@VladBastion Avatar @VladBastion Vlad Investment Bastion

Vlad Investment Bastion posts on X about stocks, palantir, $nvda, ai 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 finance 96% stocks 56% technology brands 36.8% countries 19.2% cryptocurrencies 8.8% automotive brands 8% fashion brands 6.4% luxury brands 4% social networks 3.2% currencies 3.2%

Social topic influence stocks #3829, palantir 11.2%, $nvda #2422, ai 8.8%, $pltr 8%, $googl 8%, growth 7.2%, software #1615, $mu 6.4%, in the 6.4%

Top accounts mentioned or mentioned by @schuldensuehner @kobeissiletter @longequity @citrini7 @jonbma @brewmarkets @mikezaccardi @finvizcom @thelonginvest @aureliusltd28 @markoinny @convertbond @patbhakta @equityny @lorenzobolsa

Top assets mentioned NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Oracle Corporation (ORCL) AppLovin Corporation (APP) Tesla, Inc. (TSLA) ServiceNow Inc (NOW) Arista Networks Inc (ANET) Metadium (META) Eli Lilly and Company (LLY) Goldman Sachs (GS) Salesforce Inc (CRM) Adobe, Inc. (ADBE) Lululemon Athletica Inc (LULU) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Now Coin (NOW) Fair Isaac, Corp. (FICO) Deckers Outdoor, Corp. (DECK) Walmart, Inc. (WMT) Hims & Hers Health, Inc. (HIMS) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Bank of America (BAC) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Costco Wholesale Corporation (COST) Tempus AI, Inc. (TEM) DoorDash Inc. (DASH) Welltower Inc (WELL) Dash (DASH) Intuit Inc. (INTU) Figma, Inc. (FIG) Alibaba Group (BABA) Garmin Ltd. (GRMN) UnitedHealth Group (UNH) Robinhood Markets, Inc. (HOOD)

Top Social Posts

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

"Top [--] Israeli Stocks Briefing ๐Ÿ“ˆ Top Exp Revenue Growth (3Y CAGR): ๐Ÿ›’ Global-E Online +25% ๐Ÿ’ฐ Highest Forward P/E (2027): ๐Ÿ–ฅ CyberArk Software 58x ๐Ÿ’ฐ Lowest Forward P/E (2027): ๐Ÿ’Š Teva Pharmaceutical 5x ๐Ÿ’ฐ Highest Dividend Yield: ๐Ÿ“ก Bezeq 5.1% โš™ Highest Net Income Margin (ex-RE & Fin): โ›ฝ NewMed Energy 52% ๐Ÿš€ Top YTD Return: ๐Ÿ›ก Phoenix Holdings +78% ๐Ÿš€ Top 5Y Return: โ›ฝ NewMed Energy +667% โœ… Highest Quality Score: ๐Ÿ–ฅ Check Point Software 96/100 ๐Ÿ“ˆ Top Growth Score: ๐Ÿ–ฅ mondaycom 94/100 ๐Ÿง  Top GEAR Score: โ›ฝ NewMed Energy 89/100 ๐Ÿง  Top GEAR Score (ex-Energy ex-Banks): ๐Ÿ–ฅ NICE 71/100 ๐Ÿ”Ž Company"
X Link 2025-06-20T10:29Z 12.7K followers, [----] engagements

"@jonbma U.S. Stocks with the Highest Forward EV/EBITDA Multiples: ๐Ÿ–ฅ MicroStrategy 2962x $MSTR ๐Ÿ”ฌ Tempus AI 2422x $TEM ๐Ÿงฌ Alnylam Pharmaceuticals 835x $ALNY ๐ŸŒ Circle Internet Group 232x $CRCL ๐Ÿ–ฅ Palantir 182x $PLTR"
X Link 2025-06-23T16:24Z 12.7K followers, [----] engagements

"15 S&P [---] stocks with the highest Business Growth Score ๐Ÿ›ฐ Palantir $PLTR ๐Ÿ’ป NVIDIA $NVDA ๐Ÿ” DoorDash $DASH ๐Ÿ“ก Broadcom $AVGO ๐Ÿ”ฅ AMD $AMD ๐Ÿ–ฅ Super Micro $SMCI ๐Ÿ’Š Eli Lilly $LLY โ˜ ServiceNow $NOW ๐ŸฅŠ TKO Group $TKO ๐ŸŒ Arista Networks $ANET ๐Ÿ’พ Micron $MU ๐Ÿฅ Welltower $WELL ๐Ÿ› Oracle $ORCL โšก Axon $AXON ๐Ÿถ Datadog $DDOG https://twitter.com/i/web/status/1965053422987591763 https://twitter.com/i/web/status/1965053422987591763"
X Link 2025-09-08T14:03Z 12.7K followers, [----] engagements

"Here are [--] top Chinese growth stocks selected by my scoring system for a thematic portfolio. Overlap with Goldmans portfolio: ๐Ÿ“กEoptolink offers the broadest transceiver portfolio used in data centers cloud telecom and HPC. ๐Ÿ’ŠInnovent Biologics Chinese biopharma developing monoclonal antibodies and protein therapeutics for oncology autoimmune cardiovascular and metabolic diseases. China Growth Portfolio Goldman Sachs highlights stocks that: Play key themes (exports to EMs shareholder returns AI services POE support) Deliver strong earnings growth Likely beat consensus https://t.co/3LLDSCHACo"
X Link 2025-09-15T10:37Z 12.7K followers, [----] engagements

"Top [--] S&P [---] Performers Last Week ๐Ÿ’ณ Fair Isaac $FICO +21% ๐Ÿงช Charles River Labs $CRL +21% ๐Ÿงฌ Bio-Techne $TECH +21% ๐Ÿงซ Thermo Fisher $TMO +18% ๐Ÿ’Š Eli Lilly $LLY +16%"
X Link 2025-10-06T13:01Z 12.7K followers, [----] engagements

"๐Ÿ’พ Sandisk is the hottest stock in the S&P [---] over the last month +109% $SNDK The company makes NAND flash memory which is essential for data centers running Al workloads. SanDisk's data-center revenue rose 64% last quarter as technology companies deploying AI at scale fueled demand. Valuation: 12x forward earnings. Growth: top 10% globally on expected 5Y growth. https://twitter.com/i/web/status/2018326482787926174 https://twitter.com/i/web/status/2018326482787926174"
X Link 2026-02-02T14:11Z 12.7K followers, [----] engagements

"Still searching for the optimal color scheme for this kind of infographic. @Citrini7 Nvidia sits in the 99th percentile globally on both Growth and Quality metrics. $NVDA https://t.co/CVWrR5cLtS @Citrini7 Nvidia sits in the 99th percentile globally on both Growth and Quality metrics. $NVDA https://t.co/CVWrR5cLtS"
X Link 2026-02-06T21:04Z 12.7K followers, [----] engagements

"Is it better @VladBastion Deeper greens yellows and reds like a traffic light @VladBastion Deeper greens yellows and reds like a traffic light"
X Link 2026-02-07T13:16Z 12.7K followers, [----] engagements

"@brewmarkets Its not the best time for a software stock with a -100% operating margin"
X Link 2026-02-13T17:59Z 12.7K followers, [----] engagements

"๐ŸฉธSaaSpocalypse. Top [---] US software stocks 1-month performance. This is the biggest stock selloff driven by the fear of AI displacement that markets have seen"
X Link 2026-02-05T13:30Z 12.7K followers, [----] engagements

"Unbelievable how in just a year Alphabet went from being disrupted by ChatGPT to becoming one of Wall Streets darlings in the AI mania. $GOOG $GOOGL ๐Ÿ‘‡ New dashboard: a momentum tracker (in development)"
X Link 2026-02-06T11:30Z 12.7K followers, [----] engagements

"@Citrini7 Nvidia sits in the 99th percentile globally on both Growth and Quality metrics. $NVDA"
X Link 2026-02-06T21:02Z 12.7K followers, [----] engagements

"@Schuldensuehner Global Top [---] Software Stocks - [----] YTD Performance"
X Link 2026-02-08T09:47Z 12.7K followers, [----] engagements

"High Quality + Growth software names in deep drawdowns (more than -25% YTD): ๐Ÿ“ฑ $APP Applovin ๐Ÿงพ $TNE TechnologyOne ๐Ÿšš $WTC WiseTech Global ๐Ÿงพ $INTU Intuit ๐Ÿ–ฅ $ORCL Oracle โš™ $NOW ServiceNow ๐Ÿค $CRM Salesforce @Schuldensuehner Global Top [---] Software Stocks - [----] YTD Performance https://t.co/ecrIvo7qA7 @Schuldensuehner Global Top [---] Software Stocks - [----] YTD Performance https://t.co/ecrIvo7qA7"
X Link 2026-02-08T17:46Z 12.7K followers, [----] engagements

"โš™ Nordson $NDSN breaks out as defensive Industrials lead. The Dividend Aristocrat designs precision dispensing and coating systems for adhesives sealants and coatings across electronics packaging medical and automotive markets. Management expects FY26 sales growth to accelerate to up to +6% vs FY25. Quality Score: 77th percentile globally +21% YTD trading at an all-time high [--] consecutive years of dividend increases Dividend Yield: 1.1% FCF Yield: 4.1% With markets favouring defensive low business-risk stocks the Industrials rally may have further room to run."
X Link 2026-02-09T14:32Z 12.7K followers, [---] engagements

"S&P Global $SPGI ๐Ÿ’ŽQuality + Growth Rating 89th percentile ๐Ÿ†Quality [--] โš™Growth + Efficiency at Reasonable Price [--] The stock is included in a portfolio of top U.S. Dividend Aristocrats. $SPGI now trading at a 4% FCF yield is a great entry and above historical averages. Its crazy how easily the market begins to underestimate S&P Globals importance and stickiness within global capital markets. The biggest businesses in the work RELY on S&P that cant just https://t.co/6PJvRkzj8t $SPGI now trading at a 4% FCF yield is a great entry and above historical averages. Its crazy how easily the market"
X Link 2026-02-09T15:57Z 12.7K followers, [----] engagements

"Wild how cheap some tech names have become. Forward P/E 2028E: โ˜ Salesforce $CRM 13x ๐Ÿ‘ฝ Reddit $RDDT 12x ๐ŸŽจ Adobe $ADBE 10x No need to buy right now but definitely worth keeping on the watchlist"
X Link 2026-02-10T15:11Z 12.7K followers, [----] engagements

"๐Ÿ’พ Teradyne $TER is the top performer in the best-returning portfolio this month. The business is straightforward: automated test equipment for semiconductors. Surging demand for memory chips from AI data centers has driven massive growth in demand for the company's services. Revenue is expected to double to $6B over the next three years. Teradyne ranks in the 89th percentile by Growth Score. Since the latest rebalance of the S&P [---] Growth + Momentum portfolio TER is up +30%. The portfolio overall: +7.5% vs. 1.5% for the index. https://twitter.com/i/web/status/2022719358842044732"
X Link 2026-02-14T17:07Z 12.7K followers, [----] engagements

"@MikeZaccardi @finviz_com GEs spinoffs trading at 40x+ P/E are also eye-opening"
X Link 2026-02-15T15:18Z 12.7K followers, [---] engagements

"Impressive business transformation at The The New York Times since the pandemic. Net profit margin has nearly doubled. Revenue is up about 50% over the past five years. $NYT "Software companies are going the way of the newspaper" The newspaper: https://t.co/9CJV7zJqhN "Software companies are going the way of the newspaper" The newspaper: https://t.co/9CJV7zJqhN"
X Link 2026-02-15T21:46Z 12.7K followers, [---] engagements

"U.S. software stocks: down +30% but still top-ranked on Quality + Growth. ๐Ÿ“ฑ $APP Applovin ๐Ÿงพ $INTU Intuit โš™ $NOW ServiceNow ๐Ÿ—„ $ORCL Oracle ๐Ÿจ $AGYS Agilysys"
X Link 2026-02-05T21:25Z 12.7K followers, [----] engagements

"๐Ÿ›ข Texas Pacific Land is an unusual way to play Alphabets AI infrastructure capex boom. The company owns [------] acres of land in the Permian Basin one of the most resource rich regions in the US and monetizes this land through oil and gas royalties water services as well as land leases and sales. AI data center investment is constrained by three inputs: land power and water. TPL can potentially provide all three in one place. That is why the market increasingly views it as an AI picks and shovels infrastructure asset rather than just another oil and gas stock. Bolt a data center developer"
X Link 2026-02-10T21:09Z 12.7K followers, [---] engagements

"Adobe is the buyback champion among US megacaps. After the stocks decline its buyback yield has already reached 10.4%. The market fears AI disruption for the company and is valuing it at the lowest multiples in its history. $ADBE"
X Link 2026-02-11T14:52Z 12.7K followers, [----] engagements

"The easiest way to look like a stock market leader right now is simple: announce youre ramping up memory chip production. Samsung said on Thursday it has begun mass production of next generation high bandwidth HBM4 chips a critical component for scaling up massive AI data centers. The stock is up 21% this week"
X Link 2026-02-15T15:35Z 12.7K followers, [----] engagements

"A bar chart view has been added to the Heatmap page for the selected stock lists (Bars tab). up to [--] stocks the chart width automatically adjusts to the number of stocks a median line is added for easier comparison Example: the US Software selloff this year $APP $FIG $ADBE $CRM $PLTR https://twitter.com/i/web/status/2023409977168146486 https://twitter.com/i/web/status/2023409977168146486"
X Link 2026-02-16T14:51Z 12.7K followers, [---] engagements

"German defense contractor Rheinmetall Revenue Growth: 20172022: -3% [--------] (Expected): +148%"
X Link 2025-02-16T11:12Z 10.5K followers, [----] engagements

"There are only two mega-cap stocks in the consumer discretionary sector with ROA 15% and EBITDA margin 30%: [--]. Herms [--]. Ferrari"
X Link 2025-02-16T23:23Z 10.2K followers, [----] engagements

"@Schuldensuehner The epic transformation of Rheinmetall. German defense contractor Rheinmetall Revenue Growth: 20172022: -3% [--------] (Expected): +148% https://t.co/fUkMvW56kz German defense contractor Rheinmetall Revenue Growth: 20172022: -3% [--------] (Expected): +148% https://t.co/fUkMvW56kz"
X Link 2025-02-17T09:05Z 10.2K followers, [----] engagements

"Stock Screen: Growth + Extremely Undervalued in the Future Historic Revenue Growth 10% CAGR Expected Revenue Growth 10% CAGR Forward P/E [----] 10x Operating Country: USA Stock List"
X Link 2025-02-17T22:34Z 10.4K followers, [----] engagements

"My rating system (Growth + Efficiency + Value) assigns the highest ratings to: โ› Lundin Mining base metals mining โ›ฝ Tourmaline Canada's largest natural gas producer โ› Alamos Barrick gold miners โ› First Quantum one of the world's top [--] copper producers ๐Ÿ–ฅ Constellation Software a conglomerate that acquires market software businesses ๐Ÿ›’ Dollarama dollar store retail chain"
X Link 2025-02-18T12:27Z 10.6K followers, [----] engagements

"Pinduoduo $PDD is incredibly undervalued. Its forward P/E is 11x lower than Alibaba's $BABA 13x while its forecasted revenue growth rate is nearly twice as high. Based on the price/earnings to growth model it has the highest upside potential among the top [--] non-U.S. stocks"
X Link 2025-02-19T11:52Z 12.6K followers, 74.7K engagements

"After the success of the Apple Watch it seemed that Garmin $GRMN was headed for disruption. However the company surprised with its resilience. 3Y stock return: 24% CAGR vs. 13% for the S&P [---] and Apple. Expected revenue growth over the next three years is +9%. Net profit margin stands at 25% placing it among the top 20% of the world's best companies. Garmin ranks second in Quality Score among S&P [---] Consumer Discretionary stocks"
X Link 2025-02-19T13:11Z 12.7K followers, [----] engagements

"Top Quality Scores in the S&P [---] Consumer Discretionary Sector ๐Ÿ‘— Deckers Outdoor $DECK ๐Ÿ  Garmin $GRMN ๐Ÿ‘— Lululemon $LULU"
X Link 2025-02-19T15:34Z 12.7K followers, [----] engagements

"Can anything justify Walmarts $WMT Forward P/E multiple of 40x The company is successfully transitioning from a traditional retailer to an internet-driven business. Walmarts e-commerce sales have grown over 20% annually with nearly 20% of its revenue now coming from online channels. Its marketplace hosts more than [---] million third-party products. This shift to digital has also fueled a 28% year-over-year growth in its advertising business. As a result Walmarts margins are improving. Analysts expect its net income margin to reach a 10-year high by [----]. The company also has the third-highest"
X Link 2025-02-20T14:20Z 10.4K followers, [----] engagements

"I believe the upper bound of a reasonable valuation for Palantir is 80x its forward 12-month P/E implying a fair value of $50 per share. $PLTR"
X Link 2025-02-20T16:51Z 10.4K followers, [----] engagements

"It is difficult to find a company outside the technology sector with such perfect profit growth up to [----]. The WSJ analysis found that UnitedHealth members were about [--] times as likely to have diabetic cataracts as the average patient in traditional Medicare. Diagnoses by UnitedHealth for diseases that no doctor treated generated $8.7 billion in payments in [----]. $UNH"
X Link 2025-02-21T13:57Z 10.5K followers, [----] engagements

"Chinese stocks have been the best-performing assets over the past month. The country-specific ETF $MCHI is up 21%. Ive always been quite sceptical about this market but the medium-term sentiment looks very positive right now"
X Link 2025-02-21T16:14Z 12.6K followers, [----] engagements

"Energy drink maker Celsius $CELH has become the top-performing stock in the broad U.S. market this week. It was announced that Celsius acquired rival Alani Nu for $1.8 billion which could improve sales momentum in the future. The combined company will control 16% of the energy drink market. Over the past year Celsius stock has remained down 49% after its explosive sales growth slowed"
X Link 2025-02-23T15:41Z 11.1K followers, [----] engagements

"Chinese and Hong Kong firms hold [--] leading positions for weekly gains among the top [---] non-American companies globally. ๐Ÿ“ก China Unicom: +32% ๐Ÿ’พ SMIC: +19% ๐Ÿ’พ Cambricon: +19% ๐Ÿ’พ Will Semiconductor: +16% ๐Ÿ’ป Xiaomi: +16% ๐Ÿ’พ Hygon: +16% ๐Ÿ›’ Alibaba: +15% $BABA ๐Ÿ”ฌ WuXi AppTec: +15%"
X Link 2025-02-23T22:15Z 12.7K followers, [----] engagements

"If we look at Nubank $NU in terms of Forward P/E and Expected Earnings Growth the company would be one of the most undervalued among the top [--] banks in the world"
X Link 2025-02-24T12:11Z 12.6K followers, 47.7K engagements

"@long_equity Best UK Quality + Growth Stocks ๐ŸŒRightmove ๐ŸŒAuto Trader ๐Ÿ’พArm ๐Ÿ‘—Birkenstock ๐Ÿ–ฅSoftcat ๐ŸŽพGames Workshop ๐Ÿ”ŒHalma plc ๐Ÿ‘”RELX ๐Ÿ–ฅThe Sage Group"
X Link 2025-02-24T15:18Z 12.7K followers, [----] engagements

"@KobeissiLetter Top [---] US companies by weekly return. Palantir begins a long journey to adequate valuation"
X Link 2025-02-25T15:58Z 10.7K followers, 20.8K engagements

"9 Aerospace & Defense stocks are in the top [--] large-cap European companies with the highest growth rates. Expected average annual revenue growth over the next [--] years: Rheinmetall +29% Dassault Aviation +22% Saab +15% Kongsberg +13% Airbus +11% MTU +9% Safran +9% Rolls-Royce +9% Thales +7% In [----] Europe's defence spending exceeded 2% of GDP for the first time in the 21st century. These expenditures will likely continue to grow at a rate outpacing GDP"
X Link 2025-02-26T11:17Z 11.1K followers, 10.7K engagements

"I can confirm that the $HIMS report is excellent. Year-over-year revenue growth accelerated from 77% to 95%. The EBITDA margin has slightly decreased but a 6% margin is still a strong result given such growth rates. Importantly not only are profits increasing but also free cash flow. They will indeed lose $150-200 million per year due to the inability to mass-sell compounded semaglutide but revenues from other sources will still allow them to increase sales at a rate of 30-40% per year Currently HIMS is valued at [--] times the expected profits for [----]. This is more expensive than the market"
X Link 2025-02-26T14:43Z 12.6K followers, 16.4K engagements

"Hims & Hers is currently valued at [--] forward 12m earnings but has the highest expected revenue growth in the Global Healthcare Services sector. $HIMS"
X Link 2025-02-26T16:17Z 12.6K followers, 42K engagements

"I really like the way the Spain ETF looks. Today its hitting a new all-time high. $EWP"
X Link 2025-02-26T17:16Z 12.7K followers, [----] engagements

"Global Software & IT Companies Surpassing the Rule of 40: Revenue Growth Rate + Profit Margin 40% Pinterest 67% $PINS AppLovin 58% $APP Kingsoft Office 55% VeriSign 55% $VRSN Meta 52% $META Microsoft 48% $MSFT Dynatrace 48% $DT Elm Company 48% Palantir 47% $PLTR Fair Isaac 46% $FICO Shopify 46% $SHOP Synopsys 45% $SNPS Fortinet 43% $FTNT DocuSign 42% $DOCU WiseTech 41% $WTC Alphabet 40% $GOOGL"
X Link 2025-03-03T17:11Z 12.7K followers, [----] engagements

"Most undervalued Top US Tech companies based on EV/Sales multiple and Growth + Margin ๐Ÿ”น Micron $MU ๐Ÿ”น Uber $UBER ๐Ÿ”น Amazon $AMZN ๐Ÿ”น Qualcomm $QCOM ๐Ÿ”น NVIDIA $NVDA"
X Link 2025-03-04T16:21Z 12.6K followers, 13.5K engagements

"Best country ETF by year-to-date return in USD: Poland +27% Austria +21% Spain +20% Germany +20% Sweden +20%"
X Link 2025-03-05T15:07Z 12.7K followers, [----] engagements

"Potential candidates for inclusion in the S&P [---] - Bank of America list ๐Ÿ“ฑ Applovin ๐Ÿฆ Interactive Brokers โšก Cheniere Energy ๐Ÿถ Datadog ๐Ÿš— Carvana ๐Ÿ’ณ Block ๐Ÿ“Š Robinhood ๐Ÿ›ฉ Heico ๐Ÿ“ข Trade Desk ๐Ÿ”— Hubspot โš™ Vertiv ๐Ÿ“‰ Tradeweb ๐Ÿฆ‰ Blue Owl ๐Ÿ“Œ Pinterest"
X Link 2025-03-14T15:43Z 12.6K followers, [----] engagements

"Top [--] Chinese Stocks Key Statistics Most Valuable Company: Tencent $606B Best YTD Return: ๐Ÿ›’ Alibaba +66% Best 1-Year Return: ๐Ÿ’พ Cambricon +339% Highest Expected Revenue Growth (3-Year CAGR): ๐Ÿ’พ Cambricon +90% Highest Forward P/E: ๐Ÿ’พ Hygon [---] Lowest Forward P/E: โ›ฝ CNOOC [--] Highest Free Cash Flow Yield: โ›ฝ CNOOC 13.1% Highest Net Income Margin: ๐Ÿน Kweichow Moutai 50% Best Growth + Efficiency at Reasonable Price (GEAR) Strategy Score: ๐Ÿ›’ PDD [--] $PDD $BABA $JD"
X Link 2025-03-17T12:18Z 12.7K followers, 17.6K engagements

"Top Nasdaq [---] Stocks by Return in [----] ๐Ÿ›’ PDD 31% $PDD ๐Ÿ’พ Intel 29% $INTC ๐Ÿงฌ Vertex 27% $VRTX ๐Ÿงฌ Amgen 23% $AMGN ๐Ÿ’พ Micron 21% $MU"
X Link 2025-03-19T16:25Z 12.6K followers, [----] engagements

"Valuation Scatterplot: Forward P/E vs Expected Revenue Growth. Top [--] Tech Sector Stocks Based on this regression model: Most Undervalued Stocks: ๐Ÿ’พ SK hynix ๐Ÿ’ป TSMC $TSM ๐Ÿ–ฅ AMD $AMD ๐Ÿ’พ Micron $MU ๐Ÿ’ป Oracle $ORCL ๐Ÿ–ฅ NVIDIA $NVDA ๐Ÿš— Uber $UBER ๐Ÿ” Alphabet $GOOGL Most Overvalued Stocks: ๐Ÿ“ฑ Apple $AAPL ๐Ÿ›ก CrowdStrike $CRWD ๐Ÿ”ฎ Palantir $PLTR ๐Ÿš— Tesla $TSLA ๐Ÿ“ก Qualcomm $QCOM ๐Ÿ’ป IBM $IBM ๐Ÿ’ป Intel $INTC"
X Link 2025-03-20T16:00Z 12.7K followers, [----] engagements

"@long_equity Best Quality Score among the top companies in the Netherlands ๐Ÿ’ฐ Adyen ๐Ÿ’พ ASML ๐Ÿ’พ BE Semiconductor"
X Link 2025-03-21T12:24Z 12.7K followers, [----] engagements

"11/ UBS Highlights a Surge in Business Activity in Chile and Potential Returns on Sovereign Bonds In my global country ETF rankings Chile $ECH ranks fourth"
X Link 2025-03-23T12:13Z 12.7K followers, [---] engagements

"Dividend Kings but not Value Traps Companies that: โœ… Have increased dividends for at least [--] years โœ… Expected revenue growth 5% per year โœ… 3-year stock return 30% ๐Ÿ™ Consolidated Edison $ED ๐Ÿ” McDonald's $MCD ๐Ÿ’ณ ADP $ADP ๐Ÿ“ฆ Grainger $GWW ๐Ÿ›’ Walmart $WMT ๐Ÿ”ง Parker-Hannifin $PH"
X Link 2025-03-25T15:23Z 12.8K followers, [----] engagements

"The Spain ETF $EWP is reaching new all-time highs and ranks among the top [--] best-performing Country ETFs in [----]. Record tourism and strong exports have driven Spain's economic growth to one of the highest rates in Europe with unemployment near a 15-year low. Spanish banks comprising nearly a third of the country's stock index benefit from improved net interest margins due to the robust economy"
X Link 2025-03-26T09:53Z 12.7K followers, [---] engagements

"4/ Top investment factors outperforming during stagflation 5Y ROE 1Y ROE Dividend Yield ROA ROC Free Cash Flow/EV Dividend Growth"
X Link 2025-03-30T11:12Z 12.6K followers, [----] engagements

"5/ BofAs high-quality stock picks NVIDIA Palantir Pinduoduo Vertex Pharmaceuticals Spotify Arista Networks Applovin KEYENCE Recruit Ferrari"
X Link 2025-03-30T11:12Z 12.6K followers, [---] engagements

"@KobeissiLetter I just read in a BofA report that if every country responds with similar tariffs the operating profits of U.S. stocks could drop by 32%"
X Link 2025-04-04T10:32Z 12.6K followers, 15.4K engagements

"The trade war is effectively destroying Pinduoduos $PDD Temu platform in the U.S. However the platform has significantly diversified from 100% U.S.-based users in late [----] to less than 15% by February [----] (Goldman Sachs). Today Temu has 300mn+ users outside the United States"
X Link 2025-04-09T10:41Z 12.7K followers, [----] engagements

"The challenge with the Consumer Staples sector Almost no real growth stocks. Among the top [--] U.S. Consumer Staples names only two earn a green growth rating: ๐Ÿน Monster Beverage $MNST ๐Ÿšฌ Philip Morris $PM Yellow rating - moderate growth potential: ๐Ÿ› Costco $COST ๐Ÿน Coca-Cola $KO ๐Ÿ› Walmart $WMT ๐ŸŽ Mondelez $MDLZ ๐Ÿ› Sysco $SYY The rest of the sector lags in business growth despite historical defensiveness"
X Link 2025-04-10T13:35Z 12.7K followers, [---] engagements

"Among the top [--] Consumer Staples stocks the ones Id highlight right now for their combination of growth and value are: ๐Ÿน Monster Beverage $MNST ๐Ÿšฌ Philip Morris $PM ๐Ÿฅค Coca-Cola $KO Pepsico $PEP has the best Growth + Efficiency at a Reasonable rating among the recession-proof names highlighted by BofA"
X Link 2025-04-10T14:59Z 12.7K followers, [----] engagements

"Top [---] global consumer staples stocks are up 6% YTD on average making the sector one of the best performers during the recent market correction. Top [--] Gainers (USD): ๐ŸŽ Grupo Nutresa +56% ๐Ÿน Coca-Cola HBC +34% ๐Ÿ› BJ's Wholesale +31% ๐Ÿ› Dino Polska +31% ๐Ÿน Asahi +30% BJs Wholesale $BJ is dodging the worst of Trumps tariffs offering value-focused customers a safe haven amid inflation and uncertainty. ๐Ÿ” Analysts at investment bank William Blair on BJs: Tariffs arent a major issue China exposure is just low-single digits. BJs also relies less on discretionary spending: 85% of its non-fuel sales"
X Link 2025-04-11T11:03Z 12.7K followers, [----] engagements

"Top Performing Stock Markets YTD Poland +29% $EPOL Spain +19% $EWP Greece +15% $GREK Austria +14% $EWO Germany +13% $EWG Worst Performing United States -10% $SPY Turkey -11% $TUR Thailand -16% $THD Taiwan -16% $EWT Indonesia -20% $IDX"
X Link 2025-04-11T12:43Z 12.7K followers, [----] engagements

"@KobeissiLetter US material import dependency ๐Ÿ‘‡"
X Link 2025-04-13T21:05Z 12.6K followers, 10.8K engagements

"Goldman Sachs sees the most upside potential in Novo Nordisk $NVO among names on its European Conviction List. The stock has lagged recently due to concerns that the next-gen weight loss drug CagriSema may not deliver much of a boost compared to the previous drug Wegovy. However analysts view the selloff as overdone citing: A strong catalyst pipeline in [----] Improving supply dynamics driving a turning point in Wegovy prescription trends"
X Link 2025-04-14T12:23Z 12.6K followers, 36.8K engagements

"4 Semiconductors $SOX $SMH Hit a 1-year low. ๐Ÿ”ธ Trend Strength: Above average ๐Ÿ”ธ Stage: New"
X Link 2025-04-15T14:54Z 12.8K followers, [---] engagements

"5 Spanish Equities $EWP Breaking all-time highs ๐Ÿ“ˆ ๐Ÿ”ธ Trend Strength: Moderate ๐Ÿ”ธ Maturity: Long-term (1+ year)"
X Link 2025-04-15T14:54Z 12.7K followers, [---] engagements

"@TheLongInvest S&P [---] Stocks with P/E [---] ๐Ÿ  BXP [---] ๐Ÿ”ฌ Charles River [---] ๐Ÿ–ฅ Palantir [---] ๐Ÿ‘” Dayforce [---] ๐Ÿ  Ventas [---] ๐Ÿงฌ Incyte [---] ๐Ÿงฌ Gilead [---] ๐Ÿข CoStar Group [---] ๐Ÿ’พ Qorvo [---] ๐Ÿ  UDR [---] ๐Ÿ  Iron Mountain [---] โ›ฝ EQT [---] ๐Ÿ–ฅ ServiceNow [---] โœˆ Axon [---] ๐Ÿš— Tesla [---] ๐Ÿ  Welltower 100"
X Link 2025-04-16T14:29Z 12.7K followers, [----] engagements

"๐Ÿ“Š Return of the Top [---] Global Semiconductor Companies in [----] Top Performers ๐Ÿ’พ Hua Hong +59% ๐Ÿ’พ SMIC +47% ๐Ÿ’พ SG Micro +40% ๐Ÿ’พ Rockchip +36% ๐Ÿ’พ Kioxia +33% Bottom Performers ๐Ÿ’พ ON Semi -46% ๐Ÿ’พ Rigetti Computing Inc. -46% ๐Ÿ’พ Marvell -53% ๐Ÿ’พ Astera Labs -56% ๐Ÿ’พ Semtech -58%"
X Link 2025-04-17T13:40Z 12.7K followers, [----] engagements

"Top [--] Global Stocks: EV/Sales vs Rule of [--] Rule of [--] = Revenue Growth + Net Income Margin Most undervalued stocks that meet or exceed the Rule of 40: ๐Ÿงฌ Roche $ROG ๐Ÿงฌ Novo Nordisk $NVO ๐Ÿงฌ Merck $MRK ๐Ÿ’พ TSMC $TSM ๐Ÿ’ป Alphabet $GOOGL ๐Ÿ’พ ASML $ASML ๐Ÿ’พ NVIDIA $NVDA These companies stand out for their strong combination of growth + profitability yet remain attractively priced"
X Link 2025-04-18T14:31Z 12.6K followers, 30.6K engagements

"@long_equity Top rating by Growth + Efficiency strategy in Belgium: ๐Ÿ’พMelexis ๐ŸŽLotus Bakeries โšกElia Group"
X Link 2025-04-23T10:45Z 12.8K followers, [---] engagements

"@Aureliusltd28 Among these the best combination of P/BV and ROE: Zions $ZION First Citizens $FCNCA East West $EWBC Fifth Third $FITB"
X Link 2025-04-23T13:18Z 12.7K followers, [----] engagements

"Magnificent 7: Forward P/E based on 2027E earnings ๐Ÿš— Tesla 45x $TSLA ๐Ÿ Apple 24x $AAPL ๐Ÿง  Microsoft 21x $MSFT ๐Ÿ“ฆ Amazon 17x $AMZN ๐ŸŽฎ NVIDIA 16x $NVDA ๐Ÿ“ธ Meta 15x $META ๐Ÿ” Alphabet 14x $GOOGL"
X Link 2025-04-24T20:42Z 12.6K followers, [----] engagements

"Risk appetite returned this week. The best-performing assets by return: Ethereum +14% ๐Ÿš€ARK Innovation +13% Bitcoin +12% ๐Ÿ’พ Semiconductors +10% ๐Ÿ“ŠBig Data +8% ๐Ÿ’ปSoftware +8% The "relaxation" is happening amid Trump's statements that his administration is already negotiating with China over trade. Considering that China denies any such negotiations we might still see a few more waves of panic. https://twitter.com/i/web/status/1916132950178988213 https://twitter.com/i/web/status/1916132950178988213"
X Link 2025-04-26T14:11Z 12.6K followers, [----] engagements

"Despite the relief of the recent week the U.S. stock market remains among the top [--] worst performers year-to-date. Top [--] gainers: Poland +44% $EPOL Spain+32% $EWP Greece +28% $GREK Austria +27% $EWO Chile +26% $ECH"
X Link 2025-04-26T20:58Z 12.7K followers, [----] engagements

"Global P/E Ratios by Country New Zealand [--] India [--] United States [--] Australia [--] Saudi Arabia [--] Switzerland [--] Sweden [--] Canada [--] France [--] Netherlands [--] Denmark [--] Germany [--] Taiwan [--] Japan [--] Spain [--] Hong Kong [--] United Kingdom [--] Mexico [--] Italy [--] South Africa [--] South Korea [--] Brazil [--] China [--] Turkey 5"
X Link 2025-04-28T15:17Z 12.6K followers, 10.2K engagements

"๐Ÿ“ŠForward P/E of each stock in the S&P [---] index"
X Link 2025-04-30T13:49Z 12.6K followers, 21.4K engagements

"Europe Top [---] Stocks: Forward P/E Ratio"
X Link 2025-05-01T09:45Z 12.6K followers, [----] engagements

"Current global leaderboard by market cap ๐Ÿ’ป Apple $3205B ๐Ÿ–ฅ Microsoft $3162B ๐Ÿ’พ NVIDIA $2723B ๐Ÿ–ฅ Amazon $2018B ๐Ÿ–ฅ Alphabet $1966B โ›ฝ Saudi Aramco $1625B ๐Ÿ–ฅ Meta $1439B ๐Ÿ’ฐ Berkshire Hathaway $1144B ๐Ÿ’พ Broadcom $928B ๐Ÿš— Tesla $904B"
X Link 2025-05-02T12:07Z 12.7K followers, [----] engagements

"@markoinny Here's what this valuation looks like on the scatterplot"
X Link 2025-05-05T21:03Z 12.6K followers, [----] engagements

"Interesting fact: over the past two years Google has grown its active user base from [---] million to over [---] million. In MarchApril this year the growth rate was the highest in several years. Google is not being disrupted. $GOOG $GOOGL"
X Link 2025-05-07T14:06Z 12.6K followers, 97.6K engagements

"Weekly Trends in Financial Markets ๐Ÿ’Š Healthcare stocks took a hit The sector underperformed this week ($HLV $PJP -4%) after Politico reported that President Trump is expected to sign a new executive order next week to cut drug costs by linking U.S. prices to cheaper rates abroad. ๐Ÿ’ฐ Gold & Silver miners rally again Mining stocks surged ($SIL +9% $GDX +7%). Gold miner ETF $GDX is on track for its 5th consecutive monthly gain something we havent seen since [----]. India under pressure Indian equities were the worst-performing major market this week ($INDA -3%) as rising military tensions with"
X Link 2025-05-10T12:30Z 12.6K followers, [----] engagements

"Top U.S. Healthcare Stocks Returns in [----] ๐Ÿฅ Hims & Hers +114% $HIMS ๐Ÿ”ฌ Tempus AI +93% $TEM ๐Ÿฅ CVS Health +55% $CVS ๐Ÿงฌ Halozyme Therapeutics +42% $HALO ๐Ÿ’Š Corcept Therapeutics +42% $CORT [----] might be a challenging year for the U.S. healthcare sector as Trump has pledged to significantly cut Medicaid spending on drug purchases and bring U.S. drug prices down to international levels. Still a few healthcare stocks have shown outstanding resilience. https://twitter.com/i/web/status/1921899478631494114 https://twitter.com/i/web/status/1921899478631494114"
X Link 2025-05-12T12:05Z 12.6K followers, [----] engagements

"๐Ÿ” Most Undervalued US Tech Stocks Based on Forward P/E and Expected Growth Rate: ๐Ÿง  Micron $MU ๐ŸŽฎ AppLovin $APP ๐Ÿ’ป NVIDIA $NVDA ๐Ÿ› Oracle $ORCL ๐Ÿ”ฅ AMD $AMD ๐Ÿš— Uber $UBER ๐ŸŒ Alphabet $GOOGL"
X Link 2025-05-13T16:22Z 12.6K followers, 38.3K engagements

"A state of serene euphoria has returned to the markets. "Growth" assets led the weekly gains: ๐Ÿš€ ARK Innovation +14% ๐Ÿ”Œ Semiconductors +10% ๐Ÿ’ป Technology +8% ๐Ÿš€ IPO +8% ๐Ÿ’ป Software +8% This calm comes despite the fact that even after the pause with the elevated tariffs on China Americas overall tariff rate will be 1520%about five times its level in January and the highest since the 1930s. https://twitter.com/i/web/status/1923712653215551572 https://twitter.com/i/web/status/1923712653215551572"
X Link 2025-05-17T12:10Z 12.6K followers, [----] engagements

"Poland The Quiet Star of European Markets Polish equities are up more than 40% YTD (in USD) outperforming all other major stock markets around the world. Whats driving the Warsaw Stock Exchange rally Bastion Notes ๐Ÿงต๐Ÿ‘‡ [--] While investors are busy discussing U.S. tech and German defense stocks the biggest growth story of [----] is quietly unfolding in Poland. The WIG index has nearly doubled from its [----] lows. So far in 2025: +40% in USD terms. [--] Poland benefits from a strong macroeconomic backdrop: GDP per capita (PPP) is set to surpass Japans in [----] Q1 GDP growth: +3.8% (2nd highest in the EU"
X Link 2025-05-20T09:58Z 12.7K followers, [----] engagements

"Top Rated US100 Stocks by Quality Score ๐Ÿ“ž Arista [--] $ANET ๐Ÿ’ฐ Visa [--] $V ๐Ÿ’พ NVIDIA [--] $NVDA ๐Ÿ’ฐ Mastercard [--] $MA ๐Ÿ–ฅ Meta [--] $META ๐Ÿ–ฅ Microsoft [--] $MSFT ๐Ÿ’พ Applied Materials [--] $AMAT ๐Ÿ–ฅ Adobe [--] $ADBE ๐Ÿ’พ KLA [--] $KLAC ๐Ÿ’พ Lam Research [--] $LRCX"
X Link 2025-05-21T12:00Z 12.6K followers, 10.9K engagements

"Babcock International Key Stats Despite nearly doubling its share price over the past year the company is still trading at 15x forward P/E. However overall revenue growth forecasts remain relatively modest even with the boom in the Nuclear segment"
X Link 2025-05-22T09:40Z 12.7K followers, [---] engagements

"The largest Saudi Arabian stocks have been added to our stock analysis. What stands out about this market $KSA The first thing that catches the eye is the enormous weight of Saudi Aramco. With a market cap of $1.6 trillion the world's leading oil company is worth twice as much as all the other listed companies combined. Saudi Arabian digital security firm Elm Company holds the highest score under our GEAR+ strategy. It has been one of the top growth performers in the market over the past three years. The median Forward P/E for the market is 16x which is in line with global averages. A"
X Link 2025-05-28T10:31Z 12.6K followers, [----] engagements

"Here are the top-rated stocks in the global defense sector based on the GEAR+ strategy. In the US Id take a closer look at TransDigm (though I don't hold it in my portfolio). Lockheed Martin is in my dividend portfolio but Im not sure it will survive the upcoming rebalancing. @VladBastion Thanks. Any favourites @VladBastion Thanks. Any favourites"
X Link 2025-05-28T14:39Z 12.7K followers, [----] engagements

"๐Ÿ“‰Stock of the Day: Fair Isaac $FICO Shares of the credit analytics company dropped 20% over the past few days following critical remarks from the head of the Federal Housing Finance Agency (FHFA). William Pulte stated he is "still not happy with FICO" and that the agency will push to make credit scores more affordable. Investors fear this signals regulatory pressure that could limit FICOs ability to raise prices. FICO holds a unique position in the U.S. market. It owns the algorithm behind the countrys most widely used credit score the FICO Score which is utilized in approximately 90% of"
X Link 2025-05-28T16:06Z 12.7K followers, [----] engagements

"@Schuldensuehner Top Country ETFs by USD Returns in [----] Poland +47% $EPOL Spain +39% $EWP Austria +38% $EWO Italy +32% $EWI Germany +32% $EWG"
X Link 2025-06-01T22:32Z 12.6K followers, [---] engagements

"๐Ÿ“Š Top [--] Gold Miners in the $GDX ETF: Forward EV/EBIT vs. EBIT Margin"
X Link 2025-06-03T15:03Z 12.7K followers, 12.7K engagements

"Top [--] Tech Stocks: Forward P/E vs. Expected Revenue Growth Most Undervalued TSMC $TSM NVIDIA $NVDA Oracle $ORCL Alphabet $GOOGL Meta $META Most Overvalued Amazon $AMZN Netflix $NFLX Palantir $PLTR Tesla $TSLA Apple $AAPL"
X Link 2025-06-04T12:37Z 12.6K followers, [----] engagements

"YouTube is now the No.1 platform on U.S. TVs with a 12.4% share of total viewing and 25%+ among streamings. Its ad + subscription revenue topped $50B last year. At Netflix's 12x sales multiple YouTube alone could be worth $700B+. $GOOG $GOOGL $NFLX"
X Link 2025-06-04T15:23Z 12.6K followers, 12.8K engagements

"Overall Prada has the best combination of Growth Quality and Value factors in the sector"
X Link 2025-06-05T09:53Z 12.8K followers, [---] engagements

"And of course Anta Sports looks very compelling. The brand got a major boost from its five-year endorsement deal with NBA star Kyrie Irving which sparked a surge in demand across North America. The Kyrie-Luka duo will always have a place in my heart"
X Link 2025-06-05T10:05Z 12.7K followers, [---] engagements

"US [---] Stocks Weekly Movers Top Gainers ๐Ÿ’พ Micron +15% $MU ๐Ÿ“ž Arista Networks +12% $ANET ๐Ÿ–ฅ Meta +8% $META ๐Ÿ’พ Lam Research +7% $LRCX ๐Ÿจ Starbucks +7% $SBUX Top Losers ๐Ÿ› Costco -2% $COST ๐Ÿฉบ Boston Scientific -3% $BSX ๐Ÿ–ฅ Palantir -3% $PLTR ๐Ÿ  Procter & Gamble -3% $PG ๐Ÿš— Tesla -15% $TSLA"
X Link 2025-06-07T13:08Z 12.8K followers, [----] engagements

"Only two companies in the world earned more than $100 billion in profit over the past [--] months: ๐Ÿ–ฅ Alphabet: $111B โ›ฝ Saudi Aramco: $103B $GOOG $GOOGL"
X Link 2025-06-09T15:57Z 12.6K followers, 39.4K engagements

"@KobeissiLetter After the [----] sanctions Irans oil exports dropped by 80%. During that period the price of a barrel fell from $70 to $50 by the end of 2019"
X Link 2025-06-16T10:46Z 12.6K followers, 19.2K engagements

"Top [---] Global Stocks by Forward P/E Ratio ๐ŸŸฃ Premium Valuation These stocks trade at the highest multiples reflecting sky-high growth expectations ๐Ÿ–ฅ Palantir [---] ๐Ÿš— Tesla [---] ๐Ÿฉบ Intuitive Surgical [--] ๐Ÿ–ฅ ServiceNow [--] ๐Ÿ‘— Herms [--] ๐Ÿ› Costco [--] ๐Ÿ–ฅ Netflix [--] โœˆ GE [--] ๐Ÿ–ฅ SAP [--] ๐Ÿ’ฐ Mastercard [--] ๐ŸŸข Deep Discounts The market demands little for these earnings reflecting low expectations or possible undervaluation โ›ฝ Shell [--] ๐Ÿ’ป Samsung [--] โ›ฝ PetroChina [--] ๐Ÿ“ก Verizon [--] ๐Ÿ’Š Merck [--] ๐Ÿฆ China Merchants Bank [--] ๐Ÿฆ Agricultural Bank of China [--] ๐Ÿฆ ICBC [--] ๐Ÿฆ Bank of China [--] ๐Ÿฆ China Construction Bank 5"
X Link 2025-06-16T12:10Z 12.8K followers, [----] engagements

"If you look only at $LULU business metrics and forecasts it looks like a great deal at [--] times forward [----] earnings"
X Link 2025-06-20T16:09Z 12.6K followers, [----] engagements

"๐Ÿ“ฆ I mapped the top [--] global Textiles & Luxury Goods stocks by expected 3-year revenue growth vs FY2027 P/E. Lululemon trades at around 14x [----] earnings. Fair given its growth outlook and roughly in line with sector averages. But whose growth might be underpriced ๐Ÿš€ $ONON On Holding ๐Ÿ‘Ÿ $BIRK Birkenstock ๐Ÿ” $DECK Deckers ANTA"
X Link 2025-06-23T14:52Z 12.7K followers, [----] engagements

"Amer Sports which listed in New York a year ago and owns the Salomon Arc'teryx and Wilson brands shows the strongest resilience in the industry during the downturn"
X Link 2025-06-23T15:00Z 12.7K followers, [---] engagements

"Which stocks are currently trading at the biggest discounts based on the Sales multiple Forward EV/Sales as a % of the 5-year average ๐Ÿฅ UnitedHealth -52% ๐Ÿ‘— Nike -49% ๐Ÿ–ฅ Adobe -49% ๐Ÿฅ Elevance -36% โœˆ UPS -31% ๐Ÿ’พ NVIDIA -30% ๐Ÿ”ฌ Thermo Fisher -30% ๐Ÿ’Š Merck -30% ๐ŸŽฅ Disney -28%"
X Link 2025-06-30T15:38Z 12.6K followers, [----] engagements

"๐Ÿšจ Breakouts: 52-week highs + strong momentum (S&P [---] trend-following picks) ๐Ÿจ Carnival $CCL ๐Ÿ“ˆ Northern Trust $NTRS ๐Ÿ”Œ Jabil $JBL ๐Ÿ’ณ Capital One $COF ๐Ÿ–ฅ Oracle $ORCL ๐Ÿ”Œ Amphenol $APH ๐Ÿจ Royal Caribbean $RCL ๐Ÿ’พ KLA $KLAC ๐Ÿฆ Wells Fargo $WFC ๐Ÿ“ˆ Goldman Sachs $GS ๐Ÿฆ Bank of America $BAC ๐Ÿ“ˆ Morgan Stanley $MS ๐Ÿ’ณ American Express $AXP ๐ŸŽฅ Disney $DIS ๐Ÿฆ Citigroup $C https://twitter.com/i/web/status/1941852394347729364 https://twitter.com/i/web/status/1941852394347729364"
X Link 2025-07-06T13:31Z 12.6K followers, [----] engagements

"AI Mania Reloaded China Roars Back Superman Saves Warner Bros Bastion Trend Tracker My weekly briefing with 20+ charts and dashboards on the top momentum moves across global markets. ๐Ÿ”— Link in comments ๐Ÿ‘‡"
X Link 2025-07-21T10:27Z 12.7K followers, [---] engagements

"https://www.investmentbastion.com/p/trend-tracker-ai-mania-reloaded-china https://www.investmentbastion.com/p/trend-tracker-ai-mania-reloaded-china"
X Link 2025-07-21T10:27Z 12.7K followers, [---] engagements

"A massive move in a boring stock most people probably hadnt heard of before this year TE Connectivity. The company designs and manufactures connectivity and sensor solutions for a wide range of industries. This year TEs data center segment grew 84% y/y driven by the acquisition of Richards Manufacturing a maker of medium-voltage components critical to data centers. The stock is part of the Dividend Growth portfolio. Stay tuned for a full strategy update next week. $TEL https://twitter.com/i/web/status/1949491978212700338 https://twitter.com/i/web/status/1949491978212700338"
X Link 2025-07-27T15:28Z 12.6K followers, [----] engagements

"Alphabet shares would need to rise another 2025% to return to their historical median valuation multiples. $GOOGL via Bank of America"
X Link 2025-07-28T14:41Z 12.6K followers, [----] engagements

"@Convertbond Fun fact: Even if Nvidia were to drop 50% from current levels tomorrow it would still have delivered a higher 3-year return to your 401(k) than any other stock in the Magnificent 7"
X Link 2025-07-30T11:05Z 12.6K followers, [----] engagements

"Figma after its first day of trading became the most expensive U.S. tech company by Forward Price/Earnings valuation multiple (602x). IPO mania is back. $FIG"
X Link 2025-08-04T10:49Z 12.6K followers, 41.9K engagements

"Updated Pure Growth strategy. New weights metrics and data sources. Current leaders among US Large Caps: ๐Ÿ› DoorDash $DASH ๐Ÿ’ป Toast $TOST ๐Ÿ–ฅ Arista $ANET ๐Ÿ’ป HubSpot $HUBS ๐Ÿ’ป Duolingo $DUOL ๐Ÿ’ป Palantir $PLTR ๐Ÿ“ฑ Applovin $APP ๐Ÿ– Flutter $FLUT โš™ Vertiv $VRT ๐Ÿ’พ NVIDIA $NVDA"
X Link 2025-08-08T11:57Z 12.7K followers, [----] engagements

"Expected Revenue Growth - Current Fiscal Year. Leaders among US Megacaps: ๐Ÿ’พ NVIDIA +53% $NVDA ๐Ÿ’พ Micron +48% $MU ๐Ÿ’ป Palantir +45% $PLTR ๐Ÿ–ฅ Amphenol +42% $APH ๐Ÿ’Š Eli Lilly +37% $LLY ๐Ÿ’น Robinhood +37% $HOOD"
X Link 2025-08-20T12:22Z 12.7K followers, [----] engagements

"20 Global Large-Cap Stocks with the Highest Growth Score Top Overall Growth Rating ๐Ÿ’ป Palantir [--] ๐Ÿ› Pop Mart [--] ๐Ÿ’พ Hygon [--] Highest Expected Annual Growth Rate ๐Ÿ’ป Palantir 35.1% โœˆ Rheinmetall 34% ๐Ÿ’พ Hygon 34% Lowest Valuation Multiples (Forward P/E) ๐Ÿš— BYD [--] ๐Ÿ’Š Eli Lilly [--] โš™ Vertiv [--] Best Quality Score ๐Ÿ’พ NVIDIA [--] ๐Ÿ–ฅ Arista [--] ๐Ÿ“ฑ Applovin [--] Best Multifactor Score ๐Ÿ’พ NVIDIA [--] ๐Ÿ’พ Hygon [--] ๐Ÿ–ฅ Arista [--] ๐Ÿ› MercadoLibre [----] ๐Ÿ› Pop Mart [--] $PLTR $NVDA $LLY $NVDA $MELI https://twitter.com/i/web/status/1958531453374902455 https://twitter.com/i/web/status/1958531453374902455"
X Link 2025-08-21T14:07Z 12.6K followers, [----] engagements

"Bastion Portfolio Manager September [----] Rebalancing A new report featuring portfolios built on Bastions core multi-factor strategies across global regions. [--] top stocks from the US Europe and Global markets with monthly rebalancing and additional filters that reflect Bastions investment philosophy. โš™Link in comments"
X Link 2025-09-10T12:56Z 12.6K followers, [----] engagements

"Top S&P [---] Stocks by Buyback Yield ๐Ÿฅ DaVita +19.2% $DVA ๐Ÿš— Aptiv +17.4% $APTV ๐Ÿ›ก AIG +17.0% $AIG ๐Ÿฅ Centene +17.0% $CNC ๐Ÿฅ Molina +15.8% $MOH ๐Ÿ“ฆ Ball +15.2% $BALL โœˆ Southwest +14.9% $LUV ๐Ÿš— GM +14.2% $GM ๐Ÿ– MGM +11.9% $MGM ๐Ÿ›’ Kroger +11.4% $KR"
X Link 2025-09-15T19:22Z 12.6K followers, [----] engagements

"Upsets in the S&P [---] this year: ๐Ÿ’ป Salesforce -28% ๐Ÿ›’ Target -32% ๐Ÿฅ UnitedHealth -32% ๐Ÿฝ Chipotle -35% ๐Ÿ‘— Deckers -42% ๐Ÿ› Lululemon -58% ๐Ÿ“ฑ Trade Desk -62% Whos got the best shot at a comeback $CRM $TGT $UNH $CMG $DECK $LULU $TTD"
X Link 2025-09-17T12:57Z 12.7K followers, [----] engagements

"Micron $MU is back in the S&P [---] top [--] weekly gainers (+11%). AI-driven data center expansion is fueling huge demand for server memory pushing revenue to record highs. YTD +141% - 5th best in S&P [---] top performer in the S&P [---] Value portfolio"
X Link 2025-10-18T09:51Z 12.8K followers, [----] engagements

"The semiconductor boom is so strong that Nvidia despite a 54% year-to-date gain has the worst performance among the industrys major players. $NVDA"
X Link 2025-11-03T23:12Z 12.7K followers, [----] engagements

"Global Semiconductor Industry - Key Statistics Which sectors are in the highest demand The strongest Price Momentum Score: ๐Ÿ’พ Semiconductors ๐Ÿ–ฅ Hardware ๐Ÿค– Technology The metrics are calculated based on the medians of the top [--] largest companies in each sector. https://t.co/ko5Im9Dd6Z Which sectors are in the highest demand The strongest Price Momentum Score: ๐Ÿ’พ Semiconductors ๐Ÿ–ฅ Hardware ๐Ÿค– Technology The metrics are calculated based on the medians of the top [--] largest companies in each sector. https://t.co/ko5Im9Dd6Z"
X Link 2025-11-04T11:27Z 12.7K followers, [----] engagements

"Impressive rally I really like the way the Spain ETF looks. Today its hitting a new all-time high. $EWP https://t.co/FuatWMQKu3 I really like the way the Spain ETF looks. Today its hitting a new all-time high. $EWP https://t.co/FuatWMQKu3"
X Link 2026-01-02T22:37Z 12.6K followers, [---] engagements

""Modi's $1 Trillion Hunt Earns Only Enough to Buy India Ice Cream" http://t.co/DuBEztY0cH #finance #feedly http://www.bloomberg.com/news/articles/2015-10-14/modi-s-1-trillion-hunt-earns-only-enough-to-buy-india-ice-cream http://www.bloomberg.com/news/articles/2015-10-14/modi-s-1-trillion-hunt-earns-only-enough-to-buy-india-ice-cream"
X Link 2015-10-15T05:24Z 12.6K followers, [--] engagements

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