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

The Thematic Investor posts on X about money, $sap, dubai, sap the most. They currently have XX followers and 1037 posts still getting attention that total XX engagements in the last XX hours.

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

- X Week XXXXX -XX%
- X Month XXXXX -XX%

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

- X Week XX -XX%
- X Month XXX -XX%

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

- X Week XX +6.50%
- X Month XX +22%

### CreatorRank: undefined [#](/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)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[money](/topic/money), [$sap](/topic/$sap), [dubai](/topic/dubai), [sap](/topic/sap), [ai](/topic/ai), [rates](/topic/rates), [$len](/topic/$len) #16, [$kbh](/topic/$kbh) #6, [mortgage rate](/topic/mortgage-rate) #151, [business](/topic/business)

**Top assets mentioned**
[SAP SE (SAP)](/topic/$sap) [Lennar Corporation (LEN)](/topic/$len) [KB Home (KBH)](/topic/$kbh) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Warner Music Group, Co. (WMG)](/topic/$wmg) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Arista Networks Inc (ANET)](/topic/$anet) [Monetha (MTH)](/topic/$mth) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [PepsiCo, Inc. (PEP)](/topic/$pep)
### Top Social Posts
Top posts by engagements in the last XX hours

"Then there's $GFS - semiconductor manufacturing. It's expensive slow and makes VCs nervous. But for a sovereign fund thinking in decades It's genius. They're securing a vital piece of the global supply chain that powers everything from phones to cars"  
[X Link](https://x.com/NemoThematic/status/1990720636772090311)  2025-11-18T09:56Z XX followers, XX engagements


"Three key players show why scale matters: $WBD holds the crown jewels but struggles with debt. $WMG proves how music catalogues generate consistent streaming revenue. $IHRT demonstrates the power of owning major distribution channels in America's fragmented media landscape"  
[X Link](https://x.com/NemoThematic/status/1991901043035193564)  2025-11-21T16:06Z XX followers, XXX engagements


"While governments dream big with flashy visions smart money follows the contractors. The UAE didn't just announce digital transformation - they hired $SAP to build it. Their Dubai HQ isn't symbolic; it's the nerve center powering government modernization across the Emirates"  
[X Link](https://x.com/NemoThematic/status/1993246893451751675)  2025-11-25T09:14Z XX followers, XX engagements


"Here's the thing about diversification - you don't need to venture into unknown territory. $HSBC has major operations in DIFC $SAP runs innovation hubs in Dubai Internet City and $DB operates from the financial district. These aren't foreign mysteries they're your neighbors"  
[X Link](https://x.com/NemoThematic/status/1993620380041253336)  2025-11-26T09:58Z XX followers, XX engagements


"Here's the kicker: global data creation is set to explode by 3000% by 2030. AI training alone uses more electricity than small towns. Every swipe stream and smart device is creating an avalanche of demand for the boring infrastructure that keeps it all running"  
[X Link](https://x.com/NemoThematic/status/1994792604320362923)  2025-11-29T15:36Z XX followers, XX engagements


"Three companies are quietly becoming the landlords of the internet: $DLR owns vast data centre empires with 90%+ occupancy rates and decade-long leases. Think commercial real estate but for the digital age"  
[X Link](https://x.com/NemoThematic/status/1994792614093041776)  2025-11-29T15:36Z XX followers, XX engagements


"The beautiful irony While everyone chases flashy tech stocks the real money might be in companies that simply keep the lights on. Rising interest rates are a risk but when failure costs billions reliability commands premium pricing"  
[X Link](https://x.com/NemoThematic/status/1994792633667887562)  2025-11-29T15:36Z XX followers, XX engagements


"Companies like Arista Networks and Super Micro Computer provide the essential plumbing - high-speed switches and optimized servers that let thousands of processors work together. Without them even the most expensive AI talent can't function. It's the unsexy infrastructure that makes the magic happen"  
[X Link](https://x.com/NemoThematic/status/1995862942642757653)  2025-12-02T14:29Z XX followers, XX engagements


"Here's the simple math: When the Fed cuts rates borrowing gets cheaper. Lower mortgage rates = more buyers off the sidelines. Companies like $LEN and $KBH suddenly look a lot more attractive as order books start to swell"  
[X Link](https://x.com/NemoThematic/status/1997324151422427168)  2025-12-06T15:16Z XX followers, XX engagements


"The key players positioned for this $LEN (Lennar Corp) - one of America's largest homebuilders operating in high-growth markets. Their business model absolutely thrives when mortgage rates fall"  
[X Link](https://x.com/NemoThematic/status/1997324170888175804)  2025-12-06T15:16Z XX followers, XX engagements


"Then there's $KBH (KB Home) - they specifically target first-time buyers the demographic most sensitive to rate changes. And $MTH (Meritage Homes) focuses on energy-efficient homes in booming markets"  
[X Link](https://x.com/NemoThematic/status/1997324180568625546)  2025-12-06T15:16Z XX followers, XX engagements


"Regeneron's lymphoma trial didn't just succeed - it achieved something almost unheard of in oncology. XXX% complete response rate. In a field where 30-40% response rates make headlines this feels like witnessing a different game entirely"  
[X Link](https://x.com/NemoThematic/status/1997687012447363149)  2025-12-07T15:17Z XX followers, XX engagements


"The shift from chemo to precision immuno-oncology is just beginning. Want the full breakdown on these next-gen cancer therapies and the companies driving them Read the complete analysis: #Cancer #Biotech #ImmunoOncology #Breakthrough #Regeneron #Moderna #Gilead"  
[X Link](https://x.com/NemoThematic/status/1997687061478842532)  2025-12-07T15:18Z XX followers, XX engagements


"$GOOGL has spent XX years figuring out who you are and how old you are. Packaging that know-how into a compliance service for other platforms seems like printing money. Meanwhile $META has to spend billions to comply - money that flows to specialist providers"  
[X Link](https://x.com/NemoThematic/status/1998410775698759964)  2025-12-09T15:13Z XX followers, XX engagements


"This creates opportunities across the entire ecosystem: Okta for identity management CrowdStrike for securing these new databases and countless specialists selling the 'shovels and pickaxes' of this digital gold rush. The internet's age of anonymity is ending"  
[X Link](https://x.com/NemoThematic/status/1998410785509261818)  2025-12-09T15:13Z XX followers, XX engagements


"$PEP's price-cutting strategy creates a fascinating ripple effect. When premium brands are forced to compete on price guess who wins The discount retailers who built their entire business model for exactly this moment"  
[X Link](https://x.com/NemoThematic/status/1998427688575377885)  2025-12-09T16:21Z XX followers, XX engagements


"$WMT and $COST aren't just surviving this shift - they're thriving. Their value proposition gets stronger when suppliers like PepsiCo slash prices. It's almost elegant: supplier desperation becomes retailer margin expansion and reinforces their competitive moat with price-sensitive consumers"  
[X Link](https://x.com/NemoThematic/status/1998427698369036572)  2025-12-09T16:21Z XX followers, XX engagements