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# ![@Kaizen_Investor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1969772663611768832.png) @Kaizen_Investor KaizenInvestor

KaizenInvestor posts on X about $pl, $hims, $ampx, rev the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1969772663611768832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:interactions.svg)

- X Week XXXXXX +6.60%

### Mentions: XX [#](/creator/twitter::1969772663611768832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:posts_active.svg)

- X Week XXX +17%

### Followers: XXX [#](/creator/twitter::1969772663611768832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:followers.svg)

- X Week XXX +34%

### CreatorRank: XXXXXXX [#](/creator/twitter::1969772663611768832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1969772663611768832/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$pl](/topic/$pl) #10, [$hims](/topic/$hims) #304, [$ampx](/topic/$ampx) #9, [rev](/topic/rev) #171, [$stld](/topic/$stld) #13, [$flnc](/topic/$flnc) #26, [tariffs](/topic/tariffs) #1111, [cash flow](/topic/cash-flow) 2.31%, [$crwd](/topic/$crwd) #102, [longterm](/topic/longterm) #846

**Top accounts mentioned or mentioned by**
[@6figurecheck](/creator/undefined) [@investinweston](/creator/undefined) [@3kcomeback](/creator/undefined) [@mattscottcap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@capgainz444](/creator/undefined) [@connorgerrell](/creator/undefined) [@weary_centurion](/creator/undefined) [@networthnotes](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@ironmind001](/creator/undefined) [@dividendlearn](/creator/undefined) [@dividend_learn](/creator/undefined) [@dividenddynasty](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@longoption](/creator/undefined) [@yodastockinvest](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@getfinanceright](/creator/undefined) [@realjgbanks](/creator/undefined)

**Top assets mentioned**
[Planet Labs PBC (PL)](/topic/$pl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [General Electric Company (GE)](/topic/$ge) [Coca-Cola Co (KO)](/topic/$ko) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Palantir (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [GM (GM)](/topic/$gm) [Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)](/topic/$bbva) [RLI Corp. (RLI)](/topic/$rli) [Vonage Holdings Corporation (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Golar LNG Ltd (GLNG)](/topic/$glng) [Agilysys, Inc. Common Stock (DE) (AGYS)](/topic/$agys) [Cummins Inc. (CMI)](/topic/$cmi) [Bloom Energy Corporation (BE)](/topic/$be) [First Solar, Inc. (FSLR)](/topic/$fslr) [Enphase Energy Inc (ENPH)](/topic/$enph) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Beldex (BDX)](/topic/$bdx) [Eli Lilly and Company (LLY)](/topic/$lly) [Open Custody Protocol (OPEN)](/topic/$open) [IREN Limited (IREN)](/topic/$iren) [Oklo Inc. (OKLO)](/topic/$oklo) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Prologis Inc (PLD)](/topic/$pld) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [APX (APX)](/topic/$apx) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Palo Alto Networks Inc (PANW)](/topic/$panw)
### Top Social Posts [#](/creator/twitter::1969772663611768832/posts)
---
Top posts by engagements in the last XX hours

"The revenues of pure-play LNG companies have grown with a 10-year CAGR of XXXXX% total market cap CAGR has grown with 16.7%. (including: $VG $NEXT $GLNG $FLNG.) There is definitely still a lot of room to grow for these companies. Are we at the beginning of an LNG wave"  
[X Link](https://x.com/Kaizen_Investor/status/1976213480136114667) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-09T09:09Z XXX followers, 1344 engagements


"@TheTechInvest $PL XXX% 🟢"  
[X Link](https://x.com/Kaizen_Investor/status/1980269952570413463) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:48Z XXX followers, XXX engagements


"$AGYS once tried to serve a broad set of industries with clunky on-prem software. Then it narrowed its focus to hospitality rebuilt as a cloud platform and became the operating system for hotels & casinos. A tighter focus made the moat deeper"  
[X Link](https://x.com/Kaizen_Investor/status/1972631918568247540) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-09-29T11:57Z XXX followers, XX engagements


"Here are X small-caps you need to know about. They have a revenue CAGR of XX% or more an operating margin of minimum XX% and a positive free cash flow. A thread"  
[X Link](https://x.com/Kaizen_Investor/status/1973652642682548541) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-02T07:33Z XXX followers, XX engagements


"$HEM is Sweden's dominant online property portal demonstrating consistent and strong revenue growth. It operates a highly profitable asset-light business model resulting in exceptionally high and expanding operating margins"  
[X Link](https://x.com/Kaizen_Investor/status/1973652645366906974) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-02T07:33Z XXX followers, XXX engagements


"@EXP_Philosopher Wind: $CADLR solar: $FSLR energy storage almost all have potential Hydrogen has a lot of potential but electrolyzers are costly & big players like $CMI are involved. Wave will go sky high imo but difficult to point one out. Mixed: $BE & $ENPH Nuclear: stay out for now"  
[X Link](https://x.com/Kaizen_Investor/status/1974532308863799321) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-04T17:49Z XXX followers, XX engagements


"@stocksguide_ $UPWK has shown the ability to grow again while $FVRR stays behind at the moment"  
[X Link](https://x.com/Kaizen_Investor/status/1975147128537432208) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-06T10:32Z XXX followers, XXX engagements


"$PL is quietly building the world's most valuable and irreplicable dataset - A time series archive of our planet itself. Planet Labs is surfing on three waves that will define the stock market for years to come: Space economy AI and the environmental wave. A deep dive"  
[X Link](https://x.com/Kaizen_Investor/status/1975652892972359751) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, 7870 engagements


"Were entering a decade where cybersecurity isnt just protection its infrastructure. Every company is becoming digital every system connected and with AI accelerating both innovation and risk the attack surface is exploding. AI will make defenses smarter but it will also make attacks faster stealthier and more scalable. The result A permanent arms race where cybersecurity becomes as fundamental as electricity or the internet itself. $CRWD sits right in the middle of this wave defending the digital world as it transforms under AIs impact"  
[X Link](https://x.com/Kaizen_Investor/status/1978151251318649041) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T17:29Z XXX followers, XX engagements


"$CRWD has grown revenues from $119M in 2018 to $4.4B today a CAGR above 40%. Gross profit margins sit near XX% and free cash flow has exploded to over $1.1B with margins above 30%. This is a textbook SaaS model: massive operating leverage negative working capital and customers who pay upfront for annual subscriptions. In essence CrowdStrikes clients are funding its growth"  
[X Link](https://x.com/Kaizen_Investor/status/1978151254611337293) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T17:29Z XXX followers, XX engagements


"Wall Street hit the panic button on $LVMH but they're missing the golden rule: luxury is timeless. As long as people desire the best $LVMH will reign supreme. The recent dip isn't a red flag; it's a red carpet inviting you to own the king of luxury"  
[X Link](https://x.com/Kaizen_Investor/status/1978367968527413543) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T07:50Z XXX followers, XXX engagements


"@Mr_Derivatives $LVMH will be back in no time"  
[X Link](https://x.com/Kaizen_Investor/status/1978442566551941225) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T12:47Z XXX followers, XXX engagements


"@InvestinWeston @6figurecheck $HIMS and $TMDX (pharma wave) $AMPX and $FLNC (Energy Storage wave). I can only sit back (relax) and hope now"  
[X Link](https://x.com/Kaizen_Investor/status/1978447696772940009) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T13:07Z XXX followers, XXX engagements


"I'm delighted to share that I've reached a significant milestone today💚 Three years ago I bet on a long-term strategy by investing my 30k savings in the stock market. Today that bet paid off as my portfolio surpassed the 100k threshold for the first time📈 My portfolio as of today: XXXX% $PLTR: +485.3% XXX% $RKLB: +242.1% XXX% $HOOD: +292.7% XXX% $PL: +271.7% XXX% $ASMI: +95.5% XXX% $GOOGL: +90.2% XXX% $HIMS: +16.8% XXX% $AMPX: +14.5% XXX% $CRWD: +86.6% XXX% $ASML: +29.9% XXX% $NET: +71.4% XXX% $FLNC: +10.5% XXX% $TMDX: +0.9% XXX% $HOLN: +167.27% XXX% $KNSL: +22.2% XXX% $NU: +29.4% 2.5%:"  
[X Link](https://x.com/Kaizen_Investor/status/1978567884017140194) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T21:05Z XXX followers, XXX engagements


"@StockMKTNewz $PL and $AMPX both -XX% 🙃"  
[X Link](https://x.com/Kaizen_Investor/status/1978935728303161653) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T21:26Z XXX followers, XXX engagements


"The financial sector keeps on delivering this quarter. $FITB with a strong double beat in the third quarter. EPS: $XXXX vs Est. $XXXX 🟢 Revenues: $2301M vs Est. $2277M 🟢 Shares are up X% in pre-market📈"  
[X Link](https://x.com/Kaizen_Investor/status/1979148191141445983) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T11:31Z XXX followers, XX engagements


"2. The Companies: Now we dive into the companies behind this wave. How do they make money how will they ride the wave and what are the risks that could cause them to fall off it In the GLP-1 wave there are three main types of players: the producers of GLP-1 itself ($NVO $LLY $VKTX) the suppliers of auto-injectors ($YPSN $BDX) and the platforms or distributors that sell the drugs ($HIMS). When the potential of this wave is so massive it may seem surprising that only two companies currently supply GLP-1. The main reason is patents. Both $NVO and $LLY hold patents on GLP-1 (I do not know the"  
[X Link](https://x.com/Kaizen_Investor/status/1979223730959086060) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"3. Figures: The first thing I look at is a graph that compares revenue growth with gross profit margin growth. If a company is able to grow both it means they are attracting more customers and those customers are willing to pay more. I do not like using the word moat as I find it very subjective. It only carries weight when someone like Buffett or Munger uses it. To keep things objective I prefer to rely on measurable indicators such as gross profit margin and revenue growth. In the case of $HIMS the company is showing impressive growth in revenue but is struggling to expand its gross profit"  
[X Link](https://x.com/Kaizen_Investor/status/1979223734448803942) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"4. Free Cash Flow: In the end free cash flow is what truly matters. It represents how much money the company has left at the end to reward shareholders. For growth companies like $HIMS it is not the main focus yet but it will become increasingly important in the future. It is important to remember that the free cash flow margin can never exceed the gross profit margin. This gives companies with higher gross profit margins a natural advantage. The scalability of a business determines how closely its free cash flow margin can approach its gross profit margin. $HIMS already has a positive free"  
[X Link](https://x.com/Kaizen_Investor/status/1979223737925881908) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XXX engagements


"4. The Future: To determine a potential price target I use a reverse DCF. Many investors dislike reverse DCF models because the required free cash flow (FCF) growth rates often seem unrealistic. However I prefer this method because it helps me see how much FCF the company would need to generate in absolute terms ten years from now. This gives me a realistic sense of what the market is currently expecting. At the moment for $HIMS to deliver an annual return of XX% its FCF would need to reach $1590 million by 2035. How realistic is that Currently $HIMS has a free cash flow margin of about 7%."  
[X Link](https://x.com/Kaizen_Investor/status/1979223741612560419) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"Conclusion: I have built a clear case and conviction that $HIMS is well positioned to capture my belief in the GLP-1 wave. That is where it all begins with conviction. A belief in a trend that will grow higher and faster than most people expect. From there I look for the best company to ride that wave with the least risk and the highest potential return. Do I care if the CEO tweets too much or sells some shares Not really. Do I care if the COO leaves within six months Not really. What I care about are the fundamentals: growing customer numbers the expiration of GLP-1 patents and the ways"  
[X Link](https://x.com/Kaizen_Investor/status/1979223745375146093) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XXX engagements


"@NighthawkTradez $HIMS will move to $XXX mid-term $XXX long-term"  
[X Link](https://x.com/Kaizen_Investor/status/1979228072441225232) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:48Z XXX followers, XXX engagements


"@danielnewmanUV Bullish long-term on $HIMS"  
[X Link](https://x.com/Kaizen_Investor/status/1979228324711821454) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:49Z XXX followers, XXX engagements


"@6figurecheck Great thread bro everyone has FOMO sometimes. I dont trade in options but I also have it when stocks rise hard like $OPEN $IREN and $OKLO. Hard to keep FOMO out when stocks rise so hard within a year and everyone talking about it on X"  
[X Link](https://x.com/Kaizen_Investor/status/1979290149411524829) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T20:55Z XXX followers, XXX engagements


"A lot of short-term noise around $HIMS but they will be absolutely fine in the long run"  
[X Link](https://x.com/Kaizen_Investor/status/1979397126221168944) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T04:00Z XXX followers, XXX engagements


"@Dividend_Learn How do you like it My wife and I have been to Greece this summer to do some Island hopping. We visited Athens X days on the way back but werent particularly impressed by the city"  
[X Link](https://x.com/Kaizen_Investor/status/1979461998719975507) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T08:18Z XXX followers, XX engagements


"@Dividend_Learn We loved the islands though: Milos Sifnos Naxos. Easy to reach by ferry. But maybe you have done them as well. Enjoy"  
[X Link](https://x.com/Kaizen_Investor/status/1979467786339459290) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T08:41Z XXX followers, XX engagements


"@Dividend_Learn Belgium you"  
[X Link](https://x.com/Kaizen_Investor/status/1979472642743656450) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T09:00Z XXX followers, XX engagements


"@Iron_Mind001 Thanks bro Will have to do some research on $CIFR but will release it next week"  
[X Link](https://x.com/Kaizen_Investor/status/1979598432659546423) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T17:20Z XXX followers, XXX engagements


"@NetWorthNotes Congrats man well deserved"  
[X Link](https://x.com/Kaizen_Investor/status/1979894397379719626) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T12:56Z XXX followers, XX engagements


"@zarieinvests $HIMS can easily go to $XXX long-term"  
[X Link](https://x.com/Kaizen_Investor/status/1979965189467283800) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T17:37Z XXX followers, XXX engagements


"$PLD reports a strong quarter beating EPS ($0.82 vs Est. $0.73)🟢 revenues ($2064 vs Est. $2034)🟢 and raising its 2025 guidance🟢 The logistics giant is expanding into data centers to meet growing power demands. Shares are up X% in pre-market trading 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1978435053559406596) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T12:17Z XXX followers, XXX engagements


"@StockSavvyShay Looking to add some more $PL and $CRWD when they drop to that level"  
[X Link](https://x.com/Kaizen_Investor/status/1976997149843112338) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-11T13:03Z XXX followers, XXX engagements


"@FIREDUpWealth $CRWD $PL and $PLTR"  
[X Link](https://x.com/Kaizen_Investor/status/1976997747711787281) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-11T13:06Z XXX followers, XXX engagements


"Warren Buffett will be a happy man. $DPZ just published a very strong quarter. They have beaten revenue estimates for the first time in at least X quarters. EPS also beats estimates ending at XXXX (Est. 3.98). Shares are up XXX% before opening.🟢"  
[X Link](https://x.com/Kaizen_Investor/status/1978060302232031625) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T11:28Z XXX followers, XXX engagements


"Buffett can be happy with this strong double beat of $APX in Q3. Just like the strong quarter of $LVMH the $APX CEO mentions that high-end consumer spending shows no weakness. Shares are almost unchanged at pre-market"  
[X Link](https://x.com/Kaizen_Investor/status/1979153457928962523) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T11:52Z XXX followers, XX engagements


"@TheRayMyers No space economy Companies like: $PL $ASTS and $RKLB"  
[X Link](https://x.com/Kaizen_Investor/status/1979254102358958225) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T18:32Z XXX followers, XXX engagements


"@Cryptocockatooo I think so as well. Still underrated in my opinion. Do you own $PL shares"  
[X Link](https://x.com/Kaizen_Investor/status/1979597963467911171) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T17:18Z XXX followers, XXX engagements


"Beginning in 2026 Belgium will introduce a capital gains tax that Ill need to pay. Does your country have a similar tax and what rate do they apply"  
[X Link](https://x.com/Kaizen_Investor/status/1979895169031033268) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T12:59Z XXX followers, XXX engagements


"Some thouhts on $HIMS and fundamental analysis 👇"  
[X Link](https://x.com/Kaizen_Investor/status/1979909961359462760) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T13:58Z XXX followers, XXX engagements


"$STLD reports Q3 tomorrow the first full quarter under the XX% steel tariffs. As a domestic producer these tariffs should be a protective wall. Expectations are wide profit margins ("metal spread expansion") and high shipment volumes as they face far less import competition"  
[X Link](https://x.com/Kaizen_Investor/status/1980019367032012816) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T21:12Z XXX followers, XXX engagements


"$FLXS reports Q3 tomorrow showing the other side of the XX% steel tariffs. As a furniture maker steel is a key raw material. Watch gross marginsthey are likely to be squeezed by the spike in input costs. The key question: Could they pass this inflation on to consumers"  
[X Link](https://x.com/Kaizen_Investor/status/1980020760568811558) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T21:18Z XXX followers, XXX engagements


"@_mrlongterm Congrats bro you will make it"  
[X Link](https://x.com/Kaizen_Investor/status/1980333719920791661) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T18:02Z XXX followers, XX engagements


"All cybersecurity companies are up today. $PANW +2.75% $OKTA +2.29% $RBRK +1.64% $NET +2.52% $DDOG +3.7% $CYBR +2.67% $FTNT +1.24% $ZS +0.84% $S +0.56% $CRWD +1.88% There are no losers in this wave"  
[X Link](https://x.com/Kaizen_Investor/status/1975273372381569188) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-06T18:54Z XXX followers, XXX engagements


"@Ashton_1nvests $GOOGL"  
[X Link](https://x.com/Kaizen_Investor/status/1979815118235189533) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T07:41Z XXX followers, XXX engagements


"@weary_centurion These are two entirely different companies. Why are they being compared"  
[X Link](https://x.com/Kaizen_Investor/status/1980184475628978340) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T08:09Z XXX followers, XX engagements


"@blury765 I only have $GOOGL out of this list"  
[X Link](https://x.com/Kaizen_Investor/status/1980553462309089327) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T08:35Z XXX followers, XX engagements


"$GM reports a very strong double beat in Q3 driven by a strong combustion engine (ICE) demand. EPS $XXX vs Est $XXXX 🟢 Rev $45.59B vs Est $45.22B 🟢 $GM raises guidance amid strong ICE demand reassessing near-term EV capacity. Share are up X% before the opening 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1980600439558041867) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T11:41Z XXX followers, XXX engagements


"@meeijer Bought some $TMDX today"  
[X Link](https://x.com/Kaizen_Investor/status/1978204212736483756) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T21:00Z XXX followers, 2231 engagements


"A strong double beat Q3 for $ALV. $ALV is the world's leading supplier of automotive safety systems developing and manufacturing products like airbags seatbelts and steering wheels for major car manufacturers. Shares are down XXX% during pre-market 📉"  
[X Link](https://x.com/Kaizen_Investor/status/1979156971337994306) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T12:06Z XXX followers, XXX engagements


"Double beat for $SLB in Q3: EPS $XXXX vs Est. $0.68🟢 Rev. $8981 vs Est. $8971🟢 $SLB is the world's largest offshore drilling and oilfield services company providing technology and expertise to the energy industry for exploration and production. Shares unchanged pre-market"  
[X Link](https://x.com/Kaizen_Investor/status/1979159978653962422) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T12:18Z XXX followers, XXX engagements


"Euro Stoxx rises over X% this morning📈 Top gainers: $BBVA: Spanish multinational banking group $RHM: German defense and automotive company $IFX: German semiconductor solutions manufacturer $ENR: Manufactures batteries and auto care products Top losers: $SAN: Spanish financial services company $UCG: Italian commercial bank $ISP: Italy's largest banking group"  
[X Link](https://x.com/Kaizen_Investor/status/1980182847269839011) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T08:02Z XXX followers, XXX engagements


"@StockSavvyShay $GOOGL also has exposure to $PL. they have the launch infrastructure via SpaceX and the valuable data via $PL. They're betting on both the rockets and the information they bring back. A total space economy play"  
[X Link](https://x.com/Kaizen_Investor/status/1980237867558531562) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T11:41Z XXX followers, XXX engagements


"@Secrets4stocks @alwayslearni $STLD will report Q3 earnings today. Should we see them benefit from this shift already Or dont you think they will benefit (yet) from this shift"  
[X Link](https://x.com/Kaizen_Investor/status/1980260291813232979) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:10Z XXX followers, XXX engagements


"$STLD reports Q3 earnings tonight. Results will reveal the impact of steel tariffs and gauge industrial auto and construction demand. A key economic bellwether. EPS Exp. $XXXX Rev Exp. $4772 Infographic will be updated updated post-release"  
[X Link](https://x.com/Kaizen_Investor/status/1980313434844701004) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T16:41Z XXX followers, XXX engagements


"$AMPX is up XX% today as its disruptive silicon anode batteries deliver unmatched energy density power and fast charging. They are winning major repeat contracts in defense & aerospace enabling longer flight times and new capabilities for next-gen drones"  
[X Link](https://x.com/Kaizen_Investor/status/1980339002730508793) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T18:23Z XXX followers, XXX engagements


"@DividendDude_X $GOOGL also has exposure to $PL. they have the launch infrastructure via SpaceX and the valuable data via $PL. They're betting on both the rockets and the information they bring back. A total space economy play"  
[X Link](https://x.com/Kaizen_Investor/status/1980371241656807539) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T20:31Z XXX followers, XXX engagements


"$STLD posts a strong double-beat hitting record steel shipments as favorable trade rulings create a "significant tailwind."🟢 The company also achieved major milestones successfully producing its first aluminum flat-rolled products and biocarbon materials ahead of schedule"  
[X Link](https://x.com/Kaizen_Investor/status/1980387860923723855) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T21:37Z XXX followers, XXX engagements


"$FLXS delivers another very strong double beat achieving its 8th consecutive quarter of sales growth and 10th of margin expansion. Execution remains strong but management warns new tariffs will be "highly disruptive" and pose a "material impact" on short-term results"  
[X Link](https://x.com/Kaizen_Investor/status/1980390225378701524) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T21:46Z XXX followers, XXX engagements


"$RLI posts a mixed quarter with an EPS beat but Revenue miss. Disciplined underwriting led to an excellent combined ratio helped by low catastrophe activity. Strong investment income growth fueled a significant surge in book value per share since year-end"  
[X Link](https://x.com/Kaizen_Investor/status/1980395747523826126) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T22:08Z XXX followers, XXX engagements


"Euro Stoxx XX opens neutral this morning. Top gainers: $BBVA: Spanish banking Corp $UCG: Italian commercial bank $SIE: German group for technology and Digitalization Top losers: $BNP: French multinational bank $ABI: Belgian beer conglomerate $BAS: German chemical multinational"  
[X Link](https://x.com/Kaizen_Investor/status/1980540117451436084) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T07:42Z XXX followers, XXX engagements


"$GE will report Q3 earnings later today. They are a key barometer for the market showing demand in aerospace & defense. Results signal industrial sector health and if supply chains are improving. EPS est. $XXXX Rev est. $10314 Infographic will be updated after the release"  
[X Link](https://x.com/Kaizen_Investor/status/1980553228648607861) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T08:34Z XXX followers, XXX engagements


"$GM will report earnings today. They signal consumer health (big purchases) industrial activity and the pace of EV adoption. EPS est. $XXXX Rev est. $45221M Infographic will be updated after the release"  
[X Link](https://x.com/Kaizen_Investor/status/1980557563151413344) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T08:51Z XXX followers, XXX engagements


"@StockSavvyShay $AVGO stacking AI wins"  
[X Link](https://x.com/Kaizen_Investor/status/1980566465381106086) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T09:26Z XXX followers, XXX engagements


"$KO with a strong double beat in Q3 🟢 EPS $XXXX vs Est $XXXX 🟢 Rev $12.5B vs Est $12.44B 🟢 $KO grew revenue margins and market share through its strong portfolio and franchise strategy. Shares are up XXX% before the opening 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1980594913738637318) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T11:19Z XXX followers, XX engagements


"$GE with a double beat in Q3 due to major new engine orders. EPS $XXXX VS Est. $XXXX 🟢 Rev $11.3B VS Est. $10.31B 🟢 Strong results new orders and operational execution drive $GE to raise its annual outlook. Shares are up X% before the bell 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1980597576639607113) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T11:30Z XXX followers, XX engagements


"@TrendSpider"  
[X Link](https://x.com/Kaizen_Investor/status/1980606298807840944) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T12:05Z XXX followers, XX engagements


"Momentum is rebuilding in the energy storage sector which appears poised to retest its 2021 highs. Key stocks like $EOSE $FLNC $AMPX and $ENVX are leading this recovery driving the sector back towards its previous peak"  
[X Link](https://x.com/Kaizen_Investor/status/1980614800469008841) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T12:39Z XXX followers, XXX engagements


"@DutchInvestors Great thread $KNSL is the only insurance company I dare to own. They are a highly dominant player in the E&S market which provides the highest margins"  
[X Link](https://x.com/Kaizen_Investor/status/1978026093933138263) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T09:12Z XXX followers, XXX engagements


"Super interesting and technical analysis about the new Owl satellite of $PL. $PL has a huge future"  
[X Link](https://x.com/Kaizen_Investor/status/1978217046950232220) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T21:51Z XXX followers, XXX engagements


"@TheBrilliantBu1 I have $AMPX and $FLNC in my portfolio. They are certainly worth a look"  
[X Link](https://x.com/Kaizen_Investor/status/1978469239024488699) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T14:33Z XXX followers, XXX engagements


"@thexcapitalist I bought some extra $FLNC and $AMPX today. The energy storage wave will explode in the upcoming years"  
[X Link](https://x.com/Kaizen_Investor/status/1979285451400732958) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T20:36Z XXX followers, 1022 engagements


"Earning season returns next week. We will give some special attention to the following companies: Monday $RLI: Provides specialty property and casualty insurance $STLD: Steelmaker and metal recycler producing sheet and structural steel Tuesday $KO: Manufacturer of soft drinks concentrates syrups alcoholic beverages $GE: Manufacturer of jet engines components and integrated systems $NFLX: Streaming service for TV shows movies and games $ISRG: Manufactures robotic systems for minimally invasive surgery $GM: Manufacturer of cars trucks automotive parts and engines Wednesday $GEV: Generates"  
[X Link](https://x.com/Kaizen_Investor/status/1980015116297920520) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T20:56Z XXX followers, XXX engagements


"With the Euro Stoxx trading in the green and futures pointing higher the $SPY is expected to open in positive territory"  
[X Link](https://x.com/Kaizen_Investor/status/1980236634638647533) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T11:36Z XXX followers, XX engagements


"@mattscottcap @weary_centurion I'm a fan of $UPWK and have owned it but you can't reliably determine which company is a better opportunity by comparing the figures of two completely different businesses. A direct comparison of numbers alone misses the crucial context behind each company's valuation imo"  
[X Link](https://x.com/Kaizen_Investor/status/1980251823324758500) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T12:36Z XXX followers, XX engagements


"@TheRonnieVShow Amazing man What an achievement cant even imagine going sober for a year"  
[X Link](https://x.com/Kaizen_Investor/status/1980265674120339587) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:31Z XXX followers, XX engagements


"I'm more bullish on $PL's strategy primarily due to its powerful synergy with AI. The real value lies in their ability to image the entire planet daily. This creates an unparalleled time-series dataset that is ideal for training machine learning models to recognize patterns trends and anomalies at a global scale. While $SATL's high-resolution imagery is valuable for detailed analysis of specific targets its on-demand model is less suited for the big data requirements of scalable AI"  
[X Link](https://x.com/Kaizen_Investor/status/1980267341683323181) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:38Z XXX followers, XXX engagements


"$FLXS reports Q3 tonight. It has a history of strong double beat earnings. Will be interesting to see how the steel tariffs will change this. Infographic updated post-release"  
[X Link](https://x.com/Kaizen_Investor/status/1980320376132628854) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T17:09Z XXX followers, XX engagements


"@mapleleafinvest Nice portfolio bro. If you had to add a new position what would you be looking into"  
[X Link](https://x.com/Kaizen_Investor/status/1980530689910145440) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T07:04Z XXX followers, XX engagements


"$KO reports Q3 earnings today. Watch closely: the results are a key signal of global consumer health and show if price hikes are hurting sales. EPS exp. $XXXX Rev exp. $12439M Infographic will be updated shortly after the release"  
[X Link](https://x.com/Kaizen_Investor/status/1980548314396536918) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T08:14Z XXX followers, XXX engagements


"@_Investinq Great read This pattern is clockwork. All that structural buying (buybacks funds) means a year-end rally is on"  
[X Link](https://x.com/Kaizen_Investor/status/1980637566950092955) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T14:09Z XXX followers, XX engagements


"@3KComeback almost everything is red haha but $AMPX and $FLNC letting me down the most today"  
[X Link](https://x.com/Kaizen_Investor/status/1980638832753349064) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-21T14:14Z XXX followers, XX engagements