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SwissTransparentPortfolio posts on X about $tsmc, asml, $asml, infra the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks technology brands finance cryptocurrencies
Social topic influence $tsmc, asml, $asml, infra, $googl, portfolio update, deep dive, $8b, ads, cash flow
Top assets mentioned Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) West Pharmaceutical Services Inc. (WST) Hims & Hers Health, Inc. (HIMS) IES Holdings, Inc. Common Stock (IESC) S&P Global Inc (SPGI) Duolingo, Inc. Class A Common Stock (DUOL) Circle Internet Group, Inc. (CRCL) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Applied Materials, Inc. (AMAT) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Cadence Design Systems Inc (CDNS) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"Love him with those glasses πΆπ₯ OpenAI now using Google Cloud for ChatGPT in several countries. Even Sams hedging his infra. π $GOOGL with a second piece of good news in a row. π€£" @SwissTPortfolio on X 2025-07-17 08:06:43 UTC XXX followers, XXX engagements
"At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. π«Άπ€£ Stock up +1% on rebalancing flows. Earnings next week. π Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-17 07:29:11 UTC XXX followers, XXX engagements
"Dont miss the chance to explore how our past ideas have performed (as of July XX before market open): π $HIMS +100% since deep dive (13.1) $IESC +40% (9.2) $PSIX +164% (5.3) $SPGI +8% (14.3) $DUOL -X% (1.5) $WST +7% (22.5) SGX: $BBW +0% (9.6) SWX: $SQN +12% (26.6) $TFG.AS +6% (10.7) Dont miss either the Special Early Members Discount for Life you will find in my bio (portfolio update post). Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-18 07:06:53 UTC XXX followers, XXX engagements
"$NFLX delivered a very solid Q2. EPS and revenue beat. $2.2B in free cash flow. Q3 revenue guidance hiked to +17.3%. No sub count just continued growth in members. The engines running strong easy hold. Read it. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-17 20:21:21 UTC XXX followers, XXX engagements
"$ASML posted a robust beat: 7.7B rev XXX EPS. But the market got distracted by tariff noise and 2026 fog. Meanwhile ASML is busy: β
Buying back shares β
Scaling installed base + tech β
Guiding +15% rev growth for FY25 β
Fouquet: 4460B sales by 2030 Zoom out. π and Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-16 11:14:47 UTC XXX followers, XXX engagements
"The $TFG deep dive is live. Link in bio to read it for free. Want exposure to the next crypto hysteria without touching a token Just look at what happened with $CRCL. Might be worth putting this one on your radar π Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-10 11:30:58 UTC XXX followers, XXX engagements
"The AI chip market going from $94B to $927B by 2034 Seems a XXXX% CAGR dream. Im not that sure tough to call that far out. But the next 12-24 months look like a much safer bet. The good part Earnings season will show us more. $ASML $TSMC π Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-14 09:29:05 UTC XXX followers, XXX engagements
"Bitcoin just hit $118000. Is this how the next crypto hysteria starts Looking for exposure without touching a token Dont miss our $TFG/Ripple thesis. Swiss Portfolio update drops later today π Take advantage of the limited-time offer in todays portfolio update to join as a member and unlock full access to: β
Swiss Portfolio positions + monthly allocation updates β
At least X high-conviction deep dive every month β
Downloadable financial models to follow and stress-test each thesis β
Live idea tracking once they spike plus an S&P tracking template β
Exclusive Swiss-based insights on investing" @SwissTPortfolio on X 2025-07-13 09:40:51 UTC XXX followers, XXX engagements
"$ASML reports before the market opens tomorrow. Monopoly power AI tailwinds buybacks and a stock that just woke up. We broke it all down: narrative numbers risks. Read the Q2 earnings preview now for free. The first big call of the season alongside $TSMC. π Link in bio. Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-15 05:43:04 UTC XXX followers, 1442 engagements
"$NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x since Ackman sold. Read the Q2 earnings preview now for free. Might be the most watched call this season. π Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-16 14:20:26 UTC XXX followers, XXX engagements