# ![@rebound_capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1932002407178981376.png) @rebound_capital Rebound Capital

Rebound Capital posts on X about ai, $nvo, $goog, asml the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1932002407178981376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932002407178981376/c:line/m:interactions.svg)

- [--] Week [------] -97%
- [--] Month [---------] +17,518%
- [--] Months [---------] +1,871%
- [--] Year [---------] +77,728%

### Mentions: [--] [#](/creator/twitter::1932002407178981376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932002407178981376/c:line/m:posts_active.svg)

- [--] Week [--] +125%
- [--] Month [--] +30%
- [--] Months [---] +13%
- [--] Year [---] +1,316%

### Followers: [-----] [#](/creator/twitter::1932002407178981376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932002407178981376/c:line/m:followers.svg)

- [--] Week [-----] +2.30%
- [--] Month [-----] +35%
- [--] Months [-----] +207%

### CreatorRank: [-------] [#](/creator/twitter::1932002407178981376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932002407178981376/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.53% [technology brands](/list/technology-brands)  44.34% [finance](/list/finance)  37.74% [cryptocurrencies](/list/cryptocurrencies)  5.66% [fashion brands](/list/fashion-brands)  3.77% [social networks](/list/social-networks)  2.83% [countries](/list/countries)  2.83% [automotive brands](/list/automotive-brands)  1.89% [financial services](/list/financial-services)  0.94% [travel destinations](/list/travel-destinations)  0.94%

**Social topic influence**
[ai](/topic/ai) 29.25%, [$nvo](/topic/$nvo) 16.04%, [$goog](/topic/$goog) 14.15%, [asml](/topic/asml) 14.15%, [$googl](/topic/$googl) 14.15%, [$asml](/topic/$asml) 11.32%, [stocks](/topic/stocks) 11.32%, [$lly](/topic/$lly) 9.43%, [business](/topic/business) 8.49%, [$csu](/topic/$csu) #16

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@reboundcapital](/creator/undefined) [@0xshei](/creator/undefined) [@dividendology](/creator/undefined) [@miketannonmba](/creator/undefined) [@blue_1trades](/creator/undefined) [@noordurbi](/creator/undefined) [@michaeljburry](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@samanthasubin](/creator/undefined) [@tacticzh](/creator/undefined) [@speculatorio](/creator/undefined) [@niccruzpatane](/creator/undefined) [@iceberginvest](/creator/undefined) [@will_dugan](/creator/undefined) [@mawean888](/creator/undefined) [@monkey_luffy](/creator/undefined) [@spcohn](/creator/undefined) [@buddy_barker](/creator/undefined) [@3plantey2](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Eli Lilly and Company (LLY)](/topic/$lly) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nike Inc (NKE)](/topic/$nke) [Duolingo, Inc.  (DUOL)](/topic/$duol) [ELYSIA (EL)](/topic/$el) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Goldman Sachs (GS)](/topic/goldman-sachs) [Accenture (ACN)](/topic/$acn) [Texas Pacific Land, Corp. (TPL)](/topic/texas-pacific-land-corp) [Morningstar, Inc. (MORN)](/topic/$morn) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Microsoft Corp. (MSFT)](/topic/microsoft) [Ferrari N.V. (RACE)](/topic/$race)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong Spoke to the owner of a $10m accounting firm today. Hes rebuilding his business from the ground up with AI and I left convinced that service businesses will never be the same. The highlights from our convo: [--]. The first AI agent they built is for handling accounts payable Spoke to the owner of a $10m accounting firm today. Hes rebuilding his"  
[X Link](https://x.com/rebound_capital/status/2021111957990830354)  2026-02-10T06:40Z [----] followers, [----] engagements


"Here is an interesting rebound setup: ( $NVO) Novo Nordisk is down 50% due to competition from ( $LLY) Eli Lilly and Eli Lilly is down 15% due to Novo Nordisk. But combined they control 90%+ of the GLP-1 market both globally and in the U.S. Currently neither of them can make enough medicine to satisfy the demand. Finally just the GLP-1 market is expected to reach $150 billion in the next [--] years"  
[X Link](https://x.com/rebound_capital/status/1944766235465720150)  2025-07-14T14:29Z [----] followers, [----] engagements


"Being a $GOOG investor is"  
[X Link](https://x.com/rebound_capital/status/1951085722871669245)  2025-08-01T01:01Z [----] followers, [----] engagements


"$HIMS is not a threat to the GLP-1 industry The GLP-1 market is projected to have $470Bn revenue by [----] $NVO Novo Nordisk and $LLY Eli Lilly are both positioned to win Heres why $NVO and $LLY will come out on top:"  
[X Link](https://x.com/rebound_capital/status/1952791838588309882)  2025-08-05T18:00Z [----] followers, 10.5K engagements


"$TTD The Trade Desk is down 60%. Does that make it a good buy For context TTD has been through several drawdowns over the years: 1/ During the [----] pandemic it fell 46% 2/ In early [----] it fell 20% in just [--] days 3/ In early [----] the stock fell nearly 60% () The drawdowns were justified through various specific reasons (full report link in comments) and therefore the stock rebounded all times. Currently it fell 40% just after the earnings (due to weak guidance) Additionally investors feel Amazon poses a significant risk to the TTDs growth model in the long run. But this shouldnt be a threat"  
[X Link](https://x.com/rebound_capital/status/1955711381191450874)  2025-08-13T19:21Z [----] followers, [----] engagements


"The biggest winners and losers from my watchlist: 1/ $ASML +19% : ASML is now up 28% in the past month without any significant catalyst. Aside from odd news about Intel ordering two additional EUV machines there were no major catalysts that should cause such a big move (that too on a 350B market cap). The stock has been basically moving up 1-2% almost every day for the past month"  
[X Link](https://x.com/rebound_capital/status/1973137626778706012)  2025-09-30T21:27Z [----] followers, [----] engagements


"Goldman Sachs buy thesis on $ASML: "We believe the pause in Lithography intensity is temporary and as such see an increase in EUV exposed layers in the subsequent nodes post the 2nm process (given it is materially difficult to execute an architectural transition in tandem with incremental shrinkage). Additionally we believe that any negative impacts from this temporary pause on the Logic side would be offset in future by accelerating EUV adoption in DRAM as customers accelerate layer additions leveraging the 3800E tool. Further we see a clear path for EUV penetration to rise further as DRAM"  
[X Link](https://x.com/rebound_capital/status/1973501985870717041)  2025-10-01T21:35Z [----] followers, [---] engagements


"$CSU: [--]. Revenue growth of 25% CAGR between 2000-2024. [--]. Revenue growth of 21% CAGR between 2015-2024. [--]. Stock gains of 33% CAGR since May [----]. And it's still in a 22% drawdown. Incredible upside and a good time to build a position. My investment thesis: https://open.substack.com/pub/reboundcapital/p/deep-dive-constellation-softwarer=5tpz56&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/reboundcapital/p/deep-dive-constellation-softwarer=5tpz56&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/rebound_capital/status/1974878859867857051)  2025-10-05T16:46Z [----] followers, 14.2K engagements


"$ASML High/low/moderate case by JPM Best case: $2100; 35x multiple (likely) Moderate case: $1237; 25-30x multiple (most likely) Low case: $653; 20x multiple (very very unlikely) I think the cases are still below what they should be for two reasons: [--]. ASML has a bunch of upside in the memory-bandwidth space especially when companies like Samsung are now using High NA for the same. [--]. ASML is known to promise less in their guidance (the base for these cases) Personally I think ASML will end up close to the high case here. We're already pretty close to moderate and I'm not convinced that the"  
[X Link](https://x.com/rebound_capital/status/1976393231610118165)  2025-10-09T21:04Z [----] followers, [----] engagements


"10 HIGH QUALITY STOCKS WITH WORST YTD PERFORMANCE From my watchlist: $ACN $ADBE $TTD Which stocks are you watching"  
[X Link](https://x.com/rebound_capital/status/1978581748200915374)  2025-10-15T22:00Z [----] followers, [----] engagements


"$GOOG $GOOGL You're probably seeing this image go around a lot - for good reason. Here's some more context around it: In my opinion Google will win undoubtedly win the AI race. They're the only company out there that dominates all [--] elements in the AI market - Hardware Models and Distribution. It's simple really. If you're missing either one of those you're gonna be left behind. Take OpenAI for example they've gone a spending spree this past month trying to do the same - 1) Deal with Nvidia/AMD for the chips 2) Deal with oracle/Salesforce for the distribution and data centre Billions of"  
[X Link](https://x.com/rebound_capital/status/1979310453273546917)  2025-10-17T22:16Z [----] followers, 14.9K engagements


"In short we have no fundamental concerns about Constellation Software or its position size in the portfolio. This is great research by Akre Capital on $CSU. I had a similar thesis on $CSU Constellation and still believe theres a double digit upside upcoming. My conviction relies on three factors: [--]. Consistent revenue growth: The market will re rate Constellation if the company keeps posting strong revenue growth (15%) in the coming quarters. A growing revenue base will signal $CSU strong position and moat in the VMS market. [--]. Positive management commentary regarding market dynamics in VMS:"  
[X Link](https://x.com/rebound_capital/status/1981825459907371098)  2025-10-24T20:49Z [----] followers, [----] engagements


"The chart below is NOT a meme coin This company has generated 100x returns in the last [--] years. Thats 4x of Apple. And theyre currently in a 45% drawdown (not uncommon for this stock) This is after the stock tripled in [----] (+233%) $TPL Texas Pacific Land Corp is one of the most polarizing companies Ive looked into and simultaneously one of our most requested companies recently. The business model is excellent and the potential is entirely unrealized. Heres my 2000+ word deep dive complete with our proprietary quality rubric our DCF model and our stock rating: "  
[X Link](https://x.com/rebound_capital/status/1984246020201488741)  2025-10-31T13:08Z [----] followers, [----] engagements


"Precisely what most casual users miss. No one will mind paying $ADBE $70 per month if it's enabling them to make $100K per year. As a designer the only things you need to get your work done are Coffee a laptop and Adobe software. Guys $ADBE is LITERALLY a professional software you were never the target customer And no real designer is letting AI puke out an image and call it a finished ad campaign https://t.co/TWGAhuTlVs Guys $ADBE is LITERALLY a professional software you were never the target customer And no real designer is letting AI puke out an image and call it a finished ad campaign"  
[X Link](https://x.com/rebound_capital/status/1985384627079692703)  2025-11-03T16:32Z [----] followers, [----] engagements


"Financial data companies are rarely in a drawdown because their subscriptions are sticky and their revenues are stable. But we now have a few high-quality companies in a steep drawdown. Morningstar $MORN is down 40% FactSet $FDS is down 45% London Stock Exchange $LSEG is down 23%. To put this in context the last time $FDS was down more than 40% was during the [----] GFC. The key issue is that the industry as a whole is becoming more cautious about spending on data. Macroeconomic concerns (tariffs a cooling labour market etc.) are forcing financial services firms to cut discretionary spending."  
[X Link](https://x.com/rebound_capital/status/1988567130938196101)  2025-11-12T11:18Z [----] followers, [----] engagements


"@NoorDurbi Yeah. But imagine selling the stock at $50 after seeing it trade at $120 a few months ago"  
[X Link](https://x.com/rebound_capital/status/2018949922863694128)  2026-02-04T07:29Z [----] followers, 35.6K engagements


"The seat compression risk is there. Let's take a simple example of Slack which charges $12/seat. Amazon just laid off 20K employees due to "AI efficiency". What happens to the $12*20K recurring revenue that Slack used to get Now take the example of Cloudflare -- Irrespective of the number of people in Amazon as long as the company is getting (and growing traffic) Cloudflare will still get paid. Again a simple example but you get the drift. In a lot of cases the company wont be able to proportionally increase their per seat pricing. https://twitter.com/i/web/status/2021108367997993244"  
[X Link](https://x.com/rebound_capital/status/2021108367997993244)  2026-02-10T06:25Z [----] followers, [--] engagements


"AMD is one of our highest conviction picks for [----]. AMDs CEO Lisa Su is known for giving conservative guidance. But based on AMDs latest guidance: 80% CAGR in AI GPU revenue and 35% CAGR in total revenue growth over the next 3-5 years. 60% growth in Data Centre revenue in [----]. $10B Data Centre revenue for [----]. While everyones looking at Nvidia AMD has already secured a long-term contract with OpenAI and co-developed the Helios rack with Meta ($125B [----] capex). Another tailwind is the rise of Agentic AI (Clawdbot Claude Cowork etc.) which is driving CPU demand; both Intel and AMD server"  
[X Link](https://x.com/rebound_capital/status/2021182064335483095)  2026-02-10T11:18Z [----] followers, [---] engagements


"Rebound Capital is now #4 in rising bestsellers in finance just behind the legend @michaeljburry itself We find and write about world-class companies in a drawdown poised for a rebound. Follow along to find the best contrarian opportunities"  
[X Link](https://x.com/anyuser/status/1994743837676507240)  2025-11-29T12:22Z [----] followers, [----] engagements


"RT @aleabitoreddit: Korean memory stocks likely have a lot of repricing to do. Forward P/E for [----] (Morgan Stanley): SK Hynix 4.3x S"  
[X Link](https://x.com/rebound_capital/status/2018643341370708236)  2026-02-03T11:10Z [----] followers, [---] engagements


"Constellation Software $CSU is now down 52% the largest drawdown in its 20-year history. The company is now trading as if AI will disrupt its entire business. At its current valuation the company outperforms almost all other companies on the Rule of [--]. It will take a few quarters for the market to realize that AI is not taking away business from Constellation Think about it: There is next to no chance that a telecom or mining business that has worked with a vendor for 10+ years and fine-tuned the software to cater to their business perfectly is suddenly going to vibe-code an alternative just"  
[X Link](https://x.com/rebound_capital/status/2018649054280831325)  2026-02-03T11:33Z [----] followers, 48.4K engagements


"Interesting bear case for e-commerce companies: AI agents will now browse all available platforms to compare and pick the one with the best offer. Going one step further the agent can bypass the platform altogether (e.g. reach out to an Airbnb host via email) and negotiate the best possible rates. Will be pretty bad for platforms like Booking Airbnb Amazon etc. What do you think"  
[X Link](https://x.com/rebound_capital/status/2018924065474449522)  2026-02-04T05:46Z [----] followers, [----] engagements


"Imagine being a Figma employee who waited a decade for the IPO only to have a 180-day lock-up that ended last week. https://twitter.com/i/web/status/2018935334927561002 https://twitter.com/i/web/status/2018935334927561002"  
[X Link](https://x.com/rebound_capital/status/2018935334927561002)  2026-02-04T06:31Z [----] followers, 2M engagements


"$CSU up 8% today. Constellation Software $CSU is now down 52% the largest drawdown in its 20-year history. The company is now trading as if AI will disrupt its entire business. At its current valuation the company outperforms almost all other companies on the Rule of [--]. It will take a few https://t.co/1fVcZAWdTp Constellation Software $CSU is now down 52% the largest drawdown in its 20-year history. The company is now trading as if AI will disrupt its entire business. At its current valuation the company outperforms almost all other companies on the Rule of [--]. It will take a few"  
[X Link](https://x.com/rebound_capital/status/2019255900679336098)  2026-02-05T03:44Z [----] followers, [----] engagements


"Jokes apart Figma is one of our top [--] rebound opportunities this year. In our view Professionals are unlikely to shift their work to LLMs just to save on $20. With Figma weaving AI into its platform they can help designers accelerate their work. https://reboundcapital.substack.com/p/built-to-last-10-resilient-rebounds https://reboundcapital.substack.com/p/built-to-last-10-resilient-rebounds"  
[X Link](https://x.com/rebound_capital/status/2019298026205085845)  2026-02-05T06:32Z [----] followers, [----] engagements


"This. There is no reason for established players to rip out their existing systems to replace them with vibe-coded alternatives to save a few basis points in cost. Everyone will focus on integrating AI into their core offerings"  
[X Link](https://x.com/rebound_capital/status/2019348560593236003)  2026-02-05T09:53Z [----] followers, [----] engagements


"$AMD down 17% post-earnings may be an over-reaction. All Hyperscalers (Meta Google and Microsoft) have announced a significant ramp-up in their capex. To benefit from this massive spend AMD does not need to beat Nvidia; it just needs to be a strong second source and it will increase its GPU revenues multifold. CEO Lisa Su who is generally conservative has guided for 60% revenue growth over the next five years in the Data Center division. She already has an anchor customer in OpenAI and discussed collaborating with other large customers during the latest earnings call. If you model the"  
[X Link](https://x.com/anyuser/status/2019465880212763015)  2026-02-05T17:39Z [----] followers, [----] engagements


"We expect AI infrastructure investments to deliver solid ROI as generative AI is set to revolutionize all industries and be used by consumers globally. Unlike electricity (the last big step change) very few companies will have the scale to provide intelligence to the world. Here is Jensen Huangs (admittedly biased) take on the huge AI capex spend in 2026: https://youtu.be/P9dX_ek_6yYsi=xjqmUURSSYHgxrJ3 https://youtu.be/P9dX_ek_6yYsi=xjqmUURSSYHgxrJ3"  
[X Link](https://x.com/rebound_capital/status/2020823931536752886)  2026-02-09T11:35Z [----] followers, [---] engagements


"While I think the current "AI eats software" concerns are overblown here is an interesting angle to consider: The companies that provide a license per seat are at risk. If an AI agent can do the work you technically don't need a license for that seat. Even though no one is going to vibe code an alternative either through layoffs or improved efficiency your business now faces a seat-compression risk. But companies responsible for DBs event streams and monitoring stand to benefit as the agent will generate exponentially more API calls than a human ever could. Just considering that you have to"  
[X Link](https://x.com/rebound_capital/status/2020831850088784089)  2026-02-09T12:07Z [----] followers, [----] engagements


"Ferrari $RACE stock will go the same way as Porsche. After Porsche launched Taycan it did well initially with the company selling [-----] Taycans in [----] and more than [-----] in [----]. But the company could never get the early adopters to convert into the cult-like following it had for the [---]. The car was missing the soul aka the sound that had made Porsche famous. Add to the fact that Taycan's were unreliable A $200K Taycan was only worth $50K to $70K after just [--] years. The cars were impossible to resell and sales of Taycan cratered by 50% in [----]. If I were a legacy carmaker like Ferrari"  
[X Link](https://x.com/rebound_capital/status/2021150083761221907)  2026-02-10T09:11Z [----] followers, [----] engagements


"The funny part is that the CEO explicitly said they saw no impact from AI. This is the first major SaaS company to explicitly flag AI agents as a competitive threat on an earnings call. h/t @samantha_subin https://t.co/y2MCiLwVKx This is the first major SaaS company to explicitly flag AI agents as a competitive threat on an earnings call. h/t @samantha_subin https://t.co/y2MCiLwVKx"  
[X Link](https://x.com/rebound_capital/status/2021174175872766005)  2026-02-10T10:47Z [----] followers, [---] engagements


"AMD is one of our highest conviction picks for [----]. $AMD CEO Lisa Su is known for giving conservative guidance. But based on AMDs latest guidance: [--]. 80% CAGR in AI GPU revenue and 35% CAGR in total revenue growth over the next 3-5 years. [--]. 60% growth in Data Centre revenue in [----]. [--]. $10B Data Centre revenue for [----]. While everyones looking at $NVDA AMD has a long-term contract with OpenAI and co-developed the Helios rack with Meta ($125B [----] capex). Another tailwind is the rise of Agentic AI (Clawdbot Claude Cowork etc.) which is driving CPU demand; both Intel and AMD server CPUs are"  
[X Link](https://x.com/rebound_capital/status/2021176545688072387)  2026-02-10T10:56Z [----] followers, [----] engagements


"The last time Amazon traded at a PE of [--] was during the [----] Global Financial Crisis"  
[X Link](https://x.com/rebound_capital/status/2021276357443854560)  2026-02-10T17:33Z [----] followers, [----] engagements


"This is my quant. When even Nvidia fanboys recognize $AMD upside you know its real. Stock is up 28% in my portfolio so far"  
[X Link](https://x.com/anyuser/status/1950205170614149364)  2025-07-29T14:42Z [----] followers, [----] engagements


"GLP-1 drugs are set to generate nearly double the U.S. revenue of the iPhones first [--] years - and there are only two companies that dominate the market. $NVO $LLY Im gonna tell you how you can build an optimal GLP-1 portfolio:"  
[X Link](https://x.com/rebound_capital/status/1950245591612833865)  2025-07-29T17:22Z [----] followers, [----] engagements


"$NVO Novo Nordisk is down 28% right now. But the market isnt factoring the long-term potential of their flagship products. The GLP-1 market is projected to have $470Bn revenue by [----] Heres why the stock is down and why you should be watching closely:"  
[X Link](https://x.com/rebound_capital/status/1950617075728466166)  2025-07-30T17:58Z [----] followers, 18.2K engagements


"I research and analyze world-class stocks in a major drawdown with excellent rebound potential. Follow me if you found this post insightful and retweet to share it with others"  
[X Link](https://x.com/rebound_capital/status/1950617087782932973)  2025-07-30T17:58Z [----] followers, [----] engagements


"$FICO FICO is down 41% because of Vantagepoint. Even after a solid earnings the stock is down 8%. But FICO is incredibly confident in their position in the market. Heres what they see that the market doesnt:"  
[X Link](https://x.com/anyuser/status/1951021220016824653)  2025-07-31T20:44Z [----] followers, [----] engagements


"$EL Estee Lauder is in a structural drawdown - close to -80% from ATH. So is it worth investing into To understand that lets first see what went wrong (and right):"  
[X Link](https://x.com/rebound_capital/status/1951059363533398425)  2025-07-31T23:16Z [----] followers, [----] engagements


"Can someone confirm whether this is true $NVO $LLY"  
[X Link](https://x.com/anyuser/status/1951071594895598057)  2025-08-01T00:04Z [----] followers, [----] engagements


"@dividendology $ASML below $700 is insane"  
[X Link](https://x.com/anyuser/status/1951582276581544011)  2025-08-02T09:54Z [----] followers, [----] engagements


"Hey everyone Rebound Capital just crossed [----] subscribers I find and write about world-class companies in a drawdown poised for a rebound. On average our buy recommendations (AMD ASML TTD) have provided 4x the return of the S&P [---]. Thank you for the incredible support so far. Its been a lot of fun"  
[X Link](https://x.com/rebound_capital/status/1951684669637898242)  2025-08-02T16:41Z [----] followers, [----] engagements


"Medicaid will cover GLP-1 drugs soon $NVO $LLY Thats a [--] million increase in GLP-1s TAM The market hasn't priced this in yet. Im gonna tell you how you can build an optimal GLP-1 portfolio:"  
[X Link](https://x.com/rebound_capital/status/1951751557596553639)  2025-08-02T21:06Z [----] followers, [----] engagements


"Hey Everyone Rebound Capital has risen to #5 among the Bestsellers in Finance in just one day after launch (on the platform that shan't be named) This is incredible as we are ranking alongside other amazing writers who have thousands of paid subscribers I find and write about world-class companies in a drawdown poised for a rebound. On average our buy recommendations (AMD ASML TTD) have provided 4x the return of the S&P [---]. Comment/DM for launch promo offer :)"  
[X Link](https://x.com/rebound_capital/status/1952001665743352108)  2025-08-03T13:40Z [----] followers, [----] engagements


"@TacticzH $ASML below $700 is diabolical"  
[X Link](https://x.com/anyuser/status/1952304080547922263)  2025-08-04T09:42Z [----] followers, [----] engagements


"3 years ago $META dropped 75% from it's ATH. Now it's up 682%. And you'd think there's no way to know the bottom. There is now - $META followed the [--] stages of the 'Lifecycle of a Trend' by AQR research. And so do several other stocks:"  
[X Link](https://x.com/anyuser/status/1952433140296720590)  2025-08-04T18:15Z [----] followers, [----] engagements


"Which company do you think is the best buy right now $NVO : $47 ( -67% from ATH ) $LLY : $765 ( -20% from ATH ) $TTD : $87 ( -37% from ATH ) $UNH : $249 ( -59% from ATH ) $NKE : $74 ( -55% from ATH ) $ASML : $690 ( -36% from ATH ) $AMD : $176 ( -16% from ATH ) $GOOG : $195 ( -5% from ATH ) $FICO : $1349 ( -43% from ATH ) $EL : $91 ( -74% from ATH )"  
[X Link](https://x.com/anyuser/status/1952845820874690692)  2025-08-05T21:35Z [----] followers, [----] engagements


"$DUOL Duolingo just had the best comeback. The company had an incredibly solid quarter and the stock is up 15% And thats the least impressive metric theyve had so far. Heres why the stock exploded in [--] steps:"  
[X Link](https://x.com/anyuser/status/1953554295816855720)  2025-08-07T20:30Z [----] followers, [----] engagements


"1/ Earnings Blowout $DUOL Duolingos numbers: ✅Revenue: $252M (up 41% YoY) ✅Total bookings: $268M (up 41% YoY) ✅Net income: $44.8M (up 84% YoY) ✅Earnings per share: $0.98 (up 75% YoY) You dont see numbers like that everyday. These are strong fundamentals. We exceeded our own high expectations for bookings and revenue this quarter and did it while expanding profitability said the co-founder and CEO Luis von Ahn"  
[X Link](https://x.com/rebound_capital/status/1953554300090892648)  2025-08-07T20:30Z [----] followers, [---] engagements


"Trump's Most Favored Nation (MFN) policy will crash the U.S. healthcare stocks. Medicare will be forced to pay the lowest drug price paid by peer nations. The U.S. drug prices for many medications are [--] times those in peer-developed markets: $NVO $LLY $MRK $BMY"  
[X Link](https://x.com/anyuser/status/1953945356279939535)  2025-08-08T22:24Z [----] followers, [----] engagements


"$TTD The Trade Desk lost 38% of its value after their earnings. Whats fascinating is that the fundamentals of the company were incredible: ✅ Revenue up 18.7% YoY ✅ EBIDTA up 12% YoY ✅ EPS up 6% The only reason the stock dropped was the weak guidance. Read the detailed report on TTD earnings for more info👇"  
[X Link](https://x.com/anyuser/status/1954961230785060972)  2025-08-11T17:40Z [----] followers, [----] engagements


"The average bear market lasts [--] months and is followed by a 70-month bull market: Quality stocks follow a similar trend(not necessarily the exact same timeline) Take Meta for example. The stock fell for [--] months from September [----] - November [----] and has been rising ever since. Or Netflix the stock dropped for [--] consecutive months from October [----] - 2022; but has been rising since then. This is why I started Rebound Capital - to research world class stocks in a drawdown with excellent yield potential. Follow along if you haven't already"  
[X Link](https://x.com/anyuser/status/1955011088019591437)  2025-08-11T20:59Z [----] followers, [----] engagements


"$NVO Novo Nordisk is up 10% in the past week. This is because they came out on top when it came to the effectiveness of their weight-loss oral pills against $LLY Eli Lillys . For the same reason $LLY is down 15%() in the same period Its fascinating because Lilly's earnings were actually more stable than Novo's (for several factors) and yet the market factored in the oral pills only. But this shouldnt mean that its an either-or situation. After all theyre both quality companies. And like I said in my full report of the GLP-1 industry you can just buy the haystack and invest in the whole"  
[X Link](https://x.com/rebound_capital/status/1955383038923379047)  2025-08-12T21:37Z [----] followers, [----] engagements


"The worst-performing stocks in the S&P [---] this year. Were tracking [--] of these stocks in our rebound portfolio: a/ $TTD The Trade Desk: -61% The balance sheet is very strong with $1.7 billion in cash & short-term investments with zero debt. Last month the company reported a 25% YoY growth in revenue and margins expansion to 8%. The forward guidance projects continued growth for Q225. b/ $UNH UnitedHealth: -57% Company fundamentals are still growing Revenue went up 10% YoY and memberships increased by [------]. Strong balance sheet with $79 billion in cash with $5.5 billion in free-cash-flow per"  
[X Link](https://x.com/rebound_capital/status/1955744421598892165)  2025-08-13T21:33Z [----] followers, [----] engagements


"With Buffett buying [--] million shares of $UNH here is what we wrote last week:"  
[X Link](https://x.com/rebound_capital/status/1956123673531986270)  2025-08-14T22:40Z [----] followers, [----] engagements


"$NVO Novo Nordisk is up 10% pre-market And this is just the beginning. The market still hasnt priced everything. Novo is going to take the lead again in the GLP-1 industry. Heres why the stock is up and why you should watch closely:"  
[X Link](https://x.com/rebound_capital/status/1957428106375098541)  2025-08-18T13:03Z [----] followers, [----] engagements


"$GRPN Groupon CEO says their traditional SEO traffic is declining due to AI. $GOOG But the overall effect is still positive. This should put a rest to everyone saying $GOOG Googles AI is eating its own search business This is simply not true. SEO wont die itll just cater and optimize for a completely different algorithm Heres what I think will happen: As the CEO of Groupon described theyve begun optimizing to show up on LLM chatbots results now to show up as sources for queries. Additionally the users that come in through these links have higher conversion rates than the traditional"  
[X Link](https://x.com/anyuser/status/1957474431703667017)  2025-08-18T16:07Z [----] followers, [----] engagements


"$NVO Novo Nordisk is now taking compounders head on. Theyve cut down the prices of Ozempic by 50% - down to $499 now. They also reduced the prices of Wegovy to $499. Currently theres [--] million patients using compounded versions of GLP-1 drugs. The prices arent closer to the compounded prices but theyre still competitive given how these drugs are FDA approved. Novo kept these prices for the patients that purchase directly from them through channels like Novocare. This should enable them to keep more of their revenue since they control most of the supply chain. However this isnt the entire"  
[X Link](https://x.com/rebound_capital/status/1957850171972415610)  2025-08-19T17:00Z [----] followers, [----] engagements


"$FICO FICO is the quintessential stock for why I started Rebound Capital. Like Id mentioned in my original thesis $FICO is a quality company with an incredibly strong moat. Theyve had the dominance for decades and its highly unusual for them to be in a drawdown. As Dev (Portfolio Manager of Valley Forge Capital Management) says $FICO is well integrated with several lenders to the point where its basically the industry standard now. And in my opinion this could be their moat now. The bottom line is that shifting entire workflows and adapting to new policies for big lenders is going to cost way"  
[X Link](https://x.com/anyuser/status/1958544398821843398)  2025-08-21T14:59Z [----] followers, [----] engagements


"Warren Buffett once said When stocks go down its good news And thats absolutely true. Apple was once down 83% Netflix was down 73% and Amazon was down 90%. Investing in these companies when they were in a major drawdown wouldve yielded excellent returns today. On the flip side the same logic couldve been applied to investing in Blockbuster when the stock was going down. The difference being that the blockbuster investment would be worth nothing today. Thats why I started Rebound Capital: I research world-class companies and evaluate whether theyre worth investing in using our quality rubric"  
[X Link](https://x.com/rebound_capital/status/1958615426042405153)  2025-08-21T19:41Z [----] followers, [----] engagements


"Reminder that $NVO Novo Nordisk price didnt go down due to fundamentals"  
[X Link](https://x.com/anyuser/status/1960000613800124500)  2025-08-25T15:25Z [----] followers, [----] engagements


"Which company do you think is the best buy right now👇 1/ $TTD The Trade Desk - $52.3 (-62% ATH) 2/ $ASML ASML Holding - $754 (-30%) 3/ $AMD Advanced Micro Devices - $168 (-20%) 4/ $ADBE Adobe Inc - $362 (-47%) 5/ $UNH UnitedHealth - $307 (-50%) 6/ $NKE Nike - $78 (-54%) 7/ $FICO FICO - $1415 (-40%) 8/ $LLY Eli Lilly and Company - $711 (-25%) 9/ $NVO Novo Nordisk - $57 (-60%) 10/ $RDDT Reddit - $217 (-11%) https://twitter.com/i/web/status/1960076213164429420 https://twitter.com/i/web/status/1960076213164429420"  
[X Link](https://x.com/rebound_capital/status/1960076213164429420)  2025-08-25T20:26Z [----] followers, [----] engagements


"$TTD is down 61% from its ATH. This is due to their weaker guidance(14% growth) compared to expectations But the market isnt pricing in their AI innovation called Kokai. This product single-handedly gave Samsung a 43% boost in growth across Europe. Heres what the markets missing:"  
[X Link](https://x.com/rebound_capital/status/1960428076002582762)  2025-08-26T19:44Z [----] followers, [----] engagements


"$GOOG GOOGLE is officially taking on $DUOL DUOLINGO Sundar Pichai released a video showing Google Translate now using AI to teach languages. This was the primary reason why $DUOL shares fell dropped after earnings - due to fears of GPT-5. But this time Google has made a move:"  
[X Link](https://x.com/anyuser/status/1960757038784635102)  2025-08-27T17:31Z [----] followers, [----] engagements


"60% of $NVO Novos revenue comes from North America. But thats going to change soon. Recently their sales in the U.K. spiked 27x (2600%+) and several first-time users. Investors are too focused on their business within the U.S. to realise their prowess internationally: (Market share) Emerging markets: +56% Europe + Canada: 63% APAC: 54% China: 81% () Additionally Maziar Mike Doustdar who headed the international sales until now recently got promoted to CEO. All fascinating signals that $NVO Novos management knows the importance of the rest of the world for GLP-1 drugs. All eyes on how they"  
[X Link](https://x.com/rebound_capital/status/1960851095091053008)  2025-08-27T23:45Z [----] followers, [----] engagements


"In $NVDA earnings Jensen said that the winner in the next round will be the GPU that produces the most performance per watt. Upon further analysis: We see GB200NVL72 (Blackwell) generating [---] TFLOPS of performance per watt. But AMD's MI355X: In the real world though it comes down to hardware + software. So here's how both the GPUs perform head-to-head in the DeepSeek R1 inference performance: Clearly $AMD wins out on concurrency scaling - meaning that it delivers more predictable lower latency as the requests scale. As for NVIDIA it struggles a lot with higher latency unless heavily"  
[X Link](https://x.com/rebound_capital/status/1961142475017654359)  2025-08-28T19:02Z [----] followers, [----] engagements


"Lets just take a moment to see how crazy $GOOG Google has been since earnings: The DOJ news will decide the future (short-term at least). If Chrome isn't looming over Google anymore the stock won't be as undervalued as it is now"  
[X Link](https://x.com/anyuser/status/1961406063653372187)  2025-08-29T12:30Z [----] followers, [----] engagements


"Google is the only AI stock that came out on top after the earnings season The signal is clear. The market prefers companies with pricing power and a clear monetization path. I added it to my tracker when it was down 20% and its up 28% since outperforming the S&P [---] by 20%. And its still the cheapest stock among the Mag-7 (P/E : 23x) $GOOG"  
[X Link](https://x.com/rebound_capital/status/1962563508211749010)  2025-09-01T17:09Z [----] followers, [----] engagements


"Morgan Stanley released an incredible finding about ASML today. China is at least [--] years behind in lithography tech and theyre the closest competition. Its crazy because [--] years ago ASML was here: Theres a lot for the competition to catch-up and by then ASML will be much further off. Every step in the semiconductor industry runs through ASMLs moat - from 5nm to 2nm processors. That's the most optimal form of pricing power in any industry. Long $ASML"  
[X Link](https://x.com/rebound_capital/status/1962957568890028123)  2025-09-02T19:15Z [----] followers, [----] engagements


"@Speculator_io From my watchlist: [--]. $TTD (-22%) - Everything except maybe [--] [--]. $BMBL ( +3.79%) - Everything except [--] [--] [--]. $RDDT (+37%) - Everything except 5"  
[X Link](https://x.com/anyuser/status/1963138659663974689)  2025-09-03T07:15Z [----] followers, [----] engagements


"55% of the time the markets will lose money in September. If the market enters correction heres my list: $ASML : [--] competition in the entire world. 100% share in the equipment that makes semiconductor chips"  
[X Link](https://x.com/anyuser/status/1963333699652456949)  2025-09-03T20:10Z [----] followers, [----] engagements


"BofA released an incredible finding recently: Google $GOOG is still undervalued after its rally. The market hasnt priced its individual businesses yet. I agree. Heres why Google has more potential still: Historically Google has traded at a slight premium to the rest of the market: 10-year average: 22x forward PE vs. 18x for the S&P [---] However recently it has been at a discount. $GOOG had been trading at 20x as of 9/2/25; adjusting for the bump recently that's still only 21.8x compared to the S&P 500's 22x. If Google re-rates to a 4-point premium (26x vs. 22x) consistent with its historical"  
[X Link](https://x.com/anyuser/status/1963727961338921109)  2025-09-04T22:16Z [----] followers, [----] engagements


"Im convinced that only one company will win the AI arms race. Its simple. There are three pillars of the AI ecosystem - Hardware Models and Distribution. Conquering all [--] means youve won the AI race. And currently only one company is doing that - Google. $GOOG Google has time and again displayed its capability to be a leader in trillion dollar market. And I believe with AI Google will win again. To expand on this further I created a 2-part report breaking-down and fairly valuing Google. The first part is out now for free:"  
[X Link](https://x.com/anyuser/status/1966866636448960826)  2025-09-13T14:08Z [----] followers, [----] engagements


"Is $ADBE Adobe a good buy right now When I first started looking at Adobe it was one of the worst-performing large-cap tech stocks. Down 25% in [----] and another 23% in [----]. But after their earnings call Im convinced that Adobe will adapt AI into its services faster than challengers can displace them 👇"  
[X Link](https://x.com/rebound_capital/status/1966916536293355944)  2025-09-13T17:27Z [----] followers, [----] engagements


"Here are [--] high-quality undervalued companies. From my watchlist: $ASML $NVO $MRK $ADBE Which one do you think is the best turnaround play right now"  
[X Link](https://x.com/rebound_capital/status/1967698396145406345)  2025-09-15T21:13Z [----] followers, 15.4K engagements


"@niccruzpatane Interestingly though the sales are up only about [---] cars YoY (+0.5%) whereas the EV market in the US has grown about 6%. Tesla is losing market share"  
[X Link](https://x.com/rebound_capital/status/1968246848944247064)  2025-09-17T09:33Z [----] followers, [---] engagements


"Big $NVO News New research shows that Novo Nordisks Ozempic reduces the risk of heart attack stroke and death by 23% compared to Lillys dulaglutide. This is especially great for older patients. Pre-market is up 7.6% $NVO $LLY"  
[X Link](https://x.com/rebound_capital/status/1968646183040987592)  2025-09-18T12:00Z [----] followers, [----] engagements


"Just [--] months back the narrative was that ChatGPT will disrupt Google. The stock was down 30% Most investors had already written off Google. But thats the problem with narratives - they can always flip. We at Rebound Capital focus on the fundamentals not the narratives. Our Deep Dive on Google was published with a simple thesis that Google will win the AI arms race. Google is now up 72% Heres what $10000 into the stock would look like today: $GOOG $GOOGL"  
[X Link](https://x.com/rebound_capital/status/1970516181393252512)  2025-09-23T15:50Z [----] followers, [----] engagements


"Incredibly Bullish $GOOG MoM traffic for Google's AI domains is increasing at an incredible rate"  
[X Link](https://x.com/anyuser/status/1970949610311942362)  2025-09-24T20:33Z [----] followers, [----] engagements


"Bill Ackman's Pershing Square released an investor update on $NKE Nike. "While Nikes margins are currently depressed due to intentional actions taken to effectuate the turnaround we believe the company can return to historical levels of profitability over the next several years""  
[X Link](https://x.com/rebound_capital/status/1971324942290702820)  2025-09-25T21:24Z [----] followers, 14.1K engagements


"I'm long $ADBE Adobe for [--] reasons thesis: 1/ AI Image Generation: While the AI image generation is good it's still way off from generating professional-quality images. With the plateauing progress in AI (for those who were tracking GPT-5 was supposed to be AGI) it does not look like the models will replace professional editing software in the near future"  
[X Link](https://x.com/rebound_capital/status/1971333495114072432)  2025-09-25T21:58Z [----] followers, [----] engagements


"Not all drawdowns are equal. For example I don't think $LULU $MRVL and $FIG will rebound. Here's why: $LULU - Lululemon : Difficult to understand why they're losing sales: The recent drop in U.S. sales could be due to weakening consumer sentiment a loss of brand relevance increased competition or a combination of these factors. Because the exact cause of the sales decline is unclear we are not able to model and value the company. Add to this there seems to be no end to the ongoing trade war and $LULU profitability will continue to be affected"  
[X Link](https://x.com/rebound_capital/status/1971673596927090947)  2025-09-26T20:29Z [----] followers, [----] engagements


"Warren Buffett has $257.5 Billion invested in these [--] stocks. From my watch list: $V $MA $UNH Which stock do you think is the best turnaround play right now"  
[X Link](https://x.com/rebound_capital/status/1972726859394891788)  2025-09-29T18:15Z [----] followers, [----] engagements


"Bill Ackman's Pershing Square released an investor update on $GOOG Google: "The companys key advantages stemming from industry-leading models a full-stack approach to technical infrastructure (including proprietary chips) access to high-quality data rapidly improving product launch velocity and a robust distribution ecosystem of seven different apps with over two billion users each are beginning to meaningfully widen Googles moat and competitive differentiation in AI.""  
[X Link](https://x.com/anyuser/status/1972813139897983261)  2025-09-29T23:58Z [----] followers, [----] engagements


"From last month: 1/ $GOOG Gemini traffic has increased by 50% 2/ every other AI has either dropped share or maintained it. Listen to the signal. Long $GOOG"  
[X Link](https://x.com/anyuser/status/1974248347381772657)  2025-10-03T23:01Z [----] followers, [----] engagements


"Lisa Su completely dodging Intel when asked if AMD will use Intel for manufacturing their chips should tell you everything about their foundry business. It also reflects my opinion on intel Their fabs are the only things that can save intel. $INTC $AMD"  
[X Link](https://x.com/anyuser/status/1975640104107712543)  2025-10-07T19:11Z [----] followers, [----] engagements


"This is the reason $FICO is down 10% I don't think a difference of $5/score is going to make a dent on FICO's 90% market share. You're going to have to make a bigger play than pricing to convince lenders to jump ship"  
[X Link](https://x.com/anyuser/status/1976012671221973352)  2025-10-08T19:51Z [----] followers, [----] engagements


"I think everyone misunderstands Trump. He's just trying to give everyone an opportunity to buy the dip. Imagine the folks that missed: $NVO $ASML $ADBE $NVDA Trump just didn't want anyone to feel left out"  
[X Link](https://x.com/rebound_capital/status/1976757507931750634)  2025-10-10T21:11Z [----] followers, 12.5K engagements


"Here's the quiet part loud from $ASML's earnings. Memory is quickly becoming a big part of their sales. Why Because hardware Memory bandwidth is becoming the choke point slowing down the entire AI market. For reference 100k H100 GPUs can burn close to $6M/day sitting idle due to memory-bandwidth. $ASML can play a significant role in solving this. Heres how: During [--------] transformer model size grew [---] every [--] years while memory per accelerator grew only about [--] every [--] years. This has pushed the entire industry into a memory wall. In simple terms the chips are processing much quicker than"  
[X Link](https://x.com/anyuser/status/1978578181499351444)  2025-10-15T21:46Z [----] followers, [----] engagements


"Constellation is down 27% from its ATH due to Mark retiring and AI concerns both of which are overblown. There is little to no chance $CSU's customers will start "vibe-coding" their own software. While Mark leaving is a hit he has built a very decentralized org. I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep turning over rocks I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep"  
[X Link](https://x.com/rebound_capital/status/1979763314948505651)  2025-10-19T04:15Z [----] followers, [----] engagements


"Of all my investments I want $UNH to work out the most just to flex this graph"  
[X Link](https://x.com/anyuser/status/1980949117678559369)  2025-10-22T10:47Z [----] followers, [----] engagements


"Heres a +40% rebound setup - $CSU Constellation Software Inc. $CSU focuses on buying Vertical Market Software(VMS) firms that usually generate $20M in revenue. In the past [--] years theyve acquired over [---] firms. Additionally over the course of those years $CSU has had [--] massive drawdowns each close to 25%. Thats where the stock is right now too - a 28% drawdown. There are two main reasons for the drawdown which I'm confident will subside. To expand on the rebound thesis Ive published a 2000+ word deep dive on the stock which should give you everything you need to build your own conviction."  
[X Link](https://x.com/rebound_capital/status/1981077567940767874)  2025-10-22T19:17Z [----] followers, [----] engagements


"$GOOG $GOOGL So Google just crashed the [--] biggest players (apart from itself) in the quantum computing space. I'm more surprised about the fact that people were betting against Google on something so major 🤷♀"  
[X Link](https://x.com/rebound_capital/status/1981084993813467384)  2025-10-22T19:47Z [----] followers, [----] engagements


"$GOOG $GOOGL Google has yet again shown why theyre the best positioned to win the AI arms race. Recently Google announced that they process [---] quadrillion tokens/month. OpenAI does [---] trillion tokens/month. This is accounting for the fact that Gemini is spread across Googles ecosystem - from Gmail to training their flagship LLM Gemini. And Google is able to do it without $100B deals with other companies. Completely in-house. Thats not all. Up until now Google didnt license the TPUs to anyone. But they are now going to sell additional GCP compute instances with TPUs to Anthropic (Claude)"  
[X Link](https://x.com/rebound_capital/status/1981089430967624095)  2025-10-22T20:05Z [----] followers, [----] engagements


"$NFLX Netflix plunged 10% this week. This reminds me of the market overreaction after ASMLs earnings. $ASML stock dropped -16% and is +45% since. Netflix is down 16% from its ATH right now. All of this because they got hit with a one-time tax from Brazil for $619Mn. Heres a back of the envelope evaluation on Netflix: EPS: $5.87 Tax = $619 Mn Shares = [---] Mn Effect of tax/ share = 619000000/ [---------] = $1.42 EPS without tax = $5.87 + $1.42 = $7.29 Without the tax break Netflix wouldve had a 4.5% beat on the EPS. This is a classic example of a quality stock being in a temporary drawdown"  
[X Link](https://x.com/anyuser/status/1981457344384184439)  2025-10-23T20:26Z [----] followers, [----] engagements


"$UNH UNHs previous [--] quarters have been brutal with each earnings dropping the market cap by 11% on average. But during the previous quarter the stock has rallied +50% Does that make this quarter any different Im covering UNH in-depth before and after the earnings to give my subscribers the best resource on the stock. Theres so much to look out for in UNHs earnings tomorrow: [--]. Medical Cost Ratio [--]. Membership mix and growth [--]. Optum Growth Apart from the fundamentals theres also [--] catalysts every investor should refer to before getting into the stock. Find everything in my earnings preview"  
[X Link](https://x.com/rebound_capital/status/1982940454858748071)  2025-10-27T22:40Z [----] followers, [----] engagements


"$GOOG $GOOGL $ADBE Google has just proven why their AI stack trumps all. Adobe has partnered with Google to create a one-stop solution for all creators. This deal runs through Googles entire stack: [--]. Gemini and Veo : Adobe customers will gain access to Googles latest AI models directly within Adobes creative apps. [--]. Vertex AI : Adobes enterprise customers will be able to use Googles AI models on Google Clouds Vertex AI platform and apply their proprietary data for customization through Adobe Firefly Foundry. This is majorly bullish for both Google and Adobe: [--]. This can put to rest the"  
[X Link](https://x.com/rebound_capital/status/1983623076064719224)  2025-10-29T19:52Z [----] followers, [----] engagements


"While everyones focused on AI stocks many consumer discretionary and restaurant stocks are struggling this year. Chipotle $CMG is down 47% Wendys $WEN is down 48% and Sweetgreens $SG has lost 80% just this year. This all comes down to the fact that the U.S. consumer is not doing too well. The massive amount of corporate layoffs government shutdown and tariff wars has cratered consumer confidence. For us @rebound_capital this simply means that many growth opportunities are now being sold at attractive valuations. We will cover our top rebound picks tomorrow (subscribe now to get the report -"  
[X Link](https://x.com/anyuser/status/1985324084742500854)  2025-11-03T12:32Z [----] followers, [----] engagements


"Morgan Stanley analyzed more than [----] companies and the results are fascinating. The probability of recovery of stock is inversely proportional to the magnitude of drawdown. Meaning the more a stock drops the lower the chance it will bounce back. For example of the [----] stocks that dropped more than 95% only [--] in [--] made it back. However of the [---] stocks that dropped between 50-55% [--] in [--] made it back to their previous high Interestingly the stocks that went down the most offered the most return when they bounced back"  
[X Link](https://x.com/anyuser/status/1986023935146856745)  2025-11-05T10:52Z [----] followers, [----] engagements


"Which stock in your portfolio has you feeling like this I will start: Constellation Software $CSU"  
[X Link](https://x.com/anyuser/status/1986052615382393234)  2025-11-05T12:46Z [----] followers, [----] engagements


"This is precisely why your entry price is so important. Someone who bought $BAC in [----] had to wait [--] years just to break even. But if you got into the stock just a year later you would be up 1250%. h/t @dividendology for the chart"  
[X Link](https://x.com/rebound_capital/status/1986749749794582769)  2025-11-07T10:57Z [----] followers, [---] engagements


"If you can watch one video today let it be this one. Its Warren Buffett explaining the importance of sticking to your circle of competence"  
[X Link](https://x.com/rebound_capital/status/1987901070887268393)  2025-11-10T15:12Z [----] followers, [----] engagements


"On $CSU While Mark's departure is obviously a hit Constellation is now trading as if AI is going to disrupt the entire business. We now have one of the best opportunities to invest in the company which is experiencing its worst drawdown in its 20-year history. Think about it: There is next to no chance that a telecom or mining business that has worked with a vendor for 10+ years and fine-tuned the software to cater to their business perfectly is suddenly going to vibe-code an alternative just to save 0.1% of their revenue in software costs"  
[X Link](https://x.com/rebound_capital/status/1988200645690642806)  2025-11-11T11:02Z [----] followers, 17.5K engagements


"We believe $CSU is worth $4K per share. @rebound_capital Whats it worth Whats a valuation that has a decent margin of safety built in @rebound_capital Whats it worth Whats a valuation that has a decent margin of safety built in"  
[X Link](https://x.com/anyuser/status/1988464538845376934)  2025-11-12T04:31Z [----] followers, [----] engagements


"This is a common mistake with $CSU made solely by looking at the P/E. Constellation is currently trading at a P/E of [--]. However if you dig a bit deeper and understand their business model the numbers begin to make sense. Constellation grows by acquiring companies. Part of the price of the acquired company is for intangible assets such as customer lists software code and the brand. Constellation has to amortize this cost over an estimated life span (5-15 years). This amortization cost was $1.04 billion in [----] which was 1.4x of its net income. This is why the E in P/E is depressed. Meanwhile"  
[X Link](https://x.com/rebound_capital/status/1988465665355776071)  2025-11-12T04:35Z [----] followers, 16.2K engagements


"You don't need a job report to figure that consumers are struggling. Chipotle is down 47% Wendys is down 48% and Sweetgreens has lost 80% just this year. The AI spending boom is covering up how stressed the situation really is. NOW - White House: "The Democrats may have permanently damaged the federal statistical system with October CPI and jobs reports likely never being released." https://t.co/lvVOme6ghG NOW - White House: "The Democrats may have permanently damaged the federal statistical system with October CPI and jobs reports likely never being released." https://t.co/lvVOme6ghG"  
[X Link](https://x.com/anyuser/status/1988851764687147468)  2025-11-13T06:09Z [----] followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing