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

Aria Radnia posts on X about $adbe, business, $zeta, $googl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +27%
- X Months XXXXXXXXXX +88%
- X Year XXXXXXXXXX +338%

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

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +6%
- X Year XXXXX -XX%

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

- X Week XXXXXX +2.20%
- X Month XXXXXX +48%
- X Months XXXXXX +104%
- X Year XXXXXX +336%

### CreatorRank: XXXXXXX [#](/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)  #2935 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4114 [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXX% [exchanges](/list/exchanges)  XXX% [countries](/list/countries)  XXX% [travel destinations](/list/travel-destinations)  XXX%

**Social topic influence**
[$adbe](/topic/$adbe) #10, [business](/topic/business) 5.62%, [$zeta](/topic/$zeta) #15, [$googl](/topic/$googl) #1147, [$nflx](/topic/$nflx) #19, [$uber](/topic/$uber) #159, [$wbd](/topic/$wbd) #15, [stocks](/topic/stocks) 2.81%, [$amzn](/topic/$amzn) #199, [$asml](/topic/$asml) #16

**Top accounts mentioned or mentioned by**
[@wealthmatica](/creator/undefined) [@marketbeating20](/creator/undefined) [@theronnievshow](/creator/undefined) [@dividenddynasty](/creator/undefined) [@bjmtweets](/creator/undefined) [@dissectmarkets](/creator/undefined) [@andersreiche](/creator/undefined) [@xinvestingdiary](/creator/undefined) [@saynototrading](/creator/undefined) [@investor_jelle](/creator/undefined) [@number1invest](/creator/undefined) [@holysmokas](/creator/undefined) [@equitybrian](/creator/undefined) [@steelmindcap](/creator/undefined) [@signastrategies](/creator/undefined) [@meeijer](/creator/undefined) [@samsolid57](/creator/undefined) [@thefinpitch](/creator/undefined) [@william_r2rclub](/creator/undefined) [@thestockbro](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [ZetaChain (ZETA)](/topic/$zeta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cream (CRM)](/topic/$crm) [Metadium (META)](/topic/$meta) [Airbnb Inc (ABNB)](/topic/$abnb) [Booking Holdings Inc (BKNG)](/topic/$bkng) [General Electric Company (GE)](/topic/$ge) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Microsoft Corp. (MSFT)](/topic/$msft) [Moody's Corporation (MCO)](/topic/$mco) [Apple, Inc. (AAPL)](/topic/$aapl) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Trade Desk, Inc. (TTD)](/topic/$ttd) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Fiserv, Inc. (FI)](/topic/$fi) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Wise (WISE)](/topic/$wise) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [UiPath, Inc. (PATH)](/topic/$path) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Ferro (FER)](/topic/$fer) [Morningstar, Inc. (MORN)](/topic/$morn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [KLA Corp (KLAC)](/topic/kla-corp) [Synopsys, Inc. (SNPS)](/topic/$snps) [Canadian Pacific Railway (CP)](/topic/$cp) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Salesforce Inc (CRM)](/topic/salesforce) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice)
### Top Social Posts
Top posts by engagements in the last XX hours

"Really starting to look into $ZETA again So cheap and so much growth margins ramping Fundamentally the business is fantastic 👌"  
[X Link](https://x.com/QualityInvest5/status/1995230091824312475)  2025-11-30T20:34Z 19.6K followers, 516.9K engagements


"$TTD is currently trading at its cheapest valuation in more than X years. It's also putting up its slowest revenue growth of roughly XX% 🤔 Any interest"  
[X Link](https://x.com/QualityInvest5/status/1995447790978146475)  2025-12-01T11:00Z 19.6K followers, 7413 engagements


"10 days away until I can LOAD UP on $ADBE at $XXX after it drops irrationally on blowout earnings 👌"  
[X Link](https://x.com/QualityInvest5/status/1995580328124317831)  2025-12-01T19:46Z 19.6K followers, 3873 engagements


"Berkshire's cash pile has NEVER been bigger Both in dollar terms and as a % of total assets 👇 $BRK $BRK.B"  
[X Link](https://x.com/QualityInvest5/status/1995680468025704670)  2025-12-02T02:24Z 19.6K followers, 4451 engagements


"If $NFLX x $WBD doesnt go through. This might be worst than the $ADBE x $FIG break up with that monster $6B break up fee If it does go through the sky is the limit with just how much opportunity there is with the new IP for more content and cross-selling ability"  
[X Link](https://x.com/QualityInvest5/status/1997054566353793254)  2025-12-05T21:24Z 19.6K followers, 7489 engagements


"Average $ADBE shareholder"  
[X Link](https://x.com/QualityInvest5/status/1996344728787554319)  2025-12-03T22:24Z 19.6K followers, 7779 engagements


"Netflix placed the highest bid for Warner Brothers They offered $XX per share or roughly $70B Only X short months ago this company's valuation started with a X . $WBD $NFLX"  
[X Link](https://x.com/QualityInvest5/status/1996817696873500692)  2025-12-05T05:43Z 19.6K followers, 93.2K engagements


"$ADBE moved up X% and ALL weekend long im seeing a bunch of positive tweets and videos suddenly Do I even have to say it at this point"  
[X Link](https://x.com/QualityInvest5/status/1997682679307751445)  2025-12-07T15:00Z 19.6K followers, 18.9K engagements


"Crazier stat: AWS is only XX% of Amazon revenues but XX% of operating profit And as recent as 2022 accounted for XXX% of profits (because E-com was losing money) $AMZN"  
[X Link](https://x.com/QualityInvest5/status/1997795662407303570)  2025-12-07T22:29Z 19.6K followers, 16.6K engagements


"When you start using ServiceNow you don't stop $NOW has a XX% renewal rate 😳"  
[X Link](https://x.com/QualityInvest5/status/1998167208216973607)  2025-12-08T23:06Z 19.6K followers, 11.8K engagements


"$ADBE is a dead company that happens to be doing $23B of revenue per year growing XX% YoY Dare I say it this is $GOOGL 2.0"  
[X Link](https://x.com/QualityInvest5/status/1979254666664751387)  2025-10-17T18:34Z 19.6K followers, 153.2K engagements


"I wanna see something In your opinion which of these X stocks outperforms the rest over the next year $PYPL $ADBE $CRM $FI"  
[X Link](https://x.com/QualityInvest5/status/1981153261458690454)  2025-10-23T00:18Z 19.6K followers, 16.7K engagements


"Does anybody know why Figma's gross margins FELL off a cliff last quarter Worrying 🧐 $FIG"  
[X Link](https://x.com/QualityInvest5/status/1989796666485125619)  2025-11-15T20:44Z 19.6K followers, 19.2K engagements


"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"  
[X Link](https://x.com/QualityInvest5/status/1992635938267357332)  2025-11-23T16:46Z 19.6K followers, 690.7K engagements


"@bdinvestingg $ADBE has held on to margins with their declining rev growth and the valuation has adjusted accordingly from 50x to 15x $LULU margins on the other hand and not to mention theyre barely growing a few % right $ADBE is doing 10%+ rev growth for breakfast"  
[X Link](https://x.com/QualityInvest5/status/1997775068219285863)  2025-12-07T21:07Z 19.6K followers, XXX engagements


"Chris Hohn bought $GE around the $XX mark and sold a good bit of $MSFT to do so I thought it was a idiotic move at the time selling such a high quality business to speculate on a spinoff My god was I mistaken $GE is a 3x in XX months but I cant understand how he knew 😳"  
[X Link](https://x.com/QualityInvest5/status/1842797284519760311)  2024-10-06T05:21Z 19.6K followers, 1611 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 19.6K followers, 8143 engagements


"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1931410225342374150)  2025-06-07T17:57Z 19.6K followers, 58.3K engagements


"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1951364578694095038)  2025-08-01T19:29Z 19.6K followers, 78K engagements


"Just discovered a LITERAL toll booth business. - X% Revenue CAGR - XX% Gross Profit Margin - Riddled with debt at 5x debt/EBITDA Interesting stuff 👀 $FER"  
[X Link](https://x.com/QualityInvest5/status/1954589885047681526)  2025-08-10T17:05Z 19.6K followers, 4495 engagements


"My favourite non-US stock is $ASML because of its monopoly-like moat great margins and excellent secular growth 👌 Whats your favourite non-US stock and why"  
[X Link](https://x.com/QualityInvest5/status/1964713702973968729)  2025-09-07T15:33Z 19.6K followers, 25.6K engagements


"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"  
[X Link](https://x.com/QualityInvest5/status/1968027786372845905)  2025-09-16T19:02Z 19.6K followers, 1422 engagements


"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation ✈"  
[X Link](https://x.com/QualityInvest5/status/1968027790609093058)  2025-09-16T19:02Z 19.6K followers, 1374 engagements


"All of the financial services stocks are down today S&P Global $SPGI -XXX% Moody's $MCO -XXX% Morningstar $MORN -XXX% MSCI $MSCI -XXX% Why 🤔"  
[X Link](https://x.com/QualityInvest5/status/1968756271189741957)  2025-09-18T19:17Z 19.6K followers, 50.7K engagements


"@dming $SAF.PA Safran lots of talk in our discord"  
[X Link](https://x.com/QualityInvest5/status/1968803464445669437)  2025-09-18T22:24Z 19.6K followers, XXX engagements


"Just uploaded a video on a Chris Hohn stock which is arguably the WIDEST moat business I've ever studied - 70%+ recurring revenue - Customer lock-in cycles that span 50+ years - Tens of billions in R&D protecting a treasure trove of IP and patents Seriously ENJOY $SAF $SAP.PA"  
[X Link](https://x.com/QualityInvest5/status/1968849076851462332)  2025-09-19T01:26Z 19.6K followers, 5526 engagements


"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"  
[X Link](https://x.com/QualityInvest5/status/1969450653597491668)  2025-09-20T17:16Z 19.6K followers, 37.7K engagements


"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down 🤷♂ $WISE.L"  
[X Link](https://x.com/QualityInvest5/status/1973086883593781376)  2025-09-30T18:05Z 19.6K followers, 4306 engagements


"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"  
[X Link](https://x.com/QualityInvest5/status/1973764918693281842)  2025-10-02T15:00Z 19.6K followers, 39.8K engagements


"Intercontinental Exchange $ICE which owns the NYSE is one of the most overlooked names in the 'wide moat quality' camp - 22x fwd PE - XXX% gross margins XX% operating margins - Will likely deliver a comfortable low teens EPS CAGR moving forward I think the stock can do well from here"  
[X Link](https://x.com/QualityInvest5/status/1976076359035187577)  2025-10-09T00:04Z 19.6K followers, 17.2K engagements


"Up XX% since that last tweet . now trades 17x EV/EBIT $LVMH $LVMUY $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1978486661152407670)  2025-10-15T15:42Z 19.6K followers, 3544 engagements


"I actually really like $TCOM as well nearly XX% of the Chinese population DOESN'T EVEN HAVE A PASSPORT Imagine the secular growth available as the Chinese middle class grows and begins to want to travel (domestically and internationally) They have excellent long-term positioning. I suspect the mid-teens revenue growth can be sustained for a VERY long time as well"  
[X Link](https://x.com/QualityInvest5/status/1980126298082025851)  2025-10-20T04:17Z 19.6K followers, 7292 engagements


"$CSU.TO might be one of the clearest buys in the market right now - 25x P/FCF - 20%+ FCF/share growth - Wide moat both in the portfolio companies with high switching costs + pricing power and as an acquirer given their reputation and lengthy history of M&A Hard to find a cleaner compounder than this one 🤔"  
[X Link](https://x.com/QualityInvest5/status/1983367919238070430)  2025-10-29T02:58Z 19.6K followers, 18.1K engagements


"WTF $CROX actually trades at an XX% FCF yield. insane 😳"  
[X Link](https://x.com/QualityInvest5/status/1988285644150632948)  2025-11-11T16:40Z 19.5K followers, 47.5K engagements


"Serious question: why is $CSU down"  
[X Link](https://x.com/QualityInvest5/status/1988311487350489318)  2025-11-11T18:22Z 19.6K followers, 10K engagements


"After a nearly 20-year unbroken streak of NEVER having a XX% or more drawdown $CSU has fallen nearly XX% in just a few short months marking its biggest drop IN HISTORY Wow"  
[X Link](https://x.com/QualityInvest5/status/1988356452579197264)  2025-11-11T21:21Z 19.6K followers, 10.7K engagements


"Slowly growing interested in $ZETA - 3.6x P/S - XX% revenue growth - expanding moat from counter-positioning against legacy players and the chart below does help"  
[X Link](https://x.com/QualityInvest5/status/1988829404152127874)  2025-11-13T04:40Z 19.6K followers, 7596 engagements


"In case you were curious why $FIG gross margins fell off a cliff Manu just wrote a fantastic thread about it below 👇"  
[X Link](https://x.com/QualityInvest5/status/1990132200323404220)  2025-11-16T18:57Z 19.6K followers, 7860 engagements


"Growing EPS 15%+ btw what a joke 😂😂🤣 $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1990860292545196096)  2025-11-18T19:10Z 19.6K followers, 43.7K engagements


"@ClariFinance Yes the quality stocks are all good value $V $MA $SPGI $MSCI i suspect if we do actually get a bear market theyll go lowerr tho"  
[X Link](https://x.com/QualityInvest5/status/1990881651430187429)  2025-11-18T20:35Z 19.6K followers, XXX engagements


"Sweetgreen's stock has declined a WHOPPING -XX% in the past year I wonder why 🤔 $SG"  
[X Link](https://x.com/QualityInvest5/status/1991212106612433385)  2025-11-19T18:28Z 19.6K followers, 3927 engagements


"I continue to ask why buy Airbnb when you can just buy Booking(.)com at a cheaper valuation with more growth and better margins $ABNB $BKNG"  
[X Link](https://x.com/QualityInvest5/status/1991871324659302830)  2025-11-21T14:08Z 19.6K followers, 9375 engagements


"I really want to know now 😁 Cheeky $CRM or maybe even $ABNB in there somewhere"  
[X Link](https://x.com/QualityInvest5/status/1992656308743372845)  2025-11-23T18:07Z 19.6K followers, 14.3K engagements


"New video breaking down last weeks AI-driven $BKNG selloff and why it made ZERO sense Topics covered: Flights risk is irrelevant Their fragmented supply base is a natural defense Google has zero incentive to undermine a top ad customer that spends $5B+ annually Full breakdown (link in bio)"  
[X Link](https://x.com/QualityInvest5/status/1992672984356774170)  2025-11-23T19:13Z 19.6K followers, 5880 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 19.6K followers, 127.6K engagements


"$WISE breaks its users into two groups: 10M Personal accounts 500K Business accounts But heres the interesting part even though there's 20x more personal users. Each business user is SIGNIFICANTLY more valuable 👇"  
[X Link](https://x.com/QualityInvest5/status/1993364502524436586)  2025-11-25T17:01Z 19.5K followers, 1890 engagements


"Do you think anyone can reliably predict 10x stocks"  
[X Link](https://x.com/QualityInvest5/status/1993574775978160320)  2025-11-26T06:57Z 19.5K followers, 24.8K engagements


"Airbnb's sliding towards its cheapest valuation since becoming profitable Any interest $ABNB"  
[X Link](https://x.com/QualityInvest5/status/1993740678895894866)  2025-11-26T17:56Z 19.6K followers, 4389 engagements


"New video out now I sold more $GOOGL last week and I'm considering buying a few different stocks $UBER at 25x earnings $ADBE at 18x FCF $META around 20x earnings Enjoy"  
[X Link](https://x.com/QualityInvest5/status/1994108788019003450)  2025-11-27T18:19Z 19.6K followers, 11.4K engagements


"Booking starting to look pretty attractive here IMO 19x EV/EBIT 15%+ EPS Growth Wide-moat from MASSIVE network effects scale and an international brand What do you think $BKNG"  
[X Link](https://x.com/QualityInvest5/status/1994112268078882860)  2025-11-27T18:33Z 19.6K followers, 10.9K engagements


"Thanks Google $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1994198956864094491)  2025-11-28T00:17Z 19.6K followers, 39.3K engagements


"GOLD 😂😂😂 $META"  
[X Link](https://x.com/QualityInvest5/status/1994456613336285490)  2025-11-28T17:21Z 19.6K followers, 6114 engagements


"Monday(.)com below the IPO price again Flat since Feb 2022 Trades at 5x EV/Sales $MNDY 😬"  
[X Link](https://x.com/QualityInvest5/status/1994475571615596801)  2025-11-28T18:36Z 19.6K followers, 8383 engagements


"Current state of $MNDY: 1) Turning the corner on profitability 2) Revenue growing XX% but management guided for XX% next year 3) XX% of ARR comes from customers with 10+ users 4) Net dollar retention on 10+ user customers is XXX% Trading at just 5x EV/Sales. how does this not work from here Serously"  
[X Link](https://x.com/QualityInvest5/status/1994477307520848189)  2025-11-28T18:43Z 19.6K followers, 10.1K engagements


"The unsung here of EVERY single one of these network effect platform businesses like $UBER $DASH and even $AMZN Advertising  For $CART it's no different XX% advertising CAGR since 2020 nearly doubling the core business's growth"  
[X Link](https://x.com/QualityInvest5/status/1994478687324954917)  2025-11-28T18:49Z 19.6K followers, 2618 engagements


"Kraken Robotic's services business accounts for only XX% of revenues and all of the EBIT 👀 $KRKNF $PNG.V"  
[X Link](https://x.com/QualityInvest5/status/1994847967724147047)  2025-11-29T19:16Z 19.6K followers, 6468 engagements


"Costco's membership growth is truly spectacular to see $COST"  
[X Link](https://x.com/QualityInvest5/status/1994991115691299178)  2025-11-30T04:45Z 19.6K followers, 6526 engagements


"Half a BILLION nights were booked on Airbnb's platform over the past year I was X of those ✋ $ABNB"  
[X Link](https://x.com/QualityInvest5/status/1995166683749663103)  2025-11-30T16:23Z 19.6K followers, 8343 engagements


"@wealthmatica theres two of u now @TheRonnieVShow big bull also"  
[X Link](https://x.com/QualityInvest5/status/1995235083595468817)  2025-11-30T20:54Z 19.6K followers, 2517 engagements


"So many AWS outages recently whats going on $AMZN"  
[X Link](https://x.com/QualityInvest5/status/1995322619147460797)  2025-12-01T02:42Z 19.6K followers, 12K engagements


"Random people cranking AI slop videos on instagram is going to disrupt this Be serious. $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1995462892284416269)  2025-12-01T12:00Z 19.6K followers, 22.1K engagements


"FINAL HOURS. FISCAL'S XX% BLACK FRIDAY SALE ENDS TODAY"  
[X Link](https://x.com/QualityInvest5/status/1995496901375049765)  2025-12-01T14:15Z 19.6K followers, 14.7K engagements


"What he said 👇 $GOOGL $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1995589456762421394)  2025-12-01T20:22Z 19.6K followers, 29K engagements


"Is $ASML expensive now at all time highs I don't think so I think we've just now gotten back the normal premium the business trades at 33x EV/EBIT for a high teens grower with one of the widest moats on Earth Not buying but definitely a hold for me personally"  
[X Link](https://x.com/QualityInvest5/status/1995908219336577197)  2025-12-02T17:29Z 19.6K followers, 9513 engagements


"A tiny cohort of customers probably drives MOST of $ZETA's revenue heres why 👇 They have XXX customers. XXX spend between $100K$1M XXX spend over $1M But the average customer spends $2.1M Which means the big accounts arent just big theyre MASSIVE and they completely skew the entire revenue base upwards TLDR: A small cohort of customers likely account for an overwhelming majority of revenues"  
[X Link](https://x.com/QualityInvest5/status/1995911077452771615)  2025-12-02T17:40Z 19.6K followers, 7798 engagements


"$GOOGL and $ADBE are building an alliance. Adobe has launched mobile apps and tools that integrate with YT to help creators The current creator tools on YouTube are a hot mess. Anyone thats ever uploaded a video and tried cutting a section out after knows this"  
[X Link](https://x.com/QualityInvest5/status/1995999488742199687)  2025-12-02T23:32Z 19.6K followers, 20.9K engagements


"Hey @michaelbatnick saw you bought Adobe but are still in the research phase May humbly recommend my two part series on the stock where I cover: 1) AI disruption threats and why it's a long term secular tailwind instead 2) Seat dilution issue ( if AI makes everyone more efficient does that = less seats = less revenue ) 3) Competition from Canva Figma etc Cheers big fan of the show 🙏"  
[X Link](https://x.com/QualityInvest5/status/1996061587191234703)  2025-12-03T03:39Z 19.6K followers, 8677 engagements


"Supposedly Waymo is the only AV company and theyre gonna disrupt $UBER somehow though"  
[X Link](https://x.com/QualityInvest5/status/1996231955751289248)  2025-12-03T14:56Z 19.6K followers, 9689 engagements


"If you bought Autodesk X years ago you would be down on your investment while revenues have nearly doubled The lesson Valuation. Matters. $ADSK"  
[X Link](https://x.com/QualityInvest5/status/1996242673003360652)  2025-12-03T15:38Z 19.6K followers, 4761 engagements


"I love businesses that flex their operating leverage $DUOL"  
[X Link](https://x.com/QualityInvest5/status/1996272061375996154)  2025-12-03T17:35Z 19.6K followers, 25.7K engagements


"$BKNG is undervalued. End of story"  
[X Link](https://x.com/QualityInvest5/status/1996284096671064077)  2025-12-03T18:23Z 19.6K followers, 5261 engagements


"Been seeing a lot of Adobe videos on YT recently The creative cult is picking up steam 👀 $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1996353643659059463)  2025-12-03T22:59Z 19.6K followers, 6257 engagements


"43x multiple for declining cash flows btw This will create generational bag-holders $AAPL"  
[X Link](https://x.com/QualityInvest5/status/1996565151948894454)  2025-12-04T13:00Z 19.6K followers, 15.3K engagements


"The current state of Salesforce: They played the Agentforce conquer world card They played the 2030 guidance card no effect They played the OpenAI partnership card no effect They beat earnings and raised guidance no effect The only thing saving this stock will either be pure performance for the coming quarters or acceleration to double digits What else can they do to convince the street There is nothing left lol $CRM"  
[X Link](https://x.com/QualityInvest5/status/1996606975916838984)  2025-12-04T15:46Z 19.6K followers, 11.9K engagements


"@PriceNuclear FAKARAVEFORCE WITH FRENCH POLYNESIA CLOUD"  
[X Link](https://x.com/QualityInvest5/status/1996965257219129426)  2025-12-05T15:29Z 19.6K followers, XXX engagements


"Should we be valuing Netflix on FCF Cuz they amortize the content right So theyll always have higher net margins than FCF margins right $NFLX"  
[X Link](https://x.com/QualityInvest5/status/1997040923352748105)  2025-12-05T20:30Z 19.6K followers, 9646 engagements


"CC @EndicottInvests @wealthmatica @TheRonnieVShow Im officially part of Zeta gang 😂"  
[X Link](https://x.com/QualityInvest5/status/1997047695865712922)  2025-12-05T20:57Z 19.6K followers, 1977 engagements


"@r_goln broker community"  
[X Link](https://x.com/QualityInvest5/status/1997103736972337538)  2025-12-06T00:40Z 19.6K followers, XXX engagements


"10 AM EST TOMORROW THE LECTURE IS ON 📝📝 $ZETA"  
[X Link](https://x.com/QualityInvest5/status/1997104876946379001)  2025-12-06T00:44Z 19.6K followers, 5569 engagements


"$ZETA vod We covered A LOT of ground"  
[X Link](https://x.com/QualityInvest5/status/1997349012643409961)  2025-12-06T16:54Z 19.6K followers, 2838 engagements


"SBC down profits up is this the beginning of a profitable future for UiPath $PATH"  
[X Link](https://x.com/QualityInvest5/status/1997691299198312765)  2025-12-07T15:34Z 19.6K followers, 3498 engagements


"Airbnb trading at its lowest valuation since going public XX% rev growth X% TTM buyback yield Wide-moat from MASSIVE network effects global scale and a trusted brand Any interest for the accommodations giant $ABNB"  
[X Link](https://x.com/QualityInvest5/status/1992980813437366372)  2025-11-24T15:37Z 19.6K followers, 55.3K engagements


"Similar to $ASML's business which couples expensive mission-critical hardware with long term service contracts . $GE does the exact same thing Services revenue has grown at a XX% CAGR since the spin off"  
[X Link](https://x.com/QualityInvest5/status/1994427746198380750)  2025-11-28T15:26Z 19.6K followers, 6894 engagements


"ServiceNow has been dead money for X years Valuation has dropped from 18x sales to just 10x well below its 5Y average Is $NOW finally starting to get interesting again"  
[X Link](https://x.com/QualityInvest5/status/1994444613889745071)  2025-11-28T16:33Z 19.6K followers, 10.3K engagements


"$ASML ALL TIME HIGH"  
[X Link](https://x.com/QualityInvest5/status/1995898737604862226)  2025-12-02T16:51Z 19.6K followers, 5883 engagements


"These two will be big winners over the next 4-6 quarters $CRM $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1996384224220438926)  2025-12-04T01:01Z 19.6K followers, 20K engagements


"They're addressing it. $ZETA"  
[X Link](https://x.com/QualityInvest5/status/1996990939634532639)  2025-12-05T17:11Z 19.6K followers, 12.6K engagements


"It's only a matter of time. $ZETA"  
[X Link](https://x.com/QualityInvest5/status/1997336506898268459)  2025-12-06T16:05Z 19.6K followers, 12.1K engagements


"Current research list $ZETA $CSU $GE $BKNG (not gonna buy but just want to learn)"  
[X Link](https://x.com/QualityInvest5/status/1997375863168311406)  2025-12-06T18:41Z 19.6K followers, 8210 engagements


"I think my plan with the cash is to buy $ADBE after earnings if it drops. If it doesn't I'll just plow it all into $UBER even though I'd be averaging up. a lot"  
[X Link](https://x.com/QualityInvest5/status/1998050445114093719)  2025-12-08T15:22Z 19.6K followers, 15.2K engagements


"I have a very simply question: Paramount has 15B of debt with and 0.3B of TTM FCF. How do they plan on coming up with roughly $90B $WBD $PSKY $NFLX"  
[X Link](https://x.com/QualityInvest5/status/1998066378167955963)  2025-12-08T16:25Z 19.6K followers, 48.3K engagements


"@FelixKern2 who would ever lend 90B to a company cash flowing 0.3B The company theyre buying already has 30B of debt and cash flows X This is a joke at the current price $PSKY cant afford this AT ALL and it would likely lead to layoffs"  
[X Link](https://x.com/QualityInvest5/status/1998067128604234178)  2025-12-08T16:28Z 19.6K followers, 3006 engagements


"Wealth 🤝 Health"  
[X Link](https://x.com/QualityInvest5/status/1998207177329393745)  2025-12-09T01:44Z 19.6K followers, 9200 engagements


"@XInvestingDiary Warner bros + HBO have amazing assets. Homerun acquisition if it actually goes through"  
[X Link](https://x.com/QualityInvest5/status/1998416646051180682)  2025-12-09T15:37Z 19.6K followers, XX engagements


"An underrated angle of the $NFLX x $WBD deal: Gaming Netflix has been dancing around it for years now theyd instantly gain access to major franchises like Mortal Kombat and Injustice But also with Netflixs resources behind it this segment could finally get the supercharge development it needs with new and combined IP to make more interesting games in the future"  
[X Link](https://x.com/QualityInvest5/status/1998421608294129931)  2025-12-09T15:56Z 19.6K followers, 2649 engagements


"@macaronicapital uber has a 200b market cap 🤨"  
[X Link](https://x.com/QualityInvest5/status/1998493125296222245)  2025-12-09T20:41Z 19.6K followers, XXX engagements


"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"  
[X Link](https://x.com/QualityInvest5/status/1974174649887174709)  2025-10-03T18:08Z 19.6K followers, 5595 engagements


"FCFA2S +46% $CSU.TO"  
[X Link](https://x.com/QualityInvest5/status/1986936862380802523)  2025-11-07T23:20Z 19.6K followers, 10.6K engagements


"$RELY ads plastered all over the subway in Toronto Remittance wars heating up with $WISE whos also advertising heavy here"  
[X Link](https://x.com/QualityInvest5/status/1988999513164386473)  2025-11-13T15:56Z 19.6K followers, 2316 engagements


"You do know what happens next right $RELY 📈"  
[X Link](https://x.com/QualityInvest5/status/1990823200419180815)  2025-11-18T16:43Z 19.6K followers, 3784 engagements


"The fall of Trade Desk never ceases to amaze me This was a market darling trading at XX sales and now its down XX% in a year Wild how fast sentiment flips $TTD"  
[X Link](https://x.com/QualityInvest5/status/1994114057389944936)  2025-11-27T18:40Z 19.6K followers, 7100 engagements


"Biggest longer term threat to Amazon e-commerce isnt Temu or Walmart or any other retailer Its UBER And I say this as an Amazon hyper-bull. Getting things delivered in an hour vs next day for a few dollars more than what it costs in store / on Amazon Over time this will be a big business for Uber as more consumers realize this is an option $PDD $WMT $AMZN $UBER"  
[X Link](https://x.com/QualityInvest5/status/1994480173790486838)  2025-11-28T18:55Z 19.6K followers, 19.8K engagements


"Diamond Hill Capital Management initiated a position in $ADBE last quarter They have $32B in AUM Below is their commentary on the business 👇"  
[X Link](https://x.com/QualityInvest5/status/1994489517605359866)  2025-11-28T19:32Z 19.6K followers, 12.8K engagements


"You don't love to see it 😬 $PATH"  
[X Link](https://x.com/QualityInvest5/status/1995165718023930063)  2025-11-30T16:19Z 19.6K followers, 29.9K engagements


"Tesla hasn't grown revenues for two years straight $TSLA"  
[X Link](https://x.com/QualityInvest5/status/1995330624953983150)  2025-12-01T03:14Z 19.6K followers, 287.7K engagements


"This WILL be glorious 📈 $ZETA"  
[X Link](https://x.com/QualityInvest5/status/1995493085497995403)  2025-12-01T14:00Z 19.6K followers, 21.6K engagements


"@Steelmindcap REMITLY IS THE OTHER ONE WOW"  
[X Link](https://x.com/QualityInvest5/status/1996330198417936602)  2025-12-03T21:26Z 19.6K followers, XXX engagements


"Portfolio Update Dec X 2025 No changes. My plans with the cash is to deploy it in $ADBE ideally in the $XXX range if it drops after earnings hopefully 🤞 If we don't get a meaningful dip post-earnings I think I will just deploy it into $UBER because I want that position to be 20%+ in my portfolio as well Also activley researching $ZETA which I think could be an awesome spec position similar style to my X% in $TMDX. Love what I'm seeing there. X days till we find out I guess 😄"  
[X Link](https://x.com/QualityInvest5/status/1996617391007056354)  2025-12-04T16:27Z 19.6K followers, 47.4K engagements


"Whats your highest conviction idea going into 2026 Mine has to be $ADBE or $UBER"  
[X Link](https://x.com/QualityInvest5/status/1996659765993525261)  2025-12-04T19:15Z 19.6K followers, 15.1K engagements


"$ADBE +5% $CRM +4.7%"  
[X Link](https://x.com/QualityInvest5/status/1996962113944772876)  2025-12-05T15:17Z 19.6K followers, 14.6K engagements


"Bought a very small starter in $ZETA at about XXX% weight Planning on bumping it up to 2-3% or more as I research the business more"  
[X Link](https://x.com/QualityInvest5/status/1997047427216339399)  2025-12-05T20:56Z 19.6K followers, 8840 engagements


"What has a better moat $UBER or $NFLX"  
[X Link](https://x.com/QualityInvest5/status/1997691980017705046)  2025-12-07T15:37Z 19.6K followers, 6315 engagements


"wtf is this chart 😂"  
[X Link](https://x.com/QualityInvest5/status/1997733266926018613)  2025-12-07T18:21Z 19.6K followers, 24.6K engagements


"I also agree with the $1500 $ADBE PT As you can see this is a TEXTBOOK jurassic wedge pattern 👇"  
[X Link](https://x.com/QualityInvest5/status/1997736002799165710)  2025-12-07T18:32Z 19.6K followers, 27.7K engagements


"Netflix Warner bros transaction summary - expects to close in 12-18 - expects to realize 2.5B in cost synergies - purchase using mixture of cash and equity - Expecting transaction to accretive to GAAP EPS by second year 👀 Home-run acquisition if it goes through $NFLX $WBD"  
[X Link](https://x.com/QualityInvest5/status/1997766233433763953)  2025-12-07T20:32Z 19.6K followers, 12.8K engagements


"@SignaStrategies adobe can also be a multi bagger in the same time frame"  
[X Link](https://x.com/QualityInvest5/status/1998059199125766305)  2025-12-08T15:56Z 19.6K followers, XXX engagements


"There's nothing I would want more than a SpaceX IPO so the 800B valuation gets COMPLETELY decimated Then all of a sudden people will wonder why their precious Google PE starts with a X $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1998068313377624518)  2025-12-08T16:33Z 19.6K followers, 37.2K engagements


"According to my calculations $ADBE is a buy this IS financial advice"  
[X Link](https://x.com/QualityInvest5/status/1998075501781615095)  2025-12-08T17:01Z 19.6K followers, 35K engagements


"@Investrista if these investment gains get wiped out valuation goes down they have to register a mark to market loss of XX 20B or more your net income goes down by that much (or more) its easily a 40-50 PE depending on where the stock is"  
[X Link](https://x.com/QualityInvest5/status/1998125405602255006)  2025-12-08T20:19Z 19.6K followers, 1040 engagements


"New video on $NFLX $WBD $PSKY situation Title should clue you in on my stance on this all lol Link in bio"  
[X Link](https://x.com/QualityInvest5/status/1998169948699664394)  2025-12-08T23:16Z 19.6K followers, 7602 engagements


"@Marketbeating20 i just recording an exclusive for it. I wanna get really polished on the moat before i make a $zeta public video"  
[X Link](https://x.com/QualityInvest5/status/1998181971219087822)  2025-12-09T00:04Z 19.6K followers, XXX engagements


"P/E ratio on depressed earnings is completely irrelevent Especially for cyclical companies or those undergoing a turnaround $NKE $EL $SBUX $LVMH $LULU come to mind"  
[X Link](https://x.com/QualityInvest5/status/1998420377123647653)  2025-12-09T15:52Z 19.6K followers, 8366 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 19.6K followers, 2623 engagements


"Netflix down X% on news that " Warner Bros Discovery $WBD opens new tab has received a second round of bids including a mostly cash offer from Netflix $NFLX " Source: Reuters"  
[X Link](https://x.com/QualityInvest5/status/1996239483042156588)  2025-12-03T15:25Z 19.6K followers, 15.3K engagements


"These two videos will be career and reputation defining for me🙏 $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1997052047791706224)  2025-12-05T21:14Z 19.6K followers, 14.6K engagements


"Funny if I was researching $ASML for the first time today Aster a few hours Id probably conclude this is too complicated/too much work and likely outside my circle of competence anyways Maybe my old naivety wasnt so bad after all. Invest then investigate (to an extent)"  
[X Link](https://x.com/QualityInvest5/status/1998606347408216180)  2025-12-10T04:11Z 19.6K followers, 4135 engagements


"KEY IPOs TO WATCH (smallest to biggest) Discord: Exploring IPO in late 2025 or early 2026 15B valuation Anduril: Expects to IPO in the next few years Latest valuation $30.5B Canva: Targeting IPO in 20262027 $42B valuation Revolut: Expected to IPO in 2026 75B+ valuation in a secondary Stripe: No IPO plans announced yet (expects in the next few years but theyve been saying this for a while) Latest tender $106.7B Databricks: IPO-ready targeting late 2025/early 2026 $134B potential SpaceX: IPO planned for Mid-late 2026 Target $1.5T+ WOULD BE THE LARGEST IPO OF ALL TIME"  
[X Link](https://x.com/QualityInvest5/status/1998612835069317232)  2025-12-10T04:36Z 19.6K followers, 3595 engagements