@SwissTPortfolio SwissTransparentPortfolio
SwissTransparentPortfolio posts on X about sleep, $psix, ai, $duol the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -30%
- [--] Month [------] -80%
- [--] Months [-------] -7.40%
- [--] Year [-------] +10,529%
Mentions: [--] #
- [--] Week [--] +75%
- [--] Month [--] +86%
- [--] Months [---] -30%
- [--] Year [---] +932%
Followers: [---] #
- [--] Week [---] +3.30%
- [--] Month [---] +8.80%
- [--] Months [---] +74%
- [--] Year [---] +1,185%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 46.08% finance 25.49% technology brands 21.57% cryptocurrencies 7.84% automotive brands 3.92% countries 3.92% social networks 2.94% musicians 0.98% celebrities 0.98% luxury brands 0.98%
Social topic influence sleep #3033, $psix 14.71%, ai 14.71%, $duol #52, in the 11.76%, $hims 8.82%, $amzn 7.84%, we are 6.86%, link 6.86%, $cat 5.88%
Top accounts mentioned or mentioned by @wealthyreadings @mindset4moneyx @alc2022 @joecarlsonshow @realroseceline @pronkdaniel @unusualwhales @supbagholder @himshouse @couchinvestor @asymmetrix12 @selfheavenly_ @lowalphahighvol
Top assets mentioned Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) CatCoin (CAT) Netflix Inc (NFLX) IES Holdings, Inc. Common Stock (IESC) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) NVIDIA Corp. (NVDA) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) GE Vernova Inc. (GEV) Reddit, Inc. (RDDT) Taiwan Semiconductor (TSM) S&P Global Inc (SPGI) West Pharmaceutical Services Inc. (WST) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) General Electric Company (GE) T-Mobile (TMUS) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"🦉New Deep Dive: Duolingo $DUOL Q2 [----] Earnings Preview. Link in bio. The Netflix moment might be closer than you think. What to watch on August [--] 👇 Read the full preview plus our updated Excel model inside. Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-30T06:42Z [---] followers, 13.2K engagements
"Wonderful winter weekend to keep an eye on the valuation of the 30+ beautiful businesses in the US. Businesses with ample moats that also potentially can give opportunities to the informed investor. From the "Premium Priced" momentum of Costco $COST and Palantir $PLTR to the "Attractively Priced" compounding engines we are tracking the market is offering a fascinating mix of risk and potential. Get inside and get your report every month. Link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2015108194251559149 https://twitter.com/i/web/status/2015108194251559149"
X Link 2026-01-24T17:03Z [---] followers, 11.3K engagements
"Wonderful economics for hyperscalers integrators and the broader economy. $CAT $GEV $PSIX 👀 Read our latest piece to deep dive into the wonderful names receiving this CAPEX. Read us. Join us. Sleep well. ✨"
X Link 2026-02-06T11:54Z [---] followers, [---] engagements
"People sell for all kinds of reasons but they buy for just one (or two). $RDDT 👀 $RDDT is becoming a rather interesting situation: 70% revenue growth paired with a valuation reset to 22x forward FCF. Definitely one to watch closely. Read us. Join us. Sleep well. ✨ https://t.co/GEIZr8iXSs $RDDT is becoming a rather interesting situation: 70% revenue growth paired with a valuation reset to 22x forward FCF. Definitely one to watch closely. Read us. Join us. Sleep well. ✨ https://t.co/GEIZr8iXSs"
X Link 2026-02-14T12:01Z [---] followers, [---] engagements
"🚨 Trading Alert: We are building a new position in a 4x P/E service revenue compounder. It is growing earnings 180%+ and expanding margins in just [--] months. The market still does not believe the new management sons of the founder who previously led an over-levered lumpy project shop with a volatile legacy collection. Since [----] however the business is transforming into a disciplined recurring-revenue machine under a beautifully precise generational handover. Link in bio. Read us. Join us. Sleep well. ✨"
X Link 2026-01-08T01:04Z [---] followers, 86.9K engagements
"Excellent snow Sunday to ski then read our updated thoughts and model on $PSIX. Will the next Q4 Earnings call signal a new beautiful spring for $PSIX Link in bio. Read us. Join us. Sleep well. ✨"
X Link 2026-01-11T09:01Z [---] followers, 15.2K engagements
"At todays price you are risking dilution on $109 while the upside can reach $346. A small controlled risk for a wonderful lunch cashback or two. We break down the mechanics the risks and how these elegant Special Situations actually work. Read us. Join us. Sleep well. ✨"
X Link 2026-01-21T22:23Z [---] followers, 89.1K engagements
"$ASML Q4 earnings go live tomorrow and the anticipation is beautiful. With $TSM just hiking [----] capex to a massive $52-56B (up from $40.9B in 2025) the market is laser-focused on bookings mirroring this AI-driven optimism. While staying more bullish than last month is a high bar check our Swiss Portfolio to see our latest moves our updated full models and exactly what we are planning to do next. Decades of engineering depth materials expertise production know-how and iterative learning are not assets that can be copied-pasted and scaled overnight. Read us. Join us. Sleep well. ✨"
X Link 2026-01-27T16:49Z [---] followers, [---] engagements
"A quiet addition to the Swiss Portfolio is already doing its job. +20% in a week after trading at abnormally depressed levels and the turnaround thesis we described seems to be playing out. This is the sweet spot: ugly headline improving numbers new management executing while the market is still asleep. Follow us if you want to track wonderful small/mid/large caps alongside elegant special situations like this one. The opportunity isnt gone its just getting started. Full article + Excel template 👇 Read us. Join us. Sleep well. ✨ 🚨 Trading Alert: We are building a new position in a 4x P/E"
X Link 2026-01-29T15:13Z [---] followers, [---] engagements
"Congrats to those following this trade beautifully. The final results show the offer was oversubscribed by over 16x. Our wonderful members get paid +8x our modest fee for this insight alone. Learn how these elegant Special Situations work 👇 Secure your access before our price adjusts beautifully. Knowledge worth your time. +14% YTD +38% YoY +24% CAGR (5yr). Read us. Join us. Sleep well. ✨ At todays price you are risking dilution on $109 while the upside can reach $346. A small controlled risk for a wonderful lunch cashback or two. We break down the mechanics the risks and how these elegant"
X Link 2026-01-30T07:05Z [---] followers, [---] engagements
"$GE orders +74% and $CAT P&E sales +23% confirm the sector is compounding beautifully. But while peers trade at premium multiples $PSIX captures the same demand wave at a rational valuation with a conservative Q4 bar that reflects the management prudence we like. Read our latest thoughts on PSIX ahead earnings. Read us. Join us. Sleep well. ✨ Excellent snow Sunday to ski then read our updated thoughts and model on $PSIX. Will the next Q4 Earnings call signal a new beautiful spring for $PSIX Link in bio. Read us. Join us. Sleep well. ✨ https://t.co/yaaPgZ98nC Excellent snow Sunday to ski then"
X Link 2026-01-30T17:57Z [---] followers, [---] engagements
"It is beautifully mind-blowing that $ASML machines create controlled energy supernovas [-----] times per second. This brilliant Veritasium clip highlights why decades of research engineering depth materials expertise and production know-how cannot be copied-pasted overnight. That defines the ultimate beautiful moat. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2017545448232235049 https://twitter.com/i/web/status/2017545448232235049"
X Link 2026-01-31T10:28Z [---] followers, [---] engagements
"The world is short on power. The giants like $GEV and $CAT are full their order books stretching deep into the back half of the decade. $PSIX is the Capacity-Extension Partner growing at a clip that matches this industrial fever yet trading at a fraction of the valuation. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2018446579624181955 https://twitter.com/i/web/status/2018446579624181955"
X Link 2026-02-02T22:09Z [---] followers, 13.1K engagements
"New special situation going live tomorrow. The beauty Youre not paying for the upside. Youre buying what's left of the cash and getting the rest of the story for free. Ultimately the window to capture this potential double-digit spread closes in months. Learn how these special situations work before the math catches up. Read us. Join us. Sleep well. ✨"
X Link 2026-02-04T19:38Z [---] followers, [---] engagements
"$DUOL Not bad for an AI-eaten company. The hiring numbers tell a slightly different story 🤣 Read us. Join us. Sleep well. ✨"
X Link 2026-02-05T20:44Z [---] followers, [---] engagements
"The narrative for $DUOL bears looks wonderful today especially with $TMUS launching network-level AI translation. But ultimately the market seems to be confusing a utility tool with an educational destination. Weve all been there: you try the app you leave you come back. Constant back and forth. Yet somehow you end up more attached than ever because you simply refuse to break that streak. Imho thats the moat barely detectable a beautiful form of human-psychology stickiness. Last weekend I met [--] old friends. I was the only one not believing these wonderful AI tools can truly compete with"
X Link 2026-02-11T18:14Z [---] followers, [----] engagements
"Given the historic performance Bad Bunny just delivered during the Super Bowl halftime buzz and the $NVO lawsuit drama few will be talking about $HIMS spot Rich People Live Longer". No doubt some analyzed risks are starting to materialize. Growth without GLP-1 tailwinds still needs to be proven meaning the thesis deserves reassessment and the risk of seeing even lower lows remains real. That said watch the ad and think long-term: does a service like this make sense and what would you personally pay for it alongside services like $GOOGL $AMZN $NFLX $SPOT or $UBER Imho the key question is"
X Link 2026-02-09T18:45Z [---] followers, [---] engagements
"Some businesses missions just make sense of life not just sound beautiful to investors. And that attracts talent too. $DUOL. Read us. Join us. Sleep well. ✨ Concerning to see this guy commit professional suicide like this Concerning to see this guy commit professional suicide like this"
X Link 2026-02-13T22:02Z [---] followers, [---] engagements
"$RDDT is becoming a rather interesting situation: 70% revenue growth paired with a valuation reset to 22x forward FCF. Definitely one to watch closely. Read us. Join us. Sleep well. ✨"
X Link 2026-02-13T13:10Z [---] followers, [----] engagements
"While the crowd focuses on depreciating assets like roses today we focus on the math: +16% YTD and outperforming the market by 2.5x YoY. Happy Valentines Day ❤ We are about to release a Swiss Portfolio update that reveals exactly where our money is: [--] concentrated bets no diworsification. If you want to give your net worth a real gift get in now. Subscribe link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2022682720371896326 https://twitter.com/i/web/status/2022682720371896326"
X Link 2026-02-14T14:41Z [---] followers, [---] engagements
"Luis von Ahn CAPTCHA creator $DUOL Duolingo co-founder and Professor of Computer Science at CMU is well known for ignoring Wall Street noise. Hes not managing quarterly optics hes building for decades. While markets panic about AI Duolingo is leaning into it. Management believes AI will soon materially improve learning outcomes. The team shows an $AMZN Amazon-like obsession with testing and iteration doubling course offerings in under a year launching fast-growing products like Chess and planning a push into K-12 science and other courses. This isnt a company threatened by AI. Its a"
X Link 2026-02-15T19:28Z [---] followers, [---] engagements
"$DUOL In the short term the market is a voting machine. Skaruppa departs. We liked him a good guy with a nice smile but ultimately we are long Luis. Sentiment wobbles around the teaching better trade-offs yet the irony is rich: the market votes fear while Duolingo compounds 30% DAU at 20x FCF for 30%+ growth. Whether growth cools or quality improves the weighing machine will arrive like a Swiss train: inevitable. A wonderful setup if you believe AI is a tailwind. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2010781367232327693"
X Link 2026-01-12T18:30Z [---] followers, 13.6K engagements
"$CAT earnings on the 29th. Citigroup just raised its PT to $710 projecting data centerrelated sales of $15.5B by [----] (vs $11B prior) helped by surging demand for gas turbines and power systems used in AI data centers. One to watch for $PSIX investors 👀 Read us. Join us. Sleep well.✨ https://twitter.com/i/web/status/2011579677710626940 https://twitter.com/i/web/status/2011579677710626940"
X Link 2026-01-14T23:22Z [---] followers, [---] engagements
"Our next $HIMS post goes live in a few hours. We revisit the peptides debate and re-run our bear base and bull cases incorporating the latest on regulation data and earnings power. Worth your time. In the meantime we strongly recommend revisiting our brand-new Swiss Portfolio update now +16% YTD +42% YoY and 26% CAGR over the last five years. Link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2011955737841357162 https://twitter.com/i/web/status/2011955737841357162"
X Link 2026-01-16T00:16Z [---] followers, 90.4K engagements
"@WealthyReadings @Mindset4Money_X $NFLX $SPOT the fears are in fact structurally similar. In the short term the market is a voting machine. The real mistake would be being 70% wrong on fundamentals imho"
X Link 2026-01-16T18:22Z [---] followers, [---] engagements
"$DUOL Even Oscar knows the price action is the result of the Market voting machine. Better act now folks 🤣 Read us. Join us. Sleep well. ✨"
X Link 2026-01-16T19:42Z [---] followers, [---] engagements
"@WealthyReadings @Mindset4Money_X $NFLX $SPOT the fears are in fact structurally very similar. In the short term the market is a voting machine. The real mistake would be being 70% wrong on fundamentals"
X Link 2026-01-16T19:42Z [---] followers, [---] engagements
"$HIMS is a very emotional name heavily discussed highly polarized much like $DUOL. And thats exactly where opportunities tend to emerge. Thats why this piece matters: to cut through the noise with updated financials and valuation models and to understand what great businesses with real potential are actually worth so youre ready when price enters your scope. Read us. Join us. Sleep well. ✨ Our next $HIMS post goes live in a few hours. We revisit the peptides debate and re-run our bear base and bull cases incorporating the latest on regulation data and earnings power. Worth your time. In the"
X Link 2026-01-17T16:36Z [---] followers, [---] engagements
"The irony is rich: investors fight for single-digit annualized returns while this setup delivers it in cash upfront with the rest thrown in for free. The business is gone. The balance sheet remains. Going live tomorrow. Link in bio. Learn how elegant Special Situations actually work. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2013399025030992328 https://twitter.com/i/web/status/2013399025030992328"
X Link 2026-01-19T23:51Z [---] followers, 13.6K engagements
"Check out my deep dive on $HIMS. A 100x stock: Hims & Hers. Following COSTCOs recipe in HealthCare. https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1&utm_medium=ios https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1&utm_medium=ios"
X Link 2025-01-13T08:29Z [---] followers, [----] engagements
"@PronkDaniel With over 10% returns on capital pioneers in e-commerce advertising and AWS (among other businesses) where Jassy has been instrumentalIm pretty confident AI investment will drive the next wave decade (or 2) of earnings"
X Link 2025-02-06T23:26Z [---] followers, [---] engagements
"🚀Chiplets: The Future of Semiconductor Design Ive been seeing the word chiplet everywhere. Companies like $AMD & $NVDA are betting BIG on them. But what are chiplets why are they a game-changer The more I read the + I realize this isnt just another industry trend.🧵👇"
X Link 2025-03-08T13:37Z [---] followers, [---] engagements
"🛌 Sleep Well for Decades: S&P Global $SPGI 💎 The "Swiss Army Knife of Financial Markets 💎 A moat-protected with steady growth & competitive advantages. Not cheap but a rock-solid buy-and-hold 🔗 Share & retweet to support these deep dives 🙏🚀 https://open.substack.com/pub/swisstransparentportfolio/p/sleep-well-for-decades-s-and-p-globalutm_campaign=post&utm_medium=web https://open.substack.com/pub/swisstransparentportfolio/p/sleep-well-for-decades-s-and-p-globalutm_campaign=post&utm_medium=web"
X Link 2025-03-14T11:29Z [---] followers, [----] engagements
"Amazon wants to go from 2-day shipping to 2-second dance videos. $AMZN just bid to buy TikTok as the April [--] U.S. ban deadline looms. I really hope it goes through. I can already see myself buying Amazon products straight from TikTok thirst traps 🥲 The opportunities for shopping are now limitless I hope it goes through $AMZN Amazon x TikTok 🤝 https://t.co/jwmWVgvhsG The opportunities for shopping are now limitless I hope it goes through $AMZN Amazon x TikTok 🤝 https://t.co/jwmWVgvhsG"
X Link 2025-04-02T19:20Z [---] followers, [---] engagements
"@alc2022 Thoughts prayers and a candle lit at the Church of St. Lisa Su. May the holy chips rise again on the next earnings call 🤣😁"
X Link 2025-04-11T12:11Z [---] followers, [----] engagements
"@unusual_whales Ray Dalio wakes up worried. And thats bullish. The man is long stability. If hes anxious the systems working. When he stops posting about paradigm shifts and debt cycles Thats when you panic 🤣"
X Link 2025-04-14T11:02Z [---] followers, [----] engagements
"📈 $ASML reports tomorrow. Monopoly economics geopolitical tailwinds big buybacks and a rare 23x NTM P/E. If I had to bet Id bet strong. Read my Quick Thoughts here 👇 https://open.substack.com/pub/swisstransparentportfolio/p/asml-quick-thoughtsutm_campaign=post&utm_medium=web https://open.substack.com/pub/swisstransparentportfolio/p/asml-quick-thoughtsutm_campaign=post&utm_medium=web"
X Link 2025-04-15T10:29Z [---] followers, [---] engagements
"$IESC is up 8% today: Revs up 18% YoY 📈 - Comms +41% Infra +55% C&I +29% : all flying 🚀 - Residential -6% as U.S. housing cools 🧊 Data center tailwinds housing headwinds. Check out my deep dive on $IESC a Hidden AI Infrastructure Play. https://t.co/u6g9WFLoi3 Check out my deep dive on $IESC a Hidden AI Infrastructure Play. https://t.co/u6g9WFLoi3"
X Link 2025-05-02T15:02Z [---] followers, [---] engagements
"$HIMS has 30% short interest. One decent earnings or a GLP-1 headline and this thing could ignite. Earnings Monday. Bring popcorn"
X Link 2025-05-03T19:14Z [---] followers, [----] engagements
"Bill Gates just took a position in $WST. Why Mission-critical moat GLP-1 tailwinds and a reloading pharma supply chain. A quiet compounder where you're paying a Bentley price for a Rolls-Royce business. Deep dive below.👇 https://open.substack.com/pub/swisstransparentportfolio/p/west-pharmaceutical-services-wstr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/swisstransparentportfolio/p/west-pharmaceutical-services-wstr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-05-22T19:55Z [---] followers, [---] engagements
"Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨"
X Link 2025-06-08T08:55Z [---] followers, [----] engagements
"96% earnings growth. 77% margins. 5.5%+ yield. Zero debt. Founder-led. One of my best-performing holdings since [----] and I think its still early. Full deep dive now live🚀 Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨ Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨"
X Link 2025-06-09T13:23Z [---] followers, [----] engagements
"Switzerland has reentered the 0%-rate era. That hits different when youre looking at a Swiss compounder growing [----] earnings at 34% CAGR revenue up 24% 52%+ op. margin founder-led (22% stake) trading below peers and riding powerful structural tailwinds. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding awaits. 📈✨"
X Link 2025-06-21T05:54Z [---] followers, 17.5K engagements
"The stock market isnt made for pessimists. But its not for blind optimists either. Investing keeps teaching me how important it is to find the right balance (and stomach) to be in the right spot at the right time. A skill for markets and for life. Financial safety family love. Fun way to learn. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding awaits. 📈✨"
X Link 2025-06-23T08:46Z [---] followers, [---] engagements
"$GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the Robotaxi Wars Heres my read 👇"
X Link 2025-06-25T14:33Z [---] followers, [---] engagements
"Switzerland has reentered the 0%-rate era. That hits different when youre looking at a Swiss compounder growing [----] earnings at 34% CAGR revenue up 24% 52%+ op. margin founder-led (22% stake) trading below peers and riding powerful structural tailwinds. Heres my read 👇"
X Link 2025-06-26T11:27Z [---] followers, 39K engagements
"$NKE reports after the bell. Estimates: 🟢$10.7B rev (-14.9%) 🟢$0.12 EPS (-87.9%). Stock down 34% YoY. Margins tight. China soft. Inventory risk. Big moment for Nike. Keeping an eye on tariff effects too👀 Read it. Join us. Compounding awaits. 📈✨"
X Link 2025-06-26T16:54Z [---] followers, [---] engagements
"Funny how the AI bear case $GOOGL just became OpenAIs chip & cloud supplier 🤣 Shifting away from relying on backer $MSFT s data centers and a cheaper alternative to $NVDA s GPUs. $GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the Robotaxi Wars Heres my read 👇 https://t.co/03V3mYD4DR $GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the"
X Link 2025-06-29T16:07Z [---] followers, [---] engagements
"Zurich Airport. Surrounded by lakes rivers glaciers and endless rain 🤣 Still [--] CHF for a bottle of water. Thats not pricing power thats Swiss power. 💧 Stay hydrated stay compounding. (Beautiful bottle though 🤌)"
X Link 2025-07-03T14:37Z [---] followers, [---] engagements
"Time to sell in [----] Dont think so. +57% vs $SPXs +13%. In markets nothing is impossible. $ASML on [----] is our first AI thermometer 🧠⚡ Stay tuned for earnings quick thoughts deep dives & more tax-efficient Swiss compounding content coming very soon. Read it. Join us. Sleep well. 📈✨"
X Link 2025-07-08T17:58Z [---] followers, 14.2K engagements
"The $TFG deep dive is live. Link in bio to read it for free. Want exposure to the next crypto hysteria without touching a token Just look at what happened with $CRCL. Might be worth putting this one on your radar 👀 Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-10T11:30Z [---] followers, [----] engagements
"I've been positioned in the AI & datacenter surge before the race began. Now comes the tracking phase: next week $ASML (core holding) and $TSMC report earnings that could redefine what priced in really means. 👀 Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-12T09:30Z [---] followers, [---] engagements
"Monthly portfolio update drops tomorrow. Curious which names are powering Swiss Portfolios +54.5% YoY return Youll want to see this. 👀 Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-12T17:27Z [---] followers, 21.7K engagements
"Bitcoin just hit $118000. Is this how the next crypto hysteria starts Looking for exposure without touching a token Dont miss our $TFG/Ripple thesis. Swiss Portfolio update drops later today 👀 Take advantage of the limited-time offer in todays portfolio update to join as a member and unlock full access to: ✅ Swiss Portfolio positions + monthly allocation updates ✅ At least [--] high-conviction deep dive every month ✅ Downloadable financial models to follow and stress-test each thesis ✅ Live idea tracking once they spike plus an S&P tracking template ✅ Exclusive Swiss-based insights on investing"
X Link 2025-07-13T09:40Z [---] followers, [---] engagements
"Monthly portfolio update is live. Curious which names are powering Swiss Portfolios +54.5% YoY return You want to see this 👀 Have a great Sunday ;) Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-13T16:20Z [---] followers, 29.1K engagements
"$NFLX delivered a very solid Q2. EPS and revenue beat. $2.2B in free cash flow. Q3 revenue guidance hiked to +17.3%. No sub count just continued growth in members. The engines running strong easy hold. Read it. Join us. Sleep well. 📈✨ $NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x since Ackman sold. Read the Q2 earnings preview now for free. Might be the most watched call this season. 👀 Read us. Join us. Sleep well. 📈✨ https://t.co/m6Bqb8uXWt $NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x"
X Link 2025-07-17T20:21Z [---] followers, [---] engagements
"$PSIX is up +167% since our deep dive on March [--]. Not bad for a boring engine maker. No AI hype. Just engines earnings and early positioning. But now comes the hard part: hold trim or run 🚨 Model Recalculating After a 2.5-Bagger goes live in a few hours. Subscribe to get it straight in your inbox. Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-22T23:20Z [---] followers, [---] engagements
"Para nuestros lectores hispanohablantes tambin creemos merece la pena seguirla de cerca: $PSIX acaba de hacer un 2.5-bagger en tan solo [--] meses. Nuestra tesis inicial madur bien pero ahora toca rehacer los nmeros (y te van a sorprender). 🚨 Modelo Recalculado tras un 2.5-Bagger ya est disponible link en bio. Mantener recortar o salir Suscrbete para recibirlo directo en tu correo"
X Link 2025-07-23T09:57Z [---] followers, 34.8K engagements
"🚨 New ATH for Swiss Portfolio: +70% No crypto-bio-space-AI moonshots. Just early positioning deep analysis & Swiss-level common sense to catch Mr. Markets discounts. We surgically trimmed [--] positions and added [--] new name today full Portfolio update dropping very soon. Read us. Join us. Sleep well. 📈✨ New tool 🚨 Just released a free Excel tracker to measure your portfolio vs the S&P500. Performance without process is just luck. And luck rarely scales. We also added commentary on [--] funds we follow closely: Fundsmith and Turtle Creek (youll want to see the latters numbers"
X Link 2025-07-25T16:01Z [---] followers, [---] engagements
"🚨 New Portfolio Update just dropped. Curious whats driving Swiss Portfolios +70% YoY 👀 We trimmed [--] rocket winners & added a 4.53% high-conviction bet. No bio-crypto-space moonshots just real profits & valuation discipline. Have a great Sunday 😉 Read us. Join us. Sleep well. 📈✨"
X Link 2025-07-27T06:25Z [---] followers, [----] engagements
"Very interesting data We already mentioned it imho $AMZN Amazon is one of the best-positioned companies to benefit from AI commoditization: unmatched ad-to-cart conversion efficiency (organic ad conversion) the largest robotic workforce (not Tesla yet) and a $2.4T company that still operates with a Day [--] startup mindset. Just an Amazing Business to own its in our portfolio for a reason. Read us. Join us. Sleep well. 📈✨ Amazon $AMZN removed all Google $GOOGL Shopping ads globally for [--] hours Between July [--] and [--] [----] Amazon suddenly pulled all its Google Shopping ads in major markets."
X Link 2025-07-27T17:45Z [---] followers, [---] engagements
"$IESC Q2: Quiet Compounder Loud Results 🔧📈 Another excellent quarter from $IESC. - Adj. EPS up +40% YoY driven by strength in data center demand and continued operating leverage. - Management reaffirmed FY guidance keeping us on track for $310M in earnings. - That puts the stock at just 23x trailing still healthy for a company growing earnings at this pace. Keeps compounding in Swiss Portfolio"
X Link 2025-08-01T22:10Z [---] followers, [---] engagements
"Want to track the Swiss Portfolio compounding at +80% YoY and +30% CAGR over the last [--] years All while getting deep dives Special Situations and Odd-Lot plays that make our small annual fee +10x worth it Join this year and lock in a lifetime membership. This isnt lottery investing. Its financial chess ♟ Small fee. Asymmetric upside. Subscribe and see what smart capital looks like.👇 🧠 Recent Track Record: $HIMS: +114% (13.1) $IESC: +45% (9.2) $PSIX: +197% (5.3) $SPGI: +15% (14.3) $WST: +14% (22.5) SGX: $BBW: -2% (9.6) SWX: $SQN: +21% (26.6) $TFG:AS +6% (10.7) $DUOL: 0% (30.7) Read us. Join"
X Link 2025-08-06T06:56Z [---] followers, [---] engagements
"We love adding value to this community Duolingo fans deep dive lovers and +80% YoY enjoyers 📈 🚨Were adding to an existing high-conviction name once markets open today. Want to know which one Become a member for less than a dinner 🍝 and unlock real equity research and high quality content. Share if you find value ;) Link in bio. Read us. Join us. Sleep well. ✨"
X Link 2025-08-07T11:24Z [---] followers, [---] engagements
"🚨 [--] New Additions to the Swiss Portfolio One just surged +30% after earnings. The other dipped -20%. We acted on both. See what we bought why we bought it and how much were allocating"
X Link 2025-08-07T18:19Z [---] followers, [---] engagements
"🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model drops tomorrow. Subscribe now and see it before the market wakes up.😴"
X Link 2025-08-13T19:54Z [---] followers, [----] engagements
"🚨 New deep dive: $SEZL a fintech off -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model live now. Subscribe now and see it before the market wakes up 😴 Link in bio.👈 🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model drops tomorrow. Subscribe now and see it before the market wakes up.😴 https://t.co/XbZEcWExZk 🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading"
X Link 2025-08-14T06:23Z [---] followers, [----] engagements
"Great hiring insight 👀👇We see $PSIX still cheap too especially in the $80s. Volatility may linger with Weichais 1.15M share sale (2/3 done). But whoever bought that block surely sees the same potential. Read us. Join us. Sleep well.✨ $PSIX hiring only accelerating much like their revenue growth. Im imaging the new facility has allowed them to ramp up capacity significantly for the power solution systems. As much as I look for new names to buy I keep coming back to this one as the cheapest one with hyper https://t.co/ulJLneBJc0 $PSIX hiring only accelerating much like their revenue growth."
X Link 2025-08-26T17:39Z [---] followers, [----] engagements
"@alc2022 75% agree. $SPOT currently has competition under control but its always a potential risk"
X Link 2025-01-09T12:41Z [---] followers, [----] engagements
"$AMZN 4Q2024 AWS's growth is remarkable given its massive size $107.6B: - AWS: $28.8B revenue (+19% YoY)💪"
X Link 2025-02-06T22:29Z [---] followers, [---] engagements
"$KNSL Kinsale Capital Group Inc. Reports [----] Fourth Quarter and Year-End Results https://ir.kinsalecapitalgroup.com/news/news-details/2025/Kinsale-Capital-Group-Inc.-Reports-2024-Fourth-Quarter-and-Year-End-Results/default.aspx https://ir.kinsalecapitalgroup.com/news/news-details/2025/Kinsale-Capital-Group-Inc.-Reports-2024-Fourth-Quarter-and-Year-End-Results/default.aspx"
X Link 2025-02-13T21:14Z [---] followers, [---] engagements
"If you havent checked it yet Read my deep dive on why $PSIX could represent an interesting opportunity ahead its earnings next week 🚀👇 📖 Unlocking the Power of AI: Power Solutions International Inc. ($PSIX) Follow for updates & support me 🚀 https://open.substack.com/pub/swisstransparentportfolio/p/power-solutions-international-incr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/swisstransparentportfolio/p/power-solutions-international-incr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-03-05T15:28Z [---] followers, 70K engagements
"🚀 The market is pricing $PSIX for just 14% EPS growth to achieve a 15% return way off inmho 🚀 Earnings next week 👀 This assumption looks wildly conservative. Thanks @joecarlsonshow for the perfect-easy tool 🔥📊 📖 Deep dive: https://swisstransparentportfolio.substack.com/p/power-solutions-international-incr https://swisstransparentportfolio.substack.com/p/power-solutions-international-incr"
X Link 2025-03-09T09:04Z [---] followers, [---] engagements
"$IESC one of the things I appreciate most about this company is its "independence": no analyst consensus no earnings calls no guidance. You're on your own"
X Link 2025-03-11T16:45Z [---] followers, [---] engagements
"📉 Europe's chip supply chain is under stress. Demand is dropping fast in two of its key markets: automotive and industrial electronics. That's a double blow for major players and smaller suppliers alike"
X Link 2025-03-27T18:42Z [---] followers, [--] engagements
"🧾 Recent earnings from $NXPI (NXP) $IFX.DE (Infineon) and $STM (STMicroelectronics) confirm it: Order books are thinning. Backlogs are shrinking. Margins are getting tighter"
X Link 2025-03-27T18:42Z [---] followers, [--] engagements
"@SupBagholder Waymo in 2021: Just a pilot. Waymo in 2025: 200000+ paid rides a week. Quietly becoming Alphabets most underrated growth engine and it doesnt even have a driver yet 😂"
X Link 2025-03-29T17:15Z [---] followers, [----] engagements
"@realroseceline Good point & Totally agree headlines completely miss the real story. That said $GOOGL's operating income still grew +20% YoY. Not bad at all for an 18x NTM P/E juggernaut"
X Link 2025-04-25T18:03Z [---] followers, [----] engagements
"@realroseceline 8.9% yoy doesnt seem unusually low imho. Theyve been tightening up on efficiency since 2023"
X Link 2025-04-25T18:38Z [---] followers, [---] engagements
"$HIMS popping off today with a juicy short squeeze shorts sweating with 33% of float on fire. More fireworks likely tomorrow as the Fed holds rates. With $HIMS volatility isnt noise its part of the vibe. We are in a short squeeze according to Grok $HIMS We are in a short squeeze according to Grok $HIMS"
X Link 2025-05-06T15:57Z [---] followers, [---] engagements
"@himshouse If this $HIMS pill actually works as promised forget weight loss this should be priced like a personality transplant 😂"
X Link 2025-05-18T22:31Z [---] followers, [---] engagements
"Totally A 100x stock: Hims & Hers. Following COSTCOs recipe in HealthCare $HIMS 👇 https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1 On a first principles basis the $DUOL and $HIMS theses are identical except the later has a large physical component to it. They are also both instances of the $COST thesis. https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1 On a first principles basis the $DUOL and $HIMS theses are identical except the later has a large physical component to it. They are also both"
X Link 2025-05-18T22:33Z [---] followers, [---] engagements
"Before you pick stocks pick your country. Denmark: 42% capital gains tax. Why bother Switzerland: 0%. Now thats how you compound. Most investors obsess over what to buy. Few think about where to buy it from"
X Link 2025-06-04T09:54Z [---] followers, 57.4K engagements
"Meanwhile in Zrich a full bike tunnel installed right under the Hauptbahnhof. Swiss infrastructure is simply different"
X Link 2025-06-15T13:33Z [---] followers, [---] engagements
"I focus on high-quality compounders asymmetric bets and special situations with elite management smart capital allocation and tax-efficient compounding. If you share that lens dont miss my past deep dives into structural winners riding major tailwinds 👇 $HIMS +148% since deep dive (13.1) $IESC +19% (9.2) $PSIX +92% (5.3) $SPGI +3% (14.3) $DUOL +18% (1.5) $WST +3% (22.5) SGX: $BBW 3% (9.6) These names havent just looked good on paper theyve delivered. My portfolio is up +50.9% over the past year vs. the S&P 500s +9.5%. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding"
X Link 2025-06-22T07:58Z [---] followers, [----] engagements
"When May and June Are Green Markets Rarely Disappoint. Since [----] there have been [--] instances where the S&P [---] posted gains in both May and June. Historically thats been a powerful signal. In [--] of those [--] years the index went on to deliver positive returns over the next [--] months with an average gain of +8.8%. Looking further out the 12-month average return stands at +14.8%. Just saying: strength in late spring has often led to strength through year-end. [----] just entered the list with a +5.5% return in May and +4.5% in June. Will history repeat again Become a member and get full access"
X Link 2025-07-11T11:05Z [---] followers, [---] engagements
"@joecarlsonshow Fully agree Sundars a true Sir in how he handles things just like Satya imho. And honestly I think you're another one too. Rare to see this level of balance respect and perspective these days. 👏 Thanks for the great positive content ;)"
X Link 2025-07-13T09:47Z [---] followers, [----] engagements
"🚨 Next deep dive: a microcap delivering +54% YoY growth riding the data center megatrend with mega-orders that could 2-3x revenues. Opportunities with this kind of asymmetric upside dont come often youll want to put it on your radar 👀 Subscribe now and catch it before Wall Street does. Read us. Join us. Sleep well. ✨"
X Link 2025-08-21T08:08Z [---] followers, [---] engagements
"With $CAT leaning hard into generator demand one of $PSIX s key genset OEM partners and $FTAI evaluating engines as power assets the signal from the power ecosystem is getting clearer. After Q3 reset expectations $PSIX now faces a notably low bar for Q4. Put/Call ratios are cooling. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2010129225408287048 https://twitter.com/i/web/status/2010129225408287048"
X Link 2026-01-10T23:18Z [---] followers, [---] engagements
"The compounding continues beautifully: +14% YTD +40% YoY and +25% CAGR over the last [--] years. Want to unlock the [--] names driving this performance We have just executed a decisive rebalancing with some wonderful new additions. Link in bio. Don't miss the departure ;) Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2011440679365324853 https://twitter.com/i/web/status/2011440679365324853"
X Link 2026-01-14T14:10Z [---] followers, 90.2K engagements
"$TSM/ $TSMC results are advancing what will come later to our top holdings. Q4 [----] in numbers: - Revenue: +20.5% YoY to TWD 1.05T (+25.5% to $33.7B) - Net income / EPS: +35% YoY - Gross margin: 62.3% - Operating: 54.0% Net: 48.3% This level of conviction is why the Swiss Portfolio is already +14% YTD. We have updated the full models to show why we believe this is just the beginning. Read us. Join us. Sleep well. ✨ The compounding continues beautifully: +14% YTD +40% YoY and +25% CAGR over the last [--] years. Want to unlock the [--] names driving this performance We have just executed a decisive"
X Link 2026-01-15T08:47Z [---] followers, [---] engagements
"$NFLX will rarely give such a beautiful entry in a bull market. Panicking -4% over a Q1 outlook miss while pushing to re-win the streaming war with $WBD/HBO is the short-term voting machine at work. Watching this feels wonderful for relax investors. Fundamentals will continue to compound for very long seasons. - EPS: $0.56 vs $0.55 est. ✅ - Revenue: $12.05B vs $11.97B est. ✅ - EPS: $0.76 vs $0.81 est. ❌ - Revenue: $12.16B vs $12.17B est. ❌ If you are a relaxed investor looking for a bit of spicy without rotating every month check what we are doing in the Swiss Portfolio: +17% YTD +42% YoY"
X Link 2026-01-20T23:15Z [---] followers, [---] engagements
"Great summary. It almost feels illegal for $NFLX earnings to be this calm🤣 Remember the 15% heart attacks Gone. Now More like a Swiss train: still moving still compounding but far fewer passengers screaming on results day. Maturity looks good on Netflix. The market seems to be finally understanding the movie ;) Read us. Join us. Sleep well. ✨ $NFLX is now down 35% from it's recent ATH. After earnings the stock dropped another 6% Even though they posted a double beat the market is focused on uncertainty and the pause in share buybacks. One could argue the stock price was also kind of inflated"
X Link 2026-01-21T22:20Z [---] followers, [---] engagements
"$SPCB Maintaining the speed of adoption. Wonderful. Another contract win still one per week 👀 Read us. Join us. Sleep well. ✨"
X Link 2026-01-22T19:43Z [---] followers, [---] engagements
"$CAT earnings drop on January [--]. For $PSIX investors this is one to watch closely 👀 Why Caterpillar sits upstream in the power & gas turbine ecosystem often acting as an early demand signal for large-scale power systems tied to AI data centers and grid stress. Stronger commentary or orders here tend to precede surging demand for enclosure power and infrastructure solutions further down the chain where $PSIX plays. Weve just published our latest $PSIX update connecting these dots and framing what really matters beyond the headline numbers. If you want the full picture its live now. Link in"
X Link 2026-01-25T10:35Z [---] followers, [----] engagements
"An old-school industrial quietly riding the AI wave. 👀 This weeks report could be a crucial tell on whether the sectors momentum and this ultimately epic rally can continue not just for this name but as a forward indicator for $PSIX and related industrial AI exposure. Ahead of Q4 earnings we break down whether this rally is beautifully sustainable or running a bit too hot. Link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2016118432404574536 https://twitter.com/i/web/status/2016118432404574536"
X Link 2026-01-27T11:57Z [---] followers, [---] engagements
"🚨 The bookings number is beautifully absurd. $ASML just posted 13.2B in net bookings against a 7B estimate. While the EPS missed the irony is delicious the future is compounding wonderfully: - Revenue: 9.72B vs 9.58B est. - Conviction: A massive 12B buyback program announced. Ultimately this is the signal we look for amidst the noise. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2016458895175147778 https://twitter.com/i/web/status/2016458895175147778"
X Link 2026-01-28T10:30Z [---] followers, [---] engagements
"Nancy Pelosi betting on tech $NVDA $GOOGL $AMZN $AAPL $PANW we will be fine 😌"
X Link 2025-01-21T08:27Z [---] followers, [---] engagements
"Check out my deep dive on $IESC a Hidden AI Infrastructure Play. https://open.substack.com/pub/swisstransparentportfolio/p/the-hidden-ai-infrastructure-playr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/swisstransparentportfolio/p/the-hidden-ai-infrastructure-playr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-02-09T17:30Z [---] followers, [----] engagements
"🚨 $PSIX crushed it in 24Q4 save that picture: EPS up 162% YoY ($1.15 $3.01 FY) Q4 sales +38% QoQ gross margin up to 30% Operating income +84% Cost control & strong power systems demand driving record profits. Just fantastic. Quiet execution. Loud results. 💥"
X Link 2025-03-24T23:17Z [---] followers, [---] engagements
"Its incredible how fast the Amazon $AMZN transatlantic ship is moving. Sales: $167.7B vs $162.2B EPS: $1.68 vs $1.32 AWS: $30.9B vs $30.8B Q3 Sales Outlook: $177B vs $173B Margins up. Guidance up. Execution flawless. Amazing. Read us. Join us. Sleep well. 📈✨ $AMZN the next FANG to pop after earnings today 👀 See our full Q2 Preview + Excel model to run the numbers yourself. Dont be the last one in even Lauren Snchez subscribed 😏📦 Last chance to grab our summer offer + unlock exclusive research-grade content. Link in bio. https://t.co/mfwT1L1Apz $AMZN the next FANG to pop after earnings"
X Link 2025-07-31T20:41Z [---] followers, [---] engagements
"@Couch_Investor Duolingo $DUOL MAUs show some seasonality: Q1 always benefits from New Years language-learning promises then Q2 sees the usual drop-off as many dont stick with it. Its happened before. Zoom out over [--] months and the trend still looks very positive imho"
X Link 2025-08-06T22:09Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing