# ![@FindleysFinance Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2002388167203434496.png) @FindleysFinance FindleysFinance

FindleysFinance posts on X about $meta, meta, $bn, business the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2002388167203434496/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2002388167203434496/c:line/m:interactions.svg)

- [--] Week [------] +578%
- [--] Month [------] +95%

### Mentions: [--] [#](/creator/twitter::2002388167203434496/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2002388167203434496/c:line/m:posts_active.svg)

- [--] Week [---] +344%
- [--] Month [---] +176%

### Followers: [--] [#](/creator/twitter::2002388167203434496/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2002388167203434496/c:line/m:followers.svg)

- [--] Week [--] +41%
- [--] Month [--] +94%

### CreatorRank: [-------] [#](/creator/twitter::2002388167203434496/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2002388167203434496/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49.57% [finance](/list/finance)  33.04% [technology brands](/list/technology-brands)  30.43% [cryptocurrencies](/list/cryptocurrencies)  8.7% [social networks](/list/social-networks)  0.87% [automotive brands](/list/automotive-brands)  0.87%

**Social topic influence**
[$meta](/topic/$meta) #122, [meta](/topic/meta) 20%, [$bn](/topic/$bn) #2, [business](/topic/business) 7.83%, [$four](/topic/$four) #5, [in the](/topic/in-the) 6.09%, [$pltr](/topic/$pltr) #387, [if you](/topic/if-you) 5.22%, [future](/topic/future) 5.22%, [at a](/topic/at-a) 4.35%

**Top accounts mentioned or mentioned by**
[@ashton1nvests](/creator/undefined) [@danielisdizzy](/creator/undefined) [@mayhem4markets](/creator/undefined) [@davidsacks](/creator/undefined) [@amitisinvesting](/creator/undefined) [@oguzerkan](/creator/undefined) [@dvdnddiplomats](/creator/undefined) [@pronkdaniel](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@sexycactus22684](/creator/undefined) [@wealthmatica](/creator/undefined) [@grindeoptions](/creator/undefined) [@conqcook](/creator/undefined) [@daahhvid](/creator/undefined) [@mikelongterm](/creator/undefined) [@michaeljburry](/creator/undefined) [@guytalksfinance](/creator/undefined) [@finwellguy](/creator/undefined) [@apompliano](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Brookfield Corporation (BN)](/topic/$bn) [4 (FOUR)](/topic/$four) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crocs, Inc. (CROX)](/topic/$crox) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Snap, Inc. (SNAP)](/topic/$snap) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [1dollarsol (1SOL)](/topic/1dollarsol) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Coca-Cola Co (KO)](/topic/$ko) [S&P Global Inc (SPGI)](/topic/$spgi) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@daahhvid @DavidSacks The entire market follows these numbers. So although you decided for whatever reason that you don't believe in data the market does. Anyway I'm curious what you base your claim that BLS is faking reports"  
[X Link](https://x.com/FindleysFinance/status/2022479466581344572)  2026-02-14T01:14Z [--] followers, [--] engagements


"@MikeLongTerm @X Independently of Burry I do think $PLTR is trading at a very high premium"  
[X Link](https://x.com/FindleysFinance/status/2022830023594647594)  2026-02-15T00:27Z [--] followers, [---] engagements


"Yes but what are the implications for freedom of information Whoever owns the underlying models being used to produce content or other methods to deliver information control narrative. I think that's what people are nervous about. I'm not sure there would be any material difference other than that. I'm also not sure that centralized models will be the primary use of AI as more businesses begin to adopt an on-prem agentic approach. But we will see. https://twitter.com/i/web/status/2022841347271725496 https://twitter.com/i/web/status/2022841347271725496"  
[X Link](https://x.com/FindleysFinance/status/2022841347271725496)  2026-02-15T01:12Z [--] followers, [--] engagements


"@amitisinvesting @michaeljburry It's sad because he literally gives no evidence as to why your post was just a meaningless rant. He just stated it as a claim then a bunch of people defended him"  
[X Link](https://x.com/FindleysFinance/status/2022844635031162976)  2026-02-15T01:25Z [--] followers, [----] engagements


"@Waller7J I despise when folks think problems solve themselves and they simply continue on and pretend it doesn't exist. Meanwhile their problems follow them and grow larger over time"  
[X Link](https://x.com/FindleysFinance/status/2023144937039294638)  2026-02-15T21:18Z [--] followers, [--] engagements


"@1DollarSol @GuyTalksFinance Well there is a lot more guaranteed than that but true. Inflation is not going away. Our entire economy depends on inflation. Without it borrowing would become more expensive overtime dooming our financial system to collapse or shrink"  
[X Link](https://x.com/FindleysFinance/status/2023146997734330562)  2026-02-15T21:26Z [--] followers, [--] engagements


"Personal finance isn't as simple as picking a stock and hoping to get lucky. It's a complex art that requires deliberate actions. This thread is my [--] step roadmap to achieve financial independence. If you skip a step the whole system could collapse"  
[X Link](https://x.com/FindleysFinance/status/2015186221967003858)  2026-01-24T22:13Z [--] followers, [---] engagements


"Financial agency is the belief that you are the primary driver of your financial outcomes. It's about shifting from a passive state of "things happen to me'" to an active state of "I make things happen". You can't control where you started but you do control where you're going"  
[X Link](https://x.com/FindleysFinance/status/2015741359194624231)  2026-01-26T10:59Z [--] followers, [--] engagements


"Theory is good but action is better. This week take a small manageable amount of money. Even $25 or $50 from your paycheck and use it to buy an asset. You've just become an employer of capital and an asset owner. Now you'll be a beneficiary of the economic growth machine"  
[X Link](https://x.com/FindleysFinance/status/2015747409322844234)  2026-01-26T11:23Z [--] followers, [--] engagements


"Embrace Failure as Feedback Agency doesn't mean everything will work out perfectly. A budget may break. An investment may go down. Agency is the resilience to learn from these events and adjust your plan rather than give up. Failure is not a verdict; it's data"  
[X Link](https://x.com/FindleysFinance/status/2015798128897605974)  2026-01-26T14:45Z [--] followers, [--] engagements


"@Ashton_1nvests I recently opened a position in $FOUR making it my 8th holding. I think the full vertical payment stack they offer is unique and allows them to capture more value out of every acquired customer including through M&A activity"  
[X Link](https://x.com/FindleysFinance/status/2017751449334071475)  2026-02-01T00:06Z [--] followers, [----] engagements


"@Ashton_1nvests Nobody is saying its going to kill software. The argument is that it will make software easier to build and interact with making it a more competitive space. If true this could hurt pricing power for these businesses"  
[X Link](https://x.com/FindleysFinance/status/2020716456590405784)  2026-02-09T04:28Z [--] followers, [--] engagements


"@danielisdizzy @Ashton_1nvests Hopefully not soon. If they went to $10t in the short term that would introduce a ton of risk in the holding"  
[X Link](https://x.com/FindleysFinance/status/2020719446374141962)  2026-02-09T04:40Z [--] followers, [--] engagements


"@Mindset4Money_X Revenue from ad video generation grew more than 3x total ad revenue growth That is an absolutely insane growth lever"  
[X Link](https://x.com/FindleysFinance/status/2020734434342006984)  2026-02-09T05:40Z [--] followers, [--] engagements


"@oguzerkan $ADBE is attractive at current valuations but I'm not convinced it's the best deal in the market. If you want something cheap $CROX is a lot cheaper. If you want something growing faster at a great price $FOUR looks like a better deal. $META $BN there's value everywhere"  
[X Link](https://x.com/FindleysFinance/status/2020735491344306206)  2026-02-09T05:44Z [--] followers, [---] engagements


"@DvdndDiplomats They are both trading at attractive valuations but $META looks cheaper is growing faster than $AMZN and projecting higher future growth than $AMZN"  
[X Link](https://x.com/FindleysFinance/status/2020735812175040675)  2026-02-09T05:45Z [--] followers, [--] engagements


"@Ashton_1nvests Have you studied Peter Lynch much If you haven't read One up on Wall Street you should because this is one of his principles. I find it funny that so many people subconsciously follow his logic. Must be a fairly common sense approach to market research"  
[X Link](https://x.com/FindleysFinance/status/2020739756066504980)  2026-02-09T06:01Z [--] followers, [--] engagements


"@finwellguy This is what I try to teach people when it comes to planning and budgeting. Do what is sustainable even if it isn't necessarily optimal"  
[X Link](https://x.com/FindleysFinance/status/2020740452136476715)  2026-02-09T06:04Z [--] followers, [--] engagements


"@wealthmatica @DividendDynasty It's already my second largest holding and I still feel that way. I think $FOUR has a better value to growth proposition currently though"  
[X Link](https://x.com/FindleysFinance/status/2020745969596592152)  2026-02-09T06:25Z [--] followers, [---] engagements


"@wealthmatica Their tools are vastly different and we see that in average revenue per user. A company doesn't become comparable or competitive to $META just because they throw ads at their users. There's plenty of companies that do that too. $SNAP isn't an underdog they're an under executor"  
[X Link](https://x.com/FindleysFinance/status/2020932124828893202)  2026-02-09T18:45Z [--] followers, [---] engagements


"@joecarlsonshow That doesn't mean $MSFT is cheap. It means those other businesses which are notoriously overpriced are still overpriced"  
[X Link](https://x.com/FindleysFinance/status/2020988937800728593)  2026-02-09T22:31Z [--] followers, [---] engagements


"@APompliano This should increase transaction volumes. Good for payment processors"  
[X Link](https://x.com/FindleysFinance/status/2020990706131882422)  2026-02-09T22:38Z [--] followers, [---] engagements


"@amitisinvesting It's funny to say the whole reason these companies are down is the same reason their earnings and revenue growth is up"  
[X Link](https://x.com/FindleysFinance/status/2020991004220981249)  2026-02-09T22:39Z [--] followers, [---] engagements


"@DvdndDiplomats Decreased my position in $NMIH a slow and steady compounder. Increased my positions in $QLYS and $FOUR"  
[X Link](https://x.com/FindleysFinance/status/2020992847957065898)  2026-02-09T22:46Z [--] followers, [---] engagements


"@khoiuna @DvdndDiplomats Likely because they forecasted revenue deceleration at 7% to 8% top line growth. But they are trading at 13.5x fcf so if earnings out pace revenue the company is trading at a good valuation. Plus they always keep forecasts overly conservative"  
[X Link](https://x.com/FindleysFinance/status/2021329252633731140)  2026-02-10T21:03Z [--] followers, [--] engagements


"@PronkDaniel $BN makes up almost 40% of my portfolio and has been my largest holding for years. I aim to keep it that way"  
[X Link](https://x.com/FindleysFinance/status/2021477770493313073)  2026-02-11T06:53Z [--] followers, [--] engagements


"@amitisinvesting Im not an investor in this one but as a long time user I'm happy to see them with so much success. They have revolutionized retail access to investing and trading"  
[X Link](https://x.com/FindleysFinance/status/2021478168109121883)  2026-02-11T06:55Z [--] followers, [---] engagements


"Revenue is growing but slowly. $META is projecting 30% top line growth after posting above 20% for multiple quarters. $SNAP is still operating income negative. Even when they eventually become profitable on an annual basis $SNAP still has over $1B in Stock Based Compensation to grow through. https://twitter.com/i/web/status/2021487785191043158 https://twitter.com/i/web/status/2021487785191043158"  
[X Link](https://x.com/FindleysFinance/status/2021487785191043158)  2026-02-11T07:33Z [--] followers, [---] engagements


"@DvdndDiplomats Some of these beaten down businesses were trading at astronomical valuations. However there is value to be found here. Personally I added to my $QLYS and $FOUR positions recently. If I had more dry powder I would be buying more $META and $BN alongside them"  
[X Link](https://x.com/FindleysFinance/status/2021488473463767054)  2026-02-11T07:36Z [--] followers, [---] engagements


"@DreamDividend This isn't an unpopular opinion. Even Buffet himself said he should have sold $KO long ago. When businesses trade at really high valuations and don't have fundamental improvements they are doomed to be flat for prolonged periods or corrected"  
[X Link](https://x.com/FindleysFinance/status/2021493916416213288)  2026-02-11T07:58Z [--] followers, [--] engagements


"This is great growth but to be honest this business is trading at such a crazy valuation. They are bottom line negative even on an adjusted basis. They are still diluting shareholders through share issuance and stock based compensation. They trade at over 30x sales. They have a lot of growth to go before they are worth what they are trading at today. https://twitter.com/i/web/status/2021494860113703308 https://twitter.com/i/web/status/2021494860113703308"  
[X Link](https://x.com/FindleysFinance/status/2021494860113703308)  2026-02-11T08:01Z [--] followers, [--] engagements


"@QualityInvest5 Yes it is but it's still expensive. Too many people suffer from recency bias and everyone seems to be forgetting price in relation to growth (PEG ratio). $SPGI reported revenue deceleration for the full year [----] of only 6-8% yet they trade at over 20x multiples"  
[X Link](https://x.com/FindleysFinance/status/2021500600496914652)  2026-02-11T08:24Z [--] followers, [---] engagements


"Agreed I was surprised to see so many people support this and create a make believe bullish narrative. OF is harmful. Even those who are arguing that it's good for folks who want to express themselves OF makes it less likely for them to do this in real life. It is absolutely degenerative unproductive addictive and socially detrimental. https://twitter.com/i/web/status/2021506221313065222 https://twitter.com/i/web/status/2021506221313065222"  
[X Link](https://x.com/FindleysFinance/status/2021506221313065222)  2026-02-11T08:46Z [--] followers, [--] engagements


"@betakm2 @PronkDaniel $META makes up around 30% as my second holding and also has been a staple in my portfolio for years. After that I have [--] small companies making up around 30% $CROX $QLYS $NSSC $FOUR and one arbitrage type holding I may exit soon. $INMD"  
[X Link](https://x.com/FindleysFinance/status/2021683242286620968)  2026-02-11T20:30Z [--] followers, [---] engagements


"@Dividend_Dollar Nearing When is $META a buy and why is it not a buy at 15x OCF and 30% projected revenue growth"  
[X Link](https://x.com/FindleysFinance/status/2021689767381930031)  2026-02-11T20:56Z [--] followers, [---] engagements


"@oguzerkan No threat from AI is a funny way to put it. $META is one of the only companies who has used AI to strengthen its core business model"  
[X Link](https://x.com/FindleysFinance/status/2021713867303530692)  2026-02-11T22:32Z [--] followers, [---] engagements


"Honestly I think it will. I don't think it will happen tomorrow but I think over the long term what $ADBE does today will be much cheaper and more accessible for competition. I have no idea if this happens in [--] year [--] years or [--] years but I think AI is a threat to them through increased competition. https://twitter.com/i/web/status/2021715135551946946 https://twitter.com/i/web/status/2021715135551946946"  
[X Link](https://x.com/FindleysFinance/status/2021715135551946946)  2026-02-11T22:37Z [--] followers, [---] engagements


"@GrindeOptions Because good jobs report means: - Less necessary for the fed to cut rates - Means rates could stay higher for longer - Means capital does not get cheaper to borrow - Which means less investments in expansion - Which means less velocity of money and less liquidity in the market"  
[X Link](https://x.com/FindleysFinance/status/2021716313098613220)  2026-02-11T22:41Z [--] followers, [--] engagements


"@WillBiddy_ @Ashton_1nvests True we never can. I have a strict rule of no more than [--] holdings. Anything more and it starts to get more difficult for me to stay well informed on my holdings"  
[X Link](https://x.com/FindleysFinance/status/2021735526433435826)  2026-02-11T23:58Z [--] followers, [--] engagements


"Of course they don't. When there is one supplier in a market with high demand that supplier is able to charge massive amounts of premium for their product. This allows $NVDA to sell a chip that should be worth $10k for over $30k. If you rely on this product to grow your own business this puts you at a huge disadvantage. Makes perfect sense"  
[X Link](https://x.com/FindleysFinance/status/2021770292708950080)  2026-02-12T02:16Z [--] followers, [---] engagements


"@qualtrim You can't use earnings as the valuation metric here. $META has an artificially high earnings multiple due to a non-cash tax hit they had to report of almost $10b recently. If you use P/OCF they are trading around 15x and projecting 30%+ revenue growth"  
[X Link](https://x.com/FindleysFinance/status/2021770724780978365)  2026-02-12T02:17Z [--] followers, [---] engagements


"The valuation isn't stretched it's being misreported here. You can't use earnings for $META currently for two reasons: [--]. They reported a non-cash tax restructuring hit recently making their P/E look artificially high. [--]. They are going through a massive capex cycle making earnings artificially low. Use Operating CashFlow. See P/OCF and Revenue growth charts below. https://twitter.com/i/web/status/2021771967347765413 https://twitter.com/i/web/status/2021771967347765413"  
[X Link](https://x.com/FindleysFinance/status/2021771967347765413)  2026-02-12T02:22Z [--] followers, [--] engagements


"@oguzerkan Well this is what happens when companies have massive multiple expansion like $MSFT did at the tail end of [----] and into [----]. They have a period of stagnant share price or a decline. $MSFT is trading around fair value today"  
[X Link](https://x.com/FindleysFinance/status/2021877599262454243)  2026-02-12T09:22Z [--] followers, [---] engagements


"@Alleninvests @MrMikeInvesting Yes thank you. Attractive is the perfect way to describe $MSFT. Not a generational opportunity"  
[X Link](https://x.com/FindleysFinance/status/2021878301690933464)  2026-02-12T09:25Z [--] followers, [---] engagements


"@Mudrok @GrindeOptions It's not a gimmick company by any means but it is very overvalued. It's been overvalued for years now so maybe it continues to be. Who knows"  
[X Link](https://x.com/FindleysFinance/status/2021879013816643872)  2026-02-12T09:28Z [--] followers, [--] engagements


"@ConqCook @Ashton_1nvests Okay so what's the actual impact of these 400000+ accounts on revenue and earnings Or are you just slinging numbers"  
[X Link](https://x.com/FindleysFinance/status/2021880735934886002)  2026-02-12T09:35Z [--] followers, [--] engagements


"@DudeWhoInvests Far cry from the spaghetti memes"  
[X Link](https://x.com/FindleysFinance/status/2021926255919337629)  2026-02-12T12:35Z [--] followers, [--] engagements


"This is a fair point and thank you for the reference. I am curious how much in sales that equates to and if they think it will be replaced. The management team is guiding for 60% in revenue growth. Based on guidance and tone it seems like maybe these [------] memberships are inconsequential to sales. https://twitter.com/i/web/status/2022068074355335255 https://twitter.com/i/web/status/2022068074355335255"  
[X Link](https://x.com/FindleysFinance/status/2022068074355335255)  2026-02-12T21:59Z [--] followers, [--] engagements


"@JeffW008 @danielisdizzy True but nobody is calling for a replacement. All they need is complimentary tech and people can scale with less $NVDA chips. We see this with TPUs continuing to grow in sales and more businesses designing custom chips optimized for their own stacks"  
[X Link](https://x.com/FindleysFinance/status/2022070065248792905)  2026-02-12T22:07Z [--] followers, [--] engagements


"@danielisdizzy $META is my second largest position making up over 33% of my portfolio. If I had more dry powder I would be adding to this already massive position"  
[X Link](https://x.com/FindleysFinance/status/2022076661915869356)  2026-02-12T22:33Z [--] followers, [----] engagements


"@PronkDaniel If I had more cash right now I would be deploying it into $META $QLYS and $FOUR"  
[X Link](https://x.com/FindleysFinance/status/2022079140808319288)  2026-02-12T22:43Z [--] followers, [---] engagements


"@DudeWhoInvests First time seeing Anthropic's revenue growth. Impressive"  
[X Link](https://x.com/FindleysFinance/status/2022079524876488849)  2026-02-12T22:45Z [--] followers, [---] engagements


"I believe the [--] year mortgage really destroyed the housing market. The bank doesn't need to figure out how much house you can afford anymore they aim to sell you a monthly payment. This increases demand be decreasing loan discretion from perspectives of both buyers and sellers. This causes prices to rise over time. Further I believe a [--] year mortgage would temporarily boost "affordability" but it would increase prices immensely over time. https://twitter.com/i/web/status/2022080519002018064 https://twitter.com/i/web/status/2022080519002018064"  
[X Link](https://x.com/FindleysFinance/status/2022080519002018064)  2026-02-12T22:48Z [--] followers, [--] engagements


"I think the actual narrative for why wall street is bearish on $DUOL is actually the fact that their core business is in a hyper competitive space. $DUOL is essentially competing for time spent on their platform meaning they are trying to compete with Youtube META's family of apps streaming services etc. I'm not convinced and neither is the market that $DUOL's language app is going to be durable here. https://twitter.com/i/web/status/2022149449208967509 https://twitter.com/i/web/status/2022149449208967509"  
[X Link](https://x.com/FindleysFinance/status/2022149449208967509)  2026-02-13T03:22Z [--] followers, [--] engagements


"I don't know when I will choose to actually retire but I want to have the option to partially retire by [--] years old and that is my current target. But financial freedom doesn't mean not working it just means giving yourself the option to choose what you do even when it's not the most optimum for income. It means owning your time. My goal is to own my time by [--]. https://twitter.com/i/web/status/2022154115380580738 https://twitter.com/i/web/status/2022154115380580738"  
[X Link](https://x.com/FindleysFinance/status/2022154115380580738)  2026-02-13T03:41Z [--] followers, [---] engagements


"@DudeWhoInvests Yes but more jobs are being created by AI than destroyed by AI. Especially for building. Maybe this won't be the trend forever but that is the trend today"  
[X Link](https://x.com/FindleysFinance/status/2022154496886071619)  2026-02-13T03:42Z [--] followers, [--] engagements


"@oguzerkan Fintech moving with Fintech"  
[X Link](https://x.com/FindleysFinance/status/2022164483179946378)  2026-02-13T04:22Z [--] followers, [--] engagements


"@TJTheWheelDeal $META. I have other high conviction positions as well but $META is what I would consider a no-brainer"  
[X Link](https://x.com/FindleysFinance/status/2022179546754429011)  2026-02-13T05:22Z [--] followers, [---] engagements


"@jonbrooks Being defensive doesn't mean being 100% in cash. I will say though even if you miss a strong market for a while at least you will walk away with a very valuable lesson. Time in the market beats timing the market"  
[X Link](https://x.com/FindleysFinance/status/2022184503528370621)  2026-02-13T05:42Z [--] followers, [---] engagements


"@Mr_Derivatives Does anyone care about valuation You should read a little about the golden ratio (Peter Lynch's PEG ratio) to better understand how market pricing in the long term actually works"  
[X Link](https://x.com/FindleysFinance/status/2022185689224458274)  2026-02-13T05:46Z [--] followers, [--] engagements


"@Mr_Derivatives Just noticed you're more of a technical trader rather than a fundamental investor"  
[X Link](https://x.com/FindleysFinance/status/2022185967751496095)  2026-02-13T05:47Z [--] followers, [--] engagements


"@iamtomnash It's generally reliable to avoid very high premium stocks. In this case the market has been slow to correct it but $PLTR is still trading at astronomical valuations. A ton of their future earnings have already been priced in"  
[X Link](https://x.com/FindleysFinance/status/2022186514005086459)  2026-02-13T05:50Z [--] followers, [---] engagements


"@iamtomnash brother in [--] years if the market still has this business mispriced I will be surprised but obviously it does happen. For example $TSLA has been overvalued for [--] years now and still trades at a high premium on a PEG basis. Where I will challenge you is why you think $PLTR should trade at higher PEG ratios and do you even acknowledge it is trading for a premium today https://twitter.com/i/web/status/2022187325288030241 https://twitter.com/i/web/status/2022187325288030241"  
[X Link](https://x.com/FindleysFinance/status/2022187325288030241)  2026-02-13T05:53Z [--] followers, [--] engagements


"@QualityInvest5 Absolutely incredible. And most of it is organic expansion of their core business. Even more impressive"  
[X Link](https://x.com/FindleysFinance/status/2022187677240676556)  2026-02-13T05:54Z [--] followers, [---] engagements


"@Dousek_Equity @QualityInvest5 Yes of course but these events come in cycles. When the cycle shifts $META would likely recapture their share of the market very quickly as they've done every time before. Good point though advertising is a cyclical market"  
[X Link](https://x.com/FindleysFinance/status/2022188032670212332)  2026-02-13T05:56Z [--] followers, [--] engagements


"The trap of recency bias: The tendency to place too much importance on recent events causing us to extrapolate recent trends indefinitely into the future ignoring long-term data. The Cost After a strong bull market year an investor goes all-in on stocks assuming high returns will continue forever. Conversely after a market crash they sell everything and go to cash fearing the market will keep dropping. But it's all just noise Look at long term market performance (10 [--] [--] years) to see that market cycles are normal and past performance is not indicative of future results. A consistent"  
[X Link](https://x.com/FindleysFinance/status/2022188788022444460)  2026-02-13T05:59Z [--] followers, [--] engagements


"@jjmcapital @APompliano Doubtful. The government would help stimulate faster than we'd expect to see any meaningful deflation"  
[X Link](https://x.com/FindleysFinance/status/2022477591199035757)  2026-02-14T01:06Z [--] followers, [--] engagements


"@m1ndhunter_x @DavidSacks 20% What are you talking about"  
[X Link](https://x.com/FindleysFinance/status/2022480348278591730)  2026-02-14T01:17Z [--] followers, [--] engagements


"@sexycactus22684 @daahhvid @DavidSacks Because we have positive real rates and don't need to be too constrictive. Anyway I'll ask again since you avoided my question. What is your basis for claiming that the BLS is faking economic reports"  
[X Link](https://x.com/FindleysFinance/status/2022503113874452885)  2026-02-14T02:48Z [--] followers, [--] engagements


"@ftr_investors Between these two $GOOGL. Because $PLTR is trading at such a high premium it reminds me of Cisco back in the early 2000's. If we refuse to learn from history it's doomed to repeat itself"  
[X Link](https://x.com/FindleysFinance/status/2022619215614873672)  2026-02-14T10:29Z [--] followers, [---] engagements


"@stu_bowler @JimChuong [--] million dollar home with [--] million invested = winning more. 🤠"  
[X Link](https://x.com/FindleysFinance/status/2022816007447060552)  2026-02-14T23:31Z [--] followers, [--] engagements


"@stock_unlock $GOOGL has recently experienced a massive expansion in valuation. It's a great business but it is selling at a premium"  
[X Link](https://x.com/FindleysFinance/status/2022830581168664832)  2026-02-15T00:29Z [--] followers, [--] engagements


"@HolySmokas $BN. I think they have one of them most durable capital structures and management teams in the world"  
[X Link](https://x.com/FindleysFinance/status/2022845972632735853)  2026-02-15T01:30Z [--] followers, [----] engagements


"@Yeetus123558 @amitisinvesting @michaeljburry This is what he said in his post. "This is so funny. I read the report really I did now let me show you that I did not read the report with my meaningless rant. $GME $PLTR""  
[X Link](https://x.com/FindleysFinance/status/2022868328696668330)  2026-02-15T02:59Z [--] followers, [---] engagements


"It's possible that Capex falls maybe in [----] but I think the numbers are in for the year. Specifically with the organic capital deployers of course. My reasoning stems from the comments from $META and $GOOGL in particular. These companies are citing resource starvation as an internal bottleneck. Demand is not the bottleneck supply of compute is. These businesses are investing this amount in capex to expand not compute but their core businesses. OpenAI Oracle these are a different story. Those I don't see as hyperscalers rather businesses that operate OPM."  
[X Link](https://x.com/FindleysFinance/status/2023153413727703274)  2026-02-15T21:52Z [--] followers, [--] engagements


"Charlie Munger was the master of thinking and the longtime vice chairman of Berkshire Hathaway. He was an intellectual giant whose wisdom transformed Buffett's entire future potential and investment philosophy. That's right It was HE who changed Buffets approach from cigar butt investing to "wonderful businesses at a fair price" investing. Many cite Mr. Munger as the intellectual architect of Berkshire's success. Mr. Munger was trained as a lawyer at Harvard where he brought a broad base of knowledge differentiating himself from his peers. His philosophy wasn't about finding complex ways to"  
[X Link](https://x.com/FindleysFinance/status/2023155087967957201)  2026-02-15T21:58Z [--] followers, [--] engagements


"Most people go to school get a job and work for money. The wealthy acquire assets that generate money for them. Every dollar you save and invest is like putting a tiny financial employee to work. Be an employer of capital not an employee of capital"  
[X Link](https://x.com/FindleysFinance/status/2015813353806168429)  2026-01-26T15:45Z [--] followers, [--] engagements


"A budget isnt about spending less its about spending better. The magic is in cutting what doesnt matter so you can double down on what does. Most budgets fail because they create guilt or take too much work. Create a plan that's most sustainable rather than most optimal"  
[X Link](https://x.com/FindleysFinance/status/2015832110691492016)  2026-01-26T17:00Z [--] followers, [---] engagements


"I wouldn't call this a generational opportunity. You can't be hyperbolic about everything and expect people to take you seriously. $MSFT is trading slightly above their projected future growth. You could argue they are trading at fair value using a PEG ratio but it's a far cry from a generational opportunity today. https://twitter.com/i/web/status/2021878140088594877 https://twitter.com/i/web/status/2021878140088594877"  
[X Link](https://x.com/FindleysFinance/status/2021878140088594877)  2026-02-12T09:24Z [--] followers, [----] engagements


"Yes disinflation means prices go up at a slower pace. We do not want to target deflation. In a deflationary economy debt becomes more expensive over time putting both the capital markets and the consumer at major risk. The government would also have lower revenue in that environment putting the national debt in a really bad place. The government would not let that happen. https://twitter.com/i/web/status/2022478198886498502 https://twitter.com/i/web/status/2022478198886498502"  
[X Link](https://x.com/FindleysFinance/status/2022478198886498502)  2026-02-14T01:09Z [--] followers, [--] engagements


"Intrinsic value is the true underlying value of a business based on its ability to generate cash for its owners over its lifetime. It is a fundamental concept that separates investing from speculation. Price is what you pay for a stock on any given day driven by market sentiment supply and demand. Value is what the underlying business is actually worth. A successful investor understands that these two can be very different"  
[X Link](https://x.com/FindleysFinance/status/2022657578249949504)  2026-02-14T13:02Z [--] followers, [--] engagements


"Overpaying is the surest path to poor returns even with a great company. During the dot-com bubble of 1999-2000 Cisco was a fantastic high-growth company that dominated its industry much like $PLTR today. Investors caught in the euphoria bid the stock up to a price that was far above any reasonable estimate of its intrinsic value. When the bubble burst the stock price collapsed. The business itself remained excellent but it took over [--] years for the stock price to get back to its [----] peak. Investors who bought at the top ignoring valuation suffered a decade or more of zero returns from one"  
[X Link](https://x.com/FindleysFinance/status/2022679725093564891)  2026-02-14T14:30Z [--] followers, [---] engagements


"For those who need help finding someone to learn from that fits their investment philosophy here's a few ideas. Screen shot taken from https://www.findleysfinance.com https://www.findleysfinance.com"  
[X Link](https://x.com/FindleysFinance/status/2022704637514826129)  2026-02-14T16:09Z [--] followers, [--] engagements


"If you're struggling to figure out what your philosophy is for investing try asking yourself these questions. It might help a little. Do I enjoy deep analysis and reading 10-Ks Consider Value or Growth at a Reasonable Price (GARP). Am I energized by innovation and trends Consider Growth investing. Do I want simplicity and peace of mind Default to Passive Index investing. Essentially a set it and forget it practice. Can I stay calm when others panic Contrarian strategies might fit your temperament. https://twitter.com/i/web/status/2022730306868924547"  
[X Link](https://x.com/FindleysFinance/status/2022730306868924547)  2026-02-14T17:51Z [--] followers, [--] engagements


"@SPXSatoshi On a PEG basis $AMZN because future growth is higher and they trade at a lower valuation. $NFLX is still overpriced"  
[X Link](https://x.com/FindleysFinance/status/2022792801428344905)  2026-02-14T21:59Z [--] followers, [---] engagements


"True. It's simple but not easy. I've started reading a new book called the millionaire fast lane. It's not what I expected and it's refreshing to hear a new perspective on things. He calls what you're describing as the slow lane. I also prescribe to the slow lane but am working on a few projects in an attempt to learn how to be an entrepreneur. https://twitter.com/i/web/status/2022793367126720723 https://twitter.com/i/web/status/2022793367126720723"  
[X Link](https://x.com/FindleysFinance/status/2022793367126720723)  2026-02-14T22:01Z [--] followers, [--] engagements


"I told some folks to buy $META and $GOOGL at all time lows in [----]. They listened and were rewarded handsomely. But now they sort of take it for granted in the sense that they think that's what the market does. It's silly but they feel less rewarded when other things don't perform as well. A prime lesson here is that the human brain gets anchored to what feels the best at any given time. When you lead decisions with these feelings it can hurt your long term potential. https://twitter.com/i/web/status/2022813930859774188 https://twitter.com/i/web/status/2022813930859774188"  
[X Link](https://x.com/FindleysFinance/status/2022813930859774188)  2026-02-14T23:23Z [--] followers, [--] engagements


"@NolanGouveiapG I've noticed a shift in the markets. Wall street is rotating out of risk assets and into safe havens. The problems is those safe haven businesses like Walmart and Costco are bid so high they now represent unnecessary risk themselves"  
[X Link](https://x.com/FindleysFinance/status/2022981065905000821)  2026-02-15T10:27Z [--] followers, [--] engagements


"I was confident pretty quickly but my reasoning for being confident has changed a few times. Buffet started as a cigar butt investor as he was mentored by Ben Graham. But after he met Mr. Munger his philosophy changed as well. He was always confident but his reasoning and philosophy has evolved over time. https://twitter.com/i/web/status/2022987776824881540 https://twitter.com/i/web/status/2022987776824881540"  
[X Link](https://x.com/FindleysFinance/status/2022987776824881540)  2026-02-15T10:54Z [--] followers, [--] engagements


"I created Findley's Finance to guide you through each one of these [--] steps. Finance is personal. There is no one size fits all. I give you the questions to ask yourself to help highlight what success means to you. If not today then when Visit https://www.findleysfinance.com https://www.findleysfinance.com"  
[X Link](https://x.com/FindleysFinance/status/2015186234512171096)  2026-01-24T22:13Z [--] followers, [--] engagements


"As long as we have a net rate high enough to cut in case of emergency rates will go lower. CPI is sitting around 2.7% and the fed funds rate is sitting around 3.5-3.7%. That's a real rate of 0.8-1.0%. That's a healthy buffer. If CPI continues to go down as we expect then rates can follow inflation down and still maintain a safe buffer. https://twitter.com/i/web/status/2021501874092794324 https://twitter.com/i/web/status/2021501874092794324"  
[X Link](https://x.com/FindleysFinance/status/2021501874092794324)  2026-02-11T08:29Z [--] followers, [--] engagements


"@m1ndhunter_x @DavidSacks A citizen jobs report You mean different than BLS official data"  
[X Link](https://x.com/FindleysFinance/status/2022479918970572866)  2026-02-14T01:16Z [--] followers, [--] engagements


"If you're an active investor in the markets make sure you understand where your bias stands. Review these [--] fallacies to increase your self awareness: - Confirmation Bias - Narrative Fallacy - Loss Aversion - FOMO (Fear Of Missing Out) - Overconfidence Bias - Action Bias - Anchoring Bias - Recency Bias - Survivorship Bias The two I've witnessed the most so far on x are FOMO and recency bias. Are you affected by any of these I was when I first started. https://twitter.com/i/web/status/2022747419365220527 https://twitter.com/i/web/status/2022747419365220527"  
[X Link](https://x.com/FindleysFinance/status/2022747419365220527)  2026-02-14T18:59Z [--] followers, [--] engagements


"We always praise the most successful people in the market without regard for their mistakes. It's great to follow them and listen to them. But much of their wisdom comes from their biggest mistakes; the ones they could afford to make and teach us what they learned. Here's one of those stories: In [----] Buffett acquired Dexter Shoe Company paying for it with Berkshire Hathaway stock. He judged Dexter to have a durable competitive advantage but it was quickly eroded by cheap foreign competition. The business eventually went to zero. Buffett considers this his worst mistake not just because the"  
[X Link](https://x.com/FindleysFinance/status/2022774095276871769)  2026-02-14T20:45Z [--] followers, [--] engagements


"Ramit I love your book and your story brother but Robinhood is a fantastic entry into the retail investment market. I use them as one of my two primary brokers right next to Fidelity (Though Robinhood is much easier to use and much more responsive.) I would say folks should avoid trading options but that has nothing to do with Robinhood. Robinhood entered the market with a $0 commission trade and now all the others are following suit. How is that not a huge win https://twitter.com/i/web/status/2022811646134304977 https://twitter.com/i/web/status/2022811646134304977"  
[X Link](https://x.com/FindleysFinance/status/2022811646134304977)  2026-02-14T23:14Z [--] followers, [--] engagements


"@finwellguy If money keeps you up at night money is a problem. And problems don't solve themselves"  
[X Link](https://x.com/FindleysFinance/status/2023153670465208570)  2026-02-15T21:53Z [--] followers, [--] engagements


"@GuyTalksFinance I tell people this all the time. I can help you identify the issue but overspending is user error. The only person who can solve that problem is the spender"  
[X Link](https://x.com/FindleysFinance/status/2022475642928009597)  2026-02-14T00:59Z [--] followers, [--] engagements


"@Ashton_1nvests I used to say $META but most people understand the ads market now. Maybe $BN nowadays. It's a very complicated capital empire"  
[X Link](https://x.com/FindleysFinance/status/2022845801438040531)  2026-02-15T01:29Z [--] followers, [---] engagements


"I remember looking at this business many years ago and thinking "that's a lot of sales but it's retail." Retail takes continuous scaling to grow earnings due to the low margin nature and race to the bottom for prices. But $AMZN has come a very long way from being a retail giant. Think back to its origin and again another evolution story. We can all learn a lot from this company. https://twitter.com/i/web/status/2022997173403791840 https://twitter.com/i/web/status/2022997173403791840"  
[X Link](https://x.com/FindleysFinance/status/2022997173403791840)  2026-02-15T11:31Z [--] followers, [--] engagements


"@Ashton_1nvests $BN but $META is a close second and $CROX is so cheap and ignored that it will produce high returns even with little to no growth"  
[X Link](https://x.com/FindleysFinance/status/2020718592321618101)  2026-02-09T04:37Z [--] followers, [---] engagements


"Seeing an acceleration in cloud revenue from the largest market share holder is very bullish for the space. It's crazy that they have such a competitive stack and pricing power at the same time. Excited to see what $BN can do with this expansion in cloud and data center services. https://twitter.com/i/web/status/2021496028407660769 https://twitter.com/i/web/status/2021496028407660769"  
[X Link](https://x.com/FindleysFinance/status/2021496028407660769)  2026-02-11T08:06Z [--] followers, [--] engagements


"@TimoVainionpaa $BN and Oaktree always pushing the limits. Love to see it. Hope to see them hit the target next time"  
[X Link](https://x.com/FindleysFinance/status/2021923480682607034)  2026-02-12T12:24Z [--] followers, [---] engagements


"@Ashton_1nvests $BN. I'm sure yours is $SOFI"  
[X Link](https://x.com/FindleysFinance/status/2022148254432166291)  2026-02-13T03:18Z [--] followers, [---] engagements


"@PronkDaniel $BN is also my largest position. And although I am disappointed by their growth this year I am happy with their guidance and I do think they can hit their targets"  
[X Link](https://x.com/FindleysFinance/status/2022217160769286313)  2026-02-13T07:51Z [--] followers, [---] engagements


"No we are not at 1%. Inflation is measured on a [--] month basis. I would like to see the reasoning for why people trust trueflation over official BLS reporting because they are never the same read. The fed basis decisions based on official government data so mechanically BLS reports are more accurate and relative than other third party reports. https://twitter.com/i/web/status/2022481564270280719 https://twitter.com/i/web/status/2022481564270280719"  
[X Link](https://x.com/FindleysFinance/status/2022481564270280719)  2026-02-14T01:22Z [--] followers, [--] engagements


"@DudeWhoInvests Walmart trades at a high valuation most of the time though. It never makes sense. Same with Coca Cola. IMO"  
[X Link](https://x.com/FindleysFinance/status/2022545843912651247)  2026-02-14T05:38Z [--] followers, [---] engagements


"@danielisdizzy $AAPL is an iterator not an innovator. They do what they can to protect their moat and they never veer outside of that. I wouldn't expect anything breakthrough coming from them"  
[X Link](https://x.com/FindleysFinance/status/2022792506052612155)  2026-02-14T21:58Z [--] followers, [---] engagements


"@QualityInvest5 In [--] quarters if they don't have any new ad delivery mechanisms. But we can see they are working on changing that by offering new products with more outreach. I wonder how long it will be before $META enters the cloud space and starts competing there too"  
[X Link](https://x.com/FindleysFinance/status/2022815490973012187)  2026-02-14T23:29Z [--] followers, [---] engagements


"@DarkPoolSociety @JimChuong I suppose it depends on what your goals are. But if traveling is one of them why not"  
[X Link](https://x.com/FindleysFinance/status/2022816206915338594)  2026-02-14T23:32Z [--] followers, [---] engagements


"@YodaStockInvest $META and $BN. I believe these two businesses provide some of the most durable long term growth levers in the market. Better yet both of them trade at a great valuation"  
[X Link](https://x.com/FindleysFinance/status/2022816646046290016)  2026-02-14T23:34Z [--] followers, [---] engagements


"@Mayhem4Markets Based on economic trajectory alone I wouldn't be surprised to see the market perform very well starting next quarter. If it continues to underperform I will continue to buy the unfavorable businesses which present very strong opportunities. Like $META for example"  
[X Link](https://x.com/FindleysFinance/status/2023145993647321568)  2026-02-15T21:22Z [--] followers, [--] engagements


"@Mayhem4Markets Not all of them are "realistic" but some are. When you're talking about the hyperscalers like $META $GOOGL $AMZN they are paying for this buildout organically. That makes it very real. For a company like $ORCL and OpenAI no probably not"  
[X Link](https://x.com/FindleysFinance/status/2023148454323868033)  2026-02-15T21:32Z [--] followers, [---] engagements


"@Mayhem4Markets This graph is only a very small period too short to show any market trends. You are simply looking at a recessionary period on the front end going straight into a multi-year strong bull market. Of course exposure cash goes from positive to negative here"  
[X Link](https://x.com/FindleysFinance/status/2023149147776512230)  2026-02-15T21:35Z [--] followers, [--] engagements


"@GrindeOptions $BN $META $FOUR $QLYS $CROX I think this will be an outperforming group over the next decade. I would also add $NSSC here if I had another spot"  
[X Link](https://x.com/FindleysFinance/status/2023155560393441539)  2026-02-15T22:00Z [--] followers, [---] engagements


"@Mayhem4Markets How could any of us ever forget. Whoever sold that must be the best salesman of all time. Makes me think of the "Sell me this pen" scene from the Wolf of Wall street"  
[X Link](https://x.com/FindleysFinance/status/2023157022028624196)  2026-02-15T22:06Z [--] followers, [--] engagements

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