# ![@Ashton_1nvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1213202268717080576.png) @Ashton_1nvests Ashton Invests

Several investors are focusing on high-quality companies with strong fundamentals, such as $SOFI, $AMZN, $PYPL, $ADBE, and $AMD, which are seen as long-term growth opportunities. These companies are involved in various sectors, including fintech, e-commerce, cloud computing, and AI infrastructure. Investors are accumulating these stocks, citing their potential for long-term compounding and growth.

### Engagements: [-------] [#](/creator/twitter::1213202268717080576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1213202268717080576/c:line/m:interactions.svg)

- [--] Week [-------] -8.30%
- [--] Month [---------] +55%
- [--] Months [----------] -6.80%
- [--] Year [----------] +311%

### Mentions: [---] [#](/creator/twitter::1213202268717080576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1213202268717080576/c:line/m:posts_active.svg)

- [--] Week [---] -28%
- [--] Month [---] +62%
- [--] Months [-----] +6.50%
- [--] Year [-----] -11%

### Followers: [------] [#](/creator/twitter::1213202268717080576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1213202268717080576/c:line/m:followers.svg)

- [--] Week [------] +1%
- [--] Month [------] +3.50%
- [--] Months [------] +45%
- [--] Year [------] +385%

### CreatorRank: [------] [#](/creator/twitter::1213202268717080576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1213202268717080576/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #912 [finance](/list/finance)  #2861 [technology brands](/list/technology-brands)  22.12% [cryptocurrencies](/list/cryptocurrencies)  #3627 [social networks](/list/social-networks)  1.81% [nfl](/list/nfl)  #3536 [countries](/list/countries)  0.68% [exchanges](/list/exchanges)  0.45% [celebrities](/list/celebrities)  0.45% [financial services](/list/financial-services)  0.45%

**Social topic influence**
[$sofi](/topic/$sofi) #6, [$zeta](/topic/$zeta) #17, [$oscr](/topic/$oscr) #4, [stocks](/topic/stocks) #278, [$snap](/topic/$snap) #2, [$amd](/topic/$amd) #18, [business](/topic/business) #1177, [ai](/topic/ai) #3724, [$amzn](/topic/$amzn) #88, [$pypl](/topic/$pypl) #1063

**Top accounts mentioned or mentioned by**
[@alex70848763197](/creator/undefined) [@3kcomeback](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@realroseceline](/creator/undefined) [@nota_bull](/creator/undefined) [@findleysfinance](/creator/undefined) [@edgaralandough](/creator/undefined) [@growthrapidly](/creator/undefined) [@bagholderiq](/creator/undefined) [@vance_roberts5](/creator/undefined) [@retiredlifenc](/creator/undefined) [@moneynomads1](/creator/undefined) [@boxlongs](/creator/undefined) [@darrelltalksfi](/creator/undefined) [@fantstockleague](/creator/undefined) [@networthnotes](/creator/undefined) [@manpreazy](/creator/undefined) [@akinatorassets](/creator/undefined) [@julian_trades1](/creator/undefined)

**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Snap, Inc. (SNAP)](/topic/$snap) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Now Coin (NOW)](/topic/$now) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [fuboTV Inc. (FUBO)](/topic/$fubo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Salesforce Inc (CRM)](/topic/$crm) [PancakeSwap (CAKE)](/topic/$cake) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Novo-Nordisk (NVO)](/topic/$nvo) [The Honest Company, Inc. (HNST)](/topic/$hnst) [ServiceNow Inc (NOW)](/topic/servicenow) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Eli Lilly and Company (LLY)](/topic/$lly) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Mario Coin (COIN)](/topic/$coin) [Iris Energy Limited (IREN)](/topic/$iren) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If you had $1000 to invest today where would you put it"  
[X Link](https://x.com/Ashton_1nvests/status/1859295649524588887)  2024-11-20T18:00Z 30.2K followers, 94.7K engagements


"Which [--] stocks are the backbone of your portfolio"  
[X Link](https://x.com/Ashton_1nvests/status/1931169240792420396)  2025-06-07T02:00Z 30.2K followers, 35.7K engagements


"My Favorite Stocks in Each Sector Right Now High-conviction plays across major industries I believe in long term. A thread 👇 [--]. Finance SoFi Technologies $SOFI Nu Holdings $NU PayPal Holdings $PYPL Robinhood Markets $HOOD Coinbase Global $COIN Fiserv $FI https://twitter.com/i/web/status/1931366026136178842 https://twitter.com/i/web/status/1931366026136178842"  
[X Link](https://x.com/Ashton_1nvests/status/1931366026136178842)  2025-06-07T15:01Z 30.2K followers, 37.9K engagements


"4/ $IREN Iris Energy is one of the most efficient Bitcoin miners in the world. They use renewable powered data centers which helps keep costs low in a volatile industry. Their infrastructure can also be used for AI and high performance computing which gives them a second growth driver beyond Bitcoin prices"  
[X Link](https://x.com/Ashton_1nvests/status/1954549696376295796)  2025-08-10T14:25Z 30.2K followers, 46.2K engagements


"5/ $PGY Pagaya is an AI driven fintech powering embedded lending. Their platform integrates with banks fintechs and lenders to handle credit analysis underwriting and loan origination. Partners include Ally Klarna and Westlake. As embedded finance grows Pagaya is in a strong position to benefit through partnerships and product expansion. https://twitter.com/i/web/status/1954549702910971934 https://twitter.com/i/web/status/1954549702910971934"  
[X Link](https://x.com/Ashton_1nvests/status/1954549702910971934)  2025-08-10T14:25Z 30.2K followers, 42.9K engagements


"Whats a company thats way better fundamentally than its stock price shows"  
[X Link](https://x.com/Ashton_1nvests/status/1983685285788438615)  2025-10-30T00:00Z 30.2K followers, 32.7K engagements


"I still think its a great time to load up on healthcare stocks. Out of these which ones are you buying - $UNH - $NVO - $CNC - $HIMS - $OSCR - $TMDX"  
[X Link](https://x.com/Ashton_1nvests/status/1986101198169248236)  2025-11-05T16:00Z 30.2K followers, 48.1K engagements


"Whats one stock that deserves way more attention from investors"  
[X Link](https://x.com/Ashton_1nvests/status/1987686645768888729)  2025-11-10T01:00Z 30.2K followers, 14.8K engagements


"Whats a stock you think everyone will be talking about a year from now"  
[X Link](https://x.com/Ashton_1nvests/status/1989860975890006458)  2025-11-16T01:00Z 30.1K followers, 23.6K engagements


"Whats the best stock to buy right now under $20"  
[X Link](https://x.com/Ashton_1nvests/status/1990223362237616636)  2025-11-17T01:00Z 30.2K followers, 34.5K engagements


"Whats one stock you plan to add aggressively in 2026"  
[X Link](https://x.com/Ashton_1nvests/status/2002906935520022968)  2025-12-22T01:00Z 30.3K followers, 16.9K engagements


"If you could only add to one stock for all of [----] what would it be"  
[X Link](https://x.com/Ashton_1nvests/status/2003631713654604160)  2025-12-24T01:00Z 30.2K followers, 18.6K engagements


"UnitedHealth Group $UNH Why This Might Be One of the Easiest Stocks to Own for the Next Decade Some stocks require constant attention. Others quietly compound while doing exactly what theyre supposed to do. UnitedHealth Group falls firmly into the second category. This isnt a story stock. Its a durability stock and that distinction matters far more over long periods of time. https://twitter.com/i/web/status/2007101170226221286 https://twitter.com/i/web/status/2007101170226221286"  
[X Link](https://x.com/Ashton_1nvests/status/2007101170226221286)  2026-01-02T14:46Z 30K followers, [----] engagements


"Stocks I bought last week: - $SOFI - $SNAP Did you guys buy anything"  
[X Link](https://x.com/Ashton_1nvests/status/2008252157858865625)  2026-01-05T19:00Z 30.3K followers, [----] engagements


"Whats one stock youd be comfortable holding through a full recession"  
[X Link](https://x.com/Ashton_1nvests/status/2008705146679947288)  2026-01-07T01:00Z 30.3K followers, 11.6K engagements


"If you could only hold [--] stocks for the next decade what makes the list"  
[X Link](https://x.com/Ashton_1nvests/status/2009067534637781061)  2026-01-08T01:00Z 30.2K followers, 19.6K engagements


"What stock are you most confident holding for the next 5+ years"  
[X Link](https://x.com/Ashton_1nvests/status/2009429922129883467)  2026-01-09T01:00Z 30.3K followers, 14.1K engagements


"Stocks I WANT to own in [----] 🧵👇 Not because theyre popular. Not because theyre hyped. But because they have real businesses improving fundamentals and long runways. Some are compounders. Some are asymmetric bets. All of them fit how Im investing this year. Heres my list 👇 1/ $SOFI This is my highest-conviction long-term growth play. SoFi isnt just a bank its an ecosystem. Lending financial services tech platform and wealth management all feeding off each other. Revenue diversification keeps improving margins are expanding and scale is finally showing up. Still very early but the foundation"  
[X Link](https://x.com/Ashton_1nvests/status/2009648179504099802)  2026-01-09T15:27Z 30.2K followers, 46K engagements


"How Id invest $100000 if I started today: $SOFI $20000 $AMD $20000 $AMZN $20000 $META $20000 $PYPL $10000 $ADBE $10000"  
[X Link](https://x.com/Ashton_1nvests/status/2010852472055832832)  2026-01-12T23:12Z 30.2K followers, 102.8K engagements


"Hated Stocks With Real Upside - $PYPL - $SNAP - $OSCR - $FUBO - $HNST"  
[X Link](https://x.com/Ashton_1nvests/status/2011513647835632022)  2026-01-14T19:00Z 30.2K followers, 10.4K engagements


"What stock has been your biggest gainer of all time"  
[X Link](https://x.com/Ashton_1nvests/status/2011966633267404953)  2026-01-16T01:00Z 30.2K followers, 16.3K engagements


"4 PayPal $PYPL Sentiment is terrible. Cash flow is not. - Strong free cash flow - Huge installed user base - Multiple ways to unlock value This is a fundamentals-over-feelings stock"  
[X Link](https://x.com/Ashton_1nvests/status/2012225265615929665)  2026-01-16T18:07Z 30.2K followers, [----] engagements


"5 Oscar Health $OSCR This is my asymmetric bet. - Improving margins - Tech-forward healthcare model - Still early still misunderstood Higher risk but the upside makes it justified"  
[X Link](https://x.com/Ashton_1nvests/status/2012225268723704130)  2026-01-16T18:07Z 30.2K followers, [----] engagements


"Feels like a rotation is coming in [----]. Many small caps ran way ahead of fundamentals. When the market cools and risk comes off money usually flows back into proven value names with real cash flow. Like $ADBE $PYPL and $CRM"  
[X Link](https://x.com/Ashton_1nvests/status/2012963200061571509)  2026-01-18T19:00Z 30.2K followers, 12K engagements


"If you could only buy one stock for the next [--] years what is it and why"  
[X Link](https://x.com/Ashton_1nvests/status/2013416188865388830)  2026-01-20T01:00Z 30.3K followers, 11.4K engagements


"Which upcoming earnings are you most excited about"  
[X Link](https://x.com/Ashton_1nvests/status/2014503477498806506)  2026-01-23T01:00Z 30.2K followers, [----] engagements


"People keep sleeping on $CAKE. The Cheesecake Factory is a true cash flow machine while North Italia Flower Child and the other FRC concepts give the company real growth levers. The stock is trading around a [----] forward P/E and pays a solid dividend on top of that. Ive been very happy holding this name and plan to keep adding on dips. I also agree with Tradepal. I wouldnt be surprised to see this stock at $80 within the next year. https://twitter.com/i/web/status/2015271644609294783 https://twitter.com/i/web/status/2015271644609294783"  
[X Link](https://x.com/Ashton_1nvests/status/2015271644609294783)  2026-01-25T03:52Z 30.2K followers, [----] engagements


"$SOFI and $AMD make up about 50% of my portfolio. The crazy part is I still dont feel bullish enough"  
[X Link](https://x.com/Ashton_1nvests/status/2015862302256345158)  2026-01-26T19:00Z 30K followers, 21.8K engagements


"$FUBO Whats going on"  
[X Link](https://x.com/Ashton_1nvests/status/2015892316016304307)  2026-01-26T20:59Z 30.2K followers, 14.7K engagements


"How long do you research a stock before buying"  
[X Link](https://x.com/Ashton_1nvests/status/2015952899394961609)  2026-01-27T01:00Z 30.3K followers, 10.2K engagements


"This might get annoying for some of you but now that Ive officially bought $ZETA Im going to be talking about it a lot more. Ive spent A LOT of time digging into the business and I see a really strong opportunity here. This is a company I believe has meaningful growth ahead and Im excited to keep sharing my thoughts about it. https://twitter.com/i/web/status/2015963409481900515 https://twitter.com/i/web/status/2015963409481900515"  
[X Link](https://x.com/Ashton_1nvests/status/2015963409481900515)  2026-01-27T01:41Z 30.2K followers, 25.7K engagements


"High-Conviction Growth Stocks: Growth with real fundamentals. - $SOFI - $AMD - $ZETA - $OSCR - $LMND"  
[X Link](https://x.com/Ashton_1nvests/status/2016179396965789870)  2026-01-27T16:00Z 30.1K followers, [----] engagements


"Ive been seeing a lot of talk about copper silver and gold all over my feed lately. Personally I own some physical silver but no copper or gold. Do you invest in metals or how do you feel about them right now"  
[X Link](https://x.com/Ashton_1nvests/status/2016224689472078295)  2026-01-27T19:00Z 30.2K followers, [----] engagements


"I trimmed a small portion of my $GOOGL position today to raise some cash. That cash went into $ZETA and $UNH. $ZETA is a new position I started last week and Im taking it seriously. Im focused on accumulating shares while I still have time. As for $UNH the stock took a big hit this week and is now below my average price. I see this healthcare giant outperforming over the next decade so adding more felt like an easy decision. $GOOGL is still my fourth-largest holding. This was just a small rebalance not a change in conviction. https://twitter.com/i/web/status/2016541782658720005"  
[X Link](https://x.com/Ashton_1nvests/status/2016541782658720005)  2026-01-28T16:00Z 30.2K followers, 20.8K engagements


"Just bought [--] stocks Any guesses"  
[X Link](https://x.com/Ashton_1nvests/status/2016601008990986315)  2026-01-28T19:55Z 30.2K followers, 24.4K engagements


"$ADBE looks extremely undervalued at these levels. Anytime you get a company of this quality trading at these valuations its hard to ignore. I dont believe AI is disrupting Adobe. I think its doing the opposite and helping expand the business and the tools they offer. My girlfriend uses Adobe every day for her photography and is constantly telling me about new features and tools shes trying. That kind of real-world usage matters to me. https://twitter.com/i/web/status/2016652969908064527 https://twitter.com/i/web/status/2016652969908064527"  
[X Link](https://x.com/Ashton_1nvests/status/2016652969908064527)  2026-01-28T23:21Z 30.2K followers, [----] engagements


"Whats a stock you wish you started buying earlier"  
[X Link](https://x.com/Ashton_1nvests/status/2016677674538721575)  2026-01-29T01:00Z 30.2K followers, [----] engagements


"$ZETA $OSCR $SNAP Just bought [--] stocks Any guesses Just bought [--] stocks Any guesses"  
[X Link](https://x.com/Ashton_1nvests/status/2016697998508544117)  2026-01-29T02:20Z 30.2K followers, [----] engagements


"$OSCR still looks like a great opportunity here in my opinion. The stock has been mostly flat over the last six months which has given me plenty of time to accumulate. I plan to keep doing exactly that"  
[X Link](https://x.com/Ashton_1nvests/status/2016858870065615289)  2026-01-29T13:00Z 30.2K followers, [----] engagements


"I dont own enough $SOFI. I dont own enough $OSCR. I dont own enough $SNAP. I dont own enough $ZETA. I dont own enough $AMD"  
[X Link](https://x.com/Ashton_1nvests/status/2016904174060126489)  2026-01-29T16:00Z 30.2K followers, 18.3K engagements


"Tomorrow is a big day for $SOFI shareholders. Im really excited to hear what Anthony Noto has to say on the earnings call"  
[X Link](https://x.com/Ashton_1nvests/status/2016949465236582597)  2026-01-29T19:00Z 30.2K followers, 11.9K engagements


"$SOFI is UP 🟢 in the pre markets The earnings call will be HUGE"  
[X Link](https://x.com/Ashton_1nvests/status/2017217767062073366)  2026-01-30T12:46Z 30.2K followers, 17.2K engagements


"ANTHONY NOTO JUST NOW ON THE $SOFI EARNINGS CALL: Our tech platform is in a prime position 👀 $SOFI Technology Platform: https://t.co/hcePRinjCi $SOFI Technology Platform: https://t.co/hcePRinjCi"  
[X Link](https://x.com/Ashton_1nvests/status/2017226073851977922)  2026-01-30T13:19Z 30.2K followers, [----] engagements


"$SOFI ANTHONY NOTO IS HERE TO STAY THATS MY CEO "I expect to be here for the rest of time unless for some reason someone asked me to leave.""  
[X Link](https://x.com/Ashton_1nvests/status/2017236375578259773)  2026-01-30T14:00Z 30.2K followers, [----] engagements


"4/ $PYPL Sentiment is awful fundamentals are stabilizing. Free cash flow buybacks and a refocused strategy make this much more interesting than the price action suggests"  
[X Link](https://x.com/Ashton_1nvests/status/2017259262519750787)  2026-01-30T15:31Z 30.2K followers, [----] engagements


"5/ $ZETA A newer position for me. The company expects 20%+ revenue growth to continue and I like the balance of growth and valuation here. This feels underappreciated"  
[X Link](https://x.com/Ashton_1nvests/status/2017259265677987935)  2026-01-30T15:31Z 30.2K followers, [----] engagements


"Aggressively buying $ZETA and $SNAP has had consequences"  
[X Link](https://x.com/Ashton_1nvests/status/2017294397864337715)  2026-01-30T17:50Z 30.2K followers, [----] engagements


"$SOFI Buying opportunity for me🙂😁 $SOFI is UP 🟢 in the pre markets The earnings call will be HUGE https://t.co/iP9JsrbhMn $SOFI is UP 🟢 in the pre markets The earnings call will be HUGE https://t.co/iP9JsrbhMn"  
[X Link](https://x.com/Ashton_1nvests/status/2017330790527307806)  2026-01-30T20:15Z 30.2K followers, 11.8K engagements


"January 30th Portfolio Update Ive been slowly DCAing into $ZETA this week. My goal is to build it up to around 8% of my portfolio over time. $PYPL earnings this quarter feel pretty make-or-break for me personally. Depending on how that plays out theres a real chance some of that capital gets rotated into $ZETA. Just a reminder: I still own $OSCR $LMND and $SNAP in my other portfolio. Ive been aggressively adding $SNAP lately. https://twitter.com/i/web/status/2017342532192031088 https://twitter.com/i/web/status/2017342532192031088"  
[X Link](https://x.com/Ashton_1nvests/status/2017342532192031088)  2026-01-30T21:01Z 30.1K followers, 10.3K engagements


"Net worth-wise $SNAP is my fifth-largest holding. I dont think people realize just how bullish I am on this one"  
[X Link](https://x.com/Ashton_1nvests/status/2017363886832554205)  2026-01-30T22:26Z 30.2K followers, [----] engagements


"Stock has been flat for a long time But active members keeps growing"  
[X Link](https://x.com/Ashton_1nvests/status/2017366511795523809)  2026-01-30T22:37Z 30.2K followers, [----] engagements


"I wish the market was open tomorrow so I could buy more $SOFI"  
[X Link](https://x.com/Ashton_1nvests/status/2017388758404874393)  2026-01-31T00:05Z 30.2K followers, [----] engagements


"Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions (Snapchat+) - Storage + premium tiers (cloud)"  
[X Link](https://x.com/Ashton_1nvests/status/2017625840259923986)  2026-01-31T15:47Z 30.2K followers, 22.7K engagements


"Stocks I bought this week: $SOFI $SNAP $OSCR $ZETA Did you guys buy anything this week"  
[X Link](https://x.com/Ashton_1nvests/status/2017674241601376525)  2026-01-31T19:00Z 30.2K followers, [----] engagements


"Im very bullish on $ZETA long term. The growth ahead and what this business is capable of if they execute genuinely excites me. After watching interviews with the CEO and learning more about the leadership team execution doesnt feel like a hope it feels imminent"  
[X Link](https://x.com/Ashton_1nvests/status/2017700850169209081)  2026-01-31T20:45Z 30.2K followers, 11.9K engagements


"$NOW looks incredibly cheap at these levels yet I see almost nobody talking about it. This is a high-quality business with strong recurring revenue real operating leverage and long-term tailwinds. Sometimes the best opportunities arent the loudest ones. Theyre the ones quietly sitting there while attention is elsewhere. https://twitter.com/i/web/status/2017745666211189228 https://twitter.com/i/web/status/2017745666211189228"  
[X Link](https://x.com/Ashton_1nvests/status/2017745666211189228)  2026-01-31T23:43Z 30.2K followers, 11.4K engagements


"Got some extra money to buy more $ZETA and $SOFI 🙂"  
[X Link](https://x.com/Ashton_1nvests/status/2017750949524111668)  2026-02-01T00:04Z 30.2K followers, [----] engagements


"I put a ton of time and effort into this $SNAP deep dive Yet the X algorithm does not care🤣 Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions (Snapchat+) - Storage + premium tiers (cloud) https://t.co/DzcQZrVu43 Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions"  
[X Link](https://x.com/Ashton_1nvests/status/2017803244387348764)  2026-02-01T03:32Z 30.2K followers, [----] engagements


"2/ $META Meta Platforms Meta still owns the #1 social networks in the world. Facebook + Instagram continue to generate strong advertising dollars and Meta is uniquely positioned in AI because it owns both the user attention layer and the compute investments. The bear case often focuses on too much capex spend but what many miss is that the advertising engine still works extremely well and that gives them the runway to invest in AI tools that improve ROI for advertisers. Im watching because the valuation doesnt reflect the strength of the core business + AI optionality."  
[X Link](https://x.com/Ashton_1nvests/status/2017977760535474464)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"3/ $HIMS Hims & Hers Health Hims isnt just a telehealth brand its a consumer health platform. Theyve proven they can lower CAC by building a recognizable brand and retain customers through recurring care offerings. Beyond hair loss and ED theyre expanding into womens health and weight management categories where lifetime value can increase meaningfully if executed well. Im watching because this business has room to grow beyond a niche and the market hasnt fully priced in recurring care expansion. https://twitter.com/i/web/status/2017977763333083487"  
[X Link](https://x.com/Ashton_1nvests/status/2017977763333083487)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"4/ $MSFT Microsoft Microsoft needs almost no introduction Windows and Office are staples Azure is one of the fastest-growing cloud platforms and enterprise budgets keep flowing toward their ecosystem. But what Im watching is how AI becomes a revenue driver rather than a cost center: Copilot integrations across productivity suites Azure AI services for enterprise and deeper platform lock-in. The business quality is elite; valuation gets interesting when growth accelerates again through AI. https://twitter.com/i/web/status/2017977765983858943 https://twitter.com/i/web/status/2017977765983858943"  
[X Link](https://x.com/Ashton_1nvests/status/2017977765983858943)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"7/ $NOW ServiceNow ServiceNow builds digital workflow infrastructure that large enterprises rely on to run their businesses. When a platform becomes mission-critical to operations churn drops and pricing power increases. Their AI-enabled workflow tools are being adopted to automate internal processes which adds another layer of stickiness. Im watching because this is the kind of software where adoption begets more adoption and the market doesnt always value that correctly. https://twitter.com/i/web/status/2017977781939040579 https://twitter.com/i/web/status/2017977781939040579"  
[X Link](https://x.com/Ashton_1nvests/status/2017977781939040579)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"8/ $ROOT Root Inc. Root is the speculative insurance play here. The company uses data and mobile-first underwriting to price risk more dynamically than traditional insurers. If they can prove consistent underwriting profitability the stock could rerate significantly. Right now sentiment is cautious because profitability is uneven but if they show sustainable risk selection + lower loss ratios growth + margin expansion becomes real. Im watching because theres asymmetric upside if execution stabilizes. https://twitter.com/i/web/status/2017977784984018954"  
[X Link](https://x.com/Ashton_1nvests/status/2017977784984018954)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"9/ $CRM Salesforce Salesforce is the enterprise CRM platform majority of large companies depend on. Their push into AI (Data Cloud Agentforce Einstein GPT) isnt vaporware its built into products people already pay for. Plus theyve become more disciplined with spending and cash flow goals which the market should reward. Im watching because CRM isnt going anywhere and AI-enabled workflows could reaccelerate growth. https://twitter.com/i/web/status/2017977787832029184 https://twitter.com/i/web/status/2017977787832029184"  
[X Link](https://x.com/Ashton_1nvests/status/2017977787832029184)  2026-02-01T15:06Z 30.2K followers, [----] engagements


"I mentioned $NOW a couple weeks ago. I honestly dont care to make it a thing but my comments keep saying I only brought it up because of Jeremy. People forget that multiple investors can like the same stock at the same time. Ill continue talking about $NOW. Give me $ADBE $NOW and $GRAB at these levels. Software will bounce back. https://t.co/h0HvMde73q Give me $ADBE $NOW and $GRAB at these levels. Software will bounce back. https://t.co/h0HvMde73q"  
[X Link](https://x.com/Ashton_1nvests/status/2018015608860815692)  2026-02-01T17:36Z 30.2K followers, [----] engagements


"What a week ahead for my portfolio These are the names Im watching very closely 👀 $AMD (holding) $PYPL (holding) $FUBO (holding) $GOOGL (holding) $SNAP (holding) $AMZN (holding) $PLTR $UBER $IREN"  
[X Link](https://x.com/Ashton_1nvests/status/2018029022551085101)  2026-02-01T18:29Z 30.2K followers, [----] engagements


"From a valuation perspective $NOW looks incredibly cheap to me. Youre getting a mission-critical enterprise software business with strong recurring revenue high switching costs and long-term growth. The market is treating it like growth is suddenly gone. That disconnect is what has my attention. https://twitter.com/i/web/status/2018063685395288408 https://twitter.com/i/web/status/2018063685395288408"  
[X Link](https://x.com/Ashton_1nvests/status/2018063685395288408)  2026-02-01T20:47Z 30.2K followers, [----] engagements


"Locking in on a Sunday night 🔒 Chilling listening to music researching more into $SNAP. Also looking forward to adding more $SOFI tomorrow"  
[X Link](https://x.com/Ashton_1nvests/status/2018098748761800979)  2026-02-01T23:06Z 30.2K followers, [----] engagements


"I trimmed a little bit of my $GOOGL position today. Were in a bit of a kangaroo market so I want more cash on the sidelines to take advantage of dips and new opportunities. Some of that cash went into $SOFI and $ZETA today two growth names Im really excited about at these levels. The rest stays parked in cash for now. Patience matters in markets like this. Follow my live portfolio for FREE on Blossom here: https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"  
[X Link](https://x.com/Ashton_1nvests/status/2018410904216355002)  2026-02-02T19:47Z 30.2K followers, [----] engagements


"One stock Ive been researching lately is $CSU / $CSU.TO Its trading insanely cheap for the quality of the business and the leadership team is top-tier. Sometimes that alone is enough to start paying attention but Im digging much deeper before making a move"  
[X Link](https://x.com/Ashton_1nvests/status/2018434535260569928)  2026-02-02T21:21Z 30.2K followers, [----] engagements


"Should I short $HOOD"  
[X Link](https://x.com/Ashton_1nvests/status/2018457532789088588)  2026-02-02T22:52Z 30.2K followers, 10.5K engagements


"Cant wait for $PYPL to open at $60+ tomorrow morning"  
[X Link](https://x.com/Ashton_1nvests/status/2018458077666713964)  2026-02-02T22:54Z 30.2K followers, 114.9K engagements


"@bdinvestingg Which is your favorite"  
[X Link](https://x.com/Ashton_1nvests/status/2018461059666129387)  2026-02-02T23:06Z 30.1K followers, [---] engagements


"@JohnProv1 @CaffeineCraig @ElijahColeman21 @tropicaltrader7 Reminder set"  
[X Link](https://x.com/Ashton_1nvests/status/2018497523858747712)  2026-02-03T01:31Z 30.2K followers, [--] engagements


"Goodnight $Pypl and $Fubo shareholders Ill see you guys in the morning"  
[X Link](https://x.com/Ashton_1nvests/status/2018498443514368220)  2026-02-03T01:35Z 30.2K followers, [----] engagements


"I meant $41.60 guys Cant wait for $PYPL to open at $60+ tomorrow morning https://t.co/9Gu25THVpT Cant wait for $PYPL to open at $60+ tomorrow morning https://t.co/9Gu25THVpT"  
[X Link](https://x.com/Ashton_1nvests/status/2018663398750490957)  2026-02-03T12:30Z 30.2K followers, 26.4K engagements


"I was wrong about $PYPL. I will be selling today. $PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah I'm looking for an exit. Adios PainPal. $PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah I'm looking for an exit. Adios PainPal"  
[X Link](https://x.com/Ashton_1nvests/status/2018664542113501552)  2026-02-03T12:35Z 30.2K followers, 33.9K engagements


"In my eyes $SNAP is an absolute steal under $7. Im really excited heading into earnings on Wednesday and Ive been steadily adding shares ahead of it"  
[X Link](https://x.com/Ashton_1nvests/status/2018670813130752439)  2026-02-03T13:00Z 30.2K followers, [----] engagements


"Alright $FUBO. Whats going on Is this because there was no guidance"  
[X Link](https://x.com/Ashton_1nvests/status/2018676730404225078)  2026-02-03T13:23Z 30.2K followers, [----] engagements


"I was wrong about $PYPL. Ive completely sold out of my position. Growth has been disappointing guidance was weak and with the CEO now gone the thesis just isnt there for me anymore. Ill update you guys soon on my plans for the cash. For full transparency you can follow my portfolio for free on Blossom: https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"  
[X Link](https://x.com/Ashton_1nvests/status/2018700786923176125)  2026-02-03T14:59Z 30.2K followers, 23.3K engagements


"Stocks Im actively buying right now: $SOFI $ZETA $OSCR $SNAP $AMZN"  
[X Link](https://x.com/Ashton_1nvests/status/2018716110573748271)  2026-02-03T16:00Z 30.2K followers, 16.8K engagements


"I used some of the cash from my $PYPL sale to add aggressively to $ZETA here. I still have plenty of cash on hand for future dips and opportunities. You can follow my portfolio for free on Blossom 👇 https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"  
[X Link](https://x.com/Ashton_1nvests/status/2018746184186126694)  2026-02-03T17:59Z 30.2K followers, [----] engagements


"Im seeing a lot of people hating on my $PYPL investment. Thats fine. Just keep that same energy when Im up. Ill own the process. Wins and losses"  
[X Link](https://x.com/Ashton_1nvests/status/2018765289731616894)  2026-02-03T19:15Z 30K followers, 11.7K engagements


"@Tywinsleeps I dont hold $DUOL"  
[X Link](https://x.com/Ashton_1nvests/status/2018778583582289938)  2026-02-03T20:08Z 30K followers, [--] engagements


"@wealthmatica Im confused why its down"  
[X Link](https://x.com/Ashton_1nvests/status/2018798039679570363)  2026-02-03T21:25Z 30K followers, [----] engagements


"Yes that was an amazing report. Yes I love this stock. Yes I will be buying more"  
[X Link](https://x.com/Ashton_1nvests/status/2018799933873410450)  2026-02-03T21:33Z 30.1K followers, [----] engagements


"$META still looks extremely undervalued to me at these levels. Its one of the best businesses in the world with some of the most powerful social platforms ever built sitting right in its hands. My one real concern is CapEx spending hasnt come down much at all. That said I do trust Mark Zuckerberg to run the company and allocate capital with the long term in mind. https://twitter.com/i/web/status/2018811742588108930 https://twitter.com/i/web/status/2018811742588108930"  
[X Link](https://x.com/Ashton_1nvests/status/2018811742588108930)  2026-02-03T22:20Z 30.2K followers, [----] engagements


"@Mr_Derivatives Wow"  
[X Link](https://x.com/Ashton_1nvests/status/2018819892452139512)  2026-02-03T22:52Z 30K followers, [---] engagements


"What software company do you think the market is mispricing the most right now"  
[X Link](https://x.com/Ashton_1nvests/status/2018852007008731628)  2026-02-04T01:00Z 30.2K followers, 10K engagements


"@unknown_weaver Why not $ADBE"  
[X Link](https://x.com/Ashton_1nvests/status/2018865863466930549)  2026-02-04T01:55Z 30K followers, [---] engagements


"@TacticzH $UNH 👀👀"  
[X Link](https://x.com/Ashton_1nvests/status/2018867398678569051)  2026-02-04T02:01Z 30K followers, [---] engagements


"@nba_paint @cavs @JHarden13 Nice jersey swap"  
[X Link](https://x.com/Ashton_1nvests/status/2018869233409749302)  2026-02-04T02:08Z 30K followers, [---] engagements


"Im still holding $FUBO"  
[X Link](https://x.com/Ashton_1nvests/status/2018869472279568458)  2026-02-04T02:09Z 30.2K followers, [----] engagements


"@CarsonTalkMoney $AMZN is number one for me"  
[X Link](https://x.com/Ashton_1nvests/status/2018871449109619021)  2026-02-04T02:17Z 30K followers, [---] engagements


"@CarsonTalkMoney AWS and I think its more undervalued"  
[X Link](https://x.com/Ashton_1nvests/status/2018871754911785452)  2026-02-04T02:18Z 30K followers, [--] engagements


"@NoPainInvesting You might want to change your name to Investing WITH pain. All jokes man I wish you luck. You still holding $FUBO too"  
[X Link](https://x.com/Ashton_1nvests/status/2018874153840030051)  2026-02-04T02:28Z 30K followers, [----] engagements


"@HaterReport Hahha he called it now for the Cavs too"  
[X Link](https://x.com/Ashton_1nvests/status/2018875540443373872)  2026-02-04T02:33Z 30K followers, [---] engagements


"@HolySmokas Love $AMD"  
[X Link](https://x.com/Ashton_1nvests/status/2018879551779324292)  2026-02-04T02:49Z 30K followers, [----] engagements


"@CarsonTalkMoney Looks good man. Im keep an eye on $ADBE"  
[X Link](https://x.com/Ashton_1nvests/status/2018881174526214172)  2026-02-04T02:55Z 30K followers, [---] engagements


"Im curious Which stock would you rather buy $ADBE $NOW $ADBE $NOW"  
[X Link](https://x.com/Ashton_1nvests/status/2018883552226742461)  2026-02-04T03:05Z 30.1K followers, [----] engagements


"@retrax1678 Hahha. Whats your fav software stock"  
[X Link](https://x.com/Ashton_1nvests/status/2018883726416249258)  2026-02-04T03:06Z 30K followers, [--] engagements


"I didnt get $PYPL right. Thats part of investing. Ill win with: - $SOFI - $AMD - $AMZN - $ZETA - $OSCR"  
[X Link](https://x.com/Ashton_1nvests/status/2019078504554611103)  2026-02-04T16:00Z 30.1K followers, 14.2K engagements


"Tough week for my portfolio $SOFI and $AMD make up almost half of it and both companies have improved fundamentally even though the stock price hasnt caught up yet. Im long-term focused. Im not letting short-term noise or emotions ruin a solid plan. And honestly I went shopping today. Added more: - $SOFI - $AMD - $ZETA If you want full transparency you can follow my live portfolio for free on Blossom 👇 https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"  
[X Link](https://x.com/Ashton_1nvests/status/2019133942868119834)  2026-02-04T19:40Z 30.2K followers, 12.6K engagements


"@AverageDipBuyer Thats what Im saying"  
[X Link](https://x.com/Ashton_1nvests/status/2019148789492404476)  2026-02-04T20:39Z 30.2K followers, [----] engagements


"@AverageDipBuyer Love me some $SOFI here 😋😋"  
[X Link](https://x.com/Ashton_1nvests/status/2019149677640220774)  2026-02-04T20:42Z 30.1K followers, [---] engagements


"@Couch_Investor They do monetize when you lose the streak though 👀👀"  
[X Link](https://x.com/Ashton_1nvests/status/2019166247955333536)  2026-02-04T21:48Z 30.1K followers, [---] engagements


"$SNAP response to recent age restrictions: Q4 we implemented platform level age verification in Australia in accordance with a new law requiring users to be at least [--] years old resulting in the removal of approximately [------] accounts. We have since begun testing new signals from Apple's declared age range API and we plan to test Google's solution once it becomes available. While these actions may adversely affect engagement metrics as implementation progresses we remain committed to our long term goal of serving more than [--] billion global monthly active users"  
[X Link](https://x.com/Ashton_1nvests/status/2019172317314617794)  2026-02-04T22:12Z 30.2K followers, [----] engagements


"@realroseceline Whats net income"  
[X Link](https://x.com/Ashton_1nvests/status/2019182456394354977)  2026-02-04T22:53Z 30.1K followers, [---] engagements


"@realroseceline @aleabitoreddit At the end of the day its about the business and if they execute"  
[X Link](https://x.com/Ashton_1nvests/status/2019186549410111497)  2026-02-04T23:09Z 30.1K followers, [--] engagements


"@BoxLongs Are you still buying"  
[X Link](https://x.com/Ashton_1nvests/status/2019205411455557927)  2026-02-05T00:24Z 30.2K followers, [---] engagements


"@Mikebeenhere How bad"  
[X Link](https://x.com/Ashton_1nvests/status/2019205860963303818)  2026-02-05T00:26Z 30.1K followers, [----] engagements


"@robert_kroupa @Vance_Roberts5 Im staying away personally"  
[X Link](https://x.com/Ashton_1nvests/status/2019245022974279995)  2026-02-05T03:01Z 30.1K followers, [--] engagements


"Most investors say theyre long term until their stock drops 20%"  
[X Link](https://x.com/Ashton_1nvests/status/2019395586903142695)  2026-02-05T13:00Z 30.2K followers, 31.5K engagements


"I learned a lot about myself as an investor this week. I have taken losses before but never publicly like I did with $PYPL. That was not easy. Transparency has always been one of the goals with this account and my brand. I am going to share both the wins and the losses. Nobody goes 10/10 in investing. The goal is to learn improve and keep getting better over time. This journey is real and I am here to do it the right way. https://twitter.com/i/web/status/2019440889983098886 https://twitter.com/i/web/status/2019440889983098886"  
[X Link](https://x.com/Ashton_1nvests/status/2019440889983098886)  2026-02-05T16:00Z 30.2K followers, 11.1K engagements


"@Kafka7invest Yeah Im down on snap as well. Average cost is $7.21. Hbu"  
[X Link](https://x.com/Ashton_1nvests/status/2019491958746644966)  2026-02-05T19:22Z 30.2K followers, [--] engagements


"@realroseceline Long term is the game What stock have you held the longest"  
[X Link](https://x.com/Ashton_1nvests/status/2019494573861736732)  2026-02-05T19:33Z 30.2K followers, [---] engagements


"@realroseceline Nice"  
[X Link](https://x.com/Ashton_1nvests/status/2019495050775089274)  2026-02-05T19:35Z 30.2K followers, [---] engagements


"@BoxLongs This $SNAP price action is nasty today might have to add more. Average price is $7.21"  
[X Link](https://x.com/Ashton_1nvests/status/2019495765085941867)  2026-02-05T19:38Z 30.2K followers, [----] engagements


"@Kafka7invest @BoxLongs 🤣🤣"  
[X Link](https://x.com/Ashton_1nvests/status/2019498516675195072)  2026-02-05T19:49Z 30.2K followers, [--] engagements


"Yo can the markets take a [--] day weekend"  
[X Link](https://x.com/Ashton_1nvests/status/2019499000689524857)  2026-02-05T19:50Z 30.2K followers, [----] engagements


"@elneneloco813 Still"  
[X Link](https://x.com/Ashton_1nvests/status/2019528513578278988)  2026-02-05T21:48Z 30.2K followers, [---] engagements


"I am really glad I took profits on $HIMS back in October in the $50$60 range"  
[X Link](https://x.com/Ashton_1nvests/status/2019528613633396931)  2026-02-05T21:48Z 30.2K followers, [----] engagements


"@___freespeech Disagree"  
[X Link](https://x.com/Ashton_1nvests/status/2019534846436205041)  2026-02-05T22:13Z 30.2K followers, [---] engagements


"@RSxAI_News The thesis broke and it was down much further"  
[X Link](https://x.com/Ashton_1nvests/status/2019552018852085885)  2026-02-05T23:21Z 30.1K followers, [--] engagements


"@DarBeiderCharro Yeah Im not worried $SOFI and $AMD are 50% of my portfolio so the number doesnt surprise me"  
[X Link](https://x.com/Ashton_1nvests/status/2019570122776818130)  2026-02-06T00:33Z 30.2K followers, [---] engagements


"Red days dont change fundamentals. They just test conviction"  
[X Link](https://x.com/Ashton_1nvests/status/2019757977503482325)  2026-02-06T13:00Z 30.2K followers, [----] engagements


"My [--] favorite opportunities in the stock market RIGHT now 👀👇 The market feels uncomfortable. Sentiment is shaky. And thats exactly why these setups matter. These arent hype trades. These are businesses I believe are being mispriced right now. Lets get into it 🧵👇 [--]. $SOFI This is one of the most misunderstood stocks in the market. SoFi isnt just a bank. Its a full financial ecosystem. Lending tech platform deposits investing credit cards. The flywheel is real. Margins are improving and member growth keeps compounding. Yet the stock trades like growth is dead. When sentiment flips this one"  
[X Link](https://x.com/Ashton_1nvests/status/2019789055484125484)  2026-02-06T15:03Z 30.2K followers, 22.3K engagements


"4. $AMD AI isnt slowing down. Its broadening. AMD is no longer just the alternative. Its a real competitor across CPUs GPUs and data center acceleration. Execution has been strong. The roadmap is solid. And the valuation reset has created a much better risk/reward. You dont need perfection here. You need continued execution"  
[X Link](https://x.com/Ashton_1nvests/status/2019789070122328537)  2026-02-06T15:03Z 30.2K followers, [----] engagements


"5. $OSCR High risk. High reward. But also high misunderstanding. Oscar is reshaping how health insurance works. Tech-first data-driven focused on member experience and cost control. Profitability is improving. Medical loss ratios are moving the right way. Growth is still there. This one wont be smooth. But the upside is real if execution continues. https://twitter.com/i/web/status/2019789078238298322 https://twitter.com/i/web/status/2019789078238298322"  
[X Link](https://x.com/Ashton_1nvests/status/2019789078238298322)  2026-02-06T15:03Z 30.2K followers, [----] engagements


"@Vance_Roberts5 Thank you"  
[X Link](https://x.com/Ashton_1nvests/status/2019789875298640379)  2026-02-06T15:06Z 30.2K followers, [--] engagements


"@djv524 My entire portfolio is in blossom down to the %. The only stocks not in my main portfolio are $OSCR and $SNAP. But Ive made it known I own those as well. Yes a lot of my stocks are high Beta names"  
[X Link](https://x.com/Ashton_1nvests/status/2019790665995940282)  2026-02-06T15:09Z 30.2K followers, [---] engagements


"@prgnix What about $PLTR too"  
[X Link](https://x.com/Ashton_1nvests/status/2019791495247643108)  2026-02-06T15:13Z 30.2K followers, [--] engagements


"@darrelltalksfi Probably $FUBO"  
[X Link](https://x.com/Ashton_1nvests/status/2019792270296551856)  2026-02-06T15:16Z 30.1K followers, [---] engagements


"@MySportsUpdate Justin Herbert"  
[X Link](https://x.com/Ashton_1nvests/status/2019793374383931534)  2026-02-06T15:20Z 30.2K followers, [--] engagements


"@danielisdizzy Holy $DUOL"  
[X Link](https://x.com/Ashton_1nvests/status/2019795021747163470)  2026-02-06T15:27Z 30.2K followers, [---] engagements


"@DeepIceValue $UNH"  
[X Link](https://x.com/Ashton_1nvests/status/2019795255432823102)  2026-02-06T15:28Z 30.2K followers, [----] engagements


"@NBA @PelicansNBA 30"  
[X Link](https://x.com/Ashton_1nvests/status/2019796174660907308)  2026-02-06T15:31Z 30.1K followers, [--] engagements


"@nyknicks Grand theft Alvarado"  
[X Link](https://x.com/Ashton_1nvests/status/2019797123315925488)  2026-02-06T15:35Z 30.2K followers, [---] engagements


"@djv524 Of course I have higher beta names because I have a longer time horizon. But I also have stocks like $UNH $AMZN $GOOGL $CAKE"  
[X Link](https://x.com/Ashton_1nvests/status/2019802925066047733)  2026-02-06T15:58Z 30.2K followers, [---] engagements


"@ant_trading1 Nothing"  
[X Link](https://x.com/Ashton_1nvests/status/2019810174635217264)  2026-02-06T16:27Z 30.1K followers, [--] engagements


"If I loved buying $OSCR at [--] $ZETA at [--] and $SOFI at [--] why wouldnt I be buying them now The businesses havent broken. Theyve improved. Short-term price action DOES NOT change my long-term conviction"  
[X Link](https://x.com/Ashton_1nvests/status/2019848569411498478)  2026-02-06T19:00Z 30.2K followers, 14.5K engagements


"@fantstockleague Lots of $ZETA"  
[X Link](https://x.com/Ashton_1nvests/status/2019885920837828717)  2026-02-06T21:28Z 30.2K followers, [---] engagements


"Are you buying this dip or staying patient with cash"  
[X Link](https://x.com/Ashton_1nvests/status/2019939167220707832)  2026-02-07T01:00Z 30.2K followers, 12.6K engagements


"The Anthony Noto interview makes me want to go all in on $Sofi"  
[X Link](https://x.com/Ashton_1nvests/status/2019977771150401772)  2026-02-07T03:33Z 30.3K followers, 24.3K engagements


"@Timberwolves @MNUFC @jamesdrodriguez I miss him on Madrid"  
[X Link](https://x.com/Ashton_1nvests/status/2019985060695568784)  2026-02-07T04:02Z 30.2K followers, [---] engagements


"@Kalshi lol"  
[X Link](https://x.com/Ashton_1nvests/status/2019988867018076537)  2026-02-07T04:17Z 30.2K followers, [---] engagements


"AI is not going to kill great software companies. Its going to change the UI automate busywork and raise the bar. But the winners will be the same thing theyve always been: systems of record + distribution + workflow lock-in. 1/ The bear case you keep hearing: LLMs will replace apps. Youll just chat with an AI and never open software again. That fear is real (and its causing selloffs). But it misses one key thing https://twitter.com/i/web/status/2020163392397541823 https://twitter.com/i/web/status/2020163392397541823"  
[X Link](https://x.com/Ashton_1nvests/status/2020163392397541823)  2026-02-07T15:51Z 30.2K followers, [----] engagements


"2/ Enterprises dont pay for an app. They pay for outcomes like: - Compliance - Governance - Permissions - Audit trails - Reliability - Integrations - Uptime - Support - Security LLMs dont magically solve that"  
[X Link](https://x.com/Ashton_1nvests/status/2020163396583223619)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"3/ AI is powerful but it still needs: - Trusted data - Business rules - Approved actions - Workflows to execute Thats exactly what platforms like Adobe / Salesforce / ServiceNow already own. $ADBE $NOW $CRM"  
[X Link](https://x.com/Ashton_1nvests/status/2020163400219914668)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"5/ Another point people ignore: distribution. The biggest software companies already sit in front of millions of users every day. If AI becomes must-have the easiest path is: embed AI into existing workflows upsell expand contracts"  
[X Link](https://x.com/Ashton_1nvests/status/2020163409493578144)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"6/ $CRM (Salesforce) is a perfect example. Theyve pushed AI assistants/agents that work off your companys data with governance built in. And their AI/Data products have been scaling into $1B ARR territory"  
[X Link](https://x.com/Ashton_1nvests/status/2020163412375093503)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"7/ Heres the truth: If AI makes sellers more productive companies dont say: Cool cancel Salesforce. They say: Can Salesforce automate more of the pipeline support follow-ups and reporting Thats expansion"  
[X Link](https://x.com/Ashton_1nvests/status/2020163417810825672)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"8/ $NOW (ServiceNow) is literally built for this moment. Its workflow automation for the enterprise and now its embedding GenAI (Now Assist) into the flow of work. Theyve been guiding to strong subscription growth while highlighting AI momentum"  
[X Link](https://x.com/Ashton_1nvests/status/2020163422923432031)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"9/ The AI future in the enterprise isnt random agents everywhere. Its agents that are governed connected to workflows and auditable. Thats why ServiceNow keeps leaning into things like Now Assist + platform expansion"  
[X Link](https://x.com/Ashton_1nvests/status/2020163428741234880)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"10/ $ADBE (Adobe) is another one people misunderstand. AI doesnt replace creativity. It accelerates it. Adobe isnt ignoring AI theyre monetizing it through Firefly + Creative Cloud integration"  
[X Link](https://x.com/Ashton_1nvests/status/2020163433669488975)  2026-02-07T15:51Z 30.2K followers, [---] engagements


"13/ So what actually changes - Some features get commoditized - Some thin SaaS tools get pressured - Seat-based pricing may evolve But platforms with: data + workflow + distribution + governance dont disappear they absorb the change"  
[X Link](https://x.com/Ashton_1nvests/status/2020163445224812974)  2026-02-07T15:51Z 30.2K followers, [--] engagements


"14/ My bottom line: AI wont kill software. It will separate the real platforms from the feature apps. And companies like $ADBE $CRM $NOW are fighting from a position of strength. Not financial advice. https://twitter.com/i/web/status/2020163447900741648 https://twitter.com/i/web/status/2020163447900741648"  
[X Link](https://x.com/Ashton_1nvests/status/2020163447900741648)  2026-02-07T15:51Z 30.2K followers, [----] engagements


"@edgaralandough $AMD"  
[X Link](https://x.com/Ashton_1nvests/status/2020166726630142323)  2026-02-07T16:04Z 30.2K followers, [----] engagements


"@LAClippers @visitrwanda_now Dont let okc get a good pick bro"  
[X Link](https://x.com/Ashton_1nvests/status/2020171074072375537)  2026-02-07T16:21Z 30.2K followers, [--] engagements


"@JohnProv1 Dangggg yes they did"  
[X Link](https://x.com/Ashton_1nvests/status/2020201610732007731)  2026-02-07T18:22Z 30.2K followers, [--] engagements


"@3KComeback Yeah Im waiting for my investment tax forms"  
[X Link](https://x.com/Ashton_1nvests/status/2020201900512350223)  2026-02-07T18:24Z 30.2K followers, [--] engagements


"@growthrapidly How much further can they drop"  
[X Link](https://x.com/Ashton_1nvests/status/2020201949040374114)  2026-02-07T18:24Z 30.2K followers, [---] engagements


"@QualityInvest5 $ZETA on toppppp"  
[X Link](https://x.com/Ashton_1nvests/status/2020203142399602989)  2026-02-07T18:28Z 30.2K followers, [---] engagements


"@grok explained it a little better than I could. Here: PayPal is currently under investigation for potential violations of federal securities laws. This stems from a surprise CEO replacement on February [--] [----] (Alex Chriss was ousted due to the "pace of change and execution" not meeting board expectations) coinciding with disappointing Q4 and full-year [----] earnings results. The company reported adjusted EPS of $1.23 (missing estimates of $1.29) and revenue of $8.68 billion (missing $8.79 billion expected) while acknowledging that "execution has not been where it needs to be particularly in"  
[X Link](https://x.com/Ashton_1nvests/status/2020210325686268156)  2026-02-07T18:57Z 30.2K followers, [--] engagements


"@drakeisaW If $AMD dips Ill buy more. $NOW might be on the way"  
[X Link](https://x.com/Ashton_1nvests/status/2020215245227323859)  2026-02-07T19:17Z 30.2K followers, [---] engagements


"@QualityInvest5 That is crazy 🤣🤣 Dreaming of that PEG ratio🤣"  
[X Link](https://x.com/Ashton_1nvests/status/2020227714867929172)  2026-02-07T20:06Z 30.2K followers, [---] engagements


"@MidlClassMoney Nice"  
[X Link](https://x.com/Ashton_1nvests/status/2020228847430783174)  2026-02-07T20:11Z 30.2K followers, [--] engagements


"@StockSavvyShay Do you like $LMND at current prices"  
[X Link](https://x.com/Ashton_1nvests/status/2020228915869163596)  2026-02-07T20:11Z 30.2K followers, [---] engagements


"@MoInvestingHQ Bullish $AMD"  
[X Link](https://x.com/Ashton_1nvests/status/2020228980578845010)  2026-02-07T20:11Z 30.2K followers, [--] engagements


"@StockChaser_ Bullish on $ZETA"  
[X Link](https://x.com/Ashton_1nvests/status/2020230240451301526)  2026-02-07T20:16Z 30.2K followers, [---] engagements


"@Giannis_An34 @Kalshi What in the world"  
[X Link](https://x.com/Ashton_1nvests/status/2020230351654940830)  2026-02-07T20:17Z 30.2K followers, [---] engagements


"@Path2Betterment Not bad hbu"  
[X Link](https://x.com/Ashton_1nvests/status/2020230370957127691)  2026-02-07T20:17Z 30.2K followers, [---] engagements


"@WheelieInvestor $HOOD sucks anyways"  
[X Link](https://x.com/Ashton_1nvests/status/2020244520097706059)  2026-02-07T21:13Z 30.2K followers, [---] engagements


"My girlfriend is using $ADBE Lightroom in the car. Bullish $ADBE"  
[X Link](https://x.com/Ashton_1nvests/status/2020254755252236721)  2026-02-07T21:54Z 30.2K followers, [----] engagements


"@EndicottInvests Im pretty sure I followed you for $HIMS"  
[X Link](https://x.com/Ashton_1nvests/status/2020255510864580769)  2026-02-07T21:57Z 30.2K followers, [---] engagements


"@timeline_y04 I have a thread on $SNAP"  
[X Link](https://x.com/Ashton_1nvests/status/2020288597082140678)  2026-02-08T00:08Z 30.2K followers, [--] engagements


"Cash is a position. Most people forget that"  
[X Link](https://x.com/Ashton_1nvests/status/2020482754425839712)  2026-02-08T13:00Z 30.2K followers, [----] engagements


"Long-term investing doesnt have to be complicated. If my goal was to let time do the heavy lifting over the next decade these are the five companies Id feel comfortable owning through all the ups and downs. A thread🧵 1/ $SOFI SoFi is proving the model works. The company just delivered record quarterly revenue around $1B and meaningful GAAP profitability. Membership continues to scale hitting [----] million members while deposits have grown into the high $30B range giving them low-cost funding. Add in the platform and fee-based businesses and this is no longer just a lender story. Its shaping"  
[X Link](https://x.com/Ashton_1nvests/status/2020514903845650658)  2026-02-08T15:07Z 30.2K followers, 30.8K engagements


"2/ $AMZN Amazon remains one of the most powerful businesses ever built. In [----] it generated over $700B in revenue and roughly $80B in operating income. AWS alone produced well over $100B in annual sales while advertising continues to quietly expand. E-commerce cloud ads logistics and AI all reinforce each other making Amazon hard to bet against over a full decade"  
[X Link](https://x.com/Ashton_1nvests/status/2020514908023210055)  2026-02-08T15:07Z 30.2K followers, [----] engagements


"3/ $AMD AMD has transformed into a scaled semiconductor leader. Full-year revenue reached the mid-$30B range gross margins are around 50% and data center demand continues to accelerate. Between CPUs GPUs and AI accelerators AMD is gaining share in the most important compute markets. If AI and cloud spending continue to grow AMD should be a direct beneficiary. https://twitter.com/i/web/status/2020514910854365333 https://twitter.com/i/web/status/2020514910854365333"  
[X Link](https://x.com/Ashton_1nvests/status/2020514910854365333)  2026-02-08T15:07Z 30.2K followers, [----] engagements


"@edgaralandough Good ol $PYPL"  
[X Link](https://x.com/Ashton_1nvests/status/2020516648361275899)  2026-02-08T15:14Z 30.2K followers, [----] engagements


"@3KComeback Seahawks"  
[X Link](https://x.com/Ashton_1nvests/status/2020516695039697233)  2026-02-08T15:14Z 30.2K followers, [--] engagements


"@zoomyzoomm $ZETA"  
[X Link](https://x.com/Ashton_1nvests/status/2020517621607641213)  2026-02-08T15:18Z 30.2K followers, [---] engagements


"@TheStockerMan Very interesting"  
[X Link](https://x.com/Ashton_1nvests/status/2020517797516759118)  2026-02-08T15:19Z 30.2K followers, [---] engagements


"@YodaStockInvest $SOFI"  
[X Link](https://x.com/Ashton_1nvests/status/2020518133908345326)  2026-02-08T15:20Z 30.2K followers, [---] engagements


"@MrMikeInvesting Wheres $SOFI"  
[X Link](https://x.com/Ashton_1nvests/status/2020518256067444894)  2026-02-08T15:21Z 30.2K followers, [---] engagements


"@MMatters22596 $NOW"  
[X Link](https://x.com/Ashton_1nvests/status/2020518296320168075)  2026-02-08T15:21Z 30.2K followers, [---] engagements


"@MarketMatrixs $ZETA and $OSCR 👀👀"  
[X Link](https://x.com/Ashton_1nvests/status/2020518348392431859)  2026-02-08T15:21Z 30.2K followers, [---] engagements


"@JasonL_Capital $SOFI"  
[X Link](https://x.com/Ashton_1nvests/status/2020518553225437365)  2026-02-08T15:22Z 30.2K followers, [---] engagements


"@TheLongInvest $SOFI"  
[X Link](https://x.com/Ashton_1nvests/status/2020519029346099683)  2026-02-08T15:24Z 30.2K followers, [---] engagements


"@Volume_Stocks Fintech"  
[X Link](https://x.com/Ashton_1nvests/status/2020520179868815844)  2026-02-08T15:28Z 30.2K followers, [--] engagements


"@BitcoinTeacher_ $Sofi"  
[X Link](https://x.com/Ashton_1nvests/status/2020520705620656625)  2026-02-08T15:30Z 30.2K followers, [--] engagements


"@SHAQ Im hype"  
[X Link](https://x.com/Ashton_1nvests/status/2020551088366399813)  2026-02-08T17:31Z 30.2K followers, [--] engagements


"If youre building a portfolio for the long term you probably want growth stocks as part of the mix. These are my favorite growth names looking ahead: - $SOFI - $ZETA - $OSCR All three are early in their stories improving fundamentally and positioned for multi-year growth. Patience is key with names like these. https://twitter.com/i/web/status/2020573343968075982 https://twitter.com/i/web/status/2020573343968075982"  
[X Link](https://x.com/Ashton_1nvests/status/2020573343968075982)  2026-02-08T19:00Z 30.2K followers, [----] engagements


"JUST IN: Goldman Sachs says the market selloff is "not over yet" JUST IN: Goldman Sachs says the market selloff is "not over yet""  
[X Link](https://x.com/Ashton_1nvests/status/2020575615431442567)  2026-02-08T19:09Z 30.2K followers, [----] engagements


"@samsolid57 Not $HIMS"  
[X Link](https://x.com/Ashton_1nvests/status/2020577072419348920)  2026-02-08T19:14Z 30.2K followers, [---] engagements


"@TheRonnieVShow Dang $NOW"  
[X Link](https://x.com/Ashton_1nvests/status/2020578012148953254)  2026-02-08T19:18Z 30.2K followers, [---] engagements

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