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@SwissTPortfolio
"At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. 🫶🤣 Stock up +1% on rebalancing flows. Earnings next week. 👀 Read us. Join us. Sleep well. 📈✨"
@SwissTPortfolio on X 2025-07-17 07:29:11 UTC XXX followers, XXX engagements
"Dont miss the chance to explore how our past ideas have performed (as of July XX before market open): 👇 $HIMS +100% since deep dive (13.1) $IESC +40% (9.2) $PSIX +164% (5.3) $SPGI +8% (14.3) $DUOL -X% (1.5) $WST +7% (22.5) SGX: $BBW +0% (9.6) SWX: $SQN +12% (26.6) $TFG.AS +6% (10.7) Dont miss either the Special Early Members Discount for Life you will find in my bio (portfolio update post). Read us. Join us. Sleep well. 📈✨" @SwissTPortfolio on X 2025-07-18 07:06:53 UTC XXX followers, XXX engagements
"Imho purely on valuation grounds $PTON never delivered sustained profitability or FCF. $HIMS is fundamentally different and already profitable. That said execution still matters ofc. Valuation only holds if the story plays out they still need to execute to justify the valuation" @SwissTPortfolio on X 2025-07-20 19:45:53 UTC XXX followers, XX engagements
"$ASML posted a robust beat: 7.7B rev XXX EPS. But the market got distracted by tariff noise and 2026 fog. Meanwhile ASML is busy: ✅ Buying back shares ✅ Scaling installed base + tech ✅ Guiding +15% rev growth for FY25 ✅ Fouquet: 4460B sales by 2030 Zoom out. 👀 and Read us. Join us. Sleep well. 📈✨" @SwissTPortfolio on X 2025-07-16 11:14:47 UTC XXX followers, XXX engagements
"S&P500 at 22x forward earnings June may look pricey (+0.7x from May 31) until you factor in whats coming. AI-driven margin expansion and productivity gains will redefine earnings power over the next decade. Valuation always depends on the E (earnings). Think long-term. Read us. Join us. Sleep well. 📈✨" @SwissTPortfolio on X 2025-07-20 15:43:08 UTC XXX followers, XX engagements
"Bill Ackman once said Googles $GOOGL so dominant it has to act like its being disrupted. If theyre acting this performance deserves an Oscar. 👀 Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. 📈✨" @SwissTPortfolio on X 2025-07-22 05:35:08 UTC XXX followers, 30.3K engagements
"What do you think $GOOGL will report next week Bill Ackman once said Google is so monopolistic it has to act like its being disrupted. Think about that. 👀 Now imagine he closes the position. 😂 Think about that too. 👀 Will you expect AI fireworks Margin strength Or just another quarter of quiet domination Or will the stock sell off because YouTube blinked or Cloud missed by X% Imho feels like a $NFLX moment no one wants to touch $GOOGL worse than a spin-off stock showing up uninvited in your broker account. Our Earnings Preview drops Monday featuring our full 5-year return model (yes Excel" @SwissTPortfolio on X 2025-07-20 06:18:15 UTC XXX followers, XXX engagements