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# ![@WTCM3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1081240896975204352.png) @WTCM3 WTCM

There are no recent news or social posts specifically about WTCM. As a result, there is no information available to summarize.

### Engagements: XXXXX [#](/creator/twitter::1081240896975204352/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:interactions.svg)

- X Week XXXXXX +71%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +11%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1081240896975204352/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +19%
- X Year XXX +25%

### Followers: XXXXXX [#](/creator/twitter::1081240896975204352/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:followers.svg)

- X Week XXXXXX +0.26%
- X Month XXXXXX +2.20%
- X Months XXXXXX +5.50%
- X Year XXXXXX +11%

### CreatorRank: XXXXXXX [#](/creator/twitter::1081240896975204352/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1081240896975204352/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  #3686 [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$or](/topic/$or) #2, [ai](/topic/ai), [$wise](/topic/$wise), [wise](/topic/wise), [level](/topic/level), [$adyen](/topic/$adyen), [$tw](/topic/$tw) #2, [$relx](/topic/$relx) #1, [$mc](/topic/$mc) #3, [$mktx](/topic/$mktx)

**Top accounts mentioned or mentioned by**
[@bluegrasscap](/creator/undefined) [@libertyrpf](/creator/undefined) [@ebitdaddy90](/creator/undefined) [@sleepwellcap](/creator/undefined) [@intrinsicinv](/creator/undefined) [@kylerhasson](/creator/undefined) [@moat6ixcap](/creator/undefined) [@linearthinker](/creator/undefined) [@robostocks123](/creator/undefined) [@energycredit1](/creator/undefined) [@mlpguy](/creator/undefined) [@simonlack](/creator/undefined) [@henrymhoffman](/creator/undefined) [@lsvalue](/creator/undefined) [@lennyice](/creator/undefined) [@einsteinstrasse](/creator/undefined) [@omaraah](/creator/undefined) [@pmje73](/creator/undefined) [@bearforcewon](/creator/undefined) [@chriswmayer](/creator/undefined)

**Top assets mentioned**
[Osisko Gold Royalties Ltd (OR)](/topic/$or) [Wise (WISE)](/topic/$wise) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [RELX PLC (RELX)](/topic/$relx) [Merit Circle (MC)](/topic/$mc) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Autodesk Inc (ADSK)](/topic/$adsk) [Newmont Corporation (NEM)](/topic/$nem) [Synopsys, Inc. (SNPS)](/topic/$snps) [Ferro (FER)](/topic/$fer) [General Electric Company (GE)](/topic/$ge) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Elcoin (EL)](/topic/$el) [Decentral Games ICE (ICE)](/topic/$ice) [CME Group Inc (CME)](/topic/$cme) [Bentley Systems, Inc. (BSY)](/topic/$bsy) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [United Community Banks, Inc. (UCB)](/topic/$ucb) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Brunswick Corporation (BC)](/topic/$bc) [Witnet (WIT)](/topic/$wit) [Accenture (ACN)](/topic/$acn) [Cap (CAP)](/topic/$cap) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [Smurfit WestRock plc (SW)](/topic/$sw) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Spotify Technology (SPOT)](/topic/$spot) [Nike Inc (NKE)](/topic/$nke) [Airbnb Inc (ABNB)](/topic/$abnb) [Metadium (META)](/topic/$meta) [McDonald's Corp (MCD)](/topic/$mcd) [Sherwin-Williams Co (SHW)](/topic/$shw) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) [PPG Industries, Inc. (PPG)](/topic/$ppg) [AhaToken (AHT)](/topic/$aht) [United Rentals, Inc. (URI)](/topic/$uri) [StandardAero, Inc. (SARO)](/topic/$saro) [retard to retired (R/R)](/topic/$rr) [Watsco, Inc. (WSO)](/topic/$wso) [SAP SE (SAP)](/topic/$sap) [Danaher Corporation (DHR)](/topic/$dhr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [CatCoin (CAT)](/topic/$cat)
### Top Social Posts
Top posts by engagements in the last XX hours

"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"  
[X Link](https://x.com/WTCM3/status/1943378728353947665)  2025-07-10T18:36Z 13.3K followers, 1966 engagements


"on the $ADYEN competitive advantage"  
[X Link](https://x.com/WTCM3/status/1674048079580876801)  2023-06-28T13:32Z 13.3K followers, 5271 engagements


"Rich Repetto: "innovation towards products that can trade electronically in shorter maturities I think is going to continue to bring higher volumes" $MKTX $TW $ICE $CME"  
[X Link](https://x.com/WTCM3/status/1674751585052774402)  2023-06-30T12:07Z 13.3K followers, 5169 engagements


""demand for gen AI in legal services is likely to be high" $RELX $WKL"  
[X Link](https://x.com/WTCM3/status/1759222042354680306)  2024-02-18T14:23Z 13.3K followers, 8106 engagements


"'engineering software' cons growth 25-27E $ADSK $PCOR $CDNS $BSY $NEM $DSY $SNPS"  
[X Link](https://x.com/WTCM3/status/1925529352805994604)  2025-05-22T12:29Z 13.3K followers, 4833 engagements


"treasury volatility now lowest since 2021 $TW XX% off peak cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1970144153485844681)  2025-09-22T15:12Z 13.3K followers, 1988 engagements


"$MLTX brutal cc: $MRK $UCB"  
[X Link](https://x.com/WTCM3/status/1973020951672734006)  2025-09-30T13:43Z 13.3K followers, 1429 engagements


"$V x $CRCL cc: $WISE"  
[X Link](https://x.com/WTCM3/status/1973102710476935659)  2025-09-30T19:08Z 13.3K followers, 2362 engagements


"on $WISE vs. Stripe multi currency accounts"  
[X Link](https://x.com/WTCM3/status/1974983532146794501)  2025-10-05T23:42Z 13.3K followers, 2168 engagements


""our Prime data suggests HFs Luxury positioning has actually become more cautious with a Long/Short ratio that sits close to all-time lows (and that should be seen in the context EU Consumer Discretionary weighting which is now at the lowest level since 2017)" $MC $BC $RMS"  
[X Link](https://x.com/WTCM3/status/1986139253374374240)  2025-11-05T18:31Z 13.3K followers, 1930 engagements


"JEF on $WISE debates (other than stablecoin-related): "investors appear worried of de-rating post U.S. listing.""  
[X Link](https://x.com/WTCM3/status/1986157554724986954)  2025-11-05T19:43Z 13.3K followers, 4305 engagements


""AI clarifies what customers are actually paying for." $ACN $WIT $TCS $CAP"  
[X Link](https://x.com/WTCM3/status/1987658697653264435)  2025-11-09T23:08Z 13.3K followers, 2071 engagements


"re: tools switching costs at $TSM cc: $KLAC $ONTO"  
[X Link](https://x.com/WTCM3/status/1987995280755880223)  2025-11-10T21:26Z 13.3K followers, 3100 engagements


"$WISE monthly downloads & MAUs 2021-today"  
[X Link](https://x.com/WTCM3/status/1989027514040381892)  2025-11-13T17:48Z 13.3K followers, 3921 engagements


"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"  
[X Link](https://x.com/WTCM3/status/1989088409428873322)  2025-11-13T21:50Z 13.3K followers, 2633 engagements


""The business is higher quality overall (premium/dermo mix diversification) but China's transformation from tailwind to headwind is one of the biggest structural changes invalidating direct historical P/E parallels." $OR"  
[X Link](https://x.com/WTCM3/status/1991151399107690556)  2025-11-19T14:27Z 13.3K followers, 1312 engagements


""Hainan duty free sell-out was +13% YoY in October suggesting the positive growth in Sept (+3% & the first positive in XX months) has strongly accelerated" $OR $MC"  
[X Link](https://x.com/WTCM3/status/1991945001362915690)  2025-11-21T19:01Z 13.3K followers, 5200 engagements


"chemical industry ROIC at lowest level in XX years cc: $IMCD"  
[X Link](https://x.com/WTCM3/status/1993061616448160034)  2025-11-24T20:58Z 13.3K followers, 6406 engagements


"L'Oreal $OR portfolio diversification across price & use case"  
[X Link](https://x.com/WTCM3/status/1993737556689596839)  2025-11-26T17:44Z 13.3K followers, 1870 engagements


"Beauty is more important than ever said Hieronimus. It is there to provide people with self-esteem transformation its one of the few categories that systematically grows at the global level higher than the GDP. $OR"  
[X Link](https://x.com/WTCM3/status/1995887585068286418)  2025-12-02T16:07Z 13.3K followers, 1582 engagements


"Smurfit WestRock $SW LTM demand evolution"  
[X Link](https://x.com/WTCM3/status/1995923962031702196)  2025-12-02T18:32Z 13.3K followers, 1618 engagements


"$ADYEN volume growth vs. weighted average growth of top XX listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"  
[X Link](https://x.com/WTCM3/status/1995931599121383458)  2025-12-02T19:02Z 13.3K followers, 2452 engagements


"L'Oral U.S. acquistions over past 30y now represent half of geo sales $OR"  
[X Link](https://x.com/WTCM3/status/1996590165247005145)  2025-12-04T14:39Z 13.3K followers, 1825 engagements


"India paint growth + valuation (cc: $AKZO IN $APNT IN $BRGR IN $KNPL IN $PIDI IN)"  
[X Link](https://x.com/WTCM3/status/1181936518602117122)  2019-10-09T14:16Z 13.3K followers, XX engagements


"paints & coatings value share by company and region $SHW $PPG $AKZO $AXTA"  
[X Link](https://x.com/WTCM3/status/1816150843756036466)  2024-07-24T16:37Z 13.3K followers, 6698 engagements


"five lessons from Erik Engstrm the "overachieving under-the-radar" $RELX CEO (TSR +18% p.a. since taking over in Nov 2009)"  
[X Link](https://x.com/WTCM3/status/1858969942965854267)  2024-11-19T20:25Z 13.3K followers, 2128 engagements


""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"  
[X Link](https://x.com/WTCM3/status/1963619639180579250)  2025-09-04T15:06Z 13.3K followers, 1660 engagements


""high degree of freedom to set prices." $FER"  
[X Link](https://x.com/WTCM3/status/1979288507236364412)  2025-10-17T20:48Z 13.3K followers, 2841 engagements


"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"  
[X Link](https://x.com/WTCM3/status/1982799734331904338)  2025-10-27T13:21Z 13.3K followers, 4637 engagements


"Beijer Ref N. America vs. Watsco $BEIJB $WSO"  
[X Link](https://x.com/WTCM3/status/1988352306103140590)  2025-11-11T21:05Z 13.3K followers, 3732 engagements


"$SAP CFO on the 2-5x revenue uplift from on-prem to cloud migration"  
[X Link](https://x.com/WTCM3/status/1989324153481023894)  2025-11-14T13:26Z 13.3K followers, 2323 engagements


"Thermo former: "as Danaher moves deeper into life sciences they lose many of the benefits of DBS." $DHR $TMO via @_inpractise"  
[X Link](https://x.com/WTCM3/status/1995437368212623699)  2025-12-01T10:18Z 13.3K followers, 5830 engagements


"current top five U.S. industrials topics $CAT $DE $CMI $WM $J"  
[X Link](https://x.com/WTCM3/status/1995856020703510986)  2025-12-02T14:02Z 13.3K followers, 4588 engagements


"on L'Oral $OR capital allocation cc: $NESN $GALD $KER $SAN"  
[X Link](https://x.com/WTCM3/status/1996234312488714742)  2025-12-03T15:05Z 13.3K followers, 1287 engagements


""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"  
[X Link](https://x.com/WTCM3/status/1992958389572542949)  2025-11-24T14:08Z 13.3K followers, 4315 engagements


"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"  
[X Link](https://x.com/WTCM3/status/1996945539028471877)  2025-12-05T14:11Z 13.3K followers, 3518 engagements


"recent beauty transaction multiples $OR $GALD cc: $PUIG $EL $KER $ELF $MC $ITP"  
[X Link](https://x.com/WTCM3/status/1998409052372521092)  2025-12-09T15:07Z 13.3K followers, 1418 engagements


"Keyence CROCI/ROE decomp 2009-2029E"  
[X Link](https://x.com/WTCM3/status/1970928786976989566)  2025-09-24T19:10Z 13.3K followers, 1727 engagements


"$CGNX CFO on Keyence $6861: "a Japanese company with a not very Japanese business model.""  
[X Link](https://x.com/WTCM3/status/1971204359473201637)  2025-09-25T13:25Z 13.3K followers, 1615 engagements


"estimated EDA sales per user $SNPS $CDNS $SIE"  
[X Link](https://x.com/WTCM3/status/1991149315792748546)  2025-11-19T14:19Z 13.3K followers, 2432 engagements


"spirits Nielsen data remains brutal $DGE $RI $CPR"  
[X Link](https://x.com/WTCM3/status/1928433292048474297)  2025-05-30T12:48Z 13.3K followers, 7043 engagements


"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"  
[X Link](https://x.com/WTCM3/status/1797258184597324111)  2024-06-02T13:25Z 13.3K followers, 10.9K engagements


""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"  
[X Link](https://x.com/WTCM3/status/1975289478240739527)  2025-10-06T19:58Z 13.3K followers, 2626 engagements


"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"  
[X Link](https://x.com/WTCM3/status/1986089822407033012)  2025-11-05T15:14Z 13.3K followers, 3535 engagements


"L'Oral China evolution YTD $OR $EL $PUIG $BABA"  
[X Link](https://x.com/WTCM3/status/1988327639795515558)  2025-11-11T19:27Z 13.3K followers, 2549 engagements


""Historically Deutsche Boerse's CMDs provide interesting entry points." $DB1"  
[X Link](https://x.com/WTCM3/status/1991617193826742568)  2025-11-20T21:18Z 13.3K followers, 1873 engagements


"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"  
[X Link](https://x.com/WTCM3/status/1993698873169064212)  2025-11-26T15:10Z 13.3K followers, 1962 engagements


"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"  
[X Link](https://x.com/WTCM3/status/1995926827735625990)  2025-12-02T18:43Z 13.3K followers, 2561 engagements


"which one is wrong $TRI cc: $RELX"  
[X Link](https://x.com/WTCM3/status/1996385458947854714)  2025-12-04T01:05Z 13.3K followers, 3710 engagements


""We forecast a XX% EBITDA CAGR for XXX ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by XX% for 26E and we expect its pricing power to remain considerable with tariff hikes at XX% p.a. over 27-29E" $FER"  
[X Link](https://x.com/WTCM3/status/1998412631254634562)  2025-12-09T15:21Z 13.3K followers, 4961 engagements