# ![@BottomUpEquity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1210261458736553984.png) @BottomUpEquity Bottom Up Equity

Bottom Up Equity posts on X about target, strong, ai, $googl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1210261458736553984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:interactions.svg)

- [--] Week [------] +184%
- [--] Month [-------] +38%
- [--] Months [-------] +5,457,407%
- [--] Year [-------] +50,465%

### Mentions: [---] [#](/creator/twitter::1210261458736553984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:posts_active.svg)

- [--] Month [---] -28%
- [--] Months [---] +80,000%
- [--] Year [---] +13,267%

### Followers: [-----] [#](/creator/twitter::1210261458736553984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:followers.svg)

- [--] Week [-----] +3.70%
- [--] Month [-----] +13%
- [--] Months [-----] +401%
- [--] Year [-----] +341%

### CreatorRank: [-------] [#](/creator/twitter::1210261458736553984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [exchanges](/list/exchanges) 

**Social topic influence**
[target](/topic/target), [strong](/topic/strong), [ai](/topic/ai), [$googl](/topic/$googl), [$nvda](/topic/$nvda), [meta](/topic/meta), [$meta](/topic/$meta), [business](/topic/business), [$msft](/topic/$msft), [$orcl](/topic/$orcl)

**Top accounts mentioned or mentioned by**
[@firstadopter](/creator/undefined) [@michaeljburry](/creator/undefined) [@jchapper123](/creator/undefined) [@thelonginvest](/creator/undefined) [@qualityinvest5](/creator/undefined) [@tidefallcapital](/creator/undefined) [@thestalwart](/creator/undefined) [@winstonmickey1](/creator/undefined) [@teachtradeinv](/creator/undefined) [@brunocptn](/creator/undefined) [@buccocapital](/creator/undefined) [@jerrycap](/creator/undefined) [@benthompson](/creator/undefined) [@unusualwhales](/creator/undefined) [@capzay](/creator/undefined) [@jinseongeo83473](/creator/undefined) [@mottbox](/creator/undefined) [@capitalstoa](/creator/undefined) [@conorsen](/creator/undefined) [@cnbc](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Fermi Inc. (FRMI)](/topic/$frmi) [Salesforce Inc (CRM)](/topic/$crm) [Zoetis Inc (ZTS)](/topic/$zts) [Mastercard, Inc. (MA)](/topic/$ma) [Adobe, Inc. (ADBE)](/topic/$adbe) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Pinterest, Inc. (PINS)](/topic/$pins) [Snap, Inc. (SNAP)](/topic/$snap) [Apple, Inc. (AAPL)](/topic/$aapl) [Starbucks Corporation (SBUX)](/topic/$sbux) [S&P Global Inc (SPGI)](/topic/$spgi) [Progressive Corp (PGR)](/topic/$pgr) [Block, Inc. (XYZ)](/topic/$xyz) [4 (FOUR)](/topic/$four) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Palo Alto Networks Inc (PANW)](/topic/$panw) [GE Vernova Inc. (GEV)](/topic/$gev) [Alibaba Group (BABA)](/topic/$baba) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Trade Desk, Inc. (TTD)](/topic/$ttd) [General Mills, Inc. (GIS)](/topic/$gis) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Intuit Inc. (INTU)](/topic/$intu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Micron Technology, Inc. (MU)](/topic/$mu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Centrus Energy Corp. (LEU)](/topic/$leu) [NuScale Power Corporation (SMR)](/topic/$smr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Shopify Inc (SHOP)](/topic/$shop) [Hershey Co (HSY)](/topic/$hsy) [Campbell Soup Company (CPB)](/topic/$cpb) [Conagra Brands Inc (CAG)](/topic/$cag) [J M Smucker Co (SJM)](/topic/$sjm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Toast, Inc. (TOST)](/topic/$tost) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AAPL Apple update: - [---] % today $FB $AMZN $NFLX $AAPL $CRM $MSFT $BABA $AMD $NVDA $TSLA $BTC $QQQ $SPY $PYPL $SQ $SE $MELI $SHOP $BTC $ETH $AMC $GME $SOL $QQQ $SPY $MRNA $PTON $TCEHY #stocks #stockmarket #Economy $AAPL Apple just bounced back down from the upper channel line. - I am expecting a small correction as you can see from the charts. - SL just above upper channel line. $FB $AMZN $NFLX $AAPL $MSFT $GOOG $BABA $AMD $NVDA $TSLA $BTC $QQQ $SPY https://t.co/tJPJPbk254 $AAPL Apple just bounced back down from the upper channel line. - I am expecting a small correction as you can see from"  
[X Link](https://x.com/BottomUpEquity/status/1436351701641048067)  2021-09-10T15:31Z [---] followers, [--] engagements


"The moment of truth for $GOOG $GOOGL"  
[X Link](https://x.com/BottomUpEquity/status/1443250634103341067)  2021-09-29T16:25Z [---] followers, [--] engagements


"$EVO Massive divergence between NTM eps and stock price 🤷♂"  
[X Link](https://x.com/BottomUpEquity/status/1486862310308257796)  2022-01-28T00:42Z [---] followers, [---] engagements


"Only 20% chance of recession now priced in. $AAPL $GOOGL $BABA"  
[X Link](https://x.com/BottomUpEquity/status/1561764277182205957)  2022-08-22T17:16Z [---] followers, [--] engagements


"Net income growth since [----]. $GOOGL +416% $KO +20% $MCD + 35% NTM P/E: $GOOGL 169x $KO 24.8x $MCD 25.3x That makes sense right"  
[X Link](https://x.com/BottomUpEquity/status/1605199047517782016)  2022-12-20T13:50Z [---] followers, [---] engagements


"Barclays NatWest Citi UBS Credit Suisse BNP Paribas Deutsche Bank ING 2/3 https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7 https://lnkd.in/eRT4dsFY https://lnkd.in/eNpdmVH8 https://lnkd.in/euftbUw6 https://lnkd.in/eXwA-Y4X https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7 https://lnkd.in/eRT4dsFY https://lnkd.in/eNpdmVH8 https://lnkd.in/euftbUw6 https://lnkd.in/eXwA-Y4X https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm"  
[X Link](https://x.com/BottomUpEquity/status/1609081037740544001)  2022-12-31T06:56Z [---] followers, [---] engagements


"Apollo Global Management Inc. Wells Fargo BNY Mellon Fidelity International Lazard 3/3 https://lnkd.in/eJwK6tVx https://lnkd.in/eku-xhqp https://lnkd.in/ezMfVgND https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M https://lnkd.in/eJwK6tVx https://lnkd.in/eku-xhqp https://lnkd.in/ezMfVgND https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M"  
[X Link](https://x.com/BottomUpEquity/status/1609081040618008576)  2022-12-31T06:56Z [---] followers, [--] engagements


"For decades Health Care has been defensive sector growing earnings year after year. Today analysts estimate that health care EPS will contract in the next [--] months for the first time in decades. $UNH $JNJ $LLY $ABBV $PFE"  
[X Link](https://x.com/BottomUpEquity/status/1630602475760754689)  2023-02-28T16:15Z [---] followers, [---] engagements


"In the last [--] years Nordic real estate has crashed more than 60% only three times: first in [----] then in [----] and now. Interestingly these crashes have occurred every [--] years. $CIBUS $CAST $BALD $SBB #Castellum #Balder"  
[X Link](https://x.com/BottomUpEquity/status/1637169293308706820)  2023-03-18T19:09Z [---] followers, [----] engagements


"Time to buy Europe Forward P/E multiple premium for S&P [---] vs Europe is at all time high (6.6x). S&P [---] forward P/E: [----] MSCI Europe forward P/E: 12.4"  
[X Link](https://x.com/BottomUpEquity/status/1677948778408558593)  2023-07-09T07:53Z [---] followers, [---] engagements


"$DG It is hard to believe that the decades-long success story is over after a few bad quarters"  
[X Link](https://x.com/BottomUpEquity/status/1706761472133742718)  2023-09-26T20:03Z [---] followers, [---] engagements


"$KO -4.85% $PEP -5.22% Coke and Pepsi are still trading at quite high multiples given their slow growth rate"  
[X Link](https://x.com/BottomUpEquity/status/1710027810297786474)  2023-10-05T20:22Z [---] followers, [---] engagements


"This is the fourth consecutive quarter $AAPL has reported negative revenue growth its longest losing streak since 2001"  
[X Link](https://x.com/BottomUpEquity/status/1720179531133194567)  2023-11-02T20:42Z [---] followers, [---] engagements


"Back in the day you could have bought $AAPL at similar multiples as today but instead of getting negative growth you would have gotten a powerhouse that grew 20-80% YoY"  
[X Link](https://x.com/BottomUpEquity/status/1720503746935828717)  2023-11-03T18:10Z [---] followers, [---] engagements


"So buying a retailer at 50x earnings wasn't the fattest pitch in the town $COST"  
[X Link](https://x.com/BottomUpEquity/status/1766138684452098292)  2024-03-08T16:27Z [---] followers, [---] engagements


"Oh yeah $PINS -16% after a weak outlook might also explain this move. When do people learn $PINS and $SNAP get sandbagged almost every other quarter. It has nothing to do with $META and $GOOGL. Azure slightly misses estimates and $META drops 4% AH $MSFT Azure slightly misses estimates and $META drops 4% AH $MSFT"  
[X Link](https://x.com/BottomUpEquity/status/1818387012841619638)  2024-07-30T20:43Z [---] followers, [---] engagements


"In the past [--] quarters $SNAP has dropped more than 10% following its earnings report [--] out of [--] times (assuming the current drop in AH lasts until tomorrow's close)"  
[X Link](https://x.com/BottomUpEquity/status/1819129585877111182)  2024-08-01T21:54Z [---] followers, [---] engagements


"The rotation from Growth to Value has by and large tracked the move higher in real interest rates very closely. $SPY $IWM $QQ $AMD $NVIDIA"  
[X Link](https://x.com/BottomUpEquity/status/1486769205110263809)  2022-01-27T18:32Z [----] followers, [--] engagements


"Just one magic word and up $130B in [--] minutes. $MSFT"  
[X Link](https://x.com/BottomUpEquity/status/1681336965822664704)  2023-07-18T16:15Z [----] followers, [---] engagements


"$MKC "McCormick reported 1Q24 EPS of $0.63 representing 7% growth which was $0.03 ahead of our estimate and $0.05 ahead of the consensus estimate. Sales were up 1.5% on a constant currency basis with a 3% contribution from pricing partially offset by a 1% volume decline.""  
[X Link](https://x.com/BottomUpEquity/status/1772630469634412891)  2024-03-26T14:23Z [---] followers, [--] engagements


"Azure slightly misses estimates and $META drops 4% AH $MSFT"  
[X Link](https://x.com/BottomUpEquity/status/1818380646009745718)  2024-07-30T20:18Z [----] followers, [---] engagements


"Stifel Restaurants: Earnings Preview Mobile location data shows weaker visitation in 3Q compared to 2Q with a continued slowdown into 4Q. We anticipate many restaurant companies will miss SSS estimates and guide down for 4Q prompting analysts to cut [----] estimates. $SBUX $CMG"  
[X Link](https://x.com/BottomUpEquity/status/1981704824346513800)  2025-10-24T12:50Z [---] followers, [---] engagements


"$SBUX Our F4Q U.S. comp estimate remains at -3% (Street -0.4%) reflecting continued sales softness indicated by mobile location data"  
[X Link](https://x.com/BottomUpEquity/status/1981704827790147751)  2025-10-24T12:50Z [---] followers, [--] engagements


"$CMG We anticipate 3Q comps roughly flat (Street 0.6%) reflecting ongoing softness across the limited service segment"  
[X Link](https://x.com/BottomUpEquity/status/1981704831124582678)  2025-10-24T12:50Z [---] followers, [---] engagements


"$SHAK We expect SHAK to report EPS at least in line with the Street mean (Stifel $0.33 Street $0.30) driven by SRS toward the higher end of the company's LSD 3Q guidance (Stifel 3.0% Street 2.7%)"  
[X Link](https://x.com/BottomUpEquity/status/1981704835037876397)  2025-10-24T12:50Z [---] followers, [--] engagements


"$QSR We expect 3Q earnings roughly in line with consensus ($1.00 Stifel $1.01) and 3% consolidated comps driven by stable comp performance from the International and Tims Canada segments"  
[X Link](https://x.com/BottomUpEquity/status/1981704839232213229)  2025-10-24T12:50Z [---] followers, [--] engagements


"$EAT We expect Brinker to deliver another strong SRS quarter with at least 18% growth (Street 19%)"  
[X Link](https://x.com/BottomUpEquity/status/1981704842566643824)  2025-10-24T12:50Z [---] followers, [---] engagements


"Stifel 3Q Advertising checks 🟩 $META Positive 🟩 $AMZN Positive 🟨 $GOOGL Mixed (Search mixed YouTube positive) 🟨 $TTD Mixed 🟨 $PINS Mixed 🟥 $SNAP Negative"  
[X Link](https://x.com/BottomUpEquity/status/1981719653064831071)  2025-10-24T13:49Z [---] followers, [---] engagements


"$MSFT "Based on investor conversations buyside expectations call for at least a 300bps Azure beat and a FY2Q26-CC guide of 37-38%. We believe these targets seem reasonable given recent Azure beats and current enterprise-spending trends. Anything less would be disappointing.""  
[X Link](https://x.com/BottomUpEquity/status/1981724121554624978)  2025-10-24T14:07Z [---] followers, [---] engagements


"Really strong numbers from Instagram. Time spent up 16% YoY in Q3. $META $SNAP $PINS $GOOGL"  
[X Link](https://x.com/BottomUpEquity/status/1982876317474533523)  2025-10-27T18:25Z [---] followers, [----] engagements


"This is literally the whole economy now. $NVDA $AMD $MSFT $GOOGL $ORCL $META"  
[X Link](https://x.com/BottomUpEquity/status/1983661404164124696)  2025-10-29T22:25Z [---] followers, [---] engagements


"$CMG -15.5% AH. Still dont understand why this was valued above $SBUX at $90B+ not long ago"  
[X Link](https://x.com/BottomUpEquity/status/1983668251017277862)  2025-10-29T22:52Z [---] followers, [---] engagements


"$META Healthy 3Q; [----] = "Significantly Faster" Total Expense Growth and "Notably Larger" Capex Expansion"  
[X Link](https://x.com/BottomUpEquity/status/1984040463012384848)  2025-10-30T23:31Z [---] followers, [---] engagements


"$GOOGL $GOOG On Cloud Nine This Quarter"  
[X Link](https://x.com/BottomUpEquity/status/1984040635008193020)  2025-10-30T23:32Z [---] followers, [--] engagements


"$MA "Mastercard delivered a solid quarter and reaffirmed that consumer spending trends are stable and healthy with any deviation in October largely the result of comp issues and COF/DFS migration which are already well contemplated in the company's 3-year outlook. The company continues to see good momentum in new wins in the US and globally and is energized by opportunities presented by newer market developments like stablecoins and agentic commerce. No change to our positive thesis on the name as MA (and V) remain among few names in payments with a sustainable moat and strong growth"  
[X Link](https://x.com/BottomUpEquity/status/1984043729192194212)  2025-10-30T23:44Z [----] followers, [---] engagements


"This is literally the whole economy now. $NVDA $AMD $MSFT $GOOGL $ORCL $META"  
[X Link](https://x.com/BottomUpEquity/status/1984044778267537498)  2025-10-30T23:48Z [---] followers, [---] engagements


"$HSY "Hershey reported 3Q25 EPS of $1.30 $0.23 ahead of our consensus-matching estimate representing a 44% decline versus the prior year. Organic revenue increased 6% with volume/mix flat and a 6% contribution from pricing. Organic revenue was up 5% for N.A. Confectionery up 10% for N.A. Salty Snacks and was up 12% for International. The gross margin contracted 850bps from the prior year to 31.8% due to inflation tariffs and negative mix more than offsetting pricing productivity and cost savings. The company raised its FY25 guidance due to the third quarters outperformance and is now calling"  
[X Link](https://x.com/BottomUpEquity/status/1984045061047189872)  2025-10-30T23:49Z [----] followers, [---] engagements


"$QSR "QSR reported 3Q results that were ahead of consensus with adjusted EPS of $1.03 beating our $1.01 estimate and the Street's $1.00. Adjusted EBIT growth of 8.8% also topped expectations driven by strong execution at Tim Hortons Canada and the International segment. Consolidated comparable sales grew 4.0% led by a durable 4.2% at Tims Canada and a solid 3.2% at Burger King U.S. which outperformed its QSR burger peers. However Popeyes U.S. remains a soft spot with a -2.0% comp and the 4QTD commentary for U.S. locations suggests a slower start to the quarter reflecting broader industry"  
[X Link](https://x.com/BottomUpEquity/status/1984045364307984786)  2025-10-30T23:50Z [---] followers, [---] engagements


"$SPGI "Our first take is that the results were strong Revenue EBIT EBIT Margin and EPS were all solidly ahead of expectations and annual guidance implies that 4Q25 estimates are likely to go up.""  
[X Link](https://x.com/BottomUpEquity/status/1984047017765847490)  2025-10-30T23:57Z [---] followers, [---] engagements


"$SYK In 3Q25 the benefits of Strykers diversified business model were abundantly and positively apparent. Sales at $6.07B up 9.5% Y/Y organically surpassed Consensus $6.03B despite a softer-than-anticipated MedSurg & Neurotechnology (63% of total sales) performance. Up 11.4% Y/Y organically Orthopaedics sales at $2.25B powered the better-than-expected top-line performance vs. Consensus estimates. Underpinned by healthy procedure volumes continued recent product launch uptake and another record US/OUS MAKO installation quarter we were encouraged by the robust Orthopaedics performance both in a"  
[X Link](https://x.com/BottomUpEquity/status/1984189898325168303)  2025-10-31T09:25Z [---] followers, [---] engagements


"Because everyone is buying it and everyone can't be right. Retail ownership has exploded making the long $NVO trade crowded. Sentiment's way too bullish as everyone is focused on that low P/E and past glory while ignoring all the problems. $NOVO $NVO is now trading at a forward PE of [-----]. That's even lower than $PEP's [----] and $FDX's [----] which are basically dying companies Meanwhile you get: - Obesity sector tailwinds - still a duopoly - Strong pipeline with Cagrisema and Amycretin - Pipeline wildcards with UBT251 https://t.co/VQlhKpuvHq $NVO is now trading at a forward PE of [-----]. That's"  
[X Link](https://x.com/BottomUpEquity/status/1984252579275223200)  2025-10-31T13:34Z [---] followers, 13.4K engagements


"Dont get me wrong I like $NVO as a company and Ive been looking for an entry. But as Wayne Gretzky said: "Skate to where the puck is going not where it has been." $NVO has looked like a solid investment for a while but every time it tries to break higher another negative surprise drags it back down. Buying into a downtrend can be dangerous. Weve seen what happens with former compounders that stopped compounding $NKE $EL $BF $PYPL etc. I dont think $NVO is in that camp but Im also not convinced weve seen a real bottom yet. Id rather wait until it turns confirms momentum and starts trending up"  
[X Link](https://x.com/BottomUpEquity/status/1984331734209404979)  2025-10-31T18:48Z [---] followers, [---] engagements


"So this is why $TSLA guided [----] as "epic" and [--------] as "ridiculously good" flying cars 🤔 JUST IN: Elon Musk says Tesla might unveil a flying car this year JUST IN: Elon Musk says Tesla might unveil a flying car this year"  
[X Link](https://x.com/BottomUpEquity/status/1984342251833610255)  2025-10-31T19:30Z [---] followers, [---] engagements


"As an analyst one correct call and youre a rockstar. $FI"  
[X Link](https://x.com/BottomUpEquity/status/1984562549657104828)  2025-11-01T10:05Z [---] followers, [---] engagements


"To be fair solid timing. he dropped a sell rating almost at the peak. $FI As an analyst one correct call and youre a rockstar. $FI https://t.co/9pgx5nzTGC As an analyst one correct call and youre a rockstar. $FI https://t.co/9pgx5nzTGC"  
[X Link](https://x.com/BottomUpEquity/status/1984563237434900930)  2025-11-01T10:08Z [---] followers, [---] engagements


"This is the largest relative underperformance of the U.S. Food industry (equal-weighted) in at least the last [---] years. 1/2 $GIS $HRL $PEP $KHC $MKC $CAG $CPB $MDLZ $HSY $SJM Wow https://t.co/y85cC2sEQl Wow https://t.co/y85cC2sEQl"  
[X Link](https://x.com/BottomUpEquity/status/1984631885897633889)  2025-11-01T14:41Z [---] followers, 16.6K engagements


"@TheLongInvest That $FI looks nasty but it's only based on 16/81 Superinvestors.so let's wait and see how many got trapped on $FI"  
[X Link](https://x.com/BottomUpEquity/status/1984644335548207204)  2025-11-01T15:30Z [---] followers, [----] engagements


"1/2 You could also throw in a couple of other online brokers from the dot-com era. In addition to E-Trade a similar bull run and crash happened with Ameritrade and Charles Schwab. Although the price action looked similar the fundamentals were very different. Revenue grew much faster for Ameritrade and E-Trade but the margins simply werent there most of the time they couldnt even break even. $HOOD $SCHW"  
[X Link](https://x.com/BottomUpEquity/status/1985055461776011407)  2025-11-02T18:44Z [---] followers, [---] engagements


"2/2 The only consistently profitable one was $SCHW which peaked at around 100x earnings and then dropped back below 20x after the slowdown. But again their margins were nowhere close to what $HOOD has today. And of course if $HOOD saw a similar slowdown as Ameritrade E-Trade and Schwab in the early 2000s it would take a lot of damage due to the high multiples obviously"  
[X Link](https://x.com/BottomUpEquity/status/1985055464967594331)  2025-11-02T18:44Z [---] followers, [---] engagements


"@buccocapital Agree. Headcount growth has sharply slowed for every Mag [--] name except $NVDA"  
[X Link](https://x.com/BottomUpEquity/status/1985080990340088301)  2025-11-02T20:26Z [---] followers, [----] engagements


"@JerryCap @benthompson Narratives change quickly. A few months ago Zuck said $META will spend hundreds of billions on AI and the stock went up. Back then $GOOGL was the one out of favor"  
[X Link](https://x.com/BottomUpEquity/status/1985317634695643153)  2025-11-03T12:06Z [---] followers, [---] engagements


"Berkshire Hathaway Inc. Underperform 3Q25: Beats on Insurance CATs and PPRD Utilities & Energy & Manufacturing; No Buybacks $BRK.B $BRK.A $BRK"  
[X Link](https://x.com/BottomUpEquity/status/1985342226591781237)  2025-11-03T13:44Z [---] followers, [---] engagements


"Just a couple days ago $AMZN was flat YTD lagging others. Jassy was hated the Anthropic news looked like a win for $GOOGL Bloomberg said theyve lost it and Raymond James said they were losing the AI cloud revenue race. Now the stock is up 16% YTD Jassy is locking in a $38B OpenAI deal and AWS is re-accelerating. $AMZN is up 15% since this https://t.co/oGVXS0wJc6 $AMZN is up 15% since this https://t.co/oGVXS0wJc6"  
[X Link](https://x.com/BottomUpEquity/status/1985362652613296558)  2025-11-03T15:05Z [---] followers, [---] engagements


"MORNING NEWS CALL Norway wealth fund to vote against Musk's $1 trillion Tesla pay package Starbucks to sell control of China business to Boyu aims for rapid growth Goldman Morgan Stanley CEOs warn of equity markets heading towards correction US government shutdown ties record as congressional inaction takes toll Palantir forecasts fourth-quarter revenue above estimates on solid AI demand $TSLA $SBUX $GS $MS $PLTR"  
[X Link](https://x.com/BottomUpEquity/status/1985681379351273892)  2025-11-04T12:11Z [---] followers, [--] engagements


"STOCKS TO WATCH $GOOGL $DIS Alphabet Inc & Walt Disney Co: YouTube TV has proposed restoring Disney's ABC and ESPN networks in response to the entertainment giant's earlier request to bring back ABC to the pay-TV platform for Election Day coverage. Disney had earlier on Monday asked Google's YouTube TV to restore ABC for Election Day coverage in service of public interest just days after its networks went dark on the pay-TV platform. YouTube said that Disney can continue to livestream news on the ABC News YouTube page and ABC local stations can do so on their YouTube pages. $CL Apollo Global"  
[X Link](https://x.com/BottomUpEquity/status/1985684308791574933)  2025-11-04T12:23Z [---] followers, [---] engagements


"$APO Apollo Global Management Inc. Overall a solid quarter with a beat on both FRE (capital solutions + management fees) and SRE (beat on both spreads and growth). Organic gross inflows and EOP FPAUM also came in better than KBWe. https://twitter.com/i/web/status/1985715459111502178 https://twitter.com/i/web/status/1985715459111502178"  
[X Link](https://x.com/BottomUpEquity/status/1985715459111502178)  2025-11-04T14:27Z [----] followers, [----] engagements


"Finland sits at the absolute top of global long-term equity returns in USD terms. According to Deutsche Bank Finnish equities have outperformed the U.S. Sweden and every other major market since [----]. #Torille #Sijoittaminen"  
[X Link](https://x.com/BottomUpEquity/status/1985734680662954339)  2025-11-04T15:43Z [---] followers, [---] engagements


"Patek Philippe Market Index has bottomed and is now trending higher. Has the luxury-watch bear market ended #Rolex #PatekPhilippe #Omega #Audemarspiguet"  
[X Link](https://x.com/BottomUpEquity/status/1985767092755255713)  2025-11-04T17:52Z [---] followers, [--] engagements


"$MAR Marriott International Inc. Beats Street & Guidance Look Towards [----]. Marriott International reported 3Q adjusted EPS of $2.47 $0.06 above our estimate and $0.09 above the Street. Variance to our estimate was higher owned revenue and IMFs. Adjusted EBITDA came in at $1349 million compared to the Street at $1308 million. 3Q adjusted EPS and adjusted EBITDA guidance ranges were $2.31-2.39 and $1288-1318 million respectively"  
[X Link](https://x.com/BottomUpEquity/status/1985769638567788949)  2025-11-04T18:02Z [---] followers, [--] engagements


"$SHOP Shopify: Key Growth Levers Bearing Fruit; Agentic Commerce Opportunity Remains Compelling. Shopify delivered a solid print and guide on the top-line fueled by a continuation of strength in enterprise international and B2B. Aside from these initiatives management focused on the company's positioning of its platform in an AI-driven world of commerce with tools like Catalog Universal Cart and Checkout and partnerships with players like OpenAI Microsoft and Perplexity helping the company deliver agentic commerce experiences for merchants and consumers. Notably AI-driven traffic to SHOP"  
[X Link](https://x.com/BottomUpEquity/status/1985770214361829852)  2025-11-04T18:04Z [---] followers, [---] engagements


"$PGR The Progressive Corporation (Market Perform Target: $262.00) https://twitter.com/i/web/status/1985804850668654618 https://twitter.com/i/web/status/1985804850668654618"  
[X Link](https://x.com/BottomUpEquity/status/1985804850668654618)  2025-11-04T20:22Z [----] followers, [---] engagements


"$ZTS Zoetis: The Big Dog Loses Some Bite. Reiterate Hold"  
[X Link](https://x.com/BottomUpEquity/status/1985805279003308119)  2025-11-04T20:24Z [---] followers, [---] engagements


"$UBER Uber Technologies: Tale of Two Investments - AVs Likely Unprofitable Over Next Few Years; Grocery Driving Better Platform-Wide Engagement"  
[X Link](https://x.com/BottomUpEquity/status/1985805523929735276)  2025-11-04T20:25Z [----] followers, [---] engagements


"Where did all the all-in guys disappear to Havent seen them in a while. One went 100% into $BABA before it blew up and another was running 120% on $GOOGL"  
[X Link](https://x.com/BottomUpEquity/status/1985833821632413892)  2025-11-04T22:17Z [---] followers, [---] engagements


"$UPST is down 15% and no one still knows what this company does"  
[X Link](https://x.com/BottomUpEquity/status/1985839601018085418)  2025-11-04T22:40Z [---] followers, [----] engagements


"$TOST Toast: Positive Underlying Trends Tempered by Preliminary '26 Margin Outlook"  
[X Link](https://x.com/BottomUpEquity/status/1986003907890364752)  2025-11-05T09:33Z [---] followers, [---] engagements


"$PINS Pinterest: Tariff Uncertainty Weighing on UCAN Business but Likely Large Brand-Specific (and Temporary) Consolidated 3Q revenue was in-line and EBITDA was ahead though pockets of weakness ("larger retailers" navigating tariff pressures) in UCAN drove the region to miss revenue expectations. 4Q revenue guidance was light at the mdpt with mgmt noting incremental tariffs (home furnishings category) adding to uncertainty. We believe these issues are likely largebrand specific (we didn't hear about this from GOOGL / META which have far greater SMB exposure) and temporary (particularly when"  
[X Link](https://x.com/BottomUpEquity/status/1986004943434637695)  2025-11-05T09:37Z [---] followers, [--] engagements


"$AMD Advanced Micro Devices: Solid Results and Outlook Focus Remains on 2026/2027 DCAI Ramps; 4Q Outlook AMD delivered strong above consensus 3Q results and 4Q outlook. We believe near-term outperformance is being driven more by increasing demand for server CPUs and continued market share gains in client CPUs than DCAI GPUs which we believe are on track to increase to $6bn - $6.5bn this year from our estimate of $5bn in [----]. Looking ahead we continue to believe that AMD is executing well as the company nears production shipments of the MI400/450 series GPUs and the Helios rack next year."  
[X Link](https://x.com/BottomUpEquity/status/1986005268602220762)  2025-11-05T09:38Z [----] followers, [---] engagements


"This could be huge for $GOOGL Morgan Stanley is calling for 50%+ growth in FY26 while the Street is only modeling 29.9% for GCP. That gap is definitely not priced in. $GOOGL - MORGAN STANLEY: GOOGLE CLOUD COULD GROW 50%+ IN [----] Morgan Stanley expects Google Cloud revenue to rise over 50% in [----] driven by strong backlog growth and expanding on-demand workloads. Analyst Brian Nowak said the firms model points to midsingle-digit upside $GOOGL - MORGAN STANLEY: GOOGLE CLOUD COULD GROW 50%+ IN [----] Morgan Stanley expects Google Cloud revenue to rise over 50% in [----] driven by strong backlog"  
[X Link](https://x.com/BottomUpEquity/status/1986079461691838742)  2025-11-05T14:33Z [---] followers, [---] engagements


"If youre worried about $ORCL repaying its debt dont look here. $CRWV CDS is going parabolic nearly [--] $ORCLs spread"  
[X Link](https://x.com/BottomUpEquity/status/1986120250388320344)  2025-11-05T17:15Z [---] followers, [----] engagements


"$ICE Intercontinental Exchange (Outperform Target: $195.00) https://twitter.com/i/web/status/1986140606788227192 https://twitter.com/i/web/status/1986140606788227192"  
[X Link](https://x.com/BottomUpEquity/status/1986140606788227192)  2025-11-05T18:36Z [----] followers, [---] engagements


"$BROS: A Rebel Yell When Most Comps Have Gone To"  
[X Link](https://x.com/BottomUpEquity/status/1986364889783321003)  2025-11-06T09:27Z [---] followers, [---] engagements


"$FTNT Solid Q; Services Revenue Guide Ticks Lower Again"  
[X Link](https://x.com/BottomUpEquity/status/1986366213568479650)  2025-11-06T09:33Z [---] followers, [---] engagements


"$SNAP Perplexity Deal Coming in '26 Though We Expect The Enthusiasm To Fade"  
[X Link](https://x.com/BottomUpEquity/status/1986366439121433055)  2025-11-06T09:33Z [---] followers, [----] engagements


"$DDOG Acceleration Comes Early; Target To $205"  
[X Link](https://x.com/BottomUpEquity/status/1986509119356899720)  2025-11-06T19:00Z [---] followers, [---] engagements


"1/17 Legacy media is getting smoked. For a decade streaming was a knife fight over distribution. Now Gen AI is coming for the last moat: content creation. A thread on why the business model is breaking and what it means for investors. 🧵 $DIS $WBD $PARA"  
[X Link](https://x.com/BottomUpEquity/status/1986527184131940580)  2025-11-06T20:12Z [---] followers, [---] engagements


"11/17 This isn't just theory; it's a massive behavioral shift that's already happened. Social and video networks have officially overtaken TV as a primary news source for a huge swath of the population. Eyeballs have already moved"  
[X Link](https://x.com/BottomUpEquity/status/1986527221482402109)  2025-11-06T20:12Z [---] followers, [--] engagements


"12/17 The key insight: consumers accept "good enough." MP3s won with 25% of CD quality. The parallel now is gaming. Roblox $RBLX is a universe of lower-fidelity user-generated games. Its user base is still growing while the polished AAA gaming market is flat. Engagement trumps budget"  
[X Link](https://x.com/BottomUpEquity/status/1986527225953591333)  2025-11-06T20:12Z [---] followers, [---] engagements


"13/17 And the AI tools are improving at an exponential rate. Models like OpenAI's Sora [---] and Google's Veo [---] are leapfrogging what was state-of-the-art just months ago. The cost to create high-quality video is collapsing"  
[X Link](https://x.com/BottomUpEquity/status/1986527231397843281)  2025-11-06T20:12Z [---] followers, [--] engagements


"Strange feeling seeing $SNAP up instead of another classic -20% dump"  
[X Link](https://x.com/BottomUpEquity/status/1986531520169820411)  2025-11-06T20:29Z [---] followers, [---] engagements


"Babe wake up new Mauboussin paper just dropped https://www.morganstanley.com/im/publication/insights/articles/article_capitalallocation.pdf1762461204159 https://www.morganstanley.com/im/publication/insights/articles/article_capitalallocation.pdf1762461204159"  
[X Link](https://x.com/BottomUpEquity/status/1986538976660914554)  2025-11-06T20:59Z [---] followers, [---] engagements


"$CRWV CDS blowing up another 9.5% today mid spread [---] bps and 16% upfront while the 5-year default probability now sits near 36%. If youre worried about $ORCL repaying its debt dont look here. $CRWV CDS is going parabolic nearly [--] $ORCLs spread. https://t.co/d1LaRmBBpf If youre worried about $ORCL repaying its debt dont look here. $CRWV CDS is going parabolic nearly [--] $ORCLs spread. https://t.co/d1LaRmBBpf"  
[X Link](https://x.com/BottomUpEquity/status/1986545630181826656)  2025-11-06T21:26Z [---] followers, [---] engagements


"$H Hyatt Hotels Corporation: Adjusts PLYA Transaction On Track Announces New CC Deal"  
[X Link](https://x.com/BottomUpEquity/status/1986564069671698595)  2025-11-06T22:39Z [---] followers, [---] engagements


"$PLNT Planet Fitness: Building Momentum Should Usher in a "Golden Age" for Shares https://twitter.com/i/web/status/1986564267663835136 https://twitter.com/i/web/status/1986564267663835136"  
[X Link](https://x.com/BottomUpEquity/status/1986564267663835136)  2025-11-06T22:40Z [----] followers, [---] engagements


"$TTD 3Q25 Quick Take: 3Q Rev & EBITDA Beat; 4Q Guide Ahead; New $500mn Buyback Auth. https://twitter.com/i/web/status/1986565353129058711 https://twitter.com/i/web/status/1986565353129058711"  
[X Link](https://x.com/BottomUpEquity/status/1986565353129058711)  2025-11-06T22:44Z [----] followers, [---] engagements


"$BILL F1Q26 First Look: Mainly Expense Beat"  
[X Link](https://x.com/BottomUpEquity/status/1986565674060136473)  2025-11-06T22:45Z [---] followers, [---] engagements


"$XYZ Block: 3Q25 First Look: EPS Miss But GP/AOI Beat; FY25 Outlook Higher"  
[X Link](https://x.com/BottomUpEquity/status/1986571304732864573)  2025-11-06T23:08Z [---] followers, [---] engagements


"$PZZA: International Spice Can't Save Domestic Slice"  
[X Link](https://x.com/BottomUpEquity/status/1986710467272671294)  2025-11-07T08:21Z [---] followers, [---] engagements


"$MTD: 3Q25 First Read: Solid 3Q Beat; FY26 Guide Puts Organic in MSD Territory EPS Captures Consensus"  
[X Link](https://x.com/BottomUpEquity/status/1986710578631446598)  2025-11-07T08:21Z [----] followers, [---] engagements


"$XYZ: 3Q25 Wrap: Strong Core Momentum Intact"  
[X Link](https://x.com/BottomUpEquity/status/1986712113885192395)  2025-11-07T08:27Z [---] followers, [----] engagements


"$YETI 3Q25 International Development Drives Lift in FY25 Outlook"  
[X Link](https://x.com/BottomUpEquity/status/1986718355244327076)  2025-11-07T08:52Z [---] followers, [---] engagements


"$FROG It Keeps Getting Easier Being Green; Target to $64"  
[X Link](https://x.com/BottomUpEquity/status/1986718534118830269)  2025-11-07T08:53Z [---] followers, [--] engagements


"$TXRH: A Cut Above on Traffic but Beef Still Has Bite https://twitter.com/i/web/status/1986718885521895877 https://twitter.com/i/web/status/1986718885521895877"  
[X Link](https://x.com/BottomUpEquity/status/1986718885521895877)  2025-11-07T08:54Z [----] followers, [---] engagements


"$WYNN 3Q25 Recap: Premium Multiples Should Be Ascribed To Consumer Facing Companies Specializing In The HighEnd.This Equals WYNN"  
[X Link](https://x.com/BottomUpEquity/status/1986719164787044404)  2025-11-07T08:55Z [---] followers, [---] engagements


"$SOLV: Third Quarter Outperformance Highlights Sustained And Positive Transformation Momentum"  
[X Link](https://x.com/BottomUpEquity/status/1986719556862083574)  2025-11-07T08:57Z [---] followers, [--] engagements


"$CCL: Investor Day Recap; If You Believe CCL Didnt Get Asked One Question About The Caribbean We Have A Bridge To Sell You"  
[X Link](https://x.com/BottomUpEquity/status/1986719707748040916)  2025-11-07T08:57Z [---] followers, [---] engagements


"$EPAM Market Remains Skeptical We Do Not; Metrics Continue to Improve https://twitter.com/i/web/status/1986726834789085506 https://twitter.com/i/web/status/1986726834789085506"  
[X Link](https://x.com/BottomUpEquity/status/1986726834789085506)  2025-11-07T09:26Z [----] followers, [---] engagements


"$TTD: 4Q Guide Implies '25 Underlying Growth of +21% (ex-Political); No Political Noise in '26"  
[X Link](https://x.com/BottomUpEquity/status/1986744185094091258)  2025-11-07T10:35Z [---] followers, [---] engagements


"Why is Chris Hohn still holding this Down 50% in the last [--] years. $CLNX"  
[X Link](https://x.com/BottomUpEquity/status/1986777693778796704)  2025-11-07T12:48Z [----] followers, [---] engagements


"$CELH: Reducing 4Q Estimates for a Noisy Quarter"  
[X Link](https://x.com/BottomUpEquity/status/1986779669149171972)  2025-11-07T12:56Z [---] followers, [----] engagements


"$QBTS D-Wave Quantum: Momentum Continues Across Key Financial and Technology Metrics; 3Q Review"  
[X Link](https://x.com/BottomUpEquity/status/1986781430731686230)  2025-11-07T13:03Z [---] followers, [---] engagements


"$DKNG: 3Q25 First Take: Q3 Miss & FY25 Guide Cut on Outcomes & Prediction Losses; Sports Contracts Launching in 'Coming Months'"  
[X Link](https://x.com/BottomUpEquity/status/1986789231830749527)  2025-11-07T13:34Z [---] followers, [----] engagements


"$KKR 3Q25 First Look: FRE Beat; Stronger Fundraising"  
[X Link](https://x.com/BottomUpEquity/status/1986792350375346578)  2025-11-07T13:46Z [----] followers, [---] engagements


"$BAM 3Q25 First Look - DE Beat Mostly on Credit Management Fees"  
[X Link](https://x.com/BottomUpEquity/status/1986805831497588858)  2025-11-07T14:39Z [----] followers, [---] engagements


"$MNST Stronger Rev and Margins in 3Q; Innovation Driving Momentum Into 2026"  
[X Link](https://x.com/BottomUpEquity/status/1986811378334638583)  2025-11-07T15:02Z [---] followers, [---] engagements


"S&P [---] down 1% today and 3.5% off ATH. Where is the smooth market functioning Has Jeremy Siegel gone on CNBC yet to demand an emergency rate cut"  
[X Link](https://x.com/BottomUpEquity/status/1986823570765279660)  2025-11-07T15:50Z [---] followers, [---] engagements


"$CW: Strong Growth Prospects Great Execution; Comes at a Price"  
[X Link](https://x.com/BottomUpEquity/status/1986825524782518376)  2025-11-07T15:58Z [---] followers, [---] engagements


"@unusual_whales $CRWV CDS is up almost 20% this week"  
[X Link](https://x.com/BottomUpEquity/status/1986838284622770287)  2025-11-07T16:48Z [---] followers, [----] engagements


"@cap_zay Yeah and why is Jeremy Siegel not on CNBC yet demanding an emergency rate cut This is a bloodbath"  
[X Link](https://x.com/BottomUpEquity/status/1986844865087611084)  2025-11-07T17:15Z [---] followers, [--] engagements


"$RKLB 3Q Preview: Expecting a Solid Q; Small Launch Leader Delivers Precision & Repeatability While Eyeing Neutron For YE Launch"  
[X Link](https://x.com/BottomUpEquity/status/1986885651157958819)  2025-11-07T19:57Z [---] followers, 25.3K engagements


"@jinseongeo83473 @mottbox_ Here are the rest if youre interested. $RKLB"  
[X Link](https://x.com/BottomUpEquity/status/1986890808440537423)  2025-11-07T20:17Z [---] followers, [---] engagements


"$FOUR 3Q25 Wrap: Macro Adds Murkiness to an Otherwise Strong Print"  
[X Link](https://x.com/BottomUpEquity/status/1986952484586160564)  2025-11-08T00:22Z [---] followers, [----] engagements


"Texas Roadhouse EPS up 19x since [----] (15% CAGR). Absolute beast of a compounder. Question is how much longer they can keep it up. $TXRH"  
[X Link](https://x.com/BottomUpEquity/status/1986956387155648631)  2025-11-08T00:38Z [---] followers, [--] engagements


"This will be the world largest company one day. $GOOGL has compounded EPS at 27% a year since [----]. Thats 155x in two decades"  
[X Link](https://x.com/BottomUpEquity/status/1986961699337798052)  2025-11-08T00:59Z [---] followers, [---] engagements


"Novo Nordisk is trading at its lowest forward multiple since [----]. 12-month forward P/E is now [----] the lowest in [--] years. $NOVO $NVO"  
[X Link](https://x.com/BottomUpEquity/status/1987129852412006580)  2025-11-08T12:07Z [---] followers, [----] engagements


"This is exactly why Ive been lowering my exposure to $NVDA and $AMD. All the MAG7 are ramping up their own chip programs to reduce dependence on third-party GPUs. The strongest moat still lies with $TSM which manufactures them all anyway whether its Googles TPUs or Nvidias GPUs. To make it clear: Meta plans to use its own ASIC for the most part & will design ARM based server CPU for itself. Google will do the same. Amazon already do that. All the big tech that have scale & money can use their own chips. Nvidia does not have a lock on TSMC production To make it clear: Meta plans to use its own"  
[X Link](https://x.com/BottomUpEquity/status/1987538218435146148)  2025-11-09T15:10Z [---] followers, [---] engagements


"@CapitalStoa Why do you like it What's your bull thesis Certainly not that expensive anymore as it trades just below 10x this year's RLFCF"  
[X Link](https://x.com/BottomUpEquity/status/1987621365722071061)  2025-11-09T20:40Z [---] followers, [--] engagements


"Whats Jefferies got against $NVO Theyve had a sell rating since [----] and a [---] DKK price target the lowest on the Street. The stock ran 6x while they stayed bearish the whole way up with their target sitting miles below the actual price the entire time. $NOVO"  
[X Link](https://x.com/BottomUpEquity/status/1987783784876708185)  2025-11-10T07:26Z [---] followers, [----] engagements


"Heres the newer version of that chart. Hyperscalers show up in the Non Capital Intensive group. Thats because Goldman defines capital intensity using industry-level averages not each companys own capex numbers. If you moved MAG [--] into the Capital Intensive basket the chart would look very different. $AMZN $GOOGL $META $MSFT"  
[X Link](https://x.com/BottomUpEquity/status/1987797988643623093)  2025-11-10T08:22Z [---] followers, [--] engagements


"$ENX.FP $ENX Euronext: 3Q25 Wrap In-Line Quarter; Raising Estimates on Share Repurchases"  
[X Link](https://x.com/BottomUpEquity/status/1987800316675334472)  2025-11-10T08:31Z [---] followers, [--] engagements


"Good time to restart the buybacks. $NVO $NOVO"  
[X Link](https://x.com/BottomUpEquity/status/1987823784980525180)  2025-11-10T10:04Z [---] followers, [---] engagements


"Goldman: Hedge funds dumped consumer discretionary stocks to pandemic-era lows"  
[X Link](https://x.com/BottomUpEquity/status/1987846045846438105)  2025-11-10T11:33Z [---] followers, [--] engagements


"$TTMI: [----] Stifel Midwest One-on-One Conference Takeaways; Buy"  
[X Link](https://x.com/BottomUpEquity/status/1987851984414917064)  2025-11-10T11:57Z [---] followers, [---] engagements


"STOCKS TO WATCH $AAL American Airlines Group Inc $DAL Delta Air Lines Inc $LUV Southwest Airlines Co & $UAL United Airlines Holdings Inc: Hundreds of thousands of travelers had their flights delayed or canceled on Sunday in the worst day for disruptions since the start of a U.S. government shutdown as Transportation Secretary Sean Duffy warned of worse to come in the run-up to the Thanksgiving holiday. Airlines canceled more than [----] U.S. flights and delayed more than [-----] on Sunday in the third day of government-mandated flight cuts due to rising air traffic control staffing shortages"  
[X Link](https://x.com/BottomUpEquity/status/1987857919342174245)  2025-11-10T12:20Z [---] followers, [--] engagements


"$DKNG 3Q25 Review: Messy Print And Still Several Questions Though Stock Reaction Suggests Sentiment/Valuation May Be Bottoming"  
[X Link](https://x.com/BottomUpEquity/status/1987867335496253507)  2025-11-10T12:58Z [---] followers, [---] engagements


"$H Hyatt Hotels Corporation"  
[X Link](https://x.com/BottomUpEquity/status/1987869600709828652)  2025-11-10T13:07Z [---] followers, [--] engagements


"$VRTX ASN 2025: RUBY OLE Data Highlights Pove's Best-In-Class Potential in IgAN and Differentiated Profile in pMN"  
[X Link](https://x.com/BottomUpEquity/status/1987873375608565762)  2025-11-10T13:22Z [---] followers, [---] engagements


"$MTD 3Q25 Review: Strong 3Q With Some Bolt-Ons; Initial Guide Sets '26 Up To Look Good"  
[X Link](https://x.com/BottomUpEquity/status/1987876144037744835)  2025-11-10T13:33Z [----] followers, [---] engagements


"$BAM 3Q25 Wrap - Beat in Quarter but Lowering Estimates Slightly"  
[X Link](https://x.com/BottomUpEquity/status/1987884448751190152)  2025-11-10T14:06Z [---] followers, [---] engagements


"$ETOR eToro Group: 3Q25 First Look Adjusted EBITDA Beat on Higher Crypto Trading Revenue"  
[X Link](https://x.com/BottomUpEquity/status/1987886218634203325)  2025-11-10T14:13Z [----] followers, [---] engagements


"$PGY Pagaya Technologies: 3Q25 First Look: Solid Qtr Credit in Check https://twitter.com/i/web/status/1987889516636438646 https://twitter.com/i/web/status/1987889516636438646"  
[X Link](https://x.com/BottomUpEquity/status/1987889516636438646)  2025-11-10T14:26Z [----] followers, [----] engagements


"$KKR 3Q25 Wrap FRE Beat in the Quarter; Tweaking Estimates"  
[X Link](https://x.com/BottomUpEquity/status/1987915654393958787)  2025-11-10T16:10Z [---] followers, [---] engagements


"$DUOL is down 65% since Antonio Linares said it had [---] potential [--] months ago. If my maths right that means its now got [---] potential. Companies with 100X potential: [--]. $PLTR [--]. $DUOL [--]. $HIMS [--]. $ASTS [--]. $RKLB Companies with 100X potential: [--]. $PLTR [--]. $DUOL [--]. $HIMS [--]. $ASTS [--]. $RKLB"  
[X Link](https://x.com/BottomUpEquity/status/1987928655750664493)  2025-11-10T17:01Z [---] followers, [---] engagements


"$CART Maplebear : October Off to a Good Start; 4Q Strength Expected From Orders Not Ads"  
[X Link](https://x.com/BottomUpEquity/status/1987956437562368323)  2025-11-10T18:52Z [---] followers, [---] engagements


"$csu.to is cooked"  
[X Link](https://x.com/BottomUpEquity/status/1987967048274632980)  2025-11-10T19:34Z [---] followers, [---] engagements


"$CMT Camtek : CY25 on track for +15% growth; initial CY26 growth outlook 2H-weighted"  
[X Link](https://x.com/BottomUpEquity/status/1987996673428344852)  2025-11-10T21:31Z [---] followers, [---] engagements


"Stifel has a buy with TP $29 on $FUN "Our Take: Look we get it this is a very difficult story to grasp right now especially if youre a long-only investor. Why do I need to own this name now You probably dont as the remainder of the [----] operating season is essentially over and from here we dont expect any material positive surprises in terms of attendance/EBITDA in 4Q25 unless you want to make some heroic call around weather patterns. In addition recent visitation/spend/season pass patterns have been mixed at best and on top of all that you arent even sure whos going to be running this"  
[X Link](https://x.com/BottomUpEquity/status/1988007732616495448)  2025-11-10T22:15Z [---] followers, [----] engagements


"$MLM 3Q25 Recap: Agg Price/Cost Tailwinds Look to Extend into [----] https://twitter.com/i/web/status/1988015888541642943 https://twitter.com/i/web/status/1988015888541642943"  
[X Link](https://x.com/BottomUpEquity/status/1988015888541642943)  2025-11-10T22:48Z [----] followers, [---] engagements


"$OPEN Opendoor Technologies Inc. Underperform TP $2.00"  
[X Link](https://x.com/BottomUpEquity/status/1988195253417861214)  2025-11-11T10:41Z [---] followers, [---] engagements


"$AMAT Applied Materials F4Q(Oct) Preview - China waning DRAM warming Foundry waiting"  
[X Link](https://x.com/BottomUpEquity/status/1988209590794588557)  2025-11-11T11:38Z [----] followers, [---] engagements


"$RKLB Rocket Lab USA Delivers Record Rev and GMs and Added [--] Electron Launch Contracts; Neutron Pushes to 1Q as Mgmt Prioritizes Mission Success"  
[X Link](https://x.com/BottomUpEquity/status/1988216134588658046)  2025-11-11T12:04Z [---] followers, [---] engagements


"$KALV 3Q25 Update: Ekterly Launch Continues to Look Strong and Gradually Prove Out the Bull Case"  
[X Link](https://x.com/BottomUpEquity/status/1988219706004709387)  2025-11-11T12:18Z [----] followers, [---] engagements


"$PLMR Raising EPS and TP on Solid Growth; Maintain OP https://twitter.com/i/web/status/1988234505413427694 https://twitter.com/i/web/status/1988234505413427694"  
[X Link](https://x.com/BottomUpEquity/status/1988234505413427694)  2025-11-11T13:17Z [----] followers, [---] engagements


"$PGY Pagaya Technologies 3Q25 Wrap Up: Another Beat but More Is Yet to Come https://twitter.com/i/web/status/1988239035215614193 https://twitter.com/i/web/status/1988239035215614193"  
[X Link](https://x.com/BottomUpEquity/status/1988239035215614193)  2025-11-11T13:35Z [----] followers, [----] engagements


"$CLDX Celldex Therapeutics : 3Q25 Recap: Barzolvolimab Pivotal Trials Enrolling--Primary Completion Fall 2026"  
[X Link](https://x.com/BottomUpEquity/status/1988240544925978980)  2025-11-11T13:41Z [----] followers, [----] engagements


"$ALL The Allstate Corporation: Raising EPS and TP on Improving PIF Growth; Maintain OP Rating"  
[X Link](https://x.com/BottomUpEquity/status/1988244319795376202)  2025-11-11T13:56Z [---] followers, [---] engagements


"$FRMI Fermi 3Q Update Highlights Progress; Ticking off Milestones Toward [----] Operations FRMI's 3Q25 Shareholder Letter provided a progress update toward its short-term goal of delivering power in [----] and its longer-term aspirations for an 11GW private power campus to meet the rising needs of hyper scalers. As we discussed in If You Build It They Will Come: Initiating with Buy on FRMI and $29 Target Price we believe FRMI is well positioned to deliver on its goals supported by its land access to natural gas water and fiber and leadership team with deep ties to Texas. The company's progress"  
[X Link](https://x.com/BottomUpEquity/status/1988262287598145576)  2025-11-11T15:07Z [----] followers, [----] engagements


"All neoclouds are heavily shorted with short interest near 52-week highs. $CRWV $NBIS $IREN $GLXY $APLD $CIFR $RIOT $CORZ $WULF $HUT $CLSK"  
[X Link](https://x.com/BottomUpEquity/status/1988318659304153251)  2025-11-11T18:51Z [---] followers, [---] engagements


"$SOFI SoFi Technologies Underperform"  
[X Link](https://x.com/BottomUpEquity/status/1988319632684392599)  2025-11-11T18:55Z [---] followers, [---] engagements


"Did the Vibes release really move the needle this much $META Meta AI leads the pack in MoM growth among the leading GenAI tools. https://t.co/VSXyj5P5eX Meta AI leads the pack in MoM growth among the leading GenAI tools. https://t.co/VSXyj5P5eX"  
[X Link](https://x.com/BottomUpEquity/status/1988324002591633787)  2025-11-11T19:12Z [---] followers, [---] engagements


"$PH: A Very Parker Type of Acquisition; Acquires Filtration Group Corporation https://twitter.com/i/web/status/1988391667074793797 https://twitter.com/i/web/status/1988391667074793797"  
[X Link](https://x.com/BottomUpEquity/status/1988391667074793797)  2025-11-11T23:41Z [----] followers, [---] engagements


"Stifels 64-page initiation coverage on $FRMI"  
[X Link](https://x.com/BottomUpEquity/status/1988395303918334447)  2025-11-11T23:55Z [---] followers, [----] engagements


"$BILL According to Bloomberg BILL is reportedly exploring strategic options including a potential sale of the company. The article states that BILL is working with a financial adviser to gauge interest from potential buyers which could include larger industry competitors and private equity firms"  
[X Link](https://x.com/BottomUpEquity/status/1988408512389521428)  2025-11-12T00:48Z [---] followers, [----] engagements


"$ALC Alcon 3Q25 Quick Take: In-Line CC Sales Growth and (More Notably) Reiterated Guidance Should Be Viewed Positively"  
[X Link](https://x.com/BottomUpEquity/status/1988409102158963099)  2025-11-12T00:50Z [---] followers, [---] engagements


"$AMD Investor Day 2025; It All Hinges On Rack-Scale Execution But Customer Engagements Recent Progress Yield Strong L.T. Targets"  
[X Link](https://x.com/BottomUpEquity/status/1988555559742628232)  2025-11-12T10:32Z [---] followers, [---] engagements


"$ONON 3Q25 Quick Look: 1/2 Standout 3Q topline performance (+34.5% cc +24.9% y/y reported) is complemented by a stepfunction change in gross margin (+510bps y/y or +310bps y/y ex-1x items). Consistent 2-yr CAGR (3Q +33.8% 2-yr. cc CAGR vs. +33.7% cc in 2Q and +34.5% in 1Q) reflects strong development of the brand across regions and categories. Zooming out the +34% cc FY25 topline outlook is an impressive development from +33% cc in FY24 tracking well ahead of pace for the 3-year [----] target of CHF 3.55bn and achieving the 18.0% adj. EBITDA target a year early. Increased FY25 guidance (CHF"  
[X Link](https://x.com/BottomUpEquity/status/1988610887138136426)  2025-11-12T14:12Z [---] followers, [---] engagements


"@conorsen Also the most attractively valued and fastest-growing (ex. $NVDA). Im adding here"  
[X Link](https://x.com/BottomUpEquity/status/1988639341019648301)  2025-11-12T16:05Z [---] followers, [---] engagements


"FT Alphaville just ran the math on OpenAIs compute bill and Its not pretty. $MSFT $ORCL $CRWV $NVDA "Using the rolling four-quarter growth rates based on the data as presented OpenAIs implied group minimum revenue before its sharing agreements might be covering the inference costs by around [----]. Net of the [--] per cent Microsoft revenue share OpenAIs minimum estimated revenue would cover inference costs approximately never""  
[X Link](https://x.com/BottomUpEquity/status/1988694809540735409)  2025-11-12T19:46Z [---] followers, [---] engagements


"$CRDO Credo Technology Unveils Weaver: A New Memory Fanout Architecture to Scale Memory Cost-Effectively at the Silicon Level On November [--] [----] CRDO announced its new Omniconnect Weaver memory fanout architecture. The design promises to help solve the memory wall problem in inference workloads. Weaver is the first product in CRDOs new OmniConnect family. In an initial design win inference hardware startup Positron AI tapped CRDO to enable its latest generation inference computer (Asimov) with the highest memory per silicon in the market. Asimov's launch is scheduled for 2H26E and it could"  
[X Link](https://x.com/BottomUpEquity/status/1988728406301896920)  2025-11-12T21:59Z [----] followers, [----] engagements


"$ONON Market Share Progress Continues with Constructive Growth and Margin Outlook Into FY26"  
[X Link](https://x.com/BottomUpEquity/status/1988728682073190755)  2025-11-12T22:00Z [---] followers, [---] engagements


"Actually I would disagree. $META's moat is stronger than people think. In 21/22 the $META was getting hit from every direction at the same time: Apples iOS14 privacy changes TikTok pulling user attention a global advertising slowdown and heavy regulatory pressure. Revenue went flat for a period but now it's back to being the fastest growing mega cap (ex $NVDA). The multiple is still below the market while the growth rate is well above the market. It is cheap on both a relative and absolute basis. No it is not November [----] but that kind of setup is a once-in-a-decade opportunity at best and"  
[X Link](https://x.com/BottomUpEquity/status/1988739575678923248)  2025-11-12T22:43Z [---] followers, [---] engagements


"LOL. What is this Capex for ants Has anyone told the Chinese that were in an AI race Street models low-teens capex spending at best for $BABA and $TCEHY while $BIDU doesnt even break 10%. $ORCL capex intensity stands out here as Street models it pushing 50% of sales CY26 relatively the most aggressive setup among large-cap tech. $MSFT and $GOOGL start from a much higher base and numbers look more moderate. $META is clearly more aggressive as Street https://t.co/dzyuyXapNE $ORCL capex intensity stands out here as Street models it pushing 50% of sales CY26 relatively the most aggressive setup"  
[X Link](https://x.com/BottomUpEquity/status/1988774166200246594)  2025-11-13T01:01Z [----] followers, [----] engagements


"Similar story if you look at CAPEX / EBITDA (ex SBC). Chinese big tech still barely investing compared to U.S. peers. $BABA $TCEHY $BIDU"  
[X Link](https://x.com/BottomUpEquity/status/1988777186204217716)  2025-11-13T01:13Z [---] followers, [---] engagements


"@TheLongInvest Just buy the LAG [--]. The one that lags just buy it. Works every time"  
[X Link](https://x.com/BottomUpEquity/status/1988779019479961792)  2025-11-13T01:20Z [---] followers, [----] engagements


"@michaeljburry @CNBC @WSJ @FT So the Big Short [--] was $9.2M. This is the short everyone and their mother was losing their minds over. LOL"  
[X Link](https://x.com/BottomUpEquity/status/1988782646990967217)  2025-11-13T01:35Z [---] followers, 68.6K engagements


"$CELC Celcuity : 3Q25 & Stifel [----] HC Conf Recap: Management Hints At Broadening 1L MBC Trial Eligibility Increasing Target Price to $115 Following the 3Q25 call and our fireside chat with CELC CEO Brian Sullivan at The [----] Stifel Healthcare Conference (held in NYC November 11-13) we are updating our model to reflect managements 3Q25 in-line earnings announcement. Herein we provide a recap of our fireside chat during which management publicly indicated interest in expanding eligibility of the VIKTORIA-2 endocrine-resistant 1L trial to a broader 1L population based on the strength of"  
[X Link](https://x.com/BottomUpEquity/status/1988784637863153775)  2025-11-13T01:43Z [----] followers, [---] engagements


"$ASND Ascendis Pharma 3Q25 Recap: Yorvipath Growth Healthy Despite Seasonality Headwinds; TransCon CNP PDUFA On-Track"  
[X Link](https://x.com/BottomUpEquity/status/1988972098237124951)  2025-11-13T14:07Z [----] followers, [---] engagements


"$CRWV CDS blew up another 5% to [---] bps. The market is now pricing a 40% default chance. This is getting ugly. Another day another high for $CRWV CDS. https://t.co/E1m2OKut0M Another day another high for $CRWV CDS. https://t.co/E1m2OKut0M"  
[X Link](https://x.com/BottomUpEquity/status/1989009670279692645)  2025-11-13T16:37Z [---] followers, [----] engagements


"$VFC VF Corporation VFC disclosed the closing of the sale of the Dickies brand to Bluestar Alliance as previously announced on 9/15/25 for $600mn in cash subject to customary adjustments. The disclosure reveals Dickies generated a 5.9% EBIT margin on previously disclosed $542mn revenue in FY25 aligning with VFCs overall profitability and validating the sale rationale given the favorable sale multiple of 15x EV/EBITDA. Looking ahead the streamlined VFC portfolio has a $9.2bn revenue run rate with capacity for +LSD% growth driven by Outdoor (+MSD% growth at favorable margins) and flattish"  
[X Link](https://x.com/BottomUpEquity/status/1989231337425740208)  2025-11-14T07:18Z [----] followers, [---] engagements


"$HD / $LOW 3Q25 Preview: Cautious View. Downgrade $HD to Hold We believe the home improvement category is at best stagnant and potentially deteriorating ahead of difficult November/December comparisons. We continue to believe the drivers of the home improvement category are firmly in-tact but believe the near-term setup is too challenging to maintain our positive approach. We have reduced our HD/LOW 2H25E/ FY26E/FY27E to include a weaker 2H25 and a delayed home improvement category recovery. We are now meaningfully below consensus for both and we do not believe buyside expectations appreciate"  
[X Link](https://x.com/BottomUpEquity/status/1989250384980852797)  2025-11-14T08:33Z [---] followers, [--] engagements


"$COLM Columbia Sportswear Company Appoints New Co-Presidents in Succession Planning Columbia announced the appointment of new Co-Presidents Peter Bragdon and Joseph Boyle as a step in succession planning with both reporting to Tim Boyle who will continue to serve as CEO and Chairman and remains actively engaged in his leadership of the business. Mr. Bragdon becomes President of the company while Mr. Joseph Boyle son of Tim Boyle becomes President of the Columbia brand representing a step-up in responsibilities for both. The distinction is somewhat nuanced the co-president model enables"  
[X Link](https://x.com/BottomUpEquity/status/1989260515911065652)  2025-11-14T09:14Z [----] followers, [---] engagements


"$HOOD Robinhood Markets October Metrics - Strong Volumes Consistent w/ 3Q Call Commentary QTD volumes for equities options and crytpo are all tracking above our full-quarter estimates. Securities lending revenues are tracking in line with our monthly average estimates while net deposits are tracking slightly below. Note: Select October metrics were disclosed at HOOD's earnings on November 5th though we have more granularity/detail with this report"  
[X Link](https://x.com/BottomUpEquity/status/1989265047001206965)  2025-11-14T09:32Z [---] followers, [---] engagements


"$RLI RLI Corp. - Announces CFO Retirement at Year-End On Thursday afternoon RLI announced that CFO Todd Bryant will retire at yearend succeeded by Aaron Diefenthaler currently RLI's Chief Investment Officer and Treasurer. We hold both Mr. Bryant and Mr. Diefenthaler in very high regard and we expect a seamless handoff. We maintain our Outperform rating and $85 price target"  
[X Link](https://x.com/BottomUpEquity/status/1989267813975114151)  2025-11-14T09:43Z [----] followers, [---] engagements


"@investwithwes1 How do you get [--] $DUOL NTM P/E is almost double that 39.6"  
[X Link](https://x.com/BottomUpEquity/status/1989274532054737138)  2025-11-14T10:09Z [---] followers, [---] engagements


"$TRVI Trevi Therapeutics - 3Q25: Haduvio Approaching Late-Stage Advancement Across Cough Indications We reiterate our Buy on TRVI; $15 TP. Having demonstrated strong proof-of-concept with rapid and persistent reductions in cough frequency across both its studied indicationsIPFCC/Ph.2b CORAL and RCC/Ph.2a RIVERTRVI is approaching late-stage development with its unique kappa agonist/mu antagonist Haduvio. TRVI has requested its EOP2 meeting with FDA (4Q25) to discuss next development steps including both Ph.3 design in lead indication IPF-CC and potential to progress directly into a parallel"  
[X Link](https://x.com/BottomUpEquity/status/1989276370845745470)  2025-11-14T10:17Z [----] followers, [---] engagements


"$CRM Salesforce - Preview: Agents Remain Early But Halo Effect Remains Consistent Following the close of Salesforce's F3Q we spoke with four partners to get an update postDreamforce. Partner commentary around Agentforce deployments (and ARR) remains mixed with partners noting little change q/q: most customers are still optimizing their data ecosystems for AI adoption while Agentforce deployments largely focus on narrow use cases and remain proof-of-concept projects today. Partner performance/business was instead driven by core expansion in some cases due to customers looking to tap into "the"  
[X Link](https://x.com/BottomUpEquity/status/1989282913511485844)  2025-11-14T10:43Z [---] followers, [---] engagements


"$SPGI S&P Global - [----] Investor Day: Medium-to-Long Term Targets Inline; Company Leaning into AI For Both Sales and Productivity Improvements Our main high-level takeaway is the company is leaning into AI to drive both revenue growth opportunities and overall efficiency in the business. The company seems to be experiencing success in leveraging the Chief Client Office (CCO) that it established in [----] to drive growth across the organization. We expect leaning into AI to be somewhat of a recurring theme over the next couple of years. The updated medium-to-long term financial targets are"  
[X Link](https://x.com/BottomUpEquity/status/1989287444299067624)  2025-11-14T11:01Z [----] followers, [---] engagements


"$PLNT Planet Fitness - With Marketing In a Bulking Phase Growth Should Beef Up Our View: At its first investor day in three years Planet outlined its strategic growth plan aimed at evolving its consumer appeal. The brand is broadening its focus to not only attract its traditional "get off the couch" audience but also to engage consumers with active lifestyles and gym memberships. We view this shift positively as it aligns with the evolving preferences of younger cohorts while retaining significance for core users. The plan involves upgrading marketing capabilities and improving the member"  
[X Link](https://x.com/BottomUpEquity/status/1989299019768594717)  2025-11-14T11:47Z [----] followers, [---] engagements


"$UAA Under Armour - Expands Restructuring Plan and Announces Curry Brand Separation Under Armour announced $90mn incremental restructuring charges and the separation of the Curry Brand. The Curry Brand primarily representing basketball shoes for sharpshooter Steph Curry was reportedly on pace to achieve $100mn to $120mn revenue in FY26 (or 2% of revenue). The separation is modestly accretive to operating margin but lowers the overall revenue base. Strategically Under Armour has opportunity to focus on driving growth with their own brand. Continued cost-cutting programs are disappointing"  
[X Link](https://x.com/BottomUpEquity/status/1989304052711100481)  2025-11-14T12:07Z [----] followers, [---] engagements


"$AMAT Applied Materials - F4Q(Oct) Modest beat initial outlook; Too conservative on China DRAM Applied Materials F4Q(Oct) results modestly exceeded ours/cons. estimates with QQ strength in DRAM offsetting QQ declines in China Foundry-Logic. Guidance for F1Q(Jan) was also slightly ahead of estimates. Applied anticipates shipments/revenue accelerating by calendar 2H26 but expects a more modest upward revenue trajectory through calendar 1H26. Based on two factors: 1) U.S. recent relaxation/temporary reversal of tighter China export restrictions and 2) very steeply rising DRAM prices we suspect"  
[X Link](https://x.com/BottomUpEquity/status/1989309337605734478)  2025-11-14T12:28Z [----] followers, [---] engagements


"Aaand it looks like were heading into another risk-off session today. $NVDA $IREN $NBIS $CRWV $ORCL $TSLA"  
[X Link](https://x.com/BottomUpEquity/status/1989317130852950203)  2025-11-14T12:58Z [---] followers, [---] engagements


"This shows the magnitude of the entire AI data-center pipeline in gigawatts including what is built underway planned and stalled. Massive. $MSFT $NVDA $IREN $NBIS $CRWV"  
[X Link](https://x.com/BottomUpEquity/status/1989330411588137116)  2025-11-14T13:51Z [---] followers, [---] engagements


"@saylor @AtlasHodld Bitcoin seems to be in an interesting spot. $BTC"  
[X Link](https://x.com/BottomUpEquity/status/1989332211925938253)  2025-11-14T13:58Z [---] followers, [----] engagements


"Terry Smith (Fundsmith) just updated his $19.8 Billion portfolio. Biggest moves: Sold 50% of $MSFT and $META Trimmed 20% of $PM and 7.5% of $GOOGL Added 25% to $ZTS and 10% to $WAT"  
[X Link](https://x.com/BottomUpEquity/status/1989338049986404806)  2025-11-14T14:22Z [---] followers, [---] engagements


"$CRM Preview: Agents Remain Early But Halo Effect Remains Consistent + Announces Acquisition Of Doti $DT Announces Enhanced Integrations With Microsoft"  
[X Link](https://x.com/BottomUpEquity/status/1989343561230528962)  2025-11-14T14:43Z [---] followers, [---] engagements


"$SCHW The Charles Schwab: October Metrics Sweep Cash Up Slightly MoM"  
[X Link](https://x.com/BottomUpEquity/status/1989389925939384780)  2025-11-14T17:48Z [---] followers, [---] engagements


"@financialjuice $TCEHY dumped 7% on similar military accusations in January but it clawed it all back within months. These geopolitical shocks often fade quicker than people expect"  
[X Link](https://x.com/BottomUpEquity/status/1989395873378570546)  2025-11-14T18:11Z [---] followers, [----] engagements


"Say whatever you want about $CSU but you cant deny the track record. Its been absolutely outstanding. 33% CAGR since [----] even after the biggest drawdown ever. You just cherry-picked a bad period. Acquiring software vs building software that dominates. $CSU $PLTR https://t.co/aDFfzUGExp Acquiring software vs building software that dominates. $CSU $PLTR https://t.co/aDFfzUGExp"  
[X Link](https://x.com/BottomUpEquity/status/1989422658492977218)  2025-11-14T19:58Z [---] followers, [----] engagements

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