# ![@0xtechquity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1923743709767847936.png) @0xtechquity Techquity

Techquity posts on X about business, strong, in the, $bmi the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1923743709767847936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923743709767847936/c:line/m:interactions.svg)

- [--] Week [------] -70%
- [--] Month [-------] +69%
- [--] Months [-------] +751%

### Mentions: [--] [#](/creator/twitter::1923743709767847936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923743709767847936/c:line/m:posts_active.svg)

- [--] Month [---] +6.80%
- [--] Months [---] +311%

### Followers: [-----] [#](/creator/twitter::1923743709767847936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923743709767847936/c:line/m:followers.svg)

- [--] Week [-----] +1%
- [--] Month [-----] +29%
- [--] Months [-----] +380%

### CreatorRank: [-------] [#](/creator/twitter::1923743709767847936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923743709767847936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  77.7% [finance](/list/finance)  30.94% [cryptocurrencies](/list/cryptocurrencies)  15.83% [technology brands](/list/technology-brands)  13.67% [luxury brands](/list/luxury-brands)  5.04% [automotive brands](/list/automotive-brands)  5.04% [countries](/list/countries)  2.88% [financial services](/list/financial-services)  #787 [gaming](/list/gaming)  0.72% [fashion brands](/list/fashion-brands)  0.72%

**Social topic influence**
[business](/topic/business) 10.79%, [strong](/topic/strong) 7.91%, [in the](/topic/in-the) 7.19%, [$bmi](/topic/$bmi) #1, [meter](/topic/meter) #612, [stocks](/topic/stocks) 5.04%, [$spgi](/topic/$spgi) #92, [$now](/topic/$now) 4.32%, [$cmg](/topic/$cmg) 4.32%, [$adyen](/topic/$adyen) 4.32%

**Top accounts mentioned or mentioned by**
[@clarifinance](/creator/undefined) [@profpiscou](/creator/undefined) [@ncheronbourse](/creator/undefined) [@fluentinquality](/creator/undefined) [@apprendensemble](/creator/undefined) [@lorisdalleau](/creator/undefined) [@invest091](/creator/undefined) [@tacticzh](/creator/undefined) [@julientechinvst](/creator/undefined) [@divcroissant](/creator/undefined) [@moningcofr](/creator/undefined) [@0xtechquitynotep172185014r6djt9cutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@0xtechquitynotep173087842r6djt9cutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@thetranscript](/creator/undefined) [@qualityequities](/creator/undefined) [@realroseceline](/creator/undefined) [@jordanmontel](/creator/undefined) [@fuckthedip](/creator/undefined) [@divsking](/creator/undefined) [@qualitystocksa](/creator/undefined)

**Top assets mentioned**
[Bridge Mutual (BMI)](/topic/$bmi) [S&P Global Inc (SPGI)](/topic/$spgi) [Now Coin (NOW)](/topic/$now) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Ferrari N.V. (RACE)](/topic/$race) [Msci Inc (MSCI)](/topic/$msci) [AME Chain (AME)](/topic/$ame) [ServiceNow Inc (NOW)](/topic/servicenow) [ResMed Inc. (RMD)](/topic/$rmd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Stryker Corporation (SYK)](/topic/$syk) [KEYS (KEYS)](/topic/$keys) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Autodesk Inc (ADSK)](/topic/$adsk) [Marriott International Inc (MAR)](/topic/$mar) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Zoetis Inc (ZTS)](/topic/$zts) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Mastercard, Inc. (MA)](/topic/$ma) [Moody's Corporation (MCO)](/topic/$mco) [Ross Stores, Inc. (ROST)](/topic/$rost) [Copart, Inc. (CPRT)](/topic/$cprt) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Paychex, Inc. (PAYX)](/topic/$payx) [ELYSIA (EL)](/topic/$el) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Starbucks Corporation (SBUX)](/topic/$sbux) [McDonald's Corp (MCD)](/topic/$mcd) [Arista Networks Inc (ANET)](/topic/$anet) [Dropbox, Inc. (DBX)](/topic/$dbx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"💧 The Badger Meter $BMI pivot to a SaaS-based model is looking beautiful"  
[X Link](https://x.com/0xtechquity/status/2012470037576114609)  2026-01-17T10:20Z [----] followers, [---] engagements


"@NCheron_bourse Totalement et de mon ct je suis investi sur Badger Meter $BMI Jai fait un article en franais pour ceux qui veulent dcouvrir cette bien belle entreprise 🥰👇 New article alert 🚨 Water technology rarely makes headlines yet one company is quietly shaping the future of smart infrastructure. 🔍 Badger Meter $BMI - Inside the Rise of a Hidden Leader in Smart Water Management. ENGLISH 👉 Read the full article here: https://t.co/jZv4Lz9UBO New article alert 🚨 Water technology rarely makes headlines yet one company is quietly shaping the future of smart infrastructure. 🔍 Badger"  
[X Link](https://x.com/0xtechquity/status/2020470784133681568)  2026-02-08T12:12Z [----] followers, [---] engagements


"Having a watchlist in the stock market is essential. Here are [--] ideas worth keeping an eye on 👇 💻 ServiceNow $NOW workflow automation and enterprise software powerhouse. 🫀 TransMedics Group $TMDX revolutionizing organ transplantation tech. 🐶 IDEXX Laboratories $IDXX leader in veterinary diagnostics and pet health. 💼 Paychex $PAYX payroll HR and benefits services for small businesses. https://twitter.com/i/web/status/1990422673789489343 https://twitter.com/i/web/status/1990422673789489343"  
[X Link](https://x.com/0xtechquity/status/1990422673789489343)  2025-11-17T14:12Z [----] followers, 18.1K engagements


"Do you want an underrated company ResMed $RMD is a leader in sleep and respiratory technology 🌙💨. They make devices and software that help millions breathe better and sleep better every night. A quiet giant in a growing industry. With health tech booming (Apple Watch) an aging population and rising obesity trends ResMed has strong growth potential for years to come. https://twitter.com/i/web/status/1992250216146141244 https://twitter.com/i/web/status/1992250216146141244"  
[X Link](https://x.com/0xtechquity/status/1992250216146141244)  2025-11-22T15:14Z [----] followers, [---] engagements


"Happy to share you this nice article 👇 $RMD needs more visibility Just published an article on Resmed $RMD Great company not afraid to disrupt itself great growth and returns and a virtual monopoly granted by the FDA It ain't so rosy as it looks though Find it in the usual place. https://t.co/HEOTwNhovP Just published an article on Resmed $RMD Great company not afraid to disrupt itself great growth and returns and a virtual monopoly granted by the FDA It ain't so rosy as it looks though Find it in the usual place. https://t.co/HEOTwNhovP"  
[X Link](https://x.com/0xtechquity/status/1996292894378881183)  2025-12-03T18:58Z [----] followers, [----] engagements


"🧵 Thread EssilorLuxottica $EL The Quiet Giant Behind Your Glasses You probably wear their products every day without even realizing it. Your glasses your sunglasses maybe even your eye exam theres a good chance EssilorLuxottica is behind it. Lets look at how this company quietly became the undisputed leader in eyewear sitting at the crossroads of healthcare fashion and even tech. 1/8 https://twitter.com/i/web/status/2002317552245002750 https://twitter.com/i/web/status/2002317552245002750"  
[X Link](https://x.com/0xtechquity/status/2002317552245002750)  2025-12-20T09:58Z [----] followers, [----] engagements


"🍔☕ Food stocks over the last [--] years with $10k invested Same industry very different results: 🔹 $TXRH +494% 🔹 $DPZ +341% 🔹 $CMG +262% 🔹 $MCD +243% 🔹 $SBUX +83%"  
[X Link](https://x.com/0xtechquity/status/2002509320156852319)  2025-12-20T22:40Z [----] followers, [----] engagements


"Arista Networks $ANET is the quiet giant powering the cloud ☁ 🔥 These numbers are just absolutely insane 25%+ revenue CAGR for [--] years 40%+ operating margin and zero debt"  
[X Link](https://x.com/0xtechquity/status/2004862232883339628)  2025-12-27T10:29Z [----] followers, [---] engagements


"Texas Roadhouse $TXRH A road trip into American dining culture 🥩 Its one of the best-run restaurant businesses in the US. Lets break it down👇 A THEAD 🧵 1/10"  
[X Link](https://x.com/0xtechquity/status/2005235840646340919)  2025-12-28T11:14Z [----] followers, [---] engagements


"MSCI $MSCI is a carnivorous stock 🦁 The setup is perfect for 2026"  
[X Link](https://x.com/0xtechquity/status/2006070164408647939)  2025-12-30T18:29Z [----] followers, [----] engagements


"Autodesk $ADSK Like Adobe for design but for everything thats built buildings machines movies 🏗🎬 Architects engineers product designers movie studios if its made Autodesk helped make it. [--] Everyone learns it in school hard to switch. [--] Subscriptions steady revenue high margins. [--] More users more plugins and integrations impossible to leave. 30+ years quietly shaping how the world creates. https://twitter.com/i/web/status/2006811216061280514 https://twitter.com/i/web/status/2006811216061280514"  
[X Link](https://x.com/0xtechquity/status/2006811216061280514)  2026-01-01T19:34Z [----] followers, [---] engagements


"☁ Dropbox $DBX Not good. 🥶"  
[X Link](https://x.com/0xtechquity/status/2006837765904937076)  2026-01-01T21:19Z [----] followers, [---] engagements


"2026 is shaping up to be one of the biggest moments in gaming history: the release of GTA VI 🎮🔥 And for Take-Two $TTWO this goes way beyond a simple game launch. GTA V wasnt just successful it became a once-in-a-generation phenomenon. 💯 Millions of copies sold a game people are still playing years later and an online mode that never stopped generating cash. Rockstar has a rare ability: they dont just release games they shape culture. 💸 With GTA VI expectations are massive. Not just for day-one sales but for what comes after: a living world years of updates online features and recurring"  
[X Link](https://x.com/0xtechquity/status/2008203083554386416)  2026-01-05T15:45Z [----] followers, [----] engagements


"🛏 Marriott International $MAR The quiet power of hospitality Hotels dont usually scream compounder. Cyclical capital-intensive exposed to travel trends. And yet Marriott has quietly built one of the STRONGEST business models in global hospitality 💎 Lets break it down 👇 A THREAD 🧵 1/11 https://twitter.com/i/web/status/2009195158538006893 https://twitter.com/i/web/status/2009195158538006893"  
[X Link](https://x.com/0xtechquity/status/2009195158538006893)  2026-01-08T09:27Z [----] followers, [---] engagements


"Marriott $MAR has been an incredible opportunity even with COVID 🏨✨ Look at the resilience on this chart: Total Return: +460% 📈 CAGR: 18.8% Take a look to my thread 👇 🛏 Marriott International $MAR The quiet power of hospitality Hotels dont usually scream compounder. Cyclical capital-intensive exposed to travel trends. And yet Marriott has quietly built one of the STRONGEST business models in global hospitality 💎 Lets break it https://t.co/kHEMpNcskV 🛏 Marriott International $MAR The quiet power of hospitality Hotels dont usually scream compounder. Cyclical capital-intensive exposed to"  
[X Link](https://x.com/0xtechquity/status/2009339571817906237)  2026-01-08T19:01Z [----] followers, [---] engagements


"Its only a matter of time before Adyen surpasses PayPal 🔥 Adyen is now valued by investors almost on par with PayPal. Net revenue $ADYEN [--] billion (+23%) $PYPL $31.8 billion (+7%) Net Profit $ADYEN [---] million (+32%) $PYPL $4.15 (-2%) Price/Earnings $ADYEN 45.8x $PYPL 11.6x Processed Volume $ADYEN [-----] billion (+33%) $PYPL https://t.co/m9IKtmIBTB Adyen is now valued by investors almost on par with PayPal. Net revenue $ADYEN [--] billion (+23%) $PYPL $31.8 billion (+7%) Net Profit $ADYEN [---] million (+32%) $PYPL $4.15 (-2%) Price/Earnings $ADYEN 45.8x $PYPL 11.6x Processed Volume $ADYEN 1.286"  
[X Link](https://x.com/0xtechquity/status/2009934765701370337)  2026-01-10T10:26Z [----] followers, [---] engagements


"🏥 Stryker $SYK One of the quietest and strongest compounders in healthcare. A beautiful business riding powerful long-term demographic trends Lets break it down 👇 A THREAD 🧵 1/11"  
[X Link](https://x.com/0xtechquity/status/2011378911645724944)  2026-01-14T10:04Z [----] followers, [----] engagements


"Stryker Corporation is a masterclass in dividend growth 📈 Look at that Dividend Per Share evolution: 🔹Dec '15: $1.4 🔸LTM: $3.3 That is a +139.94% total increase in your payout over [--] years 🤯🤯🤯 Take a look to my presentation of the company 👇 🏥 Stryker $SYK One of the quietest and strongest compounders in healthcare. A beautiful business riding powerful long-term demographic trends Lets break it down 👇 A THREAD 🧵 1/11 https://t.co/zIfAOsggU5 🏥 Stryker $SYK One of the quietest and strongest compounders in healthcare. A beautiful business riding powerful long-term demographic trends"  
[X Link](https://x.com/0xtechquity/status/2011521700358201846)  2026-01-14T19:32Z [----] followers, [---] engagements


"$MSCI is back at $600 😎"  
[X Link](https://x.com/0xtechquity/status/2012172699615871058)  2026-01-16T14:38Z [----] followers, [----] engagements


"@NCheron_bourse Schneider ⚡ $SU"  
[X Link](https://x.com/0xtechquity/status/2012208998485733377)  2026-01-16T17:03Z [----] followers, [----] engagements


"✈ Dassault Aviation $AM A rare European industrial champion ⚔ The company is now benefiting massively from recent paradigm shifts: rising geopolitical tensions renewed pressure from Russia and Europes growing desire for strategic and defense independence from the U.S. Lets break it down 👇 A THREAD 🧵 1/10 https://twitter.com/i/web/status/2012871012963025303 https://twitter.com/i/web/status/2012871012963025303"  
[X Link](https://x.com/0xtechquity/status/2012871012963025303)  2026-01-18T12:53Z [----] followers, [----] engagements


"The biggest risk for ResMed is not GLP-1 drugs investors should pay closer attention to Apnimed a biotech company developing oral treatments for obstructive sleep apnea that could potentially disrupt $RMD"  
[X Link](https://x.com/0xtechquity/status/2013237153958862855)  2026-01-19T13:08Z [----] followers, [---] engagements


"@TacticzH SpaceX Revolut And Stripe because I own some $ADYEN"  
[X Link](https://x.com/0xtechquity/status/2014345051032240454)  2026-01-22T14:30Z [----] followers, [---] engagements


"Having a watchlist in the stock market is essential. Here are [--] ideas worth keeping an eye on 👇 💻 ServiceNow $NOW software that helps large organizations automate and run their internal workflows. 🧪 Medpace $MEDP a focused clinical research partner trusted by biotech companies. 🏭 AMETEK $AME a high-quality industrial business growing quietly through niche leadership and smart acquisitions. 📢 The Trade Desk $TTD a major player in digital advertising independent from the big platforms. https://twitter.com/i/web/status/2014707442752332148 https://twitter.com/i/web/status/2014707442752332148"  
[X Link](https://x.com/0xtechquity/status/2014707442752332148)  2026-01-23T14:31Z [----] followers, [---] engagements


"🛡 Rollins $ROL The ULTIMATE defensive compounder many investors overlook. Reliable performance recurring revenue and resilience through economic cycles. Lets break it down 👇 A THREAD 🧵 1/11"  
[X Link](https://x.com/0xtechquity/status/2015019523196301819)  2026-01-24T11:11Z [----] followers, [----] engagements


"$RACE Very interesting thoughts Completely agree with Rose I dont expect Ferrari to be some miraculous [--] bagger from here like $PLTR. Its not that kind of story but I also dont think it needs to be. If the company continues doing what it has done for decades modest production steady price increases strong margins and careful I dont expect Ferrari to be some miraculous [--] bagger from here like $PLTR. Its not that kind of story but I also dont think it needs to be. If the company continues doing what it has done for decades modest production steady price increases strong margins and careful"  
[X Link](https://x.com/0xtechquity/status/2015038096362876985)  2026-01-24T12:24Z [----] followers, [----] engagements


"Ferrari $RACE valuation is reaching COVID lows 👀"  
[X Link](https://x.com/0xtechquity/status/2015400684120608917)  2026-01-25T12:25Z [----] followers, [----] engagements


"🐶 Zoetis $ZTS Valuation looks attractive at these levels"  
[X Link](https://x.com/0xtechquity/status/2015404115388465311)  2026-01-25T12:39Z [----] followers, [----] engagements


"Did you notice The Power of the Live Nation $LYV Ecosystem 🏟 Most people look at Revenue but the real story is in the Operating Income. It's a masterclass in "High-Volume" feeding "High-Margin." 👇 🔸Concerts: 82% of Revenue but only 25% of Profits. It's the engine that brings the crowd in. 🔸Ticketing: 12% of Revenue but 44% of Profits. The real cash cow. 🔸Sponsorship: Only 5% of Revenue but a massive 31% of Profits. Pure asset-light margin. ➡ What is VERY interesting here: Live Nation accepts the low-margin grind of organizing events just to secure the exclusive right to sell the"  
[X Link](https://x.com/0xtechquity/status/2015529227949367696)  2026-01-25T20:56Z [----] followers, [---] engagements


"Ferrari $RACE 🏎💎 To me Ferrari and Herms are the only two "true" luxury brands worth holding forever. They don't just sell products; they sell dreams. Why I like Ferrari: 🔹Pure Luxury: You don't just buy a Ferrari you wait for one. Their pricing power is unmatched. 🔹The Electric Shift: Their first EV is coming soon. If anyone can make an electric car feel emotional and legendary its them. Also electric models will likely remain a small percentage of their total sales. 🔹F1 Comeback: With the [----] rule changes and Hamilton joining the Scuderia is heading back to the top. Ferrari isnt a car"  
[X Link](https://x.com/0xtechquity/status/2015791082567516547)  2026-01-26T14:17Z [----] followers, [----] engagements


"@FluentInQuality We need to wait longer for the next earnings. Zoetis needs a bit of recovery and needs to prove that its moat is resilient"  
[X Link](https://x.com/0xtechquity/status/2016083641344966689)  2026-01-27T09:39Z [----] followers, [--] engagements


"🐶 Zoetis $ZTS has been struggling with slowing growth and renewed competitive pressures this cycle even seeing guidance revised and rating cuts from analysts. Meanwhile Virbac $VIRP a smaller animal health specialist just posted solid organic revenue growth and strong [----] guidance showing resilience and momentum in a tough market. ➡ Virbac is a French animal health company dedicated exclusively to veterinary medicine. From vaccines and parasiticides to diagnostics and nutrition for pets & livestock. It operates in 100+ countries and is one of the largest players in the space. Interesting to"  
[X Link](https://x.com/0xtechquity/status/2016157748980023809)  2026-01-27T14:34Z [----] followers, [---] engagements


"🌍 MSCI $MSCI Q4 [----] Operating revenues of $822.5 million up 10.6%; Organic operating revenue growth of 10.2% Recurring subscription revenues up 7.5%; Asset-based fees up 20.7% Operating margin of 56.4%; Adjusted EBITDA margin of 62.2% Diluted EPS of $3.81 down 2.3%; Adjusted EPS of $4.66 up 11.5% New recurring subscription sales up by 11.7%; Organic recurring subscription Run Rate growth of 7.7%; Retention Rate of 93.4% In full year [----] and through January [--] [----] a total of $2470.0 million or [-------] shares were repurchased at an average repurchase price of $559.85 In fourth quarter 2025"  
[X Link](https://x.com/0xtechquity/status/2016479311365091498)  2026-01-28T11:51Z [----] followers, [----] engagements


"$NOW ServiceNow 🤖 SCANDALOUS"  
[X Link](https://x.com/0xtechquity/status/2016805052556464170)  2026-01-29T09:26Z [----] followers, [----] engagements


"🗑 Waste Management $WM [----] Outlook Waste Management expects solid revenue growth in [----] mainly driven by pricing and cost control with modest volume growth. Acquisitions should add around $65M in revenue and $25M in adjusted EBITDA. Sustainability businesses (recycling and renewable energy) are expected to grow though lower commodity prices may limit gains. Healthcare Solutions should grow about 3% with improving margins. The company plans continued shareholder returns including a higher dividend $2B in share buybacks and disciplined investments while keeping leverage under control."  
[X Link](https://x.com/0xtechquity/status/2016817326679576750)  2026-01-29T10:14Z [----] followers, [---] engagements


"🚗 $UBER Who is buying"  
[X Link](https://x.com/0xtechquity/status/2016975579413721563)  2026-01-29T20:43Z [----] followers, 10.3K engagements


"🏠 The Home Depot $HD The quiet backbone of the American economy. One of the most powerful retail businesses ever built. Lets break it down 👇 A THREAD 🧵 1/9"  
[X Link](https://x.com/0xtechquity/status/2017180928699715970)  2026-01-30T10:19Z [----] followers, [---] engagements


"Resmed $RMD 😴 Such a beautiful business very underrated in my opinion. Stock is up +2% 🟢 after earnings last night"  
[X Link](https://x.com/0xtechquity/status/2017186980308697339)  2026-01-30T10:43Z [----] followers, [---] engagements


"AMERICAN EXPRESS $AXP 💳 Q4 [----] 🔸AMERICAN EXPRESS FY [----] REVENUES INCREASED 10% 🔸FY [----] EARNINGS PER SHARE ROSE TO $15.38 🔸Q4 CARD MEMBER SPEND GREW 9% OR 8% FX-ADJUSTED 🔸COMPANY EXPECTS FY [----] REVENUE GROWTH OF 9% TO 10% AND EPS OF $17.30 TO $17.90"  
[X Link](https://x.com/0xtechquity/status/2017207194500968627)  2026-01-30T12:04Z [----] followers, [----] engagements


"KLA Corporation $KLAC -11%🩸after earnings"  
[X Link](https://x.com/0xtechquity/status/2017263105470874095)  2026-01-30T15:46Z [----] followers, [---] engagements


"WTF Applovin -17% today 😱"  
[X Link](https://x.com/0xtechquity/status/2017334366528000443)  2026-01-30T20:29Z [----] followers, [----] engagements


"From Visa $V Q1 [----] Earnings Call Transcript 💳 Value-added services constant dollar revenue grew 28% and represented around 50% of our overall revenue growth in the first quarter. These results and our feedback from our clients give us confidence that our strategy is working and we are investing in the right capabilities to position Visa and our clients and partners for the future. Visa is delivering breakthrough innovations that redefine what's possible in payments as we enable our partners to achieve global scale quickly and securely. https://twitter.com/i/web/status/2017620219804483921"  
[X Link](https://x.com/0xtechquity/status/2017620219804483921)  2026-01-31T15:25Z [----] followers, [----] engagements


"🏎 Ferrari finished the private Barcelona test with the fastest time $RACE"  
[X Link](https://x.com/0xtechquity/status/2017652926794142049)  2026-01-31T17:35Z [----] followers, [---] engagements


"Alpha Growth Chronicles #AGC Episode [--] 🌟 The 5-Star Portfolio: A Masterclass in Quality We are diving into a portfolio of [--] high-quality compounders. They are businesses that fit together like a perfect puzzle. I would give this portfolio a 9/10. It might just need two more stocks. https://twitter.com/i/web/status/2017969058868785193 https://twitter.com/i/web/status/2017969058868785193"  
[X Link](https://x.com/0xtechquity/status/2017969058868785193)  2026-02-01T14:31Z [----] followers, [---] engagements


"Another big week coming 🗓 On my side will take a look at $CMG $UBER $GOOGL $AMZN $PLTR $FTNT"  
[X Link](https://x.com/0xtechquity/status/2018031092117467286)  2026-02-01T18:38Z [----] followers, [----] engagements


"🔐 Allegion $ALLE Everyday security. Behind secure doors access badges and reliable locks theres often Allegion. A quiet company but incredibly well positioned. Lets break it down 👇 A THREAD 🧵 1/9"  
[X Link](https://x.com/0xtechquity/status/2018283110954090852)  2026-02-02T11:19Z [----] followers, [---] engagements


"❓ Who is Allegion Allegion is a global leader in physical security solutions. Founded in [----] as a spin-off from Ingersoll Rand the company was built around a portfolio of strong trusted brands. Schlage CISA Von Duprin LCN Bricard Briton Not always well-known by the public but deeply embedded in offices hospitals schools and public buildings. 2/9 https://twitter.com/i/web/status/2018283115513356299 https://twitter.com/i/web/status/2018283115513356299"  
[X Link](https://x.com/0xtechquity/status/2018283115513356299)  2026-02-02T11:19Z [----] followers, [--] engagements


"IDEXX Laboratories $IDXX 🐶 Q4 [----] 🔸Achieves fourth quarter revenue growth of 14% as reported and 12% organic reflecting strong CAG Diagnostics recurring revenue growing 12% reported and 10% organic. 🔸Strong organic growth benefits from IDEXX execution and commercial performance including over [----] IDEXX inVue Dx placements delivering a quarterly record of instrument placements and 12% year-over-year expansion of IDEXX's global premium instrument installed base. 🔸Delivers fourth quarter EPS of $3.08 an increase of 18% as reported and 17% on a comparable basis supported by operating margin"  
[X Link](https://x.com/0xtechquity/status/2018288615390896287)  2026-02-02T11:41Z [----] followers, [---] engagements


"This is great 😇 $MSCI"  
[X Link](https://x.com/0xtechquity/status/2018404248988316009)  2026-02-02T19:20Z [----] followers, [---] engagements


"$GTT All Time High today 🥳 $GTT is the ultimate play for the LNG cycle 🚢⛽ 🚀 Just look at this order book explosion: from [---] units in [----] to [---] units by end of [----] Total value skyrocketed 328% over [--] years to reach 1.9B. When the world demands gas GTT collects the tolls. A true cash-flow https://t.co/CIh1qnUmyZ $GTT is the ultimate play for the LNG cycle 🚢⛽ 🚀 Just look at this order book explosion: from [---] units in [----] to [---] units by end of [----] Total value skyrocketed 328% over [--] years to reach 1.9B. When the world demands gas GTT collects the tolls. A true cash-flow"  
[X Link](https://x.com/0xtechquity/status/2018605414389371340)  2026-02-03T08:40Z [----] followers, [---] engagements


"@ClariFinance $FICO magnifique 🤩"  
[X Link](https://x.com/0xtechquity/status/2018705636054172078)  2026-02-03T15:18Z [----] followers, [---] engagements


"$CMG Bought back $742 MILLION worth of stock at an average price of $34.14 during Q425"  
[X Link](https://x.com/0xtechquity/status/2018797591916671100)  2026-02-03T21:23Z [----] followers, [---] engagements


"$CMG is expanding 🙏 Europe Middle East Mexico Singapore & South Korea"  
[X Link](https://x.com/0xtechquity/status/2018800393363554774)  2026-02-03T21:34Z [----] followers, [---] engagements


"@ApprendEnsemble Bravo Alex 🥳🥳🥳"  
[X Link](https://x.com/0xtechquity/status/2018968795352867244)  2026-02-04T08:44Z [----] followers, [--] engagements


"@JulienTechInvst @Div_Croissant @ApprendEnsemble A quand le Hedge Fund Julien Capital Semi Investment 😅"  
[X Link](https://x.com/0xtechquity/status/2019005449862000961)  2026-02-04T11:09Z [----] followers, [---] engagements


"$UBER is very confident on Autonomous Vehicles 🚗"  
[X Link](https://x.com/0xtechquity/status/2019032605593899171)  2026-02-04T12:57Z [----] followers, [---] engagements


"CME Group $CME 🌐 Last year CME Group delivered the best year in our history and our fourth consecutive year of record revenue adjusted operating income adjusted net income and adjusted earnings per share. In a risk-always-on environment client demand for our products and services generated record average daily volume of [----] million contracts including 12% growth in commodities trading and a 5% increase in financials. In Q4 we achieved the second-highest quarterly revenue in our history as well as the highest Q4 volume on record. Looking ahead we're focused on further increasing the $80"  
[X Link](https://x.com/0xtechquity/status/2019034999534539163)  2026-02-04T13:07Z [----] followers, [---] engagements


"$RACE 🏎 is GREEN finally UP +2% today 🟩"  
[X Link](https://x.com/0xtechquity/status/2019050856054706508)  2026-02-04T14:10Z [----] followers, [---] engagements


"SaaS sector check-in. 📉 The sector has been getting crushed lately and looks way oversold. The market is terrified that AI will destroy these businesses. Being in the IT industry myself Im convinced this fear is overblown. Heres why these companies have a massive edge that "vibe coding" cant touch atm: - Critical Infrastructure: Theyve become essential intermediaries with real-world responsibilities. - Data Moat: They own massive amounts of proprietary data (gold in AI era). - Refined Solutions: These platforms were built over years and are highly optimized for complex workflows. The current"  
[X Link](https://x.com/0xtechquity/status/2019055089990672872)  2026-02-04T14:27Z [----] followers, [----] engagements


"I am glad I didnt trim the most beautiful company in the world $GOOGL"  
[X Link](https://x.com/0xtechquity/status/2019332457162809550)  2026-02-05T08:49Z [----] followers, [---] engagements


"4 high-quality compounders Im watching closely for my portfolio ✨"  
[X Link](https://x.com/0xtechquity/status/2019779110285754702)  2026-02-06T14:24Z [----] followers, [---] engagements


"@profpiscou Amazon clairement puis $NOW jaime beaucoup"  
[X Link](https://x.com/0xtechquity/status/2020471755635118461)  2026-02-08T12:16Z [----] followers, [---] engagements


"@profpiscou Jai fait un petit thread hte de te voir poster sur $NOW 🥰🙏 🧠 ServiceNow $NOW The operating system of modern enterprises. SaaS stocks are bleeding and multiples are compressing. 📉 PERFECT TIMING to dive into the software that the worlds biggest companies can't live without. This company is A GEM. 💎 Lets break it down 👇 A THREAD https://t.co/csczcHQ549 🧠 ServiceNow $NOW The operating system of modern enterprises. SaaS stocks are bleeding and multiples are compressing. 📉 PERFECT TIMING to dive into the software that the worlds biggest companies can't live without. This"  
[X Link](https://x.com/0xtechquity/status/2020473685744758979)  2026-02-08T12:23Z [----] followers, [---] engagements


"New to investing Stop blindly picking stocks. 🛑 Before you buy anything you need to understand your "Investor DNA." Your strategy should depend on your risk tolerance time horizon and resilience. Here are the [--] main investing families: 💎 Value ⚖ GARP 💰 Dividend 🌱 Growth 🏅 Quality The best part You dont have to pick just one. You can mix them to fit your profile. https://twitter.com/i/web/status/2020517224583405963 https://twitter.com/i/web/status/2020517224583405963"  
[X Link](https://x.com/0xtechquity/status/2020517224583405963)  2026-02-08T15:17Z [----] followers, [---] engagements


"Understanding the difference between a Product and a Commodity is key for any investor 🌟 📦 Product: Unique branded and has pricing power. People ask for it by name (iPhone Ferrari Macdo.). 🌾 Commodity: Standardized and interchangeable. Price is the only thing that matters (a barrel of oil). In business you want to own the brand not just the raw material. https://twitter.com/i/web/status/2021254080597819465 https://twitter.com/i/web/status/2021254080597819465"  
[X Link](https://x.com/0xtechquity/status/2021254080597819465)  2026-02-10T16:05Z [----] followers, [---] engagements


"Look at the 2021-2022 dip on these charts its a perfect lesson in how these giants work. 📉 Both BlackRock $BLK and MSCI $MSCI act as "toll booths" for the stock market. Because they charge a tiny fee on the total money invested their revenue moves with the market: 🔹 $BLK - ETF revenue slid from $6.0B to $5.6B when markets crashed in [----]. 🔹 $MSCI - Fees followed the same path dropping from $554M to $528M. The best part They don't have to "sell" more to recover (unlike a "classic seller"). When the market bounces back their revenue automatically hits new records."  
[X Link](https://x.com/0xtechquity/status/2021958974745055710)  2026-02-12T14:46Z [----] followers, [---] engagements


"🖥 Verisign $VRSN has a great MOAT but no growth"  
[X Link](https://x.com/0xtechquity/status/2003573019105722386)  2025-12-23T21:06Z [----] followers, [---] engagements


"Kinsale Capital Group $KNSL Q4 [----] 🔹Diluted earnings per share increased by 28.0% and diluted operating earnings per share increased by 25.8% compared to the fourth quarter of [----] 🔹Gross written premiums increased by 1.8% to $451.1 million and net written premiums increased by 7.1% to $370.6 million compared to the fourth quarter of [----] 🔹Net investment income increased by 24.9% to $52.3 million compared to the fourth quarter of [----] 🔹Underwriting income was $120.6 million in the fourth quarter of [----] resulting in a combined ratio of 71.7%"  
[X Link](https://x.com/anyuser/status/2022179841689186581)  2026-02-13T05:23Z [----] followers, [----] engagements


"This chart from Badger Meter. ✨ $BMI hikes its dividend +18% to $1.60 annual. Now [--] consecutive years of dividend growth. Quiet compounding from a cash-generative water tech leader. Still a lot of potential. 📷 @moning_co_fr"  
[X Link](https://x.com/0xtechquity/status/1957462341538185530)  2025-08-18T15:19Z [----] followers, [----] engagements


"🚀 From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly Keysight Technologies $KEYS is at the heart of technological revolutions. Investors take note: massive growth strong moat software shift resilient business. ENGLISH 👉 Read the full article here : FRENCH 👉 Larticle complet ici : https://open.substack.com/pub/0xtechquity/p/de-la-5g-a-lespace-keysight-le-maitrer=6djt9c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/0xtechquity/status/1961023842450551084)  2025-08-28T11:11Z [----] followers, [----] engagements


"🚨 BIG NEWS I just published my second Techquity article ✍ This one is special: its all about the megatrends that will shape the coming decades and how we as investors can actually benefit from them. 🌍📈 I share ideas listed companies and concrete ways to turn long-term trends into real opportunities. Hope youll enjoy reading it as much as I enjoyed writing it. 🙌 📌 ENGLISH 📌 FRENCH https://substack.com/@0xtechquity/note/p-172185014r=6djt9c&utm_medium=ios&utm_source=notes-share-action https://substack.com/@0xtechquity/note/p-173087842r=6djt9c&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/0xtechquity/status/1965764917971104031)  2025-09-10T13:10Z [----] followers, [----] engagements


"Heres a recap of everything Ive published on Substack so far 👇 A THREAD 🧵 https://0xtechquity.substack.com/ https://0xtechquity.substack.com/"  
[X Link](https://x.com/anyuser/status/1988929559111283106)  2025-11-13T11:18Z [----] followers, [----] engagements


"Keysight Technologies ❝The master of testing❞. https://x.com/0xtechquity/status/1961023842450551084s=20 🚀 From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly Keysight Technologies $KEYS is at the heart of technological revolutions. Investors take note: massive https://x.com/0xtechquity/status/1961023842450551084s=20 🚀 From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly"  
[X Link](https://x.com/0xtechquity/status/1988929562747785337)  2025-11-13T11:18Z [----] followers, [---] engagements


"🚨 MY NEW ARTICLE IS OUT 🚨 Everyone knows Visa and Mastercard. But a silent giant is quietly building the financial infrastructure of tomorrow. Adyen $ADYEN built a single unified platform engineered for performance. Now they handle the payments for giants like Spotify Uber and Microsoft. Here is the story of Adyen the fintech redefining global payments. 🧵👇 ENGLISH 👉 Read the full article here : FRENCH 👉 Larticle complet ici : https://0xtechquity.substack.com/p/adyen-la-fintech-europeenne-qui-redefinitr=6djt9c"  
[X Link](https://x.com/0xtechquity/status/1991566713335542100)  2025-11-20T17:58Z [----] followers, [----] engagements


"$KEYS Keysight has delivered a strong performance this year 🦾 If youre curious about this highly strategic company especially around 6G and other key technological revolutions feel free to check out my article 👇 🚀 From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly Keysight Technologies $KEYS is at the heart of technological revolutions. Investors take note: massive 🚀 From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones"  
[X Link](https://x.com/0xtechquity/status/2006324647399399474)  2025-12-31T11:20Z [----] followers, [---] engagements


"Why do I love the Financial sector more than anything else The margins are simply untouchable. 💎 While most industries fight for 10% these elite operate in a different league: 🔹Mastercard $MA - Pure consistency at 55.3% 🔹Adyen $ADYEN - Scaling efficiently at 44.6% 🔹S&P Global $SPGI & Moodys $MCO - Dominating around 40% High margins + massive structural moats = the ultimate compounding machine. 🏦✨ https://twitter.com/i/web/status/2007818837132005816 https://twitter.com/i/web/status/2007818837132005816"  
[X Link](https://x.com/0xtechquity/status/2007818837132005816)  2026-01-04T14:18Z [----] followers, [---] engagements


"🛒 Ross Stores $ROST A masterclass in off-price retail At first glance Ross looks simple. But behind the scenes Ross is one of the best-run retailers in the US. An amazing compounder. Lets break it down 👇 A THREAD 🧵 1/11"  
[X Link](https://x.com/0xtechquity/status/2007870574866145332)  2026-01-04T17:43Z [----] followers, [----] engagements


"🚗 Copart $CPRT One of the most misunderstood compounders in the market. It doesnt look exciting. It doesnt sound innovative. But its quietly dominant. Lets break it down 👇 A THREAD 🧵 1/13"  
[X Link](https://x.com/0xtechquity/status/2014274104015077761)  2026-01-22T09:49Z [----] followers, [----] engagements


"🚘 Copart runs online vehicle auctions. It sits at the center of a massive recurring flow of damaged used and salvaged vehicles. The core customers are: insurance companies dealers dismantlers exporters When a car is declared a total loss Copart becomes the default marketplace to dispose of it. Instead of fixing it the insurer needs to sell the vehicle and recover as much value as possible. This is not discretionary demand. 2/13 https://twitter.com/i/web/status/2014274108066758852 https://twitter.com/i/web/status/2014274108066758852"  
[X Link](https://x.com/0xtechquity/status/2014274108066758852)  2026-01-22T09:49Z [----] followers, [---] engagements


"⚡ Copart doesnt own the cars. It provides: the auction platform the logistics network the storage yards That makes the business highly asset-light at the platform level despite physical infrastructure. 3/13"  
[X Link](https://x.com/0xtechquity/status/2014274112231727487)  2026-01-22T09:49Z [----] followers, [---] engagements


"🏰 The moat is scale. Copart operates thousands of acres of storage yards and connects buyers and sellers across more than [---] countries. More sellers more buyers More buyers better pricing A classic network effect. 4/13"  
[X Link](https://x.com/0xtechquity/status/2014274116363108842)  2026-01-22T09:49Z [----] followers, [---] engagements


"❤ Insurance companies love Copart. Why faster liquidation higher recovery values global buyer reach minimal hassle Once integrated switching costs are real. 5/13"  
[X Link](https://x.com/0xtechquity/status/2014274120741969943)  2026-01-22T09:49Z [----] followers, [---] engagements


"💪 The business is counter-cyclical in subtle ways. Economic stress higher repair costs and stricter insurance thresholds often increase total-loss vehicles. Bad times dont break Copart. They often help it. 6/13"  
[X Link](https://x.com/0xtechquity/status/2014274124445614351)  2026-01-22T09:49Z [----] followers, [---] engagements


"💰 How Copart makes money Copart doesnt buy the cars. It takes a cut at every step of the transaction. It charges: sellers (mainly insurers) listing and service fees buyers transaction bidding and membership fees storage and handling fees while vehicles sit in Copart yards Every car sold generates multiple revenue streams regardless of the final sale price. Thats what makes the model so resilient: Copart earns money on volume and activity not on car ownership or price risk. 7/13 https://twitter.com/i/web/status/2014274163641381288 https://twitter.com/i/web/status/2014274163641381288"  
[X Link](https://x.com/0xtechquity/status/2014274163641381288)  2026-01-22T09:49Z [----] followers, [---] engagements


"🔁 What actually happens when a car is sold on Copart. [--]. An insurance company declares a vehicle a total loss. [--]. The car is transported to a Copart yard for storage and processing. [--]. Copart lists the vehicle on its online auction platform. [--]. Professional buyers from around the world bid in real time. [--]. The highest bidder wins the auction. [--]. Copart collects fees from both sides and releases the vehicle to the buyer. 8/13 https://twitter.com/i/web/status/2014274167420363153 https://twitter.com/i/web/status/2014274167420363153"  
[X Link](https://x.com/0xtechquity/status/2014274167420363153)  2026-01-22T09:49Z [----] followers, [---] engagements


"💻 Technology matters more than it looks. Copart invested early in: online auctions real-time bidding global buyer access This turned a local salvage process into a global digital marketplace 9/13"  
[X Link](https://x.com/0xtechquity/status/2014274171006525923)  2026-01-22T09:49Z [----] followers, [---] engagements


"💵 Financially Copart is exceptional. high margins strong free cash flow minimal debt consistent reinvestment 10/13"  
[X Link](https://x.com/0xtechquity/status/2014274175368638695)  2026-01-22T09:49Z [----] followers, [---] engagements


"🗺 International expansion is still a long runway. Many markets are: under-penetrated fragmented less digitized Copart exports its playbook country by country. 11/13"  
[X Link](https://x.com/0xtechquity/status/2014274179852357975)  2026-01-22T09:49Z [----] followers, [---] engagements


"🌟 Copart wins by being: boring essential deeply embedded Its a reminder that some of the best compounders dont sell dreams. they sell infrastructure. 12/13"  
[X Link](https://x.com/0xtechquity/status/2014274185250390514)  2026-01-22T09:49Z [----] followers, [---] engagements


"🔥 A $10 [---] investment in Copart $CPRT back in [----] would have been a absolute masterclass in "buy and hold." 25.5% CAGR 🤯🤯🤯🤯🤯🤯 Take a look at my THREAD to understand the business 👇 🚗 Copart $CPRT One of the most misunderstood compounders in the market. It doesnt look exciting. It doesnt sound innovative. But its quietly dominant. Lets break it down 👇 A THREAD 🧵 1/13 https://t.co/TpCiV6IDw8 🚗 Copart $CPRT One of the most misunderstood compounders in the market. It doesnt look exciting. It doesnt sound innovative. But its quietly dominant. Lets break it down 👇 A THREAD 🧵 1/13"  
[X Link](https://x.com/0xtechquity/status/2014370723394191446)  2026-01-22T16:13Z [----] followers, [---] engagements


"$BKNG Booking Holdings 🏠 Just WOW 😍"  
[X Link](https://x.com/0xtechquity/status/2015386344806109296)  2026-01-25T11:28Z [----] followers, [----] engagements


"Symbotic $SYM is 🔥 🚨 Symbotic $SYM "The quiet robotics powerhouse" Backed by Walmart & SoftBank this company is reshaping warehouse automation with cutting-edge AI & robotics. A hidden gem in the automation megatrend. 🦾 A THREAD 🧵 1/6 https://t.co/WjcNttdQIg 🚨 Symbotic $SYM "The quiet robotics powerhouse" Backed by Walmart & SoftBank this company is reshaping warehouse automation with cutting-edge AI & robotics. A hidden gem in the automation megatrend. 🦾 A THREAD 🧵 1/6 https://t.co/WjcNttdQIg"  
[X Link](https://x.com/0xtechquity/status/2015575662749516282)  2026-01-26T00:01Z [----] followers, [----] engagements


"💧 Badger Meter $BMI Q4 [----] Total sales of $220.7 million 8% higher than the prior year's $205.2 million. Base sales of $208.9 million increased 2% year-over-year. Operating earnings increased 10% year-over-year to $43.0 million with operating profit margins of 19.5% versus 19.1% in the prior-year quarter. Base operating earnings of $42.8 million increased 9% year-over-year with Base operating profit margins of 20.5%. As expected SmartCover profitability improved as a result of ongoing sales volume increases focused cost management and expense leverage. Diluted earnings per share (EPS)"  
[X Link](https://x.com/0xtechquity/status/2016505898294764032)  2026-01-28T13:37Z [----] followers, [---] engagements


"Amphenol Corporation $APH ⚡ They are a global leader in the "nervous system" of modern technology. Specifically they design and manufacture connectors interconnect systems and specialized cabling. If a device needs to send power or data whether its a smartphone an electric vehicle or a satellite Amphenol likely provides the parts that make those connections possible. https://twitter.com/i/web/status/2016801205192654906 https://twitter.com/i/web/status/2016801205192654906"  
[X Link](https://x.com/0xtechquity/status/2016801205192654906)  2026-01-29T09:10Z [----] followers, [---] engagements


"Top [--] "Cannibal Stocks" 🥩🍴 [--] $AZO - AutoZone [--] $AAPL - Apple [--] $NVR - NVR [--] $ORLY - O'Reilly Automotive"  
[X Link](https://x.com/0xtechquity/status/2016966325952811014)  2026-01-29T20:07Z [----] followers, [---] engagements


"$CDNS & $SNPS: The invisible duopoly 🌍 Before a chip is made by TSMC $TSM or used by Nvidia $NVDA it has to be designed. But you can't design billions of transistors by hand. Thats where Cadence and Synopsys come in. They provide the "Master Software" that makes modern tech possible. Mission Critical: No software = No chips. High Moat: Decades of R&D that no competitor can catch up with. Asset-Light: They sell code not hardware. High margins predictable revenue. These two are a great way to play the semiconductor supercycle 🔥 https://twitter.com/i/web/status/2017242395817955544"  
[X Link](https://x.com/0xtechquity/status/2017242395817955544)  2026-01-30T14:24Z [----] followers, [----] engagements


"Positive reaction to $SYK earnings (double beat) 🟢 🏥 Stryker $SYK One of the quietest and strongest compounders in healthcare. A beautiful business riding powerful long-term demographic trends Lets break it down 👇 A THREAD 🧵 1/11 https://t.co/zIfAOsggU5 🏥 Stryker $SYK One of the quietest and strongest compounders in healthcare. A beautiful business riding powerful long-term demographic trends Lets break it down 👇 A THREAD 🧵 1/11 https://t.co/zIfAOsggU5"  
[X Link](https://x.com/0xtechquity/status/2017333471597699277)  2026-01-30T20:25Z [----] followers, [---] engagements


"The Trade Desk $TTD 🔴 This dip is never ending. -78%"  
[X Link](https://x.com/0xtechquity/status/2017335389380325542)  2026-01-30T20:33Z [----] followers, [---] engagements


"Texas Pacific Land $TPL 🛢 Founded in [----] they are one of the largest private landowners in the US and operate a massive royalty machine. The Texas Pacific Land business model is a great realization of the "Asset-Light" philosophy. While traditional oil giants must reinvest billions into infrastructure $TPL operates on a completely different logic. 🏗 Land leases for Oil & Gas 💰 Royalties on every barrel produced 💧 Water management for the energy industry A 100-year-old business and a quiet company with very few employees and zero advertising. It remains one of the most profitable entities"  
[X Link](https://x.com/0xtechquity/status/2017615605113770253)  2026-01-31T15:07Z [----] followers, [----] engagements


"@TheTranscript_ Nice for $TGT maybe will help the stock. also like this kind of businesses like $DNP 👇 https://x.com/0xtechquity/status/2018272911727919339s=20 Dino Polska $DNP They now have more than [----] stores open across Poland. The growth since [----] is impressive. a 19.1% CAGR 🔥 https://t.co/1av6mfUDwu https://x.com/0xtechquity/status/2018272911727919339s=20 Dino Polska $DNP They now have more than [----] stores open across Poland. The growth since [----] is impressive. a 19.1% CAGR 🔥 https://t.co/1av6mfUDwu"  
[X Link](https://x.com/0xtechquity/status/2018309363669086443)  2026-02-02T13:03Z [----] followers, [---] engagements


"CBOE Global Markets $CBOE is dropping their earnings this Friday and if you aren't watching this stock yet you probably should be. 📈🏃♂ They own the VIX and the rights to SPX options. If you want to trade volatility or hedge a massive portfolio against a crash you basically have to go through them. $CBOE is the hidden engine behind the entire market infrastructure 💎 https://twitter.com/i/web/status/2018309426739134731 https://twitter.com/i/web/status/2018309426739134731"  
[X Link](https://x.com/0xtechquity/status/2018309426739134731)  2026-02-02T13:04Z [----] followers, [---] engagements


"The Trade Desk $TTD 📊 The price was excessively high is it now dropping excessively too"  
[X Link](https://x.com/0xtechquity/status/2018311898538590644)  2026-02-02T13:13Z [----] followers, [---] engagements


"@qualityequities $ADSK is such a beautiful company with a wide MOAT"  
[X Link](https://x.com/0xtechquity/status/2018314279754019252)  2026-02-02T13:23Z [----] followers, [---] engagements


"I am scared for Chipotle tonight $CMG"  
[X Link](https://x.com/0xtechquity/status/2018682996451168316)  2026-02-03T13:48Z [----] followers, [---] engagements


"NU Holdings $NU This company is a game-changer for Latin America. Many people in the region still don't have a bank account. $NU is fixing that by growing at an incredible speed. Why its a winner: 🔸Hyper-growth: They are adding millions of customers every quarter. 🔸Digital-first: No physical branches means super low costs and high margins. 🔸Market leader: They are quickly becoming the "go-to" bank for an entire continent. If you want exposure to the future of finance in South America this is the one to watch. 🚀 https://twitter.com/i/web/status/2018697987300450795"  
[X Link](https://x.com/0xtechquity/status/2018697987300450795)  2026-02-03T14:48Z [----] followers, [---] engagements


"Some very high-quality stocks are getting nuked in the market today. Wow 😵💫 $BKNG #SaaS $SPGI $MCO $FICO"  
[X Link](https://x.com/0xtechquity/status/2018705338266952016)  2026-02-03T15:17Z [----] followers, [----] engagements


"@realroseceline Buying $PYPL when you have companies like $ADYEN 😕"  
[X Link](https://x.com/0xtechquity/status/2018718333143576682)  2026-02-03T16:08Z [----] followers, [---] engagements


"AMD (Advanced Micro Devices) $AMD ⚡ Q4 [----] 🔸Fourth quarter revenue was a record $10.3 billion 🔸Gross margin was 54% operating income was $1.8 billion net income was $1.5 billion and diluted earnings per share was $0.92 🔸On a non-GAAP basis gross margin was 57% operating income was a record $2.9 billion net income was a record $2.5 billion and diluted earnings per share was a record $1.53 https://twitter.com/i/web/status/2018796368421110020 https://twitter.com/i/web/status/2018796368421110020"  
[X Link](https://x.com/0xtechquity/status/2018796368421110020)  2026-02-03T21:18Z [----] followers, [----] engagements


"Diversification 💪 $DNP"  
[X Link](https://x.com/0xtechquity/status/2018995497743348132)  2026-02-04T10:30Z [----] followers, [---] engagements


"@JordanMontel_ $420 jenvoie la cavalerie"  
[X Link](https://x.com/0xtechquity/status/2019040579200618673)  2026-02-04T13:29Z [----] followers, [---] engagements


"@fuckthedip Tout ce qui sapproche de prt ou de loin au software est jet cest mourir de rire mme $CDNS et $SNPS 😭"  
[X Link](https://x.com/0xtechquity/status/2019067306358255661)  2026-02-04T15:15Z [----] followers, [---] engagements


"🥦 Sprouts Farmers Market $SFM A different way to think about grocery retail. Sprouts focuses on fresh natural and organic food at prices that stay accessible. Its not a luxury concept its everyday healthy eating. 🛒 Smaller stores curated assortment high private-label mix. Less complexity. Better margins. 🌱 As more consumers care about what they eat (not just the price) Sprouts sits right at the intersection of health value and convenience. A well-run business serving a clear customer need and doing it consistently. Sometimes thats all you need."  
[X Link](https://x.com/0xtechquity/status/2020884142506844381)  2026-02-09T15:35Z [----] followers, [---] engagements


"Ferrari $RACE 🏎 Q4 [----] 🔹Net revenues of Euro [----] million up 7% versus prior year 🔹Operating profit (EBIT)(1) of Euro [----] million up 12% versus prior year with Operating profit (EBIT) margin of 29.5% 🔹Net profit of Euro [----] million and diluted EPS at Euro [----] 🔹EBITDA(1) of Euro [----] million up 8% versus prior year with EBITDA margin of 38.8% 🔹Industrial free cash flow(1) of Euro [----] million up 50% versus the prior year 🔹2026 guidance targeting Euro [----] billion revenues and 39.0% EBITDA margin supported by strong product mix https://twitter.com/i/web/status/2021190732309057822"  
[X Link](https://x.com/0xtechquity/status/2021190732309057822)  2026-02-10T11:53Z [----] followers, [----] engagements


"SPGI $SPGI 📊 Q4 [----] The Company reported fourth quarter [----] reported revenue of $3.916 billion an increase of 9% compared to the fourth quarter of [----]. Fourth quarter GAAP net income increased 29% to $1134 million and GAAP diluted earnings per share increased 32% to $3.75 driven primarily by strong revenue and operating profit growth in Ratings and Indices. Adjusted net income for the fourth quarter increased 12% to $1.299 billion and adjusted diluted earnings per share increased 14% to $4.30. https://twitter.com/i/web/status/2021197066207215857"  
[X Link](https://x.com/0xtechquity/status/2021197066207215857)  2026-02-10T12:18Z [----] followers, [----] engagements


"A stock to add to your watchlist guys 👇 HEICO $HEI is a compounding machine. ✈🛰 If you want to see what consistent execution looks like in the aerospace and defense sector just look at these segments. 🔸Flight Support Group: Revenue is up 255% since [----] growing at a 15.1% CAGR. 🔸Electronic Technologies: A solid 12% CAGR reaching over $1.4B in revenue. 🔸Profitability: Theyve managed to keep operating margins high and stable. HEICO has mastered the art of niche acquisitions and organic growth. Its a textbook example of a high-quality "buy and hold" business."  
[X Link](https://x.com/0xtechquity/status/2021272953946767682)  2026-02-10T17:20Z [----] followers, [---] engagements


"@Divs_King Jattends le cash avec impatience il est vrai"  
[X Link](https://x.com/0xtechquity/status/2021319067118841998)  2026-02-10T20:23Z [----] followers, [----] engagements


"@Loris_Dalleau Dur dinterprter ce genre de metrics car on peut aussi y voir du positif sur le ct exclusif/unique de ces produits vendus"  
[X Link](https://x.com/0xtechquity/status/2021538450260775155)  2026-02-11T10:54Z [----] followers, [---] engagements


"@Loris_Dalleau Yes on est daccord suivre la bonne interprtation du couple attractivit/raret"  
[X Link](https://x.com/0xtechquity/status/2021539705720828375)  2026-02-11T10:59Z [----] followers, [---] engagements


"$SPGI Full year [----] 🗓"  
[X Link](https://x.com/0xtechquity/status/2021542524607987729)  2026-02-11T11:11Z [----] followers, [---] engagements


"My top picks for the Consumer Discretionary sector 🛒🌯 These are high-performance machines thriving in the real economy: $CMG - The explosive leader. ROIC skyrocketed +186.47% since [----] hitting a massive 8.7% quarterly. $COST - The model of consistency. A steady +14.32% total change in ROIC with a reliable 3.4% CAGR. $TXRH - Strong execution maintaining a healthy 4.8% quarterly ROIC. $ROST - Despite a volatile period an off-price powerhouse with an incredible long-term track record. $WMT - The giant that stays efficient through every cycle. Different strategies but one goal: long-term"  
[X Link](https://x.com/0xtechquity/status/2021613699643875699)  2026-02-11T15:54Z [----] followers, [---] engagements


"Crazy These software charts are absolutely brutal $INTU Intuit which was "never" cheap now trades at 15x forward earnings. Down 50% since its [----] peak. https://t.co/jCCzohQlHp These software charts are absolutely brutal $INTU Intuit which was "never" cheap now trades at 15x forward earnings. Down 50% since its [----] peak. https://t.co/jCCzohQlHp"  
[X Link](https://x.com/0xtechquity/status/2021648450908221475)  2026-02-11T18:12Z [----] followers, [---] engagements


"@Quality_stocksA $SPGI $ADYEN Thanks mister market ☺"  
[X Link](https://x.com/0xtechquity/status/2021908511496818828)  2026-02-12T11:25Z [----] followers, [---] engagements


"@Baggr_fr Quand $SPGI la donne prive (beaucoup) cela change tout ☺☺☺"  
[X Link](https://x.com/0xtechquity/status/2022005878740987975)  2026-02-12T17:52Z [----] followers, [---] engagements


"We delivered another strong quarter to close out [----] marked by exceptional profitability resulting from continued disciplined underwriting and technology-enabled low costs in a competitive market. We remain confident that the resilience of our model positions us to deliver long-term value for our stockholders throughout the market cycle. - $KNSL CEO https://twitter.com/i/web/status/2022181973792350463 https://twitter.com/i/web/status/2022181973792350463"  
[X Link](https://x.com/0xtechquity/status/2022181973792350463)  2026-02-13T05:32Z [----] followers, [---] engagements


"@ClariFinance Yes on $SPGI and a bit of $AMZN"  
[X Link](https://x.com/0xtechquity/status/2022311479005909131)  2026-02-13T14:06Z [----] followers, [--] engagements


"New article alert 🚨 Water technology rarely makes headlines yet one company is quietly shaping the future of smart infrastructure. 🔍 Badger Meter $BMI - Inside the Rise of a Hidden Leader in Smart Water Management. ENGLISH 👉 Read the full article here: FRENCH 👉 Larticle complet ici : https://0xtechquity.substack.com/p/badger-meter-comprendre-en-profondeurr=6djt9c https://0xtechquity.substack.com/p/badger-meter-a-deep-understandingr=6djt9c https://0xtechquity.substack.com/p/badger-meter-comprendre-en-profondeurr=6djt9c"  
[X Link](https://x.com/0xtechquity/status/2001321357238231223)  2025-12-17T15:59Z [----] followers, [----] engagements


"Badger Meter $BMI Since 2012: 📈 Dividend per share up 328% over time 🔄 CAGR: 12.1% Great"  
[X Link](https://x.com/0xtechquity/status/2003516590290272601)  2025-12-23T17:22Z [----] followers, [---] engagements


"Brown & Brown $BRO Q4 [----] 💰 Total revenues of $1.6 billion + 35.7% 📉 Organic Revenue decrease of 2.8% 💵 Diluted net income per share of $0.59 & Diluted Net Income Per Share - Adjusted of $0.93 🎙 J. Powell Brown president and chief executive officer of the Company noted [----] was another great year for the Brown & Brown team highlighted by the acquisition of Accession along with strong revenue growth double-digit adjusted diluted net income per share growth and good adjusted margin expansion. https://twitter.com/i/web/status/2015910856605753699"  
[X Link](https://x.com/0xtechquity/status/2015910856605753699)  2026-01-26T22:12Z [----] followers, [----] engagements


"Painful day $BMI 😔 I listened to the call I feel still confident for the company on the long term"  
[X Link](https://x.com/0xtechquity/status/2016570409986977997)  2026-01-28T17:53Z [----] followers, [---] engagements


"BlackRock $BLK The financial empire built by Larry Fink 🌍 Most people know them as the worlds largest asset manager but they are much more than that. Theyve built a massive platform that touches almost every corner of the global economy. 🔸From stocks and bonds to alternatives they manage trillions for both everyday savers and giant institutions. 🔸iShares: They revolutionized investing with their ETFs making it easy for anyone to own a piece of the market. 🔸Aladdin: Its a powerful tech platform used to manage risk and investments for firms all over the world. Whether you like them or not"  
[X Link](https://x.com/0xtechquity/status/2019420749967290578)  2026-02-05T14:40Z [----] followers, [---] engagements


"Airbnb $ABNB 🏠 Full-Year [----] We expect year-over-year revenue growth to accelerate to at least low double digits. This is driven by the sustained strength in our core business healthy demand and continued execution across our key growth initiatives"  
[X Link](https://x.com/0xtechquity/status/2022177668389806177)  2026-02-13T05:15Z [----] followers, [---] engagements


"Ametek $AME is one of those companies that truly deserves more attention. LOOK A THIS 😍"  
[X Link](https://x.com/0xtechquity/status/2012935667446137102)  2026-01-18T17:10Z [----] followers, [---] engagements


"AMETEK $AME 🛠 You MUST know about it. Think of them as the "internal organs" of the worlds most complex machines. They don't make the plane or the medical robot; they make the high-precision sensors and motors that allow them to function. Why its a top-tier compounder: Niche Monopolies: They dominate tiny essential markets. Mission-Critical: If their part fails the whole system fails. Serial Acquirer: A masterclass in buying small profitable tech leaders. The ultimate hidden quality play. 📈 https://twitter.com/i/web/status/2015437125190361189"  
[X Link](https://x.com/0xtechquity/status/2015437125190361189)  2026-01-25T14:50Z [----] followers, [---] engagements


"Badger Meter $BMI 💧 Selling off a bit before earnings tomorrow. Is there a leak 😂"  
[X Link](https://x.com/0xtechquity/status/2016254489695506807)  2026-01-27T20:58Z [----] followers, [---] engagements


"GM ☀ PayPal earnings coming this morning I will also post about Ametek $AME"  
[X Link](https://x.com/0xtechquity/status/2018601842784018570)  2026-02-03T08:25Z [----] followers, [---] engagements


"Ametek $AME ⚙ Q4 [----] AMETEK's fourth quarter [----] sales were a record $2.0 billion a 13% increase over the fourth quarter of [----]. On a GAAP basis fourth quarter earnings were a record $1.73 per diluted share. Adjusted earnings in the quarter were a record $2.01 per diluted share up 7% from the fourth quarter of [----]. Adjusted earnings adds back non-cash after-tax acquisition-related intangible amortization of $0.22 per diluted share and excludes acquisition-related pre-tax costs of $17.6 million or $0.06 per diluted share for the Faro Technologies acquisition."  
[X Link](https://x.com/0xtechquity/status/2018673581148762381)  2026-02-03T13:11Z [----] followers, [---] engagements


"If I had to choose just one ETF out of all the ones that exist Id probably pick this one. simple effective & cheap. ➡ iShares MSCI World Swap"  
[X Link](https://x.com/0xtechquity/status/2021319510377021943)  2026-02-10T20:25Z [----] followers, [---] engagements


"$TSM 👑 In a business this capital-intensive cash is the ultimate weapon. Look at the chart: their net cash position has exploded by 439% over the last decade. While Intel and Samsung are cutting costs or struggling to keep pace TSMC is using this pile of money to widen the gap: 🔹 R&D Dominance: They can outspend everyone to perfect 2nm chips. 🔹 Massive CapEx: They have the liquidity to build the worlds most advanced factories without blinking. 🔹 Safe Harbor: They don't need to worry about high interest rates because they are self-funding their growth. Its not even a fair fight anymore."  
[X Link](https://x.com/0xtechquity/status/2022329667081076897)  2026-02-13T15:19Z [----] followers, [---] engagements

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