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OP, you were shilling for TOST a month and change ago on here and calling $SQ (outdated ticker) a piece of shit. What changed!?
Last month you bet big on TOST. Said it would reach $55 by Friday (it’s sitting in the $30s rn) and over $100 by EOY 2026. And in that post you called Square (Block is the parent company) a joke. Why the sudden change of heart ? u/wutang
Clover business is SO competitive. PYPL, XYZ (Square) and TOST ship product so much faster and have much cleaner UX. I don’t see Clover winning here. I think great tech wins in that market, and I don’t see a ton of growth (or have confidence in FI’s ability to innovate) …
Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB, $DECK. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.
ADBE. CRM. TOST.
TOST, FSLR, TER
Yes, there are plenty of quality growth stocks using the applications of Teck in other industries. Examples would be, ODD HOOD RKLB TOST.
INTU, NOW, CRWD, STT, BLK, KKR, TOST, Don’t buy garbage stocks if you want to be wealthy
A “Black Friday sale” only matters if the business is healthy, not just the stock price. TOST = razor thin margins, still proving the model. UBER = finally profitable but priced like growth + regulation risk. UNH = temporarily beaten down, but the underlying business is a monster. PGR = …
Black Friday Sale List Decline from record high: 1. Toast (TOST) - Down 35% 2. Uber (UBER) - Down 20% 3. UNH (UNH) - Down 48% 4. Progressive Corporation (PGR) - Down 22% 5. Accenture (ACN) - Down 36% 6. Adobe? (ADBE) - Down 48%
Why TOST instead of Shift4? Shift4 #2 in restaurant space but also has hotels, stadiums, luxury retail and seems to have a more fair valuation at initial glance
What stocks are you looking at and what price do you need before you purchase? For me, all of my current positions are considered full positions so I only add at very opportunistic prices. Some of the prices I'm monitoring for a dip below: * ASML $800 - I added …
Anyone here still follow TOST or own it? It’s starting to get kind of interesting to me at these levels. Going to start digging into it, just curious if anyone already follows, thanks!
$TOST
TOST looks good to me. Small market share and heavily dependant on restaurant ARRs but their financials are sound and their executives are solid
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Total Off-Exchange Volume: 4.0 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Capital International Investors | 48,428,060 | $1.7 billion | 0.0940% | Sep 30, 2025 |
| Vanguard Group Inc | 44,764,157 | $1.5 billion | 0.0869% | Sep 30, 2025 |
| FMR, LLC | 27,349,179 | $935.1 million | 0.0531% | Sep 30, 2025 |
| Blackrock Inc. | 26,477,381 | $905.3 million | 0.0514% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 19,829,014 | $678.0 million | 0.0385% | Sep 30, 2025 |
| Jennison Associates LLC | 15,000,561 | $512.9 million | 0.0291% | Sep 30, 2025 |
| T. Rowe Price Investment Management, Inc. | 10,688,479 | $365.4 million | 0.0208% | Sep 30, 2025 |
| Morgan Stanley | 9,719,139 | $332.3 million | 0.0189% | Sep 30, 2025 |
| State Street Corporation | 9,538,312 | $326.1 million | 0.0185% | Sep 30, 2025 |
| Geode Capital Management, LLC | 8,505,826 | $290.8 million | 0.0165% | Sep 30, 2025 |

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