@BourbonInsider Avatar @BourbonInsider Bourbon Insider Research

Bourbon Insider Research posts on X about ceo, more than, ai, asml the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #4544 finance 39.47% technology brands 33.33% cryptocurrencies 8.77% financial services 4.39% countries 2.63% social networks 2.63% luxury brands 0.88% fashion brands 0.88%

Social topic influence ceo #725, more than 10.53%, ai 8.77%, asml 7.89%, $asml 7.89%, $amzn #65, $nvda 6.14%, company 6.14%, amzn #125, strong 5.26%

Top accounts mentioned or mentioned by @william_r2rclub @compound248 @biotech2k1 @ksvane @cygnushedge @wealthmatica @malananah @techequityeng @baba_boss168 @grok @icon00007 @the_pro_invest @danchesterman1 @ocshree @kaffka_franz @savasavvich @tim19662078 @hbjam_ @pharmdca @thephiloinvest

Top assets mentioned Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) NuCypher (NU) UnitedHealth Group (UNH) Now Coin (NOW) S&P Global Inc (SPGI) Micron Technology, Inc. (MU) ServiceNow Inc (NOW) Adobe, Inc. (ADBE) TransDigm Group, Inc. (TDG) Autozone Inc (AZO) Copart, Inc. (CPRT) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) Bull Market (BULL) AppLovin Corporation (APP) ZetaChain (ZETA) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Reddit, Inc. (RDDT) Intuit Inc. (INTU) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Alibaba Group (BABA) Advanced Micro Devices (AMD) Canadian National Railway (CNI) Mastercard, Inc. (MA) Crowdstrike Holdings Inc (CRWD) monday.com Ltd. (MNDY) Novo-Nordisk (NVO) Metadium (META) Bloom Energy Corporation (BE) 4 (FOUR) Palo Alto Networks Inc (PANW) Fortinet Inc (FTNT) Veeva Systems, Inc. (VEEV) SAP SE (SAP) Cadence Design Systems Inc (CDNS) Lam Research Corporation (LRCX) Broadcom, Inc. (AVGO) Netflix Inc (NFLX) Texas Pacific Land, Corp. (TPL) Oscar Health, Inc. (OSCR) BGC Group, Inc. Class A Common Stock (BGC) KeyCorp (KEY)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AMZN Total debt vs Operating cash flow"
X Link 2026-02-06T13:10Z [----] followers, 35.2K engagements

"$SPGI is trading at 20x earnings for the first time since [----] stock market crash"
X Link 2026-02-11T01:22Z [----] followers, 20.4K engagements

"$UBER 13F Q4 2025"
X Link 2026-02-13T22:23Z [----] followers, [----] engagements

"Morningstar has raised the fair value of $OSCR from $20 to $26"
X Link 2025-07-04T16:33Z [----] followers, 56.1K engagements

"Howard Lutnick Secretary of Commerce portfolio Largest position: BGC Group Inc. $BGC worth over $1 billion GCM Grosvenor Inc. $GCMG worth over $100 million"
X Link 2025-08-26T12:27Z [----] followers, [----] engagements

"Don't forget that Michael Burry has massive call options on $UNH and $BABA. $UNH could still reach $450 by the end of the year. His next movie is gonna be 'The big long'"
X Link 2025-09-10T12:43Z [----] followers, 18.2K engagements

"Adobe Inc $ADBE: Insider Purchases [----] to 2025"
X Link 2025-09-12T15:19Z [----] followers, 31.1K engagements

"David Tepper new positions in Q3 [----] Zions Bancorporation $ZION Western Alliance $WAL Truist Financial $TFC Owens Corning $OC KeyCorp $KEY Fiserv Inc. $FISV American Airlines Group Inc. $AAL AMD $AMD"
X Link 2025-11-13T21:35Z [----] followers, [----] engagements

"TransDigm Group Incorporated $TDG CEO just bought $2.6 million worth of shares"
X Link 2025-11-17T21:42Z [----] followers, 28.3K engagements

"AutoZone $AZO CFO bought the dip [--] shares for $187742"
X Link 2025-12-12T23:05Z [----] followers, 14.5K engagements

"Constellation Software $CSU.TO insiders keep buying. More than $3 million this time This is such a great company"
X Link 2025-12-18T12:23Z [----] followers, 16.8K engagements

"$CPRT at current prices looks more attractive than a traditional defensive stock. The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control 80%+ of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transportation fleet logistics and towing services providing superior speed reliability and cost control in moving vehicles. Copart further expanded its market-leading liquidity this quarter: -"
X Link 2025-12-20T13:31Z [----] followers, 14.1K engagements

"A director at Canadian National Railway $CNI $CNR just purchased [---] shares"
X Link 2025-12-26T14:45Z [----] followers, [----] engagements

"$MSCI CEO owns around 3% of the company and he keeps buying more shares [--] Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo 1y stock performance: -6.2% Despite a relatively flat [----] PepsiCo remains one of the strongest defensive companies in the https://t.co/7hkprMDdF4 [--] Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo 1y stock performance: -6.2% Despite a relatively flat [----] PepsiCo remains one of"
X Link 2025-12-27T15:39Z [----] followers, 53.8K engagements

"$MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment"
X Link 2026-01-09T15:49Z [----] followers, 212.6K engagements

"$WRD - WeRide Down 78% from its February [----] all-time high WeRide is emerging as a potential global leader in autonomous driving uniquely positioned as the only company simultaneously scaling Level [--] (L4) robotaxi operations and L2++ ADAS mass-production programs. This dual-track strategy bridges near-term commercialization with long-term autonomy leadership. For the first time WeRide has demonstrated healthy unit economics in a real-world city-wide commercial environment not just controlled test zones. It also secured the first-ever city-level fully driverless L4 commercial robotaxi permit"
X Link 2026-01-10T14:57Z [----] followers, [----] engagements

"Constellation Software $CSU.TO insider has purchased [--] share"
X Link 2026-01-21T12:25Z [----] followers, 45.8K engagements

"3 Stocks to buy and hold for the next years [--]. $AMZN - Amazon Amazon remains a global powerhouse across cloud infrastructure logistics e-commerce and digital advertising and is well positioned to sustain its leadership well into the next decade. AWS controls more than 30% of the global cloud market and remains the worlds largest cloud provider. By [----] AWS is expected to retain this leadership as generative AI demand continues to surge. Generative AI has already become a multi-billion-dollar revenue stream for AWS growing at triple-digit year-over-year rates with demand still outpacing"
X Link 2026-01-24T13:41Z [----] followers, 11.5K engagements

"2. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic pivot helped drive a +200% stock surge in [----]. Unlike off-grid miners IRENs grid-connected facilities reduce downtime curtailment risk and reliability issues. As AI and data centers drive structural increases in power demand cheap reliable renewable energy becomes the true bottleneck and IREN already controls it. IREN owns its land power infrastructure and data centers end-to-end. As grid interconnection queues tighten and permitting becomes"
X Link 2026-01-24T13:41Z [----] followers, [----] engagements

"3. $BULL - Webull Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. Webull continues to enhance its platform with advanced trading tools research capabilities educational content and 24/7 global market access increasing engagement and platform stickiness. Digital investment platforms benefit from sustained retail investor participation and rising global market"
X Link 2026-01-24T13:41Z [----] followers, [----] engagements

"Abbott Laboratories $ABT CEO just purchased over $2 million worth of shares. its the largest insider purchase since 2018"
X Link 2026-01-26T22:13Z [----] followers, [----] engagements

"$UNH [----] Guidance Revenue $439B EPS GAAP $17.10 If they want to hit all-time highs they need $460B in revenue $24 GAAP EPS and more than [--] million members. its gonna take [--] or [--] more years to get there"
X Link 2026-01-27T12:09Z [----] followers, 15.9K engagements

"$NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY"
X Link 2026-01-28T21:58Z [----] followers, 30.7K engagements

"$NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY"
X Link 2026-01-29T12:42Z [----] followers, 31.8K engagements

"$NU is going to the US"
X Link 2026-01-29T20:06Z [----] followers, 12.5K engagements

"$CNI Canadian National Railway is gonna buy [--] million shares over the next [--] months"
X Link 2026-01-30T21:07Z [----] followers, 10K engagements

"@compound248 Absolutely https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1 https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1"
X Link 2026-01-31T12:05Z [----] followers, [---] engagements

"$ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the entire worldwide energy"
X Link 2026-01-31T12:38Z [----] followers, 52.6K engagements

"2. $ZVRA - Zevra Therapeutics MIPLYFFA is the first (and currently the only) FDA-approved therapy for NiemannPick disease type C (NPC) an ultra-rare progressive and fatal neurodegenerative disorder that affects children and young adults. KP1077 now in Phase [--] for Idiopathic Hypersomnia (IH) could become the companys second major revenue driver expanding Zevra into the broader sleep neurology market. Zevra leverages extensive real-world data and multi-year clinical evidence to validate safety and disease stabilization strengthening its regulatory and commercial position. Its prodrug platform"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements

"3. $JD - JDcom Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond traditional e-pharmacy. JD Logistics global footprint now spans 130+ warehouses in 23"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements

"$MA EPS and REV growing 15%"
X Link 2026-02-02T14:48Z [----] followers, 16K engagements

"$APP Projected Rev and EPS growth for the next few years Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+ Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+"
X Link 2026-02-04T15:30Z [----] followers, [----] engagements

"$NVO CEO: The company has a bright future. They gonna lower prices in the short term to create greater demand in the future classic drug dealer"
X Link 2026-02-04T16:15Z [----] followers, 38.8K engagements

"$GOOG Repurchased [---] million shares for $45.4 billion in [----] Solid"
X Link 2026-02-05T12:58Z [----] followers, 28.2K engagements

"$NVDA CEO: Nobody uses AI better than $META"
X Link 2026-02-06T20:35Z [----] followers, 42.1K engagements

"$BULL is one of the few companies with strong upside potential. Before its IPO the stock was valued at $11.6 per share. If it recovers to that level the upside would be roughly 100% and thats still well below its IPO price of $50+. Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. Webull continues to enhance its platform with advanced trading tools research"
X Link 2026-02-08T14:07Z [----] followers, [----] engagements

"$CSU.TO Free cash flow yield just hit 10-year highs Totally normal"
X Link 2026-02-09T13:35Z [----] followers, [----] engagements

"Kimberly-Clark $KMB director just purchased over $1 million worth of the stock I think this is the biggest insider purchase ever made in this company"
X Link 2026-02-09T22:08Z [----] followers, [----] engagements

"$ASML keeps doing daily buybacks"
X Link 2026-02-10T12:12Z [----] followers, [----] engagements

"How it feels buying SaaS companies in [----] "Aim for the Bushes" I'll keep buying tho"
X Link 2026-02-15T13:40Z [----] followers, [----] engagements

""I'm just as bullish about the AWS business as I've ever been" $AMZN AWS CEO Matt Garman $AMZN AWS casually growing 24% (The fastest growth in [--] quarters) https://t.co/0FXvGpcKcw $AMZN AWS casually growing 24% (The fastest growth in [--] quarters) https://t.co/0FXvGpcKcw"
X Link 2026-02-15T22:22Z [----] followers, 10.8K engagements

"$RDDT traffic keeps getting higher and higher Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7"
X Link 2026-02-16T12:52Z [----] followers, [----] engagements

"$JD Market cap $48B vs Total cash $30B The stock price is near to book value per share wild. $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13 $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13"
X Link 2025-09-28T22:21Z [----] followers, 83.7K engagements

"Representative Gil Cisneros added several IPOs including companies related to data centers energy and more. APi Group Corporation $APG Bloom Energy Corporation $BE Quanta Services $PWR StandardAero $SARO Thermon Group Holdings $THR WaterBridge Infrastructure $WBI $UNH as well https://twitter.com/i/web/status/1977892278392832055 https://twitter.com/i/web/status/1977892278392832055"
X Link 2025-10-14T00:20Z [----] followers, [----] engagements

"Verisk Analytics $VRSK: Three different directors purchased shares today the first insider purchase since 2024"
X Link 2025-11-04T00:22Z [----] followers, [----] engagements

"Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj"
X Link 2025-12-23T00:36Z [----] followers, 15.9K engagements

"Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing buybacks again or launch a bigger expansion https://twitter.com/i/web/status/2005287100229300466 https://twitter.com/i/web/status/2005287100229300466"
X Link 2025-12-28T14:37Z [----] followers, 11.4K engagements

"Wise Plc $WISE.L insiders were buying shares between [----] and [----]. Were getting close"
X Link 2025-12-30T20:44Z [----] followers, [----] engagements

"3 Deeply Undervalued Companies with Strong Moats $CPRT - Copart Stock is down 38% from its May [----] all-time high The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control over 80% of the market. Coparts moat is both structural and difficult to replicate. The company owns approximately 90% of its 19000+ acres across more than [---] global facilities giving it unmatched control over its real estate footprint. In addition Copart operates its own transportation fleet logistics and towing services providing superior speed"
X Link 2026-01-10T14:57Z [----] followers, 39.5K engagements

"$FOUR CEO explaining their business model.no one can explain it better than the CEO. A boring business and an easy cash flow generator. $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment experience looks like it did [--] or [--] or [--] year ago in the US. this year our focus is gonna be outside the US https://t.co/FfAviCzAT4 $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment"
X Link 2026-01-30T12:19Z [----] followers, 12.4K engagements

"3 Undervalued Companies with Strong Upside Potential [--]. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. SmartPay closed in November [----] expanding distribution across hospitality and entertainment in Australia and New Zealand. Shift4 now signs [----] new international merchants per month while diversified verticals offset domestic consumer volatility. Management"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements

"Micron Technology $MU projected revenue growth for [----] [----] and 2028"
X Link 2026-02-02T12:23Z [----] followers, 141.8K engagements

"Software projected EPS (GAAP) growth for 2026: HubSpot $HUBS 100%+ Workday $WDAY 70%+ monday $MNDY 50%+ AppLovin $APP 50%+ ServiceNow $NOW 30%+ Fair Isaac $FICO 30%+ Oracle $ORCL 20%+ Palo Alto Networks $PANW 20%+ Microsoft $MSFT 16%+ Salesforce $CRM 13%+ Intuit $INTU 12%+ Veeva $VEEV 12%+ SAP $SAP 10%+ Adobe $ADBE 9%+ Fortinet $FTNT 7%+ https://twitter.com/i/web/status/2018666099043168719 https://twitter.com/i/web/status/2018666099043168719"
X Link 2026-02-03T12:41Z [----] followers, 38.6K engagements

"$AXON Projected Rev for [----] [----] and [----] $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr"
X Link 2026-02-03T14:50Z [----] followers, 23.5K engagements

"TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant"
X Link 2026-02-03T17:58Z [----] followers, 23.6K engagements

"Everyone buying $SPGI at -17% this morning"
X Link 2026-02-10T15:34Z [----] followers, [----] engagements

"Representative Tim Moore is betting on domestic products He added Harley Davidson $HOG"
X Link 2026-01-09T18:39Z [----] followers, [----] engagements

"$ALLY insiders have been buying lately"
X Link 2026-01-26T12:29Z [----] followers, [----] engagements

"UnitedHealth $UNH: Insider Purchases [----] to 2025"
X Link 2025-06-23T23:03Z [----] followers, 216.6K engagements

"Diageo plc $DEO insiders have been buying shares but there is a catch: The company is trading at a 16-year low and the number of people consuming alcohol has dropped to the lowest level It's hard to predict when the trend will change and people will start drinking again"
X Link 2026-01-12T19:44Z [----] followers, [----] engagements

"Oaktree Capital Management (Howard Marks) 13F as Sep 2025"
X Link 2026-02-06T14:24Z [----] followers, 96.1K engagements

"Software % Below from all time high Moody's $MCO -16% S&P Global $SPGI -22% Booking Holdings $BKNG -23% Cadence Design System $CDNS -24% Uber $UBER -25% Microsoft $MSFT -26% Palo Alto Networks $PANW -28% Fortinet $FTNT -28% CrowdStrike $CRWD -29% ZETA $ZETA -31% Fair Isaac $FICO -36% SAP $SAP -38% Veeva $VEEV -40% Adobe $ADBE -42% AppLovin $APP -44% Intuit $INTU -45% Spotify $SPOT -45% Salesforce $CRM -48% ServiceNow $NOW -51% Constellation Software $CSU.TO -53% Duolingo $DUOL -77% monday $MNDY -70% https://twitter.com/i/web/status/2020104274898800799"
X Link 2026-02-07T11:56Z [----] followers, 138.1K engagements

"The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and SK Hynix Taiwan produces the most advanced chips: $TSM"
X Link 2026-02-09T16:49Z [----] followers, 77.4K engagements

"$TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa"
X Link 2026-02-09T23:21Z [----] followers, 20.7K engagements

"$AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA"
X Link 2026-02-10T23:24Z [----] followers, 71.3K engagements

"Over the past few weeks Bernard Arnault $LVMH has repurchased more than 400M Not bad at all"
X Link 2026-02-11T13:00Z [----] followers, 10.7K engagements

"Situational Awareness LP former OpenAI researcher Leopold Aschenbrenner They just reported their AI portfolio: Bloom Energy Corporation $BE Lumentum Holdings Inc. $LITE CoreWeave Inc. $CRWV Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3 Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3"
X Link 2026-02-11T16:55Z [----] followers, 67.8K engagements

"$AMZN keeps getting cheaper"
X Link 2026-02-11T18:39Z [----] followers, 38.7K engagements

"RT @BourbonInsider: Situational Awareness LP former OpenAI researcher Leopold Aschenbrenner They just reported their AI portfolio: Bloom E"
X Link 2026-02-12T11:36Z [----] followers, [--] engagements

"David Vlez CEO of $NU about the $150 million investment in Tyme Group a few years ago and its future potential"
X Link 2026-02-12T13:21Z [----] followers, [----] engagements

"$SPGI For the full-year [----] the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases. $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools and we expect that percentage to increase over time" Strong https://t.co/F1xqr3S2fA $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our"
X Link 2026-02-12T14:54Z [----] followers, [----] engagements

"$AON Director just purchased over $1.2M worth of shares Price reported $319"
X Link 2026-02-12T23:16Z [----] followers, [----] engagements

"Reddit Inc $RDDT Director just purchased over $7482139 worth of shares"
X Link 2026-02-13T01:07Z [----] followers, 61.7K engagements

"$RDDT Projected Rev growth for the next few years Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7"
X Link 2026-02-13T13:06Z [----] followers, 15K engagements

"Two Undervalued AdTech Companies Which one do you prefer [--]. $ZETA - Zeta Global Holdings Corp. Zeta Globals core competitive advantage lies in its unified platform that seamlessly integrates MarTech and AdTech within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three critical use cases (customer acquisition retention and monetization) across more than [--] digital channels. At the center of this platform is Zetas proprietary data cloud which forms a powerful and defensible moat. It covers over [---] million individuals globally including [---] million active U.S. consumers. This"
X Link 2026-02-14T14:28Z [----] followers, [----] engagements

"$TTD - The Trade Desk The Trade Desk remains the largest independent demand-side platform (DSP) globally. It ranks second only to Googles DV360 overall while standing as the clear leader in Connected TV (CTV) and across the open internet. Kokai represents the most significant evolution of TTDs platform to date. Powered by its AI engine Koa Kokai automates bidding and optimization in real time. Today more than 70% of client spend flows through Kokai and advertisers using it report a 24% reduction in cost per conversion reinforcing both its effectiveness and stickiness. TTD processes in 30"
X Link 2026-02-14T14:28Z [----] followers, [----] engagements

"RT @BourbonInsider: "I'm just as bullish about the AWS business as I've ever been" $AMZN AWS CEO Matt Garman"
X Link 2026-02-16T12:47Z [----] followers, [--] engagements

"$NVO CEO: 90% of pill patients are new to GLP-1S This is wild $NVO is doing buybacks again About time. https://t.co/pp7xe7fTRN $NVO is doing buybacks again About time. https://t.co/pp7xe7fTRN"
X Link 2026-02-16T13:27Z [----] followers, 15.7K engagements

"Dont forget that $NU has a small operation in the US"
X Link 2026-01-19T12:30Z [----] followers, 14.2K engagements

"Net Income Margin $MA vs $NU"
X Link 2026-01-19T15:14Z [----] followers, 38.6K engagements

"$INTU EV/EBITDA is close to [--] years low"
X Link 2026-01-20T20:40Z [----] followers, [----] engagements

"$NU is now the Second Largest Financial institution in Brazil"
X Link 2026-01-22T20:03Z [----] followers, 13K engagements

"$GME Ryan Cohen just purchased over $21M worth of the stock"
X Link 2026-01-22T21:33Z [----] followers, [----] engagements

"$NFLX EV/EBITDA is close to [----] lows"
X Link 2026-01-23T14:23Z [----] followers, [----] engagements

"$NOW Free cash flow is at all time high btw Growing 25%+ per year"
X Link 2026-01-23T19:25Z [----] followers, 15.7K engagements

"Just a friendly reminder: $NFLX is going to keep going up with WB or without. Such solid management.EPS vs. diluted EPS is almost the same"
X Link 2026-01-25T14:22Z [----] followers, [----] engagements

"$MU CEO: Building a new fab takes a lot of time and demand for chips remains high creating a semiconductor shortage. More than [---] Semiconductor fabrication plants are under construction right now They gonna need $ASML $LRCX $AMAT and $KLAC https://t.co/VKAHFCuEwj More than [---] Semiconductor fabrication plants are under construction right now They gonna need $ASML $LRCX $AMAT and $KLAC https://t.co/VKAHFCuEwj"
X Link 2026-01-25T17:21Z [----] followers, [----] engagements

"80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share"
X Link 2026-01-26T13:08Z [----] followers, 10.5K engagements

"Nancy Pelosi still long $AMZN $GOOG and $NVDA"
X Link 2026-01-26T15:25Z [----] followers, 70.9K engagements

"$BULL is introducing $0 commission trading on prediction markets"
X Link 2026-01-27T15:08Z [----] followers, [----] engagements

"AI server compute ASIC shipments set to triple between 2024-2027 Interesting chart showing how $AVGO still dominates"
X Link 2026-01-27T19:20Z [----] followers, [----] engagements

"$INTC CFO just purchased [----] shares for $250k Avg price $42"
X Link 2026-01-27T21:55Z [----] followers, 54.1K engagements

"$ASML announced additional buybacks for the next few years and the company still projects [----] billion in revenue and a gross margin between 52% and 60% by 2030"
X Link 2026-01-28T12:29Z [----] followers, 16.7K engagements

"$ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4% YoY. If revenue reaches 39B growth would be 19% YoY. Now the interesting part: as we mentioned before the market is building a large number of semiconductor fabs. As construction nears the halfway point they will start placing new orders. Many fabs are expected to be ready by [----] which means ASML should begin receiving the majority of orders by mid-2027 [----] may not be very relevant but if the stock experiences a small correction you might find yourself a nice deal."
X Link 2026-01-28T14:55Z [----] followers, 10.6K engagements

"$ASML from 6%+ to -2% after earnings Expected"
X Link 2026-01-28T19:15Z [----] followers, [----] engagements

"$MSFT Cash drops below $100B"
X Link 2026-01-29T17:26Z [----] followers, [----] engagements

"$META CAPEX"
X Link 2026-01-29T18:54Z [----] followers, 14.4K engagements

"Stone Stephen R. Pres and CEO at CoastalSouth Bancshares $COSO acquired approximately $47000+ in shares Price Paid: $21.50 Amount Purchased: 2200+ shares"
X Link 2025-07-09T13:50Z [----] followers, [---] engagements

"Wellington Management Group added [---] million shares of $UNH They have been holding $UNH since [----] and still buying"
X Link 2025-08-12T19:35Z [----] followers, 13.2K engagements

"Texas Pacific Land Corporation $TPL insiders buy the stock every single day"
X Link 2025-09-25T13:21Z [----] followers, [----] engagements

"A Navitas Semiconductor Corp insider purchased shares in July $NVTS $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon carbide (SiC) technologies under one roof. As AI https://t.co/rkfGB3DbVh $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon"
X Link 2025-10-28T14:09Z [----] followers, [----] engagements

"Oaktree Capital Management (Howard Marks) open a new position on $NU and $HAL"
X Link 2025-11-14T14:11Z [----] followers, [----] engagements

"Marvell Technology $MRVL just reported its largest ever quarterly buyback without touching debt. Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja"
X Link 2025-12-03T12:48Z [----] followers, [----] engagements

"$AZO insiders only buy when the stock price weakens Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm"
X Link 2025-12-23T12:52Z [----] followers, [----] engagements

"Herms International $RMS are buying"
X Link 2025-06-03T13:33Z [----] followers, [---] engagements

"Texas Pacific Land Corporation $TPL insiders buy every single day"
X Link 2025-06-04T20:28Z [----] followers, [----] engagements

"4 High ROIC Companies to Buy and Hold for the Next Decade Return on Invested Capital (ROIC) is one of the most critical metrics for evaluating a company's quality efficiency and ability to generate value from its capital base. Here are four companies led by elite capital allocators that consistently deliver exceptional ROIC. Thread 🧵 $NVDA - NVIDIA Corporation NVIDIA is the undisputed ROIC king in the current cycle. After a temporary dip to 24% in [----] (a level that still outperforms most large-cap tech peers) its ROIC has soared to over 140% in the latest data. With a FCF margin nearing 50%"
X Link 2025-06-18T13:28Z [----] followers, [---] engagements

"$PME - Pro Medicus Limited Pro Medicus has consistently improved its ROIC since [----] now reaching an elite 102%. This reflects exceptional capital allocation product differentiation and operational leverage in a niche medtech segment. Despite investing heavily in its Visage [--] platform and cloud-based solutions the company maintains a stellar FCF margin above 50%a rare feat in healthcare software. Additionally they remain debt-free and paid out a record half-year dividend up 38.9%. $PME secured a record number of contract wins and renewals including a major RIS renewal and a $98 million"
X Link 2025-06-18T13:28Z [----] followers, [---] engagements

"Roper Technologies $ROP insiders are buying for the first time since [----]. he stock price is experiencing its largest drawdown since June 2022"
X Link 2025-11-12T19:32Z [----] followers, [----] engagements

"Renaissance Technologies increased its $GOOG position by 110355.38% and reduced its positions in $PLTR and $NVDA"
X Link 2025-11-13T21:16Z [----] followers, [----] engagements

"$GRAB is now trading below Oaktree Capital Management (Howard Marks). Avg: $4.77"
X Link 2026-01-15T20:54Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing