# ![@FinanceJack44 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2010506024013516800.png) @FinanceJack44 Finance Jack

Finance Jack posts on X about $spgi, $adbe, meta, ai the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2010506024013516800/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010506024013516800/c:line/m:interactions.svg)

- [--] Week [-------] +60%
- [--] Month [-------] +4,645%

### Mentions: [--] [#](/creator/twitter::2010506024013516800/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010506024013516800/c:line/m:posts_active.svg)

- [--] Week [---] +4.10%
- [--] Month [---] +2,478%

### Followers: [---] [#](/creator/twitter::2010506024013516800/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010506024013516800/c:line/m:followers.svg)

- [--] Week [---] +33%
- [--] Month [---] +1,966%

### CreatorRank: [-------] [#](/creator/twitter::2010506024013516800/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010506024013516800/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  73.98% [technology brands](/list/technology-brands)  40.82% [finance](/list/finance)  29.08% [cryptocurrencies](/list/cryptocurrencies)  #6101 [automotive brands](/list/automotive-brands)  2.04% [financial services](/list/financial-services)  0.51% [social networks](/list/social-networks)  0.51%

**Social topic influence**
[$spgi](/topic/$spgi) #51, [$adbe](/topic/$adbe) #30, [meta](/topic/meta) 12.76%, [ai](/topic/ai) 12.76%, [$meta](/topic/$meta) #133, [$amzn](/topic/$amzn) #122, [$googl](/topic/$googl) #3283, [$amd](/topic/$amd) #118, [$msft](/topic/$msft) #132, [$zeta](/topic/$zeta) #31

**Top accounts mentioned or mentioned by**
[@holysmokas](/creator/undefined) [@mrderivatives](/creator/undefined) [@qualityinvest5](/creator/undefined) [@bourboncap](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@fifteencagr](/creator/undefined) [@widemoatczar](/creator/undefined) [@wealthmatica](/creator/undefined) [@dividendtalks](/creator/undefined) [@ashton1nvests](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@bramvgenechten](/creator/undefined) [@willbiddy_](/creator/undefined) [@leotraydes](/creator/undefined) [@satyameht96](/creator/undefined) [@tacticzh](/creator/undefined) [@cycleresearc](/creator/undefined) [@mithrandir_fund](/creator/undefined) [@dividenddynasty](/creator/undefined) [@oguzerkan](/creator/undefined)

**Top assets mentioned**
[S&P Global Inc (SPGI)](/topic/$spgi) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Mastercard, Inc. (MA)](/topic/$ma) [Salesforce Inc (CRM)](/topic/$crm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Now Coin (NOW)](/topic/$now) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Netflix Inc (NFLX)](/topic/$nflx) [Moody's Corporation (MCO)](/topic/$mco) [Apple, Inc. (AAPL)](/topic/$aapl) [Intuit Inc. (INTU)](/topic/$intu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Bitcoin (BTC)](/topic/$btc) [AbbVie Inc (ABBV)](/topic/$abbv) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Adappter Token (ADP)](/topic/$adp) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Costco Wholesale Corporation (COST)](/topic/costco) [VICI Properties, Inc. (VICI)](/topic/$vici) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SPGI is doing exactly what they should be doing if management believes the company is actually undervalued. - $1M open market insider buy (insiders only buy for one reason) - Expediting buybacks with $1B set for Q1. This is especially significant when you understand $SPGI usually increases buybacks as the year goes on so they tend to go light in Q1. However they clearly want to take advantage of current levels. - Management consistently affirmed AI as a tailwind in the Q4 call citing integration with S&P's proprietary data and client reluctance to switch from their comprehensive platform. As"  
[X Link](https://x.com/anyuser/status/2022378853520351659)  2026-02-13T18:34Z [---] followers, 12.4K engagements


"@dividendology Im not much of a high yield or REIT investor but $VICI has been looking very attractive for awhile now. Im close to pulling the trigger not gonna lie. It is obviously undervalued right now"  
[X Link](https://x.com/FinanceJack44/status/2014039935674695762)  2026-01-21T18:18Z [---] followers, [---] engagements


"My greatest weakness as an investor is I just cannot sit on cash. If there is a decent opportunity in the market Im buying. Do you guys hold very much cash"  
[X Link](https://x.com/FinanceJack44/status/2017614200382599483)  2026-01-31T15:01Z [---] followers, [---] engagements


"@CGInvesting10 Why sell $ZETA at [--] Fundamentals look very strong and poised to keep compounding"  
[X Link](https://x.com/FinanceJack44/status/2018002158520500596)  2026-02-01T16:43Z [---] followers, [---] engagements


"@QualityInvest5 Id say $ASML has a wider moat. No one can do what they do even if they tried. However $FICO also has an S tier moat undoubtedly"  
[X Link](https://x.com/FinanceJack44/status/2018013897731485961)  2026-02-01T17:29Z [---] followers, [---] engagements


"February portfolio update as a [--] y/o long term investor: S&P 500: +0.7% YTD Me: +0.78% YTD Current holdings and allocation: - $META: 13.45% - $AMD: 12.52% - $AMZN: 11.73% - $GOOGL: 9.76% - $ZETA: 9.49% - $MA: 9.47% - $SPGI: 7.66% - $ADBE: 6.15% - $SOFI: 4.81% - $ABBV: 4.42% - $CELH: 4.38% - $ASML: 3.39% - $BTC: 2.78% https://twitter.com/i/web/status/2018018595750482349 https://twitter.com/i/web/status/2018018595750482349"  
[X Link](https://x.com/FinanceJack44/status/2018018595750482349)  2026-02-01T17:48Z [---] followers, [---] engagements


"If I had to make a new portfolio with [--] stocks I dont already own heres what I would probably do: $FICO $NFLX $NOW $V $TSM I think this would be a solid standalone portfolio"  
[X Link](https://x.com/FinanceJack44/status/2018094420503974394)  2026-02-01T22:49Z [---] followers, [---] engagements


"@CathieDWood @BlackRock @PIMCO I cant bring myself to believe inflation is 0.86%. If it was really that low the government would make sure everyone knew about it. There is no reason to be secretive about low inflation"  
[X Link](https://x.com/FinanceJack44/status/2018148135311176073)  2026-02-02T02:23Z [---] followers, [----] engagements


"@QualityInvest5 $FICO is sitting at the top of my watchlist right now"  
[X Link](https://x.com/FinanceJack44/status/2018369642062848230)  2026-02-02T17:03Z [---] followers, [---] engagements


"Just a reminder that these are the stocks currently getting "disrupted" by AI. All three are down 40%+ from all time highs. $ADBE $NOW $CRM"  
[X Link](https://x.com/FinanceJack44/status/2018405473712513140)  2026-02-02T19:25Z [---] followers, [----] engagements


"@dividendology $V is one of those companies that has so much FCF they don't even know what to do with it. They already have 35% ROIC and then they just grow their dividend 15%+ and buy back around 2% of shares per year. Truly an incredible company"  
[X Link](https://x.com/FinanceJack44/status/2018413891437342795)  2026-02-02T19:59Z [---] followers, [---] engagements


"Why do I keep pounding the table on $MA Let me just show you a [--] year projection. Assumptions: - 15% EPS CAGR - [--] PE These are VERY conservative numbers. Mastercard has a 17% EPS CAGR over the past [--] years (adjusting for COVID dip) and has traded at an average PE of [--] the past [--] years. With these numbers we get a 12.4% annual return (13% with dividends reinvested). $MA likely beats the market in a bear case. https://twitter.com/i/web/status/2018687122660635002 https://twitter.com/i/web/status/2018687122660635002"  
[X Link](https://x.com/FinanceJack44/status/2018687122660635002)  2026-02-03T14:04Z [---] followers, [---] engagements


"@DividendDynasty From what I can tell theres no specific catalyst today. I guess I wont complain though I would love to pick up more $SPGI"  
[X Link](https://x.com/FinanceJack44/status/2018697597775491571)  2026-02-03T14:46Z [---] followers, [----] engagements


"$SPGI one of my biggest positions is down HUGE today off seemingly no news. $SPGI is a blue blood compounding machine. I'd love to pick more up if it keeps falling. Mr. Market may have forgotten to take his meds today"  
[X Link](https://x.com/FinanceJack44/status/2018700069663301923)  2026-02-03T14:56Z [---] followers, [----] engagements


"@BourbonCap You can replace $ADBE with basically any SaaS company at this point. Theyre all getting cooked 😭"  
[X Link](https://x.com/FinanceJack44/status/2018706340558852099)  2026-02-03T15:21Z [---] followers, [---] engagements


"@allday_stocks Ok interesting. $MCO is also facing some selling today. Thanks for pointing that out"  
[X Link](https://x.com/FinanceJack44/status/2018710394039144860)  2026-02-03T15:37Z [---] followers, [---] engagements


"@HolySmokas What really surprised me was the financial/analytics sell off in stocks like $SPGI $FICO and $MSCI. These are all very wide moat stocks but they are still getting swept up in the carnage"  
[X Link](https://x.com/FinanceJack44/status/2018781115260260496)  2026-02-03T20:18Z [---] followers, [----] engagements


"@wealthmatica Opportunities indeed. Im very sad I bought $SPGI yesterday before the dip 😭"  
[X Link](https://x.com/FinanceJack44/status/2018856156928598503)  2026-02-04T01:16Z [---] followers, [---] engagements


"An update on $FICO after an 8% pullback yesterday: - Down 44% from ATH - [--] forward PE - [---] PEG The stock isn't "cheap". But we also need to consider: - $FICO has one of the strongest moats in the market - EPS should consistently grow in the high teens - 48% operating margins - 65% ROIC This is one high on my watchlist. https://twitter.com/i/web/status/2019042372227596404 https://twitter.com/i/web/status/2019042372227596404"  
[X Link](https://x.com/FinanceJack44/status/2019042372227596404)  2026-02-04T13:36Z [---] followers, [---] engagements


"@oguzerkan I have to say I havent been paying attention to $UBER. I know Bill Ackman has a big position maybe its time to give it a look"  
[X Link](https://x.com/FinanceJack44/status/2019053404488712579)  2026-02-04T14:20Z [---] followers, [---] engagements


"$SPGI is still going. This dividend king is trading like a meme stock. Why - Anthropic's new legal and data features are supposedly going to destroy their business - They announced more about the Mobility spin off yesterday The market now thinks there is serious execution risk despite the fact the $SPGI has one of the strongest moats in the market. This is an uncommon opportunity. Quality like this does not often go on sale. https://twitter.com/i/web/status/2019064408492613799 https://twitter.com/i/web/status/2019064408492613799"  
[X Link](https://x.com/FinanceJack44/status/2019064408492613799)  2026-02-04T15:04Z [---] followers, [----] engagements


"@HolySmokas $ADBE $AMD and $SPGI are nuking my account right now. Even $META lost all its gains from earnings"  
[X Link](https://x.com/FinanceJack44/status/2019104948018114793)  2026-02-04T17:45Z [---] followers, [----] engagements


"ROIC is one of the best metrics to look at when evaluating a business. Take a look at some of the biggest winners: - $NVDA: 77.3% ROIC 26800% [--] year gain - $AAPL: 71.4% ROIC 1077% [--] year gain - $FICO: 65.3% ROIC 1370% [--] year gain - $MA: 57.6% ROIC 508% [--] year gain"  
[X Link](https://x.com/FinanceJack44/status/2019401016609812921)  2026-02-05T13:21Z [---] followers, [---] engagements


"@Leo_Traydes I think $MA is the better play in this space. I used to own $AXP but I sold and bought $MA"  
[X Link](https://x.com/FinanceJack44/status/2019781904224960835)  2026-02-06T14:35Z [---] followers, [---] engagements


"$SPGI reports earnings next week on February 10th. It will be crucial to see how management responds to the latest AI fears and worries about the Mobility spin off. Both of which contributed to the massive pull back in the stock. Stay tuned for Tuesday morning"  
[X Link](https://x.com/FinanceJack44/status/2019785439331168669)  2026-02-06T14:49Z [---] followers, [---] engagements


"@DividendTalks $SPGI is down like 13% this week alone the market is selling and asking questions later"  
[X Link](https://x.com/FinanceJack44/status/2019815555210018964)  2026-02-06T16:48Z [---] followers, [---] engagements


"$MSFT PE is at a historic low right now. - April [----] crash: [-----] PE - October [----] bear market: [----] PE - February 2026: [-----] PE Open AI fears and SaaS weakness are putting real pressure on the stock right now. Would you buy $MSFT right now"  
[X Link](https://x.com/FinanceJack44/status/2019882150074675209)  2026-02-06T21:13Z [---] followers, [---] engagements


"Been crunching the numbers on $MSFT today and I like what I see. Let me show you my projections. For reference analysts are projecting around 14-17% EPS CAGR over the next few years. $MSFT has also traded around [--] PE on average over the past [--] years and is currently trading at [--] PE. With that in mind here are my bull base and bear cases: Bull Case: 17% EPS growth [--] PE 170.9% five year return Base Case: 14% EPS growth [--] PE 114.9% five year return Bear Case: 12% EPS growth [--] PE 75.6% five year return If we continue to see $MSFT pull back I might very well start a position."  
[X Link](https://x.com/FinanceJack44/status/2019917684608012747)  2026-02-06T23:34Z [---] followers, [---] engagements


"Heres a tough one with stocks I own. Would you rather have (equal weighted): Portfolio A: $AMZN $GOOGL $MA $ZETA Or Portfolio B: $META $AMD $ADBE $SOFI I think Id take B here. I see it as the higher risk/reward"  
[X Link](https://x.com/FinanceJack44/status/2020146982996574286)  2026-02-07T14:45Z [---] followers, [---] engagements


"@DividendDynasty I bet you had a fun week with 12% $SPGI. I know I sure did 😅"  
[X Link](https://x.com/FinanceJack44/status/2020185529975992662)  2026-02-07T17:18Z [---] followers, [---] engagements


"@CarsonTalkMoney This is something I'm still thinking about. The thing is I already have a lot of Mag 7/cloud/capex exposure with $GOOGL $AMZN and $META. So I think it would be more of an opportunity cost thing where I would sell out of one of those and buy $MSFT"  
[X Link](https://x.com/FinanceJack44/status/2020187928631361950)  2026-02-07T17:28Z [---] followers, [--] engagements


"@GrindeOptions $SOFI and $ZETA are very strong candidates"  
[X Link](https://x.com/FinanceJack44/status/2020190772126183499)  2026-02-07T17:39Z [---] followers, [---] engagements


"If you had to give one critique of my portfolio what would it be I haven't actually asked for feedback here before so I'd love to hear what your guy's thoughts are. Current Portfolio: $META: 13.26% $AMD: 12.26% $AMZN: 10.8% $MA: 10.13% $ZETA: 9.91% $GOOGL: 9.81% $SPGI: 6.97% $ADBE: 6.2% $SOFI: 5.47% $ABBV: 4.62% $CELH: 4.44% $ASML: 3.52% $BTC: 2.61% Bring it on. https://twitter.com/i/web/status/2020199018832228816 https://twitter.com/i/web/status/2020199018832228816"  
[X Link](https://x.com/FinanceJack44/status/2020199018832228816)  2026-02-07T18:12Z [---] followers, [----] engagements


"@Ls19LfsCEw65362 Not a bad idea. Ive looked briefly into both. I think I really need to look at $MELI more though. I already own $ASML and $AMD so I dont feel the need to own $TSM"  
[X Link](https://x.com/FinanceJack44/status/2020215956400693655)  2026-02-07T19:19Z [---] followers, [---] engagements


"@fifteenCAGR I havent checked out those tickers before. Thanks for the suggestions Ill look into them. Also $META gets PLENTY of my time from instagram 😅"  
[X Link](https://x.com/FinanceJack44/status/2020218725618651173)  2026-02-07T19:30Z [---] followers, [---] engagements


"Something thats never made sense to me is being a dividend investor. Dont get me wrong dividend stocks are great. I own many personally. But if youre investing for the long term and not planning to live off dividends soon why artificially limit yourself There are so many amazing companies like $AMZN $FICO $AMD and $ADBE that dont pay dividends. These arent high beta small caps either. They are well established business with strong capital stewardship. I guess I just dont understand why you would refrain from investing in these companies purely because they dont pay dividends. Am I missing"  
[X Link](https://x.com/FinanceJack44/status/2020247961121481128)  2026-02-07T21:27Z [---] followers, [---] engagements


"Its so cool how many young guys there are on X that are into investing. Literally none of my friends care at all about stuff like this. Even people in my business classes dont either. Its nice to have a group of like minded individuals. Even if its just through X"  
[X Link](https://x.com/FinanceJack44/status/2020277796917137604)  2026-02-07T23:25Z [---] followers, [----] engagements


"@CGInvesting10 $AAPL is the second worst stock to buy in the Mags right now IMO. $META is my favorite right now and is my biggest holding. I recommend looking into $META"  
[X Link](https://x.com/FinanceJack44/status/2020285637119865004)  2026-02-07T23:56Z [---] followers, [---] engagements


"@BullTradeFinder $META to $1000 is very conservative. With how strong the revenue growth is I think we hit at least $1300. With multiple expansion I wouldnt be surprised to see $1500+"  
[X Link](https://x.com/FinanceJack44/status/2020286240109768942)  2026-02-07T23:59Z [---] followers, [---] engagements


"@kinginvestings People will invest nothing and then say its impossible to retire in this economy"  
[X Link](https://x.com/FinanceJack44/status/2020287506516963386)  2026-02-08T00:04Z [---] followers, [--] engagements


"What is one stock you would REJOICE to see down 50% Like its an amazing company but the market knows that and doesnt give a good entry. For me its $ASML the widest most stock in the market"  
[X Link](https://x.com/FinanceJack44/status/2020500709339431256)  2026-02-08T14:11Z [---] followers, [---] engagements


"@wealthmatica What are your thoughts on $IREN vs $NBIS I dont own either but Ive been mildly interested in both"  
[X Link](https://x.com/FinanceJack44/status/2020551131449917659)  2026-02-08T17:31Z [---] followers, [---] engagements


"Thanks for the feedback. I guess Im not really trying to find a straight moonshot pick. I think stocks like $ZETA and $SOFI are close to that but not really moonshots. I guess I just prefer to invest in companies I really understand and can value properly which makes it hard for volatile moon shot small caps to fit in. https://twitter.com/i/web/status/2020555595997188277 https://twitter.com/i/web/status/2020555595997188277"  
[X Link](https://x.com/FinanceJack44/status/2020555595997188277)  2026-02-08T17:49Z [---] followers, [--] engagements


"@growthrapidly Gotta start a $ZETA position. The risk reward is incredibly attractive for a company of this size"  
[X Link](https://x.com/FinanceJack44/status/2020556525308096738)  2026-02-08T17:53Z [---] followers, [---] engagements


"@Ashton_1nvests Absolutely love $SOFI and $ZETA. The volatility has come but I've felt completely fine about it. That just speaks to how good their fundamentals are"  
[X Link](https://x.com/FinanceJack44/status/2020578123386085739)  2026-02-08T19:18Z [---] followers, [---] engagements


"@brent_e_trader @DimitryNakhla If everyone gets their debt rated by S&P it incentivizes others to do so as well for it to be trusted and accepted. The more clients S&P gets the most trustworthy and entrenched they become"  
[X Link](https://x.com/FinanceJack44/status/2020581231554085370)  2026-02-08T19:31Z [---] followers, [---] engagements


"@Leo_Traydes This will get you far for sure. Its probably the wisest thing for me to do something similar but I honestly just love stock picking too much to completely let it go. But maybe like you Ill get a few years in an decide to reevaluate. Time will tell"  
[X Link](https://x.com/FinanceJack44/status/2020587672541270467)  2026-02-08T19:56Z [---] followers, [----] engagements


"@QualityInvest5 I honestly cant wrap my head around the fact that $META is growing revenue 30%. Surely AI can only optimize advertising so much"  
[X Link](https://x.com/FinanceJack44/status/2020588081104257205)  2026-02-08T19:58Z [---] followers, [----] engagements


"@Mindset4Money_X The AI glasses also have a lot of potential too. I was skeptical at first but I cant argue with tripling sales in one year"  
[X Link](https://x.com/FinanceJack44/status/2020595313472651644)  2026-02-08T20:27Z [---] followers, [---] engagements


"@Mr_Derivatives Ill like it when they finally take me of the credit card wait list 😭"  
[X Link](https://x.com/FinanceJack44/status/2020603126177321014)  2026-02-08T20:58Z [---] followers, [----] engagements


"@FortKnoxIncome I agree. Dividend growth stocks are great"  
[X Link](https://x.com/FinanceJack44/status/2020610242057285829)  2026-02-08T21:26Z [---] followers, [--] engagements


"@satyameht96 @Mr_Derivatives Since November"  
[X Link](https://x.com/FinanceJack44/status/2020613603125285183)  2026-02-08T21:39Z [---] followers, [---] engagements


"If you have a chance I highly recommend giving this short article a read. It basically goes through some of the best businesses in the world. Ones everyone should want to own think $AMZN and $MSFT types. If youre looking to add to the watchlist this is a good start. https://t.co/CKitR2bzDW https://t.co/CKitR2bzDW"  
[X Link](https://x.com/FinanceJack44/status/2020627021454274914)  2026-02-08T22:33Z [---] followers, [---] engagements


"@Ashton_1nvests Gonna be watching $SPGI. Im very curious if management will speak to the AI disruption fears that triggered the massive selloff last week"  
[X Link](https://x.com/FinanceJack44/status/2020643807726076326)  2026-02-08T23:40Z [---] followers, [---] engagements


"@jeshoopes Many dont even get to 401k or IRA. Thats the crazy part"  
[X Link](https://x.com/FinanceJack44/status/2020655679233798389)  2026-02-09T00:27Z [---] followers, [--] engagements


"@BourbonCap And yet the average retail investor thinks $META has no clue what they are doing with AI. I think 30% revenue growth should be enough to say they know whats up"  
[X Link](https://x.com/FinanceJack44/status/2020854841292062751)  2026-02-09T13:38Z [---] followers, [---] engagements


"@BourbonCap Been buying heavy on $SPGI at these levels. And bought $MA heavy a few weeks ago"  
[X Link](https://x.com/FinanceJack44/status/2020880043488985154)  2026-02-09T15:18Z [---] followers, [----] engagements


"@charliebilello And $META and $NVDA have the fastest revenue growth out of all of these"  
[X Link](https://x.com/FinanceJack44/status/2020895609176121632)  2026-02-09T16:20Z [---] followers, [----] engagements


"I have SOLD OUT of $GOOGL for $MSFT $GOOGL is an incredible company obviously. I've just run the numbers and it is clear $MSFT is the better opportunity right now. The market overreacted to OpenAI fears and this is a chance to take advantage of that. Even aside from earnings growth (which will be strong) $MSFT now has room for serious multiple expansion just to get back to historical averages. At the same time the moat remains as qualitative as ever. I feel really good owning $MSFT alongside $META and $AMZN in my Mag [--] exposure. Each company meaningfully diversifies from the others. Amazon"  
[X Link](https://x.com/FinanceJack44/status/2020900506533498893)  2026-02-09T16:40Z [---] followers, [---] engagements


"@DimitryNakhla $SPGI is another example of a company that is very well positioned to benefit from AI on top of it's data moat. Claude can't magically replicate this combo"  
[X Link](https://x.com/FinanceJack44/status/2020905064269787325)  2026-02-09T16:58Z [---] followers, [---] engagements


"@Mr_Derivatives It's almost like last week wasn't even real. Many individual stocks got COOKED but $SPY was barely touched"  
[X Link](https://x.com/FinanceJack44/status/2020908004132962336)  2026-02-09T17:09Z [---] followers, [---] engagements


"@DividendTalks $META has the lowest Forward PE with the second highest revenue growth in the Mags. That is a clear opportunity if you ask me"  
[X Link](https://x.com/FinanceJack44/status/2020908532103524361)  2026-02-09T17:11Z [---] followers, [---] engagements


"@TrdeToScale Bought $MSFT $SOFI and $SPGI"  
[X Link](https://x.com/FinanceJack44/status/2020912911825195429)  2026-02-09T17:29Z [---] followers, [---] engagements


"@WheelieInvestor $SOFI and $ZETA looking very nice at these levels"  
[X Link](https://x.com/FinanceJack44/status/2020944843522859428)  2026-02-09T19:36Z [---] followers, [---] engagements


"@Mr_Derivatives American Eagle doing an ad with her might have been one of the best business decisions of the century"  
[X Link](https://x.com/FinanceJack44/status/2020950560996999201)  2026-02-09T19:58Z [---] followers, [---] engagements


"@Ashton_1nvests Solid move. I sold $GOOGL today as well. The company is almost certainly going to be successful in coming years but it's getting a little expensive. I see value in holding or selling it"  
[X Link](https://x.com/FinanceJack44/status/2020951307054706820)  2026-02-09T20:01Z [---] followers, [---] engagements


"@wealthmatica I sold $GOOGL today and bought $MSFT and added to $SOFI. I would add to $META but its already my largest position"  
[X Link](https://x.com/FinanceJack44/status/2020968242274238871)  2026-02-09T21:09Z [---] followers, [---] engagements


"@HolySmokas You had to be buying $ADBE $NOW and $CRM"  
[X Link](https://x.com/FinanceJack44/status/2020986365098471886)  2026-02-09T22:21Z [---] followers, [----] engagements


"@GrindeOptions Ask yourself a simple question. Would you rather have Anthony Noto or Mr Beast running your bank If you know anything about Noto its a no brainer"  
[X Link](https://x.com/FinanceJack44/status/2020987103019139285)  2026-02-09T22:24Z [---] followers, [---] engagements


"@QualCompounders I completely agree. Earnings continue to compound at a steady rate"  
[X Link](https://x.com/FinanceJack44/status/2020988565665067169)  2026-02-09T22:29Z [---] followers, [--] engagements


"@vladtenev I do think $HOOD has been very impactful in getting Gen Zs like myself to start investing"  
[X Link](https://x.com/FinanceJack44/status/2020990113782911216)  2026-02-09T22:36Z [---] followers, [----] engagements


"The risk reward on $ADBE at this point is just incredible. If we project 10% eps growth (conservative side of analyst consensus) and a reversion to [--] PE it gives a 18.5% CAGR. Keep in mind [--] PE is LITERALLY HALF of $ADBE's five year average multiple. Chances are $ADBE won't touch [--] PE again but still there is no reason for this stock not to trade at least at [--] PE once we see those earnings keep coming in. https://twitter.com/i/web/status/2021001110367109520 https://twitter.com/i/web/status/2021001110367109520"  
[X Link](https://x.com/FinanceJack44/status/2021001110367109520)  2026-02-09T23:19Z [---] followers, [---] engagements


"@Gubloinvestor If you count $MSFT and $SPGI as software stocks then I think they are also well positioned"  
[X Link](https://x.com/FinanceJack44/status/2021006417285742714)  2026-02-09T23:40Z [---] followers, [---] engagements


"@WideMoatCzar I mean Im still projecting 10% eps growth as base case. Multiple expansion is very plausible considering $ADBE historical valuation and how bearish the sentiment is right now. If they keep putting up consistent eps growth [--] PE is not at all unrealistic"  
[X Link](https://x.com/FinanceJack44/status/2021032342593077280)  2026-02-10T01:23Z [---] followers, [--] engagements


"@HolySmokas I called it with $ADBE $CRM and $NOW. Me and Jeremy thinking on the same wavelength"  
[X Link](https://x.com/FinanceJack44/status/2021033539849068775)  2026-02-10T01:28Z [---] followers, [---] engagements


"$SPGI In response to a question about the recent Claude fears: "We've worked with every major AI player. we see it as a tailwind for the business". Encouraging to hear that from management but it will be interesting to see how this actually plays out"  
[X Link](https://x.com/FinanceJack44/status/2021227048165851396)  2026-02-10T14:17Z [---] followers, [---] engagements


"@leevalueroach It's interesting because $MCO has credit ratings as a much higher percentage of revenue which is more insulated against any AI disruption"  
[X Link](https://x.com/FinanceJack44/status/2021229484406456818)  2026-02-10T14:27Z [---] followers, [---] engagements


"@BourbonCap The fact the $NVDA is literally pausing gaming GPUs says everything you need to know about this buildout"  
[X Link](https://x.com/FinanceJack44/status/2021244442343002620)  2026-02-10T15:26Z [---] followers, [---] engagements


"In case you didn't know $NVDA is not releasing a new gaming GPU this year and is reducing production of their current models. This is unbelievably bullish for $AMD and the AI buildout as a whole. $NVDA and $AMD literally CAN'T MAKE ENOUGH CHIPS to satisfy the demand. The amount of pricing power this creates is hard to overstate. and it's showing up in $AMD's financials. https://twitter.com/i/web/status/2021246539922809298 https://twitter.com/i/web/status/2021246539922809298"  
[X Link](https://x.com/FinanceJack44/status/2021246539922809298)  2026-02-10T15:35Z [---] followers, [---] engagements


"@CarsonTalkMoney A great choice. $AMD was also my top holding for awhile before it tanked after earnings and $META ran up after earnings"  
[X Link](https://x.com/FinanceJack44/status/2021252759375220949)  2026-02-10T15:59Z [---] followers, [---] engagements


"@Dividend_Dollar $MSFT is another really good one"  
[X Link](https://x.com/FinanceJack44/status/2021255613032911063)  2026-02-10T16:11Z [---] followers, [---] engagements


"@QualityInvest5 And they said in the call today they want to buy back $1B worth of shares in Q1"  
[X Link](https://x.com/FinanceJack44/status/2021256241251545124)  2026-02-10T16:13Z [---] followers, [----] engagements


"@Leo_Traydes $SPMO is a great growth ETF that doesnt get talked about much"  
[X Link](https://x.com/FinanceJack44/status/2021266406008824197)  2026-02-10T16:53Z [---] followers, [---] engagements


"@HolySmokas I mean theres $TSLA and $PLTR but yeah as a whole high is an overstatement"  
[X Link](https://x.com/FinanceJack44/status/2021320614594654298)  2026-02-10T20:29Z [---] followers, [----] engagements


"Has AI been a net good for humanity Ive been thinking about this a lot recently. As of right now my answer is no. That is subject to change though depending on how things play out. Curious what the consensus is here. Yes No Yes No"  
[X Link](https://x.com/FinanceJack44/status/2021369306630717582)  2026-02-10T23:42Z [---] followers, [---] engagements


"The market has made some very irrational moves in the past. Think: $META at $88 in [----] $GOOGL at $144 in [----] $TSLA at $113 in [----] $ASML at $595 in [----] What stock TODAY do you think falls in this category For me it's $ZETA sub $20"  
[X Link](https://x.com/FinanceJack44/status/2021585567410946464)  2026-02-11T14:02Z [---] followers, [----] engagements


"@Mr_Derivatives Yeah that's basically how I feel about it. have a small allocation to capture asymmetric upside potential"  
[X Link](https://x.com/FinanceJack44/status/2021601153532809386)  2026-02-11T15:04Z [---] followers, [---] engagements


"@BramVGenechten Yeah I've had my eye on that one as well. [--] forward PE for 30%+ revenue growth looks attractive"  
[X Link](https://x.com/FinanceJack44/status/2021604145614987693)  2026-02-11T15:16Z [---] followers, [---] engagements


"People talking about being $SPGI bag holders was not on my [----] bingo card"  
[X Link](https://x.com/FinanceJack44/status/2021622954589589613)  2026-02-11T16:30Z [---] followers, [---] engagements


"@DividendTalks Elite moat lowest Forward PE in the mags second highest revenue growth in the Mags. Whats not to like"  
[X Link](https://x.com/FinanceJack44/status/2021623141005697342)  2026-02-11T16:31Z [---] followers, [---] engagements


"@1000xStocks If $AMD trades at a [--] PE in [----] then this is an easy double up"  
[X Link](https://x.com/FinanceJack44/status/2021661841328681055)  2026-02-11T19:05Z [---] followers, [---] engagements


"@HolySmokas Talking about $GOOGL"  
[X Link](https://x.com/FinanceJack44/status/2021671151605625079)  2026-02-11T19:42Z [---] followers, [----] engagements


"@MarketMatrixs This is probably my list as well. Only one I might swap is $NVDA and $GOOGL"  
[X Link](https://x.com/FinanceJack44/status/2021678411081822348)  2026-02-11T20:11Z [---] followers, [---] engagements


"@Mr_Derivatives @Google @Microsoft @Meta @OpenAI @AnthropicAI Hell I'll do it for $50 and some meta glasses"  
[X Link](https://x.com/FinanceJack44/status/2021698208712323506)  2026-02-11T21:29Z [---] followers, [---] engagements


"@QualityInvest5 It happened to Chegg. Guess $ADBE and $NOW are next"  
[X Link](https://x.com/FinanceJack44/status/2021698918631764011)  2026-02-11T21:32Z [---] followers, [---] engagements


"Let me break down my conviction in $AMD because it's very straightforward. All it takes is a bit of math and historical knowledge. $AMD has guided for at least $20 of EPS in [----]. Now if you know anything about Lisa Su and $AMD it's that they like to sandbag. While some CEO's try to pump their stock Lisa lets the numbers do the talking. The $600B+ of hyperscaler CapEx this year and the fact that $NVDA is significantly reducing their gaming GPU production only reinforces these projections. Compute IS the chokepoint for AI. So if $AMD achieves $20 of EPS in [----] that would mean it currently"  
[X Link](https://x.com/FinanceJack44/status/2021700930186412064)  2026-02-11T21:40Z [---] followers, [---] engagements


"@HolySmokas It had to be $GOOGL. unless you started doubting $META"  
[X Link](https://x.com/FinanceJack44/status/2021711314817568927)  2026-02-11T22:21Z [---] followers, [----] engagements


"They are to some extent but not to the point of disrupting either of them. There are certain use cases where custom chips outperform but there are still many where they do not especially in generalized inference tasks (which AMD excels at). Also if this did heavily impact the business I would expect it to show up in the guidance or be commented on by management. Neither has happened thus far. Lisa and Jensen both seem to think demand will remain incredibly strong for their chips. https://twitter.com/i/web/status/2021715725849592102 https://twitter.com/i/web/status/2021715725849592102"  
[X Link](https://x.com/FinanceJack44/status/2021715725849592102)  2026-02-11T22:39Z [---] followers, [--] engagements


"The Q1 guide wasn't weak it just wasn't a blowout. It still beat analyst consensus. The long term growth numbers in the chart were also reiterated during the call. The moat of AMD is really their ecosystem. They have the GPUs which are great in their own right but they also have the EPYC CPUs and the open source ROCm software. For generalized inference (such as consumer LLMs) this is superior to custom chips and is attractive to customers because of it's open source nature and cost effectiveness compared to Nvidia. AMD is not nearly as dependent on the pricing power factor as Nvidia is. The"  
[X Link](https://x.com/FinanceJack44/status/2021721748572402149)  2026-02-11T23:03Z [---] followers, [--] engagements


"@HolySmokas it really surprised me that you sold $META but I guess it makes sense with how large your position size was"  
[X Link](https://x.com/FinanceJack44/status/2021947087940616233)  2026-02-12T13:58Z [---] followers, [----] engagements


"@TacticzH $AMZN is trading low on basically every valuation metric. It's a great buy right now"  
[X Link](https://x.com/FinanceJack44/status/2021954984405860698)  2026-02-12T14:30Z [---] followers, [----] engagements


"@PronkDaniel Been trying to say this for a while. It's not a flashy stock but odds are $MA will keep beating the market"  
[X Link](https://x.com/FinanceJack44/status/2021981448182673758)  2026-02-12T16:15Z [---] followers, [---] engagements


"The state of SaaS: $ADBE: [--] forward PE 12% projected EPS CAGR $CRM: [--] forward PE 13% projected EPS CAGR $NOW: [--] forward PE 21% projected EPS CAGR $INTU: [--] forward PE 14% projected EPS CAGR Opportunities much"  
[X Link](https://x.com/FinanceJack44/status/2021985705858322563)  2026-02-12T16:32Z [---] followers, [---] engagements


"@HolySmokas "If you're smart you don't need it and if you're not smart you shouldn't have it" - Buffett"  
[X Link](https://x.com/FinanceJack44/status/2021987884740620799)  2026-02-12T16:40Z [---] followers, [----] engagements


"The fact that $BTC is considered a risk asset shows that there is so much upside left. Bitcoin is specifically designed to be the safest possible asset: its decentralized non inflationary and easy to hold in self custody. The way I see it there's no reason why $BTC couldn't achieve the same or larger market cap as gold if becomes widely recognized as a safe haven or hedge. https://twitter.com/i/web/status/2022088217730654233 https://twitter.com/i/web/status/2022088217730654233"  
[X Link](https://x.com/anyuser/status/2022088217730654233)  2026-02-12T23:19Z [---] followers, [---] engagements


"I'm sort of at a crossroads of what to do with my silver. Part of me wants to cash it and put it in the market. I mean just look at how many deals we have right now. But on the other hand it's nice to have it as an uncorrelated hedge in case things REALLY got crazy. I think I'm just gonna hold for now but if the market as a whole starts getting hit maybe I'll change my mind. https://twitter.com/i/web/status/2022089770587836470 https://twitter.com/i/web/status/2022089770587836470"  
[X Link](https://x.com/anyuser/status/2022089770587836470)  2026-02-12T23:25Z [---] followers, [---] engagements


"@HolySmokas Dont own any of those but $ADBE $SOFI $SPGI and $ZETA are getting hit plenty for me"  
[X Link](https://x.com/FinanceJack44/status/2022122982060306725)  2026-02-13T01:37Z [---] followers, [----] engagements


"@VJNCapital Agreed. Market seems to think anyone can AI generate a $NFLX show"  
[X Link](https://x.com/FinanceJack44/status/2022344185077219425)  2026-02-13T16:16Z [---] followers, [--] engagements


"The software selloff is not entirely unjustified. Some of these companies for sure needed to be rerated. Did $ADBE deserve to trade at [--] PE Or $CRM at [--] PE I don't think so. But like it often does the market overcorrects. Now we are left with $ADBE at [--] forward PE and $CRM at [--] forward PE while the underlying business strength remains essentially unchanged. Key word here is OVERcorrect. https://twitter.com/i/web/status/2023039597983215815 https://twitter.com/i/web/status/2023039597983215815"  
[X Link](https://x.com/anyuser/status/2023039597983215815)  2026-02-15T14:20Z [---] followers, [---] engagements


"@WheelieInvestor Were thinking about the exact same things. I would love to be a financial advisor buts it entirely plausible people would rather just have AI do it for them. Many already are. Its becoming more and more likely I just end up somewhere in the trades"  
[X Link](https://x.com/FinanceJack44/status/2023145433661399286)  2026-02-15T21:20Z [---] followers, [---] engagements


"@Ashton_1nvests In terms of conviction relative to how risky the business is then $ZETA. In terms of total conviction then $MA"  
[X Link](https://x.com/FinanceJack44/status/2020680398498377999)  2026-02-09T02:05Z [---] followers, [----] engagements


"@DimitryNakhla I never thought about $GE as an elite moat stock until hearing Chris Hohn talk about it. That dude might be the most underrated investor of all time"  
[X Link](https://x.com/FinanceJack44/status/2020854620814287296)  2026-02-09T13:37Z [---] followers, [---] engagements


"@WillBiddy_ People are selling $SPGI under $400 😂"  
[X Link](https://x.com/FinanceJack44/status/2022337518805610872)  2026-02-13T15:50Z [---] followers, [---] engagements


"@Mr_Derivatives Very good risk reward on those plays"  
[X Link](https://x.com/FinanceJack44/status/2022373543619538959)  2026-02-13T18:13Z [---] followers, [---] engagements


"@ColesTrades Are you seriously trying to buy $COST at [--] PE It's an amazing company but that is quite a rich valuation"  
[X Link](https://x.com/FinanceJack44/status/2022381849952371101)  2026-02-13T18:46Z [---] followers, [---] engagements


"@WideMoatCzar Yeah its been rough out there"  
[X Link](https://x.com/FinanceJack44/status/2022491448675860960)  2026-02-14T02:01Z [---] followers, [---] engagements


"@Leo_Traydes I mean you already have 11% of you portfolio in $TSM by owning $SMH. Idk if that counts"  
[X Link](https://x.com/FinanceJack44/status/2022511808528158959)  2026-02-14T03:22Z [---] followers, [---] engagements


"What do you do if your date is closed on Valentines Day Anyone else have this problem $HOOD"  
[X Link](https://x.com/anyuser/status/2022681262461456840)  2026-02-14T14:36Z [---] followers, [---] engagements


"@kinginvestings Was $AMD for a while but now its $META"  
[X Link](https://x.com/FinanceJack44/status/2022714806143234520)  2026-02-14T16:49Z [---] followers, [---] engagements


"@Mr_Derivatives This actually sounds interesting. I was like there is no way X is gonna turn into $HOOD"  
[X Link](https://x.com/FinanceJack44/status/2022752288327008550)  2026-02-14T19:18Z [---] followers, [---] engagements


"@Nada18137502 Those are solid picks"  
[X Link](https://x.com/FinanceJack44/status/2022784943173046355)  2026-02-14T21:28Z [---] followers, [--] engagements


"@DividendTalks Just look at the backlog though. If you have hundreds of billions in revenue backlog it makes sense to see a buildout of this scale from the likes of $AMZN $MSFT and $GOOGL"  
[X Link](https://x.com/FinanceJack44/status/2022826856009888122)  2026-02-15T00:14Z [---] followers, [---] engagements


"@DimitryNakhla No man you dont get it. I just vibe coded my own credit rating agency. Its over for $SPGI and $MCO. Regulatory barriers and network effects dont matter"  
[X Link](https://x.com/FinanceJack44/status/2020566777457951208)  2026-02-08T18:33Z [---] followers, [----] engagements


"Something to keep in mind with $META and really all of big tech right now: This CapEx will dampen EPS through depreciation for many years. In the short/medium term this may cap returns. But at this point it seems like the ROIC will be well worth it in the long run. Not just for $META but for the cloud giants like $AMZN and $GOOGL as well. https://twitter.com/i/web/status/2022398735821742511 https://twitter.com/i/web/status/2022398735821742511"  
[X Link](https://x.com/anyuser/status/2022398735821742511)  2026-02-13T19:53Z [---] followers, [----] engagements


"Something I've noticed about growing an X account: When you're a small account with a couple thousand followers or less people don't often reply to your posts even if they are really engaging. But there is an inflection point where you have enough reach that it suddenly becomes beneficial for reply guys to engage with you. I kinda hate that it works like this but I don't blame them. I've done the same thing trying to grow my account"  
[X Link](https://x.com/anyuser/status/2022714479494955358)  2026-02-14T16:48Z [---] followers, [----] engagements


"I've seen many people doing Mag [--] rankings right now so I'll give mine. [--]. $META [--]. $AMZN [--]. $MSFT [--]. $NVDA [--]. $GOOGL [--]. $AAPL [--]. $TSLA Some of these are much harder to place than others. For example I think you could reasonably interchange the top [--]. Perhaps I'll do a thread at some point with explanations for each pick if you guys are interested. https://twitter.com/i/web/status/2023107879440617518 https://twitter.com/i/web/status/2023107879440617518"  
[X Link](https://x.com/anyuser/status/2023107879440617518)  2026-02-15T18:51Z [---] followers, [----] engagements


"@joecarlsonshow As an $ADBE shareholder: Believe me it can always go lower"  
[X Link](https://x.com/FinanceJack44/status/2023216789845356880)  2026-02-16T02:04Z [---] followers, [---] engagements


"I have an idea for a new business. I will be vibe coding a new debt rating agency since apparently that's a thing you can do now. All $SPGI and $MCO customers are lined up with cash in hand for my services. Wall Street took one look at my product and tanked $SPGI 11% today"  
[X Link](https://x.com/FinanceJack44/status/2018836950237561007)  2026-02-04T00:00Z [---] followers, [---] engagements


"@WillBiddy_ Im gonna be looking at $UBER and $WM. Especially $WM since Im looking to maybe add some more value to my portfolio"  
[X Link](https://x.com/FinanceJack44/status/2020175633230237970)  2026-02-07T16:39Z [---] followers, [--] engagements


"If you could only own one of the big SaaS names right now which would you take I have to pick $ADBE. The current valuation is just so ridiculous and it makes the risk reward very attractive. $NOW $CRM $INTU $ADBE $NOW $INTU $CRM $ADBE $NOW $INTU $CRM"  
[X Link](https://x.com/FinanceJack44/status/2020949148837740744)  2026-02-09T19:53Z [---] followers, [----] engagements


"Very inconvenient time for $SPGI to miss EPS. Seems like the hits wont stop coming. This stock is down 28% YTD and is back under $400 for the first time since [----] 😬"  
[X Link](https://x.com/FinanceJack44/status/2021211869613019179)  2026-02-10T13:17Z [---] followers, [----] engagements


"A silver lining to keep in mind with $SPGI They are a buyback machine and aim "to return 85% of FCF to shareholders". Expect management to take advantage of this dip to reduce the float heavily"  
[X Link](https://x.com/FinanceJack44/status/2021230587877404883)  2026-02-10T14:31Z [---] followers, [----] engagements


"UPDATE: From Q4 earnings call $SPGI plans to repurchase around $1B worth of shares in Q1 to take advantage of the low stock price"  
[X Link](https://x.com/FinanceJack44/status/2021251090507825356)  2026-02-10T15:53Z [---] followers, [----] engagements


"Let me actually break down the moat of $SPGI since sentiment is in the dumpster right now. They have [--] main revenue segments and all are strongly insulated from AI: [--]. Market intelligence + Commodity insights This includes all the software provided by S&P to financial institutions so naturally it is the most hotly contested right now. However it also includes S&P's PROPRIETARY data. On top of the switching costs customer relationships this data is the real moat. An AI model is only as good as the data it can draw from. If it wants data on commodities private markets or other important but"  
[X Link](https://x.com/FinanceJack44/status/2021334337346732371)  2026-02-10T21:23Z [---] followers, 16.2K engagements


"What is your goal with investing I don't mean like "beat the market" I mean like your end goal. For me it's to be work optional by [--]. Basically I want to be able to work on things I really care about while also having flexibility for whatever life brings"  
[X Link](https://x.com/FinanceJack44/status/2021953422149173259)  2026-02-12T14:23Z [---] followers, [---] engagements


"$NFLX is another high quality name I've been watching that continues to get hammered. There is some warranted fear around the WB acquisition but this sell off goes further than that. Now down over 40% from all time highs $NFLX is another victim of indiscriminate AI selling. The numbers however continue to prove $NFLX is a compounding machine: - Revenue growing double digits - EPS growing over 20% - Almost $10B of FCF - Buyback yield 1% All while PE and P/FCF are sitting at almost [--] year lows. Is $NFLX a buy here https://twitter.com/i/web/status/2022336750417248575"  
[X Link](https://x.com/FinanceJack44/status/2022336750417248575)  2026-02-13T15:47Z [---] followers, [---] engagements


"@DividendTalks The only hangup with $META is their EPS will get hit by significant depreciation in the short/medium term. However I think they will get high ROIC in the long term"  
[X Link](https://x.com/FinanceJack44/status/2022337151170757034)  2026-02-13T15:48Z [---] followers, [----] engagements


"@CarsonTalkMoney I would totally go to North Italia if I had one nearby. It just sounds like a better version of Olive Garden"  
[X Link](https://x.com/FinanceJack44/status/2022337705993183467)  2026-02-13T15:50Z [---] followers, [--] engagements


"@BourbonCap Selling $MCO and $MA at these levels is wild to me"  
[X Link](https://x.com/FinanceJack44/status/2022443821473083410)  2026-02-13T22:52Z [---] followers, [---] engagements


"I've officially been on X for a month now and I'm very pleased with the results At this rate I am well on my way to my goal of getting monetized by [----]. It's very motivating to see everyone posting their payouts. Just gotta keep chipping away"  
[X Link](https://x.com/anyuser/status/2022503656474775678)  2026-02-14T02:50Z [---] followers, [----] engagements


"@QualityInvest5 If you mean the polymarket bots then yeah"  
[X Link](https://x.com/FinanceJack44/status/2022505068465889787)  2026-02-14T02:55Z [---] followers, [---] engagements


"@goooonnney People do tend to follow the money"  
[X Link](https://x.com/FinanceJack44/status/2022806501249700213)  2026-02-14T22:53Z [---] followers, [--] engagements


"@DeepMoatSociety That's valid. I think $TSM has more potential return at this point just looking at the valuation but $ASML probably has the largest moat in the entire market"  
[X Link](https://x.com/FinanceJack44/status/2022807414509011372)  2026-02-14T22:57Z [---] followers, [--] engagements


"More SaaS companies getting "disrupted" by AI $DUOL $INTU $SPGI $ADP"  
[X Link](https://x.com/anyuser/status/2022811701628772819)  2026-02-14T23:14Z [---] followers, [---] engagements


"@investwithintel Yeah shorting is a tricky business. What is clear is that $AMZN is undervalued right now"  
[X Link](https://x.com/FinanceJack44/status/2022881147496333631)  2026-02-15T03:50Z [---] followers, [---] engagements


"Since I started on X I've wanted my account to be maximally transparent. Just a [--] year old investor trying to build generational wealth with all the bumps along the way. So here's the portfolio this week down 8.9% thanks mostly to $AMD $AMZN and $SPGI. Hasnt been fun"  
[X Link](https://x.com/FinanceJack44/status/2019859364249473036)  2026-02-06T19:42Z [---] followers, [---] engagements


"@Gubloinvestor I haven't really looked into $PGY. Why is it under [--] P/S"  
[X Link](https://x.com/FinanceJack44/status/2022504874051797081)  2026-02-14T02:55Z [---] followers, [----] engagements


"@stocklurker11 Well the point is you have to pick one to full port. I just can't decide between these two"  
[X Link](https://x.com/FinanceJack44/status/2022509957598658690)  2026-02-14T03:15Z [---] followers, [---] engagements


"@Mr_Derivatives Who in the world is gonna have their portfolio on X"  
[X Link](https://x.com/FinanceJack44/status/2022678001016582566)  2026-02-14T14:23Z [---] followers, [----] engagements


"@wealthmatica You can't hurt me I'm an $ADBE shareholder"  
[X Link](https://x.com/FinanceJack44/status/2022803151129092175)  2026-02-14T22:40Z [---] followers, [---] engagements


"http://x.com/i/article/2020179448599851008 http://x.com/i/article/2020179448599851008"  
[X Link](https://x.com/FinanceJack44/status/2020578914381312179)  2026-02-08T19:22Z [---] followers, [---] engagements


"If you had to go all in on a stock you DONT already own what would it be For me its between $TSM and $NFLX"  
[X Link](https://x.com/anyuser/status/2022501651760963922)  2026-02-14T02:42Z [---] followers, [----] engagements


"@DividendTalks $AMD is growing their data center business at 60% CAGR I think theyre doing just fine"  
[X Link](https://x.com/FinanceJack44/status/2023030908455125270)  2026-02-15T13:45Z [---] followers, [---] engagements


"@Ashton_1nvests I cant ever bring myself to own $SNAP just because I hate their app so much"  
[X Link](https://x.com/FinanceJack44/status/2020242371343159533)  2026-02-07T21:04Z [---] followers, [---] engagements


"I have two big goals for 2026: - Get monetized on X - Have 15k in investments Lets check up on them: Currently I have [---] verified followers and around 700k impressions. Were only a bit over a month into [----] so Im feeling really good about that. As for investments I have: - $3k Taxable - $3k Roth - $600 physical silver This one is going to be difficult but I made it challenging on purpose. I have no income tight now but I hope to expand my lawn service business this spring which should help me contribute to my goal. [----] is gonna be a big year. What are your goals this year"  
[X Link](https://x.com/anyuser/status/2020551800240136280)  2026-02-08T17:34Z [---] followers, [----] engagements


"In case you needed another software stock to consider a position in here's $INTU. Taxes are inevitable. So inevitable that $INTU has grown FCF at a 20%+ CAGR over the past [--] years. And yet it's trading at [--] year low on P/FCF. https://twitter.com/i/web/status/2020641185640095819 https://twitter.com/i/web/status/2020641185640095819"  
[X Link](https://x.com/FinanceJack44/status/2020641185640095819)  2026-02-08T23:29Z [---] followers, [----] engagements


""Surely the bottom is in" is an awful mindset to have during a period like this SaaS selloff. Stocks can always get cheaper markets can always be more irrational. Just because a stock keeps selling off doesn't mean it wasn't undervalued when you bought it. Now you get to buy it at an even better price. Point is as long as the thesis remains intact (which it has for much of SaaS so far) hanging on every spike of short term price action is a waste of time. $ADBE $NOW $CRM"  
[X Link](https://x.com/FinanceJack44/status/2021798478104404437)  2026-02-12T04:08Z [---] followers, [---] engagements


"I've been watching $PYPL for months now and it's been absolute cinema (as a non shareholder). This thing now trades at a [--] PE 😂 Revenue continues to grow at a steady mid single digit rate and they've been buying backs shares nonstop (making EPS grow much faster). Dare I say it's not ridiculous to consider a position at this point From a risk reward scenario there really isn't much downside at a [--] PE. https://twitter.com/i/web/status/2021973224020431013 https://twitter.com/i/web/status/2021973224020431013"  
[X Link](https://x.com/FinanceJack44/status/2021973224020431013)  2026-02-12T15:42Z [---] followers, [----] engagements


"Surely $ADBE can't keep compounding revenue. they're gonna get disrupted by AI Adobe:"  
[X Link](https://x.com/anyuser/status/2022447721227919613)  2026-02-13T23:08Z [---] followers, 19K engagements


"@oguzerkan I see $AMD as a no brainer right now as well if you have any confidence in their guidance"  
[X Link](https://x.com/FinanceJack44/status/2022676038837506543)  2026-02-14T14:15Z [---] followers, [---] engagements


"@MarketPalmer_ Thank you Mark Its definitely a big goal but I think I can do it"  
[X Link](https://x.com/FinanceJack44/status/2022677216694526020)  2026-02-14T14:20Z [---] followers, [--] engagements


"@QualityInvest5 I think $ADBE for sure survives but it is possible they cant compound as quickly"  
[X Link](https://x.com/FinanceJack44/status/2022685662973939870)  2026-02-14T14:53Z [---] followers, [----] engagements


"@Mr_Derivatives The risk reward on $MSFT at this point is just so attractive. It remains one of the strongest moats in the market"  
[X Link](https://x.com/FinanceJack44/status/2022715801325703572)  2026-02-14T16:53Z [---] followers, [----] engagements


"@HatedMoats I buying all [--] personally. More heavy on $MSFT and $AMZN though since $META is already my largest position"  
[X Link](https://x.com/FinanceJack44/status/2022762810472567095)  2026-02-14T20:00Z [---] followers, [---] engagements


"We don't appreciate the value of a community enough especially in investing. ALL of us are prone to making stupid impulsive decisions. It's part of being human. The sooner you realize this the better. Investing money happens to be a really easy outlet for that impulsiveness. "Get rich quick" is built into our psychology. The best hedge against this is accountability in community. You are much less likely to YOLO a penny stock if you have to tell [----] people about it. There is a reason so many YouTubers or FinX influencers have expensive private groups. It's because they work. But the great"  
[X Link](https://x.com/anyuser/status/2022767991012626866)  2026-02-14T20:20Z [---] followers, [---] engagements


"@Ashton_1nvests Probably $AMD. I had to write a paper about it for one of my classes"  
[X Link](https://x.com/FinanceJack44/status/2022838870027419943)  2026-02-15T01:02Z [---] followers, [---] engagements


"@HolySmokas Gimme $AMZN. Whatever theres demand for decades from now I think $AMZN will be there"  
[X Link](https://x.com/FinanceJack44/status/2022846532236595453)  2026-02-15T01:32Z [---] followers, [----] engagements


"You hear a lot of talk about the AI bubble. But how about the grocery bubble You've got: - $WMT trading at [--] forward PE with 4% revenue growth - $COST trading at [--] forward PE with 8% revenue growth Meanwhile $AMZN is trading [--] forward PE with 12% revenue growth (that's also accelerating) Even with their consistent cashflows and strong moats Walmart and Costco are still trading well above their [--] year average PEs of [--] and [--] respectively. Surely these valuations aren't sustainable for $COST and $WMT. Right https://twitter.com/i/web/status/2022858545792794906"  
[X Link](https://x.com/anyuser/status/2022858545792794906)  2026-02-15T02:20Z [---] followers, [----] engagements


"@InvestorDaan $COST is a great company but definitely not a great buy at these current prices"  
[X Link](https://x.com/FinanceJack44/status/2023016991389602216)  2026-02-15T12:50Z [---] followers, [--] engagements


"@TacticzH $ZETA is getting caught in the sell off even though they are the type of company that should be considered a disruptor"  
[X Link](https://x.com/FinanceJack44/status/2023024968142135422)  2026-02-15T13:21Z [---] followers, [----] engagements


"@TacticzH Agentic AI (Athena) is foundational to their platform. Many people are concerned other SaaS companies will get disrupted by agentic AI when $ZETA is building it on top of their proprietary data"  
[X Link](https://x.com/FinanceJack44/status/2023034318055182375)  2026-02-15T13:59Z [---] followers, [---] engagements


"@DividendDynasty If I had cash right now Id be adding to $AMZN $SOFI $ADBE and $AMD"  
[X Link](https://x.com/FinanceJack44/status/2023040644927954975)  2026-02-15T14:24Z [---] followers, [---] engagements


"@oguzerkan Its gotta be $ZETA"  
[X Link](https://x.com/FinanceJack44/status/2023046406878154896)  2026-02-15T14:47Z [---] followers, [----] engagements


"@cycleresearc Yeah valuations are really the key thing here. $GOOGL and $AAPL are undoubtedly impressive businesses but they are trading at relative premiums now"  
[X Link](https://x.com/FinanceJack44/status/2023108912992428203)  2026-02-15T18:55Z [---] followers, [--] engagements


"I feel like I'm behind. Objectively it's not true. I'm [--] so I (probably) still have most of my life ahead of me. And also: - I have no debt - I already have 6k invested - I have a small lawn service business that makes solid money in the spring/summer - I'm getting my finance degree at a good university But even with all this being true I still can't shake the feeling. Maybe it's because the internet is a bubble and I only see people already ahead of me or maybe it's because of the AI job threat or it's just a natural desire for me to eliminate uncertainty and build something substantive"  
[X Link](https://x.com/anyuser/status/2023160393758117941)  2026-02-15T22:20Z [---] followers, [----] engagements


"@asym_investor Both of those things definitely have something to do with it"  
[X Link](https://x.com/FinanceJack44/status/2023182522851762640)  2026-02-15T23:47Z [---] followers, [--] engagements


"@WillBiddy_ "ChatGPT give me a new stock to start a position in. It has to beat the market. Make no mistakes""  
[X Link](https://x.com/FinanceJack44/status/2023240964412772612)  2026-02-16T03:40Z [---] followers, [--] engagements


"The market is EXTREMELY confused right now. Software like $ADBE and $CRM are getting nuked because of AI risk. But also $AMZN and $MSFT are getting punished for going all in on the AI buildout. Even $AMD and $NVDA are well below all time highs and theyre just the picks and shovels. Meanwhile $WMT a company with 4% revenue growth is trading at [--] PE So is AI happening or not The market is just as confused with macro data. Are we adding jobs or not Who knows how much the numbers will be revised. If we do add jobs thats a good thing right The economy is doing well. but then we won't get rate"  
[X Link](https://x.com/anyuser/status/2023407641087574397)  2026-02-16T14:42Z [---] followers, [---] engagements


"@joecarlsonshow It's undoubtedly an incredible company. I mean 70% YoY revenue growth is insane. That being said I still don't want to pay [---] PE for it"  
[X Link](https://x.com/FinanceJack44/status/2022776099957002608)  2026-02-14T20:52Z [---] followers, [----] engagements


"@Mr_Derivatives Most normal Alex Karp interview"  
[X Link](https://x.com/FinanceJack44/status/2023409616533799165)  2026-02-16T14:50Z [---] followers, [--] engagements


"I have two big goals for 2026: - Get monetized on X - Have 15k in investments Lets check up on them: Currently I have [---] verified followers and around 700k impressions. Were only a bit over a month into [----] so Im feeling really good about that. As for investments I have: - $3k Taxable - $3k Roth - $600 physical silver This one is going to be difficult but I made it challenging on purpose. I have no income tight now but I hope to expand my lawn service business this spring which should help me contribute to my goal. [----] is gonna be a big year. What are your goals this year"  
[X Link](https://x.com/anyuser/status/2020551800240136280)  2026-02-08T17:34Z [---] followers, [----] engagements


"One of my biggest fails in my short investing career is selling $MU at $220. What sucks is that this was entirely preventable. I did very little due diligence on this company before I bought it. I basically bought out of FOMO. As soon as I made a bit of money I cashed out. However if I actually understood the industry and the thesis it would have been very clear this company had a lot more room to run. We often emphasize the importance of due diligence and a strong thesis when the market is correcting. But the same also applies when a stock is running. We are motivated by fear of loss even"  
[X Link](https://x.com/anyuser/status/2023422276205437072)  2026-02-16T15:40Z [---] followers, [--] engagements


"The market is EXTREMELY confused right now. Software like $ADBE and $CRM are getting nuked because of AI risk. But also $AMZN and $MSFT are getting punished for going all in on the AI buildout. Even $AMD and $NVDA are well below all time highs and theyre just the picks and shovels. Meanwhile $WMT a company with 4% revenue growth is trading at [--] PE So is AI happening or not The market is just as confused with macro data. Are we adding jobs or not Who knows how much the numbers will be revised. If we do add jobs thats a good thing right The economy is doing well. but then we won't get rate"  
[X Link](https://x.com/anyuser/status/2023407641087574397)  2026-02-16T14:42Z [---] followers, [---] engagements


"I feel like I'm behind. Objectively it's not true. I'm [--] so I (probably) still have most of my life ahead of me. And also: - I have no debt - I already have 6k invested - I have a small lawn service business that makes solid money in the spring/summer - I'm getting my finance degree at a good university But even with all this being true I still can't shake the feeling. Maybe it's because the internet is a bubble and I only see people already ahead of me or maybe it's because of the AI job threat or it's just a natural desire for me to eliminate uncertainty and build something substantive"  
[X Link](https://x.com/anyuser/status/2023160393758117941)  2026-02-15T22:20Z [---] followers, [----] engagements


"I've seen many people doing Mag [--] rankings right now so I'll give mine. [--]. $META [--]. $AMZN [--]. $MSFT [--]. $NVDA [--]. $GOOGL [--]. $AAPL [--]. $TSLA Some of these are much harder to place than others. For example I think you could reasonably interchange the top [--]. Perhaps I'll do a thread at some point with explanations for each pick if you guys are interested. https://twitter.com/i/web/status/2023107879440617518 https://twitter.com/i/web/status/2023107879440617518"  
[X Link](https://x.com/anyuser/status/2023107879440617518)  2026-02-15T18:51Z [---] followers, [----] engagements


"The software selloff is not entirely unjustified. Some of these companies for sure needed to be rerated. Did $ADBE deserve to trade at [--] PE Or $CRM at [--] PE I don't think so. But like it often does the market overcorrects. Now we are left with $ADBE at [--] forward PE and $CRM at [--] forward PE while the underlying business strength remains essentially unchanged. Key word here is OVERcorrect. https://twitter.com/i/web/status/2023039597983215815 https://twitter.com/i/web/status/2023039597983215815"  
[X Link](https://x.com/anyuser/status/2023039597983215815)  2026-02-15T14:20Z [---] followers, [---] engagements


"You hear a lot of talk about the AI bubble. But how about the grocery bubble You've got: - $WMT trading at [--] forward PE with 4% revenue growth - $COST trading at [--] forward PE with 8% revenue growth Meanwhile $AMZN is trading [--] forward PE with 12% revenue growth (that's also accelerating) Even with their consistent cashflows and strong moats Walmart and Costco are still trading well above their [--] year average PEs of [--] and [--] respectively. Surely these valuations aren't sustainable for $COST and $WMT. Right https://twitter.com/i/web/status/2022858545792794906"  
[X Link](https://x.com/anyuser/status/2022858545792794906)  2026-02-15T02:20Z [---] followers, [----] engagements


"More SaaS companies getting "disrupted" by AI $DUOL $INTU $SPGI $ADP"  
[X Link](https://x.com/anyuser/status/2022811701628772819)  2026-02-14T23:14Z [---] followers, [---] engagements


"We don't appreciate the value of a community enough especially in investing. ALL of us are prone to making stupid impulsive decisions. It's part of being human. The sooner you realize this the better. Investing money happens to be a really easy outlet for that impulsiveness. "Get rich quick" is built into our psychology. The best hedge against this is accountability in community. You are much less likely to YOLO a penny stock if you have to tell [----] people about it. There is a reason so many YouTubers or FinX influencers have expensive private groups. It's because they work. But the great"  
[X Link](https://x.com/anyuser/status/2022767991012626866)  2026-02-14T20:20Z [---] followers, [---] engagements


"Something I've noticed about growing an X account: When you're a small account with a couple thousand followers or less people don't often reply to your posts even if they are really engaging. But there is an inflection point where you have enough reach that it suddenly becomes beneficial for reply guys to engage with you. I kinda hate that it works like this but I don't blame them. I've done the same thing trying to grow my account"  
[X Link](https://x.com/anyuser/status/2022714479494955358)  2026-02-14T16:48Z [---] followers, [----] engagements


"What do you do if your date is closed on Valentines Day Anyone else have this problem $HOOD"  
[X Link](https://x.com/anyuser/status/2022681262461456840)  2026-02-14T14:36Z [---] followers, [---] engagements


"I've officially been on X for a month now and I'm very pleased with the results At this rate I am well on my way to my goal of getting monetized by [----]. It's very motivating to see everyone posting their payouts. Just gotta keep chipping away"  
[X Link](https://x.com/anyuser/status/2022503656474775678)  2026-02-14T02:50Z [---] followers, [----] engagements


"If you had to go all in on a stock you DONT already own what would it be For me its between $TSM and $NFLX"  
[X Link](https://x.com/anyuser/status/2022501651760963922)  2026-02-14T02:42Z [---] followers, [----] engagements


"Surely $ADBE can't keep compounding revenue. they're gonna get disrupted by AI Adobe:"  
[X Link](https://x.com/anyuser/status/2022447721227919613)  2026-02-13T23:08Z [---] followers, 19K engagements


"Something to keep in mind with $META and really all of big tech right now: This CapEx will dampen EPS through depreciation for many years. In the short/medium term this may cap returns. But at this point it seems like the ROIC will be well worth it in the long run. Not just for $META but for the cloud giants like $AMZN and $GOOGL as well. https://twitter.com/i/web/status/2022398735821742511 https://twitter.com/i/web/status/2022398735821742511"  
[X Link](https://x.com/anyuser/status/2022398735821742511)  2026-02-13T19:53Z [---] followers, [----] engagements


"$SPGI is doing exactly what they should be doing if management believes the company is actually undervalued. - $1M open market insider buy (insiders only buy for one reason) - Expediting buybacks with $1B set for Q1. This is especially significant when you understand $SPGI usually increases buybacks as the year goes on so they tend to go light in Q1. However they clearly want to take advantage of current levels. - Management consistently affirmed AI as a tailwind in the Q4 call citing integration with S&P's proprietary data and client reluctance to switch from their comprehensive platform. As"  
[X Link](https://x.com/anyuser/status/2022378853520351659)  2026-02-13T18:34Z [---] followers, 12.4K engagements

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