# ![@WinderKit Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1108326318792495106.png) @WinderKit Kit Winder, CFA

Kit Winder, CFA posts on X about in the, stocks, ai, $pbw the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1108326318792495106/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1108326318792495106/c:line/m:interactions.svg)

- [--] Week [-----] +10,231%
- [--] Month [------] +290%
- [--] Months [------] +132%

### Mentions: [--] [#](/creator/twitter::1108326318792495106/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1108326318792495106/c:line/m:posts_active.svg)

- [--] Months [---] +51%

### Followers: [---] [#](/creator/twitter::1108326318792495106/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1108326318792495106/c:line/m:followers.svg)

- [--] Week [---] +3.40%
- [--] Month [---] +7%
- [--] Months [---] +32%

### CreatorRank: [-------] [#](/creator/twitter::1108326318792495106/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1108326318792495106/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  57% [stocks](/list/stocks)  55% [cryptocurrencies](/list/cryptocurrencies)  16% [technology brands](/list/technology-brands)  11% [countries](/list/countries)  5% [automotive brands](/list/automotive-brands)  4% [travel destinations](/list/travel-destinations)  3% [fashion brands](/list/fashion-brands)  3% [exchanges](/list/exchanges)  2% [currencies](/list/currencies)  2%

**Social topic influence**
[in the](/topic/in-the) 13%, [stocks](/topic/stocks) 12%, [ai](/topic/ai) 12%, [$pbw](/topic/$pbw) 8%, [$catl](/topic/$catl) 7%, [gold](/topic/gold) 7%, [market](/topic/market) 6%, [the world](/topic/the-world) 5%, [ceo](/topic/ceo) 5%, [business](/topic/business) 5%

**Top accounts mentioned or mentioned by**
[@koyfincharts](/creator/undefined) [@kobeissiletter](/creator/undefined) [@dividendology](/creator/undefined) [@europeandgi](/creator/undefined) [@fromvalue](/creator/undefined) [@thewiseic](/creator/undefined) [@atlaspulse](/creator/undefined) [@kalshi](/creator/undefined) [@lukegromen](/creator/undefined) [@warrenpies](/creator/undefined) [@lorisdalleau](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined) [@zainhoda](/creator/undefined) [@jefferies](/creator/undefined) [@tsohinvesting](/creator/undefined) [@gothburz](/creator/undefined) [@mnkedaniel](/creator/undefined) [@bytetree](/creator/undefined) [@lordfed](/creator/undefined)

**Top assets mentioned**
[Moody's Corporation (MCO)](/topic/$mco) [Bitcoin (BTC)](/topic/bitcoin) [Salesforce Inc (CRM)](/topic/$crm) [SPX6900 (SPX)](/topic/$spx) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Nike Inc (NKE)](/topic/$nke) [Costco Hot Dog (COST)](/topic/$cost) [S&P Global Inc (SPGI)](/topic/$spgi) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Shopify Inc (SHOP)](/topic/$shop) [Liquity BOLD (BOLD)](/topic/$bold) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) [Bumble Inc. (BMBL)](/topic/$bmbl) [Match Group Inc (MTCH)](/topic/$mtch) [Wise (WISE)](/topic/$wise) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Colgate-Palmolive Company (CL)](/topic/$cl) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Tesla, Inc. (TSLA)](/topic/$tsla) [QuantumScape Corporation (QS)](/topic/$qs) [Centrus Energy Corp. (LEU)](/topic/$leu) [GrafTech International Ltd. (EAF)](/topic/$eaf) [Alliance Fan Token (ALL)](/topic/$all) [Costco Wholesale Corporation (COST)](/topic/costco) [Mastercard, Inc. (MA)](/topic/$ma) [Watsco, Inc. (WSO)](/topic/$wso) [WIX.com Ltd. (WIX)](/topic/$wix) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [Kraft Heinz Co (KHC)](/topic/$khc) [Markel, Corp. (MKL)](/topic/$mkl) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Ferrari N.V. (RACE)](/topic/$race) [Fair Isaac, Corp. (FICO)](/topic/fair-isaac-corp) [Microsoft Corp. (MSFT)](/topic/$msft) [SLAP (SLAP)](/topic/$slap) [Fiserv, Inc. (FI)](/topic/$fi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Moody's $MCO EV to Sales. This is not a "once in a generation buy the dip opportunity""  
[X Link](https://x.com/WinderKit/status/2021238848974475316)  2026-02-10T15:04Z [---] followers, [---] engagements


"Warren and Charlie on why boring stocks outperform #Quality #Investing $BRKB https://youtu.be/JTTLCfctb-wsi=5-pzKPj9PuRu-WO4 https://youtu.be/JTTLCfctb-wsi=5-pzKPj9PuRu-WO4"  
[X Link](https://x.com/WinderKit/status/2020934971763081308)  2026-02-09T18:56Z [---] followers, [---] engagements


"$V and $MA They were at 25x sales but that doesn't make 15x sales a bargain. #Investing"  
[X Link](https://x.com/WinderKit/status/2021239031896379584)  2026-02-10T15:05Z [---] followers, [---] engagements


"Falling ROIC told you that Watsco $WSO was in trouble. #Quality #Investing #Stocks"  
[X Link](https://x.com/WinderKit/status/1998803123570413948)  2025-12-10T17:12Z [---] followers, [---] engagements


"Widely diverging free cash flow yields at the website builders. $WIX $GDDY $SHOP"  
[X Link](https://x.com/WinderKit/status/2000875744743051281)  2025-12-16T10:28Z [---] followers, [---] engagements


"Competition breeds strength. EV range anxiety is dead. I support the idea that sodium batteries drive lithium batteries cheaper and better supporting EV industry further. But need to see proof before betting on winners for now $BYD and $CATL are still the market leaders in a large and growing industry. #Energy #CleanEnergy #CleanTech #Technology #Wind #Solar #Investing #Stocks #EVs #Electrification #Battery The "Range Anxiety" era is ending: CATL just confirmed Sodium-ion batteries are hitting the mass market in [----] 500km (311 mi) range [---] Wh/kg density Works in freezing cold (-40C) Lithium"  
[X Link](https://x.com/WinderKit/status/2008217087034987006)  2026-01-05T16:40Z [---] followers, [--] engagements


"As gold breaks new ground and bitcoin shows increasingly mature behaviour The two most significant alternative assets in the world come together to list as $BOLD on the London Stock Exchange. Fantastic. #bitcoin #gold I am delighted to announce that the 21Shares Bitcoin and Gold ETP (BOLD) listed on the London Stock Exchange this morning. Ticker is BOLD (GBP) BOLU (USD). I am delighted to announce that the 21Shares Bitcoin and Gold ETP (BOLD) listed on the London Stock Exchange this morning. Ticker is BOLD (GBP) BOLU (USD)"  
[X Link](https://x.com/WinderKit/status/2010993704987664402)  2026-01-13T08:33Z [---] followers, [--] engagements


"@KoyfinCharts $BMBL smaller more focused more fragile. $MTCH broader range of apps and offering much larger more profitable. Interesting moment for these apps for sure a classic lockdown bubble but as the world normalises and #AI improves complex matching they could come back"  
[X Link](https://x.com/WinderKit/status/2014247914353143868)  2026-01-22T08:05Z [---] followers, [---] engagements


"@dividendology $KHC just as $BRKB prepare to sell"  
[X Link](https://x.com/WinderKit/status/2015119592692068356)  2026-01-24T17:48Z [---] followers, [---] engagements


"I love this. Culture is a widely underrated factor in identifying quality companies. A few personal examples include: Nike $NKE Markel $MKL Wise plc $WISE On their list $NVDA is third in the US. $COST also ranks highly. No coincidence. #Quality #Investing Glassdoor's "best places to work" list is a great hunting ground for investing ideas: https://t.co/wqJi21ZcJw Glassdoor's "best places to work" list is a great hunting ground for investing ideas: https://t.co/wqJi21ZcJw"  
[X Link](https://x.com/WinderKit/status/2016095337828491383)  2026-01-27T10:26Z [---] followers, [---] engagements


"@KoyfinCharts Lines up with the strategy. Hoka $DECK and $ONON Running may be taking share today but Nikes breadth history and brand power give it advantages they cant yet match. $NKE"  
[X Link](https://x.com/WinderKit/status/2016167854102425708)  2026-01-27T15:14Z [---] followers, [---] engagements


"@European_DGI The word falling doesnt do it justice Extraordinary move. Terry Smith was a buyer in [----] as per latest filing. $WKL"  
[X Link](https://x.com/WinderKit/status/2016193822363943284)  2026-01-27T16:57Z [---] followers, [---] engagements


"Constellation Software was at record valuation multiples when its legendary CEO stepped down. It is down over 50% since. Two lessons - True alpha generators are rare 💎 - Starting valuations matter 📉 $CSU #Software #Stocks"  
[X Link](https://x.com/WinderKit/status/2016535160993284307)  2026-01-28T15:33Z [---] followers, [---] engagements


"To view an example of what our research looks like take a look at our first note on Diageo. $DGE https://www.bytetree.com/research/2025/09/spirits-on-sale/ https://www.bytetree.com/research/2025/09/spirits-on-sale/"  
[X Link](https://x.com/WinderKit/status/2017275172680519699)  2026-01-30T16:34Z [---] followers, [--] engagements


"@KoyfinCharts $RACE was trading on 13x sales when the rest of the luxury market was on its knees. Ferrari EV to Sales"  
[X Link](https://x.com/WinderKit/status/2018355331080876137)  2026-02-02T16:06Z [---] followers, [--] engagements


"Fair Isaac Corp is 27% of Dev Kantesaria's portfolio (Valley Forge Capital). What conviction. It's down 38% from its peak but look at that increase in ROIC. #Quality #Investing"  
[X Link](https://x.com/WinderKit/status/2018416884178141663)  2026-02-02T20:11Z [---] followers, [--] engagements


"Four of Chris Hohn's Top Five Positions (as of Q3 filing) have been caught up in the software and tech selloff in the last week. Together they make up over 50% of his portfolio. Fascinated to see how he's reacted in the next filings. $SPGI $V $MCO $MSFT"  
[X Link](https://x.com/WinderKit/status/2018991421290664313)  2026-02-04T10:14Z [---] followers, [---] engagements


"@LukeGromen @WarrenPies Central bank dual mandates could increasingly become a tug of war As growth and unemployment decouple"  
[X Link](https://x.com/WinderKit/status/2019786873271472156)  2026-02-06T14:54Z [---] followers, [---] engagements


"@Loris_Dalleau More like $SLAP"  
[X Link](https://x.com/WinderKit/status/2019786942729031780)  2026-02-06T14:55Z [---] followers, [---] engagements


"@FromValue SaaS $FI"  
[X Link](https://x.com/WinderKit/status/2019787161831170230)  2026-02-06T14:55Z [---] followers, [--] engagements


"@StockSavvyShay @FuturumEquities SBC as a % of rev a notable win for $ADBE $CRM and $SHOP"  
[X Link](https://x.com/WinderKit/status/2020427748163117231)  2026-02-08T09:21Z [---] followers, [---] engagements


"@TheWiseIC The CEO alone is reason enough to be bullish long term - he is up there with the best imo. But correlation with $NDX + growing uncertainty around the shape of the competitive environment are valid reasons for short term caution. $UBER"  
[X Link](https://x.com/WinderKit/status/2020428921158922283)  2026-02-08T09:26Z [---] followers, [--] engagements


"@TheWiseIC As for mine - Colgate $CL. Simple thesis: AI cant disrupt toothpaste"  
[X Link](https://x.com/WinderKit/status/2020429121529278733)  2026-02-08T09:26Z [---] followers, [--] engagements


"@zain_hoda $CRM is an interesting case where its own strategy aligns with this thesis - they are pivoting hard and accepting cannibalisation. Catch [--] - Benioff agrees with the bearish SaaS thesis suggesting Salesforce is immune to the bearish SaaS thesis"  
[X Link](https://x.com/WinderKit/status/2020431082525794524)  2026-02-08T09:34Z [---] followers, [---] engagements


"Booking Holdings $BKNG down 3% today. 📉 Deeply impressive company but is its 60% ROIC sustainable #ROIC #Investing"  
[X Link](https://x.com/WinderKit/status/2017315627728560380)  2026-01-30T19:15Z [---] followers, [--] engagements


"The market rotation began in late October [----]. Over the last three months the top three US sectors have been materials energy and in blue up 15% in that time consumer staples. Tech is last down -6%. $XLE $XLM $XPL"  
[X Link](https://x.com/WinderKit/status/2019391359921410544)  2026-02-05T12:43Z [---] followers, [---] engagements


"RT @AtlasPulse: Bitcoin versus Gold have come under pressure at the same time which is unusual but for completely different reasons. Gold"  
[X Link](https://x.com/WinderKit/status/2019426224628724025)  2026-02-05T15:01Z [---] followers, [--] engagements


"6 months of progress wiped out in a day at Estee Lauder. This market will punish a bad report harshly. $EL #investing"  
[X Link](https://x.com/WinderKit/status/2019482278842245363)  2026-02-05T18:44Z [---] followers, [--] engagements


"There and back again: a gamer's tale. Nintendo's EV to Sales went from 3x to 12x and back again in two short years. Gaming #stocks are part of the #software selloff. #AI $NTDOY"  
[X Link](https://x.com/WinderKit/status/2019806987966681352)  2026-02-06T16:14Z [---] followers, [---] engagements


"Is it all over for $BTC https://podcasts.apple.com/gb/podcast/merryn-talks-money/id1654809850i=1000748544093 https://podcasts.apple.com/gb/podcast/merryn-talks-money/id1654809850i=1000748544093"  
[X Link](https://x.com/WinderKit/status/2019814340472500645)  2026-02-06T16:43Z [---] followers, [--] engagements


"@FromValue Online dating - like $MTCH and $BMBL"  
[X Link](https://x.com/WinderKit/status/2020428324460527862)  2026-02-08T09:23Z [---] followers, [---] engagements


"Marc Benioff of $CRM would be an interesting example. The creator of SaaS and one of the most successful software entrepreneurs he is aggressively pivoting Salesforce to become an AI agent/digital labour company. A clear indicator from one of the industry's best. #SaaS #AI https://twitter.com/i/web/status/2021157118313681039 https://twitter.com/i/web/status/2021157118313681039"  
[X Link](https://x.com/WinderKit/status/2021157118313681039)  2026-02-10T09:39Z [---] followers, [---] engagements


"A wonderful hour introducing then listening to these two greats @AtlasPulse and Chris Wood. Bitcoin Gold Tether the FT EM debt Corporate Bonds and a lot more besides Enjoy. #gold #bitcoin #BOLD This week we held a must-watch conversation with none other than Chris Wood the Global Head of Equity Strategy @Jefferies. Chris and Charlie discussed asset allocation #TechStocks quantum computing #Bitcoin #Gold and of course $BOLD. https://t.co/pgvFJPSuZa This week we held a must-watch conversation with none other than Chris Wood the Global Head of Equity Strategy @Jefferies. Chris and Charlie"  
[X Link](https://x.com/WinderKit/status/2021939062903648402)  2026-02-12T13:26Z [---] followers, [--] engagements


"@TSOH_Investing Inventory somewhat unique in this case though Typically rising inventories risk obsolescence. With brown spirits it can gain value with time - a rare feature. $BFB $DGE #Whisky"  
[X Link](https://x.com/WinderKit/status/2016106638537548026)  2026-01-27T11:10Z [---] followers, [--] engagements


"Constellation Software vs Wolters Kluwer - which wins from here over next ten years v $CSU $WKL"  
[X Link](https://x.com/WinderKit/status/2018361126728184121)  2026-02-02T16:29Z [---] followers, [----] engagements


"Brown Forman $BFB up 4% today as #software crashes. #AI can't disrupt Alcohol. Or maybe the $CSU shareholders are drowning their sorrows. After falling for four years in a row is the worst finally over"  
[X Link](https://x.com/WinderKit/status/2018773987661074899)  2026-02-03T19:50Z [---] followers, [--] engagements


"@gothburz Fascinating story Bear market in trust well underway"  
[X Link](https://x.com/WinderKit/status/2021971469438501031)  2026-02-12T15:35Z [---] followers, [--] engagements


"Record risk appetite late in bull market as momentum fades and rotation boils under the surface. Not healthy. $SPX #Investing"  
[X Link](https://x.com/WinderKit/status/2021992982875189458)  2026-02-12T17:01Z [---] followers, [--] engagements


"Turnaround at $CLX Clorox has been in a bear market relative to the world index since March [----] when it beat the index by 75% during the pandemic crash. It reached its lowest multiple of sales in over a decade at Christmas and is up 16% since. Is the Big Brands Bear Market coming to an end #Quality #Investing https://twitter.com/i/web/status/2017270699979673688 https://twitter.com/i/web/status/2017270699979673688"  
[X Link](https://x.com/WinderKit/status/2017270699979673688)  2026-01-30T16:16Z [---] followers, [--] engagements


"Amadeus IT another unshakeably popular quality stock is down from [--] to [--] since August. Now at its lowest multiple of sales since [----] but the market doesn't care. Bulls running. $AMS Price and EV/Sales #AI #Disruption"  
[X Link](https://x.com/WinderKit/status/2019042255068430699)  2026-02-04T13:36Z [---] followers, [---] engagements


"So many charts like this right now. A friend relayed a lovely quote to me recently as we discussed Howard Marks' concept of the pendulum in market psychology: "The average is just what a stock passes through on its way to the other extreme" Arthur J Gallagher $AJG reached a sales multiple nearly 3x higher than its peak in [----]. Proper Mt Fuji's. #Valuation #Investing https://twitter.com/i/web/status/2021255073876074984 https://twitter.com/i/web/status/2021255073876074984"  
[X Link](https://x.com/WinderKit/status/2021255073876074984)  2026-02-10T16:08Z [---] followers, [---] engagements


"Arthur J. Gallagher $AJG Share price vs Revenue per employee #Quality #Investing"  
[X Link](https://x.com/WinderKit/status/2021298623032721642)  2026-02-10T19:02Z [---] followers, [---] engagements


"Like $NESN before it investors have cheered job cuts at $HEIA. Heineken will cut [----] to [----] jobs as the Dutch brewer faces a slump in demand for alcohol. Read more: https://t.co/NBCCFUbWbN 📷: Jasper Juinen/Bloomberg https://t.co/87MDkMY7L5 Heineken will cut [----] to [----] jobs as the Dutch brewer faces a slump in demand for alcohol. Read more: https://t.co/NBCCFUbWbN 📷: Jasper Juinen/Bloomberg https://t.co/87MDkMY7L5"  
[X Link](https://x.com/WinderKit/status/2021634591543742957)  2026-02-11T17:17Z [---] followers, [--] engagements


"@European_DGI Interesting it has one of the best records of resisting previous bear markets but its never entered one at such rich multiples before. Fragility and resilience in a tug of war in a weak luxury market with a big div hike Somethings not adding up for me #Luxury $RMS"  
[X Link](https://x.com/WinderKit/status/2021998253282406738)  2026-02-12T17:22Z [---] followers, [--] engagements


"The rotation is gathering speed Dow Jones: 0.73% S&P 500: 1.14% Nasdaq: 1.83% Who's having fun today https://t.co/ExautPDJL7 Dow Jones: 0.73% S&P 500: 1.14% Nasdaq: 1.83% Who's having fun today https://t.co/ExautPDJL7"  
[X Link](https://x.com/WinderKit/status/2019072395412132102)  2026-02-04T15:35Z [---] followers, [--] engagements


"Defensives defending $SPX"  
[X Link](https://x.com/WinderKit/status/2019439149531398171)  2026-02-05T15:53Z [---] followers, [--] engagements


"This is incredibly interesting. They are betting that America first and affordability will be put before patent law. Seems crazy but the fact that they are trying suggests they believe the current administration could agree What times we live in 🤷♂ $NOVO $NVO $HIMS Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish"  
[X Link](https://x.com/WinderKit/status/2021182396754690183)  2026-02-10T11:20Z [---] followers, [---] engagements


"@MnkeDaniel Spoke to a Moody's employee recently. Said they are indeed very afraid. More on research side than ratings but that alone would be a huge loss. $MCO #AI"  
[X Link](https://x.com/WinderKit/status/2021236230281658412)  2026-02-10T14:54Z [---] followers, [---] engagements


"I see a lot of anchoring bias on this platform. S&P Global $SPGI and numerous others are "down 10% today" or "25% from recent highs" making it a "great long-term buying opportunity" etc. It is a wonderful business and the AI threat may be exaggerated (although maybe not). What is clear is that it was trading 5-6x higher than its pre-2015 average multiple. And it was a wonderful business then too. #AI #SaaS #Investing https://twitter.com/i/web/status/2021238037946974655 https://twitter.com/i/web/status/2021238037946974655"  
[X Link](https://x.com/WinderKit/status/2021238037946974655)  2026-02-10T15:01Z [---] followers, [----] engagements


"While growth stocks (red) have underperformed the index ( $SPX ) by 6.2% in the last three months. Low volatility stocks (US Min Vol Index $USMV) have quietly started to outperform again. In times of stress: safety first. #Quality #Investing"  
[X Link](https://x.com/WinderKit/status/2021258106190086283)  2026-02-10T16:21Z [---] followers, [--] engagements


"Tether brings gold and crypto worlds together. I remember being hugely sceptical about its legitimacy just a few years ago. How times have changed. #BOLD #gold #Bitcoin Tether is a bigger gold buyer than the Arabs. "We are soon becoming basically one of the biggest.gold central banks in the world." - Paolo Ardoino Tether CEO https://t.co/yZ8Z9aSLgj Tether is a bigger gold buyer than the Arabs. "We are soon becoming basically one of the biggest.gold central banks in the world." - Paolo Ardoino Tether CEO https://t.co/yZ8Z9aSLgj"  
[X Link](https://x.com/WinderKit/status/2021530362657317136)  2026-02-11T10:22Z [---] followers, [--] engagements


"#AI risk to the insurance sector Stocks crashed on Monday after Chat GPT released an insurance app. 📉 Arch Capital $ACGL reported yesterday and was asked about Monday's selloff. Analyst Q: "Given yesterday's move in the market I was going to ask you about the risk of disruption to your business model from AI and whether you're more likely to be a net beneficiary from AI getting improved efficiencies and smaller risk selection rather than at risk of disruption which I suspect is probably more limited to some distribution platforms or maybe the carriers under lines are more commoditized I'd"  
[X Link](https://x.com/WinderKit/status/2021544745193939251)  2026-02-11T11:20Z [---] followers, [---] engagements


"A great business at a fair price is superior to a fair business at a great price The investment game always involves considering both quality and price and the trick is to get more quality than you pay for in price. Its just that simple." - Charlie Munger @ByteTree Quality is an investment research service which does exactly that. #Quality #Investing https://www.bytetree.com/bytetree-quality/ https://www.bytetree.com/bytetree-quality/"  
[X Link](https://x.com/WinderKit/status/2017275159770546424)  2026-01-30T16:34Z [---] followers, [---] engagements


"A recent McKinsey report said While AI will transform parts of the insurance value chain we expect it is more likely to reshape existing models than to disintermediate them. #AI #Investing https://www.mckinsey.com/industries/financial-services/our-insights/ai-in-insurance-understanding-the-implications-for-investors #AI risk to the insurance sector Stocks crashed on Monday after Chat GPT released an insurance app. 📉 Arch Capital $ACGL reported yesterday and was asked about Monday's selloff. Analyst Q: "Given yesterday's move in the market I was going to ask you about the risk of"  
[X Link](https://x.com/WinderKit/status/2021616373869277379)  2026-02-11T16:04Z [---] followers, [--] engagements


"@lord_fed I heard a nice thing once. That if you had a strong opinion about a currency's direction of travel - you should take yourself into a dark room lie down for half an hour then get on with your day. Excellent piece and given Japan's moves and the scale of carry timely"  
[X Link](https://x.com/WinderKit/status/2022008683807572419)  2026-02-12T18:03Z [---] followers, [---] engagements


"@KobeissiLetter Extraordinary rally. Gold-silver ratio last [--] years: #Silver #Gold"  
[X Link](https://x.com/WinderKit/status/2015841705728131204)  2026-01-26T17:38Z [---] followers, [---] engagements


"@dividendology The stocks go up in the long run ideology doesnt allow for the plethora of multi-decade drawdowns. Esp when accounting for inflation. True for stocks and entire markets also. Starting valuations matter"  
[X Link](https://x.com/WinderKit/status/2015859428185035163)  2026-01-26T18:48Z [---] followers, [----] engagements


"@KobeissiLetter Metals bull market"  
[X Link](https://x.com/WinderKit/status/2015911913373229469)  2026-01-26T22:17Z [---] followers, [---] engagements


"@Kalshi $NKE turnaround slow but steady. Constant vigilance on cost is a necessary state of mind for any great company. Hill is a steady unflashy operator so far"  
[X Link](https://x.com/WinderKit/status/2015914194785260022)  2026-01-26T22:26Z [---] followers, [--] engagements


"@KoyfinCharts Probability feeding 40% of the #AI chatbots research inputs $RDDT"  
[X Link](https://x.com/WinderKit/status/2016168269002990045)  2026-01-27T15:15Z [---] followers, [---] engagements


"Other big #CleanTech moves today - risers: $NOU +27.1% $PCELL +20.7% $TLN +19.8% $EOSE +18.1% $CLIR +12.8% $LTH +10.7% $STEM +10.5% Batteries and critical materials dominate following the Pentagon/ $AAPL investment in $MP. Fallers: $AFC -19.5% $TOM -13.2% Index $PBW is up 0.75% a normal day so its specific strength in US battery supply chains. https://twitter.com/i/web/status/1946204714007499218 https://twitter.com/i/web/status/1946204714007499218"  
[X Link](https://x.com/WinderKit/status/1946204714007499218)  2025-07-18T13:45Z [---] followers, [---] engagements


"@Barchart Highlighted in this weeks Global Trends report alongside #gold record high. #Momentum #Investing https://globaltrends.bytetree.com/gold-breaks-5000/ https://globaltrends.bytetree.com/gold-breaks-5000/"  
[X Link](https://x.com/WinderKit/status/2016097164603031628)  2026-01-27T10:33Z [---] followers, [---] engagements


"@StockMKTNewz Salesforce $CRM is far from dead. It has the leadership culture and market position to transition successfully to an agentic #AI business model. Now trading at cheapest levels relative to free cash flow since [----]. #CRM #Investing"  
[X Link](https://x.com/WinderKit/status/2016105089342067155)  2026-01-27T11:04Z [---] followers, [---] engagements


"@KobeissiLetter SoftBank is a nice late cycle indicator. Investment process: FOMO"  
[X Link](https://x.com/WinderKit/status/2016491719047422149)  2026-01-28T12:41Z [---] followers, [--] engagements


"@Kalshi Beating the S&P just got much easier for non-US investors. thanks DJT $SPY $SPX $DXY https://x.com/winderkit/status/2016478109227188627s=46 The falling dollar makes a big difference to foreign investors returns. S&P [---] in dollars (blue) vs pounds (orange). $SPY $SPX #Investing https://t.co/AUizqNkdvN https://x.com/winderkit/status/2016478109227188627s=46 The falling dollar makes a big difference to foreign investors returns. S&P [---] in dollars (blue) vs pounds (orange). $SPY $SPX #Investing https://t.co/AUizqNkdvN"  
[X Link](https://x.com/WinderKit/status/2016492167951217036)  2026-01-28T12:42Z [---] followers, [--] engagements


"A down day overall for clean tech stocks today with $PBW -1.5% after a strong previous weeek. $ENVX is still managing a double digit up day +12.7%. Now up 28% in the last five days. On the downside there is $SAE -10.9% and $GWH -10.8% pulling back after its strong fortnight (up 75% to Friday 4th July). $TSLA down 7.5% on political news. #Investing #CleanTech https://twitter.com/i/web/status/1942239040545136685 https://twitter.com/i/web/status/1942239040545136685"  
[X Link](https://x.com/WinderKit/status/1942239040545136685)  2025-07-07T15:07Z [---] followers, [---] engagements


"Todays double digit movers in #CleanTech $MBMA +13.0% $GWH +12.50% $EKT +10.1% (yday) And $SEDG -9.6%. Down day for the index overall: $PBW is -2%. #Investing"  
[X Link](https://x.com/WinderKit/status/1945571822491070552)  2025-07-16T19:50Z [---] followers, [---] engagements


"Major risers in #CleanTech today $QS again +17.0% and now up 213% in the last month $ENVX +16.0% up 81% in the last month. $OPTT +15.6% $CBLU +13.3% $ATLX +11.5% Also Johnson Electric HK [----] up 14.5% overnight. Index $PBW is up 3.6% a very strong day and is up 23% in the last month. Despite US politics this sector is seeing renewed investor interest. #Investing https://twitter.com/i/web/status/1945877581300932626 https://twitter.com/i/web/status/1945877581300932626"  
[X Link](https://x.com/WinderKit/status/1945877581300932626)  2025-07-17T16:05Z [---] followers, [---] engagements


"An early big winner in Energy Transition today as $SCE is up 48% on the UK market. Led by a high quality mgmt team it makes carbon-ceramic brake discs which are better performing and lighter than competitor's creating weight (i.e. fuel) savings for passenger cars. Having fallen into a liquidity trap and fallen over 90% in recent years it is now fighting its way back out as insider share purchases earlier in the year have been followed by quarterly results showing revenue growth of 72% as it "experienced a pivotal change in manufacturing yield and output". #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/1947582489137971517)  2025-07-22T09:00Z [---] followers, [--] engagements


"If climate change geopolitics $CATL and $BYD would take over western markets very quickly. Defence of national industries against Chinese competition is a) an admission of inferiority and b) incompatible with the swiftest pathways to lower global carbon emissions. #EnergyPolitics #Investing CATL is the clear leader in battery technology for electric vehicles and grid scale storage. Their focus now is on the export market and plants in foreign countries. They are currently building a huge plant in the USA that will produce their batteries and be run by Ford. Tesla https://t.co/0k8TiTUBWi CATL"  
[X Link](https://x.com/WinderKit/status/1950904485418524761)  2025-07-31T13:00Z [---] followers, [---] engagements


"This week begins with Canadian Solar $CSIQ. Mkt cap $770m. It manufactures photovoltaic (PV) solar modules provides solar power and battery energy storage solutions and develops large-scale solar and battery storage projects globally. A Canadian-Chinese company it straddles the geopolitical ravines that are opening up. Hard to say if this helps or hinders at this stage. It has a large project pipeline and a huge installed base on panels worldwide. Its investing heavily in capacity to try and capture economies of scale to compete with China and also pushing hard into energy storage to offer"  
[X Link](https://x.com/WinderKit/status/1952433740946260252)  2025-08-04T18:17Z [---] followers, [---] engagements


"Today Simec Atlantis $SAE because it signed a huge deal and went up a hilarious 140%. It was once a tidal energy play (Meygen) but that was expensive and slow to scale but it gave them one key asset: grid connections. These suddenly became valuable as wait times grew for all new energy assets and SAE found itself with a strong hand. It started to pivot in this direction and has now found a partner for its AW1 Battery Storage project in Uskmouth w 13m of expected revenue making it one of the UKs largest. A successful transition is on the cards. SAEs future looks a lot different to its past."  
[X Link](https://x.com/WinderKit/status/1952801063066882239)  2025-08-05T18:37Z [---] followers, [---] engagements


"Energy Transition stock moves today $SAE is down 30% after rising over 100% yesterday. Then $LEU +20.1% $NOU +10.3% And $SMXT -12.4% $POWL -11.1% Quiet day except for Simec #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/1953087525225893971)  2025-08-06T13:35Z [---] followers, [---] engagements


"$BYD and $CATL continue to lead the way. Their process power has turned into a powerful advantage that others will have a hard time catching up with at least in the near term. In the west only $TSLA competes. #CleanTech #Batteries #Investing China Jul EV battery installations: CATL share 41.40% BYD 21.18% CATL's share in July decreased by [----] percentage points compared to June while BYD's share decreased by [----] percentage points as smaller players saw growth. https://t.co/sCsyrObj1v 👇 China Jul EV battery installations: CATL share 41.40% BYD 21.18% CATL's share in July decreased by 2.28"  
[X Link](https://x.com/WinderKit/status/1955006380550820173)  2025-08-11T20:40Z [---] followers, [---] engagements


"Energy transition winners/losers today $LEM +32.3% $BW +14.5% $SUN +11.1% Vs $PN -25.8% $MATR -14.5% $GEVO -10.3% Index $PBW down 2.7% as small caps suffer as inflation data reins in the hit rally of the last couple days. #CleanTech #Investing #Stocks #Energy"  
[X Link](https://x.com/WinderKit/status/1956027152937168902)  2025-08-14T16:16Z [---] followers, [---] engagements


"The $CATL mine closure is a fascinating study of investing in Chinese companies and private vs state interests. CATL is the market leader in batteries. Building 7.6bn 100GWh battery factory in Hungary. Supplying the 50% annual growth in battery capacity. Best tech growing brilliant. Recent IPO on HK exchange worlds biggest this year ($5bn). However China is the dominant producer and refiner of lithium and batteries in the world and the incredible price crash has hurt it. Although ostensibly private CATLs mine closure last week was to do with an expiring regulatory permit. The mine is"  
[X Link](https://x.com/WinderKit/status/1956624731089621078)  2025-08-16T07:51Z [---] followers, [---] engagements


"$CATL EV/Sales. Sales rising again while multiple sits below pre-2020 levels"  
[X Link](https://x.com/WinderKit/status/1961329133226471848)  2025-08-29T07:24Z [---] followers, [---] engagements


"Interesting moves in energy transition #stocks today $BW +11.5% $LEM +8.3% $DQ +8.1% $ALL +7.2% Vs $AMSC -7.4% $AMPX -7.4% $SLDP -6.8% $EAF -6.6% $LEU -6.4% $ENVX -5.9% Some of the US #battery names losing momentum after such a strong summer. #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/1961432259203875289)  2025-08-29T14:14Z [---] followers, [---] engagements


"$CATL 1Y high overnight. I wonder why. The battery boom has begun🔋⚡ [--] GW were installed in [----]. That's 66% more than in [----]. Battery storage is modular flexible fast to deploy and prices are still falling. Its growth trajectory looks more like consumer electronics than traditional infrastructure. https://t.co/ZVOlZ7kdmw The battery boom has begun🔋⚡ [--] GW were installed in [----]. That's 66% more than in [----]. Battery storage is modular flexible fast to deploy and prices are still falling. Its growth trajectory looks more like consumer electronics than traditional infrastructure."  
[X Link](https://x.com/WinderKit/status/1961723071582163267)  2025-08-30T09:30Z [---] followers, [---] engagements


"New 1Y high for $CATL Chinese battery maker CATL's shares soared with investors pinning the rally to a stronger outlook for sales following an earnings report from a supplier https://t.co/S0efb3NLSH Chinese battery maker CATL's shares soared with investors pinning the rally to a stronger outlook for sales following an earnings report from a supplier https://t.co/S0efb3NLSH"  
[X Link](https://x.com/WinderKit/status/1961745580339716170)  2025-08-30T10:59Z [---] followers, [---] engagements


"Clean tech stock movers today $ATOM +22.2% $CBLU +10.0% $MBMA +9.0% $GEVO +8.7% $CSIQ +7.7% Vs $TYGO -6.4% $FCEL -6.0% $MNTK -5.2% $QS -5.2% $ALL -4.8% Index $PBW up over 2% again today pushing $26 which is a [--] month high. #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/1967623510697890053)  2025-09-15T16:16Z [---] followers, [---] engagements


"@KoyfinCharts Its all the FMI comps $SPGI $LSEG $MCO all underperforming the index"  
[X Link](https://x.com/WinderKit/status/1973107163410162033)  2025-09-30T19:26Z [---] followers, [---] engagements


"Clean tech slumping now alongside other high beta speculative tech. $PBW down 4.7% today down from $36 to $31.4 in five days. #CleanTech #Growth #Investing"  
[X Link](https://x.com/WinderKit/status/1981028284860158055)  2025-10-22T16:02Z [---] followers, [--] engagements


"Easing strains between the US and China have hit battery and rare earth metals companies today such as $LAC $ABAT $LEM $ATLX $ALB $EAF #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/1982875869954908177)  2025-10-27T18:23Z [---] followers, [---] engagements


"Remitly $RELY has reached profitability and grown at a rapid rate but is down 75%. ROIC (LTM) finally turned positive over summer. #Investing #Fintech $WISE"  
[X Link](https://x.com/WinderKit/status/1993045329495957901)  2025-11-24T19:53Z [---] followers, [---] engagements


"Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique and brilliant CEO who has created a cost advantage so powerful they can undercut competitors by miles and still make higher margins"  
[X Link](https://x.com/WinderKit/status/2000611126480965808)  2025-12-15T16:57Z [---] followers, [---] engagements


"Scale economies shared: $RYA cuts costs aggressively and passes on those savings to its customers which generates growth reducing costs further. Same model as Costco $COST and Amazon $AMZN and one of the most powerful flywheels in business. #Quality #Investing Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique and brilliant CEO who has created a cost advantage so powerful they can undercut competitors by miles and still make higher margins. https://t.co/4J5fBSMCit Ryanair $RYA FCF and share price taking off 🛫 Cheap and punctual flights led by a unique"  
[X Link](https://x.com/WinderKit/status/2000876870922113372)  2025-12-16T10:33Z [---] followers, [--] engagements


"There are four buckets for airlines since the pandemic. At the top boasting 170-180% comebacks: $RYA $QAN and $DAL. Then in the middle: $AIG and Jet [--] with 90%-10)% gains. After that: $AAL $LUV and $AC with 15% to 40%. Finally $WIZZ and $AF down 60%-70%"  
[X Link](https://x.com/WinderKit/status/2000944480170684465)  2025-12-16T15:01Z [---] followers, [--] engagements


"Starting the chart 1y before the Pandemic hit $RYA $QAN and Jet2 rising to the top with Ryanair emering as the clear winner in the last few months"  
[X Link](https://x.com/WinderKit/status/2000944484843135196)  2025-12-16T15:01Z [---] followers, [--] engagements


"Perhaps no surprise as $RYA's free cash flow margin has come out strongest from the lockdowns and disruption. Management quality matters more in times of crisis and M. O'Leary has proved his merit once again. Usefully he recently extended his likely tenure well into the 2030s. #FCF #Quality #Management #Investing https://twitter.com/i/web/status/2000945747991109766 https://twitter.com/i/web/status/2000945747991109766"  
[X Link](https://x.com/WinderKit/status/2000945747991109766)  2025-12-16T15:06Z [---] followers, [--] engagements


"Nvidia $NVDA Digital Realty Trust $DLR Oracle $ORCL and Super Micro Computer $SMCI are all down 5-10% in the last five trading days. But Broadcom $AVGO takes gold with a 20% decline. Sharp"  
[X Link](https://x.com/WinderKit/status/2001351915259736101)  2025-12-17T18:00Z [---] followers, [---] engagements


"@MickOKeeffe I really do love MOL - he even makes me enjoy flying $RYA"  
[X Link](https://x.com/WinderKit/status/2014015317089935823)  2026-01-21T16:40Z [---] followers, [---] engagements


"Clean Tech stocks keep on fighting higher. A year ago everyone had written them off. The bubble had burst. 📉 Today they are up over 100% from their April lows. Can they keep going 📈 $PBW #CleanTech #Investing"  
[X Link](https://x.com/WinderKit/status/2014380789266596351)  2026-01-22T16:53Z [---] followers, [--] engagements


"As US investment firm GMO put it "The fact that the highest quality quartile of the market has outperformed the lowest quality quartile by 4% per year is utterly counterintuitive astonishing and demands to be incorporated when building sensible equity portfolios.""  
[X Link](https://x.com/WinderKit/status/2017275170780500282)  2026-01-30T16:34Z [---] followers, [--] engagements


"Comparing the performance of Consumer Staples $XLP and Consumer Discretionary $XLY is always interesting. 14.7% outperformance for staples YTD"  
[X Link](https://x.com/WinderKit/status/1917212336294879346)  2025-04-29T13:40Z [---] followers, [--] engagements


"NINE clean tech themes with five star trends in USD terms. $BATT $COPX $GCLE $HDRO $HYGN $LITU $QCLU $RAYZ $REMX Thematic ETFs Highs & Lows in US Dollar #AIAI #BATT #BKCH and [--] others are in an uptrend and made a new high yesterday. #DGTL and #ECOM are a new uptrend. London Closing prices captured @ Aug [--] [----] 6:26 AM Page: [--] of [--] https://t.co/URrmlLFoJg https://t.co/eCF5OKSLwu Thematic ETFs Highs & Lows in US Dollar #AIAI #BATT #BKCH and [--] others are in an uptrend and made a new high yesterday. #DGTL and #ECOM are a new uptrend. London Closing prices captured @ Aug [--] [----] 6:26 AM Page: 1"  
[X Link](https://x.com/WinderKit/status/1961378204435841252)  2025-08-29T10:39Z [---] followers, [---] engagements


"Snap-on Inc $SNA investors haven't noticed yet. #Quality #ROIC #Investing"  
[X Link](https://x.com/WinderKit/status/1998803465553031604)  2025-12-10T17:14Z [---] followers, [--] engagements


"Still a lot of energy transition themes dominating the world index $ACWI. $BATT $CTEK $DRVE and $GCLE most notably. Its been a powerful comeback after a long bear market. For many its their first five in years. Find out more at @ByteTreeTrends #CleanTech #CleanEnergy #Investing Thematic ETFs Highs & Lows in World Equities [--] items. London Closing prices captured @ Aug [--] [----] 6:20 AM Page: [--] of [--] https://t.co/URrmlLFoJg https://t.co/OkJsrwHjX9 Thematic ETFs Highs & Lows in World Equities [--] items. London Closing prices captured @ Aug [--] [----] 6:20 AM Page: [--] of [--] https://t.co/URrmlLFoJg"  
[X Link](https://x.com/WinderKit/status/1960589855752134845)  2025-08-27T06:27Z [---] followers, [----] engagements


"The staples ETF top [--] $COST Costco 10.1% $WMT Walmart 9.7% $PG P&G 8.8% $KO Coca Cola 6.5% $PM Philip Morris 6.2% $CL Colgate 4.6% $MDLZ MOndelez 4.5% $MO Altria 4.5% $PEP Pepsi 4.3% $KR Kroger Co 2.9%"  
[X Link](https://x.com/WinderKit/status/1917212341059338448)  2025-04-29T13:40Z [---] followers, [----] engagements

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