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@SteadyCompound Avatar @SteadyCompound Thomas Chua

Thomas Chua posts on X about ai, business, ceo, $lulu the most. They currently have XXXXXX followers and 2696 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks finance technology brands fashion brands #2936 social networks travel destinations countries

Social topic influence ai, business #4687, ceo #1496, $lulu #92, turnaround #13, strong, transaction, applovin, meta, microsoft

Top accounts mentioned or mentioned by @jasonjh1319 @ifbpodcast @chininvestor @chickythink @irrationalmrkts @eugenengvcap @enigmack09 @valueinvestorac @tangshijun @boredcockroach @compoundingqtly @inpractise @investinassets @jrogrow @wolfofharcourt @thebenedictgoh @victorliew @thetranscript @vanillainvestor @jaspersaberi1

Top assets mentioned Lululemon Athletica Inc (LULU) Applovin Corporation (APP) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) Trade Desk, Inc. (TTD) ON Semiconductor, Corp. (ON) CAVA Group, Inc. (CAVA) Adobe, Inc. (ADBE) Klarna Group (KLAR)

Top Social Posts

Top posts by engagements in the last XX hours

"If your value hinges solely on transaction outcomes cutting corners seems logical. Yet we're not just transactional beings. In any community business included short-term hustles rarely yield lasting rewards"
X Link 2025-12-02T10:56Z 82.1K followers, 3022 engagements

"Q3 2025 Digital Ad Revenue Growth - AppLovin: +68% ($1.4B) - Reddit: +67.9% ($585M) - Meta: +26.2% ($51.2B) - Amazon: +23.5% ($17.7B) - Roku: +17.2% ($1.1B) - Pinterest: +16.8% ($1.0B) - Microsoft: +14.6% ($3.7B) - Google: +12.7% ($74.2B) - Snap: +9.8% ($1.5B) - Spotify: -XXX% (446M) Amazon and Meta are capturing significant market shares while growing over XX% at scale. Looking forward to Trade Desk's earnings and catching Jeff Green's take on the rivalry with Amazon DSP"
X Link 2025-11-06T12:00Z 82.1K followers, 8065 engagements

"Founder Mode vs Amsterdam Mode - Q3 2025 Booking: $50B gross bookings (+14%) Airbnb: $22.9B gross bookings (+14%) Even though Booking Holdings is 2x bigger they're growing at the same pace"
X Link 2025-11-09T10:58Z 82.1K followers, 24.2K engagements

"The irony: Chriss was being refreshingly transparent about the challenges. He's making the right long-term investments. But markets prefer optimism over honesty in the short term. Brutal reminder that CEO candor often gets punished before it gets rewarded"
X Link 2025-11-21T06:59Z 82.1K followers, 20K engagements

"The problems at Trade Desk has evolved from an internal one to an external one. Thoughts on $TTD vs Amazon DSP ($paywall):"
X Link 2025-11-21T12:56Z 82.1K followers, 3902 engagements

"Lululemon executive changes (effective immediately): - Celeste Burgoyne (President Americas) resigning Dec XX - Andr Maestrini promoted from EVP International to President & Chief Commercial Officer - New role consolidates all regions stores and digital under one leader Reading the tea leaves: consolidating leadership to apply international wins to struggling home market. Retention grant: $4M"
X Link 2025-11-21T23:47Z 82.1K followers, 14.5K engagements

"If you want to understand the AI infrastructure buildout and the stock market better follow me @SteadyCompound I analyze the business models and economics behind these trends:"
X Link 2025-11-23T02:59Z 82.1K followers, 1614 engagements

"Watch the full CNBC breakdown (well worth XX minutes): Best book on semiconductor geopolitics: Chip War by Chris Miller Black Friday deal:"
X Link 2025-11-23T02:59Z 82.1K followers, 1530 engagements

"Earlier this year everyone was a tariff expert. Today everyone's a TPU expert. Can't wait to see what we're all experts in next month"
X Link 2025-11-25T13:03Z 82.1K followers, 2742 engagements

"Fundsmith is on track for its 5th year of underperformance. In a recent interview Terry Smith explains the reasons whyand what he thinks is wrong with the market today. Key insights: 🧵"
X Link 2025-11-26T07:01Z 82.1K followers, 190.2K engagements

"Intellego looked like a dream stock: fast top line growth extreme profitability large insider holdings with buybacks. Then the CEO was arrested for fraud. Great breakdown on the red flags that were hiding in plain sight:"
X Link 2025-11-30T11:02Z 82.1K followers, 8773 engagements

"Trade Desk feeling the heat: "After years of immovable fees the company signaled it was willing to do a deal. Its the first time Ive seen The Trade Desk actually be willing to negotiate rates""
X Link 2025-12-04T11:34Z 82.1K followers, 2740 engagements

"CoreWeave reports XX% gross margins. But they exclude GPU depreciation from cost of goods sold. Include it and real gross margins were XX% last year. Add $19B in debt and falling GPU rental prices. this is a levered bet on the AI cycle continuing"
X Link 2025-12-09T10:58Z 82.1K followers, 5811 engagements

"@JProkap @siyul I've always wondered this. My guess is they do sampling through surveys"
X Link 2025-12-10T21:38Z 82.1K followers, XXX engagements

"@DO724 Tagging @chin_investor because he's a fan of Texas Roadhouse too"
X Link 2025-12-10T21:43Z 82.1K followers, XX engagements

"New Howard Marks memo just dropped: Is It a Bubble"
X Link 2025-12-10T04:58Z 82.1K followers, 11.7K engagements

""PayPal is not a credit organization. It's a payments company that issues credit to facilitate more payments." That's from PayPal's former Global Chief Credit Risk Officer. One line that explains a lot of the challenges facing their lending business. Here's what he revealed:"
X Link 2025-12-11T11:00Z 82.1K followers, 3605 engagements

"Lululemon announced a turnaround plan and the CEO's departure in the same quarter. He's getting $2.1M severance a $3.05M lump sum his full bonus and his equity keeps vesting. That's not quitting. That's being pushed out with a nice exit package. U.S. down 3%. China up 46%. Rest of World up 19%. The turnaround is now someone else's problem"
X Link 2025-12-11T23:33Z 82.1K followers, 3872 engagements

"One thing I learned: short-term and long-term BNPL are completely different businesses. Pay-in-four is almost a cash flow tool. Small tickets quick feedback loops low losses. Long-term (6-24 months) is real lending with different risk dynamics"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"On asset-light models: PayPal sells BNPL receivables to investors like KKR. The advance rate depends on portfolio risklower risk means better rates. This shifts risk but also shapes underwriting decisions"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"Benedict Evans' new presentation just dropped: "AI eats the world" XX slides on macro and strategic trends in tech. His biannual overview is always worth the time:"
X Link 2025-11-20T01:37Z 82.1K followers, 878.5K engagements

"Todd Combs resigned to join JPMorgan In Buffett's words: "Todd A. Combs. has resigned to accept an interesting and important job at JPMorgan""
X Link 2025-12-08T11:30Z 82.1K followers, 54.3K engagements

"Everyone's blaming Chipotle's XX% decline on Slop Bowls. The real threat Casual dining. A former Regional VP who ran XXX restaurants shared what management won't tell you:"
X Link 2025-12-09T11:52Z 82.1K followers, 153.7K engagements

"On Cava: Management points to Cava's slowdown as proof it's an industry problem. "See it's not us it's the industry." But internally They'd never accept that excuse from their own people"
X Link 2025-12-09T11:52Z 82.1K followers, 16.3K engagements

"The strategic gap is real. Brian Nicol invested in digital when it was 10-15% of sales and still called the "fax line." When COVID hit and digital spiked to XX% Chipotle was ready. That kind of forward thinking is now missing"
X Link 2025-12-09T11:52Z 82.1K followers, 12.8K engagements

"On CEO Scott Boatwright: He's a smart operator. But he's not always getting accurate information"
X Link 2025-12-09T11:52Z 82.1K followers, 13.6K engagements

"Chipotle's compensation model: mid-tier base salary but strong stock grants. That worked when grants doubled in value. Now they're shrinking. No bonuses for a year either. Competitors like Raising Cane's are poaching talent with higher base pay. The golden handcuffs have loosened"
X Link 2025-12-09T11:52Z 82.1K followers, 11.3K engagements

"Management's fix: add a third Limited Time Offer (seasonal menu items like chicken al pastor). The problem It's a one-year wonder. Next year they'll be comping three LTOs against three LTOs. And the sales bump might just be from the media spend not the food itself"
X Link 2025-12-09T11:52Z 82.1K followers, 9763 engagements

"SaaS companies are protecting 70-80% gross margins while AI-native competitors run at 35-40%but generate cash earlier because they have almost no human employees. Baker's view: "If you're trying to preserve an XX% gross margin structure you are guaranteeing you will not succeed in AI.""
X Link 2025-12-10T02:17Z 82.1K followers, 2368 engagements

"@DO724 You ran Texas Roadhouse That's awesome. Studied the business quite a bit and I absolutely love it. I agree hope Chipotle doesn't cave to Wall Street and implement short term measures to remedy it's challenges"
X Link 2025-12-10T21:36Z 82.1K followers, XXX engagements

"$ADBE Q4 FY2025 Revenue $6.19B (+10% YoY) EPS $XXXX (+17% YoY) OCF $3.16B Total ARR exited at $25.2B (+11.5% YoY) FY2026 guide: Revenue $25.926.1B (9% growth) EPS $17.9018.10"
X Link 2025-12-10T22:09Z 82.1K followers, 3755 engagements

"Interesting difference in how BNPL is presented: Klarna and Affirm get upfront merchant presentment and charge merchants for it. PayPal's BNPL sits behind the checkout buttoncustomers choose it from their wallet after selecting PayPal"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"One advantage PayPal has: customer data. They see spending across merchants bank accounts and cards. For existing customers this means better risk assessment and higher approval rates"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"Chipotle's average check: $XX Chili's: $XX The old advantage was no tipping. But Chipotle has embedded tipping into card readers making it almost impossible not to tip. That $X gap with casual dining has nearly disappeared"
X Link 2025-12-09T11:52Z 82.1K followers, 16.9K engagements

"Remember the viral portion size complaints Here's why. Chipotle's throughput model was built in 2013 for busy urban stores with lines out the door. The problem: only XX% of locations actually need that intensity. The other XX% are optimizing for a problem they don't have"
X Link 2025-12-09T11:52Z 82.1K followers, 15.5K engagements

"Employees are audited via cameras and penalized for leaving positionseven for XX seconds to clean a table or help the digital line. Result: dirty dining rooms inaccurate orders inconsistent portions"
X Link 2025-12-09T11:52Z 82.1K followers, 14.2K engagements

"Chipotle is running a 2013 playbook in 2025. Back then: fewer restaurants urban-focused lines out the door. Today: 3700 locations XX% digital suburban sprawl. They have strong operators. What they're missing is a strategist"
X Link 2025-12-09T11:52Z 82.1K followers, 8465 engagements

"If this was useful I share breakdowns like this regularly. Follow me @steadycompound Join 11000+ investors in my free newsletter:"
X Link 2025-12-09T11:52Z 82.1K followers, 8831 engagements

"Just finished Gavin Baker's latest interview with Patrick O'Shaughnessy. It's one of the most insight-dense conversations on AI infrastructure economics I've encountered. Key insights that matter for investors 🧵"
X Link 2025-12-10T02:17Z 82.1K followers, 53.9K engagements

"At a payments company most investment goes toward expanding the network. Running credit well requires different capabilities: underwriting line management pricing collections. These often get less focus"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"Why does long-term BNPL carry more risk You won't know early on if the customer can pay. It may take 6-12 months to find out. If underwriting is off you're stuck with a portfolio that takes much longer to fix"
X Link 2025-12-11T11:00Z 82.1K followers, XXX engagements

"Lululemon CEO resigning. Wrote about the problems facing the company:"
X Link 2025-12-11T23:09Z 82.1K followers, 2546 engagements

"Lululemon's turnaround plan in three parts: X. Product - raise new styles from XX% to 35%. Speed lanes to chase winners in 6-8 weeks. X. Activation - better curation membership Amex partnership.hether the new leadership can execute the fix is the open question. X. Efficiency - rework distribution network to offset tariffs"
X Link 2025-12-11T23:33Z 82.1K followers, XXX engagements