@RichardWedekin1 Avatar @RichardWedekin1 Wedekind Research

Novo Nordisk ($NVO) and Copart ($CPRT) are seeing significant attention due to their strong fundamentals and potential buying opportunities after recent drawdowns. Several analysts are optimistic about $NVO, citing its double-digit revenue growth over [--] quarters and impressive financials. Meanwhile, $CPRT is noted for its history of bouncing back from corrections, with its stock near the 200-day simple moving average, which often acts as support.

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Social Influence

Social category influence stocks 69.8% finance 36.91% technology brands 27.52% cryptocurrencies 12.75% automotive brands 3.36% currencies 3.36% social networks 2.01% financial services 2.01% countries 1.34% luxury brands 1.34%

Social topic influence in the 8.05%, software #1429, stocks #3880, $tpl #10, company 5.37%, $path 5.37%, ai 5.37%, $now 5.37%, $nvo #270, $pme #2

Top accounts mentioned or mentioned by @trem0nia09 @marktenjoyer @hap0606 @chartingchris @cannainform @michaeljburry @davidein @thelonginvest @aktienmax @alc2022 @saylor @fundstrat @leonelissen @georgeoomm32323 @fiscalai @yorxt @jomasilva88 @wealthyreadings @valuescreener @cryptolyxe

Top assets mentioned Texas Pacific Land, Corp. (TPL) UiPath, Inc. (PATH) Now Coin (NOW) Novo-Nordisk (NVO) Verisk Analytics, Inc. (VRSK) Advanced Micro Devices (AMD) Fair Isaac, Corp. (FICO) PayPal Holdings Inc (PYPL) Zscaler Inc (ZS) Arista Networks Inc (ANET) Adobe, Inc. (ADBE) Okta Inc (OKTA) Berkshire Hathaway Inc Class B (BRK.B) Palo Alto Networks Inc (PANW) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) SAP SE (SAP) Atlassian Corporation PLC (TEAM) Duolingo, Inc. (DUOL) Circle Internet Group, Inc. (CRCL) Amazon.com, Inc. (AMZN) Factset Research Systems, Inc. (FDS) Copart, Inc. (CPRT) Grab Holdings Limited Class A Ordinary Shares (GRAB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) AppLovin Corporation (APP) Trade Desk, Inc. (TTD) Microsoft Corp. (MSFT) Reddit, Inc. (RDDT) Figma, Inc. (FIG) Klarna Group plc (KLAR) Msci Inc (MSCI) Fortinet Inc (FTNT) Flutter Entertainment plc (FLUT) Palantir Technologies Inc. (PLTR) Evotec SE (EVO) Metaplanet Inc. (MTPLF) Gartner Inc (IT) Tradeweb Markets Inc. Class A Common Stock (TW) Rubrik, Inc. (RBRK) GoDaddy, Inc. (GDDY) ServiceNow Inc (NOW) Constellation Energy Corp (CEG) Comcast Corporation (CMCSA) Bristol-Myers Squibb Co (BMY) Fiserv Inc (FISV)

Top Social Posts

Top posts by engagements in the last [--] hours

"Opendoor $OPEN just went from Delisting to a Five Bagger. $CVNA like behavior"
X Link 2025-07-21T07:46Z [----] followers, [----] engagements

"UiPath $PATH is a lost company But a lost company with [----] Customers with $100k+ ARR and [-----] Total Customers Wallstreet does not care currently. I like it when Wallstreet does not care"
X Link 2025-09-04T20:43Z [----] followers, [----] engagements

"Rough Year for Rating/Analytics Companies like $FDS $MORN and $IT The AI Impact"
X Link 2025-09-18T22:13Z [----] followers, [----] engagements

"The Big BuyBack Overview I added the following Buyback Monsters Atkore $ATKR Xerox $XRX Davita $DVA Davita reduced its share count by 60% over the last [--] years scoring a 11.3% reduction on average. Berkshire is the biggest Shareholder Lets talk about Buybacks You know I like $PLUS for them But $SYF and $BHF managed it to buy back more than 50% of theire own shares over the last [--] years $AN is on a whole nother level Mohnish Pabrai bought it in Q2 What would you add https://t.co/uwHIWur1Fu Lets talk about Buybacks You know I like $PLUS for them But $SYF and $BHF managed it to buy back more"
X Link 2025-09-23T15:25Z [----] followers, [----] engagements

"$TW I would love to see -50%"
X Link 2025-10-07T05:06Z [----] followers, [---] engagements

"There are so many interesting Cybersecurity Companies out there: [--]. $S [--]. $ZS [--]. $CYB [--]. $OKTA [--]. $ATEN [--]. $TENB [--]. $QLYS [--]. $CYR etc. But people on this platform only focus on $RBRK Check SBC and Valuation please πŸ”Ž"
X Link 2025-10-07T08:24Z [----] followers, [---] engagements

"$NEM.DE Nemetschek managed it to give away a 41% gain this year πŸ“‰ I had almost doubled my investment now Im up only 20% again. You ask me if it hurts Yes yes it hurts"
X Link 2025-11-04T13:12Z [----] followers, [---] engagements

"$FVRR - logarithmic Chart"
X Link 2025-12-10T17:35Z [----] followers, [---] engagements

"If I had $100.000 to invest into a Microcap Portfolio it would look like this [--]. $ILYDA.AT Ilyda $25k [--]. $CYB Cyberoo $20k [--]. $EIS.AT European Innovation $20k [--]. $TPG.DE Platform Group $20k [--]. $RMB Rumbu $15k"
X Link 2025-12-14T00:11Z [----] followers, [----] engagements

"$FDS Earnings Review πŸ“‘ EPS = $4.51 vs $4.38 Organic ASV was $2.39B up 5.9% Y/Y Operational: Client count was [----] a net increase of [--] clients Annual ASV retention was greater than 95% Share Repurchase Program: FactSet repurchased [------] shares of its common stock for $139.9M at an average price of $292.61 during Q1/26. Board of Directors approved an additional $600M in share repurchase authority up to $1B FY/26 Expectations: GAAP Operating Margin is expected to be in the range of 29.5% to 31.0% GAAP diluted EPS is expected to be in the range of $14.55 to $15.25 Adjusted diluted EPS is"
X Link 2025-12-18T22:05Z [----] followers, [---] engagements

"Welcome to a new episode of Charts that make you cry Featuring [--]. $VITb [--]. $PAYC [--]. $UBIP [--]. $S"
X Link 2025-12-21T13:41Z [----] followers, [----] engagements

"Companies with a high net cash position compared to theire marketcap*πŸ’΅ [--]. $JD 42% [--]. $PDD 36.9% [--]. $ADYEN 28.6% [--]. $PLUS.L 24.4% [--]. $BRKb 23.5% [--]. $OKTA 15.7% [--]. $NTDOY 12.5% *as of the latest report"
X Link 2025-12-27T16:41Z [----] followers, [----] engagements

"I have updated this list with Grab and Pop Mart [--]. $PDD 57.9% [--]. $JD 41.1% [--]. $BRKb 35.6% [--]. $GRAB 31.6% [--]. $PLUS 31.3% [--]. $ADYEN 22.3% [--]. $OKTA 21.9% [--]. $CPRT 17.1% [--]. $NTDOY 15.8% [--]. $PMRTY 14.9% [--]. $NOW πŸ“· 12.4% [--]. $ANET πŸ“· 10.6% Based on analysts' estimates for [----] via Companies with the highest expected net cash positions relative to theire current marketcap πŸ’΅ [--]. $PDD 57.9% [--]. $JD 41.1% [--]. $BRKb 35.8% [--]. $PLUS 31.3% [--]. $ADYEN 22.3% [--]. $OKTA 21.7% [--]. $CPRT 17.1% [--]. $NTDOY 15.7% [--]. $NOW 12.4% [--]. $ANET Companies with the highest expected net cash positions* relative to theire"
X Link 2026-01-02T07:28Z [----] followers, 10.8K engagements

"$GDDY hits the SMA200 I wouldn't be surprised if the stock starts to recover now"
X Link 2026-01-05T18:14Z [----] followers, [---] engagements

"Texas Pacific Land got caught again $TPL"
X Link 2026-01-13T16:13Z [----] followers, [---] engagements

"The next one on the list Bonesupport reports that its preliminary net sales for Q4/25 will reach 313M SEK representing growth of 36% at constant exchange rates The stock is up 20% today πŸ“ˆ $BONEX Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow $NOW [--]. Nvidia $NVDA [--]. Arista Networks $ANET [--]. Palo Alto Networks $PANW [--]. Bonesupport $BONEX [--]. Advanced Micro Devices $AMD https://t.co/A13jHPQ1Vp Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow"
X Link 2026-01-14T11:15Z [----] followers, [----] engagements

"Not a great day for companies named Constellation $CSU $STZ $CEG"
X Link 2026-01-16T15:39Z [----] followers, [----] engagements

"Matrix Asset Advisors Portfolio Update AUM = $1.1B Important Buys $BMY Bristol-Myers Squibb New Important Adds $ACN Accenture +110% $GNRC Generac +69% $LMT Lockheed Martin +44% Important Sells $FISV Fiserv -100% $ZBH Zimmer Biomet -75% $CMCSA Comcast -29% https://twitter.com/i/web/status/2012475935027581327 https://twitter.com/i/web/status/2012475935027581327"
X Link 2026-01-17T10:43Z [----] followers, [----] engagements

"10 stocks I would buy right now [--]. $ZS [--]. $NVO [--]. $NOW [--]. $MELI [--]. $NBIS [--]. $PATH [--]. $OKTA [--]. $PANW [--]. $GRAB [--]. $PSTG"
X Link 2026-01-17T13:39Z [----] followers, [----] engagements

"I have made some fundamental changes in my portfolio It was quite difficult for me but I sold my shares in Realty Income to buy into some more promising stocks. I bought additional shares in: UiPath $PATH (15 for 1194) EIS $EIS.AT (90 for 198) Zscaler $ZS (3 for 18202) https://twitter.com/i/web/status/2013331402951897598 https://twitter.com/i/web/status/2013331402951897598"
X Link 2026-01-19T19:23Z [----] followers, [----] engagements

"If there really is a new altcoin season coming because the Fed is pumping liquidity into the market I still want to invest in real "value" not ghostchains. Dead Projects/Chains I avoid [--]. EOS $EOS [--]. The Sandbox $SAND [--]. Bitcoin Cash $BCH Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again [--]. [----] is going to be THE altcoin year https://t.co/RNrbRdqW7P Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again 2."
X Link 2026-01-20T12:30Z [----] followers, [---] engagements

"This is my updated Portfolio for the end of january I bought more $ZS which is why the position makes up 4.2% of my portfolio now. I think this is enough $NEM.DE is down to 3.5% not because I sold. (Yes the 45% drawdown hurts my feelings) $PATH is now also visible I will further increase this position everytime the market punishes the stock. I have made some fundamental changes in my portfolio It was quite difficult for me but I sold my shares in Realty Income to buy into some more promising stocks. I bought additional shares in: UiPath $PATH (15 for 1194) EIS $EIS.AT (90 for 198) Zscaler $ZS"
X Link 2026-01-20T18:11Z [----] followers, [----] engagements

"Its probably time to buy some shares of AppLovin $APP"
X Link 2026-01-22T16:28Z [----] followers, [----] engagements

"Umicore keeps running πŸ“ˆ With metal prices like these recycling companies such as Umicore are increasingly coming into focus. $UMI"
X Link 2026-01-23T14:25Z [----] followers, [---] engagements

"Marketcap $50M Sales growth past 3Y 25% P/E = profitable (0) Sagtec Global $SAGT How it feels to be locked in at the middle of the night researching some random small-cap stock you found online https://t.co/aYCGbtuwxM How it feels to be locked in at the middle of the night researching some random small-cap stock you found online https://t.co/aYCGbtuwxM"
X Link 2026-01-24T08:19Z [----] followers, [---] engagements

"You dont own enough copper But I can help you out. Here are the most common ways to profit from a rising copper price: [--]. Copper Futures $HG volatile short-term [--]. Copper Miners $COPX / $ASWD diversified long-term [--]. Established Players $FCX / $ANTO conviction long-term [--]. Moonshots $USCU speculative highly volatile long-term In my opinion global copper miners are the smartest option since the byproducts of copper mining are silver and gold. These companies are making a lot of money anyway. Not financial advice Keine Anlageberatung https://twitter.com/i/web/status/2015079266128744512"
X Link 2026-01-24T15:08Z [----] followers, 16.3K engagements

"Wolters is now down 55% from its all-time-high The stock went from $181 to $81 in less than one year aiming at the Volume PoC. Simply brutal $WKL"
X Link 2026-01-27T16:14Z [----] followers, [----] engagements

"The street expectes a free cashflow of $920M and SBC adjusted free cashflow of $330M for The Trade Desk in [----] So we still talk about a Price to SBC adjusted FCF of [--] I call this pain $TTD"
X Link 2026-01-27T22:38Z [----] followers, [---] engagements

"Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% πŸ“‰ $SAP SAP $SAP Q3 [--] results Revenue 8470M Q3 [--] 7744M +9% 🟒 Est. 8452M beat 🟒 EPS [----] Q3 [--] [----] +15% 🟒 Est. [----] beat 🟒 Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% https://t.co/6pcd73QJK1 SAP $SAP Q3 [--] results Revenue 8470M Q3 [--] 7744M +9% 🟒 Est. 8452M beat 🟒 EPS [----] Q3 [--] [----] +15% 🟒 Est. [----] beat 🟒 Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% https://t.co/6pcd73QJK1"
X Link 2026-01-29T08:41Z [----] followers, [----] engagements

"Its crazy to see market darlings get punished like this Mr. Market Classic $NOW $SAP"
X Link 2026-01-29T10:02Z [----] followers, [----] engagements

"You already know what I want to say The stock hit the SMA200 and will probabaly take a short break/bounce here But after that there will be more downside I guess. Dream buy-target would be [---] $SAP Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% πŸ“‰ $SAP https://t.co/HQ0sUhivBf Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% πŸ“‰ $SAP https://t.co/HQ0sUhivBf"
X Link 2026-01-29T14:32Z [----] followers, [----] engagements

"If you ask $GOOG Gemini to rank some of the top software companies on a scale indicating the strength of the moat using $ASML as a reference because it holds an absolute monopoly the result is as follows: [--]. $FICO coming really close [--]. $MSFT $ORCL [--]. $CSU Workflow Giants [--]. $NOW $TEAM $WDAY $CRM $HUBS https://twitter.com/i/web/status/2017195900536226252 https://twitter.com/i/web/status/2017195900536226252"
X Link 2026-01-30T11:19Z [----] followers, [----] engagements

"I think we can all agree on the fact that altcoins are dead now πŸͺ¦ Yen Carry Trade It apparently doesn't matter how good your chain is how strong your ecosystem is booming how many bonds have been tokenized etc. When liquidity is lacking prices fall. $HODL $VTOP"
X Link 2026-01-31T14:46Z [----] followers, [---] engagements

"Silver opens up 3% πŸ“ˆ Natural Gas is down 16% πŸ“‰ $SI $NG"
X Link 2026-02-02T00:01Z [----] followers, [---] engagements

"Nemetschek is historically cheap The stock is also a victim of the current sell-off in the software sector. Over the last ten years the stock has experienced four major crashes but due to the company's double-digit growth each drawdown was a buying opportunity The company announced last week that revenue grew by 22.6% in FY25 and exceeded the 1B mark for the first time. $NEM.DE https://twitter.com/i/web/status/2018324998792810583 https://twitter.com/i/web/status/2018324998792810583"
X Link 2026-02-02T14:05Z [----] followers, [---] engagements

"Oracle is heading for its biggest drawdown in over [--] years $ORCL"
X Link 2026-02-02T21:28Z [----] followers, [---] engagements

"Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss πŸ”„ Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL PayPal will publish Q4/25 earnings in the next two hours πŸ“‘ Expected EPS = $1.29 Revenue = $8.79B TM$ = $4.07B $PYPL https://t.co/tJYtbzmjdB PayPal will publish Q4/25 earnings in the next two hours πŸ“‘ Expected EPS = $1.29 Revenue = $8.79B TM$ = $4.07B $PYPL https://t.co/tJYtbzmjdB"
X Link 2026-02-03T13:07Z [----] followers, [----] engagements

"I honestly think we are in the capitulation phase of Software now $IT $TEAM $DUOL"
X Link 2026-02-03T14:34Z [----] followers, [----] engagements

""Is sentiment bullish or bearish right now" Ohh wait let me check Tempus AI real quick Bearish $TEM"
X Link 2026-02-03T16:41Z [----] followers, [----] engagements

"Novo Nordisk initiates a share repurchase programme fr [----] $NVO #PRESS Novo Nordisk initiates [----] share repurchase programme. Learn more here: https://t.co/avinydNDo8 https://t.co/ljMz11hNs3 #PRESS Novo Nordisk initiates [----] share repurchase programme. Learn more here: https://t.co/avinydNDo8 https://t.co/ljMz11hNs3"
X Link 2026-02-04T07:10Z [----] followers, [----] engagements

"After yesterdays market selloff $CSU trades at a FCF-Yield of 7% Companies like Constellation Software usually dont trade at FCF-Yileds of more than 7% Mr. Market is depressed"
X Link 2026-02-04T08:19Z [----] followers, [---] engagements

"Intuit 5Y Performance now negative πŸ“‰ $INTU"
X Link 2026-02-04T14:49Z [----] followers, [---] engagements

"Nearly every IPO reaches new all-time lows today [--]. $ZSPC [--]. $TTAN [--]. $FIG [--]. $SAIL [--]. $NTSK [--]. $BTGO [--]. $CRCL [--]. $BULL [--]. $KLAR [--]. $ETOR [--]. $NMAX Even $RDDT is down 46% from its ATH Simply never buy IPOs"
X Link 2026-02-04T15:05Z [----] followers, [---] engagements

"@Trem0nia09 Ich kenne mich mit dem Unternehmen nicht aus. Was sind deiner Ansicht nach die Wachstumstreiber"
X Link 2026-02-04T21:43Z [----] followers, [--] engagements

"Checking in on my "Short Calls" [----] [--]. $OLKO -8% [--]. $MSTR -22.4% [--]. $PSNY -29.5% [--]. $KLAR -26.8% I should switch to short selling I guess 🧐 While everyone is busy picking out the best stocks for [----] I'll give you my top short candidates first From experience I have learned to completely avoid shorting as although my diagnosis is correct I am usually way too early. However if I had to short those would be the https://t.co/JVCA5xwL4h While everyone is busy picking out the best stocks for [----] I'll give you my top short candidates first From experience I have learned to completely avoid"
X Link 2026-02-05T14:42Z [----] followers, [---] engagements

"Ouch $PYPL $FISV Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss πŸ”„ Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL https://t.co/cZr2AM0p6l Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss πŸ”„ Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL https://t.co/cZr2AM0p6l"
X Link 2026-02-05T15:10Z [----] followers, [----] engagements

"@WealthyReadings $DUOL and $TWLO are more than questionable"
X Link 2026-02-05T19:15Z [----] followers, [---] engagements

"Amazons TTM Free Casflow went from $47.7B in Q3/24 to $11.2B in Q4/25 Thats a decrease by 76.5% $AMZN"
X Link 2026-02-05T23:27Z [----] followers, [---] engagements

"Atlassian just reported Q2 Revenue of $1507656000 OCF of $177805000 FCF of $168516000 SBC of $452624000 SBC adjusted FCF Margin: -18.84% Growth means nothing if you burn all the money $TEAM Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY AI is killing software - really $TEAM Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY AI is killing software - really $TEAM"
X Link 2026-02-06T09:05Z [----] followers, [---] engagements

"Anyone who has been following me for a while knows that I was recently in London I visited the London Stock Exchange and well the building is still standing. I don't need to explain why this company is in a special position. Its competitive advantage is obvious and won't be destroyed by AI. $LSEG is one of the most obvious Buy in the market right now NFA / Keine Anlageberatung https://twitter.com/i/web/status/2019708784990474750 https://twitter.com/i/web/status/2019708784990474750"
X Link 2026-02-06T09:44Z [----] followers, 18.4K engagements

"The swing of the pendulum The shocking news has arrived. Now there is nothing positive to report. There is no bull case because everyone has given up. I'm not claiming there will be a V-shaped recovery but I know that a pendulum swings first in one direction and then in the other. Howard Marks knows this. $STLA Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The company expects a 2H25 net loss of up to 21B and a low single-digit operating margin including 1.6B in tariff costs. Most charges tie to scrapping or"
X Link 2026-02-06T12:02Z [----] followers, [---] engagements

"The results convinced investors βœ… Vitec is attempting a comeback $VITB Vitec Software drops to its lowest valuations in the past ten years $VITB https://t.co/kGHjmRqQHK Vitec Software drops to its lowest valuations in the past ten years $VITB https://t.co/kGHjmRqQHK"
X Link 2026-02-06T16:54Z [----] followers, [----] engagements

"@value_screener I would say Nemetschek Verisk and TPL are coming close. None of them is cheap measured by P/E but some are worth a look right now"
X Link 2026-02-09T12:26Z [----] followers, [--] engagements

"Monday dropped to a valuation of $4B The company has $1.5B in cash and cash equivalents and $162M in marketable securities Combined = $1.66B Longterm Liabilities are $145M so we talk about a net cash position of $1.5B 37.5% of total marketcap is net cash $MNDY Monday dot com is now trading at its lowest price ever. $MNDY https://t.co/ueS9BgyPMI Monday dot com is now trading at its lowest price ever. $MNDY https://t.co/ueS9BgyPMI"
X Link 2026-02-09T21:01Z [----] followers, [----] engagements

"@CannaInform @michaeljburry @davidein @TheLongInvest @aktien_max @alc2022 @saylor @fundstrat $PYPL πŸ’€"
X Link 2026-02-09T21:52Z [----] followers, [---] engagements

"Oscar has gained [---] million new members YoY πŸ“ˆ Revenue went up 17% YoY in Q4/25 to $2.8B Medical Loss Ratio went up to 95.4% 🚨 $OSCR https://twitter.com/i/web/status/2021183137150009624 https://twitter.com/i/web/status/2021183137150009624"
X Link 2026-02-10T11:23Z [----] followers, [----] engagements

"$FDS is trading below its Covid-19 bottom. We talk about [--] years of performance erased in [--] months"
X Link 2026-02-10T14:37Z [----] followers, [---] engagements

"Are you not entertained $TPL Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low πŸ“ˆ Now the Stock is down 50% πŸ“‰ $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested https://t.co/LDHxtK3KVf Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low πŸ“ˆ Now the Stock is down 50% πŸ“‰ $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested https://t.co/LDHxtK3KVf"
X Link 2026-02-10T16:32Z [----] followers, [----] engagements

"The funny thing is that I sold my one single share of $MSCI with a 21% gain at [-----] one week ago. And I had doubts about the sale because it's such a good company"
X Link 2026-02-10T22:11Z [----] followers, [----] engagements

"Investing today is 10x harder than when those who "beat the market" were writing their books. What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing. What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing"
X Link 2026-02-10T22:30Z [----] followers, [---] engagements

"@MarktEnjoyer Gut feeling. This has had the highest success rate so far. My brain usually makes the mistakes. For example selling $GME after a 70% return at $7 to avoid being too greedy instead of actually profiting from the world's biggest short squeeze"
X Link 2026-02-10T22:44Z [----] followers, [---] engagements

"@Hap0606 $MNDY is not on my buy list but I dont see risk if we the talk about a $2B company if it has a cash generating business and $1.5B in cash. So if the stock gets another 50% cut Im interested"
X Link 2026-02-11T11:18Z [----] followers, [--] engagements

"Just play this one $MAT This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts. https://t.co/FPqi3NqWUk This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts. https://t.co/FPqi3NqWUk"
X Link 2026-02-11T11:22Z [----] followers, [---] engagements

"Time to load up on $PATH again Disclaimer: Im long UiPath"
X Link 2026-02-11T17:39Z [----] followers, [----] engagements

"If you want to own shares of $WIX $55 looks like your entry"
X Link 2026-02-12T14:49Z [----] followers, [---] engagements

"The only thing this market environment truly demonstrates is that Buffett has been right all along And the people who once again claimed he had lost his touch are down bad on their investments"
X Link 2026-02-12T16:55Z [----] followers, [---] engagements

"@cryptolyxe The question is: How did @BillAckman know"
X Link 2026-02-13T14:56Z [----] followers, [---] engagements

"Thank you for [-----] Followers ❀"
X Link 2026-02-13T19:39Z [----] followers, [---] engagements

"Inspire Medical Systems 1Y = -72% 5Y = -73% Okay cool $INSP"
X Link 2026-02-12T11:37Z [----] followers, [---] engagements

"Great article worth a read Tank you for this @LeoNelissen Long $TPL https://t.co/PbF85vwx4m https://t.co/PbF85vwx4m"
X Link 2026-02-12T17:42Z [----] followers, [----] engagements

"Im falling in love with Pro Medicus You would think that insiders used the high valuations to cash in on their shares but the opposite is true: We talk about Insider Buys Anthony Hall and Sam Hupert the company's founders have bought some shares over the past few months even though they already own half of all the shares outstanding. $PME Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME https://t.co/JOTR4E1Y5v Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME https://t.co/JOTR4E1Y5v"
X Link 2026-02-16T07:32Z [----] followers, [---] engagements

"Today I share my analysis on Novo Nordisk $NVO with you The stock has been heavily debated lately and its understandable why: its rare for a market leader to lose 60% of its market value in just one year The Big Thread:"
X Link 2025-04-27T17:53Z [----] followers, 582.8K engagements

"Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low πŸ“ˆ Now the Stock is down 50% πŸ“‰ $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested"
X Link 2025-08-13T22:22Z [----] followers, [----] engagements

"Highest Quality Businesses on 🌎 (Not in order) Mercado Libre $MELI Fair Isaac $FICO Equifax $EFX American Express $AXP Texas Pacific Land $TPL Alphabet $GOOGL Fortinet $FTNT Novo Nordisk $NVO Copart $CPRT Constellation Software $CSU Taiwan Semi $TSM Advanced Micro $AMD Adobe $ADBE Meta Platforms $META Black Rock $BLK Visa $V ASML $ASML Nvidia $NVDA Broadcom $AVGO Palo Alto Networks $PANW Intuitive Surgical $ISRG MSCI $MSCI Moodys $MCO Apple $AAPL Mastercard $MA Arista Networks $ANET Nasdaq $NDAQ Intercontinental Exchange $ICE S&P Global $SPGI Microsoft $MSFT Cadence Design $CDNS Eli Lilly"
X Link 2025-08-24T10:21Z [----] followers, 43.8K engagements

"The return of hydrogen stocks $PLUG / $BLDP / $ITM / $NEL"
X Link 2025-10-06T08:34Z [----] followers, [----] engagements

"Fundsmith Q3/25 πŸ“‘πŸ”Ž Terry Smith sold: 100% of $MA 100% of $VRSK 56% of $META 48% of $MSFT 7.6% of $GOOGL Just to buy more $NSSC and $ZTS I have just one question: What is this guy doing"
X Link 2025-11-14T14:00Z [----] followers, [----] engagements

"Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow $NOW [--]. Nvidia $NVDA [--]. Arista Networks $ANET [--]. Palo Alto Networks $PANW [--]. Bonesupport $BONEX [--]. Advanced Micro Devices $AMD Special Pick: Copper S&P500 Price Target: I go with MS and say [-----] https://twitter.com/i/web/status/2006379309909287168 https://twitter.com/i/web/status/2006379309909287168"
X Link 2025-12-31T14:57Z [----] followers, 63.6K engagements

"Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS"
X Link 2026-01-01T16:01Z [----] followers, 51K engagements

"AI Picks and Shovels [--]. Energy producers ⚑ Data centers require gigantic amounts of electricity around the clock so companies with stable energy sources such as nuclear power or natural gas get into focus Constellation Energy $CEG Vistra Corporation $VST NextEra Energy $NEE [--]. Network technology & infrastructure πŸ”Œ The electricity needs to travel from the power plant to the data center. The existing networks are often outdated and require massive expansion. Siemens Energy $ENR GE Vernova $GEV Schneider Electric $SU [--]. Cooling & Thermal Management πŸ’¨ AI chips get extremely hot. Conventional"
X Link 2026-01-02T20:19Z [----] followers, [----] engagements

"Plus500 hits [--] per share up 200% over the last [--] years (in via TR) scoring a CAGR of 24.6% πŸ“ˆ $PLUS"
X Link 2026-01-21T20:27Z [----] followers, [---] engagements

"I remember the time when people on this platform talked about Roper Technologies like it was a super high quality company. Meanwhile 5Y Performance: -8.78% Hold on to your winners Selling your winners is the biggest mistake a investor can make All Nonsens. If a company loses its moat it loses its pricing power and therefore its growth. If it doesn't apply universally then it's not correct. And it obviously depends on the company. $ROP https://twitter.com/i/web/status/2016260915025322219 https://twitter.com/i/web/status/2016260915025322219"
X Link 2026-01-27T21:23Z [----] followers, [----] engagements

"Software Stocks that hit new all-time-lows today: [--]. $ASAN [--]. $BRZE [--]. $NCNO [--]. $FRSH [--]. $TTAN [--]. $FIG [--]. $NTSK [--]. $CRCL [--]. $SAIL [--]. $KLAR Yes [--] of them are IPOs"
X Link 2026-02-03T16:32Z [----] followers, [---] engagements

"Paycom Software is down to prices not seen since july [----] πŸ“‰ [--] Major Drawdowns [--] Emotional Roller Coaster Rides All for nothing This is called betrayal betrayal to every investor that has not started investing back in [----]. That's exactly what I've been trying to say all along: inequality of opportunity If you didn't buy Palantir or Nvidia which probably no beginner did since almost every investing book advises against it (buying the "hottest" stock) you suffered massive losses with "buy good companies and hold on to them" Yeah cool $PAYC https://twitter.com/i/web/status/2018729653276496068"
X Link 2026-02-03T16:53Z [----] followers, [---] engagements

"Impressive Portfolio Update Yacktman Asset Management Q4 is out πŸ”Ž Donald Yacktman was mainly a seller of equitys but we see some very interesting buys here: [--]. $SPY Broad US-Market [--]. $CPRT Copart [--]. $VRSK Verisk Analytics [--]. $FICO Fair Issac [--]. $EWY South Korea Some high quality adds I think https://twitter.com/i/web/status/2018998688169775354 https://twitter.com/i/web/status/2018998688169775354"
X Link 2026-02-04T10:42Z [----] followers, [---] engagements

"15 Tickers that Mr. Market is mispricing [--]. $S [--]. $ZS [--]. $NVO [--]. $AMD [--]. $PATH [--]. $RACE [--]. $TPL [--]. $ADBE [--]. $VRSK [--]. $TW [--]. $FICO [--]. $PANW [--]. $NOW [--]. $CRM [--]. $CSU"
X Link 2026-02-04T20:30Z [----] followers, [---] engagements

"This is what it looks like to be an IPO Investor Only $RDDT and $CRWV were great investments. We talk about [--] out of 10"
X Link 2026-02-06T08:33Z [----] followers, [----] engagements

"I think $RDDT $PLTR $NOW $NEM.DE $VRSN Are a Buy here"
X Link 2026-02-06T16:29Z [----] followers, [---] engagements

"GoDaddy is a beautiful business Free Cashflow went up by 28.5% on average for more than a decade and the FCF-Margin is improving year-by-year $GDDY"
X Link 2026-02-07T23:05Z [----] followers, [---] engagements

"Tyler Technologies combines two factors: mission-critical data in a niche. It is therefore probabaly of the last companies to become obsolete due to AI And the stock trades at historically low valuations $TYL"
X Link 2026-02-08T14:46Z [----] followers, [---] engagements

"You are looking for companies with low SBC/Revenue and high SBC adjusted FCF-Margins I got you Here are some high quality names: [--]. $KNSL [--]. $PLUS.LN [--]. $FICO [--]. $ASML [--]. $BKNG [--]. $NEM.DE [--]. $VRSK [--]. $TPL Real Cashflow πŸ’° Real Return for Shareholders"
X Link 2026-02-08T17:34Z [----] followers, [----] engagements

"Wolters Kluwer is now close its biggest drawdown in the companys [--] years of beeing listed as a public company πŸ“‰ This one of the biggest overreactions I have ssen so far LLMs wont make this company obsolet. There are paywalls anyway. $WKL needs to be on your watchlist Volume POC βœ… $WKL https://t.co/QImmQTiAtN Volume POC βœ… $WKL https://t.co/QImmQTiAtN"
X Link 2026-02-09T15:58Z [----] followers, [----] engagements

"@michaeljburry got nuked with $MOH @davidein got nuked with $KD @TheLongInvest got nuked with $HIMS @aktien_max got nuked with $HIMS @alc2022 got nuked with $DUOL @saylor got nuked with $BTC @fundstrat got nuked with $ETH Wild Times"
X Link 2026-02-09T21:42Z [----] followers, [---] engagements

"Blood in the Streets S&P Global's disappointing outlook is dragging down other stocks in the sector such as Moody's and Verisk πŸ“‰ $SPGI $MCO $VRSK"
X Link 2026-02-10T14:31Z [----] followers, [----] engagements

"Look who got caught by the MAs The stock is up 6% on the TSE and 8% on Trade Republic today Timing on point (so far) $CCOEY http://9697.JP I did it I took advantage of the strong price increase of Plus500 over the past few weeks and just sold a small portion of my shares at a profit of 185% βœ… I used the money to establish an initial position in Capcom: [--] Shares I expect Requiem to be a success. As a fan of https://t.co/U0sKal3jDU http://9697.JP I did it I took advantage of the strong price increase of Plus500 over the past few weeks and just sold a small portion of my shares at a profit of"
X Link 2026-02-10T16:25Z [----] followers, [---] engagements

"Grab is guiding for a 20% CAGR in terms of Revenue over the next [--] years $GRAB"
X Link 2026-02-11T23:49Z [----] followers, [----] engagements

"Ultra high Margins Super high Net Cash Low SBC to Revenue Low Capex to Revenue 5Y Stock Performance: -50% $ADYEN"
X Link 2026-02-12T09:11Z [----] followers, [---] engagements

"Pro Medicus HJ Results πŸ”Ž Revenue = $128937000 Gross Profit = $128774000 Net Income =$171223000 The "4D Medical" Effect: This increase in net income mainly results from an unrealized gain of $149.1M from the investment in the company 4D Medical $4DX Adjusted pre-tax profit which excludes these fair value changes rose by 29.7% to $90.6M (still strong) Operating Income grew faster than revenues (29.7% vs. 28.4%) indicating a further improvement of the already very high margins βœ…The company remains completely debt-free βœ…Cash Reserves rose to $118.3M βœ…Dividend hike by 28% to [--] cents per share"
X Link 2026-02-12T14:25Z [----] followers, [---] engagements

"PayPal Buyback Yield is 16% now $PYPL"
X Link 2026-02-12T16:04Z [----] followers, 43.2K engagements

"I've made some changes to my monthly savings plans. Here's an overview: I halved my savings rate at Verisk and created a savings plan on Constellation. New 25/M in $MSFT 25/M in $CSU I still find long-term US bonds attractive which is why I also invest in the german equivalent of the $TLT ETF. https://twitter.com/i/web/status/2022030061558239482 https://twitter.com/i/web/status/2022030061558239482"
X Link 2026-02-12T19:28Z [----] followers, [---] engagements

"Arista Networks Q4/25 Earnings πŸ”Ž Non GAAP EPS: $0.82 vs $0.76 βœ… Revenue: $2.49B vs $2.38B βœ… Revenue was up 28.9% in Q4 and 28.6% in FY25 compared to fiscal year [----] πŸ“ˆ GAAP Gross Margin: 62.9% GAAP Net Income: $955.8M Free Cashflow for the FY was $4.25B with SBC of $439M (10%) and Buybacks of $1.6B $ANET is up 15% AH https://twitter.com/i/web/status/2022083000083566892 https://twitter.com/i/web/status/2022083000083566892"
X Link 2026-02-12T22:58Z [----] followers, [---] engagements

"@GeorgeOomm32323 She did with $GOOG"
X Link 2026-02-14T11:51Z [----] followers, [--] engagements

""The Magnum Ice Cream Company" is now an independent company. It was founded in [----] as a spin-off from Unilever. That was new to me These brands belong to the company now 🍦 Magnum Cornetto Ben & Jerrys Carte dOr Langnese Nogger Viennetta $MICC $UL"
X Link 2026-01-15T10:59Z [----] followers, [---] engagements

"Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I hope the stock falls below the SMA200 $PME https://twitter.com/i/web/status/2013341330840158257 https://twitter.com/i/web/status/2013341330840158257"
X Link 2026-01-19T20:02Z [----] followers, [----] engagements

"5 High Moat Stocks with major Drawdowns from their all-time-high 🏰 [--]. $VRSK -33.60% [--]. $FICO -38.40% [--]. $SAP -39.80% [--]. $TPL -41.80% [--]. $RACE -43.00%"
X Link 2026-01-30T16:57Z [----] followers, [---] engagements

"Caterpillar Fwd P/E is [--] now Weekly RSI [--] the stock is overbought Volume still looks good but please no matter what you do think or hope prepare to take at least some profits or set a trailing stop loss here. The stock allready doubled $CAT"
X Link 2026-02-11T15:14Z [----] followers, [---] engagements

"Volume POC βœ… $WKL Wolters is now down 55% from its all-time-high The stock went from $181 to $81 in less than one year aiming at the Volume PoC. Simply brutal $WKL https://t.co/xjEWNcy5RL Wolters is now down 55% from its all-time-high The stock went from $181 to $81 in less than one year aiming at the Volume PoC. Simply brutal $WKL https://t.co/xjEWNcy5RL"
X Link 2026-02-03T16:43Z [----] followers, [----] engagements

"Some companies make real money others just pretend to $VRSK FCF-Margin is almost identical with the SBC-adjusted FCF-Margin βœ… $ADBE and $DUOL also look good $RBRK $TEAM and $SNOW are only profitable because of stock based compensation "A wolf in sheep's clothing" https://twitter.com/i/web/status/2020162739016982770 https://twitter.com/i/web/status/2020162739016982770"
X Link 2026-02-07T15:48Z [----] followers, [----] engagements

"I just realised that Figma had more stock-based compensation that actual revenue in the first nine months of [----] Revenue = $752M Stock-based compensation = $1.14B I understand why the stock is down 85% $FIG"
X Link 2026-02-07T18:25Z [----] followers, [----] engagements

"Novo Nordisk is asking the court to permanently ban Hims from selling unapproved compounded drugs $NVO $HIMS #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"
X Link 2026-02-09T12:09Z [----] followers, [----] engagements

"Even the best dont always win Coupang and Docusign are among the top [--] positions in Stanley Druckenmiller's portfolio. The stocks have been brutally sold off for some time now. $CPNG $DOCU"
X Link 2026-02-11T15:29Z [----] followers, [----] engagements

"Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I hope the stock falls below the https://t.co/BtOqwXM4M2 Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I"
X Link 2026-02-11T23:26Z [----] followers, [----] engagements

"So what can we learn When a stock comes into investors' focus and its price 5x within a year nothing else matters anymore. Good prospects high margins high ROIC . Doesn't matter you have to sell Yes the stock could double again or you could lose 70% $EVO"
X Link 2026-02-13T10:46Z [----] followers, [----] engagements

""Multiple compression" visualised The once highly celebrated australian tech champions are also victims to the software sell-off It's like a boomerang. They allways come back πŸͺƒ $PME $WTC"
X Link 2026-02-13T14:25Z [----] followers, [---] engagements

"Many software stocks have lost 30% to 40% of their value in the last month. Texas Pacific Land has gained that same amount in value πŸ“ˆ Capital rotates $TPL"
X Link 2026-02-13T16:42Z [----] followers, [----] engagements

"Renaissance Technologies Portfolio Changes They have bought [--]. 5221% more Costco $COST [--]. 424% more Chevron $CVX [--]. 339% more T-mobile $TMUS [--]. 272% more P&G $PG [--]. 221% more Tesla $TSLA [--]. 164% more Netflix $NFLX [--]. 151% more Micron $MU [--]. 142% more AMD $AMD [--]. 72% more Robinhood $HOOD [--]. 45% more Sandisk $SNDK They have sold [--]. 68% of Applovin $APP [--]. 52% of GE Vernova $GE [--]. 49% of Gilead $GILD [--]. 48% of Microsoft $MSFT [--]. 32% of DoorDash $DASH [--]. 32% of Sprouts $SFM [--]. 24% of Adobe $ADBE [--]. 23% of Zoom $ZM [--]. 16% of Reddit $RDDT [--]. 13% of TSM $TSMC"
X Link 2026-02-14T07:59Z [----] followers, [----] engagements

"Cathie Wood and ARK Investment are down 30% on $ROKU 30.3% on $DASH 44.9% on $BLSH 50% on $DKNG 50.3% on $BMNR 53.5% on $XYZ 60.3% on $TTD 61.2% on $TXG 61.9% on $RXRX 62.4% on $CRCL 65% on $NTLA 74% on $PD 82.4% on $PACB"
X Link 2026-02-14T08:11Z [----] followers, [----] engagements

"So many Investors have jumped on Amazon it's almost impossible not to be bullish by now Seth Klarman: Baupost Group "New Buy" / 9.28% of Portfolio at $225 Nehal Chopra: Ratan Capital "Add" by 166% / 9.4% of Portfolio at $202 George Soros: Soros Fund Management "Add" by 6% / 7.3% (Top Position) at $211 $AMZN https://twitter.com/i/web/status/2022590614949265417 https://twitter.com/i/web/status/2022590614949265417"
X Link 2026-02-14T08:35Z [----] followers, [---] engagements

"Some companies make money others just pretend to Top Tier [--]. $MSCI [--]. $ADBE [--]. $PLTR Yes $PYPL has low margins but when you adjust for SBC the margin is still higher than that of many hyped software companies. Unfortunately $S spends 25% of its revenue on SBC Made with http://draw.io http://draw.io"
X Link 2026-02-14T20:01Z [----] followers, [----] engagements

"In the current Morningstar Equity Analyst Report dated February [--] the expected FCF for Fortinet in [----] is projected to be $3.6B implying a CAGR of 20% over the next five years. Fair Value = $108 / Score: Undervalued $FTNT"
X Link 2026-02-15T12:32Z [----] followers, [---] engagements

"Mohnish Pabrais latest Portfolio He sold out of Noble Corp and reduced Valaris by 56.9%. Transocean is now his second biggest position $HCC $RIG $AMR"
X Link 2026-02-15T13:02Z [----] followers, [----] engagements

"Imagine losing half of your stake on your biggest position just because today's generation is so financially disadvantaged that prediction markets are booming with people betting on all sorts of things. Just Imagine . $FLUT"
X Link 2026-02-15T17:24Z [----] followers, [---] engagements

"If you analyze all the [---] Super Investor Portfolios listed on @fiscal_ai you get the following insights: [--]. Together they manage [---] trillion dollars. That's about 2.5% of the entire U.S. stock market value [--]. Berkshire is held mostly as the largest position. Seven out of [---] Super Investors hold $BRKb / $BRKa as their largest position [--]. A lot of Super Investors bought heavily into $AMZN Its now the top position of [--] Super Investor Portfolios [--]. Four out of [---] Super Investors hold the $SPY ETF as their largest position (Bridgewater/Gotham/Point72/Moore)"
X Link 2026-02-15T17:58Z [----] followers, [---] engagements

"Metaplanet's unrealized losses on their Bitcoin Investment now represent 51% of its total market capitalization🚨🚩 $MTPLF http://3350.JP Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF https://t.co/aRBWincc8L http://3350.JP Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF https://t.co/aRBWincc8L"
X Link 2026-02-16T03:32Z [----] followers, [----] engagements

"@HighyieldHarry Buying $NVDA CDS is like betting Jesus is coming back on Polymarket"
X Link 2026-02-16T04:27Z [----] followers, [---] engagements

"@SJosephBurns How does Bill fit into Team 4"
X Link 2026-02-16T11:50Z [----] followers, [---] engagements

"Guy Spier is closing his fund to external investors for health reasons returning the outside capital and moving to a family office. I personally hope he is on the road to recovery He is and will remain a role model for me. Thank you for your thoughts Oh shit https://t.co/RXOcOon3uB Oh shit https://t.co/RXOcOon3uB"
X Link 2026-02-16T09:45Z [----] followers, [----] engagements

"Im falling in love with Pro Medicus You would think that insiders used the high valuations to cash in on their shares but the opposite is true: We talk about Insider Buys Anthony Hall and Sam Hupert the company's founders have bought some shares over the past few months even though they already own half of all the shares outstanding. $PME Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME https://t.co/JOTR4E1Y5v Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME https://t.co/JOTR4E1Y5v"
X Link 2026-02-16T07:32Z [----] followers, [---] engagements

"Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I hope the stock falls below the https://t.co/BtOqwXM4M2 Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I"
X Link 2026-02-11T23:26Z [----] followers, [----] engagements

"Metaplanet's unrealized losses on their Bitcoin Investment now represent 51% of its total market capitalization🚨🚩 $MTPLF http://3350.JP Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF https://t.co/aRBWincc8L http://3350.JP Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF https://t.co/aRBWincc8L"
X Link 2026-02-16T03:32Z [----] followers, [----] engagements

"Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF"
X Link 2026-01-31T19:54Z [----] followers, [----] engagements

"Copper could enter a supercycle The time from discovery to production has increased from [--] years to [--] years over the past [--] years All while demand is skyrocketing due to AI"
X Link 2026-02-15T11:59Z 31.3K followers, 11.1K engagements

"If you analyze all the [---] Super Investor Portfolios listed on @fiscal_ai you get the following insights: [--]. Together they manage [---] trillion dollars. That's about 2.5% of the entire U.S. stock market value [--]. Berkshire is held mostly as the largest position. Seven out of [---] Super Investors hold $BRKb / $BRKa as their largest position [--]. A lot of Super Investors bought heavily into $AMZN Its now the top position of [--] Super Investor Portfolios [--]. Four out of [---] Super Investors hold the $SPY ETF as their largest position (Bridgewater/Gotham/Point72/Moore)"
X Link 2026-02-15T17:58Z [----] followers, [---] engagements

"Imagine losing half of your stake on your biggest position just because today's generation is so financially disadvantaged that prediction markets are booming with people betting on all sorts of things. Just Imagine . $FLUT"
X Link 2026-02-15T17:24Z [----] followers, [---] engagements

"Mohnish Pabrais latest Portfolio He sold out of Noble Corp and reduced Valaris by 56.9%. Transocean is now his second biggest position $HCC $RIG $AMR"
X Link 2026-02-15T13:02Z [----] followers, [----] engagements

"In the current Morningstar Equity Analyst Report dated February [--] the expected FCF for Fortinet in [----] is projected to be $3.6B implying a CAGR of 20% over the next five years. Fair Value = $108 / Score: Undervalued $FTNT"
X Link 2026-02-15T12:32Z [----] followers, [---] engagements

"Some companies make money others just pretend to Top Tier [--]. $MSCI [--]. $ADBE [--]. $PLTR Yes $PYPL has low margins but when you adjust for SBC the margin is still higher than that of many hyped software companies. Unfortunately $S spends 25% of its revenue on SBC Made with http://draw.io http://draw.io"
X Link 2026-02-14T20:01Z [----] followers, [----] engagements

"So many Investors have jumped on Amazon it's almost impossible not to be bullish by now Seth Klarman: Baupost Group "New Buy" / 9.28% of Portfolio at $225 Nehal Chopra: Ratan Capital "Add" by 166% / 9.4% of Portfolio at $202 George Soros: Soros Fund Management "Add" by 6% / 7.3% (Top Position) at $211 $AMZN https://twitter.com/i/web/status/2022590614949265417 https://twitter.com/i/web/status/2022590614949265417"
X Link 2026-02-14T08:35Z [----] followers, [---] engagements

"Cathie Wood and ARK Investment are down 30% on $ROKU 30.3% on $DASH 44.9% on $BLSH 50% on $DKNG 50.3% on $BMNR 53.5% on $XYZ 60.3% on $TTD 61.2% on $TXG 61.9% on $RXRX 62.4% on $CRCL 65% on $NTLA 74% on $PD 82.4% on $PACB"
X Link 2026-02-14T08:11Z [----] followers, [----] engagements

"Renaissance Technologies Portfolio Changes They have bought [--]. 5221% more Costco $COST [--]. 424% more Chevron $CVX [--]. 339% more T-mobile $TMUS [--]. 272% more P&G $PG [--]. 221% more Tesla $TSLA [--]. 164% more Netflix $NFLX [--]. 151% more Micron $MU [--]. 142% more AMD $AMD [--]. 72% more Robinhood $HOOD [--]. 45% more Sandisk $SNDK They have sold [--]. 68% of Applovin $APP [--]. 52% of GE Vernova $GE [--]. 49% of Gilead $GILD [--]. 48% of Microsoft $MSFT [--]. 32% of DoorDash $DASH [--]. 32% of Sprouts $SFM [--]. 24% of Adobe $ADBE [--]. 23% of Zoom $ZM [--]. 16% of Reddit $RDDT [--]. 13% of TSM $TSMC"
X Link 2026-02-14T07:59Z [----] followers, [----] engagements

"Thank you for [-----] Followers ❀"
X Link 2026-02-13T19:39Z [----] followers, [---] engagements

"Many software stocks have lost 30% to 40% of their value in the last month. Texas Pacific Land has gained that same amount in value πŸ“ˆ Capital rotates $TPL"
X Link 2026-02-13T16:42Z [----] followers, [----] engagements

""Multiple compression" visualised The once highly celebrated australian tech champions are also victims to the software sell-off It's like a boomerang. They allways come back πŸͺƒ $PME $WTC"
X Link 2026-02-13T14:25Z [----] followers, [---] engagements

"So what can we learn When a stock comes into investors' focus and its price 5x within a year nothing else matters anymore. Good prospects high margins high ROIC . Doesn't matter you have to sell Yes the stock could double again or you could lose 70% $EVO"
X Link 2026-02-13T10:46Z [----] followers, [----] engagements

"$EVO Q3/25 🎰 Evolution misses market expectations but maintains its annual forecast. Net revenues decreased by 2.4% to 507M They spent 187M on share Buybacks βœ… As expected Evolution is a No Buy The stock is down 10% today πŸ“‰ $EVO is still no Buy for me. https://t.co/unUMaBwcAf $EVO is still no Buy for me. https://t.co/unUMaBwcAf"
X Link 2025-10-23T07:21Z [----] followers, [----] engagements

"Arista Networks Q4/25 Earnings πŸ”Ž Non GAAP EPS: $0.82 vs $0.76 βœ… Revenue: $2.49B vs $2.38B βœ… Revenue was up 28.9% in Q4 and 28.6% in FY25 compared to fiscal year [----] πŸ“ˆ GAAP Gross Margin: 62.9% GAAP Net Income: $955.8M Free Cashflow for the FY was $4.25B with SBC of $439M (10%) and Buybacks of $1.6B $ANET is up 15% AH https://twitter.com/i/web/status/2022083000083566892 https://twitter.com/i/web/status/2022083000083566892"
X Link 2026-02-12T22:58Z [----] followers, [---] engagements

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