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[@Snowball_Equity](/creator/twitter/Snowball_Equity)
"$CELH has quietly clawed its way back to XX week highs at $XX. I said it last month I still expect all time highs in 2026 if the Alani Nu business can see this level of growth sustained AND the core Celsius brand sees international growth which I believe they can. $CELH has been a Ferrari F1 Team Sponsor $RACE and is pushing with additional international marketing. This I believe will be enough to push it over the top and get serious international growth in the coming years"  
[X Link](https://x.com/Snowball_Equity/status/1976637910313992340) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-10T13:16Z XXX followers, 1621 engagements


"$FICO - $EXPGY (Experian) is offering Vantage Score XXX to lenders for Free and promising a long-run price half that of FICO. $FICO moved down following this announcement based on my research I think this is immaterial. Lenders are willing to pay for a Credit Score that has a longer history of success including through the Great Recession and this move likely wont see traction. The $FICO Moat and product is very sticky and quite difficult to transfer from at large firms"  
[X Link](https://x.com/Snowball_Equity/status/1978094504113504608) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-14T13:44Z XXX followers, XXX engagements


"@Ze1ooooo What is your thesis on $SG I did a deep dive on it in June and wanted to believe in it but every way I modeled it I found it was in big trouble. Curious to hear the bull thesis since youve picked winner after winner"  
[X Link](https://x.com/Snowball_Equity/status/1978983931429970020) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-17T00:38Z XXX followers, XXX engagements


"I have a comically small $BTC position I read the Bitcoin Standard last year and I cant recommend it enough it lays out the thesis for why $BTC is the hardest form of money. I missed the run from $70K to $126K but I will be adding significantly if we see Bitcoin below $90K"  
[X Link](https://x.com/Snowball_Equity/status/1979382743692693569) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-18T03:03Z XXX followers, XX engagements


"Everybody being eager to buy more bitcoin under $100K tells me we probably arent going to see it in the immediate future"  
[X Link](https://x.com/Snowball_Equity/status/1979911312143417622) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-19T14:03Z XXX followers, XX engagements


"PORTFOLIO UPDATE 10/19: Total Value: $124620 up from $120421 on 10/8 Still building on a X% Cash position dont love a single stock enough to pull the trigger yet. Holdings remain: X. $TSLA - Reports on Wed PM X. $UNH X. $AMD X. $MO X. $CELH X. $HTGC X. $USD X. $NKE"  
[X Link](https://x.com/Snowball_Equity/status/1979949916211306977) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-19T16:37Z XXX followers, XXX engagements


"Im not convinced this is over and that we shoot straight back to all time highs on $SPX & $QQQ Will be watching very carefully this week before deploying the X% cash position into a new stock ( $CMG $TGT $FICO $MPLX $META $AMZN ) In the next month I think Trump & China will hash it out but both like to play hardball and there may be statements that spook the market"  
[X Link](https://x.com/Snowball_Equity/status/1977722781820186765) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-13T13:07Z XXX followers, XXX engagements


"@StockSavvyShay @wallstengine Theyll get orders but can they actually execute at anywhere near the clip of $TSM"  
[X Link](https://x.com/Snowball_Equity/status/1979383846542926287) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-18T03:07Z XXX followers, XXX engagements


"@WatcherGuru @jack Bitcoin is the hardest form of money ever"  
[X Link](https://x.com/Snowball_Equity/status/1979917259268063561) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-19T14:27Z XXX followers, XXX engagements


"$CLF - Started reading the earnings release and not doubling down and instead selling out is my 2nd biggest mistake of 2025. Huge miss on my part - earnings breakdown coming soon"  
[X Link](https://x.com/Snowball_Equity/status/1980270102042796203) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-20T13:49Z XXX followers, XX engagements


"$CAVA - Have not discussed on here in a while but with earnings season here I think it is worth posting about: PT of $XX would back the truck up sub $XX This valuation in my model comes from 20x 2030 FCF discounted at a rate of XXXX% Not much new news from the company seeing the expansion of rewards platform and the pulling of levers on digital to bring in traffic. LTOs & Digital promotions I believe will be enough to reaccelerate SRS even in this very difficult & competitive environment"  
[X Link](https://x.com/Snowball_Equity/status/1980341684585013397) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-20T18:33Z XXX followers, XXX engagements


"$CRM - Read through Q2 Earnings and the call transcript last night need to do more work but I think Salesforce might be getting overlooked here: X% Rev growth guided for in 2025 12-13% growth in FCF guided for 2025 Expansion of buyback program Agentic Ai segment unlocking new opportunity and growth Is the fear here that AI will eventually erode the business Because so far the story on the ground appears to be the opposite but Im open to hearing the BEAR case"  
[X Link](https://x.com/Snowball_Equity/status/1980348349283725408) [@Snowball_Equity](/creator/x/Snowball_Equity) 2025-10-20T19:00Z XXX followers, XX engagements