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@evrgn11112231 "@RAMCOCAPITAL @DynamicMoats @PythiaR @ErnestWongBWM Are you buying $TDG or $VRX $MCO or $UNH These seem obvious in hindsight but ex-ante it's extremely difficult to determine and that's where the alpha is"
X Link @evrgn11112231 2025-05-15T14:15Z 6435 followers, XXX engagements

"$BME.L This company reports earnings tonight US time (am in the UK). My second biggest position. Been an absolute dog over the last year as they've been missing LFLs on what I think are mostly cyclical issues. Stock has been left for dead and is trading at 7.5x earnings on street numbers (which are probably a little too high). Street bracing for a big margin reset - my estimates are lower than lowest sell-sider but still only trading at 8.5x PE And should grow both LFL and stores from here. I think stock easily has well over XXX% upside. Who knows how it will trade shorter term but this is"
X Link @evrgn11112231 2025-07-14T23:39Z 6438 followers, 13.4K engagements

"$BME.l 6.5mm of 19mm of shares traded yesterday were Walleye and DE Shaw shorting the stock on a huge gap down. What are they playing for at this point stock is 6.8x consensus ntm PE with no liquidity issues and LFL's which have stabilized and a new CEO"
X Link @evrgn11112231 2025-07-16T17:23Z 6438 followers, 12.1K engagements

"lol geeeez. They're still going. Walleye shorting this thing was 1/3 of the volume yesterday. $BME.L"
X Link @evrgn11112231 2025-07-22T22:01Z 6438 followers, 6576 engagements

"@Silicon_Fly This post you are quoting isnt about ASML but rather ASM International the deposition company"
X Link @evrgn11112231 2025-07-26T12:09Z 6431 followers, XXX engagements

"*top in every stock I own"
X Link @evrgn11112231 2025-10-03T23:37Z 6437 followers, 10.4K engagements

"@rev_cap Crazy bullish on AI and memory (and associated mega capacity build out required) but not a SINGLE mention of semicap. We are still very early. @TBU12345678 @lokoyacap @PythiaR"
X Link @evrgn11112231 2025-10-18T17:57Z 6439 followers, 3935 engagements

"$ASML trades at an XX turn discount to $GE as semicap enters its engine AM up-cycle moment"
X Link @evrgn11112231 2025-10-18T19:33Z 6438 followers, 39.2K engagements

"At least it's no longer at a discount to $SAF.f"
X Link @evrgn11112231 2025-10-18T19:40Z 6437 followers, 3020 engagements

"@s_nav123 @RAMCOCAPITAL tbh i wouldn't hate $ASML investing in Anduril and giving Palmer Luckey a board seat lol (although he may try to withdraw from China completely hah)"
X Link @evrgn11112231 2025-10-18T20:07Z 6438 followers, XXX engagements

"Best thing I've ever read in one place on the history of $ASML scanners the development of their natural monopoly and the learning curve + scale driven moats (that are arguably more important than their technological ones)"
X Link @evrgn11112231 2025-10-18T21:34Z 6441 followers, 36.1K engagements

"@regissweeney_jr I've long been uncomfortable with the level of historical pricing they've taken and the go forward pricing needed to underwrite to make the math interesting. I'm stale though"
X Link @evrgn11112231 2025-10-19T04:43Z 6437 followers, XXX engagements

"@PythiaR @riddle245 yes the math on $TDG has always been stupid if you ever plugged into your model actually what you thought the business would really earn over time based on how you think it actually works"
X Link @evrgn11112231 2025-10-19T15:44Z 6437 followers, 1428 engagements

"@itsDanielWu This is the most important thing:"
X Link @evrgn11112231 2025-10-22T00:14Z 6439 followers, 1828 engagements

"Its only 35x earnings so still plenty cheap but no reason killing yourself trying to figure out if they will beat. In real upcycle they will destroy estimates as everyone will take wfe up way past what any are underwriting and then just dont get too excited and sell to those who do"
X Link @evrgn11112231 2025-10-22T00:16Z 6439 followers, XXX engagements

"Cycles dont determine whether or not a company is a monopoly. And whether or not they keep it is a function of the depth and direction of their moats and product substitution risk. Its a lot of work obviously to figure those things out but easy to just look at one example. ASML is the closest thing to a pure unregulated monopoly today that Im aware of. They were a latecomer to lithography in the 80s but by the late 90s they were a leader with differentiated tech - but still one of X players. By early 2000s that had whittled down to X then briefly thereafter X that could compete in most"
X Link @evrgn11112231 2025-10-25T21:50Z 6440 followers, XXX engagements

"Also they are the only companies really levered to sustained secular growth sectors growing 2-3x gdp kind of forever. Yes with large operating leverage theoretically (much more so on the semi stuff now than the hyper scalers though). And most arent crazy expensive as a starting point. For the last two reasons and the increasing importance of scale and winner take all nature of semis and ai frankly I would find it very very difficult to justify ever allocating to VC over the Qs"
X Link @evrgn11112231 2025-10-26T18:48Z 6438 followers, XXX engagements

"i mean lab projects are "real" but i think little chance any of these things ever make it into production in any meaningful way. the only "innovation" is one of light source - and particle accelerators aren't novel. if $ASML thought the path was interesting or viable they would do it themselves"
X Link @evrgn11112231 2025-10-28T14:27Z 6443 followers, XXX engagements

"@DAntarktis @PythiaR its the generalists on here that are bullish not specialists imo. don't know as much about klac where are they gaining share from lasertec - euv reticle inspection"
X Link @evrgn11112231 2025-08-01T15:20Z 6443 followers, XXX engagements

"@JerryCap $MCO"
X Link @evrgn11112231 2025-10-16T14:38Z 6443 followers, 1504 engagements

"While we're at it $TDG now trades at a XX turn discount to $GE"
X Link @evrgn11112231 2025-10-19T01:07Z 6443 followers, 2269 engagements

"lol this is fun what other high quality businesses used to have a $GE multiple but now trade at an inexplicable double digit discount"
X Link @evrgn11112231 2025-10-19T02:30Z 6443 followers, 2981 engagements

"@JerryCap @PrefShares Also Samsung about to go crazy spending on foundry too which is obviously good for ASML and marginal headwind for TSM (esp if they successfully take back some of QCOM and win some Mediatek business)"
X Link @evrgn11112231 2025-10-22T13:21Z 6443 followers, XXX engagements

"@lithos_graphein Thanks - can you please elaborate on the relevance of a negative-tone photoresist being used vs not"
X Link @evrgn11112231 2025-10-29T22:30Z 6444 followers, 1525 engagements

"@rev_cap Wirecard 5x'ing on me causing me to quit shorting was one of the best things that ever happened to me"
X Link @evrgn11112231 2025-10-28T00:21Z 6443 followers, 2129 engagements

"$MCO at a XX turn discount now to $GE"
X Link @evrgn11112231 2025-10-19T02:28Z 6444 followers, 3382 engagements

"Quick - how do I get mega long $INTC capex super cycle"
X Link @evrgn11112231 2025-10-23T21:13Z 6444 followers, 14.5K engagements

"@ClarkSquareCap Did someone say small cap bag holders There can only be one. $BME.L Not for the faint of heart but likely a 2-3 bagger from here at some point"
X Link @evrgn11112231 2025-10-26T18:12Z 6444 followers, 2025 engagements

"@viggy_krishnan @Alex_Intel_ @bubblebabyboi And maybe difficulty of creating and maintaining the vacuum environment"
X Link @evrgn11112231 2025-10-28T23:40Z 6444 followers, XXX engagements

"Its embarrassing frankly. Even thoughtful fundamental people I know now are overreacting to every move and news item. Market is increasingly a random number generator in the short term. Most moves are technical / factor / momentum / flows /etc and most volume is not fundamentally driven. Understanding this as a deeply fundamental person makes the market make a lot more sense. And ironically understanding this allows you to act when you spot dislocations and trust your fundamental judgment"
X Link @evrgn11112231 2025-10-29T23:37Z 6444 followers, 1013 engagements