@TimothyTarab Timothy

Timothy posts on X about $alab, $app, $crdo, $axon 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 technology brands cryptocurrencies social networks finance countries automotive brands us election celebrities currencies

Social topic influence $alab #94, $app #283, $crdo #74, $axon, $rddt, $meli, $nbis, $nvda, $crmd, $tars

Top accounts mentioned or mentioned by @cperruna @gauchorico @ryshabtalks @gimastery @ryshab @mmmtwealth @antonio11717553 @michaelwigginso @stockmktnewz @garciacap @michaelrohland7 @bourboncap @royalbobby24 @creepydotorg @injuryinvestor @qualityinvest5 @draecomino @logicalthesis @sergeycyw @daveyjuice

Top assets mentioned Astera Labs, Inc. (ALAB) AppLovin Corporation (APP) Credo Technology Group Holding Ltd (CRDO) Axon Enterprise, Inc. (AXON) Reddit, Inc. (RDDT) MercadoLibre Inc (MELI) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Tarsus Pharmaceuticals, Inc. (TARS) Amazon.com, Inc. (AMZN) Iris Energy Limited (IREN) Dave Inc. (DAVE) Alphabet Inc Class A (GOOGL) Hive (HIVE) Hims & Hers Health, Inc. (HIMS) aelf (ELF) SkyWater Technology, Inc. (SKYT) Trade Desk, Inc. (TTD) Rubrik, Inc. (RBRK) Now Coin (NOW) Lemonade, Inc. (LMND) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Figure Technology Solutions, Inc. (FIGR) Micron Technology, Inc. (MU) NuCypher (NU) Sezzle Inc. Common Stock (SEZL) The Root Network (ROOT) Paymentus Holdings, Inc. (PAY) Gambling.com Group Limited (GAMB) Nova Ltd. Ordinary Shares (NVMI) Uber Technologies, Inc. (UBER) Super Micro Computer, Inc. Common Stock (SMCI) Tesla, Inc. (TSLA) Oscar Health, Inc. (OSCR) UnitedHealth Group (UNH) monday.com Ltd. (MNDY) Applied Optoelectronics, Inc. (AAOI) TransMedics Group, Inc. Common Stock (TMDX) Datadog Inc (DDOG) MongoDB, Inc. (MDB) Broadcom, Inc. (AVGO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) ZetaChain (ZETA) PayPal Holdings Inc (PYPL) ELYSIA (EL) COTY INC (COTY)

Top Social Posts

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

"@Antonio11717553 @MichaelWigginsO No. Nvidia is riding a secular trend with expanding top-line all over the place. PayPal is not. They first need to show how they will not lose market share in a growing e-commerce market. I am long Paypal"
X Link 2024-02-08T18:06Z [--] followers, [--] engagements

"@cperruna Like it. I think the risk-reward ratio for $pypl and $snow at these levels are magnificent"
X Link 2024-06-05T16:00Z [--] followers, [---] engagements

"@StockMKTNewz Not Nvidia is the shovel ASML is. And it's the only one making modern shovels ;)"
X Link 2024-06-06T17:19Z [--] followers, [--] engagements

"@GarciaCap Gambling"
X Link 2024-08-25T06:07Z [---] followers, [---] engagements

"@MichaelRohland7 Actually kind of the the reasons for what people in Europe liked the USA back then What is so wrong about it Trump was talking about people eating cats and dogs the other day. I guess everyone gets the candidate he or she deserves"
X Link 2024-09-20T04:29Z [---] followers, [--] engagements

"@BourbonCap Added 40"
X Link 2024-10-18T06:10Z [---] followers, [--] engagements

"@GauchoRico Same trades sold $TMDX (and $ASPN). Bought $AMZN"
X Link 2024-11-02T09:02Z [---] followers, [---] engagements

"Wondering why $ELF is not discussed more. 50% revenue growth and 90% international growth. Taking market share from the big ones in a currently difficult market including $COTY $EL $LRLCY $REV $SSDOY and $NTCOY. Exciting times for cosmetics and personal care 8% position"
X Link 2024-11-11T11:41Z [---] followers, [---] engagements

"@royal_bobby24 @creepydotorg Germanys economy is characterized by long-established companies with a tradition dating back 100+ years to the industrial revolution. Almost all major companies are old with only few exceptions (SAP). So they were many WW2 interdependencies. Owner families try to play it down"
X Link 2024-11-13T08:04Z [---] followers, [--] engagements

"@MMMTwealth How is ASML high growth for you It's one of my biggest positions"
X Link 2024-11-14T16:28Z [---] followers, [---] engagements

"@cperruna Crazy entry with $DDOG and $MDB"
X Link 2024-11-21T17:18Z [---] followers, [---] engagements

"@GauchoRico Nice I am also looking into good old SaaS again. Bought $DDOG instead of $SNOW. I might shift some more into the later one and $MDB. Still hesitant if it comes to security but there are also some nice setups. Thanks for your regular updates. They are much appreciated"
X Link 2024-11-23T05:20Z [---] followers, [---] engagements

"@MMMTwealth ASML if you ask me will not double that quick. I am looking forward to a 50% move"
X Link 2024-12-02T07:06Z [---] followers, [--] engagements

"@ryshab Would be great to see your new percentages / positions. I also sold $TMDX about two weeks ago. Today at market open in Germany I trimmed $AXON and $TTD because of lofty valuations to shift the funds in starter positions: $ALAB $CRDO $ROOT. Watching $REAX $RDDT and $RBRK"
X Link 2024-12-09T17:02Z [--] followers, [---] engagements

"@injuryinvestor @QualityInvest5 That is such an oversimplified view. It's as if I see stopped investing in Nvidia ASML or TSM because Google just released their quantum computer news. We are far away from robo taxis replacing traditional taxi drivers especially if you look further than the US"
X Link 2024-12-14T08:28Z [--] followers, [---] engagements

"@draecomino I think Tesla will make it happen based on a much cheaper hw stack. This makes a huge difference. Do not bet against Elon ;)"
X Link 2025-01-23T08:50Z [--] followers, [--] engagements

"@LogicalThesis $CRDO is worth a look. Also $NBIS"
X Link 2025-01-29T06:52Z [--] followers, [---] engagements

"@GauchoRico Hi GauchoRico I was wondering if you had a look at $BYRN. They grow revenue by over 100%. They are in a similar market as the original $AXON guns. Also they already have e.g. contracts with LATAM police departments"
X Link 2025-02-10T10:54Z [--] followers, [---] engagements

"@SergeyCYW $NOW"
X Link 2025-03-22T15:51Z [--] followers, [--] engagements

"@ryshab Let's go :) top3 position together with $meli and $axon"
X Link 2025-05-03T14:35Z [--] followers, [---] engagements

"@davey_juice $MELI $NVDA $AXON $NU $ALAB $RBRK if i had to chose a 6th one"
X Link 2025-05-06T13:37Z [--] followers, [---] engagements

"Nice earnings season so far and back positive YTD thanks to my top positions $AXON $MELI $HIMS. Looking forward to $TTD. I bought back most my shares after selling almost at ATH thanks to @cperruna"
X Link 2025-05-08T06:06Z [--] followers, [---] engagements

"Starting to track my portfolio here. Holdings: $BYRN 2.5% $CRDO 2.5% $APP 3.2% $RDDT 3.4% $ROOT 3.5% $PAY 3.5% $NBIS 4.1% $ALAB 4.9% $NU 5.0% $NVDA 6.6% $ASML 6.9% $AMZN 7.1% $TTD 7.9% $AXON 10.7% $MELI 11.6% $HIMS 13.6% YTD: +10%"
X Link 2025-05-13T05:50Z [--] followers, [--] engagements

"Changes last [--] weeks: - Sold 20% $AXON - Bought starter positions in $APP $RDDT"
X Link 2025-05-13T05:52Z [--] followers, [--] engagements

"Changes: Sold all $ROOT Sold some $NU Sold some $PAY Increased $NVDA $RDDT $CRDO Planning to sell e.g. $PAY or $BYRN to buy $ELF for a turnaround play"
X Link 2025-05-15T04:14Z [--] followers, [---] engagements

"@therealzarie Already bought back into TTD (+10%) caught a falling knife here. Let's see how $ELF does which I bought yesterday with a half position of about 3%"
X Link 2025-05-16T03:42Z [--] followers, [--] engagements

"Updated Holdings: $GAMB 1.8% $CRMD 2.1% $TARS 2.4% $APP 3.3% $LMND 3.7% $CRDO 4.1% $ALAB 5.5% $ASML 5.7% $RDDT 5.8% $NBIS 5.8% $AMZN 6.2% $ELF 7.2% $NVDA 8.2% $MELI 10.3% $AXON 11.2% $HIMS 13.3%"
X Link 2025-06-11T21:29Z [---] followers, [---] engagements

"Changes: New positions: Opened positions in $GAMB $CRMD $TARS $LMND $ELF Exited positions: Sold all of $BYRN $PAY $NU $TTD $ROOT $ELF went really well with a +50% gain since I bought not so long ago. I exited $TTD because it seems they are slowly loosing their moat"
X Link 2025-06-11T21:33Z [---] followers, [---] engagements

"@Tech_Investor20 I like $TTD but I think they will suffer because of big tech dominance"
X Link 2025-06-18T04:17Z [---] followers, [---] engagements

"@RyshabTalks Hey Ryshab just found your new account. Was already worried you had disappeared 😧 Question: Would it be possible to include $OUST and $LMND into your benchmark score I was wondering how high they rank and suggest taking a look. Thanks and best Tim"
X Link 2025-06-18T10:00Z [---] followers, [---] engagements

"@investing_bear We still want those written updates ;)"
X Link 2025-06-20T23:16Z [---] followers, [--] engagements

"$NVO ends its short-lived partnership with $HIMS and everyones surprised. $HIMS has been leveraging compounded semaglutide by a regulatory gap. $NVO and $LLY were never going to let that slide. $HIMS is launching liraglutide: patent expired cheaper & better for margins"
X Link 2025-06-23T15:11Z [---] followers, [---] engagements

"Changes: New positions: Opened $OSCR $DCTH Exited positions: Sold all of $GAMB $APP Adjustments: Trimmed $HIMS $MELI $ELF $LMND Added slightly to $CRMD Still holding $TARS $AXON $NVDA $RDDT $NBIS $AMZN $ASML $ALAB just reshuffled the weights a bit"
X Link 2025-06-23T15:16Z [---] followers, [---] engagements

"@RahulSetty_ Hims didnt need Wegovy. Now gearing up to launch liraglutide: off-patent cheaper and better for margins. Big Pharma thought they could gatekeep. But Hims just showed theyre playing offense. You dont panic when youre in control"
X Link 2025-06-23T15:20Z [---] followers, [---] engagements

"@RyshabTalks Did you evaluate $RBRK"
X Link 2025-07-20T14:10Z [---] followers, [---] engagements

"Changes: New positions: $NVMI $ETON $SEZL Exited positions: Sold all of $OSCR $LMND $ASML $GAMB $APP Adjustments: Trimmed $HIMS Added slightly to $DCTH Still holding $TARS $AXON $NVDA $RDDT $NBIS $AMZN $ALAB $CRMD. Just reshuffled the weights a bit here & there"
X Link 2025-07-21T05:14Z [---] followers, [---] engagements

"Shifting a bit more into biotech for now. Cut some unprofitable names and also rotated out of less dynamic ones like $ASML which is still one of my favourite stocks :) Let's see. Have a nice week everyone"
X Link 2025-07-21T05:19Z [---] followers, [---] engagements

"@StockSavvyShay @FuturumEquities Thats just a big ChatGPT piece"
X Link 2025-08-04T07:10Z [---] followers, [---] engagements

"Changes: New positions: $MDGL $DAVE $IREN $APP Exited positions: Sold all of $NVMI $DCTH $SEZL $ELF $HIMS Adjustments: Trimmed $NBIS $NVDA Added slightly to $CRMD Just reshuffled the weights a bit here & there"
X Link 2025-08-29T04:20Z [---] followers, [---] engagements

"Also added a few option plays with knockout certificates roughly 2-3k EUR each with 4-6x leverage on $unh $goog $mndy $uber and $asml. Let's see :)"
X Link 2025-09-09T12:25Z [---] followers, [---] engagements

"Side note: leveraged plays in $ASML $RBRK $UNH $MNDY are all up 60%+ but theyre 5% of total portfolio"
X Link 2025-09-20T05:22Z [---] followers, [---] engagements

"Changes since last update: New position: $HIVE Exited positions: None Trims: $CRMD $MDGL $AMZN Rest of the shifts are just performance"
X Link 2025-09-20T05:43Z [---] followers, [---] engagements

"$UBRR just crossed $100 for the first time . Ubers strength is distribution with hundreds of millions of users and the logistics backbone for rides food and delivery. In an autonomous world Uber could be the platform layer letting carmakers plug in their fleets and taking a cut. The risk is vertical players like Tesla Waymo or even Apple who could combine cars + software + consumer apps and bypass Uber. The stocks surge shows markets believe Ubers network and brand will keep it central even as the industry shifts. I hold a few knockout turbo certificates (leveraged products) on Uber"
X Link 2025-09-23T04:45Z [---] followers, [--] engagements

"$UBER just crossed $100 for the first time . Ubers strength is distribution with hundreds of millions of users and the logistics backbone for rides food and delivery. In an autonomous world Uber could be the platform layer letting carmakers plug in their fleets and taking a cut. The risk is vertical players like Tesla Waymo or even Apple who could combine cars + software + consumer apps and bypass Uber. The stocks surge shows markets believe Ubers network and brand will keep it central even as the industry shifts. I hold a few knockout turbo certificates (leveraged products) on Uber"
X Link 2025-09-25T05:07Z [---] followers, [--] engagements

"Only move was adding back some $CRMD. Leveraged knockouts ($ASML $RBRK $UNH $MNDY) holding strong at +637% still 5% of portfolio"
X Link 2025-09-30T03:53Z [---] followers, [---] engagements

"@ryshab Great I exited $TTD end of [----] for valuation reasons. Was not sure about $APP but grats for those stellar results"
X Link 2025-02-13T05:25Z [--] followers, [---] engagements

"Added some more $AXON yesterday and today in the morning (after the stellar quarterly report) after selling out a couple of weeks ago for valuation reasons"
X Link 2025-02-26T10:16Z [--] followers, [--] engagements

"Buying back into $TTD was a good move. This is not your average growth stock they got a world class management and their execution is as steady as you can wish for. Missed a an entry into brilliant $SEZL and should have believed all the flight trackers on #fintwit"
X Link 2025-05-09T04:26Z [---] followers, [---] engagements

"Strong market uptrend. Updated Holdings: $BYRN 2.5% $PAY 2.8% $APP 3.3% $CRDO 3.5% $NU 3.9% $NBIS 4.2% $ALAB 5.3% $RDDT 6.4% $ASML 6.7% $AMZN 6.7% $TTD 7.5% $NVDA 8.8% $AXON 10.6% $MELI 11.1% $HIMS 14.2% YTD: 16% Did some adjustments. See comments"
X Link 2025-05-15T04:09Z [---] followers, [---] engagements

"Updated Holdings: $OSCR 1.5% $DCTH 2.0% $TARS 2.4% $LMND 2.6% $CRDO 4.9% $CRMD 5.0% $ALAB 5.3% $NBIS 5.5% $ASML 5.6% $AMZN 6.1% $ELF 7.0% $RDDT 8.2% $NVDA 8.4% $HIMS 9.8% $MELI 10.7% $AXON 11.4% YTD: +20%"
X Link 2025-06-23T15:13Z [---] followers, [---] engagements

"Updated Holdings: $NVMI 1.6% $ETON 2.2% $DCTH 2.4% $TARS 2.5% $CRMD 3.1% $SEZL 4.0% $CRDO 5.4% $ALAB 5.9% $NBIS 6.1% $AMZN 6.5% $ELF 6.7% $RDDT 8.5% $NVDA 9.9% $MELI 10.4% $HIMS 10.8% $AXON 10.8% YTD: +20%"
X Link 2025-07-21T05:12Z [---] followers, [---] engagements

"Updated Holdings: $NVMI 1.4% $ETON 1.9% $TARS 2.2% $DCTH 2.2% $CRMD 3.2% $HIT 3.9% $SEZL 4.1% $AMZN 5.6% $NBIS 5.7% $CRDO 6.0% $ELF 6.1% $ALAB 7.2% $HIMS 8.3% $MELI 9.4% $NVDA 9.4% $AXON 9.8% $RDDT 10.6% YTD: +29% 🚀"
X Link 2025-08-05T11:42Z [---] followers, [----] engagements

"Updated Holdings: $MDGL 2.1% $ETON 2.1% $TARS 2.8% $HIT 3.4% $CRMD 3.4% $NBIS 5.2% $DAVE 5.2% $IREN 5.5% $CRDO 6.3% $AMZN 6.9% $APP 7.5% $NVDA 8.6% $MELI 8.9% $ALAB 9.1% $AXON 9.4% $RDDT 10.8% YTD: +40%"
X Link 2025-08-29T04:18Z [---] followers, [---] engagements

"Updated Allocation: $ETON 1.8% $TARS 2.3% $CRMD 2.6% $ELVA 2.4% $MDGL 2.8% $HIT 2.8% $NBIS 3.3% $DAVE 4.0% $CRDO 6.0% $NVDA 6.9% $IREN 7.2% $MELI 7.2% $AMZN 7.2% $APP 7.3% $GOOG 7.2% $AXON 8.3% $ALAB 8.8% $RDDT 9.4% TTWROR: +65.5% YTD"
X Link 2025-09-09T06:56Z [---] followers, [---] engagements

"New positions: $GOOG $ELVA Exited positions: None Rotation driven mostly by strong runs and some fresh capital. Still high conviction across the board. Trimmed $NBIS a day too early but thats part of the game. Up from +40% to +65.5% in just over a week"
X Link 2025-09-09T06:57Z [---] followers, [---] engagements

"Updated Allocation: $CRMD 1.0% $MDGL 1.6% $ETON 1.7% $HIVE 1.7% $TARS 2.0% $ELVA 2.6% $HIT 3.3% $DAVE 4.4% $NBIS 4.5% $AMZN 5.3% $MELI 5.8% $CRDO 6.2% $NVDA 6.4% $GOOG 7.0% $APP 7.7% $AXON 7.8% $ALAB 8.9% $RDDT 9.6% $IREN 9.5% CAGR: +86%"
X Link 2025-09-20T05:18Z [---] followers, [---] engagements

"Updated Allocation: $MDGL 1.6% $HIVE 1.8% $ETON 2.1% $TARS 2.1% $CRMD 2.2% $ELVA 2.2% $HIT 3.2% $DAVE 3.9% $NBIS 5.0% $AMZN 5.1% $CRDO 5.3% $MELI 6.0% $NVDA 6.7% $GOOG 6.7% $AXON 7.2% $ALAB 7.3% $APP 8.5% $RDDT 8.9% $IREN 11.3% YTD TTWROR: +84.7%"
X Link 2025-09-30T03:52Z [---] followers, [---] engagements

"$AXON Q3-25 with text-book execution from hardware-to-SaaS transformation. Revenue +31 % YoY to $711 M ARR +41 % to $1.25 B NRR [---] % backlog +48 % to $11.4 B. Software & Services GM steady at [--] % adj. EBITDA [--] %. FY guide raised again (+31 % YoY). Yes GAAP EPS -$0.03 and FCF margin [---] % look weak but thats SBC & investment-driven not structural. Axon is scaling AI-driven SaaS with visibility most pure-plays would kill for. After a [--] % AH drop valuation still rich (89 EV/S) but this is a category killer compounding [--] % growth + [--] % margins. Short-term fear but long-term value. Axon will"
X Link 2025-11-05T06:47Z [---] followers, [---] engagements

"Updated Allocation: $CRMD 1.0% $AAOI 1.1% $ELVA 1.5% $BHST 1.5% $ETON 1.7% $TARS 2.4% $HIT 2.5% $HIVE 3.1% $DAVE 4.2% $NBIS 5.0% $NVDA 5.1% $RDDT 5.1% $AMZN 5.4% $CRDO 6.0% $AXON 6.1% $MELI 6.8% $ALAB 7.1% $GOOG 7.4% $APP 7.5% $IREN 15.8% YTD: +105%"
X Link 2025-11-06T06:03Z [---] followers, [---] engagements

"Trimmed $ELVA after the offering sold $OGI added to $MELI and opened the $AXON knockout (4x) during yesterdays dip and already +30%. TTWROR now at +105% 🙈"
X Link 2025-11-06T06:06Z [---] followers, [---] engagements

"@FIREDUpWealth $MELI is a great play currently if it comes to risk-reward"
X Link 2025-11-11T05:09Z [---] followers, [--] engagements

"$HIT sold off hard but the numbers dont justify it. Q3 was strong the cautious Q4 guide is mostly a timing shift as some clients moved decisions into Q1/26. Nothing in the core story changed. Feels like a clear overreaction. added shares on the dip"
X Link 2025-11-13T05:03Z [---] followers, [--] engagements

"@RyshabTalks I like growth better because it can provide long term gains. If you got it right a few times you are already set for life. I think it's much more complicated with one time effects like let's say betting on a multiple extension as people currently do in the memory market"
X Link 2026-01-10T10:37Z [---] followers, [--] engagements

"This just shows allocation and not where the money was made right Scientifically if you invest 20% of your gross income (with a normal job) into a diversified index fund starting at age [----] you have a 90% statistical chance of hitting the $1M$3M range by age [--]. You just cant plan on becoming rich like that through entrepreneurship. Have [--] people do each scenario. You will end up with [--] milionaires in total https://twitter.com/i/web/status/2010385329304244254 https://twitter.com/i/web/status/2010385329304244254"
X Link 2026-01-11T16:16Z [---] followers, [---] engagements

"@GIMastery I need to thank you again. You really already made a big difference for me financially. I appreciate your content from the bottom of my heart. Kudos"
X Link 2026-01-16T18:54Z [---] followers, [--] engagements

"@TheRayMyers $NOW for sure"
X Link 2026-01-23T10:10Z [---] followers, [--] engagements

"Changes since last update: New positions: $OGI $BHST Mostly performance compounding and few allocation changes like small $CRMD adjustment and shifting some away from $RDDT. $IREN continues to dominate. 100% YTD in sight. No exits. Knockouts still held still 5% of total. So far all your knockouts are performing strongly except $UBER thats the only one lagging right now. $ASML $RBRK $UNH $MNDY are all up 80%+ while Uber is the only one still underperforming vs. the rest. https://twitter.com/i/web/status/1981937302470283458 https://twitter.com/i/web/status/1981937302470283458"
X Link 2025-10-25T04:14Z [---] followers, [---] engagements

"@Nietschecapital They need to be used otherwise it's just a inflation of apps. Are downloads and usage increasing too"
X Link 2026-01-22T17:27Z [---] followers, [---] engagements

"Congrats on the new video. the key risks on $PTRN which I also took a look at seem to be that 95% of revenue is tied to Amazon. So fee hikes or policy changes hit margins hard and margins are thin. Almost half of all revenue is related to two partners. Definitely a fragile model and worth watching closely. https://twitter.com/i/web/status/2018542129362923682 https://twitter.com/i/web/status/2018542129362923682"
X Link 2026-02-03T04:28Z [---] followers, [---] engagements

"Updated Allocation: $OGI 0.9% $CRMD 1.0% $ETON 1.6% $BHST 2.1% $TARS 2.3% $HIT 2.6% $ELVA 3.5% $HIVE 3.7% $DAVE 4.4% $NVDA 4.9% $AMZN 4.9% $NBIS 5.2% $CRDO 5.5% $RDDT 5.7% $MELI 5.7% $ALAB 6.5% $GOOG 6.9% $AXON 7.1% $APP 7.7% $IREN 13.9% YTD: +92.6%"
X Link 2025-10-25T04:05Z [---] followers, [---] engagements

"Updated Allocation: $BHST 1.3% $CRMD 1.4% $ETON 1.7% $HIT 1.8% $HIVE 2.2% $TARS 3.2% $DAVE 3.7% $AMZN 4.4% $NBIS 4.7% $RDDT 5.6% $NVDA 5.6% $CRDO 5.9% $AXON 6.4% $MELI 7.9% $GOOG 8.9% $ALAB 9.0% $APP 9.7% $IREN 12.4% YTD: +65%"
X Link 2025-11-20T16:28Z [---] followers, [---] engagements

"Changes since the start of November: Added more $ALAB $APP and $HIT (should have waited some more.) into the dip. No new names rest of the shifts are just performance. Let go of $AAOI and $ELVA because of too many positions"
X Link 2025-11-20T16:33Z [---] followers, [---] engagements

"Updated Allocation: $SKYT 0.9% $BHST 1.0% $ETON 1.5% $CRMD 1.7% $HIVE 1.9% $ELVA 1.9% $TARS 3.1% $DAVE 4.1% $NBIS 4.2% $NVDA 5.1% $CRDO 5.7% $RDDT 6.6% $GOOG 7.3% $MELI 7.5% $AXON 8.4% $IREN 9.4% $ALAB 12.4% $APP 12.2% 🟢 YTD now: +72%"
X Link 2025-12-22T12:26Z [---] followers, [---] engagements

"New positions: $SKYT $ELVA (back in) Exited positions: Sold all of $AMZN Sold all of $HIT Adjustments: Added to $ALAB and $APP (now both 12% each) Reduced some $IREN near the top (still a top position but no longer that outsized due to last dip)"
X Link 2025-12-22T12:27Z [---] followers, [---] engagements

"Bye Bye $CRMD :-"
X Link 2026-01-08T15:09Z [---] followers, [---] engagements

"Bought [----] LEAPS OTM for $NOW. I dont think SaaS is dead not this kind at least"
X Link 2026-01-27T05:58Z [---] followers, [---] engagements

"$ASML earnings: EPS $8.81 vs $9.10 est. (3% miss) Revenue $11.65B vs $11.55B est. (+1% beat) Still +23% YoY EPS +21% YoY revenue with strong QoQ acceleration. Nothing broken here headline miss with fundamentals intact"
X Link 2026-01-28T06:06Z [---] followers, [---] engagements

"Current Allocation: $SMCI 2.7% $FIGR 3.8% $DAVE 4.2% $NBIS 4.4% $RDDT 4.8% $ELVA 5.0% $AXON 6.6% $MU 6.8% $GOOG 7.4% $CRDO 7.6% $MELI 7.6% $APP 11.6% $IREN 11.9% $ALAB 15.5% YTD: 12.18% (was almost 20% working back) 📈"
X Link 2026-02-07T04:23Z [---] followers, [---] engagements

"🟢 Performance: +71% YTD Less is more. Quality over quantity. The Saul approach just hits different. Have a great [----] #fintwit . 🚀"
X Link 2026-01-02T08:39Z [---] followers, [---] engagements

"Im genuinely grateful that I found Fintwit and Sauls board. Im from Germany have a solid job turning [--] in a few days and Ive already made life-changing money in the stock market. Not through luck but by finally understanding compounding and focused growth investing. 🌱"
X Link 2026-01-02T15:45Z [---] followers, [--] engagements

"In Germany investing culture is extremely conservative. People still believe broad diversification is the only responsible way. If you tell them youre up +50% YTD (or more) theyll say its impossible. But with risk awareness conviction and concentration you can outperform the market. 📈 https://twitter.com/i/web/status/2007116255187112285 https://twitter.com/i/web/status/2007116255187112285"
X Link 2026-01-02T15:46Z [---] followers, [--] engagements

"My biggest takeaway this year: When youre still relatively young its not about owning everything. Its about making a few high-conviction bets staying disciplined and learning modern growth investing best practices from the right people. Finding this community genuinely changed how I think and invest. 🙏 Big thanks to @cperruna @RyshabTalks @GIMastery @GauchoRico https://twitter.com/i/web/status/2007116582099571195 https://twitter.com/i/web/status/2007116582099571195"
X Link 2026-01-02T15:47Z [---] followers, [---] engagements

"Current Allocation: $BHST 1.0% $CRMD 1.5% $SKYT 1.5% $TARS 2.8% $ELVA 3.2% $HIVE 3.6% $NBIS 3.9% $DAVE 4.2% $NVDA 5.1% $CRDO 5.7% $GOOG 5.8% $RDDT 6.9% $MELI 7.8% $AXON 8.4% $IREN 9.9% $APP 10.3% $ALAB 12.0% YTD: +5.1% YTD📈 Quiet start to the year. Sold $ETON but aside from that no major changes so far only minor balancing and letting positions work. I bought some $AMZN June [--] LEAPS from the proceeds. https://twitter.com/i/web/status/2009247358249230650 https://twitter.com/i/web/status/2009247358249230650"
X Link 2026-01-08T12:54Z [---] followers, [---] engagements

"Quick update after minor changes yet again. 🟢 Portfolio is +7.68% YTD and approaching ATH again. Current Allocation: $BHST 0.9% $FIGR 1.0% $SKYT 1.6% $TARS 2.7% $ELVA 3.1% $HIVE 3.8% $NBIS 3.9% $DAVE 4.2% $NVDA 4.9% $GOOG 5.8% $RDDT 6.5% $CRDO 7.3% $MELI 7.7% $AXON 8.4% $IREN 10.2% $APP 10.3% $ALAB 11.5% https://twitter.com/i/web/status/2009882152863773130 https://twitter.com/i/web/status/2009882152863773130"
X Link 2026-01-10T06:57Z [---] followers, [---] engagements

"Update Details: - Sold $CRMD after the revenue forecast came down & thesis weakened. - Added to $CRDO on the dip. Opened a small starter position in $FIGR (recent IPO exploratory). - Watchlist: $AVGO $MU $ASTS $ZETA 👀"
X Link 2026-01-10T06:57Z [---] followers, [---] engagements

"Added $APP today again after last week where I did so already"
X Link 2026-01-20T12:36Z [---] followers, [---] engagements

"Added $CRDO"
X Link 2026-02-06T16:16Z [---] followers, [---] engagements

"Started $SMCI ahead of earnings. Added to $APP $ALAB $CRDO Bought $MU. Sold $SKYT $BHST $TARS $HIVE $NVDA. Also bought the $NOW LEAPS too early.esson learned on timing I doubt it 🥴"
X Link 2026-02-07T04:32Z [---] followers, [---] engagements

"Added $CRDO"
X Link 2026-02-06T16:16Z [---] followers, [---] engagements

"Bought [----] LEAPS OTM for $NOW. I dont think SaaS is dead not this kind at least"
X Link 2026-01-27T05:58Z [---] followers, [---] engagements

"Added $APP today again after last week where I did so already"
X Link 2026-01-20T12:36Z [---] followers, [---] engagements

"Bye Bye $CRMD :-"
X Link 2026-01-08T15:09Z [---] followers, [---] engagements

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