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[@3Plantey2](/creator/twitter/3Plantey2)
"@IrrationalMrkts Same the issue usually is the cyclicality+ balance sheet. It's ok to be leveraged if it's not cyclical it's less forgivable if it's cyclical. AEP is not great in that regard"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948809788940276051) 2025-07-25 18:17:15 UTC 1467 followers, XX engagements


"@KairosPraxis Every single acquisition was synnergistic and accretive on a per share basis"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948133507273789480) 2025-07-23 21:29:57 UTC 1461 followers, XX engagements


"@RTelford_invest @JGGCDN The only issue I have with that analogy is that some flowers grow fast and die equally fast others grow slowly and live for a long time. It's not as simple as letting winners ride"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1946978839487254951) 2025-07-20 17:01:43 UTC 1463 followers, XXX engagements


"$ampg looks like an interesting shitco. If you like turnarounds that could be something to put on the watchlist"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948396637140725803) 2025-07-24 14:55:32 UTC 1467 followers, XXX engagements


"@BobGrayson15 @KairosPraxis Qcom makes the best mobile chips out there. Literally no one likes mediatek"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1947766327944646900) 2025-07-22 21:10:54 UTC 1465 followers, XX engagements


"@ten_crowns @NorthernIion_LP Oh lol missed that. Curse autism"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948345085470605789) 2025-07-24 11:30:41 UTC 1467 followers, 1560 engagements


"@KairosPraxis So the answer is no they'll never overcome that. They're stuck forever. Arm is the one that decides their performance and they're always going to lose to apple and Qualcomm"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1947832119528435998) 2025-07-23 01:32:20 UTC 1462 followers, XX engagements


"@JGGCDN @sincetrader @Quant_Kurtis What is the general strategy of the backtest here Earnings growth Liquidity change I'm curious to know"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1946979627030945989) 2025-07-20 17:04:50 UTC 1466 followers, XXX engagements


"Reratings can be brutal $slp. Low croic it will struggle without organic growth. But it's probably not going to end up as bad as the market thinks"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1945232553322913989) 2025-07-15 21:22:36 UTC 1466 followers, XXX engagements


"@Mufasa_Capital Jdg is so so it's a bit cyclical with a slightly overleveraged balance sheet. Decent but not at the top"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948466369646956900) 2025-07-24 19:32:37 UTC 1467 followers, XXX engagements


"@KairosPraxis Thing is exynos tensor and mediatek chips are the exact same. They all use shitty arm cortex cores and mali GPUs. Only Qualcomm actually uses its own IP which is why they dominate the space"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1947831934777725413) 2025-07-23 01:31:36 UTC 1467 followers, XX engagements


"@KairosPraxis @Skeptical1704 And here is $vhi.to this should be enough to give you the ick. And according to you it should perform horribly- but it has not"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948322100000768407) 2025-07-24 09:59:21 UTC 1465 followers, XXX engagements


"But the dividend I thought it was free money How could the fund manager scam me like this😤"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1947834438278140344) 2025-07-23 01:41:33 UTC 1462 followers, XXX engagements


"@KairosPraxis @Skeptical1704 The fact remains tvk and vhi have done and continue to do XX% dilutions when acquiring cos. In X years you're not going to like how that dilution looks. And as you yourself say PER SHARE is all that matters and on this front $hash.v has grown faster than any company here"  
![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1244305633110884354.png) [@3Plantey2](/creator/x/3Plantey2) on [X](/post/tweet/1948321092466045270) 2025-07-24 09:55:21 UTC 1467 followers, XXX engagements