Ben Pouladian — Tokens Eat Software.
Five internet CEOs flagged AI inference costs on Q1 calls. Same quarter. Unprompted.
$META: $33.4B in expenses, third-party cloud spend
$SHOP: scale efficien…↗
May 5
Leandro — Pinterest $PINS CEO on how they are insulated from AI disruption.
I agree that Pinterest is unique, but the slow execution is very surprising (especially considering the level of…↗
March 2026 · 7 mentions
Mar 31
Chris — 🎳 $PINS 19c 04/02 at 0.11
THIS CAN GO 500%↗
Mar 27
Serenity — Are we not using social media anymore?
$SNAP down -50.6% YTD
$RDDT down -44.6% YTD
$PINS down -32.2% YTD
$META down -26.35% 6M
Companies like Snapchat with excessive SBC makes se…↗
Mar 16
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 13
rubicon59 — $PINS looks cheap. Untill you see the SBC :-(
February 2026 · 9 mentions
Feb 27
Serenity — The "AI is Disrupting Software but Not Really" Bucket.
Here's my personal list of favorites:
$RDDT ($149, -37.47% YTD): 10/10
$NFLX ($84.61, -30.85% 6M): 9/10
$NET ($169.5, -13…↗
Feb 20
Chris — WHO BANKED ON $PINS 🎳 https://t.co/87EXT2xCAY↗
Feb 20
Chris — Sold $PINS at 0.27 for 350% ✅ https://t.co/FgthtYemFx↗
unusual_whales — Pinterest, $PINS, has said it plans to cut “less than 15%” of its workforce and reduce office space as it shifts resources toward investing in artificial intelligence↗
Jan 27
Shay Boloor — @PolymarketMoney $PINS eventually going to get bought out↗
Jan 2
シバイヌおやびん（投資系VTuber） — " $PINS - OPENAI、2026年にピンタレストを買収する可能性 The Informationによると、OpenAIは2026年にピンタレストを買収すると予測されています。記者Ann Gehanは、OpenAIがピンタレストの画像データ、広告事業、商人との関係に興味を持つ可能性があると指摘しています。ピンタレストのデジタルスクラップブッキング機…↗
Jan 2
unusual_whales — BREAKING: OpenAI is predicted to buy Pinterest, $PINS, in 2026, per the Information
December 2025 · 3 mentions
Dec 31
Serenity — @AkbarInvests I love it when people share their high conviction. $PINS is interesting, I completely forgot that existed.
Definitely a good candidate, down -28% last 6 months.…↗
Dec 26
mon — @MakhmudovAkbar Really $PINS. I never see this ticker. 😅↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
May 4
unusual_whales — BREAKING: Duolingo, $DUO earnings:
- EPS: $0.89, est: $0.77
- Revenue: $291 million, est: $288 million
Pinterest, $PINS, earnings:
- EPS: $0.27, est: $0.22
- Revenue: $1 billion,…↗
Serenity — @theincomewheel Shares only. I was looking Elon's posts about X having record engagement back to back:
-> Venezuela: Record engagement
-> Iran: Even higher record engagement.
An…↗
Mar 9
Serenity — Reddit ( $RDDT ) in fact looks:
Exceptionally Bullish during War.
My thesis is that they will likely blow away next quarter earnings expectations.
Here's what the market miss…↗
Mar 3
Chris Ray — War in the Middle East, all major indices down 2-4%, stocks selling off across the board, $VIX spiking, uncertainty at ATHs…
Meanwhile, $PINS: https://t.co/j9fWXRc3Nk↗
Feb 13
Serenity — There are two companies that don’t care about market crashes.
$APP down 19.7%
$DNKG down 19.4%
$PINS down to 19.1%
$ASTS down 15.21%
$RDW down to 13.1%
$USAR down 12.4%
Silver d…↗
Feb 12
unusual_whales — $PINS earnings:
- EPS: $0.67, est: $0.67
- Revenue: $1.31 billion, est: $1.33 billion
$DKNG earnings:
- EPS: $0.36, est: $0.41
- Revenue: $1.98 billion, est: $1.98 billion↗
Feb 12
Shay Boloor — $PINS Q4 EARNINGS
• Revenue $1.32B vs. Est. $1.33B
• EPS $0.67 vs. Est. $0.69
• Global MAUs: 619M
Q1 Guidance
• Revenue $961M vs. Est. $980M
• EBITDA $176M vs. Est. $205M↗