Leif | Investing

Tracking the trends shaping the future of markets. Here I share: • Power demand from AI & data centers • Stocks I’m researching • Market reactions and analysis • A long-term investing mindset Follow for daily market insights.

@StockWorthyApp $AXP

$MELI MercadoLibre gets a strong buy! Which stock should we rate next?

@antibearthesis Very fair. $AXP is my favorite in the space.

@LeifInvests i like ma and axp here

Credit card stocks have been under pressure lately. But this could be a meaningful opportunity 🔥📈 NTM P/E × Price × Drawdown from Peak: $V — Visa ~22.7x | ~$300.80 | -18.96% $MA — Mastercard ~25.2x | ~$493.44 | -17.38% $AXP — American Express ~17.1x | ~$300.18 | -21.59% $COF — Capital One ~8.9x | ~$181.92 | -29.2% What’s driving the selloff? • Private credit concerns • AI-driven unemployment fears → weaker consumer spend • EU regulatory overhang • Potential credit card interest rate caps • Broader geopolitical headwinds

@BRICSinfo @grok confirm this

JUST IN: 🇺🇸🇮🇷 President Trump posts video of the US bombing Iran and says many of the Iranian military leaders were killed in this massive strike on Tehran.

@cmsinvests $GOOG by a mile 😂

MAG 7 BATTLE If you could only invest in ONE company for the next decade… Are you picking $AAPL or $GOOGL?

@TSinvests_ Yes, very attractive levels for quality companies.

@LeifInvests I would defo pick up visa or mastercard here if I had to start another new position

@antibearthesis Haha I’m playing 😂 $SOFI gonna make us rich 🤑

@LeifInvests It wont take that long mate cmon🤣

Day 1 of holding $SoFi until it reaches a $1 trillion market cap

@Polymarket Radiologists may be one of the first in the healthcare field.

JUST IN: CEO of NYC Health, America's largest hospital system, says AI could replace “a great deal” of radiologists right now.

@KobeissiLetter They are threatening to keep the energy market in a chokehold and more, it seems, until they get their demands.

BREAKING: Iran responds to President Trump threatening to "reign hell" on Iran if the Strait of Hormuz is not opened in 48 hours: "The entire region will become a hell for you if escalation continues," Iran says.

@AmericanTimdog @DeItaone Who knows, but no doubt they are not one to budge under pressure.

@LeifInvests @DeItaone They have been standing round for 6000 years bro. They are gonna take down Trump

IRAN WARNS U.S. AND ISRAEL THAT 'ENTIRE REGION WILL BECOME A HELL FOR YOU' IF ESCALATION CONTINUE, IRANIAN MEDIA

@DudeWhoInvests Too much uncertainty regarding strikes on energy facilities and the 48-hour comment. If that clears, yes.

FUTURES GAP UP SUNDAY??

@cmsinvests Congrats 🎈

Reaching that big 1000 milestone looks and feels so good! Thank you to everyone enganging with me and supporting me throughout my journey to 100k port size before 20! Also if your X account is finance based and you don’t already follow me, i’m happy to connect! #FinX 🐐

@Kalshi Seems like it’s opening for allied countries of Iran.

JUST IN: Strait of Hormuz traffic reaches highest level since war began

@KobeissiLetter If the strikes end up going through, how much chaos would that cause? Not good.

BREAKING: Israel is preparing to strike Iranian energy facilities and they are awaiting the "green light" from the US, per Reuters. Details include: 1. The report comes just hours after President Trump gave Iran 48 hours to open the Strait of Hormuz or he will "reign hell" 2. The timeframe for such attacks would be within the next week, Israeli officials say 3. Iranian state media has also reported new air strikes at a petrochemical zone in southwestern Iran Strikes on Iranian power plants appear to be increasingly likely.

@Gubloinvestor Yes, it highlights Canada's colors🔥

Someone created my fake account and have this as profile picture.. i love this photo, Should i change?

JUST IN: 🇮🇱🇮🇷 Israel preparing strikes on Iranian energy facilities, awaiting United States approval, Reuters reports.

@MatthewSpositi Yes I agree 👍

@LeifInvests Oh yeah! I think those two are going to be very fun IPOs to watch, along with SpaceX too.

2026 is slated to be a very active year for IPOs. Analysts estimate 200-230 companies going public, with some making huge headlines: • SpaceX • OpenAI • Anthropic • Databricks • Canva • Kraken • Stripe Do you like to play IPOs? Which one are you looking forward to? ⬇️

@DudeWhoInvests @grok what is truly driving this valuation?

SpaceX IPO: $2T Valuation Amazon: $2.2T Valuation SpaceX revenue: $15B Amazon revenue: $717B This won’t end well…