# ![@equity_by_mp Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1876283823765262336.png) @equity_by_mp Marian Pompura | ETFs & Stocks

Marian Pompura | ETFs & Stocks posts on X about ai, stocks, $amzn, strong the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1876283823765262336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876283823765262336/c:line/m:interactions.svg)

- [--] Week [-----] -47%
- [--] Month [------] +154%

### Mentions: [--] [#](/creator/twitter::1876283823765262336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876283823765262336/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1876283823765262336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876283823765262336/c:line/m:followers.svg)

- [--] Week [---] +44%
- [--] Month [---] +432%

### CreatorRank: [---------] [#](/creator/twitter::1876283823765262336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1876283823765262336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [financial services](/list/financial-services)  [currencies](/list/currencies)  [products](/list/products) 

**Social topic influence**
[ai](/topic/ai), [stocks](/topic/stocks), [$amzn](/topic/$amzn) #645, [strong](/topic/strong), [$pypl](/topic/$pypl), [$googl](/topic/$googl), [$adbe](/topic/$adbe), [$crm](/topic/$crm) #129, [meta](/topic/meta), [if you](/topic/if-you)

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@wealthmatica](/creator/undefined) [@stockmktnewz](/creator/undefined) [@grindeoptions](/creator/undefined) [@mmatters22596](/creator/undefined) [@dividendtalks](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@dividendology](/creator/undefined) [@allinetfs](/creator/undefined) [@vanguard](/creator/undefined) [@tacticzh](/creator/undefined) [@investseekers](/creator/undefined) [@ashton1nvests](/creator/undefined) [@meetblossomapp](/creator/undefined) [@thevaluetrade](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@magnump0tus](/creator/undefined) [@theprofinvestor](/creator/undefined) [@dividenddynasty](/creator/undefined) [@kalshi](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Novo-Nordisk (NVO)](/topic/$nvo) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Now Coin (NOW)](/topic/$now) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [ZetaChain (ZETA)](/topic/$zeta) [PepsiCo, Inc. (PEP)](/topic/$pep) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Advanced Micro Devices (AMD)](/topic/$amd) [Morgan Stanley (MS)](/topic/morgan-stanley) [Apple, Inc. (AAPL)](/topic/$aapl) [Altria Group Inc (MO)](/topic/$mo) [Duke Energy Corp (DUK)](/topic/$duk) [American Electric Power Company Inc (AEP)](/topic/$aep) [Constellation Energy Corp (CEG)](/topic/$ceg) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Iris Energy Limited (IREN)](/topic/$iren) [Nordson, Corp. (NDSN)](/topic/$ndsn) [Parker-Hannifin Corp (PH)](/topic/$ph) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Western Digital Corp (WDC)](/topic/$wdc) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Smurfit WestRock plc (SW)](/topic/$sw) [Beldex (BDX)](/topic/$bdx) [Alibaba Group (BABA)](/topic/$baba) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Moody's Corporation (MCO)](/topic/$mco) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BREAKING: Netflix will acquire Warner Bros. Discoverys studio + streaming assets (incl. HBO/Max) in a $82.7B deal valuing WBD at $27.75/share (cash + stock). Discovery Global (CNN TNT etc.) to be spun off before close. Antitrust review next. $NFLX $WBD"  
[X Link](https://x.com/equity_by_mp/status/1996936418468205019)  2025-12-05T13:35Z [--] followers, [---] engagements


"🚨 Wall Streets [----] S&P [---] targets vs today: BofA: [----] +3% JPM: [----] +9% Goldman: [----] +10% Morgan Stanley: [----] +13% Oppenheimer: [----] +18% 📊 Average upside: +11% Big assumptions: rates earnings AI spend stays strong 📌 Question: Is +11% realistic or too conservative 👇"  
[X Link](https://x.com/equity_by_mp/status/2003193204846334433)  2025-12-22T19:57Z [--] followers, [--] engagements


"📊 MAG7 forward P/E (FY1 Jan [--] 2026) 🍎 $AAPL 33.9x 🪟 $MSFT 29.8x 📦 $AMZN 32.7x 🔍 $GOOGL 29.7x 👥 $META 25.9x 🖥 $NVDA 39.8x 🚗 $TSLA 274.6x 🧠 $GOOGL still my fave ✅ but looking through [----] $AMZN + $META look best positioned (platform leverage + AI monetization). Whats your MAG7 pick for [----] https://twitter.com/i/web/status/2006846932363223344 https://twitter.com/i/web/status/2006846932363223344"  
[X Link](https://x.com/equity_by_mp/status/2006846932363223344)  2026-01-01T21:56Z [--] followers, [--] engagements


"🤖 AI angle: AI doesnt just need chips it needs power. Power demand grid buildout copper. 🧠 This theme is still early"  
[X Link](https://x.com/equity_by_mp/status/2007367416398139897)  2026-01-03T08:24Z [--] followers, [--] engagements


"🔍 [----] expectations are wide: $1011k/ton (cautious) $1213k/ton (bullish) 📉 Macro matters but the base case stays tight"  
[X Link](https://x.com/equity_by_mp/status/2007367419434786977)  2026-01-03T08:24Z [--] followers, [--] engagements


"📋 What Im watching: LME + SHFE inventories China data & stimulus USD & rates Supply disruptions Framework price targets"  
[X Link](https://x.com/equity_by_mp/status/2007367421993406684)  2026-01-03T08:24Z [--] followers, [--] engagements


"@GrindeOptions I like $AMZN just wouldnt bet the whole bag on it. Big upside still can be choppy"  
[X Link](https://x.com/equity_by_mp/status/2007535946435281076)  2026-01-03T19:34Z [--] followers, [---] engagements


"$MU vs $SSLNF in one visual 👇 Micron: faster growth higher margins heavier reinvestment Samsung: bigger scale slower growth lower efficiency Result $MU crushed total returns (5Y: 330% vs 59%)"  
[X Link](https://x.com/equity_by_mp/status/2007876275545772458)  2026-01-04T18:06Z [--] followers, [--] engagements


"$AMZN setup into [----] 👇 ✅ Gross profit continues to compound ✅ Operating margins are trending higher ✅ Over 1M robots already operating across logistics ✅ Automation replacing labor structurally lower costs ✅ Heavy capex already deployed into fulfillment + data centers ✅ Next phase: growth outpaces spending If margins hold cash flow can surprise. https://twitter.com/i/web/status/2008123256667091301 https://twitter.com/i/web/status/2008123256667091301"  
[X Link](https://x.com/equity_by_mp/status/2008123256667091301)  2026-01-05T10:27Z [--] followers, [--] engagements


"🚨 BREAKING 🚨 Amazon is taking Alexa to the web 👀 🧠 $AMZN launching 💬 Chat with Alexa directly in your browser ⚔ Clear move toward ChatGPT-style assistants Why markets care: Bigger AI distribution moat Stronger Prime + commerce flywheel AWS credibility boost http://Alexa.com http://Alexa.com http://Alexa.com http://Alexa.com"  
[X Link](https://x.com/equity_by_mp/status/2008237353257632128)  2026-01-05T18:01Z [--] followers, [--] engagements


"Rule of [--] can hide the real story. 🧠 $ADBE vs $ZETA ⚔ 💰 margin-led vs 🚀 growth-led 📈 3y Rev CAGR: 10.5% vs 30.5% 💵 FCF (TTM): 36.7% vs 13.1% 🏭 OM (TTM): 36.6% vs 0.6% One pick 👇 $ADBE or $ZETA"  
[X Link](https://x.com/equity_by_mp/status/2008958168634671390)  2026-01-07T17:45Z [--] followers, [--] engagements


"Note: the last TTM point uses the most recent growth data available for each company (ZETA FY25 not reported yet). All margins shown are TTM returns are dividend-adjusted"  
[X Link](https://x.com/equity_by_mp/status/2008960967942590788)  2026-01-07T17:56Z [--] followers, [--] engagements


"@TheLongInvest Love the move hate the uncertainty. Classic healthcare trade"  
[X Link](https://x.com/equity_by_mp/status/2009008129548448065)  2026-01-07T21:03Z [--] followers, [---] engagements


"🚀 $ADBE Mispriced AI Compounder Market's sleeping on this while AI fears crush the stock to $336 (down early '26 on downgrades). But fundamentals scream BUY: AI embedded deep: Firefly + OpenAI/Gemini integrations in pro workflows 🧠 Record FY25 revenue: $23.8B (+11% YoY) 📈 Monster cash machine: $10B+ operating cash flow 💰 Sticky recurring subs locking in demand GenAI credits exploding: 3x QoQ usage ⚡ Valuation reset: 20x TTM / 15x forward P/E (dirt cheap vs history) 📉 Adobe isn't dying from AI it's the platform powering it. Huge monetization upside ahead 🎯 Bullish long-term."  
[X Link](https://x.com/equity_by_mp/status/2009224066213839142)  2026-01-08T11:22Z [--] followers, [--] engagements


"@TacticzH @investseekers Solid execution so far. Still watching how prescriptions scale over the next quarters but $NVO remains one of the strongest long-term healthcare stories for me"  
[X Link](https://x.com/equity_by_mp/status/2009235396325249319)  2026-01-08T12:07Z [--] followers, [--] engagements


"@Ashton_1nvests Future growth expectations priced in"  
[X Link](https://x.com/equity_by_mp/status/2009309075092189336)  2026-01-08T16:59Z [--] followers, [----] engagements


"🚨 2-Minute ETF Review Prompt 📊 Paste this into Grok (or ChatGPT) replace TICKER and get a skimmable analysis fast. Ideal for busy pros evaluating core holdings or tilts. Thread 👇 with prompt + tips"  
[X Link](https://x.com/equity_by_mp/status/2009388746303578402)  2026-01-08T22:16Z [--] followers, [---] engagements


"Prompt (Paste & Run): Act as an ETF analyst. Give a practical skimmable review of TICKER for long-term investors. Use bold headers and bullets only. Keep concise. Cover: [--]. Overview - what it tracks purpose (core or tilt). [--]. Fees - expense ratio + [--] alternatives with fees. [--]. Top holdings - top [--] with weights; note 10% concentration. [--]. Exposure - top [--] sectors; regions (US/ex-US DM/EM). [--]. Distributions - policy schedule recent yield (info only). [--]. Liquidity - AUM volume spread (low/okay/high). [--]. Tracking - how it follows index (1-3y if available). [--]. Risks - concentration bias currency"  
[X Link](https://x.com/equity_by_mp/status/2009388749143331274)  2026-01-08T22:16Z [--] followers, [---] engagements


"Pro tips: Try on $SCHD $VOO etc. Verify data (AI may use older info). Use for quick compares. Save & test Favorite ETF 👇"  
[X Link](https://x.com/equity_by_mp/status/2009388752423055647)  2026-01-08T22:16Z [--] followers, [--] engagements


"@MMatters22596 $TSLA valuation debates are a religion at this point ⛪ It's overvalued"  
[X Link](https://x.com/equity_by_mp/status/2009669900663689353)  2026-01-09T16:53Z [--] followers, [---] engagements


"Up +65% on $ASML since scooping it up last July when shares tanked 11% post-earnings due to shaky [----] estimatesnobody wanted it but I saw the EUV monopoly powering AI's future Dominating semis. You in 🚀"  
[X Link](https://x.com/equity_by_mp/status/2009762251838783933)  2026-01-09T23:00Z [--] followers, [--] engagements


"@MMatters22596 Id add $NU. Massive scale (127M customers) strong unit economics + cross-sell flywheel in LatAm. Recently filed for a U.S. bank charter (optional expansion)"  
[X Link](https://x.com/equity_by_mp/status/2010111012318421022)  2026-01-10T22:06Z [--] followers, [---] engagements


"@wealthmatica P/S is one lens. Margins explain the discount: $ZETAs GM + FCF still trail peers. I like it as a growth story just not $CRM / $ADBE territory yet. Key: FCF margin is moving the right way"  
[X Link](https://x.com/equity_by_mp/status/2010146119339200821)  2026-01-11T00:25Z [--] followers, [---] engagements


"@wealthmatica Growth matters. Cash conversion matters more. Revenue without FCF is just activity"  
[X Link](https://x.com/equity_by_mp/status/2010261243400225070)  2026-01-11T08:03Z [--] followers, [--] engagements


"Most people use AI for stock analysis wrong. They ask for answers. I use it to stress-test assumptions. Here are the exact prompts I run 👇"  
[X Link](https://x.com/equity_by_mp/status/2010335529993191861)  2026-01-11T12:58Z [--] followers, [--] engagements


"📊 Revenue drivers (durability test) Break down $TICKER revenue growth by segment and geography over the last [--] years. Classify each driver as structural cyclical or one-off. What would cause each driver to slow or reverse"  
[X Link](https://x.com/equity_by_mp/status/2010335532325515296)  2026-01-11T12:58Z [--] followers, [--] engagements


"⚠ Top risks (probability impact) List $TICKERs top [--] financial risks ranked by probability impact. Quantify downside where possible (EPS margins or FCF). Reference what management has said about each risk"  
[X Link](https://x.com/equity_by_mp/status/2010335535487733878)  2026-01-11T12:58Z [--] followers, [--] engagements


"🧮 Margins (decompose dont describe) Analyze 5-year gross operating and net margin trends. Decompose changes into pricing cost structure and scale. Which improvements look repeatable vs temporary"  
[X Link](https://x.com/equity_by_mp/status/2010335538016825447)  2026-01-11T12:58Z [--] followers, [--] engagements


"💰 Valuation (context multiples) Compare P/E EV/EBITDA and FCF yield for $A vs $B. Adjust for growth margins and balance-sheet leverage. Which metric matters most for this industryand why"  
[X Link](https://x.com/equity_by_mp/status/2010335540806365399)  2026-01-11T12:58Z [--] followers, [--] engagements


"📉 Bear market resilience Analyze $TICKERs drawdowns and recovery speed during major market sell-offs. Compare vs the index and key peers. What fundamentals actually drove the recovery"  
[X Link](https://x.com/equity_by_mp/status/2010335543414956412)  2026-01-11T12:58Z [--] followers, [--] engagements


"🧠 Analyst expectations (dispersion matters) Summarize consensus revenue earnings and price targets for $TICKER. Where are estimates tightly clustered vs widely dispersed What assumptions do analysts disagree on"  
[X Link](https://x.com/equity_by_mp/status/2010335546275512327)  2026-01-11T12:58Z [--] followers, [--] engagements


"📣 Sentiment (signal vs noise) Summarize sentiment around $TICKER over the last [--] days. Separate price-driven narratives from fundamental developments. What would invalidate the dominant narrative"  
[X Link](https://x.com/equity_by_mp/status/2010335548960022533)  2026-01-11T12:58Z [--] followers, [--] engagements


"🎯 Market expectations check What assumptions is the market pricing into $TICKER today What must go right to justify the current valuation What breaks if those assumptions fail"  
[X Link](https://x.com/equity_by_mp/status/2010335551967355312)  2026-01-11T12:58Z [--] followers, [--] engagements


"🎧 Earnings call truth filter Summarize the latest earnings call: what changed vs last quarter where management sounded confident vs evasive metrics emphasized or avoided Then write [--] skeptical investor questions for next quarter"  
[X Link](https://x.com/equity_by_mp/status/2010335554924367945)  2026-01-11T12:58Z [--] followers, [--] engagements


"🧪 Bonus (advanced AI stress-test) Write the bull case for $TICKER in [--] bullets then the bear case in [--] bullets. Now list [--] kill-switch signals that would invalidate the bull case"  
[X Link](https://x.com/equity_by_mp/status/2010335557818237236)  2026-01-11T12:58Z [--] followers, [--] engagements


"Google Walmart 👀 $GOOGL is partnering with Walmart $WMT to integrate Gemini AI into product discovery and shopping. This matters more than it sounds. AI is moving closer to the transaction: Search recommendation purchase"  
[X Link](https://x.com/equity_by_mp/status/2010435208047444025)  2026-01-11T19:34Z [--] followers, [---] engagements


"📰 Apple reportedly selects $GOOGL Gemini to power Siri. 📈 $GOOGL crosses $4T market cap. This isnt about AI quality. Its about being the default. 📱 1B+ devices 💰 $1820B/yr already paid for placement Thats how Gemini scales the same way search did"  
[X Link](https://x.com/equity_by_mp/status/2010778420079476809)  2026-01-12T18:18Z [--] followers, [--] engagements


"Calling $VOO set-and-forget diversification misses a detail. 40% of returns come from [--] stocks. Youre diversified but concentrated by design"  
[X Link](https://x.com/equity_by_mp/status/2011045278120616210)  2026-01-13T11:58Z [--] followers, [--] engagements


"PayPal Holdings $PYPL 📉 Stock near multi-year lows ($60) 📊 EPS still growing (+19.7% LTM) 🟠 P/E collapsed to [----] (-68% long-term) 💰 $6B buybacks in [----] (10% market cap) 💵 $67B annual FCF + new dividend 🧠 Pivot to crypto + AI/agentic payments Numbers say cash + buybacks + stability. If EPS keeps growing what multiple should $PYPL trade at https://twitter.com/i/web/status/2011555192706146396 https://twitter.com/i/web/status/2011555192706146396"  
[X Link](https://x.com/equity_by_mp/status/2011555192706146396)  2026-01-14T21:45Z [--] followers, [---] engagements


"$ADBE reminds me of Google [--] years ago: sentiment driven by AI disruption fears. I added $GOOGL in that period and its now +70% and today Adobe shows a similar disconnect strong FCF 27% ROIC AI features lifting recurring revenue and a 1415x forward P/E"  
[X Link](https://x.com/equity_by_mp/status/2012282764029001800)  2026-01-16T21:56Z [--] followers, [--] engagements


"📊 Sector leaders over the past week: ⚡ Energy $XLE 🛒 Staples $XLP 🏢 Real Estate $XLRE Laggards: 🛍 Cyclicals $XLY 📡 Comm Services $XLC Is this rotation or just a one-week fakeout 👀 What are you watching to confirm"  
[X Link](https://x.com/equity_by_mp/status/2013235798359822503)  2026-01-19T13:03Z [--] followers, [--] engagements


"Morningstar just dropped its [----] dividend stock list. All of these passed: Economic moat 🛡 [--] valuation at the time of the screen Existing dividend 💵 The lineup: 🥤 $KO 🥨 $PEP 🚬 $MO 🏥 $MDT ⚡ $DUK 🍫 $MDLZ ⛽ $EOG 🔌 $AEP 🪥 $CL 🧪 $APD If you could only hold ONE through all of 2026: 👉 Which do you pick 👉 Which do you trust the least https://twitter.com/i/web/status/2013392289821777960 https://twitter.com/i/web/status/2013392289821777960"  
[X Link](https://x.com/equity_by_mp/status/2013392289821777960)  2026-01-19T23:25Z [--] followers, [--] engagements


"@meetblossomapp This is exactly the setup I like: fundamentals up sentiment down. If they stabilize growth the rerate can be nasty"  
[X Link](https://x.com/equity_by_mp/status/2013393942562144366)  2026-01-19T23:31Z [--] followers, [---] engagements


"📉 $NFLX after earnings Q4 vs est: Revenue $12.05B vs $11.97B ✅ EPS $0.76 vs $0.66 ✅ Free cash flow $1.87B vs $1.46B ✅ After-hours: -4.8% ❌ Why 👇 🎯 Expectations consensus 📣 Forward outlook last quarter"  
[X Link](https://x.com/equity_by_mp/status/2013747115118170199)  2026-01-20T22:55Z [--] followers, [---] engagements


"@DividendTalks Uncertainty-driven selloff so far. The $WBD deal adds a real variable that could reset expectations"  
[X Link](https://x.com/equity_by_mp/status/2014018578584944941)  2026-01-21T16:53Z [--] followers, [---] engagements


"@TheValueTrade This looks like classic sentiment trough fundamentals quietly improving"  
[X Link](https://x.com/equity_by_mp/status/2014280662858059901)  2026-01-22T10:15Z [--] followers, [--] engagements


"🏦📊 Top banks shared their [----] stock preferences Important clarification: 👉 The price targets shown are Street / consensus targets 👉 The stock selection reflects each banks outlook. Heres how institutions are framing [----] 👇"  
[X Link](https://x.com/equity_by_mp/status/2014288844846166295)  2026-01-22T10:47Z [--] followers, [--] engagements


"🟦 Bank of America preferred names (Upside = Street consensus vs current price) 🟢 $SPOT +43% Operating leverage + margin inflection 🟢 $AMZN +24% AWS re-acceleration + retail efficiency 🟢 $CEG +19% Data center power demand 🟢 $EQIX +19% AI = infrastructure not just chips 📌 BofA tilt: high-quality growth https://twitter.com/i/web/status/2014288854082060785 https://twitter.com/i/web/status/2014288854082060785"  
[X Link](https://x.com/equity_by_mp/status/2014288854082060785)  2026-01-22T10:47Z [--] followers, [---] engagements


"🔵 Citibank large-cap focus 🟢 $AVGO +31% AI networking + software scale 🟢 $AFRM +30% Credit normalization + GMV growth 🟢 $DAL +17% Capacity discipline 🟢 $LIN +13% Industrial + healthcare demand 📌 Citi view: cyclical recovery without recession"  
[X Link](https://x.com/equity_by_mp/status/2014288863221469243)  2026-01-22T10:47Z [--] followers, [---] engagements


"💥 PayPal x Cymbio quick take PayPal is buying Cymbio to boost agentic commerce 🤖🛒 That means brands can plug their product catalogs directly into AI shopping assistants get discovered faster and still control orders + fulfillment. TL;DR: AI finds the product 🔍 PayPal helps close the sale 💳 Merchants keep the wheel 🚀 https://twitter.com/i/web/status/2014590225884889318 https://twitter.com/i/web/status/2014590225884889318"  
[X Link](https://x.com/equity_by_mp/status/2014590225884889318)  2026-01-23T06:45Z [--] followers, [--] engagements


"📉 $INTC full take Intel beats Q4 📊 ✅ Rev $13.7B est $13.4B ✅ Adj EPS $0.15 $0.09 But Q1 guide disappoints ⚠ ❌ Rev $12.2B $12.6B ❌ Adj EPS $0.00 $0.08 📉 Stock reaction: Now $47.88 -11.9% on the day Market shrugs at the beat forward outlook is what matters. https://twitter.com/i/web/status/2014592678290219303 https://twitter.com/i/web/status/2014592678290219303"  
[X Link](https://x.com/equity_by_mp/status/2014592678290219303)  2026-01-23T06:54Z [--] followers, [---] engagements


"The China Discount on $PDD is officially absurd 🛍 Opened a position at $106. Heres the math ⚖ The Fine $14k penalty on $58B+ TTM revenue Thats noise not risk. 💰 The Business 29% ROE Capital-efficient not hype-driven. 📉 The Valuation 10.6x forward earnings 2.7x P/S 7.6x EV/EBITDA Utility-stock pricing for a growth machine. 🎯 The Setup Fair value: $150 Upside: 41% The China Discount only lasts until sentiment flips. 🔄 https://twitter.com/i/web/status/2014719765722407254 https://twitter.com/i/web/status/2014719765722407254"  
[X Link](https://x.com/equity_by_mp/status/2014719765722407254)  2026-01-23T15:19Z [--] followers, [---] engagements


"2 Gold ETFs (clean exposure) $GLD (0.40%) +78% $IAU (0.25%) +78% $GDX (miners) +180% Rule of thumb: ETF = smoother Miners = leverage"  
[X Link](https://x.com/equity_by_mp/status/2014808495908933638)  2026-01-23T21:12Z [--] followers, [--] engagements


"3 SILVER = LEVERAGE ⚙ Silver is where volatility lives. Smaller market. Industrial demand. Explosive upside. Silver stocks (1Y perf): $HL +417% $CDE +304% $AG +287% $SVM +276% $PAAS +181% This is torque not safety"  
[X Link](https://x.com/equity_by_mp/status/2014808498228351215)  2026-01-23T21:12Z [--] followers, [---] engagements


"7 The supply issue no one escapes Few new discoveries Long permitting timelines Rising capex Declining grades Demand is visible. Supply is not. Thats the copper bull case"  
[X Link](https://x.com/equity_by_mp/status/2014808508332409178)  2026-01-23T21:12Z [--] followers, [--] engagements


"8 How to think about allocation Gold hedge / insurance Silver leverage / volatility Copper secular growth Same portfolio. Different roles"  
[X Link](https://x.com/equity_by_mp/status/2014808510576410722)  2026-01-23T21:12Z [--] followers, [--] engagements


"9 Final thought If you buy metals without knowing why you own each one youll sell the right thing and hold the wrong thing. Framework first. Tickers second"  
[X Link](https://x.com/equity_by_mp/status/2014808512845541641)  2026-01-23T21:12Z [--] followers, [--] engagements


"@DudeWhoInvests Some DCAs into $PYPL $ZETA $PDD✌"  
[X Link](https://x.com/equity_by_mp/status/2014831188834205985)  2026-01-23T22:42Z [--] followers, [---] engagements


"If you can explain $ZETA in [--] seconds you can trade it. 🤖 What it is: AI marketing cloud + proprietary data + activation tools 🎯 What it does: Helps brands acquire retain and monetize customers 📈 Bull case: Platform + automation = operating leverage as scale kicks in ⚠ Bear case: Crowded martech space + ad budget sensitivity Whos the real benchmark here $ADBE $CRM or pure-play martech https://twitter.com/i/web/status/2015173991774728425 https://twitter.com/i/web/status/2015173991774728425"  
[X Link](https://x.com/equity_by_mp/status/2015173991774728425)  2026-01-24T21:24Z [--] followers, [---] engagements


"🥈 Silver surges always rhyme 📈 [------] 🔥 Inflation panic + leverage 🚀 $6 $50 💥 Then crash 📈 [------] 💸 QE + speculation 🚀 $18 $49 🔻 Violent drawdown 📈 [----] 🦠 Panic stimulus flood 🚀 $12 $29 😮 Volatility spike 🧠 Pattern Silver moves late Moves fast ⚡ And overshoots 🎯 Surges collapse Surges = volatility regime https://twitter.com/i/web/status/2015685098960547868 https://twitter.com/i/web/status/2015685098960547868"  
[X Link](https://x.com/equity_by_mp/status/2015685098960547868)  2026-01-26T07:15Z [--] followers, [--] engagements


"@GrindeOptions @MagnumP0TUS Agree. Same happened at least [--] times in past. But still hype(uncertainty) can drive silver price higher"  
[X Link](https://x.com/equity_by_mp/status/2015884117510902068)  2026-01-26T20:26Z [--] followers, [---] engagements


"@TheProfInvestor SK Hynix looks very interesting"  
[X Link](https://x.com/equity_by_mp/status/2015884317939945925)  2026-01-26T20:27Z [--] followers, [---] engagements


"I analyzed [--] major ETF issuers (Vanguard iShares State Street Schwab) Then rerated their best core ETFs after fees. Results (5Y fee-adjusted): 🟦 Schwab 🚀 SCHG ER 0.04% 107% 🏛 SCHX ER 0.03% 90% 🌍 SCHB ER 0.03% 86% 🟨 State Street (SPDR) 🚀 SPYG ER 0.04% 101% 🏛 SPYM ER 0.02% 96% 🌍 SPTM ER 0.03% 93%"  
[X Link](https://x.com/equity_by_mp/status/2008626344595169293)  2026-01-06T19:46Z [--] followers, [--] engagements


"🔴 Vanguard 🚀 VUG ER 0.04% 97% 🏛 VOO ER 0.03% 96% 🌍 VTI ER 0.06% 85% ⚫ iShares 🚀 IVW ER 0.18% 99% (fee drag matters) 🏛 IVV ER 0.03% 96% 🌍 ITOT ER 0.03% 85% Takeaway: 🚀 Growth dominated the last [--] years 💸 Fees didnt flip winners but they compressed outcomes Over decades low ER quietly wins https://twitter.com/i/web/status/2008626347229540419 https://twitter.com/i/web/status/2008626347229540419"  
[X Link](https://x.com/equity_by_mp/status/2008626347229540419)  2026-01-06T19:46Z [--] followers, [--] engagements


"🧵 The Metals Playbook Hedge vs Leverage vs Growth Gold. Silver. Copper. Same sector very different trades. Lets talk tickers ETFs and performance 👇"  
[X Link](https://x.com/equity_by_mp/status/2014808489734914170)  2026-01-23T21:12Z [--] followers, [---] engagements


"1 GOLD = HEDGE 🛡 Gold is about capital preservation not hype. Gold stocks (1Y perf): $NEM +194% $B +216% $AU +272% $GFI +224% $KGC +231% Not safe but defensive relative to the market"  
[X Link](https://x.com/equity_by_mp/status/2014808493224554544)  2026-01-23T21:12Z [--] followers, [--] engagements


"4 Silver ETFs $SLV (phys) +209% $SIVR (lower fee) +210% $SIL (miners) +226% Silver miners routinely outperform the metal until they dont. Size accordingly"  
[X Link](https://x.com/equity_by_mp/status/2014808500979876170)  2026-01-23T21:12Z [--] followers, [---] engagements


"5 COPPER = GROWTH 🚀 Copper is a bet on electrification + AI + grids. No macro panic required. Just math. Copper stocks (1Y perf): $ERO +114% $SCCO +93% $TGB +251% $FCX +50% $BHP +32%"  
[X Link](https://x.com/equity_by_mp/status/2014808503240597910)  2026-01-23T21:12Z [--] followers, [---] engagements


"6 Copper ETFs $CPER (futures) +31% $COPX (miners) +104% $COPP (miners) +85% Miners futures when demand accelerates"  
[X Link](https://x.com/equity_by_mp/status/2014808505790628258)  2026-01-23T21:12Z [--] followers, [---] engagements


"$IREN: analysts see 50% upside but the real story is in the numbers below 👇 [----] BTC mined (+12% QoQ) [----] EH/s hashrate (+17% QoQ) $1.0B cash (+82% QoQ) This isnt hype. Its scale + cost control. For miners everything funnels into [--] variables: 🪙 BTC price ⚡ cost per BTC 📈 network difficulty https://twitter.com/i/web/status/2016179435741851811 https://twitter.com/i/web/status/2016179435741851811"  
[X Link](https://x.com/equity_by_mp/status/2016179435741851811)  2026-01-27T16:00Z [--] followers, [---] engagements


"🚨 $UNH fell nearly 20% today following Medicare Advantage policy news. The CMS proposal implies a 0.09% increase in Medicare Advantage payments for [----] well below the 46% the market was pricing in. That gap drove a rapid repricing across the sector: 📉 $UNH -20% 📉 $HUM -21% 📉 $CVS -14% 📉 $ELV -13% 📉 $CNC -10% Im buying the dip incrementally not emotionally https://twitter.com/i/web/status/2016261421924024579 https://twitter.com/i/web/status/2016261421924024579"  
[X Link](https://x.com/equity_by_mp/status/2016261421924024579)  2026-01-27T21:25Z [--] followers, [---] engagements


"Apple Q1 = clean beat. 🍎📈 💰 Revenue: $143.8B $138.4B 📊 EPS: $2.84 $2.68 📱 iPhone crushed it China demand held strong Wearables = small miss Boring Yes. Reliable cash machine Also yes. $AAPL keeps doing $AAPL things. 💸"  
[X Link](https://x.com/equity_by_mp/status/2016997506643615849)  2026-01-29T22:10Z [--] followers, [---] engagements


"@TheLongInvest Just ignore the noise. Control what matters: sizing and diversification"  
[X Link](https://x.com/equity_by_mp/status/2017682662467481756)  2026-01-31T19:33Z [--] followers, [--] engagements


"Heres a [----] core ETF cheat sheet by issuerclean low-cost no fluff. (Scroll the images ) 🔴 Vanguard The long-term default 🌎 $VT $VTI 🌍 $VXUS 📊 $VOO 💰 $VYM 🚀 $VUG ⚖ $VTV"  
[X Link](https://x.com/equity_by_mp/status/2009239347497967657)  2026-01-08T12:22Z [--] followers, [---] engagements


"🟠 State Street (SPDR) Strong liquidity mixed pricing $SPTM 📊 $SPYM 💰 $SDY 🌍 $CWI ⚠ higher fee"  
[X Link](https://x.com/equity_by_mp/status/2009239364673720521)  2026-01-08T12:22Z [--] followers, [--] engagements


"🔵 Schwab Best for cheap core beta $SCHB 🌍 $SCHF 💵 $SCHD 🚀 $SCHG ⚖ $SCHV"  
[X Link](https://x.com/equity_by_mp/status/2009239373276172372)  2026-01-08T12:22Z [--] followers, [--] engagements


"🚨 Full Dividend Kings List 2026: [--] stocks with 50+ years of dividend hikes Great for stable income in your ETF/stock strategy. Highlights: - Top yield: $MO (7.75%) - Best 5Y Divid. growth: $NDSN (21.07%) - Best 5Y performer: $PH (222.86%) Full tables attached (swipe through). Thread for analysis 👇 https://twitter.com/i/web/status/2009292685996113968 https://twitter.com/i/web/status/2009292685996113968"  
[X Link](https://x.com/equity_by_mp/status/2009292685996113968)  2026-01-08T15:54Z [--] followers, [---] engagements


"Top [--] by 5Y Dividend Growththese are the growers: [--]. $NDSN: 21.07% [--]. $LOW: 15.87% [--]. $PH: 14.84% [--]. $FMCB: 14.75% [--]. $ADP: 11.54% [--]. $TGT: 11.02% [--]. $ABT: 10.38% [--]. $AWR: 8.66% [--]. $GWW: 8.25% [--]. $CINF: 7.71%"  
[X Link](https://x.com/equity_by_mp/status/2009292689976524952)  2026-01-08T15:54Z [--] followers, [--] engagements


"Dividend growth investors: dont ignore tech ⚙ Low yield low income growth. 📈 Fast 3Y dividend growth (low yield today): $MPWR 27.6% 0.6% $APH 22.5% 0.7% $AMAT 20.3% 0.6% $DELL 26.8% 1.7% $KLAC 16.3% 0.5% $ORCL 16.0% 0.9% $AVGO 12.7% 0.7% $MSFT 10.2% 0.7% 🧠 Simple filter before buying: ✅ FCF covers dividends ⚠ Payout ratio not stretching ⚖ Balance sheet can handle cycles Tradeoff: low yield now betting on future raises. Risk: growth slows if cash flow weakens. https://twitter.com/i/web/status/2012206512219811880 https://twitter.com/i/web/status/2012206512219811880"  
[X Link](https://x.com/equity_by_mp/status/2012206512219811880)  2026-01-16T16:53Z [--] followers, [---] engagements


"⚪ UBS high-conviction ideas 🟢 $AMZN +24% 🟢 $AMT +22% 🟢 $COF +17% 🟢 $PEP +8% 📌 UBS balances growth + defensives"  
[X Link](https://x.com/equity_by_mp/status/2014288872469913880)  2026-01-22T10:47Z [--] followers, [--] engagements


"⚫ Deutsche Bank retail & consumer 🟢 $BIRK +51% Brand pricing power 🟢 $AS +29% Global sports exposure 🔴 $TSLA 10% 📌 Message: brand strength hype"  
[X Link](https://x.com/equity_by_mp/status/2014288880271290710)  2026-01-22T10:47Z [--] followers, [---] engagements


"🔷 Morgan Stanley value-oriented ideas 🟢 $BSX +38% Procedure growth + innovation 🟢 $EQT +30% Natural gas demand 🟢 $KKR +20% Private credit expansion 📌 Focus: cash flows not narratives"  
[X Link](https://x.com/equity_by_mp/status/2014288888232087909)  2026-01-22T10:47Z [--] followers, [--] engagements


"🟤 JPMorgan tech to watch 🟢 $GWRE +58% Insurance software modernization 🟢 $CRM +41% Margin expansion 🟢 $ANET +25% AI networking spend 📌 High multiples but enterprise-backed demand"  
[X Link](https://x.com/equity_by_mp/status/2014288896629026989)  2026-01-22T10:47Z [--] followers, [---] engagements


"🔵 Goldman Sachs AI-positioned services 🟢 $TRI +53% AI-enhanced data pricing 🟢 $FICO +29% Embedded scoring moat 🟢 $SPGI +13% 📌 Goldman prefers toll collectors over hardware"  
[X Link](https://x.com/equity_by_mp/status/2014288904732471617)  2026-01-22T10:47Z [--] followers, [---] engagements


"Data center power demand is projected to triple by [----]. ⚡ AI doesnt run on code. It runs on electricity. 🔋 On-site power: $BE ⚡ Grid & turbines: $GEV 🌿 Utilities: $NEE $AEP $DUK $SO $D ☢ Nuclear baseload: $CEG 🏭 Power generation: $TLN $VST 🧱 Grid build & electrical: $PWR $ETN $VRT 🔥 Fuel & pipelines: $WMB $KMI $EPD Which part of the AI power stack do you think benefits first https://twitter.com/i/web/status/2017302320858423358 https://twitter.com/i/web/status/2017302320858423358"  
[X Link](https://x.com/equity_by_mp/status/2017302320858423358)  2026-01-30T18:22Z [--] followers, [---] engagements


"@DividendDynasty This feels like hate it now love it later territory😁Holding $PYPL too"  
[X Link](https://x.com/equity_by_mp/status/2017719499290448281)  2026-01-31T21:59Z [--] followers, [---] engagements


"🚨 Earnings Week 🚨 This week Im watching earnings from: 🔍 $GOOGL 📦 $AMZN 🚗 $UBER 💳 $PYPL 🧠 $AMD ⚡ $IREN 💊 $NVO Many of my positions are about to be retested. Im watching execution margins and forward guidance"  
[X Link](https://x.com/equity_by_mp/status/2018088165525901438)  2026-02-01T22:24Z [--] followers, [---] engagements


"@StockSavvyShay This isnt just $MU flexing SK Hynix tightening AI supply is what gives this move real durability"  
[X Link](https://x.com/equity_by_mp/status/2018287244629430541)  2026-02-02T11:35Z [--] followers, [---] engagements


"🚨 $AMD Q4 EARNINGS BEAT 💰 EPS: $1.53 (vs. $1.32 est) ✅ 📊 Revenue: $10.3B (vs. $9.67B est) ✅ 🔮 Guide: $9.8B (vs. $9.3B range) ✅ [----] FULL YEAR: 📈 Revenue: $34.6B (+34% YOY) 🤖 Data Center: $16.6B (+32% YOY) 💻 Client/Gaming: $14.6B (+51% YOY) 💵 Adj. EPS: $4.17 (+26% YOY) 📉 Stock: -5% After hours "2025 was a defining year. entering [----] with strong momentum." Dr. Lisa Su https://twitter.com/i/web/status/2018799007133311314 https://twitter.com/i/web/status/2018799007133311314"  
[X Link](https://x.com/equity_by_mp/status/2018799007133311314)  2026-02-03T21:29Z [--] followers, [---] engagements


"@TheLongInvest $AMD valuation was priced for perfection"  
[X Link](https://x.com/equity_by_mp/status/2019057263734895103)  2026-02-04T14:35Z [--] followers, [---] engagements


"$NVO and $LLY just reported earnings. One stock is down 20% 📉 The other is up 10% 📈 Novo beat earnings but the [----] outlook disappointed. Lilly delivered growth and the market rewarded momentum. 📊 Same drugs. Different expectations. If you could own only ONE for the next decade which one are you buying https://twitter.com/i/web/status/2019123675262308821 https://twitter.com/i/web/status/2019123675262308821"  
[X Link](https://x.com/equity_by_mp/status/2019123675262308821)  2026-02-04T18:59Z [--] followers, [---] engagements


"🚨 $NVO confirms timing for oral Ozempic to Q2 [----] Why this matters 👇 💉 Injections limit adoption pills remove friction 🌍 Earlier expansion of the diabetes market opportunity ⚔ Brings clearer timing vs Eli Lillys oral GLP-1 race Market knew Ozempic worked. Now it knows when the next leg starts. https://twitter.com/i/web/status/2019132738125627493 https://twitter.com/i/web/status/2019132738125627493"  
[X Link](https://x.com/equity_by_mp/status/2019132738125627493)  2026-02-04T19:35Z [--] followers, [---] engagements


"@Kalshi Hardware demand is real. The question is durability not hype"  
[X Link](https://x.com/equity_by_mp/status/2019187262160834853)  2026-02-04T23:12Z [--] followers, [---] engagements


"$HIMS tested the line. $NVO answered with lawyers. ⚖ Novo Nordisk issues statement on illegal mass compounding and deceptive advertising by Hims & Hers. Learn more here: https://t.co/gc4imWho85 https://t.co/YztUFeGleH Novo Nordisk issues statement on illegal mass compounding and deceptive advertising by Hims & Hers. Learn more here: https://t.co/gc4imWho85 https://t.co/YztUFeGleH"  
[X Link](https://x.com/equity_by_mp/status/2019510356188835851)  2026-02-05T20:36Z [--] followers, [---] engagements


"Everyone loved $PYPL at $300. Nobody wants it after a 70% drawdown. 🟢 Long-term opportunity 🔴 Value trap Which side are you on and why $PYPL https://t.co/4mYpswNmP2 $PYPL https://t.co/4mYpswNmP2"  
[X Link](https://x.com/anyuser/status/2019803912329465870)  2026-02-06T16:02Z [---] followers, [---] engagements


"🔥 Hot take: undervalued stock picks are only useful if you treat them like a starting point. 🧾 Morningstars [----] watchlist ideas: $BIIB $MSFT $LPLA $DVN ❓ The only question that matters: why is it cheap temporary or permanent"  
[X Link](https://x.com/equity_by_mp/status/2007362810557440214)  2026-01-03T08:06Z [--] followers, [---] engagements


"⚫ iShares Deepest ETF toolbox 🌎 $ACWI $ITOT 🌍 $IXUS 💵 $DGRO 📊 $IVV / $IJH"  
[X Link](https://x.com/equity_by_mp/status/2009239355802702002)  2026-01-08T12:22Z [--] followers, [--] engagements


"📈 Momentum ETFs = trend-following made simple They hold stocks with the strongest recent performance. Rules-based. Automatic. No emotions. Top momentum ETFs 👇 🔥 $VFMO low cost 💰 $MTUM biggest & most liquid ⚡ $MMTM cheapest fees 🚀 $SPMO strongest 5Y returns"  
[X Link](https://x.com/equity_by_mp/status/2015537252844052770)  2026-01-25T21:28Z [--] followers, [---] engagements


"🚨 $NVO - Novo Nordisks CagriSema delivered strong results in the REIMAGINE-2 trial: Up to 14.2% average weight loss 43% of patients lost 15% 24% of patients lost 20% On the metabolic side: HbA1c reduced by up to [----] percentage points (from a mean baseline of 8.2%) Markets reacting positively shares up 2% on the news. https://twitter.com/i/web/status/2018397293586637297 https://twitter.com/i/web/status/2018397293586637297"  
[X Link](https://x.com/equity_by_mp/status/2018397293586637297)  2026-02-02T18:53Z [--] followers, [---] engagements


"$PYPL 💳 Q425 Earnings 🚫 Where it missed Net revenue $8.68B vs $8.80B Adj. EPS $1.23 vs $1.28 🟢 Whats still growing TPV $475.1B +9% YoY Transaction margin $4.03B +3% YoY Active accounts 439M +1% YoY ⚠ Forward look Q126 EPS: mid-single digit decline FY26 EPS: low-single digit decline flat at best 💸 Shareholder return Buybacks $1.5B (Q4) $6.0B TTM Dividend $0.14/share (Mar 25) 🧠 Big picture Volumes are growing. Earnings arent. Management admits execution issues in branded checkout. https://twitter.com/i/web/status/2018680515889348897 https://twitter.com/i/web/status/2018680515889348897"  
[X Link](https://x.com/equity_by_mp/status/2018680515889348897)  2026-02-03T13:38Z [--] followers, [---] engagements


"SaaS selloff yes. But the key stat: 80% of companies still see no measurable AI ROI from generative AI. AI agents might be different but so far thats an expectation not a proven outcome. $ADBE $CRM $INTU $NOW #FIG $U The software selloff explained in one image: https://t.co/xp7zjBzZd3 The software selloff explained in one image: https://t.co/xp7zjBzZd3"  
[X Link](https://x.com/equity_by_mp/status/2019305676250796083)  2026-02-05T07:02Z [--] followers, [---] engagements


"🏆 Cloud giants: Whos scaling fastest vs who already owns the base $AMZN 📦 AWS: $128.7B in [----] revenue Growth: +20% YoY $MSFT 🖥 Azure: $75B+ revenue (FY 2025) Growth: +34% YoY $GOOGL 🔍 Google Cloud: $58.7B in [----] revenue Growth: +36% YoY AWS dominates. Azure & GCP are accelerating. Whos your favorite https://twitter.com/i/web/status/2019533633875239305 https://twitter.com/i/web/status/2019533633875239305"  
[X Link](https://x.com/anyuser/status/2019533633875239305)  2026-02-05T22:08Z [---] followers, [---] engagements


"@wealthmatica Out of this list $UBER stands out most fundamentally. DCFs point to $100 implied value"  
[X Link](https://x.com/equity_by_mp/status/2020774976799027432)  2026-02-09T08:21Z [--] followers, [--] engagements


"@StockSavvyShay Even with competition(dont forget SK Hynix) the pie is getting bigger fast. $MU doesnt need 100% share to print strong margins in HBM"  
[X Link](https://x.com/equity_by_mp/status/2020941803101585503)  2026-02-09T19:24Z [--] followers, [---] engagements


"@dividendology All four are quality names. $GOOGL execution has stood out lately. Metas metaverse years were a costly detour"  
[X Link](https://x.com/equity_by_mp/status/2021232606134653015)  2026-02-10T14:39Z [--] followers, [---] engagements


"@StockMKTNewz $F is fighting margin math. $BYD is fighting scale math"  
[X Link](https://x.com/equity_by_mp/status/2021498827535229213)  2026-02-11T08:17Z [--] followers, [--] engagements


"@Kajiastic I think another good quarter for $ZETA is ahead"  
[X Link](https://x.com/equity_by_mp/status/2021501802601238649)  2026-02-11T08:29Z [--] followers, [---] engagements


"🚨 BREAKING: Activist challenges $WBDs $NFLX deal ⚔ Ancora built a $200M stake (1%) in $WBD. Threatening a proxy fight. 📉 $WBD didnt properly engage with $PSKY hostile bid. Want the board to negotiate for a better outcome. 💰 $PSKY sweetened its offer. Agreed to fund the $2.8B "breakup" fee to $NFLX. 🏛 Boards Position still backing $NFLX. Calling it higher certainty with less risk. 🗳 Next Catalyst Shareholder vote next month. https://twitter.com/i/web/status/2021506570878611698 https://twitter.com/i/web/status/2021506570878611698"  
[X Link](https://x.com/anyuser/status/2021506570878611698)  2026-02-11T08:48Z [---] followers, [---] engagements


"@TrendSpider Time for correction $TSLA"  
[X Link](https://x.com/equity_by_mp/status/2021518884927590781)  2026-02-11T09:37Z [--] followers, [--] engagements


"🔄 Mega buybacks are ramping upshowing strong confidence and strategic EPS engineering. 👀 Keep an eye on potential supply squeezes in float-heavy stocks. $WDC $PEP $NOW Details: https://investing.com/analysis/3-massive-buybacks-that-map-the-markets-mood-in-2026-200674778ampMode=1 https://investing.com/analysis/3-massive-buybacks-that-map-the-markets-mood-in-2026-200674778ampMode=1"  
[X Link](https://x.com/anyuser/status/2021534421283717573)  2026-02-11T10:38Z [---] followers, [---] engagements


"@AllIn_ETFs @vanguard crazy run but feels like so much of VUGs returns hinge on just a handful of mega caps. wonder how sticky that outperformance is if tech cools off. #VUG #GrowthETF"  
[X Link](https://x.com/equity_by_mp/status/2021559144629551492)  2026-02-11T12:17Z [--] followers, [--] engagements


"@AllIn_ETFs @vanguard 👍 agree"  
[X Link](https://x.com/equity_by_mp/status/2021560945999564951)  2026-02-11T12:24Z [--] followers, [--] engagements


"@qualtrim valuation still feels stretched but Ackman stepping in probably keeps the momentum hot. wonder if ETF flows start chasing this too. #META #BigMoneyMoves"  
[X Link](https://x.com/equity_by_mp/status/2021649938048778505)  2026-02-11T18:18Z [--] followers, [---] engagements


"@CYinvest rack-level power still feels overlooked in most AI buildouts. curious if VICR can actually scale up to match the hyperscaler pace. #DataCenter #AIInfra"  
[X Link](https://x.com/equity_by_mp/status/2021649981149413790)  2026-02-11T18:18Z [--] followers, [--] engagements


"@dividendology 22x still feels rich for the cycle but Ackman piling in probably keeps momentum alive. curious if ETF flows start chasing this play too. #META #BigMoneyMoves"  
[X Link](https://x.com/equity_by_mp/status/2021680122651119915)  2026-02-11T20:17Z [--] followers, [--] engagements


"@DividendTalks $META at 21x is below its 5-yr average. $TSLA at 203x is still pricing perfection"  
[X Link](https://x.com/equity_by_mp/status/2022811206520652136)  2026-02-14T23:12Z [---] followers, [---] engagements


"Went through early Q4 [--] superinvestor 13Fs. Biggest adds: $AMZN $BABA $TDG $SW $LYV $MCO $GOOG $BDX $V $CRM If you had to trim one of these today Which feels the most crowded"  
[X Link](https://x.com/anyuser/status/2022814508985585754)  2026-02-14T23:25Z [---] followers, [---] engagements


"🚗 $UBER Q4 + FY2025 key numbers Revenue: $37.3B FY (+17% YoY) Adj. EBITDA: $5.1B FY (+71% YoY) Free Cash Flow: $3.6B FY (record high) Trips: 11.3B FY (+18% YoY) MAPCs: 171M (+15% YoY) Market reaction: 📉 -5% today 📉 -15% over last [--] months Results were good but expectations were higher. https://twitter.com/i/web/status/2019127891770896751 https://twitter.com/i/web/status/2019127891770896751"  
[X Link](https://x.com/equity_by_mp/status/2019127891770896751)  2026-02-04T19:16Z [--] followers, [---] engagements


"@StockMKTNewz If Geminis really 750M MAU thats wildwas 400M in May [--] 650M+ by Oct [--] now 750M"  
[X Link](https://x.com/equity_by_mp/status/2019184509866885244)  2026-02-04T23:01Z [--] followers, [----] engagements


"Anthropic news panic crushed SaaS. Most of it had no moat anyway. Here are [--] SaaS platforms I think survive the AI shock 👇 🧠 ServiceNow ( $NOW ) The workflow OS for large enterprises (IT HR ops service). Moat: process-level lock-in. Once workflows run on NOW replacing it is open-heart surgery. AI reality: AI creates more approvals exceptions audits and handoffs not fewer. Someone must orchestrate the chaos. 12-mo Street view: targets cluster 2535% above current levels if growth holds and FCF stays strong. https://twitter.com/i/web/status/2020164937868345827"  
[X Link](https://x.com/anyuser/status/2020164937868345827)  2026-02-07T15:57Z [---] followers, [---] engagements


"🎨 Adobe ( $ADBE ) The global standard for creative tools + documents. Moat: industry formats pro workflows ecosystem lock-in. Pros dont churn tools lightly. AI reality: AI plugs into creativity it doesnt replace it. Adobe monetizes via tiers + usage. 12-mo Street view: 2030% upside if AI upsell offsets growth fears and margins hold. https://twitter.com/i/web/status/2020164941680984509 https://twitter.com/i/web/status/2020164941680984509"  
[X Link](https://x.com/equity_by_mp/status/2020164941680984509)  2026-02-07T15:57Z [--] followers, [---] engagements


"💼 Salesforce ( $CRM ) The system of record for revenue. Moat: data gravity admin ecosystem deep integrations. Replacing CRM is a multi-year decision. AI reality: Even AI agents need data permissions logging and workflow that lives in CRM. 12-mo Street view: 2030% upside supported by buybacks + margin discipline. https://twitter.com/i/web/status/2020164945522889201 https://twitter.com/i/web/status/2020164945522889201"  
[X Link](https://x.com/anyuser/status/2020164945522889201)  2026-02-07T15:57Z [---] followers, [---] engagements


"🧩 Atlassian ( $TEAM ) Jira + Confluence = the default work stack for dev teams. Moat: teams build their entire process and knowledge base on it. Switching is painful. AI reality: AI needs context tickets docs dependencies decisions. Atlassian owns the work graph. 12-mo Street view: 3040% upside if cloud transition + AI features re-accelerate usage. https://twitter.com/i/web/status/2020164948731592852 https://twitter.com/i/web/status/2020164948731592852"  
[X Link](https://x.com/anyuser/status/2020164948731592852)  2026-02-07T15:57Z [---] followers, [---] engagements


"🚨 $AMZN takes 5.3% stake in $BETA 📈 $BETA trading +17% after hours. 📊 11.7M shares owned. Full voting + investment power. 🛩 Strategic Angle - Electric aviation + Amazon logistics. When $AMZN shows up on the cap table its usually long-term optionality not a trade"  
[X Link](https://x.com/anyuser/status/2021512123319206122)  2026-02-11T09:10Z [---] followers, [--] engagements


"@TheRayMyers Some numbers behind $ADBE and $PYPL marked as overvalued🤔"  
[X Link](https://x.com/equity_by_mp/status/2021857271773274550)  2026-02-12T08:01Z [--] followers, [---] engagements


"@StockMKTNewz Mag7 valuation feels heavy and we can already feel that on many indexes. Some correction is welcome from my point of view. If higher selloff occur I will probably start to avg position/buy [--]. $META [--]. $AMZN [--]. $MSFT [--]. $GOOGL"  
[X Link](https://x.com/equity_by_mp/status/2022328043663200512)  2026-02-13T15:12Z [--] followers, [---] engagements


"Investing based only on technicals = not ideal. Only valuation models = also not ideal. Only X/Reddit sentiment = worst of all. Stocks moves on flows rates earnings positioning. No single lens tells the full story. Stack signals. Reduce blind spots. Thats it"  
[X Link](https://x.com/anyuser/status/2022975030150226214)  2026-02-15T10:03Z [---] followers, [--] engagements


"About me: I help investors beat the market over the long term through disciplined research-driven investing. Focus: Quality ETFs & stocks Long-term compounding Clear analysis over noise"  
[X Link](https://x.com/anyuser/status/2015176115413729705)  2026-01-24T21:33Z [---] followers, [---] engagements


"Investing based only on technicals = not ideal. Only valuation models = also not ideal. Only X/Reddit sentiment = worst of all. Stocks moves on flows rates earnings positioning. No single lens tells the full story. Stack signals. Reduce blind spots. Thats it"  
[X Link](https://x.com/anyuser/status/2022975030150226214)  2026-02-15T10:03Z [---] followers, [--] engagements


"Went through early Q4 [--] superinvestor 13Fs. Biggest adds: $AMZN $BABA $TDG $SW $LYV $MCO $GOOG $BDX $V $CRM If you had to trim one of these today Which feels the most crowded"  
[X Link](https://x.com/anyuser/status/2022814508985585754)  2026-02-14T23:25Z [---] followers, [---] engagements


"Were collaborating with @Sabre_Corp and @Mindtripai to deliver an end-to-end agentic AI travel experience bringing inspiration planning booking and payment into one conversational flow: https://newsroom.paypal-corp.com/2025-02-12-Sabre-PayPal-and-Mindtrip-Partner-To-Deliver-the-Industrys-First-End-to-End-Agentic-AI-Experience-for-Travel https://newsroom.paypal-corp.com/2025-02-12-Sabre-PayPal-and-Mindtrip-Partner-To-Deliver-the-Industrys-First-End-to-End-Agentic-AI-Experience-for-Travel"  
[X Link](https://x.com/anyuser/status/2021948250295558633)  2026-02-12T14:03Z 1.1M followers, 15.5K engagements


"🚨 $NBIS 547% growth but still a miss. 📈 Q4 Revenue: $227.7M (+547% YoY) 📉 Est: $242.8M miss (-$15.1M) 💸 Adj. net loss: -$173M (vs -$69M YoY) So why its still up pre-market ⚡ [---] MW active power (vs [---] MW target) 📊 ARR $1.25B (beat prior guide) Next guidance: 🏗 [---] MW France data center 🔌 800MW1GW connected by end [--] ⚡ 3GW contracted power expected Missed the quarter. But the AI power land grab is accelerating"  
[X Link](https://x.com/anyuser/status/2021931493015109951)  2026-02-12T12:56Z [---] followers, [---] engagements


"🚨 $VRT earnings just dropped. Stock +15% premarket. 📉 Q4 EPS: $1.14 (miss vs $1.30) 📈 Revenue: $2.88B (+23% YoY) 📈 Adj. op margin: 23.2% (+170bps) 💰 FCF: $910M (+151%) Headline missed. But cash + margins expanding. Now the real driver: 🚀 FY26 EPS guide: $5.97$6.07 (vs $5.33 est) 🚀 FY26 revenue: $13.25$13.75B (vs $12.39B est) 📊 Organic growth: 2729%"  
[X Link](https://x.com/anyuser/status/2021551578423951692)  2026-02-11T11:47Z [---] followers, [----] engagements


"🔄 Mega buybacks are ramping upshowing strong confidence and strategic EPS engineering. 👀 Keep an eye on potential supply squeezes in float-heavy stocks. $WDC $PEP $NOW Details: https://investing.com/analysis/3-massive-buybacks-that-map-the-markets-mood-in-2026-200674778ampMode=1 https://investing.com/analysis/3-massive-buybacks-that-map-the-markets-mood-in-2026-200674778ampMode=1"  
[X Link](https://x.com/anyuser/status/2021534421283717573)  2026-02-11T10:38Z [---] followers, [---] engagements


"🚨 $AMZN takes 5.3% stake in $BETA 📈 $BETA trading +17% after hours. 📊 11.7M shares owned. Full voting + investment power. 🛩 Strategic Angle - Electric aviation + Amazon logistics. When $AMZN shows up on the cap table its usually long-term optionality not a trade"  
[X Link](https://x.com/anyuser/status/2021512123319206122)  2026-02-11T09:10Z [---] followers, [--] engagements


"🚨 BREAKING: Activist challenges $WBDs $NFLX deal ⚔ Ancora built a $200M stake (1%) in $WBD. Threatening a proxy fight. 📉 $WBD didnt properly engage with $PSKY hostile bid. Want the board to negotiate for a better outcome. 💰 $PSKY sweetened its offer. Agreed to fund the $2.8B "breakup" fee to $NFLX. 🏛 Boards Position still backing $NFLX. Calling it higher certainty with less risk. 🗳 Next Catalyst Shareholder vote next month. https://twitter.com/i/web/status/2021506570878611698 https://twitter.com/i/web/status/2021506570878611698"  
[X Link](https://x.com/anyuser/status/2021506570878611698)  2026-02-11T08:48Z [---] followers, [---] engagements


"$HOOD beat EPS but missed the user wallet. ARPU $191 vs $201 est. Revenue $1.28B vs $1.35B. Yet platform assets hit $324B (+68% YoY). Thats the tell: users adding money spending less"  
[X Link](https://x.com/anyuser/status/2021340225986040232)  2026-02-10T21:47Z [---] followers, [---] engagements


"🚨 BREAKING: $UBER to acquire Getirs Trkiye delivery operations. Strategic expansion strengthens international delivery scale and supports improving FCF trajectory. Keeps my DCF in the $95$100 range"  
[X Link](https://x.com/anyuser/status/2020929330566791362)  2026-02-09T18:34Z [---] followers, [---] engagements


"The [--] stocks in the S&P [---] currently make up around 40% of the entire index. Historically it's been closer to 20%. The S&P [---] is less diversified than ever"  
[X Link](https://x.com/anyuser/status/2020884768548675989)  2026-02-09T15:37Z 102.7K followers, [----] engagements


"Everyones saying PayPal is done. The data doesnt agree. ⚠ ✔ Revenue up ✔ TPV up ✔ $6B+ in annual FCF ✔ Clean balance sheet Look at the ecosystem 👇 Wallets Branded & unbranded checkout Merchant infrastructure Global rails Stablecoins AI commerce layers Thats a system that hasnt fully shown up in the numbers yet. Im cautious on adding here. But Im not selling. The next few months test execution branded checkout revenue quality ecosystem linkage 📊 $PYPL"  
[X Link](https://x.com/anyuser/status/2020828843724947793)  2026-02-09T11:55Z [---] followers, [---] engagements


"Anthropic news panic crushed SaaS. Most of it had no moat anyway. Here are [--] SaaS platforms I think survive the AI shock 👇 🧠 ServiceNow ( $NOW ) The workflow OS for large enterprises (IT HR ops service). Moat: process-level lock-in. Once workflows run on NOW replacing it is open-heart surgery. AI reality: AI creates more approvals exceptions audits and handoffs not fewer. Someone must orchestrate the chaos. 12-mo Street view: targets cluster 2535% above current levels if growth holds and FCF stays strong. https://twitter.com/i/web/status/2020164937868345827"  
[X Link](https://x.com/anyuser/status/2020164937868345827)  2026-02-07T15:57Z [---] followers, [---] engagements


"💼 Salesforce ( $CRM ) The system of record for revenue. Moat: data gravity admin ecosystem deep integrations. Replacing CRM is a multi-year decision. AI reality: Even AI agents need data permissions logging and workflow that lives in CRM. 12-mo Street view: 2030% upside supported by buybacks + margin discipline. https://twitter.com/i/web/status/2020164945522889201 https://twitter.com/i/web/status/2020164945522889201"  
[X Link](https://x.com/anyuser/status/2020164945522889201)  2026-02-07T15:57Z [---] followers, [---] engagements


"🧩 Atlassian ( $TEAM ) Jira + Confluence = the default work stack for dev teams. Moat: teams build their entire process and knowledge base on it. Switching is painful. AI reality: AI needs context tickets docs dependencies decisions. Atlassian owns the work graph. 12-mo Street view: 3040% upside if cloud transition + AI features re-accelerate usage. https://twitter.com/i/web/status/2020164948731592852 https://twitter.com/i/web/status/2020164948731592852"  
[X Link](https://x.com/anyuser/status/2020164948731592852)  2026-02-07T15:57Z [---] followers, [---] engagements


"$META is printing AI ROI. Same users. Better targeting. More revenue. CapEx is getting paid back. $NVDA CEO Jensen Huang just said Nobody uses AI as well as $META. Meta just showed AI-driven ad ranking drove 4x more revenue impact than increasing ad load with both price per ad & impressions accelerating. This is what AI monetization actually looks like. https://t.co/tXCR0i8ifQ $NVDA CEO Jensen Huang just said Nobody uses AI as well as $META. Meta just showed AI-driven ad ranking drove 4x more revenue impact than increasing ad load with both price per ad & impressions accelerating. This is"  
[X Link](https://x.com/anyuser/status/2020153731371676047)  2026-02-07T15:12Z [---] followers, [---] engagements


"$NVDA CEO Jensen Huang just said Nobody uses AI as well as $META. Meta just showed AI-driven ad ranking drove 4x more revenue impact than increasing ad load with both price per ad & impressions accelerating. This is what AI monetization actually looks like"  
[X Link](https://x.com/anyuser/status/2020110338151047423)  2026-02-07T12:20Z 347.9K followers, 173.3K engagements


"Everyone loved $PYPL at $300. Nobody wants it after a 70% drawdown. 🟢 Long-term opportunity 🔴 Value trap Which side are you on and why $PYPL https://t.co/4mYpswNmP2 $PYPL https://t.co/4mYpswNmP2"  
[X Link](https://x.com/anyuser/status/2019803912329465870)  2026-02-06T16:02Z [---] followers, [---] engagements


"🏆 Cloud giants: Whos scaling fastest vs who already owns the base $AMZN 📦 AWS: $128.7B in [----] revenue Growth: +20% YoY $MSFT 🖥 Azure: $75B+ revenue (FY 2025) Growth: +34% YoY $GOOGL 🔍 Google Cloud: $58.7B in [----] revenue Growth: +36% YoY AWS dominates. Azure & GCP are accelerating. Whos your favorite https://twitter.com/i/web/status/2019533633875239305 https://twitter.com/i/web/status/2019533633875239305"  
[X Link](https://x.com/anyuser/status/2019533633875239305)  2026-02-05T22:08Z [---] followers, [---] engagements

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