# ![@dcurras1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1363880522355793924.png) @dcurras1 Nikotes

Nikotes posts on X about ai, $csu, $cdns, business the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1363880522355793924/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [------] +20%
- [--] Months [-------] +306%
- [--] Year [-------] +329%

### Mentions: [--] [#](/creator/twitter::1363880522355793924/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:posts_active.svg)

- [--] Week [--] -52%
- [--] Month [--] +109%
- [--] Months [---] +26%
- [--] Year [---] +43%

### Followers: [---] [#](/creator/twitter::1363880522355793924/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:followers.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +7.20%
- [--] Months [---] +80%
- [--] Year [---] +322%

### CreatorRank: [-------] [#](/creator/twitter::1363880522355793924/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31% [finance](/list/finance)  28% [technology brands](/list/technology-brands)  14% [cryptocurrencies](/list/cryptocurrencies)  7% [countries](/list/countries)  7% [luxury brands](/list/luxury-brands)  4% [fashion brands](/list/fashion-brands)  4% [currencies](/list/currencies)  2% [financial services](/list/financial-services)  1% [vc firms](/list/vc-firms)  1%

**Social topic influence**
[ai](/topic/ai) 21%, [$csu](/topic/$csu) #3, [$cdns](/topic/$cdns) #26, [business](/topic/business) 9%, [$csuto](/topic/$csuto) 8%, [$jdg](/topic/$jdg) 8%, [stocks](/topic/stocks) #2162, [$bcmi](/topic/$bcmi) 6%, [hidden](/topic/hidden) 6%, [gems](/topic/gems) 6%

**Top accounts mentioned or mentioned by**
[@renesellmann](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@valueinves12771](/creator/undefined) [@kairospraxis](/creator/undefined) [@arneulland](/creator/undefined) [@adrivalue](/creator/undefined) [@ikkenospes](/creator/undefined) [@gavinsbaker](/creator/undefined) [@rja907](/creator/undefined) [@bizalmanac](/creator/undefined) [@dwlz](/creator/undefined) [@manuinvests](/creator/undefined) [@manuelfr99](/creator/undefined) [@anomalyinvest](/creator/undefined) [@agnombela](/creator/undefined) [@andrewdopaco1](/creator/undefined) [@berkelkip](/creator/undefined) [@atelicinvest](/creator/undefined) [@chatsbc](/creator/undefined) [@techfundies](/creator/undefined)

**Top assets mentioned**
[Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Heima (HEI)](/topic/$hei) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HEICO CORP CL A (HEI.A)](/topic/$heia) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Brunswick Corporation (BC)](/topic/$bc) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MercadoLibre Inc (MELI)](/topic/$meli) [Synopsys, Inc. (SNPS)](/topic/$snps) [KLA Corp (KLAC)](/topic/$klac) [monday.com Ltd. (MNDY)](/topic/$mndy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HEI $HEI.A A big winner of AI data centers in Space (when it becomes a thing). 🤫 This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The https://t.co/099zErPlGP This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google"  
[X Link](https://x.com/dcurras1/status/2002122535186673949)  2025-12-19T21:03Z [---] followers, [---] engagements


"$SNPS catching up to $CDNS short term. These two are winners long-term"  
[X Link](https://x.com/dcurras1/status/2008268198123360364)  2026-01-05T20:03Z [---] followers, [---] engagements


"$HEI.A $HEI Best-in-class stuff. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"  
[X Link](https://x.com/dcurras1/status/2011832005831643306)  2026-01-15T16:05Z [---] followers, [----] engagements


"Working on my next Deep Dive Brief: $CDNS The next frontier Physical AI systems"  
[X Link](https://x.com/dcurras1/status/2012607386603708744)  2026-01-17T19:26Z [---] followers, [----] engagements


"Digging into $CDNS for my next buy the SaaS-mageddon thesis and wow. I knew their EDA + HW + IP ecosystem was moaty. Didnt really appreciate how sticky and mission critical it really is. Peak VMS moat at its finest. Write-up coming soon. Working on my next Deep Dive Brief: $CDNS The next frontier Physical AI systems. https://t.co/iDXcjNsrXc Working on my next Deep Dive Brief: $CDNS The next frontier Physical AI systems. https://t.co/iDXcjNsrXc"  
[X Link](https://x.com/dcurras1/status/2015389164116512819)  2026-01-25T11:39Z [---] followers, [----] engagements


"Great stuff on $CDNS Valuation aside hard to say which SaaS gets disrupted by AI pretty confident this isnt one of them. More likely a winner. https://t.co/07fs10gVb3 https://t.co/07fs10gVb3"  
[X Link](https://x.com/dcurras1/status/2017333061969395825)  2026-01-30T20:24Z [---] followers, [---] engagements


"$KLAC Primed for a pause IMO KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25 https://t.co/CetQ4xj4l4 KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B"  
[X Link](https://x.com/dcurras1/status/2017626646866440599)  2026-01-31T15:50Z [---] followers, [---] engagements


"Another great take on $CSU and AI. @rja907 is on fire lately 😉 Love this quote from Leonard in [----]. Gotta love it as a shareholder 🙌 Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty https://t.co/PaYe1eKxJ9 Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome"  
[X Link](https://x.com/dcurras1/status/2017915857737806224)  2026-02-01T11:00Z [---] followers, [----] engagements


"Getting ready for next week. $CDNS Digging into $CDNS for my next buy the SaaS-mageddon thesis and wow. I knew their EDA + HW + IP ecosystem was moaty. Didnt really appreciate how sticky and mission critical it really is. Peak VMS moat at its finest. Write-up coming soon. https://t.co/vCHVg7jSla Digging into $CDNS for my next buy the SaaS-mageddon thesis and wow. I knew their EDA + HW + IP ecosystem was moaty. Didnt really appreciate how sticky and mission critical it really is. Peak VMS moat at its finest. Write-up coming soon. https://t.co/vCHVg7jSla"  
[X Link](https://x.com/dcurras1/status/2017968754596979068)  2026-02-01T14:30Z [---] followers, [---] engagements


"Thoma Bravo. For context: a software-focused private equity firm cc: $CSU You are welcome. Looks like SaaS is seeing some strength. This from Thoma Bravos software book. +22% Y/Y and accelerating $IGV $MNDY https://t.co/bAAPpjF7Mx Looks like SaaS is seeing some strength. This from Thoma Bravos software book. +22% Y/Y and accelerating $IGV $MNDY https://t.co/bAAPpjF7Mx"  
[X Link](https://x.com/dcurras1/status/2019386242010608039)  2026-02-05T12:22Z [---] followers, [----] engagements


"AI arms race = great for innovation rough for hyperscalers balance sheet cash flows and 5-year peace of mind. $GOOG looks best prepared: vertically integrated best-in-class team TPU head start. OpenAI is a joke. Anthropic is impressive but no proven business model (yet)"  
[X Link](https://x.com/dcurras1/status/2019768130512277598)  2026-02-06T13:40Z [---] followers, [---] engagements


"Some interesting thoughts here on $CSU $CSU.TO 👇🏼 Basically: CSU becoming a hybrid operator + activist investor using minority stakes in public software companies to create value apply pressure and eventually acquire. Instead of only doing private M&A. Excellent work on $CSU by @bizalmanac I was short the stock in a bundle of software names as a trade (covered yesterday; you can see my software tweets/thoughts). Don't have much to add beyond what I've already said there. CSU has a fascinating opportunity beyond their current Excellent work on $CSU by @bizalmanac I was short the stock in a"  
[X Link](https://x.com/dcurras1/status/2019811897546326039)  2026-02-06T16:34Z [---] followers, [----] engagements


"Best businesses live in niches. The semi industry as a whole isnt a niche even less so back in the INTC/IBM/TXN days. But its been rebuilt into highly specialized high-margin strategic segments. Thats where best [--] year returns come from. Applies across other industries"  
[X Link](https://x.com/dcurras1/status/2019885564665749521)  2026-02-06T21:27Z [---] followers, [---] engagements


"Time for some 'astrology for men'. $CSU $CSU.TO Stuff you see at the bottom: - multi-year support (2021-2023) - biggest volume since Covid - Sellers still in control but momentum looks like waning (is it ) Well see weve had a few bottoms already in the last [--] months 😄"  
[X Link](https://x.com/dcurras1/status/2020221613287838057)  2026-02-07T19:42Z [---] followers, [----] engagements


"$LMN.V Back around IPO day highs highest volume since listing and sellers still showing up. The seller though"  
[X Link](https://x.com/dcurras1/status/2020225635449438441)  2026-02-07T19:58Z [---] followers, [----] engagements


"Shared this a few days ago but resharing for my mental capital gains 🧘♂ 💸 Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect: Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect:"  
[X Link](https://x.com/dcurras1/status/2020598090735186412)  2026-02-08T20:38Z [---] followers, [---] engagements


"The Buyers last few days 👀 $CSU $CSU.TO Time for some 'astrology for men'. $CSU $CSU.TO Stuff you see at the bottom: - multi-year support (2021-2023) - biggest volume since Covid - Sellers still in control but momentum looks like waning (is it ) Well see weve had a few bottoms already in the last [--] months 😄 https://t.co/NsJ1jHzeHW Time for some 'astrology for men'. $CSU $CSU.TO Stuff you see at the bottom: - multi-year support (2021-2023) - biggest volume since Covid - Sellers still in control but momentum looks like waning (is it ) Well see weve had a few bottoms already in the last 6"  
[X Link](https://x.com/dcurras1/status/2020924456902766760)  2026-02-09T18:15Z [---] followers, [----] engagements


"Good looking Swedish serial acquirers 👀 $LAGR.ST You also got and in a similar fashion taking a dip these days. http://LIFCO.ST http://ADDT.ST Lagercrantz 21% cash-on-cash returns L10Yrs. 💪 Investments nearly all acquisitions as expected. And too many dividends. Part of the plan unfortunately. https://t.co/KOdhKY6A9y http://LIFCO.ST http://ADDT.ST Lagercrantz 21% cash-on-cash returns L10Yrs. 💪 Investments nearly all acquisitions as expected. And too many dividends. Part of the plan unfortunately. https://t.co/KOdhKY6A9y"  
[X Link](https://x.com/dcurras1/status/2014071618499211362)  2026-01-21T20:24Z [---] followers, [----] engagements


"Removing the paywall for [--] weeks. My $CDNS deep dive brief from [--] days ago is free to read. Enjoy 🔗 Full article in bio. Moaty software businesses are rare especially in this SaaS-mageddon. Heres one: VMS DNA + hardware + IP lock-in. A full AI driven design platform selling into arguably the best industry ever: semiconductors. My deep dive on $CDNS is ready. 🔗 Full piece in bio https://t.co/jCuMWHNZYy Moaty software businesses are rare especially in this SaaS-mageddon. Heres one: VMS DNA + hardware + IP lock-in. A full AI driven design platform selling into arguably the best industry ever:"  
[X Link](https://x.com/dcurras1/status/2022298721405325808)  2026-02-13T13:16Z [---] followers, [---] engagements


"RT @dwlz: As AI company valuations are skyrocketing and "traditional" software company valuations are being trashed can someone explain th"  
[X Link](https://x.com/dcurras1/status/2022371234529333431)  2026-02-13T18:04Z [---] followers, [--] engagements


"RT @ManuInvests: Chuck Akre agrees in his latest letter regarding AI and SaaS selloff. "Most of the AI we read about are tools and agents"  
[X Link](https://x.com/dcurras1/status/2022372060408803551)  2026-02-13T18:07Z [---] followers, [--] engagements


"Imagine Topicus employees being required to buy shares with their salary under this proposed Dutch regulation. True bear case for $TOI.V The f**ck https://t.co/KjQAVXhN1w The f**ck https://t.co/KjQAVXhN1w"  
[X Link](https://x.com/dcurras1/status/2022383885225726168)  2026-02-13T18:54Z [---] followers, [----] engagements


"RT @manuelfr99: Imaginaos el humor de los que vivimos y pagamos impuestos en Holanda Parece que se han firmado enmiendas a la ley para que"  
[X Link](https://x.com/anyuser/status/2022733177761206680)  2026-02-14T18:02Z [---] followers, [--] engagements


"@ReneSellmann Unrealized capital gains tax hits businesses on paper valuations. Forces early selling breaks buy-and-hold incentives raise WACC lowers funding & valuations. Longer term this affects projects innovation and growth. To me this is a slow drain on wealth & prosperity"  
[X Link](https://x.com/dcurras1/status/2022781433224278133)  2026-02-14T21:14Z [---] followers, [---] engagements


"@ReneSellmann Not worried about ASML's NL shareholder base. I also think it should be pretty small % wise. More concerned about the precedent in NL. Capital gets more cautious when long-duration wealth creation is penalized"  
[X Link](https://x.com/dcurras1/status/2022978087999132025)  2026-02-15T10:15Z [---] followers, [--] engagements


"Funny how some European VMS serial acquirers havent been SaaS-acred like $CSU and family. Feels like American algos need a Claude Code tweak. Plenty of software-ready-to-zero getting overlooked out there"  
[X Link](https://x.com/dcurras1/status/2020059553480552752)  2026-02-07T08:58Z [---] followers, [----] engagements


"Added a few small caps to the watchlist within the Portfolio Corner this weekend. Hunting ground: North America (Canada and US) Australia Nordics and East EU 👀"  
[X Link](https://x.com/dcurras1/status/2020179401262977036)  2026-02-07T16:54Z [---] followers, [----] engagements


"The f**ck NETHERLANDS TO TAX UNREALIZED BITCOIN GAINS Netherlands is moving toward taxing unrealized capital gains on bitcoin stocks bonds and other assets after parliament voted to overhaul annual income tax filings. Under the new system investors will owe tax each year based on https://t.co/NgL2ztx0jH NETHERLANDS TO TAX UNREALIZED BITCOIN GAINS Netherlands is moving toward taxing unrealized capital gains on bitcoin stocks bonds and other assets after parliament voted to overhaul annual income tax filings. Under the new system investors will owe tax each year based on https://t.co/NgL2ztx0jH"  
[X Link](https://x.com/dcurras1/status/2022079656741265811)  2026-02-12T22:45Z [---] followers, [----] engagements


"+3 to the watchlist: Canadian micro-cap serial acquirer Israeli small-cap (digital forensics AXON-esque but less proven) An 'old' high-growth SaaS weathering SaaS-mageddon like a champ. Seen as an agentic world winner. 🔗 Watchlist in the Portfolio Corner (Substack). Added a few small caps to the watchlist within the Portfolio Corner this weekend. Hunting ground: North America (Canada and US) Australia Nordics and East EU 👀 Added a few small caps to the watchlist within the Portfolio Corner this weekend. Hunting ground: North America (Canada and US) Australia Nordics and East EU 👀"  
[X Link](https://x.com/dcurras1/status/2022268571091378513)  2026-02-13T11:16Z [---] followers, [---] engagements


"Melancholic already this man was something else 🧙♂ 🥺 Mark Leonard almost never speaks publicly. When he does you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off and it will inevitably https://t.co/KffabhhTwI Mark Leonard almost never speaks publicly. When he does you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity"  
[X Link](https://x.com/dcurras1/status/2022316188152258746)  2026-02-13T14:25Z [---] followers, [----] engagements


"Underappreciated angle: Topicus as a cybersec lever for EU governance + US CSP independence 🤫 $TOI.V VNG partners with Topicus Security to strengthen local government cyber resilience Local governments in the are taking a step forward in enhancing their cyber resilience. To address this the Association of Netherlands Municipalities (VNG) issued a large-scale tender. https://t.co/z8Gkg8nRLv $TOI.V VNG partners with Topicus Security to strengthen local government cyber resilience Local governments in the are taking a step forward in enhancing their cyber resilience. To address this the"  
[X Link](https://x.com/dcurras1/status/2022413134728958420)  2026-02-13T20:50Z [---] followers, [---] engagements


"Incentives drive performance in any for-profit org. Policies like this in NL risk killing that alignment. Sad to see this even proposed. @Valueinves12771 Whats the incentive for Topicus employees (many based in NL) to 'buy & hold' stock under a policy like this Long-term alignment drives long-term success. See $CSU for [--] years. @Valueinves12771 Whats the incentive for Topicus employees (many based in NL) to 'buy & hold' stock under a policy like this Long-term alignment drives long-term success. See $CSU for [--] years"  
[X Link](https://x.com/dcurras1/status/2022748429546295637)  2026-02-14T19:03Z [---] followers, [---] engagements


"@Anomaly_Invest See my answer from another thread: https://x.com/dcurras1/status/2022774912562131177s=20 @Anomaly_Invest @ReneSellmann Long-term downside is clear especially for Topicus given its 'buy & hold' incentive model. Management could adjust incentives for NL employees of course but this policy raises broader country-level investment concerns if it passes in [----]. https://x.com/dcurras1/status/2022774912562131177s=20 @Anomaly_Invest @ReneSellmann Long-term downside is clear especially for Topicus given its 'buy & hold' incentive model. Management could adjust incentives for NL"  
[X Link](https://x.com/dcurras1/status/2022778971650232356)  2026-02-14T21:04Z [---] followers, [---] engagements


"Moaty software businesses are rare especially in this SaaS-mageddon. Heres one: VMS DNA + hardware + IP lock-in. A full AI driven design platform selling into arguably the best industry ever: semiconductors. My deep dive on $CDNS is ready. 🔗 Full piece in bio"  
[X Link](https://x.com/dcurras1/status/2020117046382440553)  2026-02-07T12:46Z [---] followers, [----] engagements


"Long time no see $NET My first Deep Dive Brief at Expanse Stocks is back on the watchlist. Earnings dropped this week; heres my digest from the report + call. Plenty to unpack on this SaaS infra beast. @KairosPraxis you might find this interesting 🔗 Full article in bio"  
[X Link](https://x.com/dcurras1/status/2022296288713130447)  2026-02-13T13:06Z [---] followers, [---] engagements


"on $TOI.V vs $LMN.V I agree. @AGNombela Yo personalmente prefiero TOI (como complemento a CSU claro). La aproximacin de orgnicos acumulndose a lo largo de los aos a mi modo de ver incluso mejora la de la mam. Y no me gusta estar expuesto a un sector concreto q adems pinta que va a tener vientos en contra. @AGNombela Yo personalmente prefiero TOI (como complemento a CSU claro). La aproximacin de orgnicos acumulndose a lo largo de los aos a mi modo de ver incluso mejora la de la mam. Y no me gusta estar expuesto a un sector concreto q adems pinta que va a tener vientos en contra"  
[X Link](https://x.com/dcurras1/status/2022307853856280606)  2026-02-13T13:52Z [---] followers, [---] engagements


"$TOI.V to release its Q4 [----] results on Feb [--] [----] All eyes on organic growth"  
[X Link](https://x.com/dcurras1/status/2022602883905245614)  2026-02-14T09:24Z [---] followers, [----] engagements


"Bear case for $TOI.V and $ASML (especially TOI given incentives). Reconsidering my weightings in NL-based equities sad. Un impuesto sobre plusvalas no realizadas como el que quiere establecer el gobierno holands penaliza especialmente a tecnolgicas y proyectos de larga duracin porque tributan sobre valoraciones no sobre caja real generada. Eso obliga a vender antes de tiempo o a aportar Un impuesto sobre plusvalas no realizadas como el que quiere establecer el gobierno holands penaliza especialmente a tecnolgicas y proyectos de larga duracin porque tributan sobre valoraciones no sobre caja"  
[X Link](https://x.com/dcurras1/status/2022739213397979249)  2026-02-14T18:26Z [---] followers, [----] engagements


"@Valueinves12771 Whats the incentive for Topicus employees (many based in NL) to 'buy & hold' stock under a policy like this Long-term alignment drives long-term success. See $CSU for [--] years"  
[X Link](https://x.com/dcurras1/status/2022746835320701037)  2026-02-14T18:56Z [---] followers, [---] engagements


"As dumb as it gets"  
[X Link](https://x.com/dcurras1/status/2022816915878547931)  2026-02-14T23:35Z [---] followers, [----] engagements


"This flew under the hood. $CSU acquiring an industrial solutions company (non-software) recently. Good catch. @AndrewDoPaco1 @BerkelKip @atelicinvest https://t.co/85MFg18k1i Last Companies House filing: Last filing: https://t.co/02Hy4k9qF1 @AndrewDoPaco1 @BerkelKip @atelicinvest https://t.co/85MFg18k1i Last Companies House filing: Last filing: https://t.co/02Hy4k9qF1"  
[X Link](https://x.com/dcurras1/status/2023015698507997209)  2026-02-15T12:45Z [---] followers, [----] engagements


"@ArneUlland @ReneSellmann Thanks Arne. Didnt realize Norway had something similar. I assume companies like Topicus will find workarounds to preserve incentive alignment (e.g. holding equity via corporate vehicles). Still a shock coming from a country where unrealized gains arent taxed *yet*"  
[X Link](https://x.com/dcurras1/status/2023082802863116773)  2026-02-15T17:11Z [---] followers, [--] engagements


"👀 👀 Same. On the list for tomorrow morning 🎧 Great find. $CSU I'm feeling like an absolute clown for not knowing that AI leaders at Raia AI ( $CSU owned ) have a podcast and have talked a lot about how Constellation is already using AI: - Lee Dickson (Director at Raia AI): https://t.co/N0in3S4gj6 - Rich Swier (Founder of Raia AI): I'm feeling like an absolute clown for not knowing that AI leaders at Raia AI ( $CSU owned ) have a podcast and have talked a lot about how Constellation is already using AI: - Lee Dickson (Director at Raia AI): https://t.co/N0in3S4gj6 - Rich Swier (Founder of"  
[X Link](https://x.com/dcurras1/status/2023161005254021228)  2026-02-15T22:22Z [---] followers, [----] engagements


"RT @chat_SBC: Why isnt $TDG a zero - Saas bears if they covered aero"  
[X Link](https://x.com/dcurras1/status/2015073168021418106)  2026-01-24T14:44Z [---] followers, [--] engagements


"RT @TechFundies: @A16Z put out an interesting slide deck on the AI market. I love how everyone is publishing more research / perspective -"  
[X Link](https://x.com/dcurras1/status/2015100452379967733)  2026-01-24T16:32Z [---] followers, [--] engagements


"So: "SaaS customers doubling down on incumbents happily paying for AI add-ons not in-housing anything not cutting vendors or dev seats. Speed rebuilding. Outsource the pain ship the product." Can we now get a rational market ST don't think so. In time me thinks yes. @k3ithmccullough Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it time to market is critical and want to focus internal developer resources on driving revenue and core business forward not rebuilding 3p apps @k3ithmccullough Basically the"  
[X Link](https://x.com/dcurras1/status/2015113981447270892)  2026-01-24T17:26Z [---] followers, [---] engagements


"RT @akhenosiris: $AMZN Good find by MBI extracted text from the LinkedIn post: Ian Simpson SVP Innovation & Strategy at Sensor Tower"  
[X Link](https://x.com/dcurras1/status/2015413749532766408)  2026-01-25T13:17Z [---] followers, [--] engagements


"AI Supercycle keeps building up 👀 Clawd Bot feels like the "ChatGPT moment" for personal assistant AI and it's about to add to the already high demand for RAM and CPUs on top of API AI data center usage. We are already in short supply in terms of memory GPUs CPUs and advanced packaging and here comes a Clawd Bot feels like the "ChatGPT moment" for personal assistant AI and it's about to add to the already high demand for RAM and CPUs on top of API AI data center usage. We are already in short supply in terms of memory GPUs CPUs and advanced packaging and here comes a"  
[X Link](https://x.com/dcurras1/status/2015462853906501644)  2026-01-25T16:32Z [---] followers, [---] engagements


"Key. @Speedwell_LLC Because they know how to fix things. Would be a disaster for most other companies. Don't try at home. @Speedwell_LLC Because they know how to fix things. Would be a disaster for most other companies. Don't try at home"  
[X Link](https://x.com/dcurras1/status/2015468245675852093)  2026-01-25T16:54Z [---] followers, [---] engagements


"RT @dcurras1: Digging into $CDNS for my next buy the SaaS-mageddon thesis and wow. I knew their EDA + HW + IP ecosystem was moaty. Didn"  
[X Link](https://x.com/dcurras1/status/2015490823442346125)  2026-01-25T18:23Z [---] followers, [--] engagements


"Interesting list. Emerging Markets Quality Stocks Airtel Africa Prudential PLC Helios Tower Discovery limited MTN Group Sanlam Shoprite Vodacom Clicks Allegro AMBRA Asseco Poland Auto Partner Oponeo PZU Synektik Toya Text I firma Alibaba Emerging Markets Quality Stocks Airtel Africa Prudential PLC Helios Tower Discovery limited MTN Group Sanlam Shoprite Vodacom Clicks Allegro AMBRA Asseco Poland Auto Partner Oponeo PZU Synektik Toya Text I firma Alibaba"  
[X Link](https://x.com/dcurras1/status/2015548170827165713)  2026-01-25T22:11Z [---] followers, [---] engagements


"RT @adrivalue: $CSU.TO 📢 Significant acquisition 📢 Harris buys GlobalMeet a Zoom-like webcasting app (Yay 😂) Pivotal Group a PE firm"  
[X Link](https://x.com/dcurras1/status/2015809216913559703)  2026-01-26T15:29Z [---] followers, [--] engagements


"RT @KairosPraxis: @adrivalue What a great moat - compliance for investor calls"  
[X Link](https://x.com/dcurras1/status/2015871597224096215)  2026-01-26T19:36Z [---] followers, [--] engagements


"Brunello - $BC $BC.MI They have that unspoken Herms $RMS vibe: Family-owned Culture and Vision of True Luxury Timeless 👇 Brunello Cucinelli known as the King of Cashmere runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few key concepts from a decade of shareholder letters interviews and earnings call transcripts 🧵 https://t.co/l3sROIrCll Brunello Cucinelli known as the King of Cashmere runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few key concepts from a decade of shareholder"  
[X Link](https://x.com/dcurras1/status/1849903243645813207)  2024-10-25T19:57Z [---] followers, [---] engagements


"Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued fundamentals or big growth potential. Each has its special edge. $CWAN $BC.MI $TISG"  
[X Link](https://x.com/dcurras1/status/1850964355837542552)  2024-10-28T18:14Z [---] followers, [----] engagements


"Brunello - $BC.MI $BC Family-owned Culture and Vision of True Luxury Timeless. Gives me some Herms vibes. Pick included on my Hidden gems series post 👇🏼. Link to my blog on my profile too. Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued fundamentals or big growth potential. Each has its special edge. $CWAN $BC.MI $TISG https://t.co/E9HAYPaWL2 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile."  
[X Link](https://x.com/dcurras1/status/1850994674003005491)  2024-10-28T20:14Z [---] followers, [---] engagements


"@eToroItalia Looks like a little Herms to me 👀 Published recently my Hidden Gems post of under-the-radar small-to-mid caps. [--] picks with solid business quality undervalued fundamentals or big growth potential. One of then is $BC.MI Here is the link to my post: https://expansestocks.substack.com/p/hidden-gems-first-edition https://expansestocks.substack.com/p/hidden-gems-first-edition"  
[X Link](https://x.com/dcurras1/status/1851016412845719713)  2024-10-28T21:41Z [---] followers, [---] engagements


"3 hidden gems small-mid caps picks 👇🏼 Qualitative fundamentals and growth potential. Each with their special edge. $CWAN $TISG $BC.MI Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued fundamentals or big growth potential. Each has its special edge. $CWAN $BC.MI $TISG https://t.co/E9HAYPaWL2 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality"  
[X Link](https://x.com/dcurras1/status/1851903013302026487)  2024-10-31T08:24Z [---] followers, [---] engagements


"$BC $BC.MI Did you know about Brunello Cucinelli The 6B MC Italian brand with a flair for absolute luxury and a "little Herms" vibe Know more about it + two additional small-mid cap 💎s on my Hidden Gems post at the Expanse Stocks: 🔗 on my Profile"  
[X Link](https://x.com/dcurras1/status/1852797392715698599)  2024-11-02T19:38Z [---] followers, [---] engagements


"$NORBT Q3 a bit light. IMO best is on Q4 outlook & Longer term outlook reiterated + EBITDA margins improvement particularly in Connectivity and PIR. Great company & mgmt 👌"  
[X Link](https://x.com/dcurras1/status/1857038080827347207)  2024-11-14T12:29Z [---] followers, [---] engagements


"Worth a look at some of these picks for [----] 👀 by @Ikkenospes $TOI $SL $MMGR etc. 👇🏼 Just sent out the results I got after I looked into my crystal ball and discovered the best stocks of 2025: $MMGR $LIN $TOI $EVO $SL I added some bonus wildcards as well. I obviously don't have a real 🔮 but I'm confident about these [--] names for [----]. 🔗 in the usual place 👋 https://t.co/pEvtZ1U027 Just sent out the results I got after I looked into my crystal ball and discovered the best stocks of 2025: $MMGR $LIN $TOI $EVO $SL I added some bonus wildcards as well. I obviously don't have a real 🔮 but"  
[X Link](https://x.com/dcurras1/status/1879273604875235416)  2025-01-14T21:05Z [---] followers, [---] engagements


"@Sempiterno_Inv $JDG looking more and more interesting by the minute at these levels👀"  
[X Link](https://x.com/dcurras1/status/1879915174427271231)  2025-01-16T15:34Z [---] followers, [---] engagements


"$LONN First time I heard about this name really interesting play as a "pick and shovels" for the pharma/biotech industry 👀👇🏼 One week ago on the 12/12 Lonza Group AG $LONN had its Investor Day during which the company shared its new One Lonza strategy highlighting a simplified organizational structure to enhance its core CDMO business. (1/10) 🧵 Lets have a look at it 👇 https://t.co/EkrfkURwL3 One week ago on the 12/12 Lonza Group AG $LONN had its Investor Day during which the company shared its new One Lonza strategy highlighting a simplified organizational structure to enhance its core"  
[X Link](https://x.com/dcurras1/status/1883290872449753370)  2025-01-25T23:08Z [---] followers, [---] engagements


"$NORBT Excellent [--] Oceans leading horse & brightest spot [--] Connectivity weakest vs [--] but showing ➕ signs for [--] (image 1) [--] PIR increased demand from defense & security. Margins back to mid-teens levels Cash flows (image 2) 👌 ST & LT Outlook: On & onwards (image 3) $NORBT FY24 looks to be the real deal. Record revenue and strong margins across all segments. Home run imo 🙌 +52% rev growth in Oceans (32% ex Innomar) +31% rev growth in Connectivty +32% rev growth in PIR Smashing year and a viable candidate for many years of compounding. https://t.co/uAIRv4HoBs $NORBT FY24 looks to be the real"  
[X Link](https://x.com/dcurras1/status/1889964169459581376)  2025-02-13T09:05Z [---] followers, [---] engagements


"$JDG Judges 👇 The other British small cap a serial acquirer featured in this 3rd edition of my Hidden Gems series has bounced +17% since I added it into my portfolio few days ago 👀 Still more room to go IMO given [----] will probably paint a much better picture in terms of organic growth👇 The other British small cap a serial acquirer featured in this 3rd edition of my Hidden Gems series has bounced +17% since I added it into my portfolio few days ago 👀 Still more room to go IMO given [----] will probably paint a much better picture in terms of organic growth👇"  
[X Link](https://x.com/dcurras1/status/1891896303224852929)  2025-02-18T17:03Z [---] followers, [---] engagements


"Discovering two British small-caps: [--] One free to read: Games Workshop $GAW [--] The other for Subscribers: Judges Scientific $JDG $JDG.L At Expanse Stocks 👇 (Link's on profile)"  
[X Link](https://x.com/dcurras1/status/1896645625737089535)  2025-03-03T19:35Z [---] followers, [----] engagements


"Monthly chart $JDG $JDG.L LT support around [--] (hopefully it doesn't get there). Chart needs to repair but looking better than few months ago. MACD needs to flatten out 👀 Wrote a piece on them for subscribers a few weeks ago (mostly qualitative insights). $GAW also included 👇 Discovering two British small-caps: [--] One free to read: Games Workshop $GAW [--] The other for Subscribers: Judges Scientific $JDG $JDG.L At Expanse Stocks 👇 (Link's on profile) https://t.co/1Lt36IWBGJ Discovering two British small-caps: [--] One free to read: Games Workshop $GAW [--] The other for Subscribers: Judges"  
[X Link](https://x.com/dcurras1/status/1897969472075440358)  2025-03-07T11:15Z [---] followers, [----] engagements


"$JDG $JDG.L Can't say I am thrilled by this chart short term 🤷"  
[X Link](https://x.com/dcurras1/status/1900223732938940926)  2025-03-13T16:33Z [---] followers, [---] engagements


"$JDG $JDG.L Judges got their prelim results for FY24 out this morning and in their FY25 outlook volatility and uncertainty is the name of the game. Not great short term"  
[X Link](https://x.com/dcurras1/status/1902315930719334806)  2025-03-19T11:07Z [---] followers, [---] engagements


"$JDG $JDG.L Trying to bottom but it may have more room to go at the confluence of strong multi-year pre-Covid support and long-term rising trendline. Potential for MACD positive divergence too"  
[X Link](https://x.com/dcurras1/status/1912554226049314896)  2025-04-16T17:10Z [---] followers, [---] engagements


"Well I guess it go there. right there $JDG.L $JDG Monthly chart $JDG $JDG.L LT support around [--] (hopefully it doesn't get there). Chart needs to repair but looking better than few months ago. MACD needs to flatten out 👀 Wrote a piece on them for subscribers a few weeks ago (mostly qualitative insights). $GAW also included 👇 https://t.co/bxRSTqGVJW Monthly chart $JDG $JDG.L LT support around [--] (hopefully it doesn't get there). Chart needs to repair but looking better than few months ago. MACD needs to flatten out 👀 Wrote a piece on them for subscribers a few weeks ago (mostly qualitative"  
[X Link](https://x.com/dcurras1/status/1922241937651683736)  2025-05-13T10:46Z [---] followers, [---] engagements


"$NORBT Sub-bottom profilers (ocean segment) is the new toy in town. Good to see the innovation and expansion into new offerings 👌🏽"  
[X Link](https://x.com/dcurras1/status/1922564962863517917)  2025-05-14T08:09Z [---] followers, [---] engagements


"$ADDT $ADDT.B Addtech What a well-run business. Great numbers all around"  
[X Link](https://x.com/dcurras1/status/1922954605719154705)  2025-05-15T09:57Z [---] followers, [---] engagements


"$ADDT $ADDT.B Addtech Outlook for new Fiscal year: Prudent but Solid 💪 $ADDT $ADDT.B Addtech What a well-run business. Great numbers all around. https://t.co/z5wIj1xtlB $ADDT $ADDT.B Addtech What a well-run business. Great numbers all around. https://t.co/z5wIj1xtlB"  
[X Link](https://x.com/dcurras1/status/1922956582939173091)  2025-05-15T10:05Z [---] followers, [---] engagements


"So many healthcare ideas (ex. Pharma) across the board but not enough conviction so far. $MEDP $WST $LONN $DIM $TMO $ENSG etc. $ISRG $BSX (good but crazy expensive) $IDXX (maybe 👀) $DHR (only long mainly due to DBS + mgmt ) Covid bubble did not help. Theses are welcomed"  
[X Link](https://x.com/dcurras1/status/1939004768422133956)  2025-06-28T16:55Z [---] followers, [----] engagements


"$NORBT Great Q2 and H1 [----]. Mostly expected. Not really loving the big dividend pay though if they were more M&A driven I'd be more excited. What do you think @Ikkenospes"  
[X Link](https://x.com/dcurras1/status/1957191675693994159)  2025-08-17T21:23Z [---] followers, [---] engagements


"Masters of capital allocation over the last decade. List (to-be-filled): [--]. $CSU and family [--]. Heico $HEI / Transdigm $TDG [--]. $LIFCO and other Sweden serial acquirers (ADDT etc.) What else"  
[X Link](https://x.com/dcurras1/status/1982898859727831106)  2025-10-27T19:55Z [---] followers, [----] engagements


"Pristine end of fiscal year. Best in class. $HEI $HEI.A $HEI Q4 [----] earnings: [--] Straight Quarters of Growth: HEICO's Cash Machine Hits Overdrive HEICO capped off fiscal [----] with a masterclass in operational execution. Net income surged 35% on record sales of $1.2 billion driven by an accelerating Flight Support Group (FSG) that $HEI Q4 [----] earnings: [--] Straight Quarters of Growth: HEICO's Cash Machine Hits Overdrive HEICO capped off fiscal [----] with a masterclass in operational execution. Net income surged 35% on record sales of $1.2 billion driven by an accelerating Flight Support Group"  
[X Link](https://x.com/dcurras1/status/2001795446360899861)  2025-12-18T23:23Z [---] followers, [---] engagements


"$TDG $HEI Two paths one outcome. Compounding 🤝 $TDG monetizes scarcity centralized buy high-margin niche monopolies & hike prices ok to accept regulatory scrutiny & customer pushback higher leverage; opportunistic; no fixed dividend $HEICO monetizes adoption decentralized buy founder-led biz less aggressive on pricing $TDG monetizes scarcity centralized buy high-margin niche monopolies & hike prices ok to accept regulatory scrutiny & customer pushback higher leverage; opportunistic; no fixed dividend $HEICO monetizes adoption decentralized buy founder-led biz less aggressive on pricing"  
[X Link](https://x.com/dcurras1/status/2003608685113934227)  2025-12-23T23:28Z [---] followers, [---] engagements


"Getting interesting again. $NORBT When growth becomes value $NORBT shares bought mid [----] at [--] NOK per share delivered in [----] [--] NOK per share in dividends or a 12% yield on cost Shares today at [---] NOK around a 5% NOPAT yield for [--]. Still expensive or getting attractive again When growth becomes value $NORBT shares bought mid [----] at [--] NOK per share delivered in [----] [--] NOK per share in dividends or a 12% yield on cost Shares today at [---] NOK around a 5% NOPAT yield for [--]. Still expensive or getting attractive again"  
[X Link](https://x.com/dcurras1/status/2007536863544828256)  2026-01-03T19:37Z [---] followers, [---] engagements


"👀 $NORBT too. An alarming trend: more and more undersea cables esp in the EU getting damaged by bad actors. Each cut costs $1.5m per hour and takes [--] days to repair. Some possible beneficiaries 🙃 $PRY.MI - [--] year repair contracts $OII - Underwater robots $NOK - Monitoring systems https://t.co/F0RoC2KNcZ An alarming trend: more and more undersea cables esp in the EU getting damaged by bad actors. Each cut costs $1.5m per hour and takes [--] days to repair. Some possible beneficiaries 🙃 $PRY.MI - [--] year repair contracts $OII - Underwater robots $NOK - Monitoring systems https://t.co/F0RoC2KNcZ"  
[X Link](https://x.com/dcurras1/status/2008227531569148231)  2026-01-05T17:22Z [---] followers, [----] engagements


"Going through $TVK latest Q. What a capital allocation machine 🔝 Small position and ready to gain more conviction throughout 2026"  
[X Link](https://x.com/dcurras1/status/2009360591618756737)  2026-01-08T20:24Z [---] followers, [---] engagements


"Akre Capital Management Portfolio end of [----] "We talkin' about quality" 👀"  
[X Link](https://x.com/dcurras1/status/2011081504093585540)  2026-01-13T14:22Z [---] followers, 50.4K engagements


"Opening Claude chat these days be like: "Are you going to disrupt $CSU Be honest.""  
[X Link](https://x.com/dcurras1/status/2011842206991028390)  2026-01-15T16:45Z [---] followers, [----] engagements


"More interesting thoughts. $CSU $CSU.TO Man as a software engineer who is bullish on AI and someone who's long $CSU I am literally trying to think what could make us lose from here. (saw a bunch of horrible takes on the timeline this week and thought it wouldn't hurt to add some more 😅) [--]. Every average Man as a software engineer who is bullish on AI and someone who's long $CSU I am literally trying to think what could make us lose from here. (saw a bunch of horrible takes on the timeline this week and thought it wouldn't hurt to add some more 😅) [--]. Every average"  
[X Link](https://x.com/dcurras1/status/2012603926957146268)  2026-01-17T19:12Z [---] followers, [----] engagements


"My Top Picks [----] piece is out and one of them is already being stress-tested with the largest drawdown of its life: $CSU $CSU.TO Full article in bio. My top picks for [----] are out. This might be one of the most interesting years to "pick them out". Having a clear thesis and conviction really matters. $MELI $AMZN $CSU (and spin-offs) Open to read. Full article in bio. https://t.co/wJfGz3El8L My top picks for [----] are out. This might be one of the most interesting years to "pick them out". Having a clear thesis and conviction really matters. $MELI $AMZN $CSU (and spin-offs) Open to read. Full"  
[X Link](https://x.com/dcurras1/status/2013319003570163743)  2026-01-19T18:33Z [---] followers, [----] engagements


"The AI robot here is cooking 🎯 On VMS and AI Disruption $CSU $CSU.TO that's what the robot says is it lying https://t.co/cKLqgGS9aj that's what the robot says is it lying https://t.co/cKLqgGS9aj"  
[X Link](https://x.com/dcurras1/status/2013377860354855238)  2026-01-19T22:27Z [---] followers, [----] engagements


"$ISRG Another Q. Once again. $ISRG Intuitive Surgical Q425 Earnings Highlights 🔹 Adj. EPS: $2.53 (Est. $2.26) 🟢 🔹 Revenue: $2.87B (Est. $2.75B) 🟢; UP +19% YoY 🔹 Procedures (da Vinci + Ion): UP 18% YoY --- (da Vinci +17% Ion +44%) 🔹 da Vinci placements: [---] (303 were da Vinci 5); installed base $ISRG Intuitive Surgical Q425 Earnings Highlights 🔹 Adj. EPS: $2.53 (Est. $2.26) 🟢 🔹 Revenue: $2.87B (Est. $2.75B) 🟢; UP +19% YoY 🔹 Procedures (da Vinci + Ion): UP 18% YoY --- (da Vinci +17% Ion +44%) 🔹 da Vinci placements: [---] (303 were da Vinci 5); installed base"  
[X Link](https://x.com/dcurras1/status/2014465428467102056)  2026-01-22T22:29Z [---] followers, [----] engagements


"The flywheel keeps building and spinning. Expensive as hell. Also true. $ISRG $ISRG Intuitive pushes into cardiac robotic surgery ASCs - The robotics giant revealed on an earnings call that it won FDA clearance for several cardiac procedures and is also ramping up its presence in ambulatory surgery centers. https://t.co/YdrHRAVGAb via @MedTechDive $ISRG Intuitive pushes into cardiac robotic surgery ASCs - The robotics giant revealed on an earnings call that it won FDA clearance for several cardiac procedures and is also ramping up its presence in ambulatory surgery centers."  
[X Link](https://x.com/dcurras1/status/2014808776239395129)  2026-01-23T21:13Z [---] followers, [---] engagements


"Interesting and easy reads. Like this lightweight model Drew. 👌🏽"  
[X Link](https://x.com/dcurras1/status/2014820153855275042)  2026-01-23T21:58Z [---] followers, [---] engagements


"$AMZN 's turn $WMT $AMZN Wedbush Reiterates Outperform PT $340 Todays announcement is an important step forward in Amazons broader strategy and should help the company capture incremental share in perishable categories where they have struggled historically. The reason this announcement is so $AMZN Wedbush Reiterates Outperform PT $340 Todays announcement is an important step forward in Amazons broader strategy and should help the company capture incremental share in perishable categories where they have struggled historically. The reason this announcement is so"  
[X Link](https://x.com/dcurras1/status/2016277536146076119)  2026-01-27T22:29Z [---] followers, [---] engagements


"Barbell: CSU == ASML 🏋♂"  
[X Link](https://x.com/dcurras1/status/2016279953373901307)  2026-01-27T22:39Z [---] followers, [---] engagements


"$ASML Q4 [----] ASML 4Q25 - Revenue up 29% q/q & up 5% y/y to 9.7B (towards high-end); 52.2% GM; CY25 revenue up 15.6% to 32.7B -CY26 revenue guidance: 34-39B; 38.8B backlog exiting 4Q25; 100% coverage for CY26 - Net bookings up 144% q/q & 86% y/y to 13.16B; EUV booking up 106% https://t.co/qJC8pKaqb1 ASML 4Q25 - Revenue up 29% q/q & up 5% y/y to 9.7B (towards high-end); 52.2% GM; CY25 revenue up 15.6% to 32.7B -CY26 revenue guidance: 34-39B; 38.8B backlog exiting 4Q25; 100% coverage for CY26 - Net bookings up 144% q/q & 86% y/y to 13.16B; EUV booking up 106% https://t.co/qJC8pKaqb1"  
[X Link](https://x.com/dcurras1/status/2016425956257185917)  2026-01-28T08:19Z [---] followers, [---] engagements


"Something Ive noticed since M. Miller took over the $CSU helm: Vertical specialization across their BUs and managed groups. Omegro with the news today: https://www.manilatimes.net/2026/01/28/tmt-newswire/globenewswire/omegro-announces-renewed-strategic-focus-on-enterprise-asset-management/2267155 https://www.manilatimes.net/2026/01/28/tmt-newswire/globenewswire/omegro-announces-renewed-strategic-focus-on-enterprise-asset-management/2267155"  
[X Link](https://x.com/dcurras1/status/2016575054612484519)  2026-01-28T18:12Z [---] followers, [----] engagements


"When the narrative takes hold angry bears come out quickly. + Fear is a powerful drug when injected at just the right time. Especially for $CSU AI fear-mongering ML leaving 'can't keep uo with high-ROIC acquisitions' too expensive etc. I really cant understand the argument that topicus and constellation Will suffer from AI. IMO they Will just keep delivering the same solid product faster and more effective. Just strange I really cant understand the argument that topicus and constellation Will suffer from AI. IMO they Will just keep delivering the same solid product faster and more effective."  
[X Link](https://x.com/dcurras1/status/2017282949926821986)  2026-01-30T17:05Z [---] followers, [----] engagements


"Interesting points on moltbook phenomenon I am apparently extremely unimpressed by moltbook relative to many others. Weve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other again just on another forum. In every case the AIs speak with the same voice. I am apparently extremely unimpressed by moltbook relative to many others. Weve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other again just on another forum. In every case the AIs speak with the same voice"  
[X Link](https://x.com/dcurras1/status/2017628257516954082)  2026-01-31T15:57Z [---] followers, [---] engagements


"Really good read indeed. "the VMS reality is that distribution and trust are the real moats not the code. CSU doesnt buy growth it buys permanence. or in some cases just buys at such a low price the durability of the product is not impactful to returns of the investment. Good $CSU blog: https://t.co/Vneuh9HciY Good $CSU blog: https://t.co/Vneuh9HciY"  
[X Link](https://x.com/dcurras1/status/2017677401015112032)  2026-01-31T19:12Z [---] followers, [----] engagements


"What $GOOG 's planning on building with that $180-190B of CapeEx guide with no e-commerce infra / Kuiper overhang fully integrated AI stack and Sergey back in founder mode. What $AMZN's planning on building with that $200B of CapEx guide https://t.co/m1y2qZ10Lb What $AMZN's planning on building with that $200B of CapEx guide https://t.co/m1y2qZ10Lb"  
[X Link](https://x.com/dcurras1/status/2019839640203874364)  2026-02-06T18:24Z [---] followers, [--] engagements


"Today $CDNS is in the "semis-for-the-win" AI basket. Yesterday was SaaS's. Go figure"  
[X Link](https://x.com/dcurras1/status/2019840866421190971)  2026-02-06T18:29Z [---] followers, [--] engagements


"My top picks for [----] are out. This might be one of the most interesting years to "pick them out". Having a clear thesis and conviction really matters. $MELI $AMZN $CSU (and spin-offs) Open to read. Full article in bio"  
[X Link](https://x.com/dcurras1/status/2012529613847605295)  2026-01-17T14:17Z [---] followers, [----] engagements

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