# ![@ValueCroc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::21911639.png) @ValueCroc Stock Croc (Value Investor)

Stock Croc (Value Investor) posts on X about stocks, copper, ai, investment the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::21911639/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21911639/c:line/m:interactions.svg)

- [--] Week [---] -64%
- [--] Month [------] +944%
- [--] Months [------] -18%
- [--] Year [-------] +685%

### Mentions: [--] [#](/creator/twitter::21911639/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21911639/c:line/m:posts_active.svg)

- [--] Week [--] -55%
- [--] Month [--] +110%
- [--] Months [---] -11%
- [--] Year [---] +139%

### Followers: [---] [#](/creator/twitter::21911639/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21911639/c:line/m:followers.svg)

- [--] Week [---] +0.82%
- [--] Month [---] +6.40%
- [--] Months [---] +38%
- [--] Year [---] +141%

### CreatorRank: undefined [#](/creator/twitter::21911639/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21911639/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  93.2% [stocks](/list/stocks)  47.57% [technology brands](/list/technology-brands)  18.45% [automotive brands](/list/automotive-brands)  5.83% [fashion brands](/list/fashion-brands)  5.83% [countries](/list/countries)  5.83% [cryptocurrencies](/list/cryptocurrencies)  4.85% [financial services](/list/financial-services)  0.97% [exchanges](/list/exchanges)  0.97% [travel destinations](/list/travel-destinations)  0.97%

**Social topic influence**
[stocks](/topic/stocks) 14.56%, [copper](/topic/copper) #1836, [ai](/topic/ai) 10.68%, [investment](/topic/investment) 9.71%, [if you](/topic/if-you) 7.77%, [level](/topic/level) 6.8%, [growth](/topic/growth) 5.83%, [$nvda](/topic/$nvda) 5.83%, [$mu](/topic/$mu) #425, [$lulu](/topic/$lulu) 4.85%

**Top accounts mentioned or mentioned by**
[@commonsenseplay](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@genejchan](/creator/undefined) [@hamids](/creator/undefined) [@thexcapitalist](/creator/undefined) [@gubloinvestor](/creator/undefined) [@stockcrocknotec205245034r50tzb9utmmediumiosutmsourcenotesshareaction](/creator/undefined) [@ekwufinance](/creator/undefined) [@stockcrocknotec213681573r50tzb9utmmediumiosutmsourcenotesshareaction](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@dividenddude](/creator/undefined) [@miscomputate](/creator/undefined) [@infleqtion](/creator/undefined) [@stocktwits](/creator/undefined) [@saynototrading](/creator/undefined) [@unrivaledinvest](/creator/undefined) [@rookisaacman](/creator/undefined) [@investinq](/creator/undefined) [@unusualwhales](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Tesla, Inc. (TSLA)](/topic/tesla) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [4 (FOUR)](/topic/$four) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Southern Copper Corporation (SCCO)](/topic/$scco) [Teck Resources Limited (TECK)](/topic/$teck) [Mastercard, Inc. (MA)](/topic/$ma) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Goldman Sachs (GS)](/topic/goldman-sachs) [Intel Corporation (INTC)](/topic/$intc) [Fiserv, Inc. (FI)](/topic/$fi) [IonQ, Inc. (IONQ)](/topic/$ionq)
### Top Social Posts
Top posts by engagements in the last [--] hours

"RBRK is down today and I have used this opportunity to add more and DCA. Im still leaning into this one because the long-term vision hasn't changed for me and Id rather grab my shares at a discount than chase them when they're pumping. The long term thesis that I wrote back in Sep holds pretty much infact last time they have raised their guidance revenue and expected revenue growth is about c 45% which is not small. Look AI hacking attacks have increased and will increase and $RBRK is cyber resilience not cyber security they are not the gunman standing outside the house to protect rather they"  
[X Link](https://x.com/ValueCroc/status/2019145625380753579)  2026-02-04T20:26Z [---] followers, [---] engagements


"If you want to move beyond the $COPX (Global X Copper Miners ETF) there are some junior mines that have alpha though high risk. Major Producers $FCX - Freeport-McMoRan Inc. $SCCO - Southern Copper Corp. $TECK - Teck Resources Ltd. Junior Miners $VCU.V - Vizsla Copper Corp. $SURG.V - Surge Copper Corp. $HCH.AX - Hot Chili Ltd. $GCU.TO - Gunnison Copper Corp. $FTZ.V - Fitzroy Minerals Inc. $IPMLF - Imperial Metals Corp. $ATX.V - ATEX Resources Inc. Which of these are good value Read my post to pick the right one ( not a financial advice)"  
[X Link](https://x.com/ValueCroc/status/2015706143721709618)  2026-01-26T08:39Z [---] followers, [---] engagements


"@aleabitoreddit Are you doubling down on both $MU and especially $INTC the thing that excites me about $INTC is there glass substrates research"  
[X Link](https://x.com/ValueCroc/status/2016127211435393480)  2026-01-27T12:32Z [---] followers, [----] engagements


"Here is a detailed beginners guide to Copper stocks with high focus on junior mines with high alpha potential (high risk as well) written in detailed series of three articles all for free. Stocks included are $FCX $SCCO $TECK Junior Mines ( High Alpha / High Risk) $ATX.V $IPMLF $FTZ.V $GCU.TO $HCH.AX $SURG.V $VCU.V These are all in addition to a high beta $COPX etf play https://substack.com/@stockcrock/note/c-205245034r=50tzb9&utm_medium=ios&utm_source=notes-share-action https://substack.com/@stockcrock/note/c-205245034r=50tzb9&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/ValueCroc/status/2016621719302365309)  2026-01-28T21:17Z [---] followers, [---] engagements


"@ekwufinance Copper; I have covered this in detail in a series of three free very detailed posts including stocks. These [--] posts have a lot of alpha hidden. Refer to this article [--] of [--] https://open.substack.com/pub/stockcrock/p/the-great-copper-disconnect-of-2026-86br=50tzb9&utm_medium=ios https://open.substack.com/pub/stockcrock/p/the-great-copper-disconnect-of-2026-86br=50tzb9&utm_medium=ios"  
[X Link](https://x.com/ValueCroc/status/2021515490993299899)  2026-02-11T09:23Z [---] followers, [---] engagements


"JP Morgans view on SAASpocalypse: Sentencing software before the trial. SAAS softwares were down again today. J.P. Morgan however is standing in the gap with a loud contrarian call. Their analysts led by Dubravko Lakos-Bujas point out that technical indicators like the Relative Strength Index (RSI) have hit 18a level of "indiscriminate selling" not seen since [----]. Where is the Moat They contend that the market is ignoring the massive "moats" of enterprise software such as high switching costs multi-year contracts and the 16.8% profit growth still projected for the sector in [----]. Ultimately"  
[X Link](https://x.com/ValueCroc/status/2021698258016583881)  2026-02-11T21:30Z [---] followers, [---] engagements


"As I invest read and write more I get more clarity. The question When do stocks pop-up or get a significant re-rating - Bottle neck (think of Copper or $MU lately) - Geo-political issue (think of rare earths) - Monopoly / Duopoly - with power to control pricing - A massive Technology shift that others cannot catch (think of $TSLA back at Covid time / or $NVDA a few years back) - Earning Inflections: When a boring / under the radar company shows accelerating margins or a massive free cash flow jump Investing these days is about constantly scanning the next 1-2 years to find these scenarios. It"  
[X Link](https://x.com/anyuser/status/2018070524749058299)  2026-02-01T21:14Z [---] followers, [---] engagements


"$RBRK is one of my holdings and I have written in detail in the past. As AI gets better it can be and is used for non positive things like cyber attacks and is much better. Rubrik is different and best in that niche instead of playing cybersecurity game they play cyber resilience which means curtailing the down time. What am I missing $RBRK Price target: $112.06 (+100.29%) Rubrik has raised its full-year [----] revenue guidance to approximately $1.28 billion representing roughly 44% annual growth. Short % of Float 8.01% Owned by Insiders: 18.72% Owned by Institutions: 59.91%"  
[X Link](https://x.com/anyuser/status/2018072132190933453)  2026-02-01T21:21Z [---] followers, [---] engagements


"I have got my red dress on tonight My entire portolio is singing Lana Del Rey except for Master $MA $LULU and Visa $V"  
[X Link](https://x.com/anyuser/status/2019125531757932621)  2026-02-04T19:06Z [---] followers, [---] engagements


"Decided to pull the trigger and open a position in $MU. Used todays opportunity to enter into the party albeit a bit late but I suspect party will go on a bit more and I can be totally wrong but what makes me feel a bit confident is that: The Valuation is Wild: Looking at the forward numbers $MU is trading at a Forward P/E of around 13.24x. For a company at the heart of the AI build-out and memory shortsges that feels like a there is still more opportunity though analyst forecasts are lowet than me so am assuming more risk. Growth at a Discount: What makes me a bit more confident is that its"  
[X Link](https://x.com/ValueCroc/status/2019157974707761272)  2026-02-04T21:15Z [---] followers, [---] engagements


"Bought $FOUR Whilst markets suffer from AI will eat software I have a different view and am buying some beaten down down trodden hated like plague names and to be honest bought some hyped up stocks with pull back like $MU. I opened a position in $FOUR did not put all my money but a position that is not too big. Why Just look at their forward P/E of [---] and PEG of [----]. Actual Revenue Growth: Theyre not some speculative storyQ3 [----] revenue was up 61% YoY. End-to-end payment volume hit $37.7 billion up 49%. These arent projections theyre real numbers. Sticky Verticals: Their core markets"  
[X Link](https://x.com/anyuser/status/2019164245783671141)  2026-02-04T21:40Z [---] followers, [---] engagements


"$RBRK today reminds me of my fav Greenday song Wake me up when September ends The bands name should or could have been Red Day too instead of Green Day 🤣🤣🤣 but really 🥲🥲🥲🥲"  
[X Link](https://x.com/anyuser/status/2019510955517128921)  2026-02-05T20:38Z [---] followers, [---] engagements


"Bought A Small Position in ADYEN Just opened a micro / mini / foothold position in Adyen. I'm keeping the entry small for now to stay nimble but the fundamentals of this European fintech powerhouse are hard to ignore. Why Adyen (The Bull Case) The "Single Platform" Advantage: Unlike competitors who rely on a patchwork of legacy systems and acquisition ( especially Fiserv) Adyens tech stack is built entirely in-house. This allows for higher authorization rates and lower technical debt. Massive Scale & Efficiency: They process nearly [--] trillion in annual volume. Because of their lean"  
[X Link](https://x.com/ValueCroc/status/2020816799181468057)  2026-02-09T11:07Z [---] followers, [---] engagements


"Pride Tax: Why do we loose money in markets Are you curious enough to learn The more I read Jim Paul the more I learn. The chapter Im reading now is a total eye-opener and I wanted to share it with those of you looking to level up. Long story short: there are people in the market to make money and there are people who just want to be "right." You have to ask yourself: Do I want to protect my ego and my reputation or do I want to make money If forced to choose which do you prefer This problem compounds for someone like me who writes on Substack and takes a public positionor even legendary"  
[X Link](https://x.com/ValueCroc/status/2022436877148770421)  2026-02-13T22:25Z [---] followers, [--] engagements


"Three stages of life: Lifes all about waiting for results [--]. Younger days: patiently waiting for exam results [--]. Middle Ages: Patiently waiting for earning calls [--]. Older Ages: Patiently waiting for medical test results Patience is all thats required"  
[X Link](https://x.com/ValueCroc/status/1991257171699581017)  2025-11-19T21:28Z [---] followers, [--] engagements


"$NVDA what an amazing earning Sales $57B vs Est. $55B EPS $1.30 vs Est. $1.26 Data Center Sales $51.2B vs Est. $48.6B Gross Margins 73.4% vs. Est. 73.6% Q4 Guidance Sales $65B vs Est. $62B"  
[X Link](https://x.com/ValueCroc/status/1991258604779811063)  2025-11-19T21:33Z [---] followers, [---] engagements


"Fair to say that Ray Dalio and Howard Marks sits on fence but question is that a bad thing Sitting on the fence' is just a derogatory term for risk management. Ask the youngish / retail investors new to the fame down significantly on Tom Lees advice or Cathie Wood who clearly takes positions if they wish theyd sat this one out I'd rather sit on the fence with my capital intact than drown in the 'innovation' bubbles Cathie Wood and Tom Lee keep pumping. As a background I started serious investing at time of Covid and Cathie Wood was my fav lost a lot of money following her advice and in her"  
[X Link](https://x.com/ValueCroc/status/1991598117494616465)  2025-11-20T20:02Z [---] followers, [---] engagements


"Daily Thoughts / Reflections Part 1: Michael Burry Bashing Burry seems to be the new fashion on X. Is it because names like $PLTR and $NVDA have developed cult-like followings similar to early Tesla $TSLA While Burry can be extreme he asks valid contrarian questions. Even as a happy $NVDA investor I read his comments to stress-test my conviction. Our job as investors is to protect our hard-earned money by constantly seeking the bear case. His points on OpenAI are particularly sharp. History tells us that when a General opens too many battlefronts they lose. OpenAI seems to be getting into"  
[X Link](https://x.com/ValueCroc/status/1991606200086233512)  2025-11-20T20:34Z [---] followers, [---] engagements


"Choppy Markets Fed and Fog of DataMacro Perspectives Daily Thoughts / Reflections The market currently has a split personality. One minute we rally on optimism the next we sell off on fear. The trend right now is that there is no trend. The Feds Blind Spot One of the culprits ( besides others) is the Feds "Data Dependent" mantra. The problem The data isn't giving us a clear narrative. We are stuck oscillating between "Soft Landing" hopes and "Higher for Longer" fears. Since the Fed is driving while looking in the rearview mirror they can't offer guidance until the numbers break decisively one"  
[X Link](https://x.com/ValueCroc/status/1992072130683408793)  2025-11-22T03:26Z [---] followers, [---] engagements


"@commonsenseplay Makes sense there wasn't much Revenue for $IONQ this would still take time but CEO replaced and CFO left earlier is indeed concerning These Quantum companies are still hard to understand am more leaning towards Infleqtion $CCCX"  
[X Link](https://x.com/ValueCroc/status/1992102332356821461)  2025-11-22T05:26Z [---] followers, [---] engagements


"For those who think super computers are [--] to [--] decades away China who is well ahead on quantum computing vs rest of the world is commercially selling quantum computer using Neutral Atoms as qubits. This is same tech that is used by $CCCX and one can infer that the approach used bu $CCCX is scalable and usable at commercial levels. If you want to understand quantum tech in detail and what neutral atoms mean I have taken the pain of writing what I would humbly say as the most comprehensive beginner to medium level quantum tech article which is totally free on substack. Refer to link below"  
[X Link](https://x.com/ValueCroc/status/1992909697909969146)  2025-11-24T10:54Z [---] followers, [----] engagements


"Liquidity Crisis 2025: How is it / might potentially impact bitcoin / gold / growth stocks and other asset forms Daily Thoughts / Reflections Investing is not a job for faint hearted and one needs to be on the toes all the time yes I know the value investment theme of set and forget that you invest and sleep but atleast in my last fee years of investing I have learned that its not that simple. So whats the new crises A liquidity crunch expected. How come If you remember [----] Fed tightening crushed markets until Powell pivoted. Then 2019s repo crisis hitovernight lending rates exploded forcing"  
[X Link](https://x.com/ValueCroc/status/1993067140262584357)  2025-11-24T21:20Z [---] followers, [---] engagements


"$GOOG today is at about $318 this post below (back from April) is from a time when there was lot of noise and disbelief about them and stock was at $158 though part of it was April blues but also lots of unnecessary noise was out of a narrative that chat gpt will distupt them and some of best investors were beating that drum. Lesson Learnt: Trust your own well-informed basis of conclusion even when it means standing against the loudest best-funded voices. @StockSavvyShay Google $GOOG my thoughts - Search would defo be impacted with LLMs I personally have highly reduced usage of google search"  
[X Link](https://x.com/ValueCroc/status/1993213981239263655)  2025-11-25T07:03Z [---] followers, [---] engagements


"Thank you for the detailed reply though I must admit it came across a bit on the confidently dismissive side. If youre a CEO of a quantum company or a quantum physicist in disguise then Ill take the scolding happily 🙂. Otherwise if you are a researcher like me who is not a quantum CEO or quantum scientist with recognised paper welcome to my club were both students here and Ive already confessed openly that Im a beginner no charlatan cosplay from my side no misleading. On your first paragraph: the theory you mentioned is broadly correct but the conclusions you draw from it are much stronger"  
[X Link](https://x.com/ValueCroc/status/1993416720795738603)  2025-11-25T20:29Z [---] followers, [--] engagements


"Is quantum encryption really unhackableExplained with beginner level analogies as I love using Feyman technique. Daily thoughts My beginner level guide to navigate the world of quantum stocks how to value spacs and $CCCX is gaining traction. One comment was about QKD vs PQC and challenged quantum encryption claiming that quantum encryption is redundant. So I want to double click on that. I alluded to QKD in my detailed post and how in [----] China did a hugely successful experiment with Micius Satelite ( for details refer to my post ) Lets go back to what Quantum Key Distribution (QKD) is QKD"  
[X Link](https://x.com/ValueCroc/status/1993437477995266155)  2025-11-25T21:51Z [---] followers, [---] engagements


"@dividenddude Thats a good way $DUOL I did the same and lost my motivation few days down the road 😕"  
[X Link](https://x.com/ValueCroc/status/1993478623056347441)  2025-11-26T00:35Z [---] followers, [---] engagements


"@miscomputate @infleqtion @Stocktwits Good one ✌🏻"  
[X Link](https://x.com/ValueCroc/status/1993526317921538328)  2025-11-26T03:44Z [---] followers, [--] engagements


"I agree that these companies are richly valued and highly speculative investments and thats where I will share some quotes from my detailed post Youre making a 1-in-10 bet.: ✓ You can lose 100% of your investment without lifestyle impact Unproven technology that may not scale A 5-10 year time horizon before you know if this works ✓ You understand this is a lottery ticket not an investment As for software update I dont think the claim is that it would be an easy path"  
[X Link](https://x.com/ValueCroc/status/1993590696339722365)  2025-11-26T08:00Z [---] followers, [--] engagements


"Positive surprise When I posted about $FOUR shortly after that Michael Burry posted about it as well and much to my surprise he holds a position this is yet another vote for me to have a deep dive in this company and share with my community as well as decide for myself whether or not to invest and if so how to position size it. @ValueCroc I agree on debt but the maturities are very spread out so it's not as much of a concern as people make it out to be and they print ton of FCF. With macro you are correct it would be a headwind but they are now operating in 75+ geographies well diversified"  
[X Link](https://x.com/ValueCroc/status/1993945441839534397)  2025-11-27T07:30Z [---] followers, [---] engagements


"@commonsenseplay Good post on mistakes people make. Complexity arises when seasoned investors / ans so called influencers make similar mistakes following hype cycles tweeting hype stocks misleading people in community without highlighting risks"  
[X Link](https://x.com/ValueCroc/status/1995238564460933473)  2025-11-30T21:08Z [---] followers, [---] engagements


"Someones having monday blues 😠. Or may I say Monday redsneeds a coffee"  
[X Link](https://x.com/ValueCroc/status/1995398240301367744)  2025-12-01T07:43Z [---] followers, [--] engagements


"Rubrik $RBRK Earnings Call Around the Corner They are one of the highest growth cybersecurity company but not the highest priced (Daily thoughts) Rubrik reports its Q3 fiscal [----] results after market close on December [--] [----] and am keenly waiting for that. My earlier deep dive on this company gained signigicant traction / interest from my community. And now its time for an update as to what investors would be looking at and I expect it would be the following: For those who dont know a lot about the company If you know already skip this section. It is a very high growth cyber security / cyber"  
[X Link](https://x.com/ValueCroc/status/1995964622307033112)  2025-12-02T21:13Z [---] followers, [---] engagements


"It is important to understand the why of Michael Burrys view on market crash and then critically analyse if it makes sense. His why is broadly as following which he said in his podcast with Michael Lewis - tech stocks are inflated especially $NVDA and $PLTR - There is a structural shift in market vs [----] crash and that is high %age of passive funds and if any crash happens first of these passive funds will self detonate there would be a stampede of rushing outside the market and then it will be a period of loooong winter or prolonged crash where the market will go sideways Critical Analysis -"  
[X Link](https://x.com/ValueCroc/status/1996621769890058737)  2025-12-04T16:45Z [---] followers, [---] engagements


"Hey of all the replies yours was most interesting coz you claim that you have actually used it my question is out of curiousity tell me more about the Foundry if AI is not good what is the advantage : disadvantage please share a balance view if you can and then again in addition to foundry how was their service broadly what I understand is that they are good in services aligning data in a meaningful way that insights can be drawn what was your companyss experience again a balanced view pls with good bad and ugly Thanks in advance"  
[X Link](https://x.com/ValueCroc/status/1996634358841487843)  2025-12-04T17:35Z [---] followers, [--] engagements


"Netflix $NFLX wins WBD bidding war"  
[X Link](https://x.com/ValueCroc/status/1996917385551585501)  2025-12-05T12:19Z [---] followers, [--] engagements


"@SayNoToTrading Makes sense am no fan of $NFLX lots of competition YT premium is better than Netflix atleast for me and now with this new medicore acquisition the levels of debt they will be incurring would be horrendous"  
[X Link](https://x.com/ValueCroc/status/1997153134561653125)  2025-12-06T03:56Z [---] followers, [---] engagements


"@UnrivaledInvest @rookisaacman Good post the more I read about $FOUR more attractive it seems however all this payment space is crowded with significant competition it seems that all these companies will have to prove themselves over the course of several quarters to emerge strongly"  
[X Link](https://x.com/ValueCroc/status/1998612150458482896)  2025-12-10T04:34Z [---] followers, [---] engagements


"Lululemon ($LULU) Q3 FY2025: Double Beat CEO Exit Stock up 10.4% in extended hours and Key Concerns ✅ Sales $2.57B vs $2.48B est +3.5% (7.1% YoY) ✅ EPS [----] vs [----] est +17% I wrote a very detailed post on $LULU earlier and was not surprised that sales are growing internstionally however local US growth still remains a challenge due to competition by private labels including from Costco and upcoming brands like Alo Yoga. Also what does not come as a surprise is that CEO Calvin Mcdonald will step down as a CEO after about [--] years. I would be a bit concerned on quality of next CEO as that would"  
[X Link](https://x.com/ValueCroc/status/1999279738326818906)  2025-12-12T00:46Z [---] followers, [---] engagements


"@commonsenseplay Good timing I have been holding $LULU for some time. LULUs founder has expressed concerns about CEO earlier as well espcially around slow innovation velocity and hence it seems investors are upbeat about the company in addition to double beat of earnings / Revenue estimates"  
[X Link](https://x.com/ValueCroc/status/1999309109829730573)  2025-12-12T02:43Z [---] followers, [---] engagements


"@commonsenseplay Good write-up I invested in $LULU sometime back and did a detailed write-up in previous qtr in case you are interested https://open.substack.com/pub/stockcrock/p/lululemon-stretching-thin-from-yogar=50tzb9&utm_medium=ios https://open.substack.com/pub/stockcrock/p/lululemon-stretching-thin-from-yogar=50tzb9&utm_medium=ios"  
[X Link](https://x.com/ValueCroc/status/2000139576158093527)  2025-12-14T09:43Z [---] followers, [--] engagements


"Tesla vs Waymo Debate: FinTwit is once again abuzz with $TSLA robotaxi vs $GOOG Waymo debates a lot of the "analysis" out there is driven more by ego and share ownership than objective data (though to be fair there are some rational arguments buried in the noise) Ive been trying to look past the immediate drama to see what the landscape looks like five to ten years down the road. Heres how I expect things to shake out: [--]. Near term 🔹 Getting approvals from Govt will be tough especially for Tesla which is already getting litigation in California (refer screenshot below of WSJ headline which"  
[X Link](https://x.com/ValueCroc/status/2001503765917286431)  2025-12-18T04:04Z [---] followers, [---] engagements


"CCCX / Infleqtion is one of my favourite Quantum companies and was up almost 10%. In my view this is better than other quantum companies. If you want to have detailed understanding of overall quantum sector and this company refer to this deep dive below. https://open.substack.com/pub/stockcrock/p/is-cccx-infleqtion-the-strongestr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/is-cccx-infleqtion-the-strongestr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2003647595642835423)  2025-12-24T02:03Z [---] followers, [--] engagements


"Things get harder for $LULU Lululemon as the comapny is set to exit the Nasdaq [---] ($IUXX) following the indexs annual reshuffle a symbolic blow that can also trigger selling as index funds rebalance"  
[X Link](https://x.com/ValueCroc/status/2003674442304749733)  2025-12-24T03:49Z [---] followers, [---] engagements


"Great post @hamids couple of points to add - there is a lot of love for Tesla and at same time there is a lot of non-love with some euphemism due to Musk so am not sure if it would be easy to scale to enormous level I foresee a market which will have other players like Waymo / Uber. - the key thing thar $UBER has built is the infrastructure or an aggregator model it is like $VISA or $MSTR for payments or like doordash for ordering business or in its simplest words land in texas on which oil companies drill so eventually tesla will also use Uber just like waymo is using uber as well currently"  
[X Link](https://x.com/ValueCroc/status/2005475763534057711)  2025-12-29T03:07Z [---] followers, [---] engagements


"$META buys Manus: Is it a strategic surrender or a strategic win I came across Manus few months back when some of my tech friends were raving about it downloaded it but honestly didnt use it a lot. Its a chinese startup backed by Tencent and were able to crack what a lot many large companies were not able to do ie create AI agents that helped users books tickets plan vacations analyse portfolios. They reached $100 million ARR in record short time of about eight months. And then I came across Manus again lately when much to my surprise Meta announced acquisition for $2Bn. Meta unlike Manus has"  
[X Link](https://x.com/ValueCroc/status/2006466701593121069)  2025-12-31T20:45Z [---] followers, [---] engagements


"-   There is a chart being circulated within fintwit on how OpenAIs compensation in form of stock based compensation is significantly higher than any company even at a time when - Gemini and other models are catching up within chatgpt at a very fast rate - LLMs are being considered a commodity and - META went and acquired chines Manus AI which have excellent monetisable model and are generating revenue already.   It shows stock-based compensation per employee prior to IPO inflation-adjusted to [----] dollars across major technology companies that have gone public since [----]. OpenAI sits so far"  
[X Link](https://x.com/ValueCroc/status/2006623169394733557)  2026-01-01T07:06Z [---] followers, [--] engagements


"@_Investinq How true it is a huge source of oil ( largest in the world) gold (largest in latin America) coal natural gas and lots of others. Which companies will benefit what would be the long / short term impact Refer to my thoughts below https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2007659738927137137)  2026-01-04T03:45Z [---] followers, [---] engagements


"Its a gold mine with largest oil reserves of c $17 trillion largest gold reserves in latin America and lots of other resources and several oil companies will benefit Here are my detailed thoughts on which companies can potentially be impacted impact on gold / inflation and risks. https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2007662304826142957)  2026-01-04T03:56Z [---] followers, [---] engagements


"Venezuala: Which Stocks will benefit and impact on inflation / oil / gold The capture of Nicols Maduro on January [--] [----] was a swift high-stakes operation but its a massive geopolitical event whose ripples will be felt for years. To put it in perspective Venezuela sits on roughly [---] billion barrels of crude. At a conservative $57 per barrel thats a $17.3 trillion treasure chest larger than the GDP of many nations on earth. And its not just oil there is about the largest gold resources in Latin America of +8000 tons and massive deposits of gas iron ore coal and strategic minerals like copper"  
[X Link](https://x.com/ValueCroc/status/2007668212528493055)  2026-01-04T04:19Z [---] followers, [---] engagements


"I expect oil prices to come down as well which should be deflationary for US as well as gold prices to settle as well. I further expect that if US is able to control onground situation in Venezuala (which seems probable coz the people I talked to from Venezuala had no love for ousted leader thought its never a good sample to talk to peoplw living in west and not onground) then there are oil reserves of estimate $17trillion and huge gold reserves as well. I further expect in long term some stocks will be positively impacted. For my detailed thoughts including the stocks refer to my post here ("  
[X Link](https://x.com/ValueCroc/status/2007671451483288009)  2026-01-04T04:32Z [---] followers, [--] engagements


"@unusual_whales Not only that US also controls latin Americas largest gold reserves as well. How wouls this benefit US economy / inflation / stock market Refer to my detailed post below: https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/venezuala-potential-impacts-on-economyr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2007675241502519792)  2026-01-04T04:47Z [---] followers, [--] engagements


"$SSYS: The "Nancy Pelosi" Stock of the Robotics Revolution Debbie Wasserman Schultz often described as the "Nancy Pelosi of manufacturing and robotics" has a recorded investment in Stratasys ($SSYS). Lately Ive seen this stock pop up in another high-conviction account I follow and like that person. I have opened a small position and will study this more but at a broad level it seems to be a company with not much downside whilst a significant upside especially in long run. It is essentially a play of materials for robotics we all know we are still not there but maybe [----] is the year of"  
[X Link](https://x.com/ValueCroc/status/2011913399324852434)  2026-01-15T21:28Z [---] followers, [----] engagements


"Ok here is the crazy one Morgan Stanley thinks ASML still has another 70% upside to it this is based on the way TSMC is expandind whos ASMLs largest client. TSMC recently signaled that its [----] capital spending could reach as high as $56 billion. Why it matters: ASML is the sole provider of the EUV (Extreme Ultraviolet) lithography machines TSMC needs for its 2nm and 3nm nodes. The Multiplier: Every time TSMC announces a new fab in Arizona Japan or Taiwan they are essentially pre-ordering billions of dollars in ASML hardware. ( not financial advice)"  
[X Link](https://x.com/ValueCroc/status/2012120037050728549)  2026-01-16T11:09Z [---] followers, [--] engagements


"Copper is up and everyone is bullish saying Copper will moin but is it so Why does Goldman think its a bubble Look am invested in Copper with my own hard earned money and the conflicting bearish vs bullish predictions of Goldman vs JP Morgan have been baffling me so I went on this journey of going down the rabbit hole or may I say deep dark mines of Copper Knowledge and this post below is Part [--] of the Copper series in an attempt to understand where would it go. As always it is for free."  
[X Link](https://x.com/ValueCroc/status/2012999147729940914)  2026-01-18T21:22Z [---] followers, [--] engagements


"@optionscjp Copper is good per Goldman Sachs has some probability of going down in [----] lots of copper hoarded right now and per them once the speculation money goes out it will be down so watchout. I am writing on copper in detail a starter level post is here https://open.substack.com/pub/stockcrock/p/the-great-copper-disconnect-of-2026r=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/the-great-copper-disconnect-of-2026r=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2013297111773618667)  2026-01-19T17:06Z [---] followers, [---] engagements


"Intel just dropped its Q4 results and while the "headline" numbers look good and I was thinking wow but what did not impress me was the Q1 [----] earnings. But its not only me the market thinks the same and the stock is down in after-hours. This is all the more important when the stock is Priced to Perfection: The stock has rallied nearly 150% over the last year. When expectations are that high a "decent" report isn't enoughinvestors are taking profits. The "Beat": Revenue and EPS both came in higher than Wall Street expected for the end of [----]. The "Miss": Q1 [----] guidance is the culprit."  
[X Link](https://x.com/ValueCroc/status/2014446249169322380)  2026-01-22T21:13Z [---] followers, [---] engagements


"Robert Friedland is an amazing storyteller and beautifully describes copper shortage crises that is expected in long run. But watchout even though there is a lot of hype on copper shortage in longrun in short run there are a lot of moving parts including massive hoarding and impact of Trump Tariffs so I personally expect volatility in copper in [----]. Most headlines will tell that copper prices are on the rise and are about to explode but fine print as always is different. I wrote a detailed post earlier on my substack and will soon share two more parts to trilogy of posts stay tuned"  
[X Link](https://x.com/ValueCroc/status/2014959401829073319)  2026-01-24T07:12Z [---] followers, [--] engagements


"Amazing analogy to position $AMPX that Imagine running with a bag of 50kg or [--] kg. With [--] kgyou will reach destination faster. So light weight of aircraft or drone will save time and fuel i will add that conversely that with [--] kg bags you can run longer so $AMPX it seems has both; can be used for long haul flights with larger batteries and faster drones with smaller battery. https://twitter.com/i/web/status/2015896214060073271 https://twitter.com/i/web/status/2015896214060073271"  
[X Link](https://x.com/ValueCroc/status/2015896214060073271)  2026-01-26T21:14Z [---] followers, [--] engagements


"@thexcapitalist Copper supercycle is coming but not all stocks are equal i have compiled a tri-series of detailed posts explaining copper and which stocks have higher likelihood to succeed refer to post here https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2015897030791713156)  2026-01-26T21:18Z [---] followers, [--] engagements


"@hamids @MilkRoadAI @hamids spot on am no fan of Chamath Copper is going to be huge but I think in long term not in [----] I suspect [----] to be year of volatility as they say road to heaven is through hell"  
[X Link](https://x.com/ValueCroc/status/2016053889460797733)  2026-01-27T07:41Z [---] followers, [--] engagements


"📢 $SOFI Q2 [----] Earnings Call Soon 🚀 📈 Whats Expected: Analysts project $0.06 EPS on $804M revenue aligning with SoFis guidance of $785M-$805M adjusted net revenue and $200M-$210M EBITDA. SoFis history of beating estimates fuels optimism 🔍 Key Things to Watch: Member & Product Growth: Targeting 830k-840k new members (pushing 11.7M total 34% YoY) and expansion in lending financial services and tech platform (Galileo). Fee-Based Revenue: Aiming for 50% of revenue from Financial Services & Tech Platform (66% YoY growth in Q1) boosting margins and reducing lending reliance. Lending"  
[X Link](https://x.com/ValueCroc/status/1950111818430529944)  2025-07-29T08:31Z [---] followers, [---] engagements


"$TTD Q3 EARNINGS 🔥 Sales $739M vs Est. $719M EPS $0.45 vs Est. $0.44 EBITDA $317M vs Est. $279M Solid Q4 Guidance ✅ Sales $840M vs. Est. $831M EBITDA $375M vs Est. $368M Announced $500M share repurchase authorization For details on company please refer to my very detailed deep dive on this company. https://open.substack.com/pub/stockcrock/p/the-trade-desk-ttd-decoding-the-stockr=50tzb9&utm_medium=ios https://open.substack.com/pub/stockcrock/p/the-trade-desk-ttd-decoding-the-stockr=50tzb9&utm_medium=ios"  
[X Link](https://x.com/ValueCroc/status/1986545499932139968)  2025-11-06T21:25Z [---] followers, [---] engagements


"The Copper Conundrum: Short-Term Bubble or Long-Term Explosion Copper is poised for a massive breakoutChamath Palihapitiya certainly thinks so and the fundamentals back him up. The real debate isn't if but when. Is this a "now" story or a "later" story The Wall Street Divide Even the "smart money" is split on the timeline: Goldman Sachs: They have historically been copper bulls calling it "the new oil." However their recent stance has been more nuanced. While they maintain a strong long-term conviction due to the green energy transition and supply shortages they have cautioned about"  
[X Link](https://x.com/ValueCroc/status/2014974185664360534)  2026-01-24T08:10Z [---] followers, [---] engagements


"$NUAI is going "all-in" on its Texas hyperscale campus. After finalizing the full acquisition of Texas Critical Data Centers LLC New Era Energy & Digital has teamed up with Primary Digital Infrastructure to break ground in Ector County. With a target capacity of 1GW+ this development positions the company as a heavyweight in the AI infrastructure space I have investment in this stock. For details on what company does and core investment thesis refer to https://substack.com/@stockcrock/note/c-205699750r=50tzb9&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/ValueCroc/status/2015964298963792245)  2026-01-27T01:45Z [---] followers, [---] engagements


"$CPSH who announced a massive contract with a "Global Semiconductor Manufacturer" (widely speculated to be a key NVIDIA partner or NVIDIA itself) for next-gen cooling components . Seems that as NVIDIA transitions from Blackwell (liquid-cooled) to Rubin (which may require even more exotic thermal materials) CPSHs AlSiC will become a mandatory component not just an optional one https://twitter.com/i/web/status/2016256205321281832 https://twitter.com/i/web/status/2016256205321281832"  
[X Link](https://x.com/ValueCroc/status/2016256205321281832)  2026-01-27T21:05Z [---] followers, [----] engagements


"They say AI is a bubble: ASML earnings and booking volumes say shutup $ASML earnings are out and their bookings are way ahead vs analysts expectations ie [----] billion euros ($15.8 billion) in the fourth quarter of [----] ahead of analyst expectations of [----] billion euros. 🔹Samsung and SK Hynix are expanding have huge orders to satisfy insatiable Memory demands 🔹TSMC is buying coz $Nvidia is buying And yet AI is in bubble. https://twitter.com/i/web/status/2016415447252664332 https://twitter.com/i/web/status/2016415447252664332"  
[X Link](https://x.com/ValueCroc/status/2016415447252664332)  2026-01-28T07:38Z [---] followers, [---] engagements


"@hypedplugarya @aleabitoreddit The more I study $CPSH the more it seems that they will be the one as they announced a contract by a large company and speculation is that it could be $NVDA but wait this is speculation only"  
[X Link](https://x.com/ValueCroc/status/2016444556397707386)  2026-01-28T09:33Z [---] followers, [---] engagements


"Whoooops i can hear glass breaking $MSFT on Azure cloud growth expectation miss which I was expecting"  
[X Link](https://x.com/ValueCroc/status/2016624165013639594)  2026-01-28T21:27Z [---] followers, [---] engagements


"Ta-da Tesla $TSLA and Musk never fail to surprise. Solid earnings and they said its Optimus robots were on track for an end of year start of production. For the quarter Tesla reported revenue of $24.90 billion vs. $25.11 billion estimated a 2.4% drop from a year ago. Tesla posted adjusted earnings per share (EPS) of $0.50 vs $0.45 expected with operating income of $1.41 billion vs. $1.32 billion estimated. https://twitter.com/i/web/status/2016625681892086264 https://twitter.com/i/web/status/2016625681892086264"  
[X Link](https://x.com/ValueCroc/status/2016625681892086264)  2026-01-28T21:33Z [---] followers, [---] engagements


"@thexcapitalist Shudders At the thought who else will be dragged down by openAI"  
[X Link](https://x.com/ValueCroc/status/2016774299940769822)  2026-01-29T07:23Z [---] followers, [--] engagements


"@sunxliao If you want some tickers beyond $COPX to research on including those of high alpha ones ( hi risk too) refer to this post for feee https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2016969006733992101)  2026-01-29T20:17Z [---] followers, [---] engagements


"@chamath Good one amazing post. Similar to above I wrote on quatum basics a couple of months back have a look and see what am I missing. Its for free. https://open.substack.com/pub/stockcrock/p/is-cccx-infleqtion-the-strongestr=50tzb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/stockcrock/p/is-cccx-infleqtion-the-strongestr=50tzb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/ValueCroc/status/2017150794727117078)  2026-01-30T08:20Z [---] followers, [---] engagements


"Lets segregate short term vs. long term. Short Term (Now-2027): The priority is replenishing the stockpile. The U.S. has zero other domestic smelters. Even if $UAMY uses Bolivian ore ( honestly if they bring it from timbuktu or moon it doesnt matter govt is panic buying) they are the only ones who can turn it into the metal the Pentagon needs. But it's not just 'hype'-they actually restarted mining at Stibnite Hill (Montana) last year and just raised [----] guidance to $125M because of it. They are moving away from foreign ore faster than the 'junior' label suggests. Long Term (2028+): You're"  
[X Link](https://x.com/ValueCroc/status/2017157485430526348)  2026-01-30T08:46Z [---] followers, [---] engagements


"@QuizB123 All good points and thats what a lot of bearish narrators miss ✌🏻"  
[X Link](https://x.com/ValueCroc/status/2017193670072791405)  2026-01-30T11:10Z [---] followers, [--] engagements


"Ive been analyzing and investing in copper for months (as seen in my previous Substack and Reddit notes). This long-term supply/demand gap isn't a sudden trend; its been documented for years by the International Energy Agency (IEA) and other major institutions. I recently published a three-part series on Substack addressing the core questions surrounding this trade. Here is where our perspectives align and where Id offer additional context: Points of Agreement Long-term vs. Short-term Outlook: I agree that the real shortage is a long-term play. Currently COMEX is seeing significant physical"  
[X Link](https://x.com/ValueCroc/status/2017206684285084037)  2026-01-30T12:02Z [---] followers, [--] engagements


"$NXT Nextracker designs and manufactures solar tracking systems that optimize energy production for solar power plants. Bull Argument: Strong growth in renewable energy demand leadership in solar tracking technology and expansion in global markets. Bear Argument: Intense competition reliance on solar industry growth and sensitivity to changes in government policies or incentives. Analysts Forecast Analysts Consensus: Strong Buy Average target predicts an increase of 11.07% from the current stock price of $50.42 Average target of $56 No. of Analysts: 20"  
[X Link](https://x.com/ValueCroc/status/1885889848827117621)  2025-02-02T03:15Z [---] followers, [---] engagements


"Prem Watsa often dubbed the "Canadian Warren Buffett" is known for his incredible long-term track record of compounding capital at Fairfax Financial Holdings. His deep value and contrarian investment style has generated returns of nearly 20% annually in book value per share since [----]. 📈 Today the Q2 [----] 13F filing for Fairfax is out giving us a look into the mind of this legendary investor. While Fairfax's portfolio is often very concentrated here are some of the major changes from this quarter: * Added to Positions $OXY: Occidental Petroleum $KHC: Kraft Heinz * Major Sales / Reduction in"  
[X Link](https://x.com/ValueCroc/status/1955945565910597693)  2025-08-14T10:52Z [---] followers, [--] engagements


"Z Scaler $ZS earnings call Double Beat for the quarter ✅ Revenue $719.23 vs $706.8m est. ✅ EPS $0.89 vs $0.86 est. 📈. Here are some of the key highlights: Financial Performance * Revenue Growth: Zscaler's revenue grew by 21.3% year-over-year to $719.2 million surpassing both analyst estimates and the company's own guidance. Earnings Beat: The company reported a non-GAAP profit of $0.89 per share which was 11% above the consensus analyst estimates. Annual Recurring Revenue (ARR): Zscaler hit a significant milestone with ARR exceeding $3 billion for the first time. Strong Guidance: The company"  
[X Link](https://x.com/ValueCroc/status/1963009994934386797)  2025-09-02T22:43Z [---] followers, [---] engagements


"🚀 Alibabas AI Moonshot Sends Shares Soaring Alibaba rocketed 9% in Hong Kong on Wednesdayhitting its highest level since 2021after CEO Eddie Wu unveiled bold plans to ramp up AI spending beyond the 380B ($53B) three-year pledge announced in February. 📈 YTD gains now top 107%. 🔑 Key Takeaways: ✅ 🧠 Wu teased an artificial superintelligence era saying Alibaba Cloud will increase investments in AI models and infrastructure to stay ahead. ✅ 🤖 Qwen3-Max the newest version of Alibabas large language model headlined a wave of new AI product updates. ✅ 🌐 Expansion plans include new data centers"  
[X Link](https://x.com/ValueCroc/status/1970759068269847012)  2025-09-24T07:55Z [---] followers, [---] engagements


"Daily update: [--] Stocks [--] Stories (October [--] 2025) [--] $CRS +22.66% ($300.27) Carpenter Technology Corporation What Happened: Shares surged sharply in trading hitting new highs amid positive momentum. Why: The company reported strong Q1 FY2026 earnings on October [--] beating expectations with robust year-over-year growth and impressive shareholder returns boosting investor confidence in its specialty alloys business. [--] $GTX +19.3% ($14.93) Garrett Motion Inc. What Happened: Stock climbed on solid quarterly results and upbeat guidance. Why: Reported Q3 FY2025 earnings with strong revenue growth"  
[X Link](https://x.com/ValueCroc/status/1981475321317904655)  2025-10-23T21:38Z [---] followers, [---] engagements


"Post-it Note Thesis of $Four Shift4 Payments Daily Thoughts One stock thats on my watchlist is $Four which is getting a battering from the market in particular due to concerns about high debt which I am concerned as well and gets me thinking / rethinking before touching the stock. Other concerns are - what if economy worsens revenue would be impacted - They acquired European company Global Blue ( thats where part of debt is coming from) jury is still out whether that would be a success for four especially integration - Leadership transition Founder CEO Jared Isaacman tok over a senior role in"  
[X Link](https://x.com/ValueCroc/status/1993795807536140318)  2025-11-26T21:35Z [---] followers, [---] engagements


"I Bought minor dip in $V Visa and $MA Master following President Trumps post about capping credit card fees. This is because I expect that implementation would be hard: - Interchange is set by issuing banks not Visa/Mastercardregulation means controlling bank pricing raising constitutional issues about government interference in private contracts. - The Durbin Amendment took years to implement with massive legal challenges only applied to big banks debit cards. Credit would face fiercer opposition. - Previous attempts (Credit Card Competition Act) repeatedly stalled despite bipartisan"  
[X Link](https://x.com/ValueCroc/status/2011193807371702507)  2026-01-13T21:49Z [---] followers, [---] engagements


"@Gubloinvestor Wait why is the $NOW having an almost free fall What am I missing"  
[X Link](https://x.com/ValueCroc/status/2016622716472971495)  2026-01-28T21:21Z [---] followers, [----] engagements


"@Gubloinvestor $RBRK is a solid stock am thinking of adding more at some stage"  
[X Link](https://x.com/ValueCroc/status/2018793366209859618)  2026-02-03T21:07Z [---] followers, [---] engagements


"@johhnyWalkerAZ I am reading this book What I learned losing a million dollars by Jim Paul which adresses exactly this one of the books loved by Nassem Taleb writer of Black Swan. If you get a chance might as well read it it is on exactly the same topic or gemini the summary"  
[X Link](https://x.com/ValueCroc/status/2019503536959295649)  2026-02-05T20:08Z [---] followers, [---] engagements


"$NICE NICE Ltd. provides cloud-based software solutions for customer engagement analytics and workforce optimization across industries. Bull Argument: Strong demand for cloud solutions expanding customer base and growth in AI-driven services. Bear Argument: Intense competition potential customer churn and reliance on the global economic environment. Analysts Forecast Analysts Consensus: Strong Buy Average target predicts an increase of 52.84% from the current stock price of $166.14 Average target: $253.93 No. of Analysts: 15"  
[X Link](https://x.com/ValueCroc/status/1885889843819053167)  2025-02-02T03:15Z [---] followers, [--] engagements


"$HRMY Harmony Biosciences focuses on developing and commercializing treatments for rare neurological conditions with a focus on sleep disorders. Bull Argument: Strong market potential in underserved neurological conditions growing revenue from key treatments. Bear Argument: Limited product portfolio reliance on a single drug and regulatory or market access risks. Analysts Forecast Analysts Consensus: Strong Buy Average target predicts an increase of 41.86% from the current stock price of $38.77 Average target of $55 No. of Analysts: [--] https://twitter.com/i/web/status/1885889846352433632"  
[X Link](https://x.com/ValueCroc/status/1885889846352433632)  2025-02-02T03:15Z [---] followers, [--] engagements


"Surprisingly for me Bill Ackman totally exit $NKE position. Some of other changes to portfolio in Q1 are: Buys / Addition ( % of portfolio) + $UBER new position 18.50% of portfolio + $BN Brookfield Corp 2.68% of portfolio + $GOOGL buys 0.58% + $HTZ Hertz Global Holdings 0.08% Sells / Trims ( % of portfolio) - $NKE fully sells out of position - $GOOG sells 1.60% - $HLT Hilton Worldwide holdings - $CMG Chipotle Mexican Grill https://twitter.com/i/web/status/1923140333065601303 https://twitter.com/i/web/status/1923140333065601303"  
[X Link](https://x.com/ValueCroc/status/1923140333065601303)  2025-05-15T22:16Z [---] followers, [---] engagements


":   October [--] [----] 🧵 ----- [--] $PRAX +183.71% ($162.71) Praxis Precision Medicines Inc. : Shares exploded after positive Phase [--] trial results 🚀 : Announced positive topline results from the Essential3 program for ulixacaltamide in essential tremor meeting primary endpoints with plans to submit an NDA to the FDA by early [----]. ----- [--] $JBHT +30.74% ($169.57) J.B. Hunt Transport Services Inc. : Stock surged on strong quarterly earnings 📈 : The multimodal transportation provider posted consolidated revenue of $3.05 billion which was roughly flat year over year and just slightly ahead of a"  
[X Link](https://x.com/ValueCroc/status/1978931242319122509)  2025-10-16T21:09Z [---] followers, [--] engagements


"$BACQ is on a mission to automate flying have already won military contract ( which is always hard) and is eyeing at automating civilian flights as well. I am naming it Tesla of skies. Huge potential though high risk play. What attracted me towards this is Citron Researchs report that this stock would triple. Spent weekend researching and writing about $BACQ have a read it is one of the most detailed deep dive and is for free. https://open.substack.com/pub/stockcrock/p/tesla-of-skies-a-game-changer-companyr=50tzb9&utm_medium=ios https://twitter.com/i/web/status/1985091408974467267"  
[X Link](https://x.com/ValueCroc/status/1985091408974467267)  2025-11-02T21:07Z [---] followers, [---] engagements


"Daily Update / Thoughts Just looked into three stocks that made big moves today and unpacking why [--] Xometry Inc. $XMTR What the company does: Xometry operates an AI-enabled online marketplace for on-demand manufacturing services connecting buyers (like engineers and procurement personnel) with a vast network of manufacturing suppliers for custom parts and production. Stock Movement and Reason: $XMTR stock is up significantly (e.g. up over 25% in recent trading based on pre-market/previous day data) primarily due to a strong Q3 [----] earnings report. Major News/Developments: Earnings Beat: The"  
[X Link](https://x.com/ValueCroc/status/1985822220015611980)  2025-11-04T21:31Z [---] followers, [---] engagements


"Awesome I opened a position in $CPSH a few days back when I originally replied to your post good find on Alsic materials. Though based on my research the probability of this being used by $NVDA is not high for [----] but the other aspects that you have mentioned are still worth it https://twitter.com/i/web/status/2016941233105752563 https://twitter.com/i/web/status/2016941233105752563"  
[X Link](https://x.com/ValueCroc/status/2016941233105752563)  2026-01-29T18:27Z [---] followers, [---] engagements


"@Vmaxpax Am invested in $CPSH .: would love to read your thesis if it is in written in detail"  
[X Link](https://x.com/ValueCroc/status/2017168252443754515)  2026-01-30T09:29Z [---] followers, [---] engagements


"$UAMY and You be the judge $UAMY was down ( initially 18%) after Reuters article which reported that the Trump administration is shelving plans for critical mineral price floors (guaranteed minimum prices). But UAMY management immediately came back with rebuttal calling it speculative inaccurate and misleading. Who is right Lets not trust both the management and Reuters and use our own brains ( I will try to use my tiny one as well which often doesnt work) and lets critically analyse arguments on both sides. Imagine you are a judge and two sides are pleading put yourself in those shoes and"  
[X Link](https://x.com/anyuser/status/2016977142433898812)  2026-01-29T20:49Z [---] followers, [----] engagements


"For $UAMY a concern some investors have is that it is a hype stock and one should not " get blinded by the 'Made in USA' flag." In other words this means that the current price likely has a lot of "patriotic hype" baked in. The company brings ore from Bolivia and if Govt strictly implement "domestic-only" rules for its most lucrative grants UAMY could get disqualified from certain funding. To me the most imp. question is that how badly the stock piles need to be filled. Who will win sprint and who will win marathon Lets segregate short term vs. long term. 🔹Short Term (Now-2027): The priority"  
[X Link](https://x.com/anyuser/status/2017162432704397418)  2026-01-30T09:06Z [---] followers, [----] engagements


"The road to AI is through SAAS. SAAS isnt being eaten by AI it is being supercharged. Stock market rotates from one narrative to another and many times its a false narratives that goes around that herd thinking those generalisations that lift up an entire sector even rotten eggs and conversely make best companies look bad. SAAS is dead AI will eat SAAS is the ongoing narrative. Thats not true AI is actually a huge tail wind for SAAS companies who are well integrated with enterprise infrastructure and will act as a bridge for these AI applications. Samsara $IOT is a classic example theyve"  
[X Link](https://x.com/ValueCroc/status/2017497662539661515)  2026-01-31T07:18Z [---] followers, [--] engagements


"Data Centers and Heat Wall The narrative has been that challenge for AI is electricity the next challenge for AI chips is the heat wall. Rubin chios would generate more heat as your hair dryer and imagine if you have your hair dryer focused on a plastic for [--] minutes. This would impact the archtitecture of chips / the structure materials used I am writing a detailed post on that for a week now. Stay tuned for my next post on that. https://twitter.com/i/web/status/2017715310414201089 https://twitter.com/i/web/status/2017715310414201089"  
[X Link](https://x.com/anyuser/status/2017715310414201089)  2026-01-31T21:43Z [---] followers, [---] engagements


"President Trump is prepping a $12B critical minerals stockpile. As the only integrated North American antimony producer $UAMY is the direct play for defense & energy security. Already backed by a $245M DLA contract they are the "chosen ones" for resource independence. Im holding my bagthis is a massive macro tailwind. Please dyor this is not financial advice"  
[X Link](https://x.com/ValueCroc/status/2018427754249883928)  2026-02-02T20:54Z [---] followers, [---] engagements


"$PLTR Double Beat ✅Revenue $1.41B vs Est. $1.34B ✅EPS $O.25 vs Est. $O.23 ✅US Commercial: $507M: up 137% YoY FY [--] Guidance ✅Revenue $7.18B vs Est. $6.28B (+61% YoY) ✅Commercial Revenue $3.14B (+115% YoY)"  
[X Link](https://x.com/anyuser/status/2018431948444885415)  2026-02-02T21:10Z [---] followers, [---] engagements


"Glass Substrates are coming Do you know how would it be a game changer for Semi industry Whoops Samsung is reportedly shifting its Glass Substrate project to a dedicated Business Unit eyeing a [----] ramp-up. Just this weekend I covered this upcoming game-changing shift in chip manufacturingaimed at resolving the "heat wall"and how the entire industry might significantly change. Samsungs competitor Absolics has partnered with $AMAT to set up glass substrate manufacturing in the US. Various other companies will be beneficiaries and some new names are popping up (e.g. $LPKF in Germany). Read my"  
[X Link](https://x.com/ValueCroc/status/2018576076356944007)  2026-02-03T06:43Z [---] followers, [---] engagements


"$UAMY is up c. 19% today in a see of red and this is exactly what I was saying few days back ( refer to my note below) that it is a bottle neck. See as investors the most important weapon we have is clarity of thought and as I invest read and write more I get more clarity. The question When do stocks pop-up or get a significant re-rating 🔹Bottle neck (think of Copper or $MU lately) 🔹Geo-political issue (think of rare earths) 🔹Monopoly / Duopoly - with power to control pricing 🔹A massive Technology shift that others cannot catch (think of $TSLA back at Covid time / or $NVDA a few years"  
[X Link](https://x.com/ValueCroc/status/2018782730931335368)  2026-02-03T20:24Z [---] followers, [---] engagements


"Why I love $AMPX stock and major catalyst Amperius $AMPX (one of my holdings) is up c 11% today eapecially in a sea of red. Why They announced a manufacturing partnership with Nanotech Energy a U.S.-based energy company developing advanced lithium-ion batteries establishing a domestic production pathway for Amprius high-performance silicon battery cells . Well this is significant because Nanotech Energy will be Amprius first U.S.-based manufacturing partner addressing a major strategic gap. Again as I always say understanding why and why this matters is very critical for investors: Its coz"  
[X Link](https://x.com/ValueCroc/status/2018790435007926391)  2026-02-03T20:55Z [---] followers, [---] engagements


"$ATX my copper stock is up in a sea of red today i wont say much the thesis is very clear in my three detailed posts this post below is last of three series. https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=title https://open.substack.com/pub/stockcrock/p/copper-stock-playbook-who-wins-inr=50tzb9&utm_medium=ios&shareImageVariant=title"  
[X Link](https://x.com/ValueCroc/status/2018796207028711426)  2026-02-03T21:18Z [---] followers, [---] engagements

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