LongGameEquity

I’m buying $CRM $ADBE $ZETA $NOW. These are category leaders in mission-critical software with real cash flow, pricing power, and AI leverage built into their platforms. The market’s pricing short-term noise while ignoring long-term operating leverage and margin expansion. Downside? Temporary multiple compression. Upside? Multi-year compounding from AI monetization + enterprise spend reacceleration. That’s asymmetric. The reward FAR outweighs the risk.

@WillBiddy_ @CarsonTalkMoney Other banks would go bankrupt if they tried. They have too much cost with physical location to match their saving and checking account apy

All it takes is another bank to offer the same services with a fractionally lower rate or a transfer bonus etc for customers to switch. In a digital world where moving things around is insanely fast I don’t see this being that sticky. A moat is something no one can easily replicate and I’d argue a lot of other banks can offer their exact same products down the road. 🤷‍♂️

This a great question... Does $SOFI have a moat? I would 100% argue yes — and it comes down to how sticky their products are For example: Once a user sets up direct deposit and begins using $SOFI more and more for daily life, why would they switch? If you have - Loans - Credit Cards - Stock + crypto investing - Banking - Credit score monitoring + much more All inside Sofi, why would you want to move everything off of them? Everything is super easy and you honestly could do everything on Sofi you want... Once you in the ecosystem your not leaving and with them growing 1 million users last quarter, I'm as bullish as ever That's why I continue to buy $SOFI

@Mr_Derivatives The e-commerce space is so competitive over there agreed

Why I like $BABA into March for a 10% tradeable bounce at least from a TA pov: -Daily RSI officially hit oversold levels of sub 30 today. Lowest since the April 2025 crash lows. -Candlestick is almost completely outside the lower Bollinger Band. Oversold. -Just hit a fresh 6 month low and sitting almost at the 61.8% Fib retracement level if measured from the Aug 2025 breakout lows. -Sitting right at 200dma currently. A little bit undercut, but not always perfect. The last time it did that was July 2025 where it took a couple days to recapture it and bounced nicely. -The weekly candlestick is sitting right at the former resistance/support area shown as the blue box. -Also price is sitting right on that orange trendline ish. -Name is down 5 weeks in a row. Has never gone down 6 weeks in a row ever in their history! -The last time I said to buy BABA it went from $150 to $181 in a month or so. Look, I always said China is NOT investable. But it is completely tradeable with these wild swings. It's time for yet another bounce. -Heis

@NotA_Bull Salary first because portfolio can tank

Rank these in order of importance for 2026… 1) High Salary 2) Zero Debt 3) Large Stock Portfolio

@NotA_Bull Bought some $META

Did you buy the dip today?

@particular_flow Solid split!

$HOOD Strategies. Initial Deposit $500, with weekly $100 buys. Highest risk portfolio, follow along for updates, below are the holdings broken down

Oh cool you can buy $BABA at ~15x FWD P/E with cloud accelerating to 36% growth and management targeting $100B in annual cloud and AI revenue. coughlincap.com/p/update-aliba…

@zerocooltrader At least $250 maybe 280

@LongGameEquity Amazon just $250? I was hoping for more.

$AMZN is a $250 stock and $META is easily $800+ if capex was even moderately lower. Now they’re forced to prove it: • $AMZN → ~30% cloud growth • $META → 30%+ revenue growth Otherwise? Market keeps punishing until capex comes down. Agree or not?

@EthanLevins2 @grok is this true?

10 minutes after he said this, Iran hit an F-35 for the first time in History with anti-air defenses.

@ConvexDispatch They are basically going all in on ai because e-commerce is so insanely competitive in china

@LongGameEquity Tiny cloud should become meningful with management reorganization of the AI unit.

Missed $GOOG at $180 in 2025? Same FUD. Same "dying business" narrative. Same hidden AI infrastructure story. I think $BABA at $125 is the same setup. Here's what the market is missing: → $30B+ of hidden value in AI stakes (Moonshot AI ~30-36%, MiniMax ~14%) → Cloud growing 36% YoY with triple-digit AI revenue → T-Head IPO could unlock $50B+ (the "Waymo moment") → Trading at 18x earnings while MAG7 trades 25-30x The market sees a Chinese retailer. I see an AI infrastructure company with a venture portfolio carried at zero. I wrote a deep dive on why this could be a 2x+ opportunity from here: Disclosure: Long $BABA. One of my largest positions. Added more today!

@NotA_Bull Meta for sure

$MSFT one year ago $390/share. $MSFT today … $389/share. $META one year ago $585/share. $META today … $605/share. Which one are you buying?

@ConvexDispatch Their core business is eroding and their tiny cloud business is only growing 36% when you have azure and google growing 38-40%. Street is under reacting imo

@LongGameEquity I think you are overdramatizing. Typical EM cyclical weakness 😅

@CarsonTalkMoney Or the sewage idk what they are talking about

@CarsonTalkMoney Landlords don’t pay renters insurance this is bs 😂

This is why i’m leaning towards just stock and crypto investing I feel like the headache isn’t worth it in 2026 What do you guys think?

@RippleXrpie @grok is this true?

🚨NO FKN WAY, CHINA HAS THE EPSTEIN FILES!!?? 🤯 🇨🇳 Chinese lawyer - Victor Gao claims that China might now have access to the entire unredacted Epstein files. “Now it's the perfect time to fully reveal the details of Jeffrey Epstein’s activities and everyone who was involved with him.”

@antibearthesis Sleeping like a rock with this buy

@LongGameEquity Easy buy

$META just trimmed the fat and doubled down on efficiency. 🎯 They’re cutting the non-profitable segments and streamlining the workforce to focus on what actually scales. This is a massive play for long-term margins. 📈 The market is reacting, but the fundamentals are screaming. Time to load up! 💎🙌

@CarsonTalkMoney Good buy!! It’s a BUY BUY BUY BUY

Why is $META about to be below $600??? We are now sitting at a 20 FWD PE! Do you guys think $META is a below average company, this evaluation is silly IMO I went ahead and bought another 0.1 shares today :)

@Sam_Badawi @grok is this verified?

$META just REVERSED its decision to shut down Horizon Worlds, its metaverse VR platform, per CNBC. Umm…