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@PythiaR Avatar @PythiaR Pythia Capital, No Brainer

Pythia Capital, No Brainer posts on X about asml, $asml, $gev, $dhr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #3660 technology brands XXXXX% finance XXXX% countries XXXX% travel destinations XXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence asml #8, $asml #6, $gev #5, $dhr 2.92%, $csuto 2.92%, $tmo 2.19%, mega #448, $pwr #1, $uri #1, ass XXXX%

Top accounts mentioned or mentioned by @evrgn11112231 @grok @310value @itsdanielwu @tbu12345678 @nestbetter @4drant @orrdavid @invesquotes @brentmuio @tangogrenada @stockjock84 @cuibonocapital @mr_neutral_man @spiveyvalens @libertyrpf @ph0enixsmith @lanaar2 @roicaholic76 @thelapurchaser

Top assets mentioned GE Vernova Inc. (GEV) Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) PWR Coin (PWR) United Rentals, Inc. (URI) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) American Eagle Outfitters (AEO) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Cintas Corporation (CTAS) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) KLA Corp (KLAC) Bruker, Corp. (BRKR) Qiagen NV (QGEN) Pacific Biosciences of California, Inc. (PACB) Repligen, Corp. (RGEN) Synopsys, Inc. (SNPS) Texas Instruments (TXN) Abercrombie & Fitch Co. (ANF) Roper Technologies Inc (ROP) Watsco, Inc. (WSO) Waste Connections, Inc. (WCN) Regeneron Pharmaceuticals Inc (REGN) Gilead Sciences, Inc. (GILD) Now Coin (NOW) aelf (ELF) COTY INC (COTY) Wormhole (W) RH (RH) Celsius Holdings, Inc. Common Stock (CELH) PepsiCo, Inc. (PEP) Intel Corporation (INTC) HUBSPOT, INC. (HUBS) Suncor Energy, Inc. (SU) Clean Harbors, Inc (CLH) Comfort Systems USA, Inc. (FIX) Walmart, Inc. (WMT) Oscar Health, Inc. (OSCR) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) Medpace Holdings, Inc. Common Stock (MEDP) Costco Wholesale Corporation (COST)

Top Social Posts #

Top posts by engagements in the last XX hours

"$BRKR pre announcing well ahead of consensus. Adds to $QGEN & $PACB both reporting solid numbers w/guides intact. Market is throwing life sciences out with the bath water"
@PythiaR Avatar @PythiaR on X 2025-04-11 12:17:07 UTC 62.1K followers, 6328 engagements

"BP names popping all of a sudden $DHR $RGEN"
@PythiaR Avatar @PythiaR on X 2025-06-25 19:03:04 UTC 62.1K followers, 7280 engagements

"@spiveyvalens Cuz youd be making the same trade X times. Just find the best way and stick with that. Good points on the differing risk profile. Agreed m&a more a driver for URI than those X but relative to STN/WSP in broader engineering think URI loses out"
@PythiaR Avatar @PythiaR on X 2025-07-24 17:47:39 UTC 62.1K followers, XXX engagements

"Lets get something straight 1) Nobody pumped Moberg. Your inability to differentiate between joke tweets and a pump is your problem not mine. Being (extremely) wrong doesnt make something a pump job. 2) Moberg was a XX% position at cost that doubled and then crashed and then nearly doubled and then crashed again. My loss was a lot less than 70%. 3) $CLPT is up XXX% since I made it a position. My ACB is higher because Ive added to it along the way. 4) I do talk about $CLPT go read my fucking tweets. I just dont do it as nauseum like Moberg because of fucksticks like yourself who have given me"
@PythiaR Avatar @PythiaR on X 2025-07-23 12:35:50 UTC 62.1K followers, 29.7K engagements

"@brentmuio @LibertyRPF @Invesquotes Dont look at $MRU.TO if you dont like GM expansion haha"
@PythiaR Avatar @PythiaR on X 2025-06-24 17:07:24 UTC 62.1K followers, XXX engagements

"NVDAs success is going to probably drive a lot of the other X and if theyre successful at maintaining their value capture which is a big if then it may be an expensive short. Jensen isnt just angling for AI hes angling for robotics and everything else. I think its easier to just be long ASML and TSM without the short tbh"
@PythiaR Avatar @PythiaR on X 2025-07-23 03:35:09 UTC 62.1K followers, XXX engagements

"Id love it if the new $TMO CFO could do their buybacks like when it makes sense and not just blow $3b a year every January"
@PythiaR Avatar @PythiaR on X 2025-07-23 19:51:54 UTC 62.1K followers, 4012 engagements

"$TXN calls #2 behind only $AAPL as the least valuable earnings season reading. Used to think their IR was okay but feels like theyre too far up their own ass now"
@PythiaR Avatar @PythiaR on X 2025-07-22 20:54:36 UTC 62.1K followers, 12.3K engagements

"@PH0ENIXSMITH Ah yes my old friend the get X years of IRR in X months"
@PythiaR Avatar @PythiaR on X 2025-07-22 18:32:21 UTC 62.1K followers, XXX engagements

"@evrgn11112231 @lanaar2 @itsDanielWu @ROICAHOLIC76 Think it did that no"
@PythiaR Avatar @PythiaR on X 2025-07-23 17:40:01 UTC 62.1K followers, XXX engagements

"The answer to my own Q is probably the multiple but $URI and $PWR and $GEV are all trading at peakish mults so its all a bet on revisions. If your thesis really is mega projects probably more revisions room in the things most exposed to them"
@PythiaR Avatar @PythiaR on X 2025-07-24 17:17:01 UTC 62.1K followers, 2808 engagements

"@TangoGrenada Mmm delicious hater tears keep it coming"
@PythiaR Avatar @PythiaR on X 2025-07-23 12:14:14 UTC 62.1K followers, 2426 engagements

"The only reason you should own $ROP over $Csu.to is because youre an industrials sector or US only investor who literally cant own $CSU.TO"
@PythiaR Avatar @PythiaR on X 2025-04-24 12:06:04 UTC 62.1K followers, 5030 engagements

"@bizalmanac $CMG.To down XX% YTD $CSU.TO +11% 🤷"
@PythiaR Avatar @PythiaR on X 2025-06-03 17:11:09 UTC 62.1K followers, 7373 engagements

"In a way Israel neutering Iran is a perfect example of the power of small well resourced independent and highly focused teams. $CSU.TO $DHR etc etc"
@PythiaR Avatar @PythiaR on X 2025-06-22 01:13:22 UTC 62.1K followers, 11.9K engagements

"Some fun last X months: $ELF + XX% $COTY -XX% $W XX% $RH -XX% $CELH +28% $PEP -XX% $AVGO + XX% $INTC -X% $NOW +24% $HUBS -X% $GEV +74% $SU +4% $NVDA +42% $AAPL -XX% $DIM.FP +11% $TMO -XX% $GILD +0% $REGN -XX% $CLH +16% $WCN -X% $CTAS +8% $VSTS -XX% $FIX +60% $WSO -15%"
@PythiaR Avatar @PythiaR on X 2025-06-27 15:46:12 UTC 62.1K followers, 10.3K engagements

"Went on a X week vacation and I come back and my magic monopoly is down XX% every health care investor has committed Seppuku and a home flipping shitco is up XXX% Great job everyone"
@PythiaR Avatar @PythiaR on X 2025-07-21 19:07:36 UTC 62.1K followers, 40K engagements

"Both $AMZN and $WMT trade at 36x 2025E Fun to think through which one youd rather own"
@PythiaR Avatar @PythiaR on X 2025-07-24 14:16:30 UTC 62.1K followers, 18.7K engagements

"$DHR raises FY EPS guide -X% $OSCR cuts net income by $500m +7% Efficient markets"
@PythiaR Avatar @PythiaR on X 2025-07-22 12:29:11 UTC 62.1K followers, 12.1K engagements

"Its amazing how quickly Fintwit has rallied around Sydney Sweeneys ass I mean $AEO stock sorry typo"
@PythiaR Avatar @PythiaR on X 2025-07-23 20:53:43 UTC 62.1K followers, 8748 engagements

"Okay so I guess were paying 27x earnings for engineering services rollups. $STN.TO $WSP.TO Weak form rollup: Scale moat isnt super strong not huge synergies from M&A yes big TAM w/geographic upside for $STN.TO who just entered Europe but like feels rich for a biz with basically no real competitive advantages"
@PythiaR Avatar @PythiaR on X 2025-06-02 19:10:40 UTC 62.1K followers, 4691 engagements

"@evrgn11112231 @itsDanielWu @ROICAHOLIC76 Ya I was originally surprised at the $6b/fab figure but I was attaching to old fab estimates of cost from way back when. If youre figuring $20b per fab over a few years of construction time it sanity checks okay"
@PythiaR Avatar @PythiaR on X 2025-07-23 03:29:27 UTC 62.1K followers, XXX engagements

"So $GOOG says GCP is at super tight capacity and is raising capex. If $MSFT and $AMZN do the same and $TSM is at record tight capacity & high utilization already"
@PythiaR Avatar @PythiaR on X 2025-07-23 21:15:04 UTC 62.1K followers, 50K engagements

"@nope_its_lily First Google and now this Why do you do this to yourself Lily"
@PythiaR Avatar @PythiaR on X 2025-07-24 18:45:02 UTC 62.1K followers, XXX engagements

"Has anyone looked at $KBL.TO Uniform service like $CTAS in Canada/UK XX% customer retention XX% mkt share in Canada (30% private XX% insourced so potential conversions) and now trying to grow more aggressively via M&A to plug in more volume & coming off big capex cycle to upgrade facilities. XX% healthcare XX% hospitality biz mix at present. CEO has been there XX years good run initially but stock has been flat the last decade. Not sure she gets it or whats changed exactly to make this work. Will never be $CTAS because theyre operating in multiple countries without the route density of the US"
@PythiaR Avatar @PythiaR on X 2025-06-17 15:17:49 UTC 62.1K followers, 6649 engagements

"@lefttailguy @shots_goal @salesforce Daily liquidity the whole time"
@PythiaR Avatar @PythiaR on X 2025-07-22 21:40:07 UTC 62.1K followers, XXX engagements

"@evrgn11112231 Will ASMI grow in 2026 tho which is of course the only question that matters"
@PythiaR Avatar @PythiaR on X 2025-07-22 16:25:59 UTC 62.1K followers, XXX engagements

"@4drant They sure as hell werent selling their 2026 guide tho 😂😂"
@PythiaR Avatar @PythiaR on X 2025-07-21 20:00:50 UTC 62.1K followers, XXX engagements

"I dunno bro you can buy $ASML at 27x forward or Schneider Electric that sells I dunno liquid cooled boiled wieners or something for 25x. Cummon now"
@PythiaR Avatar @PythiaR on X 2025-07-03 16:52:04 UTC 62.1K followers, 57.4K engagements

"@CuiBonoCapital @phoenixvalue @StockTalk416 Game of Thrones"
@PythiaR Avatar @PythiaR on X 2025-07-24 17:09:23 UTC 62.1K followers, XXX engagements

"@evrgn11112231 Sir my book of $AVGO $CRWV $GEV $ORCL $NVDA $ARM and $KLAC is artisanal alpha everyones just now coming around to my differentiated view of street ests on these where numbers are just replaced by rocket emojis 🚀"
@PythiaR Avatar @PythiaR on X 2025-07-21 19:45:43 UTC 62.1K followers, XXX engagements

"If a complete joke of an investor thinks youre a complete joke of an investor you win"
@PythiaR Avatar @PythiaR on X 2025-07-22 13:53:12 UTC 62.1K followers, 84.8K engagements

"The $URI thesis is that its a beneficiary of mega project construction + some juice left in the rollup. But what ARE those mega projects Power DC construction etc. So why would I own $URI when I can just own like $PWR $GEV etc"
@PythiaR Avatar @PythiaR on X 2025-07-24 16:54:35 UTC 62.1K followers, 10.9K engagements

"I will say $URI is one of maybe 3-5 companies Ive ever seen put the exec comp plan in an investor deck"
@PythiaR Avatar @PythiaR on X 2025-07-24 18:41:16 UTC 62.1K followers, 5401 engagements

"@phoenixvalue Does Sydney Sweeney change your mind about that"
@PythiaR Avatar @PythiaR on X 2025-07-24 16:40:19 UTC 62.1K followers, XXX engagements

"3 is notable because there is X built in for edge AI in $ASML guide now or in 2030"
@PythiaR Avatar @PythiaR on X 2025-07-20 14:02:07 UTC 62.1K followers, 19.5K engagements

"@onodacapital1 @JabroniCapital $MEDP skews more early stage/preclin work IIRC so limited read through to some of the more mature players. Likely $TMO sees some read thru but tbh its limited as PPD that TMO owns has more mature customer base. Surprised at the move. Results are fine not +45% good tho"
@PythiaR Avatar @PythiaR on X 2025-07-21 21:20:14 UTC 62.1K followers, XXX engagements

"@evrgn11112231 Yes but have you considered $KLAC will have positive revisions forever and $ASML 2027 numbers need to be cut down so they can be raised to exactly where they are today so its uninvestable garbage"
@PythiaR Avatar @PythiaR on X 2025-07-22 00:12:41 UTC 62.1K followers, XXX engagements