# ![@Breadcrumb_Cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2846592975.png) @Breadcrumb_Cap Oilhand

Oilhand posts on X about $race, $lseg, $unh, $hdb the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2846592975/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2846592975/c:line/m:interactions.svg)

- [--] Week [-----] -60%
- [--] Month [------] +79%
- [--] Months [-------] +127%
- [--] Year [-------] +165%

### Mentions: [--] [#](/creator/twitter::2846592975/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2846592975/c:line/m:posts_active.svg)

- [--] Week [--] -55%
- [--] Month [---] +5.20%
- [--] Months [---] +141%
- [--] Year [---] +197%

### Followers: [---] [#](/creator/twitter::2846592975/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2846592975/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +12%
- [--] Months [---] +39%
- [--] Year [---] +62%

### CreatorRank: [---------] [#](/creator/twitter::2846592975/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2846592975/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  48.8% [finance](/list/finance)  15.66% [luxury brands](/list/luxury-brands)  10.24% [technology brands](/list/technology-brands)  9.64% [cryptocurrencies](/list/cryptocurrencies)  9.04% [automotive brands](/list/automotive-brands)  8.43% [fashion brands](/list/fashion-brands)  7.83% [celebrities](/list/celebrities)  3.61% [countries](/list/countries)  3.61% [travel destinations](/list/travel-destinations)  2.41%

**Social topic influence**
[$race](/topic/$race) 7.23%, [$lseg](/topic/$lseg) #1, [$unh](/topic/$unh) 6.02%, [$hdb](/topic/$hdb) #113, [$fslr](/topic/$fslr) 5.42%, [$lulu](/topic/$lulu) 5.42%, [$unp](/topic/$unp) 4.82%, [we are](/topic/we-are) 4.22%, [$arm](/topic/$arm) #98, [in the](/topic/in-the) 3.61%

**Top accounts mentioned or mentioned by**
[@catnyanpital](/creator/undefined) [@grok](/creator/undefined) [@youranontv](/creator/undefined) [@invest091](/creator/undefined) [@theshortbear](/creator/undefined) [@deepicevalue](/creator/undefined) [@saynototrading](/creator/undefined) [@jerrycap](/creator/undefined) [@youtube](/creator/undefined) [@fanfintwit](/creator/undefined) [@birdshire](/creator/undefined) [@jukanlosreve](/creator/undefined) [@mikefritzell](/creator/undefined) [@astutexai](/creator/undefined) [@boiledeggcap](/creator/undefined) [@novonordisk](/creator/undefined) [@ferrariforlife9](/creator/undefined) [@taobanker](/creator/undefined) [@brentetrader](/creator/undefined) [@javierblas](/creator/undefined)

**Top assets mentioned**
[Ferrari N.V. (RACE)](/topic/$race) [UnitedHealth Group (UNH)](/topic/$unh) [HDFC Bank Limited (HDB)](/topic/$hdb) [First Solar, Inc. (FSLR)](/topic/$fslr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [UNIPOLY (UNP)](/topic/$unp) [Arm Holdings plc (ARM)](/topic/$arm) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [PolkaBridge (PBR)](/topic/$pbr) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Phillips [--] (PSX)](/topic/$psx) [PoolTogether (POOL)](/topic/$pool) [SPX6900 (SPX)](/topic/$spx) [POSCO Holdings Inc. American Depositary Shares (Each representing 1/4th of a share of Common Stock) (PKX)](/topic/$pkx) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Msci Inc (MSCI)](/topic/$msci) [S&P Global Inc (SPGI)](/topic/$spgi) [Morningstar, Inc. (MORN)](/topic/$morn) [Moody's Corporation (MCO)](/topic/$mco) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Microsoft Corp. (MSFT)](/topic/$msft) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MikeFritzell @AstutexAi Are you looking at the Prada stock or is there another angle here"  
[X Link](https://x.com/Breadcrumb_Cap/status/2014971189391659405)  2026-01-24T07:59Z [---] followers, [--] engagements


"In our experience averaging down is bad policy but it's very tempting to add more $LSEG here. That Tradeweb stake is precious"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018664786511511655)  2026-02-03T12:36Z [---] followers, [----] engagements


"So we are resisting the primitive urge to average down here. If we want Tradeweb we'll just buy that directly but we have other ideas about how to react to these developments. We have very suddenly learnt to fear and respect Anthropic for their ruthless aggression"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018690796103360701)  2026-02-03T14:19Z [---] followers, [---] engagements


"$FDS $MSCI $SPGI $MORN $MCO all getting hammered at open"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018694678544011560)  2026-02-03T14:34Z [---] followers, [----] engagements


"$TRI getting hit the hardest"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018696604597854516)  2026-02-03T14:42Z [---] followers, [---] engagements


"The last holding period was less than a month and it was one of the rare occasions when selling was the right decision. A lower entry may enable us to hold with more conviction. We are dangerously overweight on semiconductors now"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018716411783176685)  2026-02-03T16:01Z [---] followers, [--] engagements


"Ytd: $UNH -14% $MSFT -15% $RACE -11% $LSEG - 19% $NVO -9% $HDB -8% (exited)"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018961768878387426)  2026-02-04T08:16Z [---] followers, [---] engagements


"How low can $LSEG go"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018967638865580146)  2026-02-04T08:39Z [---] followers, [---] engagements


"The lesson that we take on this is never bet on transformations. Bet on things staying the same or bet on the native player in a dynamic arena"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018969072466264191)  2026-02-04T08:45Z [---] followers, [--] engagements


"Just a thought what if $LSEG releases a statement saying that they will refuse competitors access to their data"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018970974792655140)  2026-02-04T08:52Z [---] followers, [---] engagements


"Is $RACE on the mend We were fans of Ferrari for as long as we can remember so it is anecdotally one of the strongest brands on the planet. There is a large valuation gap between $RMS and $RACE so we've been buying the latter recently but have high conviction in both"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019017212359758114)  2026-02-04T11:56Z [---] followers, [---] engagements


"$RACE +4%. The court jester of Wall Street stopped prancing for once dropped the cape rolled up his sleeves and executed while everyone was distracted by SaaSpocalypse"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019059407024267280)  2026-02-04T14:44Z [---] followers, [---] engagements


"Rosenblatt and Mizuho have both lowered their PTs for $ARM but both remain a lot higher than the current price but who listens to them anyway"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019398210490626518)  2026-02-05T13:10Z [---] followers, [---] engagements


"$ARM is green After all that"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019420408324452554)  2026-02-05T14:38Z [---] followers, [--] engagements


""Successful investing is businesslike the business of gambling." The Man with the Golden $ARM $ARM is -42% from its peak about [--] months ago and interest has cooled off. It could move in excess of 10% on earnings and has a track record of beating expectations. We've placed a modest bet. Tomorrow we will be known as the man with the golden $ARM. https://t.co/1AGHqghVzO $ARM is -42% from its peak about [--] months ago and interest has cooled off. It could move in excess of 10% on earnings and has a track record of beating expectations. We've placed a modest bet. Tomorrow we will be known as the"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019487569935774115)  2026-02-05T19:05Z [---] followers, [---] engagements


"$MOH is the next crumb to fall in the Breadcrumb portfolio that is somehow still generating alpha. The only thing we got right on $MOH was position size. A 30% drop dents our portfolio by 0.32%. We will not react and harvest the losses at year end if there is no improvement"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019713177303560552)  2026-02-06T10:02Z [---] followers, [---] engagements


"@JerryCap I've not looked into $WST but $DIM makes far more complex products and must therefore have a wider moat. Do you already own $DIM"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019729742925381941)  2026-02-06T11:07Z [---] followers, [--] engagements


"Stellantis -27% in Milan today. It's better to buy $RACE directly rather than through $EXO"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019742702913323238)  2026-02-06T11:59Z [---] followers, [---] engagements


"@BoiledEggCap Agreed. European truck makers on the other hand are having a good run. I understand that Volkswagen has been giving some of their facilities to Rheinmetall and getting a hand in the arms industry seems to have more potential than the cars"  
[X Link](https://x.com/Breadcrumb_Cap/status/2019751745073697148)  2026-02-06T12:35Z [---] followers, [--] engagements


"A little surprised that Cathie Wood is not mentioned anywhere in the Epstein files"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020440131778261030)  2026-02-08T10:10Z [---] followers, [--] engagements


"Thomas Landon Jr. tried to set up a meeting between Jeffrey Epstein and Masayoshi Son. "Seems to me he is a person you should know and you are a person he should know.""  
[X Link](https://x.com/Breadcrumb_Cap/status/2020444283895943437)  2026-02-08T10:27Z [---] followers, [---] engagements


"@novonordisk Stand up for yourselves"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020832506459930698)  2026-02-09T12:09Z [---] followers, [---] engagements


"$HIMS picked on the wrong entity - this cat has claws $NVO"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020840222804849111)  2026-02-09T12:40Z [---] followers, [---] engagements


"Novo Nordisk has been in the game for over a century. $HIMS since [----] and $NVO will be dancing on its grave in but a few years. You don't survive that long without knowing how and when to retaliate"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020841145635615161)  2026-02-09T12:44Z [---] followers, [---] engagements


"Fintwit is not excited by the Luce interior but the market is about the Q4 [----] earnings chiefly because they are not a disaster. $RACE +5% at time of writing. Expect it to deviate a lot from here today. Will be up more IMO. Ferrari $RACE 🏎 Q4 [----] 🔹Net revenues of Euro [----] million up 7% versus prior year 🔹Operating profit (EBIT)(1) of Euro [----] million up 12% versus prior year with Operating profit (EBIT) margin of 29.5% 🔹Net profit of Euro [----] million and diluted EPS at Euro [----] https://t.co/H3rejddmuI Ferrari $RACE 🏎 Q4 [----] 🔹Net revenues of Euro [----] million up 7% versus prior"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021192032954339467)  2026-02-10T11:58Z [---] followers, [---] engagements


"$RACE does look to be back in the fast lane +5% pre-market now that investors have noticed that it's not falling apart. There's probably something that we are not seeing but we do not only see Ferrari as AI-immune but as an indirect beneficiary. Is $RACE on the mend We were fans of Ferrari for as long as we can remember so it is anecdotally one of the strongest brands on the planet. There is a large valuation gap between $RMS and $RACE so we've been buying the latter recently but have high conviction in both. Is $RACE on the mend We were fans of Ferrari for as long as we can remember so it is"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021563813209006395)  2026-02-11T12:35Z [---] followers, [---] engagements


"The autistic entourage were too bogged down getting granular on the impact of Claude Workflows. Breadcrumb doesn't let distracting details lead us to look a gift horse in the mouth. We applied the torque of trading out of existing positions in order to raise the stakes on $RACE. $RACE +4%. The court jester of Wall Street stopped prancing for once dropped the cape rolled up his sleeves and executed while everyone was distracted by SaaSpocalypse. $RACE +4%. The court jester of Wall Street stopped prancing for once dropped the cape rolled up his sleeves and executed while everyone was distracted"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021567548634870158)  2026-02-11T12:50Z [---] followers, [---] engagements


"@Ferrariforlife9 I care about Ferrari and though I wouldn't risk putting all eggs in one basket think that just holding it through thick and thin will outperform the majority of the smart reactive money"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021575665351270724)  2026-02-11T13:22Z [---] followers, [--] engagements


"The longer I spend in markets the more parallels I see between funds and intelligence services. These [--] Commandments of Counterintelligence from the Angleton-era CIA are very relevant to anyone making their own investments"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022780116070244661)  2026-02-14T21:08Z [---] followers, [--] engagements


"Trading is delayed on EssilorLuxottica after a positive Q4 earnings release. Smartglasses are adding a new plane to future growth. Expect a move in excess of 10%. $EL.PA"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021858210081120468)  2026-02-12T08:05Z [---] followers, [--] engagements


"$EL.PA +7%. Could well go higher"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021858719919726870)  2026-02-12T08:07Z [---] followers, [--] engagements


"Anyone with an edge in markets will not gift you a running commentary. From the cover of a walled garden of being ignored Breadcrumb makes no pretence at being anything more than gamblers with fleeting luck which is why we have nothing to lose (or gain) by sharing our thoughts"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022226932893724743)  2026-02-13T08:30Z [---] followers, [--] engagements


"@CatNyanpital The triangle is not a true monogram but works in the same way"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022624824762228890)  2026-02-14T10:51Z [---] followers, [--] engagements


"George Soros' Open Society Foundation stands for democracy human rights justice and openness which sounds like the antidote to the likes of Jeffrey Epstein and an existential threat to tyranny"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022634699068194870)  2026-02-14T11:31Z [---] followers, [--] engagements


"@CatNyanpital Thanks for the insights. I'm glad I opted out of the rat race and went for the eternal Herms"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022785027583459474)  2026-02-14T21:28Z [---] followers, [--] engagements


"We're all out of cash but that doesn't stop us from searching for bargains yet the more we venture out the more we want to double down on one we already own. The potential of $LSEG is not reflected in the share price and it is also a way to get a discounted slice of $TW"  
[X Link](https://x.com/Breadcrumb_Cap/status/2010316325286203582)  2026-01-11T11:42Z [---] followers, [---] engagements


"Breadcrumb Capital yet to make a transaction in [----] got what it wished for since orienting more towards a quality portfolio. Leverage would be the only way to spice things up but it just seems imprudent at current valuations. We are prepared to floor it but not now"  
[X Link](https://x.com/Breadcrumb_Cap/status/2016449961282433110)  2026-01-28T09:55Z [---] followers, [--] engagements


"Sold some $HDB and bought more $V. May repeat. Not going to explain"  
[X Link](https://x.com/Breadcrumb_Cap/status/2017273877169049944)  2026-01-30T16:29Z [---] followers, [--] engagements


"Offloaded more $HDB and added to $RACE"  
[X Link](https://x.com/Breadcrumb_Cap/status/2017296024402870281)  2026-01-30T17:57Z [---] followers, [---] engagements


"Trimmed more $HDB bought more $RACE"  
[X Link](https://x.com/Breadcrumb_Cap/status/2017329356637458800)  2026-01-30T20:09Z [---] followers, [---] engagements


"Switching some $HDB for $V isn't looking like such a terrible decision after all. We were weighing up repeating the trade today but will leave it there"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018334464896635351)  2026-02-02T14:43Z [---] followers, [--] engagements


"We broke our duck for the year on the last trading days of January trimming $HDB and adding to $V and $RACE. Nothing dramatic we just have to make sure that we can put the trading beast back in the cage"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018353474728014290)  2026-02-02T15:59Z [---] followers, [---] engagements


"It looks like the Google Finance tracker has fixed the glitch. Breadcrumb Capital is outperforming due to the double-edged sword of oversized positions in $ASML and Samsung Electronics our future is in their hands. The future is closer than you think"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018625389241811162)  2026-02-03T09:59Z [---] followers, [---] engagements


"We have decided not to wait for the full 50% and to have another crack of the whip at $ARM having trimmed $HDB in order to do so. This is partly a straight gamble on a positive reactions to earnings tomorrow but we will hold it for a while whatever happens. Just because we sold $ARM doesn't mean we don't like it. We will reconsider after a 50% drop from the current price. This is not impossible. Just because we sold $ARM doesn't mean we don't like it. We will reconsider after a 50% drop from the current price. This is not impossible"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018715088534810933)  2026-02-03T15:55Z [---] followers, [---] engagements


"Sold the rest of $HDB and added to $ARM and $RACE. Let's hope $ARM delivers a qood quarter tomorrow"  
[X Link](https://x.com/Breadcrumb_Cap/status/2018787846082191730)  2026-02-03T20:45Z [---] followers, [---] engagements


"We weren't able to reign the trading beast in exiting $HDB redeploying into $RACE and opening a new position in $ARM before earnings. Investing in India through an ADR just added unnecessary complexity. We are done investing based on valuation and only want to own the best"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020063467625959670)  2026-02-07T09:13Z [---] followers, [---] engagements


"After an unplanned flurry of activity over the last few weeks we are once again content with the way we are set up going forward. Breadcrumb have been blending AI-immune positions with AI lynchpins longe before LLMs were born. Time to go back to bed"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020799006528442542)  2026-02-09T09:56Z [---] followers, [--] engagements


"Gut feeling that $HIMS will be -25% today. #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"  
[X Link](https://x.com/Breadcrumb_Cap/status/2020833398915506401)  2026-02-09T12:13Z [---] followers, [---] engagements


"$LSEG are upgrading and extending their HQ either out of blissful ignorance of the threat posed by Claude Workflows or because they do not expect to be wiped out by AI agents. https://www.mylondon.news/news/zone-1-news/london-stock-exchange-hq-refurbished-33390735 https://www.mylondon.news/news/zone-1-news/london-stock-exchange-hq-refurbished-33390735"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021140609310867749)  2026-02-10T08:34Z [---] followers, [---] engagements


"$LSEG is the third position Elliott Management has followed us into. There must be some style overlap between Breadcrumb and Elliott. $RWE is the second position that Elliott has followed me into after $PSX maybe I should keep my positions private in future. $RWE is the second position that Elliott has followed me into after $PSX maybe I should keep my positions private in future"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021602592334192838)  2026-02-11T15:09Z [---] followers, [---] engagements


"Activist investor Elliott takes LSEG stake to target performance source says https://www.reuters.com/sustainability/sustainable-finance-reporting/elliott-management-builds-stake-london-stock-exchange-group-ft-reports-2026-02-11/ https://www.reuters.com/sustainability/sustainable-finance-reporting/elliott-management-builds-stake-london-stock-exchange-group-ft-reports-2026-02-11/"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021602694746591741)  2026-02-11T15:10Z [---] followers, [--] engagements


"Despite operating on shifting and unpredictable terrain Herms delivers solid earnings ploughing forward like a Togo leather tank. $RMS"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021866215380049975)  2026-02-12T08:37Z [---] followers, [---] engagements


"Breadcrumb Capital is on a roll this year. We do not expect anyone to cheer us on or show an interest why would they Just know that we are not playing around"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021873839580254239)  2026-02-12T09:07Z [---] followers, [--] engagements


"Sellers step in with conviction on every $LSEG bounce"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021895637768577106)  2026-02-12T10:34Z [---] followers, [--] engagements


"Hermes CEO says Epstein was 'financial predator' who targeted him during LVMH battle https://www.reuters.com/business/retail-consumer/hermes-ceo-says-epstein-was-financial-predator-believes-he-was-target-2026-02-12/ https://www.reuters.com/business/retail-consumer/hermes-ceo-says-epstein-was-financial-predator-believes-he-was-target-2026-02-12/"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021987618830139693)  2026-02-12T16:39Z [---] followers, [--] engagements


"@YourAnonTV @Grok the second page is difficult to read because there is not enough contrast. Make a more readable version"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022304901015986471)  2026-02-13T13:40Z [---] followers, [---] engagements


"@grok @YourAnonTV Who said she died Isn't that a different unrelated statement"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022313310851350647)  2026-02-13T14:14Z [---] followers, [--] engagements


"@grok @YourAnonTV Doesn't the release of this file endanger the witness as they'd be easy for the perpetrators to identify"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022314241454133701)  2026-02-13T14:17Z [---] followers, [--] engagements


"@CatNyanpital Why not Prada"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022619080985829482)  2026-02-14T10:29Z [---] followers, [--] engagements


"George Soros comes out of the Epstein files clean. He is only mentioned as an adversary. Steve Bannon's name does not appear here but it reads like a conversation between Bannon and Epstein"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022630662478659698)  2026-02-14T11:15Z [---] followers, [--] engagements


"$PSX and $RWE both of which we prematurely booked profits on have done well since Elliott got involved. Let's see if they can make the difference at $LSEG"  
[X Link](https://x.com/Breadcrumb_Cap/status/2021603426228916547)  2026-02-11T15:13Z [---] followers, [---] engagements


"It was easy for the alt-right to caricature George Soros all they had to do was project their own machinations and doings onto him"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022632134075387962)  2026-02-14T11:20Z [---] followers, [--] engagements


"@taobanker Did you sell $MOH"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022938780441944394)  2026-02-15T07:39Z [---] followers, [---] engagements


"$MOH responding positively to the healing salve of insider buying"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022318806849184095)  2026-02-13T14:35Z [---] followers, [---] engagements


"We alternated between the temptations of throwing in the towel on $MOH and averaging down but ultimately decided on coma"  
[X Link](https://x.com/Breadcrumb_Cap/status/2022321098654613844)  2026-02-13T14:44Z [---] followers, [---] engagements


"They've been at this for a few years now. What does Supermicro hope to accomplish by advertising AI server systems on X How many datacenter owners are they actually reaching with such a scattergun marketing campaign"  
[X Link](https://x.com/Breadcrumb_Cap/status/2023098142070390974)  2026-02-15T18:12Z [---] followers, [--] engagements


"Bought some more $UNP. The potential merger with Norfolk Southern adds complexity but railroads are America's cold hard arteries and will not be swept away in uncertain times. We will likely hold it for the rest of our lives"  
[X Link](https://x.com/Breadcrumb_Cap/status/1948405418943803462)  2025-07-24T15:30Z [---] followers, [--] engagements


"@invest091 Any thoughts on the use of debt to fund buybacks"  
[X Link](https://x.com/Breadcrumb_Cap/status/1948456668737798450)  2025-07-24T18:54Z [---] followers, [--] engagements


"@TheShortBear You'll probably sell at the start of the next rally if you suffered for too long beforehand. Do you have a system or does it depend on material changes or evidence against the thesis"  
[X Link](https://x.com/Breadcrumb_Cap/status/1949110466069905490)  2025-07-26T14:12Z [---] followers, [---] engagements


"Elon Musk and I think alike. If South Korea is taken for granted it could turn heel with devastating consequences. Same goes for Breadcrumb Capital. Samsung Electronics up 31% ytd. I'm not running a charity maybe I'll stop squandering my wisdom here and just share returns in future. Consider yourselves warned. Samsung Electronics up 31% ytd. I'm not running a charity maybe I'll stop squandering my wisdom here and just share returns in future. Consider yourselves warned"  
[X Link](https://x.com/Breadcrumb_Cap/status/1949761533497463185)  2025-07-28T09:19Z [---] followers, [--] engagements


"I wish I could meet someone one day who sees the good in me the way $UNH shareholders see the good in the Q2 earnings"  
[X Link](https://x.com/Breadcrumb_Cap/status/1950154057210843392)  2025-07-29T11:18Z [---] followers, [---] engagements


"@brent_e_trader A lot of us got carried away and played down the risks. I would have split the position with $ELV which was also down big and doesn't seem to be as hairy"  
[X Link](https://x.com/Breadcrumb_Cap/status/1950312707745264113)  2025-07-29T21:49Z [---] followers, [---] engagements


"Visited the Soho Pop Mart store today. Some manic customers. How will they be able to sustain that"  
[X Link](https://x.com/Breadcrumb_Cap/status/1950317723004940778)  2025-07-29T22:09Z [---] followers, [--] engagements


"$UNH needs another round of insider buying to settle the nerves. Accelerated buybacks would have helped but may have aggravated the public and regulators"  
[X Link](https://x.com/Breadcrumb_Cap/status/1950962786562932890)  2025-07-31T16:52Z [---] followers, [---] engagements


"$FSLR to finish the day red"  
[X Link](https://x.com/Breadcrumb_Cap/status/1951281798127788414)  2025-08-01T14:00Z [---] followers, [--] engagements


"British American Tobacco you truly are a king of kings. $BTI $BATS Buying the lows in big tobacco doesn't necessarily make you a genius but it may benefit your quality of life more than a high IQ $BTI $PM $IMB $MO https://t.co/CnNe4fxiAE Buying the lows in big tobacco doesn't necessarily make you a genius but it may benefit your quality of life more than a high IQ $BTI $PM $IMB $MO https://t.co/CnNe4fxiAE"  
[X Link](https://x.com/Breadcrumb_Cap/status/1952367951027343666)  2025-08-04T13:56Z [---] followers, [---] engagements


"AIA Group is up 46% from this purchase. Difficult to justify why it was so down in the dumps at the time. Increased $1299 this morning. The reasons for owning AIA Group have already been explained. Why do we post our moves We have more than an academic interest in markets and if there's no way to track your performance yet you share insights you are just posing as an expert. Increased $1299 this morning. The reasons for owning AIA Group have already been explained. Why do we post our moves We have more than an academic interest in markets and if there's no way to track your performance yet"  
[X Link](https://x.com/Breadcrumb_Cap/status/1952622002365231270)  2025-08-05T06:45Z [---] followers, [--] engagements


"I heard a rumour from Warren Buffett that Sydney Sweeney has upgraded $UNH to a "buy" rating"  
[X Link](https://x.com/Breadcrumb_Cap/status/1952784994490867907)  2025-08-05T17:33Z [---] followers, [---] engagements


"$UNH up pre-market. Maybe those rumours about Berkshire Hathaway buying warrants wasn't a specious rumour bandied about in order to trivialise the recovery. If I was Buffdog I know I would have at least had a few conversations with returning CEO Triple H by now"  
[X Link](https://x.com/Breadcrumb_Cap/status/1953010472313049228)  2025-08-06T08:29Z [---] followers, [---] engagements


"@JavierBlas Glencore must have worked better as a private company. Maybe they should delist"  
[X Link](https://x.com/Breadcrumb_Cap/status/1953028799919976524)  2025-08-06T09:42Z [---] followers, [----] engagements


"Still asking this question. Had a few dividend payouts but $ODFL and $UNP seem better bets for reinvestment than $CNI and $CP at this point in time. The Canadian railroads get too cheap at some point but when $CP $CNI The Canadian railroads get too cheap at some point but when $CP $CNI"  
[X Link](https://x.com/Breadcrumb_Cap/status/1953497578579832863)  2025-08-07T16:44Z [---] followers, [---] engagements


"@DeepIceValue The recent Rubenstein interview was worth a watch"  
[X Link](https://x.com/Breadcrumb_Cap/status/1953920118926299191)  2025-08-08T20:43Z [---] followers, [---] engagements


"@DeepIceValue And he's on the board of Berkshire Hathaway"  
[X Link](https://x.com/Breadcrumb_Cap/status/1953922609730687413)  2025-08-08T20:53Z [---] followers, [--] engagements


"@DeepIceValue Bloomberg Wealth: Chris Davis via @YouTube https://youtu.be/VTrE0PgZyvIsi=PBkH0WFw1HWRq3t5 https://youtu.be/VTrE0PgZyvIsi=PBkH0WFw1HWRq3t5"  
[X Link](https://x.com/Breadcrumb_Cap/status/1954076127409889731)  2025-08-09T07:03Z [---] followers, [--] engagements


"Since the last update we have offloaded $VZ because life is too short and Gangfeng Lithium due to the volatility of the lithium sector. Capital was redeployed into $UNH EssilorLuxottica $EL and $UNP. All of which may be increased further when the dividends come in"  
[X Link](https://x.com/Breadcrumb_Cap/status/1954083759768117401)  2025-08-09T07:34Z [---] followers, [---] engagements


"@memyselfandi006 Svelte customers wear through the soles more slowly"  
[X Link](https://x.com/Breadcrumb_Cap/status/1954195712217882883)  2025-08-09T14:58Z [---] followers, [---] engagements


"We werent born Breadcrumb Capital. I wasted my youth on pursuing dreams and have been trying to right the ship for many years. This is my journey from foolish poet to foolish bedroom hedge fund manager:"  
[X Link](https://x.com/Breadcrumb_Cap/status/1954481348300669138)  2025-08-10T09:54Z [---] followers, [--] engagements


"We are onboard with the transcontinental railroad and just picked up some more $UNP"  
[X Link](https://x.com/Breadcrumb_Cap/status/1954994934018347301)  2025-08-11T19:54Z [---] followers, [--] engagements


"@fan_fintwit They are taking the dividend into account. Same with Google Finance"  
[X Link](https://x.com/Breadcrumb_Cap/status/1955680214006301064)  2025-08-13T17:17Z [---] followers, [--] engagements


"@fan_fintwit No problem. One $PBR dividend payment is booked for the end of August and another for the end of September. Odd if that's not visible in your account having gone ex-dividend already"  
[X Link](https://x.com/Breadcrumb_Cap/status/1955683206591852897)  2025-08-13T17:29Z [---] followers, [--] engagements


"$POOL is getting some love today on no news. If Berkshire Hathaway added to their position in Q2 somebody knows already"  
[X Link](https://x.com/Breadcrumb_Cap/status/1955694109005332922)  2025-08-13T18:13Z [---] followers, [---] engagements


"$NXPI up about 10% in the last two days and no one has noticed. Most people on a holiday in the French Riviera would have been eating escargot with one hand at an upmarket restaurant and holding a selfie stick in the other - I was eating monster munch and accumulating NXP Breadcrumb Capital is still outperforming the $SPX after our bonus trip to the French Riviera. We cautiously added more $NXPI between handfuls of Monster Munch on the promenade which will remain a modest position. https://t.co/W6k7S4ENRO Breadcrumb Capital is still outperforming the $SPX after our bonus trip to the French"  
[X Link](https://x.com/Breadcrumb_Cap/status/1955700627322925367)  2025-08-13T18:38Z [---] followers, [---] engagements


"Offloaded a chunk of $FSLR getting tired of this circus"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956009142394495213)  2025-08-14T15:04Z [---] followers, [---] engagements


"Redeployed into $RMS. Tempted to offload $FSLR entirely today because it behaves like a very volatile derivative on green tax credits"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956015070393123195)  2025-08-14T15:28Z [---] followers, [--] engagements


"Offloaded another chunk of $FSLR. At the end of my rope with this one"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956018279585071599)  2025-08-14T15:41Z [---] followers, [--] engagements


"If Berkshire Hathaway has been buying $UNH the books are clean. Congratulations to those that had the courage to catch this falling knife better days are ahead. Starting to believe there is a good chance that the Buffdog has been gnawing at $UNH if not yet feasting. Starting to believe there is a good chance that the Buffdog has been gnawing at $UNH if not yet feasting"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956212072238153870)  2025-08-15T04:31Z [---] followers, [---] engagements


"There was no reason for Berkshire Hathaway not to add to $POOL. They added to Lennar and Nucor as well which says they believe in rebuilding America and probably await lower interest rates. $POOL is getting some love today on no news. If Berkshire Hathaway added to their position in Q2 somebody knows already. $POOL is getting some love today on no news. If Berkshire Hathaway added to their position in Q2 somebody knows already"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956213468874293706)  2025-08-15T04:36Z [---] followers, [---] engagements


"@birdshire Did you see the Einhorn pitch on Lanxess"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956323410541167031)  2025-08-15T11:53Z [---] followers, [--] engagements


"Totally exited $FSLR. Mark Widmar offloading 5m worth of shares was a pretty strong signal"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956370336124936317)  2025-08-15T15:00Z [---] followers, [---] engagements


"Nobody likes unloading a stock just before it pops but that can always happen when they are as volatile as $FSLR. Got everything wrong on this one but position size over 3% on something as news-driven as this doomed it"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956447908443918789)  2025-08-15T20:08Z [---] followers, [--] engagements


"Don't want to dwell on this one just sharing for the sake of transparency. We thought as a domestic manufacturer $FSLR would thrive under tariffs. We did not expect the onslaught on solar energy and the constant wavering on policy"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956460173645529458)  2025-08-15T20:57Z [---] followers, [--] engagements


"In a recent interview Taleb claimed the Kelly Criterion was the only way to beat the market. Had never heard of it but reflecting on all the comments Buffett and Munger made about edge and bet sizing they probably modified it and didn't want people to know how they operate"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956653696755925422)  2025-08-16T09:46Z [---] followers, [---] engagements


"A good weekend to all my fellow $UNH edge lords"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956675788968792317)  2025-08-16T11:13Z [---] followers, [--] engagements


"Rothschild and Co. increased their $UNP position in Q2 by 3500%. They're not turned off by the transcontinental railroad and neither are we"  
[X Link](https://x.com/Breadcrumb_Cap/status/1956975166585471296)  2025-08-17T07:03Z [---] followers, [--] engagements


"And I ask myself the fairly rudimental yet fundamental question how do you get an edge Temperament and logic while catching falling knives/dislocations relative valuations interpretation of financial statements scuttlebutt analysis of historical data circle of competence"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957001578050691565)  2025-08-17T08:48Z [---] followers, [--] engagements


"@birdshire Yes I think diversification and insurance are costly"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957037010373230941)  2025-08-17T11:09Z [---] followers, [--] engagements


"We will write a post-mortem every day $FSLR increases 10% on consecutive days. We were Gung Ho initiating the position at the end of [----] and averaged down to $185. Averaging down has led us up the garden path before and we would have been more comfortable not cultivating this"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957524025623654848)  2025-08-18T19:24Z [---] followers, [--] engagements


"In future we will think twice before considering a price drop an opportunity to buy more and as planned we will cool off on trading as we'd intended the entire year. Our timing on it shows that we lack insight on this stock but we find the pump bizarre"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957526234952601899)  2025-08-18T19:33Z [---] followers, [--] engagements


"I am the Dostoevsky of GARP investing"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957839732995469472)  2025-08-19T16:19Z [---] followers, [--] engagements


"$PLTR crashing. Maybe the AI hype train was just a distraction from more serious problems"  
[X Link](https://x.com/Breadcrumb_Cap/status/1957876934580273647)  2025-08-19T18:46Z [---] followers, [--] engagements


"We taped our eyes open and stared at the $FSLR chart for a few days as a form of punishment for selling on the cusp of a pump but then Trump tweeted against solar and we were able to move on. Long term the names we redistributed into will surely compound more: $RMS $UNH $LSEG"  
[X Link](https://x.com/Breadcrumb_Cap/status/1958244130578112952)  2025-08-20T19:05Z [---] followers, [---] engagements


"@Tonyforever2003 Didn't they stop the withholding tax for a while My last dividends didn't have any and therefore I increased my Brazilian holdings. Some genius must brought it back"  
[X Link](https://x.com/Breadcrumb_Cap/status/1958588772012236935)  2025-08-21T17:55Z [---] followers, [---] engagements


"Remember those unconfirmed rumours that Berkshire Hathaway had been buying $UNH warrants Where did it come from $UNH up pre-market. Maybe those rumours about Berkshire Hathaway buying warrants wasn't a specious rumour bandied about in order to trivialise the recovery. If I was Buffdog I know I would have at least had a few conversations with returning CEO Triple H by now. https://t.co/VR8GqW5efD $UNH up pre-market. Maybe those rumours about Berkshire Hathaway buying warrants wasn't a specious rumour bandied about in order to trivialise the recovery. If I was Buffdog I know I would have at"  
[X Link](https://x.com/Breadcrumb_Cap/status/1959152323118149703)  2025-08-23T07:14Z [---] followers, [---] engagements


"@Holmes1618 @TheShortBear $NTES pays a solid dividend"  
[X Link](https://x.com/Breadcrumb_Cap/status/1959827804155007427)  2025-08-25T03:58Z [---] followers, [--] engagements


"@TheShortBear Have you looked at $NTES Why not own both"  
[X Link](https://x.com/Breadcrumb_Cap/status/1959828033881158008)  2025-08-25T03:59Z [---] followers, [---] engagements


"You can make a lot of money copying Li Lu and there's nothing wrong with it just don't spin a long-winded thesis on $PDD if that was the reason you bought it"  
[X Link](https://x.com/Breadcrumb_Cap/status/1959994166185963593)  2025-08-25T14:59Z [---] followers, [--] engagements


"A lot of support for $PBR having gone ex-dividend"  
[X Link](https://x.com/Breadcrumb_Cap/status/1959996532360401298)  2025-08-25T15:09Z [---] followers, [--] engagements


"@brettgardner_10 Do you think that value investing principles are more applicable to emerging markets"  
[X Link](https://x.com/Breadcrumb_Cap/status/1960058944115839047)  2025-08-25T19:17Z [---] followers, [--] engagements


"Ping An interim profit misses estimates as Chinas economy sputters via @scmpnews https://sc.mp/qffpjutm_source=twitter&utm_campaign=3323232&utm_medium=share_widget https://sc.mp/qffpjutm_source=twitter&utm_campaign=3323232&utm_medium=share_widget"  
[X Link](https://x.com/Breadcrumb_Cap/status/1960381886322049277)  2025-08-26T16:40Z [---] followers, [--] engagements


"@SayNoToTrading I think they should just rip off the Cracker Barrel logo"  
[X Link](https://x.com/Breadcrumb_Cap/status/1960917308513378589)  2025-08-28T04:08Z [---] followers, [--] engagements


"Picked up more $LULU with the proceeds from the $PKX sale"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961439950978580617)  2025-08-29T14:45Z [---] followers, [---] engagements


"@ReneSellmann Easy. What would you rather wear $LULU"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961440636558590397)  2025-08-29T14:47Z [---] followers, [---] engagements


"Interviewer: You are known in certain pockets of the internet as the Value Macaque. Why Oilhand: Nobody calls me that IRL but I don't dispute the veracity of the name. If someone like Ken Griffin was referred to as a macaque it would carry an entirely different meaning"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961482331388092731)  2025-08-29T17:33Z [---] followers, [--] engagements


"In the hierarchical world of finance I'm the macaque that got frozen out. My time on the fringe is numbered but I still have my phone and brokerage account which I trade frantically in order to raise the funds that will win the respect of the group"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961484940702269948)  2025-08-29T17:43Z [---] followers, [--] engagements


"@GROK if Trump isn't dead does this mean there's no justice in the world"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961715315387097509)  2025-08-30T08:59Z [---] followers, [---] engagements


"@Grok what are the chances that a body double played golf yesterday instead of Donald Trump"  
[X Link](https://x.com/Breadcrumb_Cap/status/1962043164224598145)  2025-08-31T06:41Z [---] followers, [--] engagements


"I think they sent a Trump body double to play golf yesterday either because he is dead or to take our eye off the ball because something critical is taking place behind the scenes"  
[X Link](https://x.com/Breadcrumb_Cap/status/1962044183905960253)  2025-08-31T06:46Z [---] followers, [---] engagements


"because you're too entrenched in a niche. You're going to stink and you may never get the smell out"  
[X Link](https://x.com/Breadcrumb_Cap/status/1962919968355295464)  2025-09-02T16:46Z [---] followers, [--] engagements


"Be bold but don't embarrass yourself. You'll never stand out without taking risks but do your research. Do you think Sydney Sweeney doubled down on denim before identifying the resurgence of National Socialism through a thorough analysis of the data"  
[X Link](https://x.com/Breadcrumb_Cap/status/1963297504834781237)  2025-09-03T17:46Z [---] followers, [--] engagements


"While Fintwit was dancing on Lululemon's grave I was sneakily accumulating more. Only time will tell. $LULU"  
[X Link](https://x.com/Breadcrumb_Cap/status/1964008610360365137)  2025-09-05T16:51Z [---] followers, [---] engagements


"So the women's section of the Hamburg Lululemon store is pretty full today. I speculate that international growth will compensate for the a US lull. $Lulu"  
[X Link](https://x.com/Breadcrumb_Cap/status/1964363427490529540)  2025-09-06T16:21Z [---] followers, [---] engagements


"Pop Mart stock down today. I didn't know that was possible"  
[X Link](https://x.com/Breadcrumb_Cap/status/1964899059078222175)  2025-09-08T03:50Z [---] followers, [--] engagements


"If you focus entirely on grabbing bargains you will inevitably end up with a wardrobe overflowing with motley and uncoordinated garments. You should know what you want before it gets discounted otherwise you are allowing the retailer to lead you by the nose"  
[X Link](https://x.com/Breadcrumb_Cap/status/1965136786981822511)  2025-09-08T19:34Z [---] followers, [--] engagements


"Your apartment will be cluttered with fabrics you don't understand or know how to wash. Assembling an outfit will take an undue amount of time because you homed in on the price movements of individual pieces without stepping back to contemplate the harmony of the assemblage"  
[X Link](https://x.com/Breadcrumb_Cap/status/1965138335103656380)  2025-09-08T19:41Z [---] followers, [--] engagements


"$LULU may be burning out in the US but it generates excitement where it is being introduced and they are clearly ahead of Vuori and Alo Yoga on international expansion"  
[X Link](https://x.com/Breadcrumb_Cap/status/1965271977155068009)  2025-09-09T04:32Z [---] followers, [---] engagements


"Breadcrumb Capital is holding up pretty well today all things considered. We hold our lead over the index but there is a chance that our aggressive buying of $LULU will ruin everything. Looking a fool is among the risks that we take in order to outperform"  
[X Link](https://x.com/Breadcrumb_Cap/status/1965426179546251673)  2025-09-09T14:44Z [---] followers, [---] engagements


"Exited $PBR and redeployed into $LULU. We are nearing the 3% weighting cap on $LULU"  
[X Link](https://x.com/Breadcrumb_Cap/status/1965864164137771236)  2025-09-10T19:45Z [---] followers, [---] engagements


"$LULU still struggling to keep its head above water I wouldn't be surprised to see it finish red today"  
[X Link](https://x.com/Breadcrumb_Cap/status/1966166456779121013)  2025-09-11T15:46Z [---] followers, [---] engagements


"@CatNyanpital For the record my first purchase was $292 Before Munger announced opening his position and kept averaging down. I believed in mostly efficient markets at the time so didn't think the valuation mattered. I also thought that Chinese stocks would return more than US stocks"  
[X Link](https://x.com/Breadcrumb_Cap/status/1967102848539521194)  2025-09-14T05:47Z [---] followers, [--] engagements


"I like Chinese insurance companies because they know how to invest in and navigate China better than foreign investors. Ping An is still available at an attractive multiple. The Business Behind Chinas Insurance Powerhouse Ping An via @YouTube https://youtu.be/9HlmNhSsedksi=6sNnIXm0oAWjonzL https://youtu.be/9HlmNhSsedksi=6sNnIXm0oAWjonzL"  
[X Link](https://x.com/Breadcrumb_Cap/status/1967116922442625084)  2025-09-14T06:43Z [---] followers, [---] engagements


"@CatNyanpital Part of the reason for investing in $BABA and $JD was to spite my employer at the time Amazon so I guess I got what I deserved. We live and learn. The market is screaming overvaluation so the deals may come"  
[X Link](https://x.com/Breadcrumb_Cap/status/1967133034119069931)  2025-09-14T07:47Z [---] followers, [---] engagements


"@Jukanlosreve @OmerCheeema Not "to become what SK Hynix is in memory""  
[X Link](https://x.com/Breadcrumb_Cap/status/1967218084030415186)  2025-09-14T13:25Z [---] followers, [---] engagements


"@invest091 They gather tons of data through sensors and AI will help them make use of it. Efficiency is the name of the game for railroads so if $UNP can harness it better than rivals and they want to it will positively impact margins. This is not priced in IMO not to say it's cheap"  
[X Link](https://x.com/Breadcrumb_Cap/status/1967802546942251137)  2025-09-16T04:07Z [---] followers, [--] engagements


"@truthdotphd What if they spend it all on Vuori and Alo Yoga"  
[X Link](https://x.com/Breadcrumb_Cap/status/1968747933907488996)  2025-09-18T18:44Z [---] followers, [--] engagements


"Those that questioned the move on Mistral AI didn't know better. $ASML is up 19% since the news broke. The market didn't know that ASML is an AI stock but it's learning. Not qualified to judge this move but just being in the news in an article mentioning AI could send $ASML parabolic. And I'd trust them to make these kinds of bets more than most including myself. Not qualified to judge this move but just being in the news in an article mentioning AI could send $ASML parabolic. And I'd trust them to make these kinds of bets more than most including myself"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969276616464277848)  2025-09-20T05:45Z [---] followers, [---] engagements


"Everything that Trump approves of seems to moon except for $UNP. Trump says Union Pacific merger with Norfolk Southern 'sounds good' https://www.reuters.com/sustainability/boards-policy-regulation/trump-says-union-pacific-merger-with-norfolk-southern-sounds-good-2025-09-19/ https://www.reuters.com/sustainability/boards-policy-regulation/trump-says-union-pacific-merger-with-norfolk-southern-sounds-good-2025-09-19/"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969481037626396948)  2025-09-20T19:17Z [---] followers, [---] engagements


"Momentum appears to be picking up behind $ASML but as previously stated becoming a retail darling is not a prerequisite for superior performance unlike most AI stocks. Not bad if I do say so myself. $ASML could easily become the next must own stock but will do fine regardless. Not bad if I do say so myself. $ASML could easily become the next must own stock but will do fine regardless"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969683895491981382)  2025-09-21T08:43Z [---] followers, [---] engagements


"Samsung Electronics and $ASML have been carrying the portfolio over the last few weeks and continued momentum is my best chance of maintaining a lead over the $SPX into year's end. They can win together we can win together"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969684740711010813)  2025-09-21T08:46Z [---] followers, [--] engagements


"We lost our nerve on lithium too early taking small profits on all [--] positions: $SQM Gangfeng Lithium and $PLS before they really got going but it's quite understandable considering we were down about 40% on at least one of them partly due to FX. We increased $PKX today and are more overweight commodities than ever. While our pick lithium or the aggregate basket may not play out in [----] relative price inflationary pressures and the looming supercycle make commodities our highest conviction bet going forward. https://t.co/hpizkzgVp1 We increased $PKX today and are more overweight commodities"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969710958676148710)  2025-09-21T10:31Z [---] followers, [--] engagements


"@SayNoToTrading Read this today and it put me off adding more It never occurred to me that the Refinitiv acquisition was a mistake. https://open.substack.com/pub/theterminalist/p/sink-or-schwim-an-lseg-sagar=ki3f&utm_medium=ios https://open.substack.com/pub/theterminalist/p/sink-or-schwim-an-lseg-sagar=ki3f&utm_medium=ios"  
[X Link](https://x.com/Breadcrumb_Cap/status/1969782978046799933)  2025-09-21T15:17Z [---] followers, [--] engagements


"Since the last update we offloaded $PBR in order to buy more $LULU. It's not clear that Petrobras will maintain their dividend. $LULU has a lot of potential upside but is still being re-rated so we're not going to try to nail the bottom. We have virtually no cash"  
[X Link](https://x.com/Breadcrumb_Cap/status/1970144022803976252)  2025-09-22T15:11Z [---] followers, [---] engagements


"$UNP beginning to perk up a bit. Their interests are aligned with Trump's and that seems to be working for everyone else"  
[X Link](https://x.com/Breadcrumb_Cap/status/1970144573805531201)  2025-09-22T15:14Z [---] followers, [--] engagements


"@CatNyanpital Well Tencent owns a decent chunk of it so you have a slither of it in your portfolio"  
[X Link](https://x.com/Breadcrumb_Cap/status/1972181986459681265)  2025-09-28T06:10Z [---] followers, [--] engagements


"@Jukanlosreve Tencent but I'd wait for a pullback. Why do you say Netease is declining do you mean it's not growing as fast as Tencent"  
[X Link](https://x.com/Breadcrumb_Cap/status/1972208113538523379)  2025-09-28T07:53Z [---] followers, [--] engagements


"@RentYourStocks @Selling4Premium @NoobTheta @SayNoToTrading Hadn't heard of it but seems worth looking into"  
[X Link](https://x.com/Breadcrumb_Cap/status/1972753846020784550)  2025-09-29T20:02Z [---] followers, [--] engagements


"Samsung Electronics up over 50% since this post partnered with Open AI and leading the charge on Stargate. Didn't have to wait long for a serving of humble pie from $SMSN. Will not touch this position for a long time. The valuation and industry are good a $TSM monopoly is not practical and they have a history of adaptation which should serve them well when such changes are afoot. Didn't have to wait long for a serving of humble pie from $SMSN. Will not touch this position for a long time. The valuation and industry are good a $TSM monopoly is not practical and they have a history of"  
[X Link](https://x.com/Breadcrumb_Cap/status/1973347081604702541)  2025-10-01T11:19Z [---] followers, [--] engagements


"It was totally obvious not just in terms of their expertise but also geopolitics that Samsung was cheap in Q4 [----]. There are myriad approaches to investing but I have found that my best returns have come from moving decisively on what is conspicuously undervalued"  
[X Link](https://x.com/Breadcrumb_Cap/status/1973409504822993144)  2025-10-01T15:27Z [---] followers, [--] engagements


"Browsing the Stockholm Nasdaq and can't believe it took this long to start looking in Sweden"  
[X Link](https://x.com/Breadcrumb_Cap/status/1973464950980165636)  2025-10-01T19:08Z [---] followers, [--] engagements


"@invest091 [--]. $ASML under what circumstances would you sell it How concentrated are you"  
[X Link](https://x.com/Breadcrumb_Cap/status/1974003736423878969)  2025-10-03T06:49Z [---] followers, [--] engagements


"People often ask what the dress code is at Breadcrumb Capital. It's very simple if it's not army surplus you're not dressed appropriately to work at this fund"  
[X Link](https://x.com/Breadcrumb_Cap/status/1976346862899822762)  2025-10-09T17:59Z [---] followers, [--] engagements


""Samung's finanly having its AI moment." https://finance.yahoo.com/news/samsung-shares-course-record-high-003804649.html https://finance.yahoo.com/news/samsung-shares-course-record-high-003804649.html"  
[X Link](https://x.com/Breadcrumb_Cap/status/1976518400328286208)  2025-10-10T05:21Z [---] followers, [--] engagements


"My gut was right $MCD is one of the few that made a stand yesterday. I hate to admit it but I did some Scuttlebutt at McDonald's and it was mayhem. They're obviously not being impacted by GLP-1's the same way the staples are. It's not cheap but compared to most other stocks in this overpriced market it will hold up well when things turn. $MCD I hate to admit it but I did some Scuttlebutt at McDonald's and it was mayhem. They're obviously not being impacted by GLP-1's the same way the staples are. It's not cheap but compared to most other stocks in this overpriced market it will hold up well"  
[X Link](https://x.com/Breadcrumb_Cap/status/1976873303446110391)  2025-10-11T04:51Z [---] followers, [--] engagements


"At least Blackrock is up. $BLK"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978094977214218520)  2025-10-14T13:46Z [---] followers, [--] engagements


"@JerryCap This augurs well"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978407284918087857)  2025-10-15T10:27Z [---] followers, [---] engagements


"$AXP like clockwork"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979179996963827900)  2025-10-17T13:37Z [---] followers, [--] engagements


"Dione with Saturn in background"  
[X Link](https://x.com/0ilHand/status/991268216461766656)  2018-05-01T10:48Z [---] followers, [--] engagements

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