@MichaelZero10 Avatar @MichaelZero10 Michael. Z

Michael. Z posts on X about business, $enph, $hims, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 72.55% finance 38.24% technology brands 22.55% cryptocurrencies 7.84% countries 3.92% fashion brands 0.98% automotive brands 0.98% gaming 0.98% currencies 0.98% luxury brands 0.98%

Social topic influence business 32.35%, $enph #20, $hims #244, stocks 9.8%, in the 8.82%, $ttd 8.82%, debt 8.82%, growth 7.84%, $shop #624, $tmdx #56

Top accounts mentioned or mentioned by @theronnievshow @investingwithac @mmmtwealth @simeonresearch @hap0606 @hypergrowth102 @fromvalue @marketmaestro1 @fiscalai @wealthmatica @oguzerkan @bearlyai @growthrapidly @amrikarim @michaeljburry @micro2macr0 @pandaquantai @tacticzh @m0rten1337 @peterschiff

Top assets mentioned Enphase Energy Inc (ENPH) Hims & Hers Health, Inc. (HIMS) Trade Desk, Inc. (TTD) Shopify Inc (SHOP) TransMedics Group, Inc. Common Stock (TMDX) Crowdstrike Holdings Inc (CRWD) Advanced Micro Devices (AMD) DLocal Limited (DLO) UnitedHealth Group (UNH) Netflix Inc (NFLX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Celsius Holdings, Inc. Common Stock (CELH) Corcept Therapeutics Inc. (CORT) Oscar Health, Inc. (OSCR) Amazon.com, Inc. (AMZN) aelf (ELF) PayPal Holdings Inc (PYPL) SolarEdge Technologies, Inc. (SEDG) First Solar, Inc. (FSLR) Novo-Nordisk (NVO) Adobe, Inc. (ADBE) The Root Network (ROOT)

Top Social Posts

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

"🚨Why $HIMS Will Benefit Immensely From Robert F. Kennedy:🧐 💊More Off-Patent Drugs will be allowed👇 Mr Kennedy warned on Oct 25th that the Food and Drug Administrations war on public health is about to end accusing it of suppressing psychedelics stem cells raw milk hydroxychloroquine sunshine and anything else that advances human health and cant be patented by Pharma. This is HUGE for $HIMS as the business is selling various Off-Patent Drugs.😍"
X Link 2024-11-10T12:30Z [----] followers, 16.6K engagements

"🚨 Portfolio Update 02/15 👇🏻👀 $HIMS 19.7% ($15.66)💊// up 303%🟢 $SHOP 11.2% ($57.98) 📦// up 127%🟢 $NFLX 8.6% ($172.50)📺 // up 508%🟢 $CRWD 7.4% ($221.27) 🔏// up 113%🟢 $AMD 6.5% ($112.6) 💻// Down 2%🔴 $ASML 6.3% (667.67) 🧑💻// up 10%🟢 $LVMH 6.1% (574.30) 👜// up 24%🟢 $MDB 5.7% ($224.99) // up 31%🟢 $NBIS 5.4% ($27.41) // up 62%🟢 $TMDX 4.4% ($56.97) 💟// up 24%🟢 $PALO 4.2% ($145.09) 🔏// up 42%🟢 $TWLO 4.1% ($64.06) // up 108%🟢 $CELH 3.6% ($21.98) // up 0.4%🟢 $NU 2.8% ($11.77) 💸// up 16%🟢 $NVO 2.6% (DKK597.40)💊// Down 7%🔴 $EVO 1.3% (SEK838.60) // up 2%🟢 Recent Moves: - I"
X Link 2025-02-15T13:52Z [----] followers, 37.2K engagements

"$LGCY: Legacy Education Details: Market Cap: $110m. Business Description: $LGCY provides education services to students high school graduates and working parents in the U.S. Recent market performance: $LGCY is down 20% over the last four weeks including the 25% losses from last week after their Q4 [----] Earnings Report. Q4 Results🔴 $LGCY Q4 Earnings fell short market expectations. Earnings per share (EPS) reached $0.09 while revenue surged 41% to $17.9m compared to the same period last year. $LGCY reported net income of $1.2m. New student starts increased 15.7% in Q4 contributing to the"
X Link 2025-10-01T00:21Z [----] followers, [----] engagements

"$DLO: DLocal Limited Tomorrow $DLO reports Q3 results. Please find below Market Expectations (see table below) : 👇🏻 - Revenue: $262m up 40.9% Y-o-Y; - EBITDA: $69m 26.3% Margin; - Diluted EPS: $0.17 ; What are the Key items to monitor🤔 [--] FX Fees in Argentina . In Q2 [----] $DLO has been negatively impacted by lower FX fees in Argentina as a result of spread compression. Consequently $DLO took the opportunity to expatriate funds from Argentina more efficiently reducing its position by 80% and reallocating them to US treasuries. Ideally it would be great to check if this has been resolved. 2"
X Link 2025-11-11T22:12Z [----] followers, 14.4K engagements

"$DLO: Dlocal Limited (-14%: after hours)😳 Q3 [----] Results: - Revenue: $282.5M vs. est $262M ✅ - Adj. EBITDA: $71.7M vs est $69.1M✅ - Adj EPS: $0.18 vs est $0.16✅ Why $DLO Stock is down after hours - Despite these strong results Gross Profit Margin % declined to 37% from 42% in Q3 [----] and 39% in Q2 [----] (see below the Table). - Gross profit over TPV fell to 0.99% from 1.20% in Q3 [----] suggesting pricing pressure in some markets. - $DLO's performance showed strong growth in frontier markets like Colombia Bolivia and Nigeria alongside solid performance in Brazil across streaming e-commerce and"
X Link 2025-11-13T00:32Z [----] followers, [----] engagements

"$DLO Dlocal Limited: DCF valuation The financial projections below have been prepared by using the following assumptions (see below). [--] Key assumptions: - Sales CAGR 2026E-30E at 22.1% from $1263m in 2026E to $2806m in 2030E which is really conservative considering $DLO has been growing by 68.27% over the last [--] years. - EBITDA margin completely flat at 19.3% from 2024A to 2030E without considering any margin improvement even if the business is continuing to make significant investments. Again this assumption is super conservative. - We have assumed 20% income tax over the period which is in"
X Link 2025-11-14T21:43Z [----] followers, [----] engagements

"$FI: Fiserv Inc.👀 Insider Activity:📑 $FI Stock suffered its worst single-day percentage drop on record at the end of October and has yet to recover. However executives are snapping up shares of the Fintech. According to SEC filings the Chief Financial Officer Paul Todd bought [-----] shares for an average price of $62.41 each on Dec [--]. The $1M purchase brought Todds direct holdings to [-----] shares which were worth $1.6M based on Dec3 closing price of $66.95. (see below the SEC fillings). The following day the Chief Administrative and Legal Officer Adam Rosman bought [----] shares for $63.19 a"
X Link 2025-12-08T22:30Z [----] followers, [----] engagements

"5 $BNTX: BioNTech SE - $BNTX's Net cash balance represents 58% of its Total Market value which is significant. Why - Investors are worried as the business is burning a lot of cash since 2/3 years. - $BNTX burned respectively $2.3bn and $2.0bn in [----] and [----]. - Besides the business is not expected to generate any profits over the next 2/3 years. - For these reasons the current $16.7bn (see below) is not safe and current shareholders could be affected by dilution in the future. https://twitter.com/i/web/status/2015126664057856372 https://twitter.com/i/web/status/2015126664057856372"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"@FromValue Well said. I agree with you $TTD looks incredibly cheap at current level. The downside risks seem already priced in. Let's see what happens over the long-term"
X Link 2026-02-01T15:30Z [----] followers, [----] engagements

"@MMMTwealth Hopefully it is the beginning of an overdue recovery $ENPH stock should do well over the next [--] years"
X Link 2026-02-04T00:04Z [----] followers, [---] engagements

"@MarketMaestro1 Absolutely The Bulls are back on $ENPH Stock. Let's see what happens over the next few quarters. 😉"
X Link 2026-02-04T07:02Z [----] followers, [---] engagements

"@fiscal_ai Are we not comparing apple to orange in this case: - Organic growth % vs - External growth % through acquisitions; Indeed $ELF's acquisition of Hailey Biebers Rhode beauty line added momentum to the Top line. Do you believe these growth figures are truly comparable 🤔"
X Link 2026-02-04T21:38Z [----] followers, [---] engagements

"Yes but $CRWD has a stronger moat than $RBRK. In [----] $CRWD outage caused widespread disruption to enterprise IT systems and infrastructure. It showed how important the business is across the globe. $RBRK does not have this power yet and this explains differences in terms of valuation multiples applied by investors. https://twitter.com/i/web/status/2019416082302345599 https://twitter.com/i/web/status/2019416082302345599"
X Link 2026-02-05T14:21Z [----] followers, [----] engagements

"@TheRonnieVShow $OSCR is loosing money and burning cash. Therefore this $1.5bn net cash position is not even safe. If the business was making money that would be a different story"
X Link 2026-02-06T00:21Z [----] followers, [----] engagements

"@investingwithac @TheRonnieVShow Understood. But you are assuming they will meet [----] Market Expectations. However in the past $OSCR has already missed several times Market Expectations in Q4 [----] Q2 [---] Q3 [----]. Why should we believe [----] will be different 🤔"
X Link 2026-02-06T11:22Z [----] followers, [---] engagements

"@wealthmatica Badri who knows best the Business believes $ENPH stock will go up. 😉"
X Link 2026-02-06T21:09Z [----] followers, [---] engagements

"$TTD has been severely affected by revenue slowdown competitive pressure from $AMZN changes of the leadership team and recent disruption fears by Anthropic's AI coding breakthroughs. It has been a wild ride. Valuation multiples collapsed from 136x Fwd EV/EBITDA in Dec [----] to 10.0x Fwd EV/EBITDA as of today (13x+ lower than [--] years ago). Investors are pricing $TTD like a boring industrial business with low margin. Obviously there are risks of disruption but probably over the long-term meanwhile $TTD could use its current cash to invest and transform its business model to keep it relevant in"
X Link 2026-02-07T18:35Z [----] followers, [----] engagements

"@oguzerkan For me it is a massive red flag The management team should be focused on growing the business and adressing client needs.😶 A great management should not care about the share price movement. 😄"
X Link 2026-02-10T14:28Z [----] followers, [----] engagements

"Thanks for sharing. I would say investors are not reacting due to revenue miss or financial expectations. Investors are currently selling-off software businesses as they believe a lot of these companies will become irrelevant in the future with Anthropic etc. So the stress is not on the numbers or financials but on the business model. https://twitter.com/i/web/status/2021674730164826518 https://twitter.com/i/web/status/2021674730164826518"
X Link 2026-02-11T19:56Z [----] followers, [---] engagements

"@bearlyai $350bn valuation after only [--] years of existence is really impressive (last $35bn funding). Anthropic is scary 😳"
X Link 2026-02-11T20:28Z [----] followers, [--] engagements

"Portfolio Update 05/31👇🏻👀 $HIMS 15.6% ($15.66)💊// Up 248%🟢 $NFLX 8.3% ($172.50)📺// Up 540%🟢 $SHOP 7.9% ($57.98)📦// Up 85%🟢 $TMDX 6.6% ($56.97)💟// Up 102%🟢 $CRWD 6.5% ($221.27)🔏// Up 105%🟢 $UNH 6.4% ($286.32)💟// Up 4%🟢 $ELF 5.4% ($72.68)💄// Up 42%🟢 $AMD 5.3% ($112.6) 💻// Down 11%🔴 $CELH 5.2% ($21.98)🧃// Up 57%🟢 $TTD 5.2% ($45.73)💻// Up 58%🟢 $ASML 5.1% (667.67)🧑💻// Down 2%🔴 $NBIS 3.8% ($27.41) // Up 24%🟢 $LVMH 3.7% (574.30)👜// Down 16%🔴 $PALO 3.4% ($145.09)🔏// Up 26%🟢 $TWLO 3.2% ($64.06) // Up 74%🟢 $MDB 3.1% ($224.99) // Down 21%🔴 $NVO 2.6% (DKK432.0) 💟// Up"
X Link 2025-05-31T12:27Z [----] followers, 43.1K engagements

"7 $CPRX: Catalyst Pharmaceuticals - $CPRX's Net cash balance represents 24% of its Total Market value which is good. Why - Investors are probably not excited about its growth expectations 6-8% in 2026/27. - The business has been affected by poor cash collection in 2024/24 it took longer to collect cash from customers. https://twitter.com/i/web/status/2015126671469502879 https://twitter.com/i/web/status/2015126671469502879"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"$ENPH / $SEDG / $FSLR / $TE 🌞🌞🌞 Solar Power Generation drives electricity generation growth over the next two years - According to the Energy Information Administration (EIA) utility scale solar is the fastest growing source of electricity generation in the U.S increasing from [---] BkWh in [----] to [---] BkWh by [----]. - Almost [--] gigawatts (GW) of new Solar generating capacity projects are scheduled to come online in [----] and [----] which represents a 49% increase in U.S. Solar operating capacity compared with the end of [----] (see below). This is incredibly bullish for the sector and course for"
X Link 2026-01-24T22:18Z [----] followers, [----] engagements

"$HIMS: The Rise of Peptides😳 Peptides are short chains of amino acids that act as signalling molecules in the body influencing hormonal and metabolic processes. Some experts claim that peptides could one day offer better health with fewer side effects than conventional pharmaceuticals. While peptides have long played a role in modern medicine insulin being the most prominent example interest in their wider application took off after the rise of GLP-1s led to closer examination of their therapeutic potential. Many of these compounds are increasingly popular among younger consumers. Gen-Z has"
X Link 2026-01-31T16:24Z [----] followers, [----] engagements

"$ENPH: Enphase Energy Inc 🌞🌞🌞 Tomorrow $ENPH reports Q4 [----] Results. Please find below Market Expectations (see table below) : 👇🏻 - Revenue: $340m ; - EBITDA: $91m 26.8% Margin ; - Diluted EPS: $0.59 ; What are the Key items to Monitor🤔 [--] Revenue Mix (U.S. vs International) In Q3 [----] $ENPH has been negatively impacted by declining revenues from Europe due to soft demand observed in France the Netherlands and other countries. In contrast U.S. demand was stronger in Q3 [----] while Europe was cited as weak in Q4 [----] Guidance. Consequently it would be great to check if $ENPH is noticing"
X Link 2026-02-02T21:50Z [----] followers, [----] engagements

"$PYPL Stock Tumbles as Q4 Results Miss Estimates 😳 Ive warned you several times that $PYPL is a Dangerous Stock to own. $PYPL looks exciting at first glance if we are only focused on the massive share buybacks and Earnings Per Share. However if we zoom out we can see these share buybacks are financed mainly by long-term debt debt and this does not make sense. If you see a Business which is doing this you have to leave the boat as quickly as possible. See below our previous notes on $PYPL. $PYPL: Quick Analysis🧐👇 Introduction🔎 $PYPL's management team is currently doing massive share"
X Link 2026-02-03T12:34Z [----] followers, [----] engagements

"$ENPH Reports Strong Q4 Earnings😳 Q4 [----] Results - Revenue: $343m vs Est: $340m ; - Diluted EPS: $0.70 vs Est: $0.59 ; Safe Harbor Agreements - In Q4 [----] Total Revenue includes $20.3m of Safe Harbor Revenue vs $70.9m in Q3 [----]. IQ Battery Shipments - $ENPH shipped a total of [-----] MWh of IQ Batteries in Q4 [----] beating market expectations at 140-169 MWh. Gross Margin Evolution - The Business generated 46.1% Gross Margin in Q4 [----] beating market expectations at 4245%. Management Guidance & Outlook - Q1 [----] Revenue is expected to be within a range of $270-$300m including $35m of Safe"
X Link 2026-02-03T23:58Z [----] followers, [----] engagements

"$ENPH Stock is Skyrocketing (+40%🟢) 😳 Over the last few months we have kindly explained why $ENPH Stock was significantly undervalued. We have added notes on X during week days and weekends (see below an example). It feels good to see investors finally paying attention to $ENPH Stock. We will continue to write contents on $ENPH Stock as we really like the business. Congratulations to shareholders 🍾🍾🍾 Let's celebrate these gains $ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 [--]. $ENPH is highly Sensitive to"
X Link 2026-02-04T20:41Z [----] followers, [---] engagements

"@growthrapidly $ENPH: Enphase Energy"
X Link 2026-02-05T17:07Z [----] followers, [---] engagements

"$HIMS Stock Hits 52-week low at $22.95😳 What's going on [--]. $HIMS is introducing a cheaper wegovy copycat $HIMS said today it was introducing a pill with the same active ingredient used in $NVO's Wegovy with an introductory plan of $49 for the first month. The offer would be available to new weight-loss customers only. [--]. $NVO: Legal Action $NVO has threatened legal action against $HIMS as competition heats up in the increasingly crowded obesity treatment market. $NVO began selling its Wegovy pill in the US last month for $149 a month at the lowest dose after it became the first oral version"
X Link 2026-02-05T23:53Z [----] followers, [----] engagements

"$HIMS Down 8% after market following this update. It is getting ugly. 😳 FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T00:02Z [----] followers, [----] engagements

"$ENPH (YTD: +55%🟢 Our Best Idea for 2026) We spent some time reading the latest Q4 [----] Earnings Call Transcript and we have to say that we have been really impressed by the arguments and responses provided by the Management Team. See below key arguments and responses provided by the Management Team during the Q4 [----] Earnings Call. [--]. $ENPH is targeting the Commercial segment While Enphase Energy has a strong market position in residential solar the company is looking to expand into the commercial sector where the management team believes it can build meaningful business. Consequently $ENPH"
X Link 2026-02-06T19:45Z [----] followers, [---] engagements

"$ENPH's CEO Badri Kothandaraman Makes Stock Purchase😳 - Today Badri bought [---] shares at $51.06 which represent $38K and4250 shares at $52.13 which represent $221K ($260K in total). - Over the last few months he has consistently been buying $ENPH shares. - Before this latest transaction he had already [-------] shares which represent $83M in total. - $ENPH is the main driver of Badri's wealth. - He is [--] years old and could use extra cash to secure its retirement with safer bets. - But he is willing to risk this extra cash in $ENPH as he believes the business has great prospects. - Please note"
X Link 2026-02-06T21:02Z [----] followers, [----] engagements

"Portfolio Update 02/07/2026👇🏻👀 $AMD 10.4% ($112.6) 💻// Up 61%🟢 $NBIS 9.2% ($27.41)🧑💻// Up 178%🟢 $SHOP 8.6% ($57.98)📦// Up 93%🟢 $ASML 8.0% (667.67)🧑💻// Up 79%🟢 $TMDX 7.2% ($56.97)💟// Up 106%🟢 $ENPH 7.1% ($32.35) 🌞// Up 50%🟢 $CELH 6.3% ($21.98)🧃// Up 102%🟢 $UNH 6.1% ($286.32)💟// Down 9%🔴 $NFLX 5.9% ($17.25)📺// Up 320%🟢 $CRWD 5.6% ($221.27)🔏// Up 65%🟢 $DUOL 5.1% ($189.35) 🧑🎓// Down 33%🔴 $ELF 4.1% ($72.68)💄// Up 1%🟢 $TTD 3.9% ($31.31)💻// Down 13%🔴 $DLO 3.3% ($10.03)💳// Up 15%🟢 $HIMS 3.3% ($15.66)💊// Up 37%🟢 $PALO 3.0% ($145.09)🔏// Up 1%🟢 $CORT 2.9%"
X Link 2026-02-07T18:06Z [----] followers, [----] engagements

"Sportswear Brands are making Strategic Moves😳 $LULU / $ADS / $NKE: cross-read. ANTA Sports Products a major Chinese sporting goods manufacturer announced that it had agreed to acquire a 29% stake in German brand Puma $PUM. The acquisition was for 1.5bn. ANTA has expanded its business by leveraging leading brands through investments and other means. By acquiring $PUM's know-how it will accelerate its overseas expansion. Anta will acquire 43M $PUM shares at [--] per share. This represents a 60% premium over the closing price on the 26th. The offer is subject to approval from Anta's shareholders"
X Link 2026-01-30T00:35Z [----] followers, [---] engagements

"$ENPH / $TE / $FSLR / $SEDG Inflation is cooling down in the U.S. and this is great news for the Solar Energy Sector😳 Annual inflation slowed to 2.4% in January falling more than economists expected. Cooler price increases overall are positive news for the Solar Energy sector as solar projects are highly sensitive to financing costs and equipment prices. [--]. Solar farms and rooftop systems require high upfront capital investment but low ongoing operating costs. As inflation falls the FED is more likely to cut interest rates over the next few months. Consequently borrowing would become cheaper"
X Link 2026-02-14T15:11Z [----] followers, [---] engagements

"Thanks for sharing Will. A stock could trade at 10x Fwd PE and still be massively overvalued. Valuation is a dynamic concept that should be taking into account growth expectations sustainability of free cash flow and business model relevance. In contrast a stock could trade at 100x Fwd PE and be cheap.🤓 https://twitter.com/i/web/status/2022700605962141925 https://twitter.com/i/web/status/2022700605962141925"
X Link 2026-02-14T15:52Z [----] followers, [----] engagements

"🚨 Here are [--] Stocks to Add on your Watchlist🧐 🧵👇 [--]. $DUOL Duolingo Inc. ($13bn Mkt Cap) - FY25 EBITDA Growth = 292% - FY25 EBITDA Margin = 28.87% - FY25 EV/ EBITDA = 40.35x https://twitter.com/i/web/status/1968091293487190080 https://twitter.com/i/web/status/1968091293487190080"
X Link 2025-09-16T23:15Z [----] followers, [----] engagements

"4. $ADBE Adobe Inc. ($150bn Mkt Cap) - FY25 EBITDA Growth = 40% - FY25 EBITDA Margin = 49.73% - FY25 EV/ EBITDA = 12.56x https://twitter.com/i/web/status/1968091305680232763 https://twitter.com/i/web/status/1968091305680232763"
X Link 2025-09-16T23:15Z [----] followers, [---] engagements

"5. $CRM Salesforce Inc. ($227bn Mkt Cap) - FY26 EBITDA Growth = 47% - FY26 EBITDA Margin = 39.68% - FY26 EV/ EBITDA = 13.89x https://twitter.com/i/web/status/1968091309412847739 https://twitter.com/i/web/status/1968091309412847739"
X Link 2025-09-16T23:15Z [----] followers, [---] engagements

"1. $STZ Constellation Brands ($23.4bn Mkt Cap) $STZ carries significant debt on its balance sheet as the business has made large acquisitions in the premium alcohol and cannabis markets that were largely funded through debt (Canopy Growth Investment Modelo Corona and Pacifico etc.) Indeed lower interest rates would reduce the cost of servicing existing debt and make new borrowing cheaper freeing up capital for capital expenditures marketing or shareholder returns through dividends share buybacks. Current net debt represents 32.7% of the Total Enterprise Value ($35.2bn) and 2.9x FY25 EBITDA"
X Link 2025-09-20T15:46Z [----] followers, [----] engagements

"2. $ENPH Enphase Energy ($5.0bn Mkt Cap) $ENPH sells solar microinverters and energy storage systems often to homeowners and small businesses. These customers usually finance solar and battery systems through debt or leases. However higher interest rates mean higher monthly payments for solar systems which affect the demand from customers. We believe $ENPH will benefit immensely from lower interest rates which are expected to drop below 3% in [----]. This has been a key level for the business over the last few years. $ENPH is current sitting on $300m net cash balance (6% of its Enterprise"
X Link 2025-09-20T15:46Z [----] followers, [----] engagements

"$PYPL looks exciting at first glance if we are only focused on the massive share buybacks and Earnings Per Share. However if you zoom out we can see these share buybacks are financed mainly by long-term debt debt and this does not make sense. Besides the management team is neglecting capital expenditures and this will significantly affect $PYPL's competitivity over the long-term. Indeed the business is already showing sign of deterioration as gross margins are consistently going down.😳"
X Link 2025-09-28T09:53Z [----] followers, 14.4K engagements

"$TMDX is growing in Italy Recent Market Update: - $TMDX is experiencing significant growth in Italy through its latest strategic partnership with Mercedes-Benz. - Indeed this collaboration aims to establish Italy's first dedicated organ transplantation ground transportation network utilizing purpose-built Mercedes-Benz V-Class vehicles across four National OCS Program (NOP) hubs. - By integrating advanced vehicles with the Organ Care System (OCS) technology $TMDX aims to improve donor organ utilization and expand patient access to life saving transplants across Italy. What is the Rationale"
X Link 2025-09-28T14:00Z [----] followers, [----] engagements

"Portfolio Update 10/04👇🏻👀 $HIMS 11.6% ($15.66)💊// Up 213%🟢 $NBIS 10.6% ($27.41)🧑💻// Up 316%🟢 $SHOP 9.5% ($57.98)📦// Up 178%🟢 $LVMH 7.2% (516.95)👜// Up 7%🟢 $CELH 6.5% ($21.98)🧃// Up 135%🟢 $NFLX 6.4% ($172.50)📺// Up 492%🟢 $AMD 6.4% ($112.6) 💻// Up 28%🟢 $UNH 6.4% ($286.32)💟// Up 20%🟢 $ASML 5.7% (667.67)🧑💻// Up 32%🟢 $CRWD 5.4% ($221.27)🔏// Up 106%🟢 $ELF 5.2% ($72.68)💄// Up 65%🟢 $TMDX 4.8% ($56.97)💟// Up 77%🟢 $PALO 3.0% ($145.09)🔏// Up 31%🟢 $TTD 2.8% ($45.73)💻// Up 5%🟢 $DLO 2.7% ($10.03)💳// Up 24%🟢 $ADBE 2.3% ($343.49)🧑💻// Up 1%🟢 $ENPH 2.0% ($34.08) 🌞// Up"
X Link 2025-10-04T16:36Z [----] followers, 28.4K engagements

"Why we own $DLO over $FOUR 🧐👇 Introduction: - $DLO operates a payment processing platform worldwide. It offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods including international and local cards online bank transfers direct debit cash and hundreds of alternative payment methods. It also provides a pay-out solution used by merchants to scale their pay-out operations. - $FOUR engages in the provision of software and payment processing solutions in the U.S. It offers payments platform which provides omni channel"
X Link 2025-10-09T23:23Z [----] followers, 17.7K engagements

"$DLO 🧐 Great article from Forbes covering $DLO's valuation. The article provides a great overview of the business and gives interesting details on the previous capital raises. You should definitely have a look at this article.👇 [----] & [----] : Interesting Details [--] $DLO was valued at $5bn (Private Market) In Sept [----] General Atlantic (Private Equity firm) invested $200m and seven months later $DLO closed a $150m funding round with investors including Alkeon Capital Tiger Global and D1 Capital Partners that valued the firm at $5bn. [--] $DLO was valued at $6bn (IPO) When $DLO finally went public"
X Link 2025-10-13T23:29Z [----] followers, [----] engagements

"🚨 Here are [--] Stocks to Add on your Watchlist🧐 🧵👇 [--]. $HROW Harrow Inc. ($1.4bn Mkt Cap) - FY25 EBITDA Growth = 232% - FY25 EBITDA Margin = 26.0% - FY25 EV/ EBITDA = 22.3x"
X Link 2025-10-16T22:42Z [----] followers, [----] engagements

"2. $ROOT Root Inc. ($1.2bn Mkt Cap) - FY25 EBITDA Growth = 28.2% - FY25 EBITDA Margin = 7.38% - FY25 EV/ EBITDA = 8.27x https://twitter.com/i/web/status/1978954623680471321 https://twitter.com/i/web/status/1978954623680471321"
X Link 2025-10-16T22:42Z [----] followers, [----] engagements

"$ROOT The Business looks interesting at first glance just by reviewing key financials and capital structure metrics. Interesting Details 🧐 - $ROOT worth $1.2bn (Market Cap) but it has a net cash balance of $441M (see below $ROOT's Capital Structure). - This Net Cash balance of $441M represents 38% of its Market Value.🤯 - Meaning 38% of the Market Value is currently not at risk which is limiting the downside risks on the Stock. - $ROOT is profitable since [----] ($29M of Net Income) and expecting to generate 35M of Net Income in [----] therefore the current 441M Net Cash balance is not at risk"
X Link 2025-10-17T18:11Z [----] followers, [----] engagements

"$TMDX Stock rating upgraded to Buy at Needham on Transplant growth Needham upgraded $TMDX from Hold to Buy by setting a Price Target of $148. Indeed the business has demonstrated impressive performance with revenue growing 48% over the last twelve months and gross margins staying at 60%. The upgrade comes after Needhams transplant tracker indicated $TMDX's U.S. sales are likely to exceed market expectations for Q3 [----] based on the latest Scientific Registry of Transplant Recipients data. The Research firm expects $TMDX's new heart and lung clinical trials along with international expansion"
X Link 2025-10-23T22:30Z [----] followers, 11.7K engagements

"Portfolio Update 10/25👇🏻👀 $HIMS 10.3% ($15.66)💊// Up 194%🟢 $SHOP 9.8% ($57.98)📦// Up 298%🟢 $AMD 9.4% ($112.6) 💻// Up 100%🟢 $NBIS 9.3% ($27.41)🧑💻// Up 285%🟢 $LVMH 7.5% (516.95)👜// Up 18%🟢 $CELH 6.7% ($21.98)🧃// Up 157%🟢 $UNH 6.0% ($286.32)💟// Up 22%🟢 $NFLX 5.8% ($172.50)📺// Up 468%🟢 $CRWD 5.6% ($221.27)🔏// Up 124%🟢 $ASML 5.5% (667.67)🧑💻// Up 34%🟢 $TMDX 5.2% ($56.97)💟// Up 103%🟢 $ELF 4.6% ($72.68)💄// Up 52%🟢 $PALO 3.0% ($145.09)🔏// Up 39%🟢 $DLO 2.8% ($10.03)💳// Up 35%🟢 $TTD 2.8% ($45.73)💻// Up 7%🟢 $ADBE 2.2% ($343.49)🧑💻// Up 4%🟢 $ENPH 1.9% ($34.08) 🌞// Up"
X Link 2025-10-25T18:06Z [----] followers, 44.1K engagements

"🚨 $HIMS Q3 [----] Earnings Report - Revenue of $599M vs. $580M (estimates)🟢 - Gross Margin: 74% vs 76% (estimates) 🟢 - Adj. EBITDA of $78M vs. $68M (estimates) 🟢 FY2025E Market Guidance - Old: Revenue at 2.3-2.4bn ; - New: Revenue at 2.34-2.36bn ;🔴 - Old: Adj. EBITDA at 295-335M ; - New: Adj. EBITDA at 307-317bn ;🔴 Business Update $HIMS and $NVO are in active discussions to make Wegovy injections and $NVO's oral Wegovy (when FDA approved) available through the $HIMS platform advancing consumer options and pursuant to prescriber recommendation. Conference call $HIMS will host a conference"
X Link 2025-11-03T21:45Z [----] followers, [----] engagements

"🚨 $TMDX has significantly improved its cash collection in Q3 2025🧐👇 The following chart highlights $TMDX' Days Sales Outstanding (DSO) from Q3 [----] to Q3 [----] (see chart below). DSO is a key metric that measures the average number of days a company takes to collect payment after a sale helping to assess the efficiency of a company's cash flow management. A high DSO would indicate that $TMDX is taking longer to collect its receivables which could lead to cash flow problems whereas a low DSO suggests efficient cash management and quicker access to cash for reinvestment. Over the mentioned"
X Link 2025-11-04T00:14Z [----] followers, [----] engagements

"$AMD Beats Earnings but the Stock Slides Earnings: $AMD reported better than expected Q3 [----] Earnings results. However its shares were sliding in after-hours trading. Revenue came in at $9.25bn which was ahead of analysts expectations at $8.76bn. $AMD reported Adj. Earnings per share of $1.20 compared to market expectations at $1.17. Guidance: $AMD also gave a revenue range for Q4 [----] with $9.6bn at the midpoint vs $9.21bn average analyst estimate. Notes from the Earnings Call: On the earnings call Lisa Su (CEO) said many customers are planning substantially larger CPU buildouts in the next"
X Link 2025-11-05T00:14Z [----] followers, [----] engagements

"Portfolio Update 11/08👇🏻👀 $NBIS 9.6% ($27.41)🧑💻// Up 267%🟢 $HIMS 9.4% ($15.66)💊// Up 148%🟢 $AMD 9.4% ($112.6) 💻// Up 84%🟢 $SHOP 9.3% ($57.98)📦// Up 163%🟢 $LVMH 8.0% (516.95)👜// Up 17%🟢 $NFLX 6.3% ($172.50)📺// Up 474%🟢 $CRWD 6.2% ($221.27)🔏// Up 130%🟢 $ASML 5.8% (667.67)🧑💻// Up 30%🟢 $UNH 5.8% ($286.32)💟// Up 9%🟢 $TMDX 5.1% ($56.97)💟// Up 85%🟢 $CELH 4.8% ($21.98)🧃// Up 69%🟢 $ENPH 3.5% ($32.35) 🌞// Down 7%🔴 $DUOL 3.5% ($189.35) 🧑🎓// Up 6%🟢 $PALO 3.2% ($145.09)🔏// Up 36%🟢 $ELF 3.0% ($72.68)💄// Down 8%🔴 $DLO 2.7% ($10.03)💳// Up 21%🟢 $TTD 2.5% ($45.73)💻// Down"
X Link 2025-11-08T14:05Z [----] followers, 21.6K engagements

"Thanks for these details Michael. According to the corporate finance theory the value of any business can be assess by discounting its expected Free Cash Flows (DCF method). When calculating Free Cash Flows we start with accounting profits and adjust for non-cash items like depreciation (see below): FCF = EBIT x (1Tax rate) + Depreciation CapEx Working Capital Depreciation is a non-cash expense and doesnt involve an actual cash outflow as it is just the systematic allocation of past capital expenditures. Indeed Depreciation itself does not directly reduce a companys cash flow but it affects"
X Link 2025-11-10T21:18Z [----] followers, 74.8K engagements

"@amrikarim_ @michaeljburry Amri $AMZN generated $116bn of Cash flow from operations in [----]. The business is expected to raise only $15bn debt (first bond sale since 2022). Obviously majority of their investments are financed by operating cash flow. Debt financial is really marginal"
X Link 2025-11-18T23:10Z [----] followers, [---] engagements

"$NVDA Stock Jumps on Earnings Beat😳 Q3 Earnings Report: - Revenue for Q3 [----] was $57bn ahead of market expectations at $54.9bn. - The Business reported Adj. EPS of $1.30 compared to consensus estimate at $1.26. - Finally the outlook was solid. For Q4 [----] provided a revenue forecast range at midpoint of $65bn above the consensus at $62.2bn. Comments from the Management Team: - $NVDA's CEO Jensen Huang says the artificial intelligence chip business is robust. - Blackwell sales are off the charts and cloud GPUs are sold out. - AI compute demand keeps accelerating and compounding across"
X Link 2025-11-19T23:10Z [----] followers, [---] engagements

"@SimeonResearch_ Yes I can understand your perspective. I had a bad experience as well on $EVO (Evolution AB).😅"
X Link 2025-11-25T01:53Z [----] followers, [---] engagements

"$DLO: Dlocal Limited Revenue in Nigeria is Booming😳 While $DLO has recently experienced a contraction in Egypt the business has benefitted from a surge in volume from Nigeria in Q3 [----] led by a deepening partnership with Y Combinator-backed fintech Grey. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%"
X Link 2025-11-26T00:25Z [----] followers, [----] engagements

"Happy thanksgiving Guys $MNST: Monster Beverage (YTD: 43%)🟢 $CELH: Celsius Holdings Inc (YTD: 55%)🟢 Introduction: Both businesses develop manufacture sell and distribute energy drinks in the U.S and internationally. $CELH has around 21% market share and $MNST 27% market share. Therefore these businesses are truly comparable and we can use Trading comps to assess current valuation. [--]. Historically $CELH has been traded at significant premium to $MNST Over the last [--] years $CELH (43.3x EV/EBITDA) Stock has been traded at significant premium to $MNST (24.59x EV/EBITDA) which represents 76%."
X Link 2025-11-28T00:49Z [----] followers, [----] engagements

"$ADBE: Adobe Inc.🤓 Tomorrow $ADBE reports Q4 [----] Results. Please find below Market Expectations (see Table below) : 👇🏻 - Revenue: $6111m up 9% Y-o-Y; - EBITDA: 2984m 48.8% Margin; - Diluted EPS: $5.40; What are the Key Items to Monitor🤔 [--] Progress on AI monetization. In Q3 [----] while AI-influenced ARR has crossed $5bn $ADBE acknowledges that AI-first direct ARR is still a small portion of overall ARR meaning most of the growth so far comes from adding AI features to existing subscriptions rather than pure AI-only products. Therefore It would be great to see if $ADBE can monetize AI"
X Link 2025-12-09T22:44Z [----] followers, [---] engagements

"$HIMS Stock Has Been Under Pressure😳 Here are the main factors explaining why $HIMS Stock is going down: [--]. Slowing Revenue Growth Revenue growth is expected to slow down over the next few years compared with high-growth periods from [----] to [----]. Consequently investors are just rerating $HIMS Stock considering its different growth profile as of Today. Indeed revenue growth is expected at 17.8% in [----] 3.3x lower than revenue growth which is expected to be generated in [----] at 58.9% (see chart below). One year ago investors were ready to pay $HIMS Stock at 58.26x EV/EBITDA compared to 22.15x"
X Link 2026-01-21T23:35Z [----] followers, [----] engagements

"@Micro2Macr0 Absolutely $ENPH is so undervalued but it requires patience. I'm happy to wait [--] years if necessary.😉"
X Link 2026-01-22T20:24Z [----] followers, [---] engagements

"@Hap0606 Different industries and businesses. So it is unfair to compare both. However as a long-term investor I would go for Nintendo as it is a highly profitable business which is not the case for $CPNG"
X Link 2026-01-22T20:29Z [----] followers, [---] engagements

"So far so good.🥳 Our Top Stocks for [----] are performing really well and we hope they will continue to do so throughout the Year. See below. YTD Performance: - $UAMY: +104.0% - $ENPH: +25.83% - $CORT: +19.0% ; - $UNH: +7.0% - $DLO: -1.98%; Unfortunately we own all of them except $UAMY. Congratulations to the shareholders See below previous notes.👇 🚨5 Stocks to Buy Entering [----] (Part I)🧐👇 Please find below a list of Stocks that you could use to Generate Great Returns in [----]. [--]. $ENPH Enphase (Mkt Cap: $4.5bn) Rationale:🔎 $ENPH has a strong recovery potential considering interest rates"
X Link 2026-01-22T20:47Z [----] followers, [----] engagements

"Ok understood. It is really weird as an example for $MELI Stock according to S&P Global (Capital IQ) the business has: - $4.1bn: cash balance; - $9.9bn: debt; Therefore $MELI should have a net debt balance of $5.8bn = $9.9bn - $4.1bn. I found the exact same number on Seeking Alpha as well. See below screenshots. Anyway Thanks for sharing 🤓 https://twitter.com/i/web/status/2014676347071652172 https://twitter.com/i/web/status/2014676347071652172"
X Link 2026-01-23T12:27Z [----] followers, [---] engagements

"4 $JD: Inc. - $JD's Net cash balance represents 29% of its Total Market value which is really descent. Why - $JD financials have deteriorated over the last few years: revenue slow-down margin reduction and inventory increase etc. - Investors are probably factoring-in recent deterioration of key financials into $JD Stock. - $PDD looks much better managed than $JD. - Finally the Stock is affected by a discount applied by investors as the business is based in China. http://JD.com http://JD.com"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"6 $PLAB: Photronics Inc. - $PLAB's Net cash balance represents 28% of its Total Market value which is descent. Why - Investors are probably not excited about its growth prospects. - The business has experienced serious slow-down in terms of activity over the last few years. - $PLAB is quite "capex intensive" the company requires significant investments to maintain the activity (15% of sales allocated to investments in 2024). https://twitter.com/i/web/status/2015126667740541197 https://twitter.com/i/web/status/2015126667740541197"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"@pandaquantai Thank you. Yes indeed. But the recovery might take sometime I would say"
X Link 2026-01-26T21:59Z [----] followers, [--] engagements

"@TacticzH Emerging Markets could do really well this year considering the U.S. Dollar is weakening. Businesses in this market segment could benefit from this trend.🤓"
X Link 2026-01-26T23:00Z [----] followers, [---] engagements

"@m0rten1337 Everybody is so bearish that it gives me even more confidence that $TTD stock should do well over the long-term. 😉"
X Link 2026-01-27T15:37Z [----] followers, [---] engagements

"@PeterSchiff @saylor Absolutely Peter Imagine if Bitcoin continues to fall $MSTR could have serious problems to repay its debt currently at $8bn (see below). In this scenario $MSTR stock could drop significantly as investors would start to panic and sell their shares"
X Link 2026-01-29T23:18Z [----] followers, [----] engagements

"@hypergrowth102 Congrats Trav 😉 $ASTS is driving the entire portfolio. I presume with your strategy you never reallocate some gains into other companies with more upside potential"
X Link 2026-01-29T23:46Z [----] followers, [---] engagements

"@Mindset4Money_X Thanks for sharing Andy. Why not $SEZL over $DAVE Indeed they have similar operating metrics such as margins and valuation but $SEZL seems to grow faster than $DAVE.🤓"
X Link 2026-01-30T17:20Z [----] followers, [---] engagements

"@Investinc_Intel Thanks for these insights Yes it seems like many of the peptides circulating online are banned by regulators. It will be interesting to see if the regulation related to these compounds will change in the future"
X Link 2026-02-01T01:06Z [----] followers, [--] engagements

"Hey Ali I would say this is not the correct question a long-term investor should ask himself. The real question should be what is your investment horizon to benefit from my capital gains [--]. If your investment horizon is less than [--] years you have many reasons to be worried about market crash and so on. Therefore the equity market is not the right market to invest. [--]. If your investment horizon is more than [--] years you have no reasons to be worried about any market crash as in our capitalistic economic model asset prices (incl. equities) only go up over the long-term. "Time in the Market""
X Link 2026-02-01T20:50Z [----] followers, [--] engagements

"Thanks for sharing Rose. It depends how many stocks we are talking about. I would say owning up to 15-20 still makes sense as it allows investors reducing specific risk associated to each stock through diversification. However owning more than [--] stocks is not really helpful to reduce specific risk. As we know diversification is efficient until a certain point. (see below the chart).👇 https://twitter.com/i/web/status/2018455053745734123 https://twitter.com/i/web/status/2018455053745734123"
X Link 2026-02-02T22:42Z [----] followers, [---] engagements

"@SimeonResearch_ Congrats Alex Great work. 👍"
X Link 2026-02-02T23:02Z [----] followers, [---] engagements

"@crisronalssi Thank you Chris I really appreciate. I have been talking about $ENPH so much over the last few months but nobody was paying attention. It feels great to see $ENPH stock flying 😍 +38%"
X Link 2026-02-04T20:12Z [----] followers, [--] engagements

"@Hap0606 @MMMTwealth I should have said [--] years+ but I'm sure you understood the idea. There are probably great opportunities at the moment in the Technology & Software application sector such as $TTD $NOW $SHOP etc"
X Link 2026-02-04T20:16Z [----] followers, [---] engagements

"Have a look at this article on the Financial Times. Anthropic's AI coding advances are impressive and scary at the same time. I think the real issue is to know if $TTD's business model would still be relevant over the next 5-10 years. Let's be honest Anthropic is a serious threat for $TTD. https://twitter.com/i/web/status/2019728414895173632 https://twitter.com/i/web/status/2019728414895173632"
X Link 2026-02-06T11:02Z [----] followers, [---] engagements

"@Giorgio_1997 I think $HIMS has to stop chasing this weight loss drugs and develop other revenue streams"
X Link 2026-02-06T11:24Z [----] followers, [---] engagements

"@investingwithac @TheRonnieVShow Well received. Thanks for sharing these insights I really appreciate. Always good to have different opinions. Good luck with $OSCR.👍"
X Link 2026-02-06T14:34Z [----] followers, [---] engagements

"Which Cosmetics Stock would you pick 🤔 - $ELF - ELF Beauty - $ULTA - ULTA Beauty - $COTY - Coty - $EL - Este Lauder Please find below additional materials to help👇 https://twitter.com/i/web/status/1925602814136381743 https://twitter.com/i/web/status/1925602814136381743"
X Link 2025-05-22T17:21Z [----] followers, [----] engagements

"4. Consequently Cash generated from Operations is benefitting from an upward trend✅ As its cash conversion cycle is back to normal the business is generating more cash from operations since Q2 [----]. Please note that in Q1 [----] cash from operations was surprisingly lower due to $82M deferred revenues. (see chart below)"
X Link 2025-06-17T20:09Z [----] followers, [---] engagements

"5. $EMH has accelerated its Share buyback program over the last few quarters ✅ $ENPH accelerated its share buyback program in July [----] authorizing up to $1bn in repurchases. This decision reflects the company's confidence in its long-term strategy and the perceived value of its stock. CEO Badri Kothandaraman emphasized that $ENPH's significant free cash flow generation enables continued long-term investments while also allowing for opportunistic stock buybacks. (see chart below). What is your view on this topic 🤔 https://twitter.com/i/web/status/1935067243202707794"
X Link 2025-06-17T20:09Z [----] followers, [----] engagements

"$TTD is Down 40%🔴 What the hell is happening 😳 Market Update: $TTD reported Q2 Revenue slightly ahead of expectations and Adj. EBITDA of $271m beating guidance by about $10 million. However Revenue growth in [----] is now forecast at 17.4% Y-o-Y down from earlier expectations of 21% with macro uncertainty and potential regulatory changes limiting visibility in H2. Indeed investors believe revenue growth is expected to slow-down due to rising competitive intensity primarily from $AMZN DSP (Demand-Side Platform). Additionally investors have concerns over its relationships with key agency"
X Link 2025-08-08T15:58Z [----] followers, [----] engagements

"$ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 [--]. $ENPH is highly Sensitive to Interest Rates %✅ $ENPH sells solar microinverters and energy storage systems often to homeowners and small businesses. These customers usually finance solar and battery systems through debt or leases. However higher interest rates mean higher monthly payments for solar systems which affect the demand from customers. Consequently $ENPH is highly impacted as customers deter new installations. To support this point we have collected"
X Link 2025-09-13T14:10Z [----] followers, [----] engagements

"$PYPL: Quick Analysis🧐👇 Introduction🔎 $PYPL's management team is currently doing massive share buybacks. Share buybacks can be a signal sent from the management team to the Equity Markets: "the business is currently undervalued". Indeed $PYPL is expected to repurchase $6bn in its own stock in [----] as part of its $15bn share buyback program. Could we say the Stock is cheap for this reason"
X Link 2025-09-26T00:15Z [----] followers, [----] engagements

"7 Businesses an Enormous Net Cash Balance😳 Introduction: - Net cash balance is calculated by taking the total cash and cash equivalents a company holds and subtracting its current debt. A positive net cash balance indicates that a company has sufficient liquid assets to cover its short-term liabilities which is a sign of financial stability. Why it matters - Investment opportunities: Companies with a strong net cash position can invest in growth opportunities pay dividends or weather economic downturns more effectively. - Valuation: we could describe the net cash balance as the value that we"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"$TTD Stock has never been so cheap since IPO😳 In December [----] investors were Buying $TTD Stock at 136x EV/EBITDA. Today they are ready to Buy this Stock at only 12.03x EV/EBITDA (10x+ lower than [--] years ago). See below the chart. This is wild 😵💫 $TTD is Down 40%🔴 What the hell is happening 😳 Market Update: $TTD reported Q2 Revenue slightly ahead of expectations and Adj. EBITDA of $271m beating guidance by about $10 million. However Revenue growth in [----] is now forecast at 17.4% Y-o-Y down from earlier https://t.co/QgqbugDWD4 $TTD is Down 40%🔴 What the hell is happening 😳 Market"
X Link 2026-01-27T09:18Z [----] followers, [----] engagements

"$UNH Stock Plunges 20%😳 $UNH shares tumbled Today after the business reported disappointing Q4 [----] Earnings and the Trump administration announced Medicare rates would be effectively unchanged next year. Q4 Results: Heres what the company reported for Q4 [----] compared with what investors were expecting: - Revenue: $113.2bn vs. $113.82bn expected. - EPS: $2.11 vs. $2.10 expected. Guidance: However guidance for [----] was softer than expected. - $UNH expects [----] revenue to exceed $439bn representing 2% Y-o-Y decline that reflects right-sizing across the enterprise according to the business. -"
X Link 2026-01-27T23:06Z [----] followers, [----] engagements

"$TTD: DSP Mkt (Programmatic Buying Platforms) [--]. $AMZN is growing rapidly in the DSP Market. According to various research reports $AMZN DSPs share (20%) edged slightly ahead of $TTD (19%) implying $TTD may no longer be the clear #2 DSP behind $GOOGL. Recent industry surveys found $AMZN DSP was the most used by advertisers (46%) with $TTD second (38%). That suggests advertisers are increasingly choosing $AMZN s platform over $TTD in some markets. Recent reported budget reallocations: - According to various sources: a large auto brand moved $80m in CTV ad spend from $TTD to $AMZN citing"
X Link 2026-01-30T19:56Z [----] followers, [---] engagements

"3 cheap stocks that I'm considering buying: $CELH - Celsius 2025E PE x31.7 2025E EPS growth 20% $PAYC - Paycom Software 2025E PE x19.2 2025E EPS growth 19% $ASML- ASML 2025E PE x27.17 2025E EPS growth 25% We could buy these and close our laptops for the next 5y and relax.😄"
X Link 2024-10-22T16:19Z [----] followers, [---] engagements

"$ELF is Up 50% over the last four weeks Why we believe the current valuation is attractive Equity Value and Enterprise Value✅ $EFL's initial public offering (IPO) in September [----] was priced at $17/share above the initially indicated range of $14-16. The company raised $141M by offering 8.3M shares. On its first day of trading the stock closed at $26.50/share establishing an Equity Value of $1.18bn. At the time of $ELF's IPO the company had $200M Net Debt Balance (Debt: $204 - Cash: $4M). Therefore at IPO the Enterprise Value was $1.380M ($1.180M +$200M). LTM June [----] (see below the table)✅"
X Link 2025-05-20T19:48Z [----] followers, [----] engagements

"$CORT: Corcept Therapeutics (Mkt Cap: $3.7bn) Why $CORT Stock looks attractive at current level 🤔 [--] Recent Business Developments $CORT engages in discovery and development of medication for the treatment of severe endocrinologic oncologic metabolic and neurologic disorders in the U.S. It offers Korlym tablets medication (marketed product) for the treatment of hyperglycemia secondary to hypercortisolism in adult patients with endogenous cushings syndrome and who have type [--] diabetes mellitus or glucose intolerance and have failed surgery or are not candidates for surgery. Last December $CORT"
X Link 2026-01-16T18:16Z [----] followers, [----] engagements

"$CORT Stock is Moving already😳 $CORT stock surged 15% after the company announced its Phase [--] trial for relacorilant in platinum-resistant ovarian cancer met its overall survival primary endpoint. The pivotal ROSELLA trial showed patients treated with relacorilant in addition to nab-paclitaxel chemotherapy experienced a 35% reduction in the risk of death compared to those receiving nab-paclitaxel alone. Median overall survival reached [----] months for patients on the combination therapy versus [----] months for those on nab-paclitaxel monotherapy representing a 4.1-month improvement. This"
X Link 2026-01-22T20:34Z [----] followers, [---] engagements

"Final Thoughts 🤓 Please note that we don't own any of these stocks mentioned. We wanted to highlight how we can hunt some cheap stocks just by analysing their capital structure. Before buying any stock we always try to understand the capital structure of the business that we are buying. Based purely on this analysis $JET and $PLAB look interesting. According to you which stock could perform best 🤔"
X Link 2026-01-24T18:16Z [----] followers, [---] engagements

"$CORT: Corcept Therapeutics is on fire😳 YTD Performance: +31%🟢 Over the last few days $CORT Stock has benefitted from a significant rerating. Market sentiment has improved due to positive phase [--] trial results for ovarian cancer treatment. Investors are struggling to value properly the business. Indeed valuation multiples have been really volatile over the last few months from 35x EV/EBITDA last December [----] to 13.1x EV/EBITDA few days ago (17.1x as of today). See below the charts. Please find below our previous notes on the Business. Disclaimer: We own $CORT Stock. $CORT: Corcept"
X Link 2026-01-26T22:47Z [----] followers, [----] engagements

"$META : Capital Expenditures are impressive😳 [--]. Capital Expenditures*: - Metas forecasted FY2026 capital expenditures between $115-135bn compared to $70bn in [----]. - *Please note that capital expenditures for periods presented below were related to purchases of property and equipment (PP&E) excl. principal payments on finance leases. [--]. $NBIS has direct business with $META: - Indeed $NBIS signed a multi-year AI infrastructure agreement with $META worth $3bn over five years under which $NBIS will deploy dedicated GPU infrastructure capacity to $META. - This contract is part of $NBIS's signed"
X Link 2026-01-28T23:14Z [----] followers, [---] engagements

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