BREAKING: $SPCX has officially flipped $MSFT to become the 4th largest company in the world. 🤯 Explain to me how this makes sense

Just as I thought - $SPCX is utilizing its overvalued share price as currency for M&A dilution. I suspect we will see more equity-funded acquisitions or secondary capital raises once their IPO lock-up period expires next year, especially if it's still trading at $2T . A 1% share dilution equals $20B for Capex/R&D, which goes a long way for SpaceX given how efficient they are.

Look how aggressive insiders sentiment was back when $NFLX crashed in 2022. Are we going to see them buying stock heavily again soon?

$DUOL Duolingo’s margin story is one of the cleanest in growth software right now 📈 Gross Margin locked in at a rock-solid 73.0% for years - best-in-class unit economics. Q1’26 highlights: - FCF Margin: 50.6% - SBC-Adjusted FCF Margin: 38.8% - Net Income Margin: 16.8% (normalized after the Q3’25 one-time tax benefit) From early losses to strong, sustainable profitability across the board. Operating leverage is clearly kicking in. What do you think - still undervalued at these margins?

SpaceX valued at $2T after last week's IPO. Meanwhile, $TSLA is trading 33% below that. All while $TSLA has: > The #1 best-selling vehicle > A rapidly scaling Energy business > Active Robotaxi pilots > Optimus humanoid robots > Custom silicon & AI chip architecture > Massive compute infrastructure (Dojo) > Unmatched gigafactory manufacturing scale Everyone debates $TSLA's valuation daily, yet aggressively buys SpaceX at 100x sales. The math isn't mathing.

We've definitely bounced back on $HIMS since the lows. Only down -10% YTD now

Imagine looking at this chart and still being bearish on $NOW

Everything in the portfolio is doing very well today, love to see it!

Netflix at 23.74x Forward P/E or ServiceNow at 23.36x Forward P/E Which one do you prefer $NFLX or $NOW at these prices?

$AMD announced the new Ryzen AI Halo: $3,999 mini PC Undercutting NVIDIA's DGX Spark by $700. Is the market pricing in too much hype too quickly? x.com/adiix_official/status/…

The irony of 2026: AI was supposed to kill software. Instead we might look back and realise AI actually made them stronger $NOW

As someone who’s used Adobe for 10 years, their real moat has always been the depth of their tools/software, the proprietary file formats, and the enormous catalog of users’ existing design files. By baking native AI directly into the apps, are they eroding the very “layers” and tool complexity that made the software sticky? The more users rely on these AI features, the less they actually need to master the traditional 25-year UI and full toolset. That not only lowers switching costs but also opens the door for competitors offering specialized, lower-cost AI tools that can bypass much of Adobe’s ecosystem entirely. Once you factor in a lot of entry-level competitors like Canva etc too, or vibe-coding (skipping design all together) - this could also be a headwind. Unless they can manage to capture more market share with Express Firefly.

$DUOL's Birdbrain AI doesn't just personalize lessons for you. Every exercise every learner completes makes it smarter for every other learner. That's not a normal network effect. It's a data compounding loop that gets harder to compete with every single day. No startup with 10,000 users can replicate what 130 million generate.

I think this is extremely poor judgment to post on Elon's part. To achieve $1T in revenue by 2030, $SPCX would have to grow considerably faster than even $NVDA did over the past 4–5 years - and Nvidia was selling to the biggest companies in the world, each with tens of billions in CapEx.

$NFLX is now down -40% since June 2025 Anyone else also buying this one right now?

$ADBE $INTU have almost the exact same market cap right now 👀 But look at the valuation gap: $ADBE → cheaper on every multiple 12.5% FCF yield $INTU → paying up for faster growth (15.1% rev) Both got absolutely smoked this year. Which one are you buying here?