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# ![@RichardWedekin1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4601827937.png) @RichardWedekin1 Wede

Novo Nordisk ($NVO) and Copart ($CPRT) are seeing significant attention due to their strong fundamentals and potential buying opportunities after recent drawdowns. Several analysts are optimistic about $NVO, citing its double-digit revenue growth over XX quarters and impressive financials. Meanwhile, $CPRT is noted for its history of bouncing back from corrections, with its stock near the 200-day simple moving average, which often acts as support.

### Engagements: XXXXX [#](/creator/twitter::4601827937/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:interactions.svg)

- X Week XXXXXX +26%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1,238%
- X Year XXXXXXXXX +2,231%

### Mentions: XX [#](/creator/twitter::4601827937/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:posts_active.svg)

- X Week XX +7.30%
- X Month XXX -XXXX%
- X Months XXX +112%
- X Year XXXXX +219%

### Followers: XXXXX [#](/creator/twitter::4601827937/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:followers.svg)

- X Week XXXXX +0.42%
- X Month XXXXX +2.40%
- X Months XXXXX +487%
- X Year XXXXX +419%

### CreatorRank: XXXXXXX [#](/creator/twitter::4601827937/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4601827937/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXX% [automotive brands](/list/automotive-brands)  XXX%

**Social topic influence**
[$fi](/topic/$fi) #14, [over the](/topic/over-the) 3.52%, [$pmrty](/topic/$pmrty) #4, [has been](/topic/has-been) 2.82%, [$nvo](/topic/$nvo) #108, [$bhf](/topic/$bhf) #6, [stocks](/topic/stocks) 2.11%, [$vrsk](/topic/$vrsk) #6, [$nvda](/topic/$nvda) #906, [$googl](/topic/$googl) XXXX%

**Top accounts mentioned or mentioned by**
[@gabgrowth](/creator/undefined) [@qualityinvest5](/creator/undefined) [@finchatio](/creator/undefined) [@firedupwealth](/creator/undefined) [@chamath](/creator/undefined) [@cathiedwood](/creator/undefined) [@saylor](/creator/undefined) [@tacticzh](/creator/undefined) [@sleepwellcap](/creator/undefined) [@winrintern](/creator/undefined) [@unusualwhales](/creator/undefined) [@crsrbl1](/creator/undefined) [@siyul](/creator/undefined) [@grok](/creator/undefined) [@thetechinvest](/creator/undefined) [@mmatters22596](/creator/undefined) [@jack](/creator/undefined) [@wolffinancial](/creator/undefined) [@gspier](/creator/undefined) [@deepicevalue](/creator/undefined)

**Top assets mentioned**
[Fiserv, Inc. (FI)](/topic/$fi) [Novo-Nordisk (NVO)](/topic/$nvo) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [ZELA (ZELA)](/topic/$zela) [Davita Inc (DVA)](/topic/$dva) [Synchrony Financial (SYF)](/topic/$syf) [AutoNation, Inc. (AN)](/topic/$an) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Bitcoin (BTC)](/topic/bitcoin) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Copart, Inc. (CPRT)](/topic/$cprt) [Robert Half International Inc (RHI)](/topic/$rhi) [Arista Networks Inc (ANET)](/topic/$anet) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Metadium (META)](/topic/$meta) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [SafeMoon (SFM)](/topic/$sfm) [ZigZag (ZZ)](/topic/$zz) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Sygnum FIUSD Liquidity Fund (FIUSD)](/topic/$fiusd) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Constellation Energy Corp (CEG)](/topic/$ceg) [Energy Transfer, LP. (ET)](/topic/$et) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Atkore Inc. (ATKR)](/topic/$atkr) [Xerox Holdings Corporation Common Stock (XRX)](/topic/$xrx) [Zscaler Inc (ZS)](/topic/$zs) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Okta Inc (OKTA)](/topic/$okta) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Hasbro, Inc. (HAS)](/topic/$has) [Klarna Group (KLAR)](/topic/klarna) [Gold (XAU)](/topic/$xau) [SPDR GOLD ETF (GLD)](/topic/$gld) [GrabCoinClub (GC)](/topic/$gc) [Brunswick Corporation (BC)](/topic/$bc) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Morningstar, Inc. (MORN)](/topic/$morn) [Gartner Inc (IT)](/topic/$it) [Carvana Co. (CVNA)](/topic/$cvna) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu) [Ferrari N.V. (RACE)](/topic/$race) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Check Point Software Technologies Ltd (CHKP)](/topic/$chkp) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl)
### Top Social Posts [#](/creator/twitter::4601827937/posts)
---
Top posts by engagements in the last XX hours

"@QualityInvest5 $FI is $PYPL in 2022"  
[X Link](https://x.com/RichardWedekin1/status/1977610366776750169) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-13T05:40Z 4035 followers, XXX engagements


"$SFM This is what happens when you buy a stock that has moved too far ahead of its 200D SMA Yes in some cases like with $PLTR it doesnt matter but we get healthy corrections most of the time. After such a rise in share price investors simply want to realize their profits Renaissance started selling their shares in Q1/25 and they sold more in Q2 Its also logically no coincidence that the growth concerns arise after the stock has 10x More Downside in sight but $XX looks like a nice target Great Business after all They keep buying back a lot of shares"  
[X Link](https://x.com/RichardWedekin1/status/1972380379437760960) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-28T19:18Z 4033 followers, 1808 engagements


"Yes other companies like $ZELA want a piece of the pie. That's understandable. But $NVO is the market leader. The stock has halved. A heavy overreaction and a gift to investors The bottom is zero but it's already a bargain here"  
[X Link](https://x.com/RichardWedekin1/status/1899759076411674879) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-03-12T09:47Z 4034 followers, XXX engagements


"The Sky is the Limit ☁ Zinzino AB  $ZZ is now a XX Bagger over the last X Years if you measure from 2022 bottom 📈"  
[X Link](https://x.com/RichardWedekin1/status/1940751059875778768) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-07-03T12:34Z 4033 followers, XXX engagements


"Gun to my Head $VKTX over $ZELA"  
[X Link](https://x.com/RichardWedekin1/status/1947333503130988843) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-07-21T16:31Z 4034 followers, 1539 engagements


"Fiserv $FI is on track to erase all the gains of the last X Years The company reported Q2/25 Earnings today 📑 If you as a European investor bought at the local peak you have now lost nearly XX% of your Money 📉 So Investors do not like $FIUSD"  
[X Link](https://x.com/RichardWedekin1/status/1948013595226419370) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-07-23T13:33Z 4030 followers, 3628 engagements


"Wild Year for Hubspot $HUBS 🎢"  
[X Link](https://x.com/RichardWedekin1/status/1955998245118751028) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-14T14:21Z 4040 followers, 1190 engagements


"DaVita $DVA is a Buyback Monster The company has reduced the number of outstanding shares by XX% from 209M to 71.5M Thats a CAGR of XXXX% The current Buyback Yield is XXXX% This makes it clear why Buffett loves the stock"  
[X Link](https://x.com/RichardWedekin1/status/1961328499928547643) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-29T07:22Z 4041 followers, XXX engagements


"The AI Value Chain 🤖 X. Energy generation The basis for everything No AI without electricity ⚡ $CEG Constellation Energy $ET Energy Transfer $GNRC Generac (And many more) X. Design IP & Tooling (Pre-Fabrication Layer) The intellectual basis of every AI chip architecture: $SNPS Synopsys $CDNS Cadence $ARM Arm Holdings X. Manufacturing & Lithography The physical implementation of the designs: $ASML ASML $TSM TSMC $INTC Intel X. Semiconductors & Chips The actual AI accelerators: GPUs TPUs ASICs $NVDA Nvidia $AMD Advanced Micro $AVGO Broadcom $MRVL Marvell X. Compute & Cloud Infrastructure AI"  
[X Link](https://x.com/RichardWedekin1/status/1966187937332166664) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-11T17:11Z 4035 followers, XXX engagements


"The Big BuyBack Overview I added the following Buyback Monsters Atkore $ATKR Xerox $XRX Davita $DVA Davita reduced its share count by XX% over the last X years scoring a XXXX% reduction on average. Berkshire is the biggest Shareholder"  
[X Link](https://x.com/RichardWedekin1/status/1970509714879365387) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-23T15:25Z 4041 followers, 1249 engagements


"Its now or never for Atlassian $TEAM"  
[X Link](https://x.com/RichardWedekin1/status/1973147209568080160) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-30T22:05Z 4037 followers, 3216 engagements


"$TEAM If I would be a person who wanted to buy shares of Atlassian I would load up right here (Prepare mentally for liquidity grabs)"  
[X Link](https://x.com/RichardWedekin1/status/1973436575095857352) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-01T17:15Z 4037 followers, 2143 engagements


"$ABCL There are a lot of beaten down biotech stocks out there 📉 But with AbCellera we have a company where the Founder is the CEO and also the largest Shareholder Dr. Carl Hansen owns 1/5 of the company"  
[X Link](https://x.com/RichardWedekin1/status/1973645490588696602) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-02T07:05Z 4033 followers, 4672 engagements


"There are so many interesting Cybersecurity Companies out there: X. $S X. $ZS X. $CYB X. $OKTA X. $ATEN X. $TENB X. $QLYS X. $CYR etc. But people on this platform only focus on $RBRK Check SBC and Valuation please 🔎"  
[X Link](https://x.com/RichardWedekin1/status/1975477251627229278) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-07T08:24Z 4034 followers, XXX engagements


"@GabGrowth No please not. Im here because I dont want so see infos about football. All the other man are allready like this"  
[X Link](https://x.com/RichardWedekin1/status/1976554745298039141) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-10T07:45Z 4032 followers, XXX engagements


"$TNIE x $HAS Tonies is expanding its cooperation with Hasbro 🤝 The company is expanding its Tonieplay portfolio in 2026 with three Hasbro Games titles including Monopoly 🏦"  
[X Link](https://x.com/RichardWedekin1/status/1977029838507852138) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-11T15:13Z 4035 followers, XXX engagements


"I still use PayPal like I did over the last XX Years. I like it There is no data that shows that Cash App gets used more often than PayPal/Venmo. Why should I use a credit card PayPal is free. Bad credit score/broke people use Klarna thats why the ticker gets delisted somewhere in the future. The Stock is cheap the company produces high FCF and buys back XX% of the company per year. The new CEO pushes for Growth. Its a contrarian bet and easy to understand. Simply the perfect mix. But I understand why People who only see Hypergrowth stocks dont get the point here"  
[X Link](https://x.com/RichardWedekin1/status/1977618920094814289) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-13T06:14Z 4035 followers, 2279 engagements


"$ASML Q3/25 is out 📑 Our partnership with Mistral AI allows us to embed AI across our entire holistic portfolio in order to increase the performance and productivity of our systems and the yield of our customers' processes. On the market side we have seen continued positive momentum around investments in AI and have also seen this extending to more customers both in leading-edge Logic and advanced DRAM. CEO Christhophe Fouquet"  
[X Link](https://x.com/RichardWedekin1/status/1978330515947114956) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-15T05:22Z 4033 followers, 1023 engagements


"$WLN / $WLN.PA Is there a Price so low that Worldline is a Buy for you Simply because its too cheap"  
[X Link](https://x.com/RichardWedekin1/status/1978574867432673373) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-15T21:33Z 4031 followers, 1203 engagements


"@jack crypto is not bitcoin"  
[X Link](https://x.com/RichardWedekin1/status/1979920647443673302) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-19T14:40Z 4033 followers, XX engagements


"$XAU / $GLD / $GC Gold does not provide cash flow interest or dividends; it cannot be eaten fed to chickens or even used as building material. So why is it so expensive Gold owes its price to its scarcity it is almost impossible to artificially produce. If the Earth were covered in gold it would have no value. The same applies to Bitcoin. In essence the scarcity fallacy only works through social proof. If you were the only person in the world who valued gold because of its scarcity the gold price would still be zero so two errors of thought are fertilizing each other. Rolf Dobelli Key"  
[X Link](https://x.com/RichardWedekin1/status/1979994128147505286) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-19T19:32Z 4035 followers, XXX engagements


"@WOLF_Financial Debeka/Trade Republic/Flatex/Bison"  
[X Link](https://x.com/RichardWedekin1/status/1980345944509161763) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-20T18:50Z 4034 followers, XXX engagements


"Why Pop Mart $PMRTY is a Buy in my eyes A short Thread 🧵"  
[X Link](https://x.com/RichardWedekin1/status/1952034973570973931) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-03T15:52Z 4033 followers, 2126 engagements


"Pop Mart $PMRTY reported Earnings on Tuesday 📑🧸 Now everyone can see the Labubu effect: Revenue increased by XXX% Y/Y Profit increased by incredible XXX% Y/Y 🚀🚀 FCF exploded and the cash balance is almost twice as high as total liabilities now"  
[X Link](https://x.com/RichardWedekin1/status/1958455531061879122) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-21T09:05Z 4032 followers, 1038 engagements


"50000 for a T-Shirt Yeah now I know why $BCU $BC"  
[X Link](https://x.com/RichardWedekin1/status/1962616206805848190) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-01T20:39Z 4033 followers, XXX engagements


"Pop Mart Update 🧸 $PMRTY Even a month later the store in Berlin is still full of people They are standing in line even outside even though it's raining. The hype is not over yet. All profits that appear in the next report. Bullish"  
[X Link](https://x.com/RichardWedekin1/status/1963935516971151729) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-05T12:01Z 4033 followers, XXX engagements


"Today I share my analysis on Novo Nordisk $NVO with you The stock has been heavily debated lately and its understandable why: its rare for a market leader to lose XX% of its market value in just one year The Big Thread:"  
[X Link](https://x.com/RichardWedekin1/status/1916551325921259981) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-04-27T17:53Z 4035 followers, 580.5K engagements


"Another Name on my Superior List is Intuitive Surgical $ISRG I would love to see Mr. Market offering the stock at $XXX Its a hidden AI Play and a true quality company for me. Currently not cheap but its starting to look interesting"  
[X Link](https://x.com/RichardWedekin1/status/1963299305025913135) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-03T17:53Z 4035 followers, 3507 engagements


"Lets talk about Buybacks You know I like $PLUS for them But $SYF and $BHF managed it to buy back more than XX% of theire own shares over the last X years $AN is on a whole nother level Mohnish Pabrai bought it in Q2 What would you add"  
[X Link](https://x.com/RichardWedekin1/status/1963876501394161989) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-05T08:06Z 4035 followers, 3471 engagements


"$VRSK Lets say 10%-15% more Downside we both know that we dont get a bigger Drawdown on Verisk here. This simply isnt the type of stock that crashes XX% because of Sentiment Weakness"  
[X Link](https://x.com/RichardWedekin1/status/1968795555418472801) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-18T21:53Z 4035 followers, XXX engagements


"Rough Year for Rating/Analytics Companies like $FDS $MORN and $IT The AI Impact"  
[X Link](https://x.com/RichardWedekin1/status/1968800479862726932) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-18T22:13Z 4035 followers, XXX engagements


"$BHF Is it just me or is Brighthouse Financial unreasonably cheap"  
[X Link](https://x.com/RichardWedekin1/status/1963570100436398198) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-04T11:49Z 4034 followers, 4350 engagements


"Nr. X Buy in Q3/25 so far: Fiserv $FI"  
[X Link](https://x.com/RichardWedekin1/status/1979258050331529402) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-17T18:47Z 4035 followers, 1103 engagements


"$BYND is up another XX% in pre-market trading 📈 Short interest is still very high (50%) So this could evolve to a $CVNA Event"  
[X Link](https://x.com/RichardWedekin1/status/1980613442370248880) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-21T12:33Z 4033 followers, 1017 engagements


"With Gold Price at Record Highs I would also watch Umicore $UMI The Chart looks great again"  
[X Link](https://x.com/RichardWedekin1/status/1978471506519945700) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-15T14:42Z 4033 followers, XXX engagements


"$NBIS brings the new $NVDA Blackwell technology to Israel 🤖 The Company emphasizes that the infrastructure is fully operated in Israel which takes into account both regulatory requirements and data sovereignty With this move Nebius aims to strengthen Israel as a key location for AI innovation while expanding its position as a global provider of cloud and AI infrastructure 🌍☁"  
[X Link](https://x.com/RichardWedekin1/status/1980277630176797047) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-20T14:19Z 4034 followers, 10.1K engagements


"Aquamarine Capital Q3/25 📑🔎 @GSpier shows us the art of doing nothing again The only change in the portfolio is the sale of XX% of the $MU position as the stock has recently risen sharply. No change in $RACE or $AMR"  
[X Link](https://x.com/RichardWedekin1/status/1980281208450764939) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-20T14:33Z 4034 followers, 1518 engagements


"Intuitive Surgical $ISRG is up XX% after market close after a big earnings beat 📈"  
[X Link](https://x.com/RichardWedekin1/status/1980732904985460844) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-21T20:28Z 4035 followers, XXX engagements


"A list of Quality Companys which are facing strong Drawdowns over the last few months 📉 X. Copart $CPRT X. Verisk $VRSK X. Chipotle $CMG X. Old Dominon $ODFL X. Check Point $CHKP"  
[X Link](https://x.com/RichardWedekin1/status/1950608021295694305) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-07-30T17:22Z 4034 followers, 1797 engagements


"Pop Mart $PMRTY continues its upward movement after a successful breakout 📈 The stock has risen by XXX% over the past year Pop Mart even surpassed $PLTR which was able to increase by XXX% Labubus now outperforming everything"  
[X Link](https://x.com/RichardWedekin1/status/1960304834013188328) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-26T11:34Z 4034 followers, XXX engagements


"$VRSK Watch out for $230"  
[X Link](https://x.com/RichardWedekin1/status/1967988135067103588) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-16T16:25Z 4034 followers, 1421 engagements


"The Job Market is so bad Robert Half is approaching Covid-Bottom Prices We talk about a 12-Year Support Zone $RHI"  
[X Link](https://x.com/RichardWedekin1/status/1970605290753343917) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-09-23T21:44Z 4034 followers, XXX engagements


"The return of hydrogen stocks $PLUG / $BLDP / $ITM / $NEL"  
[X Link](https://x.com/RichardWedekin1/status/1975117449143148742) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-06T08:34Z 4035 followers, 1579 engagements


"$TW I would love to see -50%"  
[X Link](https://x.com/RichardWedekin1/status/1975427511233486938) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-07T05:06Z 4035 followers, XXX engagements


"$ANET Since Q2/25 Arista Networks (one of my favorite quality stocks) has been Steve Cohen's fourth-largest position. He took advantage of the Drawdown and bought X million shares. One of his largest acquisitions of Arista Shares"  
[X Link](https://x.com/RichardWedekin1/status/1976172979286573232) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-09T06:28Z 4034 followers, XXX engagements


"@DeepIceValue Selling $AMD and $GOOGL to buy $UPS and $UNH is the dumbest thing I have seen today"  
[X Link](https://x.com/RichardWedekin1/status/1978158349947441450) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-14T17:57Z 4033 followers, XXX engagements


"$ANET ⚔ $NVDA Meta plans to use Nvidia's Spectrum-X Ethernet switches in its AI data centers and no longer rely exclusively on Arista Networks Arista has been a leading provider of network switches for hyperscalers like $META and $GOOGL Meta's decision to choose Nvidia over Arista has led to a decline in Arista's share price today 📈📉 Spectrum-X is part of Nvidia's vision to deliver AI infrastructure holistically not just GPUs but also network components Strong competition for Arista Great News for Nvidia Not so great News for Arista However $ANET remains the market leader shows impressive"  
[X Link](https://x.com/RichardWedekin1/status/1977809754287452631) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-13T18:52Z 4034 followers, XXX engagements


"Eurofins Scientific $EUFI makes up XXX% of the Sequoia Fund managed by Ruane Cunniff & Goldfarb. This is a new position since Q1/25 So the Managers belive in Cup and Handle Patterns dont they #CupandHandle #StocksToWatch"  
[X Link](https://x.com/RichardWedekin1/status/1938647069117288719) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-06-27T17:14Z 4033 followers, XXX engagements


"You can buy $RHI now to prices first seen XX Years ago"  
[X Link](https://x.com/RichardWedekin1/status/1950583708890628354) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-07-30T15:46Z 4035 followers, XXX engagements


"Texas Pacific Land $TPL was up XXXXX% from its 2020 Covid Low 📈 Now the Stock is down XX% 📉 $TPL makes up XX% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. X stock that I would like to see fall another 10%. Im highly interested"  
[X Link](https://x.com/RichardWedekin1/status/1955756839309832553) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-13T22:22Z 4035 followers, 2530 engagements


"Highest Quality Businesses on 🌎 (Not in order) Mercado Libre $MELI Fair Isaac $FICO Equifax $EFX American Express $AXP Texas Pacific Land $TPL Alphabet $GOOGL Fortinet $FTNT Novo Nordisk $NVO Copart $CPRT Constellation Software $CSU Taiwan Semi $TSM Advanced Micro $AMD Adobe $ADBE Meta Platforms $META Black Rock $BLK Visa $V ASML $ASML Nvidia $NVDA Broadcom $AVGO Palo Alto Networks $PANW Intuitive Surgical $ISRG MSCI $MSCI Moodys $MCO Apple $AAPL Mastercard $MA Arista Networks $ANET Nasdaq $NDAQ Intercontinental Exchange $ICE S&P Global $SPGI Microsoft $MSFT Cadence Design $CDNS Eli Lilly"  
[X Link](https://x.com/RichardWedekin1/status/1959561727718142263) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-08-24T10:21Z 4033 followers, 43.5K engagements


"$FI The Stock of Fiserv went from XXX to XX in less than a year. From beeing up +26.36% to beeing down -XXXXX% in X Months Practically the stock has been dead money for five years now. Simply incredible and frightening at the same time. Mr. Market 📈📉"  
[X Link](https://x.com/RichardWedekin1/status/1979082008274915412) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-17T07:08Z 4033 followers, XXX engagements


"So you bought $TMQ a company with no revenue at a $1.8B valuation after the stock went up 1600% in one year"  
[X Link](https://x.com/RichardWedekin1/status/1979087665019367460) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-17T07:30Z 4035 followers, 1340 engagements


"Olstein Capital Management Q3/25 📑🔎 AUM $530M Important Buys $RAL +433% $FI +84% $ADBE +52% $BRKb +45% $SPGI +44% Important Sells $GS -XX% $GOOG -XX% $UNH -XX% So Olstein was a buyer of Fiserv and Adobe but sold United Health. Agreed"  
[X Link](https://x.com/RichardWedekin1/status/1980855541447434415) [@RichardWedekin1](/creator/x/RichardWedekin1) 2025-10-22T04:35Z 4035 followers, XXX engagements