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[@InvestingVisual](/creator/twitter/InvestingVisual)
"$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders. Which one would you rather own"  
[X Link](https://x.com/InvestingVisual/status/1975931437581762992) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T14:29Z 88.9K followers, 18.3K engagements


"$NBIS: a long-term view beyond AI infrastructure covering: Co-Founder Roman Chernins vision AI infrastructure as a funding machine What they are truly building for What customers say (5 min read) 📜👇 In a recent interview Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business. He sees $NBIS as a combination of two businesses: Data centers: large mostly bare-metal deployments Cloud & AI software stack Right now all the attention goes to the AI infrastructure build-out with billions flowing into it. AI demand is still outpacing supply by a wide"  
[X Link](https://x.com/InvestingVisual/status/1977027255650984020) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-11T15:03Z 88.9K followers, 36.1K engagements


"@meeijer I can see why Whats the main reason for you to consider a position"  
[X Link](https://x.com/InvestingVisual/status/1974725913112895893) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T06:38Z 88.8K followers, XXX engagements


"Which Mag X did you buy recently"  
[X Link](https://x.com/InvestingVisual/status/1909673351351878126) [@InvestingVisual](/creator/x/InvestingVisual) 2025-04-08T18:23Z 88.8K followers, 35.5K engagements


"$AMD visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Final thoughts: $AMD vs $NVDA Let's dive in 🧵👇"  
[X Link](https://x.com/InvestingVisual/status/1962519177425474009) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-01T14:13Z 88.8K followers, 185.7K engagements


"In my opinion $RBRK is the best SaaS play right now: 🔹 Founder-led 🔹 No debt 🔹 Operating leverage kicking in 🔹 Revenue growth of XX% 🔹 Trading at half the valuation of peers And to top it off: 6x Gartner Magic Quadrant leader in Backup & Data Protection"  
[X Link](https://x.com/InvestingVisual/status/1970843161518817442) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-24T13:30Z 88.8K followers, 69.7K engagements


"How $AMZN makes money💸"  
[X Link](https://x.com/InvestingVisual/status/1974429290423898531) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-04T11:00Z 88.8K followers, 66.3K engagements


"Tech moat tier list: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON All build to last and near-impenetrable"  
[X Link](https://x.com/InvestingVisual/status/1974908697592967547) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T18:45Z 88.8K followers, 48.9K engagements


"How $PLTR makes money: U.S. government $426M (+53%) U.S. commercial $XXX (+92%) International $XXX (+13%) Total revenue: $1Bln in Q2 💸"  
[X Link](https://x.com/InvestingVisual/status/1976279228640526612) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T13:31Z 88.8K followers, 31.3K engagements


"All eyes on $ASML Q3 tomorrow the first major semi business to report earnings Est. Revenue: $7.74B (+3.6%) Est. Earnings per share: $XXXX (+1.8%)"  
[X Link](https://x.com/InvestingVisual/status/1978103500358738395) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-14T14:20Z 88.9K followers, 37.2K engagements


"@realroseceline Great suggestion Rose The reason I did not include $SE is mainly due to aesthetic reasons: the visual gets quite cluttered if I add a third company (tried that in the past)"  
[X Link](https://x.com/InvestingVisual/status/1979539640572137474) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:26Z 88.9K followers, XXX engagements


"$ASML vs $TSM side by side after both posted strong Q3 earnings. Key take-away: AI is still in full swing"  
[X Link](https://x.com/InvestingVisual/status/1979874418076823789) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-19T11:37Z 88.9K followers, 13.1K engagements


"Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇"  
[X Link](https://x.com/InvestingVisual/status/1827295685928013843) [@InvestingVisual](/creator/x/InvestingVisual) 2024-08-24T10:43Z 88.9K followers, 292.5K engagements


"Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space leading the charge in creative and digital solutions. Heres a quick snapshot of the company👇🔍"  
[X Link](https://x.com/InvestingVisual/status/1837847512004100265) [@InvestingVisual](/creator/x/InvestingVisual) 2024-09-22T13:32Z 88.9K followers, 22.5K engagements


"At $100K youre already XX% of the way to $X million. The power of compounding"  
[X Link](https://x.com/InvestingVisual/status/1943707354710835406) [@InvestingVisual](/creator/x/InvestingVisual) 2025-07-11T16:22Z 88.9K followers, 31.1K engagements


"Which AI tech stock do you think is the best buy right now Chip design $NVDA $XXX $AMD $XXX $AVGO $XXX Components $TSM $XXX $SMCI $XX Manufacturers $TSM $XXX $AVGO $XXX Power $SU $XX $CEG $XXX Equipment $ASML $XXX $AMAT $185"  
[X Link](https://x.com/InvestingVisual/status/1954192770001740042) [@InvestingVisual](/creator/x/InvestingVisual) 2025-08-09T14:47Z 88.9K followers, 396.9K engagements


"10 of my favorite founder led businesses: $NVDA $TSLA $META $AXON $NBIS $TEM $NET $CRWD $DUOL $ADYEY Which would you add to the list"  
[X Link](https://x.com/InvestingVisual/status/1963595406392397874) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-04T13:30Z 88.9K followers, 29.7K engagements


"$TSM vs $ASML: probably the most important businesses on earth right now. There are no AI chips without either of them. Which do you personally prefer"  
[X Link](https://x.com/InvestingVisual/status/1964380577123258802) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-06T17:30Z 88.9K followers, 125.5K engagements


"AI stocks are absolutely on fire 🔥 Top 3: X - $NBIS +210% X - $IREN +209% X - $CRWV +196% Whos your favorite"  
[X Link](https://x.com/InvestingVisual/status/1965808773379031545) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-10T16:05Z 88.9K followers, 164.8K engagements


"The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029 according to Gartner. Top X high-growth names: X - $RBRK X - $CYBR X - $CRWD Ill soon cover $RBRK in more detail a very underappreciated name in the space IMO"  
[X Link](https://x.com/InvestingVisual/status/1967185558788030735) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-14T11:16Z 88.9K followers, 87.1K engagements


"$10000 invested in $NVDA XX years ago would be worth a staggering $XX MILLION today. Which stock do you think has that kind of potential now"  
[X Link](https://x.com/InvestingVisual/status/1968389495692443656) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-17T19:00Z 88.9K followers, 363.1K engagements


"The FinTech market is estimated to grow XX% annually and reach $309B by 2028 according to McKinsey. Top X high-growth names: X - $HOOD X - $COIN X - $AFRM Who's your favorite"  
[X Link](https://x.com/InvestingVisual/status/1968763204349448472) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-18T19:45Z 88.9K followers, 48.2K engagements


"Would you rather buy. $AMD at $XXX $NVDA at $XXX $HOOD at $XXX $SOFI at $XX $HIMS at $XX $NVO at $XXX $DUOL at $XXX $DLO at $XX $TTD at $XX $CRWV at $XXX Or $NBIS at $96"  
[X Link](https://x.com/InvestingVisual/status/1969114270244774061) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-19T19:00Z 88.9K followers, 143.8K engagements


"If you're looking for AI-themed investment idea this overview by Morgan Stanley is a great place to start. My personal favorites: $PLTR $NOW $NET Names I would add on the software side: $TEM $AXON $RBRK"  
[X Link](https://x.com/InvestingVisual/status/1972653336840294448) [@InvestingVisual](/creator/x/InvestingVisual) 2025-09-29T13:23Z 88.9K followers, 42.3K engagements


"September Portfolio Recap 🌟 I shared the full recap and plan for October in the Savvy community today (link in bio). Highlights: Portfolio +50.7% YTD and +16.8% in September Closed a long-term multibagger New position: a high quality software name Trimmed X positions Added to X position with great risk/reward Community highlights: Tech talk: is AI hype or megatrend (my view from working in the industry) Market thoughts: a ball game 30+ position related updates and thoughts If you'd like to see my real-time moves thoughts on tech research notes full portfolio and more consider joining our"  
[X Link](https://x.com/InvestingVisual/status/1973823060701573589) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-02T18:51Z 88.9K followers, 35.5K engagements


"AI stocks are blazing this year 🔥 Top 3: $IREN +349% $NBIS +312% $CRWV +245% Which do you thing will perform best in 2025"  
[X Link](https://x.com/InvestingVisual/status/1974102133378330630) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-03T13:20Z 88.9K followers, 145K engagements


"@SoJustFollowMe I can see $AMZN doing so but Im very much questioning $AAPL lately. Mediocre innovation and completely missing AI so far. Im getting quite some stalwart vibes with $AAP honestly"  
[X Link](https://x.com/InvestingVisual/status/1974844672842334324) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T14:30Z 88.9K followers, 1321 engagements


"If you're looking for a high quality cybersecurity name definitely check out $RBRK: 🔹 Founder-led 🔹 Revenue growth of XX% 🔹 Turned free cash flow positive 🔹 Trading at half the valuation of peers 🔹 6x Gartner Magic Quadrant leader in Backup & Data Protection. Currently working on a deep dive"  
[X Link](https://x.com/InvestingVisual/status/1974894856494567448) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-05T17:50Z 88.9K followers, 58.9K engagements


"Follow-up: Diversification & risk reduction Theres a lot of nuance around diversification and risk that the visual I shared earlier didnt fully capture. As a result it was a bit oversimplified. Time to dive into the details and paint a more balanced nuanced picture 👇 (7 min. read) X - What is risk First things first. When talking about risk in the stock market most people think about the chance of losing money. But risk isnt one thing its a mix of different forces that move prices. At the highest level there are two main types: Systemic (market) risk: the broad forces that affect nearly"  
[X Link](https://x.com/InvestingVisual/status/1975900473291895291) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T12:25Z 88.9K followers, 30.1K engagements


"@meeijer Hard call right I slightly prefer $SPOT as well but Im biased as someone who uses $SPOT daily 👀"  
[X Link](https://x.com/InvestingVisual/status/1975980038156845321) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T17:42Z 88.9K followers, XXX engagements


"@SoJustFollowMe . . . . . Why"  
[X Link](https://x.com/InvestingVisual/status/1975984831369707556) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T18:01Z 88.9K followers, XXX engagements


"$AMD is now up +100% since this post. Stock prices always catch up to fundamentals. Congrats shareholders 🤝"  
[X Link](https://x.com/InvestingVisual/status/1975988113790124239) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T18:14Z 88.9K followers, 48.5K engagements


"If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs up XXX% over the past X years"  
[X Link](https://x.com/InvestingVisual/status/1976009450998906987) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-08T19:39Z 88.9K followers, 49.1K engagements


"How $AMD makes money: Data center: $3.2B (+14%) Client (processors): $XXX% (87%) Gaming: $1B (+35%) Embedded (specialized chips): $-4%) Total revenue in Q2: $7.6B (+32%)"  
[X Link](https://x.com/InvestingVisual/status/1976283003706806407) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T13:46Z 88.9K followers, 35.5K engagements


"$SPY top XX holdings account for XX% of the total index right now. Top 3: $NVDA: XXX% $MSFT: X% $AAP: 6%"  
[X Link](https://x.com/InvestingVisual/status/1976357494298464705) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-09T18:42Z 88.9K followers, 22.7K engagements


"Global semi sales are projected to hit $700B in 2025. These are the fastest growing names. Top 3: $NVDA XX% $MU +40% $MRVL +30%"  
[X Link](https://x.com/InvestingVisual/status/1976638849280356606) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-10T13:20Z 88.9K followers, 37.1K engagements


"Key players in the AI industry every investor should know: AI foundation: $ASML $TSM $AMAT AI Chips: $NVDA $AMD $AVGO AI infrastructure: $NBIS $CRWV $ALAB"  
[X Link](https://x.com/InvestingVisual/status/1976709313860427982) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-10T18:00Z 88.9K followers, 26.6K engagements


"Happy Friday everyone 🥂"  
[X Link](https://x.com/InvestingVisual/status/1976728252384518415) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-10T19:15Z 88.9K followers, 19.2K engagements


"Gentle reminder:"  
[X Link](https://x.com/InvestingVisual/status/1977088804982067213) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-11T19:07Z 88.9K followers, 29.8K engagements


"How would you split $100000 between $NVDA and $AMD"  
[X Link](https://x.com/InvestingVisual/status/1977410954079150469) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-12T16:28Z 88.9K followers, 181.5K engagements


"Q3 earnings season is finally about to kick off Notable names this week: Tuesday: $BLK $GS $C $WFC $JNJ $DPZ Wednesday: $AMSL $BAC $MS Thursday: $TSM $IBKR Friday: $AXP"  
[X Link](https://x.com/InvestingVisual/status/1977747403248988341) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T14:45Z 88.9K followers, 16K engagements


"Rare earth metal stocks are going parabolic - but most don't generate any revenue. Tread carefully. These are highly speculative plays"  
[X Link](https://x.com/InvestingVisual/status/1977766528927043589) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T16:01Z 88.9K followers, 90.1K engagements


"Both $ASML and $TSM report earnings this week. Their outlooks will be especially important to see how AI demand is evolving"  
[X Link](https://x.com/InvestingVisual/status/1977805032499413477) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-13T18:34Z 88.9K followers, 49.2K engagements


"JUST IN🚨 $AMD & $ORCL announce agreement for 50000 GPUs deal for its Oracle Cloud Infrastructure. Like the OpenAI deal AMD will provide Oracle with its future MI450 AI chip in the second half of 2026. The deal further increases $AMD presence in the AI space"  
[X Link](https://x.com/InvestingVisual/status/1978076242629820812) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-14T12:31Z 88.9K followers, 29.7K engagements


"$ASML Q3 earnings 🚨 Net bookings: 5.4B vs Est. 5.2B Rev: 7.5B vs Est. 7.65B Gross Margin: XXXX% vs Est. XXXX% Q4 outlook Rev: 9.2-9.8B vs Est. 9.3B Gross Margin: 51-53% vs Est. 51%"  
[X Link](https://x.com/InvestingVisual/status/1978328757485154811) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T05:15Z 88.9K followers, 40.5K engagements


"$ASML Q3 visualized & highlights: Net bookings: 5.4B (Est. 5.2B) Revenue 7.5B (Est. 7.65B) Gross Margin: XXXX% (Est. 51.3%) Outlook Q4: revenue 9.2-9.8B (Est. 9.3B) 2026 reiterated as growth year Warns of sharp China slowdown"  
[X Link](https://x.com/InvestingVisual/status/1978494602270159210) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T16:14Z 88.9K followers, 12.3K engagements


"Something I learned the hard way: position sizing matters. A lot. In the past I would: Do extensive research Build conviction Just to start a X% position These days I size my positions according to my conviction. It made a huge difference in my returns"  
[X Link](https://x.com/InvestingVisual/status/1978528801542770777) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-15T18:30Z 88.9K followers, 14.5K engagements


"$TSM Q3 earnings 🚨 🟢 Revenue $32.27B (Est. $31.61B) 🟢 Earnings per share: $XXXX (Est. $2.63) Q4 outlook: 🟢 Revenue: $32.2B$33.4B (Est. $32.0B) 🟢 Gross Margin: 5961% "AI-related demand continues to be very strong""  
[X Link](https://x.com/InvestingVisual/status/1978706871197311351) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-16T06:17Z 88.9K followers, 47.3K engagements


"Just shared the $ASML Q3 one-pager breakdown with subscribers. From now on all business breakdowns will be sub-exclusive. They take a lot of time to make and I want to give paying subs more value. Consider joining if you find these breakdowns helpful Up next: $TSM"  
[X Link](https://x.com/InvestingVisual/status/1978878057478774858) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-16T17:37Z 88.9K followers, 10.9K engagements


"The stock market this week"  
[X Link](https://x.com/InvestingVisual/status/1979128897284235770) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T10:14Z 88.9K followers, 17.2K engagements


"Some big names reporting earnings next week Tuesday: $NFLX $KO $ISRG Wednesday: $TSLA $SAP $T Thursday: $INTC"  
[X Link](https://x.com/InvestingVisual/status/1979161254682849455) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T12:23Z 88.9K followers, 22.7K engagements


"$AMZN vs $MELI: two of the most underappreciated businesses right now if you ask me. Which do you like most Poll in comments 🗳"  
[X Link](https://x.com/InvestingVisual/status/1979177711097577670) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:28Z 88.9K followers, 29.9K engagements


"Do you prefer $AMZN or $MELI"  
[X Link](https://x.com/InvestingVisual/status/1979177716290097505) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:28Z 88.9K followers, 41.7K engagements


"@SoJustFollowMe Youre the biggest $AMZN bull I know👌"  
[X Link](https://x.com/InvestingVisual/status/1979183166536438242) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T13:50Z 88.9K followers, XXX engagements


"$TSM's Q3 one-pager breakdown was just shared with subscribers. Next week: $NFLX $TSLA and $INTC once their earnings are out. If you like seeing all key investment info in an easy-to-digest visual consider joining the subs group"  
[X Link](https://x.com/InvestingVisual/status/1979227612321874396) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-17T16:46Z 88.9K followers, 8013 engagements


"@danielisdizzy True but they also have to compete with strong competitors like $MSFT Azure and $GOOGL cloud which could pressure margins long-term"  
[X Link](https://x.com/InvestingVisual/status/1979540332988756152) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:29Z 88.9K followers, XXX engagements


"@CMCabrera_ Great question. Main reason is that $MELI wasnt optimized for EBITDA back in 2021. I only show the X year historical valuation if it really adds value which it didnt in this case"  
[X Link](https://x.com/InvestingVisual/status/1979541054799102074) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:32Z 88.9K followers, XXX engagements


"Weve got a winner: $AMZN Interestingly $MELI monthly active users outpaces $AMZN by a wide margin and is best-in-class across all major e-commerce players. H/T @wolfofharcourt for sharing this visual earlier today"  
[X Link](https://x.com/InvestingVisual/status/1979543068165693468) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T13:40Z 88.9K followers, 38.1K engagements


"Investing: expectation vs reality"  
[X Link](https://x.com/InvestingVisual/status/1979564376081260674) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T15:05Z 88.9K followers, 20.4K engagements


"10 high quality software stocks: Elite (60): $PLTR $FIG $VEEV $RBRK Very high (54 - 60): $MNDY $DDOG High (50 - 53): $PANW $NOW $ADBE $FROG"  
[X Link](https://x.com/InvestingVisual/status/1979616971705794964) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T18:34Z 88.9K followers, 26.3K engagements


"@cryptostonkk Didnt make the list they have a rule of XX right now (21% revenue growth + XX% FCF margin) 🤷♂"  
[X Link](https://x.com/InvestingVisual/status/1979639502479241465) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T20:03Z 88.9K followers, XXX engagements


"@investigato89 Thx Its based on the rule of XX which combines revenue growth with free cash flow margin. Showing high growth businesses scaling profitability"  
[X Link](https://x.com/InvestingVisual/status/1979639895972028549) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-18T20:05Z 88.9K followers, XXX engagements


"@Altotrade Fair though Ive primarily focused on pure play SaaS stocks. $HOOD is more a FinTech then SaaS"  
[X Link](https://x.com/InvestingVisual/status/1979889336071213119) [@InvestingVisual](/creator/x/InvestingVisual) 2025-10-19T12:36Z 88.9K followers, XX engagements