Moat Wise

stocks and investing

[Moat Wise @MoatWise]

The $META premium AI subscription angle is WILD.

Meta has 3.5B+ daily users across its family of apps.

If just 1% convert to a $19.99/month AI subscription…

That’s 35M+ subscribers.

35M x $19.99 x 12 = ~$8.5B in annual subscription revenue.

Meta’s current dividend burden annualizes around ~$5.4B.

So at ONLY 1% conversion, a premium AI tier could theoretically generate enough revenue to cover the ENTIRE dividend…

And still have billions left over...

[Moat Wise @MoatWise]

I am somehow up 27%+ on shift4!?
That was quick...

[Moat Wise @MoatWise]

Bullish signal $BABA

[Investing.com News @newsinvesting]

ARK Invest sells 176,000 Alibaba ADRs as BABA hits 16-month low $BABA https://t.co/CcQJHFxw4Q

[Moat Wise @MoatWise]

@AJButton2 I keep getting a mini heart attack whenever a black and white photo of this guy is posted.

[Moat Wise @MoatWise]

@EquityBrian @FiksiBerfakta 🤣

[Moat Wise @MoatWise]

Dreaming of the day when I can buy more $AMZN at $170 again...

felt like yesterday.

[Moat Wise @MoatWise]

$BABA has massively underperformed the S&P 500 $SPY for years, and anyone pretending this is an easy hold is fooling themselves.

But that’s also why I’m interested around ~$110.

[Moat Wise @MoatWise]

$BABA is a bet. I won’t pretend otherwise.

At ~$110 I think the risk/reward is interesting enough that I’m considering adding again for the first time in almost 2 years.

My last buy was late 2024 around $80. Watched it run to ~$190, now back near ~$110.

Not a clean thesis: China risk, weak FCF, AI capex, margin pressure, e-commerce competition.

But if Cloud/Qwen/AI becomes a real earnings driver, the market may still be underpricing that optionality.

Not my highest conviction idea, but potentially worth topping up the position.

[Moat Wise @MoatWise]

This is exactly what you want to see as a $SOFI shareholder. Anthony Noto keeps putting real money behind his conviction. Hard not to respect that.

[Shay Boloor @StockSavvyShay]

$SOFI CEO Anthony Noto just bought another ~$250K of stock at $18/share.

He has now purchased ~$2.3M worth of shares in 2026 across five separate buys.

[Moat Wise @MoatWise]

@investwithwes1 Looks good, how has the performance been? I own baba and know it’s been rough recently. I think better days are ahead.

[Moat Wise @MoatWise]

Shift4 Payments $FOUR traded down -4% today😂

[Moat Wise @MoatWise]

@herkbath I’ve personally never really been a fan unfortunately, would much rather own $BIDU $TCEHY before it.

[Moat Wise @MoatWise]

Sentiment is so bad right now that the contrarian in me wants to buy more $BABA and $JD. Check out the comments on posts about China 🇨🇳 in the last few weeks.

[Damien (dm for Cracked Devs) @0xDamien]

$BABA capitulation?

[Moat Wise @MoatWise]

@IchibanFinance Congrats man, there should be a lot more gains to come!

[Moat Wise @MoatWise]

@VJNCapital 🤣

[Moat Wise @MoatWise]

@YodaStockInvest It’s always the same story, price dictates sentiment.

[Moat Wise @MoatWise]

@SamBruebaker 👀👀

[Moat Wise @MoatWise]

@Dividend_P That's the real test to your conviction and thesis, when it's moving slower than expected, awful sentiment, and another part of the market is printing money.

Peter Lynch had a great line:
“The typical big winner… generally takes three to ten years or more to play out.”

[Moat Wise @MoatWise]

@alecsime Absolute insanity this is.

[Moat Wise @MoatWise]

@DG_Invests @dsteinberg10000 @stevenfiorillo @amitisinvesting Very bullish management alignment, is @dsteinberg10000 buying shares?

[Moat Wise @MoatWise]

@Divy_strategist Interesting!

[Moat Wise @MoatWise]

@TSinvests

[Moat Wise @MoatWise]

I'd like to share my biggest blunder in the last 12 months, buying a tracker $INTC position at $19 and selling it at $25!