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# ![@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 XX% rally. Meanwhile, $AMD's management expects a deal with OpenAI to bring in $XXX billion in chip sales over the next few years. Additionally, the S&P XXX has reached a record high market concentration, with the top XX companies making up XXXX% of the market cap.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +1.80%
- X Months XXXXXXXXX -X%
- X Year XXXXXXXXX +3,865,997%

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

- X Week XX -XX%
- X Month XXX +12%
- X Months XXX -XX%
- X Year XXXXX +58,467%

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

- X Week XXXXXX +0.84%
- X Month XXXXXX +5.20%
- X Months XXXXXX +84%
- X Year XXXXXX +164,029%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4663 [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #301, [stocks](/topic/stocks) #2588, [$adbe](/topic/$adbe) #81, [$crm](/topic/$crm) #55, [$amd](/topic/$amd) #43, [$aapl](/topic/$aapl) #193, [$amzn](/topic/$amzn) #226, [$googl](/topic/$googl) 5.88%, [$mstr](/topic/$mstr) #117, [$unh](/topic/$unh) #10

**Top accounts mentioned or mentioned by**
[@william_r2rclub](/creator/undefined) [@bourboncap](/creator/undefined) [@ricardo_celini](/creator/undefined) [@faith456789888](/creator/undefined) [@stefangryff](/creator/undefined) [@dzbqjaronaroysj](/creator/undefined) [@stockstormx](/creator/undefined) [@sdevpreneur](/creator/undefined) [@joshvir001](/creator/undefined) [@lilhat18](/creator/undefined) [@teechongyen](/creator/undefined) [@kkshitco](/creator/undefined) [@not_law12](/creator/undefined) [@swingthetrend](/creator/undefined) [@israelkafka](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cream (CRM)](/topic/$crm) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [UnitedHealth Group (UNH)](/topic/$unh) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Micron Technology, Inc. (MU)](/topic/$mu) [Exxon Mobil (XOM)](/topic/$xom) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Salesforce Inc (CRM)](/topic/salesforce) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Fiserv Inc (FISV)](/topic/$fisv) [Aditus (ADI)](/topic/$adi) [AbbVie Inc (ABBV)](/topic/$abbv) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Sea Limited (SE)](/topic/$se) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Target Corporation (TGT)](/topic/$tgt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Palantir (PLTR)](/topic/$pltr) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Trade Desk, Inc. (TTD)](/topic/$ttd) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Texas Instruments (TXN)](/topic/$txn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [UiPath, Inc. (PATH)](/topic/$path) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Brookfield Corporation (BN)](/topic/$bn) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Hertz Network (HTZ)](/topic/$htz) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Zoetis Inc (ZTS)](/topic/$zts) [Diageo plc (DEO)](/topic/$deo) [Analog Devices, Inc. (ADI)](/topic/analog-devices)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ADBE: XX QUARTERS of consistency Revenue growth stable. ARR climbing. Margins near record highs. FCF strong. Share count shrinking. And the kicker: valuation sitting at historic lows while the fundamentals remain intact. Charts powered by Gainify:"  
[X Link](https://x.com/gainify_io/status/1995150821840109945)  2025-11-30T15:19Z 11.5K followers, 1644 engagements


"We ranked the SEMICONDUCTORS by PEG. Here are the results👇 XX. $AMAT ➜ 3.20x XX. $ARM ➜ 3.08x XX. $QCOM ➜ 2.86x XX. $KLAC ➜ 2.84x X. $TXN ➜ 2.59x X. $ASML ➜ 2.09x X. $AVGO ➜ 1.78x X. $LRCX ➜ 1.72x X. $ADI ➜ 1.63x X. $AMD ➜ 1.30x X. $NVDA ➜ 1.01x X. $TSM ➜ 0.97x X. $MU ➜ 0.37x Which one would you own here"  
[X Link](https://x.com/gainify_io/status/1995164695993491827)  2025-11-30T16:15Z 11.5K followers, 15.5K engagements


"These are the TOP XX Free Cash Flow Generators (2026E). And for the first time ever the No.1 spot is taken by 🔟 $META $25.42B X $V $25.83B X $ABBV $25.94B X $XOM $33.67B X $AMZN $45.27B X $AVGO $45.75B X $MSFT $70.61B X $GOOGL $71.34B X $AAPL $142.90B X $NVDA $156.22B Any surprises"  
[X Link](https://x.com/gainify_io/status/1996904925687615693)  2025-12-05T11:30Z 11.5K followers, 50.7K engagements


"$PATH (UiPath) keeps growing ARR. But its net retention rate collapsed from XXX% to XXX% over XX quarters. Is this whats blocking a real RE-RATING for a LEADER IN AGENTIC AUTOMATION"  
[X Link](https://x.com/gainify_io/status/1997705185599148138)  2025-12-07T16:30Z 11.5K followers, 2482 engagements


"$ADBE trades at its LOWEST P/E MULTIPLE EVER and at a XX% DISCOUNT to the S&P XXX. The market is treating Adobe like a terminally declining business. Lets stress-test that narrative with X charts that matter👇"  
[X Link](https://x.com/gainify_io/status/1995150797957710225)  2025-11-30T15:19Z 11.5K followers, 20.6K engagements


"Kalshi odds may show over XX percent for a XX bps cut but XX percent of our followers still see XX bps on the table"  
[X Link](https://x.com/gainify_io/status/1998352828809499079)  2025-12-09T11:23Z 11.5K followers, 1367 engagements


"Pershing Squares Q325 was ULTRA QUIET. Bill Ackman made one real move a $108.7M trim in $GOOGL everything else untouched. All XX holdings ranked by size: X. $UBER $2.97B X. $BN $2.81B X. $HHH $1.55B X. $GOOG $1.54B X. $QSR $1.47B X. $AMZN $1.28B X. $GOOGL $1.18B X. $CMG $844M X. $HLT $786M XX. $SE $115M XX. $HTZ $104M"  
[X Link](https://x.com/gainify_io/status/1989702460982595877)  2025-11-15T14:30Z 11.5K followers, 8053 engagements


"Chart 1: $ADBE Revenue growth Although it slowed from 2025% revenue growth has held a steady XXX% for the last XX QUARTERS and is expected to stay in that range. Not broken"  
[X Link](https://x.com/gainify_io/status/1995150802097508584)  2025-11-30T15:19Z 11.5K followers, 1436 engagements


"Chart 5: $ADBE Share count Diluted shares have steadily declined over the last XX QUARTERS falling from about 455M to roughly 424M with expectations for continued reductions. Buybacks remain active and disciplined. Not broken"  
[X Link](https://x.com/gainify_io/status/1995150818589442484)  2025-11-30T15:19Z 11.5K followers, 1906 engagements


"HEAD-TO-HEAD $CRM vs $ADBE Both Salesforce and Adobe are now sitting at their lowest forward P/E valuations ever: $CRM 21.5x $ADBE 17.4x Two giants. Two compressed multiples. One decision. Which one are you buying"  
[X Link](https://x.com/gainify_io/status/1994383307451064545)  2025-11-28T12:30Z 11.5K followers, 2992 engagements


"Which side are you on: Team $NVDA or Team $AMD For context $NVDA trades at 24.9x 2026E P/E while $AMD sits at 34.3x"  
[X Link](https://x.com/gainify_io/status/1998365781071983089)  2025-12-09T12:15Z 11.5K followers, 1429 engagements


"Here are the WORST PERFOMERS ($40B+) YTD ranked #10 #1. Which one makes the biggest comeback in 2026 🔟 $ZTS XXXXX% X $CMCSA XXXXX% X $PYPL XXXXX% X $DEO XXXXX% X $TGT XXXXX% X $TEAM XXXXX% X $UNH XXXXX% X $MSTR XXXXX% X $CMG XXXXX% X $NVO 46.56%"  
[X Link](https://x.com/gainify_io/status/1998380890775322937)  2025-12-09T13:15Z 11.5K followers, 1647 engagements


"LOWEST PEG Ratios in Semiconductors Guess which stock sits at just 0.31x PEG - almost X lower than $AMD and $NVDA 🔟 $MPWR Monolithic Power Systems 1.94x X $ADI Analog Devices 1.84x X $ON ON Semiconductor 1.76x X $NXPI NXP Semiconductors 1.68x X $LRCX Lam Research 1.55x X $MCHP Microchip Technology 1.51x X $AMD Advanced Micro Devices 1.44x X $NVDA NVIDIA 1.42x X $MRVL Marvell Technology 0.78x X $MU Micron Technology 0.31x Why is $MU so underappreciated"  
[X Link](https://x.com/gainify_io/status/1955594438765392313)  2025-08-13T11:37Z 11.5K followers, 7186 engagements


"Top XX stocks by revenue (last year 2025e) X $WMT 681B 702B X $AMZN 638B 708B X $UNH 400B 448B X $AAPL 396B 422B X $BRK.A 371B 360B X $CVS 371B 394B X $GOOGL 350B 395B X $MCK 345B 398B X $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"  
[X Link](https://x.com/gainify_io/status/1976256694553354373)  2025-10-09T12:01Z 11.5K followers, 9805 engagements


"Early 13F signals are rolling in Heres what top investors are buying big so far with many funds still yet to report this week $NVDA $BSX $AVGO $CRM $WDAY $PLTR $GWW $MBLY $BAX $SNPS"  
[X Link](https://x.com/gainify_io/status/1988940014898618687)  2025-11-13T12:00Z 11.5K followers, 3660 engagements


"Mohnish Pabrais Q3 2025 moves are out The value investor inspired by Buffett & Munger made some bold bets: 🔺 New addition: $RIG (+100%) 🔺 Added +15.6% to $AMR 🔻 Cut $VAL (-43%) & $NE (-87%) 🔻 Closed position: $AN (AutoNation) What do you make of this old economy portfolio"  
[X Link](https://x.com/gainify_io/status/1988989006533574976)  2025-11-13T15:15Z 11.5K followers, 4574 engagements


"Days like yesterday remind you exactly what HIGH-BETA stocks do Here are the Top X Highest-Beta Mid-Caps ranked from X X and how they reacted yesterday. X $U XXX -XXX% X $ZG XXX -XXX% X $RKLB XXX -XXX% X $IONQ XXX -XXXX% X $CRDO XXX -XXXX% X $ASTS XXX -XXX% X $BE XXX -XXXX% X $AFRM XXX -XXX% X $IREN XXX -XXXX% When the market moves high-beta mid-caps multiply it"  
[X Link](https://x.com/gainify_io/status/1989298532528877938)  2025-11-14T11:45Z 11.5K followers, 4536 engagements


"The biggest LOSERS this week among $50B+ stocks: 10) $MRVL -XXXX% 9) $PYPL -XXXX% 8) $DELL -XXXX% 7) $BKNG -XXXX% 6) $COIN -XXXXX% 5) $MSTR -XXXXX% 4) $DDOG -XXXXX% 3) $MU -XXXXX% 2) $PDD -XXXXX% 1) $AMD -XXXXX% Any of these looking interesting at these levels"  
[X Link](https://x.com/gainify_io/status/1991816065936990589)  2025-11-21T10:28Z 11.5K followers, 3704 engagements


"DRAWDOWN ALER: the biggest drawdowns of the year all stocks down 60%+ from their 52-week highs: $HUBS -XXXXX% $LULU -XXXXX% $IT -XXXXX% $CRVW -XXXXX% $MSTR -XXXXX% $VG -XXXXX% $TTD -XXXXX% $FISV -XXXXX% $FIG -XXXXX% $CRCL -XXXXX% Which if any look oversold"  
[X Link](https://x.com/gainify_io/status/1991867200508936379)  2025-11-21T13:52Z 11.5K followers, 4324 engagements


"$BKNG trades at a XX% P/E discount to the S&P XXX. At what level does $BKNG flip from fair to must-own"  
[X Link](https://x.com/gainify_io/status/1992945063236616592)  2025-11-24T13:15Z 11.5K followers, 1340 engagements


"CASH UPDATE: Top XX largest cash position changes YTD Biggest increase: $BRK.A up $47.5B hitting an all-time high at $381.7B Other gainers: $MSFT $PDD $NVDA $TSLA Stable: $GOOGL $AAPL Biggest decrease: $META down $33.37B Other declines: $BABA $AMZN"  
[X Link](https://x.com/gainify_io/status/1993673622049710216)  2025-11-26T13:30Z 11.5K followers, 4745 engagements


"BROKEN BUSINESS SERIES. Take X $CRM trades at its lowest P/E in years and at a XX percent discount to the S&P XXX. The market is treating Salesforce like its best days are behind. Lets stress test that narrative with X charts that matter 👇"  
[X Link](https://x.com/gainify_io/status/1995508345101488440)  2025-12-01T15:00Z 11.5K followers, 5821 engagements


"Were XX months in and the leaderboard for the BEST-PERFORMING $50B+ stocks is WILD. 🔟 $APH +101.7% X $AEM +109.8% X $LRCX +113.7% X $PLTR +122.8% X $WBD +123.9% X $NEM +139.3% X $MU +175.4% X $HOOD +212.5% X $STX +212.6% X $WDC +249.8% Who finishes #1 by the end of 2025 Drop your pick 👇"  
[X Link](https://x.com/gainify_io/status/1995832843876876360)  2025-12-02T12:30Z 11.5K followers, 2791 engagements


"BROKEN BUSINESS SERIES. Take X $TTDs P/E has collapsed nearly XX% from 87x down to 22x. The market is acting as if Trade Desks long-term growth story is broken Lets stress-test that narrative with X charts that matter 👇"  
[X Link](https://x.com/gainify_io/status/1995841883839557907)  2025-12-02T13:06Z 11.5K followers, 5528 engagements


"Chart 1: $TTD Revenue Growth Although growth has slowed from XX percent to the mid-teens Trade Desk has continued to post consistent double-digit revenue gains across every quarter and is expected to remain in that range. Slowing but not broken"  
[X Link](https://x.com/gainify_io/status/1995841888470138974)  2025-12-02T13:06Z 11.5K followers, XXX engagements


"IMPRESSIVE: Quarter after quarter $CRWD keeps stacking ARR and RPO. In 3Q ARR reached $4.92B in annual subscriptions and RPO hit $7.90B in contracted future revenue"  
[X Link](https://x.com/gainify_io/status/1996098769268379979)  2025-12-03T06:06Z 11.5K followers, 3145 engagements


"$CRM booked $540M in ARR from agentic AI in Q3 jumping $100M in just three months. Does this convince you that Salesforce can actually scale meaningful AI-driven sales"  
[X Link](https://x.com/gainify_io/status/1996534996249543052)  2025-12-04T11:00Z 11.5K followers, 1334 engagements


"Wall Streets Top XX Most Liked Stocks for 2026👇 🔟 $NVDA +39.57% X $SE +42.30% X $FISV +42.61% X $FLUT +43.03% X $JD +45.33% X $AXON +51.32% X $TEAM +56.45% X $RBLX +56.68% X $ORCL +60.45% X $CRVW +67.75% If you had to pick just one for 2026 which one are you choosing"  
[X Link](https://x.com/gainify_io/status/1996553845615235139)  2025-12-04T12:15Z 11.5K followers, 2614 engagements


"Top XX Worst Performers YTD ($30B mkt cap) Who finishes the year at the very bottom XX. $CRM XXXXX% X. $XYZ XXXXX% X. $CPRT XXXXX% X. $TGT XXXXX% X. $UNH XXXXX% X. $TEAM XXXXX% X. $MSTR XXXXX% X. $CMG XXXXX% X. $NVO XXXXX% X. $FISV XXXXX% Brutal scoreboard this year"  
[X Link](https://x.com/gainify_io/status/1996232323964993963)  2025-12-03T14:57Z 11.5K followers, 5860 engagements


"Gainify just launched Sankey Charts the simplest way to see an entire P&L in one flow. Revenue Gross Profit Operating Income Net Income We ran the Magnificent X through it. See how efficiently each turns revenue into bottom-line profit. Starting with $AAPL 👇"  
[X Link](https://x.com/gainify_io/status/1996547423733489810)  2025-12-04T11:49Z 11.5K followers, 10.6K engagements


"Top XX Dividend yield stocks over $200B market cap: XX. $HD - XXXX% X. $UNH - XXXX% X. $ABBV - XXXX% X. $KO - XXXX% X. $PG - XXXX% X. $MRK - XXXX% X. $XOM - XXXX% X. $PEP - XXXX% X. $PM - XXXX% X. $CVX - XXXX% Which one are you picking at these levels"  
[X Link](https://x.com/gainify_io/status/1998016218385567968)  2025-12-08T13:06Z 11.5K followers, 3378 engagements


"Guess which stock posted the BEST NET PROFIT MARGIN among all $40B+ companies in Q3 2025. Not $NVDA. It was $APP"  
[X Link](https://x.com/gainify_io/status/1998395995416146176)  2025-12-09T14:15Z 11.5K followers, 5852 engagements