# ![@gainify_io Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1862106424395866112.png) @gainify_io Gainify

Several stocks are making notable moves lately. Top investors sold $BABA before its recent 66% rally. Meanwhile, $AMD's management expects a deal with OpenAI to bring in $100 billion in chip sales over the next few years. Additionally, the S&P [---] has reached a record high market concentration, with the top [--] companies making up 40.4% of the market cap.

### Engagements: [-----] [#](/creator/twitter::1862106424395866112/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862106424395866112/c:line/m:interactions.svg)

- [--] Week [-------] +18%
- [--] Month [---------] +302%
- [--] Months [---------] -37%
- [--] Year [---------] +2,209%

### Mentions: [--] [#](/creator/twitter::1862106424395866112/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862106424395866112/c:line/m:posts_active.svg)

- [--] Week [---] no change
- [--] Month [---] +74%
- [--] Months [---] -23%
- [--] Year [-----] +250%

### Followers: [------] [#](/creator/twitter::1862106424395866112/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862106424395866112/c:line/m:followers.svg)

- [--] Week [------] +1.60%
- [--] Month [------] +3.30%
- [--] Months [------] +32%
- [--] Year [------] +1,449%

### CreatorRank: [-------] [#](/creator/twitter::1862106424395866112/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862106424395866112/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  86.24% [technology brands](/list/technology-brands)  57.8% [finance](/list/finance)  45.87% [cryptocurrencies](/list/cryptocurrencies)  #5737 [countries](/list/countries)  4.59% [exchanges](/list/exchanges)  4.59% [automotive brands](/list/automotive-brands)  4.59% [financial services](/list/financial-services)  2.75% [social networks](/list/social-networks)  2.75% [luxury brands](/list/luxury-brands)  1.83%

**Social topic influence**
[top 10](/topic/top-10) 17.43%, [$amzn](/topic/$amzn) #846, [stocks](/topic/stocks) 16.51%, [$googl](/topic/$googl) 16.51%, [$msft](/topic/$msft) #314, [$now](/topic/$now) #96, [$meta](/topic/$meta) #137, [meta](/topic/meta) 11.01%, [googl](/topic/googl) 9.17%, [$nvda](/topic/$nvda) #2272

**Top accounts mentioned or mentioned by**
[@dudewhoinvests](/creator/undefined) [@herodividend](/creator/undefined) [@ashton1nvests](/creator/undefined) [@lordzpain7](/creator/undefined) [@sjosephburns](/creator/undefined) [@swingtraderphix](/creator/undefined) [@grok](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@william_r2rclub](/creator/undefined) [@michaeljburry](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@jessecoheninv](/creator/undefined) [@gainifyio](/creator/undefined) [@marcuswerther](/creator/undefined) [@toninafairvalue](/creator/undefined) [@fishmarketacad](/creator/undefined) [@clearedgetrades](/creator/undefined) [@daypriest](/creator/undefined) [@investfreedom05](/creator/undefined) [@volume_stocks](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Exxon Mobil (XOM)](/topic/$xom) [Netflix Inc (NFLX)](/topic/$nflx) [Spotify Technology (SPOT)](/topic/$spot) [Adobe, Inc. (ADBE)](/topic/$adbe) [Apple, Inc. (AAPL)](/topic/$aapl) [AT&T Inc. (T)](/topic/$t) [Walmart, Inc. (WMT)](/topic/$wmt) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Convex Finance (CVX)](/topic/$cvx) [Roblox Corp. (RBLX)](/topic/$rblx) [Strategy (MSTR)](/topic/$mstr) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Mario Coin (COIN)](/topic/$coin) [Datadog Inc (DDOG)](/topic/$ddog) [Shopify Inc (SHOP)](/topic/$shop) [Intuit Inc. (INTU)](/topic/$intu) [AppLovin Corporation (APP)](/topic/$app) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Alibaba Group (BABA)](/topic/$baba) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Cloudflare, Inc. (NET)](/topic/$net) [Sea Limited (SE)](/topic/$se) [IonQ, Inc. (IONQ)](/topic/$ionq) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Analog Devices, Inc. (ADI)](/topic/$adi) [T-Mobile (TMUS)](/topic/$tmus) [Cisco Systems Inc (CSCO)](/topic/$csco) [Coca-Cola Co (KO)](/topic/$ko) [Micron Technology, Inc. (MU)](/topic/$mu) [NextEra Energy Inc (NEE)](/topic/$nee) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [Tesla, Inc. (TSLA)](/topic/$tsla) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Unilever plc (UL)](/topic/$ul) [TotalEnergies SE (TTE)](/topic/$tte) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Salesforce Inc (CRM)](/topic/$crm) [ServiceNow Inc (NOW)](/topic/servicenow) [Mastercard, Inc. (MA)](/topic/$ma) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [UnitedHealth Group (UNH)](/topic/$unh) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Oxygen (OXY)](/topic/$oxy) [Basis Cash (BAC)](/topic/$bac) [Moody's Corporation (MCO)](/topic/$mco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/ Zooming out first. Baillie Giffords equity portfolio fell by $15B in Q425 ending near $120B. Only [--] of the top [--] holdings from last quarter increased. The drawdown was driven by cuts across major positions: $DDOG $NET $SHOP $META $AMZN $NVDA $SPOT"  
[X Link](https://x.com/gainify_io/status/2015386940955107739)  2026-01-25T11:31Z 12.2K followers, [---] engagements


"INTERESTING FACT: Trade Desk valuation has collapsed in just [--] months. $TTD P/E (NTM) fell from 76x to 15x an 80%+ multiple contraction. Same business. Very different expectations"  
[X Link](https://x.com/gainify_io/status/2018300898376573162)  2026-02-02T12:30Z 12.2K followers, [----] engagements


"BIGGEST UPSIDE STOCKS ACCORDING TO WALL STREET ($50B Market Cap) 50%+ upside based on analyst targets: [--]. Adobe $ADBE +56.0% [--]. AppLovin $APP +57.0% [--]. Snowflake $SNOW +60.0% [--]. Salesforce $CRM +69.0% [--]. Robinhood $HOOD +69.0% [--]. Sea $SE +73.0% [--]. Oracle $ORCL +76.0% [--]. Spotify $SPOT +76.0% [--]. Intuit $INTU +77.0% [--]. ServiceNow $NOW +83.0% Is Wall Street too slow to update its view https://twitter.com/i/web/status/2021188665846698452 https://twitter.com/i/web/status/2021188665846698452"  
[X Link](https://x.com/gainify_io/status/2021188665846698452)  2026-02-10T11:45Z 12.2K followers, 25.3K engagements


"Amazon portfolio update (as of Dec [--] 2025): Major new position in $BETA ($332M stake) Re-entered $IONQ after fully exiting in Q3 [----] ($300K position) Sold out of $VITL $SMRT $OWLT"  
[X Link](https://x.com/gainify_io/status/2021450102624104465)  2026-02-11T05:03Z 12.2K followers, [----] engagements


"Bill Ackman just explained his thinking in Pershing Squares annual deck. Why $UBER and $META Because youre paying index-level multiples for way higher growth. $UBER: 21x P/E 30% mid-term EPS growth $META: 22x P/E 20% mid-term EPS growth S&P 500: 22x P/E 1213% mid-term EPS growth Same price. 23x the growth. No brainer https://twitter.com/i/web/status/2021936106560799053 https://twitter.com/i/web/status/2021936106560799053"  
[X Link](https://x.com/gainify_io/status/2021936106560799053)  2026-02-12T13:15Z 12.2K followers, 56.8K engagements


"HAVE YOU SEEN ANYTHING LIKE THIS Stan Moss just made one of the boldest moves weve seen at Polen Capital. In Q4 [----] Polen SOLD nearly $8B cutting almost every top-30 position: $AMZN $MSFT $ORCL $GOOG $NVDA $SHOP $AVGO $MA $V and more. Only two massive bets: $NOW - $780M $ISRG - $450M https://twitter.com/i/web/status/2022018086476386480 https://twitter.com/i/web/status/2022018086476386480"  
[X Link](https://x.com/gainify_io/status/2022018086476386480)  2026-02-12T18:40Z 12.2K followers, [----] engagements


"VALUATION ALERT: $UBER Uber trading at ALL-TIME VALUATION LOWS (NTM): 21.3x forward earnings 2.53x forward sales 7.03% FCF yield highest ever Revenue expected to grow 12.8% annually over the next [--] years more than 2x the S&P [---]. Youre paying a market multiple for a scaled platform compounding at double the index. https://twitter.com/i/web/status/2022275280404926939 https://twitter.com/i/web/status/2022275280404926939"  
[X Link](https://x.com/gainify_io/status/2022275280404926939)  2026-02-13T11:42Z 12.2K followers, 33.2K engagements


"LOWEST PEG Ratios in Semiconductors Guess which stock sits at just 0.31x PEG - almost [--] lower than $AMD and $NVDA 🔟 $MPWR Monolithic Power Systems 1.94x [--] $ADI Analog Devices 1.84x [--] $ON ON Semiconductor 1.76x [--] $NXPI NXP Semiconductors 1.68x [--] $LRCX Lam Research 1.55x [--] $MCHP Microchip Technology 1.51x [--] $AMD Advanced Micro Devices 1.44x [--] $NVDA NVIDIA 1.42x [--] $MRVL Marvell Technology 0.78x [--] $MU Micron Technology 0.31x Why is $MU so underappreciated https://twitter.com/i/web/status/1955594438765392313 https://twitter.com/i/web/status/1955594438765392313"  
[X Link](https://x.com/gainify_io/status/1955594438765392313)  2025-08-13T11:37Z 12.1K followers, [----] engagements


"Top [--] MegaCaps ($200B+) by forward FCF yield: 🔟 $NVS 5.98% [--] $IBM 6.03% [--] $XOM 6.15% [--] $TMUS 6.29% [--] $CSCO 6.40% [--] $UNH 6.46% [--] $MRK 7.67% [--] $BABA 7.91% [--] $T 7.95% [--] $SHEL 10.98% Which of these cash machines would you bet on"  
[X Link](https://x.com/gainify_io/status/1959937606654775504)  2025-08-25T11:15Z 12.2K followers, [----] engagements


"Dev Kantesaria just gave a masterclass in real investing: ZERO moves in Q325. No churn no noise pure conviction. His portfolio ranked by size: [--]. $KHC [--]. $MITSY [--]. $MCO [--]. $OXY [--]. $CVX [--]. $KO [--]. $BAC [--]. $AXP [--]. $AAPL"  
[X Link](https://x.com/gainify_io/status/1989651598147035475)  2025-11-15T11:08Z 12K followers, [----] engagements


"Have you ever wondered what is the LARGEST STOCK IN EUROPE Here are the Top [--] European stocks by market cap: 🔟 $OR - LOral - $229.51B [--] $NESN - Nestl - $256.23B [--] $RMS - Herms - $261.20B [--] $NOVN - Novartis - $266.00B [--] $HSBA - HSBC Holdings - $270.88B [--] $SAP - SAP- $285.43B [--] $AZN - AstraZeneca - $287.81B [--] $ROG - Roche Holding - $354.42B [--] $MC - LVMH Mot Hennessy Louis Vuitton - $376.40B [--] $ASML - ASML Holding - $418.97B Which one is your favorite https://twitter.com/i/web/status/2007118569285243239 https://twitter.com/i/web/status/2007118569285243239"  
[X Link](https://x.com/gainify_io/status/2007118569285243239)  2026-01-02T15:55Z 12.2K followers, [----] engagements


"WHAT ABOUT POTENTIAL LONG-TERM LOSERS FROM EVENTS IN VENEZUELA CANADIAN HEAVY OIL NAMES DOWN 2-3% IN THE PRE-MARKET: Suncor Energy $SU Cenovus Energy $CVE Canadian Natural Resources $CNQ Imperial Oil $IMO Venezuelan heavy crude returning could introduce direct competition for Canadian oil sands at the same U.S. refineries using the same coking capacity. Whats your take https://twitter.com/i/web/status/2008141175178289489 https://twitter.com/i/web/status/2008141175178289489"  
[X Link](https://x.com/gainify_io/status/2008141175178289489)  2026-01-05T11:39Z 12.1K followers, [----] engagements


"These are the Top [--] MOST OVERSOLD LARGE-CAP STOCKS (+$30B) in [----] based on RSI. Several high-quality names are flashing deeply oversold signals: 🔟 $CPRT RSI [----] [--] $ZS RSI [----] [--] $NFLX RSI [----] [--] $NOW RSI [----] [--] $RBLX RSI [----] [--] $MDLZ RSI [----] [--] $MSTR RSI [----] [--] $KMB RSI [----] [--] $ROP RSI [----] [--] $FISV RSI [----] Seeing $NFLX on this list is especially surprising . https://twitter.com/i/web/status/2009622460207964426 https://twitter.com/i/web/status/2009622460207964426"  
[X Link](https://x.com/gainify_io/status/2009622460207964426)  2026-01-09T13:45Z 12.2K followers, [----] engagements


"EARNINGS SEASON IS BACK It starts tomorrow with major financial heavyweights and global leaders reporting. TUE JAN 13: $JPM $BK $DAL WED JAN 14: $BAC $WFC $C THU JAN 15: $TSM $MS $GS $BLK FRI JAN 16: $PNC $STT $MTB BUCKLE UP"  
[X Link](https://x.com/gainify_io/status/2010758890015588655)  2026-01-12T17:00Z 12.2K followers, [----] engagements


"ONLY [--] STOCKS ($20B+ market cap) are at 52-week lows. [--] are software names: $TEAM $NOW $ROP $ADBE $WDAY Crowded fear. Historically high-quality businesses. What do you do here"  
[X Link](https://x.com/gainify_io/status/2012121423477662124)  2026-01-16T11:15Z 12.1K followers, [----] engagements


"MOST INVESTORS OVERLOOK TRANSPORTATION STOCKS. But theyre the backbone of the economy. I break down the [--] transportation stocks Wall Street likes most: $UBER $DASH $UNP $CSX $FDX $UPS Read here👇 https://www.gainify.io/blog/transportation-stocks https://www.gainify.io/blog/transportation-stocks"  
[X Link](https://x.com/gainify_io/status/2012915897900417239)  2026-01-18T15:52Z 12.1K followers, [---] engagements


"CHRIS HOHN JUST BROKE RECORDS. One of the worlds top equity-focused investors Hohns TCI Fund Management posted $18.9B in trading profits the BIGGEST EVER FOR A HEDGE FUND. So what does the portfolio actually look like TCIs top [--] positions as of Q3 2025: $GE $V $MSFT $MCO $SPGI $CP $GOOG $CNI $FER https://twitter.com/i/web/status/2013224176408993979 https://twitter.com/i/web/status/2013224176408993979"  
[X Link](https://x.com/gainify_io/status/2013224176408993979)  2026-01-19T12:17Z 12.2K followers, [----] engagements


"Musk vs. Michael OLeary is entertaining. AIRLINE MARGINS MAKE THE REAL CASE. Top [--] airlines by forward OPERATING MARGIN. And we all know who sits at the top. [--]. China Southern $ZNH 4.78% [--]. Lufthansa $DLAKY 4.85% [--]. IndiGo $INGL 7.07% [--]. Singapore Airlines $SINGF 8.10% [--]. United $UAL 8.42% [--]. Delta $DAL 9.16% [--]. Qantas $QAN.AX 10.99% [--]. Cathay Pacific $CPCAY 11.65% [--]. IAG $ICAGY 14.93% [--]. Ryanair $RYAAY 15.92% https://twitter.com/i/web/status/2013946436040241502 https://twitter.com/i/web/status/2013946436040241502"  
[X Link](https://x.com/gainify_io/status/2013946436040241502)  2026-01-21T12:07Z 12.2K followers, [----] engagements


"Baillie Gifford Q4 2025: A portfolio in HEAVY MOTION Once steered by Andrew Telfer: the BEST INVESTOR youve never heard of. The biggest action $NFLX $AXON $DUOL $DDOG $NET $SHOP all among the top movers. Lets break down what changed 👇"  
[X Link](https://x.com/gainify_io/status/2015386937071161677)  2026-01-25T11:31Z 12.1K followers, 32.1K engagements


"3/ SOLD OUTS Baillie Gifford fully exited several positions in Q425 led by: $PINS Pinterest ($225M) $CHWY Chewy ($192M) $BLDR Builders FirstSource ($165M) No trimming. Just decisive exits"  
[X Link](https://x.com/gainify_io/status/2015386947074535863)  2026-01-25T11:31Z 12.1K followers, [---] engagements


"HEAD-TO-HEAD: $SPOT vs. $NFLX Both are trading near historic lows on forward (NTM) P/E. Different growth paths different margins similar valuation reset. Which one do you like more here: Spotify or Netflix"  
[X Link](https://x.com/gainify_io/status/2016103940727705605)  2026-01-27T11:00Z 12K followers, [----] engagements


"RANKING: Top [--] Biggest Upside Stocks ($50B+) according to Wall Street Wall Street says #1 offers more than 80% upside from here. 🔟 $DDOG ➝ +45.0% [--] $ZS ➝ +48.4% [--] $SE ➝ +50.9% [--] $NOW ➝ +51.3% [--] $ORCL ➝ +58.0% [--] $COIN ➝ +61.5% [--] $FLUT ➝ +63.3% [--] $TEAM ➝ +67.9% [--] $CPNG ➝ +68.2% [--] $RBLX ➝ +80.4%+ up Which name stands out to you https://twitter.com/i/web/status/2016122791724994743 https://twitter.com/i/web/status/2016122791724994743"  
[X Link](https://x.com/gainify_io/status/2016122791724994743)  2026-01-27T12:15Z 12.1K followers, [----] engagements


"ServiceNow just reported Q4 and is down 5.5% on softer subscription guidance. Yet guidance still points to 20% growth and $NOW continues to clear the Rule of 55+ (growth + operating margin 55). Heres the disconnect: $NOW now trades at its lowest forward (NTM) P/E ever at [----]. Opportunity https://twitter.com/i/web/status/2016828737145250085 https://twitter.com/i/web/status/2016828737145250085"  
[X Link](https://x.com/gainify_io/status/2016828737145250085)  2026-01-29T11:00Z 12K followers, [----] engagements


"$MSFT down 6% pre-market despite a beat. Microsoft Cloud business looks healthy: Azure revenue up 39% YoY Microsoft [---] Commercial Cloud up 17% YoY What exactly is the market worried about here"  
[X Link](https://x.com/gainify_io/status/2016843876871373205)  2026-01-29T12:00Z 12K followers, [----] engagements


"$META has emerged as the No. [--] projected CapEx spender in [----]. Top [--] projected CapEx spenders (2026): 🔟 $MU $22.5B [--] $T $23.0B [--] $WMT $24.2B [--] $XOM $28.2B [--] $NEE $28.8B [--] $ORCL $56.4B [--] $GOOGL $90.5B [--] $MSFT $114.3B [--] $META $117.1B [--] $AMZN $125.3B https://twitter.com/i/web/status/2017240152834277484 https://twitter.com/i/web/status/2017240152834277484"  
[X Link](https://x.com/gainify_io/status/2017240152834277484)  2026-01-30T14:15Z 12K followers, [----] engagements


"Top [--] Worst Performing Stocks YTD (+$30B Market Cap): 🔟 $TCOM -17.61% [--] $COIN -17.67% [--] $RBLX -18.76% [--] $LVS -19.14% [--] $NOW -20.64% [--] $INTU -20.74% [--] $CEG -23.36% [--] $APP -23.48% [--] $TEAM -23.64% [--] $RDDT -25.47% Which one is a falling knife and which is a buy here"  
[X Link](https://x.com/gainify_io/status/2017925083214320087)  2026-02-01T11:36Z 12.2K followers, [----] engagements


"BIG EARNINGS WEEK AHEAD: this week (Feb 2-6) could make or break markets amid elevated volatility. Mon: $DIS $PLTR Tue: $PEP $PYPL $AMD $PFE Wed: $GOOGL $ARM $QCOM $UBER $LLY Thu: $AMZN $RBLX $TEAM $RDDT Fri: $PM $EL Always remember: Guidance headlines. Which day moves the market the most and which stock surprises everyone https://twitter.com/i/web/status/2017938502038503446 https://twitter.com/i/web/status/2017938502038503446"  
[X Link](https://x.com/gainify_io/status/2017938502038503446)  2026-02-01T12:30Z 12K followers, 16.1K engagements


"$MSFT fell 12% post-earnings on software sentiment. The underlying business still runs at 40% profit margins. Heres how Microsoft actually makes its money"  
[X Link](https://x.com/gainify_io/status/2017993884068913165)  2026-02-01T16:10Z 12K followers, [----] engagements


"Is $MSFT THE CHEAPEST MAGNIFICENT [--] STOCK on a forward P/E basis Forward P/E: $MSFT 24.5x $META 24.6x $AAPL 30.2x $GOOGL 32.0x $AMZN 34.1x $NVDA 41.0x $TSLA 196.7x Microsoft now sits at the bottom of the Mag [--] valuation range. Opportunity or is the market pricing in more pain ahead https://twitter.com/i/web/status/2018021563409256474 https://twitter.com/i/web/status/2018021563409256474"  
[X Link](https://x.com/gainify_io/status/2018021563409256474)  2026-02-01T18:00Z 12.1K followers, 16.6K engagements


"Mega caps trading right near 52-week highs Despite ongoing market volatility these names are holding up at elevated levels: $KO Coca-Cola $74.85 $GILD Gilead Sciences $141.95 $CVX Chevron $176.89 $XOM Exxon Mobil $141.49 $CME CME Group $289.06 $JNJ Johnson & Johnson $227.26 $GOOGL Alphabet $338.23 $NEE NextEra Energy $87.92 $DE Deere & Co $527.89 $LMT Lockheed Martin $634.47 $SCHW Charles Schwab $103.91 $COP ConocoPhillips $104.21 https://twitter.com/i/web/status/2018312215472853335 https://twitter.com/i/web/status/2018312215472853335"  
[X Link](https://x.com/gainify_io/status/2018312215472853335)  2026-02-02T13:15Z 12.2K followers, 14.3K engagements


"Chris Davis 4Q [----] update ONE OF THE MOST RESPECTED VALUE-FOCUSED INVESTORS just disclosed his latest portfolio moves. Davis Selected Advisors' portfolio is sitting near 5-year highs ($22B) and [--] of the top [--] positions were increased: $COF $USB $META $CVS $MGM $GOOGL $VTRS $MKL $AMZN Biggest buy: $CTRA (+$319M) Biggest new position: $JBS (+$163M) Biggest cut: $AMAT ($324M) Biggest closed position: $HUM ($101M) Quiet conviction. Long-term focus. https://twitter.com/i/web/status/2018566206379241723 https://twitter.com/i/web/status/2018566206379241723"  
[X Link](https://x.com/gainify_io/status/2018566206379241723)  2026-02-03T06:04Z 12.2K followers, 38.4K engagements


"In his newsletter Michael Burry said Lululemon $LULU has pulled back and hes adding to his position. The real load-the-truck price in his view is closer to $150. At current levels he sees LULU as a tempting founder-led or PE buyout candidate"  
[X Link](https://x.com/gainify_io/status/2018656238947463350)  2026-02-03T12:02Z 12.2K followers, [----] engagements


"WHO COULD HAVE BELIEVED IT Snap $SNAP turns profitable in Q4 [----]. EPS flips positive after years in the red. Does profitability stick from here"  
[X Link](https://x.com/gainify_io/status/2019354073858773287)  2026-02-05T10:15Z 12.1K followers, 33.1K engagements


"Top [--] CapEx spenders (NTM) and $GOOGL is operating at historic levels in a league of its own. Updated post-earnings Google now sits firmly at #1 spending at historic CapEx levels. Top [--] Companies by CapEx in the next [--] months: 🔟 Tesla $TSLA: $20.5B [--] Micron $MU: $22.5B [--] AT&T $T: $23.0B [--] Walmart $WMT: $24.4B [--] Exxon Mobil $XOM: $28.0B [--] Oracle $ORCL: $56.4B [--] Microsoft $MSFT: $117.8B [--] Meta $META: $125.4B [--] Amazon $AMZN: $142.1B [--] Google $GOOGL: $185.9B Google sits alone at the top investing at a scale no one else can match. Does Amazon respond or is Google pulling away"  
[X Link](https://x.com/gainify_io/status/2019395685968130183)  2026-02-05T13:00Z 12.2K followers, [----] engagements


"$QCOM is down 11.4% pre-market after issuing weaker-than-expected Q2 FY26 guidance. Qualcomm guided Q2 revenue to $10.2B$11.0B below the $11.11B consensus. CEO Cristiano Amon said near-term handset demand is being pressured by industry-wide memory supply constraints though demand for premium and high-tier smartphones remains strong. The key question: Is this a short-term headwind or a more structural issue for handset growth https://twitter.com/i/web/status/2019410740948455473 https://twitter.com/i/web/status/2019410740948455473"  
[X Link](https://x.com/gainify_io/status/2019410740948455473)  2026-02-05T14:00Z 12.1K followers, [----] engagements


"RT @DudeWhoInvests: Amazon $AMZN after-hours"  
[X Link](https://x.com/gainify_io/status/2019632901411721626)  2026-02-06T04:43Z 12K followers, [--] engagements


"$META $GOOGL and $AMZN reported earnings back-to-back and all guided to RECORD-HIGH CapEx. Spending is moving to levels weve never seen before. The obvious question is whether this is getting ahead of fundamentals. Theres an easy way to check. Lets go through each company👇 https://twitter.com/i/web/status/2019680817492918692 https://twitter.com/i/web/status/2019680817492918692"  
[X Link](https://x.com/gainify_io/status/2019680817492918692)  2026-02-06T07:53Z 12K followers, [----] engagements


"1/ $GOOGL operating cash flow more than covers CapEx. Alphabets capital spending is rising but cash generation is rising faster. CapEx Operating Cash Flow 2024: $53B $125B 2025: $91B $165B 2026E: $181B $196B Even at record investment levels operating cash flow is expected to fully finance CapEx consistent with recent years. https://twitter.com/i/web/status/2019680820898763112 https://twitter.com/i/web/status/2019680820898763112"  
[X Link](https://x.com/gainify_io/status/2019680820898763112)  2026-02-06T07:53Z 12.1K followers, [---] engagements


"2/ $AMZN operating cash flow scales with CapEx. Amazons capital spending is accelerating again but operating cash flow is expanding right alongside it. CapEx Operating Cash Flow 2024: $83B $116B 2025: $132B $140B 2026E: $175B $185B Even at peak investment levels Amazon is expected to fully fund CapEx from operations supported by the scale of AWS and core commerce. https://twitter.com/i/web/status/2019680824145125485 https://twitter.com/i/web/status/2019680824145125485"  
[X Link](https://x.com/gainify_io/status/2019680824145125485)  2026-02-06T07:53Z 12.2K followers, [---] engagements


"3/ $META operating cash flow comfortably covers CapEx. Metas capital spending is ramping sharply but operating cash flow continues to scale ahead of it. CapEx Operating Cash Flow 2024: $37B $91B 2025: $70B $116B 2026E: $122B $130B Even with CapEx at record levels Meta is expected to finance investment directly from operations supported by a materially stronger cash engine than in prior cycles"  
[X Link](https://x.com/gainify_io/status/2019680827697742119)  2026-02-06T07:53Z 12.1K followers, [---] engagements


"Markets are focused on record CapEx at $GOOGL $AMZN and $META. Can they afford it Short answer: YES. By 2026E (CapEx Operating Cash Flow): $GOOGL $181B $196B $AMZN $175B $185B $META $122B $130B Capital spending is fully funded from operations. From here its about ROI not affordability. https://twitter.com/i/web/status/2019680829966799139 https://twitter.com/i/web/status/2019680829966799139"  
[X Link](https://x.com/gainify_io/status/2019680829966799139)  2026-02-06T07:53Z 12.1K followers, [---] engagements


"RT @DudeWhoInvests: This sell-off is actually funny yeah lets sell the best companies in the world because they see too many places to i"  
[X Link](https://x.com/gainify_io/status/2019681050251968699)  2026-02-06T07:54Z 12K followers, [--] engagements


"Brutal week in the market. These were the worst performers all down at least 20%: $APP -33.0% $IREN -31.9% $IONQ -29.9% $HOOD -29.3% $IT -28.5% $COIN -26.5% $CRWV -24.6% $CRCL -24.6% $PYPL -23.9% $CRDO -23.7% $MSTR -23.6% $SOFI -23.5% $IQV -22.8% $ASTS -22.8% $RKLB -22.0% Risk came off fast. https://twitter.com/i/web/status/2019735361514094820 https://twitter.com/i/web/status/2019735361514094820"  
[X Link](https://x.com/gainify_io/status/2019735361514094820)  2026-02-06T11:30Z 12K followers, [----] engagements


"Earnings season update: PLENTY OF MARKET ANXIETY YET RESULTS SO FAR ARE SOLID. S&P [---] ($SPX) [---] companies have already reported: ➡ 82% beat revenue expectations ➡ 74% beat EPS expectations ➡ Avg. revenue beat: +9.3% ➡ Avg. EPS beat: +1.6% But this season guidance matters more than ever"  
[X Link](https://x.com/gainify_io/status/2019758015977591295)  2026-02-06T13:00Z 12.1K followers, [----] engagements


"RT @Ashton_1nvests: $SNAP looks like a great opportunity at these levels. The stock has been beaten down sentiment is low and expectatio"  
[X Link](https://x.com/gainify_io/status/2020432078253535366)  2026-02-08T09:38Z 12.1K followers, [--] engagements


"If UBS is right A major re-acceleration for AWS and a big narrative shift for $AMZN. AWS at 38% growth in [----] would mean a return to peak growth rates. Thats well ahead of the last quarters 23.6%. UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu UBS calling +38% [----] growth for $AMZN AWS https://t.co/E0PEwQmqJu"  
[X Link](https://x.com/gainify_io/status/2020448503533654083)  2026-02-08T10:43Z 12.2K followers, [----] engagements


"RT @HeroDividend: Is anybody else interested in a free private jet flight for [--] people to San Francisco to see the Patriots and Seahawks pl"  
[X Link](https://x.com/gainify_io/status/2020449208587706626)  2026-02-08T10:46Z 12.1K followers, [---] engagements


"RT @SJosephBurns: "Youll be most successful where youre most intensely interested." - Charlie Munger"  
[X Link](https://x.com/gainify_io/status/2020495467541565510)  2026-02-08T13:50Z 12.1K followers, [---] engagements


"RAY DALIO ON HOW TO OWN GOLD In a recent interview with Barrons Ray Dalio was clear: Investors should not speculate on currencies but instead set a strategic allocation. For most investors that typically means around 10% in gold give or take 5% depending on the rest of the portfolio. https://twitter.com/i/web/status/2020504565863399628 https://twitter.com/i/web/status/2020504565863399628"  
[X Link](https://x.com/gainify_io/status/2020504565863399628)  2026-02-08T14:26Z 12.1K followers, [----] engagements


"Thomas Gayner often called the Baby Buffett made almost no moves in Q4 [----]. No changes in the Top [--] holdings of Markel Group. Steady as ever. Trades worth mentioning: Biggest buy: $NVO $25.6M Sold out positions: $FDX and $ADBE Biggest cuts: $ADI $36.3M and $META $21.4M Minimal moves. Maximum discipline. https://twitter.com/i/web/status/2020528080909902057 https://twitter.com/i/web/status/2020528080909902057"  
[X Link](https://x.com/gainify_io/status/2020528080909902057)  2026-02-08T16:00Z 12.1K followers, [----] engagements


"RT @Ashton_1nvests: This is why $AMZN is one of the best stocks to own for the next decade: - Generated $140B in operating cash flow over"  
[X Link](https://x.com/gainify_io/status/2020786905948750279)  2026-02-09T09:08Z 12.1K followers, [--] engagements


"TOP [--] BIGGEST DRAWDOWNS FROM 52-WEEK HIGHS: [--]. Oklo $OKLO -63.3% [--]. Regencell Bioscience $RGC -67.4% [--]. Strategy $MSTR -70.5% [--]. Gartner $IT -70.8% [--]. Atlassian $TEAM -70.9% [--]. HubSpot $HUBS -73.6% [--]. Fiserv $FISV -74.9% [--]. The Trade Desk $TTD -78.5% [--]. Circle Internet Group $CRCL -80.9% [--]. Figma $FIG -84.6% Which one is becoming increasingly more interesting https://twitter.com/i/web/status/2020828531165446581 https://twitter.com/i/web/status/2020828531165446581"  
[X Link](https://x.com/gainify_io/status/2020828531165446581)  2026-02-09T11:54Z 12.2K followers, 10.2K engagements


"Ken Fisher is a legendary long-term equity investor the founder of Fisher Asset Management and one of the largest capital allocators in global markets. His Q4 [----] portfolio update just dropped: Equity portfolio at an all-time high of $293B Major buying in $NFLX $NOW $AVGO $UL $TTE Major cuts in $MBB and $SPTL selling rate-sensitive ETF's More below 👇 https://twitter.com/i/web/status/2021095387180732899 https://twitter.com/i/web/status/2021095387180732899"  
[X Link](https://x.com/gainify_io/status/2021095387180732899)  2026-02-10T05:34Z 12.2K followers, 27K engagements


"1/ Ken Fisher increased equity allocation to a $293B stock portfolio in Q4 [----]. This marks a new all-time high in equity exposure and reinforces his continued positive view on the market"  
[X Link](https://x.com/gainify_io/status/2021095391479955604)  2026-02-10T05:34Z 12.2K followers, [---] engagements


"2/ Ken Fisher made several full exits in Q4 [----]. The largest was Infosys $INFY selling 100% of the position worth $155M. He also fully exited Pool Corp $POOL and Boston Beer continuing a clear portfolio cleanup"  
[X Link](https://x.com/gainify_io/status/2021095395061796996)  2026-02-10T05:34Z 12.2K followers, [---] engagements


"5/ Ken Fisher opened two major new positions in Q4 [----] both immediately sized at over $1B. Unilever $UL with $1.39B invested TotalEnergies $TTE with $1.22B invested These were high-conviction entries not exploratory buys"  
[X Link](https://x.com/gainify_io/status/2021095407296618638)  2026-02-10T05:34Z 12.2K followers, [---] engagements


"6/ Q4 [----] summary: Ken Fishers core moves Equity allocation raised to a record $293B Broad-based adds across all top [--] holdings Additions: $1.99B in $NFLX $1.15B in $NOW New positions: $1.39B in $UL and $1.22B in $TTE [----] Billion cut from rate-sensitive ETFs $MBB and $SPTL Net result: higher equity exposure sharper focus and strong conviction going forward. https://twitter.com/i/web/status/2021095411528655170 https://twitter.com/i/web/status/2021095411528655170"  
[X Link](https://x.com/gainify_io/status/2021095411528655170)  2026-02-10T05:34Z 12.1K followers, [---] engagements


"RT @Ashton_1nvests: $OSCR looks extremely undervalued to me at these levels especially when you zoom out. The company is still growing s"  
[X Link](https://x.com/gainify_io/status/2021101221369520275)  2026-02-10T05:57Z 12.1K followers, [--] engagements


"VALUATION ALERT: $NFLX Netflix trades at 26x forward P/E a level last seen in [--------] when revenue growth was single digits. Growth is now 15% and expected to stay well above 10% in the coming years. Does this valuation reset make sense"  
[X Link](https://x.com/gainify_io/status/2021173805645750719)  2026-02-10T10:46Z 12.1K followers, 31.5K engagements


"RT @SJosephBurns: "Everyone is trying to be smart I'm just trying NOT to be stupid." - Charlie Munger"  
[X Link](https://x.com/gainify_io/status/2021175444922384889)  2026-02-10T10:52Z 12.2K followers, [---] engagements


"RT @DudeWhoInvests: Microsoft $MSFT is basically at the cheapest price/earnings multiple that is has been at in the past [--] years. https:/"  
[X Link](https://x.com/gainify_io/status/2021256487503372477)  2026-02-10T16:14Z 12.2K followers, [--] engagements


"RT @michaeljburry: I am working on something $PLTR"  
[X Link](https://x.com/gainify_io/status/2021298403334910075)  2026-02-10T19:01Z 12.2K followers, [---] engagements


"RECORD: Spotify added 38M monthly active users in Q4 [----] pushing total MAUs past 750M. Despite a 15% post-earnings rally $SPOT still trades at its lowest NTM P/E on record at 31.4x"  
[X Link](https://x.com/gainify_io/status/2021532193873420702)  2026-02-11T10:30Z 12.2K followers, [----] engagements


"RT @StockSavvyShay: JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earni"  
[X Link](https://x.com/gainify_io/status/2021593115593785476)  2026-02-11T14:32Z 12.2K followers, [---] engagements


"RT @DudeWhoInvests: Robinhood $HOOD shares are trading significantly lower following earnings -12%+"  
[X Link](https://x.com/gainify_io/status/2021626853006667946)  2026-02-11T16:46Z 12.2K followers, [--] engagements


"RT @JesseCohenInv: AMAZON $AMZN TOPS NVIDIA $NVDA FOR MOST BOUGHT STOCK BY RETAIL INVESTORS"  
[X Link](https://x.com/gainify_io/status/2021848982691995882)  2026-02-12T07:28Z 12.2K followers, [--] engagements


"If you dont know Nick Sleep you should. He is a legendary long-term investor who quietly built one of the strongest investing records of the past two decades then chose to close the fund at its peak. His philosophy is a masterclass in long-term investing. Heres how he did it: https://www.gainify.io/blog/nick-sleep-portfolio https://www.gainify.io/blog/nick-sleep-portfolio"  
[X Link](https://x.com/gainify_io/status/2021920997788545409)  2026-02-12T12:15Z 12.2K followers, 25.9K engagements


"Michael Burrys latest deep dive on $PLTR is a MUST-READ. He presents growth-driven valuation scenarios for Palantir using a multi-stage DCF to show how different growth paths and discount rates map to price: $146/share: 7.0% WACC Growth 40% (5Y) 20% (10Y) $136/share: 10.0% WACC Growth 50% (5Y) 25% (10Y) $71/share: 10.0% WACC Growth 30% (5Y) 15% (10Y) $46/share: 16.6% WACC Growth 50% (5Y) 25% (10Y) $34/share: 15.0% WACC Growth 40% (5Y) 20% (10Y) $21/share: 20.0% WACC Growth 40% (5Y) 20% (10Y) Beyond the math Burry cuts through the narratives around SaaS margins proprietary AI NDR durability"  
[X Link](https://x.com/gainify_io/status/2021923671787426027)  2026-02-12T12:25Z 12.2K followers, [----] engagements


"Top [--] WORST performing stocks YTD among $50B+ market caps: 🔟 $ADSK -5.62% [--] $ARM -6.01% [--] $NOW -6.28% [--] $DELL -6.34% [--] $COF -6.66% [--] $ADBE -7.01% [--] $SPOT -7.02% [--] $MRVL -7.09% [--] $JCI -8.36% [--] $CEG -8.93% Are any of these quality names trading at an attractive discount https://twitter.com/i/web/status/2011416737221071358 https://twitter.com/i/web/status/2011416737221071358"  
[X Link](https://x.com/gainify_io/status/2011416737221071358)  2026-01-14T12:34Z 12.2K followers, [----] engagements


"Top [--] Most Oversold Stocks (RSI) You might be surprised by the top [--] most oversold names on this list 👀 [--]. $SPOT RSI [-----] [--]. $T RSI [-----] [--]. $ADSK RSI [-----] [--]. $ADBE RSI [-----] [--]. $PYPL RSI [-----] [--]. $MSTR RSI [-----] [--]. $INTU RSI [-----] [--]. $NFLX RSI [-----] [--]. $TMUS RSI [-----] [--]. $NOW RSI [-----] RSI [--] = selling pressure is stretched. Which one are you watching https://twitter.com/i/web/status/2014650584641507572 https://twitter.com/i/web/status/2014650584641507572"  
[X Link](https://x.com/gainify_io/status/2014650584641507572)  2026-01-23T10:45Z 12.2K followers, 54.5K engagements


"2/ NEW POSITIONS Baillie Gifford opened a small number of fresh bets in Q425: $MDLN Medline ($440M) $UTHR United Therapeutics ($150M) $BLLN BillionToOne ($129M) Selective entries. Modest sizing"  
[X Link](https://x.com/gainify_io/status/2015386944289579401)  2026-01-25T11:31Z 12.2K followers, [---] engagements


"$FIG is down 75% from its IPO level in just [--] months. Have you seen anything like it"  
[X Link](https://x.com/gainify_io/status/2016885595839107310)  2026-01-29T14:46Z 12.2K followers, [----] engagements


"FACT: Alphabet $GOOGL is the best cash-flow operating engine in the world. NO COMPANY ON THE PLANET GENERATES MORE OPERATING CASH FLOW. In [----] it generated $165B enough to fund: -$91.5B in CapEx -$45.7B in buybacks -$10.0B in dividends"  
[X Link](https://x.com/gainify_io/status/2020467669871247710)  2026-02-08T12:00Z 12.2K followers, 42.1K engagements


"After a pretty rough week the show must go on. Next week earnings: Tue: $KO $SPGI $SPOT $DDOG $NET $HOOD $OSCR Wed: $MCD $TMUS $SHOP $CSCO $APP Thu: $ANET $PANW $AMAT $ABNB $COIN $PINS"  
[X Link](https://x.com/gainify_io/status/2020494081621659936)  2026-02-08T13:45Z 12.2K followers, [---] engagements


"VALUATION ALERT: Microsoft $MSFT is trading at a 22.9x forward (NTM) P/E a level seen only three times since [----]. In all three prior instances this was followed by multiple expansion"  
[X Link](https://x.com/gainify_io/status/2020811182425231470)  2026-02-09T10:45Z 12.2K followers, 54K engagements


"3/ Ken Fisher made his biggest Q4 [----] moves by cutting rate-sensitive ETFs not equities. He slashed iShares MBS ETF $MBB by 95% selling $2.0B. He also cut SPDR Bloomberg Treasury ETF $SPTL by 98% selling $1.6B. $MBB tracks U.S. mortgage-backed securities. $SPTL holds long-duration Treasuries. Thats $3.5B+ repositioned away from rate exposure in a single quarter. https://twitter.com/i/web/status/2021095399306453173 https://twitter.com/i/web/status/2021095399306453173"  
[X Link](https://x.com/gainify_io/status/2021095399306453173)  2026-02-10T05:34Z 12.2K followers, [--] engagements


"4/ Ken Fisher didnt just stay invested in Q4 [----]. He added across the board reinforcing all top [--] positions. The largest adds: $NFLX about $2.0B $NOW about $1.1B $AVGO about $440M He also added to $NVDA $MSFT $AAPL $GOOGL $LLY and others. This was broad conviction not selective buying. https://twitter.com/i/web/status/2021095403219763571 https://twitter.com/i/web/status/2021095403219763571"  
[X Link](https://x.com/gainify_io/status/2021095403219763571)  2026-02-10T05:34Z 12.2K followers, [---] engagements


"40 days in: S&P [---] +1.22% YTD but leadership is clearly split. Outperformers YTD: Semiconductors & equipment: $INTC $MU $TXN $ADI $AMAT $LRCX Computer hardware: $SNDK $STX Consumer defensives: $WMT $COST $PG $PEP Energy: $CAT $BA $GE $XOM $CVX Industrials: $CAT $DE Drug manufacturers: $JNJ $MRK $LLY Laggards YTD: Technology & software: $MSFT $ORCL $PLTR $CRM $INTU $NOW Healthcare services: $UNH $HUM Credit services: $V $MA $PYPL This is a rotation into value and real assets not a broad growth rally. https://twitter.com/i/web/status/2021548597993427196"  
[X Link](https://x.com/gainify_io/status/2021548597993427196)  2026-02-11T11:35Z 12.2K followers, [----] engagements


"Head-to-Head: Microsoft vs. Apple For most of the last decade Microsoft traded at a major premium. That has flipped. Forward P/E (NTM) today: ➡ $MSFT at 23.0x ➡ $AAPL at 32.0x A 30% valuation gap with Microsoft at a rare discount to Apple"  
[X Link](https://x.com/gainify_io/status/2021898346470756753)  2026-02-12T10:45Z 12.2K followers, [---] engagements


"One thing is clear: VALUE STOCKS are working in this environment. Top [--] highest dividend yield stocks ($100B+ market cap) from [--] 1: 🔟 Progressive $PGR +3.7% [--] Chevron $CVX +3.8% [--] AT&T $T +3.9% [--] Comcast $CMCSA +4.1% [--] Blackstone $BX +4.1% [--] Bristol-Myers Squibb $BMY +4.2% [--] United Parcel Service $UPS +5.5% [--] Verizon $VZ +5.7% [--] Pfizer $PFE +6.4% [--] Altria $MO +6.6% Which one are you watching https://twitter.com/i/web/status/2021947471409107243 https://twitter.com/i/web/status/2021947471409107243"  
[X Link](https://x.com/gainify_io/status/2021947471409107243)  2026-02-12T14:00Z 12.2K followers, [----] engagements


"Pfizer $PFE just fully exited BioNTech $BNTX in Q4 [----]. This used to be the #1 position in its portfolio. 100% stake sold $167M exited -37.4ppt portfolio impact From flagship pandemic partner to zero allocation"  
[X Link](https://x.com/gainify_io/status/2022294741191110934)  2026-02-13T13:00Z 12.2K followers, [----] engagements


"Mohnish Pabrai one of the best long-term value investors just showed his Q4 [--] trades. Still all oil & gas drilling + steel. Big moves: $RIG +$10.1M add $AMR +$1.9M add $NE fully sold $7.1M $VAL cut 57% Ultra-concentrated. Cyclical. Classic Pabrai. Interesting fact: after Pabrai trimmed it $VAL rallied +71% YTD. https://twitter.com/i/web/status/2022340047274492232 https://twitter.com/i/web/status/2022340047274492232"  
[X Link](https://x.com/gainify_io/status/2022340047274492232)  2026-02-13T16:00Z 12.2K followers, [----] engagements


"RT @DudeWhoInvests: Amazon $AMZN is trading under 16x EV/EBITDA which is lower than their average over the past [--] years. Is Amazon cheap"  
[X Link](https://x.com/gainify_io/status/2018546200312713334)  2026-02-03T04:44Z 12K followers, [--] engagements


"Google topped $400B in revenue in [----]. Wall Street sees $GOOGL pushing $600B by 2028E. At that scale dominance compounds fast. This picture alone speaks VOLUMES $GOOGL $GOOG https://t.co/uU93kijRr6 This picture alone speaks VOLUMES $GOOGL $GOOG https://t.co/uU93kijRr6"  
[X Link](https://x.com/gainify_io/status/2019275460220506182)  2026-02-05T05:02Z 12K followers, [----] engagements


"Sundar Pichai just dropped a number for the history books: Our [----] CapEx investments are anticipated to be in the range of $175$185 BILLION. This level of CapEx is literally unprecedented. Thats a 2x jump in one year. Surely none can match this"  
[X Link](https://x.com/gainify_io/status/2019370722141893105)  2026-02-05T11:21Z 12K followers, 37.1K engagements


"RT @DudeWhoInvests: Sir Amazon $AMZN just guided for $200 BILLION in CapEx"  
[X Link](https://x.com/anyuser/status/2019633220325703789)  2026-02-06T04:44Z 12K followers, [--] engagements


"RT @HeroDividend: I use @gainify_io to do my stock market research Join me and 17000+ users Join today: http://www.gainify.io http://www.gainify.io"  
[X Link](https://x.com/gainify_io/status/2019633349959225527)  2026-02-06T04:44Z 12K followers, [--] engagements


"2/ No major exits this quarter by Ark Investment but two stand out: - $ACCD (Accolade): $31.2M sold - Komatsu: $10.5M sold A strategic move to free up capital for higher-conviction opportunities"  
[X Link](https://x.com/gainify_io/status/1920702494490939535)  2025-05-09T04:48Z 12.1K followers, [--] engagements


"Top [--] stocks ($70B+) with the highest RSI levels and #1 might surprise you 👀 🔟 Oracle $ORCL [----] [--] Broadcom $AVGO [----] [--] Royal Caribbean $RCL [----] [--] Johnson Controls $JCI [----] [--] Emerson Electric $EMR [----] [--] Robinhood $HOOD [----] [--] Roblox $RBLX [----] [--] Amphenol $APH [----] [--] MicroStrategy $STRF [----] [--] GE Vernova $GEV [----] RSI [--] is typically considered overbought. Which ones running too hot 🔥 https://twitter.com/i/web/status/1950157868302274623 https://twitter.com/i/web/status/1950157868302274623"  
[X Link](https://x.com/gainify_io/status/1950157868302274623)  2025-07-29T11:34Z 12.1K followers, [----] engagements


"🚨 MASSIVE MOVE: Top investors just poured $849M into Barnes Group ($B) in Q2 the biggest buy from our carefully curated top institutional investor list. What do you think theyre betting on"  
[X Link](https://x.com/gainify_io/status/1955225269523898420)  2025-08-12T11:10Z 12.2K followers, [----] engagements


"INTERESTING FACT: For a decade $GOOGL has quietly beaten $AAPL in revenue growth EVERY SINGLE YEAR And forecasts show it will continue for AT LEAST [--] MORE. Yet Apple trades at 30x earnings while Google sits at 20x. Is this premium misplaced"  
[X Link](https://x.com/gainify_io/status/1958877254257111221)  2025-08-22T13:01Z 12.2K followers, 13.9K engagements


"Whos stacking the most #Bitcoin (excl. $MSTR) Here are the Top [--] Stocks ranked by BTC holdings: 🔟 $TSLA [-----] BTC [--] $COIN [-----] BTC [--] $CLSK [-----] BTC [--] $GLXY [-----] BTC [--] $DJT [-----] BTC [--] $RIOT [-----] BTC [--] $BLSH [-----] BTC [--] $CEPO [-----] BTC [--] $XXI [-----] BTC [--] $MARA [-----] BTC Which stock is the weirdest Bitcoin HOLDer here"  
[X Link](https://x.com/gainify_io/status/1974067068832985134)  2025-10-03T11:00Z 12.2K followers, [----] engagements


"Top [--] CASH-RICH companies (Q3 2025) are holding a combined $1.15 TRILLION in cash & short-term investments. [--]. $BRK.A (Berkshire) ➝ $344.09B [--]. $TM (Toyota) ➝ $110.69B [--]. $GOOGL (Alphabet) ➝ $95.15B [--]. $MSFT (Microsoft) ➝ $94.57B [--]. $AMZN (Amazon) ➝ $93.18B [--]. $TSM (TSMC) ➝ $90.02B [--]. $BABA (Alibaba) ➝ $58.13B [--]. $NVDA (NVIDIA) ➝ $56.79B [--]. $AAPL (Apple) ➝ $55.37B [--]. $PDD (PDD) ➝ $54.04B [--]. $META (Meta) ➝ $47.07B [--]. $TSLA (Tesla) ➝ $36.78B"  
[X Link](https://x.com/gainify_io/status/1975512703557911025)  2025-10-07T10:45Z 12.1K followers, 54.3K engagements


"Top [--] stocks by revenue (last year 2025e) [--] $WMT 681B 702B [--] $AMZN 638B 708B [--] $UNH 400B 448B [--] $AAPL 396B 422B [--] $BRK.A 371B 360B [--] $CVS 371B 394B [--] $GOOGL 350B 395B [--] $MCK 345B 398B [--] $XOM 341B 324B 🔟 $COR 303B 326B Highlights: $AMZN on track to take #1 $UNH holding firm at #3 $GOOGL rising from #7 to #4 $COR makes the list https://twitter.com/i/web/status/1976256694553354373 https://twitter.com/i/web/status/1976256694553354373"  
[X Link](https://x.com/gainify_io/status/1976256694553354373)  2025-10-09T12:01Z 12.1K followers, [----] engagements


"4/ In Q325 Bridgewater Associates sharply increased several existing positions: 1) $IVV +$1.12B added (IVV = iShares S&P [---] ETF a broad bet on the entire U.S. large-cap market) 2) $LRCX +$193.3M added 3) $ADBE +$191.3M added 4) $MA +$138.0M added 5) $WDAY +$136.8M added 6) $SE +$125.6M added Clear message from Bridgewater Associates: doubling down on U.S. equities semis software and quality growth"  
[X Link](https://x.com/gainify_io/status/1989288599880085519)  2025-11-14T11:05Z 12.1K followers, [---] engagements


"5/ In Q325 Bridgewater Associates unloaded over $5B in positions. A major reset across big tech and emerging markets. Top [--] cuts: 1) $IEMG $999M sold (-93%) 2) $NVDA $822.6M sold (-65%) 3) $GOOGL $617.2M sold (-53%) 4) $MSFT $315.2M sold (-36%) 5) $META $290.4M sold (-48%) A clear rotation: out of EM out of Big Tech. https://twitter.com/i/web/status/1989288604770652557 https://twitter.com/i/web/status/1989288604770652557"  
[X Link](https://x.com/gainify_io/status/1989288604770652557)  2025-11-14T11:05Z 12.1K followers, [----] engagements


"Summary of Bridgewater Associates Q325 moves: Added big to $IVV: over $1.1B into the S&P [---]. Exited $GLD: full $352M gold position gone. Slashed $IEMG: nearly $1B of EM exposure cut. Major reductions in Big Tech: $NVDA $GOOGL $MSFT $META over $2B sold combined. New buys across in value names. Clear message from Bridgewater Associates: out of gold out of EM trimming Big Tech and leaning hard into U.S. value equities. https://twitter.com/i/web/status/1989288609548009557 https://twitter.com/i/web/status/1989288609548009557"  
[X Link](https://x.com/gainify_io/status/1989288609548009557)  2025-11-14T11:05Z 12.1K followers, [----] engagements


"Days like yesterday remind you exactly what HIGH-BETA stocks do Here are the Top [--] Highest-Beta Mid-Caps ranked from [--] [--] and how they reacted yesterday. [--] $U [---] -7.2% [--] $ZG [---] -1.9% [--] $RKLB [---] -9.5% [--] $IONQ [---] -10.6% [--] $CRDO [---] -10.9% [--] $ASTS [---] -4.7% [--] $BE [---] -18.3% [--] $AFRM [---] -7.3% [--] $IREN [---] -12.7% When the market moves high-beta mid-caps multiply it. https://twitter.com/i/web/status/1989298532528877938 https://twitter.com/i/web/status/1989298532528877938"  
[X Link](https://x.com/gainify_io/status/1989298532528877938)  2025-11-14T11:45Z 12.1K followers, [----] engagements


"VALUATION ALERT: Adobe $ADBE now trades at 14.0x NTM P/E the lowest forward valuation on record"  
[X Link](https://x.com/gainify_io/status/2011030555614187876)  2026-01-13T11:00Z 12.1K followers, [----] engagements


"2/ Big Exposure to China Nearly 1/3 of the portfolio remains in Chinese stocks with [--] of the top [--] positions in $BABA (Alibaba) and $PDD (Pinduoduo). Over Q4 the biggest China buys were: 📈 $BABA (+18.4% shares) - $174M 📈 $JD (+43.3% shares) - $122M"  
[X Link](https://x.com/gainify_io/status/1889191405701968062)  2025-02-11T05:55Z 12.2K followers, [---] engagements


"3/ Biggest Addition & Notable New Buys 📈 The largest increase in Q4 was $VST (Vistra) with a +112.5% jump adding $198M. Meanwhile two new significant buys: 🔥 $LRCX (Lam Research) - $94.8M 🔥 $GLW (Corning) - $71M"  
[X Link](https://x.com/gainify_io/status/1889191409623704017)  2025-02-11T05:55Z 12.2K followers, [---] engagements


"1/ 📉 ARKs stock holdings fell to $10B in Q1 [----]. Now at a 3-year low. Whether driven by portfolio performance or a more defensive strategy ARK is holding less equity exposure as uncertainty in the market continues"  
[X Link](https://x.com/gainify_io/status/1920702490997109200)  2025-05-09T04:48Z 12.2K followers, [--] engagements


"CAPEX ALERT: top [--] Expected CapEx Spenders of [----] Four companies alone will spend over $100B each on CapEx in [----]. [--]. $T $23B [--]. $WMT $24B [--]. $CRWV $25B [--]. $XOM $28B [--]. $NEE $28B [--]. $ORCL $66B [--]. $META $108B [--]. $MSFT $110B [--]. $GOOGL $117B [--]. $AMZN $137B Who benefits most from this cycle https://twitter.com/i/web/status/2000525024080396391 https://twitter.com/i/web/status/2000525024080396391"  
[X Link](https://x.com/gainify_io/status/2000525024080396391)  2025-12-15T11:15Z 12.2K followers, [----] engagements


"US OIL STOCKS RIP IN THE PRE-MARKET ON VENEZUELA NEWS: $VLO Valero: +8.3% $CVX Chevron: +7.7% $COP ConocoPhillips: +7.2% $MPC Marathon: +5.7% $PSX Phillips 66: +5.0% $XOM Exxon Mobil: +3.9% $VG Venture Global: +3.1% $OXY Occidental: +1.9% Downstream + integrated names move first. Are you in on this trade https://twitter.com/i/web/status/2008123846985949340 https://twitter.com/i/web/status/2008123846985949340"  
[X Link](https://x.com/gainify_io/status/2008123846985949340)  2026-01-05T10:30Z 12.2K followers, [---] engagements


"Automakers getting smoked on new U.S. tariff fears despite already being deeply unloved with forward P/Es in the low single digits 😬 Some of the most exposed: Kia Hyundai $VOW3 $GM $STLAM $MBG $BMW $F $RACE Porsche"  
[X Link](https://x.com/gainify_io/status/1905259057889374273)  2025-03-27T14:02Z 12.2K followers, [---] engagements


"Earnings spotlight shifts to China this week 🔥 Packed schedule for tech : $BABA $JD $NTES $BIDU Quieter in the U.S. : $WMT $AMAT $TTWO $CSCO Internation heavyweights also stepping up: $NU $MUV2 $ALV $DTE $SIE Plenty of catalysts ahead. Stay sharp"  
[X Link](https://x.com/gainify_io/status/1921642966743171464)  2025-05-11T19:06Z 12.2K followers, [----] engagements


"Oaktree Capitals Q2 [----] 13F is out and Howard Marks one of the worlds most respected value investors is making BOLD DEFENSIVE PLAYS. 📉 +200% $SPY Puts $630M 🏠 +100% $XHB Puts $68M 📊 +100% $IWM Puts $52M The credit-market legend is bracing for turbulence hedging big against the S&P [---] homebuilders and small caps. Do you see what hes preparing for https://twitter.com/i/web/status/1955907501209129131 https://twitter.com/i/web/status/1955907501209129131"  
[X Link](https://x.com/gainify_io/status/1955907501209129131)  2025-08-14T08:21Z 12.2K followers, [----] engagements


"Wall Stree analysts see the BIGGEST DOWNSIDE in these mid-cap stocks ($1020B): 🔟 $ALAB - Astera Labs (-10.4%) [--] $U - Unity Software (-10.4%) [--] $CRDO - Credo Tech (-10.5%) [--] $MEDP - Medpace (-10.7%) [--] $TEM - Tempus AI (-10.8%) [--] $SOFI - SoFi Tech (-15.0%) [--] $BE - Bloom Energy (-19.3%) [--] $UI - Ubiquiti (-26.8%) [--] $JOBY - Joby Aviation (-39.1%) [--] $GME - GameStop (-39.4%) Do you agree with any of these downside calls https://twitter.com/i/web/status/1958125223896666170 https://twitter.com/i/web/status/1958125223896666170"  
[X Link](https://x.com/gainify_io/status/1958125223896666170)  2025-08-20T11:13Z 12.2K followers, [----] engagements


"Howard Marks co-founder of Oaktree Capital is one of the most respected investors of our time. His latest memo The Calculus of Value dives deep into HOW WE SHOULD THINK ABOUT THE MARKET PRICING TODAY. Here are [--] key takeaways👇"  
[X Link](https://x.com/gainify_io/status/1959613930818470218)  2025-08-24T13:49Z 12.2K followers, [----] engagements

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