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@WTCM3 Avatar @WTCM3 WTCM

WTCM posts on X about asml, $asml, $dhr, $assab the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% finance XXX% luxury brands XXXX% automotive brands XXXX%

Social topic influence asml 1.56%, $asml 1.56%, $dhr 1.56%, $assab 1.56%, $atcoa 1.04%, $dge 1.04%, $ri 1.04%, $tcaf 1.04%, $cprt 1.04%, $cpr XXXX%

Top accounts mentioned or mentioned by @innocencecapit1 @eboroian @sleepwellcap @intrinsicinv @omaraah @pmje73 @bearforcewon @east72holdings @abroninvestor @bluegrasscap @noonsixcap @ebitdaddy90 @lsvalue @joinyellowbrick @invesquotes @leviathancapit1 @appalacheglobal @arrakisglobal @kukreja_abhinav @moneyandmore72

Top assets mentioned Danaher Corporation (DHR) Robotics Intelligence (RI) Copart, Inc. (CPRT) Cipher (CPR) Effect.AI (EFX) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Micron Technology, Inc. (MU) Good Games Guild (GGG) Otis Worldwide Corp (OTIS) Tongtongcoin (TTC) Allegion PLC (ALLE) Illinois Tool Works Inc. (ITW) Elcoin (EL) Bitforex Token (BF) Constellation Brands, Inc. Class A (STZ) ADAMANT Messenger (ADM) Ritchie Bros. Auctioneers Incorporated (RBA) Karura (KAR) Adobe, Inc. (ADBE) Snowflake, Inc. (SNOW) Garmin Ltd. (GRMN) Wise (WISE) monday.com Ltd. Ordinary Shares (MNDY) MercadoLibre Inc (MELI) Vertex Protocol (VRTX) Sarepta Therapeutics, Inc. (SRPT) Repligen, Corp. (RGEN) Pfizer, Inc. (PFE) Arch Capital Group Ltd (ACGL) RenaissanceRe Holdings Ltd. (RNR) Everest Group, Ltd. (EG) Starbucks Corporation (SBUX) CRH Public Limited Company (CRH) Eagle Materials, Inc. (EXP) Summit Materials, Inc. Class A Common Stock (SUM) Amrize Ltd (AMRZ) Autozone Inc (AZO) SAP SE (SAP) Accenture (ACN) Rocket Companies, Inc. (RKT) Booking Holdings Inc (BKNG) Ross Stores, Inc. (ROST) Osisko Gold Royalties Ltd (OR) Suncor Energy, Inc. (SU) Digital Realty Trust Inc (DLR) Coreto (COR) Equinix Inc (EQIX) Illumina, Inc. (ILMN) Arcblock (ABT) ROGin AI (ROG) Thermo Fisher Scientific Inc. (TMO) BIM (BIM) Now Coin (NOW) Waste Connections, Inc. (WCN)

Top Social Posts #

Top posts by engagements in the last XX hours

""Very few players in financial data have successfully created this closed-loop flywheel between B2B underwriting and B2C distribution" $EXPN cc: $EFX"
@WTCM3 Avatar @WTCM3 on X 2025-07-15 17:24:53 UTC 12.8K followers, 1930 engagements

"(logic) litho demand/intensity debate $ASML cc: $TSM $INTC $005930 $MU $000660"
@WTCM3 Avatar @WTCM3 on X 2025-07-16 17:31:12 UTC 12.8K followers, 14.3K engagements

"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"
@WTCM3 Avatar @WTCM3 on X 2025-07-10 18:36:09 UTC 12.8K followers, 1751 engagements

"@SleepwellCap @IntrinsicInv @OmarAA_H @pmje73 @BearForce_Won $ALLE $ITW $TTC $OTIS $ATCOA $GGG"
@WTCM3 Avatar @WTCM3 on X 2023-02-18 02:02:32 UTC 12.8K followers, 1996 engagements

""Some members of Leonardo Del Vecchios family are urging Delfin to sell over 46B in financial holdings including stakes in Mediobanca UniCredit and Generali to refocus the investment vehicles strategy on EssilorLuxottica" $EL $G $UCG $MB"
@WTCM3 Avatar @WTCM3 on X 2025-06-26 13:11:39 UTC 12.8K followers, 1808 engagements

"Porsche CEO: "Our business model which has served us well for many decades no longer works in its current form" $P911"
@WTCM3 Avatar @WTCM3 on X 2025-07-18 12:35:58 UTC 12.8K followers, 18.5K engagements

"U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ"
@WTCM3 Avatar @WTCM3 on X 2025-02-17 12:16:53 UTC 12.8K followers, 26.5K engagements

""The median cost of insuring a Skoda is now XX% higher than the cheapest Ferrari quote in a UK market that appears poorly focused on profitability" cc: $ADM"
@WTCM3 Avatar @WTCM3 on X 2025-07-21 23:05:48 UTC 12.8K followers, 1324 engagements

"Giroux $TCAF: "we narrow this opportunity set by avoiding companies we believe are poor capital allocators are overly expensive face secular headwinds and/or are unlikely to generate strong risk-adjusted returns. this process yields XXX companies that fit our profile""
@WTCM3 Avatar @WTCM3 on X 2023-08-01 15:40:56 UTC 12.8K followers, 2774 engagements

""data from Nexans suggests that the European grid is 45-50 years old the most obsolete in the world""
@WTCM3 Avatar @WTCM3 on X 2025-05-28 19:08:08 UTC 12.8K followers, 4359 engagements

""IAA has abated market share erosion to Copart since its last customer loss in 2023 (accounting for X% of sales) and has even managed to claw back some market share wins in recent quarters" $RBA $CPRT $KAR"
@WTCM3 Avatar @WTCM3 on X 2025-06-17 16:46:12 UTC 12.8K followers, 3629 engagements

"select businesses with seemingly real/durable 'proprietary tech stack' comp advantage; others (most interested in those outside of the IT GICS) $ADYEN $WISE $MNDY $GRMN $IMCD $DSV $CPRT $MELI $SNOW cc: $ADBE"
@WTCM3 Avatar @WTCM3 on X 2025-05-23 14:35:59 UTC 12.8K followers, 13.9K engagements

"spirits Nielsen data remains brutal $DGE $RI $CPR"
@WTCM3 Avatar @WTCM3 on X 2025-05-30 12:48:20 UTC 12.8K followers, 6715 engagements

"the fallability of comparing current to historical average multiples via Wolters Kluwer $WKL"
@WTCM3 Avatar @WTCM3 on X 2024-10-07 19:52:14 UTC 12.8K followers, 2505 engagements

"higher value tests/modalities + acclerating outsourcing of lab services & diagnostic imaging + M&A acumen = Sonic Healthcare revenue growth $SHL AU"
@WTCM3 Avatar @WTCM3 on X 2023-07-16 15:45:59 UTC 12.8K followers, 4072 engagements

""In fact keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide""
@WTCM3 Avatar @WTCM3 on X 2025-07-03 12:43:48 UTC 12.8K followers, 10.6K engagements

"on Repligen C/GT & AAV fears $RGEN $SRPT $VRTX $PFE"
@WTCM3 Avatar @WTCM3 on X 2025-06-30 12:07:55 UTC 12.8K followers, 3202 engagements

"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"
@WTCM3 Avatar @WTCM3 on X 2025-07-08 13:37:26 UTC 12.8K followers, 1627 engagements

"top XX coffee brands at retail $NESN $JDEP $SBUX"
@WTCM3 Avatar @WTCM3 on X 2024-11-14 18:40:20 UTC 12.8K followers, 2199 engagements

""The US cement market is typically short with an average 10-25% of US consumption made of imports over the last XX years. this typically implies a strong level of pricing power for the industry with prices increasing by 60-70% in the last XX years" $CRH $EXP $SUM $AMRZ"
@WTCM3 Avatar @WTCM3 on X 2025-06-26 12:58:33 UTC 12.8K followers, 4402 engagements

"MS Brands on $CPR $RKT $UMG exits in 4Q24 and sale of $DHR on valuation cc: $ACN $SAP $BKNG $AZO"
@WTCM3 Avatar @WTCM3 on X 2025-02-06 18:15:45 UTC 12.8K followers, 4340 engagements

"Evans & Partners int'l fund on June 2018 sale of $OR FP and $ASSAB SS (mgmt changes and 'full valuation') + $ROST add"
@WTCM3 Avatar @WTCM3 on X 2019-09-25 10:00:51 UTC 12.8K followers, XX engagements

"$SIKA to benefit from urbanization megatrends (cc: $ASSAB SS $SU FP)"
@WTCM3 Avatar @WTCM3 on X 2019-06-07 17:39:58 UTC 12.8K followers, XX engagements

"M* on data centers: "the firms that hold 'network-dense' properties are best positioned" (cc: $EQIX $COR $DLR)"
@WTCM3 Avatar @WTCM3 on X 2019-08-02 16:32:04 UTC 12.8K followers, XX engagements

"Roche Diagnostics snapshot $ROG $DHR $ABT $TMO $BIM $ILMN"
@WTCM3 Avatar @WTCM3 on X 2024-05-29 12:13:11 UTC 12.8K followers, 12K engagements

"@LSValue great page from $JDG 2017 AR; mgmt also focused on returns. $ASSAB also a company that posts video clips of recent earnings/mgmt presentations"
@WTCM3 Avatar @WTCM3 on X 2019-02-18 23:50:38 UTC 12.8K followers, XX engagements

""pathways to relevance" $NVDA $WCN $NOW $ALC"
@WTCM3 Avatar @WTCM3 on X 2025-07-10 12:51:38 UTC 12.8K followers, 2818 engagements

""the possession of reliable evidenced-based data will become even more essential as AI applications become more widely available" $WKL"
@WTCM3 Avatar @WTCM3 on X 2025-02-16 11:53:31 UTC 12.8K followers, 2513 engagements

"on Danaher integration playbook: "it didn't spring forth from brilliance. it sprung forth from a fair amount of humility in writing down basically what worked and what didn't work" $DHR"
@WTCM3 Avatar @WTCM3 on X 2025-06-19 19:41:30 UTC 12.8K followers, 8635 engagements

"WFE share by application 2010-2026E (via $IT) $AMAT $ASML"
@WTCM3 Avatar @WTCM3 on X 2025-07-10 13:32:18 UTC 12.8K followers, 3387 engagements