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[@ecomoatai](/creator/twitter/ecomoatai)
"Know the Moat 🏰: Constellation Energy Nuclear Power is quietly entering a new era and $CEG is at the center of it positioned as the energy backbone of the AI age. The moat is narrow but real: long-term contracts and policy momentum. And how $MSFT is related Lets dive in"  
[X Link](https://x.com/ecomoatai/status/1971196463578485187) [@ecomoatai](/creator/x/ecomoatai) 2025-09-25T12:53Z XXX followers, 6828 engagements


"@Mindset4Money_X I got my son X years ago $EA $SONY and Nintendo shares. Printed him a paper stating that he now owns some portions of the companies making the games he is playing. This sparked many good conversations and until today he has decent understanding of the market. Just an idea :-)"  
[X Link](https://x.com/ecomoatai/status/1979848510817358322) [@ecomoatai](/creator/x/ecomoatai) 2025-10-19T09:54Z XXX followers, XX engagements


"Know the Moat 🏰: Duke Energy $DUK One of the largest regulated utilities in the U.S. Duke serves 8M+ customers across the Southeast & Midwest. Its moat High switching costs regulatory licenses and efficient scale that make it hard to compete with"  
[X Link](https://x.com/ecomoatai/status/1972569737218703533) [@ecomoatai](/creator/x/ecomoatai) 2025-09-29T07:50Z XXX followers, XXX engagements


"@dannypostmaa Many concerns over how AI and specifically the new AI powered tools will affect $ADBE. Meanwhile revenue is growing nicely and Adobe forecasts that holiday season will cross $250B online rising XXX% YoY Overall I think the valuation prices the risks and also the growth"  
[X Link](https://x.com/ecomoatai/status/1980211125653516707) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T09:54Z XXX followers, XXX engagements


"@JMihaljevic While I hate these $ADBE practices they are not different from $CRM and others"  
[X Link](https://x.com/ecomoatai/status/1980211356784894074) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T09:55Z XXX followers, XXX engagements


"Know the Moat 🏰: Truist Financial $TFC Born from the BB&TSunTrust merger Truist is one of the largest regional banks in the U.S. The moat Moderate; built on scale distribution and stickiness. Lets break it down"  
[X Link](https://x.com/ecomoatai/status/1979653478860669055) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XXX engagements


"What works for $TFC - Strong Southeast U.S. footprint - Scale in lending and branch network - Conservative credit underwriting (low CRE exposure) - Digital banking + AI investments - XX% CET1 capital buffer"  
[X Link](https://x.com/ecomoatai/status/1979653485227659568) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XX engagements


"$PAYC Q2 doubling down on AI & automation. CEO Chad Richison: Voice-activated command-driven functionality is the future for all software and Paycoms future started last week. - AI-driven products: Beti GONE new IWant launched Q2 - Expanding globally and demonstrates moderate profitability with a ROIC of XXXX% and a ROE of XXXX% - Well-positioned for reinvestment and operational efficiency. - Moderate moat: high switching costs + network effects - Stock looks decently priced"  
[X Link](https://x.com/ecomoatai/status/1957749220447760413) [@ecomoatai](/creator/x/ecomoatai) 2025-08-19T10:19Z XXX followers, XXX engagements


"Know the Moat 🏰: The Trade Desk $TTD One of the few independent DSPs left standing and thriving. While ad giants like $GOOG and $AMZN dominate the walled gardens TTD is building for the open internet. Heres why its moat might be more durable than you think"  
[X Link](https://x.com/ecomoatai/status/1974851544375058516) [@ecomoatai](/creator/x/ecomoatai) 2025-10-05T14:57Z XXX followers, 1493 engagements


"Whats missing for $TFC - Weak fee income penetration - Poor merger synergy realization - No true tech/data advantage - No capital-light insurance biz (sold in 2024)"  
[X Link](https://x.com/ecomoatai/status/1979653489379918016) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XX engagements


"Buffett on why he prefers stocks over real estate: Real estate deals take forever. Every sentence gets negotiated. In stocks if the price is right its done in X seconds and it closes every time. Liquidity simplicity and opportunity thats why Buffett stays in the market"  
[X Link](https://x.com/ecomoatai/status/1980257309570785788) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T12:58Z XXX followers, XX engagements


"Top X trending tickers on EcoMoat in the last week with some recent updates I read earlier today: $MSFT - Expanded Dragon Copilot with new ambient nursing workflows to improve patient journeys and enhance healthcare providers' financial integrity. $ADBE - Forecasts that holiday season will cross $250B online rising XXX% YoY $NKE - Continues a strategic shift towards a 'sport offense' approach focusing on aligning brands by sport to drive growth (not sure about this one). $FTNT - Deals with a new class action lawsuit claiming it misled investors by failing to disclose that a firewall upgrade's"  
[X Link](https://x.com/ecomoatai/status/1979612738935529920) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T18:17Z XXX followers, XX engagements


"Post-merger $TFC has faced tough execution challenges since 2019: - $6B goodwill write-down -Missed efficiency targets -Lost market share in key states But the dust may finally be settling"  
[X Link](https://x.com/ecomoatai/status/1979653483117818141) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XX engagements


"Wheres $TFC's moat - Efficient scale in key geographies - Moderate switching costs from bundled services - Stickiness through retail wealth and middle-market commercial banking - Distribution through 2000+ branches esp. in fast-growing regions"  
[X Link](https://x.com/ecomoatai/status/1979653487312220657) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XX engagements


"Truist is targeting XX% ROTCE by 2027 (from XXXX% today). Strategic focus: - Digital tools + AI - XXX new branches in high-growth areas - Fee income growth from wealth mortgage and advisory services Truists moat isnt wide but its Okay. If the execution catches up to the potential and if AI/digital and branch expansion deliver $TFC could quietly become a long-term compounder. Still a work in progress"  
[X Link](https://x.com/ecomoatai/status/1979653492026561013) [@ecomoatai](/creator/x/ecomoatai) 2025-10-18T20:59Z XXX followers, XX engagements


"Know the Moat🏰: Applied Materials $AMAT Applied is the worlds largest supplier of semiconductor manufacturing equipment. From logic to memory deposition to etch theyre in nearly every fab. But is their position defensible Lets break it down"  
[X Link](https://x.com/ecomoatai/status/1980255671468659158) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T12:51Z XXX followers, XXX engagements


"This week is packed with major earnings. Watching: $NFLX - looking at subscriber growth and further details on the growth rate of the advertising tier which the company aims to double this year. $TSLA - I guess the first glimpse into the Automotive Gross Margin following the end of the IRA EV tax credit and maybe update on the Robotaxi timeline. $KO - can they maintain its organic revenue growth target (5% to 6%) despite a soft June. Looking for improvement in unit case volume after last quarter's X% decline. Also on the radar: U.S. inflation data drops Friday"  
[X Link](https://x.com/ecomoatai/status/1980283927055982898) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T14:44Z XXX followers, XX engagements


"Massive AWS outage in the past XX hours. Amazon Facebook Snapchat Fortnite Roblox banks airlines all hit. Experts say the total cost could reach hundreds of billions. For most companies this would be a disaster. For $AMZN its proof of dominance. When half the internet breaks it shows how much runs on AWS"  
[X Link](https://x.com/ecomoatai/status/1980342862962389337) [@ecomoatai](/creator/x/ecomoatai) 2025-10-20T18:38Z XXX followers, XXX engagements