[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @stock_unlock Stock Unlock Stock Unlock posts on X about over the, cash flow, $csuto, $bn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1453847659278581760/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +78% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +1,444% ### Mentions: XX [#](/creator/twitter::1453847659278581760/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX -XX% - X Year XXXXX +1,074% ### Followers: XXXXX [#](/creator/twitter::1453847659278581760/followers)  - X Week XXXXX +0.60% - X Month XXXXX +4.60% - X Months XXXXX +40% - X Year XXXXX +222% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1453847659278581760/influencer_rank)  ### Social Influence [#](/creator/twitter::1453847659278581760/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [over the](/topic/over-the) 8.7%, [cash flow](/topic/cash-flow) #241, [$csuto](/topic/$csuto) #47, [$bn](/topic/$bn) #24, [$spgi](/topic/$spgi) #47, [infrastructure](/topic/infrastructure) #2103, [$mco](/topic/$mco) #53, [investment](/topic/investment) 2.17%, [$fds](/topic/$fds) #21, [$msci](/topic/$msci) #19 **Top accounts mentioned or mentioned by** [@apollo_21mil](/creator/undefined) [@muzzlebuster](/creator/undefined) [@irwin_shelern](/creator/undefined) [@b_cena56](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@bjmtweets](/creator/undefined) [@5rivers](/creator/undefined) [@gorter_sander](/creator/undefined) [@jrbrown47207146](/creator/undefined) [@aklen](/creator/undefined) [@shawnmacias_](/creator/undefined) [@exp_philosopher](/creator/undefined) [@stopdictatorshi](/creator/undefined) [@timvrebbers](/creator/undefined) [@teechongyen](/creator/undefined) [@jm_investment0](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Msci Inc (MSCI)](/topic/$msci) [Copart, Inc. (CPRT)](/topic/$cprt) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [APA Corp (US) (APA)](/topic/$apa) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Dropbox, Inc. (DBX)](/topic/$dbx) [Exelixis Inc (EXEL)](/topic/$exel) [Cheniere Energy Partners, LP. (CQP)](/topic/$cqp) [Adobe, Inc. (ADBE)](/topic/$adbe) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [ContentBox (BOX)](/topic/$box) [Oklo Inc. (OKLO)](/topic/$oklo) [4 (FOUR)](/topic/$four) [Advanced Drainage Systems, Inc. (WMS)](/topic/$wms) [Alibaba Group (BABA)](/topic/$baba) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Arista Networks Inc (ANET)](/topic/$anet) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [UnitedHealth Group (UNH)](/topic/$unh) [NuCypher (NU)](/topic/$nu) [Netflix Inc (NFLX)](/topic/$nflx) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Amphenol Corporation (APH)](/topic/amphenol) ### Top Social Posts [#](/creator/twitter::1453847659278581760/posts) --- Top posts by engagements in the last XX hours "4 Quality Companies at 52-week lows A thread X. Copart $CPRT 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/E: 27.0x" [X Link](https://x.com/stock_unlock/status/1971288268978450730) [@stock_unlock](/creator/x/stock_unlock) 2025-09-25T18:58Z 5691 followers, 3206 engagements "10 stocks with 5-year CAGR free cash flow growth XX% + trading at less than 20x FCF: $ADBE $APA $QLYS $DBX $EXEL $GDDY $QCOM $BOX $CQP $ATEN Which ones stand out" [X Link](https://x.com/stock_unlock/status/1955702143802855697) [@stock_unlock](/creator/x/stock_unlock) 2025-08-13T18:45Z 5687 followers, 1853 engagements "One of Canada's best capital allocators is trading at less than 18x forward earnings Couche-Tard stock is also flat over the past two years With the 7-Eleven news in the rearview mirror is this a good deal $ATD.TO" [X Link](https://x.com/stock_unlock/status/1962593802381590669) [@stock_unlock](/creator/x/stock_unlock) 2025-09-01T19:10Z 5690 followers, 1068 engagements "2. Constellation Software $CSU.TO 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/FCF: 24.2x" [X Link](https://x.com/stock_unlock/status/1971288273449517193) [@stock_unlock](/creator/x/stock_unlock) 2025-09-25T18:58Z 5691 followers, XXX engagements "Constellation Software's current XX% drawdown has the stock trading at less than 25x free cash flow In Constellation's last XX% drawdown the stock bottomed at 23x FCF and rallied XXX% between June 2022 and May this year Will this drawdown look similar $CSU.TO" [X Link](https://x.com/stock_unlock/status/1971642173960474991) [@stock_unlock](/creator/x/stock_unlock) 2025-09-26T18:25Z 5691 followers, 1837 engagements "Moody's and S&P Global are both trading below their 5-year average EV/EBIT multiples and similar levels as in 2022 While still not cheap is this decent value for two of the most competitively advantaged businesses in the world $MCO $SPGI" [X Link](https://x.com/stock_unlock/status/1974887306705387955) [@stock_unlock](/creator/x/stock_unlock) 2025-10-05T17:20Z 5690 followers, 1112 engagements "$BN Brookfield acquires the remaining portion of Oaktree Capital that it did not already own Howard Marks: "Our partnership with Brookfield has been a great success built on shared values of disciplined investing long-term thinking and integrity."" [X Link](https://x.com/stock_unlock/status/1977712926275342585) [@stock_unlock](/creator/x/stock_unlock) 2025-10-13T12:28Z 5690 followers, 3300 engagements "$OKLO is now $XX billion business with X revenue One of the wildest charts out there" [X Link](https://x.com/stock_unlock/status/1978496085913227489) [@stock_unlock](/creator/x/stock_unlock) 2025-10-15T16:20Z 5688 followers, 3355 engagements "$BN Bruce Flatt at Brookfield's Investor Day: "On AI you've seen our slides. This is a $X trillion opportunity. We're ideally suited because of our power our compute infrastructure our real estate businesses to participate in this." Is Brookfield one of the least discussed AI winners" [X Link](https://x.com/stock_unlock/status/1978889931188531422) [@stock_unlock](/creator/x/stock_unlock) 2025-10-16T18:25Z 5690 followers, 11.2K engagements "$FOUR Shift4 trades at its lowest valuation multiple since becoming EBIT profitable in 2021 EV/EBIT (trailing): 19.5x Is Shift4 cheap" [X Link](https://x.com/stock_unlock/status/1979603382374428718) [@stock_unlock](/creator/x/stock_unlock) 2025-10-18T17:40Z 5688 followers, 1496 engagements "Good Investing Is Boring George Soros once said Here are X boring quality businesses at reasonable prices: A thread X. Advanced Drainage Systems $WMS Free Cash Flow Growth (5Y): XXXX% ROIC: XXXX% Forward P/E: 16.3x" [X Link](https://x.com/stock_unlock/status/1911858643475247115) [@stock_unlock](/creator/x/stock_unlock) 2025-04-14T19:06Z 5690 followers, 32.9K engagements "While Alibaba is +121% YTD and valued at around 21x earnings both JD and Pinduoduo trade at less than 14x earnings For the China bulls out there will the others catch up to Alibaba at some point $JD $PDD $BABA" [X Link](https://x.com/stock_unlock/status/1975258502667854124) [@stock_unlock](/creator/x/stock_unlock) 2025-10-06T17:55Z 5690 followers, 1888 engagements "Does this make Uber's growth rates a lot more durable Gross bookings have increased at a XX% CAGR for the past five years even without the tailwind from AVs $UBER" [X Link](https://x.com/stock_unlock/status/1977767536314696057) [@stock_unlock](/creator/x/stock_unlock) 2025-10-13T16:05Z 5690 followers, 1652 engagements "$TSM "The World's Most Important Company" reports earnings tomorrow Its High Performance Computing segment has grown at a XX% CAGR over the past five years These numbers will just continue to grow at insane rates in this AI environment no" [X Link](https://x.com/stock_unlock/status/1978531318284812616) [@stock_unlock](/creator/x/stock_unlock) 2025-10-15T18:40Z 5690 followers, 2564 engagements "Conclusion There are plenty of ways to get exposure to the huge AI infrastructure buildout that is currently taking place. Many of the companies we discussed today are already established companies with multiple business segments beyond just AI. That allows investors to take part in the upside from growth in the AI-related business (whether that be Amphenols communications solutions segment or AMDs data center segment) while staying away from the pure-play more speculative growth names. If this turns out to be a bubble that might be a good way to avoid big losses. Regardless the best advice" [X Link](https://x.com/stock_unlock/status/1980390329619738997) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T21:47Z 5690 followers, XXX engagements "Our newsletter archive will dramatically improve your investing and includes in-depth stock analysis investing tips and investment education. You can find our newsletter archive here And if you haven't yet make sure to subscribe for FREE to get our future newsletters delivered straight to your inbox" [X Link](https://x.com/stock_unlock/status/1980390332224401642) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T21:47Z 5690 followers, XXX engagements "Brookfield Corp at its Investor Day yesterday: "AI infrastructure is a multi-decade deployment opportunityone that could ultimately become the largest business within our platform" $BN" [X Link](https://x.com/stock_unlock/status/1966198807193858257) [@stock_unlock](/creator/x/stock_unlock) 2025-09-11T17:55Z 5694 followers, 8396 engagements "Bill Ackman on his position in Brookfield Corp: "We estimate Brookfield will grow distributable earnings which is the companys metric for earnings per share at a mid-teens percentage this year before significantly accelerating the growth rate to as much as XX% in 2026" $BN" [X Link](https://x.com/stock_unlock/status/1966561195478995192) [@stock_unlock](/creator/x/stock_unlock) 2025-09-12T17:55Z 5694 followers, 6112 engagements "$FDS FactSet a company providing data for investment research trades at less than 17x forward earnings after today's drop FCF per share has compounded at around X% for the past decade Is the market overestimating how much AI will impact these data first businesses" [X Link](https://x.com/stock_unlock/status/1968749362978373720) [@stock_unlock](/creator/x/stock_unlock) 2025-09-18T18:50Z 5693 followers, 1861 engagements "Which of these two business segments is the most competitively advantaged MSCI's index and S&P Global's indices business both earn EBITDA margins around XX% $MSCI $SPGI" [X Link](https://x.com/stock_unlock/status/1969462813950091738) [@stock_unlock](/creator/x/stock_unlock) 2025-09-20T18:05Z 5693 followers, 3555 engagements "FCF yields for some of the biggest financial data and ratings agencies: $FDS FactSet XXXX% $SPGI S&P Global XXXX% $MSCI MSCI XXXX% $MCO XXXX% Are any of these approaching decent value" [X Link](https://x.com/stock_unlock/status/1970547460394176644) [@stock_unlock](/creator/x/stock_unlock) 2025-09-23T17:55Z 5694 followers, 1467 engagements "New Constellation Software President Mark Miller made an open market stock purchase the day after he was announced as the successor of Mark Leonard Vote of confidence 💥 $CSU.TO" [X Link](https://x.com/stock_unlock/status/1971988204245938645) [@stock_unlock](/creator/x/stock_unlock) 2025-09-27T17:20Z 5694 followers, 2424 engagements "$ANET Arista Networks is arguably one of the best pick-and-shovel plays in the AI infrastructure race Product revenues (e.g. switches used in data centers) have grown at a XX% CAGR over the past X years The stock is up XX% YTD and trades at around 47x forward earnings" [X Link](https://x.com/stock_unlock/status/1973827825498272039) [@stock_unlock](/creator/x/stock_unlock) 2025-10-02T19:10Z 5691 followers, 2135 engagements "$MELI stock is -XX% over the past week and now trades at less than 15x trailing FCF Since 2020 free cash flows have increased from less than $X billion to $XXX billion over the past twelve months Is MercadoLibre becoming interesting again" [X Link](https://x.com/stock_unlock/status/1974166306149523482) [@stock_unlock](/creator/x/stock_unlock) 2025-10-03T17:35Z 5691 followers, 9220 engagements "Berkshire and Constellation Software have both underperformed the S&P XXX by a wide margin over the past year With Buffett and Mark Leonard leaving this year are the best days behind these companies $BRK $CSU.TO" [X Link](https://x.com/stock_unlock/status/1977072959128060292) [@stock_unlock](/creator/x/stock_unlock) 2025-10-11T18:05Z 5694 followers, 1310 engagements "$AMZN Amazon over the past X years: Revenue +108% Operating Cash Flow +137% AWS revenue +186% Advertising revenue +215% Stock price +25% One of the better opportunities out there today" [X Link](https://x.com/stock_unlock/status/1978160122447941818) [@stock_unlock](/creator/x/stock_unlock) 2025-10-14T18:05Z 5691 followers, 30.8K engagements "Constellation Software's stock price has moved more or less hand in hand with its cash flows for more than a decade That has changed in recent months. Is the market getting this one wrong $CSU.TO" [X Link](https://x.com/stock_unlock/status/1978174466883830059) [@stock_unlock](/creator/x/stock_unlock) 2025-10-14T19:02Z 5693 followers, 1755 engagements "$UNH is casually +50% since the August bottom and now trades at around 15x trailing earnings. That is far below its 10-year average (22x) Is UnitedHealth Group still cheap" [X Link](https://x.com/stock_unlock/status/1979235963483402293) [@stock_unlock](/creator/x/stock_unlock) 2025-10-17T17:20Z 5691 followers, 3244 engagements "$NU: "Nu Mxico announced that it has surpassed XX million customers in the country a sign of exponential and consistent growth" That means Nu has increased its Mexico customer count by XX% in less than XX months Is the market underestimating Nu's growth outside of Brazil" [X Link](https://x.com/stock_unlock/status/1980294635751969021) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T15:26Z 5693 followers, 1824 engagements "Networking and Interconnects This immense rising tide of interconnect requirements it's been a great development for us because as the leader in high-speed technology as the proven execution leader in the industry that has put us in a disproportionately favorable position across this market. Amphenols (APH) CEO shared why AI is a huge tailwind to his company at a Citi Research fireside chat last month. That was in the aftermath of Amphenol reporting more than XX% organic growth in its most recent quarter and at the same time guiding for XX% revenue growth in the next quarter. For a business" [X Link](https://x.com/stock_unlock/status/1980390314520261069) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T21:46Z 5691 followers, XX engagements "Semiconductors Beyond just Nvidia other semiconductor designers are among the most important pieces of the digital infrastructure because better chips allow AI to run at increasingly faster speeds. As Sam Altman said earlier this month when OpenAI announced a new partnership with AMD AMDs leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster. Back at AMDs Investor Day in 2022 the company was already speaking highly about the opportunity in data centers. The VP of AMDs Data Center Business Group specifically" [X Link](https://x.com/stock_unlock/status/1980390319322722518) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T21:47Z 5691 followers, XX engagements "$NFLX Netflix truly turned on the free cash flow machine after 2022 What will this chart look like after today's earnings" [X Link](https://x.com/stock_unlock/status/1980701870441263310) [@stock_unlock](/creator/x/stock_unlock) 2025-10-21T18:25Z 5691 followers, XXX engagements "$EVO.ST Evolution AB continues to buy back shares while the stock is trading at less than 13x earnings Over the past two years shares outstanding have been reduced by about XXX% annually Any happy shareholders" [X Link](https://x.com/stock_unlock/status/1970912365135921205) [@stock_unlock](/creator/x/stock_unlock) 2025-09-24T18:05Z 5691 followers, 1060 engagements "$IBKR Interactive Brokers CEO: "I think I could state in general that the appetite for risk has grown. What we like and what we see is that our customers have been trading stock on leverage." If a bubble is in the making is Interactive Brokers a good way to play it" [X Link](https://x.com/stock_unlock/status/1979956962633679047) [@stock_unlock](/creator/x/stock_unlock) 2025-10-19T17:05Z 5691 followers, XXX engagements "$CRM Salesforce over the past X years: Revenue +104% Diluted EPS +169% Free Cash Flow +260% Stock Price -XXX% Opportunity or was Salesforce too expensive in 2020" [X Link](https://x.com/stock_unlock/status/1980320608006336935) [@stock_unlock](/creator/x/stock_unlock) 2025-10-20T17:10Z 5692 followers, 2056 engagements "$APH Amphenol: Sales increased from prior year by XX% driven by strong organic growth in virtually all of our end markets including exceptional organic growth in the IT datacom market" Amphenol's datacom segment grew XX% YoY One of the least discussed AI winners" [X Link](https://x.com/stock_unlock/status/1981034059615883505) [@stock_unlock](/creator/x/stock_unlock) 2025-10-22T16:25Z 5693 followers, XXX engagements "$EVO.ST Ahead of Evolution reporting earnings tomorrow the stock trades at 11x trailing earnings (and a XXX% dividend yield) That's XX% below its 5-year average multiple of around 30x Too risky or a cheap growth stock" [X Link](https://x.com/stock_unlock/status/1981060483538178533) [@stock_unlock](/creator/x/stock_unlock) 2025-10-22T18:10Z 5693 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@stock_unlock Stock UnlockStock Unlock posts on X about over the, cash flow, $csuto, $bn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence over the 8.7%, cash flow #241, $csuto #47, $bn #24, $spgi #47, infrastructure #2103, $mco #53, investment 2.17%, $fds #21, $msci #19
Top accounts mentioned or mentioned by @apollo_21mil @muzzlebuster @irwin_shelern @b_cena56 @stocksavvyshay @bjmtweets @5rivers @gorter_sander @jrbrown47207146 @aklen @shawnmacias_ @exp_philosopher @stopdictatorshi @timvrebbers @teechongyen @jm_investment0
Top assets mentioned Brookfield Corporation (BN) S&P Global Inc (SPGI) Moody's Corporation (MCO) Factset Research Systems, Inc. (FDS) Msci Inc (MSCI) Copart, Inc. (CPRT) QUALCOMM, Inc. (QCOM) APA Corp (US) (APA) Qualys, Inc. Common Stock (QLYS) Dropbox, Inc. (DBX) Exelixis Inc (EXEL) Cheniere Energy Partners, LP. (CQP) Adobe, Inc. (ADBE) GoDaddy, Inc. (GDDY) ContentBox (BOX) Oklo Inc. (OKLO) 4 (FOUR) Advanced Drainage Systems, Inc. (WMS) Alibaba Group (BABA) Uber Technologies, Inc. (UBER) Taiwan Semiconductor (TSM) Arista Networks Inc (ANET) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) UnitedHealth Group (UNH) NuCypher (NU) Netflix Inc (NFLX) Interactive Brokers Group, Inc. (IBKR) Salesforce Inc (CRM) Cream (CRM) Amphenol Corporation (APH)
Top posts by engagements in the last XX hours
"4 Quality Companies at 52-week lows A thread X. Copart $CPRT 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/E: 27.0x"
X Link @stock_unlock 2025-09-25T18:58Z 5691 followers, 3206 engagements
"10 stocks with 5-year CAGR free cash flow growth XX% + trading at less than 20x FCF: $ADBE $APA $QLYS $DBX $EXEL $GDDY $QCOM $BOX $CQP $ATEN Which ones stand out"
X Link @stock_unlock 2025-08-13T18:45Z 5687 followers, 1853 engagements
"One of Canada's best capital allocators is trading at less than 18x forward earnings Couche-Tard stock is also flat over the past two years With the 7-Eleven news in the rearview mirror is this a good deal $ATD.TO"
X Link @stock_unlock 2025-09-01T19:10Z 5690 followers, 1068 engagements
"2. Constellation Software $CSU.TO 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/FCF: 24.2x"
X Link @stock_unlock 2025-09-25T18:58Z 5691 followers, XXX engagements
"Constellation Software's current XX% drawdown has the stock trading at less than 25x free cash flow In Constellation's last XX% drawdown the stock bottomed at 23x FCF and rallied XXX% between June 2022 and May this year Will this drawdown look similar $CSU.TO"
X Link @stock_unlock 2025-09-26T18:25Z 5691 followers, 1837 engagements
"Moody's and S&P Global are both trading below their 5-year average EV/EBIT multiples and similar levels as in 2022 While still not cheap is this decent value for two of the most competitively advantaged businesses in the world $MCO $SPGI"
X Link @stock_unlock 2025-10-05T17:20Z 5690 followers, 1112 engagements
"$BN Brookfield acquires the remaining portion of Oaktree Capital that it did not already own Howard Marks: "Our partnership with Brookfield has been a great success built on shared values of disciplined investing long-term thinking and integrity.""
X Link @stock_unlock 2025-10-13T12:28Z 5690 followers, 3300 engagements
"$OKLO is now $XX billion business with X revenue One of the wildest charts out there"
X Link @stock_unlock 2025-10-15T16:20Z 5688 followers, 3355 engagements
"$BN Bruce Flatt at Brookfield's Investor Day: "On AI you've seen our slides. This is a $X trillion opportunity. We're ideally suited because of our power our compute infrastructure our real estate businesses to participate in this." Is Brookfield one of the least discussed AI winners"
X Link @stock_unlock 2025-10-16T18:25Z 5690 followers, 11.2K engagements
"$FOUR Shift4 trades at its lowest valuation multiple since becoming EBIT profitable in 2021 EV/EBIT (trailing): 19.5x Is Shift4 cheap"
X Link @stock_unlock 2025-10-18T17:40Z 5688 followers, 1496 engagements
"Good Investing Is Boring George Soros once said Here are X boring quality businesses at reasonable prices: A thread X. Advanced Drainage Systems $WMS Free Cash Flow Growth (5Y): XXXX% ROIC: XXXX% Forward P/E: 16.3x"
X Link @stock_unlock 2025-04-14T19:06Z 5690 followers, 32.9K engagements
"While Alibaba is +121% YTD and valued at around 21x earnings both JD and Pinduoduo trade at less than 14x earnings For the China bulls out there will the others catch up to Alibaba at some point $JD $PDD $BABA"
X Link @stock_unlock 2025-10-06T17:55Z 5690 followers, 1888 engagements
"Does this make Uber's growth rates a lot more durable Gross bookings have increased at a XX% CAGR for the past five years even without the tailwind from AVs $UBER"
X Link @stock_unlock 2025-10-13T16:05Z 5690 followers, 1652 engagements
"$TSM "The World's Most Important Company" reports earnings tomorrow Its High Performance Computing segment has grown at a XX% CAGR over the past five years These numbers will just continue to grow at insane rates in this AI environment no"
X Link @stock_unlock 2025-10-15T18:40Z 5690 followers, 2564 engagements
"Conclusion There are plenty of ways to get exposure to the huge AI infrastructure buildout that is currently taking place. Many of the companies we discussed today are already established companies with multiple business segments beyond just AI. That allows investors to take part in the upside from growth in the AI-related business (whether that be Amphenols communications solutions segment or AMDs data center segment) while staying away from the pure-play more speculative growth names. If this turns out to be a bubble that might be a good way to avoid big losses. Regardless the best advice"
X Link @stock_unlock 2025-10-20T21:47Z 5690 followers, XXX engagements
"Our newsletter archive will dramatically improve your investing and includes in-depth stock analysis investing tips and investment education. You can find our newsletter archive here And if you haven't yet make sure to subscribe for FREE to get our future newsletters delivered straight to your inbox"
X Link @stock_unlock 2025-10-20T21:47Z 5690 followers, XXX engagements
"Brookfield Corp at its Investor Day yesterday: "AI infrastructure is a multi-decade deployment opportunityone that could ultimately become the largest business within our platform" $BN"
X Link @stock_unlock 2025-09-11T17:55Z 5694 followers, 8396 engagements
"Bill Ackman on his position in Brookfield Corp: "We estimate Brookfield will grow distributable earnings which is the companys metric for earnings per share at a mid-teens percentage this year before significantly accelerating the growth rate to as much as XX% in 2026" $BN"
X Link @stock_unlock 2025-09-12T17:55Z 5694 followers, 6112 engagements
"$FDS FactSet a company providing data for investment research trades at less than 17x forward earnings after today's drop FCF per share has compounded at around X% for the past decade Is the market overestimating how much AI will impact these data first businesses"
X Link @stock_unlock 2025-09-18T18:50Z 5693 followers, 1861 engagements
"Which of these two business segments is the most competitively advantaged MSCI's index and S&P Global's indices business both earn EBITDA margins around XX% $MSCI $SPGI"
X Link @stock_unlock 2025-09-20T18:05Z 5693 followers, 3555 engagements
"FCF yields for some of the biggest financial data and ratings agencies: $FDS FactSet XXXX% $SPGI S&P Global XXXX% $MSCI MSCI XXXX% $MCO XXXX% Are any of these approaching decent value"
X Link @stock_unlock 2025-09-23T17:55Z 5694 followers, 1467 engagements
"New Constellation Software President Mark Miller made an open market stock purchase the day after he was announced as the successor of Mark Leonard Vote of confidence 💥 $CSU.TO"
X Link @stock_unlock 2025-09-27T17:20Z 5694 followers, 2424 engagements
"$ANET Arista Networks is arguably one of the best pick-and-shovel plays in the AI infrastructure race Product revenues (e.g. switches used in data centers) have grown at a XX% CAGR over the past X years The stock is up XX% YTD and trades at around 47x forward earnings"
X Link @stock_unlock 2025-10-02T19:10Z 5691 followers, 2135 engagements
"$MELI stock is -XX% over the past week and now trades at less than 15x trailing FCF Since 2020 free cash flows have increased from less than $X billion to $XXX billion over the past twelve months Is MercadoLibre becoming interesting again"
X Link @stock_unlock 2025-10-03T17:35Z 5691 followers, 9220 engagements
"Berkshire and Constellation Software have both underperformed the S&P XXX by a wide margin over the past year With Buffett and Mark Leonard leaving this year are the best days behind these companies $BRK $CSU.TO"
X Link @stock_unlock 2025-10-11T18:05Z 5694 followers, 1310 engagements
"$AMZN Amazon over the past X years: Revenue +108% Operating Cash Flow +137% AWS revenue +186% Advertising revenue +215% Stock price +25% One of the better opportunities out there today"
X Link @stock_unlock 2025-10-14T18:05Z 5691 followers, 30.8K engagements
"Constellation Software's stock price has moved more or less hand in hand with its cash flows for more than a decade That has changed in recent months. Is the market getting this one wrong $CSU.TO"
X Link @stock_unlock 2025-10-14T19:02Z 5693 followers, 1755 engagements
"$UNH is casually +50% since the August bottom and now trades at around 15x trailing earnings. That is far below its 10-year average (22x) Is UnitedHealth Group still cheap"
X Link @stock_unlock 2025-10-17T17:20Z 5691 followers, 3244 engagements
"$NU: "Nu Mxico announced that it has surpassed XX million customers in the country a sign of exponential and consistent growth" That means Nu has increased its Mexico customer count by XX% in less than XX months Is the market underestimating Nu's growth outside of Brazil"
X Link @stock_unlock 2025-10-20T15:26Z 5693 followers, 1824 engagements
"Networking and Interconnects This immense rising tide of interconnect requirements it's been a great development for us because as the leader in high-speed technology as the proven execution leader in the industry that has put us in a disproportionately favorable position across this market. Amphenols (APH) CEO shared why AI is a huge tailwind to his company at a Citi Research fireside chat last month. That was in the aftermath of Amphenol reporting more than XX% organic growth in its most recent quarter and at the same time guiding for XX% revenue growth in the next quarter. For a business"
X Link @stock_unlock 2025-10-20T21:46Z 5691 followers, XX engagements
"Semiconductors Beyond just Nvidia other semiconductor designers are among the most important pieces of the digital infrastructure because better chips allow AI to run at increasingly faster speeds. As Sam Altman said earlier this month when OpenAI announced a new partnership with AMD AMDs leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster. Back at AMDs Investor Day in 2022 the company was already speaking highly about the opportunity in data centers. The VP of AMDs Data Center Business Group specifically"
X Link @stock_unlock 2025-10-20T21:47Z 5691 followers, XX engagements
"$NFLX Netflix truly turned on the free cash flow machine after 2022 What will this chart look like after today's earnings"
X Link @stock_unlock 2025-10-21T18:25Z 5691 followers, XXX engagements
"$EVO.ST Evolution AB continues to buy back shares while the stock is trading at less than 13x earnings Over the past two years shares outstanding have been reduced by about XXX% annually Any happy shareholders"
X Link @stock_unlock 2025-09-24T18:05Z 5691 followers, 1060 engagements
"$IBKR Interactive Brokers CEO: "I think I could state in general that the appetite for risk has grown. What we like and what we see is that our customers have been trading stock on leverage." If a bubble is in the making is Interactive Brokers a good way to play it"
X Link @stock_unlock 2025-10-19T17:05Z 5691 followers, XXX engagements
"$CRM Salesforce over the past X years: Revenue +104% Diluted EPS +169% Free Cash Flow +260% Stock Price -XXX% Opportunity or was Salesforce too expensive in 2020"
X Link @stock_unlock 2025-10-20T17:10Z 5692 followers, 2056 engagements
"$APH Amphenol: Sales increased from prior year by XX% driven by strong organic growth in virtually all of our end markets including exceptional organic growth in the IT datacom market" Amphenol's datacom segment grew XX% YoY One of the least discussed AI winners"
X Link @stock_unlock 2025-10-22T16:25Z 5693 followers, XXX engagements
"$EVO.ST Ahead of Evolution reporting earnings tomorrow the stock trades at 11x trailing earnings (and a XXX% dividend yield) That's XX% below its 5-year average multiple of around 30x Too risky or a cheap growth stock"
X Link @stock_unlock 2025-10-22T18:10Z 5693 followers, XXX engagements
/creator/twitter::stock_unlock