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@wolfofharcourt "If Waymo truly plans to never compete with $UBER and instead sees them as a long-term partner thats enormously bullish"
X Link @wolfofharcourt 2025-10-13T11:33Z 18.7K followers, 20.6K 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 @wolfofharcourt 2025-10-10T10:11Z 18.7K followers, 16.1K engagements

"$MELI Maintained at Positive by Susquehanna PT cut to $2900 from $2975"
X Link @wolfofharcourt 2025-10-14T10:30Z 18.7K followers, 5313 engagements

"@AusEmpire69 @portseido Im not far of XX% with $NU and $MELI excluding $SE in Brazil"
X Link @wolfofharcourt 2025-10-02T04:54Z 18.7K followers, XXX engagements

"@david_np24766 $MELI building the critical infrastructure in LatAm"
X Link @wolfofharcourt 2025-10-10T00:36Z 18.7K followers, XXX engagements

"@LukaCapital @financialit_net @Adyen Great find thank you πŸ‘"
X Link @wolfofharcourt 2025-10-14T22:31Z 18.7K followers, XX engagements

"$SE revenue consensus keeps climbing this year: 2025: $19.9B $21.8B 🟒 2026: $23.1B $26.7B 🟒 2027: $26.5B $31.0B 🟒 Stock: +80% YTD. Momentum backed by fundamentals"
X Link @wolfofharcourt 2025-10-08T11:40Z 18.7K followers, 9470 engagements

"$ASML Maintained at Overweight by JP Morgan PT raised to 1000 from 822"
X Link @wolfofharcourt 2025-10-07T07:12Z 18.7K followers, 4867 engagements

"@RHInvestments17 $SE has had more success than most in Brazil. Its overtaken Amazon but still lags $MELI"
X Link @wolfofharcourt 2025-10-02T13:08Z 18.7K followers, XXX 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 XX% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"
X Link @wolfofharcourt 2025-10-04T12:18Z 18.7K followers, 19K engagements

"@fools_gd Yup $SE definitely hasnt been trounced in Brazil"
X Link @wolfofharcourt 2025-10-05T00:34Z 18.7K followers, XXX engagements

"$UBER and Riyadh Air have signed a long-term partnership to create a seamless travel experience in Saudi Arabia and beyond. $UBER services will integrate into Riyadh Airs app offering door-to-door travel and loyalty perks as the airline targets 100+ destinations by 2030"
X Link @wolfofharcourt 2025-10-07T10:54Z 18.7K followers, 17.1K engagements

"The sophistication of cyberattacks right now is insane. A new malware SorvePotel is exploiting WhatsApp Web to infect Windows systems posing a real threat to corporate networks. Researchers at Trend Micro found it spreads automatically through the desktop version of WhatsApp with a big focus on Brazilian users. Unlike typical malware that goes after data or ransom SorvePotel prioritizes speed and spread delivering a malicious ZIP file that only opens on desktop. Cyberattacks are inevitable resilience is essential. Very bullish $RBRK"
X Link @wolfofharcourt 2025-10-04T11:18Z 18.7K followers, 3235 engagements

"Why I sold Texas Instruments"
X Link @wolfofharcourt 2025-10-08T12:08Z 18.7K followers, 1398 engagements

"$MELI continues to dominate cross-border ecommerce in Argentina A new MIDTerm report by CACE & Kantar shows: X% of Argentines made their first international digital purchase in 2025 $MELI leads with XX% share especially in tech & fashion Trailing behind: $BABA: XX% $AMZN: XX% Temu: XX% Shein: X% Despite aggressive newcomers $MELI remains the undisputed leader"
X Link @wolfofharcourt 2025-10-03T08:24Z 18.7K followers, 22.5K engagements

"$RBRK revenue consensus since the start of the year: FY 26: $1.10B $1.23B 🟒 FY 27: $1.38B $1.54B 🟒 FY 28: $1.77B $1.93B 🟒 Textbook beat and raise formula from management all year"
X Link @wolfofharcourt 2025-10-15T07:43Z 18.7K followers, 3053 engagements

"Wild stat from @TechCrunch - South Korea has had a major cybersecurity incident every month this year. Cybersecurity isnt a trend its a long-term necessity. Long $RBRK"
X Link @wolfofharcourt 2025-10-05T06:30Z 18.7K followers, 3407 engagements

"$ADYEN teams up with Simons Canadas oldest family-owned retailer to bring Klarna AliPay & WeChat to checkout. Powering payments across XX stores and e-commerce $ADYEN links all channels for flexible payments & deeper customer insights"
X Link @wolfofharcourt 2025-09-25T10:05Z 18.7K followers, 2684 engagements

"$SE Hanoi is going digital The city will launch a store on Shopee and aims for XX% of its OCOP products (excluding fresh/processed goods) to be online by 2025. Businesses must adopt e-tools like e-signatures and e-invoices with training to run stores effectively. Bullish"
X Link @wolfofharcourt 2025-10-01T08:42Z 18.7K followers, 3140 engagements

"The optionality this gives $MELI from that float is enormous. "Over 1M people now collect their allowances through MercadoPago. Until 2022 most withdrew cash within XX hours earning 0%. Today XX% keep it digital over $36.9B circulating in the formal economy.""
X Link @wolfofharcourt 2025-10-10T11:03Z 18.7K followers, 6142 engagements

"$ADYEN +5% today no news that I can find. Maybe the market just realised that XX% of payments in Europe are still cash"
X Link @wolfofharcourt 2025-10-02T10:57Z 18.7K followers, 5219 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 20000 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 @wolfofharcourt 2025-10-10T07:36Z 18.7K followers, 25.1K engagements

"@mycreditjourney @qualtrim This has been the $UBER bull case all along but there has always been doubts about it being the reality"
X Link @wolfofharcourt 2025-10-13T22:25Z 18.7K followers, XXX engagements

"I am a $RBRK shareholder. Who are you"
X Link @wolfofharcourt 2025-10-06T10:10Z 18.7K followers, 12.3K engagements

"I sold $TXN this week. +22% gain but it cost me XX% in opportunity. Heres why I exited what I learned and how it shapes my portfolio going forward πŸ‘‡"
X Link @wolfofharcourt 2025-10-08T12:08Z 18.7K followers, 7114 engagements

"🚨 Indonesia has suspended TikToks registration after it failed to meet data-sharing rules Authorities cited links between TikTok Live and online gambling during recent protests. Extremely bullish for $SE. Shopee now has free rein in live shopping"
X Link @wolfofharcourt 2025-10-04T07:57Z 18.7K followers, 6404 engagements

"$RBRK is one of the most attractive high-growth software businesses on the market today"
X Link @wolfofharcourt 2025-09-30T12:11Z 18.7K followers, 8877 engagements

"$MELI is entering a new chapter. Founder @marcos_galperin begun succession planning three years ahead of January 2026. Heres what this means for $MELI and how the company is preparing for life after its founder πŸ‘‡"
X Link @wolfofharcourt 2025-10-14T11:33Z 18.7K followers, 8112 engagements

"$ASML Earnings Preview $ASML reports Q3 2025 results tomorrow morning. Consensus expects: Revenue: 7.73B (+4% YoY) EPS: XXXX (+2%) As always all eyes will be on net bookings which tend to be volatile quarter to quarter"
X Link @wolfofharcourt 2025-10-14T12:44Z 18.7K followers, 5018 engagements

"There have been plenty of cyber breaches lately that highlight why a company like $RBRK matters but this one might be the most bullish of all. South Koreas government just lost XXX TB of data permanently because they didnt have a service like $RBRK"
X Link @wolfofharcourt 2025-10-09T06:12Z 18.7K followers, 7817 engagements

"$ADYEN response to the Fed on fraud prevention in the AI era is worth a read"
X Link @wolfofharcourt 2025-09-29T07:55Z 18.7K followers, 4913 engagements

"Mexicos banking landscape is changing fast. The share of multibank customers jumped from XX% in 2022 to XX% in 2024 (VML The Cocktail). Top entities by shared customers: X. BBVA: XX% X. $MELI Pago: XX% X. Banco Azteca: XX% X. Spin by OXXO: XX% X $NU: XX% Within ATMs BBVA remains #1 but $MELI Pago is now #2 a fintech that didnt even appear in the 2022 study. Three of the top five ( $MELI Pago Spin $NU) are fintechs"
X Link @wolfofharcourt 2025-10-06T08:51Z 18.7K followers, 5870 engagements

"This weeks earnings Portfolio $ASML Watching $TSM Another earnings season is upon us already"
X Link @wolfofharcourt 2025-10-12T10:00Z 18.7K followers, 3976 engagements

"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 2026 earnings call"
X Link @wolfofharcourt 2025-10-02T10:44Z 18.7K followers, 2656 engagements

"Over the years the Uber Eats app alone has saved consumers more than XXXX million hours each year - Alex Troughton $UBER regional general manager of grocery and retail for EMEA and UK Convenience is no longer a luxury its an expectation"
X Link @wolfofharcourt 2025-10-14T10:45Z 18.7K followers, 2342 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 @wolfofharcourt 2025-10-09T09:29Z 18.7K followers, 12.9K engagements

"$V is piloting stablecoin prefunding through Visa Direct connecting 11B+ cards bank accounts and wallets. Its testing stablecoins as a new funding source to speed up global payouts and unlock liquidity. I dont know how stablecoins play out but $V will be a big player"
X Link @wolfofharcourt 2025-10-06T10:15Z 18.7K followers, 3400 engagements

"@SumaCumBarden Vast majority of $SE business is in SEA"
X Link @wolfofharcourt 2025-10-02T13:29Z 18.7K followers, XXX engagements

"@contextinvestor @dming One good example I have is $FVRR. Look how much revenue growth has slowed and they also announced XX% lay offs last month"
X Link @wolfofharcourt 2025-10-04T14:57Z 18.7K followers, XXX engagements

"Big milestone for $SE in Brazil Shopee is now the official store for Ford Motorcraft parts. Ford joins over 1000 major brands in Shopees Official Stores section as well as the recently launched Mechanics Club a collection of automotive companies that have seen a XXX% increase in searches and an XX% rise in sales over the past year. This partnership shows Shopees continued push upmarket into higher-value categories expanding beyond everyday consumer goods into automotive parts and accessories"
X Link @wolfofharcourt 2025-10-15T10:07Z 18.7K followers, 3764 engagements

"@investingbyGenZ $MELI has been gradually driving down shipping fees this is a deliberate long-term strategy"
X Link @wolfofharcourt 2025-10-08T07:34Z 18.7K followers, XXX engagements

"When $AMZN entered Latin America in 2013 $MELI board debated shutting down Mexico. The safe move was retreat. Instead they 7xd marketing spend. Their message: Every square metre of Latin America will cost you. What a banger of a quote"
X Link @wolfofharcourt 2025-10-15T11:31Z 18.7K followers, 4932 engagements

"$ADYEN partnership with Xscape Theaters 🎬 $ADYEN will power seamless payments for Xscapes X U.S. locations catering to digital-savvy moviegoers (47% of their base). From CashApp Pay to Klarna Xscape is modernising the theater experience with premium screens and modern payments by adopting $ADYEN"
X Link @wolfofharcourt 2025-09-26T07:08Z 18.7K followers, 2685 engagements

"$RBRK CEO @bipulsinha on @CNBC "You can't prevent the unpreventable. Police can't stop all crimes that's why you have judges and courts. Cyber resilience is fundamental to every business.""
X Link @wolfofharcourt 2025-10-14T00:21Z 18.7K followers, 6508 engagements

"@European_DGI I remember a couple of years ago when $ADYEN got cut in half I started buying at XXX. Consensus view on FinTwit at the time was that $PYPL was a better pick and it would outperform. I prefer to invest in the market share gainer not the one getting its lunch eaten"
X Link @wolfofharcourt 2025-09-26T09:57Z 18.7K followers, 1216 engagements

"The Asahi ransomware attack highlights why $RBRK matters. $RBRK's immutable backups rapid data recovery and real-time anomaly detection could have: Blocked attackers from deleting or encrypting safe copies Flagged unusual activity instantly Restored systems to pre-attack states within hours In past cases $RBRK customers hit by ransomware recovered XXX% of files paid zero ransom and were back to business in under XX hours. If Guinness production ever stopped due to a cyberattack and they werent using $RBRK thered be riots in Ireland h/t @KairosPraxis"
X Link @wolfofharcourt 2025-10-03T11:12Z 18.7K followers, 17K engagements

"$EVO Morgan Stanley Keeps Hold Rating PT SEK 830"
X Link @wolfofharcourt 2025-10-09T06:42Z 18.7K followers, 4800 engagements

"$SE Shopee Doubles Down on Brazil Shopee has opened its 14th distribution center in Brazil part of a push to cut delivery times and strengthen its local seller network. Since entering the market in 2019 Shopee has built one of Brazils fastest-growing e-commerce infrastructures key to competing with $MELI and $AMZN who continue pouring capital into regional infrastructure. By decentralizing operations and adding more hubs Shopee aims to improve fulfillment speed boost last-mile efficiency and expand reach for small and mid-sized merchants"
X Link @wolfofharcourt 2025-10-07T12:03Z 18.7K followers, 7376 engagements

"WOW 🚨 $SE Free Fire just became the top-grossing mobile shooter in the US US gamers now spend more on Free Fire than Call of Duty Mobile fueled by anime + Netflix tie-ins In July it leapt X spots to #6 overall in mobile sales lifting US mobile spend +7% (Source: Circana)"
X Link @wolfofharcourt 2025-08-30T08:04Z 18.7K followers, 13K engagements

"@WC_Gamer_BG E-commerce is all about volumes. Do you want to maximise profit in the short term or the long term"
X Link @wolfofharcourt 2025-10-08T23:31Z 18.7K followers, XX engagements

"$ABNB biggest problem is a lack of focus. These buzzwords are all well and good but do travellers really want another social network"
X Link @wolfofharcourt 2025-10-11T06:57Z 18.7K followers, 6253 engagements

"$SE Free Fire teams up with Soul Land a hit Chinese anime watched by millions This adds to its long list of collabs with global stars pop culture icons and top series. In gaming IP is king and with AI lowering barriers $SE is still sitting on a cash cow"
X Link @wolfofharcourt 2025-09-25T11:17Z 18.7K followers, 2624 engagements

"$EVO downgraded by JPMorgan to Underweight (PT cut to SEK675 from SEK830) JPM cites: Structurally lower growth ahead Ongoing Asia & Europe challenges FY26+ rev & EBITDA cut X% (now 8-11% below consensus) Valued at 7x vs current 9.5x"
X Link @wolfofharcourt 2025-10-03T06:30Z 18.7K followers, 10.4K engagements

"@SayNoToTrading And the $MELI strategy is that people who buy a low value item today will end up buying expensive electronics in the future so its really an efficient long-term CAC tool"
X Link @wolfofharcourt 2025-10-08T22:19Z 18.7K followers, XXX engagements

"Update: A week later and Asahis systems are still down forcing them to ship beer MANUALLY I don't own enough $RBRK"
X Link @wolfofharcourt 2025-10-05T11:02Z 18.7K followers, 11.2K engagements

"$ABNB Nights & Experiences growth slowed again in Q2. Meanwhile Booking Holdings is growing faster off a bigger base. I sold in May and nothing in this report makes me regret it. Shares fell X% yesterday"
X Link @wolfofharcourt 2025-08-08T10:48Z 18.7K followers, 3289 engagements

"$MELI The Succession"
X Link @wolfofharcourt 2025-10-14T11:33Z 18.7K followers, 1653 engagements

"$ADYEN S&P Global projects net revenue growth to accelerate in 2026"
X Link @wolfofharcourt 2025-10-15T09:19Z 18.7K followers, 2980 engagements

"Some thoughts on the new $SHOP and OpenAI partnership bringing commerce directly to ChatGPT. The market is buzzing over how AI might reshape shopping by letting users discover and buy through conversation. But $AMZN's unmatched distribution and fulfillment network remain untouched. $AMZN has spent decades building global infrastructure: warehouses automation robotics logistics tech. This allows ultra-fast deliveries seamless returns and customer support that others cant match at scale. Even if AI front ends like ChatGPT streamline discovery and intent the back end still runs through $AMZN's"
X Link @wolfofharcourt 2025-10-05T12:20Z 18.7K followers, 4731 engagements

"@StockMarketNerd $MELI"
X Link @wolfofharcourt 2025-10-13T13:52Z 18.7K followers, 6639 engagements

"$ASML just hit XXX +50% in X months. Insane run"
X Link @wolfofharcourt 2025-10-06T12:34Z 18.7K followers, 15.9K 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 XX% 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 30000 small and medium businesses sell on $MELI compared to just 2000 in Peru. As Meyer puts it: We have the technology"
X Link @wolfofharcourt 2025-10-09T12:16Z 18.7K followers, 15.8K engagements

"Portfolio Review - September 2025 $MELI $META $SE $AMZN $NU $ADYEN $ASML $MSFT $ABBV $EVO $RBRK $UBER $INPST $V $TXN $NIO Three positions I added to Q3 and YTD performance and current buy list. Full reviewπŸ‘‡"
X Link @wolfofharcourt 2025-10-01T12:07Z 18.7K followers, 8383 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 πŸ™ Link below πŸ‘‡"
X Link @wolfofharcourt 2024-06-27T12:04Z 18.7K followers, 125.7K engagements

"When money was free $SE could burn billions chasing growth. Now that eras over and thats bullish for those who made it through"
X Link @wolfofharcourt 2025-10-10T08:29Z 18.7K followers, 5016 engagements

"From near collapse to dominance in Latin America the rise of $MELI was no accident. Episodes 1019 of the climbers & scalers podcast uncover how $MELI survived the dot-com crash outmaneuvered $AMZN and turned inconscience into innovation. Read Part X πŸ‘‡"
X Link @wolfofharcourt 2025-10-03T13:09Z 18.7K followers, 6507 engagements

"$MELI is turning up the heat in Brazil Starting Oct XX subscribers get free same-day shipping on orders over R$19. In June $MELI made its biggest move in X years by cutting the free shipping threshold from R$79 to R$19. Four new fulfillment centers are coming by end-2025"
X Link @wolfofharcourt 2025-10-08T07:14Z 18.7K followers, 10.2K engagements

"$MELI fell X% yesterday as $AMZN made its most aggressive move in Brazil since entering the market. From Sept XX to Dec X 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 @wolfofharcourt 2025-10-02T10:11Z 18.7K followers, 72.4K engagements

"$RBRK named a leader in IDC MarketScape for worldwide cyber recovery. Further external validation of the strength of the $RBRK thesis"
X Link @wolfofharcourt 2025-10-13T09:16Z 18.7K followers, 5640 engagements

"$V trades at 27x forward earnings $ADYEN at 35x. Which one delivers stronger returns over the next X years"
X Link @wolfofharcourt 2025-09-29T11:29Z 18.7K followers, 10.5K engagements

"$INPST cuts shipping prices for Allegro deliveries starting Nov X New rate: PLN XXXX net (10.95 gross) down from XXXX (11.49). A textbook case of scale economies shared: lower costs passed straight to customers"
X Link @wolfofharcourt 2025-10-07T11:43Z 18.7K followers, 3281 engagements

"@Kaizen_Investor There are tonnes. The ones I own are $ADYEN $ASML $INPST and $EVO at the moment"
X Link @wolfofharcourt 2025-09-26T07:14Z 18.7K followers, XXX engagements

"Current Priority Watchlist Wise $WISE Axon $AXON Hermes $RMS Coupang $CPNG Hims & Hers $HIMS What's on yours"
X Link @wolfofharcourt 2025-06-01T11:08Z 18.7K followers, 16.4K engagements

"Happy Easter to all that celebrate If you are enjoying some chocolate there is a good chance its owned by one of the below 🍫 $MDLZ $NESN.SW $UA $GIS $HSY"
X Link @wolfofharcourt 2023-04-09T11:07Z 18.7K followers, 3621 engagements

"$SE Shopees XXX campaign in the Philippines hit a record 11M items sold in a single day"
X Link @wolfofharcourt 2025-09-29T10:24Z 18.7K followers, 2919 engagements

"@SixSigmaCapital I was going to suggest $RBRK but I feel like this has entered consensus since I first wrote about it X months ago"
X Link @wolfofharcourt 2025-10-10T11:20Z 18.7K followers, XXX engagements

"$MELI partners with Flash to transform how used cars are bought and sold in Argentina Sellers can now: X. Get a free inspection to determine value X. Accept an instant offer and get paid in 24h X. Auction to 5000+ dealers (paid in XX days) X. List directly on $MELI with verified reports Flash handles everything: paperwork signing and payments. A major step toward improving the experience for 40000+ sellers each month in Argentinas 150k-unit used car market"
X Link @wolfofharcourt 2025-10-07T09:06Z 18.7K followers, 9209 engagements

"@QualityInvest5 $UBER going to outmaneuver $ABNB"
X Link @wolfofharcourt 2025-10-07T22:39Z 18.7K followers, XXX engagements

"$MELI Journey From Startup to Global Platform"
X Link @wolfofharcourt 2025-10-03T13:09Z 18.7K followers, 1593 engagements

"Who bought the $RBRK dip"
X Link @wolfofharcourt 2025-10-02T13:47Z 18.7K followers, 5015 engagements

"Hard to believe how much money is packed into a single data center. Hundreds of millions in assets all needing insurance. Huge market emerging here"
X Link @wolfofharcourt 2025-10-12T05:18Z 18.7K followers, 5465 engagements