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[@abu__elyas](/creator/twitter/abu__elyas)
"⚙ X. Industrials When the grid modernizes power lines switchgear and contractors surge first. Industrials = hidden energy leverage. $HUBB (Hubbell): electrical components for grid hardware. $POWL (Powell Industries): power control & switchgear systems. $MTZ (MasTec): transmission EPC contractor for renewables. Infrastructure winners often outperform the utilities they serve. #Infrastructure #Electrification"  
[X Link](https://x.com/abu__elyas/status/1978177678361440456) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"⚗ X. Materials The battery boom doesnt just reward lithium miners it lifts the specialty chemical firms refining recycling and processing the feedstock. $ALB (Albemarle): lithium refining leader. $CBT (Cabot Corp): conductive carbons & silica for EV batteries. $ABAT (American Battery Tech): recycling / extraction tech. Raw materials are cyclical but refining capacity is the choke point. #Materials #BatterySupplyChain"  
[X Link](https://x.com/abu__elyas/status/1978177683025436813) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"🔋 X. Energy While everyone chases clean-energy giants the real leverage lies one layer deeper: grid software specialty materials & infrastructure contractors. $PWR (Quanta Services): builds Americas power grid & renewable transmission lines. $ITRI (Itron): smart meters & grid optimization. $AEIS (Advanced Energy): power conversion for solar / storage systems. These are the picks & shovels of electrification. #EnergyTransition #Utilities #SmallCaps"  
[X Link](https://x.com/abu__elyas/status/1978177673886081294) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"🏗 X. Real Estate Forget malls & offices. The real estate play is digital & infrastructure real estate data centers towers and pipelines. $EQIX (Equinix): global data-center colocation leader. $DLR (Digital Realty): hyperscale & enterprise data REIT. $IRM (Iron Mountain): evolving from paper storage to data centers. They own the physical layer of the internet. #REITs #DigitalInfrastructure"  
[X Link](https://x.com/abu__elyas/status/1978177688381665739) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"🧠 X. Information Technology 2nd-order tech winners build the silicon plumbing: fab tools design software and networking gear. $LRCX (Lam Research): wafer etch & deposition tools. $KLAC (KLA): process control / metrology. $CDNS / $SNPS: EDA software that designs every chip. $ANET: networking backbone for AI data centers. Invisiblebut indispensable. #Semiconductors #AIInfrastructure"  
[X Link](https://x.com/abu__elyas/status/1978177693700276573) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"🧾 X. Consumer Staples Even consumer staples have hidden winners those that package protect and recycle the goods we consume daily. $SON (Sonoco): sustainable packaging + recycling. $CCK (Crown Holdings): recyclable metal cans. $SEE (Sealed Air): smart / protective packaging. $ATR (Aptar): dispensers & closures. As ESG pressure grows packaging firms become strategic suppliers. #Sustainability #Packaging"  
[X Link](https://x.com/abu__elyas/status/1978177708229054543) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"Comparing Wise dLocal and Adyen Which Fintech Stock Deserves Your Money in 2025 Hook: 🚀 Fintech face-off 2025: Wise $WISE vs. dLocal $DLO vs. Adyen $ADYEN All X power global payments but their risk scale & profitability couldnt be more different. Lets break down their business models margins and investment outlook 👇 #Fintech #Investing #Stocks #Payments"  
[X Link](https://x.com/abu__elyas/status/1978208374740168812) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:16Z XXX followers, XXX engagements


"Wise ( $WISE ) 💡 Business model: Low-cost international transfers using real FX rates + Wise Platform for B2B integrations. Customers: individuals SMEs fintechs Moat: transparency cost tech infrastructure Revenue: transfer fees FX markups float interest 📈 FY24 revenue 1B net income 354M 50%+ YoY growth in key metrics. #WISE #Fintech #MoneyTransfers"  
[X Link](https://x.com/abu__elyas/status/1978208392167768555) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:16Z XXX followers, XXX engagements


"dLocal: Pros & Cons ✅ Pros: Unique niche: local payments in hard-to-access markets Asset-light high-margin once scaled Strong merchant relationships ⚠ Risks: High exposure to LATAM (60% vol) Currency controls FX risk Execution & regulatory hurdles Verdict: High-growth but high-risk. #EmergingMarkets #Fintech"  
[X Link](https://x.com/abu__elyas/status/1978208422580392074) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:16Z XXX followers, XX engagements


"Adyen ( $ADYEN ) 🏦 Global payments infrastructure leader Handles online mobile and POS in one unified platform. Trusted by brands like Uber Spotify and eBay. FY24: Net revenue +23% EBITDA 992M net income 925M. #Adyen #Payments"  
[X Link](https://x.com/abu__elyas/status/1978208440599052561) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:17Z XXX followers, XXX engagements


"📊 Comparative Snapshot Wise vs. dLocal vs. Adyen Wise ( $WISE ): Growth rate around 3050% YoY. High profitability with strong margins and cash generation. Moderate risk profile regulated but globally diversified. Focused on cross-border transfers and multi-currency infrastructure. dLocal ( $DLO ): Growth rate roughly 2535% YoY. Medium profitability margins under pressure from scaling costs. High risk exposure concentrated in emerging markets and FX volatility. Focused on enabling global merchants in emerging markets. Adyen ( $ADYEN ): Growth rate about 2025% YoY. Very high profitability and"  
[X Link](https://x.com/abu__elyas/status/1978208452666368072) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:17Z XXX followers, XXX engagements


"Analyst Take (20252027) 🥇 Adyen $ADYEN strong buy / global scale margin recovery story 🥈 Wise $WISE buy / efficient transparent growth compounder 🥉 dLocal $DLO hold / speculative emerging-market bet 🧠 Quality & predictability matter more than hype. #EquityResearch #FintechInvesting"  
[X Link](https://x.com/abu__elyas/status/1978208457426956316) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:17Z XXX followers, XXX engagements


"Closing Thought 💬 In 2025 Fintech isnt about hype its about sustainable infrastructure. Adyen & Wise are building it. dLocal is chasing it in frontier markets. Which one fits your portfolio depends on your risk tolerance. #Stocks #Investing #Fintech #FinancialMarkets"  
[X Link](https://x.com/abu__elyas/status/1978208463499997291) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:17Z XXX followers, XXX engagements


"🛠 Carpenter Technology ( $CRS ) ✈ Supplier of high-performance alloys for aerospace & defense 🔩 Advanced metallurgical R&D and precision manufacturing 🚀 Critical to jet engines & energy infrastructure #CarpenterTechnology #CRS #Aerospace #DefenseIndustry #AdvancedMaterials #Metals"  
[X Link](https://x.com/abu__elyas/status/1978674252438991183) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:07Z XXX followers, XX engagements


"🧵 2nd-Order Winners The overlooked companies quietly powering Americas biggest industries. Everyone knows the Teslas Amazons & NVIDIAs. Few notice the firms behind them the suppliers enablers & hidden infrastructure. Heres a deep-dive by sector #Investing #StocksToWatch #FinTwit"  
[X Link](https://x.com/abu__elyas/status/1978177668009836580) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"🧬 X. Health Care The second-order plays in health care Not the biotech startups the infrastructure: distributors automation health IT. $COR (Cencora / AmerisourceBergen): specialty pharma logistics. $CAH (Cardinal Health): hospital supply chain. $OMCL (Omnicell): med automation. $HSIC (Henry Schein): clinical distribution + software. Health care runs on logistics not just labs. #HealthcareStocks #MedTech"  
[X Link](https://x.com/abu__elyas/status/1978177703494013138) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"Overview: 🌍 The players: Wise cross-border transfers & multi-currency accounts dLocal payment rails for global merchants in emerging markets Adyen unified global payment processor for online + POS All three are profitable scalable but with very different risk profiles. #EquityResearch #Fintech"  
[X Link](https://x.com/abu__elyas/status/1978208379643236581) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:16Z XXX followers, XX engagements


"Adyen: Pros & Cons ✅ Pros: Huge scale strong merchant lock-in Margin recovery after cost spike Global diversification ⚠ Risks: Pricing pressure from Stripe Slower e-commerce spending Margin compression risk Verdict: Premium quality fintech entering next profit cycle. #StocksToWatch #InvestSmart"  
[X Link](https://x.com/abu__elyas/status/1978208446886617369) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T21:17Z XXX followers, XX engagements


"🌍 Ivanhoe Mines ( $IVN ) 🚧 Produces copper nickel & platinum group metals (PGMs) at global scale 🌱 Known for low-carbon high-grade operations (Kamoa Platreef) 💰 Secures long-term offtake deals with top-tier buyers #IvanhoeMines #IVN #Copper #PGMs #SustainableMining #Investing"  
[X Link](https://x.com/abu__elyas/status/1978674262656332050) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:08Z XXX followers, XXX engagements


"💰 Wheaton Precious Metals ( $WPM ) ⛓ Streaming model: funds miners in exchange for future metal rights 📈 Asset-light exposure to gold silver & palladium #WheatonPreciousMetals #WPM #Streaming #GoldStocks #Silver #MiningFinance #Investing"  
[X Link](https://x.com/abu__elyas/status/1978674275730047022) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:08Z XXX followers, XX engagements


"🌐 First Quantum Minerals ( $FM ) 🌎 Diversified global miner copper nickel & gold 🏭 Operations in Africa Australia & the Americas ⚡ A key player in electrification metals #FirstQuantumMinerals #FM #Copper #Commodities #EnergyTransition #GlobalMining"  
[X Link](https://x.com/abu__elyas/status/1978674284760363277) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:08Z XXX followers, XX engagements


"⚙ MP Materials ( $MP ) The only scaled rare earth miner & refiner in the U.S. 🔋 Vertically integrating from mine magnets 💪 Backed by the DoD with price-floor guarantees #MPMaterials #MP #RareEarths #Defense #EVs #CriticalMinerals"  
[X Link](https://x.com/abu__elyas/status/1978674103641948438) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:07Z XXX followers, XXX engagements


"🌋 NioCorp Developments ( $NB ) 🎯 Elk Creek Project (Nebraska) to supply niobium scandium & titanium 🏗 Aiming to rebuild Americas critical mineral independence 🤝 Offtake deals (e.g. Thyssenkrupp) + U.S. Export-Import Bank support #NioCorp #NB #CriticalMetals #SupplyChainSecurity #Mining"  
[X Link](https://x.com/abu__elyas/status/1978674116786848154) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:07Z XXX followers, XXX engagements


"⚡ $ENPH Enphase Energy Leader in microinverters for residential solar. Turns sunlight AC power efficiently + safely. 💡 Hardware + software edge. 🚀 Grid upgrades + home batteries = tailwind. #SolarEnergy #TechStocks"  
[X Link](https://x.com/abu__elyas/status/1977416942886715639) [@abu__elyas](/creator/x/abu__elyas) 2025-10-12T16:51Z XXX followers, XXX engagements


"💳 X. Financials Dont look at the banks look at the rails. Payment processors fintech infrastructure and data vendors are the ecosystems oxygen. $FI (Fiserv) and $FIS (Fidelity Natl Info): banking / payment plumbing. $SSNC: fund admin & fintech SaaS. $MQ (Marqeta): embedded-finance rails. $GPN (Global Payments): omnichannel payment infra. They earn pennies on trillions of dollars in flow. #Fintech #Payments"  
[X Link](https://x.com/abu__elyas/status/1978177698481709392) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XXX engagements


"🛍 X. Consumer Discretionary Not every discretionary stock sells luxury. Some enable new consumer behavior smart homes EVs connected living. $CHPT (ChargePoint): EV charging infrastructure. $LEN (Lennar): embedding smart home systems in new builds. $VIV (Vivint / NRG): home automation + energy mgmt. These firms profit as homes and vehicles become digital nodes. #SmartHome #EVCharging"  
[X Link](https://x.com/abu__elyas/status/1978177713035935886) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XXX engagements


"⚡ XX. Utilities Utilities get all the headlines but the service contractors building their infrastructure quietly compound beneath the radar. $PRIM (Primoris): installs / maintains power & gas distribution. $EME (Emcor): electrical & mechanical contractor for utilities. Their revenues track grid CAPEX not electricity prices. #Infrastructure #GridModernization"  
[X Link](https://x.com/abu__elyas/status/1978177718102426056) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"📡 XX. Communication Services Telecoms hidden winners are the asset owners towers fiber and backhaul systems not the carriers themselves. $AMT (American Tower): cell towers worldwide. $CCI (Crown Castle): small-cell + fiber REIT. $DY (Dycom): builds fiber networks. $VRT (Vertiv): data-center & network power systems. They rent space to the carriers printing the ads. #5G #TelecomInfrastructure"  
[X Link](https://x.com/abu__elyas/status/1978177724507140248) [@abu__elyas](/creator/x/abu__elyas) 2025-10-14T19:14Z XXX followers, XX engagements


"⚡ Ivanhoe Electric ( $IE ) 🧭 Advanced geophysics + mining tech for copper nickel & cobalt 🔋 Focused on materials critical for EVs & battery storage 🌱 U.S.-based projects + tech-driven exploration #IvanhoeElectric #IE #Copper #Nickel #BatteryMetals #CleanTech #MiningInnovation"  
[X Link](https://x.com/abu__elyas/status/1978674241265360941) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:07Z XXX followers, XXX engagements


"🏅 A-Mark Precious Metals ( $AMRK ) 💍 Trading logistics & storage for gold silver & platinum 📊 Infrastructure backbone of the global precious metals market #AMarkPreciousMetals #AMRK #PreciousMetals #Gold #Silver #Commodities #Investing"  
[X Link](https://x.com/abu__elyas/status/1978674302363824565) [@abu__elyas](/creator/x/abu__elyas) 2025-10-16T04:08Z XXX followers, XX engagements