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# ![@PythiaR Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1136680950769651712.png) @PythiaR Pythia Cap: Vertical Market Sycophant

Pythia Cap: Vertical Market Sycophant posts on X about $csuto, $asml, asml, $tdg the most. They currently have XXXXXX followers and 1105 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1136680950769651712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +2.20%

### Mentions: XX [#](/creator/twitter::1136680950769651712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXXXX +4.30%
- X Year XXXXX +96%

### Followers: XXXXXX [#](/creator/twitter::1136680950769651712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:followers.svg)

- X Week XXXXXX +0.29%
- X Month XXXXXX +2.10%
- X Months XXXXXX +7.80%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1136680950769651712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1136680950769651712/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXX% [currencies](/list/currencies)  #2827 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #22, [$asml](/topic/$asml) #26, [asml](/topic/asml) #57, [$tdg](/topic/$tdg) #2, [$rgen](/topic/$rgen) #1, [$dhr](/topic/$dhr) #6, [$clpt](/topic/$clpt) #12, [over the](/topic/over-the) 0.45%, [$twst](/topic/$twst) #3, [$tsm](/topic/$tsm) #144

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@invesquotes](/creator/undefined) [@jerrycap](/creator/undefined) [@tbu12345678](/creator/undefined) [@lexmutatio](/creator/undefined) [@longonlylarry](/creator/undefined) [@lefttailguy](/creator/undefined) [@brentmuio](/creator/undefined) [@oilgodjames](/creator/undefined) [@compoundpapi](/creator/undefined) [@nopeitslily](/creator/undefined) [@coalemusguy](/creator/undefined) [@sharpeshark](/creator/undefined) [@revcap](/creator/undefined) [@libertyrpf](/creator/undefined) [@inglouriouscap](/creator/undefined) [@benfranksaltego](/creator/undefined) [@gekkoadvisors](/creator/undefined) [@taobanker](/creator/undefined) [@thelapurchaser](/creator/undefined)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [Repligen, Corp. (RGEN)](/topic/$rgen) [Danaher Corporation (DHR)](/topic/$dhr) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Zoetis Inc (ZTS)](/topic/$zts) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [GE Vernova Inc. (GEV)](/topic/$gev) [Synopsys, Inc. (SNPS)](/topic/$snps) [Iagon (IAG)](/topic/$iag) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [KLA Corp (KLAC)](/topic/$klac) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Elcoin (EL)](/topic/$el) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [4 (FOUR)](/topic/$four) [Caught in 4K (4K)](/topic/$4k) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [McKesson Corporation (MCK)](/topic/mckesson) [Entegris, Inc. (ENTG)](/topic/$entg) [Accenture (ACN)](/topic/$acn) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Teradyne, Inc. (TER)](/topic/$ter) [Advanced Micro Devices (AMD)](/topic/$amd) [Goldman Sachs (GS)](/topic/goldman-sachs) [Apple, Inc. (AAPL)](/topic/$aapl) [Johnson & Johnson (JNJ)](/topic/$jnj) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [PepsiCo, Inc. (PEP)](/topic/$pep) [BHP Group Limited (BHP)](/topic/$bhp) [Ferrari N.V. (RACE)](/topic/$race) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Stryker Corporation (SYK)](/topic/$syk) [West Pharmaceutical Services Inc. (WST)](/topic/$wst)
### Top Social Posts [#](/creator/twitter::1136680950769651712/posts)
---
Top posts by engagements in the last XX hours

"At $X you were buying $CLPT below replacement cost"  
[X Link](https://x.com/PythiaR/status/1978581042584768515) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:57Z 64.7K followers, 20K engagements


"@JerryCap $CSU.TO should buy $FOUR 👀"  
[X Link](https://x.com/PythiaR/status/1979172103719948793) [@PythiaR](/creator/x/PythiaR) 2025-10-17T13:06Z 64.7K followers, 1714 engagements


"Got my wish for sad reasons unfortunately. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1971239196028514492) [@PythiaR](/creator/x/PythiaR) 2025-09-25T15:43Z 64.7K followers, 8834 engagements


"The year is 2029 $CSU.TO buys $CRWV Mark Leonards cloud based consciousness laughs from his server"  
[X Link](https://x.com/PythiaR/status/1976320433793495403) [@PythiaR](/creator/x/PythiaR) 2025-10-09T16:14Z 64.7K followers, 4573 engagements


"McKesson basically outlining the Bioprocessing thesis. Overall drug spending X% CAGR to 2029 in the US & Canada Within that specialty (most of which is biologics) taking share from traditional (small molecule). $DHR $RGEN $TMO"  
[X Link](https://x.com/PythiaR/status/1978559375334899818) [@PythiaR](/creator/x/PythiaR) 2025-10-15T20:31Z 64.7K followers, 13.9K engagements


"@S_curvecap $CSU.TO *ducks*"  
[X Link](https://x.com/PythiaR/status/1978836524629197120) [@PythiaR](/creator/x/PythiaR) 2025-10-16T14:52Z 64.7K followers, XXX engagements


"$AMZN is the biggest loser in AI"  
[X Link](https://x.com/PythiaR/status/1978954612062224749) [@PythiaR](/creator/x/PythiaR) 2025-10-16T22:42Z 64.7K followers, 41.4K engagements


"@rev_cap @andrewrsorkin No its a much deeper issue than just the central bank. The rot goes through all branches of government"  
[X Link](https://x.com/PythiaR/status/1979709023076417567) [@PythiaR](/creator/x/PythiaR) 2025-10-19T00:39Z 64.7K followers, 1273 engagements


"ICYMI Canada is now nationalizing properties in major metros on behalf of the First Nations So thats fun"  
[X Link](https://x.com/PythiaR/status/1979920409240711570) [@PythiaR](/creator/x/PythiaR) 2025-10-19T14:39Z 64.7K followers, 22.2K engagements


"$WCN turning on buybacks"  
[X Link](https://x.com/PythiaR/status/1948353692358607277) [@PythiaR](/creator/x/PythiaR) 2025-07-24T12:04Z 64.7K followers, 9294 engagements


"Ex gov spending US GDP is flat to down - $WCN"  
[X Link](https://x.com/PythiaR/status/1951263171018367196) [@PythiaR](/creator/x/PythiaR) 2025-08-01T12:46Z 64.7K followers, 6527 engagements


"$KLAC now trading at a X turn premium on 2027 #s to $ASML"  
[X Link](https://x.com/PythiaR/status/1951327806886994064) [@PythiaR](/creator/x/PythiaR) 2025-08-01T17:02Z 64.7K followers, 4548 engagements


"$ENTG and $ASML now trading at EV/EBITDA parity"  
[X Link](https://x.com/PythiaR/status/1951335691344052618) [@PythiaR](/creator/x/PythiaR) 2025-08-01T17:34Z 64.7K followers, 2743 engagements


"Why have all the IT services guys shit the bed the last 2-3 weeks $ACN $CTSH $DAVA $EPAM"  
[X Link](https://x.com/PythiaR/status/1953202767394423133) [@PythiaR](/creator/x/PythiaR) 2025-08-06T21:13Z 64.7K followers, 46.1K engagements


"And youre selling your gold anon. They painted the White House gold and youre selling your gold"  
[X Link](https://x.com/PythiaR/status/1965198411013259402) [@PythiaR](/creator/x/PythiaR) 2025-09-08T23:39Z 64.7K followers, 6381 engagements


"$RYAN EV/Forward EBITDA. Very highly adjusted adjusted earnings + E&S maybe early in its deccel make it a hard long but one to watch"  
[X Link](https://x.com/PythiaR/status/1965508993692123422) [@PythiaR](/creator/x/PythiaR) 2025-09-09T20:13Z 64.7K followers, 3267 engagements


"Every time E&S CR hit XX you had a bad time. Every time it hit 95-100+ you had a good time. $RYAN"  
[X Link](https://x.com/PythiaR/status/1967684409412424022) [@PythiaR](/creator/x/PythiaR) 2025-09-15T20:18Z 64.7K followers, 4296 engagements


"6 month reporting BUT every company has to have a December 31st fiscal year end AND has to release all three statements with their earnings release AND no prepared remarks on the call an hour of Q&A only"  
[X Link](https://x.com/PythiaR/status/1967943590350557546) [@PythiaR](/creator/x/PythiaR) 2025-09-16T13:28Z 64.7K followers, 9677 engagements


"Oh stagflation you say If only there was some business that wasnt overly sensitive to economic growth but also could pass on inflation with ease"  
[X Link](https://x.com/PythiaR/status/1968396157970956558) [@PythiaR](/creator/x/PythiaR) 2025-09-17T19:26Z 64.7K followers, 4126 engagements


"So did Jensen do this because he wanted to or because the White House told him he had to If its the latter remind me again what the valuation spread is between the US and Chinese stock market"  
[X Link](https://x.com/PythiaR/status/1968655300702912823) [@PythiaR](/creator/x/PythiaR) 2025-09-18T12:36Z 64.7K followers, 14.6K engagements


"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase"  
[X Link](https://x.com/PythiaR/status/1968788215328031213) [@PythiaR](/creator/x/PythiaR) 2025-09-18T21:24Z 64.7K followers, 5122 engagements


"$ELAN is outperforming $ZTS over the last X years. Didnt have that on my bingo card"  
[X Link](https://x.com/PythiaR/status/1970531182757769342) [@PythiaR](/creator/x/PythiaR) 2025-09-23T16:50Z 64.7K followers, 3323 engagements


"JPM on $RGEN ATF consumable pull through opportunity"  
[X Link](https://x.com/PythiaR/status/1972659230059483208) [@PythiaR](/creator/x/PythiaR) 2025-09-29T13:46Z 64.7K followers, 4613 engagements


"Methodology $RGEN"  
[X Link](https://x.com/PythiaR/status/1972659869170708805) [@PythiaR](/creator/x/PythiaR) 2025-09-29T13:48Z 64.7K followers, 3240 engagements


"Gonna need a lot of turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1972681211827900515) [@PythiaR](/creator/x/PythiaR) 2025-09-29T15:13Z 64.7K followers, 23.8K engagements


"$DHR and $RGEN up on news the JPM LS tools analyst is leaving for a corporate gig marking the bottom for life science tools companies"  
[X Link](https://x.com/PythiaR/status/1973042693325664698) [@PythiaR](/creator/x/PythiaR) 2025-09-30T15:10Z 64.7K followers, 12.1K engagements


"$CLPT is the next $ISRG"  
[X Link](https://x.com/PythiaR/status/1973480270155358342) [@PythiaR](/creator/x/PythiaR) 2025-10-01T20:08Z 64.7K followers, 20.5K engagements


"20-30% of $ASML sales are memory"  
[X Link](https://x.com/PythiaR/status/1973719872883536208) [@PythiaR](/creator/x/PythiaR) 2025-10-02T12:01Z 64.7K followers, 46.1K engagements


"$TWST is basically the TSMC for synthetic DNA where the bottleneck is shifting from design (you can run models to simulate antibodies AI will continue to improve that) to production (you can run a thousand models you still have to actually test them in the real world). Cc @peter_mantas"  
[X Link](https://x.com/PythiaR/status/1975238629359604037) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:36Z 64.7K followers, 12.2K engagements


"Design continually getting cheaper also democratizes the development and production of mAbs beyond large cap pharma which is additive to the volume picture. $TWST"  
[X Link](https://x.com/PythiaR/status/1975239572746543306) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:39Z 64.7K followers, 2157 engagements


"The robot on how antibody R&D is done $TWST"  
[X Link](https://x.com/PythiaR/status/1975240124914147516) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:41Z 64.7K followers, 5677 engagements


"The robot on why commoditized antibody discovery will benefit $TWST"  
[X Link](https://x.com/PythiaR/status/1975240329487081949) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:42Z 64.7K followers, 4778 engagements


"@BillBrewsterTBB It's not even the only thing $CLPT is a partner with them on lol"  
[X Link](https://x.com/PythiaR/status/1975749940778340842) [@PythiaR](/creator/x/PythiaR) 2025-10-08T02:27Z 64.7K followers, 1316 engagements


"Why would I buy a REIT at a X% cap rate when I can make that in XX minutes in the stock market"  
[X Link](https://x.com/PythiaR/status/1975966010869240172) [@PythiaR](/creator/x/PythiaR) 2025-10-08T16:46Z 64.7K followers, 58.9K engagements


"@zippytop71 Need to disaggregate it into maintenance/product/professional services etc. The maintenance piece which is what matters has not been below inflation"  
[X Link](https://x.com/PythiaR/status/1975967824519757907) [@PythiaR](/creator/x/PythiaR) 2025-10-08T16:53Z 64.7K followers, XXX engagements


"@shortbus_ace Bonds The only fixed income I need is proceeds from selling options & mez tranches of CLOs bruv"  
[X Link](https://x.com/PythiaR/status/1975969946384597408) [@PythiaR](/creator/x/PythiaR) 2025-10-08T17:02Z 64.7K followers, 2154 engagements


"Good mental model: part of underwriting should be identifying which bear case disproval gets you paid"  
[X Link](https://x.com/PythiaR/status/1975983699352224095) [@PythiaR](/creator/x/PythiaR) 2025-10-08T17:56Z 64.7K followers, 6681 engagements


"Gonna need a lot more turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1976275102514999546) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:14Z 64.7K followers, 5595 engagements


"$RGEN #s in a better spot but tougher comps in H2"  
[X Link](https://x.com/PythiaR/status/1976279685089960386) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:32Z 64.7K followers, 2370 engagements


"$JNJ outperforming: $GOOG $MSFT $META $TSLA $AMZN $AAPL YTD. No alpha in large caps tho"  
[X Link](https://x.com/PythiaR/status/1976326670224416898) [@PythiaR](/creator/x/PythiaR) 2025-10-09T16:39Z 64.7K followers, 9477 engagements


"My contra sold $PEP yesterday to buy $BHP so"  
[X Link](https://x.com/PythiaR/status/1976339110060310690) [@PythiaR](/creator/x/PythiaR) 2025-10-09T17:28Z 64.7K followers, 6381 engagements


"@ThomasDigby1 @ParkBoard Im gay and love the book Enders game. The author is homophobic. And yet I can separate his FICTIONAL work from him. You can not support JKRs views and still like the FICTIONAL work Harry Potter"  
[X Link](https://x.com/PythiaR/status/1976602458576339198) [@PythiaR](/creator/x/PythiaR) 2025-10-10T10:55Z 64.7K followers, XXX engagements


"Add $RACE to the pile"  
[X Link](https://x.com/PythiaR/status/1976628417920680416) [@PythiaR](/creator/x/PythiaR) 2025-10-10T12:38Z 64.7K followers, 47.8K engagements


"If youre young and have cash flow borrow against your cash flow not your portfolio. Also dont invest in Ponzi schemes. Or pump & dumps. Especially not with leverage. Anyways. Back to your regularly scheduled degeneracy"  
[X Link](https://x.com/PythiaR/status/1977185460134068358) [@PythiaR](/creator/x/PythiaR) 2025-10-12T01:32Z 64.7K followers, 10.7K engagements


"Chat do ASICs need lithography $ASML"  
[X Link](https://x.com/PythiaR/status/1977728609273135509) [@PythiaR](/creator/x/PythiaR) 2025-10-13T13:30Z 64.7K followers, 26.4K engagements


"@jbulltard1 Compounding at XX% for XX years is a skill. Find me someone else whos done it Ill wait"  
[X Link](https://x.com/PythiaR/status/1977877608516747415) [@PythiaR](/creator/x/PythiaR) 2025-10-13T23:22Z 64.7K followers, 2259 engagements


"@hvntting @LongOnlyLarry Its going to outlast the mutual fund industry because it controls the client relationship and a moron can make the same or multiples of what you can in a LO seat"  
[X Link](https://x.com/PythiaR/status/1978065228999823411) [@PythiaR](/creator/x/PythiaR) 2025-10-14T11:47Z 64.7K followers, XXX engagements


"$420 Nah. $4200. Yaaaas"  
[X Link](https://x.com/PythiaR/status/1978286557166510094) [@PythiaR](/creator/x/PythiaR) 2025-10-15T02:27Z 64.7K followers, 4697 engagements


"Gold going parabolic It is still a commodity with capital cycles"  
[X Link](https://x.com/PythiaR/status/1978390140512026794) [@PythiaR](/creator/x/PythiaR) 2025-10-15T09:19Z 64.7K followers, 13.3K engagements


"$OKLO is a $XX billion non existent business And PE cant IPO anything 🧐"  
[X Link](https://x.com/PythiaR/status/1978397529957101966) [@PythiaR](/creator/x/PythiaR) 2025-10-15T09:48Z 64.7K followers, 20.6K engagements


"Capacity is so tight the tell will be $TSMC willingness to fund expansion to meet it. Itll show up there before $NVDA revenues or anywhere else - JPM"  
[X Link](https://x.com/PythiaR/status/1978616276827427261) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:17Z 64.7K followers, 5119 engagements


"$VRT is a $10b biz. TAM of 26GW of OaI is worth $55b to them. Not uh priced in"  
[X Link](https://x.com/PythiaR/status/1978616673063325811) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:19Z 64.7K followers, 4617 engagements


"@JaredKubin Growth is coming from price more than volume. Wafer volumes still running below 2021 highs price/wafer up nearly 2x. So argument is less capex needed to drive same revenue growth is some of it anyways no"  
[X Link](https://x.com/PythiaR/status/1978802315462357271) [@PythiaR](/creator/x/PythiaR) 2025-10-16T12:36Z 64.7K followers, 2041 engagements


"@JerryCap $WCN $WST $FICO $SNPS $SYK"  
[X Link](https://x.com/PythiaR/status/1978837193650028836) [@PythiaR](/creator/x/PythiaR) 2025-10-16T14:55Z 64.7K followers, 2453 engagements


"@CousinGraig @JerryCap Stocks flat over LTM"  
[X Link](https://x.com/PythiaR/status/1978846660127039795) [@PythiaR](/creator/x/PythiaR) 2025-10-16T15:33Z 64.7K followers, XXX engagements


"Ya think Google is in an interesting spot. Only full stack offering with tons of surface area to apply AI over + distribution. But wedded to an org that is known for frankly never having its shit together when it comes to product releases. Dont think it ever really deserved teens P/E and at mid 20s its not crazy at all"  
[X Link](https://x.com/PythiaR/status/1978886896190394524) [@PythiaR](/creator/x/PythiaR) 2025-10-16T18:12Z 64.7K followers, XX engagements


"Bull market in idiots posting graphs of one thing denominated in another thing (usually gold or bitcoin)"  
[X Link](https://x.com/PythiaR/status/1978895010167706024) [@PythiaR](/creator/x/PythiaR) 2025-10-16T18:45Z 64.7K followers, 3374 engagements


"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"  
[X Link](https://x.com/PythiaR/status/1852325398300037227) [@PythiaR](/creator/x/PythiaR) 2024-11-01T12:22Z 64.7K followers, 88.5K engagements


"Okay so I guess were paying 27x earnings for engineering services rollups. $STN.TO $WSP.TO Weak form rollup: Scale moat isnt super strong not huge synergies from M&A yes big TAM w/geographic upside for $STN.TO who just entered Europe but like feels rich for a biz with basically no real competitive advantages"  
[X Link](https://x.com/PythiaR/status/1929616676901081151) [@PythiaR](/creator/x/PythiaR) 2025-06-02T19:10Z 64.7K followers, 4732 engagements


"$ROP more or less flat since 2021 $CSU.to a double All is okay with the world"  
[X Link](https://x.com/PythiaR/status/1955023453104509219) [@PythiaR](/creator/x/PythiaR) 2025-08-11T21:48Z 64.7K followers, 5476 engagements


"If AI is airlines then there is a $TDG of AI. Its probably $NVDA but might be something else"  
[X Link](https://x.com/PythiaR/status/1961162369956258282) [@PythiaR](/creator/x/PythiaR) 2025-08-28T20:22Z 64.7K followers, 10.5K engagements


"If you take pre-Covid organic growth at $IMCD of around X% and use that as a trendline assuming X% revenue growth from here on out theyll finally be back to the LT trend in 2027"  
[X Link](https://x.com/PythiaR/status/1962956555760107646) [@PythiaR](/creator/x/PythiaR) 2025-09-02T19:11Z 64.7K followers, 19.1K engagements


"China EU & US Chems PPIs still running fairly negative esp in commodity chems from China. $IMCD & $AZE mostly spec but still have some commodity exposure"  
[X Link](https://x.com/PythiaR/status/1962964262126805438) [@PythiaR](/creator/x/PythiaR) 2025-09-02T19:42Z 64.7K followers, 3133 engagements


"$IMCD quite a good business (good pricing power reasonably well run) very impressive history since its IPO. Not spectacular but okay return to M&A. Issues are: its European & chems market will be working off COVID excesses until 2027-2028. Its cheap type of model where you can get double digit earnings growth + m&a should probably trade at 20x vs 14x cash EPS today. XX% IRR if thats the case. But zero catalysts for the next X years and maybe more negative revisions NTM"  
[X Link](https://x.com/PythiaR/status/1963333179248676988) [@PythiaR](/creator/x/PythiaR) 2025-09-03T20:08Z 64.7K followers, 13.7K engagements


"@s_nav123 Are the Dutch considered good managers"  
[X Link](https://x.com/PythiaR/status/1963419208529928208) [@PythiaR](/creator/x/PythiaR) 2025-09-04T01:49Z 64.7K followers, 1335 engagements


"Interesting misconception. $TDG is not an oligopoly. It is a collection of monopolies"  
[X Link](https://x.com/PythiaR/status/1964376283384803443) [@PythiaR](/creator/x/PythiaR) 2025-09-06T17:12Z 64.7K followers, 24.4K engagements


"@Invesquotes Its in my sleepy long only bucket along with $TDG $CSU.TO $TSM & $ASML. The rest of my PA is Pythia Pod Shop Capital LTD of course. No other way to do it"  
[X Link](https://x.com/PythiaR/status/1965776806885364021) [@PythiaR](/creator/x/PythiaR) 2025-09-10T13:58Z 64.7K followers, 2317 engagements


"$TDG repricing term loans from SOFR +2.75% to SOFR +2.25% and extending one another X years"  
[X Link](https://x.com/PythiaR/status/1968773561142726769) [@PythiaR](/creator/x/PythiaR) 2025-09-18T20:26Z 64.7K followers, 8281 engagements


"@MoS_Investing You think ML personally adds $5b of value to $CSU.TO today"  
[X Link](https://x.com/PythiaR/status/1971320030102159677) [@PythiaR](/creator/x/PythiaR) 2025-09-25T21:04Z 64.7K followers, 1396 engagements


"Vibe coding is crazy. I vibe coded a fully sentient AI Mark Leonard and weve already closed XX VMS deals all of whose customers immediately churned off for other AI-native vibe coded competitors. We got the funding from $CSU.TO management & board. They lost all their money"  
[X Link](https://x.com/PythiaR/status/1972092592239325530) [@PythiaR](/creator/x/PythiaR) 2025-09-28T00:14Z 64.7K followers, 8033 engagements


"Ya but at the end of the day you need price + volume for the stock to work. Price in particular given its a distributor. Tough for it to really work with that being a headwind. As a long/short in chems Id be long it against shorts but as a long only its a tough sell at the moment IMO"  
[X Link](https://x.com/PythiaR/status/1973829693100224673) [@PythiaR](/creator/x/PythiaR) 2025-10-02T19:17Z 64.7K followers, XXX engagements


"Add this to the list of why we dont pay 50x for HSD/LDD earnings growth examples $ODFL"  
[X Link](https://x.com/PythiaR/status/1976674911897944094) [@PythiaR](/creator/x/PythiaR) 2025-10-10T15:43Z 64.7K followers, 21K engagements


"Building 900k capacity of DRAM drives $160b of capex over the next X years vs the entire WFE market today of around $110b. If you assume another 2-3 frontier models will have similar memory requirements youre talking $90-$110b per year of DRAM capex on average. And thats before you factor in additional leading edge compute spend required for the GPU deployments. - JPM $ASML $KLAC $AMAT $LRCX"  
[X Link](https://x.com/PythiaR/status/1978612473537458348) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:02Z 64.7K followers, 13.2K engagements


"@shortbus_ace @MauiBoyMacro Theyre talking about the loan my mom gave me to go buy ice cream. I SWEAR IM GOOD FOR IT MOM MOODYS SAYS IM BBB NEGATIVE OUTLOOK BUT THATS STILL INVESTMENT GRADE"  
[X Link](https://x.com/PythiaR/status/1979402570071445919) [@PythiaR](/creator/x/PythiaR) 2025-10-18T04:22Z 64.7K followers, XXX engagements


"Think this is the correct take & you can see the evidence of it in $TOI.V and $LMN.V. But it may take time for the market to appreciate that"  
[X Link](https://x.com/PythiaR/status/1971208340937249143) [@PythiaR](/creator/x/PythiaR) 2025-09-25T13:41Z 64.7K followers, 15.3K engagements


"Theyre only growing X% *grows license & maintenance revenue ex FX 5-7% flexes up along with inflation* $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1973001953828565368) [@PythiaR](/creator/x/PythiaR) 2025-09-30T12:28Z 64.7K followers, 19.3K engagements


"What if we denominated the stock market in fartcoin What if we denominated the stock market in $CSU.TO shares What if we denominated the stock market in the number of retarded takes"  
[X Link](https://x.com/PythiaR/status/1976282939358052576) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:45Z 64.7K followers, 5298 engagements


"Another one for the we dont pay 50x earnings for HSD/LDD compounder pile"  
[X Link](https://x.com/PythiaR/status/1977877119905485225) [@PythiaR](/creator/x/PythiaR) 2025-10-13T23:20Z 64.7K followers, 100.5K engagements


"New $ASML bear case just dropped: If they cant hit 40b Euro in 2027 they cant hit 60b Euro in 2030"  
[X Link](https://x.com/PythiaR/status/1978470964448137513) [@PythiaR](/creator/x/PythiaR) 2025-10-15T14:40Z 64.7K followers, 6999 engagements


"Wait is $TDG down X% because of this lol"  
[X Link](https://x.com/PythiaR/status/1978494057895559192) [@PythiaR](/creator/x/PythiaR) 2025-10-15T16:11Z 64.7K followers, 20.1K engagements


"@viggy_krishnan Ah didnt see the MS cut. Certainly not crazy to be asking them to step up research have heard that as a bear case for defence cos that theyre going to have to become more R&D intensive and step it up. But such a small part of TDGs business and theyre so below the radar"  
[X Link](https://x.com/PythiaR/status/1978500095298392377) [@PythiaR](/creator/x/PythiaR) 2025-10-15T16:35Z 64.7K followers, XXX engagements


"Everyone talking about AI and gold and decoupling and debasement And Im just wondering is $DHR gonna guide X or 5%"  
[X Link](https://x.com/PythiaR/status/1978543338417704981) [@PythiaR](/creator/x/PythiaR) 2025-10-15T19:27Z 64.7K followers, 8128 engagements


"PIKs getting toggled in record numbers $JNK $HYG $APO $BN $KKR $BX"  
[X Link](https://x.com/PythiaR/status/1978570008004292883) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:13Z 64.7K followers, 56.8K engagements


"Is $TSM down (and all of semicap up) because its kind of blindingly obvious theyre gonna raise capex"  
[X Link](https://x.com/PythiaR/status/1978855071753343021) [@PythiaR](/creator/x/PythiaR) 2025-10-16T16:06Z 64.7K followers, 3824 engagements


"@AretardInvestor @DimitryNakhla $71b market cap $2b LTM FCFE Hows that 50x"  
[X Link](https://x.com/PythiaR/status/1979910238850502882) [@PythiaR](/creator/x/PythiaR) 2025-10-19T13:59Z 64.7K followers, XXX engagements


"@atelicinvest It's spectacular look here's the Ambassador Bridge looking over Lake Ontario to Toronto. The CN tower is just out of shot to the left. No place on earth like it. Sunny and warm most of the time great wineries to the north surfing on the lake"  
[X Link](https://x.com/PythiaR/status/1979993922173903058) [@PythiaR](/creator/x/PythiaR) 2025-10-19T19:31Z 64.7K followers, XXX engagements


"@Larryjamieson_ At this rate everyone will be gay in XX years. $GRND will be a monopoly and trade at 100x earnings. TAM is unlimited"  
[X Link](https://x.com/PythiaR/status/1892780385203081436) [@PythiaR](/creator/x/PythiaR) 2025-02-21T03:36Z 64.7K followers, 1205 engagements


"One XX% down day and some of the most hilarious $TDG bear takes emerge"  
[X Link](https://x.com/PythiaR/status/1953095479220421048) [@PythiaR](/creator/x/PythiaR) 2025-08-06T14:07Z 64.7K followers, 9901 engagements


"Oh ya I bought some $CSU.TO today. Portfolio is brain surgery a literal gold mine EUV photography airplane seatbelts software Santa a semi-Taiwanese manufacturer and a laboratory for gits"  
[X Link](https://x.com/PythiaR/status/1962992859306721654) [@PythiaR](/creator/x/PythiaR) 2025-09-02T21:35Z 64.7K followers, 19.2K engagements


"$XPO only took off after they hired $ODFL guys to stop the LTL business being run like shit. Same at $URI. Business took off when someone actually bothered to integrate all the acquisitions and run it well. Execution"  
[X Link](https://x.com/PythiaR/status/1967291345879572845) [@PythiaR](/creator/x/PythiaR) 2025-09-14T18:16Z 64.7K followers, 12.2K engagements


"Yes now a man in waste management can afford this $GFL"  
[X Link](https://x.com/PythiaR/status/1978899822498451630) [@PythiaR](/creator/x/PythiaR) 2025-10-16T19:04Z 64.7K followers, 28.8K engagements


"Without m&a $TDG is $ORLY but better"  
[X Link](https://x.com/PythiaR/status/1970463941601173621) [@PythiaR](/creator/x/PythiaR) 2025-09-23T12:23Z 64.7K followers, 3809 engagements


"Brutal action for a bunch of stuff the last few days and today: $CSU.TO $WCN $SPGI $ZTS $IFC.TO $EFN.TO"  
[X Link](https://x.com/PythiaR/status/1970538042411860266) [@PythiaR](/creator/x/PythiaR) 2025-09-23T17:17Z 64.7K followers, 12.4K engagements


"Port after todays fun: $CLPT XX% $CSU.TO XX% $ASML XX% $RPID XX% $TDG X% $IAG calls of various strikes X% $RGEN X% $TSM XXX% $SNPS XXX% $SMNEY 2%"  
[X Link](https://x.com/PythiaR/status/1970953042372751494) [@PythiaR](/creator/x/PythiaR) 2025-09-24T20:46Z 64.7K followers, 15.6K engagements


"$TDG is like a X bagger since Nick Howley retired"  
[X Link](https://x.com/PythiaR/status/1971283107245588677) [@PythiaR](/creator/x/PythiaR) 2025-09-25T18:38Z 64.7K followers, 10.9K engagements


"Bottom $DHR $RGEN $XBI"  
[X Link](https://x.com/PythiaR/status/1973095968519152033) [@PythiaR](/creator/x/PythiaR) 2025-09-30T18:41Z 64.7K followers, 6997 engagements


"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"  
[X Link](https://x.com/PythiaR/status/1973728600651374595) [@PythiaR](/creator/x/PythiaR) 2025-10-02T12:35Z 64.7K followers, 10.4K engagements


"$OKLO is a $XX billion market cap company with no real business. $CLPT enabled the breakthrough treatment of a degenerative neurological condition (requiring literal brain surgery) and now is a robotics play with less than $1b in market cap"  
[X Link](https://x.com/PythiaR/status/1974095608656040000) [@PythiaR](/creator/x/PythiaR) 2025-10-03T12:54Z 64.7K followers, 44.7K engagements


"JPM Trust the Bioprocess $DHR $RGEN $TMO"  
[X Link](https://x.com/PythiaR/status/1976279113569857646) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:30Z 64.7K followers, 5810 engagements


"but we are cutting our $DHR 2026 numbers"  
[X Link](https://x.com/PythiaR/status/1976279556748365995) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:32Z 64.7K followers, 2679 engagements


"$SNPS $XXX $TSM $XXX $ASML $XXX On the shopping list but need to go lower first which means we wont go lower. Maybe. Who knows"  
[X Link](https://x.com/PythiaR/status/1976672009833918636) [@PythiaR](/creator/x/PythiaR) 2025-10-10T15:31Z 64.7K followers, 12K engagements


"$ASML is now an AI company (not because of Mistral fuck that nonsense)"  
[X Link](https://x.com/PythiaR/status/1978386556722303468) [@PythiaR](/creator/x/PythiaR) 2025-10-15T09:04Z 64.7K followers, 17.6K engagements


"12% Mgmt was content to buy back stock at $1250 earlier this year with a XX% IRR hurdle"  
[X Link](https://x.com/PythiaR/status/1978573394057588820) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:27Z 64.7K followers, 42.3K engagements


"$ASML risks weighted to the upside ASML is a key beneficiary of the memory up-cycle"  
[X Link](https://x.com/PythiaR/status/1978840249515094153) [@PythiaR](/creator/x/PythiaR) 2025-10-16T15:07Z 64.7K followers, 5549 engagements


"$TMO OpenAI partnership. When $DHR $RGEN $TWST OAI partnerships"  
[X Link](https://x.com/PythiaR/status/1978855377463644356) [@PythiaR](/creator/x/PythiaR) 2025-10-16T16:07Z 64.7K followers, 3524 engagements


"@evrgn11112231 @rev_cap @TBU12345678 @lokoyacap Cycles typically dont peak until you start seeing significant growth in WFE spend. - JPM from the same call where they basically said DRAM alone can 2x WFE over the next few years. Aint in the numbers. So you might say Room for Positive revisions"  
[X Link](https://x.com/PythiaR/status/1979663740497965458) [@PythiaR](/creator/x/PythiaR) 2025-10-18T21:39Z 64.7K followers, XXX engagements


"China will get EUV quickly = Quantum can obsolete silicon IYKYK $ASML"  
[X Link](https://x.com/PythiaR/status/1979912741025624256) [@PythiaR](/creator/x/PythiaR) 2025-10-19T14:09Z 64.7K followers, 12.2K engagements


"@AretardInvestor @DimitryNakhla SBC is $180m If youre using EV you need to add back & tax affect the $1.5b in net interest expense. So youd be looking at more like $3b of FCFF on $93b of EV. Again not XX or 60x"  
[X Link](https://x.com/PythiaR/status/1979913448554143810) [@PythiaR](/creator/x/PythiaR) 2025-10-19T14:12Z 64.7K followers, 1124 engagements


"Yup exactly. At the right price the organic model will produce double digit IRR's and they aren't done with M&A. Issue many are making is that M&A used to be extremely impactful and the stock CAGR'd at 35%/year. M&A can be significantly lower and the stock can still produce teens IRR's which is good enough considering the quality of the business (low disruption risk high pricing power secular growth in air travel)"  
[X Link](https://x.com/PythiaR/status/1979932626158047256) [@PythiaR](/creator/x/PythiaR) 2025-10-19T15:28Z 64.7K followers, XXX engagements


"And the thing is if you talk to the bands THEY will admit this. They know receiving huge cheques from the government causes XXX% spikes in overdose deaths. But the populace can't help themselves it's human nature. You live in poverty for so long you get a handout of course you're going to blow it all like almost every lottery winner does"  
[X Link](https://x.com/PythiaR/status/1979934859465576830) [@PythiaR](/creator/x/PythiaR) 2025-10-19T15:37Z 64.7K followers, 1322 engagements


"@evrgn11112231 @riddle245 Not to mention the multiple expansion if we plugged X% terminal growth into our DCF's lol"  
[X Link](https://x.com/PythiaR/status/1979936386489930185) [@PythiaR](/creator/x/PythiaR) 2025-10-19T15:43Z 64.7K followers, 1021 engagements


"Going into this week irresponsibly long $RGEN & $DHR"  
[X Link](https://x.com/PythiaR/status/1980072698543014030) [@PythiaR](/creator/x/PythiaR) 2025-10-20T00:44Z 64.7K followers, 3882 engagements