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@abu__elyas Avatar @abu__elyas ϻṟ. яάssáრ

ϻṟ. яάssáრ posts on X about infrastructure, $dlo, fintech, $wise the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXXX%

Social topic influence infrastructure #1258, $dlo #23, fintech #190, $wise #2, stocks 8.33%, $adyen #4, quanta services #21, $pwr #17, compound #638, headlines #495

Top accounts mentioned or mentioned by @jessecoheninv

Top assets mentioned DLocal Limited Class A Common Shares (DLO) Wise (WISE) Quanta Services Inc (PWR) PWR Coin (PWR) Itron Inc (ITRI) Advanced Energy Industries Inc (AEIS) Powell Industries Inc (POWL) MasTec, Inc. (MTZ) Hubbell, Inc. (HUBB) Cencora, Inc. (COR) Omnicell Inc (OMCL) Coreto (COR) Moon Tropica (CAH) Henry Schein, Inc. (HSIC) American Tower Corp (AMT) Vertiv Holdings Co (VRT) Crown Castle Inc (CCI) Dycom Industries, Inc. (DY) Lam Research Corporation (LRCX) Cadence Design Systems Inc (CDNS) Arista Networks Inc (ANET) KLA Corp (KLAC) Synopsys, Inc. (SNPS) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Shoals Technologies Group, Inc. Class A Common Stock (SHLS) Array Technologies, Inc. Common Stock (ARRY) Enphase Energy Inc (ENPH) ChargePoint Holdings, Inc. (CHPT) Lennar Corporation (LEN) Telefonica Brasil, S.A. American Depositary Shares (Each representing One Common Share) (VIV) Alien Base (ALB) Cabot Corporation (CBT) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Iron Mountain Inc (IRM) Souni (SON) Crown Holdings, Inc. (CCK) Sealed Air Corp (SEE) Artrade (ATR) Primoris Services Corporation (PRIM) EMCOR Group, Inc. (EME) Fiserv, Inc. (FI) Marqeta, Inc. Class A Common Stock (MQ) SatoshiSync (SSNC) StaFi (FIS) Global Payments Inc (GPN)

Top Social Posts #

Top posts by engagements in the last XX hours

"dLocal: Pros & Cons ✅ Pros: Unique niche: local payments in hard-to-access markets Asset-light high-margin once scaled Strong merchant relationships ⚠ Risks: High exposure to LATAM (60% vol) Currency controls FX risk Execution & regulatory hurdles Verdict: High-growth but high-risk. #EmergingMarkets #Fintech"
X Link @abu__elyas 2025-10-14T21:16Z XXX followers, XX engagements

"🔋 X. Energy While everyone chases clean-energy giants the real leverage lies one layer deeper: grid software specialty materials & infrastructure contractors. $PWR (Quanta Services): builds Americas power grid & renewable transmission lines. $ITRI (Itron): smart meters & grid optimization. $AEIS (Advanced Energy): power conversion for solar / storage systems. These are the picks & shovels of electrification. #EnergyTransition #Utilities #SmallCaps"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"⚙ $PWR Quanta Services The builder behind the clean-energy grid. Designs + constructs renewable & EV infrastructure. 🏗 Every new line or interconnect = work for Quanta. 🧱 The backbone of the energy transition. #Infrastructure #EnergyStocks"
X Link @abu__elyas 2025-10-12T16:51Z XXX followers, XX engagements

"💡 XX. Meta Takeaway 📈 2nd-order investing = owning the enablers not the headlines. The firms that make megatrends possible often compound quietly for decades. Look beyond brand names follow supply chains & service ecosystems. #Investing #ValueInvesting #SecularGrowth"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"📊 Comparative Snapshot Wise vs. dLocal vs. Adyen Wise ( $WISE ): Growth rate around 3050% YoY. High profitability with strong margins and cash generation. Moderate risk profile regulated but globally diversified. Focused on cross-border transfers and multi-currency infrastructure. dLocal ( $DLO ): Growth rate roughly 2535% YoY. Medium profitability margins under pressure from scaling costs. High risk exposure concentrated in emerging markets and FX volatility. Focused on enabling global merchants in emerging markets. Adyen ( $ADYEN ): Growth rate about 2025% YoY. Very high profitability and"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XX engagements

"⚙ X. Industrials When the grid modernizes power lines switchgear and contractors surge first. Industrials = hidden energy leverage. $HUBB (Hubbell): electrical components for grid hardware. $POWL (Powell Industries): power control & switchgear systems. $MTZ (MasTec): transmission EPC contractor for renewables. Infrastructure winners often outperform the utilities they serve. #Infrastructure #Electrification"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"🧬 X. Health Care The second-order plays in health care Not the biotech startups the infrastructure: distributors automation health IT. $COR (Cencora / AmerisourceBergen): specialty pharma logistics. $CAH (Cardinal Health): hospital supply chain. $OMCL (Omnicell): med automation. $HSIC (Henry Schein): clinical distribution + software. Health care runs on logistics not just labs. #HealthcareStocks #MedTech"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"Everyones chasing the Teslas + NextEras. But the real alpha in renewables may come from 2nd-order winners the companies supplying enabling or maintaining the energy transition. Lets uncover the hidden $10B-and-under names powering it. ⚡🌎"
X Link @abu__elyas 2025-10-12T16:51Z XXX followers, XX engagements

"📡 XX. Communication Services Telecoms hidden winners are the asset owners towers fiber and backhaul systems not the carriers themselves. $AMT (American Tower): cell towers worldwide. $CCI (Crown Castle): small-cell + fiber REIT. $DY (Dycom): builds fiber networks. $VRT (Vertiv): data-center & network power systems. They rent space to the carriers printing the ads. #5G #TelecomInfrastructure"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"CTA If you found this breakdown useful: 🔁 Retweet the first post ❤ Follow for deep-dive #EquityResearch threads on fintech SaaS and payments infrastructure. #InvestingCommunity #StockMarket #FinanceTwitter"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XX engagements

"Closing Thought 💬 In 2025 Fintech isnt about hype its about sustainable infrastructure. Adyen & Wise are building it. dLocal is chasing it in frontier markets. Which one fits your portfolio depends on your risk tolerance. #Stocks #Investing #Fintech #FinancialMarkets"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XX engagements

"Adyen: Pros & Cons ✅ Pros: Huge scale strong merchant lock-in Margin recovery after cost spike Global diversification ⚠ Risks: Pricing pressure from Stripe Slower e-commerce spending Margin compression risk Verdict: Premium quality fintech entering next profit cycle. #StocksToWatch #InvestSmart"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XX engagements

"🧠 X. Information Technology 2nd-order tech winners build the silicon plumbing: fab tools design software and networking gear. $LRCX (Lam Research): wafer etch & deposition tools. $KLAC (KLA): process control / metrology. $CDNS / $SNPS: EDA software that designs every chip. $ANET: networking backbone for AI data centers. Invisiblebut indispensable. #Semiconductors #AIInfrastructure"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"Overview: 🌍 The players: Wise cross-border transfers & multi-currency accounts dLocal payment rails for global merchants in emerging markets Adyen unified global payment processor for online + POS All three are profitable scalable but with very different risk profiles. #EquityResearch #Fintech"
X Link @abu__elyas 2025-10-14T21:16Z XXX followers, XX engagements

"Adyen ( $ADYEN ) 🏦 Global payments infrastructure leader Handles online mobile and POS in one unified platform. Trusted by brands like Uber Spotify and eBay. FY24: Net revenue +23% EBITDA 992M net income 925M. #Adyen #Payments"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XX engagements

"Analyst Take (20252027) 🥇 Adyen $ADYEN strong buy / global scale margin recovery story 🥈 Wise $WISE buy / efficient transparent growth compounder 🥉 dLocal $DLO hold / speculative emerging-market bet 🧠 Quality & predictability matter more than hype. #EquityResearch #FintechInvesting"
X Link @abu__elyas 2025-10-14T21:17Z XXX followers, XXX engagements

"🧵 2nd-Order Winners The overlooked companies quietly powering Americas biggest industries. Everyone knows the Teslas Amazons & NVIDIAs. Few notice the firms behind them the suppliers enablers & hidden infrastructure. Heres a deep-dive by sector #Investing #StocksToWatch #FinTwit"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"dLocal ( $DLO ) 🌎 Emerging-market payment enabler Lets merchants like Amazon or Netflix accept local payment methods (bank transfers wallets cash BNPL). Q225: TPV $9.2B Revenue $256M Gross margin XX% #dLocal #Payments"
X Link @abu__elyas 2025-10-14T21:16Z XXX followers, XX engagements

"🔌 $SHLS Shoals Technologies Group Makes the cables + connectors that tie solar panels together (EBOS). 💰 Quietly profits every time a solar farm goes live. 📊 IRA reshoring = growth. #Solar #CleanTech #Stocks"
X Link @abu__elyas 2025-10-12T16:51Z XXX followers, XX engagements

"🌞 $ARRY Array Technologies Builds the solar trackers that follow the sun. Every new utility-scale solar farm needs them. 📈 IRA incentives + solar buildout = tailwind. ⚠ Steel prices & project cycles are the risk. #RenewableEnergy #SolarStocks"
X Link @abu__elyas 2025-10-12T16:51Z XXX followers, XX engagements

"⚡ $ENPH Enphase Energy Leader in microinverters for residential solar. Turns sunlight AC power efficiently + safely. 💡 Hardware + software edge. 🚀 Grid upgrades + home batteries = tailwind. #SolarEnergy #TechStocks"
X Link @abu__elyas 2025-10-12T16:51Z XXX followers, XXX engagements

"🛍 X. Consumer Discretionary Not every discretionary stock sells luxury. Some enable new consumer behavior smart homes EVs connected living. $CHPT (ChargePoint): EV charging infrastructure. $LEN (Lennar): embedding smart home systems in new builds. $VIV (Vivint / NRG): home automation + energy mgmt. These firms profit as homes and vehicles become digital nodes. #SmartHome #EVCharging"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XXX engagements

"⚗ X. Materials The battery boom doesnt just reward lithium miners it lifts the specialty chemical firms refining recycling and processing the feedstock. $ALB (Albemarle): lithium refining leader. $CBT (Cabot Corp): conductive carbons & silica for EV batteries. $ABAT (American Battery Tech): recycling / extraction tech. Raw materials are cyclical but refining capacity is the choke point. #Materials #BatterySupplyChain"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"Comparing Wise dLocal and Adyen Which Fintech Stock Deserves Your Money in 2025 Hook: 🚀 Fintech face-off 2025: Wise $WISE vs. dLocal $DLO vs. Adyen $ADYEN All X power global payments but their risk scale & profitability couldnt be more different. Lets break down their business models margins and investment outlook 👇 #Fintech #Investing #Stocks #Payments"
X Link @abu__elyas 2025-10-14T21:16Z XXX followers, XXX engagements

"🏗 X. Real Estate Forget malls & offices. The real estate play is digital & infrastructure real estate data centers towers and pipelines. $EQIX (Equinix): global data-center colocation leader. $DLR (Digital Realty): hyperscale & enterprise data REIT. $IRM (Iron Mountain): evolving from paper storage to data centers. They own the physical layer of the internet. #REITs #DigitalInfrastructure"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"🧾 X. Consumer Staples Even consumer staples have hidden winners those that package protect and recycle the goods we consume daily. $SON (Sonoco): sustainable packaging + recycling. $CCK (Crown Holdings): recyclable metal cans. $SEE (Sealed Air): smart / protective packaging. $ATR (Aptar): dispensers & closures. As ESG pressure grows packaging firms become strategic suppliers. #Sustainability #Packaging"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"⚡ XX. Utilities Utilities get all the headlines but the service contractors building their infrastructure quietly compound beneath the radar. $PRIM (Primoris): installs / maintains power & gas distribution. $EME (Emcor): electrical & mechanical contractor for utilities. Their revenues track grid CAPEX not electricity prices. #Infrastructure #GridModernization"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements

"💳 X. Financials Dont look at the banks look at the rails. Payment processors fintech infrastructure and data vendors are the ecosystems oxygen. $FI (Fiserv) and $FIS (Fidelity Natl Info): banking / payment plumbing. $SSNC: fund admin & fintech SaaS. $MQ (Marqeta): embedded-finance rails. $GPN (Global Payments): omnichannel payment infra. They earn pennies on trillions of dollars in flow. #Fintech #Payments"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XXX engagements

"Wise: Pros & Cons ✅ Pros: Strong profitability & no debt Rising interest income from customer balances Expanding API/B2B segment (Wise Platform) ⚠ Risks: Regulatory complexity FX & liquidity mismatch Competition from banks & PayPal Verdict: High-quality profitable growth story. #LongTermInvesting #FintechStocks"
X Link @abu__elyas 2025-10-14T21:16Z XXX followers, XX engagements