[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 $pypl, $tmdx, over the, $baba the most. They currently have XXXXX followers and 4106 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1673604674392412160/interactions)  - X Week XXXXXX +0.83% - X Month XXXXXXX +39% - X Months XXXXXXXXX +40% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1673604674392412160/posts_active)  - X Week XX -XX% - X Month XXX +14% - X Months XXX -XXXX% - X Year XXXXX +18% ### Followers: XXXXX [#](/creator/twitter::1673604674392412160/followers)  - X Week XXXXX +0.75% - X Month XXXXX +16% - X Months XXXXX +55% - X Year XXXXX +96% ### CreatorRank: XXXXXXX [#](/creator/twitter::1673604674392412160/influencer_rank)  ### Social Influence [#](/creator/twitter::1673604674392412160/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [countries](/list/countries) **Social topic influence** [$pypl](/topic/$pypl) #1532, [$tmdx](/topic/$tmdx) #39, [over the](/topic/over-the) #2817, [$baba](/topic/$baba) #126, [baba](/topic/baba), [open ai](/topic/open-ai), [$meli](/topic/$meli) #15, [meta](/topic/meta), [$duol](/topic/$duol) #200, [take the](/topic/take-the) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Alibaba Group (BABA)](/topic/$baba) [MercadoLibre Inc (MELI)](/topic/$meli) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Advanced Micro Devices (AMD)](/topic/$amd) [Sea Limited (SE)](/topic/$se) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Goldman Sachs (GS)](/topic/goldman-sachs) [RAI Finance (SOFI)](/topic/$sofi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Ethereum (ETH)](/topic/$eth) [On Holding AG (ONON)](/topic/$onon) [Morgan Stanley (MS)](/topic/morgan-stanley) [69Coin (69)](/topic/$69) [UBS Group AG (UBS)](/topic/$ubs) [Oracle Corporation (ORCL)](/topic/$orcl) [Arista Networks Inc (ANET)](/topic/$anet) [Palantir (PLTR)](/topic/$pltr) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Decentral Games (DG)](/topic/$dg) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [Innovative Solutions & Support (ISSC)](/topic/$issc) ### Top Social Posts [#](/creator/twitter::1673604674392412160/posts) --- Top posts by engagements in the last XX hours "$AMD hot take 🔥 The deal with OpenAI is made out of weakness not strength. Management kowns they aren't taking shares so they went to OpenAI to use their influence to push their products within datacenters. It's marketing. OpenAI will do it because of the XX% equity which will allow them to withdraw liquidity from a deal which didn't cost them much - more than they commitment in GPUs as the contract doens't specify that they have to be the sole buyers for the 6GW. OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with" [X Link](https://x.com/WealthyReadings/status/1977776846893900264) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T16:42Z 8471 followers, 3646 engagements "@the_good_run That's an issue they have other plants though" [X Link](https://x.com/WealthyReadings/status/1979109038190215580) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T08:55Z 8485 followers, XX engagements "A weak dollar is the #1 condition for emerging markets to perform well - $MELI $SE. It's a normal phenomenon; it logically increases the value of assets and relieves the debt burden on those countries allowing them to take on more debt reinvest consume etc. The question is: Can this trend continue The dollar is structurally inclined to weaken long-term but over the short to medium term wed need stabilization at worst for emerging markets to continue to outperform" [X Link](https://x.com/WealthyReadings/status/1979220109777637632) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T16:17Z 8489 followers, 1585 engagements "OpenAI has closed more deals this month than Quantums sector LTM revenue in dollars. Still will they generate enough cash in the next few years to honor those commitments Your answer to that question is basically your answer to: Are you bullish on AI infrastructure stocks over the same timeframe" [X Link](https://x.com/WealthyReadings/status/1978481993416396944) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T15:24Z 8480 followers, 1714 engagements "Any AI bubble believers should read $TSM earning call. Confirming the massive demand for higher-end products for more than XXX clients bounce of demand from every verticals raising multi years guidance. And so many positive comments. The explosive growth in token volume demonstrates increasing consumer AI model adoption which means more and more computation is needed leading to more leading-edge silicon demand. We are also happy to see continued strong outlook from our customers. In addition we directly receive very strong signals from our customers customers requesting the capacity to" [X Link](https://x.com/WealthyReadings/status/1978896634617499964) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T18:51Z 8488 followers, 3243 engagements "What's the most bubbly stock at the moment We might need to start taking screenshots for the years to come" [X Link](https://x.com/WealthyReadings/status/1978548677690921125) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T19:48Z 8472 followers, XXX engagements "$PYPL continues to be downgraded or disregarded because of what it used to be. Not many are paying attention to fundamental news and what management is building. The market doesn't care of what was. It cares of what will be" [X Link](https://x.com/WealthyReadings/status/1977790184843289082) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T17:35Z 8476 followers, 4737 engagements "@PalmzPlayBook @NorthN2TheEast Taking $SOFI has an example of why $PYPL wouldn't be a good investment at the moment. The irony" [X Link](https://x.com/WealthyReadings/status/1978565491590390268) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T20:55Z 8486 followers, XXX engagements "Theres a shift happening in AI datacenter networking. This week both Meta and Oracle announced theyre adopting $NVDA's Spectrum-X networking devices a direct challenge to $ANET's hardware. Meta has long been one of $ANET's largest customers. If this migration is meant to continue it could deal a serious blow to $ANET's future revenues. Their second major customer - Microsoft hasnt announced anything yet but its definitely one to watch. $NVDA can bundle their networking hardware with their compute infrastructure. That gives clients a one-stop solution instead of multiple vendors and" [X Link](https://x.com/WealthyReadings/status/1978177983396655448) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T19:15Z 8476 followers, 2064 engagements "$PYPL will melt so many faces when it trades tripple digits before end of year. Everyone will use it out of nowhere. Will be fun" [X Link](https://x.com/WealthyReadings/status/1978162669883461954) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T18:15Z 8488 followers, 19K engagements "@Dionysus_666 Maybe you should get out of your clich pool and stop being an ass. It's the fourth of fifth comment you do on my account either insulting me being condescenent or with a straightforward stupid comment. Do better or don't do at all will ya" [X Link](https://x.com/WealthyReadings/status/1978872300310012404) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T17:14Z 8478 followers, XX engagements "I am overly focused in four assets in term of cash and attention. $TMDX $NBIS $BABA $ETH & proxies What asset deserves more attention that those four" [X Link](https://x.com/WealthyReadings/status/1971940152592478414) [@WealthyReadings](/creator/x/WealthyReadings) 2025-09-27T14:09Z 8488 followers, 2426 engagements "The market is in a bubble. Im not sure anyone can or should even try to deny this but most here misunderstand its source. It isnt a valuation bubble and the comparisons to the dot-com era are just plain wrong. But we are in a bubble: a liquidity bubble. To be more precise we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt reached a point where they cant pay it back and now have to issue more simply to survive. Part of this excess is distributed to companies which can sustain" [X Link](https://x.com/WealthyReadings/status/1974882464217608380) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-05T17:00Z 8488 followers, 82.1K engagements "$DUOL marketing team finally lost it. This show erfectly matches the companys DNA. You can expect those episodes to play at the limits and yield massive engagement - positive & negative. Personally Loving it. Will be watching🍿" [X Link](https://x.com/WealthyReadings/status/1976652174768898328) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-10T14:12Z 8487 followers, 6129 engagements "@babyfolio Why this contract No and they probably won't announce why they aren't building themselves anymore as it'll be a huge red flag if my assumptions are correct. Maybe not a real red flag but the market wouldn't like it" [X Link](https://x.com/WealthyReadings/status/1978481126059430270) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T15:20Z 8473 followers, XX engagements "$TMDX acquired a new plane this week from Teaghlach Aviation for approximately $XXXX million. Im sure they did it because they dont have any demand. That's what the recent flight data shows after all. Probably for sightseeing 🤷♂" [X Link](https://x.com/WealthyReadings/status/1975598241204085015) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-07T16:25Z 8486 followers, 7293 engagements "$MSFT signed another deal with NScale to rent AI compute in Texas the 5th large-scale rental in five months. Hyperscalers are accelerating their rental deals and slowing their in-house datacenter builds. This is good for providers like $NBIS but also highlights a potential slowdown in CapEx from the giants and a lack of willingness to take the risks themselves. Or struggles to find viable infrastructure or energy sources themselves so they rely on those who have those. A trend to watch" [X Link](https://x.com/WealthyReadings/status/1978475199210111333) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T14:57Z 8479 followers, 3656 engagements "$BABA is expanding its AI business geographically starting with Dubai where it plans to open a second datacenters nine years after the first. The world is racing to scale AI but Ive already spoken about how I see this as a CapEx intensive strategy with limited rewards. Chinese providers aren't priviledged in the west. In my view competing internationally shouldnt be $BABA's priority right now but the Chinese market which offers massive & growing potential. That said the Middle East is probably the best region to start this expansion as they are tech-focused rather than geopolitically focused" [X Link](https://x.com/WealthyReadings/status/1978174058052079739) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T19:00Z 8475 followers, 1261 engagements "$ONON re-ratings following their strong earnings few days ago consensus at $XX or XX% higher than today's price. ✅UBS Group raised its price target from $XX to $XX and keeps a buy rating. ✅Morgan Stanley raised its price target from $XX to $XX and keeps an overweight rating. ✅Barclays raised its price target from $XX to $XX and keeps an overweight rating - ballzy. ✅Needham & Co reiterated its price target at $XX and keeps a buy rating. ❌Jefferies Financial Group lowered its price target from $XX to $XX and changed its raiting from hold to underperform" [X Link](https://x.com/WealthyReadings/status/1955982489354465565) [@WealthyReadings](/creator/x/WealthyReadings) 2025-08-14T13:19Z 8477 followers, 3683 engagements "Many thinks the FED turing dovish is the fuel for a new bull market. You couldn't be more wrong. The FED doesnt matter like it used to. Markets used to run on private liquidity: cheap credit leverage investments. All fueled by low rates. Since Covid and higher interest rates money creation shifted to fiscal policies: government spending debt monetization and direct transfers. Liquidity never left it actually increased and changed source. The last two years bull market is all about fiscal policies and liquidity. A dovish Fed might add wood to the fire but oil has already been used. As to how" [X Link](https://x.com/WealthyReadings/status/1978866024758853664) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T16:50Z 8489 followers, 2375 engagements "@SixSigmaCapital Bit late to the party but have you ever looked at $TMDX I wouldn't call it a fintwit favourites anymore as it's been really quiet for months" [X Link](https://x.com/WealthyReadings/status/1976606670852870570) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-10T11:12Z 8477 followers, XXX engagements "$ORCL announced a new Cloud Networking capabilities for any workload leveraging $ANET networking systems. This comes as a good news at the right timing for $ANET after Meta announced their purchase of Nvidia's X-Spectrum networking systems. Oracle today announced new networking capabilities in Oracle Acceleron Oracle Cloud Infrastructure (OCI)s suite of network software and architecture designed to help customers run any workload faster and more cost-effectively. Built on more than a decade of cloud networking innovation Oracle Acceleron redefines how data moves in the cloud to deliver a" [X Link](https://x.com/WealthyReadings/status/1978903851555000528) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T19:20Z 8489 followers, 1378 engagements "If you focus on $ASML's YoY volume units decline you're not focusing on the right data. $ASML is manufacturing-constrained. As they develop more complex hardware they need longer to install it and acknowledge revenues. Selling fewer units of a better higher-margin & more expensive products isn't a bearish situation. The question is how they can accelerate production to meet analysts' growth expectations" [X Link](https://x.com/WealthyReadings/status/1978868037378834629) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T16:58Z 8489 followers, 3660 engagements "@ErichThilow Ahah the famous regrets of selling winners. It's ok I sold shares of $PLTR in the $40s. We've all been there" [X Link](https://x.com/WealthyReadings/status/1978836184999579866) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T14:51Z 8479 followers, XXX engagements "Everyone talked about $ALAB for months; now most have forgotten it after a 40%+ drop this past month. Momentum slowed as competition entered the AI bottleneck trade. Nvidia is working on it & partnered with Intel while Broadcom and Marvell remain strong players in the field. But neither Broadcom nor Marvell are working on PCIe6. Their core businesses are already supply constrained with no incentive to chase a niche. Intel is still multiple quarters away from having a credible product. Meanwhile $ALAB is scaling its P-Series and launching the X-Series both designed to boost AI compute" [X Link](https://x.com/WealthyReadings/status/1979234644600971529) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T17:14Z 8489 followers, 4443 engagements "@cuanmoneyclub @PayPal Did you use $HOOD three years ago The market doesn't care of this" [X Link](https://x.com/WealthyReadings/status/1978359575548940488) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T07:17Z 8476 followers, XX engagements "@baby_binki that's two different things I am talking about global liquidity you are talking about a sector of" [X Link](https://x.com/WealthyReadings/status/1975280906949820856) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-06T19:24Z 8476 followers, XXX engagements "@Fierce__beast Not taht expensive if we're still expecting XXX% growth" [X Link](https://x.com/WealthyReadings/status/1979264166956597305) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T19:12Z 8489 followers, XXX engagements "🚨 Jefferies initiated coverage on $TMDX with a buy rating and a price target at $XXX - around my fair price. TransMedics is a pioneer in organ transplants that has developed differentiated technology and an innovative service/transport model enabling higher utilization and greater penetration for livers hearts and lungs" [X Link](https://x.com/WealthyReadings/status/1977728719537029195) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T13:30Z 8473 followers, 4479 engagements "$TMDX Q3-25 revenue assumption My assumptions: $140.2M Analysts: $144.5M Some more words on my assumptions & methodology. Flights The company completed 2077 flights and shared during its last earnings call that they aimed to stabilize around XX% of total flights operated by the NOP which would push this quarter's total number to 2596. Revenues Over the last year flights operated by $TMDX generated $59240 on average and flights operated externally $33100. Methodology My revenue assumption is a simple multiplication of operated and non-operated number of flights per average revenue from the" [X Link](https://x.com/WealthyReadings/status/1978502629417439495) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T16:46Z 8489 followers, 5116 engagements "Here are a handful stocks not to blow up your accounts while everyone piles on risk & growth stocks. You never know when troubles come but they always do & while everyone looks for the next 1000x some great stocks trades at nothing. Here are a few of those safer bets 👇 $DG - a discount retailer offering affordable essentials and general merchandise through over 20000 stores in rural U.S. areas. If the economy were to slow down or inflation come back consumers would shift towards cheaper goods resellers boosting sales and market valuation. The stock has already started a new bulltrend. $NVO -" [X Link](https://x.com/WealthyReadings/status/1971265580117144008) [@WealthyReadings](/creator/x/WealthyReadings) 2025-09-25T17:28Z 8487 followers, 1202 engagements "$PYPL is set for a monster move sooner rather than later 🔥. Option flow is absurd with millions of dollars of calls bought daily for the past two weeks at a strike price around $XX. $PYPL has been the laughing stock of the market for years but things are changing before year-end; or at least large wallets are betting they will. I guess many will be left behind due to "opportunity cost" or such excuses despites clears signs fundamentally technically and liquidity wise. Plan accordingly. I know I did and Ive shared it all with subscribers. Link's in bio if you want my detailed plan" [X Link](https://x.com/WealthyReadings/status/1975553949944922256) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-07T13:29Z 8476 followers, 14.6K engagements "Everything's perfect with $MELI. Except its stock. ✅Local consumption continues to rise. ✅Fintech onboarding and retention are strong. ✅The market for both is still underpenetrated compared to developed regions. ✅Advertising is ramping up. ✅The regional economy is healthier and growing with Argentina setting an example and $MELI expanding rapidly in the region. ✅A weak dollar is a good dollar for LatAm. ✅Price action remains very positive. So I guess my question would be. Why not" [X Link](https://x.com/WealthyReadings/status/1976295865204490327) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-09T14:37Z 8475 followers, 3859 engagements "The pope's using $DUOL and you're bearish I mean. Cmon guys. Have some faith will ya' In recent weeks users of the educational app Duolingo noticed a long-inactive profile under the name Robert the Popes baptismal name suddenly spring to life and accumulate remarkable progress. The profile listed under the username DrPrevost matches the Popes known social media handle prior to his election. It shows that he had previously studied German but has since added Italian the principal language of the Vatican. Screenshots shared online depict a two-day streak and a total of 30154 points suggesting an" [X Link](https://x.com/WealthyReadings/status/1978172215628804541) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T18:53Z 8489 followers, 3947 engagements "$PYPL Ads Manager is a $META like business focused on high-intent consumers not social media scrollers. We knew PayPal was starting its advertising business it now gives control to small merchants to display ads from PayPal's network directly on their stores while consumers are shopping. For example a small coffee roaster who sells bags of beans and grinds online signs up for PayPal Ads integrates the SDK into their storefront in minutes and sets their advertiser preferences. They set it so other coffee shops are not allowed to advertise in their store. Immediately PayPal starts serving ads" [X Link](https://x.com/WealthyReadings/status/1975617525627986329) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-07T17:41Z 8476 followers, 3828 engagements "OpenAI has a misunderstood business. Everyone thinks they are gunning for softwares like $DUOL & $ADBE or any companies who's business relies or could rely on AI. Heres the truth: they have no incentive to disrupt anyone. Their model is simple; subscriptions and tokens usage. As long as you & those softwares companies keep burning tokens OpenAI cashes in. Why enter into a complex sector wastes cash in advertising and development while you can passively profit from others doing so SaaS giants are already feeding them millions. Its not that they cant. Its that they dont need to. And so they" [X Link](https://x.com/WealthyReadings/status/1976315473319842003) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-09T15:55Z 8473 followers, 5595 engagements "@gumhace What's a nothing burger I have no answer to that as even its legacy business has been revamped to higher margins. It's about the narrative and the transformations already done to the business. Data will take time to align but it'll improve" [X Link](https://x.com/WealthyReadings/status/1976064447182418416) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-08T23:17Z 8480 followers, 1580 engagements "What's the most bubbly stock at the moment We might need to start taking screenshots for the years to come" [X Link](https://x.com/WealthyReadings/status/1978549462126477733) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T19:52Z 8489 followers, 4864 engagements "Because management was terrible with no innovations nor narratives. Because moving a company like PayPal takes time to show results and Alex is there since less than two years. It has PayPal world and a stablecoin business with clients plus does most of what it does better than others - although I'll agree that many offer comparable products but none the entire package PayPal has" [X Link](https://x.com/WealthyReadings/status/1978546671002038447) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T19:41Z 8482 followers, XX engagements "Forget the old $PYPL. Here's a recap of what happened at the company over the past weeks. This is what we will be talking about in the years to come. Not a washed-up company once innovative during the dotcom bubble. But an innovative company in the AI & stablecoins era. PayPal World A cross-border payment platform betwen PayPal and other wallets (Venmo Tenpay Global UPI $MELI Pago for now) enabling seamless payments worldwide for all merchants and consumers of those wallets with XXX% of the traffic passing through PayPal with branded economics. Advertising & Ads Manager New advertising" [X Link](https://x.com/WealthyReadings/status/1975971954990424075) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-08T17:10Z 8488 followers, 55.4K engagements "@BrianTycangco Don't do to others what so many have done to you about $BABA there's honestly no reasons to. Especially as you know how it ended" [X Link](https://x.com/WealthyReadings/status/1978864674096443781) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T16:44Z 8478 followers, XXX engagements "@babyfolio I don't think uranium is bubbly - although very optimistic but the rest for sure" [X Link](https://x.com/WealthyReadings/status/1978553615917736182) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T20:08Z 8476 followers, XXX engagements "The Chinese bull run is only just beginning. Its always hinged on two key arguments for me. X Government incentives to boost consumption & cut savings. X Surging demand for tech & AI services. Both are moving forward. $BABA $KWEB & tech had their first leg but $JD $PDD & co will follow the second one as consumption strengthens. This is exactly what Beijing wants. Why bet against the inevitable" [X Link](https://x.com/WealthyReadings/status/1978862752346288517) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T16:37Z 8489 followers, 1377 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.]
WealthyReadings posts on X about $pypl, $tmdx, over the, $baba the most. They currently have XXXXX followers and 4106 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks technology brands finance cryptocurrencies travel destinations countries
Social topic influence $pypl #1532, $tmdx #39, over the #2817, $baba #126, baba, open ai, $meli #15, meta, $duol #200, take the
Top assets mentioned PayPal Holdings Inc (PYPL) TransMedics Group, Inc. Common Stock (TMDX) Alibaba Group (BABA) MercadoLibre Inc (MELI) Duolingo, Inc. Class A Common Stock (DUOL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Sea Limited (SE) Taiwan Semiconductor (TSM) Goldman Sachs (GS) RAI Finance (SOFI) Microsoft Corp. (MSFT) Ethereum (ETH) On Holding AG (ONON) Morgan Stanley (MS) 69Coin (69) UBS Group AG (UBS) Oracle Corporation (ORCL) Arista Networks Inc (ANET) Palantir (PLTR) Astera Labs, Inc. Common Stock (ALAB) Robinhood Markets, Inc. (HOOD) Decentral Games (DG) Metadium (META) Adobe, Inc. (ADBE) Innovative Solutions & Support (ISSC)
Top posts by engagements in the last XX hours
"$AMD hot take 🔥 The deal with OpenAI is made out of weakness not strength. Management kowns they aren't taking shares so they went to OpenAI to use their influence to push their products within datacenters. It's marketing. OpenAI will do it because of the XX% equity which will allow them to withdraw liquidity from a deal which didn't cost them much - more than they commitment in GPUs as the contract doens't specify that they have to be the sole buyers for the 6GW. OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with"
X Link @WealthyReadings 2025-10-13T16:42Z 8471 followers, 3646 engagements
"@the_good_run That's an issue they have other plants though"
X Link @WealthyReadings 2025-10-17T08:55Z 8485 followers, XX engagements
"A weak dollar is the #1 condition for emerging markets to perform well - $MELI $SE. It's a normal phenomenon; it logically increases the value of assets and relieves the debt burden on those countries allowing them to take on more debt reinvest consume etc. The question is: Can this trend continue The dollar is structurally inclined to weaken long-term but over the short to medium term wed need stabilization at worst for emerging markets to continue to outperform"
X Link @WealthyReadings 2025-10-17T16:17Z 8489 followers, 1585 engagements
"OpenAI has closed more deals this month than Quantums sector LTM revenue in dollars. Still will they generate enough cash in the next few years to honor those commitments Your answer to that question is basically your answer to: Are you bullish on AI infrastructure stocks over the same timeframe"
X Link @WealthyReadings 2025-10-15T15:24Z 8480 followers, 1714 engagements
"Any AI bubble believers should read $TSM earning call. Confirming the massive demand for higher-end products for more than XXX clients bounce of demand from every verticals raising multi years guidance. And so many positive comments. The explosive growth in token volume demonstrates increasing consumer AI model adoption which means more and more computation is needed leading to more leading-edge silicon demand. We are also happy to see continued strong outlook from our customers. In addition we directly receive very strong signals from our customers customers requesting the capacity to"
X Link @WealthyReadings 2025-10-16T18:51Z 8488 followers, 3243 engagements
"What's the most bubbly stock at the moment We might need to start taking screenshots for the years to come"
X Link @WealthyReadings 2025-10-15T19:48Z 8472 followers, XXX engagements
"$PYPL continues to be downgraded or disregarded because of what it used to be. Not many are paying attention to fundamental news and what management is building. The market doesn't care of what was. It cares of what will be"
X Link @WealthyReadings 2025-10-13T17:35Z 8476 followers, 4737 engagements
"@PalmzPlayBook @NorthN2TheEast Taking $SOFI has an example of why $PYPL wouldn't be a good investment at the moment. The irony"
X Link @WealthyReadings 2025-10-15T20:55Z 8486 followers, XXX engagements
"Theres a shift happening in AI datacenter networking. This week both Meta and Oracle announced theyre adopting $NVDA's Spectrum-X networking devices a direct challenge to $ANET's hardware. Meta has long been one of $ANET's largest customers. If this migration is meant to continue it could deal a serious blow to $ANET's future revenues. Their second major customer - Microsoft hasnt announced anything yet but its definitely one to watch. $NVDA can bundle their networking hardware with their compute infrastructure. That gives clients a one-stop solution instead of multiple vendors and"
X Link @WealthyReadings 2025-10-14T19:15Z 8476 followers, 2064 engagements
"$PYPL will melt so many faces when it trades tripple digits before end of year. Everyone will use it out of nowhere. Will be fun"
X Link @WealthyReadings 2025-10-14T18:15Z 8488 followers, 19K engagements
"@Dionysus_666 Maybe you should get out of your clich pool and stop being an ass. It's the fourth of fifth comment you do on my account either insulting me being condescenent or with a straightforward stupid comment. Do better or don't do at all will ya"
X Link @WealthyReadings 2025-10-16T17:14Z 8478 followers, XX engagements
"I am overly focused in four assets in term of cash and attention. $TMDX $NBIS $BABA $ETH & proxies What asset deserves more attention that those four"
X Link @WealthyReadings 2025-09-27T14:09Z 8488 followers, 2426 engagements
"The market is in a bubble. Im not sure anyone can or should even try to deny this but most here misunderstand its source. It isnt a valuation bubble and the comparisons to the dot-com era are just plain wrong. But we are in a bubble: a liquidity bubble. To be more precise we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt reached a point where they cant pay it back and now have to issue more simply to survive. Part of this excess is distributed to companies which can sustain"
X Link @WealthyReadings 2025-10-05T17:00Z 8488 followers, 82.1K engagements
"$DUOL marketing team finally lost it. This show erfectly matches the companys DNA. You can expect those episodes to play at the limits and yield massive engagement - positive & negative. Personally Loving it. Will be watching🍿"
X Link @WealthyReadings 2025-10-10T14:12Z 8487 followers, 6129 engagements
"@babyfolio Why this contract No and they probably won't announce why they aren't building themselves anymore as it'll be a huge red flag if my assumptions are correct. Maybe not a real red flag but the market wouldn't like it"
X Link @WealthyReadings 2025-10-15T15:20Z 8473 followers, XX engagements
"$TMDX acquired a new plane this week from Teaghlach Aviation for approximately $XXXX million. Im sure they did it because they dont have any demand. That's what the recent flight data shows after all. Probably for sightseeing 🤷♂"
X Link @WealthyReadings 2025-10-07T16:25Z 8486 followers, 7293 engagements
"$MSFT signed another deal with NScale to rent AI compute in Texas the 5th large-scale rental in five months. Hyperscalers are accelerating their rental deals and slowing their in-house datacenter builds. This is good for providers like $NBIS but also highlights a potential slowdown in CapEx from the giants and a lack of willingness to take the risks themselves. Or struggles to find viable infrastructure or energy sources themselves so they rely on those who have those. A trend to watch"
X Link @WealthyReadings 2025-10-15T14:57Z 8479 followers, 3656 engagements
"$BABA is expanding its AI business geographically starting with Dubai where it plans to open a second datacenters nine years after the first. The world is racing to scale AI but Ive already spoken about how I see this as a CapEx intensive strategy with limited rewards. Chinese providers aren't priviledged in the west. In my view competing internationally shouldnt be $BABA's priority right now but the Chinese market which offers massive & growing potential. That said the Middle East is probably the best region to start this expansion as they are tech-focused rather than geopolitically focused"
X Link @WealthyReadings 2025-10-14T19:00Z 8475 followers, 1261 engagements
"$ONON re-ratings following their strong earnings few days ago consensus at $XX or XX% higher than today's price. ✅UBS Group raised its price target from $XX to $XX and keeps a buy rating. ✅Morgan Stanley raised its price target from $XX to $XX and keeps an overweight rating. ✅Barclays raised its price target from $XX to $XX and keeps an overweight rating - ballzy. ✅Needham & Co reiterated its price target at $XX and keeps a buy rating. ❌Jefferies Financial Group lowered its price target from $XX to $XX and changed its raiting from hold to underperform"
X Link @WealthyReadings 2025-08-14T13:19Z 8477 followers, 3683 engagements
"Many thinks the FED turing dovish is the fuel for a new bull market. You couldn't be more wrong. The FED doesnt matter like it used to. Markets used to run on private liquidity: cheap credit leverage investments. All fueled by low rates. Since Covid and higher interest rates money creation shifted to fiscal policies: government spending debt monetization and direct transfers. Liquidity never left it actually increased and changed source. The last two years bull market is all about fiscal policies and liquidity. A dovish Fed might add wood to the fire but oil has already been used. As to how"
X Link @WealthyReadings 2025-10-16T16:50Z 8489 followers, 2375 engagements
"@SixSigmaCapital Bit late to the party but have you ever looked at $TMDX I wouldn't call it a fintwit favourites anymore as it's been really quiet for months"
X Link @WealthyReadings 2025-10-10T11:12Z 8477 followers, XXX engagements
"$ORCL announced a new Cloud Networking capabilities for any workload leveraging $ANET networking systems. This comes as a good news at the right timing for $ANET after Meta announced their purchase of Nvidia's X-Spectrum networking systems. Oracle today announced new networking capabilities in Oracle Acceleron Oracle Cloud Infrastructure (OCI)s suite of network software and architecture designed to help customers run any workload faster and more cost-effectively. Built on more than a decade of cloud networking innovation Oracle Acceleron redefines how data moves in the cloud to deliver a"
X Link @WealthyReadings 2025-10-16T19:20Z 8489 followers, 1378 engagements
"If you focus on $ASML's YoY volume units decline you're not focusing on the right data. $ASML is manufacturing-constrained. As they develop more complex hardware they need longer to install it and acknowledge revenues. Selling fewer units of a better higher-margin & more expensive products isn't a bearish situation. The question is how they can accelerate production to meet analysts' growth expectations"
X Link @WealthyReadings 2025-10-16T16:58Z 8489 followers, 3660 engagements
"@ErichThilow Ahah the famous regrets of selling winners. It's ok I sold shares of $PLTR in the $40s. We've all been there"
X Link @WealthyReadings 2025-10-16T14:51Z 8479 followers, XXX engagements
"Everyone talked about $ALAB for months; now most have forgotten it after a 40%+ drop this past month. Momentum slowed as competition entered the AI bottleneck trade. Nvidia is working on it & partnered with Intel while Broadcom and Marvell remain strong players in the field. But neither Broadcom nor Marvell are working on PCIe6. Their core businesses are already supply constrained with no incentive to chase a niche. Intel is still multiple quarters away from having a credible product. Meanwhile $ALAB is scaling its P-Series and launching the X-Series both designed to boost AI compute"
X Link @WealthyReadings 2025-10-17T17:14Z 8489 followers, 4443 engagements
"@cuanmoneyclub @PayPal Did you use $HOOD three years ago The market doesn't care of this"
X Link @WealthyReadings 2025-10-15T07:17Z 8476 followers, XX engagements
"@baby_binki that's two different things I am talking about global liquidity you are talking about a sector of"
X Link @WealthyReadings 2025-10-06T19:24Z 8476 followers, XXX engagements
"@Fierce__beast Not taht expensive if we're still expecting XXX% growth"
X Link @WealthyReadings 2025-10-17T19:12Z 8489 followers, XXX engagements
"🚨 Jefferies initiated coverage on $TMDX with a buy rating and a price target at $XXX - around my fair price. TransMedics is a pioneer in organ transplants that has developed differentiated technology and an innovative service/transport model enabling higher utilization and greater penetration for livers hearts and lungs"
X Link @WealthyReadings 2025-10-13T13:30Z 8473 followers, 4479 engagements
"$TMDX Q3-25 revenue assumption My assumptions: $140.2M Analysts: $144.5M Some more words on my assumptions & methodology. Flights The company completed 2077 flights and shared during its last earnings call that they aimed to stabilize around XX% of total flights operated by the NOP which would push this quarter's total number to 2596. Revenues Over the last year flights operated by $TMDX generated $59240 on average and flights operated externally $33100. Methodology My revenue assumption is a simple multiplication of operated and non-operated number of flights per average revenue from the"
X Link @WealthyReadings 2025-10-15T16:46Z 8489 followers, 5116 engagements
"Here are a handful stocks not to blow up your accounts while everyone piles on risk & growth stocks. You never know when troubles come but they always do & while everyone looks for the next 1000x some great stocks trades at nothing. Here are a few of those safer bets 👇 $DG - a discount retailer offering affordable essentials and general merchandise through over 20000 stores in rural U.S. areas. If the economy were to slow down or inflation come back consumers would shift towards cheaper goods resellers boosting sales and market valuation. The stock has already started a new bulltrend. $NVO -"
X Link @WealthyReadings 2025-09-25T17:28Z 8487 followers, 1202 engagements
"$PYPL is set for a monster move sooner rather than later 🔥. Option flow is absurd with millions of dollars of calls bought daily for the past two weeks at a strike price around $XX. $PYPL has been the laughing stock of the market for years but things are changing before year-end; or at least large wallets are betting they will. I guess many will be left behind due to "opportunity cost" or such excuses despites clears signs fundamentally technically and liquidity wise. Plan accordingly. I know I did and Ive shared it all with subscribers. Link's in bio if you want my detailed plan"
X Link @WealthyReadings 2025-10-07T13:29Z 8476 followers, 14.6K engagements
"Everything's perfect with $MELI. Except its stock. âś…Local consumption continues to rise. âś…Fintech onboarding and retention are strong. âś…The market for both is still underpenetrated compared to developed regions. âś…Advertising is ramping up. âś…The regional economy is healthier and growing with Argentina setting an example and $MELI expanding rapidly in the region. âś…A weak dollar is a good dollar for LatAm. âś…Price action remains very positive. So I guess my question would be. Why not"
X Link @WealthyReadings 2025-10-09T14:37Z 8475 followers, 3859 engagements
"The pope's using $DUOL and you're bearish I mean. Cmon guys. Have some faith will ya' In recent weeks users of the educational app Duolingo noticed a long-inactive profile under the name Robert the Popes baptismal name suddenly spring to life and accumulate remarkable progress. The profile listed under the username DrPrevost matches the Popes known social media handle prior to his election. It shows that he had previously studied German but has since added Italian the principal language of the Vatican. Screenshots shared online depict a two-day streak and a total of 30154 points suggesting an"
X Link @WealthyReadings 2025-10-14T18:53Z 8489 followers, 3947 engagements
"$PYPL Ads Manager is a $META like business focused on high-intent consumers not social media scrollers. We knew PayPal was starting its advertising business it now gives control to small merchants to display ads from PayPal's network directly on their stores while consumers are shopping. For example a small coffee roaster who sells bags of beans and grinds online signs up for PayPal Ads integrates the SDK into their storefront in minutes and sets their advertiser preferences. They set it so other coffee shops are not allowed to advertise in their store. Immediately PayPal starts serving ads"
X Link @WealthyReadings 2025-10-07T17:41Z 8476 followers, 3828 engagements
"OpenAI has a misunderstood business. Everyone thinks they are gunning for softwares like $DUOL & $ADBE or any companies who's business relies or could rely on AI. Heres the truth: they have no incentive to disrupt anyone. Their model is simple; subscriptions and tokens usage. As long as you & those softwares companies keep burning tokens OpenAI cashes in. Why enter into a complex sector wastes cash in advertising and development while you can passively profit from others doing so SaaS giants are already feeding them millions. Its not that they cant. Its that they dont need to. And so they"
X Link @WealthyReadings 2025-10-09T15:55Z 8473 followers, 5595 engagements
"@gumhace What's a nothing burger I have no answer to that as even its legacy business has been revamped to higher margins. It's about the narrative and the transformations already done to the business. Data will take time to align but it'll improve"
X Link @WealthyReadings 2025-10-08T23:17Z 8480 followers, 1580 engagements
"What's the most bubbly stock at the moment We might need to start taking screenshots for the years to come"
X Link @WealthyReadings 2025-10-15T19:52Z 8489 followers, 4864 engagements
"Because management was terrible with no innovations nor narratives. Because moving a company like PayPal takes time to show results and Alex is there since less than two years. It has PayPal world and a stablecoin business with clients plus does most of what it does better than others - although I'll agree that many offer comparable products but none the entire package PayPal has"
X Link @WealthyReadings 2025-10-15T19:41Z 8482 followers, XX engagements
"Forget the old $PYPL. Here's a recap of what happened at the company over the past weeks. This is what we will be talking about in the years to come. Not a washed-up company once innovative during the dotcom bubble. But an innovative company in the AI & stablecoins era. PayPal World A cross-border payment platform betwen PayPal and other wallets (Venmo Tenpay Global UPI $MELI Pago for now) enabling seamless payments worldwide for all merchants and consumers of those wallets with XXX% of the traffic passing through PayPal with branded economics. Advertising & Ads Manager New advertising"
X Link @WealthyReadings 2025-10-08T17:10Z 8488 followers, 55.4K engagements
"@BrianTycangco Don't do to others what so many have done to you about $BABA there's honestly no reasons to. Especially as you know how it ended"
X Link @WealthyReadings 2025-10-16T16:44Z 8478 followers, XXX engagements
"@babyfolio I don't think uranium is bubbly - although very optimistic but the rest for sure"
X Link @WealthyReadings 2025-10-15T20:08Z 8476 followers, XXX engagements
"The Chinese bull run is only just beginning. Its always hinged on two key arguments for me. X Government incentives to boost consumption & cut savings. X Surging demand for tech & AI services. Both are moving forward. $BABA $KWEB & tech had their first leg but $JD $PDD & co will follow the second one as consumption strengthens. This is exactly what Beijing wants. Why bet against the inevitable"
X Link @WealthyReadings 2025-10-16T16:37Z 8489 followers, 1377 engagements
/creator/twitter::WealthyReadings