[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@qualityequities](/creator/twitter/qualityequities)
"$V Visa and $MA Mastercard just keep compounding"  
[X Link](https://x.com/qualityequities/status/1985331654190137448) [@qualityequities](/creator/x/qualityequities) 2025-11-03T13:02Z 5811 followers, 3937 engagements


"$MA Mastercard and $V Visa"  
[X Link](https://x.com/qualityequities/status/1889038261072666832) [@qualityequities](/creator/x/qualityequities) 2025-02-10T19:46Z 5809 followers, XXX engagements


"AKO Capital just released their 13F. A few observations: - Reduced $FICO FICO by XXXXX% - Reduced $LIN by Linde XXXXX% - Reduced $WMG Warner Music Group by XXXXX% - Bought a new stake in $ILMN Illumina - Increased $ACN Accenture by XXXXX% - Increased $EFX Equifax by XXXXX% - Increased $CPRT Copart by XXXXX% - Increased $INTU Intuit by XXXX% Thoughts"  
[X Link](https://x.com/qualityequities/status/1889698083514052700) [@qualityequities](/creator/x/qualityequities) 2025-02-12T15:28Z 5805 followers, 2710 engagements


"Evercore ISI analyst Mark Mahaney wrote of an "AWS unlock" as the cloud unit's XX% year-over-year revenue growth rate in the third quarter was its fastest in XX quarters. Amazon also cited a XXX% sequential boom in revenue from its Trainium custom-chip business which had been another source of investor doubt before the report. With those trends in tow "the AI narrative has flipped positive for AWS" Mahaney said in a note to clients. $AMZN #AWS Source: Morningstar"  
[X Link](https://x.com/qualityequities/status/1984240667761992052) [@qualityequities](/creator/x/qualityequities) 2025-10-31T12:46Z 5804 followers, 2236 engagements


"Congrats to all $AMZN Amazon shareholders. Strong quarter indeed"  
[X Link](https://x.com/qualityequities/status/1984071443362279799) [@qualityequities](/creator/x/qualityequities) 2025-10-31T01:34Z 5809 followers, 4545 engagements


"Buy high quality companies that can compound FCF per share growth (when adjusted for SBC) at XX% over the past decade like $V Visa"  
[X Link](https://x.com/qualityequities/status/1982266883865792725) [@qualityequities](/creator/x/qualityequities) 2025-10-26T02:03Z 5810 followers, 3541 engagements


"Who thinks that stablecoins (e.g. $USDC USDC) will disrupt payment giants such as $V Visa and $MA Mastercard"  
[X Link](https://x.com/qualityequities/status/1982990342459949227) [@qualityequities](/creator/x/qualityequities) 2025-10-28T01:58Z 5810 followers, 3071 engagements


"Even under conservative assumptions (12% EPS CAGR and a 30x PE over the next five years) $META Meta Platforms shares can deliver double-digit returns. Are you buying at current levels"  
[X Link](https://x.com/qualityequities/status/1985058350967427246) [@qualityequities](/creator/x/qualityequities) 2025-11-02T18:56Z 5811 followers, 9294 engagements


"Was only a matter of time. $AMZN #AWS #OpenAI"  
[X Link](https://x.com/qualityequities/status/1985364502381297980) [@qualityequities](/creator/x/qualityequities) 2025-11-03T15:12Z 5811 followers, 1053 engagements


"And this $FICO"  
[X Link](https://x.com/qualityequities/status/1982611808985981076) [@qualityequities](/creator/x/qualityequities) 2025-10-27T00:54Z 5810 followers, 6122 engagements


"October End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. I also added slightly to $FICO FICO $SPGI S&P Global $NVDA NVIDIA and $UBER Uber. - The portfolio is trading within a range of reasonableness though at a slightly higher valuation given the strength of the US stock market. Forward PE is 31.5x and forward FCF yield is 2.6%. - Look through fundamental metrics remain strong. For example ROIC 10-year average is XXXX% FCF/net income is XX% FCF/OCF is XX% gross margin is XX% operating margin is XX% interest"  
[X Link](https://x.com/qualityequities/status/1984583152577245230) [@qualityequities](/creator/x/qualityequities) 2025-11-01T11:27Z 5811 followers, 28.1K engagements


"One of the most impressive technological moats. Ever. $ASML"  
[X Link](https://x.com/qualityequities/status/1984684317684199465) [@qualityequities](/creator/x/qualityequities) 2025-11-01T18:09Z 5811 followers, 4591 engagements


"I love this chart $FICO"  
[X Link](https://x.com/qualityequities/status/1982975842931167302) [@qualityequities](/creator/x/qualityequities) 2025-10-28T01:00Z 5811 followers, 5107 engagements


"3.54 billion people. $META"  
[X Link](https://x.com/qualityequities/status/1984767555202867279) [@qualityequities](/creator/x/qualityequities) 2025-11-01T23:40Z 5811 followers, 9198 engagements


"Theres a narrative on the street that goes something like: - $GOOGL $GOOG Alphabet and $MSFT Microsoft lead in AI spending capacity with robust cash flow and cloud backlogs. Google and Microsoft generate more cash from their businesses than other big tech companies and theyre devoting a smaller percentage of that cash to capex for new AI data center construction than other companies. Their capex is safer. - On the other hand $META Meta Platforms faces significant AI investment risk due to lower cash and lack of cloud revenue and therefore in worse position. - $AMZN Amazons high capex is"  
[X Link](https://x.com/qualityequities/status/1985340310180778072) [@qualityequities](/creator/x/qualityequities) 2025-11-03T13:36Z 5811 followers, XXX engagements


"$UBER Uber shares go ___ tomorrow after earnings"  
[X Link](https://x.com/qualityequities/status/1985533124839641510) [@qualityequities](/creator/x/qualityequities) 2025-11-04T02:22Z 5811 followers, XXX engagements