[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@evrgn11112231 Evergreen
Evergreen posts on X about asml, $ge, $tdg, $asml the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Months XXXXXXXXX +952%
Mentions: XX #
- X Week XX -X%
- X Months XXX +1,633%
Followers: XXXXX #
- X Week XXXXX +0.99%
- X Months XXXXX +158%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands currencies cryptocurrencies
Social topic influence asml #60, $ge #35, $tdg #16, $asml, $mco #11, money, inflation #2176, gdp #385, monopoly, samsung
Top assets mentioned General Electric Company (GE) TransDigm Group, Inc. (TDG) Moody's Corporation (MCO) Intel Corporation (INTC) Verox (VRX) UnitedHealth Group (UNH) QUALCOMM, Inc. (QCOM) Walmart, Inc. (WMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MCO at a XX turn discount now to $GE"
X Link @evrgn11112231 2025-10-19T02:28Z 6432 followers, 3320 engagements
"Quick - how do I get mega long $INTC capex super cycle"
X Link @evrgn11112231 2025-10-23T21:13Z 6431 followers, 14.3K engagements
"@RAMCOCAPITAL @DynamicMoats @PythiaR @ErnestWongBWM Are you buying $TDG or $VRX $MCO or $UNH These seem obvious in hindsight but ex-ante it's extremely difficult to determine and that's where the alpha is"
X Link @evrgn11112231 2025-05-15T14:15Z 6431 followers, XXX engagements
"@taobanker They dont grow volume and arent particularly cheap"
X Link @evrgn11112231 2025-10-11T18:34Z 6431 followers, 1257 engagements
"Early Happy "$ASML down XX% on uneventful earnings" day for those who celebrate"
X Link @evrgn11112231 2025-10-14T20:21Z 6431 followers, 36.6K engagements
"Best thing I've ever read in one place on the history of $ASML scanners the development of their natural monopoly and the learning curve + scale driven moats (that are arguably more important than their technological ones)"
X Link @evrgn11112231 2025-10-18T21:34Z 6431 followers, 35.9K engagements
"I dont have strong view on numbers over next couple of years as thats not how I think about it. But looking at your math quickly it looks like your uptime % is too high (prob closer to XX% for logic and XX% for dram). And most wfe upside likely comes from dram over next few years and Samsung foundry"
X Link @evrgn11112231 2025-10-21T23:45Z 6429 followers, 1199 engagements
"@BenBajarin idk I think they are about to spend a lot actually and CC Wei previewed that on their last earnings call"
X Link @evrgn11112231 2025-10-24T20:16Z 6433 followers, XXX engagements
"@NoCapCapital5 @BenBajarin Capex has to come otherwise none of the fabless consensus revenue forecasts make sense"
X Link @evrgn11112231 2025-10-24T21:17Z 6434 followers, XXX engagements
"@CrosscheckC @rev_cap @WaterworldCapi1 But its intoxicating I guess to put a huge position on and capture X% spread over a few months and book a big irr. Fun until its not and you give back all of your pnl and then some on one deal gone bad"
X Link @evrgn11112231 2025-10-25T03:31Z 6433 followers, XXX engagements
"@JerryCap $MCO"
X Link @evrgn11112231 2025-10-16T14:38Z 6432 followers, 1489 engagements
"@lokoyacap @rev_cap @TBU12345678 @PythiaR Why wouldn't you spend ever available dollar of FCF on capex if you truly believed we are on the precipice of a once in a lifetime memory supercycle"
X Link @evrgn11112231 2025-10-18T18:23Z 6433 followers, 1862 engagements
"@lokoyacap @rev_cap @TBU12345678 @PythiaR Quickly looking at past cycles it wouldn't be shocking to see memory capex going up XX% pa for the next couple of years - just based on current bbg gross profit estimates which are probably too low (they seem to spend all of their gross profit on capex basically in boom years)"
X Link @evrgn11112231 2025-10-18T19:02Z 6433 followers, XXX engagements
"@cmo040958 Makes sense but I don't want low returns"
X Link @evrgn11112231 2025-10-19T17:13Z 6432 followers, XXX engagements
"@itsDanielWu This is the most important thing:"
X Link @evrgn11112231 2025-10-22T00:14Z 6433 followers, 1823 engagements
"@WaterworldCapi1 Huge unforced error. Why would you do this anyway if you are a billionaire already Just enjoy your money. He comes across as out of touch emotional dogmatic and focused on primarily satisfies his interests over making money. Never meet your heroes"
X Link @evrgn11112231 2025-10-25T01:59Z 6432 followers, 3216 engagements
"@rev_cap @WaterworldCapi1 Lots of strategy shift. Tons of turnover. Not clear he knows what or who he wants to be but maybe just what he feels like when he wakes up"
X Link @evrgn11112231 2025-10-25T02:19Z 6432 followers, XXX engagements
"@rev_cap @WaterworldCapi1 Maybe its just the inverse skew that I think makes sense - like merger arb. Capped upside if you get the probability exactly right but low to decent probability of infinite downside. But yes he had a ton of stuff on not just gme"
X Link @evrgn11112231 2025-10-25T03:04Z 6432 followers, XXX engagements
"@CrosscheckC @rev_cap @WaterworldCapi1 Ya you can resize resize resize and then still get destroyed on a squeeze. Not saying it cant work of course it can and does its just a risk profile that I dont care for and there are much much easier ways to make money imo"
X Link @evrgn11112231 2025-10-25T03:24Z 6432 followers, XXX engagements
"Let me rephrase. Im not saying that it is good that the price level reset so much higher. Obviously it sucks that things are so much more expensive than pre COVID levels. Im just saying that if from here inflation grows X% I think very likely the world will continue to spin and things will work themselves out. Not popular to have macro takes that arent sophisticated and doomed but I think history shows that over time this is what tends to happen and things will find equilibrium and work themselves out often in ways that we cant predict. Shoot even look at the gfc - yes it was super painful"
X Link @evrgn11112231 2025-10-25T18:53Z 6433 followers, 1040 engagements
"@rev_cap @Ambroise23968 @0xHorseman @P_Remarks @sidprabhu Well it matters if inflation is so high it meaningfully alters real gdp growth. But also not a lot of monopolies back then"
X Link @evrgn11112231 2025-10-25T21:25Z 6431 followers, XXX engagements
"@taobanker Or you could just buy actual bonds Or something like $TDG with better cash div yield + perpetual high growth + higher quality"
X Link @evrgn11112231 2025-10-17T01:13Z 6434 followers, XXX engagements
"$ASML trades at an XX turn discount to $GE as semicap enters its engine AM up-cycle moment"
X Link @evrgn11112231 2025-10-18T19:33Z 6432 followers, 39.1K engagements
"At least it's no longer at a discount to $SAF.f"
X Link @evrgn11112231 2025-10-18T19:40Z 6434 followers, 3009 engagements
"While we're at it $TDG now trades at a XX turn discount to $GE"
X Link @evrgn11112231 2025-10-19T01:07Z 6434 followers, 2235 engagements
"lol this is fun what other high quality businesses used to have a $GE multiple but now trade at an inexplicable double digit discount"
X Link @evrgn11112231 2025-10-19T02:30Z 6434 followers, 2925 engagements
"@regissweeney_jr I've long been uncomfortable with the level of historical pricing they've taken and the go forward pricing needed to underwrite to make the math interesting. I'm stale though"
X Link @evrgn11112231 2025-10-19T04:43Z 6433 followers, XXX engagements
"@qcapital2020 Did you know they are about to blow all of their gross profit over the next few years on semicap"
X Link @evrgn11112231 2025-10-19T04:45Z 6434 followers, 2386 engagements
"@JerryCap @PrefShares Also Samsung about to go crazy spending on foundry too which is obviously good for ASML and marginal headwind for TSM (esp if they successfully take back some of QCOM and win some Mediatek business)"
X Link @evrgn11112231 2025-10-22T13:21Z 6434 followers, XXX engagements
"@chanjasper @The_Pro_Invest @KevinLMak @Fund_CDM @TihoBrkan Also you can't measure conviction today for one manager vs another in any other way beyond bet size imo"
X Link @evrgn11112231 2025-10-22T14:30Z 6434 followers, XXX engagements
"@Ambroise23968 @SafeCheapStocks @LongOnlyLarry He got blown up in 2021 then stopped shorting single names right before they all blew up in 2022"
X Link @evrgn11112231 2025-10-24T17:50Z 6434 followers, XXX engagements
"@_H_T_D @Ambroise23968 @SafeCheapStocks @LongOnlyLarry Unforced error. Dont get why you would do this if you are a billionaire just enjoy your money and maintain the mystique. Never meet your heroes folks"
X Link @evrgn11112231 2025-10-25T01:53Z 6434 followers, XXX engagements
"Its people who are actually risk averse and obsessed with being right and overconfident in their ability to predict real world probabilities (which are of course unknowable and untestable). And then open themselves up to huge break downside. Very good reason imo that few places do this anymore"
X Link @evrgn11112231 2025-10-25T03:28Z 6434 followers, XXX engagements
"@Flash_Capital_ @rev_cap @stevehou0 And whether fire or ice youll still be running Windows and Office pulling ChatGPT queries from azure running on GPUs and CPUs built at tsmc fabs patterned with asml tools. 🤣"
X Link @evrgn11112231 2025-10-25T18:08Z 6432 followers, XXX engagements
"@cmo040958 @TheLAPurchaser Lower quality mgmt and French too"
X Link @evrgn11112231 2025-10-25T19:34Z 6431 followers, XXX engagements
"Yes I actually think fundamental macro is super important but for me that stops at simple reasonable modal long term nominal gdp growth assumptions paired with a ton of detailed sector level work. And I dont really care about inflation bc most businesses I own have pricing power"
X Link @evrgn11112231 2025-10-25T19:55Z 6434 followers, XXX engagements
"Cycles dont determine whether or not a company is a monopoly. And whether or not they keep it is a function of the depth and direction of their moats and product substitution risk. Its a lot of work obviously to figure those things out but easy to just look at one example. ASML is the closest thing to a pure unregulated monopoly today that Im aware of. They were a latecomer to lithography in the 80s but by the late 90s they were a leader with differentiated tech - but still one of X players. By early 2000s that had whittled down to X then briefly thereafter X that could compete in most"
X Link @evrgn11112231 2025-10-25T21:50Z 6434 followers, XXX engagements
"I dont know of any examples like this in the 70s. You had dominant retailers but a lot of them got disintermediated. And lots of good industrial and consumer product conglomerates but not this level of dominant positioning and pricing power selling into a price inelastic end market growing secularly 2-3x GDP"
X Link @evrgn11112231 2025-10-25T21:55Z 6434 followers, XXX engagements
"@rev_cap @Ambroise23968 @0xHorseman @P_Remarks @sidprabhu $WMT kind of an interesting case study through the 70s. Tough X years post their ipo but fantastic investment over just about any time period post 1974"
X Link @evrgn11112231 2025-10-25T22:02Z 6434 followers, XXX engagements
"Also they are the only companies really levered to sustained secular growth sectors growing 2-3x gdp kind of forever. Yes with large operating leverage theoretically (much more so on the semi stuff now than the hyper scalers though). And most arent crazy expensive as a starting point. For the last two reasons and the increasing importance of scale and winner take all nature of semis and ai frankly I would find it very very difficult to justify ever allocating to VC over the Qs"
X Link @evrgn11112231 2025-10-26T18:48Z 6431 followers, XXX engagements
"@Fund_CDM @chanjasper @The_Pro_Invest @KevinLMak @TihoBrkan Who said conviction had to be well judged"
X Link @evrgn11112231 2025-10-27T00:23Z 6434 followers, XXX engagements
"@Fund_CDM @chanjasper @The_Pro_Invest @KevinLMak @TihoBrkan I didnt say it was valuable. I said position size is the best 3rd party measure of conviction of two managers one has"
X Link @evrgn11112231 2025-10-27T00:34Z 6432 followers, XXX engagements
"Conviction of course is valuable if you are right but only if you are big. A liability if you are wrong but again mostly only if you are big or if you stay in a bad bet longer than you should. Likewise a great bet isnt as valuable without conviction if you are too small due to your lack of it"
X Link @evrgn11112231 2025-10-27T00:36Z 6432 followers, XXX engagements
"@PythiaR @riddle245 yes the math on $TDG has always been stupid if you ever plugged into your model actually what you thought the business would really earn over time based on how you think it actually works"
X Link @evrgn11112231 2025-10-19T15:44Z 6431 followers, 1418 engagements
"@rev_cap Wirecard 5x'ing on me causing me to quit shorting was one of the best things that ever happened to me"
X Link @evrgn11112231 2025-10-28T00:21Z 6431 followers, XXX engagements