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[@BottomUpEquity](/creator/twitter/BottomUpEquity)
"$SYK In 3Q25 the benefits of Strykers diversified business model were abundantly and positively apparent. Sales at $6.07B up XXX% Y/Y organically surpassed Consensus $6.03B despite a softer-than-anticipated MedSurg & Neurotechnology (63% of total sales) performance. Up XXXX% Y/Y organically Orthopaedics sales at $2.25B powered the better-than-expected top-line performance vs. Consensus estimates. Underpinned by healthy procedure volumes continued recent product launch uptake and another record US/OUS MAKO installation quarter we were encouraged by the robust Orthopaedics performance both in a"  
[X Link](https://x.com/BottomUpEquity/status/1984189898325168303) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-31T09:25Z XXX followers, XXX engagements


"Dont get me wrong I like $NVO as a company and Ive been looking for an entry. But as Wayne Gretzky said: "Skate to where the puck is going not where it has been." $NVO has looked like a solid investment for a while but every time it tries to break higher another negative surprise drags it back down. Buying into a downtrend can be dangerous. Weve seen what happens with former compounders that stopped compounding $NKE $EL $BF $PYPL etc. I dont think $NVO is in that camp but Im also not convinced weve seen a real bottom yet. Id rather wait until it turns confirms momentum and starts trending up"  
[X Link](https://x.com/BottomUpEquity/status/1984331734209404979) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-31T18:48Z XXX followers, XXX engagements


"$CMG We anticipate 3Q comps roughly flat (Street 0.6%) reflecting ongoing softness across the limited service segment"  
[X Link](https://x.com/BottomUpEquity/status/1981704831124582678) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-24T12:50Z XXX followers, XXX engagements


"$SHAK We expect SHAK to report EPS at least in line with the Street mean (Stifel $XXXX Street $0.30) driven by SRS toward the higher end of the company's LSD 3Q guidance (Stifel XXX% Street 2.7%)"  
[X Link](https://x.com/BottomUpEquity/status/1981704835037876397) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-24T12:50Z XXX followers, XX engagements


"This is literally the whole economy now. $NVDA $AMD $MSFT $GOOGL $ORCL $META"  
[X Link](https://x.com/BottomUpEquity/status/1983661404164124696) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-29T22:25Z XXX followers, XXX engagements


"$MA "Mastercard delivered a solid quarter and reaffirmed that consumer spending trends are stable and healthy with any deviation in October largely the result of comp issues and COF/DFS migration which are already well contemplated in the company's 3-year outlook. The company continues to see good momentum in new wins in the US and globally and is energized by opportunities presented by newer market developments like stablecoins and agentic commerce. No change to our positive thesis on the name as MA (and V) remain among few names in payments with a sustainable moat and strong growth"  
[X Link](https://x.com/BottomUpEquity/status/1984043729192194212) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:44Z XXX followers, XX engagements


"$META Healthy 3Q; 2026 = "Significantly Faster" Total Expense Growth and "Notably Larger" Capex Expansion"  
[X Link](https://x.com/BottomUpEquity/status/1984040463012384848) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:31Z XXX followers, XXX engagements


"$GOOGL $GOOG On Cloud Nine This Quarter"  
[X Link](https://x.com/BottomUpEquity/status/1984040635008193020) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:32Z XXX followers, XX engagements


"This is literally the whole economy now. $NVDA $AMD $MSFT $GOOGL $ORCL $META"  
[X Link](https://x.com/BottomUpEquity/status/1984044778267537498) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:48Z XXX followers, XXX engagements


"$QSR "QSR reported 3Q results that were ahead of consensus with adjusted EPS of $XXXX beating our $XXXX estimate and the Street's $XXXX. Adjusted EBIT growth of XXX% also topped expectations driven by strong execution at Tim Hortons Canada and the International segment. Consolidated comparable sales grew XXX% led by a durable XXX% at Tims Canada and a solid XXX% at Burger King U.S. which outperformed its QSR burger peers. However Popeyes U.S. remains a soft spot with a -XXX% comp and the 4QTD commentary for U.S. locations suggests a slower start to the quarter reflecting broader industry"  
[X Link](https://x.com/BottomUpEquity/status/1984045364307984786) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:50Z XXX followers, XX engagements


"$SPGI "Our first take is that the results were strong Revenue EBIT EBIT Margin and EPS were all solidly ahead of expectations and annual guidance implies that 4Q25 estimates are likely to go up.""  
[X Link](https://x.com/BottomUpEquity/status/1984047017765847490) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-30T23:57Z XXX followers, XXX engagements


"Really strong numbers from Instagram. Time spent up XX% YoY in Q3. $META $SNAP $PINS $GOOGL"  
[X Link](https://x.com/BottomUpEquity/status/1982876317474533523) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-27T18:25Z XXX followers, 2224 engagements


"Because everyone is buying it and everyone can't be right. Retail ownership has exploded making the long $NVO trade crowded. Sentiment's way too bullish as everyone is focused on that low P/E and past glory while ignoring all the problems. $NOVO"  
[X Link](https://x.com/BottomUpEquity/status/1984252579275223200) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-31T13:34Z XXX followers, 3474 engagements


"So this is why $TSLA guided 2026 as "epic" and 20272028 as "ridiculously good" flying cars 🤔"  
[X Link](https://x.com/BottomUpEquity/status/1984342251833610255) [@BottomUpEquity](/creator/x/BottomUpEquity) 2025-10-31T19:30Z XXX followers, XXX engagements