# ![@fintegrate Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1028386544.png) @fintegrate Sustainable Growth

Sustainable Growth posts on X about $pme, $meli, $wtc, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1028386544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1028386544/c:line/m:interactions.svg)

- [--] Week [------] -27%
- [--] Month [-------] +233%
- [--] Months [-------] +90%
- [--] Year [---------] +269%

### Mentions: [--] [#](/creator/twitter::1028386544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1028386544/c:line/m:posts_active.svg)

- [--] Week [--] +3.30%
- [--] Month [---] +121%
- [--] Months [---] +30%
- [--] Year [---] +40%

### Followers: [-----] [#](/creator/twitter::1028386544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1028386544/c:line/m:followers.svg)

- [--] Week [-----] +0.65%
- [--] Month [-----] +2.30%
- [--] Months [-----] +27%
- [--] Year [-----] +115%

### CreatorRank: [-------] [#](/creator/twitter::1028386544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1028386544/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.11% [technology brands](/list/technology-brands)  26.79% [finance](/list/finance)  22.32% [social networks](/list/social-networks)  0.89% [cryptocurrencies](/list/cryptocurrencies)  0.89% [countries](/list/countries)  0.89%

**Social topic influence**
[$pme](/topic/$pme) #11, [$meli](/topic/$meli) 16.07%, [$wtc](/topic/$wtc) #9, [ai](/topic/ai) 14.29%, [$fico](/topic/$fico) 14.29%, [biz](/topic/biz) #1803, [$msft](/topic/$msft) #533, [$meta](/topic/$meta) #666, [meta](/topic/meta) 11.61%, [$axon](/topic/$axon) #59

**Top accounts mentioned or mentioned by**
[@fundasyinvestor](/creator/undefined) [@colby17201470](/creator/undefined) [@bhasinaadi](/creator/undefined) [@ryutay](/creator/undefined) [@jordaninvests](/creator/undefined) [@fiftytwoweeklow](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@simonseverino](/creator/undefined) [@saynototrading](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@onorialex](/creator/undefined) [@greenalgo](/creator/undefined) [@saiinvstjrnl](/creator/undefined) [@simeonresearch](/creator/undefined) [@briankirsty](/creator/undefined) [@simonhaeger](/creator/undefined) [@sai_invst_jrnl](/creator/undefined) [@invest091](/creator/undefined) [@ampere_09](/creator/undefined) [@winnerinvestor](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Sea Limited (SE)](/topic/$se) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mastercard, Inc. (MA)](/topic/$ma) [SPX6900 (SPX)](/topic/$spx) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Shopify Inc (SHOP)](/topic/$shop) [Trade Desk, Inc. (TTD)](/topic/$ttd) [DLocal Limited (DLO)](/topic/$dlo) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Moody's Corporation (MCO)](/topic/$mco) [Now Coin (NOW)](/topic/$now) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Arista Networks Inc (ANET)](/topic/$anet) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Zscaler Inc (ZS)](/topic/$zs) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not letting go of my $FIX shares Approaching a 2x from my mid $600 buy last year. Probably grinds higher"  
[X Link](https://x.com/fintegrate/status/2020893039753826344)  2026-02-09T16:10Z [----] followers, [----] engagements


"Wow absolute panic over at $MCO today. Helped myself to some $400"  
[X Link](https://x.com/fintegrate/status/2021210315375988947)  2026-02-10T13:11Z [----] followers, [----] engagements


"$MSFT under $400 was cheaper multiple than [--] tariff lows. Markets have really lost the plot. Given [--] months this will be seen as opportunity in hindsight"  
[X Link](https://x.com/fintegrate/status/2021215314092929305)  2026-02-10T13:30Z [----] followers, 10.6K engagements


"The best S/W companies already have made or are making the transition to either usage based agentic models. In my universe those are $WTC $PME $NOW. They are well positioned to capture the value they create"  
[X Link](https://x.com/fintegrate/status/2014320474352738678)  2026-01-22T12:53Z [----] followers, [----] engagements


"$WTC With all the chatter around DSV wanting to move to Tango found this interesting. DSV to leave CargoWise would need a board resolution probably five years of change management and a four-year implementation planeight and low-nine figures Wow. What market power"  
[X Link](https://x.com/fintegrate/status/2020138882868666431)  2026-02-07T14:13Z [----] followers, [----] engagements


"ChatGPT growing 10% month on month off still dominant 60% market share cookin with gas $META still yet to reenter with its newest models and billions in distribution. $GOOG putting up a good show with Gemini. My thesis here is multiple winners see no reason to change that Too much OpenAI hate on here but of course here is not the real world. One could forget that OAI has 3x the Google Gemini users 3x Thats not to say how $MSFT distro helping OAI kill it in enterprise. But in consumer $META is coming. Billions in distro biggest AI winner Too much OpenAI hate on here but of course here is not"  
[X Link](https://x.com/fintegrate/status/2020864746010849383)  2026-02-09T14:17Z [----] followers, [----] engagements


"Never been happier to have majority of my assets in $SPX. The index will only get more from here"  
[X Link](https://x.com/fintegrate/status/2022290871308189952)  2026-02-13T12:44Z [----] followers, [---] engagements


"Said goodbye to a bunch of businesses this year. $TTD $TEAM $ADYEN $DLO $XRO $CSL all gone. All profitable exits except DLO. That money has been reinvested in existing positions. Meanwhile $SPX has received more funds. More concentrated yet more diversified at the same time"  
[X Link](https://x.com/fintegrate/status/2022672316505952522)  2026-02-14T14:00Z [----] followers, [----] engagements


"Added to $WTC Wisetech Much as Id prefer they didnt kick themselves in the teeth the biz is great with no biz impacting issues. Contrast that with $CSL which was a great biz with now lots of biz impacting issues. I had earlier cut 2/3 of my CSL at $275. Now cut more for $WTC"  
[X Link](https://x.com/fintegrate/status/1983505292340949293)  2025-10-29T12:04Z [----] followers, [----] engagements


"-2.7% October vs 2.2% $SPX. 6.5% vs [----] SPX YTD. 18.3% 10yr CAGR Adds: $FICO $ALAB $FIX $WTC Sales: $GLBE $CMG $CSL Brusin Allocations: $WTC -12.8% $NVDA-9.4% $META -6.8% $MELI - 6.6% $PME- 6% $MA-5% $SHOP -4.4% $MSFT -4.2% $AMZN -3.3% $SE-2.5% More in Profile link"  
[X Link](https://x.com/fintegrate/status/1985021990873202767)  2025-11-02T16:31Z [----] followers, [----] engagements


"Got some $AXON at $580 today. Will sit on this for a while. Really like this biz. Top up to my existing holding"  
[X Link](https://x.com/fintegrate/status/1985820969840083078)  2025-11-04T21:26Z [----] followers, [----] engagements


"Nothing better than when you exit a struggling investment and flip that into something that performs well. I flipped most of my $CSL at nearly $275 last year into $VTI at the same time. CSL then declined nearly 40% since while VTI rose 8%. Loss avoided gain booked"  
[X Link](https://x.com/fintegrate/status/2009267345701916817)  2026-01-08T14:14Z [----] followers, [---] engagements


"I expect as that my monopolies will receive more of my $$ as I consolidate. Of these have $TDG as target to receive a decent increase possibly followed by $AXON $ISRG depending on how valuation tracks. Happy with the size of $FICO and $ASML has surged. Ive been subconsciously shifting my portfolio to monopolies and duopolies over the past few years. $AXON $WTC $ASML $TDG $FICO $ISRG my monopolies $MCO $MA $META $V $NVDA my duopolies. Still hold some good biz outside of these but really like the positioning of this set. Ive been subconsciously shifting my portfolio to monopolies and duopolies"  
[X Link](https://x.com/fintegrate/status/2012579039651700906)  2026-01-17T17:33Z [----] followers, [----] engagements


"Pretty decent entry into $TDG in [--] but as always the case with great biz it just wasnt enough. I plan to use this tariff pullback to top off. Love the combo of strong commercial aftermarket biz and strong military aftermarket biz. Thats its sole source/ monopoly just a bonus"  
[X Link](https://x.com/fintegrate/status/2013281740198973689)  2026-01-19T16:05Z [----] followers, [----] engagements


"Earning season will be an interesting one for me. In addition to core holdings in $MELI $SE $NVDA $META $MSFT also going in with much bigger exposures to my monopolies of $FICO $AXON $ASML $ISRG $TDG. Most of the latter bar ASML still beaten down. See these as my portco future"  
[X Link](https://x.com/fintegrate/status/2015413298766778790)  2026-01-25T13:15Z [----] followers, [----] engagements


"Have to be careful to remove my own bias of being invested in these names but I think $META $SE $WTC $NVDA which are all in my top [--] have 50%+ near term (12 mth) upside. Happy to take 30% 😃. Hopefully earnings starts to bridge that gap"  
[X Link](https://x.com/fintegrate/status/2015768243890176468)  2026-01-26T12:46Z [----] followers, [----] engagements


"$MELI $2300 Up 14% YTD . Could [--] be MELIs year after underperforming cos like $AAPL $MSFT bigly over these last [--] years"  
[X Link](https://x.com/fintegrate/status/2016245989485502894)  2026-01-27T20:24Z [----] followers, [----] engagements


"I realize $NOW is down today. Dont really care. It will also be a winner here. Probably takes the market another [--] months or so to see that. Ill probably look to add again once we are 50%+ down from highs. Seem to pick this up every 2-3 yrs. That time is now approaching"  
[X Link](https://x.com/fintegrate/status/2016860720869044562)  2026-01-29T13:07Z [----] followers, [----] engagements


"$MA grew top line 18% earnings growth 25% Has been like this throughout the last [--] years I have owned it. Stock is actually negative these last [--] mths. Make it make sense 😂😂"  
[X Link](https://x.com/fintegrate/status/2017193894262272265)  2026-01-30T11:11Z [----] followers, [----] engagements


"Must admit didnt have investors thinking wed start vibe coding cyber software on my bingo card for [--]. That one took me a bit by surprise. $CRWD $ZS"  
[X Link](https://x.com/fintegrate/status/2017229162436534589)  2026-01-30T13:31Z [----] followers, [----] engagements


"-1.6% vs 1.7% SPX [--] 17.6% 10yr CAGR Adds: $PME $WTC $FICO $AXON $SE $MSFT Exits $CSL $DLO Allocations: $WTC -13% $NVDA-10% $META -9% $MELI - 7% $MA- 5.5% $PME- 5.5% $SHOP-4% $MSFT -3.5% $AMZN -3.5% $SE -2.5% More in Profile link"  
[X Link](https://x.com/fintegrate/status/2018061249884385487)  2026-02-01T20:37Z [----] followers, [----] engagements


"Bit more $SE at $113 today. Market saying it really doesnt like this right now and has major concerns"  
[X Link](https://x.com/fintegrate/status/2018333778922402302)  2026-02-02T14:40Z [----] followers, [----] engagements


"Im now fully out of $TTD. Hit the exit button on my last tranche yesterday at $30. It was a great ride. I first picked up at $12. Exited about 1/2 near $130-$140. I just stayed a little too long with the rest at the end. Jeff Greene was a maestro. Now too many headwinds"  
[X Link](https://x.com/fintegrate/status/2018703523395809743)  2026-02-03T15:10Z [----] followers, [----] engagements


"The $FICO monopoly has fallen. Anthropic is in the credit scoring business now 🤷♂"  
[X Link](https://x.com/fintegrate/status/2018718186141635030)  2026-02-03T16:08Z [----] followers, 28.6K engagements


"Definite opportunities in some names Unfortunately like stepping in front of a freight train. My only green names today are $ALAB $FIX $RKLB $MA $V $ANET Everything else a bloody shade of red"  
[X Link](https://x.com/fintegrate/status/2018730369613258840)  2026-02-03T16:56Z [----] followers, [---] engagements


"I bought $FICO today. Algos are losing their minds"  
[X Link](https://x.com/fintegrate/status/2018748581168001200)  2026-02-03T18:09Z [----] followers, [----] engagements


"Took an absolute hammering today. Down nearly 3% on my actives. Didnt stop me adding $FICO and $TDG (which Ive wanted to increase for a while). My $SPX holding Hardly broke a sweat down 1%. Feel more comfortable pushing active holdings because index is now 50% allocation"  
[X Link](https://x.com/fintegrate/status/2018794354564026419)  2026-02-03T21:10Z [----] followers, [----] engagements


"$FICO will not be disrupted. Will eat this tweet if proven wrong"  
[X Link](https://x.com/fintegrate/status/2018817149658374347)  2026-02-03T22:41Z [----] followers, [----] engagements


"I owned $CSU for about [--] yr. Actually made a good return but sold out around $4.5k last year CSU wont get disrupted by AI. The bigger challenge is keeping the acquisition engine running. I generally dislike inorganic growth ($TDG sole source is the one exception). Hit the exit"  
[X Link](https://x.com/fintegrate/status/2019046029799174349)  2026-02-04T13:51Z [----] followers, [----] engagements


"I was wrong on $AXON. Almost certainly sees $300 handle and perhaps $200 handle by the time this is all done. Still think this is a great biz. But need to stagger the buys more appropriately"  
[X Link](https://x.com/fintegrate/status/2019064317421695334)  2026-02-04T15:03Z [----] followers, [----] engagements


"More $FICO $1280s today. The point of much bigger buys is finally here"  
[X Link](https://x.com/fintegrate/status/2019072495114924486)  2026-02-04T15:36Z [----] followers, [----] engagements


"Eeeks. Claims $MNDY replicated in a casual 1hr of work by layperson. Must choose your spots wisely. ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and https://t.co/YrD8HLwYLc ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have"  
[X Link](https://x.com/fintegrate/status/2019113964022706220)  2026-02-04T18:20Z [----] followers, [----] engagements


"@FundasyInvestor No. Bit different to $AXON. This thing is already 30x earnings. Im happy to take my chances here with overall position weighting cap"  
[X Link](https://x.com/fintegrate/status/2019121724504363209)  2026-02-04T18:51Z [----] followers, [---] engagements


"@FundasyInvestor I space out my buys so next would be $1150"  
[X Link](https://x.com/fintegrate/status/2019122002091733130)  2026-02-04T18:52Z [----] followers, [---] engagements


"@ryu_tay I think theyve absolutely nailed this spot on. I wonder with $REA to what extent AI will target housing search. Seems not so straightforward to implement. I think $XRO may be in trouble. Took half off yesterday to deploy into $WTC. Plan to dispose the other half soon"  
[X Link](https://x.com/fintegrate/status/2019195936925204976)  2026-02-04T23:46Z [----] followers, [---] engagements


"$AXON maybe $400 by end of day Patience"  
[X Link](https://x.com/fintegrate/status/2019488567655887049)  2026-02-05T19:09Z [----] followers, [----] engagements


"$AXON $398 You now have my full undivided complete attention. Be stalking you soon"  
[X Link](https://x.com/fintegrate/status/2019511743815512445)  2026-02-05T20:41Z [----] followers, [----] engagements


"$AXON $MSFT in a race to $200 handle first"  
[X Link](https://x.com/fintegrate/status/2019514102947934330)  2026-02-05T20:50Z [----] followers, [----] engagements


"@OnoriAlex Its been decimated"  
[X Link](https://x.com/fintegrate/status/2019520938849751372)  2026-02-05T21:18Z [----] followers, [--] engagements


"I came into this year with more positions than I wanted looking for reasons to cut. The beauty of markets last this is they accelerate the weeding out. I said goodbye to $TTD $TEAM $DLO and $CSL already so far this year in fav of $FICO $AXON $MSFT. New $$ still to $SPX"  
[X Link](https://x.com/fintegrate/status/2019604107120484402)  2026-02-06T02:48Z [----] followers, [----] engagements


"@Colby17201470 $AXON is a monopoly Im absolutely convinced. Have owned for a while. I plan to buy once buy big and never buy again. Will be happy to pick bigger licks $350 or under $300"  
[X Link](https://x.com/fintegrate/status/2019720210115424324)  2026-02-06T10:29Z [----] followers, [---] engagements


"@Colby17201470 @fiftytwoweeklow For what its worth I like $DLO. But Im really looking to eliminate biz risk in what I own. Felt the [--] names above were upgrades"  
[X Link](https://x.com/fintegrate/status/2019720620939047147)  2026-02-06T10:31Z [----] followers, [---] engagements


"$DUOL Still stand by this. If AI is any good at all these type of services will become plug ins within GPT Gemini. Probably not today but sometime on the horizon. $DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies like this will bleed users. Much harder to dislodge workflow SaaS . Youd think relatively more straightforward to move consumers. https://t.co/2opjnmulGx $DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies"  
[X Link](https://x.com/fintegrate/status/2019737908916498508)  2026-02-06T11:40Z [----] followers, [----] engagements


"@green_algo Yes. $FICO $AXON $MSFT among others"  
[X Link](https://x.com/fintegrate/status/2019933093117968784)  2026-02-07T00:35Z [----] followers, [---] engagements


"$MCO Very pleased with this add. Picked some up at $397 this morning. While I bought some during tariff meltdown at $385 put much more weight on today which was available at a cheaper valuation as MCO has grown earnings 12% in between. Wow absolute panic over at $MCO today. Helped myself to some $400. Wow absolute panic over at $MCO today. Helped myself to some $400"  
[X Link](https://x.com/fintegrate/status/2021254189603598656)  2026-02-10T16:05Z [----] followers, [----] engagements


"@LowAlphaHighVol Price reaction may not indicate it but its still an AI winner. Results prove this. Hard to say what market is thinking in any moment. It probably doesnt really know itself"  
[X Link](https://x.com/fintegrate/status/2021683884241432888)  2026-02-11T20:32Z [----] followers, [--] engagements


"@jordan_invests @BhasinAadi Very much. I cashed out my final $CSL to top $WTC recently. Still I give 12-18 mths for full turnaround"  
[X Link](https://x.com/fintegrate/status/2012723829655715948)  2026-01-18T03:08Z [----] followers, [---] engagements


"Not taking any business risk is probably the most powerful investing concept I picked up from Dev K. Simple . But brutally effective"  
[X Link](https://x.com/fintegrate/status/2020856459739939144)  2026-02-09T13:45Z [----] followers, [---] engagements


"$CRDO $ALAB Is not for the feint hearted Drop 50% in [--] days on nothing. Rise 50% in [--] days on everything 😀"  
[X Link](https://x.com/anyuser/status/2020970501716459929)  2026-02-09T21:18Z [----] followers, [----] engagements


"Today is my 9th anniversary of owning Wisetech Global ($WTC). I have bought another [--] times since and it has become a [--] figure position for me. The co has become a [--] bagger in this time. Along with $NVDA $MELI and $PME this company changed my life. Find these- its worth it"  
[X Link](https://x.com/fintegrate/status/1962841685853081835)  2025-09-02T11:35Z [----] followers, 25.7K engagements


"$HIMS I sold my last tranche yesterday at $22. Little messy situation which it likely recovers from. But this one has worked out well so I dont need to stick around to find out. First bought in the $5.xx [--]. Still lots of potential though but not for me now. My 3rd anniversary of first buy of $HIMS today. Was my 9th [--] bagger. Cut a bunch at $70 but will be maintaining the rest. My $CELH experience taught me a lot about managing positions like this. The biz still has lots of potential IMO. https://t.co/JUmbBvcnqZ My 3rd anniversary of first buy of $HIMS today. Was my 9th [--] bagger. Cut a"  
[X Link](https://x.com/anyuser/status/2020121461462057062)  2026-02-07T13:04Z [----] followers, [----] engagements


"$NVDA Woke up and chose violence 😂"  
[X Link](https://x.com/anyuser/status/2020872540646703529)  2026-02-09T14:48Z [----] followers, [---] engagements


"$ANET 30% top line growth. Smooth steady and consistent. No doubt market takes this down 20% tomorrow. 😂"  
[X Link](https://x.com/fintegrate/status/2022059676272406984)  2026-02-12T21:26Z [----] followers, [----] engagements


"Too much OpenAI hate on here but of course here is not the real world. One could forget that OAI has 3x the Google Gemini users 3x Thats not to say how $MSFT distro helping OAI kill it in enterprise. But in consumer $META is coming. Billions in distro biggest AI winner NARRATIVE VIOLATION: despite all the hand wringing yes OpenAI still has the largest adoption and wallet share in enterprise. Whats also true: since our last survey in May [----] Anthropic posted the largest share increase of any frontier lab up 25% in enterprise penetration. https://t.co/ph79BTUGjD NARRATIVE VIOLATION: despite"  
[X Link](https://x.com/fintegrate/status/2017570305955258422)  2026-01-31T12:07Z [----] followers, [----] engagements


"With the amount of market value its destroyed. Anthropic should be a $1-$1.5T company if the destruction is permanent. May want to IPO next week"  
[X Link](https://x.com/fintegrate/status/2019739066485653664)  2026-02-06T11:44Z [----] followers, [----] engagements


"$TEAM was a tough one. Owned since about $23 in [--]. Was at one point a 20+ bagger. Took some off along the way $150-$250 range. Could have taken more. Exited the rest at $110. Disappointed to let it go but hard to look away from the trend for this"  
[X Link](https://x.com/fintegrate/status/2019746792615649469)  2026-02-06T12:15Z [----] followers, [----] engagements


"Got offered a bid on $FICO last week at $1288. Happily accepted. At that price 29x NTM with consensus earnings growth of 35% Now waiting for $1150 next or 26x earnings. I expect that will come pretty soon here"  
[X Link](https://x.com/fintegrate/status/2020473452453388524)  2026-02-08T12:23Z [----] followers, [----] engagements


"A few yrs ago my portfolio was full of SaaS businesses. $CRM $ADBE $WDAY $VEEV $HUBS $CSU $TEAM. Most were cleared out in [--] due to slowing growth. Didnt have AI on the list of concerns. Most wont return Only $NOW remains. Sometimes you dont need to be smart- just lucky"  
[X Link](https://x.com/fintegrate/status/2020837626866016596)  2026-02-09T12:30Z [----] followers, [----] engagements


"$SHOP back in the AI winners circle thanks to agentic commerce powering results to 30% revenue growth again. Reality is it never left AI winners circle. Market just got this wrong. AI is a tailwind that will deliver 30%+ growth for mid term"  
[X Link](https://x.com/fintegrate/status/2021559488814498152)  2026-02-11T12:18Z [----] followers, [----] engagements


"I find investing difficult but highly rewarding. Not just financially but making a contrary bet that pays off over years is just hugely satisfying Finding a biz that meets target hurdle rates identifying a reasonable price to pay and sizing it accordingly Crazy hard though"  
[X Link](https://x.com/fintegrate/status/2021595328185557017)  2026-02-11T14:41Z [----] followers, [---] engagements


"Ive been lucky enough to have [--] [--] baggers or [--] stocks up 10x. These are ProMedicus Wisetech Mercadolibre Nvidia Celsius Mastercard and TradeDesk. Just [--] can change your life. Heres what I learned from each. $PME $WTC $MELI $NVDA $CELH $MA $TTD 🧵"  
[X Link](https://x.com/fintegrate/status/1845441055811891265)  2024-10-13T12:26Z [----] followers, 28.1K engagements


"@jordan_invests Yes Im just as excited for $PME being AI App Store for radiology. Will deeply cement its moat and further embed switching costs. Things look very bright for the biz. Had my eye on $200 to add but founders stepped in and broke the fall"  
[X Link](https://x.com/fintegrate/status/2003466882758922555)  2025-12-23T14:05Z [----] followers, [---] engagements


"Interesting shift in market perception of AI. Weve now ended up where producers of AI are moatless vassels with no pricing power in commoditization race. Consumers (incl biz) of AI retaining all benefits. Not sure this will prove correct- but fascinating to watch"  
[X Link](https://x.com/fintegrate/status/2022273813874975231)  2026-02-13T11:37Z [----] followers, [----] engagements


"@Sai_invst_jrnl I decided I only want to own $MA and $SHOP in the payments space as an agentic commerce beneficiary . Nothing against Adyen. Very good biz"  
[X Link](https://x.com/fintegrate/status/2022714587171147977)  2026-02-14T16:48Z [----] followers, [---] engagements


"At its worst my $SE position was a near [--] fig loss. Thats now turned around to a [--] fig gain. Market is always humbling. Got punished for initially paying too much. But the lesson here is underlying business quality will bail you out with a long enough time horizon"  
[X Link](https://x.com/anyuser/status/1966877681389306117)  2025-09-13T14:52Z [----] followers, [----] engagements


"At this stage Ive just accepted that Im never going to have another new 5% position unless Im willing to deal myself a [--] figure tax bill on the exit of an existing position. Thats not due to lack of conviction- just not enough new $$ to invest. Compounding has done its job"  
[X Link](https://x.com/anyuser/status/1967186313674895388)  2025-09-14T11:19Z [----] followers, [----] engagements


"This $TTD drawdown has been one of the most painful since Ive owned the stock back in [--] The only silver lining was selling a bunch of it when it was over $120 late last year to cut position size At this point its 23x NTM for a stock growing 20%. Im still keeping for now"  
[X Link](https://x.com/anyuser/status/1969383541478969401)  2025-09-20T12:50Z [----] followers, [----] engagements


"Im on track to underperform the $SPX for the 3rd year in [--] if things hold as they are. Main reason is that my largest position $WTC a 16% position is down nearly 25% this year. The only reason Im up 11% is because I run a more diversified portfolio. Keeps me in the game"  
[X Link](https://x.com/anyuser/status/1969750207266017388)  2025-09-21T13:07Z [----] followers, [----] engagements


"I last bought $SHOP [--] years ago today. My biggest tranche in this business. Special buy for me. Had stalked this one for years. Never got a shot at a level at I was comfortable with. Started buying in early [--]. This was my last. Has 5xd from here. Patience paid off on this"  
[X Link](https://x.com/fintegrate/status/1970098753731441115)  2025-09-22T12:12Z [----] followers, [----] engagements


"I partly bought $MELI in [----] to have the potential that I thought Id missed by passing on $AMZN earlier. While MELI delivered what I expected from it up about 37x since then I was a fool to write off AMZN as being done. AMZN still returned 23x since [----]. Only entered in [--] $MELI On this day [--] years ago I made my first investment in a business called Mercadolibre at $68. I subsequently added to that investment nearly [--] times over the years. Its one of a handful of investments that changed my life. Find your own MELI- its worth it https://t.co/tDIB3KWnTq $MELI On this day [--] years ago I"  
[X Link](https://x.com/anyuser/status/1970448307844427824)  2025-09-23T11:21Z [----] followers, [----] engagements


"It was a pretty meaningful mark in my investment journey when the capital appreciation from my investments each year surpassed the income I took home from my day job. Power of compounding hits you hard then"  
[X Link](https://x.com/anyuser/status/1970824033068290306)  2025-09-24T12:14Z [----] followers, [----] engagements


"So this is where I ended on $FICO. [--] adds. First buys last year in May24 at $1180. 35x NTM c/f. Biz was much better than my original assessment. Added too early this year but hit it hard $1400. My accumulation is done (unless $1200 comes). Fav and biggest buy at $1310"  
[X Link](https://x.com/anyuser/status/1974056835595256230)  2025-10-03T10:20Z [----] followers, [----] engagements


"Tell me youre max long without telling me youre max long. As I said Govt Pariah to Govt Hero $FICO Not good news for $EFX and the rest FICO really is out playing the Credit Bureaus. FICO really is out playing the Credit Bureaus"  
[X Link](https://x.com/anyuser/status/1977740546144620750)  2025-10-13T14:17Z [----] followers, [----] engagements


"Pretty incredible that in spite such great results and new growth drivers $MELI has still underperformed the $SPX by such a large margin over the last [--] years. Low growth companies like $AAPL have outperformed it by a huge margin 🤷♂"  
[X Link](https://x.com/fintegrate/status/1978067616611614906)  2025-10-14T11:57Z [----] followers, [----] engagements


"My $MELI position is up about 35x from my first investment. The scary thing is I think it has enough growth drivers that it could easily 3-5x again from these levels within a 10yr period from here"  
[X Link](https://x.com/anyuser/status/1981353162704335116)  2025-10-23T13:33Z [----] followers, [----] engagements


"$isrg may be the most practical predictable and profitable way to play robotics and physical AI. Nothing better than a core business with meaningful switching costs high differentiation low risk of commoditization where the stakes and outcomes couldnt be higher"  
[X Link](https://x.com/fintegrate/status/1982424712228807145)  2025-10-26T12:30Z [----] followers, [----] engagements


"Shoot say whatever you like about $MELI and LATAM But at 40% topline growth the biz has years of runway and compounding ahead. Profitable too 😂"  
[X Link](https://x.com/anyuser/status/1983667560118947899)  2025-10-29T22:49Z [----] followers, [----] engagements


"$MA No fuss no noise no cheerleading just another quarter of 17% top line growth and increasing earnings. Just the way I like it"  
[X Link](https://x.com/anyuser/status/1983868932613079522)  2025-10-30T12:09Z [----] followers, [----] engagements


"We are witnessing the rapid transformation of $MELI from being just an Ecomm co or fintech co or adtech co into a data insights biz. Thats really going to lay the groundwork for rapid and successful product development and monetization in the future. This is just 1st innings"  
[X Link](https://x.com/anyuser/status/1984225917221412946)  2025-10-31T11:48Z [----] followers, [----] engagements


"$META now 22x NTM cheapest of the big tech cos with the best growth prospects outside $NVDA Dont really mind that at all"  
[X Link](https://x.com/anyuser/status/1984238027158499491)  2025-10-31T12:36Z [----] followers, [----] engagements


"Started my buys of $MSFT again. Think this now trades at 29x NTM for 17-18% earnings per share growth. Want to make this much bigger. Fits where Im moving my portfolio too now. $META high on my list next but need the lemmings to panic more. Will likely buy before cycle ends"  
[X Link](https://x.com/fintegrate/status/1987136361623654556)  2025-11-08T12:33Z [----] followers, [----] engagements


"$FICO . BIG if true Pulte said that they will accept a VantageScore the reality is we cannot deliver it to them. We can turn it on but it can't go through the AUS systems and capital markets don't know what to do with it. So effectively you cannot use it yet" On Vantage Score adoption and FICO switching costs: "Right now it is all about cost for them. I don't think they have any allegiance. If Vantage were available today and it cost less they would switch over. There is no loyalty there. Unfortunately as long as it is adopted and On Vantage Score adoption and FICO switching costs: "Right now"  
[X Link](https://x.com/fintegrate/status/1987316321013637400)  2025-11-09T00:28Z [----] followers, [----] engagements


"$MELI looking real weak. Come to me MELI"  
[X Link](https://x.com/fintegrate/status/1987972463821500587)  2025-11-10T19:55Z [----] followers, [----] engagements


"$SE result was a cracker. When you are growing 40% top line you shouldnt maximize profitability. Ecom rev 34% orders 28% Gareena rev 30%+ strong paying user growth bookings up 50% Monee revenue 60% All round biz strength. besides which EPS like 150%"  
[X Link](https://x.com/anyuser/status/1988221512504242628)  2025-11-11T12:25Z [----] followers, [----] engagements


"$SE .getting very interesting at these levels"  
[X Link](https://x.com/anyuser/status/1988276883449106782)  2025-11-11T16:05Z [----] followers, 43.5K engagements


"$SE This looks to be investor fears of a new [--] style investment cycle. I dont think its that. SEs margins wont collapse again. Gareena holding up really well vs [--]. I smell opportunity. Snaffled a few at $141. First time since 22"  
[X Link](https://x.com/fintegrate/status/1988324563097448935)  2025-11-11T19:14Z [----] followers, [----] engagements


"While my funds have been flowing into $MSFT $META and $AXON most recently getting increasingly hard to look away from $SE and $MELI. Growing top line 40% these biz are the gateway to commerce fin services ads subscriptions for huge demos in EM Bit on SE. Both may get $$"  
[X Link](https://x.com/fintegrate/status/1988569906141442515)  2025-11-12T11:29Z [----] followers, [----] engagements


"$DLO results were quite good. Very strong top line (54%) growth in spend of existing accounts (145%) NRR etc. But I think this trade sideways till market see where take rate bottoms. That could take a while with scaling customers driving lower rates. Still holding "  
[X Link](https://x.com/fintegrate/status/1988929849713651965)  2025-11-13T11:20Z [----] followers, [----] engagements


"Wanted to use this pullback so that if $META ever regains ATH my allocation would be as big as what I have in $NVDA. Mission accomplished and still not done yet if market decides its not done yet"  
[X Link](https://x.com/fintegrate/status/1989680309810729443)  2025-11-15T13:02Z [----] followers, [----] engagements


"Unpopular Opinion: There is too much alpha in just picking up these mega cap platforms on sharp pullbacks to get strong risk adjusted returns than trying to find some new small cap diamond in the rough. $META $SE $MSFT $NVDA $MELI"  
[X Link](https://x.com/fintegrate/status/1990060033766556079)  2025-11-16T14:11Z [----] followers, 10.3K engagements


"@BhasinAadi If you look at Horizon Kinetics they have some great write ups on LB. My thinking here is that AI will create massive data center demand which has major demands on land cheap energy and water for cooling. LB has land rights and access to all [--] in Permian. First DC contract now"  
[X Link](https://x.com/fintegrate/status/1938197530891768315)  2025-06-26T11:27Z [----] followers, [--] engagements


"Loved this wisdom from Akre. He describes right where I am with $PME . Up 50x (52x) and looking for the double to take me to 100x We dont have sell targets on anything we own. One of the hardest things for an investor is to manage the temptation to sell a business when the stock has gone up a lot or when its having a lull in its performance. Its maybe particularly hard when you come from the sell side We dont have sell targets on anything we own. One of the hardest things for an investor is to manage the temptation to sell a business when the stock has gone up a lot or when its having a lull"  
[X Link](https://x.com/fintegrate/status/1949485932098290029)  2025-07-27T15:04Z [----] followers, [----] engagements


"@simonseverino Many of the guys with the singles and doubles could do with some speculative ones. $PME was a speculative holding under $500M when I bought. It changed my life as it 50x d. No reason not to have 1-2 of these in a portfolio. If they dont work you dont loose much"  
[X Link](https://x.com/fintegrate/status/1950903758625329158)  2025-07-31T12:57Z [----] followers, [--] engagements


"$PME was a biz that I bought in [--] at 35x forward cash flow It now trades for [---] forward cash flow while having grown revenue cash flow and profit30% annualized over the period The combo of high quality recurring earnings growth + multiple appreciation produced [--] bagger"  
[X Link](https://x.com/fintegrate/status/1951631317864415487)  2025-08-02T13:09Z [----] followers, [----] engagements


"@ryu_tay lol Grok actually recommended I buy it when I put in my portfolio and asked it to suggest something similar Yea this could have been one that could have fit but I always buy at lower valuations. When it was lower growth was poor. Now valuation assumes a lot. Happy with $PME"  
[X Link](https://x.com/fintegrate/status/1952552272719749479)  2025-08-05T02:08Z [----] followers, [--] engagements


"@SimeonResearch_ Congrats on the $PME exit Sorry to see you go maybe youll be back soon 😉"  
[X Link](https://x.com/fintegrate/status/1953523489622610216)  2025-08-07T18:27Z [----] followers, [---] engagements


"$DUOL being tarred with the same brush that some pockets of SaaS are right now. Bear thesis has to be if this AI stuff is any good companies like this will bleed users. Much harder to dislodge workflow SaaS . Youd think relatively more straightforward to move consumers"  
[X Link](https://x.com/fintegrate/status/1954948045071691928)  2025-08-11T16:48Z [----] followers, [----] engagements


"$SE is a special one for me. Its not a 50x like $PME or a 35x like $MELI. Not even a 10x like $HIMS. SE isnt in my Top [--] returners. I did everything wrong with this one. Too big a position at too high a price. Was still able to win ugly anyway SE has more winning to do"  
[X Link](https://x.com/fintegrate/status/1971195228905148807)  2025-09-25T12:49Z [----] followers, [----] engagements


"My 3rd anniversary of first buy of $HIMS today. Was my 9th [--] bagger. Cut a bunch at $70 but will be maintaining the rest. My $CELH experience taught me a lot about managing positions like this. The biz still has lots of potential IMO"  
[X Link](https://x.com/anyuser/status/1987878391832621299)  2025-11-10T13:41Z [----] followers, [----] engagements


"My wild out there prediction on AI Ill be able to create my own personalized movies and music on the fly with a simple prompt for no incremental cost. Not sure what this will mean for legacy content platforms like $NFLX $SPOT etc in future"  
[X Link](https://x.com/fintegrate/status/1988606455789084673)  2025-11-12T13:55Z [----] followers, [----] engagements


"@BhasinAadi I think vertical software will continue to do very well. $WTC which is now an agentic transaction platform and $PME will continue gobbling up share. Dont see anyone displacing these. Switching costs are good. Network effect software is much better. Helps defend lower cost/build"  
[X Link](https://x.com/fintegrate/status/2012684299821048247)  2026-01-18T00:31Z [----] followers, [----] engagements


"@ryu_tay Interesting. Very interesting. Intelligent investor have missed $PME for years on valuation. That they are finally initiating here is pretty noteworthy. Ive been eyeing the $180-$200 level to top. I own a tonne of it though at much lower. Be my first add since 17"  
[X Link](https://x.com/fintegrate/status/2012858066648109180)  2026-01-18T12:02Z [----] followers, [---] engagements


"My first add to ProMedicus $PME today since [----] 😅 Doubled my original cost base Lets see how it goes"  
[X Link](https://x.com/fintegrate/status/2013703450954002885)  2026-01-20T20:01Z [----] followers, [----] engagements


"@briankirsty Hard bar to put on a stock. These could be the [--] best businesses to ever come out of Australia. I actually think the next $WTC $PME could be .$WTC and $PME. Both have years of growth ahead of them"  
[X Link](https://x.com/fintegrate/status/1963056150662021397)  2025-09-03T01:47Z [----] followers, [---] engagements


"Ive had the greatest success with my investments where theyve had durability of growth. $PME $WTC and $MELI have all grown 20%+ for a decade or more. This is more important than their rate of growth. Going forward think $SE $MELI durability not reflected in their stock price"  
[X Link](https://x.com/fintegrate/status/1963599932587442494)  2025-09-04T13:48Z [----] followers, [----] engagements


"$PME Duration of high growth is more important than raw growth rate. Analysts are finally coming around to recognize why PME is valued so highly and why its been such a compounder. Mid 20s growth for another [--] years will mean 15+ yrs of 20% high growth and [---] bagger for me. Citi upgrades $PME to Buy lifting TP to $350 (+19% upside) on sustained mid-20s% growth and 10-year contract tailwinds. An AI breast cancer licensing deal deepens PMEs moat boosting high-margin revenue streams. Valuation is rich at 100x+ PE but compounding power keeps the Citi upgrades $PME to Buy lifting TP to $350 (+19%"  
[X Link](https://x.com/fintegrate/status/1969544326217707696)  2025-09-20T23:28Z [----] followers, [----] engagements


"Ive owned $PME Promedicus for [---] years. Im planning to own for at least another [--] more without selling shares. I suspect when my [--] years timeline rolls around the biggest regret that Ill have is not that I didnt take profits but that I didnt bet bigger or average up"  
[X Link](https://x.com/fintegrate/status/1975188038570348805)  2025-10-06T13:15Z [----] followers, [----] engagements


"I find that anything less than a 10x hasnt made a mark in the portfolio unless Ive put weight. $SHOP $META the standouts here. However anything 20x and beyond didnt need a lot of weight to make a real impact. $PME $MELI case in point. The Exponential impact of compounding"  
[X Link](https://x.com/fintegrate/status/1978447264369799346)  2025-10-15T13:06Z [----] followers, [----] engagements


"Believe it or not but these small $7M and $10M private radiology contracts will end up being more important than $PME $330M Trinity deal. Through these PME is developing the template to win the bulk of the small and mid private radiology market and bulk of TAM. The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC"  
[X Link](https://x.com/fintegrate/status/1992738353083810294)  2025-11-23T23:33Z [----] followers, [----] engagements


"My top [--] going into next year. I dont expect this will change much over [--] though positions may move around in slots 1-10. Really like the composition and relative weights into [--]. Better balance vs what I had this year. $WTC $NVDA $META $MELI $MA $PME $MSFT $SHOP $AMZN $FICO"  
[X Link](https://x.com/fintegrate/status/2003107758493815216)  2025-12-22T14:18Z [----] followers, [----] engagements


"@jordan_invests Impressed with $4DX. Have been tracking this one. Some big reference academic hospital wins. Have to see how well this translates into private. Thats where the big $$ are. PME successively made this jump. PME still so early at just $15B they have a long way to go"  
[X Link](https://x.com/fintegrate/status/2003431819233099988)  2025-12-23T11:45Z [----] followers, [---] engagements


"@simon_haeger I actually think $PME is much better placed for whats coming vs whats been. [--] in [--] hospitals are looking to switch to PME. Part of this is likely due to what AI will do here. Cloud first with rapid processing speed will be key to allow improved diagnostics. PME excels here"  
[X Link](https://x.com/fintegrate/status/2015440573155496137)  2026-01-25T15:04Z [----] followers, [---] engagements

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