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@VivekChirps Avatar @VivekChirps Vivek S

Vivek S posts on X about $meli, $googl, $amzn, amzn the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XX% technology brands XX% finance XX% cryptocurrencies X% vc firms X% countries X% automotive brands X%

Social topic influence $meli #71, $googl 12%, $amzn #731, amzn 12%, $meta #656, meta 12%, $shop #452, $ttd 8%, investment 8%, asml #80

Top accounts mentioned or mentioned by @amitisinvesting @gsr0777 @ftrinvestors @patrickmoorhead @fromvalue @ewhispers @gauravphoenix @jdonovan42

Top assets mentioned MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Shopify Inc (SHOP) Trade Desk, Inc. (TTD) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) IBM (IBM) Heroes of NFT (HON) Meta Platforms, Inc. (META) Alibaba Group (BABA) TAL Education Group (TAL) Vipshop Holdings Limited (VIPS) Yum China Holdings, Inc. Common Stock (YUMC) Lennox International, Inc. (LII) Berkshire Hathaway Inc Class B (BRK.B) Uber Technologies, Inc. (UBER) Palantir (PLTR) Arista Networks Inc (ANET) Airbnb Inc (ABNB) Pinterest, Inc. (PINS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Change in thesis on Trade Desk ( $TTD ) from bullish to neutral Yesterday I spent some time understanding the recent biggest threat to Trade Desk i.e. Amazon DSP business segment. With recent deal with Netflix Amazon DSP is now a formidable competitor to $TTD. Attached is a quick overview of Amazon's Ad business and how it is competing against $TTD. In light of this new competitive threat I am changing my thesis from bullish to neutral. Means keep the position size small. However I am not selling the current position. Will hold and watch how $TTD perform against this threat. Meantime continue"
X Link @VivekChirps 2025-09-16T18:52Z 1944 followers, 3290 engagements

"The recent bankruptcy filing from First Brands is a warning sign that private credit is the sub-prime of this era Off balance sheet arrangements undisclosed fee and lending by investment banks peddling the debt to fund managers reminds me of Enron and 2008 crisis. Not touching it with XXX ft pole"
X Link @VivekChirps 2025-10-22T02:15Z 1945 followers, XXX engagements

"@amitisinvesting If US govt has to secure Quantum Computing for national security I'd rather have them take stakes in $GOOGL $IBM or $HON who have made significant strides in Quantum Computing and not these speculative companies"
X Link @VivekChirps 2025-10-23T18:20Z 1945 followers, XXX engagements

"Just got my hands on the Mid Year LLM report from Menlo Ventures and will be reading today but a quick glance at a chart caught my attention. If this is Andy Jassy's secret play one can't be bullish enough on Amazon ( $AMZN ) at the current valuation"
X Link @VivekChirps 2025-10-26T14:22Z 1945 followers, XXX engagements

"Didn't realize that I forgot to post a quick review of the book. Better late than never 😀. Here we go. The book "Focus-The ASML Way" details the companys meteoric rise from a quiet town in the Netherlands to a powerful global monopoly position using the unbelievably complex technology. ASMLs EUV / HighNA lithography machines spit out millions of chips around the clock has no competitor (yet) and is needed to make the the most advanced chips that the world needs. I dont know whether it will be chips from Nvidia or Google or AMD or Amazon or Microsoft or Intel which will eventually win the AI"
X Link @VivekChirps 2025-10-26T18:10Z 1946 followers, XXX engagements

"General wisdom is that bond market investors are smarter than stock market investors. While equity investors 🤮on $META after earnings bond market is bullish on it. Meta Platforms tapped bond market to raise $25B and it has been oversubscribed 5x. Clearly bond market knows something that equity market is missing"
X Link @VivekChirps 2025-10-30T16:48Z 1944 followers, XXX engagements

"When questioned by analyst about investments that are impacting margin. "We are not managing the business for short-term margin. We are managing for long-term value creation" said CFO of $MELI. These words are music to my ears"
X Link @VivekChirps 2025-10-31T20:35Z 1944 followers, XXX engagements

"Bloomberg has now reported that affluent investors are using a "novel" option strategy. We talked about it months ago. Link in first response"
X Link @VivekChirps 2025-11-01T03:39Z 1945 followers, XXX engagements

"Link to Bloomberg article :"
X Link @VivekChirps 2025-11-01T03:39Z 1945 followers, XXX engagements

"@amitisinvesting At some point during the interview Sam kinda hinted on possibly $100B revenue 🤯"
X Link @VivekChirps 2025-11-02T03:23Z 1945 followers, 1012 engagements

"@FromValue $MELI is my biggest single stock and 2nd biggest holding behind $SPY. I will still add to it on market overreactions"
X Link @VivekChirps 2025-11-02T03:25Z 1946 followers, XXX engagements

"Continuing our exploration of 13-F filings from XX fund managers here's the next theme. Theme : Investment in Chinese ADRs by XX fund managers Scope : $BABA $BEKE $BIDU $BILI $BYDDF $FUTU $FXI $GDS $JD $KWEB $LI $MNSO $NIO $NTES $PDD $PONY $TAL $TME $VIPS $XPENG $YUMC 💵Total Amount Invested : $9.4B Leaderboard based on dollar value 🥇 $PDD - $6.13B 🥈 $BABA - $1.55B 🥉 $TME - $748M Clearly $PDD has gotten the most love from fund managers. More than half of $PDD is coming from Baillie Gifford who has $3.60B in $PDD I don't own PDD so need to look into what Ballie Gifford's thesis is. Fund"
X Link @VivekChirps 2025-08-25T17:56Z 1948 followers, 4558 engagements

"Looking at MercadoLibre ( $MELI ) business metrics I am amazed how this juggernaut keeps on posting these ridiculous growth numbers The Fintech business is a beast 🚀🚀🚀 Quarter Summary : Business Metrics 🟢 GMV XXXX% to 16.54B 🟢 Commerce Take Rate XXX % to XXXXX% 🟢 TPV XXXX% to 71.22B 🚀 🟢 TPN XXXX% to 4.01B 🚀 🟢 Credit Portfolio XXXX% to 11.02B 🤯🤯 🟢 Items Sold XXXX% to 635.2M 🟢 Unique Marketplace Buyers XXXX% to 76.8M 🚀 🟢 Unique Fintech Active Users XXXX% to 72.2M 🟢 Asset Under Management - Fondo XXXX% to 15.07B 🟡 NIMAL (Net Interest Margin After Losses) -XXX % to 21%"
X Link @VivekChirps 2025-10-29T21:18Z 1948 followers, 4194 engagements

"End of Oct 2025 Portfolio Pizza Top XX slices X. $SPY -- XXXXX% X. $MELI -- XXXX% X. $GOOGL -- XXXX% X. $SCHD -- XXXX% X. $META -- XXXX% X. $QQQ -- XXXX% X. $MSFT -- XXXX% X. $AAPL -- XXXX% X. CASH -- XXXX% XX. $SHOP -- XXXX% XX. $NVDA -- XXXX% XX. $AMZN -- XXXX% XX. $ASML -- XXXX% XX. $BRKB -- XXXX% XX. $IWM -- 2.07%"
X Link @VivekChirps 2025-11-01T01:56Z 1947 followers, 1005 engagements

"Busy earnings week. Will be publishing earnings reviews for these portfolio companies : $PLTR $UBER $SHOP $ANET $PINS $TTD $ABNB Thanks to @eWhispers for the chart"
X Link @VivekChirps 2025-11-02T21:58Z 1947 followers, XXX engagements