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[@accrued_int](/creator/twitter/accrued_int)
"In the past I stayed away from music label stocks $WMG $UMG because the bull case never made sense Audio 🎧 having a higher share % people's media habits but lower share of revenue WILL NOT change. Video always monetizes best📺. Audio and print will be behind. There's no convergence 🤷"  
[X Link](https://x.com/accrued_int/status/1960012740723876351) [@accrued_int](/creator/x/accrued_int) 2025-08-25T16:13Z 2481 followers, XXX engagements


"This from @Digiday was an interesting look at how $TTD The Trade Desk is now more accommodating to publishers in light of competition from $AMZN and others. No position in the stock - just doing reading snice it's down -XX% YTD"  
[X Link](https://x.com/accrued_int/status/1967634586759991712) [@accrued_int](/creator/x/accrued_int) 2025-09-15T17:00Z 2481 followers, 5478 engagements


"@Dylandoubledown @Digiday thanks for putting $KVYO on my radar - @Dylandoubledown I heard of them during the IPO X years ago haven't followed since. Just added it to my watchlist - thank u Will follow-up if it looks interesting. Honestly I have no thoughts right now haha"  
[X Link](https://x.com/accrued_int/status/1967645127482151416) [@accrued_int](/creator/x/accrued_int) 2025-09-15T17:42Z 2481 followers, 1204 engagements


"Anyone following $KVYO for a while Added to my watchlist will read the 10K later. Trades a bit expensive (not a deal killer haha I own $APP lol just an fyi) - I posted the @theTIKR multiples here looks like 30x P/E on 2027 earnings. Stock flat for 2025 mostly.hmm is the growth worth the premium 🤔🤔🤔"  
[X Link](https://x.com/accrued_int/status/1967646118348468414) [@accrued_int](/creator/x/accrued_int) 2025-09-15T17:46Z 2481 followers, XXX engagements


"Paramount's David Ellison:'I run the company.' .Ummm.sure whatever you say my guy 🤷♂🤣 $PSKY $WBD"  
[X Link](https://x.com/accrued_int/status/1978863740834414804) [@accrued_int](/creator/x/accrued_int) 2025-10-16T16:40Z 2481 followers, 1490 engagements


"Sooo no position in $NMAX but suffice to say a TV network 📺 adding Bitcoin to their balance sheet is not something a serious organization would do 🤣🤷♂. This network is subscale yes but this hail mary move does nothing to improve the intrinsic value of the business. This is pandering to retail investors as well as an admission that they don't have any better ideas on how to get the stock price up besides engaging in shenanigans 🤑 $FOXA is a real business if you want to invest in a similar entity with better economics"  
[X Link](https://x.com/accrued_int/status/1978919836861288644) [@accrued_int](/creator/x/accrued_int) 2025-10-16T20:23Z 2481 followers, 1263 engagements


"We keep seeing that #Tubi is a real player in the streaming game and $FOXA has a real 💎on their hands as they own XXX% of it. Fox smartly is using it's #NFL games to help grow the @Tubi audience without buying more sports rights. @Tubi still underrated imo"  
[X Link](https://x.com/accrued_int/status/1973115638676680833) [@accrued_int](/creator/x/accrued_int) 2025-09-30T20:00Z 2477 followers, 1459 engagements


"Appears $CCL results have been good because they had some untapped pricing power. Now Carnival is leaning into advertising to expand its customer base. I admit I was surprised to learn that $CCL had under-spent on marketing in the past. This is a welcome benefit but I dont know how sustainable marketing-led growth will be in 2-3 years. Anyone very long here The company has historically underinvested in advertising compared with its competitors and has a chance to sharpen its brand and strengthen its pricing power with more spending J.P. Morgan analysts said in an equity research note this"  
[X Link](https://x.com/accrued_int/status/1975335262688329769) [@accrued_int](/creator/x/accrued_int) 2025-10-06T23:00Z 2477 followers, XXX engagements


"I cut a X min video summarizing why you should buy the $APP selloff. The SEC is looking into old and debunked allegations about AppLovin's data collection practices. Yet major ad partners like $GOOG $AAPL $META and $AMZN have not taken action against AppLovin and the company continues to attract new advertisers. AppLovin has debunked these short-seller claims already in Q1/Q2. You should stay long into 2026 given their eCommerce expansion. If you find this content helpful subscribe to Accrued Interest for more TMT stock analysis (link in bio 🔗)"  
[X Link](https://x.com/accrued_int/status/1975692006618812592) [@accrued_int](/creator/x/accrued_int) 2025-10-07T22:37Z 2477 followers, 10.7K engagements


"@Wiseman_Cap A lot more all-time highs to come for $GOOGL 💸💸"  
[X Link](https://x.com/accrued_int/status/1978824698323464429) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:05Z 2477 followers, XXX engagements


"I definitely regret selling $TSM during the tariff meltdown earlier in the spring. I will certainly be buying it back and never selling it ever again 🤣. This stock should be in the S&P XXX but can't be added but it's crazy not to have exposure to a generational name"  
[X Link](https://x.com/accrued_int/status/1978833387637924330) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:40Z 2475 followers, 1023 engagements


"@BourbonCap These are the type of KPIs and metrics that will help investors feel comfortable giving $GOOGL a higher earnings multiple. Google is still only trading at like 21x 2027 earnings a big discount to $META that I'm not sure is warranted not to that extent"  
[X Link](https://x.com/accrued_int/status/1978836275294507397) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:51Z 2477 followers, XXX engagements


"Data points such as these- that show Gemini AI rapidly gaining adoption and growing market share - are the types of developments that will give investors comfort paying a higher earnings multiple for $GOOGL. To get above $XXX a share Google's earnings multiple is going to have to expand and I think it ultimately will. H/t @Similarweb"  
[X Link](https://x.com/accrued_int/status/1978850295284392152) [@accrued_int](/creator/x/accrued_int) 2025-10-16T15:47Z 2477 followers, XXX engagements


"@TheTranscript_ I regret selling my position $TSM early this spring during the #tariff turmoil. TSMC has one of the simplest cleanest long fundamental growth stories out there. I will not make the mistake selling the stock again 🤣🤑"  
[X Link](https://x.com/accrued_int/status/1978859258541121812) [@accrued_int](/creator/x/accrued_int) 2025-10-16T16:23Z 2477 followers, XXX engagements


"A great follow on all things $APP is @FundaBottom - see the below: "The real ramp-up is expected at the end of the month." This is with regards to the growth in AppLovin's e-commerce clients with the opening up of @AxonAdsManager to new customers and geographies. Ignore the noise - stay focused on the upward trajectory"  
[X Link](https://x.com/accrued_int/status/1978890044518928475) [@accrued_int](/creator/x/accrued_int) 2025-10-16T18:25Z 2477 followers, 4642 engagements


"@plantmath1 I agree that this event and frankly a lot of the @GeminiApp product releases over the last 2-3 months have given the market renewed clarity that $GOOGL has what it takes to leapfrog @OpenAI - yes @plantmath1. Google is getting multiple expansion (but still deserves more imo)"  
[X Link](https://x.com/accrued_int/status/1979201350819873130) [@accrued_int](/creator/x/accrued_int) 2025-10-17T15:02Z 2477 followers, XXX engagements


"@StockMKTNewz wowwww so Formula X is taking a bag of money 💰bigger than anyone else would give them to go disappear on $AAPL TV 📺and give up upside on their audience. I understand the tradeoff but don't think it was a wise one.MLS did a similar deal and it did not grow the sport $FWONA"  
[X Link](https://x.com/accrued_int/status/1979204175977226350) [@accrued_int](/creator/x/accrued_int) 2025-10-17T15:13Z 2476 followers, XXX engagements


"Thanks for highlighting these quotes @KoyfinCharts - He's 💯correct - somehow $GOOGL is still trading at a discounted valuation compared to other tech companies with not as strong an operational / financial profile. I'm looking to add to $GOOG ahead of Q3 - I think this could really outperform in 2026 as we get more multiple expansion"  
[X Link](https://x.com/accrued_int/status/1979228341153525855) [@accrued_int](/creator/x/accrued_int) 2025-10-17T16:49Z 2480 followers, 1112 engagements


"I wish I was more current on $CACC when I see headlines like this about auto loans 🚗h/t Bloomberg: "Car loans have gone from the safest consumer credit products to among the riskiest over the last XX years as delinquencies rose". The stock Credit Acceptance Corporation is optically cheap but I take pause until I understand the industry better - the stock has hair on it 🤔Anyone decide to go long here Just curious"  
[X Link](https://x.com/accrued_int/status/1979226695740600361) [@accrued_int](/creator/x/accrued_int) 2025-10-17T16:43Z 2481 followers, XXX engagements


"Happy Friday 🤑 here is my current watch list of stocks I'm thinking about adding as we head into Q3 earning season.What are you guys like $ADBE $GOOGL $META $NTDOY $NVDA $UBER I think these can all outperform the #SPX500 in 2026 because I think they are inexpensive on 2027 earnings but still digging 📚"  
[X Link](https://x.com/accrued_int/status/1979183236531024215) [@accrued_int](/creator/x/accrued_int) 2025-10-17T13:50Z 2481 followers, XXX engagements


"Happy Friday 🤑It's Q3 earnings season so I did a X min video on my X favorite stocks I've added to my 2026 watchlist. $ADBE is cheap and left for 💀 but I think could re-rate in 2027 if 2026 earnings hold up. $GOOGL has upside with antitrust fears behind us. $META trades at Google's multiple with acceleration in impression growth in Q2. And both $NVDA and $UBER have earnings tailwinds. What stocks you are adding to your watchlist Accrued Interest link in bio 🔗"  
[X Link](https://x.com/accrued_int/status/1979291018580123751) [@accrued_int](/creator/x/accrued_int) 2025-10-17T20:58Z 2481 followers, XXX engagements