# ![@qualtrim Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1927933140754124802.png) @qualtrim Qualtrim

Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past [--] years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen 30% in just one month.

### Engagements: [------] [#](/creator/twitter::1927933140754124802/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:interactions.svg)

- [--] Week [---------] +281%
- [--] Month [---------] -7.80%
- [--] Months [----------] +9,478%

### Mentions: [--] [#](/creator/twitter::1927933140754124802/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:posts_active.svg)

- [--] Week [--] +13%
- [--] Month [---] -4.40%
- [--] Months [---] +5,160%

### Followers: [------] [#](/creator/twitter::1927933140754124802/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:followers.svg)

- [--] Week [------] +11%
- [--] Month [------] +19%
- [--] Months [------] +627%

### CreatorRank: [-------] [#](/creator/twitter::1927933140754124802/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2044 [technology brands](/list/technology-brands)  56.96% [finance](/list/finance)  28.48% [cryptocurrencies](/list/cryptocurrencies)  4.43% [countries](/list/countries)  2.53% [social networks](/list/social-networks)  1.27% [automotive brands](/list/automotive-brands)  1.27% [celebrities](/list/celebrities)  0.63% [travel destinations](/list/travel-destinations)  0.63% [financial services](/list/financial-services)  0.63%

**Social topic influence**
[$googl](/topic/$googl) 18.35%, [$amzn](/topic/$amzn) #42, [googl](/topic/googl) #131, [$goog](/topic/$goog) #204, [meta](/topic/meta) #3397, [ai](/topic/ai) #3979, [$meta](/topic/$meta) #61, [microsoft](/topic/microsoft) #1655, [$msft](/topic/$msft) #246, [growth](/topic/growth) #1862

**Top accounts mentioned or mentioned by**
[@mrchoudhury](/creator/undefined) [@grok](/creator/undefined) [@vjncapital](/creator/undefined) [@wealthmatica](/creator/undefined) [@william_r2rclub](/creator/undefined) [@dousek_equity](/creator/undefined) [@0xmountain](/creator/undefined) [@fiscorainvest](/creator/undefined) [@toninafairvalue](/creator/undefined) [@koencrypto](/creator/undefined) [@amadosuni](/creator/undefined) [@agarwoodcapital](/creator/undefined) [@_leapoptionscp_](/creator/undefined) [@brokentoysinv](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@trevhesinvests](/creator/undefined) [@swingtraderphix](/creator/undefined) [@paperapplepie](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@findleysfinance](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/microsoft) [Mastercard, Inc. (MA)](/topic/$ma) [MercadoLibre Inc (MELI)](/topic/$meli) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc.  (DUOL)](/topic/$duol) [UnitedHealth Group (UNH)](/topic/$unh) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Fair Isaac, Corp. (FICO)](/topic/$fico) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi) [Advanced Micro Devices (AMD)](/topic/$amd) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Salesforce Inc (CRM)](/topic/$crm) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [ZetaChain (ZETA)](/topic/$zeta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [monday.com Ltd. (MNDY)](/topic/$mndy) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Limitus (LMT)](/topic/$lmt) [DoorDash Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash) [Spotify Technology (SPOT)](/topic/$spot) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [4 (FOUR)](/topic/$four) [Dollar General Corp (DG)](/topic/dollar-general-corp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Netflix spends $18B/year on content to compete for attention. YouTubes content spend is basically $0. Yet YouTube Ads alone generates almost as much revenue as all of Netflix: - Netflix TTM: $45.18B - YouTube Ads TTM: $39.46B Same attention economy. $GOOGL $NFLX"  
[X Link](https://x.com/qualtrim/status/2015409316707422326)  2026-01-25T13:00Z 24K followers, 380K engagements


"These companies arent supposed to trade like meme stocks. - Moody's: -8.9% - S&P Global: -11.3% Rare opportunity. $MCO $SPGI"  
[X Link](https://x.com/qualtrim/status/2019015126628626936)  2026-02-04T11:48Z 24K followers, 42.4K engagements


"3. $ADBE - Adobe Inc: -62%"  
[X Link](https://x.com/qualtrim/status/2021287273858572297)  2026-02-10T18:16Z 24K followers, 58K engagements


"5. $CRM - Salesforce: -47%"  
[X Link](https://x.com/qualtrim/status/2021287279830917328)  2026-02-10T18:16Z 24K followers, 54.4K engagements


"7. $MNDY - Mondaycom: -83%"  
[X Link](https://x.com/qualtrim/status/2021287285883342891)  2026-02-10T18:16Z 24K followers, 52.3K engagements


"5. Franco-Nevada Corp. $FNV: +67.53% YTD"  
[X Link](https://x.com/qualtrim/status/1998726954191823001)  2025-12-10T12:10Z 24K followers, 38.2K engagements


"Most investors chase yield. The real money is made owning businesses that grow dividends for decades. Here are [--] compounding dividend-growth machines: [--]. Lockheed Martin: $LMT - 10Y Dividend = 8.06% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774156774523350)  2026-01-15T12:15Z 24K followers, 88.5K engagements


"12. $DASH - DoorDash: -34%"  
[X Link](https://x.com/qualtrim/status/2021287302245515683)  2026-02-10T18:17Z 24K followers, 48.5K engagements


"Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o"  
[X Link](https://x.com/qualtrim/status/2021631185496293572)  2026-02-11T17:03Z 24K followers, 64.8K engagements


"Can you name a more attractive chart than this Uber's operating income has more than 17x since the [----] inflection point. $UBER"  
[X Link](https://x.com/qualtrim/status/2021705818140266820)  2026-02-11T22:00Z 24K followers, 16.2K engagements


"Amazon's book value per share is outrageous. Each share was worth $5.58 in [----]. Today $133.24 per share. That's a +2200% increase. $AMZN"  
[X Link](https://x.com/qualtrim/status/2022287305659097552)  2026-02-13T12:30Z 24K followers, 36.1K engagements


"Fact: Meta's revenue business is 3.3X larger than Amazon's yet growing at the same rate. - Amazon Ads: +24% YoY - Meta Ads: +24% YoY Zuckerberg just guided for 30% YoY growth next quarter. $META $AMZN"  
[X Link](https://x.com/qualtrim/status/2016853662211993963)  2026-01-29T12:39Z 24K followers, 43.8K engagements


"Amazon's operating cash flow has grown by $92.76B since the [----] stagflation lows. A staggering +198% in just three years. $AMZN"  
[X Link](https://x.com/qualtrim/status/2021199977561596280)  2026-02-10T12:30Z 24K followers, 13.5K engagements


"Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77%"  
[X Link](https://x.com/qualtrim/status/2021287267860611475)  2026-02-10T18:16Z 24K followers, 577.4K engagements


"4. $ZETA - Zeta Global: -54%"  
[X Link](https://x.com/qualtrim/status/2021287276878143690)  2026-02-10T18:16Z 24K followers, 68.2K engagements


"Spotify is a compounding machine. The company has maintained a 5Y CAGR of 16%. $SPOT"  
[X Link](https://x.com/qualtrim/status/2022068202168013115)  2026-02-12T22:00Z 24K followers, 13.4K engagements


"Bill Ackman believe's that: "Meta's business model is one of the clearest beneficiaries of AI integration." $META"  
[X Link](https://x.com/qualtrim/status/2022309792333586898)  2026-02-13T14:00Z 24K followers, 14.8K engagements


"Here are [--] stocks that could extremely benefit from rate cuts are you ready [--]. Fair Isaac Corporation $FICO - The backbone of U.S. credit scoring. More lending = more credit checks = more FICO demand. A direct beneficiary of increased consumer borrowing"  
[X Link](https://x.com/qualtrim/status/1968280053646815314)  2025-09-17T11:45Z 24K followers, 20.5K engagements


"4/ Adobe $ADBE Drawdown: -19.5% YTD AI fears dominate headlines yet Creative Cloud remains unmatched and Adobe continues to compound. Asymmetrical opportunity"  
[X Link](https://x.com/qualtrim/status/1983136562335338596)  2025-10-28T11:39Z 24K followers, [----] engagements


"5/ Fair Isaac $FICO Drawdown: -15.3% YTD Monopoly-level pricing power shifting to subscription. Perhaps just a drawdown before the next leg higher"  
[X Link](https://x.com/qualtrim/status/1983136564524839178)  2025-10-28T11:39Z 24K followers, [----] engagements


"If you're hunting for value start here. Here are [--] stocks under a 20x forward multiple. 1) Adobe $ADBE Forward P/E 13.35x"  
[X Link](https://x.com/qualtrim/status/1991849042603590098)  2025-11-21T12:39Z 23.7K followers, 212.2K engagements


"2) Shift4 Payments $FOUR Forward P/E 10.32x"  
[X Link](https://x.com/qualtrim/status/1991849044704956801)  2025-11-21T12:39Z 21.6K followers, 25.1K engagements


"4. Dollar General Corp. $DG: +65.99% YTD"  
[X Link](https://x.com/qualtrim/status/1998726952107004120)  2025-12-10T12:10Z 24K followers, 36.6K engagements


"Constellation Software is trading at it's most attractive valuation in [--] years. FCF/yield 3.62% FWD P/E 29.55x P/S Ratio 6.19x $CSU.TO"  
[X Link](https://x.com/qualtrim/status/2000248146291777969)  2025-12-14T16:54Z 21.6K followers, 21.7K engagements


"This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI"  
[X Link](https://x.com/qualtrim/status/2001987294048436262)  2025-12-19T12:05Z 24K followers, 14.8K engagements


"Tesla is sitting on the largest cash balance in its history. $42.24B on the balance sheet. $TSLA"  
[X Link](https://x.com/qualtrim/status/2003442970222297241)  2025-12-23T12:30Z 24K followers, 2.6M engagements


"Index updates matter. Here are the [--] stocks added to the S&P400 MidCap in December: [--]. UiPath - $PATH - Pending addition: Jan 2nd [----] - Revenue: +16% YoY UiPath is an enterprise intelligent automation process ecosystem"  
[X Link](https://x.com/qualtrim/status/2003803408952897974)  2025-12-24T12:22Z 24K followers, 75.6K engagements


"2. UL Solutions $ULS - Joined: Dec [--] [----] - Revenue: +7.11% YoY UL Solutions delivers essential testing inspection and certification services across global supply chains"  
[X Link](https://x.com/qualtrim/status/2003803411313996160)  2025-12-24T12:22Z 24K followers, [----] engagements


"5. Dycom Industries $DY - Joined: Dec [--] [----] - Revenue: +14.30% YoY Dycom provides specialty contracting for telecom fiber and 5G infrastructure"  
[X Link](https://x.com/qualtrim/status/2003803418994131083)  2025-12-24T12:22Z 23.6K followers, [----] engagements


"Space is the next frontier. Here are the [--] space stocks that beat the market in 2025: [--]. $RKLB RocketLab Corp: +180.93% YTD"  
[X Link](https://x.com/qualtrim/status/2005980427081978222)  2025-12-30T12:32Z 22.7K followers, 258.4K engagements


"This stock isnt supposed to move like this. Moodys just received a major analyst upgrade: - Stifel: Hold Strong Buy - Price target raised to $574 $MCO"  
[X Link](https://x.com/qualtrim/status/2008512237947023386)  2026-01-06T12:13Z 24K followers, [----] engagements


"Bad news has plagued this stock. - SAFE Act of [----] - FDA warning letters - Profitability concerns - Novo Nordisk partnership termination - Amazon Pharmacy entering weight-loss meds Hims & Hers is down more than -42% in just [--] months. $HIMS"  
[X Link](https://x.com/qualtrim/status/2009969724717744544)  2026-01-10T12:45Z 24K followers, 28.4K engagements


"A year ago Applied Digital was doing $36.3M revenue post spin-off. They just reported $126.6M. Thats a +250% YoY increase. $APLD"  
[X Link](https://x.com/qualtrim/status/2010322111995523505)  2026-01-11T12:05Z 24K followers, [----] engagements


"Axon has now delivered [--] consecutive quarters of +25% YoY revenue growth. Every single quarter beat analyst expectations. $AXON"  
[X Link](https://x.com/qualtrim/status/2010683184292258172)  2026-01-12T12:00Z 24K followers, [----] engagements


"Duolingo looks cheap at first glance. Trading at 19.19x earnings. Remove the $222.7M one-time tax benefit and the P/E jumps to 45.8x. $DUOL"  
[X Link](https://x.com/qualtrim/status/2011053266180980925)  2026-01-13T12:30Z 24K followers, 64.4K engagements


"2. Snap-on Incorporated: $SNA - 10Y Dividend = 14.95% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774159664398759)  2026-01-15T12:15Z 24K followers, [----] engagements


"3. Lowe's Companies: $LOW - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774161979654595)  2026-01-15T12:15Z 23.9K followers, [----] engagements


"4. Caterpillar Inc: $CAT - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774164131332355)  2026-01-15T12:15Z 23.9K followers, [----] engagements


"PayPal is a tale of two realities. - 5Y stock: -77% - 5Y revenue: +61.8% At 9.8x forward earnings this is either a historic mispricing or massive value trap. $PYPL"  
[X Link](https://x.com/qualtrim/status/2012494324445921742)  2026-01-17T11:56Z 24K followers, 94.7K engagements


"Netflix is trading at the same levels it did in November [----] -33.5% from all-time highs. In that time free cash flows have climbed from $7B to nearly $9B. That's a 25.98% increase. $NFLX"  
[X Link](https://x.com/qualtrim/status/2012872605120843820)  2026-01-18T13:00Z 23.9K followers, 1.2M engagements


"Taiwan Semiconductor Manufacturing Company has hit it's highest cash balance in the company's history. They now have $96.8 billion on cash. $TSM"  
[X Link](https://x.com/qualtrim/status/2013593602878775329)  2026-01-20T12:45Z 24K followers, 15K engagements


"Berkshire Hathaway may be making its first major move since Warren Buffett stepped aside as CEO. Selling its 28% stake in Kraft Heinz While sitting on $381B in cash. $BRK.B $KHC"  
[X Link](https://x.com/qualtrim/status/2014009518041031059)  2026-01-21T16:17Z 21.6K followers, 76K engagements


"Zeta Global has reported [--] consecutive beat and raise quarters. Who else is doing this at scale $ZETA"  
[X Link](https://x.com/qualtrim/status/2014318379398582411)  2026-01-22T12:45Z 23.6K followers, 27.7K engagements


"SoFi reports earrings next Friday January 30th. Remember this is a company growing. - Revenues: +38% YoY - Memberships: +35% YoY - Lending Segment: +25% YoY - Financial Services Product: +37% YoY Stock: flat for 5-months. $SOFI"  
[X Link](https://x.com/qualtrim/status/2015046935778869721)  2026-01-24T13:00Z 22.7K followers, 67.6K engagements


"Micron has 5x its operating margin in the last [--] years while the market was distracted by Nvidia. Stock Price: 338% 1Y Operating margin: 45% Higher than: - AMD - Broadcom - Qualcomm Memory is cyclical but when it's in demand you should pay attention. $MU $AMD $AVGO"  
[X Link](https://x.com/qualtrim/status/2015759983640490345)  2026-01-26T12:13Z 24K followers, 13.6K engagements


"UnitedHealth just missed revenue guidance. Stock is -15% pre-market. Notable super investors have bought around these levels: - David Tepper - Michael Burry - Warren Buffett Price is back below $300. $UNH"  
[X Link](https://x.com/qualtrim/status/2016142428848234789)  2026-01-27T13:33Z 23.9K followers, 18.2K engagements


"UnitedHealth continues to compound fundamentals quarter after quarter. - Revenue: 11.81% TTM - Stock Price: -47.5% in the last year. That's a massive disconnect. $UNH"  
[X Link](https://x.com/qualtrim/status/2016492706457882780)  2026-01-28T12:45Z 24K followers, 31.3K engagements


"The last time Microsoft traded at 26x earnings was the [----] stagflation lows. Since then EPS is up +76.7%. Same multiple much bigger business. $MSFT"  
[X Link](https://x.com/qualtrim/status/2017009962233327799)  2026-01-29T23:00Z 22.4K followers, 38.9K engagements


""Today Apple is proud to report a remarkable record-breaking quarter with revenue of $143.8 billion up 16% from a year ago" Tim Cook Apple CEO $AAPL"  
[X Link](https://x.com/qualtrim/status/2017203674997522560)  2026-01-30T11:50Z 22.6K followers, [----] engagements


"SoFi just added [--] million new members in a single quarter (+34.8% YoY). For perspective Wells Fargo added 1.4M mobile active customers in all of [----]. $SOFI"  
[X Link](https://x.com/qualtrim/status/2017377225356509381)  2026-01-30T23:19Z 24K followers, 27.1K engagements


"Mastercard now has [---] billion cards in circulation globally. That means there is now nearly one Mastercard for every two people on Earth. Superiority. $MA"  
[X Link](https://x.com/qualtrim/status/2017391125527412951)  2026-01-31T00:15Z 23.8K followers, 19.1K engagements


"Mastercard is quietly becoming a payments OS. Value-Added Services (cybersecurity data fraud) grew +26% this quarter. That's a $500B TAM with 6.5% penetration. $MA"  
[X Link](https://x.com/qualtrim/status/2017600561973973096)  2026-01-31T14:07Z 24K followers, 35.4K engagements


"Visa officially processes [---] million transactions every single day. - Visa Debit Cards: [---] billion - Visa Credit Cards: [---] billion Card volumes are the key. $V"  
[X Link](https://x.com/qualtrim/status/2017934707099595241)  2026-02-01T12:15Z 23.8K followers, 12.1K engagements


"Fact: Microsoft has not missed a dividend increase since [----]. That's a [--] year consecutive streak. $MSFT"  
[X Link](https://x.com/qualtrim/status/2018097026970321169)  2026-02-01T23:00Z 23.8K followers, 32.5K engagements


"Massive cloud providers Google and Amazon report earnings this week. Microsoft reported: +39% YoY Azure growth +110% Cloud RPO Is the writing on the wall for Google Cloud and AWS $GOOGL $AMZN $MSFT"  
[X Link](https://x.com/qualtrim/status/2018305665312198792)  2026-02-02T12:49Z 23.8K followers, 46.1K engagements


"Palantir grew Total U.S. Customers (Gov + Comm) by another 49.5% this past quarter. They now have obtained [---] U.S. Customers. That's 3.8X since [----]. $PLTR"  
[X Link](https://x.com/qualtrim/status/2018649955536400682)  2026-02-03T11:37Z 22.6K followers, [----] engagements


"Palantir has a new largest cash balance ever with zero long-term debt. Their cash pile now sits at $7.2 billion. $PLTR"  
[X Link](https://x.com/qualtrim/status/2018655710897455216)  2026-02-03T12:00Z 24K followers, 142K engagements


"Fair Issac Corp. is down -8.5% today and -20% over the last month. Reminder 90% of all lending decisions in the USA use a FICO score. Scores are up 28% in the last [--] months. $FICO"  
[X Link](https://x.com/qualtrim/status/2018791778644804019)  2026-02-03T21:00Z 23.9K followers, 17.6K engagements


"Uber now trades at a 5.35% FCF yield. "Uber is a highly profitable and cash-generative growth machine" . "it's incredibly cheap." Bill Ackman $UBER"  
[X Link](https://x.com/qualtrim/status/2019018098091631018)  2026-02-04T12:00Z 24K followers, 31.9K engagements


""Data Center segment revenue increased 39% YoY to a record $5.4B led by accelerating Instinct MI350 Series GPU deployments" Lisa Su CEO $AMD"  
[X Link](https://x.com/qualtrim/status/2019029420686586316)  2026-02-04T12:45Z 24K followers, 13.8K engagements


"Two years ago Google Cloud made $266M in operating income. Just reported $5.3B at a 30.1% margin. Thats a 20x revolution. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019376709632688440)  2026-02-05T11:45Z 23.8K followers, 16.2K engagements


"Google Cloud just printed 48% YoY growth. Analysts are now projecting Cloud revenues to hit $87B in [----] or a 50% YoY increase. They too project 35-39% Operating Margins. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019384259610345681)  2026-02-05T12:15Z 23.9K followers, [----] engagements


"AWS acceleration has been explosive. Amazon's Cloud ARR is 74% larger than Microsoft yet has accelerated to 3-year highs of 24% YoY. AWS is a Juggernaut. $AMZN"  
[X Link](https://x.com/qualtrim/status/2019742871704805531)  2026-02-06T12:00Z 24K followers, 10.7K engagements


"YouTube remains the #1 streamer in the U.S. for nearly [--] years according to Nielsen. Platform did $40.37B with [---] million daily active users. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019901416693961177)  2026-02-06T22:30Z 23.8K followers, [----] engagements


"2. $NFLX: Netflix Stock: -38.7% Revenue: +15.8% TTM"  
[X Link](https://x.com/qualtrim/status/2020478272606285891)  2026-02-08T12:42Z 24K followers, 59K engagements


"4. $AMZN: Amazon Stock: -18.7% Revenue: +12.4% TTM"  
[X Link](https://x.com/qualtrim/status/2020478277253484738)  2026-02-08T12:42Z 24K followers, 55.2K engagements


"5. $META: Meta Platform Stock: -16.9% Revenue: +22.2% TTM"  
[X Link](https://x.com/qualtrim/status/2020478279866548359)  2026-02-08T12:42Z 24K followers, 54.4K engagements


"Super Bowl LX could be the most profitable ever. NBCU is projected to generate $800M-$1B. That's only 0.81% of total [----] revenues. #SuperBowlLX"  
[X Link](https://x.com/qualtrim/status/2020618645072924672)  2026-02-08T22:00Z 23.9K followers, [----] engagements


"Costcos Kirkland empire is only [---] warehouses worldwide roughly 8.6% of Walmarts global store count. Yet generates about 40% of Walmart's annual revenue. $COST $WMT"  
[X Link](https://x.com/qualtrim/status/2020830040435601724)  2026-02-09T12:00Z 24K followers, 14.3K engagements


"Meta has hit it's largest debt and cash levels in history. Debt: $58.7 billion. Cash: $81.6 billion. $META"  
[X Link](https://x.com/qualtrim/status/2020837588366496102)  2026-02-09T12:30Z 24K followers, 30K engagements


"Adobe trades at a 11.3x P/FCF. This is the lowest valuation Adobe has traded in more than [--] years. That's 66% discount to the historical-norm. $ADBE"  
[X Link](https://x.com/qualtrim/status/2021195037992943755)  2026-02-10T12:10Z 24K followers, 23.4K engagements


"Amazon Meta Microsoft and Google hit a combined $357.5B of CapEx spending in the last [--] months. The same group spent $251B in [----]. That's a massive 42% increase. $AMZN $META $MSFT $GOOGL"  
[X Link](https://x.com/qualtrim/status/2021211297313063160)  2026-02-10T13:15Z 24K followers, [----] engagements


"11. $MELI - MercadoLibre: -22%"  
[X Link](https://x.com/qualtrim/status/2021287299057844461)  2026-02-10T18:17Z 24K followers, 49.9K engagements


"Duolingo reported [-----] million monthly active users in Q3. What impact do you think the Super Bowl had $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/qualtrim/status/2021332093301666075)  2026-02-10T21:15Z 24K followers, 26.1K engagements


"Amazon AWS backlog just got updated. Balance is now at $244b up +40% YoY. Google Cloud's backlog is almost equivalent now at $240b. $AMZN $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019736824516952321)  2026-02-06T11:35Z 24K followers, 41.1K engagements


"Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI"  
[X Link](https://x.com/qualtrim/status/1992928872275538344)  2025-11-24T12:10Z 24K followers, 440.7K engagements


"Mastercard has traded at the same earnings multiple for nearly three years. Meanwhile cash flows have skyrocketed +89.7%. $MA"  
[X Link](https://x.com/qualtrim/status/2021563897124475203)  2026-02-11T12:36Z 24K followers, 19.6K engagements


"AppLovin's stock price is fundamentally disconnected from it's operating cash flows. The company is guiding +52% YoY growth. Trading at 24x forward earnings. $APP"  
[X Link](https://x.com/qualtrim/status/2022294690004177044)  2026-02-13T13:00Z 24K followers, 34.7K engagements


"Nebius AI revenue grew by 830% YoY and reported $551 ARR significantly more than they did in September [----]. That's more than double the ARR in a single quarter. They sold out of capacity again. $NBIS"  
[X Link](https://x.com/qualtrim/status/2022665369836572780)  2026-02-14T13:32Z 24K followers, [----] engagements


"At Qualtrim we believe great research shouldn't cost a fortune. 7-day free trial. Full access: $8.25/month. Stop overpaying and enjoy institutional-grade analytics right now. Serious tools for serious investors"  
[X Link](https://x.com/qualtrim/status/1988947457594781753)  2025-11-13T12:30Z 24K followers, 130.5K engagements


"Google just posted the largest debt balance in its history. Now at $59.29 billion. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019421257935294704)  2026-02-05T14:42Z 24K followers, 78.6K engagements


"In the first quarter our revenue growth is 35% . I would be incredibly disappointed if our first quarter was the fastest quarter of the year. Anthony Noto $SOFI"  
[X Link](https://x.com/qualtrim/status/2020114349004607776)  2026-02-07T12:36Z 24K followers, 41.3K engagements


"Microsoft's Cloud RPO is 29% larger than the backlogs of AWS and Google Cloud combined. Put that into perspective. $MSFT $AMZN $GOOGL"  
[X Link](https://x.com/qualtrim/status/2020163994120557032)  2026-02-07T15:53Z 24K followers, 48.2K engagements


"These are [--] large-cap stocks where price and fundamentals are completely disconnected. [--]. $MELI: MercadoLibre Stock: -30.5% Revenue: +38% TTM"  
[X Link](https://x.com/qualtrim/status/2020478270429429767)  2026-02-08T12:42Z 24K followers, 491K engagements


"3. $MSFT: Microsoft Stock: -27.8% Revenue: +16.7% TTM"  
[X Link](https://x.com/qualtrim/status/2020478275101880565)  2026-02-08T12:42Z 24K followers, 55.5K engagements


"Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META"  
[X Link](https://x.com/qualtrim/status/2020486521804247119)  2026-02-08T13:15Z 24K followers, 83K engagements


"2. $UBER - Uber Technologies: -27%"  
[X Link](https://x.com/qualtrim/status/2021287270435664221)  2026-02-10T18:16Z 24K followers, 60.4K engagements


"6. $NOW - ServiceNow: -55%"  
[X Link](https://x.com/qualtrim/status/2021287282817278090)  2026-02-10T18:16Z 24K followers, 53.5K engagements


"8. $AMZN - Amazon: -19%"  
[X Link](https://x.com/qualtrim/status/2021287288349524337)  2026-02-10T18:16Z 24K followers, 50.7K engagements


"9. $SPGI - S&P Global: -28%"  
[X Link](https://x.com/qualtrim/status/2021287291390447661)  2026-02-10T18:16Z 24K followers, 49.7K engagements


"10. $INTU - Intuit: -47%"  
[X Link](https://x.com/qualtrim/status/2021287294401974375)  2026-02-10T18:16Z 24K followers, 48.6K engagements


"Microsoft reported Net Income growth of +24% YoY and Azure Cloud growth of +39% YoY. Meanwhile the stock trades at [----] valuations. Interesting. $MSFT"  
[X Link](https://x.com/qualtrim/status/2021569922409824267)  2026-02-11T13:00Z 24K followers, 19.6K engagements


"Duolingo has now erased over 80% of its market cap since the highs. Its a $5B company again. $DUOL"  
[X Link](https://x.com/qualtrim/status/2021917397016342715)  2026-02-12T12:00Z 24K followers, 22.3K engagements


"ServiceNow is embedded in 85% of the Fortune [---]. 90% of its own IT tickets are resolved by AI zero humans. The stock is trading like somethings broken. $NOW"  
[X Link](https://x.com/qualtrim/status/2021924749278933025)  2026-02-12T12:30Z 24K followers, 59.8K engagements


""We will be capacity constrained for the next couple of years. We will sell every single server and every single bit. We will wish that we had more." Matt Garman AWS CEO $AMZN"  
[X Link](https://x.com/qualtrim/status/2022339997127291306)  2026-02-13T16:00Z 24K followers, 42K engagements


"TSMC has a 72% monopoly over the AI industry. As a result they're growing AI revenues by +50% CAGR and could hit an operating margin of 54-56% by early [----]. $TSM"  
[X Link](https://x.com/qualtrim/status/2022640190167433620)  2026-02-14T11:52Z 24K followers, 21.7K engagements


"On AI CapEx spending: If we end up misspending a couple $100 billion dollars I think that is going to be very unfortunate. But I actually think the risk is higher on the other side Mark Zuckerberg CEO $META"  
[X Link](https://x.com/qualtrim/status/2022842254499491918)  2026-02-15T01:15Z 24K followers, [----] engagements


"Novo Nordisk is down -56.85% in a year but the fundamentals keep compounding. Is the market gifting you an opportunity here $NVO"  
[X Link](https://x.com/qualtrim/status/1968638635781030352)  2025-09-18T11:30Z 24K followers, 23K engagements


"Google Waymo is safer than humans. - 400% ride growth in [--] year - 91% fewer severe crashes - 92% fewer pedestrian crashes With scale and safety on its side does Waymo become the default robotaxi platform $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1968644925060235304)  2025-09-18T11:55Z 24K followers, 27.3K engagements


"Dev Kantesaria calls ASML the most predictable way to invest in the AI supercycle. When rivals are [----] years behind does ASML have the strongest MOAT on the market $ASML"  
[X Link](https://x.com/qualtrim/status/1969362730227286304)  2025-09-20T11:27Z 24K followers, 20.3K engagements


""We're moving into the digital labor revolution it's this $3-12T opportunity it involves agents and digital agents in an agentic age." Marc Benioff Salesforce CEO $CRM"  
[X Link](https://x.com/qualtrim/status/1969382283015524804)  2025-09-20T12:45Z 24K followers, 24.8K engagements


"PayPal is a buyback machine. In just two years theyve retired nearly 200M shares. Management has approved an additional $20B worth of buybacks. Is PayPal underrated $PYPL"  
[X Link](https://x.com/qualtrim/status/1970091959122309334)  2025-09-22T11:45Z 24K followers, 57K engagements


"Google Clouds margins doubled in one year now 20.7%. Is this just the beginning of a Cloud profit run $GOOG $GOOGL"  
[X Link](https://x.com/qualtrim/status/1970103285634781680)  2025-09-22T12:30Z 24K followers, 23.1K engagements


"10 Stock Market Buyback Machines. 📉 These companies are aggressively reducing their share count as a result rewarding long-term holders. [--]. Apple $AAPL - 5Y CAGR -3% - $110B program authorized. Apple has retired over 40% of its shares since 2013"  
[X Link](https://x.com/qualtrim/status/1970448454817341483)  2025-09-23T11:21Z 24K followers, 52.6K engagements


"Super-investors heavily bought UnitedHeath in Q2: - Warren Buffet: New Buy - Michael Burry: New Buy - Stephen Mandel: New Buy - Dodge & Cox: +117% - David Tepper: +1300% - Christopher Davis: +2234% Have they spotted an opportunity $UNH"  
[X Link](https://x.com/qualtrim/status/1970825543080890785)  2025-09-24T12:20Z 24K followers, 32.8K engagements


"Amazons [----] earnings slump is now a distant memory. From losses to $70B up 132% in just two years. A textbook profitability turnaround. $AMZN"  
[X Link](https://x.com/qualtrim/status/1971175349720617467)  2025-09-25T11:30Z 24K followers, 10.4K engagements


""Nvidia is about 8% of market cap weight but also 7% of the earnings. So it's not necessarily distorting equity valuations." Tom Lee Do you think there is an AI bubble $NVDA"  
[X Link](https://x.com/qualtrim/status/1971915223398269117)  2025-09-27T12:30Z 24K followers, 50.8K engagements


"Buy one sell one: Would you buy Google and sell Amazon or buy Amazon and sell Google $AMZN $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1973047686246130161)  2025-09-30T15:30Z 24K followers, 112.3K engagements


"AMDs free cash flow per share is surging. After a tough [----] FCF/share is up 197% YoY and approaching prior highs. Is AMD best AI bet going into [----] $AMD"  
[X Link](https://x.com/qualtrim/status/1973364776026906818)  2025-10-01T12:30Z 24K followers, 29.2K engagements


"In [----] Netflix hit its so-called doomsday moment. Since then the stock is up 500%. Another controversy is here. are you really betting against them $NFLX"  
[X Link](https://x.com/qualtrim/status/1974820617732907096)  2025-10-05T12:55Z 24K followers, 25.7K engagements


"Wells Fargo just raised it's AWS outlook: - 2026: +22.1% growth - 2027: +23.5% growth If AWS accelerates again how does that reprice Amazon $AMZN"  
[X Link](https://x.com/qualtrim/status/1975161614585471120)  2025-10-06T11:30Z 24K followers, 25.2K engagements


"The conversation I had when they hired me was if youre looking for a caretaker to just continue the business please dont choose me. I am not that. Alex Chriss CEO Is PayPal the sleeper stock $PYPL"  
[X Link](https://x.com/qualtrim/status/1975897714669052059)  2025-10-08T12:15Z 24K followers, 18.8K engagements


"A reminder that Googles moat isnt just in data its in operational excellence. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1976618728973586633)  2025-10-10T12:00Z 24K followers, 13.2K engagements


"Out of the [--] largest companies on the market only Amazon remains to be red YTD. With a market pull back on Friday are you buying $AMZN $AAPL $META $MSFT $GOOGL $NVDA $AVGO"  
[X Link](https://x.com/qualtrim/status/1976973554663985161)  2025-10-11T11:30Z 24K followers, 18.3K engagements


"Buy and hold free cash flow machines. Is it really that simple We tend to stick to companies that are gushing free cash flow huge returns on capital meaning they deploy their capital well. Joel Greenblatt $ADBE"  
[X Link](https://x.com/qualtrim/status/1977335943968563348)  2025-10-12T11:30Z 24K followers, 24K engagements


"Uber was $74.60/share when Bill Ackman said: Remarkably it can still be purchased at a massive discount to its intrinsic value. Is Uber still a buy today $UBER"  
[X Link](https://x.com/qualtrim/status/1977343492449005829)  2025-10-12T12:00Z 24K followers, 40.8K engagements


"Mastercard is a free cash flow Machine. - 10Y FCF CAGR 16.63% $MA"  
[X Link](https://x.com/qualtrim/status/1977354816201388305)  2025-10-12T12:45Z 24K followers, 38.1K engagements


"Is the AI race Google's to lose "We processed over [---] Quadrillion tokens last month - that's [----------------] tokens" Demis Hassabis DeepMind CEO $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1977698331527954916)  2025-10-13T11:30Z 24K followers, 14.9K engagements


"Why aren't you buying Amazon - Flat YTD. - 2Y low P/E. - Record Operating Margin. - Record Revenue. - Record EPS. $AMZN"  
[X Link](https://x.com/qualtrim/status/1978059458833187036)  2025-10-14T11:25Z 24K followers, 168.8K engagements


"Waymo expands to London in [----]. Is Google the leader in robo-taxi technology $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1978413667067572665)  2025-10-15T10:52Z 24K followers, 20.6K engagements


"Everyones chasing the next AI winner. 1/ Meanwhile Amazon just pulled off one of the best turnarounds in mega-cap history. Heres the data: $AMZN"  
[X Link](https://x.com/qualtrim/status/1979510724943655173)  2025-10-18T11:31Z 24K followers, 39.5K engagements


"AWS revenue acceleration is the key to the reversal of share underperformance YTD. Wells Fargo upgrades Amazon to Overweight. $AMZN"  
[X Link](https://x.com/qualtrim/status/1979521595787079710)  2025-10-18T12:15Z 24K followers, 30.8K engagements


"Yesterdays AWS outage revealed something bigger. Amazons dominance in cloud infrastructure. Market share Today: [--]. Amazon Web Services (AWS): 30% [--]. Microsoft Azure: 20% [--]. Google Cloud: 13% [--]. Alibaba Cloud: 4% $AMZN $MSFT $GOOGL $BABA"  
[X Link](https://x.com/qualtrim/status/1980604986674270443)  2025-10-21T12:00Z 24K followers, 27.5K engagements


"Analysts just raised their Google price targets. - Oppenheimer raised PT $300 - BofA raised PT $280 $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1981016445975945444)  2025-10-22T15:15Z 24K followers, 54K engagements


"Amazon has earnings in one week. Analysts just updated their ratings: - Benchmark reiterates PT $260 - Goldman raised PT $275 $AMZN"  
[X Link](https://x.com/qualtrim/status/1981322209252499729)  2025-10-23T11:30Z 24K followers, 86K engagements


"Google could reach $520/share by [----] if: [--]. FCF/share compounds at a 10% CAGR. [--]. FCF Yield holds around 1.7%. How are you not long Google $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1981680166175993954)  2025-10-24T11:12Z 24K followers, 25.3K engagements


"PayPal is down 65% yet revenue is up $11B in five years. Value play or value trap $PYPL"  
[X Link](https://x.com/qualtrim/status/1981692157015576678)  2025-10-24T12:00Z 24K followers, 71.7K engagements


"Analysts continue to turn more bullish on Google pre-earnings: - Raymond James raised PT $275 - Stifel raised PT $292 - Bernstein raised PT $260 $GOOGL $GOOG Analysts just raised their Google price targets. - Oppenheimer raised PT $300 - BofA raised PT $280 $GOOGL $GOOG https://t.co/Oqv7eamPcH Analysts just raised their Google price targets. - Oppenheimer raised PT $300 - BofA raised PT $280 $GOOGL $GOOG https://t.co/Oqv7eamPcH"  
[X Link](https://x.com/qualtrim/status/1982048713246658836)  2025-10-25T11:36Z 24K followers, 58.8K engagements


"Analysts keep raising Amazon price targets ahead of Q3 earnings: - Stifel raises PT $269 - Wedbush raises PT $280 - Keybanc initiates a buy $300 $AMZN Amazon has earnings in one week. Analysts just updated their ratings: - Benchmark reiterates PT $260 - Goldman raised PT $275 $AMZN https://t.co/kDJuVPUEY4 Amazon has earnings in one week. Analysts just updated their ratings: - Benchmark reiterates PT $260 - Goldman raised PT $275 $AMZN https://t.co/kDJuVPUEY4"  
[X Link](https://x.com/qualtrim/status/1982054537163895096)  2025-10-25T12:00Z 24K followers, 76.4K engagements


"Why does a semiconductor company have better margins than the cloud Microsoft 36% Amazon 11% Google 29% Meta 39% Nvidia 57% $NVDA"  
[X Link](https://x.com/qualtrim/status/1982412048723300592)  2025-10-26T11:40Z 24K followers, 34.7K engagements


"Pershing Square CIO Ryan Israel says they bought Amazon at an extremely attractive valuation during the April dip. Bill Ackman now owns a 9% stake. That means Bill Ackman bought under a 30x P/E ratio. $AMZN"  
[X Link](https://x.com/qualtrim/status/1982420697868636565)  2025-10-26T12:15Z 24K followers, 37.9K engagements


"Microsofts revenue has compounded for nearly [--] years straight. The big money is not in the buying and selling but in the waiting. Charlie Munger $MSFT"  
[X Link](https://x.com/qualtrim/status/1982429504619336123)  2025-10-26T12:50Z 24K followers, 17.9K engagements


"Is SoFi the best fintech play on the market "Given our strong first half of the year for [----] we now expect to add over [--] million members which represents approximately 30% YoY growth." Chris Lapointe SoFi CFO $SOFI"  
[X Link](https://x.com/qualtrim/status/1982771761172410412)  2025-10-27T11:30Z 24K followers, 23.1K engagements


"Margins up. Growth intact. Execution flawless. If Amazon isnt a buy here when is it $AMZN"  
[X Link](https://x.com/qualtrim/status/1983126607918493796)  2025-10-28T11:00Z 24K followers, 22.7K engagements


"Google reports Q3 this afternoon. All eyes on Google Cloud can it deliver +30% growth again $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1983488986225283234)  2025-10-29T11:00Z 24K followers, 20.6K engagements


"Price targets keep rising heading into Googles Q3 earnings. - Keybanc raised PT $300 - JP Morgan raised PT $300 Beat hit or miss $GOOGL $GOOG Analysts continue to turn more bullish on Google pre-earnings: - Raymond James raised PT $275 - Stifel raised PT $292 - Bernstein raised PT $260 $GOOGL $GOOG https://t.co/fToxcYrQ6Y Analysts continue to turn more bullish on Google pre-earnings: - Raymond James raised PT $275 - Stifel raised PT $292 - Bernstein raised PT $260 $GOOGL $GOOG https://t.co/fToxcYrQ6Y"  
[X Link](https://x.com/qualtrim/status/1983501568667189421)  2025-10-29T11:50Z 24K followers, 25.1K engagements


"Is Amazon a long-term must buy Anthropics next Claude model is being trained on [------] of Amazons Trainium2 chips set to double by end of year. $AMZN"  
[X Link](https://x.com/qualtrim/status/1984576156012855301)  2025-11-01T11:00Z 24K followers, 14.9K engagements


"When does MercadoLibre become too good to ignore - Revenue: +38% YoY - Profit Margin: 13% - FCF Growth: +168% YoY - FCF Yield: 4.9% $MELI"  
[X Link](https://x.com/qualtrim/status/1984610122824552477)  2025-11-01T13:15Z 24K followers, 57.6K engagements


"The duopoly continues. Visa and Mastercard each expanded total branded cards by 8% in Q3. $V $MA"  
[X Link](https://x.com/qualtrim/status/1984957411388715089)  2025-11-02T12:15Z 24K followers, 24.3K engagements


"Google Cloud just ended the quarter with $155B in backlog up 78% YoY. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1985332493453574635)  2025-11-03T13:05Z 24K followers, 16K engagements


"Analysts keep raising the bar for Amazon: - Rosenblatt Maintains PT $305 - Mizuho Raised PT $315 $AMZN"  
[X Link](https://x.com/qualtrim/status/1985754579439440000)  2025-11-04T17:02Z 24K followers, 17.4K engagements


"Every core Duolingo metric is hitting record highs. - DAUs: All-time high - MAUs: All-time high - Sub Revenue: All-time high - Paid Subscribers: All-time high Yet the stock is down -20%. Sometimes price doesnt reflect performance. $DUOL"  
[X Link](https://x.com/qualtrim/status/1986403192834249134)  2025-11-06T12:00Z 24K followers, 57K engagements


"Meta is down over 20%. A $15.9B one-time non-cash tax charge skewed the results without it earnings wouldve been a clear beat. Now trading at 21x forward earnings. $META"  
[X Link](https://x.com/qualtrim/status/1986780680907374865)  2025-11-07T13:00Z 24K followers, 166K engagements


"Meta's CAPEX spending has more than doubled in [--] year. Do you trust Zuck $META"  
[X Link](https://x.com/qualtrim/status/1987494527461200033)  2025-11-09T12:16Z 24K followers, 33.1K engagements


""Investing is a business where you can look very silly for a long period of time before you are proven right." Bill Ackman $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1987501676551442829)  2025-11-09T12:45Z 24K followers, 30.2K engagements


"Price targets keep going up for Amazon Analysts are bullish: - Mizuho raises PT $315 - Wells Fargo raises PT $292 - Canaccord raises PT $300 - Citigroup raises PT $320 $AMZN Analysts keep raising Amazon price targets ahead of Q3 earnings: - Stifel raises PT $269 - Wedbush raises PT $280 - Keybanc initiates a buy $300 $AMZN https://t.co/LJrQpcEtvV Analysts keep raising Amazon price targets ahead of Q3 earnings: - Stifel raises PT $269 - Wedbush raises PT $280 - Keybanc initiates a buy $300 $AMZN https://t.co/LJrQpcEtvV"  
[X Link](https://x.com/qualtrim/status/1987509226063942078)  2025-11-09T13:15Z 24K followers, 34.6K engagements


"Amazon could hit $430/share by [----]. That's a 21.5%/year return. Only if Amazon maintains a 5Y EPS CAGR of 25% and demands a multiple of 30x. $AMZN"  
[X Link](https://x.com/qualtrim/status/1987852748940104161)  2025-11-10T12:00Z 24K followers, 39K engagements


"Perhaps the future of Search is just AI Search. Googles Search AI Mode now has over [--] million daily active users. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1988222678059413715)  2025-11-11T12:30Z 24K followers, 21.1K engagements


"Super investor Li Lu has returned 30% annually since [----]. Last quarter he opened a new position PDD Holdings. Its now 18% of his portfolio. $PDD"  
[X Link](https://x.com/qualtrim/status/1988230236463366373)  2025-11-11T13:00Z 24K followers, 309.8K engagements


"Find another company compounding revenue 30%+ and beating guidance [--] straight quarters. You won't that's MercadoLibre. $MELI"  
[X Link](https://x.com/qualtrim/status/1988577515850662224)  2025-11-12T12:00Z 24K followers, 39.3K engagements


"UnitedHealth is down -35% this year. The business is still compounding. Still dominant. Except the valuation now below the 5Y average. $UNH"  
[X Link](https://x.com/qualtrim/status/1988585065769492741)  2025-11-12T12:30Z 24K followers, 22.1K engagements


"Lisa Su just dropped a bombshell. In data center AI AMD aims to drive revenue CAGR of more than 80% over the next 3-5 years. If she's right we're early in this story. $AMD"  
[X Link](https://x.com/qualtrim/status/1988939909420515608)  2025-11-13T12:00Z 24K followers, 15.3K engagements


"Google is in a different league. Waymo announced they reached 100M+ public FSD miles as of July [----]. Meanwhile Telsa has hit 50k internal FSD miles. $GOOGL $GOOG $TSLA"  
[X Link](https://x.com/qualtrim/status/1988955008063398150)  2025-11-13T13:00Z 24K followers, 64.5K engagements


"Super investor Chuck Akre just made a major move. In Q3 he increased his FICO position by +2751%. Long-term investors take note. $FICO"  
[X Link](https://x.com/qualtrim/status/1989309843576897692)  2025-11-14T12:30Z 24K followers, 26.5K engagements


"Warren Buffett's Berkshire Hathaway adds [----] million shares of Google in Q3. That's a 1.6% position. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1989461913454182809)  2025-11-14T22:34Z 24K followers, 64.5K engagements


"Super investor Chris Hohn increased his Visa position by nearly 50%. Visa now makes up 18.2% of the TCI Fund. $V"  
[X Link](https://x.com/qualtrim/status/1989675435664576764)  2025-11-15T12:42Z 24K followers, 37.9K engagements


"Top [--] Super Investor buys of Q3 follow the smart money: [--]. UnitedHealth $UNH Nine Super Investors increased their UnitedHealth stake last quarter"  
[X Link](https://x.com/qualtrim/status/1990043606078624166)  2025-11-16T13:05Z 24K followers, 258.7K engagements


"I feel like a horses ass for not identifying Google earlier we screwed up. Charlie Munger Turns out Buffetts final move as Berkshire CEO was buying $4.3B of Google. What a chapter. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/1990389475906556172)  2025-11-17T12:00Z 24K followers, 48K engagements

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