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@ramahluwalia Avatar @ramahluwalia Ram Ahluwalia CFA, Lumida

Ram Ahluwalia CFA, Lumida posts on X about solar, capital gains, investment, credits the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% social networks XXXX%

Social topic influence solar #1549, capital gains #73, investment 5.56%, credits 5.56%, i am 5.56%, if you 3.7%, $ice #59, $spgi #16, $meta #360, the world XXX%

Top accounts mentioned or mentioned by @lumidawealth @laurashin @sixsigmacapital @sama @kevihaiceth @0xamol @thelawrenceyan @10009nyny @gorr1ceth @fundstrat @gaspermx310262 @gordonjohnson19 @apompliano @billackman @badenglishtea @lucaskirkaldy @askjussi @biomita @midnightcaptl @alexkolicich

Top assets mentioned Decentral Games ICE (ICE) S&P Global Inc (SPGI) Metadium (META) Skywest Inc (SKYW) DAOLaunch (DAL) United Airlines Holdings, Inc. (UAL) Apple, Inc. (AAPL) EQT, Corp. (EQT) Microsoft Corp. (MSFT) BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) Spacemesh (SMH) First Solar, Inc. (FSLR) Elastic N.V. (ESTC) Atlassian Corporation PLC (TEAM) PagSeguro Digital Ltd. (PAGS) Metaplex (MPLX) Royalty Pharma plc Class A Ordinary Shares (RPRX) Centrifuge (CFG) MPLX LP (MPLX) Alphabet Inc Class A (GOOGL) Applied Materials, Inc. (AMAT)

Top Social Posts

Top posts by engagements in the last XX hours

"DID TIGER GLOBAL KILL VENTURE There are some industries like the airline industry where the saying you are as smart as your dumbest competitor is relevant. In the airline industry you have price competition. If you are off-market you cant fill the plane. You need to match the price of your dumb competitor or planes fly empty. In venture you also have price competition. You dont win the deal unless you pay the top price. And its imperative you get in the winning names - because a handful of winners generate the bulk of industry returns. That competitive dynamic sets up The Winners Curse. Ever"
X Link 2025-12-10T01:42Z 48.1K followers, 3288 engagements

"INVESTOR TIP: SETUPS Here are a few setups I look for. X. The No News Sell Off A stock is down for no discernible reason. The peer group is still performing and both peers & name remain in an uptrend. $SKYW is an example of that vs $DAL and $UAL X. Thematic Sell Off This is when a theme is in a correction. But earnings growth remains strong as is management guidance. In this scenario you buy the highest quality company the Mercedes Benz in the field. An example: bank core processors have all sold off. The best in the field is Fiserv: $FI X. Narrative Sell Off This is when earnings growth and"
X Link 2025-09-19T02:00Z 48.1K followers, 7983 engagements

"Take a look at Apple's valuation. Not sure who is buying at these levels but you have the confidence of Tiger Global in 2021. $AAPL"
X Link 2025-11-19T21:00Z 48.1K followers, 8171 engagements

"Investing Tip: Not all assets respond the same way to technical analysis. I call this the CFA Level X curriculum. You may see why we bought both $ICE and $SPGI last Friday using this logic"
X Link 2025-11-27T00:50Z 48.1K followers, 7799 engagements

"Happy Thanksgiving. Im deeply grateful for the privilege to serve as a steward of your capital. Investing is an act of Trust. That trust is earned slowly and tested often and we never take it for granted. To invest on someones behalf is to shoulder the volatility and carry the emotional load of markets so you dont have to. Its a duty we embrace. Our job is to stay steady when the world feels unsteady to make disciplined decisions when the noise is loudest and to protect your ability to pursue what matters most: family purpose and the freedom to choose your path. This year reminded me that"
X Link 2025-11-27T22:27Z 48.1K followers, 10.5K engagements

"EVERY DAY UP this Thanksgiving week. Thats something else to be grateful for :) We bot these quality compounders noted below last Fri: $SPGI and $ICE also bot $MSFT and $META and in the datacenter and nat gas space: $EQT Many names and themes should do well now thru year end. The best businesses in the world went on sale so were focused there. I expect well get to ATHs by year end. A lot of capital exited the market these last few weeks and are now falling over themselves to get back in. Thats why we have this string of gains. If the Fed does not cut then that wont happen. Rate cut"
X Link 2025-11-28T20:59Z 48.1K followers, 6735 engagements

"TRUMP BUMP Back in 2024 I shared a thesis called the Trump Bump Now I am seeing evidence after the blue sweep in October that markets are starting to discount a DNC win in Congress. 1) Whats the biggest winner since those elections Healthcare stocks. 2) How is Solar doing $FSLR is cranking. 3) Day care service providers $BFAM is cranking off the lows post election. 4) $META brought on UFC chief and Trump friend Dana White on its board and terminated a DNC aligned advisor after the election. Meta had an unusual sell off post election. 5) Digital Assets have sold off hard post election results."
X Link 2025-12-02T00:40Z 48.1K followers, 12.3K engagements

"THE DEATH OF SAAS IS GREATLY EXAGGERATED Mongo DB is up XX% after reporting. This is more evidence that the bottom is in for software stocks. We believe $ESTC and $TEAM are direct beneficiares of AI adoption. If you can flip from bearish to bullish based on incoming data and stay mentally flexible you're doing it right"
X Link 2025-12-02T12:46Z 48.1K followers, 14.9K engagements

"@Bio_Mita many can be found with a screener I own $MPLX $RPRX $REPX $CFG check IG status this is off the top of my head with corporates earnings and dividends grow over time too sovereign debt is bananas"
X Link 2025-12-03T03:36Z 48.1K followers, XXX engagements

"TECH & EVOLUTION OF DATING (Lessons from Art Basel) X. The rise of AI-generated content is creating greater demand for authenticity. Raw unfiltered humanity is the new luxury good. X. Women say they want the techno-optimist future-building mission-driven guy but a disproportionate number of those guys lean politically conservative or at least anti-woke. That creates an immediate values clash. Its a real issue in NYC less so in Miami where the transients self select. X. Social clubs dinner series and invite-only house parties are exploding because apps continue to wane. Curated in-person"
X Link 2025-12-04T03:31Z 48.1K followers, 4982 engagements

"This should be retitled to Investing in OpenAI at a half a trillion valuation looks insane I spent time in SF with folks around Google and OpenAI yesterday will share more The valuation altitude"
X Link 2025-12-06T16:28Z 48.1K followers, 7274 engagements

"Last week I wrote a thread on how to cut capital gains tax substantially. @LumidaWealth are taking advantage of these and other strategies you may never have realized existed. Ill drop a thread tomorrow on how the Solar ITC strategy works"
X Link 2025-12-06T22:31Z 48.1K followers, 1081 engagements

"IPO SEASON & ANIMAL SPIRITS In poker there is an expression called playing tight. Its an environment where you have a competitive market and should be far more selective. Tis that season. IPO season is waning. There will be another IPO spurt for Databricks and Anthropic who is ever so skillfully front-running OpenAI. Back in 2021 we saw a flurry of over-priced deals with lack of valuation discipline. In the last several months there are several deals that can only be described as egregiously over priced. Notice many Animal Spirit names are not back to ATHs despite the S&P essentially there."
X Link 2025-12-07T02:54Z 48.1K followers, 7710 engagements

"CAN YOU CUT YOUR TAX BILL IN HALF The wealthy use this tactic to slash their income and capital gains taxes. Have you heard of solar investment tax credits Theyve just completely changed. Heres how it works and how you can take advantage 👇"
X Link 2025-12-07T17:12Z 48.1K followers, 3817 engagements

"The Big Beautiful Bill started to phase out solar credits on your own home and on large buildings. But added even MORE tax breaks for those installing panels on other Americans' homes for another couple years"
X Link 2025-12-07T17:12Z 48.1K followers, XXX engagements

"Disclaimer: Solar ITC discussions are for informational purposes only and not personalized investment tax or financial advice. Investing involves risk including loss of principal. Tax laws may change. Consult your advisor. Not an offer to buy or sell securities"
X Link 2025-12-07T17:12Z 48.1K followers, XXX engagements

"Investor Tip: How is it possible for the S&P XXX to out-run GDP growth year after year Is that sustainable Take a step back. 2023: S&P up 20%+ 2024: S&P up XX% 2025: S&P up XX% How is this possible GDP hasn't kept pace. We have deficits wars etc. This is your self-test to understand markets. Bill Gross famously got this wrong - the link between GDP and market returns - a decade ago. Think about it for a minute before reading on. The S&P can and will out-run GDP growth due to Earnings Growth. Where does it come from X. Operating Leverage: A company can grow revenue X% but earnings will go up"
X Link 2025-12-07T22:19Z 48.1K followers, 8502 engagements

"Bloomberg: Homeowners Rush to Get Expiring Solar Tax Credits Bloomberg has an article on another strategy involving Solar Investment Tax Credits. I am using this personally to cut the taxes on the substantial gains we made from the 8X gains investing in CoreWeave pre-IPO. Does your wealth manager have a clue how these work Your accountant My guess is no. Thats one of the reasons why I founded @lumidawealth"
X Link 2025-12-06T22:30Z 48.1K followers, 8664 engagements

"BACK TO THE SAM ALTMAN TOP The market subtracted X% and then added back X% after that horrendous interview. A few perceptions are different now: (1) Midterm election risk (2) Quite a few Semiconductors have never been more expensive (see $AMAT for example) (3) AI is Eating the World is facing competition from AI Slop is Flooding My Feed (4) The market is recognizing that incumbents (like Google) are much better positioned than well-backed AI startups at stratospheric valuations That doesn't help the semiconductor capex story. (5) There are questions about capex sustainability outside of Mag 7"
X Link 2025-12-08T02:29Z 48.1K followers, 11.5K engagements

"@patrick_oshag are we not building a dysonsphere at the n-th limit"
X Link 2025-12-09T19:23Z 48.1K followers, 33.6K engagements

"FSD 21: How to hedge the Fed rate cut cheaply"
X Link 2025-12-09T22:00Z 48.1K followers, 2098 engagements

"BET AGAINST BETA I feel bad for the folks that bought the Monday market futures gap up interpreting that as a buy signal rather than as an opportunity to reduce risk. Reminds me of this guy on the bike. The S&P is down two days sequentially after a nice Thanksgiving period rally. I am inclined to protect capital after a nice multi-week gain in consumer discretionary Under the surface large tech names are giving up ground and the XX year is creeping up. Mr Market needs to digest. High beta names look extended. The X-Mas Gift from the Fed was the pre-announced Dec cut. X-Mas arrived early."
X Link 2025-12-10T02:25Z 48.1K followers, 3171 engagements

"FSD 22: Semiconductor Top"
X Link 2025-12-11T14:54Z 48.1K followers, 1315 engagements