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@WTCM3 Avatar @WTCM3 WTCM

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Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% finance XXXX% countries XXX% fashion brands XXXX%

Social topic influence $or #4, level 5.8%, ai 5.8%, $mc 4.35%, $adyen #9, $wise #17, wise #1339, $gald #1, $puig #1, $el XXX%

Top accounts mentioned or mentioned by @inpractise @vince85623723

Top assets mentioned Osisko Gold Royalties Ltd (OR) Merit Circle (MC) Wise (WISE) Elcoin (EL) Ferro (FER) Mastercard, Inc. (MA) General Electric Company (GE) Raytheon Technologies Corp (RTX) Effect.AI (EFX) Thomson Reuters Corporation (TRI) RELX PLC (RELX) Tradeweb Markets Inc. Class A Common Stock (TW) Measurable Data Token (MDT) Cooper Companies, Inc. (COO) Hologic, Inc. (HOLX) Blackstone, Inc. (BX) AhaToken (AHT) United Rentals, Inc. (URI) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) Sleepless AI (AI) aelf (ELF) Arch Capital Group Ltd (ACGL) RenaissanceRe Holdings Ltd. (RNR) Everest Group, Ltd. (EG) MURPHY USA INC. (MUSA) Cognex, Corp. (CGNX) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Merck & Co., Inc. (MRK) United Community Banks, Inc. (UCB) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Marsh & McLennan Companies, Inc. (MMC) Neurobro (BRO) Arthur J. Gallagher & Co. (AJG) Aon PLC (AON) StandardAero, Inc. (SARO) retard to retired (R/R) Coupang, Inc. (CPNG) Rocket Companies, Inc. (RKT) Brunswick Corporation (BC) Witnet (WIT) Accenture (ACN) Cap (CAP) Alibaba Group (BABA) S&P Global Inc (SPGI) Gartner Inc (IT) Matrix AI Network (MAN) Verisk Analytics, Inc. (VRSK) Factset Research Systems, Inc. (FDS) Msci Inc (MSCI) Fair Isaac, Corp. (FICO) Remitly Global, Inc. Common Stock (RELY) PayPal Holdings Inc (PYPL) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) SAP SE (SAP) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS)

Top Social Posts

Top posts by engagements in the last XX hours

"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"
X Link 2025-12-05T14:11Z 13.3K followers, 3561 engagements

""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"
X Link 2025-09-04T15:06Z 13.3K followers, 1666 engagements

""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"
X Link 2025-11-24T14:08Z 13.3K followers, 4468 engagements

"recent beauty transaction multiples $OR $GALD cc: $PUIG $EL $KER $ELF $MC $ITP"
X Link 2025-12-09T15:07Z 13.3K followers, 1642 engagements

""We forecast a XX% EBITDA CAGR for XXX ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by XX% for 26E and we expect its pricing power to remain considerable with tariff hikes at XX% p.a. over 27-29E" $FER"
X Link 2025-12-09T15:21Z 13.3K followers, 5843 engagements

"on the $ADYEN competitive advantage"
X Link 2023-06-28T13:32Z 13.3K followers, 5273 engagements

"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"
X Link 2025-07-08T13:37Z 13.3K followers, 1904 engagements

"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"
X Link 2025-07-10T18:36Z 13.3K followers, 1968 engagements

"c-store opex 2009-present: "credit-card fees surged XXXX% in 2024 the steepest growth area driven by higher swipe volumes as customers shift toward card and mobile payments" $CSY $ATD $MUSA cc: $V $MA"
X Link 2025-09-25T13:03Z 13.3K followers, 1707 engagements

"$CGNX CFO on Keyence $6861: "a Japanese company with a not very Japanese business model.""
X Link 2025-09-25T13:25Z 13.3K followers, 1617 engagements

"$MLTX brutal cc: $MRK $UCB"
X Link 2025-09-30T13:43Z 13.3K followers, 1432 engagements

"Metso CEO: "I think there is a lot of benefits coming from the fact that as I said where Epiroc stops we start and we have the full flow sheet with different options even inside" $METSO $EPIA"
X Link 2025-10-03T19:12Z 13.3K followers, 1660 engagements

"brokers at 5y low rel val $WTW $MMC $BRO $AJG $AON"
X Link 2025-10-07T12:54Z 13.3K followers, 2734 engagements

"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"
X Link 2025-10-27T13:21Z 13.3K followers, 4651 engagements

"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"
X Link 2025-11-05T15:14Z 13.3K followers, 3543 engagements

""our Prime data suggests HFs Luxury positioning has actually become more cautious with a Long/Short ratio that sits close to all-time lows (and that should be seen in the context EU Consumer Discretionary weighting which is now at the lowest level since 2017)" $MC $BC $RMS"
X Link 2025-11-05T18:31Z 13.3K followers, 1931 engagements

""AI clarifies what customers are actually paying for." $ACN $WIT $TCS $CAP"
X Link 2025-11-09T23:08Z 13.3K followers, 2081 engagements

"L'Oral China evolution YTD $OR $EL $PUIG $BABA"
X Link 2025-11-11T19:27Z 13.3K followers, 2556 engagements

"Barclays biz services 'AI risk' framework $SPGI $IT $VRSK $EFX $FDS $MSCI $FICO $MAN"
X Link 2025-11-11T19:39Z 13.3K followers, 8572 engagements

"$WISE monthly downloads & MAUs 2021-today"
X Link 2025-11-13T17:48Z 13.3K followers, 3973 engagements

"oct-25 MAU/download growth y/y $WISE $RELY $PYPL"
X Link 2025-11-13T17:54Z 13.3K followers, 2370 engagements

"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"
X Link 2025-11-13T21:50Z 13.3K followers, 2645 engagements

"$SAP CFO on the 2-5x revenue uplift from on-prem to cloud migration"
X Link 2025-11-14T13:26Z 13.3K followers, 2343 engagements

"estimated EDA sales per user $SNPS $CDNS $SIE"
X Link 2025-11-19T14:19Z 13.3K followers, 2451 engagements

""The business is higher quality overall (premium/dermo mix diversification) but China's transformation from tailwind to headwind is one of the biggest structural changes invalidating direct historical P/E parallels." $OR"
X Link 2025-11-19T14:27Z 13.3K followers, 1318 engagements

"$TRI on in-house attorneys as an advantage for training legal agents cc: $RELX"
X Link 2025-11-19T23:38Z 13.3K followers, 2657 engagements

""Historically Deutsche Boerse's CMDs provide interesting entry points." $DB1"
X Link 2025-11-20T21:18Z 13.3K followers, 1884 engagements

""Hainan duty free sell-out was +13% YoY in October suggesting the positive growth in Sept (+3% & the first positive in XX months) has strongly accelerated" $OR $MC"
X Link 2025-11-21T19:01Z 13.3K followers, 5204 engagements

"chemical industry ROIC at lowest level in XX years cc: $IMCD"
X Link 2025-11-24T20:58Z 13.3K followers, 6444 engagements

"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"
X Link 2025-11-26T15:10Z 13.3K followers, 1985 engagements

"L'Oreal $OR portfolio diversification across price & use case"
X Link 2025-11-26T17:44Z 13.3K followers, 1879 engagements

"Beauty is more important than ever said Hieronimus. It is there to provide people with self-esteem transformation its one of the few categories that systematically grows at the global level higher than the GDP. $OR"
X Link 2025-12-02T16:07Z 13.3K followers, 1590 engagements

"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"
X Link 2025-12-02T18:43Z 13.3K followers, 2595 engagements

"on L'Oral $OR capital allocation cc: $NESN $GALD $KER $SAN"
X Link 2025-12-03T15:05Z 13.3K followers, 1300 engagements

"L'Oral U.S. acquistions over past 30y now represent half of geo sales $OR"
X Link 2025-12-04T14:39Z 13.3K followers, 1847 engagements

"long higher income (including the likes of $GOOS $RL $HLT) short lower income (incl. $TJX $ROST $BURL) consumer basket vs. ag/energy indices per UBS"
X Link 2022-06-16T14:15Z 13.3K followers, XX engagements

"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"
X Link 2024-06-02T13:25Z 13.3K followers, 10.9K engagements

"treasury volatility now lowest since 2021 $TW XX% off peak cc: $LSEG"
X Link 2025-09-22T15:12Z 13.3K followers, 1992 engagements

"JEF on $WISE debates (other than stablecoin-related): "investors appear worried of de-rating post U.S. listing.""
X Link 2025-11-05T19:43Z 13.3K followers, 4355 engagements

"Beijer Ref N. America vs. Watsco $BEIJB $WSO"
X Link 2025-11-11T21:05Z 13.3K followers, 3745 engagements

"Thermo former: "as Danaher moves deeper into life sciences they lose many of the benefits of DBS." $DHR $TMO via @_inpractise"
X Link 2025-12-01T10:18Z 13.3K followers, 5874 engagements

"Smurfit WestRock $SW LTM demand evolution"
X Link 2025-12-02T18:32Z 13.3K followers, 1672 engagements

"$ADYEN volume growth vs. weighted average growth of top XX listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"
X Link 2025-12-02T19:02Z 13.3K followers, 2506 engagements

"which one is wrong $TRI cc: $RELX"
X Link 2025-12-04T01:05Z 13.3K followers, 3747 engagements

""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"
X Link 2025-10-06T19:58Z 13.3K followers, 2645 engagements

""high degree of freedom to set prices." $FER"
X Link 2025-10-17T20:48Z 13.3K followers, 2880 engagements

"re: tools switching costs at $TSM cc: $KLAC $ONTO"
X Link 2025-11-10T21:26Z 13.3K followers, 3121 engagements

"current top five U.S. industrials topics $CAT $DE $CMI $WM $J"
X Link 2025-12-02T14:02Z 13.3K followers, 4715 engagements

""culture is a real moat enabler particularly in scaling a complex asset-heavy services network" $ELIS cc: $CTAS"
X Link 2025-12-11T20:34Z 13.3K followers, 1102 engagements