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[@InvestingVisual](/creator/twitter/InvestingVisual)
"9/ $DLO vs $ADYEY - Digital payment processors with different focus points"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144037987328065) 2025-07-04 14:36:18 UTC 77.5K followers, 10.4K engagements


"I believe A.I. is just getting started. Businesses I think are best positioned for each phase: Phase 1: $NVDA $ASML $AMD $TSMC $NBIS Phase 2: $MSFT $META $GOOGL $AMZN Phase 3: $PLTR $NOW $TEM $CRWD $NET Phase 4: $SPOT $SHOP $TEAM $TSLA $DUOL"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946888567017587198) 2025-07-20 11:03:00 UTC 77.5K followers, 97.2K engagements


"Important day for semi's tomorrow $ASML Q2 earnings incoming EST. Revenue: $XXXX Bln (+20.8%) Est. EPS: $XXXX (+30.3%)"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945112362748408024) 2025-07-15 13:25:00 UTC 77.5K followers, 22.2K engagements


"8/ $CRM vs $NOW - Two SaaS giants dominating enterprise software"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144033377894476) 2025-07-04 14:36:16 UTC 77.5K followers, 11.8K engagements


"$PLTR is now trading at 84x EV/Revenue even higher than $NET during the 2021 craze. That didnt end well for $NET stock in the months that followed. Will history repeat itself or is this time different🤔"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945141948500615573) 2025-07-15 15:22:34 UTC 77.5K followers, 25.2K engagements


"How they make money: $NVDA vs $AMD 🫰 I like both of them for different reasons. Do you have a favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942994156000870795) 2025-07-09 17:08:00 UTC 77.5K followers, 38.9K engagements


"You're given $100000. Would you invest it in $NVDA or $AMD"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1910705471679344969) 2025-04-11 14:44:18 UTC 77.5K followers, 233.9K engagements


"The AI chip market is set to grow from $96B to $927B by 2034 a massive XX% CAGR. Businesses best positioned to benefit: Tier X - AI Foundation: $ASML $TSM $AMAT Tier X - AI Chips: $NVDA $AMD $AVGO Tier X - AI Infra : $NBIS $CRWV $CDNS"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943997816277545243) 2025-07-12 11:36:11 UTC 77.5K followers, 209.1K engagements


"$CRM vs $NOW: A face-off between two enterprise software giants"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947718290731897191) 2025-07-22 18:00:02 UTC 77.5K followers, 15.9K engagements


"A fundamental side-by-side of two popular fintechs: $HOOD vs $SOFI. Which ones your favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1940079016113053929) 2025-07-01 16:04:17 UTC 77.5K followers, 41K engagements


"NASDAQ $QQQ just hit a new all-time high now up XX% since the April lows"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947321415222354110) 2025-07-21 15:42:59 UTC 77.5K followers, 9586 engagements


"$ASML vs $TSM: two businesses essential to the AI era. Who's your favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946253638977966361) 2025-07-18 17:00:01 UTC 77.5K followers, 71.7K engagements


"A breakdown why $DLO isn't just a mini $ADYEY covering: X - Business models X - Geographic focus X - Product suite X - Client base X - Technology X - Competitive dynamics X. - $DLO's moat X - Is $ADYEY a threat to $DLO X - Final take Let's dive in 🧵👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216350125899947) 2025-07-21 08:45:30 UTC 77.5K followers, 30.9K engagements


"4 - Client Base & Use Cases 👥 $ADYEY: Serves enterprise clients globally (e.g. $EBAY $SPOT $MSFT). Clients use it for complete payment coverage across developed and select emerging markets. Strong in retail travel digital platforms and companies with omnichannel needs. $DLO: Also serves large global clients (e.g. $AMZN $NFLX $UBER) often alongside $ADYEY or Stripe. It is commonly used to fill gaps in difficult emerging markets. $DLO is also growing in serving local merchants in emerging countries moving beyond just cross-border"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216359860957329) 2025-07-21 08:45:32 UTC 77.5K followers, XXX engagements


"$ISRG: A wonderful wide-moat business but it doesnt come cheap"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947286689992577387) 2025-07-21 13:25:00 UTC 77.5K followers, 12.3K engagements


"Wide-Moat Business Series No. X of 12: $META: XXX BILLION daily active users Return on equity of XX% $XX Bln cash Impressive"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942290016472031567) 2025-07-07 18:30:00 UTC 77.5K followers, 30.3K engagements


"$GOOGL vs $MSFT: the valuation gap continues to expand"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948056765389541779) 2025-07-23 16:25:00 UTC 77.5K followers, 47.2K engagements


"Wide-Moat Business Series No. X of 12: $GOOGL 🔹 Cloud growth of XX% 🔹 $72B in cash (pre-Wiz acquisition) 🔹 Reasonably valued What are your thoughts on $GOOGL"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941567252786184370) 2025-07-05 18:38:00 UTC 77.5K followers, 54K engagements


"$ASML Q2 Earnings are in with a double beat🚨 Revenue: 7.69B vs Est. 7.51B (+23%) EPS: XXXX vs Est. XXXX (+47%) Q3 outlook: 7.4B7.9B vs Est. 8.21B"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945361997442199925) 2025-07-16 05:56:57 UTC 77.5K followers, 32.1K engagements


"11/ $ADBE - The creative software leader empowering content creation across design media and enterprise"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393151466058181) 2025-07-13 13:47:07 UTC 77.3K followers, 2802 engagements


"@0xtechquity My personal fair value for $NOW is around $XXX -$900"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947760598852473158) 2025-07-22 20:48:09 UTC 77.5K followers, XXX engagements


"10/ $PLTR - The data analytics and AI company that combines powerful software with ontology-based frameworks for mission-critical decisions"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393147733164253) 2025-07-13 13:47:06 UTC 77.3K followers, 2519 engagements


"@IrnestKaplan Thank you Irnest Same I think Pedro Ant is the right person at the right place to navigate $DLO through this challenging space"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947811398806872355) 2025-07-23 00:10:00 UTC 77.5K followers, XXX engagements


"Fantastic thread very well laid out Loved the video of $ASML explaining their process. It never ceases to amaze me. Ive got to say their guidance and outlook came as a bit of a surprise. The AI boom doesnt seem as pronounced here as it is with $TSM. Some thoughts: CapEx investments tend to lag direct demand. That means $ASML revenue could get a boost once players like $TSM start building out new foundries and ramp production. If Im right most of those projects are still in the planning phase or early utilization stage"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947990555952124126) 2025-07-23 12:01:55 UTC 77.5K followers, 1254 engagements


"9/ $TSLA - The pioneering EV and energy company driving the future of transportation and autonomy"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393143815635318) 2025-07-13 13:47:05 UTC 77.5K followers, 2555 engagements


"How $TSLA and $BYDD.Y stack up fundamentally:"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948434754715729942) 2025-07-24 17:27:00 UTC 77.5K followers, 21.3K engagements


"2 - Geographic Focus & market Strategy 🌍 $ADYEY: Core business comes from developed markets: Europe (56%) and North America (25%). $ADYEY has been gradually expanding into emerging markets (e.g. Brazil India Singapore) but these are not yet central to its revenue base. $DLO: Built primarily for global merchants operating in high-card-penetration regions. $DLO operates exclusively in emerging markets with no major activity in North America or Europe. Key countries being: Brazil Mexico Argentina Nigeria India Indonesia etc. $DLO platform focuses on solve last-mile payment and compliance issues"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216355834343546) 2025-07-21 08:45:31 UTC 77.5K followers, 1125 engagements


"$GOOGL earnings incoming -- reporting after the bell tomorrow: Est. Revenue: $93.9B (+10.9%) Est. EPS: $XXXX (+15.8%) Will $GOOGL deliver a double beat"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947649077854015932) 2025-07-22 13:25:00 UTC 77.5K followers, 43K engagements


"Tomorrow $NFLX is on deck for Q2 2025 results Est. Revenue: $11B (+15.5%) Est. EPS: $XXXX (+45.2%)"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945474751520268631) 2025-07-16 13:25:00 UTC 77.5K followers, 15.3K engagements


"Massive earnings week ahead Notable names: Tuesday: $SPOT $UNH $V $SBUX $BKNG Wednesday: $MA $NBIS $MSFT $QCOM $ARM $HOOD Thursday: $SHEL $AMZN $AAPL $MSTR $MELI Who do you think will surprise most"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948718373577392256) 2025-07-25 12:14:00 UTC 77.5K followers, 10.7K engagements


"$OSCR vs. $LMND: two popular tech-driven disruptors in the insurance space. Important note in the comments👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946578583025070311) 2025-07-19 14:31:14 UTC 77.5K followers, 36.5K engagements


"7 - $DLO's moat 🏰 Despite $ADYEY $DLO has real defensibility: a) Local Payment Coverage: over XXX local payment methods across 40+ countries including unique options like cash vouchers and installment credit cards. $DO enables higher payment conversion in markets with low banking/card adoption. b) Regulatory Expertise: deep understanding of FX controls repatriation laws and local tax regimes. They take care of compliance burdens for the merchant. c) Aggregation Simplicity: One contract/API for emerging markets = low merchant switching incentive. In general merchants avoid managing dozens of"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216365821022241) 2025-07-21 08:45:33 UTC 77.5K followers, XXX engagements


"$PLTR seems unstoppable and hit a new all-time-high today. This is how $PLTR makes money 🫰"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944836414618702195) 2025-07-14 19:08:29 UTC 77.5K followers, 20.9K engagements


"6 - Overlap & Competitive Dynamics 🥊 Overlap: Both serve global digital merchants looking to process payments worldwide. Both operate in emerging markets such is Brazil Mexico India though with different depth and infrastructure. Some clients use both platforms simultaneously to cover different markets or payment types. Differences: $ADYEY is broader in product scope and market reach but shallower in emerging markets. $DLO is narrower in scope but goes deeper in local customization compliance and consumer payment behavior in the countries it serves. $DLO thrives where card penetration is low"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216363732209758) 2025-07-21 08:45:33 UTC 77.5K followers, XXX engagements


"$10000 invested in $MSFT XX years ago would be worth $XXXX MILLION today. Which stock do you think has that kind of potential now"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1933154821881926002) 2025-06-12 13:30:00 UTC 77.5K followers, 395.5K engagements


"With everyone and their goldfish being super bullish on $OSCR and $LMND its important not to blindly follow the hype. Do your own due diligence. Dont buy just because others say you should. Insurance is a highly complex industry I know because Ive worked for two multi-billion dollar insurance company and seen it from the inside out. From an investing standpoint I stay away from insurance businesses. Not because theyre bad but because the industry and its dynamics are very complex and I simply dont have the interest to dive deeper. I know my edge and it isnt insurance. Dont let others convince"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946578585717727234) 2025-07-19 14:31:15 UTC 77.5K followers, 7450 engagements


"@YieldYielder Yes thats what spooked the market. I think $ASML might actually surprise to the upside now guidance is sandbagged"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947997092544217112) 2025-07-23 12:27:53 UTC 77.4K followers, XXX engagements


"$DLO is sometimes called 'mini $ADYEY'. Heres how the fundamentals compare:"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1939277671969731019) 2025-06-29 11:00:01 UTC 77.5K followers, 31.1K engagements


"AI is reshaping the future. Key players every investor should know: Chip design: $ARM $NVDA $AMD Components: $TSM $MU $SMCI Manufacturers: $TSM $AVGO $ANET Power: $SU $CEG $EMR Equipment: $ASML $KLAC $AMAT"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1932532641296728240) 2025-06-10 20:17:41 UTC 77.5K followers, 129.6K engagements


"$SMH is one of the best-performing ETFs with XX% annualized returns over the past XX years. Top X holdings: $NVDA $TSM $AVGO $ASML $AMD"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946631624570933397) 2025-07-19 18:02:00 UTC 77.5K followers, 19K engagements


"12/ $ORCL - The enterprise software giant combining legacy database strength with growing AI and cloud infrastructure capabilities"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393155391926728) 2025-07-13 13:47:07 UTC 77.4K followers, 7960 engagements


"$HOOD stock is up +137% YTD. Some other impressive stats: 🔹 Revenue is up 10x since 2019 🔹 User base of XXXX million 🔹 $221B in assets under management 🔹 $1B in free cash flow Its also near at its highest valuation since going public"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944387838423994520) 2025-07-13 13:26:00 UTC 77.5K followers, 15.2K engagements


"@joshkaineallen @cjayj0nes Nah just pointing out whats currently priced in. Im all good 👌"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945942167714730010) 2025-07-17 20:22:21 UTC 77.5K followers, XX engagements


"$ASML: Q2 2025 update strong fundamentals but more geopolitical uncertainty ahead"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945870859408732229) 2025-07-17 15:39:00 UTC 77.5K followers, 23.1K engagements


"This is interesting: $AMD and $NVDA now trade at the same forward price to free cash flow. Who do you think is a better buy right now"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944749219820257419) 2025-07-14 13:22:00 UTC 77.5K followers, 123.8K engagements


"$QQQ is getting more concentrated by the day. A forced rebalance is triggered when. .the combined weight of all stocks with individual weights over XXX% crosses XX% of the index. We're at XX% right now with the top XX accounting for XX% of total assets"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948373853933326555) 2025-07-24 13:25:00 UTC 77.5K followers, 15.5K engagements


"4/ $MSFT - The operating system of the world and AI innovator"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393125214007392) 2025-07-13 13:47:00 UTC 77.4K followers, 3084 engagements


"A subscriber and follower recently flagged two under-the-radar names: $SYM and $FIX. Anyone done a deep dive on either X $SYM: A robotics and tech company serving U.S. retailers and wholesalers. 🔹 XX% stock CAGR since IPO 🔹 Free cash flow positive 🔹 Net cash: $437M X $FIX: Specializes in heating ventilation and air conditioning systems. Also active in constructing data centers. That last part could be a serious tailwind in the AI era. 🔹 XX% stock CAGR since IPO 🔹 Long track record of positive FCF 🔹 XX% ROIC (LTM) Seems like interesting businesses I haven't seen being covered on X. Feel"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1939668876192550916) 2025-06-30 12:54:32 UTC 77.5K followers, 12.5K engagements


"Exciting earnings week ahead Notable names: Monday: $VZ $DPZ Tuesday: $KO $UL $ISRG $SAP $ENPH Wednesday: $T $TSLA $GOOGL $NOW $IBM Thursday: $INTC Who are you looking forward to most"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946178148128964955) 2025-07-18 12:00:03 UTC 77.5K followers, 14.7K engagements


"Thanks for all the suggested business battles - Ill work on them next week Coming up: $HOOD vs $COIN $ASTS vs $RKLB $PANW vs $CRWD $MELI vs $SE $LLY vs $NVO Any others youd like me to cover"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941835860057501876) 2025-07-06 12:25:21 UTC 77.5K followers, 32.7K engagements


"3/ $AMZN - The e-commerce cloud giant ads and streaming giant"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393121338376310) 2025-07-13 13:46:59 UTC 77.4K followers, 3230 engagements


"8. Is $ADYEY a thread to $DLO 🤔 Today: Not directly. Their core markets are distinct and clients often use both. $DLO fills a strategic gap in regions $ADYEY has yet to penetrate deeply. Future: Potentially. $ADYEY is expanding into more emerging markets. If $ADYEY builds comparable local payment coverage and regulatory infrastructure it could eat into $DLO's niche. But for now: $ADYEY: global scale developed-market strength omnichannel. $DLO: emerging-market focus digital-only highly localized"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216367758819770) 2025-07-21 08:45:34 UTC 77.5K followers, XXX engagements


"My pleasure fellow Dutchy 🤝 Yes they are indeed all PsPs with $ADYEY and $DLO having different a different scope. $ADYEY is more of a generalist vs $DLO a specialist. $DLO primarily serves enterprise giants like SHEIN $SPOT & $AMZN not SMBs. As to the sharp decline in revenue growth thats caused by a number of factors: FX pressure (esp. Argentina) Take-rate compression (onboarding clients with negotiated lower pricing) Higher tech & ops costs (basically investing for future growth) Early-stage scale effects As to $ADYEY or Stripe moving in: margins are likely to get a hit but right now $DLO"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947361611317993784) 2025-07-21 18:22:43 UTC 77.5K followers, XXX engagements


"$HOOD vs $COIN: two of the most popular FinTechs out there. Do you have a favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946993510575452588) 2025-07-20 18:00:00 UTC 77.5K followers, 54K engagements


"5/ $V vs $MA - A beautiful duopoly which benefits both there is now way around either of them"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144018785800297) 2025-07-04 14:36:13 UTC 77.5K followers, 13.9K engagements


"@HrdWrkBro It does indeed great CEO with an impressive track record at $MELI"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947316291091492975) 2025-07-21 15:22:37 UTC 77.4K followers, XXX engagements


"Q2 earnings season is about to kick off next week Notable names: Tuesday: $JPM $C Wednesday: $ASML $GS $BAC $UAL Thursday: $PEP $NFLX Friday: $AXP $MMM Which ones are you most looking forward to"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943703275334680924) 2025-07-11 16:05:47 UTC 77.5K followers, 18.4K engagements


"@Next100Baggers I think your confusing $NOW with $SNOW here. $SNOW will report earnings August 20th 👌"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946231810112799194) 2025-07-18 15:33:17 UTC 77.3K followers, XXX engagements


"That it I hope you found this thread helpful. If I missed some important details let me know in the comments. What are you thoughts on $DLO & $ADYEY Cheers 🙏"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216371839832427) 2025-07-21 08:45:35 UTC 77.5K followers, 4950 engagements


"The cybersecurity market is estimated at $XXX billion today and expected to grow to $XXX billion by 2029 according to Gartner. Heres an overview of key players including $CRWD $PANW $MSFT $ZS $NET $S $RBRK and $DDOG. H/t @IvanaSpear"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947259259085090901) 2025-07-21 11:36:00 UTC 77.5K followers, 24.8K engagements


"@AnEsotericTruth Yeah thats easy to say in hindsight but I doubt many investors would go all in one stock. I wouldnt recommend it. For most simply DCA into a good ETF is the best way to go"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946633768426430571) 2025-07-19 18:10:31 UTC 77.3K followers, XXX engagements


"$HIMS is trading at all-time highs but its still reasonably priced: 🔹 Online revenue: +115% 🔹 Subscribers: +38% 🔹 Free cash flow: +254% 🔹 Valuation: 48x forward free cash flow"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1935752941681418427) 2025-06-19 17:34:00 UTC 77.3K followers, 25.5K engagements


"@TacticzH Im a bit on the fence about $CRM. Not a big fan of their acquisitions especially Slack and revenue growth is now in the single digits. AI might reaccelerate growth but it should show up in the next few quarterly earnings"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947810418950369660) 2025-07-23 00:06:07 UTC 77.5K followers, XXX engagements


"$TSM crushes Q2 earnings 🚨 🟢 Revenue $31.6B vs. 30.2B expected 🟢 EPS $XXXX vs. $XXXX expected 🟢 Gross Margin XXXX% vs. XXXX% expected $TSM +2% pre-market"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945733199058878504) 2025-07-17 06:31:59 UTC 77.5K followers, 35.4K engagements


"Want exposure to semis without picking individual stocks $SMH might be worth a look. It has a 10-year CAGR of XX% and includes many key AI chip players"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944105367899619363) 2025-07-12 18:43:34 UTC 77.5K followers, 52.9K engagements


"9. Final Take ✅ $DLO is not a mini $ADYEY. Its a specialist built for emerging markets while $ADYEY is a global powerhouse expanding into them. Their paths may converge but for now $DLO holds a moat rooted in localization regulatory expertise and frictionless access to complex markets. If $DLO keeps executing quickly and adapting it can defend its turf even as giants like $ADYEY slowly move in. This isnt a winner-take-all market. Both players can thrive"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216369881063463) 2025-07-21 08:45:34 UTC 77.5K followers, 5425 engagements


"$GOOGL: how the most profitable business on Earth makes money 🫰"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943738057154298313) 2025-07-11 18:24:00 UTC 77.5K followers, 56.3K engagements


"5 - Technology & Integration 💻 $ADYEY: Known for high-performance unified platform built in-house and one of the few platforms offering direct acquiring + processing globally. $ADYEY is known for fast settlement high reliability and developer-friendly APIs offering a full-stack model which provides data transparency and speed. $DLO: Emphasizes fast onboarding and expansion: activate 40+ countries via one API. It integrates deeply with local partners. The aggregator model adds complexity behind the scenes but delivers local pricing and higher conversion in challenging markets"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216361802924174) 2025-07-21 08:45:32 UTC 77.5K followers, XXX engagements


"@404_Anonymity Ive heard these rumors as well but havent seen much substatial proof that they are actually catching up on $ASML. Have you"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948021905270947921) 2025-07-23 14:06:29 UTC 77.5K followers, XXX engagements


"Wide moat business breakdown SUPER THREAD: Tier X - Elite: $NVDA $ASML $AMZN $MSFT Tier X -Extremely wide: $GOOGL $META $AAPL $TSM Tier X - Very wide: $TSLA $PLTR $ADBE $ORCL Let's dive in 🧵👇 1/ $NVDA - The global AI leader who redefined scale"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393112651976968) 2025-07-13 13:46:57 UTC 77.5K followers, 111.6K engagements


"$GOOGL: curious to see how the revenue mix evolves in the years ahead. Search is still their largest business segment by a mile"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1948087217227792690) 2025-07-23 18:26:00 UTC 77.5K followers, 16.5K engagements


"1 - Business Model & core offering 🏨 $ADYEY: A full-stack global payments provider: offers end-to-end infrastructure including gateway processing and acquiring services. Supporting online and in-person payments (omnichannel) enabling a unified solution for enterprise merchants. $ADYEY operates as a licensed acquirer in multiple countries providing direct connections to card networks and local payment methods. Value-added services include card issuing merchant financing fraud prevention and analytics. $DLO: Is a specialist aggregator for emerging markets (Latin America Africa Asia). They"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216353854640605) 2025-07-21 08:45:30 UTC 77.5K followers, 1159 engagements


"3 - Product & Feature Set 💎 $ADYEY: Provides omnichannel support: online and in-person via POS terminals and supports global cards wallets and local APMs (e.g. iDEAL Pix Alipay). $ADYEY owns the full payment lifecycle ensuring consistency visibility and control. Giving advanced risk management tools (e.g. RevenueProtect) and seamless reporting across all channels. $DLO: Focuses on online payments only with strong specialization in alternative Payment Methods (cash vouchers installment cards wallets) local disbursements/payouts to users vendors or contractors. $DLO is optimized for regulatory"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216357906337830) 2025-07-21 08:45:31 UTC 77.5K followers, 1036 engagements


"$META 🔹 3.4B daily active users 🔹 XX% return on equity 🔹 $21B in cash on hand 🔹 Trading at 54x forward price to free cash flow A great business but it doesnt come cheap"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1932428787314262378) 2025-06-10 13:25:00 UTC 77.5K followers, 26.7K engagements


"Business battle SUPER THREAD covering: $NVDA vs $AMD $HOOD vs $SOFI $GOOGL vs $MSFT $PLTR vs $SNOW $V vs $MA And many more. Let's dive in 🧵👇 1/ $NVDA vs $AMD - Two AI powerhouses both in a great position to do very well in the years to come"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941143998896513372) 2025-07-04 14:36:08 UTC 77.5K followers, 479.1K engagements


"$PLTR needs to grow free cash flow by XX% annually for XX years to justify its current price. Great business great investment"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945914397706039362) 2025-07-17 18:32:00 UTC 77.5K followers, 92.5K engagements


"$TSLA reports earnings Wednesday after the close. Will they get automotive sales back on track🧐"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947360425559093456) 2025-07-21 18:18:00 UTC 77.5K followers, 20K engagements


"To start off: $DLO take rates are declining due to a number of factors: large-tier pricing (large customers negotiating lower take rates) payout-heavy mix and FX headwinds. The decline in take rate is partly intentional as $DLO focuses heavily on growing total processing volume which they prioritize over take rate. They also plan to counterbalance this through a smarter TPV mix cost control and new product monetization. I think its a smart move for them to focus on TPV to lock in customers into their ecosystem after which they can slowly hike take rates again"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947364387141914952) 2025-07-21 18:33:44 UTC 77.3K followers, XXX engagements


"$ASML stock is now down 🔻15% since Q2 earnings. Meanwhile: 🔹Revenue is up +23% 🔹EUV system sales increased XX% 🔹Trades at 20x forward EV/EBITDA 🔹Guidance seems overly conservative Thoughts"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947995065252479485) 2025-07-23 12:19:50 UTC 77.5K followers, 21.2K engagements