Who mentions $XYZ most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $XYZ most — 6 mentions in the past 12 months.

When was $XYZ first mentioned on Surfaced?

The earliest tracked mention of $XYZ in the Surfaced archive was on Dec 16, 2025.

How many voices track $XYZ?

20 FinTwit voices have mentioned $XYZ 36 times in the past 12 months.

What kind of voices mention $XYZ most?

$XYZ is mentioned most by Long Research voices on Surfaced.

$XYZ — FinTwit mentions on Surfaced

Recent mentions

36 mentions

@acinvestorblogJun 27, 2026 · 4:59 PM

$XYZ Nice volume on the breakout https://t.co/jquG4hxOhW

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@saxena_puruJun 24, 2026 · 4:44 PM

"Buy & Hold" for the long haul? Think again! Drawdowns of some "high quality" stocks. Stage analysis allows you to ride the uptrend and sell before disaster strikes. $LULU $PYPL $ADBE $XYZ $CRM $NKE $TTD $SNAP https://t.co/WuNLogboYt

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@tradableastroJun 8, 2026 · 12:02 AM

@SixSigmaCapital @nachunja Didn’t he blow up on $XYZ last year?

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@rubicon59Jun 7, 2026 · 7:48 PM

$APP stock has beaten $XYZ by a wide margin since.

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@ftr_investorsJun 4, 2026 · 4:38 PM

$XYZ Block's Cash App launched a $25 NFC-powered payment wand that lets users make tap-to-pay purchases with a wave of a magic wand 🪄 The wand links to a Cash App Card and supports Visa tap-to-pay terminals 💳 https://t.co/J1LyKe1dVA

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@itscblastMay 31, 2026 · 3:55 PM

Weekly Watchlist Swing Edition 📝 🔳 $XYZ 95c 💾 $CRWV 135c 📱 $TTD 28c ☢️ $OKLO 95c 🟦 Entry ⬜ Target 06/18 Contracts | Trailing Stop > 35% https://t.co/pjniyezcfv

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@stocksavvyshayMay 9, 2026 · 2:11 PM

MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW 1. $MELI | MercadoLibre MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market. I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S. 2. $SOFI | SoFi SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding. My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members. 3. $META | Meta Platforms Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up. I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable. The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.

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@stocksavvyshayMay 5, 2026 · 5:07 PM

@JRupena So many layoffs in fintech this year between $XYZ and $COIN

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@amitisinvestingApr 23, 2026 · 6:12 PM

@crxsto4 Yeah $XYZ began to set the tone this year $AMZN cutting 30K jobs late last year also was a sign of this happening more

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@ftr_investorsApr 22, 2026 · 5:59 PM

$UBER $XYZ Uber and Block expanded their partnership: Square will integrate with Uber Eats globally, and Cash App Pay is now being added as a payment option on Uber and Uber Eats in the U.S 🍱 💳 https://t.co/xNoYlYW53b

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@kaizen_investorMar 14, 2026 · 9:23 PM

Big companies are announcing huge layoffs. $AMZN to cut 30,000 jobs, $META potentially 15,000 jobs. $ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well. It’s not that those companies are doing badly financially, they report record earnings with growing margins. They all expect a lot from AI. What we saw from perplexity yesterday is a first glimpse of what AI will be able to do in the near future. With jobs being cut, more and more money will flow towards R&D and more importantly the CapEx. Everyone is investing in AI and those numbers will only increase. We are still in the early stages of AI and the supply chain is still evolving. There are some major bottlenecks forming that are slowing down the progress of AI. The most profitable companies are spending billions to make sure they can control these bottlenecks. This creates possibilities for investors. The major bottlenecks at the moment: - Memory and HBM: SK Hynix, Samsung Electronics, $MU - Packaging and OSAT: ASE Technology, $AMKR, JCET Group - Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn - Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET - Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE - Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $NBIS, $CIFR No financial advice

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@investmentguru_Mar 5, 2026 · 11:36 AM

Nobody talks about the boring stuff that makes everything work. Here’s where I’d put $10K today across the next decade. THE BRAIN → $NVDA $AVGO $AMD THE PLATFORMS → $AMZN $GOOG $META THE MEMORY → $MU $WDC $SNDK THE BUILDINGS → $IREN $CIFR $NBIS THE POWER → $CEG $NEE $VRT THE GRID → $GEV $ETN $HUBB THE HANDS → $TSLA $SYM $PATH THE SHIELD → $AVAV $KTOS $ONDS THE FRONTIER → $RKLB $ASTS $RDW THE MATERIALS → $MP $UUUU $UAMY $CRML THE FUEL → $CCJ $SMR $BWXT $OKLO THE MONEY → $COIN $HOOD $XYZ Most people invest in apps. Smart money invests in the pipes. Not financial advice.

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@tradableastroMar 4, 2026 · 2:01 PM

Top 10 accelerating for this morning📈 A couple gems in there👀 $WEX $EVTC $SEZL $CHRW $PTC $GCT $XYZ $SATS $DINO $AON https://t.co/szumNmmKHb

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@acinvestorblogFeb 28, 2026 · 2:45 AM

$XYZ some sarcasm before the weekend: The company cares so much about its future that it sacrificed a few dozen salaries to buy the dip 🤔 Efficiency at its finest 🤣 https://t.co/3CwWu1TjLx

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@daniel_kossFeb 27, 2026 · 5:00 PM

Every investor needs to think about this right now. $XYZ cuts 40% of jobs and the stock is up 25%. Massive implications. This is one of the most aggressive AI-related layoff announcements we’ve seen so far. Investors love it. Every public company on the planet is currently thinking about AI, layoffs, and how the market will react. Now they have an answer: the market doesn’t just like it, it loves it (+25%). My guess: this is the start of a wave of mass layoffs. Companies will stop sugarcoating it or hiding it. They’ll directly cite AI and efficiency as the reason. There are many obvious and non-obvious implications for investors in 2026: 1. Which companies benefit most from replacing low-ROI employees with AI? Businesses with thin profit margins because salaries consume most of the profits could benefit massively, assuming they can maintain their moat. In some cases, profits could multiply. 2. What will laid-off workers do? Will we see a COVID-like surge in certain areas of consumption? Or will many of these workers quickly move into other jobs where the ROI on human labor is still higher? 3. Will this lead to an explosion in one-person businesses and self-employment? If yes, competition could rise sharply and force more specialization than ever before. 4. Is this net positive or net negative for the economy? It’s not obvious. The mass-unemployment bear case is easy to pitch, but there’s another possibility: many corporate employees are stuck in low-productivity, bureaucratic roles. It’s possible this shift could eventually lead to an economic boom. More businesses. More specialization. More diversity. More products. And people becoming multiples more productive because AI enables them to move faster. I’m not saying that’s definitely what happens, but some version of it absolutely could. 5. I’ll stop here. It’s impossible to go through all the implications because this will penetrate the entire economy. Very little will stay the way we know it. Of course, there will be volatility, uncertainty, real-life problems, and a lot more bear porn along the way. But at least the future is exciting again. How society reacts, the laws we make, and the path we lead AI down will matter for all of us. Some of you may think this is inappropriate, but I have to be honest: I’m insanely excited about the future.

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@aleabitoredditFeb 27, 2026 · 2:40 PM

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, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, -60.92% YTD): 6/10 $PINS ($17.5, -34% YTD): 8/10 $U ($18.83, -59.3% YTD): 8/10 $FIG ($28.93, -23.65% YTD): 7/10 Reddit - 10/10: You can vibe code Reddit in a day with Opus. But the main thing is "Network Effect" that you can't replicate. You can ask ChatGPT or Gemini a question, but main thing is the type league of legends post-match discussions or human discourse that people use reddit for. Netflix - 9/10: You go to Netflix for squid games and others. I'm sure AI will help with generation of new viral movies or TV shows, but you will still use Netflix or Youtube to watch it. People are still going to watch licensed Anime like Solo Leveling or the newest Alice in Borderlands show over AI generated contnet. Cloudflare 10/10: I don't see how AI would disrupt Cloudflare. Spotify - 9/10: Biggest disruption is Apple Music just not charging for services (which likely won't happen). There's AI generating music but like Youtube, you use Spotify to listen to it. You can try and vibe code Spotify sure, but a large part of it is licenses. AI generated music will not go out and replace Martin Garrix EDM soundtracks (where a large part of it is knowing the song -> going to music festivals in person) or Taylor Swift Love Story type songs (where you also go in person to see concerts). Snapchat - 10/10: Same with network effect only reason it works is because everyone agrees to use it. Their issue is with monetization and excessive stock based compensation, not AI disruption. Duolingo - 6/10: I made fun of Duolingo for the longest time, but it's decent valuation again after the selloff to $86. Yes you can learn languages through Gemini, which I do myself. But most people are still going use Duolingo as more of a motivational tool. There's name recognition too + convenience, which is the biggest factor. People can vibe code their own Duolingo but that doesn't mean people will use it on the app store or go out and code it themselves. Pinterest - 8/10 - It's human related taste. People are fearing agentic commerce and generative AI (Midjourney, DALL-E) will disrupt this type of search, which people don't really use Pinterest for. Unity - 8/10: Everyone uses Unity for 4D AI and World Models. People fear stuff regarding generative gaming, but it's still widely used. Their main issue is monetization from AI usage, not disruption. Figma - 7/10: AI is right now is mainly for porting your figma files over to html/css/js. Not exactly for disrupting the need for the software. Maybe it's just me but there's a certain human element to design and creativity that AI can't emulate yet for wireframing (it's good at copying and doing something relatively new). I highly doubt AI can one-shot Tempo or $XYZ websites. For others like $V and Mastercard, I do genuinely believe interchange and % based fees maybe end as AI handles direct payment routing through $CRCL stablecoins. And for others like $CHGG, they have legitimately been disrupted out of existence already. For the rest like $RDDT and $NFLX, everyone will still go there for discussions or to watch Squid Games, and AI has no material disruptive effect. Going to be hard to time the bottom as fear has overtaken the market with software, but many, such as Reddit present a great opportunity.

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@investmentguru_Feb 27, 2026 · 2:05 PM

$XYZ up 17% Premarket AI Job Apocalypse? Block Inc. just announced a 40% workforce reduction to embrace an “AI-native future.” CEO Jack Dorsey emphasizes that the company is strong and profitable—this is about reimagining work with AI, not financial distress. AI is reshaping how companies operate—mass layoffs might happen in pockets, but history shows tech waves create new opportunities even as some roles vanish. Block shares surged 17% on the announcement.

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@blackpanthercapFeb 27, 2026 · 9:16 AM

Jack Dorsey just fired half his company. and the stock went up 23% after hours. let that sink in. @blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people. Nearly HALF the workforce. Gone. here's Jack's statement and it doesn't fuck around: "The intelligence tools we're creating, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company." He considered doing it gradually over months. Then chose to rip the bandaid: "Repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers place in our ability to lead." This is NOT a distressed company. Block just posted $10B+ in gross profit in 2025. Up 17% YoY. They're cutting from a position of STRENGTH. the part everyone's going to miss: The market rewarded this instantly. +23% after hours. That's the signal. We are entering an era where the most valuable thing a company can say is: "We need fewer humans to do more work." And Wall Street is going to keep rewarding that statement every single time. Think about what this means at scale: $AMZN: 16,000 cut in January — AI restructuring $XYZ: 4,000 cut in February — AI restructuring $IBM: stock down 27% because Claude replaces what their consultants do $CRWD, $ZS: down 10%+ because Claude does security scans This isn't a recession. There's no macro crisis. This is a structural, permanent reallocation of labor happening in real time. The companies that move fast and go "AI-native" are getting re-rated higher. The ones that don't are getting IBM'd. Jack Dorsey understood it. He chose the hard, clear action. the future is smaller teams. bigger output. higher margins. the market is telling you exactly where this ends up. fucking wild time to be alive. -BP Note. Not financial advice.

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@midascabalFeb 27, 2026 · 6:05 AM

$XYZ employee that is now unemployed speaks up.

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@yasutaketinFeb 27, 2026 · 5:13 AM

" $XYZ Blockは本日、従業員の40%を削減しました。長年苦戦していた同社の株価は、時間外取引で20%上昇しています。同社に1万人もの従業員は不要だったという議論もできますが、今回のレイオフの背景には、AIによる生産性や効率の向上に関する何らかの判断があったのでしょう。人々が職を失うのを見たい人はいませんが、人員削減によって株主還元が実現できると気づく肥大化した企業は数多く存在するはずです。その余剰資金は今、どこへ向かうのでしょうか？おそらく、Blockが従業員の40%を削減することを可能にする演算リソースを供給している $NVDA のような企業でしょう。これが労働市場にとって非常に悪いことの始まりなのかは分かりませんが（私はAIによる広範な雇用創出についてはより楽観的です）、代替を担う企業の株式を保有することが重要であることは間違いありません。繰り返しますが、今日の値下がりの後、市場は $NVDA の将来の成長を18倍（PER）で織り込んでいます。資本の割り当てが演算リソースにシフトするのであれば、割安に感じられます。もう一つの疑問は…これほど大きな割合の従業員を解雇し、より重くAIに傾倒する次の企業はどこか、ということです。"

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@yasutaketinFeb 27, 2026 · 4:30 AM

ジャック・ドーシー $XYZ "本日、@blocksを縮小します。以下は社員への通知です。・全従業員の約半数にあたる4,000人以上を削減し、1万人超の組織から6,000人弱へと規模を縮小することを決定した。・対象者には20週間分（＋勤続1年につき1週間分）の給与、5月末までの株式権利確定、6ヶ月間の医療保険、使用デバイスの譲渡、および5,000ドルの移行支援金が提供される。・今回の人員削減は業績不振によるものではなく、AIツールの活用と組織のフラット化により、会社運営のあり方が根本的に変化したことに対応するためのものである。・徐々に削減を繰り返すよりも、士気や信頼への悪影響を避けるために、一度で断行し明確な方針を示す道を選んだ。・規模の縮小により、市場の圧力に反応するのではなく、自らの条件で正しくビジネスを成長させる余地が生まれると考えている。・事業継続に必要な役割を慎重に検討したが、判断に誤りがあった場合に備えて柔軟に対応できる体制も整えている。・解散を急がず、木曜の夜まで連絡手段を開放し、お別れの挨拶ができる時間を設けるとともに、CEOによるライブビデオセッションを実施する。・離職する社員に対しては、これまでの多大な貢献に感謝を述べるとともに、今回の決定は個人の実績を反映したものではないことを強調した。・残留する社員に対しては、AIを中核に据えた新しい働き方と、顧客が自ら機能を構築できるような未来のサービス形態を共に築くことを求めている。"

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@dustinhuntwnFeb 27, 2026 · 2:14 AM

$XYZ imagine being one of employees fired here and seeing stock jump 20% on that news

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@amitisinvestingFeb 27, 2026 · 12:48 AM

$XYZ Block cut 40% of their workforce today. The stock, which has struggled for years, is up 20% after hours. While one can argue that the company never needed 10,000 employees, there is probably something around increased productivity/efficiency due to AI that went into the thinking around the layoffs. No one wants to see people lose jobs, but there are plenty of bloated companies that may realize shareholder return can happen with downsizing. Where does that excess capital now go? Probably to companies like $NVDA that will be supplying the compute which allows Block to cut 40% of their workforce. No idea if this is the beginning of something really bad for the labor market (I am more optimistic on broader job growth with AI) but it absolutely means owning a stake in the companies doing the replacement is important. Once again, the market is pricing that future growth for $NVDA at 18x after today’s fall. Feels cheap if the allocation of capital will shift to compute. M I guess the other question is…what’s the next company to layoff this large a % of their workforce and lean more heavily into AI?

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@midascabalFeb 27, 2026 · 12:37 AM

Jack Dorsey CEO of $XYZ replaces 40% of its workforce with AI agents.

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@midascabalFeb 27, 2026 · 12:35 AM

4,000 people woke up unemployed this morning. Jack Dorsey, CEO of $XYZ, fired them one by one throughout today. By market close, he was $2 billion richer. Nobody called it theft. They called it innovation. AI is here.

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@moninvestorFeb 26, 2026 · 10:50 PM

$XYZ +26%. Block is reducing its workforce from over 10,000 people to just under 6,000. More than 4,000 roles are being eliminated in a single move. What stands out is not just the scale, but the reasoning. In his X post, Jack made it clear the business is not in distress. Gross profit continues to grow, the customer base is expanding, and profitability is improving. This is not a reaction to collapse. It is a deliberate shift in how the company believes it needs to operate going forward. He pointed to the intelligence tools they are building and using, combined with smaller and flatter teams, fundamentally changing what it means to build and run a company. He did not explicitly frame it as “AI replacing jobs,” but the implication is difficult to ignore. If the same or greater output can be achieved with materially fewer people because technology increases leverage per employee, then the required organizational structure changes. For years, many people have predicted that advances in AI would reduce headcount across large companies. This is one of the clearest real-world examples of that thesis being acted upon at scale. A company that considers itself strong is choosing to cut nearly half its workforce because it believes the future operating model demands it. If you are one of the 6,000 staying, today may feel like stability. Realistically, though, no role is permanently insulated in an environment where technology is compounding this quickly. The question is no longer whether tasks can be automated or augmented. The question is how aggressively leadership teams choose to redesign around that capability. The second-order effect is just as important. Thousands of highly skilled, well-paid professionals are now entering a market where other firms are also flattening teams and tightening hiring. At the same time, more individuals are turning toward ownership, investing, and building independent sources of leverage. Retail participation in markets continues to expand because people intuitively understand that if employment becomes less secure, asset ownership becomes more critical.

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@midascabalFeb 26, 2026 · 10:42 PM

$XYZ Block announces 4000 layoffs today because of AI. $XYZ up 25%. What does this tell you? https://t.co/rSwgwlefwb

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@dillon_valdezFeb 26, 2026 · 10:41 PM

@wallstengine This market this year is so stupid. Elon walked into Twitter HQ and let go of 80% of the staff and the app got better over the next couple years $XYZ is just trimming down its 6 figure adult day care and blaming AI

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@stocksavvyshayFeb 26, 2026 · 10:35 PM

Jack Dorsey just laid out the playbook for next 3 years in commoditized industries $XYZ cut 40% of staff (~4K employees, ~$600M annual savings) & stock added ~$8B in market cap This is about to become the template across fintech, marketplaces & other support-heavy businesses https://t.co/JqmtOtof2Y

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@stocksavvyshayFeb 26, 2026 · 10:04 PM

Selling $MSFT because Jack Dorsey laid off 40% at $XYZ is nuts. Look at the actual fundamentals: • 900M MAUs using AI features • 150M monthly active Copilot users • Added a gigawatt of capacity in one quarter & still supply-constrained A 40% headcount cut at Block doesn’t change any of that.

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@ftr_investorsFeb 26, 2026 · 9:57 PM

$XYZ Block is cutting nearly 4,000 jobs, reducing its workforce from 10,000+ to under 6,000 ✂️ CEO Jack Dorsey said the business remains strong, but AI-driven tools and smaller, flatter teams are changing how the company operates. Good decision… or too aggressive? 🤔 https://t.co/wHQ7bZt0Rg

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@stocksavvyshayFeb 26, 2026 · 9:50 PM

@VanquishTrader Brutal for the 4K employees laid off but companies like $XYZ will continue using AI to increase productivity and reduce overhead.

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@ragingventuresFeb 26, 2026 · 9:46 PM

Maybe this is off due to $XYZ layoff news…

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@stocksavvyshayFeb 20, 2026 · 2:53 PM

THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $HIMS, $WGS, $BWXT, $KTOS • Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS • Wednesday | $NVDA, $SNOW, $CRM, $IONQ, $NU, $TTD, $JOBY, $RDW, $PSTG, $ENVX, $CRCL, $ZM • Thursday | $RKLB, $EOSE, $CRWV, $DUOL $CELH, $QBTS, $ZS, $UUUU, $CPNG, $ESTC, $FOUR, $XYZ, $MP

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@penny_etherFeb 19, 2026 · 6:11 PM

@matthew_sigel Could be good news for $XYZ and $FOUR

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@amitisinvestingDec 16, 2025 · 1:20 AM

$ARKK Cathie Wood buy/sells today: Bought: $BMNR — 550,404 shares $COIN — 64,946 shares $CRWW — 136,670 shares $CRCL — 143,579 shares $XYZ — 92,845 shares Sold: $TSLA — 124,867 shares $SOFI — 42,465 shares $SHOP — 27,571 shares

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