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[@wolfofharcourt](/creator/twitter/wolfofharcourt)
"@Nybergarenn Its possible if revenue growth reaccelerates to double digits"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948155117322281208) 2025-07-23 22:55:49 UTC 16.6K followers, XX engagements


"$ADYEN Launches Capital for Canadian Platform Customers $ADYEN has rolled out its Capital offering in Canada allowing platform businesses to extend short-term loans to the SMEs that use their services"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1943223192623157308) 2025-07-10 08:18:07 UTC 16.6K followers, 1993 engagements


"$ADYEN Jefferies reiterates its Buy rating PT 2039 $ADYEN's capacity to meet its full-year guidance depends on U.S. consumer trends. A weakening dollar and potential tariffs could weigh on spending. So far company's performance appears to be on track in the second quarter"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945414786478665964) 2025-07-16 09:26:43 UTC 16.6K followers, 2768 engagements


"$UBER and WeRide announce the launch of Saudi Arabias first robotaxi pilot service WeRides robotaxi vehicles will be available through Uber. Riyadh is the third city where WeRide has partnered with Uber following previous deployments in Abu Dhabi and Dubai"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948372212865753415) 2025-07-24 13:18:29 UTC 16.6K followers, 2566 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 👇"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1806297675484037517) 2024-06-27 12:04:59 UTC 16.6K followers, 112.3K engagements


"@stoitz Scale economies shared is a very effective business model just look at Costco"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945805660106703193) 2025-07-17 11:19:55 UTC 16.6K followers, XX engagements


"$MELI Barclays Downgrades to Overweight PT Cut to $3000 Barclays cited concerns about margin pressure in Q2 similar to the recent move by Citi. Despite the downgrade Barclays maintains a positive outlook on the company's long-term growth prospects"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948270153420193852) 2025-07-24 06:32:56 UTC 16.6K followers, 5885 engagements


"$INPST Baptista Research Begins Coverage at Buy PT 16.60"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946103660297277543) 2025-07-18 07:04:04 UTC 16.6K followers, 2124 engagements


"$EVO share price trading at its highest since February Still XX% below its all time high"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947959690211860770) 2025-07-23 09:59:16 UTC 16.6K followers, 6773 engagements


"This weeks earnings Portfolio $ASML $EVO Watching $WISE"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1944312272173810003) 2025-07-13 08:25:43 UTC 16.6K followers, 6448 engagements


"$MELI launches largest Father's Day campaign ever The campaign provides for the distribution of R$ XX million in discount coupons the same amount invested in the last Black Friday and three times the value applied on the date in 2024 which had been R$ XX million"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947949846528479286) 2025-07-23 09:20:09 UTC 16.6K followers, 2177 engagements


"@ConvictionPoint @GabGrowth They would have to download the Uber app when they arrive at the destination like everyone else does"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948212460487373278) 2025-07-24 02:43:41 UTC 16.6K followers, XX engagements


"$ADYEN launches enhanced global Partner Program designed to empower +1000 businesses Key features and benefits of the new $ADYEN Partner Program: - Tiered Structure and Recognition - Tailored Resources andEnablement - Co-Marketing and Sales Support - Growth-Oriented Incentives"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1940011138001117360) 2025-07-01 11:34:33 UTC 16.6K followers, 3830 engagements


"$ADYEN partners with JOE & THE JUICEs to support its International Growth and Expansion $ADYEN is partnering with urban juice bar and coffee concept JOE & THE JUICE to revolutionize its in-store payment experience with Adyens proprietary multimedia countertop SFO1 terminal"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946105772771094595) 2025-07-18 07:12:27 UTC 16.6K followers, 1641 engagements


"$MSFT Citi reiterates its Buy rating PT raised to $XXX from $XXX Citi expects another quarter of positive revisions with Azure numbers for the fourth and first fiscal quarters projected to exceed consensus. The new target is based on XX times fiscal year 2028 earnings per share discounted back. Citi's internal surveys pointed to strong performance across Microsoft's Copilot and Dynamics platforms. It's estimate for fiscal year 2026 Azure growth is about three percentage points higher than market expectations"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948651058869489705) 2025-07-25 07:46:31 UTC 16.6K followers, 1946 engagements


"$ADYEN Report: X in X Travelers Use AI to Book Summer Vacations In a poll of 40000 consumers across XX countries XX% used AI to discover destinations a XX% increase from 2024. AI is a megatrend like no other"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947630445891371515) 2025-07-22 12:10:58 UTC 16.6K followers, 7038 engagements


"Evolution $EVO Q2 2025 Earnings Analysis - Why the stock popped X% after earnings - Can the company regain double-digit growth or is investor optimism premature Read the full article below 👇"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946173159302115488) 2025-07-18 11:40:13 UTC 16.6K followers, 4904 engagements


"$ASML New Street Research upgrades to Buy PT XXX NSR believes ASML is well positioned for 2026 and has the potential to outperform peers in the semiconductor capital equipment sector. While consensus expects only X% revenue growth for ASML next year compared to X% to XX% for peers the firm views this as conservative. It highlights ASML's strong exposure to leading-edge technology and expects the company to benefit from higher growth in leading-edge wafer fab equipment spending with minimal risk of market share loss in China. A normal order intake in Q3 could help ease concerns about 2026"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948654137383813539) 2025-07-25 07:58:45 UTC 16.6K followers, 2227 engagements


"Why were $TSLA Q2 deliveries down XX% When something similar happened in Q1 bulls claimed it was because of the Model Y refresh. What is the explanation now"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948380082923319382) 2025-07-24 13:49:45 UTC 16.6K followers, 2840 engagements


"$EVO analyst sentiment changing since Q2 earnings: BNP Paribas SEK XXX to SEK XXX 🟢 Goldman Sachs SEK XXX to SEK XXX 🟢 Pareto Securities SEK XXX to SEK 1000 🟢 Kepler Cheuvreux SEK 1050 to SEK 1075 🟢"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946108683081146559) 2025-07-18 07:24:01 UTC 16.6K followers, 5699 engagements


"$NU voted as one of the Worlds Top FinTech Companies 2025 in the Neobanking category The ranking was compiled in collaboration with Statista based on rigorous evaluation of KPIs such as revenue growth and employee headcount alongside editorial input from CNBC"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946124130753069122) 2025-07-18 08:25:24 UTC 16.6K followers, 3920 engagements


"Want more than just charts Read the comprehensive $EVO earnings review here"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946712956974342566) 2025-07-19 23:25:11 UTC 16.6K followers, 2022 engagements


"Market Movers - XX Jul 2025 X. $SE $XXX million Impact from Shopees New Seller Order Fees X. $UBER Chinese Expansion via WeChat X. $ADYEN Partnership with Worldwide Golf X. $NU NuCel Launches Physical Chip X. $MELI Mercado Play Sees 6x Growth Read the full article 👇"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1949071455486140917) 2025-07-26 11:37:01 UTC 16.6K followers, 2550 engagements


"The street is dumping $ASML Jefferies XXX from XXX 🔴 Citigroup XXX from XXX 🔴 Morgan Stanley XXX from XXX 🔴"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945793861961617460) 2025-07-17 10:33:02 UTC 16.6K followers, 11.2K engagements


"I sold a full position in the portfolio yesterday. Tomorrow Ill reveal what it was and share the detailed rationale behind the decision. Click the link in my bio to get it delivered straight to your inbox @wolfofharcourt"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947618027425697970) 2025-07-22 11:21:37 UTC 16.6K followers, 3807 engagements


"@GabGrowth $GRND users are more reoccurring in nature the success of $MTCH is realised when you leave the platform"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946048855466012834) 2025-07-18 03:26:17 UTC 16.6K followers, XXX engagements


"@LNathell They always provide the weekly update no"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947197147197436095) 2025-07-21 07:29:11 UTC 16.6K followers, XXX engagements


"Current Priority Watchlist Wise $WISE Axon $AXON Hermes $RMS Coupang $CPNG Hims & Hers $HIMS What's on yours"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1929132868573495460) 2025-06-01 11:08:12 UTC 16.6K followers, 16.3K engagements


"$AMZN the street is bullish again BMO $XXX to $XXX 🟢 Citigroup $XXX to $XXX 🟢 Scotiabank $XXX to $XXX 🟢 Needham & Co $XXX to $XXX 🟢 HSBC Securities $XXX to $XXX 🟢 Deutsche Securities $XXX to $XXX 🟢"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947922943402774878) 2025-07-23 07:33:15 UTC 16.6K followers, 3780 engagements


"A really important nugget from $TSLA Q2 earnings: Robotaxis have driven 7000 miles in Austin over the course of a month. That works out to fewer than XX miles per day per vehicle. This is a surprisingly low number. Maybe distribution really does matter after all Long $UBER"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948981541872566639) 2025-07-26 05:39:44 UTC 16.6K followers, 2907 engagements


"Portfolio Review - June 2025 $MELI $META $ADYEN $SE $AMZN $NU $MSFT $ABBV $EVO $ASML $UBER $INPST $V $APR.WA $TXN $HD $NIO Full review below including details about two positions I added to Q2 and YTD performance and buy list 👇"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1940378015839420709) 2025-07-02 11:52:24 UTC 16.6K followers, 8503 engagements


"$EVO Q2 2025 earnings are OUT Revenue: XXX million +3% YoY (Est XXX million 🟢) Adjusted EPS: XXXX -X% YoY (Est EPS: XXXX 🔴) Revenue did not decline sequentially as market had expected. Full earnings review will be covered in the newsletter in the coming days"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945718611324334352) 2025-07-17 05:34:01 UTC 16.6K followers, 18K engagements


"$ADYEN tackles golf payments $ADYEN is delving deeper into the world of golf payments following partnership with the equipment and apparel company Worldwide Golf. The chain of golf stores will now use Adyens payment terminals across its roughly XXX U.S. locations"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946844705997893857) 2025-07-20 08:08:43 UTC 16.6K followers, 2533 engagements


"$SE Estimated Impact of New Seller Fees in Indonesia Indonesia's e-commerce GMV market is valued at $XXXX billion and Shopees XX% market share translates to $XX billion. Assuming an average order value of $XX this implies XXX billion orders. At a fee of $XXXX per order the new seller fees could generate an estimated $XXX million in incremental revenue"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947249173906231416) 2025-07-21 10:55:55 UTC 16.6K followers, 13.3K engagements


"$EVO FCF margin dropped to XX% in Q2 down from XX% in Q1. The spike in Q1 was due to the collection of accounts receivable related to FY24. Wheres the guy who tried to convince me this trend wasnt temporary and should be extrapolated into the future now"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945795235830997081) 2025-07-17 10:38:30 UTC 16.6K followers, 4570 engagements


"$ADYEN Medicalforce adopts Adyens Seamless Payment Platform Previously medicalforce only provided an online payments function in which patients registered their credit card information in advance and clinic staff linked the payment manually"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1940749399283449983) 2025-07-03 12:28:08 UTC 16.6K followers, 1965 engagements


"$NU Named Latin Americas Best Digital Bank for Consumers by Euromoney The British magazine also recognized $NU as Brazils Best Digital Bank for revolutionizing the retail banking market while reaching unprecedented growth that has led to market-leading profitability"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946546873898283506) 2025-07-19 12:25:14 UTC 16.6K followers, 3787 engagements


"$NU NuCel Launches Physical Chip From today customers in Brazil will be able to purchase the chip directly through the NuCel tab in the app and have it shipped directly home at no cost and in just a few days. With flexible plans no loyalty requirements and activation in just a few clicks NuCel offers benefits from the Nubank ecosystem"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948343912214433857) 2025-07-24 11:26:01 UTC 16.6K followers, 4259 engagements


"$UBER I really think the market is underappreciating how big of a deal this could be How many western tech companies have direct access to the Chinese consumer"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947948700141269420) 2025-07-23 09:15:35 UTC 16.6K followers, 4311 engagements


"$UBER teams up with BNPL service Afterpay The BNPL service is available to Uber and Uber Eats customers in Australia and New Zealand for takeaway purchases and rideshare trips. If bro can't pay for a $XX ride without installments then just walk 😂"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945798022006472917) 2025-07-17 10:49:34 UTC 16.6K followers, 1865 engagements


"Shopee's Dominance in Southeast Asia's E-Commerce Market The $XXX billion market opportunity for $SE $BABA $BUKA $AMZN and others. Read the full article 👇"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1943992306165854694) 2025-07-12 11:14:18 UTC 16.6K followers, 5608 engagements


"$TSLA reports its Q2 earnings today and the consensus estimates are as follows: Revenue: $XXXX billion -XX% YoY EPS: $XXXX -XX% YoY Market not going to care about the numbers all about the story Elon spins"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948017875895382296) 2025-07-23 13:50:28 UTC 16.6K followers, 2058 engagements


"$ADYEN partners with Stash to power scalable D2C monetisation for game developers Stash has partnered with Adyen to deliver a payment stack tailored for mobile game developers to help them scale merging Adyens payment infrastructure with Stashs D2C growth tools"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946106241132151058) 2025-07-18 07:14:19 UTC 16.6K followers, 1740 engagements


"@venusinox1 I regretted not buying this last year when it happened might get another chance now"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945803816542314649) 2025-07-17 11:12:35 UTC 16.6K followers, XXX engagements


"$ADYEN TD Cowen raises PT to 1716 from 1710"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1945021040847151450) 2025-07-15 07:22:07 UTC 16.6K followers, 2395 engagements


"$ADYEN AlphaValue/Baader Europe upgrades to Buy rating PT 2027"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1944691622060732438) 2025-07-14 09:33:07 UTC 16.6K followers, 2353 engagements


"@ReneSellmann @DividendTalk_ @European_DGI One of my fav podcasts and I am not even a dividend growth investor two great guys"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1946863413080269059) 2025-07-20 09:23:03 UTC 16.6K followers, XXX engagements


"$ASML AlphaValue/Baader Europe Upgrades to Add raises PT to XXX from 688"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1948269146397085993) 2025-07-24 06:28:56 UTC 16.6K followers, 3724 engagements


"$MELI Return on Invested Capital The company is generating more profit for each dollar invested. The reinvestment runway is still enormous"  
![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1304883350730047493.png) [@wolfofharcourt](/creator/x/wolfofharcourt) on [X](/post/tweet/1947283184259133602) 2025-07-21 13:11:04 UTC 16.6K followers, 5942 engagements