#  @BourbonCap Bourbon Capital Several major tech companies have reported significant growth and advancements, including Alphabet ($GOOG) with its first-ever $100 billion quarter, Amazon ($AMZN) with a strong quarter driven by AI and its cloud business, and Microsoft ($MSFT) with a large investment in OpenAI. Additionally, companies like MercadoLibre ($MELI) and Navitas ($NVTS) are making strides in their respective industries with innovative technologies and expansions. Meanwhile, industry leaders such as Nvidia ($NVDA) and ASML ($ASML) continue to push the boundaries in AI and semiconductor technology. ### Engagements: [-------] [#](/creator/twitter::251912158/interactions)  - [--] Week [---------] +86% - [--] Month [---------] -0.89% - [--] Months [----------] +103% - [--] Year [----------] +191% ### Mentions: [---] [#](/creator/twitter::251912158/posts_active)  - [--] Week [---] -7.10% - [--] Month [---] +27% - [--] Months [-----] -17% - [--] Year [-----] -65% ### Followers: [------] [#](/creator/twitter::251912158/followers)  - [--] Week [------] +0.84% - [--] Month [------] +3% - [--] Months [------] +42% - [--] Year [------] +135% ### CreatorRank: [------] [#](/creator/twitter::251912158/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #988 [finance](/list/finance) #2536 [technology brands](/list/technology-brands) 45.7% [cryptocurrencies](/list/cryptocurrencies) 11% [countries](/list/countries) 10.31% [social networks](/list/social-networks) 4.12% [financial services](/list/financial-services) #1617 [fashion brands](/list/fashion-brands) 2.41% [automotive brands](/list/automotive-brands) 0.69% [celebrities](/list/celebrities) 0.69% **Social topic influence** [$amzn](/topic/$amzn) #21, [$goog](/topic/$goog) #5, [stocks](/topic/stocks) #201, [ceo](/topic/ceo) #2765, [$asml](/topic/$asml) #28, [asml](/topic/asml) #62, [strong](/topic/strong) #2770, [$grab](/topic/$grab) #5, [ai](/topic/ai) 8.59%, [more than](/topic/more-than) 8.59% **Top accounts mentioned or mentioned by** [@financejack44](/creator/undefined) [@stockstormx](/creator/undefined) [@william_r2rclub](/creator/undefined) [@swingtraderphix](/creator/undefined) [@thetikr](/creator/undefined) [@rodrigoticoulat](/creator/undefined) [@stockunlock](/creator/undefined) [@ogheneroinana](/creator/undefined) [@valuation_shop](/creator/undefined) [@grok](/creator/undefined) [@maayukk](/creator/undefined) [@briansoteli](/creator/undefined) [@jimmyinvest](/creator/undefined) [@tonitrades_](/creator/undefined) [@greenpipstrade](/creator/undefined) [@smsutherland](/creator/undefined) [@cariloncapital](/creator/undefined) [@crunk1087](/creator/undefined) [@houmanasefi](/creator/undefined) [@bramvgenechten](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Advanced Micro Devices (AMD)](/topic/$amd) [Mastercard, Inc. (MA)](/topic/$ma) [Msci Inc (MSCI)](/topic/$msci) [Adobe, Inc. (ADBE)](/topic/$adbe) [NuCypher (NU)](/topic/$nu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DLocal Limited (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Intuit Inc. (INTU)](/topic/$intu) [4 (FOUR)](/topic/$four) [Synopsys, Inc. (SNPS)](/topic/$snps) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Applied Materials, Inc. (AMAT)](/topic/$amat) [UnitedHealth Group (UNH)](/topic/$unh) [UiPath, Inc. (PATH)](/topic/$path) [Now Coin (NOW)](/topic/$now) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Lam Research Corporation (LRCX)](/topic/$lrcx) [RAI Finance (SOFI)](/topic/$sofi) [Copart, Inc. (CPRT)](/topic/$cprt) [Arista Networks Inc (ANET)](/topic/$anet) [Metadium (META)](/topic/$meta) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Micron Technology, Inc. (MU)](/topic/$mu) [KLA Corp (KLAC)](/topic/$klac) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ServiceNow Inc (NOW)](/topic/servicenow) [Broadcom, Inc. (AVGO)](/topic/$avgo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Alibaba Group (BABA)](/topic/$baba) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Moody's Corporation (MCO)](/topic/$mco) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Duolingo, Inc. (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Bull Market (BULL)](/topic/$bull) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Canadian National Railway (CNI)](/topic/$cni) ### Top Social Posts Top posts by engagements in the last [--] hours "$INTR Inter & Co just received approval from the Fed to operate in Florida.that was quick. I cant wait to see $NU expand into the U.S. They already have workers and customers and many people have downloaded and are using the app there. Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK" [X Link](https://x.com/BourbonCap/status/2013286213189288259) 2026-01-19T16:23Z 72.6K followers, 10.9K engagements "Amazon $AMZN is one of Royal Bank of Canadas top stock picks for [----] Interesting theyve included $ABNB. We dont see many people talking about this tech giant And they also included Nancy Pelosis stock $PANW" [X Link](https://x.com/BourbonCap/status/2013234657815363916) 2026-01-19T12:58Z 72.6K followers, 33.7K engagements "4. $ODD - Oddity Tech Oddity operates a closed-loop feedback system linking consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data rapid product testing and reduced dependence on third-party retailers. Odditys capital-light model with no reliance on physical retail delivers structural margin advantages over traditional beauty companies. AI-driven personalization algorithms match customers" [X Link](https://x.com/BourbonCap/status/2020489609059160144) 2026-02-08T13:27Z 72.6K followers, 23.3K engagements "Stocks to Buy and Hold for the Next Decade [--]. $AMZN - Amazon Amazons global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery low unit costs and unmatched scale. AWS remains the backbone of global cloud infrastructure now operating at a $142 billion annual revenue run rate. It offers the broadest functionality security and ecosystem in the market powering the majority of enterprise and government cloud transitions. More than 90% of the top [----] customers use Graviton which delivers" [X Link](https://x.com/BourbonCap/status/2020489596505592084) 2026-02-08T13:27Z 72.6K followers, 271.7K engagements "$MU CEO: AI is here in the very early days.memory and storage have become strategic assets for AI The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and SK Hynix Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and" [X Link](https://x.com/BourbonCap/status/2020964182905049324) 2026-02-09T20:53Z 72.6K followers, 36.7K engagements "$SPGI 4Q 2025" [X Link](https://x.com/BourbonCap/status/2021204094174756982) 2026-02-10T12:46Z 72.6K followers, [----] engagements "$AMZN disclosed a 5.3% stake in electric aerospace company Beta Technologie $BETA Amazon top 13F Q4 2025: Rivian Automotive $RIVN BETA Technologies $BETA Astera Labs $ALAB Marvell Technology $MRVL $AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA https://t.co/arXjsZAKid $AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA https://t.co/arXjsZAKid" [X Link](https://x.com/BourbonCap/status/2021560377855906075) 2026-02-11T12:22Z 72.6K followers, 67.7K engagements "Tomorrow whatever happens Im going to be happy to buy your $AMZN shares" [X Link](https://x.com/BourbonCap/status/2019149863125229719) 2026-02-04T20:43Z 72.6K followers, 18.2K engagements "6. $DLO - DLocal DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales efficiently avoiding the heavy overhead typical of traditional banking or competitors. The company is positioned to lead cross-border payments in emerging markets particularly across Latin America Africa and Asia where global merchants face fragmented and complex payment ecosystems. DLocal integrates fraud" [X Link](https://x.com/BourbonCap/status/2020489618467037207) 2026-02-08T13:27Z 72.6K followers, 25.8K engagements "$SPGI S&P Global has entered in its own bear market FCF yield is likely to be close to 5% by noon what wonderful times we are living indiscriminate sell offs and high FCF yields. Are you buying anything from Dev $MSCI purchased $2.4B billion at $559 in [----] and the CEO has been very active buying at the same price. $MA The stock is down because of the 10% credit card bs but Revenue and EPS still growing 15%+ plus they gonna purchased over $14B in https://t.co/JvGkohzD76 Are you buying anything from Dev $MSCI purchased $2.4B billion at $559 in [----] and the CEO has been very active buying at" [X Link](https://x.com/BourbonCap/status/2021204090210967874) 2026-02-10T12:46Z 72.6K followers, 19.7K engagements "Theyre all crashing right now. absolutely beautiful S&P Global Inc. $SPGI Moody's Corporation $MCO MSCI Inc. $MSCI [----] Vibes" [X Link](https://x.com/BourbonCap/status/2021215205930185127) 2026-02-10T13:30Z 72.6K followers, 54.2K engagements "$SPGI For the full-year [----] the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases. Every two or three years this company crashes. then you get your chance Its up to you" [X Link](https://x.com/BourbonCap/status/2021226185632432240) 2026-02-10T14:14Z 72.6K followers, 13.4K engagements "Are we in a bubble Demis Hassabis CEO of $GOOG DeepMind: There arent enough compute chips to satisfy demand The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and SK Hynix Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market:" [X Link](https://x.com/BourbonCap/status/2021244092932325755) 2026-02-10T15:25Z 72.6K followers, 33.1K engagements "We exited [----] with a record fourth quarter delivering our first full year of net profit and crossing [--] million Monthly Transacting Users said Anthony Tan CEO $GRAB It takes a lot of time for any ecommerce to develop a good relationship with customers and encourage them to use multiple services or place multiple orders throughout the year Good job team https://twitter.com/i/web/status/2021738277942788297 https://twitter.com/i/web/status/2021738277942788297" [X Link](https://x.com/BourbonCap/status/2021738277942788297) 2026-02-12T00:09Z 72.6K followers, [----] engagements "Online sales by Region (2025) Latin America: 12.2% Middle East & Africa: 12.0% Asia-Pacific: 8.9% Europe: 6.3% North America: 5.0% Global: 7.9% Im here watching MercadoLibre $MELI keep growing exponentially while Mr. Market refuses to go up" [X Link](https://x.com/BourbonCap/status/2021931204686094579) 2026-02-12T12:55Z 72.6K followers, 18.5K engagements "Today's Largest insider sells: $BLK BlackRock Inc $22M $LAZ Lazard $15M $GS Goldman Sachs $10M $IOT Samsara inc $7M $QDEL QuidelOrtho $5.5M $TNGX Tango Therapeutics $5.3M $LMAT Lemaitre $5M $CDW CDW corp $4.4M $GOOG Google $4.1M $MCBS MetroCity Bankshares $3.5M $DELL Dell $3.4M $FDX Fedex Corp $3.2M $OKTA Okta inc $2.9M $TEAM Atlassian Corp $2.8M $CVNA Carvana Co $2.1M The insider you should care about is BlackRock $BLK. If they sell a significant amount of their holdings it could be a sign that they anticipate a market crash BlackRock $BLK insiders have sold $140 million worth of shares so" [X Link](https://x.com/BourbonCap/status/1814086345968501051) 2024-07-18T23:54Z 72.6K followers, [---] engagements "If you don't want to buy $ASML that's fine but Samsung Electronics one of the largest tech companies in the world has just crashed. - This company is a major player in South Korea and its taxpayers won't let it fail. - It's one of the largest tech companies globally. - $85 billion in cash - 10-year revenue CAGR 20%. - The revenue of Samsung Group companies accounted for about 23% of South Korea's GDP. This one of the cheapest companies out there and i added my first position this week. You should keep Samsung on your watchlist:" [X Link](https://x.com/BourbonCap/status/1860406233993478238) 2024-11-23T19:33Z 71.9K followers, 149.1K engagements "4 Great companies whose stocks declined +10% in [----] but have strong recovery potential in the near future part [--] [--]. $AMD - Advanced Micro Devices P/E - [-----] FCF - $0.5B Debt - $2.2B Reasons for stock decline: [--]. Concerns regarding the sustainability of growth in the personal computer processor market. [--]. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue. [--]. Nvidia continues to dominate the AI accelerator market with investors showing a strong preference for Nvidia over other chipmakers. Strengths: [--]. EPYC processors are increasingly adopted by major cloud" [X Link](https://x.com/anyuser/status/1873001885352755473) 2024-12-28T13:43Z 72.5K followers, 227.5K engagements "$LVMH is up 9% today and is now the most valuable company in Europe. $ASML is up 5.5% after a wonderful report from $TSM $INTC and Samsung will recover and send the beauty higher. Bernard Arnault added $280 million below $600 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) 2025-01-16T16:59Z 72.4K followers, 52K engagements "Plenty oportunities: $GOOG strong buy $AMZN strong buy $ZTS strong buy $V strong buy $TMO strong buy (Insinder added it) $GRAB strong buy $OSCR strong buy $SOFI strong buy $NU strong buy (hold for a few more days) $MSFT moderate buy $ARM moderate buy $ASML moderate buy $ULTA moderate buy $INTU moderate buy $TTD moderate buy $NVO moderate buy $ODFL moderate buy $LVMH moderate buy $MSCI moderate buy $PYPL moderate buy $XYZ moderate buy $NVR moderate buy $AMAT moderate buy $PFE strong buy (Insiders are buying) $BMY moderate buy (Insiders are buying) Evolution AB $EVO moderate buy (Multiple" [X Link](https://x.com/anyuser/status/1893720520375325137) 2025-02-23T17:52Z 72.5K followers, 231.1K engagements "10. The Descartes Systems Group Inc. $DSGX Software company that helps other companies move stuff better faster and cheaper. - Profit Margin: 75.6% - ROIC: 12.9% - Earnings yield: 1.67% - Expected EPS Growth (3 yr): 21% - Expected Revenue Growth (3 yr): 11% - CAGR since IPO: 22.2% https://twitter.com/i/web/status/1934597446346117571 https://twitter.com/i/web/status/1934597446346117571" [X Link](https://x.com/BourbonCap/status/1934597446346117571) 2025-06-16T13:02Z 72.4K followers, [----] engagements "My highest fintech conviction stocks to buy and hold for more than [--] 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 11% 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) 2025-06-30T14:33Z 72.4K followers, 20.3K engagements "Texas Pacific Land Corporation $TPL its down 50% from its highs The stock has grown at 35.8% per year delivering over 2000% returns in [--] 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) 2025-08-07T15:27Z 72.4K followers, 10.3K engagements "Growth stocks getting hammered: EPS and Revenue 18% TransMedics Group $TMDX $117 Hims & Hers Health $HIMS $51 Shift4 Payments $FOUR $81 DLocal Limited $DLO $10.97 Duolingo $DUOL $370 The Trade Desk $TTD $54 Grab Holdings $GRAB $4.8 Nu Holdings $NU $12.30" [X Link](https://x.com/BourbonCap/status/1954180001965740311) 2025-08-09T13:56Z 72.4K followers, 11.5K engagements "Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at 32.4% per year delivering over 1522% returns in [--] years. Let me tell you about it🧵" [X Link](https://x.com/BourbonCap/status/1959969020947370200) 2025-08-25T13:20Z 72.5K followers, 31.9K 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: 10.78% 5Y average Gross Margin: 20.8% 5Y Revenue Growth: 11.32% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about 40% in the past year. David Tepper has made UNH his second-largest position with an average cost of $311 but he started buying when shares were trading above $500. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for [----] with Medicare" [X Link](https://x.com/BourbonCap/status/1966487067518546416) 2025-09-12T13:00Z 72.4K followers, 52.2K engagements "Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at 27% per year delivering over 991% returns in [--] years" [X Link](https://x.com/BourbonCap/status/1970116021110632603) 2025-09-22T13:20Z 72K followers, [----] 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) 2025-09-24T14:26Z 72.4K followers, 43K engagements "2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted 70% 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 [--] billion monthly users across 200+ countries increasing query volume by 10% in supported categories enhancing engagement and" [X Link](https://x.com/BourbonCap/status/1971564945885036793) 2025-09-26T13:18Z 72.4K followers, 26.9K 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 [---] 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 $4 trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants" [X Link](https://x.com/BourbonCap/status/1971564950561698011) 2025-09-26T13:18Z 72.4K followers, 28.3K engagements "7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $400 billion by [----] 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. [--]. $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 [------] robots across its fulfillment centers including Kiva and Proteus models that handle picking" [X Link](https://x.com/BourbonCap/status/1977723830651981887) 2025-10-13T13:11Z 72.4K followers, 85K engagements "5 Undervalued Small-Cap Stocks to Buy [--]. $PATH - UiPath UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating robotic process automation (RPA) process mining generative AI and agentic automation within a single low-code/no-code environment. It is one of the few platforms to deliver a complete automation lifecycle under one control plane. Since launching its AI-powered automation suite UiPath has supported nearly [--] million agent runs and over [------] process instances with 450+ customers actively building and deploying AI agents. With 2.5M+ community users" [X Link](https://x.com/BourbonCap/status/1980260333236158969) 2025-10-20T13:10Z 72.4K followers, 108.6K engagements "2. $DLO - DLocal Limited DLocals proprietary One dLocal platform allows merchants to manage both payments and disbursements through a single API supporting more than [---] local payment methods across 40+ countries. Its blue-chip client base includes Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike. The company is positioned to lead cross-border payments in emerging markets targeting Latin America Africa and Asia regions where global merchants face fragmented payment ecosystems. DLocal integrates fraud management and compliance directly into its platform providing real-time" [X Link](https://x.com/BourbonCap/status/1980260337371746555) 2025-10-20T13:10Z 72.4K followers, 11.6K engagements "$HIMS short interest is at 36% close to its highest level. The short squeeze hasnt even started yet" [X Link](https://x.com/BourbonCap/status/1981059586917638433) 2025-10-22T18:06Z 72.4K followers, 29.1K engagements "$ADBE - Adobe PE: 21xFoward PE: 14.8x 5y Revenue Growth: 13.1%Profit margin: 30% ROIC: 27% Debt/FCF: 0.69x 1-year stock performance: -30.5% Adobe holds roughly 42% global market share in creative software powered by its industry-leading Creative Cloud suite. Around 74% of Adobes revenue comes from its Digital Media segment a subscription-based model that ensures recurring revenue customer retention and predictable cash flows. Its AI roadmap is ambitious targeting $5 billion in ARR from generative AI by [----]. The companys AI engine Firefly is expanding into 3D and VR content creation keeping" [X Link](https://x.com/BourbonCap/status/1984630760389644436) 2025-11-01T14:37Z 72.4K followers, 34.8K engagements "$FOUR - Shift4 Payments PE: 26.7x Foward PE: 11.6x 5y Revenue Growth: 41.2% 5y Cash Growth: 299% Debt/Equity: 1.8x YTD performance: -33.9% Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in industries where competitors face fragmentation. The company holds 15-20% U.S. market share in hotels and restaurants and is expanding into arenas stadiums e-commerce and international markets. Its recent acquisition in Europe added tax-free shopping capabilities extending its footprint across Europe and Asia. Shift4 is expected to sustain free-cash-flow" [X Link](https://x.com/BourbonCap/status/1984630763040456978) 2025-11-01T14:37Z 72.4K followers, 32.8K engagements "Shift4 Payments $FOUR Gross Revenue up 61% YoY Gaap EPS from [----] Q3 [----] to [----] Q3 [----] No bueno Net income Q3 [----] $53.8 to $33.4 Q3 [----] -38% YoY 'our board has authorized a new $1 billion stock repurchase programwhich is the largest in our history.'" [X Link](https://x.com/BourbonCap/status/1986411006793240606) 2025-11-06T12:31Z 72.4K followers, 10.7K engagements "TransDigm Group $TDG usually increases buybacks when the stock price is weak. During fiscal [----] TransDigm repurchased approximately [------] shares of its common stock at an average price of $1247 per share for a total amount of approximately $0.5 billion. Subsequent to the quarter-end in October [----] TransDigm repurchased approximately [-----] additional shares at an average price of $1250 per share totaling around $0.1 billion. To give you an idea the largest buyback theyve done in the past [--] years was in [----] totaling over $0.66 billion. Now in fiscal [----] theyve reported a similar figure" [X Link](https://x.com/BourbonCap/status/1988596305644413040) 2025-11-12T13:14Z 72.4K followers, 26.3K engagements "What stocks are you currently buying after the last two weeks sell off" [X Link](https://x.com/BourbonCap/status/1991570913507295615) 2025-11-20T18:14Z 72.5K followers, 23.6K engagements "6 Stocks to Buy and Hold for the Next Decade [--]. $GOOG - Alphabet Alphabet remains the dominant force in global digital advertising through Google Search and YouTube with search volume boosted by a 70% adoption surge in Google Lens. YouTube continues expanding into live sports connected TV and subscription services. Advertising revenue rose 15% YoY to $10.3 billion while paid subscriptions surpassed [---] million users (+21% YoY) cementing YouTube as a true dual-revenue engine. Alphabets AI strategy is accelerating rapidly. AI Overviews now reach over [--] billion monthly users across 200+" [X Link](https://x.com/BourbonCap/status/1992225308297032098) 2025-11-22T13:35Z 72.4K followers, 445.4K engagements "5. $OSCR - Oscar Health While healthcare is undergoing massive disruption Oscar operates in a protected environment supported by ACA marketplace regulations and government subsidies. Oscar Healths total membership grew 28% YoY to [---] million supported by strong retention rates above-market enrollment and Special Enrollment Period (SEP) additions. The company expanded into [--] states including new markets in Alabama and Mississippi deepening its national footprint. With the ACA marketplace expected to reach [--] million covered lives in [----] Oscar has meaningful headroom to expand its addressable" [X Link](https://x.com/BourbonCap/status/1994761801980842290) 2025-11-29T13:34Z 72.4K followers, 12.1K engagements "6. $CPRT - Copart The U.S. salvage vehicle auction industry is an effective oligopoly dominated by Copart and RB Global which together control 80%+ of the market. Copart owns approximately 90% 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 VB3 platform an industry-leading technology supporting over [------] active buyers across 190+ countries. This" [X Link](https://x.com/BourbonCap/status/1994761806137417759) 2025-11-29T13:34Z 72.4K followers, 15K engagements "2. $JD - JDcom 5y Revenue Growth: 22% 5y Cash Growth: 7% Debt/Equity: 0.37x 5-year stock performance: -64% Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond" [X Link](https://x.com/BourbonCap/status/1997295671569682458) 2025-12-06T13:22Z 72.4K followers, 17.8K engagements "3. $DLO - DLocal Limited 5y Revenue Growth: 293% 5y Cash Growth: 107% Debt/Equity: 0.13x 5-year stock performance: -36% DLocal operates across Latin America Africa Asia and the Middle East regions underserved by global payment providers and ripe for digital financial transformation. The company processes payments for global enterprises via a single API supporting 600+ local payment methods across 40+ countries. It recently hit a record TPV of $10.4B up 59% YoY and 13% QoQ marking its fourth consecutive quarter above 50% YoY growth. The company is positioned to dominate cross-border payments" [X Link](https://x.com/BourbonCap/status/1997295675520794718) 2025-12-06T13:22Z 72.4K followers, 16.5K engagements "Visa $V Similar to $MA strong buyback Rev and EPS growing 11%" [X Link](https://x.com/BourbonCap/status/1999108303733830051) 2025-12-11T13:25Z 72.4K followers, [----] engagements "DLocal Limited $DLO - Dlocal doesn't has a lot time in the market but since its IPO the company has returned a strong ROIC - Rev and EPS growing 12% - The company is expanding - Oustading CEO with more than [--] years experince" [X Link](https://x.com/BourbonCap/status/1999108306409828495) 2025-12-11T13:25Z 72.4K followers, [----] engagements "$MSCI will come back with massive buybacks Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL" [X Link](https://x.com/BourbonCap/status/2000944055489110411) 2025-12-16T15:00Z 72K followers, 13.6K engagements "$UNH still have so much potential and its having one of the worse year since [----] and [----] yet the company serves more than [--] million customers and the avg street target still close to $430 https://x.com/BourbonInsider/status/1979887896703205500 $UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably https://t.co/uMcRkbrNJZ https://x.com/BourbonInsider/status/1979887896703205500" [X Link](https://x.com/BourbonCap/status/2001664846711173388) 2025-12-18T14:44Z 72.3K followers, 12.3K engagements "Stanley Druckenmiller the guy who ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years is bullish on emerging markets and ecommerce stocks He still Adding more Mercadolibre $MELI Amazon $AMZN Coupang $CPNG and Taiwan Semiconductor $TSM Remains untouched https://twitter.com/i/web/status/2002003720230355152 https://twitter.com/i/web/status/2002003720230355152" [X Link](https://x.com/BourbonCap/status/2002003720230355152) 2025-12-19T13:10Z 71.9K followers, 344.4K engagements "3. $LULU - lululemon athletica Lululemon has evolved from a niche yoga brand into a global athletic-wear powerhouse. International revenue grew 33% YoY led by: - Mainland China: +46% reported (+47% constant currency) - Rest of World: +19% constant currency This is more impressive because in [----] 99% of revenue came from North America. Today 27.9% is international. Since [----] total revenue has grown +350% making Lululemon the #3 global activewear brand behind Nike and Adidas. The company remains the #1 womens activewear brand in the U.S. operates in 30+ geographies and has quadrupled its" [X Link](https://x.com/BourbonCap/status/2002371047115665789) 2025-12-20T13:30Z 72.4K followers, 20.4K engagements "6. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. Total payment volume reached $55 billion up 26% YoY reflecting robust expansion across hospitality restaurants sports and entertainment verticals. The Bambora (Worldline NA) acquisition adds $90B in gateway volume enhanced ACH/EFT capabilities and engineering talent at a steep valuation discount. SmartPay" [X Link](https://x.com/BourbonCap/status/2002371060692627480) 2025-12-20T13:30Z 72.4K followers, 23.5K engagements "4 Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo 1y stock performance: -6.2% Despite a relatively flat [----] PepsiCo remains one of the strongest defensive companies in the market. PepsiCos North America Beverages (PBNA) segment has returned to both volume and net revenue growth driven by flagship brands such as Pepsi Mountain Dew and Gatorade. Service levels have recovered to 9798% improving retailer relationships and shelf execution. Structural cost reductions at Frito-Lay North America (FLNA)" [X Link](https://x.com/BourbonCap/status/2004908968402202733) 2025-12-27T13:35Z 71.9K followers, 107.9K engagements "2. $MSCI - MSCI 1y stock performance: -4.2% While it is not defensive in the traditional sense MSCI is a defensive compounder because it operates as a toll road for the global financial system. The company holds exclusive ownership of the most globally recognized equity indices which form the backbone of institutional and passive investing worldwide. More than [----] ETFs are linked to MSCI indices representing over $1.4 trillion in AUM creating a stable and growing stream of licensing revenue. MSCI benefits from long-duration client relationships particularly among institutional investors" [X Link](https://x.com/BourbonCap/status/2004908971925107061) 2025-12-27T13:35Z 71.9K followers, [----] engagements "2. $PATH - UiPath In [----] UiPath stock surged 23% yet it remains well below its [----] all-time high of $79. In [----] revenue is expected to grow around 12% with net income projected to increase roughly 20% signaling strong operational momentum. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. Since launching its AI-powered automation suite the company has supported nearly one million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. With over [---] million community users" [X Link](https://x.com/BourbonCap/status/2007450971610186140) 2026-01-03T13:56Z 72.5K followers, [----] engagements "3. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic shift helped drive a +200% stock surge in [----] although shares still trade below their all-time high of $62. Unlike off-grid miners IRENs grid-connected facilities reduce downtime curtailment risk and reliability issues. As AI and data centers drive structural increases in power demand cheap reliable renewable energy becomes the true bottleneck and IREN already controls it. IREN owns its land power infrastructure and data centers end-to-end. As" [X Link](https://x.com/BourbonCap/status/2007450975875870782) 2026-01-03T13:56Z 72.5K followers, [----] engagements "3. $DLO - DLocal Limited DLocal operates one of the strongest payments infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. Its platform processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. The company recently reported record TPV of $10.4 billion up 59% YoY and 13% QoQ marking its fourth consecutive quarter of 50%+ growth. Net revenue retention reached an exceptional 149% reflecting strong merchant expansion across volumes geographies and payment types. Alternative payment methods" [X Link](https://x.com/BourbonCap/status/2009981084071526797) 2026-01-10T13:30Z 72.4K followers, 14.6K engagements "$GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO" [X Link](https://x.com/BourbonCap/status/2010717296495333659) 2026-01-12T14:15Z 72.5K followers, 23.8K engagements "I believe $AMZN is going to be the largest company in America Robotics drones and automation will make a huge impact on the company" [X Link](https://x.com/BourbonCap/status/2011861729706459630) 2026-01-15T18:03Z 72.4K followers, 50.1K engagements "3. $NVO - Novo Nordisk Novo Nordisk is a global leader in diabetes care and obesity treatments two of the fastest-growing chronic health conditions worldwide. Novo controls approximately 45% of the U.S. market and 40% globally with approvals in more than [--] countries. The company benefits from a strong product pipeline and significant pricing power in specialized medications. Next-generation therapies are expected to extend revenue growth. The development of an oral Wegovy pill could dramatically expand the obesity total addressable market (TAM). Recent Akero and Metsera acquisitions" [X Link](https://x.com/BourbonCap/status/2012521131442413915) 2026-01-17T13:43Z 72.4K followers, 30.1K engagements "4. $SOFI - SoFi Technologies SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics software-like margins and global fintech infrastructure capabilities. SoFi operates as a modern digital financial services platform targeting younger consumers across personal banking lending investing and crypto. Growth in fintech adoption and digital banking usage supports long-term expansion. If SoFi continues to increase member engagement and cross-sell rates lifetime customer value could rise significantly. SoFi has delivered positive net income" [X Link](https://x.com/BourbonCap/status/2012521135510798380) 2026-01-17T13:43Z 72.4K followers, 22.7K engagements "10. $WRD - WeRide WeRide develops full-stack autonomous driving systems (Level [--] to Level 4) tested and deployed across multiple global markets. The company has received autonomous driving permits in several countries and operates in dozens of cities demonstrating progress beyond a single geographic market. WeRide is rolling out robotaxi services and other autonomous vehicles including robovans and robobuses diversifying revenue beyond traditional vehicle sales. It has built one of the strongest global partner ecosystems in autonomy collaborating with Uber (UAE) Grab (Southeast Asia) SBB" [X Link](https://x.com/BourbonCap/status/2012521159204491767) 2026-01-17T13:43Z 72.4K followers, 20.8K engagements "11. $BULL - Webull Webull serves more than [--] million registered users worldwide reflecting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure. Webull continues to enhance its platform with advanced trading tools research capabilities educational content and 24/7 global market access increasing engagement and platform stickiness. Digital investment platforms benefit from sustained retail investor participation and rising global market access. Webulls Premium Subscription" [X Link](https://x.com/BourbonCap/status/2012521163558195470) 2026-01-17T13:43Z 72.4K followers, 24.4K engagements "$INTU Stock-Based Compesation vs Free Cash flow $ADBE Stock-Based Compensation vs Free Cash flow https://t.co/RcjFrTdbiH $ADBE Stock-Based Compensation vs Free Cash flow https://t.co/RcjFrTdbiH" [X Link](https://x.com/BourbonCap/status/2013312470958379165) 2026-01-19T18:07Z 72K followers, 18.9K engagements "$ANET retained earnings and operating cash flow growing quarter after quarter with zero debt. Such an essential company" [X Link](https://x.com/BourbonCap/status/2013658623235231821) 2026-01-20T17:03Z 72.4K followers, 11.6K engagements "$CSU.TO FCF yield is back to [----] highs and an insider purchased [--] share to boost confidence Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT" [X Link](https://x.com/BourbonCap/status/2014060350388261242) 2026-01-21T19:39Z 72.4K followers, 13.6K engagements "Jensen Huang "Say my name" moment NVIDIA $NVDA has grown at 37% per year since its IPO [----] BlackRock $BLK has grown at 21% per year since its IPO in 1999" [X Link](https://x.com/BourbonCap/status/2014317360841146623) 2026-01-22T12:40Z 72.4K followers, 51.4K engagements "Elon Musk says solar-powered data centers might happen in the next two or three years. Long $AMZN and $GOOG" [X Link](https://x.com/BourbonCap/status/2014368199039398340) 2026-01-22T16:02Z 71.9K followers, 32.4K engagements "$NU is now the second largest Financial Institution in Brazil $100 Billion Market cap is coming $NU is now the Second Largest Financial institution in Brazil https://t.co/KOQA2adJSA $NU is now the Second Largest Financial institution in Brazil https://t.co/KOQA2adJSA" [X Link](https://x.com/BourbonCap/status/2014430907927572712) 2026-01-22T20:12Z 71.9K followers, [----] engagements "Larry Fink $BLK is saying the same thesis as Michael Burry. Every two or three years chip designers develop a new generation with a 50% price increase and hyperscalers are tempted to buy it because they want the best equipment and to offer the best services. In other words its a rat race. Get out of the rat race.build your own chips cheaper and with better performance. I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300 is coming https://t.co/BLfxfTybte I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300" [X Link](https://x.com/BourbonCap/status/2014685272466686080) 2026-01-23T13:02Z 72.4K followers, 170.3K engagements "Fund Manager Cash Level plunges to 3.2% the lowest level in history $BRK.B still has more than $380 billion in cash" [X Link](https://x.com/BourbonCap/status/2014717178210046404) 2026-01-23T15:09Z 71.9K followers, [----] engagements "2. $ISRG - Intuitive Surgical Intuitive Surgical remains the undisputed leader in robotic-assisted surgery (RAS) and is uniquely positioned to expand into new surgical categories emerging markets and adjacent medical robotics fields. The da Vinci ecosystem now with more than [-----] installed systems benefits from unmatched surgeon trust extensive clinical data and a deeply embedded service and training infrastructure. This creates powerful recurring revenue streams and exceptionally high switching costs. Advancements in AI-enhanced imaging augmented reality (AR) and real-time decision support" [X Link](https://x.com/BourbonCap/status/2015055443660321119) 2026-01-24T13:33Z 72.5K followers, 17.8K engagements ""My algorithm has always been: You put smart people together you give them a lot of freedom create an atmosphere where everyone talks to everyone else. They're not hiding in the corner with their own little thing. They talk to everybody else. And you provide the best infrastructure. The best computers and so on that people can work with and make everyone partners." Jim Simons https://twitter.com/i/web/status/2015763359233081450 https://twitter.com/i/web/status/2015763359233081450" [X Link](https://x.com/BourbonCap/status/2015763359233081450) 2026-01-26T12:26Z 72.5K followers, 235.7K engagements "Nancy Pelosi still long $AMZN $300 per share is coming Nancy Pelosi still long $AMZN $GOOG and $NVDA https://t.co/WYtHK1jz0r Nancy Pelosi still long $AMZN $GOOG and $NVDA https://t.co/WYtHK1jz0r" [X Link](https://x.com/BourbonCap/status/2015808372704964723) 2026-01-26T15:25Z 71.9K followers, 79K engagements "Bloom Energy $BE CEO with a very simple thesis involving natural gas" [X Link](https://x.com/BourbonCap/status/2016165804815880314) 2026-01-27T15:06Z 72.4K followers, 32.4K engagements "$ASML is up 37.48% YTD before earnings" [X Link](https://x.com/BourbonCap/status/2016224079217299910) 2026-01-27T18:57Z 71.9K followers, 49.7K engagements "Dont forget $MA just approved a $14 billion share repurchase. They could buy more than [--] million shares and reduce the float by over 3% $MA estimated operating cash flow for the next [--] years https://t.co/RuW60qW96O $MA estimated operating cash flow for the next [--] years https://t.co/RuW60qW96O" [X Link](https://x.com/BourbonCap/status/2016233812045255064) 2026-01-27T19:36Z 72K followers, 28.7K engagements "$ASML announced more buybacks $ASML announced additional buybacks for the next few years and the company still projects [----] billion in revenue and a gross margin between 52% and 60% by [----]. https://t.co/M4WPtUPTln $ASML announced additional buybacks for the next few years and the company still projects [----] billion in revenue and a gross margin between 52% and 60% by [----]. https://t.co/M4WPtUPTln" [X Link](https://x.com/BourbonCap/status/2016488914765185098) 2026-01-28T12:29Z 71.9K followers, 13.2K engagements "UiPath Inc. $PATH is a leading global software company specializing in Robotic Process Automation (RPA) and enterprise automation solutions. Founded in [----] in Bucharest Romania the company http://x.com/i/article/2015513708533858306 http://x.com/i/article/2015513708533858306" [X Link](https://x.com/BourbonCap/status/2016517783270375458) 2026-01-28T14:24Z 72.4K followers, [----] engagements "$MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL" [X Link](https://x.com/BourbonCap/status/2016570702954987716) 2026-01-28T17:54Z 72.5K followers, 28.7K engagements "$ASML total sales are expected to be between 34B and 39B in [----] 4% revenue growth YoY (worst case) 19% revenue growth YoY (best case) If Mr. Market gives me another correction Im gonna take it $ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4% YoY. If revenue reaches 39B growth would be 19% YoY. Now the interesting part: as we mentioned before the market is building a large number of https://t.co/pdevN2MWr6 $ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4%" [X Link](https://x.com/BourbonCap/status/2016586837305782662) 2026-01-28T18:59Z 71.9K followers, [----] engagements "$MA is now outperforming $NFLX President Trump bought Bonds Worth $51 Million for His Personal Investments Bonds from $NFLX $OXY $CRWV $GM and $BA https://t.co/emxeDn1wMu President Trump bought Bonds Worth $51 Million for His Personal Investments Bonds from $NFLX $OXY $CRWV $GM and $BA https://t.co/emxeDn1wMu" [X Link](https://x.com/BourbonCap/status/2016602466880557294) 2026-01-28T20:01Z 72K followers, 16.8K engagements "$META Revenue up 24% YoY EPS up 10.72% YoY Full Year [----] daily active people (DAP) was3.58billion Its a $1000 per share stock playing reckless" [X Link](https://x.com/BourbonCap/status/2016623979826438606) 2026-01-28T21:26Z 71.9K followers, 12.5K engagements "$META repurchased $26 billion in [----] $MA repurchased $13 billion in 2025" [X Link](https://x.com/BourbonCap/status/2016624864644276368) 2026-01-28T21:30Z 72K followers, 18.4K engagements "$FICO We had a good start to our fiscal year with strong top and bottom-line growth said Will Lansing chief executive officer" [X Link](https://x.com/BourbonCap/status/2016628907902894189) 2026-01-28T21:46Z 72.4K followers, [----] engagements "Lam Research Corporation $LRCX: Rev: $5.35B up 22% YoY EPS GAAP $1.26 37% YoY Share Repurchases $1.4B biggest buyback so far" [X Link](https://x.com/BourbonCap/status/2016636103973871625) 2026-01-28T22:14Z 72.5K followers, [----] engagements "$MSCI Operating Expenses vs Operating Income $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt" [X Link](https://x.com/BourbonCap/status/2016851215259148521) 2026-01-29T12:29Z 72.5K followers, [----] engagements "$MA just reported full-year [----] results. Such an old company yet revenue still grew 15% and diluted EPS grew 18%. Operating income as usual surpassed operating expenses by a huge gap. The company repurchased over $13 billion in [----] and theyre going to repurchase $14 billion in [----]. https://twitter.com/i/web/status/2016861729674731980 https://twitter.com/i/web/status/2016861729674731980" [X Link](https://x.com/BourbonCap/status/2016861729674731980) 2026-01-29T13:11Z 72K followers, 18.5K engagements "Ecommerce stocks crash: "We don't gonna buy because they gonna be disrupted" 7Mags crash: "We don't gonna buy because they gonna be disrupted" Alibaba crashes "We don't gonna buy because China and its gonna be disrupted" Google crashes "We don't gonna buy because its gonna be disrupted" Software stocks crash: "We don't gonna buy because its gonna be disrupted" Semiconductor stocks crash: "We don't gonna buy because they gonna be disrupted" Cybersecurity stocks crash: "We don't gonna buy because its gonna be disrupted" Then. they gonna be buying at top as usual" [X Link](https://x.com/BourbonCap/status/2016900070306615536) 2026-01-29T15:43Z 72.2K followers, 11.9K engagements "Are you buying anything today" [X Link](https://x.com/BourbonCap/status/2016924010483720576) 2026-01-29T17:18Z 72K followers, 12.8K engagements "$META Free Cash Flow vs Operating Cash flow $META CAPEX https://t.co/W1p0LM5l9r $META CAPEX https://t.co/W1p0LM5l9r" [X Link](https://x.com/BourbonCap/status/2016948319088410675) 2026-01-29T18:55Z 71.9K followers, 13.3K engagements "$NOW Revenue vs Operating cash flow $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR" [X Link](https://x.com/BourbonCap/status/2016949242271547889) 2026-01-29T18:59Z 71.9K followers, 18.3K engagements "Hello to all the American banks $NU is coming At this point apply in Canada as well and start disrupting North America. $NU is going to the US https://t.co/6Ls3pU2Lki $NU is going to the US https://t.co/6Ls3pU2Lki" [X Link](https://x.com/BourbonCap/status/2016966862551068757) 2026-01-29T20:09Z 72.4K followers, [----] engagements "They knew $MSFT was gonna crash thats why they sold few quarters before" [X Link](https://x.com/BourbonCap/status/2017214624836321677) 2026-01-30T12:33Z 72.4K followers, 63K engagements "This is still one of the best clips from former Google $GOOG CEO Eric Schmidt explaining why we need all sources of power to support AI. He told Congress a few months ago that AI could eventually consume a significant portion of the worlds electricity. Schmidt: "We need energy in all forms" $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the entire worldwide energy https://t.co/Vz5RRqrQpY $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the" [X Link](https://x.com/BourbonCap/status/2017579951013167113) 2026-01-31T12:45Z 72.3K followers, 45.9K engagements "5 Undervalued Software Application Companies Over the past year the software application sector has faced meaningful headwinds including macroeconomic pressure slower growth in certain subsegments and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves this setup presents a compelling opportunity for select high-quality software names. [--]. $ADBE - Adobe Adobe shares have declined more than 30% over the" [X Link](https://x.com/BourbonCap/status/2017954466750677110) 2026-02-01T13:33Z 72.5K followers, 24.4K engagements "$MA Cash flow per share - $14B in buybacks for [----] - Rev and EPS growing 15% - Free cash flow growing 20% A new all time high is coming $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS" [X Link](https://x.com/BourbonCap/status/2018376311111131368) 2026-02-02T17:29Z 72.5K followers, 14K engagements "@FinanceJack44 $SPGI is down 8% not only Saas" [X Link](https://x.com/BourbonCap/status/2018706684672110644) 2026-02-03T15:22Z 72.4K followers, [---] engagements "$HOOD is down 41% from its highs At what price are you waiting to buy" [X Link](https://x.com/BourbonCap/status/2018725308128538968) 2026-02-03T16:36Z 72.5K followers, 20.8K engagements "$FICO pricing power remains solid Operating margins went from 18% in [----] to 48% in 2025" [X Link](https://x.com/BourbonCap/status/2019120802621472895) 2026-02-04T18:48Z 72.4K followers, [----] engagements "$GOOG Capex is insane from $119B to $180B in [----] unstoppable $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B" [X Link](https://x.com/BourbonCap/status/2019156917101195498) 2026-02-04T21:11Z 72.4K followers, 21K engagements "$GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening" [X Link](https://x.com/BourbonCap/status/2019170982909374949) 2026-02-04T22:07Z 72.4K followers, 61.5K engagements "Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B" [X Link](https://x.com/BourbonCap/status/2019517506105544741) 2026-02-05T21:04Z 72.4K followers, [----] engagements "Andy Jassy: "Our chips business is now over $10B in annual revenue. growing at a triple digit percentage year over year"" [X Link](https://x.com/BourbonCap/status/2019590812640899126) 2026-02-06T01:55Z 72.5K followers, 29.2K engagements "@RodrigoTicoulat $MELI is also a stock to buy and hold for the next decade" [X Link](https://x.com/BourbonCap/status/2020515784884154515) 2026-02-08T15:11Z 72.4K followers, [---] engagements "@FinanceJack44 Anyone paying for ads on $NFLX $META $AMZN or $MELI knows the impact of AI Their ads are getting better every single day and people who pay ads will keep increasing their budgets over the long term.a win win for everyone" [X Link](https://x.com/BourbonCap/status/2020855721617674461) 2026-02-09T13:42Z 72.4K followers, [---] 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) 2025-10-15T15:04Z 72.6K followers, 169.9K engagements "5. $MELI - MercadoLibre 5y Revenue CAGR Growth: 29.9% 5y EPS CAGR Growth: 153.5% 5y Cash CAGR Growth: 85.7% 5y stock performance: +8% Revenue CAGR forecast to 2030: Low: 20% Mid: 29% High: 25% MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. Its credit portfolio has grown" [X Link](https://x.com/BourbonCap/status/2019039768919572843) 2026-02-04T13:26Z 72.6K followers, [----] engagements "$AMZN Net sales up 14% YoY $213.4B vs Est $211.49 AWS sales up 24% YoY North America Sales up 10% International sales 17% YoY EPS $1.95 vs Est $1.96 Advertising growing 22% AWS growing 24% (our fastest growth in [--] quarters)" [X Link](https://x.com/BourbonCap/status/2019521901388067197) 2026-02-05T21:21Z 72.6K followers, [----] engagements "$AMZN AWS casually growing 24% (The fastest growth in [--] quarters)" [X Link](https://x.com/BourbonCap/status/2019524235962773897) 2026-02-05T21:31Z 72.6K followers, 12.2K engagements "$AMZN AWS CEO Matt Garman: Utilities don't scale with the level that we need them to scale.so there's probably some steps between here and there where you're going to have to do behind the meter power.we're going to have to fund that ramp up while the world catches up Congrats Utilities. you've unlocked a long term Godfather https://twitter.com/i/web/status/2020896171472957649 https://twitter.com/i/web/status/2020896171472957649" [X Link](https://x.com/BourbonCap/status/2020896171472957649) 2026-02-09T16:22Z 72.6K followers, 39.5K engagements "It was a blessing to be ignored by Brazils banking behemoths said David Velez $NU CEO Its always a blessing to be ignored rejected or treated like a sandbag. This will fuel your motivation in the future" [X Link](https://x.com/BourbonCap/status/2020942257558331827) 2026-02-09T19:25Z 72.6K followers, [----] engagements "John Armitage (Egerton Capital) has increased his $AMZN position by 45% and its now the largest position Long $AMZN $AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N $AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N" [X Link](https://x.com/BourbonCap/status/2021656377257869526) 2026-02-11T18:43Z 72.6K followers, 32.6K engagements "Bankruptcies from May 2024: May [--] [----] $AUVIQ Applied Uv Inc May [--] [----] $ISUNQ Isun Inc May [--] [----] $MACK Merrimack Pharmaceuticals May [--] [----] $NBSE Neubase Therapeutics Inc $QQQ $SPY" [X Link](https://x.com/BourbonCap/status/1802855806397825328) 2024-06-18T00:08Z 72.5K followers, [---] engagements "A few tips for new investors: 1) Never buy Airline stocks 2) Never buy IPOs 3) Never buy Weed stocks 4) Never buy NFTs 5) Never buy "crypto" coins 99% of them are scam 6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them. 7) Free bank information is always wrong. They always say the market is going to crash every single year. 8) Don't go crazy buying dips preserve your capital 9) Never buy before earnings 11) If the stock crashes it can take months or years to recover. No need to rush to buy dips. 10) The market" [X Link](https://x.com/BourbonCap/status/1818073421827424705) 2024-07-29T23:57Z 72.6K followers, 926.9K engagements "Most Recent IPO's I don't buy IPOs but some people buy it $GIG GigCapital7 Corp. $AZI Autozi Internet Technology $BSII Black Spade Acquisition II Co $SPA ISafe Pro Group Inc. $JBDI JBDI Holdings Limited" [X Link](https://x.com/BourbonCap/status/1829505059979485343) 2024-08-30T13:02Z 72.5K followers, [----] engagements "Nextracker Inc. $NXT Undervalue or Trap The stock is down 30% from its peak $NXT July [----] Net Debt 0🟢 Rev: $479.74m EPS: $0.48 FCFPS: [----] Gross Margin: 23% Share Price: $42.73 $NXT July [----] Net Debt 0🟢 Rev: $719.92B (+50%)🟢 EPS: $0.93 (+93%)🟢 FCFPS: [----] Gross Margin: 32%🟢 Share Price: $40.68 Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants. 1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement" [X Link](https://x.com/BourbonCap/status/1830283715362058322) 2024-09-01T16:36Z 72.5K followers, [----] engagements "If you don't want to buy Chinese stocks it's all good but [--] of the most valuable companies in Europe are undervalued: $LVMH $ASML It's up to you to take advantage $ACN was close to [--] weeks low few months ago and its back to all time high" [X Link](https://x.com/BourbonCap/status/1848083349232926805) 2024-10-20T19:26Z 72.6K followers, 130.9K engagements "There are a lot of undervalued stocks right now and next week you can take advantage of this: No risk: $PEP - Undervalued it's practically screaming for everyone to buy it. $TMO - A defensive stock that won't crash; it doesn't care about recessions. We need this company for the next [--] years. $CNI - A sleeping giant in the railway sector and it's one of the strongest oligopolies out there. We need this company for the next [---] years. Mid risk: $GOOG - The lawsuit is hitting the price but it's going to be over soon and this giant will return to normal. It's undervalued. $LVMH - The biggest" [X Link](https://x.com/anyuser/status/1857758465298706864) 2024-11-16T12:11Z 72.5K followers, 185.9K engagements "Undervalued stocks you might want to check out: (THREAD🧵) [--]. $AMZN - Amazon $AMZN's vast global presence and extensive logistics network allow it to offer a wide selection of products with quick delivery times. $AMZN has built an ecosystem that offers numerous synergies and cross-selling opportunities. This ecosystem encourages customer loyalty and frequent engagement. $AMZN is a leader in technological innovation with significant investments in cloud computing through Amazon Web Services (AWS) artificial intelligence and machine learning to enhance its services and operations" [X Link](https://x.com/anyuser/status/1862891746482602180) 2024-11-30T16:09Z 72.5K followers, 268.2K engagements "When you invest in $GRAB you are essentially purchasing: -$100 million worth of cars and properties in Singapore - $292 million in cash - [--] million customers - $UBER in [--] countries - $SHOP in [--] countries - $PYPL in [--] countries - $CART in [--] countries - [-----] employees with 30% dedicated to Research and Development which is commendable as it ensures ongoing expansion and exploration of new markets. Considerations: - 50% of the company's revenue comes from Malaysia and Singapore. With over [---] million people in Southeast Asia but only less than 6% currently using $GRAB the potential for" [X Link](https://x.com/anyuser/status/1863556243811447080) 2024-12-02T12:10Z 72.5K followers, 145.7K engagements "I'm not going to buy anything until Jan [----] but here is my price to buy: $ASML below $700 $LRCX below $80 $CNI below $115 $PYPL below $100 $HIMS below $26 $OXY below $55 $NU below $13 $ODFL below $200 $LVMH below $600 $EL below $90 $NOC below $450 $GOOG $AMZN $MSCI $INTU $BAM $GRAB $UNH $TMDX $V and $MELI whatever price I will add I sold 100% of $LULU and 50% of $ULTA; I want to focus on $MELI and $LVMH I won't add more $BABA; I'm happy with my position and I won't make any moves next year but I'm going to keep posting about BABA. I'm watching $OPEN $UBER $MRX $TMO $LEU $QXO $FOUR $ZETA $PFE" [X Link](https://x.com/BourbonCap/status/1866200721106124839) 2024-12-09T19:18Z 72.6K followers, 131.7K engagements "10 stocks to buy and hold for the next [--] 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 [--] 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/anyuser/status/1866886116567052332) 2024-12-11T16:41Z 72.5K followers, 1.2M engagements "5 Great companies whose stocks declined +15% in [----] but have strong recovery potential in the near future [--]. $OXY - Occidental Petroleum Corporation P/E - [-----] FCF - $4.3B Debt - $27.6B Reasons for stock decline: [--]. Significant debt load partly due to past acquisitions. [--]. Global geopolitical tensions in the Middle East creating uncertainty in oil supply and demand dynamics. [--]. Challenges in consistently delivering shareholder returns. Positive aspects: [--]. Leader in CCUS technology through its subsidiary Oxy Low Carbon Ventures (OLCV) [--]. Diversification into areas beyond oil and gas" [X Link](https://x.com/anyuser/status/1871921977100742874) 2024-12-25T14:12Z 72.5K followers, 264.9K engagements "Warren Buffett once said "Our favorite holding period is forever" Here are [--] stocks to own for the next [--] years. [--]. Microsoft - $MSFT [--]. Azure's market share is projected to reach 30% by [----] driven by advancements in hybrid solutions and edge computing. [--]. Microsoft could generate 25%-30% of its revenue from AI-related services in the coming years. [--]. Game Pass subscriptions are expected to surpass [--] million within five years fueled by the growth of mobile and cloud gaming. [--]. AI-related revenues from offerings like Copilot Azure AI and OpenAI licensing could contribute up to $100 billion" [X Link](https://x.com/anyuser/status/1875536431004668404) 2025-01-04T13:35Z 72.5K followers, 296.5K engagements "Such nice opportunities right now. $MELI $1700 $AMZN $220 $GOOG $190 $AMD $120 $ASML $700 $GRAB $5 $INTU $610 $TMDX $70 $HIMS $25 Long-term growth" [X Link](https://x.com/anyuser/status/1877171491764121763) 2025-01-09T01:52Z 72.5K followers, 129K engagements "14 companies you should buy and hold for long-term growth; if you don't own them yet you should keep them on your watchlist. Valhalla Portfolio: $ASML: A key player in the semiconductor industry ASML specializes in photolithography systems used in manufacturing computer chips. With the tech industry's growth ASML's technology is crucial making it an important investment in the tech supply chain" [X Link](https://x.com/BourbonCap/status/1877687943164579953) 2025-01-10T12:04Z 72.6K followers, 151.1K engagements "There is always money to be made We like $LVMH below $600; today it's back to $730. We like $ASML below $700; today it's back to $750. We like $HIMS below $25; today it's back to $30. We like $NVO below $80; today it's back to $90. $BABA below $90 is still great. $AMZN below $220 is a gift. $NVDA close to $130 looks nice $TMO below $520 is a gift. $GOOG below $200 is great. $CNI below $120 is great. $INTU below $600 looks nice. $TMDX below $90 is great. $NU below $12 is wonderful. $GRAB below $5 is wonderful. $UNH below $500 is great. $AAPL below $220 looks nice. $UBER close to $60 its a gift" [X Link](https://x.com/BourbonCap/status/1882793798453100716) 2025-01-24T14:13Z 72.6K followers, 135.4K engagements "Peter Lynch one of the greatest growth investors of all time once said: "If you're in the right stock it's better to hold on for the long term." He used this metric to select his stocks. - PE [--] - Forward PE [--] - EPS Growth 15% - Profit margin 15% - ROIC 15% - Debt / FCF [--] Here are some companies that match or close to match those criteria:" [X Link](https://x.com/BourbonCap/status/1887134652214726732) 2025-02-05T13:42Z 72.6K followers, 233.1K engagements "David Tepper added more $BABA $ASML $NVDA $AMD and $VST" [X Link](https://x.com/BourbonCap/status/1888993984619462825) 2025-02-10T16:50Z 72.6K followers, 341.9K engagements "$MELI is a $7000 per share stock but the market doesn't know this yet. $GRAB is a $10 per share stock but the market doesn't know this yet. $ASML is a $2000 per share stock but the market knows this but they don't want to buy it yet. $HIMS is a +$100 per share stock; the short position knows this but the market doesn't want to acknowledge this. $GOOG is a $300 per share stock but the market doesn't want to buy it. $AMZN is a $350 per share stock the market know this but they don't want to buy it yet $AMD is a $300 per share stock but the market is too busy making fun of the stock. $NVO is a" [X Link](https://x.com/BourbonCap/status/1889343574690426964) 2025-02-11T15:59Z 72.6K followers, 241.7K engagements "Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM Sold 100% of $BABA" [X Link](https://x.com/BourbonCap/status/1890448064168538591) 2025-02-14T17:08Z 72.6K followers, 180.6K engagements "David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors and it's the best proof that money can be made anywhere in the world. Let me tell you about it 🧵" [X Link](https://x.com/BourbonCap/status/1898363871695454299) 2025-03-08T13:23Z 72.6K followers, 345.3K engagements "Here are [--] wonderful companies with more cash than liabilities youll want to keep on your watchlist. [--]. Duolingo Inc. $DUOL This massive company is developing a subscription-based revenue model and has been exploding in recent years boasting over [---] million subscribers so far. https://twitter.com/i/web/status/1898414930006814931 https://twitter.com/i/web/status/1898414930006814931" [X Link](https://x.com/BourbonCap/status/1898414930006814931) 2025-03-08T16:46Z 72.5K followers, 154.8K engagements "The market is in panic mode right now but we have a lot of suspicious insider buying activity this week. 1) Congressman Josh Gottheimer bought up to $27M of Microsoft $MSFT call options He added more $BABA as well" [X Link](https://x.com/anyuser/status/1898782687260741911) 2025-03-09T17:07Z 72.5K followers, 329.4K engagements "$NU Nu Holdings is back to its IPO price. Revenue went from $1.7 billion in [----] to $12 billion in [----]. Number of customers went from [--] million to [---] million. Credit card revenue went from $358 million to $3.8 billion. Fees and commission revenue went from $600 million to $1.9 billion. Fascinating behavior Mr market Data from @stock_unlock" [X Link](https://x.com/anyuser/status/1899288437166838202) 2025-03-11T02:37Z 72.5K followers, 121.3K engagements "Stanley Druckenmiller is a name every investor should know. He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Lets dive into his stock-buying criteria recent performance and tips" [X Link](https://x.com/anyuser/status/1903431796051574815) 2025-03-22T13:01Z 72.5K followers, 616.5K engagements "Novo Nordisk A/S $NVO is currently trading at its lowest price-to-sales ratio since March [----]. This is the biggest company in Europe and they hold a significant portion of the obesity care and diabetes market. What a wonderful time to be alive" [X Link](https://x.com/BourbonCap/status/1905265866477838495) 2025-03-27T14:29Z 72.6K followers, 327.8K engagements "Google $GOOG its currently trading at [----] prices - Cloud Revenue went from $17 billion in [----] to $43 billion in [----]. - Google Subscriptions revenue went from $27 billion to $40 billion. - YouTube Revenue went from $27 billion to $36 billion. - MrBeasts channel one of their most important assets went from [--] million subscribers to [---] million. Fascinating behavior Mr. Market Data from @stock_unlock" [X Link](https://x.com/BourbonCap/status/1906336483734118749) 2025-03-30T13:23Z 72.6K followers, 196.1K engagements "Stanley Druckenmiller: 'I'm not sure if I'v ever made money shorting.' He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Long term: 30% CARG Short positions: 0% (He doesn't know) Don't short the market and never bet against America" [X Link](https://x.com/BourbonCap/status/1906381172218737091) 2025-03-30T16:21Z 72.6K followers, 571.1K engagements "Quality stocks near their 52-week low. $GOOG $147 $ADBE $349 $SPGI $451 $AAPL $188 $INTU $561 $CDNS $232 $SNPS $388 $MRVL $49.43 $NVDA $94 $AMD $85 $MSFT $359 $AMZN $171 $AVGO $146 $TSM $146 $ASML $605 $ORCL $128 $ARM $87 $NOW $721 $ANET $64" [X Link](https://x.com/BourbonCap/status/1908876418441765371) 2025-04-06T13:36Z 72.6K followers, 86.8K engagements "Warren Buffett: There are levels of trade deficit that bother me "when you are in effect buying more from other countries than they're buying from you you are handing them investment funds" "we don't want it to be a question of where we import 20% of our GDP and we export nothing. Now we could all quit working and we could handle little pieces of paper to the rest of the world. They could keep sending us food they could send us autos they could send us all kinds of things. But eventually they have claims on all our wealth" Trust the process: short-term pain for long-term gain" [X Link](https://x.com/BourbonCap/status/1910825742939688979) 2025-04-11T22:42Z 72.6K followers, 1.6M engagements "BlackRock CEO Larry Fink: "this is an opportunity to look for opportunities" "This is not a pandemic. This is not a financial crisis. Is something that we have created. United States post-World War II was a global stabilizer. We are the global destabilizer." "That's a very hard thing to say because I pride ourselves of bringing the leadership bringing the conversations. But I will say the power of US capitalism is still alive. They still want to engage they still want to build. So long term I'm less worried about some of these issues but in the short run I'm petrified"" [X Link](https://x.com/anyuser/status/1911475108243202316) 2025-04-13T17:42Z 72.5K followers, 189.1K engagements "Politicians are buying $AMD Jefferson Shreve added [--] days ago Marjorie Greene added [--] days ago Tony Wied added [--] days ago" [X Link](https://x.com/BourbonCap/status/1912839727977316556) 2025-04-17T12:05Z 72.5K followers, 131.6K engagements "Quality stocks trading near [--] week low $ASML $646 $MCO $420 $EFX $221 $GOOG $153 $ODFL $153 $LVMH $480 $NVR $7111 $HD $356 $AMZN $173 $TSM $153 $NVDA $102 $ANET $71 $UNH $448 $ADBE $353 $MSFT $371 $ACN $284 $AMAT $112 $AMD $88 $CMG $48 $NOW $778 $MRVL $51 $ZTS $148 $TMO $429 $DHR $186 $NVO $58 $GRAB $4 $ABNB $113 $LULU $250 Growth Stocks: $SOFI $10.96 $NU $11 $HIMS $27 $HOOD $41 $FOUR $76" [X Link](https://x.com/BourbonCap/status/1912959363373056196) 2025-04-17T20:00Z 72.6K followers, 114.3K engagements "40% of Google's $GOOG portfolio is concentrated in healthcare health insurance and biotech. Why are they so obsessed with healthcare" [X Link](https://x.com/BourbonCap/status/1929946361731903733) 2025-06-03T17:00Z 72.5K followers, 151.4K engagements "$GOOG Strong buy $AMZN Strong buy $ASML Strong buy $OSCR Strong buy $NU Strong buy $ADBE Strong buy $NVO Buy $ANET Strong buy $SNPS Buy Some of these companies have a solid wide moat strong ROIC revenue growing at 12% gross margin 40% and FCF growth 12%. The diluted average shares outstanding CAGR from [----] to [----] for ASML Google and Adobe is 0% and they have been conducting massive buybacks. ANET 0.005% $CPRT its getting there $OSCR will go to $18 but who knows when" [X Link](https://x.com/anyuser/status/1930799185219014669) 2025-06-06T01:29Z 72.5K followers, 77.8K engagements "Plenty oportunities: $GOOG strong buy $AMZN strong buy $TSM buy (The CEO confirmed they are busy.) $TMO strong buy $GRAB strong buy (Building an AI lab) $OSCR strong buy (Founder bought at $16) $SOFI strong buy (EVP bought at $16) $ASML Strong buy (Buying back everyday) $NU strong buy $ANET Strong buy $ULTA Hold (CEO bought at $346) $INTU Hold $LULU up to you (CEO bought at $260) $NVO moderate buy $LVMH moderate buy (CEO bought the dip) $MSCI moderate buy (CEO bought the dip) $PYPL moderate buy $NVR moderate buy $AMAT moderate buy (CEO bought the dip) $MRVL Strong buy (CEO bought the dip)" [X Link](https://x.com/BourbonCap/status/1931984613263790521) 2025-06-09T08:00Z 72.6K followers, 236.8K engagements "Some of the most Undervalued Mega caps: $GOOG Strong buy $AMZN Strong buy $CPRT close to fair value $LVMH Strong buy $NVO The biggest company in Europe is trading at a 50% discount. $ADBE Healthy company heavily discounted $LULU Healthy company heavily discounted $PDD 40% of this company its cash $UNH experienced five distinct drawdown episodes of more than 50% since its IPO and it has recovered from all of them: 1987: 82.7% 2008: 74.4% 1998: 57.0% 2025: 60% 1996: 54.0% Small cap: $OSCR trading at cash revenue all time high member all time high and margin are improving" [X Link](https://x.com/BourbonCap/status/1932787973357031645) 2025-06-11T13:12Z 72.6K followers, 139.9K engagements "The guy who owns 28% of $OXY right now" [X Link](https://x.com/BourbonCap/status/1936913574280212611) 2025-06-22T22:25Z 72.6K followers, 119.9K engagements "Selling a tenbagger early is one of the most painful experiences you will ever witness" [X Link](https://x.com/anyuser/status/1938340412403400762) 2025-06-26T20:55Z 72.5K followers, 112.8K engagements "My top [--] Cannibal stocks: 10y share reduction AutoZone $AZO -47.5% O'Reilly Automotive $ORLY -43.65% Lowe's $LOW -40.87% Apple Inc $AAPL -34.6% MSCI $MSCI -32% Northrop Grumman $NOC -29% JPMorgan Chase & Co $JPM -25.6% NVR Inc. $NVR -25% Canadian National Railway $CNI -22.6% Visa $V -20% Bonus: Novo Nordisk $NVO -14.7% ASML Holding $ASML -10% AutoZone: https://twitter.com/i/web/status/1947266231070826827 https://twitter.com/i/web/status/1947266231070826827" [X Link](https://x.com/BourbonCap/status/1947266231070826827) 2025-07-21T12:03Z 72.5K followers, 33.6K engagements "If we have a market correction in the next two months here is my humble list: 1) $FICO 90% of US lenders use FICO 2) $ASML Controls 100% of the EUV market 3) $INTU The largest tax software in the world 4) $UNH Largest health care in the world 5) $NVO Controls a significant part of the diabetes market 6) $GOOG YouTube is the largest university in the world and Gemini is set to be a leader 7) $TSM The largest chip maker in the world 9) $MELI Largest e-commerce in Latin America 10) $NU its gonna one of the largest banks in the world 11) $FOUR The World Cup is next year a lot of restaurants" [X Link](https://x.com/BourbonCap/status/1962677446622232916) 2025-09-02T00:42Z 72.6K followers, 118.1K engagements "8 Stocks to Hold for the Next Decade🧵 [--]. $GOOG - Alphabet Google controls over 90% of the global search market cementing its dominance. A leader in quantum computing and one of the fastest-growing cloud providers. Gemini models now serve 9M+ developers setting benchmarks across languages and logic. The Gemini App has 450M MAUs with daily requests up 50% QoQ. Owns YouTube where Shorts average 200B daily views monetizing on par with long-form in many regions. Waymo has driven 100M autonomous miles and is expanding into new cities and countries. Despite heavy R&D investment Alphabet is" [X Link](https://x.com/BourbonCap/status/1965042224053522819) 2025-09-08T13:19Z 72.6K followers, 140.9K engagements "Google $GOOG has partnered with the following companies for agent payments: Adobe $ADBE Salesforce $CRM Intuit $INTU DLocal $DLO Mastercard $MA Alibaba $BABA ServiceNow $NOW Disruption Portfolio is making big moves" [X Link](https://x.com/anyuser/status/1968447515755184169) 2025-09-17T22:50Z 72.5K followers, 50.3K engagements "$ASML is finally showing signs of recovery. The sleeping giant is up 34% YTD" [X Link](https://x.com/BourbonCap/status/1969153506910122489) 2025-09-19T21:35Z 72.5K followers, 57.2K engagements "Paymentus Holdings Inc. $PAY - Fintech - Payment Transaction Processing Revenue has been growing 32% per year since [----] - Revenue and EPS are expecting to grow +20%" [X Link](https://x.com/BourbonCap/status/1970116036822495577) 2025-09-22T13:20Z 72.5K followers, [----] 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 https://twitter.com/i/web/status/1970895952023031869 https://twitter.com/i/web/status/1970895952023031869" [X Link](https://x.com/BourbonCap/status/1970895952023031869) 2025-09-24T16:59Z 72.5K followers, 23.6K engagements "FactSet Research $FDS CEO added shares; it's the first insider purchase since [----] Wild" [X Link](https://x.com/BourbonCap/status/1971314856927338937) 2025-09-25T20:44Z 72.5K followers, [----] 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 40% increase in US electricity demand over the next [--] years. The first two categories depend entirely on the third making electricity demand a critical driver for the future https://twitter.com/i/web/status/1972636184414208089 https://twitter.com/i/web/status/1972636184414208089" [X Link](https://x.com/BourbonCap/status/1972636184414208089) 2025-09-29T12:14Z 72.6K followers, 304.5K 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 12% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT https://twitter.com/i/web/status/1973117411436957869 https://twitter.com/i/web/status/1973117411436957869" [X Link](https://x.com/BourbonCap/status/1973117411436957869) 2025-09-30T20:07Z 72.6K followers, 68.5K 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 [---] 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) 2025-10-01T12:41Z 72.5K followers, 11.4K engagements "5. Lyft Inc. $LYFT Lyft remains the clear #2 player in U.S. ridesharing holding an estimated 25% 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 [--] states it now covers more than 62% of Medicaid beneficiaries creating a durable moat in a regulated high-barrier sector where scale and compliance matter. In a [---] million" [X Link](https://x.com/BourbonCap/status/1973367638534369479) 2025-10-01T12:41Z 72.5K followers, 10.2K 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 99% of the population with over 90% of urban orders delivered within [--] 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 [--] million supported by more" [X Link](https://x.com/anyuser/status/1975552076336828715) 2025-10-07T13:21Z 72.5K followers, 142.3K engagements "Whats your highest conviction stock under $5 billion market cap" [X Link](https://x.com/BourbonCap/status/1978151253893906775) 2025-10-14T17:29Z 72.5K followers, 221.7K engagements "Growth stocks having a correction: MercadoLibre $MELI Sea $SE Grab Holdings $GRAB Fair Isaac $FICO TransMedics $TMDX Duolingo $DUOL ServiceNow $NOW Sezzle $SEZL Root $ROOT Eli Lilly $LLY UiPath $PATH Zeta Global $ZETA Paymentus Holdings $PAY monday $MNDY WeRide $WRD Rubrik $RBRK Shift4 Payments $FOUR https://twitter.com/i/web/status/1979183369133932765 https://twitter.com/i/web/status/1979183369133932765" [X Link](https://x.com/BourbonCap/status/1979183369133932765) 2025-10-17T13:51Z 72.5K followers, 67.7K engagements "$AMZN and $GOOG are taking 68% of the new AI startup" [X Link](https://x.com/BourbonCap/status/1980610009579786430) 2025-10-21T12:19Z 72.6K followers, 103.2K engagements "Dev Kantesaria (Valley Forge Capital) isnt having a great year but its a good time to take a look at some of his powerful compounding machines. S&P Global $SPGI -3.67% YTD Fair Isaac Corporation $FICO -20.94% YTD Mastercard $MA +8.51% YTD Moody's Corporation $MCO -0.35% YTD Visa $V +9.28% YTD Intuit $INTU +6.73% YTD ASML $ASML +46.85% YTD Equifax $EFX -9.59% YTD MSCI $MSCI -10.40% YTD https://twitter.com/i/web/status/1981334551319183829 https://twitter.com/i/web/status/1981334551319183829" [X Link](https://x.com/BourbonCap/status/1981334551319183829) 2025-10-23T12:19Z 72.5K followers, 29.1K engagements "Sergey Brin said a year ago that he is working at $GOOG every day because he has never seen anything as exciting as the recent progress in AI and he doesn't want to miss out Founder motivation usually leads to incredible results" [X Link](https://x.com/anyuser/status/1981404523680973051) 2025-10-23T16:57Z 72.5K followers, 91.1K engagements "Fair Isaac Corporation $FICO - Operating income has surpassed operating expenses - The company expects to generate $1 billion in free cash flow over the next few years - Revenue and EPS are growing by more than 20% - FICO Scores are used in over 90% of U.S. lending decisions - No signs of disruption - Strong pricing power Arguably one of the best businesses ever created. Long $FICO https://twitter.com/i/web/status/1981753113015882090 https://twitter.com/i/web/status/1981753113015882090" [X Link](https://x.com/BourbonCap/status/1981753113015882090) 2025-10-24T16:02Z 72.5K followers, 19.2K engagements "$NVTS NTM free-cash-flow yield stands at -1.33% a major improvement from its five-year average of -6% and a recent trough of -16%. Although still negative this trajectory suggests the company is approaching cash-flow neutrality after several years of investment-heavy scaling. For a small cap operating in a structurally expanding market this improvement is encouraging it reflects lower capex intensity and better inventory management. If Navitas sustains gross-margin expansion above 45% it could reach positive free-cash-flow territory by mid-2026" [X Link](https://x.com/BourbonCap/status/1982798886151262337) 2025-10-27T13:17Z 72.5K followers, [----] engagements "7 undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y Revenue Growth: 11.4% ROIC: 27% Debt/Equity: 0.76x 1-year performance: -39.7% UnitedHealth serves over [--] million individuals leveraging its unmatched scale data infrastructure and pricing power to deliver efficient healthcare solutions across the U.S. Its diversified revenue streams insurance premiums Optum Health Optum" [X Link](https://x.com/anyuser/status/1984630748863688929) 2025-11-01T14:36Z 72.5K followers, 701.3K engagements "This is by far one of the best interviews from Bruce Flatt Brookfields CEO. During the interview the reporter asked him if we are in a bubble and he immediately broke character saying we are not. He explained that the majority of these companies have better credit ratings than most countries plenty of cash and are making long-term investments. Its not a job for everyone and its not easy to do. Bruce also said were going to need all the power we can get and energy consumption is expected to double over the next [--] years Bruce rarely shows emotion but this time he decided to break character" [X Link](https://x.com/BourbonCap/status/1986122258742419530) 2025-11-05T17:23Z 72.6K followers, 330.2K engagements "Fair Isaac $FICO is such a magnificent business Revenue is up 16% YoY Return on Capital 70.41% (All time high) EPS is up 30% YoY Operating Cash flow is up 24% YoY Patiently waiting to buy more" [X Link](https://x.com/BourbonCap/status/1986472811343274113) 2025-11-06T16:36Z 72.5K followers, 12.2K engagements "'I cant think of a CEO a management consultant an academic a member of government you name it that I would select over Greg to handle your savings and mine' Such powerful words from Warren Buffett Especially when Greg Abel is going to be in charge of $400 billion in cash in less than [--] weeks" [X Link](https://x.com/BourbonCap/status/1988007413329391717) 2025-11-10T22:14Z 72.5K followers, 14.1K engagements "$AMD's expansion over the next [--] to [--] years is wild: 80% Data Center 50% Server Revenue 40% Client Revenue 70% Adaptive Revenue Semiconductor industry will remain busy" [X Link](https://x.com/anyuser/status/1988323401354932643) 2025-11-11T19:10Z 72.5K followers, 55.4K engagements "A lot of companies with the highest gross profit are having a weak year. Intercontinental Exchange $ICE +2.05% YTD Mastercard $MA +3.64% YTD Visa $V +3.64% YTD Adobe $ADBE -26% YTD Booking Holdings $BKNG +1.60% YTD Meta Platforms $META +4.09% YTD MSCI $MSCI -5.8% YTD Fair Isaac $FICO -12.53% YTD Airbnb $ABNB -7.15% YTD Synopsys $SNPS -19.68% YTD Fortinet $FTNT -12.88% YTD ServiceNow $NOW -19.78% YTD S&P Global $SPGI -0.83% YTD Verisk Analytics $VRSK -21.64% YTD Axon Enterprise $AXON -6.72% YTD Amazon $AMZN +6.97% YTD Some of these companies have strong buyback programs and most of them are" [X Link](https://x.com/BourbonCap/status/1990405032445915604) 2025-11-17T13:01Z 72.5K followers, 56.4K engagements "$CPRT Total cash vs Total Liabilities The company has been accumulating cash since June [----]. when most companies turned ultra conservative. - No buybacks since [----] - operating cash flow all time high - Zero debt - Operating income [--] operating expenses - Outstanding management $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV" [X Link](https://x.com/BourbonCap/status/1991933911216296400) 2025-11-21T18:17Z 72.5K followers, 32.3K engagements "$GOOG and $AAPL are the only tech stocks near all time highs during this sell off % Decline From Record High: $GOOG all time high Apple $AAPL -1% Cisco Systems $CSCO -3% Taiwan Semiconductor $TSM -8% Intuitive Surgical $ISRG -8% Broadcom $AVGO -12% KLA Corporation $KLAC -11% Applied Materials $AMAT -12% Microsoft $MSFT -13% Amazon $AMZN -13% Lam Research $LRCX -14% Nvidia $NVDA -14% Uber $UBER -16% ASML $ASML -17% Shopify $SHOP -17% Palo Alto Networks $PANW -17% Micron Technology $MU -18% Booking Holdings $BKNG -18% Intuit $INTU -18% Tesla $TSLA -19% Cadence Design $CDNS -20% Netflix $NFLX" [X Link](https://x.com/BourbonCap/status/1992763140132487376) 2025-11-24T01:12Z 72.5K followers, 62.5K engagements "$V Visa or $MA Mastercard Visa: - Rev growing 12% - EPS growing 12% - Gross margins: 98% - FCF Margins 50% - Operating income Operating expenses - 10yr Share Reduction: 21% $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free Cash Flow Margin 50% - Operating income Operating expenses - Strong buybacks: 20% share reduction in the lest 10y https://t.co/GlFP01y6cf $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free" [X Link](https://x.com/BourbonCap/status/1993745053802746236) 2025-11-26T18:13Z 72.6K followers, 97.8K engagements "Booking Holdings $BKNG 10y share reducion: -36% To give you an idea: O'Reilly -43% (10y share reduction) FICO -24% Paypal -23% Visa -21% Mastercard -20% This company is the definition of a cannibal stock. High quality stocks are now underperforming the broader S&P [---] by margins last seen during the late-1990s bubble A lot of great businesses are being ignored by most investors Mastercard Incorporated $MA +0.25% YTD Visa $V +2.45% YTD MSCI $MSCI -6.65% YTD S&P Global $SPGI https://t.co/SoIRZJcvvN High quality stocks are now underperforming the broader S&P [---] by margins last seen during the" [X Link](https://x.com/BourbonCap/status/1994383379463319782) 2025-11-28T12:30Z 72.5K followers, 47.1K engagements "Which stocks in the $115B market cap range are you buying" [X Link](https://x.com/BourbonCap/status/1995949886899192251) 2025-12-02T20:15Z 72.5K followers, 29.7K engagements "Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] Marvell Technology $MRVL insiders bought few months before the rally. $ASML [---] https://t.co/Y7GJeMwFEh Marvell Technology $MRVL insiders bought few months before the rally. $ASML [---] https://t.co/Y7GJeMwFEh" [X Link](https://x.com/BourbonCap/status/1995992274568651227) 2025-12-02T23:03Z 72.5K followers, 36.1K engagements "They are all multibaggers: Shift4 Payments $FOUR DLocal $DLO TransMedics $TMDX Hims & Hers Health $HIMS Grab Holdings $GRAB UiPath $PATH Webull $BULL Zeta Global $ZETA" [X Link](https://x.com/BourbonCap/status/1996687081360314451) 2025-12-04T21:04Z 72.5K followers, 44.6K engagements "7. Applied Materials $AMAT - More than [---] semiconductors fabs are under construction right now and more than [--] will be built over the next [--] years they gonna need $AMAT equipment - The semiconductor industry is going to remain busy - After Liberation day CEO bought over $6 million worth of shares at $137 per share his first purchase since [----] https://twitter.com/i/web/status/1999108298285494673 https://twitter.com/i/web/status/1999108298285494673" [X Link](https://x.com/BourbonCap/status/1999108298285494673) 2025-12-11T13:25Z 72.5K followers, [----] engagements "8. Fair Isaac Corporation $FICO - Over 90% of top U.S. lenders use FICO Scores - Rev and EPS growing 12% - Strong buybacks - Scores generate a lot cash flow - Housing market steady since Jun [----]. Eventually folks are gonna apply for mortgages" [X Link](https://x.com/BourbonCap/status/1999108300999131352) 2025-12-11T13:25Z 72.5K followers, [----] engagements "6 Undervalued companies [--]. $GRAB - Grab Holdings Limited Grab holds a powerful moat in Southeast Asia through its super-app dominance across ride-hailing food delivery and fintech. User engagement continues to strengthen across all services with [--] million MTUs (+6M YoY) daily transactions up 27% YoY and GMV per MTU up 7% YoY reflecting both higher usage frequency and larger average transaction values. Indonesia remains Grabs fastest-growing and most profitable market supported by strong execution across both budget and premium tiers: - GrabBike Saver continues to capture price-sensitive" [X Link](https://x.com/BourbonCap/status/2002371039217496100) 2025-12-20T13:30Z 72.5K followers, 241.2K engagements "3. $CSU - Constellation Software 1y stock performance: -26.4% Constellation Software can be considered defensive through fragmentation and indispensability a decentralized mission-critical software empire that compounds through economic cycles. CSU is the global reference model for Vertical Market Software (VMS) investing. While it may not generate the highest aggregate software revenue it is unmatched in execution owning 1000+ VMS businesses worldwide. Its most important competitive advantage is not a product but its operating philosophy. Unlike most companies that centralize capital" [X Link](https://x.com/BourbonCap/status/2004908976199135271) 2025-12-27T13:35Z 72.5K followers, [----] engagements "4. $CPRT - Copart 1y stock performance: -33.9% Copart is not a classic defensive stock but it is a defensive compounder. The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control over 80% of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transportation fleet and logistics network providing superior speed reliability and cost control. Liquidity continues to strengthen: - All-time highs in" [X Link](https://x.com/BourbonCap/status/2004908980355682419) 2025-12-27T13:35Z 72.5K followers, 12.5K engagements "What is your one stock pick for 2026" [X Link](https://x.com/BourbonCap/status/2005755665197981807) 2025-12-29T21:39Z 72.5K followers, 58.9K engagements "Top Most-Mentioned Stock Picks for 2026: list for data from multiple sources and thousands of comments Amazon $AMZN Rocket Lab $RKLB AST SpaceMobile $ASTS Nebius Group $NBIS Alphabet $GOOGL Reddit $RDDT Micron Technology $MU Sofi $SOFI POET Technologies $POET Advanced Micro Devices $AMD Broadcom $AVGO Nvidia $NVDA Ondas Holdings $ONDS Intuitive Machines $LUNR Meta Platforms $META Novo Nordisk $NVO Taiwan Semiconductor $TSM UiPath $PATH Netflix $NFLX Constellation Energy $CEG Vistra $VST IREN Limited $IREN Brookfield $BN Mercadolibre $MELI Zeta Global $ZETA Uber $UBER Adobe $ADBE Copart $CPRT" [X Link](https://x.com/BourbonCap/status/2006739504506261722) 2026-01-01T14:49Z 72.5K followers, 54.1K engagements "Semiconductor equipment just hit an all-time high. Lam Research $LRCX $190 +2.78% Pre market ASML Holding $ASML $1198 +2.96% Pre market KLA Corporation $KLAC $1305 +2.40% Pre market Applied Materials $AMAT $274 +2.27% Pre market Chip Design: NVIDIA Corporation $NVDA $191 +1.51% 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 https://t.co/XvNszQw7mo Semiconductor Supply" [X Link](https://x.com/BourbonCap/status/2008166716740649231) 2026-01-05T13:20Z 72.6K followers, 36.6K engagements "Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday $MNDY DLocal $DLO https://twitter.com/i/web/status/2008285132659331345 https://twitter.com/i/web/status/2008285132659331345" [X Link](https://x.com/BourbonCap/status/2008285132659331345) 2026-01-05T21:11Z 72.5K followers, 33.7K engagements "$AMD CEO Dr. Lisa Su projects that more than [--] billion people will use AI daily within the next five years. This is wild" [X Link](https://x.com/BourbonCap/status/2008369913216299187) 2026-01-06T02:47Z 72.6K followers, 29.3K engagements "Arista Networks $ANET retained earnings and operating cash flow growing quarter after quarter zero debt and revenue and EPS are expected to grow 20% over the next three years. Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon" [X Link](https://x.com/BourbonCap/status/2008533022665306480) 2026-01-06T13:36Z 72.5K followers, 12.5K engagements "Whats your highest conviction stock under $20 per share" [X Link](https://x.com/BourbonCap/status/2009008513314636113) 2026-01-07T21:05Z 72.6K followers, 33.6K engagements "2. $ODD - Oddity Tech Oddity is built as an AI-native consumer platform with machine learning and automation embedded across the entire value chain. Unlike peers that apply AI selectively Oddity integrates data science directly into core operational workflows allowing efficiency and performance to improve as the business scales. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This loop shortens innovation cycles improves product-market fit and reduces the risk of failed launches. METHODIQ (Brand 3) launched on" [X Link](https://x.com/BourbonCap/status/2009981080602816629) 2026-01-10T13:30Z 72.6K followers, 14.8K engagements "Which stock under $10 billion market cap do you think is undervalued right now" [X Link](https://x.com/BourbonCap/status/2010801193719935217) 2026-01-12T19:48Z 72.5K followers, 48K engagements "6. $PATH - UiPath UiPath is a leader in robotic process automation (RPA) helping enterprises automate repetitive tasks using software bots to reduce costs and improve operational quality. RPA combined with AI enables smarter automation and delivers higher value to customers. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. The company has supported nearly [--] million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. As adoption grows UiPaths automation marketplace" [X Link](https://x.com/BourbonCap/status/2012521142838276582) 2026-01-17T13:43Z 72.6K followers, 23.1K engagements "7. $CEG - Constellation Energy Corporation Constellation operates one of the largest nuclear power fleets in the U.S. generating substantial amounts of carbon-free electricity. Data centers require 24/7 reliable power with minimal interruptions making nuclear energy an ideal solution for powering energy-intensive computing facilities. Constellation has signed multi-decade power agreements to supply carbon-free electricity to major tech companies data centers. Its 20-year agreement with Meta along with long-term AI-infrastructure contracts provides predictable revenue and long-duration demand" [X Link](https://x.com/BourbonCap/status/2012521146940362972) 2026-01-17T13:43Z 72.6K followers, 23.1K engagements "8. $ODD - Oddity Tech Oddity is a technology-driven holding company with exposure to high-growth digital platforms and software-enabled consumer brands. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. ODDITY LABS is transitioning from pure R&D into commercialization with at least eight proprietary products planned for [----] including four tied to METHODIQ. METHODIQ (Brand 3) is positioned as a telehealth-first" [X Link](https://x.com/BourbonCap/status/2012521151184974213) 2026-01-17T13:43Z 72.5K followers, 21.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BourbonCap Bourbon Capital
Several major tech companies have reported significant growth and advancements, including Alphabet ($GOOG) with its first-ever $100 billion quarter, Amazon ($AMZN) with a strong quarter driven by AI and its cloud business, and Microsoft ($MSFT) with a large investment in OpenAI. Additionally, companies like MercadoLibre ($MELI) and Navitas ($NVTS) are making strides in their respective industries with innovative technologies and expansions. Meanwhile, industry leaders such as Nvidia ($NVDA) and ASML ($ASML) continue to push the boundaries in AI and semiconductor technology.
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Social Influence
Social category influence stocks #988 finance #2536 technology brands 45.7% cryptocurrencies 11% countries 10.31% social networks 4.12% financial services #1617 fashion brands 2.41% automotive brands 0.69% celebrities 0.69%
Social topic influence $amzn #21, $goog #5, stocks #201, ceo #2765, $asml #28, asml #62, strong #2770, $grab #5, ai 8.59%, more than 8.59%
Top accounts mentioned or mentioned by @financejack44 @stockstormx @william_r2rclub @swingtraderphix @thetikr @rodrigoticoulat @stockunlock @ogheneroinana @valuation_shop @grok @maayukk @briansoteli @jimmyinvest @tonitrades_ @greenpipstrade @smsutherland @cariloncapital @crunk1087 @houmanasefi @bramvgenechten
Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Grab Holdings Limited Class A Ordinary Shares (GRAB) NVIDIA Corp. (NVDA) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Advanced Micro Devices (AMD) Mastercard, Inc. (MA) Msci Inc (MSCI) Adobe, Inc. (ADBE) NuCypher (NU) Taiwan Semiconductor (TSM) DLocal Limited (DLO) MercadoLibre Inc (MELI) Intuit Inc. (INTU) 4 (FOUR) Synopsys, Inc. (SNPS) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) Shift4 Payments, Inc. (FOUR) Hims & Hers Health, Inc. (HIMS) Applied Materials, Inc. (AMAT) UnitedHealth Group (UNH) UiPath, Inc. (PATH) Now Coin (NOW) Cadence Design Systems Inc (CDNS) Lam Research Corporation (LRCX) RAI Finance (SOFI) Copart, Inc. (CPRT) Arista Networks Inc (ANET) Metadium (META) Axon Enterprise, Inc. (AXON) Micron Technology, Inc. (MU) KLA Corp (KLAC) Uber Technologies, Inc. (UBER) ServiceNow Inc (NOW) Broadcom, Inc. (AVGO) TransMedics Group, Inc. Common Stock (TMDX) Alibaba Group (BABA) ODDITY Tech Ltd (ODD) Marvell Technology Inc (MRVL) Moody's Corporation (MCO) Thermo Fisher Scientific Inc. (TMO) Robinhood Markets, Inc. (HOOD) Duolingo, Inc. (DUOL) ZetaChain (ZETA) Lululemon Athletica Inc (LULU) Bull Market (BULL) Intuitive Surgical, Inc. (ISRG) Canadian National Railway (CNI)
Top Social Posts
Top posts by engagements in the last [--] hours
"$INTR Inter & Co just received approval from the Fed to operate in Florida.that was quick. I cant wait to see $NU expand into the U.S. They already have workers and customers and many people have downloaded and are using the app there. Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK"
X Link 2026-01-19T16:23Z 72.6K followers, 10.9K engagements
"Amazon $AMZN is one of Royal Bank of Canadas top stock picks for [----] Interesting theyve included $ABNB. We dont see many people talking about this tech giant And they also included Nancy Pelosis stock $PANW"
X Link 2026-01-19T12:58Z 72.6K followers, 33.7K engagements
"4. $ODD - Oddity Tech Oddity operates a closed-loop feedback system linking consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data rapid product testing and reduced dependence on third-party retailers. Odditys capital-light model with no reliance on physical retail delivers structural margin advantages over traditional beauty companies. AI-driven personalization algorithms match customers"
X Link 2026-02-08T13:27Z 72.6K followers, 23.3K engagements
"Stocks to Buy and Hold for the Next Decade [--]. $AMZN - Amazon Amazons global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery low unit costs and unmatched scale. AWS remains the backbone of global cloud infrastructure now operating at a $142 billion annual revenue run rate. It offers the broadest functionality security and ecosystem in the market powering the majority of enterprise and government cloud transitions. More than 90% of the top [----] customers use Graviton which delivers"
X Link 2026-02-08T13:27Z 72.6K followers, 271.7K engagements
"$MU CEO: AI is here in the very early days.memory and storage have become strategic assets for AI The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and SK Hynix Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and"
X Link 2026-02-09T20:53Z 72.6K followers, 36.7K engagements
"$SPGI 4Q 2025"
X Link 2026-02-10T12:46Z 72.6K followers, [----] engagements
"$AMZN disclosed a 5.3% stake in electric aerospace company Beta Technologie $BETA Amazon top 13F Q4 2025: Rivian Automotive $RIVN BETA Technologies $BETA Astera Labs $ALAB Marvell Technology $MRVL $AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA https://t.co/arXjsZAKid $AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA https://t.co/arXjsZAKid"
X Link 2026-02-11T12:22Z 72.6K followers, 67.7K engagements
"Tomorrow whatever happens Im going to be happy to buy your $AMZN shares"
X Link 2026-02-04T20:43Z 72.6K followers, 18.2K engagements
"6. $DLO - DLocal DLocals proprietary One dLocal platform enables merchants to manage both payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. Built on a cloud-native asset-light infrastructure DLocal minimizes fixed costs and scales efficiently avoiding the heavy overhead typical of traditional banking or competitors. The company is positioned to lead cross-border payments in emerging markets particularly across Latin America Africa and Asia where global merchants face fragmented and complex payment ecosystems. DLocal integrates fraud"
X Link 2026-02-08T13:27Z 72.6K followers, 25.8K engagements
"$SPGI S&P Global has entered in its own bear market FCF yield is likely to be close to 5% by noon what wonderful times we are living indiscriminate sell offs and high FCF yields. Are you buying anything from Dev $MSCI purchased $2.4B billion at $559 in [----] and the CEO has been very active buying at the same price. $MA The stock is down because of the 10% credit card bs but Revenue and EPS still growing 15%+ plus they gonna purchased over $14B in https://t.co/JvGkohzD76 Are you buying anything from Dev $MSCI purchased $2.4B billion at $559 in [----] and the CEO has been very active buying at"
X Link 2026-02-10T12:46Z 72.6K followers, 19.7K engagements
"Theyre all crashing right now. absolutely beautiful S&P Global Inc. $SPGI Moody's Corporation $MCO MSCI Inc. $MSCI [----] Vibes"
X Link 2026-02-10T13:30Z 72.6K followers, 54.2K engagements
"$SPGI For the full-year [----] the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases. Every two or three years this company crashes. then you get your chance Its up to you"
X Link 2026-02-10T14:14Z 72.6K followers, 13.4K engagements
"Are we in a bubble Demis Hassabis CEO of $GOOG DeepMind: There arent enough compute chips to satisfy demand The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market: Samsung and SK Hynix Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f The semiconductor ecosystem: The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO Europe dominates lithography: $ASML South Korea dominates the RAM market:"
X Link 2026-02-10T15:25Z 72.6K followers, 33.1K engagements
"We exited [----] with a record fourth quarter delivering our first full year of net profit and crossing [--] million Monthly Transacting Users said Anthony Tan CEO $GRAB It takes a lot of time for any ecommerce to develop a good relationship with customers and encourage them to use multiple services or place multiple orders throughout the year Good job team https://twitter.com/i/web/status/2021738277942788297 https://twitter.com/i/web/status/2021738277942788297"
X Link 2026-02-12T00:09Z 72.6K followers, [----] engagements
"Online sales by Region (2025) Latin America: 12.2% Middle East & Africa: 12.0% Asia-Pacific: 8.9% Europe: 6.3% North America: 5.0% Global: 7.9% Im here watching MercadoLibre $MELI keep growing exponentially while Mr. Market refuses to go up"
X Link 2026-02-12T12:55Z 72.6K followers, 18.5K engagements
"Today's Largest insider sells: $BLK BlackRock Inc $22M $LAZ Lazard $15M $GS Goldman Sachs $10M $IOT Samsara inc $7M $QDEL QuidelOrtho $5.5M $TNGX Tango Therapeutics $5.3M $LMAT Lemaitre $5M $CDW CDW corp $4.4M $GOOG Google $4.1M $MCBS MetroCity Bankshares $3.5M $DELL Dell $3.4M $FDX Fedex Corp $3.2M $OKTA Okta inc $2.9M $TEAM Atlassian Corp $2.8M $CVNA Carvana Co $2.1M The insider you should care about is BlackRock $BLK. If they sell a significant amount of their holdings it could be a sign that they anticipate a market crash BlackRock $BLK insiders have sold $140 million worth of shares so"
X Link 2024-07-18T23:54Z 72.6K followers, [---] engagements
"If you don't want to buy $ASML that's fine but Samsung Electronics one of the largest tech companies in the world has just crashed. - This company is a major player in South Korea and its taxpayers won't let it fail. - It's one of the largest tech companies globally. - $85 billion in cash - 10-year revenue CAGR 20%. - The revenue of Samsung Group companies accounted for about 23% of South Korea's GDP. This one of the cheapest companies out there and i added my first position this week. You should keep Samsung on your watchlist:"
X Link 2024-11-23T19:33Z 71.9K followers, 149.1K engagements
"4 Great companies whose stocks declined +10% in [----] but have strong recovery potential in the near future part [--] [--]. $AMD - Advanced Micro Devices P/E - [-----] FCF - $0.5B Debt - $2.2B Reasons for stock decline: [--]. Concerns regarding the sustainability of growth in the personal computer processor market. [--]. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue. [--]. Nvidia continues to dominate the AI accelerator market with investors showing a strong preference for Nvidia over other chipmakers. Strengths: [--]. EPYC processors are increasingly adopted by major cloud"
X Link 2024-12-28T13:43Z 72.5K followers, 227.5K engagements
"$LVMH is up 9% today and is now the most valuable company in Europe. $ASML is up 5.5% after a wonderful report from $TSM $INTC and Samsung will recover and send the beauty higher. Bernard Arnault added $280 million below $600 for a reason but as always a lot people on Twitter think they're better than Bernard Arnault"
X Link 2025-01-16T16:59Z 72.4K followers, 52K engagements
"Plenty oportunities: $GOOG strong buy $AMZN strong buy $ZTS strong buy $V strong buy $TMO strong buy (Insinder added it) $GRAB strong buy $OSCR strong buy $SOFI strong buy $NU strong buy (hold for a few more days) $MSFT moderate buy $ARM moderate buy $ASML moderate buy $ULTA moderate buy $INTU moderate buy $TTD moderate buy $NVO moderate buy $ODFL moderate buy $LVMH moderate buy $MSCI moderate buy $PYPL moderate buy $XYZ moderate buy $NVR moderate buy $AMAT moderate buy $PFE strong buy (Insiders are buying) $BMY moderate buy (Insiders are buying) Evolution AB $EVO moderate buy (Multiple"
X Link 2025-02-23T17:52Z 72.5K followers, 231.1K engagements
"10. The Descartes Systems Group Inc. $DSGX Software company that helps other companies move stuff better faster and cheaper. - Profit Margin: 75.6% - ROIC: 12.9% - Earnings yield: 1.67% - Expected EPS Growth (3 yr): 21% - Expected Revenue Growth (3 yr): 11% - CAGR since IPO: 22.2% https://twitter.com/i/web/status/1934597446346117571 https://twitter.com/i/web/status/1934597446346117571"
X Link 2025-06-16T13:02Z 72.4K followers, [----] engagements
"My highest fintech conviction stocks to buy and hold for more than [--] 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 11% 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 2025-06-30T14:33Z 72.4K followers, 20.3K engagements
"Texas Pacific Land Corporation $TPL its down 50% from its highs The stock has grown at 35.8% per year delivering over 2000% returns in [--] 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 2025-08-07T15:27Z 72.4K followers, 10.3K engagements
"Growth stocks getting hammered: EPS and Revenue 18% TransMedics Group $TMDX $117 Hims & Hers Health $HIMS $51 Shift4 Payments $FOUR $81 DLocal Limited $DLO $10.97 Duolingo $DUOL $370 The Trade Desk $TTD $54 Grab Holdings $GRAB $4.8 Nu Holdings $NU $12.30"
X Link 2025-08-09T13:56Z 72.4K followers, 11.5K engagements
"Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at 32.4% per year delivering over 1522% returns in [--] years. Let me tell you about it🧵"
X Link 2025-08-25T13:20Z 72.5K followers, 31.9K 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: 10.78% 5Y average Gross Margin: 20.8% 5Y Revenue Growth: 11.32% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about 40% in the past year. David Tepper has made UNH his second-largest position with an average cost of $311 but he started buying when shares were trading above $500. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for [----] with Medicare"
X Link 2025-09-12T13:00Z 72.4K followers, 52.2K engagements
"Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at 27% per year delivering over 991% returns in [--] years"
X Link 2025-09-22T13:20Z 72K followers, [----] 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 2025-09-24T14:26Z 72.4K followers, 43K engagements
"2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted 70% 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 [--] billion monthly users across 200+ countries increasing query volume by 10% in supported categories enhancing engagement and"
X Link 2025-09-26T13:18Z 72.4K followers, 26.9K 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 [---] 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 $4 trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"
X Link 2025-09-26T13:18Z 72.4K followers, 28.3K engagements
"7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $400 billion by [----] 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. [--]. $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 [------] robots across its fulfillment centers including Kiva and Proteus models that handle picking"
X Link 2025-10-13T13:11Z 72.4K followers, 85K engagements
"5 Undervalued Small-Cap Stocks to Buy [--]. $PATH - UiPath UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating robotic process automation (RPA) process mining generative AI and agentic automation within a single low-code/no-code environment. It is one of the few platforms to deliver a complete automation lifecycle under one control plane. Since launching its AI-powered automation suite UiPath has supported nearly [--] million agent runs and over [------] process instances with 450+ customers actively building and deploying AI agents. With 2.5M+ community users"
X Link 2025-10-20T13:10Z 72.4K followers, 108.6K engagements
"2. $DLO - DLocal Limited DLocals proprietary One dLocal platform allows merchants to manage both payments and disbursements through a single API supporting more than [---] local payment methods across 40+ countries. Its blue-chip client base includes Amazon Microsoft Uber Tencent Spotify Didi Booking and Nike. The company is positioned to lead cross-border payments in emerging markets targeting Latin America Africa and Asia regions where global merchants face fragmented payment ecosystems. DLocal integrates fraud management and compliance directly into its platform providing real-time"
X Link 2025-10-20T13:10Z 72.4K followers, 11.6K engagements
"$HIMS short interest is at 36% close to its highest level. The short squeeze hasnt even started yet"
X Link 2025-10-22T18:06Z 72.4K followers, 29.1K engagements
"$ADBE - Adobe PE: 21xFoward PE: 14.8x 5y Revenue Growth: 13.1%Profit margin: 30% ROIC: 27% Debt/FCF: 0.69x 1-year stock performance: -30.5% Adobe holds roughly 42% global market share in creative software powered by its industry-leading Creative Cloud suite. Around 74% of Adobes revenue comes from its Digital Media segment a subscription-based model that ensures recurring revenue customer retention and predictable cash flows. Its AI roadmap is ambitious targeting $5 billion in ARR from generative AI by [----]. The companys AI engine Firefly is expanding into 3D and VR content creation keeping"
X Link 2025-11-01T14:37Z 72.4K followers, 34.8K engagements
"$FOUR - Shift4 Payments PE: 26.7x Foward PE: 11.6x 5y Revenue Growth: 41.2% 5y Cash Growth: 299% Debt/Equity: 1.8x YTD performance: -33.9% Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in industries where competitors face fragmentation. The company holds 15-20% U.S. market share in hotels and restaurants and is expanding into arenas stadiums e-commerce and international markets. Its recent acquisition in Europe added tax-free shopping capabilities extending its footprint across Europe and Asia. Shift4 is expected to sustain free-cash-flow"
X Link 2025-11-01T14:37Z 72.4K followers, 32.8K engagements
"Shift4 Payments $FOUR Gross Revenue up 61% YoY Gaap EPS from [----] Q3 [----] to [----] Q3 [----] No bueno Net income Q3 [----] $53.8 to $33.4 Q3 [----] -38% YoY 'our board has authorized a new $1 billion stock repurchase programwhich is the largest in our history.'"
X Link 2025-11-06T12:31Z 72.4K followers, 10.7K engagements
"TransDigm Group $TDG usually increases buybacks when the stock price is weak. During fiscal [----] TransDigm repurchased approximately [------] shares of its common stock at an average price of $1247 per share for a total amount of approximately $0.5 billion. Subsequent to the quarter-end in October [----] TransDigm repurchased approximately [-----] additional shares at an average price of $1250 per share totaling around $0.1 billion. To give you an idea the largest buyback theyve done in the past [--] years was in [----] totaling over $0.66 billion. Now in fiscal [----] theyve reported a similar figure"
X Link 2025-11-12T13:14Z 72.4K followers, 26.3K engagements
"What stocks are you currently buying after the last two weeks sell off"
X Link 2025-11-20T18:14Z 72.5K followers, 23.6K engagements
"6 Stocks to Buy and Hold for the Next Decade [--]. $GOOG - Alphabet Alphabet remains the dominant force in global digital advertising through Google Search and YouTube with search volume boosted by a 70% adoption surge in Google Lens. YouTube continues expanding into live sports connected TV and subscription services. Advertising revenue rose 15% YoY to $10.3 billion while paid subscriptions surpassed [---] million users (+21% YoY) cementing YouTube as a true dual-revenue engine. Alphabets AI strategy is accelerating rapidly. AI Overviews now reach over [--] billion monthly users across 200+"
X Link 2025-11-22T13:35Z 72.4K followers, 445.4K engagements
"5. $OSCR - Oscar Health While healthcare is undergoing massive disruption Oscar operates in a protected environment supported by ACA marketplace regulations and government subsidies. Oscar Healths total membership grew 28% YoY to [---] million supported by strong retention rates above-market enrollment and Special Enrollment Period (SEP) additions. The company expanded into [--] states including new markets in Alabama and Mississippi deepening its national footprint. With the ACA marketplace expected to reach [--] million covered lives in [----] Oscar has meaningful headroom to expand its addressable"
X Link 2025-11-29T13:34Z 72.4K followers, 12.1K engagements
"6. $CPRT - Copart The U.S. salvage vehicle auction industry is an effective oligopoly dominated by Copart and RB Global which together control 80%+ of the market. Copart owns approximately 90% 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 VB3 platform an industry-leading technology supporting over [------] active buyers across 190+ countries. This"
X Link 2025-11-29T13:34Z 72.4K followers, 15K engagements
"2. $JD - JDcom 5y Revenue Growth: 22% 5y Cash Growth: 7% Debt/Equity: 0.37x 5-year stock performance: -64% Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond"
X Link 2025-12-06T13:22Z 72.4K followers, 17.8K engagements
"3. $DLO - DLocal Limited 5y Revenue Growth: 293% 5y Cash Growth: 107% Debt/Equity: 0.13x 5-year stock performance: -36% DLocal operates across Latin America Africa Asia and the Middle East regions underserved by global payment providers and ripe for digital financial transformation. The company processes payments for global enterprises via a single API supporting 600+ local payment methods across 40+ countries. It recently hit a record TPV of $10.4B up 59% YoY and 13% QoQ marking its fourth consecutive quarter above 50% YoY growth. The company is positioned to dominate cross-border payments"
X Link 2025-12-06T13:22Z 72.4K followers, 16.5K engagements
"Visa $V Similar to $MA strong buyback Rev and EPS growing 11%"
X Link 2025-12-11T13:25Z 72.4K followers, [----] engagements
"DLocal Limited $DLO - Dlocal doesn't has a lot time in the market but since its IPO the company has returned a strong ROIC - Rev and EPS growing 12% - The company is expanding - Oustading CEO with more than [--] years experince"
X Link 2025-12-11T13:25Z 72.4K followers, [----] engagements
"$MSCI will come back with massive buybacks Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL"
X Link 2025-12-16T15:00Z 72K followers, 13.6K engagements
"$UNH still have so much potential and its having one of the worse year since [----] and [----] yet the company serves more than [--] million customers and the avg street target still close to $430 https://x.com/BourbonInsider/status/1979887896703205500 $UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably https://t.co/uMcRkbrNJZ https://x.com/BourbonInsider/status/1979887896703205500"
X Link 2025-12-18T14:44Z 72.3K followers, 12.3K engagements
"Stanley Druckenmiller the guy who ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years is bullish on emerging markets and ecommerce stocks He still Adding more Mercadolibre $MELI Amazon $AMZN Coupang $CPNG and Taiwan Semiconductor $TSM Remains untouched https://twitter.com/i/web/status/2002003720230355152 https://twitter.com/i/web/status/2002003720230355152"
X Link 2025-12-19T13:10Z 71.9K followers, 344.4K engagements
"3. $LULU - lululemon athletica Lululemon has evolved from a niche yoga brand into a global athletic-wear powerhouse. International revenue grew 33% YoY led by: - Mainland China: +46% reported (+47% constant currency) - Rest of World: +19% constant currency This is more impressive because in [----] 99% of revenue came from North America. Today 27.9% is international. Since [----] total revenue has grown +350% making Lululemon the #3 global activewear brand behind Nike and Adidas. The company remains the #1 womens activewear brand in the U.S. operates in 30+ geographies and has quadrupled its"
X Link 2025-12-20T13:30Z 72.4K followers, 20.4K engagements
"6. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. Total payment volume reached $55 billion up 26% YoY reflecting robust expansion across hospitality restaurants sports and entertainment verticals. The Bambora (Worldline NA) acquisition adds $90B in gateway volume enhanced ACH/EFT capabilities and engineering talent at a steep valuation discount. SmartPay"
X Link 2025-12-20T13:30Z 72.4K followers, 23.5K engagements
"4 Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo 1y stock performance: -6.2% Despite a relatively flat [----] PepsiCo remains one of the strongest defensive companies in the market. PepsiCos North America Beverages (PBNA) segment has returned to both volume and net revenue growth driven by flagship brands such as Pepsi Mountain Dew and Gatorade. Service levels have recovered to 9798% improving retailer relationships and shelf execution. Structural cost reductions at Frito-Lay North America (FLNA)"
X Link 2025-12-27T13:35Z 71.9K followers, 107.9K engagements
"2. $MSCI - MSCI 1y stock performance: -4.2% While it is not defensive in the traditional sense MSCI is a defensive compounder because it operates as a toll road for the global financial system. The company holds exclusive ownership of the most globally recognized equity indices which form the backbone of institutional and passive investing worldwide. More than [----] ETFs are linked to MSCI indices representing over $1.4 trillion in AUM creating a stable and growing stream of licensing revenue. MSCI benefits from long-duration client relationships particularly among institutional investors"
X Link 2025-12-27T13:35Z 71.9K followers, [----] engagements
"2. $PATH - UiPath In [----] UiPath stock surged 23% yet it remains well below its [----] all-time high of $79. In [----] revenue is expected to grow around 12% with net income projected to increase roughly 20% signaling strong operational momentum. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. Since launching its AI-powered automation suite the company has supported nearly one million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. With over [---] million community users"
X Link 2026-01-03T13:56Z 72.5K followers, [----] engagements
"3. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic shift helped drive a +200% stock surge in [----] although shares still trade below their all-time high of $62. Unlike off-grid miners IRENs grid-connected facilities reduce downtime curtailment risk and reliability issues. As AI and data centers drive structural increases in power demand cheap reliable renewable energy becomes the true bottleneck and IREN already controls it. IREN owns its land power infrastructure and data centers end-to-end. As"
X Link 2026-01-03T13:56Z 72.5K followers, [----] engagements
"3. $DLO - DLocal Limited DLocal operates one of the strongest payments infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. Its platform processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. The company recently reported record TPV of $10.4 billion up 59% YoY and 13% QoQ marking its fourth consecutive quarter of 50%+ growth. Net revenue retention reached an exceptional 149% reflecting strong merchant expansion across volumes geographies and payment types. Alternative payment methods"
X Link 2026-01-10T13:30Z 72.4K followers, 14.6K engagements
"$GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO"
X Link 2026-01-12T14:15Z 72.5K followers, 23.8K engagements
"I believe $AMZN is going to be the largest company in America Robotics drones and automation will make a huge impact on the company"
X Link 2026-01-15T18:03Z 72.4K followers, 50.1K engagements
"3. $NVO - Novo Nordisk Novo Nordisk is a global leader in diabetes care and obesity treatments two of the fastest-growing chronic health conditions worldwide. Novo controls approximately 45% of the U.S. market and 40% globally with approvals in more than [--] countries. The company benefits from a strong product pipeline and significant pricing power in specialized medications. Next-generation therapies are expected to extend revenue growth. The development of an oral Wegovy pill could dramatically expand the obesity total addressable market (TAM). Recent Akero and Metsera acquisitions"
X Link 2026-01-17T13:43Z 72.4K followers, 30.1K engagements
"4. $SOFI - SoFi Technologies SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics software-like margins and global fintech infrastructure capabilities. SoFi operates as a modern digital financial services platform targeting younger consumers across personal banking lending investing and crypto. Growth in fintech adoption and digital banking usage supports long-term expansion. If SoFi continues to increase member engagement and cross-sell rates lifetime customer value could rise significantly. SoFi has delivered positive net income"
X Link 2026-01-17T13:43Z 72.4K followers, 22.7K engagements
"10. $WRD - WeRide WeRide develops full-stack autonomous driving systems (Level [--] to Level 4) tested and deployed across multiple global markets. The company has received autonomous driving permits in several countries and operates in dozens of cities demonstrating progress beyond a single geographic market. WeRide is rolling out robotaxi services and other autonomous vehicles including robovans and robobuses diversifying revenue beyond traditional vehicle sales. It has built one of the strongest global partner ecosystems in autonomy collaborating with Uber (UAE) Grab (Southeast Asia) SBB"
X Link 2026-01-17T13:43Z 72.4K followers, 20.8K engagements
"11. $BULL - Webull Webull serves more than [--] million registered users worldwide reflecting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure. Webull continues to enhance its platform with advanced trading tools research capabilities educational content and 24/7 global market access increasing engagement and platform stickiness. Digital investment platforms benefit from sustained retail investor participation and rising global market access. Webulls Premium Subscription"
X Link 2026-01-17T13:43Z 72.4K followers, 24.4K engagements
"$INTU Stock-Based Compesation vs Free Cash flow $ADBE Stock-Based Compensation vs Free Cash flow https://t.co/RcjFrTdbiH $ADBE Stock-Based Compensation vs Free Cash flow https://t.co/RcjFrTdbiH"
X Link 2026-01-19T18:07Z 72K followers, 18.9K engagements
"$ANET retained earnings and operating cash flow growing quarter after quarter with zero debt. Such an essential company"
X Link 2026-01-20T17:03Z 72.4K followers, 11.6K engagements
"$CSU.TO FCF yield is back to [----] highs and an insider purchased [--] share to boost confidence Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT"
X Link 2026-01-21T19:39Z 72.4K followers, 13.6K engagements
"Jensen Huang "Say my name" moment NVIDIA $NVDA has grown at 37% per year since its IPO [----] BlackRock $BLK has grown at 21% per year since its IPO in 1999"
X Link 2026-01-22T12:40Z 72.4K followers, 51.4K engagements
"Elon Musk says solar-powered data centers might happen in the next two or three years. Long $AMZN and $GOOG"
X Link 2026-01-22T16:02Z 71.9K followers, 32.4K engagements
"$NU is now the second largest Financial Institution in Brazil $100 Billion Market cap is coming $NU is now the Second Largest Financial institution in Brazil https://t.co/KOQA2adJSA $NU is now the Second Largest Financial institution in Brazil https://t.co/KOQA2adJSA"
X Link 2026-01-22T20:12Z 71.9K followers, [----] engagements
"Larry Fink $BLK is saying the same thesis as Michael Burry. Every two or three years chip designers develop a new generation with a 50% price increase and hyperscalers are tempted to buy it because they want the best equipment and to offer the best services. In other words its a rat race. Get out of the rat race.build your own chips cheaper and with better performance. I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300 is coming https://t.co/BLfxfTybte I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300"
X Link 2026-01-23T13:02Z 72.4K followers, 170.3K engagements
"Fund Manager Cash Level plunges to 3.2% the lowest level in history $BRK.B still has more than $380 billion in cash"
X Link 2026-01-23T15:09Z 71.9K followers, [----] engagements
"2. $ISRG - Intuitive Surgical Intuitive Surgical remains the undisputed leader in robotic-assisted surgery (RAS) and is uniquely positioned to expand into new surgical categories emerging markets and adjacent medical robotics fields. The da Vinci ecosystem now with more than [-----] installed systems benefits from unmatched surgeon trust extensive clinical data and a deeply embedded service and training infrastructure. This creates powerful recurring revenue streams and exceptionally high switching costs. Advancements in AI-enhanced imaging augmented reality (AR) and real-time decision support"
X Link 2026-01-24T13:33Z 72.5K followers, 17.8K engagements
""My algorithm has always been: You put smart people together you give them a lot of freedom create an atmosphere where everyone talks to everyone else. They're not hiding in the corner with their own little thing. They talk to everybody else. And you provide the best infrastructure. The best computers and so on that people can work with and make everyone partners." Jim Simons https://twitter.com/i/web/status/2015763359233081450 https://twitter.com/i/web/status/2015763359233081450"
X Link 2026-01-26T12:26Z 72.5K followers, 235.7K engagements
"Nancy Pelosi still long $AMZN $300 per share is coming Nancy Pelosi still long $AMZN $GOOG and $NVDA https://t.co/WYtHK1jz0r Nancy Pelosi still long $AMZN $GOOG and $NVDA https://t.co/WYtHK1jz0r"
X Link 2026-01-26T15:25Z 71.9K followers, 79K engagements
"Bloom Energy $BE CEO with a very simple thesis involving natural gas"
X Link 2026-01-27T15:06Z 72.4K followers, 32.4K engagements
"$ASML is up 37.48% YTD before earnings"
X Link 2026-01-27T18:57Z 71.9K followers, 49.7K engagements
"Dont forget $MA just approved a $14 billion share repurchase. They could buy more than [--] million shares and reduce the float by over 3% $MA estimated operating cash flow for the next [--] years https://t.co/RuW60qW96O $MA estimated operating cash flow for the next [--] years https://t.co/RuW60qW96O"
X Link 2026-01-27T19:36Z 72K followers, 28.7K engagements
"$ASML announced more buybacks $ASML announced additional buybacks for the next few years and the company still projects [----] billion in revenue and a gross margin between 52% and 60% by [----]. https://t.co/M4WPtUPTln $ASML announced additional buybacks for the next few years and the company still projects [----] billion in revenue and a gross margin between 52% and 60% by [----]. https://t.co/M4WPtUPTln"
X Link 2026-01-28T12:29Z 71.9K followers, 13.2K engagements
"UiPath Inc. $PATH is a leading global software company specializing in Robotic Process Automation (RPA) and enterprise automation solutions. Founded in [----] in Bucharest Romania the company http://x.com/i/article/2015513708533858306 http://x.com/i/article/2015513708533858306"
X Link 2026-01-28T14:24Z 72.4K followers, [----] engagements
"$MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL"
X Link 2026-01-28T17:54Z 72.5K followers, 28.7K engagements
"$ASML total sales are expected to be between 34B and 39B in [----] 4% revenue growth YoY (worst case) 19% revenue growth YoY (best case) If Mr. Market gives me another correction Im gonna take it $ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4% YoY. If revenue reaches 39B growth would be 19% YoY. Now the interesting part: as we mentioned before the market is building a large number of https://t.co/pdevN2MWr6 $ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4%"
X Link 2026-01-28T18:59Z 71.9K followers, [----] engagements
"$MA is now outperforming $NFLX President Trump bought Bonds Worth $51 Million for His Personal Investments Bonds from $NFLX $OXY $CRWV $GM and $BA https://t.co/emxeDn1wMu President Trump bought Bonds Worth $51 Million for His Personal Investments Bonds from $NFLX $OXY $CRWV $GM and $BA https://t.co/emxeDn1wMu"
X Link 2026-01-28T20:01Z 72K followers, 16.8K engagements
"$META Revenue up 24% YoY EPS up 10.72% YoY Full Year [----] daily active people (DAP) was3.58billion Its a $1000 per share stock playing reckless"
X Link 2026-01-28T21:26Z 71.9K followers, 12.5K engagements
"$META repurchased $26 billion in [----] $MA repurchased $13 billion in 2025"
X Link 2026-01-28T21:30Z 72K followers, 18.4K engagements
"$FICO We had a good start to our fiscal year with strong top and bottom-line growth said Will Lansing chief executive officer"
X Link 2026-01-28T21:46Z 72.4K followers, [----] engagements
"Lam Research Corporation $LRCX: Rev: $5.35B up 22% YoY EPS GAAP $1.26 37% YoY Share Repurchases $1.4B biggest buyback so far"
X Link 2026-01-28T22:14Z 72.5K followers, [----] engagements
"$MSCI Operating Expenses vs Operating Income $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt"
X Link 2026-01-29T12:29Z 72.5K followers, [----] engagements
"$MA just reported full-year [----] results. Such an old company yet revenue still grew 15% and diluted EPS grew 18%. Operating income as usual surpassed operating expenses by a huge gap. The company repurchased over $13 billion in [----] and theyre going to repurchase $14 billion in [----]. https://twitter.com/i/web/status/2016861729674731980 https://twitter.com/i/web/status/2016861729674731980"
X Link 2026-01-29T13:11Z 72K followers, 18.5K engagements
"Ecommerce stocks crash: "We don't gonna buy because they gonna be disrupted" 7Mags crash: "We don't gonna buy because they gonna be disrupted" Alibaba crashes "We don't gonna buy because China and its gonna be disrupted" Google crashes "We don't gonna buy because its gonna be disrupted" Software stocks crash: "We don't gonna buy because its gonna be disrupted" Semiconductor stocks crash: "We don't gonna buy because they gonna be disrupted" Cybersecurity stocks crash: "We don't gonna buy because its gonna be disrupted" Then. they gonna be buying at top as usual"
X Link 2026-01-29T15:43Z 72.2K followers, 11.9K engagements
"Are you buying anything today"
X Link 2026-01-29T17:18Z 72K followers, 12.8K engagements
"$META Free Cash Flow vs Operating Cash flow $META CAPEX https://t.co/W1p0LM5l9r $META CAPEX https://t.co/W1p0LM5l9r"
X Link 2026-01-29T18:55Z 71.9K followers, 13.3K engagements
"$NOW Revenue vs Operating cash flow $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR"
X Link 2026-01-29T18:59Z 71.9K followers, 18.3K engagements
"Hello to all the American banks $NU is coming At this point apply in Canada as well and start disrupting North America. $NU is going to the US https://t.co/6Ls3pU2Lki $NU is going to the US https://t.co/6Ls3pU2Lki"
X Link 2026-01-29T20:09Z 72.4K followers, [----] engagements
"They knew $MSFT was gonna crash thats why they sold few quarters before"
X Link 2026-01-30T12:33Z 72.4K followers, 63K engagements
"This is still one of the best clips from former Google $GOOG CEO Eric Schmidt explaining why we need all sources of power to support AI. He told Congress a few months ago that AI could eventually consume a significant portion of the worlds electricity. Schmidt: "We need energy in all forms" $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the entire worldwide energy https://t.co/Vz5RRqrQpY $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the"
X Link 2026-01-31T12:45Z 72.3K followers, 45.9K engagements
"5 Undervalued Software Application Companies Over the past year the software application sector has faced meaningful headwinds including macroeconomic pressure slower growth in certain subsegments and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves this setup presents a compelling opportunity for select high-quality software names. [--]. $ADBE - Adobe Adobe shares have declined more than 30% over the"
X Link 2026-02-01T13:33Z 72.5K followers, 24.4K engagements
"$MA Cash flow per share - $14B in buybacks for [----] - Rev and EPS growing 15% - Free cash flow growing 20% A new all time high is coming $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS"
X Link 2026-02-02T17:29Z 72.5K followers, 14K engagements
"@FinanceJack44 $SPGI is down 8% not only Saas"
X Link 2026-02-03T15:22Z 72.4K followers, [---] engagements
"$HOOD is down 41% from its highs At what price are you waiting to buy"
X Link 2026-02-03T16:36Z 72.5K followers, 20.8K engagements
"$FICO pricing power remains solid Operating margins went from 18% in [----] to 48% in 2025"
X Link 2026-02-04T18:48Z 72.4K followers, [----] engagements
"$GOOG Capex is insane from $119B to $180B in [----] unstoppable $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B"
X Link 2026-02-04T21:11Z 72.4K followers, 21K engagements
"$GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening"
X Link 2026-02-04T22:07Z 72.4K followers, 61.5K engagements
"Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B"
X Link 2026-02-05T21:04Z 72.4K followers, [----] engagements
"Andy Jassy: "Our chips business is now over $10B in annual revenue. growing at a triple digit percentage year over year""
X Link 2026-02-06T01:55Z 72.5K followers, 29.2K engagements
"@RodrigoTicoulat $MELI is also a stock to buy and hold for the next decade"
X Link 2026-02-08T15:11Z 72.4K followers, [---] engagements
"@FinanceJack44 Anyone paying for ads on $NFLX $META $AMZN or $MELI knows the impact of AI Their ads are getting better every single day and people who pay ads will keep increasing their budgets over the long term.a win win for everyone"
X Link 2026-02-09T13:42Z 72.4K followers, [---] 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 2025-10-15T15:04Z 72.6K followers, 169.9K engagements
"5. $MELI - MercadoLibre 5y Revenue CAGR Growth: 29.9% 5y EPS CAGR Growth: 153.5% 5y Cash CAGR Growth: 85.7% 5y stock performance: +8% Revenue CAGR forecast to 2030: Low: 20% Mid: 29% High: 25% MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. Its credit portfolio has grown"
X Link 2026-02-04T13:26Z 72.6K followers, [----] engagements
"$AMZN Net sales up 14% YoY $213.4B vs Est $211.49 AWS sales up 24% YoY North America Sales up 10% International sales 17% YoY EPS $1.95 vs Est $1.96 Advertising growing 22% AWS growing 24% (our fastest growth in [--] quarters)"
X Link 2026-02-05T21:21Z 72.6K followers, [----] engagements
"$AMZN AWS casually growing 24% (The fastest growth in [--] quarters)"
X Link 2026-02-05T21:31Z 72.6K followers, 12.2K engagements
"$AMZN AWS CEO Matt Garman: Utilities don't scale with the level that we need them to scale.so there's probably some steps between here and there where you're going to have to do behind the meter power.we're going to have to fund that ramp up while the world catches up Congrats Utilities. you've unlocked a long term Godfather https://twitter.com/i/web/status/2020896171472957649 https://twitter.com/i/web/status/2020896171472957649"
X Link 2026-02-09T16:22Z 72.6K followers, 39.5K engagements
"It was a blessing to be ignored by Brazils banking behemoths said David Velez $NU CEO Its always a blessing to be ignored rejected or treated like a sandbag. This will fuel your motivation in the future"
X Link 2026-02-09T19:25Z 72.6K followers, [----] engagements
"John Armitage (Egerton Capital) has increased his $AMZN position by 45% and its now the largest position Long $AMZN $AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N $AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N"
X Link 2026-02-11T18:43Z 72.6K followers, 32.6K engagements
"Bankruptcies from May 2024: May [--] [----] $AUVIQ Applied Uv Inc May [--] [----] $ISUNQ Isun Inc May [--] [----] $MACK Merrimack Pharmaceuticals May [--] [----] $NBSE Neubase Therapeutics Inc $QQQ $SPY"
X Link 2024-06-18T00:08Z 72.5K followers, [---] engagements
"A few tips for new investors: 1) Never buy Airline stocks 2) Never buy IPOs 3) Never buy Weed stocks 4) Never buy NFTs 5) Never buy "crypto" coins 99% of them are scam 6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them. 7) Free bank information is always wrong. They always say the market is going to crash every single year. 8) Don't go crazy buying dips preserve your capital 9) Never buy before earnings 11) If the stock crashes it can take months or years to recover. No need to rush to buy dips. 10) The market"
X Link 2024-07-29T23:57Z 72.6K followers, 926.9K engagements
"Most Recent IPO's I don't buy IPOs but some people buy it $GIG GigCapital7 Corp. $AZI Autozi Internet Technology $BSII Black Spade Acquisition II Co $SPA ISafe Pro Group Inc. $JBDI JBDI Holdings Limited"
X Link 2024-08-30T13:02Z 72.5K followers, [----] engagements
"Nextracker Inc. $NXT Undervalue or Trap The stock is down 30% from its peak $NXT July [----] Net Debt 0🟢 Rev: $479.74m EPS: $0.48 FCFPS: [----] Gross Margin: 23% Share Price: $42.73 $NXT July [----] Net Debt 0🟢 Rev: $719.92B (+50%)🟢 EPS: $0.93 (+93%)🟢 FCFPS: [----] Gross Margin: 32%🟢 Share Price: $40.68 Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants. 1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement"
X Link 2024-09-01T16:36Z 72.5K followers, [----] engagements
"If you don't want to buy Chinese stocks it's all good but [--] of the most valuable companies in Europe are undervalued: $LVMH $ASML It's up to you to take advantage $ACN was close to [--] weeks low few months ago and its back to all time high"
X Link 2024-10-20T19:26Z 72.6K followers, 130.9K engagements
"There are a lot of undervalued stocks right now and next week you can take advantage of this: No risk: $PEP - Undervalued it's practically screaming for everyone to buy it. $TMO - A defensive stock that won't crash; it doesn't care about recessions. We need this company for the next [--] years. $CNI - A sleeping giant in the railway sector and it's one of the strongest oligopolies out there. We need this company for the next [---] years. Mid risk: $GOOG - The lawsuit is hitting the price but it's going to be over soon and this giant will return to normal. It's undervalued. $LVMH - The biggest"
X Link 2024-11-16T12:11Z 72.5K followers, 185.9K engagements
"Undervalued stocks you might want to check out: (THREAD🧵) [--]. $AMZN - Amazon $AMZN's vast global presence and extensive logistics network allow it to offer a wide selection of products with quick delivery times. $AMZN has built an ecosystem that offers numerous synergies and cross-selling opportunities. This ecosystem encourages customer loyalty and frequent engagement. $AMZN is a leader in technological innovation with significant investments in cloud computing through Amazon Web Services (AWS) artificial intelligence and machine learning to enhance its services and operations"
X Link 2024-11-30T16:09Z 72.5K followers, 268.2K engagements
"When you invest in $GRAB you are essentially purchasing: -$100 million worth of cars and properties in Singapore - $292 million in cash - [--] million customers - $UBER in [--] countries - $SHOP in [--] countries - $PYPL in [--] countries - $CART in [--] countries - [-----] employees with 30% dedicated to Research and Development which is commendable as it ensures ongoing expansion and exploration of new markets. Considerations: - 50% of the company's revenue comes from Malaysia and Singapore. With over [---] million people in Southeast Asia but only less than 6% currently using $GRAB the potential for"
X Link 2024-12-02T12:10Z 72.5K followers, 145.7K engagements
"I'm not going to buy anything until Jan [----] but here is my price to buy: $ASML below $700 $LRCX below $80 $CNI below $115 $PYPL below $100 $HIMS below $26 $OXY below $55 $NU below $13 $ODFL below $200 $LVMH below $600 $EL below $90 $NOC below $450 $GOOG $AMZN $MSCI $INTU $BAM $GRAB $UNH $TMDX $V and $MELI whatever price I will add I sold 100% of $LULU and 50% of $ULTA; I want to focus on $MELI and $LVMH I won't add more $BABA; I'm happy with my position and I won't make any moves next year but I'm going to keep posting about BABA. I'm watching $OPEN $UBER $MRX $TMO $LEU $QXO $FOUR $ZETA $PFE"
X Link 2024-12-09T19:18Z 72.6K followers, 131.7K engagements
"10 stocks to buy and hold for the next [--] 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 [--] 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 2024-12-11T16:41Z 72.5K followers, 1.2M engagements
"5 Great companies whose stocks declined +15% in [----] but have strong recovery potential in the near future [--]. $OXY - Occidental Petroleum Corporation P/E - [-----] FCF - $4.3B Debt - $27.6B Reasons for stock decline: [--]. Significant debt load partly due to past acquisitions. [--]. Global geopolitical tensions in the Middle East creating uncertainty in oil supply and demand dynamics. [--]. Challenges in consistently delivering shareholder returns. Positive aspects: [--]. Leader in CCUS technology through its subsidiary Oxy Low Carbon Ventures (OLCV) [--]. Diversification into areas beyond oil and gas"
X Link 2024-12-25T14:12Z 72.5K followers, 264.9K engagements
"Warren Buffett once said "Our favorite holding period is forever" Here are [--] stocks to own for the next [--] years. [--]. Microsoft - $MSFT [--]. Azure's market share is projected to reach 30% by [----] driven by advancements in hybrid solutions and edge computing. [--]. Microsoft could generate 25%-30% of its revenue from AI-related services in the coming years. [--]. Game Pass subscriptions are expected to surpass [--] million within five years fueled by the growth of mobile and cloud gaming. [--]. AI-related revenues from offerings like Copilot Azure AI and OpenAI licensing could contribute up to $100 billion"
X Link 2025-01-04T13:35Z 72.5K followers, 296.5K engagements
"Such nice opportunities right now. $MELI $1700 $AMZN $220 $GOOG $190 $AMD $120 $ASML $700 $GRAB $5 $INTU $610 $TMDX $70 $HIMS $25 Long-term growth"
X Link 2025-01-09T01:52Z 72.5K followers, 129K engagements
"14 companies you should buy and hold for long-term growth; if you don't own them yet you should keep them on your watchlist. Valhalla Portfolio: $ASML: A key player in the semiconductor industry ASML specializes in photolithography systems used in manufacturing computer chips. With the tech industry's growth ASML's technology is crucial making it an important investment in the tech supply chain"
X Link 2025-01-10T12:04Z 72.6K followers, 151.1K engagements
"There is always money to be made We like $LVMH below $600; today it's back to $730. We like $ASML below $700; today it's back to $750. We like $HIMS below $25; today it's back to $30. We like $NVO below $80; today it's back to $90. $BABA below $90 is still great. $AMZN below $220 is a gift. $NVDA close to $130 looks nice $TMO below $520 is a gift. $GOOG below $200 is great. $CNI below $120 is great. $INTU below $600 looks nice. $TMDX below $90 is great. $NU below $12 is wonderful. $GRAB below $5 is wonderful. $UNH below $500 is great. $AAPL below $220 looks nice. $UBER close to $60 its a gift"
X Link 2025-01-24T14:13Z 72.6K followers, 135.4K engagements
"Peter Lynch one of the greatest growth investors of all time once said: "If you're in the right stock it's better to hold on for the long term." He used this metric to select his stocks. - PE [--] - Forward PE [--] - EPS Growth 15% - Profit margin 15% - ROIC 15% - Debt / FCF [--] Here are some companies that match or close to match those criteria:"
X Link 2025-02-05T13:42Z 72.6K followers, 233.1K engagements
"David Tepper added more $BABA $ASML $NVDA $AMD and $VST"
X Link 2025-02-10T16:50Z 72.6K followers, 341.9K engagements
"$MELI is a $7000 per share stock but the market doesn't know this yet. $GRAB is a $10 per share stock but the market doesn't know this yet. $ASML is a $2000 per share stock but the market knows this but they don't want to buy it yet. $HIMS is a +$100 per share stock; the short position knows this but the market doesn't want to acknowledge this. $GOOG is a $300 per share stock but the market doesn't want to buy it. $AMZN is a $350 per share stock the market know this but they don't want to buy it yet $AMD is a $300 per share stock but the market is too busy making fun of the stock. $NVO is a"
X Link 2025-02-11T15:59Z 72.6K followers, 241.7K engagements
"Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM Sold 100% of $BABA"
X Link 2025-02-14T17:08Z 72.6K followers, 180.6K engagements
"David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors and it's the best proof that money can be made anywhere in the world. Let me tell you about it 🧵"
X Link 2025-03-08T13:23Z 72.6K followers, 345.3K engagements
"Here are [--] wonderful companies with more cash than liabilities youll want to keep on your watchlist. [--]. Duolingo Inc. $DUOL This massive company is developing a subscription-based revenue model and has been exploding in recent years boasting over [---] million subscribers so far. https://twitter.com/i/web/status/1898414930006814931 https://twitter.com/i/web/status/1898414930006814931"
X Link 2025-03-08T16:46Z 72.5K followers, 154.8K engagements
"The market is in panic mode right now but we have a lot of suspicious insider buying activity this week. 1) Congressman Josh Gottheimer bought up to $27M of Microsoft $MSFT call options He added more $BABA as well"
X Link 2025-03-09T17:07Z 72.5K followers, 329.4K engagements
"$NU Nu Holdings is back to its IPO price. Revenue went from $1.7 billion in [----] to $12 billion in [----]. Number of customers went from [--] million to [---] million. Credit card revenue went from $358 million to $3.8 billion. Fees and commission revenue went from $600 million to $1.9 billion. Fascinating behavior Mr market Data from @stock_unlock"
X Link 2025-03-11T02:37Z 72.5K followers, 121.3K engagements
"Stanley Druckenmiller is a name every investor should know. He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Lets dive into his stock-buying criteria recent performance and tips"
X Link 2025-03-22T13:01Z 72.5K followers, 616.5K engagements
"Novo Nordisk A/S $NVO is currently trading at its lowest price-to-sales ratio since March [----]. This is the biggest company in Europe and they hold a significant portion of the obesity care and diabetes market. What a wonderful time to be alive"
X Link 2025-03-27T14:29Z 72.6K followers, 327.8K engagements
"Google $GOOG its currently trading at [----] prices - Cloud Revenue went from $17 billion in [----] to $43 billion in [----]. - Google Subscriptions revenue went from $27 billion to $40 billion. - YouTube Revenue went from $27 billion to $36 billion. - MrBeasts channel one of their most important assets went from [--] million subscribers to [---] million. Fascinating behavior Mr. Market Data from @stock_unlock"
X Link 2025-03-30T13:23Z 72.6K followers, 196.1K engagements
"Stanley Druckenmiller: 'I'm not sure if I'v ever made money shorting.' He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Long term: 30% CARG Short positions: 0% (He doesn't know) Don't short the market and never bet against America"
X Link 2025-03-30T16:21Z 72.6K followers, 571.1K engagements
"Quality stocks near their 52-week low. $GOOG $147 $ADBE $349 $SPGI $451 $AAPL $188 $INTU $561 $CDNS $232 $SNPS $388 $MRVL $49.43 $NVDA $94 $AMD $85 $MSFT $359 $AMZN $171 $AVGO $146 $TSM $146 $ASML $605 $ORCL $128 $ARM $87 $NOW $721 $ANET $64"
X Link 2025-04-06T13:36Z 72.6K followers, 86.8K engagements
"Warren Buffett: There are levels of trade deficit that bother me "when you are in effect buying more from other countries than they're buying from you you are handing them investment funds" "we don't want it to be a question of where we import 20% of our GDP and we export nothing. Now we could all quit working and we could handle little pieces of paper to the rest of the world. They could keep sending us food they could send us autos they could send us all kinds of things. But eventually they have claims on all our wealth" Trust the process: short-term pain for long-term gain"
X Link 2025-04-11T22:42Z 72.6K followers, 1.6M engagements
"BlackRock CEO Larry Fink: "this is an opportunity to look for opportunities" "This is not a pandemic. This is not a financial crisis. Is something that we have created. United States post-World War II was a global stabilizer. We are the global destabilizer." "That's a very hard thing to say because I pride ourselves of bringing the leadership bringing the conversations. But I will say the power of US capitalism is still alive. They still want to engage they still want to build. So long term I'm less worried about some of these issues but in the short run I'm petrified""
X Link 2025-04-13T17:42Z 72.5K followers, 189.1K engagements
"Politicians are buying $AMD Jefferson Shreve added [--] days ago Marjorie Greene added [--] days ago Tony Wied added [--] days ago"
X Link 2025-04-17T12:05Z 72.5K followers, 131.6K engagements
"Quality stocks trading near [--] week low $ASML $646 $MCO $420 $EFX $221 $GOOG $153 $ODFL $153 $LVMH $480 $NVR $7111 $HD $356 $AMZN $173 $TSM $153 $NVDA $102 $ANET $71 $UNH $448 $ADBE $353 $MSFT $371 $ACN $284 $AMAT $112 $AMD $88 $CMG $48 $NOW $778 $MRVL $51 $ZTS $148 $TMO $429 $DHR $186 $NVO $58 $GRAB $4 $ABNB $113 $LULU $250 Growth Stocks: $SOFI $10.96 $NU $11 $HIMS $27 $HOOD $41 $FOUR $76"
X Link 2025-04-17T20:00Z 72.6K followers, 114.3K engagements
"40% of Google's $GOOG portfolio is concentrated in healthcare health insurance and biotech. Why are they so obsessed with healthcare"
X Link 2025-06-03T17:00Z 72.5K followers, 151.4K engagements
"$GOOG Strong buy $AMZN Strong buy $ASML Strong buy $OSCR Strong buy $NU Strong buy $ADBE Strong buy $NVO Buy $ANET Strong buy $SNPS Buy Some of these companies have a solid wide moat strong ROIC revenue growing at 12% gross margin 40% and FCF growth 12%. The diluted average shares outstanding CAGR from [----] to [----] for ASML Google and Adobe is 0% and they have been conducting massive buybacks. ANET 0.005% $CPRT its getting there $OSCR will go to $18 but who knows when"
X Link 2025-06-06T01:29Z 72.5K followers, 77.8K engagements
"Plenty oportunities: $GOOG strong buy $AMZN strong buy $TSM buy (The CEO confirmed they are busy.) $TMO strong buy $GRAB strong buy (Building an AI lab) $OSCR strong buy (Founder bought at $16) $SOFI strong buy (EVP bought at $16) $ASML Strong buy (Buying back everyday) $NU strong buy $ANET Strong buy $ULTA Hold (CEO bought at $346) $INTU Hold $LULU up to you (CEO bought at $260) $NVO moderate buy $LVMH moderate buy (CEO bought the dip) $MSCI moderate buy (CEO bought the dip) $PYPL moderate buy $NVR moderate buy $AMAT moderate buy (CEO bought the dip) $MRVL Strong buy (CEO bought the dip)"
X Link 2025-06-09T08:00Z 72.6K followers, 236.8K engagements
"Some of the most Undervalued Mega caps: $GOOG Strong buy $AMZN Strong buy $CPRT close to fair value $LVMH Strong buy $NVO The biggest company in Europe is trading at a 50% discount. $ADBE Healthy company heavily discounted $LULU Healthy company heavily discounted $PDD 40% of this company its cash $UNH experienced five distinct drawdown episodes of more than 50% since its IPO and it has recovered from all of them: 1987: 82.7% 2008: 74.4% 1998: 57.0% 2025: 60% 1996: 54.0% Small cap: $OSCR trading at cash revenue all time high member all time high and margin are improving"
X Link 2025-06-11T13:12Z 72.6K followers, 139.9K engagements
"The guy who owns 28% of $OXY right now"
X Link 2025-06-22T22:25Z 72.6K followers, 119.9K engagements
"Selling a tenbagger early is one of the most painful experiences you will ever witness"
X Link 2025-06-26T20:55Z 72.5K followers, 112.8K engagements
"My top [--] Cannibal stocks: 10y share reduction AutoZone $AZO -47.5% O'Reilly Automotive $ORLY -43.65% Lowe's $LOW -40.87% Apple Inc $AAPL -34.6% MSCI $MSCI -32% Northrop Grumman $NOC -29% JPMorgan Chase & Co $JPM -25.6% NVR Inc. $NVR -25% Canadian National Railway $CNI -22.6% Visa $V -20% Bonus: Novo Nordisk $NVO -14.7% ASML Holding $ASML -10% AutoZone: https://twitter.com/i/web/status/1947266231070826827 https://twitter.com/i/web/status/1947266231070826827"
X Link 2025-07-21T12:03Z 72.5K followers, 33.6K engagements
"If we have a market correction in the next two months here is my humble list: 1) $FICO 90% of US lenders use FICO 2) $ASML Controls 100% of the EUV market 3) $INTU The largest tax software in the world 4) $UNH Largest health care in the world 5) $NVO Controls a significant part of the diabetes market 6) $GOOG YouTube is the largest university in the world and Gemini is set to be a leader 7) $TSM The largest chip maker in the world 9) $MELI Largest e-commerce in Latin America 10) $NU its gonna one of the largest banks in the world 11) $FOUR The World Cup is next year a lot of restaurants"
X Link 2025-09-02T00:42Z 72.6K followers, 118.1K engagements
"8 Stocks to Hold for the Next Decade🧵 [--]. $GOOG - Alphabet Google controls over 90% of the global search market cementing its dominance. A leader in quantum computing and one of the fastest-growing cloud providers. Gemini models now serve 9M+ developers setting benchmarks across languages and logic. The Gemini App has 450M MAUs with daily requests up 50% QoQ. Owns YouTube where Shorts average 200B daily views monetizing on par with long-form in many regions. Waymo has driven 100M autonomous miles and is expanding into new cities and countries. Despite heavy R&D investment Alphabet is"
X Link 2025-09-08T13:19Z 72.6K followers, 140.9K engagements
"Google $GOOG has partnered with the following companies for agent payments: Adobe $ADBE Salesforce $CRM Intuit $INTU DLocal $DLO Mastercard $MA Alibaba $BABA ServiceNow $NOW Disruption Portfolio is making big moves"
X Link 2025-09-17T22:50Z 72.5K followers, 50.3K engagements
"$ASML is finally showing signs of recovery. The sleeping giant is up 34% YTD"
X Link 2025-09-19T21:35Z 72.5K followers, 57.2K engagements
"Paymentus Holdings Inc. $PAY - Fintech - Payment Transaction Processing Revenue has been growing 32% per year since [----] - Revenue and EPS are expecting to grow +20%"
X Link 2025-09-22T13:20Z 72.5K followers, [----] 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 https://twitter.com/i/web/status/1970895952023031869 https://twitter.com/i/web/status/1970895952023031869"
X Link 2025-09-24T16:59Z 72.5K followers, 23.6K engagements
"FactSet Research $FDS CEO added shares; it's the first insider purchase since [----] Wild"
X Link 2025-09-25T20:44Z 72.5K followers, [----] 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 40% increase in US electricity demand over the next [--] years. The first two categories depend entirely on the third making electricity demand a critical driver for the future https://twitter.com/i/web/status/1972636184414208089 https://twitter.com/i/web/status/1972636184414208089"
X Link 2025-09-29T12:14Z 72.6K followers, 304.5K 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 12% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT https://twitter.com/i/web/status/1973117411436957869 https://twitter.com/i/web/status/1973117411436957869"
X Link 2025-09-30T20:07Z 72.6K followers, 68.5K 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 [---] 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 2025-10-01T12:41Z 72.5K followers, 11.4K engagements
"5. Lyft Inc. $LYFT Lyft remains the clear #2 player in U.S. ridesharing holding an estimated 25% 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 [--] states it now covers more than 62% of Medicaid beneficiaries creating a durable moat in a regulated high-barrier sector where scale and compliance matter. In a [---] million"
X Link 2025-10-01T12:41Z 72.5K followers, 10.2K 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 99% of the population with over 90% of urban orders delivered within [--] 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 [--] million supported by more"
X Link 2025-10-07T13:21Z 72.5K followers, 142.3K engagements
"Whats your highest conviction stock under $5 billion market cap"
X Link 2025-10-14T17:29Z 72.5K followers, 221.7K engagements
"Growth stocks having a correction: MercadoLibre $MELI Sea $SE Grab Holdings $GRAB Fair Isaac $FICO TransMedics $TMDX Duolingo $DUOL ServiceNow $NOW Sezzle $SEZL Root $ROOT Eli Lilly $LLY UiPath $PATH Zeta Global $ZETA Paymentus Holdings $PAY monday $MNDY WeRide $WRD Rubrik $RBRK Shift4 Payments $FOUR https://twitter.com/i/web/status/1979183369133932765 https://twitter.com/i/web/status/1979183369133932765"
X Link 2025-10-17T13:51Z 72.5K followers, 67.7K engagements
"$AMZN and $GOOG are taking 68% of the new AI startup"
X Link 2025-10-21T12:19Z 72.6K followers, 103.2K engagements
"Dev Kantesaria (Valley Forge Capital) isnt having a great year but its a good time to take a look at some of his powerful compounding machines. S&P Global $SPGI -3.67% YTD Fair Isaac Corporation $FICO -20.94% YTD Mastercard $MA +8.51% YTD Moody's Corporation $MCO -0.35% YTD Visa $V +9.28% YTD Intuit $INTU +6.73% YTD ASML $ASML +46.85% YTD Equifax $EFX -9.59% YTD MSCI $MSCI -10.40% YTD https://twitter.com/i/web/status/1981334551319183829 https://twitter.com/i/web/status/1981334551319183829"
X Link 2025-10-23T12:19Z 72.5K followers, 29.1K engagements
"Sergey Brin said a year ago that he is working at $GOOG every day because he has never seen anything as exciting as the recent progress in AI and he doesn't want to miss out Founder motivation usually leads to incredible results"
X Link 2025-10-23T16:57Z 72.5K followers, 91.1K engagements
"Fair Isaac Corporation $FICO - Operating income has surpassed operating expenses - The company expects to generate $1 billion in free cash flow over the next few years - Revenue and EPS are growing by more than 20% - FICO Scores are used in over 90% of U.S. lending decisions - No signs of disruption - Strong pricing power Arguably one of the best businesses ever created. Long $FICO https://twitter.com/i/web/status/1981753113015882090 https://twitter.com/i/web/status/1981753113015882090"
X Link 2025-10-24T16:02Z 72.5K followers, 19.2K engagements
"$NVTS NTM free-cash-flow yield stands at -1.33% a major improvement from its five-year average of -6% and a recent trough of -16%. Although still negative this trajectory suggests the company is approaching cash-flow neutrality after several years of investment-heavy scaling. For a small cap operating in a structurally expanding market this improvement is encouraging it reflects lower capex intensity and better inventory management. If Navitas sustains gross-margin expansion above 45% it could reach positive free-cash-flow territory by mid-2026"
X Link 2025-10-27T13:17Z 72.5K followers, [----] engagements
"7 undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y Revenue Growth: 11.4% ROIC: 27% Debt/Equity: 0.76x 1-year performance: -39.7% UnitedHealth serves over [--] million individuals leveraging its unmatched scale data infrastructure and pricing power to deliver efficient healthcare solutions across the U.S. Its diversified revenue streams insurance premiums Optum Health Optum"
X Link 2025-11-01T14:36Z 72.5K followers, 701.3K engagements
"This is by far one of the best interviews from Bruce Flatt Brookfields CEO. During the interview the reporter asked him if we are in a bubble and he immediately broke character saying we are not. He explained that the majority of these companies have better credit ratings than most countries plenty of cash and are making long-term investments. Its not a job for everyone and its not easy to do. Bruce also said were going to need all the power we can get and energy consumption is expected to double over the next [--] years Bruce rarely shows emotion but this time he decided to break character"
X Link 2025-11-05T17:23Z 72.6K followers, 330.2K engagements
"Fair Isaac $FICO is such a magnificent business Revenue is up 16% YoY Return on Capital 70.41% (All time high) EPS is up 30% YoY Operating Cash flow is up 24% YoY Patiently waiting to buy more"
X Link 2025-11-06T16:36Z 72.5K followers, 12.2K engagements
"'I cant think of a CEO a management consultant an academic a member of government you name it that I would select over Greg to handle your savings and mine' Such powerful words from Warren Buffett Especially when Greg Abel is going to be in charge of $400 billion in cash in less than [--] weeks"
X Link 2025-11-10T22:14Z 72.5K followers, 14.1K engagements
"$AMD's expansion over the next [--] to [--] years is wild: 80% Data Center 50% Server Revenue 40% Client Revenue 70% Adaptive Revenue Semiconductor industry will remain busy"
X Link 2025-11-11T19:10Z 72.5K followers, 55.4K engagements
"A lot of companies with the highest gross profit are having a weak year. Intercontinental Exchange $ICE +2.05% YTD Mastercard $MA +3.64% YTD Visa $V +3.64% YTD Adobe $ADBE -26% YTD Booking Holdings $BKNG +1.60% YTD Meta Platforms $META +4.09% YTD MSCI $MSCI -5.8% YTD Fair Isaac $FICO -12.53% YTD Airbnb $ABNB -7.15% YTD Synopsys $SNPS -19.68% YTD Fortinet $FTNT -12.88% YTD ServiceNow $NOW -19.78% YTD S&P Global $SPGI -0.83% YTD Verisk Analytics $VRSK -21.64% YTD Axon Enterprise $AXON -6.72% YTD Amazon $AMZN +6.97% YTD Some of these companies have strong buyback programs and most of them are"
X Link 2025-11-17T13:01Z 72.5K followers, 56.4K engagements
"$CPRT Total cash vs Total Liabilities The company has been accumulating cash since June [----]. when most companies turned ultra conservative. - No buybacks since [----] - operating cash flow all time high - Zero debt - Operating income [--] operating expenses - Outstanding management $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV"
X Link 2025-11-21T18:17Z 72.5K followers, 32.3K engagements
"$GOOG and $AAPL are the only tech stocks near all time highs during this sell off % Decline From Record High: $GOOG all time high Apple $AAPL -1% Cisco Systems $CSCO -3% Taiwan Semiconductor $TSM -8% Intuitive Surgical $ISRG -8% Broadcom $AVGO -12% KLA Corporation $KLAC -11% Applied Materials $AMAT -12% Microsoft $MSFT -13% Amazon $AMZN -13% Lam Research $LRCX -14% Nvidia $NVDA -14% Uber $UBER -16% ASML $ASML -17% Shopify $SHOP -17% Palo Alto Networks $PANW -17% Micron Technology $MU -18% Booking Holdings $BKNG -18% Intuit $INTU -18% Tesla $TSLA -19% Cadence Design $CDNS -20% Netflix $NFLX"
X Link 2025-11-24T01:12Z 72.5K followers, 62.5K engagements
"$V Visa or $MA Mastercard Visa: - Rev growing 12% - EPS growing 12% - Gross margins: 98% - FCF Margins 50% - Operating income Operating expenses - 10yr Share Reduction: 21% $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free Cash Flow Margin 50% - Operating income Operating expenses - Strong buybacks: 20% share reduction in the lest 10y https://t.co/GlFP01y6cf $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free"
X Link 2025-11-26T18:13Z 72.6K followers, 97.8K engagements
"Booking Holdings $BKNG 10y share reducion: -36% To give you an idea: O'Reilly -43% (10y share reduction) FICO -24% Paypal -23% Visa -21% Mastercard -20% This company is the definition of a cannibal stock. High quality stocks are now underperforming the broader S&P [---] by margins last seen during the late-1990s bubble A lot of great businesses are being ignored by most investors Mastercard Incorporated $MA +0.25% YTD Visa $V +2.45% YTD MSCI $MSCI -6.65% YTD S&P Global $SPGI https://t.co/SoIRZJcvvN High quality stocks are now underperforming the broader S&P [---] by margins last seen during the"
X Link 2025-11-28T12:30Z 72.5K followers, 47.1K engagements
"Which stocks in the $115B market cap range are you buying"
X Link 2025-12-02T20:15Z 72.5K followers, 29.7K engagements
"Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] Marvell Technology $MRVL insiders bought few months before the rally. $ASML [---] https://t.co/Y7GJeMwFEh Marvell Technology $MRVL insiders bought few months before the rally. $ASML [---] https://t.co/Y7GJeMwFEh"
X Link 2025-12-02T23:03Z 72.5K followers, 36.1K engagements
"They are all multibaggers: Shift4 Payments $FOUR DLocal $DLO TransMedics $TMDX Hims & Hers Health $HIMS Grab Holdings $GRAB UiPath $PATH Webull $BULL Zeta Global $ZETA"
X Link 2025-12-04T21:04Z 72.5K followers, 44.6K engagements
"7. Applied Materials $AMAT - More than [---] semiconductors fabs are under construction right now and more than [--] will be built over the next [--] years they gonna need $AMAT equipment - The semiconductor industry is going to remain busy - After Liberation day CEO bought over $6 million worth of shares at $137 per share his first purchase since [----] https://twitter.com/i/web/status/1999108298285494673 https://twitter.com/i/web/status/1999108298285494673"
X Link 2025-12-11T13:25Z 72.5K followers, [----] engagements
"8. Fair Isaac Corporation $FICO - Over 90% of top U.S. lenders use FICO Scores - Rev and EPS growing 12% - Strong buybacks - Scores generate a lot cash flow - Housing market steady since Jun [----]. Eventually folks are gonna apply for mortgages"
X Link 2025-12-11T13:25Z 72.5K followers, [----] engagements
"6 Undervalued companies [--]. $GRAB - Grab Holdings Limited Grab holds a powerful moat in Southeast Asia through its super-app dominance across ride-hailing food delivery and fintech. User engagement continues to strengthen across all services with [--] million MTUs (+6M YoY) daily transactions up 27% YoY and GMV per MTU up 7% YoY reflecting both higher usage frequency and larger average transaction values. Indonesia remains Grabs fastest-growing and most profitable market supported by strong execution across both budget and premium tiers: - GrabBike Saver continues to capture price-sensitive"
X Link 2025-12-20T13:30Z 72.5K followers, 241.2K engagements
"3. $CSU - Constellation Software 1y stock performance: -26.4% Constellation Software can be considered defensive through fragmentation and indispensability a decentralized mission-critical software empire that compounds through economic cycles. CSU is the global reference model for Vertical Market Software (VMS) investing. While it may not generate the highest aggregate software revenue it is unmatched in execution owning 1000+ VMS businesses worldwide. Its most important competitive advantage is not a product but its operating philosophy. Unlike most companies that centralize capital"
X Link 2025-12-27T13:35Z 72.5K followers, [----] engagements
"4. $CPRT - Copart 1y stock performance: -33.9% Copart is not a classic defensive stock but it is a defensive compounder. The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control over 80% of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transportation fleet and logistics network providing superior speed reliability and cost control. Liquidity continues to strengthen: - All-time highs in"
X Link 2025-12-27T13:35Z 72.5K followers, 12.5K engagements
"What is your one stock pick for 2026"
X Link 2025-12-29T21:39Z 72.5K followers, 58.9K engagements
"Top Most-Mentioned Stock Picks for 2026: list for data from multiple sources and thousands of comments Amazon $AMZN Rocket Lab $RKLB AST SpaceMobile $ASTS Nebius Group $NBIS Alphabet $GOOGL Reddit $RDDT Micron Technology $MU Sofi $SOFI POET Technologies $POET Advanced Micro Devices $AMD Broadcom $AVGO Nvidia $NVDA Ondas Holdings $ONDS Intuitive Machines $LUNR Meta Platforms $META Novo Nordisk $NVO Taiwan Semiconductor $TSM UiPath $PATH Netflix $NFLX Constellation Energy $CEG Vistra $VST IREN Limited $IREN Brookfield $BN Mercadolibre $MELI Zeta Global $ZETA Uber $UBER Adobe $ADBE Copart $CPRT"
X Link 2026-01-01T14:49Z 72.5K followers, 54.1K engagements
"Semiconductor equipment just hit an all-time high. Lam Research $LRCX $190 +2.78% Pre market ASML Holding $ASML $1198 +2.96% Pre market KLA Corporation $KLAC $1305 +2.40% Pre market Applied Materials $AMAT $274 +2.27% Pre market Chip Design: NVIDIA Corporation $NVDA $191 +1.51% 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 https://t.co/XvNszQw7mo Semiconductor Supply"
X Link 2026-01-05T13:20Z 72.6K followers, 36.6K engagements
"Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday $MNDY DLocal $DLO https://twitter.com/i/web/status/2008285132659331345 https://twitter.com/i/web/status/2008285132659331345"
X Link 2026-01-05T21:11Z 72.5K followers, 33.7K engagements
"$AMD CEO Dr. Lisa Su projects that more than [--] billion people will use AI daily within the next five years. This is wild"
X Link 2026-01-06T02:47Z 72.6K followers, 29.3K engagements
"Arista Networks $ANET retained earnings and operating cash flow growing quarter after quarter zero debt and revenue and EPS are expected to grow 20% over the next three years. Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon"
X Link 2026-01-06T13:36Z 72.5K followers, 12.5K engagements
"Whats your highest conviction stock under $20 per share"
X Link 2026-01-07T21:05Z 72.6K followers, 33.6K engagements
"2. $ODD - Oddity Tech Oddity is built as an AI-native consumer platform with machine learning and automation embedded across the entire value chain. Unlike peers that apply AI selectively Oddity integrates data science directly into core operational workflows allowing efficiency and performance to improve as the business scales. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This loop shortens innovation cycles improves product-market fit and reduces the risk of failed launches. METHODIQ (Brand 3) launched on"
X Link 2026-01-10T13:30Z 72.6K followers, 14.8K engagements
"Which stock under $10 billion market cap do you think is undervalued right now"
X Link 2026-01-12T19:48Z 72.5K followers, 48K engagements
"6. $PATH - UiPath UiPath is a leader in robotic process automation (RPA) helping enterprises automate repetitive tasks using software bots to reduce costs and improve operational quality. RPA combined with AI enables smarter automation and delivers higher value to customers. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. The company has supported nearly [--] million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. As adoption grows UiPaths automation marketplace"
X Link 2026-01-17T13:43Z 72.6K followers, 23.1K engagements
"7. $CEG - Constellation Energy Corporation Constellation operates one of the largest nuclear power fleets in the U.S. generating substantial amounts of carbon-free electricity. Data centers require 24/7 reliable power with minimal interruptions making nuclear energy an ideal solution for powering energy-intensive computing facilities. Constellation has signed multi-decade power agreements to supply carbon-free electricity to major tech companies data centers. Its 20-year agreement with Meta along with long-term AI-infrastructure contracts provides predictable revenue and long-duration demand"
X Link 2026-01-17T13:43Z 72.6K followers, 23.1K engagements
"8. $ODD - Oddity Tech Oddity is a technology-driven holding company with exposure to high-growth digital platforms and software-enabled consumer brands. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. ODDITY LABS is transitioning from pure R&D into commercialization with at least eight proprietary products planned for [----] including four tied to METHODIQ. METHODIQ (Brand 3) is positioned as a telehealth-first"
X Link 2026-01-17T13:43Z 72.5K followers, 21.7K engagements
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