@govro12 Avatar @govro12 govro12

govro12 posts on X about $ri, $cuervo, canada, $saab the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 22.55% countries 22.55% finance 14.71% cryptocurrencies 14.71% technology brands 9.8% currencies 8.82% luxury brands 5.88% gaming 3.92% fashion brands 1.96% travel destinations 1.96%

Social topic influence $ri #1, $cuervo #1, canada 8.82%, $saab 8.82%, in the 6.86%, $bbd 6.86%, this is 4.9%, $bbdb 3.92%, bombardier 3.92%, $deo 3.92%

Top accounts mentioned or mentioned by @memyselfandi006 @sutjesh @mikefritzell @pepiteseurope @shotchange @betzeholic @altaycapital @gezzogero @evfcfaddict @scaling01 @rihardjarc @kairospraxis @maxwellhouse99 @davidkatunaric @cj0pp3l @orrdavid @googl @atelicinvest @satsfilip @incomealligator

Top assets mentioned Robotics Intelligence (RI) Banco Bradesco S.A. American Depositary Shares (BBD) Diageo plc (DEO) Alphabet Inc Class A (GOOGL) Cipher (CPR) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) CoreWeave, Inc (CRWV) General Electric Company (GE) Cornerstone Building Brands, Inc. (CNR) Fiserv, Inc. (FI) Trade Desk, Inc. (TTD) Spotify Technology (SPOT)

Top Social Posts

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

"Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully"
X Link 2025-07-06T19:07Z [----] followers, [----] engagements

"@gezzogero @MikeFritzell Engine is one of the best industry I can think - This is my only engine play with rolls royce - sold safran ge due to overvaluation recently and to buy spirits"
X Link 2025-10-24T14:02Z [----] followers, [---] engagements

"The end of BIG debt cycle might be upon us but Enjoy the weekend $cuervo salud"
X Link 2025-10-31T20:07Z [----] followers, [----] engagements

"@Quality_stocksA I have owned $FI for about [--] month and sold $TTD a [----] buy just in time in January- dodge [--] bullets"
X Link 2025-11-03T13:58Z [----] followers, [----] engagements

"@scaling01 How Please help"
X Link 2025-11-04T16:52Z [----] followers, [----] engagements

"Luxury tax on private jets is abolished Bombardier experts 8more planes per year sold in Canada from this https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php"
X Link 2025-11-05T00:57Z [----] followers, [---] engagements

"fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵"
X Link 2025-11-07T15:55Z [----] followers, [----] engagements

"@SutjeSH when reality meets hype. I like as well $PERR - it just shows how storyline and hype often disapoints. I dont buy at all at the nuclear revival in USA nor in Europe. too much constraints. Japan might resume slowly turn off capacity - okano valve play but besides that. mhmm"
X Link 2025-11-12T14:10Z [----] followers, [---] engagements

"@RihardJarc Rihard. I think the main issue is how different is NVDA product with 800V archtecture rack and so. The data center build today for NVIDIA GB200 H100 and so on uses a classic 54V. So $msft is delaying purchase today to built new datacenter in a few years based on the 800V"
X Link 2025-11-13T13:47Z [----] followers, [----] engagements

"Discl. only [--] japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8% Uniqlo Cheers. average up all the way on Aeroedge. Nintendo is a [----] pos okano is [----] pos https://twitter.com/i/web/status/1995507477484314912 https://twitter.com/i/web/status/1995507477484314912"
X Link 2025-12-01T14:57Z [----] followers, [----] engagements

"My top ugly 5: in order of lost money this year $RI -12% Spirits cost [----] $Cuervo -11% Spirits cost [--] Short $CRWV -7% NeoCloud sold at 84.7$ $PERR -13% Electr. Jan1 price: 89$ $RCO -5% Spirits cost [----] Shorting over-indebted neocloud and buying booze is not a popular trade. [--] years horizon on those. https://twitter.com/i/web/status/1998749927652962799 https://twitter.com/i/web/status/1998749927652962799"
X Link 2025-12-10T13:41Z [----] followers, [----] engagements

"Of those Gerard Perrier should have the best [----] due to nuclear maintenance shutdown. Adding more today. For the other might add to $RCO. I have enough exposure - uncomfortable level of $RI and $Cuervo $CRWV"
X Link 2025-12-10T13:45Z [----] followers, [---] engagements

"@memyselfandi006 Johnny Walker is the largest whiskey/scotch brand in the world - owned by Diageo $DEO- and it will benefit from the FTA between UK and India signed in July. But Jameson is more popular in India than JW according to $RI"
X Link 2026-01-28T10:31Z [----] followers, [---] engagements

"@memyselfandi006 Watching from the sideline $ADB $TSE:CSU falling into the abyss. of 20x earnings from 40x or 50x is kind of fun. Mission critical SW with zero tolerance to hallucination is still required. Hallucination is here to stay there is no advance in that aspect related to scaling"
X Link 2026-02-01T15:04Z [----] followers, [---] engagements

"@memyselfandi006 who makes the SW tools for bridges"
X Link 2026-02-02T14:41Z [----] followers, [---] engagements

"quick note on D-BOX $DBO q4 estimates and 3mo insider trading. https://substack.com/@wintergems/note/c-208831700utm_source=notes-share-action&r=a9wjo https://substack.com/@wintergems/note/c-208831700utm_source=notes-share-action&r=a9wjo"
X Link 2026-02-02T15:09Z [----] followers, [----] engagements

"@betzeholic @MikeFritzell Planning to do a post on all my [--] holding this week incl Capcom so stay tune http://www.wintergems.com http://www.wintergems.com"
X Link 2026-02-08T17:59Z [----] followers, [--] engagements

"@MikeFritzell Agree contrarian again . PS5 has outsold Switch [--] in [----] incl. Q4 - and this wont get better when GTA6 comes out. which wont be ported to Sw2 has too CPU weak. apparently"
X Link 2026-02-11T11:23Z [----] followers, [---] engagements

"@QuirkyForum Totally agree. Australia and Canada are collaborating on the over the horizon radar for the arctic. I see a tight Nordic alliance (Sweden Norway Finland Dennmark The Netherland and Germany) - UK and France are doing their own thing. then Pacific alliance Australia SK"
X Link 2026-02-11T11:29Z [----] followers, [---] engagements

"@SutjeSH think you need to drive your silver to the shop. :)"
X Link 2026-02-11T12:35Z [----] followers, [---] engagements

"@pepiteseurope @lionelwoodLLC Il y a une bonne partie en float vous avez raison mais c est un float trs stable - garantie bas sur la possession d environ [--] jours des transactions - [--] trillion divis par [---] iemme d une annee"
X Link 2026-02-12T18:51Z [----] followers, [--] engagements

"@pepiteseurope Will be an orange lame duck 🦆after midterm so we just have to hold our nose until jan [----] - also suprme court might block"
X Link 2026-02-12T20:49Z [----] followers, [--] engagements

"@betzeholic @MikeFritzell Yes it will cover Capcom Sony Nintendo and possibly another one. Will be focused on japanese videogames. Still a few more days of work. Got sidetracked with all the many releases this week to analyse . Bombardier Adyen D-Box Spotify "
X Link 2026-02-13T22:19Z [----] followers, [--] engagements

"@KairosPraxis also strategically Norway and Germany and possibly other nordic countries will help us patrol the arctic. Same fleet. Also the type of metal used by Germany is a lot more suited for very cold temperature"
X Link 2026-02-15T16:16Z [----] followers, [--] engagements

"@parkstreetbets I really though I had hit the bottom on $RI. I guess not lol. $RCO bought at book Still goes down. Still in the money for $LPE - [----] P/B but barely. $Cuervo I bought too much on the way up (20-24) . Should have spread purchase over a longuer time frame"
X Link 2025-12-10T13:51Z [----] followers, [---] engagements

"@maxwellhouse99 Thanks for sharing your model Max. The co did underperform on theatrical system sales due the reason below - 5.8m compared to my own estimates. Also on royalties dip I think high pack action movie like Dune2 M.Impos. F1 do outperform over family movie like avatar Wicked"
X Link 2026-02-11T10:39Z [----] followers, [---] engagements

"my understanding is that the wealthy in Netherlands has already move assets into a "Spaargeld B.V." (a savings corporation) which is imposed at roughly 20%. so it is really aiming the middle class @pepiteseurope"
X Link 2026-02-13T22:37Z [----] followers, [----] engagements

"Me waiting eagerly to the Defense Industrial Strategy Tuesday crossing fingers with with stake in $BBD.b German $TKMS and Sweden $SAAB. To get to 125k jobs they have no choice than to buy the Gripen and german TKMS - Marmen will make parts of TKMS subs. They have the know how. Canadas Defence Industrial Strategy has been leaked ahead of its planned launch on Tuesday. Here are the main points according to FT: Canada aims to create [------] jobs by increasing military spending to [--] per cent of GDP over the next decade and shifting away from US arms Canadas Defence Industrial Strategy has been"
X Link 2026-02-15T16:03Z [----] followers, [----] engagements

"Great post Spirits have grown single digits in the last 30years. so i am not ready to declare a structural change but i see your pts :) my main exposure is $RI and $Cuervo. due to strong mgt disclosure and skin in the game. Pernod should publishFeb19 🧐 1/ Are alcohol stocks finally bottoming https://t.co/ZtD5h2Sox9 1/ Are alcohol stocks finally bottoming https://t.co/ZtD5h2Sox9"
X Link 2026-02-16T15:10Z [----] followers, [----] engagements

"@david_katunaric $GOOG FCF was 24B$ this quarter not so bad this time. But of course I am totally bias since $GOOG is totally out of control and represents 34% of my portfolio. I think we are [--] year before some serious CAPEX pullback"
X Link 2025-10-29T22:53Z [----] followers, [----] engagements

"early this week I posted on a post on the investment thesis of $cuervo - did not sent an email since thin float. Still I got valuable feedback from @SutjeSH @augustusville & made some update. Here is an extract: http://wintergems.com http://wintergems.com"
X Link 2025-10-30T12:49Z [----] followers, [---] engagements

"$RCO in a early warning - cognac drop 13% organic mainly china related and softness in USA. Good and bad news. $RI Martel is not loosing too much market share in China https://news.remy-cointreau.com/second-quarter-2025-26-sales/lang=eng https://news.remy-cointreau.com/second-quarter-2025-26-sales/lang=eng"
X Link 2025-10-30T19:24Z [----] followers, [---] engagements

"@walnutavevalue @ArchivesDefense @ColbyBadhwar @PtkMoritz Excellent news [--] more planes In Germany - lets get saab Gripen5 build in Canada"
X Link 2025-11-02T19:57Z [----] followers, [---] engagements

"Portfolio Shuffle [----] by @Govro12 https://www.wintergems.com/p/portfolio-shuffle-2025r=a9wjo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.wintergems.com/p/portfolio-shuffle-2025r=a9wjo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-03T16:09Z [----] followers, [----] engagements

"Incredible deep dive. I scan through it it looks amazing. I think they are more aggressive than costco. Costco is sticking with a 1400BP gross margin. They are too generous for the consumer This is my only concern Semi serious but the GM at 52BP in last Q is painful It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql"
X Link 2025-11-03T23:47Z [----] followers, [---] engagements

"@shot_change Comparing high capex cment business with aggregates rocks pit magnificient local moat is wrong. Vulcain and Mariette will trade again at 10-15x earnings like in [----] when all the isolation of his prsident will funnel through then I will buy vulcain and Marietta not buz"
X Link 2025-11-04T13:46Z [----] followers, [---] engagements

"Listening to q3 right now - will deliver their first mac [----] plane global [----] in q4 $BBD"
X Link 2025-11-06T13:16Z [----] followers, [---] engagements

"For $DEO you really have to read the transcript: Spirits Depletion USA is -7% comparable with $RI -6% Guiness is up 9% in USA Tequila is down in USA China is down -13% inline with $RI -12% Johnny Walker and Guinness is fine the rest incl. tequila is in pain"
X Link 2025-11-07T14:22Z [----] followers, [---] engagements

"2/x The Tequila slide Premium & ultra is on fire $cuervo $CPR"
X Link 2025-11-07T16:17Z [----] followers, [---] engagements

"3/x GenZ is the Cocktail gen imo Spiritz = Aperol Campari - Margarita= Tequila Cointreau or grand marnier - $CPR is well positioned here"
X Link 2025-11-07T16:33Z [----] followers, [---] engagements

"@gezzogero Train operator chiba to tokyo + airport narita roe 20%"
X Link 2025-11-08T22:41Z [----] followers, [---] engagements

"@david_katunaric Great Its a better tradeoff- Always looking for comments from smart investors. for $DEO a new CEO is good but this takes time look at Starbucks still struggling. Johnny Walker and guinness are beast but the rest is a bit weak imo"
X Link 2025-11-10T13:35Z [----] followers, [---] engagements

"@contrarcap My cost is 2.5$ - 100$ on the first day - [--] split occurred a [--] to [--] around [----] - goog + googl + a [--] to [--] - so its a [---] bagger in [--] years"
X Link 2025-11-10T13:45Z [----] followers, [---] engagements

"Go to the source if you want data https://maps.nrel.gov/speed-to-power/data-viewervL=6834e82591241decedd4ef8c%2C682746c9d58843cf7876093e%2C6838ae2891241decedd4ef8f%2C685c736d77a7c73f0a473a5d&b=%5B%5B-138.189631%2C22.782078%5D%2C%5B-35.999335%2C51.854127%5D%5D https://maps.nrel.gov/speed-to-power/data-viewervL=6834e82591241decedd4ef8c%2C682746c9d58843cf7876093e%2C6838ae2891241decedd4ef8f%2C685c736d77a7c73f0a473a5d&b=%5B%5B-138.189631%2C22.782078%5D%2C%5B-35.999335%2C51.854127%5D%5D"
X Link 2025-11-10T14:45Z [----] followers, [---] engagements

"@PythiaR Raising Production rate this year and until [----] of Airbus [---] and Boeing [---] gives a lot more visibility of growth for $SAF (and $GE) than $TDG"
X Link 2025-11-12T12:49Z [----] followers, [---] engagements

"Why it takes [--] days for the canadian market to react after the very positive news from $BBD the CAN market is often so slow. Note to myself never buy before a release"
X Link 2025-11-12T16:59Z [----] followers, [----] engagements

"4.2m net income +123% yoy magnifique $DBO @SutjeSH @memyselfandi006 h/t @maxwellhouse99 for pointing me to this old stock from my home town Discl long https://www.globenewswire.com/news-release/2025/11/12/3186918/0/en/D-BOX-Reports-Multiple-Record-Setting-Quarter-and-4-5-Million-Net-Profit-in-Second-Quarter-Fiscal-2026.html https://www.globenewswire.com/news-release/2025/11/12/3186918/0/en/D-BOX-Reports-Multiple-Record-Setting-Quarter-and-4-5-Million-Net-Profit-in-Second-Quarter-Fiscal-2026.html"
X Link 2025-11-12T23:23Z [----] followers, [----] engagements

"@RihardJarc I personnally think that $nvda wide change in supporting infrastructure (cooling 800v ) is so high that they might have created a gap too wide from existing data center that existing data center will simply not adopt their way and wont make the switch - TPU might be used instead"
X Link 2025-11-13T14:21Z [----] followers, [---] engagements

"this is what a nice turnaround look like - very smooth"
X Link 2025-11-13T15:26Z [----] followers, [---] engagements

"@memyselfandi006 Great update on $EUR (Eurokai) Thanks. Hamburg requires modernization right for expansion The 100m might be used for this. Rightmove is a great find at 20x earnings. Will start to investigate this one as well. On Wise I increased a bit my stake when it dropped to [---] moment"
X Link 2025-11-13T19:54Z [----] followers, [---] engagements

"related to $BBD and $SAAB .King Carl XVI Gustaf and Queen Silvia of Sweden will be visiting Canada next week to help getting Gripen sold and build in Canada - Relation has always been good between https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/ https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/"
X Link 2025-11-14T13:11Z [----] followers, [----] engagements

"thank you for letting me buy some cheap $CNR Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn"
X Link 2025-11-14T16:09Z [----] followers, [----] engagements

"though year. Real economy in USA is suffering. This translate into decline in one of the best cement co out there $MCEM Discl.: I like $MCEM but I exited mostly from $MCEM this summer after seeing operating decline to buy into growing opportunity and limit my USA exposure"
X Link 2025-11-15T13:39Z [----] followers, [----] engagements

"The AWACS of the 21st century (Global [----] can fly at [-----] ft and support [--] generators) $BBD.B $SAAB Nato country line-up potential + with L3harris +"
X Link 2025-11-16T00:46Z [----] followers, [---] engagements

"@MrJoKeR604 building jet capability in Canada is strategic - tech transfer I am sure $BBD will improve on $SAAB Gripen for the next generation . Bombardier aerospace capability is great. We have to think LT. How can we defend our country from 51st state threat withF35 that can be turn off"
X Link 2025-11-16T19:11Z [----] followers, [---] engagements

"@MarkJCarney said Saturday in Montreal (translated in French loosely) : the days where 70% of our defense spent are products bought from USA are long gone. This is finish . Finish for americans - related to $SAAB $BBD Exact quote in French: https://www.985fm.ca/audio/737597/ca-c-est-fini-pour-les-americains-mark-carney https://www.985fm.ca/audio/737597/ca-c-est-fini-pour-les-americains-mark-carney"
X Link 2025-11-16T20:09Z [----] followers, [----] engagements

"@dennisihong There is a non tech mantra within the WB club. I tried to convince disciples travelling to Omaha once a year to buy Google circa [----] all the way to [----] and they never did it"
X Link 2025-11-16T22:16Z [----] followers, [----] engagements

"F35 depends on essential SW updates and parts from USA but NO kill switch - bye bye F35 IMO with a 51th state threats hello Gripen $SAAB $BBD @corpusavatar No I'm stating this: 1) A US made aircraft is subject to the same terms of use as other US weapons. See Ukraine; 2) Supplies of US parts are subject to US govt approval. See Iranian F14s. 3) "Kill switch": mission data files must be updated. Watch this: https://t.co/Rzzuv1ok21 @corpusavatar No I'm stating this: 1) A US made aircraft is subject to the same terms of use as other US weapons. See Ukraine; 2) Supplies of US parts are subject to"
X Link 2025-11-20T14:56Z [----] followers, [---] engagements

"Great for Canada and $BBD FYI $SAAB can only convert [--] Global6000 into Globaleye and Canada would do the conversion themselves. Montreal has a lot more aerospace capability than Stockholm to ramp up production quickly IMO https://www.theglobeandmail.com/business/article-saab-build-globaleye-military-surveillance-plane-in-canada/ https://www.theglobeandmail.com/business/article-saab-build-globaleye-military-surveillance-plane-in-canada/"
X Link 2025-11-20T15:06Z [----] followers, [---] engagements

"I dont know if they are not making a mistake here. $RI keeps a portfolio of local speciality niche product like not cheap product just niche less volume but good ROI I would believe. That number keeps growing in terms of brands and sales. Hearing from you guys Braulio should have made the cut. https://twitter.com/i/web/status/1992905192442913080 https://twitter.com/i/web/status/1992905192442913080"
X Link 2025-11-24T10:36Z [----] followers, [---] engagements

"@shot_change @Kreuzmann13 A bottle of jameson with todays fat $RI payout will be fine. booze is booze. to get through the falling knife period"
X Link 2025-11-27T13:39Z [----] followers, [---] engagements

"To follow-up on my Discl. [--] co in holdings in order - invest at home avoid being the patsy $BBD.b Bombardier YTD 136% private jets $DOL Dollarama YTD +43% dollar stores $DBO D-Box YTD +456% haptic cinema seats $CNR CN Rail YTD -13% tier1 railway #2 BBD bought at low April during tariff fear Dollarama bought at IPO in [----] DBO average up from 45c to 65c CNR is a new pos last week Discl. only [--] japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8%"
X Link 2025-12-06T00:47Z [----] followers, [----] engagements

"@shot_change enjoying the cold Winter 200% more thanks to this brand new mokki sauna made in with White Cedar powered by $harvia"
X Link 2025-12-08T20:16Z [----] followers, [---] engagements

"With all the sh*t happening thanks to the cronies in the White house expect a SURGE in alcool consumption ;) - might not be luxury product more the STRESS relieve one. Long $RI $CUERVO"
X Link 2026-01-08T15:36Z [----] followers, [----] engagements

"The EU - india free trade is a major positive for $RI -- getting tariff lowered to 40% from 150%. Irish whiskey & cognac. Jameson is already the largest import brand in India"
X Link 2026-01-27T14:07Z [----] followers, [----] engagements

"@SutjeSH getting 6.2% of dividends while waiting. this is part of my income generated subset of portfolio. with hermle and $GPW"
X Link 2026-01-27T14:27Z [----] followers, [---] engagements

"@CJ0pp3l $CDR - no catalyst. just waiting for the new Witcher IV to get release in [----]. then Cyberpunk in 2029"
X Link 2026-01-27T14:31Z [----] followers, [---] engagements

"Capcom issued some great results 9mo - @AltayCapital - friendly bet long short"
X Link 2026-01-28T02:37Z [----] followers, [---] engagements

"@CJ0pp3l @MoistGochu TKMS is THE conventional sub leader. Diamond shape makes it very silent. Issue will be delivery time. but if Marmen can speed up the delivery that would make it a win win. Its not just Germany its Norway as well"
X Link 2026-01-28T10:50Z [----] followers, [--] engagements

"Well X blcked my previous post so resendinglazy gulfstream has not performed proper de-icing test (fuel and wings) 0n their [----] FAA certified G700 plane and will be block by FAA as well by end2026 if they dont do it-"
X Link 2026-01-30T16:34Z [----] followers, [----] engagements

"Of course he has no authority in this manner thank god Nor the Power to remove usa from the cusma (congress Power) with a 6mo delay nor those Boeing Ge or p&w wants to see a trade war in aeronautic"
X Link 2026-01-30T16:44Z [----] followers, [---] engagements

"@danieltilles1 $saab makes the sub long saab"
X Link 2026-01-30T18:02Z [----] followers, [---] engagements

"@SutjeSH Keep those lol we might go back to hard currencies circa Britain middle ge"
X Link 2026-01-30T18:47Z [----] followers, [---] engagements

"@AltayCapital @orrdavid you forgot Canada Pratt&Whitney Canada. Japan does not make engine"
X Link 2026-01-31T23:13Z [----] followers, [--] engagements

"@AltayCapital @orrdavid they do have their own line of engines but if focus only on HQ. there are only [--] companies in this business. Safran GE RR P&W - totally right.China and russia makes their own engine for their jets"
X Link 2026-01-31T23:30Z [----] followers, [--] engagements

"@memyselfandi006 to follow-up: critical SW with zero tolerance from hallucination to make engine aircraft chips parts with 1000s rules of know how Catia Solidworks Siemens Nx Synopsis ansys. Not sure about autocad"
X Link 2026-02-02T12:31Z [----] followers, [---] engagements

"@AltayCapital Nope [--] zero for you ;)"
X Link 2026-02-04T03:33Z [----] followers, [---] engagements

"Mindset shift: everytime Trump Vance Bessent would say something Mad or evil I would get Mad now I smile: the USA just gets weaker and more isolated & that all fine with me dont care anymore"
X Link 2026-02-05T04:26Z [----] followers, [---] engagements

"$SAAB q4 out Book to Bill 3.6x Sales +34% EBIT +50%"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"$ri pernod Ricard performing like a high flyer who would have thought"
X Link 2026-02-05T15:47Z [----] followers, [---] engagements

"The first days of January of often quiet and boring. so I hope you find this read in the danger zone entertaining and fun -www.wintergems.com"
X Link 2026-01-01T17:14Z [----] followers, [----] engagements

"@valuedrift Eurokai is getting the perfect storm (Gemini consortium moving big time away from HHLA Hambourg to EuroGate German ports) + tariff disruption creating logistics bottleneck very lucrative for storage revenue"
X Link 2025-07-16T20:49Z [----] followers, [---] engagements

"When gezzogero gets bulish on a stock i pay attention. BTW okano valve still delivered above expection results 1/ AeroEdge ($7409.T) Manufacturer of low-pressure turbine blades for the LEAP engine (A320Neo 737MAX and C919) uniquely levered to multi-year order backlogs of the two best-selling narrow-body jets in the world. MC [----] B ($ [--] M) EV [----] B EV/EBIT 16.9x 1/ AeroEdge ($7409.T) Manufacturer of low-pressure turbine blades for the LEAP engine (A320Neo 737MAX and C919) uniquely levered to multi-year order backlogs of the two best-selling narrow-body jets in the world. MC [----] B ($ [--] M)"
X Link 2025-07-17T14:01Z [----] followers, [----] engagements

"@evfcfaddict @LaughingH20Cap Very unique portfolio a lot of stocks including an infra play in my home turf Tks Andy"
X Link 2025-07-22T15:41Z [----] followers, [---] engagements

"@evfcfaddict we have no overlap my friend - incredible considering how often we interact- I might be your contra so I am the the contra of that contra whatever it means :)"
X Link 2025-07-28T14:47Z [----] followers, [---] engagements

"Good take. Feels a lot like [----] to me - done that got the T-shirt lost my high tech job in [----]. March [----] would be [--] months away. Lets see. Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early [----]. Im still convinced it will take the wider economy yearsmaybe Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility"
X Link 2025-09-06T15:39Z [----] followers, [----] engagements

"@TerryMHogan @googl Was just a fanatic user of google search then bought on the first day at a forward PE of [--] (option cost excl.)"
X Link 2025-09-16T12:38Z [----] followers, [----] engagements

"@hummingbird228 @googl Bought at lunch of the ipo day - 20x forward pe if you excluded the option cost (based in the S1) was growing at 100% rev and was a no brainer for me. Purchased at 100$ but some bought it at 88$ that day. 40to1 split. Market cap was around 20B if i recall"
X Link 2025-09-16T14:33Z [----] followers, [---] engagements

"@evfcfaddict patience and average up"
X Link 2025-09-19T17:50Z [----] followers, [---] engagements

"@memyselfandi006 Thanks I have been buying most European champions identified by @memyselfandi006 since [----] and so I was quite shocked when this master asked for this Q&A"
X Link 2025-09-29T20:41Z [----] followers, [---] engagements

"my next post in wintergems will be a deep dive in the [--] strategic brands"
X Link 2025-10-01T13:56Z [----] followers, [---] engagements

"85% drop of us spirit exports to Canada - this is THE WAY"
X Link 2025-10-06T14:47Z [----] followers, [---] engagements

"@memyselfandi006 If this get to be [---] bagger we will be living in a ocean of Jameson https://x.com/govro12/status/1976348495167836296 https://t.co/5hFSAWppyU https://x.com/govro12/status/1976348495167836296 https://t.co/5hFSAWppyU"
X Link 2025-10-09T19:54Z [----] followers, [---] engagements

"Fact [--] : YouTube represents just 15% of Google revenue Fact2 : YT returns 55% to content provider up to 70% if fan fees so incl. Video streaming cost GM gets into 30% imo Fact3: overall GM of google is 60% Thus YT income is just 7% of google so Not a reason to buy it imo"
X Link 2025-10-26T21:19Z [----] followers, [---] engagements

"@atelicinvest Why the hell would you pay that amount"
X Link 2025-11-02T19:39Z [----] followers, [---] engagements

"@atelicinvest I found reading the actual annual report the actual transcript you learn a lot more about the management culture information and so on that just getting a mumbo jumbo tone down summary without color"
X Link 2025-11-02T19:43Z [----] followers, [---] engagements

"@scaling01 Wish I could short this puppy"
X Link 2025-11-04T16:42Z [----] followers, [----] engagements

"@JerryCap TSMC and Apple are isolated from that. Apple and Google are the [--] amigos. you let me own the device and I wont do search and AI. I'll do inference on the device. Probably bearish the most for oracle nvidia to a less degree AMZN(GCP) MSFT META (YT)"
X Link 2025-11-08T12:49Z [----] followers, [----] engagements

"@gezzogero The land transportation is a good turf az-com also has high roe $9090"
X Link 2025-11-08T22:29Z [----] followers, [---] engagements

"@oguzerkan This is tough to predict. Issue is that older TPUs / GPU might have to be turn off to put latest gen like ironwood /B100 on existing data enter retrofit with cooling system. This hasnt been done yet. imagine the pain but might be necessary in 2026"
X Link 2025-11-10T19:44Z [----] followers, [---] engagements

"$LPE Laurent Perrier.published result TODAY. Did a quick post on it Value Alert"
X Link 2025-11-28T13:45Z [----] followers, [----] engagements

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