# ![@jimmyinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1899769088475271168.png) @jimmyinvest Jimmy Investor

Jimmy Investor posts on X about $adbe, ai, investment, meta the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1899769088475271168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899769088475271168/c:line/m:interactions.svg)

- [--] Week [------] -16%
- [--] Month [-------] +38%
- [--] Months [-------] +542,431%

### Mentions: [--] [#](/creator/twitter::1899769088475271168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899769088475271168/c:line/m:posts_active.svg)

- [--] Week [--] -37%
- [--] Month [---] +67%
- [--] Months [---] +14,733%

### Followers: [---] [#](/creator/twitter::1899769088475271168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899769088475271168/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +21%
- [--] Months [---] +3,128%

### CreatorRank: [---------] [#](/creator/twitter::1899769088475271168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1899769088475271168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  87.13% [technology brands](/list/technology-brands)  49.5% [countries](/list/countries)  5.94% [financial services](/list/financial-services)  4.95% [fashion brands](/list/fashion-brands)  3.96% [celebrities](/list/celebrities)  2.97% [social networks](/list/social-networks)  1.98% [exchanges](/list/exchanges)  0.99% [cryptocurrencies](/list/cryptocurrencies)  0.99%

**Social topic influence**
[$adbe](/topic/$adbe) #106, [ai](/topic/ai) 12.87%, [investment](/topic/investment) #3774, [meta](/topic/meta) 10.89%, [$meta](/topic/$meta) #363, [strong](/topic/strong) 8.91%, [the world](/topic/the-world) 8.91%, [$googl](/topic/$googl) 7.92%, [in the](/topic/in-the) 6.93%, [$amzn](/topic/$amzn) #1244

**Top accounts mentioned or mentioned by**
[@dividendtalks](/creator/undefined) [@stockmktnewz](/creator/undefined) [@kobeissiletter](/creator/undefined) [@wallstengine](/creator/undefined) [@mrderivatives](/creator/undefined) [@bourboncap](/creator/undefined) [@ftrinvestors](/creator/undefined) [@mvcinvesting](/creator/undefined) [@drdrago11](/creator/undefined) [@cannainform](/creator/undefined) [@jessecoheninv](/creator/undefined) [@geigercapital](/creator/undefined) [@polymarket](/creator/undefined) [@whaleinsider](/creator/undefined) [@unusualwhales](/creator/undefined) [@fiscalai](/creator/undefined) [@mikezaccardi](/creator/undefined) [@finvizcom](/creator/undefined) [@qualtrim](/creator/undefined) [@stocksavvyshay](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Now Coin (NOW)](/topic/$now) [MercadoLibre Inc (MELI)](/topic/$meli) [On Holding AG (ONON)](/topic/$onon) [Salesforce Inc (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [monday.com Ltd. (MNDY)](/topic/$mndy) [Alibaba Group (BABA)](/topic/$baba) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Oracle Corporation (ORCL)](/topic/$orcl) [PepsiCo, Inc. (PEP)](/topic/$pep) [Novo-Nordisk (NVO)](/topic/$nvo) [Sea Limited (SE)](/topic/$se) [Spotify Technology (SPOT)](/topic/$spot) [SPDR GOLD ETF (GLD)](/topic/$gld) [Microsoft Corp. (MSFT)](/topic/microsoft) [S&P Global Inc (SPGI)](/topic/$spgi) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Fiserv, Inc. (FI)](/topic/$fi) [Fiserv Inc (FISV)](/topic/$fisv) [Schlumberger NV (SLB)](/topic/$slb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@StockMKTNewz This saga never ends $BABA"  
[X Link](https://x.com/jimmyinvest/status/2022312373126611010)  2026-02-13T14:10Z [---] followers, [---] engagements


"JPMorgan has just upgraded $MELI to Buy with a target price of $2800 (from $2650 previously). The investment thesis is built around three main pillars: Shopee increased its take rates last week signaling a more benign competitive environment; We no longer see material downside to consensus estimates for 2026E and 2027E; and We believe MELI can sustain a strong growth pace in Brazil in 4Q25 above 30%. In addition JPMorgan notes: The competitive environment shows signs of improvement with Shopee increasing take rates last week and practically matching MELIs rates for R$80+ products. While part"  
[X Link](https://x.com/jimmyinvest/status/2021945294103904305)  2026-02-12T13:51Z [---] followers, [---] engagements


"Am I imagining things or is the market giving us another chance to buy Thermo Fisher $TMO 20x forward P/E"  
[X Link](https://x.com/jimmyinvest/status/2022021438266650950)  2026-02-12T18:54Z [---] followers, [---] engagements


"MercadoLibre $MELI is going to dominate LatAm - across multiple verticals. Starting next March Assa Atacadista - one of the largest supermarket chains in Brazil - will begin selling non-perishable products (grocery hygiene cleaning and personal care items) on MercadoLibres marketplace. In the first phase of the partnership Assa will list around [---] SKUs with a nationwide rollout planned afterward. Its also worth highlighting that MercadoLibres logistics network already delivers 52% of orders the same day or next day and 80% within two days. A clear win-win for both sides."  
[X Link](https://x.com/jimmyinvest/status/2022326369787539957)  2026-02-13T15:05Z [---] followers, [---] engagements


"@StockMKTNewz Is no one going to talk about this Fiserv addition $FISV"  
[X Link](https://x.com/jimmyinvest/status/2022646016139546676)  2026-02-14T12:16Z [---] followers, [--] engagements


"Once seen as one of the most predictable and highest-quality software businesses in the world Adobe $ADBE is now increasingly framed as a potential target of AI and LLM disruption. But is Adobe actually being disrupted - or simply misunderstood We break this down in our latest deep dive. Link in the comments. https://twitter.com/i/web/status/2010687653495054404 https://twitter.com/i/web/status/2010687653495054404"  
[X Link](https://x.com/jimmyinvest/status/2010687653495054404)  2026-01-12T12:17Z [---] followers, 22.1K engagements


"Read the full Adobe $ADBE deep-dive (+DCF model) here: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"  
[X Link](https://x.com/jimmyinvest/status/2010688210276388867)  2026-01-12T12:20Z [---] followers, [----] engagements


"@Mr_Derivatives Say it to $KSPI please 👍🏼👍🏼"  
[X Link](https://x.com/jimmyinvest/status/2010875683187360236)  2026-01-13T00:44Z [---] followers, [---] engagements


"@BourbonCap Nothing makes sense. I wrote about the Adobe $ADBE thesis in my newsletter - Id love to hear your feedback. https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"  
[X Link](https://x.com/jimmyinvest/status/2011775789625491957)  2026-01-15T12:21Z [---] followers, [---] engagements


"Read the full On Holding $ONON deep-dive (+DCF model) here: https://jimmysjournal.substack.com/p/on-holding-onon-investment-thesis https://jimmysjournal.substack.com/p/on-holding-onon-investment-thesis"  
[X Link](https://x.com/jimmyinvest/status/2014379173066821729)  2026-01-22T16:46Z [---] followers, [---] engagements


"Our Top-10 Quality Picks for [----] are live. Were positioned across the defining themes of the decade - AI energy hard assets healthcare and others. Several names are already breaking out and paid members have been ahead of the move. Schlumberger $SLB is one example: a stock overlooked for years now offering meaningful optionality tied to a recovery in Venezuela and LatAm. Up +23% YTD and +8.8% since our post. Link to the full report in the comments. https://twitter.com/i/web/status/2016123699393331395 https://twitter.com/i/web/status/2016123699393331395"  
[X Link](https://x.com/jimmyinvest/status/2016123699393331395)  2026-01-27T12:18Z [---] followers, [---] engagements


"Meta Platforms $META has just reported Q4 [----] results delivering a clear double beat. Net revenue came in at $59.9bn (vs. $58.4bn consensus) and EPS reached $8.88 (vs. $8.19 expected). Looking ahead to Q1 revenue guidance stands at $55bn (vs. $51bn expected) with capex also coming in higher at $125bn (vs. $111bn estimated). Shares are up +5% in after-hours trading moving back toward the $700/share level. https://twitter.com/i/web/status/2016624559793791255 https://twitter.com/i/web/status/2016624559793791255"  
[X Link](https://x.com/jimmyinvest/status/2016624559793791255)  2026-01-28T21:28Z [---] followers, [----] engagements


"In a market that is becoming increasingly skeptical about AI how will Oracle $ORCL manage to sustain several years of negative free cash flow - on top of rising debt and shareholder dilution"  
[X Link](https://x.com/jimmyinvest/status/2018420090538971312)  2026-02-02T20:23Z [---] followers, [----] engagements


"How can you say that a company doesnt have and/or has lost its pricing power based on just one piece of news: WSJ: PepsiCo $PEP plans to cut prices by up to 15% on snacks like Lays and Cheetos due to consumer complaints about high costs"  
[X Link](https://x.com/jimmyinvest/status/2018654253422932057)  2026-02-03T11:54Z [---] followers, [---] engagements


"Constellation Software $CSU.TO $CSU one of the greatest capital allocators in history is down -8.2% today with a -52.6% drawdown from its all-time high. By far the largest drawdown in the companys history. A lot is starting to look cheap in the SaaS space"  
[X Link](https://x.com/jimmyinvest/status/2018706100497818099)  2026-02-03T15:20Z [---] followers, [---] engagements


"Novo Nordisk $NVO just cut its [----] outlook. After delivering 10% sales growth in [----] (constant FX) the company now guides [----] adjusted sales growth of -5% to -13% versus Street expectations of -1.6%. Management said the outlook assumes continued international growth but a decline in the US driven by: lower realized prices linked to a most-favored-nation agreement; and partial loss of exclusivity for semaglutide in some markets partly offset by the continued rollout of Wegovy. https://twitter.com/i/web/status/2018730301543916030 https://twitter.com/i/web/status/2018730301543916030"  
[X Link](https://x.com/jimmyinvest/status/2018730301543916030)  2026-02-03T16:56Z [---] followers, [----] engagements


"I tend to agree but selectivity still important Adobe $ADBE looks like a very compelling opportunity trading at 11x forward P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Ive published a full deep dive in my newsletter in case anyone would like to read it: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"  
[X Link](https://x.com/jimmyinvest/status/2018733187455762700)  2026-02-03T17:07Z [---] followers, [----] engagements


"The market continues its relentless sell-off of the SaaS model and no company in the sector is immune. Adobe $ADBE looks like a very compelling opportunity trading at 11x fwd P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Check out our full investment thesis in the comments. https://twitter.com/i/web/status/2018749991737504092 https://twitter.com/i/web/status/2018749991737504092"  
[X Link](https://x.com/jimmyinvest/status/2018749991737504092)  2026-02-03T18:14Z [---] followers, [----] engagements


"Heres the link to our full deep dive (+ DCF model): https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"  
[X Link](https://x.com/jimmyinvest/status/2018750549919682869)  2026-02-03T18:16Z [---] followers, [---] engagements


"What a masterclass from Alphabet $GOOGL in Q4 [----]. A clear double beat with net revenue of $113.8B (vs. $111.5B BBG consensus) and EPS of $2.82 (vs. $2.64). The main highlights were Cloud revenue up +48% y/y and the upward revision to CAPEX guidance to $180B (vs. $120B previously expected). https://twitter.com/i/web/status/2019166469959897586 https://twitter.com/i/web/status/2019166469959897586"  
[X Link](https://x.com/jimmyinvest/status/2019166469959897586)  2026-02-04T21:49Z [---] followers, [---] engagements


"@DividendTalks Upside for Broadcom $AVGO just increased after yesterdays capex update from $GOOGL 😂"  
[X Link](https://x.com/jimmyinvest/status/2019370142791328013)  2026-02-05T11:18Z [---] followers, [----] engagements


"@JesseCohenInv The difference is that the DeepSeek sell-off was fully reversed the very next day. The Anthropic-driven sell-off so far shows no real signs of fading. Ive just written about this in my newsletter - in case anyone wants to take a look: https://jimmysjournal.substack.com/p/saas-is-dead-nobody-is-immune https://jimmysjournal.substack.com/p/saas-is-dead-nobody-is-immune"  
[X Link](https://x.com/jimmyinvest/status/2019392392701571105)  2026-02-05T12:47Z [---] followers, [----] engagements


"Every now and then I go back and watch this Anthropic commercial. Man what a marketing masterclass. It reminds me of the 90s when Pepsi $PEP and Coca-Cola $KO used to take shots at each other in their commercials. Marketing IS BACK https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"  
[X Link](https://x.com/jimmyinvest/status/2019393951405600776)  2026-02-05T12:53Z [---] followers, [---] engagements


"@Geiger_Capital Michael Burry is basically carrying it on his own liquidity is very thin"  
[X Link](https://x.com/jimmyinvest/status/2019453192560353312)  2026-02-05T16:48Z [---] followers, [----] engagements


"@wallstengine And its worth noting that stocks rallying after earnings has become a rarity over the past few months. $RDDT"  
[X Link](https://x.com/jimmyinvest/status/2019728189334118620)  2026-02-06T11:01Z [---] followers, [---] engagements


"@KobeissiLetter Everyones positioning is very stretched. The Nasdaq has become a consensus trade. Any meaningful reallocation ends up moving the needle"  
[X Link](https://x.com/jimmyinvest/status/2019780014598746224)  2026-02-06T14:27Z [---] followers, [--] engagements


"@Polymarket A product originally designed for low-credit borrowers is now being used to buy homes. Thats insane"  
[X Link](https://x.com/jimmyinvest/status/2019780970891669867)  2026-02-06T14:31Z [---] followers, [----] engagements


"@KobeissiLetter Is there finally light at the end of the tunnel $ADBE $NOW $DUOL $CRM"  
[X Link](https://x.com/jimmyinvest/status/2019801184559681920)  2026-02-06T15:51Z [---] followers, [---] engagements


"@ftr_investors Everyone is being thrown into the same basket A great opportunity for those who still have dry powder $MELI $SE"  
[X Link](https://x.com/jimmyinvest/status/2019801440735088875)  2026-02-06T15:52Z [---] followers, [----] engagements


"$GOOGL $META $AMZN and $SPOT are dominating attention across both genders. Seeing Discord ranked 7th among men is a good reminder that I really need to create a Discord for Jimmys Journal. 🤯"  
[X Link](https://x.com/jimmyinvest/status/2019805941500350933)  2026-02-06T16:10Z [---] followers, [---] engagements


"@WhaleInsider Back to the game. $GLD"  
[X Link](https://x.com/jimmyinvest/status/2019807382810009692)  2026-02-06T16:16Z [---] followers, [--] engagements


"@unusual_whales Levels not seen since yesterday 😂 Btw ouch $AMZN"  
[X Link](https://x.com/jimmyinvest/status/2019807545297441265)  2026-02-06T16:16Z [---] followers, [---] engagements


"@Mr_Derivatives The holders have thrown in the towel maybe this is the moment to do something crazy $PYPL"  
[X Link](https://x.com/jimmyinvest/status/2019809115879706900)  2026-02-06T16:23Z [---] followers, [---] engagements


"NVIDIA $NVDA CEO Jensen Huang just said that no one uses AI better than Mark Zuckerberg and Meta. Bullish $META"  
[X Link](https://x.com/jimmyinvest/status/2019863371877872067)  2026-02-06T19:58Z [---] followers, [---] engagements


"Jeff Bezos is a visionary. He transformed a small online bookstore into one of the worlds most powerful companies. $AMZN Cloud was for all practical purposes almost invented by him. Today the segment runs at an annualized revenue of $142bn. A $200bn CAPEX plan may look scary at first glance but we shouldnt underestimate the power of having a management team truly aligned with the companys long-term vision - and how often they end up surprising to the upside. I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole."  
[X Link](https://x.com/jimmyinvest/status/2020216464775725257)  2026-02-07T19:21Z [---] followers, [----] engagements


"@mvcinvesting Will I get laughed at if I say Im excited about $CROX 😅"  
[X Link](https://x.com/jimmyinvest/status/2020478410204557342)  2026-02-08T12:42Z [---] followers, [----] engagements


"The software sector $IGV is now trading at its lowest P/E multiple since [----] at 20x earnings. The valuation premium versus the S&P [---] Equal Weight index has compressed to just 19% - one of the smallest relative premiums in more than a decade. $NOW $ADBE $CRM $DUOL $MNDY $SAP https://twitter.com/i/web/status/2020626646689013854 https://twitter.com/i/web/status/2020626646689013854"  
[X Link](https://x.com/jimmyinvest/status/2020626646689013854)  2026-02-08T22:31Z [---] followers, [---] engagements


"@DividendTalks $ADBE $META and $AVGO. Staying FAR away from $ORCL"  
[X Link](https://x.com/jimmyinvest/status/2020831189494530329)  2026-02-09T12:04Z [---] followers, [---] engagements


"This is unbelievable. One of them is wrong: Either Microsoft $MSFT is very cheap or IBM $IBM is very expensive. Which side are you on Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"  
[X Link](https://x.com/jimmyinvest/status/2020842483970654716)  2026-02-09T12:49Z [---] followers, [---] engagements


"Samsung has already secured approval from $NVDA to supply HBM4 for the Rubin platform and is expected to begin production as early as this month. Samsungs HBM4 chips are reportedly capable of data transfer speeds of up to [----] Gbps exceeding current industry standards and delivering around +22% higher performance compared with the previous-generation HBM3E chips. Micron $MU on the other hand is only set to ramp HBM4 in mid-2026 - raising new concerns about losing early market share in the most profitable segment of the memory market. https://twitter.com/i/web/status/2020855936915579382"  
[X Link](https://x.com/jimmyinvest/status/2020855936915579382)  2026-02-09T13:42Z [---] followers, [---] engagements


"In the words of the CFO of $MNDY which has just withdrawn its own [----] guidance: We will no longer discuss the targets we presented at the investor day for [----] which included a revenue forecast of $1.8 billion due to the nature of the changes in the software market and the development of AI. We will reexamine the long-term targets when there is more certainty. Not coincidentally $MNDY currently sits in the bottom-left quadrant of our disruption matrix - characterized by low workflow integration and high exposure to AI-driven product commoditization risk. The companys shares are down 75% over"  
[X Link](https://x.com/jimmyinvest/status/2020946629990469656)  2026-02-09T19:43Z [---] followers, [---] engagements


"@fiscal_ai Massive risk of AI-driven disruption with very little workflow integration in an extremely simple product. $MNDY"  
[X Link](https://x.com/jimmyinvest/status/2020947006911545781)  2026-02-09T19:44Z [---] followers, [---] engagements


"@wallstengine Stories spin-off Only Mark Zuckerberg has enough distribution to realistically revive this kind of app. $META"  
[X Link](https://x.com/jimmyinvest/status/2020948916985004153)  2026-02-09T19:52Z [---] followers, [---] engagements


"@MikeZaccardi @finviz_com $UBER 17x is insane"  
[X Link](https://x.com/jimmyinvest/status/2021177840390058431)  2026-02-10T11:02Z [---] followers, [--] engagements


"TSMC $TSM just reported exceptionally strong January sales up +37% y/y to NT$401.3 billion (US$12.7bn) - already well above the companys own +30% full-year revenue growth guidance. The most important company in the world"  
[X Link](https://x.com/jimmyinvest/status/2021179254319321139)  2026-02-10T11:07Z [---] followers, [---] engagements


"JPMorgan strategists say the software selloff is overdone and driven by exaggerated near-term AI disruption fears. It recommends rotating back into high-quality AI-resilient names such as Microsoft $MSFT and CrowdStrike $CRWD - citing strong fundamentals and high switching costs. https://twitter.com/i/web/status/2021232388034949210 https://twitter.com/i/web/status/2021232388034949210"  
[X Link](https://x.com/jimmyinvest/status/2021232388034949210)  2026-02-10T14:38Z [---] followers, [---] engagements


"@DrDrago11 JP Morgan recently published report"  
[X Link](https://x.com/jimmyinvest/status/2021237222138167430)  2026-02-10T14:58Z [---] followers, [--] engagements


"@qualtrim Very cheap. $ADBE"  
[X Link](https://x.com/jimmyinvest/status/2021237545867075905)  2026-02-10T14:59Z [---] followers, [---] engagements


"Spotify $SPOT reported strong results this morning with net revenue of 4.53bn (vs. 4.52bn expected) up +7% y/y. MAU rose +11% y/y to 751m (vs. 744.7m expected) and paid subscribers grew +10% y/y to 290m. The company attributed user growth to Latin America Europe and the rest of the world as well as improvements to its mobile free tier. My key takeaway however is the continued improvement in the Ads business - both in volume and margins. This is a revenue line with real structural upside. https://twitter.com/i/web/status/2021258112364077308 https://twitter.com/i/web/status/2021258112364077308"  
[X Link](https://x.com/jimmyinvest/status/2021258112364077308)  2026-02-10T16:21Z [---] followers, [---] engagements


"S&P Global $SPGI one of the highest-quality companies in the market is down 15% today - despite reporting a slightly better-than-expected Q4 [----] result. Net revenue came in at $3.92bn above consensus and +9% y/y. For [----] the company guided to 6%-8% revenue growth and EPS of $19.40-$19.65 below market expectations - raising fresh questions about potential AI disruption in the financial data and analytics industry. https://twitter.com/i/web/status/2021264481213419638 https://twitter.com/i/web/status/2021264481213419638"  
[X Link](https://x.com/jimmyinvest/status/2021264481213419638)  2026-02-10T16:46Z [---] followers, [----] engagements


"@CannaInform A duopoly. High gross margins and has been growing at +10% year over year for a long time"  
[X Link](https://x.com/jimmyinvest/status/2021320042466443510)  2026-02-10T20:27Z [---] followers, [---] engagements


"The US has accumulated its largest copper stockpile in more than three decades. In the short term this is likely a headwind for prices - depending on how large and persistent this inventory build turns out to be. $FCX $SCCO $COPX $COPP $HBM"  
[X Link](https://x.com/jimmyinvest/status/2021323346625921353)  2026-02-10T20:40Z [---] followers, [---] engagements


"Robinhood $HOOD reported solid Q4 [----] results. The company beat EPS expectations with $0.66 but missed on revenue which came in at $1.28bn (vs. $1.33bn expected). The main negative highlight was the crypto segment with revenue down 38% to $221M (vs. $242M expected). Net interest revenue reached $411M up +39% y/y - and total platform assets climbed to $324bn an impressive +68% y/y. Retail is still showing remarkable strength. Despite that the stock is down 8% in after-hours trading - largely due to elevated expectations going into the print."  
[X Link](https://x.com/jimmyinvest/status/2021335178983903236)  2026-02-10T21:27Z [---] followers, [---] engagements


"@StockSavvyShay In other words: yet another one that Gemini / Nano Banana will try to destroy. $U"  
[X Link](https://x.com/jimmyinvest/status/2021570066630721815)  2026-02-11T13:00Z [---] followers, [----] engagements


"@DividendTalks You forgot the most underrated one of them all (which is normal): Broadcom $AVGO. ASICs are the natural evolution of GPUs lower cost and greater customization"  
[X Link](https://x.com/jimmyinvest/status/2021571216981512611)  2026-02-11T13:05Z [---] followers, [---] engagements


"@BourbonInsider Way too cheap for a high-quality duopoly business. $SPGI"  
[X Link](https://x.com/jimmyinvest/status/2021590218088813047)  2026-02-11T14:20Z [---] followers, [---] engagements


"Bill Ackman just announced new positions in Meta Platforms $META (10%) Amazon $AMZN (13%) and Hertz $HTZ (2%). He also fully exited Chipotle Nike and Hilton Worldwide"  
[X Link](https://x.com/jimmyinvest/status/2021619797423992978)  2026-02-11T16:18Z [---] followers, [---] engagements


"@DividendTalks $ADBE incredible cheap. $NOW is getting there"  
[X Link](https://x.com/jimmyinvest/status/2021621740422799863)  2026-02-11T16:25Z [---] followers, [---] engagements


"In the words of Bill Ackman: If the S&P can maintain structurally higher earnings growth driven by the top ten companies we believe the P/E multiple should also be structurally higher. $SPY"  
[X Link](https://x.com/jimmyinvest/status/2021622629850067044)  2026-02-11T16:29Z [---] followers, [---] engagements


"@PolymarketMoney The cheapest among Mag-7 $META"  
[X Link](https://x.com/jimmyinvest/status/2021648882816651447)  2026-02-11T18:13Z [---] followers, [---] engagements


"Even with a double beat in Q4 [----] AppLovin $APP shares are down 9% in the after-hours - apparently for no clear reason. The company reported $1.66B in revenue (vs. $1.61B expected) and EPS of $3.24 (vs. $2.94 expected). Revenue guidance for Q1 [----] was also strong at $1.8B"  
[X Link](https://x.com/jimmyinvest/status/2021705247605817676)  2026-02-11T21:57Z [---] followers, [---] engagements


"@wallstengine About time $MELI"  
[X Link](https://x.com/jimmyinvest/status/2021905141423911135)  2026-02-12T11:12Z [---] followers, [---] engagements


"EssilorLuxottica $EL reported sales of more than [--] million Meta $META AI smart glasses in [----] - over 3x its previous run-rate and well above the [--] million units sold across [----] and [----] combined. This surge was fueled primarily by strong demand for the Ray-Ban Meta and Oakley Meta models. https://twitter.com/i/web/status/2021905893789458469 https://twitter.com/i/web/status/2021905893789458469"  
[X Link](https://x.com/jimmyinvest/status/2021905893789458469)  2026-02-12T11:15Z [---] followers, [---] engagements


"@ItakGol They all got disrupted by Claude"  
[X Link](https://x.com/jimmyinvest/status/2021957644047855787)  2026-02-12T14:40Z [---] followers, [--] engagements


"They all got disrupted by Claude. Suddenly it hit me. What happened to DeepSeek Sora GitHub Copilot Mail0 Llama Cursor MS Copilot Mistral Perplexity What happened Suddenly it hit me. What happened to DeepSeek Sora GitHub Copilot Mail0 Llama Cursor MS Copilot Mistral Perplexity What happened"  
[X Link](https://x.com/jimmyinvest/status/2021957739027861655)  2026-02-12T14:41Z [---] followers, [---] engagements


"@BourbonCap I would add $NFLX and $ADBE"  
[X Link](https://x.com/jimmyinvest/status/2021968750078292413)  2026-02-12T15:24Z [---] followers, [---] engagements


"@KobeissiLetter Has the world stopped buying iPhones $AAPL"  
[X Link](https://x.com/jimmyinvest/status/2022018671472980255)  2026-02-12T18:43Z [---] followers, [---] engagements


"@StockMKTNewz Has the world stopped buying iPhones $AAPL"  
[X Link](https://x.com/jimmyinvest/status/2022018703215538264)  2026-02-12T18:43Z [---] followers, [---] engagements


"@brewmarkets Has the world stopped buying iPhones $AAPL"  
[X Link](https://x.com/jimmyinvest/status/2022018733670318267)  2026-02-12T18:43Z [---] followers, [---] engagements


"Am I dreaming $ADBE"  
[X Link](https://x.com/jimmyinvest/status/2022040206736814373)  2026-02-12T20:08Z [---] followers, [----] engagements


"@QualityInvest5 Network effects are not something you can vibe-code"  
[X Link](https://x.com/jimmyinvest/status/2022047888654864839)  2026-02-12T20:39Z [---] followers, [---] engagements


"@ftr_investors Obvious choice is $GOOGL $GOOG"  
[X Link](https://x.com/jimmyinvest/status/2022313384272711963)  2026-02-13T14:14Z [---] followers, [---] engagements


"The consensus has a very bad habit: Confusing growth with value creation. In reality more often than not the opposite is true. Understand the simple math behind real value creation in our latest article. Link in the comments"  
[X Link](https://x.com/jimmyinvest/status/2022314111724319023)  2026-02-13T14:17Z [---] followers, [--] engagements


"@StockMKTNewz Time to fish. $META $GOOGL $AMZN"  
[X Link](https://x.com/jimmyinvest/status/2022325194103103825)  2026-02-13T15:01Z [---] followers, [---] engagements


"@KobeissiLetter This saga never ends $BABA"  
[X Link](https://x.com/jimmyinvest/status/2022325328534794527)  2026-02-13T15:01Z [---] followers, [---] engagements


"@patientinvestor Kaspi $KSPI is INSANE Theres no way a company can be that cheap"  
[X Link](https://x.com/jimmyinvest/status/2009304567750516919)  2026-01-08T16:41Z [---] followers, [---] engagements


"Goldman Sachs upgraded On Holding $ONON from Neutral to Buy and raised its price target to $59 (from $52) implying about 30%+ upside. The bank says the stocks de-rating over the past year creates an attractive entry point and expects 20%+ CAGR in revenue EBITDA and EPS through [----]. Goldman also believes On will beat Q4 [----] consensus supported by strong holiday demand and standout momentum in China - including Tmall sales up +102% y/y in Q4. The market is increasingly converging toward our investment thesis - and its crucial to keep monitoring it closely. If you want full access to the"  
[X Link](https://x.com/jimmyinvest/status/2014378161027342511)  2026-01-22T16:42Z [---] followers, [---] engagements


"Our investment thesis on On Holding $ONON was cited by Insider Monkey last week. Very happy with the (gradual) recognition"  
[X Link](https://x.com/jimmyinvest/status/2016267501898719254)  2026-01-27T21:50Z [---] followers, [----] engagements


"@Mr_Derivatives And $AVGO"  
[X Link](https://x.com/jimmyinvest/status/2022393424759119928)  2026-02-13T19:32Z [---] followers, [---] engagements


"This may be one of the most meaningful AI advances were seeing right now. Earlier this year Thermo Fisher $TMO announced a strategic collaboration with NVIDIA $NVDA to develop AI-based solutions for laboratory automation. The goal is to increase automation accuracy and speed in scientific labs by connecting instruments and data to AI systems. The partnership combines Thermo Fishers scientific instruments and laboratory software with NVIDIAs AI infrastructure - including the NVIDIA DGX Spark system and models such as NeMo and BioNeMo. Together the companies aim to build more intuitive"  
[X Link](https://x.com/jimmyinvest/status/2022400446468624545)  2026-02-13T20:00Z [---] followers, [---] engagements


"Chinas smartphone market contracted -23% y/y in January [----] pressured by a difficult comp against last years subsidy-fueled spike and calendar distortions from Lunar New Year. Huawei remained number one with 19% market share - even as its own sales declined 27%. Apple $AAPL meanwhile stood out as the only major OEM to grow capturing its highest January share in five years as the iPhone [--] gained momentum and qualified for government subsidies. https://twitter.com/i/web/status/2022652100753215674 https://twitter.com/i/web/status/2022652100753215674"  
[X Link](https://x.com/jimmyinvest/status/2022652100753215674)  2026-02-14T12:40Z [---] followers, [--] engagements


"@DividendTalks $META best risk reward among mag-7"  
[X Link](https://x.com/jimmyinvest/status/2022725357611143293)  2026-02-14T17:31Z [---] followers, [---] engagements


"This is one of the REAL breakthroughs of modern AI. AI is being used to assemble and correct the genomes of endangered species making genetic research dramatically faster and cheaper. AI accelerates genomics research strengthens conservation efforts $GOOGL $GOOG"  
[X Link](https://x.com/jimmyinvest/status/2018430076308611375)  2026-02-02T21:03Z [---] followers, [---] engagements


"Industrial automation is still in its early stages and robot density today is only a fraction of what general-purpose robots could achieve in the future. Amazon $AMZN is clearly the example to follow in this regard: Robot density in day-to-day operations is enormous already exceeding [----] robots per [-----] human employees. That is far above any other industry in the world - including China and South Korea. https://twitter.com/i/web/status/2018436896532189538 https://twitter.com/i/web/status/2018436896532189538"  
[X Link](https://x.com/jimmyinvest/status/2018436896532189538)  2026-02-02T21:30Z [---] followers, [---] engagements


"For me the valuation still doesnt make much sense. That said we have to acknowledge another very strong quarter from Palantir $PLTR in Q4 [----] beating sell-side expectations on both revenue ($1.41bn vs. $1.34bn expected) and EPS ($0.25 vs. $0.23 expected). Customers whove crossed the chasm with Palantir - the AI haves - are defining the future of their industries while those still on the other side are fighting for survival said Ryan Taylor PLTR Chief Revenue Officer. https://twitter.com/i/web/status/2018491152555557302 https://twitter.com/i/web/status/2018491152555557302"  
[X Link](https://x.com/jimmyinvest/status/2018491152555557302)  2026-02-03T01:06Z [---] followers, [---] engagements


"BREAKING: PayPal $PYPL announced that Alex Chriss is stepping down as CEO and will be replaced by Enrique Lores effective March [--] [----]. The company also reported a weaker-than-expected Q4: Revenue came in at $8.68bn (vs. $8.79bn expected) and EPS of $1.23 (vs. $1.29 expected). TPV grew +9% y/y to $475.1bn (or +6% FX-neutral). This was clearly not priced in. PYPL is down 16% in pre-market now trading around $44/share. Its starting to look like an opportunity. https://twitter.com/i/web/status/2018673779115778100 https://twitter.com/i/web/status/2018673779115778100"  
[X Link](https://x.com/jimmyinvest/status/2018673779115778100)  2026-02-03T13:11Z [---] followers, [---] engagements


"@jimcramer Bizarre price action today I thought there were no sellers left - but judging by todays tape even the most loyal holders of PayPal finally threw in the towel $PYPL"  
[X Link](https://x.com/jimmyinvest/status/2018675068428075499)  2026-02-03T13:16Z [---] followers, [----] engagements


"@KobeissiLetter The bull market is back $GLD $SLV"  
[X Link](https://x.com/jimmyinvest/status/2019032498769220019)  2026-02-04T12:57Z [---] followers, [---] engagements


"Mom how did we get so rich Your dad loaded up on software stocks when the market thought theyd be 100% replaced by AI agents. $NOW $ADBE $CRM $CSU $CSU.TO"  
[X Link](https://x.com/jimmyinvest/status/2019085689791406469)  2026-02-04T16:28Z [---] followers, [---] engagements


"Every day Sam Altman looks a little more lost This time he publicly accused Anthropic of being dishonest and of serving an expensive product to rich people. I mean when did it become normal for the CEO of a $500bn valuation company like OpenAI to talk about a direct competitor like this in public First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the"  
[X Link](https://x.com/jimmyinvest/status/2019152954285007254)  2026-02-04T20:55Z [---] followers, [---] engagements


"SaaS is dead. No one will be spared. At least thats how the market feels right now. Investors keep relentlessly punishing companies like $CRM $ADBE $NOW $DUOL - and many others - all of them down more than 50% from their ATH. So is this the end of SaaS as we know it Ive just published my take on this in our newsletter. Link in the comments. https://twitter.com/i/web/status/2019373491426902208 https://twitter.com/i/web/status/2019373491426902208"  
[X Link](https://x.com/jimmyinvest/status/2019373491426902208)  2026-02-05T11:32Z [---] followers, [---] engagements


"@wallstengine The best company in the world $GOOGL $GOOG"  
[X Link](https://x.com/jimmyinvest/status/2019376770538209603)  2026-02-05T11:45Z [---] followers, [---] engagements


"@StockMKTNewz But this should also come with a meaningful layer of personalization (ASICs) $AVGO"  
[X Link](https://x.com/jimmyinvest/status/2019405777207964100)  2026-02-05T13:40Z [---] followers, [---] engagements


"$HIMS is moving straight into Novo Nordisks $NVO core market with a compounded oral semaglutide. What really stands out is the pricing: $HIMS is launching at $49 then around $99/month - while Novo is still at roughly $199/month. Im not sure how sustainable (or even defensible) this model is. But one thing is clear: it adds real pressure to pricing across the category. https://twitter.com/i/web/status/2019417711676158386 https://twitter.com/i/web/status/2019417711676158386"  
[X Link](https://x.com/jimmyinvest/status/2019417711676158386)  2026-02-05T14:27Z [---] followers, [---] engagements


"@mvcinvesting Very unprofessional on $HIMS part. Personally I would stay far away from this kind of company"  
[X Link](https://x.com/jimmyinvest/status/2019453001191035198)  2026-02-05T16:48Z [---] followers, [----] engagements


"In poker all-in means betting all your chips on a single hand. Now look at the expected [----] CAPEX for some of the Mag-7: $AMZN: $200bn (111% of operating cash flow) $GOOGL: $180bn (92% of operating cash flow) $META: $135bn (103% of operating cash flow) This is what going all-in really looks like. https://twitter.com/i/web/status/2019763701331480641 https://twitter.com/i/web/status/2019763701331480641"  
[X Link](https://x.com/jimmyinvest/status/2019763701331480641)  2026-02-06T13:22Z [---] followers, [---] engagements


"@DividendTalks Adobe as a top AI pick. Who wouldve thought $ADBE https://open.substack.com/pub/jimmysjournal/p/investment-thesis-adobe-inc-adber=3463sv&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/jimmysjournal/p/investment-thesis-adobe-inc-adber=3463sv&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/jimmyinvest/status/2010739827550085373)  2026-01-12T15:45Z [---] followers, [----] engagements


"@gainify_io Its still incredibly cheap $ADBE. Financials remain best-in-class: 10% revenue growth 30% ROE and 90% gross margins. Coincidentally I just published a deep-dive on it - if youd like to check it out: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"  
[X Link](https://x.com/jimmyinvest/status/2011035372990644388)  2026-01-13T11:19Z [---] followers, [---] engagements


"When it comes to copper theres simply no better player in the world than Southern Copper $SCCO. Its a fully integrated copper producer (mine concentrator smelting/refining) with core operations in Peru and Mexico and a massive long-life reserve/resource base. Over the past [--] years SCCO has delivered an average 20% net margin - something nearly unheard of in mining - while consistently operating with the lowest C1 (cash) costs in the industry. Valuation-wise of course its not cheap. SCCO is currently trading at an impressive 16x forward EV/EBITDA."  
[X Link](https://x.com/jimmyinvest/status/2015881177580683620)  2026-01-26T20:15Z [---] followers, [---] engagements


"Just watched this interview with Forrest Li Founder & CEO of Sea Limited $SE with Norges Bank. Really interesting to hear his perspective on how Sea built a highly integrated ecosystem and his thoughtful approach to leadership. Highly recommend watching. Stay hungry. Stay foolish. https://www.youtube.com/watchv=6FTdUO8D20o https://www.youtube.com/watchv=6FTdUO8D20o"  
[X Link](https://x.com/jimmyinvest/status/2013040033909944769)  2026-01-19T00:05Z [---] followers, [---] engagements


"On Holding $ONON is back to the $50/share level - already up more than +45% since we published our deep dive just two months ago. Founder-led strong brand and supported by clear secular growth. Our premium subscribers caught this one early. 💥"  
[X Link](https://x.com/jimmyinvest/status/2009359260753314115)  2026-01-08T20:19Z [---] followers, [---] engagements

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