# ![@stwboerse Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2514990523.png) @stwboerse Stefan Waldhauser

Stefan Waldhauser posts on X about lyft, stocks, tesla, $mndy the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2514990523/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2514990523/c:line/m:interactions.svg)

- [--] Week [------] -24%
- [--] Month [-------] +293%
- [--] Months [-------] +348%
- [--] Year [-------] +42%

### Mentions: [--] [#](/creator/twitter::2514990523/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2514990523/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [--] no change
- [--] Months [---] +147%
- [--] Year [---] -44%

### Followers: [------] [#](/creator/twitter::2514990523/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2514990523/c:line/m:followers.svg)

- [--] Week [------] +1.60%
- [--] Month [------] +2.80%
- [--] Months [------] +5.50%
- [--] Year [------] +9%

### CreatorRank: [-------] [#](/creator/twitter::2514990523/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2514990523/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4822 [technology brands](/list/technology-brands)  45.16% [finance](/list/finance)  25% [automotive brands](/list/automotive-brands)  11.29% [celebrities](/list/celebrities)  4.84% [exchanges](/list/exchanges)  1.61% [countries](/list/countries)  1.61% [currencies](/list/currencies)  1.61% [social networks](/list/social-networks)  1.61% [formula 1](/list/formula-1)  0.81%

**Social topic influence**
[lyft](/topic/lyft) #63, [stocks](/topic/stocks) 9.68%, [tesla](/topic/tesla) 8.87%, [$mndy](/topic/$mndy) #13, [$lyft](/topic/$lyft) #16, [investment](/topic/investment) 6.45%, [$nvda](/topic/$nvda) 6.45%, [und](/topic/und) 5.65%, [$tsla](/topic/$tsla) 4.84%, [nvda](/topic/nvda) 4.84%

**Top accounts mentioned or mentioned by**
[@memyselfandi006](/creator/undefined) [@martinweinb](/creator/undefined) [@uberrendite](/creator/undefined) [@kuviacm](/creator/undefined) [@etoro](/creator/undefined) [@topsecretstocks](/creator/undefined) [@christophbeyer5](/creator/undefined) [@wsj](/creator/undefined) [@christopherer](/creator/undefined) [@tradingsuckerx](/creator/undefined) [@itsmematze](/creator/undefined) [@philipphaas_ir](/creator/undefined) [@strifenjustice](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@ok_surf](/creator/undefined) [@rahsweden](/creator/undefined) [@metapgmr](/creator/undefined) [@checkitoutfrg](/creator/undefined) [@wikifolio](/creator/undefined) [@garymarcus](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [monday.com Ltd. (MNDY)](/topic/$mndy) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [Twilio, Inc. (TWLO)](/topic/$twlo) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [GitLab Inc. (GTLB)](/topic/$gtlb) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ZoomInfo Technologies Inc. (ZI)](/topic/$zi) [Arista Networks Inc (ANET)](/topic/$anet) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Datadog Inc (DDOG)](/topic/$ddog) [Apple, Inc. (AAPL)](/topic/$aapl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Boyd Gaming Corporation (BYD)](/topic/$byd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Advanced Micro Devices (AMD)](/topic/$amd) [SAP SE (SAP)](/topic/$sap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"One of the biggest misunderstanding in todays market is the nonsense that B2B software would become obsolete because of AI. Many high-quality SaaS stocks are down +65% like $MNDY from my own portfolio. Profitable Growth +20% Gross Margin 90%. At a EV/FCF of [--] I today increased my position @wikifolio @eToro https://twitter.com/i/web/status/2012197493921010085 https://twitter.com/i/web/status/2012197493921010085"  
[X Link](https://x.com/stwboerse/status/2012197493921010085)  2026-01-16T16:17Z 13.3K followers, 37K engagements


"Nvidia is once again investing billions in one of its biggest customers so that it can afford the overpriced Nvidia chips. The crazy thing is that Nvidia is buying $CRWV at a significant discount to the last stock market price and yet CoreWeave is still up about 10% today after the announcement. This way round-trip financing continues to be fun for everyone involved and the party can go on. Until the music stops playing. https://buff.ly/QsCGKOo https://buff.ly/QsCGKOo"  
[X Link](https://x.com/stwboerse/status/2015796292241211826)  2026-01-26T14:37Z 13.2K followers, [----] engagements


"Whats going on at $TTD The Trade Desk over the weekend exchanged the CFO after only [--] months without giving any reason. They also confirmed Q4 guidance but I am deeply concerned about this news coming out just a few weeks after I re-entered $TTD. Do you have any idea about the background of this sudden change https://twitter.com/i/web/status/2015899622984544280 https://twitter.com/i/web/status/2015899622984544280"  
[X Link](https://x.com/stwboerse/status/2015899622984544280)  2026-01-26T21:28Z 13.3K followers, [----] engagements


"A few weeks ago I acquired an initial position in TTD which was supposed to be the start of a long-term investment case. Unfortunately my timing was extremely poor: Yesterday The Trade Desk announced that CFO Alex Kayyal was terminated with immediate effect. So its time for an update: https://open.substack.com/pub/hightechinvesting/p/the-trade-desk-another-cfo-changewhat https://open.substack.com/pub/hightechinvesting/p/the-trade-desk-another-cfo-changewhat"  
[X Link](https://x.com/stwboerse/status/2016240478828556303)  2026-01-27T20:02Z 13.3K followers, [----] engagements


"SpaceX-xAI merger well summarized from @GaryMarcus ".is really a kind of bailout to give a lot of cash to a company that is otherwise in distress. If I owned SpaceX shares I would feel like Elon way overpaid for his own company. Anyone remember Teslas acquisition of Musks SolarCity and how that turned out" https://buff.ly/xizxRNw https://buff.ly/xizxRNw"  
[X Link](https://x.com/stwboerse/status/2018979574894260429)  2026-02-04T09:26Z 13.3K followers, [----] engagements


"Completely unexpectedly PayPal stock which had been one of my four high-conviction investments until then yesterday turned into a problem in my portfolio. Heres my assessment of the tough situation and how I react as a PayPal shareholder. https://open.substack.com/pub/hightechinvesting/p/paypal-shares-after-the-crash-whatr=2t5wha&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hightechinvesting/p/paypal-shares-after-the-crash-whatr=2t5wha&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/stwboerse/status/2019142899804369239)  2026-02-04T20:15Z 13.3K followers, [----] engagements


"JA selbstverstndlich ist auch die deutsche Version dieses Beitrags ab sofort ohne Paywall zugnglich. Es ist wichtig diesen Unsinn aufzuklren der sich in immer mehr Kpfen festsetzt. Denn auch KI Agenten brauchen Enterprise Software https://open.substack.com/pub/hightechinvesting/p/warum-ki-die-enterprise-softwarer=2t5wha&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Enterprise software stocks are crashing across the board due to a huge misunderstanding about agentic AI. It's time to clear up this misconception among more investors so I've now removed the paywall from what is"  
[X Link](https://x.com/stwboerse/status/2019342935389864161)  2026-02-05T09:30Z 13.3K followers, 10.4K engagements


"@memyselfandi006 Welche "normale " Firma hat 90% Bruttomarge wchst bei einem Umsatzniveau $1Mrd. organisch +20% und ist zu einem attraktiveren Cashflow-Multiple bewertet als $MNDY"  
[X Link](https://x.com/stwboerse/status/2019354988741554218)  2026-02-05T10:18Z 13.3K followers, [----] engagements


"Warum hlt sich eigentlich bei Privatanlegern so hartnckig der Irrglaube dass 100% der SBC echte Kosten seien die man "durch die GuV ziehen" msste Viele dieser verbuchten "Kosten" durch Aktienvergtungen sind Optionen die niemals gewandelt werden z.B. da Mitarbeiter die ihre Ziele nicht erreichen wieder gehen (mssen) und ihre Aktien niemals vesten. Das ist z.B. im Softwarevertrieb eher die Regel anstatt die Ausnahme. Daher ist statt der SBC die Verwsserung viel wichtiger m Zusammenhang mt Aktienvergtungen. Siehe dazu:"  
[X Link](https://x.com/stwboerse/status/2020094523980788089)  2026-02-07T11:17Z 13.3K followers, 13.5K engagements


"@MartinWeinb Of course I am short $TSLA in my Long/Short portfolio at @eToro 😉 https://buff.ly/43h0cCi https://buff.ly/43h0cCi"  
[X Link](https://x.com/stwboerse/status/2020156678830723537)  2026-02-07T15:24Z 13.3K followers, [---] engagements


"Entschuldigung @handelsblatt aber es ist unverantwortlich dass ihr mit diesem Artikel suggeriert wir wrden bei den Big-Tech-Aktien jetzt wieder attraktive Bewertungen sehen nur weil das KGV optisch nicht mehr ganz so utopisch teuer aussieht wie vor einigen Wochen oder Monaten. In eurem Artikel geht ihr mit keinem Wort auf die sinkende Gewinnqualitt das immer unattraktivere Geschftsmodell (nix mehr mit capital-light) und das stark gestiegene Cashflow-Multiple ein. Whrend das KGV einigermaen akzeptabel aussieht liegt das Cashflow-Multiple (EV/FCF) bei smtlichen Big-6-Titeln mittlerweile ber 40."  
[X Link](https://x.com/stwboerse/status/2020800840873754642)  2026-02-09T10:03Z 13.3K followers, [----] engagements


"Hier mal das KGV und EV/FCF der Big [--] im Vergleich. Eine Erluterung zum EV/FCF als Bewertungsmasstab findet sich hier: https://blog.aktien.guide/wissen/enterprise-value-free-cashflow-verhaeltnis-ev-fcf-einfach-erklaert https://blog.aktien.guide/wissen/enterprise-value-free-cashflow-verhaeltnis-ev-fcf-einfach-erklaert"  
[X Link](https://x.com/stwboerse/status/2020800844237508702)  2026-02-09T10:04Z 13.3K followers, [----] engagements


"@topsecretstocks Das war wohl die Quittung fr die Q1 Guidance. Ich werde in den kommenden Wochen ein ausfhrliches Update zur Situation bei $UPWK verffentlichen also stay tuned: https://hightechinvesting.substack.com/s/high-growth-investing-de https://hightechinvesting.substack.com/s/high-growth-investing-de"  
[X Link](https://x.com/stwboerse/status/2021538624110727324)  2026-02-11T10:55Z 13.3K followers, [---] engagements


"Es scheint ja fr Tech-Investoren kaum ein anderes Thema als $NVDA zu geben. Also gebe ich auch noch meinen Senf dazu. ;-) Hier meine Sicht auf den Hype um die #Nvidia Aktie : https://www.high-tech-investing.de/post/nvidia-aktie-im-ai-hype-das-spiel-mit-dem-feuer https://www.high-tech-investing.de/post/nvidia-aktie-im-ai-hype-das-spiel-mit-dem-feuer"  
[X Link](https://x.com/anyuser/status/1662488909027090432)  2023-05-27T16:00Z 13.3K followers, 36.1K engagements


"Die @consorsbank erhht die Zinsen auf meinem Tagesgeldkonto auf sage und schreibe 100% p.a. Was soll man dazu sagen #vielendankfrnichts"  
[X Link](https://x.com/anyuser/status/1706674641664692540)  2023-09-26T14:18Z 13.3K followers, 20.9K engagements


"In the first few days of the new year Angi filed an important mandatory disclosure with the SEC that has significantly altered the outlook for the stock in [----]. But still nobody cares about $ANGI. https://buff.ly/7Rqjy1m https://buff.ly/7Rqjy1m"  
[X Link](https://x.com/stwboerse/status/2012225611423478112)  2026-01-16T18:09Z 13.3K followers, [----] engagements


"What an ugly surprise to start my week: PayPal fired its CEO. I can't wait for the upcoming earnings call. https://buff.ly/h5jzYJY https://buff.ly/h5jzYJY"  
[X Link](https://x.com/stwboerse/status/2018670838334046440)  2026-02-03T13:00Z 13.3K followers, [----] engagements


"Enterprise software stocks are crashing across the board due to a huge misunderstanding about agentic AI. It's time to clear up this misconception among more investors so I've now removed the paywall from what is probably my most important write-up of the year so far. It explains which software companies are really threatened by AI and which are not. https://buff.ly/jzJYt40 https://buff.ly/jzJYt40"  
[X Link](https://x.com/stwboerse/status/2019334049743937824)  2026-02-05T08:55Z 13.3K followers, 85K engagements


"Tough times for SaaS shareholders: $MNDY from my portfolio saw another sharp sell-off following the release of its Q4 results. They hit new lows reaching a level not seen since the end of [----]. Heres my view on the situation: https://open.substack.com/pub/hightechinvesting/p/price-crash-at-mondaycom-after-q42025r=2t5wha&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/hightechinvesting/p/price-crash-at-mondaycom-after-q42025r=2t5wha&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/stwboerse/status/2021316605909627388)  2026-02-10T20:13Z 13.3K followers, 10.5K engagements


"Hier findet ihr die deutsche Fassung meiner aktuellen Analyse nach dem Kurssturz bei $MNDY: https://hightechinvesting.substack.com/p/kurssturz-bei-mondaycom-nach-denr=2t5wha Tough times for SaaS shareholders: $MNDY from my portfolio saw another sharp sell-off following the release of its Q4 results. They hit new lows reaching a level not seen since the end of [----]. Heres my view on the situation: https://t.co/NpT3qsAh3M https://t.co/fxgScWVXV2 https://hightechinvesting.substack.com/p/kurssturz-bei-mondaycom-nach-denr=2t5wha Tough times for SaaS shareholders: $MNDY from my portfolio saw"  
[X Link](https://x.com/stwboerse/status/2021508073144381733)  2026-02-11T08:54Z 13.3K followers, [----] engagements


"Sorry aber ich bin auch nur ein Mensch. Keine KI. Daher dauert das alles etwas lnger. Es wird ein in den kommenden Wochen zu beiden Werten ein Update geben denn ich bleibe trotz des enttuschenden Quartals bei $LYFT und $ANGI investiert. Gerne hier subscriben um nix zu verpassen: https://hightechinvesting.substack.com/s/high-growth-investing-de https://hightechinvesting.substack.com/s/high-growth-investing-de"  
[X Link](https://x.com/stwboerse/status/2021542313621619058)  2026-02-11T11:10Z 13.3K followers, [---] engagements


"Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand denn von Disruption durch AI ist im Tagesgeschft des Software-Business nix zu spren. Die Tech-Brsen agieren gerade in einem Paralleluniversum zur realen Welt. https://buff.ly/sItusRW https://buff.ly/sItusRW"  
[X Link](https://x.com/stwboerse/status/2021616884093706268)  2026-02-11T16:06Z 13.3K followers, 37.2K engagements


"@ChristophBeyer5 Interessant: Wer stellt die Maintenance Deiner Software denn sicher wenn Du selbst nicht mehr im Unternehmen bist Wer kmmert sich mit welchem Service-Level wenn die Software nicht mehr vernnftig luft Weiss Eure IT berhaupt von Deinem Vorhaben"  
[X Link](https://x.com/stwboerse/status/2021627445900964056)  2026-02-11T16:48Z 13.3K followers, [----] engagements


"How do you feel about the research from MoffettNathanson published yesterday It estimates the growth rate of Lyfts U.S. ride-share business fell by half through [----] to just 7%. As a result we expect Uber is aggressively taking share from Lyft the report stated. This concerns me and maybe other $LYFT shareholder as well. https://twitter.com/i/web/status/2021952702402461999 https://twitter.com/i/web/status/2021952702402461999"  
[X Link](https://x.com/stwboerse/status/2021952702402461999)  2026-02-12T14:21Z 13.3K followers, [----] engagements


"Das Tauziehen um die in USA wichtigen #NBA bertragungsrechte geht weiter. Nun versucht #Warner $WBD das eigentlich #Amazon $AMZN zugedachte Rechtepaket doch noch zu behalten. Das knnte auf einen Rechtsstreit hinauslaufen"  
[X Link](https://x.com/stwboerse/status/1815647748600873322)  2024-07-23T07:18Z 11.3K followers, [--] engagements


"Ich bin jetzt mehrfach gefragt worden ob es bei #CrowdStrike nach dem Crash jetzt Zeit fr den (Wieder)einstieg sei. Meine klare Meinung dazu: $CRWD"  
[X Link](https://x.com/stwboerse/status/1815739924437442620)  2024-07-23T13:25Z 11.3K followers, [--] engagements


""Der Schaden drfte in die Milliarden gehen." da lag ich leider richtig fr die [---] grten US-Unternehmen wird der Schaden durch den #CrowdStrike Bug jetzt auf +5 Mrd. USD geschtzt. Versicherungen drften fr max. 10-20% aufkommen. $CRWD"  
[X Link](https://x.com/stwboerse/status/1816374847783526817)  2024-07-25T07:28Z 11.3K followers, [--] engagements


"Nasdaq hat gestern mit -36% den schwchsten Tag seit Okt22 erlebt. Dabei waren die $GOOG Zahlen gut und der $TSLA Gewinneinbruch war keine berraschung. Was wohl passiert falls $MSFT oder $NVDA mit ihrem Ausblick die berhhten AI Erwartungen enttuschen Bitte anschnallen"  
[X Link](https://x.com/stwboerse/status/1816377833825915386)  2024-07-25T07:39Z 11.3K followers, [--] engagements


"@ghklaus87 Bitte meinen Artikel lesen. Darin schreibe ich ja dass CrowdStrike wohl nicht Schadensersatz leisten muss. Der Schaden fr $CRWD liegt ganz woanders"  
[X Link](https://x.com/stwboerse/status/1816403791672963221)  2024-07-25T09:23Z 11.3K followers, [--] engagements


"Der Verlust bei #OpenAI fr [----] wird auf $5 Mrd. geschtzt d.h. in ca. [--] Monaten drfte das Geld ausgehen. Ich rechne damit dass die $80 Mrd. Bewertung dann ins Wackeln gert. Die Spekulation ber einen Konkurs kann ich nicht nachvollziehen (Paywall):"  
[X Link](https://x.com/stwboerse/status/1818187986422448238)  2024-07-30T07:32Z 11.3K followers, [--] engagements


"Jeder Tesla Aktionr und - noch viel wichtiger - jeder #Tesla Autopilot Nutzer sollte dieses Video vom @WSJ anschauen. Es kann Leben retten. Was sagen denn die $TSLA Bullen dazu"  
[X Link](https://x.com/stwboerse/status/1818225945880273319)  2024-07-30T10:03Z 11.3K followers, [--] engagements


"@0xblackr @WSJ Warum Eine Begrndung wre schn. Hier geht es um Leben und Tod. Wenn die Justiz nach einer solchen Recherche aufwacht und durchgreifen sollte knnte das durchaus auch das Ende des Tesla Autopiloten bedeuten"  
[X Link](https://x.com/stwboerse/status/1818308851617214648)  2024-07-30T15:33Z 11.3K followers, [--] engagements


"@Vimeo now has an interesting new feature for AI-based translation of videos including cloning the original voice. https://investors.vimeo.com/news-releases/news-release-details/vimeo-announces-ai-powered-video-translation-authentic-voice https://investors.vimeo.com/news-releases/news-release-details/vimeo-announces-ai-powered-video-translation-authentic-voice"  
[X Link](https://x.com/stwboerse/status/1818631650474877150)  2024-07-31T12:55Z 11.3K followers, [----] engagements


"Was fr ein Timing: Mein neues Echtgeld-Musterdepot in Kooperation mit @plutos_ag erwischt im Juli einen grandiosen Start mit 8% Outperformance gegenber der Nasdaq. Die Rotation raus aus Big Tech kommt der HGI-Strategie natrlich entgegen. Mehr erfahren:"  
[X Link](https://x.com/stwboerse/status/1818994758380884310)  2024-08-01T12:58Z 11.3K followers, [--] engagements


"Viele von Euch fragen sich ob $CRWD jetzt nach dem 45% Kurssturz historisch gnstig ist. Klare Antwort: Nein Anfang [----] betrug das EV/Sales [--] heute liegt es bei [--] obwohl das Wachstum von 58% auf 34% zurckging und die Unsicherheit heute nach dem Outage viel grer ist"  
[X Link](https://x.com/stwboerse/status/1819716837157871728)  2024-08-03T12:47Z 11.3K followers, [--] engagements


"Ui this sounds like an ugly start into the new weekDelay to Nvidia's new AI chip could affect Microsoft Google Meta the Information says https://www.reuters.com/technology/artificial-intelligence/delay-nvidias-new-ai-chip-could-affect-microsoft-google-meta-information-says-2024-08-03/ https://www.reuters.com/technology/artificial-intelligence/delay-nvidias-new-ai-chip-could-affect-microsoft-google-meta-information-says-2024-08-03/"  
[X Link](https://x.com/stwboerse/status/1820220384324571530)  2024-08-04T22:08Z 11.3K followers, [----] engagements


"@Frederi99222210 @alc2022 In the professional investment world a concentrated portfolio means e.g. 20-30 different assets. You can build a diversified but still concentrated portfolio but not with only [--] stocks"  
[X Link](https://x.com/stwboerse/status/1822375505921708387)  2024-08-10T20:52Z 11.5K followers, [---] engagements


"Bargain hunters watch out: Who would have thought [--] years ago (given the double-digit sales multiples common at the time) that quite a few solid tech stocks would be available for single-digit cash flow multiples in [----] Want some examples https://open.substack.com/pub/hightechinvesting/p/paypal-twilio-vimeo-3-cashflow-monsterr=2t5wha&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hightechinvesting/p/paypal-twilio-vimeo-3-cashflow-monsterr=2t5wha&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/stwboerse/status/1822675056427696458)  2024-08-11T16:42Z 11.5K followers, [----] engagements


"Vertrauen ist nicht alles - aber ohne Vertrauen ist alles nichts Aufarbeitung meines schmerzhaften Exits aus der #ZoomInfo Aktie: $ZI https://www.high-tech-investing.de/post/exit-zoominfo-aktie https://www.high-tech-investing.de/post/exit-zoominfo-aktie"  
[X Link](https://x.com/stwboerse/status/1823275010351333826)  2024-08-13T08:26Z 11.5K followers, [----] engagements


"2020 war #Cisco gemessen an der Marktkapitalisierung noch 10x teurer als #Arista Networks. Ich tippe darauf dass bis [----] $ANET deutlich wertvoller ist als $CSCO. Wer hlt dagegen https://aktien.guide/charts/Cisco-US17275R1023metrics%5B%5D=market_cap&stocks%5B%5D=Cisco-US17275R1023&stocks%5B%5D=Arista-Networks-Inc-US0404131064&data_format=original&date_range=maxYears https://aktien.guide/charts/Cisco-US17275R1023metrics%5B%5D=market_cap&stocks%5B%5D=Cisco-US17275R1023&stocks%5B%5D=Arista-Networks-Inc-US0404131064&data_format=original&date_range=maxYears"  
[X Link](https://x.com/stwboerse/status/1823277729644487136)  2024-08-13T08:37Z 11.6K followers, [----] engagements


"Congrats to @PureStorage for [--] years of innovation I am very impressed what the team has achieved in only [---] decades. Very confident the next [--] years will also bring a lot more fun to us longterm $PSTG shareholders after the recent consolidation. https://stocksguide.com/en/stock/Pure-Storage-Inc-Class-A-US74624M1027 https://stocksguide.com/en/stock/Pure-Storage-Inc-Class-A-US74624M1027"  
[X Link](https://x.com/stwboerse/status/1835652070205947982)  2024-09-16T12:08Z 11.5K followers, [---] engagements


"@stocksguide_ Oh yes. I am very optimistic we'll see an outperformance of $PYPL vs NASDAQ. My investment case: https://open.substack.com/pub/hightechinvesting/p/paypal-stock-the-sleeping-giant-awakesr=2t5wha&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hightechinvesting/p/paypal-stock-the-sleeping-giant-awakesr=2t5wha&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/stwboerse/status/1838579039012798701)  2024-09-24T13:59Z 11.5K followers, [--] engagements


"@bullshit_ingo @Jim_Knopf_95 Here you go: https://aktien.guide/screenermetrics=sector-equal-software%26growth_rate_ttm-greater_equal-25%26ev_sales_forward-less_equal-10%26market_cap_eur-greater_equal-1 https://aktien.guide/screenermetrics=sector-equal-software%26growth_rate_ttm-greater_equal-25%26ev_sales_forward-less_equal-10%26market_cap_eur-greater_equal-1"  
[X Link](https://x.com/stwboerse/status/1838845154519654873)  2024-09-25T07:37Z 11.5K followers, [---] engagements


"I've rarely seen a company with such an efficient growth like #Duolingo. The premium valuation of $DUOL is well deserved. https://stocksguide.com/en/high-growth-investing/Duolingo-US26603R1068 Here's [--] stocks with a Rule of [--] score above [--] [--]. Duolingo $DUOL - 78.74% [--]. Broadcom $AVGO - 71.89% [--]. CrowdStrike $CRWD - 64.90% [--]. ZScaler $ZS - 61.05% Some more above [--] $META $SNOW $DDOG $TTD https://stocksguide.com/en/high-growth-investing/Duolingo-US26603R1068 Here's [--] stocks with a Rule of [--] score above [--] [--]. Duolingo $DUOL - 78.74% [--]. Broadcom $AVGO - 71.89% [--]. CrowdStrike $CRWD - 64.90% 4."  
[X Link](https://x.com/stwboerse/status/1839309146870730805)  2024-09-26T14:20Z 11.5K followers, [----] engagements


"Wer sich fragt warum die #Twilio Aktie $TWLO heute vorbrslich gegen den Trend so deutlich zulegt: Das Zauberwort AI hat mal wieder zugeschlagen. Es geht um eine erweiterte Partnerschaft mit OpenAI:"  
[X Link](https://x.com/stwboerse/status/1841430865437446278)  2024-10-02T10:51Z 11.4K followers, [--] engagements


"#Duolingo is growing organically at 40% p.a. and has already achieved a free cash flow margin of 30%. Do you know of any other company its size ($700M rev) that is growing so efficiently like $DUOL https://hightechinvesting.substack.com/p/duolingo-stock-heres-what-real-ai https://hightechinvesting.substack.com/p/duolingo-stock-heres-what-real-ai"  
[X Link](https://x.com/stwboerse/status/1843207609350025354)  2024-10-07T08:31Z 11.5K followers, [----] engagements


"Mein Montags-Newsletter ist raus. Mit Beitrgen zu $DUOL $PLTR $UBER $TWLO. Falls jemand noch nicht auf dem Verteiler steht: Hier auch online verfgbar:"  
[X Link](https://x.com/stwboerse/status/1843219700496601451)  2024-10-07T09:19Z 11.4K followers, [--] engagements


"Krzlich hat Nvidia $NVDA Microsoft $MSFT bei der Marktkapitalisierung berholt und es knnte nun tglich soweit sein dass sogar Apple $AAPL als wertvollstes Unternehmen der Welt von einem Chip-Hersteller abgelst wird. Nur eine Momentaufnahme"  
[X Link](https://x.com/stwboerse/status/1844025945776423036)  2024-10-09T14:43Z 11.4K followers, [--] engagements


"Who needs more proof points for the huge AI bubble we are living in [----] could be the new [----] the year when the tulip mania ended. 🧨 Nvidias $NVDA DGX B200 featuring [--] Blackwell GPUs has been listed online at server solutions provider Broadberry for at least $515000. Nvidias $NVDA DGX B200 featuring [--] Blackwell GPUs has been listed online at server solutions provider Broadberry for at least $515000"  
[X Link](https://x.com/stwboerse/status/1846069244049457327)  2024-10-15T06:03Z 11.4K followers, [----] engagements


"@Chris_topherer Ich schreibe doch nirgends dass man deshalb alle mglichen Aktien verkaufen sollte. Hast Du den Beitrag gelesen Ist der missverstndlich"  
[X Link](https://x.com/stwboerse/status/1847188563386921290)  2024-10-18T08:10Z 12.7K followers, [--] engagements


"@Ratlos___ @Chris_topherer Die AI Phantasie ist bestimmt kein $TWLO Twilio Kaufargument fr mich. Mir geht es um die Marktposition und Cashflow-Entwicklung siehe"  
[X Link](https://x.com/stwboerse/status/1847200083667751255)  2024-10-18T08:56Z 12.7K followers, [--] engagements


"I wonder why this kind of $AAPL news is more or less ignored by the market. iPhone [--] orders cut by around [--] million units for 4Q241H25; no evidence yet that Apple Intelligence could boost iPhone shipments in the nearterm https://t.co/kI70ve3r6A iPhone [--] orders cut by around [--] million units for 4Q241H25; no evidence yet that Apple Intelligence could boost iPhone shipments in the nearterm https://t.co/kI70ve3r6A"  
[X Link](https://x.com/stwboerse/status/1849118228208848914)  2024-10-23T15:58Z 12.7K followers, [----] engagements


"What sounds so harmless is in fact further evidence that the supposedly strategic partnership between Microsoft and OpenAI is crumbling. Why does $MSFT want to support other LLMs Because customers are dissatisfied with the added value of Copilot. We're building on the open platform ethos of GitHub bringing multi-model choice to Copilot and introducing GitHub Spark a new AI-native tool to build apps entirely in natural language We're building on the open platform ethos of GitHub bringing multi-model choice to Copilot and introducing GitHub Spark a new AI-native tool to build apps entirely in"  
[X Link](https://x.com/stwboerse/status/1851303472563646820)  2024-10-29T16:41Z 12.7K followers, [----] engagements


"@StockMarketNerd I can't remember ever being involved in a company that grows so efficiently beyond $500m in sales. Long $DUOL a real AI winner: https://hightechinvesting.substack.com/p/duolingo-stock-heres-what-real-ai https://hightechinvesting.substack.com/p/duolingo-stock-heres-what-real-ai"  
[X Link](https://x.com/stwboerse/status/1851634152954573288)  2024-10-30T14:35Z 11.6K followers, [---] engagements


"Seit ca. [--] Monaten bin ich wieder im #CPaaS Marktfhrer #Twilio investiert. Die $TWLO Aktie steigt heute nach dem Q3 Zahlen zweistellig. Die Turnaround-Story ist 100% intakt YTD wurden 15% der Aktien zurckgekauft. Nun soll schon [----] GAAP-positiv enden"  
[X Link](https://x.com/stwboerse/status/1851930451503456445)  2024-10-31T10:13Z 11.5K followers, [----] engagements


"Die heutige [---]. Ausgabe meines - wie immer kostenlosen - High-Growth-Investing Newsletters enthlt u.a. Infos zu $GOOG $LC $NVDA $DUOL und findet sich auch hier im Web: https://email.high-tech-investing.de/newsletter-269 https://email.high-tech-investing.de/newsletter-269"  
[X Link](https://x.com/stwboerse/status/1853419916201705891)  2024-11-04T12:51Z 11.5K followers, [----] engagements


"Die IAC plant das [--]. Spin-Off in [--] Jahren Unternehmensgeschichte. Und die $IAC Aktie taucht daraufhin heute erstmal ab. Warum ich nachgekauft habe: https://www.high-tech-investing.de/post/iac-aktie-2025 https://www.high-tech-investing.de/post/iac-aktie-2025"  
[X Link](https://x.com/stwboerse/status/1856377034018099258)  2024-11-12T16:42Z 11.5K followers, [----] engagements


"@El_UrMo @Sergey_Opl Bei nchster Gelegenheit schreibe ich mal wieder ein Update zu $MNDY. Meine Meinung hat sich seit dieser Analyse auch durch die Q3 Zahlen nicht grundstzlich gendert: https://www.high-tech-investing.de/post/monday-com-aktie https://www.high-tech-investing.de/post/monday-com-aktie"  
[X Link](https://x.com/stwboerse/status/1856377731199778823)  2024-11-12T16:45Z 11.5K followers, [---] engagements


"Schraubt Elon jetzt seine Ambitionen an Full Self Driving zurck oder was soll das Tesla appears to be building a teleoperations team for its robotaxi service via @techcrunch https://techcrunch.com/2024/11/26/tesla-appears-to-be-building-a-teleoperations-team-for-its-robotaxi-service/ https://techcrunch.com/2024/11/26/tesla-appears-to-be-building-a-teleoperations-team-for-its-robotaxi-service/"  
[X Link](https://x.com/stwboerse/status/1861659833130164613)  2024-11-27T06:34Z 11.5K followers, [----] engagements


"Shareholders of $SMCI should draw their own conclusions. I highly recommend to avoid the stock. It smells. Can't make this up: After a super-fast review $SMCI "special committee" finds the company did nothing wrong as former auditors E&Y had suggested. Who is the special committee It's a special committee of (drumroll) ONE. One person. who also has another full-time job. https://t.co/H9BBLhG4Rn Can't make this up: After a super-fast review $SMCI "special committee" finds the company did nothing wrong as former auditors E&Y had suggested. Who is the special committee It's a special committee"  
[X Link](https://x.com/stwboerse/status/1863880261730971767)  2024-12-03T09:37Z 11.5K followers, [----] engagements


"#Meta plans to build a $10B subsea cable spanning the world sources say. For me personally it's hard to imagine that Big Tech companies like $META can be sole owners of such important worldwide infrastructure. https://buff.ly/3Vhfr9E https://buff.ly/3Vhfr9E"  
[X Link](https://x.com/stwboerse/status/1864248294890758643)  2024-12-04T10:00Z 11.5K followers, [----] engagements


"@LukeWolgram $IAC https://open.substack.com/pub/hightechinvesting/p/iac-stock-the-10th-spin-off-on-the https://open.substack.com/pub/hightechinvesting/p/iac-stock-the-10th-spin-off-on-the"  
[X Link](https://x.com/stwboerse/status/1864918073217536491)  2024-12-06T06:21Z 11.7K followers, [---] engagements


"Der groartige @sytses gibt die CEO Rolle bei #GitLab krankheitsbedingt ab. Warum ich meine $GTLB Position dennoch nach den Q3 Zahlen aufgestockt habe Hier mein Update zur Gitlab Aktienanalyse: https://www.high-tech-investing.de/post/gitlab-aktienanalyse On todays earnings call I announced my transition from @GitLabs CEO to the Executive Chair of the Board. I want more time to focus on my cancer treatment and health. My treatments are going well my cancer has not metastasized and I'm working towards making a full recovery. https://www.high-tech-investing.de/post/gitlab-aktienanalyse On todays"  
[X Link](https://x.com/stwboerse/status/1866471282872557860)  2024-12-10T13:13Z 12.1K followers, [----] engagements


"Nvidia und Tesla to the Moon https://x.com/sbetschinger/status/1867322275126817113 https://x.com/sbetschinger/status/1867322275126817113"  
[X Link](https://x.com/stwboerse/status/1867473030353760681)  2024-12-13T07:34Z 11.6K followers, [----] engagements


"Trump's transition team (and Elon) wants to scrap a regulation that requires automakers to report crashes involving vehicles with automated driving systems. (Not so) Fun fact: #Tesla accounts for most of the crashes (+1.500) reported so far. https://buff.ly/4feRiHN https://buff.ly/4feRiHN"  
[X Link](https://x.com/stwboerse/status/1868657335104647657)  2024-12-16T14:00Z 11.6K followers, [----] engagements


"Gute Nachrichten fr Uber Aktionre. We . expect to continue scaling our free cash flows significantly. Our stock is undervalued relative to the strength of our business and we plan to accelerate our buybacks" https://buff.ly/3DIoVES https://buff.ly/3DIoVES"  
[X Link](https://x.com/stwboerse/status/1876614871459955014)  2025-01-07T13:00Z 12.1K followers, [----] engagements


"So the AI show will probably go on. for now. No worries from TSMC about US export restrictions or weakening demand. What's going on behind the scenes https://stocksguide.com/en/news/Taiwan-Semiconductor-Manufacturing-Co-US8740391003 https://stocksguide.com/en/news/Taiwan-Semiconductor-Manufacturing-Co-US8740391003"  
[X Link](https://x.com/stwboerse/status/1879852012935971129)  2025-01-16T11:23Z 12.1K followers, [----] engagements


"@TechMannys Yes I exited the AI hyped stocks a while ago. See my sample tech portfolio: https://www.wikifolio.com/de/de/w/wf0stwtech#portfolio https://www.wikifolio.com/de/de/w/wf0stwtech#portfolio"  
[X Link](https://x.com/stwboerse/status/1884945508482822652)  2025-01-30T12:43Z 12.2K followers, [--] engagements


"A must read for all the $NVDA shareholders out there. you'll need some time to digest. https://t.co/gAlP7sEAzq https://t.co/gAlP7sEAzq"  
[X Link](https://x.com/stwboerse/status/1886834697864667186)  2025-02-04T17:50Z 12.5K followers, [----] engagements


"I still can't believe there are lenders like Macquarie Group out there who are accepting Nvidia GPUs as collateral for their loan. But Reuters should be credible: https://www.reuters.com/technology/lambda-secures-500-mln-loan-with-nvidia-chips-collateral-2024-04-04/ https://www.reuters.com/technology/lambda-secures-500-mln-loan-with-nvidia-chips-collateral-2024-04-04/"  
[X Link](https://x.com/stwboerse/status/1886842672402325789)  2025-02-04T18:22Z 12.5K followers, [----] engagements


"I found Palantir's latest EarningsCall difficult to bear. The $PLTR figures for Q4 [----] were outstanding almost too good to be true. The company repeatedly emphasised that it had achieved a phenomenal Rule of [--] score of over [--]. But did you realize that the ludicrously high share-based compensation means that hardly any net profit remains for shareholders from the high cash flow Did you listen to the earning call Competitors and customers are treated with just as little respect as the analyst community. For Alex Karp all critics are unbelievers. This openly displayed hybris no longer has"  
[X Link](https://x.com/stwboerse/status/1887429490097172710)  2025-02-06T09:13Z 12.2K followers, [----] engagements


"How long can the market ignore these market shifts $TSLA $BYD Some important context for Tesla's collapse in markets like the UK. BYD is growing meteorically https://t.co/y6FfP4z3jz Some important context for Tesla's collapse in markets like the UK. BYD is growing meteorically https://t.co/y6FfP4z3jz"  
[X Link](https://x.com/stwboerse/status/1887912292840296777)  2025-02-07T17:12Z 12.3K followers, [----] engagements


"@BillAckman @Uber Glad to see Uber stock finally gets the appreciation it deserves. Here's my latest write-up regarding the investment case: https://hightechinvesting.substack.com/p/what-do-nvidia-and-flying-taxis-have https://hightechinvesting.substack.com/p/what-do-nvidia-and-flying-taxis-have"  
[X Link](https://x.com/stwboerse/status/1887915502720233482)  2025-02-07T17:25Z 12.2K followers, [---] engagements


"Warum $NVDA heute verliert Ich habe jetzt bestimmt ein Dutzend Kommentare zu den mit Spannung erwarteten Q4-Ergebnissen von Nvidia gelesen. Sie lesen sich alle mehr oder weniger gleich. Es gibt da kaum ein kritisches Wort. Die berschriften erwecken fast den Eindruck als sei alles in bester Ordnung und die legendre Wachstumsstory uneingeschrnkt intakt. Natrlich sind die oberflchlichen Zahlen fr Q4 berauschend: Umsatzwachstum +78% auf [---] Mrd. $ Nettogewinn +80%. Und auch der Ausblick auf Q1 kann sich sehen lassen: Prognostiziert wird ein Umsatzwachstum von 65% womit die Analystenerwartungen"  
[X Link](https://x.com/stwboerse/status/1895157300391747975)  2025-02-27T17:01Z 12.5K followers, 11.7K engagements


"Do I get this right The Trump regime admits the crypto frenzy over the weekend was a planned pump and dump How crazy is that I love the genius of announcing a strategic reserve on a Sunday when traditional markets are closed and Wall Street sleeps. For the first time retail investors win. Traditional finance better catch up or it will quickly become extinct. The world no longer runs on a Mon-Friday https://t.co/EPtbEisbdI I love the genius of announcing a strategic reserve on a Sunday when traditional markets are closed and Wall Street sleeps. For the first time retail investors win."  
[X Link](https://x.com/stwboerse/status/1896852790821236828)  2025-03-04T09:18Z 12.3K followers, [----] engagements


"I have just added more Monday .com shares to my portfolio. The SaaS stock has lost 30% in the last [--] weeks despite reporting excellent financials. I believe the current market correction offers some great opportunities to add premium software stocks at a not-so-premium price. The $MNDY cash flow multiple (my favourite valuation metric) is around [--] after the correction (based on [----] figures). This seems quite fair for this high-growth company with 30% growth and 90% gross margin. Here you can read the full investment case:"  
[X Link](https://x.com/stwboerse/status/1899471948066754595)  2025-03-11T14:46Z 12.3K followers, [----] engagements


"@TradingsuckerX What about $Lyft I like this valuation. ;-) https://stocksguide.com/en/stock/Lyft-US55087P1049 https://stocksguide.com/en/stock/Lyft-US55087P1049"  
[X Link](https://x.com/stwboerse/status/1909154827642253361)  2025-04-07T08:02Z 12.4K followers, [---] engagements


"PayPal is finally back on a promising innovation track. It will be mission critical to win back the trust of the developers who were frustrated for so long with too complex $PYPL integrations. AI commerce is here and @PayPal is leading the way with our agentic commerce toolkit. 🚀 This innovation allows popular agent frameworks including @OpenAI Agent SDK @LangChainAI @Vercel AI SDK and @MCP_Community to integrate with PayPal #APIs through function calling. It AI commerce is here and @PayPal is leading the way with our agentic commerce toolkit. 🚀 This innovation allows popular agent"  
[X Link](https://x.com/stwboerse/status/1911786429325201607)  2025-04-14T14:19Z 12.5K followers, [----] engagements


"Lyft bernimmt von BMW und Mercedes den Taxivermittlungsdienst Freenow und ist damit zuknftig in [--] statt [--] Mrkten aktiv. Ist der Einstieg in den europischen Markt ein Meilenstein fr die Zukunft des Uber-Rivalen Meine Gedanken dazu: https://buff.ly/hAqe8gR https://buff.ly/hAqe8gR"  
[X Link](https://x.com/stwboerse/status/1912893882213290428)  2025-04-17T15:40Z 12.5K followers, [----] engagements


"Ich habe selten erlebt dass die Entwicklung von Aktienkurs und Cashflow/Aktie so gegenstzlich verluft wie bei $ANGI. Das Cashflow-Multiple dieses digitalen Plattformunternehmens mit fast 90% Bruttomarge betrgt inzwischen weniger als [--]. Fr mich ein echtes Schnppchen. Oder bersehe ich etwas https://buff.ly/Wj1OTEk https://buff.ly/Wj1OTEk"  
[X Link](https://x.com/stwboerse/status/1914709191941308430)  2025-04-22T15:53Z 12.5K followers, [----] engagements


"Good summary on why you shouldn't bet on the $NVDA monopoly for too long. Investors tend to assume $NVDA will remain the leader forever The reality is that $AMD is coming for the first place If you are an investor in these stocks you can't be taken by surprise You need to understand what's happening under the surface Let's explain it 1/ https://t.co/tSMGxpMrg1 Investors tend to assume $NVDA will remain the leader forever The reality is that $AMD is coming for the first place If you are an investor in these stocks you can't be taken by surprise You need to understand what's happening under the"  
[X Link](https://x.com/stwboerse/status/1915336052828492106)  2025-04-24T09:24Z 12.5K followers, [----] engagements


"@thexcapitalist You are right. Uber will become an important ruler of robotaxis I am invested in. But I think the even better investment is Lyft. Did you know that the No [--] in this duopol market is 4x cheaper compared to Uber See the Lyft investment story here: https://open.substack.com/pub/hightechinvesting/p/lyft-stock-the-underrated-uber-rival https://open.substack.com/pub/hightechinvesting/p/lyft-stock-the-underrated-uber-rival"  
[X Link](https://x.com/stwboerse/status/1921632608405823525)  2025-05-11T18:24Z 12.5K followers, [---] engagements


"@joecarlsonshow So true. I would never invest in a company that is hated by its locked-in customers like $SAP or $CRM even if the numbers look great"  
[X Link](https://x.com/stwboerse/status/1922397178678403514)  2025-05-13T21:02Z 12.5K followers, [----] engagements


"Another sign that the AI bubble is growing in the stock markets is the launch today of the 'Dan Ives Wedbush AI Revolution ETF'. What an iconic name It will be interesting to see how the assets under management and performance of this new ETF develop"  
[X Link](https://x.com/stwboerse/status/1930237480579547556)  2025-06-04T12:17Z 12.5K followers, [----] engagements


"Dan Ives Wedbush AI Revolution ETF will contain the following [--] stocks: - Hyperscalers: Microsoft Google Amazon and Oracle. - Software: Palantir Technologies Salesforce IBM ServiceNow Snowflake Adobe Pegasystems MongoDB C3. ai Elastic Innodata and SoundHound AI. - Consumer Internet: Apple Meta Alibaba and Baidu. - Cybersecurity: Palo Alto Networks Zscaler and CyberArk Software. - Autonomous/Robotics: Tesla and Oklo. - Semiconductor/Hardware: Nvidia Advanced Micro Devices Taiwan Semiconductor Manufacturing Broadcom and Micron Technology"  
[X Link](https://x.com/stwboerse/status/1930237481573613824)  2025-06-04T12:17Z 12.5K followers, [----] engagements


"@hhhypergrowth Good summary That's the reason why I am invested in $MNDY for years. However I believe the competitive positioning has changed we have to look at $HUBS instead focusing on $ASAN. See https://hightechinvesting.substack.com/p/mondaycom-stock-shakes-up-the-market https://hightechinvesting.substack.com/p/mondaycom-stock-shakes-up-the-market"  
[X Link](https://x.com/stwboerse/status/1930296100931477998)  2025-06-04T16:10Z 12.6K followers, [---] engagements


"Yesterday Wedbush today KraneShares who's coming tomorrow with an AI themed ETF Here comes the next one this time on the subject of humanoid robots. Morgan Stanley is predicting a USD [--] trillion market by [----] - I'd like to have their crystal ball ;-) https://buff.ly/cDNO6Tq https://buff.ly/cDNO6Tq"  
[X Link](https://x.com/stwboerse/status/1930621345060004125)  2025-06-05T13:42Z 12.5K followers, [----] engagements


"Most Tesla Robotaxi fans have never heard about May Mobility. But they are another credible AV player with partnerships with Lyft and Uber. Robotaxis will become a very competitive market. Through our partnership with Lyft were scaling autonomous rideshare services to meet growing demand in cities nationwide. Starting in Atlanta this collaboration will give people a new way to reach the most important destinations in their communities. https://t.co/KZQVIpimSb Through our partnership with Lyft were scaling autonomous rideshare services to meet growing demand in cities nationwide. Starting in"  
[X Link](https://x.com/stwboerse/status/1934189307960692961)  2025-06-15T10:00Z 12.5K followers, [----] engagements


"@ElectrekCo This investment is probably only the first step. As I predicted eight weeks ago Elon will ask the Tesla shareholders to vote in favour of merging TSLA with xAI sooner rather than later. https://hightechinvesting.substack.com/p/why-elon-musk-plans-to-merge-tesla https://hightechinvesting.substack.com/p/why-elon-musk-plans-to-merge-tesla"  
[X Link](https://x.com/stwboerse/status/1944748823793848563)  2025-07-14T13:20Z 12.5K followers, [---] engagements


"When will Tesla stop selling the Cybertruck Or do you think there is a way to turn around this desastrous trend https://techcrunch.com/2025/07/16/gmc-hummer-ev-outsold-the-tesla-cybertruck-last-quarter/ https://techcrunch.com/2025/07/16/gmc-hummer-ev-outsold-the-tesla-cybertruck-last-quarter/"  
[X Link](https://x.com/stwboerse/status/1945812853367193631)  2025-07-17T11:48Z 12.6K followers, [----] engagements


"The idea that Tesla will catch up by mid next year which is what CEO Elon Musk claimed is completely ludicrous. https://electrek.co/2025/07/17/waymo-outlengths-tesla-elon-phallic-robotaxi-map-backfires-austin-expansion-battle/ https://electrek.co/2025/07/17/waymo-outlengths-tesla-elon-phallic-robotaxi-map-backfires-austin-expansion-battle/"  
[X Link](https://x.com/stwboerse/status/1945932146041893196)  2025-07-17T19:42Z 12.6K followers, [----] engagements


"Eight years after launching a highly successful tech investment blog I have to completely reorg my work for the AI age. How do you see the future of financial blogs in these disrupting times My take: https://hightechinvesting.substack.com/p/paywall-instead-of-pageview-the-runaway https://hightechinvesting.substack.com/p/paywall-instead-of-pageview-the-runaway"  
[X Link](https://x.com/stwboerse/status/1947289238996713658)  2025-07-21T13:35Z 12.6K followers, [----] engagements


"@MMMTwealth Agree 100% on $LYFT especially after the start of their European internationalization with this akquisition: https://open.substack.com/pub/hightechinvesting/p/lyft-stock-freenow-acquisition-game https://open.substack.com/pub/hightechinvesting/p/lyft-stock-freenow-acquisition-game"  
[X Link](https://x.com/stwboerse/status/1947290837219487760)  2025-07-21T13:41Z 12.6K followers, [---] engagements


"Interesting to see which questions retail investors want to get addressed in todays Tesla earnings call. Once again it's all about Elon's vision; they don't care about the ugly numbers. Tonight's $TSLA call is going to be exciting https://buff.ly/N5MCDy5 https://buff.ly/N5MCDy5"  
[X Link](https://x.com/stwboerse/status/1947949086608404778)  2025-07-23T09:17Z 12.6K followers, [----] engagements


"Interesting insights Every $TSLA shareholder should read about the reality of the Optimus project. (article unfortunately behind the paywall). Exclusive: Inside Teslas Secretive Optimus Robot Program Teslas secretive humanoid robot program is running behind Elon Musks production goals for the year. Read more from @theo_wayt and @rocketalignment 👇 https://t.co/STweNGx5CR Exclusive: Inside Teslas Secretive Optimus Robot Program Teslas secretive humanoid robot program is running behind Elon Musks production goals for the year. Read more from @theo_wayt and @rocketalignment 👇"  
[X Link](https://x.com/stwboerse/status/1948751038137196842)  2025-07-25T14:23Z 12.6K followers, [----] engagements


"Alongside Uber Lyft is also working hard to forge partnerships for autonomous driving. This Holon shuttle bus (without steering wheel/pedals) comes from Austria and is to be used in cooperation with airports and cities in the Lyft network from [----]. https://buff.ly/Ep3Cbae https://buff.ly/Ep3Cbae"  
[X Link](https://x.com/stwboerse/status/1949115554200977408)  2025-07-26T14:32Z 12.6K followers, [----] engagements


"You can read here why LYFT is one of my high-conviction investments: https://buff.ly/oXrCtTe https://buff.ly/oXrCtTe"  
[X Link](https://x.com/stwboerse/status/1949115555681587262)  2025-07-26T14:32Z 12.6K followers, [----] engagements


"When will investors wake up and find out how underrated LYFT stock is https://buff.ly/hIYtbic https://buff.ly/hIYtbic"  
[X Link](https://x.com/stwboerse/status/1949115556579209275)  2025-07-26T14:32Z 12.6K followers, [----] engagements


"@ItsMeMatze I own both $UBER and $LYFT but looking at my portfolio you can see that I am currently more bullish on Lyft (because of their valuation): https://buff.ly/43h0cCi https://buff.ly/43h0cCi"  
[X Link](https://x.com/stwboerse/status/1949127522739798150)  2025-07-26T15:19Z 12.6K followers, [---] engagements


"@ItsMeMatze In my wikifolio there is a Lyft and also an Uber position"  
[X Link](https://x.com/stwboerse/status/1949137438812610598)  2025-07-26T15:59Z 12.6K followers, [--] engagements


"There is nothing better than when an investment case finally pays off after a long dry spell. $WBD +75% since April and everything is ready for the leap into profitability. I can't wait to put together an update on my four-year coverage which I'll be doing after the upcoming Q2 earnings release. https://buff.ly/RTlf8wV https://buff.ly/RTlf8wV"  
[X Link](https://x.com/stwboerse/status/1949756031350792458)  2025-07-28T08:57Z 12.6K followers, [----] engagements


"Commented on $GTLB - GitLab: A Great Dip To Buy. https://seekingalpha.com/article/4805566-gitlab-a-great-dip-to-buysource=twitter&sht=t09hfg&shu=a8pke#comment-100769599 https://seekingalpha.com/article/4805566-gitlab-a-great-dip-to-buysource=twitter&sht=t09hfg&shu=a8pke#comment-100769599"  
[X Link](https://x.com/stwboerse/status/1950882449887842463)  2025-07-31T11:33Z 12.6K followers, [----] engagements


"Commented on $LYFT - Lyft: Buy The Dip As The Company Concentrates On Market Share Recovery. https://seekingalpha.com/article/4809937-lyft-buy-the-dip-as-company-concentrates-market-share-recoverysource=twitter&sht=t0m5qd&shu=a8pke#comment-100822629 https://seekingalpha.com/article/4809937-lyft-buy-the-dip-as-company-concentrates-market-share-recoverysource=twitter&sht=t0m5qd&shu=a8pke#comment-100822629"  
[X Link](https://x.com/stwboerse/status/1953362830406893622)  2025-08-07T07:49Z 12.6K followers, [----] engagements


"$MNDY Q2/25: +27% revenue ($299M) record FCF ($64M) strong enterprise traction yet the stock crashed 30% 🚨 Reasons: cautious Q3 outlook margin dip Google traffic decline. Post-drop valuation looks attractive again at [--] EV/Sales and [--] FCF. Read more later this week here: https://buff.ly/T9OJXnk https://buff.ly/T9OJXnk"  
[X Link](https://x.com/stwboerse/status/1955298787447968197)  2025-08-12T16:02Z 12.7K followers, 10.5K engagements


"Share price slump despite record figures from monday. com - what's really behind it and why I added to my $MNDY position https://open.substack.com/pub/hightechinvesting/p/monday-shock-30-crash-after-record $MNDY Q2/25: +27% revenue ($299M) record FCF ($64M) strong enterprise traction yet the stock crashed 30% 🚨 Reasons: cautious Q3 outlook margin dip Google traffic decline. Post-drop valuation looks attractive again at [--] EV/Sales and [--] FCF. Read more later this week https://open.substack.com/pub/hightechinvesting/p/monday-shock-30-crash-after-record $MNDY Q2/25: +27% revenue ($299M) record"  
[X Link](https://x.com/stwboerse/status/1956072363084406910)  2025-08-14T19:16Z 12.6K followers, [----] engagements


"So if there's any question as to whether we are in an AI bubble. Sam Altman's answer is: YES. I certainly agree. Unfortunately Sam wasn't asked if OpenAI is really worth their current $500b price tag. https://buff.ly/F8HXnuM https://buff.ly/F8HXnuM"  
[X Link](https://x.com/stwboerse/status/1956259630549463487)  2025-08-15T07:40Z 12.7K followers, [----] engagements


"Commented on $LYFT - Lyft: A Quality Name That Offers Margin Of Safety Trading At A Reasonable Price. https://seekingalpha.com/article/4814426-lyft-quality-name-that-offers-margin-of-safety-trading-at-a-reasonable-pricesource=twitter&sht=t16o9q&shu=a8pke#comment-100901564 https://seekingalpha.com/article/4814426-lyft-quality-name-that-offers-margin-of-safety-trading-at-a-reasonable-pricesource=twitter&sht=t16o9q&shu=a8pke#comment-100901564"  
[X Link](https://x.com/stwboerse/status/1957377389195096423)  2025-08-18T09:41Z 12.7K followers, [----] engagements


"This is a must-read for all $PLTR shareholders. It's also a nice confirmation for my own short which was a big loser YTD until now. 😉 https://citronresearch.com/wp-content/uploads/2025/08/OpenAI-at-500B-Puts-Palantir-at-40.pdf 👏 Congrats to OpenAI a truly great American company. On Friday it confirmed a $500B valuation the premium multiple for being the best in AI. It also validates what we said last week on Fox Business: even if $PLTR got that same multiple the math only works out to $40 a share https://citronresearch.com/wp-content/uploads/2025/08/OpenAI-at-500B-Puts-Palantir-at-40.pdf 👏"  
[X Link](https://x.com/stwboerse/status/1957836858659914213)  2025-08-19T16:07Z 12.6K followers, [----] engagements


"@Stupd_GER_Money Yes: https://etoro.tw/49oMcpB https://etoro.tw/49oMcpB"  
[X Link](https://x.com/stwboerse/status/1957839153401377106)  2025-08-19T16:16Z 12.7K followers, [---] engagements


"Have you ever wondered why a SaaS company like C3. ai could suddenly miss its own revenue guidance by 30% despite subscription revenue accounting for over 80% of its total revenue That's why I'm still shorting $AI even after its 50% loss YTD. Shorting with a System And why C3. ai is the perfect target Everyones chasing AI stocks - Im shorting some of them. Here's my shorting strategy explained: https://t.co/rQSa4WWXLu $AI https://t.co/UuxmpfCpt1 Shorting with a System And why C3. ai is the perfect target Everyones chasing AI stocks - Im shorting some of them. Here's my shorting strategy"  
[X Link](https://x.com/stwboerse/status/1958443717691420888)  2025-08-21T08:19Z 12.7K followers, [----] engagements


"Interesting numbers play. Would love to see an IPO of Databricks to make them even better comparable w Palantir $PLTR Palantir All Roads Lead to $40. This Time Databricks. Congratulations to Databricks one of Americas truly great growth companies now valued at $100 billion in the private markets. No other company resembles Palantir more closely in product offering and enterprise https://t.co/M8Vvp7ixkd $PLTR Palantir All Roads Lead to $40. This Time Databricks. Congratulations to Databricks one of Americas truly great growth companies now valued at $100 billion in the private markets. No"  
[X Link](https://x.com/stwboerse/status/1958510184591990964)  2025-08-21T12:43Z 12.7K followers, [----] engagements


"Interesting. OpenAI is considering helping other businesses tap into the data centers and physical infrastructure needed for artificial intelligence. So they intend to compete w Microsoft Azure. This is a nightmare of a strategic partnership. https://buff.ly/lBt0Vf9 https://buff.ly/lBt0Vf9"  
[X Link](https://x.com/stwboerse/status/1958563308262285504)  2025-08-21T16:14Z 12.6K followers, [----] engagements


"Warner Bros. Discovery is being split up. The fair value of today's $WBD stock is derived from the sum of its two future parts which I attempt to estimate in my new blog post. https://hightechinvesting.substack.com/publish/posts/detail/172103723 https://hightechinvesting.substack.com/publish/posts/detail/172103723"  
[X Link](https://x.com/stwboerse/status/1961348695049269420)  2025-08-29T08:42Z 12.7K followers, [----] engagements


"The Ellison family is preparing a potential takeover bid for Warner Bros. Discovery. https://www.wsj.com/business/media/paramount-skydance-prepares-ellison-backed-bid-for-warner-bros-discovery-0b921c20 https://www.wsj.com/business/media/paramount-skydance-prepares-ellison-backed-bid-for-warner-bros-discovery-0b921c20"  
[X Link](https://x.com/stwboerse/status/1966206166981120193)  2025-09-11T18:24Z 12.7K followers, [----] engagements


"The fair value of today's Warner Bros. Discovery stock is derived from the sum of its future parts which I attempt to estimate in my latest $WBD analysis https://hightechinvesting.substack.com/p/warner-bros-discovery-stock-100-chance https://hightechinvesting.substack.com/p/warner-bros-discovery-stock-100-chance"  
[X Link](https://x.com/stwboerse/status/1966221294938259503)  2025-09-11T19:24Z 12.7K followers, [----] engagements


"Davis Zaslav (Warner Bros. Disc. CEO) wants to get 40$ per WBD share in a bidding war. Unbelievable that the stock was worth only 8$ a few months ago. https://buff.ly/lPR06hK https://buff.ly/lPR06hK"  
[X Link](https://x.com/stwboerse/status/1966520691785613821)  2025-09-12T15:14Z 12.7K followers, [----] engagements


"I dont know when this AI bubble bursts but in a few years we will laugh about these crazy times. Mark my words this week marks peak bubble. Oracle just went up $300B on what appears to be a non-binding deal with OpenAI. OpenAI doesnt have $300 billion dollars They dont have anywhere near $300 billion dollars By their own (presumably optimistic) projection they Mark my words this week marks peak bubble. Oracle just went up $300B on what appears to be a non-binding deal with OpenAI. OpenAI doesnt have $300 billion dollars They dont have anywhere near $300 billion dollars By their own"  
[X Link](https://x.com/stwboerse/status/1966808522525405359)  2025-09-13T10:17Z 12.7K followers, 13.1K engagements


"Is this finally the inflection point for $LYFT when the market realizes the undervaluation Lyft partners with Waymo: https://www.businesswire.com/news/home/20250917163696/en/Lyft-and-Waymo-Launch-Partnership-to-Expand-Autonomous-Mobility-to-Nashville https://www.businesswire.com/news/home/20250917163696/en/Lyft-and-Waymo-Launch-Partnership-to-Expand-Autonomous-Mobility-to-Nashville"  
[X Link](https://x.com/stwboerse/status/1968305648661156327)  2025-09-17T13:26Z 12.7K followers, [----] engagements


"After years of disappointment UiPath is showing signs of a real turnaround: leaner operations stronger cash flows and a renewed product focus. Heres why Im adding the Fallen Angel to my portfolio: https://buff.ly/HCNCpF5 https://buff.ly/HCNCpF5"  
[X Link](https://x.com/stwboerse/status/1968613475850096916)  2025-09-18T09:50Z 12.7K followers, [----] engagements


"Even today - after +77% YTD - $LYFT is priced for only 8x Free Cashflow. My biggest position right now. Were teaming up with @lyft to bring Waymo magic to the Music City Well pair our world-leading technology with Lyfts proven track record of fleet management through its Flexdrive subsidiary. Nashville riders will be able to hail on the Waymo app starting next year. https://t.co/r93Wn6fzsr Were teaming up with @lyft to bring Waymo magic to the Music City Well pair our world-leading technology with Lyfts proven track record of fleet management through its Flexdrive subsidiary. Nashville riders"  
[X Link](https://x.com/stwboerse/status/1968673126989898227)  2025-09-18T13:47Z 12.7K followers, [----] engagements


"The (not so many) news on the potential takeover bid from the Ellisons for Warner Bros. Discovery: https://buff.ly/SESJGjp https://buff.ly/SESJGjp"  
[X Link](https://x.com/stwboerse/status/1971197070213038234)  2025-09-25T12:56Z 12.7K followers, [----] engagements


"Is this the new reality we investors are facing Its like youre putting a gun to ByteDance and saying sell or you stop The suggested value looks like daylight robbery https://www.bloomberg.com/news/articles/2025-09-26/prized-tiktok-business-valued-like-boring-blue-chip-in-us-deal Der Dealmaker hat wieder zugeschlagen. Hatte ich nicht davon gelesen dass TikTok U.S. $100 Mrd. wert sein sollte Jetzt wird es wohl fr gerade mal $14 Mrd. an Larry Ellison und Co. verramscht. Ein Schelm der Bses dabei denkt. https://t.co/suAWO1FvBy"  
[X Link](https://x.com/stwboerse/status/1971884504077029805)  2025-09-27T10:27Z 12.7K followers, [----] engagements


"Tech IPOs are back after a long dry spell Some of these IPOs were highly successful for those who purchased the new shares at least in the short term. For example with CoreWeave Circle and Figma short-term investors were able to achieve triple-digit profits. These gains have re-energized private investors for IPOs. Given the extremely ambitious valuations of the most of these newcomers with this article I would like to make a general comment on how to treat IPO stocks. https://buff.ly/LmQlNEZ https://buff.ly/LmQlNEZ"  
[X Link](https://x.com/stwboerse/status/1974437426832523472)  2025-10-04T11:32Z 12.7K followers, [----] engagements


"Der Hintergrund zum Crash der iRobot Aktie #Trading #wikifolio https://goo.gl/MxhZ5S https://goo.gl/MxhZ5S"  
[X Link](https://x.com/stwboerse/status/962204848983863297)  2018-02-10T06:01Z 11.5K followers, [--] engagements

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