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# ![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304883350730047493.png) @wolfofharcourt Wolf of Harcourt Street

Wolf of Harcourt Street posts on X about $meli, $se, $adyen, $nu the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1304883350730047493/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +9.50%
- X Months XXXXXXXXX +7.40%
- X Year XXXXXXXXX +22%

### Mentions: XX [#](/creator/twitter::1304883350730047493/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -X%
- X Months XXXXX +21%
- X Year XXXXX +36%

### Followers: XXXXXX [#](/creator/twitter::1304883350730047493/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:followers.svg)

- X Week XXXXXX +0.42%
- X Month XXXXXX +4.50%
- X Months XXXXXX +19%
- X Year XXXXXX +48%

### CreatorRank: XXXXXXX [#](/creator/twitter::1304883350730047493/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1304883350730047493/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [agencies](/list/agencies)  #196 [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$meli](/topic/$meli) #53, [$se](/topic/$se) #5, [$adyen](/topic/$adyen) #6, [$nu](/topic/$nu) #12, [$rbrk](/topic/$rbrk) #27, [$uber](/topic/$uber) #87, [$amzn](/topic/$amzn) #397, [$asml](/topic/$asml) #95, [asml](/topic/asml) #164, [brazil](/topic/brazil) XXXX%

**Top accounts mentioned or mentioned by**
[@davey_juice](/creator/undefined) [@gabgrowth](/creator/undefined) [@daveyjuice](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@theraymyers](/creator/undefined) [@dwessel35](/creator/undefined) [@kairospraxis](/creator/undefined) [@macaronicapital](/creator/undefined) [@globalstockpick](/creator/undefined) [@exceed_invest](/creator/undefined) [@cousinbalin](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@returnsjourney](/creator/undefined) [@fedexsti](/creator/undefined) [@meeijer](/creator/undefined) [@lukacapital](/creator/undefined) [@michelben69](/creator/undefined) [@justuravgstonk](/creator/undefined) [@fintegrate](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [NuCypher (NU)](/topic/$nu) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Wise (WISE)](/topic/$wise) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Texas Instruments (TXN)](/topic/$txn) [Shopify Inc (SHOP)](/topic/$shop) [Netflix Inc (NFLX)](/topic/$nflx) [Alibaba Group (BABA)](/topic/$baba) [Klarna Group (KLAR)](/topic/klarna) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Axon Enterprise, Inc. (AXON)](/topic/$axon)
### Top Social Posts [#](/creator/twitter::1304883350730047493/posts)
---
Top posts by engagements in the last XX hours

"If Waymo truly plans to never compete with $UBER and instead sees them as a long-term partner thats enormously bullish"  
[X Link](https://x.com/wolfofharcourt/status/1977699243084173737) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-13T11:33Z 18.7K followers, 20.8K engagements


"$MELI is testing the waters in Brazils multi-billion-dollar online pharma market $MELI acquired a local drugstore a legal requirement to sell medicines online and will use it to pilot the model before expanding. Unlike traditional chains $MELI doesnt plan to run a nationwide pharmacy network. Instead the goal is to let small and medium drugstores sell through its platform improving access and modernizing a heavily regulated sector. "The pharmaceutical sector is the only one in Brazil that we do not operate in. It's a sector where we see potential for improvement in access. We want to be a"  
[X Link](https://x.com/wolfofharcourt/status/1976591376092717097) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T10:11Z 18.7K followers, 16.2K engagements


"Possible reasons behind $SE XX% selloff yesterday: X. At a Barclays event an exec answered a theoretical worst-case question on margins saying theyd be flat (with GMV still rising) in that unlikely scenario. The context was lost and rumors spread that margins would be flat in reality. Credit @WaterworldCapi1 for sharing this (cant retweet as the account is private). X. Separate chatter suggests Shopee could be entering Argentina which may explain why $MELI also dropped on the day. Neither of these in my view justify a XX% selloff. Markets often react first and clarify later"  
[X Link](https://x.com/wolfofharcourt/status/1978749984544792708) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T09:08Z 18.7K followers, 19.4K engagements


"$MELI Maintained at Positive by Susquehanna PT cut to $2900 from $2975"  
[X Link](https://x.com/wolfofharcourt/status/1978045827747901769) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T10:30Z 18.7K followers, 5676 engagements


"@capitalatrisk23 @KoyfinCharts Nice way to frame it $ADYEN helps lower the overall TCO which adds real value"  
[X Link](https://x.com/wolfofharcourt/status/1972803803125891218) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T23:20Z 18.7K followers, XXX engagements


"@LukaCapital @financialit_net @Adyen Great find thank you 👍"  
[X Link](https://x.com/wolfofharcourt/status/1978227240958652877) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T22:31Z 18.7K followers, XX engagements


"$SE revenue consensus keeps climbing this year: 2025: $19.9B $21.8B 🟢 2026: $23.1B $26.7B 🟢 2027: $26.5B $31.0B 🟢 Stock: +80% YTD. Momentum backed by fundamentals"  
[X Link](https://x.com/wolfofharcourt/status/1975889141109022749) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T11:40Z 18.7K followers, 9910 engagements


"$ASML Maintained at Overweight by JP Morgan PT raised to 1000 from 822"  
[X Link](https://x.com/wolfofharcourt/status/1975459239658463712) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-07T07:12Z 18.7K followers, 4882 engagements


"$NU CEO David Vlez on Norges Banks podcast He shares how AI could transform banking bringing personalised financial services straight to customers pockets and cutting across traditional banking verticals"  
[X Link](https://x.com/wolfofharcourt/status/1977324167419818005) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-12T10:43Z 18.7K followers, 7818 engagements


"Few founder-CEOs build $100B+ companies over decades. Bezos $AMZN. Gates $MSFT. Huang $NVDA. Hastings $NFLX. Add @marcos_galperin $MELI has grown into a $122B LatAm powerhouse proving the compounding power of founder-led vision"  
[X Link](https://x.com/wolfofharcourt/status/1972641595972579583) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T12:36Z 18.7K followers, 3370 engagements


"$MELI JP Morgan trims $MELI PT to $2600 from $2700 keeps Neutral The note is bullish on $SE seeing Shopee gaining ground in Brazil. While Shopees GMV is XX% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"  
[X Link](https://x.com/wolfofharcourt/status/1974449075149038011) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T12:18Z 18.7K followers, 19.1K engagements


"The sophistication of cyberattacks right now is insane. A new malware SorvePotel is exploiting WhatsApp Web to infect Windows systems posing a real threat to corporate networks. Researchers at Trend Micro found it spreads automatically through the desktop version of WhatsApp with a big focus on Brazilian users. Unlike typical malware that goes after data or ransom SorvePotel prioritizes speed and spread delivering a malicious ZIP file that only opens on desktop. Cyberattacks are inevitable resilience is essential. Very bullish $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1974433860206342312) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T11:18Z 18.7K followers, 3245 engagements


"Why I sold Texas Instruments"  
[X Link](https://x.com/wolfofharcourt/status/1975896092425515045) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T12:08Z 18.7K followers, 1414 engagements


"$MELI continues to dominate cross-border ecommerce in Argentina A new MIDTerm report by CACE & Kantar shows: X% of Argentines made their first international digital purchase in 2025 $MELI leads with XX% share especially in tech & fashion Trailing behind: $BABA: XX% $AMZN: XX% Temu: XX% Shein: X% Despite aggressive newcomers $MELI remains the undisputed leader"  
[X Link](https://x.com/wolfofharcourt/status/1974027878867350016) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-03T08:24Z 18.7K followers, 22.5K engagements


"$RBRK revenue consensus since the start of the year: FY 26: $1.10B $1.23B 🟢 FY 27: $1.38B $1.54B 🟢 FY 28: $1.77B $1.93B 🟢 Textbook beat and raise formula from management all year"  
[X Link](https://x.com/wolfofharcourt/status/1978365979731075492) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T07:43Z 18.7K followers, 3467 engagements


"Wild stat from @TechCrunch - South Korea has had a major cybersecurity incident every month this year. Cybersecurity isnt a trend its a long-term necessity. Long $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1974723858700918795) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T06:30Z 18.7K followers, 3417 engagements


"$ADYEN teams up with Simons Canadas oldest family-owned retailer to bring Klarna AliPay & WeChat to checkout. Powering payments across XX stores and e-commerce $ADYEN links all channels for flexible payments & deeper customer insights"  
[X Link](https://x.com/wolfofharcourt/status/1971154046523408824) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-25T10:05Z 18.7K followers, 2685 engagements


"JPM heard the $SE rumours and believes they are FUD too"  
[X Link](https://x.com/wolfofharcourt/status/1978785149337718840) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T11:28Z 18.7K followers, 3465 engagements


"$NU continues to expand its ecosystem $NU upgraded its mobile plans under NuCel offering: 25GB for R$45 30GB for R$60 40GB for R$70 All data usable on any app and existing users are automatically upgraded to the best offer. No promo tricks just transparency"  
[X Link](https://x.com/wolfofharcourt/status/1974412685346496634) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T09:54Z 18.7K followers, 4532 engagements


"$ADYEN +5% today no news that I can find. Maybe the market just realised that XX% of payments in Europe are still cash"  
[X Link](https://x.com/wolfofharcourt/status/1973703984792981840) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-02T10:57Z 18.7K followers, 5233 engagements


"$ASML Jefferies cuts to Hold from Buy PT XXX Forecasts the wafer fabrication equipment market to decline X% in 2026 against consensus expecting double-digit growth leading to a X% sales decline for $AMSL well below XX% growth in consensus expectations. Bold forecast"  
[X Link](https://x.com/wolfofharcourt/status/1938132962522108233) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-06-26T07:11Z 18.7K followers, 3116 engagements


"I sold $TXN this week. +22% gain but it cost me XX% in opportunity. Heres why I exited what I learned and how it shapes my portfolio going forward 👇"  
[X Link](https://x.com/wolfofharcourt/status/1975896090064159104) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T12:08Z 18.7K followers, 7180 engagements


"$ADYEN and Cloudflare $NET team up to enable agentic commerce Theyre adopting a new protocol Web Bot Auth developed by Cloudflare and Visa. This standard helps vendors verify trusted AI shopping agents while keeping checkout seamless for consumers"  
[X Link](https://x.com/wolfofharcourt/status/1978718269768180014) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T07:02Z 18.7K followers, 3045 engagements


"@BpackInvestor I don't think so $NU would have reacted but that wasn't the case"  
[X Link](https://x.com/wolfofharcourt/status/1978775029404885049) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T10:48Z 18.7K followers, XX engagements


"🚨 Indonesia has suspended TikToks registration after it failed to meet data-sharing rules Authorities cited links between TikTok Live and online gambling during recent protests. Extremely bullish for $SE. Shopee now has free rein in live shopping"  
[X Link](https://x.com/wolfofharcourt/status/1974383267576230188) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T07:57Z 18.7K followers, 6451 engagements


"$RBRK is one of the most attractive high-growth software businesses on the market today"  
[X Link](https://x.com/wolfofharcourt/status/1972997783369224220) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-30T12:11Z 18.7K followers, 9179 engagements


"@GabrielGamrat I think it'll be a similar case of the Shopify and OpenAI announcement in the US. The real value is who controls the back end not the front end"  
[X Link](https://x.com/wolfofharcourt/status/1978988268570947878) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-17T00:55Z 18.7K followers, XXX engagements


"$MELI is entering a new chapter. Founder @marcos_galperin begun succession planning three years ahead of January 2026. Heres what this means for $MELI and how the company is preparing for life after its founder 👇"  
[X Link](https://x.com/wolfofharcourt/status/1978061492600926286) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T11:33Z 18.7K followers, 8665 engagements


"$ASML Earnings Preview $ASML reports Q3 2025 results tomorrow morning. Consensus expects: Revenue: 7.73B (+4% YoY) EPS: XXXX (+2%) As always all eyes will be on net bookings which tend to be volatile quarter to quarter"  
[X Link](https://x.com/wolfofharcourt/status/1978079481261871483) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T12:44Z 18.7K followers, 5083 engagements


"There have been plenty of cyber breaches lately that highlight why a company like $RBRK matters but this one might be the most bullish of all. South Koreas government just lost XXX TB of data permanently because they didnt have a service like $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1976168956441526432) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-09T06:12Z 18.7K followers, 7839 engagements


"$ADYEN response to the Fed on fraud prevention in the AI era is worth a read"  
[X Link](https://x.com/wolfofharcourt/status/1972570920729653566) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T07:55Z 18.7K followers, 4916 engagements


"Mexicos banking landscape is changing fast. The share of multibank customers jumped from XX% in 2022 to XX% in 2024 (VML The Cocktail). Top entities by shared customers: X. BBVA: XX% X. $MELI Pago: XX% X. Banco Azteca: XX% X. Spin by OXXO: XX% X $NU: XX% Within ATMs BBVA remains #1 but $MELI Pago is now #2 a fintech that didnt even appear in the 2022 study. Three of the top five ( $MELI Pago Spin $NU) are fintechs"  
[X Link](https://x.com/wolfofharcourt/status/1975121730860654797) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-06T08:51Z 18.7K followers, 5893 engagements


"@DWessel35 Whats your thesis"  
[X Link](https://x.com/wolfofharcourt/status/1974785252708213054) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T10:34Z 18.7K followers, XXX engagements


"This weeks earnings Portfolio $ASML Watching $TSM Another earnings season is upon us already"  
[X Link](https://x.com/wolfofharcourt/status/1977313379988763000) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-12T10:00Z 18.7K followers, 4026 engagements


"$NU has been named Best Digital Bank globally by Finovate The reward is recognition of $NU customer-first approach innovative tech and mission to make finance more accessible"  
[X Link](https://x.com/wolfofharcourt/status/1966050621649465581) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-11T08:06Z 18.7K followers, 3782 engagements


"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 2026 earnings call"  
[X Link](https://x.com/wolfofharcourt/status/1973700707506405843) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-02T10:44Z 18.7K followers, 2672 engagements


"Over the years the Uber Eats app alone has saved consumers more than XXXX million hours each year - Alex Troughton $UBER regional general manager of grocery and retail for EMEA and UK Convenience is no longer a luxury its an expectation"  
[X Link](https://x.com/wolfofharcourt/status/1978049507159105969) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T10:45Z 18.7K followers, 2389 engagements


"$MELI revenue consensus since the start of the year: 2025: $25.7B $28.2B 🟢 2026: $31.2B $35.7B 🟢 2027: $37.4B $43.4B 🟢 Wall Street keeps underestimating this business year after year which is great news for those of us doing the work"  
[X Link](https://x.com/wolfofharcourt/status/1976218451271450762) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-09T09:29Z 18.7K followers, 12.9K engagements


"@BenMartin661251 $AXON would be interesting sub $600"  
[X Link](https://x.com/wolfofharcourt/status/1978625835658543170) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T00:55Z 18.7K followers, XXX engagements


"$V is piloting stablecoin prefunding through Visa Direct connecting 11B+ cards bank accounts and wallets. Its testing stablecoins as a new funding source to speed up global payouts and unlock liquidity. I dont know how stablecoins play out but $V will be a big player"  
[X Link](https://x.com/wolfofharcourt/status/1975142892567155054) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-06T10:15Z 18.7K followers, 3413 engagements


"@contextinvestor @dming One good example I have is $FVRR. Look how much revenue growth has slowed and they also announced XX% lay offs last month"  
[X Link](https://x.com/wolfofharcourt/status/1974489018701316578) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T14:57Z 18.7K followers, XXX engagements


"@GlobalStockPick $NU using the $WISE rails in LatAm also"  
[X Link](https://x.com/wolfofharcourt/status/1974792867148341566) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T11:04Z 18.7K followers, XXX engagements


"Big milestone for $SE in Brazil Shopee is now the official store for Ford Motorcraft parts. Ford joins over 1000 major brands in Shopees Official Stores section as well as the recently launched Mechanics Club a collection of automotive companies that have seen a XXX% increase in searches and an XX% rise in sales over the past year. This partnership shows Shopees continued push upmarket into higher-value categories expanding beyond everyday consumer goods into automotive parts and accessories"  
[X Link](https://x.com/wolfofharcourt/status/1978402356116222161) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T10:07Z 18.7K followers, 4976 engagements


"@investingbyGenZ $MELI has been gradually driving down shipping fees this is a deliberate long-term strategy"  
[X Link](https://x.com/wolfofharcourt/status/1975827028244111642) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T07:34Z 18.7K followers, XXX engagements


"When $AMZN entered Latin America in 2013 $MELI board debated shutting down Mexico. The safe move was retreat. Instead they 7xd marketing spend. Their message: Every square metre of Latin America will cost you. What a banger of a quote"  
[X Link](https://x.com/wolfofharcourt/status/1978423482728800360) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T11:31Z 18.7K followers, 8798 engagements


"$UBER is piloting digital tasks a new way for drivers to earn Beyond rides and deliveries select drivers can soon get paid for things like uploading photos to train AI models or submitting multilingual documents. Tested in India rolling out to the US later this year"  
[X Link](https://x.com/wolfofharcourt/status/1979462457010852327) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T08:20Z 18.7K followers, 9167 engagements


"$SE Shopee Doubles Down on Brazil Shopee has opened its 14th distribution center in Brazil part of a push to cut delivery times and strengthen its local seller network. Since entering the market in 2019 Shopee has built one of Brazils fastest-growing e-commerce infrastructures key to competing with $MELI and $AMZN who continue pouring capital into regional infrastructure. By decentralizing operations and adding more hubs Shopee aims to improve fulfillment speed boost last-mile efficiency and expand reach for small and mid-sized merchants"  
[X Link](https://x.com/wolfofharcourt/status/1975532372855824788) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-07T12:03Z 18.7K followers, 7472 engagements


"WOW 🚨 $SE Free Fire just became the top-grossing mobile shooter in the US US gamers now spend more on Free Fire than Call of Duty Mobile fueled by anime + Netflix tie-ins In July it leapt X spots to #6 overall in mobile sales lifting US mobile spend +7% (Source: Circana)"  
[X Link](https://x.com/wolfofharcourt/status/1961701516055842955) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-08-30T08:04Z 18.7K followers, 13K engagements


"$ABNB biggest problem is a lack of focus. These buzzwords are all well and good but do travellers really want another social network"  
[X Link](https://x.com/wolfofharcourt/status/1976905062774718583) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-11T06:57Z 18.7K followers, 6288 engagements


"$SE Free Fire teams up with Soul Land a hit Chinese anime watched by millions This adds to its long list of collabs with global stars pop culture icons and top series. In gaming IP is king and with AI lowering barriers $SE is still sitting on a cash cow"  
[X Link](https://x.com/wolfofharcourt/status/1971172126347657279) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-25T11:17Z 18.7K followers, 2657 engagements


"Update: A week later and Asahis systems are still down forcing them to ship beer MANUALLY I don't own enough $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1974792244789182474) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T11:02Z 18.7K followers, 11.2K engagements


"$ASML Q3 2025 Earnings are OUT Revenue: 7.52B +1%% YoY (Est 7.73B 🔴) EPS: XXXX +4% YoY (Est XXXX 🟢) Full earnings review will be covered in the newsletter this week"  
[X Link](https://x.com/wolfofharcourt/status/1978338461288481204) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T05:53Z 18.7K followers, 4291 engagements


"$MELI The Succession"  
[X Link](https://x.com/wolfofharcourt/status/1978061495196930512) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T11:33Z 18.7K followers, 1930 engagements


"$ADYEN S&P Global projects net revenue growth to accelerate in 2026"  
[X Link](https://x.com/wolfofharcourt/status/1978390165497507970) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T09:19Z 18.7K followers, 3506 engagements


"Some thoughts on the new $SHOP and OpenAI partnership bringing commerce directly to ChatGPT. The market is buzzing over how AI might reshape shopping by letting users discover and buy through conversation. But $AMZN's unmatched distribution and fulfillment network remain untouched. $AMZN has spent decades building global infrastructure: warehouses automation robotics logistics tech. This allows ultra-fast deliveries seamless returns and customer support that others cant match at scale. Even if AI front ends like ChatGPT streamline discovery and intent the back end still runs through $AMZN's"  
[X Link](https://x.com/wolfofharcourt/status/1974811830800556286) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T12:20Z 18.7K followers, 4748 engagements


"@omkar_jagdale Exactly $NU cited similar reasons when they pulled out a year or so earlier. I'd be surprised to see $SE go back into Argentina this soon"  
[X Link](https://x.com/wolfofharcourt/status/1978756288017260879) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T09:33Z 18.7K followers, XXX engagements


"$UBER Sydney Airport PIN System Goes Permanent After a successful 12-month trial $Uber PIN matching tech is now permanent at Sydney Airport. ✅ XX% faster pickups ✅ XX% less driver idle time ✅ XX% higher satisfaction Sydney Airport saw over XX million passengers in 2024"  
[X Link](https://x.com/wolfofharcourt/status/1975826213542433179) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T07:30Z 18.7K followers, 2814 engagements


"@KairosPraxis Also EV is a bad metric for $ADYEN because it includes all the cash it holds on behalf of merchants"  
[X Link](https://x.com/wolfofharcourt/status/1973305085209055349) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-01T08:32Z 18.7K followers, XXX engagements


"@StockMarketNerd $MELI"  
[X Link](https://x.com/wolfofharcourt/status/1977734082218885389) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-13T13:52Z 18.7K followers, 6743 engagements


"$NVDA advertising in the $UBER app. I don't own enough $UBER"  
[X Link](https://x.com/wolfofharcourt/status/1978806738187895229) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T12:54Z 18.7K followers, 15.4K engagements


"Very interesting interview from Alan Meyer VP of $MELI Marketplace for the Andean Region a part of $MELI that rarely gets attention given its smaller scale compared to Brazil Mexico and Argentina. This year we expected to grow XX% in Peru but we are already close to 50%. While Peru remains a smaller operation (about one-tenth the size of Chile) its expanding at a much faster pace and has significant development potential. The key challenge is SME digitization. In Chile over 30000 small and medium businesses sell on $MELI compared to just 2000 in Peru. As Meyer puts it: We have the technology"  
[X Link](https://x.com/wolfofharcourt/status/1976260508224545249) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-09T12:16Z 18.7K followers, 15.8K engagements


"Portfolio Review - September 2025 $MELI $META $SE $AMZN $NU $ADYEN $ASML $MSFT $ABBV $EVO $RBRK $UBER $INPST $V $TXN $NIO Three positions I added to Q3 and YTD performance and current buy list. Full review👇"  
[X Link](https://x.com/wolfofharcourt/status/1973359204430946357) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-01T12:07Z 18.7K followers, 8410 engagements


"$NU Investment Thesis After spending the past six months researching the company here is my take on $NU If you find the content valuable a RETWEET really helps 🙏 Link below 👇"  
[X Link](https://x.com/wolfofharcourt/status/1806297675484037517) [@wolfofharcourt](/creator/x/wolfofharcourt) 2024-06-27T12:04Z 18.7K followers, 126.3K engagements


"When money was free $SE could burn billions chasing growth. Now that eras over and thats bullish for those who made it through"  
[X Link](https://x.com/wolfofharcourt/status/1976565798132232697) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T08:29Z 18.7K followers, 5122 engagements


"$MELI is turning up the heat in Brazil Starting Oct XX subscribers get free same-day shipping on orders over R$19. In June $MELI made its biggest move in X years by cutting the free shipping threshold from R$79 to R$19. Four new fulfillment centers are coming by end-2025"  
[X Link](https://x.com/wolfofharcourt/status/1975822055024271477) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T07:14Z 18.7K followers, 10.3K engagements


"@frenkeltel It would appear highly unlikely that competitors have been able to replicate the $WISE plumbing infrastructure in the background without anyone noticing. As you mention speed convenience and lowest cost is all that will matter in the long run"  
[X Link](https://x.com/wolfofharcourt/status/1974793495480320033) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T11:07Z 18.7K followers, XXX engagements


"$RBRK named a leader in IDC MarketScape for worldwide cyber recovery. Further external validation of the strength of the $RBRK thesis"  
[X Link](https://x.com/wolfofharcourt/status/1977664704773497241) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-13T09:16Z 18.7K followers, 5690 engagements


"$V trades at 27x forward earnings $ADYEN at 35x. Which one delivers stronger returns over the next X years"  
[X Link](https://x.com/wolfofharcourt/status/1972624866726809738) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T11:29Z 18.7K followers, 10.5K engagements


"Happy Easter to all that celebrate If you are enjoying some chocolate there is a good chance its owned by one of the below 🍫 $MDLZ $NESN.SW $UA $GIS $HSY"  
[X Link](https://x.com/wolfofharcourt/status/1645020536588898304) [@wolfofharcourt](/creator/x/wolfofharcourt) 2023-04-09T11:07Z 18.7K followers, 3623 engagements


"$WISE is in a XX% drawdown. The market seems to be reacting to Stripes new multicurrency features which let businesses hold and manage funds in different currencies with no FX fees. Anyone bullish or bearish"  
[X Link](https://x.com/wolfofharcourt/status/1974778743848833484) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T10:08Z 18.7K followers, 9076 engagements


"$UBER Guggenheim initiates coverage with a Buy rating and $XXX PT They cite $UBER edge in scale tech and brand as key advantages in the evolving mobility market. Guggenheim sees AVs making up XX% of U.S. rideshare by 2035 with $UBER well-positioned to benefit. They also highlight renewed Delivery momentum expecting sustained double-digit growth even as Rides remains the core driver"  
[X Link](https://x.com/wolfofharcourt/status/1978738347934928983) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T08:22Z 18.7K followers, 7720 engagements


"Bad day to have almost XX% of your portfolio in $MELI and $SE Good day to have a X% cash position 🛒"  
[X Link](https://x.com/wolfofharcourt/status/1978591174396121461) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T22:37Z 18.7K followers, 14.6K engagements


"Proper scuttlebutt due diligence $AMZN"  
[X Link](https://x.com/wolfofharcourt/status/1975078117392949717) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-06T05:58Z 18.7K followers, 6016 engagements


"Hard to believe how much money is packed into a single data center. Hundreds of millions in assets all needing insurance. Huge market emerging here"  
[X Link](https://x.com/wolfofharcourt/status/1977242444686377196) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-12T05:18Z 18.7K followers, 5509 engagements