[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.] #  @WTCM3 WTCM WTCM posts on X about asml, $asml, $atcoa, $tsm the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1081240896975204352/interactions)  - X Week XXXXXX +77% - X Month XXXXXX -XX% - X Months XXXXXXX +618% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1081240896975204352/posts_active)  - X Months XXX +44% - X Year XXX +5.30% ### Followers: XXXXXX [#](/creator/twitter::1081240896975204352/followers)  - X Week XXXXXX +0.24% - X Month XXXXXX +1.10% - X Months XXXXXX +7.10% - X Year XXXXXX +7.70% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1081240896975204352/influencer_rank)  ### Social Influence [#](/creator/twitter::1081240896975204352/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [asml](/topic/asml) 2.36%, [$asml](/topic/$asml) 2.36%, [$atcoa](/topic/$atcoa) 2.36%, [$tsm](/topic/$tsm) 1.57%, [$mu](/topic/$mu) 1.57%, [$dhr](/topic/$dhr) 1.57%, [$el](/topic/$el) 1.57%, [jnj](/topic/jnj) 1.57%, [$jnj](/topic/$jnj) 1.57%, [$dge](/topic/$dge) XXXX% **Top accounts mentioned or mentioned by** [@pythiar](/creator/undefined) [@bluegrasscap](/creator/undefined) [@sleepwellcap](/creator/undefined) [@intrinsicinv](/creator/undefined) [@omaraah](/creator/undefined) [@pmje73](/creator/undefined) [@bearforcewon](/creator/undefined) [@noonsixcap](/creator/undefined) [@ebitdaddy90](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@invesquotes](/creator/undefined) [@appalacheglobal](/creator/undefined) [@arrakisglobal](/creator/undefined) [@moneyandmore72](/creator/undefined) [@kukreja_abhinav](/creator/undefined) [@anthpb](/creator/undefined) [@dcurras1](/creator/undefined) [@green_pumpsie](/creator/undefined) [@crackthemarket_](/creator/undefined) **Top assets mentioned** [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Danaher Corporation (DHR)](/topic/$dhr) [Elcoin (EL)](/topic/$el) [Johnson & Johnson (JNJ)](/topic/$jnj) [Robotics Intelligence (RI)](/topic/$ri) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc) [Copart, Inc. (CPRT)](/topic/$cprt) [Southwest Airlines Co (LUV)](/topic/$luv) [Vertex Protocol (VRTX)](/topic/$vrtx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Repligen, Corp. (RGEN)](/topic/$rgen) [Pfizer, Inc. (PFE)](/topic/$pfe) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [RenaissanceRe Holdings Ltd. (RNR)](/topic/$rnr) [Everest Group, Ltd. (EG)](/topic/$eg) [Effect.AI (EFX)](/topic/$efx) [CRH Public Limited Company (CRH)](/topic/$crh) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Summit Materials, Inc. Class A Common Stock (SUM)](/topic/$sum) [Amrize Ltd (AMRZ)](/topic/$amrz) [Intel Corporation (INTC)](/topic/$intc) [HDFC Bank Limited (HDB)](/topic/$hdb) [Bostrom (BOOT)](/topic/$boot) [Good Games Guild (GGG)](/topic/$ggg) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Tongtongcoin (TTC)](/topic/$ttc) [Allegion PLC (ALLE)](/topic/$alle) [Illinois Tool Works Inc. (ITW)](/topic/$itw) [General Electric Company (GE)](/topic/$ge) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Arcblock (ABT)](/topic/$abt) [ROGin AI (ROG)](/topic/$rog) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [BIM (BIM)](/topic/$bim) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [SpaceN (SN)](/topic/$sn) [3M Co (MMM)](/topic/$mmm) [Beldex (BDX)](/topic/$bdx) [Basilisk (BSX)](/topic/$bsx) [Bitforex Token (BF)](/topic/$bf) [Now Coin (NOW)](/topic/$now) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Suncor Energy, Inc. (SU)](/topic/$su) [Merit Circle (MC)](/topic/$mc) ### Top Social Posts [#](/creator/twitter::1081240896975204352/posts) --- Top posts by engagements in the last XX hours ""In fact keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide""  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1940753342495707211) 2025-07-03 12:43:48 UTC 12.8K followers, 10.6K engagements "O'Leary on the inevitable consolidation in Europe given Ryanair's widening unit cost advantage $RYA $WIZZ $EZY cc: $LUV"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1924527615043317965) 2025-05-19 18:08:34 UTC 12.8K followers, 5415 engagements "on Repligen C/GT & AAV fears $RGEN $SRPT $VRTX $PFE"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1939657144866947224) 2025-06-30 12:07:55 UTC 12.8K followers, 3097 engagements "prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1942578778657427497) 2025-07-08 13:37:26 UTC 12.8K followers, 1617 engagements ""Very few players in financial data have successfully created this closed-loop flywheel between B2B underwriting and B2C distribution" $EXPN cc: $EFX"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1945172730992595343) 2025-07-15 17:24:53 UTC 12.8K followers, 1870 engagements ""The US cement market is typically short with an average 10-25% of US consumption made of imports over the last XX years. this typically implies a strong level of pricing power for the industry with prices increasing by 60-70% in the last XX years" $CRH $EXP $SUM $AMRZ"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1938220339181637725) 2025-06-26 12:58:33 UTC 12.8K followers, 4364 engagements "(logic) litho demand/intensity debate $ASML cc: $TSM $INTC $005930 $MU $000660"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1945536707446689841) 2025-07-16 17:31:12 UTC 12.8K followers, 13.9K engagements "on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943378728353947665) 2025-07-10 18:36:09 UTC 12.8K followers, 1732 engagements ""India has the most compounders" (cc: $HDB $MSIL IN and so many others like $BOOT IN $3M IN $HUVR IN)"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1114554782016892929) 2019-04-06 15:45:42 UTC 12.8K followers, XX engagements "@SleepwellCap @IntrinsicInv @OmarAA_H @pmje73 @BearForce_Won $ALLE $ITW $TTC $OTIS $ATCOA $GGG"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1626764066831081472) 2023-02-18 02:02:32 UTC 12.8K followers, XX engagements "on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1797258184597324111) 2024-06-02 13:25:17 UTC 12.8K followers, 10.7K engagements ""The capacity of biologics CDMOs particularly for large-scale commercial applications is not yet outpacing growing demand for biologics drugs and continued outsourcing" $207940 $LONN"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1788554351184617774) 2024-05-09 12:59:21 UTC 12.8K followers, 5061 engagements "Roche Diagnostics snapshot $ROG $DHR $ABT $TMO $BIM $ILMN"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1795790490811412842) 2024-05-29 12:13:11 UTC 12.8K followers, 11.9K engagements "Jed Weiss on Marsh & Azbil as "non-traditional defensives" $MMC $6845"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1855962771789111575) 2024-11-11 13:16:21 UTC 12.8K followers, 1692 engagements "BG Int'l Alpha PM: "Whether we reflect on the portfolio as a whole or one of our favourite companies the conclusions are similar: sustained periods of uncomfortable performance are inevitable but ultimately they will pass and great businesses will endure and be rewarded" $ATCOA"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1632833692040065024) 2023-03-06 20:01:03 UTC 12.8K followers, XX engagements ""Some members of Leonardo Del Vecchios family are urging Delfin to sell over 46B in financial holdings including stakes in Mediobanca UniCredit and Generali to refocus the investment vehicles strategy on EssilorLuxottica" $EL $G $UCG $MB"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1938223635522850953) 2025-06-26 13:11:39 UTC 12.8K followers, 1799 engagements "Coloplast $COLOB DC competitive landscape by segment (from 5/23 Berenberg presentation) (cc: $MMM $BDX/$BCR $BSX $SN LN $CTEC LN $XRAY/Wellspect $JNJ)"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1135909404379770880) 2019-06-04 14:01:20 UTC 12.8K followers, XX engagements "U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1891461818826047641) 2025-02-17 12:16:53 UTC 12.8K followers, 26.4K engagements ""pathways to relevance" $NVDA $WCN $NOW $ALC"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943292028336345110) 2025-07-10 12:51:38 UTC 12.8K followers, 2755 engagements "Marcus Morris-Eyton (AB PM) on three European industrial biz models with "durable sources of LT growth potential": (1) services/aftermarket providers like Weir (2) serial acquiriers like Beijer Ref and (3) 'digital transformers' like Schneider $WEIR $BEIJB $SU"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1914420560731545642) 2025-04-21 20:46:44 UTC 12.8K followers, 2805 engagements ""data from Nexans suggests that the European grid is 45-50 years old the most obsolete in the world""  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1927804098969051213) 2025-05-28 19:08:08 UTC 12.8K followers, 4352 engagements "L'Oral OSG vs. global beauty mkt $OR $EL $PUIG $PG $MC"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1913587160801857855) 2025-04-19 13:35:06 UTC 12.8K followers, 5087 engagements "U.S. beer share 2023 vs. 2018 $BUD $TAP $STZ $HEIA"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1795793473833992662) 2024-05-29 12:25:03 UTC 12.8K followers, 3202 engagements ""IAA has abated market share erosion to Copart since its last customer loss in 2023 (accounting for X% of sales) and has even managed to claw back some market share wins in recent quarters" $RBA $CPRT $KAR"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1935016134694097172) 2025-06-17 16:46:12 UTC 12.8K followers, 3624 engagements "select businesses with seemingly real/durable 'proprietary tech stack' comp advantage; others (most interested in those outside of the IT GICS) $ADYEN $WISE $MNDY $GRMN $IMCD $DSV $CPRT $MELI $SNOW cc: $ADBE"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1925923671412969667) 2025-05-23 14:35:59 UTC 12.8K followers, 13.9K engagements ""We acknowledge Samsung earnings are de-risked and bottomed there is a credible bull case around the HBM4 new opportunity it's the weakest performer in DRAM YTD and at book value the stock is becoming difficult to ignore" $005930 $000660 $MU cc: $NVDA"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1942580958911508952) 2025-07-08 13:46:06 UTC 12.8K followers, 2017 engagements "spirits Nielsen data remains brutal $DGE $RI $CPR"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1928433292048474297) 2025-05-30 12:48:20 UTC 12.8K followers, 6710 engagements "CC Wei $TSM 2Q25 greatest hits: "We have systems integration we have CoWoS-L we have a lot of different names that I can't even remember."; "I think the first a humanoid robot will be used for taking care of the people getting old like me.""  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1945824189228741046) 2025-07-17 12:33:33 UTC 12.8K followers, 2290 engagements "WFE share by application 2010-2026E (via $IT) $AMAT $ASML"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1943302262467518708) 2025-07-10 13:32:18 UTC 12.8K followers, 3328 engagements "on Danaher integration playbook: "it didn't spring forth from brilliance. it sprung forth from a fair amount of humility in writing down basically what worked and what didn't work" $DHR"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1935785027037536655) 2025-06-19 19:41:30 UTC 12.8K followers, 8616 engagements "global AT-IOL penetration $ALC $JNJ $BLCO $AFX $7741"  [@WTCM3](/creator/x/WTCM3) on [X](/post/tweet/1925539063118868760) 2025-05-22 13:07:42 UTC 12.8K followers, 2296 engagements
[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.]
@WTCM3 WTCM
WTCM posts on X about asml, $asml, $atcoa, $tsm the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +77%
- X Month XXXXXX -XX%
- X Months XXXXXXX +618%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Months XXX +44%
- X Year XXX +5.30%
Followers: XXXXXX #
- X Week XXXXXX +0.24%
- X Month XXXXXX +1.10%
- X Months XXXXXX +7.10%
- X Year XXXXXX +7.70%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% finance XXXX% countries XXXX% currencies XXXX%
Social topic influence asml 2.36%, $asml 2.36%, $atcoa 2.36%, $tsm 1.57%, $mu 1.57%, $dhr 1.57%, $el 1.57%, jnj 1.57%, $jnj 1.57%, $dge XXXX%
Top accounts mentioned or mentioned by @pythiar @bluegrasscap @sleepwellcap @intrinsicinv @omaraah @pmje73 @bearforcewon @noonsixcap @ebitdaddy90 @joinyellowbrick @invesquotes @appalacheglobal @arrakisglobal @moneyandmore72 @kukreja_abhinav @anthpb @dcurras1 @green_pumpsie @crackthemarket_
Top assets mentioned Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Danaher Corporation (DHR) Elcoin (EL) Johnson & Johnson (JNJ) Robotics Intelligence (RI) Constellation Brands, Inc. Class A (STZ) NVIDIA Corp. (NVDA) Alcon Inc. Ordinary Shares (ALC) Copart, Inc. (CPRT) Southwest Airlines Co (LUV) Vertex Protocol (VRTX) Sarepta Therapeutics, Inc. (SRPT) Repligen, Corp. (RGEN) Pfizer, Inc. (PFE) Arch Capital Group Ltd (ACGL) RenaissanceRe Holdings Ltd. (RNR) Everest Group, Ltd. (EG) Effect.AI (EFX) CRH Public Limited Company (CRH) Eagle Materials, Inc. (EXP) Summit Materials, Inc. Class A Common Stock (SUM) Amrize Ltd (AMRZ) Intel Corporation (INTC) HDFC Bank Limited (HDB) Bostrom (BOOT) Good Games Guild (GGG) Otis Worldwide Corp (OTIS) Tongtongcoin (TTC) Allegion PLC (ALLE) Illinois Tool Works Inc. (ITW) General Electric Company (GE) Raytheon Technologies Corp (RTX) Illumina, Inc. (ILMN) Arcblock (ABT) ROGin AI (ROG) Thermo Fisher Scientific Inc. (TMO) BIM (BIM) Marsh & McLennan Companies, Inc. (MMC) SpaceN (SN) 3M Co (MMM) Beldex (BDX) Basilisk (BSX) Bitforex Token (BF) Now Coin (NOW) Waste Connections, Inc. (WCN) Suncor Energy, Inc. (SU) Merit Circle (MC)
Top Social Posts #
Top posts by engagements in the last XX hours
""In fact keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide""
@WTCM3 on X 2025-07-03 12:43:48 UTC 12.8K followers, 10.6K engagements
"O'Leary on the inevitable consolidation in Europe given Ryanair's widening unit cost advantage $RYA $WIZZ $EZY cc: $LUV" @WTCM3 on X 2025-05-19 18:08:34 UTC 12.8K followers, 5415 engagements
"on Repligen C/GT & AAV fears $RGEN $SRPT $VRTX $PFE" @WTCM3 on X 2025-06-30 12:07:55 UTC 12.8K followers, 3097 engagements
"prop-cat reinsurance pricing 1990-2025 $HNR $ACGL $MUV $RNR $EG" @WTCM3 on X 2025-07-08 13:37:26 UTC 12.8K followers, 1617 engagements
""Very few players in financial data have successfully created this closed-loop flywheel between B2B underwriting and B2C distribution" $EXPN cc: $EFX" @WTCM3 on X 2025-07-15 17:24:53 UTC 12.8K followers, 1870 engagements
""The US cement market is typically short with an average 10-25% of US consumption made of imports over the last XX years. this typically implies a strong level of pricing power for the industry with prices increasing by 60-70% in the last XX years" $CRH $EXP $SUM $AMRZ" @WTCM3 on X 2025-06-26 12:58:33 UTC 12.8K followers, 4364 engagements
"(logic) litho demand/intensity debate $ASML cc: $TSM $INTC $005930 $MU $000660" @WTCM3 on X 2025-07-16 17:31:12 UTC 12.8K followers, 13.9K engagements
"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO" @WTCM3 on X 2025-07-10 18:36:09 UTC 12.8K followers, 1732 engagements
""India has the most compounders" (cc: $HDB $MSIL IN and so many others like $BOOT IN $3M IN $HUVR IN)" @WTCM3 on X 2019-04-06 15:45:42 UTC 12.8K followers, XX engagements
"@SleepwellCap @IntrinsicInv @OmarAA_H @pmje73 @BearForce_Won $ALLE $ITW $TTC $OTIS $ATCOA $GGG" @WTCM3 on X 2023-02-18 02:02:32 UTC 12.8K followers, XX engagements
"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS" @WTCM3 on X 2024-06-02 13:25:17 UTC 12.8K followers, 10.7K engagements
""The capacity of biologics CDMOs particularly for large-scale commercial applications is not yet outpacing growing demand for biologics drugs and continued outsourcing" $207940 $LONN" @WTCM3 on X 2024-05-09 12:59:21 UTC 12.8K followers, 5061 engagements
"Roche Diagnostics snapshot $ROG $DHR $ABT $TMO $BIM $ILMN" @WTCM3 on X 2024-05-29 12:13:11 UTC 12.8K followers, 11.9K engagements
"Jed Weiss on Marsh & Azbil as "non-traditional defensives" $MMC $6845" @WTCM3 on X 2024-11-11 13:16:21 UTC 12.8K followers, 1692 engagements
"BG Int'l Alpha PM: "Whether we reflect on the portfolio as a whole or one of our favourite companies the conclusions are similar: sustained periods of uncomfortable performance are inevitable but ultimately they will pass and great businesses will endure and be rewarded" $ATCOA" @WTCM3 on X 2023-03-06 20:01:03 UTC 12.8K followers, XX engagements
""Some members of Leonardo Del Vecchios family are urging Delfin to sell over 46B in financial holdings including stakes in Mediobanca UniCredit and Generali to refocus the investment vehicles strategy on EssilorLuxottica" $EL $G $UCG $MB" @WTCM3 on X 2025-06-26 13:11:39 UTC 12.8K followers, 1799 engagements
"Coloplast $COLOB DC competitive landscape by segment (from 5/23 Berenberg presentation) (cc: $MMM $BDX/$BCR $BSX $SN LN $CTEC LN $XRAY/Wellspect $JNJ)" @WTCM3 on X 2019-06-04 14:01:20 UTC 12.8K followers, XX engagements
"U.S. alcohol inventory/sales 1992-present $DGE $RI $BF $ABI $STZ" @WTCM3 on X 2025-02-17 12:16:53 UTC 12.8K followers, 26.4K engagements
""pathways to relevance" $NVDA $WCN $NOW $ALC" @WTCM3 on X 2025-07-10 12:51:38 UTC 12.8K followers, 2755 engagements
"Marcus Morris-Eyton (AB PM) on three European industrial biz models with "durable sources of LT growth potential": (1) services/aftermarket providers like Weir (2) serial acquiriers like Beijer Ref and (3) 'digital transformers' like Schneider $WEIR $BEIJB $SU" @WTCM3 on X 2025-04-21 20:46:44 UTC 12.8K followers, 2805 engagements
""data from Nexans suggests that the European grid is 45-50 years old the most obsolete in the world"" @WTCM3 on X 2025-05-28 19:08:08 UTC 12.8K followers, 4352 engagements
"L'Oral OSG vs. global beauty mkt $OR $EL $PUIG $PG $MC" @WTCM3 on X 2025-04-19 13:35:06 UTC 12.8K followers, 5087 engagements
"U.S. beer share 2023 vs. 2018 $BUD $TAP $STZ $HEIA" @WTCM3 on X 2024-05-29 12:25:03 UTC 12.8K followers, 3202 engagements
""IAA has abated market share erosion to Copart since its last customer loss in 2023 (accounting for X% of sales) and has even managed to claw back some market share wins in recent quarters" $RBA $CPRT $KAR" @WTCM3 on X 2025-06-17 16:46:12 UTC 12.8K followers, 3624 engagements
"select businesses with seemingly real/durable 'proprietary tech stack' comp advantage; others (most interested in those outside of the IT GICS) $ADYEN $WISE $MNDY $GRMN $IMCD $DSV $CPRT $MELI $SNOW cc: $ADBE" @WTCM3 on X 2025-05-23 14:35:59 UTC 12.8K followers, 13.9K engagements
""We acknowledge Samsung earnings are de-risked and bottomed there is a credible bull case around the HBM4 new opportunity it's the weakest performer in DRAM YTD and at book value the stock is becoming difficult to ignore" $005930 $000660 $MU cc: $NVDA" @WTCM3 on X 2025-07-08 13:46:06 UTC 12.8K followers, 2017 engagements
"spirits Nielsen data remains brutal $DGE $RI $CPR" @WTCM3 on X 2025-05-30 12:48:20 UTC 12.8K followers, 6710 engagements
"CC Wei $TSM 2Q25 greatest hits: "We have systems integration we have CoWoS-L we have a lot of different names that I can't even remember."; "I think the first a humanoid robot will be used for taking care of the people getting old like me."" @WTCM3 on X 2025-07-17 12:33:33 UTC 12.8K followers, 2290 engagements
"WFE share by application 2010-2026E (via $IT) $AMAT $ASML" @WTCM3 on X 2025-07-10 13:32:18 UTC 12.8K followers, 3328 engagements
"on Danaher integration playbook: "it didn't spring forth from brilliance. it sprung forth from a fair amount of humility in writing down basically what worked and what didn't work" $DHR" @WTCM3 on X 2025-06-19 19:41:30 UTC 12.8K followers, 8616 engagements
"global AT-IOL penetration $ALC $JNJ $BLCO $AFX $7741" @WTCM3 on X 2025-05-22 13:07:42 UTC 12.8K followers, 2296 engagements