# ![@rwstokes3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1641194409046728705.png) @rwstokes3 ROBERT STOKES

ROBERT STOKES posts on X about $nvda, $amzn, nvda, $msft the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1641194409046728705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1641194409046728705/c:line/m:interactions.svg)

- [--] Week [---] -79%
- [--] Month [-----] +896%
- [--] Months [-----] +3,095%
- [--] Year [-----] -5.70%

### Mentions: [--] [#](/creator/twitter::1641194409046728705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1641194409046728705/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1641194409046728705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1641194409046728705/c:line/m:followers.svg)

- [--] Week [--] +7.10%
- [--] Month [--] +4.70%
- [--] Months [--] +22%
- [--] Year [--] +36%

### CreatorRank: undefined [#](/creator/twitter::1641194409046728705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1641194409046728705/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$nvda](/topic/$nvda), [$amzn](/topic/$amzn), [nvda](/topic/nvda), [$msft](/topic/$msft), [ai](/topic/ai), [$now](/topic/$now), [$zs](/topic/$zs), [$nflx](/topic/$nflx), [eps](/topic/eps), [$tsm](/topic/$tsm)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Zscaler Inc (ZS)](/topic/$zs) [Netflix Inc (NFLX)](/topic/$nflx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oracle Corporation (ORCL)](/topic/$orcl) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Snowflake Inc. (SNOW)](/topic/$snow) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [MongoDB, Inc. (MDB)](/topic/$mdb) [Datadog Inc (DDOG)](/topic/$ddog) [Advanced Micro Devices (AMD)](/topic/$amd) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Sea Limited (SE)](/topic/$se) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Shopify Inc (SHOP)](/topic/$shop) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Adobe, Inc. (ADBE)](/topic/$adbe) [Bitcoin (BTC)](/topic/bitcoin) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Salesforce Inc (CRM)](/topic/$crm) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Cloudflare, Inc. (NET)](/topic/$net) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Arm Holdings plc (ARM)](/topic/$arm) [Novo-Nordisk (NVO)](/topic/$nvo) [UnitedHealth Group (UNH)](/topic/$unh) [Workday Inc (WDAY)](/topic/$wday) [aelf (ELF)](/topic/$elf) [Fortinet Inc (FTNT)](/topic/$ftnt) [Synopsys, Inc. (SNPS)](/topic/$snps) [GitLab Inc. (GTLB)](/topic/$gtlb) [Block, Inc. (XYZ)](/topic/$xyz) [Target Corporation (TGT)](/topic/$tgt) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@StockSavvyShay $mdb"  
[X Link](https://x.com/rwstokes3/status/1799080652194938946)  2024-06-07T14:07Z [--] followers, [---] engagements


"$CLSK battling it out vs $MARA to be the best both likely to do well in the near term following as a laggard behind bitcoin growth from a time perspective HUGE HUGE HUGE. Efficiency + Growth is the key and why I chose $CLSK 📈📈📈 HUGE HUGE HUGE. Efficiency + Growth is the key and why I chose $CLSK 📈📈📈"  
[X Link](https://x.com/rwstokes3/status/1845253126606958876)  2024-10-13T00:00Z [--] followers, [---] engagements


"I agree with all of these names but they are highly valued so a DCA approach may be better for now $PLTR $AVGO $ASML $TSM $ARM Yes $PLTR valuation is high currently trading at 86x its projected [----] FCF compared to peers like $SNOW which trades at 31x [----] FCF -- despite both companies having similar growth profiles. However Palantirs premium is justified. I believe this multiple expansion is https://t.co/dZPemLNUOE Yes $PLTR valuation is high currently trading at 86x its projected [----] FCF compared to peers like $SNOW which trades at 31x [----] FCF -- despite both companies having similar"  
[X Link](https://x.com/rwstokes3/status/1845387187296108975)  2024-10-13T08:52Z [--] followers, [---] engagements


"This is what I'm hoping to look for and beyond with the imminent bitcoin run $CIFR #CIFR $CIFR 👇 https://t.co/1pxMLuB6P3 #CIFR $CIFR 👇 https://t.co/1pxMLuB6P3"  
[X Link](https://x.com/rwstokes3/status/1845413538405200301)  2024-10-13T10:37Z [--] followers, [--] engagements


"I'm bullish on these [--] companies too over the next 5-10 YEARS with the growth expected in data data management and cybersecurity $NET $MDB $DDOG $SNOW $PLTR Also bullish on $CRWD $ZS I anticipate an MASSIVE uptick in earnings revisions by the end of the year. Here are some companies poised to EXCEED their current [----] expectations -- offering a unique opportunity to get ahead of the curve 🧐 $SNOW $NET $DDOG $MDB $PLTR https://t.co/zllcOEDxEN I anticipate an MASSIVE uptick in earnings revisions by the end of the year. Here are some companies poised to EXCEED their current [----] expectations --"  
[X Link](https://x.com/rwstokes3/status/1845414206603993178)  2024-10-13T10:40Z [--] followers, [---] engagements


"I second this $AMZN is likely undervalued based on future earnings margin expansion and unbreakable moat Many are overlooking the potential for SIGNIFICANT margin expansion at $AMZN -- especially with the emerging robotics theme just starting to unfold. In a few years securing the stock for under $200 will likely be regarded as a remarkable bargain 🤩 Many are overlooking the potential for SIGNIFICANT margin expansion at $AMZN -- especially with the emerging robotics theme just starting to unfold. In a few years securing the stock for under $200 will likely be regarded as a remarkable bargain"  
[X Link](https://x.com/rwstokes3/status/1845446811768528955)  2024-10-13T12:49Z [--] followers, [--] engagements


"$MARA coiled ready for a big move either way I'm betting it's upward following bitcoin when it moves $MARA #MARA Price is coiled right at the apex of this symmetrical triangle at the volume shelf into next week. We may get an $MSTR type move here. https://t.co/sSfmRDpzzk $MARA #MARA Price is coiled right at the apex of this symmetrical triangle at the volume shelf into next week. We may get an $MSTR type move here. https://t.co/sSfmRDpzzk"  
[X Link](https://x.com/rwstokes3/status/1845450666736521355)  2024-10-13T13:05Z [--] followers, [---] engagements


"I own all of these apart from $UPST I don't have the conviction in this that I do in the others [--] Stocks up more than 5% this week. $DDOG $MELI $CRWD $NET $UPST & $CELH https://t.co/U51a0nbVJC [--] Stocks up more than 5% this week. $DDOG $MELI $CRWD $NET $UPST & $CELH https://t.co/U51a0nbVJC"  
[X Link](https://x.com/rwstokes3/status/1845451037638819964)  2024-10-13T13:06Z [--] followers, [---] engagements


"I think the hurdles won't provide much of an obstacle for $TSLA road to success $UBER may struggle without a partnership in the future $TSLA $UBER Teslas robotaxi reveal lacked details easing fears of competition for Uber. Musk's ambitious plans face regulatory and technological hurdles leaving Uber with little immediate threat. https://t.co/K5NBpmKH7m $TSLA $UBER Teslas robotaxi reveal lacked details easing fears of competition for Uber. Musk's ambitious plans face regulatory and technological hurdles leaving Uber with little immediate threat. https://t.co/K5NBpmKH7m"  
[X Link](https://x.com/rwstokes3/status/1845453322523697508)  2024-10-13T13:15Z [--] followers, [---] engagements


"Preach Although events and earnings are still factors to consider but they should underline the fundamentals We dont invest based on events or earnings releases We invest based on fundamentals and technical set ups This approach will always protect you. We dont invest based on events or earnings releases We invest based on fundamentals and technical set ups This approach will always protect you"  
[X Link](https://x.com/rwstokes3/status/1845454492189216848)  2024-10-13T13:20Z [--] followers, [--] engagements


"Next weeks earnings are starting to kick things off $ASML $TSM $NFLX $ISRG Some big hitters this week reporting: $UNH $NFLX $ASML $CITI $IBKR $JNJ $GS $STT $MS $AXP $TSM $SCHW https://t.co/BgenohZz6u Some big hitters this week reporting: $UNH $NFLX $ASML $CITI $IBKR $JNJ $GS $STT $MS $AXP $TSM $SCHW https://t.co/BgenohZz6u"  
[X Link](https://x.com/rwstokes3/status/1845468133701648569)  2024-10-13T14:14Z [--] followers, [--] engagements


"Both $AMD & $NVDA are great adds for a portfolio looking forwards for the next 5-10 years always worth looking to add on a pull back $AMD is my $NVDA Holding this for 3-5 years minimum. First add at $98 $AMD is my $NVDA Holding this for 3-5 years minimum. First add at $98"  
[X Link](https://x.com/rwstokes3/status/1845468911220695253)  2024-10-13T14:17Z [--] followers, [---] engagements


"I like $ABNB around the [---] and lower mark I can see there being good value here for a hold long term $ABNB did you add on August 9th $ABNB loves its [-----] Fib and it held at $115 Now at $134 https://t.co/JK6TiWCt6V $ABNB did you add on August 9th $ABNB loves its [-----] Fib and it held at $115 Now at $134 https://t.co/JK6TiWCt6V"  
[X Link](https://x.com/rwstokes3/status/1845471143634813415)  2024-10-13T14:26Z [--] followers, [--] engagements


"$AMD $NVDA both bullish long term Nvidia $NVDA will continue to capture 90% of the AI GPU market. But the $AMD vs $NVDA roadmap will be an interesting one to watch. It's a massive AI GPU market that is growing rapidly and there could be sizeable opportunities along the way for the 2nd/3rd position to grab. https://t.co/IOV0T81HPi Nvidia $NVDA will continue to capture 90% of the AI GPU market. But the $AMD vs $NVDA roadmap will be an interesting one to watch. It's a massive AI GPU market that is growing rapidly and there could be sizeable opportunities along the way for the 2nd/3rd position to"  
[X Link](https://x.com/rwstokes3/status/1845806363101872582)  2024-10-14T12:38Z [--] followers, [---] engagements


"The volume of puts between $8-10 are almost going to be caught short by Friday if the price stays above $10 $SOFI shorts are sooo screwed https://t.co/GvRRh4fFco $SOFI shorts are sooo screwed https://t.co/GvRRh4fFco"  
[X Link](https://x.com/rwstokes3/status/1845906312284029151)  2024-10-14T19:15Z [--] followers, [--] engagements


"I'm still long $ASML   $ASML EPS: [----] vs [----] est. ✅ Revenue: 7.47B vs 7.16B est. ✅ Gross Margin: 50.79% vs 50.85% est. ❌ Quarterly net bookings: 2.63B vs 5.59B est. ❌ Outlook 2024: Revenue Q4 2024: 8.8B-9.2B vs 8.86B est. ✅ Revenue FY https://t.co/5LVxLOY71u   $ASML EPS: [----] vs [----] est. ✅ Revenue: 7.47B vs 7.16B est. ✅ Gross Margin: 50.79% vs 50.85% est. ❌ Quarterly net bookings: 2.63B vs 5.59B est. ❌ Outlook 2024: Revenue Q4 2024: 8.8B-9.2B vs 8.86B est. ✅ Revenue FY https://t.co/5LVxLOY71u"  
[X Link](https://x.com/rwstokes3/status/1846245779708760387)  2024-10-15T17:44Z [--] followers, [---] engagements


"Wild BREAKING: $TSLA OFFICIALLY WORKING ON APPLE WATCH APP 👀 The long wait is over https://t.co/JshEXDVT7E BREAKING: $TSLA OFFICIALLY WORKING ON APPLE WATCH APP 👀 The long wait is over https://t.co/JshEXDVT7E"  
[X Link](https://x.com/rwstokes3/status/1848446183112642949)  2024-10-21T19:28Z [--] followers, [--] engagements


"One to watch at this price and lower $ENPH is set to report earnings tomorrow and heres why its on my radar 👇 As the Fed pivots toward a rate-cutting cycle capital-intensive industries like solar are expected to see a resurgence in spending. Lower borrowing costs typically translate to increased investments https://t.co/pedO7v9vjk $ENPH is set to report earnings tomorrow and heres why its on my radar 👇 As the Fed pivots toward a rate-cutting cycle capital-intensive industries like solar are expected to see a resurgence in spending. Lower borrowing costs typically translate to increased"  
[X Link](https://x.com/rwstokes3/status/1848448054036169039)  2024-10-21T19:35Z [--] followers, [--] engagements


"Bought thison TLI's recommendation and started reading it very interesting so far If the market today bothers you Learn Elliott Wave Theory This book is about $7 on Amazon And it will teach you how to read charts https://t.co/ENIWiEuqnD If the market today bothers you Learn Elliott Wave Theory This book is about $7 on Amazon And it will teach you how to read charts https://t.co/ENIWiEuqnD"  
[X Link](https://x.com/rwstokes3/status/1849166822672937343)  2024-10-23T19:11Z [--] followers, [--] engagements


"Grsat earnings for $TSLA $TSLA revenue miss and EPS beat Revenue $25.18B vs $25.43B expected EPS [----] vs [----] estimated Stock is up 6% in after hours trading. I bought one extra share just before close for good luck. https://t.co/paUngJFKGv $TSLA revenue miss and EPS beat Revenue $25.18B vs $25.43B expected EPS [----] vs [----] estimated Stock is up 6% in after hours trading. I bought one extra share just before close for good luck. https://t.co/paUngJFKGv"  
[X Link](https://x.com/rwstokes3/status/1849278701818568937)  2024-10-24T02:36Z [--] followers, [---] engagements


"$NOW looking good 🚨 $NOW Q3 Earnings Update 🚨 Sales $2.79B vs Est. $2.75B EPS $3.72 vs Est. $3.46 Net Income $775M vs Est. $722M RPO $9.4B -- up 26% YoY https://t.co/ZseOOLGYJw 🚨 $NOW Q3 Earnings Update 🚨 Sales $2.79B vs Est. $2.75B EPS $3.72 vs Est. $3.46 Net Income $775M vs Est. $722M RPO $9.4B -- up 26% YoY https://t.co/ZseOOLGYJw"  
[X Link](https://x.com/rwstokes3/status/1849279484941221965)  2024-10-24T02:39Z [--] followers, [---] engagements


"$PAYC Moving in the right direction Paycom $PAYC Stock now: +7.69% Revenue of $451.9M +11.2% YoY beating the conensus by $4.72M (=1%) Non-GAAP EPS: $1.67 beats by $0.06. (=3.7%) GAAP Net Income of $73 million 16% net income margin or $1.31 per share Adjusted EBITDA of $171 million 38% adjusted EBITDA https://t.co/LEz4CWCtcq Paycom $PAYC Stock now: +7.69% Revenue of $451.9M +11.2% YoY beating the conensus by $4.72M (=1%) Non-GAAP EPS: $1.67 beats by $0.06. (=3.7%) GAAP Net Income of $73 million 16% net income margin or $1.31 per share Adjusted EBITDA of $171 million 38% adjusted EBITDA"  
[X Link](https://x.com/rwstokes3/status/1851740140894388564)  2024-10-30T21:37Z [--] followers, [---] engagements


"Monopoly for $ASML one reason to own this with no competitor in sight. Long term holding for me *Not financial advise Great thread on $ASML's history. Started with EUV in 1999() shipped first machine in [----]. Up to this date nobody else can make a EUV machine. $ASML already has High NA EUV another giant step forward. If you want moat this IS moat. Not understanding this is expensive. Great thread on $ASML's history. Started with EUV in 1999() shipped first machine in [----]. Up to this date nobody else can make a EUV machine. $ASML already has High NA EUV another giant step forward. If you want"  
[X Link](https://x.com/rwstokes3/status/1860646192188694592)  2024-11-24T11:26Z [--] followers, [---] engagements


"Guess who's about to buy some more $BTC 👀 A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD"  
[X Link](https://x.com/rwstokes3/status/1863256790961402207)  2024-12-01T16:20Z [--] followers, [--] engagements


"Happy to be holdinv $ZS 🚨 $ZS Q1 Earnings Update 🚨 Sales $628M vs Est. $606M EPS $0.77 vs Est. $0.63 FCF $291M vs Est. $211M Billings $517M vs Est. $504M Q2 Guidance Sales $634M vs Est. $633M EPS $0.69 vs Est. $0.68 FY Guidance Sales $2.63B vs Est. $2.61B EPS $2.96 vs Est. https://t.co/HfuvUVT81W 🚨 $ZS Q1 Earnings Update 🚨 Sales $628M vs Est. $606M EPS $0.77 vs Est. $0.63 FCF $291M vs Est. $211M Billings $517M vs Est. $504M Q2 Guidance Sales $634M vs Est. $633M EPS $0.69 vs Est. $0.68 FY Guidance Sales $2.63B vs Est. $2.61B EPS $2.96 vs Est. https://t.co/HfuvUVT81W"  
[X Link](https://x.com/rwstokes3/status/1863833480410399221)  2024-12-03T06:31Z [--] followers, [---] engagements


"$PFE Worth a consideration or a small % of the portfolio at and below $25 for these reasons $PFE is a Long Investors dream: - Dividend of +6.7% - [---] WMA at $39 current price $25 - Legacy Sector Leader - Same price it was [--] YEARS AGO now. - Price can still decline to $22 - Cyclical - +200-300% possibility when the reversal comes - FWD PE of [--]. - Gross Margin +58% https://t.co/VyAD8D6t29 $PFE is a Long Investors dream: - Dividend of +6.7% - [---] WMA at $39 current price $25 - Legacy Sector Leader - Same price it was [--] YEARS AGO now. - Price can still decline to $22 - Cyclical - +200-300%"  
[X Link](https://x.com/rwstokes3/status/1868119639865344133)  2024-12-15T02:23Z [--] followers, [--] engagements


"This seems to be playing out could reach $120 level and if it does its all you can eat before it takes another leg higher $NVDA $NDVA #NVDA This thing. https://t.co/ctmMhWZ4NB $NDVA #NVDA This thing. https://t.co/ctmMhWZ4NB"  
[X Link](https://x.com/rwstokes3/status/1868718499612574175)  2024-12-16T18:03Z [--] followers, [--] engagements


"New portfolio coming in [----] It's only [--] weeks away and the market is a bit frothy (overvalued). Even so there are stocks I like at and near their current levels that I'd be looking to add: $ABNB $ADBE $AMAT $AMD $INTC $MDB $MELI $QCOM"  
[X Link](https://x.com/rwstokes3/status/1869053369031229535)  2024-12-17T16:13Z [--] followers, [---] engagements


"Followed Jesse into this one with only [--] contracts a few months ago sold [--] to cover my cost basis and tax payment the other [--] are for profits aiming for an almost 10X my initial investment en route to [---] for $TSLA Appreciate Jesse for being the realest there is @tradax4 @Tesla $600-$900. I post and talk about it all the time. https://t.co/ivomVSzD7u I'm always early. :) @tradax4 @Tesla $600-$900. I post and talk about it all the time. https://t.co/ivomVSzD7u I'm always early. :)"  
[X Link](https://x.com/rwstokes3/status/1870174509145215446)  2024-12-20T18:28Z [--] followers, [--] engagements


"2025 Portfolio plan - Mainly growth with some ETFs The sectors I'll be targeting are those that I see leading the next 5-10 years hence tech heavy & more volatility.which could mean more growth: - Mega Cap tech - Semiconductors - Big data & Analytics - Cybersecurity"  
[X Link](https://x.com/rwstokes3/status/1870530485442449604)  2024-12-21T18:03Z [--] followers, [--] engagements


"Live this description to portray how precise the EUV lasers are on $ASML machines How incredibly precise are $ASML machines This precise: https://t.co/3ttKFxpMdV How incredibly precise are $ASML machines This precise: https://t.co/3ttKFxpMdV"  
[X Link](https://x.com/rwstokes3/status/1875864088527700228)  2025-01-05T11:17Z [--] followers, [--] engagements


"It's been a tough week for the market but a great opportunity to start opening some positions Majority are flat to down - 4% but I'm still 92% cash so plenty to add I'll deploy more capital next week as I build out positions a little more top [--] positions shown slow & steady"  
[X Link](https://x.com/rwstokes3/status/1895826163509182703)  2025-03-01T13:19Z [--] followers, [--] engagements


"Weekly update: 5% cash used with the pullback this week. Looking for lower prices to add alot more let's see what happens in the week ahead all eyes on 2nd April. Larger adds include: $GOOGL $MRVL $MSFT $TSM $NXAQ Eyeing more $AMD $NVDA Buy great companies at low prices"  
[X Link](https://x.com/rwstokes3/status/1906379514365493697)  2025-03-30T16:14Z [--] followers, [--] engagements


"2 week update as missed last week and its been a busy period 18% cash used. Built up my ETF positions and added to companies I like for the next 5-10 years biggest moves: $AMD 1.4% 2.3% $MRVL 1.8% 2.3% $GOOGL 1.7% 2.1% $NVDA 1.6% 2% $TSM 1.4% 1.9% $AMZN 1.5% 1.8%"  
[X Link](https://x.com/rwstokes3/status/1910818456712417650)  2025-04-11T22:13Z [--] followers, [--] engagements


"Markets have been running hot lately ont he V-shaped recovery so not much to update other than small nibbles and DCAs waiting for another pullback before deploying more capital until then BI-weekly DCA into the ETFs"  
[X Link](https://x.com/rwstokes3/status/1929282012168241214)  2025-06-01T21:00Z [--] followers, [--] engagements


"@FIREDUpWealth NVDA + CRWD + TSLA = good things will happen"  
[X Link](https://x.com/rwstokes3/status/1969029636894908753)  2025-09-19T13:23Z [--] followers, [--] engagements


"It's a yoyo thought on quantum it's the future/it's all bull It has a place in the future with HPC complex calculations or drug discovery but these companies will struggle to scale they're going to need the hyperscalers to do the work long $AMZN $GOOGL $MSFT I know very little about Quantum. However the $IONQ CEO saying that $NVDA GPUs will become irrelevant by [----] is quite the claim. "The blackwell chip will look dated by [----] and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this https://t.co/lZkR8itrEV I know very little about Quantum."  
[X Link](https://x.com/rwstokes3/status/1971316064387727803)  2025-09-25T20:49Z [--] followers, [---] engagements


"@TheLongInvest $67 after [---] fib and large gap filled just above the [-----] Fib or here's a good start should it get wrecked anyway"  
[X Link](https://x.com/rwstokes3/status/1980319103241114048)  2025-10-20T17:04Z [--] followers, [----] engagements


"Current breakdown of the portfolio after [----] started this in March/April and relatively happy with the outcome. +32% for that time with 80% cash distributed dragged down by some silly picks but feel this is relatively safe. Around - 3.4% from [----] balance high"  
[X Link](https://x.com/rwstokes3/status/2009243510717993293)  2026-01-08T12:39Z [--] followers, [--] engagements


"Breakdown: around 20% cash which I'll deploy should there be a [----] bear market. [----] biggest winners with over 100% gains were $MU $MDB $AMD $GOOGL $TSM $AVGO $LRCX of which all are 1-4% of the portfolio. Would like to add more $MELI $ISRG $AXON $CRWD"  
[X Link](https://x.com/rwstokes3/status/2009245459596902427)  2026-01-08T12:47Z [--] followers, [---] engagements


"SaaS companies are still leveraging AI to thier benefit and I'll keep buying while everyone else believes 'AI is killing SaaS' narrative. Overall cash to 15% to put to work next week New positions $ALAB $GWRE Added to $AXON $CRM $NOW $ORCL $PYPL $RBRK $SE $SNOW $ZS Trimmed $MU"  
[X Link](https://x.com/rwstokes3/status/2017615701440090503)  2026-01-31T15:07Z [--] followers, [---] engagements


"The Software industry has bad sentiment due to the possible negative impact of AI There are some companies leveraging AI to their benefit creating some good buying opportunities in a frothy market New positions $SE Added to $HIMS $MSTR $NFLX $NOW $RACE $RBRK Sold out of $AMAT"  
[X Link](https://x.com/rwstokes3/status/2015398862676972005)  2026-01-25T12:18Z [--] followers, [---] engagements


"$PYPL aka PainPal but here's a thought Is a buy out on the horizon. The potential buyer @elonmusk Think about it PayPal merged in [----] with Musks [----] online bank He wants X to be the everything app what better way for this to come full circle http://X.com http://X.com"  
[X Link](https://x.com/anyuser/status/2018688323666002004)  2026-02-03T14:09Z [--] followers, [---] engagements


"During this software sell off considerfousing and adding strong companies that follow trends heres a few I've been buying: - $AXON (Defense) - $MSFT (Mega cap tech) - $NFLX (Streaming) - $ORCL (Networking) - $PANW (Cybersecurity) - $SNOW (Cybersecurity) - $ZS (Cybersecurity)"  
[X Link](https://x.com/anyuser/status/2019042495536009440)  2026-02-04T13:36Z [--] followers, [---] engagements


"Cash at 11.5% SaaS companies were my main focus New positions $NET $SHOP Added to $ADBE $ARM $AXON $CRM $CRWD $CYSE $DDOG $GTLB $GWRE $HIMS $JD $MSFT $NFLX $NOW $NVO $ORCL $OSCR $PANW $PYPL $QCOM $RBRK $SE $SNOW $TEAM $UBER $UNH $WDAY $ZS Sold out of $ELF $FTNT $SNPS"  
[X Link](https://x.com/anyuser/status/2020198821037502628)  2026-02-07T18:11Z [--] followers, [---] engagements


"This is brilliant love to see financial education coming to the youth MrBeast said he plans to launch a finance-focused YouTube channel explaining topics like investing and Roth IRAs - The Information https://t.co/3dSom3VAOz MrBeast said he plans to launch a finance-focused YouTube channel explaining topics like investing and Roth IRAs - The Information https://t.co/3dSom3VAOz"  
[X Link](https://x.com/anyuser/status/2022052445812404344)  2026-02-12T20:57Z [--] followers, [--] engagements


"Cash at 10% Undervalued companies were my main focus along with adding some more SaaS Added to $AMZN $ADBE $ALAB $GWRE $HIMS $NFLX $S $SHOP $TEAM $UBER $XYZ $ZS Sold out of $TGT"  
[X Link](https://x.com/anyuser/status/2022992727131189360)  2026-02-15T11:13Z [--] followers, [---] engagements


"Cash at 10% Undervalued companies were my main focus along with adding some more SaaS Added to $AMZN $ADBE $ALAB $GWRE $HIMS $NFLX $S $SHOP $TEAM $UBER $XYZ $ZS Sold out of $TGT"  
[X Link](https://x.com/anyuser/status/2022992727131189360)  2026-02-15T11:13Z [--] followers, [---] engagements


"Another tough week as SaaS continues to sell off the his week except for Friday so again I've been buying what I consider undervalued positions"  
[X Link](https://x.com/anyuser/status/2022992020818776491)  2026-02-15T11:10Z [--] followers, [--] engagements


"This is brilliant love to see financial education coming to the youth MrBeast said he plans to launch a finance-focused YouTube channel explaining topics like investing and Roth IRAs - The Information https://t.co/3dSom3VAOz MrBeast said he plans to launch a finance-focused YouTube channel explaining topics like investing and Roth IRAs - The Information https://t.co/3dSom3VAOz"  
[X Link](https://x.com/anyuser/status/2022052445812404344)  2026-02-12T20:57Z [--] followers, [--] engagements


"MrBeast said he plans to launch a finance-focused YouTube channel explaining topics like investing and Roth IRAs - The Information"  
[X Link](https://x.com/anyuser/status/2021974047840776407)  2026-02-12T15:45Z 709K followers, 306K engagements


"$HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold Subscribers: 4.2M (+58% YoY) https://twitter.com/i/web/status/2021330465597292643 https://twitter.com/i/web/status/2021330465597292643"  
[X Link](https://x.com/anyuser/status/2021330465597292643)  2026-02-10T21:08Z 348.5K followers, 278.3K engagements


"$ALAB delivered 😏 Revenue $271M vs Est. $250M EPS $0.58 vs Est. $0.52 Operating Income $109M vs Est. $100M Q1 Guidance Revenue $292M vs Est. $260M EPS $0.54 vs Est. $0.52 Operating Income $101M vs Est. $103M https://twitter.com/i/web/status/2021331700324921379 https://twitter.com/i/web/status/2021331700324921379"  
[X Link](https://x.com/anyuser/status/2021331700324921379)  2026-02-10T21:13Z 348.5K followers, 58K engagements


"$NET CRUSHED THEIR EARNINGS Revenue $615M vs Est. $591M EPS $0.28 vs Est. $0.27 Non-GAAP Op Income $90M vs Est. $84M RPO up +48% FY26 Guidance Revenue $2.80 vs Est. $2.74B EPS $1.12 vs Est. $1.18 https://twitter.com/i/web/status/2021333268566769966 https://twitter.com/i/web/status/2021333268566769966"  
[X Link](https://x.com/anyuser/status/2021333268566769966)  2026-02-10T21:19Z 348.5K followers, 59.9K engagements


"$OSCR Q4 EARNINGS Sales $2.81B vs Est. $3.11B EPS ($1.24) vs Est. ($0.89) MLR: 95.4% FY26 Guidance Sales $18.9B vs Est. $12.8B Ops Earnings: $350M MLR: 82.9% Reiterates path to [----] profitability"  
[X Link](https://x.com/anyuser/status/2021187271366504673)  2026-02-10T11:39Z 348.5K followers, 102.8K engagements


"This is where my buy limit order exists $NOW Name is a falling knife. Generally stay away from falling knives. BUUUUUUTTT if I had to chart it and you are a degen might be worth a Subway Sandwich yolo around this $95ish level soon. https://t.co/o3FyzCT8qo $NOW Name is a falling knife. Generally stay away from falling knives. BUUUUUUTTT if I had to chart it and you are a degen might be worth a Subway Sandwich yolo around this $95ish level soon. https://t.co/o3FyzCT8qo"  
[X Link](https://x.com/anyuser/status/2020435396493263099)  2026-02-08T09:51Z [--] followers, [--] engagements


"$NOW Name is a falling knife. Generally stay away from falling knives. BUUUUUUTTT if I had to chart it and you are a degen might be worth a Subway Sandwich yolo around this $95ish level soon"  
[X Link](https://x.com/anyuser/status/2020302621618344167)  2026-02-08T01:04Z 340K followers, 71.5K engagements


"Cash at 11.5% SaaS companies were my main focus New positions $NET $SHOP Added to $ADBE $ARM $AXON $CRM $CRWD $CYSE $DDOG $GTLB $GWRE $HIMS $JD $MSFT $NFLX $NOW $NVO $ORCL $OSCR $PANW $PYPL $QCOM $RBRK $SE $SNOW $TEAM $UBER $UNH $WDAY $ZS Sold out of $ELF $FTNT $SNPS"  
[X Link](https://x.com/anyuser/status/2020198821037502628)  2026-02-07T18:11Z [--] followers, [---] engagements


"Another tough week of software related companies selling off however Friday offered a silver lining - a potential bottom Many companies are very much oversold at these levels however I am concerned that there could be a small run up before a larger pullback be cautious"  
[X Link](https://x.com/anyuser/status/2020195194793259272)  2026-02-07T17:57Z [--] followers, [--] engagements


"$AMZN Q4 EARNINGS Revenue $213.4B vs Est. $211.3B EPS $1.95 vs Est. $1.96 AWS Sales $35.6B vs Est. $34.9B Ad Sales $21.3B vs Est. $21.2B Q1 Guidance Revenue $176B vs Est. $175B Operating Income $18B vs Est. $22B FY26 Guidance CapEx $200B vs Est. $146B https://twitter.com/i/web/status/2019525001750409581 https://twitter.com/i/web/status/2019525001750409581"  
[X Link](https://x.com/anyuser/status/2019525001750409581)  2026-02-05T21:34Z 348.5K followers, 192.2K engagements


"The narrative AI is Dead 💀 The TRUTH $642 Billion Capex 😆👇 $NVDA $AMD $AVGO $MSFT $GOOGL $AMZN $META $TSM"  
[X Link](https://x.com/anyuser/status/2019413569675096239)  2026-02-05T14:11Z 51.1K followers, [----] engagements


"2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI"  
[X Link](https://x.com/anyuser/status/2019173165688320419)  2026-02-04T22:16Z 336.4K followers, 698.2K engagements


"All this selling off and the S&P is only down 2% from all time highs Big sector rotation happening with software and big names down 30-50% from [----] all time highs"  
[X Link](https://x.com/anyuser/status/2019137627723821466)  2026-02-04T19:54Z [--] followers, [--] engagements


"During this software sell off considerfousing and adding strong companies that follow trends heres a few I've been buying: - $AXON (Defense) - $MSFT (Mega cap tech) - $NFLX (Streaming) - $ORCL (Networking) - $PANW (Cybersecurity) - $SNOW (Cybersecurity) - $ZS (Cybersecurity)"  
[X Link](https://x.com/anyuser/status/2019042495536009440)  2026-02-04T13:36Z [--] followers, [---] engagements


"I'll be nibbling here $UBER Q4 EARNINGS Sales $14.4B vs Est. $14.3B EPS $0.71 vs Est. $0.79 Gross Bookings $54.1B vs Est. $53.1B Q1 Guidance Gross Bookings $52.7B (+19% YoY) EBITDA $2.42B vs Est. $2.45B Uber intends to be the largest facilitator of AV trips in the world by [----]. https://t.co/L8sFSUOOQk $UBER Q4 EARNINGS Sales $14.4B vs Est. $14.3B EPS $0.71 vs Est. $0.79 Gross Bookings $54.1B vs Est. $53.1B Q1 Guidance Gross Bookings $52.7B (+19% YoY) EBITDA $2.42B vs Est. $2.45B Uber intends to be the largest facilitator of AV trips in the world by [----]. https://t.co/L8sFSUOOQk"  
[X Link](https://x.com/anyuser/status/2019030217227206702)  2026-02-04T12:48Z [--] followers, [--] engagements


"$UBER Q4 EARNINGS Sales $14.4B vs Est. $14.3B EPS $0.71 vs Est. $0.79 Gross Bookings $54.1B vs Est. $53.1B Q1 Guidance Gross Bookings $52.7B (+19% YoY) EBITDA $2.42B vs Est. $2.45B Uber intends to be the largest facilitator of AV trips in the world by 2029"  
[X Link](https://x.com/anyuser/status/2019022494099972584)  2026-02-04T12:17Z 348.5K followers, 123.4K engagements


"Great insight Why is there such an extreme sell off today - New Fed Chair has not been warmly welcomed Trumps guy is too aligned with his view to Cut aggressively - $NVDA & OpenAi are having a rocky relationshipAi uptake has not been as aggressive as Sam expected road to returns have Why is there such an extreme sell off today - New Fed Chair has not been warmly welcomed Trumps guy is too aligned with his view to Cut aggressively - $NVDA & OpenAi are having a rocky relationshipAi uptake has not been as aggressive as Sam expected road to returns have"  
[X Link](https://x.com/anyuser/status/2019030022967947660)  2026-02-04T12:47Z [--] followers, [--] engagements


"Why is there such an extreme sell off today - New Fed Chair has not been warmly welcomed Trumps guy is too aligned with his view to Cut aggressively - $NVDA & OpenAi are having a rocky relationshipAi uptake has not been as aggressive as Sam expected road to returns have been slow too - $MSFT continues to aggressively spend on Ai Capex damaging their margins and share price - Silver & Golds parabolic move was a signal a frightening flight to safety - Epstein tapes clearly the elites in the US have been compromised policies had been conducted that have not been in favour of the US economy -"  
[X Link](https://x.com/anyuser/status/2018773302605660561)  2026-02-03T19:47Z 253.1K followers, 149.2K engagements


"Smart man Nvidia $NVDA CEO Jensen Huang just said: "There's this notion that the tool in the software industry is in decline and will be replaced by AI . It is the most illogical thing in the world and time will prove itself" https://t.co/BM6FreYSl8 Nvidia $NVDA CEO Jensen Huang just said: "There's this notion that the tool in the software industry is in decline and will be replaced by AI . It is the most illogical thing in the world and time will prove itself" https://t.co/BM6FreYSl8"  
[X Link](https://x.com/anyuser/status/2019029825458192549)  2026-02-04T12:46Z [--] followers, [--] engagements


"Nvidia $NVDA CEO Jensen Huang just said: "There's this notion that the tool in the software industry is in decline and will be replaced by AI . It is the most illogical thing in the world and time will prove itself""  
[X Link](https://x.com/anyuser/status/2019028878308831679)  2026-02-04T12:42Z 709K followers, 65.6K engagements


"$PYPL aka PainPal but here's a thought Is a buy out on the horizon. The potential buyer @elonmusk Think about it PayPal merged in [----] with Musks [----] online bank He wants X to be the everything app what better way for this to come full circle http://X.com http://X.com"  
[X Link](https://x.com/anyuser/status/2018688323666002004)  2026-02-03T14:09Z [--] followers, [---] engagements


"SpaceX has agreed to acquire xAI creating a vertically integrated platform across rockets satellites communications and AI. Elon's long-term goal is to scale AI compute beyond Earth where power and physical limits no longer constrain growth"  
[X Link](https://x.com/anyuser/status/2018442755253621079)  2026-02-02T21:53Z 348.5K followers, 80.4K engagements

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