[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @davey_juice Frank Slootman’s Abandoned Projects Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates. ### Engagements: XXXXX [#](/creator/twitter::1454132363529699329/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +652% - X Year XXXXXXXXX +70% ### Mentions: XX [#](/creator/twitter::1454132363529699329/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +533% - X Year XXXXX +89% ### Followers: XXXXX [#](/creator/twitter::1454132363529699329/followers)  - X Week XXXXX +1.70% - X Month XXXXX +8.20% - X Months XXXXX +66% - X Year XXXXX +76% ### CreatorRank: XXXXXXX [#](/creator/twitter::1454132363529699329/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$rbrk](/topic/$rbrk) #2, [$zs](/topic/$zs) #5, [$nu](/topic/$nu) #8, [$meli](/topic/$meli) #5, [money](/topic/money) 4.21%, [$crwd](/topic/$crwd) #7, [$crdo](/topic/$crdo) #31, [$se](/topic/$se) #2, [$snow](/topic/$snow) #6, [$ddog](/topic/$ddog) #4 **Top accounts mentioned or mentioned by** [@thomasthedeal](/creator/undefined) [@thehimalayanyak](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@dinodaninvests](/creator/undefined) [@kreizjordy](/creator/undefined) [@daveyjuice](/creator/undefined) [@adyen](/creator/undefined) [@finallyfoolin](/creator/undefined) [@capexandchill](/creator/undefined) [@thezackzhu](/creator/undefined) [@samsolid57](/creator/undefined) [@wisemancap](/creator/undefined) [@gabgrowth](/creator/undefined) [@szczypkatom](/creator/undefined) [@minnvestor](/creator/undefined) [@buccocapital](/creator/undefined) [@noahpetey](/creator/undefined) [@oxytwits](/creator/undefined) [@bennystonks](/creator/undefined) [@jim_knopf_95](/creator/undefined) **Top assets mentioned** [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Zscaler Inc (ZS)](/topic/$zs) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Sea Limited (SE)](/topic/$se) [Snowflake, Inc. (SNOW)](/topic/$snow) [Datadog Inc (DDOG)](/topic/$ddog) [Cloudflare, Inc. (NET)](/topic/$net) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Applovin Corporation (APP)](/topic/$app) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Oracle Corporation (ORCL)](/topic/$orcl) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Helium IOT (IOT)](/topic/$iot) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [UnitedHealth Group (UNH)](/topic/$unh) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last XX hours "Wild stat: get ready for this one Aside from $Uber who had extremely negative margins back then in free money period (still only have XX% GM) To the best of knowledge $NU has hit 14B TTM revenue before any other company in public company history. $NU has hit 14.08B in XX quarters XXXXX years. By far more net income than the other X combined at this scale as well It took $MELI XX years to hit 13.94B revenue. It took $AMZN XX quarters (13.5 years) I repeat the fastest ever except for anomaly uber whos revenues were low value We are witnessing one of the top companies in history" [X Link](https://x.com/davey_juice/status/1989271581789417900) 2025-11-14T09:57Z 6726 followers, 50.6K engagements "Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:" [X Link](https://x.com/davey_juice/status/1992802977510543445) 2025-11-24T03:50Z 6726 followers, 19.2K engagements "Portfolio November 21st 2025: Top 9= XXXXX% 15%: $CRWD XX% $RBRK 12%: $MELI 9%: $ZS X% each: $DDOG $NU X% each: $DLO $NET 5%: $APP Other 11= XXXXX% X% each: $CRDO $NVDA $AMD X% each: $SE X% each: $TSM $AXON $ALAB $GLBE $SNOW $OUST Total after subtracting margin: $557763.24" [X Link](https://x.com/davey_juice/status/1992074698407264642) 2025-11-22T03:36Z 6725 followers, 19.2K engagements "Portfolio Thanksgiving 2025: Top 11= XXXXX% 15%: $CRWD XX% $RBRK 13%: $MELI 8%: $NU $ZS X% each: $DDOG X% each: $NET 5%: $APP $DLO X% each: $CRDO $NVDA Other 8= XXXXX% 3%: $AMD 2%: $SE $TSM X% each: $ALAB $GLBE $AXON $OUST $SNOW Total after subtracting margin: $585689.89" [X Link](https://x.com/davey_juice/status/1993846743079760381) 2025-11-27T00:58Z 6725 followers, 13.1K engagements "@TheHimalayanYak Up to each person I don't think $snow responsible enough w money and $zs growth looks muted $crwd would be hardest hold" [X Link](https://x.com/davey_juice/status/1997320982634057755) 2025-12-06T15:03Z 6725 followers, XXX engagements "$crdo touched the XX MA today and bounced. I added right above the 50MA. If this doesnt hold i will look for support at 123/115 based on fib retracement/100EMA" [X Link](https://x.com/davey_juice/status/1975606407782408407) 2025-10-07T16:57Z 6708 followers, 1790 engagements "$crdo best my estimates at the midpoint by 4m Only 4m$ away from high end of my estimates as well You are welcome for the free alpha $crdo beat analyst estimates by more than most companies grow revenue in X years. Analysts still sleeping on future estimates I've been adamant about this one having estimates way too low for a while" [X Link](https://x.com/davey_juice/status/1995865696731910379) 2025-12-02T14:40Z 6717 followers, 4108 engagements "$rbrk earnings today" [X Link](https://x.com/davey_juice/status/1996585032765366495) 2025-12-04T14:19Z 6709 followers, 2219 engagements "$rbrk surpassed my top end estimates by 4m. Beat analysts estimates by XXX% and my top end by XXX% Gross margin FCF and EPS massive best as well I encourage all the haters to keep hating on this one. About a XX% position last I looked It's too much winning" [X Link](https://x.com/davey_juice/status/1996692016466706604) 2025-12-04T21:24Z 6711 followers, 20K engagements "$rbrk trading near $XX up XX% pre market $XXX stock if market holds up in next few weeks/months" [X Link](https://x.com/davey_juice/status/1996946246200688818) 2025-12-05T14:14Z 6708 followers, 2533 engagements "$rbrk now my number X position" [X Link](https://x.com/davey_juice/status/1996967553122324949) 2025-12-05T15:39Z 6710 followers, 3904 engagements "Not all that surprising here. $cflt" [X Link](https://x.com/davey_juice/status/1975786760367186100) 2025-10-08T04:54Z 6719 followers, 1699 engagements "After graduating from Indian Institute of Technology Kharagpur Bipul Sinha decided to move to the United States because his family was in bad financial condition still which made earning more urgent. He took a software engineering job in Atlanta with American Megatrends a company specialising in PC hardware and firmware. He then joined $orcl where he worked for about nine years and rose to a senior level position During his time in engineering/architecture roles Sinha says he held more than XX patents in distributed computing" [X Link](https://x.com/davey_juice/status/1984568220968255838) 2025-11-01T10:28Z 6722 followers, XXX engagements "$RBRK will pass $MNDY in annualized revenues this quarter. May pass $IOT by 2027 (22B market cap) who has significantly lower gross margins vs 14B $RBRK" [X Link](https://x.com/davey_juice/status/1989218414330830893) 2025-11-14T06:26Z 6720 followers, 1311 engagements "Was booking my accomadtion via $bkng after checking every other possible platform and confirming it was once again cheapest As Im checking out they offer me their CC with X% travel credit on all flights and hotels booked via booking Free $XXX after hitting like $1500 spending in XX days. X% back on all money spent while away And more Sign me up coach" [X Link](https://x.com/davey_juice/status/1991423032523387323) 2025-11-20T08:27Z 6722 followers, 4935 engagements "These were the days man A 1$ stock improvement PT = XX% upside $NU has proven to WS a lot and will continue to do so" [X Link](https://x.com/davey_juice/status/1993991338321232158) 2025-11-27T10:32Z 6718 followers, 2425 engagements "$NU will be worth 26$ in about 15-21 months imo" [X Link](https://x.com/davey_juice/status/1993992277417476488) 2025-11-27T10:36Z 6718 followers, 3071 engagements "$zs up XX% from this tweet less than X months ago. I remember being on a bus from BH to Rio for X hours this day and buying $zs and $ddog as they crashed. I had plenty of time to focus that day" [X Link](https://x.com/davey_juice/status/1935527469970293206) 2025-06-19T02:38Z 6722 followers, 1538 engagements "@samsolid57 Im talking from a pov of XX% $crwd allocation X% $net and less than X% $rbrk important to keep in mind I may look differently if allocations were different" [X Link](https://x.com/davey_juice/status/1936173371235967002) 2025-06-20T21:24Z 6722 followers, XXX engagements "$kvyo is an interesting company. 8B market cap expected to end year at 1.324B annualized. 6x 2025 sales" [X Link](https://x.com/davey_juice/status/1986354819343523850) 2025-11-06T08:47Z 6723 followers, 2112 engagements "$zs actually finally put up a half decent quarter and its down. Funny how things work Expectations is a bitch" [X Link](https://x.com/davey_juice/status/1993437741842153937) 2025-11-25T21:52Z 6722 followers, 1250 engagements "$ZS X% sequential guide for next quarter after beating by only X% Say they beat by X% hittting 814M. Only XXX% q/q guide if you factor in same beat as this q next q. No wonder stock sold off. High multiple aint free" [X Link](https://x.com/davey_juice/status/1993515500870287678) 2025-11-26T03:01Z 6722 followers, 3715 engagements "I think $abnb now will be similar to $duol in X years. Everyone loved them to ignored. Not sure which is the structural better company but neither meet my requirements" [X Link](https://x.com/davey_juice/status/1993988094924648868) 2025-11-27T10:19Z 6722 followers, 1376 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) 2025-10-11T09:49Z 6725 followers, 2302 engagements "De-leverage day Down to 7-8ish % margin Just trimmed some shares and also exited fully from $snow after many years. Sold my last XX shares. I had sold XXX or so shares between 220-280 recently as I don't see any gaap improvement and growth didn't accel q/q Made somewhere between 70-80% on it I'll calculate it later on exactly. Tbh overall dissatisfied with my investment and use of capital here. Moving on" [X Link](https://x.com/davey_juice/status/1997039725862130069) 2025-12-05T20:25Z 6725 followers, 3500 engagements "Dude $asml has a moat fatter than a latinas bum. 80x p.e for X% growth is deserved" [X Link](https://x.com/davey_juice/status/1997611920988541089) 2025-12-07T10:19Z 6725 followers, 10.5K engagements "2 years of nice gains that Berkshire has 1/3 of their money on the sidelines for. Irrelevant company other than for boomers parking unrealized gains" [X Link](https://x.com/davey_juice/status/1997777308284051660) 2025-12-07T21:16Z 6725 followers, 2364 engagements "Added to $se XXXXX $meli 2056 Most attractive names in my portfolio ATM imo. De-leveraged overall net worth though after trimming Abit of higher cost basis shares on $rbrk at 92.xx only because I used a lot of margin on this one and as stock pushes near XXX feel de-leveraging is the move bc it will give me buying power if it's a fake break out up. Somewhere between 16-21% of account still. Hard to tell exactly without excel or too many calculations but def in that range Still 12k$ larger than next position. Margin down to 6-7% Will continue to de leverage as I continue to find opportunities" [X Link](https://x.com/davey_juice/status/1998415286349812179) 2025-12-09T15:31Z 6726 followers, 5322 engagements "I wouldn't touch this sector with a XX foot pole. I don't think you should either" [X Link](https://x.com/davey_juice/status/1997454468326268954) 2025-12-06T23:53Z 6725 followers, 37.2K engagements "Are $se and $meli going out of business Lol" [X Link](https://x.com/davey_juice/status/1998425180360802321) 2025-12-09T16:11Z 6725 followers, 2109 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@davey_juice Frank Slootman’s Abandoned Projects
Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +652%
- X Year XXXXXXXXX +70%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +533%
- X Year XXXXX +89%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +8.20%
- X Months XXXXX +66%
- X Year XXXXX +76%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% social networks XXXX%
Social topic influence $rbrk #2, $zs #5, $nu #8, $meli #5, money 4.21%, $crwd #7, $crdo #31, $se #2, $snow #6, $ddog #4
Top accounts mentioned or mentioned by @thomasthedeal @thehimalayanyak @stockmarketnerd @dinodaninvests @kreizjordy @daveyjuice @adyen @finallyfoolin @capexandchill @thezackzhu @samsolid57 @wisemancap @gabgrowth @szczypkatom @minnvestor @buccocapital @noahpetey @oxytwits @bennystonks @jim_knopf_95
Top assets mentioned Rubrik, Inc. (RBRK) Zscaler Inc (ZS) NuCypher (NU) MercadoLibre Inc (MELI) Crowdstrike Holdings Inc (CRWD) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Sea Limited (SE) Snowflake, Inc. (SNOW) Datadog Inc (DDOG) Cloudflare, Inc. (NET) Astera Labs, Inc. Common Stock (ALAB) DLocal Limited Class A Common Shares (DLO) NVIDIA Corp. (NVDA) Global-E Online Ltd. Ordinary Shares (GLBE) Axon Enterprise, Inc. (AXON) Applovin Corporation (APP) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Klaviyo, Inc. (KVYO) Uber Technologies, Inc. (UBER) Confluent, Inc. Class A Common Stock (CFLT) Oracle Corporation (ORCL) monday.com Ltd. Ordinary Shares (MNDY) Helium IOT (IOT) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Duolingo, Inc. Class A Common Stock (DUOL) Berkshire Hathaway Inc. (BRK.A) Eli Lilly and Company (LLY) UnitedHealth Group (UNH) TransMedics Group, Inc. Common Stock (TMDX) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last XX hours
"Wild stat: get ready for this one Aside from $Uber who had extremely negative margins back then in free money period (still only have XX% GM) To the best of knowledge $NU has hit 14B TTM revenue before any other company in public company history. $NU has hit 14.08B in XX quarters XXXXX years. By far more net income than the other X combined at this scale as well It took $MELI XX years to hit 13.94B revenue. It took $AMZN XX quarters (13.5 years) I repeat the fastest ever except for anomaly uber whos revenues were low value We are witnessing one of the top companies in history"
X Link 2025-11-14T09:57Z 6726 followers, 50.6K engagements
"Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:"
X Link 2025-11-24T03:50Z 6726 followers, 19.2K engagements
"Portfolio November 21st 2025: Top 9= XXXXX% 15%: $CRWD XX% $RBRK 12%: $MELI 9%: $ZS X% each: $DDOG $NU X% each: $DLO $NET 5%: $APP Other 11= XXXXX% X% each: $CRDO $NVDA $AMD X% each: $SE X% each: $TSM $AXON $ALAB $GLBE $SNOW $OUST Total after subtracting margin: $557763.24"
X Link 2025-11-22T03:36Z 6725 followers, 19.2K engagements
"Portfolio Thanksgiving 2025: Top 11= XXXXX% 15%: $CRWD XX% $RBRK 13%: $MELI 8%: $NU $ZS X% each: $DDOG X% each: $NET 5%: $APP $DLO X% each: $CRDO $NVDA Other 8= XXXXX% 3%: $AMD 2%: $SE $TSM X% each: $ALAB $GLBE $AXON $OUST $SNOW Total after subtracting margin: $585689.89"
X Link 2025-11-27T00:58Z 6725 followers, 13.1K engagements
"@TheHimalayanYak Up to each person I don't think $snow responsible enough w money and $zs growth looks muted $crwd would be hardest hold"
X Link 2025-12-06T15:03Z 6725 followers, XXX engagements
"$crdo touched the XX MA today and bounced. I added right above the 50MA. If this doesnt hold i will look for support at 123/115 based on fib retracement/100EMA"
X Link 2025-10-07T16:57Z 6708 followers, 1790 engagements
"$crdo best my estimates at the midpoint by 4m Only 4m$ away from high end of my estimates as well You are welcome for the free alpha $crdo beat analyst estimates by more than most companies grow revenue in X years. Analysts still sleeping on future estimates I've been adamant about this one having estimates way too low for a while"
X Link 2025-12-02T14:40Z 6717 followers, 4108 engagements
"$rbrk earnings today"
X Link 2025-12-04T14:19Z 6709 followers, 2219 engagements
"$rbrk surpassed my top end estimates by 4m. Beat analysts estimates by XXX% and my top end by XXX% Gross margin FCF and EPS massive best as well I encourage all the haters to keep hating on this one. About a XX% position last I looked It's too much winning"
X Link 2025-12-04T21:24Z 6711 followers, 20K engagements
"$rbrk trading near $XX up XX% pre market $XXX stock if market holds up in next few weeks/months"
X Link 2025-12-05T14:14Z 6708 followers, 2533 engagements
"$rbrk now my number X position"
X Link 2025-12-05T15:39Z 6710 followers, 3904 engagements
"Not all that surprising here. $cflt"
X Link 2025-10-08T04:54Z 6719 followers, 1699 engagements
"After graduating from Indian Institute of Technology Kharagpur Bipul Sinha decided to move to the United States because his family was in bad financial condition still which made earning more urgent. He took a software engineering job in Atlanta with American Megatrends a company specialising in PC hardware and firmware. He then joined $orcl where he worked for about nine years and rose to a senior level position During his time in engineering/architecture roles Sinha says he held more than XX patents in distributed computing"
X Link 2025-11-01T10:28Z 6722 followers, XXX engagements
"$RBRK will pass $MNDY in annualized revenues this quarter. May pass $IOT by 2027 (22B market cap) who has significantly lower gross margins vs 14B $RBRK"
X Link 2025-11-14T06:26Z 6720 followers, 1311 engagements
"Was booking my accomadtion via $bkng after checking every other possible platform and confirming it was once again cheapest As Im checking out they offer me their CC with X% travel credit on all flights and hotels booked via booking Free $XXX after hitting like $1500 spending in XX days. X% back on all money spent while away And more Sign me up coach"
X Link 2025-11-20T08:27Z 6722 followers, 4935 engagements
"These were the days man A 1$ stock improvement PT = XX% upside $NU has proven to WS a lot and will continue to do so"
X Link 2025-11-27T10:32Z 6718 followers, 2425 engagements
"$NU will be worth 26$ in about 15-21 months imo"
X Link 2025-11-27T10:36Z 6718 followers, 3071 engagements
"$zs up XX% from this tweet less than X months ago. I remember being on a bus from BH to Rio for X hours this day and buying $zs and $ddog as they crashed. I had plenty of time to focus that day"
X Link 2025-06-19T02:38Z 6722 followers, 1538 engagements
"@samsolid57 Im talking from a pov of XX% $crwd allocation X% $net and less than X% $rbrk important to keep in mind I may look differently if allocations were different"
X Link 2025-06-20T21:24Z 6722 followers, XXX engagements
"$kvyo is an interesting company. 8B market cap expected to end year at 1.324B annualized. 6x 2025 sales"
X Link 2025-11-06T08:47Z 6723 followers, 2112 engagements
"$zs actually finally put up a half decent quarter and its down. Funny how things work Expectations is a bitch"
X Link 2025-11-25T21:52Z 6722 followers, 1250 engagements
"$ZS X% sequential guide for next quarter after beating by only X% Say they beat by X% hittting 814M. Only XXX% q/q guide if you factor in same beat as this q next q. No wonder stock sold off. High multiple aint free"
X Link 2025-11-26T03:01Z 6722 followers, 3715 engagements
"I think $abnb now will be similar to $duol in X years. Everyone loved them to ignored. Not sure which is the structural better company but neither meet my requirements"
X Link 2025-11-27T10:19Z 6722 followers, 1376 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 2025-10-11T09:49Z 6725 followers, 2302 engagements
"De-leverage day Down to 7-8ish % margin Just trimmed some shares and also exited fully from $snow after many years. Sold my last XX shares. I had sold XXX or so shares between 220-280 recently as I don't see any gaap improvement and growth didn't accel q/q Made somewhere between 70-80% on it I'll calculate it later on exactly. Tbh overall dissatisfied with my investment and use of capital here. Moving on"
X Link 2025-12-05T20:25Z 6725 followers, 3500 engagements
"Dude $asml has a moat fatter than a latinas bum. 80x p.e for X% growth is deserved"
X Link 2025-12-07T10:19Z 6725 followers, 10.5K engagements
"2 years of nice gains that Berkshire has 1/3 of their money on the sidelines for. Irrelevant company other than for boomers parking unrealized gains"
X Link 2025-12-07T21:16Z 6725 followers, 2364 engagements
"Added to $se XXXXX $meli 2056 Most attractive names in my portfolio ATM imo. De-leveraged overall net worth though after trimming Abit of higher cost basis shares on $rbrk at 92.xx only because I used a lot of margin on this one and as stock pushes near XXX feel de-leveraging is the move bc it will give me buying power if it's a fake break out up. Somewhere between 16-21% of account still. Hard to tell exactly without excel or too many calculations but def in that range Still 12k$ larger than next position. Margin down to 6-7% Will continue to de leverage as I continue to find opportunities"
X Link 2025-12-09T15:31Z 6726 followers, 5322 engagements
"I wouldn't touch this sector with a XX foot pole. I don't think you should either"
X Link 2025-12-06T23:53Z 6725 followers, 37.2K engagements
"Are $se and $meli going out of business Lol"
X Link 2025-12-09T16:11Z 6725 followers, 2109 engagements