Shopify. Every tracked FinTwit mention of $SHOP, newest first. 121 mentions since the first on Aug 6, 2025. See the price chart.
July 2026 · 4 mentions
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 10
KaizenInvestor — Let me dive a bit deeper in what I think is the difference in business model between $NBIS and $IREN.
I've seen a couple of panels, quick fire chats, and keynotes from both compa…↗
Jul 10
Alphatica — Stifel just upgraded both Shopify and Twilio to buy. Targets raised to $150 and $260.
The timing is worth noting. Last night we noted that KeyBanc downgraded Salesforce citing wea…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
June 2026 · 16 mentions
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 27
The Future Investors — $SHOP $TRST Trustpilot has partnered with Shopify, allowing merchants to seamlessly display and manage Trustpilot reviews directly within their Shopify stores ⭐🛍️
https://t.co/zcl…↗
Jun 24
Alphatica — 🚨🚨UNUSUAL DARK POOL PRINT ALERT:
│ 13:10:26 SHOP BUY $190,013,250 NASDAQ Carte │
$SHOP $SPY $QQQ https://t.co/aeq66jtZSH↗
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 29
InvestmentGuru — SaaS is back in full send mode yesterday.
→ $SNOW +38.80% — that’s not a typo
→ $RDDT +7.35%
→ $SHOP +7.80%
→ $NOW +7.68%
→ $PLTR +7.95%
→ $ZETA +4.37%
→ $DDOG +2.96%
→ $IGV +3.0…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
The Future Investors — Meta is turning Facebook and Instagram into shopping platforms 👤🤖
AI adds one-tap checkout and keeps users inside the app.
Powered by affiliate partnerships with Amazon, Mercad…↗
Mar 24
Shay Boloor — $SHOP says that starting this week, millions of merchants can sell directly to ChatGPT users through agentic storefronts.
The rollout opens a new distribution channel that brings…↗
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Jerry Capital — $SHOP is a payments company and that's the bull case -90 incoming https://t.co/GohzLPSxZk↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…
January 2026 · 18 mentions
Jan 30
InvestmentGuru — $AAPL, $GOOG , $MSFT, $META, and $SHOP could bounce strongly if the broader market recovers .↗
Jan 27
George Noble — No I remain short $BETR. The stock has declined 27% since I declared the short in December. I tried to warn folks, but the bagholders did not listen. The $SHOP of mortgages? I thi…↗
Jan 25
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER-LED COMPANIES TODAY
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD | CrowdStri…↗
Jan 17
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…
December 2025 · 16 mentions
Dec 30
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
The Future Investors — $SHOP Shopify crushed Black Friday 🔥
• $6.2B in global sales
• +25% YoY (22% CC)
• Peak of $5.1M per minute
• Avg. cart: $117.93
• Top categories: Cosmetics, Clothing, Activewear…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 4
The Future Investors — 𝗦𝗵𝗼𝗽𝗶𝗳𝘆 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SHOP
EPS: $0.34 vs $0.34 est. ✅
Revenue: $2.84B vs $2.76B est. ✅
GMV: $92.01B vs $88.87B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟰 𝟮𝟬𝟮𝟱
Revenue…↗
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
August 2025 · 1 mention
Aug 6
Puru Saxena — No position in $SHOP, but +31% YoY revenue growth for such a large business is impressive!
More importantly, it underscores how enormous the e-commerce and online payments markets…↗
amit — Bought $PLTR $AMZN $AVGO $SHOP
$PLTR — $119.50
$AMZN — $234.68
$AVGO — $394.60
$SHOP — $107.79
$AVGO is the only new position as it’s taken a nice tumble after earnings on a lack…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
Jun 15
amit — @GrowWithVince Yes $SHOP is a buy in my opinion and you can sleep well at night after buying
Bought a few weeks ago↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Shay Boloor — $META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product.
Meta is also rolling out an enterprise platform with…↗
Jun 3
The Future Investors — $SHOP Shopify expanded its share buyback program by $3B, bringing the total authorization to $5B. The company has already repurchased $1.45B of stock 💰🔁 https://t.co/wGwlPKOMBS↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
amit — $SHOP
SHOPIFY: ANNOUNCES $3B INCREASE TO SHARE BUYBACK PROGRAM, TOTAL AUTHORIZATION IS NOW $5B
tobi thinks the stock is cheap↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
— so is software back or is the market just playing with our emotions again
$PLTR +5.2%
$SHOP +4.7%
$RDDT +5.1%
$NOW +6.5%
$FIG +7.2%
can we finally stop this nonsense about AI…
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
Jeff York, PPT — $SHOP in 2026, the yearly S1 #pivotpoint was strong support and the yearly #pivotpoint (YP) is strong resistance. 🎯
The BIGGEST reversals happen at the yearly #pivotpoints! ⏫⏬
1…↗
May 27
amit — @SayNoToTrading Okay I said I bought at $103.85 in the initial post so I OBVIOUSLY cannot compete with the low cost basis optimizer who bought years ago, ironically in 2019 when yo…↗
May 27
amit — Reddit partners with Shopify today 😂
Good deal for both of them!
$RDDT +7% $SHOP +4% https://t.co/khqLGZQfTP↗
May 26
amit — @NoamSmall $RDDT on valuation right now but $SHOP is the safer bet given the maturity of the business
I do think $RDDT can do better short term given how much smaller it is↗
May 26
amit — // $SHOP thesis:
- Shopify just grew revenue 34% YoY to about $3.17B, which is extremely strong for a company already operating at this scale. Second Q in a row of acceleration an…↗
May 26
amit — I bought $RDDT and $SHOP.
Reddit has been a name that’s always been on my watchlist, first real deep dive I did was at $230 and I stayed away because of valuation.
I think valuat…↗
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 15
The Future Investors — $SHOP Thrive Capital invested $100M in Shopify, betting that AI could further accelerate e-commerce growth 🤖📈
The news pushed Shopify shares up +2%, while marking a rare public-…↗
May 14
Shay Boloor — Joshua Kushner’s firm Thrive Capital just made a new $100M investment in $SHOP.
Always interesting when the president’s son-in-law’s brother decides to write a nine-figure check.…↗
May 13
Jerry Capital — $SHOP "currently has a similar topline growth profile as Meta and yet, it is currently trading at ~24x LTM Gross Profit multiple whereas Meta trades at 8.7x LTM Gross Profit multip…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Chris Ray — This is kind of insane…
Defense stocks like $AVAV and $KTOS are down YTD almost as much as SaaS stocks like $NOW, $CRM, and $SHOP.
They’re actually down WAY more than these SaaS…↗
May 12
Shay Boloor — $MELI isn't a mature retailer trying to squeeze another 50 bps of margin out of a saturated market but is still building the $AMZN + $SHOP + $PYPL layer for LatAm while opportunity…↗
Jerry Capital — Amazing charts on $SHOP from MBI
What a monster growth story. https://t.co/Z9cw34il76↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 6
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…↗
amit — @ErikPBrown1 honestly has nothing to do with the market
software down, all software stocks getting hit
even $shop after amazing numbers
all the liquidity is going to ai infra↗
May 5
The Future Investors — 𝗦𝗵𝗼𝗽𝗶𝗳𝘆 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SHOP
EPS: $0.36 vs $0.33 est. ✅
Revenue: $3.17B vs $3.09B est. ✅
GMV: $100.7B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: High 20's% vs 2…↗
May 5
Shay Boloor — $SHOP Q1 EARNINGS
• Revenue $3.17B vs Est. $3.09B
• EPS $0.36 vs. Est. $0.33
• FCF $476M vs. Est. $443M
• GMV $100.7B vs Est. $98.8B
Q2 Guidance
• Revenue +28% vs Est. +27%
• Op…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Tradable Astronaut — Crash risk on high beta names yesterday jumped 20% ahead of today’s drawdown
Would’ve saved you
$ASTS l $RKLB l $TEM l $RDDT l $SHOP https://t.co/Lxwj4QKQ3y↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Jerry Capital — @pekwat payments trade a 5x earnings after SBC
software trades at 2x sales
$SHOP has 99% downside to that↗
Feb 12
amit — @OrionCasts For now its a hold…the entire market has shifted, even $shop or $app could not catch a bid today on great earnings
Opportunity cost is real but if you take the money a…↗
Feb 11
amit — the $SHOP reversal was one of the nastiest earnings moves we’ve seen today
$145 in the premarket down to $110 during the open
the street not letting $SHOP run after an incredible…↗
TheValueist — $SHOP KEY READ-THROUGHS FROM SHOPIFY INC Q4 2025 EARNINGS CALL (02/11/26)
The call combined a strong Q4 print with a materially more aggressive strategic posture around AI-mediate…↗
Feb 11
Shay Boloor — $SHOP Q4 EARNINGS
• Revenue $3.67B vs Est. $3.59B
• EPS $0.57 vs. Est. $0.51
• FCF $715M vs. Est. $685M
• GMV $123.8B (+31% YoY)
Q1 Guidance
• Revenue +30-33% vs Est. +25% https…↗
Feb 11
The Future Investors — 𝗦𝗵𝗼𝗽𝗶𝗳𝘆 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SHOP
EPS: $0.57 vs $0.51 est. ✅
Revenue: $3.67B vs $3.59B est. ✅
GMV: $123.8B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝟮𝟬𝟮𝟲
Revenue: low thirties vs…↗
Feb 11
KaizenInvestor — $SHOP just jumped 9% after a massive Q4 revenue beat.
Shopify proved it has mastered the balance between rapid growth and consistent profit. Revenue surged 31% as the company cem…↗
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
The Future Investors — $SHOP $GOOGL Shopify launched agentic commerce with the Universal Commerce Protocol (UCP), an open standard built with Google.
It lets merchants sell and checkout directly inside…↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 11
Shay Boloor — This looks like $GOOGL positioning Gemini as the transaction layer of agentic commerce with $SHOP providing the rails that let millions of merchants be instantly purchasable by an…↗
Jan 11
Shay Boloor — This is a massive $GOOGL announcement when you really think about it because Gemini is starting to look like the checkout infrastructure of the AI economy.
Google is stitching tog…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
Jan 10
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 9
Trade Whisperer — 🟦 Over 260 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Jan 8
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 7
Antonio Costa — $PSQH The forward P/S ratio for PSQH (based on full-year 2026 revenue guidance) is currently approximately 1.7x–1.8x while its direct industry peers is well above.
$AMZN → ~3.6x f…↗
Jan 6
Trade Whisperer — 🟦 Over 260 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Trade Whisperer — 🟦 Over 520 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Jan 2
Trade Whisperer — 🟦 Over 750 charts were uploaded this weekend. It's tough but we want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial…↗
— Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6LmGxB…
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 24
Chris Ray — @darianevezhyna @Shopify These are the kinds of tweaks to the online shopping experience that consumers will love.
Good for $SHOP. Definitely innovative.↗
Dec 23
Trade Whisperer — 🟦Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 20
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 19
George Noble — @GhostOfNorm @ericjackson @APompliano Total clown show. $BRR goes up because grifter @ericjackson makes up a $12k price target and claims it will become the $SHOP of mortgage. That…↗
Dec 19
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Dec 18
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 17
Trade Whisperer — 🟦 Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Trade Whisperer — 🟦 Over 500 charts were uploaded over the weekend. Our monthly smart candles charts can simplify stage analysis for long-term investors.
Join our community on FREE trial: https://…↗
— Next week we’re picking up right where we left off — with another busy wave of earnings ahead 📊
Monday: $PLTR, $HIMS
Tuesday: $UBER, $SHOP, $ANET, $AXON, $AMD
Wednesday: $NVO, $H…