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[@BillDri96053499](/creator/twitter/BillDri96053499)
"@Stephanie_Link People should know that $VRT is not $NVDA. This is a much more crowded space and the technological hurdles are more limited therefore the moat is narrow"  
[X Link](https://x.com/BillDri96053499/status/1977785432394862783) [@BillDri96053499](/creator/x/BillDri96053499) 2025-10-13T17:16Z XXX followers, XXX engagements


"@BourbonCap $VRRM Verra Mobility- runs the backend systems to process tolls for all the major car rental companies and also is the largest player in red light cameras. Cashflow machine that I think has XX% upside to fair value"  
[X Link](https://x.com/BillDri96053499/status/1978530125734895785) [@BillDri96053499](/creator/x/BillDri96053499) 2025-10-15T18:35Z XXX followers, XXX engagements


"$RGTI $QBTS $IONS $QUBT Barron's"  
[X Link](https://x.com/BillDri96053499/status/1975997404085354696) [@BillDri96053499](/creator/x/BillDri96053499) 2025-10-08T18:51Z XXX followers, XXX engagements


"I'm surprised the $SMH is holding up so well with $TSM guidance showing a pretty strong deceleration in the growth rate. I thought semi's traded on the second derivative"  
[X Link](https://x.com/BillDri96053499/status/1978910365095223625) [@BillDri96053499](/creator/x/BillDri96053499) 2025-10-16T19:46Z XXX followers, XXX engagements