# ![@inflectionecon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2440446554.png) @inflectionecon The Inflection Economy

The Inflection Economy posts on X about $gtlb, ai, $crl, $epam the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2440446554/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:interactions.svg)

- [--] Week [-------] +492%
- [--] Month [-------] +415%
- [--] Months [-------] +757%
- [--] Year [-------] -8.50%

### Mentions: [--] [#](/creator/twitter::2440446554/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:posts_active.svg)

- [--] Week [--] +65%
- [--] Month [--] +258%
- [--] Months [---] +189%
- [--] Year [---] -11%

### Followers: [------] [#](/creator/twitter::2440446554/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:followers.svg)

- [--] Week [------] +0.43%
- [--] Month [------] +2.20%
- [--] Months [------] +4%
- [--] Year [------] +5.30%

### CreatorRank: [---------] [#](/creator/twitter::2440446554/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  59.03% [finance](/list/finance)  16.67% [technology brands](/list/technology-brands)  12.5% [cryptocurrencies](/list/cryptocurrencies)  11.81% [automotive brands](/list/automotive-brands)  1.39% [countries](/list/countries)  1.39% [currencies](/list/currencies)  0.69%

**Social topic influence**
[$gtlb](/topic/$gtlb) #18, [ai](/topic/ai) 8.33%, [$crl](/topic/$crl) 5.56%, [$epam](/topic/$epam) 5.56%, [$acn](/topic/$acn) 4.86%, [$iot](/topic/$iot) #7, [$clpt](/topic/$clpt) 3.47%, [$dhr](/topic/$dhr) 3.47%, [banger](/topic/banger) 2.78%, [$crm](/topic/$crm) 2.78%

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@agnostoxxx](/creator/undefined) [@blacksailsrsch](/creator/undefined) [@petermantas](/creator/undefined) [@ichlerne2](/creator/undefined) [@openai](/creator/undefined) [@dexerto](/creator/undefined) [@buccocapital](/creator/undefined) [@416perp](/creator/undefined) [@business](/creator/undefined) [@hammerstonemar3](/creator/undefined) [@adhdcapital](/creator/undefined) [@marcslans](/creator/undefined) [@teemacsj](/creator/undefined) [@jasongreenwal12](/creator/undefined) [@hedgie007](/creator/undefined) [@vihsat](/creator/undefined) [@dalibali2](/creator/undefined) [@innocencecapit1](/creator/undefined) [@marceloplima](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. (GTLB)](/topic/$gtlb) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Accenture (ACN)](/topic/$acn) [Helium IOT (IOT)](/topic/$iot) [Danaher Corporation (DHR)](/topic/$dhr) [Salesforce Inc (CRM)](/topic/$crm) [Endava plc American Depositary Shares (DAVA)](/topic/$dava) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [CVS Health Corp (CVS)](/topic/$cvs) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Evotec SE (EVO)](/topic/$evo) [FIVE9, INC. (FIVN)](/topic/$fivn) [Asana, Inc. (ASAN)](/topic/$asan) [Bitcoin (BTC)](/topic/bitcoin) [Datadog Inc (DDOG)](/topic/$ddog) [AMN Healthcare Services (AMN)](/topic/$amn) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Colgate-Palmolive Company (CL)](/topic/$cl) [UnitedHealth Group (UNH)](/topic/$unh) [Eli Lilly and Company (LLY)](/topic/$lly) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Smooth Love Potion (SLP)](/topic/$slp) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Roper Technologies Inc (ROP)](/topic/$rop) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Roblox Corp. (RBLX)](/topic/$rblx) [Snowflake Inc. (SNOW)](/topic/$snow) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Coca-Cola Co (KO)](/topic/$ko) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Clorox Co (CLX)](/topic/$clx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [TransDigm Group, Inc. (TDG)](/topic/$tdg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out"  
[X Link](https://x.com/inflectionecon/status/2011461334299226118)  2026-01-14T15:32Z 11.8K followers, 11.7K engagements


"Were basically seeing violent separation between companies selling "Access" (Seats) and those selling "Outcomes" (Data/Compute). Avoid: Companies relying on generic workflows and headcount growth. Companies like $ASAN $CRM $FIVN (unless they successfully pivot to consumption models). Opportunities: Capital is fleeing deflationary code for inflationary infrastructure. Focus on the companies monetizing data gravity security and compute consumption. Companies like $SNOW (Data Gravity) $DDOG (Observability) $CRWD (Security) $IOT (Physical AI). Wild cards: The hope for the software aggregators is"  
[X Link](https://x.com/inflectionecon/status/2014334660998808029)  2026-01-22T13:49Z 11.8K followers, [----] engagements


"@IchLerne2 Agreed on the premier valuations hence the reset but not sure a bear market is just a blip. Kind of have to go case by case. Check something like $CSU $ROP or $CRM etc. not exactly blips"  
[X Link](https://x.com/inflectionecon/status/2016929131238129854)  2026-01-29T17:39Z 11.7K followers, [---] engagements


"Say what you want but the old Cathie Wood special $ZM up +7.3% while the rest of SaaS bleeds"  
[X Link](https://x.com/inflectionecon/status/2017003205738000764)  2026-01-29T22:33Z 11.7K followers, [----] engagements


"$TWST Q1 [----] earnings: Record revenue and raised guidance despite NGS headwinds. [--]. AI + genomics; [--]. functional interpretation of non-coding DNA; [--]. design-heavy biology. This name is still slept on. Yes $TWST is going higher.the march to +$72 continues Yes $TWST is going higher.the march to +$72 continues"  
[X Link](https://x.com/inflectionecon/status/2018329073164980462)  2026-02-02T14:22Z 11.8K followers, [----] engagements


"Cheap" vs "expensive" feels semantic here. $CSU.TO is high-quality and durable but that doesnt make it cheap. Even ex-SBC FCF youre paying a premium for execution continuity and its not obvious that continuity is easy to underwrite in this environment with like 10+ model releases in the pipeline for Q1 and another 10+ for Q2 etc. etc https://twitter.com/i/web/status/2018390857833914448 https://twitter.com/i/web/status/2018390857833914448"  
[X Link](https://x.com/inflectionecon/status/2018390857833914448)  2026-02-02T18:27Z 11.8K followers, [----] engagements


"Time to be bussin $gtlb Added $GTLB today - $36. https://t.co/TMjrVGeMex Added $GTLB today - $36. https://t.co/TMjrVGeMex"  
[X Link](https://x.com/inflectionecon/status/2019114034826756295)  2026-02-04T18:21Z 11.8K followers, [----] engagements


"Not sure which one is the safe haven tbh Fuck this. Its simply too painful at this point. Im done. Sold all my bitcoin at $63000 and Im pivoting over to full allocation to the SP500. Time to start being able to sleep through the night again like a normal person. Fuck this. Its simply too painful at this point. Im done. Sold all my bitcoin at $63000 and Im pivoting over to full allocation to the SP500. Time to start being able to sleep through the night again like a normal person"  
[X Link](https://x.com/inflectionecon/status/2019571471518167161)  2026-02-06T00:38Z 11.8K followers, [----] engagements


"$RBLX just printed one its best quarters ever: Bookings +70% to $1.92B DAUs +70% to 151.5M and growth is now broadening beyond the top [--] experiences while [----] cohorts look like core users. [----] looking like an investment year (infra/safety/DevEx) with no viral hit assumed in guidance. Company is shifting from a hit-driven game platform to a compounding content economy. The model is being de-risked. $RBLX is transitioning from hit-driven volatility to platform leverage. Full write up 👇 https://t.co/SNYfgkynoF $RBLX is transitioning from hit-driven volatility to platform leverage. Full write"  
[X Link](https://x.com/inflectionecon/status/2019755370898424010)  2026-02-06T12:49Z 11.8K followers, [----] engagements


"ur not long enough $gtlb anon Are you still giga long $GTLB https://t.co/XgDSW19FGo Are you still giga long $GTLB https://t.co/XgDSW19FGo"  
[X Link](https://x.com/inflectionecon/status/2019763951932768294)  2026-02-06T13:23Z 11.8K followers, [----] engagements


"This diagram says the quiet part out loud. Value isn't accruing at the application UI layer anymore it's accruing in the intelligence stack sitting between systems of record and users. SaaS used to win by owning workflows. AI wins by abstracting them. If [--] layers of reasoning context and action sit above the SoR then classic seat-based apps become interchangeable endpoints. The moat shifts from UI data models and orchestration. Thats the SaaS uncertainty shock: multiples were priced for permanent workflow ownership but the future looks like lightweight interfaces powered by agentic systems."  
[X Link](https://x.com/inflectionecon/status/2020243393360666784)  2026-02-07T21:08Z 11.8K followers, [----] engagements


"Most portfolios ask: what happens next Ours asks: what forces persist regardless Five engines not sectors: 1.Machine Infrastructure 2.Physical Constraints 3.Ownership Platforms 4.Duration Mispricing 5.Convex Futures Nowadays certainty is a fragile edge. Survivability adaptability asymmetric exposure matter more. For a write up on our portfolio check out below. https://twitter.com/i/web/status/2020988608547602876 https://twitter.com/i/web/status/2020988608547602876"  
[X Link](https://x.com/inflectionecon/status/2020988608547602876)  2026-02-09T22:30Z 11.8K followers, [----] engagements


"@PythiaR But $MNDYs print tho"  
[X Link](https://x.com/inflectionecon/status/2020990148251447479)  2026-02-09T22:36Z 11.8K followers, [----] engagements


"$DDOG Q4 print is out. Clean execution. 29% YoY growth strong large-customer adds solid FCF. Stock up pre-market. Still earning its premium better than most of its peers. The open questions havent changed though: guidance is cautious EPS leverage matters and the debate is now about durable per-share earnings power not relevance to justify the multiple. https://t.co/UQp2WING41 https://t.co/UQp2WING41"  
[X Link](https://x.com/inflectionecon/status/2021208554057732539)  2026-02-10T13:04Z 11.8K followers, [----] engagements


"@Dexerto Reminder: this is just a v1 beta. We are so early"  
[X Link](https://x.com/inflectionecon/status/2021329761604452597)  2026-02-10T21:05Z 11.8K followers, [--] engagements


"Reminder: this is just a v1 beta. We are so early. An AI company has built a biometric robot designed for human companionship Moya is equipped with body heat dense skin and costs around $173000 https://t.co/20FM0ZX9Dt An AI company has built a biometric robot designed for human companionship Moya is equipped with body heat dense skin and costs around $173000 https://t.co/20FM0ZX9Dt"  
[X Link](https://x.com/inflectionecon/status/2021344602545062194)  2026-02-10T22:04Z 11.8K followers, [----] engagements


"Its dawning on people this architecture were using to build Hazel it can replace any job in wealth management he said in an interview. Usually these are jobs done by entire teams. And theyll be done with AI effectively for $100 a month"  
[X Link](https://x.com/inflectionecon/status/2021389265415045288)  2026-02-11T01:02Z 11.8K followers, [--] engagements


"@buccocapital Its dawning on people this architecture were using to build Hazel it can replace any job in wealth management he said in an interview. Usually these are jobs done by entire teams. And theyll be done with AI effectively for $100 a month. Ooof https://www.bloomberg.com/news/articles/2026-02-11/the-new-ai-stock-trade-is-dumping-any-company-in-its-crosshairs https://www.bloomberg.com/news/articles/2026-02-11/the-new-ai-stock-trade-is-dumping-any-company-in-its-crosshairs"  
[X Link](https://x.com/inflectionecon/status/2021390002098405420)  2026-02-11T01:05Z 11.8K followers, [---] engagements


"$GTLB $IOT Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2021580799716274306)  2026-02-11T13:43Z 11.8K followers, [----] engagements


"You see this in so many software hot takes. In AI time compresses. A 7-month-old expert call is almost a backtest. Cost sensitivity changes with scale. Architecture changes with models. The danger isnt being wrong its being confidently anchored to priors in a regime thats literally rewriting itself one model release after another. https://twitter.com/i/web/status/2021615875493691399 https://twitter.com/i/web/status/2021615875493691399"  
[X Link](https://x.com/inflectionecon/status/2021615875493691399)  2026-02-11T16:02Z 11.8K followers, [---] engagements


"Both can be true. AI can expand margins at the company level and compress them at the industry level. Early adopters earn supernormal returns. Once AI diffuses competition pushes those gains back to customers. AI is deflationary at the task level. Whether its inflationary or deflationary for equity depends on who owns the control point. https://twitter.com/i/web/status/2021617138511888724 https://twitter.com/i/web/status/2021617138511888724"  
[X Link](https://x.com/inflectionecon/status/2021617138511888724)  2026-02-11T16:07Z 11.8K followers, [--] engagements


"$THC just printed a strong Q4. Disciplined ops + margin expansion + steady demand in acute & outpatient care. In a world short on forecastability real-world throughput still pays. Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T"  
[X Link](https://x.com/inflectionecon/status/2021632068426543497)  2026-02-11T17:06Z 11.8K followers, [----] engagements


"Link: https://theinflectioneconomy.substack.com/p/circle-the-convex-future-of-money https://theinflectioneconomy.substack.com/p/circle-the-convex-future-of-money"  
[X Link](https://x.com/inflectionecon/status/2021735372909052212)  2026-02-11T23:57Z 11.8K followers, [---] engagements


"Whats the most exciting long opportunity you are eying in this AI triggered selloff"  
[X Link](https://x.com/inflectionecon/status/2022039716456280450)  2026-02-12T20:06Z 11.8K followers, [--] engagements


"Remember the March [----] COVID selloff Markets didnt crash because earnings declined. They crashed because the future became unknowable. No one knew how bad it would get. No one knew how long it would last. The Fed had tools but not clarity. AI may be creating a similar moment. Not because the damage is visible yet but because investors cant underwrite what comes next. When models break markets dont gently reprice. They liquidate first and figure it out later. This looks like the transition into the Uncertainty Shock. https://twitter.com/i/web/status/2022085646269992981"  
[X Link](https://x.com/inflectionecon/status/2022085646269992981)  2026-02-12T23:09Z 11.8K followers, [---] engagements


"This is disgusting. REALLY doesnt motivate business owners to pay taxes come tax season. cc: @416_Perp https://www.ctvnews.ca/politics/growing-list-of-canadian-politicians-caught-travelling-abroad-despite-pandemic-1.5251039 https://www.ctvnews.ca/politics/growing-list-of-canadian-politicians-caught-travelling-abroad-despite-pandemic-1.5251039"  
[X Link](https://x.com/inflectionecon/status/1345412839419346944)  2021-01-02T16:53Z 11.8K followers, [--] engagements


"The SaaS apocalypse is upon us. In this post we deep dive to explore whether its actually so over or whether there are opportunities. Tickers mentioned: $ASAN $CRM $FIVN $SNOW $DDOG $CRWD $IOT $GTLB $CSU $CSU.TO https://theinflectioneconomy.substack.com/p/the-saas-apocalypse https://theinflectioneconomy.substack.com/p/the-saas-apocalypse"  
[X Link](https://x.com/inflectionecon/status/2013343237700809120)  2026-01-19T20:10Z 11.8K followers, [----] engagements


"$GTLB and $IOT some of our favourite picks 👇 Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2017277009882161589)  2026-01-30T16:41Z 11.8K followers, [----] engagements


"Staples starting to move this year $CHD"  
[X Link](https://x.com/inflectionecon/status/2018749617416884575)  2026-02-03T18:13Z 11.8K followers, [----] engagements


"$PNTG +3% on a nasty day just broke 10/20/50 day MA Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T"  
[X Link](https://x.com/inflectionecon/status/2019479027816313161)  2026-02-05T18:31Z 11.8K followers, [---] engagements


"Managed care basket: $PNTG $ADUS $THC $CVS all green today. $PNTG $THC +3%"  
[X Link](https://x.com/inflectionecon/status/2019479795860406728)  2026-02-05T18:34Z 11.8K followers, [---] engagements


"Adding $GTLB $CRCL here"  
[X Link](https://x.com/inflectionecon/status/2019868241125077094)  2026-02-06T20:18Z 11.8K followers, [----] engagements


"$GTLB I wont even bother doing some math here. Yall arent ready for it. $GTLB https://t.co/m72Q5FrbK2 I wont even bother doing some math here. Yall arent ready for it. $GTLB https://t.co/m72Q5FrbK2"  
[X Link](https://x.com/inflectionecon/status/2020849371445690752)  2026-02-09T13:16Z 11.8K followers, [----] engagements


"$GOOG quietly setting a new standard today. This isnt a benchmark chart. Its a model-destroying event. With AI capabilities moving this fast investors cant anchor to anything. We are losing the ability to underwrite the future. The latest Deep Think moves beyond abstract theory to drive practical applications. Its state-of-the-art on ARC-AGI-2 a benchmark for frontier AI reasoning. On Humanitys Last Exam it sets a new standard tackling the hardest problems across mathematics science and https://t.co/Cm0PYDd2Cn The latest Deep Think moves beyond abstract theory to drive practical applications."  
[X Link](https://x.com/inflectionecon/status/2022108969947607371)  2026-02-13T00:42Z 11.8K followers, [----] engagements


"Staples crushing right now ex-dividend: $CHD +20% $KO +13% $BF.B +18% $JNJ +18% $CL +22% $CLX +24%"  
[X Link](https://x.com/inflectionecon/status/2022113222506295405)  2026-02-13T00:58Z 11.8K followers, [---] engagements


"$CBOE quietly outperforming a lot of classic compounders over the last [--] years at +205% cumulatively ex-dividend. Better than $FICO $CSU $TDG $ICE $UNH etc"  
[X Link](https://x.com/inflectionecon/status/2022321965730533780)  2026-02-13T14:48Z 11.8K followers, [----] engagements


"Its happening $GTLB"  
[X Link](https://x.com/inflectionecon/status/2015442372683841890)  2026-01-25T15:11Z 11.8K followers, 43.1K engagements


"@agnostoxxx Yes yes tell them the SaaS bottom is in. Mention AI efficiencies. Whisper operating leverage. Now explain that the SoR remains sacred and definitely not a glorified cache for an agent. Do it again. https://t.co/pYc54fCb9Q @agnostoxxx Yes yes tell them the SaaS bottom is in. Mention AI efficiencies. Whisper operating leverage. Now explain that the SoR remains sacred and definitely not a glorified cache for an agent. Do it again. https://t.co/pYc54fCb9Q"  
[X Link](https://x.com/inflectionecon/status/2021612991259500733)  2026-02-11T15:51Z 11.8K followers, 86.5K engagements


"Probably the most interesting long in payments and tech right now $CRCL Not $V not $MA Agentic AI wont run on bank wires it will run on programmable dollars and CRCL owns that rail"  
[X Link](https://x.com/inflectionecon/status/2021735370119864534)  2026-02-11T23:57Z 11.8K followers, [----] engagements


"$GTLB $IOT Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2022300688546496821)  2026-02-13T13:23Z 11.8K followers, [----] engagements


"Exactly. The acquisition engine feeds organic growth. Pull back on one and the other feels it. Thats why the calls for buybacks Im seeing right now miss the point. $CSU compounds by acquiring durable cash flows at high ROIC not by timing its own stock. Buybacks only make sense if the pipeline dries up IRRs fall or the stock trades well below intrinsic value. And if thats the case investors may have bigger things to worry about because the model itself may have changed. https://twitter.com/i/web/status/2022327634839904588 https://twitter.com/i/web/status/2022327634839904588"  
[X Link](https://x.com/inflectionecon/status/2022327634839904588)  2026-02-13T15:10Z 11.8K followers, [---] engagements


"Thats close but its still too tidy. The bet isnt that RL on narrow tasks magically generalizes. The bet is that scaling + diverse training + RL on reasoning tasks keeps unlocking broader transfer because it already has. The real question isnt whether RL causes AGI. Its whether scaling suddenly stops working after years of proving skeptics wrong. We're at the point where the burden of proof doesn't seem to be on the model builders anymore. Its on the people calling the top of the curve. Amodei seems to be hinting that. https://twitter.com/i/web/status/2023036270214021246"  
[X Link](https://x.com/inflectionecon/status/2023036270214021246)  2026-02-15T14:06Z 11.8K followers, [---] engagements


"$GNRC upgraded to strong buy at CFRA https://seekingalpha.com/news/4064300-generac-gains-as-cfra-upgrades-to-strong-buy-seeing-recovery-this-year https://seekingalpha.com/news/4064300-generac-gains-as-cfra-upgrades-to-strong-buy-seeing-recovery-this-year"  
[X Link](https://x.com/Logos_LP/status/1755533849147146507)  2024-02-08T10:07Z 10.9K followers, [----] engagements


"$NVO NOVO CEO: . A couple of CEOs from say food companies have been calling me. . They are scared about it. @business $NVO @HammerstoneMar3 https://t.co/ur0vcHtPEF https://t.co/qVAEXKOYET NOVO CEO: . A couple of CEOs from say food companies have been calling me. . They are scared about it. @business $NVO @HammerstoneMar3 https://t.co/ur0vcHtPEF https://t.co/qVAEXKOYET"  
[X Link](https://x.com/Logos_LP/status/1755591172607656263)  2024-02-08T13:55Z 10.9K followers, [----] engagements


"$APD at $200 is interesting even if youre not overly optimistic on their projects. Last time it experienced this kind of drawdown was [----]. Stock returned 7x and dividend grew 4x over next [--] yrs"  
[X Link](https://x.com/Logos_LP/status/1755594097476215257)  2024-02-08T14:07Z 10.7K followers, [----] engagements


"13x LTM and NTM EV/EBITDA for $CRL still isn't particularly demanding"  
[X Link](https://x.com/Logos_LP/status/1755621988075180460)  2024-02-08T15:57Z 10.7K followers, [----] engagements


"$LLY is at 65x EV/EBIT and 125x LTM earnings. Don't forget this is still pharma. Not sure how one makes money on this one in [--] years"  
[X Link](https://x.com/Logos_LP/status/1755632670623604870)  2024-02-08T16:40Z 10.7K followers, 10.8K engagements


"Blast from the past - $ORCL Sept. [--] [----] ER: - First quarter net income increased 111% to $501 million or $0.17 per share - "We are off to our fastest start in six years" said Oracle CEO Larry Ellison -Applications software sales increased 42% to $156 million -Total software license revenue was up 28% to $807 million -"Sales of our new applications software . will just get stronger and stronger throughout the year Strong fundamentals lots of net income and cash flow. Sounds like a "real business". From Sept. [--] [----] to Sept [--] [----] the stock returned 41%"  
[X Link](https://x.com/Logos_LP/status/1757106469084733877)  2024-02-12T18:16Z 10.7K followers, [----] engagements


"$CRL with the double beat. Fun fact: last year their Research Services division spent $52m in capex and generated $154m in operating income. $CRL Q4 '23: Net income: $187.1m EPS: $3.62 Rev: $1.01b Q4 revenue down 7.9% YoY impacted by divestiture & 53rd week in '22. '24 guidance provided. https://t.co/1eXL7bDaol $CRL Q4 '23: Net income: $187.1m EPS: $3.62 Rev: $1.01b Q4 revenue down 7.9% YoY impacted by divestiture & 53rd week in '22. '24 guidance provided. https://t.co/1eXL7bDaol"  
[X Link](https://x.com/Logos_LP/status/1757747161838547278)  2024-02-14T12:42Z 10.7K followers, [----] engagements


"$CRL forecasts strong full-year profit on boost from Noveprim purchase. Monkeys for the win. https://www.reuters.com/business/healthcare-pharmaceuticals/charles-river-forecasts-strong-full-year-profit-boost-noveprim-purchase-2024-02-14/ https://www.reuters.com/business/healthcare-pharmaceuticals/charles-river-forecasts-strong-full-year-profit-boost-noveprim-purchase-2024-02-14/"  
[X Link](https://x.com/Logos_LP/status/1757777685357424784)  2024-02-14T14:43Z 10.7K followers, [----] engagements


"$EPAM with a double beat on top and bottom. Now over $2b in cash on the balance sheet"  
[X Link](https://x.com/Logos_LP/status/1758119526229561626)  2024-02-15T13:22Z 10.9K followers, [----] engagements


"$ZBRA posts recessionary print +12% intraday. An important lesson on expectations. $ZBRA closed the year on a -33% revenue quarter total revenue down 20% for the year. Brutal stuff. Sees market turning mid [----]. https://t.co/M7dqjuBwhd $ZBRA closed the year on a -33% revenue quarter total revenue down 20% for the year. Brutal stuff. Sees market turning mid [----]. https://t.co/M7dqjuBwhd"  
[X Link](https://x.com/Logos_LP/status/1758164106257867214)  2024-02-15T16:19Z 10.9K followers, [----] engagements


"AI adoption bets drive $EPAM revenue forecast above estimates https://www.reuters.com/technology/ai-adoption-bets-drive-epam-revenue-forecast-above-estimates-2024-02-15/ https://www.reuters.com/technology/ai-adoption-bets-drive-epam-revenue-forecast-above-estimates-2024-02-15/"  
[X Link](https://x.com/Logos_LP/status/1758537579840892990)  2024-02-16T17:03Z 10.7K followers, [---] engagements


"$MDT beats top and bottom + raise. $MDT (+4.5% pre) Medtronic PLC (MDT) Raises FY24 Guidance on Strong Q3 Results - gurufocus https://t.co/5FMM1t7Io2 $MDT (+4.5% pre) Medtronic PLC (MDT) Raises FY24 Guidance on Strong Q3 Results - gurufocus https://t.co/5FMM1t7Io2"  
[X Link](https://x.com/Logos_LP/status/1759939698707792073)  2024-02-20T13:54Z 10.8K followers, [----] engagements


"$TMO raises dividend by 11.4% https://seekingalpha.com/news/4069960-thermo-fisher-scientific-inc-declares-0_39-dividend https://seekingalpha.com/news/4069960-thermo-fisher-scientific-inc-declares-0_39-dividend"  
[X Link](https://x.com/Logos_LP/status/1760455179223085541)  2024-02-22T00:03Z 10.8K followers, [----] engagements


"@ADHD_Capital Bit of a complicated ecosystem so would say $CLPT $EVO/ $CRL $DHR $MXCT $WST"  
[X Link](https://x.com/Logos_LP/status/1760711865330528480)  2024-02-22T17:03Z 10.9K followers, [----] engagements


"$DHR raises dividend by 12.5%"  
[X Link](https://x.com/Logos_LP/status/1760713491453755892)  2024-02-22T17:09Z 10.8K followers, [----] engagements


"Flashback to the iconic "Nifty Fifty" of the late 1960s and early 1970s when the prevailing attitude was that the Nifty Fifty were really all you needed to own as an investor"  
[X Link](https://x.com/Logos_LP/status/1762110953238175764)  2024-02-26T13:42Z 10.8K followers, [----] engagements


"$VKTX with strong weight loss data $LLY red. Competition is coming but keep paying 20x sales for $LLY. $VKTX Few minutes later up 65% $VKTX Few minutes later up 65%"  
[X Link](https://x.com/Logos_LP/status/1762456212174430375)  2024-02-27T12:34Z 10.8K followers, [----] engagements


"The CROs $CRL $EVO $ICLR etc. are still quite cheap today"  
[X Link](https://x.com/Logos_LP/status/1762471054444830823)  2024-02-27T13:33Z 10.8K followers, [----] engagements


"@marc_slans @Teemacsj @JasonGreenwal12"  
[X Link](https://x.com/Logos_LP/status/1762652238516744251)  2024-02-28T01:33Z 10.7K followers, [---] engagements


"$APD Honda will introduce a hydrogen fuel cell vehicle that can also be recharged becoming the first Japanese automaker to bring the technology to market per Bloomberg. Honda will introduce a hydrogen fuel cell vehicle that can also be recharged becoming the first Japanese automaker to bring the technology to market per Bloomberg"  
[X Link](https://x.com/Logos_LP/status/1762894682843992139)  2024-02-28T17:37Z 10.8K followers, [----] engagements


"@agnostoxxx As SMCI pumps another 24% just causeThe investment strategy that prints is certainly: The most entertaining outcome is the most likely"  
[X Link](https://x.com/Logos_LP/status/1764689521197637893)  2024-03-04T16:29Z 10.8K followers, [---] engagements


"Get your monkeys while theyre hot $CRL $EVO $CLPT"  
[X Link](https://x.com/Logos_LP/status/1765119201813946545)  2024-03-05T20:56Z 10.8K followers, [----] engagements


"@BlackSailsRsch Highly recommend some primers on the space. Happy to chat offline"  
[X Link](https://x.com/Logos_LP/status/1773041763353014489)  2024-03-27T17:37Z 10.8K followers, [---] engagements


"@hedgie007 $ACN is a diversified gorilla that do a whole host of other services"  
[X Link](https://x.com/Logos_LP/status/1773041886569157113)  2024-03-27T17:38Z 10.7K followers, [---] engagements


"Large enterprises spend an average of $27.5m on digital transformation projects. In [----] Hertz filed a $32m lawsuit against $ACN for not delivering on project goals. $EPAM"  
[X Link](https://x.com/Logos_LP/status/1773046357114187925)  2024-03-27T17:56Z 10.9K followers, [----] engagements


"@VihSat @BlackSailsRsch $CTSH and $INFY arent players in the niche DT segment imo. $ACN has some but is a giant diversified beast in IT services consulting"  
[X Link](https://x.com/Logos_LP/status/1773313459859398918)  2024-03-28T11:37Z 10.7K followers, [---] engagements


"@dalibali2 @InnocenceCapit1 @MarceloPLima Prefer $UNH higher quality + more vertically integrated"  
[X Link](https://x.com/Logos_LP/status/1775310095515111834)  2024-04-02T23:51Z 10.7K followers, [---] engagements


"$UNH UnitedHealth Group double beat: CEO: "Q1 [--] earnings from operations were $7.9B including $872M in unfavorable cyberattack effects" $UNH: +6.9% PM https://t.co/vBIMSGBX4a UnitedHealth Group double beat: CEO: "Q1 [--] earnings from operations were $7.9B including $872M in unfavorable cyberattack effects" $UNH: +6.9% PM https://t.co/vBIMSGBX4a"  
[X Link](https://x.com/Logos_LP/status/1780198539752063474)  2024-04-16T11:36Z 10.9K followers, [----] engagements


"$JBHT (trucking) is an important bellwether for the overall US economy. A double miss on earnings/abnormal seasonal volume declines are something to take note of $JBHT Kaboom🔻 -7% after hours Arguably best of breed operator in trucking. Posted -22% QoQ decline in number of loads in Q1 which was below typical seasonality. Q1 Intermodal down -9% YoY. Complete U-turn in stock back to near October [----] low. https://t.co/vJusO9ZWrP https://t.co/gTbmR9idBI $JBHT Kaboom🔻 -7% after hours Arguably best of breed operator in trucking. Posted -22% QoQ decline in number of loads in Q1 which was below"  
[X Link](https://x.com/Logos_LP/status/1780639293884551659)  2024-04-17T16:47Z 10.9K followers, [----] engagements


"@PythiaR $GNRC"  
[X Link](https://x.com/Logos_LP/status/1780993472201179342)  2024-04-18T16:15Z 10.9K followers, [---] engagements


"Sizeable double beat for $DHR $DHR Danaher Corp Q1 [--] Earnings: - Adj EPS: $1.92 (est $1.71) - Revenue: $5.80B (est $5.63B) - Operations Profit $1.31B (est $1.56B) - Continues To Expect FY Core Rev Will Be Down Low Single Digits Y/YDHR $DHR Danaher Corp Q1 [--] Earnings: - Adj EPS: $1.92 (est $1.71) - Revenue: $5.80B (est $5.63B) - Operations Profit $1.31B (est $1.56B) - Continues To Expect FY Core Rev Will Be Down Low Single Digits Y/YDHR"  
[X Link](https://x.com/Logos_LP/status/1782728425767108757)  2024-04-23T11:09Z 10.8K followers, [----] engagements


"$ZBRA beats top and bottom line raises guidance. +11%. https://finance.yahoo.com/news/zebra-technologies-announces-first-quarter-103000687.html https://finance.yahoo.com/news/zebra-technologies-announces-first-quarter-103000687.html"  
[X Link](https://x.com/Logos_LP/status/1785260012945682630)  2024-04-30T10:48Z 10.9K followers, [----] engagements


"$GNRC: "Gross profit margin was 35.6% as compared to 30.7% in the prior-year first quarter. The increase in gross margin was primarily driven by favorable sales mix production efficiencies and realization of lower input costs." "The Company continues to expect strong operating and free cash flow generation for the full year with free cash flow conversion from adjusted net income of approximately 100%.""  
[X Link](https://x.com/Logos_LP/status/1785757349094797401)  2024-05-01T19:45Z 10.9K followers, [----] engagements


"Double beat for $CRL"  
[X Link](https://x.com/Logos_LP/status/1788531138211848307)  2024-05-09T11:27Z 11K followers, [----] engagements


"Sleepy and moaty $CL quietly up nearly 20% ytd. Business firing on all cylinders"  
[X Link](https://x.com/Logos_LP/status/1788726851503820830)  2024-05-10T00:24Z 10.8K followers, [----] engagements


"A few S&P [---] components that are interesting to watch at the moment: [--]. $CRL: 13x ev/ebit - [--] ebit growth 13% [--]. $EPAM: 10x ev/ebit - [--] ebit growth 11% [--]. $PAYC: 11x ev/ebit - [--] ebit growth 15.5% [--]. $GNRC: 15x ev/ebit - [--] ebit growth 30%"  
[X Link](https://x.com/Logos_LP/status/1802740859097448480)  2024-06-17T16:31Z 10.9K followers, 10.7K engagements


"$ACN: Accenture jumps 8.6% on earnings as the company posted more than $900 million in new generative AI bookings. Starting to see scoping lag lapping for the group. $DAVA $EPAM"  
[X Link](https://x.com/Logos_LP/status/1803776003581313152)  2024-06-20T13:04Z 11.3K followers, 13.2K engagements


"BREAKING NEWS: Nvidia tops the entire value of the global economy and the entire universe. https://www.cnbc.com/2024/06/20/nvidia-tops-the-stock-market-values-of-germany-france-and-the-uk.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2024/06/20/nvidia-tops-the-stock-market-values-of-germany-france-and-the-uk.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/Logos_LP/status/1803809653093978261)  2024-06-20T15:18Z 10.8K followers, [----] engagements


"What stage Steve Eisman the man who bet against subprime ahead of the global financial crisis is pumping NVDA post dip. You cannot make this stuff up"  
[X Link](https://x.com/Logos_LP/status/1805624694223052858)  2024-06-25T15:30Z 10.8K followers, [----] engagements


"RBC on $QURE: "A Tantalizing Signal that We Think Is Worth Pursuing""  
[X Link](https://x.com/Logos_LP/status/1811395457408504020)  2024-07-11T13:41Z 10.9K followers, [----] engagements


"$EPAM upgraded to buy at Jefferies on 'AI boost' https://seekingalpha.com/news/4124634-epam-systems-rises-after-jefferies-upgrade-to-buy-on-ai-boost https://seekingalpha.com/news/4124634-epam-systems-rises-after-jefferies-upgrade-to-buy-on-ai-boost"  
[X Link](https://x.com/Logos_LP/status/1813227176403075156)  2024-07-16T15:00Z 10.9K followers, [----] engagements


"As Mag [--] ETF $MAGS has now entered correction territory friendly reminder that historically the market has not been kind to industries which make large capex investments"  
[X Link](https://x.com/Logos_LP/status/1816101390088810926)  2024-07-24T13:21Z 10.9K followers, [----] engagements


"cut the damn rates $EW $DXCM"  
[X Link](https://x.com/Logos_LP/status/1816574485627072783)  2024-07-25T20:41Z 10.9K followers, [----] engagements


"@ronmortgageguy Welcome to Canada where public sector employment is at present THE core employment growth engine"  
[X Link](https://x.com/Logos_LP/status/1821183399203127494)  2024-08-07T13:55Z 10.9K followers, [---] engagements


"In a recent project for a global pharmaceutical company Morpheus helped reduce a business process from [--] days to less than [--] minutes and is expected to deliver annualized savings of more than $10 million $DAVA"  
[X Link](https://x.com/Logos_LP/status/1836957175685464392)  2024-09-20T02:34Z 11.2K followers, [----] engagements


"We have reached the forceful rate cut stage"  
[X Link](https://x.com/Logos_LP/status/1839267392381145195)  2024-09-26T11:34Z 10.9K followers, [----] engagements


""Accenture rises after Q4 beat amid AI wave upbeat Q1 outlook" $DAVA $EPAM $ACN https://seekingalpha.com/news/4153618-accenture-rises-after-q4-beat-amid-ai-wave-upbeat-q1-outlook https://seekingalpha.com/news/4153618-accenture-rises-after-q4-beat-amid-ai-wave-upbeat-q1-outlook"  
[X Link](https://x.com/Logos_LP/status/1839298919593030055)  2024-09-26T13:40Z 11.2K followers, [----] engagements


"$ATD.TO both current P/E and EV/EBITDA ratios trading below [----] levels"  
[X Link](https://x.com/Logos_LP/status/1841843731978150191)  2024-10-03T14:12Z 11.4K followers, [----] engagements


"$DAVA currently trades at 8.9x [--] p/e on trough earnings as it faces the greatest backlog tailwind since the advent of cloud computing"  
[X Link](https://x.com/Logos_LP/status/1841892085223272739)  2024-10-03T17:24Z 10.9K followers, 15K engagements


"$DHR on the current gene editing RNA environment today"  
[X Link](https://x.com/Logos_LP/status/1848822953162547574)  2024-10-22T20:25Z 11K followers, [----] engagements


"$WST de-stocking might finally be in the rear view mirror $WST West Pharma beats. Co also raises FY guidance and increases dividend 5%. https://t.co/20lwJPgMH1 $WST West Pharma beats. Co also raises FY guidance and increases dividend 5%. https://t.co/20lwJPgMH1"  
[X Link](https://x.com/Logos_LP/status/1849460577866862863)  2024-10-24T14:38Z 11.2K followers, [----] engagements


"$QURE now 20% below RBC's note"  
[X Link](https://x.com/Logos_LP/status/1849834823743045964)  2024-10-25T15:26Z 11.4K followers, [----] engagements


"$SLP VMS modelling software with 80% GM is currently cheap. $600m MC only 20m shares o/s with a buyback program"  
[X Link](https://x.com/Logos_LP/status/1849843564240372042)  2024-10-25T16:00Z 11.4K followers, [----] engagements


"A company weve always admired $AJG with an interesting acquisition: https://finance.yahoo.com/news/arthur-j-gallagher-co-acquires-150000664.html https://finance.yahoo.com/news/arthur-j-gallagher-co-acquires-150000664.html"  
[X Link](https://x.com/Logos_LP/status/1851309669916033025)  2024-10-29T17:06Z 11.2K followers, [----] engagements


"$SLP is attractive here. Sticky VMS with 90% software GM + services that have regulatory capture and pricing power. 5x ntm EV/S 15x '26 ev/ebitda and near 4% FCF yield on double digit ebitda estimate growth. It is currently not facing normalized operations but that is going to change. Stock took a hit for [--] reasons: [--]. Capex year/investment cycle; [--]. New reporting (transition from licensing) and [--]. Pharma spend (macro). These are now in the rear view mirror. From a business perspective the company sells biosimulation vertical software to pharma and the FDA. They are part of the regulatory"  
[X Link](https://x.com/Logos_LP/status/1851330967090192528)  2024-10-29T18:31Z 11.4K followers, 15.6K engagements


"$SYK Stryker with another solid quarter. One of the best managed companies in medtech"  
[X Link](https://x.com/Logos_LP/status/1851419559414366556)  2024-10-30T00:23Z 11.2K followers, [----] engagements


"Full release: https://news.cision.com/cls/r/cls-publishes-interim-report-january---september-2024c4059324 https://news.cision.com/cls/r/cls-publishes-interim-report-january---september-2024c4059324"  
[X Link](https://x.com/Logos_LP/status/1851966395250065758)  2024-10-31T12:36Z 11.4K followers, [----] engagements


"$CTSH who previously didn't call out discretionary financial services IT spend is now calling it out "There is a rebound of discretionary dollars in financial services". "There is uptick in spending in financial services clients" Most vertically exposed to FinServ $DAVA"  
[X Link](https://x.com/Logos_LP/status/1852367917238624388)  2024-11-01T15:11Z 11.2K followers, [----] engagements


"Double beat for $EPAM headcount and utilization recovering well. Next up $DAVA"  
[X Link](https://x.com/Logos_LP/status/1854563251276644708)  2024-11-07T16:35Z 11.2K followers, [----] engagements


"$CMG.TO commenting on their Sharp acquisition and the lens in which they view their acquisition strategy"  
[X Link](https://x.com/Logos_LP/status/1866600835834335243)  2024-12-10T21:48Z 11K followers, [----] engagements


"$CMG.TO on their M&A strategy TAM expansion"  
[X Link](https://x.com/Logos_LP/status/1867638544237244522)  2024-12-13T18:31Z 11K followers, [----] engagements


"@PythiaR The Market Cap of the new crypto meme coin "Fartcoin" is sniffing $1 billion. Meanwhile the Fed is about to cut interest rates again on Wednesday to further pump Normal"  
[X Link](https://x.com/Logos_LP/status/1869001367915987290)  2024-12-17T12:47Z 11.1K followers, [----] engagements


"Blueware hitting north of 20% IRR before any synergies. These IRRs will end up being plucked like candy over the long term $CMG.TO"  
[X Link](https://x.com/Logos_LP/status/1869132724944216167)  2024-12-17T21:29Z 11K followers, [----] engagements


"Good results for $ACN. Digital transformation group should have a strong year $DAVA $EPAM. Accenture CEO: ".a strong start to fiscal 2025." $ACN: +6% Pre-Market https://t.co/r6ovODNmRt Accenture CEO: ".a strong start to fiscal 2025." $ACN: +6% Pre-Market https://t.co/r6ovODNmRt"  
[X Link](https://x.com/Logos_LP/status/1869757648008359962)  2024-12-19T14:52Z 11.3K followers, [----] engagements


"Datacenters may consume between 4.6% and 9.1% of U.S. electricity by 2030"  
[X Link](https://x.com/Logos_LP/status/1869947798608581034)  2024-12-20T03:27Z 11.1K followers, [----] engagements


"Gas demand will be big"  
[X Link](https://x.com/Logos_LP/status/1869948485233172558)  2024-12-20T03:30Z 11.1K followers, [----] engagements


"Nice write up from @agnostoxxx on Biotech $XBI and some thoughts on $MRVI $CLPT and $QURE Always opportunities in what optically appears to be a richly valued market http://shrubstack.com/p/the-bright-s http://shrubstack.com/p/the-bright-s"  
[X Link](https://x.com/Logos_LP/status/1878437396775092265)  2025-01-12T13:42Z 11.2K followers, [----] engagements


"Welcome to [----] in which the incoming president of the most powerful nation on earth drops a memecoin [--] days before entering office. It took #Bitcoin [--] years to reach a $72 billion market cap. $TRUMP did it in two days. And oddly it doesnt even feel like weve hit peak financial nihilism. You can wish that werent the case. You can wish the crypto market would be more sound-minded. More sober. More focused on providing solutions to real problems. More rooted in reasonable valuation methodologies. Less bubble-ish. But I believe those wishes will be left ungranted. At least this cycle. Theres"  
[X Link](https://x.com/Logos_LP/status/1880982296104165428)  2025-01-19T14:15Z 11.2K followers, [----] engagements


"AI will end up being a significant (arguably overwhelming) source of backlog work for $DAVA and $EPAM. The work will be multiples greater than cloud ever was in the 2010s"  
[X Link](https://x.com/Logos_LP/status/1892581168207335498)  2025-02-20T14:24Z 11.3K followers, [----] engagements


"Shooters shooting. $RPID I'm a compounder bro at heart but talking about $TMO $DHR can get boring so here's a FUN topic especially for the micro cap degenerates out there: - in my PA I have a naughty little micro cap called Rapid Micro Biosystems ( $RPID) or as I like to call it RapidCoin. Have https://t.co/9PWXT1VDRO I'm a compounder bro at heart but talking about $TMO $DHR can get boring so here's a FUN topic especially for the micro cap degenerates out there: - in my PA I have a naughty little micro cap called Rapid Micro Biosystems ( $RPID) or as I like to call it RapidCoin. Have"  
[X Link](https://x.com/Logos_LP/status/1895186631466053660)  2025-02-27T18:57Z 11.3K followers, [----] engagements


"Do these gaps close on $GOOG -11% and -15% from here respectively. 🤔"  
[X Link](https://x.com/Logos_LP/status/1895491448600252648)  2025-02-28T15:09Z 11.2K followers, [----] engagements


"@peter_mantas How cute as $NE $VAL and $SDRL are now below or close to their market caps at the time of their emergence from Chapter 11"  
[X Link](https://x.com/Logos_LP/status/1896688153421045923)  2025-03-03T22:24Z 11.2K followers, [---] engagements


"A few quality companies that are worth watching if we get some serious puking: $EPAM $WSC $ENTG $AME $MPWR $WST $GNRC $RGEN Duration is your friend for these names"  
[X Link](https://x.com/Logos_LP/status/1908174765312930017)  2025-04-04T15:08Z 11.3K followers, [----] engagements


"@BioTrader5 $DAVA is great more torque. $EPAM bigger and stickier"  
[X Link](https://x.com/Logos_LP/status/1908210558962123025)  2025-04-04T17:30Z 11.3K followers, [---] engagements


"All of these things are already happening with Canada in recession and currently only a former shade of itself with most economic indicators trending in the wrong direction while the fully pensioned public sector policy makers are uninterested at best in properly leveraging Canadas natural resource balance sheet. And all of this during the AI era which is shaping up to be one characterized by both massive layoffs and massive demand for energy. At this point hard not to see it as negligent for public sector policymakers to ignore or underutilize Canadas national natural resource balance sheet."  
[X Link](https://x.com/Logos_LP/status/1930209400699887848)  2025-06-04T10:25Z 11.3K followers, [---] engagements


"Bioprocessing bag holders seeing $SRPT press release AH"  
[X Link](https://x.com/Logos_LP/status/1945597059886633270)  2025-07-16T21:31Z 11.3K followers, [----] engagements


"@ecommerceshares Dont forget $PDYN at +31.4%"  
[X Link](https://x.com/Logos_LP/status/1945985951798599712)  2025-07-17T23:16Z 11.3K followers, [---] engagements


"First-level thinking is basically still undefeated: $META Buy. $NVDA Buy. $TSLA Buy. $PLTR. Buy. No questions. No nuance. Just vibes. Second-level thinking Great company but overpriced. Essentially hasnt worked consistently in [--] years"  
[X Link](https://x.com/Logos_LP/status/1946948830127145440)  2025-07-20T15:02Z 11.3K followers, [----] engagements


"Looking around for reasonably priced opportunities in a generally pricey tape and $CRM popping out. Funds underweight SaaS as the build vs. buy AI will kill SaaS narrative is picking up + very oversold + trading near valuation lows + potential for sentiment reversal as monetization of AI-solutions improves"  
[X Link](https://x.com/Logos_LP/status/1952815623450280375)  2025-08-05T19:35Z 11.3K followers, [----] engagements


"@aaiwani @akramsrazor Looked at $GTLB. Tough business to get excited about with a lot of uncertainties in fundamentals (industry - AIs impact on developer count and competitive headwinds in the DevSecOps space - $MSFT / GitHub $TEAM etc.) that make it harder to underwrite the risks involved"  
[X Link](https://x.com/Logos_LP/status/1952875586398888380)  2025-08-05T23:33Z 11.3K followers, [---] engagements


"What is this world of daily tariff roulette Lol 🚨TRUMP PLACES TARIFFS ON 1-KG AND 100-OUNCE GOLD BARS "DECISION COULD UPEND THE GLOBAL BULLION MARKET" https://t.co/kKzHJSeKZf 🚨TRUMP PLACES TARIFFS ON 1-KG AND 100-OUNCE GOLD BARS "DECISION COULD UPEND THE GLOBAL BULLION MARKET" https://t.co/kKzHJSeKZf"  
[X Link](https://x.com/Logos_LP/status/1953617389448241192)  2025-08-08T00:40Z 11.3K followers, [----] engagements


"@zerohedge Eyes on the prize. Private credit now ASI later. Maybe $METAs betting that being late to ASI matters more than cash flow ever could"  
[X Link](https://x.com/Logos_LP/status/1953778221243146546)  2025-08-08T11:20Z 11.3K followers, [---] engagements


"Agreed. The real threat to legacy systems of record isnt in-house DIY builds its AI-native platforms that make them feel slow brittle and obsolete. Just like Figma didnt start by replacing every part of $ADBE it started by being the place designers actually wanted to work the winners will become the operational layer users love. $PLTR is another good AI-native example. Doesnt start with rip & replace. Sits on top of the ERP/CRM/ITSM and gradually becomes the system companies actually run the business from. By the time you realize your ERP is just a dumb database feeding Palantir the"  
[X Link](https://x.com/Logos_LP/status/1954549703661543768)  2025-08-10T14:25Z 11.3K followers, [---] engagements


"One of the more grounded takes Ive read lately on where we are in the AI cycle worth the read. Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early [----]. Im still convinced it will take the wider economy yearsmaybe Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early [----]. Im still convinced it"  
[X Link](https://x.com/Logos_LP/status/1954585049254199516)  2025-08-10T16:46Z 11.3K followers, [----] engagements


"@BarrySchwartzBW What also needs to be discussed is that railroads were 63% of the U.S. Stock Market in 1881"  
[X Link](https://x.com/Logos_LP/status/1954678793567879459)  2025-08-10T22:58Z 11.3K followers, [----] engagements


"ButFUND MANAGERS SAY U.S. STOCKS ARE OVERVALUED BOFA SURVEY SHOWS Fund managers say U.S. equities are overvalued according to a record net 91% of investors in Bank of America's global fund manager survey for August. Investors say emerging-market equities are the most undervalued stocks according to a net 49% of fund managers the most since February [----] the survey shows"  
[X Link](https://x.com/Logos_LP/status/1954941707067195861)  2025-08-11T16:23Z 11.3K followers, [---] engagements


"$CLPT Right now it doesnt but while the rest of the market slowly becomes a minefield these growth and margin estimates will start to matter - especially as they get raised. The trifecta of high growth + durability + margin expansion for pure plays doesnt come often (especially in a space with zero love at the moment) and will be priced accordingly in the future"  
[X Link](https://x.com/Logos_LP/status/1955058085174591972)  2025-08-12T00:05Z 11.4K followers, 12.9K engagements


"@aintnothing1234 @peter_mantas Conservatism. As a life science investor youd be pretty happy with 50% growth especially when youre paying nothing for it"  
[X Link](https://x.com/Logos_LP/status/1955063556337975368)  2025-08-12T00:27Z 11.3K followers, [---] engagements


"$CLPT $SLDB $RGNX"  
[X Link](https://x.com/Logos_LP/status/1955401477058597250)  2025-08-12T22:50Z 11.4K followers, [--] engagements


"AI as generational betrayal In the 2020s the young are the ones building AI systems coding the models training the data deploying the tools. They are being asked to betray their own generation undermining their peers livelihoods for the benefit of firms whose gains accrue to older asset-holders. @profplum99"  
[X Link](https://x.com/Logos_LP/status/1963613780471943291)  2025-09-04T14:43Z 11.4K followers, [----] engagements


"@hkuppy Know where we are.Hedge fund manger lurks around Drakes house trying to pump a stock : https://www.bloomberg.com/news/articles/2025-09-27/hedge-fund-guy-lurks-around-drake-s-house-trying-to-pump-a-stock https://www.bloomberg.com/news/articles/2025-09-27/hedge-fund-guy-lurks-around-drake-s-house-trying-to-pump-a-stock"  
[X Link](https://x.com/Logos_LP/status/1972653883810775340)  2025-09-29T13:25Z 11.4K followers, [---] engagements


"@marketplunger1 Have you been watching $ALM How much more juice does this thing have"  
[X Link](https://x.com/Logos_LP/status/1972751006934200785)  2025-09-29T19:51Z 11.4K followers, [---] engagements


"What a market. $clpt meme-ing train is leaving the station $clpt meme-ing train is leaving the station"  
[X Link](https://x.com/Logos_LP/status/1974106584499564948)  2025-10-03T13:37Z 11.4K followers, [----] engagements


"From Bakken to Kurdish pipelines to Mexican deregulation energy will play an important role for global growth. $CVX $XOM $HES $TOT"  
[X Link](https://x.com/Logos_LP/status/468820694889820164)  2014-05-20T18:28Z 11K followers, [--] engagements


"How $DPS is using a distinct #strategy to get ahead of #competitors [--] times the size: http://t.co/SOpmbPRo9U #consumer #investing #growth http://www.logoslp.com/#single-post/cidm/EFF26CD1-9803-4D6B-AA90-03D46B6FE3E2 http://www.logoslp.com/#single-post/cidm/EFF26CD1-9803-4D6B-AA90-03D46B6FE3E2"  
[X Link](https://x.com/Logos_LP/status/545265105651662848)  2014-12-17T17:11Z 11K followers, [--] engagements


"Interesting action in $MCK and $ACN. I'm looking for a breakout over next [--] months. Monitoring $ENH over next month. #stocks"  
[X Link](https://x.com/Logos_LP/status/569554673566248961)  2015-02-22T17:49Z 11K followers, [--] engagements


"$VRSK moving higher. #Analytics will be a place where investors park capital. Is $CNC worth a look Also have my eye on $OPK and $VFC"  
[X Link](https://x.com/Logos_LP/status/570606701491064832)  2015-02-25T15:30Z 11K followers, [--] engagements


"FactSet Research Systems: FactSet Research Systems: A #longterm #growth #opportunity $FDS #stocks via @Logos_LP https://www.logoslp.com/factset-research-systems-creating-a-moat-right-before-our-eyes https://www.logoslp.com/factset-research-systems-creating-a-moat-right-before-our-eyes"  
[X Link](https://x.com/Logos_LP/status/580790686959702017)  2015-03-25T17:57Z 11K followers, [--] engagements


"Defence Contractor With Significant Upside: $HII #Huntington https://logoslp.com/blog/2017/6/24/nyse-hii-defense-contractor-with-significant-upside https://logoslp.com/blog/2017/6/24/nyse-hii-defense-contractor-with-significant-upside"  
[X Link](https://x.com/Logos_LP/status/879324326520074240)  2017-06-26T13:03Z 11.3K followers, [--] engagements

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