LongGameEquity

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LongGameEquity

LongGameEquity

@LongGameEquity

Long-term investor focused on disruptive tech 🚀 AI • SaaS • Software | 5–10 yr horizon 👇 Investing tools + brokerage signup

Katılım Mayıs 2024
4.1K Takip Edilen2.9K Takipçiler
LongGameEquity retweetledi
LongGameEquity
LongGameEquity@LongGameEquity·
$CELH was $95 in 2024, before they acquired one of the largest and fastest-growing energy drink brands, Alani Nu! They also got Rockstar Energy for dirt cheap recently! You are telling me I can buy the stock for a third of the price two years later?!
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LongGameEquity
LongGameEquity@LongGameEquity·
ServiceNow $NOW is the gold standard right now because a 98% renewal rate is almost unheard of—it means once a company starts using it, they virtually never quit. The "control tower" is their big move to be the platform that manages every other AI tool an enterprise uses, giving them massive leverage. While names like CrowdStrike or Microsoft have similar moats, $NOW is the cleanest play for high-margin growth without the baggage.
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Josh@JFergistheman·
Should I take profits guys? $SOFI so fine 🤩🥳
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Carson
Carson@CarsonTalkMoney·
When the market gives you gifts you buy! - 2 shares of $NKE - 4 shares of $SOFI - 0.5 shares of $NOW - 5.5 shares of $CELH - 10 shares of $NU - 0.2 shares of $META Are you guys buying anything?
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LongGameEquity
LongGameEquity@LongGameEquity·
$CRM $ADBE $NOW $ZETA go up when the market goes down because the market knows they will continue to put their numbers up. Their recurring revenue is 90% plus for many of these companies, making them less cyclical and recession sensitive than $NVDA $AMD $MU $SNDK. Are these the new hedges?
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Bronx Bull
Bronx Bull@BronxBullYerr·
Here’s your 👑 back
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Noah
Noah@antibearthesis·
JUST IN: Bill Ackman is buying the big tech dip In 2022 he called: $GOOGL at $90→ +300% In 2025 he called: $AMZN at $170→ +65% Now he’s giving you: $MSFT at $410 $META at $620 Are you going to miss out again?
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LongGameEquity
LongGameEquity@LongGameEquity·
Keeping a close eye on these names for the next leg up: • $VST (Energy/Utilities) • $CELH (Consumer) • $ELF (Consumer) • $NOW (SaaS/AI) • $META (Social/AI) • $ADBE (Software) • $SOFI (Fintech) The setup is looking prime. 🚀
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LongGameEquity
LongGameEquity@LongGameEquity·
The market is handing out entries. $CELH < $30 $ELF < $60 $VST < $150 $META < $600 $NOW < $90 $ADBE < $240 $META and $NOW are the clearest plays here given the growth/valuation gap. Which one are you buying? 📈
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LongGameEquity
LongGameEquity@LongGameEquity·
SaaS bulls calling the bottom for the 5000th time just to watch the pump evaporate by noon.
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LongGameEquity
LongGameEquity@LongGameEquity·
Can anyone guess the stock? 👀
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Carson
Carson@CarsonTalkMoney·
After over 400 days of posting I’m officially monetized! I just wanted to come on here and thank you guys for all the support! It has been a great honor to post content here on X When I first started out, I didn’t know what to expect, but had been an amazing journey! Fin X is great (mostly) you can actually learn a lot about stocks from listening to what others have to say I also want to shout out some amazing people who have made this journey even better: @bigbobinvests @Ashton_1nvests @YodaStockInvest @antibearthesis @elneneloco813 You’ve all been incredible to connect with, the conversations, the insights, and the laughs along the way have meant more than you know. This community is something special !!! Have a blessed night everyone! 🙏
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🌿 lithos
🌿 lithos@lithos_graphein·
Semi: 108 new fabs coming online by 2028—but 30 more needed to meet demand. Asks Congress to extend the Advanced Manufacturing Investment Credit (AMIC) to keep momentum going.
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