# ![@CapexAndChill Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1892686015178944513.png) @CapexAndChill CapexAndChill

CapexAndChill posts on X about $meli, ai, market, $now the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1892686015178944513/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892686015178944513/c:line/m:interactions.svg)

- [--] Week [-------] +27%
- [--] Month [---------] -27%
- [--] Months [---------] +6,547%

### Mentions: [--] [#](/creator/twitter::1892686015178944513/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892686015178944513/c:line/m:posts_active.svg)

- [--] Week [---] -12%
- [--] Month [---] -33%
- [--] Months [-----] +416%

### Followers: [-----] [#](/creator/twitter::1892686015178944513/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892686015178944513/c:line/m:followers.svg)

- [--] Week [-----] +8.50%
- [--] Month [-----] +17%
- [--] Months [-----] +3,946%

### CreatorRank: [-------] [#](/creator/twitter::1892686015178944513/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892686015178944513/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2117 [finance](/list/finance)  26.19% [technology brands](/list/technology-brands)  22.22% [countries](/list/countries)  14.29% [financial services](/list/financial-services)  #829 [cryptocurrencies](/list/cryptocurrencies)  2.38% [social networks](/list/social-networks)  1.59% [agencies](/list/agencies)  0.79% [currencies](/list/currencies)  0.79% [travel destinations](/list/travel-destinations)  0.79%

**Social topic influence**
[$meli](/topic/$meli) #5, [ai](/topic/ai) 12.7%, [market](/topic/market) #1113, [$now](/topic/$now) #94, [$se](/topic/$se) #2, [$app](/topic/$app) #11, [$melis](/topic/$melis) #1, [$amzn](/topic/$amzn) #53, [$bn](/topic/$bn) 7.14%, [brazil](/topic/brazil) 7.14%

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@pronkdaniel](/creator/undefined) [@jonahlupton](/creator/undefined) [@winnerinvestor](/creator/undefined) [@bagholderiq](/creator/undefined) [@topieero](/creator/undefined) [@bramvgenechten](/creator/undefined) [@davey_juice](/creator/undefined) [@arny_trezzi](/creator/undefined) [@jayc_investing](/creator/undefined) [@matkinvest](/creator/undefined) [@threemileres](/creator/undefined) [@ani1864752](/creator/undefined) [@billackman](/creator/undefined) [@gabgrowth](/creator/undefined) [@ddblakefischer](/creator/undefined) [@greenandgranite](/creator/undefined) [@stockpickerspb](/creator/undefined) [@tindongjr](/creator/undefined) [@facundomarino1](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Now Coin (NOW)](/topic/$now) [Sea Limited (SE)](/topic/$se) [AppLovin Corporation (APP)](/topic/$app) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Brookfield Corporation (BN)](/topic/$bn) [NuCypher (NU)](/topic/$nu) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ServiceNow Inc (NOW)](/topic/servicenow) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Microsoft Corp. (MSFT)](/topic/$msft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Born in [--] (19)](/topic/$19) [Spotify Technology (SPOT)](/topic/$spot) [Bank of Nova Scotia (BNS)](/topic/$bns) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [General Electric Company (GE)](/topic/$ge) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Bloom Energy Corporation (BE)](/topic/$be) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Looking at the consolidation in LatAm fintech. $MELI and $NU are decoupled from the pack. ( $SE IMO is the hidden dark horse in the race check out my latest deep dive for more info on that: For $MELI the depressed FCF is for intentional moat-building. They are opening new centers fast (the capex is for GROWTH and NOT for maintenance). They're spending to lock in delivery speeds competitors can't match. For $NU it really just comes down to the $0.90 cost-to-serve vs the banks' $10+. Even with higher default rates (6-7% for 90+ days) the margin spread absorbs it. Hard to see how the smaller"  
[X Link](https://x.com/CapexAndChill/status/2000289241029582948)  2025-12-14T19:38Z [----] followers, [----] engagements


"$GE is the anchor but its not the only one printing in aerospace. If you like the GE thesis (monopolistic + recurring revenue) you should check out the other royalty collectors if you haven't 👇 $TDG is the price maker. Private equity model in public markets. They buy sole-source parts companies and raise prices. 50% EBITDA margins. $SAF is like the french $GE. GEs 50/50 twin in the CFM. Exclusive monopoly on $BA's [---] Max. Same cash flows cheaper valuation (but a euro co 😅). $HEI is the arbitrage play in this space. They navigate the FAA maze to sell generic parts (PMA) undercutting the"  
[X Link](https://x.com/CapexAndChill/status/2003595134278205647)  2025-12-23T22:34Z [----] followers, 28.8K engagements


"10.5 GW is the scale of the framework agreement between $BEP and $MSFT. To put that in perspective it is roughly 8x larger than the previous record corporate power deal. The market still prices $BN like a distressed office landlord. They are effectively the utility engine for the entire AI revolution. https://www.youtube.com/watchv=HddsuVfPZKU https://www.youtube.com/watchv=HddsuVfPZKU"  
[X Link](https://x.com/CapexAndChill/status/2005098891373367382)  2025-12-28T02:10Z [----] followers, [----] engagements


"The $BN Arbitrage on AI infra Own the assets (Data Centers + Power) that Hyperscalers are desperate to rent. Data Segment FFO grew +60% YoY proving the pivot is hitting the bottom line already A massive $5B strategic partnership with $BE. While the grid is gridlocked $BIP is deploying onsite fuel cells to bypass the #1 AI bottleneck. With rates stabilizing the distribution growth is a growth engine trading at a utility multiple. https://www.youtube.com/watchv=OKoVplePl5s https://www.youtube.com/watchv=OKoVplePl5s"  
[X Link](https://x.com/CapexAndChill/status/2005355247498133563)  2025-12-28T19:08Z [----] followers, 11.3K engagements


"Apparently I talk about $BN too much now. Sorry folks 🤣"  
[X Link](https://x.com/CapexAndChill/status/2007588870314176828)  2026-01-03T23:04Z [----] followers, [----] engagements


"My latest $BN deep dive explores how a massive $80 billion nuclear partnership with the U.S. government and a potential restart on a multi-billion dollar project in South Carolina are creating a massive valuation disconnect the market is completely disregarding. While most focus on backward-looking office sentiment a major structural shift in global power consumption is placing Brookfield at the center of the U.S. energy re-industrialization. Link below 👇 https://twitter.com/i/web/status/2007841720990388370 https://twitter.com/i/web/status/2007841720990388370"  
[X Link](https://x.com/CapexAndChill/status/2007841720990388370)  2026-01-04T15:49Z [----] followers, 33.2K engagements


"Appreciate the support on my $BN analysis around nuclear. Here are some of my thoughts on their [----] outlook: Power is the new location. Brookfield sold a logistics plot to a data center buyer at 1.5x the standard logistics valuation purely for the power access. Interconnection queues are now nearly a decade long. AI can't wait. The strategy is behind the meter assets (gas battery solar) that bypass the utility entirely to guarantee 24/7 power. PE funds are sitting on $3.5T in unsold aging assets. The pressure to return cash is looking big. May lead to high quality industrials hitting the"  
[X Link](https://x.com/CapexAndChill/status/2008737770349404568)  2026-01-07T03:09Z [----] followers, [----] engagements


"$BN effectively pays itself fees to manage its own insurance money. Highly efficient when executed correctly. $BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin faster and faster enabling compounding growth of the systems earning power and value https://t.co/Frdp8GSDzG $BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin"  
[X Link](https://x.com/CapexAndChill/status/2009666892781568173)  2026-01-09T16:41Z [----] followers, [----] engagements


"Fintwit is focused on the $TSM and $ASML run-up (can't blame them) but $BN is quietly proving they are always in the right place at the right time as they are building the actual backbone of this AI revolution. They just signaled an $80B nuclear partnership with the U.S. government. By restarting the V.C. Summer nuclear plant they are hitting the grid potentially as early as [----]. In a world where data centers need power now. From dropping $10B on an AI hub in Sweden to securing long-term take-or-pay agreements they are effectively converting the AI value chain into durable risk-adjusted"  
[X Link](https://x.com/CapexAndChill/status/2011838595842085357)  2026-01-15T16:31Z [----] followers, [----] engagements


"Brazil remained a top mobile market in [----]. $MELI $SE and $NU will likely continue to capitalize on this large digital base in [----]. https://sensortower.com/blog/state-of-mobile-2026 https://sensortower.com/blog/state-of-mobile-2026"  
[X Link](https://x.com/CapexAndChill/status/2014506035508097191)  2026-01-23T01:10Z [----] followers, [----] engagements


"$MELI's [----] trajectory defines Mercado Play not as just a peripheral perk but as a critical pivot designed to monetize the attention economy and counteract the rising customer acquisition costs inherent in scaling physical logistics. The platforms growth is accelerating as it becomes the primary data engine for the companys advertising arm which Goldman Sachs projects will quadruple from $1 billion in [----] to $4 billion by [----] while commanding EBIT margins between 70% and 80%. Mercado Play is successfully converting passive viewership into high-intent first-party data by securing placement"  
[X Link](https://x.com/CapexAndChill/status/2014877999502655670)  2026-01-24T01:48Z [----] followers, [----] engagements


"I believe the Q4 Sensor Tower data report for Brazil (which should be coming out pretty soon) will confirm the same trend we have been seeing taking place this year. $MELI has been steadily increasing its market share in mobile app usage especially since lowering the free shipping threshold. While $SE's Shopee will likely capture the highest raw volume through gamification MELI's ability to sustain active user growth without the massive volatility seen in Temu which suffered a 74% QoQ download crash in Q3 Brazil signals superior unit economics and retention going into the holidays. This is"  
[X Link](https://x.com/CapexAndChill/status/2015197127408808266)  2026-01-24T22:56Z [----] followers, 14.6K engagements


"When $AMZN entered Mexico in [----] Wall Street wrote $MELI off. Instead of retreating MercadoLibre built their own logistics network and locked in users with fintech. [--] years later they widened the gap. In absolute dollars MELI is projected to add more revenue than Amazon in Mexico through [----]. https://twitter.com/i/web/status/2015258286895804824 https://twitter.com/i/web/status/2015258286895804824"  
[X Link](https://x.com/CapexAndChill/status/2015258286895804824)  2026-01-25T02:59Z [----] followers, [----] engagements


"The bearish theory that $MELI cannot profitably handle cheap items due to expensive logistics does not seem to hold up by the latest financial data from late [----]. Critics usually have a binary argument concluding that their warehouse model is too complex for low-value goods but let's take a look at the strategic pivot lowering the free-shipping threshold. It did not crush their margins as predicted and instead drove a massive 42% jump in items sold while actually lowering unit shipping costs by 8% through better network density. $MELI didn't just force everything into FBM. They expanded Meli"  
[X Link](https://x.com/CapexAndChill/status/2015499873961873598)  2026-01-25T18:59Z [----] followers, 10.9K engagements


"Great video on $MELI by @Matkinvest and thanks for the shoutout MELI spent [----] intentionally compressing margins to capture the low-end user and now that they've secured the volume. They are looking toward improving profitability with a massive logistics fee hike effective March [----]. [----] is shaping up to be a transition from a subsidized land-grab to a monetization harvest in real-time. All while Ad revenue will continue to underwrite the ecosystem. $MELI https://t.co/wOTvNnPT4j $MELI https://t.co/wOTvNnPT4j"  
[X Link](https://x.com/CapexAndChill/status/2015578603346382900)  2026-01-26T00:12Z [----] followers, [----] engagements


"Investors will eventually wake up to the reality that $MELI is transforming Colombia into its fourth major profit engine by executing the exact same playbook that made them dominant in Brazil. The core of this strategy is a regulatory pivot that allows Mercado Pago to operate as a licensed financing company which enables them to collect user deposits and drastically lower their cost of funding for credit products. This cheap capital allows them to aggressively expand their high-margin lending business while simultaneously funding a massive logistics moat in Medelln and Bogot that guarantees"  
[X Link](https://x.com/CapexAndChill/status/2015959837616566455)  2026-01-27T01:27Z [----] followers, 12.7K engagements


"And to be clear its only the beginning for $MELI Algo cambi fuerte en la publicidad digital en LatAm. Y no lo estn liderando $META ni $GOOGL Lo est liderando $MELI. Kantar 2025: #1 en Ad Equity 8.5x ms impacto de marca que la TV Tiene sentido: hoy el viaje de compra empieza ah. No en Google. No en redes. Buscs https://t.co/eRIkRvGji8 Algo cambi fuerte en la publicidad digital en LatAm. Y no lo estn liderando $META ni $GOOGL Lo est liderando $MELI. Kantar 2025: #1 en Ad Equity 8.5x ms impacto de marca que la TV Tiene sentido: hoy el viaje de compra empieza ah. No en Google. No en redes. Buscs"  
[X Link](https://x.com/CapexAndChill/status/2016178831808200888)  2026-01-27T15:57Z [----] followers, [----] engagements


"Based solely in Latin America yet $MELI is top [--] in global downloads top [--] in global monthly active users and top [--] in global monthly active users growth for [----] (data until October). Impressive to see. Can't wait to see these holiday sales. Investors will eventually wake up to the reality that $MELI is transforming Colombia into its fourth major profit engine by executing the exact same playbook that made them dominant in Brazil. The core of this strategy is a regulatory pivot that allows Mercado Pago to operate https://t.co/NgJchGG5pd Investors will eventually wake up to the reality that"  
[X Link](https://x.com/CapexAndChill/status/2016324002650669279)  2026-01-28T01:34Z [----] followers, 13.6K engagements


"$NOW's Q4 [----] results reinforces its status as a key asset in enterprise software delivering a $3.47B in subscription revenue (+21% YoY) and a massive 25% surge in cRPO to $12.85B. The headline numbers confirm durability. The market is currently pricing Armis as a bolt-on security play missing the broader architectural intent. By integrating Armiss cyber-asset intelligence with the Now Platform ServiceNow is effectively building the model required for autonomous agents to operate safely across enterprise infrastructure. This is the Control Tower thesis in action. The focus has shifted from"  
[X Link](https://x.com/CapexAndChill/status/2016645696628088842)  2026-01-28T22:52Z [----] followers, [----] engagements


"$IBM up 5% $MSFT down 11% 🤣"  
[X Link](https://x.com/CapexAndChill/status/2016899534434041896)  2026-01-29T15:41Z [----] followers, [----] engagements


"$NOW ceo deliberately asked for $10B market cap back during the earnings call and the market decided to dump $10B+ on him. Noted"  
[X Link](https://x.com/CapexAndChill/status/2016902655407256023)  2026-01-29T15:53Z [----] followers, 29.1K engagements


"All Bill wanted was $10B back in $NOW's market cap. Poor guy. $NOW ceo deliberately asked for $10B market cap back during the earnings call and the market decided to dump $10B+ on him. Noted. https://t.co/JDuMFx1YFS $NOW ceo deliberately asked for $10B market cap back during the earnings call and the market decided to dump $10B+ on him. Noted. https://t.co/JDuMFx1YFS"  
[X Link](https://x.com/CapexAndChill/status/2016962272178926045)  2026-01-29T19:50Z [----] followers, 58.1K engagements


"$MELI's Jan [----] data effectively declares its logistics over price strategy a success revealing that 80% of Brazilian consumers now value free shipping as much as the discount itself. This supports the aggressive R$19 shipping threshold that compressed margins last year proving that MELI has successfully retrained users to prioritize total fulfillment cost and speed over the raw sticker price advantages of its low-end competition. The data shows a structural shift toward planned purchases in utility categories like school supplies and auto parts signaling that MELI is evolving from a"  
[X Link](https://x.com/CapexAndChill/status/2017071364759572773)  2026-01-30T03:04Z [----] followers, [----] engagements


"I believe the market is currently mispricing the durability of the AI infrastructure trade by obsessing over utility interconnection queues while missing the opportunity that $BN is executing right now which is a massive grid bypass strategy utilizing behind the meter generation. The consensus view that the seven year wait for grid capacity acts as a hard ceiling on data center deployment is wrong because players like Brookfield are simply going of grid with interim power solutions including natural gas and fuel cells to bridge the gap between immediate hyperscaler demand and the eventual"  
[X Link](https://x.com/CapexAndChill/status/2017373591176941698)  2026-01-30T23:05Z [----] followers, [----] engagements


"@BenMartin661251 @Brian_Stoffel_ When does that $MELI position get some love 😔"  
[X Link](https://x.com/CapexAndChill/status/2017399555982074291)  2026-01-31T00:48Z [----] followers, [---] engagements


"Sub $80 $DUOL this year Yes No Yes No"  
[X Link](https://x.com/CapexAndChill/status/2017434075812732964)  2026-01-31T03:05Z [----] followers, [----] engagements


"Really close race on this $DUOL poll Sub $80 $DUOL this year Sub $80 $DUOL this year"  
[X Link](https://x.com/CapexAndChill/status/2017797948709519540)  2026-02-01T03:11Z [----] followers, [----] engagements


"Is $NFLX cooked"  
[X Link](https://x.com/CapexAndChill/status/2017833121979211828)  2026-02-01T05:31Z [----] followers, [----] engagements


"One takeaway from $PYPL. You must deeply research and understand the long-term strategy. I prefer investing in companies with dominant and growing moats and fully aligned management. This weeds out a lot of value traps"  
[X Link](https://x.com/CapexAndChill/status/2018694547765629220)  2026-02-03T14:34Z [----] followers, [----] engagements


"Bullish for $NOW if true"  
[X Link](https://x.com/CapexAndChill/status/2018694896857559400)  2026-02-03T14:35Z [----] followers, [----] engagements


"Will $INTU go below $400 by the end of the month 🤣 Honestly I think anything is possible for these software names rn Yes No Yes No"  
[X Link](https://x.com/CapexAndChill/status/2018854303562445061)  2026-02-04T01:09Z [----] followers, [----] engagements


"@QualityInvest5 one shot with grok"  
[X Link](https://x.com/CapexAndChill/status/2018900715758911698)  2026-02-04T04:13Z [----] followers, [---] engagements


"@QualityInvest5 you could add a little $MELI in the simulator 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019114453745471717)  2026-02-04T18:22Z [----] followers, [---] engagements


"Never really looked into $SPOT but if it can keep falling like this may have to look into it more. I think $NFLX is the superior business with way more optionality though"  
[X Link](https://x.com/CapexAndChill/status/2019500493442019673)  2026-02-05T19:56Z [----] followers, [----] engagements


"Will $AMZN report that they out-capexed the other hyperscalers 🤣 Yes No Yes No"  
[X Link](https://x.com/CapexAndChill/status/2019501116535325137)  2026-02-05T19:59Z [----] followers, [----] engagements


"This in my eyes is a bigger issue for spotify. Spotify can probably increase their international ARPU but $NFLX ad tier is in early innings. It is effectively functioning as customer acquisition at the low end while also making more money based on consumption. I think even without the IP injection and accelerant wbd offers that NFLX can maintain mid to high teen growth plus incremental growth from their consistent operating margin improvements. I dont think its your kind of biz though 🤣 The best longterm profitable growth stories on the market are $MELI and $SE"  
[X Link](https://x.com/CapexAndChill/status/2019551588906303501)  2026-02-05T23:19Z [----] followers, [---] engagements


"The market will continue to underestimate the TAM for $NFLX and their ability to execute. That's ok with me 🤣 Not too often does $NFLX trade 26x forward earnings & a 3.41% forward FCF yield. $NFLX has a long runway for global growth expanding operating leverage and a path to sustained 20%+ FCF margins. https://t.co/YiXohMTYzI Not too often does $NFLX trade 26x forward earnings & a 3.41% forward FCF yield. $NFLX has a long runway for global growth expanding operating leverage and a path to sustained 20%+ FCF margins. https://t.co/YiXohMTYzI"  
[X Link](https://x.com/CapexAndChill/status/2019616480971886973)  2026-02-06T03:37Z [----] followers, [----] engagements


"@QualityInvest5 Honestly might have to. Amzn delivery so slow now. Unimpressed i will vibe code last mile delivery too"  
[X Link](https://x.com/CapexAndChill/status/2019621728302051618)  2026-02-06T03:58Z [----] followers, [---] engagements


"@zoomyzoomm [---] plus hours just to watch your life savings burn up in flames and pay for Michael Saylors stupid AI pictures"  
[X Link](https://x.com/CapexAndChill/status/2019646625170485508)  2026-02-06T05:37Z [----] followers, 59K engagements


"@BramVGenechten Market doesnt care 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019820649678807496)  2026-02-06T17:09Z [----] followers, [--] engagements


"@QualityInvest5 Vibe code all three bro"  
[X Link](https://x.com/CapexAndChill/status/2019850255345524980)  2026-02-06T19:06Z [----] followers, [---] engagements


"@QualityInvest5 That spot is reserved for Marcos Galperin"  
[X Link](https://x.com/CapexAndChill/status/2019850810226884889)  2026-02-06T19:08Z [----] followers, [---] engagements


"@LOGOinvestor People are worried about $MELI's MWS capex spend"  
[X Link](https://x.com/CapexAndChill/status/2019871520676618484)  2026-02-06T20:31Z [----] followers, [----] engagements


"Not a dumb question at all but it is a defining battle in LatAm tech right now. They are effectively converging on the exact same end-state from opposite sides. $NU started as a bank and is trying to build a shopping ecosystem while MercadoLibre started as a retailer and has successfully built a bank. They are now direct competitors for principality fighting to be the primary app where users deposit their salaries and pay their bills. Beyond the standard earnings releases the BCB publishes granular reports that show the exact number of active clients and more importantly the complaint index"  
[X Link](https://x.com/CapexAndChill/status/2019907216648683817)  2026-02-06T22:53Z [----] followers, [---] engagements


"@PronkDaniel really worried about $MELI's MWS capex 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019907820947402780)  2026-02-06T22:55Z [----] followers, [----] engagements


"RT @MatiasManuel71: $MELI Colombia y Latam Cargo Colombia superaron los [-------] paquetes movilizados por va area. Solo en [----] transport"  
[X Link](https://x.com/anyuser/status/2019925098145190349)  2026-02-07T00:04Z [----] followers, [--] engagements


"@WinnerInvestor This biz is still just very misunderstood. Eventually the market will catch up"  
[X Link](https://x.com/CapexAndChill/status/2020599021719408905)  2026-02-08T20:42Z [----] followers, [---] engagements


"@ThreeMileRes Should be available https://play.mercadolibre.cl/ https://play.mercadolibre.cl/"  
[X Link](https://x.com/CapexAndChill/status/2020627545901912515)  2026-02-08T22:35Z [----] followers, [--] engagements


"I think the market is completely mispricing $NOW's Q4 [----] earnings because algorithms and analysts are still modeling it as a seat-based SaaS application when the data is confirming a successful pivot to being a consumption-based AI operating system. The investor presentation shows where the net new annual contract value contribution from Technology Workflows compressed from 52% to 47% year-over-year while Creator Workflows surged from 18% to 22%. This is not a weakness in the core IT business but rather the signal of an architectural shift where the company is capturing the enterprise data"  
[X Link](https://x.com/CapexAndChill/status/2020209867860959387)  2026-02-07T18:55Z [----] followers, 41.8K engagements


"Really wild market reaction to earnings for $APP. I see a lot of value here. Once self-service opens up this year that will likely be huge tailwind. Im looking to add Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it"  
[X Link](https://x.com/CapexAndChill/status/2021973890134945948)  2026-02-12T15:45Z [----] followers, [----] engagements


"$BN's fourth quarter earnings reinforce its continual evolution from a traditional alternative asset manager into a diversified industrial and financial conglomerate. They are a self reinforcing ecosystem that is increasingly decoupling from broader public market volatility. The distributable earnings before realizations of $1.5 billion for the quarter and $5.4 billion for the year representing an 11% per-share increase demonstrates the operational leverage Brookfield's model. The true narrative lies in the shifts within its capital base. The firm is pivoting from being just a manager of 3P"  
[X Link](https://x.com/CapexAndChill/status/2022127514072580599)  2026-02-13T01:55Z [----] followers, 10.9K engagements


"@PronkDaniel I think you will like what you find 😏 Pretty wild fundamentals behind a mini $META like backend business"  
[X Link](https://x.com/CapexAndChill/status/2022353988260417781)  2026-02-13T16:55Z [----] followers, [---] engagements


"Just a reminder that $MELI is trading near all-time low multiples just ahead of earnings where it will likely report 30%+ revenue growth all while the biz is firing on all cylinders. $MELI's integration of Assai Atacadista represents further evolution in LatAm ecom that prioritizes high frequency recurrence over simple GMV expansion. By successfully onboarding Brazils second largest retailer under a full commerce model MELI is effectively solving the unit $MELI's integration of Assai Atacadista represents further evolution in LatAm ecom that prioritizes high frequency recurrence over simple"  
[X Link](https://x.com/CapexAndChill/status/2022458592830591375)  2026-02-13T23:51Z [----] followers, [----] engagements


"The Alpha Many Missed in $MELI's Earnings Everyone read the Q3 print. But one month prior CFO Martin de los Santos shared exceptional insight at the Goldman Sachs Communacopia that explained the mechanics behind the numbers. While the earnings showed the what (margin compression for growth) the fireside chat reveals the how (structural cost advantages). Here is the dissected alpha the market glossed over. 👇 The Zero CAC Credit Card Flywheel The Print: Credit portfolio up 83% YoY. The Hidden Alpha: In Brazil MELI issued 1.3M cards in Q2 alone. The kicker Most came with near-zero Customer"  
[X Link](https://x.com/CapexAndChill/status/1996772461799465285)  2025-12-05T02:43Z [----] followers, 82.2K engagements


"Hey all decided to make a substack for longer deep dives. Feel free to check out for completely free Here's a summary of what we go over. The market sees $MELI operating margins drop to 9.8% and panics. They see inefficiency. I see an optical illusion. MercadoLibre isn't getting sloppy. They are executing a near-Zero-CAC maneuver that banks can't match and monetizing empty space in trucks using physics not finance. The most brilliant hack in Q3 was The Friday Gap. Logistics networks usually run empty on Thurs/Fri after the Mon-Wed rush. That empty space is pure waste. $MELI introduced a Slow"  
[X Link](https://x.com/CapexAndChill/status/1997970659839001039)  2025-12-08T10:05Z [----] followers, 26.4K engagements


"$APP's pivot to e-commerce is a very intriguing strategy. The market perceives the entry of non-gaming advertisers as a potential friction point that could crowd out core gaming clients or inflate pricing but this ignores the massive asymmetry between AppLovins reach of over one billion daily active users and its historically thin roster of active advertisers. This imbalance has meant that the vast amount of inventory were previously under-monetized as the algorithm could only serve gaming ads to users who had no intent to install new games. By layering in e-commerce demand the platform"  
[X Link](https://x.com/CapexAndChill/status/2018498955739308398)  2026-02-03T01:37Z [----] followers, 29.5K engagements


"@JonahLupton Thank you Incredible biz and management"  
[X Link](https://x.com/CapexAndChill/status/2021956648613421513)  2026-02-12T14:36Z [----] followers, [----] engagements


"$APP's Q4 [----] results mark a initial glimpse of a niche gaming ad network evolving into a diversified AI-driven platform operator delivering $1.66 billion in revenue. They had a 66% year-over-year increase They demonstrated extremely asset-light unit economics that defy traditional ad-tech constraints. The adjusted EBITDA margin expanding to 84% generating $1.4 billion in profit and $1.31 billion in free cash flow in a single quarter is 🔥 This helps validate the Pixels and Profits thesis of AppLovin operating as a utilitarian monopoly that can tax the mobile app economy by controlling both"  
[X Link](https://x.com/CapexAndChill/status/2021704360556941332)  2026-02-11T21:54Z [----] followers, 20.7K engagements


"Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with 66% revenue growth and 84% EBITDA margins but some intriguing details I would like to breakdown below. First is the Israeli Cookware revelation from the call. Management explicitly cited a physical goods brand scaling from $4M to a projected $80M purely on AppLovins rails. This is clear evidence that the Axon engine is"  
[X Link](https://x.com/CapexAndChill/status/2021793822678634543)  2026-02-12T03:49Z [----] followers, 61.4K engagements


"So far $MSFT was bought the most by superinvestors during the 4th Q. Remember this was before the latest earnings meltdown. Followed by $META $TXN $AMZN and $UBER"  
[X Link](https://x.com/CapexAndChill/status/2022347926476075284)  2026-02-13T16:31Z [----] followers, 15.2K engagements


"@Ani1864752 I have high conviction that $APP will be able to execute with their web offering"  
[X Link](https://x.com/CapexAndChill/status/2022494486014665132)  2026-02-14T02:13Z [----] followers, [---] engagements


"@green_pumpsie @BillAckman 🙏 thank you 😊"  
[X Link](https://x.com/CapexAndChill/status/2022495446317289531)  2026-02-14T02:17Z [----] followers, [--] engagements


"$NU: The Efficiency Monopoly While the governance is ironclad (as covered) the real story is a unit economic structure that makes legacy banking obsolete. Here is my operational thesis for Nu Holdings: [--]. The Structural Cost Moat ($0.90 vs. The World) Most fintechs are just shiny front-ends with the same back-end costs. Nu is different. Fact: Nus Cost to Serve Per Active Customer is stuck at $0.90/month. Legacy incumbents in Brazil are at $5.00$15.00. Signal: This isn't an efficiency edge but a structural arbitrage. Nu can service a low-income client profitably where incumbents lose money."  
[X Link](https://x.com/CapexAndChill/status/1997415382911730029)  2025-12-06T21:18Z [----] followers, 12.6K engagements


"$NU: The Brazil Discount may be an Arbitrage Opportunity 📉 I just modeled Nu Holdings' intrinsic value. The market is pricing it closer to a legacy bank than the tech compounder it is. Here is my valuation breakdown.👇 📊 The Engine (Q3 '25 Verified Actuals) First the raw power under the hood is undeniable: 🔹 ROE: 31% (Record high vs. 15-20% for legacy banks) 🔹 Efficiency Ratio: 27.7% (Industry-leading cost structure) 🔹 Net Income: $783M (+39% YoY FX-Neutral) 🔹 Total Customers: 127M (106M Active) This isn't a growth at all costs cash burner. It's a profit machine. 🧮 The Model: Inputs I"  
[X Link](https://x.com/CapexAndChill/status/1997482203278721451)  2025-12-07T01:44Z [----] followers, 23.3K engagements


"@GabGrowth $SE is on its way to utility status in SEA 👌 I also think that they have a unique positioning in the fintech landscape in brazil/latam. Wrote about it here (not trying to shamelessly plug i swear 🤣) https://open.substack.com/pub/capexandchill/p/nu-holdings-nu-may-have-a-gen-z-problemr=6zsb51&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/capexandchill/p/nu-holdings-nu-may-have-a-gen-z-problemr=6zsb51&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/CapexAndChill/status/2004577600807772654)  2025-12-26T15:38Z [----] followers, [---] engagements


"Sharing my initial thoughts on the latam euro trade deal. The January [--] signing in Asuncion creates an immediate shift in dynamics for $MELI latam Airlines and the fragmented Asian cross-border market. The deal was successfully divided into a political partnership agreement and an interim trade agreement. Some euro countries voted against it but failed to form a blocking minority. The coalition controlled 29% of the EU population falling short of the 35% threshold required to veto. The ITA now only requires European Parliament consent expected Q2 to enter into force. Trade provisions go live"  
[X Link](https://x.com/CapexAndChill/status/2013673739607568862)  2026-01-20T18:03Z [----] followers, [----] engagements


"Great comparison of $MELI to $CPNG by @Cashflowfarming The really intriguing part about $MELI is how specific regional limitations gives it the opportunity to be the critical infrastructure. This acts as a multiplier on its growth and makes its ecosystem that much more sticky. Note on Coupang $CPNG vs MercadoLibre $MELI. (I recently spent time in South Korea $CPNG vans and parcels were everywhere. When I was in LATAM $MELI was much less visible). And that is kind of why I prefer owning $MELI vs $CPNG. Why Because I am more attracted to https://t.co/VfA4qrFWJ0 Note on Coupang $CPNG vs"  
[X Link](https://x.com/CapexAndChill/status/2015445243160617245)  2026-01-25T15:22Z [----] followers, [----] engagements


"$AXON just dumped nearly 10% today on no news 🤣"  
[X Link](https://x.com/CapexAndChill/status/2016651456682557855)  2026-01-28T23:15Z [----] followers, 17.1K engagements


"@vladimirdotcom @CompoundAtValue @JonahLupton Its a great biz. I will be taking a closer look at it this year. But you cant argue with the proposition $MELI offers in Latin America 😉"  
[X Link](https://x.com/CapexAndChill/status/2016896300080410656)  2026-01-29T15:28Z [----] followers, [---] engagements


"Followup $AXON dumped another 5% so far today 🤣 $AXON just dumped nearly 10% today on no news 🤣 $AXON just dumped nearly 10% today on no news 🤣"  
[X Link](https://x.com/CapexAndChill/status/2016898359320096772)  2026-01-29T15:36Z [----] followers, [----] engagements


"$NOW ceo was so close to saying he wanted his $10B market cap back again when talking to Cramer 🤣 I love it All Bill wanted was $10B back in $NOW's market cap. Poor guy. https://t.co/XqtxgjSr9i All Bill wanted was $10B back in $NOW's market cap. Poor guy. https://t.co/XqtxgjSr9i"  
[X Link](https://x.com/CapexAndChill/status/2017080863318495464)  2026-01-30T03:42Z [----] followers, 60.4K engagements


"@joecarlsonshow moving markets with $EFX 🤣 🐳"  
[X Link](https://x.com/CapexAndChill/status/2018795510015074722)  2026-02-03T21:15Z [----] followers, [----] engagements


"The Q4 Sensor Tower data confirms $MELI has successfully executed one of the most effective defensive pivots in recent e-commerce history. By slashing the free shipping threshold in Q2 the company didn't just stop the bleeding against Shopee it reversed the trend entirely. MELI sustained momentum in new user downloads during the critical holiday season proving that logistics speed combined with aggressive pricing effectively neutralizes the low-end threat. The Brazilian market appears to have consolidated into a duopoly. The pivot to profitability is here. $SE hiked fees in January and $MELI"  
[X Link](https://x.com/CapexAndChill/status/2018893826975207661)  2026-02-04T03:46Z [----] followers, [----] engagements


"🤣 would be absolutely wild if $DUOL beats $SE to $100 right now Who reaches $100 first $DUOL $NOW or $SE 🤣 Who reaches $100 first $DUOL $NOW or $SE 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019104953856651468)  2026-02-04T17:45Z [----] followers, [----] engagements


"$BAM just reported a record quarter with $867 million in fee-related earnings. They explicitly state that the current macro environment is no longer rewarding strategies reliant on leverage or market beta but instead is shifting entirely to "operators capable of driving real change". They are positioning themselves to capitalize on two massive physical forces which are deglobalization and AI-enabled productivity. BAM is focused on the messy capital-intensive work of re-wiring supply chains and modernizing industrial operations to support the AI growth. They are betting that the next wave of"  
[X Link](https://x.com/CapexAndChill/status/2019230042060935492)  2026-02-05T02:02Z [----] followers, [----] engagements


"$NOW's RaptorDB is the structural prerequisite for enterprise AI that actually works. Most focus on LLM's but the real bottleneck for agents is data latency. An autonomous agent cannot fix a global outage if it has to wait twenty minutes for a data warehouse sync. The competitive advantage here is hybrid transactional analytical processing (HTAP). By moving analytics directly onto the transactional layer NOW allows agents to read the blast radius of a problem and execute a fix nearly instantly. This creates a closed loop of action that external AI wrappers cannot touch because they do not own"  
[X Link](https://x.com/CapexAndChill/status/2019244920356085797)  2026-02-05T03:01Z [----] followers, 27.5K engagements


"Consolidated sales for $AMZN at 12% FXN is not that impressive. But AWS up 24% is very impressive. And advertising up 22%. Operating cash flows also grew 20% 🔥 And the real kicker is the triple digit growth for their custom silicon strategy. If you can stomach the $200B capex this looks pretty great after hours https://twitter.com/i/web/status/2019528219582497185 https://twitter.com/i/web/status/2019528219582497185"  
[X Link](https://x.com/CapexAndChill/status/2019528219582497185)  2026-02-05T21:47Z [----] followers, 28.1K engagements


"$CPNG down another 13% today Wow"  
[X Link](https://x.com/CapexAndChill/status/2019592224208744614)  2026-02-06T02:01Z [----] followers, [----] engagements


"AI is killing zelda and mario. I cannot wait to replace $NTDOY IP with generic AI slop that I created with no story line and nobody else to talk about it with 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019623270224461988)  2026-02-06T04:04Z [----] followers, [----] engagements


"$AMZN trading around April tariff low multiples now Consolidated sales for $AMZN at 12% FXN is not that impressive. But AWS up 24% is very impressive. And advertising up 22%. Operating cash flows also grew 20% 🔥 And the real kicker is the triple digit growth for their custom silicon strategy. If you can stomach the $200B Consolidated sales for $AMZN at 12% FXN is not that impressive. But AWS up 24% is very impressive. And advertising up 22%. Operating cash flows also grew 20% 🔥 And the real kicker is the triple digit growth for their custom silicon strategy. If you can stomach the $200B"  
[X Link](https://x.com/CapexAndChill/status/2019790173316194493)  2026-02-06T15:07Z [----] followers, [----] engagements


"Finally got a chance to listen to $MELI's latest investor relations podcast going over mercado pagos ambition to transition from a payments wallet into LatAms largest digital bank not just in terms of user numbers but as the primary financial relationship for its customers. Anabi highlighted the enormous distribution advantage where the commerce platform funnels millions of high quality affluent users into the fintech ecosystem at nearly zero acquisition cost. This is a massive edge over competitors who have to spend heavily to acquire customers and often suffer from adverse selection. Their"  
[X Link](https://x.com/CapexAndChill/status/2019869310340968915)  2026-02-06T20:22Z [----] followers, 15.2K engagements


"$MELI caught strays in this 🤡 market $MELI $AMZN Current market logic: "Lets dump the Amazon of South America just because Amazon is down" 🙃🤡 https://t.co/5s2pKonnLu $MELI $AMZN Current market logic: "Lets dump the Amazon of South America just because Amazon is down" 🙃🤡 https://t.co/5s2pKonnLu"  
[X Link](https://x.com/CapexAndChill/status/2019870672479219917)  2026-02-06T20:27Z [----] followers, [----] engagements


"One tailwind that will hopefully materialize for $MELI by the end of the year is their approval for their banking license in Mexico. Once approved they can legally use payroll deposits to fund loans collapsing their cost of funds. SVP Anavi specifically cited Mexico is the greatest opportunity for fintech: Mexico is for sure the most exciting opportunity. Its where Brazil was roughly [--] or [--] years ago we believe we have a very attractive opportunity to create the market Finally got a chance to listen to $MELI's latest investor relations podcast going over mercado pagos ambition to transition"  
[X Link](https://x.com/CapexAndChill/status/2020019197623853176)  2026-02-07T06:18Z [----] followers, 13.3K engagements


"RT @ManuInvests: $UBER diversified user base gross bookings and profitability. and its only early innings. And $UBER is internation"  
[X Link](https://x.com/CapexAndChill/status/2020245162212135308)  2026-02-07T21:15Z [----] followers, [--] engagements


"$MELI continues to secure its dominance in Mexico with last week's launch of its $140M Cuautitln Izcalli hub and the signal here is massive. This 600k package per day cross dock facility is the largest of its kind in LatAm and represents a fundamental shift in unit economics by prioritizing velocity over storage. By connecting directly to the Mexico Laredo corridor and AIFA airport MELI is effectively shortening the cash conversion cycle for 100k+ sellers while locking in same-day delivery across [--] cities. This physical infrastructure creates a hard moat that $AMZN and asset-light Asian"  
[X Link](https://x.com/CapexAndChill/status/2020338181791437204)  2026-02-08T03:25Z [----] followers, 12.8K engagements


"$MELI's story for [----] will include continuing to weaponize attention. The company is balancing user acquisition with ecosystem maturation phase where Mercado Play is a high-margin advertising engine designed to solve the single biggest constraint in e-commerce which is frequency. Mercado Play is an arbitrage on content costs. Unlike $NFLX or $AMZN prime which burn billions on original production MELI aggregates content from studios like Sony and BBC via revenue-sharing models. This creates asset-light inventory that generates high-margin video ad slots. As Mercado Ads transitions from bottom"  
[X Link](https://x.com/CapexAndChill/status/2020591852366311778)  2026-02-08T20:13Z [----] followers, [----] engagements


"$NOW has lost over $30B in market cap since Bill told the market to give them $10B back 🤣 $NOW ceo was so close to saying he wanted his $10B market cap back again when talking to Cramer 🤣 I love it https://t.co/ya5Qrd0sDq $NOW ceo was so close to saying he wanted his $10B market cap back again when talking to Cramer 🤣 I love it https://t.co/ya5Qrd0sDq"  
[X Link](https://x.com/CapexAndChill/status/2020861412243820572)  2026-02-09T14:04Z [----] followers, [----] engagements


"I see where you're coming from but the buy vs. build dynamic here is less about software capability and more about data dominance. $NOW isn't buying Armis for the AI code. They are buying the context. Armis brings deep historical visibility into OT IoT and unmanaged devices that would take years to replicate organically. https://twitter.com/i/web/status/2021231313668223045 https://twitter.com/i/web/status/2021231313668223045"  
[X Link](https://x.com/CapexAndChill/status/2021231313668223045)  2026-02-10T14:34Z [----] followers, [---] engagements


"My $NOW bull thesis: https://open.substack.com/pub/capexandchill/p/servicenow-from-headcount-tax-tor=6zsb51&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/capexandchill/p/servicenow-from-headcount-tax-tor=6zsb51&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CapexAndChill/status/2021235297950851262)  2026-02-10T14:50Z [----] followers, [----] engagements


"$NOW did not acquire Armis to patch their CMDB software mechanics but to capture a proprietary dataset of billions of device behaviors that is extremely difficult to replicate through internal development. Traditional CMDBs rely on authenticated agents or active scanning. These do not function on the operational technology and medical devices Armis identifies via passive telemetry. You need the specific protocol signatures Armis has aggregated over a decade. For the autonomous agents to function safely they require a deterministic view of the entire infrastructure. This includes the invisible"  
[X Link](https://x.com/CapexAndChill/status/2021421505221964227)  2026-02-11T03:10Z [----] followers, [----] engagements


"@davey_juice Still getting through the earnings call but phenomenal quarter"  
[X Link](https://x.com/CapexAndChill/status/2021752586190180814)  2026-02-12T01:05Z [----] followers, [---] engagements


"@59_94_ @PronkDaniel Im not too worried. Its a very large position for me and if we manage to drop after earnings I would likely be happy to buy more shares. $MELI has executed brilliantly this past year and I dont expect them to slow down"  
[X Link](https://x.com/CapexAndChill/status/2021795230496829489)  2026-02-12T03:55Z [----] followers, [---] engagements


"I love listening to $APP management. They really dismantled concerns regarding competition like $META. Increased bid density actually expands the pie rather than shrinking their share as their data advantage allows them to selectively monetize high value impressions while STILL being able to tax competitors on lower value inventory. Beyond the core gaming dominance they are successfully validating the platform's expansion into web advertising. They are achieving a [--] day LTV to CAC breakeven on marketing spend And they are also demonstrating that their discovery engine is platform agnostic"  
[X Link](https://x.com/CapexAndChill/status/2021796930771165459)  2026-02-12T04:02Z [----] followers, [---] engagements


"@JonahLupton Absolutely and really excited to see self service launch later this year. That will likely add a ton of incremental growth"  
[X Link](https://x.com/CapexAndChill/status/2021959603060146426)  2026-02-12T14:48Z [----] followers, [---] engagements


"@JonahLupton Absolutely the market will eventually give $APP what it deserves as it continues to execute"  
[X Link](https://x.com/CapexAndChill/status/2021967940518584802)  2026-02-12T15:21Z [----] followers, [---] engagements


"The 20% sell off reflects a fear of commoditization yet investors are completely ignoring that the companys Q1 guidance for sequential growth is still strong. Q1 is typically the weakest quarter where ad spend contracts so guiding for a raise to $1.745 billion confirms that the growth engine is showing incredible resilience from gaming cycles. This disconnect is even more glaring by the fact that the ecom solution driving these numbers is still effectively in a closed beta referral only pilot phase with less than 1% market penetration. So the current 66% revenue growth is being achieved has"  
[X Link](https://x.com/CapexAndChill/status/2022115590765166850)  2026-02-13T01:08Z [----] followers, [---] engagements


"Love how straightforward the $APP ceo is on their strategy. AppLovin has a massive user base but a small advertiser base. By bringing in a long tail of e-commerce and non-gaming advertisers they can monetize impressions that are currently wasted on users who won't install new games. This increases advertiser density which drives up competition and yield for every impression creating growth without needing to find new users. We will get a chance to see how this has been going this month in the q4 earnings call "We believe that giving our powerful recommendation engine a more diverse set of"  
[X Link](https://x.com/CapexAndChill/status/2018899697880924199)  2026-02-04T04:09Z [----] followers, 27.4K engagements


"The market just shaved nearly 30%+ off $APP the past week for numerous overblown reasons but the latest one focuses on CloudX. The narrative is that AI agents and trusted execution environments will force ad auctions to become transparent thereby commoditizing the black box ad networks and destroying AppLovin's 80%+ EBITDA margins. Another lazy take by the market. Let's break down why the transparency threat is a myth. In high-performance ad tech advertisers do not care about transparency or fees. They care about one thing: Return on Ad Spend. Transparency is a pricing feature but AppLovins"  
[X Link](https://x.com/CapexAndChill/status/2019616053815296380)  2026-02-06T03:36Z [----] followers, 19.6K engagements


"TikTok Shop has become a major competitor but it is expanding the market rather than completely stealing traffic from $SE. Shopee has successfully defended its territory by owning the physical delivery network and dominating high-intent search traffic. By owning the fleet Shopee could subsidize shipping costs more efficiently than TikTok Shop which relies heavily on third-party partners like J&T Express. In a price-sensitive market Shopees ability to offer Free Shipping without burning cash because they own the pipes was decisive. Shopee dominates the logistics infrastructure giving them"  
[X Link](https://x.com/CapexAndChill/status/2021599031957270827)  2026-02-11T14:55Z [----] followers, [----] engagements


"The $SHOP drop after earnings doesnt excite me when $MELI and $SE have been on sale"  
[X Link](https://x.com/CapexAndChill/status/2021648954606460933)  2026-02-11T18:14Z [----] followers, [----] engagements


"Huge thanks to @PronkDaniel for highlighting my logistics trap thesis in his latest $MELI breakdown. Incredible analysis as always and he is spot on that the market is misreading the late [----] margin compression as structural weakness rather than a calculated density play. To add some recent updates the Itau BBA report released recently explicitly validates the monetization phase of this strategy with confirmed March [----] fee hikes of 14-21% on sub 3kg items. This move alone is projected to add approximately $280 million in net revenue and boost EPS by 3% this year proving they have the"  
[X Link](https://x.com/CapexAndChill/status/2021786704160387213)  2026-02-12T03:21Z [----] followers, [----] engagements


"@Hap0606 Its a dominant ecom biz in SK that needs to focus on cross selling and increasing revenue per user to grow. They have efforts to expand in Taiwan but its not as clean of a picture for $se in SEA or $meli in LaTam"  
[X Link](https://x.com/CapexAndChill/status/2014712630204674147)  2026-01-23T14:51Z [----] followers, [---] engagements


"Forrest Li on $SE's path to a $1T valuation hinges on transforming into an AI-centric organization but the takeaway here is operating leverage rather than just hype. By automating 80% of customer service inquiries and accelerating game asset production $SE is targeting tangible margin expansion and a defensive logistics moat that pure-play competitors like TikTok struggle to replicate. The strategy signals a mature pivot from user acquisition to unit economic efficiency and long-term free cash flow growth. I love it https://twitter.com/i/web/status/2018040951210754128"  
[X Link](https://x.com/CapexAndChill/status/2018040951210754128)  2026-02-01T19:17Z [----] followers, 13.9K engagements


"$NOW and $SE both at $110. Wow"  
[X Link](https://x.com/CapexAndChill/status/2018696442970333447)  2026-02-03T14:41Z [----] followers, [----] engagements


"This whole market lost its mind 🤣 $APP $SE $NOW $CSU"  
[X Link](https://x.com/CapexAndChill/status/2018704412261183995)  2026-02-03T15:13Z [----] followers, [----] engagements


"Who reaches $100 first $DUOL $NOW or $SE 🤣 NOW DUOL SE NOW DUOL SE"  
[X Link](https://x.com/CapexAndChill/status/2018741362879774802)  2026-02-03T17:40Z [----] followers, [----] engagements


"$UBER earnings were phenomenal yet Im distracted by $APP having a meltdown premarket 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019053212032958943)  2026-02-04T14:19Z [----] followers, [----] engagements


"Well $NOW actually beat out $SE and $DUOL to hit $100 Who reaches $100 first $DUOL $NOW or $SE 🤣 Who reaches $100 first $DUOL $NOW or $SE 🤣"  
[X Link](https://x.com/CapexAndChill/status/2019862431623696414)  2026-02-06T19:55Z [----] followers, [----] engagements


"One critical signal in $APP's Q4 results I will be looking out for is the divergence between their conservative guidance and the actual ramp of the Axon self-service platform. Management explicitly confirmed that their Q4 revenue guidance of $1.57-$1.60B assumed zero incremental contribution from new advertisers onboarded during the quarter yet they simultaneously revealed that early spend from this cohort was compounding at 50% week over week. If the upside is driven by this new non-gaming long tail demand it proves their AI models have successfully bridged the creative gap between"  
[X Link](https://x.com/CapexAndChill/status/2020717335712067836)  2026-02-09T04:32Z [----] followers, 24.5K engagements


"$NOW's $7.75B Armis acquisition is a total asset visibility play required to govern autonomous agents. CIOs are or at least should be worried about shadow AI and unmanaged agents executing unauthorized workflows across fragmented systems. ServiceNow is effectively selling the governance layer for everyone else's chaos. While the recent AppOmni vulnerability highlights the execution risk in this new surface area it validates the exact complexity problem they are solving. If they successfully secure the agentic layer they transition from a workflow tool to the single most critical"  
[X Link](https://x.com/CapexAndChill/status/2021075513431712202)  2026-02-10T04:15Z [----] followers, 35.9K engagements


"The bear thesis for $NOW misses the consumption creep. In Q4 a consumer services client realized a 400% ROI on their Assist Pack and scaled usage 8x in year two. We are witnessing a shift from taxing headcount to taxing the outcome. I break down the unit economics of the Assist Token model and more in my substck. Check it out for free in the comment below 👇 $NOW's $7.75B Armis acquisition is a total asset visibility play required to govern autonomous agents. CIOs are or at least should be worried about shadow AI and unmanaged agents executing unauthorized workflows across fragmented systems."  
[X Link](https://x.com/CapexAndChill/status/2021235293521694820)  2026-02-10T14:50Z [----] followers, 22K engagements


"$APP's 20% sell off reflects a fear of commoditization yet investors are completely ignoring that the companys Q1 guidance for sequential growth is still strong. Q1 is typically the weakest quarter where ad spend contracts so guiding for a raise to $1.745 billion confirms that the growth engine is showing incredible resilience from gaming cycles. This disconnect is even more glaring by the fact that the ecom solution driving these numbers is still effectively in a closed beta referral only pilot phase with less than 1% market penetration. So the current 66% revenue growth is being achieved"  
[X Link](https://x.com/CapexAndChill/status/2022121106170064987)  2026-02-13T01:30Z [----] followers, 12.7K engagements


"@QualityInvest5 Theres always something free with $AMZN 🤣 Ads biz looks so good"  
[X Link](https://x.com/CapexAndChill/status/2022386921285341652)  2026-02-13T19:06Z [----] followers, [---] engagements


"@DDBlakeFischer If you sort by percentage increased total in the port $AMZN wins. I think its based on % increase of each portfolio observed"  
[X Link](https://x.com/CapexAndChill/status/2022390418810491250)  2026-02-13T19:20Z [----] followers, [---] engagements


"First Eagle Investment Management making a VERY BOLD move by accumulating a whopping [--] shares of $SE in the 4th quarter"  
[X Link](https://x.com/CapexAndChill/status/2022393930646749617)  2026-02-13T19:34Z [----] followers, [----] engagements


"Many funds showing interest in $UBER last quarter"  
[X Link](https://x.com/CapexAndChill/status/2022394701169705300)  2026-02-13T19:37Z [----] followers, [----] engagements


"$META was quite divided amongst funds in the 4th quarter although it was admittedly on the expensive end before releasing 3rd quarter earnings and became significantly cheaper throughout the quarter"  
[X Link](https://x.com/CapexAndChill/status/2022395652567888306)  2026-02-13T19:41Z [----] followers, [----] engagements


"@PronkDaniel If AI does disrupt content creation it would make the IP from the wbd a lot more valuable. I think $NFLX's ad network has a lot more growth ahead of it too"  
[X Link](https://x.com/CapexAndChill/status/2022398148858253680)  2026-02-13T19:51Z [----] followers, [---] engagements


"@richard_hurtz87 🤝"  
[X Link](https://x.com/CapexAndChill/status/2022437428821467617)  2026-02-13T22:27Z [----] followers, [---] engagements


"$APP's AXON [---] is clearly working. 66% growth at $5B+ run rate is incredible. They are successfully converting low value gaming impressions into high value ecom transactions. $APP dominates mobile games but gen z is on roblox and fortnite. Magnite signing an exclusive deal with $RBLX is an interesting development. AppLovin owns mobile games but not the metaverse. Also if iOS [----] privacy updates kills probabilistic fingerprinting then AXON could suffer. This leaves $APP as a massive regulatory arb trade. If they can pivot to CTV/web before the privacy loophole closes they win. So far it's"  
[X Link](https://x.com/CapexAndChill/status/2022442562716663926)  2026-02-13T22:47Z [----] followers, [----] engagements


"$AMZN is the biggest percentage increase in super investors portfolios in Q4. If they loved it then they should really like it now 🤣"  
[X Link](https://x.com/CapexAndChill/status/2022444506528858473)  2026-02-13T22:55Z [----] followers, [----] engagements


"@DimitryNakhla Big $AMZN buy wow"  
[X Link](https://x.com/CapexAndChill/status/2022444825732108459)  2026-02-13T22:56Z [----] followers, [---] engagements


"@BillAckman is absolutely right that $BN is trading at [--] cents on the dollar but you could even argue that this take is conservative. If you view $BN beyond just a financial lens and include that it is a critical industrial partner for the AI revolution then it starts to look even cheaper. While the market ignores $BN because of the complexity Bruce Flatt is rewiring the global power grid to service the hyperscalers and the scale of these new deals is staggering. We are looking at a confirmed $100 billion investment program with $NVDA to build AI factories globally plus an $80 billion"  
[X Link](https://x.com/CapexAndChill/status/2022454025581477933)  2026-02-13T23:33Z [----] followers, [----] engagements


"@GreenAndGranite The graph gets noisy because of profitability but even if you go further back [--] ev/ebit is the normalized low"  
[X Link](https://x.com/CapexAndChill/status/2022482341197709625)  2026-02-14T01:25Z [----] followers, [---] engagements


"We already know by now that $MELI's new XEM3 facility in Cuautitln Izcalli is a strategic countermeasure against $AMZN and Asian competitors like Temu. But there is also an operational link between this new Mexican cross dock and the recently upgraded US Warehouse Program in Texas which officially expanded its policy for Chinese sellers in January [----]. This creates a logistical bridge where international inventory is prepositioned in Texas and then pushed into Mexico via XEM3 to achieve delivery speeds that direct shipment competitors cannot match. Management is prioritizing velocity over"  
[X Link](https://x.com/CapexAndChill/status/2022532036041343412)  2026-02-14T04:43Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing