#  @FNBuitenhuis88 Nick Buitenhuis Nick Buitenhuis posts on X about $csu, $bn, ai, $fico the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1955709847430639618/interactions)  - [--] Week [------] +398% - [--] Month [-------] -57% ### Mentions: [--] [#](/creator/twitter::1955709847430639618/posts_active)  ### Followers: [--] [#](/creator/twitter::1955709847430639618/followers)  - [--] Month [--] +32% ### CreatorRank: undefined [#](/creator/twitter::1955709847430639618/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) **Social topic influence** [$csu](/topic/$csu), [$bn](/topic/$bn), [ai](/topic/ai), [$fico](/topic/$fico), [constellation](/topic/constellation), [business](/topic/business), [share](/topic/share), [$toiv](/topic/$toiv), [$axon](/topic/$axon), [has been](/topic/has-been) **Top accounts mentioned or mentioned by** [@mplycap](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@michaelgielkens](/creator/undefined) [@theraymyers](/creator/undefined) [@renesellmann](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@ashton1nvests](/creator/undefined) [@muzzlebuster](/creator/undefined) [@dutchinvestors](/creator/undefined) [@qualityequities](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intuit Inc. (INTU)](/topic/$intu) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Bancor (BNT)](/topic/$bnt) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) ### Top Social Posts Top posts by engagements in the last [--] hours "@MichaelGielkens And what do you think of the argument for owning 4-6 very good companies instead of 15-20 I always struggle with adding "another good company" to my portfolio. For a long time I was struggling to add TDG or HEICO. I didnt want to add both to make my portfolio too diversified" [X Link](https://x.com/FNBuitenhuis88/status/1960638261933531565) 2025-08-27T09:39Z [--] followers, [---] engagements "@TheRayMyers How about $FICO" [X Link](https://x.com/FNBuitenhuis88/status/1966192115161161999) 2025-09-11T17:28Z [--] followers, [--] engagements "@MichaelGielkens If you had to decide between HEICO and TDG which would you choose Or do you believe both could have a place in a portfolio" [X Link](https://x.com/FNBuitenhuis88/status/1966752121774080430) 2025-09-13T06:33Z [--] followers, [---] engagements "@MichaelGielkens I saw the mail yesterday with the deep dive on HEICO. Its on the top of my to do list for this weekend ps: its always a pleasure receiving the newsletter from Tresor ππ»" [X Link](https://x.com/FNBuitenhuis88/status/1966768824096530486) 2025-09-13T07:40Z [--] followers, [--] engagements "@ReneSellmann $AXON [--] consecutive quarters of revenue growth exceeding 25% YoY" [X Link](https://x.com/FNBuitenhuis88/status/1978187515514196223) 2025-10-14T19:53Z [--] followers, [---] engagements "@mply_cap Missing $AXON" [X Link](https://x.com/FNBuitenhuis88/status/1978917335797842057) 2025-10-16T20:13Z [--] followers, [---] engagements "@mply_cap My honest opinion: it depends on your horizon. The valuation is very high but $AXON always produces great quarterly figures and I think they'll only get better in the future. They still have a huge TAM to explore" [X Link](https://x.com/FNBuitenhuis88/status/1979048743124001115) 2025-10-17T04:56Z [--] followers, [--] engagements "Constellation Software $CSU: record revenue record FCF record FCF per share. The share price: 40%. Who needs fundamentals when youve got panic and sentiment" [X Link](https://x.com/FNBuitenhuis88/status/1995505850019176551) 2025-12-01T14:50Z [--] followers, [----] engagements "@joecarlsonshow [--]. $NVDA [--]. $GOOGL [--]. $BN" [X Link](https://x.com/FNBuitenhuis88/status/1996286205458370825) 2025-12-03T18:31Z [--] followers, [---] engagements "@mply_cap How tempting was it to not just buy more $BN π" [X Link](https://x.com/FNBuitenhuis88/status/1996830990258622842) 2025-12-05T06:36Z [--] followers, [---] engagements "Listen to the podcast then look at Constellation Software investors might panic but the fundamentals couldnt care less "Its not like someone is switching out their entire software their business runs because they seen an instagram ad Long $CSU https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804 https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804" [X Link](https://x.com/anyuser/status/1996885267358405017) 2025-12-05T10:12Z [--] followers, [---] engagements "@Ashton_1nvests High hopes for $BN π«Ά" [X Link](https://x.com/FNBuitenhuis88/status/2003930698848379319) 2025-12-24T20:48Z [--] followers, [--] engagements "The definition of a toll booth business: massive growth with 88% operating margins. $FICO is in a league of its own "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF" [X Link](https://x.com/anyuser/status/2006276367034245122) 2025-12-31T08:08Z [--] followers, [---] engagements "Long $BN Every time I re-read about $BN I want to own more. It's projecting: - $53B of total cash generated over the next [--] years - $13B of annual cash flow by [----] And it's trading for a $115B market cap today. https://t.co/RKYl1PbJ6P Every time I re-read about $BN I want to own more. It's projecting: - $53B of total cash generated over the next [--] years - $13B of annual cash flow by [----] And it's trading for a $115B market cap today. https://t.co/RKYl1PbJ6P" [X Link](https://x.com/FNBuitenhuis88/status/2007558813361246210) 2026-01-03T21:04Z [--] followers, [--] engagements "@mply_cap Long $TDG" [X Link](https://x.com/FNBuitenhuis88/status/2009185447306776985) 2026-01-08T08:48Z [--] followers, [---] engagements "Why FICO still dominates despite the competition One word: Securitization. The secondary market doesn't care if a newer score is "smarter." They care that FICO has been stress-tested across every economic cycle since the 80s. Uncertainty = Risk Premium. Long $FICO Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate Thoughts on VantageScore Competition A $FICO score is not a" [X Link](https://x.com/anyuser/status/2009340594615930906) 2026-01-08T19:05Z [--] followers, [---] engagements "@Muzzlebuster How does GE compares to TDG in your opinion" [X Link](https://x.com/FNBuitenhuis88/status/2009347179564200043) 2026-01-08T19:31Z [--] followers, [--] engagements "Do you own $AXON already This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy" [X Link](https://x.com/anyuser/status/2010457619115421730) 2026-01-11T21:03Z [--] followers, [--] engagements "Seeing a massive disconnect between share prices and underlying business performance right now. If the fundamentals are still intact (and they are) a sell-off is just a gift for long-term holders. Adding more here. ππ₯ $CSU $TOI Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM https://t.co/jSh5Bmz5ng Software stocks continue to get absolutely creamed. I think proving that AI is" [X Link](https://x.com/anyuser/status/2011532338619171132) 2026-01-14T20:14Z [--] followers, [---] engagements "@Mindset4Money_X What is the maximum exposure your risk profile allows" [X Link](https://x.com/FNBuitenhuis88/status/2011836437591704013) 2026-01-15T16:22Z [--] followers, [---] engagements "@mply_cap How about a serial acquirer $CSU $TOI $TVK $CHG.DE" [X Link](https://x.com/FNBuitenhuis88/status/2007726292867919935) 2026-01-04T08:10Z [--] followers, [---] engagements "Long Brookfield Corp $BN 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows" [X Link](https://x.com/FNBuitenhuis88/status/2007823701983805649) 2026-01-04T14:37Z [--] followers, [--] engagements "The VMS Moat is AI-Resistant π‘ Code is becoming a commodity but context is king. AI cant replicate [--] years of vertical domain expertise proprietary data and deep-rooted customer trust. In niche software the "boring" stuff is the ultimate winner. $CSU.TO $TOI.V The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V https://t.co/dW34BeMkR4 The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least" [X Link](https://x.com/anyuser/status/2016936860535103561) 2026-01-29T18:09Z [--] followers, [---] engagements "$FICO was is and will be the standard for years $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt" [X Link](https://x.com/anyuser/status/2017134136016687475) 2026-01-30T07:13Z [--] followers, [---] engagements "Are you buying $TDG $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr" [X Link](https://x.com/anyuser/status/2021125980203499648) 2026-02-10T07:35Z [--] followers, [---] engagements "Great Great piece on AI en daily life Absolutely worth 10min of your time. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/FNBuitenhuis88/status/2021602371743236581) 2026-02-11T15:08Z [--] followers, [--] engagements "@DutchInvestors Het maakt niet uit hoeveel logica we tegen de stelling aangooien. Als de markt een standpunt inneemt (AI gaat VMS disrupten). Dan blijft de markt ongelijk handelen op de fundamentals. Uiteindelijk zal dit recht trekken maar dit kan jaren duren. Hoelang gaat adobe al onderuit" [X Link](https://x.com/FNBuitenhuis88/status/2021866381919113574) 2026-02-12T08:38Z [--] followers, [---] engagements "@Mindset4Money_X So Adobe is being mispriced since [----]. Thats [--] years How long are you willing to hold on to that stock #oppertunitycosts" [X Link](https://x.com/FNBuitenhuis88/status/2021866720496107980) 2026-02-12T08:39Z [--] followers, [---] engagements "Can you say $BN $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb" [X Link](https://x.com/FNBuitenhuis88/status/2021982046944628872) 2026-02-12T16:17Z [--] followers, [--] engagements "@Mindset4Money_X $BN every day of the week and twice on Sunday π«Ά" [X Link](https://x.com/FNBuitenhuis88/status/2022026896507351064) 2026-02-12T19:15Z [--] followers, [---] engagements "What if Constellation $CSU can now pick up these companies due to the large SaaS sell-off The very thing suppressing the sector is what actually revives their playbook now If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times https://t.co/01iRKmyN1f If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their" [X Link](https://x.com/anyuser/status/2022194274729963750) 2026-02-13T06:21Z [--] followers, [---] engagements "@Mindset4Money_X You should check out $FIX π€«" [X Link](https://x.com/FNBuitenhuis88/status/2022332714167513518) 2026-02-13T15:31Z [--] followers, [--] engagements "What if Constellation $CSU can now pick up these companies due to the large SaaS sell-off The very thing suppressing the sector is what actually revives their playbook now If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times https://t.co/01iRKmyN1f If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their" [X Link](https://x.com/anyuser/status/2022194274729963750) 2026-02-13T06:21Z [--] followers, [---] engagements "If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times Americas' Fastest-Growing Companies of [----]. - In [----] its revenue was 3.7m and it compounded at a rate of 74.2% from 2020-2023 π― - Suplos Revenue today* is 7m and they're likely growing at 20%+ If $CSU is having trouble deploying cash perhaps aiming for saas companies that can achieve more organic growth is one way to" [X Link](https://x.com/anyuser/status/2022060646221697080) 2026-02-12T21:30Z [----] followers, 18.2K engagements "Can you say $BN $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb" [X Link](https://x.com/FNBuitenhuis88/status/2021982046944628872) 2026-02-12T16:17Z [--] followers, [--] engagements "$BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68" [X Link](https://x.com/anyuser/status/2021928775663943787) 2026-02-12T12:46Z 13.9K followers, 20.2K engagements "Are you buying $TDG $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr" [X Link](https://x.com/anyuser/status/2021125980203499648) 2026-02-10T07:35Z [--] followers, [---] engagements "$TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa" [X Link](https://x.com/anyuser/status/2021001641709928815) 2026-02-09T23:21Z [----] followers, 20.7K engagements "Het is weer tijd voor de maandelijkse poll en wat een moment om deze vraag te stellenπ Hoe staat jouw rendement ervoor YTD (2026) (repost voor meer bereik wordt gewaardeerd) π’ 0% π 0% - 10% π₯³ 20%+ π 10% - 20% π’ 0% π 0% - 10% π₯³ 20%+ π 10% - 20%" [X Link](https://x.com/anyuser/status/2019712450460062167) 2026-02-06T09:59Z [----] followers, [----] engagements "Why is the thesis that it would hurt the business more than that it would benefit it $CSU $TOI.V $TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) https://t.co/xoeKGg50yu $TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) https://t.co/xoeKGg50yu" [X Link](https://x.com/anyuser/status/2017294801494782310) 2026-01-30T17:52Z [--] followers, [---] engagements "$TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) What I see is that vertical market solutions for instance in education have no problem integrating AI solutions in different areas I dont see this as a threat. Its more that they have to do it and it enhances the proposition. $TOI.V $CSU.TO $CSU What I see is that vertical market solutions for instance in education have no problem integrating AI solutions in different areas I dont see this as a threat. Its more that they have to do it and it enhances the proposition. $TOI.V $CSU.TO $CSU" [X Link](https://x.com/anyuser/status/2017248698820866249) 2026-01-30T14:49Z [----] followers, 14.9K engagements "$FICO was is and will be the standard for years $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt" [X Link](https://x.com/anyuser/status/2017134136016687475) 2026-01-30T07:13Z [--] followers, [---] engagements "$FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ" [X Link](https://x.com/anyuser/status/2016977168929075676) 2026-01-29T20:50Z [---] followers, [----] engagements "The VMS Moat is AI-Resistant π‘ Code is becoming a commodity but context is king. AI cant replicate [--] years of vertical domain expertise proprietary data and deep-rooted customer trust. In niche software the "boring" stuff is the ultimate winner. $CSU.TO $TOI.V The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V https://t.co/dW34BeMkR4 The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least" [X Link](https://x.com/anyuser/status/2016936860535103561) 2026-01-29T18:09Z [--] followers, [---] engagements "The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V" [X Link](https://x.com/anyuser/status/2016913929348247842) 2026-01-29T16:38Z [---] followers, [----] engagements "Will AI disrupt or empower Topicus makes a strong case for the latter. Their shift toward 'Systems of Action' highlights how AI can turn decades of knowledge into real-time value. Very interesting perspective on the new reality of AI. $TOI.V Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://t.co/tnD5cXP9IN Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://t.co/tnD5cXP9IN" [X Link](https://x.com/anyuser/status/2016158150425022789) 2026-01-27T14:35Z [--] followers, [---] engagements "Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://topicus.nl/nieuws-en-kennis/van-systems-of-record-naar-systems-of-action-de-nieuwe-realiteit-van-ai https://topicus.nl/nieuws-en-kennis/van-systems-of-record-naar-systems-of-action-de-nieuwe-realiteit-van-ai" [X Link](https://x.com/anyuser/status/2015919814003364179) 2026-01-26T22:48Z [----] followers, 31.9K engagements "ππ Nuff said I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown. I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown" [X Link](https://x.com/anyuser/status/2014083718579675542) 2026-01-21T21:12Z [--] followers, [----] engagements "I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown. That threat didn't get more material in the last few months as the stock sold off another 20%. I don't really even want to reiterate a case for them because everything that needs to be said has been said. So instead I'll just say in Munger fashion. I have nothing to add" [X Link](https://x.com/anyuser/status/2014046516156174841) 2026-01-21T18:44Z 11K followers, 27.5K engagements "Answer me this one $CSU I wonder if Seattle employees or a one man vibe coding team has replaced this yet π I wonder if Seattle employees or a one man vibe coding team has replaced this yet π" [X Link](https://x.com/anyuser/status/2013627348285886925) 2026-01-20T14:59Z [--] followers, [---] engagements "I wonder if Seattle employees or a one man vibe coding team has replaced this yet π Amazing. As of [----] SEATTLE CITY ATTORNEYS OFFICE was still using Constellation Justice Systems (renamed now) software from [----] And has been trying to replace it for [--] yrs Is VMS sticky or what πΏ $CSU.TO look at those icons haha. More to come from the 90s soon. π https://t.co/XgNV8dtVsM Amazing. As of [----] SEATTLE CITY ATTORNEYS OFFICE was still using Constellation Justice Systems (renamed now) software from [----] And has been trying to replace it for [--] yrs Is VMS sticky or what πΏ $CSU.TO look at those" [X Link](https://x.com/anyuser/status/2013286084885492119) 2026-01-19T16:23Z [----] followers, [----] engagements "Seeing a massive disconnect between share prices and underlying business performance right now. If the fundamentals are still intact (and they are) a sell-off is just a gift for long-term holders. Adding more here. ππ₯ $CSU $TOI Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM https://t.co/jSh5Bmz5ng Software stocks continue to get absolutely creamed. I think proving that AI is" [X Link](https://x.com/anyuser/status/2011532338619171132) 2026-01-14T20:14Z [--] followers, [---] engagements "Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM" [X Link](https://x.com/anyuser/status/2011523969615347913) 2026-01-14T19:41Z 15.8K followers, 28.4K engagements "Do you own $AXON already This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy" [X Link](https://x.com/anyuser/status/2010457619115421730) 2026-01-11T21:03Z [--] followers, [--] engagements "This chart is a good reason to become interested in $AXON" [X Link](https://x.com/anyuser/status/2003602150522519574) 2025-12-23T23:02Z [----] followers, [----] engagements "Why FICO still dominates despite the competition One word: Securitization. The secondary market doesn't care if a newer score is "smarter." They care that FICO has been stress-tested across every economic cycle since the 80s. Uncertainty = Risk Premium. Long $FICO Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate Thoughts on VantageScore Competition A $FICO score is not a" [X Link](https://x.com/anyuser/status/2009340594615930906) 2026-01-08T19:05Z [--] followers, [---] engagements "Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate based on Down Payment LTV Collateral etc. These pricing grids are explicitly calibrated to FICO's probability of default over 30+ years. Competitors use different inputs and weightings. You cannot just plug a different variable into an equation built for FICO without invalidating the risk model. This creates a "Securitization" [X Link](https://x.com/anyuser/status/2009310325372264555) 2026-01-08T17:04Z [----] followers, [----] engagements "Long Brookfield Corp $BN 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows" [X Link](https://x.com/FNBuitenhuis88/status/2007823701983805649) 2026-01-04T14:37Z [--] followers, [--] engagements "1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within the system particularly between Brookfield Asset Management Ltd $BAM Brookfield Wealth Solutions Ltd $BNT and Brookfield Corporation $BN. π§΅π" [X Link](https://x.com/anyuser/status/2007447009444184202) 2026-01-03T13:40Z [----] followers, 28.9K engagements "The definition of a toll booth business: massive growth with 88% operating margins. $FICO is in a league of its own "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF" [X Link](https://x.com/anyuser/status/2006276367034245122) 2025-12-31T08:08Z [--] followers, [---] engagements ""As far back as I can remember I always wanted to own a monopoly with pricing power."" [X Link](https://x.com/anyuser/status/2006165243534225496) 2025-12-31T00:47Z [----] followers, 13.3K engagements "Big Tech thought they could escape NVIDIA's grip with in-house chips. Then Jensen dropped a $20B Christmas bomb. NVIDIA just bought the 'fast lane' and left everyone else in the dust. ππ¨ $NVDA Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times. Today $NVDA announced the acquisition of Groq a maker of low-latency chips optimized for inference. This proves that inference is a different animal than training and GPUs https://t.co/YtwRMNVmaO Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times." [X Link](https://x.com/anyuser/status/2004157008401031262) 2025-12-25T11:47Z [--] followers, [---] engagements "Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times. Today $NVDA announced the acquisition of Groq a maker of low-latency chips optimized for inference. This proves that inference is a different animal than training and GPUs aren't the perfect fit for inference workloads. It also validates the investment case for ASICs and is extremely bullish for $MRVL and $AVGO. https://twitter.com/i/web/status/2003961704833544615 https://twitter.com/i/web/status/2003961704833544615" [X Link](https://x.com/anyuser/status/2003961704833544615) 2025-12-24T22:51Z 114.9K followers, 207.7K engagements "RT @qualityequities: Compounding machine $BN" [X Link](https://x.com/anyuser/status/2003782654932779463) 2025-12-24T10:59Z [--] followers, [--] engagements "Compounding machine $BN A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN https://t.co/dSkh7EvYvk A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN https://t.co/dSkh7EvYvk" [X Link](https://x.com/anyuser/status/2003650364369944730) 2025-12-24T02:14Z [----] followers, [----] engagements "A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN" [X Link](https://x.com/anyuser/status/2003578865491304697) 2025-12-23T21:30Z 24.2K followers, 42K engagements "What got me interested in $BN was Brookfield Wealth Solutions. This is not just an insurance arm. This is where the cheap capital goes. With the Just Group acquisition in the UK earlier this year and massive annuity inflows they are ingesting billions in pension savings. The cost of funds are 4.0%. That is their perceived borrowing rate. A normal insurer takes that cash and buys a low-yield treasury. Brookfield hands that cash over to Oaktree (who they fully acquired recently). Oaktree doesn't buy bonds. They originate senior secured private credit with a yield of 9.0%. Where does that 9%" [X Link](https://x.com/anyuser/status/2002590796093022221) 2025-12-21T04:03Z [----] followers, 14.9K engagements "Listen to the podcast then look at Constellation Software investors might panic but the fundamentals couldnt care less "Its not like someone is switching out their entire software their business runs because they seen an instagram ad Long $CSU https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804 https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804" [X Link](https://x.com/anyuser/status/1996885267358405017) 2025-12-05T10:12Z [--] followers, [---] engagements "IMPRESSIVE: Quarter after quarter $CRWD keeps stacking ARR and RPO. In 3Q ARR reached $4.92B in annual subscriptions and RPO hit $7.90B in contracted future revenue" [X Link](https://x.com/anyuser/status/1996098769268379979) 2025-12-03T06:06Z 12.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FNBuitenhuis88 Nick BuitenhuisNick Buitenhuis posts on X about $csu, $bn, ai, $fico the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance technology brands social networks cryptocurrencies fashion brands
Social topic influence $csu, $bn, ai, $fico, constellation, business, share, $toiv, $axon, has been
Top accounts mentioned or mentioned by @mplycap @mindset4moneyx @michaelgielkens @theraymyers @renesellmann @joecarlsonshow @ashton1nvests @muzzlebuster @dutchinvestors @qualityequities
Top assets mentioned Brookfield Corporation (BN) Fair Isaac, Corp. (FICO) Axon Enterprise, Inc. (AXON) TransDigm Group, Inc. (TDG) NVIDIA Corp. (NVDA) Intuit Inc. (INTU) Salesforce Inc (CRM) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Comfort Systems USA, Inc. (FIX) Brookfield Asset Management Inc (BAM) Bancor (BNT) Crowdstrike Holdings Inc (CRWD)
Top posts by engagements in the last [--] hours
"@MichaelGielkens And what do you think of the argument for owning 4-6 very good companies instead of 15-20 I always struggle with adding "another good company" to my portfolio. For a long time I was struggling to add TDG or HEICO. I didnt want to add both to make my portfolio too diversified"
X Link 2025-08-27T09:39Z [--] followers, [---] engagements
"@TheRayMyers How about $FICO"
X Link 2025-09-11T17:28Z [--] followers, [--] engagements
"@MichaelGielkens If you had to decide between HEICO and TDG which would you choose Or do you believe both could have a place in a portfolio"
X Link 2025-09-13T06:33Z [--] followers, [---] engagements
"@MichaelGielkens I saw the mail yesterday with the deep dive on HEICO. Its on the top of my to do list for this weekend ps: its always a pleasure receiving the newsletter from Tresor ππ»"
X Link 2025-09-13T07:40Z [--] followers, [--] engagements
"@ReneSellmann $AXON [--] consecutive quarters of revenue growth exceeding 25% YoY"
X Link 2025-10-14T19:53Z [--] followers, [---] engagements
"@mply_cap Missing $AXON"
X Link 2025-10-16T20:13Z [--] followers, [---] engagements
"@mply_cap My honest opinion: it depends on your horizon. The valuation is very high but $AXON always produces great quarterly figures and I think they'll only get better in the future. They still have a huge TAM to explore"
X Link 2025-10-17T04:56Z [--] followers, [--] engagements
"Constellation Software $CSU: record revenue record FCF record FCF per share. The share price: 40%. Who needs fundamentals when youve got panic and sentiment"
X Link 2025-12-01T14:50Z [--] followers, [----] engagements
"@joecarlsonshow [--]. $NVDA [--]. $GOOGL [--]. $BN"
X Link 2025-12-03T18:31Z [--] followers, [---] engagements
"@mply_cap How tempting was it to not just buy more $BN π"
X Link 2025-12-05T06:36Z [--] followers, [---] engagements
"Listen to the podcast then look at Constellation Software investors might panic but the fundamentals couldnt care less "Its not like someone is switching out their entire software their business runs because they seen an instagram ad Long $CSU https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804 https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804"
X Link 2025-12-05T10:12Z [--] followers, [---] engagements
"@Ashton_1nvests High hopes for $BN π«Ά"
X Link 2025-12-24T20:48Z [--] followers, [--] engagements
"The definition of a toll booth business: massive growth with 88% operating margins. $FICO is in a league of its own "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF"
X Link 2025-12-31T08:08Z [--] followers, [---] engagements
"Long $BN Every time I re-read about $BN I want to own more. It's projecting: - $53B of total cash generated over the next [--] years - $13B of annual cash flow by [----] And it's trading for a $115B market cap today. https://t.co/RKYl1PbJ6P Every time I re-read about $BN I want to own more. It's projecting: - $53B of total cash generated over the next [--] years - $13B of annual cash flow by [----] And it's trading for a $115B market cap today. https://t.co/RKYl1PbJ6P"
X Link 2026-01-03T21:04Z [--] followers, [--] engagements
"@mply_cap Long $TDG"
X Link 2026-01-08T08:48Z [--] followers, [---] engagements
"Why FICO still dominates despite the competition One word: Securitization. The secondary market doesn't care if a newer score is "smarter." They care that FICO has been stress-tested across every economic cycle since the 80s. Uncertainty = Risk Premium. Long $FICO Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate Thoughts on VantageScore Competition A $FICO score is not a"
X Link 2026-01-08T19:05Z [--] followers, [---] engagements
"@Muzzlebuster How does GE compares to TDG in your opinion"
X Link 2026-01-08T19:31Z [--] followers, [--] engagements
"Do you own $AXON already This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy"
X Link 2026-01-11T21:03Z [--] followers, [--] engagements
"Seeing a massive disconnect between share prices and underlying business performance right now. If the fundamentals are still intact (and they are) a sell-off is just a gift for long-term holders. Adding more here. ππ₯ $CSU $TOI Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM https://t.co/jSh5Bmz5ng Software stocks continue to get absolutely creamed. I think proving that AI is"
X Link 2026-01-14T20:14Z [--] followers, [---] engagements
"@Mindset4Money_X What is the maximum exposure your risk profile allows"
X Link 2026-01-15T16:22Z [--] followers, [---] engagements
"@mply_cap How about a serial acquirer $CSU $TOI $TVK $CHG.DE"
X Link 2026-01-04T08:10Z [--] followers, [---] engagements
"Long Brookfield Corp $BN 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows"
X Link 2026-01-04T14:37Z [--] followers, [--] engagements
"The VMS Moat is AI-Resistant π‘ Code is becoming a commodity but context is king. AI cant replicate [--] years of vertical domain expertise proprietary data and deep-rooted customer trust. In niche software the "boring" stuff is the ultimate winner. $CSU.TO $TOI.V The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V https://t.co/dW34BeMkR4 The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least"
X Link 2026-01-29T18:09Z [--] followers, [---] engagements
"$FICO was is and will be the standard for years $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt"
X Link 2026-01-30T07:13Z [--] followers, [---] engagements
"Are you buying $TDG $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr"
X Link 2026-02-10T07:35Z [--] followers, [---] engagements
"Great Great piece on AI en daily life Absolutely worth 10min of your time. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T15:08Z [--] followers, [--] engagements
"@DutchInvestors Het maakt niet uit hoeveel logica we tegen de stelling aangooien. Als de markt een standpunt inneemt (AI gaat VMS disrupten). Dan blijft de markt ongelijk handelen op de fundamentals. Uiteindelijk zal dit recht trekken maar dit kan jaren duren. Hoelang gaat adobe al onderuit"
X Link 2026-02-12T08:38Z [--] followers, [---] engagements
"@Mindset4Money_X So Adobe is being mispriced since [----]. Thats [--] years How long are you willing to hold on to that stock #oppertunitycosts"
X Link 2026-02-12T08:39Z [--] followers, [---] engagements
"Can you say $BN $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb"
X Link 2026-02-12T16:17Z [--] followers, [--] engagements
"@Mindset4Money_X $BN every day of the week and twice on Sunday π«Ά"
X Link 2026-02-12T19:15Z [--] followers, [---] engagements
"What if Constellation $CSU can now pick up these companies due to the large SaaS sell-off The very thing suppressing the sector is what actually revives their playbook now If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times https://t.co/01iRKmyN1f If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their"
X Link 2026-02-13T06:21Z [--] followers, [---] engagements
"@Mindset4Money_X You should check out $FIX π€«"
X Link 2026-02-13T15:31Z [--] followers, [--] engagements
"What if Constellation $CSU can now pick up these companies due to the large SaaS sell-off The very thing suppressing the sector is what actually revives their playbook now If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times https://t.co/01iRKmyN1f If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their"
X Link 2026-02-13T06:21Z [--] followers, [---] engagements
"If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times Americas' Fastest-Growing Companies of [----]. - In [----] its revenue was 3.7m and it compounded at a rate of 74.2% from 2020-2023 π― - Suplos Revenue today* is 7m and they're likely growing at 20%+ If $CSU is having trouble deploying cash perhaps aiming for saas companies that can achieve more organic growth is one way to"
X Link 2026-02-12T21:30Z [----] followers, 18.2K engagements
"Can you say $BN $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb $BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68. https://t.co/ePKfhuWHeb"
X Link 2026-02-12T16:17Z [--] followers, [--] engagements
"$BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68"
X Link 2026-02-12T12:46Z 13.9K followers, 20.2K engagements
"Are you buying $TDG $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr $TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. https://t.co/kjJ9gvOdmr"
X Link 2026-02-10T07:35Z [--] followers, [---] engagements
"$TDG CEO just purchased more than $1.2M Buybacks and insider purchases around $1250. TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They dont do a lot of buybacksonly when they think its relevant https://t.co/wtztFBg3Xa"
X Link 2026-02-09T23:21Z [----] followers, 20.7K engagements
"Het is weer tijd voor de maandelijkse poll en wat een moment om deze vraag te stellenπ Hoe staat jouw rendement ervoor YTD (2026) (repost voor meer bereik wordt gewaardeerd) π’ 0% π 0% - 10% π₯³ 20%+ π 10% - 20% π’ 0% π 0% - 10% π₯³ 20%+ π 10% - 20%"
X Link 2026-02-06T09:59Z [----] followers, [----] engagements
"Why is the thesis that it would hurt the business more than that it would benefit it $CSU $TOI.V $TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) https://t.co/xoeKGg50yu $TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) https://t.co/xoeKGg50yu"
X Link 2026-01-30T17:52Z [--] followers, [---] engagements
"$TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education) What I see is that vertical market solutions for instance in education have no problem integrating AI solutions in different areas I dont see this as a threat. Its more that they have to do it and it enhances the proposition. $TOI.V $CSU.TO $CSU What I see is that vertical market solutions for instance in education have no problem integrating AI solutions in different areas I dont see this as a threat. Its more that they have to do it and it enhances the proposition. $TOI.V $CSU.TO $CSU"
X Link 2026-01-30T14:49Z [----] followers, 14.9K engagements
"$FICO was is and will be the standard for years $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt $FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ https://t.co/9FdiGNlrZt"
X Link 2026-01-30T07:13Z [--] followers, [---] engagements
"$FICO has been is and will remain the industry standard for years. 16% revenue growth +29% for Scores what a beast ππΌ"
X Link 2026-01-29T20:50Z [---] followers, [----] engagements
"The VMS Moat is AI-Resistant π‘ Code is becoming a commodity but context is king. AI cant replicate [--] years of vertical domain expertise proprietary data and deep-rooted customer trust. In niche software the "boring" stuff is the ultimate winner. $CSU.TO $TOI.V The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V https://t.co/dW34BeMkR4 The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least"
X Link 2026-01-29T18:09Z [--] followers, [---] engagements
"The core bull case for niche VMS acquirers is that the factors most critical to competitive advantage are the factors that AI has the least impact on. $CSU.TO $CSU $TOI.V"
X Link 2026-01-29T16:38Z [---] followers, [----] engagements
"Will AI disrupt or empower Topicus makes a strong case for the latter. Their shift toward 'Systems of Action' highlights how AI can turn decades of knowledge into real-time value. Very interesting perspective on the new reality of AI. $TOI.V Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://t.co/tnD5cXP9IN Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://t.co/tnD5cXP9IN"
X Link 2026-01-27T14:35Z [--] followers, [---] engagements
"Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://topicus.nl/nieuws-en-kennis/van-systems-of-record-naar-systems-of-action-de-nieuwe-realiteit-van-ai https://topicus.nl/nieuws-en-kennis/van-systems-of-record-naar-systems-of-action-de-nieuwe-realiteit-van-ai"
X Link 2026-01-26T22:48Z [----] followers, 31.9K engagements
"ππ Nuff said I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown. I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown"
X Link 2026-01-21T21:12Z [--] followers, [----] engagements
"I've gotten a bunch of request for an update on $CSU The reason why I have been silient is that nothing has changed since our last update other than the stock price. We already talked about the threat of AI to VMS for the past couple quarters and why we think it is overblown. That threat didn't get more material in the last few months as the stock sold off another 20%. I don't really even want to reiterate a case for them because everything that needs to be said has been said. So instead I'll just say in Munger fashion. I have nothing to add"
X Link 2026-01-21T18:44Z 11K followers, 27.5K engagements
"Answer me this one $CSU I wonder if Seattle employees or a one man vibe coding team has replaced this yet π I wonder if Seattle employees or a one man vibe coding team has replaced this yet π"
X Link 2026-01-20T14:59Z [--] followers, [---] engagements
"I wonder if Seattle employees or a one man vibe coding team has replaced this yet π Amazing. As of [----] SEATTLE CITY ATTORNEYS OFFICE was still using Constellation Justice Systems (renamed now) software from [----] And has been trying to replace it for [--] yrs Is VMS sticky or what πΏ $CSU.TO look at those icons haha. More to come from the 90s soon. π https://t.co/XgNV8dtVsM Amazing. As of [----] SEATTLE CITY ATTORNEYS OFFICE was still using Constellation Justice Systems (renamed now) software from [----] And has been trying to replace it for [--] yrs Is VMS sticky or what πΏ $CSU.TO look at those"
X Link 2026-01-19T16:23Z [----] followers, [----] engagements
"Seeing a massive disconnect between share prices and underlying business performance right now. If the fundamentals are still intact (and they are) a sell-off is just a gift for long-term holders. Adding more here. ππ₯ $CSU $TOI Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM https://t.co/jSh5Bmz5ng Software stocks continue to get absolutely creamed. I think proving that AI is"
X Link 2026-01-14T20:14Z [--] followers, [---] engagements
"Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM"
X Link 2026-01-14T19:41Z 15.8K followers, 28.4K engagements
"Do you own $AXON already This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy This chart is a good reason to become interested in $AXON https://t.co/cn2Zm7PIEy"
X Link 2026-01-11T21:03Z [--] followers, [--] engagements
"This chart is a good reason to become interested in $AXON"
X Link 2025-12-23T23:02Z [----] followers, [----] engagements
"Why FICO still dominates despite the competition One word: Securitization. The secondary market doesn't care if a newer score is "smarter." They care that FICO has been stress-tested across every economic cycle since the 80s. Uncertainty = Risk Premium. Long $FICO Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate Thoughts on VantageScore Competition A $FICO score is not a"
X Link 2026-01-08T19:05Z [--] followers, [---] engagements
"Thoughts on VantageScore Competition A $FICO score is not a universal interest rate. It is an input not an output. Its not as simple as "800 Score = 5% Rate." Rather the formula is: Rate = Base Rate + Risk Adjustments. Lenders use precise software to solve for that rate based on Down Payment LTV Collateral etc. These pricing grids are explicitly calibrated to FICO's probability of default over 30+ years. Competitors use different inputs and weightings. You cannot just plug a different variable into an equation built for FICO without invalidating the risk model. This creates a "Securitization"
X Link 2026-01-08T17:04Z [----] followers, [----] engagements
"Long Brookfield Corp $BN 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows"
X Link 2026-01-04T14:37Z [--] followers, [--] engagements
"1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within the system particularly between Brookfield Asset Management Ltd $BAM Brookfield Wealth Solutions Ltd $BNT and Brookfield Corporation $BN. π§΅π"
X Link 2026-01-03T13:40Z [----] followers, 28.9K engagements
"The definition of a toll booth business: massive growth with 88% operating margins. $FICO is in a league of its own "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF "As far back as I can remember I always wanted to own a monopoly with pricing power." https://t.co/8MgZCTC3IF"
X Link 2025-12-31T08:08Z [--] followers, [---] engagements
""As far back as I can remember I always wanted to own a monopoly with pricing power.""
X Link 2025-12-31T00:47Z [----] followers, 13.3K engagements
"Big Tech thought they could escape NVIDIA's grip with in-house chips. Then Jensen dropped a $20B Christmas bomb. NVIDIA just bought the 'fast lane' and left everyone else in the dust. ππ¨ $NVDA Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times. Today $NVDA announced the acquisition of Groq a maker of low-latency chips optimized for inference. This proves that inference is a different animal than training and GPUs https://t.co/YtwRMNVmaO Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times."
X Link 2025-12-25T11:47Z [--] followers, [---] engagements
"Jensen Huang said earlier this year that he thinks demand for inference will go up by a billion times. Today $NVDA announced the acquisition of Groq a maker of low-latency chips optimized for inference. This proves that inference is a different animal than training and GPUs aren't the perfect fit for inference workloads. It also validates the investment case for ASICs and is extremely bullish for $MRVL and $AVGO. https://twitter.com/i/web/status/2003961704833544615 https://twitter.com/i/web/status/2003961704833544615"
X Link 2025-12-24T22:51Z 114.9K followers, 207.7K engagements
"RT @qualityequities: Compounding machine $BN"
X Link 2025-12-24T10:59Z [--] followers, [--] engagements
"Compounding machine $BN A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN https://t.co/dSkh7EvYvk A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN https://t.co/dSkh7EvYvk"
X Link 2025-12-24T02:14Z [----] followers, [----] engagements
"A $10000 investment in Brookfield [--] years ago with dividends reinvested would be worth roughly $1.3M today. Thats a 12800% total return. $BN"
X Link 2025-12-23T21:30Z 24.2K followers, 42K engagements
"What got me interested in $BN was Brookfield Wealth Solutions. This is not just an insurance arm. This is where the cheap capital goes. With the Just Group acquisition in the UK earlier this year and massive annuity inflows they are ingesting billions in pension savings. The cost of funds are 4.0%. That is their perceived borrowing rate. A normal insurer takes that cash and buys a low-yield treasury. Brookfield hands that cash over to Oaktree (who they fully acquired recently). Oaktree doesn't buy bonds. They originate senior secured private credit with a yield of 9.0%. Where does that 9%"
X Link 2025-12-21T04:03Z [----] followers, 14.9K engagements
"Listen to the podcast then look at Constellation Software investors might panic but the fundamentals couldnt care less "Its not like someone is switching out their entire software their business runs because they seen an instagram ad Long $CSU https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804 https://open.spotify.com/episode/4K0qgQgdCAd8mBbtaXSXZVsi=2c46c0de95a04804"
X Link 2025-12-05T10:12Z [--] followers, [---] engagements
"IMPRESSIVE: Quarter after quarter $CRWD keeps stacking ARR and RPO. In 3Q ARR reached $4.92B in annual subscriptions and RPO hit $7.90B in contracted future revenue"
X Link 2025-12-03T06:06Z 12.3K followers, [----] engagements
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