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@simonseverino "Kids asleep working on simplifying sheets. Sharing the final outcome soon in the Sprint Club $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-18 19:52:43 UTC 2300 followers, XXX engagements

"Feel like I missed $HOOD and $SPOT and $NBIS But then a rational look on ROIC and growth: HOOD is growing fast but not that profitable SPOT is very profitable but not growing much NBIS is still at concept-level pre-margins $HARVIA $GOOG $AMZN $WTC $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $PLTR $ANET $AON $MELI $APH $NU $KLAC $BESI"
@simonseverino Avatar @simonseverino on X 2025-06-05 08:07:38 UTC 2300 followers, 3232 engagements

"@drowsyinvestor $HARVIA XXXX% $ANET XXXX% $RACE XXX% $FICO XXX% $AMZN XXX% $LMN XX% $HGT XXX% For each investment I share the thesis and valuation here:"
@simonseverino Avatar @simonseverino on X 2025-07-16 11:18:32 UTC 2300 followers, XXX engagements

"Income from Options: On Track The high VIX in May favored selling premiums. Current low VIX makes the Compounding Portfolio fly but premiums are lower making the Income Portfolio slower. Still it's far above market performance. SP500 YTD: X% Income Portfolio YTD: 37%"
@simonseverino Avatar @simonseverino on X 2025-07-25 13:51:06 UTC 2309 followers, XXX engagements

"CHARLES RIVER LABS Charles River Laboratories $CRL could grow XX% quickly. Global preclinical research leader trading at cyclical lows with Elliott Management catalyst. Serves all top-20 pharma companies $4B revenue. Manufacturing segment spin-off potential unlocks value. Is it a buy today πŸ‘‡"
@simonseverino Avatar @simonseverino on X 2025-07-21 14:11:06 UTC 2309 followers, XXX engagements

"How do you guys measure your portfolio's health Curious to hear your take. Mine so far: $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-03 11:17:11 UTC 2300 followers, XXX engagements

"Options sold today $SMCX $CMG $CRDO $BIDU $TTD $APH $ONON $OKLO $IBIT $AFRM $MRVL $ANET $CAVA $C $FOUR $KO $UBER $HOOD"
@simonseverino Avatar @simonseverino on X 2025-07-21 17:37:00 UTC 2300 followers, XXX engagements

"Are you too late to buy $APH Strong AI infrastructure position and XX% Q2 growth. Let's look at the valuation: 1) DCF 2) sum-of-parts 3) exit multiple"
@simonseverino Avatar @simonseverino on X 2025-07-27 10:36:44 UTC 2312 followers, XX engagements

"@capitalatrisk23 Kuka Festo ABB Khler Fanuk Yaskawa Keyence"
@simonseverino Avatar @simonseverino on X 2025-06-19 11:35:22 UTC 2311 followers, XXX engagements

"@fintegrate My core holdings have been attacked multiple times and still are getting attacked. $FICO $TTD $ANET $MELI $AMZN $RACE $GOOG"
@simonseverino Avatar @simonseverino on X 2025-07-27 13:10:18 UTC 2300 followers, XXX engagements

"What's the highest quality company in your portfolio $HARVIA $GOOG $AMZN $WTC $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $PLTR $ANET $AON $MELI $APH"
@simonseverino Avatar @simonseverino on X 2025-06-01 10:17:24 UTC 2300 followers, 2610 engagements

"Options Sold Today $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-10 14:11:45 UTC 2301 followers, 1517 engagements

"How did we miss $APH Amphenol guys ROIC XXXXX% ROIC Trend Up Growth XX% Growth Trend Up"
@simonseverino Avatar @simonseverino on X 2025-07-27 10:09:22 UTC 2300 followers, XXX engagements

"Options Sold Today Income May 13K Income June 10K Income July 11K $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-28 16:12:20 UTC 2300 followers, XXX engagements

"My favorites for 2025 What are yours $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $KLAC $ASTS $NVDA $CDNS $SHOP $APH $META"
@simonseverino Avatar @simonseverino on X 2025-06-12 09:32:14 UTC 2300 followers, 1454 engagements

"$LB LandBridge a buy 1) Owns 276000 strategic acres in Texas and New Mexico perfectly positioned for the $X trillion AI datacenter buildout. 2) XX% EBITDA margins minimal capex and revenue growing XXX% YoY LB offers unique exposure to AI infrastructure through land ownership rather than overvalued tech stocks. 3) DCF analysis here (free):"
@simonseverino Avatar @simonseverino on X 2025-07-18 07:01:09 UTC 2301 followers, 2093 engagements

"Goal almost achieved Then my overall portfolio will be 1/3 companies 1/3 options 1/3 real estate. What are your goals How far are you guys $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-06-28 06:53:24 UTC 2300 followers, XXX engagements

"Closed some puts. Sold more puts $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-03 14:23:23 UTC 2300 followers, XXX engagements

"Markets are strong Income Portfolio is stronger Selling CSP 45DTE at XX% Probability of Profit $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-14 14:53:14 UTC 2309 followers, XXX engagements

"Options Sold Today $U $SOFX $NVDX $PTIR $ROBN $ASTS $ADMA $RKLB $HIMS $BAC $SOFI $TNA $SLV $GDX $DKNG $IONQ $CELH $ENPH $TSLL $OSCR $TOST $GTLB"
@simonseverino Avatar @simonseverino on X 2025-07-17 13:59:03 UTC 2306 followers, 1171 engagements

"My Favourite Stocks X. $AMZN Amazon πŸ“¦ X. $SOPH Sophia Genetics 🧬 X. $MA Mastercard πŸ’³ X. $GOOG Alphabet πŸ”Ž X. $V Visa πŸ€‘ X. $CPAY Corpay πŸ’Ή X. $CCCS Intelligent Solutions πŸš— X. $FER Ferrovial 🌁 X. $BLK BlackRock πŸͺ¨ XX. $BKNG Booking 🐬 XX. $KNSL Kinsale πŸ“’ XX. $INTU Intuit πŸ’΅ XX. $CRM Salesforce ☁ XX. $META Meta PlatformsπŸ“² XX. $MSCI MSCI πŸ“Š XX. $SPGI S&P Global πŸ’° What's your favorite πŸ€”πŸ‘‡"
@simonseverino Avatar @simonseverino on X 2024-09-17 07:56:41 UTC 2309 followers, 1635 engagements

"@grok what are the XX companies with the highest ROIC right now Rank them by strongest ROIC trend (The X years ROIC average is higher than the X years ROIC average. Discard all companies with current revenue CAGR below 15%"
@simonseverino Avatar @simonseverino on X 2025-07-26 10:58:51 UTC 2300 followers, XXX engagements

"The X investors I study most. Who are yours $AZPN $ASML $V $MCO $MA $SPGI $FICO $MSFT $CP $GOOG $FER"
@simonseverino Avatar @simonseverino on X 2024-12-17 10:56:40 UTC 2308 followers, 2565 engagements

"Want the ultimate AI play with unbreakable moats FICO processes 264000 home loans in X hours vs industry standard of XX days. πŸ’³ XX% ROIC with XX% US market sharenobody gets fired for choosing the gold standard. Inside Sprint Club I shared the exact hour I bought FICO during the dip. Now trading above fair value but still essential infrastructure for $X trillion lending market. See how smart money identifies companies with regulatory entrenchment and switching costs:"
@simonseverino Avatar @simonseverino on X 2025-07-24 13:54:56 UTC 2309 followers, XXX engagements

"What would you change $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-11 14:41:39 UTC 2310 followers, 2612 engagements

"What would you change Top 3: $RACE $BKNG $LMN $MA $HARVIA $AMZN $HGT $TOI $GOOG $NU $ROKOB $GXO"
@simonseverino Avatar @simonseverino on X 2025-05-06 06:08:32 UTC 2300 followers, 3297 engagements

"You have only X metrics to assess company quality. Which do you pick $HARVIA $GOOG $AMZN $WTC $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $PLTR $ANET $AON $MELI $APH $NU $KLAC $BESI"
@simonseverino Avatar @simonseverino on X 2025-06-02 06:24:34 UTC 2300 followers, 2062 engagements

"I think $AST will pass $FICO soon: $HARVIA $GOOG $AMZN $WTC $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $PLTR $ANET $AON $MELI $APH $NU $KLAC $BESI $ASTS $GLD $GDXJ $SLV $IBIT"
@simonseverino Avatar @simonseverino on X 2025-06-09 14:50:21 UTC 2300 followers, XXX engagements

"What are you adding this week Me: GOOG DHR BLK AMZN Updating the fundamental analysis board for Sprint Club members: $GOOG $DHR $BLK $AMZN $EFX $BESI $SPGI $BAC $NU $MA $SPOT $LLY $HGT $HARVIA $RACE $BKNG $TOI $ROKO $CSU $LMN $BX $V $JPM $IBKR $MSCI $MCO $GXO $NVIDIA $NFLX $FICO"
@simonseverino Avatar @simonseverino on X 2025-04-22 08:46:51 UTC 2300 followers, XXX engagements

"Buy the $LMT dip -X% The company's $XXX billion backlog provides exceptional revenue visibility while its integrated capabilities across multiple domains create competitive advantages that remain difficult to replicate"
@simonseverino Avatar @simonseverino on X 2025-07-22 13:28:34 UTC 2309 followers, XXX engagements

"Best stock to own 2025 $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $KLAC $ASTS $NVDA $CDNS $SHOP $APH $META"
@simonseverino Avatar @simonseverino on X 2025-06-18 09:46:38 UTC 2300 followers, 1321 engagements

"OMG what did I just find. $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $ASTS $NVDA $CDNS $APH $META"
@simonseverino Avatar @simonseverino on X 2025-06-19 13:01:37 UTC 2300 followers, 4161 engagements

"Income from options: May $14K June $10K $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-06-30 14:25:41 UTC 2300 followers, 1108 engagements

"Will publish a valuation of $CYBR next week. Stay tuned"
@simonseverino Avatar @simonseverino on X 2025-07-12 12:57:57 UTC 2308 followers, XXX engagements

"Traders help me: All my options are in equities. To reduce risk I want to add 2-3 non-correlated assets. For example gold futures bond futures USO UNG Table by @tastyliveshow shows the least correlated ones. But am a novice in futures Which 2-3 do you recommend"
@simonseverino Avatar @simonseverino on X 2025-05-30 09:09:52 UTC 2307 followers, XXX engagements

"OPTIONS INCOME Income from options is on track: MAY $XXXXXX JUN $XXXXXX JUL $XXXXX (so far) Below my trades of today. 🀜 Are you guys selling optionsπŸ€› $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-16 16:20:57 UTC 2311 followers, XXX engagements

"Buy $REAX now before real estate rebounces The Real Brokerage Inc. (NASDAQ: REAX) represents a compelling growth story at the intersection of real estate technology and market recovery dynamics. This cloud-based brokerage posted XX% year-over-year revenue growth in Q1 2025 reaching $XXX million while expanding its agent network to over 26000 professionals across the United States and Canada. With analyst price targets suggesting 40-50% upside potential and a business model directly leveraged to housing market activity REAX emerges as a high-conviction play on both structural industry"
@simonseverino Avatar @simonseverino on X 2025-07-25 09:40:26 UTC 2311 followers, XXX engagements

"Income Portfolio vs. $SPY YTD $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-22 15:27:47 UTC 2310 followers, XXX engagements

"@ArenaManCapital Congrats And what a great collection of high quality businesses. Whats your thesis for the Japanese ones"
@simonseverino Avatar @simonseverino on X 2025-04-01 04:23:42 UTC 2311 followers, XXX engagements

"Sold Puts $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"
@simonseverino Avatar @simonseverino on X 2025-07-08 19:02:26 UTC 2300 followers, XXX engagements