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@Vrushabh3211 "Current Defence holdings - $RHM.DE $FNCNF $PAOTF $DASTY $SAABY $KBGGY $KTOS $HWM $BSEN $ESLT $HXL"
@Vrushabh3211 on X 2025-07-02 12:39:36 UTC XXX followers, XXX engagements

"$RHM.DE / $RNMBY Been watching European thematic ETF flows lately pretty insane stat: ARK Invest says defence ETFs accounted for XX% of all thematic net inflows in Q1about $XXX billion of $XXXX billion Morgan Stanley also calls out that EU defence is now more attractive than AI naming Rheinmetall the best stock in Europe. Sales could soar from XX to XX billion by 2029 Massive order backlogs. 👉 Source: Citywire/Future Portfolio Adviser"
@Vrushabh3211 on X 2025-07-02 12:34:20 UTC XXX followers, XX engagements

"Great news Glad to hear Europe stepping up with $KOG setting up an office in Ukraine"
@Vrushabh3211 on X 2025-07-16 21:43:57 UTC XXX followers, XX engagements

"Added $KTOS $TMDX sub XXX is a steal $BRKR and $IQV"
@Vrushabh3211 on X 2025-07-22 13:41:38 UTC XXX followers, XXX engagements

"Burberry $BRBY / $BURBY Q1 FY26 Highlights: 🧥 Sales -X% YoY (vs -X% prior Q) 🌍 Americas +4% EMEIA +1% China -X% Japan -XX% 💸 80M cost-saving plan on track 🧣 Classic relaunch (Scarf Bar trench coats) gaining traction 📈 Early signs of turnaround margin outlook stable Have a position at $XX looking for $XX exit. China has been a tough market for the entire luxury space since mid 2022. Hope all of them can recover"
@Vrushabh3211 on X 2025-07-18 12:59:39 UTC XXX followers, XXX engagements

"Intellego Technologies $INT About: Intellego develops advanced color-changing UV dosimeters that help professionals and consumers visually confirm UV exposure. These dosimeteres are used for disinfection industrial curing horticulture or sun safety. Their business model is built around high margin single use consumables driving strong recurring revenue. Q1 2025 Results: $19.3M in revenue (+152% YoY) and $12.6M EBIT. OEM deals with Henkel (industrial UV) and Likang ( China healthcare) are gaining serious traction. 2025 guidance raised to $57M revenue and $24M EBIT. Valuation: Market cap sits"
@Vrushabh3211 on X 2025-07-19 21:42:14 UTC XXX followers, 6808 engagements

"Amen I cant take it when corporate folks walk around with Robinhood. IBKR is amazing. Can hook up the api and visualise the portfolios in n different ways. @IBKR"
@Vrushabh3211 on X 2025-07-19 00:58:30 UTC XXX followers, XXX engagements

"Sold $BRKR that I purchased during the dip few days ago. New position $DSY / $DASTY. Added some $AR"
@Vrushabh3211 on X 2025-07-24 16:10:09 UTC XXX followers, XX engagements

"This is a valuable adage that most in the investment world often overlook. $EL Im looking for a 120$ exit. i bought around XX during the April crash of 2025. With china sales improving in overall luxury space Estee Lauder can make a comeback in 2025 probably"
@Vrushabh3211 on X 2025-07-18 06:14:46 UTC XXX followers, XXX engagements

"@nrossolillo I hope this goes through. Whats the projected acquisition price"
@Vrushabh3211 on X 2025-07-23 20:47:49 UTC XXX followers, XX engagements

"Added $ERJ Embraer quick swing position. I hope that the contesting parties can settle for a lower tariff rate as XX% is extremely high"
@Vrushabh3211 on X 2025-07-10 13:44:04 UTC XXX followers, XXX engagements

"first sentence is definitely a XXX. Not all markets do well on a yearly cadence. A good investor seeks better opportunities today for tomorrow"
@Vrushabh3211 on X 2025-07-24 22:45:51 UTC XXX followers, XXX engagements

"Averaged some Embraer $ERJ and $TMDX. I hope #Brazil makes a deal soon and those XX% tariffs go away"
@Vrushabh3211 on X 2025-07-21 15:57:28 UTC XXX followers, XXX engagements

"Added $ASML to my longterm folio averaged $BBAR sold $VSCO"
@Vrushabh3211 on X 2025-07-23 14:08:35 UTC XXX followers, XXX engagements