[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SuEricGP Eric García Eric García posts on X about $goog, $googl, goog, googl the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1479921688540172288/interactions)  - X Week XXXXX +139% - X Month XXXXXX -XX% - X Months XXXXXXX +179% - X Year XXXXXXX +295% ### Mentions: XX [#](/creator/twitter::1479921688540172288/posts_active)  - X Week XX +3.50% - X Month XX +1.30% - X Months XXX +219% - X Year XXX +930% ### Followers: XXX [#](/creator/twitter::1479921688540172288/followers)  - X Week XXX +2.80% - X Month XXX +7% - X Months XXX +149% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1479921688540172288/influencer_rank)  ### Social Influence [#](/creator/twitter::1479921688540172288/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [travel destinations](/list/travel-destinations) XXX% [social networks](/list/social-networks) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% **Social topic influence** [$goog](/topic/$goog) 9.64%, [$googl](/topic/$googl) 9.64%, [goog](/topic/goog) 8.43%, [googl](/topic/googl) 7.23%, [$mcpa](/topic/$mcpa) 6.02%, [evo](/topic/evo) 4.82%, [$amd](/topic/$amd) 4.82%, [$evvty](/topic/$evvty) 4.82%, [$evo](/topic/$evo) 4.82%, [$pypl](/topic/$pypl) XXXX% **Top accounts mentioned or mentioned by** [@trader_gu](/creator/undefined) [@tradergu](/creator/undefined) [@dividenddudex](/creator/undefined) [@teechongyen](/creator/undefined) [@zacharygilula](/creator/undefined) [@epicrates1](/creator/undefined) [@vecinoinversor](/creator/undefined) [@thetikr](/creator/undefined) [@mmmtwealth](/creator/undefined) [@ashton1nvests](/creator/undefined) [@indepenrentista](/creator/undefined) [@dividenddude_x](/creator/undefined) [@joineaves](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Advanced Micro Devices (AMD)](/topic/$amd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Elevance Health Inc (ELV)](/topic/$elv) [UnitedHealth Group (UNH)](/topic/$unh) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Merit Circle (MC)](/topic/$mc) [Concentrix Corporation Common Stock (CNXC)](/topic/$cnxc) [Crocs, Inc. (CROX)](/topic/$crox) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vertex Protocol (VRTX)](/topic/$vrtx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts [#](/creator/twitter::1479921688540172288/posts) --- Top posts by engagements in the last XX hours "Personal Portfolio Holdings I value transparency above all else. XX% or my portfolio is concentrated in X companies. $PYPL $MNSO $GOOG $GOOGL $EVO $EVVTY $AMD The remaining companies can be categorized as follows: Contrarian positions $UNH $CNXC Awaiting for growth recovery (with great buybacks) $MC.PA $MC $CROX Growth acceleration $TMDX Quality companies (adjust weight as needed) $KNSL $NVDA $DNP Interesting new positions $ASML $NVO $OSCR Do you own any of these What would you change"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1946284503384650164) 2025-07-18 19:02:40 UTC XXX followers, 1903 engagements "Ever wondered how Xilinx FPGAs supercharge $AMD strategy It's all about adaptive computing - FPGAs are reprogrammable chips bringing unparalleled flexibility to AMD's portfolio. - They unlock high-margin opportunities in critical sectors like defense telecom infrastructure (think 5G) and cutting-edge edge AI applications. - By integrating Xilinx IP into future accelerators AMD is poised for improved performance and significant differentiation pushing innovation boundaries. How do you see this strategic integration impacting AMD's long-term market position"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1943698911698325544) 2025-07-11 15:48:27 UTC XXX followers, XXX engagements "Portfolio Update 💼 It has been a while since I posted my last update. I sincerely apologize for the delay. Not every investment has been a success. Moves Made in the Last X Months - Exit $NA9 (#NA9): I held this stock because it promised recovery and growth acceleration. However after holding it for a year and a half I completely lost confidence in their ability to regain growth. - Exit $TEP ($TEP.PA): I decided to sell after being thoroughly disappointed with their poor guidance and lack of commitment to returning value to shareholders through buybacks. It seems they have no intention of"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1946277709484548571) 2025-07-18 18:35:40 UTC XXX followers, XXX engagements "🛠 AI Integrated Across Google Products AI is deeply integrated enhancing existing products and enabling entirely new experiences. Video Generation: Veo X their "state of the art video generation model" has been a viral hit with over XX MILLION videos generated since May. Photo to Video: A new feature in the Gemini app (rolling out to Google Photos) allows users to turn photos into videos. Android & Pixel: New Android and AI features are available on Samsung's latest devices. The Pixel 9a launched with Gemini Live and AI-powered camera features with Gemini Live screen sharing rolling out to"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391162105954465) 2025-07-24 14:33:47 UTC XXX followers, XX engagements "Do you see $GOOG $GOOGL continuing its robust growth trajectory I do. If you enjoyed this thread: X. Follow me @SuEricGP for more of these X. RT the tweet below to share this thread with your audience"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391174139420764) 2025-07-24 14:33:49 UTC XXX followers, XXX engagements "$MSFT keeps breaking its ATH. It seems to be entering the overbought zone. Is it time to sell Should you hold onto your winners Both options are valid. While its an incredible company I also believe its becoming concerning that it might not be fairly valued anymore"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1945173791362969619) 2025-07-15 17:29:06 UTC XXX followers, XXX engagements "🚀 Breaking Down Alphabet's Q2 XX Earnings Did $GOOG $GOOGL just set the bar for the tech world this quarter AI is positively impacting "every part of the business driving strong momentum". Let's dive in 🧵"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391099736666223) 2025-07-24 14:33:32 UTC XXX followers, XXX engagements "Here are XX interesting companies at the current price: $UNH $TSM $EVO $EVVTY $MC.PA $LVMH #LVMH $PYPL $GOOG $MEDP $MNSO $KNSL $ELV"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1924473994872279511) 2025-05-19 14:35:30 UTC XXX followers, 1591 engagements "🤖 Waymo Scaling the Future Alphabet's autonomous driving continues its strategic expansion while "Other Bets" focuses resources on high-potential ventures. Waymo Scaling: Continues to scale and expand safely serving more riders in more places. Geographic Expansion: Launched in Atlanta more than doubled its Austin service territory and expanded Los Angeles and San Francisco Bay Area territories by 50%. New Users: Launched teen accounts starting with riders aged XX to XX in Phoenix. Mileage Milestone: The Waymo Driver has now autonomously driven over XXX MILLION miles on public roads Testing &"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391145509114167) 2025-07-24 14:33:43 UTC XXX followers, XX engagements "Alphabet's Q2 results just dropped and they crushed revenue expectations with +14% YoY growth to $96.43B The big story AI 🤖 Alphabet is significantly increasing its full-year capital expenditure forecast to $85B (from $75B) to fuel its massive AI ambitions. This investment signals their commitment to leading the AI frontier with CEO Sundar Pichai noting AI is "positively impacting every part of the business." Cloud revenues +32% and operating income +14% to $31.27B. However FCF slipped to $5.3B amidst heavier investments. What's your take To me it is clear; I'm happy they invest more than"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948416796765110569) 2025-07-24 16:15:38 UTC XXX followers, XX engagements "3 of my top X positions are still negative YTD (not portfolio return). Last year we had: $PYPL above $XX $MNSO above $XX $GOOG above $XXX Nothing has changed in these companies. I'm optimistic and confident that sooner or later we will return to that point again. $AMD and $EVO $EVVTY still have a great upside potential. Do you disagree with my investments"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1947332527896899800) 2025-07-21 16:27:08 UTC XXX followers, XXX engagements "Our largest holding $PYPL has the potential to generate over XX% CAGR over the next X to X years"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948035530517594599) 2025-07-23 15:00:37 UTC XXX followers, 2033 engagements "☁ Google Cloud's Explosive Growth & Profitability Cloud is a standout performer fueled by AI demand and strategic product differentiation. Revenue: $13.6B +32% YoY increase Annual Revenue Run-Rate: Now exceeds $XX BILLION. Operating Income: Increased to $2.8B. Operating Margin: Dramatically improved from XXXX% to 20.7%. Backlog: Increased +18% sequentially in Q2 and +38% YoY reaching a robust $XXX BILLION. Deal Wins: Number of deals over $250M doubled YoY. Signed the same number of $1B+ deals in H1 2025 as all of 2024 Customer Growth: New GCP customers increased by +28% QoQ. Gemini Usage:"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391135577002029) 2025-07-24 14:33:40 UTC XXX followers, X engagements "$GOOG $GOOGL Q2 Earnings 🚨 - Q2 GAAP EPS: $XXXX (+$0.12) - Revenue: $96.43B (+13.8% Y/Y beats by $2.45B; +14% YoY or +13% CC) - Rev. growth driven by Google Search YouTube ads subs platforms Devices GCP - Google Services rev.: $82.5B (+12%) - GCP rev.: $13.6B (+32%) led by GCP core AI infra Gen AI - Earnings & Revenue beat ests by X% & X% These are great results double-digit growth. It is my 3rd highest holding. And you"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948165460442137075) 2025-07-23 23:36:55 UTC XXX followers, XXX engagements "Today winners and losers What you believe are more stable industries are underperforming 🥲 WINNERS $AMD $GOOG $GOOGL $NVDA $EVO $EVVTY $ELV LOSERS $MEDP $VRTX $MC.PA #LVMH $LVMH $TEP $TEP.PA $KNSL"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1922686076155490792) 2025-05-14 16:10:56 UTC XXX followers, 1681 engagements "📈 Outlook Alphabet is pleased with the business momentum expecting continued growth despite some headwinds and has strong confidence in its AI investments. Revenue Outlook: Positive overall momentum. Possible tailwind from FX rates in Q3. Advertising Headwinds: Affected by lapping strong financial services performance in 2024 and significant U.S. election spend in H2 2024. Cloud Capacity: Despite increased investment expect a "tight demand supply environment" going into 2026 for cloud products. Expenses: Depreciation is expected to accelerate further in Q3 due to increased CapEx. Headcount"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391170377187476) 2025-07-24 14:33:49 UTC XXX followers, XX engagements "$LVMH $MC.PA has shown resilience following its earnings release with the stock rising 4%. This could very well indicate a turnaround in the stock trend. I'm considering increasing my stake here. Are you in"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948789400915325030) 2025-07-25 16:56:14 UTC XXX followers, XXX engagements "🧠 Gemini & Beyond Alphabet is leading the AI frontier shipping at an incredible pace with Gemini at the forefront. Gemini XXX Family: Continues to expand providing "industry-leading performance" in nearly every major benchmark. Includes improvements to the popular Flash model and the debut of an "extremely fast flashlight" version. DeepThink Breakthrough: An advanced version of Gemini with DeepThink achieved "gold medal level performance" in the International Math Olympiad coming soon to users Developer Traction: X MILLION developers have now built with Gemini. Usage Surge: Processed over"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948391152647909408) 2025-07-24 14:33:44 UTC XXX followers, X engagements "$MC.PA #LVMH at $XXX has the potential to deliver annual returns of XX% based on the following conservative assumptions: - P/E ratio of 22x - Dividend yield of X% - Annual revenue growth of X% LVMH is a holding in both of my portfolios. What do you think about this company"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1945498800077856864) 2025-07-16 15:00:34 UTC XXX followers, XXX engagements "Wow this is extremely bullish for $ELV The healthcare sector is depressed. One of the heavens in though times. Too ironic. $ELV has dropped XX% in the last XX months. It is at 52W bottom and valued at 7x FWD P/E. Are you buying here"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1946286482509234501) 2025-07-18 19:10:32 UTC XXX followers, XXX engagements "I don't know you but a +32% growth in Google Cloud is insane. AI investments are obviously paying off. Google demonstrates itself as a leader in AI for cloud services. I'm long $GOOG $GOOGL 3rd highest holding"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1948443954984210542) 2025-07-24 18:03:33 UTC XXX followers, XXX engagements "When will investors realize that $ADBE is far from dead In fact Firefly is an excellent tool for generating professional designs. I understand the concerns about AI not driving significant growth. The ARR from AI is currently in the low single digits. However revenues are still growing and they top margins in the entire mega-cap sector. With a top-tier CEO and a strong cash flow the company is in great shape. What could go wrong here The listing of Figma might also impact sentiment towards $ADBE but I really love it at its current valuation. Are you buying"  [@SuEricGP](/creator/x/SuEricGP) on [X](/post/tweet/1946610719799316718) 2025-07-19 16:38:56 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SuEricGP Eric García
Eric García posts on X about $goog, $googl, goog, googl the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +139%
- X Month XXXXXX -XX%
- X Months XXXXXXX +179%
- X Year XXXXXXX +295%
Mentions: XX #
- X Week XX +3.50%
- X Month XX +1.30%
- X Months XXX +219%
- X Year XXX +930%
Followers: XXX #
- X Week XXX +2.80%
- X Month XXX +7%
- X Months XXX +149%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% travel destinations XXX% social networks XXX% cryptocurrencies XXX%
Social topic influence $goog 9.64%, $googl 9.64%, goog 8.43%, googl 7.23%, $mcpa 6.02%, evo 4.82%, $amd 4.82%, $evvty 4.82%, $evo 4.82%, $pypl XXXX%
Top accounts mentioned or mentioned by @trader_gu @tradergu @dividenddudex @teechongyen @zacharygilula @epicrates1 @vecinoinversor @thetikr @mmmtwealth @ashton1nvests @indepenrentista @dividenddude_x @joineaves
Top assets mentioned Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Elevance Health Inc (ELV) UnitedHealth Group (UNH) Medpace Holdings, Inc. Common Stock (MEDP) Kinsale Capital Group, Inc. (KNSL) Merit Circle (MC) Concentrix Corporation Common Stock (CNXC) Crocs, Inc. (CROX) TransMedics Group, Inc. Common Stock (TMDX) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Vertex Protocol (VRTX) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE)
Top Social Posts #
Top posts by engagements in the last XX hours
"Personal Portfolio Holdings I value transparency above all else. XX% or my portfolio is concentrated in X companies. $PYPL $MNSO $GOOG $GOOGL $EVO $EVVTY $AMD The remaining companies can be categorized as follows: Contrarian positions $UNH $CNXC Awaiting for growth recovery (with great buybacks) $MC.PA $MC $CROX Growth acceleration $TMDX Quality companies (adjust weight as needed) $KNSL $NVDA $DNP Interesting new positions $ASML $NVO $OSCR Do you own any of these What would you change"
@SuEricGP on X 2025-07-18 19:02:40 UTC XXX followers, 1903 engagements
"Ever wondered how Xilinx FPGAs supercharge $AMD strategy It's all about adaptive computing - FPGAs are reprogrammable chips bringing unparalleled flexibility to AMD's portfolio. - They unlock high-margin opportunities in critical sectors like defense telecom infrastructure (think 5G) and cutting-edge edge AI applications. - By integrating Xilinx IP into future accelerators AMD is poised for improved performance and significant differentiation pushing innovation boundaries. How do you see this strategic integration impacting AMD's long-term market position" @SuEricGP on X 2025-07-11 15:48:27 UTC XXX followers, XXX engagements
"Portfolio Update 💼 It has been a while since I posted my last update. I sincerely apologize for the delay. Not every investment has been a success. Moves Made in the Last X Months - Exit $NA9 (#NA9): I held this stock because it promised recovery and growth acceleration. However after holding it for a year and a half I completely lost confidence in their ability to regain growth. - Exit $TEP ($TEP.PA): I decided to sell after being thoroughly disappointed with their poor guidance and lack of commitment to returning value to shareholders through buybacks. It seems they have no intention of" @SuEricGP on X 2025-07-18 18:35:40 UTC XXX followers, XXX engagements
"🛠 AI Integrated Across Google Products AI is deeply integrated enhancing existing products and enabling entirely new experiences. Video Generation: Veo X their "state of the art video generation model" has been a viral hit with over XX MILLION videos generated since May. Photo to Video: A new feature in the Gemini app (rolling out to Google Photos) allows users to turn photos into videos. Android & Pixel: New Android and AI features are available on Samsung's latest devices. The Pixel 9a launched with Gemini Live and AI-powered camera features with Gemini Live screen sharing rolling out to" @SuEricGP on X 2025-07-24 14:33:47 UTC XXX followers, XX engagements
"Do you see $GOOG $GOOGL continuing its robust growth trajectory I do. If you enjoyed this thread: X. Follow me @SuEricGP for more of these X. RT the tweet below to share this thread with your audience" @SuEricGP on X 2025-07-24 14:33:49 UTC XXX followers, XXX engagements
"$MSFT keeps breaking its ATH. It seems to be entering the overbought zone. Is it time to sell Should you hold onto your winners Both options are valid. While its an incredible company I also believe its becoming concerning that it might not be fairly valued anymore" @SuEricGP on X 2025-07-15 17:29:06 UTC XXX followers, XXX engagements
"🚀 Breaking Down Alphabet's Q2 XX Earnings Did $GOOG $GOOGL just set the bar for the tech world this quarter AI is positively impacting "every part of the business driving strong momentum". Let's dive in 🧵" @SuEricGP on X 2025-07-24 14:33:32 UTC XXX followers, XXX engagements
"Here are XX interesting companies at the current price: $UNH $TSM $EVO $EVVTY $MC.PA $LVMH #LVMH $PYPL $GOOG $MEDP $MNSO $KNSL $ELV" @SuEricGP on X 2025-05-19 14:35:30 UTC XXX followers, 1591 engagements
"🤖 Waymo Scaling the Future Alphabet's autonomous driving continues its strategic expansion while "Other Bets" focuses resources on high-potential ventures. Waymo Scaling: Continues to scale and expand safely serving more riders in more places. Geographic Expansion: Launched in Atlanta more than doubled its Austin service territory and expanded Los Angeles and San Francisco Bay Area territories by 50%. New Users: Launched teen accounts starting with riders aged XX to XX in Phoenix. Mileage Milestone: The Waymo Driver has now autonomously driven over XXX MILLION miles on public roads Testing &" @SuEricGP on X 2025-07-24 14:33:43 UTC XXX followers, XX engagements
"Alphabet's Q2 results just dropped and they crushed revenue expectations with +14% YoY growth to $96.43B The big story AI 🤖 Alphabet is significantly increasing its full-year capital expenditure forecast to $85B (from $75B) to fuel its massive AI ambitions. This investment signals their commitment to leading the AI frontier with CEO Sundar Pichai noting AI is "positively impacting every part of the business." Cloud revenues +32% and operating income +14% to $31.27B. However FCF slipped to $5.3B amidst heavier investments. What's your take To me it is clear; I'm happy they invest more than" @SuEricGP on X 2025-07-24 16:15:38 UTC XXX followers, XX engagements
"3 of my top X positions are still negative YTD (not portfolio return). Last year we had: $PYPL above $XX $MNSO above $XX $GOOG above $XXX Nothing has changed in these companies. I'm optimistic and confident that sooner or later we will return to that point again. $AMD and $EVO $EVVTY still have a great upside potential. Do you disagree with my investments" @SuEricGP on X 2025-07-21 16:27:08 UTC XXX followers, XXX engagements
"Our largest holding $PYPL has the potential to generate over XX% CAGR over the next X to X years" @SuEricGP on X 2025-07-23 15:00:37 UTC XXX followers, 2033 engagements
"☁ Google Cloud's Explosive Growth & Profitability Cloud is a standout performer fueled by AI demand and strategic product differentiation. Revenue: $13.6B +32% YoY increase Annual Revenue Run-Rate: Now exceeds $XX BILLION. Operating Income: Increased to $2.8B. Operating Margin: Dramatically improved from XXXX% to 20.7%. Backlog: Increased +18% sequentially in Q2 and +38% YoY reaching a robust $XXX BILLION. Deal Wins: Number of deals over $250M doubled YoY. Signed the same number of $1B+ deals in H1 2025 as all of 2024 Customer Growth: New GCP customers increased by +28% QoQ. Gemini Usage:" @SuEricGP on X 2025-07-24 14:33:40 UTC XXX followers, X engagements
"$GOOG $GOOGL Q2 Earnings 🚨 - Q2 GAAP EPS: $XXXX (+$0.12) - Revenue: $96.43B (+13.8% Y/Y beats by $2.45B; +14% YoY or +13% CC) - Rev. growth driven by Google Search YouTube ads subs platforms Devices GCP - Google Services rev.: $82.5B (+12%) - GCP rev.: $13.6B (+32%) led by GCP core AI infra Gen AI - Earnings & Revenue beat ests by X% & X% These are great results double-digit growth. It is my 3rd highest holding. And you" @SuEricGP on X 2025-07-23 23:36:55 UTC XXX followers, XXX engagements
"Today winners and losers What you believe are more stable industries are underperforming 🥲 WINNERS $AMD $GOOG $GOOGL $NVDA $EVO $EVVTY $ELV LOSERS $MEDP $VRTX $MC.PA #LVMH $LVMH $TEP $TEP.PA $KNSL" @SuEricGP on X 2025-05-14 16:10:56 UTC XXX followers, 1681 engagements
"📈 Outlook Alphabet is pleased with the business momentum expecting continued growth despite some headwinds and has strong confidence in its AI investments. Revenue Outlook: Positive overall momentum. Possible tailwind from FX rates in Q3. Advertising Headwinds: Affected by lapping strong financial services performance in 2024 and significant U.S. election spend in H2 2024. Cloud Capacity: Despite increased investment expect a "tight demand supply environment" going into 2026 for cloud products. Expenses: Depreciation is expected to accelerate further in Q3 due to increased CapEx. Headcount" @SuEricGP on X 2025-07-24 14:33:49 UTC XXX followers, XX engagements
"$LVMH $MC.PA has shown resilience following its earnings release with the stock rising 4%. This could very well indicate a turnaround in the stock trend. I'm considering increasing my stake here. Are you in" @SuEricGP on X 2025-07-25 16:56:14 UTC XXX followers, XXX engagements
"🧠 Gemini & Beyond Alphabet is leading the AI frontier shipping at an incredible pace with Gemini at the forefront. Gemini XXX Family: Continues to expand providing "industry-leading performance" in nearly every major benchmark. Includes improvements to the popular Flash model and the debut of an "extremely fast flashlight" version. DeepThink Breakthrough: An advanced version of Gemini with DeepThink achieved "gold medal level performance" in the International Math Olympiad coming soon to users Developer Traction: X MILLION developers have now built with Gemini. Usage Surge: Processed over" @SuEricGP on X 2025-07-24 14:33:44 UTC XXX followers, X engagements
"$MC.PA #LVMH at $XXX has the potential to deliver annual returns of XX% based on the following conservative assumptions: - P/E ratio of 22x - Dividend yield of X% - Annual revenue growth of X% LVMH is a holding in both of my portfolios. What do you think about this company" @SuEricGP on X 2025-07-16 15:00:34 UTC XXX followers, XXX engagements
"Wow this is extremely bullish for $ELV The healthcare sector is depressed. One of the heavens in though times. Too ironic. $ELV has dropped XX% in the last XX months. It is at 52W bottom and valued at 7x FWD P/E. Are you buying here" @SuEricGP on X 2025-07-18 19:10:32 UTC XXX followers, XXX engagements
"I don't know you but a +32% growth in Google Cloud is insane. AI investments are obviously paying off. Google demonstrates itself as a leader in AI for cloud services. I'm long $GOOG $GOOGL 3rd highest holding" @SuEricGP on X 2025-07-24 18:03:33 UTC XXX followers, XXX engagements
"When will investors realize that $ADBE is far from dead In fact Firefly is an excellent tool for generating professional designs. I understand the concerns about AI not driving significant growth. The ARR from AI is currently in the low single digits. However revenues are still growing and they top margins in the entire mega-cap sector. With a top-tier CEO and a strong cash flow the company is in great shape. What could go wrong here The listing of Figma might also impact sentiment towards $ADBE but I really love it at its current valuation. Are you buying" @SuEricGP on X 2025-07-19 16:38:56 UTC XXX followers, XXX engagements