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[@Stock_Inf0](/creator/twitter/Stock_Inf0)
"Market efficiency in one chart. $CROX generates massive cash flow at 5x P/CF while Nike $NKE Adidas $ADDYY and On $ONON all trade north of 25x. Sometimes the best brands arent the flashiest just the most ignored. I remain bullish on Crocs and ambassador Sydney Sweeney"  
[X Link](https://x.com/Stock_Inf0/status/1976356971944022432) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-09T18:39Z 5471 followers, 2247 engagements


"@teechongyen $DECK is pretty interesting. Nonetheless I think $CROX as a long-term investment could be even better/ Sentiment is just a bit against it"  
[X Link](https://x.com/Stock_Inf0/status/1976357410077016354) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-09T18:41Z 5471 followers, XXX engagements


"$HIMS turned from a startup meme into a $2B-revenue machine. XX% revenue CAGR since 2019. Turns out the best growth drug was subscription healthcare. It might be controversial but the management team definitely knows how to execute"  
[X Link](https://x.com/Stock_Inf0/status/1979617372999938400) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-18T18:35Z 5471 followers, 2219 engagements


"Jensen Huang of $NVDA on China and its impact. 🔽"  
[X Link](https://x.com/Stock_Inf0/status/1980037385103491366) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-19T22:24Z 5471 followers, 1986 engagements


"A beauty stock trading like a tech company Oddity Tech $ODD is growing 25%+ with XX% net profit margins a unique are combo. I broke down whether the AI + DTC hype justifies its premium multiples. If you are looking for some weekend reading 🔽"  
[X Link](https://x.com/Stock_Inf0/status/1969175534698397769) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-09-19T23:03Z 5471 followers, XXX engagements


"Quantum computing stocks are priced liek this tech from these companies will change the world tomorrow. $IONQ $QBTS $QUBT has a 9000x multiple on sales $RGTI 1100x. Sure the tech might have potential but these valuations are ludicrous"  
[X Link](https://x.com/Stock_Inf0/status/1971567543380033631) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-09-26T13:28Z 5471 followers, 40.3K engagements


"Oddity $ODD Management is looking to expand into medical-grade skincare and wellness. Europe and Asia represent untapped international markets. Both can double the size of the addressable market and drive years of growth. If execution does not change Oddity could be worth less as a "beauty brand" and more as a consumer-tech platform"  
[X Link](https://x.com/Stock_Inf0/status/1973420642926985490) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-01T16:12Z 5471 followers, XXX engagements


"Crocs $CROX issued equity in 2022 to pay for the $2.5B HeyDude acquisition resulting in shares outstanding growth of nearly X% after several years of consistent declines. Buybacks have since resumed decreasing the float by X% in 2024. This highlights two aspects: X. HeyDude created short-term dilution and integration challenges. X. $CROX free cash flow machine is still strong enough to aggressively bring shares back down again"  
[X Link](https://x.com/Stock_Inf0/status/1973791516557521004) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-02T16:45Z 5471 followers, 1502 engagements


"$RACE dropped XX% after releasing its earnings. Lets be real people spending $500k+ on a Ferrari arent looking for a silent car. They want the noise the smell the chaos. You cant replace that with a sound button. Ferrari knows that good move to scale back EV targets from XX% to XX% by 2030. Ferrari remains a fabulous company but the 2030 outlook was just not good enough"  
[X Link](https://x.com/Stock_Inf0/status/1976365295754469633) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-09T19:13Z 5467 followers, 1482 engagements


"Oddity Tech $ODD with a XX% drop today on more than 4x average daily volume. No news at all it looks like. Could drop down to the low $40s and give back all its gains since the ER in may. Interesting AI/Beauty play with strong growth numbers. No catalyst upcoming apart from the ER in November. Chart looks super ugly now"  
[X Link](https://x.com/Stock_Inf0/status/1976381072905802139) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-09T20:15Z 5471 followers, 1130 engagements


"Oklo $OKLO the gift that keeps on giving. Up XX% for the day and now at a $25B+ market cap. Without any revenue"  
[X Link](https://x.com/Stock_Inf0/status/1977804585055257032) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-13T18:32Z 5468 followers, XXX engagements


"Not going to lie a lot of these charts actually look pretty decent for continuation higher if this is consolidation phase. $IONQ right at the 20D EMA for example. $RGTI got bought up intra day etc"  
[X Link](https://x.com/Stock_Inf0/status/1978563713712926951) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-15T20:48Z 5467 followers, XXX engagements


"$PYPL cut its share count by almost XX% since 2021 over 200M shares were repurchased. Everyone talks about user growth. Few notice the silent compounding from buybacks. The share price has some catching up to do"  
[X Link](https://x.com/Stock_Inf0/status/1978565770595483817) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-15T20:56Z 5469 followers, 11.1K engagements


"@Couch_Investor @acce Indeed he should go more aggressively. Also I think they could still cut some workforce to gain efficiency. $PYPL"  
[X Link](https://x.com/Stock_Inf0/status/1979468112769491289) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-18T08:42Z 5471 followers, XXX engagements


"The Swiss franc continues to appreciate vs #EUR and #USD and 3-year yields have turned negative again. A stronger #CHF + negative yields = stealth tightening. This means: Pain for exporters  Safe-haven flows return"  
[X Link](https://x.com/Stock_Inf0/status/1978353189746254157) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-15T06:52Z 5471 followers, XXX engagements


"Finally the Quantum stocks are losing their fuel. Hard to time these correctly. Have some minor exposure through $QTUM put spreads. $IONQ $QUBT $QBTS $RGTI"  
[X Link](https://x.com/Stock_Inf0/status/1979199112055570844) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-17T14:53Z 5471 followers, XXX engagements


"Great tweet by @TheShortBear It is exactly what he mentions. Its not fear yet its fatigue. When every breakout becomes liquidity for the next one you know were near the point where rotation starts and can end up in liquidation"  
[X Link](https://x.com/Stock_Inf0/status/1979476008190226764) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-18T09:13Z 5470 followers, XXX engagements


"@eliant_capital This is definitely interesting. Pretty big deal for $BABA as well if they are able to do that. Adds a bit of color to the below video of Jensen Huang as well"  
[X Link](https://x.com/Stock_Inf0/status/1980038374510477649) [@Stock_Inf0](/creator/x/Stock_Inf0) 2025-10-19T22:28Z 5471 followers, 1648 engagements