[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mycreditjourney Danilo Danilo posts on X about $googl, googl, money, meta the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1213940752717205504/interactions)  - X Week XXXXXX +1,381% - X Month XXXXXX +1,017% ### Mentions: XX [#](/creator/twitter::1213940752717205504/posts_active)  ### Followers: XXX [#](/creator/twitter::1213940752717205504/followers)  - X Week XXX +9.60% - X Month XXX +159% ### CreatorRank: XXXXXXX [#](/creator/twitter::1213940752717205504/influencer_rank)  ### Social Influence [#](/creator/twitter::1213940752717205504/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [gaming](/list/gaming) [fashion brands](/list/fashion-brands) **Social topic influence** [$googl](/topic/$googl) #821, [googl](/topic/googl) #31, [money](/topic/money), [meta](/topic/meta), [$meta](/topic/$meta), [$tsm](/topic/$tsm), [$brkb](/topic/$brkb), [$crm](/topic/$crm), [$ibit](/topic/$ibit), [$adbe](/topic/$adbe) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Cream (CRM)](/topic/$crm) [iShares BTC Trust (IBIT)](/topic/$ibit) [Adobe, Inc. (ADBE)](/topic/$adbe) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [JPMorgan Chase (JPM)](/topic/$jpm) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Salesforce Inc (CRM)](/topic/salesforce) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Home Depot, Inc. (HD)](/topic/$hd) [Micron Technology, Inc. (MU)](/topic/$mu) [Brookfield Corporation (BN)](/topic/$bn) [Costco Hot Dog (COST)](/topic/$cost) [Bitcoin (BTC)](/topic/bitcoin) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Ethereum (ETH)](/topic/$eth) [Effect.AI (EFX)](/topic/$efx) ### Top Social Posts [#](/creator/twitter::1213940752717205504/posts) --- Top posts by engagements in the last XX hours "The thing is its not always about cost. I dont think you can license AI art or anything like that. For enterprises which is likely their biggest revenue stream they will still choose $ADBE over competitors just because they know that every content they put out wont get a copyright strike"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945624690896376288) 2025-07-16 23:20:48 UTC XXX followers, XX engagements "This user chart comparison is just one piece of the puzzle. As $GOOGL latest numbers show their strategy is about ecosystem dominance not just a single chat app. Gemini App: Over XXX million monthly active users. AI Overviews in Search: Scaled to an incredible XXX billion monthly users. Developers: X million now building with the Gemini API. The narrative must switch from Gemini vs. ChatGPT. It's $GOOGL entire integrated ecosystem vs. everyone else. The race is far from over"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945669993297018917) 2025-07-17 02:20:49 UTC XXX followers, XX engagements "Let's talk about Gemini. From Jan to Jun 2025 we see healthy growth but the key is the composition of that growth. Returning Users are expanding while new users are exploding. People are trying it finding value and coming back. This is how you build a loyal user base and a product that becomes a habit. I recently switched to Gemini as I can integrate my work with Google Workspace and having Gemini assisting me within the ecosystem is a nice touch"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945669988565791174) 2025-07-17 02:20:48 UTC XXX followers, XX engagements "In 2021 the story was "competition." In 2023 it was "password crackdowns." Meanwhile the only story $NFLX revenue chart has told is that is turning into one relentless cash cow price powering company. They just crossed the $40B mark and show zero signs of stopping"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944758789221298359) 2025-07-14 14:00:01 UTC XXX followers, XXX engagements "This chart shows the elephant in the room for $TSLA The core business has officially stalled peaking over a year ago. While Energy & Services are growing they aren't big enough to re-ignite hyper-growth alone. So the multi-trillion dollar question is: what's the next catalyst FSD Optimus xAI And when will it actually show up in the revenue line"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945173438781370650) 2025-07-15 17:27:42 UTC XXX followers, XXX engagements "Tough times for $ADBE with all that "AI disruption" huh Oh wait their revenue just keeps climbing every single quarter. Turns out having a massive moat and a loyal customer base still matters. They'll be fine. Chart by @ValueSense_io"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944864089341354414) 2025-07-14 20:58:27 UTC XXX followers, 1137 engagements "The second $BRK.B and $OSCR turn positive in the portfolio its about to PRINT everything is green but these two"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945506243751362886) 2025-07-16 15:30:08 UTC XXX followers, XXX engagements "While many are worried about the economy JPMorgan Chase just dropped a statement quarter. $XX BILLION in net income. In X months. Let's break down how the best bank in the world just keeps getting stronger. 🧵 $JPM Chart from: @EconomyApp"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945156415749824993) 2025-07-15 16:20:03 UTC XXX followers, 1795 engagements "Salesforce pulled in $38.6B in revenue over the last twelve months. But the wild part Over XX% of that revenue gets eaten up by one specific expense line. It's the key to understanding their entire business model. A breakdown 🧵 $CRM"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944270849038520441) 2025-07-13 05:41:07 UTC XXX followers, 1746 engagements "So when you're looking at $GOOG you can't just value the search bar. You're more than just search. You're buying a dominant advertising cash cow and cloud business. A free call option on a portfolio of high-risk world-changing companies that are just starting to show real motion"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944589729556484449) 2025-07-14 02:48:14 UTC XXX followers, XX engagements "@TacticzH I think I would sleep like a baby every night if I had $GOOGL or $ASML in my portfolio"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945214747546198286) 2025-07-15 20:11:50 UTC XXX followers, 5892 engagements "And they are spending that money. A huge chunk of their cash is going into strategic acquisitions to lock down future tech. Think multi-billion dollar deals for a huge stake in AI leader Scale AI and a deeper partnership with Ray-Ban's parent co. EssilorLuxottica. This is a cash burn with a purpose"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943905401595920467) 2025-07-12 05:28:58 UTC XXX followers, XX engagements "It's a thing of beauty when nearly all your revenue streams are compounding. What do you see The cash cows for $AMZN AWS and Ads are also its fastest growing major segments. So is $AMZN continuous growth already priced in or is a machine this powerful about to rip higher"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945208843501244772) 2025-07-15 19:48:23 UTC XXX followers, XXX engagements "Look at their revenue streams. High-Performance Computing (HPC) is now their #1 segment at $52.2B thanks to the AI boom. Smartphones are #2 at $31.2B. They get paid to physically create the chips that other companies design. They are the factory for innovation"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944276879692747041) 2025-07-13 06:05:05 UTC XXX followers, XX engagements "Catalyst 3: De-Risking the Moat The biggest risk for TSM has always been geopolitics (Taiwan). Now they're actively de-risking by building new multi-billion dollar fabs in Arizona (USA) Japan and Germany. This global expansion secures their supply chain and calms investor nerves"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944276888425222430) 2025-07-13 06:05:07 UTC XXX followers, XX engagements "So the $CRM story is really the Marc Benioff story: Use a core profitable product to fund an aggressive expensive and relentless campaign to own the entire enterprise software ecosystem. Similar to $META Marc Benioff is a founder not to be undermined. Is Benioff's empire-building the ultimate growth strategy or getting too complex 👇"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944270864884580463) 2025-07-13 05:41:11 UTC XXX followers, XXX engagements "Yes Ive owned it for a few months I love the management. Its a small team with some great people specially since theyre in the same universe as Constellation Software I am keen on how Leonard can mirror what he learned from his dad and take $PNP.TO into the next great canadian company"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1934598447199379802) 2025-06-16 13:06:27 UTC XXX followers, XXX engagements "$META banked $16.6B in profit last quarter. But look closer and you'll see two different stories: a cash-printing machine and a company spending billions to buy its future. Let's break down the numbers 🧵"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943905398458560990) 2025-07-12 05:28:57 UTC XXX followers, 1482 engagements "So $TSM story is one of quiet absolute dominance. Their technological lead in manufacturing is their moat forcing the world's biggest tech companies to rely on them. The big question is: In a world full of geopolitical tension can anyone truly compete with their manufacturing empire"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944276890807685376) 2025-07-13 06:05:08 UTC XXX followers, XX engagements "@NetWorthNotes Not a fan of the franchise myself however a lot of my friends played it and gave me good feedback on Borderlands I just never grew up playing it so I never cared to look into it im definitely excited for GTA VI tho"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1942258699826757872) 2025-07-07 16:25:34 UTC XXX followers, XX engagements "Been seeing a lot of tweets around $HD as a "safe" stock to ride out volatility. Here's a chart that makes me uneasy. They're basically a 90%+ bet on the U.S. construction and DIY scene. With talk of new tariffs making materials more expensive that's a tough setup. Need to see how their earnings will respond"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944909784324399553) 2025-07-15 00:00:01 UTC XXX followers, XXX engagements "Catalyst 2: The Self-Driving Future You heard about Tesla building their own custom chips for Dojo and Full Self-Driving Guess who they hired to actually manufacture them $TSM. This positions $TSM as the key foundry for the high-margin high-growth automotive AI chip market"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944276886198145097) 2025-07-13 06:05:07 UTC XXX followers, XX engagements "And yes they're being careful. They set aside $2.8B for potential credit losses preparing for risks. But even after accounting for that they still delivered $15B of Net Income up XX% from last year. That's the power of their scale and pricing power"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945156424754995332) 2025-07-15 16:20:05 UTC XXX followers, XX engagements "Now let's talk about the CEO. You can't analyze $CRM without understanding Marc Benioff. Hes a visionary a master marketer and one of the most outspoken "activist CEOs" in tech. Part philanthropist part showman his "Trailblazer" persona drives the entire company culture"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944270858026877436) 2025-07-13 05:41:10 UTC XXX followers, XXX engagements "The cash machine The Family of Apps (Instagram Facebook WhatsApp). It pulled in $41.9B basically XX% of all revenue. This is the empire. It's growing steadily and prints money with insane XXXX% operating margins when viewed on its own"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943905400241144119) 2025-07-12 05:28:58 UTC XXX followers, XX engagements "But here's the real story for long-term investors: the balance sheet. Their CET1 ratio (a measure of stability) is at a massive XXXX% well above what's required. With $XXX trillion in deposits this isn't just a bank; it's a financial fortress built to withstand any storm"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945156422431351108) 2025-07-15 16:20:05 UTC XXX followers, XX engagements "@ValueSense_io I remember when $MU was on the list. After doing my research and my own valuation metrics I bought heavily on the dip and it played out beautifully Your data is amazing"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944085558281875807) 2025-07-12 17:24:51 UTC XXX followers, XXX engagements "@Ashton_1nvests $META $LNG $BN $HOOD $IBIT"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943014471825236226) 2025-07-09 18:28:44 UTC XXX followers, XXX engagements "$GOOGL cashed $XXX BILLION in net profit over the last twelve months. To put that in perspective: They make more profit every XX days than Nike makes in an entire year. But the wildest part isn't the money they make now. It's the portfolio of "sci-fi" companies they're building for the future with that cash. A longer breakdown 🧵 $GOOG"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944589705661567422) 2025-07-14 02:48:09 UTC XXX followers, XX engagements "Now look at the ChatGPT chart for the same period. The returning user base is massive and stable which is impressive. However the "New Users" is visibly flattening. The explosive exponential growth phase appears to be slowing down. Momentum is shifting. While they have the lead their moat may not be as wide as once thought"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945669991048614220) 2025-07-17 02:20:49 UTC XXX followers, XX engagements "Think about how many things have changed since 2012. One thing hasn't: people still love to shop at $COST. This chart shows a near tripling of their revenue. In this economy That's the safe haven for lots investors"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944790828553044244) 2025-07-14 16:07:20 UTC XXX followers, XXX engagements "$NVDA just printed $XXXX BILLION in pure profit. in only X months. How The answer isn't just about gaming and bitcoin mining anymore. Let's follow the money to see what's really driving this tech giant. 🧵"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943897559556403711) 2025-07-12 04:57:48 UTC XXX followers, 4439 engagements "Having a native OS will give them a moat. Now people will be tied to their ecosystem they probably have other products in the pipeline that will work seamlessly with their OS. Also by doing so they have ownership over their product and ecosystem. Vertical integration is probably the end goal"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945193094263267689) 2025-07-15 18:45:48 UTC XXX followers, XX engagements "@InvestingVisual Mine is Constellation Software"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945596003496665490) 2025-07-16 21:26:49 UTC XXX followers, XXX engagements "@P_Earns24 @joecarlsonshow They don't need search to continue to grow IMO. Their other forms of revenues are outpacing the index while still trading at a discount"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945175224548233300) 2025-07-15 17:34:47 UTC XXX followers, XX engagements "Every major AI chip from $NVDA every iPhone processor from $AAPL and every server CPU from $AMD are all built by one company. Taiwan Semiconductor ($TSM) is the invisible titan that quietly enables the entire tech world. They just banked $40.3B in net profit doing it"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944276877855629594) 2025-07-13 06:05:05 UTC XXX followers, XXX engagements "@LeftisSick @ValueSense_io Agreed Theyre very much slept on out of fear of being disrupted by AI. Similar to $GOOGL and they keep destroying expectations and showing theyre still a player in todays AI world"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944920440667033639) 2025-07-15 00:42:22 UTC XXX followers, XX engagements "How'd they do it Diversification. This wasn't just one engine firing. Consumer banking grew +6% but the surprise came from the Commercial & Investment Bank (+$19.5B +9% Y/Y) and Asset & Wealth Management (+$5.8B +10% Y/Y). When one segment is compounding the others follow"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945156419423985860) 2025-07-15 16:20:04 UTC XXX followers, XX engagements "The bullish case on $JPM remains simple and clear: A diversified machine that's firing on all cylinders with a rock-solid balance sheet and incredible profitability. In a complex market quality and execution matter most. They just delivered both. Do you own any $JPM It's becoming a safe haven option that will continue to compound"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945156426650820761) 2025-07-15 16:20:06 UTC XXX followers, XX engagements "Benioff's strategy has always been to dominate the market by whatever means necessary. When they can't build it they buy it. This led to monster acquisitions like data visualization leader Tableau ($15.7B) and the $MSFT competitor Slack ($27.7B)"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944270860489306270) 2025-07-13 05:41:10 UTC XXX followers, XXX engagements "feels like it's 2020 crypto is absolutely carrying my portfolio. Up XX% on my $ETH and XX% on $IBIT 😍 $OSCR and $BRK.B please do wake up"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943666530249592849) 2025-07-11 13:39:47 UTC XXX followers, XXX engagements "$EFX is hovering @ around X% YTD But look at this chart. Revenue was basically flat but their costs dropped adding almost $1B to gross profit out of thin air Thats a perfect display of pricing power. If those margins are the new normal the stock is just too cheap to ignore"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945633961285198149) 2025-07-16 23:57:39 UTC XXX followers, XX engagements "I see daily tweets of "GPT will kill $GOOGL ". The data is starting to tell a different story. While OpenAI remains the leader in absolute numbers a look at user growth momentum is starting to show. Gemini is showing strong signs of customer retention while ChatGPT's new user acquisition is flattening"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945669986489442361) 2025-07-17 02:20:48 UTC XXX followers, XX engagements "Even after funding Benioff's vision through massive sales spend and acquisitions (plus $5.56B in R&D) they are still solidly profitable. The bottom line is $6.2B in Net Income. A XXXX% margin. The investments are paying off to take market share"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944270862364094641) 2025-07-13 05:41:11 UTC XXX followers, XXX engagements "And Waymo isn't the only one. The "Other Bets" portfolio includes: DeepMind: a world-leading AI research lab dedicated to building AI that benefits humanity driving scientific breakthroughs and integrating cutting-edge AI into Google's products and services. Wing: An autonomous drone delivery service already operating in multiple cities. They are incubating entire future industries under one roof"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944589719343407493) 2025-07-14 02:48:12 UTC XXX followers, XX engagements "The question isn't just "will Search keep growing". It's "which of these side bets will be the first to become a billion-dollar revenue stream on its own" As Cloud quickly did Which 'Other Bet' do you think has the most potential to become a $100B business on its own"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1944589731402248555) 2025-07-14 02:48:15 UTC XXX followers, XX engagements "Honestly just look at the shapes. This chart from @hi_itsbey tells you everything you need to know without the XX page analyst reports. $AMD is the high growth gamble. $INTC is the dumpster fire . $TSM is the safe haven. Pick your poison"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945680068069540200) 2025-07-17 03:00:51 UTC XXX followers, XXX engagements "@ChargePoint is the EV stock nobody wanted. Then it dropped earnings. Margins up. Subs up. Cash still solid. Stock ripped 10%. Did $CHPT just go from SPAC turmoil to infrastructure tollbooth 🧵 The comeback nobody bet on:"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1931462946128896369) 2025-06-07 21:27:05 UTC XXX followers, 1337 engagements "@TacticzH I have $GOOGL I wish I held onto my $ASML at the beginning of the year"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1945215015742533913) 2025-07-15 20:12:54 UTC XXX followers, XXX engagements "Their Gaming division is still a monster don't get it twisted. It pulled $3.76B. So while Data Center is the main event their core gaming business is still growing and killing it 🎮"  [@mycreditjourney](/creator/x/mycreditjourney) on [X](/post/tweet/1943897567063887981) 2025-07-12 04:57:50 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mycreditjourney Danilo
Danilo posts on X about $googl, googl, money, meta the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +1,381%
- X Month XXXXXX +1,017%
Mentions: XX #
Followers: XXX #
- X Week XXX +9.60%
- X Month XXX +159%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies countries automotive brands social networks gaming fashion brands
Social topic influence $googl #821, googl #31, money, meta, $meta, $tsm, $brkb, $crm, $ibit, $adbe
Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Taiwan Semiconductor (TSM) Berkshire Hathaway Inc Class B (BRK.B) Cream (CRM) iShares BTC Trust (IBIT) Adobe, Inc. (ADBE) Oscar Health, Inc. (OSCR) JPMorgan Chase (JPM) Cheniere Energy, Inc. (LNG) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Tesla, Inc. (TSLA) Salesforce Inc (CRM) Amazon.com, Inc. (AMZN) Home Depot, Inc. (HD) Micron Technology, Inc. (MU) Brookfield Corporation (BN) Costco Hot Dog (COST) Bitcoin (BTC) Hims & Hers Health, Inc. (HIMS) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Ethereum (ETH) Effect.AI (EFX)
Top Social Posts #
Top posts by engagements in the last XX hours
"The thing is its not always about cost. I dont think you can license AI art or anything like that. For enterprises which is likely their biggest revenue stream they will still choose $ADBE over competitors just because they know that every content they put out wont get a copyright strike"
@mycreditjourney on X 2025-07-16 23:20:48 UTC XXX followers, XX engagements
"This user chart comparison is just one piece of the puzzle. As $GOOGL latest numbers show their strategy is about ecosystem dominance not just a single chat app. Gemini App: Over XXX million monthly active users. AI Overviews in Search: Scaled to an incredible XXX billion monthly users. Developers: X million now building with the Gemini API. The narrative must switch from Gemini vs. ChatGPT. It's $GOOGL entire integrated ecosystem vs. everyone else. The race is far from over" @mycreditjourney on X 2025-07-17 02:20:49 UTC XXX followers, XX engagements
"Let's talk about Gemini. From Jan to Jun 2025 we see healthy growth but the key is the composition of that growth. Returning Users are expanding while new users are exploding. People are trying it finding value and coming back. This is how you build a loyal user base and a product that becomes a habit. I recently switched to Gemini as I can integrate my work with Google Workspace and having Gemini assisting me within the ecosystem is a nice touch" @mycreditjourney on X 2025-07-17 02:20:48 UTC XXX followers, XX engagements
"In 2021 the story was "competition." In 2023 it was "password crackdowns." Meanwhile the only story $NFLX revenue chart has told is that is turning into one relentless cash cow price powering company. They just crossed the $40B mark and show zero signs of stopping" @mycreditjourney on X 2025-07-14 14:00:01 UTC XXX followers, XXX engagements
"This chart shows the elephant in the room for $TSLA The core business has officially stalled peaking over a year ago. While Energy & Services are growing they aren't big enough to re-ignite hyper-growth alone. So the multi-trillion dollar question is: what's the next catalyst FSD Optimus xAI And when will it actually show up in the revenue line" @mycreditjourney on X 2025-07-15 17:27:42 UTC XXX followers, XXX engagements
"Tough times for $ADBE with all that "AI disruption" huh Oh wait their revenue just keeps climbing every single quarter. Turns out having a massive moat and a loyal customer base still matters. They'll be fine. Chart by @ValueSense_io" @mycreditjourney on X 2025-07-14 20:58:27 UTC XXX followers, 1137 engagements
"The second $BRK.B and $OSCR turn positive in the portfolio its about to PRINT everything is green but these two" @mycreditjourney on X 2025-07-16 15:30:08 UTC XXX followers, XXX engagements
"While many are worried about the economy JPMorgan Chase just dropped a statement quarter. $XX BILLION in net income. In X months. Let's break down how the best bank in the world just keeps getting stronger. 🧵 $JPM Chart from: @EconomyApp" @mycreditjourney on X 2025-07-15 16:20:03 UTC XXX followers, 1795 engagements
"Salesforce pulled in $38.6B in revenue over the last twelve months. But the wild part Over XX% of that revenue gets eaten up by one specific expense line. It's the key to understanding their entire business model. A breakdown 🧵 $CRM" @mycreditjourney on X 2025-07-13 05:41:07 UTC XXX followers, 1746 engagements
"So when you're looking at $GOOG you can't just value the search bar. You're more than just search. You're buying a dominant advertising cash cow and cloud business. A free call option on a portfolio of high-risk world-changing companies that are just starting to show real motion" @mycreditjourney on X 2025-07-14 02:48:14 UTC XXX followers, XX engagements
"@TacticzH I think I would sleep like a baby every night if I had $GOOGL or $ASML in my portfolio" @mycreditjourney on X 2025-07-15 20:11:50 UTC XXX followers, 5892 engagements
"And they are spending that money. A huge chunk of their cash is going into strategic acquisitions to lock down future tech. Think multi-billion dollar deals for a huge stake in AI leader Scale AI and a deeper partnership with Ray-Ban's parent co. EssilorLuxottica. This is a cash burn with a purpose" @mycreditjourney on X 2025-07-12 05:28:58 UTC XXX followers, XX engagements
"It's a thing of beauty when nearly all your revenue streams are compounding. What do you see The cash cows for $AMZN AWS and Ads are also its fastest growing major segments. So is $AMZN continuous growth already priced in or is a machine this powerful about to rip higher" @mycreditjourney on X 2025-07-15 19:48:23 UTC XXX followers, XXX engagements
"Look at their revenue streams. High-Performance Computing (HPC) is now their #1 segment at $52.2B thanks to the AI boom. Smartphones are #2 at $31.2B. They get paid to physically create the chips that other companies design. They are the factory for innovation" @mycreditjourney on X 2025-07-13 06:05:05 UTC XXX followers, XX engagements
"Catalyst 3: De-Risking the Moat The biggest risk for TSM has always been geopolitics (Taiwan). Now they're actively de-risking by building new multi-billion dollar fabs in Arizona (USA) Japan and Germany. This global expansion secures their supply chain and calms investor nerves" @mycreditjourney on X 2025-07-13 06:05:07 UTC XXX followers, XX engagements
"So the $CRM story is really the Marc Benioff story: Use a core profitable product to fund an aggressive expensive and relentless campaign to own the entire enterprise software ecosystem. Similar to $META Marc Benioff is a founder not to be undermined. Is Benioff's empire-building the ultimate growth strategy or getting too complex 👇" @mycreditjourney on X 2025-07-13 05:41:11 UTC XXX followers, XXX engagements
"Yes Ive owned it for a few months I love the management. Its a small team with some great people specially since theyre in the same universe as Constellation Software I am keen on how Leonard can mirror what he learned from his dad and take $PNP.TO into the next great canadian company" @mycreditjourney on X 2025-06-16 13:06:27 UTC XXX followers, XXX engagements
"$META banked $16.6B in profit last quarter. But look closer and you'll see two different stories: a cash-printing machine and a company spending billions to buy its future. Let's break down the numbers 🧵" @mycreditjourney on X 2025-07-12 05:28:57 UTC XXX followers, 1482 engagements
"So $TSM story is one of quiet absolute dominance. Their technological lead in manufacturing is their moat forcing the world's biggest tech companies to rely on them. The big question is: In a world full of geopolitical tension can anyone truly compete with their manufacturing empire" @mycreditjourney on X 2025-07-13 06:05:08 UTC XXX followers, XX engagements
"@NetWorthNotes Not a fan of the franchise myself however a lot of my friends played it and gave me good feedback on Borderlands I just never grew up playing it so I never cared to look into it im definitely excited for GTA VI tho" @mycreditjourney on X 2025-07-07 16:25:34 UTC XXX followers, XX engagements
"Been seeing a lot of tweets around $HD as a "safe" stock to ride out volatility. Here's a chart that makes me uneasy. They're basically a 90%+ bet on the U.S. construction and DIY scene. With talk of new tariffs making materials more expensive that's a tough setup. Need to see how their earnings will respond" @mycreditjourney on X 2025-07-15 00:00:01 UTC XXX followers, XXX engagements
"Catalyst 2: The Self-Driving Future You heard about Tesla building their own custom chips for Dojo and Full Self-Driving Guess who they hired to actually manufacture them $TSM. This positions $TSM as the key foundry for the high-margin high-growth automotive AI chip market" @mycreditjourney on X 2025-07-13 06:05:07 UTC XXX followers, XX engagements
"And yes they're being careful. They set aside $2.8B for potential credit losses preparing for risks. But even after accounting for that they still delivered $15B of Net Income up XX% from last year. That's the power of their scale and pricing power" @mycreditjourney on X 2025-07-15 16:20:05 UTC XXX followers, XX engagements
"Now let's talk about the CEO. You can't analyze $CRM without understanding Marc Benioff. Hes a visionary a master marketer and one of the most outspoken "activist CEOs" in tech. Part philanthropist part showman his "Trailblazer" persona drives the entire company culture" @mycreditjourney on X 2025-07-13 05:41:10 UTC XXX followers, XXX engagements
"The cash machine The Family of Apps (Instagram Facebook WhatsApp). It pulled in $41.9B basically XX% of all revenue. This is the empire. It's growing steadily and prints money with insane XXXX% operating margins when viewed on its own" @mycreditjourney on X 2025-07-12 05:28:58 UTC XXX followers, XX engagements
"But here's the real story for long-term investors: the balance sheet. Their CET1 ratio (a measure of stability) is at a massive XXXX% well above what's required. With $XXX trillion in deposits this isn't just a bank; it's a financial fortress built to withstand any storm" @mycreditjourney on X 2025-07-15 16:20:05 UTC XXX followers, XX engagements
"@ValueSense_io I remember when $MU was on the list. After doing my research and my own valuation metrics I bought heavily on the dip and it played out beautifully Your data is amazing" @mycreditjourney on X 2025-07-12 17:24:51 UTC XXX followers, XXX engagements
"@Ashton_1nvests $META $LNG $BN $HOOD $IBIT" @mycreditjourney on X 2025-07-09 18:28:44 UTC XXX followers, XXX engagements
"$GOOGL cashed $XXX BILLION in net profit over the last twelve months. To put that in perspective: They make more profit every XX days than Nike makes in an entire year. But the wildest part isn't the money they make now. It's the portfolio of "sci-fi" companies they're building for the future with that cash. A longer breakdown 🧵 $GOOG" @mycreditjourney on X 2025-07-14 02:48:09 UTC XXX followers, XX engagements
"Now look at the ChatGPT chart for the same period. The returning user base is massive and stable which is impressive. However the "New Users" is visibly flattening. The explosive exponential growth phase appears to be slowing down. Momentum is shifting. While they have the lead their moat may not be as wide as once thought" @mycreditjourney on X 2025-07-17 02:20:49 UTC XXX followers, XX engagements
"Think about how many things have changed since 2012. One thing hasn't: people still love to shop at $COST. This chart shows a near tripling of their revenue. In this economy That's the safe haven for lots investors" @mycreditjourney on X 2025-07-14 16:07:20 UTC XXX followers, XXX engagements
"$NVDA just printed $XXXX BILLION in pure profit. in only X months. How The answer isn't just about gaming and bitcoin mining anymore. Let's follow the money to see what's really driving this tech giant. 🧵" @mycreditjourney on X 2025-07-12 04:57:48 UTC XXX followers, 4439 engagements
"Having a native OS will give them a moat. Now people will be tied to their ecosystem they probably have other products in the pipeline that will work seamlessly with their OS. Also by doing so they have ownership over their product and ecosystem. Vertical integration is probably the end goal" @mycreditjourney on X 2025-07-15 18:45:48 UTC XXX followers, XX engagements
"@InvestingVisual Mine is Constellation Software" @mycreditjourney on X 2025-07-16 21:26:49 UTC XXX followers, XXX engagements
"@P_Earns24 @joecarlsonshow They don't need search to continue to grow IMO. Their other forms of revenues are outpacing the index while still trading at a discount" @mycreditjourney on X 2025-07-15 17:34:47 UTC XXX followers, XX engagements
"Every major AI chip from $NVDA every iPhone processor from $AAPL and every server CPU from $AMD are all built by one company. Taiwan Semiconductor ($TSM) is the invisible titan that quietly enables the entire tech world. They just banked $40.3B in net profit doing it" @mycreditjourney on X 2025-07-13 06:05:05 UTC XXX followers, XXX engagements
"@LeftisSick @ValueSense_io Agreed Theyre very much slept on out of fear of being disrupted by AI. Similar to $GOOGL and they keep destroying expectations and showing theyre still a player in todays AI world" @mycreditjourney on X 2025-07-15 00:42:22 UTC XXX followers, XX engagements
"How'd they do it Diversification. This wasn't just one engine firing. Consumer banking grew +6% but the surprise came from the Commercial & Investment Bank (+$19.5B +9% Y/Y) and Asset & Wealth Management (+$5.8B +10% Y/Y). When one segment is compounding the others follow" @mycreditjourney on X 2025-07-15 16:20:04 UTC XXX followers, XX engagements
"The bullish case on $JPM remains simple and clear: A diversified machine that's firing on all cylinders with a rock-solid balance sheet and incredible profitability. In a complex market quality and execution matter most. They just delivered both. Do you own any $JPM It's becoming a safe haven option that will continue to compound" @mycreditjourney on X 2025-07-15 16:20:06 UTC XXX followers, XX engagements
"Benioff's strategy has always been to dominate the market by whatever means necessary. When they can't build it they buy it. This led to monster acquisitions like data visualization leader Tableau ($15.7B) and the $MSFT competitor Slack ($27.7B)" @mycreditjourney on X 2025-07-13 05:41:10 UTC XXX followers, XXX engagements
"feels like it's 2020 crypto is absolutely carrying my portfolio. Up XX% on my $ETH and XX% on $IBIT 😍 $OSCR and $BRK.B please do wake up" @mycreditjourney on X 2025-07-11 13:39:47 UTC XXX followers, XXX engagements
"$EFX is hovering @ around X% YTD But look at this chart. Revenue was basically flat but their costs dropped adding almost $1B to gross profit out of thin air Thats a perfect display of pricing power. If those margins are the new normal the stock is just too cheap to ignore" @mycreditjourney on X 2025-07-16 23:57:39 UTC XXX followers, XX engagements
"I see daily tweets of "GPT will kill $GOOGL ". The data is starting to tell a different story. While OpenAI remains the leader in absolute numbers a look at user growth momentum is starting to show. Gemini is showing strong signs of customer retention while ChatGPT's new user acquisition is flattening" @mycreditjourney on X 2025-07-17 02:20:48 UTC XXX followers, XX engagements
"Even after funding Benioff's vision through massive sales spend and acquisitions (plus $5.56B in R&D) they are still solidly profitable. The bottom line is $6.2B in Net Income. A XXXX% margin. The investments are paying off to take market share" @mycreditjourney on X 2025-07-13 05:41:11 UTC XXX followers, XXX engagements
"And Waymo isn't the only one. The "Other Bets" portfolio includes: DeepMind: a world-leading AI research lab dedicated to building AI that benefits humanity driving scientific breakthroughs and integrating cutting-edge AI into Google's products and services. Wing: An autonomous drone delivery service already operating in multiple cities. They are incubating entire future industries under one roof" @mycreditjourney on X 2025-07-14 02:48:12 UTC XXX followers, XX engagements
"The question isn't just "will Search keep growing". It's "which of these side bets will be the first to become a billion-dollar revenue stream on its own" As Cloud quickly did Which 'Other Bet' do you think has the most potential to become a $100B business on its own" @mycreditjourney on X 2025-07-14 02:48:15 UTC XXX followers, XX engagements
"Honestly just look at the shapes. This chart from @hi_itsbey tells you everything you need to know without the XX page analyst reports. $AMD is the high growth gamble. $INTC is the dumpster fire . $TSM is the safe haven. Pick your poison" @mycreditjourney on X 2025-07-17 03:00:51 UTC XXX followers, XXX engagements
"@ChargePoint is the EV stock nobody wanted. Then it dropped earnings. Margins up. Subs up. Cash still solid. Stock ripped 10%. Did $CHPT just go from SPAC turmoil to infrastructure tollbooth 🧵 The comeback nobody bet on:" @mycreditjourney on X 2025-06-07 21:27:05 UTC XXX followers, 1337 engagements
"@TacticzH I have $GOOGL I wish I held onto my $ASML at the beginning of the year" @mycreditjourney on X 2025-07-15 20:12:54 UTC XXX followers, XXX engagements
"Their Gaming division is still a monster don't get it twisted. It pulled $3.76B. So while Data Center is the main event their core gaming business is still growing and killing it 🎮" @mycreditjourney on X 2025-07-12 04:57:50 UTC XXX followers, XX engagements