#  @BourbonInsider Bourbon Insider Research Bourbon Insider Research posts on X about $unh, ceo, more than, $adbe the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1862515257568043008/interactions)  - [--] Week [-------] +11% - [--] Month [---------] -8.40% - [--] Months [---------] +278% - [--] Year [---------] +95,844% ### Mentions: [--] [#](/creator/twitter::1862515257568043008/posts_active)  - [--] Week [--] -42% - [--] Month [---] -9.40% - [--] Months [---] +107% - [--] Year [---] +3,959% ### Followers: [-----] [#](/creator/twitter::1862515257568043008/followers)  - [--] Week [-----] +3.90% - [--] Month [-----] +11% - [--] Months [-----] +165% - [--] Year [-----] +23,063% ### CreatorRank: [-------] [#](/creator/twitter::1862515257568043008/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #2261 [finance](/list/finance) #4389 [technology brands](/list/technology-brands) 27.2% [cryptocurrencies](/list/cryptocurrencies) 9.6% [social networks](/list/social-networks) 3.2% [fashion brands](/list/fashion-brands) 3.2% [financial services](/list/financial-services) 2.4% [countries](/list/countries) 1.6% [luxury brands](/list/luxury-brands) 0.8% **Social topic influence** [$unh](/topic/$unh) #94, [ceo](/topic/ceo) #3480, [more than](/topic/more-than) 13.6%, [$adbe](/topic/$adbe) #109, [the first](/topic/the-first) 6.4%, [ai](/topic/ai) 6.4%, [strong](/topic/strong) 5.6%, [asml](/topic/asml) 5.6%, [$asml](/topic/$asml) 5.6%, [$amzn](/topic/$amzn) #277 **Top accounts mentioned or mentioned by** [@william_r2rclub](/creator/undefined) [@compound248](/creator/undefined) [@kaffka_franz](/creator/undefined) [@cygnushedge](/creator/undefined) [@baba_boss168](/creator/undefined) [@techequityeng](/creator/undefined) [@tim19662078](/creator/undefined) [@ocshree](/creator/undefined) [@danchesterman1](/creator/undefined) [@savasavvich](/creator/undefined) [@icon00007](/creator/undefined) [@declan_bary1](/creator/undefined) [@jimmyinvest](/creator/undefined) [@hbjam_](/creator/undefined) [@malananah](/creator/undefined) [@thephiloinvest](/creator/undefined) [@the_pro_invest](/creator/undefined) [@matheussilvae](/creator/undefined) [@grok](/creator/undefined) [@mdbbolsa](/creator/undefined) **Top assets mentioned** [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Copart, Inc. (CPRT)](/topic/$cprt) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [S&P Global Inc (SPGI)](/topic/$spgi) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [AppLovin Corporation (APP)](/topic/applovin) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [Autozone Inc (AZO)](/topic/autozone) [Micron Technology, Inc. (MU)](/topic/$mu) [Bull Market (BULL)](/topic/$bull) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [4 (FOUR)](/topic/$four) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ZetaChain (ZETA)](/topic/$zeta) [Alibaba Group (BABA)](/topic/$baba) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Microsoft Corp. (MSFT)](/topic/microsoft) [Salesforce Inc (CRM)](/topic/$crm) [Intuit Inc. (INTU)](/topic/$intu) [monday.com Ltd. (MNDY)](/topic/$mndy) [Fortinet Inc (FTNT)](/topic/$ftnt) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [SAP SE (SAP)](/topic/$sap) [Texas Pacific Land, Corp. (TPL)](/topic/texas-pacific-land-corp) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [NuCypher (NU)](/topic/$nu) [Novo-Nordisk (NVO)](/topic/$nvo) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Reddit, Inc. (RDDT)](/topic/$rddt) [Bloom Energy Corporation (BE)](/topic/$be) [Advanced Micro Devices (AMD)](/topic/$amd) [Synopsys, Inc. (SNPS)](/topic/$snps) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [MercadoLibre Inc (MELI)](/topic/$meli) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Workday Inc (WDAY)](/topic/$wday) [Oracle Corporation (ORCL)](/topic/$orcl) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [PepsiCo, Inc. (PEP)](/topic/$pep) ### Top Social Posts Top posts by engagements in the last [--] hours "Adobe Inc $ADBE: Insider Purchases [----] to 2025" [X Link](https://x.com/BourbonInsider/status/1966522092527952363) 2025-09-12T15:19Z [----] followers, 31.1K engagements "3 Deeply Undervalued Companies with Strong Moats $CPRT - Copart Stock is down 38% from its May [----] all-time high 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. Coparts moat is both structural and difficult to replicate. The company owns approximately 90% of its 19000+ acres across more than [---] global facilities giving it unmatched control over its real estate footprint. In addition Copart operates its own transportation fleet logistics and towing services providing superior speed" [X Link](https://x.com/BourbonInsider/status/2010003060718760428) 2026-01-10T14:57Z [----] followers, 39.5K engagements "Software projected EPS (GAAP) growth for 2026: HubSpot $HUBS 100%+ Workday $WDAY 70%+ monday $MNDY 50%+ AppLovin $APP 50%+ ServiceNow $NOW 30%+ Fair Isaac $FICO 30%+ Oracle $ORCL 20%+ Palo Alto Networks $PANW 20%+ Microsoft $MSFT 16%+ Salesforce $CRM 13%+ Intuit $INTU 12%+ Veeva $VEEV 12%+ SAP $SAP 10%+ Adobe $ADBE 9%+ Fortinet $FTNT 7%+ https://twitter.com/i/web/status/2018666099043168719 https://twitter.com/i/web/status/2018666099043168719" [X Link](https://x.com/BourbonInsider/status/2018666099043168719) 2026-02-03T12:41Z [----] followers, 38.5K engagements "Oaktree Capital Management (Howard Marks) 13F as Sep 2025" [X Link](https://x.com/BourbonInsider/status/2019779290158522691) 2026-02-06T14:24Z [----] followers, 95.8K engagements "$SPGI is trading at 20x earnings for the first time since [----] stock market crash" [X Link](https://x.com/BourbonInsider/status/2021394321090674716) 2026-02-11T01:22Z [----] followers, 19.6K engagements "$AMZN keeps getting cheaper" [X Link](https://x.com/BourbonInsider/status/2021655457992257705) 2026-02-11T18:39Z [----] followers, 38.2K engagements "Texas Pacific Land Corporation $TPL insiders buy every single day" [X Link](https://x.com/BourbonInsider/status/1930360973271151057) 2025-06-04T20:28Z [----] followers, [----] engagements "TransDigm Group Incorporated $TDG hasnt had negative returns since [----] They report tomorrow" [X Link](https://x.com/BourbonInsider/status/1988419065342566420) 2025-11-12T01:30Z [----] followers, [----] engagements "Don't forget $MSCI is a cannibal stock $MSCI CEO has been buying a ton of shares this year. he hasn't been this active since [----] https://t.co/iRIDLNZrRy $MSCI CEO has been buying a ton of shares this year. he hasn't been this active since [----] https://t.co/iRIDLNZrRy" [X Link](https://x.com/BourbonInsider/status/1999586431031750869) 2025-12-12T21:05Z [----] followers, 56.5K engagements "AutoZone $AZO CFO bought the dip [--] shares for $187742" [X Link](https://x.com/BourbonInsider/status/1999616695002878071) 2025-12-12T23:05Z [----] followers, 14.5K engagements "Constellation Software $CSU.TO insiders keep buying. More than $3 million this time This is such a great company" [X Link](https://x.com/BourbonInsider/status/2001629504641622305) 2025-12-18T12:23Z [----] followers, 16.8K engagements "$CPRT at current prices looks more attractive than a traditional defensive stock. The U.S. salvage vehicle auction industry functions as 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 transportation fleet logistics and towing services providing superior speed reliability and cost control in moving vehicles. Copart further expanded its market-leading liquidity this quarter: -" [X Link](https://x.com/BourbonInsider/status/2002371313164562824) 2025-12-20T13:31Z [----] followers, 14.1K engagements "$MSCI CEO owns around 3% of the company and he keeps buying more shares [--] 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 https://t.co/7hkprMDdF4 [--] 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" [X Link](https://x.com/BourbonInsider/status/2004940153551552797) 2025-12-27T15:39Z [----] followers, 53.8K engagements "Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing buybacks again or launch a bigger expansion https://twitter.com/i/web/status/2005287100229300466 https://twitter.com/i/web/status/2005287100229300466" [X Link](https://x.com/BourbonInsider/status/2005287100229300466) 2025-12-28T14:37Z [----] followers, 11.4K engagements "$MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment" [X Link](https://x.com/BourbonInsider/status/2009653882780348458) 2026-01-09T15:49Z [----] followers, 212.6K engagements "Representative Tim Moore is betting on domestic products He added Harley Davidson $HOG" [X Link](https://x.com/BourbonInsider/status/2009696434057318841) 2026-01-09T18:39Z [----] followers, [----] engagements "$WRD - WeRide Down 78% from its February [----] all-time high WeRide is emerging as a potential global leader in autonomous driving uniquely positioned as the only company simultaneously scaling Level [--] (L4) robotaxi operations and L2++ ADAS mass-production programs. This dual-track strategy bridges near-term commercialization with long-term autonomy leadership. For the first time WeRide has demonstrated healthy unit economics in a real-world city-wide commercial environment not just controlled test zones. It also secured the first-ever city-level fully driverless L4 commercial robotaxi permit" [X Link](https://x.com/BourbonInsider/status/2010003063793172788) 2026-01-10T14:57Z [----] followers, [----] engagements "Constellation Software $CSU.TO insider has purchased [--] share" [X Link](https://x.com/BourbonInsider/status/2013951107727286614) 2026-01-21T12:25Z [----] followers, 45.8K engagements "3 Stocks to buy and hold for the next years [--]. $AMZN - Amazon Amazon remains a global powerhouse across cloud infrastructure logistics e-commerce and digital advertising and is well positioned to sustain its leadership well into the next decade. AWS controls more than 30% of the global cloud market and remains the worlds largest cloud provider. By [----] AWS is expected to retain this leadership as generative AI demand continues to surge. Generative AI has already become a multi-billion-dollar revenue stream for AWS growing at triple-digit year-over-year rates with demand still outpacing" [X Link](https://x.com/BourbonInsider/status/2015057285702189472) 2026-01-24T13:41Z [----] followers, 11.5K engagements "2. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic pivot helped drive a +200% stock surge in [----]. 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 grid interconnection queues tighten and permitting becomes" [X Link](https://x.com/BourbonInsider/status/2015057291335123038) 2026-01-24T13:41Z [----] followers, [----] engagements "3. $BULL - Webull Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. 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" [X Link](https://x.com/BourbonInsider/status/2015057295244419316) 2026-01-24T13:41Z [----] followers, [----] engagements "80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share" [X Link](https://x.com/BourbonInsider/status/2015773792799187315) 2026-01-26T13:08Z [----] followers, 10.5K engagements "Nancy Pelosi still long $AMZN $GOOG and $NVDA" [X Link](https://x.com/BourbonInsider/status/2015808200226881811) 2026-01-26T15:25Z [----] followers, 70.9K engagements "$INTC CFO just purchased [----] shares for $250k Avg price $42" [X Link](https://x.com/BourbonInsider/status/2016268871510929883) 2026-01-27T21:55Z [----] followers, 54.1K engagements "$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 2030" [X Link](https://x.com/BourbonInsider/status/2016488712503251076) 2026-01-28T12:29Z [----] followers, 16.7K engagements "$ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4% YoY. If revenue reaches 39B growth would be 19% YoY. Now the interesting part: as we mentioned before the market is building a large number of semiconductor fabs. As construction nears the halfway point they will start placing new orders. Many fabs are expected to be ready by [----] which means ASML should begin receiving the majority of orders by mid-2027 [----] may not be very relevant but if the stock experiences a small correction you might find yourself a nice deal." [X Link](https://x.com/BourbonInsider/status/2016525488571797686) 2026-01-28T14:55Z [----] followers, 10.6K engagements "$NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY" [X Link](https://x.com/BourbonInsider/status/2016632120765006258) 2026-01-28T21:58Z [----] followers, 30.7K engagements "$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 $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY" [X Link](https://x.com/BourbonInsider/status/2016854402800157028) 2026-01-29T12:42Z [----] followers, 31.8K engagements "$NU is going to the US" [X Link](https://x.com/BourbonInsider/status/2016966193492484410) 2026-01-29T20:06Z [----] followers, 12.5K engagements "@compound248 Absolutely https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1 https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1" [X Link](https://x.com/BourbonInsider/status/2017570048244589035) 2026-01-31T12:05Z [----] followers, [---] engagements "$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" [X Link](https://x.com/BourbonInsider/status/2017578188121964560) 2026-01-31T12:38Z [----] followers, 52.6K engagements "2. $ZVRA - Zevra Therapeutics MIPLYFFA is the first (and currently the only) FDA-approved therapy for NiemannPick disease type C (NPC) an ultra-rare progressive and fatal neurodegenerative disorder that affects children and young adults. KP1077 now in Phase [--] for Idiopathic Hypersomnia (IH) could become the companys second major revenue driver expanding Zevra into the broader sleep neurology market. Zevra leverages extensive real-world data and multi-year clinical evidence to validate safety and disease stabilization strengthening its regulatory and commercial position. Its prodrug platform" [X Link](https://x.com/BourbonInsider/status/2017960326768038120) 2026-02-01T13:56Z [----] followers, [----] engagements "3. $JD - JDcom Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond traditional e-pharmacy. JD Logistics global footprint now spans 130+ warehouses in 23" [X Link](https://x.com/BourbonInsider/status/2017960330886881583) 2026-02-01T13:56Z [----] followers, [----] engagements "$GOOG Repurchased [---] million shares for $45.4 billion in [----] Solid" [X Link](https://x.com/BourbonInsider/status/2019395312738332719) 2026-02-05T12:58Z [----] followers, 28.2K engagements "Kimberly-Clark $KMB director just purchased over $1 million worth of the stock I think this is the biggest insider purchase ever made in this company" [X Link](https://x.com/BourbonInsider/status/2020983062251831577) 2026-02-09T22:08Z [----] followers, [----] engagements "$FOUR CEO explaining their business model.no one can explain it better than the CEO. A boring business and an easy cash flow generator. $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment experience looks like it did [--] or [--] or [--] year ago in the US. this year our focus is gonna be outside the US https://t.co/FfAviCzAT4 $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment" [X Link](https://x.com/BourbonInsider/status/2017211055643009290) 2026-01-30T12:19Z [----] followers, 12.4K engagements "3 Undervalued Companies with Strong Upside Potential [--]. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. SmartPay closed in November [----] expanding distribution across hospitality and entertainment in Australia and New Zealand. Shift4 now signs [----] new international merchants per month while diversified verticals offset domestic consumer volatility. Management" [X Link](https://x.com/BourbonInsider/status/2017960322858959028) 2026-02-01T13:56Z [----] followers, [----] engagements "$NVO CEO: The company has a bright future. They gonna lower prices in the short term to create greater demand in the future classic drug dealer" [X Link](https://x.com/BourbonInsider/status/2019082335593943464) 2026-02-04T16:15Z [----] followers, 38.8K engagements "Software % Below from all time high Moody's $MCO -16% S&P Global $SPGI -22% Booking Holdings $BKNG -23% Cadence Design System $CDNS -24% Uber $UBER -25% Microsoft $MSFT -26% Palo Alto Networks $PANW -28% Fortinet $FTNT -28% CrowdStrike $CRWD -29% ZETA $ZETA -31% Fair Isaac $FICO -36% SAP $SAP -38% Veeva $VEEV -40% Adobe $ADBE -42% AppLovin $APP -44% Intuit $INTU -45% Spotify $SPOT -45% Salesforce $CRM -48% ServiceNow $NOW -51% Constellation Software $CSU.TO -53% Duolingo $DUOL -77% monday $MNDY -70% https://twitter.com/i/web/status/2020104274898800799" [X Link](https://x.com/BourbonInsider/status/2020104274898800799) 2026-02-07T11:56Z [----] followers, 137.7K engagements "Reddit Inc $RDDT Director just purchased over $7482139 worth of shares" [X Link](https://x.com/BourbonInsider/status/2022115375929000208) 2026-02-13T01:07Z [----] followers, 55.2K engagements "Representative Gil Cisneros added several IPOs including companies related to data centers energy and more. APi Group Corporation $APG Bloom Energy Corporation $BE Quanta Services $PWR StandardAero $SARO Thermon Group Holdings $THR WaterBridge Infrastructure $WBI $UNH as well https://twitter.com/i/web/status/1977892278392832055 https://twitter.com/i/web/status/1977892278392832055" [X Link](https://x.com/BourbonInsider/status/1977892278392832055) 2025-10-14T00:20Z [----] followers, [----] engagements "David Tepper new positions in Q3 [----] Zions Bancorporation $ZION Western Alliance $WAL Truist Financial $TFC Owens Corning $OC KeyCorp $KEY Fiserv Inc. $FISV American Airlines Group Inc. $AAL AMD $AMD" [X Link](https://x.com/BourbonInsider/status/1989084669330288672) 2025-11-13T21:35Z [----] followers, [----] engagements "TransDigm Group Incorporated $TDG CEO just bought $2.6 million worth of shares" [X Link](https://x.com/BourbonInsider/status/1990536013253648766) 2025-11-17T21:42Z [----] followers, 28.3K engagements "Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj" [X Link](https://x.com/BourbonInsider/status/2003263405025853712) 2025-12-23T00:36Z [----] followers, 15.9K engagements "Abbott Laboratories $ABT CEO just purchased over $2 million worth of shares. its the largest insider purchase since 2018" [X Link](https://x.com/BourbonInsider/status/2015910879938695297) 2026-01-26T22:13Z [----] followers, [----] engagements "$UNH [----] Guidance Revenue $439B EPS GAAP $17.10 If they want to hit all-time highs they need $460B in revenue $24 GAAP EPS and more than [--] million members. its gonna take [--] or [--] more years to get there" [X Link](https://x.com/BourbonInsider/status/2016121281574240603) 2026-01-27T12:09Z [----] followers, 15.9K engagements "$MA EPS and REV growing 15%" [X Link](https://x.com/BourbonInsider/status/2018335820382445591) 2026-02-02T14:48Z [----] followers, 16K engagements "$APP Projected Rev and EPS growth for the next few years Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+ Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+" [X Link](https://x.com/BourbonInsider/status/2019071164476236244) 2026-02-04T15:30Z [----] followers, [----] engagements "$BULL is one of the few companies with strong upside potential. Before its IPO the stock was valued at $11.6 per share. If it recovers to that level the upside would be roughly 100% and thats still well below its IPO price of $50+. Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. Webull continues to enhance its platform with advanced trading tools research" [X Link](https://x.com/BourbonInsider/status/2020499849632710944) 2026-02-08T14:07Z [----] followers, [----] engagements "$CSU.TO Free cash flow yield just hit 10-year highs Totally normal" [X Link](https://x.com/BourbonInsider/status/2020853952628031731) 2026-02-09T13:35Z [----] followers, [----] engagements "$ASML keeps doing daily buybacks" [X Link](https://x.com/BourbonInsider/status/2021195594786799734) 2026-02-10T12:12Z [----] followers, [----] engagements "$ALLY insiders have been buying lately" [X Link](https://x.com/BourbonInsider/status/2015763963875668421) 2026-01-26T12:29Z [----] followers, [----] engagements "UnitedHealth $UNH: Insider Purchases [----] to 2025" [X Link](https://x.com/anyuser/status/1937285484121628884) 2025-06-23T23:03Z [----] followers, 216.5K engagements "Morningstar has raised the fair value of $OSCR from $20 to $26" [X Link](https://x.com/anyuser/status/1941173603728499051) 2025-07-04T16:33Z [----] followers, 56.1K engagements "Howard Lutnick Secretary of Commerce portfolio Largest position: BGC Group Inc. $BGC worth over $1 billion GCM Grosvenor Inc. $GCMG worth over $100 million" [X Link](https://x.com/BourbonInsider/status/1960318148239917078) 2025-08-26T12:27Z [----] followers, [----] engagements "Don't forget that Michael Burry has massive call options on $UNH and $BABA. $UNH could still reach $450 by the end of the year. His next movie is gonna be 'The big long'" [X Link](https://x.com/anyuser/status/1965758077061505263) 2025-09-10T12:43Z [----] followers, 18.2K engagements "$JD Market cap $48B vs Total cash $30B The stock price is near to book value per share wild. $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13 $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13" [X Link](https://x.com/anyuser/status/1972426499761590541) 2025-09-28T22:21Z [----] followers, 83.7K engagements "Verisk Analytics $VRSK: Three different directors purchased shares today the first insider purchase since 2024" [X Link](https://x.com/BourbonInsider/status/1985502976459329882) 2025-11-04T00:22Z [----] followers, [----] engagements "Wise Plc $WISE.L insiders were buying shares between [----] and [----]. Were getting close" [X Link](https://x.com/BourbonInsider/status/2006104054888321463) 2025-12-30T20:44Z [----] followers, [----] engagements "Diageo plc $DEO insiders have been buying shares but there is a catch: The company is trading at a 16-year low and the number of people consuming alcohol has dropped to the lowest level It's hard to predict when the trend will change and people will start drinking again" [X Link](https://x.com/BourbonInsider/status/2010800141452894513) 2026-01-12T19:44Z [----] followers, [----] engagements "Micron Technology $MU projected revenue growth for [----] [----] and 2028" [X Link](https://x.com/BourbonInsider/status/2018299201973555528) 2026-02-02T12:23Z [----] followers, 141.7K engagements "$AXON Projected Rev for [----] [----] and [----] $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr" [X Link](https://x.com/BourbonInsider/status/2018698505078882814) 2026-02-03T14:50Z [----] followers, 23.3K engagements "TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant" [X Link](https://x.com/BourbonInsider/status/2018745946775945706) 2026-02-03T17:58Z [----] followers, 23.4K engagements "$AMZN Total debt vs Operating cash flow" [X Link](https://x.com/BourbonInsider/status/2019760710805250340) 2026-02-06T13:10Z [----] followers, 34.9K engagements "$NVDA CEO: Nobody uses AI better than $META" [X Link](https://x.com/BourbonInsider/status/2019872513799647348) 2026-02-06T20:35Z [----] followers, 42.1K engagements "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: $TSM" [X Link](https://x.com/BourbonInsider/status/2020902788171997649) 2026-02-09T16:49Z [----] followers, 76.5K engagements "$TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa" [X Link](https://x.com/BourbonInsider/status/2021001641709928815) 2026-02-09T23:21Z [----] followers, 20.5K engagements "Everyone buying $SPGI at -17% this morning" [X Link](https://x.com/BourbonInsider/status/2021246407743525360) 2026-02-10T15:34Z [----] followers, [----] engagements "$AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA" [X Link](https://x.com/BourbonInsider/status/2021364614974537909) 2026-02-10T23:24Z [----] followers, 70.7K engagements "Situational Awareness LP former OpenAI researcher Leopold Aschenbrenner They just reported their AI portfolio: Bloom Energy Corporation $BE Lumentum Holdings Inc. $LITE CoreWeave Inc. $CRWV Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3 Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3" [X Link](https://x.com/BourbonInsider/status/2021629280313389413) 2026-02-11T16:55Z [----] followers, 67.3K engagements "David Vlez CEO of $NU about the $150 million investment in Tyme Group a few years ago and its future potential" [X Link](https://x.com/BourbonInsider/status/2021937706201493987) 2026-02-12T13:21Z [----] followers, [----] engagements "$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. $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools and we expect that percentage to increase over time" Strong https://t.co/F1xqr3S2fA $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our" [X Link](https://x.com/BourbonInsider/status/2021961009368571999) 2026-02-12T14:54Z [----] followers, [----] engagements "$AON Director just purchased over $1.2M worth of shares Price reported $319" [X Link](https://x.com/BourbonInsider/status/2022087524328649068) 2026-02-12T23:16Z [----] followers, [----] engagements "$RDDT Projected Rev growth for the next few years Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7" [X Link](https://x.com/BourbonInsider/status/2022296353603231862) 2026-02-13T13:06Z [----] followers, 13.7K engagements "$UBER 13F Q4 2025" [X Link](https://x.com/BourbonInsider/status/2022436471022755936) 2026-02-13T22:23Z [----] followers, [----] engagements "Assenagon Asset Management has increased its $UNH position by 500% with more than [--] million shares purchased" [X Link](https://x.com/anyuser/status/1975717610844266569) 2025-10-08T00:19Z [----] followers, 20.7K engagements "$JD stock price near book value per share high fcf yield and plenty cash Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA" [X Link](https://x.com/anyuser/status/1977403413269766453) 2025-10-12T15:58Z [----] followers, 14.9K engagements "$ADBE has been a public company for [--] years 71% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years" [X Link](https://x.com/anyuser/status/1978176974972461558) 2025-10-14T19:11Z [----] followers, 12K engagements "Davenport & Company added [------] shares of $UNH increasing its position by 26%" [X Link](https://x.com/anyuser/status/1978637981503164502) 2025-10-16T01:43Z [----] followers, [----] engagements "$CPRT has been a public company for [--] years - 68% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - 11% of the company is Cash - The company has no debt. - On average every [--] minutes someone uploads a YouTube video about Copart. (I havent checked TikTok which probably has higher engagement.)" [X Link](https://x.com/anyuser/status/1979538988718256388) 2025-10-18T13:24Z [----] followers, 44.7K engagements "$UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably similar to or close to Costco. - Its one of the hardest companies to replace. - Its unusual for this company to have two consecutive down years" [X Link](https://x.com/anyuser/status/1979887896703205500) 2025-10-19T12:30Z [----] followers, 35.4K engagements "$UBER CFO just bought a few shares its the first insider purchase since 2022" [X Link](https://x.com/anyuser/status/1980433323236421800) 2025-10-21T00:37Z [----] followers, 15.1K engagements "$MELI has been buying robots over the past [--] months. Its a long-term project it wont have an immediate impact but its expected to become increasingly relevant over the next [--] to [--] years. For now they only operate in a warehouse in So Paulo but theyre still innovating. Its still early" [X Link](https://x.com/anyuser/status/1980628906978713973) 2025-10-21T13:35Z [----] followers, 10.5K engagements "U.S. Representative Marjorie Greene added $ADBE and $AMZN" [X Link](https://x.com/anyuser/status/1980972376826253775) 2025-10-22T12:19Z [----] followers, 11.5K engagements "Torray Funds has increased its $UNH position by 16%" [X Link](https://x.com/anyuser/status/1981094120702800105) 2025-10-22T20:23Z [----] followers, [----] engagements "Mizuho Securities has increased its $UNH position by 5.21%" [X Link](https://x.com/anyuser/status/1981336190986174859) 2025-10-23T12:25Z [----] followers, [----] engagements "SG Americas Securities has increased its $UNH position by 226%. They bought [---] million shares" [X Link](https://x.com/anyuser/status/1981414034181079340) 2025-10-23T17:34Z [----] followers, [----] engagements "Constellation Software Inc $CSU.TO insiders have been buying" [X Link](https://x.com/anyuser/status/1981501192866783612) 2025-10-23T23:21Z [----] followers, 43.6K engagements "$ADBE has the lowest PEG ratio in more than [--] years and its below 1.20" [X Link](https://x.com/anyuser/status/1982429448948638017) 2025-10-26T12:49Z [----] followers, 15.3K engagements "$ZETA is one of the best small caps right now. Zeta Globals greatest competitive edge lies in its unified platform which seamlessly integrates MarTech and AdTech capabilities within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three primary use cases (customer acquisition retention and monetization) across more than [--] channels. At the heart of Zetas moat is its proprietary data cloud a powerful differentiator covering [---] million individuals globally (including [---] million active U.S. consumers) and refreshed quarterly through [---] million publisher integrations. The company" [X Link](https://x.com/anyuser/status/1982803275381399915) 2025-10-27T13:35Z [----] followers, 16.5K engagements "$UNH UnitedHealth Group raised its [----] earnings outlook to reflect net earnings of at least $14.90 per share and adjusted net earnings of at least $16.25 per share. Revenue is growing 12% and the company has +$30 billion in cash $430 is coming" [X Link](https://x.com/anyuser/status/1983139893380329481) 2025-10-28T11:52Z [----] followers, 17K engagements "UnitedHealthcare $UNH served [----] million consumers domestically up [------] YoY And people think this company is going to zero" [X Link](https://x.com/anyuser/status/1983162041876799621) 2025-10-28T13:20Z [----] followers, 11.6K engagements "Adobe $ADBE and YouTube $GOOG Partner to Boost Creator Tools for YouTube Shorts" [X Link](https://x.com/anyuser/status/1983197554163757342) 2025-10-28T15:41Z [----] followers, 13.4K engagements "$UNH buybacks remain strong. Go full cannibal" [X Link](https://x.com/anyuser/status/1983503997987111152) 2025-10-29T11:59Z [----] followers, 22.7K engagements "Samantha McLemore of Patient Capital Management has increased her $UNH position by 94%" [X Link](https://x.com/anyuser/status/1983900826562093201) 2025-10-30T14:16Z [----] followers, 21.8K engagements "Vantage Investment Partners bought [-----] shares of $UNH its their top position" [X Link](https://x.com/anyuser/status/1984010502088094130) 2025-10-30T21:32Z [----] followers, 12.8K engagements "$JPM is now one of the largest shareholders of $HIMS" [X Link](https://x.com/anyuser/status/1984269513219850261) 2025-10-31T14:41Z [----] followers, 30.1K engagements "Michael Burry Scion Asset Q3 2025: Sold 100% of $MELI and $UNH Shorting $NVDA and $PLTR Long $HAL and $LULU Halliburton means war" [X Link](https://x.com/anyuser/status/1985467505515905121) 2025-11-03T22:01Z [----] followers, 18.3K engagements "Alpha Cubed Investments added [-----] shares of $UNH increasing its position by 250%" [X Link](https://x.com/anyuser/status/1985702027515863078) 2025-11-04T13:33Z [----] followers, 39.7K engagements "Bessemer Group added [-------] shares of $UNH increasing its position by 152.26%" [X Link](https://x.com/anyuser/status/1986089306075680949) 2025-11-05T15:12Z [----] followers, 24.2K engagements "$NVO stock is currently trading near its [----] lows despite revenue having more than doubled since then. While Eli Lilly has delivered a solid 13.7% stock gain over the past year Novo has declined by 56.3% even though both companies have posted comparable growth during that period. This disconnect between stock performance and fundamental strength suggests significant potential upside for Novo as the market grows tired of semiconductor companies" [X Link](https://x.com/anyuser/status/1986798313270596089) 2025-11-07T14:10Z [----] followers, 114.7K engagements "$UNH remains one of the most undervalued companies in the health care sector. UnitedHealth continues to demonstrate exceptional fundamentals. Most notably its annual revenue now is nearly 1.5x its market capitalization an uncommon dynamic for a company of this size and scale. With over $20 billion in annual FCF and another $20 billion in cash and short-term investments the companys balance sheet remains robust and well-managed. They plan to improve the debt-to-capital ratio to around 40% by mid-2026 creating room for share repurchases to resume. In parallel UnitedHealth is exiting more than" [X Link](https://x.com/anyuser/status/1987157570138657058) 2025-11-08T13:57Z [----] followers, 18.3K engagements "$ADBE cash flow per share at all time high" [X Link](https://x.com/anyuser/status/1987580174121177539) 2025-11-09T17:56Z [----] followers, 12.6K engagements "Tredje AP-fonden added [------] shares of $UNH and it's a large position" [X Link](https://x.com/anyuser/status/1987998905360060562) 2025-11-10T21:40Z [----] followers, 16.5K engagements "$LULU has a $20 billion market cap $8 billion in assets $10 billion in revenue and a 60% gross margin. Over the past [--] years 12% of the outstanding shares have been reduced. Next year theyre expecting $11 billion in revenue. Irrational market" [X Link](https://x.com/anyuser/status/1988940453107101984) 2025-11-13T12:02Z [----] followers, 45.8K engagements "$LVMH insider added more" [X Link](https://x.com/BourbonInsider/status/1927736544699257029) 2025-05-28T14:39Z [----] followers, [----] engagements "Here is a list some of the most undervalued stocks with Insider buys: Bath & Body Works Inc. $BBWI FMC Corporation $FMC Moderna Inc. $MRNA V.F. Corporation $VFC UnitedHealth Group $UNH JD $JD (No insider buys yet) It's unclear when the companies might recover but most of these stocks are trading at 50% below fair value. https://twitter.com/i/web/status/1929619723513114707 https://twitter.com/i/web/status/1929619723513114707" [X Link](https://x.com/BourbonInsider/status/1929619723513114707) 2025-06-02T19:22Z [----] followers, [----] engagements "Herms International $RMS are buying" [X Link](https://x.com/BourbonInsider/status/1929894168693751850) 2025-06-03T13:33Z [----] followers, [---] engagements "RA Capital Management added over $1.9+ million worth of shares in Tyra Biosciences Inc. $TYRA Price Paid: $10.19 Amount Purchased: 186800+ shares" [X Link](https://x.com/BourbonInsider/status/1933163835453571191) 2025-06-12T14:05Z [----] followers, [---] engagements "PVH Corp. $PVH (Tommy Hilfiger) insider purchased $40000 worth of shares The first insider buy since 2022" [X Link](https://x.com/BourbonInsider/status/1933328470463164482) 2025-06-13T01:00Z [----] followers, [----] engagements "4 High ROIC Companies to Buy and Hold for the Next Decade Return on Invested Capital (ROIC) is one of the most critical metrics for evaluating a company's quality efficiency and ability to generate value from its capital base. Here are four companies led by elite capital allocators that consistently deliver exceptional ROIC. Thread 🧵 $NVDA - NVIDIA Corporation NVIDIA is the undisputed ROIC king in the current cycle. After a temporary dip to 24% in [----] (a level that still outperforms most large-cap tech peers) its ROIC has soared to over 140% in the latest data. With a FCF margin nearing 50%" [X Link](https://x.com/BourbonInsider/status/1935328722774548494) 2025-06-18T13:28Z [----] followers, [---] engagements "$PME - Pro Medicus Limited Pro Medicus has consistently improved its ROIC since [----] now reaching an elite 102%. This reflects exceptional capital allocation product differentiation and operational leverage in a niche medtech segment. Despite investing heavily in its Visage [--] platform and cloud-based solutions the company maintains a stellar FCF margin above 50%a rare feat in healthcare software. Additionally they remain debt-free and paid out a record half-year dividend up 38.9%. $PME secured a record number of contract wins and renewals including a major RIS renewal and a $98 million" [X Link](https://x.com/BourbonInsider/status/1935328726574567848) 2025-06-18T13:28Z [----] followers, [---] engagements "Enright Patrick G Director at Vera Therapeutics $VERA acquired approximately $5+ million in shares Price Paid: $21.11 Amount Purchased: 3596000+ shares" [X Link](https://x.com/BourbonInsider/status/1938238793787838466) 2025-06-26T14:11Z [----] followers, [---] engagements "Stone Stephen R. Pres and CEO at CoastalSouth Bancshares $COSO acquired approximately $47000+ in shares Price Paid: $21.50 Amount Purchased: 2200+ shares" [X Link](https://x.com/BourbonInsider/status/1942944528043770266) 2025-07-09T13:50Z [----] followers, [---] engagements "$SNPS director added [---] shares for $148k Robert Painter CEO of Trimble Inc has a net worth of more than $100 million" [X Link](https://x.com/BourbonInsider/status/1967947283963711839) 2025-09-16T13:42Z [----] followers, [----] engagements "Texas Pacific Land Corporation $TPL insiders buy the stock every single day" [X Link](https://x.com/BourbonInsider/status/1971203479118151722) 2025-09-25T13:21Z [----] followers, [----] engagements "A Navitas Semiconductor Corp insider purchased shares in July $NVTS $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon carbide (SiC) technologies under one roof. As AI https://t.co/rkfGB3DbVh $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon" [X Link](https://x.com/BourbonInsider/status/1983174279106826550) 2025-10-28T14:09Z [----] followers, [----] engagements "NVR Inc $NVR insider bought [--] shares for $98953. Its the first insider purchase since 2022" [X Link](https://x.com/BourbonInsider/status/1986151003624796353) 2025-11-05T19:17Z [----] followers, [----] engagements "Roper Technologies $ROP insiders are buying for the first time since [----]. he stock price is experiencing its largest drawdown since June 2022" [X Link](https://x.com/BourbonInsider/status/1988691331200496083) 2025-11-12T19:32Z [----] followers, [----] engagements "Marvell Technology $MRVL just reported its largest ever quarterly buyback without touching debt. Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja" [X Link](https://x.com/BourbonInsider/status/1996199844973867145) 2025-12-03T12:48Z [----] followers, [----] engagements "Linde PLC $LIN CEO has purchased over $1 million worth of shares" [X Link](https://x.com/BourbonInsider/status/1998490152554180977) 2025-12-09T20:29Z [----] followers, [----] engagements "$CRM has delivered the strongest AI growth in its history: - Agentforce + Data [---] ARR: $1.4B (+114% YoY) - Agentforce ARR alone: $540M (+330% YoY) - [-----] Agentforce deals closed (9500 paid) - [---] trillion tokens processed - 540B tokens in October alone (+25% MoM) In Q3 the Salesforce platform delivered: - Customers in production up 70% QoQ - 50% of AI bookings came from existing customers (expansion demand) - [---] customers reloaded Agentforce usage (vs. only [--] in early 2025) This represents the strongest consumption-based validation Salesforce has ever seen. Unlike Microsofts Copilot or" [X Link](https://x.com/BourbonInsider/status/2001295450255597667) 2025-12-17T14:16Z [----] followers, [----] engagements "$AZO insiders only buy when the stock price weakens Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm" [X Link](https://x.com/BourbonInsider/status/2003448542829117742) 2025-12-23T12:52Z [----] followers, [----] engagements "$CNI Canadian National Railway is gonna buy [--] million shares over the next [--] months" [X Link](https://x.com/BourbonInsider/status/2017344047006744946) 2026-01-30T21:07Z [----] followers, 10K engagements "$GRAB is now trading below Oaktree Capital Management (Howard Marks). Avg: $4.77" [X Link](https://x.com/BourbonInsider/status/2011904863073116659) 2026-01-15T20:54Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BourbonInsider Bourbon Insider ResearchBourbon Insider Research posts on X about $unh, ceo, more than, $adbe the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks #2261 finance #4389 technology brands 27.2% cryptocurrencies 9.6% social networks 3.2% fashion brands 3.2% financial services 2.4% countries 1.6% luxury brands 0.8%
Social topic influence $unh #94, ceo #3480, more than 13.6%, $adbe #109, the first 6.4%, ai 6.4%, strong 5.6%, asml 5.6%, $asml 5.6%, $amzn #277
Top accounts mentioned or mentioned by @william_r2rclub @compound248 @kaffka_franz @cygnushedge @baba_boss168 @techequityeng @tim19662078 @ocshree @danchesterman1 @savasavvich @icon00007 @declan_bary1 @jimmyinvest @hbjam_ @malananah @thephiloinvest @the_pro_invest @matheussilvae @grok @mdbbolsa
Top assets mentioned UnitedHealth Group (UNH) Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Copart, Inc. (CPRT) ServiceNow Inc (NOW) Now Coin (NOW) S&P Global Inc (SPGI) TransDigm Group, Inc. (TDG) AppLovin Corporation (APP) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) Autozone Inc (AZO) Micron Technology, Inc. (MU) Bull Market (BULL) Alphabet Inc Class A (GOOGL) 4 (FOUR) Uber Technologies, Inc. (UBER) ZetaChain (ZETA) Alibaba Group (BABA) Palo Alto Networks Inc (PANW) Microsoft Corp. (MSFT) Salesforce Inc (CRM) Intuit Inc. (INTU) monday.com Ltd. (MNDY) Fortinet Inc (FTNT) Veeva Systems, Inc. (VEEV) SAP SE (SAP) Texas Pacific Land, Corp. (TPL) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) NuCypher (NU) Novo-Nordisk (NVO) Cadence Design Systems Inc (CDNS) Crowdstrike Holdings Inc (CRWD) Reddit, Inc. (RDDT) Bloom Energy Corporation (BE) Advanced Micro Devices (AMD) Synopsys, Inc. (SNPS) Grab Holdings Limited Class A Ordinary Shares (GRAB) Marvell Technology Inc (MRVL) MercadoLibre Inc (MELI) Lululemon Athletica Inc (LULU) Workday Inc (WDAY) Oracle Corporation (ORCL) HUBSPOT, INC. (HUBS) PepsiCo, Inc. (PEP)
Top posts by engagements in the last [--] hours
"Adobe Inc $ADBE: Insider Purchases [----] to 2025"
X Link 2025-09-12T15:19Z [----] followers, 31.1K engagements
"3 Deeply Undervalued Companies with Strong Moats $CPRT - Copart Stock is down 38% from its May [----] all-time high 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. Coparts moat is both structural and difficult to replicate. The company owns approximately 90% of its 19000+ acres across more than [---] global facilities giving it unmatched control over its real estate footprint. In addition Copart operates its own transportation fleet logistics and towing services providing superior speed"
X Link 2026-01-10T14:57Z [----] followers, 39.5K engagements
"Software projected EPS (GAAP) growth for 2026: HubSpot $HUBS 100%+ Workday $WDAY 70%+ monday $MNDY 50%+ AppLovin $APP 50%+ ServiceNow $NOW 30%+ Fair Isaac $FICO 30%+ Oracle $ORCL 20%+ Palo Alto Networks $PANW 20%+ Microsoft $MSFT 16%+ Salesforce $CRM 13%+ Intuit $INTU 12%+ Veeva $VEEV 12%+ SAP $SAP 10%+ Adobe $ADBE 9%+ Fortinet $FTNT 7%+ https://twitter.com/i/web/status/2018666099043168719 https://twitter.com/i/web/status/2018666099043168719"
X Link 2026-02-03T12:41Z [----] followers, 38.5K engagements
"Oaktree Capital Management (Howard Marks) 13F as Sep 2025"
X Link 2026-02-06T14:24Z [----] followers, 95.8K engagements
"$SPGI is trading at 20x earnings for the first time since [----] stock market crash"
X Link 2026-02-11T01:22Z [----] followers, 19.6K engagements
"$AMZN keeps getting cheaper"
X Link 2026-02-11T18:39Z [----] followers, 38.2K engagements
"Texas Pacific Land Corporation $TPL insiders buy every single day"
X Link 2025-06-04T20:28Z [----] followers, [----] engagements
"TransDigm Group Incorporated $TDG hasnt had negative returns since [----] They report tomorrow"
X Link 2025-11-12T01:30Z [----] followers, [----] engagements
"Don't forget $MSCI is a cannibal stock $MSCI CEO has been buying a ton of shares this year. he hasn't been this active since [----] https://t.co/iRIDLNZrRy $MSCI CEO has been buying a ton of shares this year. he hasn't been this active since [----] https://t.co/iRIDLNZrRy"
X Link 2025-12-12T21:05Z [----] followers, 56.5K engagements
"AutoZone $AZO CFO bought the dip [--] shares for $187742"
X Link 2025-12-12T23:05Z [----] followers, 14.5K engagements
"Constellation Software $CSU.TO insiders keep buying. More than $3 million this time This is such a great company"
X Link 2025-12-18T12:23Z [----] followers, 16.8K engagements
"$CPRT at current prices looks more attractive than a traditional defensive stock. The U.S. salvage vehicle auction industry functions as 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 transportation fleet logistics and towing services providing superior speed reliability and cost control in moving vehicles. Copart further expanded its market-leading liquidity this quarter: -"
X Link 2025-12-20T13:31Z [----] followers, 14.1K engagements
"$MSCI CEO owns around 3% of the company and he keeps buying more shares [--] 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 https://t.co/7hkprMDdF4 [--] 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"
X Link 2025-12-27T15:39Z [----] followers, 53.8K engagements
"Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing buybacks again or launch a bigger expansion https://twitter.com/i/web/status/2005287100229300466 https://twitter.com/i/web/status/2005287100229300466"
X Link 2025-12-28T14:37Z [----] followers, 11.4K engagements
"$MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment"
X Link 2026-01-09T15:49Z [----] followers, 212.6K engagements
"Representative Tim Moore is betting on domestic products He added Harley Davidson $HOG"
X Link 2026-01-09T18:39Z [----] followers, [----] engagements
"$WRD - WeRide Down 78% from its February [----] all-time high WeRide is emerging as a potential global leader in autonomous driving uniquely positioned as the only company simultaneously scaling Level [--] (L4) robotaxi operations and L2++ ADAS mass-production programs. This dual-track strategy bridges near-term commercialization with long-term autonomy leadership. For the first time WeRide has demonstrated healthy unit economics in a real-world city-wide commercial environment not just controlled test zones. It also secured the first-ever city-level fully driverless L4 commercial robotaxi permit"
X Link 2026-01-10T14:57Z [----] followers, [----] engagements
"Constellation Software $CSU.TO insider has purchased [--] share"
X Link 2026-01-21T12:25Z [----] followers, 45.8K engagements
"3 Stocks to buy and hold for the next years [--]. $AMZN - Amazon Amazon remains a global powerhouse across cloud infrastructure logistics e-commerce and digital advertising and is well positioned to sustain its leadership well into the next decade. AWS controls more than 30% of the global cloud market and remains the worlds largest cloud provider. By [----] AWS is expected to retain this leadership as generative AI demand continues to surge. Generative AI has already become a multi-billion-dollar revenue stream for AWS growing at triple-digit year-over-year rates with demand still outpacing"
X Link 2026-01-24T13:41Z [----] followers, 11.5K engagements
"2. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic pivot helped drive a +200% stock surge in [----]. 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 grid interconnection queues tighten and permitting becomes"
X Link 2026-01-24T13:41Z [----] followers, [----] engagements
"3. $BULL - Webull Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. 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"
X Link 2026-01-24T13:41Z [----] followers, [----] engagements
"80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share"
X Link 2026-01-26T13:08Z [----] followers, 10.5K engagements
"Nancy Pelosi still long $AMZN $GOOG and $NVDA"
X Link 2026-01-26T15:25Z [----] followers, 70.9K engagements
"$INTC CFO just purchased [----] shares for $250k Avg price $42"
X Link 2026-01-27T21:55Z [----] followers, 54.1K engagements
"$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 2030"
X Link 2026-01-28T12:29Z [----] followers, 16.7K engagements
"$ASML total sales are now expected to be between 34B and 39B. If we close [----] with 34B in revenue growth would be 4% YoY. If revenue reaches 39B growth would be 19% YoY. Now the interesting part: as we mentioned before the market is building a large number of semiconductor fabs. As construction nears the halfway point they will start placing new orders. Many fabs are expected to be ready by [----] which means ASML should begin receiving the majority of orders by mid-2027 [----] may not be very relevant but if the stock experiences a small correction you might find yourself a nice deal."
X Link 2026-01-28T14:55Z [----] followers, 10.6K engagements
"$NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY"
X Link 2026-01-28T21:58Z [----] followers, 30.7K engagements
"$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 $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY $NOW "there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow" CEO Bill McDermott Subscription revenues is up 21% YoY https://t.co/qpA51i22sY"
X Link 2026-01-29T12:42Z [----] followers, 31.8K engagements
"$NU is going to the US"
X Link 2026-01-29T20:06Z [----] followers, 12.5K engagements
"@compound248 Absolutely https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1 https://finance.yahoo.com/news/shift4-payments-ceo-taylor-lauber-160920793.htmlguccounter=1"
X Link 2026-01-31T12:05Z [----] followers, [---] engagements
"$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"
X Link 2026-01-31T12:38Z [----] followers, 52.6K engagements
"2. $ZVRA - Zevra Therapeutics MIPLYFFA is the first (and currently the only) FDA-approved therapy for NiemannPick disease type C (NPC) an ultra-rare progressive and fatal neurodegenerative disorder that affects children and young adults. KP1077 now in Phase [--] for Idiopathic Hypersomnia (IH) could become the companys second major revenue driver expanding Zevra into the broader sleep neurology market. Zevra leverages extensive real-world data and multi-year clinical evidence to validate safety and disease stabilization strengthening its regulatory and commercial position. Its prodrug platform"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements
"3. $JD - JDcom Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond traditional e-pharmacy. JD Logistics global footprint now spans 130+ warehouses in 23"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements
"$GOOG Repurchased [---] million shares for $45.4 billion in [----] Solid"
X Link 2026-02-05T12:58Z [----] followers, 28.2K engagements
"Kimberly-Clark $KMB director just purchased over $1 million worth of the stock I think this is the biggest insider purchase ever made in this company"
X Link 2026-02-09T22:08Z [----] followers, [----] engagements
"$FOUR CEO explaining their business model.no one can explain it better than the CEO. A boring business and an easy cash flow generator. $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment experience looks like it did [--] or [--] or [--] year ago in the US. this year our focus is gonna be outside the US https://t.co/FfAviCzAT4 $FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment"
X Link 2026-01-30T12:19Z [----] followers, 12.4K engagements
"3 Undervalued Companies with Strong Upside Potential [--]. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. SmartPay closed in November [----] expanding distribution across hospitality and entertainment in Australia and New Zealand. Shift4 now signs [----] new international merchants per month while diversified verticals offset domestic consumer volatility. Management"
X Link 2026-02-01T13:56Z [----] followers, [----] engagements
"$NVO CEO: The company has a bright future. They gonna lower prices in the short term to create greater demand in the future classic drug dealer"
X Link 2026-02-04T16:15Z [----] followers, 38.8K engagements
"Software % Below from all time high Moody's $MCO -16% S&P Global $SPGI -22% Booking Holdings $BKNG -23% Cadence Design System $CDNS -24% Uber $UBER -25% Microsoft $MSFT -26% Palo Alto Networks $PANW -28% Fortinet $FTNT -28% CrowdStrike $CRWD -29% ZETA $ZETA -31% Fair Isaac $FICO -36% SAP $SAP -38% Veeva $VEEV -40% Adobe $ADBE -42% AppLovin $APP -44% Intuit $INTU -45% Spotify $SPOT -45% Salesforce $CRM -48% ServiceNow $NOW -51% Constellation Software $CSU.TO -53% Duolingo $DUOL -77% monday $MNDY -70% https://twitter.com/i/web/status/2020104274898800799"
X Link 2026-02-07T11:56Z [----] followers, 137.7K engagements
"Reddit Inc $RDDT Director just purchased over $7482139 worth of shares"
X Link 2026-02-13T01:07Z [----] followers, 55.2K engagements
"Representative Gil Cisneros added several IPOs including companies related to data centers energy and more. APi Group Corporation $APG Bloom Energy Corporation $BE Quanta Services $PWR StandardAero $SARO Thermon Group Holdings $THR WaterBridge Infrastructure $WBI $UNH as well https://twitter.com/i/web/status/1977892278392832055 https://twitter.com/i/web/status/1977892278392832055"
X Link 2025-10-14T00:20Z [----] followers, [----] engagements
"David Tepper new positions in Q3 [----] Zions Bancorporation $ZION Western Alliance $WAL Truist Financial $TFC Owens Corning $OC KeyCorp $KEY Fiserv Inc. $FISV American Airlines Group Inc. $AAL AMD $AMD"
X Link 2025-11-13T21:35Z [----] followers, [----] engagements
"TransDigm Group Incorporated $TDG CEO just bought $2.6 million worth of shares"
X Link 2025-11-17T21:42Z [----] followers, 28.3K engagements
"Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj AutoZone $AZO CFO bought the dip [--] shares for $187742 https://t.co/NK1xVhAsmj"
X Link 2025-12-23T00:36Z [----] followers, 15.9K engagements
"Abbott Laboratories $ABT CEO just purchased over $2 million worth of shares. its the largest insider purchase since 2018"
X Link 2026-01-26T22:13Z [----] followers, [----] engagements
"$UNH [----] Guidance Revenue $439B EPS GAAP $17.10 If they want to hit all-time highs they need $460B in revenue $24 GAAP EPS and more than [--] million members. its gonna take [--] or [--] more years to get there"
X Link 2026-01-27T12:09Z [----] followers, 15.9K engagements
"$MA EPS and REV growing 15%"
X Link 2026-02-02T14:48Z [----] followers, 16K engagements
"$APP Projected Rev and EPS growth for the next few years Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+ Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+"
X Link 2026-02-04T15:30Z [----] followers, [----] engagements
"$BULL is one of the few companies with strong upside potential. Before its IPO the stock was valued at $11.6 per share. If it recovers to that level the upside would be roughly 100% and thats still well below its IPO price of $50+. Webull serves more than [--] million registered users worldwide highlighting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure and long-term expansion opportunities. Webull continues to enhance its platform with advanced trading tools research"
X Link 2026-02-08T14:07Z [----] followers, [----] engagements
"$CSU.TO Free cash flow yield just hit 10-year highs Totally normal"
X Link 2026-02-09T13:35Z [----] followers, [----] engagements
"$ASML keeps doing daily buybacks"
X Link 2026-02-10T12:12Z [----] followers, [----] engagements
"$ALLY insiders have been buying lately"
X Link 2026-01-26T12:29Z [----] followers, [----] engagements
"UnitedHealth $UNH: Insider Purchases [----] to 2025"
X Link 2025-06-23T23:03Z [----] followers, 216.5K engagements
"Morningstar has raised the fair value of $OSCR from $20 to $26"
X Link 2025-07-04T16:33Z [----] followers, 56.1K engagements
"Howard Lutnick Secretary of Commerce portfolio Largest position: BGC Group Inc. $BGC worth over $1 billion GCM Grosvenor Inc. $GCMG worth over $100 million"
X Link 2025-08-26T12:27Z [----] followers, [----] engagements
"Don't forget that Michael Burry has massive call options on $UNH and $BABA. $UNH could still reach $450 by the end of the year. His next movie is gonna be 'The big long'"
X Link 2025-09-10T12:43Z [----] followers, 18.2K engagements
"$JD Market cap $48B vs Total cash $30B The stock price is near to book value per share wild. $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13 $JD is similar to $BABA High FCF yield and stock price trading near book value per share https://t.co/qs7kPW5c13"
X Link 2025-09-28T22:21Z [----] followers, 83.7K engagements
"Verisk Analytics $VRSK: Three different directors purchased shares today the first insider purchase since 2024"
X Link 2025-11-04T00:22Z [----] followers, [----] engagements
"Wise Plc $WISE.L insiders were buying shares between [----] and [----]. Were getting close"
X Link 2025-12-30T20:44Z [----] followers, [----] engagements
"Diageo plc $DEO insiders have been buying shares but there is a catch: The company is trading at a 16-year low and the number of people consuming alcohol has dropped to the lowest level It's hard to predict when the trend will change and people will start drinking again"
X Link 2026-01-12T19:44Z [----] followers, [----] engagements
"Micron Technology $MU projected revenue growth for [----] [----] and 2028"
X Link 2026-02-02T12:23Z [----] followers, 141.7K engagements
"$AXON Projected Rev for [----] [----] and [----] $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr $AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr"
X Link 2026-02-03T14:50Z [----] followers, 23.3K engagements
"TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant"
X Link 2026-02-03T17:58Z [----] followers, 23.4K engagements
"$AMZN Total debt vs Operating cash flow"
X Link 2026-02-06T13:10Z [----] followers, 34.9K engagements
"$NVDA CEO: Nobody uses AI better than $META"
X Link 2026-02-06T20:35Z [----] followers, 42.1K engagements
"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: $TSM"
X Link 2026-02-09T16:49Z [----] followers, 76.5K engagements
"$TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa"
X Link 2026-02-09T23:21Z [----] followers, 20.5K engagements
"Everyone buying $SPGI at -17% this morning"
X Link 2026-02-10T15:34Z [----] followers, [----] engagements
"$AMZN 13F Q4 [----] New positions: BETA Technologies Inc. $BETA"
X Link 2026-02-10T23:24Z [----] followers, 70.7K engagements
"Situational Awareness LP former OpenAI researcher Leopold Aschenbrenner They just reported their AI portfolio: Bloom Energy Corporation $BE Lumentum Holdings Inc. $LITE CoreWeave Inc. $CRWV Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3 Bloom Energy $BE CEO with a very simple thesis involving natural gas https://t.co/tD3fPVy4j3"
X Link 2026-02-11T16:55Z [----] followers, 67.3K engagements
"David Vlez CEO of $NU about the $150 million investment in Tyme Group a few years ago and its future potential"
X Link 2026-02-12T13:21Z [----] followers, [----] engagements
"$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. $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools and we expect that percentage to increase over time" Strong https://t.co/F1xqr3S2fA $SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our"
X Link 2026-02-12T14:54Z [----] followers, [----] engagements
"$AON Director just purchased over $1.2M worth of shares Price reported $319"
X Link 2026-02-12T23:16Z [----] followers, [----] engagements
"$RDDT Projected Rev growth for the next few years Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7"
X Link 2026-02-13T13:06Z [----] followers, 13.7K engagements
"$UBER 13F Q4 2025"
X Link 2026-02-13T22:23Z [----] followers, [----] engagements
"Assenagon Asset Management has increased its $UNH position by 500% with more than [--] million shares purchased"
X Link 2025-10-08T00:19Z [----] followers, 20.7K engagements
"$JD stock price near book value per share high fcf yield and plenty cash Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA Asymmetric Opportunities: UiPath $PATH DLocal $DLO Webull $BULL Grab $GRAB Shift4 $FOUR JD $JD MSCI $MSCI Marvell $MRVL Alibaba $BABA"
X Link 2025-10-12T15:58Z [----] followers, 14.9K engagements
"$ADBE has been a public company for [--] years 71% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years"
X Link 2025-10-14T19:11Z [----] followers, 12K engagements
"Davenport & Company added [------] shares of $UNH increasing its position by 26%"
X Link 2025-10-16T01:43Z [----] followers, [----] engagements
"$CPRT has been a public company for [--] years - 68% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - 11% of the company is Cash - The company has no debt. - On average every [--] minutes someone uploads a YouTube video about Copart. (I havent checked TikTok which probably has higher engagement.)"
X Link 2025-10-18T13:24Z [----] followers, 44.7K engagements
"$UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably similar to or close to Costco. - Its one of the hardest companies to replace. - Its unusual for this company to have two consecutive down years"
X Link 2025-10-19T12:30Z [----] followers, 35.4K engagements
"$UBER CFO just bought a few shares its the first insider purchase since 2022"
X Link 2025-10-21T00:37Z [----] followers, 15.1K engagements
"$MELI has been buying robots over the past [--] months. Its a long-term project it wont have an immediate impact but its expected to become increasingly relevant over the next [--] to [--] years. For now they only operate in a warehouse in So Paulo but theyre still innovating. Its still early"
X Link 2025-10-21T13:35Z [----] followers, 10.5K engagements
"U.S. Representative Marjorie Greene added $ADBE and $AMZN"
X Link 2025-10-22T12:19Z [----] followers, 11.5K engagements
"Torray Funds has increased its $UNH position by 16%"
X Link 2025-10-22T20:23Z [----] followers, [----] engagements
"Mizuho Securities has increased its $UNH position by 5.21%"
X Link 2025-10-23T12:25Z [----] followers, [----] engagements
"SG Americas Securities has increased its $UNH position by 226%. They bought [---] million shares"
X Link 2025-10-23T17:34Z [----] followers, [----] engagements
"Constellation Software Inc $CSU.TO insiders have been buying"
X Link 2025-10-23T23:21Z [----] followers, 43.6K engagements
"$ADBE has the lowest PEG ratio in more than [--] years and its below 1.20"
X Link 2025-10-26T12:49Z [----] followers, 15.3K engagements
"$ZETA is one of the best small caps right now. Zeta Globals greatest competitive edge lies in its unified platform which seamlessly integrates MarTech and AdTech capabilities within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three primary use cases (customer acquisition retention and monetization) across more than [--] channels. At the heart of Zetas moat is its proprietary data cloud a powerful differentiator covering [---] million individuals globally (including [---] million active U.S. consumers) and refreshed quarterly through [---] million publisher integrations. The company"
X Link 2025-10-27T13:35Z [----] followers, 16.5K engagements
"$UNH UnitedHealth Group raised its [----] earnings outlook to reflect net earnings of at least $14.90 per share and adjusted net earnings of at least $16.25 per share. Revenue is growing 12% and the company has +$30 billion in cash $430 is coming"
X Link 2025-10-28T11:52Z [----] followers, 17K engagements
"UnitedHealthcare $UNH served [----] million consumers domestically up [------] YoY And people think this company is going to zero"
X Link 2025-10-28T13:20Z [----] followers, 11.6K engagements
"Adobe $ADBE and YouTube $GOOG Partner to Boost Creator Tools for YouTube Shorts"
X Link 2025-10-28T15:41Z [----] followers, 13.4K engagements
"$UNH buybacks remain strong. Go full cannibal"
X Link 2025-10-29T11:59Z [----] followers, 22.7K engagements
"Samantha McLemore of Patient Capital Management has increased her $UNH position by 94%"
X Link 2025-10-30T14:16Z [----] followers, 21.8K engagements
"Vantage Investment Partners bought [-----] shares of $UNH its their top position"
X Link 2025-10-30T21:32Z [----] followers, 12.8K engagements
"$JPM is now one of the largest shareholders of $HIMS"
X Link 2025-10-31T14:41Z [----] followers, 30.1K engagements
"Michael Burry Scion Asset Q3 2025: Sold 100% of $MELI and $UNH Shorting $NVDA and $PLTR Long $HAL and $LULU Halliburton means war"
X Link 2025-11-03T22:01Z [----] followers, 18.3K engagements
"Alpha Cubed Investments added [-----] shares of $UNH increasing its position by 250%"
X Link 2025-11-04T13:33Z [----] followers, 39.7K engagements
"Bessemer Group added [-------] shares of $UNH increasing its position by 152.26%"
X Link 2025-11-05T15:12Z [----] followers, 24.2K engagements
"$NVO stock is currently trading near its [----] lows despite revenue having more than doubled since then. While Eli Lilly has delivered a solid 13.7% stock gain over the past year Novo has declined by 56.3% even though both companies have posted comparable growth during that period. This disconnect between stock performance and fundamental strength suggests significant potential upside for Novo as the market grows tired of semiconductor companies"
X Link 2025-11-07T14:10Z [----] followers, 114.7K engagements
"$UNH remains one of the most undervalued companies in the health care sector. UnitedHealth continues to demonstrate exceptional fundamentals. Most notably its annual revenue now is nearly 1.5x its market capitalization an uncommon dynamic for a company of this size and scale. With over $20 billion in annual FCF and another $20 billion in cash and short-term investments the companys balance sheet remains robust and well-managed. They plan to improve the debt-to-capital ratio to around 40% by mid-2026 creating room for share repurchases to resume. In parallel UnitedHealth is exiting more than"
X Link 2025-11-08T13:57Z [----] followers, 18.3K engagements
"$ADBE cash flow per share at all time high"
X Link 2025-11-09T17:56Z [----] followers, 12.6K engagements
"Tredje AP-fonden added [------] shares of $UNH and it's a large position"
X Link 2025-11-10T21:40Z [----] followers, 16.5K engagements
"$LULU has a $20 billion market cap $8 billion in assets $10 billion in revenue and a 60% gross margin. Over the past [--] years 12% of the outstanding shares have been reduced. Next year theyre expecting $11 billion in revenue. Irrational market"
X Link 2025-11-13T12:02Z [----] followers, 45.8K engagements
"$LVMH insider added more"
X Link 2025-05-28T14:39Z [----] followers, [----] engagements
"Here is a list some of the most undervalued stocks with Insider buys: Bath & Body Works Inc. $BBWI FMC Corporation $FMC Moderna Inc. $MRNA V.F. Corporation $VFC UnitedHealth Group $UNH JD $JD (No insider buys yet) It's unclear when the companies might recover but most of these stocks are trading at 50% below fair value. https://twitter.com/i/web/status/1929619723513114707 https://twitter.com/i/web/status/1929619723513114707"
X Link 2025-06-02T19:22Z [----] followers, [----] engagements
"Herms International $RMS are buying"
X Link 2025-06-03T13:33Z [----] followers, [---] engagements
"RA Capital Management added over $1.9+ million worth of shares in Tyra Biosciences Inc. $TYRA Price Paid: $10.19 Amount Purchased: 186800+ shares"
X Link 2025-06-12T14:05Z [----] followers, [---] engagements
"PVH Corp. $PVH (Tommy Hilfiger) insider purchased $40000 worth of shares The first insider buy since 2022"
X Link 2025-06-13T01:00Z [----] followers, [----] engagements
"4 High ROIC Companies to Buy and Hold for the Next Decade Return on Invested Capital (ROIC) is one of the most critical metrics for evaluating a company's quality efficiency and ability to generate value from its capital base. Here are four companies led by elite capital allocators that consistently deliver exceptional ROIC. Thread 🧵 $NVDA - NVIDIA Corporation NVIDIA is the undisputed ROIC king in the current cycle. After a temporary dip to 24% in [----] (a level that still outperforms most large-cap tech peers) its ROIC has soared to over 140% in the latest data. With a FCF margin nearing 50%"
X Link 2025-06-18T13:28Z [----] followers, [---] engagements
"$PME - Pro Medicus Limited Pro Medicus has consistently improved its ROIC since [----] now reaching an elite 102%. This reflects exceptional capital allocation product differentiation and operational leverage in a niche medtech segment. Despite investing heavily in its Visage [--] platform and cloud-based solutions the company maintains a stellar FCF margin above 50%a rare feat in healthcare software. Additionally they remain debt-free and paid out a record half-year dividend up 38.9%. $PME secured a record number of contract wins and renewals including a major RIS renewal and a $98 million"
X Link 2025-06-18T13:28Z [----] followers, [---] engagements
"Enright Patrick G Director at Vera Therapeutics $VERA acquired approximately $5+ million in shares Price Paid: $21.11 Amount Purchased: 3596000+ shares"
X Link 2025-06-26T14:11Z [----] followers, [---] engagements
"Stone Stephen R. Pres and CEO at CoastalSouth Bancshares $COSO acquired approximately $47000+ in shares Price Paid: $21.50 Amount Purchased: 2200+ shares"
X Link 2025-07-09T13:50Z [----] followers, [---] engagements
"$SNPS director added [---] shares for $148k Robert Painter CEO of Trimble Inc has a net worth of more than $100 million"
X Link 2025-09-16T13:42Z [----] followers, [----] engagements
"Texas Pacific Land Corporation $TPL insiders buy the stock every single day"
X Link 2025-09-25T13:21Z [----] followers, [----] engagements
"A Navitas Semiconductor Corp insider purchased shares in July $NVTS $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon carbide (SiC) technologies under one roof. As AI https://t.co/rkfGB3DbVh $NVTS is a small cap nobody talks about and has a durable moat in the future of AI infrastructure. Navitas stands out as the only pure-play wide-bandgap (WBG) semiconductor company offering both gallium nitride (GaN) and silicon"
X Link 2025-10-28T14:09Z [----] followers, [----] engagements
"NVR Inc $NVR insider bought [--] shares for $98953. Its the first insider purchase since 2022"
X Link 2025-11-05T19:17Z [----] followers, [----] engagements
"Roper Technologies $ROP insiders are buying for the first time since [----]. he stock price is experiencing its largest drawdown since June 2022"
X Link 2025-11-12T19:32Z [----] followers, [----] engagements
"Marvell Technology $MRVL just reported its largest ever quarterly buyback without touching debt. Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja Marvell Technology $MRVL insiders bought the dip before the company repurchased more than $1.3 billion worth of shares $ASML [---] https://t.co/1rMOriugja"
X Link 2025-12-03T12:48Z [----] followers, [----] engagements
"Linde PLC $LIN CEO has purchased over $1 million worth of shares"
X Link 2025-12-09T20:29Z [----] followers, [----] engagements
"$CRM has delivered the strongest AI growth in its history: - Agentforce + Data [---] ARR: $1.4B (+114% YoY) - Agentforce ARR alone: $540M (+330% YoY) - [-----] Agentforce deals closed (9500 paid) - [---] trillion tokens processed - 540B tokens in October alone (+25% MoM) In Q3 the Salesforce platform delivered: - Customers in production up 70% QoQ - 50% of AI bookings came from existing customers (expansion demand) - [---] customers reloaded Agentforce usage (vs. only [--] in early 2025) This represents the strongest consumption-based validation Salesforce has ever seen. Unlike Microsofts Copilot or"
X Link 2025-12-17T14:16Z [----] followers, [----] engagements
"$AZO insiders only buy when the stock price weakens Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm Another Autozone $AZO insider buying dip - The company is having its largest correction since [----]. - Three insiders have purchased shares this month - Autozone is a cannibal stock with more than 46% share reduction in less than [--] years https://t.co/oOzp7s6yUm"
X Link 2025-12-23T12:52Z [----] followers, [----] engagements
"$CNI Canadian National Railway is gonna buy [--] million shares over the next [--] months"
X Link 2026-01-30T21:07Z [----] followers, 10K engagements
"$GRAB is now trading below Oaktree Capital Management (Howard Marks). Avg: $4.77"
X Link 2026-01-15T20:54Z [----] followers, [----] engagements
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