[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.] #  @dcurras1 Nikotes Nikotes posts on X about $csu, deep dive, $csuto, $isrg the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1363880522355793924/interactions)  - X Week XXXXXX +37% - X Month XXXXXX +238% - X Months XXXXXXX +35% - X Year XXXXXXX +1,004% ### Mentions: XX [#](/creator/twitter::1363880522355793924/posts_active)  - X Week XX +42% - X Month XX +18% - X Months XXX -XX% - X Year XXX +601% ### Followers: XXX [#](/creator/twitter::1363880522355793924/followers)  - X Week XXX +1.80% - X Month XXX +13% - X Months XXX +120% - X Year XXX +48% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1363880522355793924/influencer_rank)  ### Social Influence [#](/creator/twitter::1363880522355793924/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XX% [finance](/list/finance) XXX% **Social topic influence** [$csu](/topic/$csu) #8, [deep dive](/topic/deep-dive) #837, [$csuto](/topic/$csuto) #16, [$isrg](/topic/$isrg) #31, [$toiv](/topic/$toiv) #3, [$lmnv](/topic/$lmnv) #2, [build a](/topic/build-a) 7.5%, [roic](/topic/roic) 7.5%, [instead of](/topic/instead-of) 5%, [rates](/topic/rates) X% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@durablecreators](/creator/undefined) [@investsmart94](/creator/undefined) [@bg2pod](/creator/undefined) [@ryenotberben](/creator/undefined) [@mustafasuleyman](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@daypriest](/creator/undefined) **Top assets mentioned** [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [Texas Instruments (TXN)](/topic/$txn) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Diageo plc (DEO)](/topic/$deo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Microsoft Corp. (MSFT)](/topic/$msft) [Copart, Inc. (CPRT)](/topic/$cprt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) ### Top Social Posts [#](/creator/twitter::1363880522355793924/posts) --- Top posts by engagements in the last XX hours "Great summary of Terry Smith's Annual Letter 👇 Initiated: $ATCO $TXN Sold: $DEO $MKC $AAPL" [X Link](https://x.com/dcurras1/status/1877702748042412311) [@dcurras1](/creator/x/dcurras1) 2025-01-10T13:03Z XXX followers, XXX engagements "First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below" [X Link](https://x.com/dcurras1/status/1958513904008470555) [@dcurras1](/creator/x/dcurras1) 2025-08-21T12:57Z XXX followers, 7133 engagements "The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG" [X Link](https://x.com/dcurras1/status/1973734958792646819) [@dcurras1](/creator/x/dcurras1) 2025-10-02T13:00Z XXX followers, 7298 engagements "Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile" [X Link](https://x.com/dcurras1/status/1976353211746546068) [@dcurras1](/creator/x/dcurras1) 2025-10-09T18:24Z XXX followers, 4372 engagements "A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile" [X Link](https://x.com/dcurras1/status/1976653416320639321) [@dcurras1](/creator/x/dcurras1) 2025-10-10T14:17Z XXX followers, 1113 engagements "When does this go from untouchable to expensive 650-675$ $AXON" [X Link](https://x.com/dcurras1/status/1977827557203755120) [@dcurras1](/creator/x/dcurras1) 2025-10-13T20:03Z XXX followers, XXX engagements "The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future" [X Link](https://x.com/dcurras1/status/1978427346899124432) [@dcurras1](/creator/x/dcurras1) 2025-10-15T11:46Z XXX followers, XXX engagements "Here is the link to the Intuitive deep dive brief:" [X Link](https://x.com/dcurras1/status/1979479121433387218) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XX engagements "Top Thread for $ASML lovers 🙌" [X Link](https://x.com/dcurras1/status/1979822454777524373) [@dcurras1](/creator/x/dcurras1) 2025-10-19T08:10Z XXX followers, XXX engagements "$CSU $CSU.TO $TOI.V The AI has spoken" [X Link](https://x.com/dcurras1/status/1978912086580236402) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:53Z XXX followers, 4336 engagements "$ISRG That Ion system giving them extra optionality juice on top of their da Vinci monopolistic robot 👀" [X Link](https://x.com/dcurras1/status/1980734201084391925) [@dcurras1](/creator/x/dcurras1) 2025-10-21T20:33Z XXX followers, 1356 engagements "$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile" [X Link](https://x.com/dcurras1/status/1963916701210382703) [@dcurras1](/creator/x/dcurras1) 2025-09-05T10:46Z XXX followers, 2248 engagements "Back to technicals aka "astrology for men". XXX CAD support zone did not hold another line of defense around the 130-132 CAD level. and this an important one: bottom of the bull channel which started in '22 👀 + Valuation starting to make a lot of sense here. $TOI.V" [X Link](https://x.com/dcurras1/status/1978834426374070731) [@dcurras1](/creator/x/dcurras1) 2025-10-16T14:44Z XXX followers, 1687 engagements "$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller" [X Link](https://x.com/dcurras1/status/1978910936342630621) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:48Z XXX followers, 5729 engagements "The new piece on Intuitive is out. The Surgical Robot that Became a Monopoly. $ISRG 🔗 Find the article on thread below or in my profile" [X Link](https://x.com/dcurras1/status/1979479118996443267) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XXX engagements "Piece on $ISRG is out. Full article at Expanse Stocks (link in profile)" [X Link](https://x.com/dcurras1/status/1980280679150608450) [@dcurras1](/creator/x/dcurras1) 2025-10-20T14:31Z XXX followers, XXX engagements "Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below" [X Link](https://x.com/dcurras1/status/1975890440546316380) [@dcurras1](/creator/x/dcurras1) 2025-10-08T11:46Z XXX followers, 3612 engagements "Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG" [X Link](https://x.com/dcurras1/status/1979155982677647450) [@dcurras1](/creator/x/dcurras1) 2025-10-17T12:02Z XXX followers, 3640 engagements "$GOOG Winning. As for AMZN. let's say I am more excited about their retail business" [X Link](https://x.com/dcurras1/status/1980776248642040229) [@dcurras1](/creator/x/dcurras1) 2025-10-21T23:20Z XXX followers, XXX 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.]
Nikotes posts on X about $csu, deep dive, $csuto, $isrg the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XX% finance XXX%
Social topic influence $csu #8, deep dive #837, $csuto #16, $isrg #31, $toiv #3, $lmnv #2, build a 7.5%, roic 7.5%, instead of 5%, rates X%
Top accounts mentioned or mentioned by @kairospraxis @durablecreators @investsmart94 @bg2pod @ryenotberben @mustafasuleyman @joinyellowbrick @daypriest
Top assets mentioned Intuitive Surgical, Inc. (ISRG) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Texas Instruments (TXN) McCormick & Company, Incorporated (MKC) Diageo plc (DEO) Axon Enterprise, Inc. (AXON) Microsoft Corp. (MSFT) Copart, Inc. (CPRT) Marvell Technology Inc (MRVL)
Top posts by engagements in the last XX hours
"Great summary of Terry Smith's Annual Letter 👇 Initiated: $ATCO $TXN Sold: $DEO $MKC $AAPL"
X Link @dcurras1 2025-01-10T13:03Z XXX followers, XXX engagements
"First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below"
X Link @dcurras1 2025-08-21T12:57Z XXX followers, 7133 engagements
"The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG"
X Link @dcurras1 2025-10-02T13:00Z XXX followers, 7298 engagements
"Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile"
X Link @dcurras1 2025-10-09T18:24Z XXX followers, 4372 engagements
"A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile"
X Link @dcurras1 2025-10-10T14:17Z XXX followers, 1113 engagements
"When does this go from untouchable to expensive 650-675$ $AXON"
X Link @dcurras1 2025-10-13T20:03Z XXX followers, XXX engagements
"The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future"
X Link @dcurras1 2025-10-15T11:46Z XXX followers, XXX engagements
"Here is the link to the Intuitive deep dive brief:"
X Link @dcurras1 2025-10-18T09:26Z XXX followers, XX engagements
"Top Thread for $ASML lovers 🙌"
X Link @dcurras1 2025-10-19T08:10Z XXX followers, XXX engagements
"$CSU $CSU.TO $TOI.V The AI has spoken"
X Link @dcurras1 2025-10-16T19:53Z XXX followers, 4336 engagements
"$ISRG That Ion system giving them extra optionality juice on top of their da Vinci monopolistic robot 👀"
X Link @dcurras1 2025-10-21T20:33Z XXX followers, 1356 engagements
"$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile"
X Link @dcurras1 2025-09-05T10:46Z XXX followers, 2248 engagements
"Back to technicals aka "astrology for men". XXX CAD support zone did not hold another line of defense around the 130-132 CAD level. and this an important one: bottom of the bull channel which started in '22 👀 + Valuation starting to make a lot of sense here. $TOI.V"
X Link @dcurras1 2025-10-16T14:44Z XXX followers, 1687 engagements
"$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller"
X Link @dcurras1 2025-10-16T19:48Z XXX followers, 5729 engagements
"The new piece on Intuitive is out. The Surgical Robot that Became a Monopoly. $ISRG 🔗 Find the article on thread below or in my profile"
X Link @dcurras1 2025-10-18T09:26Z XXX followers, XXX engagements
"Piece on $ISRG is out. Full article at Expanse Stocks (link in profile)"
X Link @dcurras1 2025-10-20T14:31Z XXX followers, XXX engagements
"Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below"
X Link @dcurras1 2025-10-08T11:46Z XXX followers, 3612 engagements
"Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG"
X Link @dcurras1 2025-10-17T12:02Z XXX followers, 3640 engagements
"$GOOG Winning. As for AMZN. let's say I am more excited about their retail business"
X Link @dcurras1 2025-10-21T23:20Z XXX followers, XXX engagements
/creator/twitter::dcurras1