@fintegrate Avatar @fintegrate Sustainable Growth

Sustainable Growth posts on X about $pme, $meli, biz, $wtc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

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

CreatorRank Line Chart

Social Influence

Social category influence stocks 68.59% finance 25% technology brands 23.72% cryptocurrencies 1.28% countries 1.28% social networks 0.64% travel destinations 0.64% fashion brands 0.64%

Social topic influence $pme #10, $meli #114, biz #2486, $wtc #3, $fico 12.82%, $se 12.82%, growth #301, ai 12.18%, $meta 11.54%, meta 10.9%

Top accounts mentioned or mentioned by @ryutay @bhasinaadi @fundasyinvestor @jordaninvests @ryu_tay @colby17201470 @lowalphahighvol @saynototrading @joinyellowbrick @nobodybutm3 @ronshamgar @saiinvstjrnl @greenalgo @simeonresearch @gabgrowth @briankirsty @fiscorainvest @simonhaeger @aushareplicity @sai_invst_jrnl

Top assets mentioned MercadoLibre Inc (MELI) Fair Isaac, Corp. (FICO) Sea Limited (SE) Metadium (META) Axon Enterprise, Inc. (AXON) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) Shopify Inc (SHOP) SPX6900 (SPX) Carlisle Companies, Inc. (CSL) DLocal Limited (DLO) Amazon.com, Inc. (AMZN) Astera Labs, Inc. (ALAB) Trade Desk, Inc. (TTD) Comfort Systems USA, Inc. (FIX) Atlassian Corporation PLC (TEAM) TransDigm Group, Inc. (TDG) Celsius Holdings, Inc. Common Stock (CELH) Moody's Corporation (MCO) Apple, Inc. (AAPL) Credo Technology Group Holding Ltd (CRDO) Duolingo, Inc. (DUOL) Intuitive Surgical, Inc. (ISRG) Now Coin (NOW) Alphabet Inc Class A (GOOGL) Arista Networks Inc (ANET) Chipotle Mexican Grill, Inc. (CMG) Hims & Hers Health, Inc. (HIMS) CAVA Group, Inc. (CAVA)

Top Social Posts

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

"$WTC With all the chatter around DSV wanting to move to Tango found this interesting. DSV to leave CargoWise would need a board resolution probably five years of change management and a four-year implementation planeight and low-nine figures Wow. What market power"
X Link 2026-02-07T14:13Z [----] followers, [----] engagements

"Said goodbye to a bunch of businesses this year. $TTD $TEAM $ADYEN $DLO $XRO $CSL all gone. All profitable exits except DLO. That money has been reinvested in existing positions. Meanwhile $SPX has received more funds. More concentrated yet more diversified at the same time"
X Link 2026-02-14T14:00Z [----] followers, [----] engagements

"@Nobody_But_M3 @RonShamgar The bigger test for me is can they get 50% of freight forwarders passing per shipment charges to end users. If successful its game over for all competitors AI or otherwise. There is early evidence many are in fact doing this. Strategically brilliant to have small guys go 1st"
X Link 2026-02-15T13:21Z [----] followers, [--] engagements

"I am involved in building an AI native agentic VMS for sales and marketing fns. The reception has been surprisingly strong from customers. Most surprising is how much encouragement there has been from customers to displace existing CRM with a CRM lite + agentic scope"
X Link 2026-02-15T13:40Z [----] followers, [---] engagements

"Problem with existing CRM is its not revenue generating for them. Just a tool for record organization. You couple some basic record retention with an agentic revenue generation and the bar for whats needed for CRM falls right down"
X Link 2026-02-15T13:57Z [----] followers, [---] engagements

"Ive been lucky enough to have [--] [--] baggers or [--] stocks up 10x. These are ProMedicus Wisetech Mercadolibre Nvidia Celsius Mastercard and TradeDesk. Just [--] can change your life. Heres what I learned from each. $PME $WTC $MELI $NVDA $CELH $MA $TTD 🧵"
X Link 2024-10-13T12:26Z [----] followers, 28.2K engagements

"$DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies like this will bleed users. Much harder to dislodge workflow SaaS . Youd think relatively more straightforward to move consumers"
X Link 2025-08-11T16:48Z [----] followers, [----] engagements

"$NVDA Woke up and chose violence 😂"
X Link 2026-02-09T14:48Z [----] followers, [---] engagements

"Not letting go of my $FIX shares Approaching a 2x from my mid $600 buy last year. Probably grinds higher"
X Link 2026-02-09T16:10Z [----] followers, [----] engagements

"@Sai_invst_jrnl I decided I only want to own $MA and $SHOP in the payments space as an agentic commerce beneficiary . Nothing against Adyen. Very good biz"
X Link 2026-02-14T16:48Z [----] followers, [---] engagements

"Market shenanigans over these few months have convinced me theres probably nothing better than a very large index holding plus some long term bets. Index offers core stability and rotation safety. My positioning has already been moving this way. Ill put this on overdrive now"
X Link 2026-02-15T14:08Z [----] followers, [---] engagements

"Added to $WTC Wisetech Much as Id prefer they didnt kick themselves in the teeth the biz is great with no biz impacting issues. Contrast that with $CSL which was a great biz with now lots of biz impacting issues. I had earlier cut 2/3 of my CSL at $275. Now cut more for $WTC"
X Link 2025-10-29T12:04Z [----] followers, [----] engagements

"Got some $AXON at $580 today. Will sit on this for a while. Really like this biz. Top up to my existing holding"
X Link 2025-11-04T21:26Z [----] followers, [----] engagements

"Nothing better than when you exit a struggling investment and flip that into something that performs well. I flipped most of my $CSL at nearly $275 last year into $VTI at the same time. CSL then declined nearly 40% since while VTI rose 8%. Loss avoided gain booked"
X Link 2026-01-08T14:14Z [----] followers, [---] engagements

"I expect as that my monopolies will receive more of my $$ as I consolidate. Of these have $TDG as target to receive a decent increase possibly followed by $AXON $ISRG depending on how valuation tracks. Happy with the size of $FICO and $ASML has surged. Ive been subconsciously shifting my portfolio to monopolies and duopolies over the past few years. $AXON $WTC $ASML $TDG $FICO $ISRG my monopolies $MCO $MA $META $V $NVDA my duopolies. Still hold some good biz outside of these but really like the positioning of this set. Ive been subconsciously shifting my portfolio to monopolies and duopolies"
X Link 2026-01-17T17:33Z [----] followers, [----] engagements

"@jordan_invests @BhasinAadi Very much. I cashed out my final $CSL to top $WTC recently. Still I give 12-18 mths for full turnaround"
X Link 2026-01-18T03:08Z [----] followers, [---] engagements

"Pretty decent entry into $TDG in [--] but as always the case with great biz it just wasnt enough. I plan to use this tariff pullback to top off. Love the combo of strong commercial aftermarket biz and strong military aftermarket biz. Thats its sole source/ monopoly just a bonus"
X Link 2026-01-19T16:05Z [----] followers, [----] engagements

"The best S/W companies already have made or are making the transition to either usage based agentic models. In my universe those are $WTC $PME $NOW. They are well positioned to capture the value they create"
X Link 2026-01-22T12:53Z [----] followers, [----] engagements

"Have to be careful to remove my own bias of being invested in these names but I think $META $SE $WTC $NVDA which are all in my top [--] have 50%+ near term (12 mth) upside. Happy to take 30% 😃. Hopefully earnings starts to bridge that gap"
X Link 2026-01-26T12:46Z [----] followers, [----] engagements

"$MELI $2300 Up 14% YTD . Could [--] be MELIs year after underperforming cos like $AAPL $MSFT bigly over these last [--] years"
X Link 2026-01-27T20:24Z [----] followers, [----] engagements

"$MA grew top line 18% earnings growth 25% Has been like this throughout the last [--] years I have owned it. Stock is actually negative these last [--] mths. Make it make sense 😂😂"
X Link 2026-01-30T11:11Z [----] followers, [----] engagements

"Must admit didnt have investors thinking wed start vibe coding cyber software on my bingo card for [--]. That one took me a bit by surprise. $CRWD $ZS"
X Link 2026-01-30T13:31Z [----] followers, [----] engagements

"Too much OpenAI hate on here but of course here is not the real world. One could forget that OAI has 3x the Google Gemini users 3x Thats not to say how $MSFT distro helping OAI kill it in enterprise. But in consumer $META is coming. Billions in distro biggest AI winner NARRATIVE VIOLATION: despite all the hand wringing yes OpenAI still has the largest adoption and wallet share in enterprise. Whats also true: since our last survey in May [----] Anthropic posted the largest share increase of any frontier lab up 25% in enterprise penetration. https://t.co/ph79BTUGjD NARRATIVE VIOLATION: despite"
X Link 2026-01-31T12:07Z [----] followers, [----] engagements

"-1.6% vs 1.7% SPX [--] 17.6% 10yr CAGR Adds: $PME $WTC $FICO $AXON $SE $MSFT Exits $CSL $DLO Allocations: $WTC -13% $NVDA-10% $META -9% $MELI - 7% $MA- 5.5% $PME- 5.5% $SHOP-4% $MSFT -3.5% $AMZN -3.5% $SE -2.5% More in Profile link"
X Link 2026-02-01T20:37Z [----] followers, [----] engagements

"Bit more $SE at $113 today. Market saying it really doesnt like this right now and has major concerns"
X Link 2026-02-02T14:40Z [----] followers, [----] engagements

"Im now fully out of $TTD. Hit the exit button on my last tranche yesterday at $30. It was a great ride. I first picked up at $12. Exited about 1/2 near $130-$140. I just stayed a little too long with the rest at the end. Jeff Greene was a maestro. Now too many headwinds"
X Link 2026-02-03T15:10Z [----] followers, [----] engagements

"The $FICO monopoly has fallen. Anthropic is in the credit scoring business now 🤷♂"
X Link 2026-02-03T16:08Z [----] followers, 28.6K engagements

"Definite opportunities in some names Unfortunately like stepping in front of a freight train. My only green names today are $ALAB $FIX $RKLB $MA $V $ANET Everything else a bloody shade of red"
X Link 2026-02-03T16:56Z [----] followers, [---] engagements

"I bought $FICO today. Algos are losing their minds"
X Link 2026-02-03T18:09Z [----] followers, [----] engagements

"Took an absolute hammering today. Down nearly 3% on my actives. Didnt stop me adding $FICO and $TDG (which Ive wanted to increase for a while). My $SPX holding Hardly broke a sweat down 1%. Feel more comfortable pushing active holdings because index is now 50% allocation"
X Link 2026-02-03T21:10Z [----] followers, [----] engagements

"$FICO will not be disrupted. Will eat this tweet if proven wrong"
X Link 2026-02-03T22:41Z [----] followers, [----] engagements

"I owned $CSU for about [--] yr. Actually made a good return but sold out around $4.5k last year CSU wont get disrupted by AI. The bigger challenge is keeping the acquisition engine running. I generally dislike inorganic growth ($TDG sole source is the one exception). Hit the exit"
X Link 2026-02-04T13:51Z [----] followers, [----] engagements

"More $FICO $1280s today. The point of much bigger buys is finally here"
X Link 2026-02-04T15:36Z [----] followers, [----] engagements

"Eeeks. Claims $MNDY replicated in a casual 1hr of work by layperson. Must choose your spots wisely. ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have"
X Link 2026-02-04T18:20Z [----] followers, [----] engagements

"@FundasyInvestor No. Bit different to $AXON. This thing is already 30x earnings. Im happy to take my chances here with overall position weighting cap"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements

"@FundasyInvestor I space out my buys so next would be $1150"
X Link 2026-02-04T18:52Z [----] followers, [---] engagements

"$AXON maybe $400 by end of day Patience"
X Link 2026-02-05T19:09Z [----] followers, [----] engagements

"$AXON $398 You now have my full undivided complete attention. Be stalking you soon"
X Link 2026-02-05T20:41Z [----] followers, [----] engagements

"$AXON $MSFT in a race to $200 handle first"
X Link 2026-02-05T20:50Z [----] followers, [----] engagements

"I came into this year with more positions than I wanted looking for reasons to cut. The beauty of markets last this is they accelerate the weeding out. I said goodbye to $TTD $TEAM $DLO and $CSL already so far this year in fav of $FICO $AXON $MSFT. New $$ still to $SPX"
X Link 2026-02-06T02:48Z [----] followers, [----] engagements

"@Colby17201470 $AXON is a monopoly Im absolutely convinced. Have owned for a while. I plan to buy once buy big and never buy again. Will be happy to pick bigger licks $350 or under $300"
X Link 2026-02-06T10:29Z [----] followers, [---] engagements

"$DUOL Still stand by this. If AI is any good at all these type of services will become plug ins within GPT Gemini. Probably not today but sometime on the horizon. $DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies like this will bleed users. Much harder to dislodge workflow SaaS . Youd think relatively more straightforward to move consumers. https://t.co/2opjnmulGx $DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies"
X Link 2026-02-06T11:40Z [----] followers, [----] engagements

"With the amount of market value its destroyed. Anthropic should be a $1-$1.5T company if the destruction is permanent. May want to IPO next week"
X Link 2026-02-06T11:44Z [----] followers, [----] engagements

"$TEAM was a tough one. Owned since about $23 in [--]. Was at one point a 20+ bagger. Took some off along the way $150-$250 range. Could have taken more. Exited the rest at $110. Disappointed to let it go but hard to look away from the trend for this"
X Link 2026-02-06T12:15Z [----] followers, [----] engagements

"@green_algo Yes. $FICO $AXON $MSFT among others"
X Link 2026-02-07T00:35Z [----] followers, [---] engagements

"Got offered a bid on $FICO last week at $1288. Happily accepted. At that price 29x NTM with consensus earnings growth of 35% Now waiting for $1150 next or 26x earnings. I expect that will come pretty soon here"
X Link 2026-02-08T12:23Z [----] followers, [----] engagements

"A few yrs ago my portfolio was full of SaaS businesses. $CRM $ADBE $WDAY $VEEV $HUBS $CSU $TEAM. Most were cleared out in [--] due to slowing growth. Didnt have AI on the list of concerns. Most wont return Only $NOW remains. Sometimes you dont need to be smart- just lucky"
X Link 2026-02-09T12:30Z [----] followers, [----] engagements

"ChatGPT growing 10% month on month off still dominant 60% market share cookin with gas $META still yet to reenter with its newest models and billions in distribution. $GOOG putting up a good show with Gemini. My thesis here is multiple winners see no reason to change that Too much OpenAI hate on here but of course here is not the real world. One could forget that OAI has 3x the Google Gemini users 3x Thats not to say how $MSFT distro helping OAI kill it in enterprise. But in consumer $META is coming. Billions in distro biggest AI winner Too much OpenAI hate on here but of course here is not"
X Link 2026-02-09T14:17Z [----] followers, [----] engagements

"$CRDO $ALAB Is not for the feint hearted Drop 50% in [--] days on nothing. Rise 50% in [--] days on everything 😀"
X Link 2026-02-09T21:18Z [----] followers, [----] engagements

"$MSFT under $400 was cheaper multiple than [--] tariff lows. Markets have really lost the plot. Given [--] months this will be seen as opportunity in hindsight"
X Link 2026-02-10T13:30Z [----] followers, 10.6K engagements

"$MCO Very pleased with this add. Picked some up at $397 this morning. While I bought some during tariff meltdown at $385 put much more weight on today which was available at a cheaper valuation as MCO has grown earnings 12% in between. Wow absolute panic over at $MCO today. Helped myself to some $400. Wow absolute panic over at $MCO today. Helped myself to some $400"
X Link 2026-02-10T16:05Z [----] followers, [----] engagements

"$SHOP back in the AI winners circle thanks to agentic commerce powering results to 30% revenue growth again. Reality is it never left AI winners circle. Market just got this wrong. AI is a tailwind that will deliver 30%+ growth for mid term"
X Link 2026-02-11T12:18Z [----] followers, [----] engagements

"I find investing difficult but highly rewarding. Not just financially but making a contrary bet that pays off over years is just hugely satisfying Finding a biz that meets target hurdle rates identifying a reasonable price to pay and sizing it accordingly Crazy hard though"
X Link 2026-02-11T14:41Z [----] followers, [---] engagements

"@LowAlphaHighVol Price reaction may not indicate it but its still an AI winner. Results prove this. Hard to say what market is thinking in any moment. It probably doesnt really know itself"
X Link 2026-02-11T20:32Z [----] followers, [--] engagements

"Interesting shift in market perception of AI. Weve now ended up where producers of AI are moatless vassels with no pricing power in commoditization race. Consumers (incl biz) of AI retaining all benefits. Not sure this will prove correct- but fascinating to watch"
X Link 2026-02-13T11:37Z [----] followers, [----] engagements

"Never been happier to have majority of my assets in $SPX. The index will only get more from here"
X Link 2026-02-13T12:44Z [----] followers, [---] engagements

"I was wrong on $AXON. Almost certainly sees $300 handle and perhaps $200 handle by the time this is all done. Still think this is a great biz. But need to stagger the buys more appropriately"
X Link 2026-02-04T15:03Z [----] followers, [----] engagements

"Today is my 9th anniversary of owning Wisetech Global ($WTC). I have bought another [--] times since and it has become a [--] figure position for me. The co has become a [--] bagger in this time. Along with $NVDA $MELI and $PME this company changed my life. Find these- its worth it"
X Link 2025-09-02T11:35Z [----] followers, 25.7K engagements

"-2.7% October vs 2.2% $SPX. 6.5% vs [----] SPX YTD. 18.3% 10yr CAGR Adds: $FICO $ALAB $FIX $WTC Sales: $GLBE $CMG $CSL Brusin Allocations: $WTC -12.8% $NVDA-9.4% $META -6.8% $MELI - 6.6% $PME- 6% $MA-5% $SHOP -4.4% $MSFT -4.2% $AMZN -3.3% $SE-2.5% More in Profile link"
X Link 2025-11-02T16:31Z [----] followers, [----] engagements

"@jordan_invests Yes Im just as excited for $PME being AI App Store for radiology. Will deeply cement its moat and further embed switching costs. Things look very bright for the biz. Had my eye on $200 to add but founders stepped in and broke the fall"
X Link 2025-12-23T14:05Z [----] followers, [---] engagements

"@ryu_tay I think theyve absolutely nailed this spot on. I wonder with $REA to what extent AI will target housing search. Seems not so straightforward to implement. I think $XRO may be in trouble. Took half off yesterday to deploy into $WTC. Plan to dispose the other half soon"
X Link 2026-02-04T23:46Z [----] followers, [---] engagements

"$HIMS I sold my last tranche yesterday at $22. Little messy situation which it likely recovers from. But this one has worked out well so I dont need to stick around to find out. First bought in the $5.xx [--]. Still lots of potential though but not for me now. My 3rd anniversary of first buy of $HIMS today. Was my 9th [--] bagger. Cut a bunch at $70 but will be maintaining the rest. My $CELH experience taught me a lot about managing positions like this. The biz still has lots of potential IMO. https://t.co/JUmbBvcnqZ My 3rd anniversary of first buy of $HIMS today. Was my 9th [--] bagger. Cut a"
X Link 2026-02-07T13:04Z [----] followers, [----] engagements

"Not taking any business risk is probably the most powerful investing concept I picked up from Dev K. Simple . But brutally effective"
X Link 2026-02-09T13:45Z [----] followers, [---] engagements

"Wow absolute panic over at $MCO today. Helped myself to some $400"
X Link 2026-02-10T13:11Z [----] followers, [----] engagements

"$ANET 30% top line growth. Smooth steady and consistent. No doubt market takes this down 20% tomorrow. 😂"
X Link 2026-02-12T21:26Z [----] followers, [----] engagements

"@ryu_tay So much $$ into index that its hard to push it down long but the crooks can just keep moving it around different sectors. I wont pay the hedge premiums. Ill only keep WTC and PME in my Aussie tech. Cut XRO fully and REA partially soon to be fully exited. Will have 75% $SPX"
X Link 2026-02-15T15:16Z [----] followers, [--] engagements

"Years ago I was inspired by a SeekingAlpha commenter who built a $30M fortune on modest income with a high quality growth portfolio that he only added aggressively to during bear markets. The end results are clearly worth it but the discipline that takes though"
X Link 2025-06-21T12:37Z [----] followers, [----] engagements

"$MELI Yes they built a killer e-comm platform but other quick pivots created as much value. They built Pago fast. Took Pago for "off MELI" transactions fast. Developed Ads biz fast Shops fast. Using core strength to develop fast add ons puts them ahead of $SE $CPNG for me"
X Link 2025-06-24T13:02Z [----] followers, [----] engagements

"Never ceases to amaze me what you can achieve if you apply yourself. I grew up very middle income with immigrant parents. Humble modest life grew up in area of Sydney with many like me. Now high [--] fig NW all from investing. Grateful. Thankful. Never forget the journey 🙏"
X Link 2025-06-25T11:42Z [----] followers, [----] engagements

"@BhasinAadi If you look at Horizon Kinetics they have some great write ups on LB. My thinking here is that AI will create massive data center demand which has major demands on land cheap energy and water for cooling. LB has land rights and access to all [--] in Permian. First DC contract now"
X Link 2025-06-26T11:27Z [----] followers, [--] engagements

"$MELI So all is forgiven for extending free shipping to compete more aggressively in the lower end of the market increase the repeat usage of the platform and put users through related flywheels of ads payments subscription etc and dominate long term Short sighted market 😂"
X Link 2025-06-27T10:06Z [----] followers, [----] engagements

"There is a lot of interest in high margin ads being the next big thing for $MELI and $SE. I think a Prime like subscription service anchored by movies and music will be bigger. The market caps of $NFLX and $SPOT infer high margin recurring rev will do wonders for multiples"
X Link 2025-06-27T10:26Z [----] followers, [----] engagements

"4.8% June vs 4.5% $SPX. 10.1% vs [---] SPX YTD. 20.1% 10yr CAGR since [--] Adds: $CAVA $ALAB $CRDO. Solid June Allocations: $WTC -18.0% $MELI -7.5% $META -7% $NVDA-7% $PME - 6.5% $MA-5% $MSFT -4% $AMZN -3% $SHOP -3.0% $SE -3% $BTC- 3% More in Profile link"
X Link 2025-07-01T00:04Z [----] followers, [----] engagements

"Today was a big day for me. Promedicus $PME became my 1st [--] bagger. I strongly believe it will become a [---] bagger within the next [--] years Wisetech $WTC became my first [--] fig individual position. Its now 4x the size of what my whole portfolio was [--] years ago. Grateful"
X Link 2025-07-03T15:04Z [----] followers, [----] engagements

"Whenever I reflect on really costly mistakes in the portfolio its never that I bought a name or that I paid too much for a name. Its that I hit the exit too early. $MA exit in [--] (having bought just after IPO and $AAPL exit in [--] probably most costly. Now I just hold"
X Link 2025-07-07T12:19Z [----] followers, [----] engagements

"If I could go back [--] years and give my early 20s self an investing playbook it would be - Save aggressively - Go after the very best businesses you can find - Dont talk yourself out of holding them for as long as possible - Dont stress and enjoy the ride it flys by fast"
X Link 2025-07-12T14:41Z [----] followers, [----] engagements

"It is psychologically a lot easier to hold well established companies with proven business models picked up on the cheap for long stretches of time than unproven diamonds in the rough You are much less likely to panic and exit out of them which will do wonders for compounding"
X Link 2025-07-13T15:15Z [----] followers, [----] engagements

"$NVDA in Apr [--] at $88 - Deepseek will reduce GPU demand - No more China revenue - Hyperscalers have ASICs NVDA in July [--] at $170 - DeepSeek is DeepFake - China and everyone else loves NVDA - Hyperscaler ASICs will not replace GPUs Always be mindful of narrative"
X Link 2025-07-17T19:18Z [----] followers, [----] engagements

"This is my 9th anniversary of owning $PME ProMedicus. Largely unknown radiology imaging co from Aus My best performing co [---] bagger Just [--] adds. Look at the difference in returns just one year later makes Has changed my life along with $WTC $MELI and $NVDA. Find these"
X Link 2025-07-18T10:02Z [----] followers, [----] engagements

"People sometimes ask me. Why do you have just 1% positions in some names. Fair question. When you run a portfolio that approaches [--] figures any new idea thats greater than a 1% position requires nearly [--] figures of capital. To me- thats still a lot of $$"
X Link 2025-07-26T12:19Z [----] followers, [----] engagements

"$META 22% revenue growth better than expected EPS and free cash flow growth Ad rates climbed 9% how is this all possible in the wake of massive capex One answer AI delivers for META These numbers should not be possible at this scale"
X Link 2025-07-30T20:16Z [----] followers, [----] engagements

"I dont sell my winners for a few reasons. Big one is they often keep winning. Tax reasons also mean Ill lose a chunk if I exit. However a very big piece is reinvestment risk. This is the risk of shifting your $$ from a great biz to a substandard one. Hidden killer"
X Link 2025-08-01T14:19Z [----] followers, [----] engagements

"$PME was a biz that I bought in [--] at 35x forward cash flow It now trades for [---] forward cash flow while having grown revenue cash flow and profit30% annualized over the period The combo of high quality recurring earnings growth + multiple appreciation produced [--] bagger"
X Link 2025-08-02T13:09Z [----] followers, [----] engagements

"$MELI earnings today This is my 13th year of owning. Some recent noise about what reducing free shipping threshold will do to margins. I expect it will be a net positive boosting transaction volume and visits which MELI can monetize in greater ad revenue & payments. Lets see"
X Link 2025-08-04T10:28Z [----] followers, [----] engagements

"$MELI Results were pretty solid- missed EPS due to free shipping BUT Rev -34% growth (53% exFX) Active Buyers-22% growth Items sold 31% growth Fin Transactions -35% growth Advertising -38% growth (59% exFX) Non Performing Loans -6.9% (improved). Biz firing for long term $MELI earnings today This is my 13th year of owning. Some recent noise about what reducing free shipping threshold will do to margins. I expect it will be a net positive boosting transaction volume and visits which MELI can monetize in greater ad revenue & payments. Lets see $MELI earnings today This is my 13th year of owning."
X Link 2025-08-04T23:01Z [----] followers, [----] engagements

"@ryu_tay lol Grok actually recommended I buy it when I put in my portfolio and asked it to suggest something similar Yea this could have been one that could have fit but I always buy at lower valuations. When it was lower growth was poor. Now valuation assumes a lot. Happy with $PME"
X Link 2025-08-05T02:08Z [----] followers, [--] engagements

"$SHOP . 31% revenue growth Crazy acceleration. This has moved back into elite category 30%. GMV acceleration globally. Watch the multiple rerating on this one as Wall St gives it a valuation pass. Still 16% free cash flow margins. Stellar management . I own (top 10)"
X Link 2025-08-06T11:13Z [----] followers, [----] engagements

"$SHOP This is extremely rare . Larger mature companies do not go from 21% top line growth to 31% growth the following year (recurring revenue to) Valuation hall pass incoming. Watch the upgrades as Wall St fawns over this one now. $SHOP . 31% revenue growth Crazy acceleration. This has moved back into elite category 30%. GMV acceleration globally. Watch the multiple rerating on this one as Wall St gives it a valuation pass. Still 16% free cash flow margins. Stellar management . I own (top 10). $SHOP . 31% revenue growth Crazy acceleration. This has moved back into elite category 30%. GMV"
X Link 2025-08-06T11:25Z [----] followers, [----] engagements

"@SimeonResearch_ Congrats on the $PME exit Sorry to see you go maybe youll be back soon 😉"
X Link 2025-08-07T18:27Z [----] followers, [---] engagements

"@GabGrowth All cap weighted and because I monitor the stories early ish not a lot of capital goes into them. But I just let them grow so the ones that do succeed ie $PME best example in my case become outsize weight relative to their smaller size"
X Link 2025-08-09T14:46Z [----] followers, [---] engagements

"Im at the point in my life where Id be perfectly happy with typical index level returns on my portfolio for its duration. That will still leave me with a portfolio balance that I could never have imagined in my wildest dreams in my teens and 20s"
X Link 2025-08-10T11:49Z [----] followers, [----] engagements

"$SE wow no question it is back. 38.5% revenue growth (nearly chocked on that) GMV up 25% SE Money up 70% Gareena Bookings guide up 30% for [--] Earnings $414M vs $79M yoy This eventually goes MUCH higher"
X Link 2025-08-12T11:13Z [----] followers, 13.1K engagements

"I am finally back in the green again on $SE today. Put on most of my exposure at peak when I cleared out of $BABA and $TCEHY before they declined. Still averaged it down but damage was done. Future looks bright for the co though. Never lost hope. Painful [--] yrs $SE wow no question it is back. 38.5% revenue growth (nearly chocked on that) GMV up 25% SE Money up 70% Gareena Bookings guide up 30% for [--] Earnings $414M vs $79M yoy This eventually goes MUCH higher. $SE wow no question it is back. 38.5% revenue growth (nearly chocked on that) GMV up 25% SE Money up 70% Gareena Bookings guide up 30%"
X Link 2025-08-12T17:08Z [----] followers, [----] engagements

"The bar to invest in small and mid caps keeps getting higher and higher for me. When you have businesses like $SE and $MELI that probably return 20%+ annualized the next 3-5 yrs $SHOP $NVDA $META that do mid teens the case for an unproven diamond in the rough makes less sense"
X Link 2025-08-13T19:50Z [----] followers, [----] engagements

"Cos growing top line 30% are elite. Those that can do that for extended periods can set their own valuation rules. Even rarer are those that do AND grow profit40%. $PME is such a biz as it showed again today. 32% rev 41% profit 10% market share We are Still early. If you are growing 30% locked in recurring revenue the typical valuation rules dont apply to you in my experience. Todays price action in $AXON reflects a reality that market has underpriced this relative to peer group of $NET (outside 30%) $PLTR $PME. 40% ARR S/W elite If you are growing 30% locked in recurring revenue the typical"
X Link 2025-08-14T01:37Z [----] followers, [----] engagements

"$DLO This my last LT holding still under water (now that $SE is green). Unfortunately picked this up just before its take rate started steady decent. Qtrs results were fine I thought. TPV and revenue growth50%. Some take rate decline or mix shift still expected in guidance"
X Link 2025-08-14T12:30Z [----] followers, [----] engagements

"$DLO For those of us too early on this one I think time will show those entry points to be fair. So many stocks without the hope of revenue let alone profits multiples higher. DLO with strong top line great profitability and excellent management will have its time. $20+ coming $DLO This my last LT holding still under water (now that $SE is green). Unfortunately picked this up just before its take rate started steady decent. Qtrs results were fine I thought. TPV and revenue growth50%. Some take rate decline or mix shift still expected in guidance. https://t.co/4gBs6WIHov $DLO This my last LT"
X Link 2025-08-15T12:01Z [----] followers, [----] engagements

"$MELI dropping free shipping limits give life to $SE is winning theories (again 😀) Reality could be simpler. MELIs more developed ad tech stack plus grocery offering and subscriptions allow high monetization of more frequent visits. Lower margin on low ASPs make more sense now"
X Link 2025-08-17T12:09Z [----] followers, [----] engagements

"$MA Sometimes this feels like a very overlooked business to me. Still growing revenue and earnings 15%+. This is one of the most undisruptable businesses (yes I understand stable coins crypto). Havent added for [--] years but my learnings from this one will last a lifetime"
X Link 2025-08-18T15:15Z [----] followers, [----] engagements

"Fast profitable growth is one of the most powerful concepts in growth investing. Its also rare. $PME a [--] bagger for me trades at 200x fwd earnings 🤯. Yet it grows earning at 40%. If its flat [--] yrs its PE is cut in half. Any share price growth 40% means its PE declines"
X Link 2025-08-19T11:25Z [----] followers, [----] engagements

"I hope when people consume my content they dont see just someone whos ridden great companies to good success. Rather a son of non biz savvy middle class immigrants not born into money who created more than he ever dreamed. That dream is possible for all who want it"
X Link 2025-08-20T12:19Z [----] followers, [----] engagements

"Ive been adding $FICO very aggressively here in the 1300s. Would like this to eventually become a Top [--]. There will be no real impact from Vantage Score. Just a political stunt. Declining rates and mortgage vol growth not priced in. Think This goes much higher in [--] months $FICO Happy I got to build this out during the recent downturn. Wont add anymore unless another regulatory attack sends it closer to $1400. Worth noting for those hoping for $1k that max policy uncertainty took it to $1590 and direct attack to only $1490. Tells u something $FICO Happy I got to build this out during the"
X Link 2025-08-20T15:53Z [----] followers, [----] engagements

"Any sustained pullback here and $ALAB $AXON $FIX $CRDO have my full attention. All owned- but would like to put more size on all"
X Link 2025-08-21T15:17Z [----] followers, [----] engagements

"$FICO with rate cuts incoming start watching for forward pricing of a return of mortgage volume growth which has been wholly absent in its valuation so far. Next [--] mths very interesting for this stock. Ive been adding $FICO very aggressively here in the 1300s. Would like this to eventually become a Top [--]. There will be no real impact from Vantage Score. Just a political stunt. Declining rates and mortgage vol growth not priced in. Think This goes much higher in [--] months Ive been adding $FICO very aggressively here in the 1300s. Would like this to eventually become a Top [--]. There will be"
X Link 2025-08-22T17:54Z [----] followers, [----] engagements

"Its easy to be patient with a biz when the execution is strong even if share price is muddling Much harder to be patient with a biz when both share price and execution are muddling In this situation more likely than not your patience is misplaced and your in the wrong biz"
X Link 2025-08-23T16:19Z [----] followers, [----] engagements

"Making a commitment not to touch a new position added to a portfolio for [--] years would probably be a bigger contributor to wealth than most realize"
X Link 2025-08-24T10:36Z [----] followers, [----] engagements

"I am done with my buys of $FICO unless Pukte takes it back below $1200. This was a soft pitch teed up in my strike zone and I swung hard in the 1300s recently. Think I got this at 32-33x fwd for 25% grower. Now we sit back watch and wait for $2k+ next year. Patience"
X Link 2025-08-29T10:59Z [----] followers, [----] engagements

"-3.3% August vs 2.0% $SPX. 10.7% vs [----] SPX YTD. 19.4% 10yr CAGR since [--] Adds: $FICO $FIX $DDOG $CAVA $CMG Hard Slog this month Allocations: $WTC -16.5% $NVDA-8% $META -7.5% $PME - 7% $MELI- 7% $MA-5% $MSFT -4% $AMZN -3% $SHOP -3.5% $SE-3% More in Profile link"
X Link 2025-08-31T11:29Z [----] followers, [----] engagements

"Ill admit this is a totally 1st world problem. But its a surprisingly hard transition to make going from a middle class scrapper saver to dealing with abundance relative wealth and enjoying things a little more. Looking forward to getting better at this in future years"
X Link 2025-08-31T11:46Z [----] followers, [----] engagements

"$PME Almost unnoticed Promedicus has secured a Right to Operate with the VA for its cloud based radiology platform. This showcase as a teaching facility for other practitioners could lift its US share by nearly 50% More big wins will continue for this lil Aussie battler Morgan Stanley: Pro Medicus $PME has secured an Authority to Operate (ATO) from the U.S. Department of Veterans Affairs for its Visage platform. This clears the way to shift VA contracts from on-premise to cloud and could lift PMEs U.S. market share from 10% to 15%+. Morgan Stanley: Pro Medicus $PME has secured an Authority to"
X Link 2025-09-02T10:55Z [----] followers, [----] engagements

"@briankirsty Hard bar to put on a stock. These could be the [--] best businesses to ever come out of Australia. I actually think the next $WTC $PME could be .$WTC and $PME. Both have years of growth ahead of them"
X Link 2025-09-03T01:47Z [----] followers, [---] engagements

"Many people trying to find the next $MELI and $SEwhich may actually be MELI and SE Mid 30s top line growth. Large established network effects. Undermonetized earnings drivers in fintech ads subscription services. Favorable demographics and tailwinds. Long runway ahead"
X Link 2025-09-03T12:17Z [----] followers, 10.1K engagements

"Ive had the greatest success with my investments where theyve had durability of growth. $PME $WTC and $MELI have all grown 20%+ for a decade or more. This is more important than their rate of growth. Going forward think $SE $MELI durability not reflected in their stock price"
X Link 2025-09-04T13:48Z [----] followers, [----] engagements

"Very important concept for me is differentiating between high growth rate and high growth duration. I find the later a better predictor of compounding. Take $SNOW. IPOd at 100%+ growth. Unfortunately priced for same to continue . Growth fell to 25%. Has gone nowhere since"
X Link 2025-09-07T11:12Z [----] followers, [----] engagements

"My investment philosophy in a sentence. Durable non cyclical businesses bought fair held long"
X Link 2025-09-09T12:51Z [----] followers, [----] engagements

"While I own both $ALAB and $PME truth be told I prefer a more consistent steady grower in the 30-40% range like PME to a 150% grower like ALAB. The deceleration for ALAB will eventually come and that repricing will be painful. Memories of how $CELH rerated in24 not forgotten"
X Link 2025-09-10T11:19Z [----] followers, [----] engagements

"At its worst my $SE position was a near [--] fig loss. Thats now turned around to a [--] fig gain. Market is always humbling. Got punished for initially paying too much. But the lesson here is underlying business quality will bail you out with a long enough time horizon"
X Link 2025-09-13T14:52Z [----] followers, [----] engagements

"At this stage Ive just accepted that Im never going to have another new 5% position unless Im willing to deal myself a [--] figure tax bill on the exit of an existing position. Thats not due to lack of conviction- just not enough new $$ to invest. Compounding has done its job"
X Link 2025-09-14T11:19Z [----] followers, [----] engagements

"This $TTD drawdown has been one of the most painful since Ive owned the stock back in [--] The only silver lining was selling a bunch of it when it was over $120 late last year to cut position size At this point its 23x NTM for a stock growing 20%. Im still keeping for now"
X Link 2025-09-20T12:50Z [----] followers, [----] engagements

"$PME Duration of high growth is more important than raw growth rate. Analysts are finally coming around to recognize why PME is valued so highly and why its been such a compounder. Mid 20s growth for another [--] years will mean 15+ yrs of 20% high growth and [---] bagger for me. Citi upgrades $PME to Buy lifting TP to $350 (+19% upside) on sustained mid-20s% growth and 10-year contract tailwinds. An AI breast cancer licensing deal deepens PMEs moat boosting high-margin revenue streams. Valuation is rich at 100x+ PE but compounding power keeps the Citi upgrades $PME to Buy lifting TP to $350 (+19%"
X Link 2025-09-20T23:28Z [----] followers, [----] engagements

"Im on track to underperform the $SPX for the 3rd year in [--] if things hold as they are. Main reason is that my largest position $WTC a 16% position is down nearly 25% this year. The only reason Im up 11% is because I run a more diversified portfolio. Keeps me in the game"
X Link 2025-09-21T13:07Z [----] followers, [----] engagements

"I last bought $SHOP [--] years ago today. My biggest tranche in this business. Special buy for me. Had stalked this one for years. Never got a shot at a level at I was comfortable with. Started buying in early [--]. This was my last. Has 5xd from here. Patience paid off on this"
X Link 2025-09-22T12:12Z [----] followers, [----] engagements

"I partly bought $MELI in [----] to have the potential that I thought Id missed by passing on $AMZN earlier. While MELI delivered what I expected from it up about 37x since then I was a fool to write off AMZN as being done. AMZN still returned 23x since [----]. Only entered in [--] $MELI On this day [--] years ago I made my first investment in a business called Mercadolibre at $68. I subsequently added to that investment nearly [--] times over the years. Its one of a handful of investments that changed my life. Find your own MELI- its worth it https://t.co/tDIB3KWnTq $MELI On this day [--] years ago I"
X Link 2025-09-23T11:21Z [----] followers, [----] engagements

"It was a pretty meaningful mark in my investment journey when the capital appreciation from my investments each year surpassed the income I took home from my day job. Power of compounding hits you hard then"
X Link 2025-09-24T12:14Z [----] followers, [----] engagements

"$SE is a special one for me. Its not a 50x like $PME or a 35x like $MELI. Not even a 10x like $HIMS. SE isnt in my Top [--] returners. I did everything wrong with this one. Too big a position at too high a price. Was still able to win ugly anyway SE has more winning to do"
X Link 2025-09-25T12:49Z [----] followers, [----] engagements

"So this is where I ended on $FICO. [--] adds. First buys last year in May24 at $1180. 35x NTM c/f. Biz was much better than my original assessment. Added too early this year but hit it hard $1400. My accumulation is done (unless $1200 comes). Fav and biggest buy at $1310"
X Link 2025-10-03T10:20Z [----] followers, [----] engagements

"Ive owned $PME Promedicus for [---] years. Im planning to own for at least another [--] more without selling shares. I suspect when my [--] years timeline rolls around the biggest regret that Ill have is not that I didnt take profits but that I didnt bet bigger or average up"
X Link 2025-10-06T13:15Z [----] followers, [----] engagements

"Tell me youre max long without telling me youre max long. As I said Govt Pariah to Govt Hero $FICO Not good news for $EFX and the rest FICO really is out playing the Credit Bureaus. FICO really is out playing the Credit Bureaus"
X Link 2025-10-13T14:17Z [----] followers, [----] engagements

"Pretty incredible that in spite such great results and new growth drivers $MELI has still underperformed the $SPX by such a large margin over the last [--] years. Low growth companies like $AAPL have outperformed it by a huge margin 🤷♂"
X Link 2025-10-14T11:57Z [----] followers, [----] engagements

"I find that anything less than a 10x hasnt made a mark in the portfolio unless Ive put weight. $SHOP $META the standouts here. However anything 20x and beyond didnt need a lot of weight to make a real impact. $PME $MELI case in point. The Exponential impact of compounding"
X Link 2025-10-15T13:06Z [----] followers, [----] engagements

"My $MELI position is up about 35x from my first investment. The scary thing is I think it has enough growth drivers that it could easily 3-5x again from these levels within a 10yr period from here"
X Link 2025-10-23T13:33Z [----] followers, [----] engagements

"$isrg may be the most practical predictable and profitable way to play robotics and physical AI. Nothing better than a core business with meaningful switching costs high differentiation low risk of commoditization where the stakes and outcomes couldnt be higher"
X Link 2025-10-26T12:30Z [----] followers, [----] engagements

"Shoot say whatever you like about $MELI and LATAM But at 40% topline growth the biz has years of runway and compounding ahead. Profitable too 😂"
X Link 2025-10-29T22:49Z [----] followers, [----] engagements

"$MA No fuss no noise no cheerleading just another quarter of 17% top line growth and increasing earnings. Just the way I like it"
X Link 2025-10-30T12:09Z [----] followers, [----] engagements

"We are witnessing the rapid transformation of $MELI from being just an Ecomm co or fintech co or adtech co into a data insights biz. Thats really going to lay the groundwork for rapid and successful product development and monetization in the future. This is just 1st innings"
X Link 2025-10-31T11:48Z [----] followers, [----] engagements

"$META now 22x NTM cheapest of the big tech cos with the best growth prospects outside $NVDA Dont really mind that at all"
X Link 2025-10-31T12:36Z [----] followers, [----] engagements

"Started my buys of $MSFT again. Think this now trades at 29x NTM for 17-18% earnings per share growth. Want to make this much bigger. Fits where Im moving my portfolio too now. $META high on my list next but need the lemmings to panic more. Will likely buy before cycle ends"
X Link 2025-11-08T12:33Z [----] followers, [----] engagements

"$FICO . BIG if true Pulte said that they will accept a VantageScore the reality is we cannot deliver it to them. We can turn it on but it can't go through the AUS systems and capital markets don't know what to do with it. So effectively you cannot use it yet" On Vantage Score adoption and FICO switching costs: "Right now it is all about cost for them. I don't think they have any allegiance. If Vantage were available today and it cost less they would switch over. There is no loyalty there. Unfortunately as long as it is adopted and On Vantage Score adoption and FICO switching costs: "Right now"
X Link 2025-11-09T00:28Z [----] followers, [----] engagements

"$SE result was a cracker. When you are growing 40% top line you shouldnt maximize profitability. Ecom rev 34% orders 28% Gareena rev 30%+ strong paying user growth bookings up 50% Monee revenue 60% All round biz strength. besides which EPS like 150%"
X Link 2025-11-11T12:25Z [----] followers, [----] engagements

"$SE This looks to be investor fears of a new [--] style investment cycle. I dont think its that. SEs margins wont collapse again. Gareena holding up really well vs [--]. I smell opportunity. Snaffled a few at $141. First time since 22"
X Link 2025-11-11T19:14Z [----] followers, [----] engagements

"While my funds have been flowing into $MSFT $META and $AXON most recently getting increasingly hard to look away from $SE and $MELI. Growing top line 40% these biz are the gateway to commerce fin services ads subscriptions for huge demos in EM Bit on SE. Both may get $$"
X Link 2025-11-12T11:29Z [----] followers, [----] engagements

"$DLO results were quite good. Very strong top line (54%) growth in spend of existing accounts (145%) NRR etc. But I think this trade sideways till market see where take rate bottoms. That could take a while with scaling customers driving lower rates. Still holding "
X Link 2025-11-13T11:20Z [----] followers, [----] engagements

"Wanted to use this pullback so that if $META ever regains ATH my allocation would be as big as what I have in $NVDA. Mission accomplished and still not done yet if market decides its not done yet"
X Link 2025-11-15T13:02Z [----] followers, [----] engagements

"Unpopular Opinion: There is too much alpha in just picking up these mega cap platforms on sharp pullbacks to get strong risk adjusted returns than trying to find some new small cap diamond in the rough. $META $SE $MSFT $NVDA $MELI"
X Link 2025-11-16T14:11Z [----] followers, 10.3K engagements

"$PME Big deal. Less so the $$ as its not one of PMEs biggest- like the $330M Trinity Deal. This is more significant as it demonstrates PME TAM expansion out of large hospital systems into private practices"
X Link 2025-11-16T23:24Z [----] followers, [----] engagements

"Believe it or not but these small $7M and $10M private radiology contracts will end up being more important than $PME $330M Trinity deal. Through these PME is developing the template to win the bulk of the small and mid private radiology market and bulk of TAM. The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC"
X Link 2025-11-23T23:33Z [----] followers, [----] engagements

"In a year where some of my largest names have been absolutely decimated big allocations to index funds have helped save me from myself and mitigated the drawdown. Still $FICO $WTC $PME $META $MELI $AXON $MA will eventually all have their day once more"
X Link 2025-12-11T13:16Z [----] followers, [----] engagements

"Ive owned $PME for [--] yrs but there are many things in this write up even I didnt know. Likely one of the best write ups on the biz that I have read. Congrats. Im planning to add Pro Medicus $PME.AX to my portfolio very soon. I first heard about it from @fiscorainvest so I decided to do a deep dive. Honestly I was shocked. The financials competitive advantage (Moat) growth runway and management are all world-class. 🧵In this Im planning to add Pro Medicus $PME.AX to my portfolio very soon. I first heard about it from @fiscorainvest so I decided to do a deep dive. Honestly I was shocked. The"
X Link 2025-12-14T13:49Z [----] followers, [----] engagements

"@jordan_invests Impressed with $4DX. Have been tracking this one. Some big reference academic hospital wins. Have to see how well this translates into private. Thats where the big $$ are. PME successively made this jump. PME still so early at just $15B they have a long way to go"
X Link 2025-12-23T11:45Z [----] followers, [---] engagements

"@BhasinAadi I think vertical software will continue to do very well. $WTC which is now an agentic transaction platform and $PME will continue gobbling up share. Dont see anyone displacing these. Switching costs are good. Network effect software is much better. Helps defend lower cost/build"
X Link 2026-01-18T00:31Z [----] followers, [----] engagements

"@ryu_tay Interesting. Very interesting. Intelligent investor have missed $PME for years on valuation. That they are finally initiating here is pretty noteworthy. Ive been eyeing the $180-$200 level to top. I own a tonne of it though at much lower. Be my first add since 17"
X Link 2026-01-18T12:02Z [----] followers, [---] engagements

"My first add to ProMedicus $PME today since [----] 😅 Doubled my original cost base Lets see how it goes"
X Link 2026-01-20T20:01Z [----] followers, [----] engagements

"@simon_haeger I actually think $PME is much better placed for whats coming vs whats been. [--] in [--] hospitals are looking to switch to PME. Part of this is likely due to what AI will do here. Cloud first with rapid processing speed will be key to allow improved diagnostics. PME excels here"
X Link 2026-01-25T15:04Z [----] followers, [---] engagements

"@au_shareplicity @ryu_tay $REA discovery of property not so easy via LLM aggregation of enough similar properties etc. basic low value consumable is pretty straightforward. Much more to a house. Any consumer facing point solution thats a knowledge service is probably replicated over time via AI ie $xro"
X Link 2026-02-05T01:22Z [----] followers, [---] engagements

"$SE .getting very interesting at these levels"
X Link 2025-11-11T16:05Z [----] followers, 43.5K engagements

"My top [--] going into next year. I dont expect this will change much over [--] though positions may move around in slots 1-10. Really like the composition and relative weights into [--]. Better balance vs what I had this year. $WTC $NVDA $META $MELI $MA $PME $MSFT $SHOP $AMZN $FICO"
X Link 2025-12-22T14:18Z [----] followers, [----] engagements

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