[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.] #  @qualtrim Qualtrim Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past X years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen XX% in just one month. ### Engagements: XXXXXX [#](/creator/twitter::1927933140754124802/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +92% ### Mentions: XX [#](/creator/twitter::1927933140754124802/posts_active)  - X Week XX -XX% - X Month XXX +115% ### Followers: XXXXX [#](/creator/twitter::1927933140754124802/followers)  - X Week XXXXX +8.70% - X Month XXXXX +50% ### CreatorRank: XXXXXXX [#](/creator/twitter::1927933140754124802/influencer_rank)  ### Social Influence [#](/creator/twitter::1927933140754124802/influence) --- **Social category influence** [stocks](/list/stocks) #4391 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #6638 [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [vc firms](/list/vc-firms) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$amzn](/topic/$amzn) #24, [$googl](/topic/$googl) #3510, [asml](/topic/asml) #11, [$asml](/topic/$asml) #6, [$msft](/topic/$msft) #243, [stocks](/topic/stocks) #4270, [$goog](/topic/$goog) #73, [goog](/topic/goog) #58, [cash flow](/topic/cash-flow) #192, [amzn](/topic/amzn) XXXX% **Top accounts mentioned or mentioned by** [@wealthmatica](/creator/undefined) [@number1invest_](/creator/undefined) [@stockstormx](/creator/undefined) [@joshvir001](/creator/undefined) [@francescom36174](/creator/undefined) [@yoorae](/creator/undefined) [@mycreditjourney](/creator/undefined) [@ok_surf](/creator/undefined) [@grok](/creator/undefined) [@92shafee](/creator/undefined) [@thevalueden](/creator/undefined) [@khadija_koroma](/creator/undefined) [@br6276john](/creator/undefined) [@markmarshad_](/creator/undefined) [@rohitsh45179681](/creator/undefined) [@roquenubloinvst](/creator/undefined) [@marketprophit](/creator/undefined) [@digital1busines](/creator/undefined) [@nosy24713583](/creator/undefined) [@matrixripper](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Taiwan Semiconductor (TSM)](/topic/$tsm) [General Electric Company (GE)](/topic/$ge) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [S&P Global Inc (SPGI)](/topic/$spgi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [ServiceNow Inc (NOW)](/topic/servicenow) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Reddit, Inc. (RDDT)](/topic/$rddt) [Dash (DASH)](/topic/$dash) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Invesco Ltd. (IVZ)](/topic/$ivz) [Amerco (UHAL)](/topic/$uhal) [Alliance Fan Token (ALL)](/topic/$all) [Snap, Inc. (SNAP)](/topic/$snap) [Mastercard, Inc. (MA)](/topic/$ma) [Effect.AI (EFX)](/topic/$efx) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Moody's Corporation (MCO)](/topic/$mco) [Bank of America (BAC)](/topic/bank-of-america) [American Express Company (AXP)](/topic/$axp) [JPMorgan Chase (JPM)](/topic/$jpm) [Basis Cash (BAC)](/topic/$bac) [Intel Corporation (INTC)](/topic/$intc) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) ### Top Social Posts [#](/creator/twitter::1927933140754124802/posts) --- Top posts by engagements in the last XX hours "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) [@qualtrim](/creator/x/qualtrim) 2025-10-14T11:25Z 8587 followers, 163.7K engagements "Rocket Lab is up +584% in just one year. What happens when Neutron launches $RKLB" [X Link](https://x.com/qualtrim/status/1977734889035165866) [@qualtrim](/creator/x/qualtrim) 2025-10-13T13:55Z 8584 followers, 7970 engagements "Spotify is an under-appreciated high-quality compounding machine. Over the past two years free cash flow is up +900%. Is Spotify still a long-term buy from here $SPOT" [X Link](https://x.com/qualtrim/status/1973723387923968067) [@qualtrim](/creator/x/qualtrim) 2025-10-02T12:15Z 8587 followers, 17.6K engagements "Out of the X 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) [@qualtrim](/creator/x/qualtrim) 2025-10-11T11:30Z 8584 followers, 18K engagements "These XX rare businesses with MOATs so wide they define their industries scored 1-10. X. ASML - $ASML - MOAT Rating: 10/10 The only company in the world that can build EUV lithography machines. Decades ahead of competition essential to every advanced semiconductor produced" [X Link](https://x.com/qualtrim/status/1966117978665029902) [@qualtrim](/creator/x/qualtrim) 2025-09-11T12:33Z 8581 followers, 112.4K engagements "The hyperscaler race is accelerating. - Oracle $452B RPO - Microsoft $297B RPO - Amazon $196B RPO - Google $108B RPO Is this demand a bubble or the real deal $ORCL $MSFT $AMZN $GOOGL" [X Link](https://x.com/qualtrim/status/1971537735753339041) [@qualtrim](/creator/x/qualtrim) 2025-09-26T11:30Z 8526 followers, 95K engagements "Here are X stocks that could extremely benefit from rate cuts are you ready X. 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) [@qualtrim](/creator/x/qualtrim) 2025-09-17T11:45Z 8546 followers, 20.4K engagements "A reminder that Googles moat isnt just in data its in operational excellence. $GOOGL $GOOG" [X Link](https://x.com/qualtrim/status/1976618728973586633) [@qualtrim](/creator/x/qualtrim) 2025-10-10T12:00Z 8587 followers, 12.8K engagements "In 2022 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) [@qualtrim](/creator/x/qualtrim) 2025-10-05T12:55Z 8584 followers, 24.9K engagements "ServiceNow may be a quiet opportunity. Stock: -XX% YTD FCF/share: +25% YTD When price and fundamentals diverge patient investors often win. $NOW" [X Link](https://x.com/qualtrim/status/1979162980173648198) [@qualtrim](/creator/x/qualtrim) 2025-10-17T12:30Z 8587 followers, 4605 engagements "Hims & Hers CEO Andrew Dudum calls at-home testing "foundational" unlocking new membership models. Are they shaping healthcares next great subscription platform $HIMS" [X Link](https://x.com/qualtrim/status/1973353450512531662) [@qualtrim](/creator/x/qualtrim) 2025-10-01T11:45Z 8537 followers, 16.1K engagements "Salesforce is now guiding for +10% organic revenue growth again. What will it take for investors to become bullish again $CRM" [X Link](https://x.com/qualtrim/status/1979147883904471119) [@qualtrim](/creator/x/qualtrim) 2025-10-17T11:30Z 8588 followers, 5440 engagements "In X years AMDs growth engine has shifted rapidly. - Client XXXXX% - Gaming -XXXX% - Embedded XXXX% - Data Center XXXXX% $AMD" [X Link](https://x.com/qualtrim/status/1975883873515938163) [@qualtrim](/creator/x/qualtrim) 2025-10-08T11:20Z 8584 followers, 9106 engagements "5. Chase Coleman Tiger Global Management Key highlights from Q2 - $CHYM: New Position - $AMZN: Added XXXXX% - $RDDT: Added XXXXX% - $CRWD: Sold XXXXX% - $NOW: Sold XXXXX% - $DASH: Sold XXXXX% - $PDD: Exited Position As per usual Tiger Global saw a lot of portfolio changes" [X Link](https://x.com/qualtrim/status/1967558208924549309) [@qualtrim](/creator/x/qualtrim) 2025-09-15T11:56Z 8563 followers, 2932 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) [@qualtrim](/creator/x/qualtrim) 2025-09-24T12:20Z 8537 followers, 31.9K engagements "Perhaps the two most important companies in todays modern economy. $ASML $TSM" [X Link](https://x.com/qualtrim/status/1975531557373845834) [@qualtrim](/creator/x/qualtrim) 2025-10-07T12:00Z 8587 followers, 49K engagements "6. Nelson Peltz Trian Fund Management Key highlights from Q2 - $IVZ: Sold XXXXX% - $UHAL: Sold XXXXX% - $ALL: Sold XXXXX% Trian Fund continues to be focused on $GE Aerospace and $JNG" [X Link](https://x.com/qualtrim/status/1967558211982295361) [@qualtrim](/creator/x/qualtrim) 2025-09-15T11:56Z 8563 followers, 2008 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) [@qualtrim](/creator/x/qualtrim) 2025-10-12T11:30Z 8584 followers, 23.2K engagements "Lululemon is trading near its all-time low P/E ratio. - 2009 8.0x - 2025 11.5x Is Lululemon a screaming buy or a value trap in disguise $LULU" [X Link](https://x.com/qualtrim/status/1978428138209304701) [@qualtrim](/creator/x/qualtrim) 2025-10-15T11:50Z 8587 followers, 9609 engagements "Snapchat will start charging users who store over 5GB of Memories. Imagine what this will do ARPU. $SNAP" [X Link](https://x.com/qualtrim/status/1974814326461722826) [@qualtrim](/creator/x/qualtrim) 2025-10-05T12:30Z 8536 followers, 17.8K engagements "Mastercard is a free cash flow Machine. - 10Y FCF CAGR XXXXX% $MA" [X Link](https://x.com/qualtrim/status/1977354816201388305) [@qualtrim](/creator/x/qualtrim) 2025-10-12T12:45Z 8587 followers, 36.4K engagements "FICO jumped +18% after unveiling a direct-to-aggregators program enhancing their MOAT. What does this mean for Equifax $FICO $EFX" [X Link](https://x.com/qualtrim/status/1974097109352919439) [@qualtrim](/creator/x/qualtrim) 2025-10-03T13:00Z 8586 followers, 29.4K engagements "4 stocks with strong fundamentals and down +40% YTD spotted on Qualtrim. X. LuluLemon: -XX% X. The Trade Desk: -XX% X. Decker Outdoor: -XX% X. Atlassian: -XX% $LULU $TTD $DECK $TEAM" [X Link](https://x.com/qualtrim/status/1976981110828810634) [@qualtrim](/creator/x/qualtrim) 2025-10-11T12:00Z 8587 followers, 36.3K engagements "Moodys and S&P Global control over XX% of the global credit ratings market. You're looking at one of the strongest Duopolies on earth. $MCO $SPGI" [X Link](https://x.com/qualtrim/status/1972640000140509634) [@qualtrim](/creator/x/qualtrim) 2025-09-29T12:30Z 8583 followers, 19.2K engagements "Here are the FOUR most bought stocks by super-investors in Q2 2025. X. UnitedHealth X. Amazon X. Google X. Nvidia $UNH $AMZN $GOOGL $NVDA" [X Link](https://x.com/qualtrim/status/1975535327272960256) [@qualtrim](/creator/x/qualtrim) 2025-10-07T12:15Z 8584 followers, 36.8K 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) [@qualtrim](/creator/x/qualtrim) 2025-10-06T11:30Z 8558 followers, 24.8K engagements "Is the AI race Google's to lose "We processed over XXX Quadrillion tokens last month - that's 1300000000000000 tokens" Demis Hassabis DeepMind CEO $GOOGL $GOOG" [X Link](https://x.com/qualtrim/status/1977698331527954916) [@qualtrim](/creator/x/qualtrim) 2025-10-13T11:30Z 8587 followers, 14.4K engagements "Salesforce might be one of the most underrated opportunities in tech right now. FCF yield is near a 10-year high at 5.5%. $CRM" [X Link](https://x.com/qualtrim/status/1975169172314431868) [@qualtrim](/creator/x/qualtrim) 2025-10-06T12:00Z 8550 followers, 15.9K engagements "Amazons stock is up just X% since mid-2024. Yet EPS has climbed XX% in the same period. - July 2024 $XXX - Oct 2025 $XXX When price and earnings move out of sync smart investors start paying attention. $AMZN" [X Link](https://x.com/qualtrim/status/1978801851706249361) [@qualtrim](/creator/x/qualtrim) 2025-10-16T12:35Z 8588 followers, 43.1K engagements "ASML CEO Christophe Fouquet on China: "We believe these dynamics will only be partially effective in 2026. But still for 2026 we expect net sales to not be below 2025." $ASML" [X Link](https://x.com/qualtrim/status/1978782976508108891) [@qualtrim](/creator/x/qualtrim) 2025-10-16T11:20Z 8588 followers, 5158 engagements "7. PayPal $PYPL - 5Y CAGR -XXX% - $15B program authorized (Feb 2025). PayPal retired almost X% of shares last year alone buybacks are central to its turnaround play" [X Link](https://x.com/qualtrim/status/1970448471716221086) [@qualtrim](/creator/x/qualtrim) 2025-09-23T11:21Z 8537 followers, 5235 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) [@qualtrim](/creator/x/qualtrim) 2025-09-22T11:45Z 8570 followers, 55.6K engagements "Earnings season is back - JPMorgan - ASML - Bank of America - TSMC - American Express We have a jam-packed week ahead are you ready for Q3 $JPM $ASML $BAC $TSM $AXP" [X Link](https://x.com/qualtrim/status/1977690783344906635) [@qualtrim](/creator/x/qualtrim) 2025-10-13T11:00Z 8587 followers, 12K engagements "AMD is guiding Q3 revenue growth of XX% YoY. "The primary driver of our Q3 guide is a very strong Data Center driven by MI350 ramping." Lisa Su AMD CEO $AMD" [X Link](https://x.com/qualtrim/status/1975524002010648687) [@qualtrim](/creator/x/qualtrim) 2025-10-07T11:30Z 8588 followers, 6986 engagements "Intel is up +82.15% YTD. Are we looking at one of the greatest comeback stories in history $INTC" [X Link](https://x.com/qualtrim/status/1974474592354771195) [@qualtrim](/creator/x/qualtrim) 2025-10-04T14:00Z 8491 followers, 8622 engagements "Adobe is a buyback powerhouse. Returning record capital to shareholders while trading near a 10-year low P/E. $ADBE" [X Link](https://x.com/qualtrim/status/1978419331340935229) [@qualtrim](/creator/x/qualtrim) 2025-10-15T11:15Z 8587 followers, 16.9K engagements "ASML sold XX new lithography systems in Q3 down XX% YoY. Cyclical slowdown or setup for the next semiconductor boom $ASML" [X Link](https://x.com/qualtrim/status/1978793044687171784) [@qualtrim](/creator/x/qualtrim) 2025-10-16T12:00Z 8588 followers, 19K engagements "Waymo expands to London in 2026. Is Google the leader in robo-taxi technology $GOOGL $GOOG" [X Link](https://x.com/qualtrim/status/1978413667067572665) [@qualtrim](/creator/x/qualtrim) 2025-10-15T10:52Z 8587 followers, 18.4K engagements "When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of XXXX% $ADBE" [X Link](https://x.com/qualtrim/status/1975890165089395102) [@qualtrim](/creator/x/qualtrim) 2025-10-08T11:45Z 8584 followers, 35.8K 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) [@qualtrim](/creator/x/qualtrim) 2025-10-08T12:15Z 8586 followers, 18.3K engagements "Costco has the ultimate loyalty flywheel. 90%+ renewal rates in the U.S. and Canada every year since 2014. Thats SaaS-level retention powered by bulk groceries. $COST" [X Link](https://x.com/qualtrim/status/1979155440874160412) [@qualtrim](/creator/x/qualtrim) 2025-10-17T12:00Z 8587 followers, 4093 engagements "4. Chris Hohn TCI Fund Management Key highlights from Q2 - $V: Added XXXXX% - $SPGI: Added XXXX% - $CNI: Sold XXXXX% - $GOOGL: Sold XXXXX% TCI Fund is dominated by $GE Aerospace and $MSFT" [X Link](https://x.com/qualtrim/status/1967558205980184778) [@qualtrim](/creator/x/qualtrim) 2025-09-15T11:56Z 8562 followers, 4452 engagements "After being flat for most of 2025 ASML has rallied almost XX% in just the last month alone. - YTD Returns XXXXX% Is ASML still a buy today $ASML" [X Link](https://x.com/qualtrim/status/1974089552261472451) [@qualtrim](/creator/x/qualtrim) 2025-10-03T12:30Z 8555 followers, 13.8K engagements "Amazons earnings power keeps compounding. With EPS up XX% YoY even a sustained XX% growth rate could yield a XXXXX% annualized return from todays price. Is Amazon still an opportunity $AMZN" [X Link](https://x.com/qualtrim/status/1976611166844518671) [@qualtrim](/creator/x/qualtrim) 2025-10-10T11:30Z 8494 followers, 21.9K engagements "8. Monster Beverage $MNST - 5Y CAGR -XXX% - $500M program authorized (Aug 2024). Monster quietly compounds with steady repurchases debt-light balance sheet and strong growth" [X Link](https://x.com/qualtrim/status/1970448474714841469) [@qualtrim](/creator/x/qualtrim) 2025-09-23T11:21Z 8537 followers, 4253 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) [@qualtrim](/creator/x/qualtrim) 2025-10-12T12:00Z 8587 followers, 39.4K engagements "These are the top X most-owned stocks by super-investors based on portfolio allocation: X. Microsoft (2.7%) X. Amazon (2.2%) X. Meta Platforms (2.1%) X. Google (1.6%) $MSFT $AMZN $META $GOOG" [X Link](https://x.com/qualtrim/status/1976253811493888447) [@qualtrim](/creator/x/qualtrim) 2025-10-09T11:50Z 8536 followers, 12.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past X years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen XX% in just one month.
Social category influence stocks #4391 technology brands XXXXX% finance XXXXX% cryptocurrencies #6638 countries XXXX% social networks XXXX% fashion brands XXXX% vc firms XXXX% travel destinations XXXX%
Social topic influence $amzn #24, $googl #3510, asml #11, $asml #6, $msft #243, stocks #4270, $goog #73, goog #58, cash flow #192, amzn XXXX%
Top accounts mentioned or mentioned by @wealthmatica @number1invest_ @stockstormx @joshvir001 @francescom36174 @yoorae @mycreditjourney @ok_surf @grok @92shafee @thevalueden @khadija_koroma @br6276john @markmarshad_ @rohitsh45179681 @roquenubloinvst @marketprophit @digital1busines @nosy24713583 @matrixripper
Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Adobe, Inc. (ADBE) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Metadium (META) Fair Isaac, Corp. (FICO) Now Coin (NOW) Salesforce Inc (CRM) Cream (CRM) Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Taiwan Semiconductor (TSM) General Electric Company (GE) Lululemon Athletica Inc (LULU) S&P Global Inc (SPGI) Rocket Lab USA, Inc. Common Stock (RKLB) Spotify Technology (SPOT) Apple, Inc. (AAPL) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) Netflix Inc (NFLX) ServiceNow Inc (NOW) Hims & Hers Health, Inc. (HIMS) Chime Financial, Inc. Class A Common Stock (CHYM) Reddit, Inc. (RDDT) Dash (DASH) Crowdstrike Holdings Inc (CRWD) Invesco Ltd. (IVZ) Amerco (UHAL) Alliance Fan Token (ALL) Snap, Inc. (SNAP) Mastercard, Inc. (MA) Effect.AI (EFX) Atlassian Corporation PLC (TEAM) Trade Desk, Inc. (TTD) Deckers Outdoor, Corp. (DECK) Moody's Corporation (MCO) Bank of America (BAC) American Express Company (AXP) JPMorgan Chase (JPM) Basis Cash (BAC) Intel Corporation (INTC) Costco Wholesale Corporation (COST) Costco Hot Dog (COST)
Top posts by engagements in the last XX hours
"Why aren't you buying Amazon - Flat YTD. - 2Y low P/E. - Record Operating Margin. - Record Revenue. - Record EPS. $AMZN"
X Link @qualtrim 2025-10-14T11:25Z 8587 followers, 163.7K engagements
"Rocket Lab is up +584% in just one year. What happens when Neutron launches $RKLB"
X Link @qualtrim 2025-10-13T13:55Z 8584 followers, 7970 engagements
"Spotify is an under-appreciated high-quality compounding machine. Over the past two years free cash flow is up +900%. Is Spotify still a long-term buy from here $SPOT"
X Link @qualtrim 2025-10-02T12:15Z 8587 followers, 17.6K engagements
"Out of the X 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 @qualtrim 2025-10-11T11:30Z 8584 followers, 18K engagements
"These XX rare businesses with MOATs so wide they define their industries scored 1-10. X. ASML - $ASML - MOAT Rating: 10/10 The only company in the world that can build EUV lithography machines. Decades ahead of competition essential to every advanced semiconductor produced"
X Link @qualtrim 2025-09-11T12:33Z 8581 followers, 112.4K engagements
"The hyperscaler race is accelerating. - Oracle $452B RPO - Microsoft $297B RPO - Amazon $196B RPO - Google $108B RPO Is this demand a bubble or the real deal $ORCL $MSFT $AMZN $GOOGL"
X Link @qualtrim 2025-09-26T11:30Z 8526 followers, 95K engagements
"Here are X stocks that could extremely benefit from rate cuts are you ready X. 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 @qualtrim 2025-09-17T11:45Z 8546 followers, 20.4K engagements
"A reminder that Googles moat isnt just in data its in operational excellence. $GOOGL $GOOG"
X Link @qualtrim 2025-10-10T12:00Z 8587 followers, 12.8K engagements
"In 2022 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 @qualtrim 2025-10-05T12:55Z 8584 followers, 24.9K engagements
"ServiceNow may be a quiet opportunity. Stock: -XX% YTD FCF/share: +25% YTD When price and fundamentals diverge patient investors often win. $NOW"
X Link @qualtrim 2025-10-17T12:30Z 8587 followers, 4605 engagements
"Hims & Hers CEO Andrew Dudum calls at-home testing "foundational" unlocking new membership models. Are they shaping healthcares next great subscription platform $HIMS"
X Link @qualtrim 2025-10-01T11:45Z 8537 followers, 16.1K engagements
"Salesforce is now guiding for +10% organic revenue growth again. What will it take for investors to become bullish again $CRM"
X Link @qualtrim 2025-10-17T11:30Z 8588 followers, 5440 engagements
"In X years AMDs growth engine has shifted rapidly. - Client XXXXX% - Gaming -XXXX% - Embedded XXXX% - Data Center XXXXX% $AMD"
X Link @qualtrim 2025-10-08T11:20Z 8584 followers, 9106 engagements
"5. Chase Coleman Tiger Global Management Key highlights from Q2 - $CHYM: New Position - $AMZN: Added XXXXX% - $RDDT: Added XXXXX% - $CRWD: Sold XXXXX% - $NOW: Sold XXXXX% - $DASH: Sold XXXXX% - $PDD: Exited Position As per usual Tiger Global saw a lot of portfolio changes"
X Link @qualtrim 2025-09-15T11:56Z 8563 followers, 2932 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 @qualtrim 2025-09-24T12:20Z 8537 followers, 31.9K engagements
"Perhaps the two most important companies in todays modern economy. $ASML $TSM"
X Link @qualtrim 2025-10-07T12:00Z 8587 followers, 49K engagements
"6. Nelson Peltz Trian Fund Management Key highlights from Q2 - $IVZ: Sold XXXXX% - $UHAL: Sold XXXXX% - $ALL: Sold XXXXX% Trian Fund continues to be focused on $GE Aerospace and $JNG"
X Link @qualtrim 2025-09-15T11:56Z 8563 followers, 2008 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 @qualtrim 2025-10-12T11:30Z 8584 followers, 23.2K engagements
"Lululemon is trading near its all-time low P/E ratio. - 2009 8.0x - 2025 11.5x Is Lululemon a screaming buy or a value trap in disguise $LULU"
X Link @qualtrim 2025-10-15T11:50Z 8587 followers, 9609 engagements
"Snapchat will start charging users who store over 5GB of Memories. Imagine what this will do ARPU. $SNAP"
X Link @qualtrim 2025-10-05T12:30Z 8536 followers, 17.8K engagements
"Mastercard is a free cash flow Machine. - 10Y FCF CAGR XXXXX% $MA"
X Link @qualtrim 2025-10-12T12:45Z 8587 followers, 36.4K engagements
"FICO jumped +18% after unveiling a direct-to-aggregators program enhancing their MOAT. What does this mean for Equifax $FICO $EFX"
X Link @qualtrim 2025-10-03T13:00Z 8586 followers, 29.4K engagements
"4 stocks with strong fundamentals and down +40% YTD spotted on Qualtrim. X. LuluLemon: -XX% X. The Trade Desk: -XX% X. Decker Outdoor: -XX% X. Atlassian: -XX% $LULU $TTD $DECK $TEAM"
X Link @qualtrim 2025-10-11T12:00Z 8587 followers, 36.3K engagements
"Moodys and S&P Global control over XX% of the global credit ratings market. You're looking at one of the strongest Duopolies on earth. $MCO $SPGI"
X Link @qualtrim 2025-09-29T12:30Z 8583 followers, 19.2K engagements
"Here are the FOUR most bought stocks by super-investors in Q2 2025. X. UnitedHealth X. Amazon X. Google X. Nvidia $UNH $AMZN $GOOGL $NVDA"
X Link @qualtrim 2025-10-07T12:15Z 8584 followers, 36.8K 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 @qualtrim 2025-10-06T11:30Z 8558 followers, 24.8K engagements
"Is the AI race Google's to lose "We processed over XXX Quadrillion tokens last month - that's 1300000000000000 tokens" Demis Hassabis DeepMind CEO $GOOGL $GOOG"
X Link @qualtrim 2025-10-13T11:30Z 8587 followers, 14.4K engagements
"Salesforce might be one of the most underrated opportunities in tech right now. FCF yield is near a 10-year high at 5.5%. $CRM"
X Link @qualtrim 2025-10-06T12:00Z 8550 followers, 15.9K engagements
"Amazons stock is up just X% since mid-2024. Yet EPS has climbed XX% in the same period. - July 2024 $XXX - Oct 2025 $XXX When price and earnings move out of sync smart investors start paying attention. $AMZN"
X Link @qualtrim 2025-10-16T12:35Z 8588 followers, 43.1K engagements
"ASML CEO Christophe Fouquet on China: "We believe these dynamics will only be partially effective in 2026. But still for 2026 we expect net sales to not be below 2025." $ASML"
X Link @qualtrim 2025-10-16T11:20Z 8588 followers, 5158 engagements
"7. PayPal $PYPL - 5Y CAGR -XXX% - $15B program authorized (Feb 2025). PayPal retired almost X% of shares last year alone buybacks are central to its turnaround play"
X Link @qualtrim 2025-09-23T11:21Z 8537 followers, 5235 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 @qualtrim 2025-09-22T11:45Z 8570 followers, 55.6K engagements
"Earnings season is back - JPMorgan - ASML - Bank of America - TSMC - American Express We have a jam-packed week ahead are you ready for Q3 $JPM $ASML $BAC $TSM $AXP"
X Link @qualtrim 2025-10-13T11:00Z 8587 followers, 12K engagements
"AMD is guiding Q3 revenue growth of XX% YoY. "The primary driver of our Q3 guide is a very strong Data Center driven by MI350 ramping." Lisa Su AMD CEO $AMD"
X Link @qualtrim 2025-10-07T11:30Z 8588 followers, 6986 engagements
"Intel is up +82.15% YTD. Are we looking at one of the greatest comeback stories in history $INTC"
X Link @qualtrim 2025-10-04T14:00Z 8491 followers, 8622 engagements
"Adobe is a buyback powerhouse. Returning record capital to shareholders while trading near a 10-year low P/E. $ADBE"
X Link @qualtrim 2025-10-15T11:15Z 8587 followers, 16.9K engagements
"ASML sold XX new lithography systems in Q3 down XX% YoY. Cyclical slowdown or setup for the next semiconductor boom $ASML"
X Link @qualtrim 2025-10-16T12:00Z 8588 followers, 19K engagements
"Waymo expands to London in 2026. Is Google the leader in robo-taxi technology $GOOGL $GOOG"
X Link @qualtrim 2025-10-15T10:52Z 8587 followers, 18.4K engagements
"When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of XXXX% $ADBE"
X Link @qualtrim 2025-10-08T11:45Z 8584 followers, 35.8K 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 @qualtrim 2025-10-08T12:15Z 8586 followers, 18.3K engagements
"Costco has the ultimate loyalty flywheel. 90%+ renewal rates in the U.S. and Canada every year since 2014. Thats SaaS-level retention powered by bulk groceries. $COST"
X Link @qualtrim 2025-10-17T12:00Z 8587 followers, 4093 engagements
"4. Chris Hohn TCI Fund Management Key highlights from Q2 - $V: Added XXXXX% - $SPGI: Added XXXX% - $CNI: Sold XXXXX% - $GOOGL: Sold XXXXX% TCI Fund is dominated by $GE Aerospace and $MSFT"
X Link @qualtrim 2025-09-15T11:56Z 8562 followers, 4452 engagements
"After being flat for most of 2025 ASML has rallied almost XX% in just the last month alone. - YTD Returns XXXXX% Is ASML still a buy today $ASML"
X Link @qualtrim 2025-10-03T12:30Z 8555 followers, 13.8K engagements
"Amazons earnings power keeps compounding. With EPS up XX% YoY even a sustained XX% growth rate could yield a XXXXX% annualized return from todays price. Is Amazon still an opportunity $AMZN"
X Link @qualtrim 2025-10-10T11:30Z 8494 followers, 21.9K engagements
"8. Monster Beverage $MNST - 5Y CAGR -XXX% - $500M program authorized (Aug 2024). Monster quietly compounds with steady repurchases debt-light balance sheet and strong growth"
X Link @qualtrim 2025-09-23T11:21Z 8537 followers, 4253 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 @qualtrim 2025-10-12T12:00Z 8587 followers, 39.4K engagements
"These are the top X most-owned stocks by super-investors based on portfolio allocation: X. Microsoft (2.7%) X. Amazon (2.2%) X. Meta Platforms (2.1%) X. Google (1.6%) $MSFT $AMZN $META $GOOG"
X Link @qualtrim 2025-10-09T11:50Z 8536 followers, 12.5K engagements
/creator/x::qualtrim