[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @NemoThematic The Thematic Investor The Thematic Investor posts on X about money, chips, $uber, googl the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1946182854532091906/interactions)  - X Week XXXXX +163% - X Month XXXXX +28% ### Mentions: XX [#](/creator/twitter::1946182854532091906/posts_active)  - X Week XX +88% - X Month XXX -XX% ### Followers: XX [#](/creator/twitter::1946182854532091906/followers)  - X Week XX +35% - X Month XX +35% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1946182854532091906/influencer_rank)  ### Social Influence [#](/creator/twitter::1946182854532091906/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [money](/topic/money) 3.45%, [chips](/topic/chips) #760, [$uber](/topic/$uber) #906, [googl](/topic/googl) 1.29%, [brazil](/topic/brazil) #1912, [finance](/topic/finance) 1.29%, [investment](/topic/investment) 1.29%, [tesla](/topic/tesla) 0.86%, [betting](/topic/betting) #1373, [$bp](/topic/$bp) #28 **Top accounts mentioned or mentioned by** [@officialtrwd](/creator/undefined) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [BP p.l.c. (BP)](/topic/$bp) [GSK plc (GSK)](/topic/$gsk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuCypher (NU)](/topic/$nu) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Vertex Protocol (VRTX)](/topic/$vrtx) [BlackRock Inc (BLK)](/topic/blackrock) [Goldman Sachs (GS)](/topic/goldman-sachs) [Planet Labs PBC (PL)](/topic/$pl) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Decentral Games ICE (ICE)](/topic/$ice) [CME Group Inc (CME)](/topic/$cme) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Mobileye Global Inc. Class A Common Stock (MBLY)](/topic/$mbly) [Plexus Corp (PLXS)](/topic/$plxs) [FLEX Coin (FLEX)](/topic/$flex) [Jabil, Inc. (JBL)](/topic/$jbl) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [GM (GM)](/topic/$gm) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Stellantis N.V. (STLA)](/topic/$stla) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [BHP Group Limited (BHP)](/topic/$bhp) [Nexa (NEXA)](/topic/$nexa) ### Top Social Posts [#](/creator/twitter::1946182854532091906/posts) --- Top posts by engagements in the last XX hours "This isn't just about fancy tech anymoreit's commercial reality hitting the streets. The revolution has begun and early movers will capture the biggest rewards. Full analysis here: #AutonomousVehicles #TechInvesting #SelfDriving #Robotaxi #GOOGL #UBER #Waymo" [X Link](https://x.com/NemoThematic/status/1978850739754566121) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements "Here's the kicker: Every autonomous vehicle whether it's Waymo Tesla or your future robot Uber needs the same core tech. LiDAR sensors powerful chips cameras. It's like betting on all the gold miners instead of picking one lucky prospector" [X Link](https://x.com/NemoThematic/status/1978851043623542847) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements "These aren't tourist companies - they've been grinding in Brazil for decades. $BP has been tapping offshore oil since before most of us knew what ESG meant. $BHP's been pulling minerals out of Brazilian soil like they own the place. Because well they kinda do" [X Link](https://x.com/NemoThematic/status/1978389870587342994) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T09:17Z XX followers, XX engagements "$NU is interesting too - mobile-first digital banking reaching millions who were shut out of traditional finance. But the real story is how all these players depend on that same underlying infrastructure stack" [X Link](https://x.com/NemoThematic/status/1976188648337846404) [@NemoThematic](/creator/x/NemoThematic) 2025-10-09T07:31Z XX followers, XX engagements "Everyone thinks bank consolidation is bad news but the merger wave might create the biggest investment opportunity in years A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1976574683571949705) [@NemoThematic](/creator/x/NemoThematic) 2025-10-10T09:05Z XX followers, XX engagements "Three key players are leading this revolution: $GSK with proven regulatory success $VRTX bringing rare disease expertise to advanced delivery systems and $ALKS specializing in mental health injectables where adherence is notoriously difficult" [X Link](https://x.com/NemoThematic/status/1979215123341312237) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T15:57Z XX followers, XX engagements "Want the full breakdown of Goldman's strategic play and what it means for investors Check out the complete analysis: #Investing #Finance #VentureCapital #PrivateMarkets #BlackRock #Goldman #Blackstone" [X Link](https://x.com/NemoThematic/status/1978107868818645442) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "Goldman Sachs just spent nearly $X billion on a company you've never heard of A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1978107809150517752) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "$PL operates swarms of Earth-imaging satellites providing the raw intelligence that feeds these integrated systems. Meanwhile $DRS is adapting traditional defense electronics for the harsh realities of space environments" [X Link](https://x.com/NemoThematic/status/1975213115257049300) [@NemoThematic](/creator/x/NemoThematic) 2025-10-06T14:54Z XX followers, XXX engagements "$KTOS specializes in the unmanned systems and satellite communications that essentially glue these operations together. They're not just making components - they're building the nervous system of modern space defense" [X Link](https://x.com/NemoThematic/status/1975213105471750244) [@NemoThematic](/creator/x/NemoThematic) 2025-10-06T14:54Z XX followers, XX engagements "Europe's dense cities are perfect for robotaxisunlike sprawling American suburbs concentrated demand in London Paris Berlin could make these fleets profitable much faster. The regulatory dominos are starting to fall" [X Link](https://x.com/NemoThematic/status/1978850729939927430) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements "Here's the thing most investors miss: Brazil's real power isn't in So Paulo's financial districtit's in the fields and mines that feed the world. And there's a backdoor way to play it through international small-caps that have made Brazil their operational backbone" [X Link](https://x.com/NemoThematic/status/1978030629972222442) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T09:30Z XX followers, XX engagements "$LRCX provides the specialized etching and layering equipment that turns expensive sheds into actual chip factories. Without their kit you're just burning money on real estate" [X Link](https://x.com/NemoThematic/status/1979218478675447971) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements "$ICE owns the iconic NYSE and collects rent on every blue-chip listing. $NDAQ runs the tech playground where tomorrow's giants debut. $CME operates the world's biggest derivatives casino where everyone hedges their bets" [X Link](https://x.com/NemoThematic/status/1978484151243182328) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:32Z XX followers, XXX engagements "The real winners Companies like $MBLY (Mobileye) that supply vision systems to everyone. They don't care who wins the robotaxi wars they're selling shovels to every digger in the gold rush" [X Link](https://x.com/NemoThematic/status/1978851053400396170) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XXX engagements "The numbers are staggering. The CHIPS Act is throwing $XX billion at domestic production and a single advanced fab can cost $XX billion to build. This isn't just economicsit's national security. Uncle Sam is basically underwriting the risk for private investors" [X Link](https://x.com/NemoThematic/status/1979218458828038527) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, X engagements "The real opportunity isn't in the obvious plays. It's in the unsung heroes: companies like $PLXS $FLEX and $JBL. These are the industrial landlords and skilled technicians of this revolution. When tech giants finally move assembly from Taiwan to Texas these are the firms that get the call" [X Link](https://x.com/NemoThematic/status/1977004521814405517) [@NemoThematic](/creator/x/NemoThematic) 2025-10-11T13:33Z XX followers, XX engagements "POV: You want Brazilian exposure but emerging markets give you trust issues so you buy British Petroleum instead A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1978389851213889844) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T09:17Z XX followers, XX engagements "$GOOG and $GOOGL are making the big moves with Waymo but the supply chain tells a different story. When every car needs the same sensors and semiconductors component makers become the quiet kingmakers of this revolution" [X Link](https://x.com/NemoThematic/status/1978851063034683541) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements "But here's your reality check: private market investing isn't for everyone. Your money can be locked up for years valuations are often more art than science and many of these "unicorns" will eventually crash and burn. Higher interest rates could test these strategies hard" [X Link](https://x.com/NemoThematic/status/1978107858873983410) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "This isn't just venture capital anymore - it's a fundamental shift in how companies finance growth. The secondary market evolved from a niche backroom operation into must-have infrastructure. Major institutions are finally waking up to this massive opportunity" [X Link](https://x.com/NemoThematic/status/1978107848958615637) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "Up to XX% of patients don't take their chronic condition meds as prescribed. That's not just a compliance issueit's costing healthcare systems billions while putting lives at risk. The solution Skip the daily grind entirely" [X Link](https://x.com/NemoThematic/status/1979215103967875220) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T15:57Z XX followers, X engagements "America just approved Micron's $XXX billion chip facility as the great semiconductor reshoring begins A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1979218439550976076) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, X engagements "The great American chip renaissance is just getting started but it's a high-stakes game with massive rewards and equally massive risks. Read the full analysis: #Semiconductors #TechStocks #CHIPS #Manufacturing #TSM #ASML #LRCX" [X Link](https://x.com/NemoThematic/status/1979218497973399960) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, X engagements "These aren't just stocks - they're essential utilities of capitalism. When markets crash and everyone panics Trading volumes actually spike. When bull runs create euphoria More transactions more fees. They literally profit from human emotion" [X Link](https://x.com/NemoThematic/status/1978484160932057477) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:32Z XX followers, XX engagements "Three companies caught in this consolidation crossfire: $CMCSA sits pretty with NBCUniversal content and deep pockets for acquisitions. $WBD just proved its confidence by walking away from deals. $NXST owns something streamers can't touchlocal TV networks with direct advertising pipelines" [X Link](https://x.com/NemoThematic/status/1977737768982716839) [@NemoThematic](/creator/x/NemoThematic) 2025-10-13T14:06Z XX followers, XXX engagements "Meanwhile $NXST's local stations might seem old-school but they're actually genius. While Netflix fights for global eyeballs Nexstar owns the direct line to local communities and their advertising dollars. Sometimes the tortoise beats the hare" [X Link](https://x.com/NemoThematic/status/1977737778709279221) [@NemoThematic](/creator/x/NemoThematic) 2025-10-13T14:06Z XX followers, XX engagements "The numbers are staggering: Alphabet has sunk over $XX billion into Waymo. When a company makes a bet that massive they're not gamblingthey're positioning for domination. Europe's XX million annual car sales represent a market ripe for disruption" [X Link](https://x.com/NemoThematic/status/1978850700797874656) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, X engagements "Here's what most miss: A single automaker's expansion can ignite sector-wide competition. $F and $GM won't sit idle while Stellantis plants its flag in American manufacturing. This competitive pressure could spark a Midwest manufacturing renaissance" [X Link](https://x.com/NemoThematic/status/1978486083315724542) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:40Z XX followers, XX engagements "$GSK just got its long-acting HIV prevention injection approved for NHS reimbursement. When a government health system pays premium prices for convenience and compliance you know something's shifting in the market dynamics" [X Link](https://x.com/NemoThematic/status/1979215113627324815) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T15:57Z XX followers, XX engagements "But here's the reality check: semiconductors are brutally cyclical. Demand can fall off a cliff overnight leaving billion-dollar facilities sitting idle. Asian manufacturers have decades of expertise and scale advantage that won't disappear overnight" [X Link](https://x.com/NemoThematic/status/1979218488351678601) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, X engagements "The secret reason Waymo chose London's chaotic streets will change everything about autonomous driving A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1978850681441137033) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements "Here's the thing most investors miss: while you're trying to pick the next Tesla smart money owns the exchanges where Tesla trades. Every time someone in So Paulo buys Apple stock or a hedge fund dumps Netflix someone collects a fee. That someone The infrastructure players" [X Link](https://x.com/NemoThematic/status/1978484131752215016) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:32Z XX followers, XX engagements "The risk Regulators could cap fees overnight or some fintech upstart could disrupt the game. But here's why that's unlikely: network effects and switching costs create moats wider than the Grand Canyon. Try moving the NYSE somewhere else - good luck with that" [X Link](https://x.com/NemoThematic/status/1978484170700513468) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:32Z XX followers, XX engagements "Fifth Third's XXXX billion Comerica deal just fired the starting pistol. This isn't just another corporate handshake - it's the first tremor before the earthquake. Mid-sized banks are being squeezed from all sides and the brutal truth Scale isn't a luxury anymore it's survival" [X Link](https://x.com/NemoThematic/status/1976574693181104285) [@NemoThematic](/creator/x/NemoThematic) 2025-10-10T09:05Z XX followers, XX engagements "Meanwhile $XPO and $GXO are the logistics specialists actually executing these complex relocations. Think multi-modal transportation tech-enabled warehousing and contract logistics management. These aren't sexy names but they're the essential cogs in the new global machine being built" [X Link](https://x.com/NemoThematic/status/1978115697793204291) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T15:08Z XX followers, XX engagements "Here's the thing: companies like SpaceX and Stripe are staying private for 10-20 years now. Why deal with quarterly earnings calls when you can tap billions in private capital But this creates a massive problem - early investors are sitting on paper fortunes they can't touch" [X Link](https://x.com/NemoThematic/status/1978107819241918656) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "The secret investment strategy Wall Street insiders use: own the tollbooths not the traffic A Thread 🧵" [X Link](https://x.com/NemoThematic/status/1978484122193408003) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:32Z XX followers, XX engagements "$TSM dominates global chip production and sets the benchmark everyone's chasing. They're the undisputed kings of manufacturing with the world's most advanced foundries" [X Link](https://x.com/NemoThematic/status/1979218468969832700) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements "Here's what's wild: Technology costs alone can eat up 8-10% of smaller banks' revenue vs just 3-4% for the giants. A mobile banking platform that barely registers on JPMorgan's balance sheet could absolutely cripple a regional player. The middle ground has vanished" [X Link](https://x.com/NemoThematic/status/1976574702937055379) [@NemoThematic](/creator/x/NemoThematic) 2025-10-10T09:05Z XX followers, XX engagements "Scale becomes a weapon when margins get squeezed. $BUD's global reach and diverse portfolio - from budget lagers to premium ales - lets them absorb hits in one area while pushing advantages in another. Size matters more than ever in this bar brawl" [X Link](https://x.com/NemoThematic/status/1975605548419588107) [@NemoThematic](/creator/x/NemoThematic) 2025-10-07T16:54Z XX followers, XX engagements "When $STLA pledges to increase US production by XX% it's not just about building more cars. It's about creating predictable industrial demand that flows through hundreds of suppliers - from engine blocks to dashboard chips. This isn't consumer whim; it's contractual certainty" [X Link](https://x.com/NemoThematic/status/1978486073580777962) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T15:40Z XX followers, XX engagements "While $GOOGL leads the pack with the most advanced commercial system the real winners might be the suppliers. Think lidar sensors computing chips softwarethe picks and shovels of the robot revolution" [X Link](https://x.com/NemoThematic/status/1978850710566408522) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements "The upside You're not betting on one horse in a crowded race. You're betting on the track itself. Sure there's Brazilian real volatility and regulatory risk but the diversified revenue streams offer better downside protection" [X Link](https://x.com/NemoThematic/status/1976188658018320717) [@NemoThematic](/creator/x/NemoThematic) 2025-10-09T07:31Z XX followers, XX engagements "Here's the kicker: while everyone's focused on the flashy chip brands the real money might be in the picks and shovels. Companies like $ASML make those ridiculously complex lithography machines that cost $200+ million EACH. No machine no chips. It's that simple" [X Link](https://x.com/NemoThematic/status/1979218449084612726) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements "The smart money is watching three key players in this chaos. $SYM is providing the warehouse robots that make expensive Western labor viable again. Their automation tech is essential when you can't rely on cheap Chinese manufacturing anymore" [X Link](https://x.com/NemoThematic/status/1978115688007909800) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T15:08Z XX followers, XX engagements "Waymo just dropped a bombshell: they're launching robotaxis in London. Not some sleepy suburb LONDON. If their AI can navigate black cabs and cycle lanes without having a nervous breakdown this tech is ready for anywhere. This changes everything" [X Link](https://x.com/NemoThematic/status/1978851033867506168) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements "$UBER faces an existential question: adapt or get crushed. Traditional ride-hailing could become obsolete overnight but smart integration with autonomous fleets could save them. It's adapt or die time" [X Link](https://x.com/NemoThematic/status/1978850720255234506) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XXX engagements "The secondary market for private company shares just hit record volumes. It's basically become the "escape hatch" for founders and employees who need to turn their stock options into actual money. Goldman didn't just buy a company - they bought essential financial infrastructure" [X Link](https://x.com/NemoThematic/status/1978107829052424386) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements "Here's the thing about Brazil: it's got XXX million consumers massive oil reserves and enough iron ore to rebuild half the world. But direct investing That's like dating someone whose mood swings could bankrupt you. So smart money looks at $BP $BHP and $SHEL instead" [X Link](https://x.com/NemoThematic/status/1978389860957192520) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T09:17Z XX followers, XX engagements "These aren't your typical Brazilian stocks. Think $LND (farmland acquisition) $LVRO (ag-tech inputs) and $NEXA (zinc mining). They're listed on US exchanges but generate their juice from Brazil's commodity dominance. Smart money less headache" [X Link](https://x.com/NemoThematic/status/1978030639698891075) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T09:30Z XX followers, XX engagements "The real winners Companies building the plumbing: $BLK is scaling alternative investment platforms $GSBD provides capital to middle-market companies avoiding public markets and $BXSL offers specialized lending so private companies can grow without diluting equity" [X Link](https://x.com/NemoThematic/status/1978107839051645432) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@NemoThematic The Thematic Investor
The Thematic Investor posts on X about money, chips, $uber, googl the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +163%
- X Month XXXXX +28%
Mentions: XX #
- X Week XX +88%
- X Month XXX -XX%
Followers: XX #
- X Week XX +35%
- X Month XX +35%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% travel destinations XXXX% exchanges XXXX% currencies XXXX%
Social topic influence money 3.45%, chips #760, $uber #906, googl 1.29%, brazil #1912, finance 1.29%, investment 1.29%, tesla 0.86%, betting #1373, $bp #28
Top accounts mentioned or mentioned by @officialtrwd
Top assets mentioned Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) BP p.l.c. (BP) GSK plc (GSK) Alphabet Inc Class A (GOOGL) NuCypher (NU) Alkermes Inc. plc (ALKS) Vertex Protocol (VRTX) BlackRock Inc (BLK) Goldman Sachs (GS) Planet Labs PBC (PL) Leonardo DRS, Inc. Common Stock (DRS) Kratos Defense & Security Solutions, Inc. (KTOS) Lam Research Corporation (LRCX) Decentral Games ICE (ICE) CME Group Inc (CME) Nasdaq Inc (NDAQ) Mobileye Global Inc. Class A Common Stock (MBLY) Plexus Corp (PLXS) FLEX Coin (FLEX) Jabil, Inc. (JBL) Comcast Corporation (CMCSA) Nexstar Media Group, Inc. Class A Common Stock (NXST) Warner Bros Discovery, Inc. (WBD) GM (GM) Upstart Holdings, Inc. Common stock (UPST) XPO LOGISTICS, INC. (XPO) GXO Logistics, Inc. (GXO) Taiwan Semiconductor (TSM) Stellantis N.V. (STLA) Symbotic Inc. Class A Common Stock (SYM) BHP Group Limited (BHP) Nexa (NEXA)
Top Social Posts #
Top posts by engagements in the last XX hours
"This isn't just about fancy tech anymoreit's commercial reality hitting the streets. The revolution has begun and early movers will capture the biggest rewards. Full analysis here: #AutonomousVehicles #TechInvesting #SelfDriving #Robotaxi #GOOGL #UBER #Waymo"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, XX engagements
"Here's the kicker: Every autonomous vehicle whether it's Waymo Tesla or your future robot Uber needs the same core tech. LiDAR sensors powerful chips cameras. It's like betting on all the gold miners instead of picking one lucky prospector"
X Link @NemoThematic 2025-10-16T15:50Z XX followers, XX engagements
"These aren't tourist companies - they've been grinding in Brazil for decades. $BP has been tapping offshore oil since before most of us knew what ESG meant. $BHP's been pulling minerals out of Brazilian soil like they own the place. Because well they kinda do"
X Link @NemoThematic 2025-10-15T09:17Z XX followers, XX engagements
"$NU is interesting too - mobile-first digital banking reaching millions who were shut out of traditional finance. But the real story is how all these players depend on that same underlying infrastructure stack"
X Link @NemoThematic 2025-10-09T07:31Z XX followers, XX engagements
"Everyone thinks bank consolidation is bad news but the merger wave might create the biggest investment opportunity in years A Thread 🧵"
X Link @NemoThematic 2025-10-10T09:05Z XX followers, XX engagements
"Three key players are leading this revolution: $GSK with proven regulatory success $VRTX bringing rare disease expertise to advanced delivery systems and $ALKS specializing in mental health injectables where adherence is notoriously difficult"
X Link @NemoThematic 2025-10-17T15:57Z XX followers, XX engagements
"Want the full breakdown of Goldman's strategic play and what it means for investors Check out the complete analysis: #Investing #Finance #VentureCapital #PrivateMarkets #BlackRock #Goldman #Blackstone"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"Goldman Sachs just spent nearly $X billion on a company you've never heard of A Thread 🧵"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"$PL operates swarms of Earth-imaging satellites providing the raw intelligence that feeds these integrated systems. Meanwhile $DRS is adapting traditional defense electronics for the harsh realities of space environments"
X Link @NemoThematic 2025-10-06T14:54Z XX followers, XXX engagements
"$KTOS specializes in the unmanned systems and satellite communications that essentially glue these operations together. They're not just making components - they're building the nervous system of modern space defense"
X Link @NemoThematic 2025-10-06T14:54Z XX followers, XX engagements
"Europe's dense cities are perfect for robotaxisunlike sprawling American suburbs concentrated demand in London Paris Berlin could make these fleets profitable much faster. The regulatory dominos are starting to fall"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, XX engagements
"Here's the thing most investors miss: Brazil's real power isn't in So Paulo's financial districtit's in the fields and mines that feed the world. And there's a backdoor way to play it through international small-caps that have made Brazil their operational backbone"
X Link @NemoThematic 2025-10-14T09:30Z XX followers, XX engagements
"$LRCX provides the specialized etching and layering equipment that turns expensive sheds into actual chip factories. Without their kit you're just burning money on real estate"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, XX engagements
"$ICE owns the iconic NYSE and collects rent on every blue-chip listing. $NDAQ runs the tech playground where tomorrow's giants debut. $CME operates the world's biggest derivatives casino where everyone hedges their bets"
X Link @NemoThematic 2025-10-15T15:32Z XX followers, XXX engagements
"The real winners Companies like $MBLY (Mobileye) that supply vision systems to everyone. They don't care who wins the robotaxi wars they're selling shovels to every digger in the gold rush"
X Link @NemoThematic 2025-10-16T15:50Z XX followers, XXX engagements
"The numbers are staggering. The CHIPS Act is throwing $XX billion at domestic production and a single advanced fab can cost $XX billion to build. This isn't just economicsit's national security. Uncle Sam is basically underwriting the risk for private investors"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, X engagements
"The real opportunity isn't in the obvious plays. It's in the unsung heroes: companies like $PLXS $FLEX and $JBL. These are the industrial landlords and skilled technicians of this revolution. When tech giants finally move assembly from Taiwan to Texas these are the firms that get the call"
X Link @NemoThematic 2025-10-11T13:33Z XX followers, XX engagements
"POV: You want Brazilian exposure but emerging markets give you trust issues so you buy British Petroleum instead A Thread 🧵"
X Link @NemoThematic 2025-10-15T09:17Z XX followers, XX engagements
"$GOOG and $GOOGL are making the big moves with Waymo but the supply chain tells a different story. When every car needs the same sensors and semiconductors component makers become the quiet kingmakers of this revolution"
X Link @NemoThematic 2025-10-16T15:50Z XX followers, XX engagements
"But here's your reality check: private market investing isn't for everyone. Your money can be locked up for years valuations are often more art than science and many of these "unicorns" will eventually crash and burn. Higher interest rates could test these strategies hard"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"This isn't just venture capital anymore - it's a fundamental shift in how companies finance growth. The secondary market evolved from a niche backroom operation into must-have infrastructure. Major institutions are finally waking up to this massive opportunity"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"Up to XX% of patients don't take their chronic condition meds as prescribed. That's not just a compliance issueit's costing healthcare systems billions while putting lives at risk. The solution Skip the daily grind entirely"
X Link @NemoThematic 2025-10-17T15:57Z XX followers, X engagements
"America just approved Micron's $XXX billion chip facility as the great semiconductor reshoring begins A Thread 🧵"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, X engagements
"The great American chip renaissance is just getting started but it's a high-stakes game with massive rewards and equally massive risks. Read the full analysis: #Semiconductors #TechStocks #CHIPS #Manufacturing #TSM #ASML #LRCX"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, X engagements
"These aren't just stocks - they're essential utilities of capitalism. When markets crash and everyone panics Trading volumes actually spike. When bull runs create euphoria More transactions more fees. They literally profit from human emotion"
X Link @NemoThematic 2025-10-15T15:32Z XX followers, XX engagements
"Three companies caught in this consolidation crossfire: $CMCSA sits pretty with NBCUniversal content and deep pockets for acquisitions. $WBD just proved its confidence by walking away from deals. $NXST owns something streamers can't touchlocal TV networks with direct advertising pipelines"
X Link @NemoThematic 2025-10-13T14:06Z XX followers, XXX engagements
"Meanwhile $NXST's local stations might seem old-school but they're actually genius. While Netflix fights for global eyeballs Nexstar owns the direct line to local communities and their advertising dollars. Sometimes the tortoise beats the hare"
X Link @NemoThematic 2025-10-13T14:06Z XX followers, XX engagements
"The numbers are staggering: Alphabet has sunk over $XX billion into Waymo. When a company makes a bet that massive they're not gamblingthey're positioning for domination. Europe's XX million annual car sales represent a market ripe for disruption"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, X engagements
"Here's what most miss: A single automaker's expansion can ignite sector-wide competition. $F and $GM won't sit idle while Stellantis plants its flag in American manufacturing. This competitive pressure could spark a Midwest manufacturing renaissance"
X Link @NemoThematic 2025-10-15T15:40Z XX followers, XX engagements
"$GSK just got its long-acting HIV prevention injection approved for NHS reimbursement. When a government health system pays premium prices for convenience and compliance you know something's shifting in the market dynamics"
X Link @NemoThematic 2025-10-17T15:57Z XX followers, XX engagements
"But here's the reality check: semiconductors are brutally cyclical. Demand can fall off a cliff overnight leaving billion-dollar facilities sitting idle. Asian manufacturers have decades of expertise and scale advantage that won't disappear overnight"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, X engagements
"The secret reason Waymo chose London's chaotic streets will change everything about autonomous driving A Thread 🧵"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, XX engagements
"Here's the thing most investors miss: while you're trying to pick the next Tesla smart money owns the exchanges where Tesla trades. Every time someone in So Paulo buys Apple stock or a hedge fund dumps Netflix someone collects a fee. That someone The infrastructure players"
X Link @NemoThematic 2025-10-15T15:32Z XX followers, XX engagements
"The risk Regulators could cap fees overnight or some fintech upstart could disrupt the game. But here's why that's unlikely: network effects and switching costs create moats wider than the Grand Canyon. Try moving the NYSE somewhere else - good luck with that"
X Link @NemoThematic 2025-10-15T15:32Z XX followers, XX engagements
"Fifth Third's XXXX billion Comerica deal just fired the starting pistol. This isn't just another corporate handshake - it's the first tremor before the earthquake. Mid-sized banks are being squeezed from all sides and the brutal truth Scale isn't a luxury anymore it's survival"
X Link @NemoThematic 2025-10-10T09:05Z XX followers, XX engagements
"Meanwhile $XPO and $GXO are the logistics specialists actually executing these complex relocations. Think multi-modal transportation tech-enabled warehousing and contract logistics management. These aren't sexy names but they're the essential cogs in the new global machine being built"
X Link @NemoThematic 2025-10-14T15:08Z XX followers, XX engagements
"Here's the thing: companies like SpaceX and Stripe are staying private for 10-20 years now. Why deal with quarterly earnings calls when you can tap billions in private capital But this creates a massive problem - early investors are sitting on paper fortunes they can't touch"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"The secret investment strategy Wall Street insiders use: own the tollbooths not the traffic A Thread 🧵"
X Link @NemoThematic 2025-10-15T15:32Z XX followers, XX engagements
"$TSM dominates global chip production and sets the benchmark everyone's chasing. They're the undisputed kings of manufacturing with the world's most advanced foundries"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, XX engagements
"Here's what's wild: Technology costs alone can eat up 8-10% of smaller banks' revenue vs just 3-4% for the giants. A mobile banking platform that barely registers on JPMorgan's balance sheet could absolutely cripple a regional player. The middle ground has vanished"
X Link @NemoThematic 2025-10-10T09:05Z XX followers, XX engagements
"Scale becomes a weapon when margins get squeezed. $BUD's global reach and diverse portfolio - from budget lagers to premium ales - lets them absorb hits in one area while pushing advantages in another. Size matters more than ever in this bar brawl"
X Link @NemoThematic 2025-10-07T16:54Z XX followers, XX engagements
"When $STLA pledges to increase US production by XX% it's not just about building more cars. It's about creating predictable industrial demand that flows through hundreds of suppliers - from engine blocks to dashboard chips. This isn't consumer whim; it's contractual certainty"
X Link @NemoThematic 2025-10-15T15:40Z XX followers, XX engagements
"While $GOOGL leads the pack with the most advanced commercial system the real winners might be the suppliers. Think lidar sensors computing chips softwarethe picks and shovels of the robot revolution"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, XX engagements
"The upside You're not betting on one horse in a crowded race. You're betting on the track itself. Sure there's Brazilian real volatility and regulatory risk but the diversified revenue streams offer better downside protection"
X Link @NemoThematic 2025-10-09T07:31Z XX followers, XX engagements
"Here's the kicker: while everyone's focused on the flashy chip brands the real money might be in the picks and shovels. Companies like $ASML make those ridiculously complex lithography machines that cost $200+ million EACH. No machine no chips. It's that simple"
X Link @NemoThematic 2025-10-17T16:10Z XX followers, XX engagements
"The smart money is watching three key players in this chaos. $SYM is providing the warehouse robots that make expensive Western labor viable again. Their automation tech is essential when you can't rely on cheap Chinese manufacturing anymore"
X Link @NemoThematic 2025-10-14T15:08Z XX followers, XX engagements
"Waymo just dropped a bombshell: they're launching robotaxis in London. Not some sleepy suburb LONDON. If their AI can navigate black cabs and cycle lanes without having a nervous breakdown this tech is ready for anywhere. This changes everything"
X Link @NemoThematic 2025-10-16T15:50Z XX followers, XX engagements
"$UBER faces an existential question: adapt or get crushed. Traditional ride-hailing could become obsolete overnight but smart integration with autonomous fleets could save them. It's adapt or die time"
X Link @NemoThematic 2025-10-16T15:49Z XX followers, XXX engagements
"The secondary market for private company shares just hit record volumes. It's basically become the "escape hatch" for founders and employees who need to turn their stock options into actual money. Goldman didn't just buy a company - they bought essential financial infrastructure"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements
"Here's the thing about Brazil: it's got XXX million consumers massive oil reserves and enough iron ore to rebuild half the world. But direct investing That's like dating someone whose mood swings could bankrupt you. So smart money looks at $BP $BHP and $SHEL instead"
X Link @NemoThematic 2025-10-15T09:17Z XX followers, XX engagements
"These aren't your typical Brazilian stocks. Think $LND (farmland acquisition) $LVRO (ag-tech inputs) and $NEXA (zinc mining). They're listed on US exchanges but generate their juice from Brazil's commodity dominance. Smart money less headache"
X Link @NemoThematic 2025-10-14T09:30Z XX followers, XX engagements
"The real winners Companies building the plumbing: $BLK is scaling alternative investment platforms $GSBD provides capital to middle-market companies avoiding public markets and $BXSL offers specialized lending so private companies can grow without diluting equity"
X Link @NemoThematic 2025-10-14T14:37Z XX followers, XX engagements