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[@OwlWealthy](/creator/twitter/OwlWealthy)
"Today I sold a little of my $AMD and $TSM positions. Put the proceeds in $EQIX - a steady dividend grower and company well positioned to shine in both phases of model training and inference I think Equinix represents a compelling investment opportunity due to its role in supporting the expansive growth of generative AI technology a robust infrastructure that enables rapid scaling and efficiency and a solid financial foundation promising sustained dividend growth amidst AI-driven market demands"  
[X Link](https://x.com/OwlWealthy/status/1975213626186178809) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-06T14:56Z 3008 followers, XXX engagements


"With AI disruption risk & departure of legendary capital allocator Mark Leonard knocking $CSU stock 📉 XX% in last X months thought it was time to have my custom GPT run an analysis of stock On sidelines but monitoring Constellation Software: X. Riding a Megatrend (Score: 7.5/10) Leonards final analyst call stressed uncertainty of AI: Best case: AI boosts programmer productivity 10x enabling truly customized XXX% fit software vs. the current XX% good enough model. This could expand demand for VMS solutions. Worst case: Productivity surge creates glut of devs compressing wages while flooding"  
[X Link](https://x.com/OwlWealthy/status/1971720956927164518) [@OwlWealthy](/creator/x/OwlWealthy) 2025-09-26T23:38Z 3009 followers, XXX engagements


"Robloxs cultural flywheel keeps spinning: Fashion: Vans Gucci Nike Music: Spotify Island concerts Sports: now the NFL Universe leveling up Every new vertical brings real-world fandom deeper into digital worlds. Long $RBLX"  
[X Link](https://x.com/OwlWealthy/status/1979650409141809223) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-18T20:46Z 3009 followers, XXX engagements


"Om nom nom Roblox gobbling up culture Save some for Cookie Monster Sesame Street just opened up on $RBLX. The street that taught kids their ABCs is joining the platform teaching them to build worlds. Roblox isnt just part of culture its where culture is being built. Long"  
[X Link](https://x.com/OwlWealthy/status/1976617399454495126) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-10T11:54Z 3009 followers, 1485 engagements


"We want to grow with the software vendors like $SHOP $NET. We want to go deeper to enterprises and see how we can help them to build this AI developer platforms and PaaS layer of the cloud. Long $NBIS"  
[X Link](https://x.com/OwlWealthy/status/1977805400423665688) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-13T18:35Z 3009 followers, 2324 engagements


"Morgan Stanley turned more bullish on $RBLX saying the gaming platform is on track to exceed X billion monthly active users by 2030 a milestone that could lift its shares to $XXX in a bull-case scenario. Roblox is a clear leader in the next generation of entertainment platforms drawing parallels to user-generated content giants like YouTube says Morgan Stanley. Long"  
[X Link](https://x.com/OwlWealthy/status/1978447462177132569) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-15T13:06Z 3009 followers, 1009 engagements


"$RBLX 6%+ Join the discussion"  
[X Link](https://x.com/OwlWealthy/status/1978456770981851498) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-15T13:43Z 3009 followers, XXX engagements


"Reasonable optionality to explore Im a fan. Anything to help drivers earn more on $UBER platform will keep them sticky As a platform player you can never take the hard side for granted. Always be earning their loyalty"  
[X Link](https://x.com/OwlWealthy/status/1979745863250706487) [@OwlWealthy](/creator/x/OwlWealthy) 2025-10-19T03:06Z 3009 followers, XXX engagements