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

Several major tech companies have reported significant growth and advancements, including Alphabet ($GOOG) with its first-ever $XXX billion quarter, Amazon ($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: XXXXXXXXX [#](/creator/twitter::251912158/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +35%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +334%

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

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

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

- X Week XXXXXX +1.30%
- X Month XXXXXX +5.70%
- X Months XXXXXX +43%
- X Year XXXXXX +294%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #86 [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  #461 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #771, [$amzn](/topic/$amzn) #31, [strong](/topic/strong) #1041, [$asml](/topic/$asml) #15, [asml](/topic/asml) #32, [$goog](/topic/$goog) #1, [$ma](/topic/$ma) #49, [$fico](/topic/$fico) #2, [ceo](/topic/ceo) #9, [$msci](/topic/$msci) #1

**Top accounts mentioned or mentioned by**
[@stockstormx](/creator/undefined) [@awnihamad](/creator/undefined) [@degcap](/creator/undefined) [@richardwedekin1](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@icc_andy](/creator/undefined) [@sportsfounder](/creator/undefined) [@dalyamanagement](/creator/undefined) [@clearedgetrades](/creator/undefined) [@bedurion](/creator/undefined) [@oga_studio](/creator/undefined) [@gainifyio](/creator/undefined) [@thetikr](/creator/undefined) [@specialkdelslay](/creator/undefined) [@eren_chin](/creator/undefined) [@frontrangehq](/creator/undefined) [@niumingye](/creator/undefined) [@bearleekungfu](/creator/undefined) [@this_just_in89](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [UiPath, Inc. (PATH)](/topic/$path) [S&P Global Inc (SPGI)](/topic/$spgi) [4 (FOUR)](/topic/$four) [Copart, Inc. (CPRT)](/topic/$cprt) [MercadoLibre Inc (MELI)](/topic/$meli) [Adobe, Inc. (ADBE)](/topic/$adbe) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Metadium (META)](/topic/$meta) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Now Coin (NOW)](/topic/$now) [Intuit Inc. (INTU)](/topic/$intu) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [NuCypher (NU)](/topic/$nu) [ServiceNow Inc (NOW)](/topic/servicenow) [UnitedHealth Group (UNH)](/topic/$unh) [Cream (CRM)](/topic/$crm) [ZetaChain (ZETA)](/topic/$zeta) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Synopsys, Inc. (SNPS)](/topic/$snps) [Bull Market (BULL)](/topic/$bull) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Visa, Inc. (V)](/topic/visa-inc) [Novo-Nordisk (NVO)](/topic/$nvo) [Effect.AI (EFX)](/topic/$efx) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Salesforce Inc (CRM)](/topic/salesforce) [Alibaba Group (BABA)](/topic/$baba) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Humana Inc (HUM)](/topic/$hum) [Molina Healthcare, Inc. (MOH)](/topic/$moh)
### Top Social Posts
Top posts by engagements in the last XX hours

"We are building more than XXX semiconductor fabs and $ASML holds a significant equipment market share"  
[X Link](https://x.com/BourbonCap/status/1995872277196644857)  2025-12-02T15:06Z 67.4K followers, 25.3K engagements


"6 Stocks to Buy and Hold for the Next Decade X. $GOOG - Alphabet Alphabet remains the dominant force in global digital advertising through Google Search and YouTube with search volume boosted by a XX% adoption surge in Google Lens. YouTube continues expanding into live sports connected TV and subscription services. Advertising revenue rose XX% YoY to $XXXX billion while paid subscriptions surpassed XXX million users (+21% YoY) cementing YouTube as a true dual-revenue engine. Alphabets AI strategy is accelerating rapidly. AI Overviews now reach over X billion monthly users across 200+"  
[X Link](https://x.com/BourbonCap/status/1992225308297032098)  2025-11-22T13:35Z 67.4K followers, 443.8K engagements


"$ADBE is gonna report this week Revenue is expected to grow X% YoY and EPS XX% YoY $ADBE CEO XX days ago: "we believe our stock is undervalued so we are buying back a lot of our shares right now" Adobe has double beaten estimates every quarter since March 2020"  
[X Link](https://x.com/BourbonCap/status/1998023226195406946)  2025-12-08T13:33Z 67.4K followers, 52.1K engagements


"UiPath $PATH is Such a hidden gem"  
[X Link](https://x.com/BourbonCap/status/1976990944177406266)  2025-10-11T12:39Z 67.4K followers, 208.4K engagements


"Many high-ROIC companies with 12%+ EPS growth are having a slow year are you buying Meta Platforms $META is up X% YTD Stock price is down XX% from its highs Return on Capital: XX% Earnings yield: X% EPS has been growing XX% Adobe Inc $ADBE is down -XX% YTD Stock price is down XX% from its highs Return on Capital: XX% Earnings yield: X% EPS has been growing XX% Strong buybacks MSIC $MSCI is down -X% YTD Stock price is down XX% from its highs Return on Capital: XX% EPS has been growing XX% Cannibal stock Mastercard $MA is up X% YTD Stock price is down X% from its highs Return on Capital: 68%"  
[X Link](https://x.com/BourbonCap/status/1986936464920449039)  2025-11-07T23:19Z 67.4K followers, 38K engagements


"5 Stocks I would buy now and hold for the next years. X. $AMZN Amazon remains a global powerhouse across cloud infrastructure logistics e-commerce and digital advertising and is well-positioned to maintain leadership into the next decade. AWS holds more than XX% of the global cloud market and remains the largest cloud provider in the world. By 2035 AWS is expected to retain this position as generative AI demand explodes. Generative AI demand is now a multibillion-dollar business growing at triple-digit YoY rates with demand outpacing supply. Trainium2 & Trainium3 chips delivered 3040% better"  
[X Link](https://x.com/BourbonCap/status/1989687245608001608)  2025-11-15T13:29Z 67.4K followers, 440.6K engagements


"$CPRT just hit $XXXX billion in cash vs Total Liabilities 961M"  
[X Link](https://x.com/BourbonCap/status/1991628895620329702)  2025-11-20T22:05Z 67.4K followers, 60.7K engagements


"High quality stocks are now underperforming the broader S&P XXX 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 -XXXX% YTD S&P Global $SPGI -XXXX% YTD Amazon $AMZN -XXXX% YTD Meta $META +0.62% YTD TransDigm Group $TDG +4.78% YTD Copart $CPRT -XX% YTD Intercontinental Exchange $ICE -XXXX% YTD Fair Isaac Corporation $FICO -XX% YTD Axon Enterprise $AXON -XX% YTD Booking Holdings $BKNG -X% YTD Fortinet $FTNT -XX% YTD Adobe $ADBE -XX% YTD ServiceNow $NOW -XX% YTD"  
[X Link](https://x.com/BourbonCap/status/1991849492224618881)  2025-11-21T12:41Z 67.4K followers, 253.5K engagements


"$CPRT Total cash vs Total Liabilities The company has been accumulating cash since June 2022. when most companies turned ultra conservative. - No buybacks since 2019 - operating cash flow all time high - Zero debt - Operating income X operating expenses - Outstanding management"  
[X Link](https://x.com/BourbonCap/status/1991933911216296400)  2025-11-21T18:17Z 67.4K followers, 30.3K engagements


"$GOOG CEO: I would say quantum is there where maybe AI was X years ago This is wild from XX years to XX years to XX years to X years in less than XX months"  
[X Link](https://x.com/BourbonCap/status/1992932639691686101)  2025-11-24T12:25Z 67.4K followers, 322.6K engagements


"$MA Mastercard is another magnificent business underperforming and being ignored - Rev growing XX% - EPS growing XX% - Gross margin XXX% - Free Cash Flow Margin XX% - Operating income Operating expenses - Strong buybacks: XX% share reduction in the lest 10y"  
[X Link](https://x.com/BourbonCap/status/1993349532483310007)  2025-11-25T16:02Z 67.4K followers, 163.2K engagements


"Cash is the ultimate expression of optionality a non-correlated asset that grants you the power to act when others are paralyzed by fear. Jim Simons Berkshire Hathaway $BRK.B is patiently waiting to deploy its cash"  
[X Link](https://x.com/BourbonCap/status/1994063938451808357)  2025-11-27T15:21Z 67.4K followers, 15.8K engagements


"Michael Burry is long $FOUR"  
[X Link](https://x.com/BourbonCap/status/1994193891084370233)  2025-11-27T23:57Z 67.4K followers, 55.8K engagements


"Semicon Europa 2025 XXX new fabs by 2028 30+ additional fabs will be available by 2030 XX new fabs in United States X new fabs in Europe XX new fabs in Asia $ASML is gonna sell a lot EUV equipment over the next decade ASML is expecting XX and XX billion in revenue by 2030. they gonna make more money"  
[X Link](https://x.com/BourbonCap/status/1994404604797165638)  2025-11-28T13:54Z 67.4K followers, 57.2K 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 XX% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transport fleet logistics and towing services providing superior speed and cost control in moving vehicles. At the core of Coparts operations is its proprietary VB3 platform an industry-leading technology supporting over 750000 active buyers across 190+ countries. This"  
[X Link](https://x.com/BourbonCap/status/1994761806137417759)  2025-11-29T13:34Z 67.4K followers, 14.8K engagements


"We're building more than XXX semiconductor fabs Who will benefit from it Equipment and Tools: $ASML $AMAT $LRCX $KLAC"  
[X Link](https://x.com/BourbonCap/status/1995461532872790290)  2025-12-01T11:54Z 67.4K followers, 64.3K engagements


"$GOOG CEO is talking about data centers in space in every interview hes doing"  
[X Link](https://x.com/BourbonCap/status/1995476713032011817)  2025-12-01T12:54Z 67.4K followers, 14.7M engagements


"The average Wall Street price target for Amazon $AMZN is $XXX Sounds great but Amazon is literally building the modern world so anything under $1000 per share isnt enough"  
[X Link](https://x.com/BourbonCap/status/1995545511797854346)  2025-12-01T17:28Z 67.4K followers, 34.2K engagements


"Traditional banks still have a ridiculous number of employees compared to digital banks $NU has more than XXX million active customers with fewer than 9000 workers"  
[X Link](https://x.com/BourbonCap/status/1995916132436279597)  2025-12-02T18:01Z 67.4K followers, 11.8K engagements


"Which stocks in the $115B market cap range are you buying"  
[X Link](https://x.com/BourbonCap/status/1995949886899192251)  2025-12-02T20:15Z 67.4K followers, 29.6K engagements


"Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $XXX billion worth of shares $ASML 2.0"  
[X Link](https://x.com/BourbonCap/status/1995992274568651227)  2025-12-02T23:03Z 67.4K followers, 35.4K engagements


"$AMZN is another giant building its own chips theyre going to remove the middleman and produce more affordables chips Chip designers will keep raising prices 3040% every year you have no choice but to become self-reliant Long $AMZN"  
[X Link](https://x.com/BourbonCap/status/1996232317908496832)  2025-12-03T14:57Z 67.4K followers, 34.7K engagements


"3. $DLO - DLocal Limited 5y Revenue Growth: XXX% 5y Cash Growth: XXX% Debt/Equity: 0.13x 5-year stock performance: -XX% 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 XX% YoY and XX% QoQ marking its fourth consecutive quarter above XX% YoY growth. The company is positioned to dominate cross-border payments"  
[X Link](https://x.com/BourbonCap/status/1997295675520794718)  2025-12-06T13:22Z 67.4K followers, 15.4K engagements


"If youd like to read our full analysis for these companies its available in our group along with detailed analysis on 90+ companies and scorecard analysis with earning results for over XXX stocks"  
[X Link](https://x.com/BourbonCap/status/1997295686434554360)  2025-12-06T13:22Z 67.4K followers, 22.2K engagements


"YouTube $GOOG is still the largest streaming platform in the US"  
[X Link](https://x.com/BourbonCap/status/1998005155879440673)  2025-12-08T12:22Z 67.4K followers, 33.6K engagements


"Huh I've been told that $GOOG was going to go to zero and get disrupted"  
[X Link](https://x.com/BourbonCap/status/1998044227687850136)  2025-12-08T14:57Z 67.4K followers, 23.8K engagements


"$GRAB has turned profitable this year Endless possibilities for this company including autonomous vehicles and banking"  
[X Link](https://x.com/BourbonCap/status/1998092537760993429)  2025-12-08T18:09Z 67.4K followers, 25K engagements


"I know you love tech stocks and buy everything from the same industry but Healthcare is undervalued right now Oversold stocks $HUM Humana $CNC Centene Corp $MOH Molina Healthcare $ELV Elevance Health"  
[X Link](https://x.com/BourbonCap/status/1839001649181819037)  2024-09-25T17:58Z 67K followers, 3552 engagements


"10 stocks to buy and hold for the next XX years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research EVs AI data storage energy etc.; we need $ASML for the next XX years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"  
[X Link](https://x.com/BourbonCap/status/1866886116567052332)  2024-12-11T16:41Z 67K followers, 1.2M engagements


"Moderna Inc $MRNA insider added $X million worth of shares"  
[X Link](https://x.com/BourbonCap/status/1897038737575702734)  2025-03-04T21:37Z 67K followers, 25.3K engagements


"The following companies are going to hit a $X trillion market cap: ASML Holding $ASML Advanced Micro Devices $AMD ServiceNow $NOW Mercadolibre $MELI Visa Inc $V Mastercard $MA Walmart Inc. $WMT Tencent Holdings $TCEHY The following companies are going to hit a $XXX billion market cap: Novo Nordisk A/S $NVO UnitedHealth Group $UNH Louis Vuitton $LVMH Exxon Mobil Corporation $XOM Oracle Corporation $ORCL Costco Wholesale $COST Alibaba $BABA Samsung Electronics Co The following companies are going to hit a $XXX billion market cap: Grab Holdings $GRAB MSCI Inc. $MSCI Cadence Design Systems $CDNS"  
[X Link](https://x.com/BourbonCap/status/1929562390774874242)  2025-06-02T15:34Z 67K followers, 50.5K engagements


"Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there He has beat the market since 2008 with less than XX stocks Fair Isaac Corporation $FICO S&P Global Inc. $SPGI Mastercard Incorporated $MA Visa Inc. $V Intuit Inc. $INTU ASML Holding N.V. $ASML (He bought at $780) Equifax Inc. $EFX (He bought at $250) MSCI Inc. $MSCI (He bought at $600) I would add $AMZN or $MELI to his portfolio and leave it there for the next XX years"  
[X Link](https://x.com/BourbonCap/status/1942201337392881886)  2025-07-07T12:37Z 67.4K followers, 31.7K engagements


"Texas Pacific Land Corporation $TPL its down XX% from its highs The stock has grown at XXXX% per year delivering over 2000% returns in XX years. The stock has a lot of volatility but it's worth taking a look. I'm gonna make a bigger post next week"  
[X Link](https://x.com/BourbonCap/status/1953478015956009276)  2025-08-07T15:27Z 67K followers, 10.3K engagements


"Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at XXXX% per year delivering over 1522% returns in XX years. Let me tell you about it🧵"  
[X Link](https://x.com/BourbonCap/status/1959969020947370200)  2025-08-25T13:20Z 67.2K followers, 31.9K engagements


"Altarock Partners has achieved an annualized return of XXXX% since 2013. Their portfolio is simple with just a few holdings and minimal changes. Over XX% of their portfolio consists of three companies: the largest software company in the world the largest e-commerce in the world and a third stock that is currently experiencing a correction but has not had a negative year since 2008. The third stock is worth keeping on your watchlist. Let me tell you about it🧵"  
[X Link](https://x.com/BourbonCap/status/1965403064849875299)  2025-09-09T13:13Z 67.2K followers, 23.7K engagements


"Holdings Q2 2025 TransDigm Group Incorporated $TDG is the largest position representing over XX% of their portfolio and the company is currently having a correction. The stock has grown at XX% per year delivering over XXX% returns in XX years Transdigm hasnt had a single red year since 2008 The second largest position is Amazon $AMZN one of the largest e-commerce companies in the world which is expected to generate $X trillion in revenue in the coming years. The third largest position is Microsoft $MSFT the largest software company in the world which remains one of the most difficult"  
[X Link](https://x.com/BourbonCap/status/1965403067735589018)  2025-09-09T13:13Z 67K followers, 3309 engagements


"Stocks with wide moats trading at a PEG ratio below 2: $LLY XXX (Insiders added few weeks ago) $MRVL XXX (Insiders added at $77) $ADBE XXXX (its close to the lowest PEG) $CRM XXXX (Lowest PEG rate ever) $NVO XXXX (Lowest PEG ratio in XX years) $ASML XXXX (The stock price below $XXX is lovely) $NOW XXXX $MELI XXXX (The company is still growing massively) $FICO XXXX (Lowest PEG ration in XX years) $GOOG XXXX (The stock price was suppressed for no reason) Intuitive Surgical $ISRG is a company I like a lot and It's heavily involved in robotics. Its PEG ratio remains high but I believe we could"  
[X Link](https://x.com/BourbonCap/status/1967569974672637997)  2025-09-15T12:43Z 67.1K followers, 43.7K 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 67.3K followers, 42.9K engagements


"Favorite Monopolies and Oligopolies: Taiwan Semiconductor $TSM S&P Global $SPGI MSCI $MSCI Visa $V Intuitive Surgical $ISRG Microsoft Corporation $MSFT American Express $AXP Axon Enterprise $AXON Cadence Design Systems $CDNS Synopsys $SNPS Arista Networks $ANET Mastercard $MA Intuit $INTU Equinix $EQIX ASML Holding $ASML Alphabet $GOOG Amazon $AMZN Fair Isaac $FICO MercadoLibre $MELI TransDigm Group $TDG Canadian National Railway $CNI Copart $CPRT Novo Nordisk $NVO"  
[X Link](https://x.com/BourbonCap/status/1970895952023031869)  2025-09-24T16:59Z 67.2K followers, 23.4K engagements


"FactSet Research $FDS CEO added shares; it's the first insider purchase since 2005 Wild"  
[X Link](https://x.com/BourbonCap/status/1971314856927338937)  2025-09-25T20:44Z 67.2K followers, 8745 engagements


"Fintech CEO and Chairman with skin in the game: $NU CEO owns XX% of the company Revolut CEO owns XX% of the company $WISE CEO owns XX% of the company $BULL Founder owns XX% of the company $FOUR Founder owns XX% of the company $DLO insiders owns +45% of the company"  
[X Link](https://x.com/BourbonCap/status/1972376948849680709)  2025-09-28T19:04Z 66.3K followers, 63.9K engagements


"Constellation Software $CSU is currently trading at its lowest valuation since 2022 marking the biggest crash this company has ever experienced but insiders are buying"  
[X Link](https://x.com/BourbonCap/status/1973015836639301917)  2025-09-30T13:23Z 67K followers, 45.5K 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 XX% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT"  
[X Link](https://x.com/BourbonCap/status/1973117411436957869)  2025-09-30T20:07Z 67K followers, 67.8K 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"  
[X Link](https://x.com/BourbonCap/status/1979183369133932765)  2025-10-17T13:51Z 67.4K followers, 67.4K engagements


"What are your highest conviction energy stocks"  
[X Link](https://x.com/BourbonCap/status/1979553177096671707)  2025-10-18T14:20Z 66.7K followers, 28.2K engagements


"Whats your highest conviction stock right now"  
[X Link](https://x.com/BourbonCap/status/1980766290097881423)  2025-10-21T22:40Z 67.4K followers, 43.9K engagements


"Copart $CPRT doesnt like to do buybacks but - XX% of the company is in cash - No debt - The company has been accumulating cash and is now at an all-time high Imagine if they ever get serious"  
[X Link](https://x.com/BourbonCap/status/1981087047382421657)  2025-10-22T19:55Z 67.4K followers, 23.8K 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 -XXXX% YTD Fair Isaac Corporation $FICO -XXXXX% YTD Mastercard $MA +8.51% YTD Moody's Corporation $MCO -XXXX% YTD Visa $V +9.28% YTD Intuit $INTU +6.73% YTD ASML $ASML +46.85% YTD Equifax $EFX -XXXX% YTD MSCI $MSCI -XXXXX% YTD"  
[X Link](https://x.com/BourbonCap/status/1981334551319183829)  2025-10-23T12:19Z 67.2K followers, 29K engagements


"Fair Isaac Corporation $FICO - Operating income has surpassed operating expenses - The company expects to generate $X billion in free cash flow over the next few years - Revenue and EPS are growing by more than XX% - FICO Scores are used in over XX% of U.S. lending decisions - No signs of disruption - Strong pricing power Arguably one of the best businesses ever created. Long $FICO"  
[X Link](https://x.com/BourbonCap/status/1981753113015882090)  2025-10-24T16:02Z 67.4K followers, 19K engagements


"Semiconductors remain busy and price targets are being raised 'Given the ongoing strength of our business we are raising our full year outlook to approximately XX% revenue growth and XX% EPS growth' Anirudh Devgan $CDNS CEO"  
[X Link](https://x.com/BourbonCap/status/1983145658979639452)  2025-10-28T12:15Z 67.1K followers, 5143 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: XXXX% ROIC: XX% Debt/Equity: 0.76x 1-year performance: -XXXX% UnitedHealth serves over XX 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/BourbonCap/status/1984630748863688929)  2025-11-01T14:36Z 67.4K followers, 698.3K engagements


"Which robotics stocks do you think will dominate the next decade"  
[X Link](https://x.com/BourbonCap/status/1985410124387680405)  2025-11-03T18:13Z 67.3K followers, 24.4K engagements


"Fair Isaac $FICO is such a magnificent business Revenue is up XX% YoY Return on Capital XXXXX% (All time high) EPS is up XX% YoY Operating Cash flow is up XX% YoY Patiently waiting to buy more"  
[X Link](https://x.com/BourbonCap/status/1986472811343274113)  2025-11-06T16:36Z 67.4K followers, 11.6K engagements


"TransDigm Group $TDG usually increases buybacks when the stock price is weak. During fiscal 2025 TransDigm repurchased approximately 400000 shares of its common stock at an average price of $1247 per share for a total amount of approximately $XXX billion. Subsequent to the quarter-end in October 2025 TransDigm repurchased approximately 80000 additional shares at an average price of $1250 per share totaling around $XXX billion. To give you an idea the largest buyback theyve done in the past XX years was in 2022 totaling over $XXXX billion. Now in fiscal 2025 theyve reported a similar figure"  
[X Link](https://x.com/BourbonCap/status/1988596305644413040)  2025-11-12T13:14Z 67.1K followers, 25.8K engagements


"$FOUR consistently buybacks below $XXX million over the past few years but after Q3 2025 the board has approved a $X billion buyback for the first time. Jared Isaacman bought $XX million worth of shares at $XX and another $XX million at $XX. They know the company is mispriced and they're buying back as much as they can"  
[X Link](https://x.com/BourbonCap/status/1988640323090661829)  2025-11-12T16:09Z 66.3K followers, 29.5K engagements


"David Tepper Q3 2025 He bought a lot of Whirlpool Corporation $WHR and $BABA remains his largest position. He sold XX% of $UNH"  
[X Link](https://x.com/BourbonCap/status/1989078650281693488)  2025-11-13T21:11Z 67.3K followers, 37.7K 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 -XX% YTD Booking Holdings $BKNG +1.60% YTD Meta Platforms $META +4.09% YTD MSCI $MSCI -XXX% YTD Fair Isaac $FICO -XXXXX% YTD Airbnb $ABNB -XXXX% YTD Synopsys $SNPS -XXXXX% YTD Fortinet $FTNT -XXXXX% YTD ServiceNow $NOW -XXXXX% YTD S&P Global $SPGI -XXXX% YTD Verisk Analytics $VRSK -XXXXX% YTD Axon Enterprise $AXON -XXXX% 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 67.1K followers, 56K 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 66.7K followers, 23.6K 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 -X% Cisco Systems $CSCO -X% Taiwan Semiconductor $TSM -X% Intuitive Surgical $ISRG -X% Broadcom $AVGO -XX% KLA Corporation $KLAC -XX% Applied Materials $AMAT -XX% Microsoft $MSFT -XX% Amazon $AMZN -XX% Lam Research $LRCX -XX% Nvidia $NVDA -XX% Uber $UBER -XX% ASML $ASML -XX% Shopify $SHOP -XX% Palo Alto Networks $PANW -XX% Micron Technology $MU -XX% Booking Holdings $BKNG -XX% Intuit $INTU -XX% Tesla $TSLA -XX% Cadence Design $CDNS -XX% Netflix $NFLX"  
[X Link](https://x.com/BourbonCap/status/1992763140132487376)  2025-11-24T01:12Z 67.1K followers, 62.4K engagements


"Goldman Sachs $GS Says $ASML could see massive revenue surge by 2030 as demand for key AI component EUV soars "revenue could more than double its 2030 expectations" ASML expects revenue between XX billion and XX billion by 2030 anything above XX billion is gonna be a huge win Long $ASML"  
[X Link](https://x.com/BourbonCap/status/1993310301341532409)  2025-11-25T13:26Z 67.3K followers, 29.6K engagements


"Amazon $AMZN just launched the world's fastest Satellite internet antenna "Theres so much invention packed into this final design from the phased array architecture to the custom silicon and it shows up in the performance: up to X Gbps down and XXX Mbps up making it the fastest most powerful customer terminal in production" Panos Panay Senior Vice President of Devices & Services at Amazon Amazon is gonna be everywhere"  
[X Link](https://x.com/BourbonCap/status/1993326237356364154)  2025-11-25T14:29Z 66.3K followers, 17.5K engagements


"Every single time: it happened to $META its happening to $GOOG right now and it will happen to $AMZN"  
[X Link](https://x.com/BourbonCap/status/1993377087944610107)  2025-11-25T17:51Z 67.4K followers, 74.3K engagements


"$AMZN is the most popular e-commerce platform in Europes five largest economies"  
[X Link](https://x.com/BourbonCap/status/1993459980117418154)  2025-11-25T23:21Z 66.8K followers, 19.1K engagements


"$ASML CEO Christophe Fouquet: 'AI Boom Is Just The Tip Of The Iceberg' Despite the trade war and export restrictions ASML is preparing for an AI boom. "For the industry this is not a bubble. Servers supercomputers they are just the tip of the iceberg" says ASML CEO Christophe Fouquet in this interview in NRC. ASML has been buying shares almost every week"  
[X Link](https://x.com/BourbonCap/status/1993715174256087387)  2025-11-26T16:15Z 67K followers, 22.2K engagements


"$V Visa or $MA Mastercard Visa: - Rev growing XX% - EPS growing XX% - Gross margins: XX% - FCF Margins XX% - Operating income Operating expenses - 10yr Share Reduction: 21%"  
[X Link](https://x.com/BourbonCap/status/1993745053802746236)  2025-11-26T18:13Z 67.4K followers, 96.5K engagements


"Booking Holdings $BKNG 10y share reducion: -XX% To give you an idea: O'Reilly -XX% (10y share reduction) FICO -XX% Paypal -XX% Visa -XX% Mastercard -XX% This company is the definition of a cannibal stock"  
[X Link](https://x.com/BourbonCap/status/1994383379463319782)  2025-11-28T12:30Z 67.1K followers, 46.6K engagements


"$GOOG Alphabet's CEO reiterates that they are going to build data centers in space"  
[X Link](https://x.com/BourbonCap/status/1994431891819073775)  2025-11-28T15:43Z 66.3K followers, 14.2K engagements


"2. $TMDX - TransMedics Group TransMedics Organ Care System (OCS) is the only FDA-approved portable multi-organ warm perfusion platform that preserves hearts lungs and livers in a near-physiologic state during transport. The companys National OCS Program (NOP) now coordinates over 4000 U.S. transplants annually (up from 1000 in 2023) reducing failed procurements by XX% and transforming TMDX into a vertically integrated logistics and clinical services provider. Recent international expansion includes a partnership with Mercedes-Benz to create a dedicated organ transport network in Italy laying"  
[X Link](https://x.com/BourbonCap/status/1994761789377040696)  2025-11-29T13:34Z 67K followers, 12.7K engagements


"3. $MP - MP Materials MP Materials operates Mountain Pass one of the richest rare-earth deposits globally and the only large-scale fully integrated rare-earth mine and processing facility in the Western Hemisphere. MP supplies 10%+ of global rare-earth production and is rapidly becoming the first U.S. producer capable of mining beneficiating separating refining and soon manufacturing both light and heavy rare earths. By mid-2026 MP is on track to produce more than XXX MT+ of dysprosium and terbium annually critical elements for high-temperature EV motors robotics defense systems and advanced"  
[X Link](https://x.com/BourbonCap/status/1994761794171064635)  2025-11-29T13:34Z 67K followers, 12.6K 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 XX% YoY to XXX million supported by strong retention rates above-market enrollment and Special Enrollment Period (SEP) additions. The company expanded into XX states including new markets in Alabama and Mississippi deepening its national footprint. With the ACA marketplace expected to reach XX million covered lives in 2026 Oscar has meaningful headroom to expand its addressable"  
[X Link](https://x.com/BourbonCap/status/1994761801980842290)  2025-11-29T13:34Z 67.1K followers, 11.9K engagements


"Constellation Software $CSU.TO another giant falling into a correction Lowest EV/EBITDA since 2022 and the largest correction the company has ever had"  
[X Link](https://x.com/BourbonCap/status/1981831591635956204)  2025-10-24T21:14Z 67.4K followers, 30.8K engagements


"$MSCI purchased XXX million shares at $XXX and the CEO bought $X million worth of shares at $XXX and another $X million worth at $XXX a few weeks ago. Recurring subscription revenue is up X% and the retention rate remains close to XX% A quality asymmetric opportunity right there"  
[X Link](https://x.com/BourbonCap/status/1983185623943889333)  2025-10-28T14:54Z 67.4K followers, 54.9K engagements


"6 Non-Tech Companies with Exceptional Long-Term Potential The technology sector has dominated markets in recent years but many companies outside traditional tech are positioned for significant long-term growth. X. $MA - Mastercard Mastercard continues to strengthen its leadership across three pillars: consumer payments commercial flows and services & solutions (VASS) a structure that supports sustained multi-year growth. The company has secured major partnerships and renewals across the U.S. Latin America and EMEA improving long-term revenue visibility even in a softer 2025 macro environment."  
[X Link](https://x.com/BourbonCap/status/1994761784876519535)  2025-11-29T13:34Z 67.4K followers, 110.1K engagements


"Alibaba $BABA Chairman Joe Tsai: "We developed cloud computing really out of necessity out of the need to become self-reliant" "If we continue to use third-party software and hardware we will later on hand over all of our profits to these technology vendors" I absolutely love Alibabas mindset. Just a few companies out there are trying to remove the middlemen and trying to be self-reliant. The company went from having excessive technology vendors eating all their profits to developing their own cloud computing then to building their own chips data centers drones AI models robots etc. Soon they"  
[X Link](https://x.com/BourbonCap/status/1995127894029263295)  2025-11-30T13:48Z 67.4K followers, 105.5K engagements


"Mastercard $MA operating cash flow will soon exceed total debt something we havent seen since 2017 But the best part. Theyve been repurchasing $XX billion every quarter since 2019 yet total debt has barely moved"  
[X Link](https://x.com/BourbonCap/status/1995842653603402149)  2025-12-02T13:09Z 67.4K followers, 27.3K engagements


"Salesforce $CRM Q3 2026 - Revenue up XX% YoY -$3.8 Billion in share repurchases - Raises full year 2026 revenue. "We are raising fiscal year 2026 revenue guidance to $XXXXX billion to $XXXXX billion and Q3 cRPO was exceptional""  
[X Link](https://x.com/BourbonCap/status/1996326538770268254)  2025-12-03T21:11Z 67.4K followers, 9282 engagements


"UiPath $PATH operating income turned positive for the first time Retention rate and subscriptions remain strong Revenue growing XX% More than $XXX billion in cash We delivered solid third quarter results exceeding guidance across the board and achieving our first GAAP profitable third quarter said Ashim Gupta Such a hidden gem in a world that is moving toward automation"  
[X Link](https://x.com/BourbonCap/status/1996332008096567759)  2025-12-03T21:33Z 67.4K followers, 57.5K engagements


"$PATH operating income turned postive for the first time Its still early and this hidden gem hasnt been discovered by the market yet"  
[X Link](https://x.com/BourbonCap/status/1996622503570296967)  2025-12-04T16:47Z 67.4K followers, 48.3K 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 67.4K followers, 44K engagements


"$AMZN remains one of the largest robotics companies in the world but $PATH is such a hidden gem"  
[X Link](https://x.com/BourbonCap/status/1996917482553331809)  2025-12-05T12:20Z 67.4K followers, 14.3K engagements


"It's happening. everyone is talking about $GOOG"  
[X Link](https://x.com/BourbonCap/status/1997053047659180423)  2025-12-05T21:18Z 67.4K followers, 10.3K engagements


"2. $JD - JDcom 5y Revenue Growth: XX% 5y Cash Growth: X% Debt/Equity: 0.37x 5-year stock performance: -XX% 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 XX% of the population with 90%+ of urban orders delivered within XX 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 67.4K followers, 16.3K engagements


"4. $MELI - MercadoLibre 5y Revenue Growth: XXX% 5y Cash Growth: XXX% Debt/Equity: 1.5x 5-year stock performance: +32% MercadoLibre remains one of the most dominant ecosystems in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel no competitor can replicate. MELI reached 76.8M unique active buyers (+26% YoY) its highest since Q1 2021. It continues to expand aggressively in Colombia Chile Ecuador and Peru markets where e-commerce penetration is still in early stages. Its credit portfolio is up XXX% YoY while maintaining record-low defaults. It"  
[X Link](https://x.com/BourbonCap/status/1997295679698292890)  2025-12-06T13:22Z 67.4K followers, 15K engagements


"5. $BULL - Webull Corporation 4y Revenue Growth: XX% 4y Cash Growth: XXX% Debt/Equity: 0.11x 1-year stock performance: -XX% Webull has emerged as one of the worlds fastest-growing multi-asset trading platforms. By leveraging massive user engagement data (trading behavior sentiment and activity) Webull enhances client retention and monetization through premium features and advanced analytics. It has grown into a global investment platform serving over XX million registered users across XX markets including the U.S. Hong Kong Singapore Japan the UK and Australia. Its Premium Subscription"  
[X Link](https://x.com/BourbonCap/status/1997295683494109291)  2025-12-06T13:22Z 67.4K followers, 19K engagements


"When you invest in $AMZN you gonna own a piece of almost everything: - One of the largest logistics services in the world - One of the largest ecommerce companies in the world - One of the best streaming services - The most popular e-commerce platform across Europes five largest economies - The world's fastest satellite internet antenna - The largest robotic and drone fleet on the planet - One of the largest tech R&D labs in the world - The largest cloud computing company in the world - One of the largest hyperscale data center operators in the world - Amazon Payments one of the largest"  
[X Link](https://x.com/BourbonCap/status/1997660832725934394)  2025-12-07T13:33Z 67.4K followers, 44.6K engagements


"$AMZN and $GOOG are never included in the semiconductor ecosystem"  
[X Link](https://x.com/BourbonCap/status/1996555008872259829)  2025-12-04T12:19Z 67.4K followers, 43.7K engagements


"5 Stocks with Strong Potential in 2026 Here are five stocks that I believe offer significant upside potential heading into 2026 supported by strong fundamentals expanding market opportunities and attractive valuations. X. $PATH - UiPath 5y Revenue Growth: XX% 5y Cash Growth: XXX% Debt/Equity: 0.04x 5-year stock performance: -XX% UiPath is the global leader in Robotic Process Automation (RPA) enabling large enterprises to automate repetitive workflows such as data entry compliance reporting customer service and internal operations. Since launching its next-generation AI automation suite UiPath"  
[X Link](https://x.com/BourbonCap/status/1997295667442598363)  2025-12-06T13:22Z 67.4K followers, 162.6K engagements


"Building this many data centers while doing almost nothing to increase electricity David Tepper said a year ago that natural gas would be needed"  
[X Link](https://x.com/BourbonCap/status/1998371413284327876)  2025-12-09T12:37Z 67.4K followers, 8121 engagements