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@PythiaR "BP names popping all of a sudden $DHR $RGEN"
@PythiaR on X 2025-06-25 19:03:04 UTC 62.1K followers, 7272 engagements

"@evrgn11112231 @itsDanielWu @ROICAHOLIC76 Ya I was originally surprised at the $6b/fab figure but I was attaching to old fab estimates of cost from way back when. If youre figuring $20b per fab over a few years of construction time it sanity checks okay"
@PythiaR on X 2025-07-23 03:29:27 UTC 62.1K followers, XXX engagements

"So $GOOG says GCP is at super tight capacity and is raising capex. If $MSFT and $AMZN do the same and $TSM is at record tight capacity & high utilization already"
@PythiaR on X 2025-07-23 21:15:04 UTC 62.1K followers, 18.2K engagements

"Lets get something straight 1) Nobody pumped Moberg. Your inability to differentiate between joke tweets and a pump is your problem not mine. Being (extremely) wrong doesnt make something a pump job. 2) Moberg was a XX% position at cost that doubled and then crashed and then nearly doubled and then crashed again. My loss was a lot less than 70%. 3) $CLPT is up XXX% since I made it a position. My ACB is higher because Ive added to it along the way. 4) I do talk about $CLPT go read my fucking tweets. I just dont do it as nauseum like Moberg because of fucksticks like yourself who have given me"
@PythiaR on X 2025-07-23 12:35:50 UTC 62.1K followers, 27K engagements

"Has anyone looked at $KBL.TO Uniform service like $CTAS in Canada/UK XX% customer retention XX% mkt share in Canada (30% private XX% insourced so potential conversions) and now trying to grow more aggressively via M&A to plug in more volume & coming off big capex cycle to upgrade facilities. XX% healthcare XX% hospitality biz mix at present. CEO has been there XX years good run initially but stock has been flat the last decade. Not sure she gets it or whats changed exactly to make this work. Will never be $CTAS because theyre operating in multiple countries without the route density of the US"
@PythiaR on X 2025-06-17 15:17:49 UTC 62.1K followers, 6649 engagements

"@lefttailguy @shots_goal @salesforce Daily liquidity the whole time"
@PythiaR on X 2025-07-22 21:40:07 UTC 62.1K followers, XXX engagements

"@evrgn11112231 Will ASMI grow in 2026 tho which is of course the only question that matters"
@PythiaR on X 2025-07-22 16:25:59 UTC 62.1K followers, XXX engagements

"@4drant They sure as hell werent selling their 2026 guide tho 😂😂"
@PythiaR on X 2025-07-21 20:00:50 UTC 62.1K followers, XXX engagements

"@brentmuio @LibertyRPF @Invesquotes Dont look at $MRU.TO if you dont like GM expansion haha"
@PythiaR on X 2025-06-24 17:07:24 UTC 62.1K followers, XXX engagements

"I dunno bro you can buy $ASML at 27x forward or Schneider Electric that sells I dunno liquid cooled boiled wieners or something for 25x. Cummon now"
@PythiaR on X 2025-07-03 16:52:04 UTC 62.1K followers, 57.4K engagements

"BREAKING: West Pharmaceutical Services to be renamed South Pharmaceutical Services"
@PythiaR on X 2025-02-13 15:17:48 UTC 62.1K followers, 18.1K engagements

"NVDAs success is going to probably drive a lot of the other X and if theyre successful at maintaining their value capture which is a big if then it may be an expensive short. Jensen isnt just angling for AI hes angling for robotics and everything else. I think its easier to just be long ASML and TSM without the short tbh"
@PythiaR on X 2025-07-23 03:35:09 UTC 62.1K followers, XXX engagements

"@evrgn11112231 Sir my book of $AVGO $CRWV $GEV $ORCL $NVDA $ARM and $KLAC is artisanal alpha everyones just now coming around to my differentiated view of street ests on these where numbers are just replaced by rocket emojis 🚀"
@PythiaR on X 2025-07-21 19:45:43 UTC 62.1K followers, XXX engagements

"Id love it if the new $TMO CFO could do their buybacks like when it makes sense and not just blow $3b a year every January"
@PythiaR on X 2025-07-23 19:51:54 UTC 62.1K followers, 3227 engagements

"If a complete joke of an investor thinks youre a complete joke of an investor you win"
@PythiaR on X 2025-07-22 13:53:12 UTC 62.1K followers, 72.8K engagements

"$TXN calls #2 behind only $AAPL as the least valuable earnings season reading. Used to think their IR was okay but feels like theyre too far up their own ass now"
@PythiaR on X 2025-07-22 20:54:36 UTC 62.1K followers, 12.2K engagements

"@PH0ENIXSMITH Ah yes my old friend the get X years of IRR in X months"
@PythiaR on X 2025-07-22 18:32:21 UTC 62.1K followers, XXX engagements

"@evrgn11112231 @lanaar2 @itsDanielWu @ROICAHOLIC76 Think it did that no"
@PythiaR on X 2025-07-23 17:40:01 UTC 62.1K followers, XXX engagements

"@onodacapital1 @JabroniCapital $MEDP skews more early stage/preclin work IIRC so limited read through to some of the more mature players. Likely $TMO sees some read thru but tbh its limited as PPD that TMO owns has more mature customer base. Surprised at the move. Results are fine not +45% good tho"
@PythiaR on X 2025-07-21 21:20:14 UTC 62.1K followers, XXX engagements

"3 is notable because there is X built in for edge AI in $ASML guide now or in 2030"
@PythiaR on X 2025-07-20 14:02:07 UTC 62.1K followers, 19.5K engagements

"@TangoGrenada Mmm delicious hater tears keep it coming"
@PythiaR on X 2025-07-23 12:14:14 UTC 62.1K followers, 2014 engagements

"The only reason you should own $ROP over $Csu.to is because youre an industrials sector or US only investor who literally cant own $CSU.TO"
@PythiaR on X 2025-04-24 12:06:04 UTC 62.1K followers, 5030 engagements

"@bizalmanac $CMG.To down XX% YTD $CSU.TO +11% 🤷"
@PythiaR on X 2025-06-03 17:11:09 UTC 62.1K followers, 7373 engagements

"In a way Israel neutering Iran is a perfect example of the power of small well resourced independent and highly focused teams. $CSU.TO $DHR etc etc"
@PythiaR on X 2025-06-22 01:13:22 UTC 62.1K followers, 11.9K engagements

"Some fun last X months: $ELF + XX% $COTY -XX% $W XX% $RH -XX% $CELH +28% $PEP -XX% $AVGO + XX% $INTC -X% $NOW +24% $HUBS -X% $GEV +74% $SU +4% $NVDA +42% $AAPL -XX% $DIM.FP +11% $TMO -XX% $GILD +0% $REGN -XX% $CLH +16% $WCN -X% $CTAS +8% $VSTS -XX% $FIX +60% $WSO -15%"
@PythiaR on X 2025-06-27 15:46:12 UTC 62.1K followers, 10.3K engagements

"Went on a X week vacation and I come back and my magic monopoly is down XX% every health care investor has committed Seppuku and a home flipping shitco is up XXX% Great job everyone"
@PythiaR on X 2025-07-21 19:07:36 UTC 62.1K followers, 40K engagements

"$DHR raises FY EPS guide -X% $OSCR cuts net income by $500m +7% Efficient markets"
@PythiaR on X 2025-07-22 12:29:11 UTC 62.1K followers, 12.1K engagements

"@evrgn11112231 Yes but have you considered $KLAC will have positive revisions forever and $ASML 2027 numbers need to be cut down so they can be raised to exactly where they are today so its uninvestable garbage"
@PythiaR on X 2025-07-22 00:12:41 UTC 62.1K followers, XXX engagements

"Its amazing how quickly Fintwit has rallied around Sydney Sweeneys ass I mean $AEO stock sorry typo"
@PythiaR on X 2025-07-23 20:53:43 UTC 62.1K followers, 5678 engagements

"And cue the quarterly retarded takes about $ASML quarterly beats and misses. You guys are pathetic honestly"
@PythiaR on X 2025-07-16 12:25:35 UTC 62.1K followers, 11.7K engagements

"Okay so I guess were paying 27x earnings for engineering services rollups. $STN.TO $WSP.TO Weak form rollup: Scale moat isnt super strong not huge synergies from M&A yes big TAM w/geographic upside for $STN.TO who just entered Europe but like feels rich for a biz with basically no real competitive advantages"
@PythiaR on X 2025-06-02 19:10:40 UTC 62.1K followers, 4690 engagements