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[@Coinphlip](/creator/twitter/Coinphlip)
"Tokyo Electron (8035.T) +47% since first mentioned and still going strong. Going en par with $ASML and $TSM"  
[X Link](https://x.com/Coinphlip/status/1978819718782869941) [@Coinphlip](/creator/x/Coinphlip) 2025-10-16T13:46Z XXX followers, XXX engagements


"🧵 1/ $ACHC The Behavioral Health Giant Under Fire Acadia Healthcare was once a growth darling in behavioral care. Now its down XX% YTD and trading near multi-year lows. Heres whats gone wrong and where the stock might still hold value. 👇"  
[X Link](https://x.com/Coinphlip/status/1978095486369235223) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XXX engagements


"2/ 📉 Stock Snapshot Ticker: $ACHC Sector: Healthcare (Care Facilities) Market Cap: $XXX B P/E: 16x EV/EBITDA: 9x YTD Performance: XX% Dividend: None Despite steady revenue growth sentiment has collapsed"  
[X Link](https://x.com/Coinphlip/status/1978095488470598081) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"3/ 📊 The Financial Story Revenue grew from $X B $XXX B (20142024) but EPS & Free Cash Flow have been wildly volatile. 2023 EPS: $XXXX 2024 EPS: +$2.79 2024 FCF: $XXX M Margins and ROE swing year to year classic sign of operational strain"  
[X Link](https://x.com/Coinphlip/status/1978095490659979701) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"4/ ⚠ The Immediate Triggers In 2024 $ACHC missed on both revenue and EPS. Q4 adj. EPS: $XXXX vs. $XXXX expected Revenue: $XXX M vs. $XXX M est. Then came regulatory headlines and the sell-off deepened"  
[X Link](https://x.com/Coinphlip/status/1978095493126193313) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"8/ 🧠 The Investment Case Bull view: Behavioral health demand is secular. New facilities + improved compliance could restore growth. Valuation already reflects bad news. Bear view: DOJ & reputation risks far from over. Operational inconsistency. High execution risk no dividend buffer"  
[X Link](https://x.com/Coinphlip/status/1978095501967778274) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"9/ 🧭 Takeaway $ACHC isnt broken but its bruised. Its a leveraged bet on behavioral healthcare and management credibility. Base fair value $30/share upside only if trust and margins recover. Otherwise the pain could continue"  
[X Link](https://x.com/Coinphlip/status/1978095503943303390) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"$B Barrick gave us almost XX% so far since mentioned and spoked about the golden cross back in April. Currently the parabolic rise stumbles a bit - but I can imagine it no being done yet as Gold is growing strong and copper right below ATH"  
[X Link](https://x.com/Coinphlip/status/1978453702848413759) [@Coinphlip](/creator/x/Coinphlip) 2025-10-15T13:31Z XXX followers, XXX engagements


"$B Barrick doesn't care at all +3.5% today for now. Marking an up of almost +90% since the golden cross back in May"  
[X Link](https://x.com/Coinphlip/status/1978820914608308694) [@Coinphlip](/creator/x/Coinphlip) 2025-10-16T13:50Z XXX followers, XX engagements


"EPAM Systems $EPAM Q2 2025: Revenue +18% YoY $1.35B Adj. EPS: $XXXX (beat) Stock: -XX% YTD 📉 Margins and earnings are great but revenue is flat. DCF points to XX% undervaluation. Seems like a margin of safety is covered here. Good business tough sentiment"  
[X Link](https://x.com/Coinphlip/status/1958136483409457518) [@Coinphlip](/creator/x/Coinphlip) 2025-08-20T11:58Z XXX followers, XXX engagements


"TL;DR: $ACHC is a turnaround story in progress but investors need patience not optimism. 🧵 End"  
[X Link](https://x.com/Coinphlip/status/1978095505914712352) [@Coinphlip](/creator/x/Coinphlip) 2025-10-14T13:48Z XXX followers, XX engagements


"$EL closing above the SMA18 (Yellow) on the monthly would give us a good probability to test the 200s after which would mean almost +30%"  
[X Link](https://x.com/Coinphlip/status/1978385534532665797) [@Coinphlip](/creator/x/Coinphlip) 2025-10-15T09:00Z XXX followers, XXX engagements


"$RACE Ferrari the iconic luxury car manufacturer just lost XX% in its valuation in just one week - after releasing info on their electric #Ferrari Close above the weekly XXX - might be a bargain for those looking on a discount for it for a while now"  
[X Link](https://x.com/Coinphlip/status/1978492541176611089) [@Coinphlip](/creator/x/Coinphlip) 2025-10-15T16:05Z XXX followers, XXX engagements


"$LULU Still searching for a bottom RSI below XX and price hovering just above the 200-month MA. Technically promising but patience is key. Timing an entry here means waiting for confirmation not catching the knife but not missing the bounce either. Discipline prediction"  
[X Link](https://x.com/Coinphlip/status/1978822287634673869) [@Coinphlip](/creator/x/Coinphlip) 2025-10-16T13:56Z XXX followers, XXX engagements