# ![@DrewCohenMoney Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1991375588792389632.png) @DrewCohenMoney Drew Cohen

Drew Cohen posts on X about ai, business, if you, adobe the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1991375588792389632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1991375588792389632/c:line/m:interactions.svg)

- [--] Week [-------] +175%
- [--] Month [-------] +457%

### Mentions: [--] [#](/creator/twitter::1991375588792389632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1991375588792389632/c:line/m:posts_active.svg)

- [--] Week [--] +49%
- [--] Month [---] +66%

### Followers: [-----] [#](/creator/twitter::1991375588792389632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1991375588792389632/c:line/m:followers.svg)

- [--] Week [-----] +53%
- [--] Month [-----] +195%

### CreatorRank: [-------] [#](/creator/twitter::1991375588792389632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1991375588792389632/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  37% [technology brands](/list/technology-brands)  33% [finance](/list/finance)  23% [social networks](/list/social-networks)  3% [travel destinations](/list/travel-destinations)  2% [countries](/list/countries)  1% [exchanges](/list/exchanges)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[ai](/topic/ai) 22%, [business](/topic/business) 19%, [if you](/topic/if-you) 14%, [adobe](/topic/adobe) #160, [money](/topic/money) 9%, [servicenow](/topic/servicenow) #31, [$nflx](/topic/$nflx) #245, [$csu](/topic/$csu) #25, [$nvo](/topic/$nvo) #129, [$now](/topic/$now) #103

**Top accounts mentioned or mentioned by**
[@akl_019](/creator/undefined) [@spacemanzn](/creator/undefined) [@chitchatstocks](/creator/undefined) [@frankwangesq](/creator/undefined) [@alphasenseinc](/creator/undefined) [@ainativefirm](/creator/undefined) [@qualityinvest5](/creator/undefined) [@pandawatch88](/creator/undefined) [@ichlerne2](/creator/undefined) [@positiveinvst](/creator/undefined) [@wcguitarist](/creator/undefined) [@pronkdaniel](/creator/undefined) [@rojo_research](/creator/undefined) [@sjb987654321](/creator/undefined) [@reignots](/creator/undefined) [@niurn_writes](/creator/undefined) [@danielcdrolet](/creator/undefined) [@saynototrading](/creator/undefined) [@grok](/creator/undefined) [@e031125631895](/creator/undefined)

**Top assets mentioned**
[ServiceNow Inc (NOW)](/topic/servicenow) [Netflix Inc (NFLX)](/topic/$nflx) [Novo-Nordisk (NVO)](/topic/$nvo) [Now Coin (NOW)](/topic/$now) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coupang, Inc.  (CPNG)](/topic/$cpng) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Synopsys, Inc. (SNPS)](/topic/$snps) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [KLA Corp (KLAC)](/topic/$klac) [Salesforce Inc (CRM)](/topic/$crm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Let's do some math. Starlink is the most likely cash generator for them currently. If they get their planned 42k satellites in orbit they could support over 150mn home internet connections. This could be a $200bn a year business"  
[X Link](https://x.com/DrewCohenMoney/status/2010322925480497500)  2026-01-11T12:08Z [----] followers, [---] engagements


"At that point the design is still conceptual. It describes what the chip should do but not exactly how it will be built. To turn that idea into a physical chip every one of those building blocks needs to be broken down into the precise placement of billions of transistors"  
[X Link](https://x.com/DrewCohenMoney/status/2014754205131518141)  2026-01-23T17:36Z [----] followers, [---] engagements


"That process is handled by specialized design software from companies like Synopsys ( $SNPS ) and Cadence ( $CDNS ) Synopsys and Cadence are both known as EDA design tool makers or Electronic Design Automation"  
[X Link](https://x.com/DrewCohenMoney/status/2014754211133542671)  2026-01-23T17:36Z [----] followers, [---] engagements


"Broadcom ( $AVGO ) and Marvel ( $MRVL ) focus on custom-designed chips built to meet the specific needs of large customers like cloud providers. But a good chip is only half the story. Turning those designs into physical chips requires an entirely different set of companies"  
[X Link](https://x.com/DrewCohenMoney/status/2014754266771034335)  2026-01-23T17:37Z [----] followers, [---] engagements


"The next group is Wafer Fabrication Equipment Makers There are [--] companies in this group: [--]. ASML ( $ASML ) [--]. Applied Materials ( $AMAT ) [--]. Lam Research ( $LRCX ) [--]. KLA ( $KLAC )"  
[X Link](https://x.com/DrewCohenMoney/status/2014754275734253945)  2026-01-23T17:37Z [----] followers, [---] engagements


"$ASML builds the most advanced lithography machines in the world. They use EUV light to "draw" a pattern onto the silicon which is then "washed" away with special chemicals. What is left is a precise pattern. This pattern though needs material put on it to build the chip"  
[X Link](https://x.com/DrewCohenMoney/status/2014754303487922256)  2026-01-23T17:37Z [----] followers, [---] engagements


"This is where Applied Materials and Lam Research come in. $AMAT builds tools that add ultra-thin layers of material onto the wafer. $LRCX builds tools that remove material with extreme precision. By drawing patterns and adding and removing material over time it forms a chip"  
[X Link](https://x.com/DrewCohenMoney/status/2014754314485387614)  2026-01-23T17:37Z [----] followers, [---] engagements


"@DanielCDrolet Cadence Design is coming up first. AMD could be soon too Not that familiar with Rambus"  
[X Link](https://x.com/DrewCohenMoney/status/2014981401951740245)  2026-01-24T08:39Z [----] followers, [--] engagements


"$NFLX bulls how do you make the math work Core Netflix (pre WBD) With their current $11bn in profits that's 33x earnings. If we grow Netflix Core EBIT (pre-WBD) 15% annually that's $17bn in [--] years. That's 21x three year out earnings. If they can still grow double digits then maybe a 25x is fair. (8% annualized return after including about $30bn of [--] year cummulative cash flow) Is someone more bullish assuming mid-teens growth beyond [--] years (Here is what is implied in year 4) Growing 15% in year [--] means $2.5bn in incremental EBIT or $8.5bn in revenues. Mathematically the majority of this"  
[X Link](https://x.com/DrewCohenMoney/status/2016555061686776007)  2026-01-28T16:52Z [----] followers, 12.6K engagements


"@h_mvasconcellos At $11bn for [----] so $17bn would be [----] fy earnings"  
[X Link](https://x.com/DrewCohenMoney/status/2016600189214347770)  2026-01-28T19:52Z [----] followers, [---] engagements


"The more specific of a prediction you make the larger the room for error. This is most evident with stock movements on quarterly earnings"  
[X Link](https://x.com/DrewCohenMoney/status/2017238448084513194)  2026-01-30T14:08Z [----] followers, [---] engagements


"@PositiveInvst @airtable @zapier To be disrupted Have their financials already been impacted"  
[X Link](https://x.com/DrewCohenMoney/status/2017393437960769999)  2026-01-31T00:24Z [----] followers, [---] engagements


"Researching Adobe and guess who of all people is on their BoD If anyone knows anything about AI decimating a company it should be him"  
[X Link](https://x.com/DrewCohenMoney/status/2017726037782872567)  2026-01-31T22:25Z [----] followers, [----] engagements


"Coupang may be less followed than $CSU but it is undergoing a similar market sentiment shift This is like Meta's Cambridge Analytica period except the difference is consumers actually like Coupang. Going to make my next video on them (Adobe will come after) $CPNG is down at about -37% on the data leak The fear is that consumers will stop shopping on Coupang While we have ample history to show this is silly. Here is someone who manages hundreds of Coupang stores and says he saw zero dip H/T @AlphaSenseInc https://t.co/fgzUC5WJDT $CPNG is down at about -37% on the data leak The fear is that"  
[X Link](https://x.com/DrewCohenMoney/status/2018032635881402727)  2026-02-01T18:44Z [----] followers, [----] engagements


"If you see the stock price down so much and you don't understand the business you're going to let your emotions drive you. Which is why deep research is really critical to having confidence in the actual positions you hold"  
[X Link](https://x.com/DrewCohenMoney/status/2019871286030221758)  2026-02-06T20:30Z [----] followers, [----] engagements


"Decided to research *two* new companies next First will be ServiceNow The second is also a software name going to have to wait for the reveal BUT first Adobe will be released TOMORROW (YouTube link in bio) What company should I research for my next videos Btw Adobe is filmed and dropping Saturday. Already released $CSU $NFLX $CPNG $NVO $CDNS $CRWV and SpaceX Comment if you want a different company. What company should I research for my next videos Btw Adobe is filmed and dropping Saturday. Already released $CSU $NFLX $CPNG $NVO $CDNS $CRWV and SpaceX Comment if you want a different company"  
[X Link](https://x.com/DrewCohenMoney/status/2019921744283459716)  2026-02-06T23:50Z [----] followers, [----] engagements


"Agree I think the AI would have to get to the point that a business owner is basically replacing jobs with the AI and so the retraining point is mute or worth the hassle. And it will probably be newer businesses that are built this way rather than old ones that downsize and transform https://twitter.com/i/web/status/2020188328788971569 https://twitter.com/i/web/status/2020188328788971569"  
[X Link](https://x.com/DrewCohenMoney/status/2020188328788971569)  2026-02-07T17:30Z [----] followers, [---] engagements


"If you liked this you would love my newsletter I teach investing business and personal finance in a clear and simple way so you can understand how money really works. Join below so you don't miss the next update 👇 https://drew-cohen-media.kit.com/3e3187e707 https://drew-cohen-media.kit.com/3e3187e707"  
[X Link](https://x.com/DrewCohenMoney/status/2020188474867912729)  2026-02-07T17:30Z [----] followers, [---] engagements


"Pretty wild cohort growth. [----] customers grew at an annualized 295% () Even recent customers still are growing 50% However with total rev growth of 20% this suggest initial contracts are very small Researching $NOW for the next video / Five Minute Money newsletter"  
[X Link](https://x.com/DrewCohenMoney/status/2020208183478997141)  2026-02-07T18:48Z [----] followers, [----] engagements


"2) Replaced the software/ use cases with AI and Agents is feasible but maintaining that business is another ball game Do they want to devote resources to maintaining in-house created Software"  
[X Link](https://x.com/DrewCohenMoney/status/2020243630099951691)  2026-02-07T21:09Z [----] followers, [----] engagements


"$NOW CEO Bill McDermott's dreams include trading at a 33x sales multiple"  
[X Link](https://x.com/DrewCohenMoney/status/2020270137505640837)  2026-02-07T22:55Z [----] followers, [----] engagements


"There is a certian irony to the fact that investors are worried about AI created apps threatning ServiceNow But one of the biggest things holding back greater AI adoption is that there can be bugs in AI created apps And $NOW is the one who is supposed to catch IT errors and fix them So if you rip out $NOW for AI created apps and there is a bug. how do you fix it and monitor it You'd have to replicate ServiceNow's IT Service Management and IT Operations Management and hope that it works. https://twitter.com/i/web/status/2020295099654263194 https://twitter.com/i/web/status/2020295099654263194"  
[X Link](https://x.com/DrewCohenMoney/status/2020295099654263194)  2026-02-08T00:34Z [----] followers, [----] engagements


"@ainativefirm Does this only hold true if you are a large enterprise that can get OpenAI's or Anthropics FDEs Also how true is the assumption today that "it just works" Or is that more of an aspiration"  
[X Link](https://x.com/DrewCohenMoney/status/2020302692627935275)  2026-02-08T01:04Z [----] followers, [---] engagements


"@ainativefirm Great article btw. The AI is still using the middleware though Thinking for a company like ServiceNow won't the AI stil need to use them So maybe they don't become a platform that the AI is "containing the AI" their integration advantage fades but they still exist"  
[X Link](https://x.com/DrewCohenMoney/status/2020305144211271882)  2026-02-08T01:14Z [----] followers, [---] engagements


"If you liked this you would love my newsletter I teach investing business and personal finance in a clear and simple way so you can understand how money really works. Join below so you don't miss the next update 👇 https://drew-cohen-media.kit.com/3e3187e707 https://drew-cohen-media.kit.com/3e3187e707"  
[X Link](https://x.com/DrewCohenMoney/status/2020309231488938200)  2026-02-08T01:30Z [----] followers, [----] engagements


"If you liked this you would love my newsletter I teach investing business and personal finance in a clear and simple way so you can understand how money really works. Join below so you don't miss the next update 👇 https://drew-cohen-media.kit.com/3e3187e707 https://drew-cohen-media.kit.com/3e3187e707"  
[X Link](https://x.com/DrewCohenMoney/status/2020392265798078701)  2026-02-08T07:00Z [----] followers, [---] engagements


"@SayNoToTrading Right but is it just marketing haha"  
[X Link](https://x.com/DrewCohenMoney/status/2020535461111025811)  2026-02-08T16:29Z [----] followers, [---] engagements


"@WCguitarist Right but if they lose their enterprise customers that could be a good portion of the business"  
[X Link](https://x.com/DrewCohenMoney/status/2020535835574030559)  2026-02-08T16:30Z [----] followers, [--] engagements


"VP of IT at a large Enterprises notes that cutting costs isn't as imporant as improving service If an AI-created softwares value prop is just cheaper they aren't that focused on it as improving # of tickets that can be closed Good news for $NOW @AlphaSenseInc"  
[X Link](https://x.com/DrewCohenMoney/status/2020536516510941594)  2026-02-08T16:33Z [----] followers, [----] engagements


"@SpacemanZN @grok Thats half their business still and not all enterprises use the other functionality"  
[X Link](https://x.com/DrewCohenMoney/status/2020536815397327025)  2026-02-08T16:34Z [----] followers, [--] engagements


"@E031125631895 I dont give recommendations but will share all my research in my video next week"  
[X Link](https://x.com/DrewCohenMoney/status/2020537186400043484)  2026-02-08T16:36Z [----] followers, [--] engagements


"@richard_hurtz87 @AlphaSenseInc I dont give recommendation but will release all of my research in my video next week"  
[X Link](https://x.com/DrewCohenMoney/status/2020567993533518017)  2026-02-08T18:38Z [----] followers, [--] engagements


"Expert call interview with tech consultant praises Palantir while throwing doubt on legacy SaaS like SaleForces product $CRM $PLTR @AlphaSenseInc"  
[X Link](https://x.com/DrewCohenMoney/status/2020601805001175496)  2026-02-08T20:53Z [----] followers, [----] engagements


"@richard_hurtz87 @AlphaSenseInc Haha"  
[X Link](https://x.com/DrewCohenMoney/status/2020709136279961785)  2026-02-09T03:59Z [----] followers, [--] engagements


"@cygnushedge How does AI crush it though New software apps Or no software apps and just agents Why cant they sell the excess Azure capacity to a different AI provider"  
[X Link](https://x.com/DrewCohenMoney/status/2021062983594672409)  2026-02-10T03:25Z [----] followers, [---] engagements


"@steady_profits Isnt that just a matter of losing future growth opportunities I dont see how it impacts existing revenues"  
[X Link](https://x.com/DrewCohenMoney/status/2021241059544531061)  2026-02-10T15:13Z [----] followers, [---] engagements


"Stock price falls This company is being disrupted How are they being disrupted Obviously by AI have you seen their stock price *sigh*"  
[X Link](https://x.com/DrewCohenMoney/status/2022048271859060853)  2026-02-12T20:40Z [----] followers, 12.3K engagements


"http://x.com/i/article/2021946014790209536 http://x.com/i/article/2021946014790209536"  
[X Link](https://x.com/DrewCohenMoney/status/2022326933141196900)  2026-02-13T15:08Z [----] followers, 102.5K engagements


"What SaaS business do you think is actually threatened by AI Are there any that are *clearly* going to be displaced"  
[X Link](https://x.com/DrewCohenMoney/status/2017305477944906121)  2026-01-30T18:34Z [----] followers, 15.2K engagements


"http://x.com/i/article/2018266089814208512 http://x.com/i/article/2018266089814208512"  
[X Link](https://x.com/DrewCohenMoney/status/2018340318777573468)  2026-02-02T15:06Z [----] followers, 89.4K engagements


"Enjoyed this conversaton thanks for having me TALKING BILLIONS: @DrewCohenMoney: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss Sponsored by @TenzingMEMO the AI-powered market intelligence platform. Code BILLIONS: extended trial + 10% off. Drew breaks down https://t.co/JWLZ5qAEZR TALKING BILLIONS: @DrewCohenMoney: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss Sponsored by @TenzingMEMO the AI-powered market intelligence platform. Code BILLIONS: extended trial + 10%"  
[X Link](https://x.com/DrewCohenMoney/status/2018392227035402414)  2026-02-02T18:33Z [----] followers, [----] engagements


"Adobe down another -7% Now down 55% from peak The AI risk is very misunderstood *Dropping a new video on them Saturday* Make sure you subscribe to the YouTube channel to get alerted (link in bio)"  
[X Link](https://x.com/DrewCohenMoney/status/2018749821340037307)  2026-02-03T18:13Z [----] followers, [----] engagements


"Five Minute Money readers today got a (free) analysis of Netflix stock. If you want to get it to go to DrewCohenMoney(dot)com and sign-up now We've written up $UBER $NFLX $CDNS $NVO $DUOL $CRWV $CSU with $ADBE coming out soon"  
[X Link](https://x.com/DrewCohenMoney/status/2019796070344311026)  2026-02-06T15:31Z [----] followers, [----] engagements


"3) ServiceNow likely to be kept for a while but the pricing model is changing and wonders if that will leaad to pricing pressure All of these remain open questions and an investor will need to take an opinion on these"  
[X Link](https://x.com/DrewCohenMoney/status/2020243631932834053)  2026-02-07T21:09Z [----] followers, [----] engagements


"Bill McDermott's rule of [--] is really [--]. He uses FCF margin which doesn't include their massive SBC expense. On EBIT margin (which is typical) it is really [--]. Lagging the "Rule of 40""  
[X Link](https://x.com/DrewCohenMoney/status/2020554080247316763)  2026-02-08T17:43Z [----] followers, [----] engagements


"Some latest thoughts on $CSU and SaaS PLUS a bonus rant on why the dating app business sucks / introduce the idea of Point of Monetization New Dialogue Podcast Released In this episode we discuss: 🔹 $CSU 🔹 The SaaS sell off 🔹 Why dating apps are such bad businesses Listen below 👇 https://t.co/PB6DQ75E1E New Dialogue Podcast Released In this episode we discuss: 🔹 $CSU 🔹 The SaaS sell off 🔹 Why dating apps are such bad businesses Listen below 👇 https://t.co/PB6DQ75E1E"  
[X Link](https://x.com/DrewCohenMoney/status/2021250793836269797)  2026-02-10T15:51Z [----] followers, [----] engagements


"@frankwangesq When you talk about the software business are your referring to the PaaS layer within Azure or the [---] suite"  
[X Link](https://x.com/DrewCohenMoney/status/2021258614732706229)  2026-02-10T16:23Z [----] followers, [---] engagements


"@frankwangesq Tailwind for infrastructure usage but not the PaaS layer right because AI agents dont require that Still seems odd to me it was cheaper to build software in house than buy it though"  
[X Link](https://x.com/DrewCohenMoney/status/2021307370308239421)  2026-02-10T19:36Z [----] followers, [---] engagements


"By popular vote The ServiceNow video will be released tomorrow (YT channel in bio) What company should I research for my next videos Btw Adobe is filmed and dropping Saturday. Already released $CSU $NFLX $CPNG $NVO $CDNS $CRWV and SpaceX Comment if you want a different company. What company should I research for my next videos Btw Adobe is filmed and dropping Saturday. Already released $CSU $NFLX $CPNG $NVO $CDNS $CRWV and SpaceX Comment if you want a different company"  
[X Link](https://x.com/DrewCohenMoney/status/2021432605086974227)  2026-02-11T03:54Z [----] followers, [----] engagements


"@PronkDaniel Yup Narrative follows the price"  
[X Link](https://x.com/DrewCohenMoney/status/2022067584989040646)  2026-02-12T21:57Z [----] followers, [---] engagements


"@QualityInvest5 Assume there are [---] different ways that could play out. Make a decision that is the best for the most of those potentials"  
[X Link](https://x.com/DrewCohenMoney/status/2022092563386445852)  2026-02-12T23:36Z [----] followers, [---] engagements


"@Rojo_Research Im not sure It depends if people start the journey in chat instead of booking Right now the experience in chat is very poor When it improves is it taking from direct or from search Dont think the answer is clear"  
[X Link](https://x.com/DrewCohenMoney/status/2022153906919551356)  2026-02-13T03:40Z [----] followers, [--] engagements


"@aceboy8844 @pandawatch88 Taobao still monetizes through advertising (actually free to list) so they want to be able to monetize the listings shown to the consumer Which btw AI is going to need to monetize too and Booking would be happy to pay for that sponsored slot instead of Google"  
[X Link](https://x.com/DrewCohenMoney/status/2022182011361014215)  2026-02-13T05:32Z [----] followers, [--] engagements


"Yeah in theory but in practice I dont know that an AI agent is going to crawl the entire web to search for a hotel room and a lot of the time small hotels dont even have live inventory that is searchable It makes sense that you plug into a provider that already integrates with the hotel and can also complete the transaction https://twitter.com/i/web/status/2022181580387823816 https://twitter.com/i/web/status/2022181580387823816"  
[X Link](https://x.com/DrewCohenMoney/status/2022181580387823816)  2026-02-13T05:30Z [----] followers, [--] engagements


"@InsiderHawk @PronkDaniel Idk that Id put those two in the same bucket The user lock on Adobe is more imo than Duol"  
[X Link](https://x.com/DrewCohenMoney/status/2022344771759722596)  2026-02-13T16:19Z [----] followers, [--] engagements


"$NVO down -14% Perfect time to read this https://t.co/VHfdtbUjWG https://t.co/VHfdtbUjWG"  
[X Link](https://x.com/DrewCohenMoney/status/2018740435561390238)  2026-02-03T17:36Z [----] followers, 61.7K engagements


"What's the strongest bear case you can make against $MSFT"  
[X Link](https://x.com/DrewCohenMoney/status/2021037889396801870)  2026-02-10T01:45Z [----] followers, 24.7K engagements


"Trying to understand hyperscaler's cloud risk for $MSFT $AMZN and $GOOG by looking at a counterfactual. I don't know what to make of this fact but China has never had a very profitable public cloud business. Can anyone explain why The only answers I get are: 1) more competitve (is it though) 2) more is still done on paper so less demand (idk if that's true) 3) there is less stickiness on the PaaS layer and most just engage public cloud providers for IaaS (I don't get what they are doing for PaaS then or if somehow you can inefficiently interact with the infrastructure without PaaS) The key"  
[X Link](https://x.com/DrewCohenMoney/status/2021260989765910800)  2026-02-10T16:32Z [----] followers, 16.6K engagements


"When you say terminal value risk you mean the risk the market will see a risk in [--] years that is more credible than today right But the reason it is down is because people are worried about how sustainable the business model is long-term so isnt this just another way of saying AI risk https://twitter.com/i/web/status/2022048678668836881 https://twitter.com/i/web/status/2022048678668836881"  
[X Link](https://x.com/DrewCohenMoney/status/2022048678668836881)  2026-02-12T20:42Z [----] followers, [----] engagements


"The weird thing about the AI risk is that a lot of businesses that traditionally have uncorrelated risks now share a common tail risk with "AI" Microsoft Booking Adobe S&P Global Constellation Software Duolingo CBRE London Stock Exchange Are all VERY different businesses but now many investors see a common AI risk in all of them. I am not saying I agree but there is at least some small probability of AI adversely impacting these businesses. And it is atypical for a tail risk to potentially impact such a wide variety of businesses. Although I by and large think AI fears are overblown for many"  
[X Link](https://x.com/DrewCohenMoney/status/2022447439396126729)  2026-02-13T23:06Z [----] followers, [----] engagements


"Partner at a consulting firm that helps companies implement software had this to say on AI and $NOW 1) There is experimentation to see if AI can replace software that is simpler without needing to pay ServiceNow for all their "bells and whistles""  
[X Link](https://x.com/DrewCohenMoney/status/2020243628153881069)  2026-02-07T21:09Z [----] followers, 83.2K engagements


"http://x.com/i/article/2020669754193981440 http://x.com/i/article/2020669754193981440"  
[X Link](https://x.com/DrewCohenMoney/status/2020894676035743863)  2026-02-09T16:16Z [----] followers, 27.7K engagements


"A lot of investors are worried AI will replace Software but. for a lot of Software companies their competitive advantages lie not in the code but in the distribution network effects and the fact that it is embedded in work flows. Take Adobe. Their stock is down 57% from it's all-time high but is AI really that formidable of a risk Their revenues are up 10% y/y and they started incorporating AI into their products. Yet the market is assigning them a 14x free cash flow multiple. A valuation typically granted to stocks that are thought to be done growing forever. So whats actually going on here"  
[X Link](https://x.com/DrewCohenMoney/status/2020971467530539251)  2026-02-09T21:22Z [----] followers, 32.7K engagements


"Not gonna lie Perfect timing for a $NOW stock analysis video to drop Releasing in [--] hours (YouTube channel in bio)"  
[X Link](https://x.com/DrewCohenMoney/status/2021660849375735848)  2026-02-11T19:01Z [----] followers, [----] engagements


"So $BKNG trades at 18x trailing FCF because AI agents are going to figure out how to book the boutique hotel with [--] rooms in Lyon whose website hasn't been updated since 2012"  
[X Link](https://x.com/DrewCohenMoney/status/2021989387308085492)  2026-02-12T16:46Z [----] followers, 44.5K engagements


"Can you source Booking already has a partnership with Booking They may try to bring more function into the chat app but I don't believe they are going to actually be the ones to cobble the thousands of integrations together needed to get full inventory and payment. especially given Booking already does (and is fine paying for sponsored ads to get placement on their platform. gives them a new avenue to acquire customers outside of Search) https://openai.com/index/booking-com/ https://openai.com/index/booking-com/"  
[X Link](https://x.com/DrewCohenMoney/status/2022145390070690235)  2026-02-13T03:06Z [----] followers, [---] engagements


"$MSFT trades at 25x trailing earnings. Which is cheaper than Nike or Wal-Mart. How does that make sense Either it doesn't make sense. or they are significantly overearning. TOMORROW I will drop a video on Microsoft and explore both possibilities"  
[X Link](https://x.com/DrewCohenMoney/status/2022354520580473081)  2026-02-13T16:57Z [----] followers, 10.4K engagements


"What video should I do a deep dive on next Microsoft will be dropped tomorrow. We already did Adobe ServiceNow Netflix Uber Constellation Software Cadence CoreWeave SpaceX Coupang & Novo Nordisk S&P Global Intuit Meta Booking S&P Global Intuit Meta Booking"  
[X Link](https://x.com/DrewCohenMoney/status/2022386524206363084)  2026-02-13T19:04Z [----] followers, [----] engagements


"What company should I research for my next videos Btw Adobe is filmed and dropping Saturday. Already released $CSU $NFLX $CPNG $NVO $CDNS $CRWV and SpaceX Comment if you want a different company. Microsoft ServiceNow S&P Global TransDigm Microsoft ServiceNow S&P Global TransDigm"  
[X Link](https://x.com/DrewCohenMoney/status/2019516504933560620)  2026-02-05T21:00Z [----] followers, 10.6K engagements


"My bad. Forgot that OpenAI is going to need $100bns in profits to rationalize their valuation and is going to start by copying Booking's integrations becoming a merchant of record rolling out a loyalty program in order to win. The $8bn profit pool that is Booking So $BKNG trades at 18x trailing FCF because AI agents are going to figure out how to book the boutique hotel with [--] rooms in Lyon whose website hasn't been updated since [----] So $BKNG trades at 18x trailing FCF because AI agents are going to figure out how to book the boutique hotel with [--] rooms in Lyon whose website hasn't been"  
[X Link](https://x.com/DrewCohenMoney/status/2021998940955308464)  2026-02-12T17:24Z [----] followers, 10.1K engagements


"Talks about the dynamics of AI Ultimately it comes down to whether AI is commoditized So far it seems like yes This is one of the best things I've read on the competitive dynamics of AI from a CEO. It comes from Airbnb CEO Brian Chesky on their just released 4Q25 earnings call. * "I think these chatbot platforms are going to be very similar to search. They're going to be really good https://t.co/V5L9OMvCHo This is one of the best things I've read on the competitive dynamics of AI from a CEO. It comes from Airbnb CEO Brian Chesky on their just released 4Q25 earnings call. * "I think these"  
[X Link](https://x.com/DrewCohenMoney/status/2022155380865085736)  2026-02-13T03:46Z [----] followers, [----] engagements


"Who wants to do it 👀"  
[X Link](https://x.com/DrewCohenMoney/status/2022522025445859383)  2026-02-14T04:03Z [----] followers, [----] engagements


"Todays Five Minute Money is a case study on traditional retail We explore: 🔹 Why traditional retail is hard (its not what you think) 🔹 How Zara built a totally different business 🔹 Why Shein is really an evolution of Zaras model Find it below"  
[X Link](https://x.com/DrewCohenMoney/status/2014714161457217948)  2026-01-23T14:57Z [---] followers, [----] engagements


"If you've followed the markets over the last two years you've probably noticed one thing: Every company is now an "AI company." However many of the biggest enablers of AI don't get that much attention. Here are [--] businesses that secretly enable AI. A short 🧵"  
[X Link](https://x.com/DrewCohenMoney/status/2014754089712623697)  2026-01-23T17:36Z [---] followers, 13.5K engagements


"Think of these as building blocks. These blocks can be arranged and connected in different ways to create an entire chip. Over time certain arrangements proved so useful they became the standard. This is where companies like Arm comes in"  
[X Link](https://x.com/DrewCohenMoney/status/2014754187347693969)  2026-01-23T17:36Z [---] followers, [---] engagements


"$ARM designs and licenses these proven designs. Chip designers then take those blueprints and decide how many to use how fast they should run how much power they can consume"  
[X Link](https://x.com/DrewCohenMoney/status/2014754197233598519)  2026-01-23T17:36Z [---] followers, [---] engagements


"$TSMC doesn't have its own chip designs unlike Intel and Samsung. Intel and Samsung both have their own foundries and design their own chips which compete with other chip designers. $TSMC just focuses on manufacturing chips regardless of who designed them"  
[X Link](https://x.com/DrewCohenMoney/status/2014754366809415981)  2026-01-23T17:37Z [---] followers, [---] engagements


"That focus has allowed $TSMC to steadily gain volume over time. Higher volume in turn let $TSMC scale its operations further and when combined with an improving yields allows the company to charge more per wafer while still delivering a lower cost per working chip"  
[X Link](https://x.com/DrewCohenMoney/status/2014754374656938414)  2026-01-23T17:37Z [---] followers, [---] engagements


"One of the hardest businesses in the world is a clothing retailer. They go bankrupt so often theres industry lingo for it. Chapter [--] a retailer that goes through Chapter [--] twice. So the question is: Why are traditional apparel retailers so fragile and how did Zara build a $200 billion business with software-like margins And how did Shein take the same idea and push it even further Lets break it down 👇 The Traditional Retailer Model A traditional apparel retailer sells clothes. Mostly through physical stores. They design a seasonal assortment. They place orders with manufacturers. The"  
[X Link](https://x.com/DrewCohenMoney/status/2015841292094181724)  2026-01-26T17:36Z [---] followers, [----] engagements


"If you liked this you would love my newsletter I teach investing business and personal finance in a clear and simple way so you can understand how money really works. Join below so you don't miss the next update 👇 https://drew-cohen-media.kit.com/3e3187e707 https://drew-cohen-media.kit.com/3e3187e707"  
[X Link](https://x.com/DrewCohenMoney/status/2016111566941237434)  2026-01-27T11:30Z [---] followers, [---] engagements


"@thedarkonexx Yeah it is although you cant really know between user growth and pricing It still suggest though that if they do really dominate streaming that they could hit that lever more in the far future (Like how linear tv would regularly extract more pricing)"  
[X Link](https://x.com/DrewCohenMoney/status/2016227650193502345)  2026-01-27T19:11Z [---] followers, [--] engagements


"@ErnestWongBWM Yeah thats the best push back So assume 80% incremental (if all from pricing) And then youre looking at a 7% price hike translating to 15% EBIT growth How often can they take that pricing"  
[X Link](https://x.com/DrewCohenMoney/status/2016601062376165428)  2026-01-28T19:55Z [---] followers, [---] engagements


"@StoaCap @ErnestWongBWM What is peak pricing fo ad-free $40/mo"  
[X Link](https://x.com/DrewCohenMoney/status/2016622843321340321)  2026-01-28T21:22Z [---] followers, [---] engagements


"I mentioned advertising in the context of HBO arpu growth Yeah there is an ad inventory opportunity tooits *sorta* the same as pricing though because it ultimately increases the ARPU as well Where is the operating leverage coming from if its not increasing ARPUs Agreed on gaming but not sure how big of an element it is yet or will be https://twitter.com/i/web/status/2017026362801094856 https://twitter.com/i/web/status/2017026362801094856"  
[X Link](https://x.com/DrewCohenMoney/status/2017026362801094856)  2026-01-30T00:05Z [---] followers, [---] engagements


"@CapexAndChill Yes I get that but content spend has been stable for the last [--] years Idk that they are saving in the ad tech stack if anything it sounds like they are spending more there but it should result in more ad slots filled"  
[X Link](https://x.com/DrewCohenMoney/status/2017064027256737969)  2026-01-30T02:35Z [---] followers, [--] engagements


"Thats a long process and takes a lot of investment to continue to improve it (see quote from Greg Peters a week ago below in AdExchanger) Also any revenue MSFT made wouldnt show up on Netflixs P&L. That is reported net Im not saying its a not smart long term move but just in the context of operating leverage it by and large is still just captured by an increase in ARPU"  
[X Link](https://x.com/DrewCohenMoney/status/2017091197190422998)  2026-01-30T04:23Z [---] followers, [--] engagements


"Thinking of recording a video on Adobe next. Thoughts Comment below if you want a different one instead (or could be for a future one in addition to Adobe) Interested in looking at some software names now Yes do it Meh Yes do it Meh"  
[X Link](https://x.com/DrewCohenMoney/status/2017277002705998240)  2026-01-30T16:41Z [---] followers, [----] engagements


"@Value_wizard Intuits accounting confused me last I looked at them. Microsoft is very tough to do in a weekend"  
[X Link](https://x.com/DrewCohenMoney/status/2017325062102380687)  2026-01-30T19:52Z [---] followers, [--] engagements


"In total they are run-rating $18bn in revenues. However their last private valuation was at $800 billion and they are rumored to want to IPO at $1.5 trillion That is a whopping 83x sales. While their engineering feats are no doubt impressive how can that be justified"  
[X Link](https://x.com/DrewCohenMoney/status/2010322919105171645)  2026-01-11T12:08Z [----] followers, [---] engagements


"Next comes the chip designers. The chip designers are the ones who actually use the design tools to make designs. They decide: how the building blocks are arranged what the chip should be optimized for which tasks it should perform best"  
[X Link](https://x.com/DrewCohenMoney/status/2014754236182020492)  2026-01-23T17:36Z [----] followers, [---] engagements


"Some designs prioritize performance. Some prioritize energy efficiency. Others are built to excel at specific workloads like AI training or inference. This is where companies like Nvidia AMD Broadcom and Marvell come in"  
[X Link](https://x.com/DrewCohenMoney/status/2014754245820506393)  2026-01-23T17:36Z [----] followers, [---] engagements


"$NVDA designs chips that are optimized for a type of computation that happens to be especially well-suited for AI models. $AMD historically was focused on competing with Intel in CPUs but has since expanded heavily into designing chips for AI workloads as well"  
[X Link](https://x.com/DrewCohenMoney/status/2014754256037851490)  2026-01-23T17:37Z [----] followers, [---] engagements


"Throughout this process KLA ( $KLA ) machines inspect the wafer after each step Scanning for defects that are too small to see and catching problems before thousands of chips are ruined"  
[X Link](https://x.com/DrewCohenMoney/status/2014754323431895436)  2026-01-23T17:37Z [----] followers, [---] engagements


"Researching $NFLX for the next [--] Minute Money Haven't heard much about what Netflix could potentially do in Experiences/ Parks Learned Warner Bros has a theme park already in Abu Dhabi and [--] "Studio Tours Experiences" in London and Tokyo already"  
[X Link](https://x.com/DrewCohenMoney/status/2015517571215401316)  2026-01-25T20:10Z [----] followers, [----] engagements


"Every $1 Netflix raises prices can increase market value by $78 billion. This $1 increase in ARPU translates into $3.1 billion in earnings. New post and video out on Netflix soon $NFLX"  
[X Link](https://x.com/DrewCohenMoney/status/2016208668732354619)  2026-01-27T17:56Z [----] followers, [----] engagements


"A successful investor can be one who diversifies a lot or a little but it will always be someone who matches risk of impairment of capital with the number of independent investments they make"  
[X Link](https://x.com/DrewCohenMoney/status/2017979347076780259)  2026-02-01T15:12Z [----] followers, [----] engagements


"If you liked this you would love my newsletter I teach investing business and personal finance in a clear and simple way so you can understand how money really works. Join below so you don't miss the next update 👇 https://drew-cohen-media.kit.com/3e3187e707 https://drew-cohen-media.kit.com/3e3187e707"  
[X Link](https://x.com/DrewCohenMoney/status/2017991470125298033)  2026-02-01T16:00Z [----] followers, [---] engagements


"Let's say the Warner Bros deal goes through Does it make more sense to look at Netflix on a market cap or EV basis My personal opinion--which I know is academically wrong-- is to look at it on an EV basis BUT also include interest expense in earnings The idea would be to get a sense of owner earnings to the enterprise not just the equity My general thinking is that having debt does impact BOTH the balance sheet and income statement It doesn't make sense to me to not include the interest expense in the earnings and it doesn't make sense to not take into account debt in the valuation (although"  
[X Link](https://x.com/DrewCohenMoney/status/2018044411104694456)  2026-02-01T19:30Z [----] followers, [----] engagements


"Owners earnings typically is distributable cash but theres no set definition The other methods seem very theoretical (like increasing the discount rate for the debt) If you were going to own 100% of this business wouldnt you want your cash flow calculation to include the $3bn in debt you are paying a year"  
[X Link](https://x.com/DrewCohenMoney/status/2018124770316087419)  2026-02-02T00:50Z [----] followers, [--] engagements


"Also recored a video on $NVO if prefer watching https://www.youtube.com/watchv=a7tyDcKPBW0 https://www.youtube.com/watchv=a7tyDcKPBW0"  
[X Link](https://x.com/DrewCohenMoney/status/2018767806989529309)  2026-02-03T19:25Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing