# ![@TacticzH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1488239011378388997.png) @TacticzH TacticzHazel

Novo Nordisk ($NVO) is grabbing attention with multiple discussions around its undervaluation, growth prospects, and strategic moves, including an extraordinary general meeting to elect new board members and a deal to acquire an antibody in development for rare blood and kidney disorders. Additionally, the company is facing challenges, such as a FDA inspection classification for its Indiana plant and a restructuring plan to cut [-----] roles. Its stock appears to be one of the favorites among investors, alongside ASML ($ASML) and Taiwan Semiconductor ($TSM).

### Engagements: [------] [#](/creator/twitter::1488239011378388997/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:interactions.svg)

- [--] Week [-------] -41%
- [--] Month [---------] -2.70%
- [--] Months [----------] +37%
- [--] Year [----------] +1,160,642%

### Mentions: [--] [#](/creator/twitter::1488239011378388997/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:posts_active.svg)

- [--] Week [---] -26%
- [--] Month [---] -15%
- [--] Months [-----] -24%
- [--] Year [-----] +28,543%

### Followers: [------] [#](/creator/twitter::1488239011378388997/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:followers.svg)

- [--] Week [------] +0.60%
- [--] Month [------] +4.20%
- [--] Months [------] +83%
- [--] Year [------] +325,973%

### CreatorRank: [-------] [#](/creator/twitter::1488239011378388997/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2222 [technology brands](/list/technology-brands)  28.92% [finance](/list/finance)  #6049 [cryptocurrencies](/list/cryptocurrencies)  #3031 [countries](/list/countries)  8.43% [automotive brands](/list/automotive-brands)  #5663 [luxury brands](/list/luxury-brands)  3.61% [fashion brands](/list/fashion-brands)  1.81% [social networks](/list/social-networks)  1.81% [currencies](/list/currencies)  1.2%

**Social topic influence**
[$nvo](/topic/$nvo) #3, [$asml](/topic/$asml) #3, [asml](/topic/asml) #7, [$hims](/topic/$hims) #10, [novo](/topic/novo) #371, [$nbis](/topic/$nbis) #405, [$csu](/topic/$csu) #12, [$tsm](/topic/$tsm) #35, [$lly](/topic/$lly) #10, [$msft](/topic/$msft) #16

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@meeijer](/creator/undefined) [@researchpulse1](/creator/undefined) [@hatedmoats](/creator/undefined) [@invest091](/creator/undefined) [@theraymyers](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@jmsadowska](/creator/undefined) [@jtreble_deriv](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@preseidentmusk](/creator/undefined) [@sergeycyw](/creator/undefined) [@sourjyac93](/creator/undefined) [@investseekers](/creator/undefined) [@jkjn12345](/creator/undefined) [@edgestrategy67](/creator/undefined) [@wealthmatica](/creator/undefined) [@11yaron5865](/creator/undefined) [@stockstormx](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$msft) [DLocal Limited (DLO)](/topic/$dlo) [Sea Limited (SE)](/topic/$se) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [Evotec SE (EVO)](/topic/$evo) [MercadoLibre Inc (MELI)](/topic/$meli) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [S&P Global Inc (SPGI)](/topic/$spgi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vistra, Corp. (VST)](/topic/$vst) [Micron Technology, Inc. (MU)](/topic/$mu) [Ferrari N.V. (RACE)](/topic/$race) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Oklo Inc. (OKLO)](/topic/$oklo) [Constellation Energy Corp (CEG)](/topic/$ceg) [Mastercard, Inc. (MA)](/topic/$ma) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Spotify Technology (SPOT)](/topic/$spot) [Netflix Inc (NFLX)](/topic/$nflx) [Costco Hot Dog (COST)](/topic/$cost) [Alibaba Group (BABA)](/topic/$baba) [Salesforce Inc (CRM)](/topic/$crm) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Arista Networks Inc (ANET)](/topic/$anet)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BLDR - TOP [--] performer in the S&P500 in the last [--] and [--] years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE 🧵 1/ Company overview Imagine you want to build a house add an extension or do a big renovation. You're going to need a lot of materials. Things like wood for the frame pre-built sections like wall frames or roof pieces windows doors and all sorts of other supplies. Builders FirstSource is essentially a giant supplier for people who do this kind of work professionally like home builders and remodeling companies. Think of them like a massive hardware store or a"  
[X Link](https://x.com/TacticzH/status/1923696056966971419)  2025-05-17T11:04Z 35.9K followers, 30.1K engagements


"Top European Quality Companies 💎 [--]. $ASML ASML [--]. $RMS Hermes [--]. $ADYEN Adyen [--]. $NVO Novo Nordisk [--]. $SIE Siemens AG [--]. $SE Schneider Electric [--]. $EVO Evolution AB [--]. $RACE Ferrari [--]. $INVE-B Investor AB [--]. $WKL Wolters Kluwer [--]. $MC / $LVMH Louis Vuittion Mot etc. [--]. $OR L'oreal SA [--]. $CHEMM ChemoMetec Agree Which would you add"  
[X Link](https://x.com/TacticzH/status/1925093975704178957)  2025-05-21T07:39Z 35.9K followers, 48.1K engagements


"10 Companies that could 2X within [--] years 💎 - $HIMS Hims and Hers - $NBIS Nebius - $MELI MercadoLibre - $NU Nu Holdings - $NVO Novo Nordisk - $ASTS AST Spacemobile - $TSM Taiwan Semi - $ASML ASML - $OSCR Oscar Health - $BLDR Builders Firstsource Agree Which would you add https://twitter.com/i/web/status/1925287984569647506 https://twitter.com/i/web/status/1925287984569647506"  
[X Link](https://x.com/TacticzH/status/1925287984569647506)  2025-05-21T20:30Z 35.9K followers, 61.1K engagements


"12 Non-US Companies to consider as a long-term investor: - $ASML ASML - $CSU Constellation Software - $MELI Mercadolibre - $NU Nu Holdings - $RACE Ferrari - $SPOT Spotify - $ADYEN Adyen - $PME Pro Medicus - $RMS Hermes - $EVO Evolution AB - $TSM Taiwan Semiconductor - $CDLR Cadeler Which would you add https://twitter.com/i/web/status/1929201971220586833 https://twitter.com/i/web/status/1929201971220586833"  
[X Link](https://x.com/TacticzH/status/1929201971220586833)  2025-06-01T15:42Z 35.9K followers, 39.1K engagements


"🪐My current investable Universe 🪐 Any suggestions for stocks to add to this universe $AMZN ✅ $AMD 🟠 $ASML ✅ $ASTS $AXON ✅ $BABA ✅ $BLDR ✅ $CDLR $COST $CRM $CSU $EVO ✅ $FICO $GOOG ✅ $GRAB $HIMS 🟠 $HOOD $KKR $LLY $MC ✅ $MCO $META $MSFT ✅ $NBIS ✅ $NFLX $NKE $NU $NVDA ✅ $NVO ✅ $OSCR 🟠 $PEP $PLTR $PME $RACE 🟠 $SOFI $SPOT 🟠 $SPGI ✅ $TSLA $TSM ✅ $UBER $V ✅ $VST ✅ How many do you own ✅ = I own 🟠= High on watchlist but want better price"  
[X Link](https://x.com/TacticzH/status/1930266126040096853)  2025-06-04T14:11Z 35.8K followers, 22.5K engagements


"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"  
[X Link](https://x.com/TacticzH/status/1931811218219835672)  2025-06-08T20:31Z 35.9K followers, 73.1K engagements


"My current top [--] holdings: [--]. $ASML ASML [--]. $EVO $EVVTY Evolution AB [--]. $NBIS Nebius [--]. $MSFT Microsoft [--]. $GOOGL Alphabet Which are yours"  
[X Link](https://x.com/TacticzH/status/1932450500378526117)  2025-06-10T14:51Z 35.9K followers, 27.1K engagements


"Here are my top [--] plays with exposure to nuclear energy: - $VST Vistra Corp - $RR Rolls Royce - $LMT Lockheed Martin - $CEG Constellation Energy - $OKLO Oklo - $HON Honeywell - $D Dominion Energy - $CCJ Cameco - $GEV GE Vernova - $BWX BWX Technologies Which is your favorite Why nuclear stocks The energy consumption of data centers is projected to DOUBLE or even TRIPLE in the coming years. Some estimates suggest that by [----] electricity used by data centers alone could be comparable to that of entire countries like India or Germany. We WILL need NUCLEAR power to meet those incredibly high"  
[X Link](https://x.com/TacticzH/status/1936133345110266115)  2025-06-20T18:45Z 35.9K followers, 20K engagements


"Here are my [--] favorite NON-US companies You should be watching these 🧵 1/ $NBIS Nebius is highly specialized in AI-centric cloud infrastructure and services. When you buy Nebius you buy a stake in: ✅Nebius core: AI-centered cloud platform + data centers ✅Avride: Autonomous driving and delivery robots ✅Clickhouse: open-sourced column-oriented SQL database management system ✅TripleTen: Online education platform that provides coding bootcamps ✅Toloka: Crowdsourcing platform that provides human-annotated data for training and evaluating AI models All of these together make them a very strong AI"  
[X Link](https://x.com/anyuser/status/1943771573799792964)  2025-07-11T20:37Z 35.9K followers, 56.3K engagements


"Which company do you think is the best buy right now - $UNH at $281 - $ASML at [---] - $OSCR at $14.45 - $DLO at $10.83 - $GRAB at $5.35 - $MELI $2362 - $AMD at $166 - $HIMS at [-----] - $ASTS at $53.45 - $HOOD at $104.85"  
[X Link](https://x.com/anyuser/status/1949562705234555268)  2025-07-27T20:09Z 35.9K followers, 235.7K engagements


"Looking to diversify away from the US stock market This is the only watchlist you need: $SIE Siemens AG  $TSM Taiwan Semiconductor $IREN Iren Ltd $PDD Pinduoduo $SPOT Spotify Technology S.A. $BN Brookfield Corporation $RHM Rheinmetall $KPG Kelly Partners Group $CSU Constellation Software $CDLR Cadeler A/S $VLK Van Lanschot Kempen N.V. $MELI MercadoLibre $XIAOMI Xiaomi Corporation $RMS Hermes International SCA $EVO Evolution AB $ADYEN Adyen $NVO Novo Nordisk $RYCEY Rolls Rocye $CPNG Coupang $LDO Leonadro SpA $SE Sea Ltd $TOI Topicus Inc. $BABA Alibaba $LVMH LVMH Mot Hennessy Louis Vuitton SE"  
[X Link](https://x.com/TacticzH/status/1957711624686477809)  2025-08-19T07:49Z 35.9K followers, 53.1K engagements


"My top [--] of companies with the strongest MOATs [--]. $ASML - ASML [--]. $FICO - Fair Isaac Corp [--]. $SPGI - S&P Global [--]. $MCO - Moody's Corp [--]. $V / $MA - Visa and Mastercard [--]. $EVO- Evolution Ab [--]. $MSFT - Microsoft [--]. $TSM - Taiwan Semiconductor Manufacturing [--]. $HII - Huntington Ingalls [--]. $COST - Costco [--]. $WM - Waste Management [--]. $TSCO - Tractor Supply Company [--]. $EFX - Equifax [--]. $SAP - SAP [--]. $ICE - Intercontinental Exchange [--]. $GGG - Graco [--]. $INTU - Intuit [--]. $ORLY - O'Reilly Auto Parts [--]. $UNP - Union Pacific [--]. $KO - Coca Cola Do you agree with this list Which would you add"  
[X Link](https://x.com/TacticzH/status/1963582674809098571)  2025-09-04T12:39Z 35.9K followers, 65.5K engagements


"These are the current Fintwit Favorites. Which one has the most potential from this point - $NBIS Nebius - $OSCR Oscar Health - $DUOL Duolingo - $GRAB Grab - $IREN Iren ltd - $FOUR Shift4 Payments - $ROOT Root inc - $LMND Lemonade - $OPEN Opendoor - $BMNR Bitmine Immersion Technologies - $SOFI Sofi - $HOOD Robinhood - $OKLO Oklo - $IONQ IONQ https://twitter.com/i/web/status/1969849106093818132 https://twitter.com/i/web/status/1969849106093818132"  
[X Link](https://x.com/TacticzH/status/1969849106093818132)  2025-09-21T19:39Z 35.9K followers, 75.9K engagements


"5 stocks I consider buy-worthy today: - $DLO DLocal - $NVO Novo Nordisk - $AMZN Amazon - $EVO Evolution AB - $DAVE Dave [--] stocks I would ignore: - $PLTR Palantir - $OKLO Oklo - $TSLA Tesla - $ASTS AST SpaceMobile - $HIMS Hims & Hers [--] stocks high on my watchlist: - $BN Brookfield Corp - $FFX Fairfax Financial Holdings - $CSU Constellation Software - $SE Sea ltd - $AXON Axon Agree"  
[X Link](https://x.com/TacticzH/status/1977830562456097009)  2025-10-13T20:15Z 35.9K followers, 88.1K engagements


"$NVO - Priced for bankruptcy. So much potential just from rerating alone. https://twitter.com/i/web/status/1986812312347386040 https://twitter.com/i/web/status/1986812312347386040"  
[X Link](https://x.com/TacticzH/status/1986812312347386040)  2025-11-07T15:05Z 35.9K followers, 191K engagements


"Citizens Financial initiated coverage on $NBIS with a Market Outperform rating and a $175.00 price target. That's almost 100% upside from this level"  
[X Link](https://x.com/TacticzH/status/1991074968185025017)  2025-11-19T09:23Z 35.9K followers, 18.2K engagements


"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to 11.3% after [--] weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to 15.3% at [--] weeks In comparison: Oral Wegovy showed 16.6% weight loss after [--] weeks and. Lilly's Orforglipron resulted in average weight loss of 12.4% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in [----]. https://twitter.com/i/web/status/1998030146201133201"  
[X Link](https://x.com/TacticzH/status/1998030146201133201)  2025-12-08T14:01Z 35.9K followers, 10.7K engagements


"These are my top [--] International picks going into [----] $NVO Novo Nordisk $ASML ASML $TSM Taiwan Semiconductor Manufacturing $DLO Dlocal $CSU Constellation Software $MELI MercadoLibre $SE Sea Ltd $NBIS Nebius $TOI.V Topicus $KRKNF Kraken Robotics What are yours https://twitter.com/i/web/status/2000574063820062757 https://twitter.com/i/web/status/2000574063820062757"  
[X Link](https://x.com/TacticzH/status/2000574063820062757)  2025-12-15T14:30Z 35.8K followers, 60.2K engagements


"Get ready for 2026: [--] growth stocks to watch $IREN Iren $NBIS Nebius $GLXY Galaxy Digital Holdings $KRKNF Kraken Robotics $MELI MercadoLibre $SE Sea Limited $DLO dLocal $HROW Harrow $PME Pro Medicus $GRAB Grab Holdings $NU Nu Holdings $RKLB Rocket Lab $AXON Axon Enterprise $VST Vistra Corp $AMD Advanced Micro Devices Which ones am I missing https://twitter.com/i/web/status/2002784881110294568 https://twitter.com/i/web/status/2002784881110294568"  
[X Link](https://x.com/TacticzH/status/2002784881110294568)  2025-12-21T16:55Z 35.9K followers, 33.6K engagements


"Get ready for 2026: [--] AI/Datacenter plays to watch $NBIS Nebius Group $IREN IREN Limited $CIFR Cipher Mining $VST Vistra Corp $WYFI WhiteFiber Inc $CRWV CoreWeave $GLXY Galaxy Digital $EQIX Equinix $VRT Vertiv Holdings $CLS Celestica What am I missing https://twitter.com/i/web/status/2004197690717212919 https://twitter.com/i/web/status/2004197690717212919"  
[X Link](https://x.com/TacticzH/status/2004197690717212919)  2025-12-25T14:29Z 35.9K followers, 43.2K engagements


"My Top [--] Stocks going into 2026: 🥇 $NVO 🥈 $DLO 🥉 $NBIS What is your top [--] My Top [--] Stocks for 2026: 🥇 $IREN 🥈 $HIMS 🥉 $ONDS All three are in my long-term portfolio. My Top [--] Stocks for 2026: 🥇 $IREN 🥈 $HIMS 🥉 $ONDS All three are in my long-term portfolio"  
[X Link](https://x.com/TacticzH/status/2006100479059644556)  2025-12-30T20:30Z 35.9K followers, 48.5K engagements


"Is it time to look into $RACE again Currently in it's largest drawdown in over a decade"  
[X Link](https://x.com/TacticzH/status/2007825595728609504)  2026-01-04T14:45Z 35.7K followers, [----] engagements


"The Top [--] performing companies of the S&P500 in [----] 559% - Sandisk - $SNDK 282% - Western Digital - $WDC 239% -Micron - $MU 219% - Seagate technology - $STX 203% - Robinhood - $HOOD 172% - Warner Bros Discovery - $WBD 168% - Newmont Corp - $MEN 137% - Lam Research - $LRCX 135% - Palantir - $PLTR 120% - Comfort systems - $FIX Data storage and memory solutions heavily represented here. Are these still buy-worthy or has this ship sailed https://twitter.com/i/web/status/2008533484294328542 https://twitter.com/i/web/status/2008533484294328542"  
[X Link](https://x.com/TacticzH/status/2008533484294328542)  2026-01-06T13:37Z 35.8K followers, 138.7K engagements


"These are the Top [--] WORST performing companies of the S&P500 in [----] - 67% - Fiserv - $FISV - 67% - The Trade Desk- $TDD -49% - Deckers Outdoor- $DECK -48% - Gartner- $IT -44% - Lululemon- $LULU -40% - Molina Healthcare- $MOH -40% - Charter Communications- $CHTR - 39% - Alexandria Real Estate Eq- $ARE - 39% - Factset Research Systems- $FDS - 38% - Chipotle Mexican Grill - $CMG Which one has the most potential to do well in [----] you think https://twitter.com/i/web/status/2008879163097452559 https://twitter.com/i/web/status/2008879163097452559"  
[X Link](https://x.com/TacticzH/status/2008879163097452559)  2026-01-07T12:31Z 35.8K followers, 15.8K engagements


"Why I believe $PLTR is NOT a buy right now $TSLA is NOT a buy right now $HIMS is NOT a buy right now $ASTS is NOT a buy right now $ASML is NOT a buy right now $MSTR is NOT a buy right now $BMNR is NOT a buy right now $SOFI is NOT a buy right now Valuation matters. Valuation matters a lot. Valuations on a lot of companies in the market are reaching or at levels that scream expensive to me. The potential of companies like $TSLA and $ASTS is unmatched but valuation is not attractive right now. A lot of the current valuation is based on future promises and beliefs and that simply does not cut it"  
[X Link](https://x.com/TacticzH/status/2008912760273551613)  2026-01-07T14:45Z 35.9K followers, 353K engagements


"These are my my top [--] picks for 2026: $NVO - Novo Nordisk $DLO - dLocal $NBIS - Nebius $KRKNF - Kraken Robotics $AMZN - Amazon $SE - Sea Ltd $MELI - MercadoLibre $MSFT - Microsoft $BABA - Alibaba $V - Visa So far it's at a 5.13% YTD. You can follow and track the portfolio for FREE via blossom via this link: Disclaimer: this is not my actual portfolio. I do own some of these companies but not all of them. I'll also make and track some sector or theme-specific portfolios for [----] as well. More on that later https://getblossom.onelink.me/SOfu/TacticzHazel"  
[X Link](https://x.com/TacticzH/status/2009980477604577280)  2026-01-10T13:27Z 35.8K followers, 30.7K engagements


"Companies with 25%+ ROIC trading below [--] times earnings: SK Hynix: ROIC: 27.6% P/E: [----] $MRK - Merck & CO ROIC: 26.6% P/E: [----] $NVO - Novo Nordisk ROIC: 26.6% P/E [----] $UBER - Uber Holdings ROIC: 27.2% PE: [--] $PDD - PinDuoDuo ROIC: 68.5% PE: [----] *Data from fiscal"  
[X Link](https://x.com/TacticzH/status/2010099830165532994)  2026-01-10T21:22Z 35.8K followers, 35K engagements


"10 Quality companies trading at their lowest valuations ever. [--]. $CSU - Constellation Software P/FCF 19.84"  
[X Link](https://x.com/TacticzH/status/2010349488313950313)  2026-01-11T13:54Z 35.8K followers, 185.8K engagements


"Great start to the year for my top [--]. $NVO +16% $DLO +1.18% $NBIS +24% $DLO is ready to run up next My Top [--] Stocks going into 2026: 🥇 $NVO 🥈 $DLO 🥉 $NBIS What is your top [--] My Top [--] Stocks going into 2026: 🥇 $NVO 🥈 $DLO 🥉 $NBIS What is your top 3"  
[X Link](https://x.com/TacticzH/status/2010826747974169051)  2026-01-12T21:30Z 35.8K followers, [----] engagements


"$NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we could value around $4B (which is conservative in my opinion Avride alone could be worth that). $25B - $4.2B - $4.8B - $4B =$12B (without cash deduction it would be $16.8B) If Nebius executes well and they have been doing just that so far they can easily do $4.5B in ARR by the end of [----] for their core business. Nebius is still cheap."  
[X Link](https://x.com/TacticzH/status/2012223462937419798)  2026-01-16T18:00Z 35.8K followers, 38.8K engagements


"@meeijer I think we still don't own enough $NBIS haha. $PRX suprises me there tbh ;)"  
[X Link](https://x.com/TacticzH/status/2012998544542629899)  2026-01-18T21:20Z 35.9K followers, [----] engagements


"$DLO - dLocal partners with HONOR to launch localized payments in Peru's. The partnership supports HONOR's expansion in Peru by introducing local payment methods such as cards bank transfers eWallets and cash aligning with how Peruvians pay online. "HONOR's products set a high bar for innovation and their payment experience should reflect the same standard" said Justin Goh Head of China at dLocal. "By processing transactions through domestic rails and supporting key local methods like Yape and Pago Efectivo we're helping them connect directly with consumers and build a strong foundation for"  
[X Link](https://x.com/TacticzH/status/2013558445996154942)  2026-01-20T10:25Z 35.8K followers, [----] engagements


"So many fantastic companies IPO'ing in [----]. Which one are you looking forward to the most"  
[X Link](https://x.com/TacticzH/status/2014344805128585362)  2026-01-22T14:30Z 35.8K followers, [----] engagements


"$NVO - This is it guys we have reached a top"  
[X Link](https://x.com/TacticzH/status/2014370070764347813)  2026-01-22T16:10Z 35.8K followers, 69.7K engagements


"Which AI company would you buy right now Chip design: - $AMD - $NVDA - $ARM - $INTC Manufacturing: - $TSM - $INTC - $SAMSUNG HBM/Memory: - $MU - SK HYNIX Equipment: - $ASML - $KLAC - $LRCX Power: - $VST - $CEG Networking: - $ANET - $MRVL"  
[X Link](https://x.com/TacticzH/status/2014435400186548339)  2026-01-22T20:30Z 35.7K followers, 42.9K engagements


"🚨 BREAKING: $NVO'S WEGOVY PILL SALES HIT A RECORD [-----] IN WEEK [--] Compare this to last week's [----] number (which was already very good) and you can see how big this is. For comparison: Zepbound did 10k in week [--] and the injectable Wegovy did just over 1k in it's second week upon launch So these numbers are very very promising and show how much interest there is in oral pills for weight-loss. And keep in mind this is excluding telehealth and Novocare numbers. Even though sentiment is already changing it seems to me the market is still heavily underestimating the impact the new oral GLP-1 era"  
[X Link](https://x.com/TacticzH/status/2014607825259880683)  2026-01-23T07:55Z 35.8K followers, 53.2K engagements


"$CSU is down about 50% from it's all-time high. This warrants a proper look into it's valuation. Is it actually cheap now or not Let's find out. So therefore I partnered with @HatedMoats to write a DCF analysis on Constellation Software. Completely free to read Go check it out and let me know what you think. Link below: https://open.substack.com/pub/tacticzhazel/p/constellation-software-dcf-valuationr=4lfjyv&utm_campaign=post&utm_medium=web https://open.substack.com/pub/tacticzhazel/p/constellation-software-dcf-valuationr=4lfjyv&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/TacticzH/status/2014817375527333927)  2026-01-23T21:47Z 35.8K followers, 12K engagements


"If you invested $10k in $CLS in Jan [----] you would now have $235k"  
[X Link](https://x.com/TacticzH/status/2015522563263508521)  2026-01-25T20:30Z 35.8K followers, [----] engagements


"HBM Supply Chain Overview $MU - Micron $HXSCL - SK Hynix $SSNLF - Samsung $TSM - TSMC $NVDA - Nvidia $AMD - Advanced Micro Devices $SNPS - Synopsys $BESI - BE Semiconductor Industries $AMAT - Applied Materials $AVGO - Broadcom $MRVL - Marvell $DD - DuPont $MSFT - Microsoft $GOOGL - Alphabet $META - META $LCRX - Lam Research https://twitter.com/i/web/status/2015548415640228087 https://twitter.com/i/web/status/2015548415640228087"  
[X Link](https://x.com/TacticzH/status/2015548415640228087)  2026-01-25T22:12Z 35.9K followers, 29.4K engagements


"The Thematic Supercycle of 2026: AI / Compute / Semicon $ASML $SSNLF $NVDA $MU $AMD $TSM Nuclear & Power $CEG $VST $GEV $OKLO Data Centers & Power Infrastructure $NBIS $IREN $VRT $CRWV $CIFR Batteries & Storage $FLNC $EOSE $TE Defense & Aerospace $KRKNF $RHM $LMT $BA $LHX $RTX Drones & Autonomous Systems $AVAV $RCAT $ONDS Space $RKLB $ASTS $LUNR Copper $FCX $RIO $TECK $IE Rare Earths $MP $UUUU $CRML $TMC $IDR Quantum $QBTS $IONQ $RGTI Crypto $BTC $ETH Emerging markets $DLO $MELI $SE Healthcare $NVO $LLY What is your favorite theme for [----] https://twitter.com/i/web/status/2015878660033581252"  
[X Link](https://x.com/TacticzH/status/2015878660033581252)  2026-01-26T20:05Z 35.9K followers, 25.2K engagements


"@DG_Invests $NVO. $DLO $NBIS $ASML. The others not so sure ;)"  
[X Link](https://x.com/TacticzH/status/2015915784615105019)  2026-01-26T22:32Z 35.8K followers, [---] engagements


"@meeijer $CSU $NBIS and $DLO are looking especially good here"  
[X Link](https://x.com/TacticzH/status/2016271133192990754)  2026-01-27T22:04Z 35.8K followers, [----] engagements


"$NVO - The best defense is a good offence. Novo Nordisk spent a whopping $500M on advertising in the US for Wegovy and Ozempic in the first nine months of [----]. That's more than double what Eli Lilly spend in the same period. Now with the roll-out of the Wegovy Pill I expect to seen even higher numbers. A lot of budget is apparently spent on the Super Bowl but also on other commercials and advertising. I like it enough with waiting and wishing. Get the name out there. Source: Reuters https://twitter.com/i/web/status/2016506609636192642 https://twitter.com/i/web/status/2016506609636192642"  
[X Link](https://x.com/TacticzH/status/2016506609636192642)  2026-01-28T13:40Z 35.8K followers, 19.4K engagements


"$ASML - Aaaaaand it's gone. 🚨 $ASML Q4-25 Earnings are out 🚨 Shares are up 9% initially - Rev: 9.7B vs est: 9.58B 🟢 - EPS [----] vs est [----] 🔴 - Gross Margins: 52.2% vs est 52% 🟢 - Net bookings: 13.2B vs est 7B 🟢 Total sales 2025: [----] Backlog at the end of [----] of 38.8B Outlook https://t.co/cGnFtMfC7C 🚨 $ASML Q4-25 Earnings are out 🚨 Shares are up 9% initially - Rev: 9.7B vs est: 9.58B 🟢 - EPS [----] vs est [----] 🔴 - Gross Margins: 52.2% vs est 52% 🟢 - Net bookings: 13.2B vs est 7B 🟢 Total sales 2025: [----] Backlog at the end of [----] of 38.8B Outlook https://t.co/cGnFtMfC7C"  
[X Link](https://x.com/TacticzH/status/2016524358584254681)  2026-01-28T14:50Z 35.7K followers, 27K engagements


"🚨BREAKING: $NVO WEGOVY PILL STILL AT RECORD LEVELS. Symphony data show TRx are at [-----] for week [--]. Another big jump compared to the [-----] reported last Friday for week [--]. TRx stand for total prescriptions. This includes new and refills (but refills are not part of the equation for the Wegovy Pill ofcourse. Keep in mind this is still not the total number as telehealth sales and NovoCare are not included. IQVIA Data to be released at 12:00 CET today should confirm this strong trend. Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. And then we have"  
[X Link](https://x.com/TacticzH/status/2017144596254294134)  2026-01-30T07:55Z 35.8K followers, 18.5K engagements


"$NVO - IQVIA Data is out as well Wegovy pill hits over 26k US prescriptions in the second full week after it's launch. This again confirms the strong sales numbers we saw earlier today from Symphony. That means that the Wegovy pill was prescribed [-----] times for the week ended January [--] https://twitter.com/i/web/status/2017216180335915139 https://twitter.com/i/web/status/2017216180335915139"  
[X Link](https://x.com/TacticzH/status/2017216180335915139)  2026-01-30T12:39Z 35.7K followers, 10.7K engagements


"THE HBM sector could grow from $4B in [----] to $130B by [----] according to Bloomberg. These companies are set to benefit: The Big 3: $MU Micron $SSNLF Samsung $HXSCL SK Hynix Ecosystem: $ASML ASML $TSM TSMC $INTC Intel $AMD Advanced Micro Devices $NVDA Nvidia Advanced Equipment Suppliers $BESI BE Semiconductor Hanmi Semiconductor Disco Corp Packaging: $AMKR Amkor ASE Technology Holding JCET Group Design and IP $RMBS Rambus $CDNS Cadence Design Systems $SNPS Synopsys Others: $MRVL Marvell Fujitsu Powertech Technology $AMAT Applied Materials $KLIC Kulicke and Soffa"  
[X Link](https://x.com/TacticzH/status/2017243907298570610)  2026-01-30T14:30Z 35.9K followers, [----] engagements


"My next deep dive will be on $CSU I'm currently very busy finalizing it I hope to release it within a week or so. The more I dive into Constellation Software the more I realize what a brilliant well-ran company this is. It perfectly fits with how I approach investing myself. It's non-hyped self-critical sometimes a tad boring focused on execution and always honest. This is not a company that is focused on short-term returns. They don't need hype. They execute. They generate cash. A lot of it. This is a company that has built its brand name over the span of several decades. Mark Leonard set"  
[X Link](https://x.com/TacticzH/status/2017315764642930759)  2026-01-30T19:15Z 35.8K followers, 15.4K engagements


"My top [--] picks are beating the S&P500 with 5.3% to 1.6% YTD. Fortunately my ''real'' portfolio is doing even better with a solid 10% YTD return. Why the difference I did not include $ASML (my largest holding) in my top [--] list. Silly me. Here is how each of my picks have performed so far this year from best to worst performer: [--]. $KRKNF - Kraken Robotics = +21.2% [--]. $NVO - Novo Nordisk = +13.4% [--]. $BABA - Alibaba = +10% [--]. $MELI - MercadoLibre = +9.2% [--]. $AMZN - Amazon = +6% [--]. $DLO - dLocal = -3.7% [--]. $NBIS - Nebius = -4.81% [--]. $V - Visa - 6.35% [--]. $MSFT - Microsoft = -8.8% [--]. $SE - Sea"  
[X Link](https://x.com/TacticzH/status/2017349604107489659)  2026-01-30T21:30Z 35.8K followers, [----] engagements


"Tell me you know nothing about $ASML without telling me. You do know $ASML has different EUV machines right Ever heard about Low-NA and high-NA $ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and customers have zero alternatives. ASML is the only company on Earth that makes EUV lithography machines where $TSM + $INTC need https://t.co/Gzo43UywJn $ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and"  
[X Link](https://x.com/TacticzH/status/2017870622416584988)  2026-02-01T08:00Z 35.8K followers, 15K engagements


"$MSFT Microsoft now trades at 24.5x FWD earnings. Looking back these have been great buying opportunities. Is this a quality company on sale or is there more to it"  
[X Link](https://x.com/TacticzH/status/2018328839533859112)  2026-02-02T14:21Z 35.8K followers, 19.8K engagements


"🚨Just in: $WBD Warner Bros' shareholders likely to hold vote on Netflix $NFLX deal in March. Reuters: If shareholders were to reject the Netflix deal Paramount is expected to continue escalating pressure and attempt to replace Warner Bros board members with directors more open to reviewing or approving its hostile $108.4 billion offer. Warner Bros' board unanimously rejected Paramount's bid labeling it "inadequate" and "not in the best interests" of shareholders. https://twitter.com/i/web/status/2018339154468208916 https://twitter.com/i/web/status/2018339154468208916"  
[X Link](https://x.com/anyuser/status/2018339154468208916)  2026-02-02T15:02Z 35.9K followers, 12.8K engagements


"🚨BREAKING - $NVO - CAGRISEMA ACHIEVED 14.2% WEIGHT LOSS IN REIMAGINE [--] TRIAL. CagriSema achieved superior weight loss of up to 14.2% where up to 43% of the people achieved 15% weight loss and up to 24% achieved 20% weight loss. CagriSema achieved superior HbA1c reduction of up to 1.91%-points1 from a mean HbA1c baseline of 8.2%. Shares are up 2% on the news. https://twitter.com/i/web/status/2018351169731493965 https://twitter.com/i/web/status/2018351169731493965"  
[X Link](https://x.com/TacticzH/status/2018351169731493965)  2026-02-02T15:49Z 35.8K followers, 61.3K engagements


"@JCanNuSH WHY"  
[X Link](https://x.com/TacticzH/status/2018376470419095767)  2026-02-02T17:30Z 35.7K followers, [----] engagements


"$ASML is not wasting any time with buybacks. Purchasing about 25M per day since they announced the 12B program last week"  
[X Link](https://x.com/TacticzH/status/2018415649517650145)  2026-02-02T20:06Z 35.8K followers, 40.3K engagements


"Great article on $NVO https://t.co/VHfdtbUjWG https://t.co/VHfdtbUjWG"  
[X Link](https://x.com/TacticzH/status/2018567602248003737)  2026-02-03T06:09Z 35.8K followers, 20.9K engagements


"$NVO - Novo Nordisk has submitted Wegovy pill for approval in Brasil. Brasil could be a key market for $NVO as obesity is rising quickly there. Overweight among Brazilians has jumped 20% in [--] years and over 60% of Brazilians are overweight Obesity doubled from [----] to [----] affecting 25.7% of the population. Novo recently invested over $1B to increase it's exposure in Brasil by expanding the Montes Carlos Facility. This in an effort to strengthen their position in Lat-AM https://twitter.com/i/web/status/2018661730167959871 https://twitter.com/i/web/status/2018661730167959871"  
[X Link](https://x.com/TacticzH/status/2018661730167959871)  2026-02-03T12:23Z 35.8K followers, 12.6K engagements


"$PYPL - Paypal is nobody's pal right now"  
[X Link](https://x.com/TacticzH/status/2018663570431684960)  2026-02-03T12:31Z 35.9K followers, [----] engagements


"10 High Quality Companies in a big drawdown $SE -69% $NKE - 65% $NVO -63% $UNH -54% $CSU -52% $ORCL -51% $NOW -49% $RACE - 47% $AXON -41% $HOOD - 41% And this is all happening while markets are touching ATHs"  
[X Link](https://x.com/TacticzH/status/2018694212514992415)  2026-02-03T14:33Z 35.9K followers, 22.6K engagements


"@SergeyCYW I like $SE and $CSU here as well"  
[X Link](https://x.com/TacticzH/status/2018713461883035658)  2026-02-03T15:49Z 35.8K followers, [---] engagements


"Value investing is officially dead. Quality companies like $CSU $NVO $MSFT $FICO $ADP and $SE are getting flushed. Meanwhile this thing is breaking the sound barrier. $ASTS"  
[X Link](https://x.com/TacticzH/status/2018715919082471620)  2026-02-03T15:59Z 35.8K followers, [----] engagements


"$NVO - WHOOOPS"  
[X Link](https://x.com/TacticzH/status/2018733853808927008)  2026-02-03T17:10Z 35.8K followers, 70K engagements


"$NVO - The good news is we don't have to worry about bad guidance anymore. The bad news they gave it today. $NVO - WHOOOPS https://t.co/3lVRiB4zkK $NVO - WHOOOPS https://t.co/3lVRiB4zkK"  
[X Link](https://x.com/TacticzH/status/2018753096684609805)  2026-02-03T18:26Z 35.8K followers, 20.2K engagements


"$NVO - It was all in the cards. $NVO - This is it guys we have reached a top. https://t.co/yxqsmONZEm $NVO - This is it guys we have reached a top. https://t.co/yxqsmONZEm"  
[X Link](https://x.com/TacticzH/status/2018754823902867963)  2026-02-03T18:33Z 35.8K followers, 26.4K engagements


"$NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance and overall press release. Check it out. Link in bio and in the comments below"  
[X Link](https://x.com/TacticzH/status/2018796302583374267)  2026-02-03T21:18Z 35.8K followers, 19.1K engagements


"$NVO - Hidden in all the negativity. Mike Doustdar just said on Bloomberg TV that there are already [------] patients on the Wegovy pill. Also hidden in the news they announced a new buyback program of about 15B DKK roughly 1% of the current market cap. Still this repricing is warranted on this horrible guidance cut. https://twitter.com/i/web/status/2018798104443769151 https://twitter.com/i/web/status/2018798104443769151"  
[X Link](https://x.com/TacticzH/status/2018798104443769151)  2026-02-03T21:25Z 35.9K followers, 24.9K engagements


"My portfolio is down 4.5% today. One of the biggest drawdowns I have experienced since I started investing. But I noticed I am not concerned at all. I am happy with my portfolio. I am happy with my holdings. If anything I want more shares of the companies I hold. Stocks go up and down. That's part of investing. Sometimes for good reason (like today with $NVO). And sometimes it makes no sense at all ( I see you $CSU $TOI.V). But in the end we just have to sit through it It's part of the game"  
[X Link](https://x.com/TacticzH/status/2018801193854575007)  2026-02-03T21:38Z 35.8K followers, 12.6K engagements


"$NVO's turnaround story was never about the first part of [----]. Don't get me wrong just like each and every one of you I'm not impressed by the [----] guidance. But $NVO simply does not have information on the long-term uptake of the Wegovy pill plus the long-term impact of the US price cuts. What they need: - Multiple quarters of data on Wegovy Pill sales - Multiple quarters of comparison Wegovy Pill vs Orforglipron - Multiple quarters on US sales + margins Right now it is simply to early for them to make a decent and educated call on this. The start looks promising but that's all for now."  
[X Link](https://x.com/TacticzH/status/2019041650173976972)  2026-02-04T13:33Z 35.9K followers, 13.2K engagements


"$NVO - I think this particular remark in the earnings calls tells a lot about how they came to their [----] guidance. I believe management is being very conservative with their guidance here. They simply lack enough data regarding Wegovy pill sales and the potential volume increase driven by lower prices in the US. It could significantly underperform but in my opinion it could also exceed expectations. Perhaps even more importantly I think they HAVE to be conservative because $LLY is looming with Orforglipron. That could disrupt expectations or offset strong H1-26 results.""  
[X Link](https://x.com/TacticzH/status/2019048114087178667)  2026-02-04T13:59Z 35.9K followers, 11.5K engagements


"$NVO - TRx numbers for the Wegovy pill look insane"  
[X Link](https://x.com/TacticzH/status/2019306001498087763)  2026-02-05T07:04Z 35.9K followers, 15.1K engagements


"What do you buy now to get the best GLP-1 exposure $NVO $LLY $VKTX Novo Nordisk Eli Lilly Novo + Eli Lilly Vertix Pharmaceuticals Novo Nordisk Eli Lilly Novo + Eli Lilly Vertix Pharmaceuticals"  
[X Link](https://x.com/TacticzH/status/2019318722406576259)  2026-02-05T07:54Z 35.9K followers, [----] engagements


"$NVO $HIMS We all know how this ended last time. Is this even legal 🚨 JUST IN: $HIMS will be competing with Novo Nordisk by offering a compounded semaglutide pill 🔥 Pricing: $HIMS: $49 intro pricing and $99/month on subscription $NVO: $199/month https://t.co/aBWgq7mvRq 🚨 JUST IN: $HIMS will be competing with Novo Nordisk by offering a compounded semaglutide pill 🔥 Pricing: $HIMS: $49 intro pricing and $99/month on subscription $NVO: $199/month https://t.co/aBWgq7mvRq"  
[X Link](https://x.com/TacticzH/status/2019410399691415576)  2026-02-05T13:58Z 35.9K followers, 39K engagements


"Desperate move by $HIMS. I just don't think it's even legal. There is no shortage And the medicals reasons loophole (tailoring to side effects bs) just won't cut it. $NVO should sue. 🚨 JUST IN: $HIMS launches copy of Wegovy pill at an introductory price of $49/month. Yikes I know most people will call this bullish but I dont share that view. The litigation risk is now higher than ever. Also the fact that the company continues to double down on this https://t.co/bA9I1pwnGk 🚨 JUST IN: $HIMS launches copy of Wegovy pill at an introductory price of $49/month. Yikes I know most people will call"  
[X Link](https://x.com/TacticzH/status/2019413573185991172)  2026-02-05T14:11Z 35.9K followers, 24.7K engagements


"I highly question the legality of it. There is not shortage to justify the compounded version being on the market. $HIMS tries to angle it to medical reasons and side effects tailoring. But that's bs and everyone knows it. $NVO should take a stance here and sue the living shit out of them"  
[X Link](https://x.com/TacticzH/status/2019414568515031514)  2026-02-05T14:15Z 35.9K followers, [----] engagements


"$NVO - Ready to rumble $HIMS 🚨BREAKING - $NVO WILL SUE $HIMS https://t.co/6WEm3y2dgh 🚨BREAKING - $NVO WILL SUE $HIMS https://t.co/6WEm3y2dgh"  
[X Link](https://x.com/TacticzH/status/2019452135646044268)  2026-02-05T16:44Z 35.8K followers, [----] engagements


"$NVO $HIMS. Great take by Adam Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill *without* the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill *without* the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested"  
[X Link](https://x.com/TacticzH/status/2019487445062963475)  2026-02-05T19:05Z 35.9K followers, 15.7K engagements


"$HIMS is down 15% from the daily high. This is what you get when you literally scam your own patients. $NVO $LLY $HIMS"  
[X Link](https://x.com/TacticzH/status/2019489842980352053)  2026-02-05T19:14Z 35.9K followers, 22.1K engagements


"$NVO $HIMS - I just posted my update on Novo's 30% fall this week. A proper look into their earnings and I also address the $HIMS drama. Check it out and let me know what you think. Link in bio and comment section. Free to read"  
[X Link](https://x.com/TacticzH/status/2019509019480846510)  2026-02-05T20:30Z 35.8K followers, [----] engagements


"The link to the $NVO earnings review + addressing the $HIMS drama: https://open.substack.com/pub/tacticzhazel/p/novo-nordisk-update-everything-your=4lfjyv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tacticzhazel/p/novo-nordisk-update-everything-your=4lfjyv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/TacticzH/status/2019509175387308192)  2026-02-05T20:31Z 35.7K followers, [----] engagements


"http://x.com/i/article/2019514639969648640 http://x.com/i/article/2019514639969648640"  
[X Link](https://x.com/TacticzH/status/2019517034237980714)  2026-02-05T21:02Z 35.9K followers, 39.6K engagements


"Explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts. https://t.co/7Q0C7a38na https://t.co/7Q0C7a38na"  
[X Link](https://x.com/TacticzH/status/2019523539791917114)  2026-02-05T21:28Z 35.9K followers, 11.2K engagements


"My explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts. https://t.co/7Q0C7a38na https://t.co/7Q0C7a38na"  
[X Link](https://x.com/TacticzH/status/2019539350443421732)  2026-02-05T22:31Z 35.9K followers, 20.2K engagements


"@sourjyac93 Not holding $EVO anymore You"  
[X Link](https://x.com/TacticzH/status/2019552197105840613)  2026-02-05T23:22Z 35.8K followers, [---] engagements


"This will not end well for $HIMS. FDA with a very quick statement. $NVO $LLY FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/TacticzH/status/2019646011497672926)  2026-02-06T05:35Z 35.9K followers, 18.5K engagements


"@investseekers Still good numbers but a slight stagnation Let's hope the Super Bowl can give another boost to the sales numbers"  
[X Link](https://x.com/TacticzH/status/2019709802906349605)  2026-02-06T09:48Z 35.7K followers, [----] engagements


"Also [--] $NVO products featured on the main page"  
[X Link](https://x.com/TacticzH/status/2019724802597265652)  2026-02-06T10:48Z 35.8K followers, [----] engagements


"$IREN is actually in the green now after dropping almost 20% after hours. Hated to loved in the span of a couple of hours. Gotta love the stock market. Congrats to all the dip buyers"  
[X Link](https://x.com/TacticzH/status/2019745150067482909)  2026-02-06T12:09Z 35.8K followers, 21.3K engagements


"The Squeeze was there - $HIMS Here is why I won't invest in $HIMS https://t.co/6xdR14vodu Here is why I won't invest in $HIMS https://t.co/6xdR14vodu"  
[X Link](https://x.com/TacticzH/status/2020149242271006723)  2026-02-07T14:54Z 35.8K followers, 13.9K engagements


"The market is selling $CSU because of AI fears. I believe it's more of an opportunity than a threat. And they are positioning themselves just like that. Customers will not just give up on their mission-critical software for some unknown new-founded company vibe-coding just a slightly better of cheaper product. They are way more likely to stick to the company that has been with them for many many years and treated them well. The company they trust. And that company is $CSU. That company is heavily investing in AI as well. And they are in pole position to implement it across their huge spectrum"  
[X Link](https://x.com/TacticzH/status/2020406708145737778)  2026-02-08T07:57Z 35.8K followers, [----] engagements


"Link to the $CSU deep dive: Free to read https://open.substack.com/pub/tacticzhazel/p/constellation-software-deep-diver=4lfjyv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tacticzhazel/p/constellation-software-deep-diver=4lfjyv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/TacticzH/status/2020497898040185025)  2026-02-08T14:00Z 35.8K followers, [----] engagements


"@invest091 Thanks Michael Looking back I maybe should've spend a bit more time on competitors. But it was so long already haha"  
[X Link](https://x.com/TacticzH/status/2020612136460865832)  2026-02-08T21:34Z 35.8K followers, [---] engagements


"@meeijer Good post mate This could have been so good for both $HIMS and $NVO. If only they worked together"  
[X Link](https://x.com/TacticzH/status/2020612417273876486)  2026-02-08T21:35Z 35.8K followers, [----] engagements


"@DD17_Capital Thanks for sharing my work Daniel Glad you thought it was worth sharing ;)"  
[X Link](https://x.com/TacticzH/status/2020620936245059822)  2026-02-08T22:09Z 35.8K followers, [---] engagements


"$NVO - Details on the share repurchase program. Novo wil repurchase up to 3.8B DKK (about 500M) shares in the period between the 4th of February and the 4th of March. This is part of the 15B DKK program (about 1% of total market cap and worth about 2B) that will be finalized next year on the 4th of February. Buybacks already began last week. They purchased between 200k and 280k shares per day. https://twitter.com/i/web/status/2020837560830865589 https://twitter.com/i/web/status/2020837560830865589"  
[X Link](https://x.com/TacticzH/status/2020837560830865589)  2026-02-09T12:29Z 35.8K followers, 17.5K engagements


"🚨BREAKING: $NVO THEY ACTUALLY DID IT. Novo Nordisk is asking the court to permanently ban $HIMS from selling unapproved compounded drugs that infringe our patents and is seeking to recover damages"  
[X Link](https://x.com/TacticzH/status/2020838375843156301)  2026-02-09T12:33Z 35.9K followers, 21.9K engagements


"$PGY Pagaya taking a real beating after earnings. What happened"  
[X Link](https://x.com/TacticzH/status/2020851073401946347)  2026-02-09T13:23Z 35.8K followers, 14K engagements


"$HIMS $NVO - Hims needs an investor relations upgrade more than $NVO does. And that says a lot. Framing this as an ''attack'' by a Danish company on an American company is so sad and cringe. Novo could care less where the company is from. They are merely protecting their IP as well as years and billions spend on research. Play with fire get burned. Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This"  
[X Link](https://x.com/TacticzH/status/2020867994482577433)  2026-02-09T14:30Z 35.9K followers, 10.9K engagements


"$ASML is not afraid of heights Continuing to buy back roughly 25M of shares every day. Currently at 1.5% of the total buyback program"  
[X Link](https://x.com/TacticzH/status/2020985311745257825)  2026-02-09T22:17Z 35.8K followers, 16.6K engagements


"@TheRayMyers I really like that EM basket here"  
[X Link](https://x.com/TacticzH/status/2021116174671454629)  2026-02-10T06:57Z 35.9K followers, [----] engagements


"There is no other company like $ASML. The engineering is just on another level. The mirrors inside an EUV machine are the flattest objects in the world and are measured in picometers (trillionths of a meter). I certainly never heard of that. If one of these mirrors were the size of the entire Netherlands or Germany the biggest "bump" or imperfection on the surface would be less than [--] millimeter high. https://twitter.com/i/web/status/2021168759520510173 https://twitter.com/i/web/status/2021168759520510173"  
[X Link](https://x.com/TacticzH/status/2021168759520510173)  2026-02-10T10:25Z 35.9K followers, [----] engagements


"$SPOT Crushed earnings - Up+15% in premarket. ✅Beat on MaU ✅Beat on Premium Subs ✅Beat on Gross margins ✅Beat on Operating income 🟠Revenue strong as well despite ARPU decline"  
[X Link](https://x.com/TacticzH/status/2021184758315692305)  2026-02-10T11:29Z 35.8K followers, [----] engagements


"@jkjn12345 I know Luckily ASML has quite a big ownership in Zeiss"  
[X Link](https://x.com/TacticzH/status/2021204732564603255)  2026-02-10T12:48Z 35.8K followers, [--] engagements


"@alc2022 Even if free I'd rather step on a Lego twice. And then another time to really pain myself"  
[X Link](https://x.com/TacticzH/status/2021303229896638750)  2026-02-10T19:20Z 35.8K followers, [----] engagements


"$HIMS is the perfect example of why you should not marry your stocks. Once the thesis breaks it breaks. The hard thing Being able to realize that it happened. And then acting on it. If you can't have an open mind about the stocks you own and follow you are doomed. This thesis broke. And it broke hard"  
[X Link](https://x.com/TacticzH/status/2021326373659222223)  2026-02-10T20:52Z 35.9K followers, 12.4K engagements


"$HOOD - Valuation matters"  
[X Link](https://x.com/TacticzH/status/2021331343473508672)  2026-02-10T21:12Z 35.9K followers, [----] engagements


"@Mindset4Money_X That's one hell of a chart. This is what growth looks like"  
[X Link](https://x.com/TacticzH/status/2021336185793282505)  2026-02-10T21:31Z 35.8K followers, [----] engagements


"@Spencer_Invest Thank you That was my goal as well 😄"  
[X Link](https://x.com/TacticzH/status/2021710341348946303)  2026-02-11T22:18Z 35.9K followers, [----] engagements


"$ASML- Since cash flow and capex are very lumpy they don't base their buy back strategy on share price but on cashflow. They've been doing that for ages. You can dislike it all you want but this is how they allocate cash. And it makes perfect sense. $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not https://t.co/ksMMEPdEvW $ASML is destroying shareholder value through one of the"  
[X Link](https://x.com/TacticzH/status/2021719744554873341)  2026-02-11T22:55Z 35.9K followers, [----] engagements


"It's not really about that. It's the only way that they CAN do buybacks. Cashflow is just too lumpy so they have to focus on timing cashflow availability rather than share price. It's always been like that. Of course you can argue now is not a good time but the same was said at [---] p/s and [---] p/s"  
[X Link](https://x.com/TacticzH/status/2021861586084794383)  2026-02-12T08:19Z 35.9K followers, [--] engagements


"@Dousek_Equity What would you buy from the MAG7"  
[X Link](https://x.com/TacticzH/status/2021962274689413192)  2026-02-12T14:59Z 35.9K followers, [----] engagements


"@EdgeStrategy67 $CEG was mentioned. Most of the others are hypergrowth but interesting nonetheless"  
[X Link](https://x.com/TacticzH/status/2022411781143245294)  2026-02-13T20:45Z 35.9K followers, [--] engagements


"🚨BREAKING: $NVO- Novo Nordisk to Sell Wegovy in Vials Novo aims to start selling Wegovy in vials. Currently they sell it in plastic injector pens. $LLY has already successfully used this approach for Zepbound and the vials are Eli Lilly's most popular offering right now. With vials patients need to fill a syringe with the drug themselves. Injector pens are the standard auto-injector devices often preferred for ease of use as they do not require manual drawing of medication. Vials require the use of a separate needle and syringe to draw up the medication. Launch will first take place in the"  
[X Link](https://x.com/TacticzH/status/2021849923033960796)  2026-02-12T07:32Z 35.9K followers, 26.1K engagements


"$NVO - New Wegovy Pill numbers $NVO- Sales for the Wegovy Pill continue to impress Prescriptions jumped from 29.4K last week to 38.4K this week That's a 30% increase Later today we will see IQVIA data which should support this trend. Keep in mind this is still without the Superbowl effect which $NVO- Sales for the Wegovy Pill continue to impress Prescriptions jumped from 29.4K last week to 38.4K this week That's a 30% increase Later today we will see IQVIA data which should support this trend. Keep in mind this is still without the Superbowl effect which"  
[X Link](https://x.com/TacticzH/status/2022248519130882209)  2026-02-13T09:56Z 35.9K followers, [----] engagements


"$NVO $LLY - Pharma patent cliff visualized Overview of the patent cliff Credit for the visual to @jmsadowska $NVO $LLY https://t.co/CJyL9AUmgM Overview of the patent cliff Credit for the visual to @jmsadowska $NVO $LLY https://t.co/CJyL9AUmgM"  
[X Link](https://x.com/TacticzH/status/2022265934224769405)  2026-02-13T11:05Z 35.9K followers, [----] engagements


"@wealthmatica Damn $ZETA in freefall too. Just following SaaS selloff"  
[X Link](https://x.com/TacticzH/status/2022298851650986147)  2026-02-13T13:16Z 35.9K followers, [---] engagements


"$GOOGL generates $40B in revenue just through Youtube Ads. That's almost $10B more than $ASML in total. Let that sink in"  
[X Link](https://x.com/TacticzH/status/2022378113775083722)  2026-02-13T18:31Z 35.9K followers, [----] engagements


"$10.000 invested [--] years go would now be: $NVDA = $3.520.000 $TSLA = $2.720.000 $AXON = $1.700.000 $AVGO = $1.410.000 $TPL = $1.020.000 $FICO = $546.190 $BLDR = $514.63 $ASML = $470.790 $ANET = $416.230 $MU = $378.130 $MELI = [-------] $AMD = $253.450 $AAPL = $243.630 $NFLX = $240.990 $MA = $224.240 $AMZN = $211.000 $MSFT = $194.000 $GOOGL = $192.000 $V = $188.110 $META = $176.139 $SPGI = $138.480 $NVO = $52.100 Picking the right company matters. https://twitter.com/i/web/status/2022392152148381959 https://twitter.com/i/web/status/2022392152148381959"  
[X Link](https://x.com/TacticzH/status/2022392152148381959)  2026-02-13T19:27Z 35.9K followers, 20K engagements


"Added to my $NVO and $EVO position today. Increased $NVO to 11% of the portfolio and $EVO is now my 3rd largest holding again at 8.3%. I think both provide excellent risk/rewards currently as I think there downside is limited. It's also a little bit of extra diversification from my mostly tech-oriented other holdings. Wanna stay on top of all my buys and sells and why I do them Subscribe to my SS as that's where I give regular portfolio updates and all my buys/sells. Going forward I will do less of these updates on X. 🔗Link in my bio https://twitter.com/i/web/status/1979212938020831515"  
[X Link](https://x.com/anyuser/status/1979212938020831515)  2025-10-17T15:48Z 35.9K followers, 59.2K engagements


"Get ready for 2026: [--] European companies to watch $ASML - ASML Holding $NBIS - Nebius $ADYEN - Adyen $ASMI - ASM International $WKL - Wolters Kluwer $NVO - Novo Nordisk $SAN - Sanofi $HO - Thales $AI - Air Liquide $SU - Schneider Electric $RMS - Hermes $SAP - SAP $SIE - Siemens AG $RHM - Rheinmetall AG $RACE - Ferrari $SPOT - Spotify $EVO - Evolution Gaming $III - 3i Group $PLUS.L - PLus500 ltd $WISE - Wise PLC Which one is your favorite and which one would you add https://twitter.com/i/web/status/2004922719553691730 https://twitter.com/i/web/status/2004922719553691730"  
[X Link](https://x.com/TacticzH/status/2004922719553691730)  2025-12-27T14:30Z 35.9K followers, 96.4K engagements


"Markets have been correcting for just under a week now and a lot of people on X and Reddit have started panicking already. Some are down 50% or more in a matter of weeks. With [--] consecutive months of green for the overall markets it seems like people have forgotten markets do move down as well. Some of these people are positioned very aggressively following hype chasing gains and acting on FOMO. Yes when you position like that you will see drawdowns of 50% or more. And you will see them often. This little bump is nothing yet. If you are worried now your portfolio is positioned way to"  
[X Link](https://x.com/TacticzH/status/2019336815107281105)  2026-02-05T09:06Z 35.9K followers, 15.7K engagements


"🚨BREAKING - $NVO WILL SUE $HIMS"  
[X Link](https://x.com/TacticzH/status/2019439476507046210)  2026-02-05T15:54Z 35.9K followers, 44.2K engagements


"Here is why I believe: $PLTR is still not a buy $TSLA is still not a buy $HIMS is still not a buy $ASTS is still not a buy $ASML is still not a buy $BMNR is still not a buy $MSTR is still not a buy $SOFI is still not a buy Even though we've seen a big correction in certain parts of the market I think a lot of hyper-growth and narrative oriented companies are still rather expensive. To be fair some of the companies I named in my last post (3rd of Jan) have a better risk/reward now than back in January. But I think the risk/reward for most of these is still skewed to the downside. And very"  
[X Link](https://x.com/TacticzH/status/2019538334578541050)  2026-02-05T22:27Z 35.9K followers, 89.3K engagements


"$NVO - Novo's CFO Karsten Munk Knudsen sold [------] shares this Tuesday. This headline sounds really bearish. But actually this is all just for tax reasons. In Denmark when employees receive shares as part of a bonus or incentive program it is considered taxable income at the moment the shares become yours. Since the Danish tax rate on high earners can hover around 50-55% the tax bill is too big. They can't just cough up this amount of cash. So instead they use a "Sell to Cover". So at first the CFO receives DKK 17M in shares. But at the same moment the government wants roughly DKK 8.4M for"  
[X Link](https://x.com/TacticzH/status/2021891408777347083)  2026-02-12T10:17Z 35.9K followers, 12.5K engagements


"$MSFT - Microsft trades at it's lowest EV/EBITDA multiple since [----]. Best MAG7 to buy now"  
[X Link](https://x.com/TacticzH/status/2021950815678959944)  2026-02-12T14:13Z 35.9K followers, 27.2K engagements


"@Mindset4Money_X Such strong growth Have you ever properly looked into $ANET I don't really know anything about them Quiet compounder"  
[X Link](https://x.com/TacticzH/status/2022339697339445332)  2026-02-13T15:58Z 35.9K followers, [---] engagements


"- Markets are still close to all time highs - Bitcoin is dead - Ethereum is dead - SaaS is dead - Financials are dead - Trump is still alive - The US admin is destroying the dollar - Gold is still at record height - AI is destroying jobs - Vibe-coding is the new holy grail to prosperity - Japan is broke - EM are dead - Oil is cheaper than a potato Is there anything left to buy https://twitter.com/i/web/status/2022435698385530897 https://twitter.com/i/web/status/2022435698385530897"  
[X Link](https://x.com/TacticzH/status/2022435698385530897)  2026-02-13T22:20Z 35.9K followers, 14.1K engagements


"Seth Klarman's Baupost Group bought $AMZN It's now their 2nd largest holding at 9.28% They sold almost half of their $GOOGL position"  
[X Link](https://x.com/TacticzH/status/2022436752158523433)  2026-02-13T22:24Z 35.9K followers, [----] engagements


"Chuck Akre has a great portfolio with strong moaty companies so always curious to see what he does. In Q4-25 he added to $CPRT and sold most of his $DHR position. Is $CPRT a buy here"  
[X Link](https://x.com/TacticzH/status/2022437435385303376)  2026-02-13T22:27Z 35.9K followers, [----] engagements


"If only there was a way to go short on the Netherlands. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"  
[X Link](https://x.com/TacticzH/status/2022732163096199287)  2026-02-14T17:58Z 35.9K followers, [----] engagements


"Quiet day in the market so you have time to do some research Check out this great deep dive on a company most people don't know Texas Pacific Land $TPL Daniel is a great writer and he does some excellent research. Definitely worth a read and be sure to check out his other deep dives as well. He surely deserves more followers here on X and on SS Today I am taking a closer look at $TPL. A company with 26% profit growth over ten years a 65% FCF margin and about 37% annual returns since [----]. I break down whether this success story can continue and at what price investors should consider an"  
[X Link](https://x.com/TacticzH/status/1994058781081092325)  2025-11-27T15:00Z 35.9K followers, 40.7K engagements


"$CSU turned from one of the best compounders in the world to ''hated because of AI'' in only a matter of months. That's how quick sentiment changes. The business itself not so much. It's now trading at the lowest P/FCF in over a decade. Is the sell-off overdone or justified https://twitter.com/i/web/status/2009372817968779654 https://twitter.com/i/web/status/2009372817968779654"  
[X Link](https://x.com/TacticzH/status/2009372817968779654)  2026-01-08T21:13Z 35.9K followers, 11.4K engagements


"$GOOGL is probably the most diversified bet on the future you can make. Not only do you get a stake in: - Search: ($1.8T) - Youtube ($550B) - Deepmind (Gemini) + TPU ($900B) - Google Cloud: ($575B) - Waymo ($175B) But you also get exposure to: - Anthropic (Google owns 14%) - SpaceX (8% Stake) - Verily - Stripe - $ARM ( Arm Holdings) - Figma - Discord - $ASTS - $PL - Planet Labs - GitLab - Metsera Not all of these are direct but you get exposure through Alpahbet's corporate and venture arms. Google also has an own browser email ad business and do not forget they own Android. Name me a more"  
[X Link](https://x.com/TacticzH/status/2012170476047548648)  2026-01-16T14:30Z 35.9K followers, 296.5K engagements


"Big win for $NVO and $LLY. Goodbye $HIMS Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding"  
[X Link](https://x.com/TacticzH/status/2019904071402934289)  2026-02-06T22:40Z 35.9K followers, 55K engagements


"Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect show-case of how you can built a company around core values vision and a strong focus on execution. It was built by one of the most interesting CEO's of all-time: Mark Leonard. Just learning about how he built this compounding machine around his core values and beliefs is truly inspiring. Free to read so check it out Any like"  
[X Link](https://x.com/TacticzH/status/2020497557118431261)  2026-02-08T13:58Z 35.9K followers, 52.5K engagements


"🚨BREAKING - $NVO. The FDA flags Novo Nordisk for misleading Wegovy ad The FDA says that the ad misbrands Wegovy Semaglutide tablets and violates the Federal Food Drug and Cosmetic Act The FDA is really busy 😄"  
[X Link](https://x.com/TacticzH/status/2020891134868832653)  2026-02-09T16:02Z 35.9K followers, 27.2K engagements


"$NVO - UBT251 the Retrarutide killer @ResearchPulse1 found some key leaked data that might suggest UBT251 could be beating $LLY's Retatrutide on both weight loss and side effects. The data seems unconfirmed so we have to take this with a grain of salt. But to me it only means one thing: watch the upcoming UBT251 data/trial results like a hawk. The phase [--] data is expected soon. It could be big. https://t.co/YXA1WNswo3 https://t.co/YXA1WNswo3"  
[X Link](https://x.com/TacticzH/status/2021179133380698291)  2026-02-10T11:07Z 35.9K followers, [----] engagements


"$CSU at $2325 CAD is a gift. Is it a nice gift though Unprecedented drop"  
[X Link](https://x.com/TacticzH/status/2021969454360646071)  2026-02-12T15:27Z 35.9K followers, 10.5K engagements


"@ResearchPulse1 Good update Very curious what tomorrow's numbers will be"  
[X Link](https://x.com/TacticzH/status/2022038927872504019)  2026-02-12T20:03Z 35.9K followers, [---] engagements


"@SharkChart Actually good information. I believe most of this is true. What are your sources for this and for the percentages"  
[X Link](https://x.com/TacticzH/status/2022193675619692850)  2026-02-13T06:18Z 35.9K followers, [---] engagements


"Overview of the patent cliff Credit for the visual to @jmsadowska $NVO $LLY https://twitter.com/i/web/status/2022253745111810419 https://twitter.com/i/web/status/2022253745111810419"  
[X Link](https://x.com/TacticzH/status/2022253745111810419)  2026-02-13T10:17Z 35.9K followers, 21.5K engagements


"@11Yaron5865 @jmsadowska I don't really understand the questions sorry"  
[X Link](https://x.com/TacticzH/status/2022260289396158753)  2026-02-13T10:43Z 35.9K followers, [---] engagements


"@babyfolio Overall very pleased with the report and earnings call. Execution is still strong. Let them cook"  
[X Link](https://x.com/TacticzH/status/2022263868307693722)  2026-02-13T10:57Z 35.9K followers, [---] engagements


"$INTC trades at a higher [----] EV/EBITDA multiple than $TSM Help me make sense of this"  
[X Link](https://x.com/TacticzH/status/2022287140525122001)  2026-02-13T12:30Z 35.9K followers, [----] engagements


"Quality companies in a large drawdown $SAP SAP $SOFI SOFI $SE Sea Ltd $TOI.V Topicus $APP AppLovin $MCO Moody's $MSFT Microsoft $CRM Salesforce $SPGI S&P Global $PME Pro Medicus $NOW ServiceNow $HIMS Hims & Hers $NVO Novo Nordisk $MELI MercadoLibre $TTD The Trade Desk $GRAB Grab Holdings $AXON Axon Enterprise $BKNG Booking Holdings $UBER Uber Technologies $UNH UnitedHealth Group $CEG Constellation Energy $CSU Constellation Software One company does not belong here can you see which one https://twitter.com/i/web/status/2022402144390041862 https://twitter.com/i/web/status/2022402144390041862"  
[X Link](https://x.com/TacticzH/status/2022402144390041862)  2026-02-13T20:07Z 35.9K followers, 22.8K engagements


"I'm really struggling to find any clear undervalued companies in the market right now. Some companies I still like around these levels: $NVO $DLO $SPGI and maybe $AMZN. What companies are you looking at/buying right now"  
[X Link](https://x.com/TacticzH/status/1983099168232235146)  2025-10-28T09:11Z 35.9K followers, 74K engagements


"If I had $1.000.000 to built a equally weighted portfolio with only large-MOAT companies it would look like this: - $ASML ASML - $TSM Taiwan Semiconductor - $GOOGL Alphabet - $V Visa - $MA Mastercard - $TMDX Transmedics - $META Meta Platforms - $AXON Axon Enterprise - $AMZN Amazon - $FFX Fairfax Financial - $SPGI S&P Global - $MCO Moody's Corp - $NVDA Nvidia - $MSFT Microsoft - $FICO Fair Isaac Corp Agree What would you change https://twitter.com/i/web/status/1996967085067436036 https://twitter.com/i/web/status/1996967085067436036"  
[X Link](https://x.com/TacticzH/status/1996967085067436036)  2025-12-05T15:37Z 35.9K followers, 92.4K engagements


"Get ready for 2026: [--] Asian companies to watch: $BABA - Alibaba $TCEHY - Tencent $BIDU - Baidu $PDD - PinDuoDuo $JD - JDcom $GRAB - GRAB $XIAOMI - Xiaomi Corp $TSM -Taiwan Semiconductor Manufacturing $SE - Sea ltd $CPNG - Coupang $SAMSUNG - Samsung $SONY - Sony Group Corp $TM - Toyota Motor Corp $BHA - Bharat Electronics $TRENT - Trent LTD Which one is your favorite and which one would you add https://twitter.com/i/web/status/2005023526949097878 https://twitter.com/i/web/status/2005023526949097878"  
[X Link](https://x.com/TacticzH/status/2005023526949097878)  2025-12-27T21:10Z 35.9K followers, 79.3K engagements


"Get ready for 2026: [--] large moat companies to watch $ASML ASML $TSM Taiwan Semiconductor $V Visa $MA Mastercard $AMZN Amazon $SPGI S&P Global $NVDA Nvidia $MSFT Microsoft $MCO Moody's Corp $FICO Fair Isaac Corp $HII Huntington Ingalls $WM Waste Management $COST Costco $CPRT Copart $GOOGL Alphabet Which one would you add https://twitter.com/i/web/status/2005285106693308526 https://twitter.com/i/web/status/2005285106693308526"  
[X Link](https://x.com/TacticzH/status/2005285106693308526)  2025-12-28T14:30Z 35.9K followers, 29.9K engagements


"Get ready for 2026: [--] high-growth stocks to watch $NBIS -Nebius $IREN -IREN $DLO -dLocal $SE -Sea ltd $PME - Pro Medicus $NU -Nu Holdings $GRAB- Grab Holdings $AXON- Axon $ASTS -AST SpaceMobile Inc. $RKLB- Rocket Lab $RDDT -Reddit $NOW- ServiceNow $AMD -Advanced Micro Devices $VST- Vistra Corp $LLY- Eli Lilly $ZETA- Zeta Global $TE - T1 Energy $CIFR - Cipher Mining $PGY - Pagaya $HROW - Harrow Which one is your favorite and which one am I missing https://twitter.com/i/web/status/2005651160145834474 https://twitter.com/i/web/status/2005651160145834474"  
[X Link](https://x.com/TacticzH/status/2005651160145834474)  2025-12-29T14:44Z 35.9K followers, 34.2K engagements


"Which company do you think is the best buy right now - $NVO at $5964 - $DLO at $1435 - $NBIS at $105 - $PLTR at $179 - $HIMS at [--] - $DUOL at $166 - $ZETA at $2351 - $IREN at $53 - $HOOD at $120 - $KRKNF at $8.70 CAD - $CSU at [----] CAD - $GRAB at [---] - $SE at $130 - $CRM at $240 https://twitter.com/i/web/status/2011194634643325413 https://twitter.com/i/web/status/2011194634643325413"  
[X Link](https://x.com/TacticzH/status/2011194634643325413)  2026-01-13T21:52Z 35.9K followers, 83.9K engagements


"$AXON has delivered [--] consecutive quarters of over 28% growth. One of the most impressive growth stories in the market right now. When is the price right for this one"  
[X Link](https://x.com/TacticzH/status/2012608361330802882)  2026-01-17T19:30Z 35.9K followers, 10.6K engagements


"$NVO - The Wegovy pill is the 2nd hit when you open browse for medications on the TrumpRX website. And if you are wondering about why Novo is facing pressure on sales just check out the list and original price"  
[X Link](https://x.com/TacticzH/status/2019724213402431495)  2026-02-06T10:45Z 35.9K followers, 29.3K engagements


"These are the worst performing stocks in the S&P500 in [----]. Any good buys here"  
[X Link](https://x.com/TacticzH/status/2021338272962838779)  2026-02-10T21:39Z 35.9K followers, [----] engagements


"1. Introduction 10.000+ words - Full Investment thesis on Constellation Software. After spending my last few weeks thoroughly researching CSU I now welcome you to my Deep Dive. I believe that this http://x.com/i/article/2021663892112650240 http://x.com/i/article/2021663892112650240"  
[X Link](https://x.com/TacticzH/status/2021669881343807879)  2026-02-11T19:37Z 35.9K followers, 49K engagements


"$CSU - One of my best deep dives so far. All support is truly appreciated https://t.co/ZeSJpTGQs5 https://t.co/ZeSJpTGQs5"  
[X Link](https://x.com/TacticzH/status/2021670514717339841)  2026-02-11T19:39Z 35.9K followers, 38.5K engagements


"Polen Capital Management has almost $40B AUM. Their biggest adds last quarter were $ISRG and the Russel2k. Selling large parts of their position in $AMZN $MSFT $ORCL $GOOGL and $LLY"  
[X Link](https://x.com/TacticzH/status/2021956248519012777)  2026-02-12T14:35Z 35.9K followers, [----] engagements


"$ASML - There is a a lot of misinformation and misconception on ASML's buyback program. A lot of people are displeased with how ASML handles their buybacks. They claim their allocation strategy is bad and without strategy and ASML should not be buying back shares at this level. If you are surprised and or displeased you simply have not done you due diligence. ASML's statement on their share buyback program is as follows: ''We intend to return cash to our shareholders on a regular basis through share buybacks or capital repayment subject to our actual and anticipated level of liquidity"  
[X Link](https://x.com/TacticzH/status/2021985149315850574)  2026-02-12T16:30Z 35.9K followers, [----] engagements


"$NVO- Sales for the Wegovy Pill continue to impress Prescriptions jumped from 29.4K last week to 38.4K this week That's a 30% increase Later today we will see IQVIA data which should support this trend. Keep in mind this is still without the Superbowl effect which should lead to a nice influx. Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. $NVO $LLY $VKTX https://t.co/bcYlSemzjy Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. $NVO $LLY $VKTX https://t.co/bcYlSemzjy"  
[X Link](https://x.com/TacticzH/status/2022217416697131244)  2026-02-13T07:52Z 35.9K followers, 17K engagements


"The new unrealized gains tax by the Dutch Government is just ridiculous. While it's an absolute privilege to pay taxes and help sustain the welfare in the Netherlands I wish they would do it different. This just completely destroys the ability to invest. A system based on realized gains like in many other countries in the world would make a lot more sense. Let's hope they come to their senses. The visual below says it all. Capital destruction. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at"  
[X Link](https://x.com/TacticzH/status/2022229293980389639)  2026-02-13T08:40Z 35.9K followers, [----] engagements


"🚨BREAKING - Wegovy Pill sales are up 34% $NVO TRx came in at [------] in the 5th week after launch. Up from TRx [-----] last week. This is the IQVIA data which is widely regarded as the most trustworthy and accurate Remember this still without the effect of the Superbowl"  
[X Link](https://x.com/TacticzH/status/2022300467301147089)  2026-02-13T13:22Z 35.9K followers, 24.5K engagements


"$NVO - IQVIA data for the Wegovy Pill confirms Symphony number: up 34% week on week. 🚨BREAKING - Wegovy Pill sales are up 34% $NVO TRx came in at [------] in the 5th week after launch. Up from TRx [-----] last week. This is the IQVIA data which is widely regarded as the most trustworthy and accurate Remember this still without the effect of the Superbowl https://t.co/ewCLNIS0xG 🚨BREAKING - Wegovy Pill sales are up 34% $NVO TRx came in at [------] in the 5th week after launch. Up from TRx [-----] last week. This is the IQVIA data which is widely regarded as the most trustworthy and accurate Remember"  
[X Link](https://x.com/TacticzH/status/2022306395320676686)  2026-02-13T13:46Z 35.9K followers, [----] engagements


"@mvcinvesting Damn about 77% upside potential if you average them. Then again I'd like to forward you to this great quote on price targets"  
[X Link](https://x.com/TacticzH/status/2022322890796863607)  2026-02-13T14:52Z 35.9K followers, [----] engagements


"$TPL was my biggest surprise here. Which one is yours"  
[X Link](https://x.com/TacticzH/status/2022394799597502746)  2026-02-13T19:37Z 35.9K followers, [----] engagements


"@StockStormX Ye absolutely ridiculous. Was surprised by $AXON and $TPL as well though"  
[X Link](https://x.com/TacticzH/status/2022407320958046706)  2026-02-13T20:27Z 35.9K followers, [---] engagements


"@Mindset4Money_X Nice adds $META looks great now"  
[X Link](https://x.com/TacticzH/status/2022668122650562604)  2026-02-14T13:43Z 35.9K followers, [---] engagements


"Great deep dive on $SPGI. Definitely a company that deserves a bit more attention around current valuation. https://t.co/AgjqQo91Pz https://t.co/AgjqQo91Pz"  
[X Link](https://x.com/TacticzH/status/2022805469631254688)  2026-02-14T22:49Z 35.9K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing