[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.] #  @WealthyReadings WealthyReadings WealthyReadings posts on X about $tmdx, $uber, $cava, $pypl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1673604674392412160/interactions)  - X Week XXXXXXX +1.40% - X Month XXXXXXX +7.90% - X Months XXXXXXXXX +124% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1673604674392412160/posts_active)  - X Week XXX +3.60% - X Month XXX +37% - X Months XXXXX +79% - X Year XXXXX +26% ### Followers: XXXXX [#](/creator/twitter::1673604674392412160/followers)  - X Week XXXXX +1.50% - X Month XXXXX +6.30% - X Months XXXXX +42% - X Year XXXXX +96% ### CreatorRank: XXXXXXX [#](/creator/twitter::1673604674392412160/influencer_rank)  ### Social Influence [#](/creator/twitter::1673604674392412160/influence) --- **Social category influence** [stocks](/list/stocks) #5483 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$tmdx](/topic/$tmdx) #6, [$uber](/topic/$uber) 6.8%, [$cava](/topic/$cava) 5.44%, [$pypl](/topic/$pypl) #770, [pypl](/topic/pypl) #100, [china](/topic/china) 4.76%, [$baba](/topic/$baba) 4.76%, [stocks](/topic/stocks) 4.76%, [$grab](/topic/$grab) 4.76%, [$meli](/topic/$meli) XXXX% **Top accounts mentioned or mentioned by** [@couchinvestor](/creator/undefined) [@manthantweets1](/creator/undefined) [@amitisinvesting](/creator/undefined) [@smallmidcaps](/creator/undefined) [@karczektrader](/creator/undefined) [@fi_wagz](/creator/undefined) [@entropycapital7](/creator/undefined) [@tacticzh](/creator/undefined) [@prometheus_eq](/creator/undefined) [@couch_investor](/creator/undefined) [@capitalismworld](/creator/undefined) [@fiwagz](/creator/undefined) [@rotiboy1002](/creator/undefined) [@ftrinvestors](/creator/undefined) [@soulpowerpaul](/creator/undefined) [@prometheuseq](/creator/undefined) [@fttvyt](/creator/undefined) [@spencerhakimian](/creator/undefined) [@theshedslars](/creator/undefined) [@alfredj09761007](/creator/undefined) **Top assets mentioned** [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [CAVA Group, Inc. (CAVA)](/topic/$cava) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [MercadoLibre Inc (MELI)](/topic/$meli) [On Holding AG (ONON)](/topic/$onon) [Vonage Holdings Corporation (VG)](/topic/$vg) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Palantir (PLTR)](/topic/$pltr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Devon Energy Corp (DVN)](/topic/$dvn) [Sea Limited (SE)](/topic/$se) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Enphase Energy Inc (ENPH)](/topic/$enph) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Nike Inc (NKE)](/topic/$nke) [Netflix Inc (NFLX)](/topic/$nflx) [Bitcoin (BTC)](/topic/$btc) [Dash (DASH)](/topic/$dash) [NuCypher (NU)](/topic/$nu) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Ethereum (ETH)](/topic/$eth) [Airbnb Inc (ABNB)](/topic/$abnb) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts [#](/creator/twitter::1673604674392412160/posts) --- Top posts by engagements in the last XX hours "35 days ago I shared with subscribers my swing plan on $CAVA. I closed the position today for a XXX% gain. "In brief strong fundamentals frequentation & demand for their products very correct growth strong financials & profitability and like often a stock beaten by the market as it was clearly overvalued bringing us back on more reasonable - although not cheap prices with a very encouraging price action. The plan is really clear; breaking the local bottom would invalidate the trade while the target is simply to go back to the last high around $XXX. The position will be closed on the first one"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1943337398995157417) 2025-07-10 15:51:56 UTC 6583 followers, 1848 engagements "I could argue that $ADBE still has its marketing/data analysis & PDF tool which AI is not dirupting. I'm not going to look at the exact proportion of each etc but I really think the comparison is doable. Firefly is better than any LLM to generate images. I really don't see the disruption for any of them. As for buying shares that's another subject But fundamentally. I really don't see any disruption"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946997857388765496) 2025-07-20 18:17:17 UTC 6538 followers, XXX engagements "$PYPL is launching PayPal World this fall a pretty big news & a great upgrade in the service quality & reach although I remain skeptical on some points. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI Mercado Pago (Latam). Those five platforms cumulate around X billion users. Each of their users will have access to the other payment systems & partnered merchants without the need to have accounts in them. A Mercado Pago user will be able to"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947972932925325462) 2025-07-23 10:51:53 UTC 6590 followers, 1307 engagements "$ISRG Investing Playbook & Quarterly Review Everything you need to know about $ISRG quarter fundamentally financially and what it means in terms of investment opportunity. Fundamentals & Financial Review. The company continues to grow its platform base with really stable growth in terms of volume - hence decelerating growth but not an issue at all and a constant increase in usage with around 770000 procedures realized using Da Vinci systems. More systems installed equals more usage hence more revenues from the systems themselves but also the accessories. And more to come as the company"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947981543923700203) 2025-07-23 11:26:06 UTC 6590 followers, 1625 engagements "I struggle to see that happening it's not just about adding or deleting things on images but about modifying lights color & grades. Not something you can do by text base. And that's maybe true for some use cases on Photoshop but what about lightroom then FX after effect or premire. Not usable in text base either - not professionally. Curious to see how things evolve But my convictions remain that $ADBE is value not trap. Needs time to prove it is all"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947000810313060545) 2025-07-20 18:29:01 UTC 6538 followers, XXX engagements "@FI_Wagz Ahah that's not on my plans at all to be fair. But I have some things planned for when I launch the paywall to have conversations & live stream potentially so that's the kind of things which could be adressed there Eventually ahah. Only ideas for now let's see"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947028257175437581) 2025-07-20 20:18:05 UTC 6538 followers, XX engagements "$ENPH Investing Playbook & Quarterly Review. Everything you need to know about $ENPH quarter fundamentally financially & what it means in terms of investment opportunity. Fundamentals & Financial Review. Closing on tough quarters for $ENPH both due to a slowing business due to inflation & interest rates but also unfavorable policy environment with Trump's election. Yet fundamentals seem to finally be stabilizing with the highest ever battery capacity delivered in a quarter. And a stabilization in semi-investors which points to a potential bottom in terms of demand but isn't enough to turn"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947971279849488593) 2025-07-23 10:45:19 UTC 6590 followers, 2005 engagements "$DUOL is back to a corect price to start a position or accumulate. XX% CAGR expected for the next 2Y. XX% Pre-tax margins & expanding. Solid balance sheet. Fundamentals are strong if you consider learning to be important - languages & everything later on. What's not to like"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1942612124221727214) 2025-07-08 15:49:57 UTC 6577 followers, 9574 engagements "$MELI deserved its write-up. It's done. I detail the company but also the continent as $MELI's success is tight to its region's success. I explain why what data to look at & why the lights are slowly turning green. Everything you need is here👇"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946333064059060324) 2025-07-18 22:15:38 UTC 6554 followers, 1255 engagements "I went over my entire watchlist's price action this week-end and here are the four best setup I could find. $OSCR's actual retest due to competition's earnings. $UBER's retest as the market realises it owns distribution. $SE's actual (perfect) retest. $VG's actual volatility. I own the four of them and all are still buyable to my opinion except for $UBER which gave the opportunity but already took off not unlike $CAVA. Those five are the names I'll look at the most this week"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1941917760876937232) 2025-07-06 17:50:47 UTC 6578 followers, 2241 engagements "This is $GRAB's bull thesis. As buying power rises around the world households have more to spend on comfort. You don't need food delivered at your door. But it's comfortable. $UBER proved the concept in riche countries. Why would it be any different in the rest of the world"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1944779418984935592) 2025-07-14 15:22:00 UTC 6582 followers, 6878 engagements "Friendly reminder that you can find valuable content to improve your investing & unlock above-average returns just below. I leverage macro fundamentals & PA to maximize returns & focus solely on them & share the process transparently. Weekends are great to catch up So do it $PLTR $HIMS $NBIS $TMDX $ONON $GOOG $UBER $TSLA $BABA $DUOL $TSLA $ABNB $CAVA $OSCR $VG $PYPL $META $GOOG $NVDA $PANW $ANET $BTC $ETH $SOL & many more"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946934042416337033) 2025-07-20 14:03:42 UTC 6552 followers, 1823 engagements "Ladies & gentlemen after months of optimism & green candles followed by weeks of pain & disillusionment. $TMDX gap finally closed. Might spend some time building volume in the region - hopefully so I can fill my aggressive position but I continue to believe that this is only a healthy slowdown and that the "fundamental risks" published over the last months are largely overblown. Detailed here. & here. Some more weeks of consolidation would be welcome"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947675240328278156) 2025-07-22 15:08:58 UTC 6590 followers, 3155 engagements "Some personal experience on $NKE $ONON & $DECK. Since I moved to Portugal I've seen this very store evolve. From a full $NKE & Adidas to few choices of $ONON & Hoka. To XX% $ONON XX% Hoka & some $NKE/Adidas. All the runners in my family now wear $ONON or Hoka and they are not 20yo we're talking 50s to 60s with a long history of other brands. Very personal & not really valuable. But interesting nonetheless"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1939040291643650366) 2025-06-28 19:16:45 UTC 6590 followers, 2557 engagements "You can see $GOOG is being disrupted. Its advertising sequential growth this year is stronger than last year. And the year before that. Starting with higher value. When AI & LLMs didn't have such importance yet. It's cloud business is not impressive & no one wants their services - no subs. It shows. It really does"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1948115400954175556) 2025-07-23 20:18:00 UTC 6590 followers, 23K engagements "$TMDX closed on Friday trading at 7.8x sales under its historical average siting around 18x. This average was higher due to a tripple digit CAGR until FY24 but H1-25 should be above XX% YoY growth which remains really strong. If you don't have a position why not now"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1944115401299726782) 2025-07-12 19:23:26 UTC 6552 followers, 3989 engagements "$MELI starts to be interesting trading around an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $2290. Alpha vs $SPY at today's price 🟠 My rating: Uptrend - Buy retests or range's lows if average remains below APT. Assumptions. 2Y Revenue CAGR: XX% 5Y Revenue CAGR: XX% Net margin: XXX% Average P/E: x40 Average P/S: x5.5 Value Returned to Shareholders: X% Margin of Error: X% $MELI is the biggest e-comerce in LATAM & one of the biggest e-com platform of the world even when compared to $BABA or $AMZN. It is probably one of the most interesting stock if you"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945149608247935222) 2025-07-15 15:53:00 UTC 6566 followers, 2914 engagements "Here's why $META's management is the best in class and will certainly dominate AI over the next decade. With a refined recruiting process first as Zuck is giving the best arguments on why working at $META is better than anywhere else - besides money. "You have more leverage as a researcher you have more compute . I want the fewest people reporting to me and the most GPUs . Having the most GPUs per researcher is definitely a strategic advantage to attract the best people." Being a researcher at $META is basically a sandbox next to a pool of GPUs just for you with no one else to report to but"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945115634724950251) 2025-07-15 13:38:00 UTC 6590 followers, 1672 engagements "$VG secured yesterday a XX years contract with the SEFE (Germany/Europe) for 0.75M tons per year of LNG for XX years. "Venture Global is expected to become Germanys largest LNG supplier." This certainly has something to do with the ongoing tariffs negotiation as energy purchases from Europe were a big subject. Stock is up double digit pre-market following this new"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1943647460645065118) 2025-07-11 12:24:00 UTC 6582 followers, 4383 engagements "$BABA $BIDU & $TCEHY and up big time pre market because of the new below. Them getting access back to $NVDA's H20 is a really big deal for the sector in China. Those remain the best chip possible to build any AI model. This will considerably boost their business"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945039512532398242) 2025-07-15 08:35:31 UTC 6567 followers, 1827 engagements "$PYPL is launching PayPal World this fall and this is a pretty big news & a huge upgrade in the service quality & reach. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI's Mercado Pago (Latam). Those five platforms cumulate around X billion users Each of their users will then have access to the other payment systems & partnered merchants without needing an account in them or using them. A Mercado Pago user will be able to shop anywhere PayPal"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947966419246674233) 2025-07-23 10:26:00 UTC 6559 followers, XX engagements "New portfolio modification dropped for subscribers just now with some small adjustments on the swing/option portfolio. $GRAB $TMDX $BTBT $DVN The $GRAB trade is potentially really interesting - just sayin'"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947368391116836935) 2025-07-21 18:49:39 UTC 6585 followers, 3327 engagements "$ONON was downgraded from strong buy to outperform by Raymond James with a price target at $XX. So the stock fell from $XX to $XX from the new now offering a XX% performance to reach the analysts' target. Because why not $ONON remains one of the best brand to play the new trends in the sportswear sector to my opinion as we see their shoes & apparels more about everywhere nowadays. A great & growing brand. Now trading at what I could consider a good price even to slowly start a position - surely to accumulate"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947709182758494691) 2025-07-22 17:23:50 UTC 6591 followers, 1407 engagements "@rotiboy1002 @ftr_investors Incorporating other companies' wallets That's pretty cool even locally personally never seen it. Although sure when you take $PYPL & $MELI it's already on a pretty wide scale"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947982829289128021) 2025-07-23 11:31:12 UTC 6581 followers, XX engagements ""Convenience trumps everything" A simple quote which hits an overlooked spot. Many companies made billions focusing on convenience. $NFLX to consume TV & $SPOT for music. $AMZN to buy anything. $UBER to mobility & deliveries. $GRAB will bring the same in Asia & $HIMS will bring it to healthcare. Do not underestimate it nor the companies who try to offer this kind of services"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1944812493806739871) 2025-07-14 17:33:26 UTC 6567 followers, 2394 engagements "$PYPL is launching PayPal World this fall and this is a pretty big news & a great upgrade in the service quality & reach although I remain skeptical on some points. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI's Mercado Pago (Latam). Those five platforms cumulate around X billion users. Each of their users will then have access to the other payment systems & partnered merchants without needing an account in them or using them. A Mercado"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947961407347048927) 2025-07-23 10:06:05 UTC 6560 followers, XXX engagements "4th of July's portfolio update excluding cash & $BTC. Which stock shouldn't be there and which stock is missing Long term holdings. $HIMS $KWEB $TMDX $BABA $PLTR $TSLA $ONON $PYPL $META $NVDA $DUOL Swings. $CAVA $OSCR $VG $NBIS $DVN $JD"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1941146480749715588) 2025-07-04 14:46:00 UTC 6547 followers, 3640 engagements "$CAVA's success won't only rely on its execution but also on the continuation of the healthy trend going around. And it doesn't seem to be slowing. Younger generations increasingly relies on social medias for alimentation with more than XX% of them taking advices from influencers. Combined with the veggie/vegan trend or simply the wish for many to eat better brands like $CAVA can capitalize on this & will as long as it continues. These trends create habits. And those habits take years to change & can even be shared to other members of the family - mostly kids. $CAVA has a long way to go and a"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947320160970321923) 2025-07-21 15:38:00 UTC 6590 followers, XXX engagements "@EntropyCapital7 @amitisinvesting I personally think both of them will happen together although X% rates seems to be a stretch imo. But who knows if Trump fires Powell anything can happen. But a significant market contraction by EOY26 has more than XX% chance of happening imo"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947706494436167743) 2025-07-22 17:13:09 UTC 6564 followers, XX engagements "@TacticzH It's amazing to be capable of being aware what kind of investor you are & what you portfolio is meant to. Took me so long to get there trying to do it all. I'm much more stable now that I know what I want. Undervalued situation"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1948131237865922881) 2025-07-23 21:20:56 UTC 6590 followers, XXX engagements "$ASML Investing Playbook & Quarterly Review. Fundamentals & Quaterly Review. The company released a correct quarter this morning. Revenue growth is stable business is as strong as usual & demand for AI hardware isnt slowing. Nothing to be too concerned about. The market is reacting to the CEO saying that they wont forecast FY26 & cant confirm growth rates. Thats not bearish; thats being conservative. It doesnt give visibility for investors but it doesnt meant there wont be any growth FY26 as some rushed to title their write-ups. Everyone will have their own interpretation on those comments so"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945480932120461454) 2025-07-16 13:49:34 UTC 6587 followers, 4838 engagements "Here's the best way to play the nuclear potential boom. Mining is complex & tied to geopolitics it's impossible to know which companies will win reactors building contracts nor their operation. What do we do know That they will all need refined urnanium. So $LEU & $CCJ"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945120667009212593) 2025-07-15 13:58:00 UTC 6581 followers, 3008 engagements "@soulpowerpaul @amitisinvesting That's also a possibility The market decides the long term rates not the FED. So sure possible"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947917223638487149) 2025-07-23 07:10:31 UTC 6582 followers, XX engagements "$GOOG is dying. Or the market believes. The reality is that search is migrating from our old methods to new ones namely AI services on which $GOOG is in advance compared to many while YouTube & its cloud business are doing wonders. $GOOG is not dying. It will thrive hard"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947349101236129828) 2025-07-21 17:33:00 UTC 6590 followers, 1762 engagements "$UBER is partnering with $BIDU to offer autnomous mobility services in Asia & in the Middle East with Baidu's Apollo Go vehicles. Once again the platform proves that it owns the distribution and that every self-driving providers want to work with them. Distribution. Matters"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945127295234040105) 2025-07-15 14:24:20 UTC 6564 followers, 1845 engagements "$ISRG remains expensive trading XX% above an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $XXX. Alpha vs $SPY at today's price 🔴 My rating: Uptrend - Buy retests or range's lows if average remains below APT. Assumptions. 2Y Revenue CAGR: XX% 5Y Revenue CAGR: XX% Net margin: XX% Average P/E: x60 Average P/S: x15 Value Returned to Shareholders: X% dillution. Margin of Error: X% $ISRG is a leader when it comes to minimal invasive or even more invasive robotic surgery with its Da Vinci system. The company is growing its grasp on the entire market and is"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947979450106183868) 2025-07-23 11:17:47 UTC 6590 followers, 1098 engagements "@prometheus_eq Why $DASH & not $UBER Just because it has a higher valuation The latter seems to be a better comparison fundamentally"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947356562080575535) 2025-07-21 18:02:39 UTC 6534 followers, XX engagements "Market is at all time highs but I still can find some pretty interesting companies to buy or accumulate at today's price. $DUOL below $XXX. $TMDX below $XXX. $KWEB below $XX. $CAVA below $XX. $HIMS below $XX. $PYPL below $XX. And there surely are a few more any insights"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947655950531281278) 2025-07-22 13:52:18 UTC 6590 followers, 7185 engagements "@prometheus_eq Longer runway How so considering the massive AV deployement $UBER is going through"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947346208814506467) 2025-07-21 17:21:30 UTC 6538 followers, XXX engagements "@FTTVYT @SpencerHakimian If you look at the past but the amounts of contracts for American's LNG is growing rapidly & the next decade will be very different. Even so they can't afford it even on the proportion they import from the u.s"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1948031730935644595) 2025-07-23 14:45:31 UTC 6582 followers, XXX engagements "$TSLA opened its Diner in Los Angeles. Planned since 2018 construction started August-23. A classic diner with 250+ sits & XX superchargers some movies merchandises etc. A bit of a cult place around Musk's companies tbh but pretty cool"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947669463177785619) 2025-07-22 14:46:00 UTC 6581 followers, XXX engagements "Not having exposure outside of America right now seems irresponsible. Here is a small selection of regions & stocks I personally look at. Asia - $BABA $SE $GRAB $KWEB. LATAM - $MELI $DLO $NU & energy. What would you add Asia & China are the clear bet to my opinion with a rising consumption & the slow shift from their population towards more services which make life easier - e-com erverything-aps leasure etc. Latam is strongly linked with the $DYX strength as its debt is labelled in dollars. A less strong $DYX means more purchasing power & cheaper access to more debt to finance its"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1938203841276629404) 2025-06-26 11:53:00 UTC 6575 followers, 4610 engagements "$GRAB is starting to move after breaking what appears to be a pretty significant bearish trendline and months of healthy consolidation. Any retests should be a great accumulation/buy based on price action. If you believe in the fundamentals & the valuation. Finally getting some action"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946207312450068960) 2025-07-18 13:55:56 UTC 6567 followers, 1558 engagements "$GRAB is up some X% ah & 3h after I shared with subscribers that I opened a significant option call position on the name. Linked in the post just below. "The $GRAB trade is potentially really interesting - just sayin'." Can't make that up. This pump happens as the company announced a massive redesign of the backend of its application to significantly boost performance and scalability. The news might seem insignificant but boosting performance and user interface will bring more comfort to existing and new users and increase retention and usage. How many times have you quit an application"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947414214408331339) 2025-07-21 21:51:44 UTC 6581 followers, 1593 engagements "@ftr_investors How can they be too late to a party which they are hosting Who else offers a comparable service"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947952283490062795) 2025-07-23 09:29:50 UTC 6587 followers, XXX engagements "I try not to comment on trade deals anymore because it honestly is a waste of time. But damn I can't hold myself. Here are some thoughts on how terrible this Japan deal sounds to me.Around XX% of imports from Japan are vehicles machinery & electronic equipment and the country is known for the very high quality of its products which doesn't come from process or replicable; it comes from Japanese culture of work & perfectionism. Importing those products in the U.S. won't yield the same results. So half a trillion dollars of investment sure but in what & for what Most of those imports will now"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947964195850399969) 2025-07-23 10:17:10 UTC 6590 followers, 1911 engagements "$GRAB is a puzzle for me. Fundamentals are great but is it an opportunity at today's price Why the premium Trading at a much higher forward sales multiple than $UBER while analysts' assumptions give $GRAB an equal or lower growth for the next two years. For their fintech solutions & the assumption that it will boost growth I hesitated to start a trade based on price action - which is perfect and is giving a great retest right now but it seems a bit tough based on valuation at the moment. The company might surprise us but what is the narrative right now which would bring in stronger growth"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947344818243572011) 2025-07-21 17:15:59 UTC 6590 followers, 1822 engagements "Over the last days I closed my $CAVA position & rotated most of the gains towards $VG. I shared the detailed argumentation with subscribers as I always do with my swing positions. $VG is up XX% since on strong fundamental news. And my position more than 35%. Diversification matters in days like today where the market is globally unhappy & giving a pullback while the energy sector continues to rip"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1943703310961131673) 2025-07-11 16:05:56 UTC 6582 followers, 2802 engagements "Here are the stocks I intend to accumulate over the next days/weeks & why. Transmedics $TMDX - The company's fundamentals are rock solid while valuation is far from stretched & my (and others) belief is they'll beat Q2-25 estimations. The stock ran big time YTD and caught a breather nothing to be worried about. Those are the moments we wait for to accumulate sometimes over months. No point shaking now. Duolingo $DUOL - The platform aims to become a central player in the ed-tech market and will bring in the future many more subjects to its app while demand keeps growing. The stock went back up"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946623652834967568) 2025-07-19 17:30:20 UTC 6581 followers, 3510 engagements "The argument of autonomous disruption is fair enough. But its financial business would be valued at much lower multiples than $DASH. I guess an in between of $DASH & $UBER with lower multiples for its financial portion seems fair enough so maybe a bit higher than $UBER's altogether but does it justify buying at today's price"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947358175411187922) 2025-07-21 18:09:03 UTC 6569 followers, XX engagements "$TMDX being incriminated once again by the now famous @ScorpionFund - whos obviously short. I think there is a clear line between valid concerns & intellectual dishonesty. I also think this line was crossed but thats only my opinion. Grok thinks like me. LLMs have lots of problems hallucinations being one of the most problematic but they are great tools to work on your bias & interprete articles or any other kind of papers "the right way" or without bias. Maybe shorts should us it more often"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947652853096415372) 2025-07-22 13:40:00 UTC 6590 followers, 3714 engagements "If we lower the timeframe & look at $BABA's stock in monthly candles the chart is really sexy. Perfect accumulation range breakout & retest with a support on its 50EMA. This screams to go higher"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945120987080474971) 2025-07-15 13:59:16 UTC 6560 followers, 5945 engagements "$KWEB has one of the sexiest chart on the market. I know many want to avoid China but I personally believe that we are given many many signs that its market will start moving. $NVDA's authorisation to sell its H20 in the region is fueling demand for $BABA $BIDU & $TCEHY as the market expects AI & Clouds services to generate comparable growth than in the west. The bull thesis remains the same. And the technicals are really encouraging. Personally already am heavy in Chinese names. We're back at a do or break moment. Let's see"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946206087407194222) 2025-07-18 13:51:04 UTC 6571 followers, 1850 engagements "Yup I agree and that's what lots of the liquidity stored in the MMF is waiting for imo. Or a huge market crash. But even if most of the liquidity of the MMF is waiting for this lots of liquidity from the market will look to capitalize on volatile gains to buy rocks. Might be wrong but I wouldn't be surprised one second"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947693985809473607) 2025-07-22 16:23:27 UTC 6582 followers, XXX engagements "@SpencerHakimian It's not like EU can afford a XX% tariffs on its energy import from the U.S. Just sayin'"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947983487379681774) 2025-07-23 11:33:49 UTC 6590 followers, 7044 engagements "$BTBT is up 15%+ since I shared it with subs. I detailed the speculative trade with fundamentals technicals & a necessary disclaimer as those kind of position have a rational behind but remain really speculative. It can go south real fast. But it didn't in this case 🤝"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945519114480505139) 2025-07-16 16:21:17 UTC 6590 followers, 3588 engagements "Dropped a new portfolio modification write up for subs with positions modifications on the following stocks. $TMDX $CAVA $BTBT And some more comments on $ETH $VG & more. Link's in bio"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1943735575808208929) 2025-07-11 18:14:08 UTC 6578 followers, 2074 engagements "Here is my long term stocks watchlist with my execution plan for each stock. I share & update this list every week with subscribers based on price action. Which stock are you accumulating at the moment $BTC $KWEB $TSM $ASML $NVDA $ANET $AMD $NBIS $TMDX $HIMS $PLTR $GOOG $META $TSLA $DUOL $UBER $GRAB $ADBE $ONON $BABA $CAVA $SE $NFLX $HOOD $PYPL $SHOP"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1944432068965835140) 2025-07-13 16:21:45 UTC 6547 followers, 4323 engagements "@theShedsLars Yup not surprising. But I wouldn't worry too much about this not for long term positions"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947676691448398299) 2025-07-22 15:14:43 UTC 6584 followers, XX engagements "You have to explain me how they are not more expensive to produce locally while materials to build a car & imports are all affected by tariffs hence rising the cost of most materials necessary to produce a cars. They are more expensive to produce. The question is: are they as more expensive to produce locally than to import post tariffs That's left to be seen but we won't know before months for time to shift production locally. But if the U.S. has to produce raw material locally it will also be more expensive as if it wasn't it would have been done before already"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947982626364543488) 2025-07-23 11:30:24 UTC 6574 followers, XX engagements "@AlfredJ09761007 @Kross_Roads @Mr_Derivatives Adobe's Firefly is clearly not late on generation & photoshop/lightroom also have very easy AI tools integrated much better than LLMs can do"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947022214303261028) 2025-07-20 19:54:04 UTC 6537 followers, XX engagements "@smallmidcaps Printing is even more popular. They're using all the popular solutions lately. Doesn't mean it works though ecnomically speaking. In term of investing Loving it"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1948030528663298445) 2025-07-23 14:40:45 UTC 6579 followers, XX engagements "$ASML management with valuable data for investors. "we see an opportunity to achieve 2030 annual revenue between approximately XX billion and XX billion" Thanks for nothing"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1945427623003222349) 2025-07-16 10:17:44 UTC 6590 followers, 13K engagements "@Kross_Roads @Mr_Derivatives Saying $ADBE is being disrupted is like saying $GOOG is being disrupted"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946975315277857207) 2025-07-20 16:47:42 UTC 6538 followers, XXX engagements "@amitisinvesting I continue to believe lowering rates is just not good for the stock market as it'll open new opportunities for liquidity to rotate out of stocks. With the $SPY at ATH and rates dropped drastically it'll reignite a housing market & no one around here wants that"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947684983994454494) 2025-07-22 15:47:41 UTC 6590 followers, 8362 engagements "Taking some profits on $ETH here. I was in before everyone started to talk about it both in spot & leveraged. I now closed my leveraged position with tripple digit returns & am closing XX% or so of my spot position. We're reaching a huge profit-taking zone after 70%+ returns in a month. Those aren't the kind of resistance that are broken & never retested so even if we print a new ATH we'll have a breather to potentially reopen a leveraged position. Everyone will tell you we're going to the moon & the disruption of traditional finance is starting. Might be but even if nothing runs to the sky"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1946979279281033371) 2025-07-20 17:03:27 UTC 6546 followers, 1694 engagements "$ENPH might finally be stabilizing. The company reported shipping 1.53M microinverters & XXXXX MWh of IQ batteries printing a flat sequential quarter but a second YoY growth for its microinverter business & a new reccord deliveries for batteries. Is this the bottom"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1947752713611317254) 2025-07-22 20:16:49 UTC 6590 followers, 5172 engagements "$NKE is a waste of capital. This seems a bit harsh but is a hard truth. It isn't worth liquidity atm. The brand has a clear lack of demand while the sector is healthy with $ONON & $DECK's Hoka growing all over the world. Yes it's easier to grow when you are small. But investing is about returns & returns happen with growth or operating leverage. $NKE has none so don't expect returns. Buying $NKE right now is buying the hope of a reversal based on personal convictions not data. It might happen. It might take years. It might also never work out. Thing is as of today you simply cannot know. The"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1938560692614778942) 2025-06-27 11:31:00 UTC 6590 followers, 2699 engagements "$VG continues to be punished by the market. Hard to be sure of why as all recent fundamental news are really bullish & confirms multi years - sometimes decades contracts worth millions. But the trade war is not helping as most contracts come from Europe & no trade deals were reached while the old continent just said they would apply XX% tariffs on U.S. imports if no deal was made by August. I don't think most liquidity realizes that Europe cannot afford a XX% tariff on energy as the U.S. & LNG is the new short-term energy strategy of the continent which can't afford such taxes. If tariffs are"  [@WealthyReadings](/creator/x/WealthyReadings) on [X](/post/tweet/1948028672067223591) 2025-07-23 14:33:22 UTC 6590 followers, XXX engagements
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@WealthyReadings WealthyReadings
WealthyReadings posts on X about $tmdx, $uber, $cava, $pypl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +1.40%
- X Month XXXXXXX +7.90%
- X Months XXXXXXXXX +124%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XXX +3.60%
- X Month XXX +37%
- X Months XXXXX +79%
- X Year XXXXX +26%
Followers: XXXXX #
- X Week XXXXX +1.50%
- X Month XXXXX +6.30%
- X Months XXXXX +42%
- X Year XXXXX +96%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5483 finance XXXXX% technology brands XXXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% fashion brands XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence $tmdx #6, $uber 6.8%, $cava 5.44%, $pypl #770, pypl #100, china 4.76%, $baba 4.76%, stocks 4.76%, $grab 4.76%, $meli XXXX%
Top accounts mentioned or mentioned by @couchinvestor @manthantweets1 @amitisinvesting @smallmidcaps @karczektrader @fi_wagz @entropycapital7 @tacticzh @prometheus_eq @couch_investor @capitalismworld @fiwagz @rotiboy1002 @ftrinvestors @soulpowerpaul @prometheuseq @fttvyt @spencerhakimian @theshedslars @alfredj09761007
Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) Uber Technologies, Inc. (UBER) CAVA Group, Inc. (CAVA) PayPal Holdings Inc (PYPL) Alibaba Group (BABA) Grab Holdings Limited Class A Ordinary Shares (GRAB) MercadoLibre Inc (MELI) On Holding AG (ONON) Vonage Holdings Corporation (VG) Duolingo, Inc. Class A Common Stock (DUOL) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Metadium (META) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Bit Digital, Inc. (BTBT) Adobe, Inc. (ADBE) Palantir (PLTR) Nebius Group N.V. Class A Ordinary Shares (NBIS) SPDR S&P XXX ETF Trust (SPY) Devon Energy Corp (DVN) Sea Limited (SE) Intuitive Surgical, Inc. (ISRG) Enphase Energy Inc (ENPH) Oscar Health, Inc. (OSCR) Nike Inc (NKE) Netflix Inc (NFLX) Bitcoin (BTC) Dash (DASH) NuCypher (NU) DLocal Limited Class A Common Shares (DLO) Ethereum (ETH) Airbnb Inc (ABNB) Palo Alto Networks Inc (PANW) Deckers Outdoor, Corp. (DECK) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN)
Top Social Posts #
Top posts by engagements in the last XX hours
"35 days ago I shared with subscribers my swing plan on $CAVA. I closed the position today for a XXX% gain. "In brief strong fundamentals frequentation & demand for their products very correct growth strong financials & profitability and like often a stock beaten by the market as it was clearly overvalued bringing us back on more reasonable - although not cheap prices with a very encouraging price action. The plan is really clear; breaking the local bottom would invalidate the trade while the target is simply to go back to the last high around $XXX. The position will be closed on the first one"
@WealthyReadings on X 2025-07-10 15:51:56 UTC 6583 followers, 1848 engagements
"I could argue that $ADBE still has its marketing/data analysis & PDF tool which AI is not dirupting. I'm not going to look at the exact proportion of each etc but I really think the comparison is doable. Firefly is better than any LLM to generate images. I really don't see the disruption for any of them. As for buying shares that's another subject But fundamentally. I really don't see any disruption" @WealthyReadings on X 2025-07-20 18:17:17 UTC 6538 followers, XXX engagements
"$PYPL is launching PayPal World this fall a pretty big news & a great upgrade in the service quality & reach although I remain skeptical on some points. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI Mercado Pago (Latam). Those five platforms cumulate around X billion users. Each of their users will have access to the other payment systems & partnered merchants without the need to have accounts in them. A Mercado Pago user will be able to" @WealthyReadings on X 2025-07-23 10:51:53 UTC 6590 followers, 1307 engagements
"$ISRG Investing Playbook & Quarterly Review Everything you need to know about $ISRG quarter fundamentally financially and what it means in terms of investment opportunity. Fundamentals & Financial Review. The company continues to grow its platform base with really stable growth in terms of volume - hence decelerating growth but not an issue at all and a constant increase in usage with around 770000 procedures realized using Da Vinci systems. More systems installed equals more usage hence more revenues from the systems themselves but also the accessories. And more to come as the company" @WealthyReadings on X 2025-07-23 11:26:06 UTC 6590 followers, 1625 engagements
"I struggle to see that happening it's not just about adding or deleting things on images but about modifying lights color & grades. Not something you can do by text base. And that's maybe true for some use cases on Photoshop but what about lightroom then FX after effect or premire. Not usable in text base either - not professionally. Curious to see how things evolve But my convictions remain that $ADBE is value not trap. Needs time to prove it is all" @WealthyReadings on X 2025-07-20 18:29:01 UTC 6538 followers, XXX engagements
"@FI_Wagz Ahah that's not on my plans at all to be fair. But I have some things planned for when I launch the paywall to have conversations & live stream potentially so that's the kind of things which could be adressed there Eventually ahah. Only ideas for now let's see" @WealthyReadings on X 2025-07-20 20:18:05 UTC 6538 followers, XX engagements
"$ENPH Investing Playbook & Quarterly Review. Everything you need to know about $ENPH quarter fundamentally financially & what it means in terms of investment opportunity. Fundamentals & Financial Review. Closing on tough quarters for $ENPH both due to a slowing business due to inflation & interest rates but also unfavorable policy environment with Trump's election. Yet fundamentals seem to finally be stabilizing with the highest ever battery capacity delivered in a quarter. And a stabilization in semi-investors which points to a potential bottom in terms of demand but isn't enough to turn" @WealthyReadings on X 2025-07-23 10:45:19 UTC 6590 followers, 2005 engagements
"$DUOL is back to a corect price to start a position or accumulate. XX% CAGR expected for the next 2Y. XX% Pre-tax margins & expanding. Solid balance sheet. Fundamentals are strong if you consider learning to be important - languages & everything later on. What's not to like" @WealthyReadings on X 2025-07-08 15:49:57 UTC 6577 followers, 9574 engagements
"$MELI deserved its write-up. It's done. I detail the company but also the continent as $MELI's success is tight to its region's success. I explain why what data to look at & why the lights are slowly turning green. Everything you need is here👇" @WealthyReadings on X 2025-07-18 22:15:38 UTC 6554 followers, 1255 engagements
"I went over my entire watchlist's price action this week-end and here are the four best setup I could find. $OSCR's actual retest due to competition's earnings. $UBER's retest as the market realises it owns distribution. $SE's actual (perfect) retest. $VG's actual volatility. I own the four of them and all are still buyable to my opinion except for $UBER which gave the opportunity but already took off not unlike $CAVA. Those five are the names I'll look at the most this week" @WealthyReadings on X 2025-07-06 17:50:47 UTC 6578 followers, 2241 engagements
"This is $GRAB's bull thesis. As buying power rises around the world households have more to spend on comfort. You don't need food delivered at your door. But it's comfortable. $UBER proved the concept in riche countries. Why would it be any different in the rest of the world" @WealthyReadings on X 2025-07-14 15:22:00 UTC 6582 followers, 6878 engagements
"Friendly reminder that you can find valuable content to improve your investing & unlock above-average returns just below. I leverage macro fundamentals & PA to maximize returns & focus solely on them & share the process transparently. Weekends are great to catch up So do it $PLTR $HIMS $NBIS $TMDX $ONON $GOOG $UBER $TSLA $BABA $DUOL $TSLA $ABNB $CAVA $OSCR $VG $PYPL $META $GOOG $NVDA $PANW $ANET $BTC $ETH $SOL & many more" @WealthyReadings on X 2025-07-20 14:03:42 UTC 6552 followers, 1823 engagements
"Ladies & gentlemen after months of optimism & green candles followed by weeks of pain & disillusionment. $TMDX gap finally closed. Might spend some time building volume in the region - hopefully so I can fill my aggressive position but I continue to believe that this is only a healthy slowdown and that the "fundamental risks" published over the last months are largely overblown. Detailed here. & here. Some more weeks of consolidation would be welcome" @WealthyReadings on X 2025-07-22 15:08:58 UTC 6590 followers, 3155 engagements
"Some personal experience on $NKE $ONON & $DECK. Since I moved to Portugal I've seen this very store evolve. From a full $NKE & Adidas to few choices of $ONON & Hoka. To XX% $ONON XX% Hoka & some $NKE/Adidas. All the runners in my family now wear $ONON or Hoka and they are not 20yo we're talking 50s to 60s with a long history of other brands. Very personal & not really valuable. But interesting nonetheless" @WealthyReadings on X 2025-06-28 19:16:45 UTC 6590 followers, 2557 engagements
"You can see $GOOG is being disrupted. Its advertising sequential growth this year is stronger than last year. And the year before that. Starting with higher value. When AI & LLMs didn't have such importance yet. It's cloud business is not impressive & no one wants their services - no subs. It shows. It really does" @WealthyReadings on X 2025-07-23 20:18:00 UTC 6590 followers, 23K engagements
"$TMDX closed on Friday trading at 7.8x sales under its historical average siting around 18x. This average was higher due to a tripple digit CAGR until FY24 but H1-25 should be above XX% YoY growth which remains really strong. If you don't have a position why not now" @WealthyReadings on X 2025-07-12 19:23:26 UTC 6552 followers, 3989 engagements
"$MELI starts to be interesting trading around an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $2290. Alpha vs $SPY at today's price 🟠 My rating: Uptrend - Buy retests or range's lows if average remains below APT. Assumptions. 2Y Revenue CAGR: XX% 5Y Revenue CAGR: XX% Net margin: XXX% Average P/E: x40 Average P/S: x5.5 Value Returned to Shareholders: X% Margin of Error: X% $MELI is the biggest e-comerce in LATAM & one of the biggest e-com platform of the world even when compared to $BABA or $AMZN. It is probably one of the most interesting stock if you" @WealthyReadings on X 2025-07-15 15:53:00 UTC 6566 followers, 2914 engagements
"Here's why $META's management is the best in class and will certainly dominate AI over the next decade. With a refined recruiting process first as Zuck is giving the best arguments on why working at $META is better than anywhere else - besides money. "You have more leverage as a researcher you have more compute . I want the fewest people reporting to me and the most GPUs . Having the most GPUs per researcher is definitely a strategic advantage to attract the best people." Being a researcher at $META is basically a sandbox next to a pool of GPUs just for you with no one else to report to but" @WealthyReadings on X 2025-07-15 13:38:00 UTC 6590 followers, 1672 engagements
"$VG secured yesterday a XX years contract with the SEFE (Germany/Europe) for 0.75M tons per year of LNG for XX years. "Venture Global is expected to become Germanys largest LNG supplier." This certainly has something to do with the ongoing tariffs negotiation as energy purchases from Europe were a big subject. Stock is up double digit pre-market following this new" @WealthyReadings on X 2025-07-11 12:24:00 UTC 6582 followers, 4383 engagements
"$BABA $BIDU & $TCEHY and up big time pre market because of the new below. Them getting access back to $NVDA's H20 is a really big deal for the sector in China. Those remain the best chip possible to build any AI model. This will considerably boost their business" @WealthyReadings on X 2025-07-15 08:35:31 UTC 6567 followers, 1827 engagements
"$PYPL is launching PayPal World this fall and this is a pretty big news & a huge upgrade in the service quality & reach. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI's Mercado Pago (Latam). Those five platforms cumulate around X billion users Each of their users will then have access to the other payment systems & partnered merchants without needing an account in them or using them. A Mercado Pago user will be able to shop anywhere PayPal" @WealthyReadings on X 2025-07-23 10:26:00 UTC 6559 followers, XX engagements
"New portfolio modification dropped for subscribers just now with some small adjustments on the swing/option portfolio. $GRAB $TMDX $BTBT $DVN The $GRAB trade is potentially really interesting - just sayin'" @WealthyReadings on X 2025-07-21 18:49:39 UTC 6585 followers, 3327 engagements
"$ONON was downgraded from strong buy to outperform by Raymond James with a price target at $XX. So the stock fell from $XX to $XX from the new now offering a XX% performance to reach the analysts' target. Because why not $ONON remains one of the best brand to play the new trends in the sportswear sector to my opinion as we see their shoes & apparels more about everywhere nowadays. A great & growing brand. Now trading at what I could consider a good price even to slowly start a position - surely to accumulate" @WealthyReadings on X 2025-07-22 17:23:50 UTC 6591 followers, 1407 engagements
"@rotiboy1002 @ftr_investors Incorporating other companies' wallets That's pretty cool even locally personally never seen it. Although sure when you take $PYPL & $MELI it's already on a pretty wide scale" @WealthyReadings on X 2025-07-23 11:31:12 UTC 6581 followers, XX engagements
""Convenience trumps everything" A simple quote which hits an overlooked spot. Many companies made billions focusing on convenience. $NFLX to consume TV & $SPOT for music. $AMZN to buy anything. $UBER to mobility & deliveries. $GRAB will bring the same in Asia & $HIMS will bring it to healthcare. Do not underestimate it nor the companies who try to offer this kind of services" @WealthyReadings on X 2025-07-14 17:33:26 UTC 6567 followers, 2394 engagements
"$PYPL is launching PayPal World this fall and this is a pretty big news & a great upgrade in the service quality & reach although I remain skeptical on some points. From this fall PayPal World will be a new platform interconnecting different payment systems - PayPal & Venmo (U.S. & Europe) NPCI International Payments Limited (India) Tenpay Global (China) & $MELI's Mercado Pago (Latam). Those five platforms cumulate around X billion users. Each of their users will then have access to the other payment systems & partnered merchants without needing an account in them or using them. A Mercado" @WealthyReadings on X 2025-07-23 10:06:05 UTC 6560 followers, XXX engagements
"4th of July's portfolio update excluding cash & $BTC. Which stock shouldn't be there and which stock is missing Long term holdings. $HIMS $KWEB $TMDX $BABA $PLTR $TSLA $ONON $PYPL $META $NVDA $DUOL Swings. $CAVA $OSCR $VG $NBIS $DVN $JD" @WealthyReadings on X 2025-07-04 14:46:00 UTC 6547 followers, 3640 engagements
"$CAVA's success won't only rely on its execution but also on the continuation of the healthy trend going around. And it doesn't seem to be slowing. Younger generations increasingly relies on social medias for alimentation with more than XX% of them taking advices from influencers. Combined with the veggie/vegan trend or simply the wish for many to eat better brands like $CAVA can capitalize on this & will as long as it continues. These trends create habits. And those habits take years to change & can even be shared to other members of the family - mostly kids. $CAVA has a long way to go and a" @WealthyReadings on X 2025-07-21 15:38:00 UTC 6590 followers, XXX engagements
"@EntropyCapital7 @amitisinvesting I personally think both of them will happen together although X% rates seems to be a stretch imo. But who knows if Trump fires Powell anything can happen. But a significant market contraction by EOY26 has more than XX% chance of happening imo" @WealthyReadings on X 2025-07-22 17:13:09 UTC 6564 followers, XX engagements
"@TacticzH It's amazing to be capable of being aware what kind of investor you are & what you portfolio is meant to. Took me so long to get there trying to do it all. I'm much more stable now that I know what I want. Undervalued situation" @WealthyReadings on X 2025-07-23 21:20:56 UTC 6590 followers, XXX engagements
"$ASML Investing Playbook & Quarterly Review. Fundamentals & Quaterly Review. The company released a correct quarter this morning. Revenue growth is stable business is as strong as usual & demand for AI hardware isnt slowing. Nothing to be too concerned about. The market is reacting to the CEO saying that they wont forecast FY26 & cant confirm growth rates. Thats not bearish; thats being conservative. It doesnt give visibility for investors but it doesnt meant there wont be any growth FY26 as some rushed to title their write-ups. Everyone will have their own interpretation on those comments so" @WealthyReadings on X 2025-07-16 13:49:34 UTC 6587 followers, 4838 engagements
"Here's the best way to play the nuclear potential boom. Mining is complex & tied to geopolitics it's impossible to know which companies will win reactors building contracts nor their operation. What do we do know That they will all need refined urnanium. So $LEU & $CCJ" @WealthyReadings on X 2025-07-15 13:58:00 UTC 6581 followers, 3008 engagements
"@soulpowerpaul @amitisinvesting That's also a possibility The market decides the long term rates not the FED. So sure possible" @WealthyReadings on X 2025-07-23 07:10:31 UTC 6582 followers, XX engagements
"$GOOG is dying. Or the market believes. The reality is that search is migrating from our old methods to new ones namely AI services on which $GOOG is in advance compared to many while YouTube & its cloud business are doing wonders. $GOOG is not dying. It will thrive hard" @WealthyReadings on X 2025-07-21 17:33:00 UTC 6590 followers, 1762 engagements
"$UBER is partnering with $BIDU to offer autnomous mobility services in Asia & in the Middle East with Baidu's Apollo Go vehicles. Once again the platform proves that it owns the distribution and that every self-driving providers want to work with them. Distribution. Matters" @WealthyReadings on X 2025-07-15 14:24:20 UTC 6564 followers, 1845 engagements
"$ISRG remains expensive trading XX% above an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $XXX. Alpha vs $SPY at today's price 🔴 My rating: Uptrend - Buy retests or range's lows if average remains below APT. Assumptions. 2Y Revenue CAGR: XX% 5Y Revenue CAGR: XX% Net margin: XX% Average P/E: x60 Average P/S: x15 Value Returned to Shareholders: X% dillution. Margin of Error: X% $ISRG is a leader when it comes to minimal invasive or even more invasive robotic surgery with its Da Vinci system. The company is growing its grasp on the entire market and is" @WealthyReadings on X 2025-07-23 11:17:47 UTC 6590 followers, 1098 engagements
"@prometheus_eq Why $DASH & not $UBER Just because it has a higher valuation The latter seems to be a better comparison fundamentally" @WealthyReadings on X 2025-07-21 18:02:39 UTC 6534 followers, XX engagements
"Market is at all time highs but I still can find some pretty interesting companies to buy or accumulate at today's price. $DUOL below $XXX. $TMDX below $XXX. $KWEB below $XX. $CAVA below $XX. $HIMS below $XX. $PYPL below $XX. And there surely are a few more any insights" @WealthyReadings on X 2025-07-22 13:52:18 UTC 6590 followers, 7185 engagements
"@prometheus_eq Longer runway How so considering the massive AV deployement $UBER is going through" @WealthyReadings on X 2025-07-21 17:21:30 UTC 6538 followers, XXX engagements
"@FTTVYT @SpencerHakimian If you look at the past but the amounts of contracts for American's LNG is growing rapidly & the next decade will be very different. Even so they can't afford it even on the proportion they import from the u.s" @WealthyReadings on X 2025-07-23 14:45:31 UTC 6582 followers, XXX engagements
"$TSLA opened its Diner in Los Angeles. Planned since 2018 construction started August-23. A classic diner with 250+ sits & XX superchargers some movies merchandises etc. A bit of a cult place around Musk's companies tbh but pretty cool" @WealthyReadings on X 2025-07-22 14:46:00 UTC 6581 followers, XXX engagements
"Not having exposure outside of America right now seems irresponsible. Here is a small selection of regions & stocks I personally look at. Asia - $BABA $SE $GRAB $KWEB. LATAM - $MELI $DLO $NU & energy. What would you add Asia & China are the clear bet to my opinion with a rising consumption & the slow shift from their population towards more services which make life easier - e-com erverything-aps leasure etc. Latam is strongly linked with the $DYX strength as its debt is labelled in dollars. A less strong $DYX means more purchasing power & cheaper access to more debt to finance its" @WealthyReadings on X 2025-06-26 11:53:00 UTC 6575 followers, 4610 engagements
"$GRAB is starting to move after breaking what appears to be a pretty significant bearish trendline and months of healthy consolidation. Any retests should be a great accumulation/buy based on price action. If you believe in the fundamentals & the valuation. Finally getting some action" @WealthyReadings on X 2025-07-18 13:55:56 UTC 6567 followers, 1558 engagements
"$GRAB is up some X% ah & 3h after I shared with subscribers that I opened a significant option call position on the name. Linked in the post just below. "The $GRAB trade is potentially really interesting - just sayin'." Can't make that up. This pump happens as the company announced a massive redesign of the backend of its application to significantly boost performance and scalability. The news might seem insignificant but boosting performance and user interface will bring more comfort to existing and new users and increase retention and usage. How many times have you quit an application" @WealthyReadings on X 2025-07-21 21:51:44 UTC 6581 followers, 1593 engagements
"@ftr_investors How can they be too late to a party which they are hosting Who else offers a comparable service" @WealthyReadings on X 2025-07-23 09:29:50 UTC 6587 followers, XXX engagements
"I try not to comment on trade deals anymore because it honestly is a waste of time. But damn I can't hold myself. Here are some thoughts on how terrible this Japan deal sounds to me.Around XX% of imports from Japan are vehicles machinery & electronic equipment and the country is known for the very high quality of its products which doesn't come from process or replicable; it comes from Japanese culture of work & perfectionism. Importing those products in the U.S. won't yield the same results. So half a trillion dollars of investment sure but in what & for what Most of those imports will now" @WealthyReadings on X 2025-07-23 10:17:10 UTC 6590 followers, 1911 engagements
"$GRAB is a puzzle for me. Fundamentals are great but is it an opportunity at today's price Why the premium Trading at a much higher forward sales multiple than $UBER while analysts' assumptions give $GRAB an equal or lower growth for the next two years. For their fintech solutions & the assumption that it will boost growth I hesitated to start a trade based on price action - which is perfect and is giving a great retest right now but it seems a bit tough based on valuation at the moment. The company might surprise us but what is the narrative right now which would bring in stronger growth" @WealthyReadings on X 2025-07-21 17:15:59 UTC 6590 followers, 1822 engagements
"Over the last days I closed my $CAVA position & rotated most of the gains towards $VG. I shared the detailed argumentation with subscribers as I always do with my swing positions. $VG is up XX% since on strong fundamental news. And my position more than 35%. Diversification matters in days like today where the market is globally unhappy & giving a pullback while the energy sector continues to rip" @WealthyReadings on X 2025-07-11 16:05:56 UTC 6582 followers, 2802 engagements
"Here are the stocks I intend to accumulate over the next days/weeks & why. Transmedics $TMDX - The company's fundamentals are rock solid while valuation is far from stretched & my (and others) belief is they'll beat Q2-25 estimations. The stock ran big time YTD and caught a breather nothing to be worried about. Those are the moments we wait for to accumulate sometimes over months. No point shaking now. Duolingo $DUOL - The platform aims to become a central player in the ed-tech market and will bring in the future many more subjects to its app while demand keeps growing. The stock went back up" @WealthyReadings on X 2025-07-19 17:30:20 UTC 6581 followers, 3510 engagements
"The argument of autonomous disruption is fair enough. But its financial business would be valued at much lower multiples than $DASH. I guess an in between of $DASH & $UBER with lower multiples for its financial portion seems fair enough so maybe a bit higher than $UBER's altogether but does it justify buying at today's price" @WealthyReadings on X 2025-07-21 18:09:03 UTC 6569 followers, XX engagements
"$TMDX being incriminated once again by the now famous @ScorpionFund - whos obviously short. I think there is a clear line between valid concerns & intellectual dishonesty. I also think this line was crossed but thats only my opinion. Grok thinks like me. LLMs have lots of problems hallucinations being one of the most problematic but they are great tools to work on your bias & interprete articles or any other kind of papers "the right way" or without bias. Maybe shorts should us it more often" @WealthyReadings on X 2025-07-22 13:40:00 UTC 6590 followers, 3714 engagements
"If we lower the timeframe & look at $BABA's stock in monthly candles the chart is really sexy. Perfect accumulation range breakout & retest with a support on its 50EMA. This screams to go higher" @WealthyReadings on X 2025-07-15 13:59:16 UTC 6560 followers, 5945 engagements
"$KWEB has one of the sexiest chart on the market. I know many want to avoid China but I personally believe that we are given many many signs that its market will start moving. $NVDA's authorisation to sell its H20 in the region is fueling demand for $BABA $BIDU & $TCEHY as the market expects AI & Clouds services to generate comparable growth than in the west. The bull thesis remains the same. And the technicals are really encouraging. Personally already am heavy in Chinese names. We're back at a do or break moment. Let's see" @WealthyReadings on X 2025-07-18 13:51:04 UTC 6571 followers, 1850 engagements
"Yup I agree and that's what lots of the liquidity stored in the MMF is waiting for imo. Or a huge market crash. But even if most of the liquidity of the MMF is waiting for this lots of liquidity from the market will look to capitalize on volatile gains to buy rocks. Might be wrong but I wouldn't be surprised one second" @WealthyReadings on X 2025-07-22 16:23:27 UTC 6582 followers, XXX engagements
"@SpencerHakimian It's not like EU can afford a XX% tariffs on its energy import from the U.S. Just sayin'" @WealthyReadings on X 2025-07-23 11:33:49 UTC 6590 followers, 7044 engagements
"$BTBT is up 15%+ since I shared it with subs. I detailed the speculative trade with fundamentals technicals & a necessary disclaimer as those kind of position have a rational behind but remain really speculative. It can go south real fast. But it didn't in this case 🤝" @WealthyReadings on X 2025-07-16 16:21:17 UTC 6590 followers, 3588 engagements
"Dropped a new portfolio modification write up for subs with positions modifications on the following stocks. $TMDX $CAVA $BTBT And some more comments on $ETH $VG & more. Link's in bio" @WealthyReadings on X 2025-07-11 18:14:08 UTC 6578 followers, 2074 engagements
"Here is my long term stocks watchlist with my execution plan for each stock. I share & update this list every week with subscribers based on price action. Which stock are you accumulating at the moment $BTC $KWEB $TSM $ASML $NVDA $ANET $AMD $NBIS $TMDX $HIMS $PLTR $GOOG $META $TSLA $DUOL $UBER $GRAB $ADBE $ONON $BABA $CAVA $SE $NFLX $HOOD $PYPL $SHOP" @WealthyReadings on X 2025-07-13 16:21:45 UTC 6547 followers, 4323 engagements
"@theShedsLars Yup not surprising. But I wouldn't worry too much about this not for long term positions" @WealthyReadings on X 2025-07-22 15:14:43 UTC 6584 followers, XX engagements
"You have to explain me how they are not more expensive to produce locally while materials to build a car & imports are all affected by tariffs hence rising the cost of most materials necessary to produce a cars. They are more expensive to produce. The question is: are they as more expensive to produce locally than to import post tariffs That's left to be seen but we won't know before months for time to shift production locally. But if the U.S. has to produce raw material locally it will also be more expensive as if it wasn't it would have been done before already" @WealthyReadings on X 2025-07-23 11:30:24 UTC 6574 followers, XX engagements
"@AlfredJ09761007 @Kross_Roads @Mr_Derivatives Adobe's Firefly is clearly not late on generation & photoshop/lightroom also have very easy AI tools integrated much better than LLMs can do" @WealthyReadings on X 2025-07-20 19:54:04 UTC 6537 followers, XX engagements
"@smallmidcaps Printing is even more popular. They're using all the popular solutions lately. Doesn't mean it works though ecnomically speaking. In term of investing Loving it" @WealthyReadings on X 2025-07-23 14:40:45 UTC 6579 followers, XX engagements
"$ASML management with valuable data for investors. "we see an opportunity to achieve 2030 annual revenue between approximately XX billion and XX billion" Thanks for nothing" @WealthyReadings on X 2025-07-16 10:17:44 UTC 6590 followers, 13K engagements
"@Kross_Roads @Mr_Derivatives Saying $ADBE is being disrupted is like saying $GOOG is being disrupted" @WealthyReadings on X 2025-07-20 16:47:42 UTC 6538 followers, XXX engagements
"@amitisinvesting I continue to believe lowering rates is just not good for the stock market as it'll open new opportunities for liquidity to rotate out of stocks. With the $SPY at ATH and rates dropped drastically it'll reignite a housing market & no one around here wants that" @WealthyReadings on X 2025-07-22 15:47:41 UTC 6590 followers, 8362 engagements
"Taking some profits on $ETH here. I was in before everyone started to talk about it both in spot & leveraged. I now closed my leveraged position with tripple digit returns & am closing XX% or so of my spot position. We're reaching a huge profit-taking zone after 70%+ returns in a month. Those aren't the kind of resistance that are broken & never retested so even if we print a new ATH we'll have a breather to potentially reopen a leveraged position. Everyone will tell you we're going to the moon & the disruption of traditional finance is starting. Might be but even if nothing runs to the sky" @WealthyReadings on X 2025-07-20 17:03:27 UTC 6546 followers, 1694 engagements
"$ENPH might finally be stabilizing. The company reported shipping 1.53M microinverters & XXXXX MWh of IQ batteries printing a flat sequential quarter but a second YoY growth for its microinverter business & a new reccord deliveries for batteries. Is this the bottom" @WealthyReadings on X 2025-07-22 20:16:49 UTC 6590 followers, 5172 engagements
"$NKE is a waste of capital. This seems a bit harsh but is a hard truth. It isn't worth liquidity atm. The brand has a clear lack of demand while the sector is healthy with $ONON & $DECK's Hoka growing all over the world. Yes it's easier to grow when you are small. But investing is about returns & returns happen with growth or operating leverage. $NKE has none so don't expect returns. Buying $NKE right now is buying the hope of a reversal based on personal convictions not data. It might happen. It might take years. It might also never work out. Thing is as of today you simply cannot know. The" @WealthyReadings on X 2025-06-27 11:31:00 UTC 6590 followers, 2699 engagements
"$VG continues to be punished by the market. Hard to be sure of why as all recent fundamental news are really bullish & confirms multi years - sometimes decades contracts worth millions. But the trade war is not helping as most contracts come from Europe & no trade deals were reached while the old continent just said they would apply XX% tariffs on U.S. imports if no deal was made by August. I don't think most liquidity realizes that Europe cannot afford a XX% tariff on energy as the U.S. & LNG is the new short-term energy strategy of the continent which can't afford such taxes. If tariffs are" @WealthyReadings on X 2025-07-23 14:33:22 UTC 6590 followers, XXX engagements