# ![@govro12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1893290084797161474.png) @govro12 govro12

govro12 posts on X about $ri, $bbd, $cuervo, bombardier the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1893290084797161474/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:interactions.svg)

- [--] Week [-----] -52%
- [--] Month [------] -24%
- [--] Months [---------] +93%

### Mentions: [--] [#](/creator/twitter::1893290084797161474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:posts_active.svg)

- [--] Month [--] -96%
- [--] Months [---] +445%

### Followers: [-----] [#](/creator/twitter::1893290084797161474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:followers.svg)

- [--] Week [-----] +5.30%
- [--] Month [-----] +23%
- [--] Months [-----] +133%

### CreatorRank: [---------] [#](/creator/twitter::1893290084797161474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [gaming](/list/gaming) 

**Social topic influence**
[$ri](/topic/$ri) #7, [$bbd](/topic/$bbd), [$cuervo](/topic/$cuervo) #3, [bombardier](/topic/bombardier), [in the](/topic/in-the), [canada](/topic/canada), [$googl](/topic/$googl), [ai](/topic/ai), [$nvda](/topic/$nvda), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@memyselfandi006](/creator/undefined) [@evfcfaddict](/creator/undefined) [@sutjesh](/creator/undefined) [@shotchange](/creator/undefined) [@pepiteseurope](/creator/undefined) [@gezzogero](/creator/undefined) [@mikefritzell](/creator/undefined) [@davidkatunaric](/creator/undefined) [@augustusville](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@equitybaron](/creator/undefined) [@daviddiranko](/creator/undefined) [@altaycapital](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@cermrew](/creator/undefined) [@aksel465](/creator/undefined) [@dipinvest](/creator/undefined) [@richardwedekin1](/creator/undefined) [@systvest](/creator/undefined) [@googl](/creator/undefined)

**Top assets mentioned**
[Robotics Intelligence (RI)](/topic/$ri) [Banco Bradesco S.A. American Depositary Shares (BBD)](/topic/$bbd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Diageo plc (DEO)](/topic/$deo) [Fiserv, Inc. (FI)](/topic/$fi) [MercadoLibre Inc (MELI)](/topic/$meli) [Wise (WISE)](/topic/$wise) [Cipher (CPR)](/topic/$cpr) [Microsoft Corp. (MSFT)](/topic/$msft) [Synopsys, Inc. (SNPS)](/topic/$snps) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Merit Circle (MC)](/topic/$mc) [General Electric Company (GE)](/topic/$ge)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The enemy of my enemy is my friend. Back on twitter now that Elon is fighting the ultimate grifter @realDonaldTrump - Here is the Boring and Bold [--] Portfolio on July1st - @memyselfandi006 @augustusville @evfcfaddict http://altaycap.substack.com http://altaycap.substack.com"  
[X Link](https://x.com/govro12/status/1940079217883914742)  2025-07-01T16:05Z [---] followers, 15.5K engagements


"@evfcfaddict Or cadense synopsis autodesk"  
[X Link](https://x.com/anyuser/status/1944800725894127721)  2025-07-14T16:46Z [----] followers, [---] engagements


"@evfcfaddict Or constellation de"  
[X Link](https://x.com/govro12/status/1944800875781730676)  2025-07-14T16:47Z [---] followers, [--] engagements


"@evfcfaddict yes its trading below equity - 25euro of tangible assets per shares. Inventory mostly logs and "merreins" are valued at 450m like you said. I foresee a reduction in inventory to FCF should come but got burn once so I am careful with this mgt. They need to be scared by debt"  
[X Link](https://x.com/anyuser/status/1945159414568132960)  2025-07-15T16:31Z [----] followers, [---] engagements


"@SutjeSH @memyselfandi006 Thanks makes sense - Hapag transferred cargo from HHLA Hambourg to Eurogate Hambourg and Eurogate has agreed for expansion lw. So injection of capital might be welcomed. Eurogate Hamburg container terminal is 50/50 right now (BLG logistics / Eurokai) based on my understanding"  
[X Link](https://x.com/govro12/status/1945453988582764884)  2025-07-16T12:02Z [---] followers, [--] engagements


"@gezzogero @ClarkSquareCap Have you identified another supplier of titanium blades for the LEAP engine I couldn't - are they the sole source of blades for both GE and Safran. It seems but not sure"  
[X Link](https://x.com/govro12/status/1945458870488367129)  2025-07-16T12:21Z [---] followers, [---] engagements


"@shot_change Americans will drink their way through [----] and stagflation with Scotch 10% and bourbon 0% with the ocasionnal threat canadian whiskey 30% tequila 30% cognac 30% negroni 30%"  
[X Link](https://x.com/govro12/status/1945494617924702299)  2025-07-16T14:43Z [---] followers, [---] engagements


"Why Can't AI Make Its Own Discoveries With Yann LeCun via @YouTube - current LLM reasoning approach is totally clunky and a waste of resources of course META and open AI need 100s billion of Capex. make your own conclusion - listen to the AI master https://youtu.be/qvNCVYkHKfgsi=ncjS44jLSSGM6xCI https://youtu.be/qvNCVYkHKfgsi=ncjS44jLSSGM6xCI"  
[X Link](https://x.com/govro12/status/1945582671842660384)  2025-07-16T20:33Z [----] followers, [----] engagements


"@shot_change Might be for the better serious culture clash between the open cow-boy from the north and japanese style"  
[X Link](https://x.com/govro12/status/1945824126024761640)  2025-07-17T12:33Z [---] followers, [---] engagements


"@shot_change yes totally agree. ATD is not like the old days - The golden year were [----] to [----] - once they started to expand outside of NA I felt uneasy"  
[X Link](https://x.com/govro12/status/1945838972929712540)  2025-07-17T13:32Z [---] followers, [--] engagements


"@BerkelKip @gezzogero It requires steady public offering to stay afloat IMO"  
[X Link](https://x.com/govro12/status/1945869894119006710)  2025-07-17T15:35Z [---] followers, [---] engagements


"@SutjeSH And UK got a not so bad deal in terms of trade so industry should be fine. I think RR gets to ship their engine to USA without tariff"  
[X Link](https://x.com/govro12/status/1945874573364273643)  2025-07-17T15:53Z [---] followers, [--] engagements


"@cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest Who in the right mind would buy an italian microcap at 10% level Minority Shareholder rights is not fair the same with French"  
[X Link](https://x.com/anyuser/status/1946262897757229150)  2025-07-18T17:36Z [----] followers, [----] engagements


"@augustusville Kudos on the [--] baggers on fairfax in my home turf and our [--] baggers Nintendo (although you Didnt swing strong enough - soros .)"  
[X Link](https://x.com/govro12/status/1946334632951075170)  2025-07-18T22:21Z [---] followers, [---] engagements


"@shot_change @cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest Down own transdigm just an example"  
[X Link](https://x.com/govro12/status/1946591212971946390)  2025-07-19T15:21Z [---] followers, [---] engagements


"@DavidDiranko Which one a rule is set to be broken"  
[X Link](https://x.com/govro12/status/1946591542036111735)  2025-07-19T15:22Z [---] followers, [---] engagements


"back to the future: talking about italian microcap $GM they did time the ipo (2023) dam well @shot_change @SutjeSH @evfcfaddict @equitybaron"  
[X Link](https://x.com/govro12/status/1946641558213660684)  2025-07-19T18:41Z [---] followers, [---] engagements


"might not age well IMO stablecoin is a real game changer making USD ubiquitous worldwide. There is not a lot of ways to play this game. $COIN $CRCL and indirectly Ether since vast majority of stablecoin is stored in that chain (128B on ETHER)"  
[X Link](https://x.com/govro12/status/1946653918605230346)  2025-07-19T19:30Z [---] followers, [---] engagements


"@SutjeSH Beer business is good although aluminium is replacing in NA not sure in Europe. Europe might have access to cheap aluminium from Canada to avoid 50% tariff. Maybe glass bottle in usa is a tariff play lol"  
[X Link](https://x.com/govro12/status/1948399025666838571)  2025-07-24T15:05Z [---] followers, [--] engagements


"@Abilitato_de Since Google is 25% of my portfolio here is my instant take: 90% search chrome 70% gmail US 75% streaming #1 Youtube Android 70% mobile OS 67% google map. LLM is on a decelerating - Google will invent the next AI scheme like they did with alphago Self learning & transformer"  
[X Link](https://x.com/anyuser/status/1949233301023003003)  2025-07-26T22:20Z [----] followers, [---] engagements


"@finphysnerd A bank in a hyperinflation country is looking for trouble. like collecting 5cents in front of a bulldozer"  
[X Link](https://x.com/govro12/status/1949236643799716099)  2025-07-26T22:33Z [---] followers, [---] engagements


"@finphysnerd oups thought it was Turkey but it is in Central Asia kazakhstan"  
[X Link](https://x.com/govro12/status/1949450022665203998)  2025-07-27T12:41Z [---] followers, [---] engagements


"@MikeFritzell @gezzogero dont need a write-up to read an annual report"  
[X Link](https://x.com/anyuser/status/1949490647175483707)  2025-07-27T15:22Z [----] followers, [---] engagements


"For Canada no deal is better than a deal like that (EU) -- https://www.theguardian.com/us-news/2025/jul/24/eu-fails-to-reduce-50-steel-tariff-in-outline-trade-deal-with-us https://www.theguardian.com/us-news/2025/jul/24/eu-fails-to-reduce-50-steel-tariff-in-outline-trade-deal-with-us"  
[X Link](https://x.com/govro12/status/1949567352854786494)  2025-07-27T20:27Z [---] followers, [----] engagements


"@pepiteseurope yes better to build your Kubota with 50% less expensive AL and steel in Japan and then pay a 15% tariff then to onshore in USA. Stupid tariff. I would put no tariff in raw inputs and high tariff in finished product if you want onshoring. Clueless"  
[X Link](https://x.com/govro12/status/1949570426847543584)  2025-07-27T20:39Z [---] followers, [--] engagements


"though q2 for $BBD in terms of delivery. The chaotic tariff month probably did not help. services was strong and Booking was the best booking (2.3) achieved by the co for the past 10y. This should be very for FCF in 2H. Link: https://bombardier.com/en/media/news/bombardier-second-quarter-performance-places-corporation-track-full-year-guidance-while https://bombardier.com/en/media/news/bombardier-second-quarter-performance-places-corporation-track-full-year-guidance-while"  
[X Link](https://x.com/anyuser/status/1950900580123107496)  2025-07-31T12:45Z [----] followers, [----] engagements


"some numbers"  
[X Link](https://x.com/govro12/status/1950901384779358627)  2025-07-31T12:48Z [---] followers, [--] engagements


"analysis on $BBD published in March https://www.wintergems.com/p/a-timely-post-bombardier-leading https://www.wintergems.com/p/a-timely-post-bombardier-leading"  
[X Link](https://x.com/govro12/status/1950901798316757289)  2025-07-31T12:50Z [---] followers, [---] engagements


"don't forget that $BBD will not be paying tax since it lost so much money in the [----] decade so EBIT translates to Net income after interests"  
[X Link](https://x.com/govro12/status/1950902423037321302)  2025-07-31T12:52Z [---] followers, [---] engagements


"In the same industry as $BBD ($RR) Rolls Royce another duopoly with GE (wide body engine) has published wow numbers 1H2025 EPS [-----] pence up from 8.95"  
[X Link](https://x.com/govro12/status/1950904670496387511)  2025-07-31T13:01Z [---] followers, [---] engagements


"@AltayCapital Totally right cheap pe cash buyback. instant bought a few shares when i saw this post 🙏other jap chocolate or gum staple Worth watching - I am hooked on this indu but sold lindt and $Hsy a while beingto overpriced"  
[X Link](https://x.com/govro12/status/1953669114959933588)  2025-08-08T04:06Z [---] followers, [---] engagements


"GPT5 lackluster improvement is not a sign that openAI is loosing its edge but that LLM model improvement has reached its limit. Yes no super intelligence at the end of it. Time to scale down"  
[X Link](https://x.com/govro12/status/1959631080396292165)  2025-08-24T14:57Z [---] followers, [---] engagements


"@pepiteseurope The raise of a super intelligence would cause a much higher level of disruption for Google than any benefits on cloud"  
[X Link](https://x.com/govro12/status/1959665771933466671)  2025-08-24T17:15Z [---] followers, [--] engagements


"2009 holding Dollarama - its been [--] years - keeps delivering. Latest Q2 results. SSS 4.9%. YoY sales +10% EPS +14%. First opening store in Mexico (80% ownership) now [---] stores in Australia"  
[X Link](https://x.com/anyuser/status/1960723253707588034)  2025-08-27T15:17Z [----] followers, [---] engagements


"Japan nuclear valve maker okano valve $6492 a double in [--] mo and big jump last few days any news - from a clueless foreigner investor CAN anyone help @gezzogero"  
[X Link](https://x.com/anyuser/status/1961576598961782840)  2025-08-29T23:48Z [----] followers, [----] engagements


"@AltayCapital @japan_cap Yahoo Japan or Yahoo finance"  
[X Link](https://x.com/govro12/status/1963070594745807224)  2025-09-03T02:44Z [---] followers, [---] engagements


"Might have to trim early next year on $GOOG - added earlier this year at 144-170$ range. Now 31% of portfolio"  
[X Link](https://x.com/anyuser/status/1963302067436392521)  2025-09-03T18:04Z [----] followers, [----] engagements


"Capital gains 2026"  
[X Link](https://x.com/govro12/status/1963315444770611692)  2025-09-03T18:57Z [---] followers, [---] engagements


"When one of your high moat too expansive in your Watch list is cut in half $snps - i pay attention 👀"  
[X Link](https://x.com/anyuser/status/1965901231735583138)  2025-09-10T22:12Z [----] followers, [----] engagements


"@JerryCap In my opinion it would be one of the worst public co play when the AI bubble will burst in 2026"  
[X Link](https://x.com/govro12/status/1965909307909914797)  2025-09-10T22:44Z [---] followers, [---] engagements


"Mostly a IP segment quarter hiccup. Possibly IP is not totally aligned with current AI trend. Design automation is very strong"  
[X Link](https://x.com/govro12/status/1966119351423230241)  2025-09-11T12:39Z [---] followers, [---] engagements


"@Szew_invest Hi thanks for the stock market overview post Does JSE trades somewhere else than in johanesburg I could not it as a pink sheet in Frankfurt or London"  
[X Link](https://x.com/govro12/status/1966900890281136195)  2025-09-13T16:24Z [---] followers, [---] engagements


"Today is a big day for me after investibg for 30+ years I was able to get my first 100bagger. Google @googl at 250$ is my first 100baggers it took [--] years and 1mo. I average up a few times including this year at [---] and [---]. Almost never sold except a few %. Now 33% of holding"  
[X Link](https://x.com/anyuser/status/1967690659592388885)  2025-09-15T20:43Z [----] followers, 75.3K engagements


"@memyselfandi006 @googl Thanks the management (Larry Sergei duo) and Sundar is key to hold during the threats (2008 Bing Apps iPhone social nw FB mobile no search tiktok search [----] chatgpt bing duo). Hopefully mgt of eurokaiBombardier thermador will give us good reasons to hold anoth [--] years"  
[X Link](https://x.com/anyuser/status/1967917601578946866)  2025-09-16T11:44Z [----] followers, [----] engagements


"@ReturnsJourney I would say that Coupang in SK and MELI in SA. They have access to ecommerce data. Don't believe PayPal is the same. Adyen neither"  
[X Link](https://x.com/govro12/status/1968662532396028413)  2025-09-18T13:04Z [----] followers, [---] engagements


"Another falling 🗡 - $SNPS has reach top8 level 2nd one in [----] after $BBD - will see how it goes got hammered due to IP rev due to intel foundry issue and china export control. Design automation is intact"  
[X Link](https://x.com/govro12/status/1968682767635423394)  2025-09-18T14:25Z [---] followers, [----] engagements


"@evfcfaddict I held $FDS after finding it in LV in [----]. [----] was a great year to buy compounders. I sold in early [----] due to overvaluation. Might be time to get back into it. It's very moaty. Customers will not disappear with AI"  
[X Link](https://x.com/govro12/status/1969095187906363392)  2025-09-19T17:44Z [----] followers, [---] engagements


"@BerkelKip Also like Dotcom - cloud funding for startup openAI Claude etc is 10x the revenue generated so almost entirely funded by VCs and equities. If music stops it will crash like in 2001"  
[X Link](https://x.com/govro12/status/1969147656711606707)  2025-09-19T21:12Z [---] followers, [---] engagements


"Okay when you have to invest 100B into one of your largest customer to buy your gear the Bubble is about to burst $NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN [----] $NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026"  
[X Link](https://x.com/anyuser/status/1970206954350903299)  2025-09-22T19:21Z [----] followers, [----] engagements


"I just shorted my first round of $Nvda and oracle just now - below 1% of total holding - this is the first round be careful"  
[X Link](https://x.com/anyuser/status/1970211878774137054)  2025-09-22T19:41Z [----] followers, [---] engagements


"https://www.reuters.com/business/more-questions-than-answers-nvidias-100-billion-openai-deal-2025-09-23/ https://www.reuters.com/business/more-questions-than-answers-nvidias-100-billion-openai-deal-2025-09-23/"  
[X Link](https://x.com/govro12/status/1970532486141665347)  2025-09-23T16:55Z [---] followers, [---] engagements


"2nd round AI bubble short: Sept24 NVDA -x at 178.26$ $ORCL -x/2 at 305.36$ Now shorts is 1.5% of holding. disclosures on my short: $NVDA -x at 182.77$ ; $ORCL -x/2 at 326.91$ less than 1% of holding disclosures on my short: $NVDA -x at 182.77$ ; $ORCL -x/2 at 326.91$ less than 1% of holding"  
[X Link](https://x.com/govro12/status/1970928483372261673)  2025-09-24T19:09Z [---] followers, [----] engagements


"@capitalatrisk23 @optionsly Should I be worry for my tiny tracking wise stocks :)"  
[X Link](https://x.com/govro12/status/1971257545475211680)  2025-09-25T16:56Z [---] followers, [--] engagements


"@teddy_okuyama Interesting can you elaborate why it is a Green furnace play and not just a furnace play Is it the main furnace co in Japan. It seems that automobile difficulties is impacting them (delay due to tariff) - just doing some dd"  
[X Link](https://x.com/govro12/status/1972324934975402386)  2025-09-28T15:38Z [----] followers, [---] engagements


"@borrowed_ideas shorting oracle is probably the best hedge /insurance in case of AI capex stalling- does not require total collapse"  
[X Link](https://x.com/govro12/status/1972334773206122752)  2025-09-28T16:17Z [---] followers, [---] engagements


"@ObrenovicZeljko Debt has been stable since [----] since the very large acquisition of Absolute. Since Absolute no major acquisition was done. This is part of my slow growth - MSD - segment. Rerating will happen in my opinion and MSD growth will continue. 5.7% in the mean time. I like those odds"  
[X Link](https://x.com/govro12/status/1973411689556033647)  2025-10-01T15:36Z [----] followers, [---] engagements


"putain de mrd +60% EPS Eurokai"  
[X Link](https://x.com/anyuser/status/1974508797805957291)  2025-10-04T16:15Z [----] followers, [----] engagements


"@BerkelKip Well at least you get bitcoin at the end of the day. BTW bitcoin miner have not use GPU since [----] only ASIC. Maybe crypto is showbiz the way lol ASIC versus gpu"  
[X Link](https://x.com/govro12/status/1975756605460263387)  2025-10-08T02:54Z [----] followers, [---] engagements


"@capitalatrisk23 I never made a dollar a yen or a euro with robotic stocks this is highly cyclical and like chasing a rainbow. But i agree it should have stayed owned by europeans"  
[X Link](https://x.com/anyuser/status/1975917238864707711)  2025-10-08T13:32Z [----] followers, [---] engagements


"@capitalatrisk23 bought a few shares at IPO and it did nothing for [--] years. Need to be patient"  
[X Link](https://x.com/govro12/status/1976017763069198606)  2025-10-08T20:12Z [----] followers, [---] engagements


"@Fwenen @memyselfandi006 Usa and india are the [--] largest market for Jameson - germany is struggling as you said - i have not seen any structural dcline in the data I went though in the last month except on specific brand like Mumm and Ricard and wine of course which got kick out (wine)"  
[X Link](https://x.com/govro12/status/1976390656970064039)  2025-10-09T20:53Z [----] followers, [--] engagements


"$TFF closed down at [----] forced sellers gap down lala land -went back in cannot resist i am weak"  
[X Link](https://x.com/anyuser/status/1945152349229514893)  2025-07-15T16:03Z [----] followers, [----] engagements


"@shot_change @cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest La doria getting private in [----] at a ridiculous pe without any recourse for non controlling shareholders. Although the same can be said with Logistec. I prefer now leveraged co with MOAT where I know that cash flow will Go (paying debt) - transdigm is a good example"  
[X Link](https://x.com/govro12/status/1946591019346039037)  2025-07-19T15:20Z [----] followers, [---] engagements


"@shot_change @cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest Bombardier is the perfect example same industry as transdigm high moat duopoly with gulfstream - high debt but with a clear direction to repay the debt based on history - with mgt excuting in French le couteau entre les dents in cutting debt with cash flow"  
[X Link](https://x.com/govro12/status/1946592799995892143)  2025-07-19T15:27Z [----] followers, [---] engagements


"@shot_change have you ever look at de longui $DLG in your home turf leader in xpresso machine seems not very expensive and good fcf yields and they bought la marzocco"  
[X Link](https://x.com/govro12/status/1947331268540076309)  2025-07-21T16:22Z [----] followers, [----] engagements


"$mcem A nice flyby video of the brand new 25MW solar plant next to the monarch cement plant in the beautiful Kansas This is huge Talk about infrastructure hard asset Kudos #mcem https://monarchcement.com/wp-content/uploads/News/solar%20field/2025%20Evergy%20Solar%20Field%20at%20Monarch.mp4 https://monarchcement.com/wp-content/uploads/News/solar%20field/2025%20Evergy%20Solar%20Field%20at%20Monarch.mp4"  
[X Link](https://x.com/anyuser/status/1949216344349593807)  2025-07-26T21:12Z [----] followers, [----] engagements


"@DB_Silver_Fox Great post strong conviction on $TFF and $RCO. I like that"  
[X Link](https://x.com/anyuser/status/1949228722738901281)  2025-07-26T22:01Z [----] followers, [---] engagements


"leading fluid product distributor $thep has issued 1H results net income 22.248m -12% decent margin hold june sales up thermo pump accesoty plumbing getting better https://www.thermador-groupe.fr/wp-content/uploads/lettre-120-fr.pdf https://www.thermador-groupe.fr/wp-content/uploads/lettre-120-fr.pdf"  
[X Link](https://x.com/anyuser/status/1950277530034012292)  2025-07-29T19:29Z [----] followers, [----] engagements


"Strong Q2 from $USLM US Lime and minerals another boring co with limestone quarry trading at fairly price. Small position for me"  
[X Link](https://x.com/anyuser/status/1950973120975618408)  2025-07-31T17:33Z [----] followers, [----] engagements


"@TiehackCapital A bit too much spread out. I prefer concentrated. But A nice set of holding for sure. I am 75% on top [--] right now $GOOG $TSE:BBD $ADYEN $MCEM $TSE:DOL we are aligned on MCEM Acadian Timber used to be a large pos but found a few issues careful"  
[X Link](https://x.com/govro12/status/1960722895203688779)  2025-08-27T15:15Z [----] followers, [---] engagements


"@SutjeSH Good timing on $thep in the 80s now 73euro today - this is the way in sidemarket"  
[X Link](https://x.com/govro12/status/1965053506592948614)  2025-09-08T14:03Z [----] followers, [---] engagements


"@capitalatrisk23 Best you to play this is via $adyen - worldline collapse is adyen lunch"  
[X Link](https://x.com/govro12/status/1969863958996906427)  2025-09-21T20:39Z [----] followers, [---] engagements


"Last time $RI was trading at 82EUR level was in [----]. In [----] sales were 7.9B down 6% from [----] operating inc 2B EPS was [----] trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -5% organic + EURO currency headwind + premium wine divesture"  
[X Link](https://x.com/anyuser/status/1973385425185100122)  2025-10-01T13:52Z [----] followers, [----] engagements


"@RealMommsen @ObrenovicZeljko Focus on $RI right now. Acquisition of Courvoisier was ill time and risky. I would like mgt to digest their acquisition for 3-5 years. and see the results. 30xPE. Further to go imo"  
[X Link](https://x.com/govro12/status/1973412768523903452)  2025-10-01T15:40Z [----] followers, [---] engagements


"the good news is that after [--] horrible years in China for $RI with 10% and 20% decrease in 2023-24 and 2024-25 China represents just 8% of sales while raising India is now 13% and USA 19%. Mostly cognac specific weakness. $RI Pernod Ricard l'avis d'investir https://t.co/s1UOE0YDLW $RI Pernod Ricard l'avis d'investir https://t.co/s1UOE0YDLW"  
[X Link](https://x.com/anyuser/status/1975013564105867414)  2025-10-06T01:41Z [----] followers, [----] engagements


"surveiller: Bombardier Air Canada et Dollarama https://www.lesaffaires.com/bourse/a-surveiller/a-surveiller-bombardier-air-canada-et-dollarama/ https://www.lesaffaires.com/bourse/a-surveiller/a-surveiller-bombardier-air-canada-et-dollarama/"  
[X Link](https://x.com/anyuser/status/1975165799724654961)  2025-10-06T11:46Z [----] followers, [---] engagements


"$BBD recent estimates is that private jet flights are up 11% in September. $BBD delivered 25jets one wk before endSept so [--] is achievable. Defense opportunity in Germany and South Korea. $DOL will transform [---] stores of Rejectshop in Australia each year to align"  
[X Link](https://x.com/anyuser/status/1975169326303846771)  2025-10-06T12:00Z [----] followers, [---] engagements


"@capitalatrisk23 but then I would felt obliged to buy some stocks and would have loss euros signed by ex owner of fanuq harmonic drive KUKA hermle teradyne RIP"  
[X Link](https://x.com/govro12/status/1975953620320530702)  2025-10-08T15:57Z [----] followers, [---] engagements


"New post data from [--] annual reports on $RI please surf like me on a ocean of pessimism"  
[X Link](https://x.com/anyuser/status/1976309552619634883)  2025-10-09T15:31Z [----] followers, [----] engagements


"@SauvageSa97563 I do like $RCO at this level but it is trading at 19x earnings $RI 12x and RI is much more diversified I can see a clear path to more growth if you Read my article - it is a no brainer for me I ll make money with pernod on top of 5.6% div"  
[X Link](https://x.com/govro12/status/1976610949282107716)  2025-10-10T11:29Z [----] followers, [---] engagements


"@evfcfaddict So true. thanks for sharing this The 2000s decade dot in the chart (in the red zone) were depressing time always facing PE contraction derating. only gain was through earnings growth generation"  
[X Link](https://x.com/govro12/status/1976646343663001707)  2025-10-10T13:49Z [----] followers, [---] engagements


"@evfcfaddict Very sharp Andy. Totally agree. Today my average of [--] stocks was -2.27%. $SNPS -9% since Trump is threatening SW restriction to China. $MELI $AMZN (high beta) -6% et.4.9%. $SPOT an Euronext was the only up stock. What was your worst and best today"  
[X Link](https://x.com/anyuser/status/1977027212936462382)  2025-10-11T15:03Z [----] followers, [----] engagements


"one of the best pitch (Ennismore) on $wise I have read for a long time. @memyselfandi006 check that out since I was too busy on $RI to dig further on $wise - they are some headwinds but this is well addressed by - 985pence today. A nice write-up by Ennismore Global Equity Fund in their recent letter on Wise $WISE --- https://t.co/4VsNOYjTzI A nice write-up by Ennismore Global Equity Fund in their recent letter on Wise $WISE --- https://t.co/4VsNOYjTzI"  
[X Link](https://x.com/anyuser/status/1977034021424292341)  2025-10-11T15:30Z [----] followers, [----] engagements


"An update on $RI and $TFF and $BF https://substack.com/profile/17258244-govro12-wintergems-stocks/note/c-165376814r=a9wjo&utm_source=notes-share-action&utm_medium=web https://substack.com/profile/17258244-govro12-wintergems-stocks/note/c-165376814r=a9wjo&utm_source=notes-share-action&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1977096336794407041)  2025-10-11T19:37Z [----] followers, [----] engagements


"@TihoBrkan the super [--] : Novo Nordisk ASML LVMH Richemont SAP Schneider Electric and Ferrari"  
[X Link](https://x.com/govro12/status/1977132895413452973)  2025-10-11T22:03Z [----] followers, [---] engagements


"These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%. $LVMH June might have been the bottom indeed Q3 numbers just out today and bottoming process in revenues clearly well underway with a +1% revenue growth YoY Ideally I'd want to see unit sold per category as it's important that stabilisation is done via volume and not just https://t.co/aLqhuzwjHo $LVMH June might have been the bottom indeed Q3 numbers just"  
[X Link](https://x.com/anyuser/status/1978141344175423964)  2025-10-14T16:50Z [----] followers, [----] engagements


"@capitalatrisk23 I got that as well i sold 90% on jan2 [--] - postpone capital gains after december [--] - jassy is a bean counter limited vision created a mess in Montral by closing all warehouses"  
[X Link](https://x.com/govro12/status/1979300363623895484)  2025-10-17T21:35Z [----] followers, [---] engagements


"The gap is wide even with Remitly $RELY. I understand that Remitly and Western Union handles smaller amount and deliver local currency gap but still.@memyselfandi006 Wise $WISE $WISE.L currently has the lowest take rate in the industry charging customers just 0.52%. Western Union's $WU take rate is 3.5% and Remitly's $RELY is 2.3%. This massive gap is primarily the result of Wises robust infrastructure. Why cant competitors replicate https://t.co/e8vy4KunaQ Wise $WISE $WISE.L currently has the lowest take rate in the industry charging customers just 0.52%. Western Union's $WU take rate is"  
[X Link](https://x.com/anyuser/status/1979624987372958104)  2025-10-18T19:05Z [----] followers, [----] engagements


"@memyselfandi006 I am half way done but it seems to confirm what Yann Lecun was saying that LLM is a great memory retrieval system but lacks cognition"  
[X Link](https://x.com/govro12/status/1979908861239697607)  2025-10-19T13:53Z [----] followers, [---] engagements


"@shot_change Yes kering mgt and co is toxic"  
[X Link](https://x.com/govro12/status/1980021357007323474)  2025-10-19T21:20Z [----] followers, [---] engagements


"Bombardier will be providing the planes https://www.l3harris.com/newsroom/press-release/2025/10/republic-korea-selects-l3harris-airborne-early-warning-and-control https://www.l3harris.com/newsroom/press-release/2025/10/republic-korea-selects-l3harris-airborne-early-warning-and-control"  
[X Link](https://x.com/govro12/status/1980259219774349480)  2025-10-20T13:06Z [----] followers, [---] engagements


"@DividendDude_X 7% of Space X represents just 1% of market cap. A Blink"  
[X Link](https://x.com/govro12/status/1980637196601421916)  2025-10-21T14:08Z [----] followers, [--] engagements


"The maker of Catia (high end 3D cad) and solidworks havent trade at 20x for a very very long time"  
[X Link](https://x.com/anyuser/status/1981687827781083161)  2025-10-24T11:42Z [----] followers, [---] engagements


"@gezzogero @MikeFritzell Engine is one of the best industry I can think - This is my only engine play with rolls royce - sold safran ge due to overvaluation recently and to buy spirits"  
[X Link](https://x.com/anyuser/status/1981722893626073269)  2025-10-24T14:02Z [----] followers, [---] engagements


"@evfcfaddict I also think Porsche should be good. This brand is much stronger than any thing else in the car business. Hybrid is the way to go imo for the next 20years and they have a strong offering there no need to push for more BEV"  
[X Link](https://x.com/govro12/status/1982063156500312154)  2025-10-25T12:34Z [----] followers, [---] engagements


"AI projection 1) frontier model improv. through scaling getting Small 2) inference becomes main cost 3) item [--] allows optim.& time to move LLM model to PC &iphone 4) cloud demand collapse for consumers new PC era a la 1980s 5) Apple Google duo hegemony"  
[X Link](https://x.com/anyuser/status/1982111200746889377)  2025-10-25T15:45Z [----] followers, [---] engagements


"@augustusville @SutjeSH looking forward on your thought on teamviewer. $RI up momentum with bad news is sign that streets think with hit the bottom - got a lesser known booze name in the pipeline- out shortly. Started the write-up. US consumer will surprise on the downside. this is my macro call lol"  
[X Link](https://x.com/govro12/status/1982451930157723944)  2025-10-26T14:19Z [----] followers, [---] engagements


"@augustusville @evfcfaddict $FI is very cheap but legacy merchant payment (excluding cover) is declining. The new fintech $ADYEN Stripe Checkout and vertical payment fintech are grabbing share on $FI and the other legacy. $FDS I have own from [----] to [----]. so I know them well but growth has stalled"  
[X Link](https://x.com/govro12/status/1982453783851409615)  2025-10-26T14:26Z [----] followers, [----] engagements


"@evfcfaddict @augustusville Andy on - looks not to expansive. the autocad reseller business represent what % sales versus own SW which part is growing What is the risk versus autodesk . think Dassault System might be cheaper right now. also original versus reseller but. http://MUM.DE http://MUM.DE"  
[X Link](https://x.com/govro12/status/1982455551473672455)  2025-10-26T14:33Z [----] followers, [---] engagements


"@memyselfandi006 @FRValue I honestly think the best tradeoff is the PHEV you typically drive less than 75km everyday so 95% of consumption is electrical. Owner of a Tesla since [----]. The long drive is a Pain"  
[X Link](https://x.com/govro12/status/1982459130360066392)  2025-10-26T14:47Z [----] followers, [---] engagements


"@pepiteseurope YT do compete with tiktok Instagram now sora. Makes no sense for ppl to publish in those non YT platform and get almost nothing but they still do"  
[X Link](https://x.com/govro12/status/1982792728011251816)  2025-10-27T12:53Z [----] followers, [--] engagements


"@pepiteseurope This is not specific to fiserv imo - a lot of people will be surprised by how in bad shape the middle class consumer is. The banking solution went negative. Give me one restaurant besides mcdo that are not suffering in usa"  
[X Link](https://x.com/govro12/status/1983524317427376204)  2025-10-29T13:20Z [----] followers, [---] engagements


"@lingams @CliffordSosin this what i posted a few days back on the merchant solution segm. Now the other part which we thought was solid.the bank solution went into negative and margin drop like a stone $ADYEN my #3 position reported solid number today so mkt share gain https://x.com/govro12/status/1982453783851409615 @augustusville @evfcfaddict $FI is very cheap but legacy merchant payment (excluding cover) is declining. The new fintech $ADYEN Stripe Checkout and vertical payment fintech are grabbing share on $FI and the other legacy. $FDS I have own from [----] to [----]. so I know them well but"  
[X Link](https://x.com/govro12/status/1983537094321660285)  2025-10-29T14:11Z [----] followers, [---] engagements


"$Adyen and $FI reported on the same day today The unified segment (the part with POS & digital) saw a 32% increase in revenue - organic lol since $ADYEN has never made a dam acquisition. What else can I say Sephora is a customer so that helps"  
[X Link](https://x.com/govro12/status/1983540029353062485)  2025-10-29T14:22Z [----] followers, [----] engagements


"@pepiteseurope Q3 is coming. we just got a first warning. # of transactions is bad ie. $SBUX $CMG. $CMG is tonight should be interesting"  
[X Link](https://x.com/govro12/status/1983544643468841119)  2025-10-29T14:41Z [----] followers, [---] engagements


"@pepiteseurope Adyen havent split usa from Europe (larger) so usa weskness might be hidden"  
[X Link](https://x.com/govro12/status/1983551155364888704)  2025-10-29T15:07Z [----] followers, [--] engagements


"@david_katunaric $GOOG FCF was 24B$ this quarter not so bad this time. But of course I am totally bias since $GOOG is totally out of control and represents 34% of my portfolio. I think we are [--] year before some serious CAPEX pullback"  
[X Link](https://x.com/anyuser/status/1983668562482041083)  2025-10-29T22:53Z [----] followers, [----] engagements


"A great SELL call from a young analyst on $FI who took the time to survey clover customers https://www.bloomberg.com/news/articles/2025-10-30/fiserv-s-only-bear-is-a-26-year-old-analyst-who-beat-wall-street https://www.bloomberg.com/news/articles/2025-10-30/fiserv-s-only-bear-is-a-26-year-old-analyst-who-beat-wall-street"  
[X Link](https://x.com/govro12/status/1984228999598657790)  2025-10-31T12:00Z [----] followers, [---] engagements


"@ChrisRe70645677 his extended survey was telling him that existing clover customers were not happy and that other new fintech POS solutions were gaining shares much faster. $FI legacy (non clover) its even worse - that we knew as non clover sells was declining. The digital bank drop is the cherry"  
[X Link](https://x.com/govro12/status/1984243520174162225)  2025-10-31T12:58Z [----] followers, [--] engagements


"@lingams Got attracted by the free cash flow and buying back stocks at around 170-180$. But once I was a shareholder. I did a lot more due diligence I realized that growth was stalling - legacy was declining. exited at around 160$. Adyen is my largest position in this field and #3"  
[X Link](https://x.com/govro12/status/1984249550518010073)  2025-10-31T13:22Z [----] followers, [--] engagements


"$BBD.b https://www.airdatanews.com/bombardier-in-talks-to-manufacture-saab-gripen-fighter-in-canada/# https://www.airdatanews.com/bombardier-in-talks-to-manufacture-saab-gripen-fighter-in-canada/#"  
[X Link](https://x.com/govro12/status/1984752169984139638)  2025-11-01T22:39Z [----] followers, [---] engagements


"@joinyellowbrick @killapabkai @e_pap4 @secretlyaninja @DismissedEurope @__MattLindsay @SirChamp12 @investwithwes1 Fyi $cuervo https://open.substack.com/pub/wintergems/p/cuervo-the-1-tequila-company-at-discountr=a9wjo&utm_medium=ios https://open.substack.com/pub/wintergems/p/cuervo-the-1-tequila-company-at-discountr=a9wjo&utm_medium=ios"  
[X Link](https://x.com/govro12/status/1985167637312102812)  2025-11-03T02:10Z [----] followers, [---] engagements


"@Quality_stocksA I have owned $FI for about [--] month and sold $TTD a [----] buy just in time in January- dodge [--] bullets"  
[X Link](https://x.com/anyuser/status/1985345921589121051)  2025-11-03T13:58Z [----] followers, [----] engagements


"Incredible deep dive. I scan through it it looks amazing. I think they are more aggressive than costco. Costco is sticking with a 1400BP gross margin. They are too generous for the consumer This is my only concern Semi serious but the GM at 52BP in last Q is painful It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql It took a while but my newest write-up is out: Wise Plc - The "Costco of Money transfers" On the Blog & Stack: https://t.co/6HUhwhmCql"  
[X Link](https://x.com/anyuser/status/1985494102608113803)  2025-11-03T23:47Z [----] followers, [---] engagements


"@scaling01 How Please help"  
[X Link](https://x.com/anyuser/status/1985752000492159046)  2025-11-04T16:52Z [----] followers, [----] engagements


"One thing the most BEAUTIFUL SW Co of the world Palantir $PLTR is good at is issuing shares 6.2% YoY discl. shorted at 202$"  
[X Link](https://x.com/govro12/status/1985840233355612554)  2025-11-04T22:43Z [----] followers, [---] engagements


"Luxury tax on private jets is abolished Bombardier experts 8more planes per year sold in Canada from this https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php https://www.lapresse.ca/affaires/2025-11-04/fini-la-taxe-de-luxe-pour-les-jets-prives/bombardier-se-rejouit-et-embauche.php"  
[X Link](https://x.com/anyuser/status/1985874124640542910)  2025-11-05T00:57Z [----] followers, [---] engagements


"Bombardier will double its production capacity in Montral for challenger [----] https://www.lapresse.ca/affaires/entreprises/2025-11-04/embauches-a-venir/bombardier-presse-le-pas.php https://www.lapresse.ca/affaires/entreprises/2025-11-04/embauches-a-venir/bombardier-presse-le-pas.php"  
[X Link](https://x.com/govro12/status/1985878712609595727)  2025-11-05T01:15Z [----] followers, [---] engagements


"@maxwellhouse99 Bombardier did a reverse split 1:25 so 99cents is 25$ - those were though Times"  
[X Link](https://x.com/govro12/status/1985882742975013271)  2025-11-05T01:31Z [----] followers, [---] engagements


"@14traderO @scaling01 shorted oracle palantir and nvidia - sold at about 4% higher than currently priced"  
[X Link](https://x.com/govro12/status/1986075506018865333)  2025-11-05T14:17Z [----] followers, [--] engagements


"Discl. Nov 5: Long 1) $GOOG 2) $BBD.b 3) $ADYEN 4) $DOL 5) $CUERVO 6) $RI 7) $MELI 8) AMZN 9) $7974 10) $NFLX 11) $EUK3 12) $MCEM 13) $MC Short 1) $PLTR 2) $ORCL 3) $NVDA Trade carefully - not investment advice"  
[X Link](https://x.com/govro12/status/1986148375427780772)  2025-11-05T19:07Z [----] followers, [----] engagements


"Listening to q3 right now - will deliver their first mac [----] plane global [----] in q4 $BBD"  
[X Link](https://x.com/anyuser/status/1986422471700955485)  2025-11-06T13:16Z [----] followers, [---] engagements


"2/x may do M&A in defense to enhance capability or in services - but NO major acquistion - paying debt is key over the next [--] years fiou. @memyselfandi006 @SutjeSH"  
[X Link](https://x.com/govro12/status/1986423432943370533)  2025-11-06T13:20Z [----] followers, [---] engagements


"@memyselfandi006 @SutjeSH 3/x on luxury tax abolition in Canada. Canada before was a strong market - $BBD was delivering [--] jets per year. big backlog on customers in USA - significant increase - catchup. Lots of phone call"  
[X Link](https://x.com/govro12/status/1986423903393055128)  2025-11-06T13:22Z [----] followers, [---] engagements


"@memyselfandi006 @SutjeSH 4/ Plan to deliver 40% of the delivery in Q4 - super strong expecting to deliver a large # of defense aircrast - also services will be much higher in q4. On Supply chain - things are getting normal except engines who are coming late. Planning to deliver double digit # on defense"  
[X Link](https://x.com/govro12/status/1986425138758238444)  2025-11-06T13:27Z [----] followers, [---] engagements


"@memyselfandi006 @SutjeSH 5/ on Challenger increase rate in Dorval: should increase margin by reducing cost per plane. FCF: high confidence that we meet the FCF year range. Not expecting to have a low book to bill. Planning to significantly increase delivery in [----]. Fleet & defense demand is very stron"  
[X Link](https://x.com/govro12/status/1986427316264714646)  2025-11-06T13:35Z [----] followers, [---] engagements


"@ReturnsJourney Does it do logistics la Amazon or coupang Or its more 3p"  
[X Link](https://x.com/govro12/status/1986457998915449055)  2025-11-06T15:37Z [----] followers, [---] engagements


"@TSOH_Investing Alex I bought back $CELH today at 43.5$. discl. I sold early this year at 30$ before the Aluni deal as Celsius was clearly loosing mkt sh. to Aluni and Red Bull zero. I bought originally $CELH at 3$ in maay [----]. Now with Aluni and Celsius taking share - we are back in busines"  
[X Link](https://x.com/govro12/status/1986558256115032533)  2025-11-06T22:16Z [----] followers, [---] engagements


"@icemancapital exactely HSD volume hidden in VAS overselling. But if you take total volume minus clover volume - $FI had negative volume for a while. this is the issue imo"  
[X Link](https://x.com/govro12/status/1987113636955906346)  2025-11-08T11:03Z [----] followers, [----] engagements


"@KairosPraxis Kairos did a deep dive onMarch. Now Q4 will be amazing as supply situation (i.e engine) is getting better to get us close to 160.Mgt plan to increase rate of production for challenger3500(x2) and likely Global in [----] so expect higher growth in2027-2030. https://www.wintergems.com/p/a-timely-post-bombardier-leading https://www.wintergems.com/p/a-timely-post-bombardier-leading"  
[X Link](https://x.com/govro12/status/1987196874416083250)  2025-11-08T16:33Z [----] followers, [---] engagements


"@gezzogero +keikyu another passenger train 9006"  
[X Link](https://x.com/govro12/status/1987290559224885754)  2025-11-08T22:46Z [----] followers, [---] engagements


"@david_katunaric Hi Mikro : last [--] years shows that spirits is fine - wine and beer not so here is an extract from Campari slidedeck. Lack of transparency is what bugs me with $DEO https://x.com/govro12/status/1986824960002691342s=20 fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵 https://t.co/XtXM6YVfba https://x.com/govro12/status/1986824960002691342s=20 fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO 3% growth 20years thread🧵 https://t.co/XtXM6YVfba"  
[X Link](https://x.com/anyuser/status/1987872511829426407)  2025-11-10T13:18Z [----] followers, [----] engagements


"@david_katunaric Great Its a better tradeoff- Always looking for comments from smart investors. for $DEO a new CEO is good but this takes time look at Starbucks still struggling. Johnny Walker and guinness are beast but the rest is a bit weak imo"  
[X Link](https://x.com/anyuser/status/1987876770897388000)  2025-11-10T13:35Z [----] followers, [---] engagements


"1 week old but $khc is really basic food stuff philadelphia cheese ketchup mac and cheese so normal people in usa are suffering. Confirms by Restaurants $sbux $cmg and spirits $cuervo $ri $deo $stz are suffering as well in usa"  
[X Link](https://x.com/govro12/status/1987890171929309533)  2025-11-10T14:28Z [----] followers, [---] engagements


"A list of [--] proposed project for defense $BBD https://substack.com/@wintergems/note/c-176027594r=a9wjo&utm_medium=ios&utm_source=notes-share-action https://substack.com/@wintergems/note/c-176027594r=a9wjo&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/govro12/status/1988248405408096310)  2025-11-11T14:12Z [----] followers, [---] engagements


"@firstadopter Open ai was created in [----] so almost [--] years"  
[X Link](https://x.com/govro12/status/1988344810034598064)  2025-11-11T20:35Z [----] followers, [---] engagements


"@teddy_okuyama @vanckzhu My favorite nuclear play with rolls royce"  
[X Link](https://x.com/govro12/status/1988380154733977671)  2025-11-11T22:55Z [----] followers, [--] engagements


"Just in [----] Google brought 3GW online (from 8GW) and AWS has brought 3.8GW online. Coreweave has 0.59GW now. Interesting perspective on the scale of speed Google is bringing on GW of capacity from a Google datacenter technician/manager. 40% added capacity in one year alone. https://t.co/IxNGySRCEf Interesting perspective on the scale of speed Google is bringing on GW of capacity from a Google datacenter technician/manager. 40% added capacity in one year alone. https://t.co/IxNGySRCEf"  
[X Link](https://x.com/govro12/status/1988593735060627708)  2025-11-12T13:04Z [----] followers, [---] engagements


"@ShanuMathew93 leasing = future commitment - a lot of this is related to Oracle stargate which is build in tertiary. There is a big step between turning this online and operational and getting a commitment from a utility in the future"  
[X Link](https://x.com/govro12/status/1988600052496109789)  2025-11-12T13:29Z [----] followers, [---] engagements


"Why it takes [--] days for the canadian market to react after the very positive news from $BBD the CAN market is often so slow. Note to myself never buy before a release"  
[X Link](https://x.com/anyuser/status/1988652962433102019)  2025-11-12T16:59Z [----] followers, [----] engagements


"@RihardJarc Rihard. I think the main issue is how different is NVDA product with 800V archtecture rack and so. The data center build today for NVIDIA GB200 H100 and so on uses a classic 54V. So $msft is delaying purchase today to built new datacenter in a few years based on the 800V"  
[X Link](https://x.com/anyuser/status/1988966999951831134)  2025-11-13T13:47Z [----] followers, [----] engagements


"@RihardJarc I personnally think that $nvda wide change in supporting infrastructure (cooling 800v ) is so high that they might have created a gap too wide from existing data center that existing data center will simply not adopt their way and wont make the switch - TPU might be used instead"  
[X Link](https://x.com/anyuser/status/1988975453701566900)  2025-11-13T14:21Z [----] followers, [---] engagements


"@8teAPi I am 32% long $goog and owner since [----] but gemini3.0 nor any LLM based solution have deep reasoning capability only pattern rcognition - AGI will not happen this way- neural net do not have this capability"  
[X Link](https://x.com/govro12/status/1988978398107169221)  2025-11-13T14:32Z [----] followers, [---] engagements


"@memyselfandi006 Great update on $EUR (Eurokai) Thanks. Hamburg requires modernization right for expansion The 100m might be used for this. Rightmove is a great find at 20x earnings. Will start to investigate this one as well. On Wise I increased a bit my stake when it dropped to [---] moment"  
[X Link](https://x.com/anyuser/status/1989059235640991924)  2025-11-13T19:54Z [----] followers, [---] engagements


"2 microcap EARNED their way into the top15 This is the way $GOOG $BBD $adyen $DOL $RI $Cuervo $amzn $meli $EUK3 $7974 $NFLX $MC $MCEM $DBO $7409 h/t @maxwellhouse99 for $DBO @gezzogero for Aeroedge $7409"  
[X Link](https://x.com/govro12/status/1989315219357622671)  2025-11-14T12:51Z [----] followers, [---] engagements


"@buccocapital @MrMojoRisinX honestly I dont buy this. If the infrastructure part of the oracle business fall apart - which is now a non trivial probability - the golden oracle database segment - can be split up in one weekend and sold by creditors to a white knight without service disruption"  
[X Link](https://x.com/govro12/status/1989318503959048251)  2025-11-14T13:04Z [----] followers, [---] engagements


"@BlackScholesMan We cant build those planes in Ukraine in war zone. so Bombardier will help out building some planes to Ukraine as well as in the one for Canada. Makes perfect sense"  
[X Link](https://x.com/govro12/status/1989325601904206226)  2025-11-14T13:32Z [----] followers, [---] engagements


"thank you for letting me buy some cheap $CNR Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn Chris Hohn Q3 [--] 13F (Dataroma) Top [--] holdings: $GE $V $MSFT $MCO $SPGI Top Adds: $V Foreign securities excluded $SAF https://t.co/k2Lt7d34nn"  
[X Link](https://x.com/anyuser/status/1989365044703084903)  2025-11-14T16:09Z [----] followers, [----] engagements


"@BreakingDefense Globaleye will dominate the northern sky. Sweden Denmark Germany France and now Netherland"  
[X Link](https://x.com/govro12/status/1989371325966926111)  2025-11-14T16:34Z [----] followers, [---] engagements


"@BlackScholesMan Hi Mike is the Rolls-Royce EJ230 a viable alternative to GE F414 export control Is that what you mean Shareholder of $RR and $BBD so interested here"  
[X Link](https://x.com/govro12/status/1989682694293193028)  2025-11-15T13:11Z [----] followers, [---] engagements


"though year. Real economy in USA is suffering. This translate into decline in one of the best cement co out there $MCEM Discl.: I like $MCEM but I exited mostly from $MCEM this summer after seeing operating decline to buy into growing opportunity and limit my USA exposure"  
[X Link](https://x.com/anyuser/status/1989689633915945116)  2025-11-15T13:39Z [----] followers, [----] engagements


"$CRWV while it was defending the Q3 results at CNBC - our expertise is in bare metal cloud infrastructure not getting power or facilities the CEO INTRATOR was selling 1m shares about the same day discl: I am short $CRWV to hedge my 34% exposure to $GOOG"  
[X Link](https://x.com/govro12/status/1990052007332520143)  2025-11-16T13:39Z [----] followers, [----] engagements


"@RodKahx well engine is made in USA - good for GE"  
[X Link](https://x.com/govro12/status/1990144675437531540)  2025-11-16T19:47Z [----] followers, [---] engagements


"@EuropeanRetired @RodKahx has Saab announced that they will use the eurofighter engine from $RR"  
[X Link](https://x.com/govro12/status/1990150761737498958)  2025-11-16T20:11Z [----] followers, [---] engagements


"@stwboerse If he sells its palantir (founder) then we know its over"  
[X Link](https://x.com/govro12/status/1990429166630502527)  2025-11-17T14:37Z [----] followers, [---] engagements


"Very deep analysis of shady Coreweave $CRWV from Elizabeth Lopatto in The Verge - discl.: short $CRWV to hedge my AI holding $GOOG GM of 28%. 14B of debt"  
[X Link](https://x.com/govro12/status/1990620916120961207)  2025-11-18T03:19Z [----] followers, [----] engagements


"$CRWV has over 8.2B of DDTL Delayed draw term loan. As you see below the co must repay thoses loans aggressively over 4.4B in [----] and [----]. It will be difficult since the co is investing massively and almost breakeven. They will need to issue more debt at very high price"  
[X Link](https://x.com/govro12/status/1990793373452804331)  2025-11-18T14:45Z [----] followers, [---] engagements


"$NVDA not only owns 6% of $CRWV but also has a loan 1.9B$ (referred as OEM loan). As per dotcom bubble OEM financing always turn bad. If you product are so amazing why would you need to finance them"  
[X Link](https://x.com/govro12/status/1990802334822146273)  2025-11-18T15:20Z [----] followers, [---] engagements


"@waterboystocks Yu be sweating in yur pltr or nvda call to dig into [----] stuff"  
[X Link](https://x.com/govro12/status/1990934967044444656)  2025-11-19T00:07Z [----] followers, [----] engagements


"@zephyr_z9 If you look carefully search is loosing to gemini (sept to oct)"  
[X Link](https://x.com/govro12/status/1991230343773397469)  2025-11-19T19:41Z [----] followers, [---] engagements


"people dont understand the concept of acceleration in a bubble. The whole idea of a bubble is an acceleration at a unsustainable rate. We are clearly seeing the prisoner dilemma of AI labs. The unsustanability is the Bubble. Bubble=acceleration followed by a drastic drop"  
[X Link](https://x.com/govro12/status/1991483518359351699)  2025-11-20T12:27Z [----] followers, [----] engagements


"@1CoastalJournal The is also a 1.9B of OEM financing in the CRWV debt"  
[X Link](https://x.com/govro12/status/1991485499622715798)  2025-11-20T12:35Z [----] followers, [---] engagements


"Luv that I culd short $crwv 10% higher at 82$ cause of bubble confirmation acclration with $nvda q3 +66% cloud sales"  
[X Link](https://x.com/govro12/status/1991494366704386106)  2025-11-20T13:10Z [----] followers, [---] engagements


"@StockMKTNewz @LeverageETFs $NFLX could have been a [--] bagger and 10B"  
[X Link](https://x.com/govro12/status/1991706022952726988)  2025-11-21T03:11Z [----] followers, [---] engagements


"Nov21th update BLUE: New BUYS or bought MORE in [----] RED: SHORTS or SOLD partially in [----] not an investment advice Prisoner dilemma in AI is accelerating trade carefully"  
[X Link](https://x.com/govro12/status/1991852330623406470)  2025-11-21T12:52Z [----] followers, [----] engagements


"2/ [--] $GOOG: Google is my oldest and largest position at original cost of 2.5$. Swap a large portion of $AMZN $TTD to increasing pos in March and April [--] as it traded at lowest multiple. Current EPS is [-----] so trading at 28x PE. Sales up 16% in last Q. Google [----] is spending 60B in R&D. 91B in CAPEX. Dominating AI visual generation and pattern matching e.g. nano banana Pro which I believe is the next frontier for new AI application like robots cars world understanding. LLM text based is plateauing IMO. Prisoner dilemma from frontier AI labs (META Goog Anthropic Open AI) is ongoing as"  
[X Link](https://x.com/govro12/status/1991871385375846780)  2025-11-21T14:08Z [----] followers, [----] engagements


"3/17 $BBD.b: Bombardier is my largest purchase in [----]. I got the "value shake" symptoms when I was able to buy Bombardier at 82CAD$ all the way to 78CAD$ on the liberation day in April. There is roughly 100m shares. At 82CAD$ the market cap was 5.8B and the company should generate 800-900$ of free cash flow (USD Dollar) in [----]. Bombardier and Gulfstream are a duopoly in the large jets. Bombardier has better aeronautic design know how than anybody out there. The wings are marvels and makes the Global [----] and the new [----] the best private jets in terms of range and speed. Airbus [---] designed"  
[X Link](https://x.com/govro12/status/1991876211757187539)  2025-11-21T14:27Z [----] followers, [----] engagements


"@MikeFritzell Hi Michael On aerospace business my largest buy was Bombardier in April. I also bought Rolls Royce early this year and Safran last year thus my instant interest in Aeronet. I tend to focus on certain industry. Just updated my top16 POS today https://x.com/govro12/status/1991852330623406470s=20 https://x.com/govro12/status/1991852330623406470s=20"  
[X Link](https://x.com/govro12/status/1991888474056921485)  2025-11-21T15:16Z [----] followers, [---] engagements


"@MikeFritzell @gezzogero Thanks I did look at the copter Radio Fire Forest in NA is sadly a tailwind. Monitoring mode"  
[X Link](https://x.com/govro12/status/1991900100432667045)  2025-11-21T16:02Z [----] followers, [---] engagements


"@CapitalValor Cash in what currency"  
[X Link](https://x.com/govro12/status/1991987677005328522)  2025-11-21T21:50Z [----] followers, [---] engagements


"@InvestorVideos You forgot $crwv which 70% azure"  
[X Link](https://x.com/govro12/status/1991996756964589809)  2025-11-21T22:26Z [----] followers, [---] engagements


"FCF rules the stock price thats all. As an investor we are voting with out boots and we are telling management that we only care about FCF investor yields(dividend buy back paying down debt). As an investor of $meli I dont mind building warehouse but tired of seeing all the profits ballonning the loan portfolio of emerging market clients. $Meli is a ecommerce leader not a neobank"  
[X Link](https://x.com/govro12/status/1992227606163284013)  2025-11-22T13:44Z [----] followers, [---] engagements


"@TinyTitansCap Let nubank do the jobs and focus on what you are good. I am a long term investor in $meli and i am investing on the ecommerce opportunity not Loans to unbank"  
[X Link](https://x.com/govro12/status/1992262731819614550)  2025-11-22T16:03Z [----] followers, [---] engagements


"Coreweave has 70% revenue to Microsoft do you really believe that it is not offering anything else than gpu by the hour If you take simple math like # of Gpu divided by revenue by hour you get something like around 2.50$ per hour for coreweave - this explains the poor Margin after depeciation"  
[X Link](https://x.com/govro12/status/1992263755963482270)  2025-11-22T16:07Z [----] followers, [----] engagements


"Unless you are GenX like me you cant imagine how $CSCO was the ultimate ruler. Monopoly on Internet routers and proprietary SW network management. 90%+ market share. Sounds familiar"  
[X Link](https://x.com/govro12/status/1992271852618842323)  2025-11-22T16:39Z [----] followers, [----] engagements


"Honestly The internet brought 10x MORE value in terms of the level of new information I could have access new application like getting the latest book buying stocks online. ChatGPT or GEMINI is so incrementally smaller. It it laughable"  
[X Link](https://x.com/govro12/status/1992273111442739417)  2025-11-22T16:44Z [----] followers, [----] engagements


"Monday I am going FULL SWING ANTI bubbly AI - $CRWV is already a major SHORT so adding $NVDA $ORCL maybe some other neoclouds. Keeping $GOOG since when we wake up 2-3 years from now after the "debacle" they may have overspent loss their cash balance but will be okay. Honestly The internet brought 10x MORE value in terms of the level of new information I could have access new application like getting the latest book buying stocks online. ChatGPT or GEMINI is so incrementally smaller. It it laughable. Honestly The internet brought 10x MORE value in terms of the level of new information I could"  
[X Link](https://x.com/govro12/status/1992274982760599916)  2025-11-22T16:52Z [----] followers, [----] engagements


"90% sure they are going BARE METAL to the Abyss of indebtness. 14B $CRWV in the red Tells you an awful lot that the two leaders in this ranking system are CRWV and ORCL and both of their credit default swaps are bid Selling GPUs is a much better business than running GPUs Tells you an awful lot that the two leaders in this ranking system are CRWV and ORCL and both of their credit default swaps are bid Selling GPUs is a much better business than running GPUs"  
[X Link](https://x.com/govro12/status/1992277029258252601)  2025-11-22T17:00Z [----] followers, [---] engagements


"@gabrigon26 You bet And CuDA"  
[X Link](https://x.com/govro12/status/1992319418727379352)  2025-11-22T19:48Z [----] followers, [--] engagements


"@teddy_okuyama to note: Inventory is increasing probably due to increase of price in Gold and Silver - likely other precious gems. So for the past few years no free cash flow"  
[X Link](https://x.com/govro12/status/1992596338773831896)  2025-11-23T14:09Z [----] followers, [---] engagements


"Back in the Future $CSCO Annual Report [----] - YendJuly2000. Acceleration in revenue 55% incr sales in the last year. Stock collapsed (March 2020) [--] month before deceleration in revenue"  
[X Link](https://x.com/govro12/status/1992602912250642888)  2025-11-23T14:35Z [----] followers, [---] engagements


"those were crazy time indeed. It hit 500B in market cap for one day then fell apart completly. $NVDA is already 5T. $META has broken the 200dma $ORCL as well. $AMZN and $MSFT is very close to break that line. The bubble is already weakens. Market is smart. It predicted the fall of demand [--] month before it happen in March 2020"  
[X Link](https://x.com/govro12/status/1992619086711288126)  2025-11-23T15:39Z [----] followers, [---] engagements


"@SteadyCompound The Internet was a much bigger deal than LLM"  
[X Link](https://x.com/govro12/status/1992646127649276127)  2025-11-23T17:27Z [----] followers, [---] engagements


"@memyselfandi006 The verge article is great"  
[X Link](https://x.com/govro12/status/1993025101223346539)  2025-11-24T18:33Z [----] followers, [---] engagements


"@Vince85623723 Dassault has delivered about [--] jets in [----] versus [---] for Bombardier it is not the same scale thus a duopoly"  
[X Link](https://x.com/govro12/status/1993324721530978790)  2025-11-25T14:23Z [----] followers, [--] engagements


"I agree. From Bombardier view point gulfstream is the #1 threat. The good thing is that they are part of $GD which has used Gulfstream has a cash cow often. I dont know why but Dassault is having a hard time scaling up look at rafale booking. They cant increase rate of delivery. To double rate of delivery is sooo difficult"  
[X Link](https://x.com/govro12/status/1993327588568125912)  2025-11-25T14:35Z [----] followers, [--] engagements


"@Vince85623723 engine is home made Safran on all their planes or just the Rafale"  
[X Link](https://x.com/govro12/status/1993332231817818148)  2025-11-25T14:53Z [----] followers, [--] engagements


"$META is probably the only reliable customer making actual profit with GPUs so of course it is worrysome if they start using TPUs. When the unsustainable credit and VC equity stop funding AI labs $NVDA will feel the pain"  
[X Link](https://x.com/govro12/status/1993367151416426797)  2025-11-25T17:12Z [----] followers, [---] engagements


"@MikeFritzell CAN you imagine the drop in luxury good in Japan $mc $rms $rco"  
[X Link](https://x.com/govro12/status/1994132351333679266)  2025-11-27T19:52Z [----] followers, [---] engagements


"$LPE Laurent Perrier.published result TODAY. Did a quick post on it Value Alert"  
[X Link](https://x.com/govro12/status/1994402266061910464)  2025-11-28T13:45Z [----] followers, [----] engagements


"@RihardJarc There is a totally different view from Bloomberg on this published today with different chart showing the actual usage of openai is 8x larger than gemini i can find the link of you need it"  
[X Link](https://x.com/govro12/status/1995246963470799081)  2025-11-30T21:42Z [----] followers, [---] engagements


"@Theta_God @RihardJarc https://www.bloomberg.com/opinion/articles/2025-11-30/chatgpt-and-openai-still-have-a-winning-edge-over-google-geminisrnd=homepage-canada https://www.bloomberg.com/opinion/articles/2025-11-30/chatgpt-and-openai-still-have-a-winning-edge-over-google-geminisrnd=homepage-canada"  
[X Link](https://x.com/govro12/status/1995276054043488278)  2025-11-30T23:37Z [----] followers, [---] engagements


"@signulll this LLM stuff is going into vertical cause generic text chat is plateauing. narrow smart expert post training heavy over the next few years"  
[X Link](https://x.com/govro12/status/1995459796510642410)  2025-12-01T11:47Z [----] followers, [---] engagements


"@pepiteseurope 🍌nano banana pro breakthrough is a new factor I need to digest but you are right Ethical question"  
[X Link](https://x.com/govro12/status/1995562074026770861)  2025-12-01T18:34Z [----] followers, [--] engagements


"Thanks @sutje good catch I own Okano for a lot of reasons and Hikari is not one of . 8000yen per share. 1.6m shares. 5B in cash. 1.3B in securities. making roughly 1B in net income. 50% + roughly maintenance of nuke. KK6 and KK7 the largest nuk plants in japan got the okay from the governor to restart. Will be busy in [----] on these. Japan wants needs nuke. Like a Gerard Perrier on maintenance of Nuk + ultra specialized alloy steel foundry combined. But at PE even lower of 12-13x than $PERR"  
[X Link](https://x.com/govro12/status/1996931680699916756)  2025-12-05T13:16Z [----] followers, [---] engagements


"Fantastic analysis from Sohra Peak on a holding of mine in my home town. Feel good to have [--] top [--] position based in Montreal: Bombardier Dollarama and D-Box Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits unfamiliar to most due to mismanagement for 20+ years Current Year P/E 11x EPS +15-20% ROIC 47% New memo available in tweet below (1/2) https://t.co/TPmUwCN5IX Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits"  
[X Link](https://x.com/govro12/status/1996955226826281471)  2025-12-05T14:50Z [----] followers, [----] engagements


"@capital_mindset Taiwan babe"  
[X Link](https://x.com/govro12/status/1997101366259400869)  2025-12-06T00:30Z [----] followers, [---] engagements


"The only hedge to an Tawan invasion is to own a Boat load of $asml $lrcx Tokyo lectron $8035 and lasertec $6920"  
[X Link](https://x.com/govro12/status/1998129149899399515)  2025-12-08T20:34Z [----] followers, [---] engagements

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