# ![@niurn_writes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1172670717638262784.png) @niurn_writes Niurn

Niurn posts on X about ai, $iwg, stocks, $rhm the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1172670717638262784/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172670717638262784/c:line/m:interactions.svg)

- [--] Week [----------] +190%
- [--] Month [----------] +86,598%
- [--] Months [----------] +78,689%
- [--] Year [----------] +58,342%

### Mentions: [--] [#](/creator/twitter::1172670717638262784/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172670717638262784/c:line/m:posts_active.svg)

- [--] Week [--] +171%
- [--] Month [---] +197%
- [--] Months [---] +293%
- [--] Year [---] +150%

### Followers: [------] [#](/creator/twitter::1172670717638262784/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172670717638262784/c:line/m:followers.svg)

- [--] Week [---] +3.50%
- [--] Month [---] +3.50%
- [--] Months [---] +29%
- [--] Year [---] +82%

### CreatorRank: [---------] [#](/creator/twitter::1172670717638262784/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172670717638262784/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)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [gaming](/list/gaming)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[ai](/topic/ai), [$iwg](/topic/$iwg), [stocks](/topic/stocks), [$rhm](/topic/$rhm), [palantir](/topic/palantir), [money](/topic/money), [accounting](/topic/accounting), [china](/topic/china), [$pltr](/topic/$pltr), [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@sebmckinnon](/creator/undefined) [@lemondefr](/creator/undefined) [@catnyanpital](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@buccocapital](/creator/undefined) [@valerydenoumea](/creator/undefined) [@dalibali2](/creator/undefined) [@investwithwes1](/creator/undefined) [@tacticzh](/creator/undefined) [@pepemoonboy](/creator/undefined) [@revcap](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@theturtlebox](/creator/undefined) [@compound248](/creator/undefined) [@ironmanactual](/creator/undefined) [@alc2022](/creator/undefined) [@qcapital2020](/creator/undefined) [@ccmbrett](/creator/undefined) [@welfarecapllc](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Evotec SE (EVO)](/topic/$evo) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Moody's Corporation (MCO)](/topic/$mco) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [GitLab Inc. (GTLB)](/topic/$gtlb) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Unity Software Inc. (U)](/topic/$u) [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Ontology (ONT)](/topic/ontology) [IonQ, Inc. (IONQ)](/topic/$ionq) [Chagee Holdings Ltd. (CHA)](/topic/$cha) [Novo-Nordisk (NVO)](/topic/$nvo) [UnitedHealth Group (UNH)](/topic/$unh) [Metadium (META)](/topic/$meta) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Goldman Sachs (GS)](/topic/goldman-sachs) [Starbucks Corporation (SBUX)](/topic/$sbux) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Avalanche (AVAX)](/topic/avalanche) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [VU (VU)](/topic/$vu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"WTF is going on in Australia The RBA shakeup is a blatantly political subversion of its core mission and now the AFR is having a coverage full of hit pieces That's tabloid stuff"  
[X Link](https://x.com/niurn_writes/status/1648897141522452481)  2023-04-20T03:51Z [---] followers, [--] engagements


"@didde3g You can also find the illustrations on the @foliosociety edition in english and gorgeous bindings"  
[X Link](https://x.com/niurn_writes/status/1698906751515648073)  2023-09-05T03:51Z [--] followers, [----] engagements


"@EnronChairman Alright people be real. Name and OF link"  
[X Link](https://x.com/niurn_writes/status/1727407214397374504)  2023-11-22T19:22Z [--] followers, [--] engagements


"@StockMarketNerd Tencent Music"  
[X Link](https://x.com/niurn_writes/status/1737306554028986616)  2023-12-20T02:58Z [--] followers, [--] engagements


"@RampCapitalLLC Tried to play Call of Duty mobile ( with a controller). The thing suckered 40$ in gacha and various RNG before i realized what it was doing. The interface is confusing you get ads seasons passes shoved in your face and so much. The game is good but it is just tiring"  
[X Link](https://x.com/niurn_writes/status/1743095928960254420)  2024-01-05T02:23Z [--] followers, [--] engagements


"@Investingcom $ASML Sell the shovels baby"  
[X Link](https://x.com/niurn_writes/status/1748849949855695033)  2024-01-20T23:28Z [--] followers, [--] engagements


"@themarketear Saw in the FT re: $ASML trading at a very reasonable x25 FY25 earnings"  
[X Link](https://x.com/niurn_writes/status/1754323922500325480)  2024-02-05T01:59Z [---] followers, [--] engagements


"As usual my chinese positions provide more excitement I would like"  
[X Link](https://x.com/niurn_writes/status/1754354207354933700)  2024-02-05T04:00Z [---] followers, [--] engagements


"Long some long-dated $BABA and Tencent calls"  
[X Link](https://x.com/niurn_writes/status/1754354378222510222)  2024-02-05T04:00Z [---] followers, [---] engagements


"@orrdavid @VagabondRTW COSCO Shipping is trading sub cash. Hold your nose and buy"  
[X Link](https://x.com/niurn_writes/status/1757892983868072163)  2024-02-14T22:22Z [---] followers, [--] engagements


"@javierdavalos Could be On my side I would buy a device that can provide an IMAX experience at home on my schedule"  
[X Link](https://x.com/niurn_writes/status/1757904307926831610)  2024-02-14T23:07Z [---] followers, [--] engagements


"@garyblack00 Auto stocks are like airlines stocks : proven pitfall of skilled investors. Never touch them"  
[X Link](https://x.com/niurn_writes/status/1761328577633562759)  2024-02-24T09:53Z [---] followers, [--] engagements


"@buccocapital Would love to talk to an AI instead of the awful IT indian support of my company"  
[X Link](https://x.com/niurn_writes/status/1762637962645569701)  2024-02-28T00:36Z [---] followers, [----] engagements


"@buccocapital Even just for opening a ticket ( hate you $NOW )"  
[X Link](https://x.com/niurn_writes/status/1762638243701592457)  2024-02-28T00:38Z [---] followers, [--] engagements


"@stekkerauto @MarceloPLima Nice Volkswagen"  
[X Link](https://x.com/niurn_writes/status/1763280609592684864)  2024-02-29T19:10Z [---] followers, [--] engagements


"Morons being $goog most is actually very bullish Hard to overestimate stupidity. @compound248 The vast majority of Google's money comes from people opening up search results and clicking on paid ads because they confuse them with organic search results. Gen AI can provide you answers to the questions for which you search in Google without clicking on any links. @compound248 The vast majority of Google's money comes from people opening up search results and clicking on paid ads because they confuse them with organic search results. Gen AI can provide you answers to the questions for which you"  
[X Link](https://x.com/niurn_writes/status/1767697247335264265)  2024-03-12T23:40Z [---] followers, [--] engagements


"@stevehouf Laughing in $ASML"  
[X Link](https://x.com/niurn_writes/status/1768009394397347926)  2024-03-13T20:21Z [---] followers, [--] engagements


"@viggy_krishnan European used cars market is very fragmented and under-digitalized. Auto1 $AG1 largest digital pure player in Europe by far is only 1% of the market. Way better balance sheet than Carvana + B2B wholesale business"  
[X Link](https://x.com/niurn_writes/status/1778271817213624544)  2024-04-11T04:00Z [---] followers, [--] engagements


"Even when they put out hardware we barely understand what the product does. Is it a command center a relay for communication a local instance of AI It's a mystifying company and in my opinion uninvestable due to opacity. $PLTR The first AI-defined vehicle designed for tomorrows soldiers. Built by the new defense ecosystem. Led by Palantir. See the groundbreaking attributes of TITAN with a notional demo of our software solution. https://t.co/1FvfdxVwkw The first AI-defined vehicle designed for tomorrows soldiers. Built by the new defense ecosystem. Led by Palantir. See the groundbreaking"  
[X Link](https://x.com/niurn_writes/status/1781124442120499323)  2024-04-19T00:55Z [---] followers, [--] engagements


"Excellent news for $AG1 Auto1 Group L'enseigne de rparateurs multimarques de Stellantis annonce un partenariat avec Auto1 pour dvelopper ses ventes de voitures d'occasion. Les garages Eurorepar Car Service pourront notamment bnficier d'une quipe https://t.co/y0znwEaH4S #MRA #Rseaux #EuroreparCarService L'enseigne de rparateurs multimarques de Stellantis annonce un partenariat avec Auto1 pour dvelopper ses ventes de voitures d'occasion. Les garages Eurorepar Car Service pourront notamment bnficier d'une quipe https://t.co/y0znwEaH4S #MRA #Rseaux #EuroreparCarService"  
[X Link](https://x.com/niurn_writes/status/1783977770785395001)  2024-04-26T21:53Z [---] followers, [---] engagements


"@IowaChill Ok i dont understand this"  
[X Link](https://x.com/niurn_writes/status/1785090673856942523)  2024-04-29T23:35Z [---] followers, [---] engagements


"@AndrewBylerPA @JohnSmi17828195 @michaelrwolfe If we run the numbers almost all Valedictorian should have a spot in a Ivy League"  
[X Link](https://x.com/niurn_writes/status/1788050404171026652)  2024-05-08T03:36Z [---] followers, [---] engagements


"@DylanMcD8 @DonUntilImGone That's not clever at all. That's first degree thinking a child understand. You're missing the symbolism the tone the metaphor the contextualisation. Stop watching dumb Tiktok videos it's not because a video is viral it is any good *for communication*"  
[X Link](https://x.com/niurn_writes/status/1788340426979807579)  2024-05-08T22:49Z [---] followers, [--] engagements


"$GOOG really needs a new CEO. If one day Google has a bad quarter you will see the stock drops live during his interview just as it did with $SBUX this week. Sundar Pichai on whether search is getting worse. "Any time there's a transition you get an explosion of new content and AI is going to do that. so for us we view this as a challenge.Doing that well is what will define a high quality product." https://t.co/CJjfFTCFXY https://t.co/HQPnqkkbpF Sundar Pichai on whether search is getting worse. "Any time there's a transition you get an explosion of new content and AI is going to do that. so"  
[X Link](https://x.com/niurn_writes/status/1788405233909104718)  2024-05-09T03:06Z [---] followers, [--] engagements


"Before the interview with Cramer the $SBUX earning call was already a garbage fire of meaningless jargon"  
[X Link](https://x.com/niurn_writes/status/1788443243438551485)  2024-05-09T05:37Z [---] followers, [---] engagements


"@FBazard @_yknk_ Le gouv local a tous les pouvoirs la France a transfr toutes les comptences . On a un gouv un congrs un snat actuellement tous avec majorit indpendantiste Vous tes simpliste"  
[X Link](https://x.com/niurn_writes/status/1791995943711301907)  2024-05-19T00:55Z [---] followers, [--] engagements


"Reportage honteux de lheure du Monde @lemondefr qui donne la parole Chauchat sans mentionner son engagement indpendantiste et qui dresse un tableau immonde noirs contre blancs alors que la population caldonienne est bien plus diverse que cela"  
[X Link](https://x.com/niurn_writes/status/1793890654122373359)  2024-05-24T06:23Z [---] followers, [--] engagements


"@FOuassak Qui faisait l'apologie du peuple premier avec des droits indpassables et le rejet des populations mtis europennes vietnamiennes polynsiennes wallisiennes indonsiennes quand on parlait de la Nouvelle-Caldonie Qui sont les racistes"  
[X Link](https://x.com/niurn_writes/status/1799967074112209069)  2024-06-10T00:49Z [---] followers, [--] engagements


"Cest une erreur pour le PS. Il pouvait se positionner en parti de gouvernement mais lalliance avec LFI est un repoussoir absolu : pro Hamas pro islamiste anti lacit. En plus dtre un parti anticapitaliste hein"  
[X Link](https://x.com/niurn_writes/status/1800286190228381953)  2024-06-10T21:57Z [---] followers, [--] engagements


"@F_Desouche Vite la ventoline il a a pas l'air d'aller bien"  
[X Link](https://x.com/niurn_writes/status/1800309262314619060)  2024-06-10T23:29Z [---] followers, [--] engagements


"@conorsen Last generation to grow without smartphone and SNS so I'm expecting a bigger nostalgia wave"  
[X Link](https://x.com/niurn_writes/status/1803216057802555747)  2024-06-18T23:59Z [---] followers, [--] engagements


"LOL quand le gouv dit que les services reprennent ils veulent dire 1h par jour en centre-ville pour une boite aux lettres"  
[X Link](https://x.com/niurn_writes/status/1803218188534161887)  2024-06-19T00:08Z [---] followers, [--] engagements


"@madeleinewintr All the stuff around the Roman elections is wild. Gang violence murder bribes. Being a politician was akin to be a mob boss"  
[X Link](https://x.com/niurn_writes/status/1803242481867432094)  2024-06-19T01:44Z [---] followers, [----] engagements


"@Iron_Man_Actual UNLEASH THE KPOP DRUMS OF WAR INFLICT BOTOX ON THEIR FACES THE PRETTY FLOWER BOYZS HAVE THORNS"  
[X Link](https://x.com/niurn_writes/status/1803995275331277290)  2024-06-21T03:36Z [---] followers, [--] engagements


"@Iron_Man_Actual Who can midjourney a Kpop band in a warhammer universe please"  
[X Link](https://x.com/niurn_writes/status/1803995589706944743)  2024-06-21T03:37Z [---] followers, [--] engagements


"@ECabanis @ArianeChemin @lemondefr Apologie du terrorisme CGT pour des tracts pro Hamas https://www.lemonde.fr/societe/article/2024/04/19/un-responsable-cgt-condamne-a-un-an-de-prison-avec-sursis-pour-apologie-du-terrorisme-apres-l-attaque-du-hamas-contre-israel_6228605_3224.html https://www.lemonde.fr/societe/article/2024/04/19/un-responsable-cgt-condamne-a-un-an-de-prison-avec-sursis-pour-apologie-du-terrorisme-apres-l-attaque-du-hamas-contre-israel_6228605_3224.html"  
[X Link](https://x.com/niurn_writes/status/1804957602109075943)  2024-06-23T19:20Z [---] followers, [--] engagements


"Un mot absent de cette campagne clair alors que l'on ne cesse de parler d'Islam et de antismitisme : lacit. La gauche a abandonn cet hritage et s'est rfugie dans le communautarisme. Quelle dchance"  
[X Link](https://x.com/niurn_writes/status/1805372307902500924)  2024-06-24T22:47Z [---] followers, [--] engagements


"4/ Toute politique de redistribution vhicule une idologie. Et forcment est clivante. Les programmes tatistes LFI et RN sont les deux faces d'une mme pice"  
[X Link](https://x.com/niurn_writes/status/1807568095588069639)  2024-07-01T00:13Z [---] followers, [--] engagements


"5/ L'Etat ne doit intervenir que dans ce qui fait un consensus large. Pour la France et ses spcificits : Rgalien Education Culture. J'espre aussi Lacit mais c'est un mot que l'on entend plus dans les discours mon grand regret"  
[X Link](https://x.com/niurn_writes/status/1807569247683621094)  2024-07-01T00:17Z [---] followers, [--] engagements


"@ValerydeNoumea a semble bien risqu pour juste doubler en [--] ans/10 ans"  
[X Link](https://x.com/niurn_writes/status/1808699014864646282)  2024-07-04T03:07Z [---] followers, [--] engagements


"@ValerydeNoumea Je prsume quil faut acheter cash vu les conditions de crdit et donc pas deffet levier. Si cash je prfre $spy"  
[X Link](https://x.com/niurn_writes/status/1808699850592227508)  2024-07-04T03:10Z [---] followers, [--] engagements


"@masquedelapeste @mAtHisVanPersie Les seuls qui progressent dans le NFP sont les socialistes mais on nous a expliqu en long en large et en travers pendant cette campagne quen fait ce sont des soc dm de droite et pas vraiment de gauche. Donc nan"  
[X Link](https://x.com/niurn_writes/status/1810050104289894581)  2024-07-07T20:35Z [---] followers, [--] engagements


"@rbrtrmstrng The creepy whisper at the end was just the cherry on a very unalive cake"  
[X Link](https://x.com/niurn_writes/status/1811558479536210197)  2024-07-12T00:29Z [---] followers, [--] engagements


"@ValerydeNoumea @noumeaview Non on est pas pass loin. Souvenons nous du communiqu du mardi [--] mai o l'on parlait de la chute de Nouma dans la soire"  
[X Link](https://x.com/niurn_writes/status/1815182150330896585)  2024-07-22T00:28Z [---] followers, [--] engagements


"Pas de majorit pas de coalition pas mme des tentatives d'ouverture vers le centre [--] jours pour sortir un nom et c'est une narque lambda sans exprience politique pas de programme avec des allis pour le voter . bin pas de chocolat"  
[X Link](https://x.com/niurn_writes/status/1815955721256894865)  2024-07-24T03:42Z [---] followers, [--] engagements


"@sunderedseas Go for the one illustrated by the Queen of Denmark ( The Folio Society ) or a custom handbound set by @lyrasbooks https://x.com/lyrasbooks/status/1018563611378274304 Almost finished - a first edition set of The Lord Of The Rings 1954/55 (impressions 2/2/1). Fully bound in hand dyed calfskin with leather slipcase #Tolkien #thelordoftherings #lotr #lordoftherings #books #firstedition https://t.co/Nh6uKWu6z9 https://x.com/lyrasbooks/status/1018563611378274304 Almost finished - a first edition set of The Lord Of The Rings 1954/55 (impressions 2/2/1). Fully bound in hand dyed"  
[X Link](https://x.com/niurn_writes/status/1816609978175881554)  2024-07-25T23:02Z [---] followers, [--] engagements


"@LaVoixduCaillou Je ne me fais pas caillasser si je vais au Vanuatu"  
[X Link](https://x.com/niurn_writes/status/1818835696473493782)  2024-08-01T02:26Z [---] followers, [--] engagements


"Opening a small position in $TPG The Platform Group. It's a roll up of niche buy/sell websites and so far it seems to be working well. The endgame is a bit nebulous but a lot can be forgiven with good numbers"  
[X Link](https://x.com/niurn_writes/status/1834002555653046710)  2024-09-11T22:54Z [---] followers, [---] engagements


"@StoogeyMuffin @tj_mackey432 Any chance you can share that"  
[X Link](https://x.com/niurn_writes/status/1836238346785559002)  2024-09-18T02:58Z [---] followers, [--] engagements


"@Sturgeons_Law Yes "dark skin" = vaguely italian/spanish. At the darkest maybe olive skin if described as a gypsy"  
[X Link](https://x.com/niurn_writes/status/1839437362000245089)  2024-09-26T22:50Z [---] followers, [---] engagements


"@alc2022 I'm balls-to-the-wall long but I would not say it's a 100x. It could be tenbagger still great. Nestl trades at P/S of [---] with a 17% EBITDA margin whereas we should not expect better than 8-10% from $HFG in the next few years"  
[X Link](https://x.com/niurn_writes/status/1849938271629082639)  2024-10-25T22:17Z [---] followers, [----] engagements


"@alc2022 Yeah and Nestl could stop marketing spend for a decade and people would still buy Nescaf & Kitkat. Huge pricing power"  
[X Link](https://x.com/niurn_writes/status/1849939731297206397)  2024-10-25T22:22Z [---] followers, [---] engagements


"@joecarlsonshow No one knows what Palantir sell so _()_/"  
[X Link](https://x.com/niurn_writes/status/1851126106520502593)  2024-10-29T04:57Z [---] followers, [---] engagements


"Options because $IBKR did not have shares available for shorting as usual for $CBA. Alas old demon strikes again i bought $CBA puts Dec [--]. Alas old demon strikes again i bought $CBA puts Dec 25"  
[X Link](https://x.com/niurn_writes/status/1854685376373481920)  2024-11-08T00:40Z [---] followers, [---] engagements


"@agroasx The thing is at 3x book value way higher than high quality US bank like $JPM at 2x BV. It's also a bank with no earning growth in the last [--] years"  
[X Link](https://x.com/niurn_writes/status/1854714793476935740)  2024-11-08T02:37Z [---] followers, [--] engagements


"$PLTR "Ontology Hydration" "Kinetic Layer" and an avalanche of bullshit when you look at the FMCG page . yeah sure i'm going to ditch SAP for your vaporware crap in one of the most mature sector ever. Palantir $PLTR is now trading at 56x Price-to-SALES and 330x Price-to-Earnings. Do valuation metrics even matter anymore https://t.co/A1x3aCu6D4 Palantir $PLTR is now trading at 56x Price-to-SALES and 330x Price-to-Earnings. Do valuation metrics even matter anymore https://t.co/A1x3aCu6D4"  
[X Link](https://x.com/niurn_writes/status/1856134062110585143)  2024-11-12T00:37Z [---] followers, [---] engagements


"BTW i hate SAP but one day they will propose an AI system integrated with their products and Palantir is going to get Zoom-ed. $PLTR "Ontology Hydration" "Kinetic Layer" and an avalanche of bullshit when you look at the FMCG page . yeah sure i'm going to ditch SAP for your vaporware crap in one of the most mature sector ever. $PLTR "Ontology Hydration" "Kinetic Layer" and an avalanche of bullshit when you look at the FMCG page . yeah sure i'm going to ditch SAP for your vaporware crap in one of the most mature sector ever"  
[X Link](https://x.com/niurn_writes/status/1856135608290447755)  2024-11-12T00:43Z [---] followers, [--] engagements


"@qcapital2020 All this "Ontology Hydratation" for a "Kinetic layer" leading to a fancy dashboard. Bullshit radar is off the chart. Gonna be Zoom-ed by SAP for commercial application. However has value for military application maybe but no idea how to value that"  
[X Link](https://x.com/niurn_writes/status/1856460943842263543)  2024-11-12T22:15Z [---] followers, [---] engagements


"@CCM_Brett Palantir has $2.5B in revenue and market cap of $130B so line with market"  
[X Link](https://x.com/niurn_writes/status/1856829270116765882)  2024-11-13T22:39Z [---] followers, [---] engagements


"@CCM_Brett Bargain right"  
[X Link](https://x.com/niurn_writes/status/1856829359233143148)  2024-11-13T22:39Z [---] followers, [--] engagements


"@Andercot The fuck are you doing shilling blockchain in 2024"  
[X Link](https://x.com/niurn_writes/status/1857196605138710620)  2024-11-14T22:59Z [---] followers, [--] engagements


"@lefttailguy @dalibali2 @Vinny_Daniel0 "Ontology Hydration" is a real term you can find on their website to describe plugging an API to you database"  
[X Link](https://x.com/niurn_writes/status/1857208264926310805)  2024-11-14T23:45Z [---] followers, [--] engagements


"@okieinvestor @PrefShares I often look at the Palantir website to wonder at the marvelous creativity they have to bullshit their products. No one knows what "Hydrate your Ontology" to "wield your kinetic layer" means"  
[X Link](https://x.com/niurn_writes/status/1857259237442977815)  2024-11-15T03:08Z [---] followers, [--] engagements


"@Rangoon871 @sydney_trader Goods news is the puts are quite cheap"  
[X Link](https://x.com/niurn_writes/status/1857263270224355490)  2024-11-15T03:24Z [---] followers, [--] engagements


"@blackswan2023 @paragkapdi Curious to see how longer high mortgage rates will affect the housing market :D"  
[X Link](https://x.com/niurn_writes/status/1857264709348757964)  2024-11-15T03:29Z [---] followers, [--] engagements


"@joshmaycpa @dlk572 Not sure how cash was affected - intentionally made erroneous accounting accrual entries"  
[X Link](https://x.com/niurn_writes/status/1861906739156897901)  2024-11-27T22:55Z [---] followers, [---] engagements


"@WelfareCapLLC Shut up Brain. I hate when you're right"  
[X Link](https://x.com/niurn_writes/status/1861925719611424849)  2024-11-28T00:10Z [---] followers, [---] engagements


"@WelfareCapLLC Also $GAW "  
[X Link](https://x.com/niurn_writes/status/1861925901254222280)  2024-11-28T00:11Z [---] followers, [--] engagements


"@Duderichy Accounting is easy but boring. Telling a story with a P&L is hard. Same difference than basic music theory vs crafting a tune"  
[X Link](https://x.com/niurn_writes/status/1863688782677151795)  2024-12-02T20:56Z [---] followers, [--] engagements


"Who are the morons believing in any shape or form that a ride-sharing drone-helicopters startup is a 6B market cap co with currently zero sales $JOBY"  
[X Link](https://x.com/niurn_writes/status/1863796809002533351)  2024-12-03T04:06Z [---] followers, [---] engagements


"I'm sandbagging the RTE growth and % margin ( +35% YOY in FY24 margin was 7% in [----] ) so it could reasonably go higher to $25. Assuming meal kits decline is 5% YoY"  
[X Link](https://x.com/niurn_writes/status/1864076257983631488)  2024-12-03T22:36Z [---] followers, [---] engagements


"I would like the "others" vertical to correct the horrible current negative 25% EBITDA Margin. At more than 100M of revenue it starts to be a drag"  
[X Link](https://x.com/niurn_writes/status/1864077180348891395)  2024-12-03T22:40Z [---] followers, [---] engagements


"I built a large $IWG position because i do like the biz internals and [----] catalysts as highlighted by @secretlyaninja (thx). However i'm a bit skittish i'm not utterly convinced by the quality of the management. The debt accounting issue should have been addressed years ago"  
[X Link](https://x.com/niurn_writes/status/1864078813883408599)  2024-12-03T22:46Z [---] followers, [----] engagements


"Go out of $ASML to free some cash currently valuation with guided CAGR of about 10% until [----] is good but not a bargain"  
[X Link](https://x.com/niurn_writes/status/1864079274363564190)  2024-12-03T22:48Z [---] followers, [---] engagements


"Got out of $MC / $LVMH french politics is currently a mess. LFI getting more power could be a serious risk to the biz"  
[X Link](https://x.com/niurn_writes/status/1864079617428255118)  2024-12-03T22:49Z [---] followers, [---] engagements


"I listened for [-----] minutes in [----]. What about you #SpotifyWrapped https://open.spotify.com/wrapped/share/share-884702e5edab45fdb82080bbe992d711si=U2Fytl4eTTu5iLulKeC2-A&destination=datastories&lang=en https://open.spotify.com/wrapped/share/share-884702e5edab45fdb82080bbe992d711si=U2Fytl4eTTu5iLulKeC2-A&destination=datastories&lang=en"  
[X Link](https://x.com/niurn_writes/status/1864453572932587617)  2024-12-04T23:35Z [---] followers, [--] engagements


"@MikeFritzell Thats the current thesis with $IWG ( the we work that makes money ) - US listing with switch to US GAAP would show way [--] times less debt"  
[X Link](https://x.com/niurn_writes/status/1864532450384458038)  2024-12-05T04:49Z [---] followers, [---] engagements


"@bod11111 @secretlyaninja IFRS16 accounts full length of leases as debts. 80% of $iwg debt on the BS is actually this whereas in fact most of the leases are flexible or segregated into special vehicles"  
[X Link](https://x.com/niurn_writes/status/1864643096610525671)  2024-12-05T12:08Z [---] followers, [---] engagements


"Ah correction got filled at 11.9"  
[X Link](https://x.com/niurn_writes/status/1865127445348913519)  2024-12-06T20:13Z [---] followers, [---] engagements


"@Ryanhakurei @blacknredtext @forskinquotes Or you buy when interest rates are sub [--] %. It was still the case in 2022"  
[X Link](https://x.com/niurn_writes/status/1865155217341452347)  2024-12-06T22:03Z [---] followers, [---] engagements


"13 minutes demo land im not seeing something compelling. It looks like something that wants to clone SAP and then feed it to an open source LLM. $PLTR PALANTIR REAL WORLD DEMO OF BUILDING AN ONTOLOGY & UTILIZING IT VIA AIP If youve never seen what the ontology looks like in action for Palantir this is an incredible example to take a look at: https://t.co/XIJx89pd6q $PLTR PALANTIR REAL WORLD DEMO OF BUILDING AN ONTOLOGY & UTILIZING IT VIA AIP If youve never seen what the ontology looks like in action for Palantir this is an incredible example to take a look at: https://t.co/XIJx89pd6q"  
[X Link](https://x.com/niurn_writes/status/1865169629976654041)  2024-12-06T23:01Z [---] followers, [--] engagements


"@lundeen_ne 69% drawdown tells me it took two years because there is no one at compliance"  
[X Link](https://x.com/niurn_writes/status/1866652454609359339)  2024-12-11T01:13Z [---] followers, [----] engagements


"@Larryjamieson_ The current buzzing here about $VAL does remind me of that"  
[X Link](https://x.com/niurn_writes/status/1866983185625829573)  2024-12-11T23:07Z [---] followers, [---] engagements


"Nice to see this for reputation $IWG"  
[X Link](https://x.com/niurn_writes/status/1867411051584926099)  2024-12-13T03:27Z [---] followers, [---] engagements


"Damn you Jerome Powell $SPY"  
[X Link](https://x.com/niurn_writes/status/1869524524762554868)  2024-12-18T23:25Z [---] followers, [---] engagements


"@DeItaone Not the time bird flu"  
[X Link](https://x.com/niurn_writes/status/1869599054407373140)  2024-12-19T04:22Z [---] followers, [---] engagements


"BREAKING NEWS : MACRON COMES OUT AS A PARSELMOUTH WILL "WORK AGAINST PREJUDICE TAINTING THE NOBLE TONGUE". #macron #slytherin     ::       . ... [----]    https://t.co/WXTCKP0ALT     ::       . ... [----]    https://t.co/WXTCKP0ALT"  
[X Link](https://x.com/niurn_writes/status/1871037152060113160)  2024-12-23T03:36Z [---] followers, [--] engagements


"While US tech is in deep red $iwg is holding really well and shows some green. Comforting for 2025"  
[X Link](https://x.com/niurn_writes/status/1874013168202375531)  2024-12-31T08:42Z [---] followers, [---] engagements


"@blondesnmoney $LYV"  
[X Link](https://x.com/niurn_writes/status/1874210400423862274)  2024-12-31T21:45Z [---] followers, [---] engagements


"@qcapital2020 My $TSLA short is gonna work out I saw it in the fire"  
[X Link](https://x.com/niurn_writes/status/1874583735339036907)  2025-01-01T22:29Z [---] followers, [---] engagements


"@DWaveTab @danielnewmanUV @center_pawn And there is zero companies from that era that survived to today except $MSFT and it was founded at the very end of that bracket when PC had already huge impact in companies. We dont know the winners yet"  
[X Link](https://x.com/niurn_writes/status/1876763865267982350)  2025-01-07T22:52Z [---] followers, [---] engagements


"I closed all my US positions after taking profits on the quantum collapse ( $RGTI $IONQ $PLTR related ). I will sleep better at night. Portfolio is essentially now a massive $IWG position a hated sector in the hated UK market. Gilt trend not great tho"  
[X Link](https://x.com/niurn_writes/status/1877128920299962635)  2025-01-08T23:03Z [---] followers, [---] engagements


"@htsfhickey Seems very wrong when Apple is now a leading and innovative chip designer. That's an effort that took a decade"  
[X Link](https://x.com/niurn_writes/status/1878598716048937384)  2025-01-13T00:23Z [---] followers, [---] engagements


"@RealDanODowd @elonmusk SolarCity buyout. Dude bought a company just to hide it was floundering"  
[X Link](https://x.com/niurn_writes/status/1878999030476521791)  2025-01-14T02:54Z [---] followers, [---] engagements


"@blondesnmoney Yo thirsty dawg"  
[X Link](https://x.com/niurn_writes/status/1879306394266173587)  2025-01-14T23:15Z [---] followers, [---] engagements


"@Sleek_Otter My picks from an european perspective : 1/ When Rome fell men dreamt of its return for a thousand years. 2/ Saint Benedict creating its Rule and the birth of western monachism"  
[X Link](https://x.com/niurn_writes/status/1879654181176566078)  2025-01-15T22:17Z [---] followers, [---] engagements


"@Sleek_Otter Obviously the most important thing shaping the last two millenium is Christianity but it's hard to pinpoint to a single event. 313AD and the Edict of Milan by Constantine"  
[X Link](https://x.com/niurn_writes/status/1879655249121890609)  2025-01-15T22:21Z [---] followers, [--] engagements


"@rationalwalk Specifically some nuclear SNAFU in the india/pakistan/bangladesh area"  
[X Link](https://x.com/niurn_writes/status/1879677252428079333)  2025-01-15T23:49Z [---] followers, [---] engagements


"My thoughts watching the Trump memecoin. I am actually concerned that my portfolio may be significantly underweight fraud. I am actually concerned that my portfolio may be significantly underweight fraud"  
[X Link](https://x.com/niurn_writes/status/1880703139894169746)  2025-01-18T19:45Z [---] followers, [--] engagements


"@misterminsoo NPR Tiny Desk. Launch the playlist and enjoy a decade of awesome music"  
[X Link](https://x.com/niurn_writes/status/1881911630977769846)  2025-01-22T03:47Z [---] followers, [---] engagements


"@BluthCapital Sadly with Palantir i'm expecting a few federal contracts to go their way and another euphoria on the name"  
[X Link](https://x.com/niurn_writes/status/1882200343175708999)  2025-01-22T22:55Z [---] followers, [---] engagements


"@blondesnmoney That bad of a day hmm"  
[X Link](https://x.com/niurn_writes/status/1882593970292977973)  2025-01-24T00:59Z [---] followers, [---] engagements


"@Quality_stocksA @N3v3rlandBourse Paxman Ice pack for your hair are you serious"  
[X Link](https://x.com/niurn_writes/status/1883101355608539569)  2025-01-25T10:35Z [---] followers, [---] engagements


"@zoomyzoomm Its less crazy than you think when you look at the volatility and the way it trades with the gilt. I also run a large short book on tech trash"  
[X Link](https://x.com/niurn_writes/status/1885070749498835443)  2025-01-30T21:01Z [---] followers, [--] engagements


"@investwithwes1 I've been in and out of HK & SHZ markets for more a decade. Believe me when I say : the chinese gov always meddle and fuck things up. Just look at Tencent they even strangled the video games market for years through a freeze in new releases approval"  
[X Link](https://x.com/niurn_writes/status/1885184635459784909)  2025-01-31T04:33Z [---] followers, [---] engagements


"$IWG above [---] today almost 20% over the [--] week low. Good trend"  
[X Link](https://x.com/niurn_writes/status/1885259366498238604)  2025-01-31T09:30Z [---] followers, [---] engagements


"$VU I just read the blog posts and I opened a short position. The CFO in me is offended by the poor job done by the auditors @KPMG and @DeloitteFrance You fucking check cash and dont let management block you from contacting the largest clients for confirmation of AR balance I just read the blog posts and I opened a short position. The CFO in me is offended by the poor job done by the auditors @KPMG and @DeloitteFrance You fucking check cash and dont let management block you from contacting the largest clients for confirmation of AR balance"  
[X Link](https://x.com/niurn_writes/status/1885273073919607140)  2025-01-31T10:25Z [---] followers, [--] engagements


"$VU Vusiongroup I just read the blog posts and I opened a short position. The CFO in me is offended by the poor job done by the auditors @KPMG and @DeloitteFrance You fucking check cash and dont let management block you from contacting the largest clients for confirmation of AR balance I just read the blog posts and I opened a short position. The CFO in me is offended by the poor job done by the auditors @KPMG and @DeloitteFrance You fucking check cash and dont let management block you from contacting the largest clients for confirmation of AR balance"  
[X Link](https://x.com/niurn_writes/status/1885415697247068409)  2025-01-31T19:51Z [---] followers, [---] engagements


"@pandawatch88 Evergrande was a fraud in the tune of $80 billions"  
[X Link](https://x.com/niurn_writes/status/1887098023974670659)  2025-02-05T11:16Z [---] followers, [---] engagements


"@IndraStocks One word answer : Evergrande"  
[X Link](https://x.com/niurn_writes/status/1887098865326993757)  2025-02-05T11:20Z [---] followers, [--] engagements


"SUNWELS $9229.JP : added to the position i'm happy to hide there during trade wars. Strong possibility of a x2 return when it's clear the Kyodo article had no impact on business + room to grow for a few year after that. P/E [--] topline growth 20% defensive sector. $9229 Sunwels getting smoked -3.5% . People it's a japanese parkinson retirement homes. It trades at less than [--] p/e. It doesnt care about your trade wars $9229 Sunwels getting smoked -3.5% . People it's a japanese parkinson retirement homes. It trades at less than [--] p/e. It doesnt care about your trade wars"  
[X Link](https://x.com/niurn_writes/status/1887293660393591249)  2025-02-06T00:14Z [---] followers, [---] engagements


"@Liftthatbid News article related to overcharging nurse visits (standard [--] min charged for quick visits etc). Commissioned 3rd party findings were published yesterday & we're limit down AH despite the stock been divided by [--] in six months. Restatements coming Wed. Joys of special situations"  
[X Link](https://x.com/niurn_writes/status/1888316985211306178)  2025-02-08T20:00Z [---] followers, [--] engagements


"@investwithwes1 I too started in Chinese co but got burned many times by the rise of Xi. What happened to Jack Ma or the Ant IPO Why did Tencent got its games pipeline strangled for years"  
[X Link](https://x.com/niurn_writes/status/1888668592117604536)  2025-02-09T19:17Z [---] followers, [--] engagements


"@investwithwes1 Why Tencent and Baba were directed to buy Evergrande bonds"  
[X Link](https://x.com/niurn_writes/status/1888668784212492309)  2025-02-09T19:18Z [---] followers, [--] engagements


"@atlas_invst That you can trade VIX options and futures on Robinhood is just casino"  
[X Link](https://x.com/niurn_writes/status/1895248270890594484)  2025-02-27T23:02Z [---] followers, [--] engagements


"@HighyieldHarry Contra : the German industrial base desperately need to pivot away from automobiles. And its efficient whatever you think"  
[X Link](https://x.com/niurn_writes/status/1896649257178054877)  2025-03-03T19:49Z [---] followers, [----] engagements


"$IWG I was pleased with the presentation but what about the actual numbers It's not growing at blistering speed but the rest is according to plan. A bit of uncertainty regarding worka/instant group i'm not seeing where they're going with that assets. It stays as my core holding. $IWG : i find this quarter's slides way more slicker. Well done IR team :D https://t.co/JYO1HaUxev $IWG : i find this quarter's slides way more slicker. Well done IR team :D https://t.co/JYO1HaUxev"  
[X Link](https://x.com/niurn_writes/status/1897061766540243380)  2025-03-04T23:09Z [---] followers, [----] engagements


"@yarotrof It is and everyone knows it. Thats the main point of Dassault Aviation stock going parabolic"  
[X Link](https://x.com/niurn_writes/status/1897469283204210931)  2025-03-06T02:08Z [---] followers, [----] engagements


"Ah important about Worka. $IWG $IWG I was pleased with the presentation but what about the actual numbers It's not growing at blistering speed but the rest is according to plan. A bit of uncertainty regarding worka/instant group i'm not seeing where they're going with that assets. It stays as my core $IWG I was pleased with the presentation but what about the actual numbers It's not growing at blistering speed but the rest is according to plan. A bit of uncertainty regarding worka/instant group i'm not seeing where they're going with that assets. It stays as my core"  
[X Link](https://x.com/niurn_writes/status/1897508502509351086)  2025-03-06T04:44Z [---] followers, [---] engagements


"If the market is deep red again tomorrow Im buying $nvda LEAPS"  
[X Link](https://x.com/niurn_writes/status/1897781059082719436)  2025-03-06T22:47Z [---] followers, [--] engagements


"@DontMindMe_G Not dunking on you but if today you put out money for $HIMS and $TSLA youre not an investor but a gambler. Therefore you should own $EVO and take money from fellow gamblers"  
[X Link](https://x.com/niurn_writes/status/1900669136956780950)  2025-03-14T22:03Z [---] followers, [----] engagements


"I know the markets are not favorable but it's still maddening to see $IWG below [--] pounds post-earnings despite good execution on the strategy"  
[X Link](https://x.com/niurn_writes/status/1902111454842778013)  2025-03-18T21:34Z [---] followers, [---] engagements


"@longoption @ecommerceshares The deal will take [--] months to be approved. Could not [---] skilled engineers do now what a few did in [----] in that timeframe"  
[X Link](https://x.com/niurn_writes/status/1902214937185067381)  2025-03-19T04:25Z [---] followers, [--] engagements


"@Arkalos77 @Investy_ Hes obvious talking his book but anyway if it was a threat Evo has the cash for an acquisition and get started on the tech"  
[X Link](https://x.com/niurn_writes/status/1906075599363612742)  2025-03-29T20:06Z [---] followers, [--] engagements


"Tbf this is peak china hate and $PDD still looking great as chinese manufacturers are going to continue to buy ads globally to find a market for excess manufacturing capabilities. Wouldn't go bottom fishing YET But at some point some of these will be screaming buys All single digit EBITDA multiples $EPAM $GLOB $EVO $YOU $IBTA $OPRA $FOUR $DV $DLO $MGNI $PGY $FLYW $PAGS $KSPI $STNE $NU https://t.co/PpkUvNGJBv Wouldn't go bottom fishing YET But at some point some of these will be screaming buys All single digit EBITDA multiples $EPAM $GLOB $EVO $YOU $IBTA $OPRA $FOUR $DV $DLO $MGNI $PGY $FLYW"  
[X Link](https://x.com/niurn_writes/status/1907929933487432092)  2025-04-03T22:55Z [---] followers, [---] engagements


"Ha first liquidation warning from $IBKR. Now it's a bear market Dont raise the margin requirement please uncle Petyr"  
[X Link](https://x.com/niurn_writes/status/1909375437492699424)  2025-04-07T22:39Z [---] followers, [--] engagements


"$PDD was briefly at [--] p/e yesterday. If I had cash ( big if maybe after $evo divi in may ) I would start a position. US isolationism means a stronger China"  
[X Link](https://x.com/niurn_writes/status/1909465735543632011)  2025-04-08T04:38Z [---] followers, [---] engagements


"@larre Will they need to transition to US GAAP or USD as reporting currency I'm also following $IWG and the process is taking more than a year to do these transitions ( granted they needed badly to ditch IFR16 )"  
[X Link](https://x.com/niurn_writes/status/1912668325823541417)  2025-04-17T00:43Z [---] followers, [----] engagements


"Back at [----] CHF in less than [--] years is my expectation with a sweet dividend along the way. I also like it's an inflation hedge of sort"  
[X Link](https://x.com/niurn_writes/status/1916630656555405597)  2025-04-27T23:08Z [---] followers, [--] engagements


"Big food actors are focusing on high margin products and pushing for more chocolate sales where they have pricing power confectionary is the highest growth category at Nestl $NESN ( +8.9% in Q1 [----] )"  
[X Link](https://x.com/niurn_writes/status/1916631674865287305)  2025-04-27T23:12Z [---] followers, [---] engagements


"@finphysnerd The short thesis was the same [--] years ago and look at what happened"  
[X Link](https://x.com/niurn_writes/status/1945327417637396685)  2025-07-16T03:39Z [---] followers, [---] engagements


"@TacticzH Chagee $CHA is hated by China association but is a nice growth story with an amazing brand"  
[X Link](https://x.com/niurn_writes/status/1945982813129560334)  2025-07-17T23:03Z [---] followers, [---] engagements


"@TacticzH I should buy more $CHA"  
[X Link](https://x.com/niurn_writes/status/1945983727252942997)  2025-07-17T23:07Z [---] followers, [--] engagements


"@CatNyanpital You seemed to really like LVMH"  
[X Link](https://x.com/niurn_writes/status/1945991342989140435)  2025-07-17T23:37Z [---] followers, [---] engagements


"@TacticzH I'm not sold on $NVO at some point weightloss drugs may become political / EU regulated. For $ASML they guide 10% CAGR until [----] with a lot of lumpiness on the way"  
[X Link](https://x.com/niurn_writes/status/1947431899988955350)  2025-07-21T23:02Z [---] followers, [---] engagements


"I have 50K riding on $CHA so i say it from a place of love : i've owned enough HK stocks to know that shareholders returns are not the first priority of quite a few boards. @zeroxpectation It's still a buy considering the exapansion outside China and the efficient business model. Growth prospects are good for the cash at some point is goinf to the share holder. @zeroxpectation It's still a buy considering the exapansion outside China and the efficient business model. Growth prospects are good for the cash at some point is goinf to the share holder"  
[X Link](https://x.com/niurn_writes/status/1947514657650184698)  2025-07-22T04:30Z [---] followers, [---] engagements


"@Luce_On_TSLA Also something to pay attention to :"  
[X Link](https://x.com/niurn_writes/status/1947525470586867716)  2025-07-22T05:13Z [---] followers, [--] engagements


"@atlas_invst I'm going all-in on murderdrones swarms once they're listed ( Anduril Helsing)"  
[X Link](https://x.com/niurn_writes/status/1947783178737094922)  2025-07-22T22:17Z [---] followers, [--] engagements


"@BigglesMets @KevinLamb74 Still a downgrade. No need to fortnite it"  
[X Link](https://x.com/niurn_writes/status/1948510626755871071)  2025-07-24T22:28Z [---] followers, [---] engagements


"@compound248 It's not that is bad but using AI for *advertisement* seems like barely scratching the potential of the tech"  
[X Link](https://x.com/niurn_writes/status/1948525933507608851)  2025-07-24T23:29Z [---] followers, [----] engagements


"@mkgeestan Now listen to the next and greastest albums by Radiohead : Kid A & Amnesiac. You will realize Ok Computer was good but not mindbending like those two"  
[X Link](https://x.com/niurn_writes/status/1949694331448963222)  2025-07-28T04:52Z [---] followers, [---] engagements


"Got out of my $EVO position today i'm feeling a vibe shift in the markets and would not have stomached volatility as this was a huge Dec [----] LEAP calls play"  
[X Link](https://x.com/niurn_writes/status/1950346368650006565)  2025-07-30T00:03Z [---] followers, [---] engagements


"I will not mock the guy because I was him and blew my first account doing stupid shorts like Evergrande. I thought I was smart because it was an obvious accounting fraud (correct but it took years to collapse). Hang in there buddy we all have eaten crow. Incineration of $280k gambling on $CVNA posted on WallStreetBets https://t.co/vVXnwavgBd Incineration of $280k gambling on $CVNA posted on WallStreetBets https://t.co/vVXnwavgBd"  
[X Link](https://x.com/niurn_writes/status/1950780784857711015)  2025-07-31T04:49Z [---] followers, [--] engagements


"Correct. They did kitchen sink the quarter by accelerating 1b of losses related to H2. Also new CFO coming in to restore trust in guidance. $UNH Stephen Hemsley the CEO of $UNH watching the stock drop right now . People forget that he was once a CFO and knows the value of strategic repurchases. Step [--]. Kitchen sink the quarter with super conservative Guidance. Step [--]. BUY BACK ALOT OF SHARES after market https://t.co/QYNVvUs8Mw $UNH Stephen Hemsley the CEO of $UNH watching the stock drop right now . People forget that he was once a CFO and knows the value of strategic repurchases. Step 1."  
[X Link](https://x.com/niurn_writes/status/1951160010098221376)  2025-08-01T05:56Z [---] followers, [---] engagements


"$novo and $asml getting murdered again this morning. Ouch"  
[X Link](https://x.com/niurn_writes/status/1951205728162816074)  2025-08-01T08:57Z [---] followers, [---] engagements


"@loveleesfinance Honestly not fazed by that variation. Will be ok long run. The problem was that money was not available for investing in truth. Should have parked it in safer place than the stock market"  
[X Link](https://x.com/niurn_writes/status/1951443287891669100)  2025-08-02T00:41Z [---] followers, [--] engagements


"@PalantirHotline @RentYourStocks How a "Ontology Hydratation" for a "Kinetic layer" leading to a fancy dashboard is gonna generate cost-efficiencies in the defense sector"  
[X Link](https://x.com/niurn_writes/status/1952198587724837024)  2025-08-04T02:43Z [---] followers, [--] engagements


"Once again i remind you than this kind of technical analysis is astrology for curve-of-the-bell people. Read the fucking 10-Q instead. $UNH People are obsessed with being right & I see "gurus" posting about it daily. They do it for engagement bait. Click bait for people who are underwater. Giving them hopium. In my opinion this chart is broken. It is broken until this can reclaim [---] https://t.co/V5hdOPbk4U $UNH People are obsessed with being right & I see "gurus" posting about it daily. They do it for engagement bait. Click bait for people who are underwater. Giving them hopium. In my"  
[X Link](https://x.com/niurn_writes/status/1952868679995277724)  2025-08-05T23:05Z [---] followers, [--] engagements


"Im a dirty value investor and I bought [----] shares at less than [---] DKK today. I couldnt help myself. I hate pharma on a principle level. I hate reading about pipeline especially. Fuck. 🚨$NVO Nordisk Reports Q2 numbers🚨 🔴EPS: $0.92 vs $0.94 exp 🔴Revenue: $11928B vs $11.97B exp 🟢EPS: up 39% YoY 🟢Revenue up 20% YoY 🔴EPS down 7% QoQ 🟢 Wegovy sales: DKK 19.5B (vs. DKK 19.2B expected) 🔴GLP-1 sales: DKK 38.4B (vs. DKK 39.5B expected) Shares are up https://t.co/16cNqI09UY 🚨$NVO Nordisk Reports Q2 numbers🚨 🔴EPS: $0.92 vs $0.94 exp 🔴Revenue: $11928B vs $11.97B exp 🟢EPS: up 39% YoY"  
[X Link](https://x.com/niurn_writes/status/1953026923405377712)  2025-08-06T09:34Z [---] followers, [----] engagements


"Bought another [----] of $NOVO at less than [---] DKK. Feel sick. 🤢 Im a dirty value investor and I bought [----] shares at less than [---] DKK today. I couldnt help myself. I hate pharma on a principle level. I hate reading about pipeline especially. Fuck. Im a dirty value investor and I bought [----] shares at less than [---] DKK today. I couldnt help myself. I hate pharma on a principle level. I hate reading about pipeline especially. Fuck"  
[X Link](https://x.com/niurn_writes/status/1953034445386133887)  2025-08-06T10:04Z [---] followers, [---] engagements


"@wonder_city_ Keep some studies in mind when the next downturn in real estate comes and everybody freak out about decreasing home values"  
[X Link](https://x.com/niurn_writes/status/1953578902355685398)  2025-08-07T22:08Z [---] followers, [--] engagements


"@Investor_NICK_ @WaterworldCapi1 Valuation shorting rarely work. Even shorting obvious accounting frauds is dangerous. Bankrupt companies can be zombies for years. IMO as a retail shorting is mostly a momentum game or get lucky e.g. i was short quantum stocks when Jensen dropped the truth bomb in jan"  
[X Link](https://x.com/niurn_writes/status/1953685424997904738)  2025-08-08T05:11Z [---] followers, [---] engagements


"@CasinoCapital Thats a question I ask myself quite a lot. Switching to US GAAP in [----] investor day in the US in December us listing in [----] most probably"  
[X Link](https://x.com/niurn_writes/status/1953763977986470004)  2025-08-08T10:23Z [---] followers, [--] engagements


"@10kmparjour @ZeClint Ton boulanger sen fout de son optimisation fiscale parce quil fait 15% de son CA au black"  
[X Link](https://x.com/niurn_writes/status/1954410175885905938)  2025-08-10T05:11Z [---] followers, [---] engagements


"@Larryjamieson_ Youre just sore because of the out of office until September notices from your contacts at socit gnrale :p"  
[X Link](https://x.com/niurn_writes/status/1954511346776543322)  2025-08-10T11:53Z [---] followers, [--] engagements


"Working on this in my investment journey. Investing in names with no twitter chatter helped a lot. I consume a lot of information. A lot of podcasts. A lot of articles. A lot of research. And I honestly cant believe how many people are just parrots of information Im definitely at fault for some of this too but more recently Ive hung out with super high conviction people I consume a lot of information. A lot of podcasts. A lot of articles. A lot of research. And I honestly cant believe how many people are just parrots of information Im definitely at fault for some of this too but more recently"  
[X Link](https://x.com/niurn_writes/status/1954674536663957651)  2025-08-10T22:41Z [---] followers, [---] engagements


"$MNDY : not a bad company but still non-profitable on GAAP basis and egregious SBC = 20% of sales to pump the fictious 15% non-gaap margin. WHY IS $MNDY DOWN 18% Mondays earnings were solid -- this drop isnt about last quarter. Its about whether a mid-market CRM can still justify a 40x [----] FCF multiple when this space will get swallowed by the AI tsunami. Only two pure-play CRMs will still matter a decade https://t.co/BhrhWgtPoA WHY IS $MNDY DOWN 18% Mondays earnings were solid -- this drop isnt about last quarter. Its about whether a mid-market CRM can still justify a 40x [----] FCF multiple"  
[X Link](https://x.com/niurn_writes/status/1955036093486862605)  2025-08-11T22:38Z [---] followers, [---] engagements


"@MoonOverlord @RampCapitalLLC Doubt that people have a 401k. Even the wsb degenerates are above that having a few K to gamble"  
[X Link](https://x.com/niurn_writes/status/1955162364229324848)  2025-08-12T07:00Z [---] followers, [--] engagements


"@Investor_NICK_ European nations had 20% rates for decades. It can rot a long time"  
[X Link](https://x.com/niurn_writes/status/1955166411166454152)  2025-08-12T07:16Z [---] followers, [--] engagements


"@RizomaSchool What's fubu china please"  
[X Link](https://x.com/niurn_writes/status/1955517285545959899)  2025-08-13T06:30Z [---] followers, [--] engagements


"@atelicinvest And if there is one layer less of middle management politics decrease by half and everyone is happier. So there is that"  
[X Link](https://x.com/niurn_writes/status/1962735601154957751)  2025-09-02T04:33Z [---] followers, [--] engagements


"$GTLB : life when your stock trades at 60x '26 earnings $GTLB [--] minute difference https://t.co/lXfCm31Rd6 $GTLB [--] minute difference https://t.co/lXfCm31Rd6"  
[X Link](https://x.com/niurn_writes/status/1963373338203730349)  2025-09-03T22:47Z [---] followers, [---] engagements


"@CestrianInc I know its hard to believe but its true. Lookup New Caledonia in 2024"  
[X Link](https://x.com/niurn_writes/status/1971165832920412563)  2025-09-25T10:52Z [---] followers, [--] engagements


"@taobanker Roll-up shitco"  
[X Link](https://x.com/niurn_writes/status/1971353860540334271)  2025-09-25T23:19Z [---] followers, [--] engagements


"@SharpeShark What's a responsible leverage Asking for a friend :D"  
[X Link](https://x.com/niurn_writes/status/1973970611463758230)  2025-10-03T04:37Z [---] followers, [--] engagements


"Sadly very true. Curious to know what it means for social networks. @ecommerceshares @cap_zay IIRC the big ramps in usage all seem tied to image and video generation: Studio Ghibli Nano Banana Sora [--] etc. Slop is king. @ecommerceshares @cap_zay IIRC the big ramps in usage all seem tied to image and video generation: Studio Ghibli Nano Banana Sora [--] etc. Slop is king"  
[X Link](https://x.com/niurn_writes/status/1974546689697742876)  2025-10-04T18:46Z [---] followers, [--] engagements


"@TidefallCapital Tbh as a patented dumpster diver trying to recover I do struggle to reinforce the positions that work and a bit of pep talk in that regard is not unhelpful"  
[X Link](https://x.com/niurn_writes/status/1974987911864172597)  2025-10-05T23:59Z [---] followers, [--] engagements


"@CatNyanpital Thought the same last week when a french commentator made a spiel how MAGA had now an aesthetic as a cultural moment ( "like the Nazi" was the point obviously) and i bought a small position on impulse (i mean rage protest) but i didn't held after looking at it more rationally"  
[X Link](https://x.com/niurn_writes/status/1974990498004926583)  2025-10-06T00:10Z [---] followers, [--] engagements


"@Portes_Thomas La Vichy de Ren Belin le leader de la CGT qui a reu la francisque en tant que Ministre du Travail de [--] 42"  
[X Link](https://x.com/niurn_writes/status/1976440209358323792)  2025-10-10T00:10Z [---] followers, [--] engagements


"If you're not on the parkin lot counting the trucks you're not deep-diving. I would admit deep-reading if you're screenshotting a footnote in the notes to the financial statements. 'Deep dive' is overused. 'Deep dive' is overused"  
[X Link](https://x.com/niurn_writes/status/1976442982044926194)  2025-10-10T00:21Z [---] followers, [--] engagements


"@politicalmath I choose living on a Pacific island and having a family. In the weekend i read a book in a hammock next to my pool. It's never winter. I fled office towers under grey skies and corporate drones in black garbs as fast as i could. I leave it to you thanks"  
[X Link](https://x.com/niurn_writes/status/1976481672121192791)  2025-10-10T02:55Z [---] followers, [--] engagements


"@politicalmath Still a wagie sadly but hey no capital gain tax can have fun in the markets :D"  
[X Link](https://x.com/niurn_writes/status/1976482440068890636)  2025-10-10T02:58Z [---] followers, [--] engagements


"Please @dieworkwear we need you to humiliate Berluti and the French Olympic committee so badly we may have a chance to see them correct course. Voici les tenues officielles des athltes franais pour la crmonie douverture des JO et paralympiques de #Paris2024 fabriques par la maison de luxe Berluti du groupe LVMH. https://t.co/dwVTR5rmpA Voici les tenues officielles des athltes franais pour la crmonie douverture des JO et paralympiques de #Paris2024 fabriques par la maison de luxe Berluti du groupe LVMH. https://t.co/dwVTR5rmpA"  
[X Link](https://x.com/niurn_writes/status/1780873495976771794)  2024-04-18T08:18Z [---] followers, [--] engagements


"Ok out of Auto1 group $AG1 and reinvested into $wbd ( new ) and $hfg ( now cost basis sub [--] )"  
[X Link](https://x.com/niurn_writes/status/1796538610558423057)  2024-05-31T13:45Z [---] followers, [----] engagements


"did i miss something with $hfg price action today or is it just our regular crap-the-bed Wednesday for small cap"  
[X Link](https://x.com/niurn_writes/status/1882173094988841156)  2025-01-22T21:06Z [---] followers, [----] engagements


"Loaded up $rhm $kog $ldo $ho Buying European defense stocks today. No mecha company sadly. https://t.co/FwXQ6A4zxq Buying European defense stocks today. No mecha company sadly. https://t.co/FwXQ6A4zxq"  
[X Link](https://x.com/niurn_writes/status/1890026858311499814)  2025-02-13T13:14Z [---] followers, [---] engagements


"@targeteer9 @blondesnmoney Nah Europe is gonna buy European tanks with the local primes"  
[X Link](https://x.com/niurn_writes/status/1891608179596755451)  2025-02-17T21:58Z [---] followers, [---] engagements


"@LogicalThesis Actually ATH today thank to european defence stock and $TKA in particular"  
[X Link](https://x.com/niurn_writes/status/1894509250858422733)  2025-02-25T22:06Z [---] followers, [---] engagements


"$IWG : i find this quarter's slides way more slicker. Well done IR team :D"  
[X Link](https://x.com/niurn_writes/status/1897053961150251400)  2025-03-04T22:38Z [---] followers, [---] engagements


"Back to a large $IWG position. It's a simple thesis and easy to evaluate which give back a lot of mental space my investments took in [----] ( the defense rush in Q1 $EVO miss then recovery ). I miss a 20% rally but overall it's still early innings"  
[X Link](https://x.com/niurn_writes/status/1950687908719198242)  2025-07-30T22:40Z [---] followers, [---] engagements


"@Mr_Derivatives And no-one knows what "Hydrating your ontology" to activate your "Kinetic Layer" fucking means"  
[X Link](https://x.com/niurn_writes/status/1952511886983152118)  2025-08-04T23:28Z [---] followers, [---] engagements


"$GTLB : I was interested in the price action and the biz but seeing $53mm of SBC over $190 mm of sales is quite disgusting. Yeah sure the non Q1 GAAP earnings are nice when you exclude your main expense and $9mm of forex"  
[X Link](https://x.com/niurn_writes/status/1954418244095504810)  2025-08-10T05:43Z [---] followers, [----] engagements


"Correction : 215mm of revenue doesnt change the point. They made $20mm of profit with an added $45 mm of sales. So they will make a GAAP profit in [----]. Seems far away in AI land"  
[X Link](https://x.com/niurn_writes/status/1954422621044654120)  2025-08-10T06:00Z [---] followers, [---] engagements


"I did not realize UK boomers had it so good $EWU"  
[X Link](https://x.com/niurn_writes/status/1954696469921071583)  2025-08-11T00:08Z [---] followers, [--] engagements


"$IWG H1 update : progress on track for the $1B target cash-flow increase buyback increase strong commitment for shareholders returns. Very positive"  
[X Link](https://x.com/niurn_writes/status/1957700646481850639)  2025-08-19T07:06Z [---] followers, [----] engagements


"$IWG -16% at pixel time. Market reaction is bonkers. $IWG H1 update : progress on track for the $1B target cash-flow increase buyback increase strong commitment for shareholders returns. Very positive. $IWG H1 update : progress on track for the $1B target cash-flow increase buyback increase strong commitment for shareholders returns. Very positive"  
[X Link](https://x.com/niurn_writes/status/1957711175883563346)  2025-08-19T07:48Z [---] followers, [----] engagements


"$IWG : cant understand why it falls more than the rest of the UK real estate sector while there is no financing need 'til [--] new growth is capex-light & it has real international exposure"  
[X Link](https://x.com/niurn_writes/status/1963039094210232500)  2025-09-03T00:39Z [---] followers, [---] engagements


"I guess time to buy the dip again in $NOVO next week"  
[X Link](https://x.com/niurn_writes/status/1971369887735132230)  2025-09-26T00:23Z [---] followers, [---] engagements


"@aresearchguy Edenred and Pluxee duopoly in the employee benefits market and branching out of it. Nice tollbooth business trading currently at discount due to regulator concerns and French political situation"  
[X Link](https://x.com/niurn_writes/status/1972746203336204308)  2025-09-29T19:32Z [---] followers, [---] engagements


"At the end of this AI bull run my safe haven to park money will be in a defense ETF for that exact reason. It will happen before [----]. @Citrini7 The market will crash when China invades Taiwan. I think the S&P [---] drawdown will be 40%+ and will last many months. Difficult to say exactly when but I think it is a fait accompli. @Citrini7 The market will crash when China invades Taiwan. I think the S&P [---] drawdown will be 40%+ and will last many months. Difficult to say exactly when but I think it is a fait accompli"  
[X Link](https://x.com/niurn_writes/status/1975025299336417716)  2025-10-06T02:28Z [---] followers, [--] engagements


"Poison of choice is $ASWC atm to include cybersecurity in one package"  
[X Link](https://x.com/niurn_writes/status/1975025993976062367)  2025-10-06T02:31Z [---] followers, [--] engagements


"@GoldN64 French studios still having the chops with the amazing Gobelins animation school"  
[X Link](https://x.com/niurn_writes/status/1980781884163678494)  2025-10-21T23:42Z [---] followers, [--] engagements


"@benryanwriter @MattWalshBlog Only one that had direct cultural impact was the handmaid's tale. House of Cards was an influence of the political shows that followed but not well remembered so more of an indirect one. Rest of list is forgettable"  
[X Link](https://x.com/niurn_writes/status/1980793539496931825)  2025-10-22T00:29Z [---] followers, [--] engagements


"$EVO : i sold yesterday but agree with Yannis. However markets are stretched and i'm expecting rough times ahead. I dont want to hold a turnaround story during a drawdown i know i would sell a weak conviction. After seeing the most popular fintwit accounts capitulating on $evo $evo.st Evolution AB let me also add that The time of maximum pessimism is the best time to buy. After seeing the most popular fintwit accounts capitulating on $evo $evo.st Evolution AB let me also add that The time of maximum pessimism is the best time to buy"  
[X Link](https://x.com/niurn_writes/status/1981516896894931029)  2025-10-24T00:23Z [---] followers, [---] engagements


"@HolySmokas I mostly would drop the consumer stuff : $CAKE $CELH dont know about the beauty names"  
[X Link](https://x.com/niurn_writes/status/1981844948841537627)  2025-10-24T22:07Z [---] followers, [---] engagements


"Bought more $FDS now a core position. Im struggling with the AI hype but I do think the value to highly trusted datasets will not be fading and they have a lot of workforce to be optimized thus better margins in the future. Im seeing a nice buyback machine at good price"  
[X Link](https://x.com/niurn_writes/status/1981852169960894835)  2025-10-24T22:35Z [---] followers, [--] engagements


"@DavidStanAccou1 Jai [---] [---] euros daction Edenred alors je vais dire non"  
[X Link](https://x.com/niurn_writes/status/1981906379444293949)  2025-10-25T02:11Z [---] followers, [---] engagements


"Futures on fire $ES"  
[X Link](https://x.com/niurn_writes/status/1982579072476823948)  2025-10-26T22:44Z [---] followers, [--] engagements


"@leevalueroach Like the AA once an energy investor always an energy investor. I've been oil-free for [--] years"  
[X Link](https://x.com/niurn_writes/status/1982650608218980685)  2025-10-27T03:28Z [---] followers, [--] engagements


"It pains me to pay 34x fwd but it's an interesting test case for AI and automation. Long $AMZN now. Disclaimer : i suck at megacap investing. Cutting 10% of your corporate workforce is pretty insane 😱 https://t.co/QZd1yusoBB Cutting 10% of your corporate workforce is pretty insane 😱 https://t.co/QZd1yusoBB"  
[X Link](https://x.com/niurn_writes/status/1982944985323651178)  2025-10-27T22:58Z [---] followers, [---] engagements

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