Senior Software Developer👨‍💻 | 10 Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR

Joined January 2026
3,299 Photos and videos
I like the move to roll $CROK into $ADBE and $META. These opportunities are too high-quality and cheap to ignore.
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What company in the market do you think is the most undervalued?🤔
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Weekly Buys/Sells in the market: Buys: $ZETA, $META, $ADBE, $ELF Sells: $GOOGL $ZETA LEAP $17.5 CALL 1/21/2028
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The green candle that is loading for Monday market open.

PRESIDENT DONALD TRUMP JUST SAID U.S.-IRAN NUCLEAR DEAL SIGNING IS SCHEDULED FOR TOMORROW THE STRAIT OF HORMUZ WILL BE OPEN TO ALL SHIPPING IMMEDIATELY AFTER THE DEAL IS SIGNED
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Retail tuning into the $SPCX conference call with their 1 share allocation.
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YTD performance across all 3 Robinhood Portfolios 📊 Roth IRA ( 22.05% YTD): 📈 $TSM, $AMD, $GOOGL, $META, $EZBC, $ADBE, $JD, $SOFI, $NVDA, $AMZN, $NOW, $ELF, $ZETA Traditional IRA ( 8.79% YTD): 📈 $NVDA, $AMZN, $AXP, $GOOGL Taxable Account ( 8.78% YTD): 📈 $NVDA, $AMD, $TSM, $BABA, $META, $GOOGL, $AMZN, $AXP, $CAKE, $CEG, $SOFI, $ELF, $ADBE, $NOW, $ZETA What should I sell or buy? 🤔
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🚀 $SPCX (SpaceX) Surges 19.5% on Historic IPO Debut Unprecedented retail demand powered the largest IPO in history. Shares closed well above the $135 offer price, valuing the company at ~$2.11 trillion. With ~$18.7B in 2025 revenue, $SPCX is trading at a staggering ~113x Price-to-Sales multiple. That’s not premium — it’s extreme, even for the most ambitious growth stories. Overpaying for stocks is how you set yourself up for poor performance in the market. I think the company is amazing and will do some incredible things, but that doesn’t mean the stock will do well at these high valuations.
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🔹 $SOFI is more than just a bank — it’s a full one-stop shop for financial products, serving everything from banking and lending to investing and student loans under one seamless platform. 🔹 $NOW isn’t just enterprise workflow software — it’s becoming the AI control tower for mission-critical operations, delivering industry-leading 97% renewal rates. 🔹 $NVDA isn’t just a GPU company — it’s the dominant AI infrastructure powerhouse with a wide and expanding portfolio of chips, software, and data center solutions. 🔹 $ADBE isn’t just creative software — it’s a comprehensive digital experience platform leveraging AI to fuel growth across clouds. 📌All of these companies are extremely misunderstood by the market and all grossly undervalued.
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POV: You in 10 years because you bought undervalued stocks like $META, $SOFI, $ZETA, $NVDA & $NOW instead of chasing overpriced IPOs.
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Why the market is sleeping on $CAKE 🍰 While many high-flying restaurant stocks are hitting turbulence, The Cheesecake Factory ($CAKE) is quietly crushing it—outperforming $CMG year-to-date. Here’s why $CAKE is a resilient compounding machine: 📈 Dominant YTD Performance Up 48% YTD, trading near $75. $CAKE has left $CMG in the dust amid the latter’s traffic weakness and valuation reset. 💰 Attractive Value Valuation Forward P/E ~16-17x vs. 30-40x for many sector peers. Real margin of safety on a high-quality name. 🍽️ Multi-Concept Growth Engine Beyond the flagship, Fox Restaurant Concepts is accelerating: 🔹North Italia: Rapid upscale casual expansion in premium markets 🔹Flower Child: Fast-casual health brand posting 10% SSS in Q1 (vs. flat industry) 🔹26 new restaurant openings** planned this year across the portfolio The core Cheesecake Factory brand generates strong cash flow to fund these higher-ROI growth concepts. 🛡️ Resilient Same-Store Sales 1.6% comps in a challenging environment where many casual dining chains dropped 4% . Massive menu variety provides strong traffic defense. Bottom line: $CAKE is a multi-concept growth story trading like a value stock — backed by a dividend and clear multi-year runway.
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🚨 $ADBE drops 6.7% after Q2 earnings as Wall Street reacts to a major strategic pivot! 📉 Here is what you need to know about Adobe’s shift to an AI-first ecosystem: The Big Move: Adobe is aggressively expanding its freemium tiers for Express and Acrobat to capture the next generation of loyal users, choosing to defer immediate Creative Cloud monetization in favor of a massive long-term funnel. 🌪️ The Street's Reaction: Investors disliked the resulting in lower shorterm ARR expectations, sparking a short-term sell-off despite raised full-year revenue guidance of $26.5B–$26.6B. 🐻 The Long Game: Management firmly believes this friction-free onboarding is the ultimate strategy to lock over 700 million MAUs into their ecosystem, aiming for decades of durable payback. 🎯 AI Tailwind: Defying the market's "AI disruption" narrative, Adobe's AI-first products (like Firefly and Acrobat AI Assistant) are booming, with AI-first ARR growing an impressive 3x year-over-year to over $500 million. 🚀 I believe the market is being shortsighted as usual and this will pay dividends down the line with decades of loyal customers. Do you agree?🤔
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5 amazing GARP (Growth at a Reasonable Price) stocks in the market and their last quarter revenue growth:🚀 🔹 $META 33% 🔹 $NOW 22% 🔹 $SOFI 41% 🔹 $ZETA 50% 🔹 $ELF 35%
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Good morning FinX, Hope everybody is having a wonderful Saturday.
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Elon Musk after becoming the worlds first Trillionaire.
ELON MUSK OFFICIALLY BECOMES THE WORLDS FIRST TRILLIONAIRE.🚨
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Is $ADBE a value trap and the next $PYPL or the most misunderstood stock in the market?
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These accounts belong to some absolute legends I interact with daily. They unfortunately got swept up as false positives in the recent bot purge. Please look into this! @Support @Safety @leifinvests @Acevent95706230 @BlackMambaMilli RTs appreciated to help get them noticed 🙏
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Quality Compounders retweeted
People who I follow on here unfollowing me thinking I don’t see them 😂 I will find you. 2026 is our year more undiscovered small caps to be found. Thank you all for supporting. More research More DDs More cool accounts to follow Appreciate the ones who ride with me all the way up. I literally engage w everyone on here. 500-1k reply’s daily Appreciate all the new subs to support this journey. 700 strong. Goals on x are as follows. -Create content from sharing cool names that 70-90% investors on this huge platform haven’t heard of. - bring the energy and fun to conversations and GIFs - share ideas daily publicly - bring every account I follow up with me😤 - my DMs are always open to help anyone advise wise or for anything. Here’s some new accounts and legends @sonak_13 @UnotheInvestor @ZenoReport @Stealthct_Storm @notanotherquant @HRinvests @Double0Capital @TechniCameron @Samurai__Stock @ironHODL @sebiisb @randrewcworth @AlphaOwlTrading @saso_capital @AlphaOwlTrading @brandon_Invests @stocksrockman @QualCompounders @Investinc_Intel @fundmyfund @Investinc_Intel @Hitman72972 @GrowthStockDad @PPortfolioooo @Billerrr1 @wasianinvestor Be the .002% Happy Friday let’s have a great weekend⚽️🇺🇸 Also x we need answers? We’re all just trying to make it I don’t get it. Black mamba, ACE too… wtf is happening??
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“Mom, how did we get so poor?” “Your dad kept buying overpriced IPOs… instead of loading up on $META, $SOFI, $ZETA, $AMZN, and $NOW at generational low valuations.” 😩📉
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Quality Compounders retweeted
$META is a $1000 stock trading at $566 $AMZN is a $350 stock trading at $235 $NOW is a $150 stock trading at $100 $ZETA is a $40 stock trading at $20 $ADBE is a $350 stock trading at $204 $SPCX is a $80 stock trading at $170
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$CEG $VST = an absolute monster pair buy in the AI power boom. ⚡📈 Data centers don’t run on hope — they need 24/7 reliable power. And they’re not going to power themselves. These two are perfectly positioned with long-term (20 year) contracts with hyperscalers, power demand expected to double in the coming years, and valuations sitting near 2-year lows. 🔹 $CEG Forward P/E ~20.6x (nuclear pure-play) 🔹 $VST Forward P/E ~15.4x Growth outlook is strong and visible: $CEG: ~20% expected earnings growth, guided through 2029 (multi-year 20% CAGR) $VST: ~30% expected earnings growth with clear 2026 visibility Why the pair works so well: $CEG = Higher quality name. Pure nuclear fleet = clean, stable, always-on baseload power. The premium pick. $VST = More torque and upside. Bigger growth runway.
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