#  @WillBiddy_ Will Biddy Will Biddy posts on X about $intu, $adbe, business, meta the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1516460702185177091/interactions)  - [--] Week [-------] -27% - [--] Month [-------] +2,501% ### Mentions: [--] [#](/creator/twitter::1516460702185177091/posts_active)  - [--] Week [---] +16% - [--] Month [---] +782% ### Followers: [---] [#](/creator/twitter::1516460702185177091/followers)  - [--] Week [---] +18% - [--] Month [---] +194% ### CreatorRank: [-------] [#](/creator/twitter::1516460702185177091/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 74.88% [technology brands](/list/technology-brands) 49.75% [finance](/list/finance) 28.57% [cryptocurrencies](/list/cryptocurrencies) 4.93% [automotive brands](/list/automotive-brands) 3.45% [social networks](/list/social-networks) 2.46% [countries](/list/countries) 1.48% [luxury brands](/list/luxury-brands) 0.99% [celebrities](/list/celebrities) 0.49% **Social topic influence** [$intu](/topic/$intu) #27, [$adbe](/topic/$adbe) #11, [business](/topic/business) 15.76%, [meta](/topic/meta) #3067, [in the](/topic/in-the) 13.3%, [$ma](/topic/$ma) #28, [$meta](/topic/$meta) #55, [$spgi](/topic/$spgi) #22, [$tost](/topic/$tost) #4, [$duol](/topic/$duol) #14 **Top accounts mentioned or mentioned by** [@novocainer](/creator/undefined) [@widemoatczar](/creator/undefined) [@qualcompounders](/creator/undefined) [@financejack44](/creator/undefined) [@quantmarket](/creator/undefined) [@ashton1nvests](/creator/undefined) [@joshvir001](/creator/undefined) [@hap0606](/creator/undefined) [@grok](/creator/undefined) [@mithrandir_fund](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@fiscorainvest](/creator/undefined) [@briansoteli](/creator/undefined) [@segen1971](/creator/undefined) [@themomentumplay](/creator/undefined) [@pandadaytona](/creator/undefined) [@invest091](/creator/undefined) [@holysmokas](/creator/undefined) [@mithrandirfund](/creator/undefined) [@cginvesting10](/creator/undefined) **Top assets mentioned** [Intuit Inc. (INTU)](/topic/$intu) [Adobe, Inc. (ADBE)](/topic/$adbe) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [Toast, Inc. (TOST)](/topic/$tost) [Duolingo, Inc. (DUOL)](/topic/$duol) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Spotify Technology (SPOT)](/topic/$spot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Copart, Inc. (CPRT)](/topic/$cprt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Moody's Corporation (MCO)](/topic/$mco) [Advanced Micro Devices (AMD)](/topic/$amd) [Msci Inc (MSCI)](/topic/$msci) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Autozone Inc (AZO)](/topic/$azo) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Iris Energy Limited (IREN)](/topic/$iren) [Costco Hot Dog (COST)](/topic/$cost) [Salesforce Inc (CRM)](/topic/$crm) [Walmart, Inc. (WMT)](/topic/$wmt) [RAI Finance (SOFI)](/topic/$sofi) [Ferrari N.V. (RACE)](/topic/$race) [Adappter Token (ADP)](/topic/$adp) [Now Coin (NOW)](/topic/$now) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [ZetaChain (ZETA)](/topic/$zeta) [American Express Company (AXP)](/topic/$axp) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Born in [--] (19)](/topic/$19) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) ### Top Social Posts Top posts by engagements in the last [--] hours "@qualtrim $PYPL is the toughest company to evaluate in my portfolio. I think this will be one that grows inflation level and wins simply off of the buy back. I could easily see this being another $AZO type of winner" [X Link](https://x.com/WillBiddy_/status/2012502380365939181) 2026-01-17T12:28Z [---] followers, [----] engagements "Ranking the MOAT of every stock in my portfolio from widest to narrowest S tier: 1) $SPGI S&P Global 2) $MA Mastercard 3) $META Meta Platforms A tier: 4) $INTU Intuit 5) $GOOGL Alphabet 6) $ADBE Adobe B tier: 7) $UBER Uber 8) $NFLX Netflix 9) $SPOT Spotify C tier: 10) $TOST Toast 11) $DUOL Duolingo 12) $PYPL PayPal 13) $HOOD Robinhood https://twitter.com/i/web/status/2021004731460559072 https://twitter.com/i/web/status/2021004731460559072" [X Link](https://x.com/WillBiddy_/status/2021004731460559072) 2026-02-09T23:34Z [---] followers, [----] engagements "$SPOT Spotify earnings report is out Monthly Active Users: +11% YoY 🟢 Premium Subscribers: +10% YoY 🟢 Operating Income: +47% YoY 🟢 Total Revenue: +13% YoY 🟢 EPS: +189% YoY🟢" [X Link](https://x.com/WillBiddy_/status/2021209545507324333) 2026-02-10T13:08Z [---] followers, [---] engagements "Pick your fighter. $WMT with decreasing FCF at [--] EV/FCF or $MA with explosive FCF growth at [--] EV/FCF I know where Im putting my money" [X Link](https://x.com/WillBiddy_/status/2021956059426853255) 2026-02-12T14:34Z [---] followers, [----] engagements "With the panic in $SPGI $MCO $FICO and others recently I feel like its a great time to repost my thesis on S&P Global one of my favorite businesses on the planet. 👇 S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the" [X Link](https://x.com/WillBiddy_/status/2020012102480543790) 2026-02-07T05:49Z [---] followers, [----] engagements "You're spot on Joseph. I think there will be some disruption especially long term for those that are easily replaceable. I love to see you buying $INTU it seems like we're on the same wave length recently. I started buying $MA and then I saw you also started buying it. I began buying $META heavily and then you recently bought in as well. Over the past two weeks I started an $INTU position and now you're adding to your position. Feels similar to when a super investor starts a position in a company you believe in which is nice to see https://twitter.com/i/web/status/2022360573695217713" [X Link](https://x.com/WillBiddy_/status/2022360573695217713) 2026-02-13T17:21Z [---] followers, [----] engagements "@Ashton_1nvests If @HolySmokas is wrong on $HNST so many people on X are gonna get fried. Hope that company works out because hes put a lot of people onto it" [X Link](https://x.com/WillBiddy_/status/2017993870617780262) 2026-02-01T16:10Z [---] followers, [---] engagements "If you were to buy $MA Mastercard [--] years ago you would have paid $87 for one share. Each share would now be worth $540. You would have received $19 per share in dividends. Your dividend yield on cost would now be 3.5%. A true compounding machine sitting in plain sight" [X Link](https://x.com/WillBiddy_/status/2021551037476188538) 2026-02-11T11:45Z [---] followers, [----] engagements "$DUOL Duolingo is one of the most hated stocks in the market recently. The narrative is off and the price is now unimaginably cheap. Growing FCF per share by 50% over the past [--] months and is at an EV/FCF of [--]. If FCF per share slowed drastically to 35% per year you can now buy this company at 4.7x EV/2028FCF. I think this company is in an incredibly strong position to continue to dominate the global learning market from languages chess math music and more. This thing better get disrupted very fast or its not looking good for those bearish on $DUOL" [X Link](https://x.com/WillBiddy_/status/2021627332197278207) 2026-02-11T16:48Z [---] followers, [----] engagements "$INTU Intuit has been another high quality compounding machine over the past decade. If you bought [--] years ago you would have 300% returns despite the stock being cut in half over the past [--] months or so. Also your dividend yield on cost would be 4% despite buying at 1% yield" [X Link](https://x.com/WillBiddy_/status/2021782680891691519) 2026-02-12T03:05Z [---] followers, [---] engagements "Very popular companies on X that I think are just very average companies $HIMS $SOFI $AMD $IREN $NVO $LLY Thoughts" [X Link](https://x.com/WillBiddy_/status/2022081434832581042) 2026-02-12T22:52Z [---] followers, [----] engagements "4) $UBER Uber The ultimate aggregator of human transportation worldwide. Irreplaceable Network Effects and Scale ultimately set up to be the key aggregator of autonomous vehicle technology which will ultimately be commoditized and forced to rely on Uber's network. Wide moat and fast growth at an extremely cheap valuation. FWD EV/FCF= [--] FCF per share growth= 42% TTM https://twitter.com/i/web/status/2022121782912651608 https://twitter.com/i/web/status/2022121782912651608" [X Link](https://x.com/WillBiddy_/status/2022121782912651608) 2026-02-13T01:32Z [---] followers, [---] engagements "5) $MA Mastercard Worldwide shared duopoly with $V Visa over payments worldwide positioned as a tollbooth along the bridge of trust between consumers and merchants across the globe. Emphasis on Value Added Services has rapidly taken over as nearly half of their total revenues and further protects their business from regulatory pressures. [--] sided Network Effects Exclusive access to Consumer Data allowing them to repackage and reuse for minimal costs while expanding margins and growing revenues rapidly. FWD EV/FCF= [--] FCF per share growth= 27% TTM" [X Link](https://x.com/WillBiddy_/status/2022121786041581776) 2026-02-13T01:32Z [---] followers, [---] engagements "Charts provided by the best stock research platform on the market Link in my bio for free two week trial no card required. http://Fiscal.ai http://Fiscal.ai" [X Link](https://x.com/WillBiddy_/status/2022121788675850664) 2026-02-13T01:32Z [---] followers, [---] engagements "Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their business. They almost always say its a tailwind and then the next quarter they ask the same exact question. Just experienced this in the $TOST call as I have basically in every [--] or so calls that Ive listened to this quarter" [X Link](https://x.com/WillBiddy_/status/2022178074083602631) 2026-02-13T05:16Z [---] followers, [----] engagements "LOOK AT THIS LMFAO $TOST MANAGEMENT ANSWERED LIKE [--] QUESTIONS TOTAL AND [--] OF THEM HAD SOMETHING TO DO ABOUT AI FEARS LMFAO THE MARKET IS SO SCARED ITS CRAZY Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their business. They almost always say its a tailwind and then the next quarter they ask the same exact question. Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their" [X Link](https://x.com/WillBiddy_/status/2022182948657877043) 2026-02-13T05:35Z [---] followers, [----] engagements "This trend will continue as $ADBE is making a shit load of money and putting it straight back cannibalizing it's own shares. We will see $27 in FCF per share in [----]. The longer this stock stays hammered the greater the return will be long term for shareholders keep that in mind https://twitter.com/i/web/status/2022291639583089120 https://twitter.com/i/web/status/2022291639583089120" [X Link](https://x.com/WillBiddy_/status/2022291639583089120) 2026-02-13T12:47Z [---] followers, [----] engagements "$TOST Share price follows the free cash flow per share over the long term. I think there might be a slight disconnect in the share price and the FCF per share over at Toast currently. Stock is a screaming buy at this point after yet another great quarter" [X Link](https://x.com/WillBiddy_/status/2022296687356551437) 2026-02-13T13:07Z [---] followers, [---] engagements "@FIREDUpWealth nearly my entire watchlist. $INTU $UBER $SPOT $PYPL $TOST $META $MA $SPGi $MSCI $DUOL" [X Link](https://x.com/WillBiddy_/status/2022298948493320231) 2026-02-13T13:16Z [---] followers, [---] engagements "There are real human beings selling $ADBE shares under $400 $INTU shares under $500 $DUOL shares under $200 $UBER shares under $90 $NFLX shares under $90 $PYPL shares under $40 $META shares under $700 $AMZN shares under $220 $TOST shares under $30 Unreal to actually think about someone actually selling at these prices https://twitter.com/i/web/status/2022337110691201213 https://twitter.com/i/web/status/2022337110691201213" [X Link](https://x.com/WillBiddy_/status/2022337110691201213) 2026-02-13T15:48Z [---] followers, [----] engagements "@wealthmatica Jarvis sell all the $UBER shares" [X Link](https://x.com/WillBiddy_/status/2022406164215173280) 2026-02-13T20:22Z [---] followers, [---] engagements "@Quality_stocksA $DUOL might be the best upside shot I can think of. Stable great picks imo are $META $ADBE $MA $INTU $UBER $NFLX" [X Link](https://x.com/WillBiddy_/status/2022411972399239449) 2026-02-13T20:46Z [---] followers, [---] engagements "$MA Mastercard deep dive next week I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA" [X Link](https://x.com/WillBiddy_/status/2022675521914785864) 2026-02-14T14:13Z [---] followers, [---] engagements "$MA or $V Why" [X Link](https://x.com/WillBiddy_/status/2022749306453922006) 2026-02-14T19:06Z [---] followers, [----] engagements "With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵" [X Link](https://x.com/WillBiddy_/status/2012032347701723583) 2026-01-16T05:21Z [---] followers, 52.7K engagements "$APLD Applied Digital Corporation has quadrupled in share price over the last [--] months all while setting $5.78 per share on fire and diluting shareholders adding 27% more shares to the company in the same time period. Are you buying the $NVDA backed data center play https://twitter.com/i/web/status/2012676811591930102 https://twitter.com/i/web/status/2012676811591930102" [X Link](https://x.com/WillBiddy_/status/2012676811591930102) 2026-01-18T00:02Z [---] followers, [---] engagements "$ISRG Intuitive Surgical reports earnings after hours today. I never hear this company talked about on X but it is one of the widest moat businesses I have came across. -They develop manufacture install maintain and resupply hospitals with highly advanced robotic assisted surgery systems to improve precision and capability of surgeons for delicate operations. -They have recurring revenues through selling the specialized instruments required for each operation as well as servicing the machines. -80%+ market share in robotic assisted surgery systems -Over 85% of revenues are recurring" [X Link](https://x.com/WillBiddy_/status/2014356945340150184) 2026-01-22T15:18Z [---] followers, [---] engagements "I have a relatively small watchlist. Im looking for the highest quality businesses in the world. Any recommendations of companies that I should consider looking into Dont say $TSLA please and thank you" [X Link](https://x.com/WillBiddy_/status/2014715871566950890) 2026-01-23T15:04Z [---] followers, [----] engagements "$TOST (Toast) is a stock I rarely see people mention on X. This company offers a full stack software system for restaurants including Point of Sale hardware Payment Processing Marketing Tools Loyalty Programs Kitchen Display Systems and AI Driven Optimizations to smoothen out operations. They basically offer everything you need to run the operation of a restaurant and it's all specialized to the specific type of restaurant you're running. Their long term plan is to capture the entire small and medium size business market and allow some of their customers to grow into much larger clients who" [X Link](https://x.com/WillBiddy_/status/2014727256564810086) 2026-01-23T15:49Z [---] followers, [----] engagements "@FocusLongTerme Ive got $COST and $CPRT on the list already 💪. Ill look into the others" [X Link](https://x.com/WillBiddy_/status/2014736164293366122) 2026-01-23T16:25Z [---] followers, [---] engagements "An absolute masterclass on buying back shares by $AZO I think this is what we could see $PYPL do to its share count over the coming decade as the market will likely never value it above a [--] FWD P/E ever again. $AZO has returned over 400% over the past [--] years" [X Link](https://x.com/WillBiddy_/status/2015198152651850019) 2026-01-24T23:00Z [---] followers, [----] engagements "I spent a couple hours looking at some of these recommendations and I have added $RMS.PA $TDG $RACE and $ADP to my watchlist for the time being. I'm gonna do some more research on these in the near future and begin following these companies closer as they all look like appealing businesses. Still have more recommendations to take a look into but I appreciate everyone that left recommendations for me. Thank you I have a relatively small watchlist. Im looking for the highest quality businesses in the world. Any recommendations of companies that I should consider looking into Dont say $TSLA" [X Link](https://x.com/WillBiddy_/status/2015268352176836618) 2026-01-25T03:39Z [---] followers, [----] engagements "@joshvir001 I love $ADBE I think theres a chance they produce better returns than $AZO over the next 5-10 years" [X Link](https://x.com/WillBiddy_/status/2015426983119708328) 2026-01-25T14:10Z [---] followers, [--] engagements "This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it" [X Link](https://x.com/WillBiddy_/status/2015905054394396827) 2026-01-26T21:49Z [---] followers, 35.1K engagements "$MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B" [X Link](https://x.com/WillBiddy_/status/2016860331977425300) 2026-01-29T13:05Z [---] followers, [----] engagements "$MA Mastercard Value Added Services grew 23% YoY Operating margin up 2.3% YoY WOW. $MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B https://t.co/RzTUCfs41P $MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B https://t.co/RzTUCfs41P" [X Link](https://x.com/WillBiddy_/status/2016865315007684675) 2026-01-29T13:25Z [---] followers, [----] engagements "According to the comments. I should sell half of my $ADBE move it into $NFLX . Then I should sell completely out of $PYPL $DUOL and $TOST and move those funds into $AMZN $CSU and $AMD Would that outperform my current portfolio or should I stay true to my holdings This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it https://t.co/gLT3l6YprT This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it https://t.co/gLT3l6YprT" [X Link](https://x.com/WillBiddy_/status/2016872151706386798) 2026-01-29T13:52Z [---] followers, [----] engagements "The best buys in [----] will likely be all of the SAAS companies that DONT get disrupted. $ADBE $NOW $INTU $DUOL $CRM $MSFT $CSU $CRWD $ADSK $WDAY Whats your SAAS bet" [X Link](https://x.com/WillBiddy_/status/2016885590105432168) 2026-01-29T14:46Z [---] followers, 11.5K engagements "$MA is an absolute steal under $600 $META is an absolute steal under $800 $ADBE is an absolute steal under $400 $DUOL is an absolute steal under $200 $TOST is an absolute steal under $40 $NFLX is an absolute steal under $100 $UBER is an absolute steal under $100 🫡" [X Link](https://x.com/WillBiddy_/status/2016994374127649280) 2026-01-29T21:58Z [---] followers, 10.6K engagements "$MA Mastercard is nearing 50% of their revenues coming from Value Added Services. Further protecting their business from regulatory pressures which has historically been one of the biggest concerns for their moat. This company has some of the soundest fundamentals in the stock market trading at a more than fair valuation. Super long $MA https://twitter.com/i/web/status/2017105029988069761 https://twitter.com/i/web/status/2017105029988069761" [X Link](https://x.com/WillBiddy_/status/2017105029988069761) 2026-01-30T05:18Z [---] followers, [----] engagements "@GrowthThesis I have a good bit and I think $TOST has more competitive advantages and chances of long term success compared to $FOUR" [X Link](https://x.com/WillBiddy_/status/2017247277924925690) 2026-01-30T14:43Z [---] followers, [---] engagements "$RACE Ferrari is the cheapest it has been since November [----]. It is also at its cheapest valuation since the [----] bottom. In the mean time: -Revenues are growing 10% every year -FCF/share is growing 40% yearly -EPS slowing but still growing 13% over the last year. What has changed with what has historically been seen as one of the strongest brands on the planet https://twitter.com/i/web/status/2017265968309748135 https://twitter.com/i/web/status/2017265968309748135" [X Link](https://x.com/WillBiddy_/status/2017265968309748135) 2026-01-30T15:57Z [---] followers, [----] engagements "Toast $TOST has sold off 25% over the last year. At the same time net income is up over 87% over the Trailing [--] Months giving us the lowest P/E we have seen in the companies history at a [--] forward Are you buying $TOST at these prices" [X Link](https://x.com/WillBiddy_/status/2017734166834565516) 2026-01-31T22:58Z [---] followers, [----] engagements "$ISRG Intuitive Surgical Inc. enforces a classic razor and blade business model. They're growing their install base 13% annually over the past three years and growing recurring revenues 19% annually. Insane moat high growth recurring revenues. The question is what price are you willing to pay for $ISRG https://twitter.com/i/web/status/2017747473394241987 https://twitter.com/i/web/status/2017747473394241987" [X Link](https://x.com/WillBiddy_/status/2017747473394241987) 2026-01-31T23:51Z [---] followers, [----] engagements "$V (Visa) and $MA (Mastercard) are two of the most dominant companies in the world. They're two tollbooths on the world-wide economy. Which one will perform better going forward Visa is slightly cheaper in terms of Forward EV/FCF. [-----] for $V [-----] for $MA However $MA is growing faster than $V. CAGR over last [--] years: $V revenue: 11.9% $V FCF/share: 14.9% $MA revenue: 13.8% $MA FCF/share: 19.6% I'm riding with Mastercard which bet are you making between these two juggernauts Visuals provided by @fiscal_ai Link to sign up in my bio https://twitter.com/i/web/status/2017765452009570393" [X Link](https://x.com/WillBiddy_/status/2017765452009570393) 2026-02-01T01:02Z [---] followers, 10.2K engagements "@Ashton_1nvests I think $MA $V and $ADBE are flying under the radar right in plain sight rn" [X Link](https://x.com/WillBiddy_/status/2017788059073331440) 2026-02-01T02:32Z [---] followers, [---] engagements "@MoInvestingHQ @qualtrim Close 2nd to $SPGI and $MCO" [X Link](https://x.com/WillBiddy_/status/2017980522123718719) 2026-02-01T15:17Z [---] followers, [--] engagements "I viewed stocks similar to this when I first started in [----]. I now will only buy a stock that I plan on holding for years and years. Investing in things you want to eventually sell cost you more in taxes and at that point youre just speculating and not truly investing. This is why deep research and full understanding of what you own is the most important thing to investing imho Youre so young though the best thing youre doing is getting started. You will learn so so much over time. Keep going CG10 https://twitter.com/i/web/status/2018025651530289238" [X Link](https://x.com/WillBiddy_/status/2018025651530289238) 2026-02-01T18:16Z [---] followers, [---] engagements "$INTU is down 39% from ATH last seen in July [----]. Intuit has some of the most essential and impressive software in the world. Growing revenues at 17% YoY EPS at 42% YoY FCF/share at 23% YoY. Yet its priced at a [--] FWD P/E and a FCF yield of 3.1% after SBC. Is disruption coming for the SAAS powerhouse or is this a screaming buy $INTU https://twitter.com/i/web/status/2018099795005775887 https://twitter.com/i/web/status/2018099795005775887" [X Link](https://x.com/WillBiddy_/status/2018099795005775887) 2026-02-01T23:11Z [---] followers, [----] engagements "$CPRT Copart Inc. is one of the most slept on compounding machines in the markets today. It has grown FCF/share 20% CAGR over the past [--] and its currently selling at it's lowest EV/FCF during the period. Wide moat market leader with growing market share in a duopoly in used vehicle remarketing and auction services holding 40% market share. Wide moat Sectoral tailwinds Long runway of organic growth High margins and a great discount in the current valuation. I'm eyeing $CPRT Are you https://twitter.com/i/web/status/2018150378202665333 https://twitter.com/i/web/status/2018150378202665333" [X Link](https://x.com/WillBiddy_/status/2018150378202665333) 2026-02-02T02:32Z [---] followers, [---] engagements "$DUOL Duolingo is the large leader in online language learning and is growing market share rapidly. The fundamentals of the business are truly skyrocketing up and to the right FCF/share daily users and paid subscribers all up close to 50% CAGR over the last few years. The company is now selling as if its a slow grower/dying business I believe Duolingo will continue to dominate and be a great investment for the coming years. What is your take $DUOL https://twitter.com/i/web/status/2018308923233898711 https://twitter.com/i/web/status/2018308923233898711" [X Link](https://x.com/WillBiddy_/status/2018308923233898711) 2026-02-02T13:02Z [---] followers, [----] engagements "Really considering $CPRT as an add to the portfolio. Would diversify me away from my super tech and financials heavy portfolio while still being in an incredibly high margin wide moat and monopolistic business. EV/EBIT lowest we've seen since [----] bottom Operating margins close to 40% Profit margins 35% ROIC 30% Revenues have slowed in the short term due to cyclicality in the insurance total-loss volumes however this should come back to normal in the coming quarters/years. Would you rather own $CPRT at $40 or $PYPL at $50 https://twitter.com/i/web/status/2018426173265428729" [X Link](https://x.com/WillBiddy_/status/2018426173265428729) 2026-02-02T20:47Z [---] followers, [---] engagements "@CarsonTalkMoney sucks for stock prices to go down. Report wasn't that bad though Goodluck on your next pick Carson" [X Link](https://x.com/WillBiddy_/status/2018674627023692110) 2026-02-03T13:15Z [---] followers, [---] engagements "3) Intuitive Surgical Incredibly high quality company with one of the widest moats in the market and exponential growth as they expand their total installments worldwide. Leading the way in robotic assisted surgeries saving lives and giving back to shareholders simultaneously. [--] Year base case= 8.5% https://twitter.com/i/web/status/2018680330287300722 https://twitter.com/i/web/status/2018680330287300722" [X Link](https://x.com/WillBiddy_/status/2018680330287300722) 2026-02-03T13:37Z [---] followers, [--] engagements "$DUOL is a buy $ADBE is a buy $SPGI is a buy $PYPL is a buy $INTU is a buy $META is a buy $CPRT is a buy $NFLX is a buy" [X Link](https://x.com/WillBiddy_/status/2018721851896439138) 2026-02-03T16:22Z [---] followers, [----] engagements "@HolySmokas This is the correct take report was fine. I wasnt a fan of Alex at PayPal I think every dollar should be put into buybacks instead of Will Ferrell" [X Link](https://x.com/WillBiddy_/status/2018767355216597118) 2026-02-03T19:23Z [---] followers, [---] engagements "@dividendology Theres way too many $ADBE $INTU $NFLX $ADBE $DUOL $TOST $SPGI $ADBE $FICO $CPRT $ADBE $ADBE" [X Link](https://x.com/WillBiddy_/status/2018849507946172644) 2026-02-04T00:50Z [---] followers, [----] engagements "@Ashton_1nvests $ADBE $DUOL" [X Link](https://x.com/WillBiddy_/status/2018859381186777337) 2026-02-04T01:29Z [---] followers, [---] engagements "$SPOT Spotify was seen as a darling up until Claude decided to put every SaaS company out of business single handedly. Really unfortunate news for Spotify as they would have been straight up and to the right if they didn't go out of business" [X Link](https://x.com/WillBiddy_/status/2019022877362987137) 2026-02-04T12:19Z [---] followers, [----] engagements "I'M GOING SHOPPING RIGHT NOW. ADDED TO: $ADBE [--] shares $META [--] share $SPGI [--] share $DUOL [--] shares $NFLX [--] shares NEW POSITIONS: $INTU [--] shares $UBER [--] shares (waiting for open will add [--] more if it continues to trade down) $SPOT [--] shares $VOO has been held up by the ai build out stocks skyrocketing so far this year meanwhile the best business models in the world are selling off because supposedly Anthropic is taking over every single one of them. Pivoted my $VOO into bets that I believe will drastically outperform the market over the coming years. WE SHALL SEE" [X Link](https://x.com/WillBiddy_/status/2019038996609868005) 2026-02-04T13:23Z [---] followers, [----] engagements "Just made the market average for a year in $UBER in one hour lol" [X Link](https://x.com/WillBiddy_/status/2019044547133853728) 2026-02-04T13:45Z [---] followers, [----] engagements "@fiscorainvest $ADBE $ADP $SPOT" [X Link](https://x.com/WillBiddy_/status/2019079108186013997) 2026-02-04T16:02Z [---] followers, [---] engagements "$INTU is a company I've had on my radar for over a year now. Finally entered this morning. Anything stand out here" [X Link](https://x.com/WillBiddy_/status/2019081084193964444) 2026-02-04T16:10Z [---] followers, [---] engagements "If you had to all in a SaaS stock without selling for the next [---] days which one would you pick $INTU $ADBE $NOW $CSU Intuit Adobe Constellation Software ServiceNow Intuit Adobe Constellation Software ServiceNow" [X Link](https://x.com/WillBiddy_/status/2019085048578773412) 2026-02-04T16:26Z [---] followers, [----] engagements "$GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E" [X Link](https://x.com/WillBiddy_/status/2019161140173865425) 2026-02-04T21:28Z [---] followers, 71.1K engagements "@TheAbomNoMan Me included 🤓" [X Link](https://x.com/WillBiddy_/status/2019172888733982987) 2026-02-04T22:15Z [---] followers, [----] engagements "@BrianSOTELI I like $CRM Havent done enough work on $AXON or $MNDY to have an opinion" [X Link](https://x.com/WillBiddy_/status/2019232195819286895) 2026-02-05T02:10Z [---] followers, [---] engagements "Yes $GOOGL is a buy today for long term investors. 5-6 years from now this will be a $10T company. Bookmark it $GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E $GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E" [X Link](https://x.com/WillBiddy_/status/2019423952557514806) 2026-02-05T14:52Z [---] followers, [----] engagements "Why wouldn't $AMZN work from here Basically lowest P/E we've ever been offered for the company and EPS is straight up and to the right rapidly quarter after quarter. I'd like to enter if we see a post earnings dip" [X Link](https://x.com/WillBiddy_/status/2019487825096290586) 2026-02-05T19:06Z [---] followers, [---] engagements "$AMZN has [--] high margin business segments in AWS Advertising and Subscriptions. All three are growing at an extremely fast rate while I also expect to see margin expansion in their core e-commerce business over the coming decade with further implementation of robotics. This company is now only up around 20% over the past FIVE years while compounding at a very fast clip. Hard to ignore Amazon around $200. https://twitter.com/i/web/status/2019605466196910591 https://twitter.com/i/web/status/2019605466196910591" [X Link](https://x.com/WillBiddy_/status/2019605466196910591) 2026-02-06T02:54Z [---] followers, [----] engagements "If I had to BUY or SELL all of the MAG7 and hold for 5+ years. I would: SELL $TSLA BUY $GOOGL BUY $MSFT SELL $NVDA BUY $META SELL $APPL BUY $AMZN" [X Link](https://x.com/WillBiddy_/status/2019766085298384944) 2026-02-06T13:32Z [---] followers, [----] engagements "I think $NVDA is an amazing company and the valuation isnt bad at all however I think they have a much narrower moat than the companies I would buy especially looking [--] years out. All of their biggest customers are actively trying to replace them with their own chips so I just see a lot more risks with them long term" [X Link](https://x.com/WillBiddy_/status/2019772897212981298) 2026-02-06T13:59Z [---] followers, [---] engagements "@Quantmarket I think its most likely a good buy today for sure but if I had to be on one side of the fence Id personally just stay away. I hope its a great investment for you my friend" [X Link](https://x.com/WillBiddy_/status/2019782927777755575) 2026-02-06T14:39Z [---] followers, [--] engagements "@0xtechquity I wish we would see a sell off in $ISRG so bad" [X Link](https://x.com/WillBiddy_/status/2019783445082226858) 2026-02-06T14:41Z [---] followers, [--] engagements "$PYPL is a buy Sorry 🤷♂" [X Link](https://x.com/WillBiddy_/status/2019898286707007704) 2026-02-06T22:17Z [---] followers, [---] engagements "If you had to all in one stock and you couldnt sell it for [--] years which stock would you pick My top [--] picks would be $MA $META or $GOOGL Im leaning $MA though" [X Link](https://x.com/WillBiddy_/status/2020014005327393132) 2026-02-07T05:57Z [---] followers, [----] engagements "@FinanceJack44 I much prefer A even though idk much at all about Zeta I think [--] of the [--] widest moats are in A which will outperform the lesser moat companies by a lot long term if that stays the same" [X Link](https://x.com/WillBiddy_/status/2020151383391883637) 2026-02-07T15:03Z [---] followers, [---] engagements "What stocks are you researching this weekend" [X Link](https://x.com/WillBiddy_/status/2020172549162955035) 2026-02-07T16:27Z [---] followers, [----] engagements "@Mithrandir_Fund Love $ASML and $FICO would love to enter a position on both one day. Have never spent too much time on $FTNT although it seems to be quality from the outside looking in" [X Link](https://x.com/WillBiddy_/status/2020174307196817714) 2026-02-07T16:34Z [---] followers, [---] engagements "@FinanceJack44 I finally started a $UBER position last week and I absolutely love the moat of $WM Two great companies in my eyes Jack let me know if you find anything concerning or exciting about either one of them" [X Link](https://x.com/WillBiddy_/status/2020176635253719094) 2026-02-07T16:43Z [---] followers, [--] engagements "I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here" [X Link](https://x.com/WillBiddy_/status/2020180183492313426) 2026-02-07T16:57Z [---] followers, 20.9K engagements "Running through my blueprint again today for $INTU (Started a small position last week) I see no red flags. We got an amazing discount thanks to my good friend Claude yet I view it as impossible for AI to disrupt the likes of Quick books with its immense network effects switching costs and reliance that small businesses and their accountants have on the product. I see a tough battle for AI to disrupt Credit Karma's massive network effects and brand trust in the personal finance space. It would take years/decades for someone to invade on Turbo Tax as it has immense data integration for" [X Link](https://x.com/WillBiddy_/status/2020186354932675012) 2026-02-07T17:22Z [---] followers, [----] engagements "@CarsonTalkMoney I view $ADBE as one of the widest moat SAAS companies out there for the long term maybe behind $INTU I couldnt do it" [X Link](https://x.com/WillBiddy_/status/2020187610665349624) 2026-02-07T17:27Z [---] followers, [---] engagements "@segen1971 Love the Copart pick" [X Link](https://x.com/WillBiddy_/status/2020209708435681500) 2026-02-07T18:55Z [---] followers, [--] engagements "@nataninvesting $ISRG is an unbelievably strong business imo" [X Link](https://x.com/WillBiddy_/status/2020256942229184962) 2026-02-07T22:02Z [---] followers, [---] engagements "Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST Google Intuit Toast Spotify Google Intuit Toast Spotify" [X Link](https://x.com/WillBiddy_/status/2020288703055171989) 2026-02-08T00:08Z [---] followers, [----] engagements "@justsomeguy1020 I think Adobe has a substantial moat but I would definitely put it under meta. I could see it in line with googles moat personally" [X Link](https://x.com/WillBiddy_/status/2020365291923054649) 2026-02-08T05:13Z [---] followers, [---] engagements "Id rank them 1) $SPGI 9.5/10 2) $MA 9.5/10 3) $META 9.5/10 4) $GOOGL 8.5/10 5) $ADBE 8.5/10 I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here" [X Link](https://x.com/WillBiddy_/status/2020368717746679809) 2026-02-08T05:26Z [---] followers, [----] engagements "@CGInvesting10 Apple will continue to compound for you but I also think most of the MAG7 are great buys for the long term today. I would exclude $TSLA and $NVDA personally" [X Link](https://x.com/WillBiddy_/status/2020370946637623475) 2026-02-08T05:35Z [---] followers, [---] engagements "@Mithrandir_Fund Acquisition of IHS market they did a lot of it through shares" [X Link](https://x.com/WillBiddy_/status/2020511003763441942) 2026-02-08T14:52Z [---] followers, [--] engagements "How exactly will AI disrupt S&P global. I understand the take where people who arent too in touch with the professional content creation scene believe that Adobe will be replaced by AI (not happening) but I think it is 100% impossible for AI to even get past regulation to attempt to invade S&Ps moat https://twitter.com/i/web/status/2020526184480591933 https://twitter.com/i/web/status/2020526184480591933" [X Link](https://x.com/WillBiddy_/status/2020526184480591933) 2026-02-08T15:52Z [---] followers, [--] engagements "I wish X would focus more on investing. The investing realm on this app is 95% gamblers. No one is looking for a business to buy and hold for their lifetime. Theyre looking for an edge to make a short-mid term gain and you can tell how they react when something goes wrong the freak the hell out Truly sad to see" [X Link](https://x.com/WillBiddy_/status/2020527404528054556) 2026-02-08T15:57Z [---] followers, [---] engagements "@QualityAtScale_ Give me all the $INTU" [X Link](https://x.com/WillBiddy_/status/2020611605474484435) 2026-02-08T21:32Z [---] followers, [--] engagements "Make sure you know everything there is to know about your current holdings before you begin looking for new opportunities in the market. Spending at least my 20th weekend looking into $ADBE yet again" [X Link](https://x.com/WillBiddy_/status/2020614428211945522) 2026-02-08T21:43Z [---] followers, [---] engagements "I rarely see people talking about Pricing power on here. If a business is so valuable to its customers where it can raise prices above inflation without losing customers it gives it an insane advantage especially over long periods of time" [X Link](https://x.com/WillBiddy_/status/2020618861239038078) 2026-02-08T22:00Z [---] followers, [---] engagements "Instead of watching this boring ass super bowl Im reading an updated The Intelligent Investor that adds some additional updated context after each chapter by Jason Zweig and this really stood out to me. Ive fell victim to this allowing a stock that I spent a lot of time on become solved in my mind however I looked past a lot of flaws in the business. Now luckily it was $AMD and I exited above $200 a share in October. However I see this EVERY DAY on X where people do a little research on a stock and they become attached to it and fail to continue evaluating the business because they think they" [X Link](https://x.com/WillBiddy_/status/2020688032609735020) 2026-02-09T02:35Z [---] followers, [---] engagements "@KoyfinCharts $CPRT $ISRG two of the widest moats Ive ever discovered and Ive seen little to no coverage on X about either one" [X Link](https://x.com/WillBiddy_/status/2020689670309343266) 2026-02-09T02:42Z [---] followers, [---] engagements "Another massive earnings week for me I'm watching $SPOT and $SPGI before the bell on Tuesday and $TOST after the bell on Thursday" [X Link](https://x.com/WillBiddy_/status/2020846218361069718) 2026-02-09T13:04Z [---] followers, [---] engagements "@1000xStocks $SPGI snub" [X Link](https://x.com/WillBiddy_/status/2020863121217180027) 2026-02-09T14:11Z [---] followers, [--] engagements "@Hap0606 I think all [--] are at a great price today" [X Link](https://x.com/WillBiddy_/status/2020920906466590772) 2026-02-09T18:01Z [---] followers, [--] engagements "$NFLX already has great pricing power. Wait until they get the $WBD deal through" [X Link](https://x.com/WillBiddy_/status/2020965840003219716) 2026-02-09T20:59Z [---] followers, [----] engagements "$INTU deep dive coming soon stay tuned Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST" [X Link](https://x.com/WillBiddy_/status/2021014493304848400) 2026-02-10T00:12Z [---] followers, [---] engagements "This will continue to accelerate over time $NFLX $NFLX already has great pricing power. Wait until they get the $WBD deal through $NFLX already has great pricing power. Wait until they get the $WBD deal through" [X Link](https://x.com/WillBiddy_/status/2021020947353043091) 2026-02-10T00:38Z [---] followers, [----] engagements "$INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇" [X Link](https://x.com/WillBiddy_/status/2021042662930026545) 2026-02-10T02:04Z [---] followers, [----] engagements "Intuit Business Segments: Global Business Solutions (QuickBooks/MailChimp) -TTM Revenue: $11.5B -TTM Revenue Growth: 18.4% -Operating Margin: 76% Consumer (TurboTax) -TTM Revenue: $4.9B -TTM Revenue Growth: 10.3% -Operating Margin: 78% Credit Karma -TTM Revenue: $2.4B -TTM Revenue Growth: 30.8% -Operating Margin: 37% and growing https://twitter.com/i/web/status/2021042666369077573 https://twitter.com/i/web/status/2021042666369077573" [X Link](https://x.com/WillBiddy_/status/2021042666369077573) 2026-02-10T02:04Z [---] followers, [---] engagements "QuickBooks Small Business: -What started as a simple bookkeeping tool for small/medium businesses has now transformed into a comprehensive AI-guided operating system for businesses of all shape and size. QuickBooks helps with Payroll Payments Marketing via Mailchimp and Accounting all within one suite. -This business is designed for companies to integrate QuickBooks into a business's everyday operations as well as accounting practices entrenching the QuickBooks software into the day to day of every business that decides to go with Intuit. The stickiness of this business into the operations of" [X Link](https://x.com/WillBiddy_/status/2021042671016378766) 2026-02-10T02:04Z [---] followers, [--] engagements "Intuit TurboTax: -TurboTax is the leading tax filing platform across the U.S. helping consumers easily do their taxes with prices ranging from free to $150. They have DIY options as well as assisted filing services that make filing easy and efficient for all consumer types. -As of this year they have integrated their Intuit Assist AI agent that is embedded between Credit Karma and Turbo Tax that aims to have 80% of your tax return ready before tax season even begins Their goal is to use their wide network and slate of tools to further increase the value of the TurboTax offering by providing" [X Link](https://x.com/WillBiddy_/status/2021042676972277977) 2026-02-10T02:04Z [---] followers, [--] engagements "Credit Karma: -Credit Karma is the smallest of the three however it has the fastest growth rate and is probably my favorite business model of the three. -Credit Karma is a three sided market place that joins members financial partners and intuit through a three sided network effect that contributes more and more value to all three parties. It provides credit scores and data to the consumer for free while at the same time giving them recommendations to financial services such as loans credit cards insurance policies and other services. When Credit Karma brings a financial institution business" [X Link](https://x.com/WillBiddy_/status/2021042681200168970) 2026-02-10T02:04Z [---] followers, [--] engagements "Management: -CEO Sasan Goodarzi has served his position since January [----] and has been with the company since [----]. Since taking over he has transformed the business from a standard tax and accounting software firm into a global AI-driven financial technology platform with an extremely wide moat. -He has lead the company through two incredible acquisitions already in his somewhat short tenure as CEO with Credit Karma in [----] and Mailchimp in [----] paying a total of $7B for Credit Karma and $12B for Mailchimp. His goal with these two acquisitions was to make their network of platforms one" [X Link](https://x.com/WillBiddy_/status/2021042685226721398) 2026-02-10T02:04Z [---] followers, [--] engagements "Valuation of $INTU: -Over the trailing twelve months we have seen revenue grow over 17% FCF per share grow close to 24% and EPS grow 42%. I believe the company will grow revenues around 15% annually while improving EPS and FCF per share closer to 20% over the coming decade. -With these very dull growth assumptions the company should without a doubt be trading at a FCF multiple of 4%. Assuming 20% FCF per share growth and a 4% FCF yield we are looking at 26.5% returns annually over the next [--] years. $INTU has a great chance of beating these FCF per share growth rates by growing closer to 25%" [X Link](https://x.com/WillBiddy_/status/2021042687982403630) 2026-02-10T02:05Z [---] followers, [---] engagements "As always please do your own research before allocating capital into any business However I hope this was insightful and now makes sense as to why I am extremely bullish on Intuit as a long term investment despite the recent sell off in share price. I believe this is a compounding machine by all definitions of the term and would love to hear your counter arguments to this thesis. Let me know which company you want me to do a deep dive on next in the comments and thank you for reading this far https://twitter.com/i/web/status/2021042690633150718" [X Link](https://x.com/WillBiddy_/status/2021042690633150718) 2026-02-10T02:05Z [---] followers, [--] engagements "@WideMoatCzar I think Google has some business segments with very narrow moats. Adobe's moat around professionals in the content creation space is insurmountable which is around 70% of their customers" [X Link](https://x.com/WillBiddy_/status/2021043818439868497) 2026-02-10T02:09Z [---] followers, [---] engagements "@fiscorainvest I think they have an incredible opportunity and every quarter/year that they continue to gain market share I think it further builds up their moat by becoming the go to for all small to mid sized restaurants similar to Intuits QuickBooks honestly but on a smaller scale" [X Link](https://x.com/WillBiddy_/status/2021048479888392456) 2026-02-10T02:28Z [---] followers, [---] engagements "@christovdmerwe4 I wouldnt agree with that I think Intuit is far more embedded but I do think Uber has a solid moat" [X Link](https://x.com/WillBiddy_/status/2021048987449520419) 2026-02-10T02:30Z [---] followers, [---] engagements "$SPGI being sold off due to weakness in their Market Intelligence business while the two highest margin business segments (ratings and indices) are absolutely crushing it. The guide was a little weak but Im curious if the implications of the mobility spinoff are good reasoning for the guide to come in soft. Im gonna add one share here and then listen to what they have to say on the call https://twitter.com/i/web/status/2021209010716741961 https://twitter.com/i/web/status/2021209010716741961" [X Link](https://x.com/WillBiddy_/status/2021209010716741961) 2026-02-10T13:05Z [---] followers, [----] engagements "$DUOL sighting front page 🤓" [X Link](https://x.com/WillBiddy_/status/2021216365282025509) 2026-02-10T13:35Z [---] followers, [---] engagements "Thesis is still fully in tact by the way $SPGI S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv" [X Link](https://x.com/WillBiddy_/status/2021227167309242628) 2026-02-10T14:18Z [---] followers, [----] engagements "@Hap0606 Still at a very fair price Ive been adding all the way down from $500" [X Link](https://x.com/WillBiddy_/status/2021238663867257022) 2026-02-10T15:03Z [---] followers, [--] engagements "@Hap0606 I love $MSCI as well. The index business is one of the best in the world. Only reason I own $SPGI instead is because I also get the credit rating business which is also amazing. But yes theyre both super dominant similar to Visa and Mastercard imo" [X Link](https://x.com/WillBiddy_/status/2021240081458102428) 2026-02-10T15:09Z [---] followers, [---] engagements "@themomentumplay I do not care how a stock moves over the course of one month or one year even. In fact this stock going down is increasing my future returns and lowering my risk as I get to lower my average AND the company is buying back a ton of shares constantly" [X Link](https://x.com/WillBiddy_/status/2021255802657317315) 2026-02-10T16:11Z [---] followers, [--] engagements "@novocainer @themomentumplay If the stock price were to do bad forever. They would simply buy back all of the shares and return all of the cash flow to the remaining investors through dividends. Stock price is 5% or less of investing" [X Link](https://x.com/WillBiddy_/status/2021262737142079956) 2026-02-10T16:39Z [---] followers, [--] engagements "@novocainer @themomentumplay Were talking about S&P global. Also Adobe can issue a dividend whenever they want to" [X Link](https://x.com/WillBiddy_/status/2021278114035155002) 2026-02-10T17:40Z [---] followers, [--] engagements "$INTU -3% 🤑 $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf" [X Link](https://x.com/WillBiddy_/status/2021292780853535145) 2026-02-10T18:38Z [---] followers, [----] engagements "Invest in what you know Does not mean invest in products/services that you use or are familiar with. It means invest into BUSINESSES that you know. These are two extremely different things" [X Link](https://x.com/WillBiddy_/status/2021299712570065286) 2026-02-10T19:06Z [---] followers, [---] engagements "What stock in your portfolio do you think you will hold for the longest time For me I could see myself holding $SPGI or $MA potentially forever" [X Link](https://x.com/WillBiddy_/status/2021330295115432177) 2026-02-10T21:07Z [---] followers, [----] engagements "$HOOD will most likely be the company that I end up selling out of my portfolio next. Business is going in so many directions its hard for me to keep up with and project into the future at this point" [X Link](https://x.com/WillBiddy_/status/2021360462848528572) 2026-02-10T23:07Z [---] followers, [---] engagements "Last few times Ive checked the brokerage account it seems like $ADBE is in the red. Another red day today as this one cannot catch a bid Long term investors will be rewarded With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this" [X Link](https://x.com/WillBiddy_/status/2021361783014113716) 2026-02-10T23:12Z [---] followers, [----] engagements "@SayNoToTrading @gurufocus $MSCI is an incredible business as the indices business is one of the best Ive ever personally came across. Simply dont own it due to $SPGI exposure but would add it we see an even bigger dip" [X Link](https://x.com/WillBiddy_/status/2021364203974696982) 2026-02-10T23:22Z [---] followers, [---] engagements "I think I might be the only person with an X account that doesnt have a $ZETA position at this point Hope its a good investment for everyone" [X Link](https://x.com/WillBiddy_/status/2021365178378617278) 2026-02-10T23:26Z [---] followers, [---] engagements "@segen1971 I really like the index business. I would own moodys if I couldnt own SPGI I just wanted exposure to both ratings and indices and SP global gives me both is my simple answer" [X Link](https://x.com/WillBiddy_/status/2021369242072006793) 2026-02-10T23:42Z [---] followers, [---] engagements "@ManuInvests Youll do just fine the moat around indices and ratings is going nowhere anytime soon" [X Link](https://x.com/WillBiddy_/status/2021384168681373762) 2026-02-11T00:41Z [---] followers, [---] engagements "@Quantmarket Yeah hard to ever know what will happen short term in the market. I do know one day it will rerate and in the meantime theyre buying back a ton of shares" [X Link](https://x.com/WillBiddy_/status/2021397920164319699) 2026-02-11T01:36Z [---] followers, [--] engagements "Just listening to the $SPOT conference call and they said something that kind of caught me off guard. Theyre the leader in music globally (and are by far the best of the best) yet less than 10% of the world uses Spotify. I can easily see a world where 25%+ of the world uses Spotify on a monthly basis. Insane market share still to capture as the entire world enjoys music https://twitter.com/i/web/status/2021419214465052791 https://twitter.com/i/web/status/2021419214465052791" [X Link](https://x.com/WillBiddy_/status/2021419214465052791) 2026-02-11T03:01Z [---] followers, [---] engagements "$SPOT This morning I saw some people worried about slowed growth in premium users (11% TTM). This is what CEO Alex Norstrm said on this matter. He believes that as long as they're driving total engagement in the right direction that somewhere down the line the subscriber growth will eventually kick into full effect. I love the direction that $SPOT is headed. This was probably my favorite conference call I've had the chance to listen to so far this earnings season I highly recommend checking it out https://twitter.com/i/web/status/2021431963500913050" [X Link](https://x.com/WillBiddy_/status/2021431963500913050) 2026-02-11T03:51Z [---] followers, [---] engagements "$SPGI is down 20% YTD. It's viewed as a high moat stronghold especially around the ratings business however look how slow the Ratings business has been growing top line compared to the rest of the company. This would be seen as a concern to most if you didn't understand the fact that debt ratings are piling up on the sidelines for years now while S&P Global and $MCO Moody's are patiently waiting at the tollbooth. https://twitter.com/i/web/status/2021557831778869681 https://twitter.com/i/web/status/2021557831778869681" [X Link](https://x.com/WillBiddy_/status/2021557831778869681) 2026-02-11T12:12Z [---] followers, [----] engagements "@tdearling @grok Yes also a true compounder no doubt" [X Link](https://x.com/WillBiddy_/status/2021563536334614928) 2026-02-11T12:34Z [---] followers, [--] engagements "@FinanceJack44 Hot take $TSLA at $113 wasnt very cheap at all" [X Link](https://x.com/WillBiddy_/status/2021594315256959243) 2026-02-11T14:36Z [---] followers, [---] engagements "Valuation is the very last thing I look at for an investment as I focus long term. For example if meta grows at 15% EPS per year for the next ten years and Adobe grows at 12% per year for the next ten years. From todays prices meta would be at a [---] P/E and Adobe at a [---] P/E which is a very very small difference in the long term returns. The by far most important thing is the moat. The wider the moat the more likely you will see steady and consistent growth for long periods of time https://twitter.com/i/web/status/2021601163968147615 https://twitter.com/i/web/status/2021601163968147615" [X Link](https://x.com/WillBiddy_/status/2021601163968147615) 2026-02-11T15:04Z [---] followers, [--] engagements "Another [--] Week low for $ADBE Pretty much have to take this one for consideration people With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high" [X Link](https://x.com/WillBiddy_/status/2021601521050255606) 2026-02-11T15:05Z [---] followers, [----] engagements "Fresh [--] week lows for $INTU as well today. Im adding 👇 $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇" [X Link](https://x.com/WillBiddy_/status/2021601758418481161) 2026-02-11T15:06Z [---] followers, [---] engagements "Oh the market is flat today thats interesting Software is officially going to ZERO 🤓☝" [X Link](https://x.com/WillBiddy_/status/2021612552992518473) 2026-02-11T15:49Z [---] followers, [----] engagements "Welcome to the team @BillAckman $META is a phenomenal opportunity for long term investors" [X Link](https://x.com/WillBiddy_/status/2021624723709583458) 2026-02-11T16:37Z [---] followers, [--] engagements "@Ashton_1nvests $ADBE is hard to ignore. Such a wide moat combined with nice growth and a low evaluation. Always know what you own though here's a brief recap of my Adobe thesis. https://x.com/WillBiddy_/status/2012032347701723583s=20 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 https://x.com/WillBiddy_/status/2012032347701723583s=20 With Adobe $ADBE stock" [X Link](https://x.com/WillBiddy_/status/2021627756828930250) 2026-02-11T16:49Z [---] followers, [---] engagements "@adymitruk I'm waiting for the AI disruption to happen Only thing being disrupted is the sentiment around the stock due to insane fears over AI" [X Link](https://x.com/WillBiddy_/status/2021630336099324006) 2026-02-11T17:00Z [---] followers, [--] engagements "I constantly research businesses. I add the highest of quality ones to my watchlist. The ones that I think are nearly perfect and can't be disrupted. I've never seen more of them severely undervalued than I see today. $META $INTU $ADBE $FICO $SPGI $MCO $AMZN $MSFT $UBER $CPRT If you have cash on the sidelines now is a phenomenal time to put that cash to use in my honest opinion https://twitter.com/i/web/status/2021632845966361061 https://twitter.com/i/web/status/2021632845966361061" [X Link](https://x.com/WillBiddy_/status/2021632845966361061) 2026-02-11T17:10Z [---] followers, [----] engagements "@goooonnney $DUOL $ADBE $META $INTU $UBER" [X Link](https://x.com/WillBiddy_/status/2021636837140541751) 2026-02-11T17:25Z [---] followers, [---] engagements "@ThinknStocks $MSCI should be on the list thats my fault Im sure I missed another one I was just thinking off the top of my head" [X Link](https://x.com/WillBiddy_/status/2021638231864086661) 2026-02-11T17:31Z [---] followers, [---] engagements "@CGInvesting10 The ones I see most are $ZETA $SOFI $AMD $IREN $HOOD" [X Link](https://x.com/WillBiddy_/status/2021639133106676194) 2026-02-11T17:35Z [---] followers, [---] engagements "@Dividend_Dollar $TOST is incredibly cheap today. Love $META also" [X Link](https://x.com/WillBiddy_/status/2021649368114508067) 2026-02-11T18:15Z [---] followers, [---] engagements "Its officially been one month since I decided to start posting on X as well as YouTube. Already at [---] X followers The YouTube is lagging far far behind (as expected) Check it out if you havent already link in my bio" [X Link](https://x.com/WillBiddy_/status/2021655704768327973) 2026-02-11T18:40Z [---] followers, [---] engagements "If you had this same thought process on every speculative asset (bitcoin ethereum Pokmon cards Lego sets fine arts wines etc.) youd have a lot of risk and a lot of upside. At the end of the day all of it is speculating and gambling. The goal is to bat as close to [----] as you possibly can. There are plenty of reasonable upside swings with equities and ETFs that actually hold intrinsic value to outperform gamblers long term https://twitter.com/i/web/status/2021659740766384213 https://twitter.com/i/web/status/2021659740766384213" [X Link](https://x.com/WillBiddy_/status/2021659740766384213) 2026-02-11T18:56Z [---] followers, [---] engagements "@QualCompounders Yes there are fears that Claude will compete heavily with their market intelligence and commodity insights businesses. I think it is very very unlikely that the ever enter that space" [X Link](https://x.com/WillBiddy_/status/2021688438974534068) 2026-02-11T20:50Z [---] followers, [--] engagements "@QualCompounders Thats for sure especially for ratings they do have other competitors in some business segments (like market intelligence and commodities) but the ratings and index business are two of the widest moats I know of" [X Link](https://x.com/WillBiddy_/status/2021689687237132418) 2026-02-11T20:55Z [---] followers, [--] engagements "New video on $DUOL out now on my YouTube Link in my bio check it out 🫡" [X Link](https://x.com/WillBiddy_/status/2021698790370021484) 2026-02-11T21:32Z [---] followers, [---] engagements "@Miko_Invest 🫡" [X Link](https://x.com/WillBiddy_/status/2021709278151692540) 2026-02-11T22:13Z [---] followers, [--] engagements "@FinanceJack44 What are your thoughts on their biggest customers (Google Amazon Microsoft Meta) actively working on reducing their reliance on Nvidia and AMD This is why I sold out of the company as its an extremely murky outlook in the future in an already very competitive field" [X Link](https://x.com/WillBiddy_/status/2021713112282390620) 2026-02-11T22:29Z [---] followers, [--] engagements "Well the AMD guide was definitely weak and we already saw multiple players in the back end of [--] say they were going to be going with either Google or Amazon or whatever due to costs. I think personally we saw Nvidia and AMD have such a head start that they were able to price whatever theyd like and now there are so many new entrants into the market and the fact that theyre the biggest companies with the best talent and most money in the world its not great for them. Even if Nvidia and AMD arent disrupted if they had to cut prices by 10-30% it could cut that growth in profits in half over the" [X Link](https://x.com/WillBiddy_/status/2021716815798325654) 2026-02-11T22:43Z [---] followers, [--] engagements "https://youtu.be/tCi4W6LbdY4si=Vu8j9T7rSVBj0GlG https://youtu.be/tCi4W6LbdY4si=Vu8j9T7rSVBj0GlG" [X Link](https://x.com/WillBiddy_/status/2021717425842987241) 2026-02-11T22:46Z [---] followers, [---] engagements "What is protecting every other chip maker from doing the exact same thing AMD is doing with due time is my real question. I see no switching costs network effects brand strength patents or brands that protect AMD in the coming years. I see it as a company who has to spend immensely to keep their 2nd place spot. If the AI cycle slows in the coming years or they lose any market share they will slow down incredibly fast https://twitter.com/i/web/status/2021723309923053964 https://twitter.com/i/web/status/2021723309923053964" [X Link](https://x.com/WillBiddy_/status/2021723309923053964) 2026-02-11T23:09Z [---] followers, [--] engagements "@FindleysFinance @Ashton_1nvests He cant buy them all" [X Link](https://x.com/WillBiddy_/status/2021734347435397492) 2026-02-11T23:53Z [---] followers, [--] engagements "@jakobe0909 Monster company" [X Link](https://x.com/WillBiddy_/status/2021747345222750582) 2026-02-12T00:45Z [---] followers, [--] engagements "Tomorrow we get the $TOST ER after hours. I love the trajectory and plan of this business to capture the entire market for small and mid sized restaurants. Two key things I'm eyeing for the report is Operating margins to tick up again and for subscription revenues to continue climbing closer to 45% YoY. https://twitter.com/i/web/status/2021755574178771300 https://twitter.com/i/web/status/2021755574178771300" [X Link](https://x.com/WillBiddy_/status/2021755574178771300) 2026-02-12T01:17Z [---] followers, [---] engagements "My median [--] year expected returns for every stock in my portfolio: (Reminder: projections mean absolutely nothing if the moat doesnt hold up) $ADBE: 26% CAGR $MA: 19% CAGR $META: 25% CAGR $GOOGL: 20% CAGR $SPGI: 18% CAGR $DUOL: 38% CAGR $NFLX: 18% CAGR $PYPL: 33% CAGR $INTU: 27% CAGR $SPOT: 16% CAGR $TOST: 21% CAGR $HOOD: 18% CAGR $UBER:27% CAGR https://twitter.com/i/web/status/2021777883258102144 https://twitter.com/i/web/status/2021777883258102144" [X Link](https://x.com/WillBiddy_/status/2021777883258102144) 2026-02-12T02:46Z [---] followers, [----] engagements "Drawing lines on a chart will not tell you whats going to happen to a company in the future. Share price follows the long term free cash flow per share. Learn to pick the businesses with the best chance of LONG term success and you will be a phenomenal investor" [X Link](https://x.com/WillBiddy_/status/2021798964303933810) 2026-02-12T04:10Z [---] followers, [---] engagements "Ranking the Moat/Competitive Advantages of the MAG7 from strongest to weakest: 1) $META Unbreakable network/ Railroad for worldwide communication nearly the entire world uses one of their platforms 2) $AMZN Logistical build out that simply cant be replicated as well as amazing network effects connecting merchants and consumers worldwide 3) $MSFT Embedded in nearly every business ever/High switching costs and network effects 4) $GOOGL Monopoly in information/search worldwide via Google and Youtube. Great network effects through their entire ecosystem 5) $APPL Incredible brand and quality of" [X Link](https://x.com/WillBiddy_/status/2021804554275213677) 2026-02-12T04:32Z [---] followers, [----] engagements "@sjb987654321 I think simply only looking at the moat of the business META has the strongest one although AMZN is very close" [X Link](https://x.com/WillBiddy_/status/2021821244887175532) 2026-02-12T05:38Z [---] followers, [---] engagements "@TheWiseIC @Marketbeating20 Ive seen it and sure its not too bad but it is nothing like a real ad it is still ai slop" [X Link](https://x.com/WillBiddy_/status/2021936939646226710) 2026-02-12T13:18Z [---] followers, [--] engagements "I hear a lot of people say you cant make a lot of money on the biggest companies in the world. I think this thesis is more than wrong. Im putting my money on $META $GOOGL $MA to be some of the best compounders in the market over the next decade. Only time will tell 🤷♂" [X Link](https://x.com/WillBiddy_/status/2021942871256182848) 2026-02-12T13:42Z [---] followers, [----] engagements "How does one get more Verified Followers without becoming a reply bot. Simply trying to post good content seems to work great for getting eyes on your page just not for people with blue check mark hitting follow. Interesting Follow me for my content not for my follow back" [X Link](https://x.com/WillBiddy_/status/2021947711772405943) 2026-02-12T14:01Z [---] followers, [----] engagements "@HolySmokas Bottom is in for $META 🤓" [X Link](https://x.com/WillBiddy_/status/2021950760330629617) 2026-02-12T14:13Z [---] followers, [----] engagements "@QualCompounders I like $AXP also" [X Link](https://x.com/WillBiddy_/status/2021962636049711317) 2026-02-12T15:00Z [---] followers, [--] engagements "@Dousek_Equity Unreal itll be flat for years" [X Link](https://x.com/WillBiddy_/status/2021963018687467990) 2026-02-12T15:02Z [---] followers, [--] engagements "This market is brutal. There will be a divide in those that buy the dip on these oversold sectors like Software and CAPEX spenders like $ADBE $META $MSFT $CRM and those that are now overpaying for $COST $WMT and other defensives to get away from AI exposure. I think we will see similar pain in the next year or so when the pivot begins to go the other way after we learn that AI wont take over the world https://twitter.com/i/web/status/2021972227940311499 https://twitter.com/i/web/status/2021972227940311499" [X Link](https://x.com/WillBiddy_/status/2021972227940311499) 2026-02-12T15:38Z [---] followers, [----] engagements "@BiscuitInvestor Thank the lord my boy biscuit is here" [X Link](https://x.com/WillBiddy_/status/2022035395756929372) 2026-02-12T19:49Z [---] followers, [--] engagements "@InvestingAddict I love $VOO always. In terms of stocks Im buying $ADBE $NFLX $UBER" [X Link](https://x.com/WillBiddy_/status/2022050069512667406) 2026-02-12T20:47Z [---] followers, [---] engagements "$TOST Another great quarter Beat on basically everything but EPS. [----] guide is right in line with estimates. Increased their buyback program by $500M Subscription services up 33% YoY OPERATING MARGIN UP TO 4.7% FROM 3.4% LAST QUARTER Instacart partnership Papa Murphys partnership (1000 new locations) Monster company on sale today https://twitter.com/i/web/status/2022076400896028846 https://twitter.com/i/web/status/2022076400896028846" [X Link](https://x.com/WillBiddy_/status/2022076400896028846) 2026-02-12T22:32Z [---] followers, [---] engagements "1) $SPOT Spotify No ai disruption risk (Spotify is and will continue to be a beneficiary of ai). Sticky Recurring Revenue with plenty of market share still to capture and True Pricing Power. FWD EV/FCF= [--] FCF per share growth= 28% TTM" [X Link](https://x.com/WillBiddy_/status/2022121773370954025) 2026-02-13T01:32Z [---] followers, [---] engagements "2) $INTU Intuit QuickBooks TurboTax and Credit Karma Dominant force in small business operational task automation taxes and consumer credit tools. Entrenched Software Immense Network Effects and High Switching Costs combined with high margins and fast growth. FWD EV/FCF= [--] FCF per share growth= 24% TTM https://twitter.com/i/web/status/2022121776822509614 https://twitter.com/i/web/status/2022121776822509614" [X Link](https://x.com/WillBiddy_/status/2022121776822509614) 2026-02-13T01:32Z [---] followers, [---] engagements "3) $NFLX Netflix The king of streaming. Dominant market share in at home entertainment and in an ideal spot to benefit from ai cutting costs and speed of film production by having the best distribution platform on earth. Massive scale Impressive Network Effects and Impressive Pricing Power. FWD EV/FCF= [--] FCF per share growth= 38% TTM" [X Link](https://x.com/WillBiddy_/status/2022121779930513834) 2026-02-13T01:32Z [---] followers, [---] engagements "With the severity of the discounts out there you have to begin asking questions like Will $ADBE be disrupted in [--] months If no you made a fantastic investment. Will $DUOL be disrupted in [--] months If no you made a fantastic investment. Will $INTU be disrupted in [--] months If no you made a fantastic investment. Will $UBER be disrupted in [--] months If no you made a fantastic investment. Will $SPGI be disrupted in [--] months If no you made a fantastic investment. Will $PYPL be disrupted in [--] months If no you made a fantastic investment. https://twitter.com/i/web/status/2022286090514714969" [X Link](https://x.com/WillBiddy_/status/2022286090514714969) 2026-02-13T12:25Z [---] followers, [----] engagements "@WideMoatCzar Adobe is a very high quality wide moat compounding machine. Paypal is an average business trading as it will go out of business in [--] years or less" [X Link](https://x.com/WillBiddy_/status/2022353797826113750) 2026-02-13T16:54Z [---] followers, [---] engagements "My portfolio is $60k. My long term goal is to compound at 15% annually and contribute $15000 a year. If I were to hit my goals I would have: $220k in [--] years $550k in [--] years $2.5M in [--] years $10.5M in [--] years $43M in [--] years Compounding is unreal" [X Link](https://x.com/WillBiddy_/status/2022359392910479738) 2026-02-13T17:17Z [---] followers, [----] engagements "@CGInvesting10 toss up between $MA and $META" [X Link](https://x.com/WillBiddy_/status/2022361662209266100) 2026-02-13T17:26Z [---] followers, [---] engagements "@MoneyHacks16 By following the formula from the greatest investor of all time put into play and of course a little bit of luck I have a post in my highlights going over my investment strategy if you're curious" [X Link](https://x.com/WillBiddy_/status/2022405228549869707) 2026-02-13T20:19Z [---] followers, [--] engagements "New video out now on the Youtube. Link in my bio check it out" [X Link](https://x.com/WillBiddy_/status/2022415950247756014) 2026-02-13T21:01Z [---] followers, [---] engagements "How will AI replace this fine art. Bullish $SPOT Michael Jacksons estate speaks on Sexyy Reds Beat It remix. We were totally unaware of this. The use of the music is unauthorized https://t.co/jmz7eFImKS Michael Jacksons estate speaks on Sexyy Reds Beat It remix. We were totally unaware of this. The use of the music is unauthorized https://t.co/jmz7eFImKS" [X Link](https://x.com/WillBiddy_/status/2022093245980062107) 2026-02-12T23:39Z [---] followers, [---] engagements "@TheStocksKing I do but its not near as detailed as my deep dives on twitter" [X Link](https://x.com/WillBiddy_/status/2022323313121366135) 2026-02-13T14:53Z [---] followers, [--] engagements "Great thought process here. I recently started a position in Uber after having a similar conversation with myself for over a year now but I finally came to the conclusion that availability not only for rides but for drivers as well I believe will continue to make them the biggest player and aggregator long term. Scale is arguably not a moat but I see it as a strong benefit towards Uber. https://twitter.com/i/web/status/2022362590014288224 https://twitter.com/i/web/status/2022362590014288224" [X Link](https://x.com/WillBiddy_/status/2022362590014288224) 2026-02-13T17:29Z [---] followers, [--] engagements "S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵" [X Link](https://x.com/WillBiddy_/status/2012577458831126833) 2026-01-17T17:27Z [---] followers, 12.1K engagements "I do not care about your one week YTD three month or one year total gains. This is a long game I plan to outperform for the next 20+ years" [X Link](https://x.com/WillBiddy_/status/2017815432325890260) 2026-02-01T04:21Z [---] followers, 12.7K engagements "The market pivot from tech and growth into defensives has gotten severe. Here are [--] amazing opportunities that I'm taking advantage of that I believe long term investors should seriously consider 🧵👇" [X Link](https://x.com/WillBiddy_/status/2022121771584065911) 2026-02-13T01:32Z [---] followers, [----] engagements "I learned almost everything I know from simply starting investing early listening to endless hours of podcasts/ youtube videos when I can and reading a few investment books on occasion. I have one video going over my strategy on my channel as well as I have a post in my highlights here on X going over my strategy as well. Thanks for the support https://twitter.com/i/web/status/2022404695634120965 https://twitter.com/i/web/status/2022404695634120965" [X Link](https://x.com/WillBiddy_/status/2022404695634120965) 2026-02-13T20:17Z [---] followers, [--] engagements "Got my GF one share of $ADBE and one share of $PYPL for Valentines Day today. She left me afterwards" [X Link](https://x.com/WillBiddy_/status/2022659572331352107) 2026-02-14T13:09Z [---] followers, [----] engagements "Busy weekend for me so I wont be researching any stocks but what businesses will you be looking into" [X Link](https://x.com/WillBiddy_/status/2022695139077161108) 2026-02-14T15:31Z [---] followers, [---] engagements "@WideMoatCzar Love $META also" [X Link](https://x.com/WillBiddy_/status/2022766316717806068) 2026-02-14T20:14Z [---] followers, [---] engagements "Whats your favorite buy in the market right now" [X Link](https://x.com/WillBiddy_/status/2022048728266465519) 2026-02-12T20:42Z [---] followers, [---] engagements "This is one of my favorite charts for $INTU. Historically we have seen Stock Based Comp grow in line or ahead of Free Cash Flow for the company. Now we are seeing SBC become stable while FCF is still skyrocketing up and to the right. I believe if we see $INTU get disrupted we will see every single software company in existence get disrupted by ai. I believe this company will return 25% CAGR for me over the next decade. https://twitter.com/i/web/status/2022289438907207776 https://twitter.com/i/web/status/2022289438907207776" [X Link](https://x.com/WillBiddy_/status/2022289438907207776) 2026-02-13T12:39Z [---] followers, [----] engagements "I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA Duolingo Spotify Mastercard Toast Duolingo Spotify Mastercard Toast" [X Link](https://x.com/WillBiddy_/status/2022302762885681269) 2026-02-13T13:32Z [---] followers, [----] engagements "@FinanceJack44 The short term depreciation even if it goes from 8% of revenues up to 20% will still be insignificant if this build out results in acceleration of revenue growth long term imho" [X Link](https://x.com/WillBiddy_/status/2022405925571866810) 2026-02-13T20:22Z [---] followers, [---] engagements "Pick one portfolio to full port without selling for the next [--] years. 25/25/25/25 split A: $TSLA $CVNA $IREN $BTC B: $MSFT $INTU $PYPL $QQQ C: $AMZN $PLTR $FICO $SCHD D: $META $PINS $COST $VOO A B D C A B D C" [X Link](https://x.com/WillBiddy_/status/2022467534939734419) 2026-02-14T00:26Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@WillBiddy_ Will Biddy
Will Biddy posts on X about $intu, $adbe, business, meta the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -27%
- [--] Month [-------] +2,501%
Mentions: [--] #
- [--] Week [---] +16%
- [--] Month [---] +782%
Followers: [---] #
- [--] Week [---] +18%
- [--] Month [---] +194%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 74.88% technology brands 49.75% finance 28.57% cryptocurrencies 4.93% automotive brands 3.45% social networks 2.46% countries 1.48% luxury brands 0.99% celebrities 0.49%
Social topic influence $intu #27, $adbe #11, business 15.76%, meta #3067, in the 13.3%, $ma #28, $meta #55, $spgi #22, $tost #4, $duol #14
Top accounts mentioned or mentioned by @novocainer @widemoatczar @qualcompounders @financejack44 @quantmarket @ashton1nvests @joshvir001 @hap0606 @grok @mithrandir_fund @carsontalkmoney @fiscorainvest @briansoteli @segen1971 @themomentumplay @pandadaytona @invest091 @holysmokas @mithrandirfund @cginvesting10
Top assets mentioned Intuit Inc. (INTU) Adobe, Inc. (ADBE) Mastercard, Inc. (MA) Metadium (META) S&P Global Inc (SPGI) Toast, Inc. (TOST) Duolingo, Inc. (DUOL) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) PayPal Holdings Inc (PYPL) Amazon.com, Inc. (AMZN) Copart, Inc. (CPRT) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Fair Isaac, Corp. (FICO) Intuitive Surgical, Inc. (ISRG) Robinhood Markets, Inc. (HOOD) Moody's Corporation (MCO) Advanced Micro Devices (AMD) Msci Inc (MSCI) NVIDIA Corp. (NVDA) Autozone Inc (AZO) SPDR S&P [---] ETF Trust (SPY) Iris Energy Limited (IREN) Costco Hot Dog (COST) Salesforce Inc (CRM) Walmart, Inc. (WMT) RAI Finance (SOFI) Ferrari N.V. (RACE) Adappter Token (ADP) Now Coin (NOW) Warner Bros Discovery, Inc. (WBD) ZetaChain (ZETA) American Express Company (AXP) Meta Platforms, Inc. (META) The Honest Company, Inc. (HNST) Born in [--] (19) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Eli Lilly and Company (LLY)
Top Social Posts
Top posts by engagements in the last [--] hours
"@qualtrim $PYPL is the toughest company to evaluate in my portfolio. I think this will be one that grows inflation level and wins simply off of the buy back. I could easily see this being another $AZO type of winner"
X Link 2026-01-17T12:28Z [---] followers, [----] engagements
"Ranking the MOAT of every stock in my portfolio from widest to narrowest S tier: 1) $SPGI S&P Global 2) $MA Mastercard 3) $META Meta Platforms A tier: 4) $INTU Intuit 5) $GOOGL Alphabet 6) $ADBE Adobe B tier: 7) $UBER Uber 8) $NFLX Netflix 9) $SPOT Spotify C tier: 10) $TOST Toast 11) $DUOL Duolingo 12) $PYPL PayPal 13) $HOOD Robinhood https://twitter.com/i/web/status/2021004731460559072 https://twitter.com/i/web/status/2021004731460559072"
X Link 2026-02-09T23:34Z [---] followers, [----] engagements
"$SPOT Spotify earnings report is out Monthly Active Users: +11% YoY 🟢 Premium Subscribers: +10% YoY 🟢 Operating Income: +47% YoY 🟢 Total Revenue: +13% YoY 🟢 EPS: +189% YoY🟢"
X Link 2026-02-10T13:08Z [---] followers, [---] engagements
"Pick your fighter. $WMT with decreasing FCF at [--] EV/FCF or $MA with explosive FCF growth at [--] EV/FCF I know where Im putting my money"
X Link 2026-02-12T14:34Z [---] followers, [----] engagements
"With the panic in $SPGI $MCO $FICO and others recently I feel like its a great time to repost my thesis on S&P Global one of my favorite businesses on the planet. 👇 S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the"
X Link 2026-02-07T05:49Z [---] followers, [----] engagements
"You're spot on Joseph. I think there will be some disruption especially long term for those that are easily replaceable. I love to see you buying $INTU it seems like we're on the same wave length recently. I started buying $MA and then I saw you also started buying it. I began buying $META heavily and then you recently bought in as well. Over the past two weeks I started an $INTU position and now you're adding to your position. Feels similar to when a super investor starts a position in a company you believe in which is nice to see https://twitter.com/i/web/status/2022360573695217713"
X Link 2026-02-13T17:21Z [---] followers, [----] engagements
"@Ashton_1nvests If @HolySmokas is wrong on $HNST so many people on X are gonna get fried. Hope that company works out because hes put a lot of people onto it"
X Link 2026-02-01T16:10Z [---] followers, [---] engagements
"If you were to buy $MA Mastercard [--] years ago you would have paid $87 for one share. Each share would now be worth $540. You would have received $19 per share in dividends. Your dividend yield on cost would now be 3.5%. A true compounding machine sitting in plain sight"
X Link 2026-02-11T11:45Z [---] followers, [----] engagements
"$DUOL Duolingo is one of the most hated stocks in the market recently. The narrative is off and the price is now unimaginably cheap. Growing FCF per share by 50% over the past [--] months and is at an EV/FCF of [--]. If FCF per share slowed drastically to 35% per year you can now buy this company at 4.7x EV/2028FCF. I think this company is in an incredibly strong position to continue to dominate the global learning market from languages chess math music and more. This thing better get disrupted very fast or its not looking good for those bearish on $DUOL"
X Link 2026-02-11T16:48Z [---] followers, [----] engagements
"$INTU Intuit has been another high quality compounding machine over the past decade. If you bought [--] years ago you would have 300% returns despite the stock being cut in half over the past [--] months or so. Also your dividend yield on cost would be 4% despite buying at 1% yield"
X Link 2026-02-12T03:05Z [---] followers, [---] engagements
"Very popular companies on X that I think are just very average companies $HIMS $SOFI $AMD $IREN $NVO $LLY Thoughts"
X Link 2026-02-12T22:52Z [---] followers, [----] engagements
"4) $UBER Uber The ultimate aggregator of human transportation worldwide. Irreplaceable Network Effects and Scale ultimately set up to be the key aggregator of autonomous vehicle technology which will ultimately be commoditized and forced to rely on Uber's network. Wide moat and fast growth at an extremely cheap valuation. FWD EV/FCF= [--] FCF per share growth= 42% TTM https://twitter.com/i/web/status/2022121782912651608 https://twitter.com/i/web/status/2022121782912651608"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"5) $MA Mastercard Worldwide shared duopoly with $V Visa over payments worldwide positioned as a tollbooth along the bridge of trust between consumers and merchants across the globe. Emphasis on Value Added Services has rapidly taken over as nearly half of their total revenues and further protects their business from regulatory pressures. [--] sided Network Effects Exclusive access to Consumer Data allowing them to repackage and reuse for minimal costs while expanding margins and growing revenues rapidly. FWD EV/FCF= [--] FCF per share growth= 27% TTM"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"Charts provided by the best stock research platform on the market Link in my bio for free two week trial no card required. http://Fiscal.ai http://Fiscal.ai"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their business. They almost always say its a tailwind and then the next quarter they ask the same exact question. Just experienced this in the $TOST call as I have basically in every [--] or so calls that Ive listened to this quarter"
X Link 2026-02-13T05:16Z [---] followers, [----] engagements
"LOOK AT THIS LMFAO $TOST MANAGEMENT ANSWERED LIKE [--] QUESTIONS TOTAL AND [--] OF THEM HAD SOMETHING TO DO ABOUT AI FEARS LMFAO THE MARKET IS SO SCARED ITS CRAZY Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their business. They almost always say its a tailwind and then the next quarter they ask the same exact question. Listening to the Q&A section of a earnings report for the past [--] quarters is just listening to management getting asked multiple times about the impact of ai on their"
X Link 2026-02-13T05:35Z [---] followers, [----] engagements
"This trend will continue as $ADBE is making a shit load of money and putting it straight back cannibalizing it's own shares. We will see $27 in FCF per share in [----]. The longer this stock stays hammered the greater the return will be long term for shareholders keep that in mind https://twitter.com/i/web/status/2022291639583089120 https://twitter.com/i/web/status/2022291639583089120"
X Link 2026-02-13T12:47Z [---] followers, [----] engagements
"$TOST Share price follows the free cash flow per share over the long term. I think there might be a slight disconnect in the share price and the FCF per share over at Toast currently. Stock is a screaming buy at this point after yet another great quarter"
X Link 2026-02-13T13:07Z [---] followers, [---] engagements
"@FIREDUpWealth nearly my entire watchlist. $INTU $UBER $SPOT $PYPL $TOST $META $MA $SPGi $MSCI $DUOL"
X Link 2026-02-13T13:16Z [---] followers, [---] engagements
"There are real human beings selling $ADBE shares under $400 $INTU shares under $500 $DUOL shares under $200 $UBER shares under $90 $NFLX shares under $90 $PYPL shares under $40 $META shares under $700 $AMZN shares under $220 $TOST shares under $30 Unreal to actually think about someone actually selling at these prices https://twitter.com/i/web/status/2022337110691201213 https://twitter.com/i/web/status/2022337110691201213"
X Link 2026-02-13T15:48Z [---] followers, [----] engagements
"@wealthmatica Jarvis sell all the $UBER shares"
X Link 2026-02-13T20:22Z [---] followers, [---] engagements
"@Quality_stocksA $DUOL might be the best upside shot I can think of. Stable great picks imo are $META $ADBE $MA $INTU $UBER $NFLX"
X Link 2026-02-13T20:46Z [---] followers, [---] engagements
"$MA Mastercard deep dive next week I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA"
X Link 2026-02-14T14:13Z [---] followers, [---] engagements
"$MA or $V Why"
X Link 2026-02-14T19:06Z [---] followers, [----] engagements
"With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵"
X Link 2026-01-16T05:21Z [---] followers, 52.7K engagements
"$APLD Applied Digital Corporation has quadrupled in share price over the last [--] months all while setting $5.78 per share on fire and diluting shareholders adding 27% more shares to the company in the same time period. Are you buying the $NVDA backed data center play https://twitter.com/i/web/status/2012676811591930102 https://twitter.com/i/web/status/2012676811591930102"
X Link 2026-01-18T00:02Z [---] followers, [---] engagements
"$ISRG Intuitive Surgical reports earnings after hours today. I never hear this company talked about on X but it is one of the widest moat businesses I have came across. -They develop manufacture install maintain and resupply hospitals with highly advanced robotic assisted surgery systems to improve precision and capability of surgeons for delicate operations. -They have recurring revenues through selling the specialized instruments required for each operation as well as servicing the machines. -80%+ market share in robotic assisted surgery systems -Over 85% of revenues are recurring"
X Link 2026-01-22T15:18Z [---] followers, [---] engagements
"I have a relatively small watchlist. Im looking for the highest quality businesses in the world. Any recommendations of companies that I should consider looking into Dont say $TSLA please and thank you"
X Link 2026-01-23T15:04Z [---] followers, [----] engagements
"$TOST (Toast) is a stock I rarely see people mention on X. This company offers a full stack software system for restaurants including Point of Sale hardware Payment Processing Marketing Tools Loyalty Programs Kitchen Display Systems and AI Driven Optimizations to smoothen out operations. They basically offer everything you need to run the operation of a restaurant and it's all specialized to the specific type of restaurant you're running. Their long term plan is to capture the entire small and medium size business market and allow some of their customers to grow into much larger clients who"
X Link 2026-01-23T15:49Z [---] followers, [----] engagements
"@FocusLongTerme Ive got $COST and $CPRT on the list already 💪. Ill look into the others"
X Link 2026-01-23T16:25Z [---] followers, [---] engagements
"An absolute masterclass on buying back shares by $AZO I think this is what we could see $PYPL do to its share count over the coming decade as the market will likely never value it above a [--] FWD P/E ever again. $AZO has returned over 400% over the past [--] years"
X Link 2026-01-24T23:00Z [---] followers, [----] engagements
"I spent a couple hours looking at some of these recommendations and I have added $RMS.PA $TDG $RACE and $ADP to my watchlist for the time being. I'm gonna do some more research on these in the near future and begin following these companies closer as they all look like appealing businesses. Still have more recommendations to take a look into but I appreciate everyone that left recommendations for me. Thank you I have a relatively small watchlist. Im looking for the highest quality businesses in the world. Any recommendations of companies that I should consider looking into Dont say $TSLA"
X Link 2026-01-25T03:39Z [---] followers, [----] engagements
"@joshvir001 I love $ADBE I think theres a chance they produce better returns than $AZO over the next 5-10 years"
X Link 2026-01-25T14:10Z [---] followers, [--] engagements
"This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it"
X Link 2026-01-26T21:49Z [---] followers, 35.1K engagements
"$MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B"
X Link 2026-01-29T13:05Z [---] followers, [----] engagements
"$MA Mastercard Value Added Services grew 23% YoY Operating margin up 2.3% YoY WOW. $MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B https://t.co/RzTUCfs41P $MA Mastercard earnings are out 🟢EPS: $4.76 vs $4.24 🟢Revenue: $8.8 vs $8.78B https://t.co/RzTUCfs41P"
X Link 2026-01-29T13:25Z [---] followers, [----] engagements
"According to the comments. I should sell half of my $ADBE move it into $NFLX . Then I should sell completely out of $PYPL $DUOL and $TOST and move those funds into $AMZN $CSU and $AMD Would that outperform my current portfolio or should I stay true to my holdings This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it https://t.co/gLT3l6YprT This is my full portfolio (yes Im basically fully invested) If you had to take over this portfolio what changes would you make to it https://t.co/gLT3l6YprT"
X Link 2026-01-29T13:52Z [---] followers, [----] engagements
"The best buys in [----] will likely be all of the SAAS companies that DONT get disrupted. $ADBE $NOW $INTU $DUOL $CRM $MSFT $CSU $CRWD $ADSK $WDAY Whats your SAAS bet"
X Link 2026-01-29T14:46Z [---] followers, 11.5K engagements
"$MA is an absolute steal under $600 $META is an absolute steal under $800 $ADBE is an absolute steal under $400 $DUOL is an absolute steal under $200 $TOST is an absolute steal under $40 $NFLX is an absolute steal under $100 $UBER is an absolute steal under $100 🫡"
X Link 2026-01-29T21:58Z [---] followers, 10.6K engagements
"$MA Mastercard is nearing 50% of their revenues coming from Value Added Services. Further protecting their business from regulatory pressures which has historically been one of the biggest concerns for their moat. This company has some of the soundest fundamentals in the stock market trading at a more than fair valuation. Super long $MA https://twitter.com/i/web/status/2017105029988069761 https://twitter.com/i/web/status/2017105029988069761"
X Link 2026-01-30T05:18Z [---] followers, [----] engagements
"@GrowthThesis I have a good bit and I think $TOST has more competitive advantages and chances of long term success compared to $FOUR"
X Link 2026-01-30T14:43Z [---] followers, [---] engagements
"$RACE Ferrari is the cheapest it has been since November [----]. It is also at its cheapest valuation since the [----] bottom. In the mean time: -Revenues are growing 10% every year -FCF/share is growing 40% yearly -EPS slowing but still growing 13% over the last year. What has changed with what has historically been seen as one of the strongest brands on the planet https://twitter.com/i/web/status/2017265968309748135 https://twitter.com/i/web/status/2017265968309748135"
X Link 2026-01-30T15:57Z [---] followers, [----] engagements
"Toast $TOST has sold off 25% over the last year. At the same time net income is up over 87% over the Trailing [--] Months giving us the lowest P/E we have seen in the companies history at a [--] forward Are you buying $TOST at these prices"
X Link 2026-01-31T22:58Z [---] followers, [----] engagements
"$ISRG Intuitive Surgical Inc. enforces a classic razor and blade business model. They're growing their install base 13% annually over the past three years and growing recurring revenues 19% annually. Insane moat high growth recurring revenues. The question is what price are you willing to pay for $ISRG https://twitter.com/i/web/status/2017747473394241987 https://twitter.com/i/web/status/2017747473394241987"
X Link 2026-01-31T23:51Z [---] followers, [----] engagements
"$V (Visa) and $MA (Mastercard) are two of the most dominant companies in the world. They're two tollbooths on the world-wide economy. Which one will perform better going forward Visa is slightly cheaper in terms of Forward EV/FCF. [-----] for $V [-----] for $MA However $MA is growing faster than $V. CAGR over last [--] years: $V revenue: 11.9% $V FCF/share: 14.9% $MA revenue: 13.8% $MA FCF/share: 19.6% I'm riding with Mastercard which bet are you making between these two juggernauts Visuals provided by @fiscal_ai Link to sign up in my bio https://twitter.com/i/web/status/2017765452009570393"
X Link 2026-02-01T01:02Z [---] followers, 10.2K engagements
"@Ashton_1nvests I think $MA $V and $ADBE are flying under the radar right in plain sight rn"
X Link 2026-02-01T02:32Z [---] followers, [---] engagements
"@MoInvestingHQ @qualtrim Close 2nd to $SPGI and $MCO"
X Link 2026-02-01T15:17Z [---] followers, [--] engagements
"I viewed stocks similar to this when I first started in [----]. I now will only buy a stock that I plan on holding for years and years. Investing in things you want to eventually sell cost you more in taxes and at that point youre just speculating and not truly investing. This is why deep research and full understanding of what you own is the most important thing to investing imho Youre so young though the best thing youre doing is getting started. You will learn so so much over time. Keep going CG10 https://twitter.com/i/web/status/2018025651530289238"
X Link 2026-02-01T18:16Z [---] followers, [---] engagements
"$INTU is down 39% from ATH last seen in July [----]. Intuit has some of the most essential and impressive software in the world. Growing revenues at 17% YoY EPS at 42% YoY FCF/share at 23% YoY. Yet its priced at a [--] FWD P/E and a FCF yield of 3.1% after SBC. Is disruption coming for the SAAS powerhouse or is this a screaming buy $INTU https://twitter.com/i/web/status/2018099795005775887 https://twitter.com/i/web/status/2018099795005775887"
X Link 2026-02-01T23:11Z [---] followers, [----] engagements
"$CPRT Copart Inc. is one of the most slept on compounding machines in the markets today. It has grown FCF/share 20% CAGR over the past [--] and its currently selling at it's lowest EV/FCF during the period. Wide moat market leader with growing market share in a duopoly in used vehicle remarketing and auction services holding 40% market share. Wide moat Sectoral tailwinds Long runway of organic growth High margins and a great discount in the current valuation. I'm eyeing $CPRT Are you https://twitter.com/i/web/status/2018150378202665333 https://twitter.com/i/web/status/2018150378202665333"
X Link 2026-02-02T02:32Z [---] followers, [---] engagements
"$DUOL Duolingo is the large leader in online language learning and is growing market share rapidly. The fundamentals of the business are truly skyrocketing up and to the right FCF/share daily users and paid subscribers all up close to 50% CAGR over the last few years. The company is now selling as if its a slow grower/dying business I believe Duolingo will continue to dominate and be a great investment for the coming years. What is your take $DUOL https://twitter.com/i/web/status/2018308923233898711 https://twitter.com/i/web/status/2018308923233898711"
X Link 2026-02-02T13:02Z [---] followers, [----] engagements
"Really considering $CPRT as an add to the portfolio. Would diversify me away from my super tech and financials heavy portfolio while still being in an incredibly high margin wide moat and monopolistic business. EV/EBIT lowest we've seen since [----] bottom Operating margins close to 40% Profit margins 35% ROIC 30% Revenues have slowed in the short term due to cyclicality in the insurance total-loss volumes however this should come back to normal in the coming quarters/years. Would you rather own $CPRT at $40 or $PYPL at $50 https://twitter.com/i/web/status/2018426173265428729"
X Link 2026-02-02T20:47Z [---] followers, [---] engagements
"@CarsonTalkMoney sucks for stock prices to go down. Report wasn't that bad though Goodluck on your next pick Carson"
X Link 2026-02-03T13:15Z [---] followers, [---] engagements
"3) Intuitive Surgical Incredibly high quality company with one of the widest moats in the market and exponential growth as they expand their total installments worldwide. Leading the way in robotic assisted surgeries saving lives and giving back to shareholders simultaneously. [--] Year base case= 8.5% https://twitter.com/i/web/status/2018680330287300722 https://twitter.com/i/web/status/2018680330287300722"
X Link 2026-02-03T13:37Z [---] followers, [--] engagements
"$DUOL is a buy $ADBE is a buy $SPGI is a buy $PYPL is a buy $INTU is a buy $META is a buy $CPRT is a buy $NFLX is a buy"
X Link 2026-02-03T16:22Z [---] followers, [----] engagements
"@HolySmokas This is the correct take report was fine. I wasnt a fan of Alex at PayPal I think every dollar should be put into buybacks instead of Will Ferrell"
X Link 2026-02-03T19:23Z [---] followers, [---] engagements
"@dividendology Theres way too many $ADBE $INTU $NFLX $ADBE $DUOL $TOST $SPGI $ADBE $FICO $CPRT $ADBE $ADBE"
X Link 2026-02-04T00:50Z [---] followers, [----] engagements
"@Ashton_1nvests $ADBE $DUOL"
X Link 2026-02-04T01:29Z [---] followers, [---] engagements
"$SPOT Spotify was seen as a darling up until Claude decided to put every SaaS company out of business single handedly. Really unfortunate news for Spotify as they would have been straight up and to the right if they didn't go out of business"
X Link 2026-02-04T12:19Z [---] followers, [----] engagements
"I'M GOING SHOPPING RIGHT NOW. ADDED TO: $ADBE [--] shares $META [--] share $SPGI [--] share $DUOL [--] shares $NFLX [--] shares NEW POSITIONS: $INTU [--] shares $UBER [--] shares (waiting for open will add [--] more if it continues to trade down) $SPOT [--] shares $VOO has been held up by the ai build out stocks skyrocketing so far this year meanwhile the best business models in the world are selling off because supposedly Anthropic is taking over every single one of them. Pivoted my $VOO into bets that I believe will drastically outperform the market over the coming years. WE SHALL SEE"
X Link 2026-02-04T13:23Z [---] followers, [----] engagements
"Just made the market average for a year in $UBER in one hour lol"
X Link 2026-02-04T13:45Z [---] followers, [----] engagements
"@fiscorainvest $ADBE $ADP $SPOT"
X Link 2026-02-04T16:02Z [---] followers, [---] engagements
"$INTU is a company I've had on my radar for over a year now. Finally entered this morning. Anything stand out here"
X Link 2026-02-04T16:10Z [---] followers, [---] engagements
"If you had to all in a SaaS stock without selling for the next [---] days which one would you pick $INTU $ADBE $NOW $CSU Intuit Adobe Constellation Software ServiceNow Intuit Adobe Constellation Software ServiceNow"
X Link 2026-02-04T16:26Z [---] followers, [----] engagements
"$GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E"
X Link 2026-02-04T21:28Z [---] followers, 71.1K engagements
"@TheAbomNoMan Me included 🤓"
X Link 2026-02-04T22:15Z [---] followers, [----] engagements
"@BrianSOTELI I like $CRM Havent done enough work on $AXON or $MNDY to have an opinion"
X Link 2026-02-05T02:10Z [---] followers, [---] engagements
"Yes $GOOGL is a buy today for long term investors. 5-6 years from now this will be a $10T company. Bookmark it $GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E $GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E"
X Link 2026-02-05T14:52Z [---] followers, [----] engagements
"Why wouldn't $AMZN work from here Basically lowest P/E we've ever been offered for the company and EPS is straight up and to the right rapidly quarter after quarter. I'd like to enter if we see a post earnings dip"
X Link 2026-02-05T19:06Z [---] followers, [---] engagements
"$AMZN has [--] high margin business segments in AWS Advertising and Subscriptions. All three are growing at an extremely fast rate while I also expect to see margin expansion in their core e-commerce business over the coming decade with further implementation of robotics. This company is now only up around 20% over the past FIVE years while compounding at a very fast clip. Hard to ignore Amazon around $200. https://twitter.com/i/web/status/2019605466196910591 https://twitter.com/i/web/status/2019605466196910591"
X Link 2026-02-06T02:54Z [---] followers, [----] engagements
"If I had to BUY or SELL all of the MAG7 and hold for 5+ years. I would: SELL $TSLA BUY $GOOGL BUY $MSFT SELL $NVDA BUY $META SELL $APPL BUY $AMZN"
X Link 2026-02-06T13:32Z [---] followers, [----] engagements
"I think $NVDA is an amazing company and the valuation isnt bad at all however I think they have a much narrower moat than the companies I would buy especially looking [--] years out. All of their biggest customers are actively trying to replace them with their own chips so I just see a lot more risks with them long term"
X Link 2026-02-06T13:59Z [---] followers, [---] engagements
"@Quantmarket I think its most likely a good buy today for sure but if I had to be on one side of the fence Id personally just stay away. I hope its a great investment for you my friend"
X Link 2026-02-06T14:39Z [---] followers, [--] engagements
"@0xtechquity I wish we would see a sell off in $ISRG so bad"
X Link 2026-02-06T14:41Z [---] followers, [--] engagements
"$PYPL is a buy Sorry 🤷♂"
X Link 2026-02-06T22:17Z [---] followers, [---] engagements
"If you had to all in one stock and you couldnt sell it for [--] years which stock would you pick My top [--] picks would be $MA $META or $GOOGL Im leaning $MA though"
X Link 2026-02-07T05:57Z [---] followers, [----] engagements
"@FinanceJack44 I much prefer A even though idk much at all about Zeta I think [--] of the [--] widest moats are in A which will outperform the lesser moat companies by a lot long term if that stays the same"
X Link 2026-02-07T15:03Z [---] followers, [---] engagements
"What stocks are you researching this weekend"
X Link 2026-02-07T16:27Z [---] followers, [----] engagements
"@Mithrandir_Fund Love $ASML and $FICO would love to enter a position on both one day. Have never spent too much time on $FTNT although it seems to be quality from the outside looking in"
X Link 2026-02-07T16:34Z [---] followers, [---] engagements
"@FinanceJack44 I finally started a $UBER position last week and I absolutely love the moat of $WM Two great companies in my eyes Jack let me know if you find anything concerning or exciting about either one of them"
X Link 2026-02-07T16:43Z [---] followers, [--] engagements
"I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here"
X Link 2026-02-07T16:57Z [---] followers, 20.9K engagements
"Running through my blueprint again today for $INTU (Started a small position last week) I see no red flags. We got an amazing discount thanks to my good friend Claude yet I view it as impossible for AI to disrupt the likes of Quick books with its immense network effects switching costs and reliance that small businesses and their accountants have on the product. I see a tough battle for AI to disrupt Credit Karma's massive network effects and brand trust in the personal finance space. It would take years/decades for someone to invade on Turbo Tax as it has immense data integration for"
X Link 2026-02-07T17:22Z [---] followers, [----] engagements
"@CarsonTalkMoney I view $ADBE as one of the widest moat SAAS companies out there for the long term maybe behind $INTU I couldnt do it"
X Link 2026-02-07T17:27Z [---] followers, [---] engagements
"@segen1971 Love the Copart pick"
X Link 2026-02-07T18:55Z [---] followers, [--] engagements
"@nataninvesting $ISRG is an unbelievably strong business imo"
X Link 2026-02-07T22:02Z [---] followers, [---] engagements
"Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST Google Intuit Toast Spotify Google Intuit Toast Spotify"
X Link 2026-02-08T00:08Z [---] followers, [----] engagements
"@justsomeguy1020 I think Adobe has a substantial moat but I would definitely put it under meta. I could see it in line with googles moat personally"
X Link 2026-02-08T05:13Z [---] followers, [---] engagements
"Id rank them 1) $SPGI 9.5/10 2) $MA 9.5/10 3) $META 9.5/10 4) $GOOGL 8.5/10 5) $ADBE 8.5/10 I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here"
X Link 2026-02-08T05:26Z [---] followers, [----] engagements
"@CGInvesting10 Apple will continue to compound for you but I also think most of the MAG7 are great buys for the long term today. I would exclude $TSLA and $NVDA personally"
X Link 2026-02-08T05:35Z [---] followers, [---] engagements
"@Mithrandir_Fund Acquisition of IHS market they did a lot of it through shares"
X Link 2026-02-08T14:52Z [---] followers, [--] engagements
"How exactly will AI disrupt S&P global. I understand the take where people who arent too in touch with the professional content creation scene believe that Adobe will be replaced by AI (not happening) but I think it is 100% impossible for AI to even get past regulation to attempt to invade S&Ps moat https://twitter.com/i/web/status/2020526184480591933 https://twitter.com/i/web/status/2020526184480591933"
X Link 2026-02-08T15:52Z [---] followers, [--] engagements
"I wish X would focus more on investing. The investing realm on this app is 95% gamblers. No one is looking for a business to buy and hold for their lifetime. Theyre looking for an edge to make a short-mid term gain and you can tell how they react when something goes wrong the freak the hell out Truly sad to see"
X Link 2026-02-08T15:57Z [---] followers, [---] engagements
"@QualityAtScale_ Give me all the $INTU"
X Link 2026-02-08T21:32Z [---] followers, [--] engagements
"Make sure you know everything there is to know about your current holdings before you begin looking for new opportunities in the market. Spending at least my 20th weekend looking into $ADBE yet again"
X Link 2026-02-08T21:43Z [---] followers, [---] engagements
"I rarely see people talking about Pricing power on here. If a business is so valuable to its customers where it can raise prices above inflation without losing customers it gives it an insane advantage especially over long periods of time"
X Link 2026-02-08T22:00Z [---] followers, [---] engagements
"Instead of watching this boring ass super bowl Im reading an updated The Intelligent Investor that adds some additional updated context after each chapter by Jason Zweig and this really stood out to me. Ive fell victim to this allowing a stock that I spent a lot of time on become solved in my mind however I looked past a lot of flaws in the business. Now luckily it was $AMD and I exited above $200 a share in October. However I see this EVERY DAY on X where people do a little research on a stock and they become attached to it and fail to continue evaluating the business because they think they"
X Link 2026-02-09T02:35Z [---] followers, [---] engagements
"@KoyfinCharts $CPRT $ISRG two of the widest moats Ive ever discovered and Ive seen little to no coverage on X about either one"
X Link 2026-02-09T02:42Z [---] followers, [---] engagements
"Another massive earnings week for me I'm watching $SPOT and $SPGI before the bell on Tuesday and $TOST after the bell on Thursday"
X Link 2026-02-09T13:04Z [---] followers, [---] engagements
"@1000xStocks $SPGI snub"
X Link 2026-02-09T14:11Z [---] followers, [--] engagements
"@Hap0606 I think all [--] are at a great price today"
X Link 2026-02-09T18:01Z [---] followers, [--] engagements
"$NFLX already has great pricing power. Wait until they get the $WBD deal through"
X Link 2026-02-09T20:59Z [---] followers, [----] engagements
"$INTU deep dive coming soon stay tuned Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST"
X Link 2026-02-10T00:12Z [---] followers, [---] engagements
"This will continue to accelerate over time $NFLX $NFLX already has great pricing power. Wait until they get the $WBD deal through $NFLX already has great pricing power. Wait until they get the $WBD deal through"
X Link 2026-02-10T00:38Z [---] followers, [----] engagements
"$INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇"
X Link 2026-02-10T02:04Z [---] followers, [----] engagements
"Intuit Business Segments: Global Business Solutions (QuickBooks/MailChimp) -TTM Revenue: $11.5B -TTM Revenue Growth: 18.4% -Operating Margin: 76% Consumer (TurboTax) -TTM Revenue: $4.9B -TTM Revenue Growth: 10.3% -Operating Margin: 78% Credit Karma -TTM Revenue: $2.4B -TTM Revenue Growth: 30.8% -Operating Margin: 37% and growing https://twitter.com/i/web/status/2021042666369077573 https://twitter.com/i/web/status/2021042666369077573"
X Link 2026-02-10T02:04Z [---] followers, [---] engagements
"QuickBooks Small Business: -What started as a simple bookkeeping tool for small/medium businesses has now transformed into a comprehensive AI-guided operating system for businesses of all shape and size. QuickBooks helps with Payroll Payments Marketing via Mailchimp and Accounting all within one suite. -This business is designed for companies to integrate QuickBooks into a business's everyday operations as well as accounting practices entrenching the QuickBooks software into the day to day of every business that decides to go with Intuit. The stickiness of this business into the operations of"
X Link 2026-02-10T02:04Z [---] followers, [--] engagements
"Intuit TurboTax: -TurboTax is the leading tax filing platform across the U.S. helping consumers easily do their taxes with prices ranging from free to $150. They have DIY options as well as assisted filing services that make filing easy and efficient for all consumer types. -As of this year they have integrated their Intuit Assist AI agent that is embedded between Credit Karma and Turbo Tax that aims to have 80% of your tax return ready before tax season even begins Their goal is to use their wide network and slate of tools to further increase the value of the TurboTax offering by providing"
X Link 2026-02-10T02:04Z [---] followers, [--] engagements
"Credit Karma: -Credit Karma is the smallest of the three however it has the fastest growth rate and is probably my favorite business model of the three. -Credit Karma is a three sided market place that joins members financial partners and intuit through a three sided network effect that contributes more and more value to all three parties. It provides credit scores and data to the consumer for free while at the same time giving them recommendations to financial services such as loans credit cards insurance policies and other services. When Credit Karma brings a financial institution business"
X Link 2026-02-10T02:04Z [---] followers, [--] engagements
"Management: -CEO Sasan Goodarzi has served his position since January [----] and has been with the company since [----]. Since taking over he has transformed the business from a standard tax and accounting software firm into a global AI-driven financial technology platform with an extremely wide moat. -He has lead the company through two incredible acquisitions already in his somewhat short tenure as CEO with Credit Karma in [----] and Mailchimp in [----] paying a total of $7B for Credit Karma and $12B for Mailchimp. His goal with these two acquisitions was to make their network of platforms one"
X Link 2026-02-10T02:04Z [---] followers, [--] engagements
"Valuation of $INTU: -Over the trailing twelve months we have seen revenue grow over 17% FCF per share grow close to 24% and EPS grow 42%. I believe the company will grow revenues around 15% annually while improving EPS and FCF per share closer to 20% over the coming decade. -With these very dull growth assumptions the company should without a doubt be trading at a FCF multiple of 4%. Assuming 20% FCF per share growth and a 4% FCF yield we are looking at 26.5% returns annually over the next [--] years. $INTU has a great chance of beating these FCF per share growth rates by growing closer to 25%"
X Link 2026-02-10T02:05Z [---] followers, [---] engagements
"As always please do your own research before allocating capital into any business However I hope this was insightful and now makes sense as to why I am extremely bullish on Intuit as a long term investment despite the recent sell off in share price. I believe this is a compounding machine by all definitions of the term and would love to hear your counter arguments to this thesis. Let me know which company you want me to do a deep dive on next in the comments and thank you for reading this far https://twitter.com/i/web/status/2021042690633150718"
X Link 2026-02-10T02:05Z [---] followers, [--] engagements
"@WideMoatCzar I think Google has some business segments with very narrow moats. Adobe's moat around professionals in the content creation space is insurmountable which is around 70% of their customers"
X Link 2026-02-10T02:09Z [---] followers, [---] engagements
"@fiscorainvest I think they have an incredible opportunity and every quarter/year that they continue to gain market share I think it further builds up their moat by becoming the go to for all small to mid sized restaurants similar to Intuits QuickBooks honestly but on a smaller scale"
X Link 2026-02-10T02:28Z [---] followers, [---] engagements
"@christovdmerwe4 I wouldnt agree with that I think Intuit is far more embedded but I do think Uber has a solid moat"
X Link 2026-02-10T02:30Z [---] followers, [---] engagements
"$SPGI being sold off due to weakness in their Market Intelligence business while the two highest margin business segments (ratings and indices) are absolutely crushing it. The guide was a little weak but Im curious if the implications of the mobility spinoff are good reasoning for the guide to come in soft. Im gonna add one share here and then listen to what they have to say on the call https://twitter.com/i/web/status/2021209010716741961 https://twitter.com/i/web/status/2021209010716741961"
X Link 2026-02-10T13:05Z [---] followers, [----] engagements
"$DUOL sighting front page 🤓"
X Link 2026-02-10T13:35Z [---] followers, [---] engagements
"Thesis is still fully in tact by the way $SPGI S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵 https://t.co/vygK6HHGUv"
X Link 2026-02-10T14:18Z [---] followers, [----] engagements
"@Hap0606 Still at a very fair price Ive been adding all the way down from $500"
X Link 2026-02-10T15:03Z [---] followers, [--] engagements
"@Hap0606 I love $MSCI as well. The index business is one of the best in the world. Only reason I own $SPGI instead is because I also get the credit rating business which is also amazing. But yes theyre both super dominant similar to Visa and Mastercard imo"
X Link 2026-02-10T15:09Z [---] followers, [---] engagements
"@themomentumplay I do not care how a stock moves over the course of one month or one year even. In fact this stock going down is increasing my future returns and lowering my risk as I get to lower my average AND the company is buying back a ton of shares constantly"
X Link 2026-02-10T16:11Z [---] followers, [--] engagements
"@novocainer @themomentumplay If the stock price were to do bad forever. They would simply buy back all of the shares and return all of the cash flow to the remaining investors through dividends. Stock price is 5% or less of investing"
X Link 2026-02-10T16:39Z [---] followers, [--] engagements
"@novocainer @themomentumplay Were talking about S&P global. Also Adobe can issue a dividend whenever they want to"
X Link 2026-02-10T17:40Z [---] followers, [--] engagements
"$INTU -3% 🤑 $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf"
X Link 2026-02-10T18:38Z [---] followers, [----] engagements
"Invest in what you know Does not mean invest in products/services that you use or are familiar with. It means invest into BUSINESSES that you know. These are two extremely different things"
X Link 2026-02-10T19:06Z [---] followers, [---] engagements
"What stock in your portfolio do you think you will hold for the longest time For me I could see myself holding $SPGI or $MA potentially forever"
X Link 2026-02-10T21:07Z [---] followers, [----] engagements
"$HOOD will most likely be the company that I end up selling out of my portfolio next. Business is going in so many directions its hard for me to keep up with and project into the future at this point"
X Link 2026-02-10T23:07Z [---] followers, [---] engagements
"Last few times Ive checked the brokerage account it seems like $ADBE is in the red. Another red day today as this one cannot catch a bid Long term investors will be rewarded With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this"
X Link 2026-02-10T23:12Z [---] followers, [----] engagements
"@SayNoToTrading @gurufocus $MSCI is an incredible business as the indices business is one of the best Ive ever personally came across. Simply dont own it due to $SPGI exposure but would add it we see an even bigger dip"
X Link 2026-02-10T23:22Z [---] followers, [---] engagements
"I think I might be the only person with an X account that doesnt have a $ZETA position at this point Hope its a good investment for everyone"
X Link 2026-02-10T23:26Z [---] followers, [---] engagements
"@segen1971 I really like the index business. I would own moodys if I couldnt own SPGI I just wanted exposure to both ratings and indices and SP global gives me both is my simple answer"
X Link 2026-02-10T23:42Z [---] followers, [---] engagements
"@ManuInvests Youll do just fine the moat around indices and ratings is going nowhere anytime soon"
X Link 2026-02-11T00:41Z [---] followers, [---] engagements
"@Quantmarket Yeah hard to ever know what will happen short term in the market. I do know one day it will rerate and in the meantime theyre buying back a ton of shares"
X Link 2026-02-11T01:36Z [---] followers, [--] engagements
"Just listening to the $SPOT conference call and they said something that kind of caught me off guard. Theyre the leader in music globally (and are by far the best of the best) yet less than 10% of the world uses Spotify. I can easily see a world where 25%+ of the world uses Spotify on a monthly basis. Insane market share still to capture as the entire world enjoys music https://twitter.com/i/web/status/2021419214465052791 https://twitter.com/i/web/status/2021419214465052791"
X Link 2026-02-11T03:01Z [---] followers, [---] engagements
"$SPOT This morning I saw some people worried about slowed growth in premium users (11% TTM). This is what CEO Alex Norstrm said on this matter. He believes that as long as they're driving total engagement in the right direction that somewhere down the line the subscriber growth will eventually kick into full effect. I love the direction that $SPOT is headed. This was probably my favorite conference call I've had the chance to listen to so far this earnings season I highly recommend checking it out https://twitter.com/i/web/status/2021431963500913050"
X Link 2026-02-11T03:51Z [---] followers, [---] engagements
"$SPGI is down 20% YTD. It's viewed as a high moat stronghold especially around the ratings business however look how slow the Ratings business has been growing top line compared to the rest of the company. This would be seen as a concern to most if you didn't understand the fact that debt ratings are piling up on the sidelines for years now while S&P Global and $MCO Moody's are patiently waiting at the tollbooth. https://twitter.com/i/web/status/2021557831778869681 https://twitter.com/i/web/status/2021557831778869681"
X Link 2026-02-11T12:12Z [---] followers, [----] engagements
"@tdearling @grok Yes also a true compounder no doubt"
X Link 2026-02-11T12:34Z [---] followers, [--] engagements
"@FinanceJack44 Hot take $TSLA at $113 wasnt very cheap at all"
X Link 2026-02-11T14:36Z [---] followers, [---] engagements
"Valuation is the very last thing I look at for an investment as I focus long term. For example if meta grows at 15% EPS per year for the next ten years and Adobe grows at 12% per year for the next ten years. From todays prices meta would be at a [---] P/E and Adobe at a [---] P/E which is a very very small difference in the long term returns. The by far most important thing is the moat. The wider the moat the more likely you will see steady and consistent growth for long periods of time https://twitter.com/i/web/status/2021601163968147615 https://twitter.com/i/web/status/2021601163968147615"
X Link 2026-02-11T15:04Z [---] followers, [--] engagements
"Another [--] Week low for $ADBE Pretty much have to take this one for consideration people With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high"
X Link 2026-02-11T15:05Z [---] followers, [----] engagements
"Fresh [--] week lows for $INTU as well today. Im adding 👇 $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇 https://t.co/dvjRFXU6Zf $INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇"
X Link 2026-02-11T15:06Z [---] followers, [---] engagements
"Oh the market is flat today thats interesting Software is officially going to ZERO 🤓☝"
X Link 2026-02-11T15:49Z [---] followers, [----] engagements
"Welcome to the team @BillAckman $META is a phenomenal opportunity for long term investors"
X Link 2026-02-11T16:37Z [---] followers, [--] engagements
"@Ashton_1nvests $ADBE is hard to ignore. Such a wide moat combined with nice growth and a low evaluation. Always know what you own though here's a brief recap of my Adobe thesis. https://x.com/WillBiddy_/status/2012032347701723583s=20 With Adobe $ADBE stock price plummeting recently I thought now would be a great time for me to present a semi-deep dive on why I now have this as my largest position. Don't let the narrative alone change your opinion on a high quality company Lets dive in 🧵 https://t.co/hNY32msFa7 https://x.com/WillBiddy_/status/2012032347701723583s=20 With Adobe $ADBE stock"
X Link 2026-02-11T16:49Z [---] followers, [---] engagements
"@adymitruk I'm waiting for the AI disruption to happen Only thing being disrupted is the sentiment around the stock due to insane fears over AI"
X Link 2026-02-11T17:00Z [---] followers, [--] engagements
"I constantly research businesses. I add the highest of quality ones to my watchlist. The ones that I think are nearly perfect and can't be disrupted. I've never seen more of them severely undervalued than I see today. $META $INTU $ADBE $FICO $SPGI $MCO $AMZN $MSFT $UBER $CPRT If you have cash on the sidelines now is a phenomenal time to put that cash to use in my honest opinion https://twitter.com/i/web/status/2021632845966361061 https://twitter.com/i/web/status/2021632845966361061"
X Link 2026-02-11T17:10Z [---] followers, [----] engagements
"@goooonnney $DUOL $ADBE $META $INTU $UBER"
X Link 2026-02-11T17:25Z [---] followers, [---] engagements
"@ThinknStocks $MSCI should be on the list thats my fault Im sure I missed another one I was just thinking off the top of my head"
X Link 2026-02-11T17:31Z [---] followers, [---] engagements
"@CGInvesting10 The ones I see most are $ZETA $SOFI $AMD $IREN $HOOD"
X Link 2026-02-11T17:35Z [---] followers, [---] engagements
"@Dividend_Dollar $TOST is incredibly cheap today. Love $META also"
X Link 2026-02-11T18:15Z [---] followers, [---] engagements
"Its officially been one month since I decided to start posting on X as well as YouTube. Already at [---] X followers The YouTube is lagging far far behind (as expected) Check it out if you havent already link in my bio"
X Link 2026-02-11T18:40Z [---] followers, [---] engagements
"If you had this same thought process on every speculative asset (bitcoin ethereum Pokmon cards Lego sets fine arts wines etc.) youd have a lot of risk and a lot of upside. At the end of the day all of it is speculating and gambling. The goal is to bat as close to [----] as you possibly can. There are plenty of reasonable upside swings with equities and ETFs that actually hold intrinsic value to outperform gamblers long term https://twitter.com/i/web/status/2021659740766384213 https://twitter.com/i/web/status/2021659740766384213"
X Link 2026-02-11T18:56Z [---] followers, [---] engagements
"@QualCompounders Yes there are fears that Claude will compete heavily with their market intelligence and commodity insights businesses. I think it is very very unlikely that the ever enter that space"
X Link 2026-02-11T20:50Z [---] followers, [--] engagements
"@QualCompounders Thats for sure especially for ratings they do have other competitors in some business segments (like market intelligence and commodities) but the ratings and index business are two of the widest moats I know of"
X Link 2026-02-11T20:55Z [---] followers, [--] engagements
"New video on $DUOL out now on my YouTube Link in my bio check it out 🫡"
X Link 2026-02-11T21:32Z [---] followers, [---] engagements
"@Miko_Invest 🫡"
X Link 2026-02-11T22:13Z [---] followers, [--] engagements
"@FinanceJack44 What are your thoughts on their biggest customers (Google Amazon Microsoft Meta) actively working on reducing their reliance on Nvidia and AMD This is why I sold out of the company as its an extremely murky outlook in the future in an already very competitive field"
X Link 2026-02-11T22:29Z [---] followers, [--] engagements
"Well the AMD guide was definitely weak and we already saw multiple players in the back end of [--] say they were going to be going with either Google or Amazon or whatever due to costs. I think personally we saw Nvidia and AMD have such a head start that they were able to price whatever theyd like and now there are so many new entrants into the market and the fact that theyre the biggest companies with the best talent and most money in the world its not great for them. Even if Nvidia and AMD arent disrupted if they had to cut prices by 10-30% it could cut that growth in profits in half over the"
X Link 2026-02-11T22:43Z [---] followers, [--] engagements
"https://youtu.be/tCi4W6LbdY4si=Vu8j9T7rSVBj0GlG https://youtu.be/tCi4W6LbdY4si=Vu8j9T7rSVBj0GlG"
X Link 2026-02-11T22:46Z [---] followers, [---] engagements
"What is protecting every other chip maker from doing the exact same thing AMD is doing with due time is my real question. I see no switching costs network effects brand strength patents or brands that protect AMD in the coming years. I see it as a company who has to spend immensely to keep their 2nd place spot. If the AI cycle slows in the coming years or they lose any market share they will slow down incredibly fast https://twitter.com/i/web/status/2021723309923053964 https://twitter.com/i/web/status/2021723309923053964"
X Link 2026-02-11T23:09Z [---] followers, [--] engagements
"@FindleysFinance @Ashton_1nvests He cant buy them all"
X Link 2026-02-11T23:53Z [---] followers, [--] engagements
"@jakobe0909 Monster company"
X Link 2026-02-12T00:45Z [---] followers, [--] engagements
"Tomorrow we get the $TOST ER after hours. I love the trajectory and plan of this business to capture the entire market for small and mid sized restaurants. Two key things I'm eyeing for the report is Operating margins to tick up again and for subscription revenues to continue climbing closer to 45% YoY. https://twitter.com/i/web/status/2021755574178771300 https://twitter.com/i/web/status/2021755574178771300"
X Link 2026-02-12T01:17Z [---] followers, [---] engagements
"My median [--] year expected returns for every stock in my portfolio: (Reminder: projections mean absolutely nothing if the moat doesnt hold up) $ADBE: 26% CAGR $MA: 19% CAGR $META: 25% CAGR $GOOGL: 20% CAGR $SPGI: 18% CAGR $DUOL: 38% CAGR $NFLX: 18% CAGR $PYPL: 33% CAGR $INTU: 27% CAGR $SPOT: 16% CAGR $TOST: 21% CAGR $HOOD: 18% CAGR $UBER:27% CAGR https://twitter.com/i/web/status/2021777883258102144 https://twitter.com/i/web/status/2021777883258102144"
X Link 2026-02-12T02:46Z [---] followers, [----] engagements
"Drawing lines on a chart will not tell you whats going to happen to a company in the future. Share price follows the long term free cash flow per share. Learn to pick the businesses with the best chance of LONG term success and you will be a phenomenal investor"
X Link 2026-02-12T04:10Z [---] followers, [---] engagements
"Ranking the Moat/Competitive Advantages of the MAG7 from strongest to weakest: 1) $META Unbreakable network/ Railroad for worldwide communication nearly the entire world uses one of their platforms 2) $AMZN Logistical build out that simply cant be replicated as well as amazing network effects connecting merchants and consumers worldwide 3) $MSFT Embedded in nearly every business ever/High switching costs and network effects 4) $GOOGL Monopoly in information/search worldwide via Google and Youtube. Great network effects through their entire ecosystem 5) $APPL Incredible brand and quality of"
X Link 2026-02-12T04:32Z [---] followers, [----] engagements
"@sjb987654321 I think simply only looking at the moat of the business META has the strongest one although AMZN is very close"
X Link 2026-02-12T05:38Z [---] followers, [---] engagements
"@TheWiseIC @Marketbeating20 Ive seen it and sure its not too bad but it is nothing like a real ad it is still ai slop"
X Link 2026-02-12T13:18Z [---] followers, [--] engagements
"I hear a lot of people say you cant make a lot of money on the biggest companies in the world. I think this thesis is more than wrong. Im putting my money on $META $GOOGL $MA to be some of the best compounders in the market over the next decade. Only time will tell 🤷♂"
X Link 2026-02-12T13:42Z [---] followers, [----] engagements
"How does one get more Verified Followers without becoming a reply bot. Simply trying to post good content seems to work great for getting eyes on your page just not for people with blue check mark hitting follow. Interesting Follow me for my content not for my follow back"
X Link 2026-02-12T14:01Z [---] followers, [----] engagements
"@HolySmokas Bottom is in for $META 🤓"
X Link 2026-02-12T14:13Z [---] followers, [----] engagements
"@QualCompounders I like $AXP also"
X Link 2026-02-12T15:00Z [---] followers, [--] engagements
"@Dousek_Equity Unreal itll be flat for years"
X Link 2026-02-12T15:02Z [---] followers, [--] engagements
"This market is brutal. There will be a divide in those that buy the dip on these oversold sectors like Software and CAPEX spenders like $ADBE $META $MSFT $CRM and those that are now overpaying for $COST $WMT and other defensives to get away from AI exposure. I think we will see similar pain in the next year or so when the pivot begins to go the other way after we learn that AI wont take over the world https://twitter.com/i/web/status/2021972227940311499 https://twitter.com/i/web/status/2021972227940311499"
X Link 2026-02-12T15:38Z [---] followers, [----] engagements
"@BiscuitInvestor Thank the lord my boy biscuit is here"
X Link 2026-02-12T19:49Z [---] followers, [--] engagements
"@InvestingAddict I love $VOO always. In terms of stocks Im buying $ADBE $NFLX $UBER"
X Link 2026-02-12T20:47Z [---] followers, [---] engagements
"$TOST Another great quarter Beat on basically everything but EPS. [----] guide is right in line with estimates. Increased their buyback program by $500M Subscription services up 33% YoY OPERATING MARGIN UP TO 4.7% FROM 3.4% LAST QUARTER Instacart partnership Papa Murphys partnership (1000 new locations) Monster company on sale today https://twitter.com/i/web/status/2022076400896028846 https://twitter.com/i/web/status/2022076400896028846"
X Link 2026-02-12T22:32Z [---] followers, [---] engagements
"1) $SPOT Spotify No ai disruption risk (Spotify is and will continue to be a beneficiary of ai). Sticky Recurring Revenue with plenty of market share still to capture and True Pricing Power. FWD EV/FCF= [--] FCF per share growth= 28% TTM"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"2) $INTU Intuit QuickBooks TurboTax and Credit Karma Dominant force in small business operational task automation taxes and consumer credit tools. Entrenched Software Immense Network Effects and High Switching Costs combined with high margins and fast growth. FWD EV/FCF= [--] FCF per share growth= 24% TTM https://twitter.com/i/web/status/2022121776822509614 https://twitter.com/i/web/status/2022121776822509614"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"3) $NFLX Netflix The king of streaming. Dominant market share in at home entertainment and in an ideal spot to benefit from ai cutting costs and speed of film production by having the best distribution platform on earth. Massive scale Impressive Network Effects and Impressive Pricing Power. FWD EV/FCF= [--] FCF per share growth= 38% TTM"
X Link 2026-02-13T01:32Z [---] followers, [---] engagements
"With the severity of the discounts out there you have to begin asking questions like Will $ADBE be disrupted in [--] months If no you made a fantastic investment. Will $DUOL be disrupted in [--] months If no you made a fantastic investment. Will $INTU be disrupted in [--] months If no you made a fantastic investment. Will $UBER be disrupted in [--] months If no you made a fantastic investment. Will $SPGI be disrupted in [--] months If no you made a fantastic investment. Will $PYPL be disrupted in [--] months If no you made a fantastic investment. https://twitter.com/i/web/status/2022286090514714969"
X Link 2026-02-13T12:25Z [---] followers, [----] engagements
"@WideMoatCzar Adobe is a very high quality wide moat compounding machine. Paypal is an average business trading as it will go out of business in [--] years or less"
X Link 2026-02-13T16:54Z [---] followers, [---] engagements
"My portfolio is $60k. My long term goal is to compound at 15% annually and contribute $15000 a year. If I were to hit my goals I would have: $220k in [--] years $550k in [--] years $2.5M in [--] years $10.5M in [--] years $43M in [--] years Compounding is unreal"
X Link 2026-02-13T17:17Z [---] followers, [----] engagements
"@CGInvesting10 toss up between $MA and $META"
X Link 2026-02-13T17:26Z [---] followers, [---] engagements
"@MoneyHacks16 By following the formula from the greatest investor of all time put into play and of course a little bit of luck I have a post in my highlights going over my investment strategy if you're curious"
X Link 2026-02-13T20:19Z [---] followers, [--] engagements
"New video out now on the Youtube. Link in my bio check it out"
X Link 2026-02-13T21:01Z [---] followers, [---] engagements
"How will AI replace this fine art. Bullish $SPOT Michael Jacksons estate speaks on Sexyy Reds Beat It remix. We were totally unaware of this. The use of the music is unauthorized https://t.co/jmz7eFImKS Michael Jacksons estate speaks on Sexyy Reds Beat It remix. We were totally unaware of this. The use of the music is unauthorized https://t.co/jmz7eFImKS"
X Link 2026-02-12T23:39Z [---] followers, [---] engagements
"@TheStocksKing I do but its not near as detailed as my deep dives on twitter"
X Link 2026-02-13T14:53Z [---] followers, [--] engagements
"Great thought process here. I recently started a position in Uber after having a similar conversation with myself for over a year now but I finally came to the conclusion that availability not only for rides but for drivers as well I believe will continue to make them the biggest player and aggregator long term. Scale is arguably not a moat but I see it as a strong benefit towards Uber. https://twitter.com/i/web/status/2022362590014288224 https://twitter.com/i/web/status/2022362590014288224"
X Link 2026-02-13T17:29Z [---] followers, [--] engagements
"S&P Global ( $SPGI ) is one of the most important companies in the global markets today. I believe it will be an incredibly strong investment over the next decade out performing the broader market and the $SPY. Let's dig in 🧵"
X Link 2026-01-17T17:27Z [---] followers, 12.1K engagements
"I do not care about your one week YTD three month or one year total gains. This is a long game I plan to outperform for the next 20+ years"
X Link 2026-02-01T04:21Z [---] followers, 12.7K engagements
"The market pivot from tech and growth into defensives has gotten severe. Here are [--] amazing opportunities that I'm taking advantage of that I believe long term investors should seriously consider 🧵👇"
X Link 2026-02-13T01:32Z [---] followers, [----] engagements
"I learned almost everything I know from simply starting investing early listening to endless hours of podcasts/ youtube videos when I can and reading a few investment books on occasion. I have one video going over my strategy on my channel as well as I have a post in my highlights here on X going over my strategy as well. Thanks for the support https://twitter.com/i/web/status/2022404695634120965 https://twitter.com/i/web/status/2022404695634120965"
X Link 2026-02-13T20:17Z [---] followers, [--] engagements
"Got my GF one share of $ADBE and one share of $PYPL for Valentines Day today. She left me afterwards"
X Link 2026-02-14T13:09Z [---] followers, [----] engagements
"Busy weekend for me so I wont be researching any stocks but what businesses will you be looking into"
X Link 2026-02-14T15:31Z [---] followers, [---] engagements
"@WideMoatCzar Love $META also"
X Link 2026-02-14T20:14Z [---] followers, [---] engagements
"Whats your favorite buy in the market right now"
X Link 2026-02-12T20:42Z [---] followers, [---] engagements
"This is one of my favorite charts for $INTU. Historically we have seen Stock Based Comp grow in line or ahead of Free Cash Flow for the company. Now we are seeing SBC become stable while FCF is still skyrocketing up and to the right. I believe if we see $INTU get disrupted we will see every single software company in existence get disrupted by ai. I believe this company will return 25% CAGR for me over the next decade. https://twitter.com/i/web/status/2022289438907207776 https://twitter.com/i/web/status/2022289438907207776"
X Link 2026-02-13T12:39Z [---] followers, [----] engagements
"I have posted deep dives on $ADBE $SPGI $META and now $INTU (You can find all of them in my highlights) Which one is next $DUOL $SPOT $TOST $MA Duolingo Spotify Mastercard Toast Duolingo Spotify Mastercard Toast"
X Link 2026-02-13T13:32Z [---] followers, [----] engagements
"@FinanceJack44 The short term depreciation even if it goes from 8% of revenues up to 20% will still be insignificant if this build out results in acceleration of revenue growth long term imho"
X Link 2026-02-13T20:22Z [---] followers, [---] engagements
"Pick one portfolio to full port without selling for the next [--] years. 25/25/25/25 split A: $TSLA $CVNA $IREN $BTC B: $MSFT $INTU $PYPL $QQQ C: $AMZN $PLTR $FICO $SCHD D: $META $PINS $COST $VOO A B D C A B D C"
X Link 2026-02-14T00:26Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing