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@EugeneNg_VCap Avatar @EugeneNg_VCap Eugene Ng

Eugene Ng posts on X about $13b, $34b, $49b, $23b the most. They currently have XXXXXX followers and 1066 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance stocks countries social networks technology brands

Social topic influence $13b, $34b, $49b, $23b, $24b, $31b, $38b, $58b, $111b, $nflx

Top assets mentioned Netflix Inc (NFLX) Taiwan Semiconductor (TSM)

Top Social Posts #

Top posts by engagements in the last XX hours

"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, 1245 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, 6108 engagements

"Often I get asked what type of investing I do. To me value investing and growth investing are not separate they are the same. Over the long term business returns (growth of revenues earnings and free cash flows) tend to drive the majority of returns rather than valuations (i.e. the price you pay) with the earnings / free cash flow yield or changes in it. To the more conventional finance folks I reluctantly describe our pursuit of a growth-oriented long-term long-only investment strategy because this is what traditional finance style boxes us in. In short we are a growth investor. But I know"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-20 00:08:34 UTC 24.5K followers, 2303 engagements

"Wise 1Q26 Earnings / Trading Update - Active Cust 9797 +17% 🟢 - Personal 9321 +17% 🟢 - Business XXX +15% 🟢 - Cross-Border 41.2b +24% 🟢 - Personal 29.7b +21% 🟢 - Business 11.5b +32% 🟢 - Cust Balance 18.1b +28% 🟢 - Personal 11.3b +33% 🟢 - Business 6.8b +21% 🟢 - Cross-Border Rev 214.8b +2% ➡🟡 - Personal 170.2b +2% ➡🟡 - Business 44.6b +1% ➡🟡 - Card & Other Rev 103.3m +29% 🟢 - Personal 76.7m +29% 🟢 - Business 26.6m +30% 🟢 - Underlying Int Inc (1st 1%) 43.9m +28% 🟢 - Personal 27.4m +34% 🟢 - Business 16.5m +20% 🟢 - Underlying Income 362m +11% 🟢 - Personal 274.3m +11% 🟢 - Business"
@EugeneNg_VCap Avatar @EugeneNg_VCap on X 2025-07-18 00:29:08 UTC 24.5K followers, 1551 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, 2886 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

"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, 1506 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, 3718 engagements