# ![@inflectionecon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2440446554.png) @inflectionecon The Inflection Economy

The Inflection Economy posts on X about $dhr, $crl, $epam, $tmo the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2440446554/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:interactions.svg)

- [--] Week [-------] +492%
- [--] Month [-------] +415%
- [--] Months [-------] +757%
- [--] Year [-------] -8.50%

### Mentions: [--] [#](/creator/twitter::2440446554/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:posts_active.svg)

- [--] Week [--] +65%
- [--] Month [--] +258%
- [--] Months [---] +189%
- [--] Year [---] -11%

### Followers: [---------] [#](/creator/twitter::2440446554/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:followers.svg)

- [--] Week [------] +0.43%
- [--] Month [------] +2.20%
- [--] Months [------] +4%
- [--] Year [------] +5.30%

### CreatorRank: [---------] [#](/creator/twitter::2440446554/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2440446554/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$dhr](/topic/$dhr), [$crl](/topic/$crl), [$epam](/topic/$epam), [$tmo](/topic/$tmo), [ai](/topic/ai), [$clpt](/topic/$clpt), [$wst](/topic/$wst), [stocks](/topic/stocks), [$rgen](/topic/$rgen), [growth](/topic/growth)

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@ichlerne2](/creator/undefined) [@agnostoxxx](/creator/undefined) [@sinstockpapi](/creator/undefined) [@marketplunger1](/creator/undefined) [@buccocapital](/creator/undefined) [@teemacsj](/creator/undefined) [@mebfaber](/creator/undefined) [@416perp](/creator/undefined) [@free7antsy](/creator/undefined) [@viggykrishnan](/creator/undefined) [@jerrycap](/creator/undefined) [@postmarket](/creator/undefined) [@capitalmeek](/creator/undefined) [@williscap](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@dalibali2](/creator/undefined) [@blacksailsrsch](/creator/undefined) [@ronmortgageguy](/creator/undefined) [@petermantas](/creator/undefined)

**Top assets mentioned**
[Danaher Corporation (DHR)](/topic/$dhr) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Repligen, Corp. (RGEN)](/topic/$rgen) [GitLab Inc. (GTLB)](/topic/$gtlb) [Endava plc American Depositary Shares (DAVA)](/topic/$dava) [Accenture (ACN)](/topic/$acn) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Microsoft Corp. (MSFT)](/topic/$msft) [Eli Lilly and Company (LLY)](/topic/$lly) [GLOBANT S.A. (GLOB)](/topic/$glob) [Helium IOT (IOT)](/topic/$iot) [uniQure N.V. (QURE)](/topic/$qure) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snowflake Inc. (SNOW)](/topic/$snow) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Minted (MTD)](/topic/$mtd) [BIO-TECHNE Corp (TECH)](/topic/$tech) [Salesforce Inc (CRM)](/topic/$crm) [FIVE9, INC. (FIVN)](/topic/$fivn) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [UnitedHealth Group (UNH)](/topic/$unh) [Mastercard, Inc. (MA)](/topic/$ma) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Fenerbahçe Token (FB)](/topic/$fb) [Datadog Inc (DDOG)](/topic/$ddog) [CVS Health Corp (CVS)](/topic/$cvs) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Bentley Systems Inc (BSY)](/topic/$bsy) [ZoomInfo Technologies Inc. (ZI)](/topic/$zi) [ELYSIA (EL)](/topic/$el) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Vroom, Inc. (VRM)](/topic/$vrm) [Sea Limited (SE)](/topic/$se) [NCINO, Inc. (NCNO)](/topic/$ncno) [British American Tobacco (BTI)](/topic/$bti) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Evotec SE (EVO)](/topic/$evo) [Apple, Inc. (AAPL)](/topic/$aapl) [MP Materials Corp. (MP)](/topic/$mp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$LYSDY One of the most asymmetric trades in AI may be underground. We explore the opportunity in our latest post. $MP $NEO.TO $LYSDY https://t.co/N6FlDreUnw https://t.co/qsopdsuTPa One of the most asymmetric trades in AI may be underground. We explore the opportunity in our latest post. $MP $NEO.TO $LYSDY https://t.co/N6FlDreUnw https://t.co/qsopdsuTPa"  
[X Link](https://x.com/inflectionecon/status/2010880136921694352)  2026-01-13T01:02Z 11.7K followers, [----] engagements


"$CSU.TO: CIBC cuts target price to $4668 from $5260 So it begins"  
[X Link](https://x.com/inflectionecon/status/2012246441293426752)  2026-01-16T19:31Z 11.7K followers, [----] engagements


"@HighyieldHarry $IOT $GTLB worth looking at"  
[X Link](https://x.com/inflectionecon/status/2012649910605164965)  2026-01-17T22:15Z 11.7K followers, [----] engagements


"$RBLX is transitioning from hit-driven volatility to platform leverage. Full write up 👇"  
[X Link](https://x.com/inflectionecon/status/2013726065206686165)  2026-01-20T21:31Z 11.7K followers, [----] engagements


"Doesnt matter which way you slice it +4% gdp growth for a mature developed nation is really impressive. JUST IN: US GDP grew by 4.4% in Q3 above expectations of 4.3% JUST IN: US GDP grew by 4.4% in Q3 above expectations of 4.3%"  
[X Link](https://x.com/inflectionecon/status/2014342564761964990)  2026-01-22T14:21Z 11.7K followers, [----] engagements


"The $SNOW + Observe move definitely challenges $DDOGs log management turf but $DDOG remains the gold standard for real-time monitoring and APM where Snowflake isn't as sticky yet. We'd say theres room to own both: $SNOW is your long-term data lake while $DDOG is the real-time cockpit for engineers. We actually have a deep dive on $DDOG coming soon that looks into the rivalry"  
[X Link](https://x.com/inflectionecon/status/2016200867624395031)  2026-01-27T17:25Z 11.7K followers, [--] engagements


"The sell-offs arent random. They reflect a regime shift: from structural growth at any price to disciplined growth with durable cash flows and real AI monetization. The reset is painful but healthy. Valuation excess getting weeded out and software getting re-aligned with fundamentals. There are opportunities. Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT -31% AGYS -21% Every single software stock that has reported earnings so far this cycle has gone down. SAP -14% MSFT -7% NOW -7% MANH -3% ROP -12% CVLT"  
[X Link](https://x.com/inflectionecon/status/2016881054641017156)  2026-01-29T14:28Z 11.7K followers, [----] engagements


"@IchLerne2 $CSU now at about 19x TTM FCF from 50x TTM FCF around peak so getting interesting but still a bit of a wild card. Like $SNOW $DDOG $CRWD $IOT and $GTLB but not particularly cheap. The dispersion between future compounders and future value traps has likely never been wider"  
[X Link](https://x.com/inflectionecon/status/2017002061678727576)  2026-01-29T22:29Z 11.7K followers, [---] engagements


"Man @moltbook is no joke which clawdbots / moltbots are living on @base right now 🦞⛓ let's get them all signed up for https://t.co/mzDRfsok1N tag them here so I can reach out which clawdbots / moltbots are living on @base right now 🦞⛓ let's get them all signed up for https://t.co/mzDRfsok1N tag them here so I can reach out"  
[X Link](https://x.com/inflectionecon/status/2017310039988457770)  2026-01-30T18:52Z 11.7K followers, [----] engagements


"@Goderguy Prefer $LONN.SW here. Obviously better in the $490s"  
[X Link](https://x.com/inflectionecon/status/1550157274609500161)  2022-07-21T16:34Z 11.8K followers, [--] engagements


"2. $CRL: 22x NTM P/E; EPS expected to grow over 20% in '24 and over 18% in '25. NHP issue = unusual pricing power lever that won't come down. Sub-$200s ideal. [--]. $CLPT: 5.9x p/s '24; 3.3x p/s (3x ev/s) '26 est. of $60m. $100m+ run rate target. $8s ideal"  
[X Link](https://x.com/inflectionecon/status/1633121971511631874)  2023-03-07T15:06Z 11.8K followers, [----] engagements


"4. $MXCT: 6x '24 p/s (3.4x ev/s); $200m cash $400 MC. $4s ideal. [--]. $TECH: 27x EV/EBITA; Revs CAGR 14% next [--] EBITDA growth 15%+ next [--]. Low $70s ideal. [--]. $LONN.SW: 16x '24 EV/EBITDA; 21% '24 EBITDA growth 18% in '25. Mid-$400s ideal. [--]. $DHR: mentioned before"  
[X Link](https://x.com/inflectionecon/status/1633121973394890753)  2023-03-07T15:06Z 11.8K followers, [----] engagements


"Wholeheartedly agree. Would add $MXCT to the list. Regardless of yields and as an aside believe that small life science compounders are at very compelling valuations across the board. Although low risk of takeouts from $LONN $TMO $DHR $CRL rising by the day. We are entering the Microcap XYZ could easily double or triple in [--] months phase of the market. Drop you microcaps that could easy double or triple in [--] months ideas below 👇 We are entering the Microcap XYZ could easily double or triple in [--] months phase of the market. Drop you microcaps that could easy double or triple in [--] months ideas"  
[X Link](https://x.com/inflectionecon/status/1709591205317664995)  2023-10-04T15:28Z 11.7K followers, 12.6K engagements


"@PythiaR Earnings guidance cut on weaker cell funding enviro. Will likely see similar for $TMO $LONN $RGEN (although price reaction won't be the same)"  
[X Link](https://x.com/inflectionecon/status/1709932976845504517)  2023-10-05T14:06Z 11.7K followers, [---] engagements


"Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out"  
[X Link](https://x.com/inflectionecon/status/2011461334299226118)  2026-01-14T15:32Z 11.8K followers, 11.7K engagements


"Bullish $RBLX optionality: Tencent is hiring again for Roblox China ops (Shenzhen roles updated Jan 26). Partnership dates back to 2019; [----] launch failed. Hiring cadence + China pre-reg chatter suggest round [--] may be closer than expected. Nice potential upside if it sticks. https://careers.tencent.com/en-us/search.htmlkeyword=Roblox $RBLX is transitioning from hit-driven volatility to platform leverage. Full write up 👇 https://t.co/SNYfgkynoF https://careers.tencent.com/en-us/search.htmlkeyword=Roblox $RBLX is transitioning from hit-driven volatility to platform leverage. Full write up 👇"  
[X Link](https://x.com/inflectionecon/status/2015863730408509589)  2026-01-26T19:05Z 11.7K followers, [----] engagements


"@IchLerne2 Agreed on the premier valuations hence the reset but not sure a bear market is just a blip. Kind of have to go case by case. Check something like $CSU $ROP or $CRM etc. not exactly blips"  
[X Link](https://x.com/inflectionecon/status/2016929131238129854)  2026-01-29T17:39Z 11.7K followers, [---] engagements


"Say what you want but the old Cathie Wood special $ZM up +7.3% while the rest of SaaS bleeds"  
[X Link](https://x.com/inflectionecon/status/2017003205738000764)  2026-01-29T22:33Z 11.7K followers, [----] engagements


"Cheap" vs "expensive" feels semantic here. $CSU.TO is high-quality and durable but that doesnt make it cheap. Even ex-SBC FCF youre paying a premium for execution continuity and its not obvious that continuity is easy to underwrite in this environment with like 10+ model releases in the pipeline for Q1 and another 10+ for Q2 etc. etc https://twitter.com/i/web/status/2018390857833914448 https://twitter.com/i/web/status/2018390857833914448"  
[X Link](https://x.com/inflectionecon/status/2018390857833914448)  2026-02-02T18:27Z 11.8K followers, [----] engagements


"Agree that this is the core CSU edge. They dont need to underwrite terminal value ex-ante and the arb between [--] assumed TV and some real TV has been enormously powerful. My hesitation isnt runway or capital deployment its whether the distribution of outcomes and reinvestment IRRs is widening enough that we should be more humble about underwriting continuity at todays multiple. https://twitter.com/i/web/status/2018395262192848986 https://twitter.com/i/web/status/2018395262192848986"  
[X Link](https://x.com/inflectionecon/status/2018395262192848986)  2026-02-02T18:45Z 11.7K followers, [---] engagements


"This diagram says the quiet part out loud. Value isn't accruing at the application UI layer anymore it's accruing in the intelligence stack sitting between systems of record and users. SaaS used to win by owning workflows. AI wins by abstracting them. If [--] layers of reasoning context and action sit above the SoR then classic seat-based apps become interchangeable endpoints. The moat shifts from UI data models and orchestration. Thats the SaaS uncertainty shock: multiples were priced for permanent workflow ownership but the future looks like lightweight interfaces powered by agentic systems."  
[X Link](https://x.com/inflectionecon/status/2020243393360666784)  2026-02-07T21:08Z 11.8K followers, [----] engagements


"@Dexerto Reminder: this is just a v1 beta. We are so early"  
[X Link](https://x.com/inflectionecon/status/2021329761604452597)  2026-02-10T21:05Z 11.8K followers, [--] engagements


"$GTLB $IOT Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2022300688546496821)  2026-02-13T13:23Z 11.8K followers, [----] engagements


"This came out of nowhere and is no surprise considering super inflated real estate assets. We dont expect this to reverse anytime soon. $TD $CIBC #economy #canada Soaring Canadian Insolvencies Cripple Local Banks https://t.co/49NxMzNKX2 Soaring Canadian Insolvencies Cripple Local Banks https://t.co/49NxMzNKX2"  
[X Link](https://x.com/inflectionecon/status/1101849357639434240)  2019-03-02T14:18Z 11.8K followers, [--] engagements


"I get people complaining about certain SaaS valuations to a degree but some of these reopening stocks (ie. cruise lines) make zero sense. $rcl $ccl"  
[X Link](https://x.com/inflectionecon/status/1469719863677661191)  2021-12-11T17:24Z 11.8K followers, [--] engagements


"Still outperforming. Still minimal attention. $BCS $CRZBY Love these stories via @MebFaber European banks have quietly outperformed the Mag [--] over the past few years. They are really having a move and it hasn't been getting much attention. 👀 $BCS https://t.co/x2yKccRcfn Love these stories via @MebFaber European banks have quietly outperformed the Mag [--] over the past few years. They are really having a move and it hasn't been getting much attention. 👀 $BCS https://t.co/x2yKccRcfn"  
[X Link](https://x.com/inflectionecon/status/1901999800712675682)  2025-03-18T14:11Z 11.8K followers, [----] engagements


"Were basically seeing violent separation between companies selling "Access" (Seats) and those selling "Outcomes" (Data/Compute). Avoid: Companies relying on generic workflows and headcount growth. Companies like $ASAN $CRM $FIVN (unless they successfully pivot to consumption models). Opportunities: Capital is fleeing deflationary code for inflationary infrastructure. Focus on the companies monetizing data gravity security and compute consumption. Companies like $SNOW (Data Gravity) $DDOG (Observability) $CRWD (Security) $IOT (Physical AI). Wild cards: The hope for the software aggregators is"  
[X Link](https://x.com/inflectionecon/status/2014334660998808029)  2026-01-22T13:49Z 11.8K followers, [----] engagements


"$GTLB 👇 https://t.co/IzM3kESIi4 https://t.co/IzM3kESIi4"  
[X Link](https://x.com/inflectionecon/status/2015856183442059466)  2026-01-26T18:35Z 11.8K followers, [----] engagements


"$TWST Q1 [----] earnings: Record revenue and raised guidance despite NGS headwinds. [--]. AI + genomics; [--]. functional interpretation of non-coding DNA; [--]. design-heavy biology. This name is still slept on. Yes $TWST is going higher.the march to +$72 continues Yes $TWST is going higher.the march to +$72 continues"  
[X Link](https://x.com/inflectionecon/status/2018329073164980462)  2026-02-02T14:22Z 11.8K followers, [----] engagements


"Not sure which one is the safe haven tbh Fuck this. Its simply too painful at this point. Im done. Sold all my bitcoin at $63000 and Im pivoting over to full allocation to the SP500. Time to start being able to sleep through the night again like a normal person. Fuck this. Its simply too painful at this point. Im done. Sold all my bitcoin at $63000 and Im pivoting over to full allocation to the SP500. Time to start being able to sleep through the night again like a normal person"  
[X Link](https://x.com/inflectionecon/status/2019571471518167161)  2026-02-06T00:38Z 11.8K followers, [----] engagements


"$RBLX just printed one its best quarters ever: Bookings +70% to $1.92B DAUs +70% to 151.5M and growth is now broadening beyond the top [--] experiences while [----] cohorts look like core users. [----] looking like an investment year (infra/safety/DevEx) with no viral hit assumed in guidance. Company is shifting from a hit-driven game platform to a compounding content economy. The model is being de-risked. $RBLX is transitioning from hit-driven volatility to platform leverage. Full write up 👇 https://t.co/SNYfgkynoF $RBLX is transitioning from hit-driven volatility to platform leverage. Full write"  
[X Link](https://x.com/inflectionecon/status/2019755370898424010)  2026-02-06T12:49Z 11.8K followers, [----] engagements


"Most portfolios ask: what happens next Ours asks: what forces persist regardless Five engines not sectors: 1.Machine Infrastructure 2.Physical Constraints 3.Ownership Platforms 4.Duration Mispricing 5.Convex Futures Nowadays certainty is a fragile edge. Survivability adaptability asymmetric exposure matter more. For a write up on our portfolio check out below. https://twitter.com/i/web/status/2020988608547602876 https://twitter.com/i/web/status/2020988608547602876"  
[X Link](https://x.com/inflectionecon/status/2020988608547602876)  2026-02-09T22:30Z 11.8K followers, [----] engagements


"$DDOG Q4 print is out. Clean execution. 29% YoY growth strong large-customer adds solid FCF. Stock up pre-market. Still earning its premium better than most of its peers. The open questions havent changed though: guidance is cautious EPS leverage matters and the debate is now about durable per-share earnings power not relevance to justify the multiple. https://t.co/UQp2WING41 https://t.co/UQp2WING41"  
[X Link](https://x.com/inflectionecon/status/2021208554057732539)  2026-02-10T13:04Z 11.8K followers, [----] engagements


"Reminder: this is just a v1 beta. We are so early. An AI company has built a biometric robot designed for human companionship Moya is equipped with body heat dense skin and costs around $173000 https://t.co/20FM0ZX9Dt An AI company has built a biometric robot designed for human companionship Moya is equipped with body heat dense skin and costs around $173000 https://t.co/20FM0ZX9Dt"  
[X Link](https://x.com/inflectionecon/status/2021344602545062194)  2026-02-10T22:04Z 11.8K followers, [----] engagements


"Its dawning on people this architecture were using to build Hazel it can replace any job in wealth management he said in an interview. Usually these are jobs done by entire teams. And theyll be done with AI effectively for $100 a month"  
[X Link](https://x.com/inflectionecon/status/2021389265415045288)  2026-02-11T01:02Z 11.8K followers, [--] engagements


"@buccocapital Its dawning on people this architecture were using to build Hazel it can replace any job in wealth management he said in an interview. Usually these are jobs done by entire teams. And theyll be done with AI effectively for $100 a month. Ooof https://www.bloomberg.com/news/articles/2026-02-11/the-new-ai-stock-trade-is-dumping-any-company-in-its-crosshairs https://www.bloomberg.com/news/articles/2026-02-11/the-new-ai-stock-trade-is-dumping-any-company-in-its-crosshairs"  
[X Link](https://x.com/inflectionecon/status/2021390002098405420)  2026-02-11T01:05Z 11.8K followers, [---] engagements


"$GTLB $IOT Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2021580799716274306)  2026-02-11T13:43Z 11.8K followers, [----] engagements


"You see this in so many software hot takes. In AI time compresses. A 7-month-old expert call is almost a backtest. Cost sensitivity changes with scale. Architecture changes with models. The danger isnt being wrong its being confidently anchored to priors in a regime thats literally rewriting itself one model release after another. https://twitter.com/i/web/status/2021615875493691399 https://twitter.com/i/web/status/2021615875493691399"  
[X Link](https://x.com/inflectionecon/status/2021615875493691399)  2026-02-11T16:02Z 11.8K followers, [---] engagements


"Both can be true. AI can expand margins at the company level and compress them at the industry level. Early adopters earn supernormal returns. Once AI diffuses competition pushes those gains back to customers. AI is deflationary at the task level. Whether its inflationary or deflationary for equity depends on who owns the control point. https://twitter.com/i/web/status/2021617138511888724 https://twitter.com/i/web/status/2021617138511888724"  
[X Link](https://x.com/inflectionecon/status/2021617138511888724)  2026-02-11T16:07Z 11.8K followers, [--] engagements


"Link: https://theinflectioneconomy.substack.com/p/circle-the-convex-future-of-money https://theinflectioneconomy.substack.com/p/circle-the-convex-future-of-money"  
[X Link](https://x.com/inflectionecon/status/2021735372909052212)  2026-02-11T23:57Z 11.8K followers, [---] engagements


"Whats the most exciting long opportunity you are eying in this AI triggered selloff"  
[X Link](https://x.com/inflectionecon/status/2022039716456280450)  2026-02-12T20:06Z 11.8K followers, [--] engagements


"Remember the March [----] COVID selloff Markets didnt crash because earnings declined. They crashed because the future became unknowable. No one knew how bad it would get. No one knew how long it would last. The Fed had tools but not clarity. AI may be creating a similar moment. Not because the damage is visible yet but because investors cant underwrite what comes next. When models break markets dont gently reprice. They liquidate first and figure it out later. This looks like the transition into the Uncertainty Shock. https://twitter.com/i/web/status/2022085646269992981"  
[X Link](https://x.com/inflectionecon/status/2022085646269992981)  2026-02-12T23:09Z 11.8K followers, [---] engagements


"Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://theinflectioneconomy.substack.com/p/the-structural-case-for-post-acute https://theinflectioneconomy.substack.com/p/the-structural-case-for-post-acute"  
[X Link](https://x.com/inflectionecon/status/2009695694244982879)  2026-01-09T18:36Z 11.8K followers, [----] engagements


"$THC just printed a strong Q4. Disciplined ops + margin expansion + steady demand in acute & outpatient care. In a world short on forecastability real-world throughput still pays. Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T"  
[X Link](https://x.com/inflectionecon/status/2021632068426543497)  2026-02-11T17:06Z 11.8K followers, [----] engagements


"Time to be bussin $gtlb Added $GTLB today - $36. https://t.co/TMjrVGeMex Added $GTLB today - $36. https://t.co/TMjrVGeMex"  
[X Link](https://x.com/inflectionecon/status/2019114034826756295)  2026-02-04T18:21Z 11.8K followers, [----] engagements


"ur not long enough $gtlb anon Are you still giga long $GTLB https://t.co/XgDSW19FGo Are you still giga long $GTLB https://t.co/XgDSW19FGo"  
[X Link](https://x.com/inflectionecon/status/2019763951932768294)  2026-02-06T13:23Z 11.8K followers, [----] engagements


"Adding $GTLB $CRCL here"  
[X Link](https://x.com/inflectionecon/status/2019868241125077094)  2026-02-06T20:18Z 11.8K followers, [----] engagements


"@PythiaR But $MNDYs print tho"  
[X Link](https://x.com/inflectionecon/status/2020990148251447479)  2026-02-09T22:36Z 11.8K followers, [----] engagements


"The SaaS apocalypse is upon us. In this post we deep dive to explore whether its actually so over or whether there are opportunities. Tickers mentioned: $ASAN $CRM $FIVN $SNOW $DDOG $CRWD $IOT $GTLB $CSU $CSU.TO https://theinflectioneconomy.substack.com/p/the-saas-apocalypse https://theinflectioneconomy.substack.com/p/the-saas-apocalypse"  
[X Link](https://x.com/inflectionecon/status/2013343237700809120)  2026-01-19T20:10Z 11.8K followers, [----] engagements


"$GTLB I wont even bother doing some math here. Yall arent ready for it. $GTLB https://t.co/m72Q5FrbK2 I wont even bother doing some math here. Yall arent ready for it. $GTLB https://t.co/m72Q5FrbK2"  
[X Link](https://x.com/inflectionecon/status/2020849371445690752)  2026-02-09T13:16Z 11.8K followers, [----] engagements


"Truist in $PNTG"  
[X Link](https://x.com/inflectionecon/status/2010752545703280680)  2026-01-12T16:35Z 11.8K followers, [----] engagements


"$GTLB and $IOT some of our favourite picks 👇 Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL Time for a banger - "See You At $70". $IOT $GTLB Get the popcorn out. https://t.co/LFfkiwI9eL"  
[X Link](https://x.com/inflectionecon/status/2017277009882161589)  2026-01-30T16:41Z 11.8K followers, [----] engagements


"Staples starting to move this year $CHD"  
[X Link](https://x.com/inflectionecon/status/2018749617416884575)  2026-02-03T18:13Z 11.8K followers, [----] engagements


"$CBOE quietly outperforming a lot of classic compounders over the last [--] years at +205% cumulatively ex-dividend. Better than $FICO $CSU $TDG $ICE $UNH etc"  
[X Link](https://x.com/inflectionecon/status/2022321965730533780)  2026-02-13T14:48Z 11.8K followers, [----] engagements


"$PNTG +3% on a nasty day just broke 10/20/50 day MA Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T Were live The margin compression cycle is over volume cycle starting. The divergence is here in [----]. Link below 👇 $PNTG $ADUS $CVS $THC $AMN https://t.co/xTPTiNow2B https://t.co/ypHj5bHp4T"  
[X Link](https://x.com/inflectionecon/status/2019479027816313161)  2026-02-05T18:31Z 11.8K followers, [---] engagements


"Managed care basket: $PNTG $ADUS $THC $CVS all green today. $PNTG $THC +3%"  
[X Link](https://x.com/inflectionecon/status/2019479795860406728)  2026-02-05T18:34Z 11.8K followers, [---] engagements


"Staples crushing right now ex-dividend: $CHD +20% $KO +13% $BF.B +18% $JNJ +18% $CL +22% $CLX +24%"  
[X Link](https://x.com/inflectionecon/status/2022113222506295405)  2026-02-13T00:58Z 11.8K followers, [---] engagements


"This is disgusting. REALLY doesnt motivate business owners to pay taxes come tax season. cc: @416_Perp https://www.ctvnews.ca/politics/growing-list-of-canadian-politicians-caught-travelling-abroad-despite-pandemic-1.5251039 https://www.ctvnews.ca/politics/growing-list-of-canadian-politicians-caught-travelling-abroad-despite-pandemic-1.5251039"  
[X Link](https://x.com/inflectionecon/status/1345412839419346944)  2021-01-02T16:53Z 11.8K followers, [--] engagements


"CGT Trends $RGEN $TMO $DHR"  
[X Link](https://x.com/inflectionecon/status/1520097131419377670)  2022-04-29T17:46Z 11.8K followers, [--] engagements


"@agnostoxxx Yes yes tell them the SaaS bottom is in. Mention AI efficiencies. Whisper operating leverage. Now explain that the SoR remains sacred and definitely not a glorified cache for an agent. Do it again. https://t.co/pYc54fCb9Q @agnostoxxx Yes yes tell them the SaaS bottom is in. Mention AI efficiencies. Whisper operating leverage. Now explain that the SoR remains sacred and definitely not a glorified cache for an agent. Do it again. https://t.co/pYc54fCb9Q"  
[X Link](https://x.com/inflectionecon/status/2021612991259500733)  2026-02-11T15:51Z 11.8K followers, 86.4K engagements


"Its happening $GTLB"  
[X Link](https://x.com/inflectionecon/status/2015442372683841890)  2026-01-25T15:11Z 11.8K followers, 43.1K engagements


"Probably the most interesting long in payments and tech right now $CRCL Not $V not $MA Agentic AI wont run on bank wires it will run on programmable dollars and CRCL owns that rail"  
[X Link](https://x.com/inflectionecon/status/2021735370119864534)  2026-02-11T23:57Z 11.8K followers, [----] engagements


"$GOOG quietly setting a new standard today. This isnt a benchmark chart. Its a model-destroying event. With AI capabilities moving this fast investors cant anchor to anything. We are losing the ability to underwrite the future. The latest Deep Think moves beyond abstract theory to drive practical applications. Its state-of-the-art on ARC-AGI-2 a benchmark for frontier AI reasoning. On Humanitys Last Exam it sets a new standard tackling the hardest problems across mathematics science and https://t.co/Cm0PYDd2Cn The latest Deep Think moves beyond abstract theory to drive practical applications."  
[X Link](https://x.com/inflectionecon/status/2022108969947607371)  2026-02-13T00:42Z 11.8K followers, [----] engagements


"Exactly. The acquisition engine feeds organic growth. Pull back on one and the other feels it. Thats why the calls for buybacks Im seeing right now miss the point. $CSU compounds by acquiring durable cash flows at high ROIC not by timing its own stock. Buybacks only make sense if the pipeline dries up IRRs fall or the stock trades well below intrinsic value. And if thats the case investors may have bigger things to worry about because the model itself may have changed. https://twitter.com/i/web/status/2022327634839904588 https://twitter.com/i/web/status/2022327634839904588"  
[X Link](https://x.com/inflectionecon/status/2022327634839904588)  2026-02-13T15:10Z 11.8K followers, [---] engagements


"@PythiaR The $DPZ experience has some overarching themes: [--]. Replicable model [--]. Infused with tons of technology [--]. Easy to understand market (everyone loves pizza) [--]. Sold off tons in [--]. I wonder if something like entertainment (ie. $lyv $chdn) is the next wave. Maybe something else"  
[X Link](https://x.com/inflectionecon/status/1241196163371601920)  2020-03-21T02:53Z 11.5K followers, [--] engagements


"@416_Perp Been looking at $THO liked it a lot near March 23rd low but didnt pull. Whats great about it is the majority of its cost structure is variable; it can ramp up or down very quickly (hence the low debt it has on BS). Great ROIC. Also liked $PII and $DOO but those may take time"  
[X Link](https://x.com/Logos_LP/status/1253460620772597760)  2020-04-23T23:07Z 11.4K followers, [--] engagements


"If EV is the future why wouldnt this be a huge tailwind for $atd.to (Couche Tard)"  
[X Link](https://x.com/Logos_LP/status/1296079183668551685)  2020-08-19T13:38Z 11.5K followers, [--] engagements


"@PythiaR @bizalmanac That's what I'm thinking too don't think this is a headwind for couche-tard at all. If anyone can figure that out it's their management team"  
[X Link](https://x.com/Logos_LP/status/1336093505488302080)  2020-12-07T23:41Z 11.4K followers, [--] engagements


"@XanderXanXan $CD is cheaper on a relative basis given explosive growth. $GDS is a great business though"  
[X Link](https://x.com/Logos_LP/status/1354598637729411075)  2021-01-28T01:14Z 11.4K followers, [--] engagements


"Adds: $U $DPZ $COST $TOI.V (topicus) $FIVN"  
[X Link](https://x.com/Logos_LP/status/1367516133893562371)  2021-03-04T16:43Z 11.4K followers, [--] engagements


"There are a few what I like to call mission critical compounders w/ very strong tailwinds offering pretty good 5-year IRRs from here: $zbra $dhr $idxx $bsy $otis $apg $clbt $evbg $tmo $cts.to are a few. This would be a wake me up in 5yrs and not lose sleep portfolio"  
[X Link](https://x.com/anyuser/status/1449405019934150660)  2021-10-16T16:01Z 11.8K followers, [---] engagements


"@edsstokes My guess would be where their tech meets the physical world and there is a value add: ie. corrosion monitoring systems for data capture and corrosion maintenance software w/in chemical/industrial/oil sectors. Halma PLC out of the UK uses this playbook"  
[X Link](https://x.com/Logos_LP/status/1450794487157075968)  2021-10-20T12:02Z 11.4K followers, [--] engagements


"@Teemacsj @chumps_mcgee Especially considering the major tailwinds this company has"  
[X Link](https://x.com/inflectionecon/status/1451350873758633988)  2021-10-22T00:53Z 11.5K followers, [--] engagements


"$idxx accelerated their buyback YTD vs. '20. Margins increased across the board water and livestock segments should accelerate in [----]. Expect +20% CAGR EPS growth next [--] years minimum"  
[X Link](https://x.com/inflectionecon/status/1455562011627167752)  2021-11-02T15:46Z 11.5K followers, [--] engagements


"@Free7Antsy No real surprises. $idxx will continue to execute and buyback shares. Easy $150-200b business in [--] years"  
[X Link](https://x.com/inflectionecon/status/1455971319464484874)  2021-11-03T18:53Z 11.5K followers, [--] engagements


"@buccocapital Check out biotech/health services and software: $cert $crl $idxx $medp $wst. Whole complex going through major uptick in demand"  
[X Link](https://x.com/inflectionecon/status/1456290268966178822)  2021-11-04T16:00Z 11.5K followers, [--] engagements


"@Free7Antsy Mmmm $idxx"  
[X Link](https://x.com/inflectionecon/status/1456629403333578752)  2021-11-05T14:28Z 11.5K followers, [--] engagements


"@NapkinCapital Like $idxx better here"  
[X Link](https://x.com/inflectionecon/status/1458911089085845504)  2021-11-11T21:34Z 11.5K followers, [--] engagements


"$idxx perpetual buyback machine"  
[X Link](https://x.com/inflectionecon/status/1460773060336881665)  2021-11-17T00:53Z 11.5K followers, [--] engagements


"What is your favorite big cap stock for 2022"  
[X Link](https://x.com/inflectionecon/status/1461479110128115716)  2021-11-18T23:39Z 11.5K followers, [--] engagements


"$ZBRA's value to $F h/t Morningstar"  
[X Link](https://x.com/Logos_LP/status/1492153550243340293)  2022-02-11T15:08Z 11.4K followers, [--] engagements


"@WealthOrDie @StockTalk416 @SardonicCanuck Ive thought about this but best I could come up with is shorting Canadian consumer balance sheets. Something like: long USD short mortgage insurers and second tier financials ($gnw.to $hcg.to maybe $pow.to) and Canadian consumer cyclicals. Big [--] banks are hard to short"  
[X Link](https://x.com/Logos_LP/status/1495105381676294144)  2022-02-19T18:37Z 11.5K followers, [--] engagements


"$NVS entering into gene therapy. https://www.fiercebiotech.com/biotech/novartis-eyes-next-gen-aav-therapies-175b-voyager-biobucks-pact https://www.fiercebiotech.com/biotech/novartis-eyes-next-gen-aav-therapies-175b-voyager-biobucks-pact"  
[X Link](https://x.com/Logos_LP/status/1501273633259405317)  2022-03-08T19:08Z 11.5K followers, [--] engagements


"@agnostoxxx Commodity price inflation doesnt affect you either"  
[X Link](https://x.com/inflectionecon/status/1501936284897464320)  2022-03-10T15:01Z 11.6K followers, [--] engagements


"@viggy_krishnan @JerryCap $ZI money printer"  
[X Link](https://x.com/inflectionecon/status/1527316227743686656)  2022-05-19T15:52Z 11.5K followers, [--] engagements


"$RGEN on margin expansion long term growth"  
[X Link](https://x.com/Logos_LP/status/1613197963479908352)  2023-01-11T15:35Z 11.4K followers, [----] engagements


"$MORN $CRL estimates for 2025"  
[X Link](https://x.com/Logos_LP/status/1635666019233431555)  2023-03-14T15:35Z 11.5K followers, [----] engagements


"CGT trend questions remain on [--]. cannibalization of mABs; [--]. Rare disease mix (vs. oncology); [--]. Stem cell vs. viral vector etc. mix and impact on pricing. $DHR $RGEN $TMO Tools + medtech will also be important to manufacturing ( $TECH ; see: $CLPT COGS impact to $QURE amt-130)"  
[X Link](https://x.com/Logos_LP/status/1646156696992075783)  2023-04-12T14:21Z 11.4K followers, [----] engagements


"$DHR on the secular shift. Temporary dislocations are your friend"  
[X Link](https://x.com/anyuser/status/1650899367845306368)  2023-04-25T16:27Z 11.8K followers, 24.9K engagements


"Why the [--] pools at $MKTX and $TW will win:"  
[X Link](https://x.com/inflectionecon/status/1662161990012358658)  2023-05-26T18:21Z 11.6K followers, [----] engagements


"Have been asked about the best way to play emerging markets and think this might be the ideal "set and forget" method for very long-term investors. Call it the 'EM: Sin Staple and Supply' port. $BF.B $MKC $CP $PEP $MDLZ $MNST $EL Any others"  
[X Link](https://x.com/anyuser/status/1668304623302586397)  2023-06-12T17:09Z 11.8K followers, 22.7K engagements


"Perhaps not so much of a hot take but the ultimate AI beneficiaries will be the oligopoly trading platforms $TW $MKTX https://www.marketsmedia.com/marketaxess-announces-first-client-algo-trade-using-adaptive-auto-x/ https://www.marketsmedia.com/marketaxess-announces-first-client-algo-trade-using-adaptive-auto-x/"  
[X Link](https://x.com/inflectionecon/status/1672252209721999360)  2023-06-23T14:36Z 11.5K followers, [----] engagements


"$DHR cell therapy end market being the biggest opportunity right now"  
[X Link](https://x.com/Logos_LP/status/1674032468393951235)  2023-06-28T12:30Z 11.4K followers, [----] engagements


"Missed this but $TECH adding to their spatial biology portfolio https://investors.bio-techne.com/press-releases/detail/373/bio-techne-to-acquire-lunaphore https://investors.bio-techne.com/press-releases/detail/373/bio-techne-to-acquire-lunaphore"  
[X Link](https://x.com/Logos_LP/status/1674099712876777473)  2023-06-28T16:57Z 11.5K followers, [----] engagements


"@sinstockpapi Not convinced $atd.to is secularly challenged tbh"  
[X Link](https://x.com/Logos_LP/status/1674100436079345677)  2023-06-28T17:00Z 11.5K followers, [---] engagements


"This gap isnt closing soon. Large imbalances longer term. Rare diseases will be the focus for pharma over time. $CRL will continue to invest in AAV manufacturing within the clinical ecosystem. $DHR $RGEN $WST Rare disease = more HVP mix long term"  
[X Link](https://x.com/inflectionecon/status/1674935457371639808)  2023-07-01T00:18Z 11.5K followers, [----] engagements


"$NVS with the $15b buyback Sandoz spin-off confirmed. https://seekingalpha.com/news/3988241-novartis-beats-top-and-bottom-line-estimates-raises-fy23-outlook-and-board-endorses-sandoz-spin-off https://seekingalpha.com/news/3988241-novartis-beats-top-and-bottom-line-estimates-raises-fy23-outlook-and-board-endorses-sandoz-spin-off"  
[X Link](https://x.com/Logos_LP/status/1681273860866408448)  2023-07-18T12:04Z 11.5K followers, [----] engagements


"Process is the product : CEO of Replimune on the impact of clinical trial processes on biologic manufacturing. Had to show process is identical for FDA to clear the facility. Small but vital example of regulatory capture w/in the value chain. $mxct $dhr $rgen $tmo $clpt"  
[X Link](https://x.com/Logos_LP/status/1710313478613766594)  2023-10-06T15:18Z 11.4K followers, 10.4K engagements


"$TMO big premium for this one"  
[X Link](https://x.com/inflectionecon/status/1714416750375186435)  2023-10-17T23:03Z 11.5K followers, [----] engagements


"$DHR and $AND.TO since 2020"  
[X Link](https://x.com/Logos_LP/status/1752528854428586139)  2024-01-31T03:06Z 11.5K followers, [----] engagements


"Reminder for the biologics boom. Disregard my excellent MS paint skills. $WST"  
[X Link](https://x.com/Logos_LP/status/1762871308193292586)  2024-02-28T16:04Z 11.2K followers, [----] engagements


"$EPAM acquires Vates expands reach in LatAm https://www.prnewswire.com/news-releases/epam-expands-its-reach-in-latin-america-with-acquisition-of-vates-302098623.html https://www.prnewswire.com/news-releases/epam-expands-its-reach-in-latin-america-with-acquisition-of-vates-302098623.html"  
[X Link](https://x.com/Logos_LP/status/1772721452615159837)  2024-03-26T20:25Z 11.4K followers, [----] engagements


"No quite there yet but $MSCI on the cusp of a 4-handle is something to watch"  
[X Link](https://x.com/Logos_LP/status/1780958656718135453)  2024-04-18T13:56Z 11.5K followers, [----] engagements


"Solid execution from $MXCT on a beat and raise in a troughing environment: -Total revenue of $8.2 million in the third quarter of [----] an increase of 2% over the third quarter of [----]. -Core business revenue of $8.1 million in the third quarter of [----] an increase of 23% over the third quarter of [----]. -Six new SPL clients signed year-to-date. Kamau Therapeutics signed in September Legend Biotech signed in May Be Biopharma signed in March and Wugen Imugene and Lion TCR signed in January. The total number of SPL partners now stands at [--]. -MaxCyte increases [----] revenue guidance for core"  
[X Link](https://x.com/Logos_LP/status/1854275226022166719)  2024-11-06T21:30Z 11.4K followers, [----] engagements


"$IDXX reloading the buyback with a 5M share increase. $MXCT upping revenue guidance and cutting global headcount. $IDXX Idexx Laboratories announces 5M share increase in share repurchase pact IDEXX Laboratories announced that the Company's Board of Directors authorized an increase in its ongoing share repurchase program authorizing the repurchase of up to five million additional shares $IDXX Idexx Laboratories announces 5M share increase in share repurchase pact IDEXX Laboratories announced that the Company's Board of Directors authorized an increase in its ongoing share repurchase program"  
[X Link](https://x.com/Logos_LP/status/1866139318919532704)  2024-12-09T15:14Z 11.4K followers, [----] engagements


"$CMG.TO on the influence from former $CSU.TO members their insight into M&A hurdle rates and ROIC. Stock has nearly erased the Bluewear acquisition from over a year ago"  
[X Link](https://x.com/Logos_LP/status/1867306975584751818)  2024-12-12T20:34Z 11.3K followers, [----] engagements


"Love these stories via @MebFaber European banks have quietly outperformed the Mag [--] over the past few years. They are really having a move and it hasn't been getting much attention. 👀 $BCS"  
[X Link](https://x.com/Logos_LP/status/1885016437074346288)  2025-01-30T17:25Z 11.2K followers, [----] engagements


"Are you sure the biotech stuff is safe $XBI"  
[X Link](https://x.com/Logos_LP/status/1887920146490028424)  2025-02-07T17:43Z 11.2K followers, [----] engagements


"The mgmt team at $RPID is top notch. KeyBanc analyst Paul Knight initiates coverage on Rapid Micro Biosystems Inc (NASDAQ: $RPID) with a Overweight rating and a price target of $8.00. The analyst comments: "We believe Rapid Micro Bios Microbial Growth Direct System (GDS) is changing the paradigm in biological KeyBanc analyst Paul Knight initiates coverage on Rapid Micro Biosystems Inc (NASDAQ: $RPID) with a Overweight rating and a price target of $8.00. The analyst comments: "We believe Rapid Micro Bios Microbial Growth Direct System (GDS) is changing the paradigm in biological"  
[X Link](https://x.com/Logos_LP/status/1889778349129580983)  2025-02-12T20:47Z 11.3K followers, [----] engagements


"AI and $MAGS stalling homebuilders $TOL $NVR $LEN cliff diving small caps stalled and now $WMT with the nasty guidance. [----] feeling quite overcooked BREAKING: Walmart stock $WMT falls over -8% after reporting earnings and signaling potential weakness due to upcoming Mexico and Canada tariffs. https://t.co/YmDcJtfQZN BREAKING: Walmart stock $WMT falls over -8% after reporting earnings and signaling potential weakness due to upcoming Mexico and Canada tariffs. https://t.co/YmDcJtfQZN"  
[X Link](https://x.com/Logos_LP/status/1892557378823827460)  2025-02-20T12:50Z 11.3K followers, [----] engagements


"@TidefallCapital $FFH.to good for a few more bps then or are we starting to get concerned about macro cyclicality and reduction in investment income tailwinds"  
[X Link](https://x.com/Logos_LP/status/1952708570685800694)  2025-08-05T12:29Z 11.4K followers, [----] engagements


"$CSU.TO presentation on AI right now. Pretty clear from Mark and the gang that its early days for AI/AI adoption. A lot of hesitance to make any meaningful predictions regarding its impact and what the future will hold. Such a contrast listening to this kind of a presentation vs. one delivered by an AI personality like Altman or Amodei"  
[X Link](https://x.com/Logos_LP/status/1970130782669750581)  2025-09-22T14:19Z 11.4K followers, 24.9K engagements


"👀 moving beyond AI slop. $TWST $PSNL $GOOG An exciting milestone for AI in science: Our C2S-Scale 27B foundation model built with @Yale and based on Gemma generated a novel hypothesis about cancer cellular behavior which scientists experimentally validated in living cells. With more preclinical and clinical tests An exciting milestone for AI in science: Our C2S-Scale 27B foundation model built with @Yale and based on Gemma generated a novel hypothesis about cancer cellular behavior which scientists experimentally validated in living cells. With more preclinical and clinical tests"  
[X Link](https://x.com/Logos_LP/status/1978575472406442006)  2025-10-15T21:35Z 11.4K followers, [----] engagements


"Ahhh yes. Hello darkness my old friend $LODE Commodities & Mining Stocks: Warm welcome to new investors 💸👋 https://t.co/NCs7Jk8Z9B Commodities & Mining Stocks: Warm welcome to new investors 💸👋 https://t.co/NCs7Jk8Z9B"  
[X Link](https://x.com/Logos_LP/status/1979257917594296358)  2025-10-17T18:47Z 11.4K followers, [----] engagements


"$TWST slept on. $TWST $NTRA @standuquesne --- super important commentary that is not priced in. If $TWST competitors are having commercial supply issues to the point where companies like $NTRA are considering very expensive revalidation using $TWST that is a major signal. Wouldn't be https://t.co/haE6foOd2h $TWST $NTRA @standuquesne --- super important commentary that is not priced in. If $TWST competitors are having commercial supply issues to the point where companies like $NTRA are considering very expensive revalidation using $TWST that is a major signal. Wouldn't be"  
[X Link](https://x.com/Logos_LP/status/1980275065192096001)  2025-10-20T14:09Z 11.5K followers, [----] engagements


"Onwards and upwards. $CLPT #ClearPoint has been named [--] of Americas Growth Leaders by TIME This recognition highlights the growing impact of our team & products. Several key programs are converging to drive an increasing global impact & were excited to see whats next #CLPT https://t.co/JdnZ9pTcet https://t.co/3jD0SYJXFn #ClearPoint has been named [--] of Americas Growth Leaders by TIME This recognition highlights the growing impact of our team & products. Several key programs are converging to drive an increasing global impact & were excited to see whats next #CLPT https://t.co/JdnZ9pTcet"  
[X Link](https://x.com/Logos_LP/status/1981679995027431709)  2025-10-24T11:11Z 11.4K followers, [----] engagements


"Expect Universal Basic Income to be normalized as unemployment continues to tick up and hiring weakens even as the economy grows. Ireland plans to make a $1500 a month basic income for artists permanent per BI Ireland plans to make a $1500 a month basic income for artists permanent per BI"  
[X Link](https://x.com/Logos_LP/status/1983515542066544984)  2025-10-29T12:45Z 11.4K followers, [----] engagements


"How long has $FI been deep value"  
[X Link](https://x.com/Logos_LP/status/1983532308977074464)  2025-10-29T13:52Z 11.5K followers, [----] engagements


"Early days for $LODE. Exciting opportunity here. $LODE looks like free money in the pre-maket to me bought a bunch. Permits confirmed coming. Will do a brief writeup later today to add to yellowbrick. 10x+ potential 100x+ potential if Bioleum works out (I think it will) $LODE looks like free money in the pre-maket to me bought a bunch. Permits confirmed coming. Will do a brief writeup later today to add to yellowbrick. 10x+ potential 100x+ potential if Bioleum works out (I think it will)"  
[X Link](https://x.com/Logos_LP/status/1983900478170690028)  2025-10-30T14:15Z 11.4K followers, [----] engagements


"$CSU holders: The sellers are getting exhausted. The sellers:"  
[X Link](https://x.com/Logos_LP/status/1988264345839481077)  2025-11-11T15:15Z 11.4K followers, 29K engagements


"$GOOG vertical integration (hardware + data + models) challenges $NVDA AI chip dominance and also puts the heat on OpenAI as Google self-funds vs OpenAI relying on animal spirits This is the big story here. Google trained Gemini [--] Pro on Googles own TPUs. No mention of Nvidia chips. This is the big story here. Google trained Gemini [--] Pro on Googles own TPUs. No mention of Nvidia chips"  
[X Link](https://x.com/Logos_LP/status/1991874358504259889)  2025-11-21T14:20Z 11.4K followers, [----] engagements


"The "Genesis Mission" isn't just about more computeit's basically a paradigm shift for life sciences. By coupling AI foundation models with robotic labs we are increasingly entering the age of closed-loop discovery. AI hypothesizes Robot tests 24/7 AI learns. The goal is to compress [--] years of drug discovery into weeks. Simulation replaces physical trial and error ideally compressing discovery timelines by 90%+ Although its still early days look for continued validation of the AI for Science thesis especially as scientific discovery is seen as not only a public good but as national security."  
[X Link](https://x.com/Logos_LP/status/1993339729111073078)  2025-11-25T15:23Z 11.4K followers, [----] engagements


"Revisiting our [----] calls as we head into the end of the year: The Good: $QURE & $CLPT were solid albeit jumpy calls. The "inflection" thesis played out for $CLPT as their partner programs (specifically $QUREs AMT-130) validated the platform. We sold most of the position close to ATHs yet remain long at around 400bps of NAV. Will consider increasing if the sell off continues. As for $QURE it was arguably one of the most notable biotech comebacks of the year. We sold the position close to ATHs luckily before the FDA rug pull yet considering re-entry as we believe it gets reapproved (under a"  
[X Link](https://x.com/Logos_LP/status/1998123201407139965)  2025-12-08T20:11Z 11.5K followers, [----] engagements


"Everyone opining on whether AI is a bubble. What if the real bubble was labor What if jobs were a temporary side effect of civilizations with bad technology New Essay: The Bubble is Labor - Companies have never wanted employees - Labor exists because owners/founders can't do the work themselves - When that changes everything changes. https://t.co/W5qq3g9QKu New Essay: The Bubble is Labor - Companies have never wanted employees - Labor exists because owners/founders can't do the work themselves - When that changes everything changes. https://t.co/W5qq3g9QKu"  
[X Link](https://x.com/Logos_LP/status/1998799374101655926)  2025-12-10T16:58Z 11.4K followers, 41.3K engagements


"Most underhyped trend of [----] For 2025: Underhyped and exciting:Social media bans and nuclear fusion. Properly hyped and terrifying:The AI jobs-pocalypse goodbye to globalization and everything is gambling now. Overhyped and neither scary nor exciting:Superintelligence and smart glasses. I think Everything is gambling Superintelligence and Genetic medicine still Underhyped"  
[X Link](https://x.com/Logos_LP/status/2000234774938452127)  2025-12-14T16:01Z 11.4K followers, [----] engagements


"Looking at [----] a few themes and ideas we like: Energy $LODE $TPL Energy still under-owned and capital disciplined. $TPL pure pricing power + cash flow optionality while $LODE offers asymmetric upside tied to real-asset development and strategic minerals. Real assets / Commodities $CDZI $TFPM Real assets continue to look good as a hedge against financialization and policy (Run it Hot) volatility with upside skewed to scarcity and replacement cost. $CDZI and $TFPM offer leverage to improving commodity fundamentals with company-specific catalysts rather than pure spot-price beta. Industrials"  
[X Link](https://x.com/inflectionecon/status/2001342404561866773)  2025-12-17T17:23Z 11.6K followers, [----] engagements


"The bull case gets even stronger if any of these occur: -Growth slows but deficits dont (stagflation-lite) -Rate cuts happen without real balance-sheet repair -USD weakens structurally not just cyclically -Another confidence shock (geopolitical financial or political) -Energy transition spending stays politically protected https://twitter.com/i/web/status/2003544667535868150 https://twitter.com/i/web/status/2003544667535868150"  
[X Link](https://x.com/Logos_LP/status/2003544667535868150)  2025-12-23T19:14Z 11.5K followers, [---] engagements


"@PythiaR Risks to the bull case are basically: -A true fiscal reset (spending cuts + higher real rates held for years) -Sustained USD strength + rising real yields -Hard global recession that crushes industrial demand"  
[X Link](https://x.com/Logos_LP/status/2003559626680467787)  2025-12-23T20:13Z 11.5K followers, [---] engagements


"@PythiaR Watch them just keep spending and simply raise the inflation targets"  
[X Link](https://x.com/Logos_LP/status/2003904798824059281)  2025-12-24T19:05Z 11.5K followers, [---] engagements


"You could actually argue that there is no longer any such thing as fiscal policy. Politicians have basically decided that public borrowing and public debt are politically irrelevant. Neither party believes that the effect of any given policy on the budget deficit is even worth mentioning. Its not even considered anymore. Fun"  
[X Link](https://x.com/Logos_LP/status/2004983811805765771)  2025-12-27T18:32Z 11.5K followers, 14.8K engagements


"One of the most asymmetric trades in AI may be underground. We explore the opportunity in our latest post. $MP $NEO.TO $LYSDY https://open.substack.com/pub/theinflectioneconomy/p/the-silicon-decoy-why-the-real-air=117p0h&utm_medium=ios https://open.substack.com/pub/theinflectioneconomy/p/the-silicon-decoy-why-the-real-air=117p0h&utm_medium=ios"  
[X Link](https://x.com/inflectionecon/status/2010709380929339447)  2026-01-12T13:44Z 11.7K followers, [----] engagements


"I dont think people are ready for how fast this is going to get wild as it scales. This is the holy grail of robot learning: instant skill acquisition validated by an internal world model. You 'hallucinate' the outcome to ensure safety then execute in reality. Quite the step forward for general-purpose autonomy NEOs Starting to Learn on Its Own https://t.co/dOlzeWtWnc NEOs Starting to Learn on Its Own https://t.co/dOlzeWtWnc"  
[X Link](https://x.com/inflectionecon/status/2010835619367309427)  2026-01-12T22:05Z 11.5K followers, [----] engagements


"Sometimes we'll go back to what old research reports were worried about back in the day so we can have a laugh $LLY"  
[X Link](https://x.com/inflectionecon/status/2011084428152639867)  2026-01-13T14:34Z 11.5K followers, [----] engagements


"@buccocapital And then post midterms I will make them panic rebuy the banks fintech rails and all of the Mag [--]. Then I will do it again"  
[X Link](https://x.com/inflectionecon/status/2011123686569287959)  2026-01-13T17:10Z 11.6K followers, [----] engagements


"SaaS liquidation crescendo $TOI.TO http://CSU.TO http://CSU.TO"  
[X Link](https://x.com/inflectionecon/status/2011533726690525521)  2026-01-14T20:19Z 11.5K followers, [----] engagements


"Expect this administration to keep pushing the rare earth theme in a big way. $USAR $MP $LYSDY $NEO.TO"  
[X Link](https://x.com/inflectionecon/status/2014365849327427952)  2026-01-22T15:53Z 11.7K followers, [----] engagements


"$GOOG already hiring for post AGI. Probably nothing AGI is now on the horizon and it will deeply transform many things including the economy. I'm currently looking to hire a Senior Economist reporting directly to me to lead a small team investigating post-AGI economics. Job spec and application here: https://t.co/VAfwrMc8Tp AGI is now on the horizon and it will deeply transform many things including the economy. I'm currently looking to hire a Senior Economist reporting directly to me to lead a small team investigating post-AGI economics. Job spec and application here: https://t.co/VAfwrMc8Tp"  
[X Link](https://x.com/inflectionecon/status/2014374573853081975)  2026-01-22T16:28Z 11.7K followers, [----] engagements


"Balchem Corporation: A Consistent Small-Cap With Strong #Growth Potential $BPCP #SeekingAlpha http://t.co/xbHxVP0lso via @salphatrending http://seekingalpha.com/article/3189506-balchem-corporation-a-consistent-small-cap-with-strong-growth-potential http://seekingalpha.com/article/3189506-balchem-corporation-a-consistent-small-cap-with-strong-growth-potential"  
[X Link](https://x.com/inflectionecon/status/600324887039848448)  2015-05-18T15:39Z 11.7K followers, [--] engagements


"The American tailwind. Total Returns Last [--] Years. S&P 500: +162% MSCI World ex-US: +15% MSCI Emerging Markets: +12% https://t.co/d0GEHzNGxs Total Returns Last [--] Years. S&P 500: +162% MSCI World ex-US: +15% MSCI Emerging Markets: +12% https://t.co/d0GEHzNGxs"  
[X Link](https://x.com/Logos_LP/status/1124443050527285248)  2019-05-03T22:38Z 10.9K followers, [--] engagements


"Tailwind for $AR into [----] Tight natural gas supply could cause spike in AECO prices: Peyto CEO https://t.co/zRJXgqiFzk @AndrewBellBNN https://t.co/nk7LI788rO Tight natural gas supply could cause spike in AECO prices: Peyto CEO https://t.co/zRJXgqiFzk @AndrewBellBNN https://t.co/nk7LI788rO"  
[X Link](https://x.com/Logos_LP/status/1204474745200238593)  2019-12-10T18:55Z 11K followers, [--] engagements


"1/ Our key themes for 2020: Emerging Markets growth melt up in 1H. Names like $bidu $pags and others that have sold off heavily since [--] are ripe as quants trigger load in Jan. EM resurgence will be a positive catalyst for travel sites despite $goog threat: $trip $bkng"  
[X Link](https://x.com/Logos_LP/status/1209845043135229954)  2019-12-25T14:35Z 11K followers, [--] engagements


"@CrowdedTradeCap $hii Huntington ingalls"  
[X Link](https://x.com/Logos_LP/status/1233148273352990720)  2020-02-27T21:53Z 11.3K followers, [--] engagements


"$now growing like a growth stock during a deep recession 👇"  
[X Link](https://x.com/Logos_LP/status/1255608393080979457)  2020-04-29T21:22Z 11K followers, [--] engagements


"$AVLR competition is status quo and manual. Tons of greenspace here 👇"  
[X Link](https://x.com/Logos_LP/status/1260562615857790983)  2020-05-13T13:28Z 11K followers, [--] engagements


"What [--] companies do you think will do at least 10x over next [--] years Here are my faves: $AYX $PLAN $ESTC $ZS $STNE Notable mentions: $TTD $GAN $FFIV $INSP"  
[X Link](https://x.com/Logos_LP/status/1265639447640649741)  2020-05-27T13:42Z 11K followers, [---] engagements


"Pretty good year so far despite insanity. Ytd: +29.31% 1-year: +50% CAGR SI (March 2014): +19.5% Largest position: $AYX (since depths of March 20) Longest time period holding: $TYL Trimmed/sold: $DKNG $GAN $GIB $CHD Mistakes: selling $BZUN tripling down on $ZS at $36"  
[X Link](https://x.com/Logos_LP/status/1267826931220615174)  2020-06-02T14:34Z 10.9K followers, [--] engagements


"$KC focused on video game and financial services. Healthcare is the next focus. Gross billings growth has 115% cagr. Net retention 150%"  
[X Link](https://x.com/Logos_LP/status/1268589338931191808)  2020-06-04T17:04Z 11K followers, [--] engagements


"Interesting insider buying at $TDG 👇"  
[X Link](https://x.com/Logos_LP/status/1272341389234319360)  2020-06-15T01:33Z 10.9K followers, [--] engagements


"nCino IPO coming soon. Interesting prospectus reminds me of $vrsk which spun off from insurers 👇"  
[X Link](https://x.com/Logos_LP/status/1275229882843348997)  2020-06-23T00:51Z 10.9K followers, [--] engagements


"$ESTC could be a major dark horse next decade. Stock has gone nowhere since [----]. Surprised to see $PSTG so high too"  
[X Link](https://x.com/anyuser/status/1277323133729607682)  2020-06-28T19:29Z 11.8K followers, [--] engagements


"@PythiaR You like it better than $MTD"  
[X Link](https://x.com/Logos_LP/status/1286304487737569280)  2020-07-23T14:17Z 11.2K followers, [--] engagements


"Very interesting short term wedge on $ZI. Anything below $40 is looking like a good entry point"  
[X Link](https://x.com/Logos_LP/status/1289195167119941633)  2020-07-31T13:44Z 11K followers, [--] engagements


"$hii down -8% after earnings. Trades at 0.81x sales and announced another $2.9bn contract today for total backlog of $46 billion. Market cap is $6 bn with average ROIC last [--] years of north of 20%. Price for the backlog growth and ROIC isnt expensive"  
[X Link](https://x.com/Logos_LP/status/1291434836809469955)  2020-08-06T18:03Z 11K followers, [--] engagements


"$HII chart set up looking ripe for a pop. Also like $ZI as a nibble here"  
[X Link](https://x.com/Logos_LP/status/1293217862652502017)  2020-08-11T16:08Z 11K followers, [--] engagements


"@ValueStockGeek $MTD"  
[X Link](https://x.com/Logos_LP/status/1310220500178792448)  2020-09-27T14:11Z 11.2K followers, [--] engagements


"$U looking good technically. Nice for a starter position. $GDRX $KC also looking good for nibbling. $GDRX is underrated"  
[X Link](https://x.com/Logos_LP/status/1316751257239982080)  2020-10-15T14:42Z 11K followers, [--] engagements


"What are some of your favourite stocks you dont own A few we like: $dct $snow $ke"  
[X Link](https://x.com/Logos_LP/status/1319055778435764226)  2020-10-21T23:19Z 11.2K followers, [--] engagements


"Nice win and pop today. $HII https://seekingalpha.com/news/3630122-huntington-ingalls-secures-284_29m-contract-modification-from-u-s-navy https://seekingalpha.com/news/3630122-huntington-ingalls-secures-284_29m-contract-modification-from-u-s-navy"  
[X Link](https://x.com/Logos_LP/status/1323664084810813445)  2020-11-03T16:31Z 11K followers, [--] engagements


"Despite the pop in $RNLX today we think the market is underappreciating the potential opportunity here. Major incentive for $DVA to push $RNLX diagnostics. There is an estimated [--] million adults with chronic kidney disease. $DVA $13 bn $RNLX $590 mln. https://www.globenewswire.com/news-release/2021/01/05/2153237/0/en/Early-Risk-Identification-at-Core-of-Innovative-Kidney-Care-Partnership-Between-Renalytix-DaVita.html https://www.globenewswire.com/news-release/2021/01/05/2153237/0/en/Early-Risk-Identification-at-Core-of-Innovative-Kidney-Care-Partnership-Between-Renalytix-DaVita.html"  
[X Link](https://x.com/Logos_LP/status/1346524750986829826)  2021-01-05T18:31Z 11K followers, [--] engagements


"$VRM looks pretty appealing here"  
[X Link](https://x.com/Logos_LP/status/1353770968460746755)  2021-01-25T18:25Z 10.9K followers, [--] engagements


"We think $vrm is a compelling buy here. Recent acquisitions fortify their consumer data play in addition to taking a capex-light approach to their delivery model. Can certainly see this trade at +2x revenues in the near future. Chart looks good too"  
[X Link](https://x.com/Logos_LP/status/1354472378466775044)  2021-01-27T16:52Z 10.9K followers, [--] engagements


"Special and warm shoutout to all of the big Canadian banks esp. $RY for their top notch service. Oligopolies are great for customers"  
[X Link](https://x.com/Logos_LP/status/1354810136989057029)  2021-01-28T15:14Z 11K followers, [--] engagements


"Nice overview on $vrm: https://seekingalpha.com/article/4398688-vroom-compelling-buy-for-digitization-of-auto-sales https://seekingalpha.com/article/4398688-vroom-compelling-buy-for-digitization-of-auto-sales"  
[X Link](https://x.com/Logos_LP/status/1354947529583058950)  2021-01-29T00:20Z 11K followers, [--] engagements


"Nice guide on $vrm"  
[X Link](https://x.com/Logos_LP/status/1367224255511945226)  2021-03-03T21:23Z 11K followers, [--] engagements


"Additional adds: $TMO $MSFT $AVLR $SLQT $BDSX"  
[X Link](https://x.com/Logos_LP/status/1367574647928193032)  2021-03-04T20:36Z 11K followers, [--] engagements


"Have reiterated this before but our faves near the lows: $FIVN $U $AVLR $SE Other notables: $TMO $TOI.V $CHD"  
[X Link](https://x.com/Logos_LP/status/1367909323528081408)  2021-03-05T18:46Z 11K followers, [--] engagements


"@saharainvesting $isn looking interesting at these levels"  
[X Link](https://x.com/Logos_LP/status/1377667646301278208)  2021-04-01T17:02Z 11.3K followers, [--] engagements


"What are some of your favourite ultimate compounder stocks that are the closest thing to a never sell Some mentions: $shw $tyl $wdfc $ma $msft $tmo $hesay $chd $hd Possible newcomers: $se $etsy $csu $fivn Any others"  
[X Link](https://x.com/Logos_LP/status/1385051514352410625)  2021-04-22T02:03Z 11K followers, [--] engagements


"Rising buying volume into last [--] mins here in $ncno $coup $now"  
[X Link](https://x.com/Logos_LP/status/1391842536403214336)  2021-05-10T19:48Z 11K followers, [--] engagements


"$ncno: not bottom ticking but might see some short term relief as it heads into earnings June [--]. Lockup is over and fundamentals are better post-Covid. $snow and $ncno are highly correlated given that they sell to similar buyers"  
[X Link](https://x.com/Logos_LP/status/1394657794121519106)  2021-05-18T14:15Z 11K followers, [--] engagements


"What are some stocks you would include in a 'high-income vanity' or 'luxury' portfolio Would start with $rh $race $hesay $lvmuy $inmd. Anything else"  
[X Link](https://x.com/Logos_LP/status/1400469215774232576)  2021-06-03T15:07Z 11.3K followers, [--] engagements


"$dmyi available on $goog. https://ionq.com/news/june-17-2021-ionq-quantum-computers-now-available-on-google-cloud https://ionq.com/news/june-17-2021-ionq-quantum-computers-now-available-on-google-cloud"  
[X Link](https://x.com/Logos_LP/status/1405585695008301060)  2021-06-17T17:58Z 11K followers, [--] engagements


"@dre1012 Decent entry point for $gravy here tbh"  
[X Link](https://x.com/Logos_LP/status/1410408829372801031)  2021-07-01T01:24Z 11.3K followers, [--] engagements


"Think a portfolio of select e-commerce should do well over the next little while. Would be interesting to see how a portfolio of: $cpng $wish $etsy $se anchored with a bit of $amzn does over the next [--] years"  
[X Link](https://x.com/Logos_LP/status/1419731217256230917)  2021-07-26T18:47Z 11.3K followers, [--] engagements


"$SNAP $TTD $PINS $FB and $QQQ since March 2020"  
[X Link](https://x.com/Logos_LP/status/1420491133004701698)  2021-07-28T21:07Z 11K followers, [--] engagements


"Had no idea $bti had a VC fund cc: @sinstockpapi"  
[X Link](https://x.com/Logos_LP/status/1428181215429988352)  2021-08-19T02:25Z 11K followers, [--] engagements


"Why is $E (Eni SpA) so cheap"  
[X Link](https://x.com/Logos_LP/status/1433084091348373505)  2021-09-01T15:07Z 11.2K followers, [--] engagements


"$gpn finally moving on acquisition. Some of our favourite big caps/mega caps at these levels: $amzn: multiple compressed over 1y $gpn: lots of buybacks insider buying guided up $bti: underrated growth pull a $dpz (h/t @sinstockpapi) $pega: not too exp. $fico: lowest val. since sept [--] $iac: ibid. Some of our favourite big caps/mega caps at these levels: $amzn: multiple compressed over 1y $gpn: lots of buybacks insider buying guided up $bti: underrated growth pull a $dpz (h/t @sinstockpapi) $pega: not too exp. $fico: lowest val. since sept [--] $iac: ibid"  
[X Link](https://x.com/Logos_LP/status/1435685812130226179)  2021-09-08T19:25Z 11K followers, [--] engagements


"@SweatyEquities Why are $svin and $atcx so cheap"  
[X Link](https://x.com/Logos_LP/status/1435944043918372864)  2021-09-09T12:31Z 11.3K followers, [--] engagements


"$otis might not be a bad play here"  
[X Link](https://x.com/Logos_LP/status/1439986754635829256)  2021-09-20T16:16Z 11K followers, [--] engagements


"A few key stocks were watching on the duration dip: $zbra $bsy $adsk $dhr $csu.to $clbt $otis"  
[X Link](https://x.com/Logos_LP/status/1445061730103611400)  2021-10-04T16:22Z 11K followers, [--] engagements


"Been diving deep into biotech landscape and see some nice IRRs on dips in CROs CMOs certain software and services. Compounder opps. Top picks would be: $CRL (Charles river) $MEDP (MedPace) $CERT (Certara) $DHR (Danaher) $WST (West). Second tier: $TMO $SDGR $ABCM"  
[X Link](https://x.com/anyuser/status/1453054690481090573)  2021-10-26T17:43Z 11.8K followers, [---] engagements


"Have tweeted at length about $ionq in the past but quick reminder that $goog owns 11% of the shares and $ionq poached Googles top quantum mind. Dont underestimate the Pareto principle when it comes to this space. Although we are not huge fans of SPACs one of the more interesting ones we have come across (possibly the most interesting) is $dmyi. At a high level we will talk about the new co. the tech and the business model and why we think it's attractive over the very long term. Although we are not huge fans of SPACs one of the more interesting ones we have come across (possibly the most"  
[X Link](https://x.com/Logos_LP/status/1453737824818135052)  2021-10-28T14:58Z 11K followers, [--] engagements


"Nice beat by $zbra. $ZBRA Zebra Technologies beats on eps beats on rev https://t.co/frGtFZ3MOi $ZBRA Zebra Technologies beats on eps beats on rev https://t.co/frGtFZ3MOi"  
[X Link](https://x.com/Logos_LP/status/1455511361077792776)  2021-11-02T12:25Z 11K followers, [--] engagements


"$crl seeing above average demand hiring picking up"  
[X Link](https://x.com/Logos_LP/status/1456290988092186629)  2021-11-04T16:03Z 11K followers, [--] engagements


"Kicking myself every time I look at $odfl. 7x in [--] years plus a 5x increase in its dividend. Easy pitch low risk and lower volatility than most growth stocks"  
[X Link](https://x.com/Logos_LP/status/1456477466533498881)  2021-11-05T04:24Z 10.9K followers, [--] engagements


"First patient enrolled in new DIPG trial of $cmrx + $kzia. These are the most promising agents in the global pipeline fighting brain glioma and GBM today"  
[X Link](https://x.com/Logos_LP/status/1458565159455281158)  2021-11-10T22:40Z 11K followers, [--] engagements


"$bsy + $nvda on 4D virtualizations for infrastructure"  
[X Link](https://x.com/Logos_LP/status/1458579570819538955)  2021-11-10T23:37Z 11.2K followers, [--] engagements


"Lets say you screen the following factor: [--]. S&P 500/NDX component [--]. Under $100b MC [--]. Share float 100m [--]. FCF/share EPS growth +15% cagr for foreseeable future [--]. Strong LT tailwinds [--]. Share b-back hist. You get stocks like $axon $dxcm $dpz $odfl $wst $deck etc"  
[X Link](https://x.com/anyuser/status/1460818084906815499)  2021-11-17T03:52Z 11.8K followers, [--] engagements


"Selling in $V today is a bit of an overreaction (doesn't seem like a bad place to nibble). The stock is now +8% below it's [---] day which is rare"  
[X Link](https://x.com/Logos_LP/status/1461017879818743818)  2021-11-17T17:06Z 11K followers, [--] engagements


"Think $fico is cheap here. Threat from $upst is overblown global reopenings should be positive for consumer spending. Share buybacks have started to pick up at a faster clip than usual and should accelerate at this price into 2022"  
[X Link](https://x.com/Logos_LP/status/1462072059408928778)  2021-11-20T14:55Z 11K followers, [--] engagements


"Why is $lmt so cheap"  
[X Link](https://x.com/anyuser/status/1462206776905019393)  2021-11-20T23:50Z 11.8K followers, [--] engagements


"@LeveragedLayman Love $cplf"  
[X Link](https://x.com/Logos_LP/status/1466814902513844224)  2021-12-03T17:01Z 11.3K followers, [--] engagements


"@Post_Market Biotech catalysts are at [--] year lows due to Covid etc. Theres an estimated $500b in cash reserves at pharma ready to be deployed; biotech valuations are @ ATL. Enter $crl (Charles river labs). S&P component 23% op margin M&A machine 80% market share est. 2x eps in 5y"  
[X Link](https://x.com/Logos_LP/status/1467157787214073860)  2021-12-04T15:44Z 11.2K followers, [--] engagements


"Morningstar making a [--] decade call on $WST and its massive (and growing) moat:"  
[X Link](https://x.com/Logos_LP/status/1468279478648512515)  2021-12-07T18:01Z 11K followers, [--] engagements


"@PythiaR Mmmmm $zts and $idxx"  
[X Link](https://x.com/Logos_LP/status/1474069197630185480)  2021-12-23T17:27Z 11.3K followers, [--] engagements


"Pullbacks in $rgen $wst $clpt $tmo are buyable. Large moats + line of sight on cash flow and focus on post-Covid healthcare creates a perfect cocktail"  
[X Link](https://x.com/Logos_LP/status/1480614417687580683)  2022-01-10T18:56Z 11K followers, [--] engagements


"$RGEN on growth within gene therapy"  
[X Link](https://x.com/Logos_LP/status/1481347752579764224)  2022-01-12T19:30Z 11K followers, [--] engagements

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