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@kanye8210 Kanye8210Kanye8210 posts on X about philips, klarna, $hmsp, what is the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance stocks technology brands countries currencies
Social topic influence philips, klarna, $hmsp, what is, $6753t, $teck, what are, indonesia, $pm, to the
Top accounts mentioned or mentioned by @pandawatch88 @taobanker @sfarringtonbkc @catnyanpital @praisekek @zoomyzoomm @orrdavid @moldvayendre @jnconkle @investroiss @ballsmeep @u308andy @cdpparodia @carlosmoram @obscurvaluation @theroichannel @thezackzhu @gruust @inatailhedged @grainjones
Top assets mentioned Klarna Group (KLAR) Teck Resources Limited (TECK) Philip Morris International Inc. (PM) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"@taobanker @jnconkle I looked briefly at those names. Gudang Garam just looks so undervalued in comparison if comparing their revenues. Bonus is that Philips Morris are involved in $hmsp though"
X Link 2025-12-01T02:45Z XXX followers, XXX engagements
"@the_zack_zhu What is your estimate of fair value for the shair price Also sharp observations you made there"
X Link 2025-12-04T13:31Z XXX followers, XXX engagements
"@BurggrabenH @BurggrabenH Bit unrelated but what are your thoughts on $TECK Also do you have a take on the proposed Anglo American merger Seems like a bad deal to me. Shareholder vote on December 9th"
X Link 2025-11-26T14:24Z XXX followers, XXX engagements
"@taobanker @jnconkle I could only access Indonesia through Philips Securities. They dont allow currency conversion to IDR or holding IDR in the account though. Ill end up paying 1.5-2% in fees for buying and selling🙃 Which tobacco u buying I bought a decent amount of Guram Garam"
X Link 2025-12-01T02:35Z XXX followers, XXX engagements
"@taobanker @jnconkle HMSP could be the better play. They sell Philip Morris e-products with close to XX% annual growth and higher margins Assuming they bounce back to XX% margins = P/E X or so - Safer earnings + growth through e-market Assuming Gudang Garam returns to 7-8% margins = P/E X or so"
X Link 2025-12-01T04:58Z XXX followers, XXX engagements
"@ShaleTier7 With regards to the 10-20usd thesis. I saw on EQTs Q3 investor presentation. We could see the scenario play out in a hot summer or winter I think this could play out tbh. Especially in scenarios with low renewables"
X Link 2025-12-07T04:40Z XXX followers, XX engagements
"@CatNyanpital They take a 3-6% merchant fee. Merchant accepts it since it drives more customers Loans are on avg. XX days for Klarna. They bear the credit-risk They cycle their funding capital XXXX times a year. Its a high volume game. I find it kinda interesting"
X Link 2025-12-08T07:41Z XXX followers, XX engagements
"@hiteshkar Id recommend reading LAZARDs LCOE reports. Gasturbines are still the lowest cost option in most regions. Solar + Wind in combination with batteries are competitive in certain states but it heavily depends on the already installed rates of it. Can find in the bottom of report"
X Link 2025-12-11T03:00Z XXX followers, XX engagements
"@the_zack_zhu @Metastate78 If you listen to Oracles Q2 earnings call. They mentioned Uber & Temu for huge Black Friday orders or something Basicly Temu using top tier US-AI/Cloud providers. - Might be an edge over the domestic Chinese players that use China based cloud-services"
X Link 2025-12-12T15:51Z XXX followers, XX engagements
"@pandawatch88 Inflation numbers imply consumption is doing decent no September-August saw some deflation which flipped to inflation in Oct-Nov"
X Link 2025-12-11T06:12Z XXX followers, XX engagements
"@Architect9000 @santabarbaralaw Thoughts on Klarna Coal Copper & Nat Gas"
X Link 2025-12-13T08:22Z XXX followers, XX engagements