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[@DividendTalks](/creator/twitter/DividendTalks)
"The Ultimate SaaS Map just dropped and its basically a blueprint of the software giants running the modern economy. These arent just apps. Theyre the digital infrastructure of business itself. Lets break it down 👇 💼 Office Software From $MSFT to $GOOGL $TEAM and $DOCU these are the productivity kings that keep global workforces moving. Zoom and Dropbox built the backbone of remote work and theyre still essential in the hybrid era. 🏢 Enterprise & Work Automation Think $SAP $ORCL $NOW and $WDAY the unseen engines that power payrolls workflows and corporate systems across Fortune 500s. Every"  
[X Link](https://x.com/DividendTalks/status/1978847046200332342) [@DividendTalks](/creator/x/DividendTalks) 2025-10-16T15:34Z 60K followers, 28.7K engagements


"In 2010 the world created just X zettabytes of data. By 2028 itll be XXX zettabytes. Thats a 197x explosion in less than two decades. And with it comes one of the biggest capital waves in history: Hyperscalers data center spend jumping from $92B (2021) $386B (2025F). This isnt just an $NVDA story. Its a long-term play across power grids ( $PPL $NEE) data centers (QTS AirTrunk) cooling (Copeland) storage (DDN) and the firms financing it ( $BX). Were not just building chips Were building the digital backbone of the next XX years"  
[X Link](https://x.com/DividendTalks/status/1973006227622760590) [@DividendTalks](/creator/x/DividendTalks) 2025-09-30T12:45Z 60K followers, 10K engagements


"Everyones glued to $NVDA charts But the real money might be flowing where nobodys looking. Blackstone ($BX) isnt chasing chips. Theyre buying the infrastructure that makes AI possible the picks & shovels of the boom. ⚡ Power & Grid: $PPL $TXNM Invenergy 🏢 Data Centers: QTS AirTrunk Lumina ❄ Cooling: Copeland AIR 💾 Storage: DDN 🔌 Backup Power: Aypa Trystar AI doesnt run without massive power cooling and racks of servers. While Wall Street piles into $NVDA & $MSFT Blackstone is positioning for the entire ecosystem. Chips win battles. Infrastructure wins wars"  
[X Link](https://x.com/DividendTalks/status/1972800541500543441) [@DividendTalks](/creator/x/DividendTalks) 2025-09-29T23:07Z 60K followers, 119.2K engagements


"My granddad retired early without ever hitting the lottery. His secret Dividends. He owned the boring stuff - $KO $JNJ $PG - and just kept reinvesting every payout. $XXX turned into $5000. $5000 turned into $50000. This chart shows the roadmap: - Low yield = growth ( $AAPL $MSFT) - Mid yield = balance ( $UPS $PG $JNJ) - High yield = pure cash flow ( $T $XOM $MO) Dividends wont make you rich overnight. But they can make you free. Which side of the chart are you stacking"  
[X Link](https://x.com/DividendTalks/status/1973350660956360862) [@DividendTalks](/creator/x/DividendTalks) 2025-10-01T11:33Z 60K followers, 82K engagements


"Stocks Near XX Week Lows: Costco $COST - $XXX Adobe $ADBE - $XXX Duolingo $DUOL - $XXX Automatic Data Processing $ADP - $XXX Essex Property Trust $ESS - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Waste Management $WM - $XXX Molina Healthcare $MOH - $XXX Lululemon $LULU - $XXX Waste Connections $WCN - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX PepsiCo $PEP - $XXX Constellation Brands $STZ - $XXX Old Dominion $ODFL - $XXX Kimberly-Clark $KMB - $XXX Deckers $DECK - $XXX Diageo $DEO - $XX Canadian National Railway $CNI - $XX Target $TGT - $XX United Parcel Services $UPS - $86"  
[X Link](https://x.com/DividendTalks/status/1974808958389870644) [@DividendTalks](/creator/x/DividendTalks) 2025-10-05T12:08Z 60K followers, 167.2K engagements


"The $XX Trillion Web No Ones Talking About: At the center sits $NVDA the most powerful company in the world right now. But this chart from Bloomberg shows its not alone its part of a money loop thats quietly rewriting Silicon Valley. Heres how it works 👇 - $NVDA sells chips to almost everyone from $MSFT $ORCL and $AMD to new players like xAI Figure AI and Mistral. - $ORCL then spends tens of billions on those chips while $NVDA invests billions back into OpenAI. - $MSFT powers the cloud for OpenAI which in turn drives demand for $NVDAs GPUs. - Even $AMD is in the mix giving OpenAI the option"  
[X Link](https://x.com/DividendTalks/status/1976589174103781763) [@DividendTalks](/creator/x/DividendTalks) 2025-10-10T10:02Z 60K followers, 37.2K engagements


"China just punched the world in the supply chain now rare earth stocks are the battlefield. Beijing just slapped tighter export limits on rare earths and the U.S. is fighting back with XXX% tariffs all while AI EVs & defense demand keeps skyrocketing. This graphic shows the hidden names in the fight: $MP $TMRC $UAMY $UUUU $AREC $NB $CRML $IDR $USAR These arent mining plays theyre geopolitical shock absorbers. If China cuts off exports the world will search for domestic lifelines. Which of these do you think becomes the next must-own in the battle for supply chain sovereignty"  
[X Link](https://x.com/DividendTalks/status/1977106182750851251) [@DividendTalks](/creator/x/DividendTalks) 2025-10-11T20:17Z 60K followers, 92K engagements


"Stocks Near XX Week Lows: Costco $COST - $XXX Ferrari $RACE - $XXX Adobe $ADBE - $XXX Duolingo $DUOL - $XXX McDonalds $MCD - $XXX Automatic Data Processing $ADP - $XXX Essex Property Trust $ESS - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX T-Mobile US $TMUS - $XXX Waste Management $WM - $XXX Molina Healthcare $MOH - $XXX Waste Connections $WCN - $XXX Lululemon $LULU - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Constellation Brands $STZ - $XXX Old Dominion $ODFL - $XXX Kimberly-Clark $KMB - $XXX Deckers $DECK - $XX Diageo $DEO - $XX Canadian National Railway $CNI - $XX Target"  
[X Link](https://x.com/DividendTalks/status/1977343765686763623) [@DividendTalks](/creator/x/DividendTalks) 2025-10-12T12:01Z 60K followers, 154.8K engagements


"Remember when Barrons dropped their Top Stocks for 2025 list last year They picked XX names they said would lead the next bull run. Well XX months later lets see how that calls holding up 👇 💡 Alibaba $BABA was $XXXXX P/E XXXX Back then it looked like a deep-value play. Now its finally showing signs of life as China pushes more stimulus. 💡 Alphabet $GOOGL was $XXX P/E XXXX Everyone said AI already priced in. It wasnt. Search Cloud YouTube all crushing it. 💡 ASML $ASML was $XXX P/E XXXX The quiet backbone of the AI chip boom. Every $NVDA and $AMD GPU starts here. 💡 Berkshire $BRK.B was"  
[X Link](https://x.com/DividendTalks/status/1978055245654618319) [@DividendTalks](/creator/x/DividendTalks) 2025-10-14T11:08Z 60K followers, 24.7K engagements


"Extreme Fear Has Returned and Thats When the Best Opportunities Hide. The Fear & Greed Index just hit XX signaling extreme fear a level we havent seen in months. Historically this is when smart money quietly starts buying. - When the meter flashes greed everyones chasing. - When it flashes fear assets trade at a discount. Remember Buffetts rule: Be fearful when others are greedy and greedy when others are fearful"  
[X Link](https://x.com/DividendTalks/status/1978896201681453062) [@DividendTalks](/creator/x/DividendTalks) 2025-10-16T18:49Z 60K followers, 10.1K engagements


"3 World-Class Stocks Hiding in Plain Sight:"  
[X Link](https://x.com/DividendTalks/status/1979900759639507294) [@DividendTalks](/creator/x/DividendTalks) 2025-10-19T13:21Z 60K followers, 4057 engagements


"🔟 Dividend Stocks that pay monthly: $O Realty Income $ADC Agree Realty $LTC LTC Properties $EPR EPR Properties $SLG SL Green Realty $STAG STAG Industrial $AGNC AGNC Investment $MAIN Main Street Capital $LAND Gladstone Land Corp $APLE Apple Hospitality How many do you own"  
[X Link](https://x.com/DividendTalks/status/1803822682749718953) [@DividendTalks](/creator/x/DividendTalks) 2024-06-20T16:10Z 59.8K followers, 10.6K engagements


"Stocks Near XX Week Lows: LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Thermo Fischer $TMO - $XXX Elevance Health $ELV - $XXX Adobe $ADBE - $XXX Home Depot $HD - $XXX UnitedHealth $UNH - $XXX Accenture $ACN - $XXX Lululemon $LULU - $XXX FedEx $FDX - $XXX Lowes $LOW - $XXX Applied Materials $AMAT - $XXX Old Dominion $ODFL - $XXX Procter & Gamble $PG - $XXX Qualcomm $QCOM - $XXX Chevron $CVX - $XXX PepsiCo $PEP - $XXX Deckers $DECK - $XXX Canadian National Railway $CNI - $XXX United Parcel Services $UPS - $XXX Diageo $DEO - $XXX Target $TGT - $XX Colgate-Palmolive $CL - $XX Merck & Co $MRK -"  
[X Link](https://x.com/DividendTalks/status/1939317563948736792) [@DividendTalks](/creator/x/DividendTalks) 2025-06-29T13:38Z 59.8K followers, 202K engagements


"7 Stocks at Decade Lows: The market is hitting all-time highs But some once-great companies are now trading at valuations we havent seen in 10+ years. X. $AMZN EV/EBIT 31x 10Y High 185x Amazon Web Services is still a beast but Wall Street has lost patience"  
[X Link](https://x.com/DividendTalks/status/1971702313766334758) [@DividendTalks](/creator/x/DividendTalks) 2025-09-26T22:23Z 59.7K followers, 158.9K engagements


"This is the backbone of the modern economy - the cloud value chain. ☁ $ASML and $TSM forge the silicon. ⚙ $NVDA and $INTC turn it into compute. 💪 $MSFT $AMZN and $GOOG rent it out as cloud. 🌩 $CRM $NOW and $WDAY build the apps that run your business. 💼 Every SaaS login every AI query every tap on your phone - somewhere one of these companies is getting paid. From wafers in Taiwan to data centers in Oregon to dashboards in your browser this is how digital value is created packaged and sold. The deeper you are in the stack the closer you sit to the source of power - compute itself. $ASML"  
[X Link](https://x.com/DividendTalks/status/1974905160653791638) [@DividendTalks](/creator/x/DividendTalks) 2025-10-05T18:30Z 59.8K followers, 64K engagements


"Everyones chasing AI profits. But OpenAI is building the ecosystem everyone else depends on. Look at this web 👇 🧠 OpenAI sits at the center - and every major tech player is now tied to it: 💽 $MSFT investor + exclusive cloud host 🧱 $ORCL powering the Stargate supercomputer ⚡ $NVDA supplier investor and customer 🏗 $CRWV OpenAIs secret compute engine 🔩 $AVGO building custom AI chips ☁ $GOOG $AMZN $META all infrastructure + hosting partners 💰 SoftBank funding the next expansion wave 🤖 Anthropic part rival part ally also hosted by the same giants This isnt competition - its a tangled"  
[X Link](https://x.com/DividendTalks/status/1975665420859269303) [@DividendTalks](/creator/x/DividendTalks) 2025-10-07T20:51Z 59.7K followers, 11.1K engagements


"China is quietly taking over open-source AI and few in the West are ready for it. Just look at this in mid-2024 $GOOGL $META and $NVDA dominated the leaderboard of the worlds most popular open-weight AI models. Fast-forward to now (Oct 2025): Alibaba $BABA DeepSeek Moonshot AI and Meituan hold every top spot. In under XX months China went from barely visible to owning the AI conversation not with closed-source products like ChatGPT but with open models the whole world can build on. This isnt just about software. Behind it is a full-stack national push: - $BABA funding compute infrastructure -"  
[X Link](https://x.com/DividendTalks/status/1978466551318626563) [@DividendTalks](/creator/x/DividendTalks) 2025-10-15T14:22Z 59.8K followers, 5304 engagements


"Buying $NKE Share price = $XXX Market cap = $182bn #dividend yield = 1.1%✅ 5Y average yield = XXX% PE Ratio TTM = 33🚩 PE Ratio 5Y Avg = XX Dividend payout = 36%✅ Dividend growth 5Y CAGR = 11%✅ Dividend growth 10Y CAGR = 14%✅ #Stock #stockmarket #divtwit #dividends"  
[X Link](https://x.com/DividendTalks/status/1634943509643026433) [@DividendTalks](/creator/x/DividendTalks) 2023-03-12T15:44Z 59.9K followers, 2565 engagements


"10 Stocks to BUY 👇🏽 Criteria: X - ROIC 25%+ X - Fwd P/E below XX $ABBV AbbVie ROIC XX% Fwd PE 13x $AMAT Applied Materials ROIC XX% Fwd PE 18x $HD Home Depot ROIC XX% Fwd PE 19x $HSY Hershey ROIC XX% Fwd PE XX $LMT Lockheed Martin ROIC XX% Fwd PE 15x $MED Medifast ROIC XXX% Fwd PE 13x $QCOMM Qualcomm ROIC XX% Fwd PE 13x $ULTA ULTA Beauty ROIC XX% Fwd PE 14x $UPS United Parcel Services ROIC XX% Fwd PE 16x $WSM Williams-Sonoma ROIC XX% Fwd PE 11x"  
[X Link](https://x.com/DividendTalks/status/1710961767881302051) [@DividendTalks](/creator/x/DividendTalks) 2023-10-08T10:14Z 59.9K followers, 71.9K engagements


"Undervalued Stocks to Buy Q2 2024: Duke Energy $DUK XX% Undervalued U.S Bancorp $USB XX% Undervalued Adobe $ADBE XX% Undervalued Crown Castle $CCI XX% Undervalued Comcast $CMCSA XX% Undervalued Kellogg $KLG XX% Undervalued Tyson Foods $TSN XX% Undervalued Federal Realty Trust $FRT XX% Undervalued Realty Income $O XX% Undervalued Kraft Heinz $KHC XX% Undervalued PayPal $PYPL XX% Undervalued Ventas $VTR XX% Undervalued Under Armour $UA XX% Undervalued Warner Bros Discovery $WBD XX% Undervalued Source: Morningstar Are you buying any"  
[X Link](https://x.com/DividendTalks/status/1777662873029759030) [@DividendTalks](/creator/x/DividendTalks) 2024-04-09T11:40Z 59.9K followers, 59.2K engagements


"12 UNDERVALUED STOCKS: XX. Wells Fargo $WFC XX% Upside XX. Snowflake $SNOW XX% Upside XX. Exxon Mobil $XOM XX% Upside X. Disney $DIS XX% Upside X. Realty Income $O XX% Upside X. Raytheon $RTX XX% Upside X. Federal Realty $FRT XX% Upside X. Tyson Foods $TSN XX% Upside X. Albemarle $ALB XX% Upside X. Kellogg $KLG XX% Upside X. PayPal $PYPL XX% Upside X. Moderna $MRNA XX% Upside Source: Morningstar Are you adding any"  
[X Link](https://x.com/DividendTalks/status/1786876783863685392) [@DividendTalks](/creator/x/DividendTalks) 2024-05-04T21:53Z 59.9K followers, 121.6K engagements


"10 Dividend Stocks that pay monthly: $O Realty Income $ADC Agree Realty $LTC LTC Properties $EPR EPR Properties $SLG SL Green Realty $STAG STAG Industrial $AGNC AGNC Investment $MAIN Main Street Capital $LAND Gladstone Land Corp $APLE Apple Hospitality Do you own any"  
[X Link](https://x.com/DividendTalks/status/1787119288819581310) [@DividendTalks](/creator/x/DividendTalks) 2024-05-05T13:56Z 59.8K followers, 15.3K engagements


"25 HIGH DIVIDEND STOCKS: X. Public Storage $PSA XXXX% X. Best Buy $BBY XXXX% X. Prudential $PRU XXXX% X. Pinnacle West $PNW XXXX% X. Ennis $EBF XXXX% X. United Parcel Service $UPS XXXX% X. Dow $DOW XXXX% X. Philip Morris $PM XXXX% X. Dominion Energy $D XXXX% XX. NNN $NNN XXXX% XX. Pembina $PBA XXXX% XX. LyondellBasell $LYB XXXX% XX. Kinder Morgan $KMI XXXX% XX. Realty Income $O XXXX% XX. Main Street Capital $MAIN XXXX% XX. W.P. Carey $WPC XXXX% XX. Crown Castle $CCI XXXX% XX. AT&T $T XXXX% XX. UGI $UGI XXXX% XX. Verizon $VZ XXXX% XX. Enterprise Products $EPD XXXX% XX. Whirlpool $WHR XXXX% 23."  
[X Link](https://x.com/DividendTalks/status/1801240119212494995) [@DividendTalks](/creator/x/DividendTalks) 2024-06-13T13:08Z 59.9K followers, 8289 engagements


"12 UNDERVALUED STOCKS: XX. Wells Fargo $WFC XX% Upside XX. Raytheon $RTX XX% Upside XX. Tyson Foods $TSN XX% Upside X. Federal Realty $FRT XX% Upside X. Realty Income $O XX% Upside X. Exxon Mobil $XOM XX% Upside X. Moderna $MRNA XX% Upside X. PayPal $PYPL XX% Upside X. Disney $DIS XX% Upside X. Kellogg $KLG XX% Upside X. Snowflake $SNOW XX% Upside X. Albemarle $ALB XX% Upside Source: Morningstar Are you adding any"  
[X Link](https://x.com/DividendTalks/status/1810256048239808618) [@DividendTalks](/creator/x/DividendTalks) 2024-07-08T10:14Z 59.9K followers, 71.3K engagements


"10 UNDERVALUED STOCKS: XX. General Mills $GIS XX% Upside X. WEC Energy $WEC XX% Upside X. Altria Group $MO XX% Upside X. Exxon Mobil $XOM XX% Upside X. LyondellBasell $LYB XX% Upside X. Starbucks $SBUX XX% Upside X. Verizon $VZ XX% Upside X. Comcast $CMCSA XX% Upside X. Medtronic $MDT XX% Upside X. Dow $DOW XX% Upside Source: Morningstar Are you adding any"  
[X Link](https://x.com/DividendTalks/status/1821486108552610112) [@DividendTalks](/creator/x/DividendTalks) 2024-08-08T09:58Z 59.9K followers, 8038 engagements


"10 BEST AI STOCKS TO BUY NOW: XX. ASML $ASML Price Target = $XXX Upside = XX% X. KLA Corp $KLAC Price Target = $XXX Upside = XX% X. Lam Research $LRCX Price Target = $XX Upside = XX% X. Qualcomm $QCOM Price Target = $XXX Upside = XX% X. Taiwan Semiconductors $TSM Price Target = $XXX Upside = XX% X. Nvidia $NVDA Price Target = $XXX Upside = XX% X. MicroStrategy $MSTR Price Target = $XXX Upside = XX% X. Advanced Micro Devices $AMD Price Target = $XXX Upside = XX% X. Uber $UBER Price Target = $XX Upside = XX% X. Micron Technology $MU Price Target = $XXX Upside = XX% Have you been buying any"  
[X Link](https://x.com/DividendTalks/status/1867524951068356836) [@DividendTalks](/creator/x/DividendTalks) 2024-12-13T11:00Z 59.9K followers, 43.2K engagements


"MORGAN STANLEY TOP XX VALUE STOCKS: XX. Chipotle $CMG XX. Coca-Cola $KO XX. Eli Lilly $LLY X. Ferrari $RACE X. Shopify $SHOP X. Mastercard $MA X. Meta $META X. Spotify $SPOT X. Walmart $WMT X. V $V X. Microsoft $MSFT X. Amazon $AMZN Do you agree with them"  
[X Link](https://x.com/DividendTalks/status/1916463673171681385) [@DividendTalks](/creator/x/DividendTalks) 2025-04-27T12:05Z 59.9K followers, 143.5K engagements


"MORGAN STANLEY TOP XX STOCKS FOR 2027: XX. Live Nation $LYV XX. Meta $META XX. Spotify $SPOT XX. Amazon $AMZN XX. Chiptole $CMG XX. Ferrari $RACE XX. Coca-Cola $KO XX. Walmart $WMT XX. EQT $EQT XX. Blackstone $BX XX. Citi $C XX. Citizens $CFG XX. Mastercard $MA XX. Progressive $PGR XX. Visa $V XX. Boston Scientific $BSX XX. Eli Lilly $LLY XX. IQVIA $IQV XX. Thermo Fischer $TMO XX. Howler Aerospace $HWM XX. Trane Tech $TT X. TransUnion $TRU X. Analog Devices $ADI X. Apple $AAPL X. Atlassian Corp $TEAM X. Datadog $DDOG X. Microsoft $MSFT X. Shopify $SHOP X. Ecolab $ECL X. CBRE Group $CBRE Do"  
[X Link](https://x.com/DividendTalks/status/1928395302311968834) [@DividendTalks](/creator/x/DividendTalks) 2025-05-30T10:17Z 59.9K followers, 84.5K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1300 ASML $ASML - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Berkshire Hathaway $BRK.B - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX Elevance Health $ELV - $XXX UnitedHealth $UNH - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Union Pacific $UNP - $XXX Lululemon $LULU - $XXX Constellation Brands $STZ - $XXX Molina Healthcare $MOH - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Old Dominion $ODFL - $XXX PepsiCo $PEP - $XXX Coca-Cola Consolidated $COKE - $XXX Diageo $DEO - $XXX Exxon Mobil $XOM - $XXX Target $TGT - $XXX Deckers"  
[X Link](https://x.com/DividendTalks/status/1954512705680769073) [@DividendTalks](/creator/x/DividendTalks) 2025-08-10T11:58Z 59.9K followers, 236.5K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX UnitedHealth $UNH - $XXX Elevance Health $ELV - $XXX Essex Property Trust $ESS - $XXX Duolingo $DUOL - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Union Pacific $UNP - $XXX Waste Connections $WCN - $XXX Molina Healthcare $MOH - $XXX Lululemon $LULU - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Constellation Brands $STZ - $XXX Old Dominion $ODFL - $XXX PepsiCo $PEP - $XXX Kimberly-Clark $KMB - $XXX Deckers $DECK - $120"  
[X Link](https://x.com/DividendTalks/status/1965020206520287624) [@DividendTalks](/creator/x/DividendTalks) 2025-09-08T11:51Z 59.9K followers, 58.3K engagements


"GOLDMAN SACHS TOP XX VALUE STOCKS: XX. Cisco $CSCO XX. Energy Transfer $ET XX. TC Energy $TRP X. Taiwan Semiconductor $TSM X. Home Depot $HD X. Accenture $ACN X. Exxon Mobil $XOM X. Procter & Gamble $PG X. Berkshire Hathaway $BRK.B X. JPMorgan $JPM X. Meta $META X. Alphabet $GOOGL Do you agree with them"  
[X Link](https://x.com/DividendTalks/status/1965777687307305047) [@DividendTalks](/creator/x/DividendTalks) 2025-09-10T14:01Z 59.9K followers, 72.2K engagements


"Quantum computing could spark the next trillion-dollar boom. Forget Big Tech - these are the lesser-known stocks to watch: 🔹 $IONQ trapped-ion leader 🔹 $RGTI superconducting qubits 🔹 $QUBT quantum software bet 🔹 $ARQQ hybrid quantum cloud Early stage. High risk. Massive potential"  
[X Link](https://x.com/DividendTalks/status/1969526507048431697) [@DividendTalks](/creator/x/DividendTalks) 2025-09-20T22:18Z 59.9K followers, 32K engagements


"12 Stocks With INSANE Gross Margins: Taiwan Semiconductor $TSM 🔌59% Alphabet $GOOGL ☁ XX% Microsoft $MSFT 💻 XX% S&P Global $SPGI 📊 XX% Nvidia $NVDA 🔋 XX% Broadcom $AVGO 🪫 XX% Meta Platforms $META ☁ XX% Fair Isaac $FICO 📈 XX% Eli Lilly & Co $LLY 🦠 XX% Novo Nordisk $NVO 🥼85% Booking $BKNG 🏖 XX% Visa $V 💳 XX% How many out of XX do you hold"  
[X Link](https://x.com/DividendTalks/status/1972676839383421046) [@DividendTalks](/creator/x/DividendTalks) 2025-09-29T14:56Z 59.9K followers, 79.5K engagements


"In 2015 self-driving cars sounded like sci-fi. In 2025 theyre on real streets. In 2035 They might own the roads. But its not just $TSLA in this race: - $NVDA & $MBLY build the eyes + brains - $GOOG $BIDU $AMZN test robotaxis - $NIO $LI $XPEV fight Tesla in EV + autonomy - $UBER $LYFT $DIDI chase the rideshare goldmine The future of driving is being written by dozens of players - not one. Who do you think wins the race"  
[X Link](https://x.com/DividendTalks/status/1973722539529560166) [@DividendTalks](/creator/x/DividendTalks) 2025-10-02T12:11Z 59.9K followers, 31.4K engagements


"The story of $GOOG is the story of the modern internet. From a Stanford dorm room in 1998 to a $3T empire in 2025 - powered by relentless compounding and strategic bets. ⚡ 📈 Revenue: $86M $371B (42% CAGR) 💰 EBIT: $11M $123B (47% CAGR) It started with search. Then came the empire: 2001 ERIC becomes CEO 2004 IPO at $23B 2005 $GOOG Maps + $GOOG Ads 2006 $GOOG buys YouTube ($1.65B) 2008 Chrome 2012 Drive Android BigQuery 2015 Alphabet is born 2019 Sundar takes the helm 2023 Gemini launches 2025 $3T market cap $GOOG didnt just build a search engine. It built an information monopoly. Every click"  
[X Link](https://x.com/DividendTalks/status/1975872554557423925) [@DividendTalks](/creator/x/DividendTalks) 2025-10-08T10:35Z 59.9K followers, 48.6K engagements


"Look at this map its not just a health crisis. Its a market thesis. Over XXX million adults worldwide are obese. In the U.S. its 42%. The world isnt getting thinner its getting wealthier more urban more sedentary. You cant be bearish on $NVO or $LLY when half the planet is fighting biology with chemistry. This isnt a fad. Its the biggest global consumer shift since sugar itself and its only just beginning"  
[X Link](https://x.com/DividendTalks/status/1976383466414494099) [@DividendTalks](/creator/x/DividendTalks) 2025-10-09T20:25Z 59.9K followers, 10.6K engagements


"@sunnynorth2051 Good question - I dont know the answer. @grok can you help"  
[X Link](https://x.com/DividendTalks/status/1977008948030111856) [@DividendTalks](/creator/x/DividendTalks) 2025-10-11T13:50Z 59.9K followers, 3883 engagements


"The TACO trades might be coming back and markets are already bracing for it. Every time Trump talks tariffs the market moves. And history shows its not always down. Back in 2025 when Trump launched his first wave of tariff talk the S&P XXX $SPY soared XX% in just six months. Why Because traders started front-running every tweet post and hint from the White House it became known as the TACO trade. Now with Trump hinting at reciprocal tariffs and China tightening rare earth exports investors are watching the same playbook unfold again. Keep an eye on: - $SPY / $QQQ volatility magnets - $X /"  
[X Link](https://x.com/DividendTalks/status/1977500323825791469) [@DividendTalks](/creator/x/DividendTalks) 2025-10-12T22:23Z 59.9K followers, 43.6K engagements


"The world talks about oil and chips but the real war is over rare earths. In 1995 China produced a fraction of the worlds rare earth metals. By 2023 It controlled over two-thirds of global supply. These arent rare for nothing theyre the hidden layer behind every EV motor missile guidance system smartphone and AI data center. $TSLA needs them. $LMT needs them. $AAPL needs them. The Pentagon needs them. China understood early: whoever controls the inputs controls the future. The next Cold War isnt fought with bombs its fought with supply chains"  
[X Link](https://x.com/DividendTalks/status/1977758173294436526) [@DividendTalks](/creator/x/DividendTalks) 2025-10-13T15:27Z 59.9K followers, 7631 engagements


"Tariffs are back in the headlines and every time they hit traders scramble for shelter. But not all tech giants are equally exposed. $NVDA XX% of revenue from the Americas +80% YoY $MSFT XX% +16% $GOOG XX% +12% $AAPL XX% +9% $AMZN XX% +11% These are the home-field advantage plays built in the U.S. earning in the U.S. and thriving even when global trade gets messy. Meanwhile $TSM +67% YoY but XX% of sales tied to the U.S. a fragile bridge between two superpowers. Tariffs dont just shift supply chains they redraw the map of winners and losers. In a trade war revenue geography becomes your moat"  
[X Link](https://x.com/DividendTalks/status/1978235834416455879) [@DividendTalks](/creator/x/DividendTalks) 2025-10-14T23:05Z 59.9K followers, 15.8K engagements


"$ASML just dropped earnings and its a quiet monster. Most people are chasing flashy AI stocks but they forget none of this AI revolution happens without ASML. Heres what just came in: - 💰 7.5B in sales this quarter - 📈 2.1B net income - 💪 Gross margin XXXX% - 🚀 Bookings: 5.4B with 3.6B from their EUV machines (the crown jewel of chipmaking) And theyre guiding for XX% full-year growth with margins holding steady above 50%. The CEO even hinted theyre embedding AI into their lithography systems to improve yields meaning their machines are now learning. While the market obsesses over $NVDA"  
[X Link](https://x.com/DividendTalks/status/1978390379301933076) [@DividendTalks](/creator/x/DividendTalks) 2025-10-15T09:19Z 59.9K followers, 12.4K engagements


"10 Quality Consumer Cyclicals X. Nike $NKE X. LVMH $LVMHF X. AirBnB $ABNB X. Starbucks $SBUX X. Ferrari $RACE X. Autozone $AZO X. McDonalds $MCD X. The Home Depot $HD X. Hermes International $HESAF XX. Chipotle Mexican Grill $CMG"  
[X Link](https://x.com/DividendTalks/status/1797290424458969526) [@DividendTalks](/creator/x/DividendTalks) 2024-06-02T15:33Z 59.9K followers, 23.7K engagements


"54 Undervalued Dividend Bargains:"  
[X Link](https://x.com/DividendTalks/status/1973771686941261882) [@DividendTalks](/creator/x/DividendTalks) 2025-10-02T15:26Z 59.9K followers, 5774 engagements


"🚨 Retail traders are back and in a big way. According to Morgan Stanley retail inflows just hit their highest level since 2021 with over $XXX billion pouring into markets in a single month. Thats more buying pressure from everyday investors than we saw at the height of the meme stock boom. Whenever retail piles in this aggressively its usually a sign of FOMO peaking or the start of another wild run. The only question now: Are we early in a new bull leg or late to the party"  
[X Link](https://x.com/DividendTalks/status/1976273144391270693) [@DividendTalks](/creator/x/DividendTalks) 2025-10-09T13:06Z 59.9K followers, 4045 engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1550 Costco $COST - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX UnitedHealth $UNH - $XXX Elevance Health $ELV - $XXX Duolingo $DUOL - $XXX Essex Property Trust $ESS - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Waste Management $WM - $XXX Union Pacific $UNP - $XXX Molina Healthcare $MOH - $XXX Waste Connections $WCN - $XXX Lululemon $LULU - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Old Dominion $ODFL - $XXX PepsiCo $PEP - $XXX Constellation Brands $STZ - $XXX Kimberly-Clark $KMB -"  
[X Link](https://x.com/DividendTalks/status/1967209848010842614) [@DividendTalks](/creator/x/DividendTalks) 2025-09-14T12:52Z 59.9K followers, 57.3K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX UnitedHealth $UNH - $XXX Duolingo $DUOL - $XXX Elevance Health $ELV - $XXX Automatic Data Processing $ADP - $XXX Public Storage $PSA - $XXX Essex Property Trust $ESS - $XXX Salesforce $CRM - $XXX Accenture $ACN - $XXX Waste Management $WM - $XXX Molina Healthcare $MOH - $XXX Lululemon $LULU - $XXX Waste Connections $WCN - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX PepsiCo $PEP - $XXX Old Dominion $ODFL - $XXX Constellation"  
[X Link](https://x.com/DividendTalks/status/1972268644932423753) [@DividendTalks](/creator/x/DividendTalks) 2025-09-28T11:54Z 59.9K followers, 112.6K engagements


"Stocks Near XX Week Lows: MSCI $MSCI - $XXX Northrop Grumman $NOC - $XXX ULTA Beauty $ULTA - $XXX Deere & Company $DE - $XXX Accenture $ACN - $XXX Lululemon Athletica $LULU - $XXX Snap-on $SNA - $XXX McDonalds $MCD - $XXX Illinois Tool Works $ITW - $XXX Hershey $HSY - $XXX Boeing $BA - $XXX Old Dominion Freight $ODFL - $XXX PepsiCo $PEP - $XXX Chevron $CVX - $XXX Johnson & Johnson $JNJ - $XXX Darden Restaurants $DRI - $XXX Snowflake $SNOW - $XXX United Parcel Service $UPS - $XXX Genuine Parts $GPC - $XXX Diageo $DEO - $XXX Este Lauder $EL - $XXX Whirlpool $WHR - $XXX Global Payments $GPC -"  
[X Link](https://x.com/DividendTalks/status/1810983291224268860) [@DividendTalks](/creator/x/DividendTalks) 2024-07-10T10:23Z 59.9K followers, 46.7K engagements


"7 BEST GROWTH STOCKS 2025: Source: Forbes X. Eli Lilly $LLY 5Y EPS XX% 5Y Revenue XX% X. ServiceNow $NOW 5Y EPS XX% 5Y Revenue XX% X. Shopify $SHOP 5Y EPS XX% 5Y Revenue XX% X. MercadoLibre $MELI 5Y EPS XX% 5Y Revenue XX% X. Monolithic Power $MPWR 5Y EPS XX% 5Y Revenue XX% X. Shift4Payments $FOUR 5Y EPS XX% 5Y Revenue XX% X. Corcept Therapeutics $CORT 5Y EPS XX% 5Y Revenue XX% Buying any"  
[X Link](https://x.com/DividendTalks/status/1872602535258685878) [@DividendTalks](/creator/x/DividendTalks) 2024-12-27T11:16Z 59.9K followers, 25.8K engagements


"Novo Nordisk or Eli Lilly $NVO Dividend Yield XXX% Payout XX% 5Y dividend CAGR XX% Revenue YoY XX% PE 14x Net Margin XX% Cash $3bn Total Debt $16bn $LLY Dividend Yield XXX% Payout XX% 5Y dividend CAGR XX% Revenue YoY XX% PE 31x Net Margin XX% Cash $4bn Total Debt $40bn"  
[X Link](https://x.com/DividendTalks/status/1956843544356037102) [@DividendTalks](/creator/x/DividendTalks) 2025-08-16T22:20Z 60K followers, 160.7K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1350 ASML $ASML - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Berkshire Hathaway $BRK.B - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX Elevance Health $ELV - $XXX UnitedHealth $UNH - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Union Pacific $UNP - $XXX Lululemon $LULU - $XXX Constellation Brands $STZ - $XXX Molina Healthcare $MOH - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Old Dominion $ODFL - $XXX PepsiCo $PEP - $XXX Kimberly-Clark $KMB - $XXX Coca-Cola Consolidated $COKE - $XXX Diageo $DEO - $XXX Exxon Mobil $XOM - $106"  
[X Link](https://x.com/DividendTalks/status/1957046846427177237) [@DividendTalks](/creator/x/DividendTalks) 2025-08-17T11:48Z 60K followers, 146.3K engagements


"United Health or Novo Nordisk $UNH Dividend Yield XXX% Payout XX% 5Y dividend CAGR XX% Revenue YoY XX% PE 18x Net Margin X% Cash $29bn Total Debt $79bn $NVO Dividend Yield XXX% Payout XX% 5Y dividend CAGR XX% Revenue YoY XX% PE 14x Net Margin XX% Cash $3bn Total Debt $16bn"  
[X Link](https://x.com/DividendTalks/status/1957382386125099342) [@DividendTalks](/creator/x/DividendTalks) 2025-08-18T10:01Z 59.9K followers, 60.1K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1400 ASML $ASML - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Berkshire Hathaway $BRK.B - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX Elevance Health $ELV - $XXX UnitedHealth $UNH - $XXX Essex Property Trust $ESS - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Union Pacific $UNP - $XXX Lululemon $LULU - $XXX Molina Healthcare $MOH - $XXX Constellation Brands $STZ - $XXX Old Dominion $ODFL - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX PepsiCo $PEP - $XXX Kimberly-Clark $KMB - $XXX Coca-Cola Consolidated $COKE - $XXX Diageo $DEO"  
[X Link](https://x.com/DividendTalks/status/1959586276136419837) [@DividendTalks](/creator/x/DividendTalks) 2025-08-24T11:59Z 59.9K followers, 49.4K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $XXX ASML $ASML - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX Elevance Health $ELV - $XXX UnitedHealth $UNH - $XXX Essex Property Trust $ESS - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX Union Pacific $UNP - $XXX Lululemon $LULU - $XXX Molina Healthcare $MOH - $XXX Constellation Brands $STZ - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Old Dominion $ODFL - $XXX PepsiCo $PEP - $XXX Kimberly-Clark $KMB - $XXX Deckers $DECK - $XXX Coca-Cola Consolidated $COKE - $116"  
[X Link](https://x.com/DividendTalks/status/1962826010551783750) [@DividendTalks](/creator/x/DividendTalks) 2025-09-02T10:32Z 60K followers, 31.9K engagements


"MORGAN STANLEY TOP XX VALUE STOCKS: XX. Bristol-Myers $BMY XX. Humana $HUM XX. Old Dominion $ODFL X. Cheesecake Factory $CAKE X. PayPal $PYPL X. Hershey $HSY X. PepsiCo $PEP X. Visa $V X. Spotify $SPOT X. Amazon $AMZN X. Google $GOOGL X. Uber $UBER Do you agree with them"  
[X Link](https://x.com/DividendTalks/status/1965427227916390729) [@DividendTalks](/creator/x/DividendTalks) 2025-09-09T14:49Z 60K followers, 43.8K engagements


"The ENTIRE AI Value Chain - & the Stocks Powering It From chips to apps heres who wins in AI: - Semis: $TSMC $AMD $INTC $NVDA $MRVL $AVGO $SKHynix $SSNLF - Data Centers: $DELL $CSCO $SMCI $ANET $PSTG - Infra: $DUK $NEE $EQIX $ABB $VRT $SchnE - Cloud: $MSFT (Azure) $GOOGL (GCP) $AMZN (AWS) $ORCL - Data: $SNOW $MDB $PLTR Databricks Scale AI - Models: OpenAI $META Anthropic Mistral - Apps: $MSFT Copilot Perplexity Midjourney The real money may be in the picks & shovels - not just the flashy apps. Which AI stock are you betting on 👇"  
[X Link](https://x.com/DividendTalks/status/1967633466775708072) [@DividendTalks](/creator/x/DividendTalks) 2025-09-15T16:55Z 60K followers, 104.3K engagements


"The AI Revolution = Trillions in Wealth Wedbush just spotlighted XX stocks leading AI across every sector: ⚡ Hyperscalers: $MSFT $GOOG $AMZN 💻 Software: $PLTR $SNOW $ADBE 🔒 Cybersecurity: $PANW $ZS 🤖 Robotics: $TSLA $OKLO 🔌 Semis: $NVDA $TSM $AMD AI isnt the future - its the present. 👉 Whos your #1 pick"  
[X Link](https://x.com/DividendTalks/status/1968051941134757953) [@DividendTalks](/creator/x/DividendTalks) 2025-09-16T20:38Z 60K followers, 71.8K engagements


"Are there any undervalued stocks left in the market"  
[X Link](https://x.com/DividendTalks/status/1968692017212338199) [@DividendTalks](/creator/x/DividendTalks) 2025-09-18T15:02Z 60K followers, 34.7K engagements


"Stocks Near XX Week Lows: Fair Isaac $FICO - $1450 Costco $COST - $XXX Eli Lilly $LLY - $XXX LVMH $LVMH - $XXX Lockheed Martin $LMT - $XXX Adobe $ADBE - $XXX UnitedHealth $UNH - $XXX Elevance Health $ELV - $XXX Automatic Data Processing $ADP - $XXX Duolingo $DUOL - $XXX Public Storage $PSA - $XXX Essex Property Trust $ESS - $XXX Salesforce $CRM - $XXX Accenture $ACN - $XXX Union Pacific $UNP - $XXX Waste Management $WM - $XXX Molina Healthcare $MOH - $XXX Waste Connections $WCN - $XXX Lululemon $LULU - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX PepsiCo $PEP - $XXX Old Dominion $ODFL"  
[X Link](https://x.com/DividendTalks/status/1969737408372470243) [@DividendTalks](/creator/x/DividendTalks) 2025-09-21T12:16Z 60K followers, 109.7K engagements


"Everyones chasing the AI headline stocks but the real story is deeper. If AI is the brain it still needs a body. That body comes from an entire supply chain of chips motors actuators & sensors. - $NVDA $TXN $QCOM $TSLA chips to process. - $ROK $ABBNY motors & robotics to move. - $SONY $ADI $IFNNY sensors to see & feel. - $PATH $PDYN $MOB software to think. This is the infrastructure of the next industrial revolution. Ignore it and youll miss where the real wealth is built"  
[X Link](https://x.com/DividendTalks/status/1972615530419765272) [@DividendTalks](/creator/x/DividendTalks) 2025-09-29T10:52Z 60K followers, 76.7K engagements


"Goldman Sachs just revealed their XX stocks to watch. Everyones eyes go straight to $AAPL & $META .but the real story is hidden in the names nobodys talking about. - $NET (Cloudflare) quietly runs half the internet you use daily. - $SNOW (Snowflake) is becoming the new data goldmine. - $FTNT (Fortinet) protects AI data centers from hackers. - $DOCN (DigitalOcean) is the startup-friendly cloud giant. - $MDB (MongoDB) runs behind the apps you cant live without. Which one would you bet your money on"  
[X Link](https://x.com/DividendTalks/status/1973420584772972945) [@DividendTalks](/creator/x/DividendTalks) 2025-10-01T16:11Z 60K followers, 204.2K engagements


"20 years ago robots felt like sci-fi. Today theyre everywhere - on factory floors in hospitals even on battlefields. - $AMZN bots move packages in warehouses. - $ISRG surgical robots assist in operating rooms. - $LMT drones patrol the skies. - $TSLA builds humanoid robots for industry. - $NVDA & $QCOM power the software brains. Robotics isnt one industry. Its an ecosystem quietly shaping the future. Heres a snapshot of the players driving it:"  
[X Link](https://x.com/DividendTalks/status/1973682189821731076) [@DividendTalks](/creator/x/DividendTalks) 2025-10-02T09:31Z 60K followers, 69.9K engagements


"AI wont just change how we work. Itll change how long we live. Imagine a world where: - Cancers are caught years earlier ( $GH $EXAS $AVAI) - Robot surgeons perform operations with zero fatigue ( $ISRG $RBOT) - New drugs are discovered 10x faster ( $RXRX $SDGR $ABSI) - Your health is monitored 24/7 from home ( $TDOC $HIMS $MOH) This isnt sci-fi. Its happening now. And dozens of companies are racing to lead the Trillion Dollar AI + healthcare revolution"  
[X Link](https://x.com/DividendTalks/status/1973847759854911658) [@DividendTalks](/creator/x/DividendTalks) 2025-10-02T20:29Z 60K followers, 29.1K engagements


"Every iPhone Tesla ChatGPT server or fighter jet has one thing in common: chips. But what most people dont realize is the semiconductor industry isnt one company - its an entire civilization of firms working together. 🔬 R&D/IP $ARM $SNPS $CDNS (the blueprint makers) ⚙ Equipment $ASML $AMAT $LRCX (the tool builders) 🏭 IDM Giants $INTC $TXN $MU $NXPI $QCOM (design + manufacture in-house) 🧠 Fabless $AAPL $NVDA $AMD $AVGO (design only outsource production) 🏗 Foundries $TSM $UMC $GFS $SMIC (the factories of the chip world) 📦 Testing/Assembly $TER $AMKR $KLAC (final polish & quality control)"  
[X Link](https://x.com/DividendTalks/status/1973892636995195061) [@DividendTalks](/creator/x/DividendTalks) 2025-10-02T23:27Z 60K followers, 32.4K engagements


"Humanoid robots arent sci-fi anymore. Dozens of companies are already building them - and Wall Street is watching. 👤 Makers: $TSLA $BYD $CATL $GAC $XPEV $1810.HK (Xiaomi) + many startups ⚡ Enablers: $NVDA $INTC $META $AMD $QCOM $IFLYTEK $HUAWEI 🔋 Batteries: $CATL $6752.T (Panasonic) Samsung SDI 👀 Vision: $INTC $NVDA $LAZR $INVZ Velodyne Hesai Goldman Sachs calls this the next multi-trillion $ industry. Robots that look like us are coming faster than most think. Question is: who do you bet on 🤖"  
[X Link](https://x.com/DividendTalks/status/1974165635832701199) [@DividendTalks](/creator/x/DividendTalks) 2025-10-03T17:32Z 59.9K followers, 22.6K engagements


"Everyones chasing $NVDA but the real AI goldmine is hiding inside the rack . Heres what no ones talking about: Every AI model - ChatGPT Gemini Claude - needs an army of companies behind the scenes. 💡 Chip Designers $ARM $AMD $INTC $NVDA They design the brains. 🏗 Manufacturers $TSM $ASML $AMAT $KLA They build them - atom by atom. ⚙ Integrators $SMCI $AVGO $MRVL They connect the pieces. ⚡ Power & Cooling $ETN $ABB $GE $SIEGY They keep the system alive. While everyones watching the front-end of AI the quiet giants behind the rack are printing money. Follow the heat its not always where the"  
[X Link](https://x.com/DividendTalks/status/1974441434167026057) [@DividendTalks](/creator/x/DividendTalks) 2025-10-04T11:48Z 60K followers, 90.6K engagements


"Most people work for money. The smart ones make money work for them. Heres how: They buy dividend stocks that pay them every month quarter or year - even when theyre asleep. 🟢 Safe but steady (02%): $AAPL $MSFT $COST $CAT 🟡 Solid cash flow (24%): $JPM $PG $KO $MCD 🟠 Income machines (46%): $T $O $PFE $DOW 🔴 Big yielders (6%+): $MO $VZ $HES $KMI $BTI Build a portfolio like this and your paycheck stops mattering. Dividends become your new salary"  
[X Link](https://x.com/DividendTalks/status/1975148558459240820) [@DividendTalks](/creator/x/DividendTalks) 2025-10-06T10:38Z 60K followers, 37.1K engagements


"Figma just IPOd - and its shaking up the entire design + AI world 🎨🤖 But heres what most people miss: Figma $FIG isnt just a design tool - its a signal. The next wave of AI companies going public is forming right now. Every category on this chart has its own potential breakout: 💾 AI + Big Data: $SNOW $MDB $ORCL 💼 AI + Enterprise: $CRM $PATH $WDAY 🧠 AI + Security: $PANW $CRWD $NET 🕹 AI + Gaming: $U 🏦 AI + Finance: $INTU 🛍 AI + E-commerce: $SHOP $AMZN Figmas IPO isnt the story. Its the starting gun for a whole new era of AI-powered IPOs. This decade will mint the next generation of tech"  
[X Link](https://x.com/DividendTalks/status/1975506979532513611) [@DividendTalks](/creator/x/DividendTalks) 2025-10-07T10:22Z 60K followers, 25.3K engagements


"Cybersecurity used to be about firewalls. Now its about AI fighting AI ⚔ Hackers are using AI to break in faster than ever - and these companies are using it to fight back. Heres the new AI-driven cybersecurity landscape 👇 🧠 Threat Detection: $CRWD (CrowdStrike) $PANW (Palo Alto) $S (SentinelOne) $AKAM (Akamai) ☁ Cloud Security: $NET (Cloudflare) $ZS (Zscaler) $DDOG (Datadog) $OKTA $RBRK (Rubrik) 🔒 Network Defense: $CSCO $FTNT (Fortinet) $CHKP (Check Point) $GEN (Gen Digital) 🔐 Vulnerability & Identity: $TENB $RPD $CYBR (CyberArk) $VRNS (Varonis) And behind the scenes the old-guard"  
[X Link](https://x.com/DividendTalks/status/1975533943106515203) [@DividendTalks](/creator/x/DividendTalks) 2025-10-07T12:09Z 60K followers, 12.2K engagements


"Quantum computing isnt science fiction anymore. Its quietly becoming the next trillion-dollar race. While AI dominates headlines the real long game is being played in quantum. These companies are building the backbone of it 👇 💻 Quantum Computers & Cloud $QUBT Photonic Quantum $RGTI Superconducting Quantum $QBTS Quantum Annealing $IONQ Ion Trap $IBM Superconducting $GOOGL Superconducting $HON Ion Trap 💾 Data Storage & Management $QMCO Integrated Quantum Tech $WIMI Quantum Memory 🔩 Quantum Chips & Solutions $INTC Silicon Spin Quantum Chip $HOLO Quantum Tech Solutions 🔐 Quantum Security &"  
[X Link](https://x.com/DividendTalks/status/1975591927601856654) [@DividendTalks](/creator/x/DividendTalks) 2025-10-07T15:59Z 60K followers, 22.6K engagements


"The next trillion-dollar problem isnt GPUs. Its gigawatts. U.S. data center power use is set to quadruple by 2030 from XXX TWh XXX TWh. Every AI query every cloud sync every video stream burns electricity. What oil was to the 20th century energy for compute will be to the 21st. $NVDA builds the brains. $TSM prints the chips. $MSFT $AMZN and $GOOG run the clouds. But none of it runs without power. Behind every intelligent system sits a data center humming glowing drawing more energy than some countries. By 2030 U.S. data centers alone will use as much electricity as XX million homes. AI isnt"  
[X Link](https://x.com/DividendTalks/status/1976033739441569951) [@DividendTalks](/creator/x/DividendTalks) 2025-10-08T21:15Z 60K followers, 112.5K engagements


"NVIDIAs Holdings Disclosure is a clear roadmap of where Jensen is betting next 👇 💾 CoreWeave $CRVW $897M (78%) Their secret AI data center weapon. CoreWeave is powering OpenAI Microsoft & more. 🔩 Arm $ARM $118M (10%) The chip design giant behind almost every mobile and edge device. ⚙ Applied Digital $APLD $43M (3.8%) Data center operator expanding into AI infrastructure. 🧬 Recursion Pharma $RXRX $40M (3.5%) AI meets biotech using AI to discover new drugs. ☁ Nebius $NBIS $25M (2.1%) Cloud and data compute infrastructure. 🚗 WeRide $WRD $23M (2.0%) AI-driven autonomous vehicles. 👉 NVIDIA"  
[X Link](https://x.com/DividendTalks/status/1976059652916806032) [@DividendTalks](/creator/x/DividendTalks) 2025-10-08T22:58Z 60K followers, 85K engagements


"The Smart Money Has Never Been This Split. According to Bank of Americas latest Global Fund Manager Survey a record XX% of professional investors now say U.S. stocks are overvalued the highest reading in history. At the same time they say Emerging Markets are -XX% undervalued. Thats the widest gap in more than two decades. In simple terms: - The pros think Wall Street is too expensive. - But they see potential value in markets most retail investors ignore. This kind of sentiment extreme doesnt happen often and historically its been followed by major rotation moments. Will capital finally"  
[X Link](https://x.com/DividendTalks/status/1976225504521867556) [@DividendTalks](/creator/x/DividendTalks) 2025-10-09T09:57Z 59.9K followers, 4666 engagements


"Americas next energy shock isnt coming from oil or cars its coming from servers. By 2030 U.S. data centers will consume XXXX% of all electricity nearly X what the entire UK used in 2023. $NVDA builds the chips that crave power. $TSM prints the silicon nonstop. $MSFT $AMZN and $GOOG are building gigawatt-scale data centers to feed the cloud. $META $ORCL and $CRM stack the apps on top every click burning watts. The cloud isnt soft its heavy. Concrete copper and carbon scaling faster than the grid that powers it. The old economy ran on oil and steel. The new one runs on silicon and electricity."  
[X Link](https://x.com/DividendTalks/status/1976374932251554208) [@DividendTalks](/creator/x/DividendTalks) 2025-10-09T19:51Z 59.9K followers, 15K engagements


"Forget the Magnificent X. This is the Mag XX the real power core of the AI era. $NVDA prints the silicon. $MSFT deploys the cloud. $GOOGL runs the algorithms. $AMZN powers the data. $META owns the eyeballs. $AAPL controls the hardware. $TSLA is turning GPUs into robots. $AVGO sells the invisible chips behind it all. $AMD fuels the arms race. $PLTR weaponizes it for governments and defense. Together theyre not just companies theyre the infrastructure of intelligence. Every dollar of AI spend touches one of them. Call it what you want Mag XX Compute Cartel or Digital OPEC. Either way this is"  
[X Link](https://x.com/DividendTalks/status/1976642965851308427) [@DividendTalks](/creator/x/DividendTalks) 2025-10-10T13:36Z 60K followers, 127.1K engagements


"🚨 Washingtons New Gold Rush Is Quietly Underway: When the Trump administration started taking stakes in companies like $INTC $MP $LAC and $TMQ most investors ignored it. But heres the thing every time the U.S. government backs a critical mineral or chip supplier it creates the next wave of profit. And this chart shows where that money could flow next 👇 💥 Rare Earths The lifeblood of defense & EVs Watch $USAR $TMRC $UUUU $NB $TMC ⚡ Lithium The new oil Names like $ALB $SQM $SGML $ATLX $RIO $IONR are all in play 🧱 Copper & Graphite The building blocks of electrification Keep an eye on $FCX"  
[X Link](https://x.com/DividendTalks/status/1976982570173645184) [@DividendTalks](/creator/x/DividendTalks) 2025-10-11T12:05Z 60K followers, 284K engagements


"China just played its strongest card yet and almost nobodys talking about it. While headlines focused on tariffs and tech bans Beijing tightened export controls on seven critical rare earth metals elements that the U.S. has zero refining capacity for. Look at the chart below. Every bar in yellow Thats China. Over XX% of the worlds refined supply of elements like Samarium Gadolinium Terbium and Dysprosium comes from there. These metals arent niche theyre the backbone of modern tech: - EV motors think $TSLA $RIVN $LCID - Wind turbines $GE $VWSYF - Fighter jets and missile systems $LMT $RTX -"  
[X Link](https://x.com/DividendTalks/status/1977456051810168984) [@DividendTalks](/creator/x/DividendTalks) 2025-10-12T19:27Z 60K followers, 14.6K engagements


"The AI boom just triggered an energy war. This chart says it all by 2030 U.S. data centers will eat XXX TWh of electricity 4x more than 2023. Every ChatGPT query every AI model every cloud run powered by $NVDA and $AMD chips burns through insane amounts of energy. Big Tech knows it. Thats why $MSFT $GOOGL $AMZN and $META are quietly locking in long-term energy deals building entire cities of servers that never sleep. But heres the twist China just hit back. Theyve tightened export controls on rare earth metals the stuff that makes AI hardware and green energy possible. Magnets semiconductors"  
[X Link](https://x.com/DividendTalks/status/1978034503151981048) [@DividendTalks](/creator/x/DividendTalks) 2025-10-14T09:45Z 60K followers, 22.6K engagements


"$AMZN is now trading at a decade-low and nobodys talking about it"  
[X Link](https://x.com/DividendTalks/status/1978059412901147050) [@DividendTalks](/creator/x/DividendTalks) 2025-10-14T11:24Z 60K followers, 304.2K engagements


"Every crash hides a setup. Back in April reciprocal tariffs tanked the market. The usual suspects $ORCL $NVDA $TSLA $AAPL $MSFT $GOOG all bled red. But when the policy flipped Those same names exploded. $ORCL +140% $AVGO +122% $TSM +113% $NVDA +100% $TSLA +96% Same fear same stocks different side of the cycle. History doesnt repeat but October loves a reset. When the crowd panics the real players start shopping"  
[X Link](https://x.com/DividendTalks/status/1978125941772591124) [@DividendTalks](/creator/x/DividendTalks) 2025-10-14T15:49Z 60K followers, 29.3K engagements


"🚨 Morgan Stanley just dropped a list of XX National Security stocks and its basically a cheat sheet for the next decade of U.S. industrial dominance. This isnt your typical watchlist its a whos who of the companies the U.S. needs to stay ahead in energy defense and AI supply chains. Lets break it down 👇 ⚛ Nuclear Energy & Uranium: The U.S. wants energy independence and that means uranium. Names like $UUUU $LEU $CCJ and $NXE are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone. 🔋 Batteries & Energy Storage:"  
[X Link](https://x.com/DividendTalks/status/1978477992536940895) [@DividendTalks](/creator/x/DividendTalks) 2025-10-15T15:08Z 60K followers, 848.7K engagements


"Best Dividend Stocks to BUY (over XX% Upside)"  
[X Link](https://x.com/DividendTalks/status/1978487623002837143) [@DividendTalks](/creator/x/DividendTalks) 2025-10-15T15:46Z 60K followers, 4153 engagements


"$AMZN is now the most obvious buy in the market"  
[X Link](https://x.com/DividendTalks/status/1978502247353901152) [@DividendTalks](/creator/x/DividendTalks) 2025-10-15T16:44Z 60K followers, 124.1K engagements


"OpenAIs next big bet isnt just AI its energy. This chart is wild 👇 OpenAI plans to grow its energy capacity XXX by 2033 hitting XXX gigawatts more than the entire country of India uses today. To put that in perspective: - They started 2025 at just XXXX GW - Expect to end the year around X GW - And are targeting XXX GW by 2033 matching half of the United States total capacity. 💬 Sam Altman called it OpenAIs audacious long-term goal. And it makes sense training frontier models like GPT-6 and GPT-7 will require nation-scale power. 💡 The takeaway: AIs next constraint isnt chips its"  
[X Link](https://x.com/DividendTalks/status/1978862373076132043) [@DividendTalks](/creator/x/DividendTalks) 2025-10-16T16:35Z 59.9K followers, 7939 engagements


"The semiconductor industry quietly built the digital empire we live in. Over the past decade XX chipmakers have grown their EPS at 15%+ CAGR through trade wars pandemics chip shortages and AI revolutions. These arent just companies theyre the backbone of modern civilization: ⚙ NVIDIA powering AI dreams ⚙ TSMC fabricating the future ⚙ ASML printing the impossible ⚙ Broadcom Lam Texas Instruments fueling everything from iPhones to data centers While hype comes and goes semiconductors compound quietly in the background. The next trillion-dollar winner is likely somewhere in this circle"  
[X Link](https://x.com/DividendTalks/status/1979132528624652789) [@DividendTalks](/creator/x/DividendTalks) 2025-10-17T10:28Z 60K followers, 19.4K engagements


"The Cloud Wars Are Heating Up and Oracle Just Shocked Everyone. While everyone talks about Amazon and Microsoft Oracle quietly became the fastest-growing cloud giant posting XX% YoY growth blowing past Azure (+37%) Google Cloud (+29%) and AWS (+18%). For years Oracle was written off as too old-school. Now its cloud division is outpacing everyone. - AWS still dominates in revenue ($32B) - Azure is strong at $23B - But Oracles momentum is unmatched. The underdog is finally catching up and in the next AI wave speed of growth may matter more than size"  
[X Link](https://x.com/DividendTalks/status/1979248055661814062) [@DividendTalks](/creator/x/DividendTalks) 2025-10-17T18:08Z 60K followers, 5706 engagements


"Everyone talks about NVIDIAs GPUs. But few realize the power grid behind the AI revolution. To run AI factories NVIDIA built an 800V DC Alliance a network of power and silicon partners turning electricity into intelligence ⚡💻 🏭 Data Center Power System Providers: Eaton Siemens GE Vertiv keeping AI servers alive. ⚙ Power System Component Providers: Flex GE converting raw energy into stable compute. 💡 Silicon Providers: Analog Devices MPS STMicro Infineon Texas Instruments the unsung heroes making every watt count. NVIDIA isnt just building chips. Its building the infrastructure for the age"  
[X Link](https://x.com/DividendTalks/status/1979504608587182265) [@DividendTalks](/creator/x/DividendTalks) 2025-10-18T11:07Z 60K followers, 32.9K engagements


"In 1999 Salesforce started in a small San Francisco apartment with a wild idea: Software should be delivered over the internet. XX years later its a $XX billion-a-year cloud empire that reshaped enterprise software forever. Key moments: ⚙ 2004 IPO at $1.1B valuation ⚡ 2005 AppExchange launches (the App Store before Apples) 💡 2013 ExactTarget acquired for $2.6B Marketing Cloud 🌐 2016 Demandware for $2.8B Commerce Cloud 🔗 2018 Mulesoft for $6.4B Integration layer 📊 2019 Tableau for $14.8B Analytics muscle 💬 2021 Slack for $27.7B Collaboration platform 🤖 2024 Agentforce launches AI-first"  
[X Link](https://x.com/DividendTalks/status/1979554425564717373) [@DividendTalks](/creator/x/DividendTalks) 2025-10-18T14:25Z 60K followers, 12.9K engagements


"Mag X Forward P/E: $GOOGL 25x $META 26x $NVDA 30x $AMZN 32x $MSFT 33x $AAPL 34x $TSLA 257x Are you buying at these levels"  
[X Link](https://x.com/DividendTalks/status/1979622020611772874) [@DividendTalks](/creator/x/DividendTalks) 2025-10-18T18:54Z 60K followers, 352.7K engagements


"Who Really Powers TSMC Everyone talks about $TSM but few realize how deep its supply chain runs. As AI supercharges chip demand TSMCs suppliers could quietly be the biggest winners of this decade. Heres who stands to benefit most: 🧠 $ASML XX% (the king of lithography) ⚙ $AMAT XX% 🔬 $TOELY (Tokyo Electron) XXX% 🧪 $LRCX (Lam Research) XXX% 🔍 $KLAC (KLA Corp) XXX% 🧫 $4063.JP (Shin-Etsu Chemical) XXX% 🧱 $5201.JP (AGC Inc) XXX% As TSMC ramps up AI chip production these suppliers arent just partners theyre the picks and shovels of the semiconductor gold rush"  
[X Link](https://x.com/DividendTalks/status/1979669786674999486) [@DividendTalks](/creator/x/DividendTalks) 2025-10-18T22:03Z 60K followers, 25.4K engagements


"Stocks Near XX Week Lows: Costco $COST - $XXX MSCI $MSCI - $XXX S&P Global $SPGI - $XXX Ferrari $RACE - $XXX Adobe $ADBE - $XXX Duolingo $DUOL - $XXX Automatic Data Processing $ADP - $XXX Essex Property Trust $ESS - $XXX Air Products & Chemicals $APD - $XXX Accenture $ACN - $XXX Salesforce $CRM - $XXX T-Mobile US $TMUS - $XXX Waste Management $WM - $XXX Molina Healthcare $MOH - $XXX Waste Connections $WCN - $XXX Lululemon $LULU - $XXX Procter & Gamble $PG - $XXX Zoetis $ZTS - $XXX Constellation Brands $STZ - $XXX Old Dominion $ODFL - $XXX Kimberly-Clark $KMB - $XXX Deckers $DECK - $XXX Diageo"  
[X Link](https://x.com/DividendTalks/status/1979870117824545177) [@DividendTalks](/creator/x/DividendTalks) 2025-10-19T11:19Z 60K followers, 55.3K engagements


"The American Chip War Is Exploding and $NVDA Is the King 👑 Five years ago no one imagined a chipmaker could be worth more than Apple. Yet here we are $NVDA now sits at a mind-bending $XXX TRILLION. But heres the twist while everyones watching NVIDIA other U.S. chip giants are quietly building empires of their own: $AVGO up +50% YTD the quiet infrastructure beast behind AIs boom. $AMD up +93% the comeback story chasing data-center dominance. $MU up +140% memory chips finally getting their revenge arc. $LRCX $AMAT $KLAC the picks and shovels of the AI gold rush. The U.S. chip industry isnt"  
[X Link](https://x.com/DividendTalks/status/1979949754692915234) [@DividendTalks](/creator/x/DividendTalks) 2025-10-19T16:36Z 60K followers, 5918 engagements


"Fed Rate Cuts Are Coming and History Says the Mag X Could Go Parabolic Again. Every investor is watching the Fed right now but heres what most forget: The last time rates fell (2019) the Mag X didnt just rise they exploded. Just look at this 👇 - $TSLA up XXX% in the year after cuts - $NVDA +152% - $AAPL +101% - $MSFT $AMZN $META $GOOGL all soared double or triple digits History doesnt repeat perfectly but if it even rhymes this could be the setup of the decade. Would you bet on another 5x run from the Mag 7"  
[X Link](https://x.com/DividendTalks/status/1980217649201082423) [@DividendTalks](/creator/x/DividendTalks) 2025-10-20T10:20Z 60K followers, 7864 engagements


"🚨 Are We in Another Tech Bubble or Just Living Through an AI Revolution 🤔 Goldman Sachs just dropped a wild chart comparing the biggest tech stocks from the 1999 bubble vs todays AI giants. Back then the hot names were $CSCO $INTC $LU $TWX and $ORCL trading at eye-watering valuations (median P/E 41x). Today The new leaders $NVDA $MSFT $AAPL $AMZN $GOOGL $META $AVGO $TSLA sit at a lower median P/E of 31x despite dominating global profits. Heres the kicker: - In 1999 valuations ran ahead of earnings. - In 2025 earnings are racing ahead of valuations thanks to AI cloud and data. So is this"  
[X Link](https://x.com/DividendTalks/status/1980257634998763703) [@DividendTalks](/creator/x/DividendTalks) 2025-10-20T12:59Z 60K followers, 7337 engagements


"$AMZN touches nearly every part of your daily life: - Cloud: AWS - Media: Prime Twitch Audible - Retail: Whole Foods Amazon Go - Devices: Alexa Ring - Data: Ads + AI And people are still bearish 😂 This isnt e-commerce - its an ecosystem"  
[X Link](https://x.com/DividendTalks/status/1980349252833628379) [@DividendTalks](/creator/x/DividendTalks) 2025-10-20T19:03Z 60K followers, 39.4K engagements