Investor Roth

@born_differentt @realDanWagner @GeminiApp I don't talk to bot

@BigInvestorRoth @realDanWagner @GeminiApp Maybe your trust haha... Step away then. Wrong place to be.

Nuff said v2 Thanks for clearing that up @GeminiApp #love $RZLV

@kastriooot8 @only4stocks @RezolveAi @enhanced_games You should give me that money or put it in s and p 500. I will guarantee a better result than Rezolve AI. You may have sunk cost fallacy.

@only4stocks @RezolveAi @enhanced_games I’ll continue to keep a close eye on Rezolve AI. Since I’ve invested so much time in Rezolve AI, it would be great if the stock were trading at $20 by the end of the year—which is where it deserves to be.

Rezolve Ai is pleased to announce a multi-million dollar strategic partnership with @enhanced_games (NYSE: ENHA) to power AI-enabled fan engagement and consumer health technologies across Enhanced’s rapidly expanding digital ecosystem. Read our press release to learn more: rezolve.com/press-releases… #RezolveAi #Enhanced #ENHA #RZLV

@RezolveAi @BarclaysUK This news doesn't guarantee stock price appreciation or funding. This post is true, but I see further dilution to this company.

We’re proud to share that Rezolve Ai has been named in @BarclaysUK “Ones to Watch AI:100,” a data-led recognition of high-growth companies shaping the future of AI. This list highlights 100 businesses building what comes next across sectors, regions, and industries, and we’re honored to be included among such forward-thinking innovators. Read the full report: labs.uk.barclays/media/2onhagzi… #RezolveAi #ArtificialIntelligence #Barclays #AI $RZLV

@RezolveAi @enhanced_games This company is a genuine scammer and is fraudulent. I see why Fuzzy Bear tried suing. This company has a terrible growth rate, and that is why they are acquiring companies. This company news is not going to move the stock, and investor trust is technically negative.

@RezolveAi @enhanced_games Another lie was used to boost the stock to dilute it again. The company lacks good organic growth and solid fundamentals. Dan Wagner has been known to lie in the past and exaggerate. His only success was a company that was later acquired by Oracle.

@patientinvestor We sold Google and bought Microsoft. Interesting. I have enormous respect for Chris.

Chris Hohn sold 83% of Microsoft & Initiated a position in Google! $MSFT $GOOGL

As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations. For example, we acquired Alphabet $GOOG when the stock declined substantially on the release of ChatGPT in late 2022, Amazon $AMZN in the weeks following Liberation Day, and $META more recently on the market's response to the company's unexpectedly large cap ex guidance and expenditures. In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation. While $PSUS will not be filing a 13F tomorrow, it has also recently made $MFST a core holding. Microsoft operates two of the most valuable franchises in enterprise technology, which account for approximately 70% of the company's overall profits: M365 and Azure. M365, the company's productivity suite, is the dominant operating platform for knowledge work, with over 450 million workers using Word, Excel, PowerPoint, Outlook, and Teams on a daily basis. Azure is the world's second-largest hyperscaler cloud platform and, like AWS in our Amazon investment, is a direct beneficiary of the multi-decade migration of enterprise IT workloads to the cloud, which is now further accelerated by surging demand for AI inference workloads. Both M365 and Azure are underpinned by Microsoft's unparalleled enterprise distribution and the security, compliance, and identity infrastructure it has built and refined over decades. Beyond these core franchises, Microsoft also owns a portfolio of other leading businesses, including LinkedIn (the world's largest professional network with 1.3 billion members), its gaming platform (Xbox and Activision Blizzard), and search and news advertising (Bing and the Edge browser). We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results. We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years. Notably, MSFT's headline multiple does not reflect the value of Microsoft's approximately 27% economic interest in OpenAI, which would represent approximately $200 billion, or 7% of Microsoft's market capitalization, at OpenAI's most recent funding round valuation. We believe Microsoft's recent share price decline has been principally driven by investor concerns around two key issues: i) the competitive positioning of M365 against increasingly capable AI lab offerings (notably Anthropic's Claude Cowork), and ii) the durability of Azure's growth, especially in light of Microsoft's evolving relationship with OpenAI. In our view, investors underestimate the resilience of the M365 franchise given its deeply embedded role across enterprises and highly attractive price-value proposition. Unlike point software solutions, which may be vulnerable to disintermediation by better-performing AI alternatives, M365 is tightly integrated into the daily workflow of nearly every large enterprise and is supported by Microsoft's identity, security, compliance, and data governance infrastructure, which would be nearly impossible to replicate. Attractive bundle economics further reinforce Microsoft's advantage, with monthly average revenue per user on the M365 suite at approximately $20, less than half of what customers would pay to purchase the underlying applications individually from different vendors. Moreover, we are encouraged to see Microsoft prioritizing its R&D efforts and investment in Copilot, its own AI agent embedded across M365, with direct involvement from CEO Satya Nadella. We believe these efforts will translate into improved product velocity and greater customer adoption over time. Alongside Copilot's rollout, the company has also begun shifting its pricing model from pure per-seat licensing to a hybrid model of seats plus metered consumption, which helps expand the company’s revenue opportunity as AI agents drive incremental usage that a seat-only structure would not capture. These initiatives should help sustain M365’s strong underlying growth momentum, which was already evident in the business unit’s 15% revenue growth (in constant currency) last quarter. We believe concerns regarding Azure's growth trajectory are similarly misplaced, particularly in light of the franchise's exceptional recent performance. Azure revenue grew 39% in constant currency last quarter, with company guiding to modest acceleration through the second half of the year. We view Microsoft's recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves enterprise customers, who increasingly seek optionality across model providers. Microsoft recently disclosed that over 10,000 enterprise customers have used more than one model on Azure Foundry, the company’s modular AI model marketplace. This model-agnostic approach also strengthens Copilot, which can auto-route queries across multiple models to deliver the optimal output for a given task. To support Azure's rapid growth amid persistent supply constraints, Microsoft has raised its calendar year 2026 capex budget to approximately $190 billion. Consistent with what we have observed at hyperscaler peers Amazon and Google, we view this spend as growth capex that should drive future revenue generation. This is particularly true for Microsoft, given that roughly two-thirds of its capex budget is allocated to server and networking equipment that correlates directly with near-term revenue. Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation.

@growthrapidly Trump didn't buy sofi.

$SOFI trading under $30 still doesn’t make sense to me long term. Trump just bought. The CEO bought $2M worth of shares. Revenue is growing fast. Yet the stock is priced like growth is slowing. What I am missing? 🤔

@love4trade @RezolveAi Look at the organic growth of the company

@BigInvestorRoth @RezolveAi I believe Dan said they don't plan on diluting in 2026 and if they do they are cognizant of it and will try to minimize it if monumental to the business. For example the Comerce acquisition

Rezolve Ai is pleased to announce a global strategic partnership designed to accelerate the worldwide rollout of agentic commerce. Under the agreement, Tata Consultancy Services will resell Rezolve’s AI-powered commerce platform to enterprise clients globally, giving Rezolve access to one of the broadest client relationships, delivery capabilities and digital transformation footprints in the world. 🔗Press release: rezolve.com/press-releases… #RezolveAi #StrategicPartnership #Tata #AgenticCommerce $RZLV

Pyramid of the best investors ever. Who is missing?

Bill Ackman literally gave a 44-minute masterclass that explains money better than any business school:

@RezolveAi no evidence

Rezolve Ai is proud to announce that revenue for the first quarter of 2026 reached $60 million, based on unaudited management accounts, exceeding the company’s total audited revenue for the full year 2025 in just 90 days. Read more about it in our press release: rezolve.com/press-releases… #RezolveAi #CompanyGrowth #RZLV

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 long time to buy quality. Ignore the bears.

This is SHOCKING. Jane Street’s secret trading technique is to accumulate shares, then dump them in seconds to crash the price and profit from shorts. They ran the same 10 AM manipulation algo in Indian markets and made $4.23 billion, which led to a temporary ban by the Securities and Exchange Board of India. Their playbook is simple: 1) Have billions of dollars from investors 2) Buy spot Bitcoin at, say, $68k 3) Open massive shorts via options or derivatives 4) Sell large amounts of BTC in minutes with algos, combined with low liquidity or negative news to trigger panic selling 5) Price crashes to $62k 6) Close shorts for massive profits while losing just 5% on spot 7) Buy spot Bitcoin again at $62k, squeeze shorts, and create FOMO to push price higher 8) Open massive shorts again... Rinse and repeat. In India, Jane Street still has $560 million frozen in an escrow account with SEBI, and the manipulation case is ongoing.

@BillAckman @MariaUpstateNY Bill Ackman i dare you to try sushi and post it.

@MariaUpstateNY I will

For those who like really dark chocolate, this one is incredible.

@alc2022 Duolingo, I can see it grow into an education giant in the future. It has good fundametal and it is undervalued. Hims, Haven't done research on that stock as much.

$HIMS and $DUOL are going to have people massively regretting capitulation, perhaps for the rest of their lives. Like selling $PLTR at $7, $AMD at $15 or $TSLA at $20 or frankly, a lot worse.

The reason for a sucess of a company is innovation. Look at Apple in the past; it was the world's most valuable technology company at one point. Combine innovation with good fundamentals, and you have a disruptor. After some time, the herd follows.