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# ![@BourbonCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::251912158.png) @BourbonCap Bourbon Capital

Several investors and analysts are discussing companies with strong potential in emerging technologies, including artificial intelligence, robotics, and data centers. Notable companies mentioned include UiPath ($PATH), Nvidia ($NVDA), and ASML ($ASML), which are leaders in their respective fields. Many of these companies are experiencing corrections, making them potential buying opportunities.

### Engagements: XXXXXXX [#](/creator/twitter::251912158/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +121%
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- X Year XXXXXXXXXX +636%

### Mentions: XXX [#](/creator/twitter::251912158/posts_active)
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- X Week XXX -XXXX%
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### Followers: XXXXXX [#](/creator/twitter::251912158/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:followers.svg)

- X Week XXXXXX +1.60%
- X Month XXXXXX +9%
- X Months XXXXXX +34%
- X Year XXXXXX +709%

### CreatorRank: XXXXXX [#](/creator/twitter::251912158/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::251912158/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1672 [technology brands](/list/technology-brands)  #7005 [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$asml](/topic/$asml) #3, [asml](/topic/asml) #3, [$amzn](/topic/$amzn) #25, [stocks](/topic/stocks) #1326, [$fico](/topic/$fico) #3, [$four](/topic/$four) #10, [$dlo](/topic/$dlo) #21, [$cprt](/topic/$cprt) #47, [$crm](/topic/$crm) #16, [$meli](/topic/$meli) #13

**Top accounts mentioned or mentioned by**
[@gainifyio](/creator/undefined) [@sergeycyw](/creator/undefined) [@tacticzh](/creator/undefined) [@thetikr](/creator/undefined) [@007ofwallst](/creator/undefined) [@stockunlock](/creator/undefined) [@alerts_bullish](/creator/undefined) [@gainify_io](/creator/undefined) [@bourboninsider](/creator/undefined) [@marketrider42](/creator/undefined) [@investibrew](/creator/undefined) [@dividenddude_x](/creator/undefined) [@wealthmatica](/creator/undefined) [@grok](/creator/undefined) [@shivamkashan](/creator/undefined) [@wealthonomic1](/creator/undefined) [@sofigoodboy](/creator/undefined) [@engbigdata](/creator/undefined) [@futureman1977](/creator/undefined) [@rumorandvalue](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [4 (FOUR)](/topic/$four) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Copart, Inc. (CPRT)](/topic/$cprt) [Cream (CRM)](/topic/$crm) [MercadoLibre Inc (MELI)](/topic/$meli) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [NuCypher (NU)](/topic/$nu) [Intuit Inc. (INTU)](/topic/$intu) [UiPath, Inc. (PATH)](/topic/$path) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Synopsys, Inc. (SNPS)](/topic/$snps) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Advanced Micro Devices (AMD)](/topic/$amd) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Novo-Nordisk (NVO)](/topic/$nvo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Decentral Games ICE (ICE)](/topic/$ice) [The Root Network (ROOT)](/topic/$root) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Bull Market (BULL)](/topic/$bull) [KLA Corp (KLAC)](/topic/$klac) [Fiserv, Inc. (FI)](/topic/$fi) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Mastercard, Inc. (MA)](/topic/$ma) [Taiwan Semiconductor (TSM)](/topic/$tsm) [ZetaChain (ZETA)](/topic/$zeta) [Salesforce Inc (CRM)](/topic/salesforce) [Visa, Inc. (V)](/topic/visa-inc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Moderna Inc (MRNA)](/topic/$mrna) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Alibaba Group (BABA)](/topic/$baba) [UnitedHealth Group (UNH)](/topic/$unh) [Plug Power, Inc. (PLUG)](/topic/$plug) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo)
### Top Social Posts [#](/creator/twitter::251912158/posts)
---
Top posts by engagements in the last XX hours

"UiPath $PATH is Such a hidden gem"  
[X Link](https://x.com/BourbonCap/status/1976990944177406266) [@BourbonCap](/creator/x/BourbonCap) 2025-10-11T12:39Z 57.9K followers, 184.2K engagements


"Peter Lynch doesnt own any AI stocks wild"  
[X Link](https://x.com/BourbonCap/status/1974905859844243912) [@BourbonCap](/creator/x/BourbonCap) 2025-10-05T18:33Z 57.8K followers, 79.8K engagements


"Arbe Robotics Ltd. $ARBE - Robot theme and XX% up pre market"  
[X Link](https://x.com/BourbonCap/status/1970116059081646401) [@BourbonCap](/creator/x/BourbonCap) 2025-09-22T13:20Z 57.8K followers, 9085 engagements


"Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at XX% per year delivering over XXX% returns in XX years"  
[X Link](https://x.com/BourbonCap/status/1970116021110632603) [@BourbonCap](/creator/x/BourbonCap) 2025-09-22T13:20Z 57.9K followers, 7197 engagements


"6. $NVDA - Nvidia Nvidia stands at the computational core of the robotics revolution powering the next generation of intelligent machines across industries. Its Jetson platform serves as the brain for millions of robots worldwide from drones and autonomous vehicles to industrial cobots and logistics systems. The company offers a complete robotics AI stack combining GPUs for perception and inference CUDA frameworks for motion planning and the Omniverse platform for large-scale 3D simulation and digital twin environments. Through Isaac Sim and Isaac ROS Nvidia enables developers to simulate"  
[X Link](https://x.com/BourbonCap/status/1977723860741959937) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 5822 engagements


"According to $AMD CEO Lisa Su chip demand continues to be strong"  
[X Link](https://x.com/BourbonCap/status/1975228046157427025) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T15:53Z 57.9K followers, 16.8K engagements


"The robotics transformation is no longer a concept its a rapidly forming multi-layered ecosystem that connects hardware intelligence and automation into a single evolving network. Each of these companies plays a distinct and essential role in shaping that future: - $GOOG and $BIDU: teaching robots how to think and navigate through advanced AI reasoning and perception. - $PATH and $CRM: teaching them how to work digitally automating business processes and enterprise workflows. - $AMZN and $ISRG: teaching them how to act physically through logistics healthcare and human-machine collaboration. -"  
[X Link](https://x.com/BourbonCap/status/1977723868077768830) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 8374 engagements


"$TTD The Trade Desk The Trade Desk is the largest independent demand-side platform (DSP) globally with an 1819% market share second only to Google DV360 but the undisputed leader in Connected TV (CTV) and the open internet. Kokai represents TTDs most significant platform advancement to date. Powered by its AI engine Koa Kokai automates and optimizes bidding strategies in real time. This year more than XX% of client spend flows through Kokai with adopters reporting a XX% reduction in cost per conversion. TTD processes in just XX seconds the same transaction volume that Visa and Mastercard"  
[X Link](https://x.com/BourbonCap/status/1975552088194027573) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 14.2K engagements


"11 Stocks to Buy and Hold for the Next Decade X. Amazon $AMZN Amazon remains a global powerhouse across cloud logistics and retail and is expected to maintain this leadership into the next decade through aggressive expansion in India Latin America and the Middle East. AWS holds XX% of the global cloud market and by 2035 it could remain the worlds largest cloud platform generating $300B+ in annual revenue while expanding its AI-as-a-service offerings. Generative AI demand is now a multibillion-dollar business growing at triple-digit YoY rates with demand outpacing supply. Amazon Pharmacy"  
[X Link](https://x.com/BourbonCap/status/1971564940579229954) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.9K followers, 274K engagements


"Moderna Inc $MRNA insider added $X million worth of shares"  
[X Link](https://x.com/BourbonCap/status/1897038737575702734) [@BourbonCap](/creator/x/BourbonCap) 2025-03-04T21:37Z 57.9K followers, 25.2K engagements


"Semiconductor insiders are buying for the first time in several years - $ASML insiders bought shares for the first time - $AMD insiders bought shares earlier this year for the first time since Lisa Su in 2012 - $AMAT CEO purchased shares for the first time since 2015. - $MRVL insiders have been buying the dips since they signed a partnership with Amazon. - $SNPS an insider bought a few shares after the crash a few weeks ago. - $SMTC insiders bought shares in 2023 and 2024 the first insider purchases since 2008. - $SWKS CEO bought share early this year This sector is going to be relevant for"  
[X Link](https://x.com/BourbonCap/status/1975181085697810660) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 88.3K engagements


"10. Fair Isaac $FICO FICO scores are used in nearly XX% of U.S. lending decisions underscoring the companys unmatched entrenchment with banks mortgage lenders and financial institutions. Its ubiquity creates a powerful network effect the more institutions that adopt it the more entrenched FICO becomes as the de facto standard of creditworthiness. The FICO Platform marks a strategic pivot toward a subscription-driven AI-powered decisioning ecosystem. It allows clients to reuse AI models and decision assets across the credit lifecycle and apply predictive analytics to raw data. FICO Score 10T"  
[X Link](https://x.com/BourbonCap/status/1971564984678174765) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.8K followers, 25.5K engagements


"6. Games Workshop Group PLC LON: $GAW Games Workshop Group manufactures and retails tabletop war-game systems and associated miniatures. - Profit Margin: XX% - ROIC: XX% - Earnings yield:2.91% - Expected EPS Growth (3 yr): X% - Expected Revenue Growth (3 yr): XXXX% - CAGR since IPO: XXXX% CARG 1991"  
[X Link](https://x.com/BourbonCap/status/1934597431506731367) [@BourbonCap](/creator/x/BourbonCap) 2025-06-16T13:02Z 57.9K followers, 2089 engagements


"4. $NU - Nu Holdings Ltd. ($14) NU has established itself as a fintech leader in Latin America transforming access to financial services in a region long dominated by traditional banks. In Q2 2025 Nu added XXX million net new customers bringing its total to nearly XXX million across Brazil Mexico and Colombia. With an activity rate above XX% evidence of deep engagement. NUs explosive growth underscores its dominance with 3500% revenue growth XXX% increase in commission and fees and XXX% rise in cash and equivalents. These metrics highlight both scalability and a strong financial foundation"  
[X Link](https://x.com/BourbonCap/status/1960693812868604349) [@BourbonCap](/creator/x/BourbonCap) 2025-08-27T13:20Z 57.9K followers, 17.5K engagements


"@Couch_Investor You could add $PATH and $FOUR as well i saw your video"  
[X Link](https://x.com/BourbonCap/status/1978488003623346271) [@BourbonCap](/creator/x/BourbonCap) 2025-10-15T15:47Z 57.9K followers, 4215 engagements


"2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted XX% by Google Lens adoption. YouTube is rapidly expanding into live sports connected TV and advertising and is expected to rival Netflix in revenue over the next few years. Alphabets AI strategy has gained significant momentum. Unlike peers that must attract users for new AI ideas Alphabet already operates at scale. Its AI overviews now reach over X billion monthly users across 200+ countries increasing query volume by XX% in supported categories enhancing engagement and"  
[X Link](https://x.com/BourbonCap/status/1971564945885036793) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.9K followers, 26.6K engagements


"Mobile Payments in LATAM - Over XX% of Latin Americans already use mobile wallets for everyday transactions. - In Argentina X out of every X people use MercadoPago. - Since Brazil implemented PIX the entire country has been shifting rapidly toward digital services. - LATAM will have over XXX million mobile internet users by the end of the year. MercadoLibre is the only fintech that connects all these countries providing both financial services and payment terminals. In Mexico alone there are over X million MercadoPago terminals and MercadoPago is the second-largest financial company in the"  
[X Link](https://x.com/BourbonCap/status/1978905908395622777) [@BourbonCap](/creator/x/BourbonCap) 2025-10-16T19:28Z 57.9K followers, 7542 engagements


"4. Intuitive Surgical $ISRG Intuitive Surgical is the clear leader in robotic-assisted surgery with over 10000 da Vinci systems installed worldwide. The newly launched da Vinci X has already seen XXX placements in Q2 raising the total installed base to XXX systems with over 100000 procedures already performed on the platform. The My Intuitive app now has over 14000 active surgeon users further embedding ISRGs ecosystem into daily clinical practice. SP procedures surged XX% while Ion procedures rose XX% to approximately 35000 highlighting rapid adoption of ISRGs next-gen platforms. After-hours"  
[X Link](https://x.com/BourbonCap/status/1971564957016674461) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.8K followers, 26.4K engagements


"Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7 space is an ideal location for data centers. $AMZN AWS is set to make major moves out there"  
[X Link](https://x.com/BourbonCap/status/1974246055282610500) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T22:51Z 57.9K followers, 744.8K engagements


"I like $MELI right now I like $AMZN right now I like $FOUR right now I like $INTU right now I like $SPGI right now I like $CPRT right now I like $ICE right now I like $DLO right now I like $ADBE I like $CRM I like $BULL I like $ROOT I like $TMDX I like $ISGR"  
[X Link](https://x.com/BourbonCap/status/1976642326174015529) [@BourbonCap](/creator/x/BourbonCap) 2025-10-10T13:33Z 57.9K followers, 38.2K engagements


"My top XX Cannibal stocks: 10y share reduction AutoZone $AZO -XXXX% O'Reilly Automotive $ORLY -XXXXX% Lowe's $LOW -XXXXX% Apple Inc $AAPL -XXXX% MSCI $MSCI -XX% Northrop Grumman $NOC -XX% JPMorgan Chase & Co $JPM -XXXX% NVR Inc. $NVR -XX% Canadian National Railway $CNI -XXXX% Visa $V -XX% Bonus: Novo Nordisk $NVO -XXXX% ASML Holding $ASML -XX% AutoZone:"  
[X Link](https://x.com/BourbonCap/status/1947266231070826827) [@BourbonCap](/creator/x/BourbonCap) 2025-07-21T12:03Z 57.9K followers, 33.4K engagements


"Global 300mm fab equipment spending is expected to surpass $XXX billion for the first time and over the next three years its projected to reach $XXX billion. This is highly beneficial for companies like: ASML Holding $ASML Applied Materials $AMAT Lam Research $LRCX KLA Corporation $KLAC $ASML is widely considered the most essential company among all semiconductor equipment makers especially for XXX mm fabs Long $ASML"  
[X Link](https://x.com/BourbonCap/status/1976633850991087895) [@BourbonCap](/creator/x/BourbonCap) 2025-10-10T13:00Z 57.9K followers, 8178 engagements


"TransDigm Group is well-diversified and is a defensive stock"  
[X Link](https://x.com/BourbonCap/status/1965403070701175114) [@BourbonCap](/creator/x/BourbonCap) 2025-09-09T13:13Z 57.9K followers, 1826 engagements


"How Peter Lynch selects stocks: - Trailing PE XX - Forward PE XX - Debt/Equity XX% - EPS Growth XX% - PEG Ratio XXX - Market cap $X billion I'm going to give you a few examples including one of my holdings:"  
[X Link](https://x.com/BourbonCap/status/1954890966315286591) [@BourbonCap](/creator/x/BourbonCap) 2025-08-11T13:01Z 57.9K followers, 139.1K engagements


"Holdings Q2 2025 TransDigm Group Incorporated $TDG is the largest position representing over XX% of their portfolio and the company is currently having a correction. The stock has grown at XX% per year delivering over XXX% returns in XX years Transdigm hasnt had a single red year since 2008 The second largest position is Amazon $AMZN one of the largest e-commerce companies in the world which is expected to generate $X trillion in revenue in the coming years. The third largest position is Microsoft $MSFT the largest software company in the world which remains one of the most difficult"  
[X Link](https://x.com/BourbonCap/status/1965403067735589018) [@BourbonCap](/creator/x/BourbonCap) 2025-09-09T13:13Z 57.9K followers, 3190 engagements


"Henry Fernandez $MSCI CEO told Bloomberg that the AI and tech investment surge is comparable to the railroad and dot-com bubbles. Excessive investment may lead to overcapacity with AI as the 'flavor of the day.' Everyones talking and investing in the sector but long-term only a few will be solid picks"  
[X Link](https://x.com/BourbonCap/status/1972064576809136609) [@BourbonCap](/creator/x/BourbonCap) 2025-09-27T22:23Z 57.9K followers, 30.6K engagements


"@ThomasKuriano Just watching $TDG for now but i want to see a lower price as well"  
[X Link](https://x.com/BourbonCap/status/1965456999631720959) [@BourbonCap](/creator/x/BourbonCap) 2025-09-09T16:47Z 57.9K followers, XXX engagements


"Totally not putting pressure on you Amazon $BABA +123% YTD $SE +73% YTD $CPNG +48% YTD $SHOP +42% YTD $PDD +39% YTD $ETSY +37% YTD $MELI +32% YTD $JD XXXX% YTD $AMZN +1.23% YTD"  
[X Link](https://x.com/BourbonCap/status/1974099421978927356) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T13:09Z 57.9K followers, 17.8K engagements


"$ASML does not expect to complete the XX billion share buyback program in full within the 2022-2025 timeframe. we intent to announce a new share buyback prgram in Jan 2026 Trasalation 'We dont want to buy at the top but hopefully well get a cheaper price next year.' So do i"  
[X Link](https://x.com/BourbonCap/status/1978429226601660688) [@BourbonCap](/creator/x/BourbonCap) 2025-10-15T11:54Z 57.9K followers, 27.8K engagements


"2. The Trade Desk $TTD The Trade Desk is the largest independent demand-side platform (DSP) globally with an 1819% market share second only to Google DV360 but the undisputed leader in Connected TV (CTV) and the open internet. Kokai represents TTDs most significant platform advancement to date. Powered by its AI engine Koa Kokai automates and optimizes bidding strategies in real time. This year more than XX% of client spend flows through Kokai with adopters reporting a XX% reduction in cost per conversion. TTD processes in just XX seconds the same transaction volume that Visa and Mastercard"  
[X Link](https://x.com/BourbonCap/status/1973367626052092131) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.9K followers, 13.3K engagements


"5 Undervalued Companies You Might Want to Take a Look At $UNH - UnitedHealth Group P/E: 14.9x Foward PE: 21.4x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXXX% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about XX% in the past year. David Tepper has made UNH his second-largest position with an average cost of $XXX but he started buying when shares were trading above $XXX. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for 2026 with Medicare"  
[X Link](https://x.com/BourbonCap/status/1966487067518546416) [@BourbonCap](/creator/x/BourbonCap) 2025-09-12T13:00Z 57.9K followers, 51.9K engagements


"MercadoLibre $MELI controls about XX% of the financial services market in Mexico and its getting close to BBVA the countrys largest bank. NuBank $NU is also rapidly taking market share from traditional banks. As usual the market continues to misprice MercadoLibre"  
[X Link](https://x.com/BourbonCap/status/1975269756249805145) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T18:39Z 57.9K followers, 39.2K engagements


"@JM_Investment0 @theTIKR $SPGI and $FICO probably not. $ASML and $MSCI its possible both stocks were trading below his average price"  
[X Link](https://x.com/BourbonCap/status/1974188553300246971) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T19:03Z 57.7K followers, 1905 engagements


"$ADBE Cash flow per share vs Stock price"  
[X Link](https://x.com/BourbonCap/status/1967202803782455611) [@BourbonCap](/creator/x/BourbonCap) 2025-09-14T12:24Z 57.9K followers, 48.9K engagements


"$PATH - UiPath UiPath stands as the global market leader in robotic process automation (RPA) with particularly strong presence across Europe and the United States controlling around XX% of market share. Its deep enterprise penetration and expanding partner ecosystem reinforce its dominance. The companys comprehensive automation platform which integrates RPA process mining orchestration and AI positions UiPath as the most complete and scalable solution in the industry. Since launch UiPath has supported nearly one million agent runs and over 170000 process instances with more than XXX customers"  
[X Link](https://x.com/BourbonCap/status/1975552080250073585) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 18.5K engagements


"7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $XXX billion by 2032 expanding far beyond manufacturing into healthcare logistics and AI-driven enterprise automation. Here are seven companies that are well-positioned to lead and benefit from this transformation. X. $AMZN - Amazon Amazons unparalleled integration of robotics AI and logistics data has made it one of the most automated corporations in the world. Amazon Robotics now operates more than 750000 robots across its fulfillment centers including Kiva and Proteus models that handle picking"  
[X Link](https://x.com/BourbonCap/status/1977723830651981887) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 82.7K engagements


"$CPRT Copart The U.S. salvage vehicle auction industry operates as an effective oligopoly dominated by Copart (CPRT) and RB Global which together control over XX% of market share. Copart owns approximately XX% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transport fleet logistics and towing services providing superior speed and cost control in moving vehicles. At the core of Coparts operations is its proprietary Virtual Bidding Third Generation (VB3) platform an industry-leading technology supporting"  
[X Link](https://x.com/BourbonCap/status/1975552095500562526) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 17.4K engagements


"$MRVL insiders have been buying since they signed a partnership with Amazon"  
[X Link](https://x.com/BourbonCap/status/1975181092966527326) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 8010 engagements


"Today's stock gainers: $SIRI Sirius XM Holdings inc +10.65% $PARA Paramount Glabal +8.82% $XPEV Xpeng inc +7.73% $SBSW Sibanye Stillwater +8.10% $ENVX Enovix Corporation +7.96% $Plug Plug Power Inc +9.47% small caps $KOSS Koss Corporation +82.57% $DOYU DouYu International +34.15% GURU Gulf Resources Inc. +30%"  
[X Link](https://x.com/BourbonCap/status/1808508205598662754) [@BourbonCap](/creator/x/BourbonCap) 2024-07-03T14:28Z 57.8K followers, 1116 engagements


"6. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"  
[X Link](https://x.com/BourbonCap/status/1973367642921599217) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.9K followers, 10.4K engagements


"3. $PATH - UiPath UiPath is the global leader in Robotic Process Automation (RPA) helping enterprises automate repetitive workflows such as data entry compliance tasks and customer service operations. The RPA industry is rapidly evolving into Intelligent Automation (IA) a new phase where bots not only follow rules but also interpret data learn from context and adapt to dynamic environments. UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating RPA process mining generative AI and agentic automation within a single low-code/no-code environment. This"  
[X Link](https://x.com/BourbonCap/status/1977723840055685557) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 7382 engagements


"$DHR and $TMO have been added but small positions"  
[X Link](https://x.com/BourbonCap/status/1957419737144594548) [@BourbonCap](/creator/x/BourbonCap) 2025-08-18T12:30Z 57.9K followers, 8740 engagements


"$LULU is currently trading at the lowest EV/EBITDA in more than XX years XXXX way below its XX year average"  
[X Link](https://x.com/BourbonCap/status/1950327325712605215) [@BourbonCap](/creator/x/BourbonCap) 2025-07-29T22:47Z 57.9K followers, 12.1K engagements


"Tomorrow earnings Before open: $TMO Thermo Fisher $NEE Nextera Energy $T AT&T inc $BSX Boston Scientific $FI Fiserv $GD General Dynamics $APH Amphenol $SAN Banco Santander $EQNR Equinor $CME CME Group $ROP Roper Technologies $ODFL Old Dominion Freight $DB Deutsche Bank After close: $IBM IBM $NOW ServiceNow $KLAC KLA Corporation $WM Waste Management $CMG Chipotle Mexican Grill $ORLY O'Reilly Automotive $F Ford Motor $URI United Rentals $WCN Waste Connections"  
[X Link](https://x.com/BourbonCap/status/1815920389211439121) [@BourbonCap](/creator/x/BourbonCap) 2024-07-24T01:22Z 57.9K followers, 1023 engagements


"$CHTR is one of the most boring companies in the world it was trading at $XXX last week today $CHRT closed at $XXX its one of $BKR biggest position and its trading low"  
[X Link](https://x.com/BourbonCap/status/1788030971389862126) [@BourbonCap](/creator/x/BourbonCap) 2024-05-08T02:19Z 57.7K followers, XXX engagements


"Texas Pacific Land Corporation $TPL its down XX% from its highs The stock has grown at XXXX% per year delivering over 2000% returns in XX years. The stock has a lot of volatility but it's worth taking a look. I'm gonna make a bigger post next week"  
[X Link](https://x.com/BourbonCap/status/1953478015956009276) [@BourbonCap](/creator/x/BourbonCap) 2025-08-07T15:27Z 57.9K followers, 10.2K engagements


"8 Small-Caps to Buy and Hold for the Next Decade X. UiPath $PATH UiPath is the global leader in robotic process automation (RPA) benefiting from a powerful data feedback loop: the more automation data it collects the more its AI can optimize and refine processes. Since launch UiPath has powered nearly X million agent runs and 170000+ process instances with over XXX customers actively building AI agents. This scale reinforces its platform advantage and accelerates innovation. UiPath maintains one of the strongest metrics in the industry with a XX% dollar-based gross retention rate a testament"  
[X Link](https://x.com/BourbonCap/status/1973367620779823119) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.9K followers, 116.8K engagements


"$AMAT CEO made his first purchase since 2016"  
[X Link](https://x.com/BourbonCap/status/1975181090546434277) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 3875 engagements


"Consumer sentiment remains low $AMZN e-commerce sales have gone nowhere in five years depressed low growth and the average person is only buying what they need. Its still a great time to accumulate more Amazon. It will take off eventually but for now Id keep accumulating whenever I can. You can see Amazon sentiment remain depressed performance stay weak and people complaining about the CEO or the company overall beautiful. Long $AMZN"  
[X Link](https://x.com/BourbonCap/status/1975918354561912986) [@BourbonCap](/creator/x/BourbonCap) 2025-10-08T13:37Z 57.9K followers, 27.6K engagements


"Favorite Monopolies and Oligopolies: Taiwan Semiconductor $TSM S&P Global $SPGI MSCI $MSCI Visa $V Intuitive Surgical $ISRG Microsoft Corporation $MSFT American Express $AXP Axon Enterprise $AXON Cadence Design Systems $CDNS Synopsys $SNPS Arista Networks $ANET Mastercard $MA Intuit $INTU Equinix $EQIX ASML Holding $ASML Alphabet $GOOG Amazon $AMZN Fair Isaac $FICO MercadoLibre $MELI TransDigm Group $TDG Canadian National Railway $CNI Copart $CPRT Novo Nordisk $NVO"  
[X Link](https://x.com/BourbonCap/status/1970895952023031869) [@BourbonCap](/creator/x/BourbonCap) 2025-09-24T16:59Z 57.9K followers, 22.7K engagements


"Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at XXXX% per year delivering over 1522% returns in XX years. Let me tell you about it🧵"  
[X Link](https://x.com/BourbonCap/status/1959969020947370200) [@BourbonCap](/creator/x/BourbonCap) 2025-08-25T13:20Z 57.9K followers, 31.8K engagements


"$SPGI one of the most difficult businesses to replace has entered into a correction EV/EBITDA is trading near its 2022 lows and the FCF yield is around 4.2%. The highest level was X% in June 2022 not bad at all"  
[X Link](https://x.com/BourbonCap/status/1974602444752720016) [@BourbonCap](/creator/x/BourbonCap) 2025-10-04T22:28Z 57.9K followers, 56.6K engagements


"The biggest names in sports and entertainment trust Shift4 $FOUR to power their venues They have been expanding rapidly but its going unnoticed And we cant ignore the World Cup next year something we havent seen in the U.S. since 1994"  
[X Link](https://x.com/BourbonCap/status/1974198771123917090) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T19:44Z 57.8K followers, 17K engagements


"Global electricity consumption by data centers is expected to reach X% by 2030. Infineon CEO Jochen Hanebeck No electricity no AI" Theyre gonna have to use natural gas at some point. The chart is from SEMICON Taiwan 2025"  
[X Link](https://x.com/BourbonCap/status/1974128855112986918) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T15:06Z 57.9K followers, 9916 engagements


"$DLO - DLocal Limited P/E: 29x Foward PE: 19.2x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXXX% DLO is down XXXX% from its $XXXX high five years ago. New CEO Pedro Arnt formerly CFO of MercadoLibre for XX years brings extensive experience in scaling high-growth technology businesses. Total Payment Volume (TPV) reached a record $XXX billion up XX% YoY and XX% QoQ marking the third consecutive quarter of 50%+ growth. Brazil rebounded after Q1 softness Mexico remained strong and countries like Argentina Turkey South Africa Pakistan and Bolivia grew nearly 3x faster than"  
[X Link](https://x.com/BourbonCap/status/1966487070395777258) [@BourbonCap](/creator/x/BourbonCap) 2025-09-12T13:00Z 57.8K followers, 4781 engagements


"The following FCF yields have hit an all-time high $PYPL XXXXX% $FOUR XXXXX% $ETOR XXXX% (IPO) $FI XXXX% $PAYO XXXX% $ADBE XXXX% $LULU XXXX% $CRM XXXX% $FDS XXXX% $MORN XXXX% $WDAY XXXX% $TDD XXXX% $MNDY XXXX% $DUOL XXXX% $HUBS XXXX% $FOUR FCF yield keeps going higher and higher and they are expecting a busy 2026 EV/EBITDA all time low FCF all time high insiders are buying revenue has been growing at XX% annually since 2020 and revenue and EPS are expected to grow by 20%"  
[X Link](https://x.com/BourbonCap/status/1971984915437613104) [@BourbonCap](/creator/x/BourbonCap) 2025-09-27T17:06Z 57.9K followers, 46.6K engagements


"Here is a list of quality stocks with moats that are having a correction right now: $INTU The largest Tax Software in the world $FTNT One of the largest cybersecurity platforms $CPRT One of the largest car auction $NVO Diabetes & Weight loss dominance $LLY Diabetes & Weight loss dominance $ASML Monopoly on EUV $TDG Proprietary aerospace parts $FICO credit scores used by 90%+ of U.S. lenders $MSCI Oligopoly in indexes $ADBE One of the largest editing Softwere $ISGR Leader in robotic assisted surgery $MRVL Leader in semiconductor solutions for data centers $CRM leader in customer relationship"  
[X Link](https://x.com/BourbonCap/status/1967304530887901405) [@BourbonCap](/creator/x/BourbonCap) 2025-09-14T19:08Z 57.9K followers, 40.3K engagements


"@PythiaR If you check YouTube someone makes a video about Copart every XX minutes. The company gets a lot traffic for free"  
[X Link](https://x.com/BourbonCap/status/1977913958330761260) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T01:46Z 57.9K followers, 1508 engagements


"Here is a list of stocks I'm going to buy in the coming weeks trading at the cheapest EV/EBITDA. 1) $ADBE Subscription revenue keeps growing and more than XXX million people use their product 2) $CRM Stable subscription revenue 3) $INTU More than XXX million people use their software and they have predictable growth. 4) $AMZN its gonna be one of the largest companies in America 5) $ASML the company is mispriced and its growth is going to be bigger than the market expects. The more I look at Adobe the more I realize how mispriced this company is right now. It has the lowest EV/EBITDA the"  
[X Link](https://x.com/BourbonCap/status/1967942383875637591) [@BourbonCap](/creator/x/BourbonCap) 2025-09-16T13:23Z 57.9K followers, 44.1K engagements


"3. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"  
[X Link](https://x.com/BourbonCap/status/1971564950561698011) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.9K followers, 27.7K engagements


"5 Small-Cap Stocks Under $XX Billion with Insider Buying Activity: $ZETA - Marketing platform that analyzes and predicts consumer intent. Insiders added $XXX million worth of shares. The company is under investigation for fraud but insiders are still adding shares which is a good sign. $YORW Water treatment and distribution company significant insiders buying near $XX last month though most transactions were under $2k with the exception of the CEO who added $10k. $OSCR - Health insurance. An insider bought $XX million worth of shares. Private insurance might benefit from the new government."  
[X Link](https://x.com/BourbonCap/status/1861404050270417254) [@BourbonCap](/creator/x/BourbonCap) 2024-11-26T13:38Z 57.9K followers, 10.2K engagements


"Here is a list of companies that have been proven to be solid businesses for over a decade and are currently experiencing a correction. Copart $CPRT The company has been accumulating cash and institutional ownership recently reached a new all time high The stock has grown at XX% per year delivering over XXX% returns in XX years"  
[X Link](https://x.com/BourbonCap/status/1958561235705663725) [@BourbonCap](/creator/x/BourbonCap) 2025-08-21T16:06Z 57.9K followers, 15K engagements


"4. $DLO - DLocal Limited DLocal operates across Latin America Africa Asia and the Middle East regions underserved by traditional payment processors. Processes payments and disbursements via a single API supporting 600+ local methods in 40+ countries. The platform supports local methods like Nupay (Nubank) in Brazil allowing DLocal to cater to varied consumer preferences in emerging economies. Integrates with leaders like Amazon Google Spotify Temu and Didi scaling as they expand regionally. LATAM still drives XX% of revenue but non-LATAM segments are growing at 100%+ CAGR (Africa Asia). Since"  
[X Link](https://x.com/BourbonCap/status/1965042237932290338) [@BourbonCap](/creator/x/BourbonCap) 2025-09-08T13:19Z 57.8K followers, 12.5K engagements


"$CRM - Salesforce P/E: 35.8x Foward PE: 20.6x 5Y ROIC: XXXX% 5Y average Gross Margin: XXXXX% 5Y Revenue Growth: XXXXX% CRM shares are down XXXX% YTD. Agentforce bookings surged XXX% YoY with 6000+ paid deals signed. Data Cloud ARR hit $XXX billion with customer count up XXX% YoY and data usage up 326%. Recent acquisitions Bluebirds Waii pending Regrello) strengthen Salesforces AI/data edge. Operating margin at XXXX% up XX bps YoY marking the 10th consecutive quarter of margin expansion. XX% of customers successfully transitioned from pilot to production. At an NTM P/E of 20.2x (near its 5Y"  
[X Link](https://x.com/BourbonCap/status/1966487074053243244) [@BourbonCap](/creator/x/BourbonCap) 2025-09-12T13:00Z 57.9K followers, 4276 engagements


"1) EverQuote Inc. $EVER Insurance marketplace boring business markep cap below X billion revenue and EPS are growing 15%"  
[X Link](https://x.com/BourbonCap/status/1954890968735658289) [@BourbonCap](/creator/x/BourbonCap) 2025-08-11T13:01Z 57.8K followers, 8662 engagements


"Here are XX wonderful companies with more cash than Total liabilities youll want to keep on your watchlist: Intuitive Surgical Inc. $ISRG - Leader in robotic assisted surgery - strong moat - The stock has grown at XX% per year delivering over XXX% returns in XX years"  
[X Link](https://x.com/BourbonCap/status/1970116014571766101) [@BourbonCap](/creator/x/BourbonCap) 2025-09-22T13:20Z 57.9K followers, 78.9K engagements


"They are all multibaggers: Shift4 Payments $FOUR DLocal $DLO TransMedics $TMDX Hims & Hers Health $HIMS Grab Holdings $GRAB Nu Holdings $NU Zeta Global $ZETA"  
[X Link](https://x.com/BourbonCap/status/1970857423079678242) [@BourbonCap](/creator/x/BourbonCap) 2025-09-24T14:26Z 57.9K followers, 42.7K engagements


"$ASML is expecting slower growth in 2026 due to lower demand from its Chinese customers its the weakest forecast in recent years. However growth is projected to rebound to around XX% afterward. Next year could be a great opportunity to accumulate shares as ASML will remain busy with AI and continue expanding into 3D integration. The companys forecast remains the same between $XX billion and $XX billion in revenue by 2030"  
[X Link](https://x.com/BourbonCap/status/1978447362327523497) [@BourbonCap](/creator/x/BourbonCap) 2025-10-15T13:06Z 57.9K followers, 27.1K engagements


"My highest fintech conviction stocks to buy and hold for more than XX years Visa Inc. $V Nu Holdings $NU Robinhood Markets $HOOD SoFi Technologies $SOFI Grab Holdings $GRAB DLocal Limited $DLO Wise plc $WISE They are all multibaggers growing XX% YoY and expanding into other markets or sectors. E-commerce is expected to be one of the fastest-growing industries in the coming years. Visa Grab DLocal and NU are heavily involved with microtransactions. You can wait patiendly to buy Bonus Etoro $ETOR (I need more data but it's worth keeping on the watchlist) eToro's founder is still leading the"  
[X Link](https://x.com/BourbonCap/status/1939693821320691959) [@BourbonCap](/creator/x/BourbonCap) 2025-06-30T14:33Z 57.9K followers, 20.2K engagements


"Arista Networks Inc $ANET - One of the best companies to add after Liberation Day - Very conservative management - The company has been accumulating cash and conducting significant share buybacks Another correction i will buy more"  
[X Link](https://x.com/BourbonCap/status/1970116064681013266) [@BourbonCap](/creator/x/BourbonCap) 2025-09-22T13:20Z 57.8K followers, 9144 engagements


"Mid caps with high potential to reach a $XXX billion market cap in the coming years: $NU $MCO $MSCI x2 $CPRT x2 $PYPL x2 $MRVL x2 $FICO x3 $EFX x3 $RDDT Small caps with high potential to reach a +$10 billion market cap. $FOUR $TMDX $HIMS $DLO $OSCR $GTLB"  
[X Link](https://x.com/BourbonCap/status/1962129724836045074) [@BourbonCap](/creator/x/BourbonCap) 2025-08-31T12:25Z 57.8K followers, 21.9K engagements


"Skyworks Solutions $SWKS CEO bought share early this year"  
[X Link](https://x.com/BourbonCap/status/1975181097806725236) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.8K followers, 2473 engagements


"Dev Kantesaria has one of the best portfolios out there and its having a great year for buying dips. $ASML crashed earlier this year below $XXX opening a very attractive entry point. $FICO crashed in July it was one of the worst months for the company in more than XX years with the stock dropping close to 48%. $SPGI is going through a correction right now. Nothing unusual but its rare to see this company having a negative year. $MSCI is having a small correction as well and its one of the highest quality asymmetric opportunities"  
[X Link](https://x.com/BourbonCap/status/1974145957651755038) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T16:14Z 57.9K followers, 75K engagements


"4 Undervalued Small Caps with Breakout Potential $GRAB - Grab Holdings Grab commands a dominant XX% market share in Southeast Asia with revenue growing XXXXX% year-over-year. Its monthly transacting users increased XX% YoY to XX million signaling strong platform engagement and long-term growth potential. New features like Saver Rides and Priority Deliveries have boosted user engagement and affordability fueling expansion in both mobility and delivery segments. Despite the stock trading below 2022 levels Grabs revenue has grown nearly XXX% since then suggesting strong upside if profitability"  
[X Link](https://x.com/BourbonCap/status/1908512770347172130) [@BourbonCap](/creator/x/BourbonCap) 2025-04-05T13:31Z 57.9K followers, 30.3K engagements


"$DLO - DLocal DLocal has established itself as a profitable and fast-growing payments company across Latin America Africa and Asia. Its diversified footprint is a key strength with no single country contributing more than XX% of total revenue. Transaction revenue has surged 1307% in recent years representing a 5-year CAGR of XXXX% far above industry peers. Since 2020 revenue has expanded XXX% reflecting a XXXX% CAGR and consistent momentum. The stock has been disconnected from fundamentals. In 2020 when DLocals revenue was under $XXX million its market cap was $XX billion. Today despite"  
[X Link](https://x.com/BourbonCap/status/1968670611934179479) [@BourbonCap](/creator/x/BourbonCap) 2025-09-18T13:37Z 57.7K followers, 3725 engagements


"The company's "OneZeta" initiative is a key strategy which focuses on increasing the number of clients using multiple Zeta products. Currently only XX% of clients leverage more than one product representing a significant cross-selling opportunity. If execution continues by 2029 $ZETA stock could deliver gains of over +178%"  
[X Link](https://x.com/BourbonCap/status/1960693808879784225) [@BourbonCap](/creator/x/BourbonCap) 2025-08-27T13:20Z 57.7K followers, 17.2K engagements


"4. DLocal Limited $DLO DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting more than XXX local payment methods across 40+ countries. The companys customer base includes global leaders such as Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike underscoring its moat with multinational enterprises. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales rapidly avoiding the heavy overhead burdens common in traditional banking or competitors like PayU. DLocal is"  
[X Link](https://x.com/BourbonCap/status/1973367634151297509) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.8K followers, 11.1K engagements


"David Vlez CEO of $NU: When I moved to Brazil I went to a bank to open an account. It was the most painful experience I could possibly imagine long hours waiting inside the branch numerous fees and it took me X months just to get a bank account and a credit card. Imagine causing someone so much frustration that the person decides to open his own bank just to disrupt your terrible customer service"  
[X Link](https://x.com/BourbonCap/status/1976101208331870543) [@BourbonCap](/creator/x/BourbonCap) 2025-10-09T01:43Z 57.9K followers, 19.1K engagements


"5. Lyft Inc. $LYFT Lyft remains the clear #2 player in U.S. ridesharing holding an estimated XX% market share. While smaller in scale Lyft has carved out a defensible niche by emphasizing customer experience and driver preference differentiating itself from Ubers broader platform approach. Lyft Healthcare integrates with insurers providers and Medicaid brokers to deliver non-emergency medical transportation. Approved in XX states it now covers more than XX% of Medicaid beneficiaries creating a durable moat in a regulated high-barrier sector where scale and compliance matter. In a XXX million"  
[X Link](https://x.com/BourbonCap/status/1973367638534369479) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.9K followers, 10K engagements


"Constellation Software $CSU is currently trading at its lowest valuation since 2022 marking the biggest crash this company has ever experienced but insiders are buying"  
[X Link](https://x.com/BourbonCap/status/1973015836639301917) [@BourbonCap](/creator/x/BourbonCap) 2025-09-30T13:23Z 57.8K followers, 44.3K engagements


"Support for autonomous vehicles in San Francisco increased from XX% to XX% in just two years. Waymo $GOOG is doing an impeccable job"  
[X Link](https://x.com/BourbonCap/status/1977540950961406352) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T01:04Z 57.9K followers, 13.9K engagements


"$ASM insiders have been buying"  
[X Link](https://x.com/BourbonCap/status/1975181101649084917) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 6409 engagements


"You rarely see a company experience a +30% correction even though its operating income is 5X higher than its operating expenses and the company has zero debt"  
[X Link](https://x.com/BourbonCap/status/1975943174007964114) [@BourbonCap](/creator/x/BourbonCap) 2025-10-08T15:15Z 57.9K followers, 44.8K engagements


"2. $GOOG - Alphabet Alphabets robotics initiatives (led by Intrinsic DeepMind and RT-X) aim to develop general-purpose robotic intelligence capable of learning reasoning and adapting to new environments. By teaching robots through large multimodal AI models Google is building the software mind that allows machines to learn thousands of tasks from human demonstrations rather than traditional programming. Googles strength lies in its AI scalability connecting data vision and motion learning across its vast ecosystem. If successful it could become the operating system for physical intelligence"  
[X Link](https://x.com/BourbonCap/status/1977723835588698285) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 6975 engagements


"20% of $MNDY is cash Market cap is below $XX billion and its revenue and EPS are growing 20%. Its worth taking a look"  
[X Link](https://x.com/BourbonCap/status/1960371110844813800) [@BourbonCap](/creator/x/BourbonCap) 2025-08-26T15:57Z 57.9K followers, 10.2K engagements


"10 stocks to buy and hold for the next XX years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research EVs AI data storage energy etc.; we need $ASML for the next XX years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"  
[X Link](https://x.com/BourbonCap/status/1866886116567052332) [@BourbonCap](/creator/x/BourbonCap) 2024-12-11T16:41Z 57.9K followers, 1.2M engagements


"Blackstone $BX COO Jon Gray described the next big thing across three categories: 1) Chips 2) Data Centers 3) Power They've projected a XX% increase in US electricity demand over the next XX years. The first two categories depend entirely on the third making electricity demand a critical driver for the future"  
[X Link](https://x.com/BourbonCap/status/1972636184414208089) [@BourbonCap](/creator/x/BourbonCap) 2025-09-29T12:14Z 57.9K followers, 300.6K engagements


"I like $FOUR from the list; it has a very simple business model and an easy predictable way to generate revenue. XX% of $ETOR is cash i know the company since 2013 but its sill an IPO just watching for now"  
[X Link](https://x.com/BourbonCap/status/1971984928926847368) [@BourbonCap](/creator/x/BourbonCap) 2025-09-27T17:06Z 57.8K followers, 5065 engagements


"7. $CRM - Salesforce Salesforce is redefining enterprise automation through its Einstein and AgentForce platforms the next frontier in AI-driven business robotics where intelligent virtual agents can autonomously execute tasks communicate with customers and trigger workflows across systems. The company is leveraging AI to integrate robotic automation into CRM workflows including chatbots automated service agents and AI-driven task orchestration. Its goal is to enable businesses to deploy service robots connected directly to CRM systems creating seamless intelligent customer interactions"  
[X Link](https://x.com/BourbonCap/status/1977723864844025943) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 9079 engagements


"Wonderful companies having a correction right now (most of them are monopolies or oligopolies): S&P Global $SPGI Intuit $INTU Fair Isaac $FICO Intuitive Surgical $ISRG Synopsys $SNPS TransDigm Group $TDG Copart $CPRT Adobe $ADBE Salesforce $CRM Constellation Software $CSU (The biggest correction the company has ever had) Small Caps: Shift4 Payments $FOUR The company has a XX% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT"  
[X Link](https://x.com/BourbonCap/status/1973117411436957869) [@BourbonCap](/creator/x/BourbonCap) 2025-09-30T20:07Z 57.9K followers, 67K engagements


"MercadoLibre is mispriced $MELI. Since they implemented Nano Banana $GOOG into the platform managers and sellers have reported higher sales Not sure if were going to see the impact in the coming earnings but it will definitely be reflected in the next earnings and Wall St has no clue about it. The entire market thinks they are selling less. Long $MELI Youll see this message inside the platform telling you to take advantage of Nano Banana"  
[X Link](https://x.com/BourbonCap/status/1976715468032426421) [@BourbonCap](/creator/x/BourbonCap) 2025-10-10T18:24Z 57.9K followers, 23.9K engagements


"$INTU EV/EBITDA is back to 2022 lows Predictable business"  
[X Link](https://x.com/BourbonCap/status/1976684755556208721) [@BourbonCap](/creator/x/BourbonCap) 2025-10-10T16:22Z 57.9K followers, 12.5K engagements


"$LVMH is up X% today and is now the most valuable company in Europe. $ASML is up XXX% after a wonderful report from $TSM $INTC and Samsung will recover and send the beauty higher. Bernard Arnault added $XXX million below $XXX for a reason but as always a lot people on Twitter think they're better than Bernard Arnault"  
[X Link](https://x.com/BourbonCap/status/1879936428676714859) [@BourbonCap](/creator/x/BourbonCap) 2025-01-16T16:59Z 57.7K followers, 51.9K engagements


"Semiconductor Supply Chain This chart tells you: US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC ASML (EU) remains the worlds sole provider of EUV lithography Asia dominates wafer fabrication and ATP: $TSM and Samsung Electronics"  
[X Link](https://x.com/BourbonCap/status/1978477168813277562) [@BourbonCap](/creator/x/BourbonCap) 2025-10-15T15:04Z 57.9K followers, 91K engagements


"@10009nyny $AMAT CEO: Yes as soon as the stock market crashed after Liberation Day a few weeks later he added it"  
[X Link](https://x.com/BourbonCap/status/1975250754740121647) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T17:24Z 57.9K followers, 1059 engagements


"Goldman Sachs $GS Research estimates that data center power demand will grow XXX% by 2030"  
[X Link](https://x.com/BourbonCap/status/1977369887300346325) [@BourbonCap](/creator/x/BourbonCap) 2025-10-12T13:44Z 57.9K followers, 12.2K engagements


"Mercadolibre $MELI is gonna be the first company in Latin America to reach $XX billion in revenue. - The company will continue implementing more AI features - Its entire advertising system is now powered by AI delivering more accurate impressions higher sales and lower costs. - It will continue to grow +20% per year - the company still has unlimited growth potential ahead This company still a strong buy"  
[X Link](https://x.com/BourbonCap/status/1973749415325098220) [@BourbonCap](/creator/x/BourbonCap) 2025-10-02T13:58Z 57.7K followers, 20.3K engagements


"Intercontinental Exchange $ICE is experiencing a small correction right now the stock is down -XX% from its highs The company recently made a $X billion investment in Polymarket. Prediction markets are becoming a real and growing trend and they could eventually become part of our daily routines. $ICE is currently showing a X% FCF yield and its EV/FCF is close to 2022 lows not bad at all"  
[X Link](https://x.com/BourbonCap/status/1976309413204901994) [@BourbonCap](/creator/x/BourbonCap) 2025-10-09T15:30Z 57.9K followers, 15.5K engagements


"9. Advanced Micro Devices $AMD In just a few years AMD has grown its x86 server CPU market share from near-zero to XX% powered by the performance and efficiency of its EPYC processors. Managements long-term target is XX% share by 2035. The Client and Gaming segment surged XX% YoY driven by record sales of the Ryzen 9000 series and X3D variants which continue to gain traction for their superior performance and efficiency. This strong demand further expands AMDs presence in the gaming ecosystem. AMD recently acquired ZT Systems data center infrastructure manufacturing business strengthening its"  
[X Link](https://x.com/BourbonCap/status/1971564980630638894) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.8K followers, 22.1K engagements


"Finally someone isnt afraid to speak the truth. Everyone knew that computers semiconductors and internet were going to change the future and the impact was going to be massive. But the timing was miscalculated by the market and that miscalculation usually comes with corrections. Spot on Kenneth Griffin"  
[X Link](https://x.com/BourbonCap/status/1975372659765452913) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T01:28Z 57.9K followers, 291.9K engagements


"Fiserv Inc. $FI - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: 15.3%"  
[X Link](https://x.com/BourbonCap/status/1935327250246762898) [@BourbonCap](/creator/x/BourbonCap) 2025-06-18T13:22Z 57.9K followers, 1143 engagements


"Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there He has beat the market since 2008 with less than XX stocks Fair Isaac Corporation $FICO S&P Global Inc. $SPGI Mastercard Incorporated $MA Visa Inc. $V Intuit Inc. $INTU ASML Holding N.V. $ASML (He bought at $780) Equifax Inc. $EFX (He bought at $250) MSCI Inc. $MSCI (He bought at $600) I would add $AMZN or $MELI to his portfolio and leave it there for the next XX years"  
[X Link](https://x.com/BourbonCap/status/1942201337392881886) [@BourbonCap](/creator/x/BourbonCap) 2025-07-07T12:37Z 57.9K followers, 31.5K engagements


"4. $ISRG - Intuitive Surgical The robotic-assisted surgery (RAS) and broader medical device industry remain relatively underpenetrated offering substantial room for growth. ISRG not only leads this market but is also uniquely positioned to expand into new surgical procedures global markets and adjacent medical robotics applications. The integration of AI augmented reality (AR) high-definition 3D visualization and real-time intraoperative feedback is transforming system performance and surgeon adoption. These advancements help reduce patient trauma shorten hospital stays lower infection risks"  
[X Link](https://x.com/BourbonCap/status/1977723843922763931) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 6880 engagements


"It's fascinating when a company with high conviction is getting mispriced"  
[X Link](https://x.com/BourbonCap/status/1976356023503028522) [@BourbonCap](/creator/x/BourbonCap) 2025-10-09T18:36Z 57.9K followers, 17.4K engagements


"The following companies are going to hit a $X trillion market cap: ASML Holding $ASML Advanced Micro Devices $AMD ServiceNow $NOW Mercadolibre $MELI Visa Inc $V Mastercard $MA Walmart Inc. $WMT Tencent Holdings $TCEHY The following companies are going to hit a $XXX billion market cap: Novo Nordisk A/S $NVO UnitedHealth Group $UNH Louis Vuitton $LVMH Exxon Mobil Corporation $XOM Oracle Corporation $ORCL Costco Wholesale $COST Alibaba $BABA Samsung Electronics Co The following companies are going to hit a $XXX billion market cap: Grab Holdings $GRAB MSCI Inc. $MSCI Cadence Design Systems $CDNS"  
[X Link](https://x.com/BourbonCap/status/1929562390774874242) [@BourbonCap](/creator/x/BourbonCap) 2025-06-02T15:34Z 57.9K followers, 50.5K engagements


"All of them have had a correction this year but the only one that couldnt recover is $SNPS I made a post about Samsung last year how important the company is to South Korea it represents around XX% of the country's GDP. They cant afford to fail; it simply wouldnt be allowed. After a massive correction last year the stock is now back at an all-time high Essential companies have corrections all the time but people rarely notice"  
[X Link](https://x.com/BourbonCap/status/1978477171543846914) [@BourbonCap](/creator/x/BourbonCap) 2025-10-15T15:04Z 57.9K followers, 4816 engagements


"3. $AMZN - Amazon Amazon remains a global powerhouse across cloud logistics and retail. AWS holds XX% of the global cloud market. Amazon Pharmacy is growing XX% YoY capturing digital health momentum. 200M+ Prime members provide strong loyalty and recurring revenue. Project Kuiper has successfully launched its third satellite and secured enterprise/government customers. Committing $19B by 2040 to expand German logistics and cloud infrastructure. Amazon is on track to surpass $1T in revenue and generate $100B+ in FCF by 2029"  
[X Link](https://x.com/BourbonCap/status/1965042233889145105) [@BourbonCap](/creator/x/BourbonCap) 2025-09-08T13:19Z 57.7K followers, 12.3K engagements


"$AMD first insider purchases since 2012"  
[X Link](https://x.com/BourbonCap/status/1975181088201846961) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 4358 engagements


"6 stocks I would buy right now $JD - Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates Chinas largest self-owned logistics network covering XX% of the population with over XX% of urban orders delivered within XX hours. This unmatched fulfillment capability continues to be a key differentiator anchoring JDs leadership in reliability and customer experience. JD Food Delivery has become a powerful growth engine boosting both user acquisition and cross-selling. Daily orders have peaked at XX million supported by more"  
[X Link](https://x.com/BourbonCap/status/1975552076336828715) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 139.3K engagements


"He has been trading a lot ecomerce lately moving between Amazon Mercadolibre Coupang and Sea Limited Coupang its just like Amazon a company that its expected to run by robots Thanks for reading"  
[X Link](https://x.com/BourbonCap/status/1957419740097355965) [@BourbonCap](/creator/x/BourbonCap) 2025-08-18T12:30Z 57.7K followers, 7418 engagements


"5. DLocal $DLO DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting more than XXX local payment methods across 40+ countries. Its blue-chip client base includes Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales rapidly avoiding the heavy overheads seen in traditional banking or competitors like PayU. The company is positioned to lead cross-border payments in emerging markets targeting Latin America Africa and Asia"  
[X Link](https://x.com/BourbonCap/status/1971564962293203140) [@BourbonCap](/creator/x/BourbonCap) 2025-09-26T13:18Z 57.8K followers, 25.4K engagements


"$FOUR - Shift4 Payments Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over XXX software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $X trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants and"  
[X Link](https://x.com/BourbonCap/status/1975552083878093056) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 14.1K engagements


"Toyota added more $JOBY in Q2 2025 $JOBY and $GRAB still the largest holding"  
[X Link](https://x.com/BourbonCap/status/1953585827038343506) [@BourbonCap](/creator/x/BourbonCap) 2025-08-07T22:35Z 57.8K followers, 21.1K engagements


"$AMZN investments will pay off in the long run"  
[X Link](https://x.com/BourbonCap/status/1978073637371474071) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T12:21Z 57.9K followers, 57.2K engagements


"4 Small-Cap Stocks with Strong Potential Small-cap stocks are the most affected in recent years reaching record lows even as the S&P XXX trades near all-time highs. Here are four small-cap companies worth keeping an eye on. $ROOT - Root Insurance Over the past two years Roots revenue surged from $XXX million to $XXX billion (+189%) while EPS improved from -$10.24 to $XXXX (+146%). This remarkable turnaround highlights the companys ability to compound earnings at an accelerated rate and successfully transition from losses to profitability. Since 2019 Root has achieved XXX% total revenue growth"  
[X Link](https://x.com/BourbonCap/status/1968670609010802950) [@BourbonCap](/creator/x/BourbonCap) 2025-09-18T13:37Z 57.7K followers, 27.6K engagements


"David Vlez Founder and CEO of $NU recently had an interview with Norges Bank Investment Management Points to be considered for the next XX years: 1) Credit card penetration in Colombia and Mexico is less than XX% of the population. 2) XX% of the financial system market is controlled by banking branches so Nubank could take a significant part of this market. 3) He compares the largest banks in the world which have more than XXX million customers to Nubank. Most of them use a lot of workers for daily operations more than 100000 people in total while Nubank only uses 7000 for more than 123"  
[X Link](https://x.com/BourbonCap/status/1976269161509572620) [@BourbonCap](/creator/x/BourbonCap) 2025-10-09T12:51Z 57.9K followers, 32.3K engagements


"Moderna Inc. $MRNA insider added for the first time since Feb 2020 (Before covid)"  
[X Link](https://x.com/BourbonCap/status/1898782695200584168) [@BourbonCap](/creator/x/BourbonCap) 2025-03-09T17:07Z 57.8K followers, 19K engagements


"4. Adobe Inc. - $ADBE Adobe commands roughly XX% global market share driven by the unmatched breadth and depth of Creative Cloud which remains the industry standard for design video photography and illustration. Approximately XX% of Adobes revenue comes from its Digital Media segment powered by a subscription-based model that provides recurring revenue enhances customer stickiness and supports premium valuations. This structure ensures predictable cash flows and financial durability compared to peers still reliant on license-based or ad-driven models. Adobe not only leads its peers in total"  
[X Link](https://x.com/BourbonCap/status/1963238690924200129) [@BourbonCap](/creator/x/BourbonCap) 2025-09-03T13:52Z 57.9K followers, 3950 engagements


"FactSet Research $FDS CEO added shares; it's the first insider purchase since 2005 Wild"  
[X Link](https://x.com/BourbonCap/status/1971314856927338937) [@BourbonCap](/creator/x/BourbonCap) 2025-09-25T20:44Z 57.9K followers, 7718 engagements


"@HoviusSean I'm watching $RKBL closely but not making any call yet"  
[X Link](https://x.com/BourbonCap/status/1867193094363554298) [@BourbonCap](/creator/x/BourbonCap) 2024-12-12T13:01Z 57.7K followers, 2726 engagements


"$ADBE a totally normal XXX% FCF while its subscription revenue is growing at XX% annually"  
[X Link](https://x.com/BourbonCap/status/1971984925835645369) [@BourbonCap](/creator/x/BourbonCap) 2025-09-27T17:06Z 57.8K followers, 4757 engagements


"$DLO has higher operating income than operating expenses. Revenue and EPS are expected to grow by more than 20%. The company has plenty of cash and consumer sentiment in Latin America remains depressed but is expected to improve over the next few years. Solid company and it remains strong buy"  
[X Link](https://x.com/BourbonCap/status/1976763157776678918) [@BourbonCap](/creator/x/BourbonCap) 2025-10-10T21:33Z 57.9K followers, 15.1K engagements


"$CPRT is still accumulating cash and no buybacks yet. Since September and October are the worst months we are going to see a lower price for this quality company"  
[X Link](https://x.com/BourbonCap/status/1963746649303605660) [@BourbonCap](/creator/x/BourbonCap) 2025-09-04T23:31Z 57.9K followers, 12K engagements


"Goldman CEO David Solomon: 'I wouldnt be surprised if in the next XX to XX months we see a drawdown with respect to equity markets.'"  
[X Link](https://x.com/BourbonCap/status/1974180836045160697) [@BourbonCap](/creator/x/BourbonCap) 2025-10-03T18:32Z 57.9K followers, 427.9K engagements


"Whats your highest conviction stock under $X billion market cap"  
[X Link](https://x.com/BourbonCap/status/1978151253893906775) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T17:29Z 57.9K followers, 216.5K engagements


"Altarock Partners has achieved an annualized return of XXXX% since 2013. Their portfolio is simple with just a few holdings and minimal changes. Over XX% of their portfolio consists of three companies: the largest software company in the world the largest e-commerce in the world and a third stock that is currently experiencing a correction but has not had a negative year since 2008. The third stock is worth keeping on your watchlist. Let me tell you about it🧵"  
[X Link](https://x.com/BourbonCap/status/1965403064849875299) [@BourbonCap](/creator/x/BourbonCap) 2025-09-09T13:13Z 57.9K followers, 23.6K engagements


"@amitisinvesting $PLUG I havent seen that name since 2021. Next ETF will probably include NFTs and AMC shares"  
[X Link](https://x.com/BourbonCap/status/1975913438007423103) [@BourbonCap](/creator/x/BourbonCap) 2025-10-08T13:17Z 57.9K followers, 12.9K engagements


"$GOOG global search share improved in Sep Gemini monthly DAUs up XXX% YoY Were gonna reach the top eventually"  
[X Link](https://x.com/BourbonCap/status/1978815335298965881) [@BourbonCap](/creator/x/BourbonCap) 2025-10-16T13:28Z 57.9K followers, 16.4K engagements


"Today's top stock loser: $SCHW Charles Schwab -7.78%🔴 $RJF Raymond James Financial -3.77%🔴 LPLA LPL Financial Holdings -4.11%🔴 $RDDT Reddit -6.40%🔴 $DJT Trump Media -9.02%🔴 $KNSA Kiniksa -13.60%🔴 $EVGO Evgo -5.49%🔴 $PROK Prokidney Corp -4.18%🔴"  
[X Link](https://x.com/BourbonCap/status/1813230898394943504) [@BourbonCap](/creator/x/BourbonCap) 2024-07-16T15:15Z 57.9K followers, XXX engagements


"Amazon is one of the largest private robotics operators in the world Im always going to buy Amazon and Ill always stay bullish theyre building the modern world. Amazons gross margins keep improving every single year Long $AMZN"  
[X Link](https://x.com/BourbonCap/status/1978830501461836231) [@BourbonCap](/creator/x/BourbonCap) 2025-10-16T14:28Z 57.9K followers, 20.3K engagements


"Companies with some of the highest gross margins are having a correction: $ICE XXX% $ADBE XX% $NVO XX% $MSCI XX% $FICO XX% $SPGI XX% $TDG 60%"  
[X Link](https://x.com/BourbonCap/status/1978091838431957100) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T13:33Z 57.9K followers, 26K engagements


"3. Root Inc. $ROOT Unlike traditional insurers that rely heavily on broad demographic data Root leverages telematics collected through its mobile app to track individual driving behavior and generate more accurate personalized risk assessments. Roots automated pricing and underwriting systems allow the company to rapidly adjust risk models as new data emerges. Its mobile-first platform delivers a seamless quote-to-bind process enabling customers to purchase policies directly from their phones and facilitating faster claim payouts compared to legacy carriers. By embedding its insurance"  
[X Link](https://x.com/BourbonCap/status/1973367630196084919) [@BourbonCap](/creator/x/BourbonCap) 2025-10-01T12:41Z 57.8K followers, 11.7K engagements


"4 Companies with the Highest Net Profit Margins These companies stand out not just for their revenuebut for how efficiently they turn it into profit. Thread 🧵 $V - Visa Net Profit Margin: XXXX% Visa consistently delivers one of the most impressive profit margins in the S&P XXX thanks to a highly scalable and low-risk model. Why its so profitable: 🔹 Visa doesnt lend moneyit facilitates transactions and collects fees from merchants and banks. 🔹 Its global payments network was built over decades and now scales efficiently with minimal incremental cost. 🔹 Unlike banks Visa carries no credit"  
[X Link](https://x.com/BourbonCap/status/1930608841558819078) [@BourbonCap](/creator/x/BourbonCap) 2025-06-05T12:53Z 57.8K followers, 17.4K engagements


"$ADBE - Adobe Inc. P/E: 22.4x Foward PE: 15.99x 5Y ROIC: XXXXX% 5Y average Gross Margin: XXXX% 5Y Revenue Growth: XXXX% ADBE has dropped XX% over the past year. Adobe continues embedding AI across its suite with Firefly Acrobat AI Assistant and GenStudio driving engagement retention and subscription upgrades. Adobe monetization strategy is on track to generate $XXX million in AI ARR by year-end. Firefly Video and advanced Photoshop AI features strengthen its competitive moat versus open-source rivals. Firefly integration contributed to $2B in net new ARR in 2024. Premium AI tiers are proving"  
[X Link](https://x.com/BourbonCap/status/1966487077471588544) [@BourbonCap](/creator/x/BourbonCap) 2025-09-12T13:00Z 57.9K followers, 8034 engagements


"$NVO Novo Nordisk More than XXX million people worldwide live with diabetes today and the International Diabetes Federation (IDF) projects this number could reach XXX million by 2045. The global obesity treatment market valued at $XX billion today is projected to reach $XXX billion by 2035 with the U.S. alone potentially accounting for $XX billion. Novo is the global leader in obesity and diabetes care holding a commanding XX% share of the GLP-1 diabetes and obesity market within its international operations. Currently XX million patients use Novo Nordisk treatments up by XXX million from"  
[X Link](https://x.com/BourbonCap/status/1975552091767599541) [@BourbonCap](/creator/x/BourbonCap) 2025-10-07T13:21Z 57.9K followers, 25.8K engagements


"5. $BIDU - Baidu Baidu is a pioneer in AI-driven robotics and autonomous mobility with its Apollo platform standing among the global leaders in autonomous driving powering both robotaxis and delivery robots. The company has also expanded into smart retail and hospitality robotics showcasing real-world deployments such as the Apollo Go robotaxi service across major Chinese cities. Through the integration of its ERNIE AI foundation model Baidu is enabling its robots to reason communicate and learn from complex real-world interactions pushing the boundaries of machine intelligence. At the core"  
[X Link](https://x.com/BourbonCap/status/1977723857566933315) [@BourbonCap](/creator/x/BourbonCap) 2025-10-13T13:11Z 57.9K followers, 6646 engagements


"Exxon Mobil $XOM vs. Chevron $CVX vs. Occidental Petroleum $OXY: Despite short-term challenges the energy sector presents significant advantages and opportunities in the coming years: Emerging markets especially in Asia and Africa are anticipated to drive increased oil and gas demand. The International Energy Agency (IEA) forecasts annual oil demand growth of approximately X million barrels per day through 2027. Growing demand for LNG particularly in Asia and Europe is projected to grow at X% CAGR until 2035. Which stock offers better investment value"  
[X Link](https://x.com/BourbonCap/status/1876612914812953033) [@BourbonCap](/creator/x/BourbonCap) 2025-01-07T12:52Z 57.8K followers, 57K engagements


"$NU Nubank vs Revolut Nubank is arguably one of the most successful digital banks and I cant wait to see them disrupting the American banking system"  
[X Link](https://x.com/BourbonCap/status/1978110712082837903) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T14:48Z 57.9K followers, 18.3K engagements


"Quality companies having a correction right now: $SNPS $XXX $TDG $1323 $CPRT $XX $ASML $XXX $CRM $XXX $CDNS $XXX $NOW $XXX $FICO $1541 $INTU $XXX $MSCI $XXX $ODFL $XXX All of them are strong buy but they could go lower in the coming"  
[X Link](https://x.com/BourbonCap/status/1965774158081781765) [@BourbonCap](/creator/x/BourbonCap) 2025-09-10T13:47Z 57.9K followers, 14K engagements


"I posted a lot about $FICO back in July when the company had its worst month in more than XX years. Great business with a strong moat and its going to keep generating cash for the next XX years. Its a shame that so few people like FICO"  
[X Link](https://x.com/BourbonCap/status/1973809738740871623) [@BourbonCap](/creator/x/BourbonCap) 2025-10-02T17:58Z 57.9K followers, 9808 engagements


"Synopsys $SNPS insider bought shares a few weeks ago"  
[X Link](https://x.com/BourbonCap/status/1975181095361470809) [@BourbonCap](/creator/x/BourbonCap) 2025-10-06T12:47Z 57.9K followers, 3668 engagements


"@nataninvesting The good old days when $TMDX was $60"  
[X Link](https://x.com/BourbonCap/status/1978178710327996801) [@BourbonCap](/creator/x/BourbonCap) 2025-10-14T19:18Z 57.9K followers, 14.2K engagements


"Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA"  
[X Link](https://x.com/BourbonCap/status/1977401811800588558) [@BourbonCap](/creator/x/BourbonCap) 2025-10-12T15:51Z 57.9K followers, 77.2K engagements


"$CRM just confirmed $XX billion in revenue by 2030 with XX% organic growth. The company has the highest FCF yield and the lowest valuation in over XX years not bad at all"  
[X Link](https://x.com/BourbonCap/status/1978798827525042582) [@BourbonCap](/creator/x/BourbonCap) 2025-10-16T12:22Z 57.9K followers, 23.4K engagements