@WealthyReadings Avatar @WealthyReadings The Few Bets That Matter

The Few Bets That Matter posts on X about $tmdx, $alab, $nbis, $hims 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 67.33% finance 32.67% technology brands 25.74% fashion brands 4.95% countries 3.96% cryptocurrencies 2.97%

Social topic influence $tmdx #11, $alab #26, $nbis #229, $hims #36, $goog #111, $duol #35, company #1585, $baba #120, matter #601, $nvo #38

Top accounts mentioned or mentioned by @nataninvesting @sudokhanh @levelup325 @jaynomoney @jay_nomoney @kburtond @kreizjordy @sumeet2692 @harbinus2022 @stockfins @100accuraci @hamids @selfheavenly_ @fi_wagz @waymoproblems @funofinvesting @thetechinvest @valuationshop @investincintel @tavilyai

Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) Astera Labs, Inc. (ALAB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Duolingo, Inc. (DUOL) Alibaba Group (BABA) Novo-Nordisk (NVO) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Metadium (META) UiPath, Inc. (PATH) Microsoft Corp. (MSFT) Adobe, Inc. (ADBE) Lululemon Athletica Inc (LULU) Iris Energy Limited (IREN) Moderna Inc (MRNA) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) United Parcel Service, Inc. (UPS) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Schlumberger NV (SLB) American Eagle Outfitters (AEO) Victoria's Secret & Co. (VSCO) Oracle Corporation (ORCL) PayPal Holdings Inc (PYPL) Nutrien Ltd. Common Shares (NTR) DAR Open Network (DAR) Pfizer, Inc. (PFE) Crocs, Inc. (CROX) Spotify Technology (SPOT) Coca-Cola Co (KO) Oxygen (OXY) Strategy (MSTR) Ethereum (ETH)

Top Social Posts

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

"This was a good quarter thats all there is to say. The market has worries and reacted badly because of them and well dissect it but I dont believe any of those concerns are fundamentally http://x.com/i/article/2021668371947806720 http://x.com/i/article/2021668371947806720"
X Link 2026-02-11T19:34Z 10.8K followers, 32.7K engagements

"$ALAB had a strong quarter and is yet down 20%. I haven't seen quality coverage of this company on X and I believe it deserves one so here is the complete analysis I shared with subscribers. Review of the quarter the reasons for the drop how I think about it & what I do. https://t.co/l9nGdNNrQu https://t.co/l9nGdNNrQu"
X Link 2026-02-11T19:36Z 10.8K followers, 21.9K engagements

"Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because the company isnt excellent but because it did not reward $GOOG so why would it reward $NBIS for the same behavior Fundamentally everyone will be bullish. Demand is through the roof compute was sold out management is planning to build more sites etc. Everything FinX wants to see. From a market perspective Q4 CapEx slowed down guidance talks about 20% increase of contracted power for FY26 without news on connected power"
X Link 2026-02-12T13:27Z 10.8K followers, 13K engagements

"In hindsight $NBIS quarters highlight comes from its CapEx. Not just CapEx but how it is financed. Were talking about a $23B company planning $18B CapEx while publicly stating they expect to finance 60% organically via FCF cash & commitments. They also have clients financially committing before delivery to enable buildouts; a strong proof of trust especially when those are $META and $MSFT. Last but not least the remaining 40% could be financed through equity-backed debt one of the cheapest funding sources - dilution being even cheaper but paid in later. I'd remain cautious on the sector and"
X Link 2026-02-13T14:49Z 10.8K followers, [----] engagements

"$NVO Wegovy pill data continues to look positive. The thesis that pills would be a major hit given many patients refuse injections seems validated with 36% of patients completely new to GLP-1s. $NVO also plans to raise the price of Wegovy pills from $149 to $199 in April. That should help growth although its fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty which would reduce growth as the injections are slightly more expensive than the pills. Its hard to be very optimistic on the"
X Link 2026-02-13T16:20Z 10.8K followers, [----] engagements

"The weekly [--] is the uptrend golden indicator $NVDA is below its w50 $META is below its w50 $MSFT is below its w50 $AMZN is below its w50 $HOOD is below its w50 $PLTR is below its w50 $UBER is below its w50 $NFLX is below its w50 $HOOD is below its w50 $ADBE is below its w50 $DUOL is below its w50 & many other [----] leaders . https://t.co/TVqbdhKTn4 https://t.co/TVqbdhKTn4"
X Link 2026-02-14T17:53Z 10.8K followers, [----] engagements

"This won't be applied. They'll realize in Senate or before [----] how impossible and self destructive that is. I still have enough faith in our European leader to believe that. Call me a dreamer. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-14T18:01Z 10.8K followers, [----] engagements

"Saying Buffetts success only relies on now illegal access to information is probably a big stretch. Saying his success has nothing to do with privileged access is ridiculous. The irrational Buffett cult continues. $BRK https://x.com/WealthyReadings/status/2019819544819192161 JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the point of https://t.co/8RauZBVVbQ"
X Link 2026-02-15T14:40Z 10.8K followers, [----] engagements

"You mean my write up misrepresents Buffett's teachings Not sure how. Nevertheless. you summarize exactly what I wrote about the problem is that "YOLO investors who know nothing about Buffett's investing style" are the majority nowadays and the noisiest. But I'm entirely aligned with you that Buffett taught critical thinking. Which is the irony"
X Link 2026-02-15T16:08Z 10.8K followers, [--] engagements

"The stock price looks forward. Financials look backward. Investing is about the future. Few understand that. $HIMS The stock price tells one story; the financials tell another. This is $HIMS. Does this look like a dying company to you https://t.co/FRgoyY0Zjx The stock price tells one story; the financials tell another. This is $HIMS. Does this look like a dying company to you https://t.co/FRgoyY0Zjx"
X Link 2026-02-15T16:13Z 10.8K followers, [----] engagements

"@sudokhanh Are you aware that Buffett looks at companies like $OXY $KO $AAPL and not $HIMS"
X Link 2026-02-15T17:50Z 10.8K followers, [--] engagements

"@FunOfInvesting The productivity I've earned over the last [--] months and the things I was able to do were simply innaccesible to me two years ago. Every days baffled by what Claude can allow me to do"
X Link 2026-02-15T18:23Z 10.8K followers, [---] engagements

"🚨 $TMDX is launching its NOP service in Italy and is in discussions with other countries to open more in Europe but also beyond This is massive They are prepared to operate four strategic sites in Northern Italy and to operate those NOP with both ground and air transport - in time alongside their clinical services. Those sites should serve the surrounding areas. Staffing is already underway with operations to begin in Q1 [----] Way ahead of schedule @nataninvesting will finally be able to go on site and do some ground work for us"
X Link 2025-10-29T20:49Z 10.8K followers, [----] engagements

"$NVO is NOT cheap and NOT a buy right now. GLP-1 was supposed to drive growth but market share is slipping in favor of competition. Growth guidance was cut twice and there are no near-term catalysts nor clarity on what the future will be like. Lower growth lower cash generation lower multiples. This is how the market works. Comparing today's valuation to the last two years' is like comparing apples to bananas. Conditions changed. $NVO is a fantastic company. Just not a great stock yet. There are no reasons to rush any purchase better be patient"
X Link 2025-10-31T14:47Z 10.8K followers, 97.1K engagements

"$HIMS is the perfect example of why so many fail in the markets. They look at the past to build expectations of the future"
X Link 2025-12-30T16:15Z 10.6K followers, 19.2K engagements

"Ranking my portfolio per expected returns this year. [--]. $PATH [--]. $NBIS [--]. $ALAB [--]. $MSTR [--]. $ETH [--]. $TMDX [--]. $LULU [--]. $BABA"
X Link 2026-01-11T17:13Z 10.8K followers, [----] engagements

"$BABA valuation is depressed by three misunderstandings. 1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact. 2) Geopolitics. The war unreliability and asset-freeze narratives are just that: narratives and ignore probability. The U.S. needs China as much as China needs the U.S. Reaching such extremes would be globally catastrophic and is highly unlikely. But investors will realize that when FOMO kicks. 3) Potential. $BABA is vertically integrated. They own their infrastructure chips models LLMs applications (from finance to media"
X Link 2026-01-14T18:43Z 10.7K followers, [----] engagements

"While X was obsessed with growth & AI defensive assets have been on fire. I shared trades on $DG $DLTR $SLB $HAL up +60%+ in under six months with options up 500%+. Today Im sharing two new setups: 🔹 $UPS 🔹Another one Both come with clear success conditions and a defined investment plan. You can make serious money in non-sexy names. It just depends whether youre here for returns or thrills. I know which one I choose. Links below 👇 https://twitter.com/i/web/status/2011823176733335905 https://twitter.com/i/web/status/2011823176733335905"
X Link 2026-01-15T15:29Z 10.6K followers, [----] engagements

"Im going to break down my investment system with a heavy focus on price action - a tool usually ignored by investors. Ill walk you through how I think how I pick stocks how I size positions & what http://x.com/i/article/2011921766763864064 http://x.com/i/article/2011921766763864064"
X Link 2026-01-15T22:05Z 10.8K followers, [----] engagements

"Bought $PATH Bought $ALAB Bought $NVO Could buy $NBIS Could buy $TMDX"
X Link 2026-01-30T17:00Z 10.6K followers, [----] engagements

"$MELI has a very sexy chart right now. This one is going higher. The market looks like its rotating out of parts of tech and into defensives and international names. China is doing well. LatAm is doing well. Leaders will lead. Thats $MELI. And $BABA"
X Link 2026-01-30T17:03Z 10.8K followers, [----] engagements

"Those two opinions aren't mutually exclusive. $DUOL is an amazing company. The need to learn - languages and else will always exist and AI will enhance the application not disrupt it. $DUOL isn't a great buy at the moment. Short/medium term growth and cash generation is uncertain plus market reaction's been very doubtful and that doubt could persist for quarters or years. Third opinion being that conditions change sometimes from one day to another. Changing our mind is our biggest strength as investors. But ultimately stock picking is about buying the best potential return. Not buying"
X Link 2026-02-01T19:49Z 10.6K followers, [----] engagements

"$LULU was in a clear downtrend for months. Stabilized. Broke its downtrend printed a higher high reclaimed its averages. Volume is expanding breakout happened on even more volume. Pullback came on low volume meaning no profit-taking from earlier buyers. Gap filled. Local low held. $AEO / $VSCO playbook. https://twitter.com/i/web/status/2018421954114703438 https://twitter.com/i/web/status/2018421954114703438"
X Link 2026-02-02T20:31Z 10.7K followers, [----] engagements

"$ORCL keeps falling after announcing looking for another $50B in debt for buildouts. It doesnt matter what you believe; your conviction your timeframe or how strong compute demand is. The market is pricing risk above everything else now. Thats all that matters"
X Link 2026-02-02T21:16Z 10.6K followers, [----] engagements

"$PLTR showing you why 100x sales is cheaper than 10x PE $PYPL"
X Link 2026-02-02T21:27Z 10.6K followers, 10.5K engagements

"$PLTR is giving you a preview of what $PATH can become. Software isnt dead only non-AI enhanced softwares will die. On the contrary companies leveraging AI to optimize others are the future. Demand for these services is real and Zuck confirmed theyre starting to see their value. We're starting to see agents work. This will unlock the ability to build completely new products and transform how we work. It's hard not to be bullish. https://t.co/BXN5Zt5Gvr https://t.co/BXN5Zt5Gvr"
X Link 2026-02-02T22:01Z 10.6K followers, [----] engagements

"$QQQ & $SPY down everything being sold today. What's green $SLB 2.77% $UPS 5.29% $NTR 1.92% $DAR 3.22% $SWBI 3.75% But no one cares. 👇 https://t.co/TVqbdhKTn4 https://t.co/TVqbdhKTn4"
X Link 2026-02-03T18:04Z 10.7K followers, [----] engagements

"Bought more $BABA today according to plan. Fundamentals remain strong and still underestimated mostly due to Sun Art and Intimes muted growth. Price action follows the same playbook; breakout on volume retest without. See you higher"
X Link 2026-02-04T19:06Z 10.8K followers, [----] engagements

"$ORCL is down 60% from ATH in a straight line. And we still think $IREN & $NBIS can go up 100%"
X Link 2026-02-04T19:11Z 10.7K followers, [----] engagements

"Did a lot of buying over the last two hours. $PATH $NBIS $ALAB $BABA $TMDX The last add for some of these names. If they dont bounce here Im out. For good. Also interesting: buyers keep showing up aggressively every evening an hour before the close. Theres something there. https://twitter.com/i/web/status/2019139058451013755 https://twitter.com/i/web/status/2019139058451013755"
X Link 2026-02-04T20:00Z 10.7K followers, [----] engagements

"$GOOG delivers killer earnings and deserves a lower premium for it. Why Simple. The market rewards one thing only: consistent safe cash generation. ROI doesnt matter. Demand doesnt matter. Technological revolution doesnt matter. No cash. No premium. $GOOGL like $META before it just told the market that nearly all yearly cash generation will be spent on CapEx $180B guided vs $100B expected. AI hardware will keep generating cash and getting paid. That doesnt mean the market will reward the spenders - nor the one cashing the checks. The market is not the economy. The market is not the company."
X Link 2026-02-04T22:40Z 10.6K followers, 10.4K engagements

"Building a software watchlist. None are worth buying yet but they will be. So far. $ADBE $DUOL $RBRK $NOW $TWLO $CRWD Whats missing"
X Link 2026-02-05T17:10Z 10.8K followers, [----] engagements

"Fully out of $NBIS after 200%+ returns. I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor. If $GOOG wasn't rewarded for its CapEx and compute returns I do not see why $IREN or $NBIS would. When leaders fall second-handed assets rarely rise. I hope we get that bounce and I hope you holders will get what you're looking for. I'll continue to closely follow the company. But for now my thesis is that the market won't reward tech anymore and that returns lie elsewhere. I'll be back when that changes. And it will. $GOOG delivers killer earnings"
X Link 2026-02-05T20:39Z 10.7K followers, 19.3K engagements

"The only tech stocks I still own are $ALAB and $BABA and I expect both to outperform. $ALAB generates real cash today. As long as CapEx keeps rising - and $AMZN just confirmed it isnt slowing after Meta and Google did the same semis will keep printing. Unlike hyperscalers semis are positive FCF. They dont depend on future ROI; they monetize real spending happening now. With hyperscalers guiding CapEx 50% above expectations that cash flows directly to semis. The market wants free cash flow. They have it. $BABA is the only hyperscaler holding up while markets fall. Likely because. [--]. Ownership"
X Link 2026-02-05T21:19Z 10.7K followers, 10.6K engagements

"@Kburtond I am ahah but as shared $ALAB generates cash doesn't spend it. We're not talking about increasing CapEx here $TSM $ASML $SNDK all of the ones generating cash are doing just great"
X Link 2026-02-05T21:24Z 10.6K followers, [---] engagements

"$IREN & $NBIS proving right. It doesn't matter what we believe fair value is. It doesn't matter that demand is through the roof. It doesn't matter that hyperscalers continue to spend. The market is the ultimate truth. Regardless of our ego and convictions. Fully out of $NBIS after 200%+ returns. I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor. If $GOOG wasn't rewarded for its CapEx and compute returns I do not see why $IREN or $NBIS would. When leaders fall second-handed https://t.co/bbJqGIERs0 Fully out of $NBIS after 200%+ returns. I"
X Link 2026-02-05T22:36Z 10.7K followers, 13.3K engagements

"How many will look back on $IREN chart and call it an obvious double top in the future Looking at $NBIS right now 🤐"
X Link 2026-02-05T23:36Z 10.7K followers, [----] engagements

"$HIMS is down 62% since I closed my position. This is what happens when we hold on personal conviction - bias really without regard for how the market rewards or punishes stocks nor fundamentals. Maybe $HIMS bounces. Maybe it doesnt. But no one will convince me this is investing: holding through 60%+ drawdowns regardless of markets price action opportunity cost or conditions. I took shit for sharing this and selling my position. I was called a trader - whatever insult that is stupid without vision or understanding but most importantly I just wasn't considered an investor because I sold a"
X Link 2026-02-06T16:29Z 10.6K followers, [----] engagements

"I did not have $ALAB up 19% on my bingo card today. Very glad I concentrated my portfolio and accumulated on the weekly [--] at $145. Price action is key as usual. Portfolio up more than 10% today and flat YTD a pretty good performance considering the state of FinX. More to come on Tuesday after earnings. With CapEx announcements AI hardware companies should continue to print money compute optimizer even more than others. The only tech stocks I still own are $ALAB and $BABA and I expect both to outperform. $ALAB generates real cash today. As long as CapEx keeps rising - and $AMZN just confirmed"
X Link 2026-02-06T21:20Z 10.8K followers, [----] engagements

"FinX love quoting Buffett & treat his method as the only path for "real investors" Most dont even understand his teachings nor follow them. Even fewer realize his methods won't work for them. They'll quote him while holding names like $ASTS speculation like $IONQ degrading fundamentals like $HIMS "moat" narratives like $DUOL. Nothing wrong with those companies but for the fact Buffett would have never bought any of them. Anyone who adapts to price action updates a thesis or reacts to concrete data is labeled a trader a gambler a paper hand or simply stupid. Ironically Buffett did all of that."
X Link 2026-02-07T20:28Z 10.6K followers, [----] engagements

"@TheTechInvest Can we normalize calling out gurus on this app for once It's great to create content but this kind of behaviors should be banned. No one should be able to display such dishonesty publicly even less with 50k followers. Makes me sick. $HIMS"
X Link 2026-02-08T13:56Z 10.7K followers, 49K engagements

"I'd be careful using forward PE on hyperscalers like $MSFT. Depreciation and amortization will start to damage earnings during [----] and that will increase through [----] we've seen it with $META already. That won't change cash generation but that will increase PE and that is not priced in yet. Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"
X Link 2026-02-09T11:28Z 10.8K followers, 12.4K engagements

"More free advertising for $HIMS The gift that keeps on giving. #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"
X Link 2026-02-09T13:47Z 10.6K followers, [----] engagements

"The $HIMS x $NVO drama should stop. Many make it look like a David vs Goliath narrative but it isn't. It is one of a company with patents against one trying to steal patents. That's all it is. You failed one stock pick. Put your big boy's pants and move on for god sake"
X Link 2026-02-09T15:14Z 10.8K followers, [----] engagements

"$GOOG CEO was so criticized a year ago. But he found the way to secure $15B including a tranche in a 100-year bond. This is a masterclass. I'd like to have a conversation to those who bought those bonds thought. Cause $GOOG or not 100Y bonds are bullshit. What the hell Google $GOOGL has attracted more than $100 billion of orders for a bond sale thats expected to be about $15B - Bloomberg https://t.co/HY8z5h1uwg Google $GOOGL has attracted more than $100 billion of orders for a bond sale thats expected to be about $15B - Bloomberg https://t.co/HY8z5h1uwg"
X Link 2026-02-09T18:46Z 10.6K followers, [----] engagements

"@Valuation_Shop Operating cash flow even to avoid CapEx spending At least to find out ROI"
X Link 2026-02-10T09:09Z 10.7K followers, [--] engagements

"@Investinc_Intel They're so operating within the law and the rulebook you didn't write that they have been sued and forced to remove their products from the platform after a FDA reclamation"
X Link 2026-02-10T14:27Z 10.7K followers, [--] engagements

"$ALAB is my second-largest position & reports earnings tonight. Im structurally bullish for two main reasons: 🔹The CapEx cycle is not over - confirmed by $GOOG $AMZN & other hyperscalers. 🔹Compute optimization is priority #1. With energy & space being the limiting factors and real-world constraints making both hard to expand quickly the only short-term path forward for companies overwhelmed by compute demand is optimization. That means more compute per unit of energy & space. And that requires more efficient hardware. Maximizing this metric is priority #1. That runs through $ALAB & a few"
X Link 2026-02-10T16:22Z 10.8K followers, 10.6K engagements

"Interesting acquisition by $NBIS raising some questions on capital allocation & market reaction though. This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers. Raw compute wont cut it. Google has Gemini Microsoft has Copilot OpenAI has ChatGPT. You cant deliver an end-to-end enterprise service with compute only you need intelligence. Thats exactly what this deal is about very logical imo and very positive for long term holders. That said the timing is interesting. $NBIS didn't disclose price & the deal should close rapidly."
X Link 2026-02-10T16:43Z 10.8K followers, [----] engagements

"@MikeZaccardi "less Div & Buybacks" Look at $GOOG & if they slowed down return to shareholders like $MSFT did the would have generated more cash. Not sure why BofA would share such a biased chart"
X Link 2026-02-10T16:48Z 10.7K followers, [---] engagements

"Speaking more than one language is useless. Until you put hot Latina dancers on stage at one of the biggest events in the world. Suddenly everyone wants to speak Spanish. $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T16:56Z 10.7K followers, [----] engagements

"This is why $PLTR is one of the best companies on earth. And why Ill gladly go all-in once the sell-off is done. Hopefully well below $100. Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion https://t.co/DCZciCbfmM Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion https://t.co/DCZciCbfmM"
X Link 2026-02-10T17:09Z 10.7K followers, [----] engagements

"This feels like a top signal imo. $GOOG management is extremely smart to lock in cheap liquidity for their buildouts with almost no consequences due to the timeframes. But 100-year bonds makes zero sense and buying them even less even for a company like $GOOG. The [---] year bond is back in the tech world https://t.co/UGKB36SJKg The [---] year bond is back in the tech world https://t.co/UGKB36SJKg"
X Link 2026-02-10T17:44Z 10.7K followers, [----] engagements

""according to a person familiar with the transaction who asked not to be identified because the terms are private." Love Bloomberg ahah Not very cheap but not exessive considering what they're buying. Let's see if they can leverage it to attract enterprises. Thanks for the link 🤝"
X Link 2026-02-10T17:47Z 10.7K followers, [--] engagements

"@QualityInvest5 Banger ahah. To be fair they used to. They just took so much backlash they slowed done but $DUOL marketing used to be banger"
X Link 2026-02-10T17:56Z 10.7K followers, [---] engagements

"Felt the need to comment on this to give a counter opinion even if not asked. I think there is a huge misconception in nowadays' market about Buffett and wall street. The time where they were gods amongst men ended when information became accessible to everyone and believing retails can't do better is pure stupidity imo. I have an article pointing this out. This kind of return is possible from anyone nowadays especially these last [--] years as the market is all about liquidity and hype. Thinking it isn't doable means you think you're incapable of doing it. Bit sad imo. That said where I'll"
X Link 2026-02-11T11:00Z 10.7K followers, [---] engagements

"Liquidity matters even more 🙄. I'd completely see $PLTR fall to those levels and like you I'd buy lots. I could maybe even go all in under the right conditions. But I wouldn't underestimate the market's capacity to beat down a growth name even if it's Palantir. Personally hope for this to happen. Will see if it does https://twitter.com/i/web/status/2021558229713424838 https://twitter.com/i/web/status/2021558229713424838"
X Link 2026-02-11T12:13Z 10.7K followers, [---] engagements

"Using Buffett's quotes out of context to illustrate a behaviour he would never have. Just to confirm personal bias. $HIMS bulls have no more limits. Although this confirmation bias using Buffett's quotes out of context is the new normal on X 👇 https://x.com/i/status/2019819544819192161 Not buying $HIMS at $17 a share means you think the following: - Warren buffets famous quote "Buy when others are fearful sell when others are greedy" is a load of rubbish - $NVO will beat $HIMS in court Hims will have to stop selling compounded GLP-1's - $HIMS stock https://x.com/i/status/2019819544819192161"
X Link 2026-02-11T13:47Z 10.7K followers, [----] engagements

"@KreizJordy I think the bull case was always post H2-26 imo. When scorpion start to Ely ramp up - or not and the bull case is broken. My pov"
X Link 2026-02-11T14:18Z 10.7K followers, [--] engagements

"$MRNA blew up 60% to its local top after this post. $PFE is in the exact same configuration. The bull case is nothing but safe healthcare giants dragged to ungodly valuation post covid hype. $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was @nataninvesting since months bit early to my taste but by now. It's close to perfection. Liquidity continues to rotate. It really seems to be time to start looking away https://t.co/yHhxinW6eb $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was"
X Link 2026-02-11T17:26Z 10.7K followers, [----] engagements

"I discussed $CRWV Possibly. Don't remember although I'm not sure I talked shit about the company except to say that $NBIS was a better investment imo. But if you find it I'd be curious of what I said then. I disagree on $HIMS. But I wish you success Just wouldn't put my money on it but that's me. https://twitter.com/i/web/status/2021643501440586084 https://twitter.com/i/web/status/2021643501440586084"
X Link 2026-02-11T17:52Z 10.7K followers, [---] engagements

"@Levelup325 And you're one of the few printing today My $UPS as well But those returns aren't good enough for most not sexy"
X Link 2026-02-11T20:49Z 10.7K followers, [--] engagements

"@Sumeet2692 They sure don't. I'm always trying to be cautious of something I might be missing but after two years being a cheerleader of that stock I'm still yet to find what the market doesn't like in $TMDX"
X Link 2026-02-11T21:09Z 10.7K followers, [---] engagements

"@iamfabian I've seen content on substrack already no doubt there are great people there"
X Link 2026-02-12T08:58Z 10.7K followers, [--] engagements

"@DrTomsLens https://x.com/WealthyReadings/status/2021939232487387642 Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because the company isnt excellent but because it did not reward $GOOG so why would it reward $NBIS for the https://t.co/05tB6ME8oH https://x.com/WealthyReadings/status/2021939232487387642 Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because"
X Link 2026-02-12T14:58Z 10.8K followers, [---] engagements

"I am a concentrated investor. I believe concentration is the only real way to create wealth; diversification is for when youve reached [--] digits and preservation becomes the priority. Until then http://x.com/i/article/2014812889891176448 http://x.com/i/article/2014812889891176448"
X Link 2026-01-23T21:42Z 10.8K followers, 77.6K engagements

"Last month I shared an article about FinX darlings I wouldn't buy & why. Fast forward to today. $NFLX -10% $ADBE -16% $DUOL -26% $PYPL -28% $UBER -16% $HIMS -44% Violent. I am a big fan of some of those but it isn't enough to be a buyer. Investing isn't cheerleading. https://t.co/gymKiwJpsu https://t.co/gymKiwJpsu"
X Link 2026-02-11T20:56Z 10.8K followers, [----] engagements

"@Harbinus2022 I haven't followed soni couldn't say but the guidance is still here. Have they wrongly guided before"
X Link 2026-02-13T19:18Z 10.8K followers, [--] engagements

"@3KComeback Do your best my bro. Keep in mind that those criticizing are either investing daddy's money or have even less. This who worked to get their millies won't bitch. They know how hard the grind was"
X Link 2026-02-13T20:10Z 10.8K followers, [----] engagements

"@Jay_nomoney Yes and yes. But comparable p/s"
X Link 2026-02-13T20:31Z 10.8K followers, [---] engagements

"@Kalshi Probably waiting for a French train"
X Link 2026-02-13T21:00Z 10.8K followers, [---] engagements

"@Jay_nomoney $DUOL's problem is only post Q3 due to a very weak Q4 guidance and comments from management that they won't focus on cash generation. it's about pricing risk and uncertainty. Not about the past. Then maybe they'll surprise and do wonderful"
X Link 2026-02-13T21:21Z 10.8K followers, [--] engagements

"I wonder to what point acceleration was priced in the guidance. I also wonder how many using injectable will pass to pills hence hit growth even further - as they pass from the most to least expensive product. $NVO will be a game of "how much did management bake their guiadnce" for the next few quarters. https://twitter.com/i/web/status/2022423395061895553 https://twitter.com/i/web/status/2022423395061895553"
X Link 2026-02-13T21:31Z 10.8K followers, [---] engagements

"$TMDX closed the quarter with [----] flights after a very strong finish to December. I see a revenue floor of $157M (+29% YoY) putting FY25 slightly above $600M (+36% YoY). Final numbers will depend on DCD/DBD mix services and heart/lung trials but overall I expect $TMDX to at least meet the midpoint of guidance - raised three times this year. This assumes 20% use of third-party transport consistent with previous quarters and managements targets. Any deviation would impact the math. I am very positive on the company and look forward to what FY26 brings. Probably going to be great. I still"
X Link 2026-01-02T16:38Z 10.8K followers, 11.5K engagements

"$ONON breaking another higher high. Sportswear are on fire lately. The new $NKE"
X Link 2026-01-08T18:51Z 10.8K followers, [---] engagements

"$LULU has the exact same pattern as $AEO & $VSCO. Same challenges. Same playbook. Same price action. Since then one is up 114% and the other 234%"
X Link 2026-01-11T17:00Z 10.8K followers, [----] engagements

"$MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was @nataninvesting since months bit early to my taste but by now. It's close to perfection. Liquidity continues to rotate. It really seems to be time to start looking away from tech. Big time. https://twitter.com/i/web/status/2012272843497656480 https://twitter.com/i/web/status/2012272843497656480"
X Link 2026-01-16T21:16Z 10.8K followers, 10.7K engagements

"Today everything is about risk. And defensive assets could be the best performers. As I shared a few days ago risk will force me to adjust the portfolio; I already started to. Theres a moment in http://x.com/i/article/2018384029989380096 http://x.com/i/article/2018384029989380096"
X Link 2026-02-02T18:17Z 10.8K followers, 11.3K engagements

"$NVO is back in the $50s. Look at that. Who could have guessed. The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade. I took shit for not buying the downtrend. I took shit when the stock bounced. And I will still end up with a better average price than the DCA crowd. Taking shit is often a sign youre doing something right on social media. https://x.com/WealthyReadings/status/2018388356468445351 $NVO traders look ready to take some profits. Demand for the pill is clearly massive;"
X Link 2026-02-03T17:50Z 10.8K followers, [----] engagements

"@FI_Wagz Still need to check the earnings there's a reason for that dump ahah"
X Link 2026-02-03T17:53Z 10.8K followers, [---] engagements

"$TMDX back below $130. Beating flight records daily. Trading at 8x sales. Growing 25%+. Clinical trials advancing. International expansion. Why shouldn't I all in at this point"
X Link 2026-02-04T18:54Z 10.8K followers, [----] engagements

"You only need a few great names to make a fortune as long as you size up when you find them. So why not focus on those only Current positions: $TMDX $ALAB $BABA $PATH $LULU 👇 https://www.wealthyreadings.com/ https://www.wealthyreadings.com/"
X Link 2026-02-08T16:30Z 10.8K followers, [----] engagements

"$TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs. Practically this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward. Thats a major green light. The next phase consists of onboarding patients for the clinical studies. Lungs have already started under predefined trial rules (patient count conditions endpoints) and hearts are about to follow. This phase is designed to clinically prove with real cases that outcomes using OCS are superior to cold storage with a clean dataset - also"
X Link 2026-02-09T17:40Z 10.8K followers, [----] engagements

"$XVIVO was a great narrative but not a serious one when it came to competing with $TMDX. On the contrary they confirmed that $TMDX potential is as big as bulls thought. 👇 Xvivo results reaffirm that $TMDX market share is not being threatened. These results confirm the potential of the European and international markets. $TMDX continues to execute and they aim to acquire even more transplant centers as clients this year further expanding OCSs Xvivo results reaffirm that $TMDX market share is not being threatened. These results confirm the potential of the European and international markets."
X Link 2026-02-10T16:58Z 10.8K followers, [----] engagements

"$ALAB delivered better than expected revenues 6.7% above the high end of their own guidance. The market doesnt like the 7.7% sequential growth guidance for Q1-26 after 17% sequential growth this quarter. It should remember that management has repeatedly guided conservatively while execution keeps overperforming. This very quarter proving it. Also the Scorpion X ramp is expected in H1-26 not today while the Scorpion P might be the reason for overperformance and if so. That means really strong demand as volume weren't meant to reach full potential yet and according to management. Initial"
X Link 2026-02-10T21:43Z 10.8K followers, [----] engagements

"Closed my $ALAB hedge. Made a quick $950 per contract in less than 24h just by respecting price action & fundamental expectations. Q1 was never meant to break records with Scorpion P starting volume and X just starting pre production. The company delivered as best as possible. But when you run to the top of the range after 40% in three days it's better to hedge growth stocks if the quarter reporting isn't expected to be pivotal. My long position is red but the thesis remain as strong as yesterday. I just have more liquidity to buy now. I'll detail the option play and logic later if"
X Link 2026-02-11T15:08Z 10.8K followers, [----] engagements

"$TMDX my #1 position will report earnings on February [--] in [--] days. I see a revenue floor of $157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA and about European expansion and opportunity as it should have started H1-26. $TMDX is an ignored healthcare opportunity with a monster potential and I expect this to be shown on FY26 guidance. From my point of view everything is positive on this name today and should be after earnings. $TMDX closed the quarter with [----] flights after a very strong finish to December. I see a"
X Link 2026-02-11T20:07Z 10.8K followers, [----] engagements

"$TMDX is a pleasure. A healthcare defensive growth name trading like a risk asset with both declining growth and margins"
X Link 2026-02-12T18:20Z 10.8K followers, [----] engagements

"$MRNA is what every investor should be looking for And textbook price action. Years of downtrends with crushing volume until some consolidation on growing volume. Breakout on reccord volume followed by perfect retest pre-earnings. Earnings please retest is to the cent reaction +9% and we're probably going for another ride. I don't follow the fundamental but this is where we study folks. Not just because we like the story of a growth stock but because the market does. That's where money is $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was"
X Link 2026-02-13T14:55Z 10.8K followers, [----] engagements

"$CROX earnings are pretty interesting. Were talking about a company guiding to 5% EPS growth without growth only on efficiency and excluding buybacks after repurchasing 10% of shares outstanding FY25. We dont know how much theyll buy back in FY26 but you could reasonably model 10% EPS growth on flat revenue while the stock already trades below peers with weaker financials and fundamentals. Add to that: 🔹DTC growth - higher margins 🔹International acceleration 🔹HEYDUDE expected to perform better H2-26 🔹Strong brand presence And you get yourself a real repricing candidate. If HEYDUDE"
X Link 2026-02-13T16:15Z 10.8K followers, [---] engagements

"$DUOL is now trading at 5x sales and 14x earnings. I know the narrative: AI could disrupt the service. But imagine it doesnt and imagine $DUOL guides to 20% growth for FY26. At these multiples thats not exactly expensive although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind. I dont touch downtrends. But its fair to question this one. https://twitter.com/i/web/status/2022347282713321806 https://twitter.com/i/web/status/2022347282713321806"
X Link 2026-02-13T16:29Z 10.8K followers, [----] engagements

"$ANET posted an excellent quarter. Revenues up 29% gross/net margins at 63% & 38% Q1-26 guidance pointing to 30% YoY. Shares up 9% post-earnings at 21x sales. Deserved. $ALAB posted an even better one. Revenues up 91% with 75% gross and 17% net margins Q1-26 guidance at 83% growth. Shares down 28% since earnings at 26x sales. $ANET is more established slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket. But $ALAB made the mistake of acquiring two companies increasing OpEx and salaries to expand capabilities and"
X Link 2026-02-13T17:31Z 10.8K followers, [----] engagements

"$TMDX should be trading closer to $ISRG Both are in the healthcare domain with a product years in advance on competition growign market shares and importance within a healthcare system. Comparable growth profiles although $ISRG is less explosive meaning no decline but a stable growth. Comparable margins although again $ISRG is slightly superior due to being optimized for probitability now something $TMDX is working on with great results as the lattest quarters show clearly. There are small difference which explain why $ISRG has such a premium and it deserves it. But the market will need to"
X Link 2026-02-13T18:37Z 10.8K followers, [----] engagements

"@Stockfins Estimates are bs until earnings. Market has no idea how their ab tests change will impact cash generation and Q4 guidance was terrible. It's normal to price in more risks than fair. I'm a big fan of the company. Let's see if I can be a big fan of the stock. I'd love to"
X Link 2026-02-13T19:45Z 10.8K followers, [---] engagements

"@Rationalmind__ Do they Transmedics sells consumables for transplants while expanding the tam due to it's tech. Not so sure about that. They're at different maturity stages and capitalisation yes. But ver comparable in term of business and predictability"
X Link 2026-02-13T20:32Z 10.8K followers, [---] engagements

"@Jay_nomoney No because $DUOL growth is not predictable after the last quarter. $SPOT is"
X Link 2026-02-13T20:54Z 10.8K followers, [--] engagements

"@selfheavenly_ $DUOL Q4 guidance is 0% sequential growth. It's nice to believe but the data is more important than beliefs"
X Link 2026-02-13T20:56Z 10.8K followers, [---] engagements

"@ethereal_echo14 I agree with everything except "it cheap" because we simply don't know. But I'm also bullish on the business"
X Link 2026-02-13T21:02Z 10.8K followers, [---] engagements

"My watchlist today has nothing to do to what it was last year. Sell tech buy defensives. $MRNA $NVO $CROX $PFE $DAR $NTR $SWBI $TWST $PEP $TGT $ENPH $COP $DECK I'm probably the only one around here sharing this stuff nowadays 👇 https://x.com/WealthyReadings/status/2016196296227618965 The weekly [--] is the uptrend golden indicator $NVDA is below its w50 $META is below its w50 $MSFT is below its w50 $AMZN is below its w50 $HOOD is below its w50 $PLTR is below its w50 $UBER is below its w50 $NFLX is below its w50 $HOOD is below its w50 $ADBE is below its w50"
X Link 2026-02-14T18:09Z 10.8K followers, [----] engagements

"How is that deflection You cannot compare looking back on a company like $AAPL in [----] and a company like $HIMS today who lost access to the exact market which fueled its growth: GLP-1. At least unregulated access as it was during shortage. That's not deflecting it's argumenting. Then if you think both are comparable this conversation is useless but for other reasons. Don't use Buffett to justify growth investing. https://x.com/WealthyReadings/status/2019819544819192161 https://x.com/WealthyReadings/status/2019819544819192161"
X Link 2026-02-15T17:57Z 10.8K followers, [---] engagements

"@100Accuraci @hamids @chamath Yes. Assuming you focus on value with the same investing framework than Buffett"
X Link 2026-02-15T19:03Z 10.8K followers, [--] engagements

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