20 | Majoring in Finance Stock Investor | Tech & Business Building Future Wealth Not Financial Advice.
- Tweets 24,792
- Following 981
- Followers 7,256
- Likes 29,616
Pinned Tweet
6 stocks I’m betting on to MASSIVELY benefit from AI for the next few years:
1. Meta | $META
14
11
233
74,423
Uber $UBER valuation: ~$141B
Waymo valuation: ~$126B
In 2025:
Uber did 13.6 BILLION trips
Waymo did 15 MILLION trips
That’s a 900x difference.
Yet the two companies are valued nearly the same
Make it make sense.
11
3
38
6,408
So let me get this straight:
American Express $AXP is down 16% YTD
Berkshire Hathaway owns ~$51B worth
JPMorgan reported a 20.5M share position
Morgan Stanley increased its position to 13.1M shares
Donald Trump disclosed MULTIPLE buys in 2026
Members of Congress have also disclosed buys
Institutions/politicians are pouring money in $AXP
Probably nothing, right?
3
1
26
3,740
Dray retweeted
4 consumer driven stocks I believe are MASSIVELY undervalued:
1. Netflix | $NFLX
-40% past year
~18x forward earnings
26
9
122
42,485
After a week filled with bullish news, we gave back all the gains this week ofc.
I bought more and will continue to accumulate at this price GLADLY
$NOK
You would think $NOK was up +20% this week after the bullish week it had:
• Expanded partnerships with $NVDA and $MSFT
• Collaboration with Telxius to deploy 800G coherent pluggable optics across networks in Europe, the United States and Latin America.
• Partnership to accelerate digital transformation across UK defense operations
• Rosenblatt raised PT to $15
Under $11 is one of my favorite buys in the market
Only a matter of time for this one.
11
3
43
4,294
Dray retweeted
$UBER under $70 is ridiculous
• Nearly down 30% past year
• ~16x forward earnings
• ~14x P/FCF
• CEO and COO bought over $15m worth
• Ackman, Pelosi, and others are buying
Hard to ignore this value right now
37
9
220
21,224
4 consumer driven stocks I believe are MASSIVELY undervalued:
1. Netflix | $NFLX
-40% past year
~18x forward earnings
26
9
122
42,485
The money being poured into Uber specifically right now is insane
Check this out with a list of some big buys lately
So let me get this straight:
Uber $UBER is down 25% past year
Nancy Pelosi bought $1m worth in May
Bill Ackman made it the largest holding in his fund
Uber COO bought over $5.3m worth at $75
Uber CEO bought $10m worth at $71
Many other big investors have been buying
Probably nothing, right?
1
5,249
Dray retweeted
$META is now 30% of my portfolio with the recent gains it’s had
No plans to sell any, I believe it is STILL undervalued with the new future it’s building
So bullish.
19
4
104
4,819
Something’s not adding up:
Intuit $INTU is down 60% past year but…
President Trump disclosed $1-$5M purchase in July
Yacktman bought ~484k shares in Q2
First Pacific Advisors bought ~332k shares in Q2
Intuit director bought ~$542k worth at $310
All of this money getting poured into this stock
Opportunity or not?
13
1
42
6,348