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@MichaelZero10 Avatar @MichaelZero10 Michael. Z

Michael. Z posts on X about $dlo, $enph, $nbis, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance stocks technology brands

Social topic influence $dlo, $enph, $nbis, $crwv, generated, tariffs, luxury, $lvmh, $gs, goldman sachs

Top assets mentioned DLocal Limited Class A Common Shares (DLO) Enphase Energy Inc (ENPH) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) GammaSwap (GS) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) Merit Circle (MC) SolarEdge Technologies, Inc. (SEDG) Credit Suisse Group (CS) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NBIS $GS believes $NBIS is Undervalued. Market Update:👇 Alex Duval Senior Analyst at Goldman Sachs believes $NBIS are still significantly undervalued at current level. On Monday he assumed coverage of the AI infrastructure company with a Buy rating ($68 PT). $GS sees potential for another XX% upside in $NBIS shares as it views the firm as the leader inartificial intelligence infrastructure. $NBIS builds full-stack AI infrastructure including GPU clusters cloud platforms and developer tools optimized for intensive machine learning workloads across global Data Centers. According to Alex Duval"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-14 19:36:43 UTC 3672 followers, 7039 engagements

"3. $ENPH Cash Conversion Cycle is still descent✅ The cash conversion cycle measures the time it takes in days to convert investments in production and sales into cash received. $ENPH cash conversion cycle is still descent in our view as the business takes XX days to transform its investments and sales into cash. This is significantly quicker than XXX days observed in Q1 2024 when $ENPH struggled to sell its inventories and collect payments from clients"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-23 18:36:52 UTC 3673 followers, XX engagements

"$DLO Why we believe $DLO is attractive at current level 🧐 X. $DLO is benefitting from a durable moat✅ - Regulatory complexity: navigating local licensing currency controls and compliance in various markets is expensive for competitors. - Network effects: as more merchants and consumers use $DLO's platform it becomes the default gateway for cross-border transactions. This is amplifying economies of scale. - $DLO integrates 900+ payment methods including cash-based solutions in Emerging Markets. This depth of integration is unmatched by the main competitors in frontier markets"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-19 22:10:05 UTC 3673 followers, 10.8K engagements

"3. EBITDA Margin Expectations for 2025 are conservative and easily achievable✅ - Over the last X years $DLO has been able to generate XX% EBITDA Margin per year on average. (see below). - Investors are expecting XX% EBITDA Margin for 2025 which is significantly below the 7-year average. - We believe current expectations are really conservative and achievable considering the track record of this business. - We would not be surprised to see $DLO beating market expectations in 2025"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-19 22:10:07 UTC 3677 followers, XXX engagements

"2. Sales growth % is accelerating ✅ - Sales growth % declined significantly in Q2 2024 as one of its top merchants renegotiated their contract to a lower pricing tier reducing the take rate (the fee percentage $DLO retains per transaction). - However in Q1 2025 Sales growth % jumped due to cross-border growth (76% YoY) expansion into high-fee markets and surging verticals (remittances digital commerce). - We believe this strong momentum will continue over the next few quarters"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-19 22:10:07 UTC 3676 followers, XXX engagements

"4. Q2 Earnings and Guidance for Q3 2025✅ $ENPH Q2 Earnings came in at XX cents a share on revenue of $363m above analysts expectations of XX cents from revenue of $359m. However $ENPH's guidance for Q3 2025 is lower than expected. It forecast revenue of $330-$370m in Q3 2025 while expectations were at $369m"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-23 18:36:53 UTC 3673 followers, XXX engagements

"@finmauser You have to assess if the opportunity makes sense in your portfolio. I like to have a mix of high-growth and mature businesses. 🤓"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-02 21:40:42 UTC 3674 followers, XXX engagements

"4. $DLO is generating descent free cash flows✅ - Free cash flows for the first quarter of 2025 amounted to US$39.7m up XXX% Y-o-Y. - The variation quarter-over-quarter is primarily driven by improved operational results partially offset by normal variability in corporate working capital and higher income tax paid and capex. - This allowed the business to give a $150m extraordinary dividend to shareholders. - We believe it is a signal of financial health"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-19 22:10:08 UTC 3672 followers, 1199 engagements

"3. Competitive Dynamics✅ CoreWeave v.s Nebius - Both companies are direct competitors positioned as agile alternatives to hyperscalers like AWS Azure and Google Cloud targeting the rapidly growing AI cloud market - $CRWV is leading the race in absolute revenue and scale however its business has concentration risks. Indeed $CRWV is relying on a few large customers and heavily focused on the U.S. - $NBIS is expanding aggressively in Europe the Middle East and North America with a more diversified product portfolio by making investments in AI data education and autonomous vehicles. - Both"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-21 15:38:57 UTC 3677 followers, XXX engagements

"$LVMH / $MC (+352%) - $LVMH is slowly recovering the stock is Up XX% from the lows. - Next earnings report is expected on Wednesday 23rd July 2025. - Investors are probably anticipating better results.🤔"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-10 19:25:34 UTC 3674 followers, 1185 engagements

"Solar Energy Stocks are Skyrocketing 1M Performance: - $SEDG: +100%;🟢 - $ENPH: +24%;🟢 Mr. Market seems to prefer $SEDG as it is more exposed to the European Market (environment friendly v.s the U.S.). We personally prefer to hold $ENPH over the long-term as it has more pricing power than $SEDG. This position represents only X% of our portfolio. $ENPH will report Q2 results over the next 20-30 minutes. Let's see what happens. 🤓"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-22 19:57:28 UTC 3673 followers, 2823 engagements

"Pricing Power is key for Top Luxury Brands🧐 $RMS $LVMH Price increases drove XX% of industry sales growth between 2019 and 2023 according to various research firms with higher volumes only contributing 20%. Top Luxury Brands have increased prices at the slowest pace since 2019 this year as the industry adapts to longer than expected slowdown. Indeed the cost of luxury goods rose by X% between January and May. This period is highly relevant for the entire year as it captures the vast majority of annual price increases which brands typically implement in Q1. This moderate figure compares with"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-24 18:35:48 UTC 3672 followers, 1237 engagements

"$ENPH - Q2 2025 Update🧐 See below some thoughts following the latest Earnings👇 X. Revenue growth has decelerated in Q2 2025✅ Revenue growth % has decelerated from XX% in Q1 2025 to XX% in Q2 2025 due to lower safe harbor revenue. Safe harbor activities allow renewable energy companies to lock in eligibility for tax credits by beginning project construction. $ENPH is currently facing several challenges and headwinds. However the business is still growing in Q2 2025 but growth is less impressive. However this lates Q2 Report raises uncertainties around the business recovery. (see chart"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-23 18:36:50 UTC 3672 followers, XXX engagements

"2. Gross Margin % has slightly reduced✅ Gross Margin % has slightly been affected by the reciprocal tariffs implemented by the current administration. We believe the current margin generated in Q2 2025 is not catastrophic as Gross Margin % is at similar level reached in Q2/Q3 2023 before the business experienced serious slowdown (see chart below)"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-23 18:36:51 UTC 3673 followers, XX engagements

"5. $DLO is attractively priced at current level✅ $DLO is trading at 2.61x 2025 EV/Sales while Sales are expected to grow by XXXXX% over the same period. We could expect the company to trade at 5-7x EV/Sales considering this excellent revenue growth. $DLO could at least double over the next few quarters by only assuming a rerating which is really conservative. Would you consider adding $DLO 🤔"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-19 22:10:09 UTC 3672 followers, 1086 engagements

"5. Financial thoughts✅ Investors are not excited about the Stock due to soft U.S. demand and a lack of clarity around safe harbor activities which allow renewable energy companies to lock in eligibility for tax credits by beginning project construction. Following Q2 2025 report the recovery story is definitely at doubt and we could get a better picture of the investment thesis over the next few months. We will hold our position for now (3% of our portfolio) as we still believe in the business recovery and finally we think $ENPH could grow into other countries more environmentally friendly"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-23 18:36:54 UTC 3672 followers, XXX engagements

"Competitive Dynamics: $CRWV v.s $NBIS Which Stock would you hold over the long-term 🤔 X. Revenue growth and Scale✅ CoreWeave - $CRWV has experienced explosive growth reporting $1.9bn in revenue for 2024 (737% Y-o-Y increase) driven by surging demand for AI computing. In Q1 2025 revenue was $981.6m up XXX% Y-o-Y. - $CRWV's operations are focused in the U.S. with a growing global Data Center footprint. - $CRWV is recognized as a Top-20 cloud provider specializing in large-scale GPU-accelerated workloads. - The companys revenue is relying on a few major customers. Indeed XX% of 2024 revenue"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-21 15:38:55 UTC 3673 followers, XXX engagements

"@SimeonResearch_ Fair enough Alex Over the last XXX years I believe the U.S is the best performing equity market adjusted for inflation (study done by Credit Suisse a couple years ago). But I agree today valuation is stretched and the future could be very different. 😉"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-24 21:39:14 UTC 3672 followers, XX engagements

"2. Strategic Relationships✅ CoreWeave - $CRWV is benefitting from a strategic partnership with $NVDA including a X% equity stake. $CRWV is the first Cloud Services Provider in the $NVDA Partner Network. - Major customer and partner relationships include $MSFT (largest customer) OpenAI (recent $12bn agreement) and other leading AI labs. - $CRWV has various partnerships with VAST Data and others to enhance AI and data management capabilities. Nebius - $NBIS has a strong relationship with $NVDA with the recent $700m investment led by NVIDIA and Accel. - $NBIS is a reference platform for $NVDA's"
@MichaelZero10 Avatar @MichaelZero10 on X 2025-07-21 15:38:56 UTC 3674 followers, XXX engagements