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@Breadcrumb_Cap OilhandOilhand posts on X about $nvo, $race, $umg, to the the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% finance XX% luxury brands XX% automotive brands XX% technology brands X% countries X% fashion brands X% cryptocurrencies X%
Social topic influence $nvo #154, $race #1665, $umg #1, to the 4%, ai 4%, china 4%, business 4%, tide #582, $ewz 2%, good start X%
Top accounts mentioned or mentioned by @wellboiledeggy @inv44x @inves2grow @pandawatch88 @aresearchguy @ftalphaville @umg @ecommerceshares @eftegarie
Top assets mentioned Novo-Nordisk (NVO) Ferrari N.V. (RACE) Spotify Technology (SPOT) Lululemon Athletica Inc (LULU) Fimarkcoin (FMC) Molina Healthcare, Inc. (MOH) SPX6900 (SPX) UnitedHealth Group (UNH)
Top posts by engagements in the last XX hours
"A lot of takes on Bolsonaro's son entering the race. I'd rather listen to the market. $EWZ"
X Link 2025-12-07T14:27Z XXX followers, XXX engagements
"$RACE not looking good coming out of the blocks"
X Link 2025-12-10T14:38Z XXX followers, XXX engagements
"Coloplast off to a good start this morning after a horrendous X years"
X Link 2025-12-11T08:33Z XXX followers, XX engagements
"I knew that when Michael Burry was warning about a devastating crash he wasn't just talking about the tech bubble. If it happens we may look back on AI as a weapon of mass distraction - people were getting laid off because the economy was struggling"
X Link 2025-12-11T10:28Z XXX followers, XX engagements
"@wellboiledeggy That's bold I wouldn't bet so big without an edge. Spotif seems more dynamic. I gather the $SPOT holding is worth about XX% $UMG's market cap. I hold $NTES also in streaming and has done well"
X Link 2025-11-28T14:43Z XXX followers, XXX engagements
"On reflection who even knew about the Bollore overhang before this news Not many I bet myself included and look how hard $UMG sold off after this "catalyst". Never listen to Bill Ackman unless you're into fast food and then only out of intellectual curiosity"
X Link 2025-12-02T12:32Z XXX followers, XXX engagements
"Cut $UMG and added to $RACE and $V. That should be it for the day"
X Link 2025-12-02T14:43Z XXX followers, XXX engagements
"$UMG has far less influence on the portfolio now. Burden of proof is on them to show that they did not just use excitement about the potential of streaming to transform the music industry to raise capital"
X Link 2025-12-02T14:51Z XXX followers, XXX engagements
"Offloaded more $UMG which doesn't seem to have found a floor yet and bought more $NVO. Why is the market wrong on $UMG is not a question I can answer"
X Link 2025-12-03T09:51Z XXX followers, XXX engagements
"Totally exited $UMG with a few Euros of profit including dividends after XXX years of ownership. Cheers. Added to $LSEG on ChatGPT collaboration news and $NVO for a long hold at an attractive entry"
X Link 2025-12-03T14:47Z XXX followers, XXX engagements
"We are now up XX% on Ping An Insurance plus dividends and still think the valuation is attractive. This is one of the largest insurers in the world and they are very technologically advanced. This is not going to fade out any time soon"
X Link 2025-12-05T07:40Z XXX followers, XX engagements
"@wellboiledeggy @pandawatch88 Thanks for the insight"
X Link 2025-12-08T07:23Z XXX followers, XX engagements
"@wellboiledeggy @pandawatch88 Haidilao International covers the greater China market. Super Hi $HDL is the international business which understandably can lead to confusion"
X Link 2025-12-08T07:36Z XXX followers, XX engagements
"Novo Nordisk recovering from the beating it took yesterday but for how long Maybe they should just unload that blockbuster obesity business and go back to insulin life was simpler then. $NVO"
X Link 2025-12-09T08:07Z XXX followers, XXX engagements
"Everything you need to know about successful investing is in this line and it will inevitably register too late: "Darkness was cheap and Scrooge liked it.""
X Link 2025-12-09T13:38Z XXX followers, XX engagements
"We have no available funds but think that there is money to be made on a quick trade in China Vanke today. $2202.HK"
X Link 2025-12-10T05:47Z XXX followers, XX engagements
"Chinese Builder Vanke Sees Bonds Soar on USD2.83 Billion Debt Delay Proposals"
X Link 2025-12-10T05:56Z XXX followers, XX engagements
"$NVO starting the day on a bright note how long before a retreat into the gloom"
X Link 2025-12-10T08:06Z XXX followers, XXX engagements
"Novo Nordisk is so Danish treat any buoyancy with deep suspicion"
X Link 2025-12-10T08:09Z XXX followers, XX engagements
"The stallion is being carted off to the glue factory. $RACE"
X Link 2025-12-10T10:54Z XXX followers, XXX engagements
"Swapping out our entire $LULU position for $RACE does appear to have been a mistake and it's now fate that $LULU knocks it out of the park at earnings on tomorrow"
X Link 2025-12-10T15:03Z XXX followers, XXX engagements
"We saw Ferrari as the more durable brand but have been kicked a few times this year for overpaying"
X Link 2025-12-10T15:04Z XXX followers, XX engagements
"@aresearchguy After tomorrow which I shall name Bitter Moon the stock may never be marked down again"
X Link 2025-12-10T15:33Z XXX followers, XX engagements
"This really is like flogging a dead horse now. $RACE"
X Link 2025-12-10T15:26Z XXX followers, XXX engagements
"$FMC is down XX% ytd. We booked profits on $FMC. Holding it through thick and thin would have been irresponsible. Breadcrumb capital does not believe the work stops on execution of a buy order"
X Link 2025-11-07T16:07Z XXX followers, XXX engagements
"Increased Coloplast which with luck will go up in sympathy with $NVO which is having a rare good day"
X Link 2025-12-10T14:56Z XXX followers, XXX engagements
"$NVO beginning to look like it is ready to leave intensive care. I may go on to regret not having had more conviction as this does look a rare bird here. How often do you find a parrot keeled over"
X Link 2025-12-11T09:39Z XXX followers, XX engagements
"Massive infrastructure projects were announced to combat this but could only stem the tide"
X Link 2025-12-11T10:30Z XXX followers, XX engagements
"We have opened a new position in Molina Healthcare Inc. It dawned on us on Monday why this made sense and we've spent the entire week trying to thread the needle on price only to ultimately give in and buy X% higher. $MOH"
X Link 2025-12-10T20:54Z XXX followers, XXX engagements
"Softbank's XX% dip from its peak could prove to have been a leading indicator that the AI bubble has been pricked"
X Link 2025-12-11T06:57Z XXX followers, XX engagements
"I have a theory that Softbank is actually the tide that moves the $SPX. Every day it moves forcefully the $SPX follows in the same direction but with diminished force"
X Link 2025-12-11T09:28Z XXX followers, XX engagements
"Marathon Asset Management LP has a very idiosyncratic portfolio and is worth following. They quintupled $UNH in Q3"
X Link 2025-12-11T11:52Z XXX followers, XXX engagements