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@EugeneNg_VCap Avatar @EugeneNg_VCap Eugene Ng

Eugene Ng posts on X about $13b, $23b, $lulu, $1998b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% technology brands XXX% finance XXX% countries XXX% fashion brands XXX% currencies XXX% social networks XXX%

Social topic influence $13b 2.6%, $23b 2.6%, $lulu 2.6%, $1998b 1.3%, $4971b 1.3%, $3975b 1.3%, $4634b 1.3%, $5474b 1.3%, $9338b 1.3%, $tsm XXX%

Top accounts mentioned or mentioned by @rajeevaggarwall @theownersfund @stockbookworm @lukacapital @nextwavecap @jomasilva88 @wessexcapital @tensorflow03 @defiantclient2 @ftr_investors @fti_bklee

Top assets mentioned Lululemon Athletica Inc (LULU) Taiwan Semiconductor (TSM) Trade Desk, Inc. (TTD) Now Coin (NOW) ServiceNow Inc (NOW) Alphabet Inc Class A (GOOGL) NuCypher (NU) Nu Holdings Ltd. (NU) Netflix Inc (NFLX) MercadoLibre Inc (MELI) Workday Inc (WDAY) PACS Group, Inc. (PACS) Paycom Software Inc (PAYC)

Top Social Posts #

Top posts by engagements in the last XX hours

"TSMC $TSM 2Q25 Earnings - Rev NT$933.8b +39% 🟢 - GP NT$547.4b +53% 🟢 margin XX% +544 bps ✅ - EBIT NT$463.4b +62% 🟢 margin XX% +708 bps ✅ - Net Inc NT$397.5b +60% 🟢 margin XX% +580 bps ✅ - OCF NT$497.1b +32% 🟢 margin XX% -XXX bps 🔴 - FCF NT$199.8b +16% 🟢 margin XX% -XXX bps 🔴 Biz Metrics - Wafer Revenue by Technology: 3nm XX% 4nm XX% 7nm XX% - =7nm XX% - Revenue by Segment: HPC XX% Smartphone XX% IoT X% Auto X% total - Revenue by Geography: NA XX% China X% APAC X% JP X% EMEA X% 3Q25 Mgmt Guide - Rev US$33bn +38% (midpoint) - GPM XXXX% - EBIT margin XXXX% LT Mgmt Guide - FY25 Rev +30%+"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-18 01:58:51 UTC 24.5K followers, 1520 engagements

"The Trade Desk $TTD 1Q25 Earnings - Rev $616m +25% 🟢 - Adj EBITDA $208m +29% 🟢 margin XX% +82 bps ✅ - EBIT $54m +90% 🟢 margin X% +301 bps ✅ - NG Net Inc $165m +26% 🟢 margin XX% +14 bps ✅ - Net Inc $51m +60% 🟢 margin X% +178 bps ✅ - OCF $291m +57% 🟢 margin XX% +955 bps ✅ - FCF $230m +30% 🟢 margin XX% +140 bps ✅ 2Q25 Mgmt Guide - Rev $682m +17% 🟢 - Adj EBITDA $259m Biz Metrics (% share) - Customer retention XX% (past 11Y) ✅ - CTV (47.5%) - Mobile (35%) - Display (12.5%) - Audio (5%) - NA XX% spend - International XX% (growing faster) X Strong quarter uptake in Kokai adoption and"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-05-09 08:15:09 UTC 24.5K followers, 4357 engagements

"ServiceNow $NOW 2Q25 Earnings - Rev $3.2b +22% 🟢 - GP $2.5b +20% 🟢 margin XX% -XXX bps 🔴 - NG EBIT $955m +33% 🟢 margin XX% +230 bps ✅ - EBIT $358m +49% 🟢 margin XX% +200 bps ✅ - NG Net Inc $854m +31% 🟢 margin XX% +178 bps ✅ - Net Inc $385m +47% 🟢 margin XX% +200 bps ✅ - OCF $716m +15% 🟢 margin XX% -XXX bps 🔴 - FCF $526m +47% 🟢 margin XX% +273 bps ✅ Segment - Subscription Rev $3.1b +22% 🟢 - Subscription GP $2.5b +20% 🟢 margin XX% -XXX bps 🔴 - Pro Svcs Rev $102m +20% 🟢 - Pro Svcs GP $3m +50% 🟢 margin X% +59 bps ✅ Biz Metrics - cRPO $10.9b +25% 🟢 - RPO $23.9b +29% 🟢 - Cust $20m"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-24 01:13:07 UTC 24.5K followers, 2090 engagements

"A powerful chart from Prosus Capital Markets Day 2019 showcasing how the average US customer retention rate typically evolves. Reflecting on Meituan high-frequency on-demand food delivery has been a cornerstone of its super-app value proposition. Food delivery drives higher user engagement and usage enabling it to cross-sell other services and increase customer lifetime value (LTV). That also explains why JD's Liu recently stated that entering the food delivery market for meal orders was aimed at leveraging its supply chain and targeting the fresh produce supply chain. Because XX% of JD's"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-06-23 04:00:05 UTC 24.5K followers, 3721 engagements

"DAU/MAU ratio for Google search versus ChatGPT Claude Gemini Perplexity and Grok"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-22 22:28:53 UTC 24.5K followers, 3315 engagements

"Nu Holdings $NU 1Q25 Earnings - Rev $3.3b +19% 🟢 - CLA $973m +38% 🟢 margin XX% +427 bps ✅ CLA / CP X% ➡🟢 - GP $1.3b +12% 🟢 margin XX% -XXX bps 🔴 - EBIT $795m +37% 🟢 margin XX% +334 bps ✅ - Adj Net Inc $607m +37% 🟢 margin XX% +249 bps ✅ - Net Inc $557m +47% 🟢 margin XX% +331 bps ✅ - Adj ROE XX% ROE XX% BR ROE XX% Biz Metrics - Customers 118.6m +19% 🟢 - Active Customers 98.7m +19% 🟢 - Activity Rate XX% ➡🟢 - Purchase Vol $30.4b +16% FXN 🟢 - MARPAC $XXXX +17% FXN 🟢 - MACSAC $XXX -XX% FXN 🟠 - Credit Portfolio $24.1b +40% FXN 🟢 - Deposits $31.6b +48% FXN 🟢 - Int Earning Portfolio"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-05-14 14:17:13 UTC 24.5K followers, 2800 engagements

"There is something beautiful when the companies in your portfolio/fund partner with each other to do great things and create more value. Example of Nu and Wise here. Nubank eliminated the currency spread in the Ultravioleta Global Account for conversions from BRL to over XX currencies in partnership with the Wise Platform"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-24 23:20:33 UTC 24.5K followers, 1418 engagements

"Netflix $NFLX 2Q25 Earnings - Rev $11.1b +16% 🟢 - GP $5.8b +31% 🟢 margin XX% +606 bps ✅ - EBIT $3.8b +45% 🟢 margin XX% +684 bps ✅ - Net Inc $3.1b +46% 🟢 margin XX% +575 bps ✅ - OCF $2.4b +88% 🟢 margin XX% +837 bps ✅ - FCF $2.3b +87% 🟢 margin XX% +778 bps ✅ Biz Metrics - UCAN $4.9b +14% 🟢 - EMEA $3.4b +7% 🟡 - LATAM $1.3b +5% 🟡 - APAC $1.3b +16% 🟢 3Q25 Mgmt Guide - Rev $11.5b +17% 🟢 - EBIT $3.6b +25% 🟢 margin XX% +184 bps ✅ - Net Inc $3b +26% 🟢 margin XX% +178 bps ✅ FY25 Mgmt Guide (unchanged) - FY25 Rev $45.2b +16% 🟢 (raised) - FY25 EBIT margin XXXX% 🟢 (raised) - FY25 FCF $8b"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-18 15:05:27 UTC 24.5K followers, 1305 engagements

"MercadoLibre $MELI 1Q25 Earnings - Rev $5.9b +37% 🟢 - GP $2.8b +37% 🟢 margin XX% -X bps 🔴 - Adj EBITDA $935m +37% 🟢 margin XX% +1 bps ✅ - DC $1452m +41% 🟢 margin XX% +69 bps ✅ - EBIT $763m +45% 🟢 margin XX% +67 bps ✅ - Net Inc $494m +44% 🟢 margin X% +38 bps ✅ - OCF $1021m -XX% 🟠 margin XX% -1769 bps 🔴 - FCF $749m -XX% 🟠 margin XX% -1886 bps 🔴 Revenue By Segment - Net Svc Rev $5320m +35% 🟢 - Net Pdt Rev $615m +63% 🟢 - Ad Rev +50% FXN 🟢 - Comm Net Rev $3.3b +32% 🟢 - Comm Svc Rev $2.7b +27% 🟢 - Comm Pdt Rev $0.6b +64% 🟢 - Fintech Net Rev $2.6b +43% 🟢 - Fin Svcs Net Rev $1.5b"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-05-08 09:06:20 UTC 24.5K followers, 4860 engagements

"Workday $WDAY 4Q24 Earnings - Rev $1.9b +17% 🟢 - GP $1.5b +23% 🟢 margin XX% +360 bps ✅ - NG EBIT $461m +51% 🟢 margin XX% +546 bps ✅ - NG Net Inc $421m +64% 🟢 margin XX% +635 bps ✅ - OCF $996m +44% 🟢 margin XX% +966 bps ✅ - FCF $948m +54% 🟢 margin XX% +1184 bps ✅ Workday $WDAY FY24 Earnings - Rev $7.3b +17% 🟢 - GP $5.5b +22% 🟢 margin XX% +319 bps - NG EBIT $1.7b +44% 🟢 margin XX% +450 bps ✅ - NG Net Inc $1.5b +63% 🟢 margin XX% +607 bps ✅ - OCF $2.1b +30% 🟢 margin XX% +295 bps ✅ - FCF $1.9b +48% 🟢 margin XX% +561 bps ✅ Biz Metrics - Total Sub Rev Backlog $20.9b +27% 🟢 - 12m Sub Rev"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2024-02-28 11:25:04 UTC 24.5K followers, 2167 engagements

"Alibabas Tmall still continues to lose e-commerce GMV market share in China to Douyin Kuaishou and JD"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-06-24 13:28:53 UTC 24.5K followers, 6113 engagements

"Having Deja Vu vibes of 2021. Something tells me that majority of these (with a few exceptions) could likely end up poorly in the next 3-5 years and more. No idea but time will tell"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-19 08:08:12 UTC 24.5K followers, 14.2K engagements

"The significant majority of new electricity generating capacity is renewable hitting XXXX% in 2024. Source: IRENA"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-05-19 17:54:43 UTC 24.5K followers, 1440 engagements

"Pro Medicus $PME 1H25 Earnings - Rev A$101m +32% 🟢 - GP A$101m +32% 🟢 margin XXX% +7 bps ✅ - EBIT A$73m +46% 🟢 margin XX% +692 bps ✅ - Net Inc A$52m +43% 🟢 margin XX% +381 bps ✅ - OCF A$49m +68% 🟢 margin XX% +1032 bps ✅ - FCF A$45m +76% 🟢 margin XX% +1100 bps ✅ By Geography - NA (RIS) A$86m +35% 🟢 - AU (RIS) A$8m +7% 🟡 - EU (PACS) A$2m +1% ➡🟡 By Product/Segment - Visage 7/PACS A$89m +34% 🟢 - RIS A$8m +7% 🟡 By Recurring Revenue - Exam/License Rev A$75m +32% 🟢 - Support/Baseline Rev A$12m +13% 🟡 - Professional Svcs Rev A$5m +37% 🟢 - Archive Data Migration Rev A$5m +70% 🟢 Biz"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-02-13 08:08:55 UTC 24.5K followers, 4110 engagements

"Paycom Software $PAYC 1Q25 Earnings - Rev $531m +6% 🟡 - GP $446m +6% 🟡 margin XX% -XX bps 🔴 - Adj EBITDA $253m +10% 🟡 margin XX% +182 bps ✅ - EBIT $185m -XX% 🟠 margin XX% -2228 bps 🔴 - NG Net Inc $158m +8% 🟡 margin XX% +40 bps ✅ - Net Inc $139m -XX% 🟠 margin XX% -2317 bps 🔴 - OCF $183m +23% 🟢 margin XX% +468 bps ✅ - FCF $145m +44% 🟢 margin XX% +711 bps ✅ FY25 Mgmt Guide (raised) - Rev $2.038bn +8% 🟡 - Recurring Rev +9% - Adj EBITDA $858m XX% margins X Saw meaningful increase in sales strong momentum setting up for 2025 and beyond with acceleration in Q4 Sales continues to break"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-05-08 02:16:55 UTC 24.5K followers, 2164 engagements

"Lululemon $LULU 1Q25 Earnings - Rev $2.3b +7% 🟡 - GP $1.4b +8% 🟡 margin XX% +62 bps ✅ - EBIT $439m +1% ➡🟡 margin XX% -XXX bps 🔴 - Net Inc $315m -X% 🟠 margin XX% -XXX bps 🔴 - OCF $315m -X% 🟠 margin XX% -XXX bps 🔴 - FCF $162m -XX% 🟠 margin X% -XXX bps 🔴 Revenue by Geography - UCAN Rev +3% 🟡 - US Rev +2% 🟡 - Canada Rev +4% 🟡 - UCAN Comp Sales +1% 🟡 - International Rev +19% 🟢 - China Rev +21% 🟢 - ROW Rev +16% 🟢 - International Comp Sales +7% 🟡 - China Comp Sales +7% 🟡 - ROW Comp Sales +6% 🟡 - Added X net new stores to XXX 📶 - Gross 3415 SQFT +14% 🟢 Americas - Rev $1675m +3%"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-06-08 03:04:58 UTC 24.5K followers, 3357 engagements

"Vision Capital Fund performance as of XX Jun 2025. For more information please visit: Read our Q2 2025 letter:"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-02 23:11:38 UTC 24.5K followers, 2890 engagements

"Looks like there could be a very big opportunity for Lululemon to get into sun protective clothing"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-25 03:10:43 UTC 24.5K followers, 1686 engagements