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[@jojo_capital](/creator/twitter/jojo_capital)
"I'm begining to suspect that companies that relies on SEO lead generations are toast. Top companies that comes to mind are $NRDS $ZD and $IAC"  
[X Link](https://x.com/jojo_capital/status/1938733190061137959) [@jojo_capital](/creator/x/jojo_capital) 2025-06-27T22:56Z XXX followers, 2018 engagements


"I do not have the exact plays in mind yet but China's recent anti-involution price will have wide ramifications across certain industrials. Price of polysilicon are up like XX% since July bottom. Was long a bit of $DQ earlier in July but sold too soon"  
[X Link](https://x.com/jojo_capital/status/1975710589323517965) [@jojo_capital](/creator/x/jojo_capital) 2025-10-07T23:51Z XXX followers, XXX engagements


"$SATL $VERI It will never not be funny how retail gets dumped on via secondary offerings 🫡"  
[X Link](https://x.com/jojo_capital/status/1978912234693656823) [@jojo_capital](/creator/x/jojo_capital) 2025-10-16T19:53Z XXX followers, XXX engagements


"@LT3000Lyall My hunch is that the french company is Dassault Systemes 😯 👏"  
[X Link](https://x.com/jojo_capital/status/1978318091139321888) [@jojo_capital](/creator/x/jojo_capital) 2025-10-15T04:32Z XXX followers, XXX engagements


"I am turning more bullish on bioprocessing stocks based on where $XBI trades this year Also while I don't believe AI solves the important biotech bottlenecks recent Google Gemma news might spark generalist interest in the sector. $TWST $TMO $DHR $RGEN $MRVI"  
[X Link](https://x.com/jojo_capital/status/1979073931761091043) [@jojo_capital](/creator/x/jojo_capital) 2025-10-17T06:36Z XXX followers, 1040 engagements