#  @berlindeyatirim diplomalΔ± ekonomist #FIRE diplomalΔ± ekonomist #FIRE posts on X about $four, $googl, $amzn, $tost the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::193432743/interactions)  - [--] Week [------] +49% - [--] Month [------] +263% - [--] Year [------] +1,684,300% ### Mentions: [--] [#](/creator/twitter::193432743/posts_active)  - [--] Year [--] +2,950% ### Followers: [---] [#](/creator/twitter::193432743/followers)  - [--] Week [---] +2.70% - [--] Month [---] +13% - [--] Year [---] +75% ### CreatorRank: [---------] [#](/creator/twitter::193432743/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) [formula 1](/list/formula-1) [social networks](/list/social-networks) **Social topic influence** [$four](/topic/$four) #1, [$googl](/topic/$googl), [$amzn](/topic/$amzn), [$tost](/topic/$tost) #11, [$unh](/topic/$unh), [$htz](/topic/$htz), [$grab](/topic/$grab) #113, [$ibkr](/topic/$ibkr), [$xyz](/topic/$xyz) #19, [$adyen](/topic/$adyen) #8 **Top accounts mentioned or mentioned by** [@rookisaacman](/creator/undefined) [@tlaubers](/creator/undefined) [@shift4](/creator/undefined) [@loote1717](/creator/undefined) [@cariocapital](/creator/undefined) [@rnertfinance](/creator/undefined) [@realroseceline](/creator/undefined) [@stockmktnewz](/creator/undefined) [@stockprinter](/creator/undefined) [@invest091](/creator/undefined) [@billackman](/creator/undefined) [@hertz](/creator/undefined) [@fiscalai](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@growthrapidly](/creator/undefined) [@waymo](/creator/undefined) [@jbulltard1](/creator/undefined) [@curryornothing](/creator/undefined) **Top assets mentioned** [4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Toast, Inc. (TOST)](/topic/$tost) [UnitedHealth Group (UNH)](/topic/$unh) [Hertz Network (HTZ)](/topic/$htz) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Block, Inc. (XYZ)](/topic/$xyz) [Centene Corp (CNC)](/topic/$cnc) [Metadium (META)](/topic/$meta) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [69Coin (69)](/topic/$69) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Global Payments Inc (GPN)](/topic/$gpn) [Lightspeed Commerce Inc. (LSPD)](/topic/$lspd) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Walmart, Inc. (WMT)](/topic/$wmt) [Oracle Corporation (ORCL)](/topic/$orcl) [MercadoLibre Inc (MELI)](/topic/$meli) [Unity Software Inc. (U)](/topic/$u) [Energizer Holdings, Inc (ENR)](/topic/$enr) ### Top Social Posts Top posts by engagements in the last [--] hours "Bugun [-----] USD den [--] adet Pfizer hissesini portfoye ekleyip #PFE deki paym arttrdm. Her ne kadar ila sektr cok sevilmese de piyasann Covid sonras oluan finansallara ekstra tepki verdiini dnyorum. Pfizer [---] eyrektir #temett deyen bir irket" [X Link](https://x.com/berlindeyatirim/status/1777367228033212594) 2024-04-08T16:05Z [---] followers, [--] engagements "Bugn itibariyle Deutsche Telekom #DTE temettleri hesaba geti. Hisse bana [----] Eur ile u anki fiyattan yaklak %3.5 benim maliyetime gre ise %4 verim elde ettim. Yine dzenli #temett deyen nakit ak iin alnabilecek bir irket. Gecen sene karn %43 n dagtrken bu sene %21ini dagttlar. Fiyat dtke toplananilecek bir hisse [--] Eur altnda alm yapabilirim" [X Link](https://x.com/berlindeyatirim/status/1780302673096413599) 2024-04-16T18:30Z [---] followers, [--] engagements "Srf bu yzden portfyn 3te 1i $GOOGL ksa zamanda 300$ a doru yolculuk balayacak. Yani bir irkette hem TPU hem LLM hem Autonomous driving olabilir mi Search Youtube Chrome Android vs saymyorum. TPU Gemini ve Waymo daha fiyatlanmad bile. Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no. Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no" [X Link](https://x.com/tembelvitesi/status/1973670483959664750) 2025-10-02T08:44Z [---] followers, [--] engagements "$META iin CFO yorumlarn baz alarak olas senaryolar karttm. yle ki abimiz ne demi nce ona bakalm. total expenses will grow at a significantly faster percentage rate in [----] than [----] capital expenditures dollar growth will be notably larger in [----] than 2025" [X Link](https://x.com/tembelvitesi/status/1986041070455828611) 2025-11-05T12:01Z [---] followers, [--] engagements "1/7 The "AI Chip Wars" isn't just about speed. Its a replay of history. Nvidia vs. AWS Trainium isn't tech vs. tech. It is Karl Benz vs. Henry Ford. And if you look at [----] you can predict where AI compute is going in [----]. $NVDA vs $AMZN π§΅π" [X Link](https://x.com/tembelvitesi/status/1995610690179236195) 2025-12-01T21:47Z [---] followers, [---] engagements "2/7 The Inventor: Nvidia is Karl Benz. In [----] Benz invented the car. It was a marvel. Precision engineering. Powerful. Expensive. Today Nvidias Blackwell is the "Mercedes." Unmatched speed π Perfect software (CUDA) π§ A luxury only the elite can easily afford" [X Link](https://x.com/tembelvitesi/status/1995610852029059541) 2025-12-01T21:47Z [---] followers, [--] engagements "3/7 The Industrialist: AWS is Henry Ford. Ford didnt make the fastest car. He made the Model T. It was ugly and simple but it cost $260 when a Benz cost thousands. Trainium 3: Not trying to beat Nvidias raw speed. Trying to be 40% cheaper and "good enough."" [X Link](https://x.com/tembelvitesi/status/1995611152626450709) 2025-12-01T21:49Z [---] followers, [--] engagements "4/7 In the 20th century Ford won the wealth game. He commoditized the car. He moved the profit from the "luxury item" to the "everyday utility." Mercedes stayed a profitable luxury brand. Ford changed how the human race lived" [X Link](https://x.com/tembelvitesi/status/1995611476900675943) 2025-12-01T21:50Z [---] followers, [--] engagements "5/7 Right now the market is INVERTED. In AI Speed = Intelligence. If your chip is slow your AI is stupid. So everyone is forced to buy the "Mercedes" (Nvidia) at insane margins (70%+). Nvidia is currently winning the valuation war because we are still in the "Luxury Era."" [X Link](https://x.com/tembelvitesi/status/1995611776562725106) 2025-12-01T21:51Z [---] followers, [--] engagements "6/7 Trainium [--] is AWS's bet that the "Luxury Era" is ending. They want to turn AI compute into a Commodity. If they succeed the profit center shifts: From the Chip Maker (Nvidia) β‘ The Platform Owner (AWS). From "How fast is it" β‘ "How cheap can I scale it"" [X Link](https://x.com/tembelvitesi/status/1995612170902810648) 2025-12-01T21:53Z [---] followers, [--] engagements "7/7 If you are a Researcher: Buy the Mercedes (Nvidia). You need the performance. If you are a Business: Watch for the Model T (Trainium). History doesn't repeat but it rhymes. We are about to see if the Assembly Line can beat the Supercar. ππ $NVDA vs $AMZN" [X Link](https://x.com/tembelvitesi/status/1995612602278547743) 2025-12-01T21:54Z [---] followers, [---] engagements "the more i read and research about $FOUR the more i am getting convinced. how deep am i on my research let me put it this way i am now friends with VPs Sales Managers etc on Linkedin" [X Link](https://x.com/tembelvitesi/status/1999062572759400620) 2025-12-11T10:23Z [---] followers, [---] engagements "$FOUR stays at a 13% of my Portfolio. I keep thinking about the stocks in my portfolio that i am less convinced compare to Shift4. I am thinking about raising my ceiling to 25% on this one. I will increase to around 17-18% at current below $70 prices before the new year" [X Link](https://x.com/tembelvitesi/status/1999063943021727763) 2025-12-11T10:29Z [---] followers, [--] engagements "so let me share some of the findings as thought experiment to read it again if i ever suspect my own decision if the things go bad. which i doubt but lets see" [X Link](https://x.com/tembelvitesi/status/1999066461323812907) 2025-12-11T10:39Z [---] followers, [--] engagements "1) I believe $FOUR is exceptionally good at M&A below is their earlier acquisitions before Global Blue. One thing to notice is that when the valuations in fintech were sky high they did not go for an acquisition spree compare to competitors like Block Fiserv or Lightspeed" [X Link](https://x.com/tembelvitesi/status/1999067006507917441) 2025-12-11T10:41Z [---] followers, [---] engagements "2) what they acquired has actually brought value and it makes a lot of sense. look at this way- they got the VenueNext during Covid in [----] where touchless payments on seat purchases was needed at the time. and they conquered Stadiums. $FOUR" [X Link](https://x.com/tembelvitesi/status/1999069132718043212) 2025-12-11T10:49Z [---] followers, [--] engagements "3) they only paid $72M for it then they kept quiet until late [----] while evaluations were high. and they did these in a 0% interest rate environment that only shows they know how to value a business. understanding that you are in a bubble while you are in it is hell of a skill" [X Link](https://x.com/tembelvitesi/status/1999070047407665645) 2025-12-11T10:53Z [---] followers, [--] engagements "4) what did they do next they acquired Finaro they got the banking licenses in EU & UK Japan. first step towards International expansion. they became able to convert global volume. they signed the deal with Spacex which is huge" [X Link](https://x.com/tembelvitesi/status/1999071298543399347) 2025-12-11T10:58Z [---] followers, [--] engagements "5) Then they acquired Vectron and CIP (Card Industry Professionals) in [----] which they gave them a 65K German restaurants + [---] UK based sales agents experienced in payments world. and it only costed +80M. now they have foot on the ground for the expansion. $FOUR" [X Link](https://x.com/tembelvitesi/status/1999072118588555372) 2025-12-11T11:01Z [---] followers, [--] engagements "7) check out the VP of Global Retail she is on a Fintech event spree in Milan Paris and London. she is now the foot on the Luxury retail business in Europe" [X Link](https://x.com/tembelvitesi/status/1999074214490607630) 2025-12-11T11:10Z [---] followers, [--] engagements "8) and finally comes the big struck - Global Blue - . Imagine acquiring Global Blue before you have a banking license established customer base or sales team in Europe. would it make sense I would say definitely no. How would you connect it to you otherwise. $FOUR" [X Link](https://x.com/tembelvitesi/status/1999076027142955020) 2025-12-11T11:17Z [---] followers, [--] engagements "9) now you have another layer of cross sell opportunies Tax-Free + Currency conversion. and now comes the big volume with Global Blue- imagine converting some of the big names like Louis Vuitton or Gucci. now they have everyting in place and offer the end to end solution" [X Link](https://x.com/tembelvitesi/status/1999077495598104666) 2025-12-11T11:23Z [---] followers, [--] engagements "9) but are they done yet No they go for the North America operations of Wordline. Why because its dead cheap. Wordline is a dying company share price declined 97% all time. Stripe and Adyen destroyed them- they got stucked with impairments- thousands of workers and unions" [X Link](https://x.com/tembelvitesi/status/1999078789314445695) 2025-12-11T11:28Z [---] followers, [--] engagements "10) and i believe its only the beginning- worldline has around 500B EUR payment volume- they want to focus on their core business in europe- if there is anything to scrap- $FOUR will scrap it for sure" [X Link](https://x.com/tembelvitesi/status/1999080044665470997) 2025-12-11T11:33Z [---] followers, [---] engagements "what are some catalyzors to fly $FOUR 1) We need a re-rating. Out of low Payments valuation to high SaaS valuation. I believe conitinued share of subscription revenue increase will provide us that" [X Link](https://x.com/tembelvitesi/status/2000180191809667400) 2025-12-14T12:24Z [---] followers, [---] engagements "2) I believe international expansion will both bring margin expansion and increased share of subs revenue. Look at the price differences on same SkyTab products for US and UK. $29.99/month vs 39.00/month +73% $59.98/month vs 63.00/month +40% $FOUR" [X Link](https://x.com/tembelvitesi/status/2000181995159085307) 2025-12-14T12:32Z [---] followers, [---] engagements "Lets do a little comparison. Which one would you choose Let's find the answer by eliminating options old-school test style. 1) revenue growth is #1 - after all it is a growth portfolio. Here $PYPL $FISV $FIS $GPN says goodbye. $XYZ hardly stays" [X Link](https://x.com/tembelvitesi/status/2000191055442874838) 2025-12-14T13:08Z [---] followers, [---] engagements "5) I believe after this point it depends on the investor and their investing style. I am not going to say like #FOUR is the obvious choice. I'd like to play a bit more safe and i always look at downside risk first. for a reasonable downside i believe shift4 offers immense upside" [X Link](https://x.com/tembelvitesi/status/2000203997555097638) 2025-12-14T13:59Z [---] followers, [---] engagements "6) there are investors who choices highest revenue and organic growth at all cost. some prioritizes a clean balance sheet. Yes $FOUR has a debt. but it was for the sake of growth and it make sense. I personally took a consumer loan to invest in stocks. So i understand them" [X Link](https://x.com/tembelvitesi/status/2000204767465754962) 2025-12-14T14:02Z [---] followers, [---] engagements "I added more $FOUR today at $66.2. This is 20% cheaper than what Jared Isaacman paid in August. this price is simply ridiculous but a gold mine at the same time. more time to accumulate i have no rush" [X Link](https://x.com/tembelvitesi/status/2000621200276656214) 2025-12-15T17:37Z [---] followers, [---] engagements "I closed my positions of $HTZ . On average i hold it around 12-15 months. And on average my return was around 50%. Although ive seen 100%+ profit i hesitated to sell. Another lesson to me on turn around stories when you hit a milestone get some profit" [X Link](https://x.com/tembelvitesi/status/2001685818029564079) 2025-12-18T16:07Z [---] followers, [---] engagements "$HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is not hitting 1500$ and its bothering me makes me uncomfortable to hold it 2) I needed funds for $FOUR :)" [X Link](https://x.com/tembelvitesi/status/2001687153772814602) 2025-12-18T16:13Z [---] followers, [---] engagements "Still reading about $FOUR my level of conviction is similar to the times that i bought $GOOGL at $150s with a much higher upside potential" [X Link](https://x.com/tembelvitesi/status/2002405680272056792) 2025-12-20T15:48Z [---] followers, [---] engagements "I bought $GOOGL between August24 and July25. So I wouldnt mind having the $FOUR price between $60 and $80; thats my accumulation zone" [X Link](https://x.com/tembelvitesi/status/2002406892560064907) 2025-12-20T15:53Z [---] followers, [---] engagements "congrats to @rookisaacman. The path to S&P [---] is officially UNLOCKED for Shift4 $FOUR ππ¦ Shift4 is no longer a controlled company no more super voting rights" [X Link](https://x.com/tembelvitesi/status/2002410944224170141) 2025-12-20T16:09Z [---] followers, [---] engagements "Although i love Jared Isaacmans high stakes growth requires sacrifices. You gotta give some to get some. It is like accepting your child is an adult now. And now the market will start re-rating $FOUR" [X Link](https://x.com/tembelvitesi/status/2002412217216401453) 2025-12-20T16:14Z [---] followers, [---] engagements "it is in the hands of @tlaubers now. 2-3 consecutive earnings delivery good execution of M&As showing some synergies increasing subs revenue share delivering of the $1B [----] FCF and 30% CAGR plan modest margin expansion and some buybacks. Thats all it takes to enter S&P500" [X Link](https://x.com/tembelvitesi/status/2002414823326560458) 2025-12-20T16:24Z [---] followers, [---] engagements "@Loote1717 @tlaubers Subs revenue share is currently at 20.2%. If they can convert new acquired businesses; which according to management they had between 35-50% success rate before. Then we expect an gradual increase to 30% Rev Share. Here this happens Payments β SaaS" [X Link](https://x.com/tembelvitesi/status/2002608685147959637) 2025-12-21T05:14Z [---] followers, [--] engagements "@Loote1717 @tlaubers Currently we stand at 7.7x runrate EV/EBITDA this is a garbage level unfortunately. $TOST is at 28-30x $XYZ is at 14x. [----] exit EBITDA will be $2B [----] exit FCF will be $1B With re-rating to 14x and 2.5x net leverage we would end up with roughly $23B" [X Link](https://x.com/tembelvitesi/status/2002614627449123221) 2025-12-21T05:38Z [---] followers, [---] engagements "@Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x easily in [----]. That is a $31B market cap. $350 share price 5.4x opportunity in [--] years. 75% CAGR. First year is gonna be hard but then it flies. As they sign their letters Boldly Forward" [X Link](https://x.com/tembelvitesi/status/2002617029657022736) 2025-12-21T05:48Z [---] followers, [---] engagements "I am observing that too many experienced investors here in X getting interested in $FOUR and the number of them is increasing every day. I would say that they would agree with me nobody is here for a quick 20-30% profit. @Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x easily in [----]. That is a $31B market cap. $350 share price 5.4x opportunity in [--] years. 75% CAGR. First year is gonna be hard but then it flies. As they sign their letters Boldly Forward. @Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x" [X Link](https://x.com/tembelvitesi/status/2002640222283251895) 2025-12-21T07:20Z [---] followers, [---] engagements "@BillAckman @Hertz The thing about $HTZ is it is an undervalued asset and turn around play. There is nothing sexy about it" [X Link](https://x.com/tembelvitesi/status/2002957020031562167) 2025-12-22T04:19Z [---] followers, [--] engagements "Days like this makes you question your decisions. $HTZ is up 12% after a retweet of Bill Ackman. This is not the first stock pump from him and wont be the last. Dont get me wrong i like Hertz but it is not as safe as $FOUR $HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is not hitting 1500$ and its bothering me makes me uncomfortable to hold it 2) I needed funds for $FOUR :) $HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is" [X Link](https://x.com/tembelvitesi/status/2003122117710426410) 2025-12-22T15:15Z [---] followers, [---] engagements "I find analysis on $HTZ too shallow. After the CEO change they front loaded lots of costs including legal deprecition etc. Thanks to that after couple of quarters they were able to show the improvements" [X Link](https://x.com/tembelvitesi/status/2003123873982959822) 2025-12-22T15:22Z [---] followers, [--] engagements "They sold the unused cars increased utilization decresead DPU to $251 postponed debts and saved some time. I still believe there is a good upside potential" [X Link](https://x.com/tembelvitesi/status/2003124350451650731) 2025-12-22T15:23Z [---] followers, [--] engagements "But revenue per unit is not increasing and that is concerning. You can play with depreciation you can sell cars and increase utilization but these are cost optimization tricks. RPU is the most important metric for $HTZ future. Needs $1500+ RPU and increasing trend" [X Link](https://x.com/tembelvitesi/status/2003125547040465396) 2025-12-22T15:28Z [---] followers, [--] engagements "@realroseceline this guy is a $TSLA fanboy no wonder he does not understand the details and fundamentals. As a Fanboy he says that Waymos ruined the city during the power outage while they were only following 4way without lights rules" [X Link](https://x.com/tembelvitesi/status/2003511382202024217) 2025-12-23T17:01Z [---] followers, [--] engagements "@realroseceline Omg he also thinks $GPN is a good buy here. Dude dont get me wrong with this level of research and understanding you can get lucky once or twice or lets say multiple times in a bull market but you are doomed to lose big. One advice to you dont go big on any of your bets" [X Link](https://x.com/tembelvitesi/status/2003513296675274847) 2025-12-23T17:09Z [---] followers, [--] engagements "$FOUR will be re-rated eventually. Until then keep buying. Square v. Toast v. Shift4 5yr Payment Volume Growth: Square +133% Toast +596% Shift4 +671% $XYZ $TOST $FOUR https://t.co/dUDAbKcViT Square v. Toast v. Shift4 5yr Payment Volume Growth: Square +133% Toast +596% Shift4 +671% $XYZ $TOST $FOUR https://t.co/dUDAbKcViT" [X Link](https://x.com/tembelvitesi/status/2005297905343836560) 2025-12-28T15:20Z [---] followers, [---] engagements "@fiscal_ai 1) Google: $6T 2) Microsoft; $4.7T 3) Amazon: $4.3T 4) Nvidia: $4.0T 5) Apple: $3.8T 6) Meta: $2.5T" [X Link](https://x.com/tembelvitesi/status/2005760930118877439) 2025-12-29T22:00Z [---] followers, [---] engagements "Happy new year to all It was a great year overall. Here are the yearly results of [--] portfolios i manage for the family. Ranked by the size. A) +40.52% B) +58.00% C) +62.08% It was almost same tickers but timing and the sizing was different. $GOOGL $CNC $HTZ $UNH $IBKR" [X Link](https://x.com/anyuser/status/2006739180437774479) 2026-01-01T14:47Z [---] followers, [---] engagements "Lets go into some details. I believe the biggest difference was bag holding the $AMZN for portfolio A. B and C did not have Amazon as they are rather new portfolios and my holdings of Amazon rather old in A It is the biggest disappoinment so far. I just could not sell it" [X Link](https://x.com/tembelvitesi/status/2006740360903761953) 2026-01-01T14:52Z [---] followers, [--] engagements "I am not happy with the performance of $GRAB as well. It went as high as $6.5 but current prices indicates another bag holding for me. I bought after a visit to Thailand and Singapore following a Peter Lynch method :) It will come back to its ATHs i believe" [X Link](https://x.com/tembelvitesi/status/2006741637112934780) 2026-01-01T14:57Z [---] followers, [--] engagements "Lets talk about winners; firstly i am quite proud of $HTZ where i locked around 50-60% profit. I did the whole research and realized new Ceo s front loaded depreciation and infringement charges. A really good lesson for me on detailed research" [X Link](https://x.com/tembelvitesi/status/2006742388937765156) 2026-01-01T15:00Z [---] followers, [--] engagements "$CNC yes $UNH was quite famous this year. But when you go deep on US healthcare you realize that there was even a better opportunity. $CNC was a little bit risky but with a lot higher return potentialAs a result it is at around +50% profit now. Always research the competitors" [X Link](https://x.com/tembelvitesi/status/2006743414130565145) 2026-01-01T15:04Z [---] followers, [---] engagements "$IBKR is the most underrated growth company i think. I would love to add more. Just could not come to my entry point if it does i will add more. It did +45% this year" [X Link](https://x.com/tembelvitesi/status/2006744151799570767) 2026-01-01T15:07Z [---] followers, [--] engagements "Going into [----] what do i plan $GOOGL will hold it big can be bigger. I still find it cheap. 28x forward PE is nothing. $IBKR will hold it and add more if i can. $AMZN i will add it to other [--] portfolios as well. Trainium will be huge. It is time" [X Link](https://x.com/tembelvitesi/status/2006754000918688100) 2026-01-01T15:46Z [---] followers, [---] engagements "$UNH and $CNC i will hold it until a better opportunity presents itself. Really good defensive with good upside potential. I think around April and May we can see the upside. I will size it down in portfolio B and C to add $AMZN tho" [X Link](https://x.com/tembelvitesi/status/2006755466391773681) 2026-01-01T15:52Z [---] followers, [---] engagements "$GRAB i hold a small position around 3-5% it is a good Geo diversification it will be up back to $6.5 levels. I feel like it owes me a 30% profit :)" [X Link](https://x.com/tembelvitesi/status/2006756588099690550) 2026-01-01T15:57Z [---] followers, [--] engagements "Finally $FOUR It will take some time market to understand it. Taylor Lauber is right he needs to do 5x to get 3x return on stock price. This means accumulation for me. I am here for the long game. A year or two of accumulation will give me my total financial freedom" [X Link](https://x.com/tembelvitesi/status/2006757704610754955) 2026-01-01T16:01Z [---] followers, [---] engagements "@joecarlsonshow $FOUR although i wouldn't mind waiting 27' for re-rating" [X Link](https://x.com/tembelvitesi/status/2007805821644841204) 2026-01-04T13:26Z [---] followers, [---] engagements "@growthrapidly Check out $FOUR way undervalued founder is heading NASA now" [X Link](https://x.com/tembelvitesi/status/2007890349197549989) 2026-01-04T19:02Z [---] followers, [---] engagements "Answer will always be not enough $GOOGL $GOOG $GOOGL is now a $4 trillion market cap. How many shares do you own https://t.co/hJg7Zat4Iu $GOOG $GOOGL is now a $4 trillion market cap. How many shares do you own https://t.co/hJg7Zat4Iu" [X Link](https://x.com/tembelvitesi/status/2010825849214235029) 2026-01-12T21:26Z [---] followers, [--] engagements "2) lets look at profitability- after all we want money right lets look at Gross profit first: $TOST doing a fantastic job with 57% 3Y CAGR $FOUR follows with 45% and $XYZ with 22.6% $LSPD with 16.9% Although huge distinction with TOST and FOUR not eliminating others yet" [X Link](https://x.com/tembelvitesi/status/2000199480851804471) 2025-12-14T13:41Z [---] followers, [---] engagements "I dont have enough $GOOGL Incredible milestone Congrats to everyone at @Waymo - onwards Incredible milestone Congrats to everyone at @Waymo - onwards" [X Link](https://x.com/tembelvitesi/status/2018447529726312748) 2026-02-02T22:12Z [---] followers, [--] engagements "This does not smell good as well. feeling the obligation to write this shit does not sound like coming from a person who is winning. He was way more cocky than that. I would stay clear from OpenAI related stocks. $MSFT $9984 $Softbank etc. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming" [X Link](https://x.com/tembelvitesi/status/2018545512002318471) 2026-02-03T04:42Z [---] followers, [--] engagements "This shows how cooked we are as a generation. We pay almost a full salary to them and we wont even get half of it. Pension turned into a Ponzi for us. Real wages are way lower house prices are skyrocketed and on top we gotta save by ourselves from already a low wage to invest Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure" [X Link](https://x.com/tembelvitesi/status/2018550633952084309) 2026-02-03T05:02Z [---] followers, [--] engagements "Also you pay 26.5% tax on your realized gains if you are in Germany with a peanuts tax free allowance of [----] EUR" [X Link](https://x.com/tembelvitesi/status/2018551217027498295) 2026-02-03T05:04Z [---] followers, [--] engagements "$PYPL returns back to where it started [--] years ago. along with names like $PFE and $INTC it is and was the most famous value trap" [X Link](https://x.com/tembelvitesi/status/2018770467008475562) 2026-02-03T19:36Z [---] followers, [---] engagements "forgot to mention $NVO it did strike again" [X Link](https://x.com/tembelvitesi/status/2018771180090712312) 2026-02-03T19:38Z [---] followers, [---] engagements "hahaha #GOOGL to the rescue. I promise to buy Google Pixel instead of my Iphone I promise to cancel my iCloud subs to get Google One I promise to give my apple watch to my dad and buy a fitbit I promise to switch from Spotify to YouTube Music I promise to use Google Sheets instead of Excel I promise to buy Gemini Glasses instead of Meta Rayban https://twitter.com/i/web/status/2019141155900752014 https://twitter.com/i/web/status/2019141155900752014" [X Link](https://x.com/tembelvitesi/status/2019141155900752014) 2026-02-04T20:09Z [---] followers, [---] engagements "Tonight's the night $AMZN will hit $700B revenue milestone. Here is what i expect; β AWS: Massive growth beat and margin expansion. π CapEx: [----] spend will increase. π Ads: Expecting a slight beat. Silicon: Massive Trainium3 adoption. Bye bye Nvidia. π¦ Retail: Improved Retail margins. π€ Efficiency: Higher rev/employee. Leaner meaner faster. After all lots of lay-offs right https://twitter.com/i/web/status/2019363587764949269 https://twitter.com/i/web/status/2019363587764949269" [X Link](https://x.com/tembelvitesi/status/2019363587764949269) 2026-02-05T10:52Z [---] followers, [---] engagements "Weve officially reached the point that everyone said they were waiting for. "I should have bought at X. Well we are at X. $MSFT $AMZN $UNH $PLTR $AMD $NOW $UBER $DDOG $RBRK" [X Link](https://x.com/tembelvitesi/status/2019508713535750296) 2026-02-05T20:29Z [---] followers, [---] engagements "So lets see. Overall $AMZN doesnt make me as happy as $GOOGL and it makes me wonder unfortunately. Hits $700B. AWS grows faster but margins are down. Total dollar value of 24% is a lot higher than others tho. Capex of $200B feels like a pissing contest now. But this will scare the shit out of the market. Ads is on track. Trainium is on track. North America retail margins improve but International margins deteriorates. Efficiency is on track. Tonight's the night $AMZN will hit $700B revenue milestone. Here is what i expect; β AWS: Massive growth beat and margin expansion. π CapEx: [----] spend" [X Link](https://x.com/tembelvitesi/status/2019524802885611586) 2026-02-05T21:33Z [---] followers, [---] engagements "given the the fact that $GOOGL survived the blood bath with only -0.5% imagine what would it do once the momentum shifts" [X Link](https://x.com/tembelvitesi/status/2019532444656103905) 2026-02-05T22:03Z [---] followers, [--] engagements "@StockMKTNewz Yeah but share price says otherwise. Should have invested to $WMT instead" [X Link](https://x.com/tembelvitesi/status/2019537680925880519) 2026-02-05T22:24Z [---] followers, [----] engagements "Best decision i had was selling my $AMZN RSUs to buy $GOOGL. Owning a company that has spent hundreds of billions to have the better moat in everything it touched helps you sleep better. But oo boy when are we gonna see some returns I am holding and adding for the last [--] years. I am not gonna sell and i know it will be back up 25% from here. But do i really still see it as a permanent hold I am not sure anymore. https://twitter.com/i/web/status/2019676168937427426 https://twitter.com/i/web/status/2019676168937427426" [X Link](https://x.com/tembelvitesi/status/2019676168937427426) 2026-02-06T07:34Z [---] followers, [---] engagements "When you have full conviction fuck diversification. I could have gone 100% $GOOGL but oo i said 30% is already high enough; i need to diversify. I was even getting a loan if it had stayed around $150s a bit longer. That's a convinction" [X Link](https://x.com/tembelvitesi/status/2019678503248228666) 2026-02-06T07:44Z [---] followers, [--] engagements "This is what hype does to you. down 60% from top. some guy actually bought it there. $ORCL Sad to see. $ORCL this is what hype does to to you. Stay with the fundamentals or they will make you buy Oracle at $300s out of fear of missing out and you will lose 1/3 of your money. https://t.co/2Ag46dcxuQ $ORCL this is what hype does to to you. Stay with the fundamentals or they will make you buy Oracle at $300s out of fear of missing out and you will lose 1/3 of your money. https://t.co/2Ag46dcxuQ" [X Link](https://x.com/tembelvitesi/status/2019681731796984125) 2026-02-06T07:57Z [---] followers, [---] engagements "this frustration of holding a decent fundamental company for years and not getting any returns is REAL. $AMZN Especially when lots of money is made on shitty Hype stocks. Opportunity cost can hurt. BUT if it does hurt to see $ORCL now be careful about where you run to when the hype is back. $AMD $IREN $OKLO https://twitter.com/i/web/status/2019684042489106804 https://twitter.com/i/web/status/2019684042489106804" [X Link](https://x.com/tembelvitesi/status/2019684042489106804) 2026-02-06T08:06Z [---] followers, [---] engagements "@StockPrinter @StockMKTNewz I did check it out. $AMZN CAGR 19.41% $WMT CAGR 20.34%" [X Link](https://x.com/tembelvitesi/status/2019793589312569647) 2026-02-06T15:21Z [---] followers, [--] engagements "I mean [----] guidance is $17.75 and new ceo have no luxury of missing the guidance so it must be the bare minimum. unlike some software stocks current price is ridiculous at [--] PE for $UNH Everyone - Im so mad I missed out on $UNH below $300 $UNH pullback below $300 Everyone Im not buying that junk Too funny Everyone - Im so mad I missed out on $UNH below $300 $UNH pullback below $300 Everyone Im not buying that junk Too funny" [X Link](https://x.com/tembelvitesi/status/2019804189673857425) 2026-02-06T16:03Z [---] followers, [---] engagements "Did you know the "engine room" of @Shift4 isn't in USA Its in Vilnius Lithuania. $FOUR Its the Global R&D and Operations center with close to [---] people. Nearly everything you see on a SkyTab screen was built here. π§΅" [X Link](https://x.com/tembelvitesi/status/2019033414838657450) 2026-02-04T13:00Z [---] followers, [----] engagements "As Europes largest payment powerhouse Worldline $WLN processes transactions for over [--] million businesses including global giants like LVMH and PUMA. And look at its stock price $FOUR will eat this alive and will share the cake with $ADYEN I am guessing we will hear a $PUMA partnership soon. https://twitter.com/i/web/status/2021531504929640730 https://twitter.com/i/web/status/2021531504929640730" [X Link](https://x.com/anyuser/status/2021531504929640730) 2026-02-11T10:27Z [---] followers, [----] engagements "It is a long term play of Lifetime Value. they are following $MELI playbook for SEA. They have [--] million MAU. Any new vertical will add value to $GRAB. You can only get to a certain point with delivery and mobility. π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in https://t.co/Mqmo5qdGMc π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an" [X Link](https://x.com/anyuser/status/2021899663679586527) 2026-02-12T10:50Z [---] followers, [---] engagements "okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold" [X Link](https://x.com/anyuser/status/2021964925669978522) 2026-02-12T15:09Z [---] followers, [----] engagements "$FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings report Shift4 lost 17.5% of its value. Lets take a look what Shift4 did after Nov [--] so that we work with the facts not market sentiments. 1TRA Debt Eliminated: Jared Isaacman waived his rights to an estimated $440 million in Tax Receivable Agreement (TRA) payments. β‘ massive boost to future FCF 2Single-Class Share Structure: The" [X Link](https://x.com/anyuser/status/2022005997254873293) 2026-02-12T17:52Z [---] followers, [----] engagements "It is going to be a lot of fun watching short sellers on the way up. $FOUR $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings https://t.co/VyuVcIHLjh $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at" [X Link](https://x.com/anyuser/status/2022006518359765366) 2026-02-12T17:54Z [---] followers, [---] engagements "hahaha we are definitely going down guys $FOUR. $TOST -13% AH. okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6 okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6" [X Link](https://x.com/anyuser/status/2022060554941346018) 2026-02-12T21:29Z [---] followers, [---] engagements "@CarioCapital Me first my $GRAB investment journey costed me more than my [--] weeks visit to Thailand" [X Link](https://x.com/tembelvitesi/status/2022061406720524632) 2026-02-12T21:33Z [---] followers, [---] engagements "$FOUR postponed its earnings date to Feb 26th. I dont know what to think about this one. I am hoping that they have a Pre-arranged Trading Plan and thanks to $ADYEN and $TOST now it is triggered around $55 and they want to ride it for another week. And they will squeze the shorters with sharing QTD numbers. Of course this is me being very optimistic and opportunistic. But considering all the M&A and simplification of share class etc. it is possible that PwC asked for another week. Lets hope for the best. https://twitter.com/i/web/status/2022234690002821591" [X Link](https://x.com/anyuser/status/2022234690002821591) 2026-02-13T09:01Z [---] followers, [----] engagements "$HTZ Hertz son [--] ayda yzde 30a yakn dt. Bill ackman hisseleri satmadysa anlamlandrmak zor. $3.7 ortalama ile tayorum. lk analiz ettiimden beri tm doru hareketleri yapt yeni CEO. Earningsten sonra yeni bir spike bekliyorum akas. Ne yapt derseniz;" [X Link](https://x.com/tembelvitesi/status/1981030357047681100) 2025-10-22T16:10Z [---] followers, [---] engagements "3) lets look at margin expansion- especially gross margin. here i eliminate $LSPD margins are eroding and they have no story. rest is fine. they all improving their margins" [X Link](https://x.com/tembelvitesi/status/2000201723499946190) 2025-12-14T13:50Z [---] followers, [---] engagements "Here is a head to head comparison of $FOUR from the last time it hit $55. Q3 [----] Q3 [----] Payment Volume $27.9B $54.7B (2x) EBITDA $124M $292M (2.3x) Free Cash Flow $75M $141M (1.9x)" [X Link](https://x.com/tembelvitesi/status/2018704979909923197) 2026-02-03T15:15Z [---] followers, [---] engagements "Why it is time to buy $FOUR [--]. Valuation is Absurd [--]. Everyone Hates the Sector [--]. Management is Buying Alongside You [--]. Short Squeeze Setup [--]. The International Story is Just Starting" [X Link](https://x.com/tembelvitesi/status/2018706045049172130) 2026-02-03T15:20Z [---] followers, [---] engagements "@Shift4 @rookisaacman and you know what is the real story here; Jared opened Vilnius office in [----] where there was literally ZERO international customer. Even [--] years before the first international acquisition of Finaro. They have a plan and they stick to it. So am i. Long $FOUR" [X Link](https://x.com/tembelvitesi/status/2019038423416467670) 2026-02-04T13:20Z [---] followers, [---] engagements "$GOOGL Not sure about short term price moves but after today we will run towards $400. I expect; Cloud Acceleration EPS Beat TPU update AI Momentum (DAU MAU accelaration) Waymo update Capital gains from investments Get Ready" [X Link](https://x.com/tembelvitesi/status/2019054822788358240) 2026-02-04T14:25Z [---] followers, [---] engagements "payments industry does not need great engineers believe me it would be a waste of talent. good engineers are fine. if you are saying engineers in US are much better just because they get paid more then i urge you to research some and go travel around the world this would certainly be a help to your thought process" [X Link](https://x.com/tembelvitesi/status/2019160106659627275) 2026-02-04T21:24Z [---] followers, [--] engagements "winter olympics isnt it more like rich kids olympics French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX" [X Link](https://x.com/anyuser/status/2020916090553937937) 2026-02-09T17:41Z [---] followers, [---] engagements "I can't even be happy when $FOUR is up. I feel like i should add more. Should i" [X Link](https://x.com/anyuser/status/2021242101711695909) 2026-02-10T15:17Z [---] followers, [---] engagements "where are we on the fear index now :) $U this huge one day drops are becoming a new normal" [X Link](https://x.com/anyuser/status/2021605759667093735) 2026-02-11T15:22Z [---] followers, [---] engagements "who says you can only get ten baggers in US markets Siemens Energy did that in last [--] years. $ENR" [X Link](https://x.com/anyuser/status/2021607414907204026) 2026-02-11T15:29Z [---] followers, [--] engagements "@invest091 it is extremely tense now you say you gonna grow [--] percentage point less and you go down by 20%. $TOST will hit us too" [X Link](https://x.com/tembelvitesi/status/2021974438049395056) 2026-02-12T15:47Z [---] followers, [---] engagements "So i added more $FOUR at $55.4. Good thing about convinction is that it is a lot easier to see drop after drop you really dont care. Do your research thoroughly; you'll feel much better" [X Link](https://x.com/tembelvitesi/status/2018712118090952880) 2026-02-03T15:44Z [---] followers, [---] engagements "added more at $53.21 $FOUR . I mean the shift in the market is obvious but like how does it make sense to buy Wallmart at [--] PE what kind of defensiveness is that" [X Link](https://x.com/tembelvitesi/status/2018748325168603162) 2026-02-03T18:08Z [---] followers, [---] engagements "is this a dying company or a company that is expanding globally rapidly $FOUR International expansion is there and will only improve margins. fundamentals are intact so i will keep adding" [X Link](https://x.com/tembelvitesi/status/2018758935310643544) 2026-02-03T18:50Z [---] followers, [----] engagements "This is the graph of $FOUR from Q3 earnings date till today. so it lost around 20% of its value in [--] months. which makes around $1.2B that is equivalent to half of the Global Blue. Did we lose the half of the Global Blue business or what" [X Link](https://x.com/tembelvitesi/status/2018777824010584186) 2026-02-03T20:05Z [---] followers, [---] engagements "I think there will be a time not in the distant future that i will say i should have bought more $FOUR . Also i will say that i am glad that i did the heavy research and i did have a convinction" [X Link](https://x.com/tembelvitesi/status/2019029071372702059) 2026-02-04T12:43Z [---] followers, [---] engagements "@Shift4 Years ago @rookisaacman saw something others missed. In [----] he visited Vilnius and called it a "miniature Silicon Valley. and he turned it into a European Hub step by step. He even took a Lithuanian flag into orbit on Inspiration4 π $FOUR" [X Link](https://x.com/tembelvitesi/status/2019034955431698686) 2026-02-04T13:06Z [---] followers, [---] engagements "@Shift4 @rookisaacman Why Vilnius Why Lithuania Its a tech powerhouse: β #1 in the world for digital skills availability. β "High Proficiency" English. β 24/7 Global Support hubthey run the US night shift" [X Link](https://x.com/tembelvitesi/status/2019035593758675160) 2026-02-04T13:09Z [---] followers, [---] engagements "@Shift4 @rookisaacman but most importantly by scaling in Vilnius they get Tier-1 engineering talent at a fraction of US costs. $FOUR compare to $TOST; with [---] employees this could mean at the very least $60M payroll saving per year" [X Link](https://x.com/tembelvitesi/status/2019037424815681885) 2026-02-04T13:16Z [---] followers, [---] engagements "How about that +7.3% $FOUR Although i do have a crazy idea of doubling down on my position if it hits low 50s so help me god" [X Link](https://x.com/tembelvitesi/status/2019150889760555278) 2026-02-04T20:47Z [---] followers, [---] engagements "First one to hit the target is $IBKR and that was fast; lesson is dont wait to increase your position for the right company. $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return π $AMZN $226 β $271 β 20% return π‘ $IBKR $64 β $79 β 23% return β $UNH $341 β $410 β 20% return π What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β" [X Link](https://x.com/anyuser/status/2021202614059168140) 2026-02-10T12:40Z [---] followers, [---] engagements "It is obvious that the $FOUR price is ridiculous. however I think letting stock price to suffer a bit more in order to get more pieces from $WLN would make a lot of sense here especially in the long run. I mean at least that's what i would do. They have already acquired Worldline's North America business and it was dead cheap. And it is a Firesale right now at Wordline. Look at the chart- none of the big global companies with their right mind will stay long with a payment partner that will soon go down. You need to have an exit plan if you are even slightly good at your job. So $WLN needs to" [X Link](https://x.com/anyuser/status/2021546253322997820) 2026-02-11T11:25Z [---] followers, [----] engagements "I still see $GRAB as a good LT play and a compounder especially with these prices it is golden. It might take some time get the value because there is no reason for them to squeze the customer now. They will keep adding verticals. All that matters is consumer incentives are down meaning that demand is there. Partner incentive is just a short term problem. with [--] Million MAU anything you add to the stickiness is a huge win and you will win in the long run. https://twitter.com/i/web/status/2021903087493906851 https://twitter.com/i/web/status/2021903087493906851" [X Link](https://x.com/anyuser/status/2021903087493906851) 2026-02-12T11:03Z [---] followers, [---] engagements "one thing i need to learn and a question to all investors out there. How do you balance between "I should have bought more" and "I have no cash left" $GRAB $GOOGL $AMZN $FOUR $IBKR $UNH" [X Link](https://x.com/anyuser/status/2021904499364049410) 2026-02-12T11:09Z [---] followers, [---] engagements "You pay 1.5% annual management fee and a 16% performance fee and he buys $AMZN $META #GOOGL why dont you just buy $VOO Billy boy. Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard https://t.co/sucPbSP2XU Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update:" [X Link](https://x.com/anyuser/status/2021908649531322716) 2026-02-12T11:26Z [---] followers, [---] engagements "@CarioCapital hahaha i mean hopefully the guidance killed $TOST" [X Link](https://x.com/tembelvitesi/status/2022059697403249126) 2026-02-12T21:26Z [---] followers, [---] engagements "sanrm nceki tarihi konsensus tarihiymi erteleme olmam benim hatam. ama demek istediim shortcular terste brakmadan nce daha uzun sre hisse geri alm yapabilmek iin srenin uzatlma ihtimali idi. her dolarn hesabn yapyorlar geen eyrek [--] usd ortalama ile aldlar byk ihtimal [--] Usd u an bedava" [X Link](https://x.com/tembelvitesi/status/2022256886414819578) 2026-02-13T10:29Z [---] followers, [---] engagements "@rnertfinance valla umarm ben de salam yklendim :) ama biraz zaman alabilir sabrl olmakta fayda var. piyasa da ok gergin zaten $50 altna sarkarsa da sakin kalmak lazm. Genel olarak uzun vadede gldreceini dnyorum bu zamanlar hisse toplamak iin kullanmak mantkl" [X Link](https://x.com/tembelvitesi/status/2022260577691750802) 2026-02-13T10:44Z [---] followers, [--] engagements "Happy new year to all It was a great year overall. Here are the yearly results of [--] portfolios i manage for the family. Ranked by the size. A) +40.52% B) +58.00% C) +62.08% It was almost same tickers but timing and the sizing was different. $GOOGL $CNC $HTZ $UNH $IBKR" [X Link](https://x.com/anyuser/status/2006739180437774479) 2026-01-01T14:47Z [---] followers, [---] engagements "$FOUR postponed its earnings date to Feb 26th. I dont know what to think about this one. I am hoping that they have a Pre-arranged Trading Plan and thanks to $ADYEN and $TOST now it is triggered around $55 and they want to ride it for another week. And they will squeze the shorters with sharing QTD numbers. Of course this is me being very optimistic and opportunistic. But considering all the M&A and simplification of share class etc. it is possible that PwC asked for another week. Lets hope for the best. https://twitter.com/i/web/status/2022234690002821591" [X Link](https://x.com/anyuser/status/2022234690002821591) 2026-02-13T09:01Z [---] followers, [----] engagements "hahaha we are definitely going down guys $FOUR. $TOST -13% AH. okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6 okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6" [X Link](https://x.com/anyuser/status/2022060554941346018) 2026-02-12T21:29Z [---] followers, [---] engagements "okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold" [X Link](https://x.com/anyuser/status/2021964925669978522) 2026-02-12T15:09Z [---] followers, [----] engagements "It is going to be a lot of fun watching short sellers on the way up. $FOUR $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings https://t.co/VyuVcIHLjh $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at" [X Link](https://x.com/anyuser/status/2022006518359765366) 2026-02-12T17:54Z [---] followers, [---] engagements "$FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings report Shift4 lost 17.5% of its value. Lets take a look what Shift4 did after Nov [--] so that we work with the facts not market sentiments. 1TRA Debt Eliminated: Jared Isaacman waived his rights to an estimated $440 million in Tax Receivable Agreement (TRA) payments. β‘ massive boost to future FCF 2Single-Class Share Structure: The" [X Link](https://x.com/anyuser/status/2022005997254873293) 2026-02-12T17:52Z [---] followers, [----] engagements "it must have hurt. dont chase the HYPE. A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f" [X Link](https://x.com/anyuser/status/2021965863549907364) 2026-02-12T15:13Z [---] followers, [--] engagements "A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ" [X Link](https://x.com/anyuser/status/2021788855066923119) 2026-02-12T03:30Z 584.3K followers, 448.1K engagements "You pay 1.5% annual management fee and a 16% performance fee and he buys $AMZN $META #GOOGL why dont you just buy $VOO Billy boy. Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard https://t.co/sucPbSP2XU Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update:" [X Link](https://x.com/anyuser/status/2021908649531322716) 2026-02-12T11:26Z [---] followers, [---] engagements "Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n 𧡠https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625" [X Link](https://x.com/anyuser/status/2021766050119876625) 2026-02-12T01:59Z 47.1K followers, 61.6K engagements "one thing i need to learn and a question to all investors out there. How do you balance between "I should have bought more" and "I have no cash left" $GRAB $GOOGL $AMZN $FOUR $IBKR $UNH" [X Link](https://x.com/anyuser/status/2021904499364049410) 2026-02-12T11:09Z [---] followers, [---] engagements "I still see $GRAB as a good LT play and a compounder especially with these prices it is golden. It might take some time get the value because there is no reason for them to squeze the customer now. They will keep adding verticals. All that matters is consumer incentives are down meaning that demand is there. Partner incentive is just a short term problem. with [--] Million MAU anything you add to the stickiness is a huge win and you will win in the long run. https://twitter.com/i/web/status/2021903087493906851 https://twitter.com/i/web/status/2021903087493906851" [X Link](https://x.com/anyuser/status/2021903087493906851) 2026-02-12T11:03Z [---] followers, [---] engagements "It is a long term play of Lifetime Value. they are following $MELI playbook for SEA. They have [--] million MAU. Any new vertical will add value to $GRAB. You can only get to a certain point with delivery and mobility. π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in https://t.co/Mqmo5qdGMc π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an" [X Link](https://x.com/anyuser/status/2021899663679586527) 2026-02-12T10:50Z [---] followers, [---] engagements "π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in Adjusted EBITDA in [----]. - Stash will continue operating as an independent brand in the U.S. post-Closing. - Longer term $GRAB may introduce Stash's investing solutions including AI Money Coach in Southeast Asia. https://twitter.com/i/web/status/2021785906550886742 https://twitter.com/i/web/status/2021785906550886742" [X Link](https://x.com/anyuser/status/2021785906550886742) 2026-02-12T03:18Z [----] followers, 59.9K engagements "who says you can only get ten baggers in US markets Siemens Energy did that in last [--] years. $ENR" [X Link](https://x.com/anyuser/status/2021607414907204026) 2026-02-11T15:29Z [---] followers, [--] engagements "where are we on the fear index now :) $U this huge one day drops are becoming a new normal" [X Link](https://x.com/anyuser/status/2021605759667093735) 2026-02-11T15:22Z [---] followers, [---] engagements "It is obvious that the $FOUR price is ridiculous. however I think letting stock price to suffer a bit more in order to get more pieces from $WLN would make a lot of sense here especially in the long run. I mean at least that's what i would do. They have already acquired Worldline's North America business and it was dead cheap. And it is a Firesale right now at Wordline. Look at the chart- none of the big global companies with their right mind will stay long with a payment partner that will soon go down. You need to have an exit plan if you are even slightly good at your job. So $WLN needs to" [X Link](https://x.com/anyuser/status/2021546253322997820) 2026-02-11T11:25Z [---] followers, [----] engagements "As Europes largest payment powerhouse Worldline $WLN processes transactions for over [--] million businesses including global giants like LVMH and PUMA. And look at its stock price $FOUR will eat this alive and will share the cake with $ADYEN I am guessing we will hear a $PUMA partnership soon. https://twitter.com/i/web/status/2021531504929640730 https://twitter.com/i/web/status/2021531504929640730" [X Link](https://x.com/anyuser/status/2021531504929640730) 2026-02-11T10:27Z [---] followers, [----] engagements "I can't even be happy when $FOUR is up. I feel like i should add more. Should i" [X Link](https://x.com/anyuser/status/2021242101711695909) 2026-02-10T15:17Z [---] followers, [---] engagements "First one to hit the target is $IBKR and that was fast; lesson is dont wait to increase your position for the right company. $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return π $AMZN $226 β $271 β 20% return π‘ $IBKR $64 β $79 β 23% return β $UNH $341 β $410 β 20% return π What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β" [X Link](https://x.com/anyuser/status/2021202614059168140) 2026-02-10T12:40Z [---] followers, [---] engagements "What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return" [X Link](https://x.com/anyuser/status/2000173769625612550) 2025-12-14T11:59Z [---] followers, [---] engagements "winter olympics isnt it more like rich kids olympics French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX" [X Link](https://x.com/anyuser/status/2020916090553937937) 2026-02-09T17:41Z [---] followers, [---] engagements "French Olympic winter team vs "French" football national team" [X Link](https://x.com/anyuser/status/2020185451903258938) 2026-02-07T17:18Z 133.2K followers, 12.6M engagements "RT @jbulltard1: Jeff explaining how $AMZN stock moves https://x.com/JeffBezos/status/2020861883524247807s=20 https://x.com/JeffBezos/status/2020861883524247807s=20" [X Link](https://x.com/anyuser/status/2020896828003115440) 2026-02-09T16:25Z [---] followers, [--] engagements "Jeff explaining how $AMZN stock moves https://x.com/JeffBezos/status/2020861883524247807s=20 https://t.co/d0nvnvxVYR https://x.com/JeffBezos/status/2020861883524247807s=20 https://t.co/d0nvnvxVYR" [X Link](https://x.com/anyuser/status/2020888000268247059) 2026-02-09T15:50Z 40.3K followers, 88K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@berlindeyatirim diplomalΔ± ekonomist #FIRE
diplomalΔ± ekonomist #FIRE posts on X about $four, $googl, $amzn, $tost the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +49%
- [--] Month [------] +263%
- [--] Year [------] +1,684,300%
Mentions: [--] #
- [--] Year [--] +2,950%
Followers: [---] #
- [--] Week [---] +2.70%
- [--] Month [---] +13%
- [--] Year [---] +75%
CreatorRank: [---------] #
Social Influence
Social category influence stocks cryptocurrencies technology brands finance countries currencies fashion brands automotive brands formula 1 social networks
Social topic influence $four #1, $googl, $amzn, $tost #11, $unh, $htz, $grab #113, $ibkr, $xyz #19, $adyen #8
Top accounts mentioned or mentioned by @rookisaacman @tlaubers @shift4 @loote1717 @cariocapital @rnertfinance @realroseceline @stockmktnewz @stockprinter @invest091 @billackman @hertz @fiscalai @joecarlsonshow @growthrapidly @waymo @jbulltard1 @curryornothing
Top assets mentioned 4 (FOUR) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Toast, Inc. (TOST) UnitedHealth Group (UNH) Hertz Network (HTZ) Grab Holdings Limited Class A Ordinary Shares (GRAB) Interactive Brokers Group, Inc. (IBKR) Block, Inc. (XYZ) Centene Corp (CNC) Metadium (META) Hertz Global Holdings, Inc Common Stock (HTZ) 69Coin (69) NVIDIA Corp. (NVDA) PayPal Holdings Inc (PYPL) Global Payments Inc (GPN) Lightspeed Commerce Inc. (LSPD) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Walmart, Inc. (WMT) Oracle Corporation (ORCL) MercadoLibre Inc (MELI) Unity Software Inc. (U) Energizer Holdings, Inc (ENR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Bugun [-----] USD den [--] adet Pfizer hissesini portfoye ekleyip #PFE deki paym arttrdm. Her ne kadar ila sektr cok sevilmese de piyasann Covid sonras oluan finansallara ekstra tepki verdiini dnyorum. Pfizer [---] eyrektir #temett deyen bir irket"
X Link 2024-04-08T16:05Z [---] followers, [--] engagements
"Bugn itibariyle Deutsche Telekom #DTE temettleri hesaba geti. Hisse bana [----] Eur ile u anki fiyattan yaklak %3.5 benim maliyetime gre ise %4 verim elde ettim. Yine dzenli #temett deyen nakit ak iin alnabilecek bir irket. Gecen sene karn %43 n dagtrken bu sene %21ini dagttlar. Fiyat dtke toplananilecek bir hisse [--] Eur altnda alm yapabilirim"
X Link 2024-04-16T18:30Z [---] followers, [--] engagements
"Srf bu yzden portfyn 3te 1i $GOOGL ksa zamanda 300$ a doru yolculuk balayacak. Yani bir irkette hem TPU hem LLM hem Autonomous driving olabilir mi Search Youtube Chrome Android vs saymyorum. TPU Gemini ve Waymo daha fiyatlanmad bile. Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no. Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no"
X Link 2025-10-02T08:44Z [---] followers, [--] engagements
"$META iin CFO yorumlarn baz alarak olas senaryolar karttm. yle ki abimiz ne demi nce ona bakalm. total expenses will grow at a significantly faster percentage rate in [----] than [----] capital expenditures dollar growth will be notably larger in [----] than 2025"
X Link 2025-11-05T12:01Z [---] followers, [--] engagements
"1/7 The "AI Chip Wars" isn't just about speed. Its a replay of history. Nvidia vs. AWS Trainium isn't tech vs. tech. It is Karl Benz vs. Henry Ford. And if you look at [----] you can predict where AI compute is going in [----]. $NVDA vs $AMZN π§΅π"
X Link 2025-12-01T21:47Z [---] followers, [---] engagements
"2/7 The Inventor: Nvidia is Karl Benz. In [----] Benz invented the car. It was a marvel. Precision engineering. Powerful. Expensive. Today Nvidias Blackwell is the "Mercedes." Unmatched speed π Perfect software (CUDA) π§ A luxury only the elite can easily afford"
X Link 2025-12-01T21:47Z [---] followers, [--] engagements
"3/7 The Industrialist: AWS is Henry Ford. Ford didnt make the fastest car. He made the Model T. It was ugly and simple but it cost $260 when a Benz cost thousands. Trainium 3: Not trying to beat Nvidias raw speed. Trying to be 40% cheaper and "good enough.""
X Link 2025-12-01T21:49Z [---] followers, [--] engagements
"4/7 In the 20th century Ford won the wealth game. He commoditized the car. He moved the profit from the "luxury item" to the "everyday utility." Mercedes stayed a profitable luxury brand. Ford changed how the human race lived"
X Link 2025-12-01T21:50Z [---] followers, [--] engagements
"5/7 Right now the market is INVERTED. In AI Speed = Intelligence. If your chip is slow your AI is stupid. So everyone is forced to buy the "Mercedes" (Nvidia) at insane margins (70%+). Nvidia is currently winning the valuation war because we are still in the "Luxury Era.""
X Link 2025-12-01T21:51Z [---] followers, [--] engagements
"6/7 Trainium [--] is AWS's bet that the "Luxury Era" is ending. They want to turn AI compute into a Commodity. If they succeed the profit center shifts: From the Chip Maker (Nvidia) β‘ The Platform Owner (AWS). From "How fast is it" β‘ "How cheap can I scale it""
X Link 2025-12-01T21:53Z [---] followers, [--] engagements
"7/7 If you are a Researcher: Buy the Mercedes (Nvidia). You need the performance. If you are a Business: Watch for the Model T (Trainium). History doesn't repeat but it rhymes. We are about to see if the Assembly Line can beat the Supercar. ππ $NVDA vs $AMZN"
X Link 2025-12-01T21:54Z [---] followers, [---] engagements
"the more i read and research about $FOUR the more i am getting convinced. how deep am i on my research let me put it this way i am now friends with VPs Sales Managers etc on Linkedin"
X Link 2025-12-11T10:23Z [---] followers, [---] engagements
"$FOUR stays at a 13% of my Portfolio. I keep thinking about the stocks in my portfolio that i am less convinced compare to Shift4. I am thinking about raising my ceiling to 25% on this one. I will increase to around 17-18% at current below $70 prices before the new year"
X Link 2025-12-11T10:29Z [---] followers, [--] engagements
"so let me share some of the findings as thought experiment to read it again if i ever suspect my own decision if the things go bad. which i doubt but lets see"
X Link 2025-12-11T10:39Z [---] followers, [--] engagements
"1) I believe $FOUR is exceptionally good at M&A below is their earlier acquisitions before Global Blue. One thing to notice is that when the valuations in fintech were sky high they did not go for an acquisition spree compare to competitors like Block Fiserv or Lightspeed"
X Link 2025-12-11T10:41Z [---] followers, [---] engagements
"2) what they acquired has actually brought value and it makes a lot of sense. look at this way- they got the VenueNext during Covid in [----] where touchless payments on seat purchases was needed at the time. and they conquered Stadiums. $FOUR"
X Link 2025-12-11T10:49Z [---] followers, [--] engagements
"3) they only paid $72M for it then they kept quiet until late [----] while evaluations were high. and they did these in a 0% interest rate environment that only shows they know how to value a business. understanding that you are in a bubble while you are in it is hell of a skill"
X Link 2025-12-11T10:53Z [---] followers, [--] engagements
"4) what did they do next they acquired Finaro they got the banking licenses in EU & UK Japan. first step towards International expansion. they became able to convert global volume. they signed the deal with Spacex which is huge"
X Link 2025-12-11T10:58Z [---] followers, [--] engagements
"5) Then they acquired Vectron and CIP (Card Industry Professionals) in [----] which they gave them a 65K German restaurants + [---] UK based sales agents experienced in payments world. and it only costed +80M. now they have foot on the ground for the expansion. $FOUR"
X Link 2025-12-11T11:01Z [---] followers, [--] engagements
"7) check out the VP of Global Retail she is on a Fintech event spree in Milan Paris and London. she is now the foot on the Luxury retail business in Europe"
X Link 2025-12-11T11:10Z [---] followers, [--] engagements
"8) and finally comes the big struck - Global Blue - . Imagine acquiring Global Blue before you have a banking license established customer base or sales team in Europe. would it make sense I would say definitely no. How would you connect it to you otherwise. $FOUR"
X Link 2025-12-11T11:17Z [---] followers, [--] engagements
"9) now you have another layer of cross sell opportunies Tax-Free + Currency conversion. and now comes the big volume with Global Blue- imagine converting some of the big names like Louis Vuitton or Gucci. now they have everyting in place and offer the end to end solution"
X Link 2025-12-11T11:23Z [---] followers, [--] engagements
"9) but are they done yet No they go for the North America operations of Wordline. Why because its dead cheap. Wordline is a dying company share price declined 97% all time. Stripe and Adyen destroyed them- they got stucked with impairments- thousands of workers and unions"
X Link 2025-12-11T11:28Z [---] followers, [--] engagements
"10) and i believe its only the beginning- worldline has around 500B EUR payment volume- they want to focus on their core business in europe- if there is anything to scrap- $FOUR will scrap it for sure"
X Link 2025-12-11T11:33Z [---] followers, [---] engagements
"what are some catalyzors to fly $FOUR 1) We need a re-rating. Out of low Payments valuation to high SaaS valuation. I believe conitinued share of subscription revenue increase will provide us that"
X Link 2025-12-14T12:24Z [---] followers, [---] engagements
"2) I believe international expansion will both bring margin expansion and increased share of subs revenue. Look at the price differences on same SkyTab products for US and UK. $29.99/month vs 39.00/month +73% $59.98/month vs 63.00/month +40% $FOUR"
X Link 2025-12-14T12:32Z [---] followers, [---] engagements
"Lets do a little comparison. Which one would you choose Let's find the answer by eliminating options old-school test style. 1) revenue growth is #1 - after all it is a growth portfolio. Here $PYPL $FISV $FIS $GPN says goodbye. $XYZ hardly stays"
X Link 2025-12-14T13:08Z [---] followers, [---] engagements
"5) I believe after this point it depends on the investor and their investing style. I am not going to say like #FOUR is the obvious choice. I'd like to play a bit more safe and i always look at downside risk first. for a reasonable downside i believe shift4 offers immense upside"
X Link 2025-12-14T13:59Z [---] followers, [---] engagements
"6) there are investors who choices highest revenue and organic growth at all cost. some prioritizes a clean balance sheet. Yes $FOUR has a debt. but it was for the sake of growth and it make sense. I personally took a consumer loan to invest in stocks. So i understand them"
X Link 2025-12-14T14:02Z [---] followers, [---] engagements
"I added more $FOUR today at $66.2. This is 20% cheaper than what Jared Isaacman paid in August. this price is simply ridiculous but a gold mine at the same time. more time to accumulate i have no rush"
X Link 2025-12-15T17:37Z [---] followers, [---] engagements
"I closed my positions of $HTZ . On average i hold it around 12-15 months. And on average my return was around 50%. Although ive seen 100%+ profit i hesitated to sell. Another lesson to me on turn around stories when you hit a milestone get some profit"
X Link 2025-12-18T16:07Z [---] followers, [---] engagements
"$HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is not hitting 1500$ and its bothering me makes me uncomfortable to hold it 2) I needed funds for $FOUR :)"
X Link 2025-12-18T16:13Z [---] followers, [---] engagements
"Still reading about $FOUR my level of conviction is similar to the times that i bought $GOOGL at $150s with a much higher upside potential"
X Link 2025-12-20T15:48Z [---] followers, [---] engagements
"I bought $GOOGL between August24 and July25. So I wouldnt mind having the $FOUR price between $60 and $80; thats my accumulation zone"
X Link 2025-12-20T15:53Z [---] followers, [---] engagements
"congrats to @rookisaacman. The path to S&P [---] is officially UNLOCKED for Shift4 $FOUR ππ¦ Shift4 is no longer a controlled company no more super voting rights"
X Link 2025-12-20T16:09Z [---] followers, [---] engagements
"Although i love Jared Isaacmans high stakes growth requires sacrifices. You gotta give some to get some. It is like accepting your child is an adult now. And now the market will start re-rating $FOUR"
X Link 2025-12-20T16:14Z [---] followers, [---] engagements
"it is in the hands of @tlaubers now. 2-3 consecutive earnings delivery good execution of M&As showing some synergies increasing subs revenue share delivering of the $1B [----] FCF and 30% CAGR plan modest margin expansion and some buybacks. Thats all it takes to enter S&P500"
X Link 2025-12-20T16:24Z [---] followers, [---] engagements
"@Loote1717 @tlaubers Subs revenue share is currently at 20.2%. If they can convert new acquired businesses; which according to management they had between 35-50% success rate before. Then we expect an gradual increase to 30% Rev Share. Here this happens Payments β SaaS"
X Link 2025-12-21T05:14Z [---] followers, [--] engagements
"@Loote1717 @tlaubers Currently we stand at 7.7x runrate EV/EBITDA this is a garbage level unfortunately. $TOST is at 28-30x $XYZ is at 14x. [----] exit EBITDA will be $2B [----] exit FCF will be $1B With re-rating to 14x and 2.5x net leverage we would end up with roughly $23B"
X Link 2025-12-21T05:38Z [---] followers, [---] engagements
"@Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x easily in [----]. That is a $31B market cap. $350 share price 5.4x opportunity in [--] years. 75% CAGR. First year is gonna be hard but then it flies. As they sign their letters Boldly Forward"
X Link 2025-12-21T05:48Z [---] followers, [---] engagements
"I am observing that too many experienced investors here in X getting interested in $FOUR and the number of them is increasing every day. I would say that they would agree with me nobody is here for a quick 20-30% profit. @Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x easily in [----]. That is a $31B market cap. $350 share price 5.4x opportunity in [--] years. 75% CAGR. First year is gonna be hard but then it flies. As they sign their letters Boldly Forward. @Loote1717 @tlaubers This qualifies $FOUR to S&P [---] then this would re-rates us again to 18x"
X Link 2025-12-21T07:20Z [---] followers, [---] engagements
"@BillAckman @Hertz The thing about $HTZ is it is an undervalued asset and turn around play. There is nothing sexy about it"
X Link 2025-12-22T04:19Z [---] followers, [--] engagements
"Days like this makes you question your decisions. $HTZ is up 12% after a retweet of Bill Ackman. This is not the first stock pump from him and wont be the last. Dont get me wrong i like Hertz but it is not as safe as $FOUR $HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is not hitting 1500$ and its bothering me makes me uncomfortable to hold it 2) I needed funds for $FOUR :) $HTZ This was one of the hardest wins i had. I got into it before Bill Ackman did. knew the whole story. The reason i sold is 1) RPU is"
X Link 2025-12-22T15:15Z [---] followers, [---] engagements
"I find analysis on $HTZ too shallow. After the CEO change they front loaded lots of costs including legal deprecition etc. Thanks to that after couple of quarters they were able to show the improvements"
X Link 2025-12-22T15:22Z [---] followers, [--] engagements
"They sold the unused cars increased utilization decresead DPU to $251 postponed debts and saved some time. I still believe there is a good upside potential"
X Link 2025-12-22T15:23Z [---] followers, [--] engagements
"But revenue per unit is not increasing and that is concerning. You can play with depreciation you can sell cars and increase utilization but these are cost optimization tricks. RPU is the most important metric for $HTZ future. Needs $1500+ RPU and increasing trend"
X Link 2025-12-22T15:28Z [---] followers, [--] engagements
"@realroseceline this guy is a $TSLA fanboy no wonder he does not understand the details and fundamentals. As a Fanboy he says that Waymos ruined the city during the power outage while they were only following 4way without lights rules"
X Link 2025-12-23T17:01Z [---] followers, [--] engagements
"@realroseceline Omg he also thinks $GPN is a good buy here. Dude dont get me wrong with this level of research and understanding you can get lucky once or twice or lets say multiple times in a bull market but you are doomed to lose big. One advice to you dont go big on any of your bets"
X Link 2025-12-23T17:09Z [---] followers, [--] engagements
"$FOUR will be re-rated eventually. Until then keep buying. Square v. Toast v. Shift4 5yr Payment Volume Growth: Square +133% Toast +596% Shift4 +671% $XYZ $TOST $FOUR https://t.co/dUDAbKcViT Square v. Toast v. Shift4 5yr Payment Volume Growth: Square +133% Toast +596% Shift4 +671% $XYZ $TOST $FOUR https://t.co/dUDAbKcViT"
X Link 2025-12-28T15:20Z [---] followers, [---] engagements
"@fiscal_ai 1) Google: $6T 2) Microsoft; $4.7T 3) Amazon: $4.3T 4) Nvidia: $4.0T 5) Apple: $3.8T 6) Meta: $2.5T"
X Link 2025-12-29T22:00Z [---] followers, [---] engagements
"Happy new year to all It was a great year overall. Here are the yearly results of [--] portfolios i manage for the family. Ranked by the size. A) +40.52% B) +58.00% C) +62.08% It was almost same tickers but timing and the sizing was different. $GOOGL $CNC $HTZ $UNH $IBKR"
X Link 2026-01-01T14:47Z [---] followers, [---] engagements
"Lets go into some details. I believe the biggest difference was bag holding the $AMZN for portfolio A. B and C did not have Amazon as they are rather new portfolios and my holdings of Amazon rather old in A It is the biggest disappoinment so far. I just could not sell it"
X Link 2026-01-01T14:52Z [---] followers, [--] engagements
"I am not happy with the performance of $GRAB as well. It went as high as $6.5 but current prices indicates another bag holding for me. I bought after a visit to Thailand and Singapore following a Peter Lynch method :) It will come back to its ATHs i believe"
X Link 2026-01-01T14:57Z [---] followers, [--] engagements
"Lets talk about winners; firstly i am quite proud of $HTZ where i locked around 50-60% profit. I did the whole research and realized new Ceo s front loaded depreciation and infringement charges. A really good lesson for me on detailed research"
X Link 2026-01-01T15:00Z [---] followers, [--] engagements
"$CNC yes $UNH was quite famous this year. But when you go deep on US healthcare you realize that there was even a better opportunity. $CNC was a little bit risky but with a lot higher return potentialAs a result it is at around +50% profit now. Always research the competitors"
X Link 2026-01-01T15:04Z [---] followers, [---] engagements
"$IBKR is the most underrated growth company i think. I would love to add more. Just could not come to my entry point if it does i will add more. It did +45% this year"
X Link 2026-01-01T15:07Z [---] followers, [--] engagements
"Going into [----] what do i plan $GOOGL will hold it big can be bigger. I still find it cheap. 28x forward PE is nothing. $IBKR will hold it and add more if i can. $AMZN i will add it to other [--] portfolios as well. Trainium will be huge. It is time"
X Link 2026-01-01T15:46Z [---] followers, [---] engagements
"$UNH and $CNC i will hold it until a better opportunity presents itself. Really good defensive with good upside potential. I think around April and May we can see the upside. I will size it down in portfolio B and C to add $AMZN tho"
X Link 2026-01-01T15:52Z [---] followers, [---] engagements
"$GRAB i hold a small position around 3-5% it is a good Geo diversification it will be up back to $6.5 levels. I feel like it owes me a 30% profit :)"
X Link 2026-01-01T15:57Z [---] followers, [--] engagements
"Finally $FOUR It will take some time market to understand it. Taylor Lauber is right he needs to do 5x to get 3x return on stock price. This means accumulation for me. I am here for the long game. A year or two of accumulation will give me my total financial freedom"
X Link 2026-01-01T16:01Z [---] followers, [---] engagements
"@joecarlsonshow $FOUR although i wouldn't mind waiting 27' for re-rating"
X Link 2026-01-04T13:26Z [---] followers, [---] engagements
"@growthrapidly Check out $FOUR way undervalued founder is heading NASA now"
X Link 2026-01-04T19:02Z [---] followers, [---] engagements
"Answer will always be not enough $GOOGL $GOOG $GOOGL is now a $4 trillion market cap. How many shares do you own https://t.co/hJg7Zat4Iu $GOOG $GOOGL is now a $4 trillion market cap. How many shares do you own https://t.co/hJg7Zat4Iu"
X Link 2026-01-12T21:26Z [---] followers, [--] engagements
"2) lets look at profitability- after all we want money right lets look at Gross profit first: $TOST doing a fantastic job with 57% 3Y CAGR $FOUR follows with 45% and $XYZ with 22.6% $LSPD with 16.9% Although huge distinction with TOST and FOUR not eliminating others yet"
X Link 2025-12-14T13:41Z [---] followers, [---] engagements
"I dont have enough $GOOGL Incredible milestone Congrats to everyone at @Waymo - onwards Incredible milestone Congrats to everyone at @Waymo - onwards"
X Link 2026-02-02T22:12Z [---] followers, [--] engagements
"This does not smell good as well. feeling the obligation to write this shit does not sound like coming from a person who is winning. He was way more cocky than that. I would stay clear from OpenAI related stocks. $MSFT $9984 $Softbank etc. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming"
X Link 2026-02-03T04:42Z [---] followers, [--] engagements
"This shows how cooked we are as a generation. We pay almost a full salary to them and we wont even get half of it. Pension turned into a Ponzi for us. Real wages are way lower house prices are skyrocketed and on top we gotta save by ourselves from already a low wage to invest Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure Retirees in France now have higher incomes than workers https://t.co/EtLzOlkure"
X Link 2026-02-03T05:02Z [---] followers, [--] engagements
"Also you pay 26.5% tax on your realized gains if you are in Germany with a peanuts tax free allowance of [----] EUR"
X Link 2026-02-03T05:04Z [---] followers, [--] engagements
"$PYPL returns back to where it started [--] years ago. along with names like $PFE and $INTC it is and was the most famous value trap"
X Link 2026-02-03T19:36Z [---] followers, [---] engagements
"forgot to mention $NVO it did strike again"
X Link 2026-02-03T19:38Z [---] followers, [---] engagements
"hahaha #GOOGL to the rescue. I promise to buy Google Pixel instead of my Iphone I promise to cancel my iCloud subs to get Google One I promise to give my apple watch to my dad and buy a fitbit I promise to switch from Spotify to YouTube Music I promise to use Google Sheets instead of Excel I promise to buy Gemini Glasses instead of Meta Rayban https://twitter.com/i/web/status/2019141155900752014 https://twitter.com/i/web/status/2019141155900752014"
X Link 2026-02-04T20:09Z [---] followers, [---] engagements
"Tonight's the night $AMZN will hit $700B revenue milestone. Here is what i expect; β AWS: Massive growth beat and margin expansion. π CapEx: [----] spend will increase. π Ads: Expecting a slight beat. Silicon: Massive Trainium3 adoption. Bye bye Nvidia. π¦ Retail: Improved Retail margins. π€ Efficiency: Higher rev/employee. Leaner meaner faster. After all lots of lay-offs right https://twitter.com/i/web/status/2019363587764949269 https://twitter.com/i/web/status/2019363587764949269"
X Link 2026-02-05T10:52Z [---] followers, [---] engagements
"Weve officially reached the point that everyone said they were waiting for. "I should have bought at X. Well we are at X. $MSFT $AMZN $UNH $PLTR $AMD $NOW $UBER $DDOG $RBRK"
X Link 2026-02-05T20:29Z [---] followers, [---] engagements
"So lets see. Overall $AMZN doesnt make me as happy as $GOOGL and it makes me wonder unfortunately. Hits $700B. AWS grows faster but margins are down. Total dollar value of 24% is a lot higher than others tho. Capex of $200B feels like a pissing contest now. But this will scare the shit out of the market. Ads is on track. Trainium is on track. North America retail margins improve but International margins deteriorates. Efficiency is on track. Tonight's the night $AMZN will hit $700B revenue milestone. Here is what i expect; β AWS: Massive growth beat and margin expansion. π CapEx: [----] spend"
X Link 2026-02-05T21:33Z [---] followers, [---] engagements
"given the the fact that $GOOGL survived the blood bath with only -0.5% imagine what would it do once the momentum shifts"
X Link 2026-02-05T22:03Z [---] followers, [--] engagements
"@StockMKTNewz Yeah but share price says otherwise. Should have invested to $WMT instead"
X Link 2026-02-05T22:24Z [---] followers, [----] engagements
"Best decision i had was selling my $AMZN RSUs to buy $GOOGL. Owning a company that has spent hundreds of billions to have the better moat in everything it touched helps you sleep better. But oo boy when are we gonna see some returns I am holding and adding for the last [--] years. I am not gonna sell and i know it will be back up 25% from here. But do i really still see it as a permanent hold I am not sure anymore. https://twitter.com/i/web/status/2019676168937427426 https://twitter.com/i/web/status/2019676168937427426"
X Link 2026-02-06T07:34Z [---] followers, [---] engagements
"When you have full conviction fuck diversification. I could have gone 100% $GOOGL but oo i said 30% is already high enough; i need to diversify. I was even getting a loan if it had stayed around $150s a bit longer. That's a convinction"
X Link 2026-02-06T07:44Z [---] followers, [--] engagements
"This is what hype does to you. down 60% from top. some guy actually bought it there. $ORCL Sad to see. $ORCL this is what hype does to to you. Stay with the fundamentals or they will make you buy Oracle at $300s out of fear of missing out and you will lose 1/3 of your money. https://t.co/2Ag46dcxuQ $ORCL this is what hype does to to you. Stay with the fundamentals or they will make you buy Oracle at $300s out of fear of missing out and you will lose 1/3 of your money. https://t.co/2Ag46dcxuQ"
X Link 2026-02-06T07:57Z [---] followers, [---] engagements
"this frustration of holding a decent fundamental company for years and not getting any returns is REAL. $AMZN Especially when lots of money is made on shitty Hype stocks. Opportunity cost can hurt. BUT if it does hurt to see $ORCL now be careful about where you run to when the hype is back. $AMD $IREN $OKLO https://twitter.com/i/web/status/2019684042489106804 https://twitter.com/i/web/status/2019684042489106804"
X Link 2026-02-06T08:06Z [---] followers, [---] engagements
"@StockPrinter @StockMKTNewz I did check it out. $AMZN CAGR 19.41% $WMT CAGR 20.34%"
X Link 2026-02-06T15:21Z [---] followers, [--] engagements
"I mean [----] guidance is $17.75 and new ceo have no luxury of missing the guidance so it must be the bare minimum. unlike some software stocks current price is ridiculous at [--] PE for $UNH Everyone - Im so mad I missed out on $UNH below $300 $UNH pullback below $300 Everyone Im not buying that junk Too funny Everyone - Im so mad I missed out on $UNH below $300 $UNH pullback below $300 Everyone Im not buying that junk Too funny"
X Link 2026-02-06T16:03Z [---] followers, [---] engagements
"Did you know the "engine room" of @Shift4 isn't in USA Its in Vilnius Lithuania. $FOUR Its the Global R&D and Operations center with close to [---] people. Nearly everything you see on a SkyTab screen was built here. π§΅"
X Link 2026-02-04T13:00Z [---] followers, [----] engagements
"As Europes largest payment powerhouse Worldline $WLN processes transactions for over [--] million businesses including global giants like LVMH and PUMA. And look at its stock price $FOUR will eat this alive and will share the cake with $ADYEN I am guessing we will hear a $PUMA partnership soon. https://twitter.com/i/web/status/2021531504929640730 https://twitter.com/i/web/status/2021531504929640730"
X Link 2026-02-11T10:27Z [---] followers, [----] engagements
"It is a long term play of Lifetime Value. they are following $MELI playbook for SEA. They have [--] million MAU. Any new vertical will add value to $GRAB. You can only get to a certain point with delivery and mobility. π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in https://t.co/Mqmo5qdGMc π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an"
X Link 2026-02-12T10:50Z [---] followers, [---] engagements
"okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold"
X Link 2026-02-12T15:09Z [---] followers, [----] engagements
"$FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings report Shift4 lost 17.5% of its value. Lets take a look what Shift4 did after Nov [--] so that we work with the facts not market sentiments. 1TRA Debt Eliminated: Jared Isaacman waived his rights to an estimated $440 million in Tax Receivable Agreement (TRA) payments. β‘ massive boost to future FCF 2Single-Class Share Structure: The"
X Link 2026-02-12T17:52Z [---] followers, [----] engagements
"It is going to be a lot of fun watching short sellers on the way up. $FOUR $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings https://t.co/VyuVcIHLjh $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at"
X Link 2026-02-12T17:54Z [---] followers, [---] engagements
"hahaha we are definitely going down guys $FOUR. $TOST -13% AH. okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6 okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6"
X Link 2026-02-12T21:29Z [---] followers, [---] engagements
"@CarioCapital Me first my $GRAB investment journey costed me more than my [--] weeks visit to Thailand"
X Link 2026-02-12T21:33Z [---] followers, [---] engagements
"$FOUR postponed its earnings date to Feb 26th. I dont know what to think about this one. I am hoping that they have a Pre-arranged Trading Plan and thanks to $ADYEN and $TOST now it is triggered around $55 and they want to ride it for another week. And they will squeze the shorters with sharing QTD numbers. Of course this is me being very optimistic and opportunistic. But considering all the M&A and simplification of share class etc. it is possible that PwC asked for another week. Lets hope for the best. https://twitter.com/i/web/status/2022234690002821591"
X Link 2026-02-13T09:01Z [---] followers, [----] engagements
"$HTZ Hertz son [--] ayda yzde 30a yakn dt. Bill ackman hisseleri satmadysa anlamlandrmak zor. $3.7 ortalama ile tayorum. lk analiz ettiimden beri tm doru hareketleri yapt yeni CEO. Earningsten sonra yeni bir spike bekliyorum akas. Ne yapt derseniz;"
X Link 2025-10-22T16:10Z [---] followers, [---] engagements
"3) lets look at margin expansion- especially gross margin. here i eliminate $LSPD margins are eroding and they have no story. rest is fine. they all improving their margins"
X Link 2025-12-14T13:50Z [---] followers, [---] engagements
"Here is a head to head comparison of $FOUR from the last time it hit $55. Q3 [----] Q3 [----] Payment Volume $27.9B $54.7B (2x) EBITDA $124M $292M (2.3x) Free Cash Flow $75M $141M (1.9x)"
X Link 2026-02-03T15:15Z [---] followers, [---] engagements
"Why it is time to buy $FOUR [--]. Valuation is Absurd [--]. Everyone Hates the Sector [--]. Management is Buying Alongside You [--]. Short Squeeze Setup [--]. The International Story is Just Starting"
X Link 2026-02-03T15:20Z [---] followers, [---] engagements
"@Shift4 @rookisaacman and you know what is the real story here; Jared opened Vilnius office in [----] where there was literally ZERO international customer. Even [--] years before the first international acquisition of Finaro. They have a plan and they stick to it. So am i. Long $FOUR"
X Link 2026-02-04T13:20Z [---] followers, [---] engagements
"$GOOGL Not sure about short term price moves but after today we will run towards $400. I expect; Cloud Acceleration EPS Beat TPU update AI Momentum (DAU MAU accelaration) Waymo update Capital gains from investments Get Ready"
X Link 2026-02-04T14:25Z [---] followers, [---] engagements
"payments industry does not need great engineers believe me it would be a waste of talent. good engineers are fine. if you are saying engineers in US are much better just because they get paid more then i urge you to research some and go travel around the world this would certainly be a help to your thought process"
X Link 2026-02-04T21:24Z [---] followers, [--] engagements
"winter olympics isnt it more like rich kids olympics French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX"
X Link 2026-02-09T17:41Z [---] followers, [---] engagements
"I can't even be happy when $FOUR is up. I feel like i should add more. Should i"
X Link 2026-02-10T15:17Z [---] followers, [---] engagements
"where are we on the fear index now :) $U this huge one day drops are becoming a new normal"
X Link 2026-02-11T15:22Z [---] followers, [---] engagements
"who says you can only get ten baggers in US markets Siemens Energy did that in last [--] years. $ENR"
X Link 2026-02-11T15:29Z [---] followers, [--] engagements
"@invest091 it is extremely tense now you say you gonna grow [--] percentage point less and you go down by 20%. $TOST will hit us too"
X Link 2026-02-12T15:47Z [---] followers, [---] engagements
"So i added more $FOUR at $55.4. Good thing about convinction is that it is a lot easier to see drop after drop you really dont care. Do your research thoroughly; you'll feel much better"
X Link 2026-02-03T15:44Z [---] followers, [---] engagements
"added more at $53.21 $FOUR . I mean the shift in the market is obvious but like how does it make sense to buy Wallmart at [--] PE what kind of defensiveness is that"
X Link 2026-02-03T18:08Z [---] followers, [---] engagements
"is this a dying company or a company that is expanding globally rapidly $FOUR International expansion is there and will only improve margins. fundamentals are intact so i will keep adding"
X Link 2026-02-03T18:50Z [---] followers, [----] engagements
"This is the graph of $FOUR from Q3 earnings date till today. so it lost around 20% of its value in [--] months. which makes around $1.2B that is equivalent to half of the Global Blue. Did we lose the half of the Global Blue business or what"
X Link 2026-02-03T20:05Z [---] followers, [---] engagements
"I think there will be a time not in the distant future that i will say i should have bought more $FOUR . Also i will say that i am glad that i did the heavy research and i did have a convinction"
X Link 2026-02-04T12:43Z [---] followers, [---] engagements
"@Shift4 Years ago @rookisaacman saw something others missed. In [----] he visited Vilnius and called it a "miniature Silicon Valley. and he turned it into a European Hub step by step. He even took a Lithuanian flag into orbit on Inspiration4 π $FOUR"
X Link 2026-02-04T13:06Z [---] followers, [---] engagements
"@Shift4 @rookisaacman Why Vilnius Why Lithuania Its a tech powerhouse: β
#1 in the world for digital skills availability. β
"High Proficiency" English. β
24/7 Global Support hubthey run the US night shift"
X Link 2026-02-04T13:09Z [---] followers, [---] engagements
"@Shift4 @rookisaacman but most importantly by scaling in Vilnius they get Tier-1 engineering talent at a fraction of US costs. $FOUR compare to $TOST; with [---] employees this could mean at the very least $60M payroll saving per year"
X Link 2026-02-04T13:16Z [---] followers, [---] engagements
"How about that +7.3% $FOUR Although i do have a crazy idea of doubling down on my position if it hits low 50s so help me god"
X Link 2026-02-04T20:47Z [---] followers, [---] engagements
"First one to hit the target is $IBKR and that was fast; lesson is dont wait to increase your position for the right company. $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return π $AMZN $226 β $271 β 20% return π‘ $IBKR $64 β $79 β 23% return β
$UNH $341 β $410 β 20% return π What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β"
X Link 2026-02-10T12:40Z [---] followers, [---] engagements
"It is obvious that the $FOUR price is ridiculous. however I think letting stock price to suffer a bit more in order to get more pieces from $WLN would make a lot of sense here especially in the long run. I mean at least that's what i would do. They have already acquired Worldline's North America business and it was dead cheap. And it is a Firesale right now at Wordline. Look at the chart- none of the big global companies with their right mind will stay long with a payment partner that will soon go down. You need to have an exit plan if you are even slightly good at your job. So $WLN needs to"
X Link 2026-02-11T11:25Z [---] followers, [----] engagements
"I still see $GRAB as a good LT play and a compounder especially with these prices it is golden. It might take some time get the value because there is no reason for them to squeze the customer now. They will keep adding verticals. All that matters is consumer incentives are down meaning that demand is there. Partner incentive is just a short term problem. with [--] Million MAU anything you add to the stickiness is a huge win and you will win in the long run. https://twitter.com/i/web/status/2021903087493906851 https://twitter.com/i/web/status/2021903087493906851"
X Link 2026-02-12T11:03Z [---] followers, [---] engagements
"one thing i need to learn and a question to all investors out there. How do you balance between "I should have bought more" and "I have no cash left" $GRAB $GOOGL $AMZN $FOUR $IBKR $UNH"
X Link 2026-02-12T11:09Z [---] followers, [---] engagements
"You pay 1.5% annual management fee and a 16% performance fee and he buys $AMZN $META #GOOGL why dont you just buy $VOO Billy boy. Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard https://t.co/sucPbSP2XU Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update:"
X Link 2026-02-12T11:26Z [---] followers, [---] engagements
"@CarioCapital hahaha i mean hopefully the guidance killed $TOST"
X Link 2026-02-12T21:26Z [---] followers, [---] engagements
"sanrm nceki tarihi konsensus tarihiymi erteleme olmam benim hatam. ama demek istediim shortcular terste brakmadan nce daha uzun sre hisse geri alm yapabilmek iin srenin uzatlma ihtimali idi. her dolarn hesabn yapyorlar geen eyrek [--] usd ortalama ile aldlar byk ihtimal [--] Usd u an bedava"
X Link 2026-02-13T10:29Z [---] followers, [---] engagements
"@rnertfinance valla umarm ben de salam yklendim :) ama biraz zaman alabilir sabrl olmakta fayda var. piyasa da ok gergin zaten $50 altna sarkarsa da sakin kalmak lazm. Genel olarak uzun vadede gldreceini dnyorum bu zamanlar hisse toplamak iin kullanmak mantkl"
X Link 2026-02-13T10:44Z [---] followers, [--] engagements
"Happy new year to all It was a great year overall. Here are the yearly results of [--] portfolios i manage for the family. Ranked by the size. A) +40.52% B) +58.00% C) +62.08% It was almost same tickers but timing and the sizing was different. $GOOGL $CNC $HTZ $UNH $IBKR"
X Link 2026-01-01T14:47Z [---] followers, [---] engagements
"$FOUR postponed its earnings date to Feb 26th. I dont know what to think about this one. I am hoping that they have a Pre-arranged Trading Plan and thanks to $ADYEN and $TOST now it is triggered around $55 and they want to ride it for another week. And they will squeze the shorters with sharing QTD numbers. Of course this is me being very optimistic and opportunistic. But considering all the M&A and simplification of share class etc. it is possible that PwC asked for another week. Lets hope for the best. https://twitter.com/i/web/status/2022234690002821591"
X Link 2026-02-13T09:01Z [---] followers, [----] engagements
"hahaha we are definitely going down guys $FOUR. $TOST -13% AH. okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6 okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold. https://t.co/do5vlvlUJ6"
X Link 2026-02-12T21:29Z [---] followers, [---] engagements
"okay now i am absolutely sure that whatever $FOUR announces we are going down. Get your $$$ ready. $ADYEN sneezes we catch a cold"
X Link 2026-02-12T15:09Z [---] followers, [----] engagements
"It is going to be a lot of fun watching short sellers on the way up. $FOUR $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings https://t.co/VyuVcIHLjh $FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at"
X Link 2026-02-12T17:54Z [---] followers, [---] engagements
"$FOUR was a great opportunity when it was around $80 and when Isaacman bought it. It is $55 now. -33% vs Founder's latest open market buy. Short interest is at all time high at 26% of the float. in comparison $TOST is at 6% $XYZ is at 3.5%. since the last earnings report Shift4 lost 17.5% of its value. Lets take a look what Shift4 did after Nov [--] so that we work with the facts not market sentiments. 1TRA Debt Eliminated: Jared Isaacman waived his rights to an estimated $440 million in Tax Receivable Agreement (TRA) payments. β‘ massive boost to future FCF 2Single-Class Share Structure: The"
X Link 2026-02-12T17:52Z [---] followers, [----] engagements
"it must have hurt. dont chase the HYPE. A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f"
X Link 2026-02-12T15:13Z [---] followers, [--] engagements
"A moment of silence for all the quantum bulls of [----]. πͺ¦ $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ"
X Link 2026-02-12T03:30Z 584.3K followers, 448.1K engagements
"You pay 1.5% annual management fee and a 16% performance fee and he buys $AMZN $META #GOOGL why dont you just buy $VOO Billy boy. Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard https://t.co/sucPbSP2XU Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update:"
X Link 2026-02-12T11:26Z [---] followers, [---] engagements
"Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering π New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n 𧡠https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625"
X Link 2026-02-12T01:59Z 47.1K followers, 61.6K engagements
"one thing i need to learn and a question to all investors out there. How do you balance between "I should have bought more" and "I have no cash left" $GRAB $GOOGL $AMZN $FOUR $IBKR $UNH"
X Link 2026-02-12T11:09Z [---] followers, [---] engagements
"I still see $GRAB as a good LT play and a compounder especially with these prices it is golden. It might take some time get the value because there is no reason for them to squeze the customer now. They will keep adding verticals. All that matters is consumer incentives are down meaning that demand is there. Partner incentive is just a short term problem. with [--] Million MAU anything you add to the stickiness is a huge win and you will win in the long run. https://twitter.com/i/web/status/2021903087493906851 https://twitter.com/i/web/status/2021903087493906851"
X Link 2026-02-12T11:03Z [---] followers, [---] engagements
"It is a long term play of Lifetime Value. they are following $MELI playbook for SEA. They have [--] million MAU. Any new vertical will add value to $GRAB. You can only get to a certain point with delivery and mobility. π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in https://t.co/Mqmo5qdGMc π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an"
X Link 2026-02-12T10:50Z [---] followers, [---] engagements
"π¨ $GRAB ACQUIRES STASH π¨ - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in Adjusted EBITDA in [----]. - Stash will continue operating as an independent brand in the U.S. post-Closing. - Longer term $GRAB may introduce Stash's investing solutions including AI Money Coach in Southeast Asia. https://twitter.com/i/web/status/2021785906550886742 https://twitter.com/i/web/status/2021785906550886742"
X Link 2026-02-12T03:18Z [----] followers, 59.9K engagements
"who says you can only get ten baggers in US markets Siemens Energy did that in last [--] years. $ENR"
X Link 2026-02-11T15:29Z [---] followers, [--] engagements
"where are we on the fear index now :) $U this huge one day drops are becoming a new normal"
X Link 2026-02-11T15:22Z [---] followers, [---] engagements
"It is obvious that the $FOUR price is ridiculous. however I think letting stock price to suffer a bit more in order to get more pieces from $WLN would make a lot of sense here especially in the long run. I mean at least that's what i would do. They have already acquired Worldline's North America business and it was dead cheap. And it is a Firesale right now at Wordline. Look at the chart- none of the big global companies with their right mind will stay long with a payment partner that will soon go down. You need to have an exit plan if you are even slightly good at your job. So $WLN needs to"
X Link 2026-02-11T11:25Z [---] followers, [----] engagements
"As Europes largest payment powerhouse Worldline $WLN processes transactions for over [--] million businesses including global giants like LVMH and PUMA. And look at its stock price $FOUR will eat this alive and will share the cake with $ADYEN I am guessing we will hear a $PUMA partnership soon. https://twitter.com/i/web/status/2021531504929640730 https://twitter.com/i/web/status/2021531504929640730"
X Link 2026-02-11T10:27Z [---] followers, [----] engagements
"I can't even be happy when $FOUR is up. I feel like i should add more. Should i"
X Link 2026-02-10T15:17Z [---] followers, [---] engagements
"First one to hit the target is $IBKR and that was fast; lesson is dont wait to increase your position for the right company. $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return π $AMZN $226 β $271 β 20% return π‘ $IBKR $64 β $79 β 23% return β
$UNH $341 β $410 β 20% return π What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β"
X Link 2026-02-10T12:40Z [---] followers, [---] engagements
"What do i expect my core portfolio to deliver next year $GOOGL $309 β $375 β 21% return $FOUR $69 β $92 β 33% return $AMZN $226 β $271 β 20% return $IBKR $64 β $79 β 23% return $UNH $341 β $410 β 20% return"
X Link 2025-12-14T11:59Z [---] followers, [---] engagements
"winter olympics isnt it more like rich kids olympics French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX French Olympic winter team vs "French" football national team https://t.co/sA7cfdA8rX"
X Link 2026-02-09T17:41Z [---] followers, [---] engagements
"French Olympic winter team vs "French" football national team"
X Link 2026-02-07T17:18Z 133.2K followers, 12.6M engagements
"RT @jbulltard1: Jeff explaining how $AMZN stock moves https://x.com/JeffBezos/status/2020861883524247807s=20 https://x.com/JeffBezos/status/2020861883524247807s=20"
X Link 2026-02-09T16:25Z [---] followers, [--] engagements
"Jeff explaining how $AMZN stock moves https://x.com/JeffBezos/status/2020861883524247807s=20 https://t.co/d0nvnvxVYR https://x.com/JeffBezos/status/2020861883524247807s=20 https://t.co/d0nvnvxVYR"
X Link 2026-02-09T15:50Z 40.3K followers, 88K engagements
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