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[@simonseverino](/creator/twitter/simonseverino)
"Kids asleep working on simplifying sheets. Sharing the final outcome soon in the Sprint Club $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1946297099882021366) 2025-07-18 19:52:43 UTC 2301 followers, XXX engagements


"Income from Options: On Track The high VIX in May favored selling premiums. Current low VIX makes the Compounding Portfolio fly but premiums are lower making the Income Portfolio slower. Still it's far above market performance. SP500 YTD: X% Income Portfolio YTD: 37%"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1948742812175880564) 2025-07-25 13:51:06 UTC 2305 followers, XX engagements


"CHARLES RIVER LABS Charles River Laboratories $CRL could grow XX% quickly. Global preclinical research leader trading at cyclical lows with Elliott Management catalyst. Serves all top-20 pharma companies $4B revenue. Manufacturing segment spin-off potential unlocks value. Is it a buy today 👇"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1947298293689598043) 2025-07-21 14:11:06 UTC 2302 followers, XXX engagements


"How do you guys measure your portfolio's health Curious to hear your take. Mine so far: $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1940731541380018671) 2025-07-03 11:17:11 UTC 2303 followers, XXX engagements


"Options sold today $SMCX $CMG $CRDO $BIDU $TTD $APH $ONON $OKLO $IBIT $AFRM $MRVL $ANET $CAVA $C $FOUR $KO $UBER $HOOD"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1947350106547601764) 2025-07-21 17:37:00 UTC 2300 followers, XXX engagements


"Options Sold Today $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1943312187457409164) 2025-07-10 14:11:45 UTC 2300 followers, 1515 engagements


"$LB LandBridge a buy 1) Owns 276000 strategic acres in Texas and New Mexico perfectly positioned for the $X trillion AI datacenter buildout. 2) XX% EBITDA margins minimal capex and revenue growing XXX% YoY LB offers unique exposure to AI infrastructure through land ownership rather than overvalued tech stocks. 3) DCF analysis here (free):"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1946102927942365363) 2025-07-18 07:01:09 UTC 2301 followers, 2012 engagements


"Markets are strong Income Portfolio is stronger Selling CSP 45DTE at XX% Probability of Profit $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1944772180966887560) 2025-07-14 14:53:14 UTC 2304 followers, XXX engagements


"Options Sold Today $U $SOFX $NVDX $PTIR $ROBN $ASTS $ADMA $RKLB $HIMS $BAC $SOFI $TNA $SLV $GDX $DKNG $IONQ $CELH $ENPH $TSLL $OSCR $TOST $GTLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1945845707920842937) 2025-07-17 13:59:03 UTC 2305 followers, 1170 engagements


"My Favourite Stocks X. $AMZN Amazon 📦 X. $SOPH Sophia Genetics 🧬 X. $MA Mastercard 💳 X. $GOOG Alphabet 🔎 X. $V Visa 🤑 X. $CPAY Corpay 💹 X. $CCCS Intelligent Solutions 🚗 X. $FER Ferrovial 🌁 X. $BLK BlackRock 🪨 XX. $BKNG Booking 🐬 XX. $KNSL Kinsale 📒 XX. $INTU Intuit 💵 XX. $CRM Salesforce ☁ XX. $META Meta Platforms📲 XX. $MSCI MSCI 📊 XX. $SPGI S&P Global 💰 What's your favorite 🤔👇"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1835950990966612426) 2024-09-17 07:56:41 UTC 2305 followers, 1635 engagements


"@grok what are the XX companies with the highest ROIC right now Rank them by strongest ROIC trend (The X years ROIC average is higher than the X years ROIC average. Discard all companies with current revenue CAGR below 15%"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1949061848436777423) 2025-07-26 10:58:51 UTC 2305 followers, XXX engagements


"The X investors I study most. Who are yours $AZPN $ASML $V $MCO $MA $SPGI $FICO $MSFT $CP $GOOG $FER"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1868973580358385930) 2024-12-17 10:56:40 UTC 2294 followers, 2561 engagements


"Want the ultimate AI play with unbreakable moats FICO processes 264000 home loans in X hours vs industry standard of XX days. 💳 XX% ROIC with XX% US market sharenobody gets fired for choosing the gold standard. Inside Sprint Club I shared the exact hour I bought FICO during the dip. Now trading above fair value but still essential infrastructure for $X trillion lending market. See how smart money identifies companies with regulatory entrenchment and switching costs:"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1948381387750543664) 2025-07-24 13:54:56 UTC 2305 followers, XXX engagements


"What would you change $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1943682103431860508) 2025-07-11 14:41:39 UTC 2305 followers, 2605 engagements


"Buy the $LMT dip -X% The company's $XXX billion backlog provides exceptional revenue visibility while its integrated capabilities across multiple domains create competitive advantages that remain difficult to replicate"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1947649975347040307) 2025-07-22 13:28:34 UTC 2302 followers, XXX engagements


"OMG what did I just find. $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $ASTS $NVDA $CDNS $APH $META"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1935684395844681848) 2025-06-19 13:01:37 UTC 2294 followers, 4086 engagements


"OPTIONS INCOME Income from options is on track: MAY $XXXXXX JUN $XXXXXX JUL $XXXXX (so far) Below my trades of today. 🤜 Are you guys selling options🤛 $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1945519028602335286) 2025-07-16 16:20:57 UTC 2301 followers, XXX engagements


"Buy $REAX now before real estate rebounces The Real Brokerage Inc. (NASDAQ: REAX) represents a compelling growth story at the intersection of real estate technology and market recovery dynamics. This cloud-based brokerage posted XX% year-over-year revenue growth in Q1 2025 reaching $XXX million while expanding its agent network to over 26000 professionals across the United States and Canada. With analyst price targets suggesting 40-50% upside potential and a business model directly leveraged to housing market activity REAX emerges as a high-conviction play on both structural industry"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1948679726530220412) 2025-07-25 09:40:26 UTC 2305 followers, XXX engagements


"Income Portfolio vs. $SPY YTD $TTD $ANET $MELI $APH $NU $AMAT $HARVIA $GOOG $AMZN $FICO $RACE $HGT $LMN $TOI $NOW $APP $KLAC $OSCR $ASTS $NVDA $CDNS $APH $META $CAVA $DASH $IBIT $RKLB"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1947679975731302428) 2025-07-22 15:27:47 UTC 2304 followers, XXX engagements


"@ArenaManCapital Congrats And what a great collection of high quality businesses. Whats your thesis for the Japanese ones"  
![@simonseverino Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::108744715.png) [@simonseverino](/creator/x/simonseverino) on [X](/post/tweet/1906925413550756156) 2025-04-01 04:23:42 UTC 2300 followers, XXX engagements