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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 XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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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 XXXXX% technology brands XXXX% finance XXXX% travel destinations XXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence asml #28, $asml #32, $gev #37, $dhr 1.97%, $tmo 1.97%, $tsm 1.97%, mega #1405, $pwr #3, $uri #3, $aapl XXXX%

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

Top assets mentioned GE Vernova Inc. (GEV) Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) Taiwan Semiconductor (TSM) PWR Coin (PWR) United Rentals, Inc. (URI) Apple, Inc. (AAPL) American Eagle Outfitters (AEO) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) 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) 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) Broadcom, Inc. (AVGO) Intel Corporation (INTC) HUBSPOT, INC. (HUBS) Suncor Energy, Inc. (SU) NVIDIA Corp. (NVDA) Clean Harbors, Inc (CLH) Cintas Corporation (CTAS) Comfort Systems USA, Inc. (FIX) Walmart, Inc. (WMT) Oscar Health, Inc. (OSCR) Alphabet Inc Class A (GOOGL) Medpace Holdings, Inc. Common Stock (MEDP) KLA Corp (KLAC)

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

"@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

"BP names popping all of a sudden $DHR $RGEN"
@PythiaR Avatar @PythiaR on X 2025-06-25 19:03:04 UTC 62.1K followers, 7298 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

"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, 4079 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, 12.4K 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, 2919 engagements

"@TangoGrenada Mmm delicious hater tears keep it coming"
@PythiaR Avatar @PythiaR on X 2025-07-23 12:14:14 UTC 62.1K followers, 2436 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

"Amazing that the future of the world depends on cookies. $ASML $TSM"
@PythiaR Avatar @PythiaR on X 2025-07-24 22:05:00 UTC 62.1K followers, 3473 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, 20K 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, 8801 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, 50.3K 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

"@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

"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

"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, 85.1K 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, 11.5K engagements

"The DoD run by a drunk 🙃 Tricky calc hard (for me at least as a Canadian not living it every day) to really know how deep the Trump admins anti intellectual agenda has run at the agencies now. He was pretty effective at gutting State very quickly under Tillerson the last time. Probably right about congress but its such a shitshow the risk is any help gets bogged down or just ignored"
@PythiaR Avatar @PythiaR on X 2025-07-25 18:27:53 UTC 62.1K followers, XXX 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, 5737 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, 19.6K 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