@lionelwoodLLC LMLM posts on X about une, qui, market, $tep the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies automotive brands currencies celebrities exchanges fashion brands social networks
Social topic influence une, qui, market, $tep, inflation, palantir, mal, cest, $smcp, tesla
Top accounts mentioned or mentioned by @valueinvest12 @wearycenturion @abel_8375 @remiguelfi @qualitystocksa @alc2022 @pepiteseurope @stocksavvyshay @mrderivatives @ryanazrealtor @saxenapuru @youtube @phareaon @leiska2003 @daveyjuice @ulfhuse @vonevereco @investtrade10 @banana3stocks @charliebilello
Top assets mentioned Tesla, Inc. (TSLA) DLocal Limited (DLO) Spotify Technology (SPOT) eToro Group Ltd (ETOR) Bill.com Holdings, Inc. (BILL) ZetaChain (ZETA) VU (VU) Pinterest, Inc. (PINS) Freshworks Inc. (FRSH) Klarna Group plc (KLAR) Microsoft Corp. (MSFT) Zoom Video Communications Inc (ZM) Bumble Inc. (BMBL) CyberConnect (CYBER) Alphabet Inc Class A (GOOGL) Mobileye Global Inc. (MBLY) Palantir Technologies Inc. (PLTR) Semrush Holdings, Inc. (SEMR) Abercrombie & Fitch Co. (ANF) DoorDash Inc. (DASH) Robinhood Markets, Inc. (HOOD) Crocs, Inc. (CROX) PayPal USD (PYUSD) DoubleVerify Holdings, Inc. (DV) HUBSPOT, INC. (HUBS) monday.com Ltd. (MNDY)
Top posts by engagements in the last [--] hours
"Cest quoi le rationnel dun PE [--] sur $SMCP vrai question"
X Link 2023-06-02T06:42Z [----] followers, [----] engagements
"$ZM je pense que ZOOM est un Microsoft en devenir. Faut laisser un peu de temps le diversification a commenc et lhybridation du travail + AI reprsente une formidable opportunit de rebattre les cartes Lecture interessante (en Anglais)"
X Link 2023-06-16T08:04Z [--] followers, [--] engagements
"Ce que jinterprte: - KKR rachet 18Mds$ de prt BNL en cours - 1mds$ des 18Mds$ vont servir des rachats dactions - KKR va porter les prts BNL futurs hauteur de 40Mds - $Pypl se dcharge du BFR + risque sur prt et se rmunre sur le check-out Top deal đĒ"
X Link 2023-06-20T12:01Z [--] followers, [----] engagements
"$TEP qui parie đĒŠ"
X Link 2024-03-09T11:50Z [----] followers, [--] engagements
"@Quality_stocksA I have added Darktrace just before earning up 40% since đ love QT group and aixtron will have a look at the full list. Please continue this amazing work"
X Link 2024-03-17T18:54Z [----] followers, [----] engagements
"Adobe de 017$ 521$ en [--] ans x3065 đĨ Il y a une bote introduite en [----] en Allemagne (ligible PEA) qui presente beaucoup de facteurs de succs communs jai nomm Teamviewer. Allez voir faites vous votre ide. Disclamer: actionnaire Teamviewer"
X Link 2024-03-20T11:40Z [----] followers, [--] engagements
"@saxena_puru @YouTube Tesla start FSD with Mobileye Mobileye decided to stop the collab because tesla was pushing to much. Mobileye will be the Nvidia of car ships"
X Link 2024-03-20T11:43Z [----] followers, [---] engagements
"@Quality_stocksA We miss my darling Dlocal đ
"
X Link 2024-03-27T15:54Z [----] followers, [--] engagements
"@phareaon Cest pas vraiment la mme chose il faut regarder ce quil font sur le ready to eat au us avec leur filiale factor galement. Enfin bon je pense quils seront rachet par walmart ou amazon in fine"
X Link 2024-04-22T21:01Z [----] followers, [--] engagements
"$dlo Dlocal = [--] life opportunity in 955$"
X Link 2024-05-17T15:09Z [----] followers, [---] engagements
"@Leiska2003 @value_invest12 I do not get it money is expensive you can run it at 5% with out risks why are there vs taking the risks of being stuck with a stock deeply undervalued that can be takeover from [--] day to the other + able to buy back agressively"
X Link 2024-05-23T09:01Z [----] followers, [---] engagements
"@value_invest12 43% upside is hold when usually +30% is a buy đ¤Ŗđđ"
X Link 2024-05-23T11:21Z [----] followers, [---] engagements
"$bill: momentum đŗ"
X Link 2024-05-24T15:45Z [----] followers, [---] engagements
"@StockSavvyShay I would flag $bill on the software vs fintech"
X Link 2024-05-27T16:08Z [----] followers, [---] engagements
"@davey_juice The company is about to buy 8% of its shares almost 30% of the free float at this price only with the cash-flow price below 10x next year PE growing topline 30+. Market is inefficient. Adding too at theses price for a company that have infinite TAM"
X Link 2024-06-05T19:10Z [----] followers, [---] engagements
"@ulf_huse @alc2022 In my 100x bagger list. I see it like Spotify tesla or Amazon market leader still under monetized with ability to double operating margin for many consecutive years. I am a shareholder"
X Link 2024-06-09T17:10Z [----] followers, [---] engagements
"HelloFresh $HFG Bumble $BMBL Dlocal $DLO - PER [----] [--] - buyback 10% shares - short 10% 50x baggers"
X Link 2024-06-19T14:49Z [----] followers, [----] engagements
"@value_invest12 -This is a complicated industry one of the most difficult sector to digitalized so no big margin so far -The period is tough with rates & inflation Those short term headwinds are LT tailwinds for HelloFresh killing competition then it will be a Monopoly like Spotify business"
X Link 2024-06-21T07:31Z [----] followers, [---] engagements
"@StockSavvyShay I have bought SEDG on Friday market reacting to SMA solar PW that SEDG already done few quarters ago while SMA maintained. In addition stock sold off again after JPM morgan downgrade citing same risks. -30% discount for something already in the stock price đ
đ¤ˇđŊâ"
X Link 2024-06-23T12:22Z [----] followers, [--] engagements
"@alc2022 Dead business model considered as a covid only stock. They suffer for the double effect of slowing topline while investing a lot for next phase of growth. The investment is on RTE business while they are not yet there in stabilizing and right sizing mealkit business"
X Link 2024-07-02T10:41Z [----] followers, [---] engagements
"@alc2022 But eventually this will happen returning to growth while improving profitability. It is a h2-24 thing that is going to happen the market will see figures and re rate the stock to me it is very simult to spotify once you reach the correct path it will be always up"
X Link 2024-07-02T10:43Z [----] followers, [--] engagements
"$HFG good luck shortsellers đĨ"
X Link 2024-07-04T09:25Z [----] followers, [----] engagements
"June factor traffic +27% $HFG"
X Link 2024-07-07T10:47Z [----] followers, [----] engagements
"@vonEverecO On ne peut pas avoir cette lecture sur une bote saas en France on est pas habitu aux us seulement la croissance du saas compte. Un saas en croissance de 30% peut se valoriser 10-20 fois surtt en cyber"
X Link 2024-07-18T19:27Z [----] followers, [--] engagements
"@invest_trade10 Cest pas du tout lactualit de la bote il y a des choses plus pertinentes challenger/ discuter mais je pense que tu connais pas la bote"
X Link 2024-07-21T12:29Z [----] followers, [--] engagements
"@Banana3Stocks If you listen carefully yesterday Google annouced they invest 5B$ additionnel in Waymo. Tesla is annoucing FSD. Mobileye CEO was explaining FSD annoucement have a positive impact on OEM asking Mobileye self driving to compete with tesla"
X Link 2024-07-24T06:58Z [----] followers, [----] engagements
"$MBLY (Mobileye) est le futur Nvidia valorisation entreprise 17Mds$"
X Link 2024-07-25T16:58Z [----] followers, [--] engagements
"@charliebilello Where is inflation"
X Link 2025-01-11T13:59Z [----] followers, [---] engagements
"@value_invest12 So just to have this in mind when looking at the valuation sometimes it is included in the valuation sometimes not. Need to look at fully diluted shares"
X Link 2025-01-24T11:52Z [----] followers, [---] engagements
"$ZETA: Next $PLTR"
X Link 2025-04-23T10:12Z [----] followers, [---] engagements
"@Quality_stocksA Worldline"
X Link 2025-04-26T17:18Z [----] followers, [----] engagements
"$ZETA soon short squeeze đ"
X Link 2025-05-08T15:32Z [----] followers, [----] engagements
"@jmllubber @ZetaGlobal Thats more a personal interview around the CEO history"
X Link 2025-05-12T17:39Z [----] followers, [--] engagements
"@yehoshzl Currently there is not a lot of vehicle in the portfolio of stellantis for which it would make sense to have L3. You should Target premium vehicle like VW did partnering with mbly for Audi Bentley Porsche. Stellantis should Target level [--]. The partership VW is a good exemple"
X Link 2025-08-26T16:53Z [----] followers, [---] engagements
"De [--] 50M$ en [--] an $SEMR a des airs de Palantir đ¸"
X Link 2025-09-25T16:11Z [----] followers, [---] engagements
"2 positions prisent sur Euronext hier $Alesk [---] $SMCP [---] đđĩ"
X Link 2023-03-28T06:27Z [----] followers, [----] engagements
"$SMCP in đ¸"
X Link 2023-05-31T12:36Z [----] followers, [----] engagements
"$Alesk travaille sur le dveloppement en interne de large language model in house ultra long đĒ https://www.lemagit.fr/actualites/366538354/Esker-integre-ChatGPT https://www.lemagit.fr/actualites/366538354/Esker-integre-ChatGPT"
X Link 2023-06-29T05:55Z [----] followers, [---] engagements
"$TEP 37x le cash flow le march a de limagination 8% de short đđđŊ"
X Link 2025-09-03T06:23Z [----] followers, [----] engagements
"$tead x1 Editda đđđŊ"
X Link 2025-09-03T14:40Z [----] followers, [---] engagements
"Pluxee: Entreprise value 835M FCF: 250M EV/ FCF: [---] Revenue growth: double digit đđŊ"
X Link 2025-09-09T08:15Z [----] followers, [----] engagements
"+23% sur le call Soitec đ"
X Link 2025-09-23T08:31Z [----] followers, [----] engagements
"Buy back yield 20% les short tiendront pas $ANF"
X Link 2025-10-17T14:27Z [----] followers, [---] engagements
"Delivery hero en a sous le pied proche de la profitabilit. Doordash vaut 10x plus comparativement đ¤đŊ"
X Link 2025-10-24T08:34Z [----] followers, [---] engagements
"@value_invest12 Entreprise are in a lets try it mode with no short term questioning on ROI. This is usually a phase were you see only early adopters cohort while here basically all companies join early. We already are a peak customer acquisition churn will be massive"
X Link 2025-10-31T08:00Z [----] followers, [---] engagements
"$ETOR All Time low (EV/CA: x2) $HOOD All Time high (EV/CA: x31) đ"
X Link 2025-10-31T19:25Z [----] followers, [---] engagements
"@Javier_Igea 20% short interest and all Time low thats perfect for buy back"
X Link 2025-11-11T17:06Z [----] followers, [--] engagements
"$CROX va surperformer beaucoup dassets long term"
X Link 2025-11-12T07:06Z [----] followers, [---] engagements
"@fabj86 @riyadosofian It is a question of scale sbc are flat yoy while revenues is +25%. + they comitted to buy back Sbc was a concern for Palantir before too The company is gaap profitable so dilution can be offset"
X Link 2025-11-12T13:07Z [----] followers, [--] engagements
"Pluxee 2mds de valo 12Mds de cash net et FCF a 250M. EV/ FCF: [--] MDR"
X Link 2025-11-14T09:46Z [----] followers, [---] engagements
"@RandianCapital This has been waived for 186M$ 50% discount"
X Link 2025-11-15T18:13Z [----] followers, [---] engagements
"@BillDri96053499 Where did you find the prsentation"
X Link 2025-11-18T11:29Z [----] followers, [---] engagements
"Store of value"
X Link 2025-11-21T07:03Z [----] followers, [---] engagements
"@value_invest12 I believe blackstone is preparing to exit they have been sucking the FCF since IPO this will be very bullish"
X Link 2025-11-23T13:56Z [----] followers, [----] engagements
"@weary_centurion Indeed 10% FCF price Target is stupid You factor the worst of the worst case with no potentiel tailwind. But if PayPal stay disciplined increasing FCF/ share continue to buy back 6B$ share per year then literally they will create on of the most beautiful shareholder return"
X Link 2025-11-25T10:36Z [----] followers, [---] engagements
"@Mr_Derivatives Or short both"
X Link 2025-11-25T12:08Z [----] followers, [---] engagements
"@cuanmoneyclub 5b$ 4b$ is by the end of the month"
X Link 2025-11-25T16:42Z [----] followers, [---] engagements
"@weary_centurion Agentic commerce will increase the adoption of $PYUSD"
X Link 2025-11-26T18:38Z [----] followers, [---] engagements
"$TEP vaut 33x le FCF $PLX.PA vaut [--] x le FCF vaut [--] x le FCF http://TMV.DE http://TMV.DE"
X Link 2025-12-02T16:59Z [----] followers, [---] engagements
"$TEP Teleperformance MM20 MM50 MM100 MM200"
X Link 2025-12-04T09:07Z [----] followers, [----] engagements
"@Aureliusltd28 Which downside Growing 7% topline and +20% EPS is a downside"
X Link 2025-12-05T06:31Z [----] followers, [---] engagements
"@qualtrim Add match group"
X Link 2025-12-14T16:47Z [----] followers, [----] engagements
"@weary_centurion - Venmo monetisation starting - Braintree back to profitable growth - lauching agentic commerce in [--] - scaling PYUSD - launching PayPal World in [--] - launching ad business in [--] - PayPal bank 27"
X Link 2025-12-22T15:00Z [----] followers, [--] engagements
"@Mr_Derivatives The only one that is going to buy PayPal is PayPal itself 10% buyback yield"
X Link 2025-12-30T16:29Z [----] followers, [---] engagements
"@Ryan_AZRealtor @weary_centurion Are you unhappy with the execution or the communication"
X Link 2026-01-05T19:16Z [----] followers, [--] engagements
"@Ryan_AZRealtor @weary_centurion @acce 7% TM growth in 25"
X Link 2026-01-05T20:42Z [----] followers, [--] engagements
"$VU #VUSION est le Palantir deuronext. x100 de potentiel đđ¤đŊ"
X Link 2026-01-27T06:55Z [----] followers, 11.5K engagements
"Adyen vaut 30b$ pour 14T$ de volumes. Stripe vaut 140B$ pour 14T$ de volumes. Le march a du mal la payer un PE [--] đ¤Ŗđ"
X Link 2026-02-12T14:04Z [----] followers, [----] engagements
"http://dlvr.it/S6sNN0 http://dlvr.it/S6sNN0"
X Link 2021-09-03T12:35Z [----] followers, [--] engagements
"$ALFEN demand zone"
X Link 2025-05-16T11:50Z [----] followers, [----] engagements
"Bon timing pour Double verify leader march le second du march IAS est rachet ce jour 19B$ quand le march valorise $DV 17B$ đ https://www.reuters.com/legal/transactional/private-equity-firm-novacap-buy-integral-ad-science-19-billion-deal-2025-09-24/ https://www.reuters.com/legal/transactional/private-equity-firm-novacap-buy-integral-ad-science-19-billion-deal-2025-09-24/"
X Link 2025-09-24T15:41Z [----] followers, [---] engagements
"$PINS est un non sens 137B$ de valo pour +3B$ de cash. Double digit growth et de plus en plus rentable. Rumeur acquisition Zro risk a ce prix"
X Link 2026-02-04T17:04Z [----] followers, [---] engagements
"$OPRA: Market cap 1mds$ Net Income: 100M$ PE:10 Cash et quivalent: 360M$ Debt: 0$ Revenues growth: +25% Mais on est o l"
X Link 2026-02-06T07:09Z [----] followers, [---] engagements
"$FRSH Freshwork se fait dmolir depuis le dbut de lanne sur peur de disruption IA. Ils publient une guidance au dessus des attentes -20% đ"
X Link 2026-02-11T20:16Z [----] followers, [---] engagements
"ADYEN quel sketch le truc perd 26% en [--] jours juste par ce que le march a dcid. Rsultats in line 10mds de cash net. Croissance 20% PER [--] (retraite du cash)"
X Link 2026-02-12T08:35Z [----] followers, 11.7K engagements
"@pepiteseurope Nope"
X Link 2026-02-12T17:05Z [----] followers, [---] engagements
"@azertyuiop_1986 @Abel_8375 Cest comme a en analyse financire"
X Link 2026-02-12T20:02Z [----] followers, [--] engagements
"Il y a des membres de la directions de Vusion dans les epstein file ou quoi đ¤Ŗ"
X Link 2026-02-13T14:52Z [----] followers, [----] engagements
"Klarna qui va acclrer sa croissance juste avant baisse des taux/ inflation. [----] vibes faudra tre l đ"
X Link 2026-02-13T15:27Z [----] followers, [---] engagements
"Les midcap software sont sur des niveaux de valorisations rarement observs quelques boites que jestime extrmement sous valorises: - Double Verify - semrush - progress software - Teamviewer"
X Link 2025-09-24T09:18Z [----] followers, [---] engagements
"EToro - Market cap 21B$ Net Income: 200-250M Cash net 12B$ Voil o en est le march đ $etor"
X Link 2026-02-05T17:45Z [----] followers, [---] engagements
"Bcp dchanges sur Adyen la fin quest ce que les investisseurs vont prfrer payer 30-50x le PE de bote faible croissance ou bien payer Adyen autour de 20x le PE pour une croissance 20% Quelques PE sur entreprise value Essilor [--] Nike [--] LOreal [--] Adyen 20"
X Link 2026-02-15T16:57Z [----] followers, [----] engagements
"Bcp dchanges sur Adyen la fin quest ce que les investisseurs vont prfrer payer 30-50x le PE de bote faible croissance ou bien payer Adyen autour de 20x le PE pour une croissance 20% Quelques PE sur entreprise value Essilor [--] Nike [--] LOreal [--] Adyen 20"
X Link 2026-02-15T16:57Z [----] followers, [----] engagements
"Klarna qui va acclrer sa croissance juste avant baisse des taux/ inflation. [----] vibes faudra tre l đ"
X Link 2026-02-13T15:27Z [----] followers, [---] engagements
"Il y a des membres de la directions de Vusion dans les epstein file ou quoi đ¤Ŗ"
X Link 2026-02-13T14:52Z [----] followers, [----] engagements
"Adyen vaut 30b$ pour 14T$ de volumes. Stripe vaut 140B$ pour 14T$ de volumes. Le march a du mal la payer un PE [--] đ¤Ŗđ"
X Link 2026-02-12T14:04Z [----] followers, [----] engagements
"ADYEN quel sketch le truc perd 26% en [--] jours juste par ce que le march a dcid. Rsultats in line 10mds de cash net. Croissance 20% PER [--] (retraite du cash)"
X Link 2026-02-12T08:35Z [----] followers, 11.7K engagements
"$FRSH Freshwork se fait dmolir depuis le dbut de lanne sur peur de disruption IA. Ils publient une guidance au dessus des attentes -20% đ"
X Link 2026-02-11T20:16Z [----] followers, [---] engagements
"Je sais pas ce que Vusion a fait au short seller mais un moment il va falloir quils lchent le steack đ"
X Link 2026-02-11T10:00Z [----] followers, [----] engagements
"$OPRA: Market cap 1mds$ Net Income: 100M$ PE:10 Cash et quivalent: 360M$ Debt: 0$ Revenues growth: +25% Mais on est o l"
X Link 2026-02-06T07:09Z [----] followers, [---] engagements
"EToro - Market cap 21B$ Net Income: 200-250M Cash net 12B$ Voil o en est le march đ $etor"
X Link 2026-02-05T17:45Z [----] followers, [---] engagements
"$PINS est un non sens 137B$ de valo pour +3B$ de cash. Double digit growth et de plus en plus rentable. Rumeur acquisition Zro risk a ce prix"
X Link 2026-02-04T17:04Z [----] followers, [---] engagements
"Et le market sell off $HUBS alors que cest une des entreprises les mieux place pour lagentic AI I've been working and building in the CRM industry for 30+ years (so have far exceeded the needed [-----] hours). The last big transformation we saw in CRM was over [--] years ago with Salesforce's launch of what became the Cloud CRM. Eventually every (successful) CRM was a cloud https://t.co/HsEnZDpoV0 I've been working and building in the CRM industry for 30+ years (so have far exceeded the needed [-----] hours). The last big transformation we saw in CRM was over [--] years ago with Salesforce's launch"
X Link 2026-02-04T11:16Z [----] followers, [---] engagements
"I've been working and building in the CRM industry for 30+ years (so have far exceeded the needed [-----] hours). The last big transformation we saw in CRM was over [--] years ago with Salesforce's launch of what became the Cloud CRM. Eventually every (successful) CRM was a cloud CRM. The next big transformation is happening now with the advent of AI and agents. But it's not about being "AI first" it's about being CONTEXT FIRST. Context isn't a feature. It's the whole game. Modern AI models are sensationally smart. But success is not just about high IQ it's also about having high CQ (Context"
X Link 2026-02-04T06:54Z 337.9K followers, 64.1K engagements
"$MNDY x3 easy dici fin danne"
X Link 2026-02-04T07:30Z [----] followers, [---] engagements
"La journe commence bien"
X Link 2026-02-02T07:23Z [----] followers, [---] engagements
"$VU #VUSION est le Palantir deuronext. x100 de potentiel đđ¤đŊ"
X Link 2026-01-27T06:55Z [----] followers, 11.5K engagements
"OVH on est pas mal"
X Link 2026-01-27T06:53Z [----] followers, [----] engagements
"OVH on est pas mal"
X Link 2026-01-08T08:36Z [----] followers, [----] engagements
"Ubisoft jai fais ce recap pour mieux comprendre la puissance de chaque franchise. Le top [--] est dans vantage studios le risque est maintenant partag avec Tencent. Le reste 100% propritaire a une valeur boursire ngative. Dans le reste il y a notamment avatar qui cartonne"
X Link 2026-01-07T09:33Z [----] followers, [---] engagements
"Pour moi OVH va tre le stock avoir en [----] alignement des plantes sans prcdents Le gouvernement a lanc un appel d'offres de 200m pour la fourniture de solutions d'hbergement + cloud de confiance #OVHcloud y est cit [--] fois : "fourniture intgration et gestion de services d'infrastructure OVHcloud" đĨđĨ Dcision imminente đ https://t.co/7t5BT8lwuo Le gouvernement a lanc un appel d'offres de 200m pour la fourniture de solutions d'hbergement + cloud de confiance #OVHcloud y est cit [--] fois : "fourniture intgration et gestion de services d'infrastructure OVHcloud" đĨđĨ Dcision imminente đ"
X Link 2025-12-23T13:21Z [----] followers, [---] engagements
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