[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

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

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

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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +349%

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

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +58%

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

- X Week XXXXXX +0.73%
- X Month XXXXXX +3.60%
- X Months XXXXXX +325%

### CreatorRank: XXXXXXX [#](/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**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[$asml](/topic/$asml) #18, [asml](/topic/asml) #36, [$nvo](/topic/$nvo) #6, [ceo](/topic/ceo) #3371, [$asts](/topic/$asts) #104, [$hims](/topic/$hims) #91, [$tsm](/topic/$tsm) #30, [taiwan](/topic/taiwan) #632, [$hood](/topic/$hood) #536, [$png](/topic/$png) #4

**Top accounts mentioned or mentioned by**
[@investingvisual](/creator/undefined) [@sojustfollowme](/creator/undefined) [@1springthunder](/creator/undefined) [@meeijer](/creator/undefined) [@m1nvest](/creator/undefined) [@dividendtsar](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@runyourlegacy](/creator/undefined) [@cidman00](/creator/undefined) [@jrouldz](/creator/undefined) [@agrippainv](/creator/undefined) [@boersenwunder](/creator/undefined) [@amp0623](/creator/undefined) [@billrhine](/creator/undefined) [@rjccapital](/creator/undefined) [@frameworkwisely](/creator/undefined) [@william_r2rclub](/creator/undefined) [@martychargin](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@smartfinapp](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Pangolin (PNG)](/topic/$png) [Eli Lilly and Company (LLY)](/topic/$lly) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [RAI Finance (SOFI)](/topic/$sofi) [S&P Global Inc (SPGI)](/topic/$spgi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Moody's Corporation (MCO)](/topic/$mco) [Microsoft Corp. (MSFT)](/topic/$msft) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [MercadoLibre Inc (MELI)](/topic/$meli) [Advanced Micro Devices (AMD)](/topic/$amd) [IREN Limited (IREN)](/topic/$iren) [Spotify Technology (SPOT)](/topic/$spot) [Mastercard, Inc. (MA)](/topic/$ma) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [UnitedHealth Group (UNH)](/topic/$unh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Costco Hot Dog (COST)](/topic/$cost) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Merit Circle (MC)](/topic/$mc) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Strategy (MSTR)](/topic/$mstr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Johnson & Johnson (JNJ)](/topic/johnson-johnson) [AbbVie Inc (ABBV)](/topic/$abbv) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [ZetaChain (ZETA)](/topic/$zeta) [Netflix Inc (NFLX)](/topic/$nflx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Nike Inc (NKE)](/topic/$nke) [Alibaba Group (BABA)](/topic/$baba) [Cream (CRM)](/topic/$crm) [Brookfield Corporation (BN)](/topic/$bn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ASML X% off it's all-time high after a fantastic half year. Let your winners run. If I had to choose one stock to apply that to it would be $ASML"  
[X Link](https://x.com/TacticzH/status/1996138218052329676)  2025-12-03T08:43Z 30.9K followers, 11.4K engagements


"These XX companies are not a buy right now: - $ASTS - $HIMS - $HOOD - $RKLB - $PLTR - $TSLA - $SOFI - $CRWD - $SPOT - $DUOL All of these companies have had incredible runups but valuations are stretched and a lot of future potential is more than priced in. Will they go up even more Very likely. They have had incredible momentum on their side and markets are still not showing signs of weakness. I simply do NOT like the risk/reward these companies currently provide. And investing for me is also limiting my downside and not chasing the hype. Don't get me wrong some of these companies are great."  
[X Link](https://x.com/TacticzH/status/1944016818231746610)  2025-07-12T12:51Z 30.9K followers, 33.5K engagements


"Big news from $KRKNF / $PNG - Kraken Robotics Kraken Robotics Announces $12M in orders for their SAS and Seapower Subsea Batteries Orders have been placed by multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries. CEO Greg Reid on the end of the year: As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Clients are from both defense and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of"  
[X Link](https://x.com/TacticzH/status/1995831990050836674)  2025-12-02T12:26Z 30.9K followers, 5472 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"  
[X Link](https://x.com/TacticzH/status/1996967085067436036)  2025-12-05T15:37Z 30.9K followers, 86.6K engagements


"The Healthcare sector remains unloved and unwanted. If I had $1.000.000 to spend on a healthcare portfolio it would look like this: $XXXXXXX $NVO - Novo Nordisk $XXXXXXX $LLY - Eli Lilly $XXXXXXX $UNH - UnitedHealth Group $XXXXXXX $TMDX - TransMedics $XXXXXXX $PME - Pro Medicus $XXXXXX $BMY - Bristol-Myers Squibb Co $XXXXXX $JNJ - Johnson & Johnson $XXXXXX $ABBV AbbVie Inc $XXXXXX $TEM - Tempus AI $XXXXXX $ROG Roche Agree What would you change or add"  
[X Link](https://x.com/TacticzH/status/1997010585209200826)  2025-12-05T18:30Z 30.9K followers, 125.3K engagements


"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to XXXX% after XX weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to XXXX% at XX weeks In comparison: Oral Wegovy showed XXXX% weight loss after XX weeks and. Lilly's Orforglipron resulted in average weight loss of XXXX% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in 2026"  
[X Link](https://x.com/TacticzH/status/1998030146201133201)  2025-12-08T14:01Z 30.9K followers, 10.3K engagements


"$BLDR - TOP XX performer in the S&P500 in the last X and XX 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 30.9K followers, 30.1K engagements


"10 Companies that could 2X within X 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"  
[X Link](https://x.com/TacticzH/status/1925287984569647506)  2025-05-21T20:30Z 30.9K followers, 61.1K 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 30.9K followers, 73.1K engagements


"Kraken Robotics $KRKNF/ $PNG Deep-dive almost ready Kraken Robotics is a company that's been getting a lot of praise here on X. While it's not the typical company I would invest in I thought it would be interesting and educational to learn more about them. I will share my first look into the company soon on my SS. I hope to have it ready within a few days 🔗Link in my bio as usual. One thing I still kinda struggle with is valuation. I see revenue target above $2B for 2030 which seems awfully bullish but is it realistic Looking to get any feedback on that. Cause I think anything in between"  
[X Link](https://x.com/TacticzH/status/1987136779829362860)  2025-11-08T12:35Z 30.9K followers, 25.9K engagements


"$ZETA has grown to be a popular stock in the last half year also fueled by the great research @wealthmatica (also known as Mr $ZETA) has done on the company I dont know how but he has managed to land an interview with the CEO David Steinberg. This will be a must watch for anyone interested in $ZETA. Go check it out"  
[X Link](https://x.com/TacticzH/status/1997193271970259171)  2025-12-06T06:35Z 30.9K followers, 9096 engagements


"I just posted my Portfolio update for the Month November Still sitting at a comfortable XXXXX% YTD even though this month was far from great with almost a X% loss. What you can expect in my portfolio updates: ✅All buys and sells ✅Portfolio return compared to benchmarks ✅Sentiment-list for all stocks in my portfolio ✅My thoughts on all companies I hold ✅Watchlist Go check it out and let me know what you think 🔗You can find it in the usual place and via the link in my Bio"  
[X Link](https://x.com/TacticzH/status/1995118860404490591)  2025-11-30T13:12Z 30.9K followers, 23.5K engagements


"🚨Ozempic Launch in India soon 🚨 $NVO Novo Nordisk will introduce Ozempic in India within the next few weeks aiming to take a strong position in the India's rapidly expanding market for weight and diabetes treatments Novo received import approval in September and has stated that pricing will be adjusted to suit the price-sensitive Indian market. The launch comes as Eli Lilly currently dominates the Indian market with its drug Mounjaro and ahead of the expiration of the Semaglutide patent in 2026 which will pave the way for generic alternatives. India has XXX million people with type-2"  
[X Link](https://x.com/TacticzH/status/1996496826946527234)  2025-12-04T08:28Z 30.9K followers, 20.4K engagements


"🚨 $NVO has completed the acquisition of Akero 🚨 Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash Main reason for the acquisition: promising phase X FGF21 analogue to expand MASH portfolio Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash. If EFX get regulatory approval (treatment of compensated cirrhosis due to MASH) all shareholders are entitled to another $X per share"  
[X Link](https://x.com/TacticzH/status/1998396051623985644)  2025-12-09T14:15Z 30.9K followers, 14.4K 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 30.9K followers, 22.4K engagements


"🚨Just in : $ASML Q2 Results 🚨 - Revenue est: 7.7B vs 7.54B 🟢 - EPS est: .90 vs XXXX 🟢 ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024 with a gross margin of around XX% Guidance: Q3 Net Sales: 7.4B7.9B vs 8.21B est 🔴 Q3 Gross Margin: 5052 % vs XXXX % 🟠 CEO remarks: "Our second-quarter total net sales came in at XXX billion at the top end of our guidance. The gross margin was XXXX% above guidance primarily driven by higher upgrade business and one-offs resulting in lower costs. And this is important: No guidance for 2026 🙄 Looking at 2026 we see that"  
[X Link](https://x.com/TacticzH/status/1945351336729714997)  2025-07-16T05:14Z 30.9K followers, 10.5K engagements


"Which company do you think is the best buy right now - $UNH at $XXX - $ASML at XXX - $OSCR at $XXXXX - $DLO at $XXXXX - $GRAB at $XXXX - $MELI $2362 - $AMD at $XXX - $HIMS at XXXXX - $ASTS at $XXXXX - $HOOD at $104.85"  
[X Link](https://x.com/TacticzH/status/1949562705234555268)  2025-07-27T20:09Z 30.9K followers, 235.6K 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 30.9K followers, 53K engagements


"My top XX of companies with the strongest MOATs X. $ASML - ASML X. $FICO - Fair Isaac Corp X. $SPGI - S&P Global X. $MCO - Moody's Corp X. $V / $MA - Visa and Mastercard X. $EVO- Evolution Ab X. $MSFT - Microsoft X. $TSM - Taiwan Semiconductor Manufacturing X. $HII - Huntington Ingalls XX. $COST - Costco XX. $WM - Waste Management XX. $TSCO - Tractor Supply Company XX. $EFX - Equifax XX. $SAP - SAP XX. $ICE - Intercontinental Exchange XX. $GGG - Graco XX. $INTU - Intuit XX. $ORLY - O'Reilly Auto Parts XX. $UNP - Union Pacific XX. $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 30.9K followers, 65.3K engagements


"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"  
[X Link](https://x.com/TacticzH/status/1968404253686239381)  2025-09-17T19:58Z 30.9K followers, 140.4K engagements


"Why I think: $HOOD is not a buy right now $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $CRWV is not a buy right now $NBIS is not a buy right now $IREN is not a buy right now While it is crystal clear that some of these are poised to do really well in the future I think the risk/reward is not in your favor right now. And that goes for a lot of other growth names as well. Not even X months ago the odds were a lot better. While fundamentals have changed for the better for most of these names after some of the run-ups we've seen major pullbacks are"  
[X Link](https://x.com/TacticzH/status/1969321725436297494)  2025-09-20T08:44Z 30.9K followers, 384.7K engagements


"The Ultimate $1.000.000 AI Data-center Portfolio $XXXXXXX $ASML ASML $XXXXXXX $TSM Taiwan Semi $XXXXXXX $NVDA Nvidia $XXXXXX $AMD Advanced Micro Devices $XXXXXX $NBIS Nebius $XXXXXX $IREN Iren $XXXXXX $CRWV Coreweave $XXXXXX $CIFR Cipher Mining $XXXXXX $WYFI Whitefiber $XXXXXX $GLXY Galaxy Digital $XXXXXX $VST Vistra Corp $XXXXXX $EOSE Eos Energy $XXXXXX $CLS Celestica $XXXXXX $EQIX Equinix $XXXXXX $MU Micron $XXXXXX $VRT Vertiv What would you change or add"  
[X Link](https://x.com/TacticzH/status/1975641819431018597)  2025-10-07T19:18Z 30.9K followers, 224.6K engagements


"$DLO is probably one of the best buys in the market right now. One of my main reasons for investing in $DLO is Pedro Arnt (CEO). The more you listen to him the more you understand how lucky you are to be able to invest alongside him. The experience he has from his work at $MELI gives him the perfect set of skills experience and mindset to built DLocal into something special. I've come across a great interview with him on Spotify. Here are my favorite quotes out of this interview which in my opinion clearly highlight his vision and expertise. First quote: ''I think it captures this notion that"  
[X Link](https://x.com/TacticzH/status/1978158869160370649)  2025-10-14T18:00Z 30.9K followers, 24.3K engagements


"$KRKNF $PNG My Kraken Robotics ''deep dive'' is ready. I'll be releasing it in a couple of hours I've put deep dive in quotations as this is a first-look into the company. It's not as extensive as my $NVO and $ASML deep dives as I still need to do more research. But I think this is a good place to start for people interested in the company. I will post it in the usual place which you can access through the link in my bio"  
[X Link](https://x.com/TacticzH/status/1989994745154670695)  2025-11-16T09:51Z 30.9K followers, 30.2K engagements


"Fantastic deep dive on Kraken Robotics. $KRKNF $PNG. Very detailed well researched and easy to read. Completely free too Check it out"  
[X Link](https://x.com/TacticzH/status/1991616686991241230)  2025-11-20T21:16Z 30.9K followers, 8971 engagements


"🚨 $NVO - GOOD NEWS FOR NOVO NORDISK 🚨 The phase X trial with Amycretin reported significant weight loss and HbA1c reduction in type X diabetes 👉Amycretin showed statistically significant weight loss of up to XXXX% at XX weeks 👉Amycretin demonstrated statistically significant reductions in HbA1c with up to XXXX% achieving HbA1c levels below X% 👉Amycretin appeared to have a safe and well-tolerated profile consistent with incretin and amylin-based therapies For anyone wondering: Amycretin combines the GLP-1 and Amylin receptor agonism into a single molecule. This dual mechanism aims to"  
[X Link](https://x.com/TacticzH/status/1993288874643034353)  2025-11-25T12:01Z 30.9K followers, 44K engagements


"$NVO Novo Nordisk has submitted an application to the U.S. Food and Drug Administration (FDA) for a higher dose (7.2 mg) of its injectable drug Wegovy. In the phase X Step Up study adults with obesity who received XXX mg of Semaglutide lost an average of XXXX% of their body weight. The new higher dose of Wegovy is currently under review by the European Medicines Agency (EMA) in the United Kingdom and in several other countries. A decision in Europe is expected in early 2026. Review is expected within XX months following the FDAs acceptance of the filing Novo's statement: Our pipeline is"  
[X Link](https://x.com/TacticzH/status/1993675264002273317)  2025-11-26T13:36Z 30.9K followers, 13.9K engagements


"$ASML quietly trading around XXX ($1040) again after a X% rise yesterday. Sentiment improved after Morgen Stanley raised it's price target from XXX tot 1000. They pointed to strengthening demand across memory and logic and firming margin trends heading into 2026. They argue that a recovery cycle is now underway following more than a year of uncertainty tied to geopolitics and uneven spending patterns Morgan Stanley said its recent discussions with ASML management suggest stronger demand visibility from Samsung and SK Hynix noting that the former may not yet have placed all of its orders for"  
[X Link](https://x.com/TacticzH/status/1993959479587512735)  2025-11-27T08:26Z 30.9K followers, 13K engagements


"Is $DLO one of the easiest buys in the market now The stock is still down about XX% after a great Q3 earnings report. Main worries: declining (net)take rate and margin pressure. However TPV volume is still growing XX% YoY and XXXX% QoQ. That's the 5th quarter in a row that growth accelerated The CEO Pedro Arnt has said many time before that the focus is on growing TPV and not on margins and take rate consolidation. I quote from the september earnings call: TPV growth should offset compression sufficiently so that gross profit dollars growth is very healthy. And then the natural operational"  
[X Link](https://x.com/TacticzH/status/1994437851547648395)  2025-11-28T16:06Z 30.9K followers, 9455 engagements


"@InvestingVisual 5star moat. $ASML deserves X tbh 😄"  
[X Link](https://x.com/TacticzH/status/1995126392950837488)  2025-11-30T13:42Z 30.9K followers, 1488 engagements


"@aleabitoreddit Well-cooked I'd love a spot for $ASML in here as well"  
[X Link](https://x.com/TacticzH/status/1996851353810030880)  2025-12-05T07:57Z 30.9K followers, XXX engagements


"$NVO shares rose about X% today after Berenberg stated that the stock deserves a higher valuation. They maintain their buy rating with a target price of DKK400 still about XX% upside from today's price. Berenberg noted that at current price levels Novo Nordisk's pipeline is being valued very conservatively. They also indicated its own willingness to pay a higher premium for the company citing Novo Nordisk's "strong track record of R&D returns"  
[X Link](https://x.com/TacticzH/status/1996915948293366092)  2025-12-05T12:13Z 30.9K followers, 11.7K engagements


"As an investor don't overestimate what you know. You probably know less than you think That's why I stay away from Biotech Banks and Insurance companies. And I should probably stay away from a lot more"  
[X Link](https://x.com/TacticzH/status/1996940391849820378)  2025-12-05T13:51Z 30.9K followers, 4530 engagements


"@M1nvest Not a bad idea $LLY and $NVO probably deserve a spot here as a duopoly"  
[X Link](https://x.com/TacticzH/status/1996970215192539570)  2025-12-05T15:49Z 30.9K followers, 1463 engagements


"@BillRhine Isn't that true for every company in some shape or form"  
[X Link](https://x.com/TacticzH/status/1997019886346793243)  2025-12-05T19:06Z 30.9K followers, XXX engagements


"@RJCcapital You dont like healthcare or the companies I picked Or both 😊"  
[X Link](https://x.com/TacticzH/status/1997550434748432615)  2025-12-07T06:15Z 30.9K followers, 4758 engagements


"@FrameworkWisely @GabGrowth @fintegrate Ye I like it a lot around this level Still haven't found the time to really dive in deep unfortunately"  
[X Link](https://x.com/TacticzH/status/1998085731911438342)  2025-12-08T17:42Z 30.9K followers, XX engagements


"Top European Quality Companies 💎 X. $ASML ASML X. $RMS Hermes X. $ADYEN Adyen X. $NVO Novo Nordisk X. $SIE Siemens AG X. $SE Schneider Electric X. $EVO Evolution AB X. $RACE Ferrari X. $INVE-B Investor AB XX. $WKL Wolters Kluwer XX. $MC / $LVMH Louis Vuittion Mot etc. XX. $OR L'oreal SA XX. $CHEMM ChemoMetec Agree Which would you add"  
[X Link](https://x.com/TacticzH/status/1925093975704178957)  2025-05-21T07:39Z 30.9K followers, 48K 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 30.9K followers, 73.9K 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"  
[X Link](https://x.com/TacticzH/status/1994058781081092325)  2025-11-27T15:00Z 30.9K followers, 40.1K engagements


"$NVO - Stock price will always follow EPS"  
[X Link](https://x.com/TacticzH/status/1994314017691635744)  2025-11-28T07:54Z 30.9K followers, 212.7K engagements


"Why I still think: $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $ASTS is not a buy right now $RGTI is not a buy right now $HIMS is not a buy right now $OPEN is not a buy right now $BMNR is not a buy right now ( $MSTR too) The risk/reward is simply not where you want it to be right now. A lot of growth names are on the pricey side and have had their run-ups in the last few months and years. Can they still do well Yes. But to me $HIMS is the perfect example of what happens when we see a re-rating to normal levels. Even though this bull-market seems far"  
[X Link](https://x.com/TacticzH/status/1994722793540227248)  2025-11-29T10:59Z 30.9K followers, 269.8K engagements


"$MSTR is the biggest scam in the stock-market right now. And it is happening right under everyone's eyes. I can't wait till this shitshow collapses even further"  
[X Link](https://x.com/TacticzH/status/1995797407930413448)  2025-12-02T10:09Z 30.9K followers, 32.3K engagements


"Xlight's 150M couldn't even pay for one $ASML's machines. You need 1000X that budget and XX years of development before being some sort of a threat to $ASML. The MOAT is wide and deep. It's more than just the machines. It's the IP the relationships the intricate supply chain and above all the trust"  
[X Link](https://x.com/TacticzH/status/1995850265585406209)  2025-12-02T13:39Z 30.9K followers, 8987 engagements


"Waiting for $NVO's shares to drop XX% after the FDA approval of Oral Wegovy"  
[X Link](https://x.com/TacticzH/status/1995878579779915977)  2025-12-02T15:31Z 30.9K followers, 65.1K engagements


"@SoJustFollowMe Not in your portfolio right now though if I'm not mistaken"  
[X Link](https://x.com/TacticzH/status/1998496234810548669)  2025-12-09T20:53Z 30.9K followers, XXX engagements