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@BourbonCap Avatar @BourbonCap Bourbon Capital

Several companies, including Amazon, Adobe, and Microsoft, are making significant advancements in technology, including AI and data centers. Insiders, such as CEOs and founders, are buying shares in companies like AMD, Marvell, and Shift4 Payments, indicating confidence in their growth potential. Many quality companies with strong moats, such as Intuitive Surgical and Copart, are experiencing corrections, making them potential buying opportunities.

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Social Influence #

Social category influence stocks #1911 technology brands XXXX% finance XXXX% cryptocurrencies #1836 countries XXXX% fashion brands XXXX% social networks XXXX% celebrities XXXX% travel destinations XXXX% luxury brands XXXX%

Social topic influence $asml #33, asml #57, stocks #3277, $fico #1, $four #10, $amzn #12, $dlo #18, $meli #16, $cprt #49, $adbe #4

Top accounts mentioned or mentioned by @gainifyio @sergeycyw @tacticzh @thetikr @stockunlock @alerts_bullish @007ofwallst @bourboninsider @gainify_io @marketrider42 @investibrew @dividenddude_x @shivamkashan @wealthmatica @longoption @futureman1977 @wealthonomic1 @sofigoodboy @bruss008 @engbigdata

Top assets mentioned Fair Isaac, Corp. (FICO) 4 (FOUR) Amazon.com, Inc. (AMZN) DLocal Limited Class A Common Shares (DLO) MercadoLibre Inc (MELI) Copart, Inc. (CPRT) Adobe, Inc. (ADBE) Cream (CRM) NuCypher (NU) S&P Global Inc (SPGI) Msci Inc (MSCI) Alphabet Inc Class A (GOOGL) Intuit Inc. (INTU) UiPath, Inc. (PATH) TransMedics Group, Inc. Common Stock (TMDX) TransDigm Group, Inc. (TDG) Advanced Micro Devices (AMD) Synopsys, Inc. (SNPS) Intuitive Surgical, Inc. (ISRG) Novo-Nordisk (NVO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Applied Materials, Inc. (AMAT) Marvell Technology Inc (MRVL) Nu Holdings Ltd. (NU) Decentral Games ICE (ICE) The Root Network (ROOT) Trade Desk, Inc. (TTD) Bull Market (BULL) Shopify Inc (SHOP) Alibaba Group (BABA) Now Coin (NOW) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) Hims & Hers Health, Inc. (HIMS) Salesforce Inc (CRM) Visa, Inc. (V) Uber Technologies, Inc. (UBER) O'Reilly Automotive Inc (ORLY) KLA Corp (KLAC) UnitedHealth Group (UNH) Thermo Fisher Scientific Inc. (TMO) Lululemon Athletica Inc (LULU) Fiserv, Inc. (FI) ServiceNow Inc (NOW) Old Dominion Freight Line Inc (ODFL) Axon Enterprise, Inc. (AXON) Cadence Design Systems Inc (CDNS) Arista Networks Inc (ANET) Taiwan Semiconductor (TSM) Duolingo, Inc. Class A Common Stock (DUOL) PayPal Holdings Inc (PYPL) Etoro (ETOR) Factset Research Systems, Inc. (FDS) Fortinet Inc (FTNT) ZetaChain (ZETA) Effect.AI (EFX) Spotify Technology (SPOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"UiPath $PATH is Such a hidden gem"
X Link @BourbonCap 2025-10-11T12:39Z 57.7K followers, 181.4K engagements

"Peter Lynch doesnt own any AI stocks wild"
X Link @BourbonCap 2025-10-05T18:33Z 57.7K followers, 79.8K engagements

"Arbe Robotics Ltd. $ARBE - Robot theme and XX% up pre market"
X Link @BourbonCap 2025-09-22T13:20Z 57.6K followers, 9074 engagements

"Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at XX% per year delivering over XXX% returns in XX years"
X Link @BourbonCap 2025-09-22T13:20Z 57.5K followers, 7153 engagements

"6. $NVDA - Nvidia Nvidia stands at the computational core of the robotics revolution powering the next generation of intelligent machines across industries. Its Jetson platform serves as the brain for millions of robots worldwide from drones and autonomous vehicles to industrial cobots and logistics systems. The company offers a complete robotics AI stack combining GPUs for perception and inference CUDA frameworks for motion planning and the Omniverse platform for large-scale 3D simulation and digital twin environments. Through Isaac Sim and Isaac ROS Nvidia enables developers to simulate"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 5723 engagements

"According to $AMD CEO Lisa Su chip demand continues to be strong"
X Link @BourbonCap 2025-10-06T15:53Z 57.7K followers, 16.8K engagements

"The robotics transformation is no longer a concept its a rapidly forming multi-layered ecosystem that connects hardware intelligence and automation into a single evolving network. Each of these companies plays a distinct and essential role in shaping that future: - $GOOG and $BIDU: teaching robots how to think and navigate through advanced AI reasoning and perception. - $PATH and $CRM: teaching them how to work digitally automating business processes and enterprise workflows. - $AMZN and $ISRG: teaching them how to act physically through logistics healthcare and human-machine collaboration. -"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 8127 engagements

"$TTD The Trade Desk The Trade Desk is the largest independent demand-side platform (DSP) globally with an 1819% market share second only to Google DV360 but the undisputed leader in Connected TV (CTV) and the open internet. Kokai represents TTDs most significant platform advancement to date. Powered by its AI engine Koa Kokai automates and optimizes bidding strategies in real time. This year more than XX% of client spend flows through Kokai with adopters reporting a XX% reduction in cost per conversion. TTD processes in just XX seconds the same transaction volume that Visa and Mastercard"
X Link @BourbonCap 2025-10-07T13:21Z 57.7K followers, 14.1K engagements

"11 Stocks to Buy and Hold for the Next Decade X. Amazon $AMZN Amazon remains a global powerhouse across cloud logistics and retail and is expected to maintain this leadership into the next decade through aggressive expansion in India Latin America and the Middle East. AWS holds XX% of the global cloud market and by 2035 it could remain the worlds largest cloud platform generating $300B+ in annual revenue while expanding its AI-as-a-service offerings. Generative AI demand is now a multibillion-dollar business growing at triple-digit YoY rates with demand outpacing supply. Amazon Pharmacy"
X Link @BourbonCap 2025-09-26T13:18Z 57.7K followers, 273.9K engagements

"Moderna Inc $MRNA insider added $X million worth of shares"
X Link @BourbonCap 2025-03-04T21:37Z 57.7K followers, 25.1K engagements

"Semiconductor insiders are buying for the first time in several years - $ASML insiders bought shares for the first time - $AMD insiders bought shares earlier this year for the first time since Lisa Su in 2012 - $AMAT CEO purchased shares for the first time since 2015. - $MRVL insiders have been buying the dips since they signed a partnership with Amazon. - $SNPS an insider bought a few shares after the crash a few weeks ago. - $SMTC insiders bought shares in 2023 and 2024 the first insider purchases since 2008. - $SWKS CEO bought share early this year This sector is going to be relevant for"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 88.1K engagements

"10. Fair Isaac $FICO FICO scores are used in nearly XX% of U.S. lending decisions underscoring the companys unmatched entrenchment with banks mortgage lenders and financial institutions. Its ubiquity creates a powerful network effect the more institutions that adopt it the more entrenched FICO becomes as the de facto standard of creditworthiness. The FICO Platform marks a strategic pivot toward a subscription-driven AI-powered decisioning ecosystem. It allows clients to reuse AI models and decision assets across the credit lifecycle and apply predictive analytics to raw data. FICO Score 10T"
X Link @BourbonCap 2025-09-26T13:18Z 57.7K followers, 25.5K engagements

"4. $NU - Nu Holdings Ltd. ($14) NU has established itself as a fintech leader in Latin America transforming access to financial services in a region long dominated by traditional banks. In Q2 2025 Nu added XXX million net new customers bringing its total to nearly XXX million across Brazil Mexico and Colombia. With an activity rate above XX% evidence of deep engagement. NUs explosive growth underscores its dominance with 3500% revenue growth XXX% increase in commission and fees and XXX% rise in cash and equivalents. These metrics highlight both scalability and a strong financial foundation"
X Link @BourbonCap 2025-08-27T13:20Z 57.7K followers, 17.5K engagements

"2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted XX% by Google Lens adoption. YouTube is rapidly expanding into live sports connected TV and advertising and is expected to rival Netflix in revenue over the next few years. Alphabets AI strategy has gained significant momentum. Unlike peers that must attract users for new AI ideas Alphabet already operates at scale. Its AI overviews now reach over X billion monthly users across 200+ countries increasing query volume by XX% in supported categories enhancing engagement and"
X Link @BourbonCap 2025-09-26T13:18Z 57.7K followers, 26.6K engagements

"4. Intuitive Surgical $ISRG Intuitive Surgical is the clear leader in robotic-assisted surgery with over 10000 da Vinci systems installed worldwide. The newly launched da Vinci X has already seen XXX placements in Q2 raising the total installed base to XXX systems with over 100000 procedures already performed on the platform. The My Intuitive app now has over 14000 active surgeon users further embedding ISRGs ecosystem into daily clinical practice. SP procedures surged XX% while Ion procedures rose XX% to approximately 35000 highlighting rapid adoption of ISRGs next-gen platforms. After-hours"
X Link @BourbonCap 2025-09-26T13:18Z 57.6K followers, 26.4K engagements

"Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7 space is an ideal location for data centers. $AMZN AWS is set to make major moves out there"
X Link @BourbonCap 2025-10-03T22:51Z 57.7K followers, 744K engagements

"I like $MELI right now I like $AMZN right now I like $FOUR right now I like $INTU right now I like $SPGI right now I like $CPRT right now I like $ICE right now I like $DLO right now I like $ADBE I like $CRM I like $BULL I like $ROOT I like $TMDX I like $ISGR"
X Link @BourbonCap 2025-10-10T13:33Z 57.7K followers, 38K engagements

"My top XX Cannibal stocks: 10y share reduction AutoZone $AZO -XXXX% O'Reilly Automotive $ORLY -XXXXX% Lowe's $LOW -XXXXX% Apple Inc $AAPL -XXXX% MSCI $MSCI -XX% Northrop Grumman $NOC -XX% JPMorgan Chase & Co $JPM -XXXX% NVR Inc. $NVR -XX% Canadian National Railway $CNI -XXXX% Visa $V -XX% Bonus: Novo Nordisk $NVO -XXXX% ASML Holding $ASML -XX% AutoZone:"
X Link @BourbonCap 2025-07-21T12:03Z 57.7K followers, 33.4K engagements

"@qqqspx Well done $ASML is up +40% and $FICO is up +30%"
X Link @BourbonCap 2025-10-02T17:47Z 57.5K followers, XXX engagements

"Global 300mm fab equipment spending is expected to surpass $XXX billion for the first time and over the next three years its projected to reach $XXX billion. This is highly beneficial for companies like: ASML Holding $ASML Applied Materials $AMAT Lam Research $LRCX KLA Corporation $KLAC $ASML is widely considered the most essential company among all semiconductor equipment makers especially for XXX mm fabs Long $ASML"
X Link @BourbonCap 2025-10-10T13:00Z 57.7K followers, 8116 engagements

"How Peter Lynch selects stocks: - Trailing PE XX - Forward PE XX - Debt/Equity XX% - EPS Growth XX% - PEG Ratio XXX - Market cap $X billion I'm going to give you a few examples including one of my holdings:"
X Link @BourbonCap 2025-08-11T13:01Z 57.6K followers, 139K engagements

"Holdings Q2 2025 TransDigm Group Incorporated $TDG is the largest position representing over XX% of their portfolio and the company is currently having a correction. The stock has grown at XX% per year delivering over XXX% returns in XX years Transdigm hasnt had a single red year since 2008 The second largest position is Amazon $AMZN one of the largest e-commerce companies in the world which is expected to generate $X trillion in revenue in the coming years. The third largest position is Microsoft $MSFT the largest software company in the world which remains one of the most difficult"
X Link @BourbonCap 2025-09-09T13:13Z 57.5K followers, 3182 engagements

"Henry Fernandez $MSCI CEO told Bloomberg that the AI and tech investment surge is comparable to the railroad and dot-com bubbles. Excessive investment may lead to overcapacity with AI as the 'flavor of the day.' Everyones talking and investing in the sector but long-term only a few will be solid picks"
X Link @BourbonCap 2025-09-27T22:23Z 57.7K followers, 30.6K engagements

"Totally not putting pressure on you Amazon $BABA +123% YTD $SE +73% YTD $CPNG +48% YTD $SHOP +42% YTD $PDD +39% YTD $ETSY +37% YTD $MELI +32% YTD $JD XXXX% YTD $AMZN +1.23% YTD"
X Link @BourbonCap 2025-10-03T13:09Z 57.6K followers, 17.7K engagements

"2. The Trade Desk $TTD The Trade Desk is the largest independent demand-side platform (DSP) globally with an 1819% market share second only to Google DV360 but the undisputed leader in Connected TV (CTV) and the open internet. Kokai represents TTDs most significant platform advancement to date. Powered by its AI engine Koa Kokai automates and optimizes bidding strategies in real time. This year more than XX% of client spend flows through Kokai with adopters reporting a XX% reduction in cost per conversion. TTD processes in just XX seconds the same transaction volume that Visa and Mastercard"
X Link @BourbonCap 2025-10-01T12:41Z 57.7K followers, 13.3K engagements

"5 Undervalued Companies You Might Want to Take a Look At $UNH - UnitedHealth Group P/E: 14.9x Foward PE: 21.4x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXXX% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about XX% in the past year. David Tepper has made UNH his second-largest position with an average cost of $XXX but he started buying when shares were trading above $XXX. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for 2026 with Medicare"
X Link @BourbonCap 2025-09-12T13:00Z 57.7K followers, 51.9K engagements

"MercadoLibre $MELI controls about XX% of the financial services market in Mexico and its getting close to BBVA the countrys largest bank. NuBank $NU is also rapidly taking market share from traditional banks. As usual the market continues to misprice MercadoLibre"
X Link @BourbonCap 2025-10-06T18:39Z 57.7K followers, 39K engagements

"@JM_Investment0 @theTIKR $SPGI and $FICO probably not. $ASML and $MSCI its possible both stocks were trading below his average price"
X Link @BourbonCap 2025-10-03T19:03Z 57.7K followers, 1905 engagements

"$ADBE Cash flow per share vs Stock price"
X Link @BourbonCap 2025-09-14T12:24Z 57.5K followers, 48.9K engagements

"$PATH - UiPath UiPath stands as the global market leader in robotic process automation (RPA) with particularly strong presence across Europe and the United States controlling around XX% of market share. Its deep enterprise penetration and expanding partner ecosystem reinforce its dominance. The companys comprehensive automation platform which integrates RPA process mining orchestration and AI positions UiPath as the most complete and scalable solution in the industry. Since launch UiPath has supported nearly one million agent runs and over 170000 process instances with more than XXX customers"
X Link @BourbonCap 2025-10-07T13:21Z 57.7K followers, 18.3K engagements

"7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $XXX billion by 2032 expanding far beyond manufacturing into healthcare logistics and AI-driven enterprise automation. Here are seven companies that are well-positioned to lead and benefit from this transformation. X. $AMZN - Amazon Amazons unparalleled integration of robotics AI and logistics data has made it one of the most automated corporations in the world. Amazon Robotics now operates more than 750000 robots across its fulfillment centers including Kiva and Proteus models that handle picking"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 80.9K engagements

"$CPRT Copart The U.S. salvage vehicle auction industry operates as an effective oligopoly dominated by Copart (CPRT) and RB Global which together control over XX% of market share. Copart owns approximately XX% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transport fleet logistics and towing services providing superior speed and cost control in moving vehicles. At the core of Coparts operations is its proprietary Virtual Bidding Third Generation (VB3) platform an industry-leading technology supporting"
X Link @BourbonCap 2025-10-07T13:21Z 57.7K followers, 17.3K engagements

"$MRVL insiders have been buying since they signed a partnership with Amazon"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 6898 engagements

"6. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"
X Link @BourbonCap 2025-10-01T12:41Z 57.7K followers, 10.4K engagements

"3. $PATH - UiPath UiPath is the global leader in Robotic Process Automation (RPA) helping enterprises automate repetitive workflows such as data entry compliance tasks and customer service operations. The RPA industry is rapidly evolving into Intelligent Automation (IA) a new phase where bots not only follow rules but also interpret data learn from context and adapt to dynamic environments. UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating RPA process mining generative AI and agentic automation within a single low-code/no-code environment. This"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 7163 engagements

"$DHR and $TMO have been added but small positions"
X Link @BourbonCap 2025-08-18T12:30Z 57.7K followers, 8739 engagements

"$LULU is currently trading at the lowest EV/EBITDA in more than XX years XXXX way below its XX year average"
X Link @BourbonCap 2025-07-29T22:47Z 57.5K followers, 12.1K engagements

"@pietro200897 One of the software developers from Meli posted a video explaining the whole thing a few weeks ago. I made a post about it"
X Link @BourbonCap 2025-10-10T21:44Z 57.5K followers, XXX engagements

"Eric Schmidt former $GOOG CEO has said that AI agents will be fully implemented in more than X years not X as the market expects. Yet SaaS stocks are trading at all-time lows"
X Link @BourbonCap 2025-10-02T11:51Z 57.5K followers, 45.2K engagements

"Tomorrow earnings Before open: $TMO Thermo Fisher $NEE Nextera Energy $T AT&T inc $BSX Boston Scientific $FI Fiserv $GD General Dynamics $APH Amphenol $SAN Banco Santander $EQNR Equinor $CME CME Group $ROP Roper Technologies $ODFL Old Dominion Freight $DB Deutsche Bank After close: $IBM IBM $NOW ServiceNow $KLAC KLA Corporation $WM Waste Management $CMG Chipotle Mexican Grill $ORLY O'Reilly Automotive $F Ford Motor $URI United Rentals $WCN Waste Connections"
X Link @BourbonCap 2024-07-24T01:22Z 57.7K followers, 1022 engagements

"$CHTR is one of the most boring companies in the world it was trading at $XXX last week today $CHRT closed at $XXX its one of $BKR biggest position and its trading low"
X Link @BourbonCap 2024-05-08T02:19Z 57.7K followers, XXX engagements

"Texas Pacific Land Corporation $TPL its down XX% from its highs The stock has grown at XXXX% per year delivering over 2000% returns in XX years. The stock has a lot of volatility but it's worth taking a look. I'm gonna make a bigger post next week"
X Link @BourbonCap 2025-08-07T15:27Z 57.7K followers, 10.2K engagements

"8 Small-Caps to Buy and Hold for the Next Decade X. UiPath $PATH UiPath is the global leader in robotic process automation (RPA) benefiting from a powerful data feedback loop: the more automation data it collects the more its AI can optimize and refine processes. Since launch UiPath has powered nearly X million agent runs and 170000+ process instances with over XXX customers actively building AI agents. This scale reinforces its platform advantage and accelerates innovation. UiPath maintains one of the strongest metrics in the industry with a XX% dollar-based gross retention rate a testament"
X Link @BourbonCap 2025-10-01T12:41Z 57.7K followers, 116.7K engagements

"$AMAT CEO made his first purchase since 2016"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 3810 engagements

"Consumer sentiment remains low $AMZN e-commerce sales have gone nowhere in five years depressed low growth and the average person is only buying what they need. Its still a great time to accumulate more Amazon. It will take off eventually but for now Id keep accumulating whenever I can. You can see Amazon sentiment remain depressed performance stay weak and people complaining about the CEO or the company overall beautiful. Long $AMZN"
X Link @BourbonCap 2025-10-08T13:37Z 57.7K followers, 27.6K engagements

"Favorite Monopolies and Oligopolies: Taiwan Semiconductor $TSM S&P Global $SPGI MSCI $MSCI Visa $V Intuitive Surgical $ISRG Microsoft Corporation $MSFT American Express $AXP Axon Enterprise $AXON Cadence Design Systems $CDNS Synopsys $SNPS Arista Networks $ANET Mastercard $MA Intuit $INTU Equinix $EQIX ASML Holding $ASML Alphabet $GOOG Amazon $AMZN Fair Isaac $FICO MercadoLibre $MELI TransDigm Group $TDG Canadian National Railway $CNI Copart $CPRT Novo Nordisk $NVO"
X Link @BourbonCap 2025-09-24T16:59Z 57.7K followers, 22.7K engagements

"Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at XXXX% per year delivering over 1522% returns in XX years. Let me tell you about it🧵"
X Link @BourbonCap 2025-08-25T13:20Z 57.6K followers, 31.8K engagements

"$SPGI one of the most difficult businesses to replace has entered into a correction EV/EBITDA is trading near its 2022 lows and the FCF yield is around 4.2%. The highest level was X% in June 2022 not bad at all"
X Link @BourbonCap 2025-10-04T22:28Z 57.7K followers, 56.5K engagements

"MercadoLibre $MELI has officially opened its first distribution center in Peru. Lima has over XX million residents which will definitely increase their sales and reduce delivery times"
X Link @BourbonCap 2025-09-30T12:20Z 57.5K followers, 29.8K engagements

"Growth stocks getting hammered: EPS and Revenue XX% TransMedics Group $TMDX $XXX Hims & Hers Health $HIMS $XX Shift4 Payments $FOUR $XX DLocal Limited $DLO $XXXXX Duolingo $DUOL $XXX The Trade Desk $TTD $XX Grab Holdings $GRAB $XXX Nu Holdings $NU $12.30"
X Link @BourbonCap 2025-08-09T13:56Z 57.5K followers, 11.5K engagements

"Global electricity consumption by data centers is expected to reach X% by 2030. Infineon CEO Jochen Hanebeck No electricity no AI" Theyre gonna have to use natural gas at some point. The chart is from SEMICON Taiwan 2025"
X Link @BourbonCap 2025-10-03T15:06Z 57.5K followers, 9897 engagements

"$DLO - DLocal Limited P/E: 29x Foward PE: 19.2x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXXX% DLO is down XXXX% from its $XXXX high five years ago. New CEO Pedro Arnt formerly CFO of MercadoLibre for XX years brings extensive experience in scaling high-growth technology businesses. Total Payment Volume (TPV) reached a record $XXX billion up XX% YoY and XX% QoQ marking the third consecutive quarter of 50%+ growth. Brazil rebounded after Q1 softness Mexico remained strong and countries like Argentina Turkey South Africa Pakistan and Bolivia grew nearly 3x faster than"
X Link @BourbonCap 2025-09-12T13:00Z 57.5K followers, 4773 engagements

"The following FCF yields have hit an all-time high $PYPL XXXXX% $FOUR XXXXX% $ETOR XXXX% (IPO) $FI XXXX% $PAYO XXXX% $ADBE XXXX% $LULU XXXX% $CRM XXXX% $FDS XXXX% $MORN XXXX% $WDAY XXXX% $TDD XXXX% $MNDY XXXX% $DUOL XXXX% $HUBS XXXX% $FOUR FCF yield keeps going higher and higher and they are expecting a busy 2026 EV/EBITDA all time low FCF all time high insiders are buying revenue has been growing at XX% annually since 2020 and revenue and EPS are expected to grow by 20%"
X Link @BourbonCap 2025-09-27T17:06Z 57.6K followers, 46.6K engagements

"Here is a list of quality stocks with moats that are having a correction right now: $INTU The largest Tax Software in the world $FTNT One of the largest cybersecurity platforms $CPRT One of the largest car auction $NVO Diabetes & Weight loss dominance $LLY Diabetes & Weight loss dominance $ASML Monopoly on EUV $TDG Proprietary aerospace parts $FICO credit scores used by 90%+ of U.S. lenders $MSCI Oligopoly in indexes $ADBE One of the largest editing Softwere $ISGR Leader in robotic assisted surgery $MRVL Leader in semiconductor solutions for data centers $CRM leader in customer relationship"
X Link @BourbonCap 2025-09-14T19:08Z 57.7K followers, 40.3K engagements

"@PythiaR If you check YouTube someone makes a video about Copart every XX minutes. The company gets a lot traffic for free"
X Link @BourbonCap 2025-10-14T01:46Z 57.7K followers, 1430 engagements

"Here is a list of stocks I'm going to buy in the coming weeks trading at the cheapest EV/EBITDA. 1) $ADBE Subscription revenue keeps growing and more than XXX million people use their product 2) $CRM Stable subscription revenue 3) $INTU More than XXX million people use their software and they have predictable growth. 4) $AMZN its gonna be one of the largest companies in America 5) $ASML the company is mispriced and its growth is going to be bigger than the market expects. The more I look at Adobe the more I realize how mispriced this company is right now. It has the lowest EV/EBITDA the"
X Link @BourbonCap 2025-09-16T13:23Z 57.6K followers, 44.1K engagements

"3. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"
X Link @BourbonCap 2025-09-26T13:18Z 57.7K followers, 27.7K engagements

"Here is a list of companies that have been proven to be solid businesses for over a decade and are currently experiencing a correction. Copart $CPRT The company has been accumulating cash and institutional ownership recently reached a new all time high The stock has grown at XX% per year delivering over XXX% returns in XX years"
X Link @BourbonCap 2025-08-21T16:06Z 57.7K followers, 15K engagements

"$FOUR XX% short interest and days to cover climbed to XXXX CEO purchased shares at $XX the company is expanding Revenue and EPS are expected to grow by XX% EV/EBITDA has hit all time low and the company has a XX% FCF yield Absolutely wild It's not surprising to see a lower price but this company is undervalued right now"
X Link @BourbonCap 2025-09-25T15:42Z 57.5K followers, 17.4K engagements

"$CRM - Salesforce P/E: 35.8x Foward PE: 20.6x 5Y ROIC: XXXX% 5Y average Gross Margin: XXXXX% 5Y Revenue Growth: XXXXX% CRM shares are down XXXX% YTD. Agentforce bookings surged XXX% YoY with 6000+ paid deals signed. Data Cloud ARR hit $XXX billion with customer count up XXX% YoY and data usage up 326%. Recent acquisitions Bluebirds Waii pending Regrello) strengthen Salesforces AI/data edge. Operating margin at XXXX% up XX bps YoY marking the 10th consecutive quarter of margin expansion. XX% of customers successfully transitioned from pilot to production. At an NTM P/E of 20.2x (near its 5Y"
X Link @BourbonCap 2025-09-12T13:00Z 57.5K followers, 4272 engagements

"1) EverQuote Inc. $EVER Insurance marketplace boring business markep cap below X billion revenue and EPS are growing 15%"
X Link @BourbonCap 2025-08-11T13:01Z 57.6K followers, 8657 engagements

"Here are XX wonderful companies with more cash than Total liabilities youll want to keep on your watchlist: Intuitive Surgical Inc. $ISRG - Leader in robotic assisted surgery - strong moat - The stock has grown at XX% per year delivering over XXX% returns in XX years"
X Link @BourbonCap 2025-09-22T13:20Z 57.7K followers, 78.7K engagements

"They are all multibaggers: Shift4 Payments $FOUR DLocal $DLO TransMedics $TMDX Hims & Hers Health $HIMS Grab Holdings $GRAB Nu Holdings $NU Zeta Global $ZETA"
X Link @BourbonCap 2025-09-24T14:26Z 57.7K followers, 42.7K engagements

"My highest fintech conviction stocks to buy and hold for more than XX years Visa Inc. $V Nu Holdings $NU Robinhood Markets $HOOD SoFi Technologies $SOFI Grab Holdings $GRAB DLocal Limited $DLO Wise plc $WISE They are all multibaggers growing XX% YoY and expanding into other markets or sectors. E-commerce is expected to be one of the fastest-growing industries in the coming years. Visa Grab DLocal and NU are heavily involved with microtransactions. You can wait patiendly to buy Bonus Etoro $ETOR (I need more data but it's worth keeping on the watchlist) eToro's founder is still leading the"
X Link @BourbonCap 2025-06-30T14:33Z 57.7K followers, 20.2K engagements

"Arista Networks Inc $ANET - One of the best companies to add after Liberation Day - Very conservative management - The company has been accumulating cash and conducting significant share buybacks Another correction i will buy more"
X Link @BourbonCap 2025-09-22T13:20Z 57.6K followers, 9129 engagements

"Mid caps with high potential to reach a $XXX billion market cap in the coming years: $NU $MCO $MSCI x2 $CPRT x2 $PYPL x2 $MRVL x2 $FICO x3 $EFX x3 $RDDT Small caps with high potential to reach a +$10 billion market cap. $FOUR $TMDX $HIMS $DLO $OSCR $GTLB"
X Link @BourbonCap 2025-08-31T12:25Z 57.7K followers, 21.9K engagements

"Skyworks Solutions $SWKS CEO bought share early this year"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 2433 engagements

"Dev Kantesaria has one of the best portfolios out there and its having a great year for buying dips. $ASML crashed earlier this year below $XXX opening a very attractive entry point. $FICO crashed in July it was one of the worst months for the company in more than XX years with the stock dropping close to 48%. $SPGI is going through a correction right now. Nothing unusual but its rare to see this company having a negative year. $MSCI is having a small correction as well and its one of the highest quality asymmetric opportunities"
X Link @BourbonCap 2025-10-03T16:14Z 57.7K followers, 74.8K engagements

"4 Undervalued Small Caps with Breakout Potential $GRAB - Grab Holdings Grab commands a dominant XX% market share in Southeast Asia with revenue growing XXXXX% year-over-year. Its monthly transacting users increased XX% YoY to XX million signaling strong platform engagement and long-term growth potential. New features like Saver Rides and Priority Deliveries have boosted user engagement and affordability fueling expansion in both mobility and delivery segments. Despite the stock trading below 2022 levels Grabs revenue has grown nearly XXX% since then suggesting strong upside if profitability"
X Link @BourbonCap 2025-04-05T13:31Z 57.7K followers, 30.3K engagements

"$DLO - DLocal DLocal has established itself as a profitable and fast-growing payments company across Latin America Africa and Asia. Its diversified footprint is a key strength with no single country contributing more than XX% of total revenue. Transaction revenue has surged 1307% in recent years representing a 5-year CAGR of XXXX% far above industry peers. Since 2020 revenue has expanded XXX% reflecting a XXXX% CAGR and consistent momentum. The stock has been disconnected from fundamentals. In 2020 when DLocals revenue was under $XXX million its market cap was $XX billion. Today despite"
X Link @BourbonCap 2025-09-18T13:37Z 57.5K followers, 3719 engagements

"The company's "OneZeta" initiative is a key strategy which focuses on increasing the number of clients using multiple Zeta products. Currently only XX% of clients leverage more than one product representing a significant cross-selling opportunity. If execution continues by 2029 $ZETA stock could deliver gains of over +178%"
X Link @BourbonCap 2025-08-27T13:20Z 57.7K followers, 17.2K engagements

"Key Players in payments: Make sure to own at least one of them"
X Link @BourbonCap 2025-06-17T01:36Z 57.5K followers, 21.3K engagements

"4. DLocal Limited $DLO DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting more than XXX local payment methods across 40+ countries. The companys customer base includes global leaders such as Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike underscoring its moat with multinational enterprises. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales rapidly avoiding the heavy overhead burdens common in traditional banking or competitors like PayU. DLocal is"
X Link @BourbonCap 2025-10-01T12:41Z 57.4K followers, 11K engagements

"David Vlez CEO of $NU: When I moved to Brazil I went to a bank to open an account. It was the most painful experience I could possibly imagine long hours waiting inside the branch numerous fees and it took me X months just to get a bank account and a credit card. Imagine causing someone so much frustration that the person decides to open his own bank just to disrupt your terrible customer service"
X Link @BourbonCap 2025-10-09T01:43Z 57.7K followers, 19K engagements

"5. Lyft Inc. $LYFT Lyft remains the clear #2 player in U.S. ridesharing holding an estimated XX% market share. While smaller in scale Lyft has carved out a defensible niche by emphasizing customer experience and driver preference differentiating itself from Ubers broader platform approach. Lyft Healthcare integrates with insurers providers and Medicaid brokers to deliver non-emergency medical transportation. Approved in XX states it now covers more than XX% of Medicaid beneficiaries creating a durable moat in a regulated high-barrier sector where scale and compliance matter. In a XXX million"
X Link @BourbonCap 2025-10-01T12:41Z 57.7K followers, 10K engagements

"Constellation Software $CSU is currently trading at its lowest valuation since 2022 marking the biggest crash this company has ever experienced but insiders are buying"
X Link @BourbonCap 2025-09-30T13:23Z 57.7K followers, 44.3K engagements

"Support for autonomous vehicles in San Francisco increased from XX% to XX% in just two years. Waymo $GOOG is doing an impeccable job"
X Link @BourbonCap 2025-10-13T01:04Z 57.7K followers, 13.7K engagements

"$ASM insiders have been buying"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 6270 engagements

"You rarely see a company experience a +30% correction even though its operating income is 5X higher than its operating expenses and the company has zero debt"
X Link @BourbonCap 2025-10-08T15:15Z 57.7K followers, 44.7K engagements

"2. $GOOG - Alphabet Alphabets robotics initiatives (led by Intrinsic DeepMind and RT-X) aim to develop general-purpose robotic intelligence capable of learning reasoning and adapting to new environments. By teaching robots through large multimodal AI models Google is building the software mind that allows machines to learn thousands of tasks from human demonstrations rather than traditional programming. Googles strength lies in its AI scalability connecting data vision and motion learning across its vast ecosystem. If successful it could become the operating system for physical intelligence"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 6804 engagements

"10 stocks to buy and hold for the next XX years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research EVs AI data storage energy etc.; we need $ASML for the next XX years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"
X Link @BourbonCap 2024-12-11T16:41Z 57.7K followers, 1.2M engagements

"Blackstone $BX COO Jon Gray described the next big thing across three categories: 1) Chips 2) Data Centers 3) Power They've projected a XX% increase in US electricity demand over the next XX years. The first two categories depend entirely on the third making electricity demand a critical driver for the future"
X Link @BourbonCap 2025-09-29T12:14Z 57.7K followers, 299.9K engagements

"I like $FOUR from the list; it has a very simple business model and an easy predictable way to generate revenue. XX% of $ETOR is cash i know the company since 2013 but its sill an IPO just watching for now"
X Link @BourbonCap 2025-09-27T17:06Z 57.6K followers, 5059 engagements

"7. $CRM - Salesforce Salesforce is redefining enterprise automation through its Einstein and AgentForce platforms the next frontier in AI-driven business robotics where intelligent virtual agents can autonomously execute tasks communicate with customers and trigger workflows across systems. The company is leveraging AI to integrate robotic automation into CRM workflows including chatbots automated service agents and AI-driven task orchestration. Its goal is to enable businesses to deploy service robots connected directly to CRM systems creating seamless intelligent customer interactions"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 8855 engagements

"Wonderful companies having a correction right now (most of them are monopolies or oligopolies): S&P Global $SPGI Intuit $INTU Fair Isaac $FICO Intuitive Surgical $ISRG Synopsys $SNPS TransDigm Group $TDG Copart $CPRT Adobe $ADBE Salesforce $CRM Constellation Software $CSU (The biggest correction the company has ever had) Small Caps: Shift4 Payments $FOUR The company has a XX% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT"
X Link @BourbonCap 2025-09-30T20:07Z 57.7K followers, 66.9K engagements

"MercadoLibre is mispriced $MELI. Since they implemented Nano Banana $GOOG into the platform managers and sellers have reported higher sales Not sure if were going to see the impact in the coming earnings but it will definitely be reflected in the next earnings and Wall St has no clue about it. The entire market thinks they are selling less. Long $MELI Youll see this message inside the platform telling you to take advantage of Nano Banana"
X Link @BourbonCap 2025-10-10T18:24Z 57.7K followers, 23.7K engagements

"$INTU EV/EBITDA is back to 2022 lows Predictable business"
X Link @BourbonCap 2025-10-10T16:22Z 57.7K followers, 12.3K engagements

"$LVMH is up X% today and is now the most valuable company in Europe. $ASML is up XXX% after a wonderful report from $TSM $INTC and Samsung will recover and send the beauty higher. Bernard Arnault added $XXX million below $XXX for a reason but as always a lot people on Twitter think they're better than Bernard Arnault"
X Link @BourbonCap 2025-01-16T16:59Z 57.7K followers, 51.9K engagements

"@10009nyny $AMAT CEO: Yes as soon as the stock market crashed after Liberation Day a few weeks later he added it"
X Link @BourbonCap 2025-10-06T17:24Z 57.7K followers, 1056 engagements

"Goldman Sachs $GS Research estimates that data center power demand will grow XXX% by 2030"
X Link @BourbonCap 2025-10-12T13:44Z 57.7K followers, 12.1K engagements

"Mercadolibre $MELI is gonna be the first company in Latin America to reach $XX billion in revenue. - The company will continue implementing more AI features - Its entire advertising system is now powered by AI delivering more accurate impressions higher sales and lower costs. - It will continue to grow +20% per year - the company still has unlimited growth potential ahead This company still a strong buy"
X Link @BourbonCap 2025-10-02T13:58Z 57.7K followers, 20.3K engagements

"Intercontinental Exchange $ICE is experiencing a small correction right now the stock is down -XX% from its highs The company recently made a $X billion investment in Polymarket. Prediction markets are becoming a real and growing trend and they could eventually become part of our daily routines. $ICE is currently showing a X% FCF yield and its EV/FCF is close to 2022 lows not bad at all"
X Link @BourbonCap 2025-10-09T15:30Z 57.7K followers, 15.5K engagements

"9. Advanced Micro Devices $AMD In just a few years AMD has grown its x86 server CPU market share from near-zero to XX% powered by the performance and efficiency of its EPYC processors. Managements long-term target is XX% share by 2035. The Client and Gaming segment surged XX% YoY driven by record sales of the Ryzen 9000 series and X3D variants which continue to gain traction for their superior performance and efficiency. This strong demand further expands AMDs presence in the gaming ecosystem. AMD recently acquired ZT Systems data center infrastructure manufacturing business strengthening its"
X Link @BourbonCap 2025-09-26T13:18Z 57.7K followers, 22.1K engagements

"Finally someone isnt afraid to speak the truth. Everyone knew that computers semiconductors and internet were going to change the future and the impact was going to be massive. But the timing was miscalculated by the market and that miscalculation usually comes with corrections. Spot on Kenneth Griffin"
X Link @BourbonCap 2025-10-07T01:28Z 57.7K followers, 291.7K engagements

"Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there He has beat the market since 2008 with less than XX stocks Fair Isaac Corporation $FICO S&P Global Inc. $SPGI Mastercard Incorporated $MA Visa Inc. $V Intuit Inc. $INTU ASML Holding N.V. $ASML (He bought at $780) Equifax Inc. $EFX (He bought at $250) MSCI Inc. $MSCI (He bought at $600) I would add $AMZN or $MELI to his portfolio and leave it there for the next XX years"
X Link @BourbonCap 2025-07-07T12:37Z 57.7K followers, 31.5K engagements

"4. $ISRG - Intuitive Surgical The robotic-assisted surgery (RAS) and broader medical device industry remain relatively underpenetrated offering substantial room for growth. ISRG not only leads this market but is also uniquely positioned to expand into new surgical procedures global markets and adjacent medical robotics applications. The integration of AI augmented reality (AR) high-definition 3D visualization and real-time intraoperative feedback is transforming system performance and surgeon adoption. These advancements help reduce patient trauma shorten hospital stays lower infection risks"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 6590 engagements

"It's fascinating when a company with high conviction is getting mispriced"
X Link @BourbonCap 2025-10-09T18:36Z 57.7K followers, 17.4K engagements

"The following companies are going to hit a $X trillion market cap: ASML Holding $ASML Advanced Micro Devices $AMD ServiceNow $NOW Mercadolibre $MELI Visa Inc $V Mastercard $MA Walmart Inc. $WMT Tencent Holdings $TCEHY The following companies are going to hit a $XXX billion market cap: Novo Nordisk A/S $NVO UnitedHealth Group $UNH Louis Vuitton $LVMH Exxon Mobil Corporation $XOM Oracle Corporation $ORCL Costco Wholesale $COST Alibaba $BABA Samsung Electronics Co The following companies are going to hit a $XXX billion market cap: Grab Holdings $GRAB MSCI Inc. $MSCI Cadence Design Systems $CDNS"
X Link @BourbonCap 2025-06-02T15:34Z 57.7K followers, 50.5K engagements

"$AMD first insider purchases since 2012"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 4335 engagements

"6 stocks I would buy right now $JD - Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates Chinas largest self-owned logistics network covering XX% of the population with over XX% of urban orders delivered within XX hours. This unmatched fulfillment capability continues to be a key differentiator anchoring JDs leadership in reliability and customer experience. JD Food Delivery has become a powerful growth engine boosting both user acquisition and cross-selling. Daily orders have peaked at XX million supported by more"
X Link @BourbonCap 2025-10-07T13:21Z 57.7K followers, 138.9K engagements

"He has been trading a lot ecomerce lately moving between Amazon Mercadolibre Coupang and Sea Limited Coupang its just like Amazon a company that its expected to run by robots Thanks for reading"
X Link @BourbonCap 2025-08-18T12:30Z 57.7K followers, 7418 engagements

"5. DLocal $DLO DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting more than XXX local payment methods across 40+ countries. Its blue-chip client base includes Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales rapidly avoiding the heavy overheads seen in traditional banking or competitors like PayU. The company is positioned to lead cross-border payments in emerging markets targeting Latin America Africa and Asia"
X Link @BourbonCap 2025-09-26T13:18Z 57.5K followers, 25.3K engagements

"$FOUR - Shift4 Payments Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants and"
X Link @BourbonCap 2025-10-07T13:21Z 57.6K followers, 14.1K engagements

"$AMZN investments will pay off in the long run"
X Link @BourbonCap 2025-10-14T12:21Z 57.7K followers, 51.2K engagements

"4 Small-Cap Stocks with Strong Potential Small-cap stocks are the most affected in recent years reaching record lows even as the S&P XXX trades near all-time highs. Here are four small-cap companies worth keeping an eye on. $ROOT - Root Insurance Over the past two years Roots revenue surged from $XXX million to $XXX billion (+189%) while EPS improved from -$10.24 to $XXXX (+146%). This remarkable turnaround highlights the companys ability to compound earnings at an accelerated rate and successfully transition from losses to profitability. Since 2019 Root has achieved XXX% total revenue growth"
X Link @BourbonCap 2025-09-18T13:37Z 57.5K followers, 27.6K engagements

"David Vlez Founder and CEO of $NU recently had an interview with Norges Bank Investment Management Points to be considered for the next XX years: 1) Credit card penetration in Colombia and Mexico is less than XX% of the population. 2) XX% of the financial system market is controlled by banking branches so Nubank could take a significant part of this market. 3) He compares the largest banks in the world which have more than XXX million customers to Nubank. Most of them use a lot of workers for daily operations more than 100000 people in total while Nubank only uses 7000 for more than 123"
X Link @BourbonCap 2025-10-09T12:51Z 57.7K followers, 32K engagements

"4. Adobe Inc. - $ADBE Adobe commands roughly XX% global market share driven by the unmatched breadth and depth of Creative Cloud which remains the industry standard for design video photography and illustration. Approximately XX% of Adobes revenue comes from its Digital Media segment powered by a subscription-based model that provides recurring revenue enhances customer stickiness and supports premium valuations. This structure ensures predictable cash flows and financial durability compared to peers still reliant on license-based or ad-driven models. Adobe not only leads its peers in total"
X Link @BourbonCap 2025-09-03T13:52Z 57.6K followers, 3946 engagements

"FactSet Research $FDS CEO added shares; it's the first insider purchase since 2005 Wild"
X Link @BourbonCap 2025-09-25T20:44Z 57.6K followers, 7626 engagements

"@HoviusSean I'm watching $RKBL closely but not making any call yet"
X Link @BourbonCap 2024-12-12T13:01Z 57.7K followers, 2725 engagements

"Alibaba $BABA below $XX per share was insanely cheap but only a few people took advantage. The stock below $XX had a +12% FCF yield X% Buyback yield and the book value per share was $XX it was insanely cheap. They are the biggest supplier for Amazon Mercadolibre and Shopify and and they own one of the best AI I posted a lot about this stock last year and I can see Alibabas disruption is going pretty well with a XXX% YTD return. David Tepper is up +90% now"
X Link @BourbonCap 2025-09-17T14:14Z 57.5K followers, 28.2K engagements

"$ADBE a totally normal XXX% FCF while its subscription revenue is growing at XX% annually"
X Link @BourbonCap 2025-09-27T17:06Z 57.6K followers, 4750 engagements

"$DLO has higher operating income than operating expenses. Revenue and EPS are expected to grow by more than 20%. The company has plenty of cash and consumer sentiment in Latin America remains depressed but is expected to improve over the next few years. Solid company and it remains strong buy"
X Link @BourbonCap 2025-10-10T21:33Z 57.7K followers, 15K engagements

"$CPRT is still accumulating cash and no buybacks yet. Since September and October are the worst months we are going to see a lower price for this quality company"
X Link @BourbonCap 2025-09-04T23:31Z 57.7K followers, 12K engagements

"Whats your highest conviction stock under $X billion market cap"
X Link @BourbonCap 2025-10-14T17:29Z 57.7K followers, 92K engagements

"Goldman CEO David Solomon: 'I wouldnt be surprised if in the next XX to XX months we see a drawdown with respect to equity markets.'"
X Link @BourbonCap 2025-10-03T18:32Z 57.7K followers, 427.7K engagements

"@amitisinvesting $PLUG I havent seen that name since 2021. Next ETF will probably include NFTs and AMC shares"
X Link @BourbonCap 2025-10-08T13:17Z 57.7K followers, 12.9K engagements

"Altarock Partners has achieved an annualized return of XXXX% since 2013. Their portfolio is simple with just a few holdings and minimal changes. Over XX% of their portfolio consists of three companies: the largest software company in the world the largest e-commerce in the world and a third stock that is currently experiencing a correction but has not had a negative year since 2008. The third stock is worth keeping on your watchlist. Let me tell you about it🧵"
X Link @BourbonCap 2025-09-09T13:13Z 57.7K followers, 23.6K engagements

"Companies with some of the highest gross margins are having a correction: $ICE XXX% $ADBE XX% $NVO XX% $MSCI XX% $FICO XX% $SPGI XX% $TDG 60%"
X Link @BourbonCap 2025-10-14T13:33Z 57.7K followers, 21.2K engagements

"3. Root Inc. $ROOT Unlike traditional insurers that rely heavily on broad demographic data Root leverages telematics collected through its mobile app to track individual driving behavior and generate more accurate personalized risk assessments. Roots automated pricing and underwriting systems allow the company to rapidly adjust risk models as new data emerges. Its mobile-first platform delivers a seamless quote-to-bind process enabling customers to purchase policies directly from their phones and facilitating faster claim payouts compared to legacy carriers. By embedding its insurance"
X Link @BourbonCap 2025-10-01T12:41Z 57.5K followers, 11.7K engagements

"$ADBE - Adobe Inc. P/E: 22.4x Foward PE: 15.99x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXX% ADBE has dropped XX% over the past year. Adobe continues embedding AI across its suite with Firefly Acrobat AI Assistant and GenStudio driving engagement retention and subscription upgrades. Adobe monetization strategy is on track to generate $XXX million in AI ARR by year-end. Firefly Video and advanced Photoshop AI features strengthen its competitive moat versus open-source rivals. Firefly integration contributed to $2B in net new ARR in 2024. Premium AI tiers are proving"
X Link @BourbonCap 2025-09-12T13:00Z 57.6K followers, 8018 engagements

"$NVO Novo Nordisk More than XXX million people worldwide live with diabetes today and the International Diabetes Federation (IDF) projects this number could reach XXX million by 2045. The global obesity treatment market valued at $XX billion today is projected to reach $XXX billion by 2035 with the U.S. alone potentially accounting for $XX billion. Novo is the global leader in obesity and diabetes care holding a commanding XX% share of the GLP-1 diabetes and obesity market within its international operations. Currently XX million patients use Novo Nordisk treatments up by XXX million from"
X Link @BourbonCap 2025-10-07T13:21Z 57.7K followers, 25.7K engagements

"5. $BIDU - Baidu Baidu is a pioneer in AI-driven robotics and autonomous mobility with its Apollo platform standing among the global leaders in autonomous driving powering both robotaxis and delivery robots. The company has also expanded into smart retail and hospitality robotics showcasing real-world deployments such as the Apollo Go robotaxi service across major Chinese cities. Through the integration of its ERNIE AI foundation model Baidu is enabling its robots to reason communicate and learn from complex real-world interactions pushing the boundaries of machine intelligence. At the core"
X Link @BourbonCap 2025-10-13T13:11Z 57.7K followers, 6448 engagements

"$NU Nubank vs Revolut Nubank is arguably one of the most successful digital banks and I cant wait to see them disrupting the American banking system"
X Link @BourbonCap 2025-10-14T14:48Z 57.7K followers, 11.6K engagements

"Quality companies having a correction right now: $SNPS $XXX $TDG $1323 $CPRT $XX $ASML $XXX $CRM $XXX $CDNS $XXX $NOW $XXX $FICO $1541 $INTU $XXX $MSCI $XXX $ODFL $XXX All of them are strong buy but they could go lower in the coming"
X Link @BourbonCap 2025-09-10T13:47Z 57.7K followers, 14K engagements

"@nataninvesting The good old days when $TMDX was $60"
X Link @BourbonCap 2025-10-14T19:18Z 57.7K followers, 6105 engagements

"I posted a lot about $FICO back in July when the company had its worst month in more than XX years. Great business with a strong moat and its going to keep generating cash for the next XX years. Its a shame that so few people like FICO"
X Link @BourbonCap 2025-10-02T17:58Z 57.7K followers, 9802 engagements

"Synopsys $SNPS insider bought shares a few weeks ago"
X Link @BourbonCap 2025-10-06T12:47Z 57.7K followers, 3453 engagements

"Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA"
X Link @BourbonCap 2025-10-12T15:51Z 57.7K followers, 76.7K engagements

"$FOUR - Shift4 Payments Shift4 is the second-largest restaurant payment processor in the U.S. and continues to expand its market share rapidly. In Q4 2024 Shift4 posted strong growth across key metrics: End-to-end payment volume: +49% YoY Gross revenue: +50% Adjusted free cash flow: +78% The companys acquisition of Global Blue for $XXX billion expands its international footprint and is expected to generate $80M+ in revenue synergies by 2027. A XXX% YoY increase in nonprofit payment volume highlights the platforms growing adoption across verticals"
X Link @BourbonCap 2025-04-05T13:31Z 57.7K followers, 3004 engagements

"Today's top stock Gainers $SHOP Shopify +22.69%🟢 $FTNT Fortinet +24.17%🟢 $AXON Axon Enterprise +22.31%🟢 $VFC VF Corporation +14.54%🟢 $SKY Skyline Champion +14.54%🟢 $SNOW Snowflake +7.52%🟢 $AFRM Affirm Holdings +8.03%🟢 $SU Suncor Energy +6.33% $SG Sweetgreen +6.46%🟢 $PLTR Palantir Technolgies +5.74%🟢 $ROKU Roku +5.64%🟢 $CAT Caterpillar +5.18%🟢 $UBER Uber +4.62%🟢 $MGM MGM +4.89%🟢 $JPM JP Morgan +4.48%🟢 $DDOG Datadog +4.30%🟢 $S SentinelOne +4.60%🟢"
X Link @BourbonCap 2024-08-07T15:32Z 57.6K followers, 1353 engagements