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@pgperry Avatar @pgperry Phil Perry

Phil Perry posts on X about investment, $adbe, meta, stocks the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social category influence stocks finance technology brands fashion brands countries currencies cryptocurrencies

Social topic influence investment, $adbe #36, meta, stocks, $meta #214, summary, $amd #449, deep dive #949, adobe, integration

Top assets mentioned Adobe, Inc. (ADBE) Metadium (META) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Amphenol Corporation (APH) Meta Platforms, Inc. (META) Doximity, Inc. (DOCS) Intuitive Surgical, Inc. (ISRG) Shopify Inc (SHOP) Insulet, Corp. (PODD) Taiwan Semiconductor (TSM) Nike Inc (NKE) Airbnb Inc (ABNB) Novo-Nordisk (NVO) PayPal Holdings Inc (PYPL) Deckers Outdoor, Corp. (DECK) DexCom, Inc. (DXCM) Abercrombie & Fitch Co. (ANF) Lululemon Athletica Inc (LULU) NVIDIA Corp. (NVDA) Wing Finance (WING)

Top Social Posts #

Top posts by engagements in the last XX hours

"Here's my investment thesis for Adobe $ADBE I've been building a position since June & it's currently XXX% of my portfolio. I intend to keep buying if the price remains low until it's at least an X% position. I believe this is an incredible value opportunity. Adobe dominates creative and document workflows with recurring subscriptions AI integration and enterprise tools giving it a clear path for multi-year growth. Yet it's being priced as a dying company 🤔"
X Link @pgperry 2025-10-08T16:25Z XXX followers, 8104 engagements

"If we get a market correction from here these are the stocks I dont own that sit at the top of my watchlist along with my target buy prices: Amphenol $APH - $XX Meta Platforms $META - $XXX Doximity $DOCS - $XX Netflix $NFLX - $XXX Intuitive Surgical $ISRG - $XXX Shopify $SHOP - $XX Insulet $PODD - $170"
X Link @pgperry 2025-10-17T07:58Z XXX followers, XXX engagements

"Taiwan Semiconductor Manufacturing $TSM Q3 results are solid. Here's a summary of their prepared remarks: Financial & Operational Highlights: Third quarter revenue increased X% sequentially in NT and XXXX% in USD to $XXXX billion slightly ahead of guidance. YoY revenue increased 30.3%. Gross margin increased XXX percentage points sequentially to 59.5%. Operating margin increased XXX percentage points sequentially to 50.6%. EPS was TWD XXXXX up XX% year-over-year; ROE was 37.8%. Cash and marketable securities: TWD XXX trillion (USD XX billion). Cash flow from operations: TWD XXX billion;"
X Link @pgperry 2025-10-16T15:48Z XXX followers, XXX engagements

"There are plenty of great growth stocks right now but it may not be the best time to chase all time highs. Here are seven high-quality names the markets ignoring that I think offer real value and growth: $NKE $DECK $ABNB $TRN.L $NVO $ADBE $PYPL Yes I own them all 😁. Im confident holding these for the next five years will deliver market beating returns. I have 100%+ gains in $AMD $TSM & $CELH all bought when they were unloved but well-valued. Research and conviction matter"
X Link @pgperry 2025-10-16T09:36Z XXX followers, XXX engagements

"Here's my investment thesis for DexCom $DXCM. It's a stock I've had my eye on for a while now. They sell continuous glucose monitoring systems to help people with diabetes. It's share price is XX% of it's all time highs & at the same price it was in March 2020 so I thought I'd take a proper look. I don't currently have a position but I am seriously considering opening one. Any holders out there"
X Link @pgperry 2025-10-17T09:56Z XXX followers, XXX engagements

"Hi thanks for the follow. I've looked briefly at $ANF the analyst expectations don't excite me. Expected EPS for 2028 is $XXXXX which is below where it was last year. I'm more tempted by $LULU for a bottomed out fashion play but need to do more research there as well. What do you like about $ANF Like I say I haven't spent much time looking at it so likely missed something"
X Link @pgperry 2025-10-16T14:59Z XXX followers, XXX engagements

"I haven't given any book recommendations for a while. Here are nine books I've read so far this year that I recommend: How to Pick Quality Shares (Phil Oakley) The Elephant in the Brain (Kevin Simler) Chip War (Chris Miller) Solve For Happy (Mo Gawdat) Deep Work (Cal Newport) Sam Walton: Made In America (Sam Walton) Poor Charlie's Almanack (Charles T.Munger) What I Talk About When I Talk About Running (Haruki Murakami) The 4-Hour Work Week (Timothy Ferriss)"
X Link @pgperry 2025-10-17T10:56Z XXX followers, XXX engagements

"As promised here is a brief overview of my portfolio which is currently made up of XX holdings. They're in position size order with a brief reason for holding. Advanced Micro Devices $AMD XXXX% $XXX cost base XX% profit. XX% plus EPS growth expected for next 4-5 years on a PE less than XX (at time of buy). Undervalued vs Nvidia with high quality portfolio of CPU'S & GPU's which are essential for AI & dta centres. Great CEO in Lisa SU. Nike $NKE XXX% $XX cost base XX% profit. Turnaround play with new CEO Elliot Hill who has been with the company for decades. Getting back to what they're good"
X Link @pgperry 2025-07-28T19:59Z XXX followers, 1653 engagements

"Here is my deep dive investment thesis for Ashtead Technology Holdings #AT. A UK based company that provides rental equipment to the subsea energy industry. I have a position which forms XXX% of my portfolio with an average entry price of 417p. Read on past the first page for a lot more detail I run through most aspects of the business"
X Link @pgperry 2025-08-21T10:28Z XXX followers, XXX engagements

"I'm happy with Ashtead Technology Holdings #AT. H1 results. There's certainly room for improvement but my thesis remains intact. For my full investment thesis take a look at my deep dive from last week. Revenue growth of XX% was below expectations due to a number of factors including the US policies on tariffs & offshore wind development military activity in the Middle East & FX movements. All external factors which should ease over time. They say they are still on track for full year expectations. Organic growth was only XXX% which isn't great at all however it sounds like this will improve"
X Link @pgperry 2025-08-26T08:24Z XXX followers, XXX engagements

"Here's my investment thesis for Wingstop $WING I've been building a position since March this year currently XXX% of my portfolio & I'd like to build to 6-7%. I never see this stock being talked about on X I think it has an incredible growth story & the recent pull back may represent a buying opportunity"
X Link @pgperry 2025-09-30T10:40Z XXX followers, 1158 engagements

"Tristel TSTL.L FY results were out this morning. When results are released I usually read through the report & highlight useful information & figures then save as a PDF. That's just my way of going through the info & storing for future reference. Today I made a protocol for ChatGPT to go through the PDF I made & collate all the parts I highlighted into a summary. Thought it may be of interest to some people here it is: Financial & Operational Highlights: Another year of double-digit revenue growth XX% growth in adj. pre-tax profits and strong cash generation Turnover up XX% to 46.5m (2024:"
X Link @pgperry 2025-10-13T17:05Z XXX followers, XXX engagements

"@devineni6 I'm not expecting $META to fall to $XXX to be honest but if it does I'll buy. These are simply the prices my value calculation comes out with. It doesn't mean I think the prices will hit. But if we do get a big crash I'm prepared & will have conviction at these levels"
X Link @pgperry 2025-10-17T11:00Z XXX followers, XX engagements