@WTCM3 WTCM
There are no recent news or social posts specifically about WTCM. As a result, there is no information available to summarize.
Engagements: [-----] #
Mentions: [--] #
Followers: [------] #
CreatorRank: [-------] #
Social Influence
Social category influence stocks 61.54% cryptocurrencies 20.51% technology brands 19.66% finance 6.84% countries 2.56% fashion brands 1.71% financial services 1.71% agencies 0.85%
Social topic influence ai 5.98%, $googl 5.13%, googl #612, $dhr 5.13%, $msft #752, $sap #11, sap #380, $ge 3.42%, $acn #5, $meta 3.42%
Top accounts mentioned or mentioned by @luxopesresearch @reustlematt @invesquotes @vjrabindranath @inves2grow @saynototrading @pandaquantai
Top assets mentioned Alphabet Inc Class A (GOOGL) Danaher Corporation (DHR) Microsoft Corp. (MSFT) SAP SE (SAP) General Electric Company (GE) Accenture (ACN) Metadium (META) Osisko Gold Royalties Ltd (OR) Allegion PLC (ALLE) Raytheon Technologies Corp (RTX) Thomson Reuters Corporation (TRI) Merck & Co., Inc. (MRK) Spotify Technology (SPOT) Merit Circle (MC) Neurobro (BRO) Marsh & McLennan Companies, Inc. (MMC) Aon PLC (AON) FirstService Corporation Common Shares (FSV) Thermo Fisher Scientific Inc. (TMO) Synopsys, Inc. (SNPS) Tradeweb Markets Inc. Class A Common Stock (TW) Icon Plc (ICLR) Apple, Inc. (AAPL) RELX PLC (RELX) Effect.AI (EFX) Uber Technologies, Inc. (UBER) Alibaba Group (BABA) retard to retired (R/R) Coupang, Inc. (CPNG) AhaToken (AHT) United Rentals, Inc. (URI) Ferro (FER) Nike Inc (NKE) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Cullen/Frost Bankers, Inc. (CFR) Blackstone, Inc. (BX) Energizer Holdings, Inc (ENR) GE Vernova Inc. (GEV) Arthur J. Gallagher & Co. (AJG) ELYSIA (EL) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Walmart, Inc. (WMT) Cadence Design Systems Inc (CDNS) Now Coin (NOW) Otis Worldwide Corp (OTIS) Intuit Inc. (INTU) Strong Global Entertainment, Inc. (SGE) Arch Capital Group Ltd (ACGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"on 'quality' pair perf since Jul-25"
X Link 2026-01-23T21:19Z 13.5K followers, [----] engagements
"Sony game segment EBIT 1994-2029E $SONY cc: $MSFT"
X Link 2026-01-28T13:59Z 13.5K followers, [----] engagements
"$ADYEN vs. Stripe re: agentic commerce cc: $GOOGL $WMT"
X Link 2026-01-29T18:17Z 13.5K followers, [----] engagements
"Jensen yesterday on EDA: "We partnered with $SNPS $CDNS $SIE and now $DSY so that we could infuse as much tech as they want. I will make sure they have 1000% of whatever they want so that i have the tools necessary to create the next gen" https://twitter.com/i/web/status/2019055278096879735 https://twitter.com/i/web/status/2019055278096879735"
X Link 2026-02-04T14:27Z 13.5K followers, [----] engagements
"on the notion of AI replacing software: it is the most illogical think in the world and time will prove itself" cc: $NOW $SAP"
X Link 2026-02-04T14:34Z 13.5K followers, [----] engagements
"Im looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 at gmail and thanks for the help"
X Link 2023-06-13T12:13Z 13.5K followers, 110.1K engagements
"Edgewood on AI exposure (new $SNPS position in 1Q24)"
X Link 2024-05-17T13:25Z 13.5K followers, 18.2K engagements
"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"
X Link 2024-06-02T13:25Z 13.5K followers, 10.9K engagements
"global elevator market share $OTIS $SCHP $KNEBV"
X Link 2024-07-19T18:30Z 13.5K followers, 14.3K engagements
"$CSU ROIC 1Q18-1Q25"
X Link 2025-05-13T19:12Z 13.5K followers, 44.8K engagements
"Xero $XRO posting record U.S. sub growth cc: $INTU $SGE"
X Link 2025-05-15T12:29Z 13.5K followers, [----] engagements
"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"
X Link 2025-07-08T13:37Z 13.5K followers, [----] engagements
"treasury volatility now lowest since [----] $TW 25% off peak cc: $LSEG"
X Link 2025-09-22T15:12Z 13.5K followers, [----] engagements
""When the bowl is smaller the dogs are hungrier" $ICLR"
X Link 2025-10-23T13:16Z 13.5K followers, [----] engagements
"Siemens Healthineers $SHL underlying trends (ex-FX/tariff noise) cc: $SIE $PHIA $GEHC"
X Link 2025-11-05T16:50Z 13.5K followers, [----] engagements
"Beijer Ref N. America vs. Watsco $BEIJB $WSO"
X Link 2025-11-11T21:05Z 13.5K followers, [----] engagements
"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"
X Link 2025-11-13T21:50Z 13.5K followers, [----] engagements
"$TRI on in-house attorneys as an advantage for training legal agents cc: $RELX"
X Link 2025-11-19T23:38Z 13.5K followers, [----] engagements
""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"
X Link 2025-11-24T14:08Z 13.5K followers, [----] engagements
"chemical industry ROIC at lowest level in [--] years cc: $IMCD"
X Link 2025-11-24T20:58Z 13.5K followers, [----] engagements
"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"
X Link 2025-11-26T15:10Z 13.5K followers, [----] engagements
"which one is wrong $TRI cc: $RELX"
X Link 2025-12-04T01:05Z 13.5K followers, [----] engagements
""After three years of very very hard difficult freight recession we believe finally the sun is going to start coming up in 26" $TFII"
X Link 2025-12-05T17:41Z 13.5K followers, [----] engagements
""what has $CHRW been doing" cc: $DSV"
X Link 2025-12-18T20:37Z 13.5K followers, [----] engagements
"on Tecan / Intuitive Surgical relationship $ISRG $TECN"
X Link 2026-01-14T15:12Z 13.5K followers, [----] engagements
"Danaher tools/dx risk matrix $DHR"
X Link 2026-01-14T19:47Z 13.5K followers, [----] engagements
"Oakmark on 4Q25 $IMCD initiation"
X Link 2026-01-14T20:09Z 13.5K followers, 21.1K engagements
"share-price implied LT FCF growth $IMCD"
X Link 2026-01-16T13:23Z 13.5K followers, [----] engagements
"on incentive changes at Fresenius $FRE"
X Link 2026-01-18T14:33Z 13.5K followers, [----] engagements
"bioprocessing order commentary 1Q24-3Q25 $DIM $MRK $DHR $RGEN $AVTR"
X Link 2026-01-15T21:35Z 13.5K followers, [----] engagements
""Accentures 10-year historical premium to the sector has depleted across [----] with the stock now trading largely in line despite sector-leading growth" $ACN"
X Link 2026-01-22T14:50Z 13.5K followers, [----] engagements
"DiDi dominance: 70% China ride-sharing market share on the back of network effects (6MM daily drivers and 20MM DAUs) compared to Amaps 2MM daily drivers and 8MM daily active riders) $DIDIY $BABA cc: $UBER"
X Link 2025-08-21T20:17Z 13.5K followers, [----] engagements
"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"
X Link 2025-10-27T13:21Z 13.5K followers, [----] engagements
"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"
X Link 2025-11-05T15:14Z 13.5K followers, [----] engagements
"Barclays biz services 'AI risk' framework $SPGI $IT $VRSK $EFX $FDS $MSCI $FICO $MAN"
X Link 2025-11-11T19:39Z 13.5K followers, [----] engagements
"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"
X Link 2025-12-02T18:43Z 13.5K followers, [----] engagements
"Ashtead $AHT F2Q26 vs. F1Q cc: $URI $HRI"
X Link 2025-12-15T19:48Z 13.5K followers, [----] engagements
"Hexagon gross margin evolution $HEXAB SS"
X Link 2023-03-13T17:54Z 13.5K followers, [----] engagements
""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"
X Link 2025-09-04T15:06Z 13.5K followers, [----] engagements
""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"
X Link 2025-10-06T19:58Z 13.5K followers, [----] engagements
""high degree of freedom to set prices." $FER"
X Link 2025-10-17T20:48Z 13.5K followers, [----] engagements
"re: tools switching costs at $TSM cc: $KLAC $ONTO"
X Link 2025-11-10T21:26Z 13.5K followers, [----] engagements
""We forecast a 15% EBITDA CAGR for [---] ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by 25% for 26E and we expect its pricing power to remain considerable with tariff hikes at 10% p.a. over 27-29E" $FER"
X Link 2025-12-09T15:21Z 13.5K followers, [----] engagements
""In a flat market that consistency is precisely what differentiates Geberit" $GEBN via @LuxOpesResearch"
X Link 2026-01-15T13:53Z 13.5K followers, [----] engagements
"on $TCOM risks from here cc: $JD"
X Link 2026-01-15T15:35Z 13.5K followers, [----] engagements
"on Dunk/Jordan discounting (at 30-35%) in China: "this was impossible in the past. it's notably steep recently" $NKE $ADS"
X Link 2026-01-15T15:49Z 13.5K followers, [----] engagements
"Infosys on current "accretive" pricing envioronment $INFY cc: $ACN $WIT"
X Link 2026-01-15T19:39Z 13.5K followers, [----] engagements
"what has/hasn't worked"
X Link 2026-01-20T14:28Z 13.5K followers, [----] engagements
"music vs. other sub pricing $NFLX $GOOGL $SPOT $AMZN $MTCH $MSFT"
X Link 2026-01-30T14:30Z 13.5K followers, [----] engagements
"luxury regional OSG 1Q24-4Q25 $BC $RMS $MC $CFR $MONC"
X Link 2026-02-18T16:52Z 13.5K followers, [----] engagements
"BAML rebuttal to "four key misconceptions crippling Publicis stock" $PUB $OMC $WPP $META $GOOGL $ACN"
X Link 2025-08-12T15:04Z 13.5K followers, [----] engagements
"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"
X Link 2025-12-05T14:11Z 13.5K followers, [----] engagements
""heroics not needed" $ICLR"
X Link 2025-12-22T17:56Z 13.5K followers, [----] engagements
"potential $MRK AH spin cc: $ZTS $ELAN"
X Link 2026-01-28T14:03Z 13.5K followers, [----] engagements
"on various $SPOT debates cc: $WMG $UMG $SONY $AAPL"
X Link 2026-01-30T14:26Z 13.5K followers, [----] engagements
"Samsung EBIT waterfall 2024-2026E $005930"
X Link 2026-01-31T11:53Z 13.5K followers, [----] engagements
"$SAP AI-related KPIs 4Q25 disclosures"
X Link 2026-02-04T19:04Z 13.5K followers, [----] engagements
"who wants to tell him $EXPN"
X Link 2026-02-08T12:35Z 13.5K followers, [----] engagements
""agentic commerce is more of a threat to branded FMCG." $XLP"
X Link 2026-02-11T15:53Z 13.5K followers, [----] engagements
"on defensiblility of Pro Medicus $PME now yours for just 80x FY26 EPS despite 70% LTM multiple contraction"
X Link 2026-02-13T20:38Z 13.5K followers, [----] engagements
"on why $WSP may be better positioned than it looks cc: $J $ACM $ACN"
X Link 2026-02-17T17:25Z 13.5K followers, [----] engagements
"$AMRZ U.S. macro outlook by end market 4Q25 vs. 3Q cc: $CRH $MLM"
X Link 2026-02-18T15:27Z 13.5K followers, [----] engagements
"buy capital light/intangibles they said"
X Link 2026-02-18T19:54Z 13.5K followers, [----] engagements
"L'Oreal $OR portfolio diversification across price & use case"
X Link 2025-11-26T17:44Z 13.4K followers, [----] engagements
"$ADYEN volume growth vs. weighted average growth of top [--] listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"
X Link 2025-12-02T19:02Z 13.5K followers, [----] engagements
"L'Oral U.S. acquistions over past 30y now represent half of geo sales $OR"
X Link 2025-12-04T14:39Z 13.4K followers, [----] engagements
"on capital-intensive models that work $GE $ENR $RR $GEV via @ReustleMatt"
X Link 2025-12-09T01:10Z 13.5K followers, [----] engagements
""culture is a real moat enabler particularly in scaling a complex asset-heavy services network" $ELIS cc: $CTAS"
X Link 2025-12-11T20:34Z 13.5K followers, [----] engagements
"gas turbine awards (GW) 1990-today $GEV $ENR $7011"
X Link 2025-12-16T14:07Z 13.5K followers, [----] engagements
""that's a lot of cash" $WWD cc: $AIR $GE $RTX $SAF"
X Link 2025-12-28T16:15Z 13.5K followers, [----] engagements
""2026 should be another good growth year with dispersion between better and weaker brokers like in 2025" $AJG $BRO $MMC $AON"
X Link 2025-12-29T21:04Z 13.4K followers, [----] engagements
""conglomeration is fashionable among many megacaps." $AMZN $GOOGL $MSFT $META cc: $KHC $ULVR $KDP $BP $ABF $HOLN $HON"
X Link 2026-01-02T00:51Z 13.4K followers, [----] engagements
"EssilorLuxottica estimated mix shift 2024-2035E $EL"
X Link 2026-01-02T15:23Z 13.5K followers, [----] engagements
"what other stocks screen like this (steep but slowing y/y EPS declines accompanied by doubling of multiple) $AIXA"
X Link 2026-01-02T17:58Z 13.5K followers, [----] engagements
"20% of U.S. cataract surgery volume now under PE ownership $ALC"
X Link 2026-01-14T14:29Z 13.5K followers, [----] engagements
"always harder when it's only the multiple $CPNG"
X Link 2026-01-15T15:40Z 13.4K followers, [----] engagements
""The AI bear case is not that $SAP 'fails at AI' but that AI fails to materially improve growth pricing power or margins relative to expectations while raising complexity costs and regulatory exposure.""
X Link 2026-01-16T21:14Z 13.5K followers, [----] engagements
"@Invesquotes how'd that go for $SAP"
X Link 2026-01-29T17:54Z 13.4K followers, [----] engagements
"Thomson Reuters' GFC resiliency $TRI CN; 20% TSR CAGR over past decade high return on tangible assets and now 30% multiple compression from [----] peak despite FY23 ests moving higher"
X Link 2022-06-17T17:08Z 13.5K followers, [--] engagements
""over the past five years Li Ning has been trading between [--] and [--] times forward earnings." $2331 HK"
X Link 2022-10-17T20:39Z 13.5K followers, [--] engagements
"U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ"
X Link 2025-02-17T12:16Z 13.5K followers, 27K engagements
"brokers at 5y low rel val $WTW $MMC $BRO $AJG $AON"
X Link 2025-10-07T12:54Z 13.5K followers, [----] engagements
""The 2H21-2024 period of unusually strong growth for the brokers was a confluence of several factors occurring at the same time or in quick succession." $BRO $AGJ $WTW $AON $MMC"
X Link 2025-11-03T17:35Z 13.5K followers, [----] engagements
""a year of rotations and style factor crowding.""
X Link 2025-11-13T14:55Z 13.5K followers, 102.2K engagements
"evergreen $CPG $SW"
X Link 2026-01-07T13:47Z 13.5K followers, [----] engagements
""A simple stock research system" h/t @VJ_Rabindranath [--]. Do less [--]. Calculate even less [--]. Read a lot [--]. Be passionately curious [--]. Think alone [--]. Wait for no-brainers [--]. Make few decisions and make them count [--]. Invest when it's safe not to diversify [--]. Record your decisions"
X Link 2019-01-04T17:47Z 13.5K followers, [----] engagements
"TravelSky differences vs. GDS players $AMS SM $SABR and Travelport (owned by $BX)"
X Link 2019-10-07T13:10Z 13.5K followers, [--] engagements
"3Q24 EU luxury comments on Chinese cluster $SFER $MONC $KER $MC $CFR $RMS $1913"
X Link 2024-11-11T14:44Z 13.5K followers, [----] engagements
"$NESN vs. $ULVR $BN EPS momentum 2007-2025"
X Link 2025-01-23T16:12Z 13.5K followers, [----] engagements
""entry level luxury" NTM EPS revisions $KER $SFER $BRBY $GOOS"
X Link 2025-03-11T13:02Z 13.5K followers, [----] engagements
""Europe's three largest budget airlines - Ryanair EasyJet and Wizz Air - could capture near 39.3% of intra-regional seats by 2030" $RYA $EZJ $WIZZ"
X Link 2025-08-22T12:28Z 13.5K followers, [----] engagements
"I have their names I have their phones nobody can hide $ULVR"
X Link 2025-09-04T14:18Z 13.5K followers, [----] engagements
""The combined 31% of combined market cap is down from the 52% in [----] when the valuation of RemainCo including Ice Cream was at its lowest" $ULVR $HUVR $UNVR"
X Link 2025-10-10T10:24Z 13.5K followers, [----] engagements
"on L'Oral $OR capital allocation cc: $NESN $GALD $KER $SAN"
X Link 2025-12-03T15:05Z 13.5K followers, [----] engagements
"recent beauty transaction multiples $OR $GALD cc: $PUIG $EL $KER $ELF $MC $ITP"
X Link 2025-12-09T15:07Z 13.5K followers, [----] engagements
"$FSV as "an economically resilient and predictable company with accelerating EPS growth estimates for FY26.""
X Link 2025-12-22T19:13Z 13.5K followers, [----] engagements
"$FSV bear case = prolonged weakness in Roofing persistently low storm-related Restoration revenue and elevated PE-driven M&A multiples combine to delay growth recovery and cap NT multiple expansion"
X Link 2025-12-22T19:17Z 13.5K followers, [----] engagements
"on $FSV roofing issues"
X Link 2025-12-22T20:29Z 13.5K followers, [----] engagements
"Empirical: "We can explain a lot of whats gone on in the U.S. market based on the huge increase in free cash flow generation thats unfolded over the past three decades and continued in the 2020s." $MSFT $GOOGL $META"
X Link 2026-01-20T14:24Z 13.5K followers, [----] engagements
"on Tencent AI positioning $700 $BABA"
X Link 2026-01-21T13:00Z 13.5K followers, [----] engagements
"Tencent $700 cloud VP on next phase of agents"
X Link 2026-01-27T15:48Z 13.5K followers, [----] engagements
"$NVO / $LLY vs. compounders cc: $HIMS"
X Link 2026-02-01T14:17Z 13.5K followers, [----] engagements
"Roche Diagnostics snapshot $ROG $DHR $ABT $TMO $BIM $ILMN"
X Link 2024-05-29T12:13Z 13.5K followers, 12.3K engagements
"$DHR vs. $DIM BPS commentary"
X Link 2025-10-25T13:19Z 13.5K followers, [----] engagements
"on the $QSR narrative change(s) over time cc: $PSH"
X Link 2025-11-24T17:06Z 13.5K followers, [----] engagements
""GSPB noted a sharp decline in Software Net Exposure & L/S ratios which both now sit at respective lowest levels on record""
X Link 2026-01-20T20:46Z 13.5K followers, [----] engagements
"GS EU conviction list themes"
X Link 2024-10-08T16:59Z 13.5K followers, [----] engagements
"barriers to entry in the smart locks market via DOJ vs. Assa Abloy & Spectrum Brands $ASSAB $SPB $ALLE https://www.justice.gov/atr/case-document/file/1536361/download https://www.justice.gov/atr/case-document/file/1536361/download"
X Link 2022-09-22T21:08Z 13.5K followers, [--] engagements
"love to see updates (with numbers.) for all major acquisitions in Hexagon's annual reports $HEXAB SS"
X Link 2023-03-13T18:05Z 13.5K followers, [----] engagements
"$ALLE CEO on M&A: "We're generating excess cash to be able to acquire both bolt-on hardware assets at attractive valuations that generate a good ROIC for our business as well as looking forward into new technologies (e.g. software & services) that expand our TAM""
X Link 2023-03-21T17:36Z 13.5K followers, [----] engagements
"biggest suprise since joining $ALLE the moat around the core Americas non-resi business cc: $ASSAB SS"
X Link 2023-03-21T17:43Z 13.5K followers, [----] engagements
""this is the third consecutive quarter of outperformance for $ALLE showing that it has firmly recoupled vs. its largest competitor $ASSAB as it took control of its chip constraints through re-engineering/new chip partners""
X Link 2023-05-05T16:27Z 13.5K followers, [----] engagements
"EMH via $SRT"
X Link 2024-10-03T12:27Z 13.5K followers, [----] engagements
"BG Int'l All Cap on $ASSAB $BNZL $GRG $300 $SCT initiations"
X Link 2024-10-09T17:57Z 13.5K followers, [----] engagements
""five key bioprocessing opportunities" $DHR $TMO $SRT $A $MTD $WAT"
X Link 2025-12-12T20:56Z 13.5K followers, [----] engagements
"on requirements to rebuild confidence in Sartorius BPS $SRT $DIM cc: $DHR $TMO $MRK"
X Link 2026-01-14T18:57Z 13.5K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing