@chartslion charts & infographic

charts & infographic posts on X about ai, status, market, this is the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -12%
• [--] Month [-----] -64%
• [--] Months [------] +13%
• [--] Year [------] +846%

Mentions: [--] #

• [--] Week [--] +33%
• [--] Month [--] -52%
• [--] Months [---] +570%
• [--] Year [---] +1,130%

Followers: [---] #

• [--] Week [---] -1.40%
• [--] Month [---] -1.40%
• [--] Months [---] +27%
• [--] Year [---] +200%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 48% finance 44% technology brands 11% countries 6% fashion brands 5% cryptocurrencies 4% currencies 3% luxury brands 2% celebrities 1% automotive brands 1%

Social topic influence ai 16%, status 11%, market 8%, this is 8%, the most 7%, in the 7%, stocks 7%, $vitl 7%, strong 6%, fintech 5%

Top accounts mentioned or mentioned by @compoundinglab @mvcinvesting @grok @thetechinvest @number1invest @elonmusk @fiscalai @nanalyzetweets @virtualbacon @number1invest_

Top assets mentioned Vital Farms, Inc. (VITL) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Hims & Hers Health, Inc. (HIMS) Evotec SE (EVO) ODDITY Tech Ltd (ODD) Alibaba Group (BABA) Lululemon Athletica Inc (LULU) Deckers Outdoor, Corp. (DECK) Nu Holdings Ltd. (NU) NuCypher (NU) Tyler Technologies, Inc. (TYL) Minted (MTD) Masco, Corp. (MAS) Atmos Energy Corporation (ATO) Omada Health, Inc (OMDA)

Top Social Posts

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

"Priced for disaster but performing like Big Tech. 📉vs📈 Evolution AB is trading at 10x P/E. Compare that to: S&P [---] Average: 28x Tech Peers: 30x Youre getting superior margins at half the market multiple. The aggressive buyback is the ultimate catalyst for valuation re-rating"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

"Is $PGY the most misunderstood pivot in Fintech 💸 The market still prices Pagaya like a [----] SPAC "burner." The [----] Reality: A GAAP-profitable cash machine. From a $(401M) loss in FY24 to $81M Net Income in FY25. 🚀 The profitability inflection is here. 🧵👇 #Pagaya #Fintech #AI #ValueInvesting #StockMarket"
X Link 2026-02-09T15:26Z [---] followers, [---] engagements

"$TYL: The Silent Software Powering Government Cash Flows. 🏛💸 Everyone is chasing AI hype. Meanwhile Tyler Technologies is quietly monopolizing the boring stuff: Courts Taxes and Public Safety. AI forensic audit flags a massive divergence: 🔴 The Hype: "Explosive" (Score 13.5). 🟢 The Reality: Its not an AI rocket. Its a Cloud Compounder. The "Hidden" Bull Case: [--] Margin Miracle: Cloud transitions usually kill margins. Tylers expanded (11.6% ➡ 16.4%). [--] Cash Velocity: DSO dropped [---] ➡ [---] days. Cities are paying faster. [--] The Moat: 96% of new contracts are SaaS. This is a "Digital Toll"
X Link 2025-12-22T01:41Z [---] followers, [---] engagements

"Great analysis by @CompoundingLab on $MTD. AI ran their recent filings through my Inflection Hunter framework. The verdict 🚀 Early Inflection. The data shows a clear "U-Shaped" operational recovery has begun driven by a critical pivot in the China market. The setup: Volume is accelerating (+8%) but new tariffs are temporarily squeezing margins. It's a battle between top-line momentum and cost headwinds. Here is the one-page visual breakdown of the turnaround. 👇🧵 $MTD is what everyone wants to own: Elite ROIC Durable margins Strong compounding The problem Youre paying for perfection. Would"
X Link 2025-12-24T02:09Z [---] followers, [--] engagements

"🚨 Meituan The Fundamental Breakdown From "Efficiency Machine" to "Scorched Earth" defense. 📉 Q2 '24: +25% Margins (Profitable) Q3 '25: -20% Margins (Cash Burn) The 31% drop isn't a discountit's a warning. "Growth" bought with subsidies is a trap. 🚫 🚨 24Q2 +25% 25Q3 -20% 31%🚫 #Meituan #HKStocks #ChinaTech #Investing #3690HK # # http://3690.HK http://3690.HK http://3690.HK http://3690.HK http://3690.HK http://3690.HK"
X Link 2025-12-30T13:03Z [---] followers, [---] engagements

"Nice piece of work @CompoundingLab This time round AI differs🔀 Is Masco $MAS a value trap 🚩 The "7 quarters of margin expansion" narrative just broke. Q3 [----] data reveals the "Good Business Bad Investment" reality: 📉 Volume: -12% (Decorative Segment) 🔻 Margins: [----] bps reversal ⚠ Narrative: Shifted from "Transformation" to "Tariff Mitigation" The efficiency cycle is exhausted. Don't get caught in the "adjusted" earnings gap. #Masco #StockMarket #Investing #ValueTrap #Earnings #MAS The home upgrade trade Wall Street underestimates: $MAS 🔥 Everyday Products Wall Street Results Most"
X Link 2026-01-01T14:00Z [---] followers, [---] engagements

"✅Nice one page financial snapshot by @CompoundingLab 🔥 Atmos Energy $ATO Inflection Analysis This is not a turnaround. This is a premium utility compounding exactly as designed. Atmos is a regulated gas utility converting safety and modernization CapEx into predictable EPS growth with minimal regulatory lag and the market already knows it. 📈 Inflection status: CONFIRMED POSITIVE Execution phase not discovery. Atomic evidence: FY25 EPS $7.40 +8.3% YoY Operating income +13% YoY Pipeline & storage income +19% YoY $323M regulatory outcomes implemented $249M pending 86% of $2.6B CapEx recovered"
X Link 2026-01-24T11:57Z [---] followers, [---] engagements

"🔥Great idea from @mvcinvesting 🩺 Omada Health $OMDA Inflection Analysis This is a misunderstood post-IPO growth asset trading as if the inflection doesnt exist. Omada is scaling virtual cardiometabolic care and repositioning itself as a GLP-1 companion not a casualty. 📈 Inflection status: CONFIRMED POSITIVE Revenue margins and losses are all moving the right way. Atomic evidence: Q325 revenue $68.0M +49% YoY Gross margin 66.3% +350 bps YoY Net loss narrowed to $(3.2M) from $(9.2M) Members 831k +53% YoY GLP-1 enhanced track delivers 28% better weight loss ⚠ Bottleneck: Customer"
X Link 2026-01-24T14:39Z [---] followers, [---] engagements

"The iShares Hang Seng TECH ETF signals a critical breakdown having lost the vital 200-day EMA support ($11.67) for the third timeeffectively a "three strikes" bearish confirmation. Trading decisively below this long-term trend setter and trapped within a descending channel momentum is firmly negative. With the 20/50 EMAs now acting as overhead resistance the inability to reclaim $11.67 implies the major trend has reversed risking a continued slide toward the channel floor near $10.00-$10.50. http://3067.HK http://3067.HK http://3067.HK http://3067.HK"
X Link 2026-02-08T08:16Z [---] followers, [--] engagements

"This is a financial fortress. 🛡 💰 Gross Margins: 80% (Software-like economics) 📈 EBIT Margin: 27-30% 💸 ROIC: 35-50% (Elite capital efficiency) 💵 Dividend: Paying NOK 4.50-6.00/share consistently. Zero interest-bearing debt. Cash rich"
X Link 2026-02-08T13:28Z [---] followers, [--] engagements

"The growth engine is revving up: ROBOTICS. 🤖 Robots have ZERO tactile feedback (surgeons can't "feel" the pulse). Intuitive Surgical's da Vinci [--] needs a digital eye. Medistim's MiraQ is that eye. Jan [----] Clearance is the spark that lights the fuse"
X Link 2026-02-08T13:28Z [---] followers, [--] engagements

"The $HIMS compounding saga has been a rollercoaster. 🎢 From announcing $49/mo GLP-1 pills to withdrawing them following FDA restrictionsall in one week. This infographic breaks down the intense Bull vs. Bear debate now defining the stock. 🐂 Bulls (Score 3.83/5): Focus on strong core telehealth growth a quick pivot to protect injectable revenue and undervaluation. 🐻 Bears (Score 4.17/5): Highlight existential regulatory threats to the compounding model and potential brand damage. The debate is polarized. Which side are you on ahead of Feb [--] earnings 👇 #HimsHers #Stocks #Investing #GLP1"
X Link 2026-02-08T23:14Z [---] followers, [---] engagements

"Evolution isn't a casinoits the B2B infrastructure behind them. 🏗 They own 45% of the global market share providing the "picks and shovels" to operators like Flutter. Evolution takes a 10-15% commission on GGR. Zero marginal cost for the 1000th player. They win regardless of the hand dealt"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

"Transitioning from hyper-growth to a "Cash Cow" Aristocrat. 🐄💰 The [----] reality: EUR 2.07B Total Revenue 66.1% EBITDA Margin (Elite software-level) EUR [----] EPS The Capital Allocation Flywheel is active with a 500m Buyback Program plus consistent dividends. 📈 https://twitter.com/i/web/status/2020856647250547196 https://twitter.com/i/web/status/2020856647250547196"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

"Not a Lender. Not a SaaS. Pagaya is the Infrastructure. 🏗 They are the "Capital Bridge" between: 🔹 Originators (SoFi U.S. Bank Ally) 🔹 Institutional Capital (Blue Owl Castlelake) They route risk; they dont hold the bag. This capital-light model scales without linear cost increases. 📈 https://twitter.com/i/web/status/2020882119053246641 https://twitter.com/i/web/status/2020882119053246641"
X Link 2026-02-09T15:26Z [---] followers, [--] engagements

"Operating leverage has finally arrived. 🛡 FY25 Key Metrics: ✅ GAAP Net Income: $81M ✅ Adjusted EBITDA: $371M (30.6% Margin) ✅ Network Volume: $10.5B (+26% Growth) Revenue is scaling while the cost base stabilizes. This is the definition of "Burner to Earner.""
X Link 2026-02-09T15:26Z [---] followers, [--] engagements

"ABS dependency is a thing of the past. ⚓ Pagaya has locked in structural de-risking: $7.6B in ABS issuance (leading the market). High-duration forward-flow agreements. Partnerships with Blue Owl & Castlelake ensure funding even in volatile markets. Liquidity is a feature not a bug. https://twitter.com/i/web/status/2020882125030113520 https://twitter.com/i/web/status/2020882125030113520"
X Link 2026-02-09T15:26Z [---] followers, [--] engagements

"Why isn't AI just a commodity 🤖 In a world of Claude and GPT-4 Pagayas moat isn't just the "math"it's the Network Effect. Data from 30+ lenders. 150+ institutional investors. Billions in proprietary credit data points. The more lenders join the better the underwriting. The more investors join the lower the cost of capital"
X Link 2026-02-09T15:27Z [---] followers, [--] engagements

"Transparency Matters: The Governance Caveat. ⚠ The thesis isn't without risk: Residual first-loss exposure in the Opportunity Fund. Complexity in "governance opacity" still scares off conservative institutions. While impairments normalized in [----] credit deterioration remains the "Elephant in the room." https://twitter.com/i/web/status/2020882130935669047 https://twitter.com/i/web/status/2020882130935669047"
X Link 2026-02-09T15:27Z [---] followers, [--] engagements

"The growth engine is still in its early innings. 🏎💨 FY26 Guidance: Network Volume: $11.25B - $13.0B GAAP Net Income: $100M - $150M Total Revenue: Up to $1.575B Pagaya is capturing market share from legacy banks seeking capital adequacy relief"
X Link 2026-02-09T15:27Z [---] followers, [--] engagements

"@number1invest_ @grok gather recent arguments from X postings (not from analysts) rank the top [--] obvious buy in the market right now"
X Link 2026-02-13T14:08Z [---] followers, [--] engagements

"Why is this a "Hidden Monopoly" 🏰 Installed Base: 2800+ systems worldwide. Razor/Blade Model: 69% of revenue is recurring (Smartcards & Probes). Stickiness: Once a surgeon uses data they don't go back to guessing. They own 37% of the global market. The other 63% is mostly greenfield (no competition)"
X Link 2026-02-08T13:28Z [---] followers, [--] engagements

"⚖ Priced for Failure Performing for Profit. "But what about Gavreto safety risks" Look at the math. Gavreto only contributes $10.2M to revenue. Meanwhile the Commercial Floor ($232M Sales + $154M Cash) buffers the downside. Even if the risk manifests the floor holds. 🛡 https://twitter.com/i/web/status/2020545217120919828 https://twitter.com/i/web/status/2020545217120919828"
X Link 2026-02-08T17:08Z [---] followers, [--] engagements

"🎯 The Verdict: HIGH CONVICTION BUY. $RIGL is a rare arbitrage: ✅ Priced as a "Burner" - Acting as a "Earner" ✅ Fully Funded Pipeline (No Dilution) ✅ Asymmetric Upside on R289 Accumulate before the H2 [----] catalysts wake the market up. 🐂 End of Thread. Disclaimer: Not financial advice. DYODD. Retweet the first post if you like profitable biotech ♻ #StockMarket #Investing #MicroCap #Undervalued https://twitter.com/i/web/status/2020545220719579570 https://twitter.com/i/web/status/2020545220719579570"
X Link 2026-02-08T17:08Z [---] followers, [--] engagements

"The Live Casino Monopoly at a 50% Discount 🎰💎 Market sentiment is in the "Fear" zone but the business reality is a "Hidden Gem." Evolution AB ($EVO) is trading near 52-week lows at an implied 10x P/E despite maintaining elite 66% profitability. The "Opportunity Gap" is wide. 🧵👇 #EvolutionAB #ValueInvesting #Stocks #Gaming #FinTwit"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

"The Final Checklist for Evolution AB ($EVO): ✅ Monopolistic Margins (66%) ✅ Distressed Valuation (10x P/E) ✅ Clear Catalysts (Brazil Galaxy Gaming) ✅ Massive Shareholder Returns Status: SWAN Stock (Sleep Well At Night). 🛌🚀 End of Thread. Disclaimer: Not financial advice. DYOR. Re-tweet if you love a good mispriced monopoly ♻ #Investing #StockMarket #PassiveIncome #DividendGrowth"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

"🏥 Oscar Health $OSCR Inflection Analysis This is a completed operating turnaround trading like a policy casualty. Oscar has reached scale profitability as a tech-native ACA insurer but the stock is being dominated by fear around the [----] subsidy cliff rather than fundamentals. 📈 Inflection status: CONFIRMED POSITIVE STABILIZING Annual momentum remains intact despite near-term policy noise. Atomic evidence: FY25 revenue $11.47B +28% YoY First full year of net income + adj. EBITDA profitability (2024) SG&A ratio improved 520bps via fixed-cost leverage Operating cash flow $1.02B achieved in"
X Link 2026-02-10T12:53Z [---] followers, [---] engagements

"$PLTR is the battleground of [----]. ⚔ Q4 Revenue +70% & massive US Gov growth vs. Michael Burrys 10k-word bear thesis predicting a 66% drop. This infographic breaks down the data driving the volatility: 🐂 Bulls (Score 4.17): Execution AI Dominance & Airbus/DISA wins. 🐻 Bears (Score 3.83): Valuation concerns & Insider selling. Are you buying the dip or fearing the drop 👇 #Palantir #AI #Stocks #Earnings #Burry #Investing #PLTR https://twitter.com/i/web/status/2022285483397562572 https://twitter.com/i/web/status/2022285483397562572"
X Link 2026-02-13T12:23Z [---] followers, [--] engagements

"Is Rigel Pharmaceuticals $RIGL the most mispriced asset in biotech 🧬 The market treats it like a clinical-stage cash burner. The Reality It's a profitable cash machine. 💸 $232M Net Product Sales $77M Positive Cash Flow (2025) $154.6M Cash on Hand The "Asymmetry of Profitable Optionality." A deep dive 🧵👇 #Biotech #ValueInvesting #Stocks #CashFlow https://twitter.com/i/web/status/2020545202352800246 https://twitter.com/i/web/status/2020545202352800246"
X Link 2026-02-08T17:08Z [---] followers, [--] engagements

"The Arbitrage: Pagaya is priced for failure but delivering profit. 🎯 📊 Valuation Check: Upstart $UPST: 5-6x EV/Sales Pagaya $PGY: 2.5x EV/Sales Trading at 18x EV/FCF for a company with 20-30% volume CAGR. Verdict: Asymmetric Upside. 🚀 End of Thread. Disclaimer: Not financial advice. DYOR. Re-tweet if youre watching the AI Credit revolution ♻ #PGY #FintechNews #Investing #GrowthStocks #AIInfrastructure https://twitter.com/i/web/status/2020882136895742184 https://twitter.com/i/web/status/2020882136895742184"
X Link 2026-02-09T15:27Z [---] followers, [---] engagements

"AppLovin $APP delivered 66% growth & 84% margins yet the stock dipped. 📉 Is the market mispricing this cash machine This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears intensifying competition & sentiment. Fundamentals vs. Fear. Who wins 👇 #AppLovin #APP #AdTech #Stocks #Earnings #AI #Investing https://twitter.com/i/web/status/2023313966580293916 https://twitter.com/i/web/status/2023313966580293916"
X Link 2026-02-16T08:30Z [---] followers, [---] engagements

"🤯 FROM SCI-FI TO DRIVEWAY: The 44-Year Prophecy 🚗⚡ In [----] K.I.T.T. was pure Hollywood magic. Elon Musk was just [--] years old. Today that "impossible" tech is standard reality. The blueprint was there all along: 🔴 Red Scanner ➡ Tesla Vision/Cameras 🗣 Witty AI ➡ Voice Command & Grok 💨 Turbo Boost ➡ Plaid Mode (0-60 in 2s) 🕹 Auto Cruise ➡ FSD (Full Self-Driving) Wrist Comms ➡ App/Smartwatch Control Fiction writes the future. The dream just took [--] years to charge up. 🔋 #Tesla #AI #KnightRider #EV #FutureTech #Innovation #TSLA @elonmusk Its pretty wild how K.I.T.T. is basically a Tesla."
X Link 2026-02-17T03:28Z [---] followers, [--] engagements

"$NFLX is down 18% YTD. Is this a buy-the-dip moment or a falling knife 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft [----] guidance. Are you adding shares or staying away 👇 #Netflix #NFLX #Streaming #Stocks #Investing #WBD #Earnings https://twitter.com/i/web/status/2023636406955053272 https://twitter.com/i/web/status/2023636406955053272"
X Link 2026-02-17T05:51Z [---] followers, [--] engagements

"Is the Seatrium turnaround real The data confirms a successful "Kitchen Sink" reset.The transition from S$2B losses to margin acceleration is now structural: ✅ Net Current Assets: Restored to S$533M ✅ Gross Profit: Tripled YoY to S$395M (1H25) ✅ Margin Trajectory: 3.7% 7.4% (1H25) The cleanup is done. Now comes the execution phase. #Seatrium #S51SI #SGX #OffshoreMarine #Turnaround #Investing https://twitter.com/i/web/status/2006957221088026631 http://S51.SI https://twitter.com/i/web/status/2006957221088026631 http://S51.SI"
X Link 2026-01-02T05:14Z [---] followers, [--] engagements

"@mvcinvesting $NXT Nextracker provides solar tracker software solutions market share of roughly 23% in 2023"
X Link 2024-12-23T09:17Z [---] followers, [---] engagements

"Inc. $JD / Daily Chart Update Current price: $123.30 Key support level: $123 A well-defined right-angle triangle has formed on the daily chart with base support near the $123 level. My Take: There's a 60% probability of a breakdown targeting the $110 area and a 40% chance of a rebound or reversal from current levels. http://9618.HK http://JD.com https://twitter.com/i/web/status/1944553748304691262 http://9618.HK http://JD.com http://9618.HK http://JD.com https://twitter.com/i/web/status/1944553748304691262 http://9618.HK http://JD.com"
X Link 2025-07-14T00:25Z [---] followers, [---] engagements

"$TCOM $ABNB $BKNG The Q3 [----] Travel Tech Showdown is here. 🌍✈ We analyzed Tripcom Airbnb and Booking Holdings. From AI integration to burn rates the landscape is shifting. Who is executing best in the new era of travel A thread on the Red Flags & Green Flags. 🧵👇"
X Link 2025-11-22T06:07Z [---] followers, [---] engagements

"2/ Airbnb: Profit Powerhouse Slow Pivot 🏠 🟢 Financial fortress: Record $2B Adjusted EBITDA with a massive 50% margin. 🔴 The Red Flag: "Glacial" diversification. New verticals like Services & Experiences are still 3-5 years away from being material"
X Link 2025-11-22T06:07Z [---] followers, [--] engagements

"3/ Booking Holdings: Firing on All Cylinders 🏎 🟢 Beating targets across the board. Full-year margin expansion forecast raised to 180bps. 🟢 US Acceleration: "Meaningful" growth in the US outpacing the industry. ⚠ Risk: Hints of consumer caution on spend"
X Link 2025-11-22T06:07Z [---] followers, [--] engagements

"6/ The Loyalty Moat 🏰 Booking's "Genius" program now drives a mid-50% range of all room nights. It's a retention machine. Contrast with Airbnb: "We're the largest travel brand. that doesn't have a loyalty program." Brian Chesky"
X Link 2025-11-22T06:07Z [---] followers, [--] engagements

"7/ The Q3 Verdict: Booking Holdings takes the crown. 🏆 Why [--]. Broad-based financial acceleration. [--]. Pragmatic AI strategy (Speed Ideology). [--]. A quantifiable moat (Genius). In Q3 [----] execution was the differentiator"
X Link 2025-11-22T06:07Z [---] followers, [--] engagements

"3Q25 SG Bank scorecard is in. 🏆 Profitability: DBS (17.1% ROE) 🚀 Growth: OCBC (+34% Fee Income) 🛡 Defense: UOB (Fortifying Reserves) Clear divergence in strategies this quarter. Who is your pick 👇 $DBS $OCBC $UOB"
X Link 2025-11-23T06:56Z [---] followers, [--] engagements

"#BeautyTech #GrowthStock 1/11 ODDITY Tech $ODD Q3 2025: A Platform Built for a New Era of Growth. 🚀 They just delivered record performance beating guidance on all metrics and raising their full-year outlook. Revenue +24% YoY with strong profitability. Let's dive in. 👇"
X Link 2025-11-23T13:28Z [---] followers, [---] engagements

"4/11 Guidance vs. Reality: They didn't just meet expectations; they crushed them across the board. Revenue came in at $148M (vs $146M high-end guide). EPS hit $0.40 (vs $0.36 high-end guide). Under-promise over-deliver. ✅"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"5/11 Cash is King. 👑 $ODD sits on a "Fortress Balance Sheet" with $793M in cash/investments and ZERO outstanding debt. They have the firepower to fuel their vision without needing external funding"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"6/11 The Roadmap: [--] Strategic Pillars for Future Growth. [--] METHODIQ (Medical-grade) [--] Core Brands (Online growth) [--] ODDITY LABS (Molecule discovery) [--] Brand [--] (New category) The engine is just getting started. ⚙"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"7/11 Growth Drivers Today: 🔹 METHODIQ: Soft launched Q3 '25 formal launch Nov '25. Entering the massive medical-grade market. 🔹 Core: IL MAKIAGE & SpoiledChild sustaining double-digit online growth"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"8/11 Building the "Unfair Advantage" for Tomorrow: 🧪 ODDITY LABS: AI-based molecule discovery to create proprietary high-performance products. ✨ Brand 4: Development is underway for a planned [----] launch"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"9/11 Raising the Bar (Again) 📈 Full Year [----] Outlook INCREASED: Revenue: $806M - $809M Adj. EBITDA: $161M - $163M Adj. EPS: $2.10 - $2.12 Momentum is accelerating into year-end"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"11/11 Summary: ✅ Consistent Execution & Over-Delivery. ✅ Multi-Brand Engine expanding into medical-grade. ✅ Fully Funded Balance Sheet ($793M Cash). A platform built for sustained profitable growth. Idea originally came from this youtube video: https://www.youtube.com/watchv=rP3XOQGc-Fk https://www.youtube.com/watchv=rP3XOQGc-Fk"
X Link 2025-11-23T13:28Z [---] followers, [--] engagements

"7/10: The CEO transition is the final piece of the puzzle. The "Architect" (Eilam) built the cloud/Al platform. Now the "Sales General" General' (Russell from SAP) arrives to sell it. The signal is clear: the product is ready. Time for mass distribution. $NICE #Leadership"
X Link 2025-11-25T06:53Z [---] followers, [---] engagements

"8/10: The "Israel Discount" is real shaving an est. 3-4 turns off $NICE's P/E multiple. But this is a sentiment* risk not an operational one. 85%+ of revenue is global and its cloud is on AWS/Azure. An arbitrage opportunity for those who see past headlines"
X Link 2025-11-25T06:53Z [---] followers, [---] engagements

"9/10: The valuation is dislocated from reality. $NICE trades at 12x fwd P/E while less profitable slower-growing peers like $FIVN & $VRNT trade in the high teens. You're buying a category leader at a value multiple. The arbitrage is clear. #Valuation"
X Link 2025-11-25T06:53Z [---] followers, [---] engagements

"1/8 💎 The Gilded Hedge: Chow Tai Fook renaissance meets a massive conglomerate discount. 👉 Rating: HIGH CONVICTION BUY 👉 Target: HK$18.10 (+18.7% Upside) Why the market is wrong about this retail giant. A thread 🧵👇 #HKStocks #Luxury http://1929.HK http://1929.HK"
X Link 2025-11-26T13:17Z [---] followers, [--] engagements

"1/7 THE THESIS Stop watching gold prices. The real trade in China Luxury is a boring tax rule change. 🧵 Nov [--] [----] VAT Reform creates a "Gilded Bifurcation." 📉 Short Commodity Beta 📈 Long Luxury Alpha Why the tax man picks the winner 👇"
X Link 2025-11-27T09:26Z [---] followers, [--] engagements

"2/7 THE RANKING📊 A structural decoupling is underway. 🥇 Buy: Laopu Gold The Herms of Gold 🥈 Spec Buy: Zhou Liu Fu Leverage Play 🥉 Avoid: Chow Tai Fook Yield Trap http://1929.HK http://6168.HK http://6181.HK http://1929.HK http://6168.HK http://6181.HK"
X Link 2025-11-27T09:26Z [---] followers, [--] engagements

"4/7 THE WINNER🏆 Laopu Gold H1 Rev +251%. Interim Div RMB [----] signals huge cash confidence. Catalyst: Stock Connect inflows (Nov '25). They sell art not weight. The VAT hike is a rounding error for them. http://6181.HK http://6181.HK"
X Link 2025-11-27T09:26Z [---] followers, [--] engagements

"5/7 THE LOSER👎 Chow Tai Fook Mainland SSSG -19.4% despite record gold. Payout ratio 88% = Dividend Risk. High yield is a trap if earnings contract from the new VAT squeeze. Scale is now a liability. http://1929.HK http://1929.HK"
X Link 2025-11-27T09:26Z [---] followers, [--] engagements

"Pick your fighter. 👇 📦 $BABA Cloud/Platform moat 🚚 $JD Logistics network 💸 $PDD C2M/Value growth 🛵 $MPNGY Daily services Great breakdown of the ecosystems driving Chinas growth. 📉 #Investing #Markets #China http://3690.HK http://3690.HK"
X Link 2025-11-28T00:29Z [---] followers, [---] engagements

"1/11 Is Clearwater Analytics $CWAN the most overlooked fintech compounder 🚀 Recent M&A shifts it from niche insurance accounting to a full front-to-back OS for the buy-side. Our work suggests meaningful upside and a $30 PT. Dive into the deck 🧵👇"
X Link 2025-11-28T07:45Z [---] followers, [---] engagements

"9/ No thesis is risk-free. ⚠ [--]. Rates: "Higher for longer" hurts UK/Aus property valuations. [--]. Tin Prices: Volatility impacts MSC earnings. [--]. Value Trap: If capital isn't recycled efficiently. Mitigants: Hedging low production costs and ACTIVE divestments"
X Link 2025-12-02T04:05Z [---] followers, [--] engagements

"10/ The Verdict: BUY💰 You get a global PE fund (SRE) at a discount plus a top-tier miner and a prime land bank effectively for free. 12M Target: $2.45 36M Target: $3.10 Catalyst watch: Feb '26 Full Year Results. Look for that special div. 👀💸 cr: Deep research by Gemini"
X Link 2025-12-02T04:05Z [---] followers, [--] engagements

"📈 (Yadea) VS (Aima)⚔ https://www.youtube.com/watchv=vlPh9XreKa8 https://www.youtube.com/watchv=vlPh9XreKa8"
X Link 2025-12-04T17:50Z [---] followers, [--] engagements

"Vital Farms $VITL is absolutely parabolic. 🥚🚀 The 5-year snapshot: 💥 Revenue: Nearly TRIPLED ($260M ➡ $712M TTM) 💥 Margins: Expanded to 38.2% 💥 Profit: Record TTM Net Income ($60.5M) 💥 Debt: NONE. Next stop: $1 Billion Revenue Target by [----]. Look at this chart 👇 #Stocks #VITL #Earnings #Growth https://twitter.com/i/web/status/2001293801122603267 https://twitter.com/i/web/status/2001293801122603267"
X Link 2025-12-17T14:09Z [---] followers, [--] engagements

"Initiating coverage on Vital Farms $VITL with a BUY rating and a $55 target price (+59% upside). 🥚🚀 The market is mispricing VITL as a commodity egg producer. Its not. It is a high-growth CPG brand with a massive ethical moat. Here is the breakdown of the thesis. 🧵👇"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

""But what about inflation" 📉 Here is the proof of concept: In Q3 [----] VITL grew volume +19% while raising prices. While Big Food peers see volume declines Vital Farms is gaining households. Consumers aren't trading down; they are prioritizing ethics and quality"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"The Financial Profile: Compounding. 📈 We see a clear line to $2B revenue by [----] with 15-17% EBITDA margins. Ignore the recent ERP noisethats a temporary logistics hiccup. The long-term demand curve is up and to the right"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"Valuation Reality Check. 💰 Stop comparing $VITL to commodity players like Cal-Maine $CALM at 3x EBITDA. Compare it to high-growth lifestyle brands like BellRing $BRBR. We apply a 18-20x multiple on FY26 EBITDA to arrive at $55. Quality demands a premium"
X Link 2025-12-17T15:10Z [---] followers, [---] engagements

"Pandora $PNDORA is the wildest chart in luxury retail right now. 💎🤯 The stock is trading like it's dying (-50%) but the financials look like a tech monopoly. The "Disaster":📉 Stock Price: [---] DKK (Halved) 📉 P/E Ratio: 10x (Dirt cheap) The Reality:📈 Revenue: DKK 32.7B (Record High) 📈 Gross Margins: 80% (Elite) 📈 Organic Growth: +7-8% The market sees "high silver prices." The data shows a brand with immense pricing power. Opportunity or Trap 👇 #Stocks #Investing #Pandora #ValueInvesting $PNDORA - DCF valuation model My valuation suggests that Pandora is trading at 38% discount to fair"
X Link 2025-12-18T11:59Z [---] followers, [---] engagements

"The "Hidden Gem" Angle (Thread Starter) Post Text:Is this the most overlooked money-printer in the S&P [---] 🏭💸 Everyone is chasing tech but look at the engine under the hood of Dover Corp $DOV: Net Margins: 10% ➝ 34% (5-Year Explosion) Debt: CRASHED from 91% to 36% Valuation: Trading 39% BELOW its 10-yr average This isn't just a Dividend King. It's a profitability monster disguised as a boring industrial. See the 5-year financial snapshot below 👇 #DividendInvesting #ValueInvesting #StockMarket $DOV Revenue Engines at a Glance https://t.co/8hEjZDgvb7 $DOV Revenue Engines at a Glance"
X Link 2025-12-19T08:34Z [---] followers, [---] engagements

"⚠ Contrarian Alert: Malaysia Smelting Corp $MSC The market sees a company burning cash and running duplicate plants. I see a "Structural Efficiency Arbitrage" about to payout. Here is why running two smelters is masking the real value. 🧵👇 (Disclaimer: AI-assisted analysis based on 2023-Q3 [----] financial reports. Not financial advice.) #ValueInvesting #Commodities #BursaMalaysia #Tin https://twitter.com/i/web/status/2002245014840332554 https://twitter.com/i/web/status/2002245014840332554"
X Link 2025-12-20T05:09Z [---] followers, [--] engagements

"AI just ran a forensic audit on Astera Labs $ALAB looking for the "Bear Case." 🐻 ✦ expected to find an inventory glut and crashing margins. Instead ✦ found the most efficient growth engine in the semiconductor sector. Here is the 1-minute breakdown of why the Bear Case is dead. 🧵👇 https://twitter.com/i/web/status/2002608783466639681 https://twitter.com/i/web/status/2002608783466639681"
X Link 2025-12-21T05:15Z [---] followers, [--] engagements

"A massive pivot in the Single-Family Rental sector. 🏠🔄 Invitation Homes ($INVH) has executed a high-velocity transition from a debt-heavy asset owner into a scalable asset-light service platform. Our 2021-2025 inflection analysis tracks the critical milestones: 🔹 Structural debt fix (LIBOR to SOFR) 🔹 Explosive management fee growth (+378% in '24) 🔹 Clearing regulatory overhangs 🔹 Shifting to capital return (share buybacks) A textbook mid-cycle compounder pivot. See the timeline below. 👇 #REITs #SFR #RealEstateInvesting #INVH #FinancialAnalysis #InflectionPoint #Stocks"
X Link 2025-12-28T13:07Z [---] followers, [--] engagements

"🎲 : The Great Gamble Why is the stock down 16% It's not failureit's a high-stakes pivot. 🔄 Core Retail: Record 5.9% margins (The Cash Engine 🐮) The Bet: Burning cash to attack the Food Delivery market 🍔 Investors see "losses" but the data shows profits funding a new war. 🎲 🔄 5.9% 🐮 🍔 $JD #ChinaTech #Investing #9618HK #Ecommerce # # http://9618.HK http://JD.com http://9618.HK http://JD.com"
X Link 2025-12-30T14:21Z [---] followers, [--] engagements

"🚨 The [----] "Red List": Where Wall Street Money Evaporated. [----] wasn't just a correction; it was a valuation reset. The S&P [---] winners kept winning but the losers were decimated. 📉 The Crash Leaders: $TTD -67.7% $FISV -67.3% $ARE -49.8% $DECK -49.0% ⚠ Key Takeaways: [--] "Safe Havens" Failed: Staples like $CLX & $CAG dropped 37%. Defensive stocks offered zero defense. [--] The Fintech Winter: $PYPL & $FISV got crushed as payments structurally shifted. [--] GARP Died: Multiples on $LULU $CMG & $NOW compressed violently. Full breakdown below. 👇 Here are the official worst performing S&P [---] stocks"
X Link 2026-01-02T06:33Z [---] followers, [---] engagements

"🎰 Evolution AB / $EVVTY Inflection Analysis This stock looks cheap but its cheap for a reason. After years of dominance the business has entered a negative inflection phase driven by self-inflicted issues rather than demand collapse. 📉 Inflection Status: NEGATIVE Revenue margins and cash flow are all deteriorating. What changed Net revenue -2.4% YoY (Q3 2025) vs +15% a year ago EBITDA margin 70% 66% over [--] months Asia growth stalled due to video stream hijacking / cyber attacks Europe hit by Pillar II 15% tax + proactive compliance ring-fencing Georgian"
X Link 2026-01-10T01:53Z [---] followers, [---] engagements

"Clean and informative one-pager. Nicely done 👏 📺 Fox Corporation $FOX $FOXA Inflection Analysis This is not a dying cable story. Fox is quietly executing a rare combo: ad-cycle dominance + disciplined capital returns. The market worries about cord-cutting. Fox is monetizing attention instead. 📈 Inflection status: CONFIRMED POSITIVE Growth margins and cash flow are all inflecting higher driven by sports politics and digital scale. Atomic evidence: TV ad revenue +77% YoY (Q325 Super Bowl + election cycle) Tubi view time +40% FY2024 now 2% of total US TV share Distribution revenue +3% despite"
X Link 2026-01-11T14:02Z [---] followers, [---] engagements

"🧬 Hims & Hers Health $HIMS Inflection Analysis HIMS has already crossed the hardest line: profitability. But the next phase depends on how well it replaces GLP-1 tailwinds. After years as a growth-first DTC telehealth platform HIMS delivered its first full year of net income in FY2024 confirming a real business inflection. 📈 Inflection status: CONFIRMED POSITIVE (stabilizing) Revenue margins and cash flow have all turned sustainable. Atomic evidence: FY2024 net income $126M vs -$23.5M in FY2023 Q325 revenue $589M +50% YoY Monthly revenue per subscriber $80 vs $55 last year Subscribers 2.47M"
X Link 2026-01-12T14:48Z [---] followers, [---] engagements

"$DXCM DexCom bullish Inverted Head and Shoulders reversal🧐"
X Link 2026-01-13T07:07Z [---] followers, [--] engagements

"@fiscal_ai @grok out of the list which are traditional SaaS and which has transformed into AI SaaS any other Ai AI SaaS listed companies you can provide how is their 1-Year share price performance"
X Link 2026-01-16T02:40Z [---] followers, [---] engagements

"🛠 Dassault Systmes Inflection Analysis This is a quiet transition story the market is still doubting. Dassault is shifting from license-led PLM to a subscription-first 3DEXPERIENCE model. Headline growth looks soft but revenue quality and margins are improving underneath. 📊 Inflection status: STABILIZING EARLY POSITIVE Qualitative improvement ahead of reported growth. Atomic evidence: Subscription revenue +16% Q325 (vs +9% last year) Recurring revenue mix 86% (+300 bps YoY) Non-IFRS op margin 30.1% (+100 bps) Industrial Innovation +9% Q325 accelerating 3DEXPERIENCE Cloud +36% Q325 ⚠"
X Link 2026-01-21T11:53Z [---] followers, [--] engagements

"🦉 Duolingo $DUOL Inflection Analysis The stock is down hard but the business just crossed a line most investors missed. Duolingo is no longer a promise-stage EdTech. It has entered a confirmed GAAP profitability phase while still growing like a hyper-scaler. 📈 Inflection status: CONFIRMED POSITIVE Engagement profitability and cash flow are improving market pricing disagrees. Atomic evidence: Q325 revenue +41% YoY; subscriptions +46% MAUs 135M still growing 30% YoY Net income $275M in Q325 $222.7M deferred tax asset release = profit conviction Cash balance $888M no balance-sheet stress ⚠"
X Link 2026-01-28T12:12Z [---] followers, [---] engagements

"The $NOW Tug-of-War: Valuation Reset vs. The AI "Autonomous Enterprise" 🐂💥🐻 Is ServiceNow a falling knife or a generational buying opportunity The market is deeply divided. Our latest infographic maps the intense battle between bulls looking at long-term AI dominance and bears focused on near-term valuation hurdles. 🟢 The Bull Case: Moat & Momentum: 97% renewal rates and 20% YoY sub growth. AI Offensive: Partnerships with OpenAI and the $7B Armis acquisition to lead in Agentic AI. 🔴 The Bear Case: Valuation Risk: High P/E (31x) means zero room for error. Guidance Slowdown: Recent dip in"
X Link 2026-01-30T05:27Z [---] followers, [--] engagements

"@nanalyzetweets @virtualbacon [--]. multi-resist tested and broke up [--]. swing and pullback multi-test resist-turned-support [--]. and Vroom🚀🚀🚀 and not looking back for more than a year [--]. now approaching back resist-turned-support that's all in simple simple view"
X Link 2026-02-06T04:37Z [---] followers, [--] engagements

"Is $2899.HK the most undervalued compounder in Asia right now I analyzed 2000+ pages of reports (FY23FY25) to strip away the noise. The verdict: Zijin Mining has officially pivoted from "Empire Builder" to "Global Banker." 🏦 Here is the Inflection Hunter breakdown. 🧵👇 (AI-assisted analysis disclaimer: Generated by Gemini & NotebookLM) https://twitter.com/i/web/status/2002194614812618919 https://twitter.com/i/web/status/2002194614812618919"
X Link 2025-12-20T01:49Z [---] followers, [--] engagements

"Olo Inc $OLO Daily Chart at $8.62 ✅ Cup with Handle breakout on May [--] with strong volume 📈 Hit $9.78 before a healthy low-volume pullback to $8.35 neckline ✅ [--] [--] [---] EMA alignment ✅ Volume confirms breakout & consolidation My take: Unless the market tanks or $8.35 breaks on heavy volume this ones eyeing a retest of $9.78 with $11.50 in sight 🎯 #OLO #ChartSetup #BreakoutWatch #SwingTrading https://twitter.com/i/web/status/1939329591103123690 https://twitter.com/i/web/status/1939329591103123690"
X Link 2025-06-29T14:26Z [---] followers, [---] engagements

"VanEck Rare Earth and Strategic Metals ETF $REMX Daily Chart at $46.34 Strong gap-up on July [--] [----] accompanied by elevated volume Clean breakout above the $44.50 resistance level now acting as support The 20- 50- and 200-day EMAs are converging signaling a potential trend reversal My Take: Expecting a retest of the $51 level last seen in October [----] as the next logical resistance. https://twitter.com/i/web/status/1944378779096490221 https://twitter.com/i/web/status/1944378779096490221"
X Link 2025-07-13T12:50Z [---] followers, [--] engagements

"The Core Thesis: Decoupling. Most Ag stocks live and die by commodity cycles. $VITL has decoupled. Brand Power: Pricing power that defies elasticity. Resilience: Decentralized farm network. Scale: Clear path to Multi-Billions. Its a category-defining brand not a farm. 🛡"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"The "Alpha" in the thesis: HPAI (Bird Flu). 🦠 Counter-intuitively Bird Flu helps $VITL. Commodity prices spike due to shortages. The price gap to Vital Farms shrinks. Consumers trade up to try VITL. They taste the difference and don't switch back. Its a market share ratchet. 🔧 https://twitter.com/i/web/status/2001308965825921238 https://twitter.com/i/web/status/2001308965825921238"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"Verdict: BUY. The shift to ethical food is secular not cyclical. $VITL is the category captain. Risks: Execution on new facility extreme feed costs. Reward: A multi-bagger compounder in a staple category. Disclaimer below. 🚨"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"AI Disclaimer: This content was generated by an AI system acting as a financial analyst. It is for informational purposes only and does not constitute financial advice an offer to sell or a solicitation of an offer to buy any securities. All investments involve risk including the loss of principal. Please consult with a qualified financial advisor before making any investment decisions"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements

"From cash burn to a cash MACHINE. 💸 The profitability inflection on Nu Holdings $NU is absolutely stunning. FY22 Net Income: -$365M 🔴 TTM Q3 FY25: +$2.53 BILLION 🟢 How They grew revenue 8x while keeping their efficiency ratio at an incredibly low 27.7%. This is the blueprint for scaling a digital bank profitably. #Stocks #Earnings #NU #Fintech #BusinessModel https://twitter.com/i/web/status/2001425124638232621 https://twitter.com/i/web/status/2001425124638232621"
X Link 2025-12-17T22:51Z [---] followers, [--] engagements

"2/ The "Childsville" Gap. To run NVIDIA H100s you need massive cooling & power redundancy. The 10-K confirms "direct-to-chip cooling" is still a future strategy not a completed asset at Childress. Without redundancy its a shed not a Tier [--] data center. 🏗"
X Link 2025-12-18T16:29Z [---] followers, [--] engagements

"3/ The Dilution Machine. 💸 How do they pay for the new buildout By selling YOU. Past year: Sold $771M in shares. New Approval: A $1.0 BILLION "At-The-Market" (ATM) facility. They are funding growth by printing shares not generating profit"
X Link 2025-12-18T16:29Z [---] followers, [--] engagements

"👟 The [----] Global Sportswear Stock Map 🌍 The sneaker wars are shifting. Weve classified the entire landscape of listed athletic brands by market position and momentum. 👑 The Kings: Scale & Moats $NKE $ADS $LULU 🚀 The Challengers: Hyper-growth $ONON $DECK $AS 🌏 Asia Giants: Local dominance $2020.HK $2331.HK 🏬 The Retailers: The "Arms Dealers" $DKS $JD.L 🧠 Inflection Plays: 12-month turnarounds $VFC $UAA Are you betting on the old guard recovering or the new blood taking over Let us know below 👇 #Investing #Stocks #FinTwit #Sneakerhead #RetailNews #Hoka #OnRunning"
X Link 2025-12-22T00:25Z [---] followers, [---] engagements

"🔥🐎 [----] Bazi Forecast: The Year of the Fire Horse In the Year of the Bing Wu (Fire Horse) & Period [--] Fire energy dominatesigniting explosive growth in AI & Software while Wood supports Medtech. But beware: intense Fire brings volatility. 🔥🐎 2026AI 🚀 Favorable Sectors & Watchlist / : ♡ Pure AI (Fire): $NVDA $PLTR $BIDU ♡ Software (Fire): $MSFT $ADBE $TCEHY ♡ Medtech (Wood/Fire): $ISRG $GEHC (Global X China MedTech) ⚠ Risk: Cybersecurity clashes & Tech Bubbles. ⚠ : ⚠ For educational purposes only. Not financial advice. AI-assisted research; please verify all data. #Bazi #FengShui"
X Link 2026-01-06T16:32Z [---] followers, [---] engagements

"🏦 Nu Holdings $NU Inflection Analysis This is no longer a fintech story. Nu has crossed into elite global banking economics and the inflection is already confirmed. Once viewed as a high-growth LatAm disruptor Nu is now proving it can scale profitably with operating metrics that rival (and beat) top-tier global banks. 📈 Inflection status: CONFIRMED POSITIVE Revenue margins cash flow and ROE are all compounding. Atomic evidence: Revenue $4.2B (Q325) +39% YoY FXN Net income $783M +39% YoY FXN ROE hit a record 31% globally elite ARPAC $13.4 driven"
X Link 2026-01-10T14:32Z [---] followers, [--] engagements

"🛒☁ Alibaba Group $BABA / Inflection Analysis Alibaba is no longer in decline but its also not a clean recovery. Growth is coming back while cash flow is being deliberately sacrificed. This is an investment cycle vs cash-cow tension. 📊 Inflection status: STABILIZING EARLY POSITIVE (growth) / NEGATIVE (profit) Revenue momentum is improving but margins and FCF are deteriorating by design. Atomic signals: Cloud revenue re-accelerated to 34% YoY (Sep25) AI-related products delivered triple-digit growth for [--] straight quarters Customer Management Revenue +10% YoY e-commerce share stabilized Free"
X Link 2026-01-10T15:23Z [---] followers, [---] engagements

"🎁 R289: The "Free" Call Option. The market currently assigns ZERO value to the pipeline. Yet Phase 1b MDS data is flashing green: 33% Overall Transfusion Independence (TI) 40% TI at High Dose (500mg) 📈 It benchmarks against blockbusters like Reblozyl but it's ORAL. Catalyst Incoming: H2 [----]. 🗓"
X Link 2026-02-08T17:08Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing