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# ![@TomAlphaTrades Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1961752741098962944.png) @TomAlphaTrades Tom 🅰️LPHA Trades | +440% since ’21 (~45%/yr) 📈

Tom 🅰️LPHA Trades | +440% since ’21 (~45%/yr) 📈 posts on X about target, math, $wix, china the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1961752741098962944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961752741098962944/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +169%

### Mentions: XX [#](/creator/twitter::1961752741098962944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961752741098962944/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +15%

### Followers: XXX [#](/creator/twitter::1961752741098962944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961752741098962944/c:line/m:followers.svg)

- X Week XXX +6.90%
- X Month XXX +72%

### CreatorRank: XXXXXXX [#](/creator/twitter::1961752741098962944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961752741098962944/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[target](/topic/target) #1941, [math](/topic/math) #1437, [$wix](/topic/$wix) #1, [china](/topic/china) 4.08%, [$nu](/topic/$nu) #27, [money](/topic/money) 3.06%, [investment](/topic/investment) #3662, [business](/topic/business) 3.06%, [breakdown](/topic/breakdown) #1469, [$pypl](/topic/$pypl) #1088

**Top accounts mentioned or mentioned by**
[@kostrhountomas](/creator/undefined) [@thedarkmoneh](/creator/undefined) [@tunafish_97](/creator/undefined) [@grok](/creator/undefined) [@peternielsen_](/creator/undefined) [@yilengyao1](/creator/undefined) [@brewmarkets](/creator/undefined) [@optionshawk](/creator/undefined) [@zerohedge](/creator/undefined) [@unusualwhales](/creator/undefined) [@kobeissiletter](/creator/undefined) [@patbahn](/creator/undefined) [@carrymonkey](/creator/undefined) [@amylove91172704](/creator/undefined) [@voltelp](/creator/undefined) [@jbmillen](/creator/undefined) [@official_chad](/creator/undefined) [@mishgea](/creator/undefined) [@franco_da_zebra](/creator/undefined) [@thessgag](/creator/undefined)

**Top assets mentioned**
[Wixlar (WIX)](/topic/$wix) [NuCypher (NU)](/topic/$nu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Walmart, Inc. (WMT)](/topic/$wmt) [Concentra Group Holdings Parent, Inc. (CON)](/topic/$con) [Shopify Inc (SHOP)](/topic/$shop) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Toyota Motor Corporation (TM)](/topic/$tm) [Morgan Stanley (MS)](/topic/$ms) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last XX hours

"🚨 DEEP DIVE: $NU Holdings - The $XX Setup Nobody Sees 🎯 Current: $XX Target: $XX (+46%) Timeframe: XX months THE MISPRICING 📊: $NU trades at 32x P/E despite: - XX% ROE (2x Brazilian banks) - XX% net margins (8x industry avg) - XX% EPS CAGR projected ($0.47 $XXXX by 2027E) - $10.6B net cash fortress Market thinks they're losing share. Q2'25 proves opposite. THE THREE CATALYSTS 🔥: X HYPERPLANE AI - ALREADY WORKING - Q2'25: +100bps market share gain in ONE QUARTER - ARPAC acceleration: XX% XX% YoY - 123M customer data moat competitors can't replicate - Impact: +$0.22 EPS X MEXICO"  
[X Link](https://x.com/TomAlphaTrades/status/1978801207687946661)  2025-10-16T12:32Z XXX followers, XXX engagements


"That is a plausible theory for the top XX% but the aggregate data contradicts it. Major retailers (Walmart Target) are reporting explicit "Trade-Down" behaviorconsumers shifting to cheaper private labels not luxury upgrades. When unit volume drops across mass-market channels it isn't a sign of opulence; it is a sign of wallet constriction. The luxury cohort is too small to skew the national unit count this drastically. $WMT $TGT $XRT"  
[X Link](https://x.com/TomAlphaTrades/status/1994817617224253551)  2025-11-29T17:15Z XXX followers, 4082 engagements


"The catch nobody's mentioning 📊 These accounts function like traditional IRA at XX - withdrawals taxed as ORDINARY INCOME not capital gains. Cato Institute: "Parents should NOT put their own money into a Trump account." Tax Foundation: 529s and Roth IRAs offer more flexibility and better tax treatment. Free $1250 Take it. But max your XXX first. 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1996636285583478898)  2025-12-04T17:42Z XXX followers, XXX engagements


"The "Holy Grail" narrative fails on basic ROIC math. X. Acquisition Cost: $80B. X. Max Synergies: $2-3B (Barclays data). X. The Multiple: Netflix is paying 27x synergies to acquire legacy assets they already disrupted. This isn't growth. It is a "Tech Multiple" voluntarily diluting itself into a "Media Multiple." Watch the spread"  
[X Link](https://x.com/TomAlphaTrades/status/1997734567625584961)  2025-12-07T18:26Z XXX followers, XXX engagements


"🚨 The WIX Investment Report is DONE. Ive taken a serious DEEP-DIVE into the business model behind the platform shown below. Want the full breakdown of the numbers and strategy It's available right now for FREE. REPORT: WIX ($96) Target $XXX. The Math the Market Misses. $WIX #Stocks #MarketAnalysis"  
[X Link](https://x.com/TomAlphaTrades/status/1996633103008153853)  2025-12-04T17:30Z XXX followers, XXX engagements


"+108% YTD and silver's STILL undervalued 💡 Gold/silver ratio at 73:1. Historical average = 55-60:1. Even after this monster run silver would need to hit $XX just to normalize. The real story isn't fear - it's a 4-year supply deficit of 200M oz/year while solar and EVs gobble up XX% of production. This isn't speculation. It's industrial math 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998422108263571551)  2025-12-09T15:58Z XXX followers, 1123 engagements


"This is why I'm long $PYPL at X% of portfolio 💡 Merchants don't care about "overspending" - they care about conversion. BNPL boosts AOV 60-90% and PayPal takes a cut on every transaction. Q3: PayPal processed $1.2T in TPV. Even small BNPL penetration gains = massive revenue. The "debt trap" narrative misses who actually profits here 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998463862136283544)  2025-12-09T18:44Z XXX followers, XXX engagements


"$WIX already at XXXXXX. This is up XX% since my STRONG BUY investment thesis a week ago. However still huge upside potential ahead target price $XXX. Read my full thesis if you're interested in the details"  
[X Link](https://x.com/TomAlphaTrades/status/1998506086689812557)  2025-12-09T21:32Z XXX followers, XXX engagements


"DEEP DIVE: WHY $EEFT IS MY HIGHEST CONVICTION TRADE 💡 Position: X% of Portfolio Entry: $XX Target: $XXX (2Y) The Thesis: A "Triple-Engine" Compounder disguised as a legacy ATM operator. The market ignores the data. We exploit the gap. X. THE GROWTH ENGINE (Fintech Infrastructure) 🚀 Investors see "Cash." Data shows "Tech." Digital transactions grew +32% YoY via the Dandelion network. With the CoreCard acquisition they now own the full stack: Issuing + Processing + Settlement. They are building a "SWIFT alternative" for the $320T cross-border market. X. THE "CANNIBALIZATION" ENGINE (Buybacks)"  
[X Link](https://x.com/TomAlphaTrades/status/1996217864534348187)  2025-12-03T14:00Z XXX followers, XXX engagements


"TRADE ALERT $CON (Continental AG) 🛞 Bought XXX @ XXXXX (23 Sep 2025) Thesis Post-spin setup: After the Aumovio spin-off $CON is essentially a tyre pure-playsimpler higher-margin cash-generative replacement mix; lower-margin auto systems carved out. 🔧 Technical mispricing: Spin distribution + index/flow effects pressured both legs; room for re-rating as investors re-underwrite the cleaner story and the board outlines a higher payout policy. 📉➡📈 Portfolio action: Ongoing portfolio streamlining (incl. potential ContiTech separation) + clearer balance sheet supports capital returns. 🧭 Macro"  
[X Link](https://x.com/TomAlphaTrades/status/1970479941390147659)  2025-09-23T13:26Z XXX followers, 3159 engagements


"China & EM Share-Gain Engines (12Y Upside from my portfolio) 🌏⚙ - $1211.HK (BYD) +83% (106.5 195) export ramp + vertical integration; EU share gains. Watch: tariffs local assembly footprints. (11% of my ptf) - $2318.HK (Ping An) +35% (48.14 65) insurance + fintech ecosystem; capital discipline. Watch: policy backdrop investment yield. (3%) - $KSPI +58% (84.0 133) EM super-app (payments/credit/commerce) with high ROE; cross-sell lifts ARPU. Watch: credit quality regulation. (4%) Why this sleeve: compounding platforms with share-gain + re-rating potential over 1224 months"  
[X Link](https://x.com/TomAlphaTrades/status/1972354262656274668)  2025-09-28T17:34Z XXX followers, XXX engagements


"@KobeissiLetter XX% = Trump wants a Fed puppet not a Fed Chair. No hikes QE on demand printer finances everything. Short-term melt-up. Long-term stagflation. Thats why Im overweight $NU and $EEFT not NVDA"  
[X Link](https://x.com/TomAlphaTrades/status/1995901232532070549)  2025-12-02T17:01Z XXX followers, XXX engagements


"@KostrhounTomas Exactly. $SHOP trades at 40x+ FCF with XX% margin. $WIX has XX% margin growing XX% trades at 9x. The multiple disconnect is insane. Market treating it like a melting ice cube when it's actually hitting Rule of 40+. This re-rates hard once people notice"  
[X Link](https://x.com/TomAlphaTrades/status/1996299769635889406)  2025-12-03T19:25Z XXX followers, XXX engagements


"Everyone sees "$NVDA can sell to China again." The real story US takes XX% cut on every H200 sale. That's a tax on exports not a gift. H200 is 6x more powerful than the H20 China was stuck with. But Blackwell and Rubin Still banned. Revenue unlock now tech lead stays protected. Smart play. 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998322610753392815)  2025-12-09T09:23Z XXX followers, XXX engagements


"$FVRR Q3: Highest-ever margins while bleeding users = managed decline not growth 🚨 Results vs Estimates: - Revenue: $107.9M vs $108.3M est ❌ miss - Pretax profit: $6.91M vs $19.6M est ❌ -XX% miss 💀 - They tout: "Highest-ever EBITDA margin" ✅ .by cutting costs What Wall Street's missing: - Active buyers -XXXX% = customer exodus accelerating 📉 - Marketplace revenue -X% Y/Y = core business shrinking - Revenue +8.3% only from squeezing remaining users harder - "Spend per buyer" up = desperation pricing on shrinking base Translation: Celebrating margin expansion while core platform dies."  
[X Link](https://x.com/TomAlphaTrades/status/1985994680153088283)  2025-11-05T08:56Z XXX followers, XXX engagements


"$PYPL down XX% from its all-time high. Wall Street: melting ice cube FinTw bears: dead money forever Me: just made it XX% of my entire portfolio (+441% since 2021) This is the most hated stock of 2024 about to become the biggest winner of 2025-26. Full 17-minute deep dive with charts DCF bear rebuttals attached natively below (autoplay on) 👇 Quick hits if youre scrolling: X Fastlane +70% MoM growth already 10M+ users X AI-Agent commerce = $5-10 TRILLION market PayPal is the only payment layer ready X Branded Checkout & Venmo monetization re-accelerating hard Q3 TPV +14% YoY (fastest in 3+"  
[X Link](https://x.com/TomAlphaTrades/status/1995481690832089117)  2025-12-01T13:14Z XXX followers, 4026 engagements


"EARNINGS DEEP DIVE: THE HUGO BOSS CAPITULATION ($BOSS) 📉 Price Action: -XX% Status: Uninvestable for retail. Prime hunting ground for us. The numbers were bad. The guidance was worse. Here is the forensic breakdown of why the stock pukedand why we are interested. X. THE SCORECARD (Miss across the board) Revenue: 1.02B (vs. 1.05B Cons.) Weakness in China/Wholesale. EBIT: 95M (vs. 110M Cons.) Massive margin compression. 2026 Guidance: Management pulled the plug. Expecting "Mid-single-digit revenue decline." X. THE "KITCHEN SINK" STRATEGY 🚰 New Management is deliberately resetting expectations"  
[X Link](https://x.com/TomAlphaTrades/status/1996160176131305979)  2025-12-03T10:10Z XXX followers, XXX engagements


"$WIX down XX% from its all-time high. Wall Street: "growth slowing" FinTw bears: "competitive threats" Me: I made it X% of my portfolio STRONG BUY with $XXX target (+76.5% upside) The most mispriced SaaS stock right now transformed from cash-burning to Rule of 40+ elite. Full 10-minute deep dive with charts catalysts valuation attached natively below (autoplay on) 👇 Quick hits if you're scrolling: X Base44 AI 7x user growth (300K to 2M in X months) $50M ARR target X Partners segment exploding: 30%+ CAGR now XX% of revenue X Profitability inflection ACHIEVED FCF margin: X% XX% targeting 35%+"  
[X Link](https://x.com/TomAlphaTrades/status/1996293461033578776)  2025-12-03T19:00Z XXX followers, 1342 engagements


"🚨 TRADE ALERT: Closed $VOW3 @ XXXXXX +14% in XX days 🎯 Small position opened Sept XX. Taking profit here. VW situation is messy: - Dec deal avoided plant closures BUT 35K job cuts by 2030 - Capacity reduction 734K units across German plants - Lost China market leadership to BYD - was X in X cars now trailing - EU EV sales -XXX% Nov Germany -XXXX% - Still targeting 15B annual savings mid-term The union drama is "resolved" but structural problems remain. German auto is fighting EV transition + China competition + labor costs simultaneously. +392 realized. Will revisit if valuation gets truly"  
[X Link](https://x.com/TomAlphaTrades/status/1996683940027826584)  2025-12-04T20:52Z XXX followers, XXX engagements


"PERFORMANCE UPDATE: December X 2025 Results vs. S&P XXX ($SPY): YTD: +78.67% vs +17.28% 1-Year: +95.20% vs +12.81% Since '21: +441% vs +69% The gap: 372pp outperformance. Top X Holdings: X. $PYPL (10%) - Payments turnaround X. $EEFT (9%) - Cross-border fintech X. $NU (8%) - LatAm neobank X. $ZAL (8%) - European e-commerce X. $WIZZ (7%) - Deep value airline Strategy: Concentrated contrarian bets. I buy what Wall Street abandons. My investment deep-dives for free: Interactive Brokers screenshot enclosed"  
[X Link](https://x.com/TomAlphaTrades/status/1998022250017263910)  2025-12-08T13:30Z XXX followers, XXX engagements


"Thoughts with everyone in Aomori region. Market implications to watch: - JPY safe-haven bid (typical in Japan crisis events) - Japanese insurers: $MS $TM exposure assessment - Supply chain disruptions (semiconductors auto parts) 2011 Tohoku earthquake precedent: Initial -XX% Nikkei drop recovered within X months as reconstruction spending kicked in. Too early for trading decisions. Focus on human impact first"  
[X Link](https://x.com/TomAlphaTrades/status/1998035891059606015)  2025-12-08T14:24Z XXX followers, 1335 engagements


"This is part of $LLY's $50B US manufacturing buildout since 2020 💡 Why the rush They're running plants 24/7/365 and still can't meet GLP-1 demand. Mounjaro + Zepbound did $13.5B in 2024 doubling YoY. API reshoring = tariff hedge + capacity expansion for orforglipron (GLP-1 pill in pipeline). Not charity. Demand is that insane 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998492336637030680)  2025-12-09T20:37Z XXX followers, XXX engagements


"$1.5T on $16B revenue = 94x sales. That's NVDA-at-peak territory 💡 But here's the difference: Starlink is XX% of revenue and XX% recurring. They're cash flow positive with $8B+ profit projected for 2025. This isn't a rocket company anymore. It's a telecom with 8M subs growing 50%+ YoY that also happens to own the launch infrastructure. First time retail can access this 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998496377609891911)  2025-12-09T20:54Z XXX followers, 5390 engagements


"$14B buyback on $500B market cap = XXX% buyback yield. Add XXX% dividend = XXX% total shareholder return 💡 Here's the kicker: $MA generates $16B FCF annually. This buyback is less than X year of free cash flow. They're literally returning almost all FCF to shareholders while still growing 10%+ YoY. This is what a capital allocation machine looks like 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998504495370633516)  2025-12-09T21:26Z XXX followers, 1713 engagements


"Timing is everything. Beijing added this BEFORE Trump approved H200 exports 💡 Translation: "We don't need your chips anymore." Huawei and Cambricon now have guaranteed government demand worth billions. US estimate: Huawei could produce several million Ascend 910C units by 2026. Tech decoupling just became official policy. $NVDA's China problem isn't going away 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998714242875195859)  2025-12-10T11:19Z XXX followers, XXX engagements


"Wait - Beijing just added domestic chips to official procurement list TODAY 💡 So government says "buy Huawei" while Alibaba and ByteDance rush to order $NVDA H200s. Private sector knows Ascend 910C isn't competitive yet. They'll take the best chips they can legally get. Policy vs reality. The chip war has layers 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998715870370042128)  2025-12-10T11:26Z XXX followers, XXX engagements


"This follows the internal memo about making VR "economically sustainable" 💡 Last week: Zuckerberg ordered XX% budget cuts to metaverse division. Reality Labs has burned $70B+ since 2021. Quest sales declining YoY in 2025 while Ray-Ban glasses fly off shelves. The pivot is clear: subsidize less charge more shift focus to wearables. $META printing money in ads. VR is now the side project 🎯"  
[X Link](https://x.com/TomAlphaTrades/status/1998748225918968241)  2025-12-10T13:34Z XXX followers, XXX engagements