# ![@watoulsky Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1880600473948037120.png) @watoulsky WaTo

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

### Engagements: [------] [#](/creator/twitter::1880600473948037120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880600473948037120/c:line/m:interactions.svg)

- [--] Week [-------] +4.60%
- [--] Month [-------] +120%
- [--] Months [-------] +11,427%

### Mentions: [--] [#](/creator/twitter::1880600473948037120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880600473948037120/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [---] +144%
- [--] Months [---] +575%
- [--] Year [---] +30,700%

### Followers: [-----] [#](/creator/twitter::1880600473948037120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880600473948037120/c:line/m:followers.svg)

- [--] Week [-----] +2.20%
- [--] Month [-----] +20%
- [--] Months [-----] +653%

### CreatorRank: [-------] [#](/creator/twitter::1880600473948037120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880600473948037120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [luxury brands](/list/luxury-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[$googl](/topic/$googl), [$amzn](/topic/$amzn) #85, [$pypl](/topic/$pypl), [lo](/topic/lo), [amzn](/topic/amzn), [aos](/topic/aos) #1042, [$adbe](/topic/$adbe), [adobe](/topic/adobe), [$amd](/topic/$amd), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@analizandoaws](/creator/undefined) [@financepotentia](/creator/undefined) [@triadriemb](/creator/undefined) [@paypal](/creator/undefined) [@krossroads](/creator/undefined) [@wearycenturion](/creator/undefined) [@lez020](/creator/undefined) [@ratabursatil](/creator/undefined) [@qualityinvest5](/creator/undefined) [@donniatello](/creator/undefined) [@stockfins](/creator/undefined) [@trollinnyc](/creator/undefined) [@futureman1977](/creator/undefined) [@samuelllamas15](/creator/undefined) [@highwayrifle](/creator/undefined) [@sosamartellabo](/creator/undefined) [@wallstwolverine](/creator/undefined) [@pobremillenial](/creator/undefined) [@loqueaprendido](/creator/undefined) [@javiercaballero](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Advanced Micro Devices (AMD)](/topic/$amd) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [UnitedHealth Group (UNH)](/topic/$unh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/$tsla) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Microsoft Corp. (MSFT)](/topic/microsoft) [Spotify Technology (SPOT)](/topic/$spot) [Novo-Nordisk (NVO)](/topic/$nvo) [Netflix Inc (NFLX)](/topic/$nflx) [Salesforce Inc (CRM)](/topic/$crm) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ferrari N.V. (RACE)](/topic/$race) [S&P Global Inc (SPGI)](/topic/$spgi) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Como $PYPL acabe en PER [--] me vais a or"  
[X Link](https://x.com/watoulsky/status/1896656488284012700)  2025-03-03T20:18Z [---] followers, [---] engagements


"@investordotdev Interesante $AXP"  
[X Link](https://x.com/watoulsky/status/1897780228887310393)  2025-03-06T22:44Z [---] followers, [---] engagements


"@Juandavelezv @bolsasinhumo Me mola $PDD"  
[X Link](https://x.com/watoulsky/status/1898001551215489262)  2025-03-07T13:23Z [---] followers, [--] engagements


"@InversionFundam $GOOGL $AMZN $BKNG en mi opinin y en ese orden molan"  
[X Link](https://x.com/watoulsky/status/1899579686746771629)  2025-03-11T21:54Z [---] followers, [--] engagements


"Las crypto caen con fuerza. #BTC -381% #ETH -918%"  
[X Link](https://x.com/watoulsky/status/1908976586130337866)  2025-04-06T20:14Z [---] followers, [--] engagements


"$PYPL es un gigante dormido. El futuro pinta bien. *PayPal has entered the chat* 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym *PayPal has entered the chat* 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym"  
[X Link](https://x.com/watoulsky/status/1922695586928574698)  2025-05-14T16:48Z [---] followers, [---] engagements


"Superamos los 20k en $GOOGL. Sigue barata"  
[X Link](https://x.com/anyuser/status/1925617082873323955)  2025-05-22T18:17Z [----] followers, [----] engagements


"Me est empezando a interesar Salesforce $CRM. Es un compounder que est cotizando a 23x beneficios los beneficios estimados de [----]. Pese a que se le cuestiona que haya comprado otras empresas a precios altos es una mquina de hacer dinero. Merece la pena echarle un ojo"  
[X Link](https://x.com/watoulsky/status/1928406222987722807)  2025-05-30T11:00Z [---] followers, [---] engagements


"Los paquetes de IA de $GOOGL sern un xito: [--]. Gemini Advanced (usuarios individuales): $2199/mes. [--]. Gemini Workspace (empresas): $24-$36/mes. [--]. Gemini code assist (cdigo en la nube): $228/meses [--]. VEO3: $99-$999/mes [--]. Google AI Premium (Pack completo): $124/mes. 👇🏻"  
[X Link](https://x.com/watoulsky/status/1931067688027070494)  2025-06-06T19:16Z [---] followers, [---] engagements


"@joecarlsonshow People are missing Google's AI packages. At $20/month and 100M monthly paid subscribers (in the coming years) would generate $2bn in extra revenue per month. $24bn/year. In [----] Google generated $350bn in revenue YT Cloud AI Search WAYMO. Future looks bright"  
[X Link](https://x.com/watoulsky/status/1946915425662664806)  2025-07-20T12:49Z [---] followers, [---] engagements


"@Core_Investor Bajada de pantalones de Europa"  
[X Link](https://x.com/watoulsky/status/1949802973372039528)  2025-07-28T12:03Z [---] followers, [--] engagements


"Me encanta $BKNG. Qu empresa Booking Holdings Q1 Results Revenue +16% Adj. EPS +32% Free Cash Flow +32% Room Nights +8% Gross Bookings +13% $BKNG: -2.5% after hours https://t.co/zy7yTsB0an Booking Holdings Q1 Results Revenue +16% Adj. EPS +32% Free Cash Flow +32% Room Nights +8% Gross Bookings +13% $BKNG: -2.5% after hours https://t.co/zy7yTsB0an"  
[X Link](https://x.com/watoulsky/status/1950302705542377602)  2025-07-29T21:09Z [---] followers, [---] engagements


"@superman13y Por"  
[X Link](https://x.com/watoulsky/status/1951632344365904174)  2025-08-02T13:13Z [---] followers, [--] engagements


"@papainversor1 32x en ventas de CPU vs Intel es una autntica barbaridad"  
[X Link](https://x.com/watoulsky/status/1952032156588613993)  2025-08-03T15:41Z [---] followers, [---] engagements


"$ADBE https://t.co/c13lSDLnuL https://t.co/c13lSDLnuL"  
[X Link](https://x.com/watoulsky/status/1953516471809708280)  2025-08-07T17:59Z [---] followers, [---] engagements


"$PYPL y $ADBE sorprender a ms de uno. What investment has you feeling this way recently https://t.co/V4zeFLBG8w What investment has you feeling this way recently https://t.co/V4zeFLBG8w"  
[X Link](https://x.com/watoulsky/status/1953899845875351995)  2025-08-08T19:23Z [---] followers, [---] engagements


"@inversor_1000 $CRM"  
[X Link](https://x.com/watoulsky/status/1955640127155490893)  2025-08-13T14:38Z [---] followers, [--] engagements


"@ftr_investors AMD 100%"  
[X Link](https://x.com/watoulsky/status/1955944839687631242)  2025-08-14T10:49Z [---] followers, [--] engagements


"@inversorBetico Long $PYPL"  
[X Link](https://x.com/watoulsky/status/1958657532920283619)  2025-08-21T22:28Z [---] followers, [---] engagements


"@JuanRodrig07 @PayPal @Kross_Roads @Couch_Investor Love it $PYPL will shock everyone this 2H of the year"  
[X Link](https://x.com/watoulsky/status/1963876059264299504)  2025-09-05T08:05Z [---] followers, [---] engagements


"$AEO vs $LULU"  
[X Link](https://x.com/watoulsky/status/1963907426316390899)  2025-09-05T10:09Z [---] followers, [--] engagements


"@InversionIndepe Chipotle 😶🌫"  
[X Link](https://x.com/watoulsky/status/1964339353414513059)  2025-09-06T14:46Z [---] followers, [---] engagements


"@weary_centurion @acce fantastic. Is the conference on YT"  
[X Link](https://x.com/watoulsky/status/1966151812031062311)  2025-09-11T14:48Z [---] followers, [---] engagements


"Mi tesis de $AMZN resumida en un vdeo"  
[X Link](https://x.com/watoulsky/status/1976660531663740932)  2025-10-10T14:46Z [---] followers, [--] engagements


"@ilcapowallst Todo est disponible en Stock Events y es gratis"  
[X Link](https://x.com/watoulsky/status/1977159376109814232)  2025-10-11T23:48Z [---] followers, [--] engagements


"Retail Wall Street"  
[X Link](https://x.com/watoulsky/status/1978722321889178007)  2025-10-16T07:18Z [---] followers, [---] engagements


"Es buen momento de vender $TSLA"  
[X Link](https://x.com/watoulsky/status/1981458688473743641)  2025-10-23T20:32Z [---] followers, [---] engagements


"$AMD en $250"  
[X Link](https://x.com/watoulsky/status/1981721878512206308)  2025-10-24T13:58Z [----] followers, [----] engagements


"@PokeStrategy 😂😂😂"  
[X Link](https://x.com/watoulsky/status/1981813708620751252)  2025-10-24T20:03Z [----] followers, [---] engagements


"@FandFbcn @grok Es Adobe que veo a Grok con problemas"  
[X Link](https://x.com/watoulsky/status/1981862992708063395)  2025-10-24T23:18Z [----] followers, [---] engagements


"Os acordis cuando a $AMD la llamaban "Advanced Money Destroyer""  
[X Link](https://x.com/anyuser/status/1982432953201561796)  2025-10-26T13:03Z [----] followers, [----] engagements


"@weary_centurion Big balls"  
[X Link](https://x.com/watoulsky/status/1983280826608693564)  2025-10-28T21:12Z [----] followers, [---] engagements


"@ScarlettJDN PainPal y Adobe son las enemigas del mercado"  
[X Link](https://x.com/watoulsky/status/1983619864955908610)  2025-10-29T19:40Z [----] followers, [--] engagements


"$GOOGL VAYA RESULTADOS 🟢 Ventas: $102.4B vs Est. $100.1B 🟢 BPA: $2.87 vs. Est. $2.26 🟢 Ventas Google Cloud $15.2B vs Est. $14.8B"  
[X Link](https://x.com/anyuser/status/1983627126994846095)  2025-10-29T20:08Z [----] followers, 11.8K engagements


"@Ing_Mercados Locura total"  
[X Link](https://x.com/watoulsky/status/1983990546956984534)  2025-10-30T20:13Z [----] followers, [---] engagements


"$AMZN RESULTADOS Q3 🟢 BPA: $1.95 vs Est. $1.57 🟢 Ingresos: $180.17B vs Est. $177.65B 🟢 AWS reacelera +20% Y/Y. BESTIAL"  
[X Link](https://x.com/anyuser/status/1983991685970587917)  2025-10-30T20:17Z [----] followers, [----] engagements


"@Lez020 @sandom_94 ya me sigue pareciendo una mierda"  
[X Link](https://x.com/watoulsky/status/1985021318639628620)  2025-11-02T16:28Z [----] followers, [--] engagements


"$PYPL va camino de convertirse en una empresa privada"  
[X Link](https://x.com/anyuser/status/1985788464596492588)  2025-11-04T19:17Z [----] followers, [----] engagements


"$GOOGL Morgan Stanley dice que Google Cloud podra crecer +50% en [----]. Morgan Stanley says $GOOGL Cloud could grow 50%+ in [----]. Their updated model shows Googles $158B backlog (with 55% recognized over [--] years) plus continued growth in on-demand workloads could drive the acceleration. On-demand has been growing 25% this year and if Google Morgan Stanley says $GOOGL Cloud could grow 50%+ in [----]. Their updated model shows Googles $158B backlog (with 55% recognized over [--] years) plus continued growth in on-demand workloads could drive the acceleration. On-demand has been growing 25% this year"  
[X Link](https://x.com/watoulsky/status/1986175655537492403)  2025-11-05T20:55Z [----] followers, [----] engagements


"@AnalizandoaWS que broker usas"  
[X Link](https://x.com/watoulsky/status/1986874368212009436)  2025-11-07T19:12Z [----] followers, [---] engagements


"$ADBE Da igual la mtrica que utilicis: Ingresos/BPA/FCF vs. Precio. Todas las grficas son iguales. La desconexin es total. What do you call a business that has tripled its revenue. While the stock has stayed roughly flat over the past [--] years $ADBE 🤔 https://t.co/eCFVXc6Aug What do you call a business that has tripled its revenue. While the stock has stayed roughly flat over the past [--] years $ADBE 🤔 https://t.co/eCFVXc6Aug"  
[X Link](https://x.com/anyuser/status/1987243555052523762)  2025-11-08T19:39Z [----] followers, [----] engagements


"@pistrolas Eing"  
[X Link](https://x.com/watoulsky/status/1987457053615423886)  2025-11-09T09:47Z [----] followers, [---] engagements


"Habla de bajar la deuda y a continuacin ofrece un "dividendo arancelario" de $2.000/persona. Todo en el mismo post 🐐 BREAKING: President Trump announces that he will be paying a tariff dividend of at least $2000 per person. Stimulus checks are officially back. https://t.co/Dt4UgHVMrT BREAKING: President Trump announces that he will be paying a tariff dividend of at least $2000 per person. Stimulus checks are officially back. https://t.co/Dt4UgHVMrT"  
[X Link](https://x.com/watoulsky/status/1987530949199028567)  2025-11-09T14:41Z [----] followers, [----] engagements


"@AlderKazoo [--] acciones de Adobe y [--] de PayPal"  
[X Link](https://x.com/watoulsky/status/1987561736631898575)  2025-11-09T16:43Z [----] followers, [--] engagements


"Esta diapostiva de $AMD es una burrada"  
[X Link](https://x.com/watoulsky/status/1988360247543472608)  2025-11-11T21:36Z [----] followers, [----] engagements


"@EliotStock Lets Go"  
[X Link](https://x.com/watoulsky/status/1989652703254122556)  2025-11-15T11:12Z [----] followers, [---] engagements


"@casi_dani_ "May I meet you" 📝"  
[X Link](https://x.com/watoulsky/status/1990496161988235513)  2025-11-17T19:04Z [----] followers, [--] engagements


"@rata_bursatil_ burbujn"  
[X Link](https://x.com/watoulsky/status/1991121765221781876)  2025-11-19T12:29Z [----] followers, [---] engagements


"@Kross_Roads Can't watch the conference in the investor relations section. Any other links to listen to it"  
[X Link](https://x.com/watoulsky/status/1991274926800793674)  2025-11-19T22:38Z [----] followers, [---] engagements


"@eri_inversor 😎😎"  
[X Link](https://x.com/watoulsky/status/1991577152119271861)  2025-11-20T18:39Z [----] followers, [---] engagements


"$NVO con problemas"  
[X Link](https://x.com/watoulsky/status/1992925982509105529)  2025-11-24T11:59Z [----] followers, [---] engagements


"Solo pido una cosa: que dure TRUMP: - GREAT CALL WITH XI - CHINA RELATIONSHIP IS STRONG MAKING SIGNIFICANT PROGRESS - I WILL VISIT BEJING IN APRIL AND XI WILL VISIT AMERICA markets love a good China-US relationship https://t.co/nBxvcfCPvA TRUMP: - GREAT CALL WITH XI - CHINA RELATIONSHIP IS STRONG MAKING SIGNIFICANT PROGRESS - I WILL VISIT BEJING IN APRIL AND XI WILL VISIT AMERICA markets love a good China-US relationship https://t.co/nBxvcfCPvA"  
[X Link](https://x.com/watoulsky/status/1993022940393488441)  2025-11-24T18:24Z [----] followers, [----] engagements


"$UBER no remonta"  
[X Link](https://x.com/watoulsky/status/1993033986294374501)  2025-11-24T19:08Z [----] followers, [----] engagements


"$PYPL Agentic Commerce ya es una realidad. Buen momento para sacarlo justo para el Black Friday"  
[X Link](https://x.com/watoulsky/status/1993414929664418182)  2025-11-25T20:22Z [----] followers, [----] engagements


"Bullish $AMZN JUST IN: American shoppers spent record $11.8B online on Black Friday up 9% from last year JUST IN: American shoppers spent record $11.8B online on Black Friday up 9% from last year"  
[X Link](https://x.com/watoulsky/status/1994848341516325248)  2025-11-29T19:18Z [----] followers, [----] engagements


"JPMorgan ve al SP500 en [-----] a finales de 2026"  
[X Link](https://x.com/watoulsky/status/1995164787786027012)  2025-11-30T16:15Z [----] followers, [----] engagements


"Jams vender $GOOGL JUST IN: Elon Musk says Google will be "pretty valuable" in the future JUST IN: Elon Musk says Google will be "pretty valuable" in the future"  
[X Link](https://x.com/watoulsky/status/1995238866350137707)  2025-11-30T21:09Z [----] followers, [----] engagements


"Bullish $AMZN JUST IN: Trump admin plans to "accelerate" US robotics development JUST IN: Trump admin plans to "accelerate" US robotics development"  
[X Link](https://x.com/watoulsky/status/1996220664529748348)  2025-12-03T14:11Z [----] followers, [----] engagements


"@QualityInvest5 Imagine PayPal shareholders"  
[X Link](https://x.com/watoulsky/status/1996352835555086649)  2025-12-03T22:56Z [----] followers, [---] engagements


"$GOOGL ha incrementado su Market Cap en $1.5T este ao"  
[X Link](https://x.com/watoulsky/status/1996910222053609625)  2025-12-05T11:51Z [----] followers, [----] engagements


"@triadriEMB Qu tal la entrevista"  
[X Link](https://x.com/watoulsky/status/1996985234030461357)  2025-12-05T16:49Z [----] followers, [---] engagements


"Qu le pasa a Bearcoin"  
[X Link](https://x.com/watoulsky/status/1996991925086228570)  2025-12-05T17:15Z [----] followers, [----] engagements


"Bank of America avisa de una dcada perdida en el SP500 normal y apuesta por el SP500 equiponderado"  
[X Link](https://x.com/watoulsky/status/1997300624426480079)  2025-12-06T13:42Z [----] followers, [----] engagements


"$NVDA $AMD Donaldo confirma lo que comentbamos la semana pasada. EEUU volver a vender chips a China. BREAKING: President Trump says he has called China's President Xi and approved sales of Nvidia's H200 chip to China. Trump says 25% of revenue will be paid to the US and the "same approach" will apply to AMD Intel and others. https://t.co/n65cTwrEQy BREAKING: President Trump says he has called China's President Xi and approved sales of Nvidia's H200 chip to China. Trump says 25% of revenue will be paid to the US and the "same approach" will apply to AMD Intel and others. https://t.co/n65cTwrEQy"  
[X Link](https://x.com/watoulsky/status/1998148375947194646)  2025-12-08T21:51Z [----] followers, [----] engagements


"1. Jernimo baja 25pb y es dovish. [--]. El Madrid gana a la calva de Guardiola. [--]. Adobe publica resultados perfectos. Elijo creer"  
[X Link](https://x.com/watoulsky/status/1998839085817811188)  2025-12-10T19:35Z [----] followers, [----] engagements


"@Alexelinversor Esto al parecer: $GOOGL WAYMO END OF YEAR UPDATES: - 14M PAID TRIPS IN [----] - ON TRACK FOR 20M LIFETIME RIDES BY YEAR END - NOW DOING 1M RIDES A MONTH - TARGETING 1M RIDES PER WEEK BY [----] - [--] NEW CITIES PLANNED FOR [----] INCLUDING TOKYO & LONDON well now we know why $UBER is down 5% $GOOGL WAYMO END OF YEAR UPDATES: - 14M PAID TRIPS IN [----] - ON TRACK FOR 20M LIFETIME RIDES BY YEAR END - NOW DOING 1M RIDES A MONTH - TARGETING 1M RIDES PER WEEK BY [----] - [--] NEW CITIES PLANNED FOR [----] INCLUDING TOKYO & LONDON well now we know why $UBER is down 5%"  
[X Link](https://x.com/watoulsky/status/1998858282463900006)  2025-12-10T20:52Z [----] followers, [----] engagements


"$ADBE RESULTADOS: 🟢 BPA: $5.50 vs Est. $5.40 🟢 Ingresos: $6.19B vs Est. $6.11B"  
[X Link](https://x.com/watoulsky/status/1998862997666902276)  2025-12-10T21:10Z [----] followers, [----] engagements


"@castillo_2018 Esto no lo levanta ni Sydney Sweeney"  
[X Link](https://x.com/watoulsky/status/1999477426532024596)  2025-12-12T13:52Z [----] followers, [--] engagements


"Si los chinos quieren chips de Nvidia tambin querrn los de AMD. $NVDA - NVIDIA IS EVALUATING INCREASING PRODUCTION OF H200 AI CHIPS DUE TO STRONG CHINESE DEMAND - CHINESE DEMAND FOR H200 CHIPS AHEAD OF NVIDIA'S CURRENT PRODUCTION CAPACITY SOURCES SAY - RTRS well looks like the Chinese would like some Nvidia chips $NVDA - NVIDIA IS EVALUATING INCREASING PRODUCTION OF H200 AI CHIPS DUE TO STRONG CHINESE DEMAND - CHINESE DEMAND FOR H200 CHIPS AHEAD OF NVIDIA'S CURRENT PRODUCTION CAPACITY SOURCES SAY - RTRS well looks like the Chinese would like some Nvidia chips"  
[X Link](https://x.com/watoulsky/status/1999478194848825834)  2025-12-12T13:55Z [----] followers, [----] engagements


"@Donniatello Te sorprendera AMD"  
[X Link](https://x.com/watoulsky/status/1999490544318439722)  2025-12-12T14:44Z [----] followers, [--] engagements


"Camino de perder los 160k 🤩"  
[X Link](https://x.com/watoulsky/status/1999514004767506577)  2025-12-12T16:17Z [----] followers, [----] engagements


"@Stockfins I see backlog reacceleration and buybacks as catalysts. It is a company that will post low DD revenue growth and mid DD EPS growth in line with the SP500 but trading at 14x NTM earnings vs SP500 that trades at 23x. Simple play imo"  
[X Link](https://x.com/watoulsky/status/1999801177966612489)  2025-12-13T11:18Z [----] followers, [---] engagements


"Solo falta que maana rematemos con un mal dato de IPC"  
[X Link](https://x.com/watoulsky/status/2001397651196006866)  2025-12-17T21:02Z [----] followers, [----] engagements


"Este tema ir para largo pero es muy bullish para $NFLX"  
[X Link](https://x.com/watoulsky/status/2001591055007814116)  2025-12-18T09:51Z [----] followers, [----] engagements


"🚨🤨Atencin a esto $PYPL PAYPAL : MORGAN STANLEY CUTS TO UNDERWEIGHT FROM EQUAL-WEIGHT; CUTS TARGET PRICE TO $51 FROM $74 This is the Bullish catalyst we have been waiting for When Morgan Stanley lowers a Price Target after a bullish catalyst has been announced (Bank charter) it means they need cheap PAYPAL : MORGAN STANLEY CUTS TO UNDERWEIGHT FROM EQUAL-WEIGHT; CUTS TARGET PRICE TO $51 FROM $74 This is the Bullish catalyst we have been waiting for When Morgan Stanley lowers a Price Target after a bullish catalyst has been announced (Bank charter) it means they need cheap"  
[X Link](https://x.com/watoulsky/status/2001623236841464211)  2025-12-18T11:59Z [----] followers, [----] engagements


"Si PayPal y Adobe no superan al SP500 en [----] no vuelvo a twittear"  
[X Link](https://x.com/watoulsky/status/2002451793608151443)  2025-12-20T18:51Z [----] followers, 30.4K engagements


"Don Elon Musk Parera camino de $1T"  
[X Link](https://x.com/watoulsky/status/2002774421489246456)  2025-12-21T16:13Z [----] followers, [----] engagements


"Mi tesis de $AMD se resume en esta diapositiva:"  
[X Link](https://x.com/watoulsky/status/2002864225719550023)  2025-12-21T22:10Z [----] followers, [----] engagements


"@IreneMontero Irene vamos a por ti"  
[X Link](https://x.com/watoulsky/status/2002870809682211220)  2025-12-21T22:36Z [----] followers, [---] engagements


"$AMD Eso de que China no quiere chips de Nvidia ni de AMD es comedia fina. Ya se rumorea que Alibaba planea comprar +40.000 chips MI308 de AMD"  
[X Link](https://x.com/watoulsky/status/2003244034148696417)  2025-12-22T23:19Z [----] followers, [----] engagements


"$GOOGL La cuota de mercado de Gemini sigue creciendo sobre el total de visitas a LLMs. 🗓 Hace [--] mes: ChatGPT: 72.3% Gemini: 13.7% DeepSeek: 4.2% Grok: 2.5% Claude: 2.4% Perplexity: 2.3% Copilot: 1.2% 🗓 Hoy: ChatGPT: 68.0% Gemini: 18.2% DeepSeek: 3.9% Grok: 2.9% Perplexity: 2.1% Claude: 2.0% Copilot: 1.2%"  
[X Link](https://x.com/watoulsky/status/2004251801076322778)  2025-12-25T18:04Z [----] followers, [----] engagements


"@alert_invest Margin is rapidly increasing and volume is massive. Amazon will generate $700B in revenue in [----] and every incremental % in margin translates to massive EPS and FCF growth"  
[X Link](https://x.com/watoulsky/status/2005942474204746063)  2025-12-30T10:02Z [----] followers, [---] engagements


"Warner Bros no quiere saber nada de Paramount. Bullish $NFLX"  
[X Link](https://x.com/watoulsky/status/2006099512624808442)  2025-12-30T20:26Z [----] followers, [----] engagements


"Todo en verde en la primera jornada del ao"  
[X Link](https://x.com/watoulsky/status/2007035551640403981)  2026-01-02T10:25Z [----] followers, [----] engagements


"Los semiconductores volando 🚀"  
[X Link](https://x.com/watoulsky/status/2007101556697842110)  2026-01-02T14:47Z [----] followers, 16.5K engagements


"@triadriEMB refresca jaja"  
[X Link](https://x.com/watoulsky/status/2007102252159545646)  2026-01-02T14:50Z [----] followers, [---] engagements


"PayPal y Adobe nos desean un Feliz 2026"  
[X Link](https://x.com/watoulsky/status/2007387074115317845)  2026-01-03T09:42Z [----] followers, 11.4K engagements


"$AMZN superando los $240 🚀"  
[X Link](https://x.com/watoulsky/status/2008599410037690489)  2026-01-06T17:59Z [----] followers, [----] engagements


"Los come-hamburguesas infravaloran a Pedrito. BREAKING: After Trump's capture of Maduro there's a 40% chance Spain's president leaves office this year https://t.co/oXonQIxX9D BREAKING: After Trump's capture of Maduro there's a 40% chance Spain's president leaves office this year https://t.co/oXonQIxX9D"  
[X Link](https://x.com/watoulsky/status/2009036364566716841)  2026-01-07T22:56Z [----] followers, [----] engagements


"@QualityInvest5 Amazon"  
[X Link](https://x.com/watoulsky/status/2009333616179073488)  2026-01-08T18:37Z [----] followers, [---] engagements


"@TrollinNYC Q1 revenue growth was only +1%. Q3 revenue growth was +7%. The company is guiding for HSD revenue growth and DD EPS growth. I believe asking for DD revenue and EPS growth for a company trading at 10x earnings is harsh"  
[X Link](https://x.com/watoulsky/status/2010042440984809794)  2026-01-10T17:33Z [----] followers, [----] engagements


"$ADBE y $PYPL en verde para final de ao"  
[X Link](https://x.com/watoulsky/status/2010049371539382754)  2026-01-10T18:01Z [----] followers, 13K engagements


"@TrollinNYC Ok so now we are going to compare PayPal with Amazon 😂"  
[X Link](https://x.com/watoulsky/status/2010076607877394797)  2026-01-10T19:49Z [----] followers, [---] engagements


"$GOOGL YouTube lidera el consumo de televisin en Estados Unidos y su cuota de mercado sigue subiendo. Google compr YouTube en [----] por $1.6B. Hoy los analistas la valoran en $450B"  
[X Link](https://x.com/watoulsky/status/2010357022580219969)  2026-01-11T14:23Z [----] followers, 12.9K engagements


"@futureman1977 Why $70"  
[X Link](https://x.com/watoulsky/status/2010415577052201165)  2026-01-11T18:16Z [----] followers, [---] engagements


"@futureman1977 Still dont know why $70. Why not $60 $50 or $80"  
[X Link](https://x.com/watoulsky/status/2010420238010192235)  2026-01-11T18:35Z [----] followers, [---] engagements


"@SamuelLlamas15 Mastercard por su Value Added Service"  
[X Link](https://x.com/watoulsky/status/2011171928451457425)  2026-01-13T20:22Z [----] followers, [---] engagements


"$NVO en $45. $UNH en $230. $PYPL en $56. $ADBE en $300"  
[X Link](https://x.com/watoulsky/status/2011516745476161692)  2026-01-14T19:12Z [----] followers, 13.7K engagements


"@yonki_mercados Yonki ChatGPT y Gemini estn integradas en Adobe"  
[X Link](https://x.com/watoulsky/status/2011518436464345599)  2026-01-14T19:19Z [----] followers, [----] engagements


"Qu barbaridad de resultados de $TSM. [----] apunta a que ser otro gran ao para los semiconductores. $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes (7nm) were 77% of wafer revenue Q1 Guidance Sales $35.2B vs Est. $33.2B Gross margin 64% vs. Est. https://t.co/XfmPgJWUMP $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes (7nm) were 77% of wafer revenue Q1 Guidance Sales $35.2B vs Est."  
[X Link](https://x.com/watoulsky/status/2011783742675681313)  2026-01-15T12:53Z [----] followers, [----] engagements


"@JRguezzzz @Donniatello es que su amigo no usa Adobe"  
[X Link](https://x.com/watoulsky/status/2012213602854351288)  2026-01-16T17:21Z [----] followers, [---] engagements


"@SamuelLlamas15 $348"  
[X Link](https://x.com/watoulsky/status/2012587148986179955)  2026-01-17T18:05Z [----] followers, [---] engagements


"La narrativa actual del mercado es que este nivel de detalle lo sustituirn un par de prompts"  
[X Link](https://x.com/watoulsky/status/2012902151635259511)  2026-01-18T14:57Z [----] followers, [----] engagements


"@Capitandetierra"  
[X Link](https://x.com/watoulsky/status/2013391891723682217)  2026-01-19T23:23Z [----] followers, [----] engagements


"@AnalizandoaWS ojo qualtrim"  
[X Link](https://x.com/watoulsky/status/2015117903092134019)  2026-01-24T17:42Z [----] followers, [---] engagements


"JUST IN: Canada has "no plans" to sign free trade deal with China after Trumps tariff threats JUST IN: Canada has "no plans" to sign free trade deal with China after Trumps tariff threats"  
[X Link](https://x.com/watoulsky/status/2015557617385414731)  2026-01-25T22:49Z [----] followers, [----] engagements


"$ADBE Adobe est cotizando a 13x beneficios de 2026"  
[X Link](https://x.com/watoulsky/status/2011513257471930528)  2026-01-14T18:58Z [----] followers, 13.5K engagements


"@leevalueroach The second largest company in the world"  
[X Link](https://x.com/watoulsky/status/2012982642644226176)  2026-01-18T20:17Z [----] followers, [---] engagements


"Invertir [-----] en un fondo indexado al SP500 para tu hijo en el momento de su nacimiento le permitir jubilarse a los [--] aos con [-----] al mes ajustado por inflacin. Os lo explica Ivn Espinosa de los Monteros. https://t.co/7UFxAN5K2l Invertir [-----] en un fondo indexado al SP500 para tu hijo en el momento de su nacimiento le permitir jubilarse a los [--] aos con [-----] al mes ajustado por inflacin. Os lo explica Ivn Espinosa de los Monteros. https://t.co/7UFxAN5K2l"  
[X Link](https://x.com/watoulsky/status/2013521234735096234)  2026-01-20T07:57Z [----] followers, 14.8K engagements


"Donny ve preparando el taco trade"  
[X Link](https://x.com/watoulsky/status/2013603492108091660)  2026-01-20T13:24Z [----] followers, [----] engagements


"Thanks Mr. President @realDonaldTrump"  
[X Link](https://x.com/watoulsky/status/2013611746548687106)  2026-01-20T13:57Z [----] followers, 13.3K engagements


"$NFLX RESULTADOS Ingresos: $12.05B vs Est. $11.97B BPA: $0.56 vs Est. $0.55 FCF: $1.9B vs Est. $1.4B Q1 Guidance Ingresos: $12.16B vs Est. $12.19B BPA: $0.76 vs Est. $0.81 Margen Operativo: 32% vs Est. 34% [----] Guidance Ingresos: $51.4B vs Est. $50.9B Margen Operativo: 32% vs Est. 32% FCF: $11B vs Est. $12B. https://twitter.com/i/web/status/2013726691382698020 https://twitter.com/i/web/status/2013726691382698020"  
[X Link](https://x.com/watoulsky/status/2013726691382698020)  2026-01-20T21:33Z [----] followers, 11.1K engagements


"$1M en PayPal. $1M en Adobe. Youre given $2m. You have [--] minutes to spend it. You cant spend it on cars airplanes yacht or a house. You cant spend it on golds or diamonds either. What will you buy Youre given $2m. You have [--] minutes to spend it. You cant spend it on cars airplanes yacht or a house. You cant spend it on golds or diamonds either. What will you buy"  
[X Link](https://x.com/watoulsky/status/2013735238136946826)  2026-01-20T22:07Z [----] followers, 11.2K engagements


"👀 $PYPL is acquiring Cymbio to accelerate agentic commerce making merchant catalogs discoverable directly inside AI platforms like like $MSFT Copilot $GOOGL Gemini Perplexity & ChatGPT. The deal embeds AI-driven ordering directly into PayPals Store Sync & fulfillment stack. https://t.co/XLfYDMPYad $PYPL is acquiring Cymbio to accelerate agentic commerce making merchant catalogs discoverable directly inside AI platforms like like $MSFT Copilot $GOOGL Gemini Perplexity & ChatGPT. The deal embeds AI-driven ordering directly into PayPals Store Sync & fulfillment stack. https://t.co/XLfYDMPYad"  
[X Link](https://x.com/watoulsky/status/2014331809849389129)  2026-01-22T13:38Z [----] followers, [----] engagements


"🟢 Inflacin controlndose. 🟢 PIB creciendo muy rpido. 🟢 Mercado laboral mejorando. https://t.co/WwMideP6BB 🟢 Inflacin controlndose. 🟢 PIB creciendo muy rpido. 🟢 Mercado laboral mejorando. https://t.co/WwMideP6BB"  
[X Link](https://x.com/watoulsky/status/2014424174232584269)  2026-01-22T19:45Z [----] followers, [----] engagements


"Oportunidad"  
[X Link](https://x.com/watoulsky/status/2014771253677015088)  2026-01-23T18:44Z [----] followers, [----] engagements


"$META Q4 RESULTADOS 🟢 Ingresos $59.9B vs Est. $58.4B 🟢 BPA $8.88 vs Est. $8.19 Q1 Guidance Ingresos $55B vs Est. $51B [----] Guidance CapEx $125B vs Est. $111B (AMD 👀)"  
[X Link](https://x.com/watoulsky/status/2016628189188006127)  2026-01-28T21:43Z [----] followers, [----] engagements


"$AAPL RESULTADOS 🟢 BPA $2.84 vs Est. $2.67 🟢 Ingresos $143.7B vs Est. $138.5B"  
[X Link](https://x.com/watoulsky/status/2016988839063994475)  2026-01-29T21:36Z [----] followers, [----] engagements


"@cpl_ray Igual"  
[X Link](https://x.com/watoulsky/status/2017153088319000897)  2026-01-30T08:29Z [----] followers, [--] engagements


"$CSU Constellation Software ha incrementado su FCF a una tasa anualizada del 21% durante los ltimos [--] aos. Actualmente la compaa cotiza a 17x FCF"  
[X Link](https://x.com/watoulsky/status/2012954170530165114)  2026-01-18T18:24Z [----] followers, [----] engagements


"@BarbaDolar Me planteo Mastercard"  
[X Link](https://x.com/watoulsky/status/2017959379488722964)  2026-02-01T13:53Z [----] followers, [---] engagements


"@rata_bursatil_ MSCI o SP500"  
[X Link](https://x.com/watoulsky/status/2018073491816292451)  2026-02-01T21:26Z [----] followers, [----] engagements


"👀 $AMZN We increase our [----] AWS revenue growth estimate to +25% Y/Y - PT Raised to $315 at Citizens $AMZN We increase our [----] AWS revenue growth estimate to +25% Y/Y - PT Raised to $315 at Citizens"  
[X Link](https://x.com/watoulsky/status/2018412658379088347)  2026-02-02T19:54Z [----] followers, [----] engagements


"Las empresas de memoria siguen 🚀"  
[X Link](https://x.com/watoulsky/status/2018421440131772770)  2026-02-02T20:29Z [----] followers, [----] engagements


"@AlbertEstradex Cartera top"  
[X Link](https://x.com/watoulsky/status/2018426089035399285)  2026-02-02T20:47Z [----] followers, [----] engagements


"@MarcuscusDGI Un poquito de Adobe solo"  
[X Link](https://x.com/watoulsky/status/2018619801602589079)  2026-02-03T09:37Z [----] followers, [---] engagements


"$AMD Lisa Su ha vuelto a confirmar estos objetivos en la conference call"  
[X Link](https://x.com/watoulsky/status/2018812051737788662)  2026-02-03T22:21Z [----] followers, [----] engagements


"As queda la distribucin de la cartera despus de las compras de esta semana"  
[X Link](https://x.com/watoulsky/status/2012586731602604443)  2026-01-17T18:04Z [----] followers, 14.2K engagements


"🚨 El nmero de cortos en tecnologa es el mayor de la ltima dcada pese a que el SP500 est a un 2% de mximos histricos. Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF"  
[X Link](https://x.com/watoulsky/status/2021976366065877262)  2026-02-12T15:55Z [----] followers, [----] engagements


"-10k desde mximos 🙂"  
[X Link](https://x.com/watoulsky/status/2022053346706936162)  2026-02-12T21:01Z [----] followers, [----] engagements


"11x beneficios de [----] 11x FCF"  
[X Link](https://x.com/watoulsky/status/2022065300360114665)  2026-02-12T21:48Z [----] followers, [----] engagements


"Cada vez que el SP500 se acerca a [----] se da la vuelta. Como a las tecnolgicas les de por volver a mximos podramos rebasarlo de una vez"  
[X Link](https://x.com/watoulsky/status/2021962402213114029)  2026-02-12T14:59Z [----] followers, [----] engagements


"-43% desde mximos"  
[X Link](https://x.com/watoulsky/status/2022009469719482394)  2026-02-12T18:06Z [----] followers, 12.2K engagements


"@highwayrifle Si es por IA me entran ganas de llorar. Grandsima empresa que se estn cebando con ella desde que anunci que comprara WB"  
[X Link](https://x.com/watoulsky/status/2022012137632412108)  2026-02-12T18:17Z [----] followers, [---] engagements


"Jensen: "Existe la idea de que la industria del software ser reemplazada por la IA y es lo ms ilgico del mundo el tiempo lo demostrar""  
[X Link](https://x.com/watoulsky/status/2019044258087686173)  2026-02-04T13:43Z [----] followers, 16.3K engagements


"$GOOGL 🟢 Ingresos creciendo +18% anual. 🟢 Google Cloud avanza un 48% en el ltimo ao mientras sigue ampliando mrgenes operativos. 🟢 A pesar de estar realizando una inversin en CAPEX rcord el FCF de la compaa est en mximos. 🟢 BPA creciendo +32%"  
[X Link](https://x.com/watoulsky/status/2019331588631536104)  2026-02-05T08:45Z [----] followers, [----] engagements


"$AMZN AWS ha crecido +23.6% en el ltimo ao. El backlog se dispara a $244B lo que supone un crecimiento del +37.85% con respecto al ejercicio pasado"  
[X Link](https://x.com/watoulsky/status/2019696739218026624)  2026-02-06T08:56Z [----] followers, [----] engagements


"@dani_lib_finan Amazon Google Meta Mastercard"  
[X Link](https://x.com/watoulsky/status/2022389021163557188)  2026-02-13T19:14Z [----] followers, [---] engagements


"$AMZN Incluso con toda esta inversin mi mejor estimacin es que tendremos limitaciones de capacidad durante los prximos aos. Venderemos cada uno de los servidores y desearemos tener ms Matt Garman director ejecutivo de AWS"  
[X Link](https://x.com/watoulsky/status/2022404386484572367)  2026-02-13T20:15Z [----] followers, [----] engagements


"No tengis miedo a comprar cuchillos cayendo si habis estudiado la compaa y consideris que est barata. Compr $GOOGL cuando era un cuchillo cayendo entre $100-$80. Compr $META entre $136-$88. Compr $AMD entre $105-$77. Mis mejores acciones fueron cuchillos cayendo"  
[X Link](https://x.com/anyuser/status/1950263104387870785)  2025-07-29T18:32Z [----] followers, 22.1K engagements


"Lo difcil de la inversin no es determinar si una accin est barata o no. Si no de mantener e incluso seguir comprando acciones cuando todo el mundo te dice que te ests equivocando. Esto mismo me ha pasado en algn momento en todas las acciones que tengo en cartera"  
[X Link](https://x.com/anyuser/status/1989846240343818620)  2025-11-16T00:01Z [----] followers, 73.8K engagements


"$MA Mastercard no es solo una empresa de pagos. Su divisin "Servicios de Valor Aadido" crece +24% anual y cada vez tiene ms peso en su negocio total. Estos servicios son herramientas avanzadas de seguridad anlisis de datos y fidelizacin para ayudar a bancos y comercios"  
[X Link](https://x.com/watoulsky/status/1991971697420062731)  2025-11-21T20:47Z [----] followers, [---] engagements


"$MA Mastercard est cotizando a un FCF Yield de 3.5% acercndose mucho a la valoracin que alcanz durante el mercado bajista de [----]. Hay que estudiar esta empresa me parece interesante"  
[X Link](https://x.com/watoulsky/status/1992187818479894878)  2025-11-22T11:06Z [----] followers, [----] engagements


"$MA Mastercard es una empresa que merece la pena analizar. No es solo una compaa de pagos si no tambin una consultora especializada en ciberseguridad y prevencin de fraude. Segn mis proyecciones de la compaa a [--] aos obtengo una rentabilidad del 16% anual"  
[X Link](https://x.com/watoulsky/status/1995829279427277185)  2025-12-02T12:15Z [----] followers, [----] engagements


"$ADBE Hoy despus del cierre tendremos los resultados de Adobe. La peor posicin que tengo en cartera"  
[X Link](https://x.com/watoulsky/status/1998690154920149326)  2025-12-10T09:44Z [----] followers, 10.7K engagements


"$RACE Ferrari va camino de cotizar al mismo PER que alcanz durante el mercado bajista de 2022"  
[X Link](https://x.com/watoulsky/status/2000330649702707517)  2025-12-14T22:22Z [----] followers, [----] engagements


"$MA Mastercard ha incrementado su dividendo durante los ltimos [--] aos a una tasa anualizada del 16.74%"  
[X Link](https://x.com/watoulsky/status/2005727628960170100)  2025-12-29T19:48Z [----] followers, [----] engagements


"Muchas acciones interesantes y eso que estamos en mximos histricos. - Visa / Mastercard - META - UBER - Netflix"  
[X Link](https://x.com/watoulsky/status/2011141487728476438)  2026-01-13T18:21Z [----] followers, 18.1K engagements


"$RACE Ferrari va camino de cotizar al mismo nivel de valoracin que alcanz en el mnimo de 2022"  
[X Link](https://x.com/watoulsky/status/2012489163405136221)  2026-01-17T11:36Z [----] followers, [----] engagements


"$MA Mastercard cotiza prcticamente al mismo FCF Yield que en los mnimos registrados durante el COVID y el mercado bajista de 2022"  
[X Link](https://x.com/watoulsky/status/2014287399195402426)  2026-01-22T10:41Z [----] followers, [----] engagements


"@robchamo Mastercard me tiene dando botes"  
[X Link](https://x.com/watoulsky/status/2014292860003074257)  2026-01-22T11:03Z [----] followers, [----] engagements


"$MA Mastercard no es solo una empresa de pagos. Aunque su divisin de "Servicios de Valor Aadido" es poco conocida por el pblico general ya genera el [--] % de los ingresos totales de la compaa. Este segmento incluye herramientas avanzadas de seguridad anlisis de datos y fidelizacin diseadas para ayudar a bancos y comercios a mejorar su rendimiento. Mientras que los ingresos por pagos crecieron un 118% el ltimo ao el negocio de "Value Added Services" registr un crecimiento mucho mayor del [--] %. https://twitter.com/i/web/status/2015108834466074824"  
[X Link](https://x.com/watoulsky/status/2015108834466074824)  2026-01-24T17:05Z [----] followers, [----] engagements


"$PLX.PA Lo de Pluxee no se entiende. 🟢 P/V 1.25x 🟢 PER 8x 🟢 FCF Yield 26% 🟢 Rentabilidad por dividendo 2.96%"  
[X Link](https://x.com/watoulsky/status/2015442984607608971)  2026-01-25T15:13Z [----] followers, 10.7K engagements


"$V La lnea de negocio de "Value Added Services" de Visa ha crecido +33% en los ltimos [--] meses"  
[X Link](https://x.com/watoulsky/status/2017562760196833762)  2026-01-31T11:37Z [----] followers, [----] engagements


"Esta es la razn por la que a $META se le permite aumentar su gasto en CAPEX"  
[X Link](https://x.com/watoulsky/status/2017613419122163846)  2026-01-31T14:58Z [----] followers, [----] engagements


"Mi portfolio en $: 46% MSCI World. 22% Google. 8% Amazon 7% AMD 6% Cash 12% entre Adobe UNH y PayPal"  
[X Link](https://x.com/watoulsky/status/2017931559500734811)  2026-02-01T12:02Z [----] followers, 18.6K engagements


"Mis requisitos de aqu en adelante para invertir en una accin: 🟢 Monopolstica Gran cuota de mercado en una industria concentrada. Distribucin arraigada reconocimiento de marca base instalada y base de suscriptores consolidada. Altas barreras de entrada. 🟢 Poder de Fijacin de Precios Historial demostrado de aumento de precios por encima de la tasa de inflacin. Capacidad de mejora en el producto o servicio ofrecido para defender ese aumento de precios futuros. Capacidad para subir precios con poca resistencia por parte de los clientes. 🟢 Apalancamiento Operativo Cada dlar incremental de"  
[X Link](https://x.com/watoulsky/status/2018040480681136150)  2026-02-01T19:15Z [----] followers, 19.4K engagements


"Alguien se plantea comprar $PYPL antes de resultados"  
[X Link](https://x.com/watoulsky/status/2018273936538992760)  2026-02-02T10:42Z [----] followers, 19.2K engagements


"Microsoft $424 Mastercard $548 Amazon $243 META $714"  
[X Link](https://x.com/watoulsky/status/2018405708350271780)  2026-02-02T19:26Z [----] followers, 21.3K engagements


"$PYPL Los resultados han sido absolutamente asquerosos. Me voy a plantear si vendo toda la posicin. Tampoco quiero precipitarme. Los bajistas han estado en lo cierto todo este tiempo"  
[X Link](https://x.com/watoulsky/status/2018663301161599439)  2026-02-03T12:30Z [----] followers, 31.9K engagements


"$PYPL No tengo ningn problema con que haya ciertas cuentas de la comunidad que hoy se ran de mi por tener una parte de mi cartera en PayPal (4% al cierre de ayer). Es lo que tiene exponer transparentemente las posiciones de uno al pblico. Al igual que cuando mis acciones suben la gente me felicita. Lo suyo es que cuando bajen sealen el fallo. Seguimos https://twitter.com/i/web/status/2018771705527665143 https://twitter.com/i/web/status/2018771705527665143"  
[X Link](https://x.com/watoulsky/status/2018771705527665143)  2026-02-03T19:40Z [----] followers, 19.4K engagements


"$AMD cotiza a un forward PER de 28x y la compaa espera crecer su BPA a una tasa anualizada del 58% hasta 2030"  
[X Link](https://x.com/watoulsky/status/2019469800443973648)  2026-02-05T17:54Z [----] followers, 10K engagements


"$MSFT Microsoft se est acercando a la misma valoracin que alcanz en el mnimo de 2022"  
[X Link](https://x.com/watoulsky/status/2019484478050103532)  2026-02-05T18:53Z [----] followers, 14K engagements


"Pensando qu me gusta ms. Microsoft $393 META $670 Mastercard $551"  
[X Link](https://x.com/watoulsky/status/2019738683960660466)  2026-02-06T11:43Z [----] followers, 18.1K engagements


"En cuanto se ejecute el traspaso de mis acciones a MyInvestor seguramente venda PayPal para comprar META. Tampoco descarto vender alguna otra accin para iniciar posicin en Mastercard y/o Microsoft o seguir ampliando en Amazon. Busco construir una cartera concentrada y de mucha calidad. https://twitter.com/i/web/status/2020094641446527074 https://twitter.com/i/web/status/2020094641446527074"  
[X Link](https://x.com/watoulsky/status/2020094641446527074)  2026-02-07T11:17Z [----] followers, 14.9K engagements


"@sosamartellabo No quiero rellenar el [---] todos los aos. Solo por eso"  
[X Link](https://x.com/watoulsky/status/2020102355132338336)  2026-02-07T11:48Z [----] followers, [---] engagements


"$ADBE No creo que la IA vaya a por las empresas de SaaS por un tema de costes. Fjate en Adobe: Ms de la mitad de sus gastos totales se destinan solo a marketing. Para qu se van a meter Google o OpenAI a gastar fortunas en publicidad para competir entre s Les sale mucho ms a cuenta llegar a acuerdos e integrarse en la infraestructura que estas compaas ya han construido. De hecho es lo que estn haciendo. https://twitter.com/i/web/status/2020298410478170513 https://twitter.com/i/web/status/2020298410478170513"  
[X Link](https://x.com/watoulsky/status/2020298410478170513)  2026-02-08T00:47Z [----] followers, 12K engagements


"$MSFT en $374 👀 To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm"  
[X Link](https://x.com/watoulsky/status/2020523265257579003)  2026-02-08T15:41Z [----] followers, [----] engagements


"$META Cundo hemos normalizado que una empresa como META con una capitalizacin burstil de ms de $1.5T proyecte un crecimiento de ingresos de +30% Y eso que los nmeros de [----] no han sido precisamente malos"  
[X Link](https://x.com/watoulsky/status/2020563363160277321)  2026-02-08T18:20Z [----] followers, [----] engagements


"$SPOT La IA tambin acabar con Spotify 🟢 Cotiza a 25x FCF. Tiene una capitalizacin burstil de $87B pero cuenta con una caja neta de unos $7B. 🟢 El FCF de la compaa crece exponencialmente. 🟢 La base total de usuarios crece a doble dgito"  
[X Link](https://x.com/watoulsky/status/2020571739609002243)  2026-02-08T18:53Z [----] followers, [----] engagements


"Dios mo. UBS espera que AWS crezca +38% este ao. De ser as AWS facturar $178B en [----]. UBS sees $AMZN AWS growing 38% in [----] If AWS accelerates from 24% to 38% while spending $200B would show the capex is converting into revenue and finally kills the "overbuilding" narrative completely. https://t.co/ZXKkixTwfJ UBS sees $AMZN AWS growing 38% in [----] If AWS accelerates from 24% to 38% while spending $200B would show the capex is converting into revenue and finally kills the "overbuilding" narrative completely. https://t.co/ZXKkixTwfJ"  
[X Link](https://x.com/watoulsky/status/2020916484571124194)  2026-02-09T17:43Z [----] followers, [----] engagements


"Maana antes de la apertura de Wall Street se publicarn los resultados de: - S&P Global - Spotify - Ferrari - Coca Cola 🍿"  
[X Link](https://x.com/watoulsky/status/2020975019564961913)  2026-02-09T21:36Z [----] followers, [----] engagements


"$SPGI S&P Global cotiza a 20x beneficios de 2026"  
[X Link](https://x.com/watoulsky/status/2021325394389959046)  2026-02-10T20:48Z [----] followers, [----] engagements


"$SPOT Lo nico que no me convence de Spotify es la desaceleracin de sus ventas. +7% Y/Y"  
[X Link](https://x.com/watoulsky/status/2021327359446523993)  2026-02-10T20:56Z [----] followers, [----] engagements


"Bad Bunny echando un capote a $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/watoulsky/status/2021362596650287493)  2026-02-10T23:16Z [----] followers, [---] engagements


"Acabo de comprar [--] acciones de $META Tambin he comprado [--] acciones de $AMZN"  
[X Link](https://x.com/watoulsky/status/2021609154855526429)  2026-02-11T15:35Z [----] followers, 14.5K engagements


"@FinancePotentia @BillAckman Nah llevo diciendo que iba a comprar desde la semana pasada y he comprado antes de la noticia"  
[X Link](https://x.com/watoulsky/status/2021636312256983370)  2026-02-11T17:23Z [----] followers, [---] engagements


"$META es una compaa que no tiene riesgo de disrupcin de la IA si no todo lo contrario. Para el primer trimestre de [----] proyecta un crecimiento de ingresos de +30% interanual y actualmente cotiza a 23x beneficios. Yo voy a seguir comprando"  
[X Link](https://x.com/watoulsky/status/2021713904523681991)  2026-02-11T22:32Z [----] followers, [----] engagements


"$BKNG Booking Holdings ha recomprado el 35% de sus acciones en los ltimos [--] aos. 🔵 NAcciones en circulacin en [----] [-----] millones. 🔵 NAcciones en circulacin en [----] [-----] millones"  
[X Link](https://x.com/watoulsky/status/2007511279284662613)  2026-01-03T17:56Z [----] followers, [----] engagements


"Acabo de comprar [--] acciones de $AMZN Ya tengo [--]. Busco llegar a 100"  
[X Link](https://x.com/watoulsky/status/2019737701835329541)  2026-02-06T11:39Z [----] followers, 12.2K engagements


"$UBER Estos son los [--] grficos que ms me gustan de Uber: 🟢 El FCF est creciendo de forma exponencial mientras la accin sigue cotizando a 20x FCF ajustado por SBC. 🟢 Los suscriptores de Uber One han aumentado +50% anual en los ltimos [--] aos"  
[X Link](https://x.com/watoulsky/status/2020461951566876905)  2026-02-08T11:37Z [----] followers, [----] engagements

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