@govro12 govro12

govro12 posts on X about $ri, $cuervo, $googl, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -52%
• [--] Month [------] -24%
• [--] Months [---------] +93%

Mentions: [--] #

• [--] Month [--] -96%
• [--] Months [---] +445%

Followers: [-----] #

• [--] Week [-----] +5.30%
• [--] Month [-----] +23%
• [--] Months [-----] +133%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 26.13% technology brands 19.82% finance 18.02% countries 13.51% cryptocurrencies 11.71% currencies 6.31% gaming 3.6% luxury brands 3.6% social networks 3.6% products 1.8%

Social topic influence $ri #5, $cuervo #3, $googl 7.21%, growth 5.41%, ai 5.41%, $rco 4.5%, level 4.5%, canada 4.5%, the first 4.5%, $deo 3.6%

Top accounts mentioned or mentioned by @memyselfandi006 @sutjesh @mikefritzell @gezzogero @evfcfaddict @pepiteseurope @betzeholic @davidkatunaric @googl @scaling01 @shotchange @rihardjarc @maxwellhouse99 @augustusville @atelicinvest @satsfilip @incomealligator @parkstreetbets @wintergemsnotec208831700utmsourcenotesshareactionra9wjo @quirkyforum

Top assets mentioned Robotics Intelligence (RI) Alphabet Inc Class A (GOOGL) Diageo plc (DEO) NVIDIA Corp. (NVDA) Banco Bradesco S.A. American Depositary Shares (BBD) CoreWeave, Inc (CRWV) Cipher (CPR) Microsoft Corp. (MSFT) Spotify Technology (SPOT) Wise (WISE) Synopsys, Inc. (SNPS) Fiserv, Inc. (FI) Trade Desk, Inc. (TTD)

Top Social Posts

Top posts by engagements in the last [--] hours

"Discl. only [--] japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8% Uniqlo Cheers. average up all the way on Aeroedge. Nintendo is a [----] pos okano is [----] pos https://twitter.com/i/web/status/1995507477484314912 https://twitter.com/i/web/status/1995507477484314912"
X Link 2025-12-01T14:57Z [----] followers, [----] engagements

"Of those Gerard Perrier should have the best [----] due to nuclear maintenance shutdown. Adding more today. For the other might add to $RCO. I have enough exposure - uncomfortable level of $RI and $Cuervo $CRWV"
X Link 2025-12-10T13:45Z [----] followers, [---] engagements

"@parkstreetbets I really though I had hit the bottom on $RI. I guess not lol. $RCO bought at book Still goes down. Still in the money for $LPE - [----] P/B but barely. $Cuervo I bought too much on the way up (20-24) . Should have spread purchase over a longuer time frame"
X Link 2025-12-10T13:51Z [----] followers, [---] engagements

"@memyselfandi006 Watching from the sideline $ADB $TSE:CSU falling into the abyss. of 20x earnings from 40x or 50x is kind of fun. Mission critical SW with zero tolerance to hallucination is still required. Hallucination is here to stay there is no advance in that aspect related to scaling"
X Link 2026-02-01T15:04Z [----] followers, [---] engagements

"@memyselfandi006 who makes the SW tools for bridges"
X Link 2026-02-02T14:41Z [----] followers, [---] engagements

"quick note on D-BOX $DBO q4 estimates and 3mo insider trading. https://substack.com/@wintergems/note/c-208831700utm_source=notes-share-action&r=a9wjo https://substack.com/@wintergems/note/c-208831700utm_source=notes-share-action&r=a9wjo"
X Link 2026-02-02T15:09Z [----] followers, [----] engagements

"$SAAB q4 out Book to Bill 3.6x Sales +34% EBIT +50%"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"@betzeholic @MikeFritzell Planning to do a post on all my [--] holding this week incl Capcom so stay tune http://www.wintergems.com http://www.wintergems.com"
X Link 2026-02-08T17:59Z [----] followers, [--] engagements

"@MikeFritzell Agree contrarian again . PS5 has outsold Switch [--] in [----] incl. Q4 - and this wont get better when GTA6 comes out. which wont be ported to Sw2 has too CPU weak. apparently"
X Link 2026-02-11T11:23Z [----] followers, [---] engagements

"@QuirkyForum Totally agree. Australia and Canada are collaborating on the over the horizon radar for the arctic. I see a tight Nordic alliance (Sweden Norway Finland Dennmark The Netherland and Germany) - UK and France are doing their own thing. then Pacific alliance Australia SK"
X Link 2026-02-11T11:29Z [----] followers, [---] engagements

"@SutjeSH think you need to drive your silver to the shop. :)"
X Link 2026-02-11T12:35Z [----] followers, [---] engagements

"@pepiteseurope @lionelwoodLLC Il y a une bonne partie en float vous avez raison mais c est un float trs stable - garantie bas sur la possession d environ [--] jours des transactions - [--] trillion divis par [---] iemme d une annee"
X Link 2026-02-12T18:51Z [----] followers, [--] engagements

"Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully"
X Link 2025-07-06T19:07Z [----] followers, [----] engagements

"@gezzogero @MikeFritzell Engine is one of the best industry I can think - This is my only engine play with rolls royce - sold safran ge due to overvaluation recently and to buy spirits"
X Link 2025-10-24T14:02Z [----] followers, [---] engagements

"The end of BIG debt cycle might be upon us but Enjoy the weekend $cuervo salud"
X Link 2025-10-31T20:07Z [----] followers, [----] engagements

"@Quality_stocksA I have owned $FI for about [--] month and sold $TTD a [----] buy just in time in January- dodge [--] bullets"
X Link 2025-11-03T13:58Z [----] followers, [----] engagements

"@scaling01 How Please help"
X Link 2025-11-04T16:52Z [----] followers, [----] engagements

"Luxury tax on private jets is abolished Bombardier experts 8more planes per year sold in Canada from this https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php"
X Link 2025-11-05T00:57Z [----] followers, [---] engagements

"fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵"
X Link 2025-11-07T15:55Z [----] followers, [----] engagements

"@SutjeSH when reality meets hype. I like as well $PERR - it just shows how storyline and hype often disapoints. I dont buy at all at the nuclear revival in USA nor in Europe. too much constraints. Japan might resume slowly turn off capacity - okano valve play but besides that. mhmm"
X Link 2025-11-12T14:10Z [----] followers, [---] engagements

"@RihardJarc Rihard. I think the main issue is how different is NVDA product with 800V archtecture rack and so. The data center build today for NVIDIA GB200 H100 and so on uses a classic 54V. So $msft is delaying purchase today to built new datacenter in a few years based on the 800V"
X Link 2025-11-13T13:47Z [----] followers, [----] engagements

"My top ugly 5: in order of lost money this year $RI -12% Spirits cost [----] $Cuervo -11% Spirits cost [--] Short $CRWV -7% NeoCloud sold at 84.7$ $PERR -13% Electr. Jan1 price: 89$ $RCO -5% Spirits cost [----] Shorting over-indebted neocloud and buying booze is not a popular trade. [--] years horizon on those. https://twitter.com/i/web/status/1998749927652962799 https://twitter.com/i/web/status/1998749927652962799"
X Link 2025-12-10T13:41Z [----] followers, [----] engagements

"@memyselfandi006 Johnny Walker is the largest whiskey/scotch brand in the world - owned by Diageo $DEO- and it will benefit from the FTA between UK and India signed in July. But Jameson is more popular in India than JW according to $RI"
X Link 2026-01-28T10:31Z [----] followers, [---] engagements

"@maxwellhouse99 Thanks for sharing your model Max. The co did underperform on theatrical system sales due the reason below - 5.8m compared to my own estimates. Also on royalties dip I think high pack action movie like Dune2 M.Impos. F1 do outperform over family movie like avatar Wicked"
X Link 2026-02-11T10:39Z [----] followers, [---] engagements

"@pepiteseurope Will be an orange lame duck 🦆after midterm so we just have to hold our nose until jan [----] - also suprme court might block"
X Link 2026-02-12T20:49Z [----] followers, [--] engagements

"@betzeholic @MikeFritzell Yes it will cover Capcom Sony Nintendo and possibly another one. Will be focused on japanese videogames. Still a few more days of work. Got sidetracked with all the many releases this week to analyse . Bombardier Adyen D-Box Spotify "
X Link 2026-02-13T22:19Z [----] followers, [--] engagements

"my understanding is that the wealthy in Netherlands has already move assets into a "Spaargeld B.V." (a savings corporation) which is imposed at roughly 20%. so it is really aiming the middle class @pepiteseurope"
X Link 2026-02-13T22:37Z [----] followers, [----] engagements

"@DB_Silver_Fox Great post strong conviction on $TFF and $RCO. I like that"
X Link 2025-07-26T22:01Z [----] followers, [---] engagements

"@MikeFritzell @gezzogero dont need a write-up to read an annual report"
X Link 2025-07-27T15:22Z [----] followers, [---] engagements

"@CapitalValor @LuchesiPhilippe The CEO said that we should be careful about st growth in dfense as big budget takes time to translate into revenue to suppliers like $perr - they currently have zero exposure to datacenter. Nothing personal I prefer neutral tone than Rosy sales pitch but rosy is widespread onc"
X Link 2025-07-27T18:48Z [----] followers, [---] engagements

"@evfcfaddict we have no overlap my friend - incredible considering how often we interact- I might be your contra so I am the the contra of that contra whatever it means :)"
X Link 2025-07-28T14:47Z [----] followers, [---] engagements

"Japan nuclear valve maker okano valve $6492 a double in [--] mo and big jump last few days any news - from a clueless foreigner investor CAN anyone help @gezzogero"
X Link 2025-08-29T23:48Z [----] followers, [----] engagements

"Might have to trim early next year on $GOOG - added earlier this year at 144-170$ range. Now 31% of portfolio"
X Link 2025-09-03T18:04Z [----] followers, [----] engagements

"disclosure:I initiated a POS at [---] yesterday + some today"
X Link 2025-09-11T21:58Z [----] followers, [---] engagements

"@rossiadam capital gains might have been one of the factor not to trim once you reach [--] baggers level :)"
X Link 2025-09-16T12:17Z [----] followers, [---] engagements

"@SebKrog alcool and barrels lol"
X Link 2025-09-18T13:01Z [----] followers, [---] engagements

"If you dont know what I am talking about listen to acquired podcadt on synopsis https://open.spotify.com/episode/3SgxUZfOyqO4A0UpM60r0csi=w7_PlesBTxyiWEQy77NmSg https://open.spotify.com/episode/3SgxUZfOyqO4A0UpM60r0csi=w7_PlesBTxyiWEQy77NmSg"
X Link 2025-09-18T15:39Z [----] followers, [---] engagements

"@memyselfandi006 Thanks I have been buying most European champions identified by @memyselfandi006 since [----] and so I was quite shocked when this master asked for this Q&A"
X Link 2025-09-29T20:41Z [----] followers, [---] engagements

"@Szew_invest just be 100% Eurokai and be done with it lol"
X Link 2025-10-04T16:18Z [----] followers, [---] engagements

"85% drop of us spirit exports to Canada - this is THE WAY"
X Link 2025-10-06T14:47Z [----] followers, [---] engagements

"@ecommerceshares WoW what happen with you I leave Twitter for 6mo and you have gone totally promotional lol 😛"
X Link 2025-10-08T01:44Z [----] followers, [---] engagements

"@memyselfandi006 If this get to be [---] bagger we will be living in a ocean of Jameson https://x.com/govro12/status/1976348495167836296 https://t.co/5hFSAWppyU https://x.com/govro12/status/1976348495167836296 https://t.co/5hFSAWppyU"
X Link 2025-10-09T19:54Z [----] followers, [---] engagements

"An update on $RI and $TFF and $BF https://substack.com/profile/17258244-govro12-wintergems-stocks/note/c-165376814r=a9wjo&utm_source=notes-share-action&utm_medium=web https://substack.com/profile/17258244-govro12-wintergems-stocks/note/c-165376814r=a9wjo&utm_source=notes-share-action&utm_medium=web"
X Link 2025-10-11T19:37Z [----] followers, [----] engagements

"The gap is wide even with Remitly $RELY. I understand that Remitly and Western Union handles smaller amount and deliver local currency gap but still.@memyselfandi006 Wise $WISE $WISE.L currently has the lowest take rate in the industry charging customers just 0.52%. Western Union's $WU take rate is 3.5% and Remitly's $RELY is 2.3%. This massive gap is primarily the result of Wises robust infrastructure. Why cant competitors replicate https://t.co/e8vy4KunaQ Wise $WISE $WISE.L currently has the lowest take rate in the industry charging customers just 0.52%. Western Union's $WU take rate is"
X Link 2025-10-18T19:05Z [----] followers, [----] engagements

"https://open.substack.com/pub/wintergems/p/spirits-landslide-and-champagne-supernovar=a9wjo&utm_medium=ios https://open.substack.com/pub/wintergems/p/spirits-landslide-and-champagne-supernovar=a9wjo&utm_medium=ios"
X Link 2025-10-19T20:50Z [----] followers, [---] engagements

"$cuervo q3. Mexican and RoW are drinking tequila while depressed USA consumers are not drinking as much. Deportation effect Very nice improvement in margin https://www.ircuervo.com/documents/reportes-trimestrales/2025/3Q25%20Earnings%20Release%20-%20Final.pdf https://www.ircuervo.com/documents/reportes-trimestrales/2025/3Q25%20Earnings%20Release%20-%20Final.pdf"
X Link 2025-10-23T14:15Z [----] followers, [----] engagements

"@david_katunaric $GOOG FCF was 24B$ this quarter not so bad this time. But of course I am totally bias since $GOOG is totally out of control and represents 34% of my portfolio. I think we are [--] year before some serious CAPEX pullback"
X Link 2025-10-29T22:53Z [----] followers, [----] engagements

"early this week I posted on a post on the investment thesis of $cuervo - did not sent an email since thin float. Still I got valuable feedback from @SutjeSH @augustusville & made some update. Here is an extract: http://wintergems.com http://wintergems.com"
X Link 2025-10-30T12:49Z [----] followers, [---] engagements

"@atelicinvest Why the hell would you pay that amount"
X Link 2025-11-02T19:39Z [----] followers, [---] engagements

"@atelicinvest I found reading the actual annual report the actual transcript you learn a lot more about the management culture information and so on that just getting a mumbo jumbo tone down summary without color"
X Link 2025-11-02T19:43Z [----] followers, [---] engagements

"@walnutavevalue @ArchivesDefense @ColbyBadhwar @PtkMoritz Excellent news [--] more planes In Germany - lets get saab Gripen5 build in Canada"
X Link 2025-11-02T19:57Z [----] followers, [---] engagements

"Portfolio Shuffle [----] by @Govro12 https://www.wintergems.com/p/portfolio-shuffle-2025r=a9wjo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.wintergems.com/p/portfolio-shuffle-2025r=a9wjo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-03T16:09Z [----] followers, [----] engagements

"@scaling01 Wish I could short this puppy"
X Link 2025-11-04T16:42Z [----] followers, [----] engagements

"@gezzogero Train operator chiba to tokyo + airport narita roe 20%"
X Link 2025-11-08T22:41Z [----] followers, [---] engagements

"Go to the source if you want data https://maps.nrel.gov/speed-to-power/data-viewervL=6834e82591241decedd4ef8c%2C682746c9d58843cf7876093e%2C6838ae2891241decedd4ef8f%2C685c736d77a7c73f0a473a5d&b=%5B%5B-138.189631%2C22.782078%5D%2C%5B-35.999335%2C51.854127%5D%5D https://maps.nrel.gov/speed-to-power/data-viewervL=6834e82591241decedd4ef8c%2C682746c9d58843cf7876093e%2C6838ae2891241decedd4ef8f%2C685c736d77a7c73f0a473a5d&b=%5B%5B-138.189631%2C22.782078%5D%2C%5B-35.999335%2C51.854127%5D%5D"
X Link 2025-11-10T14:45Z [----] followers, [---] engagements

"@oguzerkan This is tough to predict. Issue is that older TPUs / GPU might have to be turn off to put latest gen like ironwood /B100 on existing data enter retrofit with cooling system. This hasnt been done yet. imagine the pain but might be necessary in 2026"
X Link 2025-11-10T19:44Z [----] followers, [---] engagements

"thank you for letting me buy some cheap $CNR Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn"
X Link 2025-11-14T16:09Z [----] followers, [----] engagements

"@valuedrift Eurokai is getting the perfect storm (Gemini consortium moving big time away from HHLA Hambourg to EuroGate German ports) + tariff disruption creating logistics bottleneck very lucrative for storage revenue"
X Link 2025-07-16T20:49Z [----] followers, [---] engagements

"A key important piece of news (negative) of [----] of $MACF is provided by the my friend while all the other followers / hyper with deep dive remain silent. You now know who you can trust @SutjeSH . I will initiate a position on this one. 10x with steady 10t CAGR growth why not. For $MACF shareholders like me :-( For $MACF shareholders like me :-("
X Link 2025-07-17T13:52Z [----] followers, [----] engagements

"@cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest Who in the right mind would buy an italian microcap at 10% level Minority Shareholder rights is not fair the same with French"
X Link 2025-07-18T17:36Z [----] followers, [----] engagements

"$mcem A nice flyby video of the brand new 25MW solar plant next to the monarch cement plant in the beautiful Kansas This is huge Talk about infrastructure hard asset Kudos #mcem https://monarchcement.com/wp-content/uploads/News/solar%20field/2025%20Evergy%20Solar%20Field%20at%20Monarch.mp4 https://monarchcement.com/wp-content/uploads/News/solar%20field/2025%20Evergy%20Solar%20Field%20at%20Monarch.mp4"
X Link 2025-07-26T21:12Z [----] followers, [----] engagements

"leading fluid product distributor $thep has issued 1H results net income 22.248m -12% decent margin hold june sales up thermo pump accesoty plumbing getting better https://www.thermador-groupe.fr/wp-content/uploads/lettre-120-fr.pdf https://www.thermador-groupe.fr/wp-content/uploads/lettre-120-fr.pdf"
X Link 2025-07-29T19:29Z [----] followers, [----] engagements

"though q2 for $BBD in terms of delivery. The chaotic tariff month probably did not help. services was strong and Booking was the best booking (2.3) achieved by the co for the past 10y. This should be very for FCF in 2H. Link: https://bombardier.com/en/media/news/bombardier-second-quarter-performance-places-corporation-track-full-year-guidance-while https://bombardier.com/en/media/news/bombardier-second-quarter-performance-places-corporation-track-full-year-guidance-while"
X Link 2025-07-31T12:45Z [----] followers, [----] engagements

"Strong Q2 from $USLM US Lime and minerals another boring co with limestone quarry trading at fairly price. Small position for me"
X Link 2025-07-31T17:33Z [----] followers, [----] engagements

"Good take. Feels a lot like [----] to me - done that got the T-shirt lost my high tech job in [----]. March [----] would be [--] months away. Lets see. Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early [----]. Im still convinced it will take the wider economy yearsmaybe Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility"
X Link 2025-09-06T15:39Z [----] followers, [----] engagements

"When one of your high moat too expansive in your Watch list is cut in half $snps - i pay attention 👀"
X Link 2025-09-10T22:12Z [----] followers, [----] engagements

"@evfcfaddict Growth reasonbly priced is the way to go Small or large imo"
X Link 2025-09-12T21:31Z [----] followers, [---] engagements

"Today is a big day for me after investibg for 30+ years I was able to get my first 100bagger. Google @googl at 250$ is my first 100baggers it took [--] years and 1mo. I average up a few times including this year at [---] and [---]. Almost never sold except a few %. Now 33% of holding"
X Link 2025-09-15T20:43Z [----] followers, 75.3K engagements

"@TerryMHogan @googl Was just a fanatic user of google search then bought on the first day at a forward PE of [--] (option cost excl.)"
X Link 2025-09-16T12:38Z [----] followers, [----] engagements

"@hummingbird228 @googl Bought at lunch of the ipo day - 20x forward pe if you excluded the option cost (based in the S1) was growing at 100% rev and was a no brainer for me. Purchased at 100$ but some bought it at 88$ that day. 40to1 split. Market cap was around 20B if i recall"
X Link 2025-09-16T14:33Z [----] followers, [---] engagements

"@evfcfaddict patience and average up"
X Link 2025-09-19T17:50Z [----] followers, [---] engagements

"Okay when you have to invest 100B into one of your largest customer to buy your gear the Bubble is about to burst $NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN [----] $NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026"
X Link 2025-09-22T19:21Z [----] followers, [----] engagements

"I just shorted my first round of $Nvda and oracle just now - below 1% of total holding - this is the first round be careful"
X Link 2025-09-22T19:41Z [----] followers, [---] engagements

"Personal notes for future 1/2 1) LLM text based model scaling benefit is saturating 2) openAI first mover advantage against gemini is gone 3) gemini video AI solution is superior and provides broader application (robotdrivingconsumer) 4) Google can rely on TPU mostly"
X Link 2025-09-22T20:14Z [----] followers, [---] engagements

"Last time $RI was trading at 82EUR level was in [----]. In [----] sales were 7.9B down 6% from [----] operating inc 2B EPS was [----] trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -5% organic + EURO currency headwind + premium wine divesture"
X Link 2025-10-01T13:52Z [----] followers, [----] engagements

"my next post in wintergems will be a deep dive in the [--] strategic brands"
X Link 2025-10-01T13:56Z [----] followers, [---] engagements

"AI tech bubble smell a lot like [----] - fomo and excitement is at its highest level i have not seen before Time to go all in depressed beverage lol AND be careful"
X Link 2025-10-02T21:44Z [----] followers, [----] engagements

"putain de mrd +60% EPS Eurokai"
X Link 2025-10-04T16:15Z [----] followers, [----] engagements

"the good news is that after [--] horrible years in China for $RI with 10% and 20% decrease in 2023-24 and 2024-25 China represents just 8% of sales while raising India is now 13% and USA 19%. Mostly cognac specific weakness. $RI Pernod Ricard l'avis d'investir https://t.co/s1UOE0YDLW $RI Pernod Ricard l'avis d'investir https://t.co/s1UOE0YDLW"
X Link 2025-10-06T01:41Z [----] followers, [----] engagements

"$BBD recent estimates is that private jet flights are up 11% in September. $BBD delivered 25jets one wk before endSept so [--] is achievable. Defense opportunity in Germany and South Korea. $DOL will transform [---] stores of Rejectshop in Australia each year to align"
X Link 2025-10-06T12:00Z [----] followers, [---] engagements

"@capitalatrisk23 I never made a dollar a yen or a euro with robotic stocks this is highly cyclical and like chasing a rainbow. But i agree it should have stayed owned by europeans"
X Link 2025-10-08T13:32Z [----] followers, [---] engagements

"New post data from [--] annual reports on $RI please surf like me on a ocean of pessimism"
X Link 2025-10-09T15:31Z [----] followers, [----] engagements

"@evfcfaddict Very sharp Andy. Totally agree. Today my average of [--] stocks was -2.27%. $SNPS -9% since Trump is threatening SW restriction to China. $MELI $AMZN (high beta) -6% et.4.9%. $SPOT an Euronext was the only up stock. What was your worst and best today"
X Link 2025-10-11T15:03Z [----] followers, [----] engagements

"one of the best pitch (Ennismore) on $wise I have read for a long time. @memyselfandi006 check that out since I was too busy on $RI to dig further on $wise - they are some headwinds but this is well addressed by - 985pence today. A nice write-up by Ennismore Global Equity Fund in their recent letter on Wise $WISE --- https://t.co/4VsNOYjTzI A nice write-up by Ennismore Global Equity Fund in their recent letter on Wise $WISE --- https://t.co/4VsNOYjTzI"
X Link 2025-10-11T15:30Z [----] followers, [----] engagements

"These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%. $LVMH June might have been the bottom indeed Q3 numbers just out today and bottoming process in revenues clearly well underway with a +1% revenue growth YoY Ideally I'd want to see unit sold per category as it's important that stabilisation is done via volume and not just https://t.co/aLqhuzwjHo $LVMH June might have been the bottom indeed Q3 numbers just"
X Link 2025-10-14T16:50Z [----] followers, [----] engagements

"The maker of Catia (high end 3D cad) and solidworks havent trade at 20x for a very very long time"
X Link 2025-10-24T11:42Z [----] followers, [---] engagements

"@MikeFritzell @gezzogero I have kept only [--] japanese stocks after my foray in : Nintendo Aeroedge and Okano valve"
X Link 2025-10-24T12:53Z [----] followers, [---] engagements

"AI projection 1) frontier model improv. through scaling getting Small 2) inference becomes main cost 3) item [--] allows optim.& time to move LLM model to PC &iphone 4) cloud demand collapse for consumers new PC era a la 1980s 5) Apple Google duo hegemony"
X Link 2025-10-25T15:45Z [----] followers, [---] engagements

"@stonkmetal @evfcfaddict @augustusville this is perfect I just wanted to make sure that original SW is their main business. Adobe is interesting as well at this price"
X Link 2025-10-26T15:02Z [----] followers, [--] engagements

"Fact [--] : YouTube represents just 15% of Google revenue Fact2 : YT returns 55% to content provider up to 70% if fan fees so incl. Video streaming cost GM gets into 30% imo Fact3: overall GM of google is 60% Thus YT income is just 7% of google so Not a reason to buy it imo"
X Link 2025-10-26T21:19Z [----] followers, [---] engagements

"Incredible deep dive. I scan through it it looks amazing. I think they are more aggressive than costco. Costco is sticking with a 1400BP gross margin. They are too generous for the consumer This is my only concern Semi serious but the GM at 52BP in last Q is painful It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql"
X Link 2025-11-03T23:47Z [----] followers, [---] engagements

"Listening to q3 right now - will deliver their first mac [----] plane global [----] in q4 $BBD"
X Link 2025-11-06T13:16Z [----] followers, [---] engagements

"@JerryCap TSMC and Apple are isolated from that. Apple and Google are the [--] amigos. you let me own the device and I wont do search and AI. I'll do inference on the device. Probably bearish the most for oracle nvidia to a less degree AMZN(GCP) MSFT META (YT)"
X Link 2025-11-08T12:49Z [----] followers, [----] engagements

"@david_katunaric Hi Mikro : last [--] years shows that spirits is fine - wine and beer not so here is an extract from Campari slidedeck. Lack of transparency is what bugs me with $DEO https://x.com/govro12/status/1986824960002691342s=20 fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵 https://t.co/XtXM6YVfba https://x.com/govro12/status/1986824960002691342s=20 fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵 https://t.co/XtXM6YVfba"
X Link 2025-11-10T13:18Z [----] followers, [----] engagements

"@david_katunaric Great Its a better tradeoff- Always looking for comments from smart investors. for $DEO a new CEO is good but this takes time look at Starbucks still struggling. Johnny Walker and guinness are beast but the rest is a bit weak imo"
X Link 2025-11-10T13:35Z [----] followers, [---] engagements

"@contrarcap My cost is 2.5$ - 100$ on the first day - [--] split occurred a [--] to [--] around [----] - goog + googl + a [--] to [--] - so its a [---] bagger in [--] years"
X Link 2025-11-10T13:45Z [----] followers, [---] engagements

"Why it takes [--] days for the canadian market to react after the very positive news from $BBD the CAN market is often so slow. Note to myself never buy before a release"
X Link 2025-11-12T16:59Z [----] followers, [----] engagements

"4.2m net income +123% yoy magnifique $DBO @SutjeSH @memyselfandi006 h/t @maxwellhouse99 for pointing me to this old stock from my home town Discl long https://www.globenewswire.com/news-release/2025/11/12/3186918/0/en/D-BOX-Reports-Multiple-Record-Setting-Quarter-and-4-5-Million-Net-Profit-in-Second-Quarter-Fiscal-2026.html https://www.globenewswire.com/news-release/2025/11/12/3186918/0/en/D-BOX-Reports-Multiple-Record-Setting-Quarter-and-4-5-Million-Net-Profit-in-Second-Quarter-Fiscal-2026.html"
X Link 2025-11-12T23:23Z [----] followers, [----] engagements

"@RihardJarc I personnally think that $nvda wide change in supporting infrastructure (cooling 800v ) is so high that they might have created a gap too wide from existing data center that existing data center will simply not adopt their way and wont make the switch - TPU might be used instead"
X Link 2025-11-13T14:21Z [----] followers, [---] engagements

"this is what a nice turnaround look like - very smooth"
X Link 2025-11-13T15:26Z [----] followers, [---] engagements

"@memyselfandi006 Great update on $EUR (Eurokai) Thanks. Hamburg requires modernization right for expansion The 100m might be used for this. Rightmove is a great find at 20x earnings. Will start to investigate this one as well. On Wise I increased a bit my stake when it dropped to [---] moment"
X Link 2025-11-13T19:54Z [----] followers, [---] engagements

"though year. Real economy in USA is suffering. This translate into decline in one of the best cement co out there $MCEM Discl.: I like $MCEM but I exited mostly from $MCEM this summer after seeing operating decline to buy into growing opportunity and limit my USA exposure"
X Link 2025-11-15T13:39Z [----] followers, [----] engagements

"@dennisihong There is a non tech mantra within the WB club. I tried to convince disciples travelling to Omaha once a year to buy Google circa [----] all the way to [----] and they never did it"
X Link 2025-11-16T22:16Z [----] followers, [----] engagements

"The first days of January of often quiet and boring. so I hope you find this read in the danger zone entertaining and fun -www.wintergems.com"
X Link 2026-01-01T17:14Z [----] followers, [----] engagements

"When gezzogero gets bulish on a stock i pay attention. BTW okano valve still delivered above expection results 1/ AeroEdge ($7409.T) Manufacturer of low-pressure turbine blades for the LEAP engine (A320Neo 737MAX and C919) uniquely levered to multi-year order backlogs of the two best-selling narrow-body jets in the world. MC [----] B ($ [--] M) EV [----] B EV/EBIT 16.9x 1/ AeroEdge ($7409.T) Manufacturer of low-pressure turbine blades for the LEAP engine (A320Neo 737MAX and C919) uniquely levered to multi-year order backlogs of the two best-selling narrow-body jets in the world. MC [----] B ($ [--] M)"
X Link 2025-07-17T14:01Z [----] followers, [----] engagements

"@Abilitato_de Since Google is 25% of my portfolio here is my instant take: 90% search chrome 70% gmail US 75% streaming #1 Youtube Android 70% mobile OS 67% google map. LLM is on a decelerating - Google will invent the next AI scheme like they did with alphago Self learning & transformer"
X Link 2025-07-26T22:20Z [----] followers, [---] engagements

"2009 holding Dollarama - its been [--] years - keeps delivering. Latest Q2 results. SSS 4.9%. YoY sales +10% EPS +14%. First opening store in Mexico (80% ownership) now [---] stores in Australia"
X Link 2025-08-27T15:17Z [----] followers, [---] engagements

"@memyselfandi006 @googl Thanks the management (Larry Sergei duo) and Sundar is key to hold during the threats (2008 Bing Apps iPhone social nw FB mobile no search tiktok search [----] chatgpt bing duo). Hopefully mgt of eurokaiBombardier thermador will give us good reasons to hold anoth [--] years"
X Link 2025-09-16T11:44Z [----] followers, [----] engagements

"surveiller: Bombardier Air Canada et Dollarama https://www.lesaffaires.com/bourse/a-surveiller/a-surveiller-bombardier-air-canada-et-dollarama/ https://www.lesaffaires.com/bourse/a-surveiller/a-surveiller-bombardier-air-canada-et-dollarama/"
X Link 2025-10-06T11:46Z [----] followers, [---] engagements

"@gezzogero The land transportation is a good turf az-com also has high roe $9090"
X Link 2025-11-08T22:29Z [----] followers, [---] engagements

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