@wolfofharcourt Wolf of Harcourt Street
Wolf of Harcourt Street posts on X about $adyen, $evo, $meli, $uber the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +71%
- [--] Month [-------] +207%
- [--] Months [---------] +68%
- [--] Year [---------] -5.50%
Mentions: [--] #
- [--] Week [--] +142%
- [--] Month [---] +72%
- [--] Months [---] -1.90%
- [--] Year [-----] -14%
Followers: [------] #
- [--] Week [------] +0.01%
- [--] Month [------] +0.13%
- [--] Months [------] +13%
- [--] Year [------] +29%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 61.47% technology brands 31.19% finance 23.85% automotive brands 5.5% countries 3.67% social networks 2.75% cryptocurrencies 1.83% financial services 1.83% events 0.92% travel destinations 0.92%
Social topic influence $adyen #4, $evo #1, $meli #33, $uber #689, evo #267, $nu 11.01%, $se 11.01%, $amzn 9.17%, $rbrk 8.26%, $asml 8.26%
Top accounts mentioned or mentioned by @maxthecomrade @joinyellowbrick @stonkmetal @contrarianright @bia42175 @fundasyinvestor @renesellmann @aretardinvestor @tbstockinvestor @atelicinvest @vanhove_pieter @returnsjourney @lukacapital @uber @adyen @theraymyers @sergitm12 @europeandgi @lennart54613183 @tickertalk1
Top assets mentioned Evotec SE (EVO) MercadoLibre Inc (MELI) Uber Technologies, Inc. (UBER) NuCypher (NU) Sea Limited (SE) Amazon.com, Inc. (AMZN) Rubrik, Inc. (RBRK) Metadium (META) AbbVie Inc (ABBV) Microsoft Corp. (MSFT) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Cloudflare, Inc. (NET) Texas Instruments (TXN) Diageo plc (DEO) Duolingo, Inc. (DUOL) Robinhood Markets, Inc. (HOOD) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM)
Top Social Posts
Top posts by engagements in the last [--] hours
"@stonkmetal Every. Single. Time. I see it all the time with $MELI too. Most folks on here dont understand Fintech"
X Link 2026-02-15T15:31Z 19.3K followers, [----] engagements
"One angle I dont see discussed in the SaaS sell off: Everyone is focused on customers vibecoding their own tools. The bigger risk large platforms launching cheaper competing products at near marginal cost. Distribution wins. Most enterprises would rather deal with one vendor than manage [--] or [--]. Much bigger threat in my view. https://twitter.com/i/web/status/2023146582623801831 https://twitter.com/i/web/status/2023146582623801831"
X Link 2026-02-15T21:25Z 19.3K followers, [----] engagements
"The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues"
X Link 2024-04-09T11:35Z 19.3K followers, 51.8K engagements
"$DEO taking price gouging to the next level. Leave our Guinness alone"
X Link 2026-01-14T23:08Z 19.3K followers, [----] engagements
"$RBRK at $56 the market is pricing in 19% annual growth for the next decade via an inverse DCF. Baby being thrown out with the bathwater here when it comes to enterprise SaaS"
X Link 2026-01-29T19:52Z 19.3K followers, 23.7K engagements
"@ReturnsJourney The comparison with $AMZN $2.5 Trillion market cap vs $100 Billion for $MELI. Decades of growth remaining given where e-commerce and digital payments penetration is today in LatAm relative to the US"
X Link 2026-01-29T23:08Z 19.3K followers, [----] engagements
"Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO Three positions I added to current buy list and general thoughts on market opportunities and diversification. Full review👇 https://twitter.com/i/web/status/2017566715354185929 https://twitter.com/i/web/status/2017566715354185929"
X Link 2026-01-31T11:52Z 19.3K followers, [----] engagements
"@e_commerce_king Been in $SE with years"
X Link 2026-02-02T15:37Z 19.3K followers, [---] engagements
"$PLTR earnings are insane quarter after quarter Good example of why its not always the best idea to short solely based on valuation Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of"
X Link 2026-02-02T21:14Z 19.3K followers, [----] engagements
"$PYPL the writing for this one has been on the wall for years. Shareholders refused to acknowledge that its lunch was getting eaten from all angles and now are massive baggies. What a shock.turns out $PYPL is a shitco after all. What a shock.turns out $PYPL is a shitco after all"
X Link 2026-02-03T15:30Z 19.3K followers, [----] engagements
"Gentle reminder $PYPL $ADYEN The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients"
X Link 2026-02-03T15:32Z 19.3K followers, [----] engagements
"@Vanhove_Pieter @Andan_swe This 👆"
X Link 2026-02-03T16:30Z 19.3K followers, [---] engagements
"This is an epic ad. Shots fired at OpenAI. https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"
X Link 2026-02-04T20:45Z 19.3K followers, [----] engagements
"@contrarianright I always opt for conservative assumptions when it comes to valuation. Baking in a currency tailwind is an optimistic assumption that I would not personally make"
X Link 2026-02-06T19:40Z 19.3K followers, [--] engagements
"$INPST taken private for just [-----] Incredibly disappointing for the current shareholders. Price far too low considering its IPO was [-----] [--] years ago"
X Link 2026-02-09T09:07Z 19.3K followers, [----] engagements
"@stonkmetal Mine is very modest bought in [----] but averaged down in 2025"
X Link 2026-02-09T09:20Z 19.3K followers, [---] engagements
"@LukaCapital @oost_marcel @Uber @Adyen Lets gooooo"
X Link 2026-02-09T15:24Z 19.3K followers, [--] engagements
"$ADYEN and $UBER 🤝 @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h"
X Link 2026-02-09T15:27Z 19.3K followers, [----] engagements
"The biggest bear case for $META might literally be global population decline. Sustaining this level of Daily Active People growth at this scale is incredible. And before the its just bots crowd arrive check ad impressions and pricing. Bots dont drive real monetisation"
X Link 2026-02-09T19:07Z 19.3K followers, [----] engagements
"Calling this chart misleading is generous. Buybacks and dividends are optional they can be switched off overnight. Finance 101: you fund growth first capex and reinvestment come before any shareholder returns. Dividends and buybacks are whats left after that. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"
X Link 2026-02-09T20:43Z 19.3K followers, [----] engagements
"@TheRayMyers I think itll work out better for $ADYEN over the long term unified payment infrastructure as distribution is a moat nobody else can compete with"
X Link 2026-02-10T09:07Z 19.3K followers, [---] engagements
"@FundasyInvestor Unified payments platform as an infrastructure distribution moat"
X Link 2026-02-10T09:38Z 19.3K followers, [---] engagements
"$ADYEN is undervalued. Current market cap of $45 billion for context. Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6 Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6"
X Link 2026-02-10T11:34Z 19.3K followers, [----] engagements
"Chart looks like the stock price $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T12:15Z 19.3K followers, [----] engagements
"@ReneSellmann @stonkmetal Any hypothesis More sure that it will go through"
X Link 2026-02-10T18:11Z 19.3K followers, [---] engagements
"$EVO price back to where it was a week ago before the earnings sell off. Interesting"
X Link 2026-02-10T18:26Z 19.3K followers, 10.4K engagements
"One word answer: Agent Rewind $RBRK The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj"
X Link 2026-02-10T19:11Z 19.3K followers, [----] engagements
"@a_living_fossil Adyen certainly does not trade at single digits. Important differentiation between legacy payments and modern fintech"
X Link 2026-02-10T20:13Z 19.3K followers, [---] engagements
"@sergitm12 The line between gambling and pure betting is becoming more and more blurred each day"
X Link 2026-02-11T09:03Z 19.3K followers, [--] engagements
"$EVO mandatory read is out A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu"
X Link 2026-02-11T12:06Z 19.3K followers, [----] engagements
"@AretardInvestor Football and tennis are not the same they are forms of sport. Same as the comparison I made. Show me where I said people who play live casino are going to stop because of prediction markets. Point of the original post has went over your head"
X Link 2026-02-11T19:53Z 19.3K followers, [---] engagements
"2. Take Rate $ADYEN take rate continues to climb as Cash App volumes were low margin"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements
"@joe_oa Thanks the lack of a capital allocation policy is probably the most frustrating part of this one"
X Link 2026-02-12T21:18Z 19.3K followers, [---] engagements
"$HOOD might well be the biggest threat to $EVO in the US so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI"
X Link 2026-02-10T23:05Z 19.3K followers, [----] engagements
"One of things I admire most about $MELI is its paranoia culture. This culture uses a sense of paranoia to constantly push for improvement and innovation. @marcos_galperin nails the downfall of $PYPL here"
X Link 2026-02-03T20:26Z 19.3K followers, [----] engagements
"$EVO is a humble reminder that it can always get worse than you think it can"
X Link 2026-02-05T18:32Z 19.3K followers, 12.2K engagements
"$UBER operating leverage is a thing of beauty Another quarter of record operating income as the operating margin doubles from 6% to 12% within the space of [--] months"
X Link 2026-02-06T16:48Z 19.3K followers, 10.1K engagements
"$AMZN AWS revenue growth accelerated to 24% the fastest pace since Q3 [----] and the third straight quarter of acceleration. Now a $142B run rate business despite capacity constraints. Order backlog reached $244B in Q3 up from $200B a year ago"
X Link 2026-02-06T16:57Z 19.3K followers, 17.2K engagements
"$NU Investment Thesis After spending the past six months researching the company here is my take on $NU If you find the content valuable a RETWEET really helps 🙏 Link below 👇"
X Link 2024-06-27T12:04Z 19.3K followers, 135.1K engagements
"Its official $MELI has recovered and surpassed the pre earnings high Cant keep a good stock down"
X Link 2024-11-25T22:13Z 19.3K followers, 11.6K engagements
"Been saying this for some time now but AI is going to be a huge tailwind to a business like $ADYEN. A single unified platform sitting on an ocean of monetisable data. $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to +6%) and lower transaction costs (up to -3%) by reducing friction and optimizing payment methods 📈🤖 https://t.co/Fog7OFL9Wi $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to"
X Link 2026-02-11T19:05Z 19.3K followers, [----] engagements
"$ADYEN H2 [----] Earnings in Charts Shares sank 21% on results. Here are [--] standout visuals from the quarter: [--]. Processed Volume +12% or +19% excluding large customer (Cash App) the impact will be lapped next period. https://twitter.com/i/web/status/2022039045656985751 https://twitter.com/i/web/status/2022039045656985751"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements
"3. Revenue +17% as $ADYEN manages its business to net revenue not volumes"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements
"4. Geographical Revenue Growth LatAm +34% is a very material acceleration $ADYEN is gaining market share"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements
"7. Free Cash Flow $ADYEN is swimming in cash with [---] billion of net cash on its balance sheet. Not deploying this cash is becoming a questionable capital acquisition decision. I would very much welcome a buyback at these levels"
X Link 2026-02-12T20:04Z 19.3K followers, [----] engagements
"The scalability of $EVO has always been a core strength. But employee utilisation may have peaked in Q3 [----] with average revenue per FTE falling for [--] straight quarters. Have we hit the floor yet or is there further to go"
X Link 2026-02-15T14:56Z 19.3K followers, [----] engagements
"@TBstockinvestor Thats true but we should see the average cost per FTE increase in that scenario also. What matters is the spread. At the moment the average revenue is dropping but the costs are creeping up"
X Link 2026-02-15T17:32Z 19.3K followers, [---] engagements
"@Bia42175 Yup lots of previous competitive forces will be eroded but I still dont think SMEs will vibecode their own solutions. Distribution will become the most important factor"
X Link 2026-02-15T21:34Z 19.3K followers, [---] engagements
"@atelicinvest Humans are inherently lazy. Up to this point the laziness manifested in not having to move. Amazon Netflix Uber all big beneficiaries over the past decade. Next itll be not having to even think anymore. What a world we are about to enter"
X Link 2026-02-15T22:52Z 19.3K followers, [---] engagements
"@atelicinvest I dont really see non tech native companies vibe coding though do you And there are infinitely more non tech companies than tech companies. Most SMEs outsource their IT department"
X Link 2026-02-15T23:07Z 19.3K followers, [---] engagements
"$EVO is my best performing stock of [----] Let's see how long this lasts"
X Link 2025-01-02T12:30Z 19.3K followers, 14.9K engagements
"Which Semi stock outperforms over the next [--] years $AMD $ASML $NVDA $TSM Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA"
X Link 2025-01-28T10:38Z 19.3K followers, [----] engagements
"$EVO Q4 [----] Earnings in Charts - a Thread Here are [--] of the most eye-catching: [--]. Live Tables"
X Link 2025-02-02T11:12Z 19.3K followers, 36.4K engagements
"Build-A-Bear $BBW saw same-day deliveries increase tenfold following the partnership with $UBER. On-demand delivery remains a huge opportunity"
X Link 2025-03-16T09:22Z 19.3K followers, 14.5K engagements
"I was reviewing the portfolio over the weekend and noticed an interesting observation: [--] of the [--] best-performing positions in [----] operate entirely outside of the U.S. and another operates predominantly outside the U.S. $SE $MELI $NU $ADYEN"
X Link 2025-05-25T12:21Z 19.3K followers, 10.1K engagements
"$NVDA Q1 earnings call: $UBER is a leader in NVIDIA's foundational model for humanoid robots Cosmos World"
X Link 2025-05-29T11:01Z 19.3K followers, 17.2K engagements
"Current Priority Watchlist Wise $WISE Axon $AXON Hermes $RMS Coupang $CPNG Hims & Hers $HIMS What's on yours"
X Link 2025-06-01T11:08Z 19.3K followers, 16.4K engagements
"@FromValue Respectfully disagree that valuation doesnt matter. No need to chase stocks plenty of opportunities out there. Its all relative"
X Link 2025-06-21T13:50Z 19.3K followers, [---] engagements
"Shopee's Dominance in Southeast Asia's E-Commerce Market The $128 billion market opportunity for $SE $BABA $BUKA $AMZN and others. Read the full article 👇 https://twitter.com/i/web/status/1943992306165854694 https://twitter.com/i/web/status/1943992306165854694"
X Link 2025-07-12T11:14Z 19.3K followers, [----] engagements
"Why doesn't the $NET CEO just focus on his own company rather than bashing others in a completely unnecessary and arrogant way"
X Link 2025-07-28T07:07Z 19.3K followers, [----] engagements
"This weeks earnings Portfolio $SE $ADYEN $NU Together they make up almost a quarter of my portfolio. Big week ahead"
X Link 2025-08-10T06:41Z 19.3K followers, [----] engagements
"Portfolio Review - August [----] $MELI $SE $META $AMZN $ADYEN $NU $MSFT $ASML $ABBV $EVO $UBER $V $INPST $RBRK $TXN $NIO $HD One new position one complete sale to lock in profits two positions I added to and current buy list. Full review👇"
X Link 2025-08-30T11:53Z 19.3K followers, 11.3K engagements
"$MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better pricing. Targeting higher order frequency larger volumes and bigger billing"
X Link 2025-09-06T11:36Z 19.3K followers, 18.2K engagements
"$NU has been named Best Digital Bank globally by Finovate The reward is recognition of $NU customer-first approach innovative tech and mission to make finance more accessible. https://twitter.com/i/web/status/1966050621649465581 https://twitter.com/i/web/status/1966050621649465581"
X Link 2025-09-11T08:06Z 19.3K followers, [----] engagements
"Ecommerce in LatAm is still in the early innings. Penetration is only mid-teens nearly a decade behind the US. $MELI is leading the shift with forecasts calling for the market to grow 54% from $151B in [----] to $232B by 2028"
X Link 2025-09-14T13:02Z 19.3K followers, 23.2K engagements
"$EVO golden cross formation 🤔"
X Link 2025-09-20T14:01Z 19.3K followers, 13.1K engagements
"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 [----] earnings call https://twitter.com/i/web/status/1973700707506405843 https://twitter.com/i/web/status/1973700707506405843"
X Link 2025-10-02T10:44Z 19.3K followers, [----] engagements
"$EVO downgraded by JPMorgan to Underweight (PT cut to SEK675 from SEK830) JPM cites: Structurally lower growth ahead Ongoing Asia & Europe challenges FY26+ rev & EBITDA cut 5% (now 8-11% below consensus) Valued at 7x vs current 9.5x"
X Link 2025-10-03T06:30Z 19.3K followers, 10.5K engagements
"$EVO looks like iGaming is not as easy as it sounds"
X Link 2025-10-06T08:28Z 19.3K followers, 24.5K engagements
"@venusinox1 Cheers"
X Link 2025-10-12T08:26Z 19.3K followers, [--] engagements
"Portfolio Review - October [----] $MELI $AMZN $SE $META $NU $ADYEN $ASML $MSFT $RBRK $ABBV $UBER $INPST $EVO $V $NIO $TXN Three positions I added to one position I sold and current buy list. Full review 👇"
X Link 2025-11-01T18:55Z 19.3K followers, 13.7K engagements
"$EVO Q&A with Head of IR How durable is Evolutions moat Whats really happening in grey markets And how is management thinking about communication Read the full piece 👇 https://twitter.com/i/web/status/1987097678636064998 https://twitter.com/i/web/status/1987097678636064998"
X Link 2025-11-08T09:59Z 19.3K followers, 21.4K engagements
"Portfolio Review - November [----] $MELI $NU $AMZN $SE $META $ADYEN $ASML $MSFT $ABBV $RBRK $UBER $V $EVO $INPST $NIO Three positions I added to and current buy list. Full review 👇 https://twitter.com/i/web/status/1994745039650787366 https://twitter.com/i/web/status/1994745039650787366"
X Link 2025-11-29T12:27Z 19.3K followers, 13.3K engagements
"@AretardInvestor @portseido Cheers most cost basis on $ADYEN is half the current price"
X Link 2025-11-29T20:48Z 19.3K followers, [---] engagements
"$RBRK Congrats to all fellow shareholders who were buying in the $70s"
X Link 2025-12-05T14:33Z 19.3K followers, 21.5K engagements
"Portfolio Review - December [----] $MELI $AMZN $META $NU $SE $ADYEN $ASML $RBRK $UBER $ABBV $MSFT $V $INPST $EVO $NIO Two positions I added to Q4 and YTD performance and current buy list. Full review👇"
X Link 2025-12-31T11:47Z 19.3K followers, [----] engagements
"The new Portseido Year in Review update is such a great feature. What gets measured gets managed. Product Monthly Update for January [----] Did you beat the market last year 🏆 Your [----] Year In Review is now live We've summarized your performance portfolio allocation top buy & sell and balance breakdown. Click the " 2025" icon to get your report and export your https://t.co/i8uwXSgYYj Product Monthly Update for January [----] Did you beat the market last year 🏆 Your [----] Year In Review is now live We've summarized your performance portfolio allocation top buy & sell and balance breakdown. Click"
X Link 2026-01-06T23:41Z 19.3K followers, [----] engagements
"Another banger of an article from @systematicls https://t.co/xTGa5EC1aM https://t.co/xTGa5EC1aM"
X Link 2026-01-11T21:24Z 19.3K followers, [----] engagements
"The market and my portfolio are at all time highs yet Im seeing more opportunities than ever. Ive already added to [--] positions this month. As my buddy @European_DGI says its a market of stocks not a stock market"
X Link 2026-01-27T20:25Z 19.3K followers, [----] engagements
"@European_DGI Yes it demonstrates how sector diversification impacts opportunities. There is always a sector or two that are out of favour for whatever reason"
X Link 2026-01-27T20:38Z 19.3K followers, [---] engagements
"$ASML Thats it thats the tweet"
X Link 2026-01-28T08:45Z 19.3K followers, [----] engagements
"To anyone who still thinks $META cant monetize their CapEx. Just go look at their numbers. The people who say $META can't monetize their CapEx should look into how consistently & materially they've used these investments to extract more engagement & monetization from their core apps. AI is already putting this financial engine on its back. Quarter after quarter. The people who say $META can't monetize their CapEx should look into how consistently & materially they've used these investments to extract more engagement & monetization from their core apps. AI is already putting this financial"
X Link 2026-01-28T22:08Z 19.3K followers, [----] engagements
"@KairosPraxis Cyber SaaS is most insulated from AI disruption. Backup is subtractive risk management requiring independence while AI tools are additive. Even with internal AI enterprises still need trusted third-party backup"
X Link 2026-01-29T19:57Z 19.3K followers, [----] engagements
"@dolores_capital Revenue alone will grow by 30% for the next couple of years and that does not factor in faster FCF growth as the business scales and matures"
X Link 2026-01-29T21:26Z 19.3K followers, [----] engagements
"@MaxTheComrade Yup have some write ups on Substack. Link in bio. Let me know if you cant find them should be able to just search"
X Link 2026-01-30T14:27Z 19.3K followers, [---] engagements
"@MaxTheComrade No thoughts to be honest. Both outside my wheelhouse. Parked in the too hard pile"
X Link 2026-01-30T14:36Z 19.3K followers, [---] engagements
"@MaxTheComrade Yup"
X Link 2026-01-30T14:47Z 19.3K followers, [---] engagements
"@MaxTheComrade Not core to my thesis. I suspect itll be aimed at the large Hispanic population though. Interesting to see how it plays out though"
X Link 2026-01-30T17:58Z 19.3K followers, [---] engagements
"@MaxTheComrade $MELI and $NU are my bets but $SE has some exposure too. Almost 25% of the portfolio in $MELI and $NU so happy with that allocation"
X Link 2026-01-30T18:32Z 19.3K followers, [---] engagements
"- Three positions I added to - Buy list - General thoughts on market opportunities and diversification https://www.thewolfofharcourtstreet.com/p/portfolio-review-january-2026 https://www.thewolfofharcourtstreet.com/p/portfolio-review-january-2026"
X Link 2026-01-31T11:52Z 19.3K followers, [----] engagements
"RT @wolfofharcourt: Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO"
X Link 2026-02-01T11:24Z 19.3K followers, [--] engagements
"@FundasyInvestor I am just looking at the cold hard data. Sure you or I may not use it but its clear that there are so many more that are. Wont get into the ethics of companies because thats very personal to each investor and each to their own but I wouldnt let that cloud things"
X Link 2026-02-02T19:54Z 19.3K followers, [---] engagements
"@Stockfins Nope nothing its importance is only going to increase with AI"
X Link 2026-02-06T08:58Z 19.3K followers, [--] engagements
"@contrarianright You can model the future however you like but cash is what counts. What Evolution actually receives in is what can be returned to shareholders. Adjusted revenue does not fund dividends or buybacks"
X Link 2026-02-06T17:20Z 19.3K followers, [--] engagements
"Sunday thought: Is $MELI starting to become a consensus name Im seeing so much more talk about the stock recently and its close to its all time high. Not necessarily a bad thing but an observation. Preferred buying at $700 when nobody else cared"
X Link 2025-06-08T12:58Z 19.3K followers, 17.6K engagements
"Happy Easter to all that celebrate If you are enjoying some chocolate there is a good chance its owned by one of the below 🍫 $MDLZ $NESN.SW $UA $GIS $HSY"
X Link 2023-04-09T11:07Z 19.3K followers, [----] engagements
"The Rule of [--] Used as a comparison metric for high growth SaaS companies that are not yet profitable Rule states that a company's revenue growth rate plus profitability margin should be equal to or greater than 40% $FVRR $CRWD $DDOG $API $DOCU $NET $TDOC $U $PLTR $FSLY"
X Link 2021-02-28T11:59Z 19.3K followers, [---] engagements
"Evolution AB Investment Thesis After spending the past number of months researching the company here is my take on $EVO $EVVTY If you find the content valuable a RETWEET really helps 🙏 Link below 👇"
X Link 2023-10-12T11:27Z 19.3K followers, 250.9K engagements
"$EVO has been ramping up buybacks as the share price fell over the past week. It has gone from buying [-----] shares a day to over [-----]. Things you absolutely love to see"
X Link 2024-08-08T10:42Z 19.3K followers, 21.8K engagements
"$NU Q3 [----] Earnings in Charts - a Thread Here are [--] of the most eye-catching: [--]. Customers"
X Link 2024-11-16T11:13Z 19.3K followers, 113.6K engagements
"🚨 $EVO Insider Buy Jacob Claesson bought [----] shares in at a price of SEK [------] per share a transaction of SEK [----] million"
X Link 2024-12-27T13:32Z 19.3K followers, 25.7K engagements
"🚨 $UBER and $NVDA announce partnership to advance autonomous driving technology using AI solutions Uber's extensive trip data will be combined with NVIDIA's Cosmos platform and DGX Cloud to enhance AI model development for autonomous vehicles. Let's go"
X Link 2025-01-07T08:39Z 19.3K followers, 46.5K engagements
"Three years ago you could have invested in $INTC at just 14x forward earnings or $NVDA at 45x forward earnings. The returns: $NVDA: +503% $INTC: -55% As Terry Smith said "Owning good companies is more important than owning undervalued companies.""
X Link 2025-01-22T09:57Z 19.3K followers, 54.1K engagements
"$UBER Analyst Updates Oppenheimer $85 to $100 🟢 Citic Securities $90 to $93 🟢 Loop Capital $86 to $89 🟢 Current price: $77 The big guys always jump in after the run. Where were they when we were buying at $60"
X Link 2025-02-12T12:21Z 19.3K followers, 15.2K engagements
"$MELI announces first distribution centre in Peru This move seeks to accelerate shipments in [--] hours expand the assortment of products and thus optimize the shopping experience of thousands of users in the country. MELI will be delivering up to Machu Picchu at this rate"
X Link 2025-08-19T13:20Z 19.3K followers, 12.7K engagements
"$ASML is back at [---] and this book arrived this morning 📘 Its a good start to Monday"
X Link 2025-09-22T07:22Z 19.3K followers, 32.1K engagements
"$MELI fell 6% yesterday as $AMZN made its most aggressive move in Brazil since entering the market. From Sept [--] to Dec [--] right in Black Friday season $AMZN is resetting all storage and shipping fees for Fulfillment by Amazon. For new sellers the push is even bolder: no logistics charges no commissions and reimbursements for other costs. In short joining $AMZN marketplace is practically free. This looks like a strong play to lure sellers away from $MELI but heres the catch: beating $MELI requires more than aggressive promos. $MELI has spent years building out logistics and fulfillment"
X Link 2025-10-02T10:11Z 19.3K followers, 73.3K engagements
"$MELI JP Morgan trims $MELI PT to $2600 from $2700 keeps Neutral The note is bullish on $SE seeing Shopee gaining ground in Brazil. While Shopees GMV is 40% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"
X Link 2025-10-04T12:18Z 19.3K followers, 19.3K engagements
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