SouthernValue ✓

@SouthernValue95 · Boston, MA · joined 22 Jun 2019

Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger

38 686Followers

1 805Following

7 660Posts total

1.9MViews on collected posts

Against accounts of the same size

17 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views13 714this account2 578median for 10K–100K

Reach, %35.45%this account7.77%median for 10K–100K

Engagement, %0.26%this account1.47%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	13 714	2 578	5.32×
Reach (views ÷ followers)	35.45%	7.77%	4.56×
Engagement rate	0.26%	1.47%	0.17×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

4.3K30 Jul

2.2K

2.7K

33031 Jul

1.4M1 Aug

21.5K

12.9K

3.8K

39K2 Sep

10.7K

52.4K3 Sep

33.5K

21.6K

13.7K4 Sep

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.47%30 Jul

0.82%

0.26%

0.91%31 Jul

0.11%1 Aug

0.09%

0.11%

0.16%

2.04%2 Sep

0.23%

0.22%3 Sep

0.23%

0.50%

0.71%4 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.47%.

What the audience does

Likes60.5%3 304 in total

Reposts3.4%186 in total

Replies2.5%138 in total

Quotes0.7%40 in total

Bookmarks32.8%1 794 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Astra will probably sell some serious tokens - better than fable without the data retention policy. Given $MSFT license to use OpenAI models for free, and vertically integrated infrastructure, Astra tokens on MSFT Foundry are likely one of the most profitable AI revenue streams 13.7K views · 88 likes · 6 reposts · 2 replies 04 Sep 2026 Long post below... but the point is simply this: - We may be ramping chips faster than real world constraints on power/shells (@elonmusk also made this same point this week)... this could lead to alleviation in chip bottlenecks (i.e., memory) before industrial bottlenecks. - 21.6K views · 98 likes · 5 reposts · 5 replies 03 Sep 2026 $NVDA is guiding to >70% growth in FY27, $AVGO to 100% growth, both are supply constrained and say real demand is higher. $AVGO went a step beyond and guided to >100% growth again in FY28, with >20GW of XPU demand from just $GOOG $META Anthropic and OpenAI, plus two ot 33.5K views · 66 likes · 2 reposts · 8 replies 03 Sep 2026 Put together some longer-form thoughts on the AI Data Center Developers (aka Powered Shell Providers).. Key takeaways from Q2 earnings, what's driving recent weakness, and why I like the setup here with a number of catalysts that might reignite interest in these names. $APLD 52.4K views · 98 likes · 6 reposts · 8 replies 03 Sep 2026 🍉 10.7K views · 22 likes · 1 reposts · 2 replies 02 Sep 2026 @PavanBuilds like really good shit 39K views · 732 likes · 15 reposts · 38 replies 02 Sep 2026 @SouthernValue95 Hi Southern, I am mostly an ETF guy. Only two companies I consistently build positions in monthly are Google and Microsoft because I semi “understand” what they offer. Was tough hoarding it all year but happy we got some juice this week. Hoping it’s “safe” for th 3.8K views · 6 likes · 0 reposts · 0 replies 01 Aug 2026 @SouthernValue95 Some are concerned that the Azure revenue growth is associated mainly with Anthropic and OpenAI business and that comes down it will materially impact their earnings. If you strip those two out, some say the earnings increase was only 8% 12.9K views · 12 likes · 1 reposts · 1 replies 01 Aug 2026 @SouthernValue95 What do you think of $msft cyber security positioning ? Could be a huge opportunity for them , but not sure how well they're set up for it 21.5K views · 16 likes · 0 reposts · 3 replies 01 Aug 2026 $MSFT is still down on the year, and <20x my estimate of CY27 EPS. With Azure growing mid-high 40s, and M365 commercial ($100B business) soon to accelerate to the 20s, I think multiple expansion is warranted. The vast majority of MSFT revenue and profits are clearly benefittin 1.4M views · 1.3K likes · 91 reposts · 44 replies 01 Aug 2026 @SouthernValue95 Add $AMZN's results on top...there's potential to keep ripping here. 330 views · 3 likes · 0 reposts · 0 replies 31 Jul 2026 https://t.co/YIcLkS20MG 2.7K views · 7 likes · 0 reposts · 0 replies 30 Jul 2026 Adding my $2.25 of M365 upside to $23.50 of consensus EPS, and MSFT could closer to ~$26 in FY28. Thats before what I think are a few dollars of EPS upside potential in Azure. At 25x $26 of FY28 EPS in 1yr, MSFT could trade at $650. Thats another +40% upside from here. 2.2K views · 17 likes · 0 reposts · 1 replies 30 Jul 2026 If I assume that Copilot can sustain +10M paid seats/qtr, it would reach ~110M seats (~22% penetration) by FY28. Separately, if I assume that MSFT is able to get 10% penetration of its premium E7 Agent security and orchestration SKU, and that otherwise the business grows at https 4.3K views · 17 likes · 1 reposts · 1 replies 30 Jul 2026 Copilot paid user growth accelerated from +5M in 3Q to +10M in 4Q. Copilot revenue grew +60% sequentially. As I tweeted a few months ago - MSFT copilot only "got good" recently and the world is still waking up to that, including customers and MSFTs commercial organization. If 2.8K views · 17 likes · 1 reposts · 3 replies 30 Jul 2026 Despite a +16% move today, the market may still be under-reacting to $MSFTs results last night (still down on yr). Azure growing +43% and guiding to +45% grabbed the headlines, but MSFT was in its worst performance stretch since the GFC, and lowest valuation in a decade, https: 193.3K views · 225 likes · 20 reposts · 5 replies 30 Jul 2026 $MSFT is probably the cleanest big cap from here, combining a compelling valuation, earnings durability, earnings momentum, and improving competitive position. Azure will soon be >half the business growing mid-high 40s w/ 40% margins, so it alone can drive >20% growth for 95.6K views · 416 likes · 34 reposts · 11 replies 29 Jul 2026 $MSFT release velocity up meaningfully. Azure inflecting, again (from 30 to 40 last year, now into 40s in 2H26). Commercial office is one of the only application software businesses to accelerate right now, and that is before copilot got good in the last few weeks. Stock 74.4K views · 127 likes · 3 reposts · 6 replies 06 May 2026