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[@philoinvestor](/creator/twitter/philoinvestor)
"$META WhatsApp taking another stab at Zoom $ZM. You can schedule calls on WhatsApp now super easily. This should do some damage"  
[X Link](https://x.com/philoinvestor/status/1976570918156533865) [@philoinvestor](/creator/x/philoinvestor) 2025-10-10T08:50Z 7702 followers, XXX engagements


""People calculate too much and think too little." This problem has probably increased massively these days"  
[X Link](https://x.com/philoinvestor/status/1979228917396337011) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T16:52Z 7702 followers, XXX engagements


"NIKKEI up X% - Yen crashed JGB yields spiked. Market reacting with the Abenomics playbook as if this is a redux. $JPY I posted my work on Abenomics (The Spell of Abe) from XX years ago for context here:"  
[X Link](https://x.com/philoinvestor/status/1975133403868754049) [@philoinvestor](/creator/x/philoinvestor) 2025-10-06T09:37Z 7702 followers, XXX engagements


"☢Powering OpenAI x $NVDA $AMD $AVGO deals exclusively with nuclear requires XX GW continuous. #NuclearPhilo Thats XX% of Chinas XXXX GWe under construction. Uranium required: XXX ktU/yr (7% global uranium production)"  
[X Link](https://x.com/philoinvestor/status/1978267783562396006) [@philoinvestor](/creator/x/philoinvestor) 2025-10-15T01:12Z 7702 followers, 1627 engagements


"The first rule of startups is."Never grow too big that all the money in the world aren't enough to fund your next round" Open AI isn't too big to fail it's too big to succeed"  
[X Link](https://x.com/philoinvestor/status/1978313910970130704) [@philoinvestor](/creator/x/philoinvestor) 2025-10-15T04:16Z 7702 followers, 1161 engagements


"🧸 $BELA.AT A TALE OF BUSINESS OWNING AND FINANCIAL MARKETS In the summer of 2015 amidst the Tsipras/ SYRIZA government and the subsequent negotiations between Greece and the "Troika" - I had a somewhat large position on Jumbo shares. It must have been XX% of the portfolio. Worries were that a "Grexit" would have ejected Greece from the Euro and back to the drachma with fears of a financial depression and all the trimmings. (same worries existed in 2012) Negotiations weren't going well and Draghi/ECB decided to pull the plug on the Greek ELA situation effectively forcing the banks into a"  
[X Link](https://x.com/philoinvestor/status/1729980859355111693) [@philoinvestor](/creator/x/philoinvestor) 2023-11-29T21:49Z 7699 followers, 6743 engagements


"Need to start writing more investment-related stories for you guys. $BELA.AT"  
[X Link](https://x.com/philoinvestor/status/1969700174806360191) [@philoinvestor](/creator/x/philoinvestor) 2025-09-21T09:48Z 7701 followers, 1459 engagements


"Interesting businesses down 50%+ from highs pain is obvious upside could be too: X. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. X. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. X. $LULU: US slowing yet global cult brand expanding into mens and Asia. X. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. X. $BALL : debt heavy volumes weak but undisputed category leader with"  
[X Link](https://x.com/philoinvestor/status/1973356494650331317) [@philoinvestor](/creator/x/philoinvestor) 2025-10-01T11:57Z 7698 followers, 15.5K engagements


"$COUR Coursera x Open AI partnership Is it a major shock that Open AI needs content partners to further their causes. It shouldn't be See attached thread from last may. 👇"  
[X Link](https://x.com/philoinvestor/status/1975270584348254327) [@philoinvestor](/creator/x/philoinvestor) 2025-10-06T18:43Z 7698 followers, 1616 engagements


"$NVDA You can call this the Nvidia Put 👇 *CoreWeave Nvidia sign $XXX billion cloud computing capacity order. CoreWeave opens new tab has signed a $XXX billion initial order with backer Nvidia opens new tab the data center operator said on Monday in a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers. From last month:"  
[X Link](https://x.com/philoinvestor/status/1979162926046154761) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T12:29Z 7698 followers, XXX engagements


"Five Under-the-Radar stocks with potentially big upside. X. $FEVR.L Fever-Tree - leader in the premium mixers category (and more). Growth ahead and selling for 3X sales after a deep price slump. Issues being fixed. X. $COUR Coursera - leader in EdTech pushing on cost control and growing year by year. Fortress balance sheet and could execute on a sector-changing acquisition going forward. Dumped their CEO recently. No AI isn't going to kill them probably the contrary. X. $CROX - category leader with a brand strong enough to be copied. Executed on pointless acquisition with HeyDude and now"  
[X Link](https://x.com/philoinvestor/status/1960660381182939237) [@philoinvestor](/creator/x/philoinvestor) 2025-08-27T11:07Z 7699 followers, 4023 engagements


"You didn't buy the Greek sovereign. But you *did* buy Credit Suisse convertibles and Bayer"  
[X Link](https://x.com/philoinvestor/status/1979258611164680240) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T18:50Z 7698 followers, XXX engagements


"A.I. confusions and misunderstandings in the EdTech market. $COUR Coursera's share price closed at $XXXX today that's a market cap of $1.33bln. Last qtr the company had a net cash of $700mln (52% of market cap) Ok.but does the company burn cash Let's see 👇"  
[X Link](https://x.com/philoinvestor/status/1791623929615761722) [@philoinvestor](/creator/x/philoinvestor) 2024-05-18T00:16Z 7699 followers, 16.4K engagements


"We going back here $BTC $ETH"  
[X Link](https://x.com/philoinvestor/status/1979162106512421205) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T12:26Z 7702 followers, 1013 engagements


"My go-to short bucket when the AI tide turns. $PLTR real biz unreal multiple overhyped future $NVDA the central bank of AI bound to drop $ORCL boomer proxy renting GPUs at a loss $AMD effectively an OpenAI proxy now $CRWV grifty and over-levered hyperscaler sidecar $NBIS AI infra but without the enterprise customers Each stock has a different story ADR and volatility so I will pick choose and trade accordingly"  
[X Link](https://x.com/philoinvestor/status/1976001988790792690) [@philoinvestor](/creator/x/philoinvestor) 2025-10-08T19:09Z 7702 followers, 34.6K engagements


"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. 🥾 Fever-Tree $FEVR.L Premium mixer leader trading at X sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita 😉 Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll 👑 Clarksons $CKN.L Shippings quiet"  
[X Link](https://x.com/philoinvestor/status/1977654691715510629) [@philoinvestor](/creator/x/philoinvestor) 2025-10-13T08:36Z 7702 followers, 11K engagements


"Double Top on $BTC from August still in play"  
[X Link](https://x.com/philoinvestor/status/1979347911491358846) [@philoinvestor](/creator/x/philoinvestor) 2025-10-18T00:44Z 7702 followers, 1079 engagements