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@david_np24766 Avatar @david_np24766 David NOIRET

David NOIRET posts on X about $msft, $meli, $amzn, $googl the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks technology brands finance cryptocurrencies travel destinations

Social topic influence $msft #352, $meli #21, $amzn #145, $googl, integration #930, $asml #163, asml #257, amzn, comeback, $amsl #1

Top assets mentioned Microsoft Corp. (MSFT) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Texas Pacific Land, Corp. (TPL) dog with apple in mouth (APPLE) SPX6900 (SPX) Nova Ltd. Ordinary Shares (NVMI) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Mindset4Money_X $AMZN could be the next google in term of potential comeback"
X Link @david_np24766 2025-10-15T04:20Z XXX followers, XXX engagements

"Cant wait to see $AMSL report They are one of the key around all this AI narrative because no high end chips could exist without their extreme ultraviolet technology. The level of bullishness of their report will be a great indicator of the market's temperature "
X Link @david_np24766 2025-10-14T19:52Z XXX followers, XXX engagements

"@StockMKTNewz That's what i call really useful integration. Bullish for $MSFT"
X Link @david_np24766 2025-10-15T05:00Z XXX followers, XXX engagements

"@Mindset4Money_X $MELI : so much reliable revenues growth (35%) with an expanding TAM on emerging regions"
X Link @david_np24766 2025-10-16T17:45Z XXX followers, 3360 engagements

"@InvestingVisual Revenues growth of $MELI is X more than $AMZN and in a emerging region. Futhermore MERCADO LIBRE has also very decent financials with an expanding TAM. AMAZON is a great company of course but remember one thing : revenues growth is the main driver for shareholders returns"
X Link @david_np24766 2025-10-17T15:03Z XXX followers, XXX engagements

"@BourbonCap So much revenues growth potential for $MELI"
X Link @david_np24766 2025-10-17T16:11Z XXX followers, XXX engagements

"TRUMP annonced that under its admistration the prices of weight-loss drugs should drop to $XXX from $1300. $NVO and $LLY and other healthcare companies related to the weight loss business are feeling some pain after the annoncement. What about the margins What about the revenues growth Does subscription based system like $HIMS should suffer less from a price contraction (they are working on a cheaper product anyway)"
X Link @david_np24766 2025-10-17T11:21Z XXX followers, XXX engagements

"$TPL is currently at a bargain at roughly 40/45 PE. When you look at the growth and the usual valuations + X debts/60% net margin and a business that doens't need R&D you get a nice entry point in a compounding machine"
X Link @david_np24766 2025-09-27T11:15Z XXX followers, XXX engagements

"@qualtrim Waymo is the safest robotaxi bet. $GOOGLE is the safest mag X bet. Two birds with one stone"
X Link @david_np24766 2025-10-15T14:25Z XXX followers, XXX engagements

"One of the things i like with the $ASML management team"
X Link @david_np24766 2025-10-15T16:01Z XXX followers, XX engagements

"@DividendDude_X Thats a game changer and ironically it is from the same company. $MSFT has so much optimisation potential from AI systems"
X Link @david_np24766 2025-10-15T04:22Z XXX followers, XX engagements

"Passive investement via ETF is a great idea in itself but has also some flaws. Some giga cap has inflated valuations just because of the system in itself. $APPLE for example is still valued as a growth company with a XX PE ratio for almost no growth in the last X years. But it is one of the behemot if thr $SPX so ETF keeps injecting money and so the valuations are still increasing. Thats one of many reasons why i prefer stock picking you can make custom-made allocations"
X Link @david_np24766 2025-10-05T07:14Z XXX followers, XXX engagements

"@Mindset4Money_X Imagine if you combine both : Sydney SWEENY making an ChatGpt promotion (make the best jean EVER with our AI device) Totaly legit bullish signal"
X Link @david_np24766 2025-10-14T04:33Z XXX followers, XX engagements

"Israeli governement approves a ceasefire with Gaza. Other than the fact it is reassuring on a human plan it is also a good news for the market particularly for Israelia companies like $NVMI for example"
X Link @david_np24766 2025-10-10T05:05Z XXX followers, XX engagements

"The demand that fuels revenue growth for $TSM $NVDA and the hyperscalers will become more and more reliable. There is room for valuations expansion"
X Link @david_np24766 2025-10-17T05:36Z XXX followers, XXX engagements

"One of the metrics i will check on $ASML report will be the number of lithography units they has sold. Revenues of courses are the main driver but they are produced by litography units sales and the maintenance contracts that comes with it"
X Link @david_np24766 2025-10-15T04:58Z XXX followers, XXX engagements

"The suggested formulas on Excel from the Copilot integration is one of those tiny details that's make me so bullish on $MSFT. They are just doing useful improvement instead of just throwing fancy words. More and more optilisations will come out of all this CAPEX "
X Link @david_np24766 2025-10-15T05:02Z XXX followers, XX engagements