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[@germain_franck](/creator/twitter/germain_franck)
"@Bigkev451 $nvda $avgo $amd $meta Hi Girls & Boys while waiting for EssilorLuxottica earnings to drop in XX mn here the thesis why AI is not a bubble and just about to start according to Nick Griffin Founding Partner and CIO of Munro Partners What do you think"  
[X Link](https://x.com/germain_franck/status/1978848513686491315) [@germain_franck](/creator/x/germain_franck) 2025-10-16T15:40Z XXX followers, XX engagements


"@Bigkev451 I'll add some $meta with Essilor gains tomorrow"  
[X Link](https://x.com/germain_franck/status/1978856051412701592) [@germain_franck](/creator/x/germain_franck) 2025-10-16T16:10Z XXX followers, XX engagements


"@Solix_Trade but look Kering is saving by posting less weak numbers as expected $KER.PA +8% We Gucci $RMS.PA $MC.PA"  
[X Link](https://x.com/germain_franck/status/1981269717558960480) [@germain_franck](/creator/x/germain_franck) 2025-10-23T08:01Z XXX followers, XX engagements


"@danshep55 when is quantum computing there: before or after Valerie's delivery"  
[X Link](https://x.com/germain_franck/status/1981290479053353270) [@germain_franck](/creator/x/germain_franck) 2025-10-23T09:23Z XXX followers, XX engagements


"@Solix_Trade *saving = saving us luxus bag holders"  
[X Link](https://x.com/germain_franck/status/1981338275324309775) [@germain_franck](/creator/x/germain_franck) 2025-10-23T12:33Z XXX followers, X engagements


"@dax50 sadly $rms.pa rallied +7% with this first sign of turn-around in China pointed out by LVMH Wish we've got more time to chill at the bottom They say Berenberg likes Herms and BC better now as top-pick. Let's see next week"  
[X Link](https://x.com/germain_franck/status/1978717726194499665) [@germain_franck](/creator/x/germain_franck) 2025-10-16T07:00Z XXX followers, XX engagements


"@dax50 I feel things are improving for the luxe sector. Chart people might tell we are still on a downtrend for $mc.pa LVMH (lower highs lower lows) but I won't bet against stock price below 650-700 at EOY where the recent uptrend line meets its resistance"  
[X Link](https://x.com/germain_franck/status/1978755077775949839) [@germain_franck](/creator/x/germain_franck) 2025-10-16T09:29Z XXX followers, XX engagements


"@Bigkev451 $EL.PA (not Estee Lauder) Essilor up X% after hour"  
[X Link](https://x.com/germain_franck/status/1978854891662565381) [@germain_franck](/creator/x/germain_franck) 2025-10-16T16:05Z XXX followers, XXX engagements


"@theresa_perrin"  
[X Link](https://x.com/germain_franck/status/1980467729506398319) [@germain_franck](/creator/x/germain_franck) 2025-10-21T02:54Z XXX followers, XX engagements