# ![@DhanLaxmiWealth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1878204198409396224.png) @DhanLaxmiWealth Dhanalaxmi Capital

Dhanalaxmi Capital posts on X about $uber, $googl, $abnb, meta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1878204198409396224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1878204198409396224/c:line/m:interactions.svg)

- [--] Week [-----] +934%
- [--] Month [-----] +28%
- [--] Months [------] -60%
- [--] Year [------] +367%

### Mentions: [--] [#](/creator/twitter::1878204198409396224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1878204198409396224/c:line/m:posts_active.svg)

- [--] Week [--] +218%
- [--] Month [--] +41%
- [--] Months [---] +37%
- [--] Year [---] +164%

### Followers: [---] [#](/creator/twitter::1878204198409396224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1878204198409396224/c:line/m:followers.svg)

- [--] Week [---] +7.10%
- [--] Month [---] +7.10%
- [--] Months [---] +19%
- [--] Year [---] +152%

### CreatorRank: [---------] [#](/creator/twitter::1878204198409396224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1878204198409396224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities) 

**Social topic influence**
[$uber](/topic/$uber), [$googl](/topic/$googl), [$abnb](/topic/$abnb) #571, [meta](/topic/meta), [$dhi](/topic/$dhi), [$amzn](/topic/$amzn), [$bkng](/topic/$bkng) #41, [investment](/topic/investment), [$nvo](/topic/$nvo), [asml](/topic/asml)

**Top accounts mentioned or mentioned by**
[@barronsonline](/creator/undefined) [@wsj](/creator/undefined) [@bchesky](/creator/undefined) [@ft](/creator/undefined) [@bizbreakdowns](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Airbnb, Inc. (ABNB)](/topic/$abnb) [D R Horton Inc (DHI)](/topic/$dhi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Novo-Nordisk (NVO)](/topic/$nvo) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/$msft) [Msci Inc (MSCI)](/topic/$msci) [MercadoLibre Inc (MELI)](/topic/$meli) [JPMorgan Chase (JPM)](/topic/$jpm) [Capital One Financial Corp. (COF)](/topic/$cof) [Adobe, Inc. (ADBE)](/topic/$adbe) [NVR, Inc. (NVR)](/topic/$nvr) [UnitedHealth Group (UNH)](/topic/$unh) [PulteGroup, Inc. (PHM)](/topic/$phm) [ELYSIA (EL)](/topic/$el) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Salesforce Inc (CRM)](/topic/$crm) [GLP1 (GLP1)](/topic/glp1) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [IBM (IBM)](/topic/ibm) [Lennar Corporation (LEN)](/topic/$len) [S&P Global Inc (SPGI)](/topic/$spgi) [Auroracoin (AUR)](/topic/$aur) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Texas Instruments (TXN)](/topic/$txn) [Apple, Inc. (AAPL)](/topic/aapl) [Tesla, Inc. (TSLA)](/topic/tesla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Exxon Mobil (XOM)](/topic/$xom) [Basis Cash (BAC)](/topic/$bac) [Wells Fargo & Co (WFC)](/topic/$wfc) [Toll Brothers, Inc. (TOL)](/topic/$tol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The top five firms are $AAPL $MSFT $AMZN $GOOG $GOOGL $XOM Apple (lifetime SWC of $1.64 trillion) Microsoft (lifetime SWC of $1.41 trillion) Exxon Mobil (lifetime SWC of $988 billion) Amazon (lifetime SWC of $865 billion) Alphabet (lifetime SWC of $718 billion) Among these only Exxon Mobile has been present in the CRSP database since [----]. By comparison Apple and Microsoft entered in [----] and [----] respectively Amazon entered in [----] and Alphabet entered in 2004"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878296723874894169)  2025-01-12T04:23Z [--] followers, [--] engagements


"Five of the top ten firms $AAPL $MSFT $AMZN $GOOG $GOOGL $IBM Apple Microsoft Amazon Alphabet and IBM are Technology firms. $XOM One firm from each of the Energy (Exxon Mobile) $JNJ Healthcare and Pharmaceuticals (Johnson and Johnson) $WMT Wholesale and Retail (Walmart) $BRK.A $BRK.B Finance (Berkshire Hathaway) $PG Manufacturing (Proctor and Gamble) industries also appear among the top ten"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878296725741256968)  2025-01-12T04:23Z [--] followers, [--] engagements


"Stock investing is futile Looking at the CRSP database through the end of [----] he found most stocks 51.6% to be exact lost money with a median negative return of 7.41% over the 98-year span But the average or mean return across all stocks for that period was 22840%. In other words $1 invested grew into $229.40 owing to the outsize contribution of a few winners. Over that same span inflation amounted to 1614% or 2.94% per annum"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878296744456269922)  2025-01-12T04:23Z [--] followers, [--] engagements


"While the majority of stocks lost money from [----] through [----] [--] stocks returned over five million percent turning a dollar invested in them into $50000. The biggest return came from Altria Group $MO formerly Philip Morris which turned a buck into $2.65 million during that time. Lottery ads tout a dollar and a dream to lure punters with dreams of instant fortunes. But selling butts over time did better for investors (if not consumers of tobacco)"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878296746138153137)  2025-01-12T04:23Z [--] followers, [--] engagements


"Runner-up was Vulcan Materials $VMC which turned an investment of $1 into $393492 according to Bessembinders analysis"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878296747723702331)  2025-01-12T04:23Z [--] followers, [--] engagements


"From Guru Focus https://www.gurufocus.com/stock/LVMUY/valuation https://www.gurufocus.com/stock/LVMUY/valuation"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878480881184059629)  2025-01-12T16:35Z [--] followers, [--] engagements


"$ABNB https://www.wsj.com/business/hospitality/airbnb-should-be-a-sleeper-hit-5a6c9dac https://www.wsj.com/business/hospitality/airbnb-should-be-a-sleeper-hit-5a6c9dac"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958178211332437)  2025-01-14T00:11Z [--] followers, [--] engagements


"Source: wsj"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958180333760937)  2025-01-14T00:11Z [--] followers, [--] engagements


"Source: wsj Wall Street expects the companys gross bookings to grow nearly 11% this year compared with the 4%-to-6% range seen for rival online travel marketplaces Expedia $EXPE and $BKNG. Analysts also expect Airbnbs revenue growth to stay in the double-digit range for at least the next four years. Marriott MAR and Hilton are projected to average 5% to 8% annual revenue growth in that same time according to consensus estimates from FactSet"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958182825087358)  2025-01-14T00:11Z [--] followers, [--] engagements


"Some notes from Morning Star Report We think that Airbnb's global online travel agency position will strengthen over the next decade driven by a leading alternative accommodation network (source of its narrow moat) of over [--] million hosts and cumulative [--] billion guest arrivals since its start in [----]. Also we think this network advantage will be supported by artificial intelligence investment and expansion into the experiences vertical and international markets over the next several years Also Airbnb is positioned to benefit from the ongoing shift to mobile bookings witnessed by Airbnb being"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958197618172004)  2025-01-14T00:11Z [--] followers, [--] engagements


"Famous Investors owning $ABNB https://www.dataroma.com/m/stock.phpsym=ABNB https://www.dataroma.com/m/stock.phpsym=ABNB"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958199346168245)  2025-01-14T00:11Z [--] followers, [--] engagements


"Chuck Akre - Initiated a position in $ABNB in Q2 [----] and added more Q3 [----] Holds 2.80% of his portfolio in $ABNB"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958201619767496)  2025-01-14T00:11Z [--] followers, [--] engagements


"Source: wsj In the latest earnings call Chesky said about nine people book a hotel room for every one person who books an Airbnb. And so if we can get just one of those guests to book on Airbnb thats currently booking at a hotel platform we would go from nearly [---] billion nights a year to [--] billion nights a year he said"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878958204182253959)  2025-01-14T00:11Z [--] followers, [--] engagements


"https://x.com/Quartr_App/status/1820484022419808386 This is incredible. @bchesky explains how $ABNB's iconic cereal campaign saved the company in 2008: https://t.co/vfdB7mKVyH https://x.com/Quartr_App/status/1820484022419808386 This is incredible. @bchesky explains how $ABNB's iconic cereal campaign saved the company in 2008: https://t.co/vfdB7mKVyH"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878960653358313779)  2025-01-14T00:21Z [--] followers, [--] engagements


"US Capital Markets Are the Largest in the World Equities India Equity Market Cap is more than UK Canada and Australia and Hong Kong"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878997918507757641)  2025-01-14T02:49Z [--] followers, [--] engagements


"The breakout of liquid financial assets held by U.S. households was: Equities 47.6% Mutual funds 16.5% Bonds (UST agency munis and corporates) 8.6% Money market funds 6.0% Deposits (bank deposits and CDs) 21.3% I own 100% of Equities 😀"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878997923960393848)  2025-01-14T02:49Z [--] followers, [--] engagements


"The breakout of total U.S. retirement assets was: IRAs 30.3% Private pensions 28.9% Annuities 9.3% Gov pension assets (federal state and local) 31.5%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1878997925722009700)  2025-01-14T02:49Z [--] followers, [--] engagements


"$JPM https://www.wsj.com/finance/banking/jpmorgan-chase-germany-consumer-banking-expansion-9a4c76aast=6iqL6o&reflink=article_copyURL_share https://www.wsj.com/finance/banking/jpmorgan-chase-germany-consumer-banking-expansion-9a4c76aast=6iqL6o&reflink=article_copyURL_share"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879127893428797944)  2025-01-14T11:26Z [--] followers, [--] engagements


"Wages are a big expense as JPMorgan competes for staff with tech companies and fintech firms offering equity some of the people said. The tech was complex: Chase had to plug into JPMorgan-wide systems for example for sanction checks"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879130432429772905)  2025-01-14T11:36Z [--] followers, [--] engagements


"Why [----] Could Be a Great Year for Big Banks $JPM https://www.wsj.com/finance/banking/why-2025-could-be-a-great-year-for-big-banks-0c90310cst=ht4QZC&reflink=article_copyURL_share https://www.wsj.com/finance/banking/why-2025-could-be-a-great-year-for-big-banks-0c90310cst=ht4QZC&reflink=article_copyURL_share"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879131786334412942)  2025-01-14T11:41Z [--] followers, [--] engagements


"I love the statistic $5 a day at birth through retirement is four and a half million dollars at an 8% annual compound rate at age 65"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879132984156238301)  2025-01-14T11:46Z [--] followers, [--] engagements


"$ABNB 37% Net income margin 38% TTM FCF Margin"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879321670630154626)  2025-01-15T00:16Z [--] followers, [--] engagements


"As of September [--] [----] we had $11.3 billion of cash and cash equivalents short-term investments andrestricted cash as well as $6.6 billion of funds held on behalf of guests. As of 01/14/2025 $ABNB market cap is $ 79.72B . They had cash of $11.3 billion as of September [--] [----] . They had cash equivalent to 14% of market cap $6.6 billion float"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879321673339728100)  2025-01-15T00:16Z [--] followers, [--] engagements


"Key Business Metrics"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879321685893267850)  2025-01-15T00:16Z [--] followers, [--] engagements


"Barron's recommended $ABNB Airbnb Is a Great Company That Had a Rough Week. Its Stock Is a Buy. The setup is good says Richard Clarke a Bernstein analyst. Airbnb should continue to gain share from hotels and become ever more global. There is huge optionality with the business. He has an Outperform rating and a price target of $174 for the stock a 51% increase from its current value. https://www.barrons.com/articles/buy-airbnb-stock-price-pick-92277d71mod=md_stockoverview_news https://www.barrons.com/articles/buy-airbnb-stock-price-pick-92277d71mod=md_stockoverview_news"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879325863549784494)  2025-01-15T00:32Z [--] followers, [--] engagements


"Like other founder CEOs such as Mark Zuckerberg of Meta Platforms and Elon Musk of Tesla Chesky [--] is an asset who brings a passion to the business. Chesky said on the earnings call that there is a place for hotels and Airbnbs. If youre staying for a night or in some business situations he said a hotel is better. But if youre with a group traveling for more than three nights or in a nonurban area Airbnb is better. Hotels still outdraw Airbnb by a ratio of nine to one. Thats a big opportunity and a reason to stick with the well-managed industry leader after its recent setback"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879327129772462533)  2025-01-15T00:37Z [--] followers, [--] engagements


"$JPM 4Q24 : Net income of $14.0 billion Average loans $1.3T Average deposits of $2.4T Total Loss-Absorbing Capacity $547B Book value per share of $116.07 up 11% Tangible book value per share of $97.30 up 13% 01/15/2025 Share Price: $252.35 Trading at [----] time book value ( $116.07 ) Trading at highest valuation of the past [--] Years. 10Y Average Price/Book Ratio is 1.49"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879700976275206522)  2025-01-16T01:23Z [---] followers, [--] engagements


"Morning Star Fair Value Estimate JPMorgan has emerged as the most dominant bank in the United States. With leading share in many aspects of banking and financial services the bank should be in an advantaged position for years to come With JPMorgan you can sleep well at night and not worry about the bank's balance sheet regulatory woes or deposit flight JPMorgan is investing heavily in organic expansion opportunities and its own distribution platforms which should drive additional share gains over the next decade and secure the best competitive position among its peers"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879700993744711818)  2025-01-16T01:23Z [--] followers, [--] engagements


"Dividend Growth From Guru Focus"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879700996651467257)  2025-01-16T01:23Z [--] followers, [--] engagements


"$ADBE Adobe CEO Sees AI Tailwind and Calls Stock an Incredible Value via @BarronsOnline https://www.barrons.com/articles/ai-photoshop-acrobat-adobe-stock-cdd095b3 https://www.barrons.com/articles/ai-photoshop-acrobat-adobe-stock-cdd095b3"  
[X Link](https://x.com/DhanLaxmiWealth/status/1879739814788182111)  2025-01-16T03:57Z [--] followers, [--] engagements


"$JPM How JPMorgan Chase & Co (JPM) Makes Its Money https://www.gurufocus.com/x/1880059271991947264 https://www.gurufocus.com/x/1880059271991947264"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880059820067418479)  2025-01-17T01:09Z [--] followers, [--] engagements


"$JPM $WFC $BAC $C $GS $MS"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880095840880193783)  2025-01-17T03:32Z [--] followers, [--] engagements


"$JPM All Time High"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880357638271300004)  2025-01-17T20:52Z [--] followers, [--] engagements


"wedge wood partners $TPL $SPGI $TSM $GOOG $GOOGL $META https://wedgewoodpartners.com/wp-content/uploads/2025/01/WW_4Q2024_Client_Letter_Curb_Your_Enthusiasm.pdf https://wedgewoodpartners.com/wp-content/uploads/2025/01/WW_4Q2024_Client_Letter_Curb_Your_Enthusiasm.pdf"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880434944922484963)  2025-01-18T02:00Z [--] followers, [---] engagements


"$TPL We liquidated our position after the stock ralliedquite sharply upon being consecutivelyadded to two major stock indexes over the past seven months"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880434945388077146)  2025-01-18T02:00Z [--] followers, [--] engagements


"How do you estimate the expected returns of a stock From Focused Compounding ===================== Free Cash Flow Plus Growth: Investing the Warren Buffett Way Where Does Your Return Come From: Yield Growth and Multiple Expansion https://youtube.com/watchv=NKkW9wbVfb4 https://youtube.com/watchv=7YhugQp135s https://youtube.com/watchv=7YhugQp135s https://youtube.com/watchv=NKkW9wbVfb4 https://youtube.com/watchv=7YhugQp135s https://youtube.com/watchv=7YhugQp135s"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880659799513366967)  2025-01-18T16:53Z [--] followers, [--] engagements


"From Terry Smith ============ Terry Smith also talks about $NVO https://fundsmith.eu/news/2024/5553-the-market-nzz-valuation-is-not-as-important-as-qualityr=1 https://fundsmith.eu/news/2024/5553-the-market-nzz-valuation-is-not-as-important-as-qualityr=1"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880659801199526163)  2025-01-18T16:53Z [--] followers, [--] engagements


"$NVO [--] Year Price Chart 20Y CAGR 18.83% even after drawdown of 45% from peak"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880690737047810414)  2025-01-18T18:56Z [--] followers, [---] engagements


"Novo Nordisk (Ozempic) episode from ACQUIRED https://www.acquired.fm/episodes/novo-nordisk-ozempic https://www.acquired.fm/episodes/novo-nordisk-ozempic"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880690790219071681)  2025-01-18T18:56Z [---] followers, [--] engagements


"Why did Terry Smith bought Novo Nordisk long before the GLP-1 revolution https://www.facebook.com/reel/594289856429328 https://www.facebook.com/reel/594289856429328"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880690792160977288)  2025-01-18T18:56Z [---] followers, [--] engagements


"$NVO Novo Nordisk CEO attends crisis talks with Danish PM amid Donald Trump Greenland threats https://fortune.com/europe/2025/01/17/novo-nordisk-ceo-attends-crisis-talks-with-danish-pm-amid-donald-trump-greenland-threats/ https://fortune.com/europe/2025/01/17/novo-nordisk-ceo-attends-crisis-talks-with-danish-pm-amid-donald-trump-greenland-threats/"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880752507514941899)  2025-01-18T23:01Z [--] followers, [---] engagements


"$LVMUY $LVMH LVMH overtakes Novo Nordisk as Europes most valuable company via @ft https://www.ft.com/content/2ebccf88-e9bb-494c-b70a-957ea66643db https://www.ft.com/content/2ebccf88-e9bb-494c-b70a-957ea66643db"  
[X Link](https://x.com/DhanLaxmiWealth/status/1880752599227576347)  2025-01-18T23:02Z [--] followers, [---] engagements


"$LVMH $LVMUY History https://www.lvmh.com/en/our-group/history https://www.lvmh.com/en/our-group/history"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881019607642955887)  2025-01-19T16:43Z [--] followers, [---] engagements


"$NVO From Guru Focus 10Y Average PE is [-----] [----] PE is [----] Current PE is [-----] 10Y EBITDA CAGR : 11.70% 5Y EBITDA CAGR : 17.50% 1Y EBITDA CAGR : 43.40%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881039013605437584)  2025-01-19T18:00Z [--] followers, [--] engagements


"$NVO Albertsons CEO: GLP-1 medications potentially influencing food consumption "the amount of growth we're seeing in GLP-1s.it's hard for me having been in food & beverage now for 15-plus years to completely ignore that because of the amount of reduction in calories that it has." Albertsons CEO: GLP-1 medications potentially influencing food consumption "the amount of growth we're seeing in GLP-1s.it's hard for me having been in food & beverage now for 15-plus years to completely ignore that because of the amount of reduction in calories that it has.""  
[X Link](https://x.com/DhanLaxmiWealth/status/1881045599895867622)  2025-01-19T18:26Z [--] followers, [---] engagements


"$NVO https://qz.com/glp-1-drugs-grocery-bill-spending-retail-food-2025-1851731159 https://qz.com/glp-1-drugs-grocery-bill-spending-retail-food-2025-1851731159"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881048068994544034)  2025-01-19T18:36Z [--] followers, [--] engagements


"The study which analyzed U.S. household transaction data over two years found that households with at least one GLP-1 user reduced their grocery spending by about 6% within six months of starting the medication. High-income households in particular saw a reduction of nearly 9%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881048070726562090)  2025-01-19T18:36Z [--] followers, [--] engagements


"Walmarts (WMT) CEO Doug McMillion acknowledged margin pressure due to the rise in GLP-1 use during the companys Nov. [--] earnings call"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881048073071390747)  2025-01-19T18:36Z [--] followers, [--] engagements


"How GLP-1 Medication Adoption is Changing Consumer Food Purchases The market for GLP-1 drugs has experienced rapid growth and had already reached around $50 billion by the end of [----] with projections indicating it is set to at least double by [----] https://papers.ssrn.com/sol3/papers.cfmabstract_id=5073929 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5073929"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881050403015721091)  2025-01-19T18:45Z [--] followers, [--] engagements


"When Bonds Make Sense in Your Portfolioand When Cash Is the Better Option https://www.barrons.com/articles/bonds-cash-savings-yields-b2c26833st=hew8qU https://www.barrons.com/articles/bonds-cash-savings-yields-b2c26833st=hew8qU"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881367851417964609)  2025-01-20T15:47Z [--] followers, [--] engagements


"The current interest-rate environment is particularly murky. The Trump administrations plans for tax cuts and tariffs could lead to bigger budget deficits and fan inflation. The uncertainty is great enough that some investors are staying heavily in cash for now"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881367853775159523)  2025-01-20T15:47Z [--] followers, [--] engagements


"$SPGI From Wedgewood Partners"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881494411961569424)  2025-01-21T00:09Z [--] followers, [--] engagements


"$NVO Novo Lilly Weight-Loss Drugs Reduce Risk of Alzheimers Study Shows. What It Means for the Stocks. https://www.barrons.com/articles/novo-lilly-stock-weight-loss-drugs-alzheimers-57496e0amod=md_stockoverview_news https://www.barrons.com/articles/novo-lilly-stock-weight-loss-drugs-alzheimers-57496e0amod=md_stockoverview_news"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881864845559316861)  2025-01-22T00:41Z [--] followers, [--] engagements


"The study published in Nature Medicine showed that patients treated with GLP-1 medications were 12% less likely to develop Alzheimers. An Oxford University study in July last year also showed Novos GLP-1 medicine reduced the risk for dementia when compared with another Type [--] diabetes medicine Mercks Januvia"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881864847408636388)  2025-01-22T00:41Z [--] followers, [--] engagements


"Semaglutide which is sold as Ozempic for diabetes and Wegovy for weight loss has already been approved for treating cardiovascular conditions and kidney disease. Tirzepatide sold as Mounjaro for diabetes and Zepbound for weight loss is approved for treating sleep apnea"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881864849027944912)  2025-01-22T00:41Z [--] followers, [---] engagements


"$NU Nubank which is one of the world's largest digital challenger banks allows users to trade Bitcoin and other cryptocurrencies. It also launched its own cryptocurrency trading platform Nucripto in [----] which acquired more than [--] million users in its first month"  
[X Link](https://x.com/DhanLaxmiWealth/status/1881867277722902719)  2025-01-22T00:51Z [--] followers, [---] engagements


"$BKNG is a top-10 travel iOS application in [---] markets versus [--] for $ABNB and [--] for core $EXPE according to App Annie on Oct. [--] 2024"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882254517351436759)  2025-01-23T02:30Z [--] followers, [---] engagements


"$TXN https://www.gurufocus.com/stock/TXN/summary https://www.gurufocus.com/stock/TXN/summary"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613192381403488)  2025-01-24T02:15Z [--] followers, [---] engagements


"$TXN 20Y CAGR [-----] 10Y CAGR [-----] https://dqydj.com/stock-return-calculator/ https://dqydj.com/stock-return-calculator/"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613195271250047)  2025-01-24T02:15Z [--] followers, [--] engagements


"From Guru Focus"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613214846087644)  2025-01-24T02:15Z [--] followers, [--] engagements


"$TXN TI at CES [----] https://www.ti.com/about-ti/events/ces.html https://www.ti.com/about-ti/events/ces.html"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613217102643625)  2025-01-24T02:15Z [--] followers, [--] engagements


"Transparent window display demonstration enabled by TI DLP technology https://www.ti.com/video/6366735478112 https://www.ti.com/video/6366735478112"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613221347201043)  2025-01-24T02:15Z [--] followers, [--] engagements


"TIs most impressive product (which was accompanied by a press release earlier this week) was its edge artificial intelligence-enabled radar sensor for a vehicle's front and rear seats. The sensor monitors driver and passenger occupancy for seat belt reminder systems child presence detection and intrusion detection with a single chip running edge AI algorithms"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882613223263715554)  2025-01-24T02:15Z [--] followers, [--] engagements


"Over 44% of the highest 1% of wealth is domiciled in the United States and Canada while Western Europe represents nearly a quarter of it. The Americas are home to nearly 43% of the worlds adults whose wealth exceeds USD one million followed by EMEA with almost one-third and APAC with just over a quarter"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882625059786735775)  2025-01-24T03:02Z [--] followers, [--] engagements


"Young people are building strong credit histories years before they start working via @WSJ https://www.wsj.com/personal-finance/credit/they-turned-18-and-immediately-had-a-credit-score-over-700-9ac55992st=dfrTeK https://www.wsj.com/personal-finance/credit/they-turned-18-and-immediately-had-a-credit-score-over-700-9ac55992st=dfrTeK"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882640273299394729)  2025-01-24T04:03Z [--] followers, [--] engagements


"Source: WSJ Adding a younger person as an authorized user allows them to build years of credit history before they graduate college. It boosts the odds they will be approved for better rates on mortgages and car loans in the years to come. Amy Slade Tanner added her son Louis then an 18-year-old college student to her account to take better advantage of cash-back and other rewards. He could use it for on-campus purchases but not alcohol and gambling she said. When they checked the 23-year-olds credit score in July it was 806"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882640275312726381)  2025-01-24T04:03Z [--] followers, [--] engagements


"From Barron's $AMAT $KLAC"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882941454378786949)  2025-01-25T00:00Z [--] followers, [--] engagements


"$META Mark Zuckerberg This will be a defining year for AI. In [----] I expect Meta AI will be the leading assistant serving more than [--] billion people Llama [--] will become the leading state of the art model and we'll build an AI engineer that will start contributing increasing amounts of code to our R&D efforts. To power this Meta is building a 2GW+ datacenter that is so large it would cover a significant part of Manhattan We'll bring online 1GW of compute in '25 and we'll end the year with more than [---] million GPUs. We're planning to invest $60-65B in capex this year while also growing our AI"  
[X Link](https://x.com/DhanLaxmiWealth/status/1882975684466708535)  2025-01-25T02:16Z [--] followers, [--] engagements


"$AMAT $LVMUY @bizbreakdowns Probably $AMAT and $RMS https://t.co/rK4CTbJCkv @bizbreakdowns Probably $AMAT and $RMS https://t.co/rK4CTbJCkv"  
[X Link](https://x.com/DhanLaxmiWealth/status/1883248105287729251)  2025-01-25T20:18Z [--] followers, [---] engagements


"$NVR 10Y Snap Shot Gross Profit : Went up by [--] times in [--] years Gross Margin %: 2014: 19.8% 2023: 26% Operating Margin %: 2014: 10.7% 2023: 20.5% ROA: 2014: 11.6% 2023: 26% ROE: 2014: 23.6% 2023: 40.4% ROIC: 2014: 15.7% 2023: 32.2%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884408270023995831)  2025-01-29T01:08Z [--] followers, [--] engagements


"$NVR Price/Book ratio 10Y Mean : [----] Current: 5.79"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884408277007564803)  2025-01-29T01:08Z [--] followers, [--] engagements


"$ASML Compared to [----] Q4 Sales and Net Income in [----] Q4 ======================== Net System Sales up by : 25.2% Net Service and field option sales : 38% Total Sales up by : 28% Net Income up by : 31%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884762854223442103)  2025-01-30T00:37Z [--] followers, [--] engagements


"$ASML Highest number of lithographic systems sold compared with past [--] quarters"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884762858988175508)  2025-01-30T00:37Z [--] followers, [--] engagements


"Sale of lithographic systems sold [----] : [---] [----] : 449"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884763519612067861)  2025-01-30T00:40Z [--] followers, [--] engagements


"$ASML [----] Q4 We also recognized revenue on two High NA EUV systems. We shipped a third High NA EUV system to a customer in the fourth quarter A High NA EUV system manufactured by ASML costs approximately $370 million per unit"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884773871133356373)  2025-01-30T01:21Z [--] followers, [--] engagements


"$ASML In [----] we generated free cash flow of [---] billion euros. We returned [---] billion euros to shareholders through a combination of dividends and share buybacks in [----] Almost 1/3 rd of the Free Cashflow is being returned to share holders through a combination of dividends and share buy backs n [----] we purchased a total of around [---] thousand shares for a total amount of around [---] million"  
[X Link](https://x.com/DhanLaxmiWealth/status/1884773872672866308)  2025-01-30T01:21Z [--] followers, [--] engagements


"$META [----] Revenues went up by 22% but cost and expenses went up by only 8% resulting in 48% increase in Income from operations The two main factors driving revenue growth are the number of ads users saw in the quarter and the average prices for ads. These were up 11% and 10% respectively. We anticipate our full year [----] capital expenditures will be in the range of $60-65 billion. We expect capital expenditures growth in [----] will be driven by increased investment to support both our generative AI efforts and core business"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885099065098011060)  2025-01-30T22:53Z [--] followers, [--] engagements


"3.35 billion : Family Daily Active People Growing up in each quarter for the past two years"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885099077735493853)  2025-01-30T22:53Z [--] followers, [--] engagements


"2024 : Free cashflow is around [--] billion Current Market Cap is : [----] Trillion Trading at [-----] times TTM Free Cashflow"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885099079807438960)  2025-01-30T22:53Z [--] followers, [--] engagements


"$ALLY Open Market Insider Buys https://www.dataroma.com/m/stock.phpsym=ALLY https://www.dataroma.com/m/stock.phpsym=ALLY"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885128751702315324)  2025-01-31T00:51Z [--] followers, [--] engagements


"$AAPL Apple Is Still Finding New Customers Apple is a mature company and it revealed in its first-quarter earnings call that its installed base of devices had reached over [----] billion. Previously it had described the scale as "over two billion." The growing number is because Apple is still seeing rapid growth in customers who are new to devices. Over half of iPad and Watch sales in the quarter were to customers new to the products the company said Thursday while new customers to its Mac line grew by double digits year over year. The numbers suggest that Apple could still have room to grow"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885308411144790424)  2025-01-31T12:45Z [--] followers, [--] engagements


"$ADBE Eli Lilly CEO David Ricks bought [----] shares of Adobe at an average price of $443.976 on 01/28/2025 He now owns [----] shares in his personal account and also owns [----] shares in a trust As per Barron's: Ricks wasnt required to buy Adobe stock as he was already in compliance with his status as a director. Generally Adobe requires nonemployee directors to own stock valued at [--] times annual retainer which was most recently $60000"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885436196093907022)  2025-01-31T21:13Z [--] followers, [---] engagements


"$LVMH $LVMUY Lvmh Moet Hennessy Louis Vuitton SE (LVMHF) signed a 10-year contract with Formula [--] which is expected to positively impact the brands involved TAG Heuer is going to be the official timekeeper of all Formula [--] competitions for [--] years Sephora achieved exceptional growth with revenues now more than ten times what they were in [----]. Olympic Games cost us a lot of money this is linked to the drop in recurring operating income"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885531566895419498)  2025-02-01T03:32Z [--] followers, [---] engagements


"$MA In 4Q [----] Master Card Gross Dollar Volume in US is $793 billion Rest of the World is $1767 billion. Gross Dollar Volume Rest of the world is [---] times more than in USA Rest of the world is 13% growth and US is 9% growth from 4Q 2023"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547801951515083)  2025-02-01T04:36Z [--] followers, [--] engagements


"Cross-Border Assessments are more than Domestic Assessments Cross-Border Assessments at 23% growth and Domestic Assessments is at 6% growth from 4Q 2023"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547806292926509)  2025-02-01T04:36Z [--] followers, [--] engagements


"$MA As of December [--] [----] the Companys customers had issued [---] billion Mastercard and Maestro branded cards During the full year [----] Mastercard repurchased [----] million shares at a cost of $11.0billion and paid $2.4 billion in dividends. During [----] revenue was $28.2 billion Net Income was $12.9 billion and $13.4 billion capital is returned to the share holders . Master Card returned more capital than Net Income during [----] . Returned 47.5% of the revenue to the Share holders 🙏 And still has $14.5billion remaining under the approved share repurchase programs In [----] Gross dollar volume"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547809182720404)  2025-02-01T04:36Z [--] followers, [--] engagements


"$MA $465 fair value estimate from Morning Star From Guru Focus https://www.gurufocus.com/stock/MA/summarysearch=MA https://www.gurufocus.com/stock/MA/summarysearch=MA"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547811120251123)  2025-02-01T04:36Z [--] followers, [--] engagements


"$MA From Guru Focus https://www.gurufocus.com/stock/MA/summary https://www.gurufocus.com/stock/MA/summary"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547813351686357)  2025-02-01T04:36Z [--] followers, [--] engagements


"$V $MA Both beat QQQ for the past 10Y period"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547815377457484)  2025-02-01T04:36Z [--] followers, [--] engagements


"Famous Investors in $MA Valley Forge and Chuck Akre are around 16% of their portfolios in Master Card"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885547817520840878)  2025-02-01T04:36Z [--] followers, [--] engagements


"$NVO Every day seems to bring more exciting news. First the drugs tackled diabetes. Then with just an injection a week they took on obesity. Now they are being found to treat cardiovascular and kidney disease and are being tested for Alzheimers and addiction. It is early days yet but glp-1 receptor agonists have all the makings of one of the most successful classes of drugs in history. https://www.economist.com/leaders/2024/10/24/its-not-just-obesity-drugs-like-ozempic-will-change-the-world"  
[X Link](https://x.com/DhanLaxmiWealth/status/1885780467074347386)  2025-02-01T20:01Z [--] followers, [--] engagements


"$ADBE What are you doing with Adobes Acrobat franchise We allow you to experience AI with the AI Assistant so you can have a conversational interface with a PDF up to [--] PDFs. Clearly our ambition and our vision is to spread that across multiple documents. In the future youre going to be able to talk to a repository of hundreds of PDFs. Thats going to happen its something were working on. If youre a legal person you can ask what the indemnification clause is and how is it different across contracts. If youre in finance you can ask to compare and contrast revenue to other companies. Shantanu"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886089113797030057)  2025-02-02T16:27Z [--] followers, [--] engagements


"$ADBE Source : Barron's Among the large-capitalization software companies D.A. Davidson covers Luria rates only one stock as Buy Adobe. Adobe has a best in class margin profile through increased scale and accretive AI contributions Luria said highlighting the companys strides in implementing AI capabilities that allow businesses to be more efficient"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886090780181168210)  2025-02-02T16:34Z [--] followers, [--] engagements


"$ADBE Best in Class Margin Profile https://quickfs.net/company/ADBE:US https://quickfs.net/company/ADBE:US"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886122655423553846)  2025-02-02T18:40Z [--] followers, [--] engagements


"$ADBE Event after 36.45% draw down from peak it still beat QQQ over the past 10Y"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886122657612992551)  2025-02-02T18:40Z [--] followers, [--] engagements


"$ADBE Firefly Custom Models Firefly Services https://video.tv.adobe.com/v/3428429/ https://video.tv.adobe.com/v/3428430/ https://video.tv.adobe.com/v/3428429/ https://video.tv.adobe.com/v/3428430/"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886125605764424042)  2025-02-02T18:52Z [--] followers, [--] engagements


"$NVO Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial https://www.morningstar.com/stocks/novo-nordisk-next-generation-glp-1amylin-drug-sees-leading-weight-loss-small-trial https://www.morningstar.com/stocks/novo-nordisk-next-generation-glp-1amylin-drug-sees-leading-weight-loss-small-trial"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886131121336783286)  2025-02-02T19:14Z [--] followers, [--] engagements


"$AMZN $GOOG $GOOGL $MSFT From JP Morgan Research"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886970379169649009)  2025-02-05T02:49Z [--] followers, [---] engagements


"$BKNG $ABNB"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886970385356185628)  2025-02-05T02:49Z [--] followers, [--] engagements


"$AMZN $META $GOOG $GOOGL $SPOT"  
[X Link](https://x.com/DhanLaxmiWealth/status/1886970387310784708)  2025-02-05T02:49Z [--] followers, [---] engagements


"Wegovy Sales"  
[X Link](https://x.com/DhanLaxmiWealth/status/1887335853501911331)  2025-02-06T03:01Z [--] followers, [--] engagements


"$NVO We are investing more than DKK [--] billion into expanding our API production capacity including the construction of a new [------] square metre multi-product API facility in Kalundborg Denmark With demand still growing we continued to expand our production network throughout [----] making significant investments in capital expenditure (CapEx) and acquisitions totalling more than DKK [---] billion 2024: CapEx and acquisitions to sales ratio 45%"  
[X Link](https://x.com/DhanLaxmiWealth/status/1887335855833919923)  2025-02-06T03:01Z [--] followers, [--] engagements


"$NVO Source: WSJ During an analyst call on Wednesday Novos U.S. head David Moore highlighted that only [---] million patients are currently being treated with obesity drug Wegovy out of [--] million people whose insurance would cover the drug. This points to an enormous untapped market Novo is now trading at around [--] times forward earnings. That is down from [--] times last summer but still higher than the NYSE Pharmaceutical Index at around [--] times Lilly is still valued at a lofty [--] times down from over [--] around six months ago signaling Wall Streets higher confidence in its pipeline"  
[X Link](https://x.com/DhanLaxmiWealth/status/1888025850253107517)  2025-02-08T00:43Z [--] followers, [--] engagements


"Heard on the Street: The obesity market is growing just fine with Eli Lilly and Novo Nordisk having assuaged investor concerns over near-term growth. Now the focus shifts back to their pipelines via @WSJ https://www.wsj.com/health/pharma/the-obesity-market-is-growing-just-fine-but-investors-want-to-know-whats-next-3425c30cst=wH8zfo https://www.wsj.com/health/pharma/the-obesity-market-is-growing-just-fine-but-investors-want-to-know-whats-next-3425c30cst=wH8zfo"  
[X Link](https://x.com/DhanLaxmiWealth/status/1888025851721142356)  2025-02-08T00:43Z [--] followers, [--] engagements


"$UBER Record demand in both Mobility and Delivery helped us grow Gross Bookings faster than the high end of our guidance and we closed out [----] exceeding our three-year outlook for Gross Bookings Adjusted EBITDA and free cash flow said Prashanth Mahendra-Rajah CFO. We believe we remain undervalued despite these strong fundamentals and plan to be active and opportunistic buyers of our stock"  
[X Link](https://x.com/DhanLaxmiWealth/status/1888593547449733155)  2025-02-09T14:19Z [--] followers, [--] engagements


"$UBER Fourth Quarter [----] Supporting earners: Drivers and couriers earned an aggregate $20.0 billion (including tips) during the quarter with earnings up 16% YoY or 22% on a constant currency basis"  
[X Link](https://x.com/DhanLaxmiWealth/status/1888593548947173634)  2025-02-09T14:19Z [--] followers, [--] engagements


"$JPM Current P/B : [----] 10Y Mean P/B : [---] https://www.gurufocus.com/stock/JPM/summary https://www.gurufocus.com/stock/JPM/summary"  
[X Link](https://x.com/DhanLaxmiWealth/status/1889123576860508582)  2025-02-11T01:25Z [--] followers, [--] engagements


"$NVR https://www.gurufocus.com/stock/NVR/valuation https://www.gurufocus.com/stock/NVR/valuation"  
[X Link](https://x.com/DhanLaxmiWealth/status/1892543444439994629)  2025-02-20T11:54Z [--] followers, [--] engagements


"$NVR We generally do not engage in land development. Instead we typically acquire finished building lots from various third party land developers pursuant to fixed price finished lot purchase agreements (LPAs) that require deposits that may be forfeited if we fail to perform under the LPAs. The deposits required under the LPAs are in the form of cash or letters of credit in varying amounts and typically range up to 10% of the aggregate purchase price of the finished lots. We generally seek to maintain control over a supply of lots believed to be suitable to meet our fiveyear business plan"  
[X Link](https://x.com/DhanLaxmiWealth/status/1893533900028178891)  2025-02-23T05:30Z [--] followers, [--] engagements


"Share Repurchases"  
[X Link](https://x.com/DhanLaxmiWealth/status/1893533901689147650)  2025-02-23T05:30Z [--] followers, [--] engagements


"During past [--] years $NVR under performed Dow Jones US Home Construction index"  
[X Link](https://x.com/DhanLaxmiWealth/status/1893533903832355260)  2025-02-23T05:30Z [--] followers, [--] engagements


"$DHI Guru Focus analysis reveals the strongest correlation between D.R. Horton Inc's stock price and Book Value per share with a coefficient of 84%. P/B Ratio Current: [----] 10Y Mean: [----] 10Y Low: [----] 10Y High: 2.89"  
[X Link](https://x.com/DhanLaxmiWealth/status/1894912432595693766)  2025-02-27T00:48Z [--] followers, [--] engagements


"Greenhaven Associates managed by Edgar Wachenheim 45% of the portfolio into $DHI $LEN $TOL $PHM"  
[X Link](https://x.com/DhanLaxmiWealth/status/1894926497648910465)  2025-02-27T01:44Z [--] followers, [--] engagements


"$DHI Is expected to return [---] - [---] billion dollars to share holders during [----] . It's Market cap is [-----] billion so they are going to return approximately 7.6% of their market cap in 2025"  
[X Link](https://x.com/DhanLaxmiWealth/status/1894942097905783204)  2025-02-27T02:46Z [--] followers, [--] engagements


"- Investment Grade Credit Rating - Paid dividend for [--] consecutive years - Q1 [----] dividend is 33% more compared to previous year quarter"  
[X Link](https://x.com/DhanLaxmiWealth/status/1894944415304593840)  2025-02-27T02:55Z [--] followers, [--] engagements


"$UBER From JP Morgan Research"  
[X Link](https://x.com/DhanLaxmiWealth/status/1894956710629920946)  2025-02-27T03:44Z [--] followers, [--] engagements


"The Plaintiff Consumer Financial Protection Bureau dismisses with prejudice this action against all Defendants a legal filing reads. We welcome the CFPBs decision to dismiss this action which we strongly disputed a Capital One spokesperson told Barrons in an email"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895169895710474614)  2025-02-27T17:51Z [--] followers, [--] engagements


"$AMAT In fiscal [----] Applied Materials technology leadership and strong execution drove record revenue and earnings per share marking our fifth consecutive year of growth. From these exceptional results we distributed $5 billion to shareholders through share repurchases and increased dividends"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895238222151909380)  2025-02-27T22:22Z [--] followers, [--] engagements


"2024 Net Income: [-----] billion Market Cap: [------] billion PE Ration : 17.7"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895238236605489361)  2025-02-27T22:23Z [--] followers, [--] engagements


"https://www.gurufocus.com/stock/AMAT/summary https://www.gurufocus.com/stock/AMAT/summary"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895238814874116293)  2025-02-27T22:25Z [--] followers, [--] engagements


"$AMAT https://www.gurufocus.com/stock/AMAT/forecast https://www.gurufocus.com/stock/AMAT/forecast"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895309856346943840)  2025-02-28T03:07Z [--] followers, [--] engagements


"$AMAT Applied Materials' equipment is responsible for creating transistors more than one thousand times smaller than a human hair and packing trillions of them into a 12-inch diameter wafer with minimal defects The combination of Applied Materials' large portfolio sticky customer relationships and immense ongoing investment gives us confidence in the durability of its competitive position and healthy profitability. We believe this will allow it to continue earning strong economic profits more likely than not for the next [--] years and results in a wide economic moat"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895314596803805458)  2025-02-28T03:26Z [---] followers, [--] engagements


"$V Digital Agent"  
[X Link](https://x.com/DhanLaxmiWealth/status/1895664360821051442)  2025-03-01T02:36Z [--] followers, [--] engagements


"$EFX https://www.dataroma.com/m/stock.phpsym=EFX https://www.dataroma.com/m/stock.phpsym=EFX"  
[X Link](https://x.com/DhanLaxmiWealth/status/1896736904428830742)  2025-03-04T01:38Z [--] followers, [--] engagements


"$COF https://www.gurufocus.com/stock/COF/forecast https://www.gurufocus.com/stock/COF/forecast"  
[X Link](https://x.com/DhanLaxmiWealth/status/1897845678245601549)  2025-03-07T03:04Z [--] followers, [--] engagements


"$GOOGL $GOOG Some notes from Morning Star Report We forecast robotaxis will grow from less than 1% of the ride-hailing market today to 50% by [----]. Currently Waymo is the only robotaxi provider but we see Tesla entering the market in the coming years. We forecast Tesla and Waymo will lead the robotaxi transition Google Search conducts auctions of the real estate on its main display page with advertisers bidding on specific keywords. The auction itself is conducted in the milliseconds between a user search and the resulting display of results Google Searchs dominance within the search market"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900724497629556797)  2025-03-15T01:43Z [--] followers, [---] engagements


"Is It Time to Buy the Magnificent Seven https://www.morningstar.com/markets/is-it-time-buy-magnificent-seven https://www.morningstar.com/markets/is-it-time-buy-magnificent-seven"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900724504566833266)  2025-03-15T01:43Z [--] followers, [--] engagements


"$NVDA $GOOG $GOOGL $META $TSLA $MSFT $AAPL"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900724506596978837)  2025-03-15T01:43Z [--] followers, [---] engagements


"Applied Materials Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend marking eight consecutive years of higher dividends. The increase results in a quarterly dividend of $0.46 per share payable on June [--] [----] to shareholders of record as of May [--] [----]. The Board also approved a new share repurchase authorization enabling Applied to buy back an additional $10 billion of its shares over time. This supplements the previous authorization which had approximately $7.6 billion remaining at the end of the first quarter of fiscal 2025."  
[X Link](https://x.com/DhanLaxmiWealth/status/1900743433318191461)  2025-03-15T02:58Z [--] followers, [--] engagements


"$AMZN Amazon might be the best of the bunch. The stock has slumped nearly 20% from its February record high to around $194 and is now trading for [--] times Evercore ISI internet analyst Mark Mahaneys [----] earnings estimatea figure based on generally accepted accounting principles or GAAP that includes the stock-based compensation that many other tech companies still exclude from their preferred earnings calculations. And Amazon is trading at its lowest price/earnings multiple ever he notes"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900928356343779496)  2025-03-15T15:13Z [--] followers, [--] engagements


"Those risks look reflected in Amazons stock. It trades at a discount to both Walmart which fetches [--] times [----] earnings and Costco Wholesale which goes for [--] times even though Amazon has higher projected profit growth than both. The company has over $100 billion in cashagainst about $50 billion in debt and could begin paying a dividend and repurchasing stock in the next year. Mahaney calls the Outperform-rated stock one of his top picks. His price target is $270 up 39% from Thursdays close"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900928358126387478)  2025-03-15T15:13Z [--] followers, [--] engagements


"$GOOGL $GOOG https://www.semrush.com/blog/google-search-statistics/ https://www.semrush.com/blog/google-search-statistics/"  
[X Link](https://x.com/DhanLaxmiWealth/status/1900930732194746512)  2025-03-15T15:22Z [--] followers, [--] engagements


"$DHI P/B Ratio 10Y Mean: [----] 10Y High: [----] 10Y Low: [----] Currently Trading at 1.61"  
[X Link](https://x.com/DhanLaxmiWealth/status/1901088987592188054)  2025-03-16T01:51Z [--] followers, [--] engagements


"$ASML The race is on to build the worlds most complex machine https://www.economist.com/science-and-technology/2025/03/12/the-race-is-on-to-build-the-worlds-most-complex-machine https://www.economist.com/science-and-technology/2025/03/12/the-race-is-on-to-build-the-worlds-most-complex-machine"  
[X Link](https://x.com/DhanLaxmiWealth/status/1901128712671601114)  2025-03-16T04:29Z [--] followers, [--] engagements


"$ASML $TSM $V $MA $FICO $MCO $SPGI Interview with Dev Kantesaria Has a very good discussion on AI and it's impact on unemployment and society https://www.youtube.com/watchv=IchsreKkNYc https://www.youtube.com/watchv=IchsreKkNYc"  
[X Link](https://x.com/DhanLaxmiWealth/status/1903293913101668784)  2025-03-22T03:53Z [--] followers, [---] engagements


"$ADBE Adobe is guiding $15.80 at the lower end for FY [----] Currently trading at $387.26 with PE multiple of 24.49"  
[X Link](https://x.com/DhanLaxmiWealth/status/1903598720928592207)  2025-03-23T00:04Z [--] followers, [--] engagements


"$JPM $AMZN $DHI $LEN From Barons"  
[X Link](https://x.com/DhanLaxmiWealth/status/1908670322615722491)  2025-04-05T23:57Z [--] followers, [--] engagements


"$GOOG From Morning Star As a reminder Alphabet's current adjusted price-to-forward earnings multiple of [--] is not only lower than its Big Tech peers but also materially lower than the long-term S&P [---] average of [--] further amplifying our argument that the stock remains materially undervalued"  
[X Link](https://x.com/DhanLaxmiWealth/status/1909739964008439987)  2025-04-08T22:47Z [--] followers, [---] engagements


"$JPM As the nations largest bank JPMorgan Chase seems like an unlikely pioneer in quantum computing. But it is forging ahead in the sector after announcing that it helped achieve a milestone by demonstrating a real-world application of a quantum computer. In a peer-reviewed paper published in the journal Nature last month researchers claimed they had achieved certified randomness. This came after researchers at JPMorgan Chase wrote an algorithm to generate random numbers which ran on a Quantinuum computer. Leading the charge for JPMorgan is Marco Pistoia the banks head of global technology"  
[X Link](https://x.com/DhanLaxmiWealth/status/1909752169403756843)  2025-04-08T23:36Z [--] followers, [--] engagements


"$ASML Tariffs Wont Stop Companies Buying ASMLs MachinesHeard on the Street via @wsj https://www.wsj.com/livecoverage/stock-market-tariffs-trade-war-04-04-2025/card/tariffs-won-t-stop-companies-buying-asml-s-machines-heard-on-the-street-kf5BvzzFhqKaFNEfnwTm https://www.wsj.com/livecoverage/stock-market-tariffs-trade-war-04-04-2025/card/tariffs-won-t-stop-companies-buying-asml-s-machines-heard-on-the-street-kf5BvzzFhqKaFNEfnwTm"  
[X Link](https://x.com/DhanLaxmiWealth/status/1910502710278828502)  2025-04-11T01:18Z [--] followers, [--] engagements


"$ASML https://www.gurufocus.com/stock/ASML/forecast https://www.gurufocus.com/stock/ASML/forecast"  
[X Link](https://x.com/DhanLaxmiWealth/status/1910506464931627310)  2025-04-11T01:33Z [--] followers, [--] engagements


"$LVMUY https://www.gurufocus.com/stock/LVMUY/valuation https://www.gurufocus.com/stock/LVMUY/valuation"  
[X Link](https://x.com/DhanLaxmiWealth/status/1912352285524373711)  2025-04-16T03:48Z [---] followers, [--] engagements


"https://www.gurufocus.com/stock/LVMUY/report https://www.gurufocus.com/stock/LVMUY/report"  
[X Link](https://x.com/DhanLaxmiWealth/status/1912352287877460136)  2025-04-16T03:48Z [--] followers, [--] engagements


"$ASML ASML is buying back their shares almost daily "  
[X Link](https://x.com/DhanLaxmiWealth/status/1912639480424439857)  2025-04-16T22:49Z [--] followers, [--] engagements


"$NVO From Barons"  
[X Link](https://x.com/DhanLaxmiWealth/status/1912709819963756853)  2025-04-17T03:28Z [--] followers, [---] engagements


"$JPM On a daily basis we move over $10 trillion in 120+ currencies and more than [---] countries as well as safeguard over $35 trillion in assets. After we purchased and effectively fully integrated First Republic Bank that bank failure disappeared as a negative issue for the U.S. economy. In addition to bringing much-needed stability to the U.S. banking system we were able to give a new secure home to approximately half a million First Republic customers"  
[X Link](https://x.com/DhanLaxmiWealth/status/1912725278683504655)  2025-04-17T04:30Z [--] followers, [--] engagements


"For example whether looking back [--] years or even further to [----] when the JPMorgan Chase/Bank One merger took place we have outperformed the Standard & Poors [---] Index and the Standard & Poors Financials Index"  
[X Link](https://x.com/DhanLaxmiWealth/status/1912725279895658983)  2025-04-17T04:30Z [--] followers, [--] engagements


"$BRK Warren Buffett: Dont Underestimate The Role of Luck In My Investing Career https://acquirersmultiple.com/2024/05/warren-buffett-dont-underestimate-the-role-of-luck-in-my-investing-career https://acquirersmultiple.com/2024/05/warren-buffett-dont-underestimate-the-role-of-luck-in-my-investing-career"  
[X Link](https://x.com/DhanLaxmiWealth/status/1918847714156020213)  2025-05-04T01:58Z [--] followers, [--] engagements


"But despite the dropand the enormous $348 billion cash pile Berkshire has to deployBuffett downplayed the idea that the volatility represented a unique opportunity. This has not been a dramatic bear market or anything of the sort he said. Buffett and Abel acknowledged that the company considered an investment of $10 billion in a company that Buffett declined to name but Buffett ultimately decided not to pull the trigger"  
[X Link](https://x.com/DhanLaxmiWealth/status/1918853499619598757)  2025-05-04T02:21Z [--] followers, [--] engagements


"Abel said his first priority would be maintaining Berkshires reputation and a fortress of a balance sheet which not only gives Berkshire the dry powder to make big acquisitions but protects it during downturns. He also said hed continue to let the companies Berkshire owns operate autonomously"  
[X Link](https://x.com/DhanLaxmiWealth/status/1918853592288563648)  2025-05-04T02:22Z [--] followers, [--] engagements


"Buffett noted that [-----] shareholders attended the shareholder shopping event Friday up from [-----] last year and that Berkshire units had record sales"  
[X Link](https://x.com/DhanLaxmiWealth/status/1918858268362821763)  2025-05-04T02:40Z [--] followers, [--] engagements


"Investors started lining up at [--] p.m. Friday night outside the CHI Health Center to get the best seats at Berkshire Hathaways annual meeting. Doors opened at [--] a.m. local time. Two Berkshire investors from China were at the head of the line and brought along a sleeping bag. Some investors paid people to hold their spots on line with an Australian company reportedly offering that service to Berkshire holders"  
[X Link](https://x.com/DhanLaxmiWealth/status/1918858327896797247)  2025-05-04T02:40Z [--] followers, [--] engagements


"Buffett: "Incidentally if Berkshire Hathaway had paid just 1% in investment management fees last year it would have cost $8B for something we didnt really need help with. Investment management is a very good game because you charge fees whether you perform well or not and even more if you do perform well. Its a well-designed business for those who practice it""  
[X Link](https://x.com/DhanLaxmiWealth/status/1918858446813769807)  2025-05-04T02:41Z [--] followers, [--] engagements


"$UNH Open Market Insider Buys https://www.dataroma.com/m/stock.phpsym=UNH https://www.dataroma.com/m/stock.phpsym=UNH"  
[X Link](https://x.com/DhanLaxmiWealth/status/1923577400593433069)  2025-05-17T03:12Z [--] followers, [---] engagements


"UnitedHealth Stock Rises Again. Left-for-Dead Shares Arent Dead Yet. via @BarronsOnline https://www.barrons.com/articles/unh-united-healthcare-stock-price-news-5c17bd98 https://www.barrons.com/articles/unh-united-healthcare-stock-price-news-5c17bd98"  
[X Link](https://x.com/DhanLaxmiWealth/status/1924818177382351294)  2025-05-20T13:23Z [--] followers, [--] engagements


"$ASML From Morningstar"  
[X Link](https://x.com/DhanLaxmiWealth/status/1924937610545287311)  2025-05-20T21:17Z [--] followers, [---] engagements


"$ASML Buybacks"  
[X Link](https://x.com/DhanLaxmiWealth/status/1925385367470895519)  2025-05-22T02:56Z [--] followers, [--] engagements


"$ASML JPM Dec [----] Price Target"  
[X Link](https://x.com/DhanLaxmiWealth/status/1925385371744895275)  2025-05-22T02:56Z [--] followers, [--] engagements


"$UNH Large-Cap Value Funds Are Betting on a Recovery for UnitedHealth Group https://www.morningstar.com/funds/large-cap-value-funds-are-betting-recovery-unitedhealth-group https://www.morningstar.com/funds/large-cap-value-funds-are-betting-recovery-unitedhealth-group"  
[X Link](https://x.com/DhanLaxmiWealth/status/1925929926646972773)  2025-05-23T15:00Z [--] followers, [---] engagements


"$EL From Morningstar"  
[X Link](https://x.com/DhanLaxmiWealth/status/1926122744438997377)  2025-05-24T03:47Z [--] followers, [--] engagements


"We also executed five new or expanded Mobility AV partnerships within just the last week bringing our total to [--] AV partners globally. In the US we are partnering with Volkswagen to deploy their fully autonomous vehicles on Uber with testing set to begin in Los Angeles later this year. We expect a similar timeline for deployment with Avride in Dallas as well as our new partner May Mobility in Arlington Texas"  
[X Link](https://x.com/DhanLaxmiWealth/status/1927921603238560105)  2025-05-29T02:55Z [--] followers, [--] engagements


"$UBER Uber Stock Research Plan generated by Gemini https://g.co/gemini/share/711174f7a4a4 https://g.co/gemini/share/711174f7a4a4"  
[X Link](https://x.com/DhanLaxmiWealth/status/1928899781511815656)  2025-05-31T19:41Z [--] followers, [--] engagements


"$UBER platform control can be more valuable than asset ownership"  
[X Link](https://x.com/DhanLaxmiWealth/status/1928909209531220435)  2025-05-31T20:19Z [--] followers, [--] engagements


"Uber garnered nearly [------] mentions substantially more than Bolt's [-----] and Lyft's [-----]. Its total online reach approached [---] billion people far exceeding Bolt's [---] million and Lyft's [--] million"  
[X Link](https://x.com/DhanLaxmiWealth/status/1928909210743349648)  2025-05-31T20:19Z [--] followers, [--] engagements


"$LVMH $LVMUY"  
[X Link](https://x.com/DhanLaxmiWealth/status/1931438522931597419)  2025-06-07T19:50Z [---] followers, [---] engagements


"Heard on the Street: Luxury brands that raised prices the most during the pandemic are now reporting disappointing numbers via @WSJ https://www.wsj.com/business/retail/designer-price-hikes-lvmh-chanel-58b8a941st=6czy6s https://www.wsj.com/business/retail/designer-price-hikes-lvmh-chanel-58b8a941st=6czy6s"  
[X Link](https://x.com/DhanLaxmiWealth/status/1931438524919673090)  2025-06-07T19:50Z [--] followers, [--] engagements


"$LVMUY $LVMH $LVMHF https://www.insiderscreener.com/en/company/lvmh-moet-hennessy-louis-vuitton-se https://www.insiderscreener.com/en/company/lvmh-moet-hennessy-louis-vuitton-se"  
[X Link](https://x.com/DhanLaxmiWealth/status/1932640504841150482)  2025-06-11T03:26Z [---] followers, [---] engagements


"$LVMUY $LVMH $LVMHF 10-year Free Cash Flow CAGR for LVMH (LVMUY/PAR:MC) is approximately 17% FCF Yield 5.37% So we can expect around 22% CAGR going forward"  
[X Link](https://x.com/DhanLaxmiWealth/status/1932640509895254252)  2025-06-11T03:26Z [---] followers, [---] engagements

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