@the_analyst_24 Avatar @the_analyst_24 The Analyst

The Analyst posts on X about market cap, ai, just a, deep 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 finance 59% stocks 26% countries 11% technology brands 11% cryptocurrencies 10% currencies 2% financial services 1% social networks 1% automotive brands 1%

Social topic influence market cap #881, ai 12%, just a 10%, deep 10%, gold 9%, in the 9%, investment 9%, we are 8%, company 8%, longterm 7%

Top accounts mentioned or mentioned by @optionsmaster69 @grabsg @plan0815 @0xgl0yalty3 @nflfantasynews @b2goldcorp @kinrossgold @tinybuild @thehumbleco @humblegroupab @tenbaggeraktien @gothamresearch @acapitallp @theanalyst24 @skininthegame @ewhispers @antiwokewar @nuwaysag @mwbresearch @ahsansoorani

Top assets mentioned TripAdvisor, Inc. (TRIP) Grab Holdings Limited Class A Ordinary Shares (GRAB) Waterdrop Inc. (WDH) Bitcoin Gold (BTG) OpenLeverage (OLE) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Metadium (META) Kyndryl Holdings, Inc. (KD) Morgan Stanley (MS) Akamai Technologies, Inc. (AKAM) Nexa (NEXA) EGO (EGO)

Top Social Posts

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

"1/ ⚒ $BTG B2Gold Corp: The Cheapest Large-Cap Gold Miner on the Market With gold hitting record highs ($4500+) B2Gold is transitioning from a high-yield producer to a massive cash-flow powerhouse. I have crunched the numbers on their EBITDA trajectory through [----]. 🧵👇 2/ The Valuation Snapshot (Jan 2026): Market Cap: $6.1B Net Debt: $438M (funding the final Goose ramp-up) Enterprise Value (EV): $6.5B The market is finally waking up to the massive shift in $BTGs production profile. 📈 3/ EBITDA Forecast (Estimated @ current spot prices): 2025: $1.3B (The "Goose" launch year) 2026: $2.9B -"
X Link 2026-01-12T05:49Z [---] followers, [----] engagements

"1/10 An undervalued turnaround play for [----] = $TRIP Tripadvisor Inc🌍 While the market remains obsessed with Googles AI search threat Tripadvisor has quietly transformed into an "Experiences" powerhouse. The current valuation is a mathematical anomaly. Lets break it down. 🧵👇 2/10 The Valuation Disconnect: As of Jan [--] [----] $TRIP trades at approx. $13.20/share with a Market Cap of $1.55B. With over $1.2B in cash and $1.17B in debt we are looking at an Enterprise Value (EV) of nearly $1.5B. 📉 3/10 The Profit Engine: My [----] Adj. EBITDA forecast stands at $435M+ fueled by: ✅ $85M in"
X Link 2026-01-26T16:21Z [---] followers, [---] engagements

"The "New" Eldorado Gold: A $3 Billion EBITDA Monster in the Making The merger between Eldorado Gold $EGO and Foran Mining $Fom.to is a textbook case of "Perfect Timing" meeting "Hard Assets." Ive crunched the numbers from the latest merger presentation and current [----] spot prices. Heres why the "New Eldorado" is an absolute powerhouse. [--] The Strategic Merger Details 🤝 This isn't just an acquisition; its a portfolio transformation. The Deal: An all-share transaction where $EGO acquires Foran Mining integrating the world-class McIlvenna Bay project in Saskatchewan. Ownership Split:"
X Link 2026-02-07T06:21Z [---] followers, [---] engagements

"Why Midea Group is the "Sleeping Giant" of the [----] Tech & Energy Pivot 🌏🔋 1/12 If you still think Midea Group $000333.SZ / $0300.HK is just a "fridge maker" youre missing the biggest industrial transformation in Asia. As of Feb [----] its a global powerhouse for Robotics Smart Energy and Healthcare. 🧵👇 2/12 The Numbers (Real-time check 📊): Current Price: [-----] CNY (9.70 EUR) Revenue (2025e): 461.5B CNY (+12.8% YoY) Net Profit (2025e): 46.2B CNY (+19% YoY) With a Forward P/E of just 12.9x its priced like a legacy firm but growing like a tech conglomerate. 3/12 Valuation Snapshot: The"
X Link 2026-02-09T07:03Z [---] followers, [---] engagements

"🧵 The Deoleo $OLE Turnaround: Market Cap: [--] Mio EV: [---] Mio EBITDA 2026: [--] Mio EBITDA 2028: [--] Mio Why [----] is the "Showtime" Year 🫒🚀 1/ After a brutal 2-year drought crisis the worlds #1 olive oil player (Bertolli Carbonell) is emerging as a lean cash-generating machine. CVC Capital Partners has spent [----] "cleaning the kitchen" for a massive [----] exit. The Re-Rating Case: From [----] to a Fair Value of [----] 👇 2/ The Macro Tailwind: [----] harvests hit 1.4M tons in Spain (+60% YoY). Prices are cooling from 9/kg peaks to a "sweet spot" of 5.50/kg. Deoleo is keeping retail prices sticky"
X Link 2026-01-07T05:42Z [---] followers, [----] engagements

"1/ ⚒ $BTG Asset Deep-Dive: A Portfolio of High-Margin Machines. B2Golds current valuation doesn't reflect the operational quality. Here is the breakdown of the 1M+ oz annual production engine: 🧵👇 2/ Goose Mine (Backbone of the Future)The newly commissioned project in Nunavut Canada is the crown jewel. 2026e Production: [------] oz 2027e Production: Scaling to [------] oz AISC Target: $1150/oz (Life-of-mine estimate) Status: Commercial production reached in late 2025; now ramping up high-grade underground operations. 3/ Fekola Complex (The Cash Cow)The primary driver of group cash flow in Mali"
X Link 2026-01-12T05:51Z [---] followers, [----] engagements

"@NFL_FantasyNews @B2GoldCorp @kinrossgold There will no big switch i guess.2 different kind of Investors.most funds will not buy in in B2Gold because of the mali country risk.the one who bought will keep their shares for the longterm gain and potential"
X Link 2026-01-16T10:55Z [---] followers, [---] engagements

"🧵 The $TBLD Tinybuild Inflection: From "Survival" to "Sovereignty" 🚀 A Deep-Value Indie Powerhouse Trading at a 'Broken' Valuation Before its [----] Breakout. Getting a Top-Tier AA Pipeline for Free while the Back-Catalogue Prints Cash 1/ The Narrative Shift. The market is still treating @tinyBuild as a struggling indie publisher. But the data from [----] tells a different story. We are witnessing a "Triple Threat" recovery: Operational efficiency critical acclaim for new IPs and a monstrous [----] pipeline. 2/ The [----] "Quality Signal." While everyone waits for the big hitters tinyBuilds 2025"
X Link 2026-01-20T04:50Z [---] followers, [----] engagements

"The "Scandinavian Arbitrage": Stora Enso Oyj $STERV.HE - good inflation hedge Securing 1.4M Hectares of Forest for Free by [----] 🌲💎 We are looking at a "Value Unlock" in Stora Enso that essentially hands you one of the worlds largest private forest holdings for $0. Here is the breakdown of the [----] Spin-Off opportunity: [--]. The "Free Forest" Math 🧮 Forest Assets: 1.4M hectares (Sweden/Finland). Land prices in Sweden/Finland are holding steady at 6k9k/hectare. Fair Value: 9.5B - 10B. Current Market Cap: 10.5B. The Arbitrage: Buy the company today - The market assigns almost zero value to the"
X Link 2026-01-26T07:16Z [---] followers, [--] engagements

"1/10 Deep Dive the Humble Group AB $HUMBLE = Sustainable Healthy Growing Ambitious Scalable Is the "Swedish Nestle" finally ready for its prime-time breakout After a massive M&A spree Humble Group AB $HUMBLE is pivoting from growth-at-all-costs to a lean cash-generating machine. [----] is the "Year of Efficiency." A thread. 🧵 2/10 The Fundamentals: Humble just reported Q3 [----] results with a solid 10% organic growth reaching 8.08B SEK in revenue. But the real story isn't just the top lineit's the 80M SEK efficiency program kicking in right now. Margins are finally expanding. 📈 Market Cap:"
X Link 2026-01-26T08:42Z [---] followers, [---] engagements

"13/17 UPDATE: The "Mother of All Deals" hits India Just as $OLE enters its "Showtime" year the macro landscape shifted. On Jan [--] [----] the EU and India finalized a landmark Free Trade Agreement. For the worlds #1 olive oil player this isn't just newsits a turbocharger for the [----] EBITDA targets. 🧵 14/17 The 45% Barrier Crumbles: 📉 India has long been a "fortress" market with a prohibitive 45% tariff on olive oil. The Deal: Tariffs will drop from 45% to 0% over the next [--] years. The Impact: Olive oil is moving from an "elite luxury" to a "middle-class staple" in the world's most populous"
X Link 2026-01-29T07:25Z [---] followers, [---] engagements

"@TenbaggerAktien Puh schon mal in Asien gewesen 😅 Asien und insbesondere Thailand ist deutlich sicherer als Deutschland.aber auf jeden Fall erstmal nen schnen Urlaub 🥳"
X Link 2026-02-03T17:51Z [---] followers, [----] engagements

"AMCOR $AMCR: The Packaging Giant Awakens with a juicy dividend yield of 5.9% Post-merger with Berry Global Amcor isn't just a packaging company anymoreits a global cash-flow fortress. After yesterdays Q2 earnings the thesis is clearer than ever. Here is the deep dive into why $AMCR is the [----] compounding play you cant ignore. 🧵👇 1/ The Numbers (Fresh from Q2 2026) Amcor beat expectations with an Adj. EPS of $0.86 (vs $0.84 est.). Revenue jumped 68% YoY to $5.45B as the Berry integration hits the books. The market is reacting: stock is up +2% today hovering around $44.65. 2/ The "Reverse"
X Link 2026-02-04T04:18Z [---] followers, [---] engagements

"8/ UPDATE: The Inflection is happening NOW. The Feb [----] Trading Update just dropped and confirms the thesis: $TBLD is officially exiting the "trough." Revenue: Trading "slightly ahead" of expectations. EBITDA: Positive in H2 [----] (The turnaround is real). Cash: $4M (Beating forecasts). The market is waking upshares are already reacting. 📈 9/ Validating the "Quality Signal" 🎮 Its not just talk. Recent hits like The King is Watching and Of Ash and Steel are delivering "ahead of expectations." Crucially the back-catalogue is holding firm. This stable cash floor is what funds the 2026"
X Link 2026-02-06T04:42Z [---] followers, [---] engagements

"⚡ Strategic Analysis: The AI Power Surge & The rsted "Fallen Angel" Recovery 1/ The AI Power Hunger: The most significant structural shift in [----] is the AI-Energy Nexus. Big Techs Capex (Microsoft $MSFT Amazon $AMZN Google $GOOG Meta $META) is hitting an estimated $700B+ this year. Their data centers are hungry for "firm" (reliable) carbon-free power. While this lifts the entire sector it highlights the difference between stable providers and turnaround stories. 2/ The rsted Context: 📉 The Anatomy of the Drop: Why rsted Fell 70%+ To understand the [----] outlook we must look at the scars."
X Link 2026-02-08T08:16Z [---] followers, [---] engagements

"Deine Bewertung fokussierend auf den free Cash Flow ist aber auch nicht so perfekt.finde wichtiger den operativen Cashflow fr die Bewertung heran zuziehen.da durch die Investitionen wie momentan in Rechenzentren neue ROI Multiple entstehen und sich so der Cash Flow noch vervielfltigt.alphabet investiert so viel weil sie sonst die Nachfrage nicht bedienen knnen fr die KI Dienste.davon trumen die meisten companys"
X Link 2026-02-09T12:01Z [---] followers, [---] engagements

"@GothamResearch Great one thanks.i did a small follow up tweet about the valuation and situation: https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/"
X Link 2026-02-09T15:30Z [---] followers, [----] engagements

"@optionsmaster69 Good addition it will be interesting to see what Fiver's earnings are like whether it's just a problem for Upwork or a general industry trend"
X Link 2026-02-10T04:46Z [---] followers, [--] engagements

"@optionsmaster69 oh good points.so then the sidelines are much better then to be invested in this area.same with most of SAAS Companys.lets wait for the bottom"
X Link 2026-02-10T07:14Z [---] followers, [--] engagements

"Oh be careful. there could be extreme swings in both directions when the audit findings come out: Long thesis: No changes in the numbers; only changes in internal controls and adjusted free cash flow - factoring (which is Non-GAAP). Short thesis: The audit report will show findings within the actual numbers. I expect massive volatility in the range of 3050%"
X Link 2026-02-11T03:20Z [---] followers, [---] engagements

"@ACapitalLP The business model is solid even in the age of AI. Such a significant separation from IBM especially with the entire ERP system is a huge challenge. I think the company is well-positioned. Now we just have to wait for the audit report"
X Link 2026-02-11T03:24Z [---] followers, [--] engagements

"Kyndryls Opportunity: Kyndryl has a more modern cloud-agnostic approach with its Kyndryl Bridge platform. It has successfully captured the "Consulting" side of AI showing double-digit growth in services that help legacy clients migrate to AI-ready infrastructures. DXCs Challenge: DXC is more focused on internal efficiency and specific SaaS niches (like Insurance). It remains at risk of AI cannibalizing its traditional outsourcing revenue where automated systems might replace human-managed IT services. Opportunity for Kyndryl: If the current accounting irregularities (the reason for the 50%"
X Link 2026-02-11T03:30Z [---] followers, [---] engagements

"Yes good point bcs under the Sarbanes-Oxley Act (SOX) public companies must maintain rigorous internal controls over financial reporting. While the CFO builds the numbers the GC is responsible for the framework of compliance. Kyndryl admitted to "material weaknesses." This suggests that the legal and compliance infrastructure failed to catch or prevent accounting irregularities. If the GC cannot guarantee that the company's internal "policing" is working they lose the confidence of the Board and the regulators. In a positive scenario only the Adjusted Free Cash Flow is incorrect and this is"
X Link 2026-02-11T14:35Z [---] followers, [---] engagements

"@plan0815 Also ich finde beide Postings noch in meiner Timeline 😅 wobei ich von Rezolve weiterhin berzeugt bin und Trip super gnstig ist aber der Markt die Aktie nicht mag.habe Trip mit Verlust verkauft.in Rezolve bleibe ich investiert"
X Link 2026-02-13T16:02Z [---] followers, [--] engagements

"Akamai $AKAM shares are rallying after a Morgan Stanley upgrade Going in the right direction and made a small chart breakout 🥳 Shares made some nice gains since my last posting and now slowly the analyst getting more and more positive. Akamai Technologies $AKAM was upgraded by investment analysts at Morgan Stanley from an "underweight" rating to an "overweight" rating in a research report issued to clients and investors on Monday Marketbeat Ratings reports. The firm currently has a $115.00 target price on the technology infrastructure company's stock up from their previous target price of"
X Link 2026-01-12T15:43Z [---] followers, [---] engagements

"1/15 🧵 The Sleeping Giant of the Copper-Gold Revolution: Why $MUX (McEwen Mining) is the ultimate "Sum-of-the-Parts" play for [----]. 🚀 We are witnessing a historic convergence: Record Gold prices meet a structural Copper deficit. At the center of it all Rob McEwens $MUX. Lets dive into the numbers. 👇 2/15 The "Gold Fuel": As of Jan [--] [----] Gold is testing historic highs ($4800/oz). While many juniors struggle with costs $MUX is hitting its stride. With the Stock Mine (Fox Complex) coming online mid-2026 production is set to double by [----]. 3/15 The EBITDA Engine: My [----] forecast A massive"
X Link 2026-01-22T12:46Z [---] followers, [----] engagements

"The Silent Giant of AI Infrastructure: Why Midea Group is much more than just refrigerators. ❄🤖 While the world fixates on GPU manufacturers the critical bottleneck for the AI revolution is Thermal Management. You cant run $100k H100 clusters if they melt. Enter Midea Group a Chinese titan pivoting from home appliances to a vertically integrated B2B powerhouse. [--] The "Building Tech" Engine (MBT) Mideas Building Technologies division now accounts for 8% of total revenue ($53B+ group total) growing at 20%+ YoY. They aren't just making ACs; they are building the "Lungs" of the Data Center."
X Link 2026-02-09T13:57Z [---] followers, [---] engagements

"The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted "Material Weaknesses." Most investors are running for the exits. But smart money is asking: Is this a fatal blow or a massive mispricing of an IT giant Lets dig in. 👇 2/ The Panic Signal (The "Why"):The market hates uncertainty. CFO Exit: David Wyshner leaving during an accounting probe is a textbook "Red Flag." SEC Probe:"
X Link 2026-02-09T15:13Z [---] followers, 13.5K engagements

"ams OSRAM: THE PHOTONICS REBOUND - Earnings release today After years of restructuring $AMS has finally delivered a "clean" Q4 [----]. The insolvency thesis is dead but the road to tech-champion status is still being paved. Here is the deep-dive. 🧵👇 [--] Q4/25 Results: Delivering on Promises ams OSRAM beat market expectations this morning. Revenue: 874M (strong finish in Automotive). Margins: Adj. EBITDA margin rose to 18.4% proof that cost-cutting is finally filtering through to the bottom line. Cash Flow: 144M Free Cash Flow in FY25. The era of massive cash burn is officially over. [--] 📊"
X Link 2026-02-10T08:39Z [---] followers, [---] engagements

"Nexa Resources $NEXA Deep Dive: The 2026-2028 Transformation 1/11: 🏆Since my last update on $NEXA followers who got in early have already banked 100% returns. But heres the kicker: we are just getting started. This stock still has massive gas in the tank and Im dedicated to bringing my followers even more high-conviction alpha like this. Lets break down why the next leg up is imminent. 2/11: The [----] Foundation Nexa confirmed they hit all [----] targets: 316kt Zinc 33kt Copper and 11MMoz Silver. A key highlight was the Mining C1 cash cost which ended 48% below guidance due to operational"
X Link 2026-02-11T09:06Z [---] followers, [---] engagements

"Nice [--] % gain for my followers: InPost S.A. $INPST to be taken private at 15.60/share Recommended at a price of approximately [-----] Back in my previous analysis I pointed out that while $INPST didn't look "cheap" on paper its explosive growth was the real story. Today that thesis has been fully validated A heavy-hitting consortium led by FedEx and Advent International has just confirmed a recommended all-cash offer for InPost at [-----] per share valuing the company at a staggering [---] Billion. 💰 THE GAINS: For those of you who followed my initial coverage when $INPST was trading around its"
X Link 2026-02-11T14:50Z [---] followers, [---] engagements

"Why Royalty Pharma $RPRX is the "Banker of Biotech" (and why the market misprices it). 1/10 🧬 The Model: Funding not Farming Most pharma investors bet on "science experiments." $RPRX bets on contracts. They don't mix chemicals. They acquire royalty interests in late-stage or approved drugs. Manufacturing Outsourced to Big Pharma. Sales Force Paid for by Big Pharma. Legal Liability Mostly sits with the marketer. $RPRX is a high-margin financing vehicle disguised as a healthcare stock. 🏦💊 2/10 📉 Correction: The "Zero Risk" Myth Some bulls claim "Zero R&D Risk." This is false. While $RPRX"
X Link 2026-02-11T15:58Z [---] followers, [---] engagements

"The $GRAB Earnings Confirmation: Ignore the After-Hours NoiseFocus on the Fundamentals. 1/ Do not be distracted by the 4% after-hours dip. The market is reacting to a minor revenue miss but the "Signal" is deafening: @grabsg has officially shifted from a growth experiment to a Cash-Flow Compounder. We are witnessing the birth of a Southeast Asian monopoly with an exploding Fintech Engine. 2/ Revenue: Quality over Quantity 🚀 Q4 Revenue grew 19% YoY to $906M. While slightly below top-tier analyst estimates the composition of this revenue is what matters. It is high-margin ecosystem-driven and"
X Link 2026-02-12T03:53Z [---] followers, [---] engagements

"German Engineering for Your Eyes: Fielmann $FIE.DE Company Deep Dive and Great earnings Why Fielmann is Redefining Global Eye & Hearing Care 👓👂🚀 1/ Who is Fielmann The "Customer-First" Powerhouse Fielmann is the ultimate "German Mittelstand" success story turned global titan. Before talking billions we must talk philosophy. Founded in [----] Fielmann revolutionized the European market by removing the social stigma of "charity glasses." Their mantra: You are the customer. By focusing on high volume low prices and vertical integration (designing manufacturing and retailing in-house) theyve"
X Link 2026-02-13T04:01Z [---] followers, [---] engagements

"🚨 $AKAM: The Giant is Waking Up. Is a Triple-Digit Explosion Next 🚀 The Edge-Cloud sector just got hit by a dual lightning bolt and the signals are undeniable. If you missed the first two runs from Cloudflare $NET and Fastly $FSLY pay close attention to Akamai $AKAM before Feb [--]. The Setup: [--] Cloudflare $NET set the stage: Reported a massive 34% revenue growth and smashed records with a $42.5M/year annual contractthe largest in its history. [--] Fastly $FSLY ignited the rocket: Skyrocketed +70% after proving that even the smaller players are now printing cash with 23% growth and record 64%"
X Link 2026-02-13T04:18Z [---] followers, [---] engagements

"DEEP VALUE IN THE OUTBACK: The $AAC Investment Case 🥩 Buying $1.00 of assets for $0.50 Australian Agricultural Company owns 1% of Australias landmass. The current share price implies this land is almost worthless. Is this the ultimate "Hard Asset" play for the next [--] years or a classic Value Trap until [----] Here is the deep dive. 👇 [--] The Valuation Disconnect: "The Landlord of Australia"$AAC is not just a farm; its an asset manager. Assets: 6.4m hectares (size of Ireland) & 400k head of cattle. History: Australia's oldest company (est. 1824). The Gap: Trading at A$1.32 vs. Net Tangible"
X Link 2026-02-15T08:08Z [---] followers, [---] engagements

"$NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm EV/EBITDA 2026: [--] ⛏ Nexa Resources S.A.'s business model is an integrated approach: Mining: Extracts key metals (mainly #zinc #copper #lead #silver) from polymetallic mines primarily in Brazil and Peru. #Smelting: Processes the mined ore into refined metals (zinc ingots copper cathodes). Sales: Supplies these refined"
X Link 2025-11-30T04:13Z [---] followers, 10.1K engagements

"The $GRAB Consolidation: From Cash-Burn to Southeast Asias Digital Monopoly 🧵👇 1/ The narrative on @grabsg is shifting faster than the market realizes. We are witnessing the birth of a "Cash-Flow Fortress." While the world focused on user growth Grab focused on the Unit Economics of Dominance. 2/ The "Ground Truth" Signal: 🌏 Field reports from Thailand and Vietnam are clear: Mobility coupons have virtually vanished. Food delivery incentives are drying up. The Result Users are staying. This is the "Hook Phase"Grab has become a daily utility and price elasticity is proving to be incredibly"
X Link 2026-02-03T15:48Z [---] followers, [----] engagements

"Mota-Engil ($EGL): The Infrastructure Giant Wall Street is Missing 🏗💎 While the market was distracted by the January volatility a massive value gap has opened up in the European infrastructure space. Im looking at Mota-Engil SGPS $EGL.LS. Here is why the "Building 2030" trajectory makes this a high-conviction play. 🧵 [--] The Valuation Snapshot (Feb 2026) The market is currently pricing $EGL like a struggling construction firm ignoring its transformation into a high-margin infrastructure operator. Stock Price: $4.85 (4.52) Market Cap: $1.52B (1.41B) Net Debt: $1.86B (1.73B) Enterprise Value"
X Link 2026-02-09T08:20Z [---] followers, [---] engagements

"1/12: The Upwork Post-Earnings Deep Dive Yesterday's $UPWK Q4 earnings report was a classic "Beat and Bleed" scenario. While headlines showed a beat on Top & Bottom line the stock took a -20% hit AH. Is the market overreacting or is AI-disruption finally showing its teeth Let's break it down. 2/12: The Good The Bad & The Ugly 📊 The Good: Revenue hit $198.4M (4% YoY beat). Adjusted EBITDA at $52.9M (27% margin). The Bad: Q1 [----] Guidance missed big. Revenue $192-197M vs $201M expected. The Ugly: Active Clients down 6% YoY. The platform is shrinking while trying to grow. 3/12: The Management"
X Link 2026-02-10T04:10Z [---] followers, [---] engagements

"Tui AG Deep Dive: HISTORIC RECORDS & ASSET SCARCITY - Earnings just published The Q1 [----] earnings are officially out and the numbers are staggering. $TUI has just delivered the best first quarter in the companys history. 🧵👇 [--] A Historic Q1 Record Traditionally winter is a "loss" season for travel. Not this time. Best Q1 Ever: Und. EBIT hit 77.1M (Up +51% vs. 50.9M YoY). This is a record-breaking start to the fiscal year. Revenue: Stable at 4.9B. The Strategy: The pivot is working. TUI is no longer just a reseller of flights; they are a high-margin operator of exclusive holiday experiences."
X Link 2026-02-10T06:37Z [---] followers, [---] engagements

"$MAT vs. $TNIE: A Tale of Two Toy Worlds The Dinosaur vs. The Platform 🧵 1/11 The Brutal Reality Check. While Tonies $TNIE is accelerating Mattel $MAT just hit a brick wall. Yesterdays Q4 results weren't just a miss; they were a systemic warning. $MAT Stock: -30% (Post-earnings collapse) $MAT Q4 EPS: $0.39 (vs. $0.54 expected) The Vibe: Old School manufacturing meets a high-cost "IP Pivot" that's currently bleeding cash. 2/11 Why Mattel is "Old School" 🦖 Mattel is still trapped in the "Hits & Hype" cycle. Barbie Hangover: Without a $1.4B movie every year the doll segment is flatlining."
X Link 2026-02-11T07:53Z [---] followers, [---] engagements

"The $GRAB x Stash Masterstroke: How a $425M Acquisition Just Rewrote the Global FinTech Playbook. 🌏🚀 1/ First lets talk about Stash. For those outside the US: Stash is a pioneering FinTech that democratized investing. Its a "Subscription + Micro-Investing" app that allows users to buy Fractional Shares of stocks and ETFs with as little as $0.01. Its not just a broker; its a financial mentor that automates saving and investing for over [--] million people. 2/ Yesterdays news of @grabsg acquiring Stash Financial isnt just an "expansion"it is a tectonic shift. Grab is no longer just buying"
X Link 2026-02-12T04:03Z [---] followers, [----] engagements

"The Bull is Smoking: $BATS [----] Full-Year Results just dropped 1/ British American Tobacco just dropped their Preliminary Results for FY [----]. The takeaway is clear: The transition from a "legacy cigarette company" to a "high-margin nicotine tech player" is accelerating. 🚀 Lets dive into the numbers. #BAT #Investing #Stocks #Dividends 2/ The Financials 📊 Revenue is up 2.1% (constant currency) to 25.6bn. While the world smokes fewer cigarettes (-2% volume) BAT is winning through Pricing Power and New Categories. Adjusted Operating Margin: 44.0% (Elite-level profitability). Operating Cash"
X Link 2026-02-12T07:39Z [---] followers, [---] engagements

"Humble Group Q4 & Full-Year [----] 🍬📈 The numbers are out and it's time to adjust the model. Humble Group $HUMBLE.ST is transitioning from an M&A machine into an operational powerhouse. Here is the reality check for [----]. 🧵 1/ The [----] Reality Check Net Sales (FY 2025): [----] MSEK (Up +5% YoY). Q4 Sales: [----] MSEK (+1% reported but +6% organic growth offset by -4% currency headwinds). The Takeaway: Growth has normalized. The "hyper-growth" era is over replaced by a focus on sustainable organic scaling. 2/ Profitability & The Pivot Adj. EBITA (FY 2025): [---] MSEK (Margin: 6.9%). Bottom Line:"
X Link 2026-02-13T07:18Z [---] followers, [---] engagements

"DEEP DIVE: SSR MINING $SSRM THE ASYMMETRIC TRADE OF THE DECADE Tomorrow earnings could be the moment the market finally realizes $SSRM is a cash-rich major in hiding. Thesis: The "Distressed Asset" Mispricing vs. The "Supercycle" Cash Machine. The market is currently pricing $SSRM as if it is heading for bankruptcy due to the Turkey incident. This is a fundamental error. The reality is that you are buying a Net Cash positive Americas-focused producer generating massive Free Cash Flow with a "Free Call Option" on world-class Turkish assets. Below is the comprehensive breakdown of why the"
X Link 2026-02-16T04:37Z [---] followers, [--] engagements

"The [----] SAF Landscape & The "Singapore Catalyst" 🌏✈ The Singapore aviation levy is live. This is the tipping point. While US policy wobbles Southeast Asia is building the "Saudi Arabia of Bio-Jet Fuel." Ive analyzed the entire value chain. Here is the Ultimate Breakdown of [--] Public Companies capitalizing on this shift. From Safe Havens to 100x Moonshots. 👇 1/ THE MACRO VIEW Singapore's levy ($0.75 - $32/ticket) funds the price gap between fossil jet fuel and SAF. Demand is now mandated. Supply is the bottleneck. The winners are those who control the Feedstock (Waste Oil/Agri-waste) and the"
X Link 2026-02-16T06:33Z [---] followers, [--] engagements

"🧵 Cyprium Metals $CYM.ax: The Final Piece of the Puzzle is Here 🧩⚒ 1/ Just out: Cyprium Metals has locked in a A$41M Equity Raise at $0.52/sh. 💰 While the market reacts to the discount the real story is what this money UNLOCKS. This is the ultimate "buy the dip" moment before the [----] copper explosion. 🚀 #Copper #ASX 2/ Fully Funded for Nifty: The funds are the fuel for the Phase [--] Cathode Restart. Targeted production: Mid-2026. We aren't talking yearswe are talking months. $CYM is transitioning from a developer to a cash-flow machine. 🏦💨 3/ Copper at $12900/t: 📈 Copper prices are"
X Link 2026-01-23T05:13Z [---] followers, [---] engagements

"Ericsson $ERIC Q4 [----] Earnings Alert: The "Software & API Powerhouse" is officially here. 🧵 1/ BREAKING: Ericsson just reported a massive Q4 [----] beat 📈 Net Income: SEK 8.6B (up from 4.9B YoY) Cloud Software: Organic growth at 12% EBITDA margins expanding. Dividend: Raised to SEK [----] BUYBACK: Brand new SEK [--] Billion program announced today 2/ The Valuation Snapshot (Real-Time [----] Metrics): 🔎 The market cap sits at SEK 286B but look at the "Hidden Cash" reality: Market Cap: 286.0B SEK Minus Net Cash: -61.2B SEK Enterprise Value (EV): 224.8B SEK (What you pay for the ops) [----] EBITDA"
X Link 2026-01-23T06:51Z [---] followers, [---] engagements

"1/ To understand $ERIC you must look at who is at the table. This isn't just another tech stock; it is the crown jewel of Swedish industry protected by the most sophisticated "Smart Money" in Europe. Let's talk about the Wallenbergs and Vonage. 2/ The Anchor: Investor AB (Wallenberg Family) 🏰 Controlled by the legendary Wallenberg family Investor AB holds 24.5% of the voting power. They are the ultimate long-term "Anchor." They don't trade for quarters; they build for decades. Their presence ensures stability and a relentless focus on R&D leadership. 3/ The Activist Edge: Cevian Capital 💎"
X Link 2026-01-23T07:30Z [---] followers, [---] engagements

"5 Real-World Scenarios Driving Ericssons SEK 51B EBITDA Future. 🧵 1/ Understanding "Network APIs" can be tough. But when you see how they solve trillion-dollar industry problems the $ERIC "Software Powerhouse" thesis becomes undeniable. Here are [--] scenarios where Ericssons Vonage platform prints high-margin cash: 2/ Scenario 1: Telemedicine & Remote Surgery 🏥 The Problem: Surgeons need zero-lag for robotic operations. A 5G "best-effort" connection is too risky. The Solution: The hospital uses the Quality on Demand (QoD) API. The network carves out a dedicated ultra-low latency "VIP lane""
X Link 2026-01-23T07:40Z [---] followers, [---] engagements

"Stage is set for the most critical earnings week of the year. 🎤 As we look toward [----] forecasts the spotlight is firmly on the Mag [--]. Is the AI spend-cycle accelerating or plateauing CAPEX discipline vs. growth ambition will be the theme of the week. Watch the guidance closely 🔍 $MSFT $AAPL $AMZN $META $TSLA $GOOGL #Earnings #FinTwit #AI #Investing #StockMarket via @eWhispers https://twitter.com/i/web/status/2015295027061403983 https://twitter.com/i/web/status/2015295027061403983"
X Link 2026-01-25T05:25Z [---] followers, [---] engagements

"1/3 The Federal Reserve is poised to keep interest rates unchanged this Wednesday defying calls for cuts. With unemployment down and inflation still above target the Fed is choosing a "wait-and-see" approach to evaluate the impact of previous [----] reductions. 🛑🏦 #Fed #InterestRates #Economy 2/3 Independence in the crosshairs: Peer banks in Brazil Canada and Sweden are standing in solidarity with Chair Powell. The meeting comes at a tense moment featuring legal battles over Governor Lisa Cook and administration pressure to slash borrowing costs. ⚖ #JeromePowell #CentralBank #Finance 3/3"
X Link 2026-01-25T06:17Z [---] followers, [---] engagements

"🧵 Deep Dive: Montana Aerospace $AERO The [----] Pure-Play Powerhouse ✈ 1/6: The Status Quo Montana Aerospace has officially shed its "conglomerate" skin. By divesting E-Mobility and Energy (ASTA) in late [----] it enters [----] as a lean Aerospace Pure-Play. Guidance 2026: 1.0bn Revenue / 185m EBITDA. Financials: Shifting to a Net Cash Position this year. The "debt story" is over; the "cash machine" story begins. 📈 2/6: Market & Long-Term Growth The Aerospace market isn't about hypeit's about the Backlog. With over [-----] aircraft on order globally $AERO sits on a 7bn+ contracted backlog from $BA"
X Link 2026-01-25T07:04Z [---] followers, [---] engagements

"@AntiWokeWar_ Yes inflation should continue to rise. Being well-positioned in hard assets help I prefer stocks and gold mining stocks for that purpose"
X Link 2026-01-26T03:22Z [---] followers, [--] engagements

"The Great Hard Asset Reset: Why a 2% Shift Could Change Gold Forever. 🧵 1/ For a decade the world ignored "Hard Money" in favor of digital growth and paper assets. But in [----] we are witnessing a historic "Mean Reversion." The forgotten giantsGold and Silverare reclaiming their throne. 👑 2/ The Stealth Underweight: Despite the recent rally Golds share of global investable assets is still near historic lowsestimated between 0.8% and 1.2%. Compare that to the 1970s when it was 3-5x higher. We are just starting to wake up. 3/ The "2% Scenario": What happens if institutional investors (pensions"
X Link 2026-01-26T10:58Z [---] followers, [---] engagements

"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Earlier today January [--] [----] silver continues its historic run with spot prices currently hovering around $107.46 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly"
X Link 2026-01-26T14:56Z [---] followers, [--] engagements

"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Silver continues its historic run with spot prices currently hovering around $110 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly 25% of the total annual global"
X Link 2026-01-26T15:19Z [---] followers, [---] engagements

"I totally agreeanalysts are usually late to the Party. Even though many miners have already seen 200% gains they still look undervalued at these prices. This would be especially true when they begin to hedge their production at current levels and also most institutional capital hasn't even rotated into mining stocks yet. https://twitter.com/i/web/status/2016499537167479197 https://twitter.com/i/web/status/2016499537167479197"
X Link 2026-01-28T13:12Z [---] followers, [--] engagements

"$CCK Crown Holdings a nice stable play.a leading supplier of packing solutions. Market Cap: [---] Bio. $ EV: [---] Bio. $ TTM Adjusted EBITDA: [--] Bio. $ EV/EBITDA: [--] Not so cheap but good Risk/Reward with downside protection"
X Link 2025-11-10T06:03Z [---] followers, [---] engagements

"$RLX RLX Technology Inc. is a leading global e-vapor company growing faster then the #vaping market and to cheap to ignore. Market Cap. $2.8 Bio. Net Cash $2.1 Bio. EV $0.7 Bio. Revenue growth yoy: 49% Net Income 2025: $ [---] Mio. USD/RMB: [--] #RLX #cash #smoking"
X Link 2025-11-17T04:31Z [---] followers, [---] engagements

"$ALV.DE Allianz SE - A solid quarter for Allianz. Every portfolio needs compounders like this. Market cap: [---] Bio. Operating Profit Target: minimum [--] Bio. Allianz is a global financial services powerhouse focused on risk management. They operate two main engines: P&C Insurance: Collecting premiums to cover risks (e.g. car home liability) and investing that money. Life/Health Insurance & Asset Management: Selling long-term protection (pensions life policies) and managing third-party funds for stable fee-based revenue. Goal: Underwrite risks profitably grow investment assets and generate"
X Link 2025-11-20T05:07Z [---] followers, [---] engagements

"1/12 🧬 The "Viagra of Hair Loss" Why Cosmo Pharmaceuticals $COPN is the ultimate asymmetric bet in Biotech right now. With breakthrough Phase III data and a pristine balance sheet $COPN is preparing to disrupt a $20B+ global market. Heres the Deep Dive. 🧵 #Biotech #Investing #Breezula #COPN 2/12 🚀 The Breakthrough: Breezula (Clascoterone 5%) In Dec [----] Cosmo dropped massive Phase III topline results for male pattern baldness (AGA). The study (1465 patients) hit all co-primary endpoints with high statistical significance: ✅ SCALP 1: 539% relative improvement vs. placebo. ✅ SCALP 2: 168%"
X Link 2026-01-19T08:44Z [---] followers, [----] engagements

"$SARO StandardAero Inc posted solid earnings report. Marketcap [---] Bio. $ EV: [----] Bio. $ Adj. EBITDA: [---] Mio. $ Not so cheap but you have to pay a higher price for stable business. They focus on maintenance for aircraft engines & components across commercial & military"
X Link 2025-11-11T13:15Z [---] followers, [---] engagements

"$IHS IHS Holding Limited - Great overlooked smallcap in a growing market nice results.they are a Telecom Infrastructure TowerCo Market cap: [---] Bio. $ EV: [---] Bio. $ (exclude Leasing) EBITDA 25: [--] Bio. $ Revenue growth: 8% yoy Guidance is raised.data volumen increase.Business will Profit from it. The company is a leading towerco focused on emerging markets. It builds owns and manages shared telecom infrastructure generating revenue by leasing space on its towers to Mobile Network Operators (MNOs) via long-term contracts. This approach drives efficiency and expands connectivity. 📶🌍 #IHS"
X Link 2025-11-12T12:45Z [---] followers, [--] engagements

"$CAE Cae Inc. Found an interesting company and defense play. Market Cap: [---] $Bio. EV: [----] $Bio. TTM Adjusted EBITDA: [---] $Bio Backlog supports growth. CAE Inc. is a global leader in civil aviation defense and healthcare simulation & training. ✈ Key Revenue: Selling full-flight simulators (high-margin hardware) and providing recurring long-term training services (pilot & technician training) under multi-year contracts. Focus is on safety efficiency and preparedness. #Aviation #Simulation #Training https://twitter.com/i/web/status/1991393828792856888"
X Link 2025-11-20T06:31Z [---] followers, [--] engagements

"Another port infrastructure logistics company is being acquired. $qub.ax Qube Holdings Private Equity looking for stable longterm plays. Will be interesting if a shipping company will also join the bidding. Protected downside with the offer and still [--] % left o the bidding price. Conservative investmemt for the next [--] month. #takeover #port #qube #macquarie #pe https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html"
X Link 2025-11-24T01:39Z [---] followers, [--] engagements

"🚀 THREAD: Deep Dive into $SESG.PA SES S.A. Valuation Unlocking the [-----] Fair Value through Core Business & C-Band Payout #SESA #Intelsat #5G #Spectrum #Satellite #FairValue #Investment Part 1: The Core Business (Points 1-4) 1/10 The recently completed SES/Intelsat merger has created a global space connectivity behemoth. To understand the [-----] Fair Value we must first analyze the Core Business Model before looking at the $5B+ C-Band catalyst. 2/10 🛰 The Core Business Model: Connectivity & Media. The merged SES operates a dual-pillar strategy across two orbits (GEO and MEO). The largest"
X Link 2025-11-30T06:46Z [---] followers, [--] engagements

"$WDH Waterdrop Inc. Perhaps the cheapest insurtech in the world even with its growth rates. Chinese small caps remain unpopular but in the medium to long term the share price usually adjusts to the valuation. (Q3/2025): Market Cap: US$ [---] mm Cash: US$ [---] mm EV: US$ [---] mm Profit before Tax Q3/2025: US$ [--] mm Forecast for [----] EBT: US$ [--] mm EV/EBT 2025: [---] -- crazy cheap Revenue Growth Q3/2025: 38.4% Waterdrop Inc. ($WDH) is a leading China-based InsurTech & health platform. 💧 Its model centers on two main areas: Insurance Marketplace: Brokerage for various health/life insurance products"
X Link 2025-12-08T14:59Z [---] followers, [---] engagements

"Waterdrop Inc. $WDH Q3 [----] Earnings Wrap-Up: Robust Growth & AI Focus 🚀 Waterdrop announced strong Q3 [----] results marking its 15th consecutive quarter of profitability The focus remains on leveraging AI to drive efficiency across its InsurTech and healthcare platform. Key Financial Highlights (Official USD Figures): Total Net Revenue: $136.9 million (RMB 974.9M) up +38.4% YoY. Operating Profit: $16.0 million (RMB 113.8M) soaring +329.8% YoY. Net Profit: $22.3 million (RMB 158.5M) a solid +60.1% YoY increase. Strategic & Operational Successes: Insurance Business: Revenue from this core"
X Link 2025-12-08T14:59Z [---] followers, [---] engagements

"$wdh waterdrop inc. Share Buy Backs are running here every year. They have so many cash the buy back will continue. #buyback #shares"
X Link 2025-12-08T15:15Z [---] followers, [---] engagements

"TUI Group $TUI The global leisure giant is back with a record performance and a renewed focus on shareholder returns. The integrated model driven by high-margin 'Holiday Experiences' is accelerating growth while the balance sheet rapidly strengthens. A new dividend policy signals the end of the post-pandemic restructuring phase. (FY25 Results - Sep [--] 2025): Key Metrics & Valuation: Adj. EBIT FY25: [-----] bn (+12.6% ccy growth). Net Debt (IFRS 16): [---] bn Market Cap: [---] bn FY26 Adj. EBIT Forecast: [----] - [----] bn (Growth: 7-10%). Valuation: EV / Adj. EBIT (FY26e) is roughly 3.66x super cheap"
X Link 2025-12-10T08:36Z [---] followers, [---] engagements

"2.) $TUI - The Turnaround is Complete 🚀 TUI Group smashed FY25 forecasts with a record Adjusted EBIT of 1.459bn up +12.6% YoY (ccy) surpassing their own upgraded guidance. The stock is a BUY Key Takeaways: Experiences Shine: The 'Holiday Experiences' segment is the powerhouse Hotels (+10% EBIT) Cruises (+29% EBIT) and Musement (+37% EBIT) drove record results leveraging strong customer demand & pricing power. Financial Strength: Net Debt cut by 0.3bn to 1.3bn. Net Leverage ratio dropped significantly from 0.8x to a healthy 0.6x. Balance sheet is solid evidenced by S&P/Moodys rating upgrades."
X Link 2025-12-10T08:37Z [---] followers, [---] engagements

"3.) Peer Comparison Reveals Massive Value Disconnect 🤯 TUI's post-pandemic recovery is being grossly overlooked by the market. Comparing the global travel giant to pure-play cruise operators $CCL and $RCL highlights a significant valuation gap that spells opportunity. The Valuation Snapshot (EV/EBITDA TTM/FY25e): $TUI: 4.0x $CCL (Carnival): 8.5x $RCL (Royal Caribbean): 13.8x Sector Average: 10.0x Why the Discount Historically TUI's complex debt structure and the post-Covid capital raises led to a heavy discount. But the fundamentals have drastically shifted: ✅ Record Profit & Growth: FY25"
X Link 2025-12-10T08:40Z [---] followers, [---] engagements

"4.) TUI Group $TUI The Hidden Asset Moat: Why TUI's Integrated Model is Priceless in the Age of Inflation. 🏰 Forget the low P/E ratio for a momentTUI possesses a deep economic moat rooted in its Hotels & Resorts ownership structure that competitors cannot easily breach. This is critical for long-term value. [--]. Irreplaceable Prime Locations: TUIs portfolio includes prime often beach-front locations secured years ago. As coastal real estate becomes scarcer and building regulations tighten these highly desirable assets (owned or JV e.g. RIU Robinson) are virtually irreplaceable. The best spots"
X Link 2025-12-10T08:43Z [---] followers, [---] engagements

"⚡ NRG ENERGY: THE AI POWER PLAY & THE $12B CAPEX BET ⚡ $NRG is fundamentally transforming itself into an AI-era powerhouse uniquely positioned to capitalize on surging US electricity demand. The AI boom requires massive power and NRG is an undisputed winner focusing on high-demand markets like PJM & ERCOT where prices are climbing. Massive Capacity Leap: NRG is doubling down on supply. The acquisition of [--] gas-fired power plants (13 GW) and the C&I Virtual Power Plant (VPP) platform CPower from LS Power (a $12B cash-and-stock deal) will nearly double NRG's generation capacity to [--] GW. This"
X Link 2025-12-11T03:43Z [---] followers, [--] engagements

"Novo Nordisk $NOVO The healthcare titan is executing a massive transformation to defend its GLP-1 crown. While [----] was a "reset year" due to US pricing pressure (Competition from $lly Eli Lilly) and a 1.2bn restructuring charge the long-term case for obesity and MASH treatment remains intact. The focus is shifting from "supply-constrained" to "market-expansion." (FY25 Outlook - Update Dec [--] 2025): Key Metrics & Valuation: Adj. EBITDA 2025e: [----] - [----] bn (reflecting transformation costs). Net Debt: [----] bn (post-Catalent integration & scaling). Market Cap: [---] bn FY26 Adj. EBITDA Forecast:"
X Link 2025-12-22T10:38Z [---] followers, [---] engagements

"📉 Asset Management & High Yield: Die LAIQON Wandelanleihe im Check (DE000A351P38) Wer auf den Turnaround beim WealthTech-Pionier LAIQON setzt findet im Wandler (A351P3) ein spannendes Instrument. Zwischen 7% Kupon und starken Ankeraktionren. 🧵👇 [--] Die harten Fakten Zins (Kupon): 700% p.a. ein klares Wort im aktuellen Marktumfeld. Laufzeit: Bis Mai [----]. Wandlungspreis: [----] (Initial). Rendite: Da der Kurs aktuell unter Par notiert (ca. 86-88%) winkt eine Effektivrendite von 14% p.a. [--] Warum das Risiko begrenzt scheint: Die Shareholder Base 🛡Das wichtigste Sicherheitsnetz ist hier die"
X Link 2026-01-09T08:37Z [---] followers, [---] engagements

"🧵 The Investment Case: Sanlam Limited $SLM [----] Participate in Africa and India with a nice juicy yield and solid insurance Business 1/8 🌍 The Fintech-Insurer Giant: Scaling Africa & India with 4.4% Yield Sanlam is no longer just a traditional insurer. It has evolved into a high-tech financial engine dominating the worlds fastest-growing middle-class markets. A rare combination of solid dividends and aggressive fintech growth. 👇 2/8 🚀 The "India Turbo" has been Ignited By increasing its stakes in Shriram Life (to 68.4%) and Shriram General (51%) Sanlam now fully consolidates these profit"
X Link 2026-01-13T08:22Z [---] followers, [---] engagements

"The "Hims & Hers" Playbook is Repeating: Why Rezolve AI $RZLV is the High-Conviction Trade of [----] and has so many similarities with $HIMS in the past. 1/ Many investors missed the 600%+ run on $HIMS because they listened to short sellers in [----] instead of looking at the underlying engine. Today Im seeing a "Glitch in the Matrix." Rezolve AI $RZLV is tracking the exact same trajectorybut with even more explosive fuel. 🚀 2/ The Growth Parallel: In [----] Hims & Hers was the "disruptor" growing at 94%. People called it a fad. Fast forward to Rezolve today: We are looking at a staggering 426%"
X Link 2026-01-14T03:03Z [---] followers, [---] engagements

"The AI Infrastructure Super-Cycle: Why Pure Storage $PSTG is the Smart Money Play Following the SanDisk $SNDK Explosion 🧵 1/ If youve been watching the market youve seen SanDisk $SNDK explode. Why Because the world is facing a massive NAND flash shortage. AI data centers are devouring storage. But heres the alpha: SanDisk sells the "bricks" while Pure Storage $PSTG builds the "fortress." 🧱🏰 2/ The SanDisk Signal:The surge in $SNDK is driven by a severe supply crunch and skyrocketing flash prices (+38% projected for 2026). While this benefits raw chipmakers its a massive tailwind for Pure"
X Link 2026-01-14T03:14Z [---] followers, [----] engagements

"🧵 TOREX GOLD $TXG: A Cash Machine in [----] on the Road to [--] Million Ounces 🚀 1/ The Headline: $TXG is no longer just a mid-tier miner; it is transforming into a diversified senior producer. With Media Luna firing on all cylinders the company is officially a Cash Machine in [----]. But the real story The clear funded roadmap to [--] Million Ounces AuEq. ⚒💎 #Gold #Silver #Copper $TXG 2/ The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: $4.93B USD 🔹 Net Debt: $220M (rapidly vanishing with FCF) 🔹 Enterprise Value (EV): $5.15B The market is starting to price in the "Delivery Alpha" of management"
X Link 2026-01-17T03:50Z [---] followers, [---] engagements

"1/10 🏨 Deep Dive: Why MHP Hotel AG $CDZ0 is the "Silent Winner" of the current German Hotel Market Shake-up. With the major insolvency of Revo Hospitality (140+ hotels) announced this week the landscape has shifted. Heres the investment thesis. 🧵 #Investing #MHP #Travel 2/10 📊 The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: 65.8M (Micro-cap with massive leverage) 🔹 Net Debt: 7M (Significantly reduced via [----] free cash flow) 🔹 Enterprise Value (EV): 73M At an EV of just 73M MHP is valued at a fraction of its replacement cost especially considering its prime locations. 3/10 📉 The"
X Link 2026-01-19T04:07Z [---] followers, [---] engagements

"$EVO Evolution AB - The Fallen King of Live Casino 📉👑 Bottom line: Watch from the sidelines until the picture clears. Ignore the Finfluencer "Buy the Dip" noise. 1/ The 2025/2026 data is in and its a tough pill for the "growth at any cost" crowd. Once the ultimate compounder Evolution AB is facing its most significant identity crisis since IPO. Here is why the "Buy the Dip" mantra needs a reality check. #Investing #EVO #Stocks 2/ The Chart Doesnt Lie. 📉 Looking at the technicals $EVO has broken through critical support levels. After peaking weve seen a brutal drop toward the [---] SEK / $65"
X Link 2026-01-19T07:59Z [---] followers, [----] engagements

"The "Greenland Deal" is back on the tablebut at what cost Here is my theory on how the Trump negotiations regarding Greenland and the Arctic will actually play out. Its a classic case of short-term "wins" masking a long-term geopolitical disaster. 🧵 [--]. No "Hostile Takeover"First lets be clear: There will be no annexation or "hostile takeover" of Greenland. Despite the rhetoric the internal resistance within the GOP and the U.S. institutional framework is too strong. Sovereignty isnt a real estate flip and the pushback from both Denmark and U.S. lawmakers will prevent the most extreme"
X Link 2026-01-20T04:04Z [---] followers, [---] engagements

"🧵 The "Cookieless" Alpha: Why Inuvo $INUV is the AdTech Disruptor to Watch in [----] 🚀 1/ The "Privacy Storm" has arrived. Chromes new user prompts are rendering legacy tracking obsolete. While the industry panics a $42M micro-cap named Inuvo is thriving. Why Because they solved the "Why" behind the buy years ago. 🧠 2/ The Core Advantage: Their patented #IntentKey AI doesn't track who you are (no IDs/Cookies). It uses Generative AI (LLMs) to understand the real-time context and intent of a webpage. It targets the mindset not the person. 🛡 3/ Enterprise Momentum: This isn't just "small"
X Link 2026-01-22T14:57Z [---] followers, [----] engagements

"1/6 Can they actually deliver 🏗 $TRIP Tripadvisor Inc A turnaround is only as good as the team behind it. Lets talk about Matt Goldberg & the $TRIP leadership. This isn't just a cost-cutting story; its a "Media-to-Marketplace" transformation. But do they have the right hands on the wheel 🧵👇 2/6 The CEO: Matt Goldberg 👨💼 Goldberg (ex-Trade Desk News Corp Lonely Planet) was hired in [----] specifically for his background in digital media & M&A. ✅ Success: He stopped the bleeding in the "Brand Tripadvisor" segment and successfully pivoted the narrative toward Viator. ❌ Miss: The "Tripadvisor"
X Link 2026-01-26T16:24Z [---] followers, [---] engagements

"@ahsansoorani Thank you. Oh thats great so Viator should really benefit from it.will be very interesting to see the getyourguide IPO.i can not imagine expedia or uber will wait that long to take stakes in $trip.it is to cheap to ignore"
X Link 2026-01-27T06:55Z [---] followers, [--] engagements

"KuyaSilver (CSE: $KUYA) marks a major milestone Kuya has signed an LOI to acquire the Camila Plant in Peru. This move to vertical integration is a game-changer for their financial profile: 💰 Eliminates toll-milling costs Massive boost to operating margins. 📈 Scalable Growth Plans to expand capacity to [---] tpd by year-end. 🔍 Full Control Optimized metallurgical recovery & operational flexibility. 🛡 De-risking No more dependency on third-party schedules. Accelerating cash flow in a strong silver market 🥈🚀 #Silver #Mining #Peru #Investment #ValueGrowth #SilverStacking #NewsRelease Kuya"
X Link 2026-01-28T06:06Z [---] followers, [---] engagements

"🧵 ASML Q4 Analysis: The AI Supercycle meets Valuation Reality 1/11 $ASML just dropped its Q4 and FY [----] results and the numbers are a "mic drop" for the semiconductor industry. Total Net Sales: 32.7B (FY) Q4 Net Bookings: 13.2B (Crushing consensus) The message is clear: The AI Supercycle isn't just hypeits hitting the order books. 📈 2/11 The Fuel for the AI Fire: The 13.2B bookings figure is a massive signal that the AI infrastructure build-out is accelerating not slowing. This isn't just about Nvidia; it's about the global race for sovereign AI and next-gen silicon. We are seeing a "CapEx"
X Link 2026-01-28T07:36Z [---] followers, [---] engagements

"16/20 UPDATE: The Strategic Masterstroke in Nevada 🦅 While the world watches Los Azules Rob McEwen just quietly secured the future of the Gold Bar Complex. $MUX has entered a definitive agreement to acquire Golden Lake Exploration ($GLM). This isn't just a "tack-on"its the final piece of the Nevada puzzle. 🧵17/20 Securing the Trend: Golden Lakes Jewel Ridge project sits directly adjacent to McEwens recent "Windfall" discovery.The Grade: Historic hits of $2.37$ g/t over $67$m at Jewel Ridge vs. $5.55$ g/t over $44$m at Windfall. The Logic: Instead of two companies fighting over one deposit"
X Link 2026-01-29T06:51Z [---] followers, [----] engagements

"@0xGL0YALTY_3 Still alot of potential i still hold and wait i have already made some nice gains with it 😊 this will also be a take over target"
X Link 2026-01-29T13:50Z [---] followers, [--] engagements

"@0xGL0YALTY_3 Expectations should be met thats what the preliminary numbers looks like.i like also what you mention with insider buys.the valuation looks solid and have more upside then downside will not be a tenbagger but i think will outperform the market for the next years"
X Link 2026-01-30T02:31Z [---] followers, [--] engagements

"🧵 The Precious Metals Reset: Why Its Time to Keep a Cool Head 1/ Recent days have seen a sharp pullback in Gold and Silver prices. While red numbers on the screen can be unsettling it is crucial to separate short-term price action from the long-term thesis. Now is the time to stay calm and zoom out. 👇 2/ The Big Picture: Trends Remain IntactDespite the recent volatility the primary bull market remains firmly in place. We are seeing a classic "shakeout." Central bank demand remains at historic highs and the structural driversglobal debt and geopolitical shiftshaven't changed. 3/ Context is"
X Link 2026-02-01T03:17Z [---] followers, [---] engagements

"@Braining123 Yeah patience is the key for longterm success.only when the trend and sentiment will turn you can think about to exit in Gold silver copper etc.but this i dont see at all.so HODL the metalls"
X Link 2026-02-01T07:30Z [---] followers, [--] engagements

"@jayconway13 Do you mean Hecla Mining Mostly i prefer companys with Market cap smaller then [--] Bio $ that there is a higher chance of take over bid"
X Link 2026-02-01T15:24Z [---] followers, [--] engagements

"THE GERMAN INVASION: Why the US Grocery Landscape is hitting a massive structural Tipping Point (2024-2028) 1/ A Thread on why $KR $ADRNY and regional US grocers are entering a "Death Zone" while the German Discounter Duopoly is rewriting the American playbook. 🧵👇 2/ For those unfamiliar with the "German Model" we need to talk about three names that are about to become your neighbors: Aldi Sd Aldi Nord and Lidl. Here is the breakdown of the giants coming for Walmart's lunch: Aldi Sd (operating as "ALDI" in the US): The efficiency king. Famous for the "Quarter-Deposit" carts and"
X Link 2026-02-02T23:57Z [---] followers, [--] engagements

"$TNIE Tonies SE The "Nespresso for Kids" is Scaling into a Global Giant 🧸📈 1/8 The Beat is Real. Tonies SE $TNIE just dropped preliminary FY [----] results and the numbers are a masterclass in execution. Revenue: 630M (+31% YoY / +36% cc) Adj. EBITDA: 53.5M (8.5% margin upper end of guidance) The US is now the #1 market (276M). This isn't just a toy company; its a global audio platform. 🧵👇 2/8 The US Engine & DACH Resilience Critics thought the home market (DACH) was saturated. Wrong. It accelerated to 16% growth in [----]. Meanwhile North America is on fire (+40% cc). The launch of the"
X Link 2026-02-05T07:41Z [---] followers, [---] engagements

"Tonies $TNIE partnership network not just as a "list of brands" but as a strategic Moat (competitive advantage). They have effectively built the "App Store of the Nursery." Here is the breakdown of the tonies partnership ecosystem in English: [--]. The "Global Blockbuster" Pillar (IP Powerhouse) These partnerships ensure that the Toniebox is an immediate "must-have" when entering new markets like the US or Asia. Disney $DIS / Marvel / Star Wars: The cornerstone of the portfolio. With the recent [----] contract extension theyve secured a pipeline of 50+ new figures. From Frozen to The Avengers this"
X Link 2026-02-05T07:45Z [---] followers, [---] engagements

"$INPST Inpost S.A. with solid quartaly results. Market cap: [--] Bn. EV: [--] Bn. (exclude Leasing with [--] Bn. ) Adjusted EBITDA TTM: [--] Bn. Looks not so cheap.but the company is growing [--] % this quarter in revenue.organic revenue growth of around [--] %"
X Link 2025-11-08T08:20Z [---] followers, [---] engagements

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