Shopify. Every tracked FinTwit mention of $SHOP, newest first. 49 mentions since the first on Aug 6, 2025. See the price chart.
June 2026 · 6 mentions
Jun 3
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…↗
May 2026 · 25 mentions
May 31
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,…↗
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…↗
February 2026 · 7 mentions
Feb 18
Jerry Capital — $SHOP is a payments company and that's the bull case -90 incoming https://t.co/GohzLPSxZk↗
Feb 15
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…↗
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…↗
Feb 12
Jerry Capital — @pekwat payments trade a 5x earnings after SBC
software trades at 2x sales
$SHOP has 99% downside to that
January 2026 · 2 mentions
Jan 14
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 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…↗
December 2025 · 2 mentions
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%…↗
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…↗
— 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 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…↗
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 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…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
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 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
— 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…