LunarCrush LLM | creator/twitter::1460547423986765828/posts

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[@TheLongHold__](/creator/twitter/TheLongHold__)
"@BigDegenEth @moninvestor This will be one of they situations were they turn round in hindsight and say we tried to tell you without telling you Are the signs already there $IREN 🤝 $NVDA"  
[X Link](https://x.com/TheLongHold__/status/1980899070127562765) [@TheLongHold__](/creator/x/TheLongHold__) 2025-10-22T07:28Z XXX followers, XXX engagements


"3 world class companies I own that I still consider a buy: $AMZN (Amazon): E-commerce & Cloud giant (AWS). The primary investment case is centered on margin expansion. While the massive e-commerce segment dominates revenue the $100+ billion run-rate AWS (Amazon Web Services) cloud division and the high-margin Advertising business generate the vast majority of operating profit. This reliable high-margin cash flow from the cloud continues to fund the vast capital expenditure for both next-gen AI infrastructure and the final-mile optimization of the core retail network. The dynamic of the stock"  
[X Link](https://x.com/TheLongHold__/status/1980234227460297084) [@TheLongHold__](/creator/x/TheLongHold__) 2025-10-20T11:26Z XXX followers, XXX engagements


"$WISE.L (Wise PLC): Global money transfer and multi-currency account provider. Wise is structurally cheaper than competitors due to its proprietary "peer-to-peer" payment infrastructure which pools local bank accounts worldwide. This avoids the high cost and slow speed of the traditional SWIFT network allowing Wise to charge ultra-low fees (constantly reducing its take rate) while maintaining high operating margins. This aggressive focus on low-cost and transparency creates a powerful competitive flywheel: lower prices drive higher transaction volumes which further unlocks economies of scale"  
[X Link](https://x.com/TheLongHold__/status/1980234231855902826) [@TheLongHold__](/creator/x/TheLongHold__) 2025-10-20T11:26Z XXX followers, XXX engagements


"@BourbonCap Highest conviction at this moment lies in: $AMZN $GOOGL $WISE.L & $MELI"  
[X Link](https://x.com/TheLongHold__/status/1980868435614786018) [@TheLongHold__](/creator/x/TheLongHold__) 2025-10-22T05:26Z XXX followers, 1018 engagements


"@meeijer $HIMS $BZAI & $NVO. These X are arguably more of a buy than the others right now however theres an argument for others too"  
[X Link](https://x.com/TheLongHold__/status/1981489459762716698) [@TheLongHold__](/creator/x/TheLongHold__) 2025-10-23T22:34Z XXX followers, 4813 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TheLongHold__ "@BigDegenEth @moninvestor This will be one of they situations were they turn round in hindsight and say we tried to tell you without telling you Are the signs already there $IREN 🤝 $NVDA"
X Link @TheLongHold__ 2025-10-22T07:28Z XXX followers, XXX engagements

"3 world class companies I own that I still consider a buy: $AMZN (Amazon): E-commerce & Cloud giant (AWS). The primary investment case is centered on margin expansion. While the massive e-commerce segment dominates revenue the $100+ billion run-rate AWS (Amazon Web Services) cloud division and the high-margin Advertising business generate the vast majority of operating profit. This reliable high-margin cash flow from the cloud continues to fund the vast capital expenditure for both next-gen AI infrastructure and the final-mile optimization of the core retail network. The dynamic of the stock"
X Link @TheLongHold__ 2025-10-20T11:26Z XXX followers, XXX engagements

"$WISE.L (Wise PLC): Global money transfer and multi-currency account provider. Wise is structurally cheaper than competitors due to its proprietary "peer-to-peer" payment infrastructure which pools local bank accounts worldwide. This avoids the high cost and slow speed of the traditional SWIFT network allowing Wise to charge ultra-low fees (constantly reducing its take rate) while maintaining high operating margins. This aggressive focus on low-cost and transparency creates a powerful competitive flywheel: lower prices drive higher transaction volumes which further unlocks economies of scale"
X Link @TheLongHold__ 2025-10-20T11:26Z XXX followers, XXX engagements

"@BourbonCap Highest conviction at this moment lies in: $AMZN $GOOGL $WISE.L & $MELI"
X Link @TheLongHold__ 2025-10-22T05:26Z XXX followers, 1018 engagements

"@meeijer $HIMS $BZAI & $NVO. These X are arguably more of a buy than the others right now however theres an argument for others too"
X Link @TheLongHold__ 2025-10-23T22:34Z XXX followers, 4813 engagements