@WinderKit Avatar @WinderKit Kit Winder, CFA

Kit Winder, CFA posts on X about stocks, ai, in the, $catl 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 58.88% stocks 53.27% cryptocurrencies 15.89% technology brands 10.28% countries 5.61% travel destinations 2.8% fashion brands 2.8% automotive brands 2.8% exchanges 1.87% currencies 1.87%

Social topic influence stocks 14.02%, ai 13.08%, in the 11.21%, $catl 6.54%, gold 5.61%, business 5.61%, the world 4.67%, ceo 4.67%, market 4.67%, $spx 4.67%

Top accounts mentioned or mentioned by @koyfincharts @europeandgi @atlaspulse @fromvalue @thewiseic @dividendology @stocksavvyshay @futurumequities @zainhoda @gothburz @lordfed @tsohinvesting @mnkedaniel @bytetree @jefferies @bytetreetrends @investseekers @mickokeeffe @barchart @stockmktnewz

Top assets mentioned SPX6900 (SPX) Bitcoin (BTC) Moody's Corporation (MCO) Salesforce Inc (CRM) Nike Inc (NKE) S&P Global Inc (SPGI) Alliance Fan Token (ALL) QuantumScape Corporation (QS) Boyd Gaming Corporation (BYD) Centrus Energy Corp. (LEU) Liquity BOLD (BOLD) Bitcoin Gold (BTG) Berkshire Hathaway Inc Class B (BRK.B) Wise (WISE) NVIDIA Corp. (NVDA) Costco Hot Dog (COST) Deckers Outdoor, Corp. (DECK) On Holding AG (ONON) Shopify Inc (SHOP) Adobe, Inc. (ADBE) Arch Capital Group Ltd (ACGL) Brown-Forman Corporation Class B (BF.B) Match Group Inc (MTCH) Bumble Inc. (BMBL) Arthur J. Gallagher & Co. (AJG) Skycorp Solar Group Limited (PN) ChargePoint Holdings, Inc. (CHPT) GrafTech International Ltd. (EAF) Enovix Corporation Common Stock (ENVX) Cosmos (ATOM) Watsco, Inc. (WSO) Kraft Heinz Co (KHC)

Top Social Posts

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

"Falling ROIC told you that Watsco $WSO was in trouble. #Quality #Investing #Stocks"
X Link 2025-12-10T17:12Z [---] followers, [---] engagements

"As gold breaks new ground and bitcoin shows increasingly mature behaviour The two most significant alternative assets in the world come together to list as $BOLD on the London Stock Exchange. Fantastic. #bitcoin #gold I am delighted to announce that the 21Shares Bitcoin and Gold ETP (BOLD) listed on the London Stock Exchange this morning. Ticker is BOLD (GBP) BOLU (USD). I am delighted to announce that the 21Shares Bitcoin and Gold ETP (BOLD) listed on the London Stock Exchange this morning. Ticker is BOLD (GBP) BOLU (USD)"
X Link 2026-01-13T08:33Z [---] followers, [--] engagements

"@dividendology $KHC just as $BRKB prepare to sell"
X Link 2026-01-24T17:48Z [---] followers, [---] engagements

"I love this. Culture is a widely underrated factor in identifying quality companies. A few personal examples include: Nike $NKE Markel $MKL Wise plc $WISE On their list $NVDA is third in the US. $COST also ranks highly. No coincidence. #Quality #Investing Glassdoor's "best places to work" list is a great hunting ground for investing ideas: https://t.co/wqJi21ZcJw Glassdoor's "best places to work" list is a great hunting ground for investing ideas: https://t.co/wqJi21ZcJw"
X Link 2026-01-27T10:26Z [---] followers, [---] engagements

"@KoyfinCharts Lines up with the strategy. Hoka $DECK and $ONON Running may be taking share today but Nikes breadth history and brand power give it advantages they cant yet match. $NKE"
X Link 2026-01-27T15:14Z [---] followers, [---] engagements

"@European_DGI The word falling doesnt do it justice Extraordinary move. Terry Smith was a buyer in [----] as per latest filing. $WKL"
X Link 2026-01-27T16:57Z [---] followers, [---] engagements

"Constellation Software was at record valuation multiples when its legendary CEO stepped down. It is down over 50% since. Two lessons - True alpha generators are rare 💎 - Starting valuations matter 📉 $CSU #Software #Stocks"
X Link 2026-01-28T15:33Z [---] followers, [---] engagements

"Turnaround at $CLX Clorox has been in a bear market relative to the world index since March [----] when it beat the index by 75% during the pandemic crash. It reached its lowest multiple of sales in over a decade at Christmas and is up 16% since. Is the Big Brands Bear Market coming to an end #Quality #Investing https://twitter.com/i/web/status/2017270699979673688 https://twitter.com/i/web/status/2017270699979673688"
X Link 2026-01-30T16:16Z [---] followers, [--] engagements

"Booking Holdings $BKNG down 3% today. 📉 Deeply impressive company but is its 60% ROIC sustainable #ROIC #Investing"
X Link 2026-01-30T19:15Z [---] followers, [--] engagements

"@KoyfinCharts $RACE was trading on 13x sales when the rest of the luxury market was on its knees. Ferrari EV to Sales"
X Link 2026-02-02T16:06Z [---] followers, [--] engagements

"Constellation Software vs Wolters Kluwer - which wins from here over next ten years v $CSU $WKL"
X Link 2026-02-02T16:29Z [---] followers, [----] engagements

"Four of Chris Hohn's Top Five Positions (as of Q3 filing) have been caught up in the software and tech selloff in the last week. Together they make up over 50% of his portfolio. Fascinated to see how he's reacted in the next filings. $SPGI $V $MCO $MSFT"
X Link 2026-02-04T10:14Z [---] followers, [---] engagements

"Amadeus IT another unshakeably popular quality stock is down from [--] to [--] since August. Now at its lowest multiple of sales since [----] but the market doesn't care. Bulls running. $AMS Price and EV/Sales #AI #Disruption"
X Link 2026-02-04T13:36Z [---] followers, [---] engagements

"The rotation is gathering speed Dow Jones: 0.73% S&P 500: 1.14% Nasdaq: 1.83% Who's having fun today https://t.co/ExautPDJL7 Dow Jones: 0.73% S&P 500: 1.14% Nasdaq: 1.83% Who's having fun today https://t.co/ExautPDJL7"
X Link 2026-02-04T15:35Z [---] followers, [--] engagements

"The market rotation began in late October [----]. Over the last three months the top three US sectors have been materials energy and in blue up 15% in that time consumer staples. Tech is last down -6%. $XLE $XLM $XPL"
X Link 2026-02-05T12:43Z [---] followers, [---] engagements

"RT @AtlasPulse: Bitcoin versus Gold have come under pressure at the same time which is unusual but for completely different reasons. Gold"
X Link 2026-02-05T15:01Z [---] followers, [--] engagements

"Defensives defending $SPX"
X Link 2026-02-05T15:53Z [---] followers, [--] engagements

"6 months of progress wiped out in a day at Estee Lauder. This market will punish a bad report harshly. $EL #investing"
X Link 2026-02-05T18:44Z [---] followers, [--] engagements

"@FromValue SaaS $FI"
X Link 2026-02-06T14:55Z [---] followers, [--] engagements

"There and back again: a gamer's tale. Nintendo's EV to Sales went from 3x to 12x and back again in two short years. Gaming #stocks are part of the #software selloff. #AI $NTDOY"
X Link 2026-02-06T16:14Z [---] followers, [---] engagements

"Is it all over for $BTC https://podcasts.apple.com/gb/podcast/merryn-talks-money/id1654809850i=1000748544093 https://podcasts.apple.com/gb/podcast/merryn-talks-money/id1654809850i=1000748544093"
X Link 2026-02-06T16:43Z [---] followers, [--] engagements

"@StockSavvyShay @FuturumEquities SBC as a % of rev a notable win for $ADBE $CRM and $SHOP"
X Link 2026-02-08T09:21Z [---] followers, [---] engagements

"@TheWiseIC The CEO alone is reason enough to be bullish long term - he is up there with the best imo. But correlation with $NDX + growing uncertainty around the shape of the competitive environment are valid reasons for short term caution. $UBER"
X Link 2026-02-08T09:26Z [---] followers, [--] engagements

"@TheWiseIC As for mine - Colgate $CL. Simple thesis: AI cant disrupt toothpaste"
X Link 2026-02-08T09:26Z [---] followers, [--] engagements

"@zain_hoda $CRM is an interesting case where its own strategy aligns with this thesis - they are pivoting hard and accepting cannibalisation. Catch [--] - Benioff agrees with the bearish SaaS thesis suggesting Salesforce is immune to the bearish SaaS thesis"
X Link 2026-02-08T09:34Z [---] followers, [---] engagements

"Marc Benioff of $CRM would be an interesting example. The creator of SaaS and one of the most successful software entrepreneurs he is aggressively pivoting Salesforce to become an AI agent/digital labour company. A clear indicator from one of the industry's best. #SaaS #AI https://twitter.com/i/web/status/2021157118313681039 https://twitter.com/i/web/status/2021157118313681039"
X Link 2026-02-10T09:39Z [---] followers, [---] engagements

"This is incredibly interesting. They are betting that America first and affordability will be put before patent law. Seems crazy but the fact that they are trying suggests they believe the current administration could agree What times we live in 🤷♂ $NOVO $NVO $HIMS Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish"
X Link 2026-02-10T11:20Z [---] followers, [---] engagements

"A recent McKinsey report said While AI will transform parts of the insurance value chain we expect it is more likely to reshape existing models than to disintermediate them. #AI #Investing https://www.mckinsey.com/industries/financial-services/our-insights/ai-in-insurance-understanding-the-implications-for-investors #AI risk to the insurance sector Stocks crashed on Monday after Chat GPT released an insurance app. 📉 Arch Capital $ACGL reported yesterday and was asked about Monday's selloff. Analyst Q: "Given yesterday's move in the market I was going to ask you about the risk of"
X Link 2026-02-11T16:04Z [---] followers, [--] engagements

"@gothburz Fascinating story Bear market in trust well underway"
X Link 2026-02-12T15:35Z [---] followers, [--] engagements

"@European_DGI Interesting it has one of the best records of resisting previous bear markets but its never entered one at such rich multiples before. Fragility and resilience in a tug of war in a weak luxury market with a big div hike Somethings not adding up for me #Luxury $RMS"
X Link 2026-02-12T17:22Z [---] followers, [---] engagements

"@lord_fed I heard a nice thing once. That if you had a strong opinion about a currency's direction of travel - you should take yourself into a dark room lie down for half an hour then get on with your day. Excellent piece and given Japan's moves and the scale of carry timely"
X Link 2026-02-12T18:03Z [---] followers, [---] engagements

"@TSOH_Investing Inventory somewhat unique in this case though Typically rising inventories risk obsolescence. With brown spirits it can gain value with time - a rare feature. $BFB $DGE #Whisky"
X Link 2026-01-27T11:10Z [---] followers, [--] engagements

"To view an example of what our research looks like take a look at our first note on Diageo. $DGE https://www.bytetree.com/research/2025/09/spirits-on-sale/ https://www.bytetree.com/research/2025/09/spirits-on-sale/"
X Link 2026-01-30T16:34Z [---] followers, [--] engagements

"Fair Isaac Corp is 27% of Dev Kantesaria's portfolio (Valley Forge Capital). What conviction. It's down 38% from its peak but look at that increase in ROIC. #Quality #Investing"
X Link 2026-02-02T20:11Z [---] followers, [--] engagements

"Brown Forman $BFB up 4% today as #software crashes. #AI can't disrupt Alcohol. Or maybe the $CSU shareholders are drowning their sorrows. After falling for four years in a row is the worst finally over"
X Link 2026-02-03T19:50Z [---] followers, [--] engagements

"@FromValue Online dating - like $MTCH and $BMBL"
X Link 2026-02-08T09:23Z [---] followers, [---] engagements

"@MnkeDaniel Spoke to a Moody's employee recently. Said they are indeed very afraid. More on research side than ratings but that alone would be a huge loss. $MCO #AI"
X Link 2026-02-10T14:54Z [---] followers, [---] engagements

"Moody's $MCO EV to Sales. This is not a "once in a generation buy the dip opportunity""
X Link 2026-02-10T15:04Z [---] followers, [---] engagements

"Record risk appetite late in bull market as momentum fades and rotation boils under the surface. Not healthy. $SPX #Investing"
X Link 2026-02-12T17:01Z [---] followers, [--] engagements

"There is a category of company rightly understood to be very high quality. Stable profitable well-run with beautiful financials. However these have been bid up relentlessly over a decade or two to valuations that leave them vulnerable. Stocks like (some of) these should not be dropping 15% in a day. Some even feature in our analysis of the most resilient stocks in previous bear markets. This is Nifty Fifty stuff - and Howard Marks learned his favourite line in that period that the four most dangerous words in finance are. "No price too high" $EXPD $TRIP $TYL $ROL $CSCO"
X Link 2026-02-12T17:35Z [---] followers, [----] engagements

"Software always beat hardware before. Will this time be different Physical assets can be an advantage - if others cant replicate them but in this case everyones building it #AI #Investing #Quality For those saying hey capex is good. It will pay off consider the historical record: https://t.co/JAbfe8wqnz For those saying hey capex is good. It will pay off consider the historical record: https://t.co/JAbfe8wqnz"
X Link 2026-02-15T12:09Z [---] followers, [--] engagements

"A great business at a fair price is superior to a fair business at a great price The investment game always involves considering both quality and price and the trick is to get more quality than you pay for in price. Its just that simple." - Charlie Munger @ByteTree Quality is an investment research service which does exactly that. #Quality #Investing https://www.bytetree.com/bytetree-quality/ https://www.bytetree.com/bytetree-quality/"
X Link 2026-01-30T16:34Z [---] followers, [---] engagements

"Warren and Charlie on why boring stocks outperform #Quality #Investing $BRKB https://youtu.be/JTTLCfctb-wsi=5-pzKPj9PuRu-WO4 https://youtu.be/JTTLCfctb-wsi=5-pzKPj9PuRu-WO4"
X Link 2026-02-09T18:56Z [---] followers, [---] engagements

"I see a lot of anchoring bias on this platform. S&P Global $SPGI and numerous others are "down 10% today" or "25% from recent highs" making it a "great long-term buying opportunity" etc. It is a wonderful business and the AI threat may be exaggerated (although maybe not). What is clear is that it was trading 5-6x higher than its pre-2015 average multiple. And it was a wonderful business then too. #AI #SaaS #Investing https://twitter.com/i/web/status/2021238037946974655 https://twitter.com/i/web/status/2021238037946974655"
X Link 2026-02-10T15:01Z [---] followers, [----] engagements

"$V and $MA They were at 25x sales but that doesn't make 15x sales a bargain. #Investing"
X Link 2026-02-10T15:05Z [---] followers, [---] engagements

"So many charts like this right now. A friend relayed a lovely quote to me recently as we discussed Howard Marks' concept of the pendulum in market psychology: "The average is just what a stock passes through on its way to the other extreme" Arthur J Gallagher $AJG reached a sales multiple nearly 3x higher than its peak in [----]. Proper Mt Fuji's. #Valuation #Investing https://twitter.com/i/web/status/2021255073876074984 https://twitter.com/i/web/status/2021255073876074984"
X Link 2026-02-10T16:08Z [---] followers, [---] engagements

"While growth stocks (red) have underperformed the index ( $SPX ) by 6.2% in the last three months. Low volatility stocks (US Min Vol Index $USMV) have quietly started to outperform again. In times of stress: safety first. #Quality #Investing"
X Link 2026-02-10T16:21Z [---] followers, [--] engagements

"Arthur J. Gallagher $AJG Share price vs Revenue per employee #Quality #Investing"
X Link 2026-02-10T19:02Z [---] followers, [---] engagements

"Tether brings gold and crypto worlds together. I remember being hugely sceptical about its legitimacy just a few years ago. How times have changed. #BOLD #gold #Bitcoin Tether is a bigger gold buyer than the Arabs. "We are soon becoming basically one of the biggest.gold central banks in the world." - Paolo Ardoino Tether CEO https://t.co/yZ8Z9aSLgj Tether is a bigger gold buyer than the Arabs. "We are soon becoming basically one of the biggest.gold central banks in the world." - Paolo Ardoino Tether CEO https://t.co/yZ8Z9aSLgj"
X Link 2026-02-11T10:22Z [---] followers, [--] engagements

"#AI risk to the insurance sector Stocks crashed on Monday after Chat GPT released an insurance app. 📉 Arch Capital $ACGL reported yesterday and was asked about Monday's selloff. Analyst Q: "Given yesterday's move in the market I was going to ask you about the risk of disruption to your business model from AI and whether you're more likely to be a net beneficiary from AI getting improved efficiencies and smaller risk selection rather than at risk of disruption which I suspect is probably more limited to some distribution platforms or maybe the carriers under lines are more commoditized I'd"
X Link 2026-02-11T11:20Z [---] followers, [---] engagements

"Like $NESN before it investors have cheered job cuts at $HEIA. Heineken will cut [----] to [----] jobs as the Dutch brewer faces a slump in demand for alcohol. Read more: https://t.co/NBCCFUbWbN 📷: Jasper Juinen/Bloomberg https://t.co/87MDkMY7L5 Heineken will cut [----] to [----] jobs as the Dutch brewer faces a slump in demand for alcohol. Read more: https://t.co/NBCCFUbWbN 📷: Jasper Juinen/Bloomberg https://t.co/87MDkMY7L5"
X Link 2026-02-11T17:17Z [---] followers, [---] engagements

"A wonderful hour introducing then listening to these two greats @AtlasPulse and Chris Wood. Bitcoin Gold Tether the FT EM debt Corporate Bonds and a lot more besides Enjoy. #gold #bitcoin #BOLD This week we held a must-watch conversation with none other than Chris Wood the Global Head of Equity Strategy @Jefferies. Chris and Charlie discussed asset allocation #TechStocks quantum computing #Bitcoin #Gold and of course $BOLD. https://t.co/pgvFJPSuZa This week we held a must-watch conversation with none other than Chris Wood the Global Head of Equity Strategy @Jefferies. Chris and Charlie"
X Link 2026-02-12T13:26Z [---] followers, [--] engagements

"Intriguing And scary. #AI And I thought I was bearish. I'm clearly not bearish enough "Every single time in history when safety engineers started walking out catastrophe followed. Manhattan Project. Challenger. Boeing. Big Tobacco. Citigroup before 2008." And I thought I was bearish. I'm clearly not bearish enough "Every single time in history when safety engineers started walking out catastrophe followed. Manhattan Project. Challenger. Boeing. Big Tobacco. Citigroup before 2008.""
X Link 2026-02-12T13:43Z [---] followers, [--] engagements

"The wonderful business that is $ROL traded at an average of 1.2x sales before [----]. Today 7.6x and that's after today's fall. Valuations don't matter until they do. #Quality #Investing"
X Link 2026-02-12T17:37Z [---] followers, [--] engagements

"Adobe: ROIC rising seems good but invested capital is falling. People highlight its buybacks but the reinvestment runway's scale/duration are key factors in long-term value creation. It's also easier to generate a higher ROIC on lower capital investment. NOPAT growth has slowed from 50% pre-pandemic to 12% post. $ADBE https://twitter.com/i/web/status/2022305244185534889 https://twitter.com/i/web/status/2022305244185534889"
X Link 2026-02-13T13:41Z [---] followers, [--] engagements

"Narrative shifting on SaaS. From something big happening to something big is hard to disrupt #AI #Investing https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T10:21Z [---] followers, [--] engagements

"While Nike $NKE and Adidas $ADS have spent five years falling. And everyone is distracted by Deckers $DECK and On $ONON. Asics (7936) is up 10x #Investing #Stocks"
X Link 2026-02-16T11:14Z [---] followers, [--] engagements

"An early big winner in Energy Transition today as $SCE is up 48% on the UK market. Led by a high quality mgmt team it makes carbon-ceramic brake discs which are better performing and lighter than competitor's creating weight (i.e. fuel) savings for passenger cars. Having fallen into a liquidity trap and fallen over 90% in recent years it is now fighting its way back out as insider share purchases earlier in the year have been followed by quarterly results showing revenue growth of 72% as it "experienced a pivotal change in manufacturing yield and output". #CleanTech #Investing"
X Link 2025-07-22T09:00Z [---] followers, [--] engagements

"Gonna start a mega-thread trying to look at one company in the energy transition every day. Lets see if I can keep it up. Current universe is at least a years worth. Suggestions welcome. Tell your friends. Not investment advice not a recommendation just building a picture of the investable universe"
X Link 2025-07-28T13:45Z [---] followers, [---] engagements

"Gonna start with a very small cap Ceres Power $CWR because its British like me and up 40% today. I looked at this company five years ago and was impressed by its people and partnerships but not its price nor its product readiness. The first two are still there and the second two have changed. Ceres makes solid oxide fuel cell technologies for power generation and green hydrogen production. The CEO Phil Caldwell has been in place since [----]. Today after falling 90% since [----] its surging on the news that its major OEM partner Doosan in Korea is commencing full commercial production of power"
X Link 2025-07-28T13:45Z [---] followers, [----] engagements

"A few big moves in Clean Tech today $CWR +45.0% $SES +13.9% $STEM +13.4% $ALL +12.6% $PN +10.5% $GLN +10.3% Batteries and lithium doing well again. On the downside: $LNZA -15.0% $OPTT -12.1% $CHPT -11.0% #CleanTech #Investing See separate post on Ceres Power here: Gonna start with a very small cap Ceres Power $CWR because its British like me and up 40% today. I looked at this company five years ago and was impressed by its people and partnerships but not its price nor its product readiness. The first two are still there and the https://t.co/2LnFHJ3uXP Gonna start with a very small cap Ceres"
X Link 2025-07-28T14:00Z [---] followers, [---] engagements

"A tough day for many ET equities after a good few weeks. $CECO +15.6% $FRVIA +13.4% $ANNA +10.1% Vs $STEM -19.4% $SLDP -18.7% $ABAT -17.9% $QS -14.5% $LNZA -13.6% $APMX -12.8% $NVTS -12.3% $SES -10.6% $CARR -10.4% $CHPT -10.2% Many names which have done well lately are being cut down today. Batteries and materials dominate the losers. And it reflects the continuing high volatility at the small cap/scale up end of the Energy Transition investment universe. #CleanTech #Investing"
X Link 2025-07-29T16:38Z [---] followers, [----] engagements

"If climate change geopolitics $CATL and $BYD would take over western markets very quickly. Defence of national industries against Chinese competition is a) an admission of inferiority and b) incompatible with the swiftest pathways to lower global carbon emissions. #EnergyPolitics #Investing CATL is the clear leader in battery technology for electric vehicles and grid scale storage. Their focus now is on the export market and plants in foreign countries. They are currently building a huge plant in the USA that will produce their batteries and be run by Ford. Tesla https://t.co/0k8TiTUBWi CATL"
X Link 2025-07-31T13:00Z [---] followers, [---] engagements

"This week begins with Canadian Solar $CSIQ. Mkt cap $770m. It manufactures photovoltaic (PV) solar modules provides solar power and battery energy storage solutions and develops large-scale solar and battery storage projects globally. A Canadian-Chinese company it straddles the geopolitical ravines that are opening up. Hard to say if this helps or hinders at this stage. It has a large project pipeline and a huge installed base on panels worldwide. Its investing heavily in capacity to try and capture economies of scale to compete with China and also pushing hard into energy storage to offer"
X Link 2025-08-04T18:17Z [---] followers, [---] engagements

"Today Simec Atlantis $SAE because it signed a huge deal and went up a hilarious 140%. It was once a tidal energy play (Meygen) but that was expensive and slow to scale but it gave them one key asset: grid connections. These suddenly became valuable as wait times grew for all new energy assets and SAE found itself with a strong hand. It started to pivot in this direction and has now found a partner for its AW1 Battery Storage project in Uskmouth w 13m of expected revenue making it one of the UKs largest. A successful transition is on the cards. SAEs future looks a lot different to its past."
X Link 2025-08-05T18:37Z [---] followers, [---] engagements

"Energy Transition stock moves today $SAE is down 30% after rising over 100% yesterday. Then $LEU +20.1% $NOU +10.3% And $SMXT -12.4% $POWL -11.1% Quiet day except for Simec #CleanTech #Investing"
X Link 2025-08-06T13:35Z [---] followers, [---] engagements

"$BYD and $CATL continue to lead the way. Their process power has turned into a powerful advantage that others will have a hard time catching up with at least in the near term. In the west only $TSLA competes. #CleanTech #Batteries #Investing China Jul EV battery installations: CATL share 41.40% BYD 21.18% CATL's share in July decreased by [----] percentage points compared to June while BYD's share decreased by [----] percentage points as smaller players saw growth. https://t.co/sCsyrObj1v 👇 China Jul EV battery installations: CATL share 41.40% BYD 21.18% CATL's share in July decreased by 2.28"
X Link 2025-08-11T20:40Z [---] followers, [---] engagements

"Energy transition winners/losers today $LEM +32.3% $BW +14.5% $SUN +11.1% Vs $PN -25.8% $MATR -14.5% $GEVO -10.3% Index $PBW down 2.7% as small caps suffer as inflation data reins in the hit rally of the last couple days. #CleanTech #Investing #Stocks #Energy"
X Link 2025-08-14T16:16Z [---] followers, [---] engagements

"The $CATL mine closure is a fascinating study of investing in Chinese companies and private vs state interests. CATL is the market leader in batteries. Building 7.6bn 100GWh battery factory in Hungary. Supplying the 50% annual growth in battery capacity. Best tech growing brilliant. Recent IPO on HK exchange worlds biggest this year ($5bn). However China is the dominant producer and refiner of lithium and batteries in the world and the incredible price crash has hurt it. Although ostensibly private CATLs mine closure last week was to do with an expiring regulatory permit. The mine is"
X Link 2025-08-16T07:51Z [---] followers, [---] engagements

"Still a lot of energy transition themes dominating the world index $ACWI. $BATT $CTEK $DRVE and $GCLE most notably. Its been a powerful comeback after a long bear market. For many its their first five in years. Find out more at @ByteTreeTrends #CleanTech #CleanEnergy #Investing Thematic ETFs Highs & Lows in World Equities [--] items. London Closing prices captured @ Aug [--] [----] 6:20 AM Page: [--] of [--] https://t.co/URrmlLFoJg https://t.co/OkJsrwHjX9 Thematic ETFs Highs & Lows in World Equities [--] items. London Closing prices captured @ Aug [--] [----] 6:20 AM Page: [--] of [--] https://t.co/URrmlLFoJg"
X Link 2025-08-27T06:27Z [---] followers, [----] engagements

"$CATL EV/Sales. Sales rising again while multiple sits below pre-2020 levels"
X Link 2025-08-29T07:24Z [---] followers, [---] engagements

"NINE clean tech themes with five star trends in USD terms. $BATT $COPX $GCLE $HDRO $HYGN $LITU $QCLU $RAYZ $REMX Thematic ETFs Highs & Lows in US Dollar #AIAI #BATT #BKCH and [--] others are in an uptrend and made a new high yesterday. #DGTL and #ECOM are a new uptrend. London Closing prices captured @ Aug [--] [----] 6:26 AM Page: [--] of [--] https://t.co/URrmlLFoJg https://t.co/eCF5OKSLwu Thematic ETFs Highs & Lows in US Dollar #AIAI #BATT #BKCH and [--] others are in an uptrend and made a new high yesterday. #DGTL and #ECOM are a new uptrend. London Closing prices captured @ Aug [--] [----] 6:26 AM Page: 1"
X Link 2025-08-29T10:39Z [---] followers, [---] engagements

"Interesting moves in energy transition #stocks today $BW +11.5% $LEM +8.3% $DQ +8.1% $ALL +7.2% Vs $AMSC -7.4% $AMPX -7.4% $SLDP -6.8% $EAF -6.6% $LEU -6.4% $ENVX -5.9% Some of the US #battery names losing momentum after such a strong summer. #CleanTech #Investing"
X Link 2025-08-29T14:14Z [---] followers, [---] engagements

"$CATL 1Y high overnight. I wonder why. The battery boom has begun🔋⚡ [--] GW were installed in [----]. That's 66% more than in [----]. Battery storage is modular flexible fast to deploy and prices are still falling. Its growth trajectory looks more like consumer electronics than traditional infrastructure. https://t.co/ZVOlZ7kdmw The battery boom has begun🔋⚡ [--] GW were installed in [----]. That's 66% more than in [----]. Battery storage is modular flexible fast to deploy and prices are still falling. Its growth trajectory looks more like consumer electronics than traditional infrastructure."
X Link 2025-08-30T09:30Z [---] followers, [---] engagements

"New 1Y high for $CATL Chinese battery maker CATL's shares soared with investors pinning the rally to a stronger outlook for sales following an earnings report from a supplier https://t.co/S0efb3NLSH Chinese battery maker CATL's shares soared with investors pinning the rally to a stronger outlook for sales following an earnings report from a supplier https://t.co/S0efb3NLSH"
X Link 2025-08-30T10:59Z [---] followers, [---] engagements

"Clean tech stock movers today $ATOM +22.2% $CBLU +10.0% $MBMA +9.0% $GEVO +8.7% $CSIQ +7.7% Vs $TYGO -6.4% $FCEL -6.0% $MNTK -5.2% $QS -5.2% $ALL -4.8% Index $PBW up over 2% again today pushing $26 which is a [--] month high. #CleanTech #Investing"
X Link 2025-09-15T16:16Z [---] followers, [---] engagements

"A few big moves by battery makers today. $NRGV +18% $CWR +17% $QS +13% Centrus $LEU Atome $ATOM and $ENVX all making big moves too. Clean tech just keeps motoring on in 2025"
X Link 2025-09-18T16:11Z [---] followers, [---] engagements

"@KoyfinCharts Its all the FMI comps $SPGI $LSEG $MCO all underperforming the index"
X Link 2025-09-30T19:26Z [---] followers, [---] engagements

"Q3 in a chart: private equity and low vol stocks struggle while tech and small cap growth have beaten the market. $IWO $IWF $USMV $PSP"
X Link 2025-10-03T13:47Z [---] followers, [--] engagements

"Clean tech slumping now alongside other high beta speculative tech. $PBW down 4.7% today down from $36 to $31.4 in five days. #CleanTech #Growth #Investing"
X Link 2025-10-22T16:02Z [---] followers, [--] engagements

"Easing strains between the US and China have hit battery and rare earth metals companies today such as $LAC $ABAT $LEM $ATLX $ALB $EAF #CleanTech #Investing"
X Link 2025-10-27T18:23Z [---] followers, [---] engagements

"Remitly $RELY has reached profitability and grown at a rapid rate but is down 75%. ROIC (LTM) finally turned positive over summer. #Investing #Fintech $WISE"
X Link 2025-11-24T19:53Z [---] followers, [---] engagements

"Latest commentary from Troy AM: "We believe that many of the favourable conditions that have propelled markets for the last several decades are fundamentally changing for the worse and that the equity market as a whole look highly concentrated and fully valued. Paradoxically at the same time we see there are opportunities selectively to acquire high quality income names at attractive prices as they languish out of favour when set against the bright lights of technology/AI related stocks." #Quality #Investing #AI $SPY https://www.taml.co.uk/blog/income-matters-no-9/"
X Link 2025-11-26T11:20Z [---] followers, [--] engagements

"Here's low vol stocks $USMV vs the $SPX - showing huge underperformance since the pandemic (black line)"
X Link 2025-11-26T11:20Z [---] followers, [--] engagements

"Snap-on Inc $SNA investors haven't noticed yet. #Quality #ROIC #Investing"
X Link 2025-12-10T17:14Z [---] followers, [--] engagements

"Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique and brilliant CEO who has created a cost advantage so powerful they can undercut competitors by miles and still make higher margins"
X Link 2025-12-15T16:57Z [---] followers, [---] engagements

"Widely diverging free cash flow yields at the website builders. $WIX $GDDY $SHOP"
X Link 2025-12-16T10:28Z [---] followers, [---] engagements

"Scale economies shared: $RYA cuts costs aggressively and passes on those savings to its customers which generates growth reducing costs further. Same model as Costco $COST and Amazon $AMZN and one of the most powerful flywheels in business. #Quality #Investing Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique and brilliant CEO who has created a cost advantage so powerful they can undercut competitors by miles and still make higher margins. https://t.co/4J5fBSMCit Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique"
X Link 2025-12-16T10:33Z [---] followers, [--] engagements

"There are four buckets for airlines since the pandemic. At the top boasting 170-180% comebacks: $RYA $QAN and $DAL. Then in the middle: $AIG and Jet [--] with 90%-10)% gains. After that: $AAL $LUV and $AC with 15% to 40%. Finally $WIZZ and $AF down 60%-70%"
X Link 2025-12-16T15:01Z [---] followers, [--] engagements

"Starting the chart 1y before the Pandemic hit $RYA $QAN and Jet2 rising to the top with Ryanair emering as the clear winner in the last few months"
X Link 2025-12-16T15:01Z [---] followers, [--] engagements

"Perhaps no surprise as $RYA's free cash flow margin has come out strongest from the lockdowns and disruption. Management quality matters more in times of crisis and M. O'Leary has proved his merit once again. Usefully he recently extended his likely tenure well into the 2030s. #FCF #Quality #Management #Investing https://twitter.com/i/web/status/2000945747991109766 https://twitter.com/i/web/status/2000945747991109766"
X Link 2025-12-16T15:06Z [---] followers, [--] engagements

"Nvidia $NVDA Digital Realty Trust $DLR Oracle $ORCL and Super Micro Computer $SMCI are all down 5-10% in the last five trading days. But Broadcom $AVGO takes gold with a 20% decline. Sharp"
X Link 2025-12-17T18:00Z [---] followers, [---] engagements

"Competition breeds strength. EV range anxiety is dead. I support the idea that sodium batteries drive lithium batteries cheaper and better supporting EV industry further. But need to see proof before betting on winners for now $BYD and $CATL are still the market leaders in a large and growing industry. #Energy #CleanEnergy #CleanTech #Technology #Wind #Solar #Investing #Stocks #EVs #Electrification #Battery The "Range Anxiety" era is ending: CATL just confirmed Sodium-ion batteries are hitting the mass market in [----] 500km (311 mi) range [---] Wh/kg density Works in freezing cold (-40C) Lithium"
X Link 2026-01-05T16:40Z [---] followers, [--] engagements

"@investseekers I found it fascinating that having struggled because he ignored over-valuation he's still happy to buy a few names trading on very low cash flow yields ( $ZTS $INTU) But $WKL interesting although that too completely ignores momentum. Plus is he overdoing the #GLP1 fear"
X Link 2026-01-09T07:00Z [---] followers, [----] engagements

"Vestas $VWS is a Danish leader in wind turbine manufacturing installation and servicing with over [---] GW of turbines installed across [--] countries. 4/4 #Denmark #Energy"
X Link 2026-01-19T17:19Z [---] followers, [--] engagements

"@MickOKeeffe I really do love MOL - he even makes me enjoy flying $RYA"
X Link 2026-01-21T16:40Z [---] followers, [---] engagements

"@KoyfinCharts $BMBL smaller more focused more fragile. $MTCH broader range of apps and offering much larger more profitable. Interesting moment for these apps for sure a classic lockdown bubble but as the world normalises and #AI improves complex matching they could come back"
X Link 2026-01-22T08:05Z [---] followers, [---] engagements

"Clean Tech stocks keep on fighting higher. A year ago everyone had written them off. The bubble had burst. 📉 Today they are up over 100% from their April lows. Can they keep going 📈 $PBW #CleanTech #Investing"
X Link 2026-01-22T16:53Z [---] followers, [--] engagements

"@Barchart Highlighted in this weeks Global Trends report alongside #gold record high. #Momentum #Investing https://globaltrends.bytetree.com/gold-breaks-5000/ https://globaltrends.bytetree.com/gold-breaks-5000/"
X Link 2026-01-27T10:33Z [---] followers, [---] engagements

"@StockMKTNewz Salesforce $CRM is far from dead. It has the leadership culture and market position to transition successfully to an agentic #AI business model. Now trading at cheapest levels relative to free cash flow since [----]. #CRM #Investing"
X Link 2026-01-27T11:04Z [---] followers, [---] engagements

"@KobeissiLetter SoftBank is a nice late cycle indicator. Investment process: FOMO"
X Link 2026-01-28T12:41Z [---] followers, [--] engagements

"@Kalshi Beating the S&P just got much easier for non-US investors. thanks DJT $SPY $SPX $DXY https://x.com/winderkit/status/2016478109227188627s=46 The falling dollar makes a big difference to foreign investors returns. S&P [---] in dollars (blue) vs pounds (orange). $SPY $SPX #Investing https://t.co/AUizqNkdvN https://x.com/winderkit/status/2016478109227188627s=46 The falling dollar makes a big difference to foreign investors returns. S&P [---] in dollars (blue) vs pounds (orange). $SPY $SPX #Investing https://t.co/AUizqNkdvN"
X Link 2026-01-28T12:42Z [---] followers, [--] engagements

"@DimitryNakhla Low turnover as an outcome not an aim is a key point. Obliquity. It certainly makes for a smoother ride. $USMV (low vol) vs $IWF (growth)"
X Link 2026-02-02T13:57Z [---] followers, [--] engagements

"$WKL vs $CSU ten year winner CSE WKL CSE WKL"
X Link 2026-02-02T16:29Z [---] followers, [---] engagements

"@LukeGromen @WarrenPies Central bank dual mandates could increasingly become a tug of war As growth and unemployment decouple"
X Link 2026-02-06T14:54Z [---] followers, [---] engagements

"@Loris_Dalleau More like $SLAP"
X Link 2026-02-06T14:55Z [---] followers, [---] engagements

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