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@TimelessCpnd "$Otis - worried about the XX% drop in new equipment orders in China 📊Dont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: 🧵"
X Link @TimelessCpnd 2025-07-27T18:12Z XXX followers, 1948 engagements

"AI just split the cooling business into two lanes: Macro vs. Micro. The Macro-Cooling: Carrier $CARR build the massive chillers outside to deliver the cold water. The Micro-Cooling crew: Vertiv $VRT and Schneider $SU.PA get that water inside the rack and up to the hot chips"
X Link @TimelessCpnd 2025-10-12T14:15Z XXX followers, XXX engagements

"The game changed from just the score to the data. 🧠 EQUIFAX $EFX is bundling FREE proprietary income/employment data (The Work Number) with a cheaper VantageScore XXX to challenge $FICO Lenders are getting a fuller file not just a number"
X Link @TimelessCpnd 2025-10-09T06:47Z XXX followers, XXX engagements

"$ASML reporting on what we flagged as key areas: AI logic demand steady. But early recovery signs in DRAM/NAND memory customers are finally re-ordering. Thats big: if memory capex is turning the next leg of the AI buildout moves from compute to capacity (HBM DDR5 storage)"
X Link @TimelessCpnd 2025-10-15T06:34Z XXX followers, XXX engagements

"Even with $FICO going direct on mortgage scores bureaus like $EFX still matter ✅ 🏠 Lenders need full credit files not just scores 🔗 Workflow + compliance integration 📊 Bundled fraud income & ID verification 💼 One-stop shop = less friction"
X Link @TimelessCpnd 2025-10-02T17:14Z XXX followers, XXX engagements

"@WTCM3 Even with $FICO going direct on mortgage scores bureaus like $EFX still matter ✅ 🏠 Lenders need full credit files not just scores 🔗 Workflow + compliance integration 📊 Bundled fraud income & ID verification 💼 One-stop shop = less friction"
X Link @TimelessCpnd 2025-10-02T21:48Z XXX followers, XXX engagements

"@DurableCreators Dev kantesariq in one podcast mentions this and takes precisely the $SPGI exemple to explain how some companies just deteriorate the overall quality of the business instead of staying focused"
X Link @TimelessCpnd 2025-10-15T19:48Z XXX followers, XXX engagements

"$crh reported Q2 2025 results: 🔸Revenue +6% EBITDA +9% 🔸Strong growth in international markets 🔸19 acquisitions YTD 🔸Debt rising but balance sheet still healthy Very solid quarter 💯 $VMC $MLM $HOLN.SW $HEI.DE $CX $EXP $BZU.MI"
X Link @TimelessCpnd 2025-08-07T01:13Z XXX followers, XXX engagements

"$ASML earnings - what to watch: EUV shipments: any Q/Q uptick = foundries ramping next-gen nodes (bullish $TSM $INTC). Backlog: flat = digestion rising = next capex wave here. China exposure & export limits Guidance: margin XX% & stable orders = cycle bottom is in"
X Link @TimelessCpnd 2025-10-14T22:16Z XXX followers, XXX engagements

"People wonder why $SPGI $MSCI are down with $FDS Because theyre not just indices and/or ratingtheyre also massive data & analytics players. 📉💾"
X Link @TimelessCpnd 2025-09-18T22:21Z XXX followers, XXX engagements

"⚠ I fail to understand how you can reach such a conclusion especially with respect to Schindler vs Otis if you have properly compared Q2 results of the X main elevator players $otis $KNEBV $SCHP 🙄 My full review of the Q2 results on link below 👇"
X Link @TimelessCpnd 2025-07-28T08:49Z XXX followers, 1331 engagements

"Aside from the upcoming spin-off play Honeywell $HON holds a major stake in Quantinuum now valued at $10B after a $600M raise. Thats one of the cleanest public routes into quantum computing 🖥 Are you an owner and why"
X Link @TimelessCpnd 2025-10-13T18:24Z XXX followers, XXX engagements

"Eaton's revenue mix (17% Data Centers & Distributed IT) shows it's not a pure-play like Vertiv. But $ETN has a beautifully diversified and balanced profile across Utilities Aerospace Commercial Industrial and more. ⚡✈🏠🏭 $VRT"
X Link @TimelessCpnd 2025-10-11T20:43Z XXX followers, XXX engagements