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[@WealthyReadings](/creator/twitter/WealthyReadings)
"My long-term portfolio holds X assets. Investing long term means backing companies you believe in and making sure they continue to perform according to your thesis. If fundamentals break move on. Heres each of mine and its investment thesis in a few words 👇 $PYPL A giant capable of adapting after a CEO change and becoming a key player in agentic e-commerce leveraging its users and data to generate new high-margin revenue streams. $DUOL Continuing its gamified language learning model with strong retention and onboarding expanding into new learning verticals and AI-personalized lessons while"  
[X Link](https://x.com/WealthyReadings/status/1979946396641096127) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-19T16:23Z 8538 followers, 13.7K engagements


"Weekend Watchlist. Four stocks trading at attractive prices 📈. 📦 $MELI LatAm's e-commerce leader expanding across high-margin fintech and logistics verticals. 🫀 $TMDX Transforming organ transplantation; shares remain subdued as investors await validation of its growth path. 💳 $PYPL Dismissed as a legacy player yet driving innovation across digital payments and monetization. 💿 $ALAB Solving a key bottleneck in one of the worlds most efficiency-driven industries. Everything you need to understand why below"  
[X Link](https://x.com/WealthyReadings/status/1979596335839117436) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-18T17:12Z 8539 followers, 4388 engagements


"Forget the old $PYPL. Here's a recap of what happened at the company over the past weeks. This is what we will be talking about in the years to come. Not a washed-up company once innovative during the dotcom bubble. But an innovative company in the AI & stablecoins era. PayPal World A cross-border payment platform betwen PayPal and other wallets (Venmo Tenpay Global UPI $MELI Pago for now) enabling seamless payments worldwide for all merchants and consumers of those wallets with XXX% of the traffic passing through PayPal with branded economics. Advertising & Ads Manager New advertising"  
[X Link](https://x.com/WealthyReadings/status/1975971954990424075) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-08T17:10Z 8522 followers, 55.5K engagements


"$NBIS is printing new all-time highs and still has many positive catalysts left around its business hence lots of potential. Here's some details on $NBIS' two major catalysts my opinion on why they'll continue to push optimism & how to keep our feet on the ground. X. ClickHouse potential IPO. The CEO suggested that this would happen sooner rather than later. I believe when a technology company reaches a certain scale with strong unit economics and predictable performance it should go public. It's part of the deal we sign up for. At least that's my view. ClickHouse is THE hot startup in this"  
[X Link](https://x.com/WealthyReadings/status/1976662707588784419) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-10T14:54Z 8531 followers, 2959 engagements


"$ONON re-ratings following their strong earnings few days ago consensus at $XX or XX% higher than today's price. ✅UBS Group raised its price target from $XX to $XX and keeps a buy rating. ✅Morgan Stanley raised its price target from $XX to $XX and keeps an overweight rating. ✅Barclays raised its price target from $XX to $XX and keeps an overweight rating - ballzy. ✅Needham & Co reiterated its price target at $XX and keeps a buy rating. ❌Jefferies Financial Group lowered its price target from $XX to $XX and changed its raiting from hold to underperform"  
[X Link](https://x.com/WealthyReadings/status/1955982489354465565) [@WealthyReadings](/creator/x/WealthyReadings) 2025-08-14T13:19Z 8536 followers, 3687 engagements


"I am overly focused in four assets in term of cash and attention. $TMDX $NBIS $BABA $ETH & proxies What asset deserves more attention that those four"  
[X Link](https://x.com/WealthyReadings/status/1971940152592478414) [@WealthyReadings](/creator/x/WealthyReadings) 2025-09-27T14:09Z 8533 followers, 2429 engagements


"$DUOL is OpenAI's biggest junky. I guess this is enough for bears to prove that OpenAI has the capacities to build an equivalent service. I also know it doesn't matter because they won't & can't. The valuable take here is that $DUOL is committed on AI and this is what any shareholder wants to see. Eat those token upgrade Lilly create new lessons and add new subjects accelerate quality and releases. If you understand what $DUOL is about this is a great new. If not that's ok plenty of fish in the sea"  
[X Link](https://x.com/WealthyReadings/status/1975951329852883223) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-08T15:48Z 8534 followers, 14.8K engagements


"$DUOL marketing team finally lost it. This show erfectly matches the companys DNA. You can expect those episodes to play at the limits and yield massive engagement - positive & negative. Personally Loving it. Will be watching🍿"  
[X Link](https://x.com/WealthyReadings/status/1976652174768898328) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-10T14:12Z 8531 followers, 6233 engagements


"$AMD hot take 🔥 The deal with OpenAI is made out of weakness not strength. Management kowns they aren't taking shares so they went to OpenAI to use their influence to push their products within datacenters. It's marketing. OpenAI will do it because of the XX% equity which will allow them to withdraw liquidity from a deal which didn't cost them much - more than they commitment in GPUs as the contract doens't specify that they have to be the sole buyers for the 6GW. OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with"  
[X Link](https://x.com/WealthyReadings/status/1977776846893900264) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T16:42Z 8535 followers, 3668 engagements


"If you focus on $ASML's YoY volume units decline you're not focusing on the right data. $ASML is manufacturing-constrained. As they develop more complex hardware they need longer to install it and acknowledge revenues. Selling fewer units of a better higher-margin & more expensive products isn't a bearish situation. The question is how they can accelerate production to meet analysts' growth expectations"  
[X Link](https://x.com/WealthyReadings/status/1978868037378834629) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T16:58Z 8535 followers, 3822 engagements


"$ORCL announced a new Cloud Networking capabilities for any workload leveraging $ANET networking systems. This comes as a good news at the right timing for $ANET after Meta announced their purchase of Nvidia's X-Spectrum networking systems. Oracle today announced new networking capabilities in Oracle Acceleron Oracle Cloud Infrastructure (OCI)s suite of network software and architecture designed to help customers run any workload faster and more cost-effectively. Built on more than a decade of cloud networking innovation Oracle Acceleron redefines how data moves in the cloud to deliver a"  
[X Link](https://x.com/WealthyReadings/status/1978903851555000528) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T19:20Z 8533 followers, 1452 engagements


"$MELI Investment Thesis $TMDX Investment Thesis $PYPL Investment Thesis $ALAB Investment Thesis"  
[X Link](https://x.com/WealthyReadings/status/1979597513259716769) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-18T17:16Z 8531 followers, 1099 engagements


"I agree in term of execution it is really good. But UI and confort of usage is honestly terrible. I often struggle to find some configurations or data lots of menu for nothing often slow. I use IBKR. IT remains the best platform in term of execution and has the most listed assets"  
[X Link](https://x.com/WealthyReadings/status/1980016665115951324) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-19T21:02Z 8531 followers, XX engagements


"@rainstormdog69 @weary_centurion Then we go back to my post. We need $PYPL to succeed in what they are doing"  
[X Link](https://x.com/WealthyReadings/status/1980314797926412332) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:46Z 8533 followers, XX engagements


"$TMDX is my second biggest position with a mix of calls & shares. I said many times that it is one of the best opportunity on the market - if not the best. And I am fully prepared to push it above XX% or XX% of my portfolio once the stock breaks this trendline. Returns come to those who size up there trades but size only comes with confirmations"  
[X Link](https://x.com/WealthyReadings/status/1972401660296073529) [@WealthyReadings](/creator/x/WealthyReadings) 2025-09-28T20:42Z 8534 followers, 16.2K engagements


"🚨 Jefferies initiated coverage on $TMDX with a buy rating and a price target at $XXX - around my fair price. TransMedics is a pioneer in organ transplants that has developed differentiated technology and an innovative service/transport model enabling higher utilization and greater penetration for livers hearts and lungs"  
[X Link](https://x.com/WealthyReadings/status/1977728719537029195) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T13:30Z 8532 followers, 4499 engagements


"$PYPL continues to be downgraded or disregarded because of what it used to be. Not many are paying attention to fundamental news and what management is building. The market doesn't care of what was. It cares of what will be"  
[X Link](https://x.com/WealthyReadings/status/1977790184843289082) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-13T17:35Z 8535 followers, 4748 engagements


"A weak dollar is the #1 condition for emerging markets to perform well - $MELI $SE. It's a normal phenomenon; it logically increases the value of assets and relieves the debt burden on those countries allowing them to take on more debt reinvest consume etc. The question is: Can this trend continue The dollar is structurally inclined to weaken long-term but over the short to medium term wed need stabilization at worst for emerging markets to continue to outperform"  
[X Link](https://x.com/WealthyReadings/status/1979220109777637632) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T16:17Z 8535 followers, 2201 engagements


"@Fierce__beast Not taht expensive if we're still expecting XXX% growth"  
[X Link](https://x.com/WealthyReadings/status/1979264166956597305) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T19:12Z 8534 followers, XXX engagements


"It's wrong to assume that everyone talking about it now is holding since X years. If it goes to $XXX before year end and you've just been holding for X months you've don't really well. Those who are holding since X years have made massive mistakes as $PYPL had nothing to offer back then. It's different today"  
[X Link](https://x.com/WealthyReadings/status/1979828445031858534) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-19T08:34Z 8533 followers, XXX engagements


"@weary_centurion I disagree on that if those don't materialize returns will be below average. Buybacks and slow growth will push a bit but a high single digit growth won't be enough to beat the $SPY. It hasn't for the last two years I don't see why that'd change"  
[X Link](https://x.com/WealthyReadings/status/1980296689958441064) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T15:34Z 8532 followers, XXX engagements


"@QualityGrowthFV @weary_centurion That's assuming we maintain multiples. Not saying we won't just saying it's a big assumption as the market could also see no growth and no innovation and decides it doesn't deserve to maintain multiples"  
[X Link](https://x.com/WealthyReadings/status/1980305663302807573) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:10Z 8533 followers, XX engagements


"@babyfolio He's been saying that for a year now. But it's a big contrast with Microsoft who is clearly slowing down. You can use both examples to illustrate bear and bull. I think it'll take longer to have answers on real demand. But I wouldn't claim victory too fast"  
[X Link](https://x.com/WealthyReadings/status/1980340313203044795) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T18:28Z 8535 followers, XXX engagements


"The pope's using $DUOL and you're bearish I mean. Cmon guys. Have some faith will ya' In recent weeks users of the educational app Duolingo noticed a long-inactive profile under the name Robert the Popes baptismal name suddenly spring to life and accumulate remarkable progress. The profile listed under the username DrPrevost matches the Popes known social media handle prior to his election. It shows that he had previously studied German but has since added Italian the principal language of the Vatican. Screenshots shared online depict a two-day streak and a total of 30154 points suggesting an"  
[X Link](https://x.com/WealthyReadings/status/1978172215628804541) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T18:53Z 8539 followers, 4146 engagements


"Especially as $MSFT is giving every signs that they won't comit to building more themselves. They'll need more compute from external providers. I don't see it as a good sign. But if some others were to become "cautious" and rely on external compute $NBIS would be one of the best go-to"  
[X Link](https://x.com/WealthyReadings/status/1980661040447721715) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-21T15:42Z 8538 followers, XXX engagements


"$HIMS is back at the price at which I closed my position more than three months ago. Nothing changed since. The announce of their Menopause & Perimenopause verticals is an old new but will contribute to revenues FY26 without any idea of how much. $HIMS remains a great company. with a great service and product. But I continue to believe it won't be a great stock at least for one more year. Would love to be proven wrong"  
[X Link](https://x.com/WealthyReadings/status/1978831132167672138) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-16T14:31Z 8536 followers, 6116 engagements


"@jack_avocado @fiscal_ai Sure is a great investment but isn't the best platform"  
[X Link](https://x.com/WealthyReadings/status/1980001181205139757) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-19T20:00Z 8537 followers, XX engagements


"@weary_centurion That's assuming the market will stabilise or expand multiples. Why would it No reasons to assume it would"  
[X Link](https://x.com/WealthyReadings/status/1980299764240646174) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T15:47Z 8536 followers, XXX engagements


"@QualityGrowthFV @weary_centurion Then XX% in two years is less than the $SPY perf based on the last 10Y performance. That's my point"  
[X Link](https://x.com/WealthyReadings/status/1980316241454854267) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:52Z 8534 followers, XXX engagements


"@Moal2004 I'm not in $NVO but I have the two others"  
[X Link](https://x.com/WealthyReadings/status/1980316469595676793) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:53Z 8536 followers, XXX engagements


"@ryanthawks Seems like a good bet imo"  
[X Link](https://x.com/WealthyReadings/status/1980316642853941714) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:54Z 8537 followers, XXX engagements


"I'll agree that we can cherry pick on this I personally would use recent performance as the economy completely shifted and I don't see why we should use pre-2008 returns in our assumptions. But that's me. I think we've all shared our piece we all agree on $PYPL either way my post was mostly made to highlight that if you want to outperform you need changes. Buybacks could work in a specific situation if the market accepts it. That's not what I would look like in an investment and I don't think it should be an investment case for everyone "buybacks are enough to overperform". But again we all"  
[X Link](https://x.com/WealthyReadings/status/1980318384446181634) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T17:01Z 8538 followers, XXX engagements


"Here are a handful stocks not to blow up your accounts while everyone piles on risk & growth stocks. You never know when troubles come but they always do & while everyone looks for the next 1000x some great stocks trades at nothing. Here are a few of those safer bets 👇 $DG - a discount retailer offering affordable essentials and general merchandise through over 20000 stores in rural U.S. areas. If the economy were to slow down or inflation come back consumers would shift towards cheaper goods resellers boosting sales and market valuation. The stock has already started a new bulltrend. $NVO -"  
[X Link](https://x.com/WealthyReadings/status/1971265580117144008) [@WealthyReadings](/creator/x/WealthyReadings) 2025-09-25T17:28Z 8539 followers, 1215 engagements


"$PYPL will melt so many faces when it trades tripple digits before end of year. Everyone will use it out of nowhere. Will be fun"  
[X Link](https://x.com/WealthyReadings/status/1978162669883461954) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T18:15Z 8538 followers, 19.2K engagements


"Theres a shift happening in AI datacenter networking. This week both Meta and Oracle announced theyre adopting $NVDA's Spectrum-X networking devices a direct challenge to $ANET's hardware. Meta has long been one of $ANET's largest customers. If this migration is meant to continue it could deal a serious blow to $ANET's future revenues. Their second major customer - Microsoft hasnt announced anything yet but its definitely one to watch. $NVDA can bundle their networking hardware with their compute infrastructure. That gives clients a one-stop solution instead of multiple vendors and"  
[X Link](https://x.com/WealthyReadings/status/1978177983396655448) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T19:15Z 8539 followers, 2205 engagements


"$TMDX Q3-25 revenue assumption My assumptions: $140.2M Analysts: $144.5M Some more words on my assumptions & methodology. Flights The company completed 2077 flights and shared during its last earnings call that they aimed to stabilize around XX% of total flights operated by the NOP which would push this quarter's total number to 2596. Revenues Over the last year flights operated by $TMDX generated $59240 on average and flights operated externally $33100. Methodology My revenue assumption is a simple multiplication of operated and non-operated number of flights per average revenue from the"  
[X Link](https://x.com/WealthyReadings/status/1978502629417439495) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-15T16:46Z 8539 followers, 5241 engagements


"@Spike_1567 Very possibly. More risks as well. I'd rather take risks with positions than stocks. But that's me"  
[X Link](https://x.com/WealthyReadings/status/1980025579463385340) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-19T21:37Z 8539 followers, XX engagements


"$PYPL's narrative shouldn't be about buybacks. The market won't reward buybacks. It has to be about adapting to AI; new growth and margins expansion trajectories. That's what they are working on and what the market will reward if it shows positive signs. Then buybacks will affect multiples. Not before"  
[X Link](https://x.com/WealthyReadings/status/1980272679555858623) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T13:59Z 8538 followers, 7990 engagements


"Which of those falling stocks will provide the best returns in a year $NVO @ $XX $ADBE @ $XXX $MELI @ $2024 $ISRG @ $XXX $PYPL @ $XX $JD @ $XX $DUOL @ $XXX $HAL @ $XX $ONON @ $XX $CAVA @ $63"  
[X Link](https://x.com/WealthyReadings/status/1980313813330325584) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-20T16:43Z 8538 followers, 5216 engagements


"China is the global leader in AI efficiency. DeepSeek proved it for training. $BABA Aegaeon is doing it for inference. China runs AI models more efficiently than anyone else. What is Aegaeon why it matters for $NBIS & co and how export controls created a Chinese AI optimization boom. Aegaeon: the optimum inference engine What would normally take 1192 GPUs the researchers were able to do with just XXX Nvidia H20 GPUs. How Traditional inference systems assign a set of GPUs to each model or task - sometimes two or three. If the model isnt constantly producing tokens those GPUs arent working."  
[X Link](https://x.com/WealthyReadings/status/1980679233568436236) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-21T16:55Z 8538 followers, 1526 engagements


"$NBIS team is onto something 👀 Could that be about their new data center New partnerships What would be worth an animated video Will know soon I guess with that "pretty fast" comment"  
[X Link](https://x.com/WealthyReadings/status/1979148200268201989) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T11:31Z 8538 followers, 17.4K engagements


"Everyone talked about $ALAB for months; now most have forgotten it after a 40%+ drop this past month. Momentum slowed as competition entered the AI bottleneck trade. Nvidia is working on it & partnered with Intel while Broadcom and Marvell remain strong players in the field. But neither Broadcom nor Marvell are working on PCIe6. Their core businesses are already supply constrained with no incentive to chase a niche. Intel is still multiple quarters away from having a credible product. Meanwhile $ALAB is scaling its P-Series and launching the X-Series both designed to boost AI compute"  
[X Link](https://x.com/WealthyReadings/status/1979234644600971529) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-17T17:14Z 8538 followers, 11.7K engagements


"Ironically many missunderstand that not only reconverted crypto miners will be affected. $NVDA made deals with its key partners to repurchase unsold compute for a period of six years - example with $CRWV here. If/when over capacities happens not only small fish will be affected"  
[X Link](https://x.com/WealthyReadings/status/1979692742536986961) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-18T23:35Z 8539 followers, 3484 engagements


"$NBIS just released a white paper on why its AI cloud services outperform competitors. Nothing new: their infrastructures are purpose-built for AI not generic cloud workloads. Every layer is optimized to deliver the maximum output per dollar. - Vertically integrated hardware. - High-performance networking. - Automated recovery with X fewer failures and X faster restore times This means models train faster with fewer interruptions meaning less wasted compute and faster time-to-market. Even if GPU-hour pricing is higher total cost per trained model is lower clients generate revenue sooner. For"  
[X Link](https://x.com/WealthyReadings/status/1980683044450107618) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-21T17:10Z 8538 followers, 6627 engagements


"Didn't have enough liquidity for $ASML a few weeks ago. Didn't have enough liquidity for $ISRG few days ago. Can't buy everything. But not owning those two is painful. Congrats to those who bought in. And don't hate me to wish it goes down soon again"  
[X Link](https://x.com/WealthyReadings/status/1980737319796953208) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-21T20:45Z 8538 followers, 1958 engagements