#  @trychartloom Chartloom Chartloom posts on X about growth, q4, ai, eps the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2006366316710789120/interactions)  - [--] Week [-----] +67% ### Mentions: [--] [#](/creator/twitter::2006366316710789120/posts_active)  - [--] Week [--] +107% ### Followers: [--] [#](/creator/twitter::2006366316710789120/followers)  - [--] Week [--] +250% ### CreatorRank: [---------] [#](/creator/twitter::2006366316710789120/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [growth](/topic/growth) #1610, [q4](/topic/q4), [ai](/topic/ai), [eps](/topic/eps), [$nbis](/topic/$nbis) #225, [$now](/topic/$now) #69, [cloud](/topic/cloud), [$mndy](/topic/$mndy), [wall street](/topic/wall-street) #522, [history](/topic/history) **Top accounts mentioned or mentioned by** [@spluscollective](/creator/undefined) [@lensveltma46690](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Now Coin (NOW)](/topic/$now) [monday.com Ltd. (MNDY)](/topic/$mndy) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Salesforce Inc (CRM)](/topic/$crm) [Duolingo, Inc. (DUOL)](/topic/$duol) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Novo-Nordisk (NVO)](/topic/$nvo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [AppLovin Corporation (APP)](/topic/$app) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Datadog Inc (DDOG)](/topic/$ddog) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Snowflake Inc. (SNOW)](/topic/$snow) [T-Mobile (TMUS)](/topic/$tmus) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SAP SE (SAP)](/topic/$sap) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Shopify Inc (SHOP)](/topic/$shop) [UiPath, Inc. (PATH)](/topic/$path) ### Top Social Posts Top posts by engagements in the last [--] hours "Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. https://twitter.com/i/web/status/2022016856161214843 https://twitter.com/i/web/status/2022016856161214843" [X Link](https://x.com/anyuser/status/2022016856161214843) 2026-02-12T18:36Z [--] followers, [----] engagements "$NVO revenue growth: 37% 30% 19% 13% 5% -8.5% The line just crossed into negative YoY for Q4 [----]. Is that a red flag Demand concern or lapping impossible comps Chart via @trychartloom" [X Link](https://x.com/anyuser/status/2022679725093851231) 2026-02-14T14:30Z [--] followers, [---] engagements "I posted this a few days ago about $NBIS revenue projections going from $118M to $9.5B by [----] (80x in [--] years). Turns out [----] estimates are at $16.43B. That's a 139x increase from [----] to [----]. https://x.com/trychartloom/status/2022016856161214843 Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. https://t.co/ML1Z3IvID9 https://x.com/trychartloom/status/2022016856161214843" [X Link](https://x.com/anyuser/status/2023138926597128338) 2026-02-15T20:54Z [--] followers, [---] engagements "Apple earnings in a few hours The numbers we're watching: - Expected Revenue: $138.52B - Expected EPS: $2.65 $AAPL FQ1 2026" [X Link](https://x.com/trychartloom/status/2016936319310496182) 2026-01-29T18:07Z [--] followers, [----] engagements "SaaS got crushed today 🔴 My watchlist: - $NOW: -11% (P/S: 9.0x) - $MSFT: -12% (P/S: 10.3x) - $CRM: -7% (P/S: 5.0x) All down 10-23% YTD Question: Is this a buying opportunity or just the beginning What do you think 👇" [X Link](https://x.com/trychartloom/status/2016944229600174378) 2026-01-29T18:39Z [--] followers, [---] engagements "$AAPL RESULTS: 🟢EPS: $2.84 vs $2.65 exp (BEAT) 🟢Revenue: $143.76B vs $138.5B exp (BEAT) Stock reaction: 🟢2.0% after hours Breaking it down now 👇" [X Link](https://x.com/trychartloom/status/2016989719867888017) 2026-01-29T21:39Z [--] followers, [---] engagements "Apple's Q1 pattern over the last [--] years: Revenue growth has been steady: Q1 '24: $90.75B Q1 '25: $124.30B (+37%) Q1 '26: $143.76B (+16%) $AAPL" [X Link](https://x.com/trychartloom/status/2016990488134385754) 2026-01-29T21:43Z [--] followers, [---] engagements "Watching [--] Retail favorites diverge in real-time: YTD Winners 🟢 $IREN: +40% $AMZN: +7% $NBIS: +6% YTD Losers 🔴 $DUOL: -21% $PATH: -17% $HIMS: -11%" [X Link](https://x.com/trychartloom/status/2017220998735471080) 2026-01-30T12:58Z [--] followers, [---] engagements "$ADBE has quietly bought back 9% of its shares in [--] years Shares outstanding: Q1 2023: 459.5M Q4 2025: 417.0M That's 42.5M shares retired" [X Link](https://x.com/trychartloom/status/2018454499166445796) 2026-02-02T22:40Z [--] followers, [--] engagements "$PLTR just reported one of the best quarters in software: ✅ Revenue: $1.41B (beat by 5.1%) ✅ EPS: $0.25 (beat by 8.7%) But look at the GROWTH: - Revenue YoY: +70.4% - Revenue QoQ: +19.4% - EPS YoY: +78.6% - EPS QoQ: +19.0%" [X Link](https://x.com/trychartloom/status/2018466187643113666) 2026-02-02T23:26Z [--] followers, [--] engagements "$PLTR revenue acceleration is wild: Q1 2024: $634M Q2 2024: $678M Q3 2024: $726M Q4 2024: $828M Q1 2025: $884M Q2 2025: $1.00B 👈 crossed $1B Q3 2025: $1.18B Q4 2025: $1.41B" [X Link](https://x.com/trychartloom/status/2018466191011115036) 2026-02-02T23:26Z [--] followers, [--] engagements "PayPal reports Q4 earnings in next [--] hours. Expected: - EPS: $1.29 - Revenue: $8.79B Are you bullish or bearish on $PYPL 👇" [X Link](https://x.com/trychartloom/status/2018647599327457451) 2026-02-03T11:27Z [--] followers, [----] engagements "$PYPL MISSED Q4 earnings: ❌ EPS: $1.23 vs $1.29 est (-4.7% miss) ❌ Revenue: $8.68B vs $8.79B est (-1.2% miss) PayPal Down -9%" [X Link](https://x.com/trychartloom/status/2018657291952861391) 2026-02-03T12:06Z [--] followers, [----] engagements "In case you missed it: Google crushed Q4 earnings 🚀 Key highlights: ✅ Revenue: +18% YoY growth ✅ Cloud: +48% YoY (fastest growth in years) ✅ Search: +17% YoY (still the cash cow) ✅ Gemini AI: 750M monthly users ✅ Paid subs: 325M+ (YouTube etc.) $GOOG $GOOGL" [X Link](https://x.com/trychartloom/status/2019355704503808333) 2026-02-05T10:21Z [--] followers, [--] engagements "SaaS selloff update: It's brutal out there 🔴 $FIG: -84% (22% growth) 🔴 $MNDY: -69% (21% growth) 🔴 $CNSWF: -55% (17% growth) 🔴 $RBRK: -50% (49% growth) 🔴 $APP: -48% (38% growth) Is the SaaS selloff overdone or is there more pain coming" [X Link](https://x.com/trychartloom/status/2019373338242453928) 2026-02-05T11:31Z [--] followers, [---] engagements "$PYPL FCF Yield just hit 14.4% Highest ever on the chart 🚨 Is PayPal a classic value trap. or the ultimate contrarian compounder at these levels" [X Link](https://x.com/trychartloom/status/2019378081576939703) 2026-02-05T11:50Z [--] followers, [--] engagements "🚨 Amazon Q4 earnings: Mixed results ✅ Revenue: $213.30B vs $211.23B ❌ EPS: $1.95 vs $1.98 Growth rates: - Revenue YoY: +13.6% 🔴 $AMZN DOWN -10% Capex guidance higher than expected AWS beat" [X Link](https://x.com/trychartloom/status/2019518504601362775) 2026-02-05T21:08Z [--] followers, [---] engagements "Interesting take on this My view; If enterprise could or wanted to go outside of $NOW to build in-house solutions they might already done so by now talented developers and capital resources have always been available yet their customer retention is in the high 90s. So data/operational lock-in and networking might be a moat here. Will be fascinating to see how this plays out long term. https://twitter.com/i/web/status/2020164659207180409 https://twitter.com/i/web/status/2020164659207180409" [X Link](https://x.com/trychartloom/status/2020164659207180409) 2026-02-07T15:56Z [--] followers, [--] engagements "P/E ratios can mislead. Free cash flow is harder to fake. FCF Yield = Free Cash Flow / Market Cap (Higher = more cash generated per $ invested) $AAPL: 3.2% $META: 2.7% $MSFT: 2.5% $GOOGL: 1.9% $AMZN: 0.4% Which one's mispriced 👇" [X Link](https://x.com/trychartloom/status/2020170216257229042) 2026-02-07T16:18Z [--] followers, [--] engagements "@spluscollective $NOW vs $CRM breakdown: Key highlights: [--]. NOW growing 20.7% vs CRM at 8.6% (2.4x faster) [--]. NOW at 7.94x P/S vs CRM at 4.52x P/S (1.8x premium)" [X Link](https://x.com/trychartloom/status/2020209181643456615) 2026-02-07T18:52Z [--] followers, [---] engagements "Is $ZETA getting slept on while AI tailwinds build Revenue trajectory: - FY 2019: $306M - FY 2024: $1.01B - FY [----] (E): $1.98B CAGR: 27-38% across every timeframe They just raised guidance to $1.73B+ for FY [----] (30%+ YoY growth) Q4 Earnings expected: 02/24/2026" [X Link](https://x.com/trychartloom/status/2020804428475850991) 2026-02-09T10:18Z [--] followers, [---] engagements "$MNDY earnings this morning before the bell Wall Street expects: - Revenue: $330M (+4% vs Q3 +23% YoY) - EPS: $0.91 (down 22% vs Q3)" [X Link](https://x.com/trychartloom/status/2020814684090151124) 2026-02-09T10:59Z [--] followers, [---] engagements "$MNDY Monday Q4 earnings: Beat on both but guidance weak RESULTS: 🟢 EPS: $1.04 vs $0.91 est (+14.3% beat) 🟢 Revenue: $334M vs $330M est (+1.3% beat) GROWTH: 🟢 Revenue YoY: +24.6% 🔴 EPS YoY: -3.7% FY [----] guidance: $1.452B-$1.462B (18-19% growth) Market wanted more. 🔴 Stock: -11% pre-market Beat today weak outlook tomorrow = selloff https://twitter.com/i/web/status/2020832816674578909 https://twitter.com/i/web/status/2020832816674578909" [X Link](https://x.com/trychartloom/status/2020832816674578909) 2026-02-09T12:11Z [--] followers, [---] engagements "$HIMS cratered on compounded GLP-1 drama (FDA crackdown + $NVO patent suit) Now at 2x P/S vs 5yr avg 4.7x & low 1.5x. Q3 '25 rev +49% YoY but legal overhang crushing sentiment. Overvalued Undervalued Or just pricing in max fear ahead of 2/23 earnings" [X Link](https://x.com/trychartloom/status/2021191165073092751) 2026-02-10T11:55Z [--] followers, [---] engagements "$OSCR Oscar Health missed Q4 earnings on both metrics RESULTS: 🔴 EPS: -$1.24 vs -$0.92 est (34.6% miss) 🔴 Revenue: $2.80B vs $3.12B est (10.4% miss) PRE-MARKET: 🟢 Up 7.3% On Stronger FY26 guidance ($18.7B$19.0B vs Street est $12.48B)" [X Link](https://x.com/trychartloom/status/2021195314242126215) 2026-02-10T12:11Z [--] followers, [---] engagements "$10000 invested in SaaS stocks [--] years ago are now worth: 🔴 $MNDY: $3100 (-69%) 🔴 $TEAM: $4300 (-57%) 🔴 $NOW: $6600 (-34%) 🔴 $SNOW: $7800 (-22%) 🔴 $DDOG: $9600 (-4%) vs 🟢 $SPY: $13800 (+38%)" [X Link](https://x.com/anyuser/status/2021392867604992138) 2026-02-11T01:16Z [--] followers, [---] engagements "$DUOL getting hit in pre-market (-4%+) after T-Mobile drops beta for Live Translation: real-time call translation in 50+ languages baked into the network. No apps no upgrades works on any phone. Is $DUOL truly done or just another AI overreaction dip 🚨 $DUOL Earnings Feb [--] incoming. #AI #LanguageLearning $DUOL $TMUS https://twitter.com/i/web/status/2021576081640198309 https://twitter.com/i/web/status/2021576081640198309" [X Link](https://x.com/anyuser/status/2021576081640198309) 2026-02-11T13:24Z [--] followers, [---] engagements "$GRAB reports Q4 earnings tonight. Expected: - EPS: $0.01 (break-even) - Revenue: $941M Last quarter (Q3): - EPS: $0.01 - Revenue: $873M The Southeast Asia super-app story" [X Link](https://x.com/anyuser/status/2021682886571639144) 2026-02-11T20:28Z [--] followers, [---] engagements "Nebius "missed" Q4. EPS and revenue both came in below consensus. Then you look at the growth: Revenue YoY: +425.9% Revenue QoQ: +55.9% $228M in revenue. Up from $43M a year ago. Sometimes the headline miss isnt the full story. $NBIS" [X Link](https://x.com/anyuser/status/2021920035183202410) 2026-02-12T12:11Z [--] followers, [---] engagements "Wall Street expects Nebius to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. $NBIS https://twitter.com/i/web/status/2022015093999820976 https://twitter.com/i/web/status/2022015093999820976" [X Link](https://x.com/trychartloom/status/2022015093999820976) 2026-02-12T18:29Z [--] followers, [--] engagements "$AMD FCF per share just hit $1.46. A year ago it was $0.67. Two years ago it was $0.15. That's a 2Y CAGR of +212%. The AI capex cycle is finally converting to free cash flow. This is the part of the story that gets interesting" [X Link](https://x.com/anyuser/status/2022136143001919666) 2026-02-13T02:30Z [--] followers, [--] engagements "$NOW ServiceNow: Perfect revenue growth brutal stock performance. $NOW Down 10% over [--] years while S&P is up 75% https://twitter.com/i/web/status/2019741281186910456 https://twitter.com/i/web/status/2019741281186910456" [X Link](https://x.com/trychartloom/status/2019741281186910456) 2026-02-06T11:53Z [--] followers, [----] engagements "$HOOD Robinhood Q4: Beat EPS missed revenue 🟢 EPS: $0.66 vs $0.63 est (+4.8% beat) 🔴 Revenue: $1.28B vs $1.34B est (+4.6% miss) GROWTH: 🟢 EPS YoY: +22.2% 🟢 Revenue YoY: +26.2% 🔴AFTER HOURS: -7%" [X Link](https://x.com/anyuser/status/2021332214773063968) 2026-02-10T21:15Z [--] followers, [---] engagements "The Rule of [--] separates good SaaS from great SaaS. Revenue Growth % + Profit Margin % [--] Here's how the cloud giants stack up: $MNDY $SAP $CRM $NOW $APP $MSFT $PLTR" [X Link](https://x.com/anyuser/status/2022463297132347745) 2026-02-14T00:10Z [--] followers, [---] engagements "$PYPL (14.7% FCF yield) and $ADBE (9% FCF yield) get all the attention as potential value plays despite disruption fears. But $FVRR at 21.3% FCF yield Crickets. 🦗 The market is pricing in serious concerns - yet there's almost no discussion" [X Link](https://x.com/anyuser/status/2023048826693554584) 2026-02-15T14:56Z [--] followers, [---] engagements "Beauty meets Binary. 💄 $ODD is proving that a "Narrow Moat" can still be deep. With 1B+ data points and a 10.9% return rate (crushing industry averages) their AI "PowerMatch" isn't just a gimmick its a margin machine. Legacy brands are playing catch-up in a digital world ODDITY already mapped. https://twitter.com/i/web/status/2023175489989329345 https://twitter.com/i/web/status/2023175489989329345" [X Link](https://x.com/anyuser/status/2023175489989329345) 2026-02-15T23:20Z [--] followers, [--] engagements "Chartloom is coming. Spot compounders without spreadsheet fatigue: - AI SEC Audits: Risks in seconds 🤖 - Scenario Lab: Drag-and-drop models 🧪 - Deep Data: 20+ years of history 📊 Join the waitlist for early access & perks 👇 🔗 https://www.chartloom.com https://www.chartloom.com" [X Link](https://x.com/anyuser/status/2019380547462787179) 2026-02-05T12:00Z [--] followers, [---] engagements "Beauty meets Binary. 💄 $ODD is proving that a "Narrow Moat" can still be deep. With 1B+ data points and a 10.9% return rate (crushing industry averages) their AI "PowerMatch" isn't just a gimmick its a margin machine. Legacy brands are playing catch-up in a digital world ODDITY already mapped. https://twitter.com/i/web/status/2023175489989329345 https://twitter.com/i/web/status/2023175489989329345" [X Link](https://x.com/anyuser/status/2023175489989329345) 2026-02-15T23:20Z [--] followers, [--] engagements "I posted this a few days ago about $NBIS revenue projections going from $118M to $9.5B by [----] (80x in [--] years). Turns out [----] estimates are at $16.43B. That's a 139x increase from [----] to [----]. https://x.com/trychartloom/status/2022016856161214843 Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. https://t.co/ML1Z3IvID9 https://x.com/trychartloom/status/2022016856161214843" [X Link](https://x.com/anyuser/status/2023138926597128338) 2026-02-15T20:54Z [--] followers, [---] engagements "Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. https://twitter.com/i/web/status/2022016856161214843 https://twitter.com/i/web/status/2022016856161214843" [X Link](https://x.com/anyuser/status/2022016856161214843) 2026-02-12T18:36Z [--] followers, [----] engagements "$PYPL (14.7% FCF yield) and $ADBE (9% FCF yield) get all the attention as potential value plays despite disruption fears. But $FVRR at 21.3% FCF yield Crickets. 🦗 The market is pricing in serious concerns - yet there's almost no discussion" [X Link](https://x.com/anyuser/status/2023048826693554584) 2026-02-15T14:56Z [--] followers, [---] engagements "$NVO revenue growth: 37% 30% 19% 13% 5% -8.5% The line just crossed into negative YoY for Q4 [----]. Is that a red flag Demand concern or lapping impossible comps Chart via @trychartloom" [X Link](https://x.com/anyuser/status/2022679725093851231) 2026-02-14T14:30Z [--] followers, [---] engagements "The Rule of [--] separates good SaaS from great SaaS. Revenue Growth % + Profit Margin % [--] Here's how the cloud giants stack up: $MNDY $SAP $CRM $NOW $APP $MSFT $PLTR" [X Link](https://x.com/anyuser/status/2022463297132347745) 2026-02-14T00:10Z [--] followers, [---] engagements "Name this stock. Clues: - Revenue: $600M (2016) $4.8B (2025) - Went from burning cash to printing it - Not a US-founded company Wrong answers only. or right ones" [X Link](https://x.com/anyuser/status/2022401641492758837) 2026-02-13T20:05Z [--] followers, [--] engagements ""Shopify's best growth days are behind it." That was the consensus in mid-2024. Revenue YoY growth since then: 20.7% 26.1% 31.2% 26.8% 31.1% 31.5% 5Y CAGR still at 30%. The market underestimates compounders" [X Link](https://x.com/anyuser/status/2022268262000533524) 2026-02-13T11:15Z [--] followers, [--] engagements "$AMD FCF per share just hit $1.46. A year ago it was $0.67. Two years ago it was $0.15. That's a 2Y CAGR of +212%. The AI capex cycle is finally converting to free cash flow. This is the part of the story that gets interesting" [X Link](https://x.com/anyuser/status/2022136143001919666) 2026-02-13T02:30Z [--] followers, [--] engagements "Duolingo is trading at its cheapest valuation ever. P/FCF Ratio: - Peak: 92x (May 2025) - Now: 15.8x That's an 83% compression from the highs. The business didn't break. The multiple did. $DUOL" [X Link](https://x.com/anyuser/status/2022059385640419416) 2026-02-12T21:25Z [--] followers, [---] engagements "Nebius "missed" Q4. EPS and revenue both came in below consensus. Then you look at the growth: Revenue YoY: +425.9% Revenue QoQ: +55.9% $228M in revenue. Up from $43M a year ago. Sometimes the headline miss isnt the full story. $NBIS" [X Link](https://x.com/anyuser/status/2021920035183202410) 2026-02-12T12:11Z [--] followers, [---] engagements "AI infrastructure stocks performance YTD: $IREN: -12.97% $AMD: -4.43% $NVDA: +1.88% $NBIS: +5.85% $SMCI: +9.46% $TSM: +23.10% $MU: +43.77% $VRT: +53.39% Which one has more room to run in 2026" [X Link](https://x.com/anyuser/status/2021910152694136956) 2026-02-12T11:32Z [--] followers, [---] engagements "$GRAB reports Q4 earnings tonight. Expected: - EPS: $0.01 (break-even) - Revenue: $941M Last quarter (Q3): - EPS: $0.01 - Revenue: $873M The Southeast Asia super-app story" [X Link](https://x.com/anyuser/status/2021682886571639144) 2026-02-11T20:28Z [--] followers, [---] engagements "$SHOP NOW DOWN -8% https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb" [X Link](https://x.com/anyuser/status/2021602185050480877) 2026-02-11T15:08Z [--] followers, [---] engagements "$SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking" [X Link](https://x.com/anyuser/status/2021597528446148724) 2026-02-11T14:49Z [--] followers, [---] engagements "$DUOL getting hit in pre-market (-4%+) after T-Mobile drops beta for Live Translation: real-time call translation in 50+ languages baked into the network. No apps no upgrades works on any phone. Is $DUOL truly done or just another AI overreaction dip 🚨 $DUOL Earnings Feb [--] incoming. #AI #LanguageLearning $DUOL $TMUS https://twitter.com/i/web/status/2021576081640198309 https://twitter.com/i/web/status/2021576081640198309" [X Link](https://x.com/anyuser/status/2021576081640198309) 2026-02-11T13:24Z [--] followers, [---] engagements "$10000 invested in SaaS stocks [--] years ago are now worth: 🔴 $MNDY: $3100 (-69%) 🔴 $TEAM: $4300 (-57%) 🔴 $NOW: $6600 (-34%) 🔴 $SNOW: $7800 (-22%) 🔴 $DDOG: $9600 (-4%) vs 🟢 $SPY: $13800 (+38%)" [X Link](https://x.com/anyuser/status/2021392867604992138) 2026-02-11T01:16Z [--] followers, [---] engagements "$HOOD Robinhood Q4: Beat EPS missed revenue 🟢 EPS: $0.66 vs $0.63 est (+4.8% beat) 🔴 Revenue: $1.28B vs $1.34B est (+4.6% miss) GROWTH: 🟢 EPS YoY: +22.2% 🟢 Revenue YoY: +26.2% 🔴AFTER HOURS: -7%" [X Link](https://x.com/anyuser/status/2021332214773063968) 2026-02-10T21:15Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@trychartloom Chartloom
Chartloom posts on X about growth, q4, ai, eps the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] +67%
Mentions: [--] #
- [--] Week [--] +107%
Followers: [--] #
- [--] Week [--] +250%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks cryptocurrencies
Social topic influence growth #1610, q4, ai, eps, $nbis #225, $now #69, cloud, $mndy, wall street #522, history
Top accounts mentioned or mentioned by @spluscollective @lensveltma46690
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Now Coin (NOW) monday.com Ltd. (MNDY) PayPal Holdings Inc (PYPL) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Salesforce Inc (CRM) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Novo-Nordisk (NVO) Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) AppLovin Corporation (APP) Advanced Micro Devices (AMD) Iris Energy Limited (IREN) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Atlassian Corporation PLC (TEAM) Datadog Inc (DDOG) SPDR S&P [---] ETF Trust (SPY) Snowflake Inc. (SNOW) T-Mobile (TMUS) Grab Holdings Limited Class A Ordinary Shares (GRAB) Robinhood Markets, Inc. (HOOD) SAP SE (SAP) ODDITY Tech Ltd (ODD) Shopify Inc (SHOP) UiPath, Inc. (PATH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. https://twitter.com/i/web/status/2022016856161214843 https://twitter.com/i/web/status/2022016856161214843"
X Link 2026-02-12T18:36Z [--] followers, [----] engagements
"$NVO revenue growth: 37% 30% 19% 13% 5% -8.5% The line just crossed into negative YoY for Q4 [----]. Is that a red flag Demand concern or lapping impossible comps Chart via @trychartloom"
X Link 2026-02-14T14:30Z [--] followers, [---] engagements
"I posted this a few days ago about $NBIS revenue projections going from $118M to $9.5B by [----] (80x in [--] years). Turns out [----] estimates are at $16.43B. That's a 139x increase from [----] to [----]. https://x.com/trychartloom/status/2022016856161214843 Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. https://t.co/ML1Z3IvID9 https://x.com/trychartloom/status/2022016856161214843"
X Link 2026-02-15T20:54Z [--] followers, [---] engagements
"Apple earnings in a few hours The numbers we're watching: - Expected Revenue: $138.52B - Expected EPS: $2.65 $AAPL FQ1 2026"
X Link 2026-01-29T18:07Z [--] followers, [----] engagements
"SaaS got crushed today 🔴 My watchlist: - $NOW: -11% (P/S: 9.0x) - $MSFT: -12% (P/S: 10.3x) - $CRM: -7% (P/S: 5.0x) All down 10-23% YTD Question: Is this a buying opportunity or just the beginning What do you think 👇"
X Link 2026-01-29T18:39Z [--] followers, [---] engagements
"$AAPL RESULTS: 🟢EPS: $2.84 vs $2.65 exp (BEAT) 🟢Revenue: $143.76B vs $138.5B exp (BEAT) Stock reaction: 🟢2.0% after hours Breaking it down now 👇"
X Link 2026-01-29T21:39Z [--] followers, [---] engagements
"Apple's Q1 pattern over the last [--] years: Revenue growth has been steady: Q1 '24: $90.75B Q1 '25: $124.30B (+37%) Q1 '26: $143.76B (+16%) $AAPL"
X Link 2026-01-29T21:43Z [--] followers, [---] engagements
"Watching [--] Retail favorites diverge in real-time: YTD Winners 🟢 $IREN: +40% $AMZN: +7% $NBIS: +6% YTD Losers 🔴 $DUOL: -21% $PATH: -17% $HIMS: -11%"
X Link 2026-01-30T12:58Z [--] followers, [---] engagements
"$ADBE has quietly bought back 9% of its shares in [--] years Shares outstanding: Q1 2023: 459.5M Q4 2025: 417.0M That's 42.5M shares retired"
X Link 2026-02-02T22:40Z [--] followers, [--] engagements
"$PLTR just reported one of the best quarters in software: ✅ Revenue: $1.41B (beat by 5.1%) ✅ EPS: $0.25 (beat by 8.7%) But look at the GROWTH: - Revenue YoY: +70.4% - Revenue QoQ: +19.4% - EPS YoY: +78.6% - EPS QoQ: +19.0%"
X Link 2026-02-02T23:26Z [--] followers, [--] engagements
"$PLTR revenue acceleration is wild: Q1 2024: $634M Q2 2024: $678M Q3 2024: $726M Q4 2024: $828M Q1 2025: $884M Q2 2025: $1.00B 👈 crossed $1B Q3 2025: $1.18B Q4 2025: $1.41B"
X Link 2026-02-02T23:26Z [--] followers, [--] engagements
"PayPal reports Q4 earnings in next [--] hours. Expected: - EPS: $1.29 - Revenue: $8.79B Are you bullish or bearish on $PYPL 👇"
X Link 2026-02-03T11:27Z [--] followers, [----] engagements
"$PYPL MISSED Q4 earnings: ❌ EPS: $1.23 vs $1.29 est (-4.7% miss) ❌ Revenue: $8.68B vs $8.79B est (-1.2% miss) PayPal Down -9%"
X Link 2026-02-03T12:06Z [--] followers, [----] engagements
"In case you missed it: Google crushed Q4 earnings 🚀 Key highlights: ✅ Revenue: +18% YoY growth ✅ Cloud: +48% YoY (fastest growth in years) ✅ Search: +17% YoY (still the cash cow) ✅ Gemini AI: 750M monthly users ✅ Paid subs: 325M+ (YouTube etc.) $GOOG $GOOGL"
X Link 2026-02-05T10:21Z [--] followers, [--] engagements
"SaaS selloff update: It's brutal out there 🔴 $FIG: -84% (22% growth) 🔴 $MNDY: -69% (21% growth) 🔴 $CNSWF: -55% (17% growth) 🔴 $RBRK: -50% (49% growth) 🔴 $APP: -48% (38% growth) Is the SaaS selloff overdone or is there more pain coming"
X Link 2026-02-05T11:31Z [--] followers, [---] engagements
"$PYPL FCF Yield just hit 14.4% Highest ever on the chart 🚨 Is PayPal a classic value trap. or the ultimate contrarian compounder at these levels"
X Link 2026-02-05T11:50Z [--] followers, [--] engagements
"🚨 Amazon Q4 earnings: Mixed results ✅ Revenue: $213.30B vs $211.23B ❌ EPS: $1.95 vs $1.98 Growth rates: - Revenue YoY: +13.6% 🔴 $AMZN DOWN -10% Capex guidance higher than expected AWS beat"
X Link 2026-02-05T21:08Z [--] followers, [---] engagements
"Interesting take on this My view; If enterprise could or wanted to go outside of $NOW to build in-house solutions they might already done so by now talented developers and capital resources have always been available yet their customer retention is in the high 90s. So data/operational lock-in and networking might be a moat here. Will be fascinating to see how this plays out long term. https://twitter.com/i/web/status/2020164659207180409 https://twitter.com/i/web/status/2020164659207180409"
X Link 2026-02-07T15:56Z [--] followers, [--] engagements
"P/E ratios can mislead. Free cash flow is harder to fake. FCF Yield = Free Cash Flow / Market Cap (Higher = more cash generated per $ invested) $AAPL: 3.2% $META: 2.7% $MSFT: 2.5% $GOOGL: 1.9% $AMZN: 0.4% Which one's mispriced 👇"
X Link 2026-02-07T16:18Z [--] followers, [--] engagements
"@spluscollective $NOW vs $CRM breakdown: Key highlights: [--]. NOW growing 20.7% vs CRM at 8.6% (2.4x faster) [--]. NOW at 7.94x P/S vs CRM at 4.52x P/S (1.8x premium)"
X Link 2026-02-07T18:52Z [--] followers, [---] engagements
"Is $ZETA getting slept on while AI tailwinds build Revenue trajectory: - FY 2019: $306M - FY 2024: $1.01B - FY [----] (E): $1.98B CAGR: 27-38% across every timeframe They just raised guidance to $1.73B+ for FY [----] (30%+ YoY growth) Q4 Earnings expected: 02/24/2026"
X Link 2026-02-09T10:18Z [--] followers, [---] engagements
"$MNDY earnings this morning before the bell Wall Street expects: - Revenue: $330M (+4% vs Q3 +23% YoY) - EPS: $0.91 (down 22% vs Q3)"
X Link 2026-02-09T10:59Z [--] followers, [---] engagements
"$MNDY Monday Q4 earnings: Beat on both but guidance weak RESULTS: 🟢 EPS: $1.04 vs $0.91 est (+14.3% beat) 🟢 Revenue: $334M vs $330M est (+1.3% beat) GROWTH: 🟢 Revenue YoY: +24.6% 🔴 EPS YoY: -3.7% FY [----] guidance: $1.452B-$1.462B (18-19% growth) Market wanted more. 🔴 Stock: -11% pre-market Beat today weak outlook tomorrow = selloff https://twitter.com/i/web/status/2020832816674578909 https://twitter.com/i/web/status/2020832816674578909"
X Link 2026-02-09T12:11Z [--] followers, [---] engagements
"$HIMS cratered on compounded GLP-1 drama (FDA crackdown + $NVO patent suit) Now at 2x P/S vs 5yr avg 4.7x & low 1.5x. Q3 '25 rev +49% YoY but legal overhang crushing sentiment. Overvalued Undervalued Or just pricing in max fear ahead of 2/23 earnings"
X Link 2026-02-10T11:55Z [--] followers, [---] engagements
"$OSCR Oscar Health missed Q4 earnings on both metrics RESULTS: 🔴 EPS: -$1.24 vs -$0.92 est (34.6% miss) 🔴 Revenue: $2.80B vs $3.12B est (10.4% miss) PRE-MARKET: 🟢 Up 7.3% On Stronger FY26 guidance ($18.7B$19.0B vs Street est $12.48B)"
X Link 2026-02-10T12:11Z [--] followers, [---] engagements
"$10000 invested in SaaS stocks [--] years ago are now worth: 🔴 $MNDY: $3100 (-69%) 🔴 $TEAM: $4300 (-57%) 🔴 $NOW: $6600 (-34%) 🔴 $SNOW: $7800 (-22%) 🔴 $DDOG: $9600 (-4%) vs 🟢 $SPY: $13800 (+38%)"
X Link 2026-02-11T01:16Z [--] followers, [---] engagements
"$DUOL getting hit in pre-market (-4%+) after T-Mobile drops beta for Live Translation: real-time call translation in 50+ languages baked into the network. No apps no upgrades works on any phone. Is $DUOL truly done or just another AI overreaction dip 🚨 $DUOL Earnings Feb [--] incoming. #AI #LanguageLearning $DUOL $TMUS https://twitter.com/i/web/status/2021576081640198309 https://twitter.com/i/web/status/2021576081640198309"
X Link 2026-02-11T13:24Z [--] followers, [---] engagements
"$GRAB reports Q4 earnings tonight. Expected: - EPS: $0.01 (break-even) - Revenue: $941M Last quarter (Q3): - EPS: $0.01 - Revenue: $873M The Southeast Asia super-app story"
X Link 2026-02-11T20:28Z [--] followers, [---] engagements
"Nebius "missed" Q4. EPS and revenue both came in below consensus. Then you look at the growth: Revenue YoY: +425.9% Revenue QoQ: +55.9% $228M in revenue. Up from $43M a year ago. Sometimes the headline miss isnt the full story. $NBIS"
X Link 2026-02-12T12:11Z [--] followers, [---] engagements
"Wall Street expects Nebius to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. $NBIS https://twitter.com/i/web/status/2022015093999820976 https://twitter.com/i/web/status/2022015093999820976"
X Link 2026-02-12T18:29Z [--] followers, [--] engagements
"$AMD FCF per share just hit $1.46. A year ago it was $0.67. Two years ago it was $0.15. That's a 2Y CAGR of +212%. The AI capex cycle is finally converting to free cash flow. This is the part of the story that gets interesting"
X Link 2026-02-13T02:30Z [--] followers, [--] engagements
"$NOW ServiceNow: Perfect revenue growth brutal stock performance. $NOW Down 10% over [--] years while S&P is up 75% https://twitter.com/i/web/status/2019741281186910456 https://twitter.com/i/web/status/2019741281186910456"
X Link 2026-02-06T11:53Z [--] followers, [----] engagements
"$HOOD Robinhood Q4: Beat EPS missed revenue 🟢 EPS: $0.66 vs $0.63 est (+4.8% beat) 🔴 Revenue: $1.28B vs $1.34B est (+4.6% miss) GROWTH: 🟢 EPS YoY: +22.2% 🟢 Revenue YoY: +26.2% 🔴AFTER HOURS: -7%"
X Link 2026-02-10T21:15Z [--] followers, [---] engagements
"The Rule of [--] separates good SaaS from great SaaS. Revenue Growth % + Profit Margin % [--] Here's how the cloud giants stack up: $MNDY $SAP $CRM $NOW $APP $MSFT $PLTR"
X Link 2026-02-14T00:10Z [--] followers, [---] engagements
"$PYPL (14.7% FCF yield) and $ADBE (9% FCF yield) get all the attention as potential value plays despite disruption fears. But $FVRR at 21.3% FCF yield Crickets. 🦗 The market is pricing in serious concerns - yet there's almost no discussion"
X Link 2026-02-15T14:56Z [--] followers, [---] engagements
"Beauty meets Binary. 💄 $ODD is proving that a "Narrow Moat" can still be deep. With 1B+ data points and a 10.9% return rate (crushing industry averages) their AI "PowerMatch" isn't just a gimmick its a margin machine. Legacy brands are playing catch-up in a digital world ODDITY already mapped. https://twitter.com/i/web/status/2023175489989329345 https://twitter.com/i/web/status/2023175489989329345"
X Link 2026-02-15T23:20Z [--] followers, [--] engagements
"Chartloom is coming. Spot compounders without spreadsheet fatigue: - AI SEC Audits: Risks in seconds 🤖 - Scenario Lab: Drag-and-drop models 🧪 - Deep Data: 20+ years of history 📊 Join the waitlist for early access & perks 👇 🔗 https://www.chartloom.com https://www.chartloom.com"
X Link 2026-02-05T12:00Z [--] followers, [---] engagements
"Beauty meets Binary. 💄 $ODD is proving that a "Narrow Moat" can still be deep. With 1B+ data points and a 10.9% return rate (crushing industry averages) their AI "PowerMatch" isn't just a gimmick its a margin machine. Legacy brands are playing catch-up in a digital world ODDITY already mapped. https://twitter.com/i/web/status/2023175489989329345 https://twitter.com/i/web/status/2023175489989329345"
X Link 2026-02-15T23:20Z [--] followers, [--] engagements
"I posted this a few days ago about $NBIS revenue projections going from $118M to $9.5B by [----] (80x in [--] years). Turns out [----] estimates are at $16.43B. That's a 139x increase from [----] to [----]. https://x.com/trychartloom/status/2022016856161214843 Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. https://t.co/ML1Z3IvID9 https://x.com/trychartloom/status/2022016856161214843"
X Link 2026-02-15T20:54Z [--] followers, [---] engagements
"Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. https://twitter.com/i/web/status/2022016856161214843 https://twitter.com/i/web/status/2022016856161214843"
X Link 2026-02-12T18:36Z [--] followers, [----] engagements
"$PYPL (14.7% FCF yield) and $ADBE (9% FCF yield) get all the attention as potential value plays despite disruption fears. But $FVRR at 21.3% FCF yield Crickets. 🦗 The market is pricing in serious concerns - yet there's almost no discussion"
X Link 2026-02-15T14:56Z [--] followers, [---] engagements
"$NVO revenue growth: 37% 30% 19% 13% 5% -8.5% The line just crossed into negative YoY for Q4 [----]. Is that a red flag Demand concern or lapping impossible comps Chart via @trychartloom"
X Link 2026-02-14T14:30Z [--] followers, [---] engagements
"The Rule of [--] separates good SaaS from great SaaS. Revenue Growth % + Profit Margin % [--] Here's how the cloud giants stack up: $MNDY $SAP $CRM $NOW $APP $MSFT $PLTR"
X Link 2026-02-14T00:10Z [--] followers, [---] engagements
"Name this stock. Clues: - Revenue: $600M (2016) $4.8B (2025) - Went from burning cash to printing it - Not a US-founded company Wrong answers only. or right ones"
X Link 2026-02-13T20:05Z [--] followers, [--] engagements
""Shopify's best growth days are behind it." That was the consensus in mid-2024. Revenue YoY growth since then: 20.7% 26.1% 31.2% 26.8% 31.1% 31.5% 5Y CAGR still at 30%. The market underestimates compounders"
X Link 2026-02-13T11:15Z [--] followers, [--] engagements
"$AMD FCF per share just hit $1.46. A year ago it was $0.67. Two years ago it was $0.15. That's a 2Y CAGR of +212%. The AI capex cycle is finally converting to free cash flow. This is the part of the story that gets interesting"
X Link 2026-02-13T02:30Z [--] followers, [--] engagements
"Duolingo is trading at its cheapest valuation ever. P/FCF Ratio: - Peak: 92x (May 2025) - Now: 15.8x That's an 83% compression from the highs. The business didn't break. The multiple did. $DUOL"
X Link 2026-02-12T21:25Z [--] followers, [---] engagements
"Nebius "missed" Q4. EPS and revenue both came in below consensus. Then you look at the growth: Revenue YoY: +425.9% Revenue QoQ: +55.9% $228M in revenue. Up from $43M a year ago. Sometimes the headline miss isnt the full story. $NBIS"
X Link 2026-02-12T12:11Z [--] followers, [---] engagements
"AI infrastructure stocks performance YTD: $IREN: -12.97% $AMD: -4.43% $NVDA: +1.88% $NBIS: +5.85% $SMCI: +9.46% $TSM: +23.10% $MU: +43.77% $VRT: +53.39% Which one has more room to run in 2026"
X Link 2026-02-12T11:32Z [--] followers, [---] engagements
"$GRAB reports Q4 earnings tonight. Expected: - EPS: $0.01 (break-even) - Revenue: $941M Last quarter (Q3): - EPS: $0.01 - Revenue: $873M The Southeast Asia super-app story"
X Link 2026-02-11T20:28Z [--] followers, [---] engagements
"$SHOP NOW DOWN -8% https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb"
X Link 2026-02-11T15:08Z [--] followers, [---] engagements
"$SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking"
X Link 2026-02-11T14:49Z [--] followers, [---] engagements
"$DUOL getting hit in pre-market (-4%+) after T-Mobile drops beta for Live Translation: real-time call translation in 50+ languages baked into the network. No apps no upgrades works on any phone. Is $DUOL truly done or just another AI overreaction dip 🚨 $DUOL Earnings Feb [--] incoming. #AI #LanguageLearning $DUOL $TMUS https://twitter.com/i/web/status/2021576081640198309 https://twitter.com/i/web/status/2021576081640198309"
X Link 2026-02-11T13:24Z [--] followers, [---] engagements
"$10000 invested in SaaS stocks [--] years ago are now worth: 🔴 $MNDY: $3100 (-69%) 🔴 $TEAM: $4300 (-57%) 🔴 $NOW: $6600 (-34%) 🔴 $SNOW: $7800 (-22%) 🔴 $DDOG: $9600 (-4%) vs 🟢 $SPY: $13800 (+38%)"
X Link 2026-02-11T01:16Z [--] followers, [---] engagements
"$HOOD Robinhood Q4: Beat EPS missed revenue 🟢 EPS: $0.66 vs $0.63 est (+4.8% beat) 🔴 Revenue: $1.28B vs $1.34B est (+4.6% miss) GROWTH: 🟢 EPS YoY: +22.2% 🟢 Revenue YoY: +26.2% 🔴AFTER HOURS: -7%"
X Link 2026-02-10T21:15Z [--] followers, [---] engagements
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