# ![@FelixSchreibe13 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1105547841664102401.png) @FelixSchreibe13 Moody

Moody posts on X about in the, ai, und, $cphto the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1105547841664102401/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105547841664102401/c:line/m:interactions.svg)

- [--] Week [------] +67%
- [--] Month [------] +181%
- [--] Months [-------] -23%
- [--] Year [-------] +75%

### Mentions: [--] [#](/creator/twitter::1105547841664102401/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105547841664102401/c:line/m:posts_active.svg)

- [--] Month [--] -58%
- [--] Months [---] +1.40%
- [--] Year [---] +15%

### Followers: [---] [#](/creator/twitter::1105547841664102401/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105547841664102401/c:line/m:followers.svg)

- [--] Week [---] +2.50%
- [--] Month [---] +13%
- [--] Months [---] +34%
- [--] Year [---] +179%

### CreatorRank: [---------] [#](/creator/twitter::1105547841664102401/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1105547841664102401/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.86% [finance](/list/finance)  20% [countries](/list/countries)  8.57% [cryptocurrencies](/list/cryptocurrencies)  5.71% [technology brands](/list/technology-brands)  5% [fashion brands](/list/fashion-brands)  1.43% [currencies](/list/currencies)  1.43% [automotive brands](/list/automotive-brands)  1.43% [social networks](/list/social-networks)  1.43%

**Social topic influence**
[in the](/topic/in-the) 14.29%, [ai](/topic/ai) 10.71%, [und](/topic/und) 10.71%, [$cphto](/topic/$cphto) 9.29%, [das](/topic/das) 9.29%, [$mobst](/topic/$mobst) 9.29%, [$oscr](/topic/$oscr) 7.14%, [mit](/topic/mit) 7.14%, [strong](/topic/strong) 6.43%, [hat](/topic/hat) 5.71%

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@nschmid](/creator/undefined) [@energychartsd](/creator/undefined) [@nonamestock](/creator/undefined) [@2lapagerie](/creator/undefined) [@bonnan13](/creator/undefined) [@kairuhsert](/creator/undefined) [@oerrblog](/creator/undefined) [@atticusjazz](/creator/undefined) [@mitchmartan98](/creator/undefined) [@techaktien1](/creator/undefined) [@fabiodemasi](/creator/undefined) [@returnsjourney](/creator/undefined) [@saynototrading](/creator/undefined) [@alphasenseinc](/creator/undefined) [@davidkatunaric](/creator/undefined) [@rodrigoethe](/creator/undefined) [@tomsmith839](/creator/undefined) [@theraymyers](/creator/undefined) [@qualtrim](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Interlay (INTR)](/topic/$intr) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Evotec SE (EVO)](/topic/$evo) [Similarweb Ltd. (SMWB)](/topic/$smwb) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [Snap, Inc. (SNAP)](/topic/$snap) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Coupang, Inc.  (CPNG)](/topic/$cpng) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [MercadoLibre Inc (MELI)](/topic/$meli) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novo-Nordisk (NVO)](/topic/$nvo) [Synthetify (SNY)](/topic/$sny)
### Top Social Posts
Top posts by engagements in the last [--] hours

"5/6 The largest partners use these Platforms and ultimately expand partnerships. $BMS (PanHunter PanOmics) Sandoz (JEB $SNY (PanOmics Discovery) Bayer (iPSC PanOmics) $PFE (Discovery) $NVO (iPSC Manufacturing) $TAK (Discovery) Boehringer (iPSC) http://J.DESIGN http://J.DESIGN"  
[X Link](https://x.com/FelixSchreibe13/status/2003392613291032989)  2025-12-23T09:09Z [---] followers, [---] engagements


"$SMWB is priced by the market as a clear AI loser. I disagree: it has a similar AI risk/reward profile to $SEMR (4/3). $SEMR sold to Adobe at 4x P/S while SMWB trades at 1.3x. Likely a mispricing imo"  
[X Link](https://x.com/FelixSchreibe13/status/2019124660491939862)  2026-02-04T19:03Z [---] followers, [----] engagements


"SaaS companies with 100% NRR inQ3 [--] are rare. $SMWB reported Q325 overall NRR 98% and NRR 105% for customers with ARR $100k. These $100k customers represent 63% of total ARR placing $SMWB in that elite group. $SMWB is priced by the market as a clear AI loser. I disagree: it has a similar AI risk/reward profile to $SEMR (4/3). $SEMR sold to Adobe at 4x P/S while SMWB trades at 1.3x. Likely a mispricing imo. $SMWB is priced by the market as a clear AI loser. I disagree: it has a similar AI risk/reward profile to $SEMR (4/3). $SEMR sold to Adobe at 4x P/S while SMWB trades at 1.3x. Likely a"  
[X Link](https://x.com/FelixSchreibe13/status/2019326831858708862)  2026-02-05T08:26Z [---] followers, [---] engagements


"$INTR keeps delivering one outstanding quarter after another. The stock still looks massively undervalued if the company hits its mid-term targets. Ive held it for just over a year up big and Im convinced this is far from the end"  
[X Link](https://x.com/FelixSchreibe13/status/2021597681349476393)  2026-02-11T14:50Z [---] followers, [---] engagements


"Why Youll Want a Piece of $CAFZF / $CAF.V (Canaf Investments) [--]. / [--]. Ridiculously Cheap Cash-Rich Trades at roughly [---] EV / Free Cash Flow a [--] %+ FCF yield. [--] % of enterprise value sits in cash; the balance sheet is squeaky-clean and debt-free"  
[X Link](https://x.com/FelixSchreibe13/status/1942519540090278229)  2025-07-08T09:42Z [---] followers, [----] engagements


"In the analyst call on the Q4 figures $INTR management announced that [----] is likely to be better than [----] without increasing the risk on the books. Projecting absolute growth from [--] to [--] means at least 24% revenue growth in 2026"  
[X Link](https://x.com/FelixSchreibe13/status/2022332630562455633)  2026-02-13T15:30Z [---] followers, [---] engagements


"@Techaktien1 Aber auch der beste Rundfunk. Die Qualitt der ARD und ZDF Produktionen im Bereich Bildung und Aufklrung ist unbertroffen und ihre Bedeutung fr die Gesellschaft nicht hoch genug zu einzuschtzen"  
[X Link](https://x.com/anyuser/status/1544370982168805376)  2022-07-05T17:21Z [---] followers, [--] engagements


"@FabioDeMasi Danke an FabioDeMasi fr die Beharrlichkeit. Es geht hier darum ob wir die Lge als probates und akzeptiertes Instrument im hchsten Staatsamt akzeptieren oder bereits beim ersten Versuch im Keim ersticken. Tun wir nichts werden wir Verhltnisse wie in den USA oder RUS bekommen"  
[X Link](https://x.com/anyuser/status/1562758872196005889)  2022-08-25T11:08Z [---] followers, [--] engagements


"Both Munger with Alibaba and Sleep/Zakaria with ASOS thought they were buying an Amazon-like platform. Turned out it was just a goddamn retailer. I think $ZAL.DE is priced like a retailer but its more than that. Call me crazy but the more I look into the $Zal.de Zalando case the more convinced I am and the more I could increase my position. In summary: Europe's dominant fashion e-commerce platform (52 million customers) with EV/EBIT25e [--] EV/EBIT26e 9; EV/EBIT27 [--] https://t.co/wLmzcgJVhW Call me crazy but the more I look into the $Zal.de Zalando case the more convinced I am and the more I"  
[X Link](https://x.com/FelixSchreibe13/status/1952819848763129890)  2025-08-05T19:51Z [---] followers, [----] engagements


"@ReturnsJourney $ZAL.DE meets the 8-point test that separates true platforms from plain retailers like asos. (1) two-sided marketplace [--] % GMV from partners; (2) shares scale savings via EU fulfilment network; (3) cash engines ZEOS logistics + retail-media; (4) [--] m active users & + loyalty"  
[X Link](https://x.com/FelixSchreibe13/status/1952959688493953412)  2025-08-06T05:07Z [---] followers, [---] engagements


"When the shipwrecked begin to swim again the tide has risen. $MRVI $MXCT $XBI"  
[X Link](https://x.com/FelixSchreibe13/status/1974125637138006330)  2025-10-03T14:53Z [---] followers, [---] engagements


"I revisited $EVO Evotec after a long time triggered by its extremely low share price and asked whether it is an AI loser. My conclusion: no quite the opposite. Below are my key takeaways after analyzing Evotecs core platforms"  
[X Link](https://x.com/FelixSchreibe13/status/2003392597889548722)  2025-12-23T09:09Z [---] followers, [---] engagements


"6/6 Evotec is a turnaround story and clearly risky. But at the current price (EV/S 1.10) I see value especially if management delivers its targets: 812% revenue CAGR (20242028) and an adjusted EBITDA margin above 20% by [----]. I bought some shares yesterday"  
[X Link](https://x.com/FelixSchreibe13/status/2003392616172519839)  2025-12-23T09:09Z [---] followers, [---] engagements


"🤫Soitec is set to hold a near-monopoly as the key substrate supplier for CPO as AI datacenters begin the [----] shift. Yole sees CPO growing from $24M (2024) to $8.1B (2030). 1/3 of revenue comes from photonics substrates with demand set to surge in the next [----] months. Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for https://t.co/uRVZIqCViK Soitec is a French company"  
[X Link](https://x.com/FelixSchreibe13/status/2005696157155238156)  2025-12-29T17:43Z [---] followers, [----] engagements


"@SayNoToTrading That's why I invested in $SIVE which supplies its lasers to both $POET and Ayer Labs. Whichever of the two wins Sivers wins. In addition I invested in Soitec which has a virtual monopoly on substrates for Co-Packaged Optics"  
[X Link](https://x.com/FelixSchreibe13/status/2006386668996067524)  2025-12-31T15:27Z [---] followers, [---] engagements


"The causal chain: AI CPO Soitec [--]. AI models scale exponentially with parameter counts increasing roughly tenfold each year driving massive growth in data movement within and between chips"  
[X Link](https://x.com/FelixSchreibe13/status/2006424943597334840)  2025-12-31T17:59Z [---] followers, [---] engagements


"6. Soitecs role: Soitec is the only supplier able to deliver these materials at industrial scale using Smart Cut with perfect uniformity and large wafer diameters (200 mm/300 mm)"  
[X Link](https://x.com/FelixSchreibe13/status/2006424957761523821)  2025-12-31T17:59Z [---] followers, [---] engagements


"7. Soitec is already deeply embedded at leading foundries such as $TSMC and GlobalWafers. Its largest competitor the much bigger Shin-Etsu Chemical has licensed Soitecs Smart Cut technology underscoring Soitecs technological leadership"  
[X Link](https://x.com/FelixSchreibe13/status/2006424961620287700)  2025-12-31T17:59Z [---] followers, [---] engagements


"$EVO Evotec recently held about 22% of Dark Blue. The sale to $AMGN is expected to bring in $25M upfront and up to $145M in milestones. Another strong validation of Evotecs tech platform which is currently deeply undervalued by the market. $AMGN acquires Dark Blue Therapeutics bolstering oncology pipeline. $KURA $SNDX https://t.co/8rvcyZiCfW $AMGN acquires Dark Blue Therapeutics bolstering oncology pipeline. $KURA $SNDX https://t.co/8rvcyZiCfW"  
[X Link](https://x.com/FelixSchreibe13/status/2008840362874552466)  2026-01-07T09:57Z [---] followers, [----] engagements


"Munger always preached checklists. I built one to score management using Thorndikes The Outsiders criteria. Here are my top [--] holdings (score out of 10): #6 $HROW [----] #5 $MIAX [---] #4 $INTR [----] #3 $CPH.TO [----] #2 $SUP.L [---] #1 $KSPI [----] 🥇"  
[X Link](https://x.com/FelixSchreibe13/status/2012549815045898394)  2026-01-17T15:37Z [---] followers, [---] engagements


"$NU has 20x $INTR s market cap and 2.1x the P/S with only slightly higher growth. $INTR offers a much higher secured-loan mix is already a superapp (more diversified) and at $4.4B market cap has huge runway potential 10-bagger. My #2 Position"  
[X Link](https://x.com/FelixSchreibe13/status/2016445557057732619)  2026-01-28T09:37Z [---] followers, [---] engagements


"I bought $CPNG Coupang. The moat and current valuation make it highly unlikely that this investment will not yield a nice return over a 3-5 year period. $CPNG 's logistics network puts 70% of S. Korea within [--] miles of a center a physical moat rivals can't match. While the Korea business generates $2.3-2.5B/yr expansion into Taiwan currently reduces the total to $1.3B. EV=$37.5 B $CPNG 's logistics network puts 70% of S. Korea within [--] miles of a center a physical moat rivals can't match. While the Korea business generates $2.3-2.5B/yr expansion into Taiwan currently reduces the total to"  
[X Link](https://x.com/FelixSchreibe13/status/2017226316458721324)  2026-01-30T13:20Z [---] followers, [---] engagements


"The trick is to only buy seats in those theaters where there is a mass exodus and you know that there is no real fire. $CPNG could be such a theater. $CPNG is down at about -37% on the data leak The fear is that consumers will stop shopping on Coupang While we have ample history to show this is silly. Here is someone who manages hundreds of Coupang stores and says he saw zero dip H/T @AlphaSenseInc https://t.co/fgzUC5WJDT $CPNG is down at about -37% on the data leak The fear is that consumers will stop shopping on Coupang While we have ample history to show this is silly. Here is someone who"  
[X Link](https://x.com/FelixSchreibe13/status/2018273151210115238)  2026-02-02T10:39Z [---] followers, [----] engagements


"Stocks with limited downside but high perceived uncertainty often offer strong returns. SaaS is fertile ground for this. I like $GDDY and $WIX. AI wont disrupt the model it will evolve it and via the Jevons paradox may even expand total demand"  
[X Link](https://x.com/FelixSchreibe13/status/2018374248092311688)  2026-02-02T17:21Z [---] followers, [---] engagements


"@david_katunaric $FOUR is now pitched just as often"  
[X Link](https://x.com/FelixSchreibe13/status/2018688159274447345)  2026-02-03T14:08Z [---] followers, [---] engagements


"Soitec Q326 revenue 160M up 18% sequentially down 29% YoY. Strong AI momentum offset by automotive weakness and RF-SOI inventory correction. Edge & Cloud AI up 27% YoY. Q4 expected to grow 20% sequentially. Turnaround in progress"  
[X Link](https://x.com/FelixSchreibe13/status/2018958665995182161)  2026-02-04T08:03Z [---] followers, [---] engagements


"@RodriGo_ethe Photonics. There is now also a good presentation on AI on Soitec's IR page. The causal chain: AI CPO Soitec [--]. AI models scale exponentially with parameter counts increasing roughly tenfold each year driving massive growth in data movement within and between chips. The causal chain: AI CPO Soitec [--]. AI models scale exponentially with parameter counts increasing roughly tenfold each year driving massive growth in data movement within and between chips"  
[X Link](https://x.com/FelixSchreibe13/status/2018977351477145781)  2026-02-04T09:18Z [---] followers, [---] engagements


"@TomSmith839 Your opinion on fair value $44 9M25 OCF $410.3m capex-like $166.5m ($89.6+$68.1+$8.8) = FCF $243.8m; SBC $56.8m Owner FCF $187.0m ($250m run-rate). Assume 14% 10y CAGR 18x terminal; equity hit by net debt $3.21bn ($4.72$1.51) + preferred $0.97bn; / 90m shares"  
[X Link](https://x.com/FelixSchreibe13/status/2019018911078064593)  2026-02-04T12:03Z [---] followers, [---] engagements


"$SNAP looks like an attractive takeover target: solid operational performance very cheap valuation and the issue of extremely high SBC would be easy for an acquirer to fix. Maybe even a European buyer steps in"  
[X Link](https://x.com/FelixSchreibe13/status/2019427680333230393)  2026-02-05T15:07Z [---] followers, [---] engagements


"Furuya Metal FY26 H1 (JulDec25): Revenue JPY 43.9bn (+63.7% YoY) OP JPY 7.44bn (+26.9%) Ordinary JPY 7.26bn (+28.7%) Net JPY 5.01bn (+28.7%). FY26e raised to Rev 88.0bn (+37.5% vs prior) OP 16.5bn (+65%) Ordinary 16.0bn (+77.8%) Net 11.0bn (+83.3%). +16% AH 🚀 Furuya Metal (7826.T) is the quiet champion of iridium and ruthenium with process and purity know-how few can match. As AI drives ever-higher semiconductor efficiency that edge matters more and management aims to nearly triple revenue by [----]. Link below - https://t.co/dGoHItsrEF Furuya Metal (7826.T) is the quiet champion of iridium"  
[X Link](https://x.com/FelixSchreibe13/status/2019671311203856720)  2026-02-06T07:15Z [---] followers, [---] engagements


"Soitec $SOI Q3 Investor Call: Photonics-SOI shows very strong momentum in the data center market. The photonics market is expected to grow 2530% per year over the next [--] years. (1/8)-"  
[X Link](https://x.com/FelixSchreibe13/status/2019750017641165272)  2026-02-06T12:28Z [---] followers, [---] engagements


"CPO was originally expected around [----] but is now anticipated in [----] with parts potentially arriving by late 2026"  
[X Link](https://x.com/FelixSchreibe13/status/2019750025358721498)  2026-02-06T12:28Z [---] followers, [--] engagements


"Future roadmap: Soitec is developing LNOI (Lithium Niobate on Insulator) to complement its photonics portfolio and enable bandwidth beyond 1.6T"  
[X Link](https://x.com/FelixSchreibe13/status/2019750028059828650)  2026-02-06T12:28Z [---] followers, [--] engagements


"Demand is strongly driven by AI requirements. Soitec has 5+ Silicon Photonics customers each increasingly requesting higher volumes"  
[X Link](https://x.com/FelixSchreibe13/status/2019750030559572282)  2026-02-06T12:28Z [---] followers, [---] engagements


"CEO Pierre Barnab said AI demand exceeds what the industry can currently supply and positioned Silicon Photonics as the only viable path for next-gen AI data centers"  
[X Link](https://x.com/FelixSchreibe13/status/2019750037933175276)  2026-02-06T12:28Z [---] followers, [--] engagements


"There are no specific capacity constraints cited today but Soitec is improving demand forecasting and plans to finalize long-term agreements (LTAs) with customers"  
[X Link](https://x.com/FelixSchreibe13/status/2019750043150918068)  2026-02-06T12:28Z [---] followers, [---] engagements


"https://open.substack.com/pub/fwriter/p/soitec-and-the-photonic-revolutionr=1485tu&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/fwriter/p/soitec-and-the-photonic-revolutionr=1485tu&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/FelixSchreibe13/status/2019750047022297357)  2026-02-06T12:28Z [---] followers, [---] engagements


"The biggest asset of $HIMS is its retail shareholder community cult-like driven by strong narratives with crystallized minds and blind to the truth. HIMS is like MAGA. In the end theyll face ruin. The $HIMS story is a clear reminder: a compelling narrative can create market momentum but it cannot replace a sound business model. Many mostly inexperienced investors are likely to lose money here. But most will learn from it. $OSCR probably next imo The $HIMS story is a clear reminder: a compelling narrative can create market momentum but it cannot replace a sound business model. Many mostly"  
[X Link](https://x.com/FelixSchreibe13/status/2020017830628827577)  2026-02-07T06:12Z [---] followers, [---] engagements


"@TheRayMyers And yet he has [-----] followers. In no other field can someone stay heard and respected for decades on one big hit even after a long streak of failures (see Cathie Wood or Burry). Many stick around I suspect trying to win back losses the same way they made them"  
[X Link](https://x.com/FelixSchreibe13/status/2020505501822603472)  2026-02-08T14:30Z [---] followers, [---] engagements


"@qualtrim Fundamentals and share prices are never truly decoupled. What changes over time are the multiples we use to project todays fundamentals into the future. In $MELIs case the market is discounting fundamentals that sit too far out on the horizon"  
[X Link](https://x.com/FelixSchreibe13/status/2020527839754215673)  2026-02-08T15:59Z [---] followers, [----] engagements


"An investor on a podcast said he doesnt envy $TSLA holders: the outsized gains convince many theyre great investors but the Tesla thesis wont work in 99% of other bets. Peek at $TSLA FinTwit and youll often see $HIMS or $DUOL too"  
[X Link](https://x.com/FelixSchreibe13/status/2020756463174434852)  2026-02-09T07:07Z [---] followers, [---] engagements


"Yesterday I bought two stocks for my long-term bucket: $OSCR despite its similarly naive retail fanbase like $HIMS long-term the company will do very well. $SNAP despite ugly SBC and my initially disastrous take at this level its attractive long-term"  
[X Link](https://x.com/FelixSchreibe13/status/2021165833385296365)  2026-02-10T10:14Z [---] followers, [---] engagements


"The valuation reset in software over recent weeks has been huge. Where did the money go IMO into the third-line beneficiaries of AI capex especially South Korea and Japan where valuations dont look stretched. A healthy rotation"  
[X Link](https://x.com/FelixSchreibe13/status/2021173988551012504)  2026-02-10T10:46Z [---] followers, [---] engagements


"I criticized the $OSCR crowd in [--] for its blind cult-like optimism. With the Q4 numbers its clear they were completely wrong on their forecasts. Now of course everything gets reframed around [--]. The company and management are strong they dont deserve this silly fandom"  
[X Link](https://x.com/FelixSchreibe13/status/2021183089930654126)  2026-02-10T11:22Z [---] followers, [---] engagements


"@nonamestock It is very difficult and time-consuming to build what Snap has achieved. Nowadays anyone could replicate such an app but it lacks members and therefore the network effect"  
[X Link](https://x.com/FelixSchreibe13/status/2021276308991332354)  2026-02-10T17:33Z [---] followers, [--] engagements


"@2lapagerie @FT Thats not correct. More accurate is the joint main battle tank program: French designs were often cramped and geared for reverse speed. The KMWNexter merger and Frances 50% share of the project was a major win for France"  
[X Link](https://x.com/FelixSchreibe13/status/2021482435247210799)  2026-02-11T07:12Z [---] followers, [---] engagements


"I think the $Snap CEO is the most shareholder-unfriendly I know. Since [----] revenue and margins are up yet the stock only goes south. He controls 52% of voting rights aggressively sells his economic stake and SBC is sky-high. Whats the strategy"  
[X Link](https://x.com/FelixSchreibe13/status/2019507376307728600)  2026-02-05T20:24Z [---] followers, [---] engagements


"Furuya Metal ended its first regular trading day since the release of its H1 figures 58% above its last closing price on Friday last week. Furuya Metal (TSE: 7826) just dropped a bombshell H1 FY2026 report. While the market often pigeonholes the company as a metal processor the latest numbers reveal a specialized tech enabler riding the crest of the AI and data center wave. https://t.co/GUnpskICuH Furuya Metal (TSE: 7826) just dropped a bombshell H1 FY2026 report. While the market often pigeonholes the company as a metal processor the latest numbers reveal a specialized tech enabler riding"  
[X Link](https://x.com/FelixSchreibe13/status/2021844654166286513)  2026-02-12T07:11Z [---] followers, [----] engagements


"No signs that AI is hurting $SMWB s business. In fact theres already a growing suite of GenAI products. Management says major deals are in the pipeline. It makes no sense they get lumped into the SaaS selloff especially since its not SaaS its DaaS. I am buying here $SMWB is priced by the market as a clear AI loser. I disagree: it has a similar AI risk/reward profile to $SEMR (4/3). $SEMR sold to Adobe at 4x P/S while SMWB trades at 1.3x. Likely a mispricing imo. $SMWB is priced by the market as a clear AI loser. I disagree: it has a similar AI risk/reward profile to $SEMR (4/3). $SEMR sold to"  
[X Link](https://x.com/FelixSchreibe13/status/2021986348207603770)  2026-02-12T16:34Z [---] followers, [---] engagements


"@Bonnan13 I think it's for technical reasons. Over the last two days it has had to give up its daily gains because sentiment was very poor in general and for fintechs in particular. However I don't think it will rise sharply in the near future either"  
[X Link](https://x.com/FelixSchreibe13/status/2022378286421020926)  2026-02-13T18:32Z [---] followers, [--] engagements


"@ThomasSarnowski Der Grund dafr ist dass der Stromverbrauch in Deutschland aufgrund der geringeren Industrieproduktion stark gesunken ist. Das Danke Robert gilt somit seiner inkompetenten Wirtschftspolitik. Das knnte Ironie sein aber im Fall von @ThomasSarnowski ist es blinde Ideologie"  
[X Link](https://x.com/anyuser/status/1736825293753455028)  2023-12-18T19:06Z [---] followers, [---] engagements


"@NiemaMovassat Sie haben es richtig verstanden. Aber ich glaube sie haben den Unterschied nicht erkannt. Die einen wollen mit Straftaten eine Verhaltensnderung anderer erzwingen die anderen mit einer angemeldeten Demonstration gegen Subventionskrzungen demonstrieren die sie betreffen"  
[X Link](https://x.com/anyuser/status/1737028002569986099)  2023-12-19T08:32Z [---] followers, [---] engagements


"@N_Schmid E-Fuels fr Flugzeuge nennt man SAF und diese gibt es bereits. Die Produktion von e-Fuels bentigt weit mehr als nur Strom weshalb der Platz auf einem Flugzeugtrger natrlich nicht vorhanden ist. Das ist ein dmlicher Beitrag"  
[X Link](https://x.com/anyuser/status/1739592951888593254)  2023-12-26T10:24Z [---] followers, [---] engagements


"@N_Schmid Ihre Antwort auf mein Kommentar suggeriert flschlicherweise dass wir selber Meinung wren. Das ist laienhaftes falsches Wissen auf dem sie aufbauen. Haben sie eine Ahnung wie viele SAF Produktionsanlagen aktuell aufgebaut werden Scheint als wre diese Alternative gnstig genug"  
[X Link](https://x.com/anyuser/status/1739598819258499227)  2023-12-26T10:47Z [---] followers, [---] engagements


"@GuelmenM In sterreich ist das Zeigen des Wolfsgrues seit dem [--]. Mrz [----] strafbar. In Deutschland warten wir lieber bis es zu spt ist und reagieren dann mit einem Verbot"  
[X Link](https://x.com/anyuser/status/1739703379578798134)  2023-12-26T17:43Z [---] followers, [---] engagements


"@N_Schmid @jochen_pietsch Gut fr die Fossilisiten dass dieses Beispiel nur eine technische Spielerei ist und keinesfalls fr die breite Masse taugt"  
[X Link](https://x.com/anyuser/status/1758204975648288784)  2024-02-15T19:01Z [---] followers, [----] engagements


"@KaiRuhsert Also ganz ehrlich den Deppenpreis hast du dir mit diesem Tweet sicher. Die Frau hat den Ladevorgang noch gar nicht begonnen. Mal davon abgesehen der neue Taycan bentigt [--] Minuten von [--] auf 80%. Wenn man weniger will kann man auch mal dabei stehen bleiben"  
[X Link](https://x.com/anyuser/status/1758819219322347816)  2024-02-17T11:42Z [---] followers, [---] engagements


"@KaiRuhsert Lass den Stecker mal stecken: CATL und BYD drcken die Batteriekosten fr Lithium-Eisenphosphat-Batterien (LFP) weiter nach unten als noch vor kurzem fr realistisch gehalten. - Februar [----] 110/kWh - August [--] - Oktober [--] - Februar [----] 51/kWh"  
[X Link](https://x.com/anyuser/status/1762772525170176335)  2024-02-28T09:31Z [---] followers, [---] engagements


"@SchaafAmBerg Wir knnen alle verfgbaren Taurus an die Ukraine abgeben da mit dem Tornado in krze das einzige Trgerflugzeug dafr ausgemustert wird. Beim Eurofighter wurden vor kurzem alle Test abgebrochen da die Stabilitt des Flugzeugs gefhrdet ist. Die F35 ist ebenfalls ungeeignet"  
[X Link](https://x.com/anyuser/status/1767855390119608592)  2024-03-13T10:09Z [---] followers, 14.4K engagements


"Is anyone looking for a profitable pure hydrogen player with 30% growth and P/S [---] I only know of one SFC Energy $F3C. World market leader in methanol fuel cells from Germany. Great demand from the military among others"  
[X Link](https://x.com/anyuser/status/1773028135673422072)  2024-03-27T16:43Z [---] followers, [----] engagements


"@DakotasTwits The fuel cells for monitoring stations like these are supplied by SFC Energies a small cap from Germany. In the USA they supply them to Life View Technologies. Is anyone looking for a profitable pure hydrogen player with 30% growth and P/S [---] I only know of one SFC Energy $F3C. World market leader in methanol fuel cells from Germany. Great demand from the military among others. Is anyone looking for a profitable pure hydrogen player with 30% growth and P/S [---] I only know of one SFC Energy $F3C. World market leader in methanol fuel cells from Germany. Great demand from the"  
[X Link](https://x.com/anyuser/status/1774119462905446694)  2024-03-30T17:00Z [---] followers, [----] engagements


"@OERRBlog Frauen wie Lamroubi ebnen den Weg fr die Bsen indem sie versuchen die Kritik an der unkontrollierten Migration zum Schweigen zu bringen indem sie die wirksamste Waffe gegen uns einsetzen: die Moralkeule. Wenn das Khalifat in erst einmal steht hat sie ihre Arbeit getan"  
[X Link](https://x.com/anyuser/status/1781737071649902882)  2024-04-20T17:29Z [---] followers, [---] engagements


"@AlexRothe92 Hass nichts als Hass das sieht man in den Gesichtern dieser Menschen. Wenn wir dem nicht bald Einhalt gebieten wird sich das schnell in unserer Gesellschaft ausbreiten. Hasserfllte Menschen sind einfach aggressiver in der Durchsetzung ihrer Interessen und damit im Vorteil"  
[X Link](https://x.com/anyuser/status/1784127408129347597)  2024-04-27T07:48Z [---] followers, [----] engagements


"@AtticusJazz Scholz' politischer Weg ist mit politischen Leichen gepflastert. Der Mann hat noch nie etwas richtig gemacht und doch geniet er Zustimmung und ist Kanzler geworden. Unser Land ist so unterwrfig dass es Schmerzen verdient"  
[X Link](https://x.com/anyuser/status/1785024710729756808)  2024-04-29T19:13Z [---] followers, [---] engagements


"@OERRBlog Wer den Eindruck hat der RR bestehe nur noch aus Grnen Woken und Islamisten knnte Recht haben"  
[X Link](https://x.com/anyuser/status/1785040354296635589)  2024-04-29T20:15Z [---] followers, [---] engagements


"@AtticusJazz Ohne TikTok wre diese Gehirnwsche in diesem Ausma nicht mglich gewesen. Die sind dabei sich dieses Problems zu entledigen. Fr Europa das Lichtjahre von einem TikTok-Verbot entfernt ist sieht es dster aus. China (TikTok) gehrt mit Iran zur Achse des Bsen"  
[X Link](https://x.com/anyuser/status/1785968205866873168)  2024-05-02T09:42Z [---] followers, [---] engagements


"@DerPhysiker21 [--]. Lithiumbatterien sind bereits zu [--] % recycelbar. Kein Sondermll. [--]. Batterien sind keine Langzeitspeicher Die notwendige Langzeitspeicherung kann thermisch oder chemisch in Form von Wasserstoff realisiert werden. Hier gibt es viele innovative Anstze aber noch keine Lsung"  
[X Link](https://x.com/anyuser/status/1790418792712937768)  2024-05-14T16:27Z [---] followers, [---] engagements


"$mob.st .Additionally the introduction of Terclara has led to a 52% growth in the total market compared to the same period last year.1 That's what we're talking about. Terclara conquers the unserved market which comprises 80% of all nail fungus patients. 🚀"  
[X Link](https://x.com/anyuser/status/1792445121180344428)  2024-05-20T06:39Z [---] followers, [----] engagements


"Recent Interview with $mob.st CEO from 20.05.24 CEO talks for the first time about high unmet demand for nail fungus therapies. High demand in and from other countries. High willingness of insurance companies to pay per completed treatment cycle. https://www.biostock.se/2024/05/mobergs-vd-om-lanseringen-av-terclara/ https://www.biostock.se/2024/05/mobergs-vd-om-lanseringen-av-terclara/"  
[X Link](https://x.com/anyuser/status/1792532348480692271)  2024-05-20T12:26Z [---] followers, [----] engagements


"(1/6) $mob.st CEO has said in a recent interview that she does not expect Jublia Generics to enter the market any time soon. There are indeed several issues surrounding the approval of generic versions of Jublia primarily related to patent protections and legal disputes"  
[X Link](https://x.com/anyuser/status/1793265395039654363)  2024-05-22T12:59Z [---] followers, 11.1K engagements


"@energy_charts_d Hier wre die Information wichtig dass es sich nicht um grnen H2 handelt sondern um grauen H2 der aus fossilen Energietrgern gewonnen wird. Sonst fngt wieder ein Grner an zu phantasieren dass wir grnen H2 exportieren und es in Zukunft kein Problem geben wird"  
[X Link](https://x.com/anyuser/status/1795705381366505529)  2024-05-29T06:35Z [---] followers, [---] engagements


"@jsuedekum @BMF_Bund Das ist keine Parteiwerbung das ist Bildung Wenn Sie das juristisch anfechten wollen sind Sie ein noch schlechterer Jurist als konom. Dass Lindner Sie bei Mioska blogestellt hat sitzt wohl noch tief. Sie die SPD wollen Schulden machen um Ihre Whlerklientel zu pudern"  
[X Link](https://x.com/anyuser/status/1798235201237299225)  2024-06-05T06:07Z [---] followers, [---] engagements


"@AndySch64494719 Diesen Brand beim Rstungskonzern Diehl hat es nie gegeben. Die in Berlin abgebrannte Firma Diehl Metal Application hat mit Diehl Defence nichts zu tun auer dass beide zur Diehl-Stiftung gehren. Brandursache war brigens ein technischer Defekt"  
[X Link](https://x.com/anyuser/status/1804046122073071679)  2024-06-21T06:58Z [---] followers, [----] engagements


"@B_Gunners21 Mit den Begriffen Kriegsgert und Rechtspopulist Merz haben sie sich fr eine serise Diskussion des Themas selbst disqualifiziert. brigens. Piloten mssen eine bestimmte Anzahl von Flugstunden absolvieren. Dieser doppelsitzige Eurofighter ist ein Trainingsflugzeug"  
[X Link](https://x.com/anyuser/status/1804069412154007802)  2024-06-21T08:30Z [---] followers, [---] engagements


"@DiegoFassnacht Noch vor wenigen Jahren war die 🌍 im Gleichgewicht. Amerikanische Verbraucher kauften chinesische Produkte und investierte seinen Exportberschuss in amerikanische Staatsanleihen. kaufte russisches Gas und europische Staatsanleihen. Dasselbe geschah mit saudischem l"  
[X Link](https://x.com/anyuser/status/1810680214680142270)  2024-07-09T14:19Z [---] followers, [----] engagements


"Redeye expectations for $MOB.ST Q2 earnings: Revenue SEK [---] million (beat SEK [---] million) EBITDA SEK [---] million (beat SEK [----] million)"  
[X Link](https://x.com/anyuser/status/1823245165143666872)  2024-08-13T06:28Z [---] followers, [----] engagements


"This most recent study confirms that MOB015B is a safe and well-tolerated tropical treatment option for patients with omychomcosis especially for those who wish to avoid systemic therapy (oral terbinafine). $mob.st Published August [--] [----] https://journals.asm.org/doi/10.1128/aac.00682-24 https://journals.asm.org/doi/10.1128/aac.00682-24"  
[X Link](https://x.com/anyuser/status/1826910132992647471)  2024-08-23T09:11Z [---] followers, [----] engagements


"I never thought that one day I would be something like the last $mob.st bull. As long as he hasn't been declared dead the patient lives. They'll monetize mob-15 in some way in the US for sure. Even without the USA the upside potential is greater than 3x"  
[X Link](https://x.com/anyuser/status/1834565118341832884)  2024-09-13T12:09Z [---] followers, [----] engagements


"Research Capital on $CPH.TO stocks plummeting last week. "Dont count the Canadian specialty pharma player out". In a research update to clients September [--] they maintained theirBuy rating and target price of $17.00 on CPH. EPS pf $0.84 on rev. of $35.0-million [--]. $MOB.ST"  
[X Link](https://x.com/anyuser/status/1835976461225763313)  2024-09-17T09:37Z [---] followers, [----] engagements


"The most important Point for investors in today's Redeye interview with the CEO of $mob.st In the territories outside Europe where we have partners the registration dossiers are also based on the European authorization and the European documentation"  
[X Link](https://x.com/anyuser/status/1836488637824872572)  2024-09-18T19:33Z [---] followers, [----] engagements


"Increased my stake in $mob.st by 20%. Simple reason: enterprise value is $18M. Investors sold $mob.st fearing white fungus-free toenails but I believe patients will buy mob-15 even if toenails temporarily turn blue for fungus-free results at any cost. (1/2)"  
[X Link](https://x.com/anyuser/status/1839632547778543958)  2024-09-27T11:45Z [---] followers, [----] engagements


"It is still possible that $mob.st could receive a positive response from the FDA for their topical treatment MOB-015 even if the currently ongoing Phase [--] study does not achieve the primary endpoint of "complete cure rate." Several factors support this likelihood: (1/7)"  
[X Link](https://x.com/anyuser/status/1839952962073854229)  2024-09-28T08:59Z [---] followers, [----] engagements


"I doubt Novo Holdings Evotecs major shareholder would agree to a takeover at [--] / share. Novo recently raised its stake with a [--] million investment at over [--] per share. They understand Evotecs true value and have patience. Novo would rather take over Evotec itself imo"  
[X Link](https://x.com/anyuser/status/1857173089764642867)  2024-11-14T21:25Z [---] followers, [----] engagements


"@SStapczynski A year ago today gas storage in Germany was at 95%. Today they are at 939%. How can you talk about an energy crunch Gas consumption is not linear. Warmer days alternate with cooler days. That's pretty much nonsense"  
[X Link](https://x.com/anyuser/status/1860252024085835921)  2024-11-23T09:20Z [---] followers, [---] engagements


"Im not invested in $ASPI but I reviewed the short report. The claim that ASPIs laser tech was uneconomical in the past reminds me of other uneconomical laser applications that are now essential: 3Dprinting LiDAR laser communication surgery fusion Litography"  
[X Link](https://x.com/anyuser/status/1861444914715726123)  2024-11-26T16:20Z [---] followers, [----] engagements


"If you look at @FuzzyPandaShort recent shorts $LRN and $GL it confirms my initial suspicion that this short Report on $ASPI is fake"  
[X Link](https://x.com/anyuser/status/1861471177429942301)  2024-11-26T18:04Z [---] followers, [---] engagements


"@energy_charts_d Es ist irrefhrend den Ausbau der Batteriespeicherkapazitten mit der Regierung in Verbindung zu bringen. Der Ausbau von Batteriespeichern ist allein auf die Preisentwicklung der Batteriezellen zurckzufhren. Ein internationales Phnomen"  
[X Link](https://x.com/anyuser/status/1864602313131794761)  2024-12-05T09:26Z [---] followers, [---] engagements


"@energy_charts_d Wie die zweite Grafik zeigt war der internationale Zubau whrend der Amtszeit Altmeiers im Vergleich zu den letzten [--] Jahren verschwindend gering. Entsprechend klein war damals der Regulierungshebelder heute aufgrund der niedrigen Preise sehr gro ist. Ihre Grafik ist Wahlkampf"  
[X Link](https://x.com/anyuser/status/1864677846427320400)  2024-12-05T14:26Z [---] followers, [---] engagements


"@dg_graeber @BMWK Wahnsinn. Alleine das zurckhalten dieser Information bzw. die Verdrehung der Tatsachen in der ffentlichkeit (Lge) wrde den Rcktritt Habecks erforderlich machen"  
[X Link](https://x.com/anyuser/status/1865773874589077557)  2024-12-08T15:02Z [---] followers, [----] engagements


"I was wrong about $mob.st. I believed Bayer wouldnt withdrawthey have a great drug the bestbut managements repeated mistakes proved costly. Under [--] SEK it was an asymmetric bet for me over a year ago and again recently. Quality of management is crucial in investing"  
[X Link](https://x.com/anyuser/status/1866732874860466600)  2024-12-11T06:32Z [---] followers, [----] engagements


"@RoHeinrich Sagen Sie das den Unternehmen die letzte Woche bei 900/MWh die Produktion eingestellt haben. Die haben nichts davon wenn die MWh heute nur noch [--] kostet [--] weniger als beim Nachbarn vor allem an einem Sonntag. Ganz Liebe Gre aus der Realitt"  
[X Link](https://x.com/anyuser/status/1868354520159498334)  2024-12-15T17:56Z [---] followers, [---] engagements


"@JerryCap I will never understand why people buy this stock when it is known that a certain proportion of the business in Asia is illegal. You have to expect the plug to be pulled every day. I will also never understand why you still use the wrong ticker symbol. $evo.st"  
[X Link](https://x.com/anyuser/status/1871170259371143230)  2024-12-23T12:25Z [---] followers, [----] engagements


"I bought more $NOW.V today. The fact that the management is buying shares so aggressively even though the share price has risen so much reinforces the overall very positive impression of the company. Multi-bagger potential if management delivers as promised. $NOW.V Now we know who one of the bigger buyers was. Could have looked it up earlier. https://t.co/1mfWLmO0k0 $NOW.V Now we know who one of the bigger buyers was. Could have looked it up earlier. https://t.co/1mfWLmO0k0"  
[X Link](https://x.com/anyuser/status/1879196165901853163)  2025-01-14T15:57Z [---] followers, [----] engagements


"@IxoraPaveta [----] kostete [--] Liter Diesel [---] . Die Bahn war schon damals unpnktlich. Der Strompreis lag bei [----] Cent/kWh. Terroranschlge (z. B. RAF) und Gruppenvergewaltigungen gab es auch vorher. ChatGPT existierte auch noch nicht ebenso wenig eine Heilung fr Hepatitis C"  
[X Link](https://x.com/anyuser/status/1888229934344159275)  2025-02-08T14:14Z [---] followers, [----] engagements


"@mitDipp Warum demonstrieren immer nur die Linksextremen Weil sie keiner Arbeit nachgehen vom Staat abhngig sind und die Zeit dazu haben. Frher hat man dazu Gammler gesagt"  
[X Link](https://x.com/anyuser/status/1888330057111982145)  2025-02-08T20:52Z [---] followers, [---] engagements


"@Georg_Pazderski @DrLuetke In dem Fall muss ich die Kritik am RR ausnahmsweise zurckweisen. Alles war transparent die Fragen waren den Moderatoren bekannt und das Publikum in diesem Fall ausnahmsweise neutral. Weidel war ein Totalausfall und sie hat m.E. bewiesen dass sie ein psychisches Thema hat"  
[X Link](https://x.com/anyuser/status/1890351835233275906)  2025-02-14T10:46Z [---] followers, [---] engagements


"@thinkBTO @welt Das wre das logische Ergebnis wenn [--] Prozent der Whler einen Politikwechsel wollen aber eine Partei whlen die es selbstverschuldet nicht in die Regierung schafft. Das wre eine Katastrophe. Der Dank geht dann an alle AfD-Whler. Vollidioten"  
[X Link](https://x.com/anyuser/status/1892479865665810618)  2025-02-20T07:42Z [---] followers, [----] engagements


"$KSPI earnings where reported today.P/E ratio for [----] below [--] and earnings growth of 20% expected for [----]. This growth story is far from over"  
[X Link](https://x.com/anyuser/status/1894032659279450408)  2025-02-24T14:32Z [---] followers, [----] engagements


"I actually expected $CLPT to rise at least 10% after this call. I like to use -14% for additional purchases. One billion dollar market capitalization is only a matter of time. The DaVinci Code $CLPT https://t.co/7gd2IxLFq2 The DaVinci Code $CLPT https://t.co/7gd2IxLFq2"  
[X Link](https://x.com/anyuser/status/1895129091503956349)  2025-02-27T15:09Z [---] followers, [----] engagements


"@SchwanderMurphy That is unrealistic. The F-35 remains vital in Europe as no Western alternative exists. A 5th-generation fighter is essential for penetrating and neutralizing Russian air defensessomething neither the Eurofighter Gripen nor Rafale can achieve"  
[X Link](https://x.com/anyuser/status/1897556352311972067)  2025-03-06T07:54Z [---] followers, [----] engagements


"$CPH.TO Q4 sales and EBITDA were slightly below expectations. Buybacks were announced and Natrobas growth is on track. OpEx (excluding Q4 one-off costs) will drop in [--]. My [----] estimates: $51.5$59M in sales $23$30M EBITDA. Without acquisitions. Story intact"  
[X Link](https://x.com/anyuser/status/1902298090050052391)  2025-03-19T09:56Z [---] followers, [----] engagements


"If todays reactions of numerous biotech stocks are truly due to Marks resignation it raises the question of whether something has gone fundamentally wrong at the FDA. Approvals shouldnt depend on individuals but on transparent criteria. $CAPR $QURE"  
[X Link](https://x.com/anyuser/status/1906714376934998247)  2025-03-31T14:25Z [---] followers, [----] engagements


"@GlobalAffairs @Jaro_rogue The EU would be wise to keep X on a short leash. Americans see free speech differently than Europeansoften tolerating insults lies and incitement. Conspiracy falsehoods and fraud are used here as marketing. X is the anus of civilization"  
[X Link](https://x.com/anyuser/status/1908025894188294272)  2025-04-04T05:16Z [---] followers, [----] engagements


"@buccocapital @Crussian17 American citizens own around [---] million firearms. Its always been said that this would prevent them from ever being oppressed by a foreign power. But as history has shown time and time again oppression doesnt need force it works just as well through propaganda"  
[X Link](https://x.com/anyuser/status/1913828489746145548)  2025-04-20T05:34Z [---] followers, [----] engagements


"@Biohazard3737 Biotechs brutal sentiment and rock-bottom valuations meet a potentially pro-business FDA classic setup for a Munger-style Lollapalooza effect: when multiple positive forces align the outcome isnt linear its explosive"  
[X Link](https://x.com/anyuser/status/1914015751532683429)  2025-04-20T17:58Z [---] followers, [----] engagements


"Back in $KSPI. Storys known EV/FCF [--] 10% yield post-acquisition. Low oil fears are overblown didnt hurt them before. Many legendary investors made fortunes in EMs by going where others were too scared. This is a bet on elite management too"  
[X Link](https://x.com/anyuser/status/1919425471906713877)  2025-05-05T16:14Z [---] followers, [----] engagements


"$KSPI Q1 beat slightly on revenue and net income but missed on TPV and marketplace GMV. Profitability strong but growth slowing. FY25 net income guidance cut to +15% (from 20%).Turkey losses add pressure. Solid quarter but short-term momentum is fading https://ir.kaspi.kz/media/1Q_2025_Results.pdf https://ir.kaspi.kz/media/1Q_2025_Results.pdf"  
[X Link](https://x.com/anyuser/status/1921887025067704565)  2025-05-12T11:15Z [---] followers, [----] engagements


"I further reduced my US exposure today and increased my largest position by far $CPH.TO. Cipher offers significant upside potential of 2-5x. However I have increased it because of the low downside potential. The FCF yield for [----] in the base scenario is 10% with 10-15% growth"  
[X Link](https://x.com/anyuser/status/1927453971293073439)  2025-05-27T19:56Z [---] followers, [----] engagements


"Reduced: $OSCR $EVO $KSPI Sold: $MELI Increased: $CPH.TO $CPH.TO now makes up 1/3 of my portfolio followed by $INTR $HROW $OSCR and $KSPI. Be careful with $OSCR it is promoted on X by no brainers. Top 85% of my portfolio by weighting $CPH.TO $KSPI $OSCR $INTR $CLPT $NOW.V $MELI $HROW $CRNT $EVO (Evotec) Top 85% of my portfolio by weighting $CPH.TO $KSPI $OSCR $INTR $CLPT $NOW.V $MELI $HROW $CRNT $EVO (Evotec)"  
[X Link](https://x.com/anyuser/status/1929488298394657015)  2025-06-02T10:40Z [---] followers, [----] engagements


"@TheLongInvest Well you manipulated the market on Thursday by falsely claiming $OSCR insider buys pre-market when they were actually sales. The stock jumped 3% pre-market then over 15% during the session. You deleted the post just in time. Comments"  
[X Link](https://x.com/anyuser/status/1931359045560263104)  2025-06-07T14:34Z [---] followers, [----] engagements


"@TheLongInvest Even if you can't understand SEC reports Chat GPT can. Recommendation for the next time"  
[X Link](https://x.com/anyuser/status/1931402966688272506)  2025-06-07T17:28Z [---] followers, [---] engagements


"@daltonbrewer For the last [--] years he has announced this for the coming year. Today the first robotaxis are driving in Austin with safety drivers and only in good weather. [--] Chinese start-ups were already this far [--] years ago"  
[X Link](https://x.com/anyuser/status/1937041059655151834)  2025-06-23T06:52Z [---] followers, [---] engagements


"$HFG 1.35B market cap. 2025e: EV/EBITDA 3.9x EV/FCF 12x. Long-term margin goals: 89% EBITDA 45% EBIT 56% FCF. At 7.3B [----] revenue that implies 365M400M EBITDA 290M365M EBIT and 365M440M FCF. strong upside if turnaround holds"  
[X Link](https://x.com/anyuser/status/1938489369758769378)  2025-06-27T06:47Z [---] followers, [----] engagements


"My by far largest position $CPH.TO just executed another major buyback. Reminder: trading at 10x EV/FCF with 1015% growth expected in [----]. Extremely defensive. I couldnt feel more at ease holding this. @ragingbullcap Just hit the wires. Another [------] shares bought in. $12.97 the new floor on $CPH.to https://t.co/GEO4I1Gmdq @ragingbullcap Just hit the wires. Another [------] shares bought in. $12.97 the new floor on $CPH.to https://t.co/GEO4I1Gmdq"  
[X Link](https://x.com/anyuser/status/1940796936866713616)  2025-07-03T15:37Z [---] followers, [----] engagements


"@MitchMartan98 @TheLongInvest Wrong. $OSCR s [----] guidance did not factor in: the end of silver-loading (via new CSR rules) stricter enrollment windows loss of year-round SEPs pre-verification hurdles DACA exclusions or churn from $5 zero-premium auto-enrollee fees. All now law under OBBBA"  
[X Link](https://x.com/anyuser/status/1941538501478187473)  2025-07-05T16:43Z [---] followers, [----] engagements


"@KyleAdamsStocks The claim that Oscars $2.25 EPS target for [----] was calculated without ACA subsidies is false but spreading fast on X. Ive owned Oscar since [----] and know it well nearly all revenue comes from the subsidized ACA market. Without it $OSCR likely wouldnt exist as it does. @MitchMartan98 @TheLongInvest Wrong. $OSCR s [----] guidance did not factor in: the end of silver-loading (via new CSR rules) stricter enrollment windows loss of year-round SEPs pre-verification hurdles DACA exclusions or churn from $5 zero-premium auto-enrollee fees. All now law under OBBBA. @MitchMartan98"  
[X Link](https://x.com/anyuser/status/1941903400209207320)  2025-07-06T16:53Z [---] followers, [----] engagements


"$CPH.TO acquired Natroba for [---] FCF in [--]. Natroba delivers [--] % of Ciphers revenue holds a [--] % FCF margin and is expected to grow [----] % p.a in the . The margin should keep rising through [----] as sales expand while fixed costs stay mostly flat. EV/FCF [--] = 10"  
[X Link](https://x.com/anyuser/status/1946670056940646649)  2025-07-19T20:34Z [---] followers, [----] engagements


"@DeItaone Stop quoting Trump. Every time I read something from him I lose a few brain cells. He is mentally handicapped and so are his voters"  
[X Link](https://x.com/anyuser/status/1947691185625042991)  2025-07-22T16:12Z [---] followers, [---] engagements


"To my American friends: please dont take it the wrong way but I sincerely hope you all had scabies or lice last quarter. And if not fingers crossed for a strong Q3 peak season. Happy Natroba day to all who celebrate. $CPH.TO AH"  
[X Link](https://x.com/anyuser/status/1953454694199705693)  2025-08-07T13:54Z [---] followers, [----] engagements


"Despite solid fundamentals the $CPH.TO stock has been relatively unloved. A $22-23 M FCF for FY25 (with $11M in H1) looks obvious EV/FCF [----]. The path to $33M FCF by [----] is already well underway but that wont be the end. Low risk business"  
[X Link](https://x.com/anyuser/status/1953764105396822354)  2025-08-08T10:23Z [---] followers, [----] engagements


"That is at least interesting. Out of [--] analyst comments on yesterday's data from $VKTX [--] are of the opinion that the sell-off is exaggerated and the data is good only one sees them negatively"  
[X Link](https://x.com/anyuser/status/1958090181006778440)  2025-08-20T08:54Z [---] followers, [----] engagements


"Back in $CRMD. I am mildly surprised by the expectations most people here had for [----]. In my opinion the speculative money is now out and we can invest in an attractive business with a lot of upside potential at an EV/FCF of 8-10"  
[X Link](https://x.com/FelixSchreibe13/status/2009282419522769398)  2026-01-08T15:13Z [---] followers, [----] engagements


"I sold my $CRMD stocks yesterday. I do think that the pipeline is undervalued but pricing after [----] simply belongs in the top hard pile"  
[X Link](https://x.com/FelixSchreibe13/status/2018647158933893612)  2026-02-03T11:26Z [---] followers, [---] engagements


"$BSLN Initiation of two Phase [--] trials expected in [----]. Increase Cresemba in-market sales by 22% year-on-year to USD 445m in the 12-month period ending September 2023; obtain 6-month extension of market exclusivity in the US"  
[X Link](https://x.com/FelixSchreibe13/status/1743654160598229186)  2024-01-06T15:22Z [---] followers, [--] engagements


"On 03.04.24 the FDA will decide on the approval of Basilea Pharmaceutica's $BSLN antibiotic ceftobiprole in the . The drug could be used to treat serious bacterial infections. With a forward P/E of [----] $BSLN is trading at a reasonable price"  
[X Link](https://x.com/FelixSchreibe13/status/1772916626142200310)  2024-03-27T09:20Z [---] followers, [---] engagements


"If approved the antibiotic would be available in the US for treatingStaphylococcus aureusbacteremia (SAB) infections including right-sided infective endocarditis acute bacterial skin and skin structure infections (ABSSSI) and community-acquired bacterial pneumonia (CABP)"  
[X Link](https://x.com/FelixSchreibe13/status/1772916628239298835)  2024-03-27T09:20Z [---] followers, [---] engagements


"$BSLN has already marketed the antibiotic in several European countries as Zevtera and Mabelio for the treatment of hospital-acquired and community-acquired pneumonia $BSLN is seeking to market ceftobiprole in the bacterial infection market predicted to be worth $4.1bn by 24"  
[X Link](https://x.com/FelixSchreibe13/status/1772916630709780603)  2024-03-27T09:20Z [---] followers, [---] engagements


"$BSLN $400m peak sales forecast. Fair Value CHF [---]. Current Price CHF43. Very cheap beacause nobody cares. https://www.calvinepartners.com/basilea-april-2024-zevtera-fda https://www.calvinepartners.com/basilea-april-2024-zevtera-fda"  
[X Link](https://x.com/FelixSchreibe13/status/1789951881285955905)  2024-05-13T09:32Z [---] followers, [---] engagements


"$mob.st Meanwhile Allderma is celebrating the DOZ Apotek "Launch of the year" award for Terclara in Sweden"  
[X Link](https://x.com/FelixSchreibe13/status/1834965180607787288)  2024-09-14T14:39Z [---] followers, [----] engagements


"sales development of Nalox (moberg) after the launch in Sweden Finland Norway and Denmark in fall [----]. In the [--]. full quarter (q4 10) Nalox generated sales of SEK [--] mio. Terclara generated SEK [---] mio in the first full quarter in Sweden alone. Soon #1 in all of europe $mob.st"  
[X Link](https://x.com/FelixSchreibe13/status/1847003720988426684)  2024-10-17T19:56Z [---] followers, [----] engagements


"I'm not sure if I even need to say this but companies like $NOW.V that specialize in data analysis AI and business solutions can benefit significantly if AI models become cheaper"  
[X Link](https://x.com/FelixSchreibe13/status/1886442441315700848)  2025-02-03T15:51Z [---] followers, [----] engagements


"$OSCR plans to at least quadruple its earnings from operations in [----]. Shares fall 20% in post-market trading presumably because sales estimates are missed. Oscar often misses the sales forecast but delivers on profitability. The share price slump is short-lived ✌🏻 I like it"  
[X Link](https://x.com/FelixSchreibe13/status/1886890744813650029)  2025-02-04T21:33Z [---] followers, [----] engagements


"@deedydas Indeed great tool"  
[X Link](https://x.com/FelixSchreibe13/status/1904880124513616034)  2025-03-26T12:56Z [---] followers, [---] engagements


"$CPH.TO Q1: Natroba sales rose to $6.7M (up 3% QoQ) despite seasonally weak Q1. Generated $4.2M in op cash ending with $22M cash (up from $17.8M in Q4); $15M debt repaid post-Q1. EV/FCF [--] at $22M FCF but theyre growing. 10% Buybacks https://www.cipherpharma.com/press-releases/cipher-pharmaceuticals-reports-first-quarter-2025-results-and-announces-15-million-debt-repayment/ https://www.cipherpharma.com/press-releases/cipher-pharmaceuticals-reports-first-quarter-2025-results-and-announces-15-million-debt-repayment/"  
[X Link](https://x.com/FelixSchreibe13/status/1920731663518073322)  2025-05-09T06:44Z [---] followers, [----] engagements


"$INTR [----] targets: 60M clients 30% ROE 30% efficiency ratio. Today: 38M clients 12.9% ROE 48.8% efficiency. If net income hits R$7B (US$1.6/ADS) fair value = US$2532B (1520x P/E) 810x upside vs. todays US$3B market cap. Execution is key"  
[X Link](https://x.com/FelixSchreibe13/status/1921948927651127602)  2025-05-12T15:21Z [---] followers, [---] engagements


"Bought $SUP.L today for the first time: EV/EBITDA [---] no bank debt 15% FCF yield. Profitable growing organically & via M&A. Best of it Management is outstanding at capital allocation acquisitions typically pay for themselves within [--] years. A little $PG in the making"  
[X Link](https://x.com/FelixSchreibe13/status/1940056568042766401)  2025-07-01T14:35Z [---] followers, [----] engagements


"Update for the last month: Sold: $OSCR (21$ will buy it back in the future) Reduced: $INTR $HROW $CLPT Bought: $MATR.TO My biggest positions: $CPH.TO (still 1/3 of my Portfolio) $HROW 🚀 $INTR $KSPI $NOW.V $CRNT $CLPT $MATR.TO All others are currently small positions. Reduced: $OSCR $EVO $KSPI Sold: $MELI Increased: $CPH.TO $CPH.TO now makes up 1/3 of my portfolio followed by $INTR $HROW $OSCR and $KSPI. Be careful with $OSCR it is promoted on X by no brainers. Reduced: $OSCR $EVO $KSPI Sold: $MELI Increased: $CPH.TO $CPH.TO now makes up 1/3 of my portfolio followed by $INTR $HROW $OSCR and"  
[X Link](https://x.com/FelixSchreibe13/status/1944764280986878005)  2025-07-14T14:21Z [---] followers, [----] engagements


"$CPH.TO and $HROW run the same playbook: buy proven niche drugs plug them into a lean commercial platform skip costly Phase-III R&D. Dermatology for Cipher ophthalmology for Harrow. 1/6"  
[X Link](https://x.com/FelixSchreibe13/status/1947548569868673163)  2025-07-22T06:45Z [---] followers, [----] engagements


"If anyone asks whether I regret not rebuying $OSCR at those low levels nope. I sleep better holding $UNH and some $CNC. Id rather walk steady on value ground than ride the shaky waves of a brainless retail herd"  
[X Link](https://x.com/FelixSchreibe13/status/1957533425776161071)  2025-08-18T20:01Z [---] followers, [----] engagements


"1/ $CPH.TO - Aug [--] [----] update w/ CEO Craig Mull. Highlights: 2024: Acquired Natroba (US) for $90M. Fully integrated. Sales & EBITDA more than doubled in [--] months. Debt reduced from $45M $18M in a year. https://youtu.be/qIOWLsfOThcsi=vu_wF4qoFWJlp3dh https://youtu.be/qIOWLsfOThcsi=vu_wF4qoFWJlp3dh"  
[X Link](https://x.com/FelixSchreibe13/status/1961719647981428955)  2025-08-30T09:16Z [---] followers, [----] engagements

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