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# ![@davey_juice Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1454132363529699329.png) @davey_juice Frank Slootman’s Abandoned Projects

Frank Slootman's abandoned projects have garnered attention lately, particularly with his previous company, Snowflake, having sold off some of its shares. Meanwhile, Mercado Libre ($meli) has seen significant developments, including the appointment of a new CEO and favorable comparisons to another company ($cost) in terms of growth and valuation. Additionally, $meli and $se are competing in the Latin American e-commerce space, with $meli dominating most of its markets.

### Engagements: XXXXXX [#](/creator/twitter::1454132363529699329/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +122%
- X Months XXXXXXXXX +435%
- X Year XXXXXXXXX +14%

### Mentions: XXX [#](/creator/twitter::1454132363529699329/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:posts_active.svg)

- X Week XXX +13%
- X Month XXX +51%
- X Months XXXXX +429%
- X Year XXXXX +46%

### Followers: XXXXX [#](/creator/twitter::1454132363529699329/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:followers.svg)

- X Week XXXXX +1.10%
- X Month XXXXX +12%
- X Months XXXXX +55%
- X Year XXXXX +58%

### CreatorRank: XXXXXXX [#](/creator/twitter::1454132363529699329/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1454132363529699329/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4558 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #3060 [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$meli](/topic/$meli) #2, [$se](/topic/$se) #2, [$rbrk](/topic/$rbrk) #3, [$snow](/topic/$snow) #4, [$dlo](/topic/$dlo) #4, [$tsm](/topic/$tsm) #20, [$nu](/topic/$nu) #2, [argentina](/topic/argentina) #485, [$crwd](/topic/$crwd) #1, [$zs](/topic/$zs) #2

**Top accounts mentioned or mentioned by**
[@gabgrowth](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@justuravgstonk](/creator/undefined) [@grok](/creator/undefined) [@lukacapital](/creator/undefined) [@simeonresearch](/creator/undefined) [@samsolid57](/creator/undefined) [@sergeycyw](/creator/undefined) [@25investor](/creator/undefined) [@freedbyfinance](/creator/undefined) [@redcoatchicago](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@rubenslashh](/creator/undefined) [@daveyjuice](/creator/undefined) [@wj21331](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@wearycenturion](/creator/undefined) [@rahulsetty](/creator/undefined) [@realroseceline](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Snowflake, Inc. (SNOW)](/topic/$snow) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NuCypher (NU)](/topic/$nu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [Applovin Corporation (APP)](/topic/$app) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Datadog Inc (DDOG)](/topic/$ddog) [Cloudflare, Inc. (NET)](/topic/$net) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Helium IOT (IOT)](/topic/$iot) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [4 (FOUR)](/topic/$four) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [IREN Limited (IREN)](/topic/$iren) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Costco Hot Dog (COST)](/topic/$cost) [Coupang, Inc. (CPNG)](/topic/$cpng) [Now Coin (NOW)](/topic/$now) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Palantir (PLTR)](/topic/$pltr) [Shopify Inc (SHOP)](/topic/$shop) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Spotify Technology (SPOT)](/topic/$spot) [Dropbox, Inc. (DBX)](/topic/$dbx) [Metadium (META)](/topic/$meta) [Nike Inc (NKE)](/topic/$nke) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [Wixlar (WIX)](/topic/$wix) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Plug Power, Inc. (PLUG)](/topic/$plug) [Tesla, Inc. (TSLA)](/topic/$tsla) [Freedom Holding Corp. (FRHC)](/topic/$frhc)
### Top Social Posts [#](/creator/twitter::1454132363529699329/posts)
---
Top posts by engagements in the last XX hours

"Companies who will likely accelerate Q4 revenue *IMO*: $dlo $meli $app"  
[X Link](https://x.com/davey_juice/status/1978555871870304399) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:17Z 5908 followers, 1332 engagements


"I believe $rbrk will be larger in scale than $iot by the end of 2027. Market cap of $rbrk 15.5B Revenue of 310M quarterly Market cap of $iot 23B Revenue of 391M quarterly"  
[X Link](https://x.com/davey_juice/status/1969461849142821211) [@davey_juice](/creator/x/davey_juice) 2025-09-20T18:01Z 5907 followers, 1677 engagements


"Trying to analyze $cwan but it feels very messy. They do a lot of m&a. Trades for 5x XX ev/rev. Think I would want 4x 2026 for the risk. Lots of execution risk but also an interesting watch and see. I will put it on the watchlist. Probably never touch this stock unless I feel like I can understand the bull case better when the acquisitions integrate. Watching for now. No rush to analyze deeply as the company now will be different than the one of X years from now which will be way diff from the collant of last year. Too hard pile for now"  
[X Link](https://x.com/davey_juice/status/1971380970210328729) [@davey_juice](/creator/x/davey_juice) 2025-09-26T01:07Z 5912 followers, 1463 engagements


"Nice $cwan pitch"  
[X Link](https://x.com/davey_juice/status/1973630271783313848) [@davey_juice](/creator/x/davey_juice) 2025-10-02T06:04Z 5911 followers, 1379 engagements


"Added more to $app and now its larger than it was before my trims in high 500s 6/700s by 1.5x. a bit shy of X% for now. Still small in all in all"  
[X Link](https://x.com/davey_juice/status/1975347807604347122) [@davey_juice](/creator/x/davey_juice) 2025-10-06T23:49Z 5918 followers, XXX engagements


"If you are selling $APP here you would have to believe they are the worst scam artists of all time if insiders still own almost 1/4 of shares after multiple short reports and theyre guilty of something major. This SEC report is based on a disproven thesis but i am all for them to prove to an even greater degree no wrong things done"  
[X Link](https://x.com/davey_juice/status/1975390403382710691) [@davey_juice](/creator/x/davey_juice) 2025-10-07T02:39Z 5908 followers, 5948 engagements


"$plug one of the shittiest companies from last cycle is making its way back from the dead for prob no reason at all. Only 18x to go till the old top I called it out the whole way down last cycle. This company should be worth 1B max but here we are back at 5B at 4$ cuz they dilute so much. I had a friend who degend into this one with average of 47-48$ back in the day. This one attracts some of the most hilarious investors"  
[X Link](https://x.com/davey_juice/status/1975448199864168667) [@davey_juice](/creator/x/davey_juice) 2025-10-07T06:28Z 5908 followers, 1994 engagements


"So let me get this right. $AMD had to dilute XX% of its stock just to get OpenAI to buy chips. $NVDA gets equity from customers who are desperate to access its GPUs. That says everything about the power dynamic right now. AMD is basically paying to be in the AI game while NVIDIA gets paid to stay on top of it. Its not that AMDs move was dumb its a desperate survival tactic that may or may not work. But it shows whos dictating terms and whos trying to get a seat at the table. Also does this set a precedent that now other big name customers will try and get equity stakes in AMD for orders. It"  
[X Link](https://x.com/davey_juice/status/1975474654329340297) [@davey_juice](/creator/x/davey_juice) 2025-10-07T08:13Z 5908 followers, 12.9K engagements


"Added more $rbrk 76.97"  
[X Link](https://x.com/davey_juice/status/1975587695859556696) [@davey_juice](/creator/x/davey_juice) 2025-10-07T15:43Z 5909 followers, 1630 engagements


"$rbrk basing out after the earnings drop. Looking for higher high this week past 85$. Then a higher low of 77$ where it bottomed yesterday if it dips/consolidates more"  
[X Link](https://x.com/davey_juice/status/1975981406334615802) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:47Z 5905 followers, 5346 engagements


"I expect these companies (from highest to lowest chance but I think all can) to be able to have a very good chance of growing north of 30%+revenue cagr in 2026 & 2027. First X can grow by 40%+cagr next X years. $crdo $alab $app $nvda $rbrk $meli $dlo Other than $alab (insane price tag-trimmed some higher) other names growth adjusted seem more or less reasonable to me. Do you agree"  
[X Link](https://x.com/davey_juice/status/1976832712792015200) [@davey_juice](/creator/x/davey_juice) 2025-10-11T02:10Z 5908 followers, 7933 engagements


"If I had to guess X companies who may not be on here in XX years we wont see $aapl $amzn $tsla Saudi Aramco on here Which would you guess if you had to pick 4"  
[X Link](https://x.com/davey_juice/status/1977085989869977635) [@davey_juice](/creator/x/davey_juice) 2025-10-11T18:56Z 5907 followers, 4706 engagements


"@EnergyCredit1 Whats your target now XXX still"  
[X Link](https://x.com/davey_juice/status/1977189222835798406) [@davey_juice](/creator/x/davey_juice) 2025-10-12T01:46Z 5923 followers, XXX engagements


"I was talking about $rbrk before anyone other than a small minority. Now I see this one all over fintwit. Happy the community is growing. And I like that its mostly it just blind hype"  
[X Link](https://x.com/davey_juice/status/1977237356311630159) [@davey_juice](/creator/x/davey_juice) 2025-10-12T04:58Z 5906 followers, 2735 engagements


"$Googl bulls and bears are both a bit much. In truth its a solid company that likely keeps growing 8-13% cagr for a while. Boring. Buy when under XX p.e sell closer to XX for me. Not much else to say"  
[X Link](https://x.com/davey_juice/status/1977408727180542142) [@davey_juice](/creator/x/davey_juice) 2025-10-12T16:19Z 5914 followers, 3186 engagements


"Added to $rbrk XXXXX $crdo at 134.27"  
[X Link](https://x.com/davey_juice/status/1978171347596382531) [@davey_juice](/creator/x/davey_juice) 2025-10-14T18:49Z 5906 followers, 3723 engagements


"If $axon gets to the 550-575$ range I would start to get interested in opening up a long. Now that it broke 200MA and still overvalued patience is key here. Probably wind up missing it but its still 19x annualized sales of its last quarter. Not cheap and growth is solid but nothing eye popping"  
[X Link](https://x.com/davey_juice/status/1978521778227184067) [@davey_juice](/creator/x/davey_juice) 2025-10-15T18:02Z 5908 followers, 7211 engagements


"Sentiment is still so bullish here. I think $axon has to break technically completely turn some bulls bearish before I get excited here. Too many better opportunities. Great company. Expensive price implying very high expectations for years to come. Stock will always have a premium but for me its the kind of stock I need to buy only when its as attractive as the companies I am loading up on which in my opinion-its not; the multiple to outlook/growth/margins dont make the math easy yet"  
[X Link](https://x.com/davey_juice/status/1978561799940440096) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:41Z 5908 followers, 2238 engagements


"$frhc I owned this and made 20-30% off it back in 2022. Its up about 4-5x from where I sold. In XXX years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh"  
[X Link](https://x.com/davey_juice/status/1978581262349541597) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:58Z 5908 followers, 1683 engagements


"$tsm can be a big mover for semis Brace"  
[X Link](https://x.com/davey_juice/status/1978604828935774308) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:32Z 5907 followers, 2411 engagements


"Now $meli is X% cheaper than $cost on a trailing non gaap p.e basis. $cost expected to grow mid single digits $meli expected to cagr 23-27% next 3/4 years. Do with this what you may"  
[X Link](https://x.com/davey_juice/status/1978608050320679307) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:44Z 5908 followers, 2312 engagements


"$crwv $iren"  
[X Link](https://x.com/davey_juice/status/1978619357572792435) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:29Z 5907 followers, 1785 engagements


"Gaza genocide was always a Hamas/Gaza propaganda farce like the whole region The only genocide ongoing is from the extremist Muslims versus everyone else in many countries"  
[X Link](https://x.com/davey_juice/status/1978700244612218892) [@davey_juice](/creator/x/davey_juice) 2025-10-16T05:51Z 5907 followers, XXX engagements


"From X ST winners to X LT winners Selling $cpng $now $dnp & $grab for big wins was great. But the big question about selling stocks that you did well on is where are you placing the money I placed most of the money in $dlo bw 10-12 $nu bw 10-12 $glbe 30-33 & $alab 60s"  
[X Link](https://x.com/davey_juice/status/1969303303872729373) [@davey_juice](/creator/x/davey_juice) 2025-09-20T07:31Z 5945 followers, 1600 engagements


"Best r/r next 5-7 years $adyen $se $four $qqq"  
[X Link](https://x.com/davey_juice/status/1970208344938885272) [@davey_juice](/creator/x/davey_juice) 2025-09-22T19:27Z 5925 followers, 1331 engagements


"$CRDO Credo launches 224G PAM4 SerDes IP on TSMC N3 process technology Accelerates path to ultra-high speed 1.6Tbps bandwidth for build out of next gen cloud computing AI & hyperscale networks Key points: The new 224G PAM4 IP offering brings Credos high-performance power-efficient SerDes technologies with fabrication on an industry-leading advanced process technology from TSMC to provide the foundation for the design of high-bandwidth low-latency 1.6Tbps port connectivity solutions. The 224G per lane data transmission provides the networking backbone which is critical for the deployment of"  
[X Link](https://x.com/davey_juice/status/1970861627512889399) [@davey_juice](/creator/x/davey_juice) 2025-09-24T14:43Z 5925 followers, 2455 engagements


"This is my GARP list- names that I would swing trade if valuation got ridiculous also some names I am watching to see if they will become future GARP plays $adyen $anet $asml $cpng $cybr $dnp.wa $ftnt (like it here/lower for 6-24 mo swing) $grab $intu $isrg $kvyo (debtably attractive here- was actually just looking) $mndy $mpwr $msft $now $panw $pcor $sail $ttd $uber $veev None of these names would I want to hold for LT (as of now) but these names are more for 3-36 month trades. Those that have followed me will notice names Ive successfully swing traded before like: $ttd $veev $panw $now"  
[X Link](https://x.com/davey_juice/status/1971362449342242858) [@davey_juice](/creator/x/davey_juice) 2025-09-25T23:53Z 5925 followers, 8209 engagements


"What are your favorite companies growing more than XX% for the next X years +"  
[X Link](https://x.com/davey_juice/status/1972021181139374532) [@davey_juice](/creator/x/davey_juice) 2025-09-27T19:31Z 5939 followers, 3473 engagements


"Fun fact of the day (3 parter) : $CRDO Credos Active Electrical Cables use around XX% less space than traditional Direct Attach Copper cables AND are XX% more power-efficient than many active optical cable alternatives. On top of that theyre XXX% more reliable Per reliability: Credo Technologys Mean Time Between Failures = XXX million hours. Or 11400 years of continuous operation without failure highlighting unprecedented reliability"  
[X Link](https://x.com/davey_juice/status/1972447105420529859) [@davey_juice](/creator/x/davey_juice) 2025-09-28T23:43Z 5925 followers, 2027 engagements


"My sale of $adyen was less an indictment of that company more about multiple and the fact that $nu $dlo $four all more attractive to me"  
[X Link](https://x.com/davey_juice/status/1972458151921533308) [@davey_juice](/creator/x/davey_juice) 2025-09-29T00:27Z 5928 followers, 1812 engagements


"Whats more attractive here as a hold until 2030 $meli $se $dlo $nu"  
[X Link](https://x.com/davey_juice/status/1973087197180952865) [@davey_juice](/creator/x/davey_juice) 2025-09-30T18:07Z 5951 followers, 2804 engagements


"Except X. $fvrr was unprofitable not even close on gaap levels at the time X. Fvrr growth slowed XXXX% currently at 400M X. $app is growing 75%+ at 5B revenue and has XX% or so EBIT margins. X. Fiverr is b2c many competitors hard to validate as buyers may want diff things w purchases vs app has massive companies as customers validating their biz more and more X. What How do you comp these X 🤪"  
[X Link](https://x.com/davey_juice/status/1973608894749360244) [@davey_juice](/creator/x/davey_juice) 2025-10-02T04:40Z 5937 followers, 1236 engagements


"Portfolio market close 10/3/25 Top 10= XX% 16%: $CRWD 12%: $RBRK 11%: $MELI 10%: $ZS X% each: $SNOW $DDOG $NU $NET X% each : $DLO $GLBE Rest=11% 3%: $AMD X% each: $NVDA $IOT X% each: $CRDO $APP $ALAB $FOUR $SE Total: $597624.54"  
[X Link](https://x.com/davey_juice/status/1974275984909295752) [@davey_juice](/creator/x/davey_juice) 2025-10-04T00:50Z 5929 followers, 17.2K engagements


"19. Bolt What they do: A super-app offering ride-hailing scooter rentals food delivery and grocery services. Scale & Reach: 150+ million customers in 45+ countries strongest in Eastern Europe and Africa. Revenue Impact: Medium to high. Daily-use payments from millions of riders and eaters in emerging markets can drive steady transaction growth for $dlo"  
[X Link](https://x.com/davey_juice/status/1974520214227198315) [@davey_juice](/creator/x/davey_juice) 2025-10-04T17:01Z 5935 followers, XXX engagements


"What do these companies all have in common Only a real one would get this right. There is only X answer im looking for. Dont think too hard. Most wont know what Im getting at $AAPL $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"  
[X Link](https://x.com/davey_juice/status/1974717563335778495) [@davey_juice](/creator/x/davey_juice) 2025-10-05T06:05Z 5953 followers, 6773 engagements


"@fintegrate I think their multiples price it all in. You are paying a lot for low growth with these names and $fico / $asml"  
[X Link](https://x.com/davey_juice/status/1974831223261343769) [@davey_juice](/creator/x/davey_juice) 2025-10-05T13:37Z 5946 followers, XXX engagements


"The answer is that they are customers of $DLO I was pretty sure no one would get that. But yeah they have some massive public (and private) companies as customers most of these are customers that have been with them for 4+ years. $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"  
[X Link](https://x.com/davey_juice/status/1974841929666834435) [@davey_juice](/creator/x/davey_juice) 2025-10-05T14:19Z 5953 followers, 6177 engagements


"Did Cramer come out in favor of $meli or smth Are people thinking Argentina is gonna be insolvent Do people think Amazon is gonna crush them finally after all these years of trying and pouring money into it Will $SE or the knockoff Chinese companies dethrone the king Is LatAm gonna fall off the map These bear thesis are getting kinda funny how often they cycle thru and which one they pick this time. $meli multiple compresses further Great Ill make my position 100k$+"  
[X Link](https://x.com/davey_juice/status/1975279901658718377) [@davey_juice](/creator/x/davey_juice) 2025-10-06T19:20Z 5954 followers, 2965 engagements


"$MELI announced it will offer free same-day shipping starting October XX for subscribers on purchases over XX reais ($3.56) in Brazil and have four more fulfillment centers in the country by the end of 2025. Lets see Amazon offer same day shipping in most of Brazil for no extra cost profitably. Cant be done any time soon"  
[X Link](https://x.com/davey_juice/status/1975653808005874011) [@davey_juice](/creator/x/davey_juice) 2025-10-07T20:05Z 5941 followers, 11.3K engagements


"$snow focused on their bottom line clearly 😅 They wanna lose 2-3B GAAP income a year"  
[X Link](https://x.com/davey_juice/status/1975698948934238506) [@davey_juice](/creator/x/davey_juice) 2025-10-07T23:05Z 5929 followers, 1409 engagements


"User Reddit reviews on $rbrk 🧵 Exhibit A: We've had Rubrik for XX months and it's been absolutely bulletproof. Legacy estate was a mix of hyper-v and VMware backed-up by a "managed" veeam deployment that I spent all of my time babysitting. We migrated to Nutanix hoping for better stability and longer retention; considered commvault and veeam (self managed this time) and neither of their demos came remotely close to Rubrik. The proof is in the pudding for approx 50k/year less than our old solution we got: infinitely simpler management better reporting proper RBAC with entra SSO reliable"  
[X Link](https://x.com/davey_juice/status/1975795995549057287) [@davey_juice](/creator/x/davey_juice) 2025-10-08T05:30Z 5940 followers, 8122 engagements


"In retrospect when $crwd started stealing the CPO and CMO in same month from $s those were the actual first signs The good thing is stock was at 13-14$ back then and I got out above 18$ anyways. Other than the retard at $upst Dave Gioruard one of the CEOs who promised so much and deliver so little of names Ive owned at one point. One of my big red flags is when CEOs talk the talk but cant walk the walk. Anyways $s was a position I took a 10-15% loss on a 2-3% position and moved on and the re-allocated capital has done quite well while stock down a bit a year or so later. Need to know when to"  
[X Link](https://x.com/davey_juice/status/1975821387123089564) [@davey_juice](/creator/x/davey_juice) 2025-10-08T07:11Z 5935 followers, 3798 engagements


"$crwd $net and $pltr all within spitting distance of ath. $snow and $ddog $zs right near XX week highs. Not sure what names he is watching. SW is richly valued here and the growth must accelerate for a few quarters to justify the premiums. Earnings will be big for SW imo. Lots of hype is built in. Must deliver on ER"  
[X Link](https://x.com/davey_juice/status/1975827132229013587) [@davey_juice](/creator/x/davey_juice) 2025-10-08T07:34Z 5935 followers, 3400 engagements


"$snow gaap net income got worse the following quarter in 2Q. No body cares during bull markets but in bear markets is all people talk about. Fascinating behavior"  
[X Link](https://x.com/davey_juice/status/1975953444348534831) [@davey_juice](/creator/x/davey_juice) 2025-10-08T15:56Z 5937 followers, 2221 engagements


"$ddog and $snow charts DRIPPING with bullish flows past few weeks"  
[X Link](https://x.com/davey_juice/status/1975953629564883196) [@davey_juice](/creator/x/davey_juice) 2025-10-08T15:57Z 5940 followers, XXX engagements


"2 months after the below tweet $meli 2027 revenue estimates have moved from 41.9B to 43.4B. In total in X months analysts have pushed $meli estimates up by XXXX% from 38B to 43.4B. In this same time frame $meli stock is down a few %. Fear stronger than reality"  
[X Link](https://x.com/davey_juice/status/1975956321028710461) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:07Z 5947 followers, 5816 engagements


"Wheres Lauren Balik at the genius who was yellling to the moon about how $snow was a short XXX% ago how $app was a short XXX% ago. Some of the dumbest people can sound smart as they continue to pound their wrongfully strong conviction views"  
[X Link](https://x.com/davey_juice/status/1975958462946578770) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:16Z 5938 followers, 1682 engagements


"$meli in a tight range past X days"  
[X Link](https://x.com/davey_juice/status/1975980515573498348) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:44Z 5939 followers, 1025 engagements


"@StockMarketNerd You shouldve seen people trolling me when I was buying $crwd $zs $snow near and under XXX man"  
[X Link](https://x.com/davey_juice/status/1975983228478775532) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:54Z 5928 followers, XXX engagements


"When I was buying $crwd $zs $snow near and under XXX you shouldve seen the comments people were making. Not one bear left here"  
[X Link](https://x.com/davey_juice/status/1975983486864588873) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:55Z 5928 followers, 1367 engagements


"I found the real reason why $meli is down"  
[X Link](https://x.com/davey_juice/status/1976102249828151461) [@davey_juice](/creator/x/davey_juice) 2025-10-09T01:47Z 5939 followers, 7652 engagements


"Well needed thread: Who is Ariel Szarfsztejn the new CEO of $meli who takes over officially next quarter (2026): 🧵"  
[X Link](https://x.com/davey_juice/status/1976106467150217640) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:04Z 5947 followers, 4470 engagements


"44 years old From Argentina MBA from Stanford; undergraduate degree in Economics from University of Buenos Aires cum laude Tennis enthusiast Low profile highly energetic guy laser focused"  
[X Link](https://x.com/davey_juice/status/1976110157898899601) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:19Z 5931 followers, XXX engagements


"Favorite quote: The opportunities for $meli over the next XX years are equal to or greater than those we experienced in the first XX years"  
[X Link](https://x.com/davey_juice/status/1976110264690119012) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:19Z 5939 followers, XXX engagements


"Ariel has helped advance $meli technology particularly when he led Mercado Envos and the Commerce division. He played a large role in integrating technology into logistics operations improving delivery efficiency across LatAm. Under his leadership the company expanded its technology platforms to support e-commerce and fintech services"  
[X Link](https://x.com/davey_juice/status/1976116519957401821) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:44Z 5940 followers, XXX engagements


"Ariel has emphasized the importance of customer experience in $meli strategy. During his leadership of Mercado Envos he worked on initiatives to improve last-mile delivery and overall user satisfaction"  
[X Link](https://x.com/davey_juice/status/1976117526523412988) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:48Z 5942 followers, XXX engagements


"Oversaw many partnerships: Over the years he was involved in coordinating with cross-border logistics and strategic partners to support $meli operations in multiple countries. His role included overseeing partnerships that enabled shipping fulfillment and payment solutions ensuring reliable service for customers and sellers across the region"  
[X Link](https://x.com/davey_juice/status/1976118072529322395) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:50Z 5940 followers, XXX engagements


"The U.S. has completed a $XX billion currency swap deal with Argentina and is also buying Argentine pesos directly to help support and stabilize Argentinas economy. Trump & Milei to meet on October 14th (my birthday so itll go well) $meli up XXX% as we seem to conclude one of the dumber sell offs Ive seen in their recent history"  
[X Link](https://x.com/davey_juice/status/1976371654113554512) [@davey_juice](/creator/x/davey_juice) 2025-10-09T19:38Z 5939 followers, 5462 engagements


"@BuzzsawEJ This helps $dlo sentiment a lot as well as $meli"  
[X Link](https://x.com/davey_juice/status/1976374897904677183) [@davey_juice](/creator/x/davey_juice) 2025-10-09T19:51Z 5939 followers, 1131 engagements


"If I dont buy any more shares of $meli my position will hit 100k$ in value at about 3050$/share. Theyve yet to disappoint me on an earnings since I initiated a position 4-5 years ago. More or less the only company I can say that about in that period"  
[X Link](https://x.com/davey_juice/status/1976379558908875256) [@davey_juice](/creator/x/davey_juice) 2025-10-09T20:09Z 5939 followers, 3119 engagements


"$meli and $dlo giving back most of their gains today"  
[X Link](https://x.com/davey_juice/status/1976659777775337606) [@davey_juice](/creator/x/davey_juice) 2025-10-10T14:43Z 5939 followers, 3590 engagements


"$meli is cheaper than $cost on fwd gaap p.e basis but growing 7x faster. Do with this what you will"  
[X Link](https://x.com/davey_juice/status/1976830349197103498) [@davey_juice](/creator/x/davey_juice) 2025-10-11T02:00Z 5939 followers, 12.8K engagements


"@wolfofharcourt I like $bkng better"  
[X Link](https://x.com/davey_juice/status/1976929272737808674) [@davey_juice](/creator/x/davey_juice) 2025-10-11T08:34Z 5953 followers, XXX engagements


"Oh wow $KVYO wrecked Anyone been keeping tabs on this one 6.25x Q2 revenue annualized. Interesting- havent been keeping up with this one after the first few quarters of its IPO Anyone have any strong opinions here X has went quiet here @Wiseman_Cap you still following"  
[X Link](https://x.com/davey_juice/status/1976948269273301370) [@davey_juice](/creator/x/davey_juice) 2025-10-11T09:49Z 5948 followers, 1644 engagements


"2 levels I am watching on $meli under here. XXX MAs above a us in mid 2200s if we dont stabilize over that looking to as how meli reacts to 2000$ level and if that fails s3 classic at 1875$ would be last level of technical resistance I see. Technically very bearish but couldnt be less worried"  
[X Link](https://x.com/davey_juice/status/1977090571207655878) [@davey_juice](/creator/x/davey_juice) 2025-10-11T19:14Z 5939 followers, 3469 engagements


"First to 500B market cap $meli $se"  
[X Link](https://x.com/davey_juice/status/1977145208060985438) [@davey_juice](/creator/x/davey_juice) 2025-10-11T22:52Z 5954 followers, 2395 engagements


"Something to note for $meli and $dlo Argentina has elections on October 26th. I think this can be a catalyst. It appears as if the far left will win. Legislative elections are scheduled to be held in Argentina on XX October 2025. Half of the seats in the Chamber of Deputies and a third of the seats in the Senate will be elected"  
[X Link](https://x.com/davey_juice/status/1977284355459293456) [@davey_juice](/creator/x/davey_juice) 2025-10-12T08:05Z 5937 followers, 6570 engagements


"Between the ceo and Marcos its fair to assume $meli is not woke in the slightest Extra brownie points"  
[X Link](https://x.com/davey_juice/status/1977285236535763045) [@davey_juice](/creator/x/davey_juice) 2025-10-12T08:08Z 5943 followers, 1607 engagements


"Fun fact about $meli Their outgoing CEO and founder Marcos and incoming CEO Ariel are Jewish and vocal Israel supporters. Sorry to the haters"  
[X Link](https://x.com/davey_juice/status/1977299662278217754) [@davey_juice](/creator/x/davey_juice) 2025-10-12T09:05Z 5936 followers, 1478 engagements


"$meli Found on LinkedIn: From HR Analyst to CEO of Mercado Libre. Ariel Szarfsztejn just got named the next CEO of Latin Americas most valuable tech company. And unless youre deep in the region youve probably never heard his name. But you should. He started his career as an HR analyst at Citibank. Then BCG. Then Despegar. Then Stanford for his MBA. In 2017 he joined Mercado Libre. In just X years he climbed from Strategy VP to running logistics then commerce and now the entire business. Thats seven roles in eight years. Why Because he delivered. This is the kind of talent that exists in Latin"  
[X Link](https://x.com/davey_juice/status/1977300199635656889) [@davey_juice](/creator/x/davey_juice) 2025-10-12T09:07Z 5948 followers, 8024 engagements


"$NVDA $VRT Vertiv announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories detailing its design maturity for XXX VDC power architectures. Building on its strategic alignment announced in May 2025 Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' strategy moving from concept to engineering readiness. The XXX VDC power portfolio is planned to release in the second half of 2026 aligning to support the 2027 rollout of NVIDIA Rubin Ultra platforms. The data center industry is at a critical inflection point:"  
[X Link](https://x.com/davey_juice/status/1977772077420630149) [@davey_juice](/creator/x/davey_juice) 2025-10-13T16:23Z 5929 followers, XXX engagements


"Zoom out. If anything this is super bullish for $meli Massive compounder growing faster than historically margin way larger than X years ago a way better company lagging the S&P past 5yr $meli barely above covid high here. Im quite confident they outperform the next 5"  
[X Link](https://x.com/davey_juice/status/1978107476516954114) [@davey_juice](/creator/x/davey_juice) 2025-10-14T14:35Z 5947 followers, 4916 engagements


"$alab good example of stock that was valued for perfection one piece of bad news blew it up 20%. I think many quality stocks are priced like that. Only other ones I own like that are priced like that imo $net and $crwd maybe $snow (have covered calls on first 2)"  
[X Link](https://x.com/davey_juice/status/1978108285363400752) [@davey_juice](/creator/x/davey_juice) 2025-10-14T14:39Z 5929 followers, 5975 engagements


"$se competes with $meli . Yes on XX% of $meli revenues in Brazil. Endless opportunities with no competition essentially other than the Chinese knock offs"  
[X Link](https://x.com/davey_juice/status/1978297132755886480) [@davey_juice](/creator/x/davey_juice) 2025-10-15T03:09Z 5956 followers, 1638 engagements


"$meli has a unique opportunity to dominate payments in countries like Argentina (they own a huge share already) Chile Peru and most of the smaller economies they operate in. The competition isnt that strong there. Especially in Peru where a new payment system has recently been successfully introduced . $nu hasnt entered the building yet there either"  
[X Link](https://x.com/davey_juice/status/1978331134879563871) [@davey_juice](/creator/x/davey_juice) 2025-10-15T05:24Z 5936 followers, 2004 engagements


"$CRDO said it joined Arm's Total Design ecosystem to speed up the creation of custom silicon aimed at artificial intelligence data centers. The partnership will combine Credo's high-speed connectivity portfolio including its SerDes chiplets with Arm's Neoverse Compute Subsystems processor architecture. The integration is designed to help customers more quickly develop tailored chips for next-generation AI cloud and hyperscale data center applications. Credo said the collaboration should enhance flexibility for chip designers seeking to balance performance and efficiency in large-scale AI"  
[X Link](https://x.com/davey_juice/status/1978501071913070890) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:39Z 5953 followers, 2203 engagements


"$asml blowing the numbers away You mean missing on revenue in the ai era with insanely low expectations and setting the bar very low for next year"  
[X Link](https://x.com/davey_juice/status/1978503541711938023) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:49Z 5936 followers, 2358 engagements


"Added to $se XXXXX $meli 2126 Fun fact: its possible to be bullish both"  
[X Link](https://x.com/davey_juice/status/1978537488558731392) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:04Z 5956 followers, 17.8K engagements


"And other set of adds: $se XXXXXX $meli 2079"  
[X Link](https://x.com/davey_juice/status/1978540280522395742) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:15Z 5947 followers, 13.6K engagements


"And another one $se XXXXX $meli 2054 My adds are much higher for $meli here btw"  
[X Link](https://x.com/davey_juice/status/1978553618220417205) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:08Z 5947 followers, 4539 engagements


"@stee_fen I added more $meli than I have in X day in quite some time :)"  
[X Link](https://x.com/davey_juice/status/1978553689909453041) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:08Z 5929 followers, XXX engagements


"Currently need $meli to get to $2913/share to have this position reach 100k$"  
[X Link](https://x.com/davey_juice/status/1978556463858462839) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:19Z 5931 followers, XXX engagements


"@emergingmktbull I added lower too. My last set of adds today were $se XXXXX & $meli 2055"  
[X Link](https://x.com/davey_juice/status/1978557145084781052) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:22Z 5954 followers, XXX engagements


"Interesting. $iren lost their biggest customer to $crwv This space is moving fast"  
[X Link](https://x.com/davey_juice/status/1978558867211440194) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:29Z 5947 followers, 11.1K engagements


"Me pumping capital into $meli knowing they have earnings in X weeks and they will give me what I want"  
[X Link](https://x.com/davey_juice/status/1978562681549250873) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:44Z 5930 followers, 2669 engagements


"If this is in fact the reason its bullish because this will hold inflation down in Brazil. Year over year the Reai is doing quite will to the US Also this definitely doesnt hurt $nu $dlo $se $meli $nu"  
[X Link](https://x.com/davey_juice/status/1978568662526161330) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:08Z 5955 followers, 11.6K engagements


"Although I dont think $se would move like that over just that tbh but maybe lot of bullishness priced in"  
[X Link](https://x.com/davey_juice/status/1978568914545119283) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:09Z 5954 followers, XXX engagements


"$Se liquidation imo likely from a fund. Could also be someone who knows something in advance. Dont see any real news. Lets see if there is news to come"  
[X Link](https://x.com/davey_juice/status/1978598941634502941) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:08Z 5953 followers, 2500 engagements


"Interesting $meli"  
[X Link](https://x.com/davey_juice/status/1978604445911929305) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:30Z 5931 followers, 2580 engagements


"Burry really bought the exact top on $meli this is the real reason $meli stock has been acting badly technically. No need to look further under the hood"  
[X Link](https://x.com/davey_juice/status/1978609355466420322) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:50Z 5931 followers, 2950 engagements


"Argentina elections in XX days Once this is over $meli may see relief as uncertainties will be certain. Market never likes uncertainties. Likely pricing in left wing communists winning some seats"  
[X Link](https://x.com/davey_juice/status/1978609623952240682) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:51Z 5937 followers, 2796 engagements


"The CEO of $hims is a dumbass not only does he quote tweet Anthony but also has said: If youre currently protesting against the genocide of the Palestinian people & for your universitys divestment from Israel keep going Its working. The systematic erasure of Palestinians is everywhere. I just completed a @23andMe report. They dont even show Palestine 😂 Dudum urged students via X not to fear disciplinary action from their schools claiming many companies are looking forward to hiring them. He noted "moral courage" trumps a "college degree. There are plenty of companies & CEOs eager to hire you"  
[X Link](https://x.com/davey_juice/status/1978618055308579247) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:24Z 5953 followers, 5013 engagements


"$meli making moves in"  
[X Link](https://x.com/davey_juice/status/1978646953190686926) [@davey_juice](/creator/x/davey_juice) 2025-10-16T02:19Z 5931 followers, 1888 engagements


"Added to $meli 2039"  
[X Link](https://x.com/davey_juice/status/1978832046333018378) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:34Z 5931 followers, 1304 engagements


"$meli 5.3x 2027 ev/gp $se 6x XX ev/gp based on analysts (likely lowball) estimates"  
[X Link](https://x.com/davey_juice/status/1978834930214875171) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:46Z 5947 followers, 1481 engagements


"Marcos is likely more involved in Argentina politics than he lets off with a president he clearly admires in Milei $meli may be able to get preferential treatment/advance notice due to Marcos efforts"  
[X Link](https://x.com/davey_juice/status/1978838046079393844) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:58Z 5930 followers, XXX engagements


"Imagine buying $asml at a more expensive multiple than $tsm 😂"  
[X Link](https://x.com/davey_juice/status/1978840198336180547) [@davey_juice](/creator/x/davey_juice) 2025-10-16T15:07Z 5929 followers, XXX engagements


"$meli delivering product with Agentic AI"  
[X Link](https://x.com/davey_juice/status/1978919213071736897) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:21Z 5936 followers, 1241 engagements


"$ddog $gtlb Theee rumors have been going on for years Is it finally time 60$ is about 10B or 10.6x annualized Q2 revenue"  
[X Link](https://x.com/davey_juice/status/1978920325896143053) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:25Z 5951 followers, 3959 engagements


"@tomsommer Same tbh"  
[X Link](https://x.com/davey_juice/status/1978924933695631716) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:44Z 5929 followers, XXX engagements


"All day Ive been debating do I pull trigger on $tsm and grab a starter on this powerhouse praying it falls more and I can add a LT position"  
[X Link](https://x.com/davey_juice/status/1978943116452204877) [@davey_juice](/creator/x/davey_juice) 2025-10-16T21:56Z 5947 followers, XXX engagements


"@Simfer_678 If you own $asml and not $tsm at a cheaper multiple it makes no sense. There are about XX better semi plays here. I think from here it returns 5-12% per annum for next X years or so"  
[X Link](https://x.com/davey_juice/status/1979020291390034395) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:03Z 5948 followers, XX engagements


"I significantly trimmed $snow at 247-250 in recent days for the buys Ive been making. Still over XXX shares. High expectations going into earnings de-risking here and de-risking more if it pops on ER is my move personally. If they significantly accelerate revenue towards XX% Ill stop trimming or if they guide next Q for +40% I think either of these outcomes are more or less XX% odds maybe less. Only way the valuation makes sense is if they continue accelerating so 33%+ this q and more and more each coming q. Once deceleration happens again sentiment could swing hard here. I like the company a"  
[X Link](https://x.com/davey_juice/status/1979021654454878625) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:08Z 5947 followers, 2093 engagements


"In other news $snow going to XXX after ER now that I decrease my position huh"  
[X Link](https://x.com/davey_juice/status/1979021886261526970) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:09Z 5948 followers, XXX engagements


"Once my $ddog ccs expire will start to trim that instead of $snow likely especially if stock rips on ER. they expire at 190$ January 2026 so in X months. Would like to keep same size or $snow slightly bigger atm. Would also like to trim $zs but my cc are a year out for 370$"  
[X Link](https://x.com/davey_juice/status/1979022681044357180) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:12Z 5949 followers, XXX engagements


"Zohran is somewhere between a Welfare state and Cuba"  
[X Link](https://x.com/davey_juice/status/1979048841480478998) [@davey_juice](/creator/x/davey_juice) 2025-10-17T04:56Z 5954 followers, XXX engagements


"$SNOW is -XX% from November 2021. $NET is down a few % in that same period $ZS -XX% in same period $GLBE -XX% from August 2021 $DLO -XX% from August 2021 2021 was a wild year"  
[X Link](https://x.com/davey_juice/status/1979099131663487221) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:16Z 5954 followers, 2093 engagements


"Added more $se XXXXXX $tsm 295.45"  
[X Link](https://x.com/davey_juice/status/1979278983993635232) [@davey_juice](/creator/x/davey_juice) 2025-10-17T20:10Z 5947 followers, 1346 engagements


"$nu loan to deposit ratio is 1/2 the ratio of global incumbents meaning they are being super conservative. They also have a relatively high % of their loan balance (mid to low teens last I checked) set aside as reserves. The growth along with the profitability coupled with conservatism is basically unheard of especially at their scale in their industry"  
[X Link](https://x.com/davey_juice/status/1977604825190695107) [@davey_juice](/creator/x/davey_juice) 2025-10-13T05:18Z 5953 followers, 2386 engagements


"Portfolio 10/12/25 Top 9= XX% 16%: $CRWD 13%: $RBRK 12%: $MELI 10%: $ZS X% each: $SNOW $DDOG X% each: $NU $NET X% : $DLO Rest=14% 4%: $AMD 3%: $GLBE X% each: $NVDA $CRDO $APP X% each: $ALAB $FOUR $SE Total: $601.377.27"  
[X Link](https://x.com/davey_juice/status/1977641385764483232) [@davey_juice](/creator/x/davey_juice) 2025-10-13T07:43Z 5955 followers, 10.7K engagements


"$tem numbers / valuation look good but I just am not trying to have any exposure to an OS for precision medicine. Not my area and an area that requires too much maintenance research for me and even with that can be unpredictable. Healthcare machinery Fine. $veev okay fine. But I just dont think this company at this stage is even worth a 2nd look to me. I dont care if it rockets I just wont ever have confidence in conviction in a name like this. Remain neutral likely stock goes higher ST if numbers continue. Know thy self. This is more a me thing than a Tempus AI thing"  
[X Link](https://x.com/davey_juice/status/1977911532991189327) [@davey_juice](/creator/x/davey_juice) 2025-10-14T01:37Z 5953 followers, 1344 engagements


"David started $nu from AWS ☁ with a few hundred thousand $$. Years later he gave up stock comp that would have awarded him billions and would have diluted the company up to 7-10%. This man is built for the job"  
[X Link](https://x.com/davey_juice/status/1977935099619422663) [@davey_juice](/creator/x/davey_juice) 2025-10-14T03:10Z 5953 followers, 1631 engagements


"David velezs dad has XX siblings and they are all entrepreneurs He spent summers working with them. Born to run $nu"  
[X Link](https://x.com/davey_juice/status/1978315570924634346) [@davey_juice](/creator/x/davey_juice) 2025-10-15T04:22Z 5953 followers, XXX engagements


"$oklo going much higher apparently"  
[X Link](https://x.com/davey_juice/status/1978484124164751687) [@davey_juice](/creator/x/davey_juice) 2025-10-15T15:32Z 5954 followers, 1311 engagements


"@RHouseResearch @stefanvanderlux @galaxyhq @galaxyoneapp Whats your bull case What could go wrong"  
[X Link](https://x.com/davey_juice/status/1978618330723254472) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:25Z 5953 followers, 1349 engagements


"$MELI Updated assumptions for Dec 2028 share price: Share price: $4846 (+137.54%) Price CAGR: XXXXX% from $2043 Assumptions: Total Revenue 2029: $70.15B Revenue CAGR (20262029): XXXXX% Gross margin: 47%; $32.93B GP EBIT %: XXXXX% EBIT = $9.08B Forward EBIT multiple: XXXXX Assumes $28.2B revenue for 2025 Share price currently: $2043 🟥 Bear $2393 Revenue 2029: $55.6B Revenue CAGR (2629): XXXX% Gross margin: 45%; GP = $25.0B EBIT %: 11.5%; EBIT = $6.39B Forward EBIT multiple: XX Price $2393 (+17.08%) Price CAGR: XXXX% 🟨 Conservative $3561 Revenue 2029: $64.7B Revenue CAGR (2629): XXXXX% Gross"  
[X Link](https://x.com/davey_juice/status/1979096478392943008) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:05Z 5954 followers, 5528 engagements


"Semis down big overnight now wow $alab down 7-8% $crdo down X% $tsm down X% Also a lot of the stocks that got pumped like crazy in recent weeks like $iren $rgti $apld $nbis all down close to XX% or more"  
[X Link](https://x.com/davey_juice/status/1979099793109500194) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:18Z 5954 followers, 2296 engagements


"$MELI - Now is the time to load up if you are bullish. And if it goes lower than 2k I will bring a bigger truck. Instead of trading on vibes like most companies growing +30% its gotten to a multiple where you can easily math out the returns. Currently just over a XX% position for me at these levels"  
[X Link](https://x.com/davey_juice/status/1979497908493038042) [@davey_juice](/creator/x/davey_juice) 2025-10-18T10:40Z 5956 followers, 24.3K engagements


"$meli generates XXXX% of revenue from X countries =51.1% =22.5% =22.2% Colombia Chile & Peru are roughly XX% bigger combined than Argentina and only XX% smaller than Mexico combined. They continue to build there. By GDP: Brazil $XXXX trillion Mexico $XXXX trillion Argentina $XXXXX billion Colombia $XXX billion Chile $XXX billion Peru $XXX billion Ecuador $XXXXX billion"  
[X Link](https://x.com/davey_juice/status/1979505455706620139) [@davey_juice](/creator/x/davey_juice) 2025-10-18T11:10Z 5955 followers, 7425 engagements


"Do you $pypl bulls actually look at real numbers I feel like Im losing brain cells here but: 2024 EPS contracted XX% 2025 EPS expected to grow XX% 2026 expected to grow XX% more We are looking at a situation where 2023 EPS was XXX and 2026 projected at XXX. We are talking about a XXXX% cagr over this time frame. What are you smoking brother"  
[X Link](https://x.com/davey_juice/status/1979673458129719767) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:18Z 5953 followers, XXX engagements


"Little known fact is $meli big X used to include Brazil Argentina Venezuela. Now they dont even operate there. 19992002: MELI launched in Argentina and quickly expanded to Brazil Mexico Venezuela and Chile. From 2001-2003 Venezuela was the 3rd largest geography account for up to XX% of GMV at peak. By 2005 in Venezuela capital controls bolvar devaluations and inflation caused its share to collapse to under X% and eventually disappeared from segment reporting forever. By 2015 annual inflation hit a record +100% (was in my economics textbook in 2017 as one of the worst inflation stories ever)"  
[X Link](https://x.com/davey_juice/status/1979624888588800246) [@davey_juice](/creator/x/davey_juice) 2025-10-18T19:05Z 5955 followers, 3789 engagements


"You know I am talking about future growth rates not past growth rates Looking out to 2027 $tsm is XX% cheaper based on analyst estimates. I think it likely winds up being more than that when its all said and done. You know this right Why do you bring up the past I sure as hell didnt. You know China revenue is gonna fall off a cliff next year and its XX% of revs"  
[X Link](https://x.com/davey_juice/status/1979675285982171442) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:25Z 5956 followers, 2841 engagements


"@Friddles88 $rbrk is cheaper than $crwd / $zs etc at similar scale by a mile. Only time it was similar was 2022 crash. Good call"  
[X Link](https://x.com/davey_juice/status/1979683588288516506) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:58Z 5955 followers, XX engagements


"Underrated strategy when you own a stock you find attractive and it keeps dipping to keep your mentality in the right place. Review all material from latest quarter. Listen closely to tone listen to all interviews you can find. Do all the 3rd part research you can. If youve done proper work now you will go from worrying about dips that turn into a knife that seemingly never end versus hoping the dip never ends. Conviction is the drug that you need during corrections. You may even find that upon further research you formed misleading conclusions and maybe you do have to re-assess. Before you"  
[X Link](https://x.com/davey_juice/status/1979803764002263348) [@davey_juice](/creator/x/davey_juice) 2025-10-19T06:56Z 5956 followers, 1142 engagements


"Wild statistics here for the UK. Higher than China/russia/belarus etc"  
[X Link](https://x.com/davey_juice/status/1979840662561505743) [@davey_juice](/creator/x/davey_juice) 2025-10-19T09:22Z 5955 followers, 1024 engagements


"Ive trimmed lots of my $iot over 39/40 past few weeks for other opportunities. I think I could flip to a buyer at about 30-33$ again. I like the company a lot but I just see better r/r atm. 37.7$ atm. now down under X% position. I also trimmed a bit of $snow down to XXX shares bw 235-245 for other opportunities. Still large exposure at more or less 8%"  
[X Link](https://x.com/davey_juice/status/1975617403489866235) [@davey_juice](/creator/x/davey_juice) 2025-10-07T17:41Z 5954 followers, XXX engagements


"Sold out of $iot position mostly at 38.5-40.5 minus X shares which I will sell next week +10% total (57% annualized) on position in XXX months. Ill consider buying this back under 33.5ish. Under XX would be hard to resist. Still bullish but being extremely picky with capital. I see better opportunities than this in high 30s"  
[X Link](https://x.com/davey_juice/status/1976926008528839132) [@davey_juice](/creator/x/davey_juice) 2025-10-11T08:21Z 5955 followers, XXX engagements


"Is beyond meat crashing cuz their food is super unhealthy expensive and has no demand and also looks like an old shriveled dick I mean look at the picture its horrifying. Who would eat that shit other than Bill Gates lab rats for $"  
[X Link](https://x.com/davey_juice/status/1977811907118837816) [@davey_juice](/creator/x/davey_juice) 2025-10-13T19:01Z 5956 followers, 1443 engagements


"$NU is more than a bank. The bull case involves many revenue streams. More than any bank Ive seen. Banking is the cash flow monster to eventually fund more and more new bets From 4Q 2024 Weve mentioned last year that XX% to XX% of our employees today are building products that are generating no revenue. This is not a company that has a huge excess of employees so this is a big deal and a clear focus"  
[X Link](https://x.com/davey_juice/status/1978326439557574705) [@davey_juice](/creator/x/davey_juice) 2025-10-15T05:05Z 5953 followers, XXX engagements


"@yangleicq @bisseminister $se dropping way more tbf"  
[X Link](https://x.com/davey_juice/status/1978540462341341341) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:16Z 5953 followers, 2533 engagements


"One of the Brazilian women I spent time with just got a new job working for $nu Putting her back on top of my list gonna set up a FaceTime and tell her I miss her for the DD and inside info"  
[X Link](https://x.com/davey_juice/status/1978549537582018629) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:52Z 5953 followers, 3052 engagements


"$se Has anyone seen any truth to this"  
[X Link](https://x.com/davey_juice/status/1978557958897230166) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:25Z 5953 followers, 3295 engagements


"Who is $RBRK CFO Kiran Kumar Choudary 🧵:"  
[X Link](https://x.com/davey_juice/status/1978648815771988371) [@davey_juice](/creator/x/davey_juice) 2025-10-16T02:26Z 5956 followers, 3490 engagements


"Added to: $rbrk XXXX $se XXXXXX $alab XXX $tsm starter at XXXXXX $meli 2032"  
[X Link](https://x.com/davey_juice/status/1979241822380544064) [@davey_juice](/creator/x/davey_juice) 2025-10-17T17:43Z 5955 followers, 3286 engagements


"Portfolio 10/17/25 market close Top 9= XXXX% 16%: $CRWD XX% each: $RBRK $MELI 10%: $ZS X% each: $DDOG $NU 7%: $NET X% each: $SNOW $DLO Rest=15.7% 4%: $AMD 3%: $GLBE X% each: $CRDO $NVDA $APP X% each: $SE $ALAB $FOUR Smaller: $TSM Total: $590140.29"  
[X Link](https://x.com/davey_juice/status/1979479581967913326) [@davey_juice](/creator/x/davey_juice) 2025-10-18T09:28Z 5956 followers, 3629 engagements


"Athletes like Mayweather and Messi have proven to be world class people as well. 🙏"  
[X Link](https://x.com/davey_juice/status/1979499721464107384) [@davey_juice](/creator/x/davey_juice) 2025-10-18T10:48Z 5955 followers, 1133 engagements


"All this to say $meli is quite adept at understanding the region and adapting on the fly being pro-active when they can and reacting as fast as possible to the things they dont anticipate happening. Especially much better than any foreign or domestic companies"  
[X Link](https://x.com/davey_juice/status/1979631000918614523) [@davey_juice](/creator/x/davey_juice) 2025-10-18T19:29Z 5955 followers, 2951 engagements


"@evrgn11112231 @pitandhummus Yeah $asml is super overpriced. The fact that people are paying a higher multiple than $tsm on 1/3 the growth is funny"  
[X Link](https://x.com/davey_juice/status/1979653523026665813) [@davey_juice](/creator/x/davey_juice) 2025-10-18T20:59Z 5955 followers, XXX engagements


"$pypl holders X years later still yelling into the abyss how its 100$ stock. Now at XX p.e maybe the broken clock theory applies. If it hits XXX in next X years all we hear about is how everyone missed out. But the opportunity cost for such minimal upside potential seems like a draconian approach akin to trying to push a square thru a circle hole"  
[X Link](https://x.com/davey_juice/status/1979660125414564257) [@davey_juice](/creator/x/davey_juice) 2025-10-18T21:25Z 5956 followers, 1959 engagements


"Looking out to 2027 $tsm is XX% cheaper based on analyst estimates. I think it likely winds up being more than that when its all said and done. DYOR make your own opinion. Ive been pounding this opinion for 5-6 months now- Better companies to own than $asml this cycle at least imo"  
[X Link](https://x.com/davey_juice/status/1979675730280591763) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:27Z 5956 followers, 2652 engagements


"We have a lot of respect for companies like Dell EMC Veritas and Commvault. They are the big incumbents with plenty of resources and customers. However we offer an extremely attractive alternative to the solutions the incumbents have been marketing for the better part of a decade. With Rubrik our customers spend less time managing backup and recovery achieve better performance and get better ROI. Because we were designed natively for cloud we are inherently better suited to address the requirements for a cloud future. Bipul Sinha CEO $RBRK (March XX 2017). Boy was he right XXX years later"  
[X Link](https://x.com/davey_juice/status/1979682323885965729) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:53Z 5955 followers, XXX engagements


"The year is 2016. Its December XX. $RBRK has just 7xd its customer base in X year. On February X 2017 Rubrik announced $100M ARR in its first X quarters of active selling. Fastest out of any public sw company Ive seen. To comp- company and amount of years selling to hit 100M ARR: $rbrk XXX years $snow X years $crwd X years $zs X years $ddog X years $net X years $ntnx X years $now X years $pltr 5-6 years"  
[X Link](https://x.com/davey_juice/status/1979683811547132319) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:59Z 5956 followers, 2703 engagements


"Opinion: if $rbrk had chosen to go public now after revenue accelerated once the transition to a fully SaaS model was completed while growing north of XX% we would be looking at 25x sales in current sw market and would be un-ownable. Rubrik IPO happening when it did at the multiple it did was a blessing for smart investors"  
[X Link](https://x.com/davey_juice/status/1979684587597914246) [@davey_juice](/creator/x/davey_juice) 2025-10-18T23:02Z 5955 followers, 2784 engagements


"Credit underwriting will be a massive deciding factor with $meli and $se Something to keep a close eye on. #1 thing to 👀 for: $meli 1590-day delinquency ratio: XXX% in Q2 2025 ( $NU operates in same region but has only XXX delinquency ratio) $se SeaMoney NPL good but contribution to total profit still small despite huge loan growth. Sea has made $XXX billion worth of loans but it only earned $XXX million in revenue from them in the quarter. Meaning: They have a huge amount of money lent out but theyre only earning a small amount of income compared to that size so their returns per dollar"  
[X Link](https://x.com/davey_juice/status/1979786647240683757) [@davey_juice](/creator/x/davey_juice) 2025-10-19T05:48Z 5955 followers, 6640 engagements


"This guy is definitely gonna lose. But he would have been great for New York. The only guy who actually has New Yorker mentality in years. I dont know what happened to NYC but I dont think well ever have a Sliwa or Giulianni again. NYC peaked years ago truthfully. Miami and cities in Texas likely continue to get emigrating young talent and continue to improve while NY Chicago Cal & the West coast cities continued to get hollowed out"  
[X Link](https://x.com/davey_juice/status/1979789896723140911) [@davey_juice](/creator/x/davey_juice) 2025-10-19T06:01Z 5956 followers, XXX engagements


"@wolfofharcourt This is very bullish $meli Note how Temu / AMZN traffic stalled at certain levels"  
[X Link](https://x.com/davey_juice/status/1979837307118301584) [@davey_juice](/creator/x/davey_juice) 2025-10-19T09:09Z 5955 followers, XXX engagements


"Hot take: I think Agentic commerce in 3-5 years will mainly be a commodity. Who controls distribution and trust matters much more. They should benefit slightly. Seems like a pretty easy thing for all the serious players to adopt"  
[X Link](https://x.com/davey_juice/status/1979932524202623129) [@davey_juice](/creator/x/davey_juice) 2025-10-19T15:27Z 5956 followers, XXX engagements


"@v_j_freeman Jeez"  
[X Link](https://x.com/davey_juice/status/1979933031340081499) [@davey_juice](/creator/x/davey_juice) 2025-10-19T15:29Z 5956 followers, XX engagements