#  @Quality_stocksA Quality Stocks Quality Stocks posts on X about stocks, $nvo, novo, asml the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1561372985898029062/interactions)  - [--] Week [-------] +9.20% - [--] Month [---------] +192% - [--] Months [---------] -41% - [--] Year [---------] -72% ### Mentions: [--] [#](/creator/twitter::1561372985898029062/posts_active)  - [--] Week [---] +14% - [--] Month [---] +31% - [--] Months [---] -23% - [--] Year [-----] -71% ### Followers: [------] [#](/creator/twitter::1561372985898029062/followers)  - [--] Week [------] +0.27% - [--] Month [------] +2.40% - [--] Months [------] +4.80% - [--] Year [------] +15% ### CreatorRank: [-------] [#](/creator/twitter::1561372985898029062/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 86.47% [stocks](/list/stocks) 79.87% [technology brands](/list/technology-brands) 56.11% [cryptocurrencies](/list/cryptocurrencies) 18.81% [fashion brands](/list/fashion-brands) 6.27% [countries](/list/countries) 5.28% [automotive brands](/list/automotive-brands) 5.28% [luxury brands](/list/luxury-brands) 4.95% [financial services](/list/financial-services) #961 [currencies](/list/currencies) 2.64% **Social topic influence** [stocks](/topic/stocks) #586, [$nvo](/topic/$nvo) #192, [novo](/topic/novo) 20.46%, [asml](/topic/asml) #137, [microsoft](/topic/microsoft) #1319, [$asml](/topic/$asml) #67, [$msft](/topic/$msft) #192, [$nvda](/topic/$nvda) #1966, [$googl](/topic/$googl) 11.22%, [growth](/topic/growth) #2830 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@mttrading_off](/creator/undefined) [@xopyc6](/creator/undefined) [@fuckthedip](/creator/undefined) [@fluentinquality](/creator/undefined) [@pele71259890](/creator/undefined) [@curatedbyjay](/creator/undefined) [@vulcanmk5](/creator/undefined) [@boersenwunder](/creator/undefined) [@danishinvestor](/creator/undefined) [@julientechinvst](/creator/undefined) [@pandafacepanda](/creator/undefined) [@div_croissant](/creator/undefined) [@gclantin](/creator/undefined) [@saviomelo10](/creator/undefined) [@floflo_2025](/creator/undefined) [@zedwig](/creator/undefined) [@yeung69420](/creator/undefined) [@david_slr_43](/creator/undefined) [@t_eebzzz](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Evotec SE (EVO)](/topic/$evo) [Mastercard, Inc. (MA)](/topic/$ma) [Merit Circle (MC)](/topic/$mc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fortinet Inc (FTNT)](/topic/$ftnt) [Adobe, Inc. (ADBE)](/topic/$adbe) [MercadoLibre Inc (MELI)](/topic/$meli) [SAP SE (SAP)](/topic/$sap) [ServiceNow Inc (NOW)](/topic/servicenow) [Msci Inc (MSCI)](/topic/$msci) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Waste Management, Inc. (WM)](/topic/$wm) [Ferrari N.V. (RACE)](/topic/$race) [Adappter Token (ADP)](/topic/$adp) [Coca-Cola Co (KO)](/topic/$ko) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [McDonald's Corp (MCD)](/topic/$mcd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Zoetis Inc (ZTS)](/topic/$zts) [Applied Materials, Inc. (AMAT)](/topic/$amat) [UnitedHealth Group (UNH)](/topic/$unh) [S&P Global Inc (SPGI)](/topic/$spgi) [CME Group Inc (CME)](/topic/$cme) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Uber Technologies, Inc. (UBER)](/topic/$uber) [AppLovin Corporation (APP)](/topic/applovin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Suncor Energy, Inc. (SU)](/topic/$su) [Arista Networks Inc (ANET)](/topic/$anet) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Accenture (ACN)](/topic/accenture) [4 (FOUR)](/topic/$four) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Apple, Inc. (AAPL)](/topic/$aapl) [PepsiCo, Inc. (PEP)](/topic/$pep) [Procter & Gamble (PG)](/topic/procter-gamble) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [KLA Corp (KLAC)](/topic/kla-corp) ### Top Social Posts Top posts by engagements in the last [--] hours "Automatic Data Processing $ADP Q4 [--] results Revenue $5.4B Q4 [--] $5.0B +6% 🟢 Est $5.3B beat 🟢 EPS $2.62 Q4 [--] $2.35 +11% 🟢 Est. $2.59 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2016622524650357112) 2026-01-28T21:20Z 37.2K followers, [----] engagements "So the market decided to destroy the professional data sector Thomson Reuters $TRI -15.8% Wolters Kluwer $WKL -12.7% Relx $RELX -14.3%" [X Link](https://x.com/Quality_stocksA/status/2018793682070327375) 2026-02-03T21:08Z 37.2K followers, 20.2K engagements "Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2019521155875631325) 2026-02-05T21:18Z 37.2K followers, [----] engagements "12 Quality Stocks with a PEG under [--] Sorted by PEG 🔽 Halozyme $HALO 0.4x DLocal $DLO 0.4x Sportradar $SRAD 0.4x Diaceutics $DXRX 0.4x Bonesupport $BONEX 0.5x NVidia $NVDA 0.6x Tasmea $TEA 0.6x TSMC $TSM 0.6x Eli Lilly $LLY 0.7x Broadcom $AVGO 0.7x Harrow $HROW 0.7x Shoper $SHO 0.8x https://twitter.com/i/web/status/2020063827941896289 https://twitter.com/i/web/status/2020063827941896289" [X Link](https://x.com/Quality_stocksA/status/2020063827941896289) 2026-02-07T09:15Z 37.2K followers, 20.7K engagements "Recommendation changes after Fortinet $FTNT earnings Bernstein. Hold. $76 $83 JP Morgan. Sell. $72 $73 Rosenblatt. Buy. $100 $105 Deutsche Bank. Hold. $75 $85 Susquehanna. Hold. $80 $90 BMO Capital. Hold. $90 $95 RBC. Hold. $85 $90 Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢 https://t.co/lEnKM1kWAu Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢 https://t.co/lEnKM1kWAu" [X Link](https://x.com/Quality_stocksA/status/2020889247100608930) 2026-02-09T15:55Z 37.2K followers, [----] engagements "McDonald's $MCD Q4 [--] results Revenue $7009M Q4 [--] $6388M +10% 🟢 Est. $6838M beat 🟢 EPS $3.03 Q4 [--] $2.80 +8% 🟢 Est. $3.04 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2021693483283529730) 2026-02-11T21:11Z 37.2K followers, [----] engagements "Adyen $ADYEN reported 17% revenue growth (21% in CC) to 1270M (est. 1290M) for H1 [--] EBITDA is up 23% YoY FY26 revenue growth guidance 20% to 22% in CC" [X Link](https://x.com/Quality_stocksA/status/2021890544000282773) 2026-02-12T10:14Z 37.2K followers, 11.9K engagements "🔎 Sector analysis: medical device 🧪🔬 Interesting sector. A lot of different company types (margin revenue margin cycle) The top [--] for this rating system Agilent $A 6.7/10 Johson&Johnson $JNJ 6.3/10 Edwards Lifescience $EW 6.2/10 Coloplast $COLO 6.2/10 Thermofisher $TMO 6.1/10 Abbott $ABT 6.0/10 Biomerieux $BIM 6.0/10 Intuitive Surgical $ISRG 6.0/10 Waters $WAT 5.8/10 Align $ALGN 5.6/10 💰 Usually in this sector high quality means high valuation. Therefore it is hard to get a score above [---]. This is the case for instance for $ISRG having a [---] quality score and a [---] valuation score (even" [X Link](https://x.com/Quality_stocksA/status/1715662505408676253) 2023-10-21T09:33Z 37.2K followers, 13.9K engagements "Here are the [--] top underpriced stock picks of Morningstar for Q2 [----] What do you think of this list 📸 Adobe $ADBE ⛏ Albemarle $ALB 🛢 APA $APA 💻 Cognizant $CTSH 📺 Comcast $CMCSA 📻 Crown Castle $CCI ⚗ Dow $DOW 🛢 Duke Energy $DUK 🔌 Entergy $ETR 🏠 Federal Realty $FRT ⚗ FMC $FMC 👚 Hanesbrand $HBI 🔬 Illumina $ILMN 🌭 Kraft Heinz $KHC 💰 MarketAxess $MKTX 🧪 Moderna $MRNA 🛢 Nisource $NI 💰 Paypal $PYPL 🏘 Realty Income $O 🛢 Schlumberger $SLB 📦 Sealed Air $SEE 📜 Stericycle $SRCL 🏭 ST Microelectronics $STM 🛢 TC Energy $TRP 🥫 Tyson Foods $TSN 👟 Under Armour $UA 💰 US Bancorp $USB 👕" [X Link](https://x.com/anyuser/status/1777403894982758559) 2024-04-08T18:31Z 37.2K followers, 72.9K engagements "What would be your [--] stocks to buy outside of US (Regardless valuation) I begin ASML $ASML Novo Nordisk $NVO LVMH $MC Hermes $RMS Adyen $ADYEN" [X Link](https://x.com/anyuser/status/1778169849375522914) 2024-04-10T21:15Z 37.2K followers, 63.6K engagements "🚂 Railway sector one pager 📈 The railway sector is expected to grow between [--] and 6% a year in the next years 🔍 Some stocks to watch in the sector Alstom $ALO ⚠ current issues Canadian Nat. Railway $CNR Canadian Pacific $CP Union Pacific $UNP Ind. Railway Finance $IRFC CSX $CSX Jupiter Wagons $JWL Knorr Bremse $KBX [--] main elements to watch [--] Infrastructure investment as a growth driver [--] Interest rate as this is a capital-intensive sector [--] ESG constraints being a growth driver No specific ETF for railways but here are [--] ETFs with a lot of railway companies in it $INFR iShares Global" [X Link](https://x.com/Quality_stocksA/status/1779507510413513019) 2024-04-14T13:50Z 37.2K followers, 14K engagements "🎉 One Pager Special Week: Australia Day [--] - Pro Medicus $PME 🏆 Score 6.8/10 🎯 My fair price estimation is around AU$100 🐂 Bull case - Ultra high quality metrics: 24% expected revenue CAGR 50% ROE 48% ROIC 50% net profit margin - Improving metrics - Huge market to conquer - Strong balance sheet 🐻 Bear case - What is this price - Risk of growth slowdown - The price maybe https://twitter.com/i/web/status/1839670134576660568 https://twitter.com/i/web/status/1839670134576660568" [X Link](https://x.com/Quality_stocksA/status/1839670134576660568) 2024-09-27T14:15Z 37.2K followers, [----] engagements "🎉 It's One Pager Thursday A summary of the published one pagers this week Special theme: Australia Next week's theme will be Belgium This week the companies were Technology One $TNE Energy One $EOL Pro Medicus $PME Wisetech $WTC Netwealth $NWL GQG $GQG 👇 [--] exemples here the others are on the link in my bio https://twitter.com/i/web/status/1841807573692854422 https://twitter.com/i/web/status/1841807573692854422" [X Link](https://x.com/Quality_stocksA/status/1841807573692854422) 2024-10-03T11:48Z 37.2K followers, [----] engagements "Marketaxess $MKTX Q3 [--] results Revenue $207M Q3 [--] $172M +20% 🟢 Est. $207 reached 🟠 EPS $1.90 Q3 [--] $1.46 +30% 🟢 Est. $1.85 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/1854144860166447273) 2024-11-06T12:52Z 37.1K followers, [----] engagements "Which 7-stock portfolio do you prefer [--] INTERNATIONALLY DIVERSIFIED Adyen $ADYEN Novo Nordisk $NVO Mercadolibre $MELI Nu Holdings $NU ASML $ASML Hermes $RMS TSMC $TSM [--] DIVIDEND DEFENSIVE Waste Mgt $WM Pepsico $PEP RELX $RELX CME $CME ADP $ADP Coca-Cola $KO Procter&Gamble $PG [--] CONTRARIAN BETS Alibaba $BABA Evolution $EVO Applied Materials $AMAT PDD $PDD Merck&Co $MRK Transmedics $TMDX Genmab $GMAB [--] FAST-GROWING SMALL CAPS Harrow $HROW Paxman $PAX Senzime $SEZI Pro Medicus $PME Aspen Aerogels $ASPN Shift4 Payments $FOUR MDA Space $MDA https://twitter.com/i/web/status/1880979769220579812" [X Link](https://x.com/Quality_stocksA/status/1880979769220579812) 2025-01-19T14:04Z 37.2K followers, 38.9K engagements "L'Oral $OR delivered a solid Q1 performance posting growth across all regions except North America. Notably North Asia stood out with an impressive 7% increase" [X Link](https://x.com/Quality_stocksA/status/1913116253389996513) 2025-04-18T06:23Z 37.2K followers, 11.7K engagements "🤑 [--] Cash-Rich Stocks 💰 Measured by Years of EBITDA Which ones are your favorites Monday $MNDY 10.9x MongoDB $MDB 10.7x Dassault Aviation $DSY 10.5x Gitlab $GTLB 5.5x Veeva $VEEV 4.5x Argenx $ARGX 3.9x Crowdstrike $CRWD 3.9x Palantir $PLTR 3.8x Shopify $SHOP 3.6x Techniprobe $TPRO 3.5x Coupang $CPNG 3.4x Reddit $RDDT 3.3x Baidu $BIDU 3.3x Okta $OKTA 3.3x Genmab $GMAB 3.1x Cyberark $CYBR 3.1x Spotify $SPOT 3.0x Check Point $CHKP 2.5x Sea Limited $SE 2.4x Paymentus $PAY 2.2x Synopsys $SNPS 2.1x Servicenow $NOW 2.0x Qualys $QLYS 2.0x The Trade Desk $TTD 1.7x Hermes $RMS 1.6x Alphabet $GOOGL" [X Link](https://x.com/Quality_stocksA/status/1929143232031588443) 2025-06-01T11:49Z 37.2K followers, 18.1K engagements "🔍 It is a big earnings week 📅 Here is what I am watching. What is on your radar Coca-Cola $KO Lockheed Martin $LMT SAP $SAP LVMH $MC MSCI $MSCI Thermo Fisher $TMO Tesla $TSLA Alphabet $GOOGL Servicenow $NOW Deckers Outdoor $DECK AJ Bell $AJB" [X Link](https://x.com/Quality_stocksA/status/1946965639865696761) 2025-07-20T16:09Z 37.2K followers, 11.3K engagements "Deutsche Bank updated its rating for several semiconductor stocks ASML $ASML. Buy [---] [---] Lam Research $LRCX. Hold Buy. $100 $150 KLA Corp $KLAC. Hold. $930 $1070" [X Link](https://x.com/Quality_stocksA/status/1973034322904191260) 2025-09-30T14:36Z 37.2K followers, [----] engagements "Here are [--] stocks that performed poorly in [----] Which of these could present good buying opportunities Fiserv $FI -67.5% Freshpet $FRPT -66.8% Orsted $ORSTED -64.5% Deckers Outdoor $DECK -59.9% The Trade Desk $TTD -57.2% Enphase $ENPH -55.6% Lululemon $LULU -55.4% SPS Commerce $SPSC -55.3% Soitec $SOI -53.0% Novo Nordisk $NVO -48.8% Gartner $IT -48.8% Chipotle $CMG -47.4% Factset Research $FDS -44.4% Bonesupport $BONEX -43.6% https://twitter.com/i/web/status/1985292825722753421 https://twitter.com/i/web/status/1985292825722753421" [X Link](https://x.com/anyuser/status/1985292825722753421) 2025-11-03T10:27Z 37.2K followers, 76.3K engagements "📈 Which of these portfolios do you expect to perform best over the next [--] months PORTFOLIO [--] - Tech-heavy 🤖 Alphabet $GOOGL NVidia $NVDA Microsoft $MSFT SAP $SAP Uber $UBER Servicenow $NOW PORTFOLIO [--] - Recovery 🩹 Gartner $IT Lululemon $LULU Fiserv $FISV Deckers Outdoor $DECK The Trade Desk $TTD Novo Nordisk $NVO PORTFOLIO [--] - Defensive 🛡 Waste Management $WM Zoetis $ZTS Am. Water Works $AWK Service Corp $SCI Merck&Co $MRK Unitedhealth $UNH https://twitter.com/i/web/status/1995505621500571976 https://twitter.com/i/web/status/1995505621500571976" [X Link](https://x.com/Quality_stocksA/status/1995505621500571976) 2025-12-01T14:49Z 37.2K followers, 22.9K engagements "Looks like the market is validating some of my [----] top picks A few examples from todays performance 👇 Inpost $INPST.AS +11.4% Mercadolibre $MELI +9.8% DLocal $DLO +5.1% Novo Nordisk $NVO +5.0% Find all the picks in the article below Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on" [X Link](https://x.com/Quality_stocksA/status/2008239964950253888) 2026-01-05T18:11Z 37.2K followers, 11.7K engagements "The energy sector is surging amid developments in Venezuela driven by expectations of investment in the countrys oil sector Schlumberger $SLB +10.0% Valero Energy $VLO +9.9% Phillips [--] $PSX +7.3% Marathon Petroleum $MPC +6.3% Chevron $CVX +5.3%" [X Link](https://x.com/Quality_stocksA/status/2008275185992958409) 2026-01-05T20:31Z 37.2K followers, [----] engagements "Parcel locker firm InPost $INPST.AS are up 16% 🟢 The company said it received an indicative takeover proposal for all its shares. No buyer named and no guarantee of a deal" [X Link](https://x.com/Quality_stocksA/status/2008467991369744386) 2026-01-06T09:17Z 37.2K followers, [----] engagements "InPost $INPST.AS is up 40% since this post If you think that is luck 🍀 take a look at the other [--] picks Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification" [X Link](https://x.com/Quality_stocksA/status/2008811823093740001) 2026-01-07T08:03Z 37.2K followers, [----] engagements "Discover Nemetschek $NEM.DE a leading German software company and explore the full analysis in the article available on the link 🔗 in my bio" [X Link](https://x.com/Quality_stocksA/status/2009241192228376592) 2026-01-08T12:30Z 37.2K followers, [----] engagements "🛡 Cybersecurity was not a dominant theme in [----]. However it remains a long-term secular growth story with powerful structural tailwinds 👇 Below are leading cybersecurity stocks and their expected revenue growth for [----] ZScaler $ZS 23.3% Crowdstrike $CRWD 21.4% Cyberark $CYBR 18.9% Palo Alto Networks $PANW 14.2% Okta $OKTA 11.4% Fortinet $FTNT 11.2% Qualys $QLYS 7.6% Check Point Software $CHKP 6.1% Akamai $AKAM 5.3% Verisign $VRSN 3.8% F5 $FFIV 1.8% Rapid7 $RPD 1.5% https://twitter.com/i/web/status/2009591671474844058 https://twitter.com/i/web/status/2009591671474844058" [X Link](https://x.com/Quality_stocksA/status/2009591671474844058) 2026-01-09T11:42Z 37.2K followers, [----] engagements "Love growth stocks These [--] names are expected to deliver 25%+ revenue growth in [----] Axon $AXON 25.5% Halozyme $HALO 25.8% Mercadolibre $MELI 29.2% Promedicus $PME 30.2% DLocal $DLO 31.0% AMD $AMD 31.4% Life360 $360 33.1% Bonesupport $BONEX 35.4% Boradcom $AVGO 36.3% Tasmea $TEA 37.5% Argenx $ARGX 38.0% Kraken Robotics $PNG 41.8% Palantir $PLTR 42.2% Harrow $HROW 43.4% NVidia $NVDA 50.3% Cadeler $CDLR 59.3% Senzime $SEZI 80.2% Smarteye $SEYE 90.5% https://twitter.com/i/web/status/2010344503513653497 https://twitter.com/i/web/status/2010344503513653497" [X Link](https://x.com/Quality_stocksA/status/2010344503513653497) 2026-01-11T13:34Z 37.2K followers, 22.6K engagements "📅 At the beginning of [----] LAM Research $LRCX was trading at around [--] PE. By April [----] that multiple had compressed to below [--] 📈 Today the stock trades at around [--] P/E What changed ✔ Yes EPS expectations improved: [----] EPS estimates are now roughly 28% higher than they were a year ago. That explains part of the re-rating but not all of it ✔ What really changed is the market narrative and consensus. Narrative can be far more powerful than fundamentals in the short term 💡 Over the long term however fundamentals tend to prevail and valuations usually revert toward a more balanced state ⚠" [X Link](https://x.com/Quality_stocksA/status/2010647004364369958) 2026-01-12T09:36Z 37.2K followers, [----] engagements "Alphabet $GOOGL has reached a $4T market cap. The narrative has shifted dramatically Which stocks are currently trapped in a negative narrative spiral but are likely to emerge as winners" [X Link](https://x.com/Quality_stocksA/status/2010809695351816284) 2026-01-12T20:22Z 37.2K followers, 11.8K engagements "@Mr_Moativator Ahah like this list. You can add Paypal Dassault Systemes Shift4 Payments :)" [X Link](https://x.com/Quality_stocksA/status/2010815120310436219) 2026-01-12T20:44Z 37.2K followers, [---] engagements "If you like Novo Nordisks $NVO 15% rebound since the start of the year these stocks offer similar setups: ✔ Solid fundamentals ✔ Weak recent performance ✔ Potential upside if the narrative shifts Adobe $ADBE Dassault Systemes $DSY Deckers Outdoor $DECK Factset Research $FDS GQG $GQG Hims & Hers $HIMS 💰 Oddity $ODD Paypal $PYPL SAP $SAP 💰 Servicenow $NOW 💰 Shift4 Payments $FOUR Sportradar $SRAD 💰 The Trade Desk $TTD 💰 Wolters Kluwer $WKL With a 💰 = still expensive Bonesupport $BONEX Inpost $INPST could have been on this list but they have already bounced back" [X Link](https://x.com/Quality_stocksA/status/2011514476718141943) 2026-01-14T19:03Z 37.2K followers, 28.8K engagements "💻 The software sector has been hit hard in [----] with the downturn accelerating. Is an opportunity emerging 👇 Below are the YTD performances of selected software stocks Atlassian $TEAM -27% Hubspot $HUBS -22% Servicenow $NOW -17% Applovin $APP -16% Adobe $ADBE -15% Monday $MNDY -14% Datadog $DDOG -12% Autodesk $ADSK -10% Paycom $PAYC -7% SAP $SAP -3% Crowdstrike $CRWD -3% https://twitter.com/i/web/status/2012482272033735082 https://twitter.com/i/web/status/2012482272033735082" [X Link](https://x.com/Quality_stocksA/status/2012482272033735082) 2026-01-17T11:08Z 37.2K followers, [----] engagements "Here are the earnings I will follow next week What about you 3M $MMM LVMH $MC Fastenal $FAST Netflix $NFLX Interactive Brokers $IBKR EQT $EQT Johnson&Johnson $JNJ Procter&Gamble $PG Abbott $ABT ACM Research $ACMR Intel $INTC Intuitive Surgical $ISRG https://twitter.com/i/web/status/2012932674541834683 https://twitter.com/i/web/status/2012932674541834683" [X Link](https://x.com/Quality_stocksA/status/2012932674541834683) 2026-01-18T16:58Z 37.2K followers, [----] engagements "📈 A wave of euphoria has lifted certain stocks at the start of the year 👇 Several names are already showing gains of 20% or more YTD Lockheed Martin $LMT +20.4% Schlumberger $SLB +21.8% Rheinmetall $RHM +21.8% Novo Nordisk $NVO +22.5% Diaceutics $DXRX +25.0% Kraken Robotics $PNG +25.3% ASML $ASML +26.7% Micron $MU +27.1% Applied Materials $AMAT +27.2% Intel $INTC +27.3% Western Digital $WDC +28.5% KLA Corporation $KLAC +29.0% Lam Research $LRCX +30.2% Inpost $INPST +30.4% MDA Space $MDA +36.2% Camtek $CAMT +37.2% Rocket Lab $RKLB +38.0% Moderna $MRNA +41.8% AST Spacemobile $ASTS +59.4%" [X Link](https://x.com/Quality_stocksA/status/2012942025348243586) 2026-01-18T17:35Z 37.2K followers, 20.1K engagements "🏆 Stock of the Week: Taiwan Semiconductor $TSM In the one-pager you will find the assessment using the Quality Stock Investment Framework: ✔ All the key metrics you need to know ✔ Growth quality and valuation scores ✔ Fair value and total shareholder return (TSR) estimates ✔ My buy zones ✔ The overall investment verdict Last week the company reported exceptional earnings. Discover my full analysis in the article available via the link in my bio 🔗 https://twitter.com/i/web/status/2013602916616044807 https://twitter.com/i/web/status/2013602916616044807" [X Link](https://x.com/Quality_stocksA/status/2013602916616044807) 2026-01-20T13:22Z 37.2K followers, [----] engagements "Fastenal $FAST Q4 [--] results Revenue $2027M Q4 [--] $1824M +11.1% 🟢 Est. $2042M miss 🔴 EPS $0.26 Q4 [--] $0.23 +12.1% 🟢 Est. $0.26 In Line 🟠" [X Link](https://x.com/Quality_stocksA/status/2013680734909698059) 2026-01-20T18:31Z 37.2K followers, [----] engagements "Fastenal $FAST like other boring businesses with excellent execution (such as Rollins $ROL or Cintas $CTAS) faces a major challenge: valuation The stock is expensive with the [----] expected PE above 35x I like boring businesses. I like the combination of high-quality operations strong capital efficiency steady and predictable growth and end markets with defensive characteristics But even great businesses can be poor investments at the wrong price. and in the end valuation always matters Fastenal $FAST Q4 [--] results Revenue $2027M Q4 [--] $1824M +11.1% 🟢 Est. $2042M miss 🔴 EPS $0.26 Q4 [--] $0.23" [X Link](https://x.com/Quality_stocksA/status/2013692400485421295) 2026-01-20T19:17Z 37.2K followers, [----] engagements "Here are [--] stocks that meet the following screening criteria: 📈 Revenue growth (next years) 10% 🏆 Net profit margin 10% 💎 ROIC 15% 💰 PE [--] 💻 Alphabet $GOOGL 📦 Amazon $AMZN 💳 DLocal $DLO 💉 Halozyme $HALO 💳 Mastercard $MA 🩺 Medistim $MEDI 🏭 Micron $MU 📸 Meta $META 🌊 Norbit $NORBT 🏭 Taiwan Semiconductor $TSM 📱 Uber $UBER 💳 Visa $V https://twitter.com/i/web/status/2013970430944559572 https://twitter.com/i/web/status/2013970430944559572" [X Link](https://x.com/Quality_stocksA/status/2013970430944559572) 2026-01-21T13:42Z 37.2K followers, 31.2K engagements "💰 [--] stocks trading at low [----] PE multiples despite decent growth 💎 What other opportunities do you see Paypal $PYPL Market cap $52B [----] growth 5.6% [----] PE 10.0x Adobe $ADBE Market cap $121B [----] growth 9.5% [----] PE 16.1x Paycom $PAYC Market cap $8B [----] growth 8.7% [----] PE 18.0x https://twitter.com/i/web/status/2014286045672591711 https://twitter.com/i/web/status/2014286045672591711" [X Link](https://x.com/Quality_stocksA/status/2014286045672591711) 2026-01-22T10:36Z 37.2K followers, 13.9K engagements "Stock analysis: Rollins $ROL Great business but huge valuation. Discover the stock in the article available on the link in my bio" [X Link](https://x.com/Quality_stocksA/status/2014418622819524651) 2026-01-22T19:23Z 37.2K followers, [----] engagements "28 companies with strong cash positions Crowdstrike $CRWD $4.3B Mercadolibre $MELI $4.3B SAP $SAP $4.5B Intuitive Surgical $ISRG $5.0B Salesforce $CRM $5.2B Accenture $ACN $6.0B Palo Alto $PANW $6.3B Veeva $VEEV $6.6B Palantir $PLTR $7.1B Spotify $SPOT $7.1B Servicenow $NOW $7.4B Sea Ltd $SE $7.6B ASML $ASM $7.9B Vertex $VRTX $9.8B Arista $ANET $10B AirBNB $ABNB $11B Dassault Aviation $AM $11B Inditex $ITX $11B Hermes $RMS $14B Airbus $AIR $15B Alibaba $BABA $26B Meta $META $37B Apple $AAPL $41B PDD $PDD $50B Microsoft $MSFT $62B Amazon $AMZN $62B NVidia $NVDA $70B Alphabet $GOOGL $73B" [X Link](https://x.com/Quality_stocksA/status/2014424573324689874) 2026-01-22T19:46Z 37.2K followers, 46.9K engagements "1 Halozyme $HALO Halozyme is a biotech company that generates high-margin recurring revenue by licensing its drug-delivery technology to major pharmaceutical partners Country [----] growth 25.8% [----] PE 9.1x PEG 0.2x" [X Link](https://x.com/Quality_stocksA/status/2015078144621891627) 2026-01-24T15:04Z 37.1K followers, [----] engagements "2 Cadeler $CDLR Cadeler is a specialized offshore wind installation company benefiting from long-term growth in global renewable energy infrastructure Country [----] growth 56.8% [----] PE 5.2x PEG 0.9x" [X Link](https://x.com/Quality_stocksA/status/2015078146505142609) 2026-01-24T15:04Z 37.1K followers, [----] engagements "3 Tasmea $TEA Tasmea is an infrastructure services company with recurring maintenance revenue and exposure to long-term urban and utilities investment Country [----] growth 75.9% [----] PE 15.2x PEG 0.6x" [X Link](https://x.com/Quality_stocksA/status/2015078148455481807) 2026-01-24T15:04Z 37.2K followers, [----] engagements "4 DLocal $DLO DLocal is a fintech company enabling global merchants to accept payments in high-growth emerging markets through local payment methods Country [----] growth 31.4% [----] PE 16.6x PEG 0.5x" [X Link](https://x.com/Quality_stocksA/status/2015078150418415643) 2026-01-24T15:04Z 37.2K followers, [----] engagements "There are [--] types of moats 🏰 👇 Here are examples of stocks for each moat [--] Intangible Assets (brands patents licenses) McDonald's $MCD Coca-Cola $KO LVMH $MC NVidia $NVDA Novo Nordisk $NVO [--] Switching Costs (deeply embedded products) Adobe $ADBE SAP $SAP Salesforce $CRM Servicenow $NOW Intuit $INTU [--] Network Effects (value grows with users) Meta $META Visa $V Mastercard $MA AirBNB $ABNB Uber $UBER [--] Cost Advantage (structurally cheaper than peers) Amazon $AMZN Costco $COST Ryanair $RYA Walmart $WMT TSMC $TSM [--] Efficient Scale (markets dont support many players) Union Pacific $UNP Canadian" [X Link](https://x.com/Quality_stocksA/status/2015702258072047827) 2026-01-26T08:24Z 37.2K followers, 46.2K engagements "For those looking at GameStop $GME here is a snapshot of its historical revenue and profitability What stands out: ☑ From [----] to [----] revenue has fallen by nearly threefold 📉 ☑ Operating margins have essentially disappeared Between [----] and [----] shares outstanding increased by roughly 70% reflecting massive dilution ⚠ Yes the cash position looks large relative to the current market cap but that is largely the result of shareholders being heavily diluted At this point you either: ➡Take a straightforward fundamental view and decide to stay away ➡ Choose the risk-taker route: buy into a" [X Link](https://x.com/Quality_stocksA/status/2015852147057766903) 2026-01-26T18:19Z 37.1K followers, 10.5K engagements "Unitedhealth $UNH Q4 [--] results Awful results and weak guidance Revenue $113.2B Q4 [--] $100.8B +12% 🟢 Est. $113.7B miss 🔴 EPS $0.01 Q4 [--] $5.98 -99% 🔴 Est $1.73 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2016168650114204065) 2026-01-27T15:17Z 37.1K followers, [----] engagements "🏆 Stock of the Week: Intel $INTC Intel screens as HIGHLY UNATTRACTIVE 🔴🔴 under the Quality Stocks Investment Framework The recent share price rally has not been supported by fundamentals creating an unfavorable risk-reward profile especially for investors who dont rely solely on narrative-driven these 👉 Full analysis available via the link in my bio https://twitter.com/i/web/status/2016173244307361995 https://twitter.com/i/web/status/2016173244307361995" [X Link](https://x.com/Quality_stocksA/status/2016173244307361995) 2026-01-27T15:35Z 37.1K followers, [----] engagements "ASML $ASML Q4 [--] results Net booking above expectations Revenue 9.7B Q4 [--] 9.3B +4.9% 🟢 Est. 9.6B beat 🟢 EPS [----] Q4 [--] [----] +7.5% 🟢 Est. [----] miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2016427838484754602) 2026-01-28T08:27Z 37.1K followers, [----] engagements "🚀 ASML $ASML is a phenomenal company but valuation matters ⚠ At todays price even if everything goes right expected returns are only 5% a year through [----] (assuming 10.7% revenue growth in line with management expectations) TSR breakdown: 📈 Growth: +10.7% 💰 Margin expansion: +2.5% 📉 Multiple contraction: 9.7% (toward a PE of 30x still expensive) 💵 Dividend: +0.7% 🔁 Buybacks: +0.7% 🐂 I was bullish around [---] when valuation was reasonable and projected TSR was around. 15% a year using the same hypotheses 🔍 Same business. Very different entry point 💡 Exceptional company good buy at any" [X Link](https://x.com/Quality_stocksA/status/2016441753578897858) 2026-01-28T09:22Z 37.2K followers, 26.4K engagements "📊 The 20% Growth Club 📊 🔍 I filtered for stocks with 20% revenue growth for the next [--] years 👇 Here are [--] of them by [----] - [----] CAGR Adyen $ADYEN 21.0% Vertiv $VRT 21.7% Polynovo $PNV 21.8% Oddity $ODD 21.8% Crowdstrike $CRWD 21.8% Shift4 Payments $FOUR 22.4% Tobbi Dynavox $DYVOX 22.4% Diaceutics $DXRX 22.6% Halozyme $HALO 22.9% Arista Networks $ANET 23.2% Clinuvel $CUV 24.4% Transmedics $TMDX 24.5% On Holding $ONON 24.6% Snowflake $SNOW 25.2% Paymentus $PAY 25.7% Eli Lilly $LLY 26.0% Taiwan Semiconductor $TSM 27.0% Applovin $APP 28.4% Mercadolibre $MELI 29.4% Dlocal $DLO 32.1% Micron" [X Link](https://x.com/Quality_stocksA/status/2016597207290441771) 2026-01-28T19:40Z 37.2K followers, 15.6K engagements "Microsoft $MSFT Q4 [--] results Revenue $81.3B Q4 [--] $69.6B +17% 🟢 Est. $80.3B beat 🟢 EPS $5.16 Q4 [--] $3.23 +60% 🟢 Est. $3.85 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2016620001273278696) 2026-01-28T21:10Z 37.1K followers, 10.6K engagements "Lam Research $LRCX Q4 [--] results Revenue $5345M Q4 [--] $4376M +22% 🟢 Est. $5239M beat 🟢 EPS $1.26 Q4 [--] $0.92 +37% 🟢 Est. $1.16 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2016629581822718409) 2026-01-28T21:48Z 37.2K followers, [----] engagements "Servicenow $NOW Q4 [--] results Revenue $3568M Q4 [--] $2957M +21% 🟢 Est. $3529M beat 🟢 EPS $0.38 Q4 [--] $0.37 +3% 🟢 Est. $0.41 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2016633395443380637) 2026-01-28T22:04Z 37.2K followers, [----] engagements "Waste Management $WM Q4 [--] results Revenue $6313M Q4 [--] $5893M +7.1% 🟢 Est. $6387M miss 🔴 EPS $1.83 Q4 [--] $1.48 +23.6% 🟢 Est. $1.93 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2016637222280220844) 2026-01-28T22:19Z 37.2K followers, [----] engagements "SAP $SAP Q4 [--] results Revenue 9684M Q4 [--] 9377M +3% 🟢 Est. 9756M miss 🔴 EPS [----] Q4 [--] [----] +15% 🟢 Est. [----] beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2016796099428651259) 2026-01-29T08:50Z 37.2K followers, [----] engagements "Stock analysis: Adobe $ADBE too cheap to ignore 👇 Here is the one-pager 🎯 The strongest buy zone sits around $200 which would imply an exceptionally low valuation for a company of Adobes quality but who knows 📚 Read my full analysis in the complete article (link in bio) https://twitter.com/i/web/status/2017199373885509706 https://twitter.com/i/web/status/2017199373885509706" [X Link](https://x.com/Quality_stocksA/status/2017199373885509706) 2026-01-30T11:33Z 37.2K followers, [----] engagements "I have been a shareholder of Microsoft $MSFT for years But no right now is not a big opportunity to buy. $350 is the next big buy zone. Now is just a consolidation So if you are in a hurry and you want to open a position why not If you simply want to reinforce your existing position be patient and wait for a better opportunity https://twitter.com/i/web/status/2017255463251771748 https://twitter.com/i/web/status/2017255463251771748" [X Link](https://x.com/Quality_stocksA/status/2017255463251771748) 2026-01-30T15:15Z 37.2K followers, 50.6K engagements "Silver and Golds recent moves offer [--] vital lessons for every investor [--] "This time is different" remains one of the most dangerous mental traps [--] Parabolic moves are a game of musical chairs. Risk grows with the curve [--] Unanimous bullishness means there is no one left to buy. The top is near Don't ignore the signs 📉 https://twitter.com/i/web/status/2017577014698389655 https://twitter.com/i/web/status/2017577014698389655" [X Link](https://x.com/Quality_stocksA/status/2017577014698389655) 2026-01-31T12:33Z 37.2K followers, [----] engagements "The market is up so far in [----] but this performance masks a wide dispersion across individual stocks 🧨 👇 Below are some of the biggest losers among companies with market capitalizations above $20B Applovin $APP -29.8% Atlassian $TEAM -28.8% Intuit $INTU -24.7% Constellation Software $CSU -23.9% Humana $HUM -23.8% Servicenow $NOW -23.6% Reddit $RDDT -21.6% Salesforce $CRM -19.9% Shopify $SHOP -18.5% Workday $WDAY -18.2% SAP $SAP -18.1% Palantir $PLTR -17.5% Thomson Reuters $TRI -16.9% Adobe $ADBE -16.2% Lululemon $LULU -16.0% Oracle $ORCL -15.6% LVMH $MC -15.2% Relx $RELX -14.6% Autodesk" [X Link](https://x.com/Quality_stocksA/status/2017632187219165478) 2026-01-31T16:12Z 37.2K followers, 25.5K engagements "@VulcanMK5 I would say Wolters Kluwer SAP and Microsoft (quick analysis)" [X Link](https://x.com/Quality_stocksA/status/2017633025576542701) 2026-01-31T16:16Z 37.2K followers, [---] engagements "Volatility is coming 🎢 Next week I am watching earnings for The Big Questions: [--] Can $AMZN & $GOOGL justify the massive AI Capex Will AWS resist competition [--] Is $EVO's Asia struggle finally over What about the US [--] Will $PYPL hold its critical support level Will diversification begin to be visible [--] Does $NVO guidance keep the hype alive for [----] Watching: $UBER $FTNT $BETS $IDXX $QLYS $COLO Who else is on your radar 🔎 https://twitter.com/i/web/status/2017896352563204587 https://twitter.com/i/web/status/2017896352563204587" [X Link](https://x.com/Quality_stocksA/status/2017896352563204587) 2026-02-01T09:42Z 37.2K followers, [----] engagements "Next week I will be publishing [--] articles: [--] Stock of the Week ASML $ASML. What are the catalysts for the next years Is the stock too expensive [--] My analysis of Microsoft $MSFT last earnings and the market reaction [--] I will share a small-cap I have recently discovered why 70% recurring revenue 80% gross margin 30% ROIC defensive business model 20% growth in [----] and a PE more than reasonable Stay tuned https://twitter.com/i/web/status/2017950760814735489 https://twitter.com/i/web/status/2017950760814735489" [X Link](https://x.com/Quality_stocksA/status/2017950760814735489) 2026-02-01T13:18Z 37.2K followers, [----] engagements "Here is a thread 🧵 with all the earnings I followed this week We begin with Unitedhealth $UNH" [X Link](https://x.com/Quality_stocksA/status/2017958128063524946) 2026-02-01T13:48Z 37.2K followers, [----] engagements "Servicenow $NOW" [X Link](https://x.com/Quality_stocksA/status/2017958147462193515) 2026-02-01T13:48Z 37.2K followers, [---] engagements "Lam Research $LRCX" [X Link](https://x.com/Quality_stocksA/status/2017958152587612638) 2026-02-01T13:48Z 37.2K followers, [---] engagements "Tesla $TSLA" [X Link](https://x.com/Quality_stocksA/status/2017958157704647003) 2026-02-01T13:48Z 37.2K followers, [---] engagements "Disney $DIS Q4 [--] results Revenue $26.0B Q4 [--] $24.7B +5% 🟢 Est. $25.6B beat 🟢 EPS $1.34 Q4 [--] $1.40 -4% 🔴 Est. $1.36 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2018390641512796488) 2026-02-02T18:26Z 37.2K followers, [----] engagements "@Boersenwunder Like $ODD right now Can't wait for the earnings report and outlook" [X Link](https://x.com/Quality_stocksA/status/2018608899788591338) 2026-02-03T08:54Z 37.2K followers, [---] engagements "The main issue with Paypal $PYPL the guidance Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢 https://t.co/LFBfhFgKUN Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢 https://t.co/LFBfhFgKUN" [X Link](https://x.com/Quality_stocksA/status/2018664493639975111) 2026-02-03T12:34Z 37.2K followers, 14.5K engagements "The stock of the week is ASML $ASML Find the article on the link in my bio 🔗 Does the math still work for investors The company just silenced the skeptics with a blowout earnings report headlined by a record-breaking 13.2B in Q4 bookings. This massive surge in orders provides the clear revenue visibility that was missing in previous quarters effectively reigniting investor optimism. However with the stock now trading at a significant premium we have to ask: has the valuation outpaced the fundamentals https://twitter.com/i/web/status/2018693692475732092" [X Link](https://x.com/Quality_stocksA/status/2018693692475732092) 2026-02-03T14:30Z 37.2K followers, [----] engagements "A year ago I called $1450 as the first buy zone for $FICO The "valuation experts" flooded my DMs to tell me I had no clue Fast forward to today: we are slicing through $1450 and eyeing the $1300 support Stop taking financial advice from teenagers who have never traded through a real cycle [--] Fair Isaac $FICO A data analytics company best known for its FICO credit scores which assess consumer credit risk for lenders First buying zone $1450 [----] growth 15.9% [----] PE 66.2x https://t.co/UElNbkJJwt [--] Fair Isaac $FICO A data analytics company best known for its FICO credit scores which assess" [X Link](https://x.com/Quality_stocksA/status/2018770913626333493) 2026-02-03T19:37Z 37.2K followers, 14.8K engagements "Novo Nordisk $NVO Q4 [--] results Revenue 79.1BDKK Q4 [--] 85.7BDKK -8% 🔴 Est. 76.6B DKK beat 🟢 EPS 6.04DKK Q4 [--] 6.34DKK -5% 🔴 Est. 5.89DKK 🟢" [X Link](https://x.com/Quality_stocksA/status/2018792159504384365) 2026-02-03T21:02Z 37.2K followers, 15.4K engagements "Alphabet $GOOGL Q4 [--] results Revenue $113.8B Q4 [--] $96.5B +18% 🟢 Est. $111.5B beat 🟢 EPS $2.82 Q4 [--] $2.15 +31% 🟢 Est. $2.64 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2019174140607959370) 2026-02-04T22:20Z 37.2K followers, [----] engagements "@Danish_Investor Stay away from having an ERP" [X Link](https://x.com/Quality_stocksA/status/2019397845246484947) 2026-02-05T13:08Z 37.2K followers, [---] engagements "@Danish_Investor Hum ok. My view is I don't see what AI will change for SAP (except additionnal revenue for AI usage)" [X Link](https://x.com/Quality_stocksA/status/2019400527688462572) 2026-02-05T13:19Z 37.2K followers, [---] engagements "Why did $MSFT fall 10% on a "perfect" earnings report 🔍 The market punished Microsoft despite its double beat. I break down the apparent reasons and what lies beneath. Discover my full analysis and strategy for $MSFT in my latest article (link in bio)" [X Link](https://x.com/Quality_stocksA/status/2019408102182019095) 2026-02-05T13:49Z 37.2K followers, 11K engagements "@XOPYC6 Yeah maybe but I do not hesitate to deploy my capital. In [----] I aggressively bought Alphabet and ASML in April You never where the stocks will go that is the reason why you need enough stocks in your watchlist" [X Link](https://x.com/Quality_stocksA/status/2019505431018602805) 2026-02-05T20:16Z 37.2K followers, [----] engagements "Microsoft $MSFT announcing $100B in CAPEX felt like a final boss move Then Alphabet $GOOGL and Amazon $AMZN entered the room" [X Link](https://x.com/Quality_stocksA/status/2019526152193196541) 2026-02-05T21:38Z 37.2K followers, 25.9K engagements "What I dont see being discussed but is extremely important for AI is the industrialization gap For most companies (the final customers) we are currently in a POC (Proof of Concept) stage. But a POC is not a business To scale AI must be embedded into the core systems: ERP WMS CRM TMS HCM etc. You cannot industrialize AI as a standalone tool. It needs the workflows of enterprise software to survive. The market is completely lagging on this reality" [X Link](https://x.com/Quality_stocksA/status/2019750988001792292) 2026-02-06T12:32Z 37.2K followers, [----] engagements "ACN is a consulting firm Consulting is in a difficult position: as the companies' CAPEX and large IT program slow down + with the rise of SaaS the need for consulting decreases in the short term Consulting itself can be accelerated (less revenue more margin) by AI but it is a risk as much as an oppprtunity Accenture is the world leader so it is the only one able to intervene for some major missions So I am neutral on ACN. The huge growth phase is over the business model has to adapt but they have strong strengths to thrive" [X Link](https://x.com/Quality_stocksA/status/2019755436736426253) 2026-02-06T12:49Z 37.2K followers, [---] engagements "@JulienTechInvst @ccc199635 Most companies have not scaled up at all Except maybe the digital native ones" [X Link](https://x.com/Quality_stocksA/status/2019762062851805656) 2026-02-06T13:16Z 37.2K followers, [---] engagements "Palantir $PLTR" [X Link](https://x.com/Quality_stocksA/status/2020069880049938803) 2026-02-07T09:39Z 37.2K followers, [---] engagements "Amazon $AMZN" [X Link](https://x.com/Quality_stocksA/status/2020069920126693730) 2026-02-07T09:39Z 37.2K followers, [----] engagements "Remember when Alphabets $GOOGL culture was broken and the leadership was failing just [--] years ago 📉 The headlines were relentless. Now Silence 🤐 Never forget: narratives follow the stock prices" [X Link](https://x.com/Quality_stocksA/status/2020175045029474741) 2026-02-07T16:37Z 37.2K followers, [----] engagements "Hims & Hers $HIMS just announced they will stop selling their compounded weight loss pills So much damage to both Hims and Novo and all for nothing. Not exactly the smartest management move" [X Link](https://x.com/Quality_stocksA/status/2020244150701158835) 2026-02-07T21:11Z 37.2K followers, 12.8K engagements "InPost $INPST agreed to a takeover Offer worth 7.8B from a consortium led by Fedex. This represents [----] per share (a year ago the stock price was around 17) Very low price" [X Link](https://x.com/Quality_stocksA/status/2020788856723779959) 2026-02-09T09:16Z 37.2K followers, 30K engagements "20000 subscribers 🚀 What a milestone for the Quality Stocks newsletter. [--] months after launching I am incredibly proud to share this achievement In that time I have published [---] articles from deep dives and market deciphering to full portfolio transparency and one-pagers It is a privilege to write for a growing community of investors who value Quality and Long-Term Growth at a Reasonable Price. I can't wait for the next chapter https://twitter.com/i/web/status/2020817844380881367 https://twitter.com/i/web/status/2020817844380881367" [X Link](https://x.com/Quality_stocksA/status/2020817844380881367) 2026-02-09T11:11Z 37.2K followers, [----] engagements "Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1 market continues https://twitter.com/i/web/status/2020853574335385893 https://twitter.com/i/web/status/2020853574335385893" [X Link](https://x.com/Quality_stocksA/status/2020853574335385893) 2026-02-09T13:33Z 37.2K followers, 14.8K engagements "Hims & Hers $HIMS -23% 🔴 following this news Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1 Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1" [X Link](https://x.com/Quality_stocksA/status/2020891028182446411) 2026-02-09T16:02Z 37.2K followers, [----] engagements "@Quartr_App @bizbreakdowns @stonkmetal @Stock_Opine @SLC_Fund @MoS_Investing @fundhunter_co @AnkurShah47 @Wexboy_Value @LT3000Lyall It is always interesting to look at the full Supply Chain Nive to see quality names here like Schneider Electric or ABB" [X Link](https://x.com/Quality_stocksA/status/1745081123955224775) 2024-01-10T13:52Z 37.2K followers, [----] engagements "14 stocks in the defense sector With geopolitical tensions on the rise many defense stocks are performing strongly Best by category 📈 Growth $RHM 💎 Margin $PLTR 💰 PE $LDO 🏆 ROIC $BA Lockheed Martin $LMT Rheinmetall $RHM RTX $RTX Saab $SAAB Northrop Grumman $NOC Leonardo $LDO Axon $AXON Boeing $BA Thales $HO General Dynamics $GD Palantir $PLTR L3Harris $LHX BWX Tech $BWXT BAE Systems $BA" [X Link](https://x.com/Quality_stocksA/status/1767554975679332814) 2024-03-12T14:15Z 37.2K followers, 25.6K engagements "20 interesting European companies with a net profit margin above 25% and a market cap above $1B Investor $INVE 65.2% Nordnet $SAVE 54.2% Evolution $EVO 54.1% Rightmove $RMV 51.6% GTT $GTT 46.5% Adyen $ADYEN 44.1% EQT $EQT 36.9% Amundi $AMUN 36.7% Euronext $ENX 36.1% Novo Nordisk $NVO 35.9% Fortnox $FNOX 33.6% Deutsche Brse $DB1 32.1% BE Semi $BESI 31.5% Hermes $RMS 30.8% AJ Bell $AJB 30.5% Biogaia $BIOG 28.3% Games Workshop $GAW 28.0% Brit. Am. Tobacco $BATS 27.4% ASML $ASML 26.9% Paradox Interactive $PDX 26.5%" [X Link](https://x.com/Quality_stocksA/status/1788845672222937583) 2024-05-10T08:16Z 37.2K followers, 41.5K engagements "💎 Interesting quality stocks by country and their net profit margin. Which stocks / countries would you add NETHERLANDS Adyen $ADYEN 44.2% ASML $ASML 26.9% ASM Int. $ASM 23.6% Wolters Kluwer $WKL 19.3% GERMANY Deutsche Borse $DB1 31.1% Aixtron $AIXA 21.3% Nemetschek $NEM 19.6% Atoss $AOF 20.5% Rational AG $RAA 19.1% SWEDEN Evolution $EVO 54.0% EQT $EQT 37.6% Fortnox $FNOX 33.8% Lifco $LIFCO 11.8% USA Visa $V 54.6% MSCI $MSCI 38.1% Microsoft $MSFT 35.9% Zoetis $ZTS 27.4% Alphabet $GOOGL 27.0% FRANCE Hermes $RMS 30.9% Dassault Syst $DSY 19.8% LVMH $MC 17.9% L'Oreal $OR 15.3% AUSTRALIA Pro" [X Link](https://x.com/Quality_stocksA/status/1794283048617255367) 2024-05-25T08:23Z 37.2K followers, 28.2K engagements "14 interesting Swiss stocks that you should know Do you own Swiss stocks Some in your watchlist 💉 Ypsomed $YPSN 💰 Partners Group $PGHN 🏭 VAT Group $VACN 🦷 Straumann $STMN Richemont $CFR 👂 Sonova $SOON 🌡 LEM $LEHN 🏭 ABB $ABBN 💊 Lonza $LONN 🍫 Nestle $NESN 💊 Roche $ROG 💊 Novartis $NOVN 🔬 Bachem $BANB 🏭 Inficon $IFCN https://twitter.com/i/web/status/1795019777167016115 https://twitter.com/i/web/status/1795019777167016115" [X Link](https://x.com/Quality_stocksA/status/1795019777167016115) 2024-05-27T09:10Z 37.2K followers, 29.3K engagements "📢🎯 Analyst Recommendation Changes London Stock Ex $LSEG [--] Baader. Sell. [--] [---] 🟢 Schneider $SU [---] RBC. Sell. [---] [---] 🟢 LVMH $MC [---] RBC. Buy. [---] 🟢 Hermes $RMS [----] GS. Hold. [----] [----] 🔴 Diasorin $DIA [--] MS. Sell. [--] [--] 🔴 Nordic Semi $NOD 150NOK JPM. Buy. 135NOK 180NOK 🟢 Pernod Ricard $RI [---] BNP. Hold. [---] [---] 🔴 Rational AG $RAA [---] Barclays. Hold. [---] [---] 🟢 SAP $SAP [---] Stifel. Buy. [---] [---] 🟢 https://twitter.com/i/web/status/1810200579106337219 https://twitter.com/i/web/status/1810200579106337219" [X Link](https://x.com/Quality_stocksA/status/1810200579106337219) 2024-07-08T06:33Z 37.2K followers, [----] engagements "Heineken $HEIA Q2 [--] results Revenue 17823M +6.0% 🟢 EPS 2.15" [X Link](https://x.com/Quality_stocksA/status/1817825568009712056) 2024-07-29T07:32Z 37.2K followers, [----] engagements "London Stock Exchange $LSEG one pager 🏆 Score 6.1/10 🎯 My fair price estimation is around [--] 🐂 Bull case - A local monopoly - Microsoft short term momentum - Net margin should increase - Geographically diversified revenue 🐻 Bear case - Lot of debt (from th recent acquisition) - Expensive https://twitter.com/i/web/status/1820487286594617461 https://twitter.com/i/web/status/1820487286594617461" [X Link](https://x.com/Quality_stocksA/status/1820487286594617461) 2024-08-05T15:49Z 37.2K followers, [----] engagements "Lagercrantz $LAGR one pager 🏆 Score 6.1/10 🎯 My fair price estimation is around 148SEK 🐂 Bull case - Decent historical and expected growth - Diversified products and markets - Great capital efficiency 🐻 Bear case - Geographical revenue mostly in Northern Europe - A little bit expensive https://twitter.com/i/web/status/1827918202526957799 https://twitter.com/i/web/status/1827918202526957799" [X Link](https://x.com/Quality_stocksA/status/1827918202526957799) 2024-08-26T03:57Z 37.2K followers, [----] engagements "🌐 My favorite stock by country currently What about you MercadoLibre $MELI Nu Holdings $NU Schneider Electric $SU Evolution $EVO Norbit $NORBT Adyen $ADYEN AJ Bell $AJB Microsoft $MSFT Lululemon $LULU Mader $MAD Dino Polska $DNP Nemetschek $NEM Qt Group $QTCOM Novo Nordisk $NVO Accenture $ACN Medacta $MOVE Alibaba $BABA" [X Link](https://x.com/anyuser/status/1833838137178550412) 2024-09-11T12:00Z 37.2K followers, 33.5K engagements "3 stocks still reasonably valued and [--] clearly overvalued + their [----] PE What would be your top [--] 💰 Reasonably valued Alphabet $GOOGL 18.4x Evolution $EVO 14.0x TSMC $TSM 17.9x ⚠ Overvalued Palantir $PLTR 230x Unity $U Unprofitable Pro Medicus $PME 214x" [X Link](https://x.com/Quality_stocksA/status/1860260818509504526) 2024-11-23T09:55Z 37.2K followers, 29.9K engagements "LVMH $MC.PA Q1 [--] results Revenue 20.3B Q1 [--] 20.7B -1.9% 🔴 Est. 21.1B miss 🔴 Growth by division ✔ Wines & Spirits -8% ✔ Fashion & Leather -4% ✔ Perfumes & Cosmetics 0% ✔ Watches & Jewelry +1% ✔ Selective Retailing 0% Growth by region ✔ US -3% ✔ Japan -1% ✔ Asia (excl. Japan) -11% ✔ Europe +2% https://twitter.com/i/web/status/1911836502813790411 https://twitter.com/i/web/status/1911836502813790411" [X Link](https://x.com/Quality_stocksA/status/1911836502813790411) 2025-04-14T17:38Z 37.2K followers, 36.9K engagements "👇 Here are [--] stocks with a net profit margin above 25% This margin might help mitigate risks if economic conditions were to deteriorate 🛢 Texas Pacific $TPL 64.3% 💳 Visa $V 54.9% ⛴ GTT $GTT 53.9% 🩻 Pro Medicus $PME 53.5% 🏭 NVidia $NVDA 52.0% 🎰 Evolution $EVO 51.2% 💉 Halozyme $HALO 46.9% 💰 Adyen $ADYEN 46.1% 💳 Mastercard $MA 45.6% ☁ Arista $ANET 36.4% 💰 Netwealth $NWL 35.9% 💻 Microsoft $MSFT 35.5% 💉 Novo Nordisk $NVO 34.8% 💻 Meta $META 34.2% 💊 Vertex $VRTX 34.1% 💉 Eli Lilly $LLY 33.7% 📸 Adobe $ADBE 29.8% 👜 Hermes $RMS 28.7% 📦 Wisetech $WTC 28.3% 🛡 Fortinet $FTNT 25.1%" [X Link](https://x.com/Quality_stocksA/status/1913631790624817392) 2025-04-19T16:32Z 37.2K followers, 23.5K engagements "📅 Here are the earnings I will follow next week What about you MONDAY Waste Management $WM Cadence $CDNS Schneider Electric $SU.PA TUESDAY Paypal $PYPL Shift4 Payments $FOUR Visa $V Booking $BKNG Betsson $BETS.ST WEDNESDAY ADP $ADP Microsoft $MSFT Meta $META Evolution $EVO.ST Adyen $ADYEN.AS Teleperformance $TEP.PA S&P Global $SPGI KLA Corporation $KLAC TUESDAY Eli Lilly $LLY Amazon $AMZN Apple $AAPL McDonald's $MCD Idexx $IDXX https://twitter.com/i/web/status/1916001092288102610 https://twitter.com/i/web/status/1916001092288102610" [X Link](https://x.com/Quality_stocksA/status/1916001092288102610) 2025-04-26T05:27Z 37.2K followers, 14.9K engagements "UK Games Workshop $GAW.L - A strong business model Globaldata $DATA.L - The elements to watch before investing Relx $RELX - Why this data provider has one of the most defensive business models in the market" [X Link](https://x.com/Quality_stocksA/status/1932054135383167174) 2025-06-09T12:36Z 37.2K followers, [----] engagements "AUSTRALIA Tasmea $TEA.AX - An under-the-radar Australian serial acquirer Mader $MAD.AX - Why this stock is one of my highest convictions in the Australian stock market Pro Medicus $PME.AX - Perfect metrics except for valuation" [X Link](https://x.com/Quality_stocksA/status/1932054143071318122) 2025-06-09T12:36Z 37.2K followers, [----] engagements "The market is likely overstating the risk of AI disruption for some companies 📞 Teleperformance $TEP.PA was once a star of the French market now treated like a fallen angel. But look at the numbers 🔍 Assume just 2% LT growth (easily achievable with a 15% FCF yield via inorganic growth alone) and a simple DCF points to 100/share a 50% upside from today ⚠ Yes AI will impact the business. But today Teleperformance is printing FCF actively integrating AI and large clients still need scaled players combining human + AI services 💡 My take: AI may reduce revenue but increase margins. Even without" [X Link](https://x.com/Quality_stocksA/status/2004615564384194910) 2025-12-26T18:09Z 37.2K followers, [----] engagements "Small caps can have economic moats too 🏰 They are often narrower but that is exactly what makes them interesting: growing a moat matters more than starting with a wide one 📈 Here are a few examples 👇 [--] Intangible Assets (brands patents licenses) Crocs $CROX Halozyme $HALO Bonesupport $BONEX [--] Switching Costs (deeply embedded products) SPS Commerce $SPSC Nemetschek $NEM Kinaxis $KXS [--] Network Effects (value grows with users) Etsy $ETSY Rightmove $RMV Upwork $UPWK [--] Cost Advantage (structurally cheaper than peers) GTT $GTT Dino Polska $DNP BJ's Wholesale Club $BJ [--] Efficient Scale (markets" [X Link](https://x.com/Quality_stocksA/status/2015777008299426265) 2026-01-26T13:21Z 37.2K followers, 10.8K engagements "Automatic Data Processing $ADP" [X Link](https://x.com/Quality_stocksA/status/2017958171034202349) 2026-02-01T13:48Z 37.2K followers, [---] engagements "Palantir $PLTR Q4 [--] results Revenue $1407M Q3 [--] $828M +70% 🟢 Est. $1341M beat 🟢 EPS $0.24 Q3 [--] $0.03 x8 🟢 Est. $0.18 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2018437447726612882) 2026-02-02T21:32Z 37.2K followers, [----] engagements "What is the #1 growth play that is actually trading at a discount today 👇" [X Link](https://x.com/Quality_stocksA/status/2018599279770710073) 2026-02-03T08:15Z 37.2K followers, 13.6K engagements "Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2018664116349718781) 2026-02-03T12:33Z 37.2K followers, 20.9K engagements "Uber $UBER Q4 [--] results Revenue $14.4B Q4 [--] $12.0B +20% 🟢 Est. $14.3B beat 🟢 EPS $0.14 Q4 [--] $3.21 -96% 🔴 Est. $0.78 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2019045402927071435) 2026-02-04T13:48Z 37.2K followers, [----] engagements "Not all software is created equal in the face of AI disruption Companies like $SAP have deep structural moats. Replacing an ERP is a multi-year nightmare and you cannot run a company without it Meanwhile workflow tools like Monday $MNDY are far more exposed" [X Link](https://x.com/Quality_stocksA/status/2019388139874222274) 2026-02-05T12:30Z 37.2K followers, 14K engagements "Paypal $PYPL" [X Link](https://x.com/Quality_stocksA/status/2020069884898726285) 2026-02-07T09:39Z 37.2K followers, [---] engagements "Novo Nordisk $NVO" [X Link](https://x.com/Quality_stocksA/status/2020069890930200792) 2026-02-07T09:39Z 37.2K followers, [---] engagements "The most powerful bear thesis for $NVO 👉 It is not a US-based company" [X Link](https://x.com/Quality_stocksA/status/2020244897903866178) 2026-02-07T21:14Z 37.2K followers, 19.3K engagements "😲 82% Gross Margin. 30% ROIC. 70% Recurring Revenue. 25% [----] revenue growth 💡 Most people think these are Silicon Valley software metrics. They arent 👉 They belong to a "Hidden Monopoly" in the healthcare space that controls 90% of some of its core markets Full analysis of this quality compounder https://bit.ly/small-cap-monopoly https://bit.ly/small-cap-monopoly" [X Link](https://x.com/Quality_stocksA/status/2020443927090692304) 2026-02-08T10:25Z 37.2K followers, 14.2K engagements "Earnings I will follow next week What about you Coca-Cola $KO Spotify $SPOT S&P Global $SPGI Shopify $SHOP Vertiv $VRT Adyen $ADYEN McDonald's $MCD Applovin $APP Cisco $CSCO Hubspot $HUBS Zoetis $ZTS Arista $ANET Dexcom $DXCM Airbnb $ABNB Dassault Systemes $DSY Applied Materials $AMAT Norbit $NORBT Senzime $SEZI Fiserv $FISV https://twitter.com/i/web/status/2020476305016279538 https://twitter.com/i/web/status/2020476305016279538" [X Link](https://x.com/Quality_stocksA/status/2020476305016279538) 2026-02-08T12:34Z 37.2K followers, [----] engagements "Waters $WAT Q4 [--] results Revenue $932M Q4 [--] $873M +6% 🟢 Est. $929M beat 🟢 EPS $3.77 Q4 [--] $3.88 -3% 🔴 Est. $4.19 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2020893909514076473) 2026-02-09T16:13Z 37.2K followers, [----] engagements "Adyen is on a tear up +4.58% 🟢 yesterday and another +4.18% 🟢 today With Q4 results dropping tomorrow the market seems optimistic. Will the numbers live up to the hype" [X Link](https://x.com/Quality_stocksA/status/2021300474175983621) 2026-02-10T19:09Z 37.2K followers, [----] engagements "Coca-Cola $KO Q4 [--] results Revenue $11.8B Q4 [--] $11.5B +2% 🟢 Est. $12.0B miss 🔴 EPS $0.53 Q4 [--] $0.51 +4% 🟢 Est. $0.54 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2021306000653885570) 2026-02-10T19:31Z 37.2K followers, [----] engagements "@fuckthedip Oui JP Morgan a l'air d'aimer a Je m'tonne de l'absence de Fortinet cependant" [X Link](https://x.com/Quality_stocksA/status/2021336369034121445) 2026-02-10T21:31Z 37.2K followers, [----] engagements "InPost $INPST received a buyout offer today at [-----]. It was one of my [--] top stock pocks for [----] Will the others be just as successful Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and" [X Link](https://x.com/Quality_stocksA/status/2021343229543842299) 2026-02-10T21:59Z 37.2K followers, [----] engagements "Evolution $EVO Q4 [--] results Revenue 514M Q4 [--] 534M -4% 🔴 Est. 517M miss 🔴 EPS [----] Q4 [--] [----] -16% 🔴 Est. [----] beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2019365212366004604) 2026-02-05T10:59Z 37.2K followers, 10.3K engagements "Amazon $AMZN Q4 [--] results Revenue $213.4B Q4 [--] $187.8B +13.6% 🟢 Est. $211.2B beat 🟢 EPS $1.95 Q4 [--] $1.86 +5% 🟢 Est. $1.96 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2019519648912625916) 2026-02-05T21:12Z 37.2K followers, [----] engagements "Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2022330343236554996) 2026-02-13T15:21Z 37.2K followers, [----] engagements "4 small-cap stocks who had huge performance in [----] by country Did you know / own some of them (Some of them are really not in my investable universe) NORWAY Xplora $XPLRA +118% Napatech $NAPA +87% Norbit $NORBT +62% Nordhealth $NORDH +61% POLAND Comp $CMP +83% XTB $XTB +78% Signity $SGN +65% Cyber_Folks $CBF +64% UK Filtronic $FTC +263% CMC Markets $CMCX +143% Trustpilot $TRST +107% Just Group $JRP +88% SWITZERLAND Kuros $KURN +475% Accelleron $ACLN +75% Polypeptide $PPGN +64% Aluflexpack $AFP +62% SWEDEN Bonesupport $BONEX +103% Yubico $YUBICO +84% Medcap $MCAP +77% Paxman $PAX +76% USA TSS" [X Link](https://x.com/Quality_stocksA/status/1870777153475711196) 2024-12-22T10:23Z 37.2K followers, 29.5K engagements "Stock of the Week: Veeva Systems $VEEV Veeva delivered impressive earnings. So is now the right time to consider a position In this article we explore whether the stock is currently attractive identify key buy zones and examine what analysts are saying 👉 Find the full article on the link 🔗 in my bio https://twitter.com/i/web/status/1930623012451037607 https://twitter.com/i/web/status/1930623012451037607" [X Link](https://x.com/Quality_stocksA/status/1930623012451037607) 2025-06-05T13:49Z 37.2K followers, [----] engagements "🏆 [--] investment themes and [--] long-term growth stocks beyond the AI frenzy 🔖 Bookmark this for stock ideas 🗑 Waste Management (LT growth 5%/year) Waste Management $WM Waste Connections $WCN Veolia $VIE.PA Republic Services $RSG Cleanaway Waste Mgt $CWY.AX 🚿 Water Scarcity (LT growth 7%/year) Energy Recovery $ERII American Water Works $AWK Xylem $XYL Advanced Drainage Syst. $WMS Watts Water Tech $WTS 🛡 Cybersecurity (LT growth 9%/year) Fortinet $FTNT Palo Alto Networks $PANW Crowdstrike $CRWD Check Point Software $CHKP Qualys $QLYS 💳 Digital Payments (LT growth 15%/year) Visa $V Wise" [X Link](https://x.com/Quality_stocksA/status/2010017902582243728) 2026-01-10T15:56Z 37.2K followers, 24.4K engagements "Disney $DIS" [X Link](https://x.com/Quality_stocksA/status/2020069875084063181) 2026-02-07T09:39Z 37.2K followers, [---] engagements "Spotify $SPOT Q4 [--] results Revenue $4531M Q4 [--] $4242M +7% 🟢 Est. $4522M beat 🟢 EPS $4.43 Q4 [--] $1.76 +152 % 🟢 Est. $2.78 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2021308931658719499) 2026-02-10T19:42Z 37.2K followers, [----] engagements "@Div_Croissant Prochain titre "Air Liquide pourrait racheter les activits de Siemens" d'apres jeuxvideo magazine" [X Link](https://x.com/Quality_stocksA/status/2021666957817524427) 2026-02-11T19:25Z 37.2K followers, [---] engagements "14 UK stocks that I find interesting. What other stocks would you add The UK market is quite cheap right now maybe a source of opportunities 💊 AstraZeneca $AZN 💻 Cerillion $CER 💳 Wise $WISE 🎲 Games Workshop $GAW 💻 Rightmove $RMV 🔨 Ashtead $AHT 💰 Integrafin $IHP ✈ BAE Systems $BA 📚 RELX $RELX 📘 Experian $EXPN 🥃 Diageo $DGE 💹 London Stock Ex. $LSE 💰 AJ Bell $AJB 💰 Foresight $FSG" [X Link](https://x.com/Quality_stocksA/status/1792857472979390900) 2024-05-21T09:58Z 37.2K followers, 17.7K engagements "Japan is an interesting market. Here is a selection with [--] stocks Which ones would you add The [--] stocks Shift Lasertec (Beware of the current controversy) Strike Baycurrent JAC Recruitment Amvis Visional Disco Hoya Obic Zozo Shoei Anycolor Are you invested in the Japanese market https://twitter.com/i/web/status/1800467343966941639 https://twitter.com/i/web/status/1800467343966941639" [X Link](https://x.com/Quality_stocksA/status/1800467343966941639) 2024-06-11T09:57Z 37.2K followers, 15.4K engagements "23 stocks with a very high ROIC - above 25% Rightmove $RMV 254% NVidia $NVDA 97.7% Fortinet $FTNT 93.4% Manhattan $MANH 86.3% GTT $GTT 78.8% Novo Nordisk $NVO 63.0% Mastercard $MA 57.8% ADP $ADP 50.6% Pro Medicus $PME 48.0% Medpace $MEDP 47.6% ASML $ASML 39.2% Qualys $QLYS 38.1% Idexx $IDXX 35.2% Technology One $TNE 34.5% Visa $V 33.2% Qt Group $QTCOM 32.1% Lululemon $LULU 32.0% Arista Networks $ANET 31.6% Evolution $EVO 30.2% Microsoft $MSFT 29.2% Meta $META 27.4% Alphabet $GOOGL 27.0% Hermes $RMS 25.9% https://twitter.com/i/web/status/1830170067457184037" [X Link](https://x.com/anyuser/status/1830170067457184037) 2024-09-01T09:05Z 37.2K followers, 46.6K engagements "🏆 Which 6-stock portfolio do you prefer ULTRA FAST GROWERS (25% a year) 🎮 NVidia $NVDA 🦴 Bonesupport $BONEX 💻 Pro Medicus $PME 😷 Xvivo $XVIVO 👟 On Holding $ONON 💰 Adyen $ADYEN STEADY GROWERS (5 to 10%) 🐶 Zoetis $ZTS 💰 Blackrock $BLK 💰 MSCI $MSCI 💻 Automatic Data Proc. $ADP 😷 Unitedhealth $UNH ♻ Waste Management $WM MOAT BEASTS 💳 Visa $V 💻 Microsoft $MSFT 👜 Hermes $RMS 🚗 Ferrari $RACE 💰 S&P Global $SPGI 💳 Mastercard $MA DIVIDEND GROWERS 🥤 Coca-Cola $KO 💰 CME $CME 🍔 McDonald's 🥤 Pepsico $PEP 💉 Johnson & Johnson $JNJ 💊 Merck&Co $MRK GARP 💻 Alphabet $GOOGL 💰 Paypal $PYPL" [X Link](https://x.com/Quality_stocksA/status/1834915111875555421) 2024-09-14T11:20Z 37.2K followers, 26.8K engagements "👜 Luxury Stocks Tier List Do you agree What would you change S-Tier Top-tier luxury brands with consistent demand exclusivity and strong financials Hermes $RMS Ferrari $RACE A-Tier High-performing luxury brands leading their sectors but slightly less exclusive LVMH $MC L'Oreal $OR Brunello Cucinelli $BC Moncler $MONC B-Tier Strong luxury brands with notable market share but more niche or cyclical Richemont $CFR San Lorenzo $SL The Italian Sea Group $TISG C-Tier Recognizable brands with fluctuations in performance or regional influence Prada $1913 Hugo Boss $BOSS Ermenegildo Zegna $ZGN D-Tier" [X Link](https://x.com/anyuser/status/1835761138237370614) 2024-09-16T19:22Z 37.2K followers, 34.3K engagements "🚀 [--] stocks expected to grow revenue 25% in [----] For fans of ultra-fast growers Netwealth $NWL 25.9% Axon $AXON 27.3% Elf $ELF 27.7% Rheinmetall $RHM 29.0% Mercadolibre $MELI 30.0% Pro Medicus $PME 31.5% Cyberark $CYBR 32.1% Palantir $PLTR 35.9% Tasmea $TEA 37.0% Shelly Group $SLYG 39.2% Bonesupport $BONEX 43.7% MDA Space $MDA 47.5% NVidia $NVDA 52.8% Hims&Hers $HIMS 58.8% Senzime $SEZI 91.4% https://twitter.com/i/web/status/1926695727079493914 https://twitter.com/i/web/status/1926695727079493914" [X Link](https://x.com/Quality_stocksA/status/1926695727079493914) 2025-05-25T17:43Z 37.2K followers, 24.8K engagements "3 Top Quality Stocks from Each Country 📈 Lets build this list together Share your top stock picks for each country France Hermes $RMS Schneider Electric $SU Dassault Systemes $DSY Italy Ferrari $RACE Brunello Cucinelli $BC Reply $REY Denmark Novo Nordisk $NVO Coloplast $COLO Chemometec $CHEMM USA Microsoft $MSFT Visa $V S&P Global $SPGI Sweden XVivo $XVIVO Sectra $SECT Evolution $EVO Canada Waste Connections $WCN MDA Space $MDA Thomson Reuters $TRI UK Relx $RELX Experian $EXPN Judges Scientific $JDG Australia Pro Medicus $PME Wisetech $WTC Netwealth $NWL Switzerland Ypsomed $YPSN Bachem" [X Link](https://x.com/anyuser/status/1931791339345342568) 2025-06-08T19:12Z 37.2K followers, 32.6K engagements "🚀 [--] US stocks with incredible performance YTD (above 75%) Do you own any Regencell $RGC +17500% Sezzle $SEZL +327% Centrus Energy $LEU +164% Robinhood $HOOD +153% Oklo $OKLO +153% National Vision $EYE +129% Avis Budget $CAR +125% AST Spacemobile $ASTS +116% Transmedics $TMDX +107% MP Materials $MP +104% Symbotic $SYM +102% Nuscale $SMR +100% Hims&Hers $HIMS +98% Nextracker $NXT +81% Oddity $ODD +81% Palantir $PLTR +77% Cloudflare $NET +77% Celsius $CELH +76% https://twitter.com/i/web/status/1941799505294156202 https://twitter.com/i/web/status/1941799505294156202" [X Link](https://x.com/Quality_stocksA/status/1941799505294156202) 2025-07-06T10:00Z 37.2K followers, 21.3K engagements "🚀 Companies projected to grow revenue 25%+ in [----] Bookmark this list of future fast growers 📈 Axon $AXON +25% Shift4 Payments $FOUR +26% Mercadolibre $MELI +27% Pro Medicus $PME +30% Argenx $ARGX +31% Broadcom $AVGO +31% Tasmea $TEA +31% NVidia $NVDA +33% Rheinmetall $RHM +34% Palantir $PLTR +35% Bonesupport $BONEX +39% Harrow $HROW +39% Paxman $PAX +55% https://twitter.com/i/web/status/1964719934703018436 https://twitter.com/i/web/status/1964719934703018436" [X Link](https://x.com/anyuser/status/1964719934703018436) 2025-09-07T15:58Z 37.2K followers, 43.1K engagements "I like the Australian market My favorite names are: - Technology One Wisetech and Netwealth Energy One Pro Medicus - too expensive for now but I am looking - Jumbo Interactive - waiting for a positive newsflow - Mader and Tasmea the [--] maintenance companies with [--] different styles - GQG also waiting for a positive newsflow - Clinuvel and polynovo in the biotech sector https://twitter.com/i/web/status/2001962707004604803 https://twitter.com/i/web/status/2001962707004604803" [X Link](https://x.com/Quality_stocksA/status/2001962707004604803) 2025-12-19T10:27Z 37.2K followers, [---] engagements "Pro Medicus $PME.AX is the definition of quality ✅ 30% revenue growth ✅ 55% net profit margin ✅ 48% ROIC ✅ Strong balance sheet The stock is down 50% from its ATH. However PE is still above 100x Identifying a favorable entry point remains a challenge. While AU$70 is the ideal target it lacks immediate realism. A more probable floor sits at AU$145 close to the weekly MA200 https://twitter.com/i/web/status/2018257219976876310 https://twitter.com/i/web/status/2018257219976876310" [X Link](https://x.com/Quality_stocksA/status/2018257219976876310) 2026-02-02T09:36Z 37.2K followers, [----] engagements "Here is a thread 🧵 with the [--] earnings I followed this week We begin with Idexx $IDXX" [X Link](https://x.com/Quality_stocksA/status/2020069870595981582) 2026-02-07T09:39Z 37.2K followers, [----] engagements "Betsson $BETS" [X Link](https://x.com/Quality_stocksA/status/2020069900803616822) 2026-02-07T09:39Z 37.2K followers, [---] engagements "17 Ultra-High Margin Stocks (Outside the US) 🌍 Sorted by net profit margin 🔽 Ferrari $RACE 22.4% VAT Group $VACN 23.5% ASM Int. $ASM 23.9% Genmab $GMAB 25.5% Novo Nordisk $NVO 25.6% Argenx $ARGX 27.5% British Am. Tobacco $BATS 28.4% Hermes $RMS 29.0% ASML $ASML 30.4% SAP $SAP 33.9% Keyence $6861 37.2% Amundi $AMUN 41.3% EQT $EQT 43.3% Adyen $ADYEN 45.0% TSMC $TSM 46.8% Evolution $EVO 48.8% GTT $GTT 53.2% https://twitter.com/i/web/status/2020410510340931950 https://twitter.com/i/web/status/2020410510340931950" [X Link](https://x.com/Quality_stocksA/status/2020410510340931950) 2026-02-08T08:12Z 37.2K followers, 34.3K engagements "SWEDEN Paxman $PAX.ST - Why this stock might double its growth in [----] Senzime $SEZI.ST - A company growing 100% a year you should know Bonesupport $BONEX.ST - The strongest medtech company in the Nordics Micro Systemation $MSAB.ST - The challenge of a company in a compelling niche market RVRC $RVRC.ST - An under-the-radar investment in the outdoor industry Paradox Interactive $PDX.ST - This video game company has better metrics than most of its competitors And also Evolution $EVO.ST" [X Link](https://x.com/Quality_stocksA/status/1932054153557160231) 2025-06-09T12:36Z 37.2K followers, [----] engagements "Here are my [--] stock picks for [----] 👇 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification https://bit.ly/picks-for-2026 https://bit.ly/picks-for-2026" [X Link](https://x.com/anyuser/status/2007806648082190583) 2026-01-04T13:29Z 37.2K followers, 63.7K engagements "Betsson $BETS Q4 [--] results Revenue 304M Q4 [--] 307M -1% 🔴 Est. 322M miss 🔴 EPS [----] Q4 [--] [----] -37% 🔴 Est. [----] miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2019362877816336804) 2026-02-05T10:50Z 37.2K followers, [----] engagements "Don't panic. Prepare 💡 Block out the stupid narratives and focus on your watchlist and buy zones Here are some ideas with my first buy zone Microsoft $MSFT $350 SAP $SAP [---] Servicenow $NOW $86 Fair Isaac $FICO $1110 Sportradar $SRAD $15 Accenture $ACN $214 Idexx $IDXX $460 Netflix $NFLX $69 https://twitter.com/i/web/status/2019497210170241062 https://twitter.com/i/web/status/2019497210170241062" [X Link](https://x.com/Quality_stocksA/status/2019497210170241062) 2026-02-05T19:43Z 37.2K followers, 55.1K engagements "$STLA From Value King to Cyclical Trap 📉 In [----] Tavares was a genius and every fund manager was in. In [----] the efficiency mask has slipped: hollowed R&D broken dealer relations and massive US inventory gluts Proof that a low PE at the top of a cycle (for cyclical stocks) is not a bargain it is a warning I am not an expert in this sector so there is no will to explain if it is a good or bad idea to buy the stock now just a reminder that narrative x cyclical stocks = a dangerous cocktail https://twitter.com/i/web/status/2019724385674805406 https://twitter.com/i/web/status/2019724385674805406" [X Link](https://x.com/Quality_stocksA/status/2019724385674805406) 2026-02-06T10:46Z 37.2K followers, [----] engagements "S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴" [X Link](https://x.com/Quality_stocksA/status/2021205447240487315) 2026-02-10T12:51Z 37.2K followers, 24.4K engagements "🚨 JP Morgan just released a list of AI-Resilient [--] software stocks 💡 What do you think of this list Microsoft $MSFT Servicenow $NOW Twilio $TTWO Okta $OKTA Palo Alto $PANW Crowdstrike $CRWD ZScaler $ZS Sentinel One $S Check Point $CHKP Netskope $NTSK Snowflake $SNOW Datadog $DDOG Veeva $VEEV Guidewire $GWRE Costar $CSGP Tyler $TYL JFrog $FROG Sailpoint $SAIL Q2 $QTWO https://twitter.com/i/web/status/2021335341312114712 https://twitter.com/i/web/status/2021335341312114712" [X Link](https://x.com/Quality_stocksA/status/2021335341312114712) 2026-02-10T21:27Z 37.2K followers, 32.1K engagements "While I don't find the report brilliant the market reaction feels a bit too much $DSY I will publish an article next week to explain in details why Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢 https://t.co/2JLm5BCHuf Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢 https://t.co/2JLm5BCHuf" [X Link](https://x.com/Quality_stocksA/status/2021553822209020160) 2026-02-11T11:56Z 37.2K followers, [----] engagements "The major information in this tweet is that PCGamer is now a source of financial information Maybe the reason of the fall of $SPGI and $MSCI after all OpenAI predicts a $14 billion loss in [----] per PCGamer. OpenAI predicts a $14 billion loss in [----] per PCGamer" [X Link](https://x.com/Quality_stocksA/status/2021666499166126213) 2026-02-11T19:23Z 37.2K followers, [----] engagements "Paycom $PAYC Q4 [--] results Revenue $544M Q4 [--] $494M +10% 🟢 Est. $543M beat 🟢 EPS $2.07 Q4 [--] $2.02 +2% 🟢 Est. $1.93 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2021694711262490688) 2026-02-11T21:15Z 37.2K followers, [----] engagements "Applovin $APP Q4 [--] results Revenue $1658M Q4 [--] $999M +66% 🟢 Est. $1612M beat 🟢 EPS $3.26 Q4 [--] $1.77 +86% 🟢 Est. $2.94 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2021695957524529513) 2026-02-11T21:20Z 37.2K followers, [----] engagements "The wait is over. Real opportunities are surfacing 💰 Capital deployment starts now 🚀 👉 What are you buying" [X Link](https://x.com/Quality_stocksA/status/2021898047807168832) 2026-02-12T10:43Z 37.2K followers, 11.3K engagements "@XOPYC6 $MSFT And looking very closely at $SPGI" [X Link](https://x.com/Quality_stocksA/status/2021900745935929366) 2026-02-12T10:54Z 37.2K followers, [---] engagements "Zoetis $ZTS Q4 [--] results Revenue $2387M Q4 [--] $2317M +3% 🟢 Est. $2362M beat 🟢 EPS $1.37 Q4 [--] $1.29 +6% 🟢 Est. $1.31 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2022326926732656726) 2026-02-13T15:08Z 37.2K followers, [----] engagements "Shares are up +10% 🟢 following the earnings Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢 https://t.co/j6ulCV3u2y Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢 https://t.co/j6ulCV3u2y" [X Link](https://x.com/Quality_stocksA/status/2022341773125656774) 2026-02-13T16:07Z 37.2K followers, [----] engagements "Dexcom $DXCM Q4 [--] results Revenue $1260M Q4 [--] $1114M +13% 🟢 Est. $1254M beat 🟢 EPS $0.68 Q4 [--] $0.38 +79% 🟢 Est. $0.65 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2022343583999910235) 2026-02-13T16:14Z 37.2K followers, [----] engagements "Stock of the Week: Fortinet $FTNT Here is the one pager 👇 Find my analysis in the article available on the link in my bio" [X Link](https://x.com/Quality_stocksA/status/2022365208975405386) 2026-02-13T17:40Z 37.2K followers, [----] engagements "❓ What is the most attractive stock to buy on the market now And why" [X Link](https://x.com/Quality_stocksA/status/2022390716824227884) 2026-02-13T19:21Z 37.2K followers, [----] engagements "If you had to pick [--] non-US stocks for the next [--] years what would they be I begin ASML $ASML Novo Nordisk $NVO LVMH $MC" [X Link](https://x.com/anyuser/status/1755728153379475562) 2024-02-08T22:59Z 37.2K followers, 68K engagements "Kongsberg Gruppen $KOG Q2 [--] results Revenue 11589M NOK Q2 [--] 9614M NOK +20.5% 🟢 Est. 11254M NOK beat 🟢 EPS [----] NOK Q2 [--] [----] NOK +55% 🟢 Est. [----] NOK 🟢 Impressive order intake Order intake 17278M NOK (backlog 95B NOK). Very good sign for [----] and [----] growth Revenue by segment Maritime 5980M NOK Defence & Aero 4425M NOK Discovery 1102M NOK Digital 406M NOK https://twitter.com/i/web/status/1811009550880764246 https://twitter.com/i/web/status/1811009550880764246" [X Link](https://x.com/Quality_stocksA/status/1811009550880764246) 2024-07-10T12:08Z 37.2K followers, [----] engagements "2 FINANCIAL DATA 💰 Expected CAGR by 2030: 10.3% Stocks to watch sorted by net profit margin MSCI $MSCI 38.1% Moody's $MCO 29.1% S&P Global $SPGI 26.7% Factset Research $FDS 26.0%" [X Link](https://x.com/Quality_stocksA/status/1850540843502879184) 2024-10-27T14:11Z 37.2K followers, [----] engagements "🚨 New Article Drop: Waste Connections $WCN 🚨 🟢 Company Overview 📊 Fair Value Estimate 📉 Buy Zones ⚔ Head-to-Head vs. Waste Management ($WM) & peers Dig into the numbers & see where $WCN stands 👉 You can find the article on the link in my bio" [X Link](https://x.com/Quality_stocksA/status/1936433152895173077) 2025-06-21T14:36Z 37.2K followers, [----] engagements "Harmony Biosciences $HRMY has dropped over 25% in just three weeks Why The companys lead pipeline candidate for genetic disorders failed to meet its primary endpoint in a late-stage trial Meanwhile Harmony remains highly dependent on a single product WAKIX which faces loss of exclusivity around [----] On the positive side valuation looks very depressed: the stock trades at an estimated 18% free cash flow yield with roughly $500M in cash against a $1.6B market cap Still the pipeline is thin and carries significant risk highlighting the classic biotech dilemma: every upside opportunity is tied to" [X Link](https://x.com/Quality_stocksA/status/1970884899013075032) 2025-09-24T16:15Z 37.2K followers, [----] engagements "I will be publishing my [--] top stock picks for [----] next Saturday 🎉 Can you guess which stocks made the list" [X Link](https://x.com/Quality_stocksA/status/2005926020646342922) 2025-12-30T08:56Z 37.2K followers, [----] engagements "These [--] stocks were beaten down in [----] yet their growth remains decent Accenture $ACN -23% Adobe $ADBE -20% Bonesupport $BONEX.ST -53% Coloplast $COLO-B.CO -31% Deckers Outdoor $DECK -49% Factset Research $FDS -39% Inpost $INPST.AS -38% Novo Nordisk $NVO -39% Paycom $PAYC -21% Paypal $PYPL -30% Salesforce $CRM -20% Shift4 Payments $FOUR -37% SPS Commerce $SPSC -50% The Trade Desk $TTD -67% Wolters Kluwer $WKL.AS -45% In my latest article I explore what went wrong and whether they now represent compelling investment opportunities Find the article on the link 🔗 in my bio" [X Link](https://x.com/Quality_stocksA/status/2006675019967992081) 2026-01-01T10:33Z 37.2K followers, 57.9K engagements "What a performance from the chip equipment makers in [----]. Here is how theyve performed over the past week: ACM Research $ACMR 33.9% LAM Research $LRCX 27.0% ASM International $ASM 20.0% ASML $ASML 17.4% Applied Materials $AMAT 16.2% KLA Corporation $KLAC 14.9% BE Semiconductor $BESI 13.0% This move is being driven by expectations of renewed shortages across the semiconductor supply chain a familiar & cyclical pattern for anyone who has followed the sector over time Delivering a full years worth of performance in a single week is once again a reminder that caution is warranted" [X Link](https://x.com/Quality_stocksA/status/2009711231624433676) 2026-01-09T19:37Z 37.2K followers, 12.8K engagements "15 stocks with a net profit margin above 40% 💉 United Therapeutics $UTHR 40.1% 💰 Amundi $AMUN.PA 41.0% 🏭 TSMC $TSM 43.9% 💹 Adyen $ADYEN 44.9% 🚬 Altria $MO 45.3% 💳 Mastercard $MA 46.0% 🏭 Micron $MU 46.5% 🎰 Evolution $EVO 49.1% 🛡 Verisin $VRSN 51.3% 💰 Blackstone $BX 51.8% 💻 NVidia $NVDA 52.6% ⛴ GTT $GTT 53.9% 💉 Halozyme $HALO 54.5% 💳 Visa $V 54.7% 💰 KKR $KKR 63.4% https://twitter.com/i/web/status/2009721187035754732 https://twitter.com/i/web/status/2009721187035754732" [X Link](https://x.com/Quality_stocksA/status/2009721187035754732) 2026-01-09T20:17Z 37.2K followers, 63.7K engagements "⚠ Note to Wall Street analysts: the real value of B2B software is barely replaceable by AI 💡 Have you ever worked inside a company and seen how deeply embedded and complex its IT systems are These systems are mission-critical to day-to-day operations and switching costs are enormous 🤖 AI will not replace these software. It will enhance them. The real way to scale AI adoption in enterprises is by integrating it into existing platforms not by ripping and replacing core systems As a result we are likely to see the following dynamics: ✔ Major B2B software companies with high switching costs" [X Link](https://x.com/Quality_stocksA/status/2011543086632222996) 2026-01-14T20:56Z 37.2K followers, [----] engagements "Which portfolio do you prefer for [----] [--] Beaten down stocks Adobe $ADBE Lululemon $LULU Paypal $PYPL Unitedhealth $UNH Novo Nordisk $NVO [--] Full AI mode Microsoft $MSFT TSMC $TSM NVidia $NVDA ASML $ASML Lam Research $LRCX [--] Go defensive Waste Mgt $WM Am. Water Works $AWK Coca-Cola $KO Merck&Co $MRK Procter&Gamble $PG [--] Growth outside of AI Transmedics $TMDX Bonesupport $BONEX Mercadolibre $MELI Crowdstrike $CRWD Harrow $HROW https://twitter.com/i/web/status/2012567198259187744 https://twitter.com/i/web/status/2012567198259187744" [X Link](https://x.com/Quality_stocksA/status/2012567198259187744) 2026-01-17T16:46Z 37.2K followers, 52.7K engagements "💡 If market volatility is wearing you down turning to boring businesses can be a smart move 👇 Here are [--] boring business stocks worth knowing [--] American Water Works $AWK Regulated provider of essential water and wastewater services [----] growth 5.8% Net profit margin 22.8% PE 21.8x Dividend yield 2.4% [--] Cintas $CTAS Provider of uniforms facility services and workplace safety products [----] growth 8.3% Net profit margin 17.7% PE 40.1x Dividend yield 0.9% [--] Fastenal $FAST Distributor of industrial and construction supplies [----] growth 9.1% Net profit margin 15.6% PE 36.0x Dividend yield 2.0% 4" [X Link](https://x.com/Quality_stocksA/status/2013337452304351627) 2026-01-19T19:47Z 37.2K followers, [----] engagements "🔍 [--] stocks on my watchlist 🎯 Here are the price levels I am waiting to buy [--] Veeva $VEEV Target buy zone $175 dominant position in life-sciences software recurring revenue and high customer retention 📈 [----] growth 15.5% 💎 Net profit margin 28.2% 💰 [----] PE 41.9x [--] SAP $SAP Target buy zone [---] Global leader in enterprise software with ultra high switching cost 📈 [----] growth 15.5% 💎 Net profit margin 28.2% 💰 [----] PE 41.9x [--] Netwealth $NWL Target buy zone AU$18 Fast-growing wealth-management and fintech company with strong earnings growth 📈 [----] growth 19.4% 💎 Net profit margin 34.3% 💰" [X Link](https://x.com/Quality_stocksA/status/2014980556052660687) 2026-01-24T08:36Z 37.2K followers, 14.6K engagements "Thread over 🧵 Got a high-growth stock trading at a fair valuation Drop it below 👇" [X Link](https://x.com/Quality_stocksA/status/2015078152272241146) 2026-01-24T15:04Z 37.2K followers, [----] engagements "Earnings I will follow next week What about you ASML $ASML Microsoft $MSFT Unitedhealth $UNH Automatic Data Proc. $ADP Visa $V Waste Mgt $WM LVMH $MC Lam Research $LCRX Servicenow $NOW MSCI $MSCI SAP $SAP Fair Isaac $FICO KLA Corporation $KLAC Stryker $SYK https://twitter.com/i/web/status/2015537541710254190 https://twitter.com/i/web/status/2015537541710254190" [X Link](https://x.com/Quality_stocksA/status/2015537541710254190) 2026-01-25T21:29Z 37.2K followers, [----] engagements "Fair Isaac $FICO Q4 [--] results Revenue $512M Q4 [--] $440M +16.4% 🟢 Est. $502M beat 🟢 EPS $6.61 Q4 [--] $6.14 +7.7% 🟢 Est. $6.31 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2016625607572939103) 2026-01-28T21:33Z 37.2K followers, [----] engagements "On the other side some stocks are already big winners in [----]. The question is: can it last Sandisk $SNDK +142.7% AST Spacemobile $ASTS +53.1% Micron $MU +45.4% Western Digital $WDC +45.2% ASM International $ASM +37.1% Lam Research $LRCX +36.4% Cameco $CCO +34.0% ASML $ASML +31.9% Lockheed Martin $LMT +31.1% SAAB $SAAB +29.0% Kongsberg Gruppen $KOG +27.8% SLB $SLB 26.1% Intel $INTC +25.9% Applied Materials $AMAT +25.4% Texas Instruments $TXN +24.2% The market is up so far in [----] but this performance masks a wide dispersion across individual stocks 🧨 👇 Below are some of the biggest losers" [X Link](https://x.com/Quality_stocksA/status/2017634217681727830) 2026-01-31T16:20Z 37.2K followers, 13.6K engagements "Fair Isaac $FICO" [X Link](https://x.com/Quality_stocksA/status/2017958161999695924) 2026-02-01T13:48Z 37.2K followers, [---] engagements "The [--] European stocks for [----] according to BofA 🏨 ACS $ACS 💹 Adyen $ADYEN ✈ Airbus $AIR 🏭 ASML $ASML 💊 AstraZeneca $AZN 📦 DSV $DSV 🔥 Engie $ENGI 👓 EssilorLuxoticca $EL 🚆 Ferrovial $FER ⛏ Glencore $GLEN 👜 Hermes $RMS 🧴 L'Oreal $OR 📚 Relx $RELX 🧼 Rentokil $RTO ✈ Rolls Royce $RR 🔥 RWE $RWE 🏭 Saint-Gobain $SGO 💻 SAP $SAP 🏭 Siemens $SIE 🔥 Siemens Energy $ENR 💰 Societe Generale $GLE 🦷 Straumann $STMN 🛜 Telia $TELIA 🛢 TotalEnergies $TTE 💰 UBS $UBS https://twitter.com/i/web/status/2018385836761391239 https://twitter.com/i/web/status/2018385836761391239" [X Link](https://x.com/Quality_stocksA/status/2018385836761391239) 2026-02-02T18:07Z 37.2K followers, 38.7K engagements "Idexx $IDXX Q4 [--] results Revenue $1091M Q4 [--] $954M +14.3% 🟢 Est. $1072M beat 🟢 EPS $3.08 Q4 [--] $2.62 +17.6% 🟢 Est. $2.94 beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2018388003949838679) 2026-02-02T18:16Z 37.2K followers, [----] engagements "Evolution $EVO" [X Link](https://x.com/Quality_stocksA/status/2020069905836458147) 2026-02-07T09:39Z 37.2K followers, [---] engagements "Fortinet $FTNT" [X Link](https://x.com/Quality_stocksA/status/2020069910685385044) 2026-02-07T09:39Z 37.2K followers, [---] engagements "Next week I will be publishing [--] articles: [--] Stock of the Week: Fortinet $FTNT a light in the darkness [--] Portfolio update: Selling [--] Large-Caps to Fuel my Highest Conviction Ideas [--] The Two Acts of AI: Investing in the Infrastructure Arms Race vs. The End-User Reality Stay tuned so you don't miss these articles https://twitter.com/i/web/status/2020202055764173138 https://twitter.com/i/web/status/2020202055764173138" [X Link](https://x.com/Quality_stocksA/status/2020202055764173138) 2026-02-07T18:24Z 37.2K followers, [----] engagements "S&P Global $SPGI -8.9% 🔴 MSCI $MSCI -7.5% 🔴 Moody's $MCO -4.6% 🔴 S&P's lower-than-expected [----] profit guidance weighted on the whole sector S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴 https://t.co/85tzhKsGOT S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴 https://t.co/85tzhKsGOT" [X Link](https://x.com/Quality_stocksA/status/2021330070296494297) 2026-02-10T21:06Z 37.2K followers, [----] engagements "Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢" [X Link](https://x.com/Quality_stocksA/status/2021496160960352393) 2026-02-11T08:06Z 37.2K followers, [----] engagements "Norbit $NORBT Q4 [--] results Revenue 791M NOK Q4 [--] 556M NOK +42% 🟢 Est. 846M NOK miss 🔴 EPS [----] NOK Q4 [--] [----] NOK +23% 🟢 Est. [----] NOK miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2021498919730151774) 2026-02-11T08:17Z 37.2K followers, [----] engagements "Vertiv $VRT Q4 [--] results Revenue $2880M Q4 [--] $2346M +23% 🟢 Est. $2889M miss 🔴 EPS $1.14 Q4 [--] $0.38 +200% 🟢 Est. $1.16 miss 🔴" [X Link](https://x.com/Quality_stocksA/status/2021697308727943269) 2026-02-11T21:26Z 37.2K followers, [----] engagements "@invest_Moulin [---] ou [---] ahah" [X Link](https://x.com/Quality_stocksA/status/2021900678273356184) 2026-02-12T10:54Z 37.2K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Quality_stocksA Quality Stocks
Quality Stocks posts on X about stocks, $nvo, novo, asml the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +9.20%
- [--] Month [---------] +192%
- [--] Months [---------] -41%
- [--] Year [---------] -72%
Mentions: [--] #
- [--] Week [---] +14%
- [--] Month [---] +31%
- [--] Months [---] -23%
- [--] Year [-----] -71%
Followers: [------] #
- [--] Week [------] +0.27%
- [--] Month [------] +2.40%
- [--] Months [------] +4.80%
- [--] Year [------] +15%
CreatorRank: [-------] #
Social Influence
Social category influence finance 86.47% stocks 79.87% technology brands 56.11% cryptocurrencies 18.81% fashion brands 6.27% countries 5.28% automotive brands 5.28% luxury brands 4.95% financial services #961 currencies 2.64%
Social topic influence stocks #586, $nvo #192, novo 20.46%, asml #137, microsoft #1319, $asml #67, $msft #192, $nvda #1966, $googl 11.22%, growth #2830
Top accounts mentioned or mentioned by @joinyellowbrick @mttrading_off @xopyc6 @fuckthedip @fluentinquality @pele71259890 @curatedbyjay @vulcanmk5 @boersenwunder @danishinvestor @julientechinvst @pandafacepanda @div_croissant @gclantin @saviomelo10 @floflo_2025 @zedwig @yeung69420 @david_slr_43 @t_eebzzz
Top assets mentioned Novo-Nordisk (NVO) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Evotec SE (EVO) Mastercard, Inc. (MA) Merit Circle (MC) PayPal Holdings Inc (PYPL) Fortinet Inc (FTNT) Adobe, Inc. (ADBE) MercadoLibre Inc (MELI) SAP SE (SAP) ServiceNow Inc (NOW) Msci Inc (MSCI) Now Coin (NOW) Metadium (META) Fair Isaac, Corp. (FICO) Taiwan Semiconductor (TSM) Waste Management, Inc. (WM) Ferrari N.V. (RACE) Adappter Token (ADP) Coca-Cola Co (KO) Lululemon Athletica Inc (LULU) Eli Lilly and Company (LLY) McDonald's Corp (MCD) Palantir Technologies Inc. (PLTR) Lam Research Corporation (LRCX) Zoetis Inc (ZTS) Applied Materials, Inc. (AMAT) UnitedHealth Group (UNH) S&P Global Inc (SPGI) CME Group Inc (CME) Osisko Gold Royalties Ltd (OR) Shift4 Payments, Inc. (FOUR) Broadcom, Inc. (AVGO) Halozyme Therapeutics, Inc. (HALO) Nu Holdings Ltd. (NU) NuCypher (NU) Crowdstrike Holdings Inc (CRWD) Uber Technologies, Inc. (UBER) AppLovin Corporation (APP) Amazon.com, Inc. (AMZN) Suncor Energy, Inc. (SU) Arista Networks Inc (ANET) Qualys, Inc. Common Stock (QLYS) Accenture (ACN) 4 (FOUR) TransMedics Group, Inc. Common Stock (TMDX) Apple, Inc. (AAPL) PepsiCo, Inc. (PEP) Procter & Gamble (PG) Deckers Outdoor, Corp. (DECK) KLA Corp (KLAC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Automatic Data Processing $ADP Q4 [--] results Revenue $5.4B Q4 [--] $5.0B +6% 🟢 Est $5.3B beat 🟢 EPS $2.62 Q4 [--] $2.35 +11% 🟢 Est. $2.59 beat 🟢"
X Link 2026-01-28T21:20Z 37.2K followers, [----] engagements
"So the market decided to destroy the professional data sector Thomson Reuters $TRI -15.8% Wolters Kluwer $WKL -12.7% Relx $RELX -14.3%"
X Link 2026-02-03T21:08Z 37.2K followers, 20.2K engagements
"Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢"
X Link 2026-02-05T21:18Z 37.2K followers, [----] engagements
"12 Quality Stocks with a PEG under [--] Sorted by PEG 🔽 Halozyme $HALO 0.4x DLocal $DLO 0.4x Sportradar $SRAD 0.4x Diaceutics $DXRX 0.4x Bonesupport $BONEX 0.5x NVidia $NVDA 0.6x Tasmea $TEA 0.6x TSMC $TSM 0.6x Eli Lilly $LLY 0.7x Broadcom $AVGO 0.7x Harrow $HROW 0.7x Shoper $SHO 0.8x https://twitter.com/i/web/status/2020063827941896289 https://twitter.com/i/web/status/2020063827941896289"
X Link 2026-02-07T09:15Z 37.2K followers, 20.7K engagements
"Recommendation changes after Fortinet $FTNT earnings Bernstein. Hold. $76 $83 JP Morgan. Sell. $72 $73 Rosenblatt. Buy. $100 $105 Deutsche Bank. Hold. $75 $85 Susquehanna. Hold. $80 $90 BMO Capital. Hold. $90 $95 RBC. Hold. $85 $90 Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢 https://t.co/lEnKM1kWAu Fortinet $FTNT Q4 [--] results Revenue $1905M Q4 [--] $1660M +15% 🟢 Est. $1861M beat 🟢 EPS $0.68 Q4 [--] $0.68 +0% 🟠 Est. $0.64 beat 🟢 https://t.co/lEnKM1kWAu"
X Link 2026-02-09T15:55Z 37.2K followers, [----] engagements
"McDonald's $MCD Q4 [--] results Revenue $7009M Q4 [--] $6388M +10% 🟢 Est. $6838M beat 🟢 EPS $3.03 Q4 [--] $2.80 +8% 🟢 Est. $3.04 miss 🔴"
X Link 2026-02-11T21:11Z 37.2K followers, [----] engagements
"Adyen $ADYEN reported 17% revenue growth (21% in CC) to 1270M (est. 1290M) for H1 [--] EBITDA is up 23% YoY FY26 revenue growth guidance 20% to 22% in CC"
X Link 2026-02-12T10:14Z 37.2K followers, 11.9K engagements
"🔎 Sector analysis: medical device 🧪🔬 Interesting sector. A lot of different company types (margin revenue margin cycle) The top [--] for this rating system Agilent $A 6.7/10 Johson&Johnson $JNJ 6.3/10 Edwards Lifescience $EW 6.2/10 Coloplast $COLO 6.2/10 Thermofisher $TMO 6.1/10 Abbott $ABT 6.0/10 Biomerieux $BIM 6.0/10 Intuitive Surgical $ISRG 6.0/10 Waters $WAT 5.8/10 Align $ALGN 5.6/10 💰 Usually in this sector high quality means high valuation. Therefore it is hard to get a score above [---]. This is the case for instance for $ISRG having a [---] quality score and a [---] valuation score (even"
X Link 2023-10-21T09:33Z 37.2K followers, 13.9K engagements
"Here are the [--] top underpriced stock picks of Morningstar for Q2 [----] What do you think of this list 📸 Adobe $ADBE ⛏ Albemarle $ALB 🛢 APA $APA 💻 Cognizant $CTSH 📺 Comcast $CMCSA 📻 Crown Castle $CCI ⚗ Dow $DOW 🛢 Duke Energy $DUK 🔌 Entergy $ETR 🏠 Federal Realty $FRT ⚗ FMC $FMC 👚 Hanesbrand $HBI 🔬 Illumina $ILMN 🌭 Kraft Heinz $KHC 💰 MarketAxess $MKTX 🧪 Moderna $MRNA 🛢 Nisource $NI 💰 Paypal $PYPL 🏘 Realty Income $O 🛢 Schlumberger $SLB 📦 Sealed Air $SEE 📜 Stericycle $SRCL 🏭 ST Microelectronics $STM 🛢 TC Energy $TRP 🥫 Tyson Foods $TSN 👟 Under Armour $UA 💰 US Bancorp $USB 👕"
X Link 2024-04-08T18:31Z 37.2K followers, 72.9K engagements
"What would be your [--] stocks to buy outside of US (Regardless valuation) I begin ASML $ASML Novo Nordisk $NVO LVMH $MC Hermes $RMS Adyen $ADYEN"
X Link 2024-04-10T21:15Z 37.2K followers, 63.6K engagements
"🚂 Railway sector one pager 📈 The railway sector is expected to grow between [--] and 6% a year in the next years 🔍 Some stocks to watch in the sector Alstom $ALO ⚠ current issues Canadian Nat. Railway $CNR Canadian Pacific $CP Union Pacific $UNP Ind. Railway Finance $IRFC CSX $CSX Jupiter Wagons $JWL Knorr Bremse $KBX [--] main elements to watch [--] Infrastructure investment as a growth driver [--] Interest rate as this is a capital-intensive sector [--] ESG constraints being a growth driver No specific ETF for railways but here are [--] ETFs with a lot of railway companies in it $INFR iShares Global"
X Link 2024-04-14T13:50Z 37.2K followers, 14K engagements
"🎉 One Pager Special Week: Australia Day [--] - Pro Medicus $PME 🏆 Score 6.8/10 🎯 My fair price estimation is around AU$100 🐂 Bull case - Ultra high quality metrics: 24% expected revenue CAGR 50% ROE 48% ROIC 50% net profit margin - Improving metrics - Huge market to conquer - Strong balance sheet 🐻 Bear case - What is this price - Risk of growth slowdown - The price maybe https://twitter.com/i/web/status/1839670134576660568 https://twitter.com/i/web/status/1839670134576660568"
X Link 2024-09-27T14:15Z 37.2K followers, [----] engagements
"🎉 It's One Pager Thursday A summary of the published one pagers this week Special theme: Australia Next week's theme will be Belgium This week the companies were Technology One $TNE Energy One $EOL Pro Medicus $PME Wisetech $WTC Netwealth $NWL GQG $GQG 👇 [--] exemples here the others are on the link in my bio https://twitter.com/i/web/status/1841807573692854422 https://twitter.com/i/web/status/1841807573692854422"
X Link 2024-10-03T11:48Z 37.2K followers, [----] engagements
"Marketaxess $MKTX Q3 [--] results Revenue $207M Q3 [--] $172M +20% 🟢 Est. $207 reached 🟠 EPS $1.90 Q3 [--] $1.46 +30% 🟢 Est. $1.85 beat 🟢"
X Link 2024-11-06T12:52Z 37.1K followers, [----] engagements
"Which 7-stock portfolio do you prefer [--] INTERNATIONALLY DIVERSIFIED Adyen $ADYEN Novo Nordisk $NVO Mercadolibre $MELI Nu Holdings $NU ASML $ASML Hermes $RMS TSMC $TSM [--] DIVIDEND DEFENSIVE Waste Mgt $WM Pepsico $PEP RELX $RELX CME $CME ADP $ADP Coca-Cola $KO Procter&Gamble $PG [--] CONTRARIAN BETS Alibaba $BABA Evolution $EVO Applied Materials $AMAT PDD $PDD Merck&Co $MRK Transmedics $TMDX Genmab $GMAB [--] FAST-GROWING SMALL CAPS Harrow $HROW Paxman $PAX Senzime $SEZI Pro Medicus $PME Aspen Aerogels $ASPN Shift4 Payments $FOUR MDA Space $MDA https://twitter.com/i/web/status/1880979769220579812"
X Link 2025-01-19T14:04Z 37.2K followers, 38.9K engagements
"L'Oral $OR delivered a solid Q1 performance posting growth across all regions except North America. Notably North Asia stood out with an impressive 7% increase"
X Link 2025-04-18T06:23Z 37.2K followers, 11.7K engagements
"🤑 [--] Cash-Rich Stocks 💰 Measured by Years of EBITDA Which ones are your favorites Monday $MNDY 10.9x MongoDB $MDB 10.7x Dassault Aviation $DSY 10.5x Gitlab $GTLB 5.5x Veeva $VEEV 4.5x Argenx $ARGX 3.9x Crowdstrike $CRWD 3.9x Palantir $PLTR 3.8x Shopify $SHOP 3.6x Techniprobe $TPRO 3.5x Coupang $CPNG 3.4x Reddit $RDDT 3.3x Baidu $BIDU 3.3x Okta $OKTA 3.3x Genmab $GMAB 3.1x Cyberark $CYBR 3.1x Spotify $SPOT 3.0x Check Point $CHKP 2.5x Sea Limited $SE 2.4x Paymentus $PAY 2.2x Synopsys $SNPS 2.1x Servicenow $NOW 2.0x Qualys $QLYS 2.0x The Trade Desk $TTD 1.7x Hermes $RMS 1.6x Alphabet $GOOGL"
X Link 2025-06-01T11:49Z 37.2K followers, 18.1K engagements
"🔍 It is a big earnings week 📅 Here is what I am watching. What is on your radar Coca-Cola $KO Lockheed Martin $LMT SAP $SAP LVMH $MC MSCI $MSCI Thermo Fisher $TMO Tesla $TSLA Alphabet $GOOGL Servicenow $NOW Deckers Outdoor $DECK AJ Bell $AJB"
X Link 2025-07-20T16:09Z 37.2K followers, 11.3K engagements
"Deutsche Bank updated its rating for several semiconductor stocks ASML $ASML. Buy [---] [---] Lam Research $LRCX. Hold Buy. $100 $150 KLA Corp $KLAC. Hold. $930 $1070"
X Link 2025-09-30T14:36Z 37.2K followers, [----] engagements
"Here are [--] stocks that performed poorly in [----] Which of these could present good buying opportunities Fiserv $FI -67.5% Freshpet $FRPT -66.8% Orsted $ORSTED -64.5% Deckers Outdoor $DECK -59.9% The Trade Desk $TTD -57.2% Enphase $ENPH -55.6% Lululemon $LULU -55.4% SPS Commerce $SPSC -55.3% Soitec $SOI -53.0% Novo Nordisk $NVO -48.8% Gartner $IT -48.8% Chipotle $CMG -47.4% Factset Research $FDS -44.4% Bonesupport $BONEX -43.6% https://twitter.com/i/web/status/1985292825722753421 https://twitter.com/i/web/status/1985292825722753421"
X Link 2025-11-03T10:27Z 37.2K followers, 76.3K engagements
"📈 Which of these portfolios do you expect to perform best over the next [--] months PORTFOLIO [--] - Tech-heavy 🤖 Alphabet $GOOGL NVidia $NVDA Microsoft $MSFT SAP $SAP Uber $UBER Servicenow $NOW PORTFOLIO [--] - Recovery 🩹 Gartner $IT Lululemon $LULU Fiserv $FISV Deckers Outdoor $DECK The Trade Desk $TTD Novo Nordisk $NVO PORTFOLIO [--] - Defensive 🛡 Waste Management $WM Zoetis $ZTS Am. Water Works $AWK Service Corp $SCI Merck&Co $MRK Unitedhealth $UNH https://twitter.com/i/web/status/1995505621500571976 https://twitter.com/i/web/status/1995505621500571976"
X Link 2025-12-01T14:49Z 37.2K followers, 22.9K engagements
"Looks like the market is validating some of my [----] top picks A few examples from todays performance 👇 Inpost $INPST.AS +11.4% Mercadolibre $MELI +9.8% DLocal $DLO +5.1% Novo Nordisk $NVO +5.0% Find all the picks in the article below Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on"
X Link 2026-01-05T18:11Z 37.2K followers, 11.7K engagements
"The energy sector is surging amid developments in Venezuela driven by expectations of investment in the countrys oil sector Schlumberger $SLB +10.0% Valero Energy $VLO +9.9% Phillips [--] $PSX +7.3% Marathon Petroleum $MPC +6.3% Chevron $CVX +5.3%"
X Link 2026-01-05T20:31Z 37.2K followers, [----] engagements
"Parcel locker firm InPost $INPST.AS are up 16% 🟢 The company said it received an indicative takeover proposal for all its shares. No buyer named and no guarantee of a deal"
X Link 2026-01-06T09:17Z 37.2K followers, [----] engagements
"InPost $INPST.AS is up 40% since this post If you think that is luck 🍀 take a look at the other [--] picks Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification"
X Link 2026-01-07T08:03Z 37.2K followers, [----] engagements
"Discover Nemetschek $NEM.DE a leading German software company and explore the full analysis in the article available on the link 🔗 in my bio"
X Link 2026-01-08T12:30Z 37.2K followers, [----] engagements
"🛡 Cybersecurity was not a dominant theme in [----]. However it remains a long-term secular growth story with powerful structural tailwinds 👇 Below are leading cybersecurity stocks and their expected revenue growth for [----] ZScaler $ZS 23.3% Crowdstrike $CRWD 21.4% Cyberark $CYBR 18.9% Palo Alto Networks $PANW 14.2% Okta $OKTA 11.4% Fortinet $FTNT 11.2% Qualys $QLYS 7.6% Check Point Software $CHKP 6.1% Akamai $AKAM 5.3% Verisign $VRSN 3.8% F5 $FFIV 1.8% Rapid7 $RPD 1.5% https://twitter.com/i/web/status/2009591671474844058 https://twitter.com/i/web/status/2009591671474844058"
X Link 2026-01-09T11:42Z 37.2K followers, [----] engagements
"Love growth stocks These [--] names are expected to deliver 25%+ revenue growth in [----] Axon $AXON 25.5% Halozyme $HALO 25.8% Mercadolibre $MELI 29.2% Promedicus $PME 30.2% DLocal $DLO 31.0% AMD $AMD 31.4% Life360 $360 33.1% Bonesupport $BONEX 35.4% Boradcom $AVGO 36.3% Tasmea $TEA 37.5% Argenx $ARGX 38.0% Kraken Robotics $PNG 41.8% Palantir $PLTR 42.2% Harrow $HROW 43.4% NVidia $NVDA 50.3% Cadeler $CDLR 59.3% Senzime $SEZI 80.2% Smarteye $SEYE 90.5% https://twitter.com/i/web/status/2010344503513653497 https://twitter.com/i/web/status/2010344503513653497"
X Link 2026-01-11T13:34Z 37.2K followers, 22.6K engagements
"📅 At the beginning of [----] LAM Research $LRCX was trading at around [--] PE. By April [----] that multiple had compressed to below [--] 📈 Today the stock trades at around [--] P/E What changed ✔ Yes EPS expectations improved: [----] EPS estimates are now roughly 28% higher than they were a year ago. That explains part of the re-rating but not all of it ✔ What really changed is the market narrative and consensus. Narrative can be far more powerful than fundamentals in the short term 💡 Over the long term however fundamentals tend to prevail and valuations usually revert toward a more balanced state ⚠"
X Link 2026-01-12T09:36Z 37.2K followers, [----] engagements
"Alphabet $GOOGL has reached a $4T market cap. The narrative has shifted dramatically Which stocks are currently trapped in a negative narrative spiral but are likely to emerge as winners"
X Link 2026-01-12T20:22Z 37.2K followers, 11.8K engagements
"@Mr_Moativator Ahah like this list. You can add Paypal Dassault Systemes Shift4 Payments :)"
X Link 2026-01-12T20:44Z 37.2K followers, [---] engagements
"If you like Novo Nordisks $NVO 15% rebound since the start of the year these stocks offer similar setups: ✔ Solid fundamentals ✔ Weak recent performance ✔ Potential upside if the narrative shifts Adobe $ADBE Dassault Systemes $DSY Deckers Outdoor $DECK Factset Research $FDS GQG $GQG Hims & Hers $HIMS 💰 Oddity $ODD Paypal $PYPL SAP $SAP 💰 Servicenow $NOW 💰 Shift4 Payments $FOUR Sportradar $SRAD 💰 The Trade Desk $TTD 💰 Wolters Kluwer $WKL With a 💰 = still expensive Bonesupport $BONEX Inpost $INPST could have been on this list but they have already bounced back"
X Link 2026-01-14T19:03Z 37.2K followers, 28.8K engagements
"💻 The software sector has been hit hard in [----] with the downturn accelerating. Is an opportunity emerging 👇 Below are the YTD performances of selected software stocks Atlassian $TEAM -27% Hubspot $HUBS -22% Servicenow $NOW -17% Applovin $APP -16% Adobe $ADBE -15% Monday $MNDY -14% Datadog $DDOG -12% Autodesk $ADSK -10% Paycom $PAYC -7% SAP $SAP -3% Crowdstrike $CRWD -3% https://twitter.com/i/web/status/2012482272033735082 https://twitter.com/i/web/status/2012482272033735082"
X Link 2026-01-17T11:08Z 37.2K followers, [----] engagements
"Here are the earnings I will follow next week What about you 3M $MMM LVMH $MC Fastenal $FAST Netflix $NFLX Interactive Brokers $IBKR EQT $EQT Johnson&Johnson $JNJ Procter&Gamble $PG Abbott $ABT ACM Research $ACMR Intel $INTC Intuitive Surgical $ISRG https://twitter.com/i/web/status/2012932674541834683 https://twitter.com/i/web/status/2012932674541834683"
X Link 2026-01-18T16:58Z 37.2K followers, [----] engagements
"📈 A wave of euphoria has lifted certain stocks at the start of the year 👇 Several names are already showing gains of 20% or more YTD Lockheed Martin $LMT +20.4% Schlumberger $SLB +21.8% Rheinmetall $RHM +21.8% Novo Nordisk $NVO +22.5% Diaceutics $DXRX +25.0% Kraken Robotics $PNG +25.3% ASML $ASML +26.7% Micron $MU +27.1% Applied Materials $AMAT +27.2% Intel $INTC +27.3% Western Digital $WDC +28.5% KLA Corporation $KLAC +29.0% Lam Research $LRCX +30.2% Inpost $INPST +30.4% MDA Space $MDA +36.2% Camtek $CAMT +37.2% Rocket Lab $RKLB +38.0% Moderna $MRNA +41.8% AST Spacemobile $ASTS +59.4%"
X Link 2026-01-18T17:35Z 37.2K followers, 20.1K engagements
"🏆 Stock of the Week: Taiwan Semiconductor $TSM In the one-pager you will find the assessment using the Quality Stock Investment Framework: ✔ All the key metrics you need to know ✔ Growth quality and valuation scores ✔ Fair value and total shareholder return (TSR) estimates ✔ My buy zones ✔ The overall investment verdict Last week the company reported exceptional earnings. Discover my full analysis in the article available via the link in my bio 🔗 https://twitter.com/i/web/status/2013602916616044807 https://twitter.com/i/web/status/2013602916616044807"
X Link 2026-01-20T13:22Z 37.2K followers, [----] engagements
"Fastenal $FAST Q4 [--] results Revenue $2027M Q4 [--] $1824M +11.1% 🟢 Est. $2042M miss 🔴 EPS $0.26 Q4 [--] $0.23 +12.1% 🟢 Est. $0.26 In Line 🟠"
X Link 2026-01-20T18:31Z 37.2K followers, [----] engagements
"Fastenal $FAST like other boring businesses with excellent execution (such as Rollins $ROL or Cintas $CTAS) faces a major challenge: valuation The stock is expensive with the [----] expected PE above 35x I like boring businesses. I like the combination of high-quality operations strong capital efficiency steady and predictable growth and end markets with defensive characteristics But even great businesses can be poor investments at the wrong price. and in the end valuation always matters Fastenal $FAST Q4 [--] results Revenue $2027M Q4 [--] $1824M +11.1% 🟢 Est. $2042M miss 🔴 EPS $0.26 Q4 [--] $0.23"
X Link 2026-01-20T19:17Z 37.2K followers, [----] engagements
"Here are [--] stocks that meet the following screening criteria: 📈 Revenue growth (next years) 10% 🏆 Net profit margin 10% 💎 ROIC 15% 💰 PE [--] 💻 Alphabet $GOOGL 📦 Amazon $AMZN 💳 DLocal $DLO 💉 Halozyme $HALO 💳 Mastercard $MA 🩺 Medistim $MEDI 🏭 Micron $MU 📸 Meta $META 🌊 Norbit $NORBT 🏭 Taiwan Semiconductor $TSM 📱 Uber $UBER 💳 Visa $V https://twitter.com/i/web/status/2013970430944559572 https://twitter.com/i/web/status/2013970430944559572"
X Link 2026-01-21T13:42Z 37.2K followers, 31.2K engagements
"💰 [--] stocks trading at low [----] PE multiples despite decent growth 💎 What other opportunities do you see Paypal $PYPL Market cap $52B [----] growth 5.6% [----] PE 10.0x Adobe $ADBE Market cap $121B [----] growth 9.5% [----] PE 16.1x Paycom $PAYC Market cap $8B [----] growth 8.7% [----] PE 18.0x https://twitter.com/i/web/status/2014286045672591711 https://twitter.com/i/web/status/2014286045672591711"
X Link 2026-01-22T10:36Z 37.2K followers, 13.9K engagements
"Stock analysis: Rollins $ROL Great business but huge valuation. Discover the stock in the article available on the link in my bio"
X Link 2026-01-22T19:23Z 37.2K followers, [----] engagements
"28 companies with strong cash positions Crowdstrike $CRWD $4.3B Mercadolibre $MELI $4.3B SAP $SAP $4.5B Intuitive Surgical $ISRG $5.0B Salesforce $CRM $5.2B Accenture $ACN $6.0B Palo Alto $PANW $6.3B Veeva $VEEV $6.6B Palantir $PLTR $7.1B Spotify $SPOT $7.1B Servicenow $NOW $7.4B Sea Ltd $SE $7.6B ASML $ASM $7.9B Vertex $VRTX $9.8B Arista $ANET $10B AirBNB $ABNB $11B Dassault Aviation $AM $11B Inditex $ITX $11B Hermes $RMS $14B Airbus $AIR $15B Alibaba $BABA $26B Meta $META $37B Apple $AAPL $41B PDD $PDD $50B Microsoft $MSFT $62B Amazon $AMZN $62B NVidia $NVDA $70B Alphabet $GOOGL $73B"
X Link 2026-01-22T19:46Z 37.2K followers, 46.9K engagements
"1 Halozyme $HALO Halozyme is a biotech company that generates high-margin recurring revenue by licensing its drug-delivery technology to major pharmaceutical partners Country [----] growth 25.8% [----] PE 9.1x PEG 0.2x"
X Link 2026-01-24T15:04Z 37.1K followers, [----] engagements
"2 Cadeler $CDLR Cadeler is a specialized offshore wind installation company benefiting from long-term growth in global renewable energy infrastructure Country [----] growth 56.8% [----] PE 5.2x PEG 0.9x"
X Link 2026-01-24T15:04Z 37.1K followers, [----] engagements
"3 Tasmea $TEA Tasmea is an infrastructure services company with recurring maintenance revenue and exposure to long-term urban and utilities investment Country [----] growth 75.9% [----] PE 15.2x PEG 0.6x"
X Link 2026-01-24T15:04Z 37.2K followers, [----] engagements
"4 DLocal $DLO DLocal is a fintech company enabling global merchants to accept payments in high-growth emerging markets through local payment methods Country [----] growth 31.4% [----] PE 16.6x PEG 0.5x"
X Link 2026-01-24T15:04Z 37.2K followers, [----] engagements
"There are [--] types of moats 🏰 👇 Here are examples of stocks for each moat [--] Intangible Assets (brands patents licenses) McDonald's $MCD Coca-Cola $KO LVMH $MC NVidia $NVDA Novo Nordisk $NVO [--] Switching Costs (deeply embedded products) Adobe $ADBE SAP $SAP Salesforce $CRM Servicenow $NOW Intuit $INTU [--] Network Effects (value grows with users) Meta $META Visa $V Mastercard $MA AirBNB $ABNB Uber $UBER [--] Cost Advantage (structurally cheaper than peers) Amazon $AMZN Costco $COST Ryanair $RYA Walmart $WMT TSMC $TSM [--] Efficient Scale (markets dont support many players) Union Pacific $UNP Canadian"
X Link 2026-01-26T08:24Z 37.2K followers, 46.2K engagements
"For those looking at GameStop $GME here is a snapshot of its historical revenue and profitability What stands out: ☑ From [----] to [----] revenue has fallen by nearly threefold 📉 ☑ Operating margins have essentially disappeared Between [----] and [----] shares outstanding increased by roughly 70% reflecting massive dilution ⚠ Yes the cash position looks large relative to the current market cap but that is largely the result of shareholders being heavily diluted At this point you either: ➡Take a straightforward fundamental view and decide to stay away ➡ Choose the risk-taker route: buy into a"
X Link 2026-01-26T18:19Z 37.1K followers, 10.5K engagements
"Unitedhealth $UNH Q4 [--] results Awful results and weak guidance Revenue $113.2B Q4 [--] $100.8B +12% 🟢 Est. $113.7B miss 🔴 EPS $0.01 Q4 [--] $5.98 -99% 🔴 Est $1.73 miss 🔴"
X Link 2026-01-27T15:17Z 37.1K followers, [----] engagements
"🏆 Stock of the Week: Intel $INTC Intel screens as HIGHLY UNATTRACTIVE 🔴🔴 under the Quality Stocks Investment Framework The recent share price rally has not been supported by fundamentals creating an unfavorable risk-reward profile especially for investors who dont rely solely on narrative-driven these 👉 Full analysis available via the link in my bio https://twitter.com/i/web/status/2016173244307361995 https://twitter.com/i/web/status/2016173244307361995"
X Link 2026-01-27T15:35Z 37.1K followers, [----] engagements
"ASML $ASML Q4 [--] results Net booking above expectations Revenue 9.7B Q4 [--] 9.3B +4.9% 🟢 Est. 9.6B beat 🟢 EPS [----] Q4 [--] [----] +7.5% 🟢 Est. [----] miss 🔴"
X Link 2026-01-28T08:27Z 37.1K followers, [----] engagements
"🚀 ASML $ASML is a phenomenal company but valuation matters ⚠ At todays price even if everything goes right expected returns are only 5% a year through [----] (assuming 10.7% revenue growth in line with management expectations) TSR breakdown: 📈 Growth: +10.7% 💰 Margin expansion: +2.5% 📉 Multiple contraction: 9.7% (toward a PE of 30x still expensive) 💵 Dividend: +0.7% 🔁 Buybacks: +0.7% 🐂 I was bullish around [---] when valuation was reasonable and projected TSR was around. 15% a year using the same hypotheses 🔍 Same business. Very different entry point 💡 Exceptional company good buy at any"
X Link 2026-01-28T09:22Z 37.2K followers, 26.4K engagements
"📊 The 20% Growth Club 📊 🔍 I filtered for stocks with 20% revenue growth for the next [--] years 👇 Here are [--] of them by [----] - [----] CAGR Adyen $ADYEN 21.0% Vertiv $VRT 21.7% Polynovo $PNV 21.8% Oddity $ODD 21.8% Crowdstrike $CRWD 21.8% Shift4 Payments $FOUR 22.4% Tobbi Dynavox $DYVOX 22.4% Diaceutics $DXRX 22.6% Halozyme $HALO 22.9% Arista Networks $ANET 23.2% Clinuvel $CUV 24.4% Transmedics $TMDX 24.5% On Holding $ONON 24.6% Snowflake $SNOW 25.2% Paymentus $PAY 25.7% Eli Lilly $LLY 26.0% Taiwan Semiconductor $TSM 27.0% Applovin $APP 28.4% Mercadolibre $MELI 29.4% Dlocal $DLO 32.1% Micron"
X Link 2026-01-28T19:40Z 37.2K followers, 15.6K engagements
"Microsoft $MSFT Q4 [--] results Revenue $81.3B Q4 [--] $69.6B +17% 🟢 Est. $80.3B beat 🟢 EPS $5.16 Q4 [--] $3.23 +60% 🟢 Est. $3.85 beat 🟢"
X Link 2026-01-28T21:10Z 37.1K followers, 10.6K engagements
"Lam Research $LRCX Q4 [--] results Revenue $5345M Q4 [--] $4376M +22% 🟢 Est. $5239M beat 🟢 EPS $1.26 Q4 [--] $0.92 +37% 🟢 Est. $1.16 beat 🟢"
X Link 2026-01-28T21:48Z 37.2K followers, [----] engagements
"Servicenow $NOW Q4 [--] results Revenue $3568M Q4 [--] $2957M +21% 🟢 Est. $3529M beat 🟢 EPS $0.38 Q4 [--] $0.37 +3% 🟢 Est. $0.41 miss 🔴"
X Link 2026-01-28T22:04Z 37.2K followers, [----] engagements
"Waste Management $WM Q4 [--] results Revenue $6313M Q4 [--] $5893M +7.1% 🟢 Est. $6387M miss 🔴 EPS $1.83 Q4 [--] $1.48 +23.6% 🟢 Est. $1.93 miss 🔴"
X Link 2026-01-28T22:19Z 37.2K followers, [----] engagements
"SAP $SAP Q4 [--] results Revenue 9684M Q4 [--] 9377M +3% 🟢 Est. 9756M miss 🔴 EPS [----] Q4 [--] [----] +15% 🟢 Est. [----] beat 🟢"
X Link 2026-01-29T08:50Z 37.2K followers, [----] engagements
"Stock analysis: Adobe $ADBE too cheap to ignore 👇 Here is the one-pager 🎯 The strongest buy zone sits around $200 which would imply an exceptionally low valuation for a company of Adobes quality but who knows 📚 Read my full analysis in the complete article (link in bio) https://twitter.com/i/web/status/2017199373885509706 https://twitter.com/i/web/status/2017199373885509706"
X Link 2026-01-30T11:33Z 37.2K followers, [----] engagements
"I have been a shareholder of Microsoft $MSFT for years But no right now is not a big opportunity to buy. $350 is the next big buy zone. Now is just a consolidation So if you are in a hurry and you want to open a position why not If you simply want to reinforce your existing position be patient and wait for a better opportunity https://twitter.com/i/web/status/2017255463251771748 https://twitter.com/i/web/status/2017255463251771748"
X Link 2026-01-30T15:15Z 37.2K followers, 50.6K engagements
"Silver and Golds recent moves offer [--] vital lessons for every investor [--] "This time is different" remains one of the most dangerous mental traps [--] Parabolic moves are a game of musical chairs. Risk grows with the curve [--] Unanimous bullishness means there is no one left to buy. The top is near Don't ignore the signs 📉 https://twitter.com/i/web/status/2017577014698389655 https://twitter.com/i/web/status/2017577014698389655"
X Link 2026-01-31T12:33Z 37.2K followers, [----] engagements
"The market is up so far in [----] but this performance masks a wide dispersion across individual stocks 🧨 👇 Below are some of the biggest losers among companies with market capitalizations above $20B Applovin $APP -29.8% Atlassian $TEAM -28.8% Intuit $INTU -24.7% Constellation Software $CSU -23.9% Humana $HUM -23.8% Servicenow $NOW -23.6% Reddit $RDDT -21.6% Salesforce $CRM -19.9% Shopify $SHOP -18.5% Workday $WDAY -18.2% SAP $SAP -18.1% Palantir $PLTR -17.5% Thomson Reuters $TRI -16.9% Adobe $ADBE -16.2% Lululemon $LULU -16.0% Oracle $ORCL -15.6% LVMH $MC -15.2% Relx $RELX -14.6% Autodesk"
X Link 2026-01-31T16:12Z 37.2K followers, 25.5K engagements
"@VulcanMK5 I would say Wolters Kluwer SAP and Microsoft (quick analysis)"
X Link 2026-01-31T16:16Z 37.2K followers, [---] engagements
"Volatility is coming 🎢 Next week I am watching earnings for The Big Questions: [--] Can $AMZN & $GOOGL justify the massive AI Capex Will AWS resist competition [--] Is $EVO's Asia struggle finally over What about the US [--] Will $PYPL hold its critical support level Will diversification begin to be visible [--] Does $NVO guidance keep the hype alive for [----] Watching: $UBER $FTNT $BETS $IDXX $QLYS $COLO Who else is on your radar 🔎 https://twitter.com/i/web/status/2017896352563204587 https://twitter.com/i/web/status/2017896352563204587"
X Link 2026-02-01T09:42Z 37.2K followers, [----] engagements
"Next week I will be publishing [--] articles: [--] Stock of the Week ASML $ASML. What are the catalysts for the next years Is the stock too expensive [--] My analysis of Microsoft $MSFT last earnings and the market reaction [--] I will share a small-cap I have recently discovered why 70% recurring revenue 80% gross margin 30% ROIC defensive business model 20% growth in [----] and a PE more than reasonable Stay tuned https://twitter.com/i/web/status/2017950760814735489 https://twitter.com/i/web/status/2017950760814735489"
X Link 2026-02-01T13:18Z 37.2K followers, [----] engagements
"Here is a thread 🧵 with all the earnings I followed this week We begin with Unitedhealth $UNH"
X Link 2026-02-01T13:48Z 37.2K followers, [----] engagements
"Servicenow $NOW"
X Link 2026-02-01T13:48Z 37.2K followers, [---] engagements
"Lam Research $LRCX"
X Link 2026-02-01T13:48Z 37.2K followers, [---] engagements
"Tesla $TSLA"
X Link 2026-02-01T13:48Z 37.2K followers, [---] engagements
"Disney $DIS Q4 [--] results Revenue $26.0B Q4 [--] $24.7B +5% 🟢 Est. $25.6B beat 🟢 EPS $1.34 Q4 [--] $1.40 -4% 🔴 Est. $1.36 miss 🔴"
X Link 2026-02-02T18:26Z 37.2K followers, [----] engagements
"@Boersenwunder Like $ODD right now Can't wait for the earnings report and outlook"
X Link 2026-02-03T08:54Z 37.2K followers, [---] engagements
"The main issue with Paypal $PYPL the guidance Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢 https://t.co/LFBfhFgKUN Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢 https://t.co/LFBfhFgKUN"
X Link 2026-02-03T12:34Z 37.2K followers, 14.5K engagements
"The stock of the week is ASML $ASML Find the article on the link in my bio 🔗 Does the math still work for investors The company just silenced the skeptics with a blowout earnings report headlined by a record-breaking 13.2B in Q4 bookings. This massive surge in orders provides the clear revenue visibility that was missing in previous quarters effectively reigniting investor optimism. However with the stock now trading at a significant premium we have to ask: has the valuation outpaced the fundamentals https://twitter.com/i/web/status/2018693692475732092"
X Link 2026-02-03T14:30Z 37.2K followers, [----] engagements
"A year ago I called $1450 as the first buy zone for $FICO The "valuation experts" flooded my DMs to tell me I had no clue Fast forward to today: we are slicing through $1450 and eyeing the $1300 support Stop taking financial advice from teenagers who have never traded through a real cycle [--] Fair Isaac $FICO A data analytics company best known for its FICO credit scores which assess consumer credit risk for lenders First buying zone $1450 [----] growth 15.9% [----] PE 66.2x https://t.co/UElNbkJJwt [--] Fair Isaac $FICO A data analytics company best known for its FICO credit scores which assess"
X Link 2026-02-03T19:37Z 37.2K followers, 14.8K engagements
"Novo Nordisk $NVO Q4 [--] results Revenue 79.1BDKK Q4 [--] 85.7BDKK -8% 🔴 Est. 76.6B DKK beat 🟢 EPS 6.04DKK Q4 [--] 6.34DKK -5% 🔴 Est. 5.89DKK 🟢"
X Link 2026-02-03T21:02Z 37.2K followers, 15.4K engagements
"Alphabet $GOOGL Q4 [--] results Revenue $113.8B Q4 [--] $96.5B +18% 🟢 Est. $111.5B beat 🟢 EPS $2.82 Q4 [--] $2.15 +31% 🟢 Est. $2.64 beat 🟢"
X Link 2026-02-04T22:20Z 37.2K followers, [----] engagements
"@Danish_Investor Stay away from having an ERP"
X Link 2026-02-05T13:08Z 37.2K followers, [---] engagements
"@Danish_Investor Hum ok. My view is I don't see what AI will change for SAP (except additionnal revenue for AI usage)"
X Link 2026-02-05T13:19Z 37.2K followers, [---] engagements
"Why did $MSFT fall 10% on a "perfect" earnings report 🔍 The market punished Microsoft despite its double beat. I break down the apparent reasons and what lies beneath. Discover my full analysis and strategy for $MSFT in my latest article (link in bio)"
X Link 2026-02-05T13:49Z 37.2K followers, 11K engagements
"@XOPYC6 Yeah maybe but I do not hesitate to deploy my capital. In [----] I aggressively bought Alphabet and ASML in April You never where the stocks will go that is the reason why you need enough stocks in your watchlist"
X Link 2026-02-05T20:16Z 37.2K followers, [----] engagements
"Microsoft $MSFT announcing $100B in CAPEX felt like a final boss move Then Alphabet $GOOGL and Amazon $AMZN entered the room"
X Link 2026-02-05T21:38Z 37.2K followers, 25.9K engagements
"What I dont see being discussed but is extremely important for AI is the industrialization gap For most companies (the final customers) we are currently in a POC (Proof of Concept) stage. But a POC is not a business To scale AI must be embedded into the core systems: ERP WMS CRM TMS HCM etc. You cannot industrialize AI as a standalone tool. It needs the workflows of enterprise software to survive. The market is completely lagging on this reality"
X Link 2026-02-06T12:32Z 37.2K followers, [----] engagements
"ACN is a consulting firm Consulting is in a difficult position: as the companies' CAPEX and large IT program slow down + with the rise of SaaS the need for consulting decreases in the short term Consulting itself can be accelerated (less revenue more margin) by AI but it is a risk as much as an oppprtunity Accenture is the world leader so it is the only one able to intervene for some major missions So I am neutral on ACN. The huge growth phase is over the business model has to adapt but they have strong strengths to thrive"
X Link 2026-02-06T12:49Z 37.2K followers, [---] engagements
"@JulienTechInvst @ccc199635 Most companies have not scaled up at all Except maybe the digital native ones"
X Link 2026-02-06T13:16Z 37.2K followers, [---] engagements
"Palantir $PLTR"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"Amazon $AMZN"
X Link 2026-02-07T09:39Z 37.2K followers, [----] engagements
"Remember when Alphabets $GOOGL culture was broken and the leadership was failing just [--] years ago 📉 The headlines were relentless. Now Silence 🤐 Never forget: narratives follow the stock prices"
X Link 2026-02-07T16:37Z 37.2K followers, [----] engagements
"Hims & Hers $HIMS just announced they will stop selling their compounded weight loss pills So much damage to both Hims and Novo and all for nothing. Not exactly the smartest management move"
X Link 2026-02-07T21:11Z 37.2K followers, 12.8K engagements
"InPost $INPST agreed to a takeover Offer worth 7.8B from a consortium led by Fedex. This represents [----] per share (a year ago the stock price was around 17) Very low price"
X Link 2026-02-09T09:16Z 37.2K followers, 30K engagements
"20000 subscribers 🚀 What a milestone for the Quality Stocks newsletter. [--] months after launching I am incredibly proud to share this achievement In that time I have published [---] articles from deep dives and market deciphering to full portfolio transparency and one-pagers It is a privilege to write for a growing community of investors who value Quality and Long-Term Growth at a Reasonable Price. I can't wait for the next chapter https://twitter.com/i/web/status/2020817844380881367 https://twitter.com/i/web/status/2020817844380881367"
X Link 2026-02-09T11:11Z 37.2K followers, [----] engagements
"Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1 market continues https://twitter.com/i/web/status/2020853574335385893 https://twitter.com/i/web/status/2020853574335385893"
X Link 2026-02-09T13:33Z 37.2K followers, 14.8K engagements
"Hims & Hers $HIMS -23% 🔴 following this news Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1 Novo Nordisk $NVO has officially filed a federal lawsuit against Hims & Hers $HIMS seeking a permanent ban on compounded GLP-1 copycats This follows a wild [--] hours where Hims launched (and then scrapped) a $49 weight-loss pill without FDA approval. The battle for the GLP-1"
X Link 2026-02-09T16:02Z 37.2K followers, [----] engagements
"@Quartr_App @bizbreakdowns @stonkmetal @Stock_Opine @SLC_Fund @MoS_Investing @fundhunter_co @AnkurShah47 @Wexboy_Value @LT3000Lyall It is always interesting to look at the full Supply Chain Nive to see quality names here like Schneider Electric or ABB"
X Link 2024-01-10T13:52Z 37.2K followers, [----] engagements
"14 stocks in the defense sector With geopolitical tensions on the rise many defense stocks are performing strongly Best by category 📈 Growth $RHM 💎 Margin $PLTR 💰 PE $LDO 🏆 ROIC $BA Lockheed Martin $LMT Rheinmetall $RHM RTX $RTX Saab $SAAB Northrop Grumman $NOC Leonardo $LDO Axon $AXON Boeing $BA Thales $HO General Dynamics $GD Palantir $PLTR L3Harris $LHX BWX Tech $BWXT BAE Systems $BA"
X Link 2024-03-12T14:15Z 37.2K followers, 25.6K engagements
"20 interesting European companies with a net profit margin above 25% and a market cap above $1B Investor $INVE 65.2% Nordnet $SAVE 54.2% Evolution $EVO 54.1% Rightmove $RMV 51.6% GTT $GTT 46.5% Adyen $ADYEN 44.1% EQT $EQT 36.9% Amundi $AMUN 36.7% Euronext $ENX 36.1% Novo Nordisk $NVO 35.9% Fortnox $FNOX 33.6% Deutsche Brse $DB1 32.1% BE Semi $BESI 31.5% Hermes $RMS 30.8% AJ Bell $AJB 30.5% Biogaia $BIOG 28.3% Games Workshop $GAW 28.0% Brit. Am. Tobacco $BATS 27.4% ASML $ASML 26.9% Paradox Interactive $PDX 26.5%"
X Link 2024-05-10T08:16Z 37.2K followers, 41.5K engagements
"💎 Interesting quality stocks by country and their net profit margin. Which stocks / countries would you add NETHERLANDS Adyen $ADYEN 44.2% ASML $ASML 26.9% ASM Int. $ASM 23.6% Wolters Kluwer $WKL 19.3% GERMANY Deutsche Borse $DB1 31.1% Aixtron $AIXA 21.3% Nemetschek $NEM 19.6% Atoss $AOF 20.5% Rational AG $RAA 19.1% SWEDEN Evolution $EVO 54.0% EQT $EQT 37.6% Fortnox $FNOX 33.8% Lifco $LIFCO 11.8% USA Visa $V 54.6% MSCI $MSCI 38.1% Microsoft $MSFT 35.9% Zoetis $ZTS 27.4% Alphabet $GOOGL 27.0% FRANCE Hermes $RMS 30.9% Dassault Syst $DSY 19.8% LVMH $MC 17.9% L'Oreal $OR 15.3% AUSTRALIA Pro"
X Link 2024-05-25T08:23Z 37.2K followers, 28.2K engagements
"14 interesting Swiss stocks that you should know Do you own Swiss stocks Some in your watchlist 💉 Ypsomed $YPSN 💰 Partners Group $PGHN 🏭 VAT Group $VACN 🦷 Straumann $STMN Richemont $CFR 👂 Sonova $SOON 🌡 LEM $LEHN 🏭 ABB $ABBN 💊 Lonza $LONN 🍫 Nestle $NESN 💊 Roche $ROG 💊 Novartis $NOVN 🔬 Bachem $BANB 🏭 Inficon $IFCN https://twitter.com/i/web/status/1795019777167016115 https://twitter.com/i/web/status/1795019777167016115"
X Link 2024-05-27T09:10Z 37.2K followers, 29.3K engagements
"📢🎯 Analyst Recommendation Changes London Stock Ex $LSEG [--] Baader. Sell. [--] [---] 🟢 Schneider $SU [---] RBC. Sell. [---] [---] 🟢 LVMH $MC [---] RBC. Buy. [---] 🟢 Hermes $RMS [----] GS. Hold. [----] [----] 🔴 Diasorin $DIA [--] MS. Sell. [--] [--] 🔴 Nordic Semi $NOD 150NOK JPM. Buy. 135NOK 180NOK 🟢 Pernod Ricard $RI [---] BNP. Hold. [---] [---] 🔴 Rational AG $RAA [---] Barclays. Hold. [---] [---] 🟢 SAP $SAP [---] Stifel. Buy. [---] [---] 🟢 https://twitter.com/i/web/status/1810200579106337219 https://twitter.com/i/web/status/1810200579106337219"
X Link 2024-07-08T06:33Z 37.2K followers, [----] engagements
"Heineken $HEIA Q2 [--] results Revenue 17823M +6.0% 🟢 EPS 2.15"
X Link 2024-07-29T07:32Z 37.2K followers, [----] engagements
"London Stock Exchange $LSEG one pager 🏆 Score 6.1/10 🎯 My fair price estimation is around [--] 🐂 Bull case - A local monopoly - Microsoft short term momentum - Net margin should increase - Geographically diversified revenue 🐻 Bear case - Lot of debt (from th recent acquisition) - Expensive https://twitter.com/i/web/status/1820487286594617461 https://twitter.com/i/web/status/1820487286594617461"
X Link 2024-08-05T15:49Z 37.2K followers, [----] engagements
"Lagercrantz $LAGR one pager 🏆 Score 6.1/10 🎯 My fair price estimation is around 148SEK 🐂 Bull case - Decent historical and expected growth - Diversified products and markets - Great capital efficiency 🐻 Bear case - Geographical revenue mostly in Northern Europe - A little bit expensive https://twitter.com/i/web/status/1827918202526957799 https://twitter.com/i/web/status/1827918202526957799"
X Link 2024-08-26T03:57Z 37.2K followers, [----] engagements
"🌐 My favorite stock by country currently What about you MercadoLibre $MELI Nu Holdings $NU Schneider Electric $SU Evolution $EVO Norbit $NORBT Adyen $ADYEN AJ Bell $AJB Microsoft $MSFT Lululemon $LULU Mader $MAD Dino Polska $DNP Nemetschek $NEM Qt Group $QTCOM Novo Nordisk $NVO Accenture $ACN Medacta $MOVE Alibaba $BABA"
X Link 2024-09-11T12:00Z 37.2K followers, 33.5K engagements
"3 stocks still reasonably valued and [--] clearly overvalued + their [----] PE What would be your top [--] 💰 Reasonably valued Alphabet $GOOGL 18.4x Evolution $EVO 14.0x TSMC $TSM 17.9x ⚠ Overvalued Palantir $PLTR 230x Unity $U Unprofitable Pro Medicus $PME 214x"
X Link 2024-11-23T09:55Z 37.2K followers, 29.9K engagements
"LVMH $MC.PA Q1 [--] results Revenue 20.3B Q1 [--] 20.7B -1.9% 🔴 Est. 21.1B miss 🔴 Growth by division ✔ Wines & Spirits -8% ✔ Fashion & Leather -4% ✔ Perfumes & Cosmetics 0% ✔ Watches & Jewelry +1% ✔ Selective Retailing 0% Growth by region ✔ US -3% ✔ Japan -1% ✔ Asia (excl. Japan) -11% ✔ Europe +2% https://twitter.com/i/web/status/1911836502813790411 https://twitter.com/i/web/status/1911836502813790411"
X Link 2025-04-14T17:38Z 37.2K followers, 36.9K engagements
"👇 Here are [--] stocks with a net profit margin above 25% This margin might help mitigate risks if economic conditions were to deteriorate 🛢 Texas Pacific $TPL 64.3% 💳 Visa $V 54.9% ⛴ GTT $GTT 53.9% 🩻 Pro Medicus $PME 53.5% 🏭 NVidia $NVDA 52.0% 🎰 Evolution $EVO 51.2% 💉 Halozyme $HALO 46.9% 💰 Adyen $ADYEN 46.1% 💳 Mastercard $MA 45.6% ☁ Arista $ANET 36.4% 💰 Netwealth $NWL 35.9% 💻 Microsoft $MSFT 35.5% 💉 Novo Nordisk $NVO 34.8% 💻 Meta $META 34.2% 💊 Vertex $VRTX 34.1% 💉 Eli Lilly $LLY 33.7% 📸 Adobe $ADBE 29.8% 👜 Hermes $RMS 28.7% 📦 Wisetech $WTC 28.3% 🛡 Fortinet $FTNT 25.1%"
X Link 2025-04-19T16:32Z 37.2K followers, 23.5K engagements
"📅 Here are the earnings I will follow next week What about you MONDAY Waste Management $WM Cadence $CDNS Schneider Electric $SU.PA TUESDAY Paypal $PYPL Shift4 Payments $FOUR Visa $V Booking $BKNG Betsson $BETS.ST WEDNESDAY ADP $ADP Microsoft $MSFT Meta $META Evolution $EVO.ST Adyen $ADYEN.AS Teleperformance $TEP.PA S&P Global $SPGI KLA Corporation $KLAC TUESDAY Eli Lilly $LLY Amazon $AMZN Apple $AAPL McDonald's $MCD Idexx $IDXX https://twitter.com/i/web/status/1916001092288102610 https://twitter.com/i/web/status/1916001092288102610"
X Link 2025-04-26T05:27Z 37.2K followers, 14.9K engagements
"UK Games Workshop $GAW.L - A strong business model Globaldata $DATA.L - The elements to watch before investing Relx $RELX - Why this data provider has one of the most defensive business models in the market"
X Link 2025-06-09T12:36Z 37.2K followers, [----] engagements
"AUSTRALIA Tasmea $TEA.AX - An under-the-radar Australian serial acquirer Mader $MAD.AX - Why this stock is one of my highest convictions in the Australian stock market Pro Medicus $PME.AX - Perfect metrics except for valuation"
X Link 2025-06-09T12:36Z 37.2K followers, [----] engagements
"The market is likely overstating the risk of AI disruption for some companies 📞 Teleperformance $TEP.PA was once a star of the French market now treated like a fallen angel. But look at the numbers 🔍 Assume just 2% LT growth (easily achievable with a 15% FCF yield via inorganic growth alone) and a simple DCF points to 100/share a 50% upside from today ⚠ Yes AI will impact the business. But today Teleperformance is printing FCF actively integrating AI and large clients still need scaled players combining human + AI services 💡 My take: AI may reduce revenue but increase margins. Even without"
X Link 2025-12-26T18:09Z 37.2K followers, [----] engagements
"Small caps can have economic moats too 🏰 They are often narrower but that is exactly what makes them interesting: growing a moat matters more than starting with a wide one 📈 Here are a few examples 👇 [--] Intangible Assets (brands patents licenses) Crocs $CROX Halozyme $HALO Bonesupport $BONEX [--] Switching Costs (deeply embedded products) SPS Commerce $SPSC Nemetschek $NEM Kinaxis $KXS [--] Network Effects (value grows with users) Etsy $ETSY Rightmove $RMV Upwork $UPWK [--] Cost Advantage (structurally cheaper than peers) GTT $GTT Dino Polska $DNP BJ's Wholesale Club $BJ [--] Efficient Scale (markets"
X Link 2026-01-26T13:21Z 37.2K followers, 10.8K engagements
"Automatic Data Processing $ADP"
X Link 2026-02-01T13:48Z 37.2K followers, [---] engagements
"Palantir $PLTR Q4 [--] results Revenue $1407M Q3 [--] $828M +70% 🟢 Est. $1341M beat 🟢 EPS $0.24 Q3 [--] $0.03 x8 🟢 Est. $0.18 beat 🟢"
X Link 2026-02-02T21:32Z 37.2K followers, [----] engagements
"What is the #1 growth play that is actually trading at a discount today 👇"
X Link 2026-02-03T08:15Z 37.2K followers, 13.6K engagements
"Paypal $PYPL Q4 [--] results Revenue $8676M Q4 [--] $8366M +4% 🟢 Est. $8787M miss 🔴 EPS $1.53 Q4 [--] $1.11 +38% 🟢 Est. $1.24 beat 🟢"
X Link 2026-02-03T12:33Z 37.2K followers, 20.9K engagements
"Uber $UBER Q4 [--] results Revenue $14.4B Q4 [--] $12.0B +20% 🟢 Est. $14.3B beat 🟢 EPS $0.14 Q4 [--] $3.21 -96% 🔴 Est. $0.78 miss 🔴"
X Link 2026-02-04T13:48Z 37.2K followers, [----] engagements
"Not all software is created equal in the face of AI disruption Companies like $SAP have deep structural moats. Replacing an ERP is a multi-year nightmare and you cannot run a company without it Meanwhile workflow tools like Monday $MNDY are far more exposed"
X Link 2026-02-05T12:30Z 37.2K followers, 14K engagements
"Paypal $PYPL"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"Novo Nordisk $NVO"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"The most powerful bear thesis for $NVO 👉 It is not a US-based company"
X Link 2026-02-07T21:14Z 37.2K followers, 19.3K engagements
"😲 82% Gross Margin. 30% ROIC. 70% Recurring Revenue. 25% [----] revenue growth 💡 Most people think these are Silicon Valley software metrics. They arent 👉 They belong to a "Hidden Monopoly" in the healthcare space that controls 90% of some of its core markets Full analysis of this quality compounder https://bit.ly/small-cap-monopoly https://bit.ly/small-cap-monopoly"
X Link 2026-02-08T10:25Z 37.2K followers, 14.2K engagements
"Earnings I will follow next week What about you Coca-Cola $KO Spotify $SPOT S&P Global $SPGI Shopify $SHOP Vertiv $VRT Adyen $ADYEN McDonald's $MCD Applovin $APP Cisco $CSCO Hubspot $HUBS Zoetis $ZTS Arista $ANET Dexcom $DXCM Airbnb $ABNB Dassault Systemes $DSY Applied Materials $AMAT Norbit $NORBT Senzime $SEZI Fiserv $FISV https://twitter.com/i/web/status/2020476305016279538 https://twitter.com/i/web/status/2020476305016279538"
X Link 2026-02-08T12:34Z 37.2K followers, [----] engagements
"Waters $WAT Q4 [--] results Revenue $932M Q4 [--] $873M +6% 🟢 Est. $929M beat 🟢 EPS $3.77 Q4 [--] $3.88 -3% 🔴 Est. $4.19 miss 🔴"
X Link 2026-02-09T16:13Z 37.2K followers, [----] engagements
"Adyen is on a tear up +4.58% 🟢 yesterday and another +4.18% 🟢 today With Q4 results dropping tomorrow the market seems optimistic. Will the numbers live up to the hype"
X Link 2026-02-10T19:09Z 37.2K followers, [----] engagements
"Coca-Cola $KO Q4 [--] results Revenue $11.8B Q4 [--] $11.5B +2% 🟢 Est. $12.0B miss 🔴 EPS $0.53 Q4 [--] $0.51 +4% 🟢 Est. $0.54 miss 🔴"
X Link 2026-02-10T19:31Z 37.2K followers, [----] engagements
"@fuckthedip Oui JP Morgan a l'air d'aimer a Je m'tonne de l'absence de Fortinet cependant"
X Link 2026-02-10T21:31Z 37.2K followers, [----] engagements
"InPost $INPST received a buyout offer today at [-----]. It was one of my [--] top stock pocks for [----] Will the others be just as successful Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification Here are my [--] stock picks for [----] 👇 https://t.co/VPp8pWBv5X 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and"
X Link 2026-02-10T21:59Z 37.2K followers, [----] engagements
"Evolution $EVO Q4 [--] results Revenue 514M Q4 [--] 534M -4% 🔴 Est. 517M miss 🔴 EPS [----] Q4 [--] [----] -16% 🔴 Est. [----] beat 🟢"
X Link 2026-02-05T10:59Z 37.2K followers, 10.3K engagements
"Amazon $AMZN Q4 [--] results Revenue $213.4B Q4 [--] $187.8B +13.6% 🟢 Est. $211.2B beat 🟢 EPS $1.95 Q4 [--] $1.86 +5% 🟢 Est. $1.96 miss 🔴"
X Link 2026-02-05T21:12Z 37.2K followers, [----] engagements
"Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢"
X Link 2026-02-13T15:21Z 37.2K followers, [----] engagements
"4 small-cap stocks who had huge performance in [----] by country Did you know / own some of them (Some of them are really not in my investable universe) NORWAY Xplora $XPLRA +118% Napatech $NAPA +87% Norbit $NORBT +62% Nordhealth $NORDH +61% POLAND Comp $CMP +83% XTB $XTB +78% Signity $SGN +65% Cyber_Folks $CBF +64% UK Filtronic $FTC +263% CMC Markets $CMCX +143% Trustpilot $TRST +107% Just Group $JRP +88% SWITZERLAND Kuros $KURN +475% Accelleron $ACLN +75% Polypeptide $PPGN +64% Aluflexpack $AFP +62% SWEDEN Bonesupport $BONEX +103% Yubico $YUBICO +84% Medcap $MCAP +77% Paxman $PAX +76% USA TSS"
X Link 2024-12-22T10:23Z 37.2K followers, 29.5K engagements
"Stock of the Week: Veeva Systems $VEEV Veeva delivered impressive earnings. So is now the right time to consider a position In this article we explore whether the stock is currently attractive identify key buy zones and examine what analysts are saying 👉 Find the full article on the link 🔗 in my bio https://twitter.com/i/web/status/1930623012451037607 https://twitter.com/i/web/status/1930623012451037607"
X Link 2025-06-05T13:49Z 37.2K followers, [----] engagements
"🏆 [--] investment themes and [--] long-term growth stocks beyond the AI frenzy 🔖 Bookmark this for stock ideas 🗑 Waste Management (LT growth 5%/year) Waste Management $WM Waste Connections $WCN Veolia $VIE.PA Republic Services $RSG Cleanaway Waste Mgt $CWY.AX 🚿 Water Scarcity (LT growth 7%/year) Energy Recovery $ERII American Water Works $AWK Xylem $XYL Advanced Drainage Syst. $WMS Watts Water Tech $WTS 🛡 Cybersecurity (LT growth 9%/year) Fortinet $FTNT Palo Alto Networks $PANW Crowdstrike $CRWD Check Point Software $CHKP Qualys $QLYS 💳 Digital Payments (LT growth 15%/year) Visa $V Wise"
X Link 2026-01-10T15:56Z 37.2K followers, 24.4K engagements
"Disney $DIS"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"Spotify $SPOT Q4 [--] results Revenue $4531M Q4 [--] $4242M +7% 🟢 Est. $4522M beat 🟢 EPS $4.43 Q4 [--] $1.76 +152 % 🟢 Est. $2.78 beat 🟢"
X Link 2026-02-10T19:42Z 37.2K followers, [----] engagements
"@Div_Croissant Prochain titre "Air Liquide pourrait racheter les activits de Siemens" d'apres jeuxvideo magazine"
X Link 2026-02-11T19:25Z 37.2K followers, [---] engagements
"14 UK stocks that I find interesting. What other stocks would you add The UK market is quite cheap right now maybe a source of opportunities 💊 AstraZeneca $AZN 💻 Cerillion $CER 💳 Wise $WISE 🎲 Games Workshop $GAW 💻 Rightmove $RMV 🔨 Ashtead $AHT 💰 Integrafin $IHP ✈ BAE Systems $BA 📚 RELX $RELX 📘 Experian $EXPN 🥃 Diageo $DGE 💹 London Stock Ex. $LSE 💰 AJ Bell $AJB 💰 Foresight $FSG"
X Link 2024-05-21T09:58Z 37.2K followers, 17.7K engagements
"Japan is an interesting market. Here is a selection with [--] stocks Which ones would you add The [--] stocks Shift Lasertec (Beware of the current controversy) Strike Baycurrent JAC Recruitment Amvis Visional Disco Hoya Obic Zozo Shoei Anycolor Are you invested in the Japanese market https://twitter.com/i/web/status/1800467343966941639 https://twitter.com/i/web/status/1800467343966941639"
X Link 2024-06-11T09:57Z 37.2K followers, 15.4K engagements
"23 stocks with a very high ROIC - above 25% Rightmove $RMV 254% NVidia $NVDA 97.7% Fortinet $FTNT 93.4% Manhattan $MANH 86.3% GTT $GTT 78.8% Novo Nordisk $NVO 63.0% Mastercard $MA 57.8% ADP $ADP 50.6% Pro Medicus $PME 48.0% Medpace $MEDP 47.6% ASML $ASML 39.2% Qualys $QLYS 38.1% Idexx $IDXX 35.2% Technology One $TNE 34.5% Visa $V 33.2% Qt Group $QTCOM 32.1% Lululemon $LULU 32.0% Arista Networks $ANET 31.6% Evolution $EVO 30.2% Microsoft $MSFT 29.2% Meta $META 27.4% Alphabet $GOOGL 27.0% Hermes $RMS 25.9% https://twitter.com/i/web/status/1830170067457184037"
X Link 2024-09-01T09:05Z 37.2K followers, 46.6K engagements
"🏆 Which 6-stock portfolio do you prefer ULTRA FAST GROWERS (25% a year) 🎮 NVidia $NVDA 🦴 Bonesupport $BONEX 💻 Pro Medicus $PME 😷 Xvivo $XVIVO 👟 On Holding $ONON 💰 Adyen $ADYEN STEADY GROWERS (5 to 10%) 🐶 Zoetis $ZTS 💰 Blackrock $BLK 💰 MSCI $MSCI 💻 Automatic Data Proc. $ADP 😷 Unitedhealth $UNH ♻ Waste Management $WM MOAT BEASTS 💳 Visa $V 💻 Microsoft $MSFT 👜 Hermes $RMS 🚗 Ferrari $RACE 💰 S&P Global $SPGI 💳 Mastercard $MA DIVIDEND GROWERS 🥤 Coca-Cola $KO 💰 CME $CME 🍔 McDonald's 🥤 Pepsico $PEP 💉 Johnson & Johnson $JNJ 💊 Merck&Co $MRK GARP 💻 Alphabet $GOOGL 💰 Paypal $PYPL"
X Link 2024-09-14T11:20Z 37.2K followers, 26.8K engagements
"👜 Luxury Stocks Tier List Do you agree What would you change S-Tier Top-tier luxury brands with consistent demand exclusivity and strong financials Hermes $RMS Ferrari $RACE A-Tier High-performing luxury brands leading their sectors but slightly less exclusive LVMH $MC L'Oreal $OR Brunello Cucinelli $BC Moncler $MONC B-Tier Strong luxury brands with notable market share but more niche or cyclical Richemont $CFR San Lorenzo $SL The Italian Sea Group $TISG C-Tier Recognizable brands with fluctuations in performance or regional influence Prada $1913 Hugo Boss $BOSS Ermenegildo Zegna $ZGN D-Tier"
X Link 2024-09-16T19:22Z 37.2K followers, 34.3K engagements
"🚀 [--] stocks expected to grow revenue 25% in [----] For fans of ultra-fast growers Netwealth $NWL 25.9% Axon $AXON 27.3% Elf $ELF 27.7% Rheinmetall $RHM 29.0% Mercadolibre $MELI 30.0% Pro Medicus $PME 31.5% Cyberark $CYBR 32.1% Palantir $PLTR 35.9% Tasmea $TEA 37.0% Shelly Group $SLYG 39.2% Bonesupport $BONEX 43.7% MDA Space $MDA 47.5% NVidia $NVDA 52.8% Hims&Hers $HIMS 58.8% Senzime $SEZI 91.4% https://twitter.com/i/web/status/1926695727079493914 https://twitter.com/i/web/status/1926695727079493914"
X Link 2025-05-25T17:43Z 37.2K followers, 24.8K engagements
"3 Top Quality Stocks from Each Country 📈 Lets build this list together Share your top stock picks for each country France Hermes $RMS Schneider Electric $SU Dassault Systemes $DSY Italy Ferrari $RACE Brunello Cucinelli $BC Reply $REY Denmark Novo Nordisk $NVO Coloplast $COLO Chemometec $CHEMM USA Microsoft $MSFT Visa $V S&P Global $SPGI Sweden XVivo $XVIVO Sectra $SECT Evolution $EVO Canada Waste Connections $WCN MDA Space $MDA Thomson Reuters $TRI UK Relx $RELX Experian $EXPN Judges Scientific $JDG Australia Pro Medicus $PME Wisetech $WTC Netwealth $NWL Switzerland Ypsomed $YPSN Bachem"
X Link 2025-06-08T19:12Z 37.2K followers, 32.6K engagements
"🚀 [--] US stocks with incredible performance YTD (above 75%) Do you own any Regencell $RGC +17500% Sezzle $SEZL +327% Centrus Energy $LEU +164% Robinhood $HOOD +153% Oklo $OKLO +153% National Vision $EYE +129% Avis Budget $CAR +125% AST Spacemobile $ASTS +116% Transmedics $TMDX +107% MP Materials $MP +104% Symbotic $SYM +102% Nuscale $SMR +100% Hims&Hers $HIMS +98% Nextracker $NXT +81% Oddity $ODD +81% Palantir $PLTR +77% Cloudflare $NET +77% Celsius $CELH +76% https://twitter.com/i/web/status/1941799505294156202 https://twitter.com/i/web/status/1941799505294156202"
X Link 2025-07-06T10:00Z 37.2K followers, 21.3K engagements
"🚀 Companies projected to grow revenue 25%+ in [----] Bookmark this list of future fast growers 📈 Axon $AXON +25% Shift4 Payments $FOUR +26% Mercadolibre $MELI +27% Pro Medicus $PME +30% Argenx $ARGX +31% Broadcom $AVGO +31% Tasmea $TEA +31% NVidia $NVDA +33% Rheinmetall $RHM +34% Palantir $PLTR +35% Bonesupport $BONEX +39% Harrow $HROW +39% Paxman $PAX +55% https://twitter.com/i/web/status/1964719934703018436 https://twitter.com/i/web/status/1964719934703018436"
X Link 2025-09-07T15:58Z 37.2K followers, 43.1K engagements
"I like the Australian market My favorite names are: - Technology One Wisetech and Netwealth Energy One Pro Medicus - too expensive for now but I am looking - Jumbo Interactive - waiting for a positive newsflow - Mader and Tasmea the [--] maintenance companies with [--] different styles - GQG also waiting for a positive newsflow - Clinuvel and polynovo in the biotech sector https://twitter.com/i/web/status/2001962707004604803 https://twitter.com/i/web/status/2001962707004604803"
X Link 2025-12-19T10:27Z 37.2K followers, [---] engagements
"Pro Medicus $PME.AX is the definition of quality ✅ 30% revenue growth ✅ 55% net profit margin ✅ 48% ROIC ✅ Strong balance sheet The stock is down 50% from its ATH. However PE is still above 100x Identifying a favorable entry point remains a challenge. While AU$70 is the ideal target it lacks immediate realism. A more probable floor sits at AU$145 close to the weekly MA200 https://twitter.com/i/web/status/2018257219976876310 https://twitter.com/i/web/status/2018257219976876310"
X Link 2026-02-02T09:36Z 37.2K followers, [----] engagements
"Here is a thread 🧵 with the [--] earnings I followed this week We begin with Idexx $IDXX"
X Link 2026-02-07T09:39Z 37.2K followers, [----] engagements
"Betsson $BETS"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"17 Ultra-High Margin Stocks (Outside the US) 🌍 Sorted by net profit margin 🔽 Ferrari $RACE 22.4% VAT Group $VACN 23.5% ASM Int. $ASM 23.9% Genmab $GMAB 25.5% Novo Nordisk $NVO 25.6% Argenx $ARGX 27.5% British Am. Tobacco $BATS 28.4% Hermes $RMS 29.0% ASML $ASML 30.4% SAP $SAP 33.9% Keyence $6861 37.2% Amundi $AMUN 41.3% EQT $EQT 43.3% Adyen $ADYEN 45.0% TSMC $TSM 46.8% Evolution $EVO 48.8% GTT $GTT 53.2% https://twitter.com/i/web/status/2020410510340931950 https://twitter.com/i/web/status/2020410510340931950"
X Link 2026-02-08T08:12Z 37.2K followers, 34.3K engagements
"SWEDEN Paxman $PAX.ST - Why this stock might double its growth in [----] Senzime $SEZI.ST - A company growing 100% a year you should know Bonesupport $BONEX.ST - The strongest medtech company in the Nordics Micro Systemation $MSAB.ST - The challenge of a company in a compelling niche market RVRC $RVRC.ST - An under-the-radar investment in the outdoor industry Paradox Interactive $PDX.ST - This video game company has better metrics than most of its competitors And also Evolution $EVO.ST"
X Link 2025-06-09T12:36Z 37.2K followers, [----] engagements
"Here are my [--] stock picks for [----] 👇 🔍 This year I avoided mainstream themes and focused on long-term GARP/QARP ideas with compelling setups. Some contrarian bets strong growth potential and geographic diversification https://bit.ly/picks-for-2026 https://bit.ly/picks-for-2026"
X Link 2026-01-04T13:29Z 37.2K followers, 63.7K engagements
"Betsson $BETS Q4 [--] results Revenue 304M Q4 [--] 307M -1% 🔴 Est. 322M miss 🔴 EPS [----] Q4 [--] [----] -37% 🔴 Est. [----] miss 🔴"
X Link 2026-02-05T10:50Z 37.2K followers, [----] engagements
"Don't panic. Prepare 💡 Block out the stupid narratives and focus on your watchlist and buy zones Here are some ideas with my first buy zone Microsoft $MSFT $350 SAP $SAP [---] Servicenow $NOW $86 Fair Isaac $FICO $1110 Sportradar $SRAD $15 Accenture $ACN $214 Idexx $IDXX $460 Netflix $NFLX $69 https://twitter.com/i/web/status/2019497210170241062 https://twitter.com/i/web/status/2019497210170241062"
X Link 2026-02-05T19:43Z 37.2K followers, 55.1K engagements
"$STLA From Value King to Cyclical Trap 📉 In [----] Tavares was a genius and every fund manager was in. In [----] the efficiency mask has slipped: hollowed R&D broken dealer relations and massive US inventory gluts Proof that a low PE at the top of a cycle (for cyclical stocks) is not a bargain it is a warning I am not an expert in this sector so there is no will to explain if it is a good or bad idea to buy the stock now just a reminder that narrative x cyclical stocks = a dangerous cocktail https://twitter.com/i/web/status/2019724385674805406 https://twitter.com/i/web/status/2019724385674805406"
X Link 2026-02-06T10:46Z 37.2K followers, [----] engagements
"S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴"
X Link 2026-02-10T12:51Z 37.2K followers, 24.4K engagements
"🚨 JP Morgan just released a list of AI-Resilient [--] software stocks 💡 What do you think of this list Microsoft $MSFT Servicenow $NOW Twilio $TTWO Okta $OKTA Palo Alto $PANW Crowdstrike $CRWD ZScaler $ZS Sentinel One $S Check Point $CHKP Netskope $NTSK Snowflake $SNOW Datadog $DDOG Veeva $VEEV Guidewire $GWRE Costar $CSGP Tyler $TYL JFrog $FROG Sailpoint $SAIL Q2 $QTWO https://twitter.com/i/web/status/2021335341312114712 https://twitter.com/i/web/status/2021335341312114712"
X Link 2026-02-10T21:27Z 37.2K followers, 32.1K engagements
"While I don't find the report brilliant the market reaction feels a bit too much $DSY I will publish an article next week to explain in details why Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢 https://t.co/2JLm5BCHuf Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢 https://t.co/2JLm5BCHuf"
X Link 2026-02-11T11:56Z 37.2K followers, [----] engagements
"The major information in this tweet is that PCGamer is now a source of financial information Maybe the reason of the fall of $SPGI and $MSCI after all OpenAI predicts a $14 billion loss in [----] per PCGamer. OpenAI predicts a $14 billion loss in [----] per PCGamer"
X Link 2026-02-11T19:23Z 37.2K followers, [----] engagements
"Paycom $PAYC Q4 [--] results Revenue $544M Q4 [--] $494M +10% 🟢 Est. $543M beat 🟢 EPS $2.07 Q4 [--] $2.02 +2% 🟢 Est. $1.93 beat 🟢"
X Link 2026-02-11T21:15Z 37.2K followers, [----] engagements
"Applovin $APP Q4 [--] results Revenue $1658M Q4 [--] $999M +66% 🟢 Est. $1612M beat 🟢 EPS $3.26 Q4 [--] $1.77 +86% 🟢 Est. $2.94 beat 🟢"
X Link 2026-02-11T21:20Z 37.2K followers, [----] engagements
"The wait is over. Real opportunities are surfacing 💰 Capital deployment starts now 🚀 👉 What are you buying"
X Link 2026-02-12T10:43Z 37.2K followers, 11.3K engagements
"@XOPYC6 $MSFT And looking very closely at $SPGI"
X Link 2026-02-12T10:54Z 37.2K followers, [---] engagements
"Zoetis $ZTS Q4 [--] results Revenue $2387M Q4 [--] $2317M +3% 🟢 Est. $2362M beat 🟢 EPS $1.37 Q4 [--] $1.29 +6% 🟢 Est. $1.31 beat 🟢"
X Link 2026-02-13T15:08Z 37.2K followers, [----] engagements
"Shares are up +10% 🟢 following the earnings Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢 https://t.co/j6ulCV3u2y Applied Materials $AMAT Q4 [--] results Revenue $7012M Q4 [--] $7166M -2% 🔴 Est. $6880M 🟢 EPS $2.54 Q4 [--] $1.45 +75% 🟢 Est. $2.15 beat 🟢 https://t.co/j6ulCV3u2y"
X Link 2026-02-13T16:07Z 37.2K followers, [----] engagements
"Dexcom $DXCM Q4 [--] results Revenue $1260M Q4 [--] $1114M +13% 🟢 Est. $1254M beat 🟢 EPS $0.68 Q4 [--] $0.38 +79% 🟢 Est. $0.65 beat 🟢"
X Link 2026-02-13T16:14Z 37.2K followers, [----] engagements
"Stock of the Week: Fortinet $FTNT Here is the one pager 👇 Find my analysis in the article available on the link in my bio"
X Link 2026-02-13T17:40Z 37.2K followers, [----] engagements
"❓ What is the most attractive stock to buy on the market now And why"
X Link 2026-02-13T19:21Z 37.2K followers, [----] engagements
"If you had to pick [--] non-US stocks for the next [--] years what would they be I begin ASML $ASML Novo Nordisk $NVO LVMH $MC"
X Link 2024-02-08T22:59Z 37.2K followers, 68K engagements
"Kongsberg Gruppen $KOG Q2 [--] results Revenue 11589M NOK Q2 [--] 9614M NOK +20.5% 🟢 Est. 11254M NOK beat 🟢 EPS [----] NOK Q2 [--] [----] NOK +55% 🟢 Est. [----] NOK 🟢 Impressive order intake Order intake 17278M NOK (backlog 95B NOK). Very good sign for [----] and [----] growth Revenue by segment Maritime 5980M NOK Defence & Aero 4425M NOK Discovery 1102M NOK Digital 406M NOK https://twitter.com/i/web/status/1811009550880764246 https://twitter.com/i/web/status/1811009550880764246"
X Link 2024-07-10T12:08Z 37.2K followers, [----] engagements
"2 FINANCIAL DATA 💰 Expected CAGR by 2030: 10.3% Stocks to watch sorted by net profit margin MSCI $MSCI 38.1% Moody's $MCO 29.1% S&P Global $SPGI 26.7% Factset Research $FDS 26.0%"
X Link 2024-10-27T14:11Z 37.2K followers, [----] engagements
"🚨 New Article Drop: Waste Connections $WCN 🚨 🟢 Company Overview 📊 Fair Value Estimate 📉 Buy Zones ⚔ Head-to-Head vs. Waste Management ($WM) & peers Dig into the numbers & see where $WCN stands 👉 You can find the article on the link in my bio"
X Link 2025-06-21T14:36Z 37.2K followers, [----] engagements
"Harmony Biosciences $HRMY has dropped over 25% in just three weeks Why The companys lead pipeline candidate for genetic disorders failed to meet its primary endpoint in a late-stage trial Meanwhile Harmony remains highly dependent on a single product WAKIX which faces loss of exclusivity around [----] On the positive side valuation looks very depressed: the stock trades at an estimated 18% free cash flow yield with roughly $500M in cash against a $1.6B market cap Still the pipeline is thin and carries significant risk highlighting the classic biotech dilemma: every upside opportunity is tied to"
X Link 2025-09-24T16:15Z 37.2K followers, [----] engagements
"I will be publishing my [--] top stock picks for [----] next Saturday 🎉 Can you guess which stocks made the list"
X Link 2025-12-30T08:56Z 37.2K followers, [----] engagements
"These [--] stocks were beaten down in [----] yet their growth remains decent Accenture $ACN -23% Adobe $ADBE -20% Bonesupport $BONEX.ST -53% Coloplast $COLO-B.CO -31% Deckers Outdoor $DECK -49% Factset Research $FDS -39% Inpost $INPST.AS -38% Novo Nordisk $NVO -39% Paycom $PAYC -21% Paypal $PYPL -30% Salesforce $CRM -20% Shift4 Payments $FOUR -37% SPS Commerce $SPSC -50% The Trade Desk $TTD -67% Wolters Kluwer $WKL.AS -45% In my latest article I explore what went wrong and whether they now represent compelling investment opportunities Find the article on the link 🔗 in my bio"
X Link 2026-01-01T10:33Z 37.2K followers, 57.9K engagements
"What a performance from the chip equipment makers in [----]. Here is how theyve performed over the past week: ACM Research $ACMR 33.9% LAM Research $LRCX 27.0% ASM International $ASM 20.0% ASML $ASML 17.4% Applied Materials $AMAT 16.2% KLA Corporation $KLAC 14.9% BE Semiconductor $BESI 13.0% This move is being driven by expectations of renewed shortages across the semiconductor supply chain a familiar & cyclical pattern for anyone who has followed the sector over time Delivering a full years worth of performance in a single week is once again a reminder that caution is warranted"
X Link 2026-01-09T19:37Z 37.2K followers, 12.8K engagements
"15 stocks with a net profit margin above 40% 💉 United Therapeutics $UTHR 40.1% 💰 Amundi $AMUN.PA 41.0% 🏭 TSMC $TSM 43.9% 💹 Adyen $ADYEN 44.9% 🚬 Altria $MO 45.3% 💳 Mastercard $MA 46.0% 🏭 Micron $MU 46.5% 🎰 Evolution $EVO 49.1% 🛡 Verisin $VRSN 51.3% 💰 Blackstone $BX 51.8% 💻 NVidia $NVDA 52.6% ⛴ GTT $GTT 53.9% 💉 Halozyme $HALO 54.5% 💳 Visa $V 54.7% 💰 KKR $KKR 63.4% https://twitter.com/i/web/status/2009721187035754732 https://twitter.com/i/web/status/2009721187035754732"
X Link 2026-01-09T20:17Z 37.2K followers, 63.7K engagements
"⚠ Note to Wall Street analysts: the real value of B2B software is barely replaceable by AI 💡 Have you ever worked inside a company and seen how deeply embedded and complex its IT systems are These systems are mission-critical to day-to-day operations and switching costs are enormous 🤖 AI will not replace these software. It will enhance them. The real way to scale AI adoption in enterprises is by integrating it into existing platforms not by ripping and replacing core systems As a result we are likely to see the following dynamics: ✔ Major B2B software companies with high switching costs"
X Link 2026-01-14T20:56Z 37.2K followers, [----] engagements
"Which portfolio do you prefer for [----] [--] Beaten down stocks Adobe $ADBE Lululemon $LULU Paypal $PYPL Unitedhealth $UNH Novo Nordisk $NVO [--] Full AI mode Microsoft $MSFT TSMC $TSM NVidia $NVDA ASML $ASML Lam Research $LRCX [--] Go defensive Waste Mgt $WM Am. Water Works $AWK Coca-Cola $KO Merck&Co $MRK Procter&Gamble $PG [--] Growth outside of AI Transmedics $TMDX Bonesupport $BONEX Mercadolibre $MELI Crowdstrike $CRWD Harrow $HROW https://twitter.com/i/web/status/2012567198259187744 https://twitter.com/i/web/status/2012567198259187744"
X Link 2026-01-17T16:46Z 37.2K followers, 52.7K engagements
"💡 If market volatility is wearing you down turning to boring businesses can be a smart move 👇 Here are [--] boring business stocks worth knowing [--] American Water Works $AWK Regulated provider of essential water and wastewater services [----] growth 5.8% Net profit margin 22.8% PE 21.8x Dividend yield 2.4% [--] Cintas $CTAS Provider of uniforms facility services and workplace safety products [----] growth 8.3% Net profit margin 17.7% PE 40.1x Dividend yield 0.9% [--] Fastenal $FAST Distributor of industrial and construction supplies [----] growth 9.1% Net profit margin 15.6% PE 36.0x Dividend yield 2.0% 4"
X Link 2026-01-19T19:47Z 37.2K followers, [----] engagements
"🔍 [--] stocks on my watchlist 🎯 Here are the price levels I am waiting to buy [--] Veeva $VEEV Target buy zone $175 dominant position in life-sciences software recurring revenue and high customer retention 📈 [----] growth 15.5% 💎 Net profit margin 28.2% 💰 [----] PE 41.9x [--] SAP $SAP Target buy zone [---] Global leader in enterprise software with ultra high switching cost 📈 [----] growth 15.5% 💎 Net profit margin 28.2% 💰 [----] PE 41.9x [--] Netwealth $NWL Target buy zone AU$18 Fast-growing wealth-management and fintech company with strong earnings growth 📈 [----] growth 19.4% 💎 Net profit margin 34.3% 💰"
X Link 2026-01-24T08:36Z 37.2K followers, 14.6K engagements
"Thread over 🧵 Got a high-growth stock trading at a fair valuation Drop it below 👇"
X Link 2026-01-24T15:04Z 37.2K followers, [----] engagements
"Earnings I will follow next week What about you ASML $ASML Microsoft $MSFT Unitedhealth $UNH Automatic Data Proc. $ADP Visa $V Waste Mgt $WM LVMH $MC Lam Research $LCRX Servicenow $NOW MSCI $MSCI SAP $SAP Fair Isaac $FICO KLA Corporation $KLAC Stryker $SYK https://twitter.com/i/web/status/2015537541710254190 https://twitter.com/i/web/status/2015537541710254190"
X Link 2026-01-25T21:29Z 37.2K followers, [----] engagements
"Fair Isaac $FICO Q4 [--] results Revenue $512M Q4 [--] $440M +16.4% 🟢 Est. $502M beat 🟢 EPS $6.61 Q4 [--] $6.14 +7.7% 🟢 Est. $6.31 beat 🟢"
X Link 2026-01-28T21:33Z 37.2K followers, [----] engagements
"On the other side some stocks are already big winners in [----]. The question is: can it last Sandisk $SNDK +142.7% AST Spacemobile $ASTS +53.1% Micron $MU +45.4% Western Digital $WDC +45.2% ASM International $ASM +37.1% Lam Research $LRCX +36.4% Cameco $CCO +34.0% ASML $ASML +31.9% Lockheed Martin $LMT +31.1% SAAB $SAAB +29.0% Kongsberg Gruppen $KOG +27.8% SLB $SLB 26.1% Intel $INTC +25.9% Applied Materials $AMAT +25.4% Texas Instruments $TXN +24.2% The market is up so far in [----] but this performance masks a wide dispersion across individual stocks 🧨 👇 Below are some of the biggest losers"
X Link 2026-01-31T16:20Z 37.2K followers, 13.6K engagements
"Fair Isaac $FICO"
X Link 2026-02-01T13:48Z 37.2K followers, [---] engagements
"The [--] European stocks for [----] according to BofA 🏨 ACS $ACS 💹 Adyen $ADYEN ✈ Airbus $AIR 🏭 ASML $ASML 💊 AstraZeneca $AZN 📦 DSV $DSV 🔥 Engie $ENGI 👓 EssilorLuxoticca $EL 🚆 Ferrovial $FER ⛏ Glencore $GLEN 👜 Hermes $RMS 🧴 L'Oreal $OR 📚 Relx $RELX 🧼 Rentokil $RTO ✈ Rolls Royce $RR 🔥 RWE $RWE 🏭 Saint-Gobain $SGO 💻 SAP $SAP 🏭 Siemens $SIE 🔥 Siemens Energy $ENR 💰 Societe Generale $GLE 🦷 Straumann $STMN 🛜 Telia $TELIA 🛢 TotalEnergies $TTE 💰 UBS $UBS https://twitter.com/i/web/status/2018385836761391239 https://twitter.com/i/web/status/2018385836761391239"
X Link 2026-02-02T18:07Z 37.2K followers, 38.7K engagements
"Idexx $IDXX Q4 [--] results Revenue $1091M Q4 [--] $954M +14.3% 🟢 Est. $1072M beat 🟢 EPS $3.08 Q4 [--] $2.62 +17.6% 🟢 Est. $2.94 beat 🟢"
X Link 2026-02-02T18:16Z 37.2K followers, [----] engagements
"Evolution $EVO"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"Fortinet $FTNT"
X Link 2026-02-07T09:39Z 37.2K followers, [---] engagements
"Next week I will be publishing [--] articles: [--] Stock of the Week: Fortinet $FTNT a light in the darkness [--] Portfolio update: Selling [--] Large-Caps to Fuel my Highest Conviction Ideas [--] The Two Acts of AI: Investing in the Infrastructure Arms Race vs. The End-User Reality Stay tuned so you don't miss these articles https://twitter.com/i/web/status/2020202055764173138 https://twitter.com/i/web/status/2020202055764173138"
X Link 2026-02-07T18:24Z 37.2K followers, [----] engagements
"S&P Global $SPGI -8.9% 🔴 MSCI $MSCI -7.5% 🔴 Moody's $MCO -4.6% 🔴 S&P's lower-than-expected [----] profit guidance weighted on the whole sector S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴 https://t.co/85tzhKsGOT S&P Global $SPGI Q4 [--] results -15% 🔴 premarket Revenue $3916M Q4 [--] $3592M +9% 🟢 Est. 3910M beat 🟢 EPS $3.75 Q4 [--] $2.85 +32% 🟢 Est. $3.80 🔴 https://t.co/85tzhKsGOT"
X Link 2026-02-10T21:06Z 37.2K followers, [----] engagements
"Dassault Systemes $DSY Q4 [--] results Revenue 1.68B Q4 [--] 1.75B -4% 🔴 Est. 1.76B miss 🔴 EPS [----] Q4 [--] [----] +10% 🟢 Est. [----] beat 🟢"
X Link 2026-02-11T08:06Z 37.2K followers, [----] engagements
"Norbit $NORBT Q4 [--] results Revenue 791M NOK Q4 [--] 556M NOK +42% 🟢 Est. 846M NOK miss 🔴 EPS [----] NOK Q4 [--] [----] NOK +23% 🟢 Est. [----] NOK miss 🔴"
X Link 2026-02-11T08:17Z 37.2K followers, [----] engagements
"Vertiv $VRT Q4 [--] results Revenue $2880M Q4 [--] $2346M +23% 🟢 Est. $2889M miss 🔴 EPS $1.14 Q4 [--] $0.38 +200% 🟢 Est. $1.16 miss 🔴"
X Link 2026-02-11T21:26Z 37.2K followers, [----] engagements
"@invest_Moulin [---] ou [---] ahah"
X Link 2026-02-12T10:54Z 37.2K followers, [---] engagements
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