[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @7LukeHallard Luke Hallard Luke Hallard posts on X about tesla, $tsla, $rklb, $isrg the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::14196664/interactions)  - X Week XXXXXX +613% - X Month XXXXXX +14% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::14196664/posts_active)  - X Week XX +44% - X Month XX -XXXX% - X Months XXX -XX% - X Year XXX -X% ### Followers: XXXXXX [#](/creator/twitter::14196664/followers)  - X Week XXXXXX +0.63% - X Month XXXXXX +2% - X Months XXXXXX +16% - X Year XXXXXX +44% ### CreatorRank: XXXXXXX [#](/creator/twitter::14196664/influencer_rank)  ### Social Influence [#](/creator/twitter::14196664/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [automotive brands](/list/automotive-brands) XXXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [celebrities](/list/celebrities) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [tesla](/topic/tesla) #477, [$tsla](/topic/$tsla) #92, [$rklb](/topic/$rklb) #21, [$isrg](/topic/$isrg) #2, [$meli](/topic/$meli) #12, [$googl](/topic/$googl) #1308, [generated](/topic/generated) 7.08%, [$cash](/topic/$cash) #1, [everything i](/topic/everything-i) 4.42%, [googl](/topic/googl) #32 **Top accounts mentioned or mentioned by** [@7flyingplatypus](/creator/undefined) [@mohamma38710129](/creator/undefined) [@stevemnq](/creator/undefined) [@poelmans737](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@thesamball](/creator/undefined) [@fromvalue](/creator/undefined) [@european_dgi](/creator/undefined) [@kiwi_investor](/creator/undefined) [@fools_gd](/creator/undefined) [@santaordanny](/creator/undefined) [@7innovator](/creator/undefined) [@qualityinvest5](/creator/undefined) [@micliffo](/creator/undefined) [@behavioralbull](/creator/undefined) [@monevator](/creator/undefined) [@contraturtlesg](/creator/undefined) [@7flyingplatypuss](/creator/undefined) [@rajeevaggarwall](/creator/undefined) [@cuberahunt](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Palantir (PLTR)](/topic/$pltr) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Novo-Nordisk (NVO)](/topic/$nvo) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Advanced Micro Devices (AMD)](/topic/$amd) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Sea Limited (SE)](/topic/sea-limited) [NuCypher (NU)](/topic/$nu) [RigoBlock (GRG)](/topic/$grg) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [GoodRx Holdings, Inc. Class A Common Stock (GDRX)](/topic/$gdrx) [IREN Limited (IREN)](/topic/$iren) ### Top Social Posts [#](/creator/twitter::14196664/posts) --- Top posts by engagements in the last XX hours "This month saw a significant rebalancing prompted by some sleepless nights over high valuations and portfolio concentration My biggest move was trimming my largest holding Rocket Lab $RKLB. There's no change in my long-term conviction for the company this was purely a risk management decision to reduce the position size with a goal of getting to XX% exposure by year end" [X Link](https://x.com/7LukeHallard/status/1978888157421539816) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, XXX engagements "I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA" [X Link](https://x.com/7LukeHallard/status/1912097938517426354) [@7LukeHallard](/creator/x/7LukeHallard) 2025-04-15T10:57Z 18.3K followers, 56.6K engagements "Vodafone total outage in UK. I've lost phone plus all data for home (single point of failure error) Am literally sat in the car on driveway using Tesla browser to figure out what's going on" [X Link](https://x.com/7LukeHallard/status/1977754094421848465) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-13T15:11Z 18.3K followers, 5225 engagements "I've been investing in world-class companies committed to shaping a better future for the past XX years. Here's everything I own today plus details of the trades I've made in the past month: = high conviction at current valuation X. $USD - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $AXON - Axon - XXX% X. $RKLB - Rocket Lab - XXX% X. $NVDA - NVIDIA - XXX% XX. $AMZN - Amazon - XXX% XX. $TTD - The Trade Desk - XXX% XX. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $IIND" [X Link](https://x.com/7LukeHallard/status/1842170525423919540) [@7LukeHallard](/creator/x/7LukeHallard) 2024-10-04T11:50Z 18.3K followers, 41.5K engagements "🚀 AMD's massive XX% surge on the OpenAI deal $AMD $NVDA 🫧 Are the trillions pouring into AI justified 🧠Spot overvalued stocks without complex models 🛡 Insure your gains from a market downturn with options ✂ Trimming $PLTR 🎲 Quantum Computing Reality Check $QUBT $RGTI" [X Link](https://x.com/7LukeHallard/status/1977714342289354983) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-13T12:33Z 18.3K followers, 1770 engagements "@wolfofharcourt If you're adding $RBRK to your coverage @wolfofharcourt I'll take a closer look. I weighed it up against $CYBR back in June and ended up choosing the company that was acquired a month later. Am planning to roll into $PANW but am open to better ideas if this is one" [X Link](https://x.com/7LukeHallard/status/1975698185214406658) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-07T23:02Z 18.3K followers, XXX engagements "Tesla $TSLA got its back this is now a high conviction holding for me once again I rather like the trillion dollar compensation plan that has been proposed for Elon. The package is tied to aggressive milestones including delivering an 8x market cap and achieving substantial operational goals. The compensation structure aligns Musk's personal interests directly with Tesla's success making the company his "favorite toy" and ensuring his focus on its growth especially in areas like AI that might otherwise be pursued elsewhere. While some aspects of the deal are a little "soft and squishy" such" [X Link](https://x.com/7LukeHallard/status/1967260640176644182) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-14T16:14Z 18.3K followers, 1175 engagements "I also trimmed Palantir $PLTR and Axon $AXON due to concerns over their demanding valuations and also excessive stock-based compensation at Axon. My Reverse DCF model suggests they both need to grow free cash flow by over XX% annually for ten years to justify the current price which seems rather a stretch I plan to revalidate my thesis for Axon once Q3 results arrive in November" [X Link](https://x.com/7LukeHallard/status/1978888159988760826) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, XXX engagements "Musk vs Trump: Which stocks will suffer most from this lovers quarrel Which investments have better than ever odds We predicted it but was it inevitable Tesla $TSLA Rocket Lab $RKLB Blue Origin SpaceX AST Space Mobile $ASTS EOS Energy $EOSE" [X Link](https://x.com/7LukeHallard/status/1930977897927376983) [@7LukeHallard](/creator/x/7LukeHallard) 2025-06-06T13:19Z 18.3K followers, 7984 engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Sep 2025 = high conviction = bought / added = trimmed / sold X. $RKLB - Rocket Lab - XXXX% X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1967260637064515694) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-14T16:14Z 18.3K followers, 31.8K engagements "What happens when you're too successful We tackle the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. We flip the script to find the answers. + White Fiber $WYFI could this be next AI data center play" [X Link](https://x.com/7LukeHallard/status/1972647560318984476) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-29T13:00Z 18.3K followers, 2082 engagements "I still own $AXON but jeez it's getting difficult with this persistent level of stock-based comp and the ongoing shareholder dilution ☠Credit to @fiscal_ai for the excellent data" [X Link](https://x.com/7LukeHallard/status/1963648235303534798) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-04T16:59Z 18.3K followers, 4459 engagements "The net result of this rebalancing is an increase in my cash position from XXXX% to 18.7%. Given prevailing market conditions which seem stretched my current target is to get closer to XX% cash (plus fixed income) by year-end" [X Link](https://x.com/7LukeHallard/status/1978888165956911310) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, XXX engagements "I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%" [X Link](https://x.com/7LukeHallard/status/1900218866225070586) [@7LukeHallard](/creator/x/7LukeHallard) 2025-03-13T16:14Z 18.3K followers, 68.7K engagements "I had planned to add to Brazilian fintech NuBank this month but it appears the company is making a serious attempt to expand into North America. This makes me incredibly nervous as an investor. Sea Limited $SE had a disastrous few years following a botched overexpansion into Europe and South America and I'm still feeling the pain of this. I have a XXX% allocation to $NU so for now think I'm just going to wait and see how the international story plays out" [X Link](https://x.com/7LukeHallard/status/1978888168255717616) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, 1375 engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1943981745881108736) [@7LukeHallard](/creator/x/7LukeHallard) 2025-07-12T10:32Z 18.3K followers, 13.1K engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1933258921235657118) [@7LukeHallard](/creator/x/7LukeHallard) 2025-06-12T20:23Z 18.3K followers, 29.5K engagements "@7FlyingPlatypus Breaks the fourth wall ("i only bought Greggs $GRG to give my podcast co-host a target for his slings and arrows")" [X Link](https://x.com/7LukeHallard/status/1971985825610236085) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-27T17:10Z 18.3K followers, XXX engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Oct 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXX% X. $GOOGL - Alphabet - XXX% X. $TSLA - Tesla - XXX% X. $MELI - MercadoLibre - XXX% X. $AMZN - Amazon - XXX% X. $ASTS - AST SpaceMobile - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir -" [X Link](https://x.com/7LukeHallard/status/1978888154917568784) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, 12.3K engagements "On the buy side I doubled my position in Novo Nordisk $NVO to a XXX% allocation. My thesis is centred on the upcoming oral version of Wegovy which showed superior results to competitors in clinical trials and is expected to get an FDA decision by year-end" [X Link](https://x.com/7LukeHallard/status/1978888162429571478) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.3K followers, XXX engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1922280237242466357) [@7LukeHallard](/creator/x/7LukeHallard) 2025-05-13T13:18Z 18.3K followers, 16K engagements "@LoRezTrader I own both (ISRG since 2006) but respectfully the moats really aren't that comparable. $ISRG has literally trained a generation of surgeons on its solution it's culturally embedded. $TMDX has a leading solution but one that's replicable by a sufficiently motivated competitor" [X Link](https://x.com/7LukeHallard/status/1977480127631196215) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-12T21:02Z 18.3K followers, XXX engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Aug 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1956010907756101908) [@7LukeHallard](/creator/x/7LukeHallard) 2025-08-14T15:11Z 18.3K followers, 21.4K engagements "I use a portfolio-wide Reverse Discounted Cash Flow analysis to stress-test the growth expectations of the stocks in my porfolio it's an invaluable 'sniff-test' on all the companies I own You can download my template at the link below:" [X Link](https://x.com/7LukeHallard/status/1978888170704961991) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:18Z 18.3K followers, 1197 engagements "We completed an extensive review of all our portfolio holdings as part of E90 and E91 of the podcast. As a consequence of this analysis I added one of @7FlyingPlatypus's favourite picks IREN Energy $IREN to my portfolio and also topped up one of my own choices Novo Nordisk $NVO. The company recently announced a sales partnership with GoodRX $GDRX which is likely to expand market share and also be a good route to capturing mind-share for oral weight loss drugs once these are commercially available" [X Link](https://x.com/7LukeHallard/status/1967260642286440728) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-14T16:14Z 18.3K followers, 1085 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Luke Hallard posts on X about tesla, $tsla, $rklb, $isrg the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% automotive brands XXXXX% technology brands XXXX% currencies XXXX% celebrities XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence tesla #477, $tsla #92, $rklb #21, $isrg #2, $meli #12, $googl #1308, generated 7.08%, $cash #1, everything i 4.42%, googl #32
Top accounts mentioned or mentioned by @7flyingplatypus @mohamma38710129 @stevemnq @poelmans737 @wolfofharcourt @thesamball @fromvalue @european_dgi @kiwi_investor @fools_gd @santaordanny @7innovator @qualityinvest5 @micliffo @behavioralbull @monevator @contraturtlesg @7flyingplatypuss @rajeevaggarwall @cuberahunt
Top assets mentioned Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Intuitive Surgical, Inc. (ISRG) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD) Palantir (PLTR) Axon Enterprise, Inc. (AXON) Novo-Nordisk (NVO) Quantum Computing Inc. Common (QUBT) NVIDIA Corp. (NVDA) Rigetti Computing, Inc. Common Stock (RGTI) Advanced Micro Devices (AMD) Rubrik, Inc. (RBRK) CyberArk Software Ltd. (CYBR) Palo Alto Networks Inc (PANW) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Eos Energy Enterprises, Inc. (EOSE) Sea Limited (SE) NuCypher (NU) RigoBlock (GRG) TransMedics Group, Inc. Common Stock (TMDX) GoodRx Holdings, Inc. Class A Common Stock (GDRX) IREN Limited (IREN)
Top posts by engagements in the last XX hours
"This month saw a significant rebalancing prompted by some sleepless nights over high valuations and portfolio concentration My biggest move was trimming my largest holding Rocket Lab $RKLB. There's no change in my long-term conviction for the company this was purely a risk management decision to reduce the position size with a goal of getting to XX% exposure by year end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, XXX engagements
"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA"
X Link @7LukeHallard 2025-04-15T10:57Z 18.3K followers, 56.6K engagements
"Vodafone total outage in UK. I've lost phone plus all data for home (single point of failure error) Am literally sat in the car on driveway using Tesla browser to figure out what's going on"
X Link @7LukeHallard 2025-10-13T15:11Z 18.3K followers, 5225 engagements
"I've been investing in world-class companies committed to shaping a better future for the past XX years. Here's everything I own today plus details of the trades I've made in the past month: = high conviction at current valuation X. $USD - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $AXON - Axon - XXX% X. $RKLB - Rocket Lab - XXX% X. $NVDA - NVIDIA - XXX% XX. $AMZN - Amazon - XXX% XX. $TTD - The Trade Desk - XXX% XX. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $IIND"
X Link @7LukeHallard 2024-10-04T11:50Z 18.3K followers, 41.5K engagements
"🚀 AMD's massive XX% surge on the OpenAI deal $AMD $NVDA 🫧 Are the trillions pouring into AI justified 🧠Spot overvalued stocks without complex models 🛡 Insure your gains from a market downturn with options ✂ Trimming $PLTR 🎲 Quantum Computing Reality Check $QUBT $RGTI"
X Link @7LukeHallard 2025-10-13T12:33Z 18.3K followers, 1770 engagements
"@wolfofharcourt If you're adding $RBRK to your coverage @wolfofharcourt I'll take a closer look. I weighed it up against $CYBR back in June and ended up choosing the company that was acquired a month later. Am planning to roll into $PANW but am open to better ideas if this is one"
X Link @7LukeHallard 2025-10-07T23:02Z 18.3K followers, XXX engagements
"Tesla $TSLA got its back this is now a high conviction holding for me once again I rather like the trillion dollar compensation plan that has been proposed for Elon. The package is tied to aggressive milestones including delivering an 8x market cap and achieving substantial operational goals. The compensation structure aligns Musk's personal interests directly with Tesla's success making the company his "favorite toy" and ensuring his focus on its growth especially in areas like AI that might otherwise be pursued elsewhere. While some aspects of the deal are a little "soft and squishy" such"
X Link @7LukeHallard 2025-09-14T16:14Z 18.3K followers, 1175 engagements
"I also trimmed Palantir $PLTR and Axon $AXON due to concerns over their demanding valuations and also excessive stock-based compensation at Axon. My Reverse DCF model suggests they both need to grow free cash flow by over XX% annually for ten years to justify the current price which seems rather a stretch I plan to revalidate my thesis for Axon once Q3 results arrive in November"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, XXX engagements
"Musk vs Trump: Which stocks will suffer most from this lovers quarrel Which investments have better than ever odds We predicted it but was it inevitable Tesla $TSLA Rocket Lab $RKLB Blue Origin SpaceX AST Space Mobile $ASTS EOS Energy $EOSE"
X Link @7LukeHallard 2025-06-06T13:19Z 18.3K followers, 7984 engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Sep 2025 = high conviction = bought / added = trimmed / sold X. $RKLB - Rocket Lab - XXXX% X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15."
X Link @7LukeHallard 2025-09-14T16:14Z 18.3K followers, 31.8K engagements
"What happens when you're too successful We tackle the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. We flip the script to find the answers. + White Fiber $WYFI could this be next AI data center play"
X Link @7LukeHallard 2025-09-29T13:00Z 18.3K followers, 2082 engagements
"I still own $AXON but jeez it's getting difficult with this persistent level of stock-based comp and the ongoing shareholder dilution ☠Credit to @fiscal_ai for the excellent data"
X Link @7LukeHallard 2025-09-04T16:59Z 18.3K followers, 4459 engagements
"The net result of this rebalancing is an increase in my cash position from XXXX% to 18.7%. Given prevailing market conditions which seem stretched my current target is to get closer to XX% cash (plus fixed income) by year-end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, XXX engagements
"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%"
X Link @7LukeHallard 2025-03-13T16:14Z 18.3K followers, 68.7K engagements
"I had planned to add to Brazilian fintech NuBank this month but it appears the company is making a serious attempt to expand into North America. This makes me incredibly nervous as an investor. Sea Limited $SE had a disastrous few years following a botched overexpansion into Europe and South America and I'm still feeling the pain of this. I have a XXX% allocation to $NU so for now think I'm just going to wait and see how the international story plays out"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, 1375 engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15."
X Link @7LukeHallard 2025-07-12T10:32Z 18.3K followers, 13.1K engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15."
X Link @7LukeHallard 2025-06-12T20:23Z 18.3K followers, 29.5K engagements
"@7FlyingPlatypus Breaks the fourth wall ("i only bought Greggs $GRG to give my podcast co-host a target for his slings and arrows")"
X Link @7LukeHallard 2025-09-27T17:10Z 18.3K followers, XXX engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Oct 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXX% X. $GOOGL - Alphabet - XXX% X. $TSLA - Tesla - XXX% X. $MELI - MercadoLibre - XXX% X. $AMZN - Amazon - XXX% X. $ASTS - AST SpaceMobile - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir -"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, 12.3K engagements
"On the buy side I doubled my position in Novo Nordisk $NVO to a XXX% allocation. My thesis is centred on the upcoming oral version of Wegovy which showed superior results to competitors in clinical trials and is expected to get an FDA decision by year-end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.3K followers, XXX engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15."
X Link @7LukeHallard 2025-05-13T13:18Z 18.3K followers, 16K engagements
"@LoRezTrader I own both (ISRG since 2006) but respectfully the moats really aren't that comparable. $ISRG has literally trained a generation of surgeons on its solution it's culturally embedded. $TMDX has a leading solution but one that's replicable by a sufficiently motivated competitor"
X Link @7LukeHallard 2025-10-12T21:02Z 18.3K followers, XXX engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Aug 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $IIND - India ETF - XXX% 15."
X Link @7LukeHallard 2025-08-14T15:11Z 18.3K followers, 21.4K engagements
"I use a portfolio-wide Reverse Discounted Cash Flow analysis to stress-test the growth expectations of the stocks in my porfolio it's an invaluable 'sniff-test' on all the companies I own You can download my template at the link below:"
X Link @7LukeHallard 2025-10-16T18:18Z 18.3K followers, 1197 engagements
"We completed an extensive review of all our portfolio holdings as part of E90 and E91 of the podcast. As a consequence of this analysis I added one of @7FlyingPlatypus's favourite picks IREN Energy $IREN to my portfolio and also topped up one of my own choices Novo Nordisk $NVO. The company recently announced a sales partnership with GoodRX $GDRX which is likely to expand market share and also be a good route to capturing mind-share for oral weight loss drugs once these are commercially available"
X Link @7LukeHallard 2025-09-14T16:14Z 18.3K followers, 1085 engagements
/creator/twitter::7LukeHallard