# ![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::815339814874652672.png) @QualityInvest5 Aria Radnia 🇮🇷

Aria Radnia 🇮🇷 posts on X about $uber, $adbe, $googl, $now the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::815339814874652672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:interactions.svg)

- [--] Week [---------] -15%
- [--] Month [---------] +36%
- [--] Months [----------] +284%
- [--] Year [----------] +298%

### Mentions: [---] [#](/creator/twitter::815339814874652672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:posts_active.svg)

- [--] Week [---] -0.79%
- [--] Month [-----] +38%
- [--] Months [-----] +163%
- [--] Year [-----] -26%

### Followers: [------] [#](/creator/twitter::815339814874652672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:followers.svg)

- [--] Week [------] +1.90%
- [--] Month [------] +10%
- [--] Months [------] +121%
- [--] Year [------] +246%

### CreatorRank: [------] [#](/creator/twitter::815339814874652672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1024 [technology brands](/list/technology-brands)  44.27% [finance](/list/finance)  #5016 [cryptocurrencies](/list/cryptocurrencies)  #4363 [social networks](/list/social-networks)  5.34% [automotive brands](/list/automotive-brands)  2.77% [fashion brands](/list/fashion-brands)  1.19% [celebrities](/list/celebrities)  0.99% [luxury brands](/list/luxury-brands)  0.79% [countries](/list/countries)  0.59%

**Social topic influence**
[$uber](/topic/$uber) #88, [$adbe](/topic/$adbe) #2, [$googl](/topic/$googl) #750, [$now](/topic/$now) #64, [business](/topic/business) 7.31%, [ai](/topic/ai) #3495, [$amzn](/topic/$amzn) #50, [meta](/topic/meta) #895, [$asml](/topic/$asml) #18, [asml](/topic/asml) #39

**Top accounts mentioned or mentioned by**
[@widemoatczar](/creator/undefined) [@william_r2rclub](/creator/undefined) [@hanchkp190](/creator/undefined) [@gt97322191](/creator/undefined) [@dissectmarkets](/creator/undefined) [@wealthmatica](/creator/undefined) [@financejack44](/creator/undefined) [@techequityeng](/creator/undefined) [@joshvir001](/creator/undefined) [@manuinvests](/creator/undefined) [@capexandchill](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@swingtraderphix](/creator/undefined) [@grok](/creator/undefined) [@endicottinvests](/creator/undefined) [@insiderhawk](/creator/undefined) [@newcomerinvest](/creator/undefined) [@thestockbro](/creator/undefined) [@drinvestor9](/creator/undefined) [@kleintom26945](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [ServiceNow Inc (NOW)](/topic/servicenow) [Salesforce Inc (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Shopify Inc (SHOP)](/topic/$shop) [S&P Global Inc (SPGI)](/topic/$spgi) [Netflix Inc (NFLX)](/topic/$nflx) [Intuit Inc. (INTU)](/topic/$intu) [Snap, Inc. (SNAP)](/topic/$snap) [Mastercard, Inc. (MA)](/topic/$ma) [Fiserv Inc (FISV)](/topic/$fisv) [monday.com Ltd. (MNDY)](/topic/$mndy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Autodesk Inc (ADSK)](/topic/$adsk) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [SAP SE (SAP)](/topic/$sap) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Msci Inc (MSCI)](/topic/$msci) [General Electric Company (GE)](/topic/$ge) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Moody's Corporation (MCO)](/topic/$mco) [Fiserv, Inc. (FI)](/topic/$fi) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Figma, Inc. (FIG)](/topic/$fig) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Workday Inc (WDAY)](/topic/$wday) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Synopsys, Inc. (SNPS)](/topic/$snps) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Evotec SE (EVO)](/topic/$evo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I don't care how bad the issues of a company are no business that is growing AT ALL should be trading at an 8% FCF yield Evo will likely have over 10% revenue growth from here on out and should not be valued like a declining tobacco business Ridiculous $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1882438478497300546)  2025-01-23T14:41Z 23.8K followers, 12.2K engagements


"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1921606268424245251)  2025-05-11T16:40Z 23.8K followers, [----] engagements


"All of the financial services stocks are down today S&P Global $SPGI -7.4% Moody's $MCO -6.7% Morningstar $MORN -5.4% MSCI $MSCI -4.2% Why 🤔"  
[X Link](https://x.com/QualityInvest5/status/1968756271189741957)  2025-09-18T19:17Z 23.8K followers, 50.8K engagements


"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -12% Morningstar $MORN -29% Factset $FDS -39% Gartner $IT -53% Any interest"  
[X Link](https://x.com/QualityInvest5/status/1970501404990001277)  2025-09-23T14:51Z 23.9K followers, 25.6K engagements


"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1971364091232125306)  2025-09-26T00:00Z 23.8K followers, 27.4K engagements


"@LThomps48607153 fair enough eyeing $saf or $ge"  
[X Link](https://x.com/QualityInvest5/status/1971381184455418347)  2025-09-26T01:07Z 23.6K followers, [---] engagements


"Alibaba bottomed at 7.5x forward P/E Wild. $BABA"  
[X Link](https://x.com/QualityInvest5/status/1973420918396559637)  2025-10-01T16:13Z 23.6K followers, [----] engagements


"Some interesting spec plays I'd be open to having as a 2% position or so Figma $FIG Reddit $RDDT Zeta Global $ZETA Kraken Robotics $PNG.V A mixture of lack of understanding/uncertainty of future growth at current valuations is keeping me out of each"  
[X Link](https://x.com/QualityInvest5/status/1989010828826214763)  2025-11-13T16:41Z 23.6K followers, [----] engagements


"Weve all heard of the basic moats like switching costs scale network effects brand etc But what are some hidden lesser known moats This is for a video btw 👇"  
[X Link](https://x.com/QualityInvest5/status/1990084174753972311)  2025-11-16T15:46Z 23.9K followers, [----] engagements


"You do know what happens next right $RELY 📈"  
[X Link](https://x.com/QualityInvest5/status/1990823200419180815)  2025-11-18T16:43Z 23.9K followers, [----] engagements


"Ive had some monster wins and some ugly losses. Sold $PYPL at $60 $GOOGL +120% Sold $PAYC $160 $GOOGL +82% Sold $CRM $315 $UBER & $GOOGL 50% & 75% Sold $MA $FI -80% 😬 And now I'm making a bet trimming $GOOGL at $290 and moving into $ADBE at $335 because I think it outperforms. I also think most Google bulls are blind to how expensive its gotten (ex-investment gains) TLDR: Ive nailed some runaway winners and I've also had my fair share of BIG losers. I regret nothing and don't apologize for anything either/ Also you should not be following any of my investment moves or any other"  
[X Link](https://x.com/QualityInvest5/status/1991894778498441421)  2025-11-21T15:41Z 23.9K followers, 24.5K engagements


"PE ratio of big tech without investment gains: Google $GOOGL 39x Amazon $AMZN 38x Apple $AAPL 36x Microsoft $MSFT 30x One of these is mispriced and not in the good way"  
[X Link](https://x.com/QualityInvest5/status/1992982746470265224)  2025-11-24T15:44Z 24K followers, 128.5K engagements


"One of the rare cases where the [--] year chart actually does tell you everything you need to know $VICI $VICI is a fortress like income machine trading at a discount: ✅ 6.2% dividend yield ✅ 34% AFFO/share growth ✅ 40-year average lease terms (insane stability) ✅ Iconic assets: Caesars Palace The Venetian MGM Grand and more https://t.co/ahnJ2eT0cb $VICI is a fortress like income machine trading at a discount: ✅ 6.2% dividend yield ✅ 34% AFFO/share growth ✅ 40-year average lease terms (insane stability) ✅ Iconic assets: Caesars Palace The Venetian MGM Grand and more https://t.co/ahnJ2eT0cb"  
[X Link](https://x.com/QualityInvest5/status/1993006146391798271)  2025-11-24T17:17Z 23.8K followers, 18.4K engagements


"Every. Single. Quarter. Without skipping a beat $RELY's active customer has nearly 10x'd since 2019"  
[X Link](https://x.com/QualityInvest5/status/1998543851410305161)  2025-12-10T00:02Z 23.7K followers, [----] engagements


"Match group which is the parent to Tinder and Hinge is in a tough spot: Tinder was extremely successful and is now in decline (both in terms of revenue and margins). The newfound success in Hinge isn't enough to replace the loss in Tinder $MTCH"  
[X Link](https://x.com/QualityInvest5/status/1999663512801411114)  2025-12-13T02:11Z 23.8K followers, [----] engagements


"It now hovers near its lowest P/FCF over the past [--] years Likely undervalued here 👀 $MSCI In July of [----] $MSCI traded at 53x FCF fast forward to today. Total Revenues +65% FCF per Share +86% Stock Price -1% Valuation. Matters. https://t.co/okc4NmUl1q In July of [----] $MSCI traded at 53x FCF fast forward to today. Total Revenues +65% FCF per Share +86% Stock Price -1% Valuation. Matters. https://t.co/okc4NmUl1q"  
[X Link](https://x.com/QualityInvest5/status/1999862586725253549)  2025-12-13T15:22Z 23.6K followers, 27.4K engagements


"So close yet so far Sweetgreen has growing OpEx again. $SG"  
[X Link](https://x.com/QualityInvest5/status/2000964472383349238)  2025-12-16T16:21Z 23.9K followers, [----] engagements


"Zillow on paper should be a dominant network-effect business in a critical industry benefitting from massive scale. Meanwhile the stock is down nearly 70% from ATH largely due to poor management. Chart source: @Similarweb $ZG"  
[X Link](https://x.com/QualityInvest5/status/2002069032904859696)  2025-12-19T17:30Z 24K followers, [----] engagements


"Hermes' store count has actually DECLINED over the past decade. Meanwhile revenues have exploded from 5B to 15B The bottom line: Hermes doesn't need to grow store count to increase sales $RMS $RMS.PA $HESAY"  
[X Link](https://x.com/QualityInvest5/status/2003088135404786022)  2025-12-22T13:00Z 24K followers, 13K engagements


"Step by step tutorial on how to compete with $GE or $SAF as a new entrant TLDR: Its not possible @cloneinvestor Spend a decade (or more) dumping 15B of cumulative R&D to make an engineering marvel that can reach internal temperatures of 3000+ farenheit (mind you the alloys melt at around 2200F so go figure) then get ensure its somehow going to be reliable enough for [--] years Get @cloneinvestor Spend a decade (or more) dumping 15B of cumulative R&D to make an engineering marvel that can reach internal temperatures of 3000+ farenheit (mind you the alloys melt at around 2200F so go figure) then"  
[X Link](https://x.com/QualityInvest5/status/2005003719281443184)  2025-12-27T19:51Z 23.6K followers, [----] engagements


"On March [--] Dollar Tree announced it will be selling the Family Dollar brand The deal closed in July and the stock is up 80% since the announcement These cut the dead weight setups dont come around often but can be WILDLY profitable when they do occur $DLTR"  
[X Link](https://x.com/QualityInvest5/status/2005154377372500336)  2025-12-28T05:50Z 23.6K followers, [----] engagements


"Every major Robo-Taxi partner tied to Uber where they operate and their autonomy level: Waymo owned by Google $GOOGL Austin Atlanta (Uber partnership) Level [--] autonomy Wayve backed by $MSFT $NVDA $UBER and SoftBank United Kingdom (launching 2026) Level [--] autonomy WeRide $WRD Abu Dhabi Dubai (exclusive to Uber) Level [--] autonomy Pony(.)ai $PONY Middle East and international markets (exclusive to Uber) Level [--] autonomy Avride owned by Nebius $NBIS Dallas (Uber partnership) Level [--] autonomy BYD $BYDDF United Kingdom (launching 2026) Level [--] capable vehicles through OEM partnership Zoox owned by"  
[X Link](https://x.com/QualityInvest5/status/2005695096935575740)  2025-12-29T17:39Z 23.7K followers, 172.7K engagements


"Underrated operating leverage story over at Wix(.)com 19x SBC adjusted P/FCF Revenue projected to grow 13-14% Narrow moat primarily driven from switching costs Any interest in the website builder $WIX"  
[X Link](https://x.com/QualityInvest5/status/2006819329615212827)  2026-01-01T20:06Z 23.6K followers, 13.2K engagements


"Inspired by @nataninvesting's annual [--] stocks for the new year Here are my [--] stocks for 26' FYI: I don't own shares in all these are just stocks I think can outperform given their set-up going into [----] 1) Zeta Global $ZETA"  
[X Link](https://x.com/QualityInvest5/status/2007864666870149564)  2026-01-04T17:20Z 23.9K followers, 66K engagements


"$FICO is now trading near the same valuation during the Pulte attack earlier in August Roughly 39x forward P/E for one of the widest moat companies on earth 👀"  
[X Link](https://x.com/QualityInvest5/status/2008601790292672852)  2026-01-06T18:09Z 23.6K followers, 15.1K engagements


"@SignaStrategies $SAF $GE underrated picks yeah"  
[X Link](https://x.com/QualityInvest5/status/2009345306257969233)  2026-01-08T19:23Z 23.5K followers, [---] engagements


"@Stnxbt with $ASML and $GE $SAF being in a god tier i can entertain that. IMO $NFLX + $WBD becomes wide moat because then they own that precious IP + distribution"  
[X Link](https://x.com/QualityInvest5/status/2009893981250101291)  2026-01-10T07:44Z 23.5K followers, [----] engagements


"What stage of capitalism is this $EXPE $MCD"  
[X Link](https://x.com/QualityInvest5/status/2010229219633361015)  2026-01-11T05:56Z 23.9K followers, [----] engagements


"Ive had a few losers I bought $SBUX in [----] and sold [--] days later when they dropped their guidance from 20% EPS growth to 3% and lost about 10-15% stock is roughly flat I bought $FISV as around $150 . hasnt done well obv But that's about it tbh at least since posting on twitter and youtube ive made very few portfolio moves. Around [--] or so total. And [--] of them have worked out quite nicely $FICO at $1365 $ASML $700 $GOOGL $150 sold at $295 average in [--] sells $HIMS $40 sold at $60 $CRM [---] sold at $315 in [--] sells $UBER $66 That's about it And the proof of all these moves are in the pinned tweet"  
[X Link](https://x.com/QualityInvest5/status/2011163161819316570)  2026-01-13T19:47Z 23.6K followers, 12.5K engagements


"I DID NOT realize $NOW is this cheap 20% rev growth 120% net dollar retention rate 98-99% customer renewal rate SaaS does NOT get stickier than this 9x sales is a bargain here IMO. ServiceNow trading at a BARGAIN 9-10x EV/Sales. any interest $NOW https://t.co/pFJ60VfP9D ServiceNow trading at a BARGAIN 9-10x EV/Sales. any interest $NOW https://t.co/pFJ60VfP9D"  
[X Link](https://x.com/QualityInvest5/status/2011645585934467306)  2026-01-15T03:44Z 23.9K followers, 54.9K engagements


"Sold $FISV LEAP finally Bought more $ZETA I now have 10K CAD invested in $ZETA representing a 7.3% position Sold $TMDX for $ZETA Farewell $TMDX nothing against the business as I highlighted time and time again. Just a consolidation move into higher conviction bet with better fundamentals $ZETA now makes up 6.9% of my portfolio https://t.co/NtaZJuYgDu Sold $TMDX for $ZETA Farewell $TMDX nothing against the business as I highlighted time and time again. Just a consolidation move into higher conviction bet with better fundamentals $ZETA now makes up 6.9% of my portfolio https://t.co/NtaZJuYgDu"  
[X Link](https://x.com/QualityInvest5/status/2011902995768762635)  2026-01-15T20:47Z 23.6K followers, [----] engagements


"Portfolio Update Jan 15th [----] Just FYI you can track my portfolio moves LIVE over on Blossom ( completely for free ) Link in bio or in replies below. Sold $TMDX as I said I would again NOTHING AGAINST THE BUSINESS. Just consolidation. And I also sold the $FISV LEAP as well. $ZETA is now a 7.3% position. I am happy keeping it at this size for now. May look towards a $NOW start position. Cheers Portfolio Update Jan [--] [----] Just FYI you can track my portfolio moves LIVE over on Blossom completely for free. Link for that is in my bio and also in the replies to this tweet so feel free to go"  
[X Link](https://x.com/QualityInvest5/status/2011904110253994220)  2026-01-15T20:51Z 23.6K followers, 36K engagements


"$TOST in the wild 👀 A wild Adyen terminal spotted 👀 $ADYEN $FRCOY https://t.co/izy6yWd4vh A wild Adyen terminal spotted 👀 $ADYEN $FRCOY https://t.co/izy6yWd4vh"  
[X Link](https://x.com/QualityInvest5/status/2011976730240573761)  2026-01-16T01:40Z 23.9K followers, [----] engagements


"Autodesk has surprisingly held up REALLY well among the SaaS massacre "Only" down 18% from the recent highs albeit it's approaching it's biggest drawdown in years $ADSK 👀"  
[X Link](https://x.com/QualityInvest5/status/2012345540764156163)  2026-01-17T02:05Z 23.7K followers, [----] engagements


"There's a really good chance PayPal's next decade looks something like this "but it trades at [--] PE bro" . lol $WU $PYPL"  
[X Link](https://x.com/QualityInvest5/status/2012963219380257187)  2026-01-18T19:00Z 23.9K followers, 41.7K engagements


"$FICO now below its 5Y median P/E and just as cheap as it was at $1300 in August Any interest"  
[X Link](https://x.com/QualityInvest5/status/2013662499237716185)  2026-01-20T17:18Z 23.9K followers, 10.1K engagements


"@DD17_Capital $TMDX yeah didnt wanna add more to it but wanted to consolidate"  
[X Link](https://x.com/QualityInvest5/status/2013749851201126824)  2026-01-20T23:05Z 23.8K followers, [---] engagements


"One of the WORST cases of Price dictates sentiment has to be Constellation Software [--] months ago you wouldnt get comments like this questioning the moat cuz the stock was only going up But as soon as the stock falls $CSU"  
[X Link](https://x.com/QualityInvest5/status/2013788895398301801)  2026-01-21T01:41Z 23.8K followers, [----] engagements


"4.4M clients now use $IBKR as their brokerage That number is up 13x over the past decade You dont grow like that by accident clearly theyre doing SOMETHING right 🧐"  
[X Link](https://x.com/QualityInvest5/status/2013999936254116013)  2026-01-21T15:39Z 23.6K followers, [----] engagements


"$TSLA's profits are down 70% over the past [--] years How is this not a disaster"  
[X Link](https://x.com/QualityInvest5/status/2014079594400211165)  2026-01-21T20:56Z 23.8K followers, 714.4K engagements


"Credit Karma housed under the $INTU conglomerate is an underrated growth MACHINE $2.3B of TTM revenues Solidly growing north of 30% YoY And very healthy operating margins sitting at 36% A trojan horse business built off of "free credit scores" it's simply brilliant"  
[X Link](https://x.com/QualityInvest5/status/2014085024119660704)  2026-01-21T21:17Z 23.6K followers, [----] engagements


"$ASML needs to go up 1% more for me to have a 100% gains on my TOTAL position [--] months ago people told me I'm an idiot for investing in this black box TSMC is leaving them and China is making their tech useless Cost basis @ $700 planning on trimming at [--] PE"  
[X Link](https://x.com/QualityInvest5/status/2014407468118388793)  2026-01-22T18:39Z 23.9K followers, [----] engagements


"$ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE"  
[X Link](https://x.com/QualityInvest5/status/2014474841781346591)  2026-01-22T23:06Z 23.6K followers, 172.7K engagements


"Can anyone with a straight face tell me Netflix buying Warner Brothers is a bad deal Seriously $NFLX $WBD"  
[X Link](https://x.com/QualityInvest5/status/2014551143334990091)  2026-01-23T04:09Z 23.6K followers, 49.4K engagements


"@JPXiiilxxv Zeta global 28th annual needham growth conference. Its not a pod im listening to it on @Quartr_App"  
[X Link](https://x.com/QualityInvest5/status/2014788680678814086)  2026-01-23T19:53Z 23.9K followers, [---] engagements


"Time for my annual listen of this gem @bizbreakdowns @zbfuss $FICO"  
[X Link](https://x.com/QualityInvest5/status/2014952743518056943)  2026-01-24T06:45Z 23.9K followers, [----] engagements


"@AustinLouys @bizbreakdowns @zbfuss Understand securitization and I will have your answer Origination Securitization $FICO Securitization market share is 98% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization https://t.co/DO9RnT0IFO Origination Securitization $FICO Securitization market share is 98% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization https://t.co/DO9RnT0IFO"  
[X Link](https://x.com/QualityInvest5/status/2015100057792491714)  2026-01-24T16:31Z 23.8K followers, [--] engagements


"The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky"  
[X Link](https://x.com/QualityInvest5/status/2015314072569340249)  2026-01-25T06:41Z 23.6K followers, 90.7K engagements


"Been using Claude Code for the past hour I think I just one shotted the whole SaaS industry Who wants early access to my ERP CRM HCM CMS CDP Horizontal AND VERTICAL market software hybrid Launching in the next [--] minutes or so"  
[X Link](https://x.com/QualityInvest5/status/2015491046482821577)  2026-01-25T18:24Z 23.7K followers, 10.5K engagements


"ASML's EUV Net System Sales have been pretty flat since [----] Their [--] main customers (TSM Samsung Intel Micron and SK Hynix) have already pledged to buy 70-80 EUV machines PER YEAR in 2026/27 Future looks bright 👀 $ASML $TSM $INTC $MU"  
[X Link](https://x.com/QualityInvest5/status/2015562362070114547)  2026-01-25T23:08Z 23.6K followers, [----] engagements


"I put probably [---] hours of research into $ADBE between late August and October when I released these videos Theyre worth watching 😄"  
[X Link](https://x.com/QualityInvest5/status/2015566566557995430)  2026-01-25T23:24Z 23.9K followers, [----] engagements


"If you invested $10000 in Procter & Gamble [--] years ago. You would now have $9980 $PG"  
[X Link](https://x.com/QualityInvest5/status/2015650944965390509)  2026-01-26T05:00Z 23.9K followers, [----] engagements


"Dave's fundamental are PHENOMENAL 54% TTM Revenue Growth 100% Gross Margins 38% Operating Margins Narrow but expanding moat primarily from branding and SOME scale effects What do you think of $DAVE"  
[X Link](https://x.com/QualityInvest5/status/2015655740858318927)  2026-01-26T05:19Z 23.9K followers, [----] engagements


"Haven't been this excited over an earnings season in QUITE a while Some companies I'm watching to see: $AAPL rev reacceleration $MSFT Azure strength continued $META Mr.Capex continues on $TSLA . how bad can the earnings be $ASML Potential trim or the growth story continues $V & $MA Business as usual probably $FICO Growth from recent price increases + increased competition from vantage (no impact right) $MC.PA Margins and sales improving any time soon $UNH Are earnings still bad $LRCX Important for a proxy to WFE broadly $AXP State of the consumer $NOW should be business as usual proxy-ish to"  
[X Link](https://x.com/QualityInvest5/status/2015801912810250660)  2026-01-26T15:00Z 23.5K followers, 22.9K engagements


"Chipotle is quietly up 33% since over the past [--] months Are slop bowls finally making a comeback $CMG"  
[X Link](https://x.com/QualityInvest5/status/2015835000038432929)  2026-01-26T17:11Z 23.7K followers, [----] engagements


"I'M UP 100% ON MY $ASML POSITION 🥳🥳"  
[X Link](https://x.com/QualityInvest5/status/2015841734765232454)  2026-01-26T17:38Z 23.6K followers, 19.5K engagements


"Does anyone have a chart like this Has Yole put out an updated version of WFE vendor % spend market share $LRCX $AMAT $ASML $KLAC $TOELY"  
[X Link](https://x.com/QualityInvest5/status/2016031616041189429)  2026-01-27T06:12Z 24K followers, [----] engagements


"Another day another $ASML all time high Given the run up we're probably gonna get killed on earnings but who cares 😆"  
[X Link](https://x.com/QualityInvest5/status/2016169187010347161)  2026-01-27T15:19Z 23.6K followers, [----] engagements


"If you put $10000 into $TTD six years ago initially tripled it in under a year went basically nowhere for the ensuing [---] years one last hoorah up to new all time highs then you've evaporated -70% over the past year End result after all that volatility Up about 2% . https://twitter.com/i/web/status/2016184991219118334 https://twitter.com/i/web/status/2016184991219118334"  
[X Link](https://x.com/QualityInvest5/status/2016184991219118334)  2026-01-27T16:22Z 23.8K followers, 10.2K engagements


"$ZETA stock keeps dropping but I'm not worried at all I'm focusing on fundamentals not what Mr. Market is doing in the short term And those fundamentals are CLEAR AS DAY"  
[X Link](https://x.com/QualityInvest5/status/2016189427039482215)  2026-01-27T16:39Z 23.6K followers, 10.3K engagements


"$ROP (a VMS acquirer similar to $CSU) reported earnings this morning and is now in its BIGGEST drawdown since 08' Revenues +10% YoY Nearly 40% EBITDA Margins Deployed $3.3 billion on VMS in [----] Guided for 8% Rev Growth in [----] (5-6% organic) 😬 Any Interest"  
[X Link](https://x.com/QualityInvest5/status/2016208052622364797)  2026-01-27T17:53Z 23.9K followers, 11.3K engagements


"You already know what I'm gonna be doing at 1AM tonight $ASML 👀 You stay up till midnight for the new drake album I stay up for $ASML earnings Were not the same You stay up till midnight for the new drake album I stay up for $ASML earnings Were not the same"  
[X Link](https://x.com/QualityInvest5/status/2016241914165559472)  2026-01-27T20:08Z 23.5K followers, [----] engagements


"Do you think $AMZN is currently undervalued"  
[X Link](https://x.com/QualityInvest5/status/2016242243653214686)  2026-01-27T20:09Z 23.8K followers, 11.5K engagements


"@PronkDaniel Noted they seem to have their nuances $ROP more focused on quality and $CSU undervalued VMS Curious to see the $CSU report now ahah"  
[X Link](https://x.com/QualityInvest5/status/2016247487200166194)  2026-01-27T20:30Z 23.8K followers, [----] engagements


"$ADBE revenue per share is growing at 16% right now Assuming the EV/FCF doesn't drop further from the garbage 12x multiple it's at right now The stock should EASILY return 15-18% CAGR just from intrinsic value growth of FCF per share Nevermind any multiple expansion. 👀"  
[X Link](https://x.com/QualityInvest5/status/2016250421451362589)  2026-01-27T20:42Z 23.8K followers, 13.8K engagements


"If you invested $10000 in the $ABNB IPO You would now have $900 less. What does this tell you"  
[X Link](https://x.com/QualityInvest5/status/2016257179724980633)  2026-01-27T21:09Z 23.6K followers, [----] engagements


"@ManuInvests Ehhhhh im not so convinced man ill be honest with you. I quite like the $INTU business and think it has a lot more staying power than people give credit for"  
[X Link](https://x.com/QualityInvest5/status/2016306197230428661)  2026-01-28T00:23Z 23.6K followers, [---] engagements


"$AMZN to $1000 trust me"  
[X Link](https://x.com/QualityInvest5/status/2016309100246634755)  2026-01-28T00:35Z 23.6K followers, [----] engagements


"BOOM JUST LIKE THAT $ASML LFGG We are so badly gonna get smoked tomorrow morning it's not even funny man $ASML We are so badly gonna get smoked tomorrow morning it's not even funny man $ASML"  
[X Link](https://x.com/QualityInvest5/status/2016392420112433206)  2026-01-28T06:06Z 23.5K followers, 14.7K engagements


"🚨 $ASML JUST REPORTED EARNINGS 🚨 All figures in Euros Revenue 32.7B vs. 32.5B expected Backlog at the end of [----] of 38.8B EUV system sales increased 39% for the full year 👀 New buyback program 12B (to be executed by FY28) AND MOST IMPORTANT OF ALL: They guided for [----] total net sales to be between [--] billion and [--] billion https://twitter.com/i/web/status/2016398341827940639 https://twitter.com/i/web/status/2016398341827940639"  
[X Link](https://x.com/QualityInvest5/status/2016398341827940639)  2026-01-28T06:30Z 23.5K followers, 23.1K engagements


"EUV AS A % OF $ASML'S BACKLOG IS CONTINUOUSLY GOING UP 🚀"  
[X Link](https://x.com/QualityInvest5/status/2016398918863458359)  2026-01-28T06:32Z 23.5K followers, [----] engagements


"These guys are the KINGS of sandbagging earnings They're absolutley gonna crush these numbers 😆 $ASML"  
[X Link](https://x.com/QualityInvest5/status/2016400727623586274)  2026-01-28T06:39Z 23.5K followers, 14K engagements


"ASML JUST PUT UP ITS HIGHEST QUARTERLY NET BOOKINGS EVER "39B IN TOTAL BACKLOG AT END OF 2025" $ASML +5% IN PRE MARKET"  
[X Link](https://x.com/QualityInvest5/status/2016510123590426626)  2026-01-28T13:54Z 23.6K followers, [----] engagements


"$ASML's EUV business will LIKELY overtake the DUV business in [----] As per their own guide DUV will be "flat ish" and EUV will likely grow in excess of 40% at least 👀"  
[X Link](https://x.com/QualityInvest5/status/2016511493836087376)  2026-01-28T13:59Z 23.5K followers, [----] engagements


"UGH what did that French MF say on the call this time $ASML"  
[X Link](https://x.com/QualityInvest5/status/2016532389376180597)  2026-01-28T15:22Z 23.8K followers, 12K engagements


"$ADYEN looking pretty undervalued right about now 👀 40x TTM P/E Low to high 20s revenue growth Wide moat driven from high switching costs scale and higher authorization rates than competitors Any interest for the payments GIANT"  
[X Link](https://x.com/QualityInvest5/status/2016546266528793082)  2026-01-28T16:17Z 24K followers, [----] engagements


"Contrary to what I anticipated $SBUX had a REALLY solid report this quarter 6% rev growth 4% same store sales growth Operating margins ticked up to 9% from 3% QoQ Store count openings were barely up though which is fine They're probably too saturated anyways"  
[X Link](https://x.com/QualityInvest5/status/2016547270385193069)  2026-01-28T16:21Z 23.6K followers, [----] engagements


"@DastanyLFC i think this speaks to how overvalued stripe is in the private markets not neccesarily how undervalued $ADYEN is I dont think $ADYEN should be 107B market cap"  
[X Link](https://x.com/QualityInvest5/status/2016572599304675332)  2026-01-28T18:02Z 24K followers, [---] engagements


"This should be fun and I might make a video out of this What is your WORST investing hot take"  
[X Link](https://x.com/QualityInvest5/status/2016580694172975226)  2026-01-28T18:34Z 23.6K followers, [----] engagements


"$FICO $TSLA $MSFT $META $LRCX"  
[X Link](https://x.com/QualityInvest5/status/2016617623098662977)  2026-01-28T21:01Z 23.9K followers, [----] engagements


"$META EARNINGS ARE OUT Revenue +24% Op Margins of 41% Price per ad +9% (FY) Ad impressions +18% (Q4) Daily active people of 3.58B +7% YoY Buybacks + dividends amounted to $31.6B MOST IMPORTANT: THEY'RE GUIDING FOR $162B-$169B OF TOTAL EXPENSE (MAJORITY IS INFRASTRUCTURE SPEND) https://twitter.com/i/web/status/2016620428085862671 https://twitter.com/i/web/status/2016620428085862671"  
[X Link](https://x.com/QualityInvest5/status/2016620428085862671)  2026-01-28T21:12Z 23.7K followers, 23.6K engagements


"It's honestly a miracle shares are up on this bad of a report . $TSLA"  
[X Link](https://x.com/QualityInvest5/status/2016623752897822775)  2026-01-28T21:25Z 23.8K followers, 82.3K engagements


"$IBM JUST PUT UP THEIR FASTEST GROWING QUARTER IN MORE THAN A DECADE Strength in key segments of software & infrastructure"  
[X Link](https://x.com/QualityInvest5/status/2016624219296014581)  2026-01-28T21:27Z 23.7K followers, [----] engagements


"To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6%  Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new deals with over $1M in net new ACV during the quarter https://twitter.com/i/web/status/2016626190430482917 https://twitter.com/i/web/status/2016626190430482917"  
[X Link](https://x.com/QualityInvest5/status/2016626190430482917)  2026-01-28T21:35Z 23.8K followers, 81.2K engagements


"ServiceNow making it even more challenging for me to not open a position. Now trades at just 7.8x forward EV/Sales 🤯 $NOW To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6%  Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new https://t.co/AXb0LCKt3E To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6%  Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract"  
[X Link](https://x.com/QualityInvest5/status/2016627927895429339)  2026-01-28T21:42Z 23.7K followers, [----] engagements


"$NOW trading on this monster of a report is the dumbest thing I've seen since. well since $ADBE traded down on its MONSTER of a report 😆 To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6%  Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new https://t.co/AXb0LCKt3E To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6%  Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with"  
[X Link](https://x.com/QualityInvest5/status/2016634129400344706)  2026-01-28T22:06Z 23.8K followers, 12.3K engagements


"$FICO's software platform "Dollar based NRR" ticked up massively this quarter This segment has generally been pretty disappointing is this foreshadowing future accelerated growth 👀"  
[X Link](https://x.com/QualityInvest5/status/2016636074311770212)  2026-01-28T22:14Z 23.9K followers, [----] engagements


"Market is so sour on SaaS that $NOW can report a perfect earnings and still sell off"  
[X Link](https://x.com/QualityInvest5/status/2016687273404739829)  2026-01-29T01:38Z 23.8K followers, 17.5K engagements


""B2B revenue increased 36% primarily attributable to a higher mortgage origination scores unit price and an increase in volume of mortgage originations" $FICO"  
[X Link](https://x.com/QualityInvest5/status/2016690187892297812)  2026-01-29T01:49Z 23.9K followers, [----] engagements


"Horrifying $NOW"  
[X Link](https://x.com/QualityInvest5/status/2016693643973701659)  2026-01-29T02:03Z 23.8K followers, [----] engagements


"Listening to $FICO earnings call on @fiscal_ai 😆"  
[X Link](https://x.com/QualityInvest5/status/2016695896033874145)  2026-01-29T02:12Z 23.9K followers, [----] engagements


"Take a WILD GUESS which segment has more pricing power $FICO"  
[X Link](https://x.com/QualityInvest5/status/2016697808238027115)  2026-01-29T02:20Z 23.9K followers, [----] engagements


"Most ridiculous thing over the past quarter was just how bearish people got on $META with a 20-30% drawdown over capex And they just guided for EVEN more capex but sentiment is good now so stock up 10% 😂 I don't even wanna begin to think what will happen to $GOOGL if. Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser 😂 Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser 😂"  
[X Link](https://x.com/QualityInvest5/status/2016702488531857437)  2026-01-29T02:38Z 23.8K followers, 32.2K engagements


"Same market cap btw. $TSLA $AVGO"  
[X Link](https://x.com/QualityInvest5/status/2016721784855286024)  2026-01-29T03:55Z 23.8K followers, 15.4K engagements


"I promise you if the stock was down in these earnings all everyone could talk about is the increased CapEx Price drives sentiment always $META $META EARNINGS ARE OUT Revenue +24% Op Margins of 41% Price per ad +9% (FY) Ad impressions +18% (Q4) Daily active people of 3.58B +7% YoY Buybacks + dividends amounted to $31.6B MOST IMPORTANT: THEY'RE GUIDING FOR $162B-$169B OF TOTAL EXPENSE (MAJORITY IS https://t.co/6KlTGyD2td $META EARNINGS ARE OUT Revenue +24% Op Margins of 41% Price per ad +9% (FY) Ad impressions +18% (Q4) Daily active people of 3.58B +7% YoY Buybacks + dividends amounted to"  
[X Link](https://x.com/QualityInvest5/status/2016895019496484896)  2026-01-29T15:23Z 23.6K followers, [----] engagements


"I have too many things I could buy so I'm not going to buy anything 😅 $UBER $ADBE $ZETA $NOW $NFLX $MSFT $INTU is even starting to look interesting"  
[X Link](https://x.com/QualityInvest5/status/2016907398766559581)  2026-01-29T16:12Z 23.9K followers, 17.9K engagements


"While many panicked during the H1 $ASML selloff One man and his sack of potatoes stood strong unwavering with conviction 💪 While many of us are focused on $ASML strong net bookings and solid Q4 [----] results I think theres an     especially $ASML shareholders whove lived through the last few years:  https://t.co/89iWz3HYcy While many of us are focused on $ASML strong net bookings and solid Q4 [----] results I think theres an     especially $ASML shareholders whove lived through the last few years:  https://t.co/89iWz3HYcy"  
[X Link](https://x.com/QualityInvest5/status/2016912125399011609)  2026-01-29T16:31Z 23.5K followers, [----] engagements


"STOP USING PE FOR $GOOGL AND $MSFT Both of them in the trailing twelve months have had massive boosts to their net income/EPS as a result of investment gains in SpaceX and OpenAI respectively Google absent these investment gains would trade at 42x earnings not 33x"  
[X Link](https://x.com/QualityInvest5/status/2016989789556253003)  2026-01-29T21:40Z 23.8K followers, 39.2K engagements


"That little comment cost them ANOTHER $10B 😂 $NOW"  
[X Link](https://x.com/QualityInvest5/status/2016993390018080843)  2026-01-29T21:54Z 23.8K followers, [----] engagements


"@jvminvests @MahatmaGandon @joecarlsonshow i really dont the two videos i did on them are super surface level @DrewCohenMoney's $CSU breakdown on the other hand is quite literally the best analysis of stock ive ever seen. Either the video he just put out or the podcast is amazing i highly recommend"  
[X Link](https://x.com/QualityInvest5/status/2017005685267911000)  2026-01-29T22:43Z 23.6K followers, 18.1K engagements


"See what makes google arguably than MSFT situation though Is you have musk running the show at SpaceX. Making equity offerings by for example merging X and XAI and claiming its valued at $80B. Like no actual money left anybodys hands you just agreed to merge your two companies at a 80B valuation using all equity to make a couple headlines 😂 Hes gonna do some bullshit similar to that with SpaceX and headlines go Wowowowow first trillion dollar private company Wowowowowo Then google goes up more cuz now their net income is $150B not $120B cuz of paper gains on an overvalued SpaceX that will"  
[X Link](https://x.com/QualityInvest5/status/2017114649146056782)  2026-01-30T05:56Z 23.6K followers, 12.9K engagements


"Duolingo IPOd less than [--] years and it's already gone through TWO drawdowns greater than -65% Green bird stock is not for the weak 😬 $DOUL"  
[X Link](https://x.com/QualityInvest5/status/2017290392220369317)  2026-01-30T17:34Z 23.8K followers, [----] engagements


"My entire portfolio is red today except for one soldier standing strong $AMZN $ADBE $ASML $ZETA $FICO $UBER"  
[X Link](https://x.com/QualityInvest5/status/2017290726229336152)  2026-01-30T17:36Z 23.8K followers, 15.5K engagements


"I JUST BOUGHT MORE $ZETA  Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://getblossom.onelink.me/SOfu/aria https://getblossom.onelink.me/SOfu/aria"  
[X Link](https://x.com/QualityInvest5/status/2017296613698331041)  2026-01-30T17:59Z 23.9K followers, 75.2K engagements


"Brutal day for Gold & Silver after Trump named Kevin Warsh (served under the [----] housing crisis) as the successor to Jerome Powell for Federal Reserve Chair"  
[X Link](https://x.com/QualityInvest5/status/2017298417647583481)  2026-01-30T18:06Z 23.8K followers, [----] engagements


"PainPal will never NOT be the funniest nickname for a stock ever $PYPL PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4 PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4"  
[X Link](https://x.com/QualityInvest5/status/2017362439927390484)  2026-01-30T22:21Z 23.8K followers, [----] engagements


"Couple more I like: SellsForce = $CRM SellThisNow = $NOW NoMoat .com = $MNDY FrauDobe = $ADBE"  
[X Link](https://x.com/QualityInvest5/status/2017362464292098474)  2026-01-30T22:21Z 23.8K followers, [----] engagements


"New video on $ZETA out now Search my name on YT or click the link in my bio 😉"  
[X Link](https://x.com/QualityInvest5/status/2017381427835265433)  2026-01-30T23:36Z 23.8K followers, [----] engagements


"Ive nonstop shat on $PYPL for months/years because I do think its a melting ice cube/value trap whatever you wanna call it BUT I believe its at the price were buybacks alone carry you to 10% CAGR pretty comfortably kind of $EBAY style over the past [--] years or so PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4 PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4"  
[X Link](https://x.com/QualityInvest5/status/2017424020694589722)  2026-01-31T02:25Z 23.9K followers, 16K engagements


"If youre not following Dimitry I have no clue what youre doing This level analysis and attention to detail doesnt come accidentally and it clearly shows $FICO investors you MUST read 👇 Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of its Q1 [----] report it traded 39x. $FICO is down 5% in the past [--] days so most of that multiple contraction (18%) is due to aggressive growth in earnings. https://t.co/N4k9A0F8Q9 Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of"  
[X Link](https://x.com/QualityInvest5/status/2017460740030939280)  2026-01-31T04:51Z 23.9K followers, 53.1K engagements


"13Fs come out mid February Im still think its either $META or $ADBE More likely its $META because Bill hasnt historically bought software stocks but frequently dabbles in big tech Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE https://t.co/ZGTdtvE4Nb Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE https://t.co/ZGTdtvE4Nb"  
[X Link](https://x.com/QualityInvest5/status/2017481363998331385)  2026-01-31T06:13Z 23.8K followers, 14.6K engagements


"I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/2017651831753605573)  2026-01-31T17:30Z 23.9K followers, 24.5K engagements


"Can anyone please tell me what is our boy cyclops saying $NOW I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂ https://t.co/lYl9HIJ1sd I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont"  
[X Link](https://x.com/QualityInvest5/status/2017704618441011393)  2026-01-31T21:00Z 23.9K followers, [----] engagements


"$META quietly hit $200B of revenues this year btw"  
[X Link](https://x.com/QualityInvest5/status/2017713539591348636)  2026-01-31T21:36Z 23.8K followers, 20.2K engagements


"The answer was 30% 💀 $META $META is an excellent business and is currently undervalued I just dont know if revenue growth will be [--] or 20% 🧐 $META is an excellent business and is currently undervalued I just dont know if revenue growth will be [--] or 20% 🧐"  
[X Link](https://x.com/QualityInvest5/status/2017722787138351331)  2026-01-31T22:12Z 23.8K followers, 16.2K engagements


"Just crossed 10K on YouTube 🥳 As the great Kobe Bryant once said "job's not finished""  
[X Link](https://x.com/QualityInvest5/status/2017992183891067308)  2026-02-01T16:03Z 23.9K followers, [----] engagements


"$MSCI traded down 20% on those earnings btw"  
[X Link](https://x.com/QualityInvest5/status/2017994300005531843)  2026-02-01T16:11Z 23.9K followers, 10.1K engagements


"My advice: "Know what you own" So when the stock drops you don't say stuff like this $UBER"  
[X Link](https://x.com/QualityInvest5/status/2018002276992888971)  2026-02-01T16:43Z 24K followers, 10.6K engagements


"i talk about $NFLX quite often actually i like it a lot here i think the $WBD acquisition is a homerun and they can achieve close to 20B of FCF within [--] year of the acquisition closing Albeit increased content spend will likely prevent that on year [--] but they have the "potential" for 20B of FCF https://twitter.com/i/web/status/2018007262753681583 https://twitter.com/i/web/status/2018007262753681583"  
[X Link](https://x.com/QualityInvest5/status/2018007262753681583)  2026-02-01T17:03Z 23.9K followers, [---] engagements


"No one can do what $FICO does in securitization either in fact $FICO's market share of securitization is higher than $ASML's litho market share trust me i LOVE the $ASML business but i think $FICO beats $ASML slightly here. But an irrelevent amount nonetheless because theyre both impossible to compete with https://twitter.com/i/web/status/2018014647778206134 https://twitter.com/i/web/status/2018014647778206134"  
[X Link](https://x.com/QualityInvest5/status/2018014647778206134)  2026-02-01T17:32Z 23.9K followers, [---] engagements


"I love the ServiceNow business but I have one very SMALL "AI control tower" problem with it. $NOW"  
[X Link](https://x.com/QualityInvest5/status/2018032506109382790)  2026-02-01T18:43Z 23.9K followers, 10.4K engagements


"@sauceb0sss lack of cash tbh ahaha i think i will start allocating more towards it soon TBH I want to buy more of all [--] of my bottom holdings $ZETA $FICO $ADBE and $UBER"  
[X Link](https://x.com/QualityInvest5/status/2018074893909127300)  2026-02-01T21:32Z 23.9K followers, [---] engagements


"We love $META yes but reminder that their OWN INTERNAL projections says about 10% of revenues are "scam ads" Quiet mini bear thesis on the horizon if regulators ever crack down on this"  
[X Link](https://x.com/QualityInvest5/status/2018079817598370083)  2026-02-01T21:51Z 23.9K followers, [----] engagements


"@Apollo_21mil [--] time tax defferal on that ttm gaap pe"  
[X Link](https://x.com/QualityInvest5/status/2018091725231649074)  2026-02-01T22:38Z 23.6K followers, [----] engagements


"My portfolio on Aug 9th [----] My god things have changed 😳 No $CRM $MA $GOOGL or $PAYC I JUST BOUGHT MORE $ZETA  Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://t.co/9fblWFupTB https://t.co/22I15WYl7f I JUST BOUGHT MORE $ZETA  Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://t.co/9fblWFupTB https://t.co/22I15WYl7f"  
[X Link](https://x.com/QualityInvest5/status/2018159081270202838)  2026-02-02T03:06Z 23.9K followers, 22.7K engagements


"Since IPO you could've bought ServiceNow stock at a 50% drawdown twice At the bottom of the [----] bear market and today $NOW"  
[X Link](https://x.com/QualityInvest5/status/2018308423067304121)  2026-02-02T13:00Z 23.9K followers, 11.6K engagements


"$META trades at 23x forward p/e and just guided for 30% revenue growth btw"  
[X Link](https://x.com/QualityInvest5/status/2018323519486984401)  2026-02-02T14:00Z 23.9K followers, 59.6K engagements


"Somethings wrong with $ADBE stock Its in the green"  
[X Link](https://x.com/QualityInvest5/status/2018348404758167889)  2026-02-02T15:38Z 24K followers, 10.9K engagements


"I cant express how badly you guys are screwed 😭 $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/2018361679227019268)  2026-02-02T16:31Z 23.9K followers, 12.1K engagements


"You've had [--] opportunities to buy $MSFT in a 20% or greater drawdown Today is one of those days"  
[X Link](https://x.com/QualityInvest5/status/2018364723545223540)  2026-02-02T16:43Z 24K followers, 49.1K engagements


"Mark Mahaney's thoughts on Mag7's rising CapEx His $UBER and $GOOGL picks from last year And why he's bullish on $AMZN this year"  
[X Link](https://x.com/QualityInvest5/status/2018376280064803007)  2026-02-02T17:29Z 24K followers, 46.7K engagements


"did these mfs just grow 70% topline $PLTR"  
[X Link](https://x.com/QualityInvest5/status/2018432605427745076)  2026-02-02T21:13Z 23.9K followers, 10.7K engagements


"My brother Manu moving up in the world 🥳🙏 @ManuInvests @TheCompoundNews @Downtown"  
[X Link](https://x.com/QualityInvest5/status/2018456775603994889)  2026-02-02T22:49Z 23.5K followers, [----] engagements


"The clown show continues for AT LEAST [--] more quarter $GOOG $GOOGL SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE"  
[X Link](https://x.com/QualityInvest5/status/2018457565861142713)  2026-02-02T22:52Z 23.9K followers, 38.6K engagements


"Figma down 80% from all time highs and STILL trades at 10x sales. Damn. $FIG"  
[X Link](https://x.com/QualityInvest5/status/2018471958242095285)  2026-02-02T23:49Z 23.9K followers, [----] engagements


"Do you believe them $ORCL The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/QualityInvest5/status/2018486930921467953)  2026-02-03T00:49Z 23.9K followers, [----] engagements


"Stock isnt too far off of ATH but I would not be surprised if $META is best Mag7 performer this year $META trades at 23x forward p/e and just guided for 30% revenue growth btw https://t.co/Wj1nVXPIgk $META trades at 23x forward p/e and just guided for 30% revenue growth btw https://t.co/Wj1nVXPIgk"  
[X Link](https://x.com/QualityInvest5/status/2018527989995331914)  2026-02-03T03:32Z 23.9K followers, 10K engagements


"$ADBE $FICO $PGY & $ZETA looking pretty solid on this flawed metric 👌 👍 Palantir has to be selling cocaine or something Short $PLTR https://t.co/pKyU32GUC2 Palantir has to be selling cocaine or something Short $PLTR https://t.co/pKyU32GUC2"  
[X Link](https://x.com/QualityInvest5/status/2018534983041012198)  2026-02-03T04:00Z 23.9K followers, [----] engagements


"@Vanhove_Pieter The longer i go the longer i realize no payment company truly has that great of a moat Perhaps an $ADYEN or $TOST are the best ones among them but still"  
[X Link](https://x.com/QualityInvest5/status/2018672777092386874)  2026-02-03T13:07Z 23.9K followers, [---] engagements


"@Stockfins Hint: earnings PER SHARE"  
[X Link](https://x.com/QualityInvest5/status/2018690819247448442)  2026-02-03T14:19Z 23.8K followers, [---] engagements


"I better not hear a single $ADBE $PYPL comparison again One of these is growing revenue double digits the other is in decline One has a durable moat the other is a classic case of innovators dilemma End of discussion"  
[X Link](https://x.com/QualityInvest5/status/2018692987945971929)  2026-02-03T14:28Z 23.9K followers, 26.9K engagements


"Turns out you cant spawn an ads business $PYPL $PYPL Heres why Iv sold: No headcount reduction FCF weak No additional buybacks Earnings miss Guidance miss Negative growth No updates Ads etc Long term guidance pulled Macro excuses I said I would do this less than [--] hours ago This is not emotion $PYPL Heres why Iv sold: No headcount reduction FCF weak No additional buybacks Earnings miss Guidance miss Negative growth No updates Ads etc Long term guidance pulled Macro excuses I said I would do this less than [--] hours ago This is not emotion"  
[X Link](https://x.com/QualityInvest5/status/2018698649669124122)  2026-02-03T14:50Z 23.9K followers, [----] engagements


"@tigerstylez84 @Vanhove_Pieter Yes yes im very well aware even $ADYEN most doesnt scream at me i also dont like that they dont break out authorization rates (likely because of competitive reasons) but id prefer to see like how much better are you than your competitors"  
[X Link](https://x.com/QualityInvest5/status/2018698985498677251)  2026-02-03T14:51Z 24K followers, [---] engagements


"For the $PYPL bois Remember to look at fundamentals next time and be objective you got this 😉"  
[X Link](https://x.com/QualityInvest5/status/2018703094360494334)  2026-02-03T15:08Z 23.9K followers, 24K engagements


"If you bought the $PYPL IPO ten years ago you would be up a measly 18% today . INSANE"  
[X Link](https://x.com/QualityInvest5/status/2018704021830201709)  2026-02-03T15:11Z 23.8K followers, [----] engagements


"Goodmorning ☕"  
[X Link](https://x.com/QualityInvest5/status/2018710772616949820)  2026-02-03T15:38Z 23.9K followers, 31.4K engagements


"Forget to add Monday $MNDY -7% and is almost in double digits Figma $FIG -9% new all time low And for some reason $FICO which gets 80%+ of EBIT from scores is getting dragged down because it's categorized under "Application Software"🤦♂ This is CARNAGE intraday prices Oracle $ORCL -3.0% CrowdStrike $CRWD -3.8% SAP $SAP -4.9% Autodesk $ADSK -4.9% Palo Alto Networks $PANW -5.2% Adobe $ADBE -5.8% Workday $WDAY -6.0% Salesforce $CRM -6.1% Constellation Software $CSU -6.6% Shopify $SHOP -7.0% ServiceNow $NOW -7.2% https://t.co/jogLxAMuP4 This is CARNAGE intraday prices Oracle $ORCL -3.0%"  
[X Link](https://x.com/QualityInvest5/status/2018715874765439315)  2026-02-03T15:59Z 23.9K followers, [----] engagements


"Forgot to add Monday $MNDY -7% and is almost in double digits Figma $FIG -9% new all time low And for some reason $FICO which gets 80%+ of EBIT from scores is getting dragged down because it's categorized under "Application Software"🤦♂ This is CARNAGE intraday prices Oracle $ORCL -3.0% CrowdStrike $CRWD -3.8% SAP $SAP -4.9% Autodesk $ADSK -4.9% Palo Alto Networks $PANW -5.2% Adobe $ADBE -5.8% Workday $WDAY -6.0% Salesforce $CRM -6.1% Constellation Software $CSU -6.6% Shopify $SHOP -7.0% ServiceNow $NOW -7.2% https://t.co/jogLxAMuP4 This is CARNAGE intraday prices Oracle $ORCL -3.0%"  
[X Link](https://x.com/QualityInvest5/status/2018718988579098920)  2026-02-03T16:11Z 24K followers, [----] engagements


"@DerApfelmannYT $ADBE at like 12x ev/ebit $NOW at 7-8x sales"  
[X Link](https://x.com/QualityInvest5/status/2018730364189991257)  2026-02-03T16:56Z 24K followers, [----] engagements


"What a disaster 😂 Goodmorning ☕ https://t.co/soCdCD5ZoV Goodmorning ☕ https://t.co/soCdCD5ZoV"  
[X Link](https://x.com/QualityInvest5/status/2018732225622122848)  2026-02-03T17:04Z 23.9K followers, 23.2K engagements


"If you invested $10K into $DUOL at IPO. you would now have $1300 less 😬"  
[X Link](https://x.com/QualityInvest5/status/2018739622285557991)  2026-02-03T17:33Z 23.9K followers, [----] engagements


"$FISV committed fraud $PYPL just a shit business I had 6% of my port in it you had 100% of your port in $PYPL Accept defeat $PYPL Noted that @QualityInvest5 is dunking on people today in light of PayPal shareholders losing money Aria was promoting $FI as a great investment before it tanked 50%+ I showed him and shareholders nothing but respect in the aftermath Trash behaviour $PYPL Noted that @QualityInvest5 is dunking on people today in light of PayPal shareholders losing money Aria was promoting $FI as a great investment before it tanked 50%+ I showed him and shareholders nothing but"  
[X Link](https://x.com/QualityInvest5/status/2018752250361884989)  2026-02-03T18:23Z 23.9K followers, 28.7K engagements


"@weary_centurion . "the pot calling the kettle black" I got non stop barraged and cursed at for months because I was bearish on $PYPL Absolutely I'm going to do victory laps on my correct take now that the stock is down 40%. GL. @weary_centurion @QualityInvest5 You were actively attacking other finance X accounts on their negative takes on PayPal in [----]. Why are you calling other people trash for your mistake. You went out of your way to call people dumb if they didnt like paypal. Just take the L and move on you still salty. @weary_centurion @QualityInvest5 You were actively attacking other"  
[X Link](https://x.com/QualityInvest5/status/2018752966581158188)  2026-02-03T18:26Z 23.9K followers, [----] engagements


"@throwabull $ADBE $NOW $SHOP around 10x forward sales has been on the watchlist for a WHILE but i think theres better oppertunities"  
[X Link](https://x.com/QualityInvest5/status/2018754818261864921)  2026-02-03T18:33Z 23.7K followers, [----] engagements


"@MH1411996 yeah $SHOP is perhaps one of the best insulated names here alongside $CDNS $SNPS Really dumb selloff to be grouped in"  
[X Link](https://x.com/QualityInvest5/status/2018765133833498679)  2026-02-03T19:14Z 24K followers, [---] engagements


"$MNDY about to be a double digit stock amidst this selloff Down -70% over the past year 🤯"  
[X Link](https://x.com/QualityInvest5/status/2018790088872972756)  2026-02-03T20:53Z 24K followers, [----] engagements


"Sorry mom gonna have to call you back Dimitry just dropped another post on $FICO One of the more interesting things about $FICO is that as long-term shareholders a lower short-term stock price can be beneficial in the long-run. How Because $FICO is a cannibal. Shares outstanding down 22% over the last [--] years. In the last [--] months alone $FICO spent https://t.co/Hk5sONOfzb One of the more interesting things about $FICO is that as long-term shareholders a lower short-term stock price can be beneficial in the long-run. How Because $FICO is a cannibal. Shares outstanding down 22% over the last"  
[X Link](https://x.com/QualityInvest5/status/2018791649502253543)  2026-02-03T21:00Z 23.9K followers, 17.4K engagements


"ServiceNow trading at just 8x EV/Sales hovering near its CHEAPEST valuation over the past decade And most notably cheaper than the bottom of the [----] bear market. $NOW"  
[X Link](https://x.com/QualityInvest5/status/2018792245114356162)  2026-02-03T21:02Z 23.9K followers, 17.8K engagements


"Negativity sells This is why all news are negative this is why a lot of channels are made around the topic of the crash right around the corner Humans are emotional creatures that like to see drama therefore negativity sells Thank you for listening to my Ted Talk 😁"  
[X Link](https://x.com/QualityInvest5/status/2018812642266402825)  2026-02-03T22:23Z 23.6K followers, [----] engagements


"@alonso_angulo No i think $NOW is in an ELITE class of software stocks $INTU SMB tilt doesnt make it attractive to me imo"  
[X Link](https://x.com/QualityInvest5/status/2018813154214711626)  2026-02-03T22:25Z 23.7K followers, [---] engagements


"@GlobalCollapse Ummmm you do know $ADBE is cash flowing like 10B a year right"  
[X Link](https://x.com/QualityInvest5/status/2018821231383052408)  2026-02-03T22:57Z 23.5K followers, [---] engagements


"@GlobalCollapse Which stock are we talking about"  
[X Link](https://x.com/QualityInvest5/status/2018821960059535556)  2026-02-03T23:00Z 23.5K followers, [---] engagements


"MAKING GAINS AT THE GYM FOR MY LACK OF GAINS IN THE MARKET TODAY Was battling a wrist injury BUT IM BACK Need to get bigger than @EndicottInvests as soon as possible https://t.co/UDW6VCDE2P Was battling a wrist injury BUT IM BACK Need to get bigger than @EndicottInvests as soon as possible https://t.co/UDW6VCDE2P"  
[X Link](https://x.com/QualityInvest5/status/2018843032607744162)  2026-02-04T00:24Z 23.6K followers, 16.1K engagements


"Oh thats a pretty neat like animation 👇"  
[X Link](https://x.com/QualityInvest5/status/2018895205945233444)  2026-02-04T03:51Z 23.6K followers, [----] engagements


"@BradoCapital @jack $MPWR"  
[X Link](https://x.com/QualityInvest5/status/2018915532863402322)  2026-02-04T05:12Z 23.9K followers, [---] engagements


"If you believe $NOW can have 25% net margins at maturity (not that aggressive) They're currently trading at 33x "look through earnings" Not that expensive for one of the widest moat software stocks in the market 👀"  
[X Link](https://x.com/QualityInvest5/status/2018916933287002231)  2026-02-04T05:18Z 23.9K followers, 12.7K engagements


"@InsiderHawk Their revenues have grown at 80% over the past [--] years while net income grew 50% their margins have went down"  
[X Link](https://x.com/QualityInvest5/status/2019047377869447205)  2026-02-04T13:56Z 23.6K followers, [--] engagements


"I was right initially lol $UBER I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy"  
[X Link](https://x.com/QualityInvest5/status/2019047724327551369)  2026-02-04T13:57Z 23.9K followers, 14.2K engagements


"Teslas gonna replicate this overnight apparently after they delay FSD launch another [--] more times $TSLA Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT. https://t.co/y990a3jlqJ Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT. https://t.co/y990a3jlqJ"  
[X Link](https://x.com/QualityInvest5/status/2019049609041936444)  2026-02-04T14:05Z 24K followers, [----] engagements


"It's amazing how well a company can execute QUARTER AFTER QUARTER Give shareholders direct answers on the conference call to everything they ask Release unique insights and KPIs in their supp slides and STILL get punished Pure narrative and all noise I remain a happy shareholder of $UBER and am looking to add a little bit to my position after this drop https://twitter.com/i/web/status/2019102142384984171 https://twitter.com/i/web/status/2019102142384984171"  
[X Link](https://x.com/QualityInvest5/status/2019102142384984171)  2026-02-04T17:33Z 23.6K followers, [----] engagements


"Got $1M to invest in a stock simulator for a uni class You already know what I'm buying 😆"  
[X Link](https://x.com/QualityInvest5/status/2019112124346429846)  2026-02-04T18:13Z 24K followers, 18.9K engagements


"20 years old who nearly doubled the S&P over the last [--] years the result of hundreds if not thousands of hours of obsessive research and learning Keep dismissing me because of my age instead of judging the merits of my work. I love it being dismissed and underestimated @QualityInvest5 Arya [--] years old giving grown ass adult advise. https://t.co/cCUir5pnos @QualityInvest5 Arya [--] years old giving grown ass adult advise. https://t.co/cCUir5pnos"  
[X Link](https://x.com/QualityInvest5/status/2019133595890376950)  2026-02-04T19:38Z 23.6K followers, 15.4K engagements


"@DividendDynasty Sooooo many opportunities man its insane"  
[X Link](https://x.com/QualityInvest5/status/2019137691179508180)  2026-02-04T19:55Z 23.6K followers, [---] engagements


"@thatguy3923344 I never tell people where to put their money thats against the law"  
[X Link](https://x.com/QualityInvest5/status/2019137784494321935)  2026-02-04T19:55Z 23.6K followers, [---] engagements


"World's MOST disrupted industry $NOW $INTU $CRM $ADBE Is AI disrupting enterprise software https://t.co/4UMv4lTq4G Is AI disrupting enterprise software https://t.co/4UMv4lTq4G"  
[X Link](https://x.com/QualityInvest5/status/2019148532125692238)  2026-02-04T20:38Z 24K followers, [----] engagements


""YouTube revenue across ads and subscriptions exceeded $60 billion for the full year 2025" $40B of ads revenue means they $20B came from YouTube Premium YouTube is officially 1/3rd subscription business 👀 $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/2019158611872956853)  2026-02-04T21:18Z 23.8K followers, [----] engagements


"Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion said Evan Spiegel CEO $SNAP IS FINALLY PROFITABLE I CAN'T BELIEVE IT"  
[X Link](https://x.com/QualityInvest5/status/2019163260558123188)  2026-02-04T21:36Z 23.6K followers, [----] engagements


"@Couch_Investor is that before or after they delay FSD another [--] times 😭😭 In all seriousness the global scale of $UBER is SOOOO underrated"  
[X Link](https://x.com/QualityInvest5/status/2019167406036513057)  2026-02-04T21:53Z 23.6K followers, [----] engagements


"@BullishBets0 $UBER has 200M MAUs for a reason Clearly something's working"  
[X Link](https://x.com/QualityInvest5/status/2019168080744866092)  2026-02-04T21:55Z 23.6K followers, [---] engagements


"Yes stock on PE basis is optically cheaper than it actually is Non-operating income will grow EVEN more next quarter given the recent SpaceX and XAI news Also im not denying the phenomenal results I'm simply questioning the legitimacy of the valuation given the inflated earnings $GOOG $GOOGL @QualityInvest5 @QualityInvest5 did you see their Other Income again grew 150% YoY 🤦♂ which pushed their Net Income to 30%. Their operating income was only 16%. FCF was down -1% @QualityInvest5 @QualityInvest5 did you see their Other Income again grew 150% YoY 🤦♂ which pushed their Net Income to 30%."  
[X Link](https://x.com/QualityInvest5/status/2019170680022135284)  2026-02-04T22:06Z 23.7K followers, [----] engagements


"That little prediction aged like fine wine LOOL $SNAP $SNAP is projected to still lose -260M in [----] I'm going to make a wild prediction that within the next 4-6 quarters they become GAAP EBIT profitable Discl. no position https://t.co/Y1S9Xcyh6E $SNAP is projected to still lose -260M in [----] I'm going to make a wild prediction that within the next 4-6 quarters they become GAAP EBIT profitable Discl. no position https://t.co/Y1S9Xcyh6E"  
[X Link](https://x.com/QualityInvest5/status/2019171672562266231)  2026-02-04T22:10Z 23.6K followers, [----] engagements


"@WideMoatCzar hmm hard to say gross margins on Youtube have historically been capped but this new subscription business changes the mix so lets see"  
[X Link](https://x.com/QualityInvest5/status/2019176266620870710)  2026-02-04T22:28Z 23.6K followers, [--] engagements


"Protein matcha was what was missing this whole time Im sure itll rescue $SBUX 👍"  
[X Link](https://x.com/QualityInvest5/status/2019201667971825766)  2026-02-05T00:09Z 24K followers, [----] engagements


"When you owned $GOOGL while search was being disrupted and now see people buying because they use calendar and gmail When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader $GOOGL $GOOG https://t.co/SCriCMGf7c When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader $GOOGL $GOOG"  
[X Link](https://x.com/QualityInvest5/status/2019231516035879063)  2026-02-05T02:08Z 23.9K followers, 23.5K engagements


"@Speedwell_LLC $UBER 🙌"  
[X Link](https://x.com/QualityInvest5/status/2019282541958819871)  2026-02-05T05:30Z 23.7K followers, [----] engagements


"@Fiat_iceberg [--] hour challenge"  
[X Link](https://x.com/QualityInvest5/status/2019456389928616033)  2026-02-05T17:01Z 23.7K followers, [--] engagements


"@A_Miko_3 buy $MA or F off strategy seems to be working well for payments"  
[X Link](https://x.com/QualityInvest5/status/2019457840922939598)  2026-02-05T17:07Z 24K followers, [----] engagements


"I made this argument back in November for $ADBE btw - time stamped and everything AI will not disrupt SaaS. The model makers will integrate INTO SaaS and everybody wins Simple as that $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have https://t.co/bYcIzvfTQ3 $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing"  
[X Link](https://x.com/QualityInvest5/status/2019488689949159542)  2026-02-05T19:09Z 23.7K followers, 10.4K engagements


"Satya arguably the most underrated CEO in the world Not only did he pivot the business for the cloud but look at his resume for acquisitions $MSFT 5) Satyda Nadella $MSFT Microsoft stock was flat for [--] years then came Satya: Pivoting the business for the cloud and leading SEVERAL high profile acquisitions such as LinkedIn & Activision Blizzard Shareholders have experienced a 1200% during his tenure https://t.co/SMWrJFrKG9 5) Satyda Nadella $MSFT Microsoft stock was flat for [--] years then came Satya: Pivoting the business for the cloud and leading SEVERAL high profile acquisitions such as"  
[X Link](https://x.com/QualityInvest5/status/2019505135072997387)  2026-02-05T20:15Z 23.7K followers, 13K engagements


"@SiddhantBaner10 $PYPL selloff is VERY rational it's a declining business now it should be valued like one"  
[X Link](https://x.com/QualityInvest5/status/2019505575944495587)  2026-02-05T20:17Z 23.7K followers, [---] engagements


"Cmd + R has never been pressed so many times $AMZN"  
[X Link](https://x.com/QualityInvest5/status/2019519417206391245)  2026-02-05T21:12Z 23.8K followers, [----] engagements


"BLOWOUT EARNINGS FROM ROBLOX DAUs: [---] million (+69% YoY) Hours Engaged: [--] billion (+88% YoY) Bookings: $2.2 billion (+63% YoY) Revenue: $1.4 billion (+43% YoY) Free Cash Flow: $307 million (+155% YoY) $RBLX +22% AH 🤯"  
[X Link](https://x.com/QualityInvest5/status/2019520612775956616)  2026-02-05T21:16Z 23.9K followers, [----] engagements


""Introduced Graviton5 . Used by over 90% of the top [----] AWS customers" And it's "up to 40% more price-performant than leading x86 processors" such as Nvidia's chips $AMZN $NVDA"  
[X Link](https://x.com/QualityInvest5/status/2019522929659129884)  2026-02-05T21:26Z 23.7K followers, [----] engagements


"@TheDividendDog Croissants from paris 🫡"  
[X Link](https://x.com/QualityInvest5/status/2019596978330767467)  2026-02-06T02:20Z 23.7K followers, [---] engagements


"@NewcomerInvest Bruce flatts a G"  
[X Link](https://x.com/QualityInvest5/status/2019600744354328579)  2026-02-06T02:35Z 24K followers, [--] engagements


"@CapexAndChill One shot claude coded amzn fulffilment"  
[X Link](https://x.com/QualityInvest5/status/2019621350294671632)  2026-02-06T03:57Z 23.8K followers, [---] engagements


"@MartimP815 $UBER is preferred im also debating a $NOW starter position"  
[X Link](https://x.com/QualityInvest5/status/2019810637615108160)  2026-02-06T16:29Z 23.8K followers, [---] engagements


"New CFO $UBER @_balaji_km on MAPC trends: "Still as you look at that MAPC number at over [---] million monthly actives our annual active base is over [---] million and we are continuing to improve our penetration of that that base" This combined with what they shared in their [----] investor update showcases the incredible runway ahead of us 👇 https://twitter.com/i/web/status/2019812303076835715 https://twitter.com/i/web/status/2019812303076835715"  
[X Link](https://x.com/QualityInvest5/status/2019812303076835715)  2026-02-06T16:35Z 23.9K followers, [----] engagements

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