# ![@vanazadian Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1112393081402339328.png) @vanazadian Van Azadian

Van Azadian posts on X about $amzn, $googl, asml, $nvda the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1112393081402339328/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1112393081402339328/c:line/m:interactions.svg)

- [--] Week [------] +43%
- [--] Month [------] +829%
- [--] Months [-------] +388%

### Mentions: [--] [#](/creator/twitter::1112393081402339328/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1112393081402339328/c:line/m:posts_active.svg)

- [--] Month [--] +116%
- [--] Months [---] +505%

### Followers: [------] [#](/creator/twitter::1112393081402339328/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1112393081402339328/c:line/m:followers.svg)

- [--] Week [---] +7.80%
- [--] Month [---] +51%
- [--] Months [---] +182%

### CreatorRank: [---------] [#](/creator/twitter::1112393081402339328/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1112393081402339328/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [vc firms](/list/vc-firms)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges) 

**Social topic influence**
[$amzn](/topic/$amzn) #440, [$googl](/topic/$googl), [asml](/topic/asml), [$nvda](/topic/$nvda), [$asml](/topic/$asml), [$amd](/topic/$amd), [meta](/topic/meta), [ai](/topic/ai), [$meta](/topic/$meta), [$uber](/topic/$uber) #850

**Top accounts mentioned or mentioned by**
[@joecarlsonshow](/creator/undefined) [@elneneloco813](/creator/undefined) [@networthnotes](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@billackman](/creator/undefined) [@growthstockpick](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@stockmktnewz](/creator/undefined) [@mikeschiemer](/creator/undefined) [@unusualwhales](/creator/undefined) [@dividenddudex](/creator/undefined) [@holysmokas](/creator/undefined) [@thestockbro](/creator/undefined) [@elonmusk](/creator/undefined) [@guytalksenergy](/creator/undefined) [@qualityequities](/creator/undefined) [@johnprov1](/creator/undefined) [@james821394596](/creator/undefined) [@lisasu](/creator/undefined) [@realmoneyblog](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Salesforce Inc (CRM)](/topic/$crm) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Hot Dog (COST)](/topic/$cost) [Intuit Inc. (INTU)](/topic/$intu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Costco Wholesale Corporation (COST)](/topic/costco) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/bitcoin) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Moody's Corporation (MCO)](/topic/$mco) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [JPMorgan Chase (JPM)](/topic/$jpm) [Ethereum (ETH)](/topic/$eth) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@joecarlsonshow Was selling ur entire stake in apple the best move. I dont think its a bad company"  
[X Link](https://x.com/vanazadian/status/1909648172734951440)  2025-04-08T16:42Z [--] followers, [---] engagements


"$ASML Earnings - Q1 [----] Revenue: [----] billion vs [---] billion expected Net profit: [----] billion vs [---] billion expected Net Bookings: [----] billion vs [----] billion expected One of the key indicators of order demand that was hit was the net bookings. This shows uncertainty and obviously does not motivate investors. The CEO said there is uncertainty with some of our customers. Overall this is not really what I consider a miss and I think the earnings this quarter were fine. I still remain bullish on the company over the next [--] years. Looking forward to $NFLX Netflix Earnings tomorrow after"  
[X Link](https://x.com/vanazadian/status/1912659590887375290)  2025-04-17T00:09Z [--] followers, [--] engagements


"$COST Costco is the greatest of all time. They remain undefeated. Unstoppable. Outperformed nearly every company youve ever heard of and done so while treating customers employees and shareholders with total respect. The stock is 6% in the green YTD by the way"  
[X Link](https://x.com/vanazadian/status/1912685904830902381)  2025-04-17T01:53Z [--] followers, [--] engagements


"OpenAI and SoftBank are reportedly looking at the UK as a possible international hub for their massive Stargate projecta $500 billion effort to build out AI data centers. While the first phase is focused on the U.S. with construction already underway in Texas and across [--] states the UK is now being considered for future expansion thanks to PM Keir Starmers push to attract AI investment. Stargate was launched on day one of Trumps return to office as part of a national AI infrastructure push"  
[X Link](https://x.com/vanazadian/status/1912936156628746499)  2025-04-17T18:28Z [--] followers, [--] engagements


"Do you think President Trump will actually fire Jerome Powell"  
[X Link](https://x.com/vanazadian/status/1914432915137827149)  2025-04-21T21:35Z [--] followers, [--] engagements


"@HolySmokas $MSFT $META $AAPL & $AMZN"  
[X Link](https://x.com/vanazadian/status/1916252023986569319)  2025-04-26T22:04Z [--] followers, [----] engagements


"This is a massive week for Earnings I'll be paying close attention to $META $MSFT $AMZN and $AAPL"  
[X Link](https://x.com/vanazadian/status/1916252787752501414)  2025-04-26T22:07Z [--] followers, [--] engagements


"@joecarlsonshow Buy Uber $UBER stock. We know you want to. Just do it"  
[X Link](https://x.com/vanazadian/status/1918304703374405957)  2025-05-02T14:00Z [--] followers, [---] engagements


"Warren Buffets Annual Berkshire Hathaway Shareholder Meeting is tomorrow May 3rd"  
[X Link](https://x.com/vanazadian/status/1918515219858325787)  2025-05-03T03:57Z [--] followers, [---] engagements


"Chinese Vice Premier He Lifeng confirms he will be meeting US Treasury Secretary Scott Bessent in Switzerland this weekend to officially begin USA/China trade negotiations. This is great news"  
[X Link](https://x.com/vanazadian/status/1919936846261297194)  2025-05-07T02:06Z [--] followers, [--] engagements


"Chinese Vice Premier He Lifeng confirms he will be meeting US Treasury Secretary Scott Bessent in Switzerland this weekend to officially begin USA/China trade negotiations"  
[X Link](https://x.com/vanazadian/status/1919939147164172309)  2025-05-07T02:15Z [--] followers, [--] engagements


"@joecarlsonshow Palantir $PLTR is very overvalued. Salesforce $CRM is the better buy currently"  
[X Link](https://x.com/vanazadian/status/1920520251550122141)  2025-05-08T16:44Z [--] followers, [----] engagements


"@HolySmokas I agree that it will go up. We will definitely have a better second half of [----]. I see Q3 and Q4 going very well. With every subsequent tariff deal investors will become more and more optimistic about deploying their capital into equities. Let me know your thoughts"  
[X Link](https://x.com/vanazadian/status/1922422510886248507)  2025-05-13T22:43Z [--] followers, [----] engagements


"@long_equity This is an excellent long term portfolio. I like how its concentrated into monopolistic companies. However Im not sure about selling Visa $V; I do really like Meta $META and ASML $ASML"  
[X Link](https://x.com/vanazadian/status/1922647177928577344)  2025-05-14T13:36Z [--] followers, [----] engagements


"@StockMKTNewz Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851753329852767)  2025-05-28T22:17Z [--] followers, [--] engagements


"@StockMKTNewz Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851781616250978)  2025-05-28T22:17Z [--] followers, [--] engagements


"@unusual_whales Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851805402186120)  2025-05-28T22:17Z [--] followers, [---] engagements


"@StockMKTNewz Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851839954850047)  2025-05-28T22:17Z [--] followers, [--] engagements


"@FromValue Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851862478270873)  2025-05-28T22:17Z [--] followers, [--] engagements


"@ftr_investors Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851883676246183)  2025-05-28T22:18Z [--] followers, [--] engagements


"@unusual_whales Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851906883269098)  2025-05-28T22:18Z [--] followers, [---] engagements


"@StockMKTNewz Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851951095418894)  2025-05-28T22:18Z [--] followers, [---] engagements


"@wallstengine Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927851973941866919)  2025-05-28T22:18Z [--] followers, [--] engagements


"@wallstengine Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927852008083447882)  2025-05-28T22:18Z [--] followers, [--] engagements


"@wallstengine @EconomyApp Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927852024281899441)  2025-05-28T22:18Z [--] followers, [--] engagements


"@unusual_whales Nvidia $NVDA is the best company in the world it's literally the future. I loaded up when the market cap was $500B; it's skyrocketed to $3.4T and still just getting started"  
[X Link](https://x.com/vanazadian/status/1927852060214432013)  2025-05-28T22:18Z [--] followers, [--] engagements


"@amitisinvesting What a great idea. Lets sell the company that everyone is completely reliant on for AI Infrastructure"  
[X Link](https://x.com/vanazadian/status/1930304742586232852)  2025-06-04T16:44Z [--] followers, [----] engagements


"@stocktalkweekly Mastercard $MA"  
[X Link](https://x.com/vanazadian/status/1934347750772289660)  2025-06-15T20:30Z [--] followers, [---] engagements


"@JayDwivedi_ Just remove Apple $AAPL"  
[X Link](https://x.com/vanazadian/status/1935187472444452927)  2025-06-18T04:07Z [--] followers, [--] engagements


"@OpenAI started a podcast on their YouTube channel and just posted their first episode. Sam Altman said that we are likely going to see GPT-5 this summer. https://youtu.be/DB9mjd-65gwsi=jWiwXfqNpZzmys76 https://youtu.be/DB9mjd-65gwsi=jWiwXfqNpZzmys76"  
[X Link](https://x.com/vanazadian/status/1935417617835016207)  2025-06-18T19:21Z [--] followers, [--] engagements


"@StockMKTNewz Pretty remarkable considering Tarrifs and a war in the middle east"  
[X Link](https://x.com/vanazadian/status/1937223510562066474)  2025-06-23T18:57Z [--] followers, [---] engagements


"Excited to share that my investment fund Spark Capital Management hit a major milestone today: over $100000 in unrealized profits since our January launch just [--] months ago Grateful for all the support. Onward and upward 🚀 @sparkcapmgmt"  
[X Link](https://x.com/vanazadian/status/1938606592708014256)  2025-06-27T14:33Z [--] followers, [--] engagements


"I had the pleasure of meeting Buah Saidy Governor of the Central Bank of Gambia last night. Great to connect with leaders around the world"  
[X Link](https://x.com/vanazadian/status/1940405677027156252)  2025-07-02T13:42Z [--] followers, [--] engagements


"It was an honor and a pleasure to meet with the Honorable Mr. Buah Saidy the Governor of the Central Bank of Gambia whose efforts to promote sustainable economic development in the region are admirable and impressive. It will be very interesting to see this vibrant country leapfrog into the future and become an economic force in Western Africa"  
[X Link](https://x.com/vanazadian/status/1940520663493525610)  2025-07-02T21:19Z [--] followers, [--] engagements


"@James821394596 Bottom line: This may be the most pivotal FOMC meeting of [----]. Will Powell pivot in Julyor hold until further deterioration Whats your take Should the Fed cut in Julyor stay patient"  
[X Link](https://x.com/vanazadian/status/1940564076863934481)  2025-07-03T00:11Z [--] followers, [--] engagements


"@amitisinvesting From a purely financial markets perspective (wanting markets to go up) is this a good thing"  
[X Link](https://x.com/vanazadian/status/1940842084489220403)  2025-07-03T18:36Z [--] followers, [----] engagements


"This is so unfathomably insane. Tesla is worth over $1 Trillion SpaceX is worth $400B and xAI worth $200B (after next fundraising). Thats $1.6 Trillion dollars in [--] companies of which two of them are privately owned. 🤯 He also owns [--] other companies that have a combine worth around $50B"  
[X Link](https://x.com/vanazadian/status/1943759625444331922)  2025-07-11T19:49Z [--] followers, [--] engagements


"@DividendDude_X [---] PE ratio is never justifiable in my opinion"  
[X Link](https://x.com/vanazadian/status/1944778714547446264)  2025-07-14T15:19Z [--] followers, [----] engagements


"@FromValue how many stocks do you own"  
[X Link](https://x.com/vanazadian/status/1945118861503709234)  2025-07-15T13:50Z [--] followers, [--] engagements


"@StockDaddy6597 @DividendDude_X Sure. P/E ratio isnt the only thing that allows us to value a business. Free Cash Flow yield is also very important. However if my analysis is so elementary please explain the detailed analysis you do to value a company"  
[X Link](https://x.com/vanazadian/status/1945158923360608465)  2025-07-15T16:30Z [--] followers, [--] engagements


"@StockDaddy6597 @DividendDude_X And of course the companies fundamentals (FCF per share growth EPS growth and Revenue growth etc.)"  
[X Link](https://x.com/vanazadian/status/1945162307400593438)  2025-07-15T16:43Z [--] followers, [--] engagements


"@joecarlsonshow Do u think the stock price will hit $2500 by 2030"  
[X Link](https://x.com/vanazadian/status/1946232586600063232)  2025-07-18T15:36Z [---] followers, [----] engagements


"@Paleroukos @joecarlsonshow Im only saying this because management claims that theyre gonna double their stock price within the next five years"  
[X Link](https://x.com/vanazadian/status/1946233395052216651)  2025-07-18T15:39Z [---] followers, [---] engagements


"@Paleroukos @joecarlsonshow I dont think its fair to compare Tesla as a business to Netflix. The first is a car company that is extremely unpredictable and the second is a highly predictable subscription based business with large market share over its industry"  
[X Link](https://x.com/vanazadian/status/1946236268506927351)  2025-07-18T15:51Z [---] followers, [--] engagements


"@Paleroukos @joecarlsonshow That being said. I completely agree with your take on ASML"  
[X Link](https://x.com/vanazadian/status/1946236424161738884)  2025-07-18T15:51Z [---] followers, [--] engagements


"I am taking a summer business course and my finance professor is currently teaching us how to value a stock or company but she isnt teaching us in a way that reflects real-world practice. I asked If were talking about stock valuation are we going to go over a companys FCF yield and Price-to-Earnings/Price-to-Sales ratios She responded by saying Oh we dont cover that in this class because that would take up more of our time. During class were learning formulas to value stocks but theres no mention of a businesss FCF yield or valuation multiples like P/E or P/S ratios. Im left wondering why"  
[X Link](https://x.com/vanazadian/status/1946282247713153416)  2025-07-18T18:53Z [---] followers, [--] engagements


"She has turned this into a mathematics course with some relation to finance. The only aspects of finance that have been taught are stocks and bonds interest rates and compound interest"  
[X Link](https://x.com/vanazadian/status/1946283264156553266)  2025-07-18T18:57Z [---] followers, [--] engagements


"@DividendDude_X Comeback season $GOOGL Google 🚀"  
[X Link](https://x.com/vanazadian/status/1947290889765765521)  2025-07-21T13:41Z [---] followers, [--] engagements


"@elneneloco813 @LisaSu I completely agree. I recently took a $20k position in $AMD"  
[X Link](https://x.com/vanazadian/status/1953308127119446319)  2025-08-07T04:12Z [---] followers, [---] engagements


"@joecarlsonshow His investor genuinely have to redeem their capital. This is not the correct approach to investment management. As a hedge fund manager you dont base your opinion of a company on the stock price. Silly guy"  
[X Link](https://x.com/vanazadian/status/1953852696517083344)  2025-08-08T16:15Z [---] followers, [---] engagements


"@StockMKTNewz Revenue is about to skyrocket"  
[X Link](https://x.com/vanazadian/status/1954552464469885222)  2025-08-10T14:36Z [---] followers, [----] engagements


"@joecarlsonshow Nah Joseph pleaseeeeeee Dont say that I am so down on Salesforce"  
[X Link](https://x.com/vanazadian/status/1954989084348448805)  2025-08-11T19:31Z [---] followers, [----] engagements


"@joecarlsonshow Salesforce needs one good earnings report and stock will pump because of rock bottom expectations for this company"  
[X Link](https://x.com/vanazadian/status/1955292526916583496)  2025-08-12T15:37Z [---] followers, [----] engagements


"@BourbonCap @theTIKR Same nonsense is happening with $CRM"  
[X Link](https://x.com/vanazadian/status/1955301150019780675)  2025-08-12T16:11Z [---] followers, [---] engagements


"@NetWorthNotes $200 is inevitable"  
[X Link](https://x.com/vanazadian/status/1955636327879459154)  2025-08-13T14:23Z [---] followers, [--] engagements


"@NetWorthNotes I currently have [---] shares of $AMD and want to buy more when I get more capital"  
[X Link](https://x.com/vanazadian/status/1955636713726107662)  2025-08-13T14:25Z [---] followers, [--] engagements


"@NetWorthNotes this is so good for $NVDA"  
[X Link](https://x.com/vanazadian/status/1956392703446446301)  2025-08-15T16:29Z [---] followers, [--] engagements


"@HolySmokas Hard to choose between $AMZN & $GOOGL"  
[X Link](https://x.com/vanazadian/status/1957197780721480092)  2025-08-17T21:48Z [---] followers, 13.7K engagements


"@elneneloco813 Yeah they do. Also tomorrow Trump is meeting with Zelenskyy. Should be interesting to see how markets reacts to this"  
[X Link](https://x.com/vanazadian/status/1957205946259628041)  2025-08-17T22:20Z [---] followers, [--] engagements


"@elneneloco813 They are set to meet in the White House at 1:10pm Est"  
[X Link](https://x.com/vanazadian/status/1957206967627231564)  2025-08-17T22:24Z [---] followers, [--] engagements


"Follow me on Linkedin @Van Azadian"  
[X Link](https://x.com/vanazadian/status/1957211133493780907)  2025-08-17T22:41Z [---] followers, [--] engagements


"@amitisinvesting @StockMKTNewz It really seems like it. I've owned the stock for about [--] years now and am a little concerned about the future of this firm. Hopefully Earnings go well for $CRM Salesforce"  
[X Link](https://x.com/vanazadian/status/1957844768173498860)  2025-08-19T16:39Z [---] followers, [---] engagements


"@QualityInvest5 My belief is that as chipmakers like Nvidia AMD & Broadcom continue to develop and innovate their AI chips ASMLs revenue will keep growing as more advanced chips come to market. Im very bullish on tech companies chipmakers and semiconductors for [----] and 2027"  
[X Link](https://x.com/vanazadian/status/1957875220242411644)  2025-08-19T18:40Z [---] followers, [---] engagements


"This is extraordinary. Ex-Goldman commodities head Qin Xiao just launched a new hedge fund with a massive $1B seed from Millennium. One of the largest allocations for a new fund this year serious vote of confidence. 🤯🤯"  
[X Link](https://x.com/vanazadian/status/1958280784520880293)  2025-08-20T21:31Z [---] followers, [--] engagements


"@elneneloco813 I still use @ChatGPTapp the most"  
[X Link](https://x.com/vanazadian/status/1958293424727278018)  2025-08-20T22:21Z [---] followers, [--] engagements


"While the AI semiconductor market continues to expand $AMD is gaining share currently holding just under 10% of the market and generating an estimated $7 billion in AI GPU revenue in [----]. This has not reduced $NVDA revenue since NVIDIA still dominates but AMDs rise could temper with NVIDIAs growth trajectory"  
[X Link](https://x.com/vanazadian/status/1958368438201565660)  2025-08-21T03:19Z [---] followers, [---] engagements


"Theres hardly an emerging tech market that $NVDA Nvidia cant break into. 🚨 BREAKING: @nvidia & Foxconn team up to produce humanoids This November the company is expected to showcase its first humanoid robots manufactured in partnership with Foxconn marking the start of what Jensen Huang calls the physical AI era. NVIDIA is now applying its https://t.co/M5rkafv5oV 🚨 BREAKING: @nvidia & Foxconn team up to produce humanoids This November the company is expected to showcase its first humanoid robots manufactured in partnership with Foxconn marking the start of what Jensen Huang calls the"  
[X Link](https://x.com/vanazadian/status/1958540711919296914)  2025-08-21T14:44Z [---] followers, [---] engagements


"Nvidia $NVDA 👀👀 Unboxing loading8.25.25. https://t.co/mcbmDpcuwU Unboxing loading8.25.25. https://t.co/mcbmDpcuwU"  
[X Link](https://x.com/vanazadian/status/1958615441095659686)  2025-08-21T19:41Z [---] followers, [---] engagements


"Intuit $INTU just delivered a very strong quarter the stock being down 5% after hours makes no sense. It has some of the best fundamentals Ive ever seen and post-earnings price action good or bad means nothing about the companys actual performance or future growth. Intuit beat on both earnings and revenue and guidance but it looks like investors wanted something more. Stock is down -5% ah. Earnings Beat & Guidance Adj EPS: $2.75 (est. $2.66) Adj Oper Inc: $1.02B (est. $998.7M) Net Rev: $3.83B (est. $3.75B) Q1 Outlook Adj EPS: Intuit beat on both earnings and revenue and guidance but it looks"  
[X Link](https://x.com/vanazadian/status/1958661317977678234)  2025-08-21T22:43Z [---] followers, [---] engagements


"@elneneloco813 Intuit $INTU just delivered a very strong quarter the stock being down 5% after hours makes no sense. It has some of the best fundamentals Ive ever seen and post-earnings price action good or bad means nothing about the companys actual performance or future growth"  
[X Link](https://x.com/vanazadian/status/1958661600577298843)  2025-08-21T22:44Z [---] followers, [---] engagements


"@StockSavvyShay @eWhispers By Super Bowl do u mean $NVDA"  
[X Link](https://x.com/vanazadian/status/1959057472397648159)  2025-08-23T00:57Z [---] followers, [---] engagements


"@DividendDude_X @anduriltech would be such a huge IPO"  
[X Link](https://x.com/vanazadian/status/1959692391532859788)  2025-08-24T19:00Z [---] followers, [--] engagements


"@joecarlsonshow None of the above. Salesforce $CRM will pump"  
[X Link](https://x.com/vanazadian/status/1959722095665090598)  2025-08-24T20:58Z [---] followers, [----] engagements


"None of the above. Salesforce $CRM will pump. What happens to CRM stock after earnings What happens to CRM stock after earnings"  
[X Link](https://x.com/vanazadian/status/1960016274429190475)  2025-08-25T16:27Z [---] followers, [---] engagements


"@StockSavvyShay @FuturumEquities I dont see evidence that Salesforce $CRM is facing AI disruption. The companys fundamentals dont support that claim it looks more like a false narrative than a reality"  
[X Link](https://x.com/vanazadian/status/1960045867555062176)  2025-08-25T18:25Z [---] followers, [---] engagements


"Salesforce $CRM has climbed +6.5% since its YTD low on Aug 12"  
[X Link](https://x.com/vanazadian/status/1960704701235687675)  2025-08-27T14:03Z [---] followers, [--] engagements


"@NetWorthNotes I dont know about sub-$5B market cap stocks but $TXRH is my favorite stock below $15B market cap"  
[X Link](https://x.com/vanazadian/status/1960716929619955827)  2025-08-27T14:51Z [---] followers, [---] engagements


"@danielnewmanUV I find it ironic that Morgan Stanley Private Wealth Management requires a $2 million minimum when they cant even get $AMD right"  
[X Link](https://x.com/vanazadian/status/1960727427891572919)  2025-08-27T15:33Z [---] followers, [---] engagements


"Building Spark Capital Management a concentrated long-only fund focused on AI compute and next-gen growth. Always open to connecting with fellow investors allocators and capital partners. 📈 Lets connect on LinkedIn: #Investing #Finance #AI https://www.linkedin.com/in/van-azadian-203b9a239/ https://www.linkedin.com/in/van-azadian-203b9a239/"  
[X Link](https://x.com/vanazadian/status/1960744739977716222)  2025-08-27T16:42Z [---] followers, [---] engagements


"Follow Spark Capital Management's company page on LinkedIn for updates on our journey building a concentrated research-driven fund focused on AI compute and next-gen growth. 👉 (For informational purposes only. Not an offer to buy or sell securities.) https://www.linkedin.com/company/spark-capital-management-llc1/viewAsMember=true Building Spark Capital Management a concentrated long-only fund focused on AI compute and next-gen growth. Always open to connecting with fellow investors allocators and capital partners. 📈 Lets connect on LinkedIn: https://t.co/cH2H62eErl #Investing #Finance #AI"  
[X Link](https://x.com/vanazadian/status/1960776582676799835)  2025-08-27T18:49Z [---] followers, [---] engagements


"Google $GOOGL is trading at all-time highs yet remains attractively valued. The stock isnt even at [--] P/E still inexpensive for a company of this scale and quality in tech"  
[X Link](https://x.com/vanazadian/status/1961074989894967541)  2025-08-28T14:34Z [---] followers, [---] engagements


"@joecarlsonshow Interesting perspective though Id be curious how you think Costcos valuation should be justified. And why exactly would referencing it signal trouble $PLTR & $COST are fundamentally different businesses at very different multiples so the comparison seems like a stretch"  
[X Link](https://x.com/vanazadian/status/1961096678150181116)  2025-08-28T16:00Z [---] followers, [----] engagements


"@StockMKTNewz I first bought $GOOGL back in March [----] around $94/share. Two years of hearing nonstop negative narratives about the company all of which seem to have vanished now. Funny how that works"  
[X Link](https://x.com/vanazadian/status/1961102649597522261)  2025-08-28T16:24Z [---] followers, [---] engagements


"At $500/share JPMorgans $JPM market cap would be about $1.4T putting it in the same league as the biggest tech giants. Thats how wild tech-like multiples on banks would look. Imagine bank stocks are given tech-like multiples that would literally be INSANE. J.P. Morgan $JPM would be trading at like $500+/share right now lol. 😂 Imagine bank stocks are given tech-like multiples that would literally be INSANE. J.P. Morgan $JPM would be trading at like $500+/share right now lol. 😂"  
[X Link](https://x.com/vanazadian/status/1961151874922320341)  2025-08-28T19:40Z [---] followers, [---] engagements


"@DividendDude_X I dont currently own any crypto since Im fully invested in equities at the moment. That said Id like to own Bitcoin $BTC and Ethereum $ETH in the future because I foresee strong long-term potential in them"  
[X Link](https://x.com/vanazadian/status/1961186760496746770)  2025-08-28T21:58Z [---] followers, [---] engagements


"Our edge is data. Our mandate is excellence in capital allocation. That's the standard at Spark Capital a research-driven hedge fund focused on AI & compute. Co-Founders: Van Azadian & James Lisa Website: Public SEC Form D: For informational purposes only. Not an offer or solicitation. https://disclosurequest.com/form/spark-one-lp/0002055224-25-000001 https://www.sparkcapitaladvisors.com https://disclosurequest.com/form/spark-one-lp/0002055224-25-000001 https://www.sparkcapitaladvisors.com https://disclosurequest.com/form/spark-one-lp/0002055224-25-000001 https://www.sparkcapitaladvisors.com"  
[X Link](https://x.com/vanazadian/status/1961197108247060930)  2025-08-28T22:40Z [---] followers, [---] engagements


"@xbyhunter Overvalued and decreasing revenue EPS and FCF"  
[X Link](https://x.com/vanazadian/status/1961446927830048847)  2025-08-29T15:12Z [---] followers, [--] engagements


"@xbyhunter Valuation is sky high on both a PE multiple and FCF yield"  
[X Link](https://x.com/vanazadian/status/1961447415115849854)  2025-08-29T15:14Z [---] followers, [--] engagements


"@HolySmokas Im waiting for $UBER to hit $100 per share. It likely will soon"  
[X Link](https://x.com/vanazadian/status/1961536888327823788)  2025-08-29T21:10Z [---] followers, [---] engagements


"@fiscal_ai This company is so slept on $ASML"  
[X Link](https://x.com/vanazadian/status/1963253710307405955)  2025-09-03T14:52Z [---] followers, [----] engagements


"GenAI may have been $GOOGLs best defense in the antitrust trial. It introduced credible competition narratives (OpenAI Anthropic Perplexity etc.) making Google appear less monopolistic. Ironically the same innovation that strengthens Google also weakens the monopoly case"  
[X Link](https://x.com/vanazadian/status/1963327144551211386)  2025-09-03T19:44Z [---] followers, [---] engagements


"Salesforce $CRM shares are trading lower after the company reported Q2 financial results and issued Q3 GAAP EPS guidance below estimates. Also the company issued Q3 sales guidance with its midpoint below estimates"  
[X Link](https://x.com/vanazadian/status/1963609850899808663)  2025-09-04T14:27Z [---] followers, [--] engagements


"$ASML is up 3% today @fiscal_ai This company is so slept on $ASML @fiscal_ai This company is so slept on $ASML"  
[X Link](https://x.com/vanazadian/status/1963960120146116663)  2025-09-05T13:39Z [---] followers, [---] engagements


"@NRiskNFun @wallstengine How didnt it make sense My point was simple: if $GOOGL can beat a DOJ antitrust case the European Commissions fine isnt going to change the trajectory of the company. The stock remains unstoppable"  
[X Link](https://x.com/vanazadian/status/1963985549888274514)  2025-09-05T15:20Z [---] followers, [--] engagements


"Shares of chip stocks are trading lower following soft guidance from Marvell. Additionally Nvidia $NVDA stock traded lower following reports of DeepSeek shifting to Huawei AI chips and Alibaba unveiling a new AI chip. Bad day for $AMD & $NVDA ☹ Bad day for $AMD & $NVDA ☹"  
[X Link](https://x.com/vanazadian/status/1963986891406971162)  2025-09-05T15:25Z [---] followers, [---] engagements


"Totally fair take. Competition like Broadcom $AVGO is nothing new & diversification of supply chains is expected. End of the day demand for compute is only accelerating and $NVDA & $AMD remain the dominant players powering that growth. Near-term noise long-term opportunity. 🚀"  
[X Link](https://x.com/vanazadian/status/1964026519287726181)  2025-09-05T18:03Z [---] followers, [---] engagements


"@AnthropicAI is set to be a major growth driver for AWS $AMZN. Anthropic runs AI on AWS fueling training + inference demand. API business could add billions in cloud revenue boosting AWS growth by multiple points each quarter while strengthening consumer AI. 🚀"  
[X Link](https://x.com/vanazadian/status/1964345830606877092)  2025-09-06T15:11Z [---] followers, [--] engagements


"Google is the only true AI full-stack: massive cloud infra + custom TPUs less reliant on $NVDA world-class Gemini via DeepMind and unmatched distribution (Search YouTube Gmail Maps Android). [--] products w/ 1B users. $GOOGL could be #1 mkt cap"  
[X Link](https://x.com/vanazadian/status/1964437004214817184)  2025-09-06T21:14Z [---] followers, [---] engagements


"In bull markets everyone feels like a genius. Its only when corrections hit that discipline patience & true conviction show. The key is focusing on compounding capital in high-quality businesses rather than chasing short-term moves. Taking profits is smart but so is owning companies that can compound for years"  
[X Link](https://x.com/vanazadian/status/1964698749281976787)  2025-09-07T14:34Z [---] followers, [--] engagements


"$ASML taking a $1.5B stake in Mistral AIs $2B raise is a watershed moment. The worlds most important semiconductor equipment maker securing board-level influence in a leading AI startup highlights how compute + AI are converging at the very top of the value chain. This isnt just capex its strategic positioning for the next decade"  
[X Link](https://x.com/vanazadian/status/1964786494599573731)  2025-09-07T20:22Z [---] followers, [---] engagements


"@elneneloco813 Appreciate the suggestion. $SOFI is an interesting company but we are likely not going to be adding more positions to the portfolio this year. Our focus remains on maintaining sufficient liquidity to increase equity in the securities we already own"  
[X Link](https://x.com/vanazadian/status/1965141039892889645)  2025-09-08T19:51Z [---] followers, [---] engagements


"$ASML has one of the strongest moats in the world. Their EUV machines engineering marvels with over [------] parts can print 2nm patterns at scale something no one else has achieved. Each system takes [--] months and [---] engineers to assemble relies on 800+ exclusive suppliers and runs on [--] years of proprietary software that predicts and corrects physical distortions. ASML is deeply integrated with $TSM $INTC and the broader semiconductor supply chain while protecting its edge with patents and decades of R&D investment. Canon Nikon and others have tried and failed to compete. Replicating ASML"  
[X Link](https://x.com/vanazadian/status/1965163276272120212)  2025-09-08T21:20Z [---] followers, [---] engagements


"Salesforce $CRM has seen one of the largest multiple compressions in big tech. The stock is flat over five years moving from $254 in August [----] to $252 in September [----] while FCF per share surged from $3.89 to $13.11. The price to free cash flow multiple has decreased from over 65x to under 20x creating a compelling long-term opportunity. #Equities #Valuation"  
[X Link](https://x.com/vanazadian/status/1965421798511837633)  2025-09-09T14:27Z [---] followers, [---] engagements


"NVIDIA is moving beyond chips into full AI infrastructure. At its AI Infrastructure Summit $NVDA unveiled reference designs for giga-scale AI factories integrating compute power and cooling with partners like Siemens Schneider GE Vernova & Jacobs. Digital twins in Omniverse will simulate facilities before construction transforming how data centers are built and operated. $NVDA also introduced the Rubin CPX delivering 7.5x the AI performance of its predecessor and the potential for $5B in revenue from a $100M CAPEX investment. The AI factory era is now taking shape"  
[X Link](https://x.com/vanazadian/status/1965441937202200881)  2025-09-09T15:47Z [---] followers, [---] engagements


"Good Idea IMO. $CRM is roughly flat over [--] years while FCF per share increased from about $3.89 to $13.11 so the risk to reward has improved. I am watching operating margin expansion AI Cloud attach & net retention. Scaling in over time can help manage volatility. Not investment advice"  
[X Link](https://x.com/vanazadian/status/1965451633732497559)  2025-09-09T16:26Z [---] followers, [--] engagements


"@elneneloco813 Nice move. $ADBE has its own story but $CRM looks cleaner right now with fundamentals improving while valuation reset. Smart idea. Not investment advice"  
[X Link](https://x.com/vanazadian/status/1965452461139001708)  2025-09-09T16:29Z [---] followers, [---] engagements


"@elneneloco813 $AMD showing real strength here Instinct GPUs keep proving they can handle big AI workloads & ROCm progress is adding momentum. Looks like solid traction in inference. Not investment advice"  
[X Link](https://x.com/vanazadian/status/1965455740623355977)  2025-09-09T16:42Z [---] followers, [---] engagements


"We have been a long-term follower & owner of $AMD. The company trades at [--] forward earnings vs. Nvidia $NVDA at [--]. Under the leadership of @LisaSu AMD has executed a remarkable turnaround and is well-positioned for growth in AI and semiconductors. Despite its quality and market leadership AMD can still be purchased at a meaningful discount to intrinsic value. This is just my opinion and not investment advice"  
[X Link](https://x.com/vanazadian/status/1965483721944891421)  2025-09-09T18:33Z [---] followers, [---] engagements


"Just crossed [-----] views across Twitter and LinkedIn on my post about meeting @BillAckman Grateful for the support and encouragement. Energized to keep building Spark Capital Management with focus discipline and curiosity. Onward and upward. Was an honor to meet with legendary investor @BillAckman whose journey inspired my own. https://t.co/ZVDFi6P87E Was an honor to meet with legendary investor @BillAckman whose journey inspired my own. https://t.co/ZVDFi6P87E"  
[X Link](https://x.com/vanazadian/status/1965797908630089847)  2025-09-10T15:21Z [---] followers, [---] engagements


"Salesforce $CRM CEO Marc Benioff is targeting a return to double-digit growth as revenue nears $50B annually. Current growth is 9% but he sees strong tailwinds from AI adoption and early demand acceleration. This marks the beginning of a major AI investment cycle across enterprise software. Just my opinion not investment advice"  
[X Link](https://x.com/vanazadian/status/1965800033174859987)  2025-09-10T15:30Z [---] followers, [---] engagements


"@unusual_whales Sell $AAPL"  
[X Link](https://x.com/vanazadian/status/1965818389328441379)  2025-09-10T16:43Z [---] followers, [---] engagements


"$ASML is back above $800 per share and up 16.4% YTD. This is the only company in the world that can build EUV lithography machines. Decades ahead of competition essential to every advanced semiconductor produced"  
[X Link](https://x.com/vanazadian/status/1966142861289861628)  2025-09-11T14:12Z [---] followers, [---] engagements


"At the Goldman Sachs Conference Alphabet's $GOOGL Cloud reported 28% Quarter over Quarter growth in new customers. For a platform of Google Cloud Platform's scale this level of expansion highlights accelerating enterprise adoption and reinforces Alphabets position as a core player in the AI & compute ecosystem. The cloud wars are intensifying and $GOOGL is gaining ground"  
[X Link](https://x.com/vanazadian/status/1966149198899716250)  2025-09-11T14:37Z [---] followers, [--] engagements


"Amazon $AMZN continues to benefit from powerful secular trends. Robotics integration strengthens logistics drones accelerate fulfillment AI features enhance the customer experience and rising demand for cloud infrastructure expands Amazon Web Services. Over the next [--] years many companies will fade but Amazon is positioned to endure and compound supported by multiple growth engines across commerce AI and cloud"  
[X Link](https://x.com/vanazadian/status/1966149844751270112)  2025-09-11T14:40Z [---] followers, [--] engagements


"Enterprises are engaging across the big [--] cloud providers $AMZN AWS $MSFT Azure and $GOOGL Cloud. While Azure has led share gains in recent years Google Cloud has accelerated meaningfully in recent quarters. In Artificial intelligence and GenAI Google Cloud is proving especially competitive with clients adopting it for pure AI and analytics workloads and in some cases choosing TPUs over $NVDA GPUs to lower costs. Services like Vertex AI BigQuery and GKE are fueling adoption and positioning Google Cloud as a leader. Entering Q4 rising commitment rates highlight strong client confidence. Just"  
[X Link](https://x.com/vanazadian/status/1966503199591788899)  2025-09-12T14:04Z [---] followers, [---] engagements


"Quantum processors & GPUs could form a powerful duo for next gen supercomputing but they operate on fundamentally different principles. $AMD and $IBM are collaborating on a framework that enables both to coordinate seamlessly allowing each to handle the workloads best suited to their strengths. This partnership highlights the potential for hybrid compute architectures to unlock the next wave of performance"  
[X Link](https://x.com/vanazadian/status/1966506588325195874)  2025-09-12T14:18Z [---] followers, [---] engagements


"Just shared a new post on LinkedIn breaking down recent trends in cloud and AI adoption across $AMZN AWS $MSFT Azure and $GOOGL Cloud. Full commentary here: https://www.linkedin.com/posts/van-azadian-203b9a239_enterprises-are-increasingly-adopting-the-activity-7372280432148586497-6eD-utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAADtxMaMBNc2k4gpgZR52kPNC16DNNc_98Zc"  
[X Link](https://x.com/vanazadian/status/1966515356714823701)  2025-09-12T14:52Z [---] followers, [---] engagements


"In NYC this weekend and visited JPMorgan Chase $JPM headquarters with James Lisa @James821394596. A strong reminder of the influence and scale of leading global financial institutions"  
[X Link](https://x.com/vanazadian/status/1966987667343880255)  2025-09-13T22:09Z [---] followers, [---] engagements


"President Trump and UK Prime Minister Keir Starmer are preparing to sign a quantum technology pact. The UK has cleared a $1 billion IonQ and Oxford deal and $IONQ may be included in next weeks USUK alliance with Nvidia $NVDA and OpenAI. This highlights the rising strategic importance of quantum computing in global tech partnerships"  
[X Link](https://x.com/vanazadian/status/1967392191669760499)  2025-09-15T00:57Z [---] followers, [---] engagements


"$GOOGL is executing on multiple vectors of growth. YouTube has returned $100B+ to creators since [----] cementing its dominance in digital content. At the same time the Coinbase $COIN partnership embeds crypto into Googles AI payments protocol which expands monetization levers and reinforces ecosystem durability"  
[X Link](https://x.com/vanazadian/status/1967980883803082899)  2025-09-16T15:56Z [---] followers, [---] engagements


"@NetWorthNotes it was i run a fund now im 19"  
[X Link](https://x.com/vanazadian/status/1968313441220952485)  2025-09-17T13:57Z [---] followers, [--] engagements


"Was an honor to meet with Dr. Vahan Janjigian Chief Investment Officer at Greenwich Wealth Management. I greatly enjoyed our conversation on capital markets and asset management and look forward to staying in touch and exploring opportunities to collaborate. LinkedIn Post 👇 https://www.linkedin.com/posts/van-azadian-203b9a239_was-an-honor-to-meet-with-dr-vahan-janjigian-activity-7374091466471624704-l41_utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAADtxMaMBNc2k4gpgZR52kPNC16DNNc_98Zc"  
[X Link](https://x.com/vanazadian/status/1968360483691360705)  2025-09-17T17:04Z [---] followers, [--] engagements


"$ASML now up +34.3% YTD. $ASML is now up 26.3% YTD. This company will be a long-term winner. I first purchased shares in December [----]. $ASML is now up 26.3% YTD. This company will be a long-term winner. I first purchased shares in December 2024"  
[X Link](https://x.com/vanazadian/status/1968680521271046473)  2025-09-18T14:16Z [---] followers, [--] engagements


"@NetWorthNotes @TCGinvestments @YodaStockInvest @elneneloco813 I bought $AMD a few months ago and future looks very compelling. I completely support you acquiring it"  
[X Link](https://x.com/vanazadian/status/1968683324152459378)  2025-09-18T14:27Z [---] followers, [---] engagements


"@NetWorthNotes @TCGinvestments @YodaStockInvest @elneneloco813 Additionally for content i own [---] shares of $AMD"  
[X Link](https://x.com/vanazadian/status/1968683855344255460)  2025-09-18T14:29Z [---] followers, [--] engagements


"$AMD CEO Lisa Su at the Axios AI+ Summit said we are only in year [--] of a massive [--] year AI buildout. She projected the AI accelerator market could reach $500B in the next three to four years which underscores confidence in sustained data center GPU demand. She also pushed back on calls to ban U.S. chip exports to China signaling AMDs intent to keep pursuing that market within regulatory bounds. Positive for long term growth but not without geopolitical sensitivity"  
[X Link](https://x.com/vanazadian/status/1968685511360360648)  2025-09-18T14:36Z [---] followers, [---] engagements


"$ASML now up +34.3% YTD. $ASML is now up 26.3% YTD. This company will be a long-term winner. I first purchased shares in December [----]. $ASML is now up 26.3% YTD. This company will be a long-term winner. I first purchased shares in December 2024"  
[X Link](https://x.com/vanazadian/status/1968690190223913187)  2025-09-18T14:54Z [---] followers, [--] engagements


"@NetWorthNotes @ValueSense_io Citadel bought more last quarter"  
[X Link](https://x.com/vanazadian/status/1968691687993065843)  2025-09-18T15:00Z [---] followers, [---] engagements


"This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 35% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the largest market share in the Wafer Fab equipment vendor market share - a part of the chip making process. They have gone all in in the patterning part of the chip making process the own around 80% of this portion of the chip making process. Rather own the entire patterning part of process rather than spreading it out into"  
[X Link](https://x.com/vanazadian/status/1968697671667040287)  2025-09-18T15:24Z [---] followers, [---] engagements


"$UBER launching Uber Eats drone delivery in the U.S. Faster drop times better cost per order and network effects across Mobility and Delivery point to continued margin expansion and stronger free cash flow. My view: Uber is on a clear path to $100 per share"  
[X Link](https://x.com/vanazadian/status/1969094678046781707)  2025-09-19T17:42Z [---] followers, [---] engagements


"@BourbonCap Been talking about this for [--] months $ASML"  
[X Link](https://x.com/vanazadian/status/1969154141655085161)  2025-09-19T21:38Z [---] followers, [---] engagements


"This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 35% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the largest market share in the Wafer Fab equipment vendor market share - a part of the chip making process. They have gone all in in the patterning part of the chip making process the own around 80% of this portion of the chip making process. Rather own the entire patterning part of process rather than spreading it out into"  
[X Link](https://x.com/vanazadian/status/1969154714999619794)  2025-09-19T21:40Z [---] followers, [---] engagements


"@DividendDude_X PayPal $PYPL is expensive 4% revenue growth thats it. Thats the tweet"  
[X Link](https://x.com/vanazadian/status/1969184584924319826)  2025-09-19T23:39Z [---] followers, [----] engagements


"@growthstockpick Looking forward to $COST earnings on Thursday"  
[X Link](https://x.com/vanazadian/status/1969812490474394043)  2025-09-21T17:14Z [---] followers, [--] engagements


"@growthstockpick Ive been holding $COST stock and steadily accumulating since March [----]. Its currently my second-smallest position making up 3.4% of my portfolio"  
[X Link](https://x.com/vanazadian/status/1969833362992009445)  2025-09-21T18:37Z [---] followers, [--] engagements


"Looking forward to Costco $COST earnings on Thursday Ive been holding and steadily accumulating since March [----] and it now makes up 3.4% of my portfolio ($19000) as my second-smallest position with about $3600 in gains"  
[X Link](https://x.com/vanazadian/status/1969836285096288366)  2025-09-21T18:49Z [---] followers, [---] engagements


"@DividendDude_X $MSFT & $SPGI"  
[X Link](https://x.com/vanazadian/status/1969837367252103359)  2025-09-21T18:53Z [---] followers, [---] engagements


"Goldman Sachs Chief equity strategist Ben Snider stated in the US Weekly Kickstart that further stock market upside aligns with historical Fed cutting cycles. With stable long-term rates earnings should be the main driver. He adds that valuations look elevated vs. history but fair given macroeconomics and fundamentals. An accommodative Fed and accelerating economy into [----] could sustain earnings multiples and let earnings growth fuel continued equity gains"  
[X Link](https://x.com/vanazadian/status/1969857467698794688)  2025-09-21T20:13Z [---] followers, [--] engagements


"@TheStockBro Bought $UBER at $75/share because of him. Love bill"  
[X Link](https://x.com/vanazadian/status/1969894169121603638)  2025-09-21T22:39Z [---] followers, [--] engagements


"@TheBrilliantBu1 @NetWorthNotes Have u guys read my $ASML thesis I wrote it in December right before buying it"  
[X Link](https://x.com/vanazadian/status/1970501758624608658)  2025-09-23T14:53Z [---] followers, [--] engagements


"The greatest investor of all time"  
[X Link](https://x.com/vanazadian/status/1970880138309960104)  2025-09-24T15:56Z [---] followers, [--] engagements


"I thought this was very interesting. Nasdaqs $QQQ current rally compared to the Tech Bubble shows that in the [---] days after Netscapes release in [----] the Nasdaq gained 132.5%. In the same timeframe after ChatGPTs release in [----] the Nasdaq is up 105.6%. History doesnt repeat but it often rhymes"  
[X Link](https://x.com/vanazadian/status/1970880949526147366)  2025-09-24T16:00Z [---] followers, [---] engagements


"Now is the time to buy Amazon $AMZN. It is my second largest cost basis and one of my highest conviction positions in the portfolio. The setup is compelling with strong cloud momentum accelerating AI initiatives and resilient consumer demand. Valuations remain attractive relative to long-term growth making $AMZN one of the best opportunities in this market"  
[X Link](https://x.com/vanazadian/status/1970881770867351970)  2025-09-24T16:03Z [---] followers, [---] engagements


"$ASML is now the largest European company by market cap"  
[X Link](https://x.com/vanazadian/status/1970963592028844281)  2025-09-24T21:28Z [---] followers, [---] engagements


"@TheBrilliantBu1 It's because they do not want to learn more about finance or gain financial literacy. Compound interest is a real thing and anyone can make use of it"  
[X Link](https://x.com/vanazadian/status/1970980427801428405)  2025-09-24T22:35Z [---] followers, [--] engagements


"@growthstockpick MY PT is $AMZN $220 - $400"  
[X Link](https://x.com/vanazadian/status/1971227429109891173)  2025-09-25T14:56Z [---] followers, [--] engagements


"@growthstockpick Fingers crossed 🤞"  
[X Link](https://x.com/vanazadian/status/1971233611748868600)  2025-09-25T15:21Z [---] followers, [--] engagements


"My Price Target for Amazon $AMZN is $400 per share"  
[X Link](https://x.com/vanazadian/status/1971235879273607672)  2025-09-25T15:30Z [---] followers, [---] engagements


"This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 35% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the largest market share in the Wafer Fab equipment vendor market share - a part of the chip making process. They have gone all in in the patterning part of the chip making process the own around 80% of this portion of the chip making process. Rather own the entire patterning part of process rather than spreading it out into"  
[X Link](https://x.com/vanazadian/status/1971246229985378797)  2025-09-25T16:11Z [---] followers, [---] engagements


"Meta Platforms $META is reported to be in discussions with Alphabet $GOOGL about using Gemini to enhance ad targeting across its ecosystem. Conversations have centered on leveraging Google Clouds AI models to improve Metas advertising business. If finalized this collaboration could represent a meaningful step in scaling AI-driven monetization and highlights the strategic importance of cross-platform partnerships in digital advertising. Not investment advice. Just my opinion"  
[X Link](https://x.com/vanazadian/status/1971326881342620069)  2025-09-25T21:32Z [---] followers, [---] engagements


"Hes not wrong $GOOGL $GOOGL is going to be the most valuable company in the world https://t.co/V58CMk4sNB $GOOGL is going to be the most valuable company in the world https://t.co/V58CMk4sNB"  
[X Link](https://x.com/vanazadian/status/1971389000897401145)  2025-09-26T01:38Z [---] followers, [---] engagements


"This is too easy $NVDA $HOOD $UNH $NVO $GOOGL Make a portfolio choosing between these rivals: [--]. $AMD or $NVDA [--]. $SOFI or $HOOD [--]. $OSCR or $UNH [--]. $HIMS or $NVO [--]. $GOOGL or $TSLA Make a portfolio choosing between these rivals: [--]. $AMD or $NVDA [--]. $SOFI or $HOOD [--]. $OSCR or $UNH [--]. $HIMS or $NVO [--]. $GOOGL or $TSLA"  
[X Link](https://x.com/vanazadian/status/1971391543358652538)  2025-09-26T01:49Z [---] followers, [----] engagements


"@TheBrilliantBu1 $AMZN $GOOGL $MSFT $NVDA $META"  
[X Link](https://x.com/vanazadian/status/1971591657830359498)  2025-09-26T15:04Z [---] followers, [---] engagements


"@TheBrilliantBu1 $AMZN is currently the cheapest out of these 5"  
[X Link](https://x.com/vanazadian/status/1971592458359463948)  2025-09-26T15:07Z [---] followers, [--] engagements


"I think the hyperscalers $AMZN $MSFT and $GOOGL need to keep a very close eye on the market as the oligopoly could shift in the future. With hundreds of billions pouring into data center buildouts AI labs like OpenAI or xAI may emerge as real competitors"  
[X Link](https://x.com/vanazadian/status/1971597963849023574)  2025-09-26T15:29Z [---] followers, [---] engagements


"At Spark Capital Management weve built a very unusual kind of investment firm for a few reasons. First were small by design. Right now were managing around $500000 with a team of two. That size is partly a reflection of being in our first year but its also intentional. Every additional person adds complexity to the way the hedge fund functions and with complexity comes risk. By staying small we turn that into a competitive advantage in managing risk. For context were in our sophomore year of college. Second culture matters more than anything. We are committed to building a firm with people we"  
[X Link](https://x.com/vanazadian/status/1971676283240435819)  2025-09-26T20:40Z [---] followers, [---] engagements


"@qualtrim Love this business $COST"  
[X Link](https://x.com/vanazadian/status/1971734847887757386)  2025-09-27T00:33Z [---] followers, [--] engagements


"@WOLF_Financial $UBER"  
[X Link](https://x.com/vanazadian/status/1971734900580765767)  2025-09-27T00:33Z [---] followers, [--] engagements


"@ValueSense_io I like $UBER. Im not very familiar with the other ones"  
[X Link](https://x.com/vanazadian/status/1971735366622498959)  2025-09-27T00:35Z [---] followers, [---] engagements


"@dividendology How long do you think the current bull market will last"  
[X Link](https://x.com/vanazadian/status/1971735680582885751)  2025-09-27T00:36Z [---] followers, [--] engagements


"@buccocapital Couldnt be me $ASML"  
[X Link](https://x.com/vanazadian/status/1971736010666156315)  2025-09-27T00:37Z [---] followers, [--] engagements


"@StockMKTNewz $ASML $NVDA $AMD $UBER"  
[X Link](https://x.com/vanazadian/status/1972418914069172722)  2025-09-28T21:51Z [---] followers, [----] engagements


"@DividendStreams Exactly. The tell is financing: MSFT AMZN GOOGL META are funding about $88B of Q2 capex from real cash flow ($500B op cash $200B FCF TTM). Thats infrastructure not dot com speculation"  
[X Link](https://x.com/vanazadian/status/1972442219316736007)  2025-09-28T23:24Z [---] followers, [----] engagements


"$ASML is now up 40% YTD"  
[X Link](https://x.com/vanazadian/status/1972697859087802382)  2025-09-29T16:19Z [---] followers, [--] engagements


"@BillAckman @realDonaldTrump Could potentially be amazing for capital markets"  
[X Link](https://x.com/vanazadian/status/1972736328526864635)  2025-09-29T18:52Z [---] followers, [---] engagements


"@fiscal_ai He doesn't even own the stock anymore. lol"  
[X Link](https://x.com/vanazadian/status/1972736507409830009)  2025-09-29T18:53Z [---] followers, [---] engagements


"The Federal Reserve cut the federal funds rate by [--] basis points today to 4.00%4.25%. Chair Jerome Powell emphasized a cautious data-dependent approach as growth cools unemployment is rising slightly and inflation remains somewhat elevated. The Fed also warned that job risks are increasing while it continues to shrink its bond holdings through balance sheet runoff. Spark Capital Managements mission remains clear: deliver consistent long-term returns by compounding capital in the highest quality businesses. We define these businesses as Compounding Machines companies that consistently grow"  
[X Link](https://x.com/vanazadian/status/1972740992584323294)  2025-09-29T19:11Z [---] followers, [---] engagements


"I have no idea why OpenAI would spend scarce compute on an AI-generated social media. The LLM race is already massively CapEx heavy. Now add the challenge of social media. TikTok needed $10B in annual marketing just to break through"  
[X Link](https://x.com/vanazadian/status/1973084328948060296)  2025-09-30T17:55Z [---] followers, [--] engagements


"Meta Platforms $META is buying Rivos to strengthen its in-house AI chips. Amazon $AMZN kicked this off with Inferentia and Trainium. Alphabet $GOOGL built TPUs. Microsoft $MSFT has Maia and Cobalt. Now $META is joining the club with Rivos. Even as hyperscalers push their own inference chips they still rely on massive GPU clusters for model training and the heaviest inference workloads. That is why $NVDA remains the biggest beneficiary. It owns the compute-intensive layers of AI and keeps widening its lead with CUDA networking software and full-stack racks"  
[X Link](https://x.com/vanazadian/status/1973130289070141940)  2025-09-30T20:58Z [---] followers, [---] engagements


"@FromValue Buy $AMZN"  
[X Link](https://x.com/vanazadian/status/1973130427725713791)  2025-09-30T20:58Z [---] followers, [---] engagements


"@DividendDude_X Smart move $AMZN"  
[X Link](https://x.com/vanazadian/status/1973170512009605611)  2025-09-30T23:38Z [---] followers, [--] engagements


"@TheStockBro @unusual_whales Bro who is Chris Tsai. I would be"  
[X Link](https://x.com/vanazadian/status/1973173575046857000)  2025-09-30T23:50Z [---] followers, [--] engagements


"@TheStockBro @unusual_whales Also EPS FCF per share Net income and revenue all in the negatives. Fundamentally $NKE doesn't have a single positive attribute to it. Ur gambling bro"  
[X Link](https://x.com/vanazadian/status/1973174238799622613)  2025-09-30T23:52Z [---] followers, [---] engagements


"@CarsonTalkMoney im [--] btw. nice to see kids my age doing the same things as me"  
[X Link](https://x.com/vanazadian/status/1973379605839929839)  2025-10-01T13:28Z [---] followers, [--] engagements


"$AMD and $IBM announced a multi-year partnership to scale AI training on IBM Cloud. IBM will deploy one of the first large AMD Instinct MI300X GPU clusters as a full-stack training platform with Zyphras $1B foundation-model workloads running on the new AMD-powered infrastructure. This deal highlights AMDs growing presence in AI compute and strengthens IBMs positioning as a cloud alternative with differentiated infrastructure. Its another signal that demand for advanced GPU clusters is broadening beyond hyperscalers into enterprise cloud"  
[X Link](https://x.com/vanazadian/status/1973380156312985628)  2025-10-01T13:31Z [---] followers, [---] engagements


"@joecarlsonshow My thesis played out exactly the way i expected it to $ASML"  
[X Link](https://x.com/vanazadian/status/1973438300833849477)  2025-10-01T17:22Z [---] followers, [---] engagements


"$ASML is up +42% YTD and almost all the gains have been made in the past month 🚀🚀🚀"  
[X Link](https://x.com/vanazadian/status/1973438968797732999)  2025-10-01T17:24Z [---] followers, [---] engagements


"@mmmoiez Hedge fund look"  
[X Link](https://x.com/vanazadian/status/1973449400598086131)  2025-10-01T18:06Z [---] followers, [--] engagements


"$ASML just hit $1000 per share"  
[X Link](https://x.com/vanazadian/status/1973455315044802949)  2025-10-01T18:29Z [---] followers, [---] engagements


"At 25x earnings Alphabet $GOOGL is anything but expensive. For a company with this level of durable growth operating leverage and balance-sheet strength that multiple looks like a bargain. Just my opinion not financial advice"  
[X Link](https://x.com/vanazadian/status/1973456418419491319)  2025-10-01T18:34Z [---] followers, [---] engagements


"$ASML is now up +50% YTD $ASML just hit $1000 per share https://t.co/LM6oI0kNrL $ASML just hit $1000 per share https://t.co/LM6oI0kNrL"  
[X Link](https://x.com/vanazadian/status/1973743551860355581)  2025-10-02T13:35Z [---] followers, [--] engagements


"@unusual_whales an $ASML morning"  
[X Link](https://x.com/vanazadian/status/1973746375625265381)  2025-10-02T13:46Z [---] followers, [--] engagements


"@KobeissiLetter @elonmusk Hey Elon please shut up"  
[X Link](https://x.com/vanazadian/status/1973778526135579012)  2025-10-02T15:54Z [---] followers, [---] engagements


"@KobeissiLetter @elonmusk Best of luck to anyone who wants to cancel $NFLX 🤣"  
[X Link](https://x.com/vanazadian/status/1973778692062241202)  2025-10-02T15:54Z [---] followers, [---] engagements


"Netflix $NFLX is down for the fifth consecutive day after Elon Musk called to cancel the company. What an asinine thing to say. Good luck canceling the largest streaming platform on the planet 👍"  
[X Link](https://x.com/vanazadian/status/1973780735636156901)  2025-10-02T16:02Z [---] followers, [---] engagements


"Ubers $UBER acquisition of Segments AI is a smart strategic move. Data labeling is the foundation of autonomous systems and controlling this capability strengthens Ubers AI stack. It expands the companys reach beyond ride-sharing into core AI infrastructure. This is exactly where long-term value will compound. 🚀"  
[X Link](https://x.com/vanazadian/status/1973840374029557767)  2025-10-02T19:59Z [---] followers, [---] engagements


"OpenAI is on track to be the next multi-trillion dollar hyperscaler. Inference isnt just 100x or 1000x. It is heading toward [--] billionx. We now have [--] scaling laws: pre-training post-training and inference (thinking before answering). NVIDIAs $100B+ partnership with OpenAI shows where this is going: AI factories sovereign AI and the acceleration of global GDP. The future isnt general purpose compute. It is accelerated compute and Artificial Intelligence infrastructure. The aforementioned information is from $NVDA CEO Jensen Huang on the @altcap podcast --"  
[X Link](https://x.com/vanazadian/status/1973881490472571129)  2025-10-02T22:43Z [---] followers, [---] engagements


"@StockMKTNewz $AMZN stock"  
[X Link](https://x.com/vanazadian/status/1973896002827661568)  2025-10-02T23:40Z [---] followers, [---] engagements


"@TheBrilliantBu1 [--]. Look into popular stocks (AI Compute Semiconductors Tech Financials) [--]. Yes [--]. Yes"  
[X Link](https://x.com/vanazadian/status/1973905803229688306)  2025-10-03T00:19Z [---] followers, [--] engagements


"@WheelieInvestor Never bet against Mark Zuckerberg"  
[X Link](https://x.com/vanazadian/status/1973908227273150865)  2025-10-03T00:29Z [---] followers, [--] engagements


"@WheelieInvestor Here is some more reassurance 👇 On a TTM basis $META grows revenue at 19.4% [----] billion people us Meta's services everyday Net income grew by 39% YoY EPS grew 41% YOY and also NEVER BET AGAINST MARK ZUCKERBERG"  
[X Link](https://x.com/vanazadian/status/1973944690392395784)  2025-10-03T02:54Z [---] followers, [---] engagements


"@BourbonCap @theTIKR $ASML is still cheaper then it was [--] months ago"  
[X Link](https://x.com/vanazadian/status/1974146728090874296)  2025-10-03T16:17Z [---] followers, [----] engagements


"@BourbonCap @theTIKR Also $SPGI is so cheap right now. Its trading at a 3.7% FCF yield. PE is also the lowest it has been over the TTM"  
[X Link](https://x.com/vanazadian/status/1974147114168135900)  2025-10-03T16:18Z [---] followers, [---] engagements


"Additionally $SPGI fundamental's are outstanding 10.7% revenue growth & EPS growing at 23.3% (TTM) 20.8% Net Income growth FCF per share grew at 16.9% year-over-year They increase their dividend very single quarter and are doing share buybacks S&P Global is a great buy at its current valuation"  
[X Link](https://x.com/vanazadian/status/1974148193546830319)  2025-10-03T16:23Z [---] followers, [---] engagements


"$ASML is now up 49.5% YTD This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 35% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 35% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the"  
[X Link](https://x.com/vanazadian/status/1974150211972051131)  2025-10-03T16:31Z [---] followers, [--] engagements


"This was the original $ASML investment thesis I wrote in December [----] before I first acquired the stock. The company is now up 50% YTD 👇 The stock price was down 3% in [----] while the S&P [---] is up 24%. Quasi Monopoly in chip making process. In this process ASML has the largest market share in the Wafer Fab equipment vendor market share - a part of the chip making process. They have gone all in in the patterning part of the chip making process the own around 80% of this portion of the chip making process. Rather own the entire patterning part of process rather than spreading it out into"  
[X Link](https://x.com/vanazadian/status/1974151022785302575)  2025-10-03T16:34Z [---] followers, [---] engagements


"I find it interesting that my fund (Spark Capital Management) run by two college kids on laptops in their dorms is outperforming every single hedge fund on this list YTD. For context we are up 20.4% net of fees year-to=date. "Professional" investors btw. 👇"  
[X Link](https://x.com/vanazadian/status/1974216942723469502)  2025-10-03T20:56Z [---] followers, [--] engagements


"Q3 [----] was about cooling labor data sticky but easing inflation and rising odds of Fed cuts. Heres our Spark Capital Management market commentary 👇"  
[X Link](https://x.com/vanazadian/status/1974219670677799258)  2025-10-03T21:07Z [---] followers, [---] engagements


"Markets are shifting but our focus doesnt change: Business quality Cash compounding Discipline on price"  
[X Link](https://x.com/vanazadian/status/1974219671751528485)  2025-10-03T21:07Z [---] followers, [--] engagements


"AI Infrastructure Compute chips and energy grids are the backbone of global AI adoption. Pricing power in this stack looks durable for years to come"  
[X Link](https://x.com/vanazadian/status/1974219672816882106)  2025-10-03T21:07Z [---] followers, [--] engagements

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