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Simon Severino | The Sales Booster posts on X about $anet, applovin, $gev, $tsla the most. They currently have XXXXX followers and 1583 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks automotive brands technology brands finance luxury brands cryptocurrencies social networks countries
Social topic influence $anet #100, applovin #87, $gev, $tsla #1163, $meli #71, $app #73, $aapl, $orcl, $amzn, $nvda
Top accounts mentioned or mentioned by @qualitystocksa @qualityinvest5 @fintegrate @ftrinvestors @analyzingai @journeyman15 @grok @comptortoise @dividendtalks @longequity @dissectmarkets @thelongaj @marinvesteert @everydaystocksx @investinassets @youtube @google @valueinvestjpn @jrogrow @iamgkennedy
Top assets mentioned Arista Networks Inc (ANET) Applovin Corporation (APP) GE Vernova Inc. (GEV) Tesla, Inc. (TSLA) MercadoLibre Inc (MELI) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Electroneum (ETN) Advanced Micro Devices (AMD) KLA Corp (KLAC) Astera Labs, Inc. Common Stock (ALAB) Fair Isaac, Corp. (FICO) Axon Enterprise, Inc. (AXON) CatCoin (CAT) Emerson Electric Co. (EMR) General Electric Company (GE) Cadence Design Systems Inc (CDNS) Strategy (MSTR) Palo Alto Networks Inc (PANW) Palantir (PLTR) Lam Research Corporation (LRCX) Broadcom, Inc. (AVGO) Garmin Ltd. (GRMN) Expedia Group Inc (EXPE) PWR Coin (PWR) Crowdstrike Holdings Inc (CRWD) Microsoft Corp. (MSFT) Vertiv Holdings Co (VRT) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) ThunderCore (TT) Volatility Shs TR 2X Ether ETF (ETHU) Docusign Inc (DOCU) Solana (SOL) Rocket Lab USA, Inc. Common Stock (RKLB) iShares BTC Trust (IBIT) SPDR GOLD ETF (GLD) SPX6900 (SPX) Spotify Technology (SPOT) Caterpillar Inc. (CAT) DLocal Limited Class A Common Shares (DLO) Shopify Inc (SHOP) Taiwan Semiconductor (TSM)
Top posts by engagements in the last XX hours
"@ArneUlland Your 2026 will rock. Am down big on top positions too (Harvia The Trade Desk Ferrari). Luckily had also some winners (Arista Networks Fair Isaac AppLovin)"
X Link @simonseverino 2025-10-05T05:13Z 2623 followers, XXX engagements
"Today is one of these days. $APP $MELI $FICO"
X Link @simonseverino 2025-10-07T05:04Z 2624 followers, XXX engagements
"@long_equity Great move. ANET is one of my biggest positions both in my personal portfolio and in my public ETF. Am also intrigued about KLAC any articles you recommend"
X Link @simonseverino 2025-08-30T14:52Z 2620 followers, XXX engagements
"As a fund manager I have the utmost respect for @fundstrat His GRNY is crushing it from the get go Current Holdings of XX Stocks as of 09/24/25: Cons.Discretionary: $AMZN $GRMN $TSLA $EXPE Industrials: $AXON $CAT $EMR $ETN $GE $GEV $PWR $AAPL $ANET $AMD $CDNS $CRWD $KLAC $MSFT $MSTR $NVDA $ORCL $PANW $PLTR $LRCX $AVGO Comm. Services: $GOOGL $META $NFLX $LYV Financials: $AXP $BK $GS $HOOD $JPM $SPGI $WTW Cons. Staples: $COST $MNST Utilities: $VST What do you guys think"
X Link @simonseverino 2025-09-30T03:32Z 2620 followers, XXX engagements
"Best Data Center Play $VRT $TT $ETN $GEV $ALAB $CRDO $ANET"
X Link @simonseverino 2025-08-29T07:11Z 2620 followers, XXX engagements
"Perfect Compounders (4/4 criteria): WiseTech Global: Wide moat widening margins secular growth capital light Fair Isaac (FICO): Wide moat widening margins secular growth capital light Lumine Group: Wide moat widening margins secular growth capital light Topicus: Wide moat widening margins secular growth capital light Palantir: Wide moat widening margins secular growth capital light ServiceNow: Wide moat widening margins secular growth capital light Arista Networks: Wide moat widening margins secular growth capital light Aon: Wide moat widening margins secular growth capital light $HARVIA"
X Link @simonseverino 2025-06-01T06:37Z 2624 followers, XXX engagements
"@fintegrate Same here very strong detractors (Ferrari and Fico) and very strong contributors (Arista AppLovin). More volatile than expected. Glad the options portfolio is steady compounding upwards"
X Link @simonseverino 2025-10-10T12:23Z 2623 followers, XXX engagements
"Options Today $ETHU $TSLA $DOCU $GDXJ $SLV $SOL $SOLT $RKLB"
X Link @simonseverino 2025-10-06T14:38Z 2623 followers, XXX engagements
"Options Plan Today: Sell Cash Secured Puts on $NVDA $AMD $GLD $TSLA $AMZN $IBIT $AAPL $ORCL $SPX"
X Link @simonseverino 2025-10-13T13:20Z 2624 followers, XXX engagements
"Buy $SPOT Today Spotify just posted its first profitable year. But can a music streamer battling Apple Amazon and YouTube ever generate sustainable returns We dissect the three-sided platform economics test whether ROIC clears our XX% threshold and reveal what most investors miss about the podcast monetization engine. With gross margins at XX% and climbing the question isn't if Spotify can compoundit's whether the market realizes it before the re-rating happens. Current price: $672"
X Link @simonseverino 2025-10-09T17:09Z 2623 followers, XXX engagements
"The X best DATA CENTER plays we found: This article evaluates six companies (Arista Networks Astera Labs Vertiv GE Vernova Caterpillar Inc. and Linde) based on ROIC profiles and 5-year growth potential. Including market dynamics driving AI power demand detailed company assessments investment recommendations with tier rankings and strategic portfolio construction guidance to maximize returns while managing risks"
X Link @simonseverino 2025-08-29T14:09Z 2623 followers, XXX engagements
"Just listened to @dLocalPayments CEO Pedro Arnt on why he joined $DLO (Coming from $MELI): "Payments are still incredibly local. The DLO model is: Hey global north (Shopify Amazon) want expand into the global south (Brasil India Africa) Dont worry I take the complexity from you and turn new markets for you into pure marginal gains because I am your pipes and your feet on the ground. As long as global north grows DLO grows.🤯"
X Link @simonseverino 2025-10-14T11:22Z 2623 followers, XXX engagements
"Why $KLAC is positioned to win (Full Valuation) A devastating investigation reveals Lasertec's $23B EUV inspection monopoly is built on fraud - defective tools plagued by contamination XX% uptime and furious customers "begging" KLA to launch competing technology. Intel's mask head was banned from meetings for explosive anger $TSM ceased purchases and the "new" A300 failed evaluation. With superior xenon-based sources vs broken tin plasma billion-dollar R&D investment and CHIPS Act tailwinds KLA is positioned to capture this critical market. But does the current $XXX price reflect this"
X Link @simonseverino 2025-08-30T15:48Z 2620 followers, XXX engagements