Summary: Bullish GOOGL on Waymo's expanding paid airport rides; sees continued growth as a positive catalyst.

GOOGLE’S $GOOGL WAYMO TO BEGIN TESTING RIDES IN CALIFORNIA AIRPORTS. WAYMO SAYS THEY WILL OFFER PAID AIRPORT RIDES LATER THIS YEAR.

BULLISH WAYMO! THEY KEEP EXPANDING!! 📈 🚀 https://t.co/6P5MehDab9


Summary: Bought more AMZN today; agrees it deserves a higher valuation than its current Mag7-cheapest multiple implies.

structural marker; pre-classified as canonical yfinance ticker

@Mindset4Money_X Not at all, bought more today

Based on future operating cash flows, Amazon is the cheapest business of the Mag 7.

Do you think it deserves to be?

$AMZN https://t.co/g15mRXoy6B


Summary: Actively buying Amazon shares; live long position disclosed.

I have been buying shares of Amazon $AMZN.


Summary: Bullish GOOGL on Waymo's London expansion next year, citing robotaxi leadership.

industry='Internet Content & Information'

GOOGLE $GOOGL WAYMO TO LAUNCH IN LONDON NEXT YEAR. THE ROBOTAXI LEADER KEEPS EXPANDING. 🤩

Bullish! https://t.co/FB2iFwyahI


Summary: Long HOOD over a decade despite current expensive optics; expects much larger gains.

@SelfMadeMastery Idk still looks optically expensive but that has held me from alot of gains in this one I know will be alot bigger in a decade

Anyone buying this $HOOD dip after those spectacular numbers?

I'm reluctant to mess up my $15 average, but it's soooo tempting...the disrespect it's being given is delicious for  longterm investors.


Summary: UNH at low $300s seen as cheap and good for long-term value.

UnitedHealth Group $UNH shares are still pretty cheap here in my personal opinion…

LOW $300s is a good price for long-term value. 🤷♂ https://t.co/z8wHFaHYIU


Bitcoin $BTC is very likely going lower. 😳

Summary: Author endorses Kalshi's 70% odds, calling Bitcoin very likely headed lower.

JUST IN: 70% chance Bitcoin drops below $80K


Summary: Bullish HOOD after Summit event; terse decisive quality verdict praising Robinhood as best brokerage.

Seeing a LOT of people switch to Robinhood $HOOD after this Summit event… looks like Vlad Tenev and the entire Robinhood team crushed it again!!! 👏

Best. Brokerage. Hands. Down. https://t.co/6zU0LV5fPt


Summary: Bullish GOOGL on full AI stack vertical integration, reinforced by NVIDIA CEO's praise of Google TPUs.

NVIDIA $NVDA CEO PRAISES GOOGLE’S $GOOGL TPUs…

Praise from arguably the best CEO in the world is not something to be ignored. Google owns the full AI stack and is vertically integrated so well, everyone knows it. BULLISH.

https://t.co/lR8kGdSWhN


Summary: Author sees phenomenal risk-reward in both Google and Amazon from current levels.

Google $GOOGL and Amazon $AMZN risk-reward are both still phenomenal in my personal opinion…

While everyone’s in panic mode... Druckenmiller just loaded up 437,070 $AMZN shares before Christmas.

The guy who ran Duquesne Capital for 30 years, averaging 30% annual returns with zero down years.


Summary: Strongly bullish on Oscar Health following an unspecified catalyst.

OMG this is so uberly bullish for Oscar Health $OSCR why did I not see this…

LFG. BULLS WIN. 🐂 https://t.co/SwicCPAKcG


Summary: Bullish OSCR; author praises recent momentum with the new Oscar Unlocks digital rewards program.

Oscar Health $OSCR drops a new “Oscar Unlocks” program. This is a digital rewards program for Oscar members.

Oscar is cooking recently. 🔥

🎁 Introducing Oscar Unlocks, our new digital rewards program for Oscar members.

With Oscar Unlocks, members can gain rewards, fun badges, and more just by completing simple tasks that help them personalize and make the most of their plan.

How it works:

– Members complete https://t.co/iVQY7Zr3Vh


Summary: Bullish on Microsoft following the Azure-powered Germany public sector AI partnership with SAP and OpenAI.

@satyanadella @SAP @OpenAI Bullish Microsoft!!!

We’re partnering with @SAP and @OpenAI to bring the latest AI innovation to Germany’s public sector, powered by Microsoft Azure.

Together, we’ll help millions of German public sector employees use AI safely and responsibly, while meeting the strictest data sovereignty, security,


Fundamentally it's in a better position than ever, long-term will be a massive winner. Recent poor performance makes it more attractive.

Summary: Long Amazon long-term; fundamentals stronger than ever and recent underperformance vs S&P makes it more attractive entry.

@money_cruncher Fundamentally it’s in a better position than ever, long-term will be a massive winner. Recent poor performance makes it more attractive.

Amazon stock is up 42% in the last 5 years.

S&P 500 is up 101% in the last 5 years.

Just because a stock did well in the past, it doesn't mean it will continue doing so in the future.

This is why I just buy index funds and chill.


Google's $GOOGL Waymo just keeps scaling. Lovely to see.

Summary: Bullish on GOOGL as Waymo continues to scale geographically.

Google’s $GOOGL Waymo just keeps scaling. Lovely to see. 👏 👏

Starting today, @Waymo will begin to offer service on freeways across the San Francisco Bay Area, Phoenix and Los Angeles. Plus, Waymo is expanding service from San Francisco all the way down to San Jose, including curbside service at San José Mineta International Airport (SJC).


Summary: Enthusiastically bullish HOOD on launch of Robinhood Ventures giving retail access to pre-IPO private companies.

ROBINHOOD $HOOD LAUNCHES ROBINHOOD VENTURES ALLOWING INVESTORS TO GET ACCESS TO PRIVATE COMPANIES BEFORE THEY GO PUBLIC IN A CLOSED END FUND. WOW! 🤩 https://t.co/neQD9qirOt


Summary: Sees AMZN's YTD underperformance vs e-commerce peers as a buying opportunity.

Totally not putting pressure on you, Amazon

$BABA +123% YTD
$SE +73% YTD
$CPNG +48% YTD
$SHOP +42% YTD
$PDD +39% YTD
$ETSY +37% YTD
$MELI +32% YTD
$JD 3.78% YTD
$AMZN +1.23% YTD https://t.co/UMIcbui18C


HOLY BULLISH MOVES FROM GOOGLE $GOOGL. PEOPLE FROM AROUND THE WORLD WILL BE USING GOOGLE'S AI PRODUCTS!!!

Summary: Bullish GOOGL on Google AI Plus expanding to 40+ countries, driving global AI product adoption.

HOLY BULLISH MOVES FROM GOOGLE $GOOGL. PEOPLE FROM AROUND THE WORLD WILL BE USING GOOGLE’S AI PRODUCTS!!! YES! 🙌

Google AI Plus is now available in 40+ countries 🌏

Google AI Plus is our newest plan designed to empower people in emerging markets to do more with Google AI, for less. Now, even more people around the world can access our productivity and creativity tools at a more accessible https://t.co/mLqH0zwrk4


Summary: Bullish Google on continued innovation with Search Live launch.

New Google Search feature just dropped, Search Live! Google KEEPS INNOVATING. 👏

$GOOG $GOOGL

Search Live is now available to everyone in the US in English—no Labs opt-in needed! To have a real-time back-and-forth conversation with Search, simply use your voice to ask questions out loud, or your camera to show Search what you see.

Ready to try it out? Here are 5 ways you


You can go LONGGGG Google $GOOGL and Amazon $AMZN at today's valuations and probably outperform the market by a wide margin imo

Summary: Long GOOGL and AMZN at current valuations; expects wide margin outperformance vs the market.

You can go LONGGGG Google $GOOGL and Amazon $AMZN at today’s valuations and probably outperform the market by a wide margin imo.

Just owning these two companies…


Summary: OpenAI's ChatGPT instant checkout partnership with Shopify and Etsy seen as a bullish catalyst for both stocks.

OPENAI LAUNCHES INSTANT CHECKOUT ON CHATGPT PARTNERING WITH SHOPIFY $SHOP AND ETSY $ETSY. WOW. 🤯 https://t.co/jwQLdG0fmB


Summary: PYPL is cheap; terse but decisive bullish valuation call.

PayPal $PYPL is cheap, that’s it. That’s the tweet.


FSD is substantially safer than human driving, and it will only get safer.

Summary: Bullish TSLA: FSD safety superiority over human driving is durable and improving.

Autopilot & FSD Supervised safety data

In Q3 2025, we recorded 1 crash for every 6.36 million miles driven in which drivers were using Autopilot technology

By comparison, the most recent data available from NHTSA & FHWA (from 2023) shows that in the United States there was an https://t.co/8isNe7X4vg


Summary: Bullish DKNG: acquisition of CFTC-regulated prediction market platform Railbird positions it in a growing market.

DRAFTKINGS $DKNG WITH A POP AFTER-HOURS AFTER ACQUIRING CFTC-REGULATED PREDICTION MARKET PLATFORM RAILBIRD…

PREDICTION MARKETS ARE THE FUTURE, INVESTORS KNOW IT, SPORTSBOOKS KNOW IT, EVERYONE KNOWS IT. https://t.co/tpe8q0ubfN


Google $GOOGL Gemini is the REAL DEAL. 🤯

Summary: Decisive bullish verdict on GOOGL based on Gemini's accelerating MAU growth.

$GOOGL Gemini’s curve is the one actually accelerating with It more than doubling MAUs from January to November.

$MSFT Copilot trend is different since they have huge enterprise distribution with no corresponding lift in monthly users which tells you Microsoft isn’t converting https://t.co/UQZE7bmER1


I think it's getting a bit ahead of itself

Summary: HOOD overextended after rally; implied bearish lean.

@Mr_Derivatives I think it’s getting a bit ahead of itself

$HOOD Another +4% day.

Oh my goodness..

126B market cap!

Charles Schwab is at $176B.

This is wild.


Summary: Author endorses Ethereum co-founder's 100x call, vouching for ETH's upside potential.

ETHEREUM $ETH CO-FOUNDER JOE LUBIN SAYS HE CAN SEE A 100X FROM HERE.

THAT’S $400,000 PER $ETH. WOW. 🤯 https://t.co/NtlEH0L9e5


Summary: Expects short interest in BABA to drop after results, implying bullish price action ahead.

35mm shares of $BABA were short going into today's results. wonder how many will be Tuesday morning?


Summary: Considering entering a long ETH position next week; bullish on institutional blockchain adoption thesis.

Indeed, wallstreet is going on the blockchain. Give it time. Next week I may be entering into Ethereum $ETH. 🫣

Tom Lee: “Wallstreet doesn’t care about speed, they want $ETH.”

Ethereum $ETH is the future. 📈 🚀 https://t.co/N4m4A9j5Ym


the statistics speak phenomenally for Google's Waymo

Summary: Bullish GOOGL on Waymo safety data showing strong superiority over human drivers.

WAYMO RELEASED SAFETY DATA TODAY COMPARING SAFETY IN A WAYMO TO RIDING IN A CAR WITH AN AVERAGE HUMAN DRIVER, THE STATISTICS SPEAK PHENOMENALLY FOR GOOGLE’S WAYMO! 🤩

$GOOGL $GOOG https://t.co/271aIOQazQ


Summary: Top buy has shifted from Google to Amazon; author's highest-conviction long is now AMZN.

My top buy WAS Google $GOOGL now it’s the ‘Zon $AMZN ‼

MOARRRRR https://t.co/1ayyWafEuY


Summary: Long GOOGL on excitement about a new Gemini 'build anything' app suggesting an AI studio product.

Woah what is that new “build anything” app there??!?!?

An app for an A.I. studio perhaps? Long Google $GOOGL ‼

Build anything with Gemini anywhere.

Something is cooking :) https://t.co/satzzdaj2p


DOJ case is resolved next week and they're not forced to sell-off Chrome so the stock moons

Summary: Bullish GOOGL into next week's DOJ resolution; expects no Chrome sell-off forces stock higher.

Me when Google $GOOGL DOJ case is resolved next week and they’re not forced to sell-off Chrome so the stock moons.

Winning. 🏆

https://t.co/aN5mSJDMqX


Summary: Bullish GOOGL; Gemini/Siri partnership signals a valuation re-rating higher.

The good news keeps coming.

$GOOGL Gemini will be tested by Siri for its upcomming AI Search tool.


Summary: Looking to initiate a long position in HOOD on a dip.

@pepemoonboy I want a nice dip so i can initiate a pos

Robinhood’s acceleration in revenue and assets under management will be unprecedented.

Right now, $HOOD already has more millennial users than every other brokerage combined.

And here’s the kicker…millennials are just beginning to inherit trillions in wealth from their parents


Summary: Bullish AMZN: OpenAI partnership seen as a pure upside catalyst.

Partnering with OpenAI is literally free money at this point…

$AMZN https://t.co/0tjUadBjFI


Summary: Bullish GOOGL: YouTube in the best position of all streaming companies despite bumpy TV-time growth.

One of Google's $GOOGL many crown jewels YouTube continues to trend upwards in terms of TV time but it is bumpy and it's not just consecutive increases in % of TV time anymore.

Still in the best position of all the streaming companies though IMO. https://t.co/nMbbAFP7NL


I am so bullish Google $GOOGL it's not normal

Summary: Strongly bullish Google/Alphabet.

I am so bullish Google $GOOGL it’s not normal.


Summary: Bullish GOOGL; argues 25x earnings is not expensive, implying upside.

Google $GOOGL is NOT expensive at 25x earnings lol.


Summary: Bullish GOOGL on Waymo's exponentially growing ride projections per Bloomberg.

Google $GOOGL Waymo weekly ride projections is projected to grow EXPONENTIALLY according to Bloomberg. 🤯 https://t.co/c6K2BqK8tX


Summary: Author flags AI content pact talks between Reddit and Google as bullish for both stocks.

REDDIT $RDDT IN TALKS TO PARTNER WITH GOOGLE $GOOGL ON AN ARTIFICIAL INTELLIGENCE CONTENT PACT. BULLISH! https://t.co/VPd5MNhIIE


Summary: Bullish GOOGL: AI narrative shift from laggard to leader driving valuation re-rating.

It’s been wild watching Google $GOOGL shift from the A.I. laggard to the A.I. leader in narrative.

This also corresponds to the re-rating in their valuation which I did predict a while back.

🤷♂

We’ve been intensely cooking Gemini 3 for a while now, and we’re so excited and proud to share the results with you all. Of course it tops the leaderboards, including @arena, HLE, GPQA etc, but beyond the benchmarks it’s been by far my favourite model to use for its style and https://t.co/2hDaGJoT6C


Summary: Author calls INTC-TSM manufacturing partnership talks bullish for both stocks.

INTEL $INTC IS OFFICIAL IN TALKS WITH TAIWAN SEMI $TSM ON MANUFACTURING PARTNERSHIPS! 👀

BULLISH FOR BOTH. https://t.co/HoPrTqpSsk


Summary: Bullish AMZN; views it as a strong risk-adjusted opportunity being overlooked by the market.

Amazon $AMZN is SUCH a good risk-adjusted opportunity here... it isn't even funny how much the market is looking over this name like it's nothing.


Summary: Bullish Google on Gemini's #1 App Store ranking as evidence of AI leadership, not laggard.

GOOGLE GEMINI IS CURRENTLY 1 IN THE APP STORE. THEY ARE A LEADER IN A.I. AND NOT A LAGGARD. BULLISH.

$GOOGL $GOOG https://t.co/EO1ENNDSnT


Summary: Bullish UNH as Medicare Advantage plans set to be more lucrative and top-rated.

UNITEDHEALTH $UNH BACK UP TO $330/SHARE AS PRELIMINARY DATA SHOWS MOST MEDICARE ADVANTAGE PLANS WILL BE MORE LUCRATIVE AND TOP-RATED.

BULLISH! 📈 🚀 https://t.co/IdIz2CyoIw


Google Cloud's growth, visualized, is one of the most beautiful charts to look at

Summary: Bullish GOOGL on Google Cloud's impressive growth trajectory.

Google Cloud’s growth, visualized, is one of the most beautiful charts to look at…

$GOOGL $GOOG https://t.co/lhvLysEtvO


Summary: Bullish GOOGL as a leader in quantum computing as the technology becomes relevant.

Quantum Computing could become a thing…

Seems Google $GOOGL is at the forefront of it too. Really cool. 🤯

JUST IN: Elon Musk says quantum computing is becoming relevant


Summary: Bullish ETH long-term on stablecoin/tokenization thesis, institutional adoption, and deflationary burn mechanics; close to buying.

Stablecoin/Tokenization thesis in the long-term. What has helped me is thinking about it like a tech company because I have been anti-crypto for a while labeling all crypto as sort of "the greater fool theory" but with $ETH I think it's different.

Blackrock, PayPal, Robinhood, J.P. Morgan, Wells Fargo, and many many others have already stated to use the $ETH network for one of these reasons being either stablecoin or tokenization.

If institutions start adopting $ETH and the usage of it goes up so will the value for the long-term as $ETH burns a little of itself off with each transaction. Now we are seeing all the attention driven from Tom Lee and others which helps. You can also stake $ETH and generate income for holding it.

So, doing more research and close to buying while understanding it's definitely a riskier bet than stocks. I am intrigued though!

@DividendDude_X What about it in particular?


Summary: Predicts NVDA closes at $210.55 by end of 2025, implying upside from current levels.

@Mr_Derivatives Nvidia $NVDA will close at $210.55

🚨 Heisenberg Contest 🚨

Let's run another contest back. And I'll make it easier this time and guarantee the winner.

Guess $NVDA's exact closing price to end 2025. So the exact CLOSE on December 31st 2025.

Closest to it will win about $1,000 (judging from my recent X payouts).


Summary: Bullish NVDA on insane/unbelievable data center revenue growth.

Absolutely INSANE data center revenue growth for Nvidia $NVDA. Truly unbelievable. 🤯 https://t.co/FyFipQmHBV


Summary: Bullish HOOD as a key player in prediction markets, which author believes are the future.

Prediction markets are the future and the world is just starting to notice.

All players involved will be big winners IMO.

$HOOD

ROBINHOOD ANNOUNCES PREDICTION MARKETS UPDATE FOR NOVEMBER:

- November was the biggest month yet for Prediction Markets, 3B contracts traded up +20% from October

- 9.5 billion contracts have been traded all time

- New event called "Robinhood Presents: YES/NO” will be https://t.co/kl0of4Kp2G


Summary: Bullish on AMZN at current levels.

@PronkDaniel I really like Amazon $AMZN here!!!

Typically when people start quoting the low 5-yr returns on $AMZN, it's a good time to get interested.

Past returns are not an indicator of current value or future returns.

$AMZN was overvalued in 2020/21. The business needed to catch up, and it has.


Summary: Bullish GOOGL as Gemini surpasses ChatGPT in US iOS downloads and other metrics.

GOOGLE GEMINI IS STARTING TO PASS CHATGPT IN VARIOUS METRICS. NOW IOS DOWNLOADS IN AMERICA. BULLISH! 📈 🚀

$GOOGL $GOOG

GEMINI JUST PASSED CHATGPT IN U.S. IOS DOWNLOADS


Summary: Bearish HOOD; stock seen as overvalued at current levels despite Citizens upgrade.

@amitisinvesting The stock seems stretched here valuation wise

$HOOD

Robinhood gets a pretty massive upgrade today by Citizens Bank to $170 from $130.

The reason? Well…

They upgraded their Q3 EPS by 27% and Q3 adjusted EBITDA by 10% — pretty large moves against consensus estimates.

They continue to believe Robinhood will enter new


Summary: Shares record $300B OpenAI-Oracle cloud deal as implicitly bullish catalyst for ORCL.

OPENAI AND ORACLE $ORCL SIGN A $300 BILLION DOLLAR CLOUD COMPUTING DEAL, THE BIGGEST IN HISTORY. 🤯 https://t.co/iYap3fCx8D


Summary: Bullish NVDA on China market access via Trump/Xi deal; expects broader market futures to rip.

This is huge for Nvidia $NVDA plus the deal for the whole stock market…

FUTES RIP LATER?!??! 📈 🚀

$NVDA - HUANG:TRUMP/XI DEAL ENSURES NVIDIA COMPETES IN CHINA'S MARKET


Summary: HOOD looks attractive after breaking below $100; implied bullish at current levels.

ROBINHOOD $HOOD BREAKS BELOW $100/SHARE. LOOKING INTERESTING HERE. 🤔 https://t.co/7EGmAAa3R1


Summary: Author endorses bullish stance on UNH, citing superinvestor and fund buying as a positive signal.

Superinvestors and funds are massively bullish UnitedHealth $UNH it appears. Definitely a good sign. 🤷♂

Btw, $UNH was most bought stock by superinvestors and funds for two quarters in a row..

I think its possible it happens in Q4 as well.. trifecta incoming https://t.co/gi6di5kW6S


Summary: Endorses going long Amazon; straightforward bullish call.

@buccocapital Going long amazon is ez and good

Want to get long $AMZN but everyone I know who works there says it’s firmly Day 2 and Jassy stinks

Might still close my eyes and do it


Summary: Disagrees with parent's bubble call on ORCL; bullish stance on cloud growth trajectory.

@amitisinvesting Wowza, def not a bubble

$ORCL

oh my goodness

- cloud revenue expected to grow +77% to $18 billion this year

- backlog grew +359% to $455 billion

- cloud revenue expectations: $32 billion, $73 billion, $114 billion, and then $144 billion over subsequent four years

biggest bubble ever 🥶

+22% https://t.co/e1VNA9OxlZ


Summary: Endorses long AMZN as an easy call.

Might be time to go long on $AMZN... Again...


Price targets for Google $GOOGL being RAISED. 👀

Summary: Author endorses Guggenheim's raised PT on GOOGL to $375, maintaining Buy rating.

Guggenheim today raised its price target on Google $GOOGL up to $375 from $330 while maintaining its Buy rating


Summary: Expects GOOGL to eventually reach $300/share.

Me when Google $GOOGL eventually hits $300/share… https://t.co/BlNir2mf1u


Summary: GOOGL is worth $300/share; implied bullish price target above current levels.


Summary: Bullish AMZN on robotics scale-up being a major positive catalyst.

Amazon’s total number of deployed robots has 66x in 10 years.

The robotics program began after its 2012 acquisition of Kiva Systems for $775m. It aimed at automating warehouse picking and sorting.

What started as a logistics efficiency project has evolved into one of the https://t.co/veRDDoeuPC


Summary: Bullish on Google following positive reception of its AI Mode search product.

Google AI Mode has gotten very useful when I wasn't looking. An iterative dialogue about search turns out to be surprisingly helpful for many kinds of search, and it is really fast.


Summary: Implies DUOL is approaching a valuation floor and may be too cheap to pass up.

At what point is the green bird just too cheap to ignore??

$DUOL https://t.co/rGeqjqcFHy


Summary: Bullish GOOGL on Google Cloud locking in $58B+ new backlog, total ~$106B.

GOOGLE CLOUD LOCKS IN OVER $58B OVER THE NEXT TWO YEARS NOW THEIR TOTAL BACKLOG IS AROUND $106B. 🤯

MAJORLY BULLISH!!! 📈 🚀

$GOOGL $GOOG https://t.co/8avuCEC5XK


Google $GOOGL and Amazon $AMZN BOTH want $300!!!

Summary: Both GOOGL and AMZN targeting $300.


Summary: Both GOOGL and AMZN targeting $300.


Summary: Endorses Adobe as cheap and high-quality; bullish lean.

@QualityInvest5 Cheap, definitely cheap and seems to be a high quality business so i like it

If I had the cash, Adobe would be 30% of my portfolio right now

I have SOO much conviction

$ADBE


Summary: OSCR surging after-hours on Trump signaling a deal on ACA health subsidies.

TRUMP SAYS HE WOULD MAKE A DEAL ON AFFORDABLE CARE ACT HEALTH SUBSIDIES OSCAR HEALTH $OSCR IS ABSOLUTELY RIPPING AFTER-HOURS HOLY SHEESH. 🤯 https://t.co/tyYTAUIsah


Summary: Decisive bullish verdict on TSM; endorses parent's thesis that TSMC wins across all AI chip scenarios.

In the end, whether it is $NVDA, $AMD, $GOOGL TPUs, $AMZN Trainium, OpenAI chip, etc, one company benefits and wins in ALL the scenarios, and it's $TSM.

$TSM has become one of my biggest positions; it is growing revenue at +25%, almost 50% operating margin, still reasonably


Summary: Long AMZN: robot-driven automation will explode margins over coming decades and is not priced in.

Amazon $AMZN will see margins explode in the coming decades. This is NOT priced in.

The age of automation is here.

JUST IN: Amazon $AMZN plans to replace 600,000 US workers with robots. https://t.co/T9rxXiIohU


Summary: Bullish on QCOM following announcement of AI data center chips to compete with NVDA and AMD.

QUALCOMM $QCOM STOCK IS MOONING RIGHT NOW AFTER ANNOUNCING THAT THEY ARE ROLLING OUT NEW AI DATA CENTER CHIPS TO TAKE ON THE LIKES OF NVIDIA $NVDA AND AMD $AMD. 🤯

BIG MOVE FOR QUALCOMM ‼ https://t.co/pV6RGgIipK


Summary: Bullish on Opendoor following new CEO announcement; market approves the hire.

MARKET LOVES THIS MOVE.

$OPEN https://t.co/p0T9mrYsrn

After 6 years at Shopify, I’m joining @Opendoor as CEO.  Here is why:

It is incredibly important that we use all of our energy and every modern tool at our disposal to build products that make home ownership easier.  We must make the process of buying and selling a home less


Summary: Decisive bullish quality verdict on HOOD as it crosses $140 for the first time.

ROBINHOOD $HOOD CROSSES $140/SHARE FOR THE FIRST TIME EVER. WOW THIS THING IS A BEAST. 🤯 https://t.co/Xzqki2Pp3n


Summary: Buying AMZN on dips; views it as a bullet-proof beast worth accumulating.

Nobody wants Amazon $AMZN, this thing bleeds on a daily basis.

Happy to keep buying cheaper shares though. I will gladly show this bullet-proof beast of a company some love. 😂 https://t.co/rv7lT7wQGk


Summary: Bullish on PayPal following multi-year Google partnership announcement.

$PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP!

Specifically called out in the presser:
- Agentic Shopping and Commerce Experiences
- PayPal will be one of the key PSP across products like Google Cloud, Google Ads, and Google Play.
- PayPal will use Google AI https://t.co/LZl2yyempD


Summary: Apple AirPods live translation is a new bear case for Duolingo's language-learning business.

Translation now available on the Apple $AAPL airpods 3 LIVE. This is a new bear case for Duolingo $DUOL. 😳

https://t.co/Y533hoapiq


Summary: Long GOOGL: Gemini leading AI model race, 62% odds best model by end-2025, running away with the lead on data advantages.

Gemini now at 62% odds of being the best A.I. model by the end of 2025 per @Kalshi. Google $GOOGL is an A.I. leader and the numbers keep proving it.

Gemini is the best LLM, and will continue to be the best LLM well into the future. They are running away with the lead and have all the data in the world to improve user experience faster than anyone else.


Summary: Bullish on Oscar Health; guidance reiteration seen as a positive catalyst.

Great news for Oscar $OSCR as they also reiterated their Fiscal 2025 guidance.


Summary: Bullish GOOGL as Gemini takes the lead in LLMs/AI over ChatGPT; author is an excited shareholder.

So uh, does anyone still think ChatGPT will disrupt Google $GOOGL?!??! Or is it the other way around now?

If OpenAI had a stock I'd bet they'd be going down right now as Gemini is coming for the throne in terms of LLMs and just A.I. generally.

Exciting times to be a Google shareholder.

Sorry for the mass tweeting, just excited.

I'll shut up now. 😂


Summary: Bullish ETH as the foundational layer for Wall Street, with adoption accelerating.

Ethereum $ETH will be what wallstreet is built on in the future. I think. We are really starting to see adoption accelerate across the board. 📈 🚀

VANECK CEO RECENTLY CALLED ETHEREUM $ETH “THE WALLSTREET TOKEN.” WOW! 🤯

https://t.co/JDI1nvUddb


Summary: Decisive bullish quality verdict on MELI.

@DimitryNakhla Crazy!!! $MELI is a beast

$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝 https://t.co/Yqz7v9O0pW


Summary: Endorses multiple analyst PT raises on GOOGL with Buy/Overweight ratings.

JPMorgan today raised its price target on Google $GOOGL to $260 up from $232 while maintaining its Overweight rating

Bank of America today raised its price target on Google $GOOGL to $252 up from $217 while maintaining its Buy rating

Needham today raised its price target on


NVIDIA $NVDA TO TAKE UP TO A $2 BILLION DOLLAR STAKE IN ELON'S xAI. BULLISH.

Summary: Author flags NVDA taking a ~$2B stake in xAI as bullish for NVDA.

NVIDIA $NVDA TO TAKE UP TO A $2 BILLION DOLLAR STAKE IN ELON’S xAI. BULLISH. 🤯 https://t.co/3RKWpYqmzV


Amazon $AMZN and Google $GOOGL were two EZ longs… yeah. They're still EZ longs IMO

Summary: Reaffirms AMZN and GOOGL as easy longs; still holds the view.

Remember when I said Amazon $AMZN and Google $GOOGL were two EZ longs… yeah. They’re still EZ longs IMO. 🤷♂


Summary: Bullish NVDA citing Jensen's claim that NVDA beats competitors even if rivals gave chips away free.

NVIDIA $NVDA CEO JENSEN HUANG SAYS THAT IF NVIDIA’S COMPETITORS GAVE OUT THEIR CHIPS FOR FREE NVIDIA WOULD STILL BE THE BETTER OPTION. HOLY BULLISH. 🤯

https://t.co/yro78lk8Zk


Summary: Domestic chip mandate puts TSM under tariff pressure while being a major tailwind for INTC.

PRESIDENT TRUMP TO ISSUE NEW DOMESTIC CHIP MANUFACTURING MANDATE. 🇺🇸

THE NEW PLAN WOULD PUT FOREIGN ENTITIES LIKE TAIWAN SEMI $TSM UNDER PRESSURE TO MANUFACTURE IN AMERICA OR FACE MASSIVE TARIFFS AND THIS IMMENSELY HELPS INTEL $INTC WHICH IS UP A TON OVERNIGHT. 🤯 https://t.co/a1Q0hHaK90


THIS IMMENSELY HELPS INTEL $INTC WHICH IS UP A TON OVERNIGHT


Summary: Bullish GOOGL on AI capabilities introduced directly into the browser.

GOOGLE $GOOGL INTRODUCES A.I. CAPABILITIES BUILT RIGHT INTO YOUR BROWSER. BULLISH. 📈 🚀

https://t.co/dc30kb0vQe


Summary: Bullish GOOGL on 1GW India data center deal expanding AI monetization across Ads, YouTube, and Cloud.

GOOGLE $GOOGL TO SIGN 1GW DATA CENTER DEAL WITH INDIA:

Google expanding regional capacity to monetize AI services throughout Ads, YouTube, and most importantly Cloud. BULLISH! 📈 🚀 https://t.co/OjWLadWT07


Summary: Long CRM: if $60B FY2030 revenue target materializes, stock is extremely cheap at current prices.

Salesforce $CRM just said it expects $60 Billion of Revenue in Fiscal Year 2030…

If this happens the stock is extremely inexpensive today. The market likes it. https://t.co/KnSKxRvVCY


Robinhood $HOOD is the brokerage of the future, another great quarter. Each quarter keeps proving it.

Summary: Bullish HOOD: durable quality verdict — brokerage of the future with consistent quarterly execution.


Summary: Despite post-earnings dip, author views UNH as not expensive; implied bullish.

So UnitedHealth $UNH with a meet on revenue and a beat on EPS and guidance yet the stock is down slightly. What else is new?

Still not expensive here IMO. 🤷♂ https://t.co/bZNip6EnVC


Summary: Bullish AMZN as logistics rapidly takes share from legacy players.

Amazon $AMZN logistics is taking market-share from legacy players, and fast. This is a sight to see for Amazon holders! 🤩 https://t.co/R9yThNoSqx


Summary: Bullish GOOGL on Gemini topping App Store charts above ChatGPT.

Google’s $GOOGL Gemini has been #1 in the App Store for a while now. Above ChatGPT. SO BULLISH! https://t.co/CQSfqtVrlF


Summary: Plans to add to DAVE position after strong earnings report.

LMAO the market is funny…

Probably gonna add a bit.

$DAVE https://t.co/lpRfqm2pWr

Dave $DAVE with a PHENOMENAL earnings report. Glad I own some shares of this puppy, one of the most underrated fintechs there is.

Lending as a business can be VERY profitable. Noice. 👌 https://t.co/UOiPi4zhGA


Amazon $AMZN is quite literally the best risk-adjusted opportunity I have seen in a while…

Summary: Bullish AMZN as the best risk-adjusted opportunity seen in a while.


Summary: Long GOOGL: full-stack AI position with Ironwood TPU launch seen as a durable competitive advantage that will pay off.

Google $GOOGL just officially dropped its 7th generation TPU named “Ironwood” & it is an ABSOLUTE BEAST…

Google is the only full-stack company in the A.I. game and that will payoff big time for them I think.

This video is also STUNNING. 🤯 https://t.co/qqLOgxz4zS


Summary: Bullish on Lyft and Google on Waymo-Lyft autonomous ride-hailing partnership in Nashville.

Google’s $GOOGL Waymo & Lyft $LYFT PARTNER to bring autonomous ride-hailing to Nashville! Lyft is SOARING due to this. Bullish!! 📈 🚀 https://t.co/AcHZNCZeIw


Definitely undervalued for the long run today imo. Love it here.

Summary: Long AMZN: undervalued despite AWS leadership, e-commerce dominance, fast-growing ads, Prime, and optionality in robotics/Zoox/Kuiper.

The fact that Amazon $AMZN is up less than 40% in the past 5 years baffles me. Definitely undervalued for the long run today imo.

- #1 leader in cloud with AWS
- #1 in e-commerce
- #3 in advertising and growing fast
- One of the most if not the most popular subscription with Prime

And organic call options in robotics as well as Zoox, Kuiper and others. Love it here. 🤷♂


Summary: Actively buying AMZN dip despite others advising against it; live long position.

Me buying the Amazon $AMZN dip because the stock is down again & again after everyone is telling me not to… https://t.co/HfuU6HlEXq


Summary: Long GOOGL long-term; author dismisses overvaluation concerns at current price.

I don't think Google $GOOGL is grossly overvalued at this point today. As a long-term investor I am sticking with them for the long run regardless of people on here screaming about valuation. Now if it goes up another 100% from here with no fundamentals change we have a different story.


Summary: Endorses UNH as cheap; implied bullish from current levels.

@TheLongInvest Definitely a cheap stock right now

This can not be emphasised enough

And this is why $UNH is my largest equity position


Summary: Bullish Meta; amazed by 30% revenue growth guidance at its scale, implying durable upside.

Absolutely insane that a company as big as Meta $META is guiding for THIRTY PERCENT revenue growth. WTF.

Zuck is on one…


Summary: Implied bullish on software sector; views current selloff as overblown panic, not a fundamental end.

US software sector ETF IGV (iShares Expanded Tech-Software)

Sentiment on software right now is surreal. The market is acting like these companies are all done for…

All this red has been in 2 weeks btw.


Summary: Long GOOGL; author is a shareholder and highly impressed with Gemini 3.

The more I use Google’s $GOOGL Gemini 3 the more impressed I become. This model is absolutely incredible.

Although take my messaging with a grain of salt as I am an enthusiastic Google shareholder. 😅


Summary: Strongly long both GOOGL and AMZN as the most obvious high-return, low-effort trade.

Going giga long Google $GOOGL and Amazon $AMZN may be the most profitable thing to do while requiring the least thought IMO.


Summary: Bullish on Coinbase launching stock and prediction market trading; author endorses the strategic moves.

industry='Financial Data & Stock Exchanges'

Coinbase $COIN is launching both stock trading and prediction market trading. Stock trading using stablecoins as the background and prediction markets trading using Kalshi as the background.

Good moves from Coinbase IMO.


Summary: Bullish DIS — stock dip on what author views as a solid earnings print implies upside.

Disney $DIS shares down a bit today on what seemed like a SOLID earnings print… https://t.co/Y4k1lpuZ8i


The Nike $NKE CEO is buying shares of the stock. Insiders can sell for many reasons but they only buy for one...

Summary: Bullish NKE on insider buying signal: CEO purchased $1M in shares, insiders only buy for one reason.

$NKE CEO has just purchased $1 million worth of shares at $61

Apple CEO Tim Cook purchased $NKE shares few days ago https://t.co/6d1KItMTtA


I see Adobe at today's prices closer to Google $GOOGL sub $200 than PayPal

Summary: Bullish ADBE at current prices; author likens it to GOOGL sub-$200 rather than PYPL, implying undervaluation.

Not saying the comparisons between Adobe $ADBE and PayPal $PYPL are completely baseless.

BUT I see Adobe at today’s prices closer to Google $GOOGL sub $200 than PayPal.

Just sayin’

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You can view my live portfolio on Blossom for free: https://t.co/apWzvqgrK0


Summary: Long AMZN; author endorses view that it remains persistently undervalued by the market.

Feels like Amazon $AMZN is perpetually criminally underrated by Mr. Market.

Criminally underrated heading into 2026.  $AMZN https://t.co/8sPjtJbXyd


Summary: NVDA's 5% drop makes no sense; should be up 5–10% on the report.

Nvidia $NVDA being down 5% off that report makes no sense, should be up 5% or 10%. 🤣


Google $GOOGL is the internet, and it's becoming AI too

Summary: Bullish GOOGL: 90T monthly tokens on Vertex AI signals Google is cementing its AI dominance alongside internet leadership.

Holy 90 TRILLION MONTHLY TOKENS processed on Google Cloud Vertex AI by retail customers. WOW. 🤯

Google $GOOGL is the internet, and it’s becoming AI too. https://t.co/qniXtCGpxf


Summary: Long GOOGL; author claims Google will win the AI race based on Gemini market-share hitting all-time highs.

Google $GOOGL Gemini market-share now at 22%. This is an all-time high for them up from 19.5% a month ago.

Google is going to win the AI race.

It is only a matter of time. https://t.co/tF4BrQJPuB


Summary: Still wants to open a starter position in NFLX at $70s; waiting patiently for the entry on this high-quality, growthy business at fair-cheap valuation.

Dammit the stock is up a good bit today.

I wanted the $70s with Netflix $NFLX.

Will be patient ofc.

Netflix $NFLX is so close to the $70s, if we get there I am opening a starter position and will be adding it as a core holding in my portfolio most likely.

High-quality, growthy business which at that point would be trading at a fair-cheap valuation in my personal opinion. https://t.co/WeBA5gPdW9


Summary: Bullish GOOGL: endorses Ackman's thesis, sees path to largest market cap globally, plus Waymo upside.

In spirit of Google $GOOGL possibly getting to become the largest company in the world (right now second largest)…

Here is Bill Ackman simply laying out the Google $GOOGL thesis in 30 seconds.

I come back to this video often. https://t.co/e8jc4KHE2L

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The cheapest out of mag 7 part is outdated but rest applies + WAYMO


Summary: Bullish HOOD: Trump's praise of CEO Vlad Tenev signals Robinhood could be a primary broker for Trump Accounts.

Trump on Vlad Tenev: “Vlad Tenev… young guy… nice young guy.”

This is so unbelievably bullish Robinhood $HOOD.

They probably will be one of the main brokers for Trump Accounts I think. Could be wrong though.

https://t.co/4QTwow1FIL


Summary: Bullish RDDT on $7.5M director insider buy; author implies insiders only buy when they expect the stock to rise.

Massive Reddit $RDDT insider buy of $7.5M…

Insider buys only mean one thing.

Reddit Inc $RDDT Director just purchased over $7,482,139 worth of shares https://t.co/WDa0bDmYB7


Summary: Bullish NFLX at current levels.

@bdinvestingg Netflix is looking real good here imo

4 undervalued stocks to buy longterm without losing sleep

$META  -24% from ATH
$AMZN -11% from ATH
$NFLX -40% from ATH
$MSFT -19% from ATH

These companies will exist & have strong earnings growth for the next 20-30 years https://t.co/lgf6lJmrLr


Summary: ServiceNow CEO cancels planned stock sales and plans to buy $3M more; author frames bullishly with +4% reaction.

ServiceNow $NOW executives have cancelled planned stock sales and the CEO has said he plans to buy $3 MILLION more of the stock…

+4% https://t.co/G6aKrTa5hR


Summary: Bullish CRM in mid-$220s on flat 5-year price action despite improving fundamentals and early Agentforce adoption.

Would ya look at that Salesforce $CRM is awarded a nice contract with the US Army. 🇺🇸

Up 3%-ish in the pre-market.

Sentiment is still in the gutter for this name though. https://t.co/hGXqOGAap0

Nobody is talking about Salesforce $CRM anymore but it seems attractive here in the mid $220s.

It has literally done basically nothing price action wise in 5 years despite improving fundamentals.

Also their AI solutions (Agentforce) is seeing some adoption.

I like it here. https://t.co/3fKZqARQiE


Summary: Opened a tracker long position in Netflix.

I just opened a tracker position for Netflix $NFLX. I, technically, am now a shareholder.

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Track my live portfolio for free on Blossom Social (download using this link): https://t.co/apWzvqfTUs


Google $GOOGL earnings call is just showing that they are literally firing on ALL cylinders. WOW.

Summary: Enthusiastic durable verdict on GOOGL earnings call; firing on all cylinders implies continued strength.


Summary: Long AMZN as the top robotics play in the market.

I believe Amazon $AMZN is the best robotics play in the entire market.


Summary: Bullish TSLA on unsupervised self-driving cars appearing in Austin; author calls it a big milestone.

Unsupervised self-driving cars from Tesla $TSLA are now being spotted in Austin, Texas. 🤯

This is BIG.

https://t.co/ZEEpbSncCN


we may actually get a nice Visa $V & Mastercard $MA dip. Visa is down nearly 5% today, a big dip in these names for a headline that doesn't affect them would be so nice

Summary: Hoping for a buyable dip in V and MA on a headline the author views as irrelevant to their fundamentals.

OMG we may actually get a nice Visa $V & Mastercard $MA dip. Visa is down nearly 5% today, a big dip in these names for a headline that doesn’t affect them would be so nice.

Keep falling! https://t.co/LQmfBNrg46


we may actually get a nice Visa $V & Mastercard $MA dip. a big dip in these names for a headline that doesn't affect them would be so nice


Summary: Bullish Google: Gemini integration into Chrome will drive LLM adoption via Google's ecosystem.

Gemini is being directly integrated into Chrome. The biggest browser in the entire world.

Google is now taking advantage of their ecosystem so people begin to use Gemini as their default LLM.

I think it’s going to work. 🤷♂

$GOOG $GOOGL


Summary: Plans to open a starter position in NFLX at $70s, viewing it as a high-quality growth stock at a fair-cheap valuation.

Netflix $NFLX is so close to the $70s, if we get there I am opening a starter position and will be adding it as a core holding in my portfolio most likely.

High-quality, growthy business which at that point would be trading at a fair-cheap valuation in my personal opinion. https://t.co/WeBA5gPdW9

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Track my live portfolio for free on Blossom Social (download using this link): https://t.co/apWzvqfTUs


Summary: Bullish AMZN: Prime Video is underrated, citing 31.6M viewers for Packers-Bears as evidence of underappreciated value.

Amazon $AMZN states that 31.61 MILLION viewers watched Packers-Bears on Saturday.

That is a LOT of people.

Amazon Prime Video is an underrated Amazon business segment. 🤷♂ https://t.co/Fj3uN1LDvq


Summary: Holds LEAP longs on UNH and FI; GOOGL largest holding, aggressively adding AMZN to 40%+ position.

PORTFOLIO UPDATE: JANUARY 10TH 2026

To summarize, I cut a lot of fat off the portfolio I would like to say and I introduced a new LEAP option on UnitedHealth $UNH as well.

So to be clear, my two LEAP options are on UnitedHealth $UNH and Fiserv $FI. I don't plan on utilizing LEAPs all that often but it gave me the chance to tax-loss harvest and use the rest of the cash to still be exposed to the upside of these names.

For the rest of the portfolio, Google $GOOGL is still my largest holding and I have been adding aggressively to Amazon $AMZN as you can see now a 40%+ position. I have also added to $SCHG too.

I haven't touched my Oscar $OSCR position and the 0.01% of Bitcoin $BTC is just from Robinhood $HOOD holidays event that I so far have decided to keep.

These past 1-2 months have been a lot of cutting down. I axed a lot of positions (you can see the ones I axed from my last portfolio update) and I want to simplify my portfolio too simply my highest conviction holdings and I have done that. I plan to simplify my portfolio even more in 2026 and hone in on a few high-quality names so stay tuned for that. Thanks for reading!

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If you want to see my LIVE portfolio I now am sharing that on Blossom Social (Check it out for FREE): https://t.co/apWzvqgrK0

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Also if you want to use Snowball Analytics the portfolio software in the original post you can use this link: https://t.co/j12G6Bk9bF


Google $GOOGL is still my largest holding


I have been adding aggressively to Amazon $AMZN as you can see now a 40%+ position


Gemini 3 is an absolutely incredible model. Probably the best I have used so far in almost every facet. Google $GOOGL and the team killed it.

Summary: Bullish GOOGL on Gemini 3 being the best model the author has used; decisive quality verdict.


Summary: Ackman disclosed a new long position in Meta; author shares/endorses the directional stake.

BILL ACKMAN NOW HOLDS A POSITION IN META $META. https://t.co/UjoXDddONs


Summary: Wants AMZN to keep falling; bearish lean on further downside.

Markets actually aren’t horrible. I would love Amazon $AMZN to keep getting pummeled.


Summary: Implies further downside for DUOL after ~83% collapse from highs; not sure the decline is over.

Next time Duolingo $DUOL asks if you did did your Duolingo today ask the green bird to check on its stock.

It has gone from $540 at the highs to now $90 a share.

Genuinely, do not think I have seen this big a collapse ever. I am not sure it’s over either. https://t.co/adYxauMPpm


Summary: Bullish TSLA; calls Marques Brownlee's FSD praise a big endorsement.

Marques Brownlee says that Tesla $TSLA has the best full self-driving!

This is a big endorsement for Tesla.

https://t.co/OC1R574Mn8


Summary: ADBE starting to look interesting at current levels; implied accumulation interest.

God damn Adobe $ADBE can not catch a break… imagine this thing goes into the $200s. 👀

Starting to look really interesting at this price. https://t.co/9u95dE3bLT


UBS says Amazon's $AMZN AWS will see their growth rate rise to 38%. A further acceleration.

Summary: Shares UBS call that AWS growth accelerates to 38%; implied bullish AMZN.

UBS says Amazon’s $AMZN AWS will see their growth rate rise to 38%. A further acceleration. https://t.co/YIQFAQ7UWX


Summary: Bullish ADBE on historically low ~10% FCF yield valuation.

Adobe $ADBE is approaching a 10% FCF yield, this is easily the cheapest the stock has been in basically it's lifetime... https://t.co/oklSWOZBND


Summary: Decisively bullish GOOGL: Gemini's personal intelligence from cross-app data gives Google an insurmountable AI moat over competitors.

Google $GOOGL wants it all, look at the difference in responses from a LLM with personal intelligence versus without.

Google's Gemini will have this personal intelligence from your usage of their other apps, websites, and software across your devices.

Other competitors will not.

Google wins the AI race. That's it.

Announcing Personal Intelligence, a more personalized @GeminiApp designed just for you.

How it works:
— Customized: With your permission, it reasons across your @Gmail, @YouTube, @GooglePhotos, and Search apps to share hyper-relevant and context-aware responses
— Secure: If https://t.co/9Y8pfS46de


Summary: Bullish GOOGL: Gemini fastest-growing GenAI tool in 2025, taking share and positioning Google as AI leader.

Google's $GOOGL Gemini was the fastest growing Generative AI tool in 2025. Gemini is taking market-share. Google is becoming the leader in AI. https://t.co/o5YizDeI4O

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Chart from @Similarweb


Summary: Bullish MSFT: at 24.5x earnings near 5-year valuation floor, implying attractive entry.

Microsoft $MSFT at 24.5x earnings is very close to the cheapest valuation that Microsoft was traded at in the past 5 years...

Are people interested?? https://t.co/4hUEQNjD99


Summary: Bullish TSLA: insurance pricing already at half reflects strong FSD safety improvement, seen as a crucial positive data point.

This is possibly the most crucial data point for FSD there is.

The fact that insurance prices for Tesla $TSLA FSD is already HALF speaks volumes.

Lemonade Insurance says that as Tesla FSD improves, prices will go down further.

Their graph shows prices dropping as FSD safety increases through V15, V16, V17, etc. https://t.co/33B7PhQ60p


Summary: Long AMZN on Zoox robotaxi deployment visibility on the Las Vegas Strip.

Long Amazon $AMZN.

Zoox is Amazon’s robotaxi.

There are Zoox driverless vehicles all over the strip https://t.co/OyaUxZvdFR


The AI revolution is not slowing down, it's speeding up.

Summary: Bullish TSM: beat + raised guidance signals AI buildout is accelerating, not slowing.

Taiwan Semiconductor $TSM is up over 3.3% overnight after beating earnings and raising guidance…

The AI revolution is not slowing down, it’s speeding up. 👀 https://t.co/7ebHnB7CyZ


Summary: Bullish AAPL: will win the AI race with minimal CapEx spend.

Apple $AAPL as they sit back & relax knowing they still will win the AI race while spending virtually no CapEx. https://t.co/OKuHGGVtiv

Apple went with the sit back and just buy the winner who's out of cash method https://t.co/9IfHpprf9p


Summary: Any dip in V and MA from Trump credit-rate-cap headlines would be a buying opportunity; they are payment processors unaffected by interest rate caps.

I would love to see Visa $V and Mastercard $MA fall from grace over the headline of Trump capping credit card interest rates…

These two have nothing to do with that and it would be a fantastic opportunity IMO.

They simply are payment processors. The banks are the ones involved in credit card interest rates.


Summary: Bullish UNH; sees it as a sleeping giant set up for recovery, needs time.

Many have forgotten about the sleeping giant UnitedHealth $UNH.

I still think the stock looks nicely set up for a recovery in the future.

It just needs time.

Patience, bulls, patience.


Summary: Endorses PYPL buyout thesis; current valuation is low, implying upside.

@StockSavvyShay @elonmusk do it the valuation is low

The funniest outcome might also be the most obvious one which is Elon Musk buying back $PYPL for ~$50B and turning it into the default payments rail across the Muskonomy. https://t.co/R90zwC0nll


Summary: Bullish NFLX on content quality and potential Warner Bros acquisition unlocking long-term entertainment upside.

@ecommerceshares Idk they have some of the best shows and movies out there and if they acquire Warner Bros massive long-term entertainment potential imo

$NFLX revenue +17%

Subscribers +8%

Yet view hours only increased +2% y/y in H2 2025, so basically -6% per sub.

What are the limits of this “Disciplined Extraction” strategy (eg create enough engagement to justify the subscription, then extract maximum price)?

🤔


Summary: Bearish AMZN: litany of headwinds (Cramer bullish, bombed DCs, OpenAI competition, $200B capex, Bezos sales, dilution) leads to conclusion the stock never goes up.

Life of an Amazon $AMZN shareholder

> Jim Cramer is bullish
> Amazon owned data centers being bombed
> Massive investments being made into OpenAI
> $200B in CapEx just this year
> Jeff Bezos sells shares anytime there’s any momentum
> Issuing more shares quarterly

So… the stock never goes up. That’s it.

BREAKING: Amazon data center bombed in UAE.


Summary: Bullish AMZN: Boston Dynamics robotics will drive major operational efficiency gains.

All I see in this viral video from Boston Dynamics is how Amazon's $AMZN operations are going to get much much more efficient.

Robotics is the next big wave.

https://t.co/d1WGYVx6Hz


Summary: Bullish ADBE; sees phenomenal risk-reward at current levels.

Adobe $ADBE has a phenomenal risk-reward here in my opinion.


Summary: Bullish silver; directly contradicts Cramer's 'ridiculous' call, says the rally has further to run.

Jim Cramer says silver rally is getting "ridiculous"


it seems attractive here in the mid $220s. I like it here.

Summary: Bullish CRM in the mid-$220s on improved fundamentals and Agentforce AI adoption despite 5-year price stagnation.

Nobody is talking about Salesforce $CRM anymore but it seems attractive here in the mid $220s.

It has literally done basically nothing price action wise in 5 years despite improving fundamentals.

Also their AI solutions (Agentforce) is seeing some adoption.

I like it here. https://t.co/3fKZqARQiE


Summary: Bullish GOOGL: Gemini Enterprise at 8M subscribers, winning AI race in consumer and enterprise.

Google $GOOGL Gemini Enterprise has reached 8M subscribers! Gemini 3 is phenomenal and businesses are recognizing it.

Google is winning the AI race across the consumer and enterprises. https://t.co/fXmMISr64E


This is the experience when someone takes a Google $GOOGL Waymo for the first time. Robotaxis are coming for the ride-sharing industry and fast.

Summary: Bullish GOOGL Waymo as robotaxis rapidly disrupt ride-sharing; bearish UBER as customers defect to autonomous alternatives.

This is the experience when someone takes a Google $GOOGL Waymo for the first time.

They never wanna take an Uber $UBER again.

Robotaxis are coming for the ride-sharing industry and fast.

i just had a 29 minute waymo ride. it felt like a cheat code. like i literally fucking forgot i was in a car.

it’s clean. it’s quiet. the ride is buttery smooth. it autoplays smooth jazz every time (my pref).

soon i will never have to take an uber ever again, allah willing.


They never wanna take an Uber $UBER again. Robotaxis are coming for the ride-sharing industry and fast.


Summary: Bullish PYPL on extraordinary 16%+ FCF yield; implies deep undervaluation.

This doesn't even feel real to say...

PayPal $PYPL FCF YIELD IS OVER 16%. WTF. https://t.co/S7gtIiHqw3


Summary: Bullish GOOG on pristine ~50% Google Cloud growth; $180B capex seen as possibly long-term bullish despite near-term drag.

HOLY CRAP GOOGLE CLOUD GREW DAMN NEAR 50% AND THEY ARE GUIDING FOR $180B IN CAPEX.

Capex is bearish near-term obv BUT I would argue possibly long-term bullish.

But that cloud growth is pristine. 👌

What a quarter. 👏

$GOOG $GOOGL


Summary: Endorses bullish view on Meta at 22x ex-tax charge; looks good here.

Remove the one-time tax charge and Meta trades at 22x earnings.

Cheapest MAG7 stock.

That’s a deal.

$META https://t.co/LIxbdposeq


Summary: Long AMZN for decades of wealth compounding.

Put it in Amazon $AMZN stock instead it will grow wealth for you for decades.

NOT FINANCIAL ADVICE, ofc.

$3,400 seat at the super bowl

Lmfao 😂 https://t.co/mfd097cJcA


Summary: Bullish GOOGL on Waymo's continued geographic expansion into London.

Waymo is now in London. Google $GOOGL just keeps scaling this puppy.

Hello London! 👋 Our vehicles are now driving in London as we prepare for commercial service in 2026. https://t.co/My26Xi3G0F


Summary: Oracle denying negative data center news is bullish for ORCL.

Oracle $ORCL says that the data center news released earlier today is FAKE NEWS. This is bullish. https://t.co/gaUWpan3YD


Summary: Bullish GOOGL; sees it potentially becoming the world's largest company by market cap.

This is why Google $GOOGL may very well become the largest company in the world… https://t.co/aIRnMXiDJD


Summary: Portfolio update: bought UNH shares (recovery longer than expected), trimming GOOGL, opened tracker in NFLX, adding to AMZN and SCHG ETF.

PORTFOLIO UPDATE: JANUARY 30TH 2026

The major change here is the selling of the UnitedHealth $UNH leap at a loss which allowed me to trim some more Google $GOOGL and not incur any taxable gain.

I then bought UnitedHealth shares with this as I think the recovery takes longer than 1-2 years as I previously thought hence the LEAP that no longer exists. I also opened a tracker position into Netflix $NFLX. And have been adding to both Amazon $AMZN & SCHG $SCHG.

You can track my portfolio just like this for free and live on blossom check out the link below.

PORTFOLIO UPDATE: JANUARY 10TH 2026

To summarize, I cut a lot of fat off the portfolio I would like to say and I introduced a new LEAP option on UnitedHealth $UNH as well.

So to be clear, my two LEAP options are on UnitedHealth $UNH and Fiserv $FI. I don't plan on utilizing https://t.co/6NkWBjEgUq


trim some more Google $GOOGL and not incur any taxable gain


I also opened a tracker position into Netflix $NFLX


Summary: Most bullish on Amazon heading into 2026.

What stock are you most bullish on in 2026??

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For me, Amazon $AMZN


Summary: Bullish AMZN as the best proxy for Anthropic exposure via its $60.6B stake, with Claude gaining social-media buzz.

This is the part of Amazon $AMZN not many talk about.

It is likely the best way to also invest in Anthropic. And Anthropic owns Claude.

Everyone on social media is raving about Claude these days.

Amazon’s investment in Anthropic has risen to about $60.6 billion, with $12.8 billion in gains recognized and another $15 billion expected in Q1 2026.

They invested $8B to Anthropic in 2023.

That $60.6B is made up of $45.8B of convertible notes plus $14.8B of nonvoting https://t.co/v9GMzJC6gs


Google $GOOGL can only do this because of their ecosystem. Google is leveraging their vast, deep ecosystem to help Gemini become more useful to you. Competitors simply can't match this.

Summary: Bullish GOOGL: unique ecosystem advantage enables Gemini differentiation that competitors can't replicate.

Answering a top request from our users, we’re introducing Personal Intelligence in the @GeminiApp. You can now securely connect to Google apps for an even more helpful experience.

Personal Intelligence combines two core strengths: reasoning across complex sources and retrieving https://t.co/4hft0KH3du


Summary: Software names ADBE, NOW, WDAY, TEAM, CRM, INTU flagged as trading at decade-cheap valuations, implying upside from current discounts.

Software is trading at a heavy discount across the board, here are several names trading at their cheapest valuation in a decade in the software space. (Thread 🧵)

1) Adobe $ADBE

Current P/E: 12.96x https://t.co/KqhvCljpJ6

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2) ServiceNow $NOW

Current P/E: 37.7x https://t.co/1xAoweYRs1

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3) Workday $WDAY

Current P/E: 21.18x https://t.co/4H3W4v3Pqk

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4) Atlassian $TEAM

Current P/E: 31.08x https://t.co/CzeQYBr8ma

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5) Salesforce $CRM

Current P/E: 19.84x https://t.co/zeuemErGiX

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6) Intuit $INTU

Current P/E: 25.89x

(Not the lowest in 10 years but really close) https://t.co/Tgxydn6r8Q

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Thanks for reading! If you enjoyed please like and repost the thread so others can read as well. Also follow me @DudeWhoInvests for more threads just like this one.

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Software used to make this thread: https://t.co/ZPTmdy09X2


Not the lowest in 10 years but really close


Summary: Bullish on NFLX; terse decisive endorsement calling a $3B outcome easy/obvious.


Summary: Author shares/endorses Ackman taking heavy positions in both Meta and Amazon.

Bill Ackman going HEAVY into both Meta $META and Amazon $AMZN wow. https://t.co/LSNfP4HHMW


Summary: Bullish META as cheapest Mag 7 name on a valuation basis.

Meta $META is easily the cheapest Mag 7 name now IMO.


Summary: Bullish SOFI; post-earnings sell-off seen as unwarranted after a strong quarter.

I don’t own any SoFi $SOFI but this sell-off makes no sense after a fantastic quarter… https://t.co/6PshuKtaSA


Summary: Buyer of HOOD at $70s–$80s; reaffirms prior bullish level target amid today's 7.8% drop.

I’ve made it clear in the past that if Robinhood $HOOD shares got to the $70s or $80s I am a buyer.

I stand by that statement.

*ROBINHOOD SHARES FALL 7.8%, COINBASE SHARES DOWN 6.5%


Summary: Bullish AAPL: consistently wins despite minimal CapEx investment vs peers.

To me it’s even more crazy that Apple $AAPL always finds a way to win. This company is investing nothing in CapEx compared to everyone else.

it’s kind of funny that there’s a shortage of mac mini’s in my area


Summary: Implies oil prices will rise following U.S. recommendation to avoid the Strait of Hormuz.

BREAKING: The U.S. recommends ships keep clear of the Strait of Hormuz, per Bloomberg


Summary: Author believes AMZN is undervalued and should be at $300.

Amazon $AMZN should be a $300 stock right now in my opinion.


Google $GOOGL Gemini is taking share from OpenAI's ChatGPT

Summary: Bullish GOOGL as Gemini gains share from ChatGPT, signaling competitive momentum.

Google $GOOGL Gemini is taking share from OpenAI’s ChatGPT.

Sam Altman is in trouble. https://t.co/aBUklxwhM0

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Chart from @Similarweb


Summary: Bullish GOOGL: Gemini 3.1 Pro tops benchmarks across the board, signaling AI leadership.

No big deal just Google $GOOGL Gemini 3.1 Pro topping the list in basically every single benchmark. https://t.co/nZz8m94CfJ


Summary: Bullish AMZN following strong performance data shared in parent.

@wealthmatica I am mega boolish as the kids say

@DudeWhoInvests 38% $AMZN holy smokes… https://t.co/W9XgyQ3D9J


Summary: Bought the AMZN dip; live long position disclosed.

Bought the Amazon $AMZN dip today. 💪 https://t.co/el0iEUiEzx


Google $GOOGL actually is finding many useful applications for AI while competitors are finding new levels of AI slop on a daily basis. Google is doing it best.

Summary: Bullish GOOGL: author argues Google leads peers in meaningful AI applications while competitors churn out low-quality content.

Google $GOOGL actually is finding many useful applications for AI while competitors are finding new levels of AI slop on a daily basis.

Putting people in bikinis, making your pet dance, deepfakes, etc.

Google is doing it best.

We’re launching full-length, on demand practice exams for standardized tests in @GeminiApp, starting with the SAT, available now at no cost.

Practice SATs are grounded in rigorously vetted content in partnership with @ThePrincetonRev, and Gemini will provide immediate feedback https://t.co/GmivPuBp7B


Summary: Bullish NVDA on China H200 approval; China has no alternative supplier.

Nvidia $NVDA stock is moving higher after China approves the first batch of H200 chips…

China has no choice but to buy from the beast. https://t.co/5Iw1RT2c6o


Summary: Endorses parent's bullish NVDA thesis on AI diversification as unambiguously positive.

@KrisPatel99 This is undoubtedly positive for Nvidia $NVDA

$NVDA

Respect to Jensen for diversifying the business away from purely GPU design. One of the biggest drawbacks to $NVDA business model was the demand cyclicality of semi conductor industry. By pivoting to the AI application layer via profits from chip sales, they are


Amazon $AMZN should be a $300 stock. It is only a matter of time IMO.

Summary: Bullish AMZN with $300 price target; author sees it as inevitable.


Summary: UNH heading back to the $350s.

UnitedHealth $UNH about to be back into the $350s, as things should be.


Summary: Bullish UNH long-term; recovery still in play, may add to existing position.

Just read the UnitedHealth $UNH earnings report. Probably going to do very little with my position, maybe add if I can.

UnitedHealth holders are very used to pain like this.

Recovery still seems in play.

Long-term thinking is what ya need. https://t.co/ZweUp31UVS


Summary: Bullish HOOD on pace of 2025 product innovation.

Robinhood $HOOD dropped a video showing EVERYTHING they released in 2025. Insane innovation from this company.

https://t.co/P8AYZXpJO2


Summary: Bullish MSFT on valuation: trading under 23x earnings seen as attractive.

I can't believe Microsoft $MSFT is trading for under 23x earnings! https://t.co/oAfbeEJkej


IMAGINE seeing Adobe $ADBE in the $200s that would be literally insane… Adobe just keeps dropping despite, still, solid fundamentals. And they're buying back shares.

Summary: Bullish ADBE: solid fundamentals + buybacks make current price decline seem like an opportunity.

IMAGINE seeing Adobe $ADBE in the $200s that would be literally insane…

Adobe just keeps dropping despite, still, solid fundamentals.

And they’re buying back shares. 🤷♂ https://t.co/Id3Demm7iw


Summary: Netflix wins Warner Brothers deal over Paramount; author sees NFLX as the winner.

BREAKING: Warner Brothers to tell shareholders to reject the Paramount, $PSKY, offer and recommend Netflix, $NFLX, deal, per WSJ


Summary: Anticipates AMZN reaching $300/share.

Me when Amazon $AMZN stock finally hits $300/share… https://t.co/0BdhSD68qP


Summary: Author holds GOOG and views it as a justified hold, trading at a deserved premium to the S&P.

@QualityInvest5 I think it deserves to be more expensive than the S&P and I have alot of shares still I don't want to sell for tax reasons mostly but I still think it is a justified hold

Google’s still undervalued guys

Full stack AI play, so much distribution and I use them in everything in my life!!!

It deserves infinite PE if we’re being honest

$GOOG $GOOGL


Summary: Prefers Gold over Bitcoin as a debasement hedge; implicitly bearish BTC relative to gold.

They bought Bitcoin $BTC for debasement. They should have just bought Gold.

Oftentimes less is more.


Summary: Bullish both ASML and TSMC; slightly prefers TSMC but views ASML as a great wide-moat business.

ASML $ASML has to be one of if not the widest moat company there is. I slightly prefer Taiwan Semi $TSM in that space but god damn ASML is a great business.


industry='Semiconductor Equipment & Materials'


Summary: Endorses AMZN as a fantastic buy based on parent's strong fundamental context.

@SayNoToTrading Don’t get me wrong, i think it’s a FANTASTIC buy

@dividenddude Same $AMZN share price.

Different fundamentals.

Amazon gross profit for 12 months ending Sept 30th was $346B, a 15.26% increase year-over-year. https://t.co/cTXDkvWPmj


Amazon's $AMZN valuation still works from here if you take away their entire e-commerce segment

Summary: Bullish AMZN: valuation holds even ex-e-commerce, implying AWS/ads alone justify current price.

There won’t be a second date but atleast now she knows Amazon’s $AMZN valuation still works from here if you take away their entire e-commerce segment… https://t.co/03rlBFKrOd


Summary: Bullish PLTR: US-Iran conflict validates Palantir's defense/AI premium valuation.

Iran is about to find out why Palantir $PLTR trades at 90x sales… https://t.co/hq4OQJBfDB

BREAKING: If you are just waking up, there has been major news in Iran

1. US and Israel have begun "major combat operations" in Iran, targeting top Iran officials

2. Iran launches counter attack on US bases in Qatar,  Kuwait, and UAE and retaliatory attacks on Israel

3.


Summary: Initiated long ETH position, backing the long-term stablecoin/tokenization thesis.

I now own some Ethereum $ETH. I am a believer in the long-term stablecoin/tokenization thesis.

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Track my live portfolio for free on Blossom Social (download using this link): https://t.co/apWzvqfTUs


Summary: Implicitly endorses PLTR's premium valuation as justified given geopolitical events driving defense/intelligence demand.

Realizing this is why Palantir $PLTR trades at 90x sales… https://t.co/jVcsLhVtYa

BREAKING: Iran's Supreme Leader, Ayatollah Khamenei, has been killed and his body has been recovered per Israeli media outlets


Summary: ADBE starting to look interesting after beat-and-raise dismissed by market on disruption fears; implied buy.

The market hates Adobe $ADBE.

Beat and raise on earnings?

“Nah we don’t care you’re gonna get disrupted eventually so we are ignoring your improving fundamentals.”

Starting to look real interesting. https://t.co/UgQ5IeJ8bT


Summary: NFLX near 5-year valuation low at 26.74x earnings, implying attractive entry.

Netflix $NFLX is trading for 26.74x earnings right now which is near the cheapest valuation in about half a decade... https://t.co/P5Ax9KkBFS

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Chart from @gainify_io


Summary: Bullish gold; marvels at daily ATH streak continuing, implies it keeps running.

DUDE SURELY THERE IS NO WAY GOLD CAN KEEP MAKING NEW ALL-TIME HIGHS DAILY…

GOLD: https://t.co/nBqdrwV55A

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I know i just posted this, but new all time highs warranted a new post with all caps


Summary: Bullish GOOGL on strong/accelerating Google Cloud growth; chart praised as exceptionally strong.

One of the prettiest charts I have ever seen, just got prettier.

Take a look at that Google $GOOGL Cloud growth. 🤯 https://t.co/gwpV1sCHnJ


Summary: Bullish AMZN: AWS reaccelerated to 24% growth; dismisses CapEx worries as overblown.

Just so you know, we did see AWS reaccelerate to 24% in this quarter. Absolutely massive for Amazon $AMZN.

But investors are worried about CapEx. 🤦♂


Summary: Bullish UNH; expects price to reclaim $400s, $500s, and $600s after reclaiming $350.

UnitedHealth Group $UNH has re-claimed the $350 level. Just a matter of time till they are back in the $400s, $500s, and $600s IMO.


Summary: Bullish GOOGL: AI integration across its entire ecosystem is a durable competitive advantage.

Google's $GOOGL ecosystem is its most valuable asset, and it can integrate AI into every single piece of it.


Summary: MSFT at 5-year low P/E multiple; implied valuation-driven bullish lean.

Microsoft $MSFT is basically at the cheapest price/earnings multiple that is has been at in the past 5 years... https://t.co/HiC7ywEd7o


Summary: Bullish NVDA: author calls it a fantastic business based on demand so strong it strains TSMC capacity.

Jensen Huang Nvidia $NVDA CEO said that Taiwan Semi will need to “work very hard” to meet Nvidia’s demand needs…

This is what a fantastic business looks like. https://t.co/aXdwSQT3DN


Summary: Bullish GOOGL: AI leadership via Gemini, Waymo, cloud growth, and deep ecosystem integration will drive a decisive win over OpenAI.

Google $GOOGL is starting to take the lead in the AI race against OpenAI. Gemini is taking market-share and Google is innovating faster than OpenAI with tools like nano banana. They are leading in robotaxi with Waymo. They have a flourishing cloud business that is growing at  a high-rate.

Google is also integrating AI into every part of their ecosystem as well which OpenAI simply can't do. Google's AI capabilities are in YouTube, search, maps, docs, sheets, slides, gmail, chrome, pixel phones, drive, meets, calendar, etc.

It is only a matter of time till Google runs away with the win and it becomes a blowout. Only a matter of time...


Summary: Would buy NFLX at $60s–$70s; conditional long thesis on a significant pullback.

If Mr. Market is kind enough to give me Netflix $NFLX in the $60s or $70s the stock will be in my portfolio.

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Track my live portfolio for free on Blossom Social (download using this link): https://t.co/apWzvqfTUs


Summary: Bullish CRM post-earnings; author taunts SaaS bears implying strong results validate the bull case.

Salesforce $CRM to all the SaaS bears… https://t.co/cuF5QJqe1T

SALESFORCE $CRM JUST REPORTED EARNINGS

Outlook
• Q1 Revenue: $11.03B To $11.08B
• Q1 EPS: $1.77 To $1.79
• Q1 Adjusted EPS: $3.11 To $3.13
• FY Revenue: $45.8B To $46.2B
• FY EPS: $7.85 To $7.93
• FY Adjusted EPS: $13.11 To $13.19

Capital Return
• Announced $50B Share https://t.co/UbE09rslBC


Summary: Sarcastically dismisses selling AMZN/GOOGL/MSFT/META on capex concerns; actual stance is bullish on all four.

Time to sell the best companies in the world because they see too many places to invest capital…

$AMZN $GOOGL $MSFT $META

https://t.co/l4bRXfPxRJ


I definitely think it's the brokerage of the future

Summary: Bullish HOOD as the brokerage of the future, endorsing the generational user base / wealth transfer thesis.

@pepemoonboy I definitely think it’s the brokerage of the future

$HOOD is dropping like crazy…

As if people forgot they have more Millennial and Gen Z users than every other brokerage combined.

As if the biggest wealth transfer isn’t taking place as we speak.

As if Robinhood Social isn’t launching this year.

As if they aren’t leading the


UnitedHealth $UNH showing strength. Green in a sea of red. This is a safe haven stock.

Summary: Bullish UNH as a safe-haven stock holding up while rest of market sells off.


Summary: Bullish on GOOGL, impressed by Project Genie as best-in-class innovation.

Absolutely incredible second to none innovation from Google $GOOGL here.

Just wow.

Step inside Project Genie: our experimental research prototype that lets you create, edit, and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy


Crazy how Google $GOOGL has gone from laggard to leader that quickly. Leveraging their ecosystem for personalization in Gemini is the straw that will break the camel's back.

Summary: Bullish GOOGL: Gemini's ecosystem leverage cements Google as AI leader, displacing ChatGPT/OpenAI.

OpenAI is so cooked. Crazy how Google $GOOGL has gone from laggard to leader that quickly.

Leveraging their ecosystem for personalization in Gemini is the straw that will break the camel’s back.

ChatGPT is done.

Game over.

Gemini is poised to dominate consumer AI.

It’s already in my email, calendar, drive, maps and browser.

And it Google has finally shed the crippling anxiety that stopped it releasing anything remotely interesting.


Summary: Bullish GOOG; author believes Sundar will execute on space-based data centers.

Sundar is going to do it. Data centers will be in space soon. I believe in him.

$GOOG $GOOGL

$GOOG CEO is talking about data centers in space in every interview he’s doing https://t.co/vMmxM8NNbQ


George Soros is bullish on the ZON $AMZN

Summary: Author endorses Soros's outsized AMZN position as a bullish signal.

George Soros’s largest holding is $AMZN, which is unusual as the fund rarely allocates more than 8% of its total portfolio to a single position

They bought 1.8 million shares last quarter.... https://t.co/wfYyZu14fq


Summary: Amazon trading below its 5-year avg EV/EBITDA; author implies it looks cheap/undervalued.

Amazon $AMZN is trading under 16x EV/EBITDA which is lower than their average over the past 5 years...

Is Amazon cheap here?? https://t.co/lAwpGRs31t


Summary: Endorses MSFT insider buy as bullish signal, citing Peter Lynch on insider buying as a one-reason act: price will rise.

“Insiders can sell for many reasons but they only buy for one, they think the price will rise.” - Peter Lynch https://t.co/GiuECEiiMt

Microsoft director John W. Stanton bought 5,000 $MSFT shares for about $1.98M at roughly $397 per share. It’s Microsoft’s largest insider buy in about 11 years. https://t.co/oLxDzjwmYe


Traditional deep value investors are buying Amazon $AMZN hand over first and you're bearish??

Summary: Bullish AMZN; rhetorical challenge to bears citing deep value investors buying.

Traditional deep value investors are buying Amazon $AMZN hand over first and you’re bearish?? https://t.co/bd213yGTpP

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Bruh i meant to say fist it’s too late now but holy typo


Summary: CRM at ~16x earnings, cheapest in a decade — implied undervaluation is a bullish call.

Salesforce $CRM is trading just around 16x earnings, basically the cheapest valuation in the past decade. https://t.co/kk2pjcTJVg


Summary: Bullish NVDA: Vera Rubin chip cuts token costs 90% vs Blackwell; author calls Nvidia the undisputed AI leader.

Nvidia’s $NVDA new Vera Rubin chip will lower token costs by 90% compared to the previous Blackwell chips.

Nvidia is leading the AI revolution without a shadow of a doubt.

Nvidia is winning.

https://t.co/Z9KsmHB1By


Summary: Added to AMZN position during market selloff; frames dip as long-term buying opportunity.

The stock market overall is getting REKT today.

Yk what I say that’s opportunity for long-term investors.

I just bought some more Amazon $AMZN in fact.


I continue to believe Google's $GOOGL Gemini is the best A.I. model there is. Just an amazing model, and to think it will only improve.

Summary: Bullish GOOGL on Gemini being the best AI model with unmatched speed and applications, and still improving.

I continue to believe Google’s $GOOGL Gemini is the best A.I. model there is.

Was using it today and the various applications of it as well as the speed is unmatched.

Just an amazing model, and to think it will only improve. WOW. 🤯


Summary: Bullish AMZN heading into 2026.


Summary: META at 23x forward earnings looks cheap; implied bullish.

Meta $META trades at 23x forward earnings. Seems cheap to me. 🤔 https://t.co/u0qm5GgG18


Summary: Amazon is the best large-cap buy right now; decisive bullish conviction.

There is no large-cap better to buy than Amazon $AMZN right now IMO. And it seems all of finX agrees with me.


Summary: Bearish PYPL; warns cheap can get cheaper after pre-market collapse.

OMG PayPal $PYPL stock is COLLAPSING in the pre-market…

Painpal. Cheap can always get cheaper people remember that!!! https://t.co/m1nkXz6WLM


Amazon $AMZN stock is literally a coiled spring going into 2026. The more time it spends doing nothing the more ready to POP the stock is.

Summary: Bullish AMZN into 2026; consolidation building energy for a breakout pop.


Summary: Implies PLTR's premium valuation is justified by US geopolitical/defense success.

Now we know why Palantir $PLTR trades at 90x sales. https://t.co/LKm0Ln4FRA

The United States is 2 for 2 when killing or capturing brutal dictators in the last 60 days.

Generational run. 🇺🇸 https://t.co/qgj0yYxQit


Summary: Bullish AMZN with $250 price target implied.


Summary: Bullish AMZN: cheap on EV/EBITDA vs history despite improving fundamentals and robotics-driven margin expansion ahead.

Amazon $AMZN is just casually sitting on the lower end of its decade-long EV/EBITDA valuation despite improving fundamentals and multiple long-term catalysts such as robotics which will drive margin expansion well into the future.

Nothing to see here! https://t.co/kjez8Ds2Hw


Summary: Committed to buying AMZN heavily throughout 2026.

I have been and will be buying Amazon $AMZN stock a lot in 2026.

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Summary: Still holding a long-dated FISV call option (LEAP); ongoing bullish position.

Oh and i still hold the fiserv $FISV leap for now, forgot to mention

Track my live portfolio for free on Blossom Social (download using this link): https://t.co/apWzvqfTUs


Summary: Bullish GOOGL as Gemini continues gaining share in the LLM market.

Google $GOOGL Gemini continues to take share in the LLM race… https://t.co/zZGWBhfxnZ


Summary: Bullish GOOGL on Gemini's surging Gen AI market share from 5.7% to 21.5% in 12 months.

Google $GOOGL Gemini is CRUSHING it. As Richard said, market-share continues to grow in the Gen AI space with Gemini market-share now at 21.5%.

Sam Altman and ChatGPT are nervous!

You can feel the code RED here. $GOOGL is absolutely CRUSHING it with Gemini 3!

Gemini's market share is now 21.5%.
3 months ago: 12.9%
12 months ago: 5.7% https://t.co/5NankNVFBm


Summary: Very bullish AMZN into 2026, though crowded trade sentiment is a concern.

Alright so I am very bullish Amazon $AMZN for 2026 but the sheer amount of people also very bullish Amazon $AMZN disturbs me.


Summary: Author endorses Musk's bullish stance on GOOGL and NVDA, urging attention to the richest man's picks.

Reminder that Elon Musk is bullish on Google $GOOGL and Nvidia $NVDA most in the entire stock market…

That speaks VOLUMES.

When the richest man is bullish on a name, you pay attention.

https://t.co/ffwxaq678z


Summary: Relays Burry's long position in ADBE and endorses the bullish case via cheapest-decade P/E valuation.

Micheal Burry is now long on Adobe $ADBE. Adobe is also basically at the cheapest valuation it has been in the past decade right now based on price/earnings ratio. https://t.co/jUX4so0m1z


Summary: Bullish MSCI on CEO's aggressive insider buying as a positive signal.

MSCI $MSCI CEO is going HAM on insider buys of his own stock. Definitely a good sign.

Insiders only buy for one reason… https://t.co/bob1Rvwrjb

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Photo from @BourbonCap


Summary: Plans to aggressively accumulate AMZN under $300/share as a new year resolution buying target.

My new years resolution will be to accumulate as much Amazon $AMZN under $300/share as I possibly can.

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new Amazon YT video out now: https://t.co/JX4ReMoJOA


Summary: NFLX trading 21% below 200-day MA starting to look attractive; implied bullish lean.

@Barchart Starting to look interesting imo

BREAKING 🚨: Netflix

$NFLX is trading below its 200-day moving average by 21%, the most in more than 3 years 🤯👀 https://t.co/Yh3g3LXXAK


Summary: Bullish on defense names LMT, RTX, NOC, BA, LHX following $1.5T defense budget approval.

NVM the defense companies just got a $1.5 TRILLION dollar budget approved. 🤯

Insane insane insane.

$LMT $RTX $NOC $BA $LHX https://t.co/0PBdsCxDsn

No dividends and buybacks for the defense companies is not good news for Lockheed Martin $LMT. Can’t believe this is real… https://t.co/xsJRPlvl9n


Summary: Bullish AMZN on an eventual margin explosion, though exact timing uncertain.

Amazon $AMZN margins are set to explode one day. Not sure exactly when but it will happen.


Summary: Sarcastic inverse-Cramer take; author implies bearish on AMZN because Cramer is bullish.

Jim Cramer is bullish Amazon $AMZN. RIP. https://t.co/vBifv5W6Q4

Tough day for some companies that should not have had a tough day, mainly AMAZON. It was the winner


Summary: Bullish AMZN on historically low EV/EBITDA multiple; implied undervalued.

Nothing to see here... just Amazon $AMZN trading at it's LOWEST EV/EBITDA multiple ever... keep scrolling! https://t.co/TELEdXkhoX


Summary: Bullish hyperscalers GOOGL/META/MSFT: heavy AI CapEx is short-term pain but long-term gain; investment opportunity is the bullish signal.

For those worried about increasing CapEx spend with the hyperscalers…

Short-term pain (I guess) for long-term gain. Google sees $180B dollars of opportunity to invest in, that should be bullish.

$GOOGL $META $MSFT

For all the people worrying about "AI Capex" spend with $GOOGL and $META.

Google using their OWN operating cash flow ($180B) to fund the AI buildout for TPUs, GCP, and DCs is positive.

They generated ~$165B in 2025.

Just look at what happened to $PYPL, when you only about https://t.co/pu2uPMW3oI


For those worried about increasing CapEx spend with the hyperscalers… Short-term pain (I guess) for long-term gain


Summary: Bullish GOOGL as Gemini steadily takes users from ChatGPT/other LLMs.

Google $GOOGL Gemini is slowly but surely winning users over from other LLMs, mostly ChatGPT.

One reason I prefer Gemini over ChatGPT is its ability to easily upload video files and process them to get insights, transcriptions, and more.
I cannot believe why OpenAI has ignored this feature in ChatGPT. https://t.co/qMKcWcY0Uz


Summary: Adding to AMZN, GOOGL, SCHG (core holding), NFLX and OSCR; mega bullish on AMZN and GOOGL.

PORTFOLIO UPDATE: FEBRUARY 26TH

Nothing much in the portfolio has changed tbh. So a short portfolio update here. I have been adding to Amazon $AMZN & $SCHG mostly. Also lightly added to my Netflix $NFLX tracker position and Oscar $OSCR position. I want to make $SCHG the core holding in my portfolio going forward so I will be adding most aggressively to that.

Individual stock picking is difficult and I am straying away from it over time. Still mega bullish Amazon $AMZN & Google $GOOGL tho hence the large positions.

Bye peeps, see ya in the next update! Btw u can see my live portfolio completely for free on Blossom social, link in the replies.


Still mega bullish Amazon $AMZN & Google $GOOGL tho hence the large positions


lightly added to my Netflix $NFLX tracker position


lightly added to my Oscar $OSCR position


Summary: Wants to buy META in the $500s, implying bullish view at lower prices.

Give me Meta $META in the $500s Mr. Market. Please I beg. https://t.co/KGhwP46by6


Summary: Bullish AMZN as underappreciated defensive stock.

Amazon $AMZN is one of the most defensive stocks in the market… this is not often talked about.


Summary: Bullish AMZN into 2026; author repeating conviction that next year is Amazon's breakout year.

I will say it again and again 2026 is the year for Amazon $AMZN IMO.


Summary: Amazon is the author's single biggest bet for 2026.

@joecarlsonshow easily Amazon $AMZN. Google was 2025, Amazon will be 2026 I think.

What's your single biggest bet for 2026?


Summary: Shares/endorses Citizens' raised PT of $315 on AMZN, citing AWS reacceleration to +25% Y/Y growth.

$AMZN We increase our 2026 AWS revenue growth estimate to +25% Y/Y - PT Raised to $315 at Citizens


Summary: Bullish AAPL: Mac mini/studio sellouts signal Apple winning AI without heavy AI capex.

Realizing Apple $AAPL is about to win the AI race without ever even investing in it… https://t.co/8H99bhPAme

i didnt believe it but mac minis/studios are actually sold out in most places

walmart, apple store, amazon, bestbuy, microcenter

apple has a month wait now too for most ai type beat models (48gb+ ram)

funniest part is that there are still 24gb mac minis (and $200 off) but no https://t.co/3Zka3unNsK


Summary: Bullish lean on NFLX, considering initiating a position.

@DimitryNakhla I like Netflix $NFLX here, may start a pos idk just yet

$NFLX continues to demonstrate one of the most attractive traits in investing:

Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺

$NFLX benefits from a diversified regional base where growth is being driven by a https://t.co/nyyV4ZmVnU


Summary: Agrees AMZN is the best mega-cap to buy now, trading at decade-low EV/EBITDA.

Give me one good reason why $AMZN is not the best mega-cap to buy right now?

Trading near it's lowest EV/EBITDA multiple in the last decade: https://t.co/XF0WJwuhBA


Search is dead. They said, literally like half a year ago. How the turn tables turn.

Summary: Sarcastically mocks 'search is dead' bears; implied bullish on GOOGL as search usage hits record highs.

“Search is dead.”

They said, literally like half a year ago.

How the turn tables turn.

Google $GOOGL CEO Sundar Pichai just said:

"Search saw more usage than ever before" https://t.co/dDxLDtfEEd


Silver $SLV and Gold $GLD doing what crypto was supposed to do. Silver & Gold: 📈

Summary: Long silver and gold as hard-money outperformers; bearish crypto which is moving in the opposite direction.

Silver $SLV and Gold $GLD doing what crypto was supposed to do.

They are literally going in opposite directions…

Crypto: 📉
Silver & Gold: 📈

BREAKING: Silver surges above $94/oz for the first time in history, now up another +31% in 2026.

The historic run is accelerating. https://t.co/vs79hf9tB3


Summary: Bearish LMT: restriction on dividends and buybacks is a negative for the stock.

No dividends and buybacks for the defense companies is not good news for Lockheed Martin $LMT. Can’t believe this is real… https://t.co/xsJRPlvl9n


Summary: Bullish AMZN: fundamentals have outpaced the stock's 25% 5-year return, implying upside.

Yes, the fundamentals have improved much more than 25%.

Amazon has only had 25% return over the last 5 years???? Ewwwwwwww

This what you guys are excited to buy? https://t.co/Fa1Cq7443e


Summary: Bullish GOOGL; author thinks Google is best positioned among major players in Pentagon AI.

@StockMKTNewz Google seems best positioned out of the major players IMO

GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH

Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC


Summary: Long AMZN with $300 price target; reiterates prior bullish conviction at new all-time highs.

Amazon $AMZN NEW all-time highs. As I have said many times this should be a $300 stock, NFA.

Congrats to all shareholders. 👏 https://t.co/WMgIDMBALv


Summary: Implies MSFT is attractively valued at 5-year low P/E, hinting at a buying opportunity.

Microsoft $MSFT is trading at nearly the lowest price/earnings ratio that it has traded at in the past 5 years...

Opportunity? https://t.co/pstAYWnRji


Summary: Bullish AMZN: cheapest valuation ever vs. re-accelerating AWS, profitable e-commerce, fast-growing ads, Prime, and Anthropic stake.

Amazon $AMZN trades at its cheapest valuation ever despite AWS re-accelerating in growth, e-commerce now being profitable, advertising growing quickly, having the most popular subscription in the world, and owning 8-12 percent of Anthropic. https://t.co/o18n1geDCu


Summary: Author sees AMZN as worth $300/share, implying meaningful upside from current levels.

Amazon $AMZN gave up all its gains and is now red on the day.

Shocker… not really though.

It was red before the tranium announcement.

Really should be a $300/share stock though I would say.

NFA.


Google $GOOGL is less than 5% away from being the largest company in the world. The best race in the world begins… Google VS Nvidia. I am ready.

Summary: Bullish GOOGL; author anticipates it closing the gap to become the world's largest company, racing Nvidia.

Google $GOOGL is less than 5% away from being the largest company in the world.

The best race in the world begins…

Google VS Nvidia.

🍿

I am ready.


Summary: Bullish GOOGL: author believes Google will win the personalized AI race due to unmatched user data.

Google $GOOGL realizing that they will 100% win the AI race because they know the most about the average user. https://t.co/y32MFBwAoD

In the near future, the biggest moat will be which company will have the most personalized AI that knows everything about the user and proactively shapes everyday life.


Summary: Endorses bullish view on GOOGL under $150 at 18x earnings as an attractive buy.

Google $GOOGL UNDER $150 per share at 18x earnings… 🤤

A dream, literally. ☺ https://t.co/V6vHKkTZLh


Summary: Bullish AMZN on AWS Trainium training Anthropic's most capable model; compares imminent catalyst to GOOGL's Gemini moment.

This is HUGE

Amazon’s $AMZN AWS CEO said: “Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet.”

Amazon is about to have a Google $GOOGL Gemini moment very soon.

NFA. https://t.co/fngrDliyH1


Summary: Sarcastic framing of Cramer passing on ZETA as a bullish signal via the 'inverse Cramer' effect.

Zeta $ZETA shareholders seeing Jim Cramer pass on the stock… https://t.co/BfebzRHw2h

Jim Cramer just passed on Zeta Global.

- Pronounced the companies name wrong
- Lumped it into SaaS-Geddon
- Not a buyer here

Thank you Jim 🤝
https://t.co/tgYykhvFCq


Summary: Scrapping PDT $25K rule is bullish for Robinhood's business as it lowers barriers for retail day trading.

Robinhood $HOOD shares are moving significantly higher following this news.

Lowers the barriers to entry for retail traders to day trade.

Not a good thing for society but good for Robinhood’s business.

Please don’t day trade though.

99%+ lose, you have better odds throwing it all on black. 😭

Seriously, don’t do that either though.

BREAKING: The SEC will scrap the $25,000 balance to engage in day trading, per FINRA


Summary: Just purchased META shares; live long position disclosed.

$META looks like a buy 👀 https://t.co/JrgaVHf4k9


Summary: Added to Meta position on the dip; live long.

Bought a little bit more Meta $META on the dip. https://t.co/GYyigrz1Ms


Summary: Bullish GOOGL; decisive quality verdict and regret at not buying more implies ongoing long conviction.

Google $GOOGL has exceeded even my own wild expectations…

What an absolute beast.

My regrets are not buying more. https://t.co/IDrwrK4XSH


Summary: Bullish GOOGL; views it as an incredible business worth finding good entries on.

Google $GOOGL is like 7% away from being the largest company in the world and even closer to hitting $5T in market cap.

Just an absolutely incredible business.

I am astonished by the company everyday.

As an investor you look for good entries on businesses like this.


Summary: Bullish META: cheaper multiple than S&P despite faster growth, while S&P hits ATHs.

Meta $META is still not even up 2% YTD.

S&P continues hitting fresh new all-time highs and Meta is trading at a cheaper multiple than the S&P while growing faster.

Do with that information what you will.

Just sharing thoughts on here. https://t.co/9X1pDAYZD5


Summary: Sarcastic jab at Intuit/TurboTax implying the stock is a loser; implied bearish.

The only tax services Intuit $INTU is providing this year is massive losses to offset your gains with…

TurboTax! https://t.co/vvJVeuiR9y


Right now Meta $META and if it wasn't my largest holding Amazon $AMZN too

Summary: Adding to META and AMZN; building SCHG as core portfolio position.

PORTFOLIO UPDATE: MARCH 26TH

These portfolio updates will be getting shorter and shorter. I am simply adding to companies I find attractive. Right now Meta $META and if it wasn’t my largest holding Amazon $AMZN too.

Then I am trying to make $SCHG the core position in my portfolio. Individual stock picking is hard. I am straying away from it over time.


if it wasn't my largest holding Amazon $AMZN too


I am trying to make $SCHG the core position in my portfolio


Summary: Endorses owning GOOG based on Q1 results showing AI-driven growth across Search, Cloud, and Gemini.

@sundarpichai Why you own $GOOG in one pic

Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible https://t.co/ysZ5CYAUPR


Summary: Bullish on META after crushing earnings; durable beat framing implies continued strength.

META CRUSHES EARNINGS…

META STOCK: https://t.co/4WSlG5rZ5u


Summary: Adding to META; sees it as cheap on P/E with a fast-growing wide moat.

I am adding to my Meta $META position. I continue to believe the stock is not expensive for the price you are paying.

Low price/earnings multiple and a fast-growing wide moat business. Easy add for me personally. https://t.co/Xz4fKyjJr7

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Track my live portfolio for free on Blossom Social (download using this affiliate link, I may earn a commission at no extra cost to you): https://t.co/apWzvqfTUs


Summary: Targets Gold at $4,400 by December 2025 or March 2026.

Gold $4,400              Gold $4,400
December 2025       March 2026

https://t.co/Dlr5AvQgKN


They get to take all of their free cash flow and give it to their shareholders while still participating in the upside of AI via their hardware. They did the smart thing I'd say.

Summary: Bullish AAPL: asset-light AI model returns FCF to shareholders while capturing AI upside through hardware sales like the MacBook Neo.

Kinda insane how Apple $AAPL just said “nah” to the whole AI CapEx thing…

They get to take all of their free cash flow and give it to their shareholders while still participating in the upside of AI via their hardware.

So many people will be buying this MacBook Neo for OpenClaw, or Claude. And they don’t have to invest hundreds of billions in CapEx for it.

Give it up for Tim Cook and the whole Apple team. They did the smart thing I’d say. 🤷♂

NEWS: Apple has introduced the MacBook Neo, their most affordable laptop ever.

• Price: $599 ($499 for students)
• 16 hour battery life
• 13" display, 500 nits
• A18 Pro chip
• 256GB or 512GB of storage
• Four colors: silver, indigo, blush, and citrus
• Weight: 2.7 lbs
• https://t.co/7RYWN2g5WW


Summary: Author thinks it's time to rotate into equal-weight S&P 500 ETF (RSP).

@KobeissiLetter See now it’s time to rotate in I think

Investors are rotating out of mega-cap tech stocks at a historic pace:

The equal-weight S&P 500 ETF, $RSP, attracted +$5.9 billion in inflows in February, the largest monthly inflow since inception.

This exceeds the previous record of +$5.0 billion set in 2023.

Over the same https://t.co/faise4BJLV


Summary: Author holds GOOGL long, sharing a visual thesis for ownership.

Why I own Google $GOOGL in a single picture https://t.co/7el6H00CqJ


Summary: Bullish Tesla demand driven by rising gas prices pushing consumers toward EVs.

@wholemars Demand should skyrocket with gas prices skyrocketing

Come for the gas savings, stay for the self-driving https://t.co/wAo2UIHj00


Summary: Bullish on HOOD after being named brokerage for Trump Accounts; enthusiastic endorsement of the catalyst.

OMG I DID NOT SEE THIS ROBINHOOD $HOOD IS THE BROKERAGE FOR THE TRUMP ACCOUNTS WOW. 🇺🇸

CONGRATS ROBINHOOD!

A new era for American market access starts today. 🇺🇸

Robinhood has been tapped as the brokerage and initial trustee for @TrumpAccounts, together with @BNYglobal. We’re bringing our technology and resources to this groundbreaking initiative to democratize finance for the next https://t.co/ykWL5KWfmq


Summary: Bullish PLTR; geopolitical context underscores its multi-hundred-billion-dollar value.

Iran’s new Supreme Leader is finding out why Palantir $PLTR is worth hundreds of billions of dollars… https://t.co/WR4kO4IqX5


Summary: MA near decade-low valuation multiple, implying attractive entry and upside from here.

Mastercard $MA at 26.77x earnings is near the lowest multiple that it's traded at in the past decade. https://t.co/CZPjMmauOv


Summary: Bullish AMZN to $300 on Anthropic investment expansion and AWS deal growth.

Amazon $AMZN is spiking after-hours as they are investing more into Anthropic plus expanding their AWS deal.

This should be a $300 stock, NFA. https://t.co/X6GSnpZLh4


Summary: Sarcastic endorsement of Cramer's 'oil topped' call via the Cramer-inverse meme; actual stance is bearish oil.

Oil barrels are headed to $200 a barrel. Thank Jim Cramer for higher gas prices. Yikes… https://t.co/PMVAhpptrL

JUST IN: Jim Cramer says oil prices have topped. https://t.co/0kvWtzLsr2


Think he is referring to $META most here. Hard to be bearish long-term buying at these valuations.

Summary: Author implies META is cheap and hard to be bearish long-term at current valuations.

Bill Ackman just speaking out and stating that the best businesses in the world are trading at extremely cheap prices…

Hard to be bearish long-term buying at these valuations.

Think he is referring to $META most here.

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a


Summary: Actively adding to SCHG ETF and buying META as ongoing positions.

PORTFOLIO UPDATE: April 27th

Like I said not much to say. Investing into $SCHG more and more and I have been buying $META. You can see all these moves for free over on Blossom Social.

As I have said I am straying away from individual stocks and more into ETFs/Index Funds. Individual stock picking is not easy.

Not going to sell shares of my higher conviction bets I have already bought tho. KK thx bye. ✌

Not financial advice.

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Track my live portfolio for free on Blossom Social (download using this affiliate link, I may earn a commission at no extra cost to you): https://t.co/apWzvqfTUs


Summary: Warns against shorting semis after a historic 20-day green run; implicit bullish stance — don't fight the trend.

If Semis are up tomorrow, $SOXX and $SMH will be up TWENTY DAYS in a row. Absolutely insane generational run for semis.

20 days of straight green is unheard of.

I guarantee you many got burned trying to short this thing.

Many many many.

Don’t be added to that list friends.


Summary: Bullish PLTR; Pentagon AI adoption validates the premium valuation.

The world is going to find out why Palantir $PLTR trades for 300x earnings… https://t.co/qnt4mB0pCe

Pentagon to adopt Palantir AI as core US military system, per Reuters.


Summary: Decisive bullish verdict on AMZN at all-time highs; cannot be stopped.

NEW AMAZON $AMZN ALL-TIME HIGHS. 💥

THIS NAME CANNOT BE STOPPED.


Summary: Endorses Cramer's hold-don't-trade verdict on NVDA at record price; implied continued long.

Nvidia $NVDA shareholders seeing this post https://t.co/2S0fRDe6cQ

So many people bolted Nvidia... Own it don't trade it right into its record price