# ![@SwissTPortfolio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1875995543861866496.png) @SwissTPortfolio SwissTransparentPortfolio

SwissTransparentPortfolio posts on X about $psix, ai, link, $asml the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1875995543861866496/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1875995543861866496/c:line/m:interactions.svg)

- [--] Week [-----] -69%
- [--] Month [-------] +170%
- [--] Months [-------] -8.60%
- [--] Year [-------] +12,123%

### Mentions: [--] [#](/creator/twitter::1875995543861866496/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1875995543861866496/c:line/m:posts_active.svg)

- [--] Week [--] +11%
- [--] Month [--] +69%
- [--] Months [---] -37%
- [--] Year [---] +974%

### Followers: [---] [#](/creator/twitter::1875995543861866496/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1875995543861866496/c:line/m:followers.svg)

- [--] Week [---] +0.70%
- [--] Month [---] +8.30%
- [--] Months [---] +70%
- [--] Year [---] +1,150%

### CreatorRank: [---------] [#](/creator/twitter::1875995543861866496/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1875995543861866496/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40.59% [finance](/list/finance)  34.65% [technology brands](/list/technology-brands)  20.79% [cryptocurrencies](/list/cryptocurrencies)  6.93% [automotive brands](/list/automotive-brands)  3.96% [countries](/list/countries)  3.96% [musicians](/list/musicians)  0.99% [social networks](/list/social-networks)  0.99% [celebrities](/list/celebrities)  0.99% [luxury brands](/list/luxury-brands)  0.99%

**Social topic influence**
[$psix](/topic/$psix) #7, [ai](/topic/ai) 12.87%, [link](/topic/link) 9.9%, [$asml](/topic/$asml) #107, [asml](/topic/asml) #235, [$duol](/topic/$duol) #56, [$googl](/topic/$googl) 7.92%, [$amzn](/topic/$amzn) 7.92%, [$hims](/topic/$hims) 5.94%, [if you](/topic/if-you) 5.94%

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@himshouse](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@couchinvestor](/creator/undefined) [@asymmetrix12](/creator/undefined) [@selfheavenly_](/creator/undefined) [@lowalphahighvol](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CatCoin (CAT)](/topic/$cat) [Netflix Inc (NFLX)](/topic/$nflx) [GE Vernova Inc. (GEV)](/topic/$gev) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Taiwan Semiconductor (TSM)](/topic/$tsm) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [S&P Global Inc (SPGI)](/topic/$spgi) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [General Electric Company (GE)](/topic/$ge) [Novo-Nordisk (NVO)](/topic/$nvo) [Reddit, Inc.  (RDDT)](/topic/$rddt) [T-Mobile (TMUS)](/topic/$tmus)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@alc2022 Thoughts prayers and a candle lit at the Church of St. Lisa Su. May the holy chips rise again on the next earnings call 🤣😁"  
[X Link](https://x.com/SwissTPortfolio/status/1910667015347405086)  2025-04-11T12:11Z [---] followers, [----] engagements


"$BBW: Why I believe this remains a multi-year compounder. Theyre currently serving less than 1% of their total addressable market. Strong margins no debt and multi-year secured revenue from CERKS. Still early innings. Lets break it down 👇 96% earnings growth. 77% margins. 5.5%+ yield. Zero debt. Founder-led. One of my best-performing holdings since [----] and I think its still early. Full deep dive now live🚀 https://t.co/CmvVEpYP0b 96% earnings growth. 77% margins. 5.5%+ yield. Zero debt. Founder-led. One of my best-performing holdings since [----] and I think its still early. Full deep dive"  
[X Link](https://x.com/SwissTPortfolio/status/1932510450505097497)  2025-06-10T18:49Z [---] followers, [----] engagements


"With $CAT leaning hard into generator demand one of $PSIX s key genset OEM partners and $FTAI evaluating engines as power assets the signal from the power ecosystem is getting clearer. After Q3 reset expectations $PSIX now faces a notably low bar for Q4. Put/Call ratios are cooling. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2010129225408287048 https://twitter.com/i/web/status/2010129225408287048"  
[X Link](https://x.com/SwissTPortfolio/status/2010129225408287048)  2026-01-10T23:18Z [---] followers, [---] engagements


"The world is short on power. The giants like $GEV and $CAT are full their order books stretching deep into the back half of the decade. $PSIX is the Capacity-Extension Partner growing at a clip that matches this industrial fever yet trading at a fraction of the valuation. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2018446579624181955 https://twitter.com/i/web/status/2018446579624181955"  
[X Link](https://x.com/anyuser/status/2018446579624181955)  2026-02-02T22:09Z [---] followers, 13K engagements


"Wonderful economics for hyperscalers integrators and the broader economy. $CAT $GEV $PSIX 👀 Read our latest piece to deep dive into the wonderful names receiving this CAPEX. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/anyuser/status/2019741611031142529)  2026-02-06T11:54Z [---] followers, [---] engagements


"Wonderful winter weekend to keep an eye on the valuation of the 30+ beautiful businesses in the US. Businesses with ample moats that also potentially can give opportunities to the informed investor. From the "Premium Priced" momentum of Costco $COST and Palantir $PLTR to the "Attractively Priced" compounding engines we are tracking the market is offering a fascinating mix of risk and potential. Get inside and get your report every month. Link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2015108194251559149 https://twitter.com/i/web/status/2015108194251559149"  
[X Link](https://x.com/anyuser/status/2015108194251559149)  2026-01-24T17:03Z [---] followers, 11.2K engagements


"$ASML Q4 earnings go live tomorrow and the anticipation is beautiful. With $TSM just hiking [----] capex to a massive $52-56B (up from $40.9B in 2025) the market is laser-focused on bookings mirroring this AI-driven optimism. While staying more bullish than last month is a high bar check our Swiss Portfolio to see our latest moves our updated full models and exactly what we are planning to do next. Decades of engineering depth materials expertise production know-how and iterative learning are not assets that can be copied-pasted and scaled overnight. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/anyuser/status/2016191911996858583)  2026-01-27T16:49Z [---] followers, [---] engagements


"$GE orders +74% and $CAT P&E sales +23% confirm the sector is compounding beautifully. But while peers trade at premium multiples $PSIX captures the same demand wave at a rational valuation with a conservative Q4 bar that reflects the management prudence we like. Read our latest thoughts on PSIX ahead earnings. Read us. Join us. Sleep well. ✨ Excellent snow Sunday to ski then read our updated thoughts and model on $PSIX. Will the next Q4 Earnings call signal a new beautiful spring for $PSIX Link in bio. Read us. Join us. Sleep well. ✨ https://t.co/yaaPgZ98nC Excellent snow Sunday to ski then"  
[X Link](https://x.com/anyuser/status/2017296107139670433)  2026-01-30T17:57Z [---] followers, [---] engagements


"It is beautifully mind-blowing that $ASML machines create controlled energy supernovas [-----] times per second. This brilliant Veritasium clip highlights why decades of research engineering depth materials expertise and production know-how cannot be copied-pasted overnight. That defines the ultimate beautiful moat. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2017545448232235049 https://twitter.com/i/web/status/2017545448232235049"  
[X Link](https://x.com/anyuser/status/2017545448232235049)  2026-01-31T10:28Z [---] followers, [---] engagements


"New special situation going live tomorrow. The beauty Youre not paying for the upside. Youre buying what's left of the cash and getting the rest of the story for free. Ultimately the window to capture this potential double-digit spread closes in months. Learn how these special situations work before the math catches up. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/2019133592807379341)  2026-02-04T19:38Z [---] followers, [---] engagements


"$DUOL Not bad for an AI-eaten company. The hiring numbers tell a slightly different story 🤣 Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/anyuser/status/2019512586535072028)  2026-02-05T20:44Z [---] followers, [---] engagements


"Given the historic performance Bad Bunny just delivered during the Super Bowl halftime buzz and the $NVO lawsuit drama few will be talking about $HIMS spot Rich People Live Longer". No doubt some analyzed risks are starting to materialize. Growth without GLP-1 tailwinds still needs to be proven meaning the thesis deserves reassessment and the risk of seeing even lower lows remains real. That said watch the ad and think long-term: does a service like this make sense and what would you personally pay for it alongside services like $GOOGL $AMZN $NFLX $SPOT or $UBER Imho the key question is"  
[X Link](https://x.com/SwissTPortfolio/status/2020932046218985773)  2026-02-09T18:45Z [---] followers, [---] engagements


"$RDDT is becoming a rather interesting situation: 70% revenue growth paired with a valuation reset to 22x forward FCF. Definitely one to watch closely. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/2022297267982500287)  2026-02-13T13:10Z [---] followers, [---] engagements


"The narrative for $DUOL bears looks wonderful today especially with $TMUS launching network-level AI translation. But ultimately the market seems to be confusing a utility tool with an educational destination. Weve all been there: you try the app you leave you come back. Constant back and forth. Yet somehow you end up more attached than ever because you simply refuse to break that streak. Imho thats the moat barely detectable a beautiful form of human-psychology stickiness. Last weekend I met [--] old friends. I was the only one not believing these wonderful AI tools can truly compete with"  
[X Link](https://x.com/SwissTPortfolio/status/2021649087355879754)  2026-02-11T18:14Z [---] followers, [----] engagements


"$PSIX just posted the best Q1 in company history from a company that gave no [----] sales guidance due to geopolitical & macro uncertainty. Surprising"  
[X Link](https://x.com/SwissTPortfolio/status/1920585461271085519)  2025-05-08T21:03Z [---] followers, [----] engagements


"After [--] years racing against the S&P [---] the compounding is kicking in. +152% vs +81% feels good to see the strategy paying off. You dont need to be fast just stay in the race"  
[X Link](https://x.com/SwissTPortfolio/status/1924187739806728347)  2025-05-18T19:38Z [---] followers, [---] engagements


"@himshouse If this $HIMS pill actually works as promised forget weight loss this should be priced like a personality transplant 😂"  
[X Link](https://x.com/SwissTPortfolio/status/1924231489958355302)  2025-05-18T22:31Z [---] followers, [---] engagements


"Totally A 100x stock: Hims & Hers. Following COSTCOs recipe in HealthCare $HIMS 👇 https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1 On a first principles basis the $DUOL and $HIMS theses are identical except the later has a large physical component to it. They are also both instances of the $COST thesis. https://open.substack.com/pub/swisstransparentportfolio/p/a-100x-stock-hims-and-hers-himsr=52o9v1 On a first principles basis the $DUOL and $HIMS theses are identical except the later has a large physical component to it. They are also both"  
[X Link](https://x.com/anyuser/status/1924231847791247684)  2025-05-18T22:33Z [---] followers, [---] engagements


"Bill Gates just took a position in $WST. Why Mission-critical moat GLP-1 tailwinds and a reloading pharma supply chain. A quiet compounder where you're paying a Bentley price for a Rolls-Royce business. Deep dive below.👇 https://open.substack.com/pub/swisstransparentportfolio/p/west-pharmaceutical-services-wstr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/swisstransparentportfolio/p/west-pharmaceutical-services-wstr=52o9v1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/SwissTPortfolio/status/1925641600832512353)  2025-05-22T19:55Z [---] followers, [---] engagements


"$BBW Azeus sys just dropped a monster FY2025: revenue +44% net profit +96% margins at 77% no debt 99% payout ratio with a juicy 6% yield. Stock went vertical. This is how you scale software the right way: high growth high cash high return.🚀 Btw still looks cheap at 16x"  
[X Link](https://x.com/SwissTPortfolio/status/1929646921700069827)  2025-06-02T21:10Z [---] followers, [----] engagements


"Before you pick stocks pick your country. Denmark: 42% capital gains tax. Why bother Switzerland: 0%. Now thats how you compound. Most investors obsess over what to buy. Few think about where to buy it from"  
[X Link](https://x.com/anyuser/status/1930201591358824788)  2025-06-04T09:54Z [---] followers, 57.4K engagements


"Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1931636242510234048)  2025-06-08T08:55Z [---] followers, [----] engagements


"96% earnings growth. 77% margins. 5.5%+ yield. Zero debt. Founder-led. One of my best-performing holdings since [----] and I think its still early. Full deep dive now live🚀 Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨ Next deep dive on a SaaS company growing earnings at 96% revenue +44% margins at 77% no debt and 99% payout ratio with a juicy 5% yield. 👀🚀 Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1932066056077463948)  2025-06-09T13:23Z [---] followers, [----] engagements


"Next deep dive on a Swiss stock compounding earnings at 28% annually over the past [--] years growing revenues up to 20% per year with 45%+ margins zero debt a stable 1% dividend yield and trading way below its global peers. 👀🚀 Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1933231065629331891)  2025-06-12T18:32Z [---] followers, 56.5K engagements


"Meanwhile in Zrich a full bike tunnel installed right under the Hauptbahnhof. Swiss infrastructure is simply different"  
[X Link](https://x.com/SwissTPortfolio/status/1934242770975089016)  2025-06-15T13:33Z [---] followers, [---] engagements


"$ASML quietly bought back 1.4% of its market cap in the last few months at an average price of [---]. Shares now trade slightly higher. Is the recovery taking shape Next quarter lands in a month with tariffs already in motion this one will be very interesting to watch. 👀"  
[X Link](https://x.com/SwissTPortfolio/status/1934468645301674386)  2025-06-16T04:30Z [---] followers, 22.6K engagements


"S&P intra-year drops average -14% yet 75% of years still finish green. How many great positions were dumped on this years -19% tariff panic Think always long term. Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1934912941876232627)  2025-06-17T09:56Z [---] followers, [----] engagements


"S&P500 at 21.3x forward earnings may look pricey until you factor in whats coming. AI-driven margin expansion and productivity gains will redefine earnings power over the next decade. Valuation always depends on the E (earnings). Think long-term. Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1935202121114161561)  2025-06-18T05:05Z [---] followers, [---] engagements


"Switzerland has reentered the 0%-rate era. That hits different when youre looking at a Swiss compounder growing [----] earnings at 34% CAGR revenue up 24% 52%+ op. margin founder-led (22% stake) trading below peers and riding powerful structural tailwinds. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1936301656469106866)  2025-06-21T05:54Z [---] followers, 17.5K engagements


"I focus on high-quality compounders asymmetric bets and special situations with elite management smart capital allocation and tax-efficient compounding. If you share that lens dont miss my past deep dives into structural winners riding major tailwinds 👇 $HIMS +148% since deep dive (13.1) $IESC +19% (9.2) $PSIX +92% (5.3) $SPGI +3% (14.3) $DUOL +18% (1.5) $WST +3% (22.5) SGX: $BBW 3% (9.6) These names havent just looked good on paper theyve delivered. My portfolio is up +50.9% over the past year vs. the S&P 500s +9.5%. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding"  
[X Link](https://x.com/SwissTPortfolio/status/1936695153919447534)  2025-06-22T07:58Z [---] followers, [----] engagements


"The stock market isnt made for pessimists. But its not for blind optimists either. Investing keeps teaching me how important it is to find the right balance (and stomach) to be in the right spot at the right time. A skill for markets and for life. Financial safety family love. Fun way to learn. New deep dive drops very soon. Stay tuned. Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1937069818793922724)  2025-06-23T08:46Z [---] followers, [---] engagements


"$GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the Robotaxi Wars Heres my read 👇"  
[X Link](https://x.com/SwissTPortfolio/status/1937881903643935131)  2025-06-25T14:33Z [---] followers, [---] engagements


"Switzerland has reentered the 0%-rate era. That hits different when youre looking at a Swiss compounder growing [----] earnings at 34% CAGR revenue up 24% 52%+ op. margin founder-led (22% stake) trading below peers and riding powerful structural tailwinds. Heres my read 👇"  
[X Link](https://x.com/SwissTPortfolio/status/1938197503205154907)  2025-06-26T11:27Z [---] followers, 39K engagements


"$NKE reports after the bell. Estimates: 🟢$10.7B rev (-14.9%) 🟢$0.12 EPS (-87.9%). Stock down 34% YoY. Margins tight. China soft. Inventory risk. Big moment for Nike. Keeping an eye on tariff effects too👀 Read it. Join us. Compounding awaits. 📈✨"  
[X Link](https://x.com/anyuser/status/1938279647890051351)  2025-06-26T16:54Z [---] followers, [---] engagements


"Funny how the AI bear case $GOOGL just became OpenAIs chip & cloud supplier 🤣 Shifting away from relying on backer $MSFT s data centers and a cheaper alternative to $NVDA s GPUs. $GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the Robotaxi Wars Heres my read 👇 https://t.co/03V3mYD4DR $GOOGL: The Bear Case II 🚕 Waymos scaling. $TSLA s swerving. $AMZN Zoox looks like a toaster with dreams. Google seems to be leading for now. But will there be a real winner in the"  
[X Link](https://x.com/SwissTPortfolio/status/1939355035902603286)  2025-06-29T16:07Z [---] followers, [---] engagements


"The single biggest opportunity of the decade. Oracles $ORCL June [--] earnings delivered yet another powerful reaffirmation. Heres what to expect this summer earnings season from $NVDA $MSFT $GOOGL $META $AMZN $AMD $ASML and others. Read it. Join us. Sleep well. 📈✨👇 Microsoft $MSFT CEO Satya Nadella said that "Microsoft makes money every time you use ChatGPT." Microsoft $MSFT CEO Satya Nadella said that "Microsoft makes money every time you use ChatGPT.""  
[X Link](https://x.com/SwissTPortfolio/status/1940020114973233648)  2025-07-01T12:10Z [---] followers, [---] engagements


"Zurich Airport. Surrounded by lakes rivers glaciers and endless rain 🤣 Still [--] CHF for a bottle of water. Thats not pricing power thats Swiss power. 💧 Stay hydrated stay compounding. (Beautiful bottle though 🤌)"  
[X Link](https://x.com/anyuser/status/1940781958856155565)  2025-07-03T14:37Z [---] followers, [---] engagements


"Time to sell in [----] Dont think so. +57% vs $SPXs +13%. In markets nothing is impossible. $ASML on [----] is our first AI thermometer 🧠⚡ Stay tuned for earnings quick thoughts deep dives & more tax-efficient Swiss compounding content coming very soon. Read it. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/anyuser/status/1942644407611556302)  2025-07-08T17:58Z [---] followers, 14.2K engagements


"The $TFG deep dive is live. Link in bio to read it for free. Want exposure to the next crypto hysteria without touching a token Just look at what happened with $CRCL. Might be worth putting this one on your radar 👀 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1943271728295100641)  2025-07-10T11:30Z [---] followers, [----] engagements


"When May and June Are Green Markets Rarely Disappoint. Since [----] there have been [--] instances where the S&P [---] posted gains in both May and June. Historically thats been a powerful signal. In [--] of those [--] years the index went on to deliver positive returns over the next [--] months with an average gain of +8.8%. Looking further out the 12-month average return stands at +14.8%. Just saying: strength in late spring has often led to strength through year-end. [----] just entered the list with a +5.5% return in May and +4.5% in June. Will history repeat again Become a member and get full access"  
[X Link](https://x.com/SwissTPortfolio/status/1943627757428019564)  2025-07-11T11:05Z [---] followers, [---] engagements


"I've been positioned in the AI & datacenter surge before the race began. Now comes the tracking phase: next week $ASML (core holding) and $TSMC report earnings that could redefine what priced in really means. 👀 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1943966206618194366)  2025-07-12T09:30Z [---] followers, [---] engagements


"Monthly portfolio update drops tomorrow. Curious which names are powering Swiss Portfolios +54.5% YoY return Youll want to see this. 👀 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1944086234856378602)  2025-07-12T17:27Z [---] followers, 21.7K engagements


"Bitcoin just hit $118000. Is this how the next crypto hysteria starts Looking for exposure without touching a token Dont miss our $TFG/Ripple thesis. Swiss Portfolio update drops later today 👀 Take advantage of the limited-time offer in todays portfolio update to join as a member and unlock full access to: ✅ Swiss Portfolio positions + monthly allocation updates ✅ At least [--] high-conviction deep dive every month ✅ Downloadable financial models to follow and stress-test each thesis ✅ Live idea tracking once they spike plus an S&P tracking template ✅ Exclusive Swiss-based insights on investing"  
[X Link](https://x.com/SwissTPortfolio/status/1944331180230242466)  2025-07-13T09:40Z [---] followers, [---] engagements


"@joecarlsonshow Fully agree Sundars a true Sir in how he handles things just like Satya imho. And honestly I think you're another one too. Rare to see this level of balance respect and perspective these days. 👏 Thanks for the great positive content ;)"  
[X Link](https://x.com/SwissTPortfolio/status/1944332787839869105)  2025-07-13T09:47Z [---] followers, [----] engagements


"Monthly portfolio update is live. Curious which names are powering Swiss Portfolios +54.5% YoY return You want to see this 👀 Have a great Sunday ;) Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1944431871900684409)  2025-07-13T16:20Z [---] followers, 29.1K engagements


"$ASML reports before the market opens tomorrow. Monopoly power AI tailwinds buybacks and a stock that just woke up. We broke it all down: narrative numbers risks. Read the Q2 earnings preview now for free. The first big call of the season alongside $TSMC. 👀 Link in bio. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1944996115943694542)  2025-07-15T05:43Z [---] followers, [----] engagements


"$NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x since Ackman sold. Read the Q2 earnings preview now for free. Might be the most watched call this season. 👀 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1945488699334029489)  2025-07-16T14:20Z [---] followers, [---] engagements


"At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. 🫶🤣 Stock up +1% on rebalancing flows. Earnings next week. 👀 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/anyuser/status/1945747592882659441)  2025-07-17T07:29Z [---] followers, [---] engagements


"$NFLX delivered a very solid Q2. EPS and revenue beat. $2.2B in free cash flow. Q3 revenue guidance hiked to +17.3%. No sub count just continued growth in members. The engines running strong easy hold. Read it. Join us. Sleep well. 📈✨ $NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x since Ackman sold. Read the Q2 earnings preview now for free. Might be the most watched call this season. 👀 Read us. Join us. Sleep well. 📈✨ https://t.co/m6Bqb8uXWt $NFLX Netflix reports Thursday after the close. Ads AI $8B in free cash flow and a stock up +4x"  
[X Link](https://x.com/SwissTPortfolio/status/1945941916366872923)  2025-07-17T20:21Z [---] followers, [---] engagements


"Bill Ackman once said Googles $GOOGL so dominant it has to act like its being disrupted. If theyre acting this performance deserves an Oscar. 👀 Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1947530832366997831)  2025-07-22T05:35Z [---] followers, 30.4K engagements


"Swiss Portfolio: +63% YoY. No crypto-bio-space-AI moonshots just early positioning deep analysis & Swiss-level common-sense investing to catch Mr. Markets discounts. Targeting +15% CAGR with extremely/controlled low chance of downside. $PSIX model update coming very soon. If thats your game too subscribe/become a member. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1947634719497011341)  2025-07-22T12:27Z [---] followers, [----] engagements


"$PSIX is up +167% since our deep dive on March [--]. Not bad for a boring engine maker. No AI hype. Just engines earnings and early positioning. But now comes the hard part: hold trim or run 🚨 Model Recalculating After a 2.5-Bagger goes live in a few hours. Subscribe to get it straight in your inbox. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1947798886073897459)  2025-07-22T23:20Z [---] followers, [---] engagements


"$PSIX just became a 2.5x-bagger in [--] months. Deep dive aged well but now its time to rerun the numbers (and it will surprise you). 🚨 Model Recalculating After a 2.5-Bagger is now live. Hold trim or run Subscribe to get it in your inbox. Read us. Join us. Sleep well.📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1947903733922230522)  2025-07-23T06:16Z [---] followers, 19.1K engagements


"Yet another quarter acting like it's being disrupted. 👀 $GOOGL just posted: ✅ EPS: $2.31 vs. $2.16 est. ✅ Revenue: $96.4B vs. $93.7B est. and raises its [----] CapEx guidance from $75B to $85B. $PSIX. Wonder when the narrative will finally shift Read us. Join us. Sleep well. 📈✨ Bill Ackman once said Googles $GOOGL so dominant it has to act like its being disrupted. If theyre acting this performance deserves an Oscar. 👀 Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. 📈✨ https://t.co/SysCdGbMaA Bill Ackman once said"  
[X Link](https://x.com/SwissTPortfolio/status/1948118949134205005)  2025-07-23T20:32Z [---] followers, [---] engagements


"New drop 🚨 The Quiet Way to Earn +30% in a Week That Nobody Will Tell You About. No clickbait. Just risk-controlled repeatable strategy buried in SEC filings. Well show you how to do it. Link in bio.👇 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1948341478285021620)  2025-07-24T11:16Z [---] followers, [----] engagements


"New tool 🚨 Just released a free Excel tracker to measure your portfolio vs the S&P500. Performance without process is just luck. And luck rarely scales. We also added commentary on [--] funds we follow closely: Fundsmith and Turtle Creek (youll want to see the latters numbers 👀). This isnt lottery investing. Its financial chess. ♟ 📬 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1948620938049733045)  2025-07-25T05:46Z [---] followers, [----] engagements


"🚨 New ATH for Swiss Portfolio: +70% No crypto-bio-space-AI moonshots. Just early positioning deep analysis & Swiss-level common sense to catch Mr. Markets discounts. We surgically trimmed [--] positions and added [--] new name today full Portfolio update dropping very soon. Read us. Join us. Sleep well. 📈✨ New tool 🚨 Just released a free Excel tracker to measure your portfolio vs the S&P500. Performance without process is just luck. And luck rarely scales. We also added commentary on [--] funds we follow closely: Fundsmith and Turtle Creek (youll want to see the latters numbers"  
[X Link](https://x.com/SwissTPortfolio/status/1948775530523685284)  2025-07-25T16:01Z [---] followers, [---] engagements


"🚨 New Portfolio Update just dropped. Curious whats driving Swiss Portfolios +70% YoY 👀 We trimmed [--] rocket winners & added a 4.53% high-conviction bet. No bio-crypto-space moonshots just real profits & valuation discipline. Have a great Sunday 😉 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1949355525587534078)  2025-07-27T06:25Z [---] followers, [----] engagements


"Very interesting data We already mentioned it imho $AMZN Amazon is one of the best-positioned companies to benefit from AI commoditization: unmatched ad-to-cart conversion efficiency (organic ad conversion) the largest robotic workforce (not Tesla yet) and a $2.4T company that still operates with a Day [--] startup mindset. Just an Amazing Business to own its in our portfolio for a reason. Read us. Join us. Sleep well. 📈✨ Amazon $AMZN removed all Google $GOOGL Shopping ads globally for [--] hours Between July [--] and [--] [----] Amazon suddenly pulled all its Google Shopping ads in major markets."  
[X Link](https://x.com/SwissTPortfolio/status/1949526595388969351)  2025-07-27T17:45Z [---] followers, [---] engagements


"🦉New Deep Dive: Duolingo $DUOL Q2 [----] Earnings Preview. Link in bio. The Netflix moment might be closer than you think. What to watch on August [--] 👇 Read the full preview plus our updated Excel model inside. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1950447011217506431)  2025-07-30T06:42Z [---] followers, 13.2K engagements


"$AMZN the next FANG to pop after earnings today 👀 See our full Q2 Preview + Excel model to run the numbers yourself. Dont be the last one in even Lauren Snchez subscribed 😏📦 Last chance to grab our summer offer + unlock exclusive research-grade content. Link in bio. Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1950806346506342400)  2025-07-31T06:30Z [---] followers, [----] engagements


"Want to track the Swiss Portfolio compounding at +70% YoY and +30% CAGR over the last [--] years All while getting deep dives Special Situations and Odd-Lot plays that make our small annual fee +10x worth it Todays the last day to lock in our lifetime membership. This isnt lottery investing. Its financial chess ♟ Small fee. Asymmetric upside. Subscribe and see what smart capital looks like.👇 🧠 Recent Track Record: HIMS: +167% (13.1) IESC: +53% (9.2) PSIX: +214% (5.3) SPGI: +13% (14.3) DUOL: -12% (1.5) WST: +17% (22.5) SGX: BBW: -2% (9.6) SWX: SQN: +22% (26.6) TFG:AS +4% (10.7) Read us. Join"  
[X Link](https://x.com/SwissTPortfolio/status/1950987070391882067)  2025-07-31T18:28Z [---] followers, [---] engagements


"Its incredible how fast the Amazon $AMZN transatlantic ship is moving. Sales: $167.7B vs $162.2B EPS: $1.68 vs $1.32 AWS: $30.9B vs $30.8B Q3 Sales Outlook: $177B vs $173B Margins up. Guidance up. Execution flawless. Amazing. Read us. Join us. Sleep well. 📈✨ $AMZN the next FANG to pop after earnings today 👀 See our full Q2 Preview + Excel model to run the numbers yourself. Dont be the last one in even Lauren Snchez subscribed 😏📦 Last chance to grab our summer offer + unlock exclusive research-grade content. Link in bio. https://t.co/mfwT1L1Apz $AMZN the next FANG to pop after earnings"  
[X Link](https://x.com/SwissTPortfolio/status/1951020415314436471)  2025-07-31T20:41Z [---] followers, [---] engagements


"Happy Swiss National Day More deep dives coming soon. Until then: Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1951356687484621090)  2025-08-01T18:57Z [---] followers, [---] engagements


"$IESC Q2: Quiet Compounder Loud Results 🔧📈 Another excellent quarter from $IESC. - Adj. EPS up +40% YoY driven by strength in data center demand and continued operating leverage. - Management reaffirmed FY guidance keeping us on track for $310M in earnings. - That puts the stock at just 23x trailing still healthy for a company growing earnings at this pace. Keeps compounding in Swiss Portfolio"  
[X Link](https://x.com/SwissTPortfolio/status/1951405101081567631)  2025-08-01T22:10Z [---] followers, [---] engagements


"If youre wondering why we invest in indestructible businesses just look at this $SPGI earnings stairway 📈 Read our deep dive. It benefits from any coming change in rates. Read us. Join us. Sleep well. 📈✨ 🛌 Sleep Well for Decades: S&P Global $SPGI 💎 The "Swiss Army Knife of Financial Markets 💎 A moat-protected with steady growth & competitive advantages. Not cheap but a rock-solid buy-and-hold 🔗 https://t.co/FT5xsXP89n Share & retweet to support these deep dives 🙏🚀 🛌 Sleep Well for Decades: S&P Global $SPGI 💎 The "Swiss Army Knife of Financial Markets 💎 A moat-protected with steady"  
[X Link](https://x.com/SwissTPortfolio/status/1951909975539740729)  2025-08-03T07:36Z [---] followers, [---] engagements


"If you want to be braced for impact on Duolingo $DUOL earnings day (Aug 6) read our full preview + model now. Youll find more value than you can imagine and know exactly how to act whether its -15% or +15% movement. 👇 Read us. Join us. Sleep well. 📈✨ 🦉New Deep Dive: Duolingo $DUOL Q2 [----] Earnings Preview. Link in bio. The Netflix moment might be closer than you think. What to watch on August [--] 👇 Read the full preview plus our updated Excel model inside. Read us. Join us. Sleep well. 📈✨ https://t.co/lTaOfcDpce 🦉New Deep Dive: Duolingo $DUOL Q2 [----] Earnings Preview. Link in bio. The"  
[X Link](https://x.com/SwissTPortfolio/status/1952036678157107696)  2025-08-03T15:59Z [---] followers, [---] engagements


"$HIMS: the Amazon $AMZN playbook applied to health. Vertical integration data loops automation and personalized treatments. Read us. Join us. Sleep well. 📈✨ Check out my deep dive on $HIMS. A 100x stock: Hims & Hers. Following COSTCOs recipe in HealthCare. https://t.co/HHVLYSVJNg Check out my deep dive on $HIMS. A 100x stock: Hims & Hers. Following COSTCOs recipe in HealthCare. https://t.co/HHVLYSVJNg"  
[X Link](https://x.com/SwissTPortfolio/status/1952507429876322813)  2025-08-04T23:10Z [---] followers, [---] engagements


"Full $HIMS post-earnings analysis and sentiment update coming beautifully soon. But heres a teaser: +31% subs YoY. +$74 ARPU. -$69M FCF (investing not burning). Theyre pouring cash into future returns. The real question is: are you comfortable letting this team compound for you Read us. Join us. Sleep well. 📈✨ $HIMS: the Amazon $AMZN playbook applied to health. Vertical integration data loops automation and personalized treatments. Read us. Join us. Sleep well. 📈✨ https://t.co/QS13bh8I08 $HIMS: the Amazon $AMZN playbook applied to health. Vertical integration data loops automation and"  
[X Link](https://x.com/SwissTPortfolio/status/1952508826055237838)  2025-08-04T23:15Z [---] followers, [---] engagements


"Want to track the Swiss Portfolio compounding at +80% YoY and +30% CAGR over the last [--] years All while getting deep dives Special Situations and Odd-Lot plays that make our small annual fee +10x worth it Join this year and lock in a lifetime membership. This isnt lottery investing. Its financial chess ♟ Small fee. Asymmetric upside. Subscribe and see what smart capital looks like.👇 🧠 Recent Track Record: $HIMS: +114% (13.1) $IESC: +45% (9.2) $PSIX: +197% (5.3) $SPGI: +15% (14.3) $WST: +14% (22.5) SGX: $BBW: -2% (9.6) SWX: $SQN: +21% (26.6) $TFG:AS +6% (10.7) $DUOL: 0% (30.7) Read us. Join"  
[X Link](https://x.com/SwissTPortfolio/status/1952987224254906689)  2025-08-06T06:56Z [---] followers, [---] engagements


"@Couch_Investor Duolingo $DUOL MAUs show some seasonality: Q1 always benefits from New Years language-learning promises then Q2 sees the usual drop-off as many dont stick with it. Its happened before. Zoom out over [--] months and the trend still looks very positive imho"  
[X Link](https://x.com/SwissTPortfolio/status/1953216850117976333)  2025-08-06T22:09Z [---] followers, [---] engagements


"We love adding value to this community Duolingo fans deep dive lovers and +80% YoY enjoyers 📈 🚨Were adding to an existing high-conviction name once markets open today. Want to know which one Become a member for less than a dinner 🍝 and unlock real equity research and high quality content. Share if you find value ;) Link in bio. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/1953417012249612596)  2025-08-07T11:24Z [---] followers, [---] engagements


"🚨 [--] New Additions to the Swiss Portfolio One just surged +30% after earnings. The other dipped -20%. We acted on both. See what we bought why we bought it and how much were allocating"  
[X Link](https://x.com/SwissTPortfolio/status/1953521368303018443)  2025-08-07T18:19Z [---] followers, [---] engagements


"🔥 $PSIX just dropped record Q2: +74% sales YoY +138% net income +20% stock pop. Kind of ironic: no guidance last record Q1 quarter and then they crushed every estimate anyway. Another Swiss Portfolio winner. Still compunding. Still undervalued. Model Template inside to rerun the numbers. Read us. Join us. Sleep well. ✨ $PSIX just became a 2.5x-bagger in [--] months. Deep dive aged well but now its time to rerun the numbers (and it will surprise you). 🚨 Model Recalculating After a 2.5-Bagger is now live. Hold trim or run Subscribe to get it in your inbox. Read us. Join us. Sleep well.📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1953687908663079112)  2025-08-08T05:21Z [---] followers, [----] engagements


"🔥 Numbers rerun on PSIX just dropped. Record Q2. But is it still undervalued We break down the numbers tailwinds & why this might not be priced for perfection yet. Includes updated valuation template. Link in bio. 👇 Read us. Join us. Sleep well. 📈✨"  
[X Link](https://x.com/SwissTPortfolio/status/1953727057713566009)  2025-08-08T07:56Z [---] followers, [---] engagements


"🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model drops tomorrow. Subscribe now and see it before the market wakes up.😴"  
[X Link](https://x.com/SwissTPortfolio/status/1955719652492841067)  2025-08-13T19:54Z [---] followers, [----] engagements


"🚨 New deep dive: $SEZL a fintech off -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model live now. Subscribe now and see it before the market wakes up 😴 Link in bio.👈 🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading at a P/E in the mid-20s in a sector with +25% CAGR tailwinds. Full deep dive + Valuation Model drops tomorrow. Subscribe now and see it before the market wakes up.😴 https://t.co/XbZEcWExZk 🚨 Next deep dive: a fintech down -35% yet growing revenues +70% YoY trading"  
[X Link](https://x.com/SwissTPortfolio/status/1955877851057500194)  2025-08-14T06:23Z [---] followers, [----] engagements


"🚨 Next deep dive: a microcap delivering +54% YoY growth riding the data center megatrend with mega-orders that could 2-3x revenues. Opportunities with this kind of asymmetric upside dont come often youll want to put it on your radar 👀 Subscribe now and catch it before Wall Street does. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/1958441142103495063)  2025-08-21T08:08Z [---] followers, [---] engagements


"🚨 $TGEN: this microcap could be the coolest AI infrastructure play you havent looked at yet delivering +54% YoY growth riding the data center megatrend with LOIs that could 2-3x revenues. Deep dive live for free. Link in bio. Read us. Join us.Sleepwell"  
[X Link](https://x.com/SwissTPortfolio/status/1958775388701958293)  2025-08-22T06:16Z [---] followers, 20.5K engagements


"Between [----] and today Weichai deposited +750k $PSIX shares 2/3 of its planned sale. A well-informed buyer just took 1.15M at market 👀 Expect volatility but at these levels $PSIX looks among the cheapest in the data center ecosystem. Read us. Join us. Sleep well.✨"  
[X Link](https://x.com/SwissTPortfolio/status/1959311641826283992)  2025-08-23T17:47Z [---] followers, [----] engagements


"I bet $PSIX and $TGEN investors will be happy. Metas $10B Louisiana AI temple comes with [--] shiny new gas plants: 2GW first 5GW later online between [----] & [----]. Greenwashing or AI reality If you havent read our deep dives yet subscribe to be beautifully updated. Read us. Join us. Sleep well. ✨ 🚨 $TGEN: this microcap could be the coolest AI infrastructure play you havent looked at yet delivering +54% YoY growth riding the data center megatrend with LOIs that could 2-3x revenues. Deep dive live for free. Link in bio. Read us. Join us.Sleepwell. https://t.co/eQdSRyO4co 🚨 $TGEN: this microcap"  
[X Link](https://x.com/SwissTPortfolio/status/1959501627691286994)  2025-08-24T06:22Z [---] followers, [----] engagements


"Want to track the Swiss Portfolio compounding at +60% YoY and +30% CAGR over the last [--] years Link in bio. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/1959860906210242933)  2025-08-25T06:10Z [---] followers, [---] engagements


"30+ stocks under the Swiss Portfolio radar. Some attractively priced some reasonable" others pure premium fairy tales. Guess which camp your favorites land in. Full Sentiment & Valuation Check inside. Link in bio. Read us. Join us. Sleep well.✨"  
[X Link](https://x.com/SwissTPortfolio/status/1960250619765092683)  2025-08-26T07:59Z [---] followers, 12.2K engagements


"Great hiring insight 👀👇We see $PSIX still cheap too especially in the $80s. Volatility may linger with Weichais 1.15M share sale (2/3 done). But whoever bought that block surely sees the same potential. Read us. Join us. Sleep well.✨ $PSIX hiring only accelerating much like their revenue growth. Im imaging the new facility has allowed them to ramp up capacity significantly for the power solution systems. As much as I look for new names to buy I keep coming back to this one as the cheapest one with hyper https://t.co/ulJLneBJc0 $PSIX hiring only accelerating much like their revenue growth."  
[X Link](https://x.com/SwissTPortfolio/status/1960396681649799649)  2025-08-26T17:39Z [---] followers, [----] engagements


"Want to track the Swiss Portfolio compounding at +60% YoY (+5x the S&P 500) and +30% CAGR over [--] years. Every month we publish our 30+ Stocks: Sentiment & Valuation Check covering Big Caps Mid & Small Caps plus the full Swiss Portfolio update 20+ financial models to rerun numbers on demand and Special Situations (tenders stock splits odd lots etc). Link in bio. Read us. Join us. Sleep well.✨"  
[X Link](https://x.com/SwissTPortfolio/status/1961087100192751824)  2025-08-28T15:22Z [---] followers, [---] engagements


"Swiss Portfolio update now live for free. Plenty of time this weekend to see how our [--] concentrated bets are doing :) No diworsification ;) Across Big Mid & Small Caps multiple sectors one principle: asymmetric upside already +60% YoY. Read us. Join us. Sleep well.✨"  
[X Link](https://x.com/SwissTPortfolio/status/1961390019244888539)  2025-08-29T11:26Z [---] followers, 44.4K engagements


"Congrats $GOOGL shareholders Google keeps Chrome but has to share search data. $GOOGL will appeal of course who doesnt love a delay +5% AH. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/1962978690050252801)  2025-09-02T20:39Z [---] followers, [---] engagements


"$TSM/ $TSMC results are advancing what will come later to our top holdings. Q4 [----] in numbers: - Revenue: +20.5% YoY to TWD 1.05T (+25.5% to $33.7B) - Net income / EPS: +35% YoY - Gross margin: 62.3% - Operating: 54.0% Net: 48.3% This level of conviction is why the Swiss Portfolio is already +14% YTD. We have updated the full models to show why we believe this is just the beginning. Read us. Join us. Sleep well. ✨ The compounding continues beautifully: +14% YTD +40% YoY and +25% CAGR over the last [--] years. Want to unlock the [--] names driving this performance We have just executed a decisive"  
[X Link](https://x.com/SwissTPortfolio/status/2011721772945559553)  2026-01-15T08:47Z [---] followers, [---] engagements


"📉 Europe's chip supply chain is under stress. Demand is dropping fast in two of its key markets: automotive and industrial electronics. That's a double blow for major players and smaller suppliers alike"  
[X Link](https://x.com/SwissTPortfolio/status/1905329604602003695)  2025-03-27T18:42Z [---] followers, [--] engagements


"🚨 Trading Alert: We are building a new position in a 4x P/E service revenue compounder. It is growing earnings 180%+ and expanding margins in just [--] months. The market still does not believe the new management sons of the founder who previously led an over-levered lumpy project shop with a volatile legacy collection. Since [----] however the business is transforming into a disciplined recurring-revenue machine under a beautifully precise generational handover. Link in bio. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/2009068591627251898)  2026-01-08T01:04Z [---] followers, 86.9K engagements


"Excellent snow Sunday to ski then read our updated thoughts and model on $PSIX. Will the next Q4 Earnings call signal a new beautiful spring for $PSIX Link in bio. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/anyuser/status/2010275834343682443)  2026-01-11T09:01Z [---] followers, 15.2K engagements


"The compounding continues beautifully: +14% YTD +40% YoY and +25% CAGR over the last [--] years. Want to unlock the [--] names driving this performance We have just executed a decisive rebalancing with some wonderful new additions. Link in bio. Don't miss the departure ;) Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2011440679365324853 https://twitter.com/i/web/status/2011440679365324853"  
[X Link](https://x.com/anyuser/status/2011440679365324853)  2026-01-14T14:10Z [---] followers, 90.2K engagements


"$NFLX will rarely give such a beautiful entry in a bull market. Panicking -4% over a Q1 outlook miss while pushing to re-win the streaming war with $WBD/HBO is the short-term voting machine at work. Watching this feels wonderful for relax investors. Fundamentals will continue to compound for very long seasons. - EPS: $0.56 vs $0.55 est. ✅ - Revenue: $12.05B vs $11.97B est. ✅  - EPS: $0.76 vs $0.81 est. ❌ - Revenue: $12.16B vs $12.17B est. ❌ If you are a relaxed investor looking for a bit of spicy without rotating every month check what we are doing in the Swiss Portfolio: +17% YTD +42% YoY"  
[X Link](https://x.com/anyuser/status/2013752282219745524)  2026-01-20T23:15Z [---] followers, [---] engagements


"Great summary. It almost feels illegal for $NFLX earnings to be this calm🤣 Remember the 15% heart attacks Gone. Now More like a Swiss train: still moving still compounding but far fewer passengers screaming on results day. Maturity looks good on Netflix. The market seems to be finally understanding the movie ;) Read us. Join us. Sleep well. ✨ $NFLX is now down 35% from it's recent ATH. After earnings the stock dropped another 6% Even though they posted a double beat the market is focused on uncertainty and the pause in share buybacks. One could argue the stock price was also kind of inflated"  
[X Link](https://x.com/anyuser/status/2014100934071038402)  2026-01-21T22:20Z [---] followers, [---] engagements


"At todays price you are risking dilution on $109 while the upside can reach $346. A small controlled risk for a wonderful lunch cashback or two. We break down the mechanics the risks and how these elegant Special Situations actually work. Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/2014101530090045878)  2026-01-21T22:23Z [---] followers, 89.1K engagements


"$SPCB Maintaining the speed of adoption. Wonderful. Another contract win still one per week 👀 Read us. Join us. Sleep well. ✨"  
[X Link](https://x.com/SwissTPortfolio/status/2014423732798865440)  2026-01-22T19:43Z [---] followers, [---] engagements


"$CAT earnings drop on January [--]. For $PSIX investors this is one to watch closely 👀 Why Caterpillar sits upstream in the power & gas turbine ecosystem often acting as an early demand signal for large-scale power systems tied to AI data centers and grid stress. Stronger commentary or orders here tend to precede surging demand for enclosure power and infrastructure solutions further down the chain where $PSIX plays. Weve just published our latest $PSIX update connecting these dots and framing what really matters beyond the headline numbers. If you want the full picture its live now. Link in"  
[X Link](https://x.com/anyuser/status/2015372831807173081)  2026-01-25T10:35Z [---] followers, [----] engagements


"An old-school industrial quietly riding the AI wave. 👀 This weeks report could be a crucial tell on whether the sectors momentum and this ultimately epic rally can continue not just for this name but as a forward indicator for $PSIX and related industrial AI exposure. Ahead of Q4 earnings we break down whether this rally is beautifully sustainable or running a bit too hot. Link in bio. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2016118432404574536 https://twitter.com/i/web/status/2016118432404574536"  
[X Link](https://x.com/anyuser/status/2016118432404574536)  2026-01-27T11:57Z [---] followers, [---] engagements


"🚨 The bookings number is beautifully absurd. $ASML just posted 13.2B in net bookings against a 7B estimate. While the EPS missed the irony is delicious the future is compounding wonderfully: - Revenue: 9.72B vs 9.58B est. - Conviction: A massive 12B buyback program announced. Ultimately this is the signal we look for amidst the noise. Read us. Join us. Sleep well. ✨ https://twitter.com/i/web/status/2016458895175147778 https://twitter.com/i/web/status/2016458895175147778"  
[X Link](https://x.com/anyuser/status/2016458895175147778)  2026-01-28T10:30Z [---] followers, [---] engagements


"A quiet addition to the Swiss Portfolio is already doing its job. +20% in a week after trading at abnormally depressed levels and the turnaround thesis we described seems to be playing out. This is the sweet spot: ugly headline improving numbers new management executing while the market is still asleep. Follow us if you want to track wonderful small/mid/large caps alongside elegant special situations like this one. The opportunity isnt gone its just getting started. Full article + Excel template 👇 Read us. Join us. Sleep well. ✨ 🚨 Trading Alert: We are building a new position in a 4x P/E"  
[X Link](https://x.com/SwissTPortfolio/status/2016892571117666572)  2026-01-29T15:13Z [---] followers, [---] engagements


"Congrats to those following this trade beautifully. The final results show the offer was oversubscribed by over 16x. Our wonderful members get paid +8x our modest fee for this insight alone. Learn how these elegant Special Situations work 👇 Secure your access before our price adjusts beautifully. Knowledge worth your time. +14% YTD +38% YoY +24% CAGR (5yr). Read us. Join us. Sleep well. ✨ At todays price you are risking dilution on $109 while the upside can reach $346. A small controlled risk for a wonderful lunch cashback or two. We break down the mechanics the risks and how these elegant"  
[X Link](https://x.com/SwissTPortfolio/status/2017132076667912322)  2026-01-30T07:05Z [---] followers, [---] engagements

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