# ![@WisemanCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28489821.png) @WisemanCap Kaushik

Several tech companies, including Amazon ($AMZN), Microsoft ($MSFT), Alphabet ($GOOGL), and Meta ($META), reported strong quarterly earnings, with Amazon's AWS and Microsoft's Azure showing significant growth. Additionally, companies like Nvidia ($NVDA) and Google Cloud continue to make advancements in AI and cloud computing. Many analysts have raised their price targets for these companies, citing strong momentum and growth prospects.

### Engagements: [-----] [#](/creator/twitter::28489821/interactions)
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### Mentions: [--] [#](/creator/twitter::28489821/posts_active)
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### Followers: [-------] [#](/creator/twitter::28489821/followers)
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- [--] Week [-------] +0.12%
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### CreatorRank: [-------] [#](/creator/twitter::28489821/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  77.72% [technology brands](/list/technology-brands)  49.22% [finance](/list/finance)  15.03% [social networks](/list/social-networks)  3.11% [cryptocurrencies](/list/cryptocurrencies)  2.07% [financial services](/list/financial-services)  1.55% [exchanges](/list/exchanges)  0.52%

**Social topic influence**
[$googl](/topic/$googl) #3042, [ai](/topic/ai) 9.84%, [$amzn](/topic/$amzn) #221, [meta](/topic/meta) 9.33%, [strong](/topic/strong) 7.25%, [$meta](/topic/$meta) #447, [we are](/topic/we-are) 4.66%, [$msft](/topic/$msft) 4.66%, [$now](/topic/$now) #143, [googl](/topic/googl) #28

**Top accounts mentioned or mentioned by**
[@carlos3542](/creator/undefined) [@futureman1977](/creator/undefined) [@manthantweets1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jitesh_parikh](/creator/undefined) [@problemsniper](/creator/undefined) [@nkblitz](/creator/undefined) [@equitybrian](/creator/undefined) [@r5ive8](/creator/undefined) [@itsamekaaay](/creator/undefined) [@sandmansays](/creator/undefined) [@dopplegangerxyx](/creator/undefined) [@aarpar008](/creator/undefined) [@troutandchar](/creator/undefined) [@cryptodaaddy](/creator/undefined) [@jlhaggerty1](/creator/undefined) [@saraltrader](/creator/undefined) [@ruth_capital](/creator/undefined) [@ramrulez1](/creator/undefined) [@placigyunv6567](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Atlassian Corporation PLC (TEAM)](/topic/$team) [AppLovin Corporation (APP)](/topic/$app) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Morgan Stanley (MS)](/topic/morgan-stanley) [Datadog Inc (DDOG)](/topic/$ddog) [Unity Software Inc. (U)](/topic/$u) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Roblox Corp. (RBLX)](/topic/$rblx) [monday.com Ltd. (MNDY)](/topic/$mndy) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Oracle Corporation (ORCL)](/topic/$orcl) [GitLab Inc. (GTLB)](/topic/$gtlb) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Braze Inc. (BRZE)](/topic/$brze) [Advanced Micro Devices (AMD)](/topic/$amd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [CoreWeave, Inc (CRWV)](/topic/$crwv) [On Holding AG (ONON)](/topic/$onon) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Intuit Inc. (INTU)](/topic/$intu) [Snowflake Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Helium IOT (IOT)](/topic/$iot) [Goldman Sachs (GS)](/topic/goldman-sachs) [Shopify Inc (SHOP)](/topic/$shop) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Mario Coin (COIN)](/topic/$coin) [Zscaler Inc (ZS)](/topic/$zs) [Spotify Technology (SPOT)](/topic/$spot) [Capital One Financial Corp. (COF)](/topic/$cof) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NBIS DA Davidson has a totally opposite view from $CRWV We reiterate our BUY and $150 price target on Nebius Group after the company delivered strong results while raising its CY26 contracted power guidance and introducing guidance that has the company exiting CY26 with an annualized revenue run-rate between $7-9B. Management continued to highlight how they're seeing heightened demand for compute across all their data center regions and across GPU generations with significant capacity being contracted out and coming online over the next year FY2026."  
[X Link](https://x.com/WisemanCap/status/1988613659564884149)  2025-11-12T14:23Z 111.1K followers, 34.5K engagements


"$COIN Erste Group Downgrades to Hold 'The lucrative private customer revenues will decline'"  
[X Link](https://x.com/WisemanCap/status/1991501494101930487)  2025-11-20T13:38Z 111.1K followers, [----] engagements


"$ZS sold off after last ER. Where would you add"  
[X Link](https://x.com/WisemanCap/status/1994936200109686926)  2025-11-30T01:07Z 111.2K followers, 14.2K engagements


"$TTAN beat/raise"  
[X Link](https://x.com/WisemanCap/status/1996695741088379037)  2025-12-04T21:38Z 111.1K followers, [----] engagements


"$TTAN PT Lowered to $140 at Piper Sandler 25% Q3 Growth Driven by Continued Commercial + Pro Momentum; TTAN posted another quarter of healthy 25% y/y revenue growth on an $11M beat to the midpoint guide driven by continued commercial and Pro product growth and usage revenue upside from strong GTV results and greater-than-expected fintech attach. We see upside to conservative Q4 growth guidance that implies further deceleration to 17% y/y in Q4 based on a robust demand environment (including increased appetite to adopt AI by the trades) and encouraging process across key growth vectors (e.g."  
[X Link](https://x.com/WisemanCap/status/1996922345127121195)  2025-12-05T12:39Z 111.1K followers, [----] engagements


"$TTAN PT Raised to $160; TD Cowen: 'We Would Be Adding to Positions'"  
[X Link](https://x.com/WisemanCap/status/1996946192073367628)  2025-12-05T14:14Z 111.1K followers, [----] engagements


"Top [--] chip stocks to buy for [----] - BofA Nvidia Broadcom Lam Research KLA Analog Devices and Cadence Design Systems"  
[X Link](https://x.com/WisemanCap/status/2000921094619115602)  2025-12-16T13:28Z 111.2K followers, 18.5K engagements


"UBS: We remain very bullish on $ONON - Buy PT $85 We forecast On delivering 20% 24% and 20% 5- yr. sales adjusted EBITDA EPS CAGRs respectively and expect strong growth to continue from there. This type of growth would make On one of the world's fastest- growing athletic wear brands. https://twitter.com/i/web/status/2005631106549518357 https://twitter.com/i/web/status/2005631106549518357"  
[X Link](https://x.com/WisemanCap/status/2005631106549518357)  2025-12-29T13:24Z 111.1K followers, 12K engagements


"Merck Discussed $28B-$32B Price For Revolution Medicines - FT"  
[X Link](https://x.com/WisemanCap/status/2009378693433409722)  2026-01-08T21:36Z 111.1K followers, [----] engagements


"$MNDY 'Half Price Sale but MNDY is Not on Clearance; Compelling Mid-Cap Buy' PT $260 Jefferies"  
[X Link](https://x.com/WisemanCap/status/2011799696872808458)  2026-01-15T13:56Z 111.2K followers, [----] engagements


"$MNDY Guggenheim Reiterates Buy PT $250 We believe will report revenue growth of 25% in 4Q25 (vs. consensus/guidance at +23%) and 27% for full-year FY25 followed by 23% revenue growth in FY26 achievable with deceleration in New ARR growth by our math. However we believe FY26 guidance will likely start below consensus of $1.491B (+21.5% vs. FY25 consensus). For instance if management were to solve for similar upside to initial guidance as in FY24 (FY25 upside will be lower due to weakness in paid search) and bake in conservatism for GTM uncertainty then guidance could start at 17-19% growth in"  
[X Link](https://x.com/WisemanCap/status/2012146072987345044)  2026-01-16T12:53Z 111.2K followers, [----] engagements


"$TEAM Revenue & Growth Projections (FY26) Projected Revenue: $6.15B - $6.31B Projected YoY Growth: 20.8% But somehow market thinks it is done"  
[X Link](https://x.com/WisemanCap/status/2013089665465671869)  2026-01-19T03:22Z 111.1K followers, 52.6K engagements


"$TEAM looks like a dying company right $TEAM Revenue & Growth Projections (FY26) Projected Revenue: $6.15B - $6.31B Projected YoY Growth: 20.8% But somehow market thinks it is done. $TEAM Revenue & Growth Projections (FY26) Projected Revenue: $6.15B - $6.31B Projected YoY Growth: 20.8% But somehow market thinks it is done"  
[X Link](https://x.com/WisemanCap/status/2013098130141569285)  2026-01-19T03:56Z 111.1K followers, 39.2K engagements


"What are you panic buying tomorrow"  
[X Link](https://x.com/WisemanCap/status/2013418928794431514)  2026-01-20T01:10Z 111.1K followers, 46.8K engagements


"$TTAN Morgan Stanley Upgrades to Overweight Raises PT to $131 Names Stock 'Top Pick'"  
[X Link](https://x.com/WisemanCap/status/2013614692389032021)  2026-01-20T14:08Z 111.2K followers, [----] engagements


"$DDOG 'Our Favorite H1'26 Cloud-Infrastructure Idea' - Bernstein PT $180 As we enter [----] negative competitive narratives vs. Datadog are once again gaining hold. The stock peaked briefly over $200 after strong Q3 earnings in November but ever since Palo Alto announced the Chronosphere acquisition (Nov 19th) and followed it with aggressive messaging that they will push Datadog out of OpenAI the stock has only gone one direction: down. Our expected 25% growth ex-AI in [--] could prove too conservative. Our model triangulates off a bottom-up approach and top-down AWS expectations as a bellwether."  
[X Link](https://x.com/WisemanCap/status/2013971230345609686)  2026-01-21T13:45Z 111.1K followers, [----] engagements


"Software Universe Valuation Tables (by Growth Cohorts) - KeyBanc look at those multiples how they have reset"  
[X Link](https://x.com/WisemanCap/status/2014191296072810560)  2026-01-22T04:20Z 111.2K followers, 31.1K engagements


"$TEAM is 'attractive' after 25% year-to-date drop: Morgan Stanley Morgan Stanley believes concerns about AIs impact on Atlassians seat-based model are exaggerated. AI is a tailwind for TEAM the Weiss wrote citing more developers more complex AI app work needing coordination and AI-infused products that should boost stickiness migrations and upsell. The firm also highlights Atlassians strong enterprise momentum traction with broad solution portfolio and diversified user base which it says remain underappreciated. The bank argues that topline guidance looks conservative given steadier IT"  
[X Link](https://x.com/WisemanCap/status/2014349354841292979)  2026-01-22T14:48Z 111.1K followers, [----] engagements


"$RBRK and $CVLT both fall into our top [--] current picks and we'd be buying them at these levels - Piper"  
[X Link](https://x.com/WisemanCap/status/2014360543457677622)  2026-01-22T15:32Z 111.1K followers, 17.3K engagements


"$MNDY PT Lowered to $220 at KeyBanc upcoming quarter and guidance carry a little more weight than usual. The fourth quarter results and initial full-year guidance cycle are always more important but this Company in particular finds itself in a tough spot and the chatter on the near-term outlook has risen and risen in recent weeks. We are hoping this guidance game can be a reset of sorts and we can get back to analyzing fundamental merits but for now a point of growth here or there is material. http://monday.com http://monday.com http://monday.com http://monday.com"  
[X Link](https://x.com/WisemanCap/status/2014362595948691835)  2026-01-22T15:40Z 111.2K followers, [----] engagements


"$GTLB rumor"  
[X Link](https://x.com/WisemanCap/status/2014425263044755546)  2026-01-22T19:49Z 111.1K followers, 24K engagements


"$TEAM $GTLB seeing lot of call activity"  
[X Link](https://x.com/WisemanCap/status/2014437257701376225)  2026-01-22T20:37Z 111.1K followers, 15.2K engagements


"$SPOT Goldman Upgrades to Buy PT $700"  
[X Link](https://x.com/WisemanCap/status/2014450847787389196)  2026-01-22T21:31Z 111.1K followers, [----] engagements


"Citi on $AMZN ER preview We expect Amazons 4Q25 results to come in better-than-consensus expectations across both Revenue and Operating Income. More specifically we project AWS revenue growth to accelerate to +22.5% Y/Y in 4Q on greater AI partnerships and infra buildout. On retail given what appears to have been a strong online holiday shopping season based on 3P data + Citi credit card data we believe Amazon continued to gain share of wallet. Lastly greater advertising demand and efficiencies should result in OI to come in above the high-end of guidance. That said the focus remains"  
[X Link](https://x.com/WisemanCap/status/2014556199426162810)  2026-01-23T04:30Z 111.1K followers, 20.6K engagements


"Databricks secures $1.8 billion in new financing"  
[X Link](https://x.com/WisemanCap/status/2014761242804814148)  2026-01-23T18:04Z 111.1K followers, 12.3K engagements


"Anyone likes $COF"  
[X Link](https://x.com/WisemanCap/status/2014785338645032998)  2026-01-23T19:40Z 111.1K followers, 10.4K engagements


"Merck ends acquisition talks with Revolution Medicines - WSJ"  
[X Link](https://x.com/WisemanCap/status/2015588824819397047)  2026-01-26T00:53Z 111.1K followers, 10K engagements


"$APP Needham Upgrades to Buy PT $700"  
[X Link](https://x.com/WisemanCap/status/2015769435324490235)  2026-01-26T12:50Z 111K followers, [----] engagements


"$MSFT Azure Shaping Up Well Against Tough Sentiment - Raymond James MSFT reports F2Q26 results on Wednesday January [--] after market close. Sentiment on the stock is flagging with the company trading lower along with many of its Mag [--] compatriots (though notably not Alphabet). Checks point to a strong quarter from Azure with non-AI workloads continuing to power the segment as AI supply remains capped. Rising worries around memory availability/pricing are sparking worries that Microsofts target for supply/ demand break-even (currently FY26-end) may slip yet again though we believe it is still"  
[X Link](https://x.com/WisemanCap/status/2015770186046193745)  2026-01-26T12:53Z 111.1K followers, 11.3K engagements


"NVIDIA has invested $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share"  
[X Link](https://x.com/WisemanCap/status/2015776340541346035)  2026-01-26T13:18Z 111.1K followers, [----] engagements


"$CRWV DA Davidson Upgrades to Buy 'Time to Get Constructive' PT $110"  
[X Link](https://x.com/WisemanCap/status/2015793736140394878)  2026-01-26T14:27Z 111.1K followers, [----] engagements


"$TEAM up $20+ the past few sessions. SaaS is not dead"  
[X Link](https://x.com/WisemanCap/status/2015796302127464466)  2026-01-26T14:37Z 111.2K followers, [----] engagements


"AI Stack $AMZN"  
[X Link](https://x.com/WisemanCap/status/2016009701679632773)  2026-01-27T04:45Z 111.1K followers, 23.5K engagements


"Agentic Shopping $AMZN $GOOGL $META"  
[X Link](https://x.com/WisemanCap/status/2016012606939754782)  2026-01-27T04:57Z 111.1K followers, 12.3K engagements


"$CVLT getting smoked after ER not helping $RBRK $CVLT Guidance FY2026 revenue of $1.177-1.17B $1.31B Est"  
[X Link](https://x.com/WisemanCap/status/2016163837603676365)  2026-01-27T14:58Z 111.1K followers, 18.3K engagements


"$UNH PT Lowered to $396 at Piper Sandler 'Buyers on Selloff' We reiterate our OW rating on in-line CY25 adjusted EPS and solid CY26 guidance. We publish our preliminary model update ahead of 11:15am PST callback with the company. We recognize that the CY27 Advance Notice suggests persistent funding headwinds in MA but believe that UNH will take necessary action to preserve MA margin in the absence of a positive revision with the Rate Announcement in April. We remain very confident in CEO Stephen Hemsley's ability to optimize margins at UHC; restore profitability within Optum Health's VBC"  
[X Link](https://x.com/WisemanCap/status/2016322437038932218)  2026-01-28T01:28Z 111.1K followers, 11.2K engagements


"$META Q4 [----] Consensus Estimates Revenue $58.5B EBITDA $35.1B EBIT $23.9B EPS $8.18"  
[X Link](https://x.com/WisemanCap/status/2016324258373488949)  2026-01-28T01:35Z 111.1K followers, 17.5K engagements


"$NOW Q4 [----] Consensus Estimates Revenue $3.53B EBITDA $1.22B EBIT $1.07B EPS $0.89"  
[X Link](https://x.com/WisemanCap/status/2016325168793321527)  2026-01-28T01:39Z 111.1K followers, 14.7K engagements


"Bernstein on $META PT $870 Its still January which means gyms are full of new year resolutioners weather permitting. In the AI gym where gains are measured in tokens and MMLU scores Meta looks the scrawny kid in a gym full of bodybuilders named Claude Gemini GPT and Grok. But dont mistake size for strength. What if Meta is the elite bodybuilder Anatoly in disguise And isnt the point to get in shape not just look bigger Its an expensive gym membership but the greatest feeling you can get is the pump. Expect Meta to still be lifting in December. 😂"  
[X Link](https://x.com/WisemanCap/status/2016500104191262933)  2026-01-28T13:14Z 111.1K followers, 42.2K engagements


"$NOW Deep-Dive Partner Interviews: Demand Stable-to-Positive Vibe Coding Not a Threat 20% Threshold Wont Be Easy but Not Out of Reach - Overweight PT $215 JP Morgan"  
[X Link](https://x.com/WisemanCap/status/2016511006156247191)  2026-01-28T13:57Z 111.1K followers, 11.5K engagements


"@RihardJarc I have been hearing GCP is accelerating at scale"  
[X Link](https://x.com/WisemanCap/status/2016525688128622604)  2026-01-28T14:56Z 111.1K followers, [----] engagements


"$MSFT Q2 EPS $4.14 $3.93 Est Revenue $81.27B $80.23B Est"  
[X Link](https://x.com/WisemanCap/status/2016618318355189966)  2026-01-28T21:04Z 111.1K followers, [----] engagements


"$NOW Q4 EPS $0.92 $0.89 Est Revenue $3.57B $3.53B Est"  
[X Link](https://x.com/WisemanCap/status/2016621052861075967)  2026-01-28T21:15Z 111.1K followers, [----] engagements


"Service Now taking down SaaS"  
[X Link](https://x.com/WisemanCap/status/2016624412444020803)  2026-01-28T21:28Z 111.1K followers, 19.8K engagements


"$META $100 point move the past week 👏 I expect $AMZN to be the next big winner in Mega caps"  
[X Link](https://x.com/WisemanCap/status/2016624932755820683)  2026-01-28T21:30Z 111.1K followers, 22.4K engagements


"Nvidia Microsoft Amazon in talks to invest up to $60 billion in OpenAI The Information"  
[X Link](https://x.com/WisemanCap/status/2016712490512732524)  2026-01-29T03:18Z 111.1K followers, 12.1K engagements


"$MSFT Reiterate Buy $675 PT - Truist While we believe the stock reaction is due to Azure growth & elevated Capex we view 2Q as fundamentally strong beneath the surface. Commercial performance was robust w/ bookings up over 230% y/y & commercial RPO reaching $625 billion highlighting durable demand across a broad customer base. Azure growth continues to be supply-constrained but mgmt reiterated that demand exceeds available capacity & that capacity is allocated across 1st party AI products R&D & Azure. We continue to view Microsoft as a top tier LT compounder w/ multiple attractive growth"  
[X Link](https://x.com/WisemanCap/status/2016751869075529886)  2026-01-29T05:54Z 111.1K followers, 13.1K engagements


"$META PT Raised to $930 at Canaccord Genuity"  
[X Link](https://x.com/WisemanCap/status/2016752597659693392)  2026-01-29T05:57Z 111.1K followers, 13.2K engagements


"$META PT Raised to $1000 at Jefferies"  
[X Link](https://x.com/WisemanCap/status/2016855510738493663)  2026-01-29T12:46Z 111.1K followers, 19.9K engagements


"$NOW 'Don't Let Perfect Be the Enemy of Great; Primed for a Solid 2026' - Jefferies Buy PT $175 NOW beat guidance for CC sub rev by 130bps and op mgn by 90bps. Some might nitpick the 100bp organic CC cRPO beat but we find it impressive given the 3Q early renewals and NOW's scale. The FY26 organic CC growth outlook of 18.5-19% is a solid starting point. Zooming out NOW delivered 20% organic growth in [----] and has a clear path to reach 20% again in [----] while delivering margin expansion. We cannot predict when but we expect investors to reward it."  
[X Link](https://x.com/WisemanCap/status/2016856297732559323)  2026-01-29T12:49Z 111.1K followers, 16.1K engagements


"$MSFT 'AI Momentum Reinforces Long-Term Visibility' RBC PT $640 Microsoft delivered a solid quarter with revenue EPS and operating margins exceeding expectations but results weren't enough to clear elevated expectations leading shares down 6% AMC. Azure growth of 39% YoY (38% CC) remained steady and in line with our sense of buy-side expectations while operating discipline and efficiency gains helped offset higher Al infrastructure investment. With Al monetization broadening and much of incremental Al capacity already contracted we see continued upside in growth and margins and MSFT remains"  
[X Link](https://x.com/WisemanCap/status/2016857501007040649)  2026-01-29T12:54Z 111.1K followers, 12.7K engagements


"$NOW PT Raised to $216 at Goldman"  
[X Link](https://x.com/WisemanCap/status/2016864176946500075)  2026-01-29T13:21Z 111.1K followers, 11.6K engagements


"$ASML PT Raised at Bernstein; 'Market irrationality is an opportunity' PT $1911"  
[X Link](https://x.com/WisemanCap/status/2016886539343839689)  2026-01-29T14:49Z 111K followers, [----] engagements


"UBS raises gold target to $6200/oz"  
[X Link](https://x.com/WisemanCap/status/2016935515157909865)  2026-01-29T18:04Z 111.1K followers, [----] engagements


"Can we extend this blood bath to space energy semis etc"  
[X Link](https://x.com/WisemanCap/status/2016951321447059801)  2026-01-29T19:07Z 111.1K followers, 22.1K engagements


"Amazon Discusses Investing as Much as $50 Billion in OpenAI Sources Say -- WSJ Amazon CEO Andy Jassy Directly Involved in Amazon's Funding Negotiations With OpenAI ChatGPT-Maker Seeking to Raise Up to $100 Billion In New Round"  
[X Link](https://x.com/WisemanCap/status/2016974337065341078)  2026-01-29T20:38Z 111.1K followers, 13.5K engagements


"$WDC nice beat/raise"  
[X Link](https://x.com/WisemanCap/status/2016982014717833530)  2026-01-29T21:09Z 111.1K followers, [----] engagements


"$SNDK Guidance Q3 [----] EPS $12.00-$14.00 $4.21 Est Q3 [----] revenue $4.4-4.8B $2.92B Est"  
[X Link](https://x.com/WisemanCap/status/2016982590595694765)  2026-01-29T21:11Z 111.1K followers, 20.2K engagements


"$AMZN: 'remains our top eCommerce pick for 2026' Wedbush PT $340 Amazon is scheduled to report 4Q results on Thursday February [--] after market close. Investor confidence has been building with sentiment turning more positive following the company's strong report last quarter. AWS growth was well ahead of expectations and we are encouraged by the implied level of AWS demand given the pace of backlog growth and additional supply coming online over the next twelve months. We expect [----] to be a big year for AWS serving to catalyze shares toward our $340 PT as the year plays out. Shares now trade"  
[X Link](https://x.com/WisemanCap/status/2017224014050242872)  2026-01-30T13:10Z 111.1K followers, 29.5K engagements


"Bernstein on $NOW Reiterates Outperform PT $219"  
[X Link](https://x.com/WisemanCap/status/2017226966588698827)  2026-01-30T13:22Z 111.1K followers, 21.1K engagements


"RBC Capital on Software Stocks: 'What We'd be Buying on the Pullback' $MSFT $CRWD $DDOG $HUBS $INTU $MDB $NOW $SNOW"  
[X Link](https://x.com/WisemanCap/status/2017235887218954668)  2026-01-30T13:58Z 111.1K followers, 22K engagements


"$AVGO Wolfe upgrades to Outperform on TPU scale-up sees AI driving earnings power"  
[X Link](https://x.com/WisemanCap/status/2017236288706113946)  2026-01-30T13:59Z 111.1K followers, [----] engagements


"$EXPE names $AFRM exclusive US buy now pay later provider"  
[X Link](https://x.com/WisemanCap/status/2017241672237916393)  2026-01-30T14:21Z 111.1K followers, [----] engagements


"$U dumping $U and $TTWO are trading lower as Googles Project Genie demos spark a new worry: if AI world-models can generate interactive worlds end-to-end game engines could matter less over time. https://t.co/9Zm8p8eZ5P $U and $TTWO are trading lower as Googles Project Genie demos spark a new worry: if AI world-models can generate interactive worlds end-to-end game engines could matter less over time. https://t.co/9Zm8p8eZ5P"  
[X Link](https://x.com/WisemanCap/status/2017253958579036450)  2026-01-30T15:09Z 111.1K followers, 12.2K engagements


"$U $RBLX $TTWO dumping on Google news https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/ https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/"  
[X Link](https://x.com/WisemanCap/status/2017260233081655712)  2026-01-30T15:34Z 111.1K followers, [----] engagements


"$SOFI Buy the weakness PT $38 - Mizuho SOFI stock is trading down 4% after spiking nicely pre-market following an outstanding quarter with upbeat [----] & medium-term guides. The culprit seems to be concerns about loss of Chime. We believe these worries are overblown and recommend buying on today's weakness mainly for the following [--] reasons: (1) The 4Q guide already included the loss of Chime so this should not be a surprise to investors. (2) The revenue in 4Q from Chime was in accordance with the contract and the level of generation was consistent with the last six quarters.i.e. no big"  
[X Link](https://x.com/WisemanCap/status/2017311564702093432)  2026-01-30T18:58Z 111.1K followers, 33.8K engagements


"$GOOGL 4Q Preview: Expecting an upside quarter on usage ramp - BofA PT $370 Reports 2/4. Strong Meta results suggest a stable 4Q ad market and we think usage may have accelerated on Gemini [--] release we are slightly raising search estimates (to 15% growth vs 14%). We think Search growth expectations could be 15-16% (vs Street at 13%) and YouTube 14-15% (vs 13%). We now expect 4Q Rev/EPS of $95.9bn/$2.65 vs Street $95.2bn/$2.64. We est. 4Q Opex of $28.0bn (+13% y/y) with operating margins +119bps y/y. Job data suggests disciplined hiring trends with openings down 7% q/q (vs Street +0.5% q/q)."  
[X Link](https://x.com/WisemanCap/status/2017630141971894316)  2026-01-31T16:04Z 111.1K followers, 15.2K engagements


"$ORCL Funding the Future: ORCL Buys Time for Its AI Ambitions Jefferies Buy PT $400"  
[X Link](https://x.com/WisemanCap/status/2018308619570499846)  2026-02-02T13:00Z 111.1K followers, 11.9K engagements


"$AMZN At 13x NTM EV/EBITDA too cheap at early stage of AWS re-acceleration - Jefferies Buy PT $300 AMZN trades at 13x NTM EV/EBITDA [--] turns below 10-yr avg and [--] turns below WMT. We think that's too cheap at early stage of AWS re-acceleration. Backlog a leading indicator is pumping up and could reach mid-20s+ growth in Q4 thx to: 1) easiest comp of the yr 2) strong start with Oct. bookings Q3 total 3) robust checks & surveys. Holiday sales were resilient and efficiency initiatives should drive EBIT upside. 25% upside to SOTP-supported $300 PT; Buy. Attractive set-up. CY27E EV/EBITDA 10.3x"  
[X Link](https://x.com/WisemanCap/status/2018310152940879994)  2026-02-02T13:06Z 111.2K followers, 32.3K engagements


"$U remains a BTIG 1H26 Top Pick PT $60"  
[X Link](https://x.com/WisemanCap/status/2018310639786365073)  2026-02-02T13:08Z 111.1K followers, [----] engagements


"Snowflake and OpenAI announce $200M partnership agreement The collaboration will make OpenAI models available within Snowflake Cortex AI across major cloud platforms for the company's [-----] global customers"  
[X Link](https://x.com/WisemanCap/status/2018327666190159940)  2026-02-02T14:16Z 111.1K followers, 12.5K engagements


"$AMZN We increase our [----] AWS revenue growth estimate to +25% Y/Y - PT Raised to $315 at Citizens"  
[X Link](https://x.com/WisemanCap/status/2018391965902283087)  2026-02-02T18:31Z 111.2K followers, 54.5K engagements


"Oh boy they are destroying anything software"  
[X Link](https://x.com/WisemanCap/status/2018423191958614410)  2026-02-02T20:36Z 111.2K followers, 27.5K engagements


"Can we take down PLTR asking for a friend lol"  
[X Link](https://x.com/WisemanCap/status/2018427851033432388)  2026-02-02T20:54Z 111.1K followers, 12.2K engagements


"$PLTR guiding for FY2026 at 60.5% YoY growth is impressive"  
[X Link](https://x.com/WisemanCap/status/2018434007634219332)  2026-02-02T21:19Z 111.1K followers, 17.5K engagements


"$GOOGL PT Raised to $400 at Mizuho"  
[X Link](https://x.com/WisemanCap/status/2018683373313475004)  2026-02-03T13:49Z 111.2K followers, 12.8K engagements


"$MSFT on a forward earnings basis is becoming too compelling"  
[X Link](https://x.com/WisemanCap/status/2018687433294921846)  2026-02-03T14:06Z 111.1K followers, 48.1K engagements


"We only need hardware moving forward lol"  
[X Link](https://x.com/WisemanCap/status/2018701662190264786)  2026-02-03T15:02Z 111.2K followers, 24.7K engagements


"Wherever you are hiding they are going to smoke you out"  
[X Link](https://x.com/WisemanCap/status/2018756188662530541)  2026-02-03T18:39Z 111.1K followers, 11.6K engagements


"$META [--] points away from gapfill. Bring it and we can add more"  
[X Link](https://x.com/WisemanCap/status/2018758339484914024)  2026-02-03T18:47Z 111.2K followers, 12.8K engagements


"$EA $TTWO beat"  
[X Link](https://x.com/WisemanCap/status/2018793762475147366)  2026-02-03T21:08Z 111.1K followers, [----] engagements


"$NET long-term growth opportunity is underappreciated BTIG Upgrades to Buy"  
[X Link](https://x.com/WisemanCap/status/2019045736567251387)  2026-02-04T13:49Z 111.2K followers, [----] engagements


"So we close to done for software and now hardware"  
[X Link](https://x.com/WisemanCap/status/2019089608961835187)  2026-02-04T16:44Z 111.1K followers, 14.4K engagements


"@JRambo0810 i understand your stress with the way stock has dumped. I would add here :)"  
[X Link](https://x.com/WisemanCap/status/2019115863551668531)  2026-02-04T18:28Z 111.1K followers, [----] engagements


"BTIG thinks the Pre Valentine Day SaasAcre might be reaching a tactical bottom"  
[X Link](https://x.com/WisemanCap/status/2019134468985090165)  2026-02-04T19:42Z 111.1K followers, [----] engagements


"GCP killing it $GOOGL Cloud revenue + 48% to $17.7 billion led by GCP $GOOGL Cloud revenue + 48% to $17.7 billion led by GCP"  
[X Link](https://x.com/WisemanCap/status/2019156591694737772)  2026-02-04T21:10Z 111.1K followers, 10K engagements


"Google earnings call https://abc.xyz/investor/events/event-details/2026/2025-Q4-Earnings-Call-2026-Dr_C033hS6/default.aspx https://abc.xyz/investor/events/event-details/2026/2025-Q4-Earnings-Call-2026-Dr_C033hS6/default.aspx"  
[X Link](https://x.com/WisemanCap/status/2019161558413373453)  2026-02-04T21:30Z 111.1K followers, [----] engagements


"Sundar is Super Bullish so far"  
[X Link](https://x.com/WisemanCap/status/2019162567378374773)  2026-02-04T21:34Z 111.1K followers, [----] engagements


"Jefferies Reiterates $400 PT on $GOOGL Cloud grew 48% y/y vs. JEFe 36% (9% beat) accelerating from 34% in Q3. FY26 capex $175-185B implies 97% growth at mid-pt accelerating from FY25's 74% growth to $91B. This speaks to momentum in AI Gemini & core bus. in our view. Search grew 17% vs. JEFe 14% (3% beat). Op mgn (off net rev) 39.1% beat St. 38.8% after adjusting for $2.1B Waymo comp charge. YouTube ads missed by 4% & grew 9% y/y. Stock is -1% AH and closed 18x NTM EV/EBITDA vs. 12x 10-yr avg. https://twitter.com/i/web/status/2019165451071508855"  
[X Link](https://x.com/WisemanCap/status/2019165451071508855)  2026-02-04T21:45Z 111.2K followers, 13K engagements


"I understand that Google has run up a lot. But these blowout numbers make me think we should grind higher"  
[X Link](https://x.com/WisemanCap/status/2019217609699520694)  2026-02-05T01:12Z 111.1K followers, 13.6K engagements


"$MSFT gets downgraded to Hold at Stifel PT to $392"  
[X Link](https://x.com/WisemanCap/status/2019261548099957241)  2026-02-05T04:07Z 111.2K followers, 12.9K engagements


"We lower our TP to $392 based on 21x P/E multiple on our new CY27 EPS estimate of $18.70 which represents a modest premium to the SP500 multiple. As mentioned earlier we see no near term catalysts and expect the stock to be range bound until either CAPEX growth slows below Azure growth and/or Azure posts a significant acceleration. https://twitter.com/i/web/status/2019262632210092059 https://twitter.com/i/web/status/2019262632210092059"  
[X Link](https://x.com/WisemanCap/status/2019262632210092059)  2026-02-05T04:11Z 111.1K followers, [----] engagements


"$GOOGL We estimate GCP will grow 71%/51% in '26/'27 with overall Google Cloud growing 61%/46% - Morgan Stanley"  
[X Link](https://x.com/WisemanCap/status/2019390756579082643)  2026-02-05T12:40Z 111.1K followers, 10.7K engagements


"Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'"  
[X Link](https://x.com/WisemanCap/status/2019392666929361353)  2026-02-05T12:48Z 111.1K followers, [----] engagements


"We have $AMZN $RDDT $RBLX $TEAM $AFRM today. Going to be crazy AH action @eWhispers"  
[X Link](https://x.com/WisemanCap/status/2019403650469339152)  2026-02-05T13:32Z 111.2K followers, [----] engagements


"$MSFT under $3T and forward PE is more appealing than ever. I see opportunity for long term. Everyone is waiting for gapfill 😂"  
[X Link](https://x.com/WisemanCap/status/2019421782927978554)  2026-02-05T14:44Z 111.1K followers, 25.3K engagements


"$GOOGL $META $AMZN - flywheels of data distribution and investment are all ramping at the MegaCap tech companies as the gap between them and smaller players is widening faster than expected"  
[X Link](https://x.com/WisemanCap/status/2019458929894576370)  2026-02-05T17:11Z 111.1K followers, 13.8K engagements


"$OKLO in the 60s we need another 50% cut for market to bottom guys"  
[X Link](https://x.com/WisemanCap/status/2019465864148316338)  2026-02-05T17:39Z 111.2K followers, [----] engagements


"Sorry dont expect AMZN to save the market. We are working on at least staying FLAT AH"  
[X Link](https://x.com/WisemanCap/status/2019509340085055983)  2026-02-05T20:32Z 111.1K followers, 13K engagements


"Q3 we accelerated AWS to 20.3% and stock got rewarded and now we accelerate even further to 24% given the lofty expectations and you guys dump it Morons"  
[X Link](https://x.com/WisemanCap/status/2019595802486927523)  2026-02-06T02:15Z 111.1K followers, [----] engagements


"$RBLX PT Raised to $160 at BMO Capital RBLX delivered a very strong 4Q25 with Bookings 6.5% above Street forecasts. Initial 2026E guidance was also impressive with Bookings/Adj EBITDA 5%/13% above consensus at the midpoint. Notably 45% of RBLX's 144M DAUs are age-verified indicating that users skew younger than their reported ages. Additionally management underscored the investments RBLX has made in AI including developing over [---] models on the RBLX platform helping to allay fears of AI-driven headwinds. https://twitter.com/i/web/status/2019775291674218843"  
[X Link](https://x.com/WisemanCap/status/2019775291674218843)  2026-02-06T14:08Z 111.2K followers, [----] engagements


"$HIMS bulls kept whining about BofA rating them Underperform and kept throwing tantrums"  
[X Link](https://x.com/WisemanCap/status/2019922945888661907)  2026-02-06T23:55Z 111.2K followers, 10.6K engagements


"@ProblemSniper Classic example is Google+ and Orkut from the King Google itself"  
[X Link](https://x.com/WisemanCap/status/2020218400379977938)  2026-02-07T19:29Z 111.1K followers, [---] engagements


"@QualityInvest5 Smart doesnt mean they get everything right. Chamath and Gerstner have said META and Google are done not that long ago"  
[X Link](https://x.com/WisemanCap/status/2020259585966371318)  2026-02-07T22:13Z 111.1K followers, [----] engagements


"@sundarpichai @Benioff @altcap The Google Network effect. Brad was so delusional"  
[X Link](https://x.com/WisemanCap/status/2020299616898756988)  2026-02-08T00:52Z 111.1K followers, [----] engagements


"Now that Q4 earnings are out What is your favorite Mega Cap long idea for [----] among the four AMZN GOOGL MSFT META AMZN GOOGL MSFT META"  
[X Link](https://x.com/WisemanCap/status/2020318257660719165)  2026-02-08T02:06Z 111.2K followers, 21.1K engagements


"@pradeeepk That would be insane if AWS does it. There were so many positives on the call especially T3/T4"  
[X Link](https://x.com/WisemanCap/status/2020328599002444167)  2026-02-08T02:47Z 111.1K followers, [----] engagements


"This is what Gemini is generating for the three big techs $AMZN $GOOGL $META $META EPS is crazy"  
[X Link](https://x.com/WisemanCap/status/2020574395165782127)  2026-02-08T19:04Z 111.2K followers, 17K engagements


"Added more today. LFG"  
[X Link](https://x.com/WisemanCap/status/2020592067093938220)  2026-02-08T20:14Z 111.2K followers, [----] engagements


"@nkblitz No I did not include MSFT. I can add and post"  
[X Link](https://x.com/WisemanCap/status/2020592758273220808)  2026-02-08T20:17Z 111.2K followers, [---] engagements


"@EquityBrian We are going to vibe code you lol"  
[X Link](https://x.com/WisemanCap/status/2020609499950899227)  2026-02-08T21:23Z 111.2K followers, [---] engagements


"Meh Halftime"  
[X Link](https://x.com/WisemanCap/status/2020672299775496388)  2026-02-09T01:33Z 111.2K followers, 10.2K engagements


"Gemini ad is more understandable to common man 😊👍"  
[X Link](https://x.com/WisemanCap/status/2020678012212302054)  2026-02-09T01:55Z 111.2K followers, 11.8K engagements


"Seahawks vibe coding Patriots"  
[X Link](https://x.com/WisemanCap/status/2020695199488622915)  2026-02-09T03:04Z 111.2K followers, [----] engagements


"$HOOD Wolfe Research Upgrades to Outperform PT $125"  
[X Link](https://x.com/WisemanCap/status/2020825540593336617)  2026-02-09T11:42Z 111.2K followers, [----] engagements


"$MNDY GUIDES Q1 revenue $338M - $340M 20% YoY growth FY2026 revenue $1.452B-$1.462B 18-19% YoY growth Estimates $1.48B"  
[X Link](https://x.com/WisemanCap/status/2020832952008249590)  2026-02-09T12:11Z 111.2K followers, 19.1K engagements


"Novo Nordisk sues Hims & Hers over compounded semaglutide products"  
[X Link](https://x.com/WisemanCap/status/2020833550493499831)  2026-02-09T12:13Z 111.2K followers, 10.5K engagements


"$ORCL DA Davidson Upgrades to Buy We believe that a revamped OpenAI will return to its position as Googles top challenger and with a fresh stack of capital be able to live up to its obligations this year including to Oracle. We believe this will remove the biggest concern from ORCL and are upgrading shares to BUY from Neutral while maintain our $180 PT. https://twitter.com/i/web/status/2020824369287889339 https://twitter.com/i/web/status/2020824369287889339"  
[X Link](https://x.com/WisemanCap/status/2020824369287889339)  2026-02-09T11:37Z 111.2K followers, [----] engagements


"BTIG Starts $GTLB $HUBS $TWLO $BRZE $FROG at Buy"  
[X Link](https://x.com/WisemanCap/status/2001045403991728519)  2025-12-16T21:42Z 111.2K followers, [----] engagements


"BTIG Starts $IOT $OS $TTAN at Buy"  
[X Link](https://x.com/WisemanCap/status/2001075242488537476)  2025-12-16T23:41Z 111.2K followers, [----] engagements


"Digital advertising revenue for Google Meta and Amazon is expected to grow by over $400bn by [----] - BofA"  
[X Link](https://x.com/WisemanCap/status/2009124945138470975)  2026-01-08T04:48Z 111.2K followers, 36.3K engagements


"Wells Fargo: High-Conviction Long Ideas for Q1 [----] $ALGM $AR $BRZE $CASY $CHDN $CMI $DIS $FIS $KO $MRK $OMC $ROKU $SHO $SYF"  
[X Link](https://x.com/WisemanCap/status/2010552887311827028)  2026-01-12T03:22Z 111.2K followers, 12.2K engagements


"$AFRM $KLAR set up for a nice quarter - BofA"  
[X Link](https://x.com/WisemanCap/status/2012149992279224474)  2026-01-16T13:08Z 111.2K followers, [----] engagements


"$ONON Goldman Sachs Upgrades to Buy PT $59"  
[X Link](https://x.com/WisemanCap/status/2013451129141489893)  2026-01-20T03:18Z 111.2K followers, [----] engagements


"$DDOG Stifel Upgrades to Buy We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current $90M/quarter runrate for CY26 ($360M vs $305M CY25.20%"  
[X Link](https://x.com/WisemanCap/status/2014296632951808208)  2026-01-22T11:18Z 111.2K followers, [----] engagements


"$IOT looks good here $IOT https://t.co/YhPyLRC7oc $IOT https://t.co/YhPyLRC7oc"  
[X Link](https://x.com/WisemanCap/status/2014406299874951619)  2026-01-22T18:34Z 111.2K followers, 10.1K engagements


"4 SaaS stocks to buy into Q4 earnings: Morgan Stanley $NOW $HUBS $KVYO $ZETA"  
[X Link](https://x.com/WisemanCap/status/2015503772018156001)  2026-01-25T19:15Z 111.2K followers, 18.4K engagements


"$TTD Promotes Davis to Interim CFO For the fourth quarter of [----] The Trade Desk reaffirms the financial guidance given on November 6th [----] and continues to expect: Revenue of at least $840M Adjusted EBITDA of approximately $375M"  
[X Link](https://x.com/WisemanCap/status/2015798347534319810)  2026-01-26T14:45Z 111.2K followers, 12.9K engagements


"$CVNA anyone believes the short report"  
[X Link](https://x.com/WisemanCap/status/2016579030104100914)  2026-01-28T18:28Z 111.2K followers, 13K engagements


"Added some $TTAN"  
[X Link](https://x.com/WisemanCap/status/2016918633159758210)  2026-01-29T16:57Z 111.2K followers, [----] engagements


"$BRZE at 2x revenue 😮"  
[X Link](https://x.com/WisemanCap/status/2017338282452127983)  2026-01-30T20:45Z 111.2K followers, 12.1K engagements


"Piper on $APP OW PT $800 Positive Gaming Trends Continue; Core gaming trends continue to look positive. Sellers.json total supply growth at APP remains consistent +30% y/y. App-ads.txt data seems to align with APP commentary that volume across MAX is growing at least low-double digits y/y (potentially higher). We've done deep work on E-Com & hosted APP in December. Weve provided comments below on the Friday selloff. We find valuation at 25x Streets 27E GAAP earnings very compelling ahead of the print next week. We've received a number of questions on the Friday selloff. News includes (1)"  
[X Link](https://x.com/WisemanCap/status/2018318227349381267)  2026-02-02T13:38Z 111.2K followers, 16.4K engagements


"$DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner"  
[X Link](https://x.com/WisemanCap/status/2018341086570361299)  2026-02-02T15:09Z 111.2K followers, 10.9K engagements


"Google Cloud Liberty Global strike five-year AI partnership https://www.reuters.com/business/media-telecom/google-cloud-liberty-global-strike-five-year-ai-partnership-2026-02-03/ https://www.reuters.com/business/media-telecom/google-cloud-liberty-global-strike-five-year-ai-partnership-2026-02-03/"  
[X Link](https://x.com/WisemanCap/status/2018490993591660948)  2026-02-03T01:05Z 111.2K followers, [----] engagements


"$RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper"  
[X Link](https://x.com/WisemanCap/status/2018558161775673542)  2026-02-03T05:32Z 111.2K followers, 32K engagements


"$AMD $SMCI: Could cause worries for the broader AI complex - Lynx Equity"  
[X Link](https://x.com/WisemanCap/status/2018754271383318740)  2026-02-03T18:31Z 111.2K followers, 11.6K engagements


"$AMD Q4 EPS $1.53 $1.32 Est Revenue $10.3B $9.64B Est GUIDANCE: Q1 [----] revenue $9.5-10.1B $9.37B Est"  
[X Link](https://x.com/WisemanCap/status/2018796108097663261)  2026-02-03T21:17Z 111.2K followers, 27.6K engagements


"$ORCL Files For Offering Of Up To $20B Of Common Stock"  
[X Link](https://x.com/WisemanCap/status/2018800100227907841)  2026-02-03T21:33Z 111.2K followers, 18.4K engagements


"$GOOGL BUYSIDE SURVEY TAKEAWAY Biggest AI Beneficiary (63%) - JPM Have to see what tomorrow AH brings us"  
[X Link](https://x.com/WisemanCap/status/2018842205205762450)  2026-02-04T00:21Z 111.2K followers, 49.6K engagements


"$AMZN BUYSIDE SURVEY TAKEAWAY Favorite Mega Cap (46% of respondents) - JPM"  
[X Link](https://x.com/WisemanCap/status/2018842460609519810)  2026-02-04T00:22Z 111.2K followers, 15.3K engagements


"$AMD PT Raised to $328 at Evercore ISI 'Buyers of Weakness' We reiterate our Outperform rating and are buyers of AMD shares post-earnings with shares 8% lower AH despite beat/raise as ex-China EPS in DecQ and implied for MarQ are estimated to be slightly below Street estimates coming into the print. We are encouraged by 1) mgmt. conviction that DC revs can grow 60% in [----] 2) GPU ex-China revs increasing 20% QQ in DecQ and implied up LDD% QQ in MarQ despite upcoming Helios ramp in 2H26 indicating strong engagement 3) [--] of top [--] AI companies cited to be using AMD GPUs 4) purchase commitments"  
[X Link](https://x.com/WisemanCap/status/2019031672327487878)  2026-02-04T12:53Z 111.2K followers, 12K engagements


"When it rains it pours $U $APP $RBLX $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer concerns https://t.co/ubUSzBbqfd $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer"  
[X Link](https://x.com/WisemanCap/status/2019052369464770806)  2026-02-04T14:16Z 111.2K followers, 16.6K engagements


"Absolute madness. Did they figure out Palantir can be vibe coded as well"  
[X Link](https://x.com/WisemanCap/status/2019061866933489846)  2026-02-04T14:53Z 111.2K followers, 57K engagements


"$GOOGL Q4 EPS $2.82 $2.64 Est Revenue $113.8B $111.12B Est"  
[X Link](https://x.com/WisemanCap/status/2019154950862074262)  2026-02-04T21:03Z 111.2K followers, 12.5K engagements


"$AVGO Others Surge After Google Announces Massive [----] Capex Google CapEx investments are anticipated to be in the range of $175 to $185 billion Estimate $119.5 billion"  
[X Link](https://x.com/WisemanCap/status/2019156082296553715)  2026-02-04T21:08Z 111.2K followers, 27.9K engagements


""Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users." - CEO Sundar Pichai"  
[X Link](https://x.com/WisemanCap/status/2019159075486138547)  2026-02-04T21:20Z 111.2K followers, [----] engagements


"With so much of capex spending I think $NVDA $AVGO are all heading way higher this year"  
[X Link](https://x.com/WisemanCap/status/2019182968972116177)  2026-02-04T22:55Z 111.2K followers, 21K engagements


"$ARM did nothing and was negative last year and now back to double digits"  
[X Link](https://x.com/WisemanCap/status/2019198175102529654)  2026-02-04T23:55Z 111.2K followers, [----] engagements


"$GOOGL PT Raised to $420 at Pivotal Research Alphabet reported a much stronger-than-expected 4Q result highlighted by a 4th straight quarter of accelerating YoY search revenue growth of +17% (vs. our and consensus +12.5% forecast). Cloud revenue growth of +48% was dramatically ahead of our 30% forecast (including a sharp inflection higher in cloud operating margins materially ahead of expectations) while Subscriptions and Devices grew +17%. Most importantly Alphabet is rightly pressing its massive vertical advantage leveraging its proprietary TPU/Axion stack to take market share and cement"  
[X Link](https://x.com/WisemanCap/status/2019387156637315248)  2026-02-05T12:26Z 111.2K followers, 11.2K engagements


"$GOOGL After growing the backlog by $85bn q/q on a gross basis in 4Q:25 we now model Google Cloud backlog to reach $325bn and $425bn by YE26 and YE27 respectively - Morgan Stanley"  
[X Link](https://x.com/WisemanCap/status/2019391800658776498)  2026-02-05T12:44Z 111.2K followers, [----] engagements


"$WMT at $1T and $AMZN at $2.3T sounds about right"  
[X Link](https://x.com/WisemanCap/status/2019495671146090576)  2026-02-05T19:37Z 111.2K followers, 28.8K engagements


"$AMZN AWS grew 24% and you guys dump it coz of capex"  
[X Link](https://x.com/WisemanCap/status/2019523128591024327)  2026-02-05T21:26Z 111.2K followers, 62.4K engagements


"I read everything about $AMZN and I am not worried at all. Will be adding more"  
[X Link](https://x.com/WisemanCap/status/2019592494602953156)  2026-02-06T02:02Z 111.2K followers, 26K engagements


"Q3 we accelerated AWS to 20.3% and stock got rewarded and now we accelerate even further to 24% given the lofty expectations and you guys dump it Morons Just to add this is the highest AWS grew over the past [--] years"  
[X Link](https://x.com/WisemanCap/status/2019602657380553172)  2026-02-06T02:42Z 111.2K followers, 12.8K engagements


"Yesterdays downgrade of $AMZN was hilarious after an excellent Q from AWS for comparison the same analyst has not upgraded $GOOGL after three continuous monster prints. Oh Capex and worry AWS is losing mojo Remember $AMZN always plays the long game"  
[X Link](https://x.com/WisemanCap/status/2020140950836658181)  2026-02-07T14:21Z 111.2K followers, 27.1K engagements


"This kind of BS is what panics everyone today. Just because you build doesnt mean anything. Remember Quora Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I keep building my own Reddit https://t.co/sLdnSq9irP Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth"  
[X Link](https://x.com/WisemanCap/status/2020207287328206969)  2026-02-07T18:45Z 111.2K followers, 22.3K engagements


"$AMZN Mizuho - Catching Up in AI Cloud: 4Q and Callback Takes PT $315 We feel better as AWS is catching up in AI cloud with a better-than-expected acceleration to 24% FXN y/y growth or $2.6B Q/Q dollar growth above peers (Exhibit [--] Cloud Industry Model) with a strong backlog gain and plans for capacity expansion. The investment levels are massive and the AWS acceleration while solid still seems slow relative to the investment levels. We see broadening demand increasing inference and more capacity coming online - especially T3 and then T4; we see capacity for further acceleration and improving"  
[X Link](https://x.com/WisemanCap/status/2020251037471502832)  2026-02-07T21:39Z 111.2K followers, 18.6K engagements


"$APP Jefferies We believe the -39% YTD decline in APP's stock is a great buying opportunity for a 50%+ top-line growth story (JEF est. FY26) trading at 15x our FY27 EBITDA. Recent fears (e.g. CloudX Meta Audience Network Google Genie) appear to be overblown risks creating a dislocation in APP's stock ahead what we will expect will be a significant rev beat in Q4. Our surveys and expert checks on both the gaming and e-comm businesses continued to be positive. Buy $860 PT. https://twitter.com/i/web/status/2020824995233243354 https://twitter.com/i/web/status/2020824995233243354"  
[X Link](https://x.com/WisemanCap/status/2020824995233243354)  2026-02-09T11:39Z 111.2K followers, 31.1K engagements


"$SHOP Citizens: Moving Faster than Rivals PT $200 We expect Shopify to deliver beat-and-raise 4Q25 results as GMV could accelerate again given Shopifys share gains healthy return on advertising for its merchant base positive FX and a stable consumer spending environment"  
[X Link](https://x.com/WisemanCap/status/2020826331181891678)  2026-02-09T11:45Z 111.2K followers, [----] engagements


"#Databricks numbers dont lie 🔥 I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short"  
[X Link](https://x.com/WisemanCap/status/2020926247497503094)  2026-02-09T18:22Z 111.2K followers, 31K engagements


"@R5ive8 Just buy meta"  
[X Link](https://x.com/WisemanCap/status/2021677249444164054)  2026-02-11T20:06Z 111.2K followers, [---] engagements


"$APP Q4 EPS $3.24 Est $2.96 Revenue $1.66B Est $1.61B GUIDANCE: Q1 [----] revenue $1.745-1.775B $1.7B Est"  
[X Link](https://x.com/WisemanCap/status/2021693450484318477)  2026-02-11T21:10Z 111.2K followers, 10.9K engagements


"$UBER market overreacts and back to flat now"  
[X Link](https://x.com/WisemanCap/status/2019040949712851455)  2026-02-04T13:30Z 111.2K followers, [----] engagements


"$UBER Citizens Upgrades to Market Outperform PT $100"  
[X Link](https://x.com/WisemanCap/status/2019133077868757487)  2026-02-04T19:36Z 111.2K followers, 10.2K engagements


"$UBER PT Lowered to $125 at Goldman Sachs On todays stock price UBER is currently trading at a P/E of 15x on our [----] estimate and at a EV/FCF multiple of 10x on out [----] estimate"  
[X Link](https://x.com/WisemanCap/status/2019399782721351959)  2026-02-05T13:16Z 111.2K followers, 13.7K engagements


"Man this $NVO stock is very erratic"  
[X Link](https://x.com/WisemanCap/status/2019408767507714206)  2026-02-05T13:52Z 111.2K followers, [----] engagements


"Jefferies Top Picks to Buy on the Pullback Mega Cap MSFT META AMZN Large Cap: ORCL SNOW INTU TEAM NOW SHOP SMid Cap: PCOR U TWLO GLBE Overweight hyperscalers and infrastructure software Equalweight cybersecurity Underweight application software"  
[X Link](https://x.com/WisemanCap/status/2020839659644018989)  2026-02-09T12:38Z 111.2K followers, 39.2K engagements


"$DDOG Q4 EPS $0.59 Est [----] Revenue $953M Est $915M Guidance Q1 EPS $0.49-0.51 Est $0.52 Revenue $951-961M Est $930M FY26 EPS $2.08-2.16 $2.27 Revenue $4.06-4.10B Est $4.06B"  
[X Link](https://x.com/WisemanCap/status/2021205439854334453)  2026-02-10T12:51Z 111.2K followers, [----] engagements


"Morgan Stanley says buy these [--] AI-hit software stocks on discount $MSFT $INTU $NOW $TEAM $SNOW $NET $SHOP $PANW Generative AI represents a significant long-term opportunity estimating it could add $400 billion to the broader Enterprise Software TAM by [----] Bottom line: the question is not whether Software will ultimately monetise in this innovation cycle but rather who will participate. https://twitter.com/i/web/status/2021208037424529737 https://twitter.com/i/web/status/2021208037424529737"  
[X Link](https://x.com/WisemanCap/status/2021208037424529737)  2026-02-10T13:02Z 111.2K followers, 29.9K engagements


"$U upgraded: Oppenheimer $38 PT"  
[X Link](https://x.com/WisemanCap/status/2021216734586294357)  2026-02-10T13:36Z 111.2K followers, [----] engagements


"$CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects revenue will grow at a MSD % Q/Q in F4Q26 and into FY27 leading to more than 200% Y/Y growth in FY26. Following the release we adjust our FY27 and FY28 revenue model to $1.92BN and $2.30BN respectively up from $1.60BN and $1.90BN. We reaffirm CRDO as our Top Pick for [----] and view this announcement positively given management's continued execution with its"  
[X Link](https://x.com/WisemanCap/status/2021226148416586156)  2026-02-10T14:14Z 111.2K followers, [----] engagements


"$AMZN We now expect AWS growth to exit [----] growing 30.5% - Citizens PT $315 After digesting 4Q25 earnings results we are increasing our AWS estimates as we underappreciated the ramp in gigawatts over the next two years We now expect AWS growth to exit [----] growing 30.5% with this momentum leading to 28% growth in [----] https://twitter.com/i/web/status/2021232232799842789 https://twitter.com/i/web/status/2021232232799842789"  
[X Link](https://x.com/WisemanCap/status/2021232232799842789)  2026-02-10T14:38Z 111.2K followers, 16.6K engagements


"$GOOGL WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ"  
[X Link](https://x.com/WisemanCap/status/2021245442478997705)  2026-02-10T15:30Z 111.2K followers, 16.5K engagements


"$DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating margins of 24.1% revenue growth was again majorly driven by the increasing demand of cloud migration and digital transformation supported by growth in customer usage (total customers count grew by [---] during Q4 to 32.7k). Datadog continues to benefit from the growing contribution of its AI-native customers and expects to grow"  
[X Link](https://x.com/WisemanCap/status/2021279356124103135)  2026-02-10T17:45Z 111.2K followers, [----] engagements


"$META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y for the last six months with January growing 16.5% Y/Y. Importantly this compares to global and U.S. MAU growth of +6% Y/Y and +2% Y/Y respectively suggesting Instagram is increasing usage for existing members by double-digits"  
[X Link](https://x.com/WisemanCap/status/2021280937091444817)  2026-02-10T17:51Z 111.2K followers, 15.8K engagements


"$META Bill Ackman new position $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg"  
[X Link](https://x.com/WisemanCap/status/2021613889343885727)  2026-02-11T15:54Z 111.2K followers, 22.2K engagements


"$AMZN to $250 next"  
[X Link](https://x.com/WisemanCap/status/1980336888293781604)  2025-10-20T18:14Z 111.2K followers, 214.1K engagements


"$AMZN $GOOGL $300 next $AMZN to $250 next $AMZN to $250 next"  
[X Link](https://x.com/anyuser/status/1984004387459756264)  2025-10-30T21:08Z 111.2K followers, 169.9K engagements


"$RBRK prelim results exceeds all guidance metrics"  
[X Link](https://x.com/WisemanCap/status/2019191661189034215)  2026-02-04T23:29Z 111.2K followers, 34.4K engagements


"Tomorrow is Prime Day. Consensus estimates Revenue $211B EPS $1.95 AWS 21-22%"  
[X Link](https://x.com/WisemanCap/status/2019221394412953857)  2026-02-05T01:27Z 111.2K followers, 15.2K engagements


"$RBLX $RDDT killed it"  
[X Link](https://x.com/WisemanCap/status/2019519662858609002)  2026-02-05T21:13Z 111.2K followers, [----] engagements


"What you guys think $HUBS"  
[X Link](https://x.com/WisemanCap/status/2019639803869004224)  2026-02-06T05:10Z 111.2K followers, 14.1K engagements


"$RBRK had its best checks in +5 years with a competitor's issues mainly idiosyncratic. Expecting +10% sales / 2% ARR upside though stock will likely trade on FY27 initial guide primarily where our math implies $1.8B ARR and low-20s sales growth - Piper"  
[X Link](https://x.com/WisemanCap/status/2021081432362569904)  2026-02-10T04:38Z 111.2K followers, 32.6K engagements


"$U guidance meh Q1 [----] revenue $480-490M Est $491.8M"  
[X Link](https://x.com/WisemanCap/status/2021556520736133555)  2026-02-11T12:06Z 111.2K followers, 13K engagements


"$APP PT Raised to $775 at Scotiabank Given the 40% drawdown from December highs the market is severely mispricing the durability of AppLovins moat - this isnt a business model at risk of vibe-coding"  
[X Link](https://x.com/WisemanCap/status/2021936190069649816)  2026-02-12T13:15Z 111.2K followers, 17.5K engagements


"$FSLY up 60% lol"  
[X Link](https://x.com/WisemanCap/status/2021955436417777786)  2026-02-12T14:31Z 111.2K followers, [----] engagements


"Picked some $RDDT"  
[X Link](https://x.com/WisemanCap/status/2021989633031336199)  2026-02-12T16:47Z 111.2K followers, 10.4K engagements


"Time for a poll during peak fear. Which one will be vibe coded away in a year CRM NOW/WDAY NONE TEAM/HUBS CRM NOW/WDAY NONE TEAM/HUBS"  
[X Link](https://x.com/WisemanCap/status/2021764003446583482)  2026-02-12T01:51Z 111.2K followers, 13K engagements


"@mcuban Focus on squats Mark"  
[X Link](https://x.com/WisemanCap/status/2022309909510209620)  2026-02-13T14:00Z 111.2K followers, [----] engagements


"Picked some $APP"  
[X Link](https://x.com/WisemanCap/status/2022323586468602034)  2026-02-13T14:54Z 111.2K followers, [----] engagements

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