# ![@PiyDW Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2229759702.png) @PiyDW Barren-AI in Metaverse

Barren-AI in Metaverse posts on X about $pah3de, $ripa, $tsla, porsche the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2229759702/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2229759702/c:line/m:interactions.svg)

- [--] Week [-----] +242%
- [--] Month [-----] +130%
- [--] Months [------] +39%
- [--] Year [------] -28%

### Mentions: [--] [#](/creator/twitter::2229759702/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2229759702/c:line/m:posts_active.svg)

- [--] Week [--] +218%
- [--] Month [--] +76%
- [--] Months [---] +51%
- [--] Year [---] -40%

### Followers: [---] [#](/creator/twitter::2229759702/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2229759702/c:line/m:followers.svg)

- [--] Week [---] +0.12%
- [--] Month [---] +1.40%
- [--] Months [---] +1.70%
- [--] Year [---] +17%

### CreatorRank: [---------] [#](/creator/twitter::2229759702/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2229759702/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50% [finance](/list/finance)  25% [technology brands](/list/technology-brands)  22% [automotive brands](/list/automotive-brands)  15% [luxury brands](/list/luxury-brands)  8% [countries](/list/countries)  4% [cryptocurrencies](/list/cryptocurrencies)  2% [social networks](/list/social-networks)  2% [fashion brands](/list/fashion-brands)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$pah3de](/topic/$pah3de) 10%, [$ripa](/topic/$ripa) 10%, [$tsla](/topic/$tsla) #685, [porsche](/topic/porsche) 7%, [$deo](/topic/$deo) 7%, [ai](/topic/ai) 5%, [$vowde](/topic/$vowde) 5%, [debt](/topic/debt) 4%, [$pypl](/topic/$pypl) 4%, [$meta](/topic/$meta) 4%

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@jbulltard1](/creator/undefined) [@blondesnmoney](/creator/undefined) [@lukastlmn](/creator/undefined) [@logicalthesis](/creator/undefined) [@bichonredux](/creator/undefined) [@saynototrading](/creator/undefined) [@kairospraxis](/creator/undefined) [@crussian17](/creator/undefined) [@scroogecapital](/creator/undefined) [@karanmgurnani](/creator/undefined) [@jerrycap](/creator/undefined) [@orrdavid](/creator/undefined) [@marketplunger1](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@bioinvestor24](/creator/undefined) [@newstart2024](/creator/undefined) [@akramsrazor](/creator/undefined) [@nietschecapital](/creator/undefined) [@hoomansv](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Diageo plc (DEO)](/topic/$deo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Fiserv Inc (FISV)](/topic/$fisv) [StaFi (FIS)](/topic/$fis) [Snap, Inc. (SNAP)](/topic/$snap) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Okta Inc (OKTA)](/topic/$okta) [Global Payments Inc (GPN)](/topic/$gpn) [Coupang, Inc.  (CPNG)](/topic/$cpng) [S&P Global Inc (SPGI)](/topic/$spgi) [Ferrari N.V. (RACE)](/topic/$race) [Stellantis N.V. (STLA)](/topic/$stla) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [GitLab Inc. (GTLB)](/topic/$gtlb) [Accenture (ACN)](/topic/$acn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [SPX6900 (SPX)](/topic/$spx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Microsoft Corp. (MSFT)](/topic/$msft) [Spotify Technology (SPOT)](/topic/$spot) [Charter Communications Inc (CHTR)](/topic/$chtr) [Moody's Corporation (MCO)](/topic/$mco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@dalibali2 Look at $tost $fisv $fis O don't understand why $four short interest in so high"  
[X Link](https://x.com/PiyDW/status/2018983735950229621)  2026-02-04T09:43Z [---] followers, [---] engagements


"@bioinvestor24 Any idea what did $pfe & $nvo saw in matsera that they didn't see in $vktx"  
[X Link](https://x.com/PiyDW/status/2020724802521043004)  2026-02-09T05:01Z [---] followers, [---] engagements


"@newstart_2024 They impeached a gentleman and monsters like Clinton left the WH laughing"  
[X Link](https://x.com/PiyDW/status/2020986314355769589)  2026-02-09T22:21Z [---] followers, [--] engagements


"@akramsrazor Sir can you arrange a buyout of $gtlb"  
[X Link](https://x.com/PiyDW/status/2021311176764797346)  2026-02-10T19:51Z [---] followers, [---] engagements


"@dalibali2 Or just buy $acn"  
[X Link](https://x.com/PiyDW/status/2021484216865927605)  2026-02-11T07:19Z [---] followers, [---] engagements


"@LogicalThesis i hv been long since a long time. the mngmnt is good but bad in communication not too expensive in any metric and on chart/technicals stock didnt made any new lows recently. The cyber sec is the only positive from agentic unless anthropic invesnts new identity protocol"  
[X Link](https://x.com/PiyDW/status/2021488855309058499)  2026-02-11T07:37Z [---] followers, [--] engagements


"@Nietschecapital Don't compare the uncomparables. I am long $rddt but one is a infra lvl play on endpoint inference TAM while the other is a discussion board selling ads & organic data to LLMs. Ad biz is usually lower multiple"  
[X Link](https://x.com/PiyDW/status/2021499895861985396)  2026-02-11T08:21Z [---] followers, [--] engagements


"@hoomansv [---] week line of [---] gap fill"  
[X Link](https://x.com/PiyDW/status/2022070283629432832)  2026-02-12T22:08Z [---] followers, [---] engagements


"@BichonRedux $snap has debt I don't think. How many DAUs for snap"  
[X Link](https://x.com/PiyDW/status/2022433224543342947)  2026-02-13T22:10Z [---] followers, [---] engagements


"This is a developed country large-cap index. $IBEX35 (Spain large cap) Nine of your furus like @jimcramer @tomlee asked you to buy this"  
[X Link](https://x.com/PiyDW/status/2020839398435115090)  2026-02-09T12:37Z [---] followers, [--] engagements


"@SayNoToTrading Since last year atleast for me almost all of the search results in the 2nd or 3rd lvl in Google search are towards Reddit. So Google is the funnel for reddit and that is a great moat to have. But maybe all those searches aren't the monetisable search"  
[X Link](https://x.com/PiyDW/status/2022815519061995766)  2026-02-14T23:29Z [---] followers, [--] engagements


"@SayNoToTrading There is a long-term bullish case for $rddt that is internet as we know wd be just aislop & in that future wld user generated $rddt has alot more value. The issue with $rddt is that it's mostly geek stuff & the site doesn't hv sleek feel of Instagram"  
[X Link](https://x.com/PiyDW/status/2022816200225329407)  2026-02-14T23:32Z [---] followers, [--] engagements


"$goog is $appl r&d department"  
[X Link](https://x.com/anyuser/status/2019685005983903872)  2026-02-06T08:10Z [---] followers, [--] engagements


"Someone should tell TMT buysiders that Mainframes still exist and sell well and I still code in cobol in years 2026"  
[X Link](https://x.com/PiyDW/status/2020160564933079474)  2026-02-07T15:39Z [---] followers, [--] engagements


"Trump needs to ban AI usage in the enterprise ro save us from disaster.🤣"  
[X Link](https://x.com/PiyDW/status/2022093974476144847)  2026-02-12T23:42Z [---] followers, [--] engagements


"@jbulltard1 You forget that $amzn has the highest exposure to anthropic. But $amzn hodlers don't have $tsla kind of diamond hands"  
[X Link](https://x.com/PiyDW/status/2022817282049597588)  2026-02-14T23:36Z [---] followers, [---] engagements


"@walt373 What about $snap"  
[X Link](https://x.com/PiyDW/status/2022818472758001943)  2026-02-14T23:41Z [---] followers, [---] engagements


"Isn't edge computing bullish for cpus $intc $amd"  
[X Link](https://x.com/anyuser/status/2016221542615544140)  2026-01-27T18:47Z [---] followers, [---] engagements


"$okta agents needs security. This name hasn't made a new low"  
[X Link](https://x.com/anyuser/status/2019705567670133185)  2026-02-06T09:31Z [---] followers, [--] engagements


"Has markets ever bottomed on Monday $spx $qqq $spy $nq"  
[X Link](https://x.com/PiyDW/status/2019769816903458924)  2026-02-06T13:47Z [---] followers, [--] engagements


"$msft real moat is its distribution otherwise even though Linux is almost free "  
[X Link](https://x.com/PiyDW/status/2022819134539522352)  2026-02-14T23:43Z [---] followers, [--] engagements


"@dalibali2 Don't forget that payment can't be disrupted even of you can vibecode a new button every day because nobody is going to use it. $pypl $fisv $fis $gpn"  
[X Link](https://x.com/PiyDW/status/2021854812480876680)  2026-02-12T07:52Z [---] followers, [---] engagements


"@TBU12345678 Why are the selling $meta"  
[X Link](https://x.com/PiyDW/status/2022433965542645845)  2026-02-13T22:13Z [---] followers, [---] engagements


"@KairosPraxis Expensive .what is the margin trajectory. They recently lost Spotify I suppose"  
[X Link](https://x.com/PiyDW/status/2022439795142856732)  2026-02-13T22:36Z [---] followers, [---] engagements


"$cpng : long thesis. https://confluencealpha.com/2026/01/27/coupang-nyse-cpng-amazon-of-south-korea-caught-up-in-regulatory-political-turmoil/ https://confluencealpha.com/2026/01/27/coupang-nyse-cpng-amazon-of-south-korea-caught-up-in-regulatory-political-turmoil/"  
[X Link](https://x.com/anyuser/status/2016197942701367410)  2026-01-27T17:13Z [---] followers, [---] engagements


"$chtr inflection story. Light at the end of the tunnel. Capex ending"  
[X Link](https://x.com/anyuser/status/2019892057813238046)  2026-02-06T21:52Z [---] followers, [--] engagements


"Today i did an unforgivable sin in finX. I should be stripped canned & chased off. Iam sorry"  
[X Link](https://x.com/PiyDW/status/2020975095125250377)  2026-02-09T21:36Z [---] followers, [---] engagements


"$spgi .so much for the moat & quality investing. Chris Hohn of TCI is 10% on $spgi"  
[X Link](https://x.com/PiyDW/status/2021202524469071982)  2026-02-10T12:40Z [---] followers, [---] engagements


"Have we stress tested this portfolio using VAR The pb is a lot of value/garp/quality ppl listen to these guys. $spgi $mco $fico"  
[X Link](https://x.com/PiyDW/status/2021222880155926849)  2026-02-10T14:01Z [---] followers, [---] engagements


"@ByRakeshSimha Read about the word called "foundry yield" before even saying such & such designed such chips"  
[X Link](https://x.com/PiyDW/status/2021494937515393496)  2026-02-11T08:02Z [---] followers, [--] engagements


"@jbulltard1 $amzn needs $tsla type stock holders"  
[X Link](https://x.com/PiyDW/status/2022085236864299070)  2026-02-12T23:07Z [---] followers, [---] engagements


"@jbulltard1 I think compute tailwind would be a lot for the future if one wants to bet that anthropic would be the AI model winner inside the enterprise. I think stock is sell-off due to fcf scare from [---] bln Capex and I think it's the peak numbers"  
[X Link](https://x.com/PiyDW/status/2022819834019381482)  2026-02-14T23:46Z [---] followers, [--] engagements


"@trentkelp $cpng trump is your friend"  
[X Link](https://x.com/PiyDW/status/2016231579111092733)  2026-01-27T19:27Z [---] followers, [---] engagements


"@Crussian17 $snap better except if you can convince govt to not ban social media for kids"  
[X Link](https://x.com/PiyDW/status/2016625128558194738)  2026-01-28T21:31Z [---] followers, [---] engagements


"@stevehou At some points American govt wd try hard to lower gold prices I suppose. Let's say a central bank buys gold at 5000$ but what happens to its balance sheet if gold comes back to 2500$"  
[X Link](https://x.com/PiyDW/status/2017945989634560390)  2026-02-01T12:59Z [---] followers, [--] engagements


"@scroogecapital Iam french and has been involved with these names since [----] atleast. Recently $ODET.pa is doing alot of buybacks of $BOL.pa. and the shareprices ate stagnant. These buyback pgms are managed by a 3rd party brokerage firm which knows how to constantly put ceiling on prices"  
[X Link](https://x.com/PiyDW/status/1583796510692900864)  2022-10-22T12:24Z [---] followers, [--] engagements


"@scroogecapital The way this buyback pgm is going on in open markets.iam surprised that some arbitrage funds are not front running $ODET.pa purchase of $BOL.pa. This shows how poor liquidity is in french mkt. $VIV shares dropped from [--] to below [--] last month.surprised how this is going"  
[X Link](https://x.com/PiyDW/status/1583797953692516353)  2022-10-22T12:30Z [---] followers, [--] engagements


"@KaranMGurnani I hv already discussed this .but all the speculators like to own clean names and they don't like holding company. So hot money leaving $PAH.de to chase $P911. For PAH i wd really like to know the debt they took to buyback PAG voting stock"  
[X Link](https://x.com/PiyDW/status/1585012263056203777)  2022-10-25T20:55Z [---] followers, [--] engagements


"@KaranMGurnani I hv shares of $PAH and Iam really selling monthly calls against it to reduce my cost basis which is around 64"  
[X Link](https://x.com/PiyDW/status/1585012724173766656)  2022-10-25T20:57Z [---] followers, [--] engagements


"@JerryCap Bro if think these stocks are cheap then what wd you say for $VOW.de or $PAH3.de"  
[X Link](https://x.com/PiyDW/status/1588284358296993793)  2022-11-03T21:37Z [---] followers, [--] engagements


"@orrdavid @marketplunger1 18bn market cap gets you - 125% of porsche AG directly ($P911.de) & 25% of voting rights valued more than 88bn (11 bn) - 31% of Volkswagen and more than 51% of boting rights. (Mc of [--] bln) - vw still owns 75% of PAG so PSE owns [--] bn worth of indirectly(.310.75x88)"  
[X Link](https://x.com/PiyDW/status/1596654538315878400)  2022-11-26T23:58Z [---] followers, [--] engagements


"@mxschumacher @orrdavid @marketplunger1 I agree with you.but $PAH.de is not even valued like them. You can't tell me that markets can value $RACE at 41x $TSLA at 80x. and even $P911.de at 20x but the holding company with controlling rights on Porsche+ VOW at neg equity. The thread is abt cheap stocks"  
[X Link](https://x.com/PiyDW/status/1596873325271449601)  2022-11-27T14:27Z [---] followers, [--] engagements


"@BobZ3254 @bryanellis44 I don't agree unless someone proves to me that $TSLA books are cooked. Better comp than $BMW or $RACE is porsche AG($P911.de) as they hv similar margins with lower vol of 400k. Marketcap is 90billion at 20xeps. $TSLA has higher growth rate. They can do 12bln of profits this yr"  
[X Link](https://x.com/PiyDW/status/1608796502687895555)  2022-12-30T12:05Z [---] followers, [---] engagements


"$VNA.de #vonovia looks like trash rn like US regional banks. dumb managers bought the other big resi reit in height of [----]. Good luck we are already talking cap raise Vonovia/German property: stately pile of debt needs underpinning https://t.co/2QFwcngjua opinion Vonovia/German property: stately pile of debt needs underpinning https://t.co/2QFwcngjua opinion"  
[X Link](https://x.com/PiyDW/status/1640468466770776064)  2023-03-27T21:38Z [---] followers, [---] engagements


"Pernod Ricard $RI.pa .does it look interesting"  
[X Link](https://x.com/PiyDW/status/1709298853646602719)  2023-10-03T20:06Z [---] followers, [---] engagements


"This may explain weakness on $DEO (diageo) and Pernod Ricard. $RI.PA Some thoughts on the potential impact of GLP-1s on alcohol consumption from my industry primer https://t.co/IRQYW1kCQp Some thoughts on the potential impact of GLP-1s on alcohol consumption from my industry primer https://t.co/IRQYW1kCQp"  
[X Link](https://x.com/PiyDW/status/1713668473564414101)  2023-10-15T21:29Z [---] followers, [----] engagements


"@RihardJarc i hope you saw the price action in $WLN.pa today and its impact on $adyen"  
[X Link](https://x.com/PiyDW/status/1717215641256538515)  2023-10-25T16:24Z [---] followers, [---] engagements


"$rui.pa (rubis) this french energy distribution company pays 10% div. European markets are crazy. Look at chart"  
[X Link](https://x.com/PiyDW/status/1717278830937665820)  2023-10-25T20:35Z [---] followers, [---] engagements


"SOCGEN $GLE.pa trades at .33 x bv .pays 8% div and held up better than most of US banks which were supposed to be better capitalized and better managed"  
[X Link](https://x.com/PiyDW/status/1717280630411567277)  2023-10-25T20:43Z [---] followers, [---] engagements


"Mercedes-Benz shares fall 6% as CFO warns on 'brutal' EV space $tsla $vow.de $mbg.de http://cnbc.com http://cnbc.com"  
[X Link](https://x.com/PiyDW/status/1717567818252607497)  2023-10-26T15:44Z [---] followers, [---] engagements


"$deo diageo. Consumers are in trade down mood. $ri.pa pernod ricard"  
[X Link](https://x.com/PiyDW/status/1723132396269113499)  2023-11-11T00:15Z [---] followers, [---] engagements


"$WLN.pa credit agricole may be interested in worldline"  
[X Link](https://x.com/PiyDW/status/1732541951080026318)  2023-12-06T23:26Z [---] followers, [---] engagements


"Street has given up hope on booze stocks. $DEO $RI.pa $ABI Remy cointreau"  
[X Link](https://x.com/PiyDW/status/1732542417469943882)  2023-12-06T23:27Z [---] followers, [---] engagements


"$DiM.pa looks like it has bottomed. A candidate to sell puts at 160s in short pullback"  
[X Link](https://x.com/PiyDW/status/1736144169758753047)  2023-12-16T22:00Z [---] followers, [---] engagements


"Pas beuno por $ri.pa pernodricard. Not good for them. Indias love for whisky may be about to shake up liquor brands. The nations quick transition from whisky consumer to producer has come as a shock to big names like Pernod Ricard and Diageo which have long dominated the whisky trade https://t.co/PTNFpFH5KP https://t.co/6OWP94IHpT Indias love for whisky may be about to shake up liquor brands. The nations quick transition from whisky consumer to producer has come as a shock to big names like Pernod Ricard and Diageo which have long dominated the whisky trade https://t.co/PTNFpFH5KP"  
[X Link](https://x.com/PiyDW/status/1743400587062902871)  2024-01-05T22:34Z [---] followers, [---] engagements


"China is now f'cking booze companies. $ri.pa pernod ricard $deo diageo $DGE.L"  
[X Link](https://x.com/PiyDW/status/1743401283308929432)  2024-01-05T22:37Z [---] followers, [---] engagements


"Pernod ricard is on covod level. I guess nobody drinks whiskey any more. $ri.pa $deo"  
[X Link](https://x.com/PiyDW/status/1749921751906074758)  2024-01-23T22:27Z [---] followers, [---] engagements


"@blondesnmoney Hv you looked at french car rental Company ALD (ayvens) . Biggest profit center for $gle.pa which I see in your portfolio"  
[X Link](https://x.com/PiyDW/status/1760053341978014175)  2024-02-20T21:26Z [---] followers, [---] engagements


"Booze companies hv been killed. They used to trade on Rick valuations $deo $ri.pa $bf.b"  
[X Link](https://x.com/PiyDW/status/1800310256309817799)  2024-06-10T23:33Z [---] followers, [---] engagements


"Some of the plays for China stimulus/consumer stories could be $mc.pa $rco.pa (remy) kering ($ker.pa) $ri.pa"  
[X Link](https://x.com/PiyDW/status/1838469448337928340)  2024-09-24T06:44Z [---] followers, [---] engagements


"Ubisoft ($ubi.fp) a knife that is always falling. @Sleepysolcap hav you ever looked at this pos"  
[X Link](https://x.com/PiyDW/status/1839306572067123480)  2024-09-26T14:10Z [---] followers, [--] engagements


"Muca had a great run at renault can he do it at gucci owner kering $ker.pa Kering the struggling French luxury group behind Gucci is set to name Renault Chief Executive Luca de Meo as its new chief executive https://t.co/rnwKUAAUKU Kering the struggling French luxury group behind Gucci is set to name Renault Chief Executive Luca de Meo as its new chief executive https://t.co/rnwKUAAUKU"  
[X Link](https://x.com/PiyDW/status/1934878702661210514)  2025-06-17T07:40Z [---] followers, [--] engagements


"@SingularityRes $ptsg don't they hv to buy memory from the likes of sandisk"  
[X Link](https://x.com/PiyDW/status/2010674291151442346)  2026-01-12T11:24Z [---] followers, [---] engagements


"@TokyoAlphaMind @KrisPatel99 Do you think $hum is worth trying here or is it still not good"  
[X Link](https://x.com/PiyDW/status/2017133656322507107)  2026-01-30T07:11Z [---] followers, [--] engagements


"@blondesnmoney Look at socit generale bro"  
[X Link](https://x.com/PiyDW/status/2017327488183988293)  2026-01-30T20:02Z [---] followers, [--] engagements


"$sofi continues to be a shitco in once-a-decade banking bull market"  
[X Link](https://x.com/anyuser/status/2017374292510441841)  2026-01-30T23:08Z [---] followers, [---] engagements


"@Crussian17 almost all saas bar a few cyber such as $okta"  
[X Link](https://x.com/PiyDW/status/2018442678678245792)  2026-02-02T21:53Z [---] followers, [--] engagements


"@noyesclt I hv one q why $pypl why not $fis $fisv $gpn $tost $four $block and 100s of other"  
[X Link](https://x.com/PiyDW/status/2018800919601913890)  2026-02-03T21:37Z [---] followers, [---] engagements


"@blondesnmoney Throwback $pypl"  
[X Link](https://x.com/PiyDW/status/2018827332539265474)  2026-02-03T23:21Z [---] followers, [---] engagements


"@LukasTlmn $PAH3.DE are non voting shares. Is it possible that the porsche holding sell these shares to buy porsche AG voting shares during IPO. Moreover is it possible for porsche holding to distribute dividends only to holders of voting shares (non listed & owned by family)"  
[X Link](https://x.com/PiyDW/status/1567079469998903299)  2022-09-06T09:17Z [---] followers, [--] engagements


"@tobias_2169 @LukasTlmn Ya true.I like the $PAH3.de valuations but iam sure iam missing something. Why is this name not catching a bid after going down more than 4% last week. $VOW is up 4% today"  
[X Link](https://x.com/PiyDW/status/1567146196463910913)  2022-09-06T13:42Z [---] followers, [--] engagements


"@nc_contrarian @LukasTlmn @apayne38JP Anyone still following this.$PAH3.de /VOW.de dumping hard today even though the porsche AG IPO was successful. Any reason.people are selling holding company to buy stakes in porsche AG"  
[X Link](https://x.com/PiyDW/status/1575391795290284038)  2022-09-29T07:47Z [---] followers, [--] engagements


"@Donnie_Brasco97 Good points.value investors in $PAH3.de got burned 🔥 today. They are also taking [---] billion of debt to finance buying 25%+1 shares of Porsche AG. This means maybe Porsche SE won't pay dividends for few years. What do you think"  
[X Link](https://x.com/PiyDW/status/1575413667734196226)  2022-09-29T09:14Z [---] followers, [--] engagements


"@JerryCap $TMO and $DHR down today due to $DIM.PA (sartorius) results. These [--] biz are very similar selling machine and consommables to Labs.nice tailwind.tough comps due to post covid"  
[X Link](https://x.com/PiyDW/status/1582782112297803776)  2022-10-19T17:13Z [---] followers, [--] engagements


"No country for cheap stock .all furus writing [---] pages thesis on ponzi crap saas/$ARKK names like $PYPL or $TWLO.but no one talks abt $VOW.de or $PAH3.de "  
[X Link](https://x.com/PiyDW/status/1588283965407797248)  2022-11-03T21:36Z [---] followers, [--] engagements


"$ald.pa ALD SA 13% div yield"  
[X Link](https://x.com/PiyDW/status/1706389945202446529)  2023-09-25T19:27Z [---] followers, [---] engagements


"This cheap french stock $tep.pa (once a darling and now beaten down) has based out and looks like a coiled spring ready to run. Looks a lot like $meta in [----]. Now above [---] dma and higher highs & lower lows. Cross over of MAs at same @SupBagholder Does teleperformance(https://t.co/oBLQo9K0fW) the biggest call center operator in the world look like $META. Collateral damage of AI. 11xeps for erstwhile growth stock. Mayoral acquisition with cash+stock deal underway. https://t.co/uxVwgW3Xgn Does teleperformance(https://t.co/oBLQo9K0fW) the biggest call center operator in the world look like"  
[X Link](https://x.com/PiyDW/status/1748724031275065845)  2024-01-20T15:07Z [---] followers, [---] engagements


"With $TSLA dump & $GM beat & gap up it seems that finally markets are waking to the fact that traditional OEM aren't dead which means sell EV companies & buy old auto. $vow.de $pah3.de $stla $PAH3 Using Ferrari's comps Lambo is worth north of 20bn which is basically a third of the entire market cap of $VOW. I will repeat it for the millionth time - $PAH3 and $VOW are the cheapest large caps in the world (on the basis of price vs value vs quality). $PAH3 Using Ferrari's comps Lambo is worth north of 20bn which is basically a third of the entire market cap of $VOW. I will repeat it for the"  
[X Link](https://x.com/PiyDW/status/1752451585613996506)  2024-01-30T21:59Z [---] followers, [---] engagements


"@TwainsMustache $pah3.de is itself a non voting share. Is it cheap .yes but mngmnt unions & family.no body cares for minority shareholders"  
[X Link](https://x.com/PiyDW/status/1755379037390713139)  2024-02-07T23:52Z [---] followers, [---] engagements


"$pah3.de (porsche) cheap value name coming out of long basing pattern just crossed 200dma. Is it good Cheap ✔ TA check ✔ Let's see"  
[X Link](https://x.com/PiyDW/status/1762399933200482569)  2024-02-27T08:51Z [---] followers, [---] engagements


"AI collateral damage. Blood . Teleperformance $tep.pa"  
[X Link](https://x.com/PiyDW/status/1765655579412832549)  2024-03-07T08:27Z [---] followers, [---] engagements


"Roche $rog.sw has been beaten to multi yr low support of 2018"  
[X Link](https://x.com/PiyDW/status/1787407315529760993)  2024-05-06T09:01Z [---] followers, [---] engagements


"$su.pa is an AI play from France. This chart is a work of beauty. They hv alot of electrical systems used in datacenters"  
[X Link](https://x.com/PiyDW/status/1787593851152052524)  2024-05-06T21:22Z [---] followers, [---] engagements


"AYVENS (EX ALD) $ald.pa looks like it's good from here. Bottomed with inverse H&S. @blondesnmoney Hv you looked at french car rental Company ALD (ayvens) . Biggest profit center for $gle.pa which I see in your portfolio. @blondesnmoney Hv you looked at french car rental Company ALD (ayvens) . Biggest profit center for $gle.pa which I see in your portfolio"  
[X Link](https://x.com/PiyDW/status/1787759991044145265)  2024-05-07T08:22Z [---] followers, [---] engagements


"Dutch company $alfen. If you are a short seller company come to Europe. No liquidity. This company was a charging station champion. Stock ran up too much during covid boom"  
[X Link](https://x.com/PiyDW/status/1806066845059035391)  2024-06-26T20:47Z [---] followers, [---] engagements


"@SixSigmaCapital sorry i confounded with oct report which had similar trend. below is the full report. Hybrids + toyota doing greats. $tsla down -40% with EV doing -9% EU. Strange thing is UK is the only market that is saving EVs (maybe because of subsidies ) . https://www.acea.auto/files/Press_release_car_registrations_November_2024.pdf https://www.acea.auto/files/Press_release_car_registrations_November_2024.pdf"  
[X Link](https://x.com/PiyDW/status/1869883694112010357)  2024-12-19T23:13Z [---] followers, [---] engagements


"@SixSigmaCapital $STLA is wrong footed with fiat brands getting almost killed. VW sales are holding up despite share price in gutters. (porsche/skoda great but audi/seat bad +VW core ok). $MBZ.de & $BMW.de are okish"  
[X Link](https://x.com/PiyDW/status/1869885063858430428)  2024-12-19T23:18Z [---] followers, [--] engagements


"Shouldn't $dsy.PA catch some bids since sentiment on application software has improved over the last [--] weeks and $ ADSK is pumping after-hours. 6x EV/sales @dalibali2 any thoughts"  
[X Link](https://x.com/PiyDW/status/1961176568400589253)  2025-08-28T21:18Z [---] followers, [--] engagements


"After the sell rating from UBS yesterday.this PT from MS is a joke. I think world has stopped boozing or maybe we are entering prohibition era again. $DEO $DGE.L Street has given up hope on booze stocks. $DEO $RI.pa $ABI Remy cointreau https://t.co/czDVgtNLee Street has given up hope on booze stocks. $DEO $RI.pa $ABI Remy cointreau https://t.co/czDVgtNLee"  
[X Link](https://x.com/PiyDW/status/1732830944334070097)  2023-12-07T18:34Z [---] followers, [---] engagements


"$dsy.pa - dassault systems : 6bln revenue - market cap :46 bln . good balancesheet + cash generation. [---] bln of fcf. look most of the covid premiums on this quality software has gone. far better mngmnt than $adsk. growth guidance has been subdued post covid(7%-8%). neither cheap"  
[X Link](https://x.com/PiyDW/status/1803494112915759111)  2024-06-19T18:24Z [---] followers, [---] engagements


"$cnh oversold conditions cycle lows.weakness similar to deere. Still $exor is involved"  
[X Link](https://x.com/PiyDW/status/1808418655643873727)  2024-07-03T08:33Z [---] followers, [---] engagements


"$rog.sw roche this proved to be a good trade. Recently they had good data from their wl drug glp1 from carmot acquisition"  
[X Link](https://x.com/PiyDW/status/1814031864216076372)  2024-07-18T20:17Z [---] followers, [--] engagements


"$ec ecopetrol with 16% div yield just crossed [---] dma from.basing pattern"  
[X Link](https://x.com/PiyDW/status/1890076972866498729)  2025-02-13T16:34Z [---] followers, [---] engagements


"Valeo french auto components maker. $fr.pa Looks it has bottomed. Bought a starter position"  
[X Link](https://x.com/PiyDW/status/1966102383714238934)  2025-09-11T11:31Z [---] followers, [--] engagements


"Indian brahmins of the 2020s = European jews of the 1940s. Fifty per cent of rickshaw-pullers in Delhis Patel Nagar are Brahmins. Did you also know that most rickshaw pullers in Banaras are Brahmins & 75% of domestic help and cooks in Andhra Pradesh are Brahmins. With average income of Brahmins being less than that of non-Brahmins a Fifty per cent of rickshaw-pullers in Delhis Patel Nagar are Brahmins. Did you also know that most rickshaw pullers in Banaras are Brahmins & 75% of domestic help and cooks in Andhra Pradesh are Brahmins. With average income of Brahmins being less than that of"  
[X Link](https://x.com/PiyDW/status/2017918418528145810)  2026-02-01T11:10Z [---] followers, [--] engagements


"$VOW.de $VOW.de $PAH3.de (volkswagen) trades on 1/3rd multiple of $TOY (toyota) & Toyota trades at 10x eps. Obviously toyota is better managed operationally but VOW has better luxary brands which can be ipoed & headstart in EVs"  
[X Link](https://x.com/PiyDW/status/1657099707829702667)  2023-05-12T19:05Z [---] followers, [---] engagements


"So Wall Street was telling you to sell megacaps & buy rockdiggers shiny stones. Go fuck yourselves"  
[X Link](https://x.com/anyuser/status/2016633682962882718)  2026-01-28T22:05Z [---] followers, [--] engagements


"If Epstein was as connected or a Mossad agent as they say why then was the fucker using http://Gmail.com http://Gmail.com"  
[X Link](https://x.com/PiyDW/status/2018118605003448672)  2026-02-02T00:25Z [---] followers, [--] engagements


"This degen nerd never visited the islands or took Lollita Express trips maybe because he is a . $meta"  
[X Link](https://x.com/PiyDW/status/2018123525358260670)  2026-02-02T00:45Z [---] followers, [--] engagements


"$meta why isn't market bullish on this name"  
[X Link](https://x.com/PiyDW/status/2018416779098206279)  2026-02-02T20:10Z [---] followers, [--] engagements

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