George Yencha

@Investinc_Intel Nadella doesn't get the respect he deserves for take a company that was flat for 13yrs and making it the best on earth. Buy the dip $MSFT

My top 5 CEO’s: $NVDA- Jensen Huang $PLTR- Alex Karp $SOFI- Anthony Noto $ZETA- David Steinberg $TSLA- Elon Musk Who would make your top 5 list?

@StockWorthyApp Do it. $MSFT far better company

Considering selling $CRM for a loss and buying $MSFT and $META with that capital? Agree or Disagree?

@DividendDynasty $MSFT Put my $ where my mouth is

What stock is top of your buy list for April? 🤔 Mine has to be either $META or $BRK.B Both are unique in their own way, $META is cheaper than the overall market growing at a much faster rate… $BRK.B is almost a hedge with it huge cash liquidity and overall cash generation.

@ariaradnia Less $ADBE More $TSLA

My portfolio as of today’s close What do you think?

@TheLongAJ Why both $V and $MA ??? Same typa company. I'm putting everything I can into Mastercard while it's under 500

Portfolio update – April 1, 2026 📊 11 positions – Top 5 cumulated weight = 65% Bought: $NOW Added: $MA, $SPGI, $FICO, $UBER, $V Sold: $NVDA Trimmed: / A few thoughts ... 🧵👇🏼

@leevalueroach $MSFT cause it DESERVES a 35 multiple

What is the cheapest software stock you know?

@leevalueroach Ok what companies are actually trading at 3X earnings. The cheapest I see are coal companies at like 5-6

Unpopular opinion: buying “dying” companies at 3x earnings beats buying “amazing” companies at 50x earnings almost every time. Here’s why: At 50x you need perfection. Forever. One bad quarter. One new competitor. One rate hike. You’re down 40%. At 3x? The company can literally be in decline and you still win. Because when things get so cheap they just need a little good news to go up. Expectations are priced in. Pessimism is an asset.

@MetaverseMatt @DeItaone 💀💀💀 Interesting take on a timely investing quote

@DeItaone The market can stay up longer than Buffett can stay alive.

BUFFETT SAYS IF THERE IS A BIG MARKET DECLINE, BERKSHIRE WILL DEPLOY CASH

@StockMKTNewz He's right ya know $MSFT $V $MA $META $AMZN $BAM $UNH $SOFI $NOW

Bill Ackman says it’s time to buy the dip on quality names

@DeepIceValue I'm thinking of doing the same thing. Hard to sell $UNH a stock that can easily go back to $400 even in a bear market with a 3.3% growing dividend and a wide moat

Im not happy to annouce this, but.. I sold my whole $UNH (breakeven) and $NVO (down 30-40%) positions to fund $META and to have more cash on the side to DCA.. While I still think $UNH and $NVO will outperform, I think $META at $520 and meta at $450 is better.. NFA..

@InvestInAssets Yeah that's an actual bear market not a correction. Corrections happen once every 2yrs and are very common. Also I don't see 2022 which ABSOLUTELY was a bear market $SPY down 25% I think it's P/E was 16-17

P/E at previous market bottoms:

@Quality_stocksA $UNH and $FICO

25 stocks down 40%+ in a year 📉 Which ones are actually worth buying here? 🇺🇸 Adobe $ADBE -41% 🇸🇬 Sea Ltd $SE -41% 🇳🇱 Adyen $ADYEN -41% 🇩🇰 Coloplast $COLO -41% 🇺🇸 Tyler Tech $TYL -42% 🇩🇪 SAP $SAP -42% 🇩🇪 Nemetschek $NEM -44% 🇺🇸 Pinterest $PINS -45% 🇺🇸 Fair Isaac $FICO -46% 🇺🇸 Docusign $DOCU -46% 🇺🇸 Paycom $PAYC -48% 🇺🇸 Shift4 Payments $FOUR -48% 🇺🇸 Unitedhealth $UNH -50% 🇩🇰 Novo Nordisk $NVO -52% 🇺🇸 Factset Research $FDS -56% 🇳🇱 Wolters Kluwer $WKL -57% 🇨🇦 Lululemon $LULU -57% 🇺🇸 SPS Commerce $SPSC -60% 🇺🇸 Hubspot $HUBS -61% 🇺🇸 The Trade Desk $TTD -63% 🇺🇸 Gartner $IT -63% 🇺🇸 Atlassian $TEAM -70% 🇺🇸 Duolingo $DUOL -71% 🇺🇸 Monday $MNDY -74% 🇺🇸 Fiserv $FISV -75%

@StockMKTNewz Growth portfolio -18.8 from peak to trough. My dividend portfolio is up 6% YTD but it's half the size so 💩 $SOFI $TSLA $MSFT $DE $AMD $ASML $PNC

THIS IS A SAFE SPACE How has your portfolio done so far in 2026

@Ashton_1nvests $MSFT absolute crime it's at a 20 forward rn. Best business in the world trading for LESS than the S&P. And yes I put my money where my mouth is.

What’s your highest conviction stock right now?

@Quality_stocksA Your FIRST buy zone????? I put everything i had into $ MSFT @$370 😪

Go check the replies under my early February tweet. Plenty of people said I was crazy for calling $350 the next buy zone on Microsoft $MSFT Every stock I cover follows my Quality Stocks Investment Framework: scoring, fair value, TSR and clear buy zones Buy zones can feel too low… until the market proves patience pays

@QualityInvest5 $MSFT Market treating it like SAAS is their only business like $ADBE or $CRM meanwhile they Azure will win no matter who wins the AI race

What in your opinion is currently the most mis-priced stock?

@iancassel Bro you might be the next Peter lynch. This 1000% spot on.

Everyone says they are ready for a correction. Some even say they want a correction. Very few will have the stomach or the cash to follow through on their intentions and buy when others are selling. It can happen over weeks, months, quarters, even years. The longer a drawdown lasts the more painful they become which is the issue today because we haven't had a longer one in 17 years. Market drawdowns are a cascade because investors sell stocks that are down 5% to buy more of the stocks down 10%. They do this again and again until everything is down and there is nothing left to sell. I can’t help but laugh during drawdowns when investors constantly post, write, scream about the great buys they are seeing - obviously all of these ideas are positions they are down in. It reminds me of a time I messaged my mentor Skip during the panic of 2008-2009 and he responded, "Stop showing me stuff to buy. I have plenty of stuff to buy. I need something to sell." When the market moves higher it makes you want to buy. When it moves lower it makes you want to sell. The market never screams at you to do the right thing, only the wrong thing. In significant corrections the market turns even great investors into average ones. What saves great investors is they can get to cash and/or find cash quicker than you.

@AndrewYang Hey @AndrewYang 👋 Would it be a prudent, like in a protective way, to buy heavily the stocks of the hyperscalers set to benefit from AI like $MSFT $META $AMZN ??? Cause if they take our jobs and profit more at least our assets appreciate

That’s the MATH.

@TheLongInvest I'm hoping bro. I'm counting on it. All eggs in one basket

If you start from zero and manage to get to $100k invested I can assure you, you’ll reach $1 million

@StockSavvyShay bUt tEsLa'S jUsT a cAr cOmPaNy 🤪 Long $TSLA

$NVDA CEO Jensen Huang just said “Robotics is a $50 trillion industry.”