# ![@BourbonInsider Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1862515257568043008.png) @BourbonInsider Bourbon Insider Research

Bourbon Insider Research posts on X about $unh, more than, ceo, $adbe the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1862515257568043008/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862515257568043008/c:line/m:interactions.svg)

- [--] Week [-------] +11%
- [--] Month [---------] -8.40%
- [--] Months [---------] +278%
- [--] Year [---------] +95,844%

### Mentions: [--] [#](/creator/twitter::1862515257568043008/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862515257568043008/c:line/m:posts_active.svg)

- [--] Week [--] -42%
- [--] Month [---] -9.40%
- [--] Months [---] +107%
- [--] Year [---] +3,959%

### Followers: [-----] [#](/creator/twitter::1862515257568043008/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862515257568043008/c:line/m:followers.svg)

- [--] Week [-----] +3.90%
- [--] Month [-----] +11%
- [--] Months [-----] +165%
- [--] Year [-----] +23,063%

### CreatorRank: [-------] [#](/creator/twitter::1862515257568043008/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862515257568043008/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6206 [finance](/list/finance)  38.13% [technology brands](/list/technology-brands)  30.22% [cryptocurrencies](/list/cryptocurrencies)  9.35% [financial services](/list/financial-services)  3.6% [social networks](/list/social-networks)  2.88% [countries](/list/countries)  1.44% [fashion brands](/list/fashion-brands)  1.44%

**Social topic influence**
[$unh](/topic/$unh) #115, [more than](/topic/more-than) #2537, [ceo](/topic/ceo) #4126, [$adbe](/topic/$adbe) #99, [cash flow](/topic/cash-flow) #264, [flow](/topic/flow) 6.47%, [strong](/topic/strong) 5.76%, [asml](/topic/asml) 5.76%, [$asml](/topic/$asml) 5.76%, [in the](/topic/in-the) 5.04%

**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) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Alibaba Group (BABA)](/topic/$baba) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Copart, Inc. (CPRT)](/topic/$cprt) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [ZetaChain (ZETA)](/topic/$zeta) [Salesforce Inc (CRM)](/topic/$crm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [Micron Technology, Inc. (MU)](/topic/$mu) [Bull Market (BULL)](/topic/$bull) [NuCypher (NU)](/topic/$nu) [Advanced Micro Devices (AMD)](/topic/$amd) [AppLovin Corporation (APP)](/topic/applovin) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Novo-Nordisk (NVO)](/topic/$nvo) [4 (FOUR)](/topic/$four) [MercadoLibre Inc (MELI)](/topic/$meli) [Texas Pacific Land, Corp. (TPL)](/topic/texas-pacific-land-corp) [Autozone Inc (AZO)](/topic/autozone) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Intel Corporation (INTC)](/topic/$intc) [Bloom Energy Corporation (BE)](/topic/$be) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [monday.com Ltd. (MNDY)](/topic/$mndy) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intuit Inc. (INTU)](/topic/$intu) [Fortinet Inc (FTNT)](/topic/$ftnt) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [SAP SE (SAP)](/topic/$sap) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Halliburton Company (HAL)](/topic/$hal) [PepsiCo, Inc. (PEP)](/topic/$pep) [WeRide Inc. (WRD)](/topic/$wrd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"$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


"$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


"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


"Morningstar has raised the fair value of $OSCR from $20 to $26"  
[X Link](https://x.com/BourbonInsider/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/BourbonInsider/status/1965758077061505263)  2025-09-10T12:43Z [----] followers, 18.2K engagements


"Adobe Inc $ADBE: Insider Purchases [----] to 2025"  
[X Link](https://x.com/BourbonInsider/status/1966522092527952363)  2025-09-12T15:19Z [----] followers, 31.1K 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


"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


"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


"$ALLY insiders have been buying lately"  
[X Link](https://x.com/BourbonInsider/status/2015763963875668421)  2026-01-26T12:29Z [----] 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


"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


"$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


"$NVDA CEO: Nobody uses AI better than $META"  
[X Link](https://x.com/BourbonInsider/status/2019872513799647348)  2026-02-06T20:35Z [----] followers, 42.1K 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


"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


"$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


"UnitedHealth $UNH: Insider Purchases [----] to 2025"  
[X Link](https://x.com/BourbonInsider/status/1937285484121628884)  2025-06-23T23:03Z [----] followers, 216.5K 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/BourbonInsider/status/1972426499761590541)  2025-09-28T22:21Z [----] followers, 83.7K 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


"$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


"$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, 23.4K 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, 35K engagements


"Oaktree Capital Management (Howard Marks) 13F as Sep 2025"  
[X Link](https://x.com/BourbonInsider/status/2019779290158522691)  2026-02-06T14:24Z [----] followers, 95.9K 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, 137.8K 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, 76.7K 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


"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, 70.8K 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, 19.9K 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, 67.4K engagements


"$AMZN keeps getting cheaper"  
[X Link](https://x.com/BourbonInsider/status/2021655457992257705)  2026-02-11T18:39Z [----] followers, 38.4K 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


"Reddit Inc $RDDT Director just purchased over $7482139 worth of shares"  
[X Link](https://x.com/BourbonInsider/status/2022115375929000208)  2026-02-13T01:07Z [----] followers, 56.5K 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, 14.2K engagements


"$UBER 13F Q4 2025"  
[X Link](https://x.com/BourbonInsider/status/2022436471022755936)  2026-02-13T22:23Z [----] followers, [----] engagements


"Two Undervalued AdTech Companies Which one do you prefer [--]. $ZETA - Zeta Global Holdings Corp. Zeta Globals core competitive advantage lies in its unified platform that seamlessly integrates MarTech and AdTech within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three critical use cases (customer acquisition retention and monetization) across more than [--] digital channels. At the center of this platform is Zetas proprietary data cloud which forms a powerful and defensible moat. It covers over [---] million individuals globally including [---] million active U.S. consumers. This"  
[X Link](https://x.com/BourbonInsider/status/2022679333416865925)  2026-02-14T14:28Z [----] followers, [----] engagements


"$TTD - The Trade Desk The Trade Desk remains the largest independent demand-side platform (DSP) globally. It ranks second only to Googles DV360 overall while standing as the clear leader in Connected TV (CTV) and across the open internet. Kokai represents the most significant evolution of TTDs platform to date. Powered by its AI engine Koa Kokai automates bidding and optimization in real time. Today more than 70% of client spend flows through Kokai and advertisers using it report a 24% reduction in cost per conversion reinforcing both its effectiveness and stickiness. TTD processes in 30"  
[X Link](https://x.com/BourbonInsider/status/2022679337246351670)  2026-02-14T14:28Z [----] followers, [---] engagements


"It's fascinating that $UNH is going to report $100 billion in revenue but its market cap is still below $500 billion"  
[X Link](https://x.com/BourbonInsider/status/1960417863602463096)  2025-08-26T19:03Z [----] followers, 15.4K engagements


"Here is another $UNH YOLO by Veritas Asset Management Veritas Asset previously owned more than [---] million shares in Q1 [----] and in Q2 [----] they reported ownership of more than [--] million shares"  
[X Link](https://x.com/BourbonInsider/status/1961557534931599726)  2025-08-29T22:32Z [----] followers, [----] engagements


"As of June [--] [----] $UNH is still among the top [--] most-held stocks by funds. $AMZN is number 1"  
[X Link](https://x.com/anyuser/status/1962131769114657018)  2025-08-31T12:34Z [----] followers, 11.1K engagements


"Congresswoman Marjorie Greene added more $UNH $MELI and $NVO"  
[X Link](https://x.com/anyuser/status/1962873605143822762)  2025-09-02T13:41Z [----] followers, 21.1K engagements


"$UNH provides services for more than [--] million Americans and Optum serves more than [---] million people but the market is acting like this is going to zero. Not gonna happen; shes going back to the top"  
[X Link](https://x.com/anyuser/status/1963227614128070673)  2025-09-03T13:08Z [----] followers, 10.3K engagements


"$UNH services and data analytics arm Optum has delivered nearly a 16% CAGR in recent years effectively doubling its revenue since [----]. With Optum UNH is not only the largest U.S. health insurer but also a diversified health services leader. By [----] Optum is expected to quadruple its value-based care patients to [--] million strengthening its recurring revenue base and reinforcing UNHs moat in healthcare data services and distribution"  
[X Link](https://x.com/BourbonInsider/status/1963601936029987317)  2025-09-04T13:55Z [----] followers, [----] engagements


"Representative Tim Moore added more $CNC and $UNH He added $INTC before Trump announced"  
[X Link](https://x.com/anyuser/status/1963943016957170139)  2025-09-05T12:31Z [----] followers, 11.3K engagements


"David Tepper has made more than +500 million with his Alibaba $BABA position and he's up over +80% Alibaba is the most hated stock in this entire platform and its currently having a 70% YTD $UNH is next"  
[X Link](https://x.com/BourbonInsider/status/1965435890349842769)  2025-09-09T15:23Z [----] followers, 23.7K engagements


"$ASML insiders are buying"  
[X Link](https://x.com/anyuser/status/1966099408866418899)  2025-09-11T11:20Z [----] followers, 25.6K engagements


"$ADBE is the only company in the world whose subscription revenue is growing by 14% annually but it is trading at its lowest valuation ever"  
[X Link](https://x.com/BourbonInsider/status/1966956424808001653)  2025-09-13T20:05Z [----] followers, 59.1K engagements


"$ADBE PEG ratio is currently trading at its lowest level in over a decade. a [----] PEG ratio totally normal for a company whose subscription revenue is growing 14% annually and total revenue is growin by 9% annually"  
[X Link](https://x.com/anyuser/status/1967207442808549755)  2025-09-14T12:42Z [----] followers, 14.4K engagements


"$CRM's 6% FCF yield is absolutely wild for a tech stock and you know it"  
[X Link](https://x.com/BourbonInsider/status/1967585752218575244)  2025-09-15T13:46Z [----] followers, [----] engagements


"The more I look the more I realize how mispriced Adobe $ADBE is. Adobe revenue vs Reported Adobe has missed only two quarters in the last 10+ years one of which was March [----] which is justified. Its subscription revenue is very stable"  
[X Link](https://x.com/anyuser/status/1967707325382398152)  2025-09-15T21:49Z [----] followers, 27.7K engagements


"Salesforce $CRM: Insider Purchases [----] to 2025"  
[X Link](https://x.com/anyuser/status/1968294422514389019)  2025-09-17T12:42Z [----] followers, [----] engagements


"$ADBE is a Cannibal stock 15% share reduction in the last [--] years"  
[X Link](https://x.com/BourbonInsider/status/1968354988452942135)  2025-09-17T16:42Z [----] followers, 17.8K engagements


"David Tepper Holdins: $BABA is up 90% YTD $GOOG is up 30% YTD $VST is up 50% YTD $NRG is up 80% YTD $UBER is up 50% YTD and $UNH is gonna recover next year"  
[X Link](https://x.com/BourbonInsider/status/1968722277261852930)  2025-09-18T17:02Z [----] followers, 33.5K engagements


"$ADBE EV/EBITDA has reached an all-time low"  
[X Link](https://x.com/anyuser/status/1969055281796542924)  2025-09-19T15:05Z [----] followers, 11.3K engagements


"$ASML is up +30% since the insiders added for the first time absolutely wild"  
[X Link](https://x.com/anyuser/status/1970639547534057851)  2025-09-24T00:00Z [----] followers, [----] engagements


"Don't forget $UNH Free cash flow will get better from here"  
[X Link](https://x.com/anyuser/status/1970864855264747798)  2025-09-24T14:56Z [----] followers, [----] engagements


"$FOUR's subscription revenue has been growing at 38.9% per year since [----] and total revenue has been growing at 48% per year. EV/EBITDA is at an all time low FCF yield is at an all time high insiders are buying and EPS and revenue are expected to grow by over 20%. This company is mispriced and the market will realize this someday"  
[X Link](https://x.com/BourbonInsider/status/1971909663525306840)  2025-09-27T12:07Z [----] followers, 28.5K engagements


"$TTD is trading near its [----] lows despite revenue nearly doubling over the same period and maintaining strong fundamentals. Revenue has grown more than 16% annually since [----] and is expected to maintain this trend in the coming years. This disconnects between business performance and market valuation could present an opportunity similar to [----] when the stock surged from $42 to over $80 within a year"  
[X Link](https://x.com/anyuser/status/1972303227149336950)  2025-09-28T14:11Z [----] followers, [----] engagements


"$CRM valuation has hit an all-time low but the market still expects $17 billion in free cash flow and solid FCF margins"  
[X Link](https://x.com/BourbonInsider/status/1973071964123054211)  2025-09-30T17:06Z [----] followers, 10.2K engagements


"$UNH has been ranked #1 in health care in Fortune's [----] Say it louder for people in the back"  
[X Link](https://x.com/anyuser/status/1973403965707387181)  2025-10-01T15:05Z [----] followers, 10.5K engagements


"$ABNB free cash flow is growing quarter after quarter but the stock price has gone nowhere in [--] years. Wild"  
[X Link](https://x.com/BourbonInsider/status/1974263026988585057)  2025-10-03T23:59Z [----] followers, 25.9K engagements


"$CRM operating income is improving quarter after quarter"  
[X Link](https://x.com/anyuser/status/1974939338669756850)  2025-10-05T20:46Z [----] followers, 11.4K engagements


"$ROOT operating income has improved for [--] consecutive quarters"  
[X Link](https://x.com/anyuser/status/1975386269892178380)  2025-10-07T02:22Z [----] 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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/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/BourbonInsider/status/1988940453107101984)  2025-11-13T12:02Z [----] followers, 45.8K 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


"Oaktree Capital Management (Howard Marks) open a new position on $NU and $HAL"  
[X Link](https://x.com/BourbonInsider/status/1989335419842945535)  2025-11-14T14:11Z [----] followers, [----] engagements


"$UNH fair value is $473 per share Source: Morningstar"  
[X Link](https://x.com/BourbonInsider/status/1926293960441348275)  2025-05-24T15:07Z [----] followers, 18.9K engagements


"$OSCR is by far the company that offers the highest return potential in the next [--] months. For context $NVDA $AMD and $UNH are frequently cited by investors for top performers in the next years and while this is true $OSCR could offer an exceptional return"  
[X Link](https://x.com/BourbonInsider/status/1946955802205405497)  2025-07-20T15:30Z [----] followers, 14.7K 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


"Renaissance Technologies increased its $GOOG position by 110355.38% and reduced its positions in $PLTR and $NVDA"  
[X Link](https://x.com/BourbonInsider/status/1989080047018545274)  2025-11-13T21:16Z [----] followers, [----] engagements

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