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

[@qualtrim](/creator/twitter/qualtrim)
"Lululemon is trading near its all-time low P/E ratio. - 2009 8.0x - 2025 11.5x Is Lululemon a screaming buy or a value trap in disguise $LULU"  
[X Link](https://x.com/qualtrim/status/1978428138209304701) [@qualtrim](/creator/x/qualtrim) 2025-10-15T11:50Z 8764 followers, 9870 engagements


"Here are the FOUR most bought stocks by super-investors in Q2 2025. X. UnitedHealth X. Amazon X. Google X. Nvidia $UNH $AMZN $GOOGL $NVDA"  
[X Link](https://x.com/qualtrim/status/1975535327272960256) [@qualtrim](/creator/x/qualtrim) 2025-10-07T12:15Z 8764 followers, 37K engagements


"Why aren't you buying Amazon - Flat YTD. - 2Y low P/E. - Record Operating Margin. - Record Revenue. - Record EPS. $AMZN"  
[X Link](https://x.com/qualtrim/status/1978059458833187036) [@qualtrim](/creator/x/qualtrim) 2025-10-14T11:25Z 8764 followers, 165.1K engagements


"Costco has the ultimate loyalty flywheel. 90%+ renewal rates in the U.S. and Canada every year since 2014. Thats SaaS-level retention powered by bulk groceries. $COST"  
[X Link](https://x.com/qualtrim/status/1979155440874160412) [@qualtrim](/creator/x/qualtrim) 2025-10-17T12:00Z 8764 followers, 5360 engagements


"A reminder that Googles moat isnt just in data its in operational excellence. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1976618728973586633) [@qualtrim](/creator/x/qualtrim) 2025-10-10T12:00Z 8764 followers, 12.9K engagements


"Out of the X largest companies on the market only Amazon remains to be red YTD. With a market pull back on Friday are you buying $AMZN $AAPL $META $MSFT $GOOGL $NVDA $AVGO"  
[X Link](https://x.com/qualtrim/status/1976973554663985161) [@qualtrim](/creator/x/qualtrim) 2025-10-11T11:30Z 8764 followers, 18.1K engagements


"4 stocks with strong fundamentals and down +40% YTD spotted on Qualtrim. X. LuluLemon: -XX% X. The Trade Desk: -XX% X. Decker Outdoor: -XX% X. Atlassian: -XX% $LULU $TTD $DECK $TEAM"  
[X Link](https://x.com/qualtrim/status/1976981110828810634) [@qualtrim](/creator/x/qualtrim) 2025-10-11T12:00Z 8764 followers, 37K engagements


"Uber was $74.60/share when Bill Ackman said: Remarkably it can still be purchased at a massive discount to its intrinsic value. Is Uber still a buy today $UBER"  
[X Link](https://x.com/qualtrim/status/1977343492449005829) [@qualtrim](/creator/x/qualtrim) 2025-10-12T12:00Z 8764 followers, 39.8K engagements


"Adobe is a buyback powerhouse. Returning record capital to shareholders while trading near a 10-year low P/E. $ADBE"  
[X Link](https://x.com/qualtrim/status/1978419331340935229) [@qualtrim](/creator/x/qualtrim) 2025-10-15T11:15Z 8764 followers, 17.6K engagements


"Salesforce is now guiding for +10% organic revenue growth again. What will it take for investors to become bullish again $CRM"  
[X Link](https://x.com/qualtrim/status/1979147883904471119) [@qualtrim](/creator/x/qualtrim) 2025-10-17T11:30Z 8764 followers, 7333 engagements


"How high can the S&P climb by year end "5% is just an average fourth quarter . I think X% is the base case I bet its going to be 7-8% maybe even 10%." Tom Lee CNBC $SPX $SPY"  
[X Link](https://x.com/qualtrim/status/1979868881578516770) [@qualtrim](/creator/x/qualtrim) 2025-10-19T11:15Z 8764 followers, 3960 engagements


"5. Chase Coleman Tiger Global Management Key highlights from Q2 - $CHYM: New Position - $AMZN: Added XXXXX% - $RDDT: Added XXXXX% - $CRWD: Sold XXXXX% - $NOW: Sold XXXXX% - $DASH: Sold XXXXX% - $PDD: Exited Position As per usual Tiger Global saw a lot of portfolio changes"  
[X Link](https://x.com/qualtrim/status/1967558208924549309) [@qualtrim](/creator/x/qualtrim) 2025-09-15T11:56Z 8726 followers, 2937 engagements


"6. Nelson Peltz Trian Fund Management Key highlights from Q2 - $IVZ: Sold XXXXX% - $UHAL: Sold XXXXX% - $ALL: Sold XXXXX% Trian Fund continues to be focused on $GE Aerospace and $JNG"  
[X Link](https://x.com/qualtrim/status/1967558211982295361) [@qualtrim](/creator/x/qualtrim) 2025-09-15T11:56Z 8726 followers, 2010 engagements


"Here are X stocks that could extremely benefit from rate cuts are you ready X. Fair Isaac Corporation $FICO - The backbone of U.S. credit scoring. More lending = more credit checks = more FICO demand. A direct beneficiary of increased consumer borrowing"  
[X Link](https://x.com/qualtrim/status/1968280053646815314) [@qualtrim](/creator/x/qualtrim) 2025-09-17T11:45Z 8616 followers, 20.4K engagements


"PayPal is a buyback machine. In just two years theyve retired nearly 200M shares. Management has approved an additional $20B worth of buybacks. Is PayPal underrated $PYPL"  
[X Link](https://x.com/qualtrim/status/1970091959122309334) [@qualtrim](/creator/x/qualtrim) 2025-09-22T11:45Z 8736 followers, 55.6K engagements


"7. PayPal $PYPL - 5Y CAGR -XXX% - $15B program authorized (Feb 2025). PayPal retired almost X% of shares last year alone buybacks are central to its turnaround play"  
[X Link](https://x.com/qualtrim/status/1970448471716221086) [@qualtrim](/creator/x/qualtrim) 2025-09-23T11:21Z 8690 followers, 5248 engagements


"8. Monster Beverage $MNST - 5Y CAGR -XXX% - $500M program authorized (Aug 2024). Monster quietly compounds with steady repurchases debt-light balance sheet and strong growth"  
[X Link](https://x.com/qualtrim/status/1970448474714841469) [@qualtrim](/creator/x/qualtrim) 2025-09-23T11:21Z 8690 followers, 4257 engagements


"AWSs backlog is almost 2x Google Clouds: - AWS $195B - Google Cloud $108B Has Amazon's scale become under-appreciated $AMZN $GOOGL"  
[X Link](https://x.com/qualtrim/status/1971182902001148024) [@qualtrim](/creator/x/qualtrim) 2025-09-25T12:00Z 8674 followers, 57.5K engagements


"Buy one sell one: Would you buy Google and sell Amazon or buy Amazon and sell Google $AMZN $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1973047686246130161) [@qualtrim](/creator/x/qualtrim) 2025-09-30T15:30Z 8673 followers, 111.5K engagements


"Spotify is an under-appreciated high-quality compounding machine. Over the past two years free cash flow is up +900%. Is Spotify still a long-term buy from here $SPOT"  
[X Link](https://x.com/qualtrim/status/1973723387923968067) [@qualtrim](/creator/x/qualtrim) 2025-10-02T12:15Z 8629 followers, 17.6K engagements


"After being flat for most of 2025 ASML has rallied almost XX% in just the last month alone. - YTD Returns XXXXX% Is ASML still a buy today $ASML"  
[X Link](https://x.com/qualtrim/status/1974089552261472451) [@qualtrim](/creator/x/qualtrim) 2025-10-03T12:30Z 8662 followers, 13.8K engagements


"In 2022 Netflix hit its so-called doomsday moment. Since then the stock is up 500%. Another controversy is here. are you really betting against them $NFLX"  
[X Link](https://x.com/qualtrim/status/1974820617732907096) [@qualtrim](/creator/x/qualtrim) 2025-10-05T12:55Z 8739 followers, 25K engagements


"Wells Fargo just raised it's AWS outlook: - 2026: +22.1% growth - 2027: +23.5% growth If AWS accelerates again how does that reprice Amazon $AMZN"  
[X Link](https://x.com/qualtrim/status/1975161614585471120) [@qualtrim](/creator/x/qualtrim) 2025-10-06T11:30Z 8698 followers, 24.8K engagements


"In X years AMDs growth engine has shifted rapidly. - Client XXXXX% - Gaming -XXXX% - Embedded XXXX% - Data Center XXXXX% $AMD"  
[X Link](https://x.com/qualtrim/status/1975883873515938163) [@qualtrim](/creator/x/qualtrim) 2025-10-08T11:20Z 8745 followers, 10.4K engagements


"When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of XXXX% $ADBE"  
[X Link](https://x.com/qualtrim/status/1975890165089395102) [@qualtrim](/creator/x/qualtrim) 2025-10-08T11:45Z 8678 followers, 35.8K engagements


"The conversation I had when they hired me was if youre looking for a caretaker to just continue the business please dont choose me. I am not that. Alex Chriss CEO Is PayPal the sleeper stock $PYPL"  
[X Link](https://x.com/qualtrim/status/1975897714669052059) [@qualtrim](/creator/x/qualtrim) 2025-10-08T12:15Z 8679 followers, 18.3K engagements


"Buy and hold free cash flow machines. Is it really that simple We tend to stick to companies that are gushing free cash flow huge returns on capital meaning they deploy their capital well. Joel Greenblatt $ADBE"  
[X Link](https://x.com/qualtrim/status/1977335943968563348) [@qualtrim](/creator/x/qualtrim) 2025-10-12T11:30Z 8673 followers, 23.2K engagements


"FICO jumped +18% after unveiling a direct-to-aggregators program enhancing their MOAT. What does this mean for Equifax $FICO $EFX"  
[X Link](https://x.com/qualtrim/status/1974097109352919439) [@qualtrim](/creator/x/qualtrim) 2025-10-03T13:00Z 8758 followers, 29.6K engagements


"These are the top X most-owned stocks by super-investors based on portfolio allocation: X. Microsoft (2.7%) X. Amazon (2.2%) X. Meta Platforms (2.1%) X. Google (1.6%) $MSFT $AMZN $META $GOOG"  
[X Link](https://x.com/qualtrim/status/1976253811493888447) [@qualtrim](/creator/x/qualtrim) 2025-10-09T11:50Z 8747 followers, 12.6K engagements


"Mastercard is a free cash flow Machine. - 10Y FCF CAGR XXXXX% $MA"  
[X Link](https://x.com/qualtrim/status/1977354816201388305) [@qualtrim](/creator/x/qualtrim) 2025-10-12T12:45Z 8759 followers, 36.5K engagements


"Earnings season is back - JPMorgan - ASML - Bank of America - TSMC - American Express We have a jam-packed week ahead are you ready for Q3 $JPM $ASML $BAC $TSM $AXP"  
[X Link](https://x.com/qualtrim/status/1977690783344906635) [@qualtrim](/creator/x/qualtrim) 2025-10-13T11:00Z 8764 followers, 12.1K engagements


"Is the AI race Google's to lose "We processed over XXX Quadrillion tokens last month - that's 1300000000000000 tokens" Demis Hassabis DeepMind CEO $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1977698331527954916) [@qualtrim](/creator/x/qualtrim) 2025-10-13T11:30Z 8763 followers, 14.5K engagements


"ASML CEO Christophe Fouquet on China: "We believe these dynamics will only be partially effective in 2026. But still for 2026 we expect net sales to not be below 2025." $ASML"  
[X Link](https://x.com/qualtrim/status/1978782976508108891) [@qualtrim](/creator/x/qualtrim) 2025-10-16T11:20Z 8763 followers, 5325 engagements


"ASML sold XX new lithography systems in Q3 down XX% YoY. Cyclical slowdown or setup for the next semiconductor boom $ASML"  
[X Link](https://x.com/qualtrim/status/1978793044687171784) [@qualtrim](/creator/x/qualtrim) 2025-10-16T12:00Z 8764 followers, 19.4K engagements


"5/ Price to Sales Ratio. - Q3 2015 = 3.16x - Q3 2025 = 3.39x The market still values Amazon like a retailer not a digital ecosystem. $AMZN"  
[X Link](https://x.com/qualtrim/status/1979510732816347381) [@qualtrim](/creator/x/qualtrim) 2025-10-18T11:31Z 8764 followers, 4749 engagements


"AWS revenue acceleration is the key to the reversal of share underperformance YTD. Wells Fargo upgrades Amazon to Overweight. $AMZN"  
[X Link](https://x.com/qualtrim/status/1979521595787079710) [@qualtrim](/creator/x/qualtrim) 2025-10-18T12:15Z 8764 followers, 29.1K engagements


"5. Advanced Micro Devices $AMD - AI and compute demand is CAPEX heavy. Cheaper capital makes it easier for customers and especially SMBs to invest in AMDs chips for data centers PCs and AI inference workloads"  
[X Link](https://x.com/qualtrim/status/1968280063583105409) [@qualtrim](/creator/x/qualtrim) 2025-09-17T11:45Z 8759 followers, 3826 engagements


"6. Nvidia Corporation $NVDA - The AI GPU front-runner. Lower rates boost valuations for long-duration growth stories and support hyperscalers massive CAPEX budgets. Nvidia remains the centerpiece of the AI buildout"  
[X Link](https://x.com/qualtrim/status/1968280066267504908) [@qualtrim](/creator/x/qualtrim) 2025-09-17T11:45Z 8759 followers, 3482 engagements


"Moodys and S&P Global control over XX% of the global credit ratings market. You're looking at one of the strongest Duopolies on earth. $MCO $SPGI"  
[X Link](https://x.com/qualtrim/status/1972640000140509634) [@qualtrim](/creator/x/qualtrim) 2025-09-29T12:30Z 8763 followers, 19.4K engagements


"Hims & Hers CEO Andrew Dudum calls at-home testing "foundational" unlocking new membership models. Are they shaping healthcares next great subscription platform $HIMS"  
[X Link](https://x.com/qualtrim/status/1973353450512531662) [@qualtrim](/creator/x/qualtrim) 2025-10-01T11:45Z 8763 followers, 16.2K engagements


"Perhaps the two most important companies in todays modern economy. $ASML $TSM"  
[X Link](https://x.com/qualtrim/status/1975531557373845834) [@qualtrim](/creator/x/qualtrim) 2025-10-07T12:00Z 8761 followers, 49.2K engagements


"Rocket Lab is up +584% in just one year. What happens when Neutron launches $RKLB"  
[X Link](https://x.com/qualtrim/status/1977734889035165866) [@qualtrim](/creator/x/qualtrim) 2025-10-13T13:55Z 8764 followers, 8060 engagements


"Waymo expands to London in 2026. Is Google the leader in robo-taxi technology $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1978413667067572665) [@qualtrim](/creator/x/qualtrim) 2025-10-15T10:52Z 8764 followers, 18.7K engagements


"Amazons stock is up just X% since mid-2024. Yet EPS has climbed XX% in the same period. - July 2024 $XXX - Oct 2025 $XXX When price and earnings move out of sync smart investors start paying attention. $AMZN"  
[X Link](https://x.com/qualtrim/status/1978801851706249361) [@qualtrim](/creator/x/qualtrim) 2025-10-16T12:35Z 8764 followers, 49K engagements


"ServiceNow may be a quiet opportunity. Stock: -XX% YTD FCF/share: +25% YTD When price and fundamentals diverge patient investors often win. $NOW"  
[X Link](https://x.com/qualtrim/status/1979162980173648198) [@qualtrim](/creator/x/qualtrim) 2025-10-17T12:30Z 8764 followers, 7131 engagements


"Wells Fargo now expects the global Cloud market to reach $873B by 2029 up from $230B in 2024. That's a XX% CAGR. $AMZN $GOOGL $MSFT $ORCL"  
[X Link](https://x.com/qualtrim/status/1979532932709757417) [@qualtrim](/creator/x/qualtrim) 2025-10-18T13:00Z 8764 followers, 12.6K engagements


"Is PayPal a misunderstood value play or a classic trap The stock is down XX% in X years and transactions per user are slipping yet EPS continues to grow XX% YoY. Somethings not adding up. $PYPL"  
[X Link](https://x.com/qualtrim/status/1979880216815083863) [@qualtrim](/creator/x/qualtrim) 2025-10-19T12:00Z 8764 followers, 20.2K engagements