@wolfofharcourt Avatar @wolfofharcourt Wolf of Harcourt Street

Wolf of Harcourt Street posts on X about $meli, $evo, $nu, $adyen the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 79.85% technology brands 28.36% finance 19.4% countries 18.66% automotive brands 2.24% travel destinations 2.24% social networks 1.49% cryptocurrencies 1.49% currencies 0.75% financial services 0.75%

Social topic influence $meli #70, $evo #8, $nu 15.67%, $adyen #3, $uber #905, $amzn 8.21%, evo 8.21%, brazil 8.21%, amzn 6.72%, market 5.22%

Top accounts mentioned or mentioned by @joinyellowbrick @stonkmetal @bia42175 @atelicinvest @renesellmann @tbstockinvestor @lukacapital @uber @adyen @theraymyers @fundasyinvestor @sergitm12 @aretardinvestor @uboat159 @lennart54613183 @tickertalk1 @saxenapuru @ecommerceking @oostmarcel @alivingfossil

Top assets mentioned MercadoLibre Inc (MELI) Evotec SE (EVO) NuCypher (NU) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Sea Limited (SE) PayPal Holdings Inc (PYPL) Rubrik, Inc. (RBRK) Morgan Stanley (MS) Metadium (META) NVIDIA Corp. (NVDA) AbbVie Inc (ABBV) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) Duolingo, Inc. (DUOL) Robinhood Markets, Inc. (HOOD) Diageo plc (DEO)

Top Social Posts

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

"7. Free Cash Flow $ADYEN is swimming in cash with [---] billion of net cash on its balance sheet. Not deploying this cash is becoming a questionable capital acquisition decision. I would very much welcome a buyback at these levels"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements

"$NU Investment Thesis After spending the past six months researching the company here is my take on $NU If you find the content valuable a RETWEET really helps 🙏 Link below 👇"
X Link 2024-06-27T12:04Z 19.3K followers, 135.1K engagements

"$EVO is a humble reminder that it can always get worse than you think it can"
X Link 2026-02-05T18:32Z 19.3K followers, 12.3K engagements

"$UBER operating leverage is a thing of beauty Another quarter of record operating income as the operating margin doubles from 6% to 12% within the space of [--] months"
X Link 2026-02-06T16:48Z 19.3K followers, 10.2K engagements

"$ADYEN H2 [----] Earnings in Charts Shares sank 21% on results. Here are [--] standout visuals from the quarter: [--]. Processed Volume +12% or +19% excluding large customer (Cash App) the impact will be lapped next period. https://twitter.com/i/web/status/2022039045656985751 https://twitter.com/i/web/status/2022039045656985751"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements

"3. Revenue +17% as $ADYEN manages its business to net revenue not volumes"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements

"@stonkmetal Every. Single. Time. I see it all the time with $MELI too. Most folks on here dont understand Fintech"
X Link 2026-02-15T15:31Z 19.3K followers, [----] engagements

"@Bia42175 Yup lots of previous competitive forces will be eroded but I still dont think SMEs will vibecode their own solutions. Distribution will become the most important factor"
X Link 2026-02-15T21:34Z 19.3K followers, [---] engagements

"@atelicinvest Humans are inherently lazy. Up to this point the laziness manifested in not having to move. Amazon Netflix Uber all big beneficiaries over the past decade. Next itll be not having to even think anymore. What a world we are about to enter"
X Link 2026-02-15T22:52Z 19.3K followers, [---] engagements

"The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues"
X Link 2024-04-09T11:35Z 19.3K followers, 51.8K engagements

"Its official $MELI has recovered and surpassed the pre earnings high Cant keep a good stock down"
X Link 2024-11-25T22:13Z 19.3K followers, 11.6K engagements

"$RBRK at $56 the market is pricing in 19% annual growth for the next decade via an inverse DCF. Baby being thrown out with the bathwater here when it comes to enterprise SaaS"
X Link 2026-01-29T19:52Z 19.3K followers, 23.7K engagements

"Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO Three positions I added to current buy list and general thoughts on market opportunities and diversification. Full review👇 https://twitter.com/i/web/status/2017566715354185929 https://twitter.com/i/web/status/2017566715354185929"
X Link 2026-01-31T11:52Z 19.3K followers, [----] engagements

"@e_commerce_king Been in $SE with years"
X Link 2026-02-02T15:37Z 19.3K followers, [---] engagements

"$PLTR earnings are insane quarter after quarter Good example of why its not always the best idea to short solely based on valuation Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of"
X Link 2026-02-02T21:14Z 19.3K followers, [----] engagements

"$PYPL the writing for this one has been on the wall for years. Shareholders refused to acknowledge that its lunch was getting eaten from all angles and now are massive baggies. What a shock.turns out $PYPL is a shitco after all. What a shock.turns out $PYPL is a shitco after all"
X Link 2026-02-03T15:30Z 19.3K followers, [----] engagements

"Gentle reminder $PYPL $ADYEN The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients"
X Link 2026-02-03T15:32Z 19.3K followers, [----] engagements

"This is an epic ad. Shots fired at OpenAI. https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"
X Link 2026-02-04T20:45Z 19.3K followers, [----] engagements

"$INPST taken private for just [-----] Incredibly disappointing for the current shareholders. Price far too low considering its IPO was [-----] [--] years ago"
X Link 2026-02-09T09:07Z 19.3K followers, [----] engagements

"@stonkmetal Mine is very modest bought in [----] but averaged down in 2025"
X Link 2026-02-09T09:20Z 19.3K followers, [---] engagements

"@LukaCapital @oost_marcel @Uber @Adyen Lets gooooo"
X Link 2026-02-09T15:24Z 19.3K followers, [--] engagements

"$ADYEN and $UBER 🤝 @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h"
X Link 2026-02-09T15:27Z 19.3K followers, [----] engagements

"The biggest bear case for $META might literally be global population decline. Sustaining this level of Daily Active People growth at this scale is incredible. And before the its just bots crowd arrive check ad impressions and pricing. Bots dont drive real monetisation"
X Link 2026-02-09T19:07Z 19.3K followers, [----] engagements

"Calling this chart misleading is generous. Buybacks and dividends are optional they can be switched off overnight. Finance 101: you fund growth first capex and reinvestment come before any shareholder returns. Dividends and buybacks are whats left after that. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"
X Link 2026-02-09T20:43Z 19.3K followers, [----] engagements

"@TheRayMyers I think itll work out better for $ADYEN over the long term unified payment infrastructure as distribution is a moat nobody else can compete with"
X Link 2026-02-10T09:07Z 19.3K followers, [---] engagements

"@FundasyInvestor Unified payments platform as an infrastructure distribution moat"
X Link 2026-02-10T09:38Z 19.3K followers, [---] engagements

"$ADYEN is undervalued. Current market cap of $45 billion for context. Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6 Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6"
X Link 2026-02-10T11:34Z 19.3K followers, [----] engagements

"Chart looks like the stock price $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T12:15Z 19.3K followers, [----] engagements

"@ReneSellmann @stonkmetal Any hypothesis More sure that it will go through"
X Link 2026-02-10T18:11Z 19.3K followers, [---] engagements

"$EVO price back to where it was a week ago before the earnings sell off. Interesting"
X Link 2026-02-10T18:26Z 19.3K followers, 10.4K engagements

"One word answer: Agent Rewind $RBRK The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj"
X Link 2026-02-10T19:11Z 19.3K followers, [----] engagements

"@a_living_fossil Adyen certainly does not trade at single digits. Important differentiation between legacy payments and modern fintech"
X Link 2026-02-10T20:13Z 19.3K followers, [---] engagements

"$HOOD might well be the biggest threat to $EVO in the US so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI"
X Link 2026-02-10T23:05Z 19.3K followers, [----] engagements

"@sergitm12 The line between gambling and pure betting is becoming more and more blurred each day"
X Link 2026-02-11T09:03Z 19.3K followers, [--] engagements

"$EVO mandatory read is out A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu"
X Link 2026-02-11T12:06Z 19.3K followers, [----] engagements

"@AretardInvestor Football and tennis are not the same they are forms of sport. Same as the comparison I made. Show me where I said people who play live casino are going to stop because of prediction markets. Point of the original post has went over your head"
X Link 2026-02-11T19:53Z 19.3K followers, [---] engagements

"2. Take Rate $ADYEN take rate continues to climb as Cash App volumes were low margin"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements

"@joe_oa Thanks the lack of a capital allocation policy is probably the most frustrating part of this one"
X Link 2026-02-12T21:18Z 19.3K followers, [---] engagements

"$DEO taking price gouging to the next level. Leave our Guinness alone"
X Link 2026-01-14T23:08Z 19.3K followers, [----] engagements

"$AMZN AWS revenue growth accelerated to 24% the fastest pace since Q3 [----] and the third straight quarter of acceleration. Now a $142B run rate business despite capacity constraints. Order backlog reached $244B in Q3 up from $200B a year ago"
X Link 2026-02-06T16:57Z 19.3K followers, 17.2K engagements

"One of things I admire most about $MELI is its paranoia culture. This culture uses a sense of paranoia to constantly push for improvement and innovation. @marcos_galperin nails the downfall of $PYPL here"
X Link 2026-02-03T20:26Z 19.3K followers, [----] engagements

"Been saying this for some time now but AI is going to be a huge tailwind to a business like $ADYEN. A single unified platform sitting on an ocean of monetisable data. $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to +6%) and lower transaction costs (up to -3%) by reducing friction and optimizing payment methods 📈🤖 https://t.co/Fog7OFL9Wi $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to"
X Link 2026-02-11T19:05Z 19.3K followers, [----] engagements

"4. Geographical Revenue Growth LatAm +34% is a very material acceleration $ADYEN is gaining market share"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements

"The scalability of $EVO has always been a core strength. But employee utilisation may have peaked in Q3 [----] with average revenue per FTE falling for [--] straight quarters. Have we hit the floor yet or is there further to go"
X Link 2026-02-15T14:56Z 19.3K followers, [----] engagements

"@TBstockinvestor Thats true but we should see the average cost per FTE increase in that scenario also. What matters is the spread. At the moment the average revenue is dropping but the costs are creeping up"
X Link 2026-02-15T17:32Z 19.3K followers, [---] engagements

"One angle I dont see discussed in the SaaS sell off: Everyone is focused on customers vibecoding their own tools. The bigger risk large platforms launching cheaper competing products at near marginal cost. Distribution wins. Most enterprises would rather deal with one vendor than manage [--] or [--]. Much bigger threat in my view. https://twitter.com/i/web/status/2023146582623801831 https://twitter.com/i/web/status/2023146582623801831"
X Link 2026-02-15T21:25Z 19.3K followers, 12K engagements

"@atelicinvest I dont really see non tech native companies vibe coding though do you And there are infinitely more non tech companies than tech companies. Most SMEs outsource their IT department"
X Link 2026-02-15T23:07Z 19.3K followers, [---] engagements

"$EVO Brazil gives green light to iGaming Online slots card games like blackjack and poker roulette and crash games (with random outcomes) are allowed. A minimum RTP of 85% is mandated and the top prize must be won at least once per [---] million players. Another new market"
X Link 2024-08-03T11:27Z 19.3K followers, 29.3K engagements

"$EVO has been ramping up buybacks as the share price fell over the past week. It has gone from buying [-----] shares a day to over [-----]. Things you absolutely love to see"
X Link 2024-08-08T10:42Z 19.3K followers, 21.8K engagements

"@QCompounding That chart is a year and a half out of date"
X Link 2024-08-28T10:58Z 19.3K followers, 16.5K engagements

"Excuse me sir Id like to report a crime: $NU is stealing market share in Brazil"
X Link 2024-09-15T11:55Z 19.3K followers, 18.5K engagements

"Evolution $EVO reports its Q3 [----] earnings tomorrow and the consensus estimates are as follows: Revenue: [---] million +14% YoY EPS: [----] +1% YoY Eagerly awaiting this one I will be covering a comprehensive earnings review in the newsletter as always"
X Link 2024-10-23T10:59Z 19.3K followers, 49.5K engagements

"$EVO Q3 Earnings Results are OUT Revenue: 519m +15% YoY 🟢 beat EPS: [----] +23% YoY 🟢beat Full earnings review will be covered in the newsletter in the coming days. Evolution $EVO reports its Q3 [----] earnings tomorrow and the consensus estimates are as follows: Revenue: [---] million +14% YoY EPS: [----] +1% YoY Eagerly awaiting this one I will be covering a comprehensive earnings review in the newsletter as always Evolution $EVO reports its Q3 [----] earnings tomorrow and the consensus estimates are as follows: Revenue: [---] million +14% YoY EPS: [----] +1% YoY Eagerly awaiting this one I will be"
X Link 2024-10-24T05:37Z 19.3K followers, 48.2K engagements

"$NU Jefferies research note - Base Case $18.90"
X Link 2024-11-16T09:46Z 19.3K followers, 37K engagements

"$NU Q3 [----] Earnings in Charts - a Thread Here are [--] of the most eye-catching: [--]. Customers"
X Link 2024-11-16T11:13Z 19.3K followers, 113.6K engagements

"$MELI Jefferies research note - Base Case $2250"
X Link 2024-11-19T09:00Z 19.3K followers, 27.9K engagements

"$NU Dethrones Banco do Brasil as Brazils Top Bank"
X Link 2024-11-21T07:10Z 19.3K followers, 28.7K engagements

"$NU back trading at [--] times forward earnings which is close to its lowest historical multiple"
X Link 2024-11-22T00:26Z 19.3K followers, 39.2K engagements

"$EVO stock is flat over the past [--] and a half years During the same time period the forward earnings multiple has compressed from [--] to just [--] Valuation matters"
X Link 2024-11-28T07:15Z 19.3K followers, 33K engagements

"$NU is trading at [--] times forward earnings the lowest P/E multiple it has ever traded at"
X Link 2024-12-21T10:29Z 19.3K followers, 74.4K engagements

"$EVO trading at [--] times forward earnings How low will it go"
X Link 2024-12-21T10:32Z 19.3K followers, 91K engagements

"🚨 $EVO Insider Buy Jacob Claesson bought [----] shares in at a price of SEK [------] per share a transaction of SEK [----] million"
X Link 2024-12-27T13:32Z 19.3K followers, 25.7K engagements

"$EVO is my best performing stock of [----] Let's see how long this lasts"
X Link 2025-01-02T12:30Z 19.3K followers, 14.9K engagements

"🚨 $UBER and $NVDA announce partnership to advance autonomous driving technology using AI solutions Uber's extensive trip data will be combined with NVIDIA's Cosmos platform and DGX Cloud to enhance AI model development for autonomous vehicles. Let's go"
X Link 2025-01-07T08:39Z 19.3K followers, 46.5K engagements

"$EVO Thailand Approves Casino and Gambling Law The government anticipates a 5% to 10% rise in overall foreign visitor numbers and estimates tourism revenue could increase as much as THB [---] billion. Between [----] to [-----] new jobs could also be created. iGaming next"
X Link 2025-01-13T10:48Z 19.3K followers, 13K engagements

"$NU is considering relocating its legal domicile to the UK as part of its plans for global expansion potentially including the U.S. "We are actively evaluating which jurisdictions make sense for us to consider as we plan for the next [--] years of global growth. The UK is one of the options we are exploring. With the U.S. showing renewed interest in fintech and crypto the sector is gaining momentum again. When an administration starts viewing fintech as beneficial for consumers and promoting competition it becomes a much more attractive market." - David Velez CEO"
X Link 2025-01-21T07:55Z 19.3K followers, 30.2K engagements

"🚨 $NU Mexico Reaches [--] Million Customers Five years after launching its first product in Mexico $NU has reached [--] million customers in the country doubling its customer base over the past [--] months. Only 12% of the adult population are customers. Long runway ahead"
X Link 2025-01-22T08:04Z 19.3K followers, 34.4K engagements

"Three years ago you could have invested in $INTC at just 14x forward earnings or $NVDA at 45x forward earnings. The returns: $NVDA: +503% $INTC: -55% As Terry Smith said "Owning good companies is more important than owning undervalued companies.""
X Link 2025-01-22T09:57Z 19.3K followers, 54.1K engagements

"Warren Buffett Increases Position in $NU Berkshire Hathaways stake in $NU rose from 0.1% in Q4 [----] to 0.4% in Q3 [----] according to recent SEC filings"
X Link 2025-01-24T10:26Z 19.3K followers, 39.1K engagements

"$ASML Management on DeepSeek Impact Anyone that lowers cost is in fact good news for ASML because lower cost means AI can be used in more applications and more applications means more chips"
X Link 2025-01-29T10:46Z 19.3K followers, 137.1K engagements

"$EVO Q4 [----] Earnings in Charts - a Thread Here are [--] of the most eye-catching: [--]. Live Tables"
X Link 2025-02-02T11:12Z 19.3K followers, 36.4K engagements

"$EVO Insider Transactions North America CEO Jacob Claesson (SEK [---] million) and Chief Human Resources Officer Louise Wiwen-Nilsson (SEK [---] million) purchased shares last Thursday"
X Link 2025-02-03T12:54Z 19.3K followers, 20.7K engagements

"$AMZN generates 74% of operating income from AWS despite only contributing 16% of revenue Talk about a cash cow 🤯"
X Link 2025-02-06T13:03Z 19.3K followers, 12.5K engagements

"$EVO share price has gone nowhere in [--] years. During that time revenue has increased 268% and EPS has increased 291%"
X Link 2025-02-07T12:30Z 19.3K followers, 80K engagements

"WOW $SE Shopee doubled GMV in Brazil in [----] to $10 billion. It is now twice the size of $AMZN and 40% of $MELI. Source: itau"
X Link 2025-02-08T11:40Z 19.3K followers, 39K engagements

"$UBER Analyst Updates Oppenheimer $85 to $100 🟢 Citic Securities $90 to $93 🟢 Loop Capital $86 to $89 🟢 Current price: $77 The big guys always jump in after the run. Where were they when we were buying at $60"
X Link 2025-02-12T12:21Z 19.3K followers, 15.2K engagements

"$MELI Morgan Stanley research note - Base Case $2400"
X Link 2025-02-18T06:53Z 19.3K followers, 25.8K engagements

"$SE ShopeeFood overtakes Gojek in Food Delivery While $GRAB remains in top spot ShopeeFood grew its GMV more than 50% in the year from $1.5 billion to $2.3 billion. $SE management don't even mention ShopeeFood in the earnings reports. Hidden beast in the making"
X Link 2025-02-18T09:12Z 19.3K followers, 26.9K engagements

"Nubank Earnings Preview $NU will report its Q4 earnings this evening and the consensus estimates are as follows: Revenue: $3.17 billion +32% YoY EPS: $0.11 +53% YoY North Star Metric: Total Customers"
X Link 2025-02-20T12:00Z 19.3K followers, 15.1K engagements

"$NU Colombia is on Fire 🔥 Customer growth has accelerated in every quarter of [----] hitting 213% in Q4. With [---] million customers market penetration remains low at just 5% of the total population"
X Link 2025-02-22T11:37Z 19.3K followers, 18.2K engagements

"$UBER operating leverage is a thing of beauty Record operating income as the operating margin jumps from 2% to 11% within the space of [--] months"
X Link 2025-05-07T11:22Z 19.3K followers, 22K engagements

"$NU Colombia is on Fire 🔥 Customer growth has accelerated for [--] consecutive quarters reaching 222% in Q1. With [---] million customers market penetration remains low at just 6% of the total population"
X Link 2025-05-20T10:48Z 19.3K followers, 14.9K engagements

"$MELI Citi Research note PT $3000"
X Link 2025-05-25T12:15Z 19.3K followers, 45.5K engagements

"Sunday thought: Is $MELI starting to become a consensus name Im seeing so much more talk about the stock recently and its close to its all time high. Not necessarily a bad thing but an observation. Preferred buying at $700 when nobody else cared"
X Link 2025-06-08T12:58Z 19.3K followers, 17.6K engagements

"Argentina inflation drops to five-year-low of 1.5%. The last time inflation was this low was during pandemic. President Milei is delivering on his promises so far. Bullish $MELI"
X Link 2025-06-14T10:31Z 19.3K followers, 12.7K engagements

"$EVO shareholders today"
X Link 2025-06-16T08:10Z 19.3K followers, 41.2K engagements

"Volkswagen unveils robotaxi destined for $UBER Volkswagen unveiled its white-label robotaxi the people of Los Angeles will be able to hail via $UBER next year. Unlike its tech competitors VW aims to be a supplier and leave the actual business of managing the fleets to $UBER"
X Link 2025-06-24T08:00Z 19.3K followers, 72.1K engagements

"$NU Morgan Stanley maintains Overweight rating and 'Top Pick' PT $18 $NU can reach 10% payroll loan share by [----] which is well above consensus sell-side expectations of just 3%-4% despite rising investor interest in Brazils payroll loan segment"
X Link 2025-06-24T11:49Z 19.3K followers, 28.1K engagements

"Why doesn't the $NET CEO just focus on his own company rather than bashing others in a completely unnecessary and arrogant way"
X Link 2025-07-28T07:07Z 19.3K followers, [----] engagements

"$NU Q2 [----] Earnings in Charts Here are [--] standout visuals from the quarter: [--]. Customers"
X Link 2025-08-17T11:12Z 19.3K followers, 35.3K engagements

"$NU penetration is wild: Brazil: 60% Mexico: 13% (launched 2019) Colombia: 10% (launched 2021) Still feels like the story is just getting started"
X Link 2025-08-19T12:31Z 19.3K followers, [----] engagements

"$MELI announces first distribution centre in Peru This move seeks to accelerate shipments in [--] hours expand the assortment of products and thus optimize the shopping experience of thousands of users in the country. MELI will be delivering up to Machu Picchu at this rate"
X Link 2025-08-19T13:20Z 19.3K followers, 12.7K engagements

"Rumors this weekend suggest $NU may acquire Brubank Argentinas largest digital bank with nearly [--] million customers. This would mark a return to Argentina after $NU exited in [----] citing instability and shifting focus to Brazil Mexico and Colombia. Big if true"
X Link 2025-08-24T08:47Z 19.3K followers, 22.1K engagements

"$UBER announces the launch of Uber Trains From [----] [--] high-speed trains could connect Stratford Intl to Brussels Paris Lille & more via the Channel Tunnel. Partnering with Gemini Trains tickets may be booked directly in the app alongside cabs bikes and more"
X Link 2025-08-27T08:33Z 19.3K followers, 19K engagements

"$MELI is doubling down in Chile The company announced a $135 million investment in [--] new distribution centers. This follows a $500 million investment announced in April"
X Link 2025-08-29T06:54Z 19.3K followers, 12.9K engagements

"The best performing stocks in my portfolio YTD $SE +76% $UBER +59% $NIO +49% $MELI +45% $NU +43% [--] of the [--] operate entirely outside the US. Bullish on emerging markets"
X Link 2025-08-29T10:45Z 19.3K followers, [----] engagements

"If Amazon Prime members formed a county it would be the 6th largest in the world $AMZN"
X Link 2025-08-31T11:46Z 19.3K followers, 15.2K engagements

"$UBER is turning its 1.4M drivers in India into an AI data-labeling workforce Drivers can earn extra income through micro-tasks in the Uber app during downtime now live in [--] cities. If Uber AI Solutions gains traction that upside is not priced into the stock"
X Link 2025-09-04T09:41Z 19.3K followers, 30K engagements

"Surreal moment my work on $EVO has been noticed by the company itself. Their IR team invited me to a Q&A session which Ive gladly accepted. As a private investor this opportunity feels special. Got questions Drop them below and Ill try include them"
X Link 2025-09-04T11:24Z 19.3K followers, 56K engagements

"🚨 $MELI rumoured to be stepping into Pharma retail $MELI is looking to acquire a small pharmacy in So Paulo opening the door to online medicine sales a segment already 25% of big pharma retailers' sales. Another service to layer onto its ecosystem flywheel. $MELI https://t.co/AzCS38WD0F $MELI https://t.co/AzCS38WD0F"
X Link 2025-09-04T14:26Z 19.3K followers, 20.3K engagements

"$EVO repurchased 377k shares last week the largest weekly volume since March. When the stock dropped on Tuesday 100k shares were repurchased in a single day. Thats how buybacks should be done"
X Link 2025-09-08T06:45Z 19.3K followers, 10.6K engagements

"$MELI down 4% today after Argentinas election outcome. All Argentinian ADRs are selling off. Indiscriminate selling often creates the best buying opportunities if you can separate the best from the rest"
X Link 2025-09-08T14:20Z 19.3K followers, 23.7K engagements

"Wow $MELI Pago launches Dr. Virtual in Argentina its new digital health service Users get unlimited 24/7 teleconsultations plus access to specialists like psychologists nutritionists and dermatologists all from their phone no waiting rooms. $MELI flywheel is unstoppable"
X Link 2025-09-09T11:04Z 19.3K followers, 23.4K engagements

"$MELI CFO Martin de los Santos "We have the aspiration in [----] to be the largest digital bank in Latin America" I'm not betting against him. https://x.com/theinformation/status/1965512794897539342/video/1 https://x.com/theinformation/status/1965512794897539342/video/1"
X Link 2025-09-10T08:05Z 19.3K followers, 26.4K engagements

"$ASML insiders are buying If insider screener is not playing tricks on me here.4 notable insider purchases at $ASML for roughly [---] million each including CEO and CFO https://t.co/NZVMYlazpl If insider screener is not playing tricks on me here.4 notable insider purchases at $ASML for roughly [---] million each including CEO and CFO https://t.co/NZVMYlazpl"
X Link 2025-09-11T07:33Z 19.3K followers, 17.9K engagements

"$MELI is an advertising sleeping giant With massive reach and rich first-party data it is primed to ride the retail media boom in LatAm a market set to triple to $5B by [----]. Even then penetration will only be mid-teens vs the US at 18% today. Huge runway ahead"
X Link 2025-09-11T10:17Z 19.3K followers, 28.3K engagements

"$EVO competitor Playtech was asked if they had any involvement in the short report commissioned by Black Cube The CEOs response absolutely hilarious"
X Link 2025-09-12T10:04Z 19.3K followers, 48.8K engagements

"Id like to report an emergency $EVO is green"
X Link 2025-09-15T09:33Z 19.3K followers, 17.1K engagements

"$GOOG flexing its data advantage. A lot of low hanging fruit to capitalise on with AI. Think of review summaries as your personal TLDR. Just open a spot on Google Maps scroll to the reviews and Gemini gives you a quick overview of what people are saying. https://t.co/TrbiAxDqNH Think of review summaries as your personal TLDR. Just open a spot on Google Maps scroll to the reviews and Gemini gives you a quick overview of what people are saying. https://t.co/TrbiAxDqNH"
X Link 2025-09-20T07:49Z 19.3K followers, 21.8K engagements

"$MELI is quietly building a digital ads giant Ad revenue up from $79M in [----] to $1.2B LTM LatAm digital ad market share jumped from 1.5% to 6.7% Now the #3 player in the region behind only the global heavyweights"
X Link 2025-09-20T10:16Z 19.3K followers, 21.9K engagements

"From 151M items in [----] to over 2B items shipped in the last [--] months. 74% now arrive within [--] hours. $MELI has built the most efficient logistics networks in LatAm"
X Link 2025-09-21T10:43Z 19.3K followers, 18.6K engagements

"$ASML is back at [---] and this book arrived this morning 📘 Its a good start to Monday"
X Link 2025-09-22T07:22Z 19.3K followers, 32.1K engagements

"I probably don't own enough $AMZN Now that's interesting. $AMZN will be doing fulfillment for $WMT online orders https://t.co/eLuLEPMskO Now that's interesting. $AMZN will be doing fulfillment for $WMT online orders https://t.co/eLuLEPMskO"
X Link 2025-09-23T06:35Z 19.3K followers, 119.5K engagements

"$ASML Morgan Stanley upgrades to Overweight PT raised to [---] from [---] They see multiple growth drivers into [----] with advances in logic and memory chips set to strengthen ASMLs business and fuel gains over the next [--] years"
X Link 2025-09-23T09:16Z 19.3K followers, 54.4K engagements

"$MELI been consolidating for [--] months. Coiled spring"
X Link 2025-10-01T09:30Z 19.3K followers, 18.5K engagements

"$MELI fell 6% yesterday as $AMZN made its most aggressive move in Brazil since entering the market. From Sept [--] to Dec [--] right in Black Friday season $AMZN is resetting all storage and shipping fees for Fulfillment by Amazon. For new sellers the push is even bolder: no logistics charges no commissions and reimbursements for other costs. In short joining $AMZN marketplace is practically free. This looks like a strong play to lure sellers away from $MELI but heres the catch: beating $MELI requires more than aggressive promos. $MELI has spent years building out logistics and fulfillment"
X Link 2025-10-02T10:11Z 19.3K followers, 73.3K engagements

"$MELI JP Morgan trims $MELI PT to $2600 from $2700 keeps Neutral The note is bullish on $SE seeing Shopee gaining ground in Brazil. While Shopees GMV is 40% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"
X Link 2025-10-04T12:18Z 19.3K followers, 19.3K engagements

"$ASML just hit [---] +50% in [--] months. Insane run"
X Link 2025-10-06T12:34Z 19.3K followers, 16K engagements

"$MELI is turning up the heat in Brazil Starting Oct [--] subscribers get free same-day shipping on orders over R$19. In June $MELI made its biggest move in [--] years by cutting the free shipping threshold from R$79 to R$19. Four new fulfillment centers are coming by end-2025"
X Link 2025-10-08T07:14Z 19.3K followers, 10.3K engagements

"$MELI revenue consensus since the start of the year: 2025: $25.7B $28.2B 🟢 2026: $31.2B $35.7B 🟢 2027: $37.4B $43.4B 🟢 Wall Street keeps underestimating this business year after year which is great news for those of us doing the work"
X Link 2025-10-09T09:29Z 19.3K followers, 13K engagements

"Very interesting interview from Alan Meyer VP of $MELI Marketplace for the Andean Region a part of $MELI that rarely gets attention given its smaller scale compared to Brazil Mexico and Argentina. This year we expected to grow 30% in Peru but we are already close to 50%. While Peru remains a smaller operation (about one-tenth the size of Chile) its expanding at a much faster pace and has significant development potential. The key challenge is SME digitization. In Chile over [-----] small and medium businesses sell on $MELI compared to just [----] in Peru. As Meyer puts it: We have the technology"
X Link 2025-10-09T12:16Z 19.3K followers, 16K engagements

"$ASML is planning a massive 100-hectare expansion near Eindhoven to meet soaring demand Without ASML machines the further development of AI will slow said the citys mayor Jeroen Dijsselbloem. The site will house up to [-----] new employees matching its current headcount at Veldhoven. 4.1B has been allocated for infrastructure two-thirds funded by the Dutch government and the rest by companies and local municipalities"
X Link 2025-10-10T07:36Z 19.3K followers, 25.5K engagements

"$MELI is testing the waters in Brazils multi-billion-dollar online pharma market $MELI acquired a local drugstore a legal requirement to sell medicines online and will use it to pilot the model before expanding. Unlike traditional chains $MELI doesnt plan to run a nationwide pharmacy network. Instead the goal is to let small and medium drugstores sell through its platform improving access and modernizing a heavily regulated sector. "The pharmaceutical sector is the only one in Brazil that we do not operate in. It's a sector where we see potential for improvement in access. We want to be a"
X Link 2025-10-10T10:11Z 19.3K followers, 16.2K engagements

"$MELI leads Mexico e-commerce app traffic with 34.9M MAUs outpacing $AMZN at 26.3M. Engagement leadership is one of the best forward signals for share of GMV and monetization power. Source: SimilarWeb"
X Link 2025-10-18T11:05Z 19.3K followers, 38.6K engagements

"$MELI is not just the most used shopping app in Mexico it is also the most engaged. Latest data shows $MELI has the highest DAU to MAU ratio beating $AMZN AliExpress Shein and Temu. Engagement like this compounds into lower CAC higher LTV and superior unit economics"
X Link 2025-10-19T12:04Z 19.3K followers, 13.8K engagements

"$AMZN is red everyday for a month and then the day it causes most of the internet to crash the stock is green. You dont know what you got til its gone"
X Link 2025-10-20T13:55Z 19.3K followers, 85.1K engagements

"$MELI Pago just passed Ita in monthly traffic in Brazil According to BofA data using Sensor Tower and SimilarWeb $MELI Pago was the fastest growing fintech app in July August and September with more than 20% growth each month. It now ranks second behind $NU"
X Link 2025-10-21T09:19Z 19.3K followers, 12.7K engagements

"Congrats to all that bought the $MELI dip in recent weeks BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e"
X Link 2025-10-27T12:13Z 19.3K followers, 32.8K engagements

"$MELI robots running the show in its distribution centre"
X Link 2025-10-28T07:38Z 19.3K followers, 14.6K engagements

"$MELI [--] consecutive quarters exceeding 30% revenue growth. Almost [--] years Insane execution. [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo plazo y del propsito de seguir democratizando el comercio y los servicios https://t.co/xIahQszrLv [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo"
X Link 2025-10-29T21:07Z 19.3K followers, 18.8K engagements

"$EVO interview - quick update Ive received quite a few messages asking about this so heres the sequence of events: [--]. Their IR team reached out to me (not the other way around) inviting me to ask any questions I might have. [--]. I accepted and after some back and forth we agreed to do a Q&A session. [--]. I sent them a list of topics I wanted to cover in advance focused on what I believe truly matters to investors rather than the usual questions analysts ask on conference calls. [--]. Since sending that list theres been complete radio silence. Ive followed up twice with no response. Draw your own"
X Link 2025-10-31T09:16Z 19.3K followers, 38.5K engagements

"One of the key reasons $AMZN has struggled to match $MELI dominance in Brazil is the lack of a payments ecosystem like Mercado Pago. In a market where many remain unbanked that has been a major competitive disadvantage. Now $AMZN is teaming up with $NU to close that gap. The new partnership will integrate NuPay directly into Amazons checkout: no physical card no manual data entry just a seamless fully digital experience with the same trust both brands are known for. This could be a big step in leveling the playing field against $MELI in Latin America. But what really matters is who owns this"
X Link 2025-11-06T09:45Z 19.3K followers, 33.3K engagements

"$EVO Q&A with Head of IR How durable is Evolutions moat Whats really happening in grey markets And how is management thinking about communication Read the full piece 👇 https://twitter.com/i/web/status/1987097678636064998 https://twitter.com/i/web/status/1987097678636064998"
X Link 2025-11-08T09:59Z 19.3K followers, 21.4K engagements

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