[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.]

# ![@evrgn11112231 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::236139371.png) @evrgn11112231 Evergreen

Evergreen posts on X about asml, $asml, $bmel, $tdg the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::236139371/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:interactions.svg)

- X Week XXXXXX +205%
- X Months XXXXXXXXX +1,173%

### Mentions: XX [#](/creator/twitter::236139371/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:posts_active.svg)

- X Week XX +144%
- X Months XXX +2,835%

### Followers: XXXXX [#](/creator/twitter::236139371/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:followers.svg)

- X Week XXXXX +0.89%
- X Months XXXXX +180%

### CreatorRank: XXXXXXX [#](/creator/twitter::236139371/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::236139371/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[asml](/topic/asml) #10, [$asml](/topic/$asml) #5, [$bmel](/topic/$bmel) #2, [$tdg](/topic/$tdg) #3, [discount](/topic/discount) #274, [$mco](/topic/$mco) #11, [mega](/topic/mega) #3143, [$ge](/topic/$ge) #3, [stocks](/topic/stocks), [has been](/topic/has-been)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [Moody's Corporation (MCO)](/topic/$mco) [General Electric Company (GE)](/topic/$ge) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Verox (VRX)](/topic/$vrx) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts [#](/creator/twitter::236139371/posts)
---
Top posts by engagements in the last XX hours

"@taobanker Or you could just buy actual bonds Or something like $TDG with better cash div yield + perpetual high growth + higher quality"  
[X Link](https://x.com/evrgn11112231/status/1978992694761271718) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T01:13Z 6343 followers, XXX engagements


"@S_curvecap Europe is an incredibly momo driven market since there is so little structural growth. Stocks missing KPI's get left for dead in ways that would make US podbois blush"  
[X Link](https://x.com/evrgn11112231/status/1940166105181692372) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-01T21:50Z 6322 followers, 2061 engagements


"$BME.L This company reports earnings tonight US time (am in the UK). My second biggest position. Been an absolute dog over the last year as they've been missing LFLs on what I think are mostly cyclical issues. Stock has been left for dead and is trading at 7.5x earnings on street numbers (which are probably a little too high). Street bracing for a big margin reset - my estimates are lower than lowest sell-sider but still only trading at 8.5x PE And should grow both LFL and stores from here. I think stock easily has well over XXX% upside. Who knows how it will trade shorter term but this is"  
[X Link](https://x.com/evrgn11112231/status/1944904672227029079) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-14T23:39Z 6322 followers, 13.4K engagements


"$BME.l 6.5mm of 19mm of shares traded yesterday were Walleye and DE Shaw shorting the stock on a huge gap down. What are they playing for at this point stock is 6.8x consensus ntm PE with no liquidity issues and LFL's which have stabilized and a new CEO"  
[X Link](https://x.com/evrgn11112231/status/1945534887076794836) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-16T17:23Z 6322 followers, 12K engagements


"lol geeeez. They're still going. Walleye shorting this thing was 1/3 of the volume yesterday. $BME.L"  
[X Link](https://x.com/evrgn11112231/status/1947778948550758840) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-22T22:01Z 6322 followers, 6473 engagements


"@DAntarktis @PythiaR interesting i heard about lasertec's issues on an expert call like X years ago but haven't been following it closely"  
[X Link](https://x.com/evrgn11112231/status/1951303485627998471) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-01T15:26Z 6321 followers, XXX engagements


"And since you mentioned examples here's my favorite one. Also relevant because it's been my biggest ITD winner. You could buy $PRM at $X a share in October 2023 at a time when estimates were getting killed and sentiment was AWFUL as not only were they experiencing one of the worst fire seasons in XX years most people thought a new entrant had broken their sole source position. I was so convicted on the business and its cheapness at this time that I decided to leave my firm to start a fund and race to get out the door as soon as I could to buy it - which I did in size. The stock doubled before"  
[X Link](https://x.com/evrgn11112231/status/1951760520417067038) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-02T21:42Z 6320 followers, 39.7K engagements


"@BubbleBeta $BME.L too - if you look at the 2022 period the stock bottomed well in advance of estimates as well - the stock was +50% off the bottom vs the first upward revision:"  
[X Link](https://x.com/evrgn11112231/status/1951786882414657754) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-02T23:27Z 6322 followers, 1704 engagements


"@PythiaR @zippytop71 No revisions momentum and they can't grow without M&A. Can't work without engine exposure (bc you know - SV's will never decline and we won't ever revert back to old SV cadence once retirements eventually normalize; also ignore eventual dual sourcing of XXX for CFM bois)"  
[X Link](https://x.com/evrgn11112231/status/1975699223686623654) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-07T23:06Z 6322 followers, XXX engagements


"@riddle245 Yes if $ASML is overly negative and gives you ptsd make sure to jump on $TSM call tomorrow for sweet soothing voice of CC Wei"  
[X Link](https://x.com/evrgn11112231/status/1978212855301148733) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-14T21:34Z 6320 followers, 1052 engagements


"@PythiaR lol who thinks they are going to do 60b in 2030"  
[X Link](https://x.com/evrgn11112231/status/1978477877210329232) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-15T15:07Z 6323 followers, 1204 engagements


"@GlennLuk And yes EUV is far harder than immersion as well. Which is why Nikon has immersion and hasnt even tried to compete in EUV"  
[X Link](https://x.com/evrgn11112231/status/1979333122224460072) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T23:46Z 6343 followers, XXX engagements


"@lokoyacap @rev_cap @TBU12345678 @PythiaR Why wouldn't you spend ever available dollar of FCF on capex if you truly believed we are on the precipice of a once in a lifetime memory supercycle"  
[X Link](https://x.com/evrgn11112231/status/1979614267449196878) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T18:23Z 6343 followers, 1094 engagements


"@lokoyacap @rev_cap @TBU12345678 @PythiaR Quickly looking at past cycles it wouldn't be shocking to see memory capex going up XX% pa for the next couple of years - just based on current bbg gross profit estimates which are probably too low (they seem to spend all of their gross profit on capex basically in boom years)"  
[X Link](https://x.com/evrgn11112231/status/1979624222134620295) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:02Z 6343 followers, XXX engagements


"@JerryCap $MCO"  
[X Link](https://x.com/evrgn11112231/status/1978832955263881688) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-16T14:38Z 6334 followers, 1360 engagements


"@GlennLuk lol oh nooo dont block me. You asked for education I deliver. FT accurately reporting on an immersion r&d tool =/ being close to competitive production ready"  
[X Link](https://x.com/evrgn11112231/status/1979334790685036905) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T23:52Z 6342 followers, XXX engagements


"@geoffreykarren @FundamentEdge @JaredKubin Does controlling drawdowns increase alpha"  
[X Link](https://x.com/evrgn11112231/status/1979577972148645951) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T15:59Z 6343 followers, XXX engagements


"@rev_cap Crazy bullish on AI and memory (and associated mega capacity build out required) but not a SINGLE mention of semicap. We are still very early. @TBU12345678 @lokoyacap @PythiaR"  
[X Link](https://x.com/evrgn11112231/status/1979607723810631936) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T17:57Z 6343 followers, 2653 engagements


"$ASML trades at an XX turn discount to $GE as semicap enters its engine AM up-cycle moment"  
[X Link](https://x.com/evrgn11112231/status/1979631845840175227) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:33Z 6343 followers, 15.1K engagements


"@s_nav123 @RAMCOCAPITAL tbh i wouldn't hate $ASML investing in Anduril and giving Palmer Luckey a board seat lol (although he may try to withdraw from China completely hah)"  
[X Link](https://x.com/evrgn11112231/status/1979640484411928597) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:07Z 6343 followers, XXX engagements


"@pitandhummus I don't know if GE is mispriced or not. ASML I believe is. Just a random comparison I decided to make bc I was curious"  
[X Link](https://x.com/evrgn11112231/status/1979651026551771583) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:49Z 6343 followers, XXX engagements


"@RAMCOCAPITAL @DynamicMoats @PythiaR @ErnestWongBWM Are you buying $TDG or $VRX $MCO or $UNH These seem obvious in hindsight but ex-ante it's extremely difficult to determine and that's where the alpha is"  
[X Link](https://x.com/evrgn11112231/status/1923019386706636871) [@evrgn11112231](/creator/x/evrgn11112231) 2025-05-15T14:15Z 6339 followers, XXX engagements


"*top in every stock I own"  
[X Link](https://x.com/evrgn11112231/status/1974257455455506625) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-03T23:37Z 6339 followers, 10K engagements


"Early Happy "$ASML down XX% on uneventful earnings" day for those who celebrate"  
[X Link](https://x.com/evrgn11112231/status/1978194586209030237) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-14T20:21Z 6343 followers, 35.7K engagements


"More 2x shot triggers: - Any mention by mgmt of having capacity ready to ramp production to XX EUV units pa for a potential AI megacycle - Any suggestion that Mistral OpenAI - Joint press-release with OpenAI for anything"  
[X Link](https://x.com/evrgn11112231/status/1978206666580500775) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-14T21:09Z 6343 followers, 3358 engagements


"@firstadopter Have never heard CC talk like that. He's about to mega rip capex to unbelievable levels"  
[X Link](https://x.com/evrgn11112231/status/1978834285655154912) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-16T14:43Z 6342 followers, XXX engagements


"And I guess does neutralizing factors successfully neutralize drawdowns so collectively my questions are: 1) what's the point 2) why is that a desirable goal 3) does factor identification and hedging help achieve that goal 4) what is the cost of that hedging (direct or opportunity cost) 5) what is the cost / impact on returns and/or sharpe when it doesn't work as intended"  
[X Link](https://x.com/evrgn11112231/status/1979579227709071473) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T16:04Z 6343 followers, XXX engagements


"At least it's no longer at a discount to $SAF.f"  
[X Link](https://x.com/evrgn11112231/status/1979633778651013136) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:40Z 6343 followers, 1785 engagements


"What's the TSM FCF conversion I own both but imo the capital intensity difference makes up the difference. probably similar risk/rewards at the moment imo with maybe a slight nod to ASML. ASML less tail risk so I'll likely always be larger in it vs tsm. and fwiw TSM consensus capex forecasts are likely far too low"  
[X Link](https://x.com/evrgn11112231/status/1979643825845858631) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:20Z 6343 followers, XXX engagements


"While we're at it $TDG now trades at a XX turn discount to $GE"  
[X Link](https://x.com/evrgn11112231/status/1979716039924666602) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T01:07Z 6343 followers, XXX engagements