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@SimeonResearch_ Avatar @SimeonResearch_ Simeon Research

Simeon Research posts on X about $acpwa, ai, $nxsnta, greece the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence countries XXXXX% finance XXXXX% stocks XXXX% travel destinations XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $acpwa #3, ai 7.14%, $nxsnta #1, greece #286, $ftai #3, $ilydaat #1, japan 4.76%, $rhmde 4.76%, $lbwwa #1, $saabst #1

Top accounts mentioned or mentioned by @investormexican @theeuinvestor @jollyroger6942 @tacticzh @skeptical1704 @jonahlupton @meeijer @illyquid @kaizeninvestor @spike1567 @scorpionfund @sojustfollowme @robrutten6 @michaelgielkens @drdmarkoulis @mladinicda44232 @tobias222225 @spike_1567 @latticeinvestor @sopcaja

Top assets mentioned Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) DLocal Limited Class A Common Shares (DLO) TransMedics Group, Inc. Common Stock (TMDX) Heima (HEI) Danaher Corporation (DHR) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"Some interesting ponds I am finding some very cool ideas Beaten SaaS companies on overblown Ai fears Hidden monopolies in Japan that are suppliers to the DC trade Tracking Government spending initiatives in some emerging markets and finding beneficiaries"
X Link 2025-12-09T15:25Z 9645 followers, 9819 engagements

"While everyone Is scanning for ai and data center picks I still believe the military trade in Europe isnt done for the current goal is X% of GDP (2035) while the current estimated median is XXXX% across Europe. Some big winners of this trade so far have been 🟢 $RHM.DE - XXX% YTD $EXEN.PA - XXX% YTD $LBW.WA - XXX% YTD $HAG.DE - XXX% YTD $SAAB.ST - XXX% YTD $NXSN.TA - XXX% YTD There are smaller cap beneficiaries direct & indirect that could see growth that I believe havent been noticed yet as much 😉 Source for the pic - NATO 📊"
X Link 2025-10-14T15:27Z 9617 followers, 6655 engagements

"$ACP.WA - The current pressure in price comes from the following reasons Majority of VMS serial acquirers have taken a beating recently especially the constellation family sympathy play as it is closely tied. Ai narrative remains strong as it is strongly believed that AI will disrupt many of IT providers The stake closing became sell the news type of event for many that took profit after a strong run up YTD Pricing in execution risk ahead of strategic changes Meanwhile $TOI.V now owns XXXX% of Asseco and will be able to implement the appropriate changes with now X board member that can and"
X Link 2025-11-17T14:43Z 9633 followers, 8954 engagements

"Mini-watchlist $3017.TW - Asia Vital Components $AVIO.MI - Avio S.p.A $LPTH - Lightpath Tech $EKTER.AT - Ekter SA +2 more ideas that I wont share DISC - No position in any of these got interested in all of these recently"
X Link 2025-11-19T16:50Z 9617 followers, 5534 engagements

"@InvestorMexican $vhi.to - I have spoken to mngmt and made a deep dive but I am not happy how they sold shares after a recent dilution Hit my conviction a lot and I did end up trimming"
X Link 2025-11-24T23:11Z 9633 followers, 1091 engagements

"Tier list on my favourite countries to look for ideas Top - Has gems- Gotta look a lot -"
X Link 2025-11-27T22:02Z 9620 followers, 9177 engagements

"@TheEUInvestor Both unknown markets to me and wouldnt feel comfortable with Romania Korea has some very interesting ones same goes for Hong Kong too @illyquid got those markets From my list its funny but my Greek basket outperformed almost others 😂 my favourite all time is the Canadian"
X Link 2025-11-27T22:12Z 9622 followers, XXX engagements

"$BWAY.TA $BWAY Brainwave Stats - MC 338m Gross XX% XX% Net Last X qs growing 26%+ Recurring revs have grown XX% YoY and reflect XX% of rev XX% client retention rate Book to Bill 1.3x (Nov) Majority of revenue USA (70%+) No debt. Value Proposition - Transcranial Magnetic Stimulation used to treat mental health problems and addictions this is one of the most effective way to help people struggling from multiple disorders every study they cite or I found showcases much superior and longer lasting results versus standard medication. They have FDA license. Their product offers much deeper"
X Link 2025-12-03T15:12Z 9619 followers, 1043 engagements

"A different type of post Everyone here knows that emotions can affect our investing decisions negatively. But what are the mechanisms that trigger this I had the same question and it was one of the subjects I studied to get my Masters. The answer is located in NeuroScience and Brain Chemistry Some of my findings 💡 Overconfidence bias is one of the most destructive for performance according to my research as it leads to excessive trading volume (over-trading) taking on too much risk holding losing positions for too long and selling profitable positions too early. This roots from how our"
X Link 2025-12-10T14:34Z 9620 followers, 10.1K engagements

"USA watchlist (mid-larger caps) $HROW - I am not vary familiar with Pharma stocks but after current dip I think it is worth digging deeper $DLO - Long term readers know I broke it down very early I am impressed with the execution from the CEO gonna take a second look. $TMDX - Still proud that I called out the short sellers got blocked and proved to be right below 100s it gets interesting. $APP - Would love to participate not at this valuation. $ISRG - Started to get interesting but not yet at my buy range XX% ROIC with around XX% Rev QnQ growth and a strong moat. Not bad for the large cap"
X Link 2025-10-15T13:47Z 9644 followers, 15.5K engagements

"Greek Banks have been monstrous performers $ALPHA.AT - XXX% YTD $OPTIMA.AT - XX% YTD $TREIR.AT - XX% YTD $ETE.AT - XX% YTD $EUROB.AT - XX% YTD 5y returns on most are on average XXX% never be biased against sectors First question that comes into mind is how sustainable is this I have X observations A. Greece is very likely to receive another credit rating upgrade within 2026 B. There are still far away from the levels they where before the major economic crash in 2010 levels we havent seen a full recover yet. Eurobank is one of $FFH.TO largest positions C. The returns have been mostly driver"
X Link 2025-11-14T20:43Z 9641 followers, 7999 engagements

"@Spike_1567 I think its a solid op as well check $FTAI as well you may like it as well"
X Link 2025-11-25T00:03Z 9644 followers, XXX engagements

"How will the military trade perform now Putting politics aside in its current states of the peace deal favours Russia mostly (we will see if it changes). Germany and France have already expressed their disapproval of the peace plans with the later expressing already interest to boost its military even further In my view this is a signal that EU finally needs to boost its military Autonomy But the main question is will EU leaders will act on this signal I am skeptical. Actions 💡 All military/associated stocks on the watch and especially ones located in the Baltics. Rebuild Ukraine basket can"
X Link 2025-11-26T14:02Z 9633 followers, 4380 engagements

"You dont cross these often Under 300mil Mc Gross 40%+ Net XX% EV/EBITDA of 12.5x Over XX% growth QnQ basis Very high Insider ownership No one here talks about it on X Feel free to guess but I seriously doubt someone will find it"
X Link 2025-11-28T15:16Z 9644 followers, 16.1K engagements

"@JonahLupton @meeijer @ScorpionFund I will donate one more ramen package as I suspect they need it after shorting tmdx"
X Link 2025-12-02T01:11Z 9640 followers, XXX engagements

"@InvestorMexican Which one"
X Link 2025-12-03T09:36Z 9622 followers, XXX engagements

"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"
X Link 2025-07-08T14:15Z 9645 followers, 23.6K engagements

"Top X positions for the Simeon Portfolio 📊 $CSU.TO - VMS $NXSN.TA - Drone Cameras $SOFW.TA - Medical Devices $ACP.WA - VMS $NVDA - Semi-conductors Full portfolio & updates will come after everyone reports Q2. Eager to learn your top X write it down 👇"
X Link 2025-08-19T13:17Z 9644 followers, 58.6K engagements

"So European stocks are bad performers Alrighty $ILYDA.AT - XXX% YTD $ACP.WA - XXX% YTD $SAAB.ST XXX% YTD $INT.ST - XXX% YTD $RHM.DE - XXX% YTD $LBW.WA - XXX% YTD $HAGHY - XXX% YTD $GREK was also the best performing country ETF with XX% YTD greek banks have performed fantastically over the last There is always a winner/market out there you just need to find it"
X Link 2025-09-15T14:30Z 9644 followers, 9894 engagements

"@SoJustFollowMe Yup yup you got your eyes into anything from Greece or are you strictly USA"
X Link 2025-11-14T21:35Z 9645 followers, XXX engagements

"Started a long on $FTAI at around $XXX and of course it jumps before building a full position. Really caught my interest when insiders bought aggressively and the selling pressure after a very solid q. The remarks in Montreal makes it more than a CFM56 story. Would love weakness below XXX to increase the size of my position"
X Link 2025-11-20T14:50Z 9644 followers, 6505 engagements

"@RobRutten6 SGN is much more direct bet on Poland but Asseco is solid too"
X Link 2025-11-27T11:29Z 9644 followers, XXX engagements

"$BWAY.TA $BWAY Brainsway Stats - MC 338m Gross XX% XX% Net Last X qs growing 26%+ Recurring revs have grown XX% YoY and reflect XX% of rev XX% client retention rate Book to Bill 1.3x (Nov) Majority of revenue USA (70%+) No debt. Value Proposition - Transcranial Magnetic Stimulation used to treat mental health problems and addictions this is one of the most effective way to help people struggling from multiple disorders every study they cite or I found showcases much superior and longer lasting results versus standard medication. They have FDA license. Their product offers much deeper"
X Link 2025-12-03T15:44Z 9644 followers, 2724 engagements

"As much as I adore turning rocks the best performing holdings this year were very evident they had a favourable rr in less than a hour of research. $NXSN.TA - Elite quality drone cameras positioned in a booming industry & huge geopolitical tailwinds while being ignored due to location. $ILYDA.AT - Completely underpriced when discovered while holding a monopoly over pharmacy software & positioned greatly to take advantage of a booming Greek economy via Rfs $HIMS - Scalability & Network effects with very high customer satisfaction metrics (bought before the tremendous hype here dont own"
X Link 2025-12-04T15:38Z 9644 followers, 5507 engagements

"Some updates ✅ A. Doing further work right now on the following names that I hold $FTAI $ILYDA.AT + Undisclosed Greek Name + Undisclosed Aussie Name B. Japan Watchlist is getting very large with many interesting names at very attractive valuations. Although my focus is not there yet it will be at some point in Q4. C. Working very hard on content for the other platform gonna be posting the first CEO interview very soon + Portfolio Holdings Excited for whats coming 🤝"
X Link 2025-12-08T14:47Z 9644 followers, 4497 engagements

"Some alpha for the $FFH.TO shareholders Eurolife insurance is advertising in Greece in the most expensive malls (I will get you pictures soon) they are targeting a wealthier audience $EUROB.AT According to talks I had with employees is doing very well stores filled with traffic as far I could observe in multiple stores this checks in with what they told me as well. Eurolife plans have a premium over other Greek competitors here but offers very good service insurance for bank cards is doing very well"
X Link 2025-12-11T19:32Z 9645 followers, 5222 engagements