Tõnis

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Tõnis

Tõnis

@TSinvests

Long term investing / writing deep dives here and there kpop fan #f9 🍀

Finland Joined Mart 2026
386 Following285 Followers
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Tõnis
Tõnis@TSinvests·
Marriott international $mar is one of the world's largest hospitality companies. 🧵(0/8) They run a highly asset-light model meaning they own or lease less than 1% of the hotels carrying their brands. The rest of owned by third-party partners who pay Marriott ongoing fees to manage or franchise the properties.
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LongGameEquity
LongGameEquity@LongGameEquity·
@TSinvests Market pullback will come! There will be for $META opportunities
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LongGameEquity
LongGameEquity@LongGameEquity·
"Dad, what was it like buying: $SOFI $16 $ZETA $17 $NOW $81 $AMD $80 $META $88"
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ValueTalks
ValueTalks@gabz_investor05·
Today is my first day to breach 10K impressions on X I have been verified for around 2 weeks by now and am very happy with the features including this "analysis" part... I wanted to thank everyone who has been following me, engaging with my content and exchanging valuable perspectives! Stay blessed guys😇 I will be here when $SPY hits $10,000 whenever it happens.
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Tõnis
Tõnis@TSinvests·
@timoassi It’s quite appealing for sure but I want to keep quite concentrated portfolio
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Timothy 🟢 | Panic Drop
Timothy 🟢 | Panic Drop@timoassi·
Why I'm accumulating $NOW - AI Workflow Leader - 20%+ Revenue Growth - Oversold Valuation - Strong AI Momentum - 60%+ Upside Potential Are you buying or selling?
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Tõnis
Tõnis@TSinvests·
@StockMKTNewz Great years ahead for semiconductors $AMD $NVDA
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Evan
Evan@StockMKTNewz·
2026 is the year the AI Investment cycle went parabolic Amazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined $710 BILLION on CAPEX this year more than DOUBLE what they spent last year
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Bram Van Genechten
Bram Van Genechten@BramVGenechten·
Mastercard again near its lowest valuation in 10Y. $MA
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Jacob
Jacob@jacobiinvest·
@TSinvests I have heard great things about $O
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Jacob
Jacob@jacobiinvest·
What are the best forms of passive income? $QQQ $SPY $SCHD $SCHG $QQQI
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The Man
The Man@FurtureRichKid·
Do you grind X on the weekend if you're trying to build an account? Or do you take the weekend off?
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Noah
Noah@antibearthesis·
@TSinvests their philosophies are outdated.
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Noah
Noah@antibearthesis·
Uncomfortable truth: Waiting for a crash is one of the worst investing strategies. Zoom out on the S&P 500. That “terrifying” 2008 financial crisis everyone fears? It’s a tiny blip. Markets spend WAY more time going up than crashing. Miss the climb, and you lose far more than you “save” by timing a dip. While people sit in cash waiting for the perfect entry, the market just keeps climbing. The biggest risk isn’t a crash. It’s never getting in.
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Tõnis
Tõnis@TSinvests·
@MsVeilMoney Studying completely different field than what I expected
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MsVeil
MsVeil@MsVeilMoney·
Are you living the life you imagined five years ago?
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Noah
Noah@antibearthesis·
@TSinvests they’ve underperformed for 20 years now. ridiculous.
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Elizaveta
Elizaveta@liza_MEXC·
Sell in may and go away ? 😁 Did you already plan smth for summer ? Hehe
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WealthRewired
WealthRewired@wealthrewired8·
someone copied your money habits exactly Would they end up in a good place
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SimonsInvestments
SimonsInvestments@SimonsInvests·
What a journey this is gonna be.. $RDDT Price predictions for this year?
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Ashton Invests
Ashton Invests@Ashton_1nvests·
This is sooooo bullish for $AMD
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The Kobeissi Letter@KobeissiLetter

Big Tech CapEx has reached unprecedented levels: The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026. This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023 levels. Amazon now expects CapEx to approach a record $200 billion this year. This is followed by Google and Microsoft which are both guiding $190 billion in CapEx for 2026. Meta has also raised its expectations by +$10 billion to $125-$145 billion. To put this differently, each company is projected to spend nearly as much in 2026 as they did in the previous 2 years combined, or more. The AI Revolution is set to accelerate.

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@LongGameEquity @gabz_investor05 @timoassi @StockMKTNewz @BramVGenechten @jacobiinvest @FurtureRichKid @antibearthesis