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[@7LukeHallard](/creator/twitter/7LukeHallard)
"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1912097938517426354) 2025-04-15 10:57:28 UTC 17.1K followers, 56.5K engagements


"@santaordanny Here's a view of total returns on currently open positions. I have a couple of now closed positions that beat the 65x I've earned on $ISRG"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1944334099507818696) 2025-07-13 09:52:27 UTC 17.1K followers, XXX engagements


"💣 What does Elon's America Party mean for $TSLA 💰 Why Robinhood's plan to tokenize private equity (SpaceX OpenAI) could fleece retail investors $HOOD 📊 Big Bear AI is NOT the Next Palantir $BBAI $PLTR 🎯 Krzysztof buys semiconductors Luke buys sausage rolls $AMD $GRG"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1944768435109650585) 2025-07-14 14:38:21 UTC 17.2K followers, 1831 engagements


"Musk vs Trump: Which stocks will suffer most from this lovers quarrel Which investments have better than ever odds We predicted it but was it inevitable Tesla $TSLA Rocket Lab $RKLB Blue Origin SpaceX AST Space Mobile $ASTS EOS Energy $EOSE"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1930977897927376983) 2025-06-06 13:19:41 UTC 17.1K followers, 7877 engagements


"In the round I plan to increase my exposure to small-cap tech particularly software. The Fed is likely to start cutting rates in the next few quarters in pursuit of the long-term rate target of 2%. This is generally positive for equities especially growth sectors such as technology where future cash flows are more critical to the investing thesis and thus more heavily impacted by changes to the risk-free rate. While mega-cap tech stocks are nearing peak valuations (with a few exceptions such as $GOOGL which still offers compelling long-term upside) smallcap tech has been overlooked to some"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1943981754160759065) 2025-07-12 10:32:22 UTC 17.2K followers, XXX engagements


"I just posted my thoughts on the possible trajectory of Rocket Lab $RKLB over the next 6-12 months including how I plan to manage this in my own portfolio. Article is live now for all Wall Street Wildlife patreons (including the free membership tier)"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1945109507165548932) 2025-07-15 13:13:39 UTC 17.1K followers, 2589 engagements


"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1900218866225070586) 2025-03-13 16:14:16 UTC 17.1K followers, 68.5K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15."  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1933258921235657118) 2025-06-12 20:23:39 UTC 17.2K followers, 29.3K engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15."  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1943981745881108736) 2025-07-12 10:32:20 UTC 17.2K followers, 10.9K engagements


"Two new buys this month Greggs $GRG has been on my watchlist since 2023 and last week's price drop offered a tempting bargain. This is a 100-year-old British brand with a strong employee culture a clear growth strategy and a healthy stable dividend. While I'm not expecting"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1943981748485799942) 2025-07-12 10:32:20 UTC 17.1K followers, XXX engagements


"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15."  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1922280237242466357) 2025-05-13 13:18:17 UTC 17.2K followers, 15.9K engagements


"@InvestmentTalkk @QualityInvest5 Ark's research is good but it's price forecasts and models are delusional. Years of underperformance so now need to sustain the hype just to manage inflows/outflows and stay afloat. If Ark ever got serious about making realistic forecasts most of the dumb money would exit"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1946824935466483855) 2025-07-20 06:50:09 UTC 17.1K followers, XX engagements


"At the start of last year I had a XX% allocation to cybersecurity as an investment theme. With the recent trimming of Crowdstrike $CRWD due to valuation concerns that dropped as low as XXX% making it a prime target to increase exposure albeit in companies that offer slightly better value than $CRWD $PANW or $ZS. This month I added CyberArk $CYBR to my portfolio the Gartner and Forrester leader for Privileged Access Management. I particularly noted its "digital vault" for credentials and the Privileged Session Manager which acts as a secure proxy for privileged sessions allowing credential"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1943981751514128399) 2025-07-12 10:32:21 UTC 17.1K followers, XXX engagements


"🚨 Robinhood is tokenizing private equity: EXTREMELY DANGEROUS It isn't democratisation; it's a minefield of arbitrage & dilution. Huge demand + tiny supply = inflated tokens + real risk + massive wealth transfer from tokenholders to $HOOD Full discussion in next week's pod"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1944075615692640703) 2025-07-12 16:45:20 UTC 17.2K followers, 4636 engagements


"I took an outsized allocation to $ISRG in 2006 as the very first growth stock I ever bought. It's generated a 47x return and has always been the largest position in my investment portfolio. $RKLB just overtook it for my number one spot"  
![@7LukeHallard Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14196664.png) [@7LukeHallard](/creator/x/7LukeHallard) on [X](/post/tweet/1944852851676549580) 2025-07-14 20:13:48 UTC 17.2K followers, 8644 engagements