# ![@KnoxValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::976525632497766401.png) @KnoxValue Knox Value

Knox Value posts on X about $now, $duol, $googl, $intu the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::976525632497766401/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::976525632497766401/c:line/m:interactions.svg)

- [--] Week [---] +1.30%
- [--] Month [-----] +89%
- [--] Months [-----] +27%

### Mentions: [--] [#](/creator/twitter::976525632497766401/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::976525632497766401/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [--] +117%
- [--] Months [--] +28%

### Followers: [--] [#](/creator/twitter::976525632497766401/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::976525632497766401/c:line/m:followers.svg)

- [--] Week [--] no change
- [--] Month [--] +20%
- [--] Months [--] +50%

### CreatorRank: [---------] [#](/creator/twitter::976525632497766401/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::976525632497766401/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [financial services](/list/financial-services)  #975 [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$now](/topic/$now), [$duol](/topic/$duol), [$googl](/topic/$googl), [$intu](/topic/$intu), [$crm](/topic/$crm), [$msft](/topic/$msft), [$tw](/topic/$tw), [$amzn](/topic/$amzn), [$ma](/topic/$ma), [$cdns](/topic/$cdns)

**Top accounts mentioned or mentioned by**
[@investwithroots](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intuit Inc. (INTU)](/topic/$intu) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mastercard, Inc. (MA)](/topic/$ma) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Apple, Inc. (AAPL)](/topic/$aapl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Cintas Corporation (CTAS)](/topic/$ctas) [Vertex Protocol (VRTX)](/topic/$vrtx) [ServiceNow Inc (NOW)](/topic/servicenow) [Netflix Inc (NFLX)](/topic/$nflx) [Fortinet Inc (FTNT)](/topic/$ftnt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Vertex Pharmaceuticals Incorporated (VRTX)](/topic/vertex-pharma) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Check Point Software Technologies Ltd (CHKP)](/topic/$chkp) [Walmart, Inc. (WMT)](/topic/$wmt) [Bank of America (BAC)](/topic/bank-of-america) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Portfolio Breakdown $Googl 12.22% $Intu 10.40% $Amzn 9.64% $Adbe 8.64% $Msft 8.48% $Vrtx 8.19% $Crm 6.05% $Knsl 5.48% $Now 4.48% $Tw 4.18% $Ufpt 3.41% $Ma 3.1% $Cdns 2.86% $Abnb 2.69% $Aapl 2.53% $Ctas 2.32% $Duol 1.75% $Cmg 1.7% $Uber 1.23%"  
[X Link](https://x.com/KnoxValue/status/1906847529418768777)  2025-03-31T23:14Z [--] followers, [---] engagements


"Portfolio Returns as of 3/31/25 $Googl +4.43% $Intu +4.09% $Amzn +0.08% $Adbe -18.40% $Msft -4.99% $Vrtx +17.87% $Crm -0.17% $Knsl +15.19% $Now -17.91% $Tw +18.61% $Ufpt -19.74% $Ma +25.62% $Cdns -6.67% $Abnb -13.65% $Aapl +18.92 $Ctas +10.49 $Duol +0.17 $Cmg -7.73% $Uber +8.75%"  
[X Link](https://x.com/KnoxValue/status/1906883314490765772)  2025-04-01T01:36Z [--] followers, [---] engagements


"No matter what happens in the market tomorrow with the tariff release everyone should stay invested in high quality companies Top Picks: $Googl $Amzn Great Picks: $Msft $Adbe $Crm $Now Flyer Picks: $Abnb $Duol"  
[X Link](https://x.com/KnoxValue/status/1907235995596013786)  2025-04-02T00:57Z [--] followers, [---] engagements


"Today I sold out of $UFPT and transferred all the money to $NOW -Reason for Selling UFPT is a 15% short interest high debt and low cash amount and continuing to buy companies to push revenue higher"  
[X Link](https://x.com/KnoxValue/status/1908246383121096940)  2025-04-04T19:52Z [--] followers, [--] engagements


"I fully sold out of $ADBE with a loss of 25%. I still believe it is a high quality company but when I bought it there were multiple things working against it like AI and the market crash. I used the money to buy $GOOGL and $AMZN because I believe these companies are cheap today"  
[X Link](https://x.com/KnoxValue/status/1908253358919499945)  2025-04-04T20:20Z [--] followers, [--] engagements


"Another Purchase of $INTU -Extremely fast growth in revenue and free cash flow -Continues to increase dividends by over 10% -Small businesses will continue to use Quickbooks -Most people continue to prefer TurboTax over other tax options"  
[X Link](https://x.com/KnoxValue/status/1909394922160914877)  2025-04-07T23:56Z [--] followers, [--] engagements


"Today looked like a recovery day but instead I bought more of Airbnb $Abnb. -Airbnb has become a dominant player in the travel industry -Network effects have craved out a competitive moat -Shares trade at around 7% free cash flow -Expanding into new business avenues"  
[X Link](https://x.com/KnoxValue/status/1909742390023537120)  2025-04-08T22:57Z [--] followers, [--] engagements


"Portfolio Breakdown $Googl 13.07% $Intu 12.21% $Amzn 10.55% $Now 8.15% $Msft 8.09% $Crm 7.95% $Vrtx 7.54% $Knsl 5.01% $Tw 4.65% $Abnb 3.57% $Aapl 3.11% $Cdns 2.69% $Ma 2.66% $Ctas 2.14% $Duol 1.71% $Cmg 1.55% $Uber 1.12%"  
[X Link](https://x.com/KnoxValue/status/1911141208262688933)  2025-04-12T19:35Z [--] followers, [---] engagements


"Through the downturns in the market added to positions like Amazon $Amzn Google $Googl Intuit $Intu ServiceNow $Now and Salesforce $Crm still looking to add more to my smaller position to balance the portfolio better"  
[X Link](https://x.com/KnoxValue/status/1911141210548285694)  2025-04-12T19:35Z [--] followers, [--] engagements


"Portfolio Returns as of 4/12/25 $Googl +6.23% $Intu +1.23% $Amzn -1.13% $Now -8.34% $Msft -1.69% $Crm -1.88% $Vrtx +17.72% $Knsl +14.16% $Tw +2.84% $Abnb -9.85% $Aapl +5.21% $Cdns -4.78% $Ma +16.83% $Ctas +10.77% $Duol +6.24% $Cmg -8.56% $Uber +7.88%"  
[X Link](https://x.com/KnoxValue/status/1911147750428983542)  2025-04-12T20:01Z [--] followers, [---] engagements


"Market continues to be pressured by the ongoing trade war. I believe the best thing to do is to keep investing in high quality companies like Amazon $amzn Google $googl Salesforce $crm ServiceNow $now Airbnb $abnb and Chipotle $cmg"  
[X Link](https://x.com/KnoxValue/status/1912647029026689044)  2025-04-16T23:19Z [--] followers, [---] engagements


"Pretty surprising to witness Chipotle increase today after weak report $CMG -Sales of 2.875B increase of 6.4% -EPS of $0.28 increase of 7.7% -Tariffs impacted customer confidence with first quarterly same-store sales decrease since [----] -Would buy more if shares fell to $45"  
[X Link](https://x.com/KnoxValue/status/1915554525831680096)  2025-04-24T23:52Z [--] followers, [--] engagements


"Solid report by Cadence Design Systems $CDNS -Revenue of 1.24B increase of 23% -EPS of $1.00 increase of 10% -Free Cash Flow of 464m increase of 128% -Great to see Free Cash Flow rise as it has been stagnant the last five years -Competitive Moat with Chip Design Software"  
[X Link](https://x.com/KnoxValue/status/1917730039610610096)  2025-04-30T23:57Z [--] followers, [--] engagements


"Decent earnings from Mastercard $MA -Revenue of 7.2b increase of 14% -EPS of $3.59 increase of 11.5% -Shares outstanding reduced by 2% -Free cash flow of 2.2b increase of 46% -Consumers spending is strong even when news outlets will tell you the economy is falling apart"  
[X Link](https://x.com/KnoxValue/status/1918082265906635055)  2025-05-01T23:17Z [--] followers, [--] engagements


"$GOOGL 13.35% $INTU 12.12% $AMZN 10.89% $NOW 9.34% $MSFT 8.35% $CRM 7.91% $VRTX 7.18% $KNSL 6.44% $TW 4.75% $ABNB 3.59% $AAPL 2.97% $CDNS 2.95% $MA 2.68% $DUOL 2.32% $CTAS 2.03% $CMG 1.48% $UBER 1.21%"  
[X Link](https://x.com/KnoxValue/status/1919122285966844381)  2025-05-04T20:09Z [--] followers, [---] engagements


"Strong earnings across the board by companies like $NOW $MSFT $TW $CDNS $MA and $DUOL led to increased position sizes in the portfolio"  
[X Link](https://x.com/KnoxValue/status/1919122287648759961)  2025-05-04T20:09Z [--] followers, [--] engagements


"13% drop for Vertex Pharmaceuticals after reporting earnings last night -Revenue came in little of expectation at 2.77b increase of 2.5% -EPS of $2.49 decrease of 41% -Hold the company because of monopoly in cystic fibrosis treatments -Raised bottom of Revenue guidance"  
[X Link](https://x.com/KnoxValue/status/1919759517052481945)  2025-05-06T14:21Z [--] followers, [--] engagements


"$INTU 12.67% $GOOGL 12.56% $AMZN 11.18% $NOW 9.46% $MSFT 8.5% $CRM 8% $KNSL 6.58% $VRTX 6.15% $TW 4.98% $ABNB 3.68% $CDNS 2.95% $AAPL 2.89% $MA 2.76% $DUOL 2.47% $CTAS 2.08% $CMG 1.44% $UBER 1.2%"  
[X Link](https://x.com/KnoxValue/status/1921290460149981282)  2025-05-10T19:45Z [--] followers, [---] engagements


"Negative news about Google $GOOGL and bad earnings by Vertex Pharmaceuticals $VRTX caused major price decreases in these positions. Both companies I believe are still great companies and will be adding to these positions if they continue to decrease"  
[X Link](https://x.com/KnoxValue/status/1921290462523985970)  2025-05-10T19:45Z [--] followers, [--] engagements


"$INTU +12.76% $GOOGL +3.3% $AMZN +4.17% $NOW +14.34% $MSFT +11.04% $CRM +5.98% $KNSL +8.11% $VRTX +3.32% $TW +18.4% $ABNB -0.02% $CDNS +12.21% $AAPL +5.27% $MA +30.26% $DUOL +65.4% $CTAS +15.45% $CMG -8.63% $UBER +23.6%"  
[X Link](https://x.com/KnoxValue/status/1921294967583945091)  2025-05-10T20:03Z [--] followers, [---] engagements


"Intuit Crushed Earnings $INTU -Revenue of 7.8b increase of 15% -EPS of $10.02 increase of 19% -All business segments increased year over year -Full year forecast for Revenue increases to 15% and EPS increases to 26%"  
[X Link](https://x.com/KnoxValue/status/1925693040502436135)  2025-05-22T23:19Z [--] followers, [--] engagements


"Decent report for Salesforce $CRM -Revenue of 9.83b increase of 7.6% -EPS of $1.59 increase of 2% -Increase guidance forecast for 8-9% growth this year -Brought Informatica for a great price -Agentforce is already saving companies [--] million this quarter"  
[X Link](https://x.com/KnoxValue/status/1927861769722081599)  2025-05-28T22:57Z [--] followers, [--] engagements


"The growth Intuit $INTU and ServiceNow $NOW has been nothing short of spectacular which has been reflected in the share price growth during earnings season"  
[X Link](https://x.com/KnoxValue/status/1931813253010567663)  2025-06-08T20:39Z [--] followers, [--] engagements


"$INTU 13.85% $GOOGL 13.53% $AMZN 11.84% $NOW 9.23% $MSFT 8.86% $CRM 7.23% $KNSL 6.31% $VRTX 6.09% $TW 4.3% $ABNB 3.62% $CDNS 2.89% $AAPL 2.85% $MA 2.53% $CTAS 1.95% $DUOL 1.73% $CMG 1.51% $UBER 1.24%"  
[X Link](https://x.com/KnoxValue/status/1941994553940066592)  2025-07-06T22:55Z [--] followers, [---] engagements


"$INTU +34.62% $GOOGL +21.38% $AMZN +20.55% $NOW +21.88% $MSFT +26.20% $CRM +4.72% $KNSL +13.36% $VRTX +11.74% $TW +11.58% $ABNB +7.42% $CDNS +19.93% $AAPL +13.36% $MA +30.40% $CTAS +17.89% $DUOL +26.41% $CMG +4.88% $UBER +39.75%"  
[X Link](https://x.com/KnoxValue/status/1942000101074899361)  2025-07-06T23:17Z [--] followers, [---] engagements


"Business as usual for Cintas $CTAS -Revenue of 2.7b increase of 7.9% -EPS of $1.09 increase of 8.9% -Expand operating margins by [--] basis points -Stock price is slightly inflated so I wouldnt recommend buying right now but great business to hold for years"  
[X Link](https://x.com/KnoxValue/status/1946621064060018748)  2025-07-19T17:20Z [--] followers, [--] engagements


"Bears are struggling against Google $GOOGL -Revenue up +12% -EPS up +22% -Reacceleration of Search +12% YouTube +13% Google Cloud +32% -Growing AI overviews and Gemini App -Going to get harder after each earnings report to say this company is dying"  
[X Link](https://x.com/KnoxValue/status/1948137289072185549)  2025-07-23T21:44Z [--] followers, [--] engagements


"Chipotle sunk after earnings $CMG -Revenue of $3.06b increase of 3% -EPS of [----] increase of 3% -Same-store sales declined 4% -Fast food saw flat same store sales last quarter so will have to see if they are losing customers -More research before selling or buying the dip"  
[X Link](https://x.com/KnoxValue/status/1948151531020116277)  2025-07-23T22:41Z [--] followers, [--] engagements


"Busy day in the market -Bought more shares of Duolingo after falling 30% because of an overblown reaction to a potential slowdown in active members in this upcoming quarter $DUOL -Great results from both Google $GOOGL and ServiceNow $NOW -Need a plan for my Chipotle Shares $CMG"  
[X Link](https://x.com/KnoxValue/status/1948154689419112648)  2025-07-23T22:54Z [--] followers, [---] engagements


"Blowout Quarter from Cadence Design Systems $CDNS -Revenue +20% -EPS +29% -Stronger than expected bookings -Resumed sales in China which is 10% of revenue -Raises revenue forecast to $5.24 billion up from [----] billion"  
[X Link](https://x.com/KnoxValue/status/1949938017633759683)  2025-07-28T21:00Z [--] followers, [--] engagements


"Sold out of Chipotle $CMG because I believe the competitive moat of the company is deteriorating as seen in the decline in same-store sales and the outcry about the portion sizes. I believe there are better companies to invest your money like Duolingo $DUOL"  
[X Link](https://x.com/KnoxValue/status/1950579217873219898)  2025-07-30T15:28Z [--] followers, [--] engagements


"Another stock purchase of Tradeweb Markets $TW -Competitive Moat as one of the leading electronic trading platforms for fixed-income securities like bonds and interest rate swaps -Almost 4X increase in net income and 3X increase in free cash flow over last five years"  
[X Link](https://x.com/KnoxValue/status/1910490319176491218)  2025-04-11T00:29Z [--] followers, [--] engagements


"Killer Earnings Report by TradeWeb Markets $TW -Revenue of 509m increase of 25% -ADV of 2.5t increase of 34% -EPS of $0.68 increase of 17% -Free Cash Flow of 58m increase of 87% -Increased dividend by 20% to $0.12 -Continues to show incredible growth"  
[X Link](https://x.com/KnoxValue/status/1917738395956306022)  2025-05-01T00:30Z [--] followers, [--] engagements


"$GOOGL +10.93% $INTU +8.93% $AMZN +2.51% $NOW +14.02% $MSFT +10.16% $CRM +5.85% $VRTX +21.84% $KNSL +6.85% $TW +13.9% $ABNB -1.42% $AAPL +9.03% $CDNS +13.08% $MA +28.2% $DUOL +56.91% $CTAS +13.73% $CMG -5.25% $UBER +25.79%"  
[X Link](https://x.com/KnoxValue/status/1919129751475650783)  2025-05-04T20:39Z [--] followers, [---] engagements


"$INTU 13.92% $GOOGL 13.28% $AMZN 11.51% $NOW 9.26% $MSFT 8.48% $CRM 7.42% $KNSL 6.42% $VRTX 6.07% $TW 4.41% $ABNB 3.79% $AAPL 2.77% $CDNS 2.67% $MA 2.66% $DUOL 2.3% $CTAS 2.05% $CMG 1.42% $UBER 1.15%"  
[X Link](https://x.com/KnoxValue/status/1931813249395126463)  2025-06-08T20:39Z [--] followers, [---] engagements


"$INTU +33.06% $GOOGL +17.31% $AMZN +15.24% $NOW +20.19% $MSFT +19.05% $CRM +5.63% $KNSL +13.36% $VRTX +9.52% $TW +12.45% $ABNB +10.69% $AAPL +8.25% $CDNS +8.97% $MA +35.19% $DUOL +65.47% $CTAS +22.39% $CMG -3.52% $UBER +27.76%"  
[X Link](https://x.com/KnoxValue/status/1931822500826026098)  2025-06-08T21:15Z [--] followers, [---] engagements


"ServiceNow absolutely crushed earnings $NOW -Revenue of $3.2b increase of 23% -EPS of $1.84 increase of 47% -Increased Full-year Subscription Revenue forecast to $12.775b to $12.795b -Government cutting hasnt affected this company confirming the deep moat of its software"  
[X Link](https://x.com/KnoxValue/status/1948145872337772551)  2025-07-23T22:19Z [--] followers, [--] engagements


"Stellar Results from Tradeweb Markets $TW -Revenue +27% -Average Daily Volume +33% -Rates +26% -Credit +12% -Equities +50% -Money Markets +130% (ICD acquisition) -Net income +29% -EPS of $0.71 -Free cash flow +32%"  
[X Link](https://x.com/KnoxValue/status/1950575579779977615)  2025-07-30T15:13Z [--] followers, [--] engagements


"Wonderful Earnings from Microsoft $MSFT -Revenue +18% -Productivity and Business +16% -Intelligent Cloud +26% -Azure surpassed $75 billion in sales up 39% -Personal Computing +9% -EPS +24%"  
[X Link](https://x.com/KnoxValue/status/1950653911364436312)  2025-07-30T20:25Z [--] followers, [--] engagements


"$GOOGL 17.12% $INTU 11.01% $MSFT 9.57% $AMZN 8.90% $NOW 7.60% $KNSL 6.52% $DUOL 6.07% $CRM 5.97% $ABNB 5.30% $TW 4.78% $MA 3.75% $FTNT 3.66% $UBER 3.62% $AAPL 2.71% $CDNS 2.05% $NFLX 1.23%"  
[X Link](https://x.com/KnoxValue/status/2002452414490947867)  2025-12-20T18:53Z [--] followers, [--] engagements


"$GOOGL +107.40% $INTU +12.98% $MSFT +13.78% $AMZN +22.68% $NOW -9.08% $KNSL -5.16% $DUOL -32.35% $CRM +0.45% $ABNB +9.29% $TW -12.73% $MA +18.72% $FTNT -6.15% $UBER -0.92% $AAPL +45.18% $CDNS +15.56% $NFLX -0.54%"  
[X Link](https://x.com/KnoxValue/status/2002456643389542869)  2025-12-20T19:10Z [--] followers, [--] engagements


"Portfolio Heading in [----] $GOOGL 17.28% $INTU 10.16% $MSFT 9.17% $AMZN 8.72% $NOW 8.04% $KNSL 6.30% $CRM 5.73% $DUOL 5.66% $ABNB 5.12% $FTNT 5.00% $TW 4.78% $UBER 3.72% $MA 3.63% $AAPL 2.64% $NFLX 2.04% $CDNS 1.99%"  
[X Link](https://x.com/KnoxValue/status/2007230465737142441)  2026-01-02T23:20Z [--] followers, [---] engagements


"Super confident going into [----] with Google as an oversized position with Waymo and TPU potential upside. I hope to continue to balance the portfolio with a focus on building the Mastercard and Netflix positions. $GOOGL $MA $NFLX"  
[X Link](https://x.com/KnoxValue/status/2007230467846938666)  2026-01-02T23:20Z [--] followers, [---] engagements


"Portfolio Gains/Losses Heading in [----] $GOOGL +112.79% $INTU +5.94% $MSFT +10.74% $AMZN +22.22% $NOW -12.41% $KNSL -6.78% $CRM -1.98% $DUOL -35.80% $ABNB +7.46% $FTNT -6.28% $TW -11.33% $UBER +3.51% $MA +16.83% $AAPL +43.77% $NFLX -3.07% $CDNS +13.91%"  
[X Link](https://x.com/KnoxValue/status/2007282379132678631)  2026-01-03T02:46Z [--] followers, [---] engagements


"Google led the way for the portfolio in [----]. I expect the software is dying trade to lose stream in [----] so I believe ServiceNow Salesforce and Duolingo will do very well. Amazon will have a great [----] with AWS reacceleration and robotics plays. $GOOGL $NOW $CRM $DUOL $AMZN"  
[X Link](https://x.com/KnoxValue/status/2007282381552791894)  2026-01-03T02:46Z [--] followers, [---] engagements


"Just like that Uber is up 5% today from Nvidia entering the robotaxi industry. More competitors the better for Uber because of their unmatched scale. $UBER $NVDA"  
[X Link](https://x.com/KnoxValue/status/2008600289067340109)  2026-01-06T18:03Z [--] followers, [---] engagements


"My predictive Q4 results for Netflix $NFLX Revenue: 11.8B EPS: $0.55 Free Cash Flow: 2.1B -Total Free Cash Flow for the year would be 9.6B easily surpassing the guidance of 9.0B -The stock will be choppy until the $WBD acquisition settles -Great time to building a position"  
[X Link](https://x.com/KnoxValue/status/2009629734695817524)  2026-01-09T14:14Z [--] followers, [---] engagements


"Why you should open an account with invest with roots @investwithroots Check the thread for more details https://app.investwithroots.com/users/sign_upreferral_code=2ZKtZy7tZeZweGt9z_rDLQ https://app.investwithroots.com/users/sign_upreferral_code=2ZKtZy7tZeZweGt9z_rDLQ"  
[X Link](https://x.com/KnoxValue/status/2010110907402146258)  2026-01-10T22:06Z [--] followers, [--] engagements


"Excellent Returns Roots have achieved 12-15% returns since inception. Significant gains from property appreciation as they build out their rental properties. Rental income will come when they become more mature company. Can invest with as little as $100"  
[X Link](https://x.com/KnoxValue/status/2010110910539673911)  2026-01-10T22:06Z [--] followers, [--] engagements


"Duolingo down roughly 50% in the past three months with more bad news $DUOL -CFO stepping down -Daily Active Users grew 30% yoy -Bookings between [-----] and 335.5M below estimates I believe the company is attractive and should provide impressive returns over the next five years"  
[X Link](https://x.com/KnoxValue/status/2010733135970148833)  2026-01-12T15:18Z [--] followers, [---] engagements


"Investwithroots released their Q4 results -Unit price gained $3.31 to $150.81 -Dividend of $1.50 per unit -Percent return for the quarter of 3.26% -Compounded annual return of 13.7% @Investwithroots https://app.investwithroots.com/users/sign_upreferral_code=2ZKtZy7tZeZweGt9z_rDLQ https://app.investwithroots.com/users/sign_upreferral_code=2ZKtZy7tZeZweGt9z_rDLQ"  
[X Link](https://x.com/KnoxValue/status/2011078369710924255)  2026-01-13T14:10Z [--] followers, [--] engagements


"Software continues to get destroyed in [----]. Added new money to existing positions in my portfolio -Intuit $INTU -Microsoft $MSFT -ServiceNow $NOW -Tradeweb $TW -Fortinet $FTNT -Duolingo $DUOL Would definitely add to Mastercard if it got to $530 $MA Keep stacking up"  
[X Link](https://x.com/KnoxValue/status/2011134777558991051)  2026-01-13T17:54Z [--] followers, [---] engagements


"China is telling domestic firms to stop using certain US and Israeli cybersecurity like $AVGO $PANW $FTNT and $CHKP -Fortinet has less than 5% of revenue from China -China state-owned enterprises have already begun the transition I believe Fortinet is a steal at these prices"  
[X Link](https://x.com/KnoxValue/status/2011442406827430073)  2026-01-14T14:16Z [--] followers, [---] engagements


"If you are a Netflix shareholder you should be happy they are changing the deal to all-cash offer. Even though it puts more debt on the balance sheet this company can handle it plus less share dilution for shareholders. Value your shares because the price is rising $NFLX $WBD"  
[X Link](https://x.com/KnoxValue/status/2011446048510869917)  2026-01-14T14:31Z [--] followers, [---] engagements


"Bank of America raised Alphabet price target to $370 based on two key partnerships -Walmart expanding drone delivery with Wing and new shopping experience inside Gemini -Apple entered a multi-year collaboration to use Gemini models for enhanced Siri $GOOGL $WMT $AAPL"  
[X Link](https://x.com/KnoxValue/status/2012659125889519692)  2026-01-17T22:51Z [--] followers, [--] engagements


"Portfolio Update $GOOGL 17.37% $INTU 10.15% $MSFT 9.98% $AMZN 8.84% $NOW 7.45% $KNSL 6.15% $FTNT 5.81% $TW 5.58% $DUOL 5.55% $CRM 4.93% $ABNB 4.83% $UBER 3.66% $MA 3.34% $AAPL 2.39% $CDNS 1.96% $NFLX 1.90%"  
[X Link](https://x.com/KnoxValue/status/2012982241731702901)  2026-01-18T20:15Z [--] followers, [---] engagements


"Continuing to try my best at balancing my stock portfolio. Would love to increase my stake in Mastercard and Netflix. Both have earnings coming up soon $MA $NFLX"  
[X Link](https://x.com/KnoxValue/status/2012982243694702644)  2026-01-18T20:15Z [--] followers, [--] engagements


"Portfolio Gains/Losses Update $GOOGL +122.82% $INTU -8.87% $MSFT +6.23% $AMZN +29.03% $NOW -22.96% $KNSL -5.26% $FTNT -8.16% $TW -9.03% $DUOL -41.48% $CRM -12.23% $ABNB +5.56% $UBER +6.00% $MA +11.93% $AAPL +35.56% $CDNS +16.50% $NFLX -6.25%"  
[X Link](https://x.com/KnoxValue/status/2012991790161240325)  2026-01-18T20:53Z [--] followers, [---] engagements


"Software continues to take a beating in [----]. I truly believe AI is not going to kill software which is why I continue to buy. Hopefully earnings can help boost software companies $INTU $MSFT $NOW $DUOL $CRM"  
[X Link](https://x.com/KnoxValue/status/2012991792086446125)  2026-01-18T20:53Z [--] followers, [---] engagements


"Software companies in my portfolio most to least likely to be disrupted by AI: [--]. Duolingo $DUOL [--]. Salesforce $CRM [--]. Intuit $INTU [--]. ServiceNow $NOW See thread for details"  
[X Link](https://x.com/KnoxValue/status/2013690418840449394)  2026-01-20T19:09Z [--] followers, [---] engagements


"Duolingo core product (language-learning app) has the highest risk of being replaced by LLMs. If AI agents can teach a language better than their app Duolingo would have no pricing power. I believe Duolingo will stick around based on their addictive gamification strategy. $DUOL"  
[X Link](https://x.com/KnoxValue/status/2013690420455203102)  2026-01-20T19:09Z [--] followers, [--] engagements


"Salesforce could face a seat-count crisis if AI makes salespeople more productive. They are trying to change to consumption-based pricing with their new Agentforce model to offset this loss revenue. AI needs data to run effectively and Salesforce still holds the data. $CRM"  
[X Link](https://x.com/KnoxValue/status/2013690422070030719)  2026-01-20T19:09Z [--] followers, [--] engagements


"Intuit has moderate risk of disruption if an AI startup creates a zero-touch tax and bookkeeping experience. This seems unlikely and most people wont trust AI to file with the IRS (risk audit). Intuit ensures accuracy so AI will likely become a tool in the ecosystem. $INTU"  
[X Link](https://x.com/KnoxValue/status/2013690423638638908)  2026-01-20T19:09Z [--] followers, [---] engagements


"ServiceNow has the least risk of disruption due to their software already using AI effectively. There software automates the messy middle office tasks making humans 30% more productive. Also they have [--] billion in AI-driven revenue suggesting AI will enhance their product. $NOW"  
[X Link](https://x.com/KnoxValue/status/2013690425215742123)  2026-01-20T19:09Z [--] followers, [--] engagements


"Netflix Earnings: -Revenue 12.05B up 17% yoy -EPS $0.56 up 31% yoy -FCF 1.87B up 36% yoy - Full year FCF of 9.5B crushed estimates of 9.0B -Repurchased 18.9M shares in Q4 -Projecting doubling of ad revenue in [----] Will be buying more shares on weakness $NFLX"  
[X Link](https://x.com/KnoxValue/status/2013975576164417858)  2026-01-21T14:02Z [--] followers, [--] engagements


"Waymo just launched a robotaxi service in Miami marking the sixth market for operation which destroys Tesla and Amazon-owned Zoox. Waymo has significant first-mover advantages and superior safety ratings making it the best choice for robotaxi investors. $GOOGL $TSLA $AMZN"  
[X Link](https://x.com/KnoxValue/status/2014385809361670188)  2026-01-22T17:12Z [--] followers, [---] engagements


"TD Cowen analyst Shaul Eyal upgraded Fortinet from Hold to Buy maintaining its PT of $100.00 suggesting a potential upside of approximately 29%. -AI is seen as an augmenter rather than replacement for security software -Expects higher billing growth than 11.6% Buy $FTNT"  
[X Link](https://x.com/KnoxValue/status/2014704084587081831)  2026-01-23T14:17Z [--] followers, [---] engagements


"Back on 1/13/2026 I posted about buying shares of Intuit Microsoft ServiceNow Tradeweb Fortinet and Duolingo. My returns on those shares: $INTU: 4.30% $MSFT: 6.64% $NOW: -4.56% $TW: Flat $FTNT: 4.49% $DUOL: -4.19% Continue buying your conviction companies on weakness"  
[X Link](https://x.com/KnoxValue/status/2014771653390086404)  2026-01-23T18:46Z [--] followers, [---] engagements


"Want to invest in private companies like OpenAI Anthropic or DataBricks. The Fundrise Innovation Fund allows investors to own these unicorn companies. Open an account and start investing with as little as $10 Use the link to receive up to $200 https://fundrise.com/ii=9gdek4 https://fundrise.com/ii=9gdek4"  
[X Link](https://x.com/KnoxValue/status/2015787297694769380)  2026-01-26T14:01Z [--] followers, [--] engagements


"Salesforce secured $5.6B contract with the US Army providing Department of War (DOW) with data fabric to unify disparate systems. Major key to the contract is Agentic AI to accelerate military decision-making and operational readiness. Still believe AI will kill software $CRM"  
[X Link](https://x.com/KnoxValue/status/2016137145585479733)  2026-01-27T13:12Z [--] followers, [--] engagements


"Uber signs $500M partnership with Wabbi autonomous truck company to exclusively deploy at least [-----] robotaxis on Uber Platform. While the company is still testing self driving-trucks they believe FSD will happen in late [----] with the robotaxi fleet starting in [----] $UBER"  
[X Link](https://x.com/KnoxValue/status/2016610580082139297)  2026-01-28T20:33Z [--] followers, [--] engagements


"ServiceNow beat on top and bottom lines while increasing guidance Microsoft grew cloud ($33B business) 29% and Mastercard showed its not just a credit card company with value-added services growing 23%. $MSFT: -7% $NOW: -5% $MA: +2% Dont let price actions determine conviction"  
[X Link](https://x.com/KnoxValue/status/2016879451435413627)  2026-01-29T14:21Z [--] followers, [---] engagements


"My Software Stocks getting Destroyed $MSFT : -12% $INTU: -8% $NOW: -11% $DUOL: -2% $CRM: -7% $CDNS: -7% Terrible day for a believer in software. Surprisingly I still dont see anything from the earning reports to suggest AI is destroying these companies. Continue to Compound"  
[X Link](https://x.com/KnoxValue/status/2016920801430188182)  2026-01-29T17:06Z [--] followers, [---] engagements


"Goldman Sachs added ServiceNow to its US Conviction List. Raised Price Target to $216 over 75% upside. Believes ServiceNow is the primary gateway for enterprise AI adoption allowing for 20% organic compound growth rate through [----]. $NOW $GS"  
[X Link](https://x.com/KnoxValue/status/2018327419757711428)  2026-02-02T14:15Z [--] followers, [--] engagements


"Intuit and Affirm announced major multi-year partnership to make Affirm the exclusive pay-over-time provider for Quickbooks payments in the US. The primary value for Intuit will be increasing the stickiness of the ecosystem. $INTU $AFRM"  
[X Link](https://x.com/KnoxValue/status/2018393346918563973)  2026-02-02T18:37Z [--] followers, [---] engagements


"Software getting Murdered Today: $MSFT: -2.5% $INTU: -11% $NOW: -7% $DUOL: -8% $CRM: -6.5% $CDNS: -8% Significantly Down on all Software. I did buy $CDNS today because it is one of my smaller positions and dominates chip software. Not selling until I see changes in the financial"  
[X Link](https://x.com/KnoxValue/status/2018732645102887229)  2026-02-03T17:05Z [--] followers, [---] engagements


"Waymo valued at $126 Billion in its latest fundraising round nearly Tripling Value in less than Two Years. They tripled the volume of rides to [--] million in [----] demonstrating commanding lead compared to competitors with limited autonomous rides. Google keeping winning $GOOGL"  
[X Link](https://x.com/KnoxValue/status/2018794083423240455)  2026-02-03T21:09Z [--] followers, [--] engagements


"Google smashed earnings with annual revenue passing $400 Billion threshold. Beat estimates on both top and bottom lines. Search Revenue: +17% Google Cloud Revenue: +48% Gemini 3: [---] million MAU Google Subscription: [---] million users Glad to have $GOOGL as my biggest position"  
[X Link](https://x.com/KnoxValue/status/2019165391726014570)  2026-02-04T21:45Z [--] followers, [---] engagements


"Fortinet with a nice beat and raise earnings report $FTNT: Revenue: +15% Product Revenue: +20% Total Billings: +18% Unified SASE: +40% Full Year Free Cash Flow: $2.21 Billion Total Authorized Share Buybacks: $10.25 Billion through [----] Raised Guidance for [----] Great Report"  
[X Link](https://x.com/KnoxValue/status/2019763009720037603)  2026-02-06T13:20Z [--] followers, [--] engagements


"Mixed results for Kinsale Capital Group $KNSL -Revenue +23% -Investment Income +30% -Combined Ratio 75.8% -EPS +45% -Operating EPS +27.5% -Problems was Gross Written Premiums +5% with Commercial Property Division -17% due to increasing competition -Still a Great Company to Hold"  
[X Link](https://x.com/KnoxValue/status/1949172307059953711)  2025-07-26T18:17Z [--] followers, [---] engagements


"My predictive Q4 results based on Tradeweb December report $TW: Revenue: 515M Adj. EPS: $0.88 Free Cash Flow: 215M I believe analysts are underestimating Tradeweb bottom line growth potential making it an attractive buying opportunity"  
[X Link](https://x.com/KnoxValue/status/2009278888262668757)  2026-01-08T14:59Z [--] followers, [---] engagements


"TradeWeb 4Q Earnings $TW: Average Daily Volume (ADV): $2.8 Trillion up 23% Revenue: $521 Million up 12.5% Net Income: $367 Million up 129.5% Dividend: $0.14 up 16.7% Authorized new $500 million share repurchase program Pretty great earnings report from TradeWeb $TW"  
[X Link](https://x.com/KnoxValue/status/2019413838685421621)  2026-02-05T14:12Z [--] followers, [--] engagements


"Duolingo getting cooked because T-Mobile introduced real-time AI translation for phone calls. When will people realize that Duolingo is not used for translation but rather the gamification of learning a new language $DUOL $TMUS"  
[X Link](https://x.com/KnoxValue/status/2021648699546644860)  2026-02-11T18:13Z [--] followers, [---] engagements


"Airbnb $ABNB reported 12% revenue growth for Q4 along with forecasting reaccelerating revenue in the low double digits for [----]. Growth initiatives performing well: -50% growth in nights booked for Brazil Japan and India -Half of experiences not attached to an accommodation"  
[X Link](https://x.com/KnoxValue/status/2022316250903327057)  2026-02-13T14:25Z [--] followers, [--] engagements


"Kinsale Capital Group dropping hard after earnings $KNSL: -Gross written premiums slowed to 1.8% growth as commercial property division faces increased competition -Revenue grew 17% -EPS grew 28% -Increased dividend by a shocking 47% This company believes in their business model"  
[X Link](https://x.com/KnoxValue/status/2022318334545465354)  2026-02-13T14:33Z [--] followers, [---] engagements


"Added to both Uber and Kinsale Capital Group today: $UBER: $70 $KNSL: $350 I believe both of these companies are dominating their markets and will outshine the market over the next decade"  
[X Link](https://x.com/KnoxValue/status/2022378446123372907)  2026-02-13T18:32Z [--] followers, [---] engagements

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