# ![@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, $nu, $adyen, $amzn the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] +77%
- [--] Month [-------] +278%
- [--] Months [---------] +11%
- [--] Year [---------] -24%

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

- [--] Week [--] +61%
- [--] Month [---] +78%
- [--] Months [---] -3.20%
- [--] Year [-----] -14%

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

- [--] Week [------] +0.09%
- [--] Month [------] +0.17%
- [--] Months [------] +14%
- [--] Year [------] +29%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  75.44% [technology brands](/list/technology-brands)  34.21% [finance](/list/finance)  20.18% [countries](/list/countries)  18.42% [automotive brands](/list/automotive-brands)  6.14% [cryptocurrencies](/list/cryptocurrencies)  2.63% [travel destinations](/list/travel-destinations)  2.63% [social networks](/list/social-networks)  1.75% [financial services](/list/financial-services)  0.88% [events](/list/events)  0.88%

**Social topic influence**
[$meli](/topic/$meli) #103, [$nu](/topic/$nu) 14.91%, [$adyen](/topic/$adyen) #7, [$amzn](/topic/$amzn) 12.28%, [$uber](/topic/$uber) #1473, [$evo](/topic/$evo) #16, [$se](/topic/$se) 8.77%, [$asml](/topic/$asml) 8.77%, [asml](/topic/asml) 8.77%, [in the](/topic/in-the) 7.89%

**Top accounts mentioned or mentioned by**
[@maxthecomrade](/creator/undefined) [@contrarianright](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stockfins](/creator/undefined) [@stonkmetal](/creator/undefined) [@renesellmann](/creator/undefined) [@aretardinvestor](/creator/undefined) [@vanhove_pieter](/creator/undefined) [@returnsjourney](/creator/undefined) [@lukacapital](/creator/undefined) [@uber](/creator/undefined) [@adyen](/creator/undefined) [@theraymyers](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@sergitm12](/creator/undefined) [@lennart54613183](/creator/undefined) [@tickertalk1](/creator/undefined) [@ecommerceking](/creator/undefined) [@vanhovepieter](/creator/undefined) [@andanswe](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [NuCypher (NU)](/topic/$nu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Evotec SE (EVO)](/topic/$evo) [Sea Limited (SE)](/topic/$se) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Metadium (META)](/topic/$meta) [AbbVie Inc (ABBV)](/topic/$abbv) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Diageo plc (DEO)](/topic/$deo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [The Official [--] Coin (93)](/topic/$93) [The Official [--] Coin (89) (89)](/topic/$89)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ReturnsJourney The comparison with $AMZN $2.5 Trillion market cap vs $100 Billion for $MELI. Decades of growth remaining given where e-commerce and digital payments penetration is today in LatAm relative to the US"  
[X Link](https://x.com/wolfofharcourt/status/2017012101571657993)  2026-01-29T23:08Z 19.3K followers, [----] engagements


"@MaxTheComrade Yup have some write ups on Substack. Link in bio. Let me know if you cant find them should be able to just search"  
[X Link](https://x.com/wolfofharcourt/status/2017243233575665703)  2026-01-30T14:27Z 19.3K followers, [---] engagements


"@MaxTheComrade $MELI and $NU are my bets but $SE has some exposure too. Almost 25% of the portfolio in $MELI and $NU so happy with that allocation"  
[X Link](https://x.com/wolfofharcourt/status/2017304857250611639)  2026-01-30T18:32Z 19.3K followers, [---] engagements


"Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO Three positions I added to current buy list and general thoughts on market opportunities and diversification. Full review👇 https://twitter.com/i/web/status/2017566715354185929 https://twitter.com/i/web/status/2017566715354185929"  
[X Link](https://x.com/wolfofharcourt/status/2017566715354185929)  2026-01-31T11:52Z 19.3K followers, [----] engagements


"@e_commerce_king Been in $SE with years"  
[X Link](https://x.com/wolfofharcourt/status/2018347984941928579)  2026-02-02T15:37Z 19.3K followers, [---] engagements


"$PLTR earnings are insane quarter after quarter Good example of why its not always the best idea to short solely based on valuation Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of"  
[X Link](https://x.com/wolfofharcourt/status/2018432906868232561)  2026-02-02T21:14Z 19.3K followers, [----] engagements


"$PYPL the writing for this one has been on the wall for years. Shareholders refused to acknowledge that its lunch was getting eaten from all angles and now are massive baggies. What a shock.turns out $PYPL is a shitco after all. What a shock.turns out $PYPL is a shitco after all"  
[X Link](https://x.com/wolfofharcourt/status/2018708619672391980)  2026-02-03T15:30Z 19.3K followers, [----] engagements


"@Vanhove_Pieter @Andan_swe This 👆"  
[X Link](https://x.com/wolfofharcourt/status/2018723873156743514)  2026-02-03T16:30Z 19.3K followers, [---] engagements


"@Stockfins Nope nothing its importance is only going to increase with AI"  
[X Link](https://x.com/wolfofharcourt/status/2019697129544102137)  2026-02-06T08:58Z 19.3K followers, [--] engagements


"@contrarianright You can model the future however you like but cash is what counts. What Evolution actually receives in is what can be returned to shareholders. Adjusted revenue does not fund dividends or buybacks"  
[X Link](https://x.com/wolfofharcourt/status/2019823570508214754)  2026-02-06T17:20Z 19.3K followers, [--] engagements


"@contrarianright I always opt for conservative assumptions when it comes to valuation. Baking in a currency tailwind is an optimistic assumption that I would not personally make"  
[X Link](https://x.com/wolfofharcourt/status/2019858864699765060)  2026-02-06T19:40Z 19.3K followers, [--] engagements


"$INPST taken private for just [-----] Incredibly disappointing for the current shareholders. Price far too low considering its IPO was [-----] [--] years ago"  
[X Link](https://x.com/wolfofharcourt/status/2020786695147237577)  2026-02-09T09:07Z 19.3K followers, [----] engagements


"@stonkmetal Mine is very modest bought in [----] but averaged down in 2025"  
[X Link](https://x.com/wolfofharcourt/status/2020790008227975203)  2026-02-09T09:20Z 19.3K followers, [---] engagements


"@LukaCapital @oost_marcel @Uber @Adyen Lets gooooo"  
[X Link](https://x.com/wolfofharcourt/status/2020881399830442114)  2026-02-09T15:24Z 19.3K followers, [--] engagements


"@TheRayMyers I think itll work out better for $ADYEN over the long term unified payment infrastructure as distribution is a moat nobody else can compete with"  
[X Link](https://x.com/wolfofharcourt/status/2021149117582385514)  2026-02-10T09:07Z 19.3K followers, [---] engagements


"@FundasyInvestor Unified payments platform as an infrastructure distribution moat"  
[X Link](https://x.com/wolfofharcourt/status/2021156756160737398)  2026-02-10T09:38Z 19.3K followers, [---] engagements


"One of things I admire most about $MELI is its paranoia culture. This culture uses a sense of paranoia to constantly push for improvement and innovation. @marcos_galperin nails the downfall of $PYPL here"  
[X Link](https://x.com/wolfofharcourt/status/2018783271761702983)  2026-02-03T20:26Z 19.3K followers, [----] engagements


"$ADYEN H2 [----] Earnings in Charts Shares sank 21% on results. Here are [--] standout visuals from the quarter: [--]. Processed Volume +12% or +19% excluding large customer (Cash App) the impact will be lapped next period. https://twitter.com/i/web/status/2022039045656985751 https://twitter.com/i/web/status/2022039045656985751"  
[X Link](https://x.com/wolfofharcourt/status/2022039045656985751)  2026-02-12T20:04Z 19.3K followers, [----] engagements


"2. Take Rate $ADYEN take rate continues to climb as Cash App volumes were low margin"  
[X Link](https://x.com/wolfofharcourt/status/2022039049046003980)  2026-02-12T20:04Z 19.3K followers, [----] engagements


"$EVO is a humble reminder that it can always get worse than you think it can"  
[X Link](https://x.com/wolfofharcourt/status/2019479321321120132)  2026-02-05T18:32Z 19.3K followers, 12K engagements


"3. Revenue +17% as $ADYEN manages its business to net revenue not volumes"  
[X Link](https://x.com/wolfofharcourt/status/2022039052317589577)  2026-02-12T20:04Z 19.3K followers, [----] 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/anyuser/status/1806297675484037517)  2024-06-27T12:04Z 19.3K followers, 134.9K engagements


"This is an epic ad. Shots fired at OpenAI. https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"  
[X Link](https://x.com/wolfofharcourt/status/2019150354638615017)  2026-02-04T20:45Z 19.3K followers, [----] engagements


"$ADYEN and $UBER 🤝 @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h"  
[X Link](https://x.com/wolfofharcourt/status/2020882147473580244)  2026-02-09T15:27Z 19.3K followers, [----] engagements


"Calling this chart misleading is generous. Buybacks and dividends are optional they can be switched off overnight. Finance 101: you fund growth first capex and reinvestment come before any shareholder returns. Dividends and buybacks are whats left after that. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"  
[X Link](https://x.com/wolfofharcourt/status/2020961715249103105)  2026-02-09T20:43Z 19.3K followers, [----] engagements


"$EVO mandatory read is out A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu"  
[X Link](https://x.com/wolfofharcourt/status/2021556418986594530)  2026-02-11T12:06Z 19.3K followers, [----] engagements


"Its official $MELI has recovered and surpassed the pre earnings high Cant keep a good stock down"  
[X Link](https://x.com/anyuser/status/1861171486809301391)  2024-11-25T22:13Z 19.3K followers, 11.6K engagements


"4. Geographical Revenue Growth LatAm +34% is a very material acceleration $ADYEN is gaining market share"  
[X Link](https://x.com/wolfofharcourt/status/2022039056285393232)  2026-02-12T20:04Z 19.3K followers, [----] engagements


"7. Free Cash Flow $ADYEN is swimming in cash with [---] billion of net cash on its balance sheet. Not deploying this cash is becoming a questionable capital acquisition decision. I would very much welcome a buyback at these levels"  
[X Link](https://x.com/wolfofharcourt/status/2022039066666316235)  2026-02-12T20:04Z 19.3K followers, [----] engagements


"The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues"  
[X Link](https://x.com/wolfofharcourt/status/1777661559386353977)  2024-04-09T11:35Z 19.3K followers, 51.8K engagements


"$RBRK at $56 the market is pricing in 19% annual growth for the next decade via an inverse DCF. Baby being thrown out with the bathwater here when it comes to enterprise SaaS"  
[X Link](https://x.com/wolfofharcourt/status/2016962765936587015)  2026-01-29T19:52Z 19.3K followers, 23.7K engagements


"Gentle reminder $PYPL $ADYEN The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients"  
[X Link](https://x.com/wolfofharcourt/status/2018709094773747947)  2026-02-03T15:32Z 19.3K followers, [----] engagements


"$UBER operating leverage is a thing of beauty Another quarter of record operating income as the operating margin doubles from 6% to 12% within the space of [--] months"  
[X Link](https://x.com/wolfofharcourt/status/2019815461257638072)  2026-02-06T16:48Z 19.3K followers, 10K engagements


"The biggest bear case for $META might literally be global population decline. Sustaining this level of Daily Active People growth at this scale is incredible. And before the its just bots crowd arrive check ad impressions and pricing. Bots dont drive real monetisation"  
[X Link](https://x.com/wolfofharcourt/status/2020937669551980896)  2026-02-09T19:07Z 19.3K followers, [----] engagements


"$ADYEN is undervalued. Current market cap of $45 billion for context. Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6 Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6"  
[X Link](https://x.com/wolfofharcourt/status/2021185913078882524)  2026-02-10T11:34Z 19.3K followers, [----] engagements


"Chart looks like the stock price $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/wolfofharcourt/status/2021196319109546403)  2026-02-10T12:15Z 19.3K followers, [----] engagements


"@ReneSellmann @stonkmetal Any hypothesis More sure that it will go through"  
[X Link](https://x.com/wolfofharcourt/status/2021285983547949568)  2026-02-10T18:11Z 19.3K followers, [---] engagements


"One word answer: Agent Rewind $RBRK 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 https://t.co/xS3ShaLWbj 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 https://t.co/xS3ShaLWbj"  
[X Link](https://x.com/wolfofharcourt/status/2021300942818222430)  2026-02-10T19:11Z 19.3K followers, [----] engagements


"@a_living_fossil Adyen certainly does not trade at single digits. Important differentiation between legacy payments and modern fintech"  
[X Link](https://x.com/wolfofharcourt/status/2021316532807110826)  2026-02-10T20:13Z 19.3K followers, [---] engagements


"@sergitm12 The line between gambling and pure betting is becoming more and more blurred each day"  
[X Link](https://x.com/wolfofharcourt/status/2021510275443139062)  2026-02-11T09:03Z 19.3K followers, [--] engagements


"Been saying this for some time now but AI is going to be a huge tailwind to a business like $ADYEN. A single unified platform sitting on an ocean of monetisable data. $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to +6%) and lower transaction costs (up to -3%) by reducing friction and optimizing payment methods 📈🤖 https://t.co/Fog7OFL9Wi $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to"  
[X Link](https://x.com/wolfofharcourt/status/2021661893572932054)  2026-02-11T19:05Z 19.3K followers, [----] engagements


"$DEO taking price gouging to the next level. Leave our Guinness alone"  
[X Link](https://x.com/wolfofharcourt/status/2011576161902739848)  2026-01-14T23:08Z 19.3K followers, [----] engagements


"$AMZN AWS revenue growth accelerated to 24% the fastest pace since Q3 [----] and the third straight quarter of acceleration. Now a $142B run rate business despite capacity constraints. Order backlog reached $244B in Q3 up from $200B a year ago"  
[X Link](https://x.com/wolfofharcourt/status/2019817613296386271)  2026-02-06T16:57Z 19.3K followers, 17.2K engagements


"$EVO price back to where it was a week ago before the earnings sell off. Interesting"  
[X Link](https://x.com/wolfofharcourt/status/2021289711109537899)  2026-02-10T18:26Z 19.3K followers, 10.4K engagements


"$HOOD might well be the biggest threat to $EVO in the US so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI"  
[X Link](https://x.com/wolfofharcourt/status/2021359958709899591)  2026-02-10T23:05Z 19.3K followers, [----] engagements


"@AretardInvestor Football and tennis are not the same they are forms of sport. Same as the comparison I made. Show me where I said people who play live casino are going to stop because of prediction markets. Point of the original post has went over your head"  
[X Link](https://x.com/wolfofharcourt/status/2021673848526319804)  2026-02-11T19:53Z 19.3K followers, [---] engagements


"@joe_oa Thanks the lack of a capital allocation policy is probably the most frustrating part of this one"  
[X Link](https://x.com/wolfofharcourt/status/2022057688692330572)  2026-02-12T21:18Z 19.3K followers, [---] engagements


"WOW $SE Shopee doubled GMV in Brazil in [----] to $10 billion. It is now twice the size of $AMZN and 40% of $MELI. Source: itau"  
[X Link](https://x.com/anyuser/status/1888191171362705914)  2025-02-08T11:40Z 19.3K followers, 39K engagements


"$UBER Analyst Updates Oppenheimer $85 to $100 🟢 Citic Securities $90 to $93 🟢 Loop Capital $86 to $89 🟢 Current price: $77 The big guys always jump in after the run. Where were they when we were buying at $60"  
[X Link](https://x.com/anyuser/status/1889651061985780158)  2025-02-12T12:21Z 19.3K followers, 15.2K engagements


"$MELI Morgan Stanley research note - Base Case $2400"  
[X Link](https://x.com/anyuser/status/1891742703517565084)  2025-02-18T06:53Z 19.3K followers, 25.8K engagements


"$SE ShopeeFood overtakes Gojek in Food Delivery While $GRAB remains in top spot ShopeeFood grew its GMV more than 50% in the year from $1.5 billion to $2.3 billion. $SE management don't even mention ShopeeFood in the earnings reports. Hidden beast in the making"  
[X Link](https://x.com/anyuser/status/1891777740296323527)  2025-02-18T09:12Z 19.3K followers, 26.9K engagements


"Nubank Earnings Preview $NU will report its Q4 earnings this evening and the consensus estimates are as follows: Revenue: $3.17 billion +32% YoY EPS: $0.11 +53% YoY North Star Metric: Total Customers"  
[X Link](https://x.com/anyuser/status/1892544731579662423)  2025-02-20T12:00Z 19.3K followers, 15.1K engagements


"$NU Colombia is on Fire 🔥 Customer growth has accelerated in every quarter of [----] hitting 213% in Q4. With [---] million customers market penetration remains low at just 5% of the total population"  
[X Link](https://x.com/anyuser/status/1893263940723028373)  2025-02-22T11:37Z 19.3K followers, 18.2K engagements


"$UBER operating leverage is a thing of beauty Record operating income as the operating margin jumps from 2% to 11% within the space of [--] months"  
[X Link](https://x.com/anyuser/status/1920076729055650291)  2025-05-07T11:22Z 19.3K followers, 22K engagements


"$NU Colombia is on Fire 🔥 Customer growth has accelerated for [--] consecutive quarters reaching 222% in Q1. With [---] million customers market penetration remains low at just 6% of the total population"  
[X Link](https://x.com/anyuser/status/1924779208771043554)  2025-05-20T10:48Z 19.3K followers, 14.9K engagements


"$MELI Citi Research note PT $3000"  
[X Link](https://x.com/anyuser/status/1926613016558088528)  2025-05-25T12:15Z 19.3K followers, 45.5K engagements


"Argentina inflation drops to five-year-low of 1.5%. The last time inflation was this low was during pandemic. President Milei is delivering on his promises so far. Bullish $MELI"  
[X Link](https://x.com/anyuser/status/1933834670283878653)  2025-06-14T10:31Z 19.3K followers, 12.7K engagements


"$EVO shareholders today"  
[X Link](https://x.com/anyuser/status/1934523952946466946)  2025-06-16T08:10Z 19.3K followers, 41.2K engagements


"Volkswagen unveils robotaxi destined for $UBER Volkswagen unveiled its white-label robotaxi the people of Los Angeles will be able to hail via $UBER next year. Unlike its tech competitors VW aims to be a supplier and leave the actual business of managing the fleets to $UBER"  
[X Link](https://x.com/anyuser/status/1937420518367645784)  2025-06-24T08:00Z 19.3K followers, 72.1K engagements


"$NU Morgan Stanley maintains Overweight rating and 'Top Pick' PT $18 $NU can reach 10% payroll loan share by [----] which is well above consensus sell-side expectations of just 3%-4% despite rising investor interest in Brazils payroll loan segment"  
[X Link](https://x.com/anyuser/status/1937478166320415237)  2025-06-24T11:49Z 19.3K followers, 28.1K engagements


"$NU Q2 [----] Earnings in Charts Here are [--] standout visuals from the quarter: [--]. Customers"  
[X Link](https://x.com/anyuser/status/1957037816845934778)  2025-08-17T11:12Z 19.3K followers, 35.3K engagements


"$NU penetration is wild: Brazil: 60% Mexico: 13% (launched 2019) Colombia: 10% (launched 2021) Still feels like the story is just getting started"  
[X Link](https://x.com/anyuser/status/1957782383509532935)  2025-08-19T12:31Z 19.3K followers, [----] engagements


"$MELI announces first distribution centre in Peru This move seeks to accelerate shipments in [--] hours expand the assortment of products and thus optimize the shopping experience of thousands of users in the country. MELI will be delivering up to Machu Picchu at this rate"  
[X Link](https://x.com/anyuser/status/1957794808514396181)  2025-08-19T13:20Z 19.3K followers, 12.7K engagements


"Rumors this weekend suggest $NU may acquire Brubank Argentinas largest digital bank with nearly [--] million customers. This would mark a return to Argentina after $NU exited in [----] citing instability and shifting focus to Brazil Mexico and Colombia. Big if true"  
[X Link](https://x.com/anyuser/status/1959537940327223773)  2025-08-24T08:47Z 19.3K followers, 22.1K engagements


"$UBER announces the launch of Uber Trains From [----] [--] high-speed trains could connect Stratford Intl to Brussels Paris Lille & more via the Channel Tunnel. Partnering with Gemini Trains tickets may be booked directly in the app alongside cabs bikes and more"  
[X Link](https://x.com/anyuser/status/1960621691287298313)  2025-08-27T08:33Z 19.3K followers, 19K engagements


"$MELI is doubling down in Chile The company announced a $135 million investment in [--] new distribution centers. This follows a $500 million investment announced in April"  
[X Link](https://x.com/anyuser/status/1961321441645007183)  2025-08-29T06:54Z 19.3K followers, 12.9K engagements


"The best performing stocks in my portfolio YTD $SE +76% $UBER +59% $NIO +49% $MELI +45% $NU +43% [--] of the [--] operate entirely outside the US. Bullish on emerging markets"  
[X Link](https://x.com/anyuser/status/1961379782975017021)  2025-08-29T10:45Z 19.3K followers, [----] engagements


"If Amazon Prime members formed a county it would be the 6th largest in the world $AMZN"  
[X Link](https://x.com/anyuser/status/1962119681340477502)  2025-08-31T11:46Z 19.3K followers, 15.2K engagements


"$UBER is turning its 1.4M drivers in India into an AI data-labeling workforce Drivers can earn extra income through micro-tasks in the Uber app during downtime now live in [--] cities. If Uber AI Solutions gains traction that upside is not priced into the stock"  
[X Link](https://x.com/anyuser/status/1963537835308585221)  2025-09-04T09:41Z 19.3K followers, 30K engagements


"Surreal moment my work on $EVO has been noticed by the company itself. Their IR team invited me to a Q&A session which Ive gladly accepted. As a private investor this opportunity feels special. Got questions Drop them below and Ill try include them"  
[X Link](https://x.com/anyuser/status/1963563880057131029)  2025-09-04T11:24Z 19.3K followers, 56K engagements


"🚨 $MELI rumoured to be stepping into Pharma retail $MELI is looking to acquire a small pharmacy in So Paulo opening the door to online medicine sales a segment already 25% of big pharma retailers' sales. Another service to layer onto its ecosystem flywheel. $MELI https://t.co/AzCS38WD0F $MELI https://t.co/AzCS38WD0F"  
[X Link](https://x.com/anyuser/status/1963609682926518513)  2025-09-04T14:26Z 19.3K followers, 20.3K engagements


"$EVO repurchased 377k shares last week the largest weekly volume since March. When the stock dropped on Tuesday 100k shares were repurchased in a single day. Thats how buybacks should be done"  
[X Link](https://x.com/anyuser/status/1964943271488319650)  2025-09-08T06:45Z 19.3K followers, 10.6K engagements


"$MELI down 4% today after Argentinas election outcome. All Argentinian ADRs are selling off. Indiscriminate selling often creates the best buying opportunities if you can separate the best from the rest"  
[X Link](https://x.com/anyuser/status/1965057617820254630)  2025-09-08T14:20Z 19.3K followers, 23.7K engagements


"Wow $MELI Pago launches Dr. Virtual in Argentina its new digital health service Users get unlimited 24/7 teleconsultations plus access to specialists like psychologists nutritionists and dermatologists all from their phone no waiting rooms. $MELI flywheel is unstoppable"  
[X Link](https://x.com/anyuser/status/1965370686895173662)  2025-09-09T11:04Z 19.3K followers, 23.4K engagements


"$MELI CFO Martin de los Santos "We have the aspiration in [----] to be the largest digital bank in Latin America" I'm not betting against him. https://x.com/theinformation/status/1965512794897539342/video/1 https://x.com/theinformation/status/1965512794897539342/video/1"  
[X Link](https://x.com/anyuser/status/1965688005995471308)  2025-09-10T08:05Z 19.3K followers, 26.4K engagements


"$ASML insiders are buying If insider screener is not playing tricks on me here.4 notable insider purchases at $ASML for roughly [---] million each including CEO and CFO https://t.co/NZVMYlazpl If insider screener is not playing tricks on me here.4 notable insider purchases at $ASML for roughly [---] million each including CEO and CFO https://t.co/NZVMYlazpl"  
[X Link](https://x.com/anyuser/status/1966042459294843020)  2025-09-11T07:33Z 19.3K followers, 17.9K engagements


"$MELI is an advertising sleeping giant With massive reach and rich first-party data it is primed to ride the retail media boom in LatAm a market set to triple to $5B by [----]. Even then penetration will only be mid-teens vs the US at 18% today. Huge runway ahead"  
[X Link](https://x.com/anyuser/status/1966083635247034465)  2025-09-11T10:17Z 19.3K followers, 28.3K engagements


"$EVO competitor Playtech was asked if they had any involvement in the short report commissioned by Black Cube The CEOs response absolutely hilarious"  
[X Link](https://x.com/anyuser/status/1966442897667977532)  2025-09-12T10:04Z 19.3K followers, 48.8K engagements


"Id like to report an emergency $EVO is green"  
[X Link](https://x.com/anyuser/status/1967522265672962241)  2025-09-15T09:33Z 19.3K followers, 17.1K engagements


"$GOOG flexing its data advantage. A lot of low hanging fruit to capitalise on with AI. Think of review summaries as your personal TLDR. Just open a spot on Google Maps scroll to the reviews and Gemini gives you a quick overview of what people are saying. https://t.co/TrbiAxDqNH Think of review summaries as your personal TLDR. Just open a spot on Google Maps scroll to the reviews and Gemini gives you a quick overview of what people are saying. https://t.co/TrbiAxDqNH"  
[X Link](https://x.com/anyuser/status/1969308030870093988)  2025-09-20T07:49Z 19.3K followers, 21.8K engagements


"$MELI is quietly building a digital ads giant Ad revenue up from $79M in [----] to $1.2B LTM LatAm digital ad market share jumped from 1.5% to 6.7% Now the #3 player in the region behind only the global heavyweights"  
[X Link](https://x.com/anyuser/status/1969344966729351674)  2025-09-20T10:16Z 19.3K followers, 21.9K engagements


"From 151M items in [----] to over 2B items shipped in the last [--] months. 74% now arrive within [--] hours. $MELI has built the most efficient logistics networks in LatAm"  
[X Link](https://x.com/anyuser/status/1969713972841717954)  2025-09-21T10:43Z 19.3K followers, 18.6K engagements


"$ASML is back at [---] and this book arrived this morning 📘 Its a good start to Monday"  
[X Link](https://x.com/anyuser/status/1970025948323209445)  2025-09-22T07:22Z 19.3K followers, 32.1K engagements


"I probably don't own enough $AMZN Now that's interesting. $AMZN will be doing fulfillment for $WMT online orders https://t.co/eLuLEPMskO Now that's interesting. $AMZN will be doing fulfillment for $WMT online orders https://t.co/eLuLEPMskO"  
[X Link](https://x.com/anyuser/status/1970376344942071897)  2025-09-23T06:35Z 19.3K followers, 119.5K engagements


"$ASML Morgan Stanley upgrades to Overweight PT raised to [---] from [---] They see multiple growth drivers into [----] with advances in logic and memory chips set to strengthen ASMLs business and fuel gains over the next [--] years"  
[X Link](https://x.com/anyuser/status/1970417002906075360)  2025-09-23T09:16Z 19.3K followers, 54.4K engagements


"$MELI been consolidating for [--] months. Coiled spring"  
[X Link](https://x.com/anyuser/status/1973319514726224374)  2025-10-01T09:30Z 19.3K followers, 18.5K engagements


"$MELI fell 6% yesterday as $AMZN made its most aggressive move in Brazil since entering the market. From Sept [--] to Dec [--] right in Black Friday season $AMZN is resetting all storage and shipping fees for Fulfillment by Amazon. For new sellers the push is even bolder: no logistics charges no commissions and reimbursements for other costs. In short joining $AMZN marketplace is practically free. This looks like a strong play to lure sellers away from $MELI but heres the catch: beating $MELI requires more than aggressive promos. $MELI has spent years building out logistics and fulfillment"  
[X Link](https://x.com/anyuser/status/1973692407502999866)  2025-10-02T10:11Z 19.3K followers, 73.3K 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 40% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"  
[X Link](https://x.com/anyuser/status/1974449075149038011)  2025-10-04T12:18Z 19.3K followers, 19.3K engagements


"$ASML just hit [---] +50% in [--] months. Insane run"  
[X Link](https://x.com/anyuser/status/1975177890657640848)  2025-10-06T12:34Z 19.3K followers, 16K engagements


"$MELI is turning up the heat in Brazil Starting Oct [--] subscribers get free same-day shipping on orders over R$19. In June $MELI made its biggest move in [--] 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/anyuser/status/1975822055024271477)  2025-10-08T07:14Z 19.3K followers, 10.3K 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/anyuser/status/1976218451271450762)  2025-10-09T09:29Z 19.3K followers, 13K 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 30% 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 [-----] small and medium businesses sell on $MELI compared to just [----] in Peru. As Meyer puts it: We have the technology"  
[X Link](https://x.com/anyuser/status/1976260508224545249)  2025-10-09T12:16Z 19.3K followers, 16K engagements


"$ASML is planning a massive 100-hectare expansion near Eindhoven to meet soaring demand Without ASML machines the further development of AI will slow said the citys mayor Jeroen Dijsselbloem. The site will house up to [-----] new employees matching its current headcount at Veldhoven. 4.1B has been allocated for infrastructure two-thirds funded by the Dutch government and the rest by companies and local municipalities"  
[X Link](https://x.com/anyuser/status/1976552392071254393)  2025-10-10T07:36Z 19.3K followers, 25.5K 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/anyuser/status/1976591376092717097)  2025-10-10T10:11Z 19.3K followers, 16.2K engagements


"$MELI leads Mexico e-commerce app traffic with 34.9M MAUs outpacing $AMZN at 26.3M. Engagement leadership is one of the best forward signals for share of GMV and monetization power. Source: SimilarWeb"  
[X Link](https://x.com/anyuser/status/1979503985553035617)  2025-10-18T11:05Z 19.3K followers, 38.6K engagements


"$MELI is not just the most used shopping app in Mexico it is also the most engaged. Latest data shows $MELI has the highest DAU to MAU ratio beating $AMZN AliExpress Shein and Temu. Engagement like this compounds into lower CAC higher LTV and superior unit economics"  
[X Link](https://x.com/anyuser/status/1979881364049870955)  2025-10-19T12:04Z 19.3K followers, 13.8K engagements


"$AMZN is red everyday for a month and then the day it causes most of the internet to crash the stock is green. You dont know what you got til its gone"  
[X Link](https://x.com/anyuser/status/1980271599334130056)  2025-10-20T13:55Z 19.3K followers, 85.1K engagements


"$MELI Pago just passed Ita in monthly traffic in Brazil According to BofA data using Sensor Tower and SimilarWeb $MELI Pago was the fastest growing fintech app in July August and September with more than 20% growth each month. It now ranks second behind $NU"  
[X Link](https://x.com/anyuser/status/1980564616351826194)  2025-10-21T09:19Z 19.3K followers, 12.7K engagements


"Congrats to all that bought the $MELI dip in recent weeks BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e"  
[X Link](https://x.com/anyuser/status/1982782816489230840)  2025-10-27T12:13Z 19.3K followers, 32.8K engagements


"$MELI robots running the show in its distribution centre"  
[X Link](https://x.com/anyuser/status/1983076000608202810)  2025-10-28T07:38Z 19.3K followers, 14.6K engagements


"$MELI [--] consecutive quarters exceeding 30% revenue growth. Almost [--] years Insane execution. [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo plazo y del propsito de seguir democratizando el comercio y los servicios https://t.co/xIahQszrLv [--] trimestres consecutivos de crecimiento superior al 30% interanual y US$7.4 mil millones en ingresos netos (+39%) @Mercadolibre Un reflejo de la solidez de nuestro ecosistema de nuestra visin de largo"  
[X Link](https://x.com/anyuser/status/1983641806844916058)  2025-10-29T21:07Z 19.3K followers, 18.8K engagements


"$EVO interview - quick update Ive received quite a few messages asking about this so heres the sequence of events: [--]. Their IR team reached out to me (not the other way around) inviting me to ask any questions I might have. [--]. I accepted and after some back and forth we agreed to do a Q&A session. [--]. I sent them a list of topics I wanted to cover in advance focused on what I believe truly matters to investors rather than the usual questions analysts ask on conference calls. [--]. Since sending that list theres been complete radio silence. Ive followed up twice with no response. Draw your own"  
[X Link](https://x.com/anyuser/status/1984187622672191634)  2025-10-31T09:16Z 19.3K followers, 38.5K engagements


"One of the key reasons $AMZN has struggled to match $MELI dominance in Brazil is the lack of a payments ecosystem like Mercado Pago. In a market where many remain unbanked that has been a major competitive disadvantage. Now $AMZN is teaming up with $NU to close that gap. The new partnership will integrate NuPay directly into Amazons checkout: no physical card no manual data entry just a seamless fully digital experience with the same trust both brands are known for. This could be a big step in leveling the playing field against $MELI in Latin America. But what really matters is who owns this"  
[X Link](https://x.com/anyuser/status/1986369351508009104)  2025-11-06T09:45Z 19.3K followers, 33.3K engagements


"DEGIROs most traded stocks of [----] Pretty cool graphic $WDI.DE $TSLA $DANSKE.CO $IAG $OUTFF $ALNOV.PA $MARA $NIO $RDSA.AS $OTGLY"  
[X Link](https://x.com/wolfofharcourt/status/1346535737513140225)  2021-01-05T19:15Z 19.3K followers, [--] engagements


"The majority of my current holdings and watchlist names keep going up and up. Not the worst complaint to have but not ideal when looking to deploy new capital Are there any attractive names worth looking at right now"  
[X Link](https://x.com/wolfofharcourt/status/1826597456832069688)  2024-08-22T12:29Z 19.3K followers, 19.7K engagements


"Which Semi stock outperforms over the next [--] years $AMD $ASML $NVDA $TSM Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA"  
[X Link](https://x.com/wolfofharcourt/status/1884189311899455930)  2025-01-28T10:38Z 19.3K followers, [----] engagements


"Sunday thought: Is $MELI starting to become a consensus name Im seeing so much more talk about the stock recently and its close to its all time high. Not necessarily a bad thing but an observation. Preferred buying at $700 when nobody else cared"  
[X Link](https://x.com/anyuser/status/1931697277036617898)  2025-06-08T12:58Z 19.3K followers, 17.6K engagements


"$MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better pricing. Targeting higher order frequency larger volumes and bigger billing"  
[X Link](https://x.com/wolfofharcourt/status/1964291628606378373)  2025-09-06T11:36Z 19.3K followers, 18.2K engagements


"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 [----] earnings call https://twitter.com/i/web/status/1973700707506405843 https://twitter.com/i/web/status/1973700707506405843"  
[X Link](https://x.com/wolfofharcourt/status/1973700707506405843)  2025-10-02T10:44Z 19.3K followers, [----] engagements


"Portfolio Review - October [----] $MELI $AMZN $SE $META $NU $ADYEN $ASML $MSFT $RBRK $ABBV $UBER $INPST $EVO $V $NIO $TXN Three positions I added to one position I sold and current buy list. Full review 👇"  
[X Link](https://x.com/wolfofharcourt/status/1984695800853881061)  2025-11-01T18:55Z 19.3K followers, 13.7K engagements


"Portfolio Review - November [----] $MELI $NU $AMZN $SE $META $ADYEN $ASML $MSFT $ABBV $RBRK $UBER $V $EVO $INPST $NIO Three positions I added to and current buy list. Full review 👇 https://twitter.com/i/web/status/1994745039650787366 https://twitter.com/i/web/status/1994745039650787366"  
[X Link](https://x.com/wolfofharcourt/status/1994745039650787366)  2025-11-29T12:27Z 19.3K followers, 13.3K engagements


"@AretardInvestor @portseido Cheers most cost basis on $ADYEN is half the current price"  
[X Link](https://x.com/wolfofharcourt/status/1994871053089464691)  2025-11-29T20:48Z 19.3K followers, [---] 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. https://twitter.com/i/web/status/1966050621649465581 https://twitter.com/i/web/status/1966050621649465581"  
[X Link](https://x.com/wolfofharcourt/status/1966050621649465581)  2025-09-11T08:06Z 19.3K followers, [----] engagements


"RT @wolfofharcourt: Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO"  
[X Link](https://x.com/wolfofharcourt/status/2017921994390446181)  2026-02-01T11:24Z 19.3K followers, [--] engagements

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