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Timeless Compounders posts on X about china, $otis, $spgi, $knyjf the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% finance XXXX%
Social topic influence china 4.26%, $otis #6, $spgi #14, $knyjf #1, $shlaf #1, $vrt #53, $efx 2.13%, $fico 2.13%, $msci 2.13%, $asml #139
Top accounts mentioned or mentioned by @fiscoraoriginal @durablecreators @beantownstonks @grok @wtcm3 @tripdawg @itschrisray @benifch @ikkenospes @investedinyou @invesquotes @davebencko @halftimereport @terminalg0 @aresearchguy @monsieurhodl4 @deitaone @ssgy12356 @nickenumbers @blessedcharts
Top assets mentioned Otis Worldwide Corp (OTIS) S&P Global Inc (SPGI) Vertiv Holdings Co (VRT) Effect.AI (EFX) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Eagle Materials, Inc. (EXP) Martin Marietta Materials, Inc. (MLM) Vulcan Materials Company (VMC) Cemex S.A.B. de C.V. (CX) Carnomaly (CARR) CRH Public Limited Company (CRH) Factset Research Systems, Inc. (FDS) Honeywell International Inc (HON) Heroes of NFT (HON) Electroneum (ETN)
Top posts by engagements in the last XX hours
"$Otis - worried about the XX% drop in new equipment orders in China πDont be not if you understand what really matters in the elevator industry. A Q2 deep dive on Otis vs. $KNYJF (Kone) vs. $SHLAF (Schindler) and why Otis still stands tall: π§΅"
X Link @TimelessCpnd 2025-07-27T18:12Z XXX followers, 1946 engagements
"AI just split the cooling business into two lanes: Macro vs. Micro. The Macro-Cooling: Carrier $CARR build the massive chillers outside to deliver the cold water. The Micro-Cooling crew: Vertiv $VRT and Schneider $SU.PA get that water inside the rack and up to the hot chips"
X Link @TimelessCpnd 2025-10-12T14:15Z XXX followers, XXX engagements
"The game changed from just the score to the data. π§ EQUIFAX $EFX is bundling FREE proprietary income/employment data (The Work Number) with a cheaper VantageScore XXX to challenge $FICO Lenders are getting a fuller file not just a number"
X Link @TimelessCpnd 2025-10-09T06:47Z XXX followers, XXX engagements
"@DaveBencko $SPGI is closer to factset than $MSCI but both hit more or less hard"
X Link @TimelessCpnd 2025-09-18T18:30Z XXX followers, XXX engagements
"@terminalG0 @aresearchguy I don't know where this comes from but in service they are growing all metrics. Where it is a bit challenging is the new equipment and yet $otis typically pursue only NE markets where there a fait chance they will also get the service afterward. Curious to hear your sources"
X Link @TimelessCpnd 2025-09-02T21:13Z XXX followers, XXX engagements
"$ASML reporting on what we flagged as key areas: AI logic demand steady. But early recovery signs in DRAM/NAND memory customers are finally re-ordering. Thats big: if memory capex is turning the next leg of the AI buildout moves from compute to capacity (HBM DDR5 storage)"
X Link @TimelessCpnd 2025-10-15T06:34Z XXX followers, XXX engagements
"Even with $FICO going direct on mortgage scores bureaus like $EFX still matter β
π Lenders need full credit files not just scores π Workflow + compliance integration π Bundled fraud income & ID verification πΌ One-stop shop = less friction"
X Link @TimelessCpnd 2025-10-02T17:14Z XXX followers, XXX engagements
"Eagle materials $EXP acquisition of Bullskin $152.5M delivered essentially most of Eagles Q1 aggregates growth: XXX% volume increase XX% price/ton rise. Full review of the results πππ₯ $MLM $VMC $CX"
X Link @TimelessCpnd 2025-07-29T14:46Z XXX followers, XXX engagements
"@DurableCreators Dev kantesariq in one podcast mentions this and takes precisely the $SPGI exemple to explain how some companies just deteriorate the overall quality of the business instead of staying focused"
X Link @TimelessCpnd 2025-10-15T19:48Z XXX followers, XXX engagements
"$crh reported Q2 2025 results: πΈRevenue +6% EBITDA +9% πΈStrong growth in international markets πΈ19 acquisitions YTD πΈDebt rising but balance sheet still healthy Very solid quarter π― $VMC $MLM $HOLN.SW $HEI.DE $CX $EXP $BZU.MI"
X Link @TimelessCpnd 2025-08-07T01:13Z XXX followers, XXX engagements
"$ASML earnings - what to watch: EUV shipments: any Q/Q uptick = foundries ramping next-gen nodes (bullish $TSM $INTC). Backlog: flat = digestion rising = next capex wave here. China exposure & export limits Guidance: margin XX% & stable orders = cycle bottom is in"
X Link @TimelessCpnd 2025-10-14T22:16Z XXX followers, XXX engagements
"People wonder why $SPGI $MSCI are down with $FDS Because theyre not just indices and/or ratingtheyre also massive data & analytics players. ππΎ"
X Link @TimelessCpnd 2025-09-18T22:21Z XXX followers, XXX engagements
"β I fail to understand how you can reach such a conclusion especially with respect to Schindler vs Otis if you have properly compared Q2 results of the X main elevator players $otis $KNEBV $SCHP π My full review of the Q2 results on link below π"
X Link @TimelessCpnd 2025-07-28T08:49Z XXX followers, 1330 engagements
"Aside from the upcoming spin-off play Honeywell $HON holds a major stake in Quantinuum now valued at $10B after a $600M raise. Thats one of the cleanest public routes into quantum computing π₯ Are you an owner and why"
X Link @TimelessCpnd 2025-10-13T18:24Z XXX followers, XXX engagements
"Eaton's revenue mix (17% Data Centers & Distributed IT) shows it's not a pure-play like Vertiv. But $ETN has a beautifully diversified and balanced profile across Utilities Aerospace Commercial Industrial and more. β‘βπ π $VRT"
X Link @TimelessCpnd 2025-10-11T20:43Z XXX followers, XXX engagements