#  @antibearthesis Noah Noah posts on X about $sofi, $amzn, ai, amzn the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1671105610312478720/interactions)  - [--] Week [------] +14,073% - [--] Month [------] +7,852% - [--] Months [------] +119% ### Mentions: [---] [#](/creator/twitter::1671105610312478720/posts_active)  ### Followers: [---] [#](/creator/twitter::1671105610312478720/followers)  - [--] Week [---] +816% - [--] Month [---] +896% - [--] Months [---] +616% ### CreatorRank: [-------] [#](/creator/twitter::1671105610312478720/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 44.17% [technology brands](/list/technology-brands) 20.83% [finance](/list/finance) 15.83% [financial services](/list/financial-services) #932 [cryptocurrencies](/list/cryptocurrencies) 1.67% [celebrities](/list/celebrities) 1.67% [countries](/list/countries) 0.83% [exchanges](/list/exchanges) 0.83% [automotive brands](/list/automotive-brands) 0.83% **Social topic influence** [$sofi](/topic/$sofi) #61, [$amzn](/topic/$amzn) #164, [ai](/topic/ai) 10%, [amzn](/topic/amzn) #535, [$now](/topic/$now) #29, [market](/topic/market) #1753, [servicenow](/topic/servicenow) #33, [kalshi](/topic/kalshi) #264, [$nbis](/topic/$nbis) #93, [growth](/topic/growth) #2124 **Top accounts mentioned or mentioned by** [@kalshi](/creator/undefined) [@qualityinvest5](/creator/undefined) [@longinvest32](/creator/undefined) [@saynototrading](/creator/undefined) [@sofi](/creator/undefined) [@anthonynoto](/creator/undefined) [@dividenddynasty](/creator/undefined) [@dissectmarkets](/creator/undefined) [@happybulltrader](/creator/undefined) [@hatedmoats](/creator/undefined) [@3kcomeback](/creator/undefined) [@futurenvesting](/creator/undefined) [@investwithintel](/creator/undefined) [@thelongape](/creator/undefined) [@theducksayshi](/creator/undefined) [@grindeoptions](/creator/undefined) [@seaninvests](/creator/undefined) [@insiderinvests](/creator/undefined) [@thomasjames1](/creator/undefined) [@thomas_james_1](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [ServiceNow Inc (NOW)](/topic/servicenow) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Novo-Nordisk (NVO)](/topic/$nvo) [ZetaChain (ZETA)](/topic/$zeta) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [BlackRock Inc (BLK)](/topic/blackrock) [Walmart, Inc. (WMT)](/topic/$wmt) [Evotec SE (EVO)](/topic/$evo) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Duolingo, Inc. (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Micron Technology, Inc. (MU)](/topic/$mu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [NuCypher (NU)](/topic/$nu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Fiserv, Inc. (FI)](/topic/$fi) ### Top Social Posts Top posts by engagements in the last [--] hours "$SoFi @SoFi @anthonynoto There is not a single competent bank in Denmark. Would love to become a SoFi member. Scandinavia is filled with high earners and prime borrowers" [X Link](https://x.com/antibearthesis/status/2022645046013805031) 2026-02-14T12:12Z [---] followers, [---] engagements "@Cobratate tate framemoggin asu frat leaders was not on my bingo card 😂" [X Link](https://x.com/antibearthesis/status/2022971319068119169) 2026-02-15T09:48Z [---] followers, [---] engagements "@samsolid57 $AMD guiding for 35% revenue growth while $NVDA doing 65% at 7x the scale is telling. NVDA is taking market share" [X Link](https://x.com/antibearthesis/status/2023081510467985853) 2026-02-15T17:06Z [---] followers, [---] engagements "@longinvest32 Either bankrupt acquired or $1000+" [X Link](https://x.com/antibearthesis/status/2023115137909961169) 2026-02-15T19:20Z [---] followers, [---] engagements "If you like me are a young tech investor looking for likeminded people on X lets grow together" [X Link](https://x.com/antibearthesis/status/2022752673867374968) 2026-02-14T19:19Z [--] followers, [--] engagements "@goooonnney $SoFi" [X Link](https://x.com/antibearthesis/status/2022752751596225002) 2026-02-14T19:20Z [---] followers, [--] engagements "@SayNoToTrading Reddit might work out. Terrible platform for me. Wont invest. GL to everyone in it though" [X Link](https://x.com/antibearthesis/status/2022752926804963478) 2026-02-14T19:20Z [---] followers, [---] engagements "@stockfiend450 Get on sofi invest instead 🙏 need to pump my bags 😂" [X Link](https://x.com/antibearthesis/status/2022756164266537259) 2026-02-14T19:33Z [---] followers, [--] engagements "@DividendDynasty Holy cashflow 🤯" [X Link](https://x.com/antibearthesis/status/2022815064768573591) 2026-02-14T23:27Z [---] followers, [--] engagements "@dissectmarkets retail will best wall street on this trade againg. LFG" [X Link](https://x.com/antibearthesis/status/2022815876085379132) 2026-02-14T23:31Z [---] followers, [--] engagements "@LeVeonBell $meta to 0" [X Link](https://x.com/antibearthesis/status/2022828620155179193) 2026-02-15T00:21Z [---] followers, [--] engagements "@DvdndDiplomats dividend guys on a roll in 2026" [X Link](https://x.com/antibearthesis/status/2022995190685045052) 2026-02-15T11:23Z [---] followers, [--] engagements "@FinanceJack44 yeah no enterprise is replacing their adobe licenses at 01% of costs for some vibecoded dogsh*t 😂" [X Link](https://x.com/antibearthesis/status/2023056392635007184) 2026-02-15T15:26Z [---] followers, [--] engagements "@david_ekpendu @ayaanwani03 lets go" [X Link](https://x.com/antibearthesis/status/2023064479655755981) 2026-02-15T15:58Z [---] followers, [--] engagements "How i walk around bagholding all of these💀 $HIMS $SOFI $BMNR $DUOL" [X Link](https://x.com/antibearthesis/status/2022639903193137410) 2026-02-14T11:51Z [---] followers, [---] engagements "If AI truly drives the cost of everything to 0$ (SaaS bear case) then the largest spender is set to gain huge operating leverage. $AMZN doesnt need explosive growth to work. Retail steadily growing 10% AWS and ads accelerating. Infinite OpL potential. Thats the setup" [X Link](https://x.com/antibearthesis/status/2022641583586447462) 2026-02-14T11:58Z [---] followers, [--] engagements "Im down YTD and on a career basis on my portfolio now. But we are investing in the early innings of the 4th industrial revolution. Imagine when the QQQ and SP500 are multifold larger in 10-20 years - and you simply bought into winning AI names during these tough periods. I plan to be buying what i believe to be top tier companies during this selloff. Especially focused on my favourite SAAS right now $now $adbe https://twitter.com/i/web/status/2022666118016471435 https://twitter.com/i/web/status/2022666118016471435" [X Link](https://x.com/antibearthesis/status/2022666118016471435) 2026-02-14T13:35Z [---] followers, [--] engagements "$SOFI just hit record $1B revenue quarter +1M members guiding 30%+ growth & surging profits into [----] Down 40% from the november highs = gift from the market gods. S&P [---] inclusion loading. crypto accounts about to skyrocket insider buys. Who's loading the dip #SOFI https://twitter.com/i/web/status/2022731709385466153 https://twitter.com/i/web/status/2022731709385466153" [X Link](https://x.com/antibearthesis/status/2022731709385466153) 2026-02-14T17:56Z [---] followers, [---] engagements "@HappyBullTrader Amazon for me" [X Link](https://x.com/antibearthesis/status/2022736431106388004) 2026-02-14T18:15Z [---] followers, [--] engagements "What are you buying next week $AMZN at [---] $SoFi at [--] $HOOD at [--] $PLTR at [---] $META at [---] $NFLX at [--] And why let me know" [X Link](https://x.com/antibearthesis/status/2022751403244966357) 2026-02-14T19:14Z [---] followers, [---] engagements "@Ashton_1nvests Love $AMZN here. Tempted by Nvida aswell" [X Link](https://x.com/antibearthesis/status/2022755294661451814) 2026-02-14T19:30Z [---] followers, [---] engagements "@danielisdizzy long $nbis $amzn" [X Link](https://x.com/antibearthesis/status/2022770619507421587) 2026-02-14T20:31Z [---] followers, [---] engagements "@HatedMoats Already overexposed in $amzn - but the only screaming buy for me from these rn" [X Link](https://x.com/antibearthesis/status/2022784697621770292) 2026-02-14T21:27Z [---] followers, [---] engagements "@3KComeback Given the hyperscalers capex combined with nvidias fpe of 25x yes absolutely. but i have severe anchoring bias and will be buying $amzn and $now instead 😂" [X Link](https://x.com/antibearthesis/status/2022793561880625279) 2026-02-14T22:02Z [---] followers, [---] engagements "What happens if $HIMS wins the $NVO lawsuit @AndrewDudum has the chance to do the funniest thing 😂 imagine the short squeeze NFA" [X Link](https://x.com/antibearthesis/status/2022795331772010988) 2026-02-14T22:09Z [---] followers, [---] engagements "Ready for my first book in [--] years. Winners Dream by Bill McDermott. Excited @ServiceNow" [X Link](https://x.com/antibearthesis/status/2022799588311056549) 2026-02-14T22:26Z [---] followers, [--] engagements "@Futurenvesting Dang. Guess ill buy more on payday" [X Link](https://x.com/antibearthesis/status/2022812389238784117) 2026-02-14T23:17Z [---] followers, [---] engagements "@SayNoToTrading Primarily anonymousity but also the lack of an integrated LLM unlike meta and X" [X Link](https://x.com/antibearthesis/status/2022819005719793747) 2026-02-14T23:43Z [---] followers, [--] engagements "@rasmalai link me your teeth whitening strips asap" [X Link](https://x.com/antibearthesis/status/2022819567051952357) 2026-02-14T23:45Z [---] followers, [--] engagements "@investwithintel $sofi" [X Link](https://x.com/antibearthesis/status/2022947630641537215) 2026-02-15T08:14Z [---] followers, [--] engagements "@SoFi @NBA Long $sofi" [X Link](https://x.com/antibearthesis/status/2022961154092302648) 2026-02-15T09:08Z [---] followers, [--] engagements "@NighthawkTradez nah crypto winter is here to stay. bull trap" [X Link](https://x.com/antibearthesis/status/2022961534117322879) 2026-02-15T09:09Z [---] followers, [--] engagements "crypto bros today" [X Link](https://x.com/antibearthesis/status/2022962425478496718) 2026-02-15T09:13Z [---] followers, [--] engagements "@HatedMoats trash investor got lucky once" [X Link](https://x.com/antibearthesis/status/2022972135468064879) 2026-02-15T09:51Z [---] followers, [--] engagements "@MitchMartan98 why wouldnt $meta and $amzn come for their market share" [X Link](https://x.com/antibearthesis/status/2022998635345272878) 2026-02-15T11:37Z [---] followers, [--] engagements "@Kajiastic $zeta wont be around in 2035" [X Link](https://x.com/antibearthesis/status/2023001583366427023) 2026-02-15T11:48Z [---] followers, [---] engagements "@Futurenvesting $sofi keeps outperforming the competition" [X Link](https://x.com/antibearthesis/status/2023054517080875025) 2026-02-15T15:19Z [---] followers, [---] engagements "@Kalshi thought AI was supposed to kill the job market" [X Link](https://x.com/antibearthesis/status/2023060888283234311) 2026-02-15T15:44Z [---] followers, [---] engagements "4 Sectors setting up for huge succes in 2026: AI Infrastructure🔋: $NBIS $CRWV and $IREN are the purest datacenter buildout plays FinTech💰: $SoFi and $NU show 30-40% topline growth and impressive margin expansion Hyperscalers⚙: High capex but cloud growth justifies investments $AMZN $GOOG $MSFT AI hardware🤖: $NVDA $CRDO $AMD $MU $ALAB all seeing explosive demand and growth https://twitter.com/i/web/status/2023065972911775786 https://twitter.com/i/web/status/2023065972911775786" [X Link](https://x.com/antibearthesis/status/2023065972911775786) 2026-02-15T16:04Z [---] followers, [---] engagements "Name your favorite buys in the current market ill start $AMZN sub [---] $NOW sub [---] $SOFI sub 20" [X Link](https://x.com/antibearthesis/status/2023078589626007618) 2026-02-15T16:54Z [---] followers, [---] engagements "@ToddsTradeEasy lets connect folks" [X Link](https://x.com/antibearthesis/status/2023078698975428872) 2026-02-15T16:55Z [---] followers, [--] engagements "Day [--] of training toward an ironman Ran 4k Had to cancel my swim to attend church Cya tomorrow" [X Link](https://x.com/antibearthesis/status/2023079921984184821) 2026-02-15T17:00Z [---] followers, [--] engagements "Imagine if the S&P500 pulls back my YTD is disguisting enough as it is" [X Link](https://x.com/antibearthesis/status/2023084070050083012) 2026-02-15T17:16Z [---] followers, [--] engagements "@longinvest32 hard to tell but with their massive marketing spend i expect them to beat the [----] target of 6.5b - the cagr is simply too low to justify the spend" [X Link](https://x.com/antibearthesis/status/2023084352155144361) 2026-02-15T17:17Z [---] followers, [--] engagements "How do i escape" [X Link](https://x.com/antibearthesis/status/2023084760449634541) 2026-02-15T17:19Z [---] followers, [--] engagements "@nuradeeeen lets connect folks 💪💪🙏" [X Link](https://x.com/antibearthesis/status/2023088603170251110) 2026-02-15T17:34Z [---] followers, [--] engagements "@TheLongApe Active and connecting lets get it folks" [X Link](https://x.com/antibearthesis/status/2023090131255906812) 2026-02-15T17:40Z [---] followers, [--] engagements "@KalyaniAmbedkar lets connect folks 💪💪🙏" [X Link](https://x.com/antibearthesis/status/2023091130510807506) 2026-02-15T17:44Z [---] followers, [--] engagements "@TheValueTrade I dislike $NVO alot. Guiding for negative revenue growth is not my cup of tea" [X Link](https://x.com/antibearthesis/status/2023093085069263000) 2026-02-15T17:52Z [---] followers, [---] engagements "@theducksayshi @PathofTheDollar whats your opinion on the death of saas you must have a pretty good insight" [X Link](https://x.com/antibearthesis/status/2023095450728120615) 2026-02-15T18:01Z [---] followers, [--] engagements "@growthrapidly @GrindeOptions 50% chance according to polymarket" [X Link](https://x.com/antibearthesis/status/2023096780280500366) 2026-02-15T18:07Z [---] followers, [--] engagements "@StockMarketNerd need a @Kalshi option on this" [X Link](https://x.com/antibearthesis/status/2023099614237274267) 2026-02-15T18:18Z [---] followers, [---] engagements "ServiceNow (NOW) is getting crushed down 50% from [----] highs trading around $107 as of mid-Feb [----]. The market's pricing in AI apocalypse for seat-based SaaS. But dig into the real momentum: elite http://x.com/i/article/2023101429481713665 http://x.com/i/article/2023101429481713665" [X Link](https://x.com/antibearthesis/status/2023102080068542943) 2026-02-15T18:28Z [---] followers, [--] engagements "ServiceNow (NOW) is showing elite-level business momentum in a market that's punishing it anyway. The stock is down 50% from its [----] highs (trading around $107 as of mid-Feb 2026) largely on AI "disruption" fearsautonomous agents supposedly eating seat-based SaaS. But the numbers deals and strategic moves tell a different story: this is a platform compounding at scale aggressively building an "AI Control Tower" that positions it to win in an agentic world not get displaced.This isn't recycled earnings recap. I'll focus on the overlooked signalsleaked/rumored deals that became reality" [X Link](https://x.com/antibearthesis/status/2023103161314193885) 2026-02-15T18:32Z [---] followers, [--] engagements "Full-year 2025: Subscription revenue hit $12.883B (+21%). Non-GAAP operating margin 31% (+150bps) FCF margin 35% (up 300bps+). Renewal rate: 98%. They hit "Rule of 55+" (growth rate + FCF margin) consistentlyrare air for enterprise software.2026 Guidance (called "exceptional" by CEO Bill McDermott): Subscription revenue $15.5315.57B (+19.520% CC) including 100bps from Moveworks. Op margin 32% FCF margin 36%. Q1 already guiding strong. This is deceleration from peak but rock-solid for a $13B+ revenue company in a cautious macro.Overlooked kicker: [---] deals $1M net-new ACV in Q4 alone (+40%" [X Link](https://x.com/antibearthesis/status/2023103163524431902) 2026-02-15T18:32Z [---] followers, [--] engagements "2/7 Customer ROI stories from the Q4 call (rarely quoted deeply): U.S. consumer services giant: 400% ROI on Assist expanded 8x in a year flipped from 80% human/20% auto 80% auto/20% human. Huge cost cuts + faster resolutions. European telecom: Consolidated [--] CRMs 30% cost reduction 25% faster order-to-fulfillment 20% more first-contact resolutions. Industrial conglomerate: Agents handling 90% of help desk (50% triage time cut 99% routing accuracy). Proof: customers are expanding HARD because it saves real money. AI Flywheel: Now Assist Is Exploding (The Real Story Behind the "Disruption"" [X Link](https://x.com/antibearthesis/status/2023103165659263372) 2026-02-15T18:32Z [---] followers, [--] engagements "Why this matters: They're not buying random AI hype. Every deal fills a gap to make ServiceNow the single pane for secure governed agentic AI across the enterprise. Overlooked: These are high-execution bets (e.g. Armis rumor tanked the stock temporarily but the strategy is intact).Partnerships amplify: Deeper Claude (Anthropic) + OpenAI integrations Microsoft Agent [---] orchestration Fiserv (financial services AI) Panasonic Avionics (CRM for 300+ airlines).4/7 They're quietly building the "AI Control Tower" via M&A:Armis ($7.75B cyber exposure for IT/OT/devices) triples security TAM. Veza" [X Link](https://x.com/antibearthesis/status/2023103167664177260) 2026-02-15T18:32Z [---] followers, [--] engagements "2026 guidance looks rock-solid despite macro fears: sub revenue $15.5315.57B (+19.520% CC) op margin 32% FCF margin 36%. "Rule of 55+" elite status intact. Renewal rate 98%. While growth "decelerated" from peak it's still premium for a $13B+ revenue company. AI is the tailwind here not the threat" [X Link](https://x.com/antibearthesis/status/2023103169744544049) 2026-02-15T18:32Z [---] followers, [--] engagements "Valuation disconnect is insane: Forward P/E 30x (some see mid-20s by 2028). 16x FCF in spots. EV/Sales 6.5x vs software peers 13x+. Analyst medians $193 (70100%+ upside). $5B new buyback program signals confidence. Institutions loading the dip. Market fears commoditization; reality is platform governance + proven ROI driving re-rating. https://twitter.com/i/web/status/2023103171460018433 https://twitter.com/i/web/status/2023103171460018433" [X Link](https://x.com/antibearthesis/status/2023103171460018433) 2026-02-15T18:32Z [---] followers, [--] engagements "Analyst targets median $193 (some $220+) implying 70100%+ upside. Institutions are buying the dip (Vanguard etc. adding). $5B new buyback (+$2B ASR) signals confidence.The disconnect: Market fears AI commoditizing workflows. Reality: ServiceNow is pivoting to consumption-based + platform governance with proof of ROI driving expansions. Growth is "decelerating" to a still-elite 1920% with margin tailwinds.Valuation: Decade-Low Multiples on Elite Fundamentals At $107:Forward P/E 30x (some models see 24x by 2028). 16x FCF in some analyses. EV/Sales 6.5x vs. software peers at 13x+." [X Link](https://x.com/antibearthesis/status/2023103173498442187) 2026-02-15T18:32Z [---] followers, [--] engagements "@WillBiddy_ depends. street expects single digit and deccelerating revenue growth going forward. If they can stay in the low double digits or even accelerate 30x pe would be very fair" [X Link](https://x.com/antibearthesis/status/2023104083675267297) 2026-02-15T18:36Z [---] followers, [--] engagements "@TheRayMyers isnt $now in the nasdaq" [X Link](https://x.com/antibearthesis/status/2023104451117195481) 2026-02-15T18:37Z [---] followers, [---] engagements "ServiceNow just quietly scooped up Pyramid Analytics (Feb [--] 2026) for a few hundred million dollarsa smart low-key tuck-in that flew under the radar.Quick facts on Pyramid:$8M revenue in [----] (up 26% YoY from $6.5M in 2023) Raised $200250M total (last round $50M from BlackRock in late 2024) Once unicorn-valued at $1B (2022) but this deal likely gave investors a modest return https://twitter.com/i/web/status/2023106689579241702 https://twitter.com/i/web/status/2023106689579241702" [X Link](https://x.com/antibearthesis/status/2023106689579241702) 2026-02-15T18:46Z [---] followers, [--] engagements "@Mariusz_Invest swap $amzn for $wmt trust me bro" [X Link](https://x.com/antibearthesis/status/2023117331581300932) 2026-02-15T19:28Z [---] followers, [--] engagements "@Sean_invests $sofi $amzn $now" [X Link](https://x.com/antibearthesis/status/2023118765169217861) 2026-02-15T19:34Z [---] followers, [---] engagements "@Sean_invests $sofi $asml" [X Link](https://x.com/antibearthesis/status/2023119384210735323) 2026-02-15T19:37Z [---] followers, [--] engagements "Truly missing the mountains right now" [X Link](https://x.com/antibearthesis/status/2023120445080272949) 2026-02-15T19:41Z [---] followers, [---] engagements "@investwithintel $amzn but meta looking veery good aswell" [X Link](https://x.com/antibearthesis/status/2023129717814292813) 2026-02-15T20:18Z [---] followers, [--] engagements "@BillAckman hope youre healthy bill 🙏" [X Link](https://x.com/antibearthesis/status/2023138126911455363) 2026-02-15T20:51Z [---] followers, [--] engagements "@FunOfInvesting Wall street is stealing shares from retail noobs 🤣" [X Link](https://x.com/antibearthesis/status/2023139021463937216) 2026-02-15T20:55Z [---] followers, [---] engagements "@elonmusk SpaceX culture is something else 💪💪💪" [X Link](https://x.com/antibearthesis/status/2023148520983932978) 2026-02-15T21:32Z [---] followers, [--] engagements "@Kalshi Elon i cant afford lunch" [X Link](https://x.com/antibearthesis/status/2023148716811788384) 2026-02-15T21:33Z [---] followers, [--] engagements "@Kalshi Need the $SpaceX IPO" [X Link](https://x.com/antibearthesis/status/2023148798680453273) 2026-02-15T21:33Z [---] followers, [--] engagements "@amktparticipant Investor. love the likeminded community" [X Link](https://x.com/antibearthesis/status/2023153375228096865) 2026-02-15T21:52Z [---] followers, [--] engagements "@HoopsCrave Who will be heavier by month [--] - ariana or the baby" [X Link](https://x.com/antibearthesis/status/2023154841984659609) 2026-02-15T21:57Z [---] followers, [----] engagements "@MrBeast Please dont bring back chris" [X Link](https://x.com/antibearthesis/status/2023156646193529091) 2026-02-15T22:05Z [---] followers, [--] engagements "@TheSonOfWalkley dan ives is so fucking smart. but i wont buy $tsla at this valuation" [X Link](https://x.com/antibearthesis/status/2023157033466482971) 2026-02-15T22:06Z [---] followers, [---] engagements "Blackrock loads tf up on $NBIS. 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. https://t.co/DO3gtxULwN 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. https://t.co/DO3gtxULwN" [X Link](https://x.com/antibearthesis/status/2023157664067580283) 2026-02-15T22:09Z [---] followers, [---] engagements "@Kalshi Obama is banging a dude" [X Link](https://x.com/antibearthesis/status/2023160323369468233) 2026-02-15T22:19Z [---] followers, [--] engagements "Financial goals for 2026: DCA into $SoFi $AMZN $NOW $ADBE $NBIS Pay off remaining $3k car loan Join the army in august and secure a more stable income Study businesses extensively in my free time" [X Link](https://x.com/antibearthesis/status/2022661250728235388) 2026-02-14T13:16Z [---] followers, [---] engagements "Yeah bro ill beat the market by exitng $AMZN at 21x earnings to buy $WMT at 50x" [X Link](https://x.com/antibearthesis/status/2022697468438434075) 2026-02-14T15:40Z [---] followers, [---] engagements "Initially bought evolution $evo $evvty when i saw everyone in my college playing daily for hours on end - and it was down 40% available for 980kr a share. Made it a 20% position. Will i ever recover from this purchase" [X Link](https://x.com/antibearthesis/status/2022699174257381396) 2026-02-14T15:47Z [---] followers, [---] engagements "Video leak of $SoFi trying to help out my portfolio" [X Link](https://x.com/antibearthesis/status/2022700784261956014) 2026-02-14T15:53Z [---] followers, [---] engagements "@TrendSpider You can add $EVO and $HACK to this. Market puking up igaming stocks🤮" [X Link](https://x.com/antibearthesis/status/2022797120424599585) 2026-02-14T22:16Z [---] followers, [---] engagements "@Glitch_Trades $hood has no moat" [X Link](https://x.com/antibearthesis/status/2022826021871857722) 2026-02-15T00:11Z [---] followers, [---] engagements "@amitisinvesting @Mindset4Money_X Guess thats what [--] succesful trades in [--] years does to a bloke🤣" [X Link](https://x.com/antibearthesis/status/2022949760706245005) 2026-02-15T08:23Z [---] followers, [---] engagements "🚨 $AMZN weekend reality check: down 23% from [----] 258$ highs 9-day bleed which is the largest losing streak in my lifetime fear everywhere after that $200B AI spend guidance. But zoom out Monthly chart is carving a textbook W-bottom while still holding the 200MA. Oversold RSI could indicate a big bounce. This dip isn't death - it's Black Friday for long-term holders. https://twitter.com/i/web/status/2023003849531752739 https://twitter.com/i/web/status/2023003849531752739" [X Link](https://x.com/antibearthesis/status/2023003849531752739) 2026-02-15T11:57Z [---] followers, [---] engagements "@iseelightnow @anthonynoto just gotta pray jim cramer never recommends it" [X Link](https://x.com/antibearthesis/status/2023055942326305051) 2026-02-15T15:24Z [---] followers, [--] engagements "@qualtrim $app has a bad reputation tho" [X Link](https://x.com/antibearthesis/status/2023057994205000152) 2026-02-15T15:33Z [---] followers, [---] engagements "@Axel_Lynch_Inv dipped to [--] in afterhours aswell" [X Link](https://x.com/antibearthesis/status/2023058302280806434) 2026-02-15T15:34Z [---] followers, [--] engagements "@insiderinvests Do you have other positions than $sofi" [X Link](https://x.com/antibearthesis/status/2023074812982157564) 2026-02-15T16:39Z [---] followers, [---] engagements "LETS GO GUNNERS COYG" [X Link](https://x.com/antibearthesis/status/2023079680698720538) 2026-02-15T16:59Z [---] followers, [--] engagements "@Investinc_Intel I hate the SBC" [X Link](https://x.com/antibearthesis/status/2023090196938633553) 2026-02-15T17:41Z [---] followers, [--] engagements "@QualityInvest5 $ZETA getting bundled in the saas selloff. ridiculous" [X Link](https://x.com/antibearthesis/status/2023094539137974723) 2026-02-15T17:58Z [---] followers, [---] engagements "@Thomas_james_1 are any of the technical analysis bros beating the market consistently would love to know" [X Link](https://x.com/antibearthesis/status/2023097043162743128) 2026-02-15T18:08Z [---] followers, [----] engagements "Why it's a sneaky genius move for ServiceNow: Pyramid brings conversational AI analytics + data prep + decision intelligence straight into workflows. No more "wait for the BI team" nonsense employees (and agents) ask questions in plain English get governed insights trigger actions all inside ServiceNow.Paired with earlier buys like this turns passive dashboards into proactive agent-powered intelligence. It supercharges Now Assist ROI expands TAM into generative BI and cements ServiceNow as the real AI control tower for strategic high-impact. While everyone obsesses over Armis headlines this" [X Link](https://x.com/antibearthesis/status/2023106692494619014) 2026-02-15T18:46Z [---] followers, [--] engagements "🚨🚨JUST IN: ServiceNow $NOW acquired data ai platform Pyramid Analytics feb 12th" [X Link](https://x.com/antibearthesis/status/2023107429551247707) 2026-02-15T18:49Z [---] followers, [---] engagements "@ftr_investors $now will win big time" [X Link](https://x.com/antibearthesis/status/2023116180907528646) 2026-02-15T19:24Z [---] followers, [---] engagements "Arsenal advance the FA cup 💪" [X Link](https://x.com/antibearthesis/status/2023138931831968158) 2026-02-15T20:54Z [---] followers, [--] engagements "@LincolnCarter0 $AMZN is lowkey more diversified than sp500 and with greater growth" [X Link](https://x.com/antibearthesis/status/2023155751657873638) 2026-02-15T22:01Z [---] followers, [--] engagements "@pubity stop spreading lies. claude already owns the world" [X Link](https://x.com/antibearthesis/status/2023158660948803709) 2026-02-15T22:13Z [---] followers, [---] engagements "@QualityInvest5 yes but prefer the ubiqutious consolidator $now" [X Link](https://x.com/antibearthesis/status/2023284728112021552) 2026-02-16T06:34Z [---] followers, [---] engagements "@HyperAICapital accumalating before it reaches FOMO stage💪" [X Link](https://x.com/antibearthesis/status/2023287739446399460) 2026-02-16T06:46Z [---] followers, [--] engagements "Quick leg workout with this view 👌👌" [X Link](https://x.com/antibearthesis/status/2023319794091696194) 2026-02-16T08:53Z [---] followers, [--] engagements "@cryptorover my wallet is down 60% all time fuck it just go to 0" [X Link](https://x.com/antibearthesis/status/2023430689694310439) 2026-02-16T16:14Z [---] followers, [---] engagements "@insiderinvests Ngl $sofi might add [-------] crypto accounts in q1" [X Link](https://x.com/antibearthesis/status/2023430831067529613) 2026-02-16T16:14Z [---] followers, [--] engagements "@Kalshi Not if these [--] have something to say about it" [X Link](https://x.com/antibearthesis/status/2023443546976727314) 2026-02-16T17:05Z [---] followers, [---] engagements "Slowly realising my only good trade ever was $SoFi 🥲" [X Link](https://x.com/antibearthesis/status/2022669194278695298) 2026-02-14T13:48Z [---] followers, [--] engagements "@StockMeetUps @NerdWallet never dissapointed by $sofi" [X Link](https://x.com/antibearthesis/status/2023054576136630742) 2026-02-15T15:19Z [---] followers, [---] engagements "@fiscal_ai imagine the market cap once operating leverage kicks in" [X Link](https://x.com/antibearthesis/status/2023060807995502729) 2026-02-15T15:44Z [---] followers, [---] engagements "@midascabal crypto winter killing my entry 🤣" [X Link](https://x.com/antibearthesis/status/2023068954638328230) 2026-02-15T16:16Z [---] followers, [--] engagements "@CKCapitalxx Only $nbis of these wont go bankrupt" [X Link](https://x.com/antibearthesis/status/2023094968903176662) 2026-02-15T18:00Z [---] followers, [---] engagements "@Thomas_james_1 so you dont buy nd hold forever" [X Link](https://x.com/antibearthesis/status/2023098832222044507) 2026-02-15T18:15Z [---] followers, [---] engagements "@DividendDynasty buying every month. Once the street gets it my position will be built for life" [X Link](https://x.com/antibearthesis/status/2023118139832361337) 2026-02-15T19:32Z [---] followers, [---] engagements "@GrindeOptions $SOFI $NBIS $AMZN $NOW $CRDO" [X Link](https://x.com/antibearthesis/status/2023155242423246870) 2026-02-15T21:59Z [---] followers, [---] engagements "@QualityInvest5 hey ill be first seat on the criminal allegation bandwagon" [X Link](https://x.com/antibearthesis/status/2023309370692386927) 2026-02-16T08:11Z [---] followers, [---] engagements "Just finished my swim. Terrible as usual. Got in approx 300m in an hour. still better than where i started [--] weeks ago unable to swim [--] meters" [X Link](https://x.com/antibearthesis/status/2023346597615022121) 2026-02-16T10:39Z [---] followers, [--] engagements "@Kalshi Remember to thank Vance n Trump" [X Link](https://x.com/antibearthesis/status/2023444568297943056) 2026-02-16T17:09Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@antibearthesis NoahNoah posts on X about $sofi, $amzn, ai, amzn the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 44.17% technology brands 20.83% finance 15.83% financial services #932 cryptocurrencies 1.67% celebrities 1.67% countries 0.83% exchanges 0.83% automotive brands 0.83%
Social topic influence $sofi #61, $amzn #164, ai 10%, amzn #535, $now #29, market #1753, servicenow #33, kalshi #264, $nbis #93, growth #2124
Top accounts mentioned or mentioned by @kalshi @qualityinvest5 @longinvest32 @saynototrading @sofi @anthonynoto @dividenddynasty @dissectmarkets @happybulltrader @hatedmoats @3kcomeback @futurenvesting @investwithintel @thelongape @theducksayshi @grindeoptions @seaninvests @insiderinvests @thomasjames1 @thomas_james_1
Top assets mentioned RAI Finance (SOFI) Amazon.com, Inc. (AMZN) Now Coin (NOW) ServiceNow Inc (NOW) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Novo-Nordisk (NVO) ZetaChain (ZETA) Credo Technology Group Holding Ltd (CRDO) BlackRock Inc (BLK) Walmart, Inc. (WMT) Evotec SE (EVO) BITMINE IMMERSION TECH (BMNR) Duolingo, Inc. (DUOL) Netflix Inc (NFLX) Palantir Technologies Inc. (PLTR) CoreWeave, Inc (CRWV) Iris Energy Limited (IREN) Micron Technology, Inc. (MU) Astera Labs, Inc. (ALAB) NuCypher (NU) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Fiserv, Inc. (FI)
Top posts by engagements in the last [--] hours
"$SoFi @SoFi @anthonynoto There is not a single competent bank in Denmark. Would love to become a SoFi member. Scandinavia is filled with high earners and prime borrowers"
X Link 2026-02-14T12:12Z [---] followers, [---] engagements
"@Cobratate tate framemoggin asu frat leaders was not on my bingo card 😂"
X Link 2026-02-15T09:48Z [---] followers, [---] engagements
"@samsolid57 $AMD guiding for 35% revenue growth while $NVDA doing 65% at 7x the scale is telling. NVDA is taking market share"
X Link 2026-02-15T17:06Z [---] followers, [---] engagements
"@longinvest32 Either bankrupt acquired or $1000+"
X Link 2026-02-15T19:20Z [---] followers, [---] engagements
"If you like me are a young tech investor looking for likeminded people on X lets grow together"
X Link 2026-02-14T19:19Z [--] followers, [--] engagements
"@goooonnney $SoFi"
X Link 2026-02-14T19:20Z [---] followers, [--] engagements
"@SayNoToTrading Reddit might work out. Terrible platform for me. Wont invest. GL to everyone in it though"
X Link 2026-02-14T19:20Z [---] followers, [---] engagements
"@stockfiend450 Get on sofi invest instead 🙏 need to pump my bags 😂"
X Link 2026-02-14T19:33Z [---] followers, [--] engagements
"@DividendDynasty Holy cashflow 🤯"
X Link 2026-02-14T23:27Z [---] followers, [--] engagements
"@dissectmarkets retail will best wall street on this trade againg. LFG"
X Link 2026-02-14T23:31Z [---] followers, [--] engagements
"@LeVeonBell $meta to 0"
X Link 2026-02-15T00:21Z [---] followers, [--] engagements
"@DvdndDiplomats dividend guys on a roll in 2026"
X Link 2026-02-15T11:23Z [---] followers, [--] engagements
"@FinanceJack44 yeah no enterprise is replacing their adobe licenses at 01% of costs for some vibecoded dogsh*t 😂"
X Link 2026-02-15T15:26Z [---] followers, [--] engagements
"@david_ekpendu @ayaanwani03 lets go"
X Link 2026-02-15T15:58Z [---] followers, [--] engagements
"How i walk around bagholding all of these💀 $HIMS $SOFI $BMNR $DUOL"
X Link 2026-02-14T11:51Z [---] followers, [---] engagements
"If AI truly drives the cost of everything to 0$ (SaaS bear case) then the largest spender is set to gain huge operating leverage. $AMZN doesnt need explosive growth to work. Retail steadily growing 10% AWS and ads accelerating. Infinite OpL potential. Thats the setup"
X Link 2026-02-14T11:58Z [---] followers, [--] engagements
"Im down YTD and on a career basis on my portfolio now. But we are investing in the early innings of the 4th industrial revolution. Imagine when the QQQ and SP500 are multifold larger in 10-20 years - and you simply bought into winning AI names during these tough periods. I plan to be buying what i believe to be top tier companies during this selloff. Especially focused on my favourite SAAS right now $now $adbe https://twitter.com/i/web/status/2022666118016471435 https://twitter.com/i/web/status/2022666118016471435"
X Link 2026-02-14T13:35Z [---] followers, [--] engagements
"$SOFI just hit record $1B revenue quarter +1M members guiding 30%+ growth & surging profits into [----] Down 40% from the november highs = gift from the market gods. S&P [---] inclusion loading. crypto accounts about to skyrocket insider buys. Who's loading the dip #SOFI https://twitter.com/i/web/status/2022731709385466153 https://twitter.com/i/web/status/2022731709385466153"
X Link 2026-02-14T17:56Z [---] followers, [---] engagements
"@HappyBullTrader Amazon for me"
X Link 2026-02-14T18:15Z [---] followers, [--] engagements
"What are you buying next week $AMZN at [---] $SoFi at [--] $HOOD at [--] $PLTR at [---] $META at [---] $NFLX at [--] And why let me know"
X Link 2026-02-14T19:14Z [---] followers, [---] engagements
"@Ashton_1nvests Love $AMZN here. Tempted by Nvida aswell"
X Link 2026-02-14T19:30Z [---] followers, [---] engagements
"@danielisdizzy long $nbis $amzn"
X Link 2026-02-14T20:31Z [---] followers, [---] engagements
"@HatedMoats Already overexposed in $amzn - but the only screaming buy for me from these rn"
X Link 2026-02-14T21:27Z [---] followers, [---] engagements
"@3KComeback Given the hyperscalers capex combined with nvidias fpe of 25x yes absolutely. but i have severe anchoring bias and will be buying $amzn and $now instead 😂"
X Link 2026-02-14T22:02Z [---] followers, [---] engagements
"What happens if $HIMS wins the $NVO lawsuit @AndrewDudum has the chance to do the funniest thing 😂 imagine the short squeeze NFA"
X Link 2026-02-14T22:09Z [---] followers, [---] engagements
"Ready for my first book in [--] years. Winners Dream by Bill McDermott. Excited @ServiceNow"
X Link 2026-02-14T22:26Z [---] followers, [--] engagements
"@Futurenvesting Dang. Guess ill buy more on payday"
X Link 2026-02-14T23:17Z [---] followers, [---] engagements
"@SayNoToTrading Primarily anonymousity but also the lack of an integrated LLM unlike meta and X"
X Link 2026-02-14T23:43Z [---] followers, [--] engagements
"@rasmalai link me your teeth whitening strips asap"
X Link 2026-02-14T23:45Z [---] followers, [--] engagements
"@investwithintel $sofi"
X Link 2026-02-15T08:14Z [---] followers, [--] engagements
"@SoFi @NBA Long $sofi"
X Link 2026-02-15T09:08Z [---] followers, [--] engagements
"@NighthawkTradez nah crypto winter is here to stay. bull trap"
X Link 2026-02-15T09:09Z [---] followers, [--] engagements
"crypto bros today"
X Link 2026-02-15T09:13Z [---] followers, [--] engagements
"@HatedMoats trash investor got lucky once"
X Link 2026-02-15T09:51Z [---] followers, [--] engagements
"@MitchMartan98 why wouldnt $meta and $amzn come for their market share"
X Link 2026-02-15T11:37Z [---] followers, [--] engagements
"@Kajiastic $zeta wont be around in 2035"
X Link 2026-02-15T11:48Z [---] followers, [---] engagements
"@Futurenvesting $sofi keeps outperforming the competition"
X Link 2026-02-15T15:19Z [---] followers, [---] engagements
"@Kalshi thought AI was supposed to kill the job market"
X Link 2026-02-15T15:44Z [---] followers, [---] engagements
"4 Sectors setting up for huge succes in 2026: AI Infrastructure🔋: $NBIS $CRWV and $IREN are the purest datacenter buildout plays FinTech💰: $SoFi and $NU show 30-40% topline growth and impressive margin expansion Hyperscalers⚙: High capex but cloud growth justifies investments $AMZN $GOOG $MSFT AI hardware🤖: $NVDA $CRDO $AMD $MU $ALAB all seeing explosive demand and growth https://twitter.com/i/web/status/2023065972911775786 https://twitter.com/i/web/status/2023065972911775786"
X Link 2026-02-15T16:04Z [---] followers, [---] engagements
"Name your favorite buys in the current market ill start $AMZN sub [---] $NOW sub [---] $SOFI sub 20"
X Link 2026-02-15T16:54Z [---] followers, [---] engagements
"@ToddsTradeEasy lets connect folks"
X Link 2026-02-15T16:55Z [---] followers, [--] engagements
"Day [--] of training toward an ironman Ran 4k Had to cancel my swim to attend church Cya tomorrow"
X Link 2026-02-15T17:00Z [---] followers, [--] engagements
"Imagine if the S&P500 pulls back my YTD is disguisting enough as it is"
X Link 2026-02-15T17:16Z [---] followers, [--] engagements
"@longinvest32 hard to tell but with their massive marketing spend i expect them to beat the [----] target of 6.5b - the cagr is simply too low to justify the spend"
X Link 2026-02-15T17:17Z [---] followers, [--] engagements
"How do i escape"
X Link 2026-02-15T17:19Z [---] followers, [--] engagements
"@nuradeeeen lets connect folks 💪💪🙏"
X Link 2026-02-15T17:34Z [---] followers, [--] engagements
"@TheLongApe Active and connecting lets get it folks"
X Link 2026-02-15T17:40Z [---] followers, [--] engagements
"@KalyaniAmbedkar lets connect folks 💪💪🙏"
X Link 2026-02-15T17:44Z [---] followers, [--] engagements
"@TheValueTrade I dislike $NVO alot. Guiding for negative revenue growth is not my cup of tea"
X Link 2026-02-15T17:52Z [---] followers, [---] engagements
"@theducksayshi @PathofTheDollar whats your opinion on the death of saas you must have a pretty good insight"
X Link 2026-02-15T18:01Z [---] followers, [--] engagements
"@growthrapidly @GrindeOptions 50% chance according to polymarket"
X Link 2026-02-15T18:07Z [---] followers, [--] engagements
"@StockMarketNerd need a @Kalshi option on this"
X Link 2026-02-15T18:18Z [---] followers, [---] engagements
"ServiceNow (NOW) is getting crushed down 50% from [----] highs trading around $107 as of mid-Feb [----]. The market's pricing in AI apocalypse for seat-based SaaS. But dig into the real momentum: elite http://x.com/i/article/2023101429481713665 http://x.com/i/article/2023101429481713665"
X Link 2026-02-15T18:28Z [---] followers, [--] engagements
"ServiceNow (NOW) is showing elite-level business momentum in a market that's punishing it anyway. The stock is down 50% from its [----] highs (trading around $107 as of mid-Feb 2026) largely on AI "disruption" fearsautonomous agents supposedly eating seat-based SaaS. But the numbers deals and strategic moves tell a different story: this is a platform compounding at scale aggressively building an "AI Control Tower" that positions it to win in an agentic world not get displaced.This isn't recycled earnings recap. I'll focus on the overlooked signalsleaked/rumored deals that became reality"
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"Full-year 2025: Subscription revenue hit $12.883B (+21%). Non-GAAP operating margin 31% (+150bps) FCF margin 35% (up 300bps+). Renewal rate: 98%. They hit "Rule of 55+" (growth rate + FCF margin) consistentlyrare air for enterprise software.2026 Guidance (called "exceptional" by CEO Bill McDermott): Subscription revenue $15.5315.57B (+19.520% CC) including 100bps from Moveworks. Op margin 32% FCF margin 36%. Q1 already guiding strong. This is deceleration from peak but rock-solid for a $13B+ revenue company in a cautious macro.Overlooked kicker: [---] deals $1M net-new ACV in Q4 alone (+40%"
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"2/7 Customer ROI stories from the Q4 call (rarely quoted deeply): U.S. consumer services giant: 400% ROI on Assist expanded 8x in a year flipped from 80% human/20% auto 80% auto/20% human. Huge cost cuts + faster resolutions. European telecom: Consolidated [--] CRMs 30% cost reduction 25% faster order-to-fulfillment 20% more first-contact resolutions. Industrial conglomerate: Agents handling 90% of help desk (50% triage time cut 99% routing accuracy). Proof: customers are expanding HARD because it saves real money. AI Flywheel: Now Assist Is Exploding (The Real Story Behind the "Disruption""
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"Why this matters: They're not buying random AI hype. Every deal fills a gap to make ServiceNow the single pane for secure governed agentic AI across the enterprise. Overlooked: These are high-execution bets (e.g. Armis rumor tanked the stock temporarily but the strategy is intact).Partnerships amplify: Deeper Claude (Anthropic) + OpenAI integrations Microsoft Agent [---] orchestration Fiserv (financial services AI) Panasonic Avionics (CRM for 300+ airlines).4/7 They're quietly building the "AI Control Tower" via M&A:Armis ($7.75B cyber exposure for IT/OT/devices) triples security TAM. Veza"
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"2026 guidance looks rock-solid despite macro fears: sub revenue $15.5315.57B (+19.520% CC) op margin 32% FCF margin 36%. "Rule of 55+" elite status intact. Renewal rate 98%. While growth "decelerated" from peak it's still premium for a $13B+ revenue company. AI is the tailwind here not the threat"
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"Valuation disconnect is insane: Forward P/E 30x (some see mid-20s by 2028). 16x FCF in spots. EV/Sales 6.5x vs software peers 13x+. Analyst medians $193 (70100%+ upside). $5B new buyback program signals confidence. Institutions loading the dip. Market fears commoditization; reality is platform governance + proven ROI driving re-rating. https://twitter.com/i/web/status/2023103171460018433 https://twitter.com/i/web/status/2023103171460018433"
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"Analyst targets median $193 (some $220+) implying 70100%+ upside. Institutions are buying the dip (Vanguard etc. adding). $5B new buyback (+$2B ASR) signals confidence.The disconnect: Market fears AI commoditizing workflows. Reality: ServiceNow is pivoting to consumption-based + platform governance with proof of ROI driving expansions. Growth is "decelerating" to a still-elite 1920% with margin tailwinds.Valuation: Decade-Low Multiples on Elite Fundamentals At $107:Forward P/E 30x (some models see 24x by 2028). 16x FCF in some analyses. EV/Sales 6.5x vs. software peers at 13x+."
X Link 2026-02-15T18:32Z [---] followers, [--] engagements
"@WillBiddy_ depends. street expects single digit and deccelerating revenue growth going forward. If they can stay in the low double digits or even accelerate 30x pe would be very fair"
X Link 2026-02-15T18:36Z [---] followers, [--] engagements
"@TheRayMyers isnt $now in the nasdaq"
X Link 2026-02-15T18:37Z [---] followers, [---] engagements
"ServiceNow just quietly scooped up Pyramid Analytics (Feb [--] 2026) for a few hundred million dollarsa smart low-key tuck-in that flew under the radar.Quick facts on Pyramid:$8M revenue in [----] (up 26% YoY from $6.5M in 2023) Raised $200250M total (last round $50M from BlackRock in late 2024) Once unicorn-valued at $1B (2022) but this deal likely gave investors a modest return https://twitter.com/i/web/status/2023106689579241702 https://twitter.com/i/web/status/2023106689579241702"
X Link 2026-02-15T18:46Z [---] followers, [--] engagements
"@Mariusz_Invest swap $amzn for $wmt trust me bro"
X Link 2026-02-15T19:28Z [---] followers, [--] engagements
"@Sean_invests $sofi $amzn $now"
X Link 2026-02-15T19:34Z [---] followers, [---] engagements
"@Sean_invests $sofi $asml"
X Link 2026-02-15T19:37Z [---] followers, [--] engagements
"Truly missing the mountains right now"
X Link 2026-02-15T19:41Z [---] followers, [---] engagements
"@investwithintel $amzn but meta looking veery good aswell"
X Link 2026-02-15T20:18Z [---] followers, [--] engagements
"@BillAckman hope youre healthy bill 🙏"
X Link 2026-02-15T20:51Z [---] followers, [--] engagements
"@FunOfInvesting Wall street is stealing shares from retail noobs 🤣"
X Link 2026-02-15T20:55Z [---] followers, [---] engagements
"@elonmusk SpaceX culture is something else 💪💪💪"
X Link 2026-02-15T21:32Z [---] followers, [--] engagements
"@Kalshi Elon i cant afford lunch"
X Link 2026-02-15T21:33Z [---] followers, [--] engagements
"@Kalshi Need the $SpaceX IPO"
X Link 2026-02-15T21:33Z [---] followers, [--] engagements
"@amktparticipant Investor. love the likeminded community"
X Link 2026-02-15T21:52Z [---] followers, [--] engagements
"@HoopsCrave Who will be heavier by month [--] - ariana or the baby"
X Link 2026-02-15T21:57Z [---] followers, [----] engagements
"@MrBeast Please dont bring back chris"
X Link 2026-02-15T22:05Z [---] followers, [--] engagements
"@TheSonOfWalkley dan ives is so fucking smart. but i wont buy $tsla at this valuation"
X Link 2026-02-15T22:06Z [---] followers, [---] engagements
"Blackrock loads tf up on $NBIS. 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. https://t.co/DO3gtxULwN 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. https://t.co/DO3gtxULwN"
X Link 2026-02-15T22:09Z [---] followers, [---] engagements
"@Kalshi Obama is banging a dude"
X Link 2026-02-15T22:19Z [---] followers, [--] engagements
"Financial goals for 2026: DCA into $SoFi $AMZN $NOW $ADBE $NBIS Pay off remaining $3k car loan Join the army in august and secure a more stable income Study businesses extensively in my free time"
X Link 2026-02-14T13:16Z [---] followers, [---] engagements
"Yeah bro ill beat the market by exitng $AMZN at 21x earnings to buy $WMT at 50x"
X Link 2026-02-14T15:40Z [---] followers, [---] engagements
"Initially bought evolution $evo $evvty when i saw everyone in my college playing daily for hours on end - and it was down 40% available for 980kr a share. Made it a 20% position. Will i ever recover from this purchase"
X Link 2026-02-14T15:47Z [---] followers, [---] engagements
"Video leak of $SoFi trying to help out my portfolio"
X Link 2026-02-14T15:53Z [---] followers, [---] engagements
"@TrendSpider You can add $EVO and $HACK to this. Market puking up igaming stocks🤮"
X Link 2026-02-14T22:16Z [---] followers, [---] engagements
"@Glitch_Trades $hood has no moat"
X Link 2026-02-15T00:11Z [---] followers, [---] engagements
"@amitisinvesting @Mindset4Money_X Guess thats what [--] succesful trades in [--] years does to a bloke🤣"
X Link 2026-02-15T08:23Z [---] followers, [---] engagements
"🚨 $AMZN weekend reality check: down 23% from [----] 258$ highs 9-day bleed which is the largest losing streak in my lifetime fear everywhere after that $200B AI spend guidance. But zoom out Monthly chart is carving a textbook W-bottom while still holding the 200MA. Oversold RSI could indicate a big bounce. This dip isn't death - it's Black Friday for long-term holders. https://twitter.com/i/web/status/2023003849531752739 https://twitter.com/i/web/status/2023003849531752739"
X Link 2026-02-15T11:57Z [---] followers, [---] engagements
"@iseelightnow @anthonynoto just gotta pray jim cramer never recommends it"
X Link 2026-02-15T15:24Z [---] followers, [--] engagements
"@qualtrim $app has a bad reputation tho"
X Link 2026-02-15T15:33Z [---] followers, [---] engagements
"@Axel_Lynch_Inv dipped to [--] in afterhours aswell"
X Link 2026-02-15T15:34Z [---] followers, [--] engagements
"@insiderinvests Do you have other positions than $sofi"
X Link 2026-02-15T16:39Z [---] followers, [---] engagements
"LETS GO GUNNERS COYG"
X Link 2026-02-15T16:59Z [---] followers, [--] engagements
"@Investinc_Intel I hate the SBC"
X Link 2026-02-15T17:41Z [---] followers, [--] engagements
"@QualityInvest5 $ZETA getting bundled in the saas selloff. ridiculous"
X Link 2026-02-15T17:58Z [---] followers, [---] engagements
"@Thomas_james_1 are any of the technical analysis bros beating the market consistently would love to know"
X Link 2026-02-15T18:08Z [---] followers, [----] engagements
"Why it's a sneaky genius move for ServiceNow: Pyramid brings conversational AI analytics + data prep + decision intelligence straight into workflows. No more "wait for the BI team" nonsense employees (and agents) ask questions in plain English get governed insights trigger actions all inside ServiceNow.Paired with earlier buys like this turns passive dashboards into proactive agent-powered intelligence. It supercharges Now Assist ROI expands TAM into generative BI and cements ServiceNow as the real AI control tower for strategic high-impact. While everyone obsesses over Armis headlines this"
X Link 2026-02-15T18:46Z [---] followers, [--] engagements
"🚨🚨JUST IN: ServiceNow $NOW acquired data ai platform Pyramid Analytics feb 12th"
X Link 2026-02-15T18:49Z [---] followers, [---] engagements
"@ftr_investors $now will win big time"
X Link 2026-02-15T19:24Z [---] followers, [---] engagements
"Arsenal advance the FA cup 💪"
X Link 2026-02-15T20:54Z [---] followers, [--] engagements
"@LincolnCarter0 $AMZN is lowkey more diversified than sp500 and with greater growth"
X Link 2026-02-15T22:01Z [---] followers, [--] engagements
"@pubity stop spreading lies. claude already owns the world"
X Link 2026-02-15T22:13Z [---] followers, [---] engagements
"@QualityInvest5 yes but prefer the ubiqutious consolidator $now"
X Link 2026-02-16T06:34Z [---] followers, [---] engagements
"@HyperAICapital accumalating before it reaches FOMO stage💪"
X Link 2026-02-16T06:46Z [---] followers, [--] engagements
"Quick leg workout with this view 👌👌"
X Link 2026-02-16T08:53Z [---] followers, [--] engagements
"@cryptorover my wallet is down 60% all time fuck it just go to 0"
X Link 2026-02-16T16:14Z [---] followers, [---] engagements
"@insiderinvests Ngl $sofi might add [-------] crypto accounts in q1"
X Link 2026-02-16T16:14Z [---] followers, [--] engagements
"@Kalshi Not if these [--] have something to say about it"
X Link 2026-02-16T17:05Z [---] followers, [---] engagements
"Slowly realising my only good trade ever was $SoFi 🥲"
X Link 2026-02-14T13:48Z [---] followers, [--] engagements
"@StockMeetUps @NerdWallet never dissapointed by $sofi"
X Link 2026-02-15T15:19Z [---] followers, [---] engagements
"@fiscal_ai imagine the market cap once operating leverage kicks in"
X Link 2026-02-15T15:44Z [---] followers, [---] engagements
"@midascabal crypto winter killing my entry 🤣"
X Link 2026-02-15T16:16Z [---] followers, [--] engagements
"@CKCapitalxx Only $nbis of these wont go bankrupt"
X Link 2026-02-15T18:00Z [---] followers, [---] engagements
"@Thomas_james_1 so you dont buy nd hold forever"
X Link 2026-02-15T18:15Z [---] followers, [---] engagements
"@DividendDynasty buying every month. Once the street gets it my position will be built for life"
X Link 2026-02-15T19:32Z [---] followers, [---] engagements
"@GrindeOptions $SOFI $NBIS $AMZN $NOW $CRDO"
X Link 2026-02-15T21:59Z [---] followers, [---] engagements
"@QualityInvest5 hey ill be first seat on the criminal allegation bandwagon"
X Link 2026-02-16T08:11Z [---] followers, [---] engagements
"Just finished my swim. Terrible as usual. Got in approx 300m in an hour. still better than where i started [--] weeks ago unable to swim [--] meters"
X Link 2026-02-16T10:39Z [---] followers, [--] engagements
"@Kalshi Remember to thank Vance n Trump"
X Link 2026-02-16T17:09Z [---] followers, [--] engagements
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