#  @CompoundAtlas The Compound Atlas
The Compound Atlas posts on X about $baba, $oscr, $adur, $bidu the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1948247776716009472/interactions)
- [--] Week [------] -34%
- [--] Months [------] +2,787%
### Mentions: [--] [#](/creator/twitter::1948247776716009472/posts_active)
- [--] Week [--] -36%
- [--] Months [---] +1,623%
### Followers: [---] [#](/creator/twitter::1948247776716009472/followers)
- [--] Week [---] +11%
- [--] Month [---] +67%
- [--] Months [---] +540%
### CreatorRank: [---------] [#](/creator/twitter::1948247776716009472/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [social networks](/list/social-networks) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [agencies](/list/agencies) [travel destinations](/list/travel-destinations)
**Social topic influence**
[$baba](/topic/$baba), [$oscr](/topic/$oscr) #165, [$adur](/topic/$adur), [$bidu](/topic/$bidu), [baba](/topic/baba), [alibaba](/topic/alibaba), [$root](/topic/$root), [$zeta](/topic/$zeta), [$pypl](/topic/$pypl), [$kspi](/topic/$kspi) #8
**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@investingwithac](/creator/undefined) [@classicvalueinv](/creator/undefined) [@makingmoneynow1](/creator/undefined) [@amateurinv](/creator/undefined) [@stockresearchwk](/creator/undefined) [@thepennyqueen](/creator/undefined) [@wearycenturion](/creator/undefined) [@sharpinvesting1](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@briantycangco](/creator/undefined) [@mm85](/creator/undefined) [@stocktwits](/creator/undefined) [@stefanskippy](/creator/undefined) [@gubloinvestor](/creator/undefined) [@theronnievshow](/creator/undefined) [@krossroads](/creator/undefined) [@hedgefundtips](/creator/undefined) [@specificwhite](/creator/undefined) [@remodelhealth](/creator/undefined)
**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [The Root Network (ROOT)](/topic/$root) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [4 (FOUR)](/topic/$four) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Remitly Global, Inc. (RELY)](/topic/$rely) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [UnitedHealth Group (UNH)](/topic/$unh) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [DLocal Limited (DLO)](/topic/$dlo) [VF Corp (VFC)](/topic/$vfc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NuCypher (NU)](/topic/$nu) [Novo-Nordisk (NVO)](/topic/$nvo) [Inspira Technologies OXY B.H.N. Ltd (IINN)](/topic/$iinn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$ZETA up 28% :)"
[X Link](https://x.com/CompoundAtlas/status/1953118371597398416) 2025-08-06T15:38Z [--] followers, [--] engagements
"Another holding up 15% $RELY"
[X Link](https://x.com/CompoundAtlas/status/1953500095653327254) 2025-08-07T16:54Z [--] followers, [--] engagements
"Took a position in $FOUR"
[X Link](https://x.com/CompoundAtlas/status/1954978885420060950) 2025-08-11T18:51Z [--] followers, [---] engagements
"$ZETA For [----] revenue $2.1B and valuing at 30% long term margin potential at 25x is an easy $15-16B valuation. 3-4X from here in [--] years. $ZETA CEO David Steinberg said that the company's opportunity is to "build a $10B business with a 30% Operating Margin." $ZETA today is a $1B Revenue business. He wants to 10x it from here. https://t.co/sVF9pYAUhd $ZETA CEO David Steinberg said that the company's opportunity is to "build a $10B business with a 30% Operating Margin." $ZETA today is a $1B Revenue business. He wants to 10x it from here. https://t.co/sVF9pYAUhd"
[X Link](https://x.com/CompoundAtlas/status/1955552892141858873) 2025-08-13T08:51Z [--] followers, [---] engagements
"$GAMB The CEO wants $100M in EBITDA in 1-2 years. Let's split that into [--] businesses. 40% of this should be sticky sports subscription 20% sticky marketing revenue remaining affiliate revenue. If I give $40M X [--] + $20M X [--] + $40 X [--] that's a $1.8B valuation 5X from here $GAMB The market is pricing it as a dying affiliate marketing business. Especially the risk around AI search. Under the hood the company has 25% recurring revenues from sports data business growing at a faster rate than marketing business and 25% recurring marketing revenues. $GAMB The market is pricing it as a dying"
[X Link](https://x.com/CompoundAtlas/status/1955561493161992654) 2025-08-13T09:26Z [--] followers, [---] engagements
"Great coverage by Turn Around Tom with $VFC CEO. If they are able to achieve $10B * 10% margin by [----] $1B income * [--] $40 / share (3x from here) Today I had the pleasure to interview the President and CEO of VF Corp. $VFC @brackendarrell. This conversation exceeded all expectations and I believe you will find this to be one of the most important hours of content I have ever put out. https://t.co/GxgN7b6ODC https://t.co/OT8MSTt6Y3 Today I had the pleasure to interview the President and CEO of VF Corp. $VFC @brackendarrell. This conversation exceeded all expectations and I believe you will"
[X Link](https://x.com/CompoundAtlas/status/1955628295917293595) 2025-08-13T13:51Z [--] followers, [----] engagements
"🚨 $DLO Q2 Earnings Report is OUT Revenue of $256.5M vs. $229.7M est. 🟢 Adj. EBITDA of $70.1M vs. $55.8M est. 🟢 GAAP EPS of $0.14 vs. $0.12 est. 🟢 TPV up 53% YoY 🔥 FCF up 156% YoY 🔥 FY2025 Guidance (raised): Revenue of $1.01B vs. $958.2M est. 🟢 Adj. EBITDA of $274M vs. $240.9M est. 🟢"
[X Link](https://x.com/CompoundAtlas/status/1955725765707968678) 2025-08-13T20:18Z [--] followers, [---] engagements
"$DLO announced the appointment of Guillermo Lpez Prez as Chief Financial Officer With over [--] years of experience Guillermo has developed his career in Finance and Payments at leading companies such as Visa and American Express"
[X Link](https://x.com/CompoundAtlas/status/1955726199650705446) 2025-08-13T20:20Z [--] followers, [---] engagements
"$UNH We got in before most hedge funds and even before the 🐐 Warren Buffett himself. 🚀📈 #Investing #ValueInvesting #Edge"
[X Link](https://x.com/CompoundAtlas/status/1956287304063922622) 2025-08-15T09:30Z [--] followers, [--] engagements
"$OSCR will be interesting to watch given hedge funds strong conviction in $UNH lately. Wouldnt be surprised to see some of that capital start flowing into Oscar. 📊👀"
[X Link](https://x.com/CompoundAtlas/status/1956312624095723799) 2025-08-15T11:10Z [--] followers, [---] engagements
"The only person in China Charlie Munger trusted just added $PDD big. Who else do you need to add to your conviction 👀💡 #Investing #ValueInvesting"
[X Link](https://x.com/CompoundAtlas/status/1956313877567947048) 2025-08-15T11:15Z [--] followers, [--] engagements
"$PDD 🚀 Another great investor 🤝 adding into this name 📈 #Investing #ChinaTech #Ecommerce #Stocks #ValueInvesting"
[X Link](https://x.com/CompoundAtlas/status/1956520968308068860) 2025-08-16T00:58Z [--] followers, [--] engagements
"$BIDU Cloud is showing strong growth With over $28B in short-term and long-term investments against a $30B market cap it feels like only a matter of time. Patience is a skill and it's definitely being tested here. #BIDU #Baidu #Investing #Stocks #StockMarket $BIDU Baidu Q225 Earnings Highlights 🔹 Revenue: 32.7B (Est. 32.14B) 🟢; DOWN -4% YoY +1% QoQ 🔹 Adj. Oper Profit: 4.4B (Est. 3.97B) 🟢; -41% YoY 🔹 Adj. EBITDA: 6.5B (Est. 6.02B) 🟢; -29% YoY 🔹 Baidu Core Revenue: 26.3B; -2% YoY +3% QoQ 🔹 Online Marketing: 16.2B; $BIDU Baidu Q225 Earnings Highlights 🔹 Revenue: 32.7B (Est. 32.14B) 🟢;"
[X Link](https://x.com/CompoundAtlas/status/1958142306453954755) 2025-08-20T12:21Z [--] followers, [---] engagements
"@zoomyzoomm What's your bear case ACA market ends They can never turn cash flow positive This is CEO's outlook without ACA subsidies: 20% compound annual revenue growth Targeting a 5% operating margin Achieving $2.25 EPS in 2027"
[X Link](https://x.com/CompoundAtlas/status/1958145853794943005) 2025-08-20T12:35Z [--] followers, [--] engagements
"Finding a 10x return like our $ZEPP investment isn't about chasing momentum. It's about identifying undervalued companies with great founders solid products and a clear turnaround plan. We don't play the bubble game $PLTR; we invest in value. #ValueInvesting #Turnaround #Chinastocks #China $ZEPP Made 6x in [--] months. Had bought $60K of Zepp shares at $4/share (pre reverse split of 1:4). Now at $25. This was a clear story of a business transforming from OEM focused to product focus. Finally excited. Still has a lot of upside but have better risk/reward plays. https://t.co/kZfzamuVcq $ZEPP Made"
[X Link](https://x.com/CompoundAtlas/status/1959869064257663364) 2025-08-25T06:42Z [---] followers, [---] engagements
"$PDD beat earnings by 50% 🔥🔥"
[X Link](https://x.com/CompoundAtlas/status/1959936091357856149) 2025-08-25T11:09Z [--] followers, [--] engagements
"The crowd was right here Massive beat by $PDD. Up 10% pre-market 🌋👏🙌 $PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason $PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason"
[X Link](https://x.com/CompoundAtlas/status/1959936446434775279) 2025-08-25T11:10Z [--] followers, [---] engagements
"We added $KSPI ✅ Dominant e-commerce + fintech in Kazakhstan now expanding to Turkey (via Hepsiburada acquisition). Powerful flywheel sold off after dividend cut (to fund deal). Rate cuts = big tailwind. 🚀 🚨 Portfolio update: We added a new name. Any guesses 👀 Hint: Its not from the US China LatAm or Europe. 🚨 Portfolio update: We added a new name. Any guesses 👀 Hint: Its not from the US China LatAm or Europe"
[X Link](https://x.com/CompoundAtlas/status/1960511142700442054) 2025-08-27T01:14Z [---] followers, [---] engagements
"$BABA Earnings Drop Soon 🚨 Will Alibaba beat expectations with much going on in the food delivery space 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #BABA #EarningsSeason Beat Expectations up Beat but stock down Missed and drops Missed but guides up Beat Expectations up Beat but stock down Missed and drops Missed but guides up"
[X Link](https://x.com/CompoundAtlas/status/1961197733731340357) 2025-08-28T22:42Z [--] followers, [---] engagements
"Great clarity from $FOUR's CEO on their strategy. They use disciplined M&A to build a full tech stack for verticals like restaurants & casinos not just a payments service. This is a win-win for Shift4 & merchants and it comes at the expense of individual tech vendors. https://www.youtube.com/watchv=Q5gZx06PITI&t=428s&ab_channel=MiguelArmaza https://www.youtube.com/watchv=Q5gZx06PITI&t=428s&ab_channel=MiguelArmaza"
[X Link](https://x.com/CompoundAtlas/status/1961339851141513462) 2025-08-29T08:07Z [--] followers, [--] engagements
"$BABA Stellar cloud growth at 26%. E-commerce growth is back to double digit growth at 10%. Commentary on food delivery to watch in earnings call. Stay tuned $BABA Alibaba Q1 Earnings Highlights 🔹 Revenue: 247.65B (Est. 253.17B) 🔴; +2% YoY (ex-disposals +10% YoY) 🔹 Adj. EPS: [-----] (Est. 15.92) 🔴; -10% YoY 🔹 Adj. EBITDA: 45.74B (Est. 52.09B) 🔴; -11% YoY 🔹 Net Income: 42.38B; UP +76% YoY (boosted by investment gains & $BABA Alibaba Q1 Earnings Highlights 🔹 Revenue: 247.65B (Est. 253.17B) 🔴; +2% YoY (ex-disposals +10% YoY) 🔹 Adj. EPS: [-----] (Est. 15.92) 🔴; -10% YoY 🔹 Adj. EBITDA:"
[X Link](https://x.com/CompoundAtlas/status/1961365933437358538) 2025-08-29T09:50Z [--] followers, [---] engagements
"@zoomyzoomm @TheLongInvest @TheLongInvest no point engaging with him. He's engaging with you for clickbait. He sold $PDD at the bottom and bought back later and calls him the $PDD guy"
[X Link](https://x.com/CompoundAtlas/status/1961377991134445591) 2025-08-29T10:38Z [--] followers, [---] engagements
"Is Alibaba the most undervalued company in the world 🕵♂ My research says yes. A new era with co-founders Joseph Tsai & Eddie Wu is unlocking moats the market is ignoring. My analysis shows a massive disconnect with a potential value of $440/share. Full breakdown 👇 #Alibaba #ValueInvesting #Stocks #Investing #StockMarket $BABA https://open.substack.com/pub/thecompoundatlas/p/the-alibaba-rejuvenation-unlockingr=2jdjl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
[X Link](https://x.com/CompoundAtlas/status/1962170365750419529) 2025-08-31T15:07Z [--] followers, [--] engagements
"Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵) http://JD.com http://JD.com"
[X Link](https://x.com/CompoundAtlas/status/1962425953466175776) 2025-09-01T08:03Z [---] followers, [---] engagements
"First the landscape: [--] giants (Meituan Alibaba Subsidies everywhere Profits sacrificed for market share Competition has gone from intense to irrational. 🍜 http://JD.com http://JD.com"
[X Link](https://x.com/CompoundAtlas/status/1962425955949085101) 2025-09-01T08:03Z [--] followers, [--] engagements
"Meituan The incumbent king 👑 Food delivery = core business Order volume hit 150M/day in July Over 600M MAUs Fighting to defend turf even if margins suffer Tone: defensive but determined"
[X Link](https://x.com/CompoundAtlas/status/1962425959715680718) 2025-09-01T08:03Z [--] followers, [--] engagements
"Alibaba + Taobao Instant Commerce) The disruptor ⚡ Sees food delivery as [--] of [--] historic opportunities" Fully integrating delivery into Taobao 🛒 300M monthly active consumers (+200% since April) Tone: confident big-picture opportunistic. http://Ele.me http://Ele.me"
[X Link](https://x.com/CompoundAtlas/status/1962425963763085495) 2025-09-01T08:03Z [--] followers, [--] engagements
"The strategist 📈 Food delivery = long-term play (5 [--] even [--] years) 150K+ full-time riders (vs gig models elsewhere) Promoting quality delivery + retail cross-sell 2.2B orders during 6/18 promo Tone: measured efficiency-focused patient. http://JD.com http://JD.com"
[X Link](https://x.com/CompoundAtlas/status/1962425967756099735) 2025-09-01T08:03Z [--] followers, [--] engagements
"So whos winning 🏆 Meituan: Still the leader with unmatched scale + network. Alibaba: Growing fastest leveraging Taobao to funnel users. Playing the long game betting on quality + cross-sell. The real prize 👉 Integrating delivery in ecosystems. http://JD.com http://JD.com"
[X Link](https://x.com/CompoundAtlas/status/1962425971774271644) 2025-09-01T08:03Z [--] followers, [--] engagements
"If you had to bet: Medium-term Meituan (scale + infrastructure) Strategic upside Alibaba (synergies with e-com could be massive) Dark horse (patient differentiated approach) This isnt just about food. Its about owning consumer frequency. http://JD.com http://JD.com"
[X Link](https://x.com/CompoundAtlas/status/1962425975196799258) 2025-09-01T08:03Z [--] followers, [--] engagements
"Chinas food delivery war isnt just a fight for your lunch orderits a battle to control the gateway to all e-commerce. Who do you think comes out on top: Meituan Alibaba or JD 👀"
[X Link](https://x.com/CompoundAtlas/status/1962425978904535394) 2025-09-01T08:03Z [--] followers, [--] engagements
"Another upgrade by Morgan Stanley $BABA Next quarter $BABA results already pricing in at $165 by Morgan Stanley. https://t.co/PO1iMNG7lQ Next quarter $BABA results already pricing in at $165 by Morgan Stanley. https://t.co/PO1iMNG7lQ"
[X Link](https://x.com/CompoundAtlas/status/1962427137920844073) 2025-09-01T08:07Z [--] followers, [---] engagements
"@QCompounding @garyjain9 I believe ROIC provides a more holistic view of a company's operational profitability and its ability to generate returns from its entire capital structure making it a more reliable metric for assessing the strength of a business's moat"
[X Link](https://x.com/CompoundAtlas/status/1962429655983767985) 2025-09-01T08:17Z [--] followers, [--] engagements
"$BABA Alibaba is up 18.5% in HK Market. 🚀🚀🚀"
[X Link](https://x.com/CompoundAtlas/status/1962431090888708332) 2025-09-01T08:23Z [--] followers, [---] engagements
"$BABA $BIDU $PDD $JD TOLL TAKERS FROM THE PROGRAM 🚀🚀🚀 #Stimulus #China #consumerspending #China Implements #Consumer Loan Subsidy Policy on Sept [--] Borrowers Rates Can Drop to 2% https://t.co/VI7yzCZz8n #China Implements #Consumer Loan Subsidy Policy on Sept [--] Borrowers Rates Can Drop to 2% https://t.co/VI7yzCZz8n"
[X Link](https://x.com/CompoundAtlas/status/1962603661722534385) 2025-09-01T19:49Z [--] followers, [---] engagements
"@joecarlsonshow Your portfolio bleeds with the market because you hold no counter-cyclicals. Ours +1.2% yesterday 🚀 Thats the power of building a portfolio in undervalued sectors & markets 💡📈"
[X Link](https://x.com/CompoundAtlas/status/1963027844617142389) 2025-09-02T23:54Z [--] followers, [---] engagements
"🚨 If you missed $GOOGL dont miss the 🚂 on $BABA. Imagine the day news drops: Ant Group listing in HK 💥 Alibaba stock will POP harder 🚀📈 Stay ahead of the market. #Investing #Stocks #Alibaba #BABA"
[X Link](https://x.com/CompoundAtlas/status/1963041671618400523) 2025-09-03T00:49Z [--] followers, [---] engagements
"📊 Deep dive complete: $BABA decoded Whos next on the analysis table Drop your pick 👇 $OSCR $NU $BIDU $KASPI https://thecompoundatlas.substack.com/p/the-alibaba-rejuvenation-unlocking Oscar Health ($OSCR) Nu Holdings ($NU) Kaspi KZ ($KASPI) Bidu ($BIDU) https://thecompoundatlas.substack.com/p/the-alibaba-rejuvenation-unlocking Oscar Health ($OSCR) Nu Holdings ($NU) Kaspi KZ ($KASPI) Bidu ($BIDU)"
[X Link](https://x.com/CompoundAtlas/status/1963074290196287495) 2025-09-03T02:59Z [--] followers, [---] engagements
"🚨 BREAKING: $OSCR to reaffirm FY2025 rev guidance of $12B$12.2B vs. $11.32B est at todays Wells Fargo Conf. CEO Bertolini: Strong momentum for subsidy extensions Likely via budget resolution Optimistic something gets done CFO Blackley: ICHRA = fastest growing sector in individual market"
[X Link](https://x.com/CompoundAtlas/status/1963280024519512070) 2025-09-03T16:36Z [--] followers, [---] engagements
"🚨 BREAKING 🚨 House Republicans launch bill to extend health subsidies past midterms - POLITICO 👏 Reminder if this is enacted: 👉 Keeps premiums low 👉 Supports high ACA enrollment 👉 Major tailwind for $OSCR growth 📈 This is bullish for Oscar Health. 🩺💡 #Healthcare #Stocks https://share.google/QnuqzMdZYzZB6IBoC https://share.google/QnuqzMdZYzZB6IBoC"
[X Link](https://x.com/CompoundAtlas/status/1963887996295696573) 2025-09-05T08:52Z [--] followers, [---] engagements
"@TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG"
[X Link](https://x.com/CompoundAtlas/status/1964350753109098968) 2025-09-06T15:31Z [--] followers, [---] engagements
"@nataninvesting $JD feels like one of those sleeper giants 💤📈 Everyone looking elsewhere while they quietly fix the business. At these levels risk/reward looks 🔥- were stepping in for the first time"
[X Link](https://x.com/CompoundAtlas/status/1964456281445716183) 2025-09-06T22:30Z [--] followers, [---] engagements
"$BIDU WE ARE ALWAYS EARLY. We just started a position a couple of weeks ago BAIDU EXTENDS GAINS TO 10% SHARES HIT HIGHEST SINCE OCT [--] LAST YEAR. #BAIDU $BIDU @Baidu_Inc #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG # https://t.co/O5jYWGiCBi https://t.co/7pKUNvZ0d1 BAIDU EXTENDS GAINS TO 10% SHARES HIT HIGHEST SINCE OCT [--] LAST YEAR. #BAIDU $BIDU @Baidu_Inc #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG # https://t.co/O5jYWGiCBi https://t.co/7pKUNvZ0d1"
[X Link](https://x.com/CompoundAtlas/status/1965013634259763362) 2025-09-08T11:25Z [--] followers, [--] engagements
"$JD WE HAVE INITIATED A POSITION"
[X Link](https://x.com/CompoundAtlas/status/1965240167981326635) 2025-09-09T02:25Z [--] followers, [---] engagements
"$BIDU REMINDER @TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG. @TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG"
[X Link](https://x.com/CompoundAtlas/status/1965240393668366359) 2025-09-09T02:26Z [--] followers, [---] engagements
"$BABA $BABA's Cainiao logistics has grown 200% since April. Impressive https://t.co/kednuuIGXw $BABA's Cainiao logistics has grown 200% since April. Impressive https://t.co/kednuuIGXw"
[X Link](https://x.com/CompoundAtlas/status/1965643634755469626) 2025-09-10T05:08Z [---] followers, [---] engagements
"@BrianTycangco @AntGroup The ANT IPO fallout kicked off the slide. One day that very scar will trigger the rush back in - and thats when well be selling to them. Thats investing 😏"
[X Link](https://x.com/CompoundAtlas/status/1966049489711780330) 2025-09-11T08:01Z [---] followers, [---] engagements
"$ZETA 10.6% $HIMS 7.9% $BABA 7.7% $BIDU 3.9% $JD 3.8% $VFC 3.4% $STNE 2.8% $GAMB 2.4% $UNH 2.0% $FOUR 1.5% $ADUR 1.2% $NU 0.5% $OSCR 0.1% Good day today"
[X Link](https://x.com/CompoundAtlas/status/1966246450528137553) 2025-09-11T21:04Z [---] followers, [---] engagements
"Management sounds bullish but these scale-up risks are real. 💭 Would love to hear your thoughts around these challenges"
[X Link](https://x.com/CompoundAtlas/status/1966395791267999824) 2025-09-12T06:57Z [---] followers, [--] engagements
"Will $ADUR be my next [--] bagger $ZEPP was my first [--] bagger"
[X Link](https://x.com/CompoundAtlas/status/1966457621449216193) 2025-09-12T11:03Z [---] followers, [----] engagements
"$HIMS How many times are they going to repeat the same cycle. This trade was too obvious ;)"
[X Link](https://x.com/CompoundAtlas/status/1966554407568634163) 2025-09-12T17:28Z [---] followers, [---] engagements
"$FOUR Insider buying - ALWAYS BULLISH. This company owns the whole stack in hospitality and entertainment businesses (NOT JUST FINTECH). Huge MOAT Growing TAM with retail cross selling coming up. It's honestly so much easier to own stocks like this $FOUR https://t.co/UHjiSsCie3 It's honestly so much easier to own stocks like this $FOUR https://t.co/UHjiSsCie3"
[X Link](https://x.com/CompoundAtlas/status/1967150101471924561) 2025-09-14T08:55Z [---] followers, [---] engagements
"@_mm85 You are one of the few people who are doing real ground work. I made my first [--] bagger in $ZEPP because of your interviews with their CFO. Good going Respect"
[X Link](https://x.com/CompoundAtlas/status/1967154311949123658) 2025-09-14T09:11Z [---] followers, [---] engagements
"$JD If you are in put your seat belts. You are in for a ride up More undervalued than their peers now. $JD looking to break into the UK and Sainsburys confirmed talks of selling Argos to the Chinese giant: JD would bring world-class retail technology and logistics expertise and invest to drive Argos growth and further transform the customer experience. Sainsburys said https://t.co/HvSurCob8T $JD looking to break into the UK and Sainsburys confirmed talks of selling Argos to the Chinese giant: JD would bring world-class retail technology and logistics expertise and invest to drive Argos growth"
[X Link](https://x.com/CompoundAtlas/status/1967240029161603417) 2025-09-14T14:52Z [---] followers, [---] engagements
"Interesting find: someone tracked LinkedIn activity and matched it with managements words. The overlap is telling. $ADUR 👀 Chemical/Petrochemical 👇 TotalEnergies ExxonMobil Sabic LyondellBasell Dow NOVA Braskem Arlanxeo Audia Tricon H&R Waste Mgmt 👇 Veolia Peace Regional Renewi Lyrba Landbell Pyrolysis 👇 Quantafuel Greenpoint Eco"
[X Link](https://x.com/CompoundAtlas/status/1967416036053168192) 2025-09-15T02:31Z [---] followers, [----] engagements
"$DLO $DLO joins forces with Google to help define Agent Payments Protocol (AP2): the open standard for AIagent payments 👀 Were excited to share that dLocal is collaborating with Google on the new Agent Payments Protocol (AP2) an open interoperable standard designed to make https://t.co/OTdvpo9Qph $DLO joins forces with Google to help define Agent Payments Protocol (AP2): the open standard for AIagent payments 👀 Were excited to share that dLocal is collaborating with Google on the new Agent Payments Protocol (AP2) an open interoperable standard designed to make https://t.co/OTdvpo9Qph"
[X Link](https://x.com/CompoundAtlas/status/1968090795795419479) 2025-09-16T23:13Z [---] followers, [---] engagements
"$BIDU $BABA EXPLODING PRE-MARKET 🚀💥"
[X Link](https://x.com/CompoundAtlas/status/1968214882454736964) 2025-09-17T07:26Z [---] followers, [--] engagements
"@longoption For $PYPL which initiatives are you mostly hoping to pan out"
[X Link](https://x.com/CompoundAtlas/status/1968703960946024838) 2025-09-18T15:49Z [---] followers, [---] engagements
"Good day today $HIMS up 10.5% $NVO up 6.6% $ZETA up 4.5% $VFC up 4.3% $OSCR up 4.3% $ADUR up 3% $DLO up 2.9% $GAMB up 2.7% $KSPI up 2.5% $VTY up 1.6%"
[X Link](https://x.com/CompoundAtlas/status/1968727467021189255) 2025-09-18T17:22Z [---] followers, [---] engagements
"Lol we've come so far from the delisting narrative that S&P Global is partnering with $BABA 😆"
[X Link](https://x.com/CompoundAtlas/status/1968789500525420808) 2025-09-18T21:29Z [---] followers, [---] engagements
"$ROOT We took a new position in our portfolio"
[X Link](https://x.com/CompoundAtlas/status/1969096056731283504) 2025-09-19T17:47Z [---] followers, [---] engagements
"@patientinvestt For us $PLTR is the sentiment tracker :) As long as it's up there in high 100s need to be careful and be ready for a strong pull back anytime"
[X Link](https://x.com/CompoundAtlas/status/1969096592599728530) 2025-09-19T17:49Z [---] followers, [---] engagements
"@SelfMadeMastery Threads like these are signals for us. Added for the first time when people are finally giving up holding this company Let's go $PYPL"
[X Link](https://x.com/CompoundAtlas/status/1969097041595785630) 2025-09-19T17:51Z [---] followers, [---] engagements
"And now you realize you don't own enough $BABA We'll sell this stock at $300 to the same retailers/institutions who sold at $60. This market is crazy and we make money on that"
[X Link](https://x.com/CompoundAtlas/status/1970817345531863311) 2025-09-24T11:47Z [---] followers, [--] engagements
"$FOUR Hear from the FOUNDER himself We're Looong this company Let's go @booya1961 @bobspaysubstack @tlaubers @X I don't mind the negative sentiment.the stock has not been performing well of late. At the same time the numbers don't lie. Our strategy and execution are awesome and as a result FOUR has been one of the best-performing fintechs since our IPO (a 90% return on FOUR compared to @booya1961 @bobspaysubstack @tlaubers @X I don't mind the negative sentiment.the stock has not been performing well of late. At the same time the numbers don't lie. Our strategy and execution are awesome and as"
[X Link](https://x.com/CompoundAtlas/status/1970998873993982039) 2025-09-24T23:48Z [---] followers, [---] engagements
"$BABA Any Alibaba bears out there If you are still a bear I know you will turn a bull when the stock reaches $300 This is how market works passes money from impatient to the patient Thank you for everyone who sold at $60. We tripled up at $60 to take our average cost down to $82"
[X Link](https://x.com/CompoundAtlas/status/1973643973970526315) 2025-10-02T06:59Z [---] followers, [---] engagements
"$NU THIS WILL BE BIG Nubank Applies for US Bank Charter In Global Expansion Push - Bloomberg https://share.google/Q87mrOMjzP6OscMsU https://share.google/Q87mrOMjzP6OscMsU"
[X Link](https://x.com/CompoundAtlas/status/1975095814180815261) 2025-10-06T07:08Z [---] followers, [---] engagements
"Are you long $JD yet or will you wait until it hits $45 to ask Should I buy now Wild mispricing: [--]. $JD owns 67% of $6618 JD Health a $27 billion spin-off. [--]. JDs stake in JD Health alone is worth $19B today. [--]. JD also has $30B in cash (60% of its market cap). [--]. In other words: Their cash + JD Health stake alone are worth roughly JDs market cap. https://t.co/l3H3iILK2d Wild mispricing: [--]. $JD owns 67% of $6618 JD Health a $27 billion spin-off. [--]. JDs stake in JD Health alone is worth $19B today. [--]. JD also has $30B in cash (60% of its market cap). [--]. In other words: Their cash + JD Health"
[X Link](https://x.com/CompoundAtlas/status/1975990221000089653) 2025-10-08T18:22Z [---] followers, [---] engagements
"💥 $BABA SOTP Valuation 💥 🛒 Commerce: $27.4B * [--] = $330B ☁ Cloud: $16.5B * [--] = $82B 🌍 Intl: $18.5B * [--] = $75B 📦 Cainiao + 🖥 DME + 🧩 Others: $46.1B * [--] = $46B 💰 Net Cash/Assets = $60B 💳 Ant (33% of $200B) = $66B 🧮 Total = $660B $280/shr 🚀"
[X Link](https://x.com/CompoundAtlas/status/1948419280648933717) 2025-07-24T16:25Z [---] followers, [--] engagements
"$PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason Blowout Earnings Solid Beat Pops Misses Estimates Tanks In-Line No Big Moves Blowout Earnings Solid Beat Pops Misses Estimates Tanks In-Line No Big Moves"
[X Link](https://x.com/CompoundAtlas/status/1959402937870168456) 2025-08-23T23:50Z [---] followers, [---] engagements
"Heres my updated Sum-of-the-Parts (SOTP) valuation for $BABA pointing to a target of $400/share by [----]. Here's the breakdown: 🧵👇 #Alibaba 🛍 Core Ecommerce: Projecting $100B in rev by [----]. At a 15x EBITA multiple this segment alone is worth $525B. 🌏 International Ecommerce: Growing fast valuing this at $135B based on SEA peer multiples. ☁ Cloud: Assuming strong growth to a $34B rev business. With a 5x sales multiple that's $170B. 🏦 Alipay Stake: A conservative $65B for their 33% holding. 💰 Net Cash and investments: $130B after future FCF. Total Value: $1.025T After 10% discount $920B"
[X Link](https://x.com/CompoundAtlas/status/1961614154542059787) 2025-08-30T02:17Z [---] followers, [---] engagements
"$BABA $JD $MPNGF Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and https://t.co/i2eQkIeFdN are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵) Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and https://t.co/i2eQkIeFdN are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵)"
[X Link](https://x.com/CompoundAtlas/status/1962428630145061271) 2025-09-01T08:13Z [---] followers, [---] engagements
"🚀 Ive compounded at 27% annually over the last [--] years. Heres my current global portfolio spanning China LatAm fintech healthcare and more. Full breakdown on Substack #ValueInvesting #EmergingMarkets #Healthcare #Fintech $BABA $OSCR $GAMB $ZETA $UNH $VFC $BIDU $RELY $STNE $FOUR $DLO https://open.substack.com/pub/thecompoundatlas/p/inside-my-high-conviction-globalutm_source=share&utm_medium=android&r=2jdjl https://open.substack.com/pub/thecompoundatlas/p/inside-my-high-conviction-globalutm_source=share&utm_medium=android&r=2jdjl"
[X Link](https://x.com/CompoundAtlas/status/1962510076134269176) 2025-09-01T13:37Z [---] followers, [---] engagements
"$GAMB Another recent interview with @Stocktwits https://youtu.be/V4rQqCqqrlQsi=Z3MHhUVxMUscJ1Mb https://youtu.be/V4rQqCqqrlQsi=Z3MHhUVxMUscJ1Mb"
[X Link](https://x.com/CompoundAtlas/status/1962601995443019836) 2025-09-01T19:42Z [---] followers, [---] engagements
"@TheLongInvest Holding cash sounds like a smart strategy but it's an opportunity cost loss. You have to time it twice right two times one when you exit and another when you enter. Stay fully invested and stay patient"
[X Link](https://x.com/CompoundAtlas/status/1962875730884448427) 2025-09-02T13:50Z [---] followers, [----] engagements
"$BIDU LOL WE JUST TOOK OUR FIRST POSITION ONE MONTH AGO. IS THAT TIMING OR IS THAT TIMING"
[X Link](https://x.com/CompoundAtlas/status/1966385868127850852) 2025-09-12T06:18Z [---] followers, [---] engagements
"$BABA $BIDU $NVDA JUST IN: Alibaba $BABA and Baidu $BIDU are reportedly using their internal chips to train AI models. $NVDA H20 reliance is falling https://t.co/zRE4j7ZTzs JUST IN: Alibaba $BABA and Baidu $BIDU are reportedly using their internal chips to train AI models. $NVDA H20 reliance is falling https://t.co/zRE4j7ZTzs"
[X Link](https://x.com/CompoundAtlas/status/1966454286436425795) 2025-09-12T10:50Z [---] followers, [---] engagements
"Never equate volatility with risk. It's a risk if you are leveraged for sure. Also don't play the timing game. Now regarding your concern on retailers discovery it has not even scratched the surface yet. Go on Google trends and I'll be surprised if you can find me any another stock with a lower search metric"
[X Link](https://x.com/CompoundAtlas/status/1967186305663868968) 2025-09-14T11:18Z [---] followers, [---] engagements
"@olli_tuovinen @makingmoneynow1 Also the parabolic price movement will come when institutions come in not retail. See $ZEPP my last [--] bagger. The parabolic move came when the famous hedge fund Point72 took a 5% stake in company"
[X Link](https://x.com/CompoundAtlas/status/1967189484187086958) 2025-09-14T11:31Z [---] followers, [---] engagements
"$ADUR What more are you waiting for The stock price to move up to prove that you were wrong to wait All the big signals are right in front of your eyes Please comment if you are a stock owner of Aduro and what portfolio size is for you If no very interested to know what are you waiting for $ADUR Head of TotalEnergies R&D Incubation portfolios commented on Aduros LinkedIn post We expect to demonstrate together that we can industrialise their technology I made a video on Sunday predicting Total would be first partner. This new comment makes me even more bullish https://t.co/zSA6ImwovK $ADUR"
[X Link](https://x.com/CompoundAtlas/status/1973643348650135744) 2025-10-02T06:56Z [---] followers, [----] engagements
"$BABA $BIDU $ARKK Cathie Wood is buying on Alibaba and Baidu now. She sold at $120 [--] years back if I'm not wrong. https://www.edgen.tech/news/stock/ark-invest-increases-exposure-to-chinese-technology-amid-ai-development-surge https://www.edgen.tech/news/stock/ark-invest-increases-exposure-to-chinese-technology-amid-ai-development-surge"
[X Link](https://x.com/CompoundAtlas/status/1973645005412864096) 2025-10-02T07:03Z [---] followers, [---] engagements
"We now own 0.1% of $ADUR. Thanks for the opportunity for us to accumulate"
[X Link](https://x.com/CompoundAtlas/status/1992850366124425522) 2025-11-24T06:58Z [---] followers, [---] engagements
"$ADUR Recent coverage by D.Boral Capital"
[X Link](https://x.com/CompoundAtlas/status/1993295323524153835) 2025-11-25T12:26Z [---] followers, [----] engagements
"@AduroCleanTech Hi Aduro team can you please explain how the HCT technology is superior to the current MURA technology given both are water based and MURA is also claiming great yields. Per my basic research Muras conditions are more extreme in pressure which has implications for capex (thickwall reactors highpressure equipment) and hence Aduro can go decentralised / distributed deployment potentially closer to waste generation with lower minimum economic scale. Is that correct @Amateur_Inv @StockResearchWk @TheLongInvest @ClassicValueInv @The_PennyQueen Anyone of you have insights on this"
[X Link](https://x.com/CompoundAtlas/status/2014485702764040485) 2026-01-22T23:49Z [---] followers, [--] engagements
"@TheLongInvest Don't you think this will be highly correlated with the upcoming correction led by AI space"
[X Link](https://x.com/CompoundAtlas/status/2014487297044152745) 2026-01-22T23:56Z [---] followers, [---] engagements
"We are still a long way from reaching our valuation targets (which might need an upgrade by the way). Our average price is $82 and we continue to hold. Go strong. $BABA. @Next100Baggers @TheLongInvest $BABA has been our top holdings for the last [--] months. It's a matter of when not IF. The fundamentals are strong and there are tailwinds now from the competitive and regulatory landscape China money supply Dollar weakness and AI spend. Our SOTP valuation for Baba is $280/sh. @Next100Baggers @TheLongInvest $BABA has been our top holdings for the last [--] months. It's a matter of when not IF. The"
[X Link](https://x.com/CompoundAtlas/status/2014488460166578272) 2026-01-23T00:00Z [---] followers, [---] engagements
"$ZETA - Company with an incredible MOAT but more importantly market is mis pricing and is undervalued. One of the better ways to play the AI trade. $ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE. https://t.co/nEl3eGb0NA $ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE. https://t.co/nEl3eGb0NA"
[X Link](https://x.com/CompoundAtlas/status/2014524818268540978) 2026-01-23T02:25Z [---] followers, [---] engagements
"That's why one should NEVER try to time the market. 🚫 The thing is even if you are RIGHT about the exit you will most likely never be able to time the re-entry. Many people who pulled out of the [----] crash are still sitting on cash 💸📉 #Investing #StockMarket #Finance #WealthManagement https://twitter.com/i/web/status/2014525625873334533 https://twitter.com/i/web/status/2014525625873334533"
[X Link](https://x.com/CompoundAtlas/status/2014525625873334533) 2026-01-23T02:28Z [---] followers, [---] engagements
"Our portfolio holdings (in order of %) - $ADUR $BABA $OSCR $KSPI $BIDU $ZETA $GRRR $JD $GAMB $STNE $FOUR $HIMS $ROOT $RELY $PYPL $IINN $NVO"
[X Link](https://x.com/CompoundAtlas/status/2014526284681118181) 2026-01-23T02:31Z [---] followers, [---] engagements
"🚨 Dont sleep on this. Incredible insights from Alex Timm regarding the future of $ROOT. Listen here: https://event.summitcast.com/view/GC3Lpwomn4ZmhBu9nkP7aE/WnTHDwtZzbwzfW4k45zDWd https://event.summitcast.com/view/GC3Lpwomn4ZmhBu9nkP7aE/WnTHDwtZzbwzfW4k45zDWd"
[X Link](https://x.com/CompoundAtlas/status/2014591990563053883) 2026-01-23T06:52Z [---] followers, [---] engagements
"$BABA JPMorgan estimating value of Pingtouge (Alibaba's semiconductor subsidiary) between $11/share to $28/share"
[X Link](https://x.com/CompoundAtlas/status/2015015269706719405) 2026-01-24T10:54Z [---] followers, [---] engagements
"@Akshat_World You are doing great @Akshat_World Continue your journey. Really proud We share very similar philosophies and principals and were able to do good as well. Our total investment of $840K SGD has turned to $1.9M SGD in the last three years with an annual CAGR of 36%"
[X Link](https://x.com/CompoundAtlas/status/2015334598956532145) 2026-01-25T08:03Z [---] followers, [--] engagements
"$PYPL Good read. $PYPL https://t.co/KlpFDeYNhk Happy Saturday night people Attached is a link to my article on PayPal I have been working on all day Completely free Enjoy https://t.co/70vdbqb4zU $PYPL https://t.co/KlpFDeYNhk Happy Saturday night people Attached is a link to my article on PayPal I have been working on all day Completely free Enjoy https://t.co/70vdbqb4zU"
[X Link](https://x.com/CompoundAtlas/status/2015343785488900562) 2026-01-25T08:39Z [---] followers, [---] engagements
"We are looking at a $700M EV company disrupting a $300B industry with 1% market share. Here is the thesis on Management Tech Edge and why the Valuation is broken 🧵👇"
[X Link](https://x.com/CompoundAtlas/status/2015384547551318022) 2026-01-25T11:21Z [---] followers, [---] engagements
"1/ The Management & Allocation 🧠 Founder-led. These guys aren't empty suits; they know the actuarial game inside out. Crucially they ignore the quarterly Wall St. hamster wheel. Focus on IRR & long-term capital allocation. Marketing is counter-cyclical: They push hard when Geico/Progressive pull back and show discipline when rates get expensive. https://twitter.com/i/web/status/2015384549572968504 https://twitter.com/i/web/status/2015384549572968504"
[X Link](https://x.com/CompoundAtlas/status/2015384549572968504) 2026-01-25T11:21Z [---] followers, [--] engagements
"3/ The Moat: Speed & Data ⚡ Why cant the 100-year-old incumbents copy this Legacy insurers: Manual pricing adjustments. Root: Closed-loop tech system. Root just shipped a pricing model bump that increased LTV by 20%. Incumbents do this once every [--] years; Root does it constantly. Pricing actually drops for good drivers. 100% API-driven (crucial for embedded partnerships like Carvana)"
[X Link](https://x.com/CompoundAtlas/status/2015384553830195462) 2026-01-25T11:21Z [---] followers, [--] engagements
"4/ The Growth Runway (TAM) 🚀 The US Auto Insurance market is $300B. Root has 1% share as of Jan '26. Levers to pull: 10x the Independent Agent channel. Scale OEM & Financial Services partnerships. Expand from [--] states to National coverage"
[X Link](https://x.com/CompoundAtlas/status/2015384555725996483) 2026-01-25T11:21Z [---] followers, [--] engagements
"5/ The Valuation Disconnect 📉 Let's do the napkin math on a "Steady State" future: Steady State Margin: 12% Target PE: 18x Implied P/S: 2.2x Real numbers: Sales: $1.5B Fair Value EV: $3.3B Current EV: $0.7B The market is mispricing this by 4-5x"
[X Link](https://x.com/CompoundAtlas/status/2015384558024396944) 2026-01-25T11:21Z [---] followers, [--] engagements
"I agree. The way I think about any investment is simple: if I walked into the boardroom today and offered to buy the company at the current value what would the reaction be In $ADURs case Id be kicked out. That tells you everything. Dont anchor to the stock priceeventually price converges to value. https://twitter.com/i/web/status/2015435828445724989 https://twitter.com/i/web/status/2015435828445724989"
[X Link](https://x.com/CompoundAtlas/status/2015435828445724989) 2026-01-25T14:45Z [---] followers, [---] engagements
"@Ashton_1nvests You can always find bear markets even in a bull market (sectors countries etc). We prefer to stay fulle invested. Timing to deploy that excess cash is very very tough"
[X Link](https://x.com/CompoundAtlas/status/2015623096007541147) 2026-01-26T03:09Z [---] followers, [--] engagements
"1/ MANAGEMENT: Founder-led owner-operated battle-tested Kaspi is run by the same founding team for 15+ years rare especially in fintech. CEO Mikheil Lomtadze owns 23% Chairman Vyacheslav Kim owns 21% Founding deputies own another 4% Thats real skin in the game"
[X Link](https://x.com/CompoundAtlas/status/2015651984301535408) 2026-01-26T05:04Z [---] followers, [--] engagements
"2/ CEO quality is elite (and underappreciated) Mikheil Lomtadze: Built Kaspi from [----] to a dominant super-app Harvard MBA ex-Baring Vostok (PE) EY background Repeatedly named Best CEO in Kazakhstan (Forbes PwC) Execution hype. Profitability growth-at-all-costs"
[X Link](https://x.com/CompoundAtlas/status/2015651986566414794) 2026-01-26T05:04Z [---] followers, [--] engagements
"5/ Dominant market share = scale advantages In Kazakhstan: 80% share in e-commerce payments 45% share in digital banking Near-ubiquitous adoption across a 20M population Scale lower costs better data better credit wider moat"
[X Link](https://x.com/CompoundAtlas/status/2015651993868501265) 2026-01-26T05:04Z [---] followers, [--] engagements
"$UNH $BABA $BIDU $JD $KWEB $PDD $NIO The irony is wild. The US has become the bigger source of policy uncertainty. China is far more predictable. Yet the capital fled China over regulation fears. Narratives matter more than factsuntil they dont"
[X Link](https://x.com/CompoundAtlas/status/2015932593280258286) 2026-01-26T23:39Z [---] followers, [---] engagements
"@investingwithac Yeah it's a positive signal for sure but I won't read completely into it. I work for big tech myself. The way we hire is around annual cycles after budgeting is complete. You might be right as well though. Whati agree is that this cannot be a negative signal"
[X Link](https://x.com/CompoundAtlas/status/2016165271191617996) 2026-01-27T15:03Z [---] followers, [--] engagements
"🚨 Were adding to $VTY (Vistry Group) A leading UK housebuilder pivoting to a partnerships model 🏘 (think $NVR non-cyclical growth). 📉 Stock crushed after [--] profit warnings in [----]. 💰 CEO bought $1M shares at [--]. 🔙 Company buying back stock. 🎯 Medium-term target: $600M$800M earnings by [----] at 15x = $9B$12B valuation vs $2B today. This could be a 5x rerating + portfolio diversifier. 🌍 Want the deep dive 👀 https://twitter.com/i/web/status/1964209997010907589 https://twitter.com/i/web/status/1964209997010907589"
[X Link](https://x.com/CompoundAtlas/status/1964209997010907589) 2025-09-06T06:12Z [---] followers, [---] engagements
"$VTY thesis keeps getting stronger 🚀 👉 39B GOVT SPENDING on affordable housing over the next decade 👉 Massive RENT CONVERGENCE tailwind 📈 Can you look BEYOND the historic numbers"
[X Link](https://x.com/CompoundAtlas/status/1966042301198934105) 2025-09-11T07:33Z [---] followers, [---] engagements
"Shifted my $BABX gains into $BABA 🚀 Great ride from $110 $150 at a 2X gain (67% gain) Drop back near $120 and Ill jump in again with BABX 😜"
[X Link](https://x.com/CompoundAtlas/status/1966137067572019535) 2025-09-11T13:49Z [---] followers, [--] engagements
"PORTFOLIO UPDATE ($2.6M) The Compound Atlas YTD: +131% S&P [---] YTD: 11.95% The Compound Atlas 1Yr: 145% S&P [---] 1Yr: 18.5% The Compound Atlas 3Yr: 196% S&P [---] 3Yr: 62% Since Feb [----] The Compound Atlas: 231% S&P 500: 67% POSITIONS HELD: $BABA $ADUR $OSCR $BIDU $NU $VTY $STNE $KSPI $GAMB $FOUR $UNH $DLO $VFC $RELY $ZETA $HIMS $JD $GOOGL $DQ COUNTRY ALLOCATION US: 30.6% China: 26.9% 🌎 LATAM: 15.1% Canada: 11.2% UK: 10.4% Kazakhstan: 5.1% https://twitter.com/i/web/status/1967016336472809841 https://twitter.com/i/web/status/1967016336472809841"
[X Link](https://x.com/CompoundAtlas/status/1967016336472809841) 2025-09-14T00:03Z [---] followers, [----] engagements
"$VTY showing some strong buying post earnings call sell off. This thing is going to take off soon"
[X Link](https://x.com/CompoundAtlas/status/1967517318508110165) 2025-09-15T09:14Z [---] followers, [---] engagements
"@TheLongInvest $VTY UK housebuilder. Shifting to partnership model (high ROCE) - NVR style"
[X Link](https://x.com/CompoundAtlas/status/1968043057544303076) 2025-09-16T20:03Z [---] followers, [----] engagements
"$VTY Is this breaking out Any Vistry investors here"
[X Link](https://x.com/CompoundAtlas/status/1968317852831928782) 2025-09-17T14:15Z [---] followers, [---] engagements
"PORTFOLIO UPDATE The Compound Atlas YTD: +15.8% S&P [---] YTD: 0.8% The Compound Atlas 1Yr: 121% S&P [---] 1Yr: 13.6% The Compound Atlas 3Yr: 193% S&P [---] 3Yr: 76% Since Feb [----] The Compound Atlas: 202% S&P 500: 67% POSITIONS HELD: $ADUR $BABA $OSCR $KSPI $BIDU $ZETA $GRRR $JD $GAMB $STNE $FOUR $HIMS $ROOT $RELY $PYPL $IINN $NVO $DQ https://twitter.com/i/web/status/2014530735118680559 https://twitter.com/i/web/status/2014530735118680559"
[X Link](https://x.com/anyuser/status/2014530735118680559) 2026-01-23T02:48Z [---] followers, [----] engagements
"I think they are being a little conservative with valuation but even with that it's coming up as 21% IRR from here. Decent read. $FOUR The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://t.co/0kU9EgbsjR The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://t.co/0kU9EgbsjR"
[X Link](https://x.com/CompoundAtlas/status/2014830485810380878) 2026-01-23T22:39Z [---] followers, [---] engagements
"As soon as NGP results are out & validated we all agree the key risk shifts to commercialization (partners funding runway until revenues etc). Thought experiment: if that risk does materialize whats $ADUR worth anyway Bids for its tech & patents to disrupt a $100B+ industry $2B $3B $5B Thats your downside protection today. https://twitter.com/i/web/status/2015363023599489043 https://twitter.com/i/web/status/2015363023599489043"
[X Link](https://x.com/CompoundAtlas/status/2015363023599489043) 2026-01-25T09:56Z [---] followers, [---] engagements
"$UNH Earnings miss and weak guidance. Stock down 13% pre-market. Anyone buying here on weakness $UNH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $113.22B (Est. $113.87B) 🔴 🔹 Adj. EPS: $2.11 (Est. $2.10) 🟢 🔹 Medical Care Ratio: 92.4% (Est. 92.1%) 🔴 🔹 Operating Margin: 0.3% (Est. 2.9%) 🔴 🔹 4Q charge: $1.6B net of taxes ($1.78/sh); excluded from adjusted earnings FY Guide: https://t.co/WTwoW1VEsK $UNH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $113.22B (Est. $113.87B) 🔴 🔹 Adj. EPS: $2.11 (Est. $2.10) 🟢 🔹 Medical Care Ratio: 92.4% (Est. 92.1%) 🔴 🔹 Operating Margin: 0.3% (Est. 2.9%) 🔴 🔹 4Q"
[X Link](https://x.com/CompoundAtlas/status/2016119528447737997) 2026-01-27T12:02Z [---] followers, [---] engagements
"@Stefan_Skippy Looks a bit overstretched. The mines are not valued on today's prices but based on average future value of copper price for next few years. So it depends how desperate and greedy the buyer is ;) In any case we are talking about multiples here. Good luck to us"
[X Link](https://x.com/CompoundAtlas/status/2016153358068023423) 2026-01-27T14:16Z [---] followers, [--] engagements
"@alexcapital01 These guys sandbag the estimates big time Won't be surprised"
[X Link](https://x.com/CompoundAtlas/status/2016154052644766204) 2026-01-27T14:19Z [---] followers, [---] engagements
"$STNE guiding $2.8 EPS (BLR $15/sh) next year growing earnings 25%+ buying back shares. At just 6x FWD PE today. Even a modest 15x implies $43/share. What multiple would you give this business 🤔📈"
[X Link](https://x.com/CompoundAtlas/status/2016192293028692334) 2026-01-27T16:51Z [---] followers, [---] engagements
"@RetiredLifeNC @weary_centurion Went with a 40% position with $BABX at $70. Converted back to $BABA at $150. Gift from god"
[X Link](https://x.com/CompoundAtlas/status/2016194224572780552) 2026-01-27T16:58Z [---] followers, [---] engagements
"I agree. People often miss the impact of debt in valuation. But even if EV/EBITDA stays flat as debt is paid down EV mechanically turns into market cap. From here you have three tailwinds: [--]. No multiple expansion needed debt paydown alone lifts equity [--]. Potential re-rating from deleveraging + improving industry sentiment [--]. FCF ramping toward $1B Thats three forces working in your favor. https://twitter.com/i/web/status/2016330726514557184 https://twitter.com/i/web/status/2016330726514557184"
[X Link](https://x.com/CompoundAtlas/status/2016330726514557184) 2026-01-28T02:01Z [---] followers, [---] engagements
"Weve held this since $60 avg $82 and were still holding. Theres a lot of juice left. The game has just started. The carnage began when the Ant/Alipay listing was derailed. It likely ends when the Alipay listing comes back. Hold through the noise. Thats usually when retail finally shows up. https://twitter.com/i/web/status/2016371485372514468 https://twitter.com/i/web/status/2016371485372514468"
[X Link](https://x.com/CompoundAtlas/status/2016371485372514468) 2026-01-28T04:43Z [---] followers, [--] engagements
"@accounting_ds Heres my journey: $10K - $100K (7 years) $100K - $200K (3 years) $200K - $500K (1 year) $500K - $1M (2 years) $1M - $2M (2 years) $2M - $3M (2 years)"
[X Link](https://x.com/CompoundAtlas/status/2016373444506751112) 2026-01-28T04:51Z [---] followers, [---] engagements
"$ADUR Going in the right direction back to 52wk high +5%"
[X Link](https://x.com/CompoundAtlas/status/2016522233896931637) 2026-01-28T14:42Z [---] followers, [---] engagements
"@SharpInvesting1 The multiples are trading like it's a dying company even the analysts are projecting some growth. Even without a revenue acceleration this company deserves a P/FCF of 15-18"
[X Link](https://x.com/CompoundAtlas/status/2016692783210475581) 2026-01-29T02:00Z [---] followers, [--] engagements
"@zerohedge This is on top of Dollar Index falling itself"
[X Link](https://x.com/CompoundAtlas/status/2016749425713095151) 2026-01-29T05:45Z [---] followers, [---] engagements
"$BABA https://www.reuters.com/world/asia-pacific/alibaba-merge-with-chinas-zelos-2-billion-robovan-business-wsj-reports-2026-01-29/ https://www.reuters.com/world/asia-pacific/alibaba-merge-with-chinas-zelos-2-billion-robovan-business-wsj-reports-2026-01-29/"
[X Link](https://x.com/CompoundAtlas/status/2016803132815397233) 2026-01-29T09:18Z [---] followers, [---] engagements
"$BIDU Sharpening their pencils on the consumer business. https://www.scmp.com/tech/big-tech/article/3341294/chinas-baidu-merges-key-app-businesses-drive-consumer-ai-push https://www.scmp.com/tech/big-tech/article/3341294/chinas-baidu-merges-key-app-businesses-drive-consumer-ai-push"
[X Link](https://x.com/CompoundAtlas/status/2016803445970461065) 2026-01-29T09:19Z [---] followers, [--] engagements
"$ADUR ONE STEP AT A TIME WE ARE GETTING. TICK TOCK Long $ADUR - News: Scale-Up: Chemelot Selected for FOAK Commercial Plant Aduro just executed a major step in its scale-up roadmap: The company has officially selected Chemelot Industrial Park (CIP) in Sittard-Geleen Netherlands as the site for its First-of-a-Kind (FOAK) https://t.co/vHBh9Flp3m Long $ADUR - News: Scale-Up: Chemelot Selected for FOAK Commercial Plant Aduro just executed a major step in its scale-up roadmap: The company has officially selected Chemelot Industrial Park (CIP) in Sittard-Geleen Netherlands as the site for its"
[X Link](https://x.com/CompoundAtlas/status/2016870940181959099) 2026-01-29T13:47Z [---] followers, [---] engagements
"@Bitcoin_Teddy Don't speculate your money on the words of speculators"
[X Link](https://x.com/CompoundAtlas/status/2017785466947506407) 2026-02-01T02:21Z [---] followers, [---] engagements
"@Gubloinvestor And I see the FinTwit going bearish for the first time. That's a bullish signal imo"
[X Link](https://x.com/CompoundAtlas/status/2017790280741884127) 2026-02-01T02:41Z [---] followers, [---] engagements
"@GrindeOptions Let's put it differently. $TSLA is an investment. Bitcoin is speculation. There's nothing wrong with speculation if you know you are speculating but those are completely two different things"
[X Link](https://x.com/CompoundAtlas/status/2017797997246238973) 2026-02-01T03:11Z [---] followers, [---] engagements
"@itsRobertBurns $ORRCF $OCO But the special part of this stock is this will play out very well even if copper cycle doesn't play out"
[X Link](https://x.com/CompoundAtlas/status/2018649382430838916) 2026-02-03T11:34Z [---] followers, [---] engagements
"🧵 $KSPI A high-quality compounder hiding in plain sight Lets break it down: Management Moat TAM Valuation and why the stock is down 👇 http://Kaspi.kz http://Kaspi.kz"
[X Link](https://x.com/CompoundAtlas/status/2015651981495566790) 2026-01-26T05:04Z [---] followers, [---] engagements
"$KSPI: A true growth company AND a screaming deep value play. Dominates Kazakhstan's fintech ecosystem with explosive revenue growth sky-high margins (70%+ ops) fortress balance sheet and 9% dividend yieldall at just 7x P/E. Rare combo. Few assets out there offer this. Who's with me https://twitter.com/i/web/status/2017783678559260673 https://twitter.com/i/web/status/2017783678559260673"
[X Link](https://x.com/CompoundAtlas/status/2017783678559260673) 2026-02-01T02:14Z [---] followers, [---] engagements
"$KSPI The more I study about this company the more bullish I get about it. And it's trading at a freaking cheap valuation. A quick glimpse of it's recent innovation - pay by palm https://www.youtube.com/watchv=Lm6tLfBuEQ0 https://www.youtube.com/watchv=Lm6tLfBuEQ0"
[X Link](https://x.com/CompoundAtlas/status/2020510095533113527) 2026-02-08T14:48Z [---] followers, [---] engagements
"Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge"
[X Link](https://x.com/CompoundAtlas/status/2020514975328972890) 2026-02-08T15:08Z [---] followers, [----] engagements
"Added more today $KSPI Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd"
[X Link](https://x.com/CompoundAtlas/status/2020898943404789973) 2026-02-09T16:33Z [---] followers, [---] engagements
"$FOUR $GAMB $RELY and $KSPI are all holding green while the market bleeds. This is exactly why you diversify into high-conviction "non-correlated" plays. 💎🙌"
[X Link](https://x.com/CompoundAtlas/status/2019081714341953821) 2026-02-04T16:12Z [---] followers, [---] engagements
"$OSCR folks: how are you reading $CI earnings Any bullish/bearish signals for Oscar from the 83.7%84.7% MCR guidance"
[X Link](https://x.com/CompoundAtlas/status/2019400626883740124) 2026-02-05T13:20Z [---] followers, [---] engagements
"$GAMB At these levels I don't understand who's selling. My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of the My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of"
[X Link](https://x.com/CompoundAtlas/status/1993557198396592486) 2025-11-26T05:47Z [---] followers, [---] engagements
"$GAMB Another great interview with @charlesgillespi by @Stocktwits. TL;DR If you believe the marketing business is not going to zero this company is criminally undervalued https://youtu.be/2wW1kmbRKAgsi=iOJ9F5Z7SIKFnfX4 https://youtu.be/2wW1kmbRKAgsi=iOJ9F5Z7SIKFnfX4"
[X Link](https://x.com/CompoundAtlas/status/1998261328906211756) 2025-12-09T05:20Z [---] followers, [---] engagements
"@TheLongInvest We made our first 1000% gainer last year with $ZEPP :) Hardly anyone on FinTwit talked about it Finally Point72 fund took a 5%+ stake in the company"
[X Link](https://x.com/CompoundAtlas/status/2015341403451379738) 2026-01-25T08:30Z [---] followers, [---] engagements
"$ADUR In the trading world where months feel like years do you have the patience to wait a few months Also this guy creates some of the most sensible content always bringing fresh perspectives - follow him to track this company closely When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C"
[X Link](https://x.com/CompoundAtlas/status/2015805743514124542) 2026-01-26T15:15Z [---] followers, [----] engagements
"$AST investors - PTAL. This will be interesting to you folks"
[X Link](https://x.com/CompoundAtlas/status/2015835288606802427) 2026-01-26T17:12Z [---] followers, [--] engagements
"$PLTR 2028: $12.4B sales $4.9B net income Bold assuming 35-40% CAGR from today's $4-4.5B run-rate. 40x net = $196B mcap $82/share (2.38B shares out). 50x = $245B $103/share. Current $147 That's pricing in perfection + zero deceleration. Margin of safety Thin to none at these levels. I'd nibble sub-$70. What's your trigger https://twitter.com/i/web/status/2017788918624878854 https://twitter.com/i/web/status/2017788918624878854"
[X Link](https://x.com/CompoundAtlas/status/2017788918624878854) 2026-02-01T02:35Z [---] followers, [--] engagements
"Disruption doesnt start with marketing decks. It starts with the headcount. Only one of these companies has a massive concentration of engineers & data scientists. Guess whos actually trying to reinvent a 100-year-old industry. $ROOT $PGR"
[X Link](https://x.com/CompoundAtlas/status/2021148059837792581) 2026-02-10T09:03Z [---] followers, [----] engagements
"6/ Why is the stock down (The Opportunity) Two main reasons the market is spooked: Noise from one-time warrants/expenses (Carvana deal). Q4 '25 Competition: Majors pushed ad spend so Root disciplined pulled back (see point #1)"
[X Link](https://x.com/CompoundAtlas/status/2015384560159318055) 2026-01-25T11:21Z [---] followers, [---] engagements
"7/ Summary Tech advantage incumbents can't match. Massive runway in Agency channel. Valuation implies bankruptcy or stagnation creating a massive margin of safety. This is an asymmetry play. Long $ROOT"
[X Link](https://x.com/CompoundAtlas/status/2015384562063589808) 2026-01-25T11:21Z [---] followers, [---] engagements
"Accounts you MUST follow if youre tracking these stocks. I mightve missed a fewdrop your favorites in the comments 👇 $ADUR: @ClassicValueInv @The_PennyQueen @makingmoneynow1 @Amateur_Inv @StockResearchWk @TheLongInvest $OSCR: @investingwithac @TheRonnieVShow $ZETA: @wealthmatica $KSPI: @SharpInvesting1 (His YouTube channel) $ROOT: @KabraxFX $PYPL: @weary_centurion @Kross_Roads @HedgeFundTips $HIMS: @himshouse China: @BrianTycangco @Sino_Market https://twitter.com/i/web/status/2015627913992057091 https://twitter.com/i/web/status/2015627913992057091"
[X Link](https://x.com/CompoundAtlas/status/2015627913992057091) 2026-01-26T03:28Z [---] followers, [----] engagements
"@ClassicValueInv @The_PennyQueen @makingmoneynow1 @Amateur_Inv @StockResearchWk @TheLongInvest @investingwithac @TheRonnieVShow Forgot to mention @_mm85 for China. He inspired us to deep dive to $ZEPP. Our first [--] bagger"
[X Link](https://x.com/CompoundAtlas/status/2015644717472735617) 2026-01-26T04:35Z [---] followers, [---] engagements
"3/ Culture = long-term compounding Strengths of this team: Extreme tenure & stability Shareholder-aligned incentives Customer-first product decisions Profitable growth (almost unheard of in fintech) This is not a promo-driven cash-burning organization"
[X Link](https://x.com/CompoundAtlas/status/2015651988860785133) 2026-01-26T05:04Z [---] followers, [--] engagements
"4/ MOAT: A true super-app with two-sided network effects Kaspi integrates: Payments (Kaspi Pay P2P bill pay) Marketplace (e-commerce) Fintech (loans deposits BNPL insurance) Consumers live in the app. Merchants depend on it. Switching costs = huge"
[X Link](https://x.com/CompoundAtlas/status/2015651991301820547) 2026-01-26T05:04Z [---] followers, [--] engagements
"$BIDU Typical - upgrades following stock price BAIDU ADR TARGET PRICE RAISED TO $196.00 FROM $178.00 BY NOMURA #BAIDU #AI $BIDU https://t.co/tJxfNyPsrf https://t.co/voHSvzBHDt BAIDU ADR TARGET PRICE RAISED TO $196.00 FROM $178.00 BY NOMURA #BAIDU #AI $BIDU https://t.co/tJxfNyPsrf https://t.co/voHSvzBHDt"
[X Link](https://x.com/CompoundAtlas/status/2015664636465676720) 2026-01-26T05:54Z [---] followers, [---] engagements
"@Stefan_Skippy Interesting. Yeah. Not sure at what copper price will the buyout happen. I'm assuming the old evaluation on conservative side. At $1.5B NPV * 85% ownership* 30% buyout price = $380M (Roughly 3x). On higher side maybe $2.5B NPV * 85% * 50% = $1B (8x). What are your assumptions"
[X Link](https://x.com/CompoundAtlas/status/2015993961157206281) 2026-01-27T03:43Z [---] followers, [--] engagements
"@weary_centurion Opinion follows trend my friend. The same folks will be upgrading after the stock price reverses. We have played this beautifully in $BABA $BIDU for the last [--] years. The same analysts who were downgrading when stock price was falling are upgrading AFTER stock is up"
[X Link](https://x.com/CompoundAtlas/status/2016165946793361741) 2026-01-27T15:06Z [---] followers, [---] engagements
"$ROOT Nothing beats direct feedback from the groundfrom people who know the user journey inside out. A former Product Manager at $ROOT explains the pain points solved by the Root Agent Portal (RAP): "It is a modern agent system powered by the carrier platform. It is a front-end tool for agents to bind policies much better than other carriers. Many agent portals like those for A former Product Manager at $ROOT explains the pain points solved by the Root Agent Portal (RAP): "It is a modern agent system powered by the carrier platform. It is a front-end tool for agents to bind policies much"
[X Link](https://x.com/CompoundAtlas/status/2016287939018490297) 2026-01-27T23:11Z [---] followers, [----] engagements
"Algos selling $ROOT on a $CVNA short report. We added here"
[X Link](https://x.com/CompoundAtlas/status/2016579038907969856) 2026-01-28T18:28Z [---] followers, [---] engagements
"You are right. Those too. The question is that is $CVNA going down as a company or the stock needs to be de-rated and they need to reevaluate the numbers. As long as the company is the same on ground numbers for $ROOT will not change. I'm a big fan of @robvinall and it's his biggest conviction bet. Would be good to wait for Carvana to respond. https://twitter.com/i/web/status/2016675594331935201 https://twitter.com/i/web/status/2016675594331935201"
[X Link](https://x.com/CompoundAtlas/status/2016675594331935201) 2026-01-29T00:51Z [---] followers, [---] engagements
"Shift4 Payments $FOUR stands to gain from a weakening USD & surging int'l revenue (now 26% non-USD thx Global Blue). Foreign earnings convert to more $$$ boosting cash plus weaker dollar makes it easier to pay off $5B debt mostly denominated in USD"
[X Link](https://x.com/CompoundAtlas/status/2016829477842800880) 2026-01-29T11:03Z [---] followers, [---] engagements
"$ROOT on autonomous vehicles $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their https://t.co/Yf5lPq2cya $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their"
[X Link](https://x.com/CompoundAtlas/status/2017224069020848316) 2026-01-30T13:11Z [---] followers, [---] engagements
"$OSCR This has a direct impact on stable margins. What does it mean At similar growth rates having higher net margins would justify better P/S multiples vs peers. Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of deciding: Is this covered How much do we pay How much does the patient owe Most insurers auto-adjudicate 80% of claims. The other https://t.co/PUPgjw9DGC Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of"
[X Link](https://x.com/CompoundAtlas/status/2017636816539857049) 2026-01-31T16:31Z [---] followers, [----] engagements
"$ZETA A good price to buy imo for a company with a very strong moat. By [----] it should reach a net income of $400M At 20x it deserves a valuation of $8B by [----]. That's 20% CAGR from here. If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x"
[X Link](https://x.com/CompoundAtlas/status/2017641319737528619) 2026-01-31T16:49Z [---] followers, [----] engagements
"Bullish on $ZETA & holding strong but questioning some wild valuations/targets floating around. Assuming stable 20% net margins on $2B fwd sales = $400M net income. At 20x multiple that's $8B mcap or $32/share. What's your take on fair value today Why"
[X Link](https://x.com/CompoundAtlas/status/2017782114226475349) 2026-02-01T02:08Z [---] followers, [---] engagements
"Suddenly everyone on FinTwit is less bullish. Not much has changed in a couple of months other than stock price. I was holding a purchase until it fell down from $60. To me this looks like a very safe bond giving a 15%+ yield minimum. Opinion follows trend Don't make that mistake. https://twitter.com/i/web/status/2017784767748727063 https://twitter.com/i/web/status/2017784767748727063"
[X Link](https://x.com/CompoundAtlas/status/2017784767748727063) 2026-02-01T02:19Z [---] followers, [--] engagements
"Remember a good investment is not investing in a good company. It's about what you pay for that company. PRICE IS WHAT YOU PAY VALUE IS WHAT YOU GET"
[X Link](https://x.com/CompoundAtlas/status/2017791597866586502) 2026-02-01T02:46Z [---] followers, [--] engagements
"@Mrcryptoxwhale Be careful in investing in assets for which prices are driven just by narratives. It can change without giving you much time to react"
[X Link](https://x.com/CompoundAtlas/status/2017795446090215520) 2026-02-01T03:01Z [---] followers, [----] engagements
"Note: We are still in the GREED territory"
[X Link](https://x.com/CompoundAtlas/status/2017798890632999256) 2026-02-01T03:15Z [---] followers, [--] engagements
"Very well written articlean excellent thought process that mirrors how weve been thinking. Couldn't have explained it better. Summarising the takeaway: "While investors scrutinize the Pilot status they are missing the forest for the trees." Long $ADUR $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News"
[X Link](https://x.com/CompoundAtlas/status/2017897308780982422) 2026-02-01T09:46Z [---] followers, [----] engagements
"@Gubloinvestor $ADUR"
[X Link](https://x.com/CompoundAtlas/status/2017959769781539180) 2026-02-01T13:54Z [---] followers, [---] engagements
"BULL Market creates BAD investors BAD investors cause BEAR market BEAR markets create SMART investors SMART investors cause BULL market And the CYCLE goes on"
[X Link](https://x.com/CompoundAtlas/status/2018022618159620302) 2026-02-01T18:04Z [---] followers, [--] engagements
"The only real safe haven is earnings. Own durable businesses when theyre mispriced. Volatility risk. Risk needs a hedge. Volatility needs patience. Chasing shiny non-yielding assets just turn investing into musical chairs. Someone always gets left standing"
[X Link](https://x.com/CompoundAtlas/status/2018128366600425569) 2026-02-02T01:04Z [---] followers, [--] engagements
"@Couch_Investor @usopen @carlosalcaraz Why did you put Andy in there 😝"
[X Link](https://x.com/CompoundAtlas/status/2018152688404599173) 2026-02-02T02:41Z [---] followers, [---] engagements
"@Kross_Roads What's your investment IRR expectation and based on that what growth rates do you have to see for PainPal $PYPL FCF margins will be touching 20% by [----] if there's no movement in stock price. From here even getting a 5% growth rate will give you a 20%+ return"
[X Link](https://x.com/CompoundAtlas/status/2018176248653210063) 2026-02-02T04:14Z [---] followers, [---] engagements
"Legacy insurers can't touch it: Decades-old core systems = tech debt nightmare. Retrofitting for embedded APIs Massive capex + years of pain. They compete with themselveswhy give flow to a partner when it cannibalizes direct sales Root's modern API-first platform is plug-and-play for OEMs like Hyundai. No drama"
[X Link](https://x.com/CompoundAtlas/status/2018188656813711698) 2026-02-02T05:04Z [---] followers, [--] engagements
"Hyundai partnership progress (2025-2026): Announced April [----] with HCA Co-branded offering live for Hyundai Motor Finance customers Dedicated landing pages direct mail app management Hyundai trademarked "Secure+" likely white-label powered by Root (just like Carvana). Early innings but volume can scale fast. https://twitter.com/i/web/status/2018188658734715388 https://twitter.com/i/web/status/2018188658734715388"
[X Link](https://x.com/CompoundAtlas/status/2018188658734715388) 2026-02-02T05:04Z [---] followers, [---] engagements
"This isn't "another channel" - it's structural advantage: lower CAC superior data sticky OEM integration virtuous cycle of better pricing more partners more data. Legacy can't copy without reinventing themselves. $ROOT is positioned to capture embedded auto growth. Early undervalued huge upside. 🚀 What do you think - multi-bagger potential $ROOT #investing https://twitter.com/i/web/status/2018188660852822238 https://twitter.com/i/web/status/2018188660852822238"
[X Link](https://x.com/CompoundAtlas/status/2018188660852822238) 2026-02-02T05:04Z [---] followers, [---] engagements
"@AbdrazakAlmas Yes a big reason is that the investor pool used to be of dividend investors. They will come back eventually meanwhile we can accumulate stock at lower prices :)"
[X Link](https://x.com/CompoundAtlas/status/2018188903967260715) 2026-02-02T05:05Z [---] followers, [--] engagements
"I'd cheer a 50% market crash tomorrow & double down HARD. If you're not cashing out next week for retirement/living expenses why rationally root for endless bull runs Biggest compounding gains come from buying low in bears not chasing highs in bulls . Bull market makes you feel good. Bear market helps you build wealth. https://twitter.com/i/web/status/2018235529826054617 https://twitter.com/i/web/status/2018235529826054617"
[X Link](https://x.com/CompoundAtlas/status/2018235529826054617) 2026-02-02T08:10Z [---] followers, [--] engagements
"@SayNoToTrading @RealMattMoney @amitisinvesting I understand he's still holding $PLTR If that's the case it doesn't even need to be debated. I can bet in public that from these levels Palantir will under perform S&P 500"
[X Link](https://x.com/CompoundAtlas/status/2018251726609162575) 2026-02-02T09:14Z [---] followers, [---] engagements
"$ADUR Good analysis of competitive landscape Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy"
[X Link](https://x.com/CompoundAtlas/status/2018384153717477806) 2026-02-02T18:00Z [---] followers, [----] engagements
"@Durk46415509 @Sundance88088 @aincomeinvestor There's always a bear market somewhere. Small caps Payments Healthcare Emerging markets - there are many sectors trading at a reasonable valuations. We have some great companies in our portfolio - most of them or all of them are trading at reasonable valuations :)"
[X Link](https://x.com/CompoundAtlas/status/2018462064034144666) 2026-02-02T23:10Z [---] followers, [--] engagements
"$PYPL earnings tomorrow. Polymarket predicts 81% chance it beats earnings. FinTwit is super bearish for the first time. Two bullish signals. Let's see"
[X Link](https://x.com/CompoundAtlas/status/2018469418981118410) 2026-02-02T23:39Z [---] followers, [---] engagements
"@chillipickle7 @SpecificWhite This means you agree that the stock should significantly re-rate once pilot data is there. At least we both can agree on that. Yes it's a "calculated" risk some of us have taken. Time will tell whether that data is good or not"
[X Link](https://x.com/CompoundAtlas/status/2018551001402449925) 2026-02-03T05:03Z [---] followers, [--] engagements
"The real question isnt growth its survival. Do you see $PYPL still around in [--] years Assume ZERO growth. No turnaround. That actually means losing share (below GDP). Even then: $10B cash $6B FCF every year At a $40B market cap this goes private in [--] years. Market has puked and most likely capitulated. Have you @HedgeFundTips @TheLongInvest https://twitter.com/i/web/status/2018836642514272734 https://twitter.com/i/web/status/2018836642514272734"
[X Link](https://x.com/CompoundAtlas/status/2018836642514272734) 2026-02-03T23:58Z [---] followers, [---] engagements
"Very good (dark) perspective from a $PYPL veteran. While the company might be oversold it clearly needs to reinvest how they approach payments and customers. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak"
[X Link](https://x.com/CompoundAtlas/status/2018845214912413873) 2026-02-04T00:33Z [---] followers, [---] engagements
"@SharpInvesting1 @TheRayMyers @SharpInvesting1 you have initiated a position in $ZETA What's your opinion on the recent $PYPL massacre :)"
[X Link](https://x.com/CompoundAtlas/status/2018847285178994771) 2026-02-04T00:41Z [---] followers, [---] engagements
"@perprins0 Nice analysis. Just one call out majors usually buy at 30-50% of the NPV. Did you account for that"
[X Link](https://x.com/CompoundAtlas/status/2018923487218524507) 2026-02-04T05:44Z [---] followers, [--] engagements
"@MarketMatrixs Good list. We own $ZETA $ADUR $HIMS and $OSCR"
[X Link](https://x.com/CompoundAtlas/status/2018925529240678567) 2026-02-04T05:52Z [---] followers, [---] engagements
"Dont worry about $BTC guys. The fundamentals are rock solid. 💎 In fact the lower the price goes the more attractive the dividend yield and share buyback program becomes. Oh wait. Wrong asset. There are none. Youre on your own out there. Good luck 🫡📉"
[X Link](https://x.com/CompoundAtlas/status/2019093948531458352) 2026-02-04T17:01Z [---] followers, [--] engagements
"More than 10% buyback announced for $BIDU Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in a filing that the https://t.co/8JcDvdsHy1 Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in"
[X Link](https://x.com/CompoundAtlas/status/2019307265174679619) 2026-02-05T07:09Z [---] followers, [--] engagements
"CryptoMarket greed/fear index further drops by [--] points to [--]. Close to bottom $BTC will test the key $70k level. Let's see if it holds or there is further carnage"
[X Link](https://x.com/CompoundAtlas/status/2019328041911218536) 2026-02-05T08:31Z [---] followers, [--] engagements
"Check out my latest article on $OSCR diving into the HolaOscar offering and why it matters. https://t.co/tEsGAKepxm https://t.co/tEsGAKepxm"
[X Link](https://x.com/CompoundAtlas/status/2019336893364859081) 2026-02-05T09:06Z [---] followers, [---] engagements
"NEVER short NEVER leverage NEVER go all-in in one idea NEVER try to time the market NEVER invest without conviction"
[X Link](https://x.com/CompoundAtlas/status/2019598769235648545) 2026-02-06T02:27Z [---] followers, [--] engagements
"First: Proven in R2 Extremely High Odds for NGP Success R2 nailed very high yields low energy minimal byproducts on real waste plastics. Hundreds of runs. NGP is the SAME Hydrochemolytic chemistry just continuous flow at pilot scale. It's engineering tweaks NOT a chemistry gamble. 🔥 https://twitter.com/i/web/status/2020157107224621319 https://twitter.com/i/web/status/2020157107224621319"
[X Link](https://x.com/CompoundAtlas/status/2020157107224621319) 2026-02-07T15:26Z [---] followers, [---] engagements
"NGP = Low-Risk Validation Step On-schedule commissioning (Phase [--] wet runs as of late [----] into 2026). All major systems installed extruders tested Siemens controls integrated. No red flags reported. Once data drops (Q1/Q2 [----] expected) it confirms continuous operation on dirty feedstocks game over for "science project" doubts. https://twitter.com/i/web/status/2020157109841871195 https://twitter.com/i/web/status/2020157109841871195"
[X Link](https://x.com/CompoundAtlas/status/2020157109841871195) 2026-02-07T15:26Z [---] followers, [---] engagements
"Why Retail Misses It: Sector PTSD - Advanced recycling = graveyard of failures: - Pyrolysis low yields toxic char subsidies needed - Solvent plays (e.g. PureCycle) pristine feedstock only massive capex disasters - Enzymatic/PET sorted streams only Market lumps $ADUR in "another hype pilot." But Aduro eats mixed/dirty plastics 90%+ to valuable chemicals profitable WITHOUT subsidies. The only one built for real profit"
[X Link](https://x.com/CompoundAtlas/status/2020157112266145969) 2026-02-07T15:26Z [---] followers, [---] engagements
"Management's Clear Message Ignored. CEO Ofer Vicus & team repeat: "The chemistry works. IP is the catalyst magic. Scaling uses off-the-shelf Lego blocks (extruders reactors) with known ratios from decades of industry use." Shell GameChanger graduation Massive validation. Major petro steam-cracked their oil "as-is" in Nov [----] end-product already works. https://twitter.com/i/web/status/2020157114698854912 https://twitter.com/i/web/status/2020157114698854912"
[X Link](https://x.com/CompoundAtlas/status/2020157114698854912) 2026-02-07T15:26Z [---] followers, [---] engagements
"Retail's Blind Spots: - Fixated on "perfect certainty" before NGP data - Chasing AI/drones momentum not patient cleantech ramps - Dilution fear from recent raises masks progress - Bearish noise ("fraud" "no partners yet") drowns facts Meanwhile: Chemelot demo site selected (Jan 2026) $20M+ raise funds it partnerships brewing. https://twitter.com/i/web/status/2020157117429420058 https://twitter.com/i/web/status/2020157117429420058"
[X Link](https://x.com/CompoundAtlas/status/2020157117429420058) 2026-02-07T15:26Z [---] followers, [---] engagements
"The Re-Rating Math NGP success shifts risk from TECH to execution/partners. Peers post-pilot: $300M$2B valuations (PureCycle $1.52B Loop/Agilyx $400800M ranges). $ADUR's path: $400900M near-term $12B+ on validation + partnerships. Downside Even acquisition bids for IP in $100B+ market huge floor. https://twitter.com/i/web/status/2020157119866282477 https://twitter.com/i/web/status/2020157119866282477"
[X Link](https://x.com/CompoundAtlas/status/2020157119866282477) 2026-02-07T15:26Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CompoundAtlas The Compound Atlas
The Compound Atlas posts on X about $baba, $oscr, $adur, $bidu the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -34%
- [--] Months [------] +2,787%
Mentions: [--] #
- [--] Week [--] -36%
- [--] Months [---] +1,623%
Followers: [---] #
- [--] Week [---] +11%
- [--] Month [---] +67%
- [--] Months [---] +540%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries social networks currencies automotive brands agencies travel destinations
Social topic influence $baba, $oscr #165, $adur, $bidu, baba, alibaba, $root, $zeta, $pypl, $kspi #8
Top accounts mentioned or mentioned by @thelonginvest @investingwithac @classicvalueinv @makingmoneynow1 @amateurinv @stockresearchwk @thepennyqueen @wearycenturion @sharpinvesting1 @zoomyzoomm @briantycangco @mm85 @stocktwits @stefanskippy @gubloinvestor @theronnievshow @krossroads @hedgefundtips @specificwhite @remodelhealth
Top assets mentioned Alibaba Group (BABA) Oscar Health, Inc. (OSCR) The Root Network (ROOT) ZetaChain (ZETA) PayPal Holdings Inc (PYPL) Kaspi.kz Joint Stock Company (KSPI) 4 (FOUR) Gambling.com Group Limited (GAMB) Remitly Global, Inc. (RELY) Hims & Hers Health, Inc. (HIMS) UnitedHealth Group (UNH) StoneCo Ltd. Class A Common Shares (STNE) DLocal Limited (DLO) VF Corp (VFC) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) NuCypher (NU) Novo-Nordisk (NVO) Inspira Technologies OXY B.H.N. Ltd (IINN) SPDR S&P [---] ETF Trust (SPY)
Top Social Posts
Top posts by engagements in the last [--] hours
"$ZETA up 28% :)"
X Link 2025-08-06T15:38Z [--] followers, [--] engagements
"Another holding up 15% $RELY"
X Link 2025-08-07T16:54Z [--] followers, [--] engagements
"Took a position in $FOUR"
X Link 2025-08-11T18:51Z [--] followers, [---] engagements
"$ZETA For [----] revenue $2.1B and valuing at 30% long term margin potential at 25x is an easy $15-16B valuation. 3-4X from here in [--] years. $ZETA CEO David Steinberg said that the company's opportunity is to "build a $10B business with a 30% Operating Margin." $ZETA today is a $1B Revenue business. He wants to 10x it from here. https://t.co/sVF9pYAUhd $ZETA CEO David Steinberg said that the company's opportunity is to "build a $10B business with a 30% Operating Margin." $ZETA today is a $1B Revenue business. He wants to 10x it from here. https://t.co/sVF9pYAUhd"
X Link 2025-08-13T08:51Z [--] followers, [---] engagements
"$GAMB The CEO wants $100M in EBITDA in 1-2 years. Let's split that into [--] businesses. 40% of this should be sticky sports subscription 20% sticky marketing revenue remaining affiliate revenue. If I give $40M X [--] + $20M X [--] + $40 X [--] that's a $1.8B valuation 5X from here $GAMB The market is pricing it as a dying affiliate marketing business. Especially the risk around AI search. Under the hood the company has 25% recurring revenues from sports data business growing at a faster rate than marketing business and 25% recurring marketing revenues. $GAMB The market is pricing it as a dying"
X Link 2025-08-13T09:26Z [--] followers, [---] engagements
"Great coverage by Turn Around Tom with $VFC CEO. If they are able to achieve $10B * 10% margin by [----] $1B income * [--] $40 / share (3x from here) Today I had the pleasure to interview the President and CEO of VF Corp. $VFC @brackendarrell. This conversation exceeded all expectations and I believe you will find this to be one of the most important hours of content I have ever put out. https://t.co/GxgN7b6ODC https://t.co/OT8MSTt6Y3 Today I had the pleasure to interview the President and CEO of VF Corp. $VFC @brackendarrell. This conversation exceeded all expectations and I believe you will"
X Link 2025-08-13T13:51Z [--] followers, [----] engagements
"🚨 $DLO Q2 Earnings Report is OUT Revenue of $256.5M vs. $229.7M est. 🟢 Adj. EBITDA of $70.1M vs. $55.8M est. 🟢 GAAP EPS of $0.14 vs. $0.12 est. 🟢 TPV up 53% YoY 🔥 FCF up 156% YoY 🔥 FY2025 Guidance (raised): Revenue of $1.01B vs. $958.2M est. 🟢 Adj. EBITDA of $274M vs. $240.9M est. 🟢"
X Link 2025-08-13T20:18Z [--] followers, [---] engagements
"$DLO announced the appointment of Guillermo Lpez Prez as Chief Financial Officer With over [--] years of experience Guillermo has developed his career in Finance and Payments at leading companies such as Visa and American Express"
X Link 2025-08-13T20:20Z [--] followers, [---] engagements
"$UNH We got in before most hedge funds and even before the 🐐 Warren Buffett himself. 🚀📈 #Investing #ValueInvesting #Edge"
X Link 2025-08-15T09:30Z [--] followers, [--] engagements
"$OSCR will be interesting to watch given hedge funds strong conviction in $UNH lately. Wouldnt be surprised to see some of that capital start flowing into Oscar. 📊👀"
X Link 2025-08-15T11:10Z [--] followers, [---] engagements
"The only person in China Charlie Munger trusted just added $PDD big. Who else do you need to add to your conviction 👀💡 #Investing #ValueInvesting"
X Link 2025-08-15T11:15Z [--] followers, [--] engagements
"$PDD 🚀 Another great investor 🤝 adding into this name 📈 #Investing #ChinaTech #Ecommerce #Stocks #ValueInvesting"
X Link 2025-08-16T00:58Z [--] followers, [--] engagements
"$BIDU Cloud is showing strong growth With over $28B in short-term and long-term investments against a $30B market cap it feels like only a matter of time. Patience is a skill and it's definitely being tested here. #BIDU #Baidu #Investing #Stocks #StockMarket $BIDU Baidu Q225 Earnings Highlights 🔹 Revenue: 32.7B (Est. 32.14B) 🟢; DOWN -4% YoY +1% QoQ 🔹 Adj. Oper Profit: 4.4B (Est. 3.97B) 🟢; -41% YoY 🔹 Adj. EBITDA: 6.5B (Est. 6.02B) 🟢; -29% YoY 🔹 Baidu Core Revenue: 26.3B; -2% YoY +3% QoQ 🔹 Online Marketing: 16.2B; $BIDU Baidu Q225 Earnings Highlights 🔹 Revenue: 32.7B (Est. 32.14B) 🟢;"
X Link 2025-08-20T12:21Z [--] followers, [---] engagements
"@zoomyzoomm What's your bear case ACA market ends They can never turn cash flow positive This is CEO's outlook without ACA subsidies: 20% compound annual revenue growth Targeting a 5% operating margin Achieving $2.25 EPS in 2027"
X Link 2025-08-20T12:35Z [--] followers, [--] engagements
"Finding a 10x return like our $ZEPP investment isn't about chasing momentum. It's about identifying undervalued companies with great founders solid products and a clear turnaround plan. We don't play the bubble game $PLTR; we invest in value. #ValueInvesting #Turnaround #Chinastocks #China $ZEPP Made 6x in [--] months. Had bought $60K of Zepp shares at $4/share (pre reverse split of 1:4). Now at $25. This was a clear story of a business transforming from OEM focused to product focus. Finally excited. Still has a lot of upside but have better risk/reward plays. https://t.co/kZfzamuVcq $ZEPP Made"
X Link 2025-08-25T06:42Z [---] followers, [---] engagements
"$PDD beat earnings by 50% 🔥🔥"
X Link 2025-08-25T11:09Z [--] followers, [--] engagements
"The crowd was right here Massive beat by $PDD. Up 10% pre-market 🌋👏🙌 $PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason $PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason"
X Link 2025-08-25T11:10Z [--] followers, [---] engagements
"We added $KSPI ✅ Dominant e-commerce + fintech in Kazakhstan now expanding to Turkey (via Hepsiburada acquisition). Powerful flywheel sold off after dividend cut (to fund deal). Rate cuts = big tailwind. 🚀 🚨 Portfolio update: We added a new name. Any guesses 👀 Hint: Its not from the US China LatAm or Europe. 🚨 Portfolio update: We added a new name. Any guesses 👀 Hint: Its not from the US China LatAm or Europe"
X Link 2025-08-27T01:14Z [---] followers, [---] engagements
"$BABA Earnings Drop Soon 🚨 Will Alibaba beat expectations with much going on in the food delivery space 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #BABA #EarningsSeason Beat Expectations up Beat but stock down Missed and drops Missed but guides up Beat Expectations up Beat but stock down Missed and drops Missed but guides up"
X Link 2025-08-28T22:42Z [--] followers, [---] engagements
"Great clarity from $FOUR's CEO on their strategy. They use disciplined M&A to build a full tech stack for verticals like restaurants & casinos not just a payments service. This is a win-win for Shift4 & merchants and it comes at the expense of individual tech vendors. https://www.youtube.com/watchv=Q5gZx06PITI&t=428s&ab_channel=MiguelArmaza https://www.youtube.com/watchv=Q5gZx06PITI&t=428s&ab_channel=MiguelArmaza"
X Link 2025-08-29T08:07Z [--] followers, [--] engagements
"$BABA Stellar cloud growth at 26%. E-commerce growth is back to double digit growth at 10%. Commentary on food delivery to watch in earnings call. Stay tuned $BABA Alibaba Q1 Earnings Highlights 🔹 Revenue: 247.65B (Est. 253.17B) 🔴; +2% YoY (ex-disposals +10% YoY) 🔹 Adj. EPS: [-----] (Est. 15.92) 🔴; -10% YoY 🔹 Adj. EBITDA: 45.74B (Est. 52.09B) 🔴; -11% YoY 🔹 Net Income: 42.38B; UP +76% YoY (boosted by investment gains & $BABA Alibaba Q1 Earnings Highlights 🔹 Revenue: 247.65B (Est. 253.17B) 🔴; +2% YoY (ex-disposals +10% YoY) 🔹 Adj. EPS: [-----] (Est. 15.92) 🔴; -10% YoY 🔹 Adj. EBITDA:"
X Link 2025-08-29T09:50Z [--] followers, [---] engagements
"@zoomyzoomm @TheLongInvest @TheLongInvest no point engaging with him. He's engaging with you for clickbait. He sold $PDD at the bottom and bought back later and calls him the $PDD guy"
X Link 2025-08-29T10:38Z [--] followers, [---] engagements
"Is Alibaba the most undervalued company in the world 🕵♂ My research says yes. A new era with co-founders Joseph Tsai & Eddie Wu is unlocking moats the market is ignoring. My analysis shows a massive disconnect with a potential value of $440/share. Full breakdown 👇 #Alibaba #ValueInvesting #Stocks #Investing #StockMarket $BABA https://open.substack.com/pub/thecompoundatlas/p/the-alibaba-rejuvenation-unlockingr=2jdjl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-31T15:07Z [--] followers, [--] engagements
"Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵) http://JD.com http://JD.com"
X Link 2025-09-01T08:03Z [---] followers, [---] engagements
"First the landscape: [--] giants (Meituan Alibaba Subsidies everywhere Profits sacrificed for market share Competition has gone from intense to irrational. 🍜 http://JD.com http://JD.com"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"Meituan The incumbent king 👑 Food delivery = core business Order volume hit 150M/day in July Over 600M MAUs Fighting to defend turf even if margins suffer Tone: defensive but determined"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"Alibaba + Taobao Instant Commerce) The disruptor ⚡ Sees food delivery as [--] of [--] historic opportunities" Fully integrating delivery into Taobao 🛒 300M monthly active consumers (+200% since April) Tone: confident big-picture opportunistic. http://Ele.me http://Ele.me"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"The strategist 📈 Food delivery = long-term play (5 [--] even [--] years) 150K+ full-time riders (vs gig models elsewhere) Promoting quality delivery + retail cross-sell 2.2B orders during 6/18 promo Tone: measured efficiency-focused patient. http://JD.com http://JD.com"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"So whos winning 🏆 Meituan: Still the leader with unmatched scale + network. Alibaba: Growing fastest leveraging Taobao to funnel users. Playing the long game betting on quality + cross-sell. The real prize 👉 Integrating delivery in ecosystems. http://JD.com http://JD.com"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"If you had to bet: Medium-term Meituan (scale + infrastructure) Strategic upside Alibaba (synergies with e-com could be massive) Dark horse (patient differentiated approach) This isnt just about food. Its about owning consumer frequency. http://JD.com http://JD.com"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"Chinas food delivery war isnt just a fight for your lunch orderits a battle to control the gateway to all e-commerce. Who do you think comes out on top: Meituan Alibaba or JD 👀"
X Link 2025-09-01T08:03Z [--] followers, [--] engagements
"Another upgrade by Morgan Stanley $BABA Next quarter $BABA results already pricing in at $165 by Morgan Stanley. https://t.co/PO1iMNG7lQ Next quarter $BABA results already pricing in at $165 by Morgan Stanley. https://t.co/PO1iMNG7lQ"
X Link 2025-09-01T08:07Z [--] followers, [---] engagements
"@QCompounding @garyjain9 I believe ROIC provides a more holistic view of a company's operational profitability and its ability to generate returns from its entire capital structure making it a more reliable metric for assessing the strength of a business's moat"
X Link 2025-09-01T08:17Z [--] followers, [--] engagements
"$BABA Alibaba is up 18.5% in HK Market. 🚀🚀🚀"
X Link 2025-09-01T08:23Z [--] followers, [---] engagements
"$BABA $BIDU $PDD $JD TOLL TAKERS FROM THE PROGRAM 🚀🚀🚀 #Stimulus #China #consumerspending #China Implements #Consumer Loan Subsidy Policy on Sept [--] Borrowers Rates Can Drop to 2% https://t.co/VI7yzCZz8n #China Implements #Consumer Loan Subsidy Policy on Sept [--] Borrowers Rates Can Drop to 2% https://t.co/VI7yzCZz8n"
X Link 2025-09-01T19:49Z [--] followers, [---] engagements
"@joecarlsonshow Your portfolio bleeds with the market because you hold no counter-cyclicals. Ours +1.2% yesterday 🚀 Thats the power of building a portfolio in undervalued sectors & markets 💡📈"
X Link 2025-09-02T23:54Z [--] followers, [---] engagements
"🚨 If you missed $GOOGL dont miss the 🚂 on $BABA. Imagine the day news drops: Ant Group listing in HK 💥 Alibaba stock will POP harder 🚀📈 Stay ahead of the market. #Investing #Stocks #Alibaba #BABA"
X Link 2025-09-03T00:49Z [--] followers, [---] engagements
"📊 Deep dive complete: $BABA decoded Whos next on the analysis table Drop your pick 👇 $OSCR $NU $BIDU $KASPI https://thecompoundatlas.substack.com/p/the-alibaba-rejuvenation-unlocking Oscar Health ($OSCR) Nu Holdings ($NU) Kaspi KZ ($KASPI) Bidu ($BIDU) https://thecompoundatlas.substack.com/p/the-alibaba-rejuvenation-unlocking Oscar Health ($OSCR) Nu Holdings ($NU) Kaspi KZ ($KASPI) Bidu ($BIDU)"
X Link 2025-09-03T02:59Z [--] followers, [---] engagements
"🚨 BREAKING: $OSCR to reaffirm FY2025 rev guidance of $12B$12.2B vs. $11.32B est at todays Wells Fargo Conf. CEO Bertolini: Strong momentum for subsidy extensions Likely via budget resolution Optimistic something gets done CFO Blackley: ICHRA = fastest growing sector in individual market"
X Link 2025-09-03T16:36Z [--] followers, [---] engagements
"🚨 BREAKING 🚨 House Republicans launch bill to extend health subsidies past midterms - POLITICO 👏 Reminder if this is enacted: 👉 Keeps premiums low 👉 Supports high ACA enrollment 👉 Major tailwind for $OSCR growth 📈 This is bullish for Oscar Health. 🩺💡 #Healthcare #Stocks https://share.google/QnuqzMdZYzZB6IBoC https://share.google/QnuqzMdZYzZB6IBoC"
X Link 2025-09-05T08:52Z [--] followers, [---] engagements
"@TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG"
X Link 2025-09-06T15:31Z [--] followers, [---] engagements
"@nataninvesting $JD feels like one of those sleeper giants 💤📈 Everyone looking elsewhere while they quietly fix the business. At these levels risk/reward looks 🔥- were stepping in for the first time"
X Link 2025-09-06T22:30Z [--] followers, [---] engagements
"$BIDU WE ARE ALWAYS EARLY. We just started a position a couple of weeks ago BAIDU EXTENDS GAINS TO 10% SHARES HIT HIGHEST SINCE OCT [--] LAST YEAR. #BAIDU $BIDU @Baidu_Inc #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG # https://t.co/O5jYWGiCBi https://t.co/7pKUNvZ0d1 BAIDU EXTENDS GAINS TO 10% SHARES HIT HIGHEST SINCE OCT [--] LAST YEAR. #BAIDU $BIDU @Baidu_Inc #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG # https://t.co/O5jYWGiCBi https://t.co/7pKUNvZ0d1"
X Link 2025-09-08T11:25Z [--] followers, [--] engagements
"$JD WE HAVE INITIATED A POSITION"
X Link 2025-09-09T02:25Z [--] followers, [---] engagements
"$BIDU REMINDER @TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG. @TheLongInvest $BIDU lagging $BABA as usual but dont sleep on it 👀 Ultra-undervalued w/ catalysts lining up: 📈 Ads inflection 🔥 Cloud scaling 🚀 Apollo AV moonshot. Next move could be BIG"
X Link 2025-09-09T02:26Z [--] followers, [---] engagements
"$BABA $BABA's Cainiao logistics has grown 200% since April. Impressive https://t.co/kednuuIGXw $BABA's Cainiao logistics has grown 200% since April. Impressive https://t.co/kednuuIGXw"
X Link 2025-09-10T05:08Z [---] followers, [---] engagements
"@BrianTycangco @AntGroup The ANT IPO fallout kicked off the slide. One day that very scar will trigger the rush back in - and thats when well be selling to them. Thats investing 😏"
X Link 2025-09-11T08:01Z [---] followers, [---] engagements
"$ZETA 10.6% $HIMS 7.9% $BABA 7.7% $BIDU 3.9% $JD 3.8% $VFC 3.4% $STNE 2.8% $GAMB 2.4% $UNH 2.0% $FOUR 1.5% $ADUR 1.2% $NU 0.5% $OSCR 0.1% Good day today"
X Link 2025-09-11T21:04Z [---] followers, [---] engagements
"Management sounds bullish but these scale-up risks are real. 💭 Would love to hear your thoughts around these challenges"
X Link 2025-09-12T06:57Z [---] followers, [--] engagements
"Will $ADUR be my next [--] bagger $ZEPP was my first [--] bagger"
X Link 2025-09-12T11:03Z [---] followers, [----] engagements
"$HIMS How many times are they going to repeat the same cycle. This trade was too obvious ;)"
X Link 2025-09-12T17:28Z [---] followers, [---] engagements
"$FOUR Insider buying - ALWAYS BULLISH. This company owns the whole stack in hospitality and entertainment businesses (NOT JUST FINTECH). Huge MOAT Growing TAM with retail cross selling coming up. It's honestly so much easier to own stocks like this $FOUR https://t.co/UHjiSsCie3 It's honestly so much easier to own stocks like this $FOUR https://t.co/UHjiSsCie3"
X Link 2025-09-14T08:55Z [---] followers, [---] engagements
"@_mm85 You are one of the few people who are doing real ground work. I made my first [--] bagger in $ZEPP because of your interviews with their CFO. Good going Respect"
X Link 2025-09-14T09:11Z [---] followers, [---] engagements
"$JD If you are in put your seat belts. You are in for a ride up More undervalued than their peers now. $JD looking to break into the UK and Sainsburys confirmed talks of selling Argos to the Chinese giant: JD would bring world-class retail technology and logistics expertise and invest to drive Argos growth and further transform the customer experience. Sainsburys said https://t.co/HvSurCob8T $JD looking to break into the UK and Sainsburys confirmed talks of selling Argos to the Chinese giant: JD would bring world-class retail technology and logistics expertise and invest to drive Argos growth"
X Link 2025-09-14T14:52Z [---] followers, [---] engagements
"Interesting find: someone tracked LinkedIn activity and matched it with managements words. The overlap is telling. $ADUR 👀 Chemical/Petrochemical 👇 TotalEnergies ExxonMobil Sabic LyondellBasell Dow NOVA Braskem Arlanxeo Audia Tricon H&R Waste Mgmt 👇 Veolia Peace Regional Renewi Lyrba Landbell Pyrolysis 👇 Quantafuel Greenpoint Eco"
X Link 2025-09-15T02:31Z [---] followers, [----] engagements
"$DLO $DLO joins forces with Google to help define Agent Payments Protocol (AP2): the open standard for AIagent payments 👀 Were excited to share that dLocal is collaborating with Google on the new Agent Payments Protocol (AP2) an open interoperable standard designed to make https://t.co/OTdvpo9Qph $DLO joins forces with Google to help define Agent Payments Protocol (AP2): the open standard for AIagent payments 👀 Were excited to share that dLocal is collaborating with Google on the new Agent Payments Protocol (AP2) an open interoperable standard designed to make https://t.co/OTdvpo9Qph"
X Link 2025-09-16T23:13Z [---] followers, [---] engagements
"$BIDU $BABA EXPLODING PRE-MARKET 🚀💥"
X Link 2025-09-17T07:26Z [---] followers, [--] engagements
"@longoption For $PYPL which initiatives are you mostly hoping to pan out"
X Link 2025-09-18T15:49Z [---] followers, [---] engagements
"Good day today $HIMS up 10.5% $NVO up 6.6% $ZETA up 4.5% $VFC up 4.3% $OSCR up 4.3% $ADUR up 3% $DLO up 2.9% $GAMB up 2.7% $KSPI up 2.5% $VTY up 1.6%"
X Link 2025-09-18T17:22Z [---] followers, [---] engagements
"Lol we've come so far from the delisting narrative that S&P Global is partnering with $BABA 😆"
X Link 2025-09-18T21:29Z [---] followers, [---] engagements
"$ROOT We took a new position in our portfolio"
X Link 2025-09-19T17:47Z [---] followers, [---] engagements
"@patientinvestt For us $PLTR is the sentiment tracker :) As long as it's up there in high 100s need to be careful and be ready for a strong pull back anytime"
X Link 2025-09-19T17:49Z [---] followers, [---] engagements
"@SelfMadeMastery Threads like these are signals for us. Added for the first time when people are finally giving up holding this company Let's go $PYPL"
X Link 2025-09-19T17:51Z [---] followers, [---] engagements
"And now you realize you don't own enough $BABA We'll sell this stock at $300 to the same retailers/institutions who sold at $60. This market is crazy and we make money on that"
X Link 2025-09-24T11:47Z [---] followers, [--] engagements
"$FOUR Hear from the FOUNDER himself We're Looong this company Let's go @booya1961 @bobspaysubstack @tlaubers @X I don't mind the negative sentiment.the stock has not been performing well of late. At the same time the numbers don't lie. Our strategy and execution are awesome and as a result FOUR has been one of the best-performing fintechs since our IPO (a 90% return on FOUR compared to @booya1961 @bobspaysubstack @tlaubers @X I don't mind the negative sentiment.the stock has not been performing well of late. At the same time the numbers don't lie. Our strategy and execution are awesome and as"
X Link 2025-09-24T23:48Z [---] followers, [---] engagements
"$BABA Any Alibaba bears out there If you are still a bear I know you will turn a bull when the stock reaches $300 This is how market works passes money from impatient to the patient Thank you for everyone who sold at $60. We tripled up at $60 to take our average cost down to $82"
X Link 2025-10-02T06:59Z [---] followers, [---] engagements
"$NU THIS WILL BE BIG Nubank Applies for US Bank Charter In Global Expansion Push - Bloomberg https://share.google/Q87mrOMjzP6OscMsU https://share.google/Q87mrOMjzP6OscMsU"
X Link 2025-10-06T07:08Z [---] followers, [---] engagements
"Are you long $JD yet or will you wait until it hits $45 to ask Should I buy now Wild mispricing: [--]. $JD owns 67% of $6618 JD Health a $27 billion spin-off. [--]. JDs stake in JD Health alone is worth $19B today. [--]. JD also has $30B in cash (60% of its market cap). [--]. In other words: Their cash + JD Health stake alone are worth roughly JDs market cap. https://t.co/l3H3iILK2d Wild mispricing: [--]. $JD owns 67% of $6618 JD Health a $27 billion spin-off. [--]. JDs stake in JD Health alone is worth $19B today. [--]. JD also has $30B in cash (60% of its market cap). [--]. In other words: Their cash + JD Health"
X Link 2025-10-08T18:22Z [---] followers, [---] engagements
"💥 $BABA SOTP Valuation 💥 🛒 Commerce: $27.4B * [--] = $330B ☁ Cloud: $16.5B * [--] = $82B 🌍 Intl: $18.5B * [--] = $75B 📦 Cainiao + 🖥 DME + 🧩 Others: $46.1B * [--] = $46B 💰 Net Cash/Assets = $60B 💳 Ant (33% of $200B) = $66B 🧮 Total = $660B $280/shr 🚀"
X Link 2025-07-24T16:25Z [---] followers, [--] engagements
"$PDD Earnings Drop Soon 🚨 Will PDD Holdings crush it again or face a surprise 👇Cast your vote & lets see what the crowd thinks 👇Share your price target or strategy in the comments #PDD #EarningsSeason Blowout Earnings Solid Beat Pops Misses Estimates Tanks In-Line No Big Moves Blowout Earnings Solid Beat Pops Misses Estimates Tanks In-Line No Big Moves"
X Link 2025-08-23T23:50Z [---] followers, [---] engagements
"Heres my updated Sum-of-the-Parts (SOTP) valuation for $BABA pointing to a target of $400/share by [----]. Here's the breakdown: 🧵👇 #Alibaba 🛍 Core Ecommerce: Projecting $100B in rev by [----]. At a 15x EBITA multiple this segment alone is worth $525B. 🌏 International Ecommerce: Growing fast valuing this at $135B based on SEA peer multiples. ☁ Cloud: Assuming strong growth to a $34B rev business. With a 5x sales multiple that's $170B. 🏦 Alipay Stake: A conservative $65B for their 33% holding. 💰 Net Cash and investments: $130B after future FCF. Total Value: $1.025T After 10% discount $920B"
X Link 2025-08-30T02:17Z [---] followers, [---] engagements
"$BABA $JD $MPNGF Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and https://t.co/i2eQkIeFdN are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵) Chinas food delivery market is in the middle of an all-out subsidy war. 🚨 Meituan Alibaba and https://t.co/i2eQkIeFdN are burning billions to win your dinner order. Heres whats happening whos winning and why it matters (thread 🧵)"
X Link 2025-09-01T08:13Z [---] followers, [---] engagements
"🚀 Ive compounded at 27% annually over the last [--] years. Heres my current global portfolio spanning China LatAm fintech healthcare and more. Full breakdown on Substack #ValueInvesting #EmergingMarkets #Healthcare #Fintech $BABA $OSCR $GAMB $ZETA $UNH $VFC $BIDU $RELY $STNE $FOUR $DLO https://open.substack.com/pub/thecompoundatlas/p/inside-my-high-conviction-globalutm_source=share&utm_medium=android&r=2jdjl https://open.substack.com/pub/thecompoundatlas/p/inside-my-high-conviction-globalutm_source=share&utm_medium=android&r=2jdjl"
X Link 2025-09-01T13:37Z [---] followers, [---] engagements
"$GAMB Another recent interview with @Stocktwits https://youtu.be/V4rQqCqqrlQsi=Z3MHhUVxMUscJ1Mb https://youtu.be/V4rQqCqqrlQsi=Z3MHhUVxMUscJ1Mb"
X Link 2025-09-01T19:42Z [---] followers, [---] engagements
"@TheLongInvest Holding cash sounds like a smart strategy but it's an opportunity cost loss. You have to time it twice right two times one when you exit and another when you enter. Stay fully invested and stay patient"
X Link 2025-09-02T13:50Z [---] followers, [----] engagements
"$BIDU LOL WE JUST TOOK OUR FIRST POSITION ONE MONTH AGO. IS THAT TIMING OR IS THAT TIMING"
X Link 2025-09-12T06:18Z [---] followers, [---] engagements
"$BABA $BIDU $NVDA JUST IN: Alibaba $BABA and Baidu $BIDU are reportedly using their internal chips to train AI models. $NVDA H20 reliance is falling https://t.co/zRE4j7ZTzs JUST IN: Alibaba $BABA and Baidu $BIDU are reportedly using their internal chips to train AI models. $NVDA H20 reliance is falling https://t.co/zRE4j7ZTzs"
X Link 2025-09-12T10:50Z [---] followers, [---] engagements
"Never equate volatility with risk. It's a risk if you are leveraged for sure. Also don't play the timing game. Now regarding your concern on retailers discovery it has not even scratched the surface yet. Go on Google trends and I'll be surprised if you can find me any another stock with a lower search metric"
X Link 2025-09-14T11:18Z [---] followers, [---] engagements
"@olli_tuovinen @makingmoneynow1 Also the parabolic price movement will come when institutions come in not retail. See $ZEPP my last [--] bagger. The parabolic move came when the famous hedge fund Point72 took a 5% stake in company"
X Link 2025-09-14T11:31Z [---] followers, [---] engagements
"$ADUR What more are you waiting for The stock price to move up to prove that you were wrong to wait All the big signals are right in front of your eyes Please comment if you are a stock owner of Aduro and what portfolio size is for you If no very interested to know what are you waiting for $ADUR Head of TotalEnergies R&D Incubation portfolios commented on Aduros LinkedIn post We expect to demonstrate together that we can industrialise their technology I made a video on Sunday predicting Total would be first partner. This new comment makes me even more bullish https://t.co/zSA6ImwovK $ADUR"
X Link 2025-10-02T06:56Z [---] followers, [----] engagements
"$BABA $BIDU $ARKK Cathie Wood is buying on Alibaba and Baidu now. She sold at $120 [--] years back if I'm not wrong. https://www.edgen.tech/news/stock/ark-invest-increases-exposure-to-chinese-technology-amid-ai-development-surge https://www.edgen.tech/news/stock/ark-invest-increases-exposure-to-chinese-technology-amid-ai-development-surge"
X Link 2025-10-02T07:03Z [---] followers, [---] engagements
"We now own 0.1% of $ADUR. Thanks for the opportunity for us to accumulate"
X Link 2025-11-24T06:58Z [---] followers, [---] engagements
"$ADUR Recent coverage by D.Boral Capital"
X Link 2025-11-25T12:26Z [---] followers, [----] engagements
"@AduroCleanTech Hi Aduro team can you please explain how the HCT technology is superior to the current MURA technology given both are water based and MURA is also claiming great yields. Per my basic research Muras conditions are more extreme in pressure which has implications for capex (thickwall reactors highpressure equipment) and hence Aduro can go decentralised / distributed deployment potentially closer to waste generation with lower minimum economic scale. Is that correct @Amateur_Inv @StockResearchWk @TheLongInvest @ClassicValueInv @The_PennyQueen Anyone of you have insights on this"
X Link 2026-01-22T23:49Z [---] followers, [--] engagements
"@TheLongInvest Don't you think this will be highly correlated with the upcoming correction led by AI space"
X Link 2026-01-22T23:56Z [---] followers, [---] engagements
"We are still a long way from reaching our valuation targets (which might need an upgrade by the way). Our average price is $82 and we continue to hold. Go strong. $BABA. @Next100Baggers @TheLongInvest $BABA has been our top holdings for the last [--] months. It's a matter of when not IF. The fundamentals are strong and there are tailwinds now from the competitive and regulatory landscape China money supply Dollar weakness and AI spend. Our SOTP valuation for Baba is $280/sh. @Next100Baggers @TheLongInvest $BABA has been our top holdings for the last [--] months. It's a matter of when not IF. The"
X Link 2026-01-23T00:00Z [---] followers, [---] engagements
"$ZETA - Company with an incredible MOAT but more importantly market is mis pricing and is undervalued. One of the better ways to play the AI trade. $ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE. https://t.co/nEl3eGb0NA $ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE. https://t.co/nEl3eGb0NA"
X Link 2026-01-23T02:25Z [---] followers, [---] engagements
"That's why one should NEVER try to time the market. 🚫 The thing is even if you are RIGHT about the exit you will most likely never be able to time the re-entry. Many people who pulled out of the [----] crash are still sitting on cash 💸📉 #Investing #StockMarket #Finance #WealthManagement https://twitter.com/i/web/status/2014525625873334533 https://twitter.com/i/web/status/2014525625873334533"
X Link 2026-01-23T02:28Z [---] followers, [---] engagements
"Our portfolio holdings (in order of %) - $ADUR $BABA $OSCR $KSPI $BIDU $ZETA $GRRR $JD $GAMB $STNE $FOUR $HIMS $ROOT $RELY $PYPL $IINN $NVO"
X Link 2026-01-23T02:31Z [---] followers, [---] engagements
"🚨 Dont sleep on this. Incredible insights from Alex Timm regarding the future of $ROOT. Listen here: https://event.summitcast.com/view/GC3Lpwomn4ZmhBu9nkP7aE/WnTHDwtZzbwzfW4k45zDWd https://event.summitcast.com/view/GC3Lpwomn4ZmhBu9nkP7aE/WnTHDwtZzbwzfW4k45zDWd"
X Link 2026-01-23T06:52Z [---] followers, [---] engagements
"$BABA JPMorgan estimating value of Pingtouge (Alibaba's semiconductor subsidiary) between $11/share to $28/share"
X Link 2026-01-24T10:54Z [---] followers, [---] engagements
"@Akshat_World You are doing great @Akshat_World Continue your journey. Really proud We share very similar philosophies and principals and were able to do good as well. Our total investment of $840K SGD has turned to $1.9M SGD in the last three years with an annual CAGR of 36%"
X Link 2026-01-25T08:03Z [---] followers, [--] engagements
"$PYPL Good read. $PYPL https://t.co/KlpFDeYNhk Happy Saturday night people Attached is a link to my article on PayPal I have been working on all day Completely free Enjoy https://t.co/70vdbqb4zU $PYPL https://t.co/KlpFDeYNhk Happy Saturday night people Attached is a link to my article on PayPal I have been working on all day Completely free Enjoy https://t.co/70vdbqb4zU"
X Link 2026-01-25T08:39Z [---] followers, [---] engagements
"We are looking at a $700M EV company disrupting a $300B industry with 1% market share. Here is the thesis on Management Tech Edge and why the Valuation is broken 🧵👇"
X Link 2026-01-25T11:21Z [---] followers, [---] engagements
"1/ The Management & Allocation 🧠 Founder-led. These guys aren't empty suits; they know the actuarial game inside out. Crucially they ignore the quarterly Wall St. hamster wheel. Focus on IRR & long-term capital allocation. Marketing is counter-cyclical: They push hard when Geico/Progressive pull back and show discipline when rates get expensive. https://twitter.com/i/web/status/2015384549572968504 https://twitter.com/i/web/status/2015384549572968504"
X Link 2026-01-25T11:21Z [---] followers, [--] engagements
"3/ The Moat: Speed & Data ⚡ Why cant the 100-year-old incumbents copy this Legacy insurers: Manual pricing adjustments. Root: Closed-loop tech system. Root just shipped a pricing model bump that increased LTV by 20%. Incumbents do this once every [--] years; Root does it constantly. Pricing actually drops for good drivers. 100% API-driven (crucial for embedded partnerships like Carvana)"
X Link 2026-01-25T11:21Z [---] followers, [--] engagements
"4/ The Growth Runway (TAM) 🚀 The US Auto Insurance market is $300B. Root has 1% share as of Jan '26. Levers to pull: 10x the Independent Agent channel. Scale OEM & Financial Services partnerships. Expand from [--] states to National coverage"
X Link 2026-01-25T11:21Z [---] followers, [--] engagements
"5/ The Valuation Disconnect 📉 Let's do the napkin math on a "Steady State" future: Steady State Margin: 12% Target PE: 18x Implied P/S: 2.2x Real numbers: Sales: $1.5B Fair Value EV: $3.3B Current EV: $0.7B The market is mispricing this by 4-5x"
X Link 2026-01-25T11:21Z [---] followers, [--] engagements
"I agree. The way I think about any investment is simple: if I walked into the boardroom today and offered to buy the company at the current value what would the reaction be In $ADURs case Id be kicked out. That tells you everything. Dont anchor to the stock priceeventually price converges to value. https://twitter.com/i/web/status/2015435828445724989 https://twitter.com/i/web/status/2015435828445724989"
X Link 2026-01-25T14:45Z [---] followers, [---] engagements
"@Ashton_1nvests You can always find bear markets even in a bull market (sectors countries etc). We prefer to stay fulle invested. Timing to deploy that excess cash is very very tough"
X Link 2026-01-26T03:09Z [---] followers, [--] engagements
"1/ MANAGEMENT: Founder-led owner-operated battle-tested Kaspi is run by the same founding team for 15+ years rare especially in fintech. CEO Mikheil Lomtadze owns 23% Chairman Vyacheslav Kim owns 21% Founding deputies own another 4% Thats real skin in the game"
X Link 2026-01-26T05:04Z [---] followers, [--] engagements
"2/ CEO quality is elite (and underappreciated) Mikheil Lomtadze: Built Kaspi from [----] to a dominant super-app Harvard MBA ex-Baring Vostok (PE) EY background Repeatedly named Best CEO in Kazakhstan (Forbes PwC) Execution hype. Profitability growth-at-all-costs"
X Link 2026-01-26T05:04Z [---] followers, [--] engagements
"5/ Dominant market share = scale advantages In Kazakhstan: 80% share in e-commerce payments 45% share in digital banking Near-ubiquitous adoption across a 20M population Scale lower costs better data better credit wider moat"
X Link 2026-01-26T05:04Z [---] followers, [--] engagements
"$UNH $BABA $BIDU $JD $KWEB $PDD $NIO The irony is wild. The US has become the bigger source of policy uncertainty. China is far more predictable. Yet the capital fled China over regulation fears. Narratives matter more than factsuntil they dont"
X Link 2026-01-26T23:39Z [---] followers, [---] engagements
"@investingwithac Yeah it's a positive signal for sure but I won't read completely into it. I work for big tech myself. The way we hire is around annual cycles after budgeting is complete. You might be right as well though. Whati agree is that this cannot be a negative signal"
X Link 2026-01-27T15:03Z [---] followers, [--] engagements
"🚨 Were adding to $VTY (Vistry Group) A leading UK housebuilder pivoting to a partnerships model 🏘 (think $NVR non-cyclical growth). 📉 Stock crushed after [--] profit warnings in [----]. 💰 CEO bought $1M shares at [--]. 🔙 Company buying back stock. 🎯 Medium-term target: $600M$800M earnings by [----] at 15x = $9B$12B valuation vs $2B today. This could be a 5x rerating + portfolio diversifier. 🌍 Want the deep dive 👀 https://twitter.com/i/web/status/1964209997010907589 https://twitter.com/i/web/status/1964209997010907589"
X Link 2025-09-06T06:12Z [---] followers, [---] engagements
"$VTY thesis keeps getting stronger 🚀 👉 39B GOVT SPENDING on affordable housing over the next decade 👉 Massive RENT CONVERGENCE tailwind 📈 Can you look BEYOND the historic numbers"
X Link 2025-09-11T07:33Z [---] followers, [---] engagements
"Shifted my $BABX gains into $BABA 🚀 Great ride from $110 $150 at a 2X gain (67% gain) Drop back near $120 and Ill jump in again with BABX 😜"
X Link 2025-09-11T13:49Z [---] followers, [--] engagements
"PORTFOLIO UPDATE ($2.6M) The Compound Atlas YTD: +131% S&P [---] YTD: 11.95% The Compound Atlas 1Yr: 145% S&P [---] 1Yr: 18.5% The Compound Atlas 3Yr: 196% S&P [---] 3Yr: 62% Since Feb [----] The Compound Atlas: 231% S&P 500: 67% POSITIONS HELD: $BABA $ADUR $OSCR $BIDU $NU $VTY $STNE $KSPI $GAMB $FOUR $UNH $DLO $VFC $RELY $ZETA $HIMS $JD $GOOGL $DQ COUNTRY ALLOCATION US: 30.6% China: 26.9% 🌎 LATAM: 15.1% Canada: 11.2% UK: 10.4% Kazakhstan: 5.1% https://twitter.com/i/web/status/1967016336472809841 https://twitter.com/i/web/status/1967016336472809841"
X Link 2025-09-14T00:03Z [---] followers, [----] engagements
"$VTY showing some strong buying post earnings call sell off. This thing is going to take off soon"
X Link 2025-09-15T09:14Z [---] followers, [---] engagements
"@TheLongInvest $VTY UK housebuilder. Shifting to partnership model (high ROCE) - NVR style"
X Link 2025-09-16T20:03Z [---] followers, [----] engagements
"$VTY Is this breaking out Any Vistry investors here"
X Link 2025-09-17T14:15Z [---] followers, [---] engagements
"PORTFOLIO UPDATE The Compound Atlas YTD: +15.8% S&P [---] YTD: 0.8% The Compound Atlas 1Yr: 121% S&P [---] 1Yr: 13.6% The Compound Atlas 3Yr: 193% S&P [---] 3Yr: 76% Since Feb [----] The Compound Atlas: 202% S&P 500: 67% POSITIONS HELD: $ADUR $BABA $OSCR $KSPI $BIDU $ZETA $GRRR $JD $GAMB $STNE $FOUR $HIMS $ROOT $RELY $PYPL $IINN $NVO $DQ https://twitter.com/i/web/status/2014530735118680559 https://twitter.com/i/web/status/2014530735118680559"
X Link 2026-01-23T02:48Z [---] followers, [----] engagements
"I think they are being a little conservative with valuation but even with that it's coming up as 21% IRR from here. Decent read. $FOUR The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://t.co/0kU9EgbsjR The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://t.co/0kU9EgbsjR"
X Link 2026-01-23T22:39Z [---] followers, [---] engagements
"As soon as NGP results are out & validated we all agree the key risk shifts to commercialization (partners funding runway until revenues etc). Thought experiment: if that risk does materialize whats $ADUR worth anyway Bids for its tech & patents to disrupt a $100B+ industry $2B $3B $5B Thats your downside protection today. https://twitter.com/i/web/status/2015363023599489043 https://twitter.com/i/web/status/2015363023599489043"
X Link 2026-01-25T09:56Z [---] followers, [---] engagements
"$UNH Earnings miss and weak guidance. Stock down 13% pre-market. Anyone buying here on weakness $UNH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $113.22B (Est. $113.87B) 🔴 🔹 Adj. EPS: $2.11 (Est. $2.10) 🟢 🔹 Medical Care Ratio: 92.4% (Est. 92.1%) 🔴 🔹 Operating Margin: 0.3% (Est. 2.9%) 🔴 🔹 4Q charge: $1.6B net of taxes ($1.78/sh); excluded from adjusted earnings FY Guide: https://t.co/WTwoW1VEsK $UNH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $113.22B (Est. $113.87B) 🔴 🔹 Adj. EPS: $2.11 (Est. $2.10) 🟢 🔹 Medical Care Ratio: 92.4% (Est. 92.1%) 🔴 🔹 Operating Margin: 0.3% (Est. 2.9%) 🔴 🔹 4Q"
X Link 2026-01-27T12:02Z [---] followers, [---] engagements
"@Stefan_Skippy Looks a bit overstretched. The mines are not valued on today's prices but based on average future value of copper price for next few years. So it depends how desperate and greedy the buyer is ;) In any case we are talking about multiples here. Good luck to us"
X Link 2026-01-27T14:16Z [---] followers, [--] engagements
"@alexcapital01 These guys sandbag the estimates big time Won't be surprised"
X Link 2026-01-27T14:19Z [---] followers, [---] engagements
"$STNE guiding $2.8 EPS (BLR $15/sh) next year growing earnings 25%+ buying back shares. At just 6x FWD PE today. Even a modest 15x implies $43/share. What multiple would you give this business 🤔📈"
X Link 2026-01-27T16:51Z [---] followers, [---] engagements
"@RetiredLifeNC @weary_centurion Went with a 40% position with $BABX at $70. Converted back to $BABA at $150. Gift from god"
X Link 2026-01-27T16:58Z [---] followers, [---] engagements
"I agree. People often miss the impact of debt in valuation. But even if EV/EBITDA stays flat as debt is paid down EV mechanically turns into market cap. From here you have three tailwinds: [--]. No multiple expansion needed debt paydown alone lifts equity [--]. Potential re-rating from deleveraging + improving industry sentiment [--]. FCF ramping toward $1B Thats three forces working in your favor. https://twitter.com/i/web/status/2016330726514557184 https://twitter.com/i/web/status/2016330726514557184"
X Link 2026-01-28T02:01Z [---] followers, [---] engagements
"Weve held this since $60 avg $82 and were still holding. Theres a lot of juice left. The game has just started. The carnage began when the Ant/Alipay listing was derailed. It likely ends when the Alipay listing comes back. Hold through the noise. Thats usually when retail finally shows up. https://twitter.com/i/web/status/2016371485372514468 https://twitter.com/i/web/status/2016371485372514468"
X Link 2026-01-28T04:43Z [---] followers, [--] engagements
"@accounting_ds Heres my journey: $10K - $100K (7 years) $100K - $200K (3 years) $200K - $500K (1 year) $500K - $1M (2 years) $1M - $2M (2 years) $2M - $3M (2 years)"
X Link 2026-01-28T04:51Z [---] followers, [---] engagements
"$ADUR Going in the right direction back to 52wk high +5%"
X Link 2026-01-28T14:42Z [---] followers, [---] engagements
"@SharpInvesting1 The multiples are trading like it's a dying company even the analysts are projecting some growth. Even without a revenue acceleration this company deserves a P/FCF of 15-18"
X Link 2026-01-29T02:00Z [---] followers, [--] engagements
"@zerohedge This is on top of Dollar Index falling itself"
X Link 2026-01-29T05:45Z [---] followers, [---] engagements
"$BABA https://www.reuters.com/world/asia-pacific/alibaba-merge-with-chinas-zelos-2-billion-robovan-business-wsj-reports-2026-01-29/ https://www.reuters.com/world/asia-pacific/alibaba-merge-with-chinas-zelos-2-billion-robovan-business-wsj-reports-2026-01-29/"
X Link 2026-01-29T09:18Z [---] followers, [---] engagements
"$BIDU Sharpening their pencils on the consumer business. https://www.scmp.com/tech/big-tech/article/3341294/chinas-baidu-merges-key-app-businesses-drive-consumer-ai-push https://www.scmp.com/tech/big-tech/article/3341294/chinas-baidu-merges-key-app-businesses-drive-consumer-ai-push"
X Link 2026-01-29T09:19Z [---] followers, [--] engagements
"$ADUR ONE STEP AT A TIME WE ARE GETTING. TICK TOCK Long $ADUR - News: Scale-Up: Chemelot Selected for FOAK Commercial Plant Aduro just executed a major step in its scale-up roadmap: The company has officially selected Chemelot Industrial Park (CIP) in Sittard-Geleen Netherlands as the site for its First-of-a-Kind (FOAK) https://t.co/vHBh9Flp3m Long $ADUR - News: Scale-Up: Chemelot Selected for FOAK Commercial Plant Aduro just executed a major step in its scale-up roadmap: The company has officially selected Chemelot Industrial Park (CIP) in Sittard-Geleen Netherlands as the site for its"
X Link 2026-01-29T13:47Z [---] followers, [---] engagements
"@Bitcoin_Teddy Don't speculate your money on the words of speculators"
X Link 2026-02-01T02:21Z [---] followers, [---] engagements
"@Gubloinvestor And I see the FinTwit going bearish for the first time. That's a bullish signal imo"
X Link 2026-02-01T02:41Z [---] followers, [---] engagements
"@GrindeOptions Let's put it differently. $TSLA is an investment. Bitcoin is speculation. There's nothing wrong with speculation if you know you are speculating but those are completely two different things"
X Link 2026-02-01T03:11Z [---] followers, [---] engagements
"@itsRobertBurns $ORRCF $OCO But the special part of this stock is this will play out very well even if copper cycle doesn't play out"
X Link 2026-02-03T11:34Z [---] followers, [---] engagements
"🧵 $KSPI A high-quality compounder hiding in plain sight Lets break it down: Management Moat TAM Valuation and why the stock is down 👇 http://Kaspi.kz http://Kaspi.kz"
X Link 2026-01-26T05:04Z [---] followers, [---] engagements
"$KSPI: A true growth company AND a screaming deep value play. Dominates Kazakhstan's fintech ecosystem with explosive revenue growth sky-high margins (70%+ ops) fortress balance sheet and 9% dividend yieldall at just 7x P/E. Rare combo. Few assets out there offer this. Who's with me https://twitter.com/i/web/status/2017783678559260673 https://twitter.com/i/web/status/2017783678559260673"
X Link 2026-02-01T02:14Z [---] followers, [---] engagements
"$KSPI The more I study about this company the more bullish I get about it. And it's trading at a freaking cheap valuation. A quick glimpse of it's recent innovation - pay by palm https://www.youtube.com/watchv=Lm6tLfBuEQ0 https://www.youtube.com/watchv=Lm6tLfBuEQ0"
X Link 2026-02-08T14:48Z [---] followers, [---] engagements
"Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge"
X Link 2026-02-08T15:08Z [---] followers, [----] engagements
"Added more today $KSPI Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd"
X Link 2026-02-09T16:33Z [---] followers, [---] engagements
"$FOUR $GAMB $RELY and $KSPI are all holding green while the market bleeds. This is exactly why you diversify into high-conviction "non-correlated" plays. 💎🙌"
X Link 2026-02-04T16:12Z [---] followers, [---] engagements
"$OSCR folks: how are you reading $CI earnings Any bullish/bearish signals for Oscar from the 83.7%84.7% MCR guidance"
X Link 2026-02-05T13:20Z [---] followers, [---] engagements
"$GAMB At these levels I don't understand who's selling. My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of the My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of"
X Link 2025-11-26T05:47Z [---] followers, [---] engagements
"$GAMB Another great interview with @charlesgillespi by @Stocktwits. TL;DR If you believe the marketing business is not going to zero this company is criminally undervalued https://youtu.be/2wW1kmbRKAgsi=iOJ9F5Z7SIKFnfX4 https://youtu.be/2wW1kmbRKAgsi=iOJ9F5Z7SIKFnfX4"
X Link 2025-12-09T05:20Z [---] followers, [---] engagements
"@TheLongInvest We made our first 1000% gainer last year with $ZEPP :) Hardly anyone on FinTwit talked about it Finally Point72 fund took a 5%+ stake in the company"
X Link 2026-01-25T08:30Z [---] followers, [---] engagements
"$ADUR In the trading world where months feel like years do you have the patience to wait a few months Also this guy creates some of the most sensible content always bringing fresh perspectives - follow him to track this company closely When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C"
X Link 2026-01-26T15:15Z [---] followers, [----] engagements
"$AST investors - PTAL. This will be interesting to you folks"
X Link 2026-01-26T17:12Z [---] followers, [--] engagements
"$PLTR 2028: $12.4B sales $4.9B net income Bold assuming 35-40% CAGR from today's $4-4.5B run-rate. 40x net = $196B mcap $82/share (2.38B shares out). 50x = $245B $103/share. Current $147 That's pricing in perfection + zero deceleration. Margin of safety Thin to none at these levels. I'd nibble sub-$70. What's your trigger https://twitter.com/i/web/status/2017788918624878854 https://twitter.com/i/web/status/2017788918624878854"
X Link 2026-02-01T02:35Z [---] followers, [--] engagements
"Disruption doesnt start with marketing decks. It starts with the headcount. Only one of these companies has a massive concentration of engineers & data scientists. Guess whos actually trying to reinvent a 100-year-old industry. $ROOT $PGR"
X Link 2026-02-10T09:03Z [---] followers, [----] engagements
"6/ Why is the stock down (The Opportunity) Two main reasons the market is spooked: Noise from one-time warrants/expenses (Carvana deal). Q4 '25 Competition: Majors pushed ad spend so Root disciplined pulled back (see point #1)"
X Link 2026-01-25T11:21Z [---] followers, [---] engagements
"7/ Summary Tech advantage incumbents can't match. Massive runway in Agency channel. Valuation implies bankruptcy or stagnation creating a massive margin of safety. This is an asymmetry play. Long $ROOT"
X Link 2026-01-25T11:21Z [---] followers, [---] engagements
"Accounts you MUST follow if youre tracking these stocks. I mightve missed a fewdrop your favorites in the comments 👇 $ADUR: @ClassicValueInv @The_PennyQueen @makingmoneynow1 @Amateur_Inv @StockResearchWk @TheLongInvest $OSCR: @investingwithac @TheRonnieVShow $ZETA: @wealthmatica $KSPI: @SharpInvesting1 (His YouTube channel) $ROOT: @KabraxFX $PYPL: @weary_centurion @Kross_Roads @HedgeFundTips $HIMS: @himshouse China: @BrianTycangco @Sino_Market https://twitter.com/i/web/status/2015627913992057091 https://twitter.com/i/web/status/2015627913992057091"
X Link 2026-01-26T03:28Z [---] followers, [----] engagements
"@ClassicValueInv @The_PennyQueen @makingmoneynow1 @Amateur_Inv @StockResearchWk @TheLongInvest @investingwithac @TheRonnieVShow Forgot to mention @_mm85 for China. He inspired us to deep dive to $ZEPP. Our first [--] bagger"
X Link 2026-01-26T04:35Z [---] followers, [---] engagements
"3/ Culture = long-term compounding Strengths of this team: Extreme tenure & stability Shareholder-aligned incentives Customer-first product decisions Profitable growth (almost unheard of in fintech) This is not a promo-driven cash-burning organization"
X Link 2026-01-26T05:04Z [---] followers, [--] engagements
"4/ MOAT: A true super-app with two-sided network effects Kaspi integrates: Payments (Kaspi Pay P2P bill pay) Marketplace (e-commerce) Fintech (loans deposits BNPL insurance) Consumers live in the app. Merchants depend on it. Switching costs = huge"
X Link 2026-01-26T05:04Z [---] followers, [--] engagements
"$BIDU Typical - upgrades following stock price BAIDU ADR TARGET PRICE RAISED TO $196.00 FROM $178.00 BY NOMURA #BAIDU #AI $BIDU https://t.co/tJxfNyPsrf https://t.co/voHSvzBHDt BAIDU ADR TARGET PRICE RAISED TO $196.00 FROM $178.00 BY NOMURA #BAIDU #AI $BIDU https://t.co/tJxfNyPsrf https://t.co/voHSvzBHDt"
X Link 2026-01-26T05:54Z [---] followers, [---] engagements
"@Stefan_Skippy Interesting. Yeah. Not sure at what copper price will the buyout happen. I'm assuming the old evaluation on conservative side. At $1.5B NPV * 85% ownership* 30% buyout price = $380M (Roughly 3x). On higher side maybe $2.5B NPV * 85% * 50% = $1B (8x). What are your assumptions"
X Link 2026-01-27T03:43Z [---] followers, [--] engagements
"@weary_centurion Opinion follows trend my friend. The same folks will be upgrading after the stock price reverses. We have played this beautifully in $BABA $BIDU for the last [--] years. The same analysts who were downgrading when stock price was falling are upgrading AFTER stock is up"
X Link 2026-01-27T15:06Z [---] followers, [---] engagements
"$ROOT Nothing beats direct feedback from the groundfrom people who know the user journey inside out. A former Product Manager at $ROOT explains the pain points solved by the Root Agent Portal (RAP): "It is a modern agent system powered by the carrier platform. It is a front-end tool for agents to bind policies much better than other carriers. Many agent portals like those for A former Product Manager at $ROOT explains the pain points solved by the Root Agent Portal (RAP): "It is a modern agent system powered by the carrier platform. It is a front-end tool for agents to bind policies much"
X Link 2026-01-27T23:11Z [---] followers, [----] engagements
"Algos selling $ROOT on a $CVNA short report. We added here"
X Link 2026-01-28T18:28Z [---] followers, [---] engagements
"You are right. Those too. The question is that is $CVNA going down as a company or the stock needs to be de-rated and they need to reevaluate the numbers. As long as the company is the same on ground numbers for $ROOT will not change. I'm a big fan of @robvinall and it's his biggest conviction bet. Would be good to wait for Carvana to respond. https://twitter.com/i/web/status/2016675594331935201 https://twitter.com/i/web/status/2016675594331935201"
X Link 2026-01-29T00:51Z [---] followers, [---] engagements
"Shift4 Payments $FOUR stands to gain from a weakening USD & surging int'l revenue (now 26% non-USD thx Global Blue). Foreign earnings convert to more $$$ boosting cash plus weaker dollar makes it easier to pay off $5B debt mostly denominated in USD"
X Link 2026-01-29T11:03Z [---] followers, [---] engagements
"$ROOT on autonomous vehicles $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their https://t.co/Yf5lPq2cya $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their"
X Link 2026-01-30T13:11Z [---] followers, [---] engagements
"$OSCR This has a direct impact on stable margins. What does it mean At similar growth rates having higher net margins would justify better P/S multiples vs peers. Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of deciding: Is this covered How much do we pay How much does the patient owe Most insurers auto-adjudicate 80% of claims. The other https://t.co/PUPgjw9DGC Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of"
X Link 2026-01-31T16:31Z [---] followers, [----] engagements
"$ZETA A good price to buy imo for a company with a very strong moat. By [----] it should reach a net income of $400M At 20x it deserves a valuation of $8B by [----]. That's 20% CAGR from here. If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x"
X Link 2026-01-31T16:49Z [---] followers, [----] engagements
"Bullish on $ZETA & holding strong but questioning some wild valuations/targets floating around. Assuming stable 20% net margins on $2B fwd sales = $400M net income. At 20x multiple that's $8B mcap or $32/share. What's your take on fair value today Why"
X Link 2026-02-01T02:08Z [---] followers, [---] engagements
"Suddenly everyone on FinTwit is less bullish. Not much has changed in a couple of months other than stock price. I was holding a purchase until it fell down from $60. To me this looks like a very safe bond giving a 15%+ yield minimum. Opinion follows trend Don't make that mistake. https://twitter.com/i/web/status/2017784767748727063 https://twitter.com/i/web/status/2017784767748727063"
X Link 2026-02-01T02:19Z [---] followers, [--] engagements
"Remember a good investment is not investing in a good company. It's about what you pay for that company. PRICE IS WHAT YOU PAY VALUE IS WHAT YOU GET"
X Link 2026-02-01T02:46Z [---] followers, [--] engagements
"@Mrcryptoxwhale Be careful in investing in assets for which prices are driven just by narratives. It can change without giving you much time to react"
X Link 2026-02-01T03:01Z [---] followers, [----] engagements
"Note: We are still in the GREED territory"
X Link 2026-02-01T03:15Z [---] followers, [--] engagements
"Very well written articlean excellent thought process that mirrors how weve been thinking. Couldn't have explained it better. Summarising the takeaway: "While investors scrutinize the Pilot status they are missing the forest for the trees." Long $ADUR $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News"
X Link 2026-02-01T09:46Z [---] followers, [----] engagements
"@Gubloinvestor $ADUR"
X Link 2026-02-01T13:54Z [---] followers, [---] engagements
"BULL Market creates BAD investors BAD investors cause BEAR market BEAR markets create SMART investors SMART investors cause BULL market And the CYCLE goes on"
X Link 2026-02-01T18:04Z [---] followers, [--] engagements
"The only real safe haven is earnings. Own durable businesses when theyre mispriced. Volatility risk. Risk needs a hedge. Volatility needs patience. Chasing shiny non-yielding assets just turn investing into musical chairs. Someone always gets left standing"
X Link 2026-02-02T01:04Z [---] followers, [--] engagements
"@Couch_Investor @usopen @carlosalcaraz Why did you put Andy in there 😝"
X Link 2026-02-02T02:41Z [---] followers, [---] engagements
"@Kross_Roads What's your investment IRR expectation and based on that what growth rates do you have to see for PainPal $PYPL FCF margins will be touching 20% by [----] if there's no movement in stock price. From here even getting a 5% growth rate will give you a 20%+ return"
X Link 2026-02-02T04:14Z [---] followers, [---] engagements
"Legacy insurers can't touch it: Decades-old core systems = tech debt nightmare. Retrofitting for embedded APIs Massive capex + years of pain. They compete with themselveswhy give flow to a partner when it cannibalizes direct sales Root's modern API-first platform is plug-and-play for OEMs like Hyundai. No drama"
X Link 2026-02-02T05:04Z [---] followers, [--] engagements
"Hyundai partnership progress (2025-2026): Announced April [----] with HCA Co-branded offering live for Hyundai Motor Finance customers Dedicated landing pages direct mail app management Hyundai trademarked "Secure+" likely white-label powered by Root (just like Carvana). Early innings but volume can scale fast. https://twitter.com/i/web/status/2018188658734715388 https://twitter.com/i/web/status/2018188658734715388"
X Link 2026-02-02T05:04Z [---] followers, [---] engagements
"This isn't "another channel" - it's structural advantage: lower CAC superior data sticky OEM integration virtuous cycle of better pricing more partners more data. Legacy can't copy without reinventing themselves. $ROOT is positioned to capture embedded auto growth. Early undervalued huge upside. 🚀 What do you think - multi-bagger potential $ROOT #investing https://twitter.com/i/web/status/2018188660852822238 https://twitter.com/i/web/status/2018188660852822238"
X Link 2026-02-02T05:04Z [---] followers, [---] engagements
"@AbdrazakAlmas Yes a big reason is that the investor pool used to be of dividend investors. They will come back eventually meanwhile we can accumulate stock at lower prices :)"
X Link 2026-02-02T05:05Z [---] followers, [--] engagements
"I'd cheer a 50% market crash tomorrow & double down HARD. If you're not cashing out next week for retirement/living expenses why rationally root for endless bull runs Biggest compounding gains come from buying low in bears not chasing highs in bulls . Bull market makes you feel good. Bear market helps you build wealth. https://twitter.com/i/web/status/2018235529826054617 https://twitter.com/i/web/status/2018235529826054617"
X Link 2026-02-02T08:10Z [---] followers, [--] engagements
"@SayNoToTrading @RealMattMoney @amitisinvesting I understand he's still holding $PLTR If that's the case it doesn't even need to be debated. I can bet in public that from these levels Palantir will under perform S&P 500"
X Link 2026-02-02T09:14Z [---] followers, [---] engagements
"$ADUR Good analysis of competitive landscape Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy"
X Link 2026-02-02T18:00Z [---] followers, [----] engagements
"@Durk46415509 @Sundance88088 @aincomeinvestor There's always a bear market somewhere. Small caps Payments Healthcare Emerging markets - there are many sectors trading at a reasonable valuations. We have some great companies in our portfolio - most of them or all of them are trading at reasonable valuations :)"
X Link 2026-02-02T23:10Z [---] followers, [--] engagements
"$PYPL earnings tomorrow. Polymarket predicts 81% chance it beats earnings. FinTwit is super bearish for the first time. Two bullish signals. Let's see"
X Link 2026-02-02T23:39Z [---] followers, [---] engagements
"@chillipickle7 @SpecificWhite This means you agree that the stock should significantly re-rate once pilot data is there. At least we both can agree on that. Yes it's a "calculated" risk some of us have taken. Time will tell whether that data is good or not"
X Link 2026-02-03T05:03Z [---] followers, [--] engagements
"The real question isnt growth its survival. Do you see $PYPL still around in [--] years Assume ZERO growth. No turnaround. That actually means losing share (below GDP). Even then: $10B cash $6B FCF every year At a $40B market cap this goes private in [--] years. Market has puked and most likely capitulated. Have you @HedgeFundTips @TheLongInvest https://twitter.com/i/web/status/2018836642514272734 https://twitter.com/i/web/status/2018836642514272734"
X Link 2026-02-03T23:58Z [---] followers, [---] engagements
"Very good (dark) perspective from a $PYPL veteran. While the company might be oversold it clearly needs to reinvest how they approach payments and customers. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak"
X Link 2026-02-04T00:33Z [---] followers, [---] engagements
"@SharpInvesting1 @TheRayMyers @SharpInvesting1 you have initiated a position in $ZETA What's your opinion on the recent $PYPL massacre :)"
X Link 2026-02-04T00:41Z [---] followers, [---] engagements
"@perprins0 Nice analysis. Just one call out majors usually buy at 30-50% of the NPV. Did you account for that"
X Link 2026-02-04T05:44Z [---] followers, [--] engagements
"@MarketMatrixs Good list. We own $ZETA $ADUR $HIMS and $OSCR"
X Link 2026-02-04T05:52Z [---] followers, [---] engagements
"Dont worry about $BTC guys. The fundamentals are rock solid. 💎 In fact the lower the price goes the more attractive the dividend yield and share buyback program becomes. Oh wait. Wrong asset. There are none. Youre on your own out there. Good luck 🫡📉"
X Link 2026-02-04T17:01Z [---] followers, [--] engagements
"More than 10% buyback announced for $BIDU Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in a filing that the https://t.co/8JcDvdsHy1 Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in"
X Link 2026-02-05T07:09Z [---] followers, [--] engagements
"CryptoMarket greed/fear index further drops by [--] points to [--]. Close to bottom $BTC will test the key $70k level. Let's see if it holds or there is further carnage"
X Link 2026-02-05T08:31Z [---] followers, [--] engagements
"Check out my latest article on $OSCR diving into the HolaOscar offering and why it matters. https://t.co/tEsGAKepxm https://t.co/tEsGAKepxm"
X Link 2026-02-05T09:06Z [---] followers, [---] engagements
"NEVER short NEVER leverage NEVER go all-in in one idea NEVER try to time the market NEVER invest without conviction"
X Link 2026-02-06T02:27Z [---] followers, [--] engagements
"First: Proven in R2 Extremely High Odds for NGP Success R2 nailed very high yields low energy minimal byproducts on real waste plastics. Hundreds of runs. NGP is the SAME Hydrochemolytic chemistry just continuous flow at pilot scale. It's engineering tweaks NOT a chemistry gamble. 🔥 https://twitter.com/i/web/status/2020157107224621319 https://twitter.com/i/web/status/2020157107224621319"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
"NGP = Low-Risk Validation Step On-schedule commissioning (Phase [--] wet runs as of late [----] into 2026). All major systems installed extruders tested Siemens controls integrated. No red flags reported. Once data drops (Q1/Q2 [----] expected) it confirms continuous operation on dirty feedstocks game over for "science project" doubts. https://twitter.com/i/web/status/2020157109841871195 https://twitter.com/i/web/status/2020157109841871195"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
"Why Retail Misses It: Sector PTSD - Advanced recycling = graveyard of failures: - Pyrolysis low yields toxic char subsidies needed - Solvent plays (e.g. PureCycle) pristine feedstock only massive capex disasters - Enzymatic/PET sorted streams only Market lumps $ADUR in "another hype pilot." But Aduro eats mixed/dirty plastics 90%+ to valuable chemicals profitable WITHOUT subsidies. The only one built for real profit"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
"Management's Clear Message Ignored. CEO Ofer Vicus & team repeat: "The chemistry works. IP is the catalyst magic. Scaling uses off-the-shelf Lego blocks (extruders reactors) with known ratios from decades of industry use." Shell GameChanger graduation Massive validation. Major petro steam-cracked their oil "as-is" in Nov [----] end-product already works. https://twitter.com/i/web/status/2020157114698854912 https://twitter.com/i/web/status/2020157114698854912"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
"Retail's Blind Spots: - Fixated on "perfect certainty" before NGP data - Chasing AI/drones momentum not patient cleantech ramps - Dilution fear from recent raises masks progress - Bearish noise ("fraud" "no partners yet") drowns facts Meanwhile: Chemelot demo site selected (Jan 2026) $20M+ raise funds it partnerships brewing. https://twitter.com/i/web/status/2020157117429420058 https://twitter.com/i/web/status/2020157117429420058"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
"The Re-Rating Math NGP success shifts risk from TECH to execution/partners. Peers post-pilot: $300M$2B valuations (PureCycle $1.52B Loop/Agilyx $400800M ranges). $ADUR's path: $400900M near-term $12B+ on validation + partnerships. Downside Even acquisition bids for IP in $100B+ market huge floor. https://twitter.com/i/web/status/2020157119866282477 https://twitter.com/i/web/status/2020157119866282477"
X Link 2026-02-07T15:26Z [---] followers, [---] engagements
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