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@TomAlphaTrades Avatar @TomAlphaTrades Tom 🅰️LPHA Trades | +440% since ’21 (~45%/yr) 📈

Tom 🅰️LPHA Trades | +440% since ’21 (~45%/yr) 📈 posts on X about target, math, money, business the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% countries XXXX% fashion brands XXX% automotive brands XXXX% travel destinations XXXX% currencies XXXX%

Social topic influence target #2478, math #2310, money #4314, business 5.06%, $wix #1, ai 5.06%, $tui #1, investment 3.8%, $nvda #1774, deep dive #599

Top accounts mentioned or mentioned by @kostrhountomas @tunafish_97 @peternielsen_ @kobeissiletter @unusualwhales @patbahn @carrymonkey @thedarkmoneh @amylove91172704 @voltelp @jbmillen @official_chad @mishgea @grok

Top assets mentioned Wixlar (WIX) NVIDIA Corp. (NVDA) NuCypher (NU) PayPal Holdings Inc (PYPL) Euronet Worldwide Inc (EEFT) Shopify Inc (SHOP) Toyota Motor Corporation (TM) Morgan Stanley (MS) Metadium (META) Concentra Group Holdings Parent, Inc. (CON) SPDR S&P XXX ETF Trust (SPY)

Top Social Posts

Top posts by engagements in the last XX hours

"$TUI FY25 EARNINGS: Record EBIT dividend returns 🔍 HEADLINES: - Underlying EBIT: 1.41B (+9% YoY) ✅ BEAT raised guidance (9-11%) - Revenue: 24.2B (+4.4%) vs 24.3B consensus ❌ slight miss - Net income: 636M vs 677M consensus ❌ MISS - EPS: XXXX (+30% YoY) ✅ SEGMENT BREAKDOWN - a tale of two businesses: HOLIDAY EXPERIENCES (85% of EBIT) = 🔥 - Hotels & Resorts: 735M EBIT (+10%) ✅ record - Cruises: 481M EBIT (+29%) ✅ record - TUI Musement: 67M EBIT (+37%) ✅ Occupancy XX% (+2pp) ADR +3.3% cruise days +18% MARKETS + AIRLINE (15% of EBIT) = ⚠ - 200M EBIT (-34% YoY) ❌ 104M decline Cost pressures"
X Link 2025-12-10T10:49Z XXX followers, XXX engagements

"🚨 The WIX Investment Report is DONE. Ive taken a serious DEEP-DIVE into the business model behind the platform shown below. Want the full breakdown of the numbers and strategy It's available right now for FREE. REPORT: WIX ($96) Target $XXX. The Math the Market Misses. $WIX #Stocks #MarketAnalysis"
X Link 2025-12-04T17:30Z XXX followers, XXX engagements

"Same playbook as the 2019 repo crisis. Literally. Back then: $60B/month T-bills after repo rates spiked above Fed target. Now: $60B/month T-bills after repo rates spiked above Fed target. FOMC minutes say "reserves approaching ample" - Fed-speak for "running dry." Call it RMP call it QE. The balance sheet is expanding. That's all that matters. 🎯"
X Link 2025-12-09T14:16Z XXX followers, 5540 engagements

"$TUI earnings call gems you won't see in headlines 💡 CEO Ebel on cruise pricing: "No one anticipated demand would be stronger than capacity increase. we could have sold for higher prices" Translation: XX% more capacity X% higher load factor. They left money on the table. On Germany outlook: "I don't see any positive impact to any business in Germany" from govt investment plan. German CEO bearish on Germany. That's rare honesty. Best part IR told him "not to be too bullish" on the call. Management literally suppressing their own optimism. Stock at 6x EBIT. Sometimes the valuation is the"
X Link 2025-12-10T17:25Z XXX followers, XXX engagements

"Everyone's bullish on $NVDA. Here's why I'm only moderately so. 🧵 My deep dive finds: ✅ Unmatched CUDA moat (9/10) ✅ $567B TAM opportunity ⚠ Market share declining XX% XXXX% ⚠ Margins compressing to XX% Price target: $XXX (+9.3%) Rating: BUY but conviction only 7/10 Why Read full analysis for free: NVIDIA Deep Dive: The Valuation Case for 2026"
X Link 2025-12-11T11:40Z XXX followers, XXX engagements

"Worst day since 2001 needs context 💡 The "EPS beat" was fake - $0.91/share came from selling Ampere to SoftBank. Strip that out and it's a miss. Real damage: - Capex $12B vs $8.3B est (+45%) - FCF -$10B vs -$5.2B est (2x worse) - Revenue miss on top Market's message: spending $50B/year on AI infrastructure without revenue to show for it isn't a growth story. It's a cash burn story. 🎯"
X Link 2025-12-11T14:56Z XXX followers, XXX engagements

"$FVRR Q3: Highest-ever margins while bleeding users = managed decline not growth 🚨 Results vs Estimates: - Revenue: $107.9M vs $108.3M est ❌ miss - Pretax profit: $6.91M vs $19.6M est ❌ -XX% miss 💀 - They tout: "Highest-ever EBITDA margin" ✅ .by cutting costs What Wall Street's missing: - Active buyers -XXXX% = customer exodus accelerating 📉 - Marketplace revenue -X% Y/Y = core business shrinking - Revenue +8.3% only from squeezing remaining users harder - "Spend per buyer" up = desperation pricing on shrinking base Translation: Celebrating margin expansion while core platform dies."
X Link 2025-11-05T08:56Z XXX followers, XXX engagements

"Thesis Validation on $BAYN 💡 Position: Long from XXXXX. Current: +23% (and climbing). The Missing Context: Federal Preemption. The market priced this asset for bankruptcy/infinite liability. The Solicitor General's backing signals that EPA labels likely override state tort claims. Translation: I bought when the "Legal Fear" premium was at max. Today the market is finally forced to price the actual assets (Pharma/Crop) not just the lawyers"
X Link 2025-12-02T13:42Z XXX followers, XXX engagements

"@KobeissiLetter XX% = Trump wants a Fed puppet not a Fed Chair. No hikes QE on demand printer finances everything. Short-term melt-up. Long-term stagflation. Thats why Im overweight $NU and $EEFT not NVDA"
X Link 2025-12-02T17:01Z XXX followers, XXX engagements

"EARNINGS DEEP DIVE: THE HUGO BOSS CAPITULATION ($BOSS) 📉 Price Action: -XX% Status: Uninvestable for retail. Prime hunting ground for us. The numbers were bad. The guidance was worse. Here is the forensic breakdown of why the stock pukedand why we are interested. X. THE SCORECARD (Miss across the board) Revenue: 1.02B (vs. 1.05B Cons.) Weakness in China/Wholesale. EBIT: 95M (vs. 110M Cons.) Massive margin compression. 2026 Guidance: Management pulled the plug. Expecting "Mid-single-digit revenue decline." X. THE "KITCHEN SINK" STRATEGY 🚰 New Management is deliberately resetting expectations"
X Link 2025-12-03T10:10Z XXX followers, XXX engagements

"@KostrhounTomas Exactly. $SHOP trades at 40x+ FCF with XX% margin. $WIX has XX% margin growing XX% trades at 9x. The multiple disconnect is insane. Market treating it like a melting ice cube when it's actually hitting Rule of 40+. This re-rates hard once people notice"
X Link 2025-12-03T19:25Z XXX followers, XXX engagements

"The labor market paradox in one chart: This morning: Initial claims 191K (lowest since Feb) Yesterday: ADP small biz -120K (worst since May 2020) How Large firms (+90K) offsetting small biz collapse. But small biz = XX% of US employment. ADP's chief economist called it: "Small firms are the canary in the coal mine." The crack is showing at the foundation not the penthouse. 🎯"
X Link 2025-12-04T15:01Z XXX followers, XXX engagements

"The "Holy Grail" narrative fails on basic ROIC math. X. Acquisition Cost: $80B. X. Max Synergies: $2-3B (Barclays data). X. The Multiple: Netflix is paying 27x synergies to acquire legacy assets they already disrupted. This isn't growth. It is a "Tech Multiple" voluntarily diluting itself into a "Media Multiple." Watch the spread"
X Link 2025-12-07T18:26Z XXX followers, XXX engagements

"Thoughts with everyone in Aomori region. Market implications to watch: - JPY safe-haven bid (typical in Japan crisis events) - Japanese insurers: $MS $TM exposure assessment - Supply chain disruptions (semiconductors auto parts) 2011 Tohoku earthquake precedent: Initial -XX% Nikkei drop recovered within X months as reconstruction spending kicked in. Too early for trading decisions. Focus on human impact first"
X Link 2025-12-08T14:24Z XXX followers, 1336 engagements

"Everyone sees "$NVDA can sell to China again." The real story US takes XX% cut on every H200 sale. That's a tax on exports not a gift. H200 is 6x more powerful than the H20 China was stuck with. But Blackwell and Rubin Still banned. Revenue unlock now tech lead stays protected. Smart play. 🎯"
X Link 2025-12-09T09:23Z XXX followers, XXX engagements

"+108% YTD and silver's STILL undervalued 💡 Gold/silver ratio at 73:1. Historical average = 55-60:1. Even after this monster run silver would need to hit $XX just to normalize. The real story isn't fear - it's a 4-year supply deficit of 200M oz/year while solar and EVs gobble up XX% of production. This isn't speculation. It's industrial math 🎯"
X Link 2025-12-09T15:58Z XXX followers, 1146 engagements

"Timing is everything. Beijing added this BEFORE Trump approved H200 exports 💡 Translation: "We don't need your chips anymore." Huawei and Cambricon now have guaranteed government demand worth billions. US estimate: Huawei could produce several million Ascend 910C units by 2026. Tech decoupling just became official policy. $NVDA's China problem isn't going away 🎯"
X Link 2025-12-10T11:19Z XXX followers, XXX engagements

"Wait - Beijing just added domestic chips to official procurement list TODAY 💡 So government says "buy Huawei" while Alibaba and ByteDance rush to order $NVDA H200s. Private sector knows Ascend 910C isn't competitive yet. They'll take the best chips they can legally get. Policy vs reality. The chip war has layers 🎯"
X Link 2025-12-10T11:26Z XXX followers, XXX engagements

"This follows the internal memo about making VR "economically sustainable" 💡 Last week: Zuckerberg ordered XX% budget cuts to metaverse division. Reality Labs has burned $70B+ since 2021. Quest sales declining YoY in 2025 while Ray-Ban glasses fly off shelves. The pivot is clear: subsidize less charge more shift focus to wearables. $META printing money in ads. VR is now the side project 🎯"
X Link 2025-12-10T13:34Z XXX followers, XXX engagements

"The headline buries the bullish thesis 💡 This comes with DB's S&P 8000 target for 2026 (+17-21% from here). EPS to $XXX (+14%). US XXX% = acceleration from 2025 not slowdown. Fed only X more cuts then pause = soft landing achieved. DB thesis: AI productivity gains broaden beyond Mag X earnings cycle expands. One of the most bullish street forecasts right now 🎯"
X Link 2025-12-10T14:58Z XXX followers, XXX engagements

"TRADE ALERT $CON (Continental AG) 🛞 Bought XXX @ XXXXX (23 Sep 2025) Thesis Post-spin setup: After the Aumovio spin-off $CON is essentially a tyre pure-playsimpler higher-margin cash-generative replacement mix; lower-margin auto systems carved out. 🔧 Technical mispricing: Spin distribution + index/flow effects pressured both legs; room for re-rating as investors re-underwrite the cleaner story and the board outlines a higher payout policy. 📉➡📈 Portfolio action: Ongoing portfolio streamlining (incl. potential ContiTech separation) + clearer balance sheet supports capital returns. 🧭 Macro"
X Link 2025-09-23T13:26Z XXX followers, 3162 engagements

"🚨 TRADE ALERT: Closed $VOW3 @ XXXXXX +14% in XX days 🎯 Small position opened Sept XX. Taking profit here. VW situation is messy: - Dec deal avoided plant closures BUT 35K job cuts by 2030 - Capacity reduction 734K units across German plants - Lost China market leadership to BYD - was X in X cars now trailing - EU EV sales -XXX% Nov Germany -XXXX% - Still targeting 15B annual savings mid-term The union drama is "resolved" but structural problems remain. German auto is fighting EV transition + China competition + labor costs simultaneously. +392 realized. Will revisit if valuation gets truly"
X Link 2025-12-04T20:52Z XXX followers, XXX engagements

"PERFORMANCE UPDATE: December X 2025 Results vs. S&P XXX ($SPY): YTD: +78.67% vs +17.28% 1-Year: +95.20% vs +12.81% Since '21: +441% vs +69% The gap: 372pp outperformance. Top X Holdings: X. $PYPL (10%) - Payments turnaround X. $EEFT (9%) - Cross-border fintech X. $NU (8%) - LatAm neobank X. $ZAL (8%) - European e-commerce X. $WIZZ (7%) - Deep value airline Strategy: Concentrated contrarian bets. I buy what Wall Street abandons. My investment deep-dives for free: Interactive Brokers screenshot enclosed"
X Link 2025-12-08T13:30Z XXX followers, XXX engagements

"This is why I'm long $PYPL at X% of portfolio 💡 Merchants don't care about "overspending" - they care about conversion. BNPL boosts AOV 60-90% and PayPal takes a cut on every transaction. Q3: PayPal processed $1.2T in TPV. Even small BNPL penetration gains = massive revenue. The "debt trap" narrative misses who actually profits here 🎯"
X Link 2025-12-09T18:44Z XXX followers, XXX engagements

"This is part of $LLY's $50B US manufacturing buildout since 2020 💡 Why the rush They're running plants 24/7/365 and still can't meet GLP-1 demand. Mounjaro + Zepbound did $13.5B in 2024 doubling YoY. API reshoring = tariff hedge + capacity expansion for orforglipron (GLP-1 pill in pipeline). Not charity. Demand is that insane 🎯"
X Link 2025-12-09T20:37Z XXX followers, XXX engagements

"$1.5T on $16B revenue = 94x sales. That's NVDA-at-peak territory 💡 But here's the difference: Starlink is XX% of revenue and XX% recurring. They're cash flow positive with $8B+ profit projected for 2025. This isn't a rocket company anymore. It's a telecom with 8M subs growing 50%+ YoY that also happens to own the launch infrastructure. First time retail can access this 🎯"
X Link 2025-12-09T20:54Z XXX followers, 5454 engagements

"$14B buyback on $500B market cap = XXX% buyback yield. Add XXX% dividend = XXX% total shareholder return 💡 Here's the kicker: $MA generates $16B FCF annually. This buyback is less than X year of free cash flow. They're literally returning almost all FCF to shareholders while still growing 10%+ YoY. This is what a capital allocation machine looks like 🎯"
X Link 2025-12-09T21:26Z XXX followers, 1780 engagements

"$WIX already at XXXXXX. This is up XX% since my STRONG BUY investment thesis a week ago. However still huge upside potential ahead target price $XXX. Read my full thesis if you're interested in the details"
X Link 2025-12-09T21:32Z XXX followers, XXX engagements

"Or. this is the soft landing they've been promising 💡 Higher GDP + lower inflation + stable unemployment = textbook Goldilocks. The catch: if economy's this strong why cut at all These projections justify pause not easing. Fed just told you mission accomplished. Fewer cuts ahead. 🎯"
X Link 2025-12-10T19:10Z XXX followers, 4040 engagements

"The XX% US weight is the story here 💡 This isn't a "global" bull market. It's a US bull market with international decoration. Last time US hit this concentration in ACWI Never. We're in uncharted territory. When the index IS the US "global diversification" is just a label. 🎯"
X Link 2025-12-10T22:06Z XXX followers, XXX engagements

"Disney just figured out how to monetize IP in the AI era 💡 Instead of fighting deepfakes they're licensing characters directly. Revenue stream from every Sora-generated Mickey video. This is the template. Expect every major IP holder (Marvel Warner Universal) to follow. Content libraries become AI training royalties. $DIS finally playing offense on tech. 🎯"
X Link 2025-12-11T14:23Z XXX followers, XX engagements

"$WIX down XX% from its all-time high. Wall Street: "growth slowing" FinTw bears: "competitive threats" Me: I made it X% of my portfolio STRONG BUY with $XXX target (+76.5% upside) The most mispriced SaaS stock right now transformed from cash-burning to Rule of 40+ elite. Full 10-minute deep dive with charts catalysts valuation attached natively below (autoplay on) 👇 Quick hits if you're scrolling: X Base44 AI 7x user growth (300K to 2M in X months) $50M ARR target X Partners segment exploding: 30%+ CAGR now XX% of revenue X Profitability inflection ACHIEVED FCF margin: X% XX% targeting 35%+"
X Link 2025-12-03T19:00Z XXX followers, 1419 engagements

"The labor market paradox in one chart: Challenger: 1.17M layoffs announced YTD (highest since 2020) Initial Claims: 191K (lowest since Feb -XX% vs expected) Companies are ANNOUNCING cuts but workers aren't FILING claims. Translation: Severance + quick re-employment. The "soft landing" is still landing. Fed sees this = Dec cut stays on table. 🎯"
X Link 2025-12-04T13:34Z XXX followers, 2366 engagements

"This is leverage in the data-sharing fight 💡 USDA demanded names + immigration status of 42M SNAP recipients. XX states (all Dem) sued to block it. Admin found 186K deceased recipients + 500K duplicates in states that complied. Now using "exclusions" as carrot vs threat of funding cuts as stick. $100B/year program. Stakes are high enough that some states will flip 🎯"
X Link 2025-12-10T15:00Z XXX followers, 7167 engagements

"$ORCL selloff breakdown 💡 The "EPS beat" is misleading. $0.91/share came from selling Ampere to SoftBank. Strip that out = mediocre quarter. Real problems: - Capex $12B vs $8.3B est (+45% miss) - FCF -$10B vs -$5.2B est (2x worse) - Revenue miss on top - Q3 guidance below expectations Spending way ahead of revenue conversion. Market's asking when AI capex turns into actual profit. 🎯"
X Link 2025-12-11T14:43Z XXX followers, XXX engagements

"$PYPL down XX% from its all-time high. Wall Street: melting ice cube FinTw bears: dead money forever Me: just made it XX% of my entire portfolio (+441% since 2021) This is the most hated stock of 2024 about to become the biggest winner of 2025-26. Full 17-minute deep dive with charts DCF bear rebuttals attached natively below (autoplay on) 👇 Quick hits if youre scrolling: X Fastlane +70% MoM growth already 10M+ users X AI-Agent commerce = $5-10 TRILLION market PayPal is the only payment layer ready X Branded Checkout & Venmo monetization re-accelerating hard Q3 TPV +14% YoY (fastest in 3+"
X Link 2025-12-01T13:14Z XXX followers, 4409 engagements

"Ellison already told Zaslav via text that $XX "isn't best and final" 💡 At $35/share WBD enterprise value hits $126B vs Netflix's $82.7B deal. The math for WBD board: take $XX cash now or bet on Netflix stock + uncertain spinoff value + 12-18 month regulatory gauntlet. Netflix breakup fee is only $2.8B. That's rounding error if Paramount goes to $XX 🎯"
X Link 2025-12-10T13:17Z XXX followers, 1284 engagements

"Weak dollar = tailwind for international holdings 💡 My EU exposure ($TUI Zalando Hugo Boss Wizz) and EM plays ($NU $BABA $JD $KSPI) all benefit when DXY drops. But SocGen's right - "final stages" means the easy money's been made. US growth outperformance by mid-2026 puts a floor under the dollar. Trade the bounce in non-US don't overstay. 🎯"
X Link 2025-12-11T15:06Z XXX followers, 1488 engagements

"JUST IN: Trump says hes considering eliminating federal taxes on gambling winnings in the US If this goes through players keep XXX% of wins way more money flowing back to the tables huge boost for live casino volumes. Evolution $EVO (6% of my portfolio) dominates the US live dealer market. This would be serious rocket fuel for their American growth. Still flying completely under the radar. Watching closely 🚀 #Evolution #gamblingstocks #investing"
X Link 2025-12-11T17:09Z XXX followers, 11.2K engagements