# ![@NemoThematic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1946182854532091906.png) @NemoThematic The Thematic Investor

The Thematic Investor posts on X about money, ai, investment, stocks the most. They currently have [--] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1946182854532091906/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946182854532091906/c:line/m:interactions.svg)

- [--] Week [-----] +5.10%
- [--] Month [-----] -74%
- [--] Months [------] +1,047%

### Mentions: [--] [#](/creator/twitter::1946182854532091906/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946182854532091906/c:line/m:posts_active.svg)

- [--] Month [--] -76%
- [--] Months [-----] +582%

### Followers: [--] [#](/creator/twitter::1946182854532091906/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946182854532091906/c:line/m:followers.svg)

- [--] Week [--] +4.40%
- [--] Month [--] +20%
- [--] Months [--] +380%

### CreatorRank: [---------] [#](/creator/twitter::1946182854532091906/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946182854532091906/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  #2740 [currencies](/list/currencies) 

**Social topic influence**
[money](/topic/money), [ai](/topic/ai), [investment](/topic/investment), [stocks](/topic/stocks), [business](/topic/business), [uae](/topic/uae), [infrastructure](/topic/infrastructure), [gold](/topic/gold), [brazil](/topic/brazil), [fintech](/topic/fintech)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/tesla) [Mastercard, Inc. (MA)](/topic/$ma) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Boeing Co (BA)](/topic/$ba) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Metadium (META)](/topic/$meta) [BlackCoin (BLK)](/topic/$blk) [Convex Finance (CVX)](/topic/$cvx) [Intel Corporation (INTC)](/topic/$intc) [Procter & Gamble (PG)](/topic/$pg) [GammaSwap (GS)](/topic/$gs) [Eli Lilly and Company (LLY)](/topic/$lly) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Southwest Airlines Co (LUV)](/topic/$luv) [BlackRock Inc (BLK)](/topic/blackrock) [JPMorgan Chase (JPM)](/topic/$jpm) [Exxon Mobil (XOM)](/topic/$xom) [SAP SE (SAP)](/topic/$sap) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Deere & Company (DE)](/topic/$de) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coca-Cola Co (KO)](/topic/$ko) [PepsiCo, Inc. (PEP)](/topic/$pep) [Copiosa Coin (COP2)](/topic/$cop) [Goldman Sachs (GS)](/topic/goldman-sachs) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Unilever plc (UL)](/topic/$ul) [Limitus (LMT)](/topic/$lmt) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nexstar Media Group (NXST) is sitting pretty with the largest TV station footprint in America especially in rural markets where public stations are most vulnerable. They're already there infrastructure ready waiting for displaced viewers to tune in"  
[X Link](https://x.com/NemoThematic/status/1948018040605405310)  2025-07-23T13:51Z [--] followers, [--] engagements


"Meanwhile Fox Corp (FOX) and Comcast (CMCSA) bring serious firepower - national reach plus local presence content libraries that can actually compete with what people loved about public media. It's not about replacing PBS documentaries exactly but offering quality alternatives"  
[X Link](https://x.com/NemoThematic/status/1948018041989570928)  2025-07-23T13:51Z [--] followers, [--] engagements


"When politicians start talking about 'fair trade' smart money checks portfolios. Brazil just got hit with 50% tariffs and suddenly American steel producers like $NUE and $X are sitting pretty. Their production costs didn't budge but their competition just doubled in price overnight"  
[X Link](https://x.com/NemoThematic/status/1948743280151179739)  2025-07-25T13:52Z [--] followers, [--] engagements


"When politicians start talking about 'fair trade' smart money checks portfolios. Brazil just got hit with 50% tariffs and suddenly American steel producers like $NUE and $X are sitting pretty. Their production costs didn't budge but their competition just doubled in price overnight"  
[X Link](https://x.com/NemoThematic/status/1948743289940656593)  2025-07-25T13:53Z [--] followers, [--] engagements


"Missing profitable trades while politicians reshape global markets These 50% Brazilian tariffs just created clear winners A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1948748015197413748)  2025-07-25T14:11Z [--] followers, [--] engagements


"When politicians start talking about 'fair trade' smart money checks portfolios. Brazil just got hit with 50% tariffs and suddenly American steel producers like $NUE and $X are sitting pretty. Their production costs didn't budge but their competition just doubled in price overnight"  
[X Link](https://x.com/NemoThematic/status/1948748024848568617)  2025-07-25T14:11Z [--] followers, [--] engagements


"Here's the kicker: Brazil supplies one-third of global coffee AND dominates iron ore exports. This isn't just about steelentire supply chains are reshuffling. Companies with diversified sourcing networks are about to feast while single-source competitors scramble"  
[X Link](https://x.com/NemoThematic/status/1948748034675773921)  2025-07-25T14:11Z [--] followers, [--] engagements


"$NUE (Nucor) operates the most efficient mini-mills in America recycling scrap into steel. They've been getting hammered by cheap Brazilian imports for years. Now They can raise prices and still look like a bargain"  
[X Link](https://x.com/NemoThematic/status/1948748044331069567)  2025-07-25T14:11Z [--] followers, [--] engagements


"Don't get me wrongtrade wars are messy currencies fluctuate and policies can flip with the next election. But right now there's a clear shift happening. Companies that adapt quickly to fill these supply gaps could see serious gains"  
[X Link](https://x.com/NemoThematic/status/1948748063746445749)  2025-07-25T14:11Z [--] followers, [--] engagements


"Want the full breakdown on which stocks are positioned to win I've been tracking these tariff tremors and the opportunities are getting clearer. Deep dive here: https://explore.nemo.money/us-brazil-tariff-tremors https://explore.nemo.money/us-brazil-tariff-tremors"  
[X Link](https://x.com/NemoThematic/status/1948748073485619446)  2025-07-25T14:12Z [--] followers, [--] engagements


"Two railroad giants might be getting into bed together to create America's first coast-to-coast rail empire since the Wild West A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1949351064790049032)  2025-07-27T06:08Z [--] followers, [--] engagements


"Here's what's wild: Union Pacific and Norfolk Southern together would control an estimated 40% of America's freight rail capacity. That's not just market dominance that's reshaping how goods move across the entire country"  
[X Link](https://x.com/NemoThematic/status/1949351074315358578)  2025-07-27T06:08Z [--] followers, [--] engagements


"The real kicker This would be the first true transcontinental railroad network in the modern era. Imagine shipping from LA ports to New York docks without switching companies mid-journey. Shippers are practically drooling over this"  
[X Link](https://x.com/NemoThematic/status/1949351084016726394)  2025-07-27T06:08Z [--] followers, [--] engagements


"But here's where it gets interesting for investors: $UNP dominates [--] western states $NSC rules [--] eastern ones. The integration alone could create years of demand for railcar manufacturers and tech companies"  
[X Link](https://x.com/NemoThematic/status/1949351093646893349)  2025-07-27T06:08Z [--] followers, [--] engagements


"Meanwhile $CSX is sitting pretty as the main eastern competitor. Smart shippers won't want all their eggs in one transcontinental basket so CSX could see a massive influx of business from companies hedging their supply chain risks"  
[X Link](https://x.com/NemoThematic/status/1949351103318896681)  2025-07-27T06:08Z [--] followers, [--] engagements


"The robotaxi revolution will create massive wealth for early investors or leave them watching from the sidelines A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1949356161850835081)  2025-07-27T06:28Z [--] followers, [--] engagements


"Tesla just unleashed self-driving cars on San Francisco's chaotic streets. This isn't just another Silicon Valley stunt it's a signal that autonomous vehicles are shifting from expensive experiments to commercial reality. The gold rush has begun"  
[X Link](https://x.com/NemoThematic/status/1949356171430707622)  2025-07-27T06:28Z [--] followers, [--] engagements


"Here's what caught my attention: Before you can get Eli Lilly's new Alzheimer's drug you MUST pass through genetic testing and brain imaging. This isn't optional - it's required by law. Every single patient becomes a recurring customer for these services"  
[X Link](https://x.com/NemoThematic/status/1949361053541736694)  2025-07-27T06:47Z [--] followers, [--] engagements


"Think about it: A drug patent expires in [--] years but genetic screening That's needed for every new patient forever. Companies like Illumina ($ILMN) suddenly become the tollbooth operators on the road to treatment"  
[X Link](https://x.com/NemoThematic/status/1949361063213875413)  2025-07-27T06:47Z [--] followers, [--] engagements


"Here's the thing about premium brands: they can literally charge more while selling less and STILL increase profits. Heineken just proved this beer volumes down profits up. That's not luck that's pricing power in action"  
[X Link](https://x.com/NemoThematic/status/1949713730301808757)  2025-07-28T06:09Z [--] followers, [--] engagements


"While we're loyalty-buying our way through Western supermarkets there's a massive wave building elsewhere. Rising middle classes in emerging markets are just discovering these global brands we take for granted. That's where the real growth lives"  
[X Link](https://x.com/NemoThematic/status/1949713739948642487)  2025-07-28T06:09Z [--] followers, [--] engagements


"$KO has been the master of this playbook for decades. They've built such strong brand loyalty that people will pay premium prices even during tough times. Plus their dividend track record speaks volumes about cash flow consistency"  
[X Link](https://x.com/NemoThematic/status/1949713749570363889)  2025-07-28T06:09Z [--] followers, [--] engagements


"$PEP and $PG follow similar scripts diversified global reach premium positioning and the ability to adapt without losing their core appeal. These aren't just consumer companies they're cash flow machines with geographic diversification built in"  
[X Link](https://x.com/NemoThematic/status/1949713759217353171)  2025-07-28T06:09Z [--] followers, [--] engagements


"Big Pharma is basically doing that thing where you spend way too much money shopping but somehow convince yourself it's an investment A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1949718794290483644)  2025-07-28T06:29Z [--] followers, [--] engagements


"GSK just dropped $500M on a Chinese respiratory drug like it was pocket change. That's not just another deal it's a flare shot into the night sky signalling that Western pharma giants are officially panic-shopping for their next blockbusters"  
[X Link](https://x.com/NemoThematic/status/1949718803899687076)  2025-07-28T06:29Z [--] followers, [--] engagements


"Harley-Davidson just proved this point spectacularly. They're negotiating to sell a stake in their financing arm for $5 billion. When a motorcycle lender can command that kind of valuation you have to wonder what Ford's finance empire is really worth as a standalone entity"  
[X Link](https://x.com/NemoThematic/status/1950081290436268250)  2025-07-29T06:29Z [--] followers, [--] engagements


"Big pharma companies are now partnering with private equity to fast-track drug development creating new investment opportunities A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1950085949246816589)  2025-07-29T06:48Z [--] followers, [--] engagements


"Bristol Myers Squibb just spun out their immunology assets with Bain Capital for $300M. Why Because trying to move quickly inside a massive pharma company is like teaching a whale to tap dance. The old model is broken and they know it"  
[X Link](https://x.com/NemoThematic/status/1950085958876959174)  2025-07-29T06:48Z [--] followers, [--] engagements


"Contract research organizations are hitting the jackpot too. When private equity money floods in someone has to run all those accelerated clinical trials. These behind-the-scenes players become essential infrastructure"  
[X Link](https://x.com/NemoThematic/status/1950085987746386384)  2025-07-29T06:48Z [--] followers, [--] engagements


"Yes drug development is still risky as hell - clinical trials fail regularly. But this strategic shift from big pharma is undeniable. They're trading bureaucratic bloat for agile well-funded partnerships that actually want results"  
[X Link](https://x.com/NemoThematic/status/1950085997422637306)  2025-07-29T06:48Z [--] followers, [--] engagements


"The entire ecosystem is getting a boost from this trend. Want the full breakdown on how to play this pharma-PE convergence Here's the complete analysis: https://explore.nemo.money/insights/pharmas-private-equity-pivot-the-immunology-opportunity https://explore.nemo.money/insights/pharmas-private-equity-pivot-the-immunology-opportunity"  
[X Link](https://x.com/NemoThematic/status/1950086007040139553)  2025-07-29T06:48Z [--] followers, [--] engagements


"Global energy markets face chaos as 100% tariff threat disrupts Russian oil supply chains - smart investors pivot to stable producers A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1950458537496215657)  2025-07-30T07:28Z [--] followers, [--] engagements


"Here's the kicker: when you threaten to slap a 100% tariff on Russian oil buyers you're not just making a political statement. You're about to redirect [--] million barrels per day of global demand. That oil doesn't just disappear - it needs a new home and fast"  
[X Link](https://x.com/NemoThematic/status/1950458547218600207)  2025-07-30T07:28Z [--] followers, [--] engagements


"The timeline is what makes this fascinating. We're talking 10-12 days for Russia to change course on Ukraine or major buyers like China and India face economic calamity when trading with America. That's not a vague threat - it's a ticking clock creating immediate market pressure"  
[X Link](https://x.com/NemoThematic/status/1950458556970336523)  2025-07-30T07:28Z [--] followers, [--] engagements


"So where does all that scrambling demand go Companies like ConocoPhillips ($COP) with its sprawling US operations suddenly look like safe harbors. They're sitting pretty in politically stable regions ready to pump"  
[X Link](https://x.com/NemoThematic/status/1950458566688571535)  2025-07-30T07:28Z [--] followers, [---] engagements


"Then you've got BP ($BP) - a century-old giant that knows how to redirect a tanker or two when global supply chains go haywire. And Equinor ($EQNR) Norway's state-controlled behemoth perfectly positioned as Europe frantically seeks Russian energy alternatives"  
[X Link](https://x.com/NemoThematic/status/1950458576268378199)  2025-07-30T07:28Z [--] followers, [--] engagements


"This isn't your typical long-term investment thesis. It's pure event-driven opportunity - a 12-day fuse creating potential for swift decisive market reactions. The beauty lies in its surgical precision: betting on supply chain disruption not the entire energy sector"  
[X Link](https://x.com/NemoThematic/status/1950458585860706645)  2025-07-30T07:28Z [--] followers, [--] engagements


"Of course this is geopolitical poker at its finest. One diplomatic breakthrough could send these premiums tumbling overnight. But for those with steel nerves and open eyes it's a fascinating play on political theatre. Full analysis: #EnergyMarkets #OilStocks #GeopoliticalInvesting #EventDriven #BP #COP #EQNR https://explore.nemo.money/insights/energy-markets-on-edge-the-tariff-threat https://explore.nemo.money/insights/energy-markets-on-edge-the-tariff-threat https://explore.nemo.money/insights/energy-markets-on-edge-the-tariff-threat"  
[X Link](https://x.com/NemoThematic/status/1950458595658662204)  2025-07-30T07:29Z [--] followers, [--] engagements


"FDA's secret shift toward gene therapy reveals untapped investment opportunities most investors are missing A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1950458792044269707)  2025-07-30T07:29Z [--] followers, [--] engagements


"The FDA just gave Sarepta Therapeutics the green light after previously putting their gene therapy on ice. This isn't just one company getting lucky - it's a signal flare showing regulators are ditching rigid box-ticking for pragmatic decision-making especially for diseases with no other options"  
[X Link](https://x.com/NemoThematic/status/1950458801745768807)  2025-07-30T07:29Z [--] followers, [--] engagements


"Here's the counterintuitive part: rare diseases are becoming the golden ticket. When you're the only hope for desperate patients you can command eye-watering prices. Insurers will pay a fortune for a one-time cure because it's often cheaper than a lifetime of expensive care"  
[X Link](https://x.com/NemoThematic/status/1950458811640119796)  2025-07-30T07:29Z [--] followers, [--] engagements


"$SRPT has been battling Duchenne muscular dystrophy while $RGNX is developing AAV vector platforms for multiple rare diseases. $RARE takes the broadest approach targeting metabolic and genetic disorders with various modalities - all positioned for this regulatory shift"  
[X Link](https://x.com/NemoThematic/status/1950458821249273886)  2025-07-30T07:29Z [--] followers, [---] engagements


"Everyone's cheering America's battery comeback but Tesla's billion-dollar bet might be the most expensive mistake yet A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1950463253399613761)  2025-07-30T07:47Z [--] followers, [--] engagements


"Here's the uncomfortable truth: Tesla's $4.3B deal with LG Energy shifts battery production stateside but we're essentially rebuilding an entire supply chain from scratch while China controls 80% of global production. That's not catching upthat's playing a very expensive game of industrial leapfrog"  
[X Link](https://x.com/NemoThematic/status/1950463263293972855)  2025-07-30T07:47Z [--] followers, [--] engagements


"The chemistry switch is fascinating though. Tesla's doubling down on lithium iron phosphate (LFP) batteriescheaper safer no sketchy cobalt from the Congo. It's the Honda Civic of battery tech: not flashy but reliable. Sometimes boring wins the marathon"  
[X Link](https://x.com/NemoThematic/status/1950463273091866712)  2025-07-30T07:47Z [--] followers, [--] engagements


"The Fed's rate war is separating winners from losers - debt-heavy companies are drowning while cash-rich firms thrive A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1950826754207019375)  2025-07-31T07:51Z [--] followers, [--] engagements


"While Ford just announced a $2 billion annual profit hit from tariffs some industrial giants are sitting pretty. The difference Geography matters more than ever. Companies with domestic operations aren't dodging bulletsthey're catching opportunities"  
[X Link](https://x.com/NemoThematic/status/1950831278137164251)  2025-07-31T08:09Z [--] followers, [--] engagements


"Take United States Steel ($X) the clue's literally in the name. When foreign steel gets slapped with tariffs they're not scrambling to find new suppliers. They ARE the supplier. Meanwhile their overseas competitors are suddenly way more expensive"  
[X Link](https://x.com/NemoThematic/status/1950831288115470400)  2025-07-31T08:09Z [--] followers, [--] engagements


"I used to chase flashy tech stocks until inflation taught me something profound about business resilience A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1951203306925064613)  2025-08-01T08:48Z [--] followers, [--] engagements


"Here's what changed my mind: Companies like PepsiCo don't panic when costs risethey just nudge up prices and customers keep buying. That's not greed that's pricing power. And in an inflationary world it's pure gold"  
[X Link](https://x.com/NemoThematic/status/1951203316530061440)  2025-08-01T08:48Z [--] followers, [--] engagements


"Meanwhile debt-heavy companies are drowning. High interest rates turned their cheap borrowing into financial quicksand. But companies like Energizer Clean balance sheets mean they're not bleeding cash on interest payments while competitors struggle"  
[X Link](https://x.com/NemoThematic/status/1951203326164336878)  2025-08-01T08:48Z [--] followers, [--] engagements


"Take Mondelez ($MDLZ)when cocoa prices soared they didn't absorb the hit. They passed it on through higher Oreo prices. You still bought the cookies didn't you That's the magic of brand loyalty meeting essential demand"  
[X Link](https://x.com/NemoThematic/status/1951203335811280962)  2025-08-01T08:48Z [--] followers, [--] engagements


"Goldman Sachs ($GS) and Hershey ($HSY) tell similar stories. One benefits from higher rates boosting trading revenues the other from chocolate being a small non-negotiable indulgence. Both have the power to protect their margins when costs rise"  
[X Link](https://x.com/NemoThematic/status/1951203345466634347)  2025-08-01T08:48Z [--] followers, [--] engagements


"This isn't about predicting inflation peaks or Fed pivotsthat's a fool's game. It's about backing businesses that can raise prices without losing customers and aren't drowning in debt payments. Boring Maybe. Profitable Absolutely"  
[X Link](https://x.com/NemoThematic/status/1951203355071529107)  2025-08-01T08:48Z [--] followers, [--] engagements


"The real winning strategy isn't chasing the next unicorn. It's finding companies that can weather any storm through disciplined pricing and smart capital management. Read the full breakdown here: #Investing #Inflation #PricingPower #ValueInvesting #MDLZ #GS #HSY https://explore.nemo.money/en/insights/pricing-power-in-an-inflationary-world https://explore.nemo.money/en/insights/pricing-power-in-an-inflationary-world https://explore.nemo.money/en/insights/pricing-power-in-an-inflationary-world https://explore.nemo.money/en/insights/pricing-power-in-an-inflationary-world"  
[X Link](https://x.com/NemoThematic/status/1951203364835860631)  2025-08-01T08:48Z [--] followers, [--] engagements


"The Figma IPO reveals a hidden investment strategy most traders miss: the tech ecosystem ripple effect A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1951208662057230342)  2025-08-01T09:09Z [--] followers, [--] engagements


"While everyone's fixated on individual IPO debuts the real money might be in the established players. Figma's success just reminded investors that companies like Atlassian (TEAM) and Adobe (ADBE) aren't yesterday's newsthey're sitting in prime position as the sector heats up again"  
[X Link](https://x.com/NemoThematic/status/1951208671645421900)  2025-08-01T09:09Z [--] followers, [--] engagements


"Here's what caught my attention: after years of 'growth at all costs' many unicorns used this IPO drought to actually become profitable. We might be looking at a more mature resilient cohort finally coming to market. That's. refreshingly different from 2021's madness"  
[X Link](https://x.com/NemoThematic/status/1951208681334251899)  2025-08-01T09:09Z [--] followers, [--] engagements


"The ripple effect is already happening. Think of it like a fancy restaurant opening on a quiet streetit doesn't just benefit the newcomer it brings more footfall to everyone. Snowflake (SNOW) could see demand surge as new tech firms scale up their data operations"  
[X Link](https://x.com/NemoThematic/status/1951208691023179872)  2025-08-01T09:09Z [--] followers, [--] engagements


"But here's the kicker: chasing first-day IPO pops is basically gambling. You're betting on a horse you've never seen run. The smarter play Position yourself in the infrastructure that powers the entire ecosystem before the wave hits"  
[X Link](https://x.com/NemoThematic/status/1951208700657422658)  2025-08-01T09:09Z [--] followers, [--] engagements


"This isn't about picking tomorrow's unicornit's about recognizing that established tech giants with proven business models often benefit more from sector optimism than the flashy newcomers. Sometimes the tortoise really does beat the hare"  
[X Link](https://x.com/NemoThematic/status/1951208710274981907)  2025-08-01T09:09Z [--] followers, [--] engagements


"The full playbook for navigating this potential tech revival (including the [--] companies positioned to benefit) is here: #TechIPO #StockMarket #TechStocks #IPOInvesting #Figma #Adobe #Atlassian https://explore.nemo.money/en/insights/riding-the-new-tech-ipo-wave https://explore.nemo.money/en/insights/riding-the-new-tech-ipo-wave"  
[X Link](https://x.com/NemoThematic/status/1951208719942881456)  2025-08-01T09:09Z [--] followers, [--] engagements


"Here's the investment secret everyone's missing while obsessing over inflation: A cooling jobs market unlocks hidden opportunities A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1951565865205342514)  2025-08-02T08:48Z [--] followers, [--] engagements


"The latest US jobs report dropped like a stone - just [-----] new jobs in July when everyone expected much more. While the crowd's still fixated on grocery prices this cooling labor market is the real story that could reshape where money flows next"  
[X Link](https://x.com/NemoThematic/status/1951565874814402828)  2025-08-02T08:48Z [--] followers, [--] engagements


"Here's what changes everything: When hiring slows the Fed's dual mandate kicks in. They can't just focus on crushing inflation anymore - they need to support employment. Translation Rate cuts are coming and certain sectors are about to wake up"  
[X Link](https://x.com/NemoThematic/status/1951565884469674112)  2025-08-02T08:48Z [--] followers, [--] engagements


"First up: homebuilders like $KBH $DHI and $PHM have been in deep freeze thanks to mortgage rates that'd make you cry. But here's the thing - a family locked out at 7% might suddenly qualify at 5.5%. That's not just helpful it's market-unlocking"  
[X Link](https://x.com/NemoThematic/status/1951565894099853336)  2025-08-02T08:49Z [--] followers, [--] engagements


"Then you've got the quieter plays everyone ignores. Regional banks see their funding costs drop faster than lending rates when the Fed cuts - that spread is pure profit. And utilities Their debt-heavy balance sheets get instant relief while their dividends start looking sexy again"  
[X Link](https://x.com/NemoThematic/status/1951565903792890114)  2025-08-02T08:49Z [--] followers, [--] engagements


"Look nothing's guaranteed here. If inflation proves stubborn the Fed might keep rates high longer than we think. One weak jobs report doesn't guarantee a policy U-turn. But the smart money positions before the crowd catches on not after"  
[X Link](https://x.com/NemoThematic/status/1951565913443942644)  2025-08-02T08:49Z [--] followers, [--] engagements


"The shipping giants like $SFL aren't left out either. These companies burn through staggering amounts of fuel moving everything from toys to grain across oceans. When crude is cheap they either pocket the difference or undercut competitors to steal market share"  
[X Link](https://x.com/NemoThematic/status/1951571060878364937)  2025-08-02T09:09Z [--] followers, [--] engagements


"Inside Europe's 3.2bn food delivery mega-deal and the hidden investment opportunities it's creating worldwide A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1951900058128937401)  2025-08-03T06:56Z [--] followers, [--] engagements


"The brutal truth This isn't about visionit's about survival. Just Eat has been bleeding cash while trying to convince anyone they have a path to profitability. Now Prosus swoops in to create a European champion big enough to fend off American invaders. The desperate land grab is finally over"  
[X Link](https://x.com/NemoThematic/status/1951900067830358340)  2025-08-03T06:56Z [--] followers, [--] engagements


"Most investors chase Apple stock but smart money targets the hidden suppliers making billions from every iPhone sold A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1951929148890365965)  2025-08-03T08:52Z [--] followers, [--] engagements


"When Apple posts record revenue my eyes aren't on Cupertino. They're on the order books filling up from Taiwan to the Netherlands. Every iPhone sold triggers a ripple effect through a global supply chain worth billions"  
[X Link](https://x.com/NemoThematic/status/1951929158608503003)  2025-08-03T08:52Z [--] followers, [--] engagements


"Take $TSM - they don't just supply Apple they're practically married to them. Every cutting-edge processor in your iPhone Born in a TSMC facility. Apple designs it but TSMC has the mythical manufacturing prowess to make it real"  
[X Link](https://x.com/NemoThematic/status/1951929168284791033)  2025-08-03T08:52Z [--] followers, [--] engagements


"$ASML holds perhaps the most fascinating monopoly in tech. They build the massive machines that etch circuits onto silicon wafers. Without ASML there are no advanced chips. Period. Classic case of selling shovels in a digital gold rush"  
[X Link](https://x.com/NemoThematic/status/1951929178112061628)  2025-08-03T08:52Z [--] followers, [--] engagements


"Then there's $SWKS handling all those invisible radio waves. Every call Wi-Fi signal Bluetooth connection That's their handiwork. As phones get more complex and 5G expands their components become more valuable in each device"  
[X Link](https://x.com/NemoThematic/status/1951929187947757680)  2025-08-03T08:52Z [--] followers, [--] engagements


"Here's the thing - this strategy isn't risk-free. These suppliers live and die by Apple's success. Customer concentration cuts both ways. When Apple thrives they soar. When Apple stumbles they can take a proper tumble"  
[X Link](https://x.com/NemoThematic/status/1951929197577797917)  2025-08-03T08:52Z [--] followers, [--] engagements


"Want the full breakdown of how Apple's supply chain creates hidden investment opportunities Dive deeper into the analysis here: #Investing #TechStocks #SupplyChain #AppleSuppliers #TSM #ASML #SWKS https://explore.nemo.money/en/insights/powering-the-iphone-apples-supply-chain https://explore.nemo.money/en/insights/powering-the-iphone-apples-supply-chain"  
[X Link](https://x.com/NemoThematic/status/1951929207207973041)  2025-08-03T08:52Z [--] followers, [--] engagements


"While everyone's watching AI chatbots the real money is flowing to the companies selling the picks and shovels. Amazon's infrastructure build-out needs thousands of servers specialized AI chips and networking gear - creating a massive shopping spree for hardware suppliers"  
[X Link](https://x.com/NemoThematic/status/1951933340900040807)  2025-08-03T09:09Z [--] followers, [--] engagements


"This isn't just Amazon either. Google and Microsoft are pouring billions into their own data centers creating what industry analysts call a "tidal wave of demand" that's lifting the entire hardware ecosystem. We're talking double-digit growth rates across the sector"  
[X Link](https://x.com/NemoThematic/status/1951933350765117505)  2025-08-03T09:09Z [--] followers, [--] engagements


"The clear winners $NVDA dominates AI chips that power these data centers. Their GPUs have become the essential engine of modern AI - virtually impossible for Amazon to build capacity without massive NVIDIA orders"  
[X Link](https://x.com/NemoThematic/status/1951933360516854034)  2025-08-03T09:09Z [--] followers, [--] engagements


"Then there's $SMCI - the specialist tailors building custom high-performance servers that house those powerful chips. And $DELL brings decades of enterprise hardware experience supplying everything from servers to storage systems at the scale Amazon needs"  
[X Link](https://x.com/NemoThematic/status/1951933370390180242)  2025-08-03T09:09Z [--] followers, [--] engagements


"HR used to be dusty filing cabinets. Now it's a tech feeding frenzy with corporate sharks hunting AI startups A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952250627901280382)  2025-08-04T06:09Z [--] followers, [--] engagements


"When $SAP drops serious cash on SmartRecruiters it's not just another acquisitionit's a battle cry. The giants are done playing nice. They're building AI-powered HR empires and smaller firms are either joining the feast or becoming the meal"  
[X Link](https://x.com/NemoThematic/status/1952250637502013553)  2025-08-04T06:09Z [--] followers, [--] engagements


"Here's the kicker: businesses are demanding unified platforms that handle everything from hiring to firing. The days of juggling [--] different HR tools Dead and buried. Companies like $WDAY and $ADP know this and they're shopping accordingly"  
[X Link](https://x.com/NemoThematic/status/1952250647589310492)  2025-08-04T06:10Z [--] followers, [--] engagements


"Everyone's watching Amazon spend $100B on cloud infrastructure. They're missing who actually gets paid A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952295785380413548)  2025-08-04T09:09Z [--] followers, [--] engagements


"When $AMZN announces $100B in spending it's not building magic servers from thin air. It's essentially a massive shopping list - and every server chip and cooling system gets bought from someone else"  
[X Link](https://x.com/NemoThematic/status/1952295794930827556)  2025-08-04T09:09Z [--] followers, [--] engagements


"Buffering wheel appeared five times in ten minutes. That frustration led me to discover the boring companies making billions A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952344068513476775)  2025-08-04T12:21Z [--] followers, [--] engagements


"While you curse your slow internet Amphenol just dropped [----] billion buying CommScope's unit. This isn't just corporate shuffling - it's like two rival pub chains merging to own most of the taps in town. Suddenly they set prices with more confidence"  
[X Link](https://x.com/NemoThematic/status/1952344078307238286)  2025-08-04T12:21Z [--] followers, [--] engagements


"Missing the next big investment opportunity because you ignored unglamorous infrastructure plays Amphenol's 10.5B bet reveals everything A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952613297766772757)  2025-08-05T06:11Z [--] followers, [--] engagements


"While everyone's chasing AI stocks the real money might be in the boring stuff that makes AI possible. Amphenol just dropped 10.5B on CommScope's broadband division - that's not pocket change that's a statement about where the future's heading"  
[X Link](https://x.com/NemoThematic/status/1952613307426185515)  2025-08-05T06:11Z [--] followers, [--] engagements


"Cathay Pacific's massive Boeing order made headlines but smart money is looking at the suppliers nobody talks about A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952974959245971770)  2025-08-06T06:08Z [--] followers, [--] engagements


"Here's what caught my eye: The new 777X promises 10% better fuel efficiency. That's not just nice-to-have anymore - it's survival. Airlines are desperate to cut fuel costs and once these specialized components are designed in they're practically part of the plane's DNA"  
[X Link](https://x.com/NemoThematic/status/1952974978455892141)  2025-08-06T06:08Z [--] followers, [--] engagements


"$RTX is positioning itself as a key engine and systems supplier while $HWM specializes in the lightweight materials that make this fuel efficiency possible. These aren't just part suppliers - they're creating the tech that airlines can't live without"  
[X Link](https://x.com/NemoThematic/status/1952974988081860934)  2025-08-06T06:08Z [--] followers, [--] engagements


"The US-India oil dispute is secretly reshuffling global energy markets in ways most investors haven't noticed yet A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1952980157540557184)  2025-08-06T06:28Z [--] followers, [--] engagements


"India's been buying Russian oil at massive discounts while the West boycotts it. Now the US is threatening tariffs to shut that door. When one of the world's biggest energy consumers is forced to shop elsewhere overnight the ripple effects are enormous"  
[X Link](https://x.com/NemoThematic/status/1952980167200051216)  2025-08-06T06:28Z [--] followers, [--] engagements


"Oil prices spiked immediately after the tariff threats. But here's what's fascinating - this isn't just about higher gas prices. It's potentially redrawing the entire global energy map creating winners and losers most people haven't even considered yet"  
[X Link](https://x.com/NemoThematic/status/1952980176796598772)  2025-08-06T06:28Z [--] followers, [--] engagements


"Insurance stocks looking more exciting than your Netflix queue right now 📈 A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1953337547515416588)  2025-08-07T06:08Z [--] followers, [--] engagements


"The defensive play angle is real - these companies generate actual cash flow and pay dividends while tech darlings burn through capital. When the market gets wobbly boring becomes beautiful. It's substance over speculation"  
[X Link](https://x.com/NemoThematic/status/1953337595611472177)  2025-08-07T06:09Z [--] followers, [--] engagements


"Want the full breakdown on why European strength is lifting the entire P&C sector Dive deeper here: #Investing #StockMarket #Insurance #DividendStocks #Chubb #AXISCapital #ArchCapital https://explore.nemo.money/en/property-and-casualty-insurers-gain-on-european-strength https://explore.nemo.money/en/property-and-casualty-insurers-gain-on-european-strength"  
[X Link](https://x.com/NemoThematic/status/1953337605237489723)  2025-08-07T06:09Z [--] followers, [--] engagements


"Remember China's Belt and Road Initiative that everyone called a vanity project Well who's laughing now That 'questionable' infrastructure is becoming the essential plumbing for this new trade reality - ports railways and hubs ready to pump goods across continents"  
[X Link](https://x.com/NemoThematic/status/1953342788797444415)  2025-08-07T06:29Z [--] followers, [--] engagements


"POV: You came for ice cream stocks but got a masterclass on deadly superbugs instead A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1954839076621709498)  2025-08-11T09:35Z [--] followers, [--] engagements


"Here's the twisted irony: While Big Pharma chased lifetime chronic treatments (💰) they abandoned antibiotics entirely. Now superbugs are literally killing 700k people yearly - and that number could hit [--] MILLION by [----]. That's more than cancer kills today"  
[X Link](https://x.com/NemoThematic/status/1954839086151107041)  2025-08-11T09:35Z [--] followers, [--] engagements


"Don't get me wrong - biotech is brutal. Clinical trials can obliterate share prices overnight and bacteria are ruthless opponents. But when you've got regulatory tailwinds desperate medical need and an uncrowded field That's a compelling risk-reward setup"  
[X Link](https://x.com/NemoThematic/status/1954839124789145960)  2025-08-11T09:35Z [--] followers, [--] engagements


"Want the full breakdown on why this forgotten corner might be pharma's next goldmine Dive deeper here: #Investing #Biotech #Pharma #Superbugs #ACXP #SPRO #ITRM https://explore.nemo.money/en/targeting-superbugs-the-next-wave-of-antibiotics https://explore.nemo.money/en/targeting-superbugs-the-next-wave-of-antibiotics"  
[X Link](https://x.com/NemoThematic/status/1954839134431826161)  2025-08-11T09:35Z [--] followers, [--] engagements


"Here's the thing everyone's missing: remittance isn't sexy but it's steady money. Millions send wages home weekly - it's as reliable as rain. In shaky economic times that predictability is pure gold for investors looking beyond flashy tech IPOs 💰"  
[X Link](https://x.com/NemoThematic/status/1954843716302041462)  2025-08-11T09:53Z [--] followers, [--] engagements


"The digital wave is forcing legacy players into a corner. They can either spend years and fortunes building modern tech or just buy companies like $RELY who've already cracked the code. It's corporate Botox - immediate transformation via acquisition 📱"  
[X Link](https://x.com/NemoThematic/status/1954843725944832080)  2025-08-11T09:53Z [--] followers, [--] engagements


"Three names catching my eye: $RELY dominates digital-first corridors $IMXI owns the Latin American network game and $FLYW carved out education/healthcare niches. These aren't just customer lists - they're relationship webs that take decades to build 🌐"  
[X Link](https://x.com/NemoThematic/status/1954843735608410286)  2025-08-11T09:54Z [--] followers, [--] engagements


"This M&A frenzy creates a fascinating investor opportunity. Not every small player will get bought sure. But when giants need instant market access and modern tech writing cheques beats building from scratch every single time ⚡"  
[X Link](https://x.com/NemoThematic/status/1954843745335062961)  2025-08-11T09:54Z [--] followers, [--] engagements


"The remittance consolidation story is just getting started. Dive deeper into which payment stocks could be next on the menu: #FinTech #Payments #RemittanceStocks #CrossBorderPayments #RELY #IMXI #FLYW https://explore.nemo.money/en/riding-the-remittance-m-a-wave https://explore.nemo.money/en/riding-the-remittance-m-a-wave"  
[X Link](https://x.com/NemoThematic/status/1954843755166482591)  2025-08-11T09:54Z [--] followers, [--] engagements


"Oil prices jumped the moment the US-China tariff truce was announced. Why Because when global trade flows freely the economic machine needs fuel. It's not rocket sciencefewer tariffs mean more factories humming more ships sailing more business happening"  
[X Link](https://x.com/NemoThematic/status/1955149665357201568)  2025-08-12T06:09Z [--] followers, [--] engagements


"Here's what caught my eye: this isn't about fundamental economic shifts. This is pure cyclical opportunity. Companies like $UPS $BABA and $JD have been sitting in trade war limbo. Now they can actually plan beyond next week"  
[X Link](https://x.com/NemoThematic/status/1955149675104792738)  2025-08-12T06:09Z [--] followers, [---] engagements


"When Eli Lilly executives started buying millions in company shares after disappointing trial data the market missed the real signal. These insiders have front-row seats to pipeline secrets manufacturing plans and long-term strategy that no analyst can match. They're betting with their own wallets"  
[X Link](https://x.com/NemoThematic/status/1955511996146757773)  2025-08-13T06:09Z [--] followers, [--] engagements


"The GLP-1 weight-loss drug market isn't just another healthcare trendit's a genuine medical revolution. With hundreds of millions of potential patients globally and current penetration rates in the low single digits we're looking at a market still in its infancy"  
[X Link](https://x.com/NemoThematic/status/1955512005906825453)  2025-08-13T06:09Z [--] followers, [--] engagements


"The heavy hitters dominating this space are $LLY with Mounjaro and Zepbound and $NVO leading with Ozempic and Wegovy. But don't sleep on the smaller players like $ALT developing next-generation therapies that could shake up the entire sector"  
[X Link](https://x.com/NemoThematic/status/1955512015654473903)  2025-08-13T06:09Z [--] followers, [---] engagements


"Sure this journey won't be a straight line up. Clinical trials disappoint competition heats up and volatility is part of the game. But when executives put their own money where their mouth is after bad news That's smart money signaling long-term confidence in a transformative market"  
[X Link](https://x.com/NemoThematic/status/1955512035057221768)  2025-08-13T06:09Z [--] followers, [--] engagements


"The patient investor might just find opportunity in current market volatility. When the bosses buy the dip it's worth paying attention. Full analysis: #Investing #Healthcare #GLP1 #WeightLoss #EliLilly #NovoNordisk #Altimmune https://explore.nemo.money/en/executive-conviction-in-the-glp-1-market https://explore.nemo.money/en/executive-conviction-in-the-glp-1-market"  
[X Link](https://x.com/NemoThematic/status/1955512044788072716)  2025-08-13T06:09Z [--] followers, [---] engagements


"While everyone's obsessing over ChatGPT and the latest AI apps Foxconn just quietly posted a 27% profit surge. Why Because every AI model needs actual physical servers to run on. The picks and shovels of the digital gold rush are printing money"  
[X Link](https://x.com/NemoThematic/status/1955910530645778675)  2025-08-14T08:33Z [--] followers, [--] engagements


"Here's the thing nobody talks about: AI isn't magic floating in the cloud. It's power-hungry beasts living in very real very expensive boxes. Every chatbot response requires massive computational power - and that means hardware. Lots of it"  
[X Link](https://x.com/NemoThematic/status/1955910540376633604)  2025-08-14T08:33Z [--] followers, [--] engagements


"The beauty of this play You don't need to pick the winning AI app. Whether it's language models computer vision or something we haven't imagined yet - they ALL need more servers chips and cooling systems than we currently have"  
[X Link](https://x.com/NemoThematic/status/1955910550010905064)  2025-08-14T08:33Z [--] followers, [--] engagements


"The supply chain tells the story: $NVDA designs the brains $TSM forges the silicon $ASML builds the machines that make it possible. When AI demand surges every level of this interconnected ecosystem benefits from the inevitable infrastructure build-out"  
[X Link](https://x.com/NemoThematic/status/1955910559716532527)  2025-08-14T08:33Z [--] followers, [--] engagements


"What happens when two companies control most of Australia's fuel stations A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1955915915528159421)  2025-08-14T08:54Z [--] followers, [--] engagements


"Ampol just dropped A$1.1 billion to buy [---] petrol stations creating a near-duopoly with Viva Energy. This isn't just another corporate acquisition - it's like your local high street suddenly having only two landlords instead of a dozen"  
[X Link](https://x.com/NemoThematic/status/1955915925217059145)  2025-08-14T08:54Z [--] followers, [--] engagements


"Here's the kicker: when retail gets this consolidated the entire supply chain has to recalibrate. Oil producers like $WDS now have just two massive reliable customers instead of dealing with a fragmented mess of buyers"  
[X Link](https://x.com/NemoThematic/status/1955915934889087482)  2025-08-14T08:54Z [--] followers, [--] engagements


"The secret behind Accenture's billion-dollar cybersecurity buy reveals a massive investment opportunity most investors are missing A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1956236574963662990)  2025-08-15T06:08Z [--] followers, [--] engagements


"Accenture just dropped over $1 billion on CyberCX - the largest cybersecurity acquisition ever. This isn't expansion it's survival. Big corporations finally realize they can't build sophisticated cyber defenses from scratch. It's like assembling a Formula [--] car in your garage while the race is already happening"  
[X Link](https://x.com/NemoThematic/status/1956236584719663135)  2025-08-15T06:08Z [--] followers, [--] engagements


"When you click expecting ice cream supply chains but get healthcare cybersecurity instead 😅 A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1956276984247443485)  2025-08-15T08:49Z [--] followers, [--] engagements


"Healthcare cybersecurity spending is about to explode. We're talking about a multi-year growth cycle driven by pure necessity - when your MRI machine can be hacked and patient lives are at stake 'budget constraints' suddenly become irrelevant"  
[X Link](https://x.com/NemoThematic/status/1956277003704758587)  2025-08-15T08:49Z [--] followers, [--] engagements


"The key players positioning themselves for this digital arms race $UNH (the victim turned biggest spender) $CYBR (the digital locksmith controlling access to sensitive systems) and $PANW (comprehensive protection for those chaotic hospital networks)"  
[X Link](https://x.com/NemoThematic/status/1956277013452353851)  2025-08-15T08:49Z [--] followers, [---] engagements


"Here's the thing: Venezuelan crude is thick heavy and full of sulfur - most refineries can't even touch it. But Gulf Coast facilities were built SPECIFICALLY for this "ugly truffle" of oil. They've been starving without it"  
[X Link](https://x.com/NemoThematic/status/1956603722357772422)  2025-08-16T06:27Z [--] followers, [--] engagements


"While everyone else sees worthless sludge companies like $CVX secured the licenses and have first-mover advantage. $VLO operates the exact heavy crude processing facilities that turn this discounted mess into pure profit"  
[X Link](https://x.com/NemoThematic/status/1956603732021358837)  2025-08-16T06:27Z [--] followers, [--] engagements


"When Air Canada grounded its entire fleet [------] daily passengers didn't just disappear - they got desperate. And desperate travelers They'll pay almost anything for a seat on the next available flight. That's pure pricing power for the competition"  
[X Link](https://x.com/NemoThematic/status/1956961180108369948)  2025-08-17T06:07Z [--] followers, [---] engagements


"Here's the kicker: A mere 5% increase in load factor can translate to significantly higher earnings per share for airlines. We're not talking small bumps - we're talking about financial windfalls from market chaos"  
[X Link](https://x.com/NemoThematic/status/1956961189872738382)  2025-08-17T06:08Z [--] followers, [--] engagements


"Meanwhile $DAL is playing the premium game beautifully. Business travelers who can't afford to miss meetings are flocking to them happy to pay extra for reliability. Their Seattle hub is particularly benefiting from Pacific routes"  
[X Link](https://x.com/NemoThematic/status/1956961209606922718)  2025-08-17T06:08Z [--] followers, [--] engagements


"Even $LUV gets a piece of the action despite not flying into Canada. Their point-to-point domestic network becomes vital for anyone whose journey involved connecting through Canadian hubs. It's disruption economics at its finest"  
[X Link](https://x.com/NemoThematic/status/1956961219341910309)  2025-08-17T06:08Z [--] followers, [--] engagements


"OpenAI just hit a $500B valuation. Wild Sure. But here's what really caught my eye: Every AI companyfrom Google to that startup you've never heard ofneeds the exact same thing to even play the game. Specialized chips they can barely get their hands on"  
[X Link](https://x.com/NemoThematic/status/1956966384241385582)  2025-08-17T06:28Z [--] followers, [--] engagements


"While everyone's betting on the next ChatGPT I'm looking at Taiwan Semiconductor $TSM. They make the chips. ASML $ASML builds the machines that make the chips. Without them The whole AI revolution stops dead in its tracks"  
[X Link](https://x.com/NemoThematic/status/1956966393988927927)  2025-08-17T06:28Z [--] followers, [--] engagements


"The shopping list for this AI boom is massive: Data centers with cooling systems that can handle the heat. High-performance memory. Networking gear to stitch it all together. These aren't optionalthey're the foundation everything else sits on"  
[X Link](https://x.com/NemoThematic/status/1956966403732361415)  2025-08-17T06:28Z [--] followers, [--] engagements


"Here's the beautiful part about $NVDA $TSM and $ASML: They don't need to pick winners. Every AI company has to buy from them. It's like owning the highway while everyone else fights over which car will win the race"  
[X Link](https://x.com/NemoThematic/status/1956966413471482131)  2025-08-17T06:28Z [--] followers, [--] engagements


"Your car isn't a car anymore - it's a computer on wheels. Every lane assist self-park and dashboard light That's semiconductor magic. The real value has shifted from engine blocks to silicon chips"  
[X Link](https://x.com/NemoThematic/status/1957333873949294922)  2025-08-18T06:48Z [--] followers, [--] engagements


"The players getting attention: $SMTC develops the wireless tech that lets cars talk to infrastructure. $ON makes the power chips keeping EVs efficient. $MX specializes in those dashboard displays you stare at daily"  
[X Link](https://x.com/NemoThematic/status/1957333883734589786)  2025-08-18T06:48Z [--] followers, [---] engagements


"What does SoftBank's $2 billion Intel bet really tell us about the future of chip investing A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1957691032050503922)  2025-08-19T06:28Z [--] followers, [--] engagements


"Here's what really caught my attention: This isn't just another tech investment. When governments start throwing billions at domestic chip production through initiatives like the CHIPS Act it creates a river of capital flowing through the ENTIRE ecosystem. We're witnessing supply chain resilience become national security policy"  
[X Link](https://x.com/NemoThematic/status/1957691041777127715)  2025-08-19T06:28Z [--] followers, [--] engagements


"The numbers don't lie: $ASML machines cost over $200 million EACH and they hold a virtual monopoly on the tech needed for advanced chips. Meanwhile $TSM dominates contract manufacturing. These aren't just companies - they're gatekeepers to the future of computing"  
[X Link](https://x.com/NemoThematic/status/1957691051545608365)  2025-08-19T06:28Z [--] followers, [--] engagements


"But here's the kicker - this demand isn't cyclical anymore. AI electric vehicles 5G IoT. these aren't trends they're structural shifts that are absolutely ravenous for more powerful chips. The old boom-bust cycles still exist but the baseline keeps rising"  
[X Link](https://x.com/NemoThematic/status/1957691061318406483)  2025-08-19T06:28Z [--] followers, [--] engagements


"$INTC is positioning itself perfectly for this domestic manufacturing push while $TSM and $ASML control critical chokepoints in the supply chain. It's like watching a poker game where everyone knows the cards but the stakes keep getting higher"  
[X Link](https://x.com/NemoThematic/status/1957691071053402451)  2025-08-19T06:28Z [--] followers, [---] engagements


"The companies treating rare diseases with plasma therapies They've got pricing power that would make Apple jealous. When you're the only option for someone's life-saving medication you're not competing on price. You're selling necessity"  
[X Link](https://x.com/NemoThematic/status/1957701397824102761)  2025-08-19T07:09Z [--] followers, [--] engagements


"While everyone watches $GS and consumer plays like $HSY and $MDLZ the real money might be in the 'picks and shovels' - companies like Haemonetics making the collection equipment or Repligen handling the bioprocessing tech"  
[X Link](https://x.com/NemoThematic/status/1957701407584215460)  2025-08-19T07:09Z [--] followers, [---] engagements


"Think about it: Grifols runs plasma collection centers Haemonetics builds the machines Repligen does the processing. It's a complete ecosystem where each player benefits as the market grows. No single point of failure"  
[X Link](https://x.com/NemoThematic/status/1957701417394675819)  2025-08-19T07:09Z [--] followers, [--] engagements


"The Fed just flipped the script. Powell's made it crystal clear: battling tariff-driven inflation now trumps job market concerns. This isn't just policy tweakingit's a complete rewiring of how monetary policy works. For investors this means higher rates could stick around longer than expected"  
[X Link](https://x.com/NemoThematic/status/1958410987448541608)  2025-08-21T06:08Z [--] followers, [--] engagements


"Here's the kicker: companies with purely domestic operations suddenly look like hidden gems. While global players get crushed by shipping costs and trade wars domestic champions like $CSL and $SEE are sitting pretty with their feet firmly planted on American soil"  
[X Link](https://x.com/NemoThematic/status/1958410997170856325)  2025-08-21T06:09Z [--] followers, [--] engagements


"Smart money is hunting for regional champions with loyal customers and slick operations. These unsung heroes become chess pieces for national players expanding their territory. Think local pub chains getting bought by nationals"  
[X Link](https://x.com/NemoThematic/status/1958421106659918089)  2025-08-21T06:49Z [--] followers, [--] engagements


"The sleepy fragmented world of building supplies is waking up. The board is being reset and the observant investor has a front-row seat to some very interesting opportunities. Full analysis: #Investing #MergerArbitrage #ConstructionStocks #BuildingMaterials #BLDR #MLM #GMS https://explore.nemo.money/en/consolidation-in-construction-supplies https://explore.nemo.money/en/consolidation-in-construction-supplies https://explore.nemo.money/en/consolidation-in-construction-supplies https://explore.nemo.money/en/consolidation-in-construction-supplies"  
[X Link](https://x.com/NemoThematic/status/1958421116449444018)  2025-08-21T06:49Z [--] followers, [--] engagements


"Missing profits while others cash in on chip war chaos [--] semiconductor stocks are thriving despite export controls A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1958425970295148606)  2025-08-21T07:08Z [--] followers, [--] engagements


"Here's the kicker: America's chip export controls aren't crushing innovation - they're accidentally creating a goldmine. $NVDA didn't sulk when rules changed. They engineered a China-specific chip instead. Sometimes the best opportunities hide behind the biggest obstacles"  
[X Link](https://x.com/NemoThematic/status/1958425979891728832)  2025-08-21T07:08Z [--] followers, [--] engagements


"The real winners here understand something crucial: technological sovereignty isn't going away. Countries want secure supply chains period. The firms already proving they can build different products for different rulebooks They're writing the playbook for the next decade"  
[X Link](https://x.com/NemoThematic/status/1958426019079090453)  2025-08-21T07:08Z [--] followers, [--] engagements


"Want the full breakdown of all [--] stocks navigating this regulatory goldmine Dive deep into the complete analysis here: #Investing #Semiconductors #TechStocks #Geopolitics #NVIDIA #TSML #ASML https://explore.nemo.money/en/geopolitical-chip-innovators https://explore.nemo.money/en/geopolitical-chip-innovators"  
[X Link](https://x.com/NemoThematic/status/1958426028864344217)  2025-08-21T07:08Z [--] followers, [--] engagements


"While everyone's obsessing over ChatGPT boring enterprise software companies are quietly printing money. $ZM just raised its forecasts because businesses are literally fighting to pay more for AI-enhanced features. That's not hypethat's cold hard revenue"  
[X Link](https://x.com/NemoThematic/status/1958773217654452695)  2025-08-22T06:08Z [--] followers, [--] engagements


"Here's the kicker: companies like $CRM and $NOW aren't just adding flashy AI buttons. They're turning basic software into business weapons. A CRM that predicts which clients will leave That's not a feature upgrade that's a competitive advantage worth every premium penny"  
[X Link](https://x.com/NemoThematic/status/1958773227410321529)  2025-08-22T06:08Z [--] followers, [--] engagements


"Stricter safety standards mean spending on compliance tech is no longer optional. It's becoming as non-negotiable as paying for electricity. When regulators demand accountability someone has to provide the tools to deliver it"  
[X Link](https://x.com/NemoThematic/status/1958793650877391273)  2025-08-22T07:29Z [--] followers, [--] engagements


"Think picks and shovels during the gold rush. $TSLA might be digging for gold but companies like $MBLY are selling the essential equipment every prospector needs. Advanced sensors safety systems data loggingevery AV needs this stuff"  
[X Link](https://x.com/NemoThematic/status/1958793660654350513)  2025-08-22T07:29Z [--] followers, [---] engagements


"$ALV provides the physical safety infrastructure that acts as regulatory insurance. When autonomous tech fails these systems are literally the last line of defense. In a world of intense scrutiny that's not just good engineeringit's corporate survival"  
[X Link](https://x.com/NemoThematic/status/1958793670456492048)  2025-08-22T07:29Z [--] followers, [--] engagements


"The industry realignment is creating winners and losers. Some companies stuck with outdated plastic solutions will fall behind. Others investing in clever paper-based tech and bioplastics could see remarkable growth. It's like a starting pistol for a new race in sustainable packaging"  
[X Link](https://x.com/NemoThematic/status/1958798457226834330)  2025-08-22T07:48Z [--] followers, [--] engagements


"But here's what's fascinating: $MDLZ $GS and $HSY are all watching this space closely. When major players start paying attention to packaging innovation you know something big is brewing. The combination of regulatory pressure and consumer demand creates a powerful tailwind that's not going away"  
[X Link](https://x.com/NemoThematic/status/1958798467012186536)  2025-08-22T07:48Z [--] followers, [--] engagements


"Here's the thing: when your missiles cars and phones all depend on chips made in one geopolitical hotspot you're essentially playing Russian roulette with your entire economy. The pandemic proved this wasn't theoreticalit was terrifyingly real"  
[X Link](https://x.com/NemoThematic/status/1959135528655155292)  2025-08-23T06:08Z [--] followers, [--] engagements


"$INTC isn't just getting a bailout. They're getting a seat at the national security table. This government equity stake signals something bigger: America's willing to abandon free-market purity when chips are literally down"  
[X Link](https://x.com/NemoThematic/status/1959135538515984653)  2025-08-23T06:08Z [--] followers, [--] engagements


"Here's what changed my mind: $ZM didn't just beat earnings - they proved companies are literally queuing up to pay premium prices for AI features that actually work. We're talking about real ROI not sci-fi fantasies"  
[X Link](https://x.com/NemoThematic/status/1959160961459261919)  2025-08-23T07:49Z [--] followers, [--] engagements


"The shift is profound. $NOW and $TEAM aren't just selling software anymore - they're selling competitive advantages. When your project management tool predicts bottlenecks before they happen that's not convenience that's survival"  
[X Link](https://x.com/NemoThematic/status/1959160971148112363)  2025-08-23T07:49Z [--] followers, [--] engagements


"Think about it: $ZM transforms meetings into smart workflows with AI note-taking and task assignment. $TEAM prevents project disasters through predictive analytics. $NOW automates entire business processes seamlessly"  
[X Link](https://x.com/NemoThematic/status/1959160980828541377)  2025-08-23T07:49Z [--] followers, [--] engagements


"The companies making billions from America's chip surge aren't who you think they are A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1959165745927004203)  2025-08-23T08:08Z [--] followers, [--] engagements


"While everyone's watching $AAPL and $INTC the real money might be in the machinery makers. Texas Instruments just dropped $60 billion on a new U.S. factory. That's not just one facility - it's an entire ecosystem being rebuilt from scratch"  
[X Link](https://x.com/NemoThematic/status/1959165755573834088)  2025-08-23T08:08Z [--] followers, [--] engagements


"Here's what caught my eye: when Apple decides to source chips domestically instead of Asia it's not patriotism - it's cold strategic calculation. The pandemic taught everyone that distant supply chains are liabilities waiting to happen"  
[X Link](https://x.com/NemoThematic/status/1959165765535297550)  2025-08-23T08:08Z [--] followers, [--] engagements


"The 'selling shovels in a gold rush' play here is fascinating. Every new semiconductor fab needs incredibly specialized eye-wateringly expensive equipment. The companies making lithography machines and ultra-pure chemicals could see massive demand surges"  
[X Link](https://x.com/NemoThematic/status/1959165775312286169)  2025-08-23T08:08Z [--] followers, [--] engagements


"$TXN is leading this charge with Apple as their anchor customer. But the ripple effects go way beyond just chipmakers. We're talking about equipment suppliers materials specialists - the entire backbone of an industry coming home"  
[X Link](https://x.com/NemoThematic/status/1959165785059762513)  2025-08-23T08:08Z [--] followers, [--] engagements


"H&M's Brazil expansion reveals a hidden secret about where the real money flows in retail A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1959503197862535359)  2025-08-24T06:29Z [--] followers, [--] engagements


"When a cautious giant like H&M bets millions on Brazil's volatile market they're not just selling clothesthey're signaling something massive. This isn't about fashion; it's about a fundamental shift in Brazil's economic landscape that savvy investors are quietly positioning for"  
[X Link](https://x.com/NemoThematic/status/1959503207555608958)  2025-08-24T06:29Z [--] followers, [--] engagements


"What if struggling budget airlines failing could actually make flying better and more profitable A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1959523534524358903)  2025-08-24T07:49Z [--] followers, [--] engagements


"Spirit Airlines' financial distress isn't just corporate drama - it's the canary in the coal mine. The unsustainable model of cramming people into flying tubes with wafer-thin margins is finally cracking under pressure. When big players in the cheap seats game stumble shockwaves ripple everywhere"  
[X Link](https://x.com/NemoThematic/status/1959523544246653392)  2025-08-24T07:49Z [--] followers, [--] engagements


"Here's the brutal math: For a decade a glut of budget carriers drove prices down in a relentless war of attrition. But if that supply starts shrinking The entire dynamic flips. Fewer airlines competing means less pressure to slash fares - survivors can finally charge what seats are actually worth"  
[X Link](https://x.com/NemoThematic/status/1959523554053005606)  2025-08-24T07:49Z [--] followers, [--] engagements


"The lions are circling. $UAL has the extensive network and financial firepower to pounce on profitable routes. Their fortress balance sheet means they can weather storms that sink weaker competitors"  
[X Link](https://x.com/NemoThematic/status/1959523563783774390)  2025-08-24T07:49Z [--] followers, [--] engagements


"$DAL's premium positioning and operational excellence have consistently delivered superior margins compared to budget airlines. When consolidation hits they're perfectly positioned to capture displaced premium passengers"  
[X Link](https://x.com/NemoThematic/status/1959523573791342881)  2025-08-24T07:50Z [--] followers, [--] engagements


"Even $LUV - that curious beast managing to be both low-cost AND profitable - could swallow up routes from failing competitors with their efficient point-to-point model. This isn't charity it's cold opportunism"  
[X Link](https://x.com/NemoThematic/status/1959523583459201512)  2025-08-24T07:50Z [--] followers, [--] engagements


"Hollywood's studio chaos isn't disaster - it's a secret wealth redistribution disguised as merger mayhem A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1959528437686649048)  2025-08-24T08:09Z [--] followers, [--] engagements


"When studios merge they don't just cut costs - they unleash talent into the wild. Think of it like a top football club releasing half its star players. Those writers directors and producers don't disappear - rivals like Comcast $CMCSA are waiting with open arms to snap them up"  
[X Link](https://x.com/NemoThematic/status/1959528447522345415)  2025-08-24T08:09Z [--] followers, [--] engagements


"Here's what the press releases won't tell you: While merged giants spend 1-2 years looking inward integrating departments and cutting duplicate roles nimble competitors exploit the power vacuum. Market share gaps open up like cracks in concrete"  
[X Link](https://x.com/NemoThematic/status/1959528457286680586)  2025-08-24T08:09Z [--] followers, [--] engagements


"$WBD Warner Bros. Discovery despite its own post-merger headaches has a colossal global footprint and insatiable content appetite. When rivals tighten belts they're there with chequebooks ready to sign development deals with freshly redundant talent"  
[X Link](https://x.com/NemoThematic/status/1959528467067797609)  2025-08-24T08:09Z [--] followers, [--] engagements


"Here's what caught my eye: For years beverage giants tried being everything to everyone - selling energy drinks AND premium coffee. This split creates two "pure-play" companies instead. One obsesses over beans and brewing tech the other focuses purely on beverage distribution. That clarity It's gold for investors"  
[X Link](https://x.com/NemoThematic/status/1959860643466564057)  2025-08-25T06:09Z [--] followers, [--] engagements


"The domino effect is already starting. When titans rearrange furniture this dramatically competitors like $SBUX and $KO can't just watch from the sidelines. They're eyeing market gaps and smaller innovative brands suddenly look like attractive takeover targets. The entire value chain feels the tremor"  
[X Link](https://x.com/NemoThematic/status/1959860653289582815)  2025-08-25T06:09Z [--] followers, [--] engagements


"Here's the uncomfortable truth: America woke up during the pandemic realizing it couldn't build cars phones or even toasters without Asian silicon wafers. This $10B Intel gamble isn't just an investmentit's pure panic policy trying to undo decades of globalization"  
[X Link](https://x.com/NemoThematic/status/1959886619881677069)  2025-08-25T07:52Z [--] followers, [--] engagements


"The ripple effect could be massive. Building a modern chip foundry requires a vast networkfrom specialized gases to mind-bogglingly precise machinery. Companies like $ASML (those Dutch lithography machine makers) could see serious demand as America builds domestic capacity"  
[X Link](https://x.com/NemoThematic/status/1959886629633442199)  2025-08-25T07:52Z [--] followers, [--] engagements


"But let's talk about the real players here. $INTC is the chosen champion America's largest domestic chipmaker getting the government backing. Meanwhile $TSM continues dominating global foundry capacity and $ASML holds the keys to cutting-edge production tech"  
[X Link](https://x.com/NemoThematic/status/1959886639418745019)  2025-08-25T07:52Z [--] followers, [--] engagements


"The theory Government cash creates a safety net in this notoriously cyclical capital-intensive industry. Private investors see Uncle Sam's commitment and suddenly semiconductor supply chains don't look so risky. It's industrial policy reshaping market dynamics"  
[X Link](https://x.com/NemoThematic/status/1959886649246003587)  2025-08-25T07:52Z [--] followers, [--] engagements


"Here's the opportunity: This isn't about picking one winnerit's a structural shift creating sustained tailwinds across the entire ecosystem. Where government money flows private capital often follows. Think decade-long industrial transformation not quick wins"  
[X Link](https://x.com/NemoThematic/status/1959886659387887669)  2025-08-25T07:52Z [--] followers, [--] engagements


"But don't get carried away. Government checkbooks don't solve fundamental business problems and political priorities rarely align with shareholder interests. Still intrigued by America's semiconductor sovereignty play #Investing #Technology #Semiconductors #ChipStocks #Intel #ASML #TSM https://explore.nemo.money/en/americas-bet-on-domestic-chips https://explore.nemo.money/en/americas-bet-on-domestic-chips https://explore.nemo.money/en/americas-bet-on-domestic-chips https://explore.nemo.money/en/americas-bet-on-domestic-chips"  
[X Link](https://x.com/NemoThematic/status/1959886669269618964)  2025-08-25T07:52Z [--] followers, [--] engagements


"Plot twist: The most boring government paperwork just made some furniture companies the unexpected winners A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1959890412392399248)  2025-08-25T08:07Z [--] followers, [--] engagements


"Here's the kicker: $BSET (Bassett Furniture) has been making sofas in Virginia while competitors shipped production overseas. What looked like stubborn inefficiency yesterday might be pure genius today. Sometimes the tortoise really does win the race"  
[X Link](https://x.com/NemoThematic/status/1959890431971312118)  2025-08-25T08:07Z [--] followers, [--] engagements


"Sure domestic manufacturers still deal with higher labor costs and economic sensitivity. But they just got handed a competitive moat courtesy of Uncle Sam. Sometimes the most boring catalyst creates the most reliable opportunities"  
[X Link](https://x.com/NemoThematic/status/1959890461436358867)  2025-08-25T08:07Z [--] followers, [--] engagements


"Want the full breakdown on how boring government paperwork is reshaping the furniture game Dive deeper here: #Investing #Stocks #Furniture #Manufacturing #BSET #HOFT #FLXS https://explore.nemo.money/en/domestic-furnitures-tariff-advantage https://explore.nemo.money/en/domestic-furnitures-tariff-advantage"  
[X Link](https://x.com/NemoThematic/status/1959890471175458908)  2025-08-25T08:07Z [--] followers, [--] engagements


"Here's the thing about Fed uncertaintyit's like watching a toddler get handed airplane controls. You don't know what'll happen but your gut knows it won't be pretty. That's when smart money abandons the flashy growth plays and seeks refuge in the mundane"  
[X Link](https://x.com/NemoThematic/status/1960233623400948043)  2025-08-26T06:51Z [--] followers, [--] engagements


"Consumer staples are the ultimate "boring but bulletproof" play. Think about itwhen times get tough you might skip that vacation but you're still brushing your teeth. Companies like $PG and $PEP sell stuff people literally can't live without"  
[X Link](https://x.com/NemoThematic/status/1960233633395978302)  2025-08-26T06:51Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing