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# ![@SharestepAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1644723139052556289.png) @SharestepAI Sharestep

Sharestep posts on X about stocks, ai, pe ratio, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1644723139052556289/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1644723139052556289/c:line/m:interactions.svg)

- [--] Week [-------] +927%

### Mentions: [--] [#](/creator/twitter::1644723139052556289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1644723139052556289/c:line/m:posts_active.svg)

- [--] Week [--] +150%

### Followers: [---] [#](/creator/twitter::1644723139052556289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1644723139052556289/c:line/m:followers.svg)

- [--] Week [---] +48%
- [--] Year [---] +44%

### CreatorRank: [-------] [#](/creator/twitter::1644723139052556289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1644723139052556289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  46.53% [stocks](/list/stocks)  32.67% [technology brands](/list/technology-brands)  24.75% [cryptocurrencies](/list/cryptocurrencies)  8.91% [countries](/list/countries)  2.97% [automotive brands](/list/automotive-brands)  0.99% [exchanges](/list/exchanges)  0.99%

**Social topic influence**
[stocks](/topic/stocks) #4662, [ai](/topic/ai) 19.8%, [pe ratio](/topic/pe-ratio) 9.9%, [$googl](/topic/$googl) 5.94%, [crypto](/topic/crypto) 5.94%, [$amzn](/topic/$amzn) 4.95%, [level](/topic/level) 3.96%, [if you](/topic/if-you) 2.97%, [anthropic](/topic/anthropic) 2.97%, [business](/topic/business) 2.97%

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@investingcom](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@jessecoheninv](/creator/undefined) [@thelonginvest](/creator/undefined) [@henrikzeberg](/creator/undefined) [@firstadopter](/creator/undefined) [@liebermanaustin](/creator/undefined) [@alex70848763197](/creator/undefined) [@grindeoptions](/creator/undefined) [@buccocapital](/creator/undefined) [@jameslavish](/creator/undefined) [@dj1p2](/creator/undefined) [@oguzerkan](/creator/undefined) [@thisblondetrade](/creator/undefined) [@peterrhague](/creator/undefined) [@saxenapuru](/creator/undefined) [@cbergfeldt](/creator/undefined) [@thezvi](/creator/undefined) [@ecommerceshares](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Strategy (MSTR)](/topic/$mstr) [Advanced Micro Devices (AMD)](/topic/$amd) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Bitcoin (BTC)](/topic/bitcoin) [Validity (VAL)](/topic/$val) [Microsoft Corp. (MSFT)](/topic/microsoft) [monday.com Ltd. (MNDY)](/topic/$mndy) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [RaveDAO (RAVE)](/topic/$rave) [Tesla, Inc. (TSLA)](/topic/tesla) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [CatCoin (CAT)](/topic/$cat) [Walmart, Inc. (WMT)](/topic/$wmt) [3M Co (MMM)](/topic/$mmm) [First Solar, Inc. (FSLR)](/topic/$fslr) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Hive (HIVE)](/topic/$hive) [Sphere 3D Corp. (ANY)](/topic/sphere3d) [Anyswap (ANY)](/topic/$any) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [MercadoLibre Inc (MELI)](/topic/$meli) [eBay Inc (EBAY)](/topic/$ebay) [Klarna Group plc (KLAR)](/topic/klarna) [BILLION•DOLLAR•CAT (BDC)](/topic/$bdc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Investingcom I'll guess $MSTR. It's already in single-digit PE territory but I think it can fall harder"  
[X Link](https://x.com/SharestepAI/status/2018073586959778122)  2026-02-01T21:26Z [---] followers, [---] engagements


"@Investingcom These metals are needed for just about any industry to function. Metal prices can't be left up to wild speculation. It would quickly feed into prices. I'm not surprised in the slightest that this crazy run in metals was shortlived"  
[X Link](https://x.com/SharestepAI/status/2018262584705597773)  2026-02-02T09:57Z [---] followers, [---] engagements


"The end of software SaaS stocks are reeling. Across the board pureplay software names have been hammered by markets. "AI is replacing" narratives are doing the rounds. But many are reporting revenue growth of 20-40%. Party over or buy-the-dip"  
[X Link](https://x.com/SharestepAI/status/2018676830954295639)  2026-02-03T13:23Z [---] followers, [---] engagements


"@JesseCohenInv They were overpriced. $MNDY PE ratio 93x $WDAY 74x $NOW 70x. No big drama. Prices are too high and the market corrects. AI doesn't cancel software. AI itself is software. A few talented people will know how to extract its value and will sell that value as software"  
[X Link](https://x.com/SharestepAI/status/2019028980356256060)  2026-02-04T12:43Z [---] followers, [---] engagements


"@JesseCohenInv There are exceptions. $BJRI $DRI $RAVE all looking healthy and performing. RAVE up 33% in a year. Are higher quality restaurants with full-service gaining an edge over cheaper roadside fast-food"  
[X Link](https://x.com/SharestepAI/status/2019034836112150805)  2026-02-04T13:06Z [---] followers, [--] engagements


"@TheLongInvest The sell-off is natural. The expectation was that these companies would double and triple their earning power quickly. That expectation was unrealistic. As of last night average weighted PE ratio in tech was 49x. the correction will continue"  
[X Link](https://x.com/SharestepAI/status/2019144704617562287)  2026-02-04T20:23Z [---] followers, [----] engagements


"@Investingcom If Tesla is to be merged with SpaceX investors could be asking at what price"  
[X Link](https://x.com/SharestepAI/status/2019146027874546156)  2026-02-04T20:28Z [---] followers, [--] engagements


"@Investingcom It's expected. $AMD is trading at 93x earnings. The stock price could fall by -70% and it would still be a generous PE ratio. These stocks aren't falling because their businesses have turned sour they're falling because of unrealistic valuations"  
[X Link](https://x.com/SharestepAI/status/2019169507034722552)  2026-02-04T22:01Z [---] followers, [---] engagements


"@TheZvi Let's be real. You wouldn't trust that Anthropic guy to drive your mum to the airport. He's reminiscent of those NXIVM people. If you turn the volume down when he's talking you'll see it. The smell of grease just wafts from the screen. Anthropic gives off FTX vibes"  
[X Link](https://x.com/SharestepAI/status/2019182033981915224)  2026-02-04T22:51Z [---] followers, [---] engagements


"@TheLongInvest Seems strange. Investing shouldn't be a game of strength and resolve. It's better as a game of dissociation and aloofness. Much preferable if you just don't care. How you position that way is probably different for everyone. But it's the optimal stance to have in markets"  
[X Link](https://x.com/SharestepAI/status/2019323366390526045)  2026-02-05T08:13Z [---] followers, [---] engagements


"🚨 A Tech CapEx Melt-Up $GOOGL $META and $MSFT have guided to massive increases in capex. $AMZN is likely next. But leverage and margins differ meaningfully. Which hyperscaler is best positioned to win the war Research note below"  
[X Link](https://x.com/SharestepAI/status/2019327540670967815)  2026-02-05T08:29Z [---] followers, [---] engagements


"@ecommerceshares It all makes sense. Many of the stocks in the sell-off have been trading at PE 50-400x. Absurd valuations. Investors got carried away. They thought that a company like Palantir was worth [---] years of earnings. These stocks could drop 50% and still be valued generously"  
[X Link](https://x.com/SharestepAI/status/2019414437132902551)  2026-02-05T14:14Z [---] followers, [---] engagements


"@amitisinvesting Valuations. The reason for the sell-off is valuations are too high. People mistakenly normalised PE ratios of 50-400x. Take a quick scan across PE ratios. 45-50x is historical an insane PE ratio. If you're seeing 80x 90x 100x there's probably further to go"  
[X Link](https://x.com/SharestepAI/status/2019415334965637331)  2026-02-05T14:18Z [---] followers, [---] engagements


"@danielnewmanUV The sell-off is rational. Valuations have been absurd. PE ratios running at 50-400x. People are not grasping how farfetched these valuations are. Higher capex means fewer buybacks this will also hammer stock prices. The companies are doing fine but the stocks ran too high"  
[X Link](https://x.com/SharestepAI/status/2019422029989171404)  2026-02-05T14:45Z [---] followers, [---] engagements


"@Mr_Derivatives $GOOGL will be fine. The company is healthy and has no chinks in the armour. The stock will suffer due to higher capex and fewer buybacks but the valuation is not absurd. it doesn't have much lower it can go"  
[X Link](https://x.com/SharestepAI/status/2019422353651036376)  2026-02-05T14:46Z [---] followers, [--] engagements


"@Brian_Stoffel_ PE ratios. Keep an eye on average weighted PE ratio in tech. It's still running sky high. I think the sell-off will continue. I don't have many doubts about the best companies but the prices are all wrong"  
[X Link](https://x.com/SharestepAI/status/2019431363326464422)  2026-02-05T15:22Z [---] followers, [---] engagements


"@JerryCap I differ from this view. Anthropic has a tiny niche audience. ChatGPT is a household name. My 78yo dad uses. My brother uses it. My wife uses it. None of them code. Only Google can compete but they'll need Gemini to be just as useful to Median Joe as ChatGPT is"  
[X Link](https://x.com/SharestepAI/status/2019434372588613904)  2026-02-05T15:34Z [---] followers, [---] engagements


"@DudeWhoInvests Both will happen. $AMZN will beat earnings but the market correction will continue. This is because valuations are too high and investors who understand this are stepping outside for some fresh air. The stock market is fundamentally priced according to earning power"  
[X Link](https://x.com/SharestepAI/status/2019478338914459979)  2026-02-05T18:28Z [---] followers, [----] engagements


"@StockMarketNerd A stock's value is roughly 15-20x earnings. Scan the price ratios. If you see PE ratios of 40x 80x 120x . those names are likely to drop by 50% or more"  
[X Link](https://x.com/SharestepAI/status/2019479933777535258)  2026-02-05T18:35Z [---] followers, [--] engagements


"@JesseCohenInv This was expected. I wonder if they threw $100 billion on the number last minute for jokes. $AMZN like $GOOGL is a company with no chinks in the armour. Impossible to dislodge in today's world. But without stock buybacks we're probably settling on a new price level"  
[X Link](https://x.com/SharestepAI/status/2019526111709823467)  2026-02-05T21:38Z [---] followers, [---] engagements


"@Mr_Derivatives It's down to valuations. $AAPL and $GOOGL valuations just aren't that high and the risks are few. Most stocks getting hammered this week are at sky-high valuations. The market got carried away. Lots of good companies lots of unrealistic prices and a timely correction"  
[X Link](https://x.com/SharestepAI/status/2019528618343309759)  2026-02-05T21:48Z [---] followers, [---] engagements


"@Mr_Derivatives PE ratio still 205x. It can easily go sub-$100 and the valuation would still be very generous"  
[X Link](https://x.com/SharestepAI/status/2019538993290047659)  2026-02-05T22:29Z [---] followers, [----] engagements


"@LiebermanAustin I think the new price level for a good company is 20-25x earnings. From that based on latest earnings it's possible to estimate a price range. That's how I'm going to look at it. I think average PE will nestle into that range in the coming weeks"  
[X Link](https://x.com/SharestepAI/status/2019557528573710407)  2026-02-05T23:43Z [---] followers, [---] engagements


"@Mr_Derivatives It's the buybacks. They're replacing buybacks with capex. It's no longer a stockholder's garden. Nothing has happened to the business if anything they will only get better with larger capital commitments. But the price level is now different. I expect PE 20-25x"  
[X Link](https://x.com/SharestepAI/status/2019754952730575272)  2026-02-06T12:48Z [---] followers, [----] engagements


"@StockSavvyShay I imagine a bounce today. But the recent drawdown is structural. Not that there's anything wrong with tech companies all of a sudden but the price level has structurally changed. Predictions for $QQQ today"  
[X Link](https://x.com/SharestepAI/status/2019762556559061022)  2026-02-06T13:18Z [---] followers, [---] engagements


"@jrouldz On the way up it's a revolution. On the way down it's a conspiracy. In reality it's a PE ratio"  
[X Link](https://x.com/SharestepAI/status/2019767304389603719)  2026-02-06T13:37Z [---] followers, [--] engagements


"@GlobalMktObserv The stocks are simply overvalued. Average weighted PE ratio is still 44x. there's probably further to go. It's a question of mispricing. Nothing is fundamentally wrong with the companies"  
[X Link](https://x.com/SharestepAI/status/2019767859694498048)  2026-02-06T13:39Z [---] followers, [---] engagements


"@Alex70848763197 @Mr_Derivatives Yep I did a quick sector scan. Took the average PE ratio of all stocks in Information Technology (mcap weighted). Here (along with other sectors):"  
[X Link](https://x.com/SharestepAI/status/2019771403398996386)  2026-02-06T13:53Z [---] followers, [--] engagements


"🚨 FAST AI SCAN: Dow Hits 50k Milestone Dow surged past 50k first time ever led by healthcare & industrials (NO TECH in top 5). Rotation in play Top gainers (1w): $AMGN +13.2% $MMM +12.4% $MRK +10.7% $CAT +10.1% $WMT +9.8%. Full table #DowJones #Investing"  
[X Link](https://x.com/SharestepAI/status/2020151639148028224)  2026-02-07T15:04Z [---] followers, [---] engagements


"@Mr_Derivatives What do they have in common Metals crypto and growth stocks have turned into 'narrative markets'. A memory-less narrative surrounds them nonstop most punters chase the energy and skip the details. Interesting times"  
[X Link](https://x.com/SharestepAI/status/2020154075153625381)  2026-02-07T15:13Z [---] followers, [---] engagements


"@GrindeOptions Very possible. But I see cyclical rotation as inevitable. The U.S. is attempting an epochal restructuring of its economy into manufacturing and energy and away from 'value add'. By the end of [----] the cool thing to nerd out about will be high-tech manufacturing"  
[X Link](https://x.com/SharestepAI/status/2020161463222939759)  2026-02-07T15:43Z [---] followers, [---] engagements


"@AndreasSteno Widespread use of LLMs (more than half of working adults by some estimates) should have created immediate and exceptional GDP growth. Why didn't it That paradox doesn't have a name but someone will have to give it one"  
[X Link](https://x.com/SharestepAI/status/2020214523555193062)  2026-02-07T19:14Z [---] followers, [---] engagements


"@midascabal Agree with the assessment. Not because the business environment has changed but because the stocks are overpriced. Average trailing PE of 44x in tech is just not reasonable. Especially with buybacks losing to capex. I think IT will resettle on mean forward PE 20-25x"  
[X Link](https://x.com/SharestepAI/status/2020244528515666363)  2026-02-07T21:13Z [---] followers, [---] engagements


"@RayDalio Real talk. When the options are cooperation or death cooperation wins by Pascal's assumption"  
[X Link](https://x.com/SharestepAI/status/2020493466036510867)  2026-02-08T13:42Z [---] followers, [--] engagements


"@WealthWatcherCo Short interest up 1% across the market but specifically high in materials (gold/silver/copper) comms and tech. Short interest down in energy financials real estate industrials"  
[X Link](https://x.com/SharestepAI/status/2020501359771140404)  2026-02-08T14:13Z [---] followers, [----] engagements


"@Investingcom Mixed"  
[X Link](https://x.com/SharestepAI/status/2020592082143052125)  2026-02-08T20:14Z [---] followers, [----] engagements


"$FSLR (First Solar) $ZM (Zoom) and $SNDK (SanDisk) saw large retreats by shorts which shares short down by 14-19%. Zoom Inc. is relatively unscathed by the recent SaaS sell-off while First Solar has had lacklustre price action over several months"  
[X Link](https://x.com/SharestepAI/status/2020598750872515000)  2026-02-08T20:40Z [---] followers, [---] engagements


"@garyblack00 Agree about metals and #crypto. Especially silver and copper nothing fundamentally holding them. I think overvalued growth stocks will settle at new price levels. Anything with forward PE 35x is probably correcting further"  
[X Link](https://x.com/SharestepAI/status/2020830481902895240)  2026-02-09T12:01Z [---] followers, [---] engagements


"@samsolid57 There was never a chance in hell the U.S. president would appoint an inflation hawk. Was never going to happen. If anything I think Warsh may turn out quite a radical dove but let's see"  
[X Link](https://x.com/SharestepAI/status/2020831856560878057)  2026-02-09T12:07Z [---] followers, [--] engagements


"🚨 SHORT SELLERS & CRYPTO STOCKS Quick AI scan of short interest in crypto stocks. $ANY (Sphere 3D) $HIVE (Hive Digital) and $RIOT (Riot Blockchain) most affected with short interest up 9-90%. $MSTR and $BTFR saw retreats by shorts. Full scan below"  
[X Link](https://x.com/SharestepAI/status/2020836274756858014)  2026-02-09T12:24Z [---] followers, [---] engagements


"@PeterDiamandis @SpaceX @xai It's definitely an interesting idea. I haven't rabbit-holed the details especially certain risks. E.g. if collisions occur. meteorite impact. how to decommission. I'm sure there's good reading material on this anyone got some"  
[X Link](https://x.com/SharestepAI/status/2020866618662806014)  2026-02-09T14:25Z [---] followers, [---] engagements


"🚨 JAPAN ETFs: AI SCAN Prompt used: "Put together a list of Japan-focused ETFs with their latest price action. Include 1m/5d performance and headline metrics." $DXJS Japan Hedged SmallCap up +4.4% at latest price - up +19% MTD Opportunity #Japan #stocks Full results"  
[X Link](https://x.com/SharestepAI/status/2020880630737691083)  2026-02-09T15:21Z [---] followers, [---] engagements


"$DXJS is an outlier among Japan ETFs and has even outperformed leveraged Japan ETF $RAYJ in the month. Stats look solid: it has 3Y Sharpe of [----] and beta [----]. Expense ratio is moderate at 0.6%"  
[X Link](https://x.com/anyuser/status/2020880634688762326)  2026-02-09T15:21Z [---] followers, [--] engagements


"Full list of Japan ETFs: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/japan-etf-performance-l84trz https://www.sharestep.co/pub/japan-etf-performance-l84trz"  
[X Link](https://x.com/SharestepAI/status/2020880639164125514)  2026-02-09T15:21Z [---] followers, [--] engagements


"@GrindeOptions I certainly agree that you never know with this stock. That PE ratio though. 😅"  
[X Link](https://x.com/SharestepAI/status/2020921152474870107)  2026-02-09T18:02Z [---] followers, [--] engagements


"@TheLongInvest I think the value just now is in energy. Average forward PE or 21.2x and top performing sector over [--] month. To a lesser degree also consumer staples and materials. Utilities too but that's more of a dividend set than price performance"  
[X Link](https://x.com/SharestepAI/status/2020959314505236726)  2026-02-09T20:33Z [---] followers, [----] engagements


"@StockMarketNerd It's a great company. It's not a logistics company like $AMZN or $MELI. not really the same kind of business. $EBAY a little better as a comparison. Revenue growth is stellar. Margins are great. Debt is healthy. It's just that valuation 😅"  
[X Link](https://x.com/SharestepAI/status/2020999233105748299)  2026-02-09T23:12Z [---] followers, [---] engagements


"@HenrikZeberg You're probably right. The Klarna society"  
[X Link](https://x.com/SharestepAI/status/2021208310410522876)  2026-02-10T13:03Z [---] followers, [---] engagements


"RT @SharestepAI: 🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emer"  
[X Link](https://x.com/anyuser/status/2021595814800343315)  2026-02-11T14:42Z [---] followers, [--] engagements


"What I find most interesting about this debate is the emotional resonance the replacement of community has with some people. It's quite apparent that some people wish for the replacement of human life as we understand it with some new organism that extracts energy performs physical tasks and so on. In my view this prediction is emotionally misguided and very unlikely. But the more interesting question is why do these people wish for it Why do they wish for their fellow neighbour brother father to disappear Anyway. I'm long human https://twitter.com/i/web/status/2021718175172214906"  
[X Link](https://x.com/SharestepAI/status/2021718175172214906)  2026-02-11T22:49Z [---] followers, [--] engagements


"@firstadopter It's possible. But the search - Gemini mechanism is quite effective. It seems to me that the user logic is: (1) Google for a quick question that needs an answer (2) ChatGPT for a long discussion on something"  
[X Link](https://x.com/SharestepAI/status/2018348120367571076)  2026-02-02T15:37Z [---] followers, [----] engagements


"@firstadopter There is a mechanism by which this exact thing happens: stock buybacks. When companies by their own stock back from the market it boosts their stock price. If they stop the buybacks (using the cash elsewhere) then that support for the stock price is lost"  
[X Link](https://x.com/SharestepAI/status/2018728562333765800)  2026-02-03T16:49Z [---] followers, [----] engagements


"🚨 AI STOCKS SCAN: Next Week's Earnings Quick AI scan of next week's earnings shows interesting off-radar signals. Notable among them is $BDC (Belden Inc) which provides 'connection solutions for data infrastructure'. Last week up +18.7%. Forward PE 14.9x. Opportunity"  
[X Link](https://x.com/SharestepAI/status/2020259964305231889)  2026-02-07T22:14Z [---] followers, [---] engagements


"🚨 SHORT SELLING IN TECH Quick AI scan shows shorts are on the attack with some tech names while retreating from others. $BB (Blackberry) $TWLO (Twilio) and $ADSK (Autodesk) saw upward swings in shares short over the last month (+27-41% increase). What about retreats"  
[X Link](https://x.com/SharestepAI/status/2020598746980216910)  2026-02-08T20:40Z [---] followers, [---] engagements


"Full list of short deltas in tech: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7 https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7"  
[X Link](https://x.com/SharestepAI/status/2020598754093801587)  2026-02-08T20:40Z [---] followers, [--] engagements


"RT @HeroDividend: The Super Bowl halftime show this year should be Warren Buffett setting up a Coinbase account and daytrading crypto for 1"  
[X Link](https://x.com/SharestepAI/status/2020607155846648292)  2026-02-08T21:14Z [---] followers, [--] engagements


"@Investingcom Picks from a quick AI scan: $GILD $NGD $CVE. All releasing earnings all looking strong on momentum valuation liquidity"  
[X Link](https://x.com/SharestepAI/status/2020611594687070316)  2026-02-08T21:31Z [---] followers, [---] engagements


"@buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn round not up" A: "That's a fascinating question that I'm glad you asked. The planets 'turn' because.""  
[X Link](https://x.com/SharestepAI/status/2020617674074767789)  2026-02-08T21:56Z [---] followers, [----] engagements


"RT @SharestepAI: @buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn"  
[X Link](https://x.com/SharestepAI/status/2020766988667080802)  2026-02-09T07:49Z [---] followers, [--] engagements


"Full AI scan: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc"  
[X Link](https://x.com/SharestepAI/status/2020836278183571899)  2026-02-09T12:24Z [---] followers, [--] engagements


"RT @emollick: So far telling a satisfying and well-written medium-length story has proved far harder for LLMs than mathematical proofs m"  
[X Link](https://x.com/SharestepAI/status/2021005783287332927)  2026-02-09T23:38Z [---] followers, [--] engagements


"@HenrikZeberg Difficult to understand why. An economy trying to re-industrialise a shrinking able-minded workforce and yet cratering job openings. Odd times these"  
[X Link](https://x.com/SharestepAI/status/2021188961247404368)  2026-02-10T11:46Z [---] followers, [----] engagements


"🚨 APP VS INFRA SOFTWARE STOCKS Is divergence appearing between application and infrastructure software Although application software names show highly inflated PE ratios MCAP weighted forward PE is closer to historical levels and closer to infra. #software #stocks"  
[X Link](https://x.com/SharestepAI/status/2021218968455819278)  2026-02-10T13:45Z [---] followers, [---] engagements


"Amongst infrastructure stocks cybersecurity names were the top performers (or at least the least bad performers). Like with application software revenue growth has also been stellar for infra names"  
[X Link](https://x.com/SharestepAI/status/2021218975787458812)  2026-02-10T13:45Z [---] followers, [--] engagements


"Full breakdown of infra vs app software: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/software-sector-comparison-8od3kx https://www.sharestep.co/pub/software-sector-comparison-8od3kx"  
[X Link](https://x.com/SharestepAI/status/2021218978706624859)  2026-02-10T13:45Z [---] followers, [--] engagements


"@FIREDUpWealth I asked Sharestep your question. The answer That old chestnut $RUN. Reasoning"  
[X Link](https://x.com/SharestepAI/status/2021241449606414436)  2026-02-10T15:14Z [---] followers, [----] engagements


"@StockMarketNerd Agree. It's gotten a bit silly. But being fair some valuations have been unreasonable for a while. In all my software scans $ZM keeps showing up as an outlier I have no idea why. It didn't even get hit by the sell-off. Something going on with Zoom"  
[X Link](https://x.com/SharestepAI/status/2021243762144350713)  2026-02-10T15:24Z [---] followers, [---] engagements


"RT @StockMarketNerd: In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr"  
[X Link](https://x.com/SharestepAI/status/2021244313091428677)  2026-02-10T15:26Z [---] followers, [--] engagements


"@jameslavish I'm out of the loop. Can someone summarise in a few bullets the arguments for why bitcoin is or isn't going to zero"  
[X Link](https://x.com/SharestepAI/status/2021334519249502635)  2026-02-10T21:24Z [---] followers, [---] engagements


"@zephyr_z9 Quality will defo improve. But we notice this strange effect where video seems to become less and less like the real world. Recently when watch some old 1990s movie and I'm surprised by how organic and human everything looks"  
[X Link](https://x.com/SharestepAI/status/2021338347332043071)  2026-02-10T21:39Z [---] followers, [---] engagements


"@alexandrosM Totally. Paradoxically in my experience the worst technical task for an LLM is prompt engineering. They really suck at it"  
[X Link](https://x.com/SharestepAI/status/2021339425045930330)  2026-02-10T21:44Z [---] followers, [--] engagements


"@DJ1P2 @jameslavish You could be right about that. I know someone who bought a load of bitcoin when they were worth pennies. Unfortunately he lost the hard drive with the keys. I think those specific bitcoin did get extinguished although I'm not an expert"  
[X Link](https://x.com/SharestepAI/status/2021348437971947716)  2026-02-10T22:19Z [---] followers, [--] engagements


"@TheLongInvest But Apple and Meta are not cloud providers. Meta is a media company high dependence on intelligent media processing AI is a priority. Apple is primarily a consumer hardware company just doesn't need the same kind of capex just now"  
[X Link](https://x.com/SharestepAI/status/2021582253831176481)  2026-02-11T13:49Z [---] followers, [---] engagements


"@oguzerkan Yep lots value in healthcare just now. Here's a healthcare shortlist I ran this morning scanning for strong balance sheet + momentum and decent valuation. Mostly small caps; couple of mid caps. Most of them have PE 20x. Worth a look"  
[X Link](https://x.com/SharestepAI/status/2021584132837404700)  2026-02-11T13:56Z [---] followers, [---] engagements


"@Mr_Derivatives The decline started not long after OpenAI released voice-mode in ChatGPT. Did this kill Duolingo's moat I'm not an expert on $DUOL"  
[X Link](https://x.com/SharestepAI/status/2021597151474663437)  2026-02-11T14:48Z [---] followers, [----] engagements


"@lazaro_rouco @Mr_Derivatives I agree with you. Computers educating people is a worrying phenomenon. Both my parents were teachers. What are we supposed to do This is what the world is giving us and we accept it"  
[X Link](https://x.com/SharestepAI/status/2021715486795346193)  2026-02-11T22:38Z [---] followers, [--] engagements


"@LogWeaver Interesting read. One thought though. Take your HR example. What software is being used to screen those resumes Won't it be Workday that will probably implement a friendly "auto resume tracker" feature"  
[X Link](https://x.com/SharestepAI/status/2021941090853519723)  2026-02-12T13:34Z [---] followers, [---] engagements


"@ThisBlondeTrade @JesseCohenInv Look this duffis obviously got juiced up by some influencer promoting the stock. He's an insanely irresponsible gambler. But the loan is still predatory and immoral and should be criminal"  
[X Link](https://x.com/SharestepAI/status/2022020463736893727)  2026-02-12T18:50Z [---] followers, [--] engagements


"For daily AI stock tips follow: @SharestepAI"  
[X Link](https://x.com/SharestepAI/status/2021755664951923069)  2026-02-12T01:18Z [---] followers, [--] engagements


"🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emerged as potential value plays. Top AI picks over [--] month: $VAL +59.1% $LPG +19.5% $EFXT +21.9% $OII +24.1% $VIST +20.4% $DVN +21.6% #Energy #stocks"  
[X Link](https://x.com/SharestepAI/status/2021331154788393019)  2026-02-10T21:11Z [---] followers, [---] engagements


"🚨 MEMORY STOCKS: [--] BAGGERS Memory stocks are on a tear. $MU and $SNDK have become household names. Bottlenecks on content evaporated with AI. And content needs memory. Two off-radar memory stocks outperformed Micron over [--] year - do you know them #memory #stocks"  
[X Link](https://x.com/SharestepAI/status/2021949049642135856)  2026-02-12T14:06Z [---] followers, [---] engagements


"@JesseCohenInv @michaeljburry I never have the stomach for stocks with forward PE 100x. It's like trying to eat a plate of boiled rice after engorging on a three course meal. No reflection on the company but I can never justify those price levels"  
[X Link](https://x.com/SharestepAI/status/2021955662063055171)  2026-02-12T14:32Z [---] followers, [---] engagements


"@dvassallo It's the cool thing rich guys do on podcasts now. pretend you're a superforecaster. I'd love to see a comp of all the ones that were miles off the mark"  
[X Link](https://x.com/SharestepAI/status/2022039568607064565)  2026-02-12T20:06Z [---] followers, [---] engagements


"@StockMarketNerd Weird stuff happening. The other day I was vibe coding and a fully-functioning live bear cub popped out of my computer"  
[X Link](https://x.com/SharestepAI/status/2022043154766262326)  2026-02-12T20:20Z [---] followers, [--] engagements


"@DKThomp They seem to be dog-whistling investors. "Our OpEx is only going down from here." You can't signal that you're the only one who will have a trad wage bill. If it all turns out different in the end No problem because everyone said the same thing. You weren't the odd one out"  
[X Link](https://x.com/SharestepAI/status/2022281769685278748)  2026-02-13T12:08Z [---] followers, [---] engagements


"@TaviCosta Agree with your assessment. Energy stands out as clear value right now. Here's a shortlist I screened for earlier in energy equities (U.S. listed). Names like $VAL and $LPG are looking kind of obvious all-round. Anyway worth a look"  
[X Link](https://x.com/SharestepAI/status/2021352455636910557)  2026-02-10T22:35Z [---] followers, [---] engagements


"🚨UTILITIES STOCKS AI scan: Big opportunities in utilities stocks. No sell-off here. These tickers are worth looking into. Utilities pay good dividends and currently trade at a discount. $EIX and $CWEN the biggest gainers recently"  
[X Link](https://x.com/SharestepAI/status/2021751725099532623)  2026-02-12T01:02Z [---] followers, [--] engagements


"@Mr_Derivatives $MSI. Aka that old chestnut Motorola"  
[X Link](https://x.com/SharestepAI/status/2021992418992959509)  2026-02-12T16:58Z [---] followers, [---] engagements


"@firstadopter I'm not privy to how it looks by revenue stream but have to assume it's largely APIs. LLM APIs don't differentiate well. You can more or less switch with each other. The chart is bullish chips but not very bullish Anthropic IPO"  
[X Link](https://x.com/SharestepAI/status/2022089269637181802)  2026-02-12T23:23Z [---] followers, [--] engagements


"@FakePsyho Great catch. That's pretty dishonest reporting. Seems they're signal-boosting Claude tactically to create problems for their only real competitor in the vertical OpenAI"  
[X Link](https://x.com/SharestepAI/status/2022288503904588207)  2026-02-13T12:35Z [---] followers, [---] engagements


"@peterrhague People won't be able to live permanently in these places. It'll be a 3-month on 3-month off type of model similar to the energy industry"  
[X Link](https://x.com/SharestepAI/status/2022270834732098026)  2026-02-13T11:25Z [---] followers, [--] engagements


"@myvaluepicks I think we're approaching the end. Most seat-based SaaS companies are getting into forward PE [--] territory. Average will probably settle 15-20x. A bit further to go but not long. Could dip below fair value for a while"  
[X Link](https://x.com/SharestepAI/status/2022276337738649994)  2026-02-13T11:47Z [---] followers, [--] engagements


"@iancassel Wise words. Two approaches: [--] Check social/media signal - validate with data [--] Investigate data signal - validate with social/media Most people do [--]. Alpha is generated with 2"  
[X Link](https://x.com/SharestepAI/status/2022283517824991588)  2026-02-13T12:15Z [---] followers, [---] engagements


"@saxena_puru The seat-based SaaS cohort doesn't have much further it can fall. Forward PE for seat-based SaaS is about 23.8x and 18.2x excluding Microsoft. It'll settle between 15-20x probably. I think there will be a time spent below intrinsic value"  
[X Link](https://x.com/SharestepAI/status/2022304132984389752)  2026-02-13T13:37Z [---] followers, [--] engagements


"@Investingcom It was exactly what it looked like. Deflating a speculative run on metals. the deflation probably aided by institutional action with the aim to avoid negative second-order effects on industry"  
[X Link](https://x.com/SharestepAI/status/2018396006686105611)  2026-02-02T18:48Z [---] followers, [--] engagements


"@garysavage1 There's simply no reason for a record silver price other quick-buck Robinhood runs. It is neither scarce nor is any central bank going to back a currency with it. It's January's meme stock"  
[X Link](https://x.com/SharestepAI/status/2018396748578726367)  2026-02-02T18:50Z [---] followers, [----] engagements


"@oguzerkan The way $AMZN has tried to play new tech in the past is playing both ends against the middle. Let their enemies fight it out in the frontier phase and swoop in after when the market is established. They might be doing this again with AI. AWS is suspiciously quiet there"  
[X Link](https://x.com/SharestepAI/status/2018462080660341075)  2026-02-02T23:10Z [---] followers, [---] engagements


"@patientinvestor Whatever you're led to believe always remember Microsoft is Windows + Office. That's all it ever was. Every other product is a sales deck slide to help renew the Windows licenses. So long as Windows is a viable product (and only then) there will be a Microsoft"  
[X Link](https://x.com/SharestepAI/status/2018463026467525005)  2026-02-02T23:14Z [---] followers, [----] engagements


"@ZaStocks No one has fully explained exactly what "AI" means in Palantir's context. They were never very good at ML no core capability. They use the word "AI" a lot but I'm not sure exactly what that constitutes in their offering"  
[X Link](https://x.com/SharestepAI/status/2018470780955455515)  2026-02-02T23:45Z [---] followers, [--] engagements


"@saxena_puru There's mixed performance in cybersecurity. Some stocks are actually still all-round buys like $OKTA or $FTNT with revenue growth 10-15% YoY (Q). Full ranking (published last week): https://www.sharestep.co/pubtid=ts_fm4locm3 https://www.sharestep.co/pubtid=ts_fm4locm3"  
[X Link](https://x.com/SharestepAI/status/2018704539013025894)  2026-02-03T15:14Z [---] followers, [---] engagements


"@WisemanCap $AMD looking increasingly attractive to me. The worry is that in the end it'll be a fight to the bottom with the others"  
[X Link](https://x.com/SharestepAI/status/2018799508440981656)  2026-02-03T21:31Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@SharestepAI Avatar @SharestepAI Sharestep

Sharestep posts on X about stocks, ai, pe ratio, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-------] +927%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +150%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +48%
  • [--] Year [---] +44%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 46.53% stocks 32.67% technology brands 24.75% cryptocurrencies 8.91% countries 2.97% automotive brands 0.99% exchanges 0.99%

Social topic influence stocks #4662, ai 19.8%, pe ratio 9.9%, $googl 5.94%, crypto 5.94%, $amzn 4.95%, level 3.96%, if you 2.97%, anthropic 2.97%, business 2.97%

Top accounts mentioned or mentioned by @mrderivatives @investingcom @stockmarketnerd @jessecoheninv @thelonginvest @henrikzeberg @firstadopter @liebermanaustin @alex70848763197 @grindeoptions @buccocapital @jameslavish @dj1p2 @oguzerkan @thisblondetrade @peterrhague @saxenapuru @cbergfeldt @thezvi @ecommerceshares

Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Strategy (MSTR) Advanced Micro Devices (AMD) Zoom Video Communications Inc (ZM) Sandisk Corporation (SNDK) Bitcoin (BTC) Validity (VAL) Microsoft Corp. (MSFT) monday.com Ltd. (MNDY) Workday Inc (WDAY) Now Coin (NOW) Darden Restaurants, Inc. (DRI) RaveDAO (RAVE) Tesla, Inc. (TSLA) Metadium (META) Apple, Inc. (AAPL) Amgen, Inc. (AMGN) Merck & Co., Inc. (MRK) CatCoin (CAT) Walmart, Inc. (WMT) 3M Co (MMM) First Solar, Inc. (FSLR) Hive Digital Technologies Ltd (HIVE) Hive (HIVE) Sphere 3D Corp. (ANY) Anyswap (ANY) Riot Platforms, Inc. (RIOT) MercadoLibre Inc (MELI) eBay Inc (EBAY) Klarna Group plc (KLAR) BILLION•DOLLAR•CAT (BDC)

Top Social Posts

Top posts by engagements in the last [--] hours

"@Investingcom I'll guess $MSTR. It's already in single-digit PE territory but I think it can fall harder"
X Link 2026-02-01T21:26Z [---] followers, [---] engagements

"@Investingcom These metals are needed for just about any industry to function. Metal prices can't be left up to wild speculation. It would quickly feed into prices. I'm not surprised in the slightest that this crazy run in metals was shortlived"
X Link 2026-02-02T09:57Z [---] followers, [---] engagements

"The end of software SaaS stocks are reeling. Across the board pureplay software names have been hammered by markets. "AI is replacing" narratives are doing the rounds. But many are reporting revenue growth of 20-40%. Party over or buy-the-dip"
X Link 2026-02-03T13:23Z [---] followers, [---] engagements

"@JesseCohenInv They were overpriced. $MNDY PE ratio 93x $WDAY 74x $NOW 70x. No big drama. Prices are too high and the market corrects. AI doesn't cancel software. AI itself is software. A few talented people will know how to extract its value and will sell that value as software"
X Link 2026-02-04T12:43Z [---] followers, [---] engagements

"@JesseCohenInv There are exceptions. $BJRI $DRI $RAVE all looking healthy and performing. RAVE up 33% in a year. Are higher quality restaurants with full-service gaining an edge over cheaper roadside fast-food"
X Link 2026-02-04T13:06Z [---] followers, [--] engagements

"@TheLongInvest The sell-off is natural. The expectation was that these companies would double and triple their earning power quickly. That expectation was unrealistic. As of last night average weighted PE ratio in tech was 49x. the correction will continue"
X Link 2026-02-04T20:23Z [---] followers, [----] engagements

"@Investingcom If Tesla is to be merged with SpaceX investors could be asking at what price"
X Link 2026-02-04T20:28Z [---] followers, [--] engagements

"@Investingcom It's expected. $AMD is trading at 93x earnings. The stock price could fall by -70% and it would still be a generous PE ratio. These stocks aren't falling because their businesses have turned sour they're falling because of unrealistic valuations"
X Link 2026-02-04T22:01Z [---] followers, [---] engagements

"@TheZvi Let's be real. You wouldn't trust that Anthropic guy to drive your mum to the airport. He's reminiscent of those NXIVM people. If you turn the volume down when he's talking you'll see it. The smell of grease just wafts from the screen. Anthropic gives off FTX vibes"
X Link 2026-02-04T22:51Z [---] followers, [---] engagements

"@TheLongInvest Seems strange. Investing shouldn't be a game of strength and resolve. It's better as a game of dissociation and aloofness. Much preferable if you just don't care. How you position that way is probably different for everyone. But it's the optimal stance to have in markets"
X Link 2026-02-05T08:13Z [---] followers, [---] engagements

"🚨 A Tech CapEx Melt-Up $GOOGL $META and $MSFT have guided to massive increases in capex. $AMZN is likely next. But leverage and margins differ meaningfully. Which hyperscaler is best positioned to win the war Research note below"
X Link 2026-02-05T08:29Z [---] followers, [---] engagements

"@ecommerceshares It all makes sense. Many of the stocks in the sell-off have been trading at PE 50-400x. Absurd valuations. Investors got carried away. They thought that a company like Palantir was worth [---] years of earnings. These stocks could drop 50% and still be valued generously"
X Link 2026-02-05T14:14Z [---] followers, [---] engagements

"@amitisinvesting Valuations. The reason for the sell-off is valuations are too high. People mistakenly normalised PE ratios of 50-400x. Take a quick scan across PE ratios. 45-50x is historical an insane PE ratio. If you're seeing 80x 90x 100x there's probably further to go"
X Link 2026-02-05T14:18Z [---] followers, [---] engagements

"@danielnewmanUV The sell-off is rational. Valuations have been absurd. PE ratios running at 50-400x. People are not grasping how farfetched these valuations are. Higher capex means fewer buybacks this will also hammer stock prices. The companies are doing fine but the stocks ran too high"
X Link 2026-02-05T14:45Z [---] followers, [---] engagements

"@Mr_Derivatives $GOOGL will be fine. The company is healthy and has no chinks in the armour. The stock will suffer due to higher capex and fewer buybacks but the valuation is not absurd. it doesn't have much lower it can go"
X Link 2026-02-05T14:46Z [---] followers, [--] engagements

"@Brian_Stoffel_ PE ratios. Keep an eye on average weighted PE ratio in tech. It's still running sky high. I think the sell-off will continue. I don't have many doubts about the best companies but the prices are all wrong"
X Link 2026-02-05T15:22Z [---] followers, [---] engagements

"@JerryCap I differ from this view. Anthropic has a tiny niche audience. ChatGPT is a household name. My 78yo dad uses. My brother uses it. My wife uses it. None of them code. Only Google can compete but they'll need Gemini to be just as useful to Median Joe as ChatGPT is"
X Link 2026-02-05T15:34Z [---] followers, [---] engagements

"@DudeWhoInvests Both will happen. $AMZN will beat earnings but the market correction will continue. This is because valuations are too high and investors who understand this are stepping outside for some fresh air. The stock market is fundamentally priced according to earning power"
X Link 2026-02-05T18:28Z [---] followers, [----] engagements

"@StockMarketNerd A stock's value is roughly 15-20x earnings. Scan the price ratios. If you see PE ratios of 40x 80x 120x . those names are likely to drop by 50% or more"
X Link 2026-02-05T18:35Z [---] followers, [--] engagements

"@JesseCohenInv This was expected. I wonder if they threw $100 billion on the number last minute for jokes. $AMZN like $GOOGL is a company with no chinks in the armour. Impossible to dislodge in today's world. But without stock buybacks we're probably settling on a new price level"
X Link 2026-02-05T21:38Z [---] followers, [---] engagements

"@Mr_Derivatives It's down to valuations. $AAPL and $GOOGL valuations just aren't that high and the risks are few. Most stocks getting hammered this week are at sky-high valuations. The market got carried away. Lots of good companies lots of unrealistic prices and a timely correction"
X Link 2026-02-05T21:48Z [---] followers, [---] engagements

"@Mr_Derivatives PE ratio still 205x. It can easily go sub-$100 and the valuation would still be very generous"
X Link 2026-02-05T22:29Z [---] followers, [----] engagements

"@LiebermanAustin I think the new price level for a good company is 20-25x earnings. From that based on latest earnings it's possible to estimate a price range. That's how I'm going to look at it. I think average PE will nestle into that range in the coming weeks"
X Link 2026-02-05T23:43Z [---] followers, [---] engagements

"@Mr_Derivatives It's the buybacks. They're replacing buybacks with capex. It's no longer a stockholder's garden. Nothing has happened to the business if anything they will only get better with larger capital commitments. But the price level is now different. I expect PE 20-25x"
X Link 2026-02-06T12:48Z [---] followers, [----] engagements

"@StockSavvyShay I imagine a bounce today. But the recent drawdown is structural. Not that there's anything wrong with tech companies all of a sudden but the price level has structurally changed. Predictions for $QQQ today"
X Link 2026-02-06T13:18Z [---] followers, [---] engagements

"@jrouldz On the way up it's a revolution. On the way down it's a conspiracy. In reality it's a PE ratio"
X Link 2026-02-06T13:37Z [---] followers, [--] engagements

"@GlobalMktObserv The stocks are simply overvalued. Average weighted PE ratio is still 44x. there's probably further to go. It's a question of mispricing. Nothing is fundamentally wrong with the companies"
X Link 2026-02-06T13:39Z [---] followers, [---] engagements

"@Alex70848763197 @Mr_Derivatives Yep I did a quick sector scan. Took the average PE ratio of all stocks in Information Technology (mcap weighted). Here (along with other sectors):"
X Link 2026-02-06T13:53Z [---] followers, [--] engagements

"🚨 FAST AI SCAN: Dow Hits 50k Milestone Dow surged past 50k first time ever led by healthcare & industrials (NO TECH in top 5). Rotation in play Top gainers (1w): $AMGN +13.2% $MMM +12.4% $MRK +10.7% $CAT +10.1% $WMT +9.8%. Full table #DowJones #Investing"
X Link 2026-02-07T15:04Z [---] followers, [---] engagements

"@Mr_Derivatives What do they have in common Metals crypto and growth stocks have turned into 'narrative markets'. A memory-less narrative surrounds them nonstop most punters chase the energy and skip the details. Interesting times"
X Link 2026-02-07T15:13Z [---] followers, [---] engagements

"@GrindeOptions Very possible. But I see cyclical rotation as inevitable. The U.S. is attempting an epochal restructuring of its economy into manufacturing and energy and away from 'value add'. By the end of [----] the cool thing to nerd out about will be high-tech manufacturing"
X Link 2026-02-07T15:43Z [---] followers, [---] engagements

"@AndreasSteno Widespread use of LLMs (more than half of working adults by some estimates) should have created immediate and exceptional GDP growth. Why didn't it That paradox doesn't have a name but someone will have to give it one"
X Link 2026-02-07T19:14Z [---] followers, [---] engagements

"@midascabal Agree with the assessment. Not because the business environment has changed but because the stocks are overpriced. Average trailing PE of 44x in tech is just not reasonable. Especially with buybacks losing to capex. I think IT will resettle on mean forward PE 20-25x"
X Link 2026-02-07T21:13Z [---] followers, [---] engagements

"@RayDalio Real talk. When the options are cooperation or death cooperation wins by Pascal's assumption"
X Link 2026-02-08T13:42Z [---] followers, [--] engagements

"@WealthWatcherCo Short interest up 1% across the market but specifically high in materials (gold/silver/copper) comms and tech. Short interest down in energy financials real estate industrials"
X Link 2026-02-08T14:13Z [---] followers, [----] engagements

"@Investingcom Mixed"
X Link 2026-02-08T20:14Z [---] followers, [----] engagements

"$FSLR (First Solar) $ZM (Zoom) and $SNDK (SanDisk) saw large retreats by shorts which shares short down by 14-19%. Zoom Inc. is relatively unscathed by the recent SaaS sell-off while First Solar has had lacklustre price action over several months"
X Link 2026-02-08T20:40Z [---] followers, [---] engagements

"@garyblack00 Agree about metals and #crypto. Especially silver and copper nothing fundamentally holding them. I think overvalued growth stocks will settle at new price levels. Anything with forward PE 35x is probably correcting further"
X Link 2026-02-09T12:01Z [---] followers, [---] engagements

"@samsolid57 There was never a chance in hell the U.S. president would appoint an inflation hawk. Was never going to happen. If anything I think Warsh may turn out quite a radical dove but let's see"
X Link 2026-02-09T12:07Z [---] followers, [--] engagements

"🚨 SHORT SELLERS & CRYPTO STOCKS Quick AI scan of short interest in crypto stocks. $ANY (Sphere 3D) $HIVE (Hive Digital) and $RIOT (Riot Blockchain) most affected with short interest up 9-90%. $MSTR and $BTFR saw retreats by shorts. Full scan below"
X Link 2026-02-09T12:24Z [---] followers, [---] engagements

"@PeterDiamandis @SpaceX @xai It's definitely an interesting idea. I haven't rabbit-holed the details especially certain risks. E.g. if collisions occur. meteorite impact. how to decommission. I'm sure there's good reading material on this anyone got some"
X Link 2026-02-09T14:25Z [---] followers, [---] engagements

"🚨 JAPAN ETFs: AI SCAN Prompt used: "Put together a list of Japan-focused ETFs with their latest price action. Include 1m/5d performance and headline metrics." $DXJS Japan Hedged SmallCap up +4.4% at latest price - up +19% MTD Opportunity #Japan #stocks Full results"
X Link 2026-02-09T15:21Z [---] followers, [---] engagements

"$DXJS is an outlier among Japan ETFs and has even outperformed leveraged Japan ETF $RAYJ in the month. Stats look solid: it has 3Y Sharpe of [----] and beta [----]. Expense ratio is moderate at 0.6%"
X Link 2026-02-09T15:21Z [---] followers, [--] engagements

"Full list of Japan ETFs: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/japan-etf-performance-l84trz https://www.sharestep.co/pub/japan-etf-performance-l84trz"
X Link 2026-02-09T15:21Z [---] followers, [--] engagements

"@GrindeOptions I certainly agree that you never know with this stock. That PE ratio though. 😅"
X Link 2026-02-09T18:02Z [---] followers, [--] engagements

"@TheLongInvest I think the value just now is in energy. Average forward PE or 21.2x and top performing sector over [--] month. To a lesser degree also consumer staples and materials. Utilities too but that's more of a dividend set than price performance"
X Link 2026-02-09T20:33Z [---] followers, [----] engagements

"@StockMarketNerd It's a great company. It's not a logistics company like $AMZN or $MELI. not really the same kind of business. $EBAY a little better as a comparison. Revenue growth is stellar. Margins are great. Debt is healthy. It's just that valuation 😅"
X Link 2026-02-09T23:12Z [---] followers, [---] engagements

"@HenrikZeberg You're probably right. The Klarna society"
X Link 2026-02-10T13:03Z [---] followers, [---] engagements

"RT @SharestepAI: 🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emer"
X Link 2026-02-11T14:42Z [---] followers, [--] engagements

"What I find most interesting about this debate is the emotional resonance the replacement of community has with some people. It's quite apparent that some people wish for the replacement of human life as we understand it with some new organism that extracts energy performs physical tasks and so on. In my view this prediction is emotionally misguided and very unlikely. But the more interesting question is why do these people wish for it Why do they wish for their fellow neighbour brother father to disappear Anyway. I'm long human https://twitter.com/i/web/status/2021718175172214906"
X Link 2026-02-11T22:49Z [---] followers, [--] engagements

"@firstadopter It's possible. But the search - Gemini mechanism is quite effective. It seems to me that the user logic is: (1) Google for a quick question that needs an answer (2) ChatGPT for a long discussion on something"
X Link 2026-02-02T15:37Z [---] followers, [----] engagements

"@firstadopter There is a mechanism by which this exact thing happens: stock buybacks. When companies by their own stock back from the market it boosts their stock price. If they stop the buybacks (using the cash elsewhere) then that support for the stock price is lost"
X Link 2026-02-03T16:49Z [---] followers, [----] engagements

"🚨 AI STOCKS SCAN: Next Week's Earnings Quick AI scan of next week's earnings shows interesting off-radar signals. Notable among them is $BDC (Belden Inc) which provides 'connection solutions for data infrastructure'. Last week up +18.7%. Forward PE 14.9x. Opportunity"
X Link 2026-02-07T22:14Z [---] followers, [---] engagements

"🚨 SHORT SELLING IN TECH Quick AI scan shows shorts are on the attack with some tech names while retreating from others. $BB (Blackberry) $TWLO (Twilio) and $ADSK (Autodesk) saw upward swings in shares short over the last month (+27-41% increase). What about retreats"
X Link 2026-02-08T20:40Z [---] followers, [---] engagements

"Full list of short deltas in tech: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7 https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7"
X Link 2026-02-08T20:40Z [---] followers, [--] engagements

"RT @HeroDividend: The Super Bowl halftime show this year should be Warren Buffett setting up a Coinbase account and daytrading crypto for 1"
X Link 2026-02-08T21:14Z [---] followers, [--] engagements

"@Investingcom Picks from a quick AI scan: $GILD $NGD $CVE. All releasing earnings all looking strong on momentum valuation liquidity"
X Link 2026-02-08T21:31Z [---] followers, [---] engagements

"@buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn round not up" A: "That's a fascinating question that I'm glad you asked. The planets 'turn' because.""
X Link 2026-02-08T21:56Z [---] followers, [----] engagements

"RT @SharestepAI: @buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn"
X Link 2026-02-09T07:49Z [---] followers, [--] engagements

"Full AI scan: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc"
X Link 2026-02-09T12:24Z [---] followers, [--] engagements

"RT @emollick: So far telling a satisfying and well-written medium-length story has proved far harder for LLMs than mathematical proofs m"
X Link 2026-02-09T23:38Z [---] followers, [--] engagements

"@HenrikZeberg Difficult to understand why. An economy trying to re-industrialise a shrinking able-minded workforce and yet cratering job openings. Odd times these"
X Link 2026-02-10T11:46Z [---] followers, [----] engagements

"🚨 APP VS INFRA SOFTWARE STOCKS Is divergence appearing between application and infrastructure software Although application software names show highly inflated PE ratios MCAP weighted forward PE is closer to historical levels and closer to infra. #software #stocks"
X Link 2026-02-10T13:45Z [---] followers, [---] engagements

"Amongst infrastructure stocks cybersecurity names were the top performers (or at least the least bad performers). Like with application software revenue growth has also been stellar for infra names"
X Link 2026-02-10T13:45Z [---] followers, [--] engagements

"Full breakdown of infra vs app software: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/software-sector-comparison-8od3kx https://www.sharestep.co/pub/software-sector-comparison-8od3kx"
X Link 2026-02-10T13:45Z [---] followers, [--] engagements

"@FIREDUpWealth I asked Sharestep your question. The answer That old chestnut $RUN. Reasoning"
X Link 2026-02-10T15:14Z [---] followers, [----] engagements

"@StockMarketNerd Agree. It's gotten a bit silly. But being fair some valuations have been unreasonable for a while. In all my software scans $ZM keeps showing up as an outlier I have no idea why. It didn't even get hit by the sell-off. Something going on with Zoom"
X Link 2026-02-10T15:24Z [---] followers, [---] engagements

"RT @StockMarketNerd: In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr"
X Link 2026-02-10T15:26Z [---] followers, [--] engagements

"@jameslavish I'm out of the loop. Can someone summarise in a few bullets the arguments for why bitcoin is or isn't going to zero"
X Link 2026-02-10T21:24Z [---] followers, [---] engagements

"@zephyr_z9 Quality will defo improve. But we notice this strange effect where video seems to become less and less like the real world. Recently when watch some old 1990s movie and I'm surprised by how organic and human everything looks"
X Link 2026-02-10T21:39Z [---] followers, [---] engagements

"@alexandrosM Totally. Paradoxically in my experience the worst technical task for an LLM is prompt engineering. They really suck at it"
X Link 2026-02-10T21:44Z [---] followers, [--] engagements

"@DJ1P2 @jameslavish You could be right about that. I know someone who bought a load of bitcoin when they were worth pennies. Unfortunately he lost the hard drive with the keys. I think those specific bitcoin did get extinguished although I'm not an expert"
X Link 2026-02-10T22:19Z [---] followers, [--] engagements

"@TheLongInvest But Apple and Meta are not cloud providers. Meta is a media company high dependence on intelligent media processing AI is a priority. Apple is primarily a consumer hardware company just doesn't need the same kind of capex just now"
X Link 2026-02-11T13:49Z [---] followers, [---] engagements

"@oguzerkan Yep lots value in healthcare just now. Here's a healthcare shortlist I ran this morning scanning for strong balance sheet + momentum and decent valuation. Mostly small caps; couple of mid caps. Most of them have PE 20x. Worth a look"
X Link 2026-02-11T13:56Z [---] followers, [---] engagements

"@Mr_Derivatives The decline started not long after OpenAI released voice-mode in ChatGPT. Did this kill Duolingo's moat I'm not an expert on $DUOL"
X Link 2026-02-11T14:48Z [---] followers, [----] engagements

"@lazaro_rouco @Mr_Derivatives I agree with you. Computers educating people is a worrying phenomenon. Both my parents were teachers. What are we supposed to do This is what the world is giving us and we accept it"
X Link 2026-02-11T22:38Z [---] followers, [--] engagements

"@LogWeaver Interesting read. One thought though. Take your HR example. What software is being used to screen those resumes Won't it be Workday that will probably implement a friendly "auto resume tracker" feature"
X Link 2026-02-12T13:34Z [---] followers, [---] engagements

"@ThisBlondeTrade @JesseCohenInv Look this duffis obviously got juiced up by some influencer promoting the stock. He's an insanely irresponsible gambler. But the loan is still predatory and immoral and should be criminal"
X Link 2026-02-12T18:50Z [---] followers, [--] engagements

"For daily AI stock tips follow: @SharestepAI"
X Link 2026-02-12T01:18Z [---] followers, [--] engagements

"🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emerged as potential value plays. Top AI picks over [--] month: $VAL +59.1% $LPG +19.5% $EFXT +21.9% $OII +24.1% $VIST +20.4% $DVN +21.6% #Energy #stocks"
X Link 2026-02-10T21:11Z [---] followers, [---] engagements

"🚨 MEMORY STOCKS: [--] BAGGERS Memory stocks are on a tear. $MU and $SNDK have become household names. Bottlenecks on content evaporated with AI. And content needs memory. Two off-radar memory stocks outperformed Micron over [--] year - do you know them #memory #stocks"
X Link 2026-02-12T14:06Z [---] followers, [---] engagements

"@JesseCohenInv @michaeljburry I never have the stomach for stocks with forward PE 100x. It's like trying to eat a plate of boiled rice after engorging on a three course meal. No reflection on the company but I can never justify those price levels"
X Link 2026-02-12T14:32Z [---] followers, [---] engagements

"@dvassallo It's the cool thing rich guys do on podcasts now. pretend you're a superforecaster. I'd love to see a comp of all the ones that were miles off the mark"
X Link 2026-02-12T20:06Z [---] followers, [---] engagements

"@StockMarketNerd Weird stuff happening. The other day I was vibe coding and a fully-functioning live bear cub popped out of my computer"
X Link 2026-02-12T20:20Z [---] followers, [--] engagements

"@DKThomp They seem to be dog-whistling investors. "Our OpEx is only going down from here." You can't signal that you're the only one who will have a trad wage bill. If it all turns out different in the end No problem because everyone said the same thing. You weren't the odd one out"
X Link 2026-02-13T12:08Z [---] followers, [---] engagements

"@TaviCosta Agree with your assessment. Energy stands out as clear value right now. Here's a shortlist I screened for earlier in energy equities (U.S. listed). Names like $VAL and $LPG are looking kind of obvious all-round. Anyway worth a look"
X Link 2026-02-10T22:35Z [---] followers, [---] engagements

"🚨UTILITIES STOCKS AI scan: Big opportunities in utilities stocks. No sell-off here. These tickers are worth looking into. Utilities pay good dividends and currently trade at a discount. $EIX and $CWEN the biggest gainers recently"
X Link 2026-02-12T01:02Z [---] followers, [--] engagements

"@Mr_Derivatives $MSI. Aka that old chestnut Motorola"
X Link 2026-02-12T16:58Z [---] followers, [---] engagements

"@firstadopter I'm not privy to how it looks by revenue stream but have to assume it's largely APIs. LLM APIs don't differentiate well. You can more or less switch with each other. The chart is bullish chips but not very bullish Anthropic IPO"
X Link 2026-02-12T23:23Z [---] followers, [--] engagements

"@FakePsyho Great catch. That's pretty dishonest reporting. Seems they're signal-boosting Claude tactically to create problems for their only real competitor in the vertical OpenAI"
X Link 2026-02-13T12:35Z [---] followers, [---] engagements

"@peterrhague People won't be able to live permanently in these places. It'll be a 3-month on 3-month off type of model similar to the energy industry"
X Link 2026-02-13T11:25Z [---] followers, [--] engagements

"@myvaluepicks I think we're approaching the end. Most seat-based SaaS companies are getting into forward PE [--] territory. Average will probably settle 15-20x. A bit further to go but not long. Could dip below fair value for a while"
X Link 2026-02-13T11:47Z [---] followers, [--] engagements

"@iancassel Wise words. Two approaches: [--] Check social/media signal - validate with data [--] Investigate data signal - validate with social/media Most people do [--]. Alpha is generated with 2"
X Link 2026-02-13T12:15Z [---] followers, [---] engagements

"@saxena_puru The seat-based SaaS cohort doesn't have much further it can fall. Forward PE for seat-based SaaS is about 23.8x and 18.2x excluding Microsoft. It'll settle between 15-20x probably. I think there will be a time spent below intrinsic value"
X Link 2026-02-13T13:37Z [---] followers, [--] engagements

"@Investingcom It was exactly what it looked like. Deflating a speculative run on metals. the deflation probably aided by institutional action with the aim to avoid negative second-order effects on industry"
X Link 2026-02-02T18:48Z [---] followers, [--] engagements

"@garysavage1 There's simply no reason for a record silver price other quick-buck Robinhood runs. It is neither scarce nor is any central bank going to back a currency with it. It's January's meme stock"
X Link 2026-02-02T18:50Z [---] followers, [----] engagements

"@oguzerkan The way $AMZN has tried to play new tech in the past is playing both ends against the middle. Let their enemies fight it out in the frontier phase and swoop in after when the market is established. They might be doing this again with AI. AWS is suspiciously quiet there"
X Link 2026-02-02T23:10Z [---] followers, [---] engagements

"@patientinvestor Whatever you're led to believe always remember Microsoft is Windows + Office. That's all it ever was. Every other product is a sales deck slide to help renew the Windows licenses. So long as Windows is a viable product (and only then) there will be a Microsoft"
X Link 2026-02-02T23:14Z [---] followers, [----] engagements

"@ZaStocks No one has fully explained exactly what "AI" means in Palantir's context. They were never very good at ML no core capability. They use the word "AI" a lot but I'm not sure exactly what that constitutes in their offering"
X Link 2026-02-02T23:45Z [---] followers, [--] engagements

"@saxena_puru There's mixed performance in cybersecurity. Some stocks are actually still all-round buys like $OKTA or $FTNT with revenue growth 10-15% YoY (Q). Full ranking (published last week): https://www.sharestep.co/pubtid=ts_fm4locm3 https://www.sharestep.co/pubtid=ts_fm4locm3"
X Link 2026-02-03T15:14Z [---] followers, [---] engagements

"@WisemanCap $AMD looking increasingly attractive to me. The worry is that in the end it'll be a fight to the bottom with the others"
X Link 2026-02-03T21:31Z [---] followers, [---] engagements

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