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[@HatedMoats](/creator/twitter/HatedMoats)
"Thank you Jeff really appreciate it It's always important to remain civil and nice and it is possible in any debate. Especially in cases where there's nothing certain (e.g. our case there - Adobe might do well or it might not just the same no one knows). I'm glad for people like you you make this place so much better"  
[X Link](https://x.com/HatedMoats/status/1979514010367308027) [@HatedMoats](/creator/x/HatedMoats) 2025-10-18T11:44Z 6493 followers, XX engagements


"I wouldn't say it's "constrained" as they just guided revenue growth rather nicely. Demand is robust (AI is driving huge EUV orders) pricing is a major strength (see the XX% gross margin). I think production capacity is the main bottleneck. They can only build these incredibly complex machines so fast. So I believe it's a supply not a demand issue with $ASML"  
[X Link](https://x.com/HatedMoats/status/1978454464559259804) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T13:34Z 6455 followers, XX engagements


"๐Ÿšจ Novo News - proper report ๐Ÿšจ A single aspirational number spoken in the Oval Office just sent a multi-billion dollar shockwave through the two biggest players in the weight-loss drug market highlighting the immense political risk now facing the sector. The News Shares of Novo Nordisk ( $NVO) and Eli Lilly ( $LLY) both fell sharply by X% after U.S. President Donald Trump stated Thursday that the price of Ozempic could come down to "$150 out of pocket." The current U.S. list price for a month's supply is roughly $1000. However the head of the Centers for Medicare and Medicaid Services (CMS)"  
[X Link](https://x.com/HatedMoats/status/1979114365425958998) [@HatedMoats](/creator/x/HatedMoats) 2025-10-17T09:16Z 6494 followers, 12.9K engagements


"๐Ÿงต ASML and Peter Lynch style approach. Why Is $ASML the Greatest Moat on Planet I'm a huge fan of Peter Lynch and his "invest in what you understand" approach. So let's answer some questions that will make it clearer what $ASML actually does and why it is so special. ๐Ÿ‘‡๐Ÿงต"  
[X Link](https://x.com/HatedMoats/status/1969040072826651098) [@HatedMoats](/creator/x/HatedMoats) 2025-09-19T14:05Z 6490 followers, 21.2K engagements


"I sold $NVO puts today. Selling puts literally means getting paid while you wait to buy a stock at your desired price. Do you sell options as a strategy in investing Would you like me to write a thread/article on how I use options in my investing"  
[X Link](https://x.com/HatedMoats/status/1976685669016912223) [@HatedMoats](/creator/x/HatedMoats) 2025-10-10T16:26Z 6435 followers, 8213 engagements


"@unusual_whales Wait what You refuse to be XXX% complacent But this whole bull market is based on that"  
[X Link](https://x.com/HatedMoats/status/1978943964825706968) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T21:59Z 6468 followers, 1126 engagements


"@6figurecheck She'd recieve random $1B that OpenAI doesn't even have"  
[X Link](https://x.com/HatedMoats/status/1978450214710129107) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T13:17Z 6444 followers, XX engagements


"@ResearchPulse1 I remember posting about this 'bold' move by $LLY which was basically trying to see how far they can go and get away with. :) I think I said back than already it can backfire in $NVO's favour and it seems it did. :) Thanks for the tag interseting to know"  
[X Link](https://x.com/HatedMoats/status/1977386593280254051) [@HatedMoats](/creator/x/HatedMoats) 2025-10-12T14:51Z 6440 followers, XXX engagements


"๐Ÿšจ Novo News The giant Novo Nordisk just CRUSHED $HIMS The wild west of weight-loss drugs is officially coming to an end. $NVO has decided its had enough and is done letting telehealth middlemen get rich selling compounded versions of its blockbuster drug and is now making a power play to reclaim the entire channel. The News Today Novo Nordisk ( $NVO) revealed its strategy for its highly anticipated oral obesity pill stating it will launch directly on telehealth platforms like Ro and WeightWatchers as soon as it gains U.S. approval (expected in early 2026). The move is a direct shot at rival"  
[X Link](https://x.com/HatedMoats/status/1974223149869994116) [@HatedMoats](/creator/x/HatedMoats) 2025-10-03T21:20Z 6492 followers, 119.8K engagements


"๐Ÿงต Deep Dive: dLocal ( $DLO) What if a company was attacked by short-sellers and left for dead yet was still growing XX% YoY with clients like Amazon & Microsoft That's the story of dLocal ( $DLO) a company that the market loves to hate. Here's what the bears are missing. ๐Ÿ‘‡ ๐Ÿงต"  
[X Link](https://x.com/HatedMoats/status/1963219654895141077) [@HatedMoats](/creator/x/HatedMoats) 2025-09-03T12:36Z 6483 followers, 62.2K engagements


"2/8 Q3 2025 By The Numbers Net Sales: XXX billion (comfortably within guidance) Net Income: XXX billion (stable YoY) Gross Margin: A healthy XXXX% EPS: XXXX Consistent execution and strong profitability reinforcing the $ASML's financial stability"  
[X Link](https://x.com/HatedMoats/status/1978354225273807309) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6435 followers, XXX engagements


"@samdrabulok7 I use $IBKR (screenshot here) Trading212 and eToro"  
[X Link](https://x.com/HatedMoats/status/1976726872617554377) [@HatedMoats](/creator/x/HatedMoats) 2025-10-10T19:09Z 6425 followers, XXX engagements


"๐Ÿšจ Trump said " the 'fat-loss drugs' will be a lot lower in price. After hours: $NVO down -XXXX% $LLY down -XXXX% That man just wants to see the world (and fat obviously) burn. What do you think this means for the obesity market"  
[X Link](https://x.com/HatedMoats/status/1978946528275239397) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T22:09Z 6493 followers, 31.8K engagements


"๐Ÿšจ Novo News ๐Ÿšจ Novo Nordisk spent billions to solve its biggest problem - manufacturing capacity. It turns out they may have just acquired a multi-billion dollar headache instead with the FDA officially declaring their newly-acquired key plant non-compliant. The News $NVO's $XX billion shortcut to fix its supply bottlenecks just hit a wall. The FDA has slapped Official Action Indicated (OAI) status (the agency's most severe compliance rating) on Novos recently acquired fill-finish plant in Bloomington Indiana formerly owned by Catalent. The designation follows a summer inspection that found"  
[X Link](https://x.com/HatedMoats/status/1977834227438592070) [@HatedMoats](/creator/x/HatedMoats) 2025-10-13T20:30Z 6493 followers, 12.8K engagements


"@TacticzH I have multiple articles in writing that's why I can't finish any of them haha $PFE and $ISRG are the closest to being finished so I'll just go with any I can finish or none if the quality is not to my standard :) And no problem it's one of the best pieces written about $NVO"  
[X Link](https://x.com/HatedMoats/status/1977834733691392172) [@HatedMoats](/creator/x/HatedMoats) 2025-10-13T20:32Z 6463 followers, XXX engagements


"๐Ÿšจ Novo News Just after announcing 9000 layoffs to "trim costs" Novo Nordisk showed us what it plans to do with the savings. Go on a multi-billion dollar shopping spree to fortify its empire against its chief rival. Here's what happened. ๐Ÿ‘‡ The News Today Novo Nordisk ( $NVO) announced it will acquire Akero Therapeutics ( $AKRO) for up to $XXX billion. The deal gives Novo access to Akero's promising late-stage drug efruxifermin for the treatment of MASH a severe and widespread fatty liver disease. The move is a major strategic strike by new CEO Mike Doustdar as he works to fend off intense"  
[X Link](https://x.com/HatedMoats/status/1976241867298681186) [@HatedMoats](/creator/x/HatedMoats) 2025-10-09T11:02Z 6487 followers, 19.6K engagements


"@Franquillo I just couldn't agree more haha these stocks will grow once people stop buying the ones with 100+ P/E and X revenue"  
[X Link](https://x.com/HatedMoats/status/1978817272195010984) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T13:36Z 6491 followers, XX engagements


"6/ Key Financial Metrics $PYPL's valuation has collapsed as we mentioned above into deep value stock territory. Key metrics like its forward P/E ratio and Price to Free Cash Flow (see image attached) are at multi-year lows far below the broader market and its historical average. This suggests the market is pricing in a dire near-zero growth scenario viewing PayPal as a "value trap." The bull case (or even the base case really.) is that this pessimism is overdone for a profitable company still growing EPS creating significant upside from a re-rating if it can execute and prove its moat is"  
[X Link](https://x.com/HatedMoats/status/1973736860435316924) [@HatedMoats](/creator/x/HatedMoats) 2025-10-02T13:08Z 6468 followers, XXX engagements


"๐Ÿงต Deep Dive: Adobe ( $ADBE) One of the biggest SaaS companies in the world by revenue. So why has its stock collapsed over XX% from its 2024 highs Is the fortress crumbling or is this the value opportunity the market is missing We did a deep dive. ๐Ÿงต๐Ÿ‘‡"  
[X Link](https://x.com/HatedMoats/status/1960320067079426431) [@HatedMoats](/creator/x/HatedMoats) 2025-08-26T12:34Z 6481 followers, 89.1K engagements


"๐Ÿšจ Novo News In the clearest (and ruthless) signal of its new strategy Novo Nordisk is abandoning its moonshot quest to cure type X diabetes. The message is clear. The focus is no longer on cures but on dominating the massively profitable business of chronic disease treatment. The News $NVO is cutting its entire cell therapy division laying off nearly all XXX employees in the unit. The move shutters ambitious early-stage "moonshot" projects including a potential cure for type X diabetes and a therapy for Parkinson's disease. This is the latest in a rapid series of strategic shifts by new CEO"  
[X Link](https://x.com/HatedMoats/status/1976937320826781818) [@HatedMoats](/creator/x/HatedMoats) 2025-10-11T09:06Z 6487 followers, 11.3K engagements


"๐Ÿšจ Novo Hiring When your biggest threat isn't a competitor but the President of the United States you don't send in a scientist. You send in a political operator. The News Novo Nordisk ( $NVO) has appointed Greg Miley a senior American pharmaceutical executive from AbbVie ( $ABBV) as its new head of corporate affairs. Miley is a seasoned veteran of government affairs a field better known as corporate lobbying. The move comes as the Danish drugmaker is in the crosshairs of President Trump over drug pricing and is executing a major global restructuring to better compete with its U.S. rival Eli"  
[X Link](https://x.com/HatedMoats/status/1979207116364644426) [@HatedMoats](/creator/x/HatedMoats) 2025-10-17T15:25Z 6494 followers, 19.1K engagements


"ASML Q3 earnings are in. A thread. ๐Ÿงต๐Ÿ‘‡ $ASML reports solid Q3 2025 results delivering on guidance and issuing a strong outlook for Q4. The report highlights the company's operational strength and deep technology moat even as it navigates the evolving geopolitical landscape. Here's a closer look"  
[X Link](https://x.com/HatedMoats/status/1978354221834547275) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6493 followers, 5027 engagements


"๐Ÿšจ Novo News HEDGE FUNDS ARE SELLING . says the clickbait headline. The noise. While a small fund actually made headlines for trimming its Novo Nordisk position the real story was happening in the background. The smart money was quietly buying the stock by the truckload. The News Recent SEC filings reveal a massive divergence of opinion on Novo Nordisk ( $NVO). While one small investment firm (Means Investment CO. Inc) reduced its holdings a wave of major institutional funds made enormous buys during the first and second quarters. Notably Kingstone Capital increased its stake by over 300000%"  
[X Link](https://x.com/HatedMoats/status/1977636007831916893) [@HatedMoats](/creator/x/HatedMoats) 2025-10-13T07:22Z 6493 followers, 13K engagements


"@Mindset4Money_X Solid picks all over Do you own $GAMB"  
[X Link](https://x.com/HatedMoats/status/1975669200124604637) [@HatedMoats](/creator/x/HatedMoats) 2025-10-07T21:06Z 6493 followers, 1068 engagements


"Show me something more beautiful. I don't know who needs to hear this but adopting new tech to a giant with a giant network of giant customers is easier better and more efficient than doing the same thing from zero. That's why AI boosts $ADBE's moat and doesn't erode it"  
[X Link](https://x.com/HatedMoats/status/1966264221542601161) [@HatedMoats](/creator/x/HatedMoats) 2025-09-11T22:14Z 6433 followers, 17.8K engagements


"@unusual_whales Trump Always Chickens Out TACO"  
[X Link](https://x.com/HatedMoats/status/1978589719597322296) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T22:32Z 6477 followers, 2618 engagements


"๐Ÿšจ Adobe Strikes with Mobile-First Approach Adobe is done letting mobile-first apps like CapCut eat its lunch at the entry-level. They are now deploying their most powerful weapon (Premiere) to conquer the entire creator economy starting right from the iPhone in everyone's pocket. The News Last Tuesday (September 30th) Adobe ( $ADBE) officially launched Adobe Premiere on iPhone a new powerful and notably free version of its industry-standard video editing software. The app brings professional-grade features like a multi-track timeline AI-powered audio enhancement and generative AI asset"  
[X Link](https://x.com/HatedMoats/status/1975123518095257975) [@HatedMoats](/creator/x/HatedMoats) 2025-10-06T08:58Z 6429 followers, 3686 engagements


"๐Ÿšจ Novo News - late but it's an important one The shopping spree continues. Novo Nordisk's new CEO isn't just defending the company's core metabolic business he's aggressively using its massive cash pile to build a second empire in rare diseases. The News Novo Nordisk ( $NVO) has signed a licensing deal worth up to $XXX billion with small-cap biotech Omeros ( $OMER) for its experimental drug zaltenibart. The drug is a promising late-stage candidate for treating Paroxysmal Nocturnal Hemoglobinuria (PNH) a rare and serious blood disorder with potential in other rare kidney diseases. The deal"  
[X Link](https://x.com/HatedMoats/status/1978717504735228252) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T06:59Z 6493 followers, 8847 engagements


"7/ Risk Factors PayPal's primary risk is intensifying competition. Rivals like Stripe Adyen and Big Tech (and other niche and/or local(smaller potential disruptors) are pressuring margins and market share forming the core of the bear case that $PYPL's competitive moat is eroding. This is compounded by market saturation in developed economies and macroeconomic risks that could slow consumer spending. Internally we believe the company faces significant execution risk as its new CEO implements a turnaround strategy (which must work out rather flawlessly). While regulatory and security risks also"  
[X Link](https://x.com/HatedMoats/status/1973736866080784638) [@HatedMoats](/creator/x/HatedMoats) 2025-10-02T13:08Z 6468 followers, XXX engagements


"The way I see it i's not a slowdown it's smart cost optimisation. $TSM will always use DUV for simpler layers. The key is "litho intensity". For advanced nodes like N2/A16 the number of layers that require EUV actually increases. Today's $ASML Q3 results prove it. 3.6B in EUV bookings means that demand for the irreplaceable tech is stronger than ever"  
[X Link](https://x.com/HatedMoats/status/1978451713481691638) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T13:23Z 6455 followers, XX engagements


"Some of my holdings currently be like: $NVO wants to get above $XX No I don't think so pal. $ADBE will go above $XXX finally right Right $PYPL above $XX Let's make some nonsense selloff for no bloody reason as soon as possible. $DLO confidently above $XX I don't think so pal. $GOOGL remaining a 3T company Why would they They're only the best company in the world $UNH will stabilise above $XXX right Right . $ASML: "Anyway I started blasting.""  
[X Link](https://x.com/HatedMoats/status/1975287077135593491) [@HatedMoats](/creator/x/HatedMoats) 2025-10-06T19:48Z 6490 followers, 16.5K engagements


"@DividendDynasty No I use Interactive Brokers for options"  
[X Link](https://x.com/HatedMoats/status/1978858446544888167) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T16:19Z 6468 followers, XXX engagements


"@DeepIceValue Isn't it the $OXY deal"  
[X Link](https://x.com/HatedMoats/status/1977439925839495475) [@HatedMoats](/creator/x/HatedMoats) 2025-10-12T18:23Z 6464 followers, XXX engagements


"@qcapital2020 Let's wait for the $HIMS crowd to explain to you how this is actually super bullish"  
[X Link](https://x.com/HatedMoats/status/1978952140786745798) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T22:32Z 6490 followers, 4018 engagements


"What are your thoughts on the gambling stocks $GAMB and $EVO Is any of them worth a deep fundamental analysis in your opinion"  
[X Link](https://x.com/HatedMoats/status/1975669444023361714) [@HatedMoats](/creator/x/HatedMoats) 2025-10-07T21:07Z 6444 followers, 3444 engagements


"So are you ready for X to be flooded with how obvious it was to buy $PYPL Or $ADBE for that matter And yes $NVO as well. Hated Moats shall prevail"  
[X Link](https://x.com/HatedMoats/status/1975950100884279351) [@HatedMoats](/creator/x/HatedMoats) 2025-10-08T15:43Z 6490 followers, 19.8K engagements


"CEO wanting his company become a meme stock that's a new one. So bullish right $HIMS"  
[X Link](https://x.com/HatedMoats/status/1978766044220035129) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T10:12Z 6491 followers, 5467 engagements


"๐Ÿšจ Adobe News Here's the best example of what bears are missing. ๐Ÿ‘‡ Adobe's deepest moat isn't just its software but rather the army of expert partners that builds entire businesses around its ecosystem. A new announcement shows exactly how that fortress gets built one integration at a time. The News This week WEBJUMP a Platinum Partner of Adobe ( $ADBE) announced it is a key implementer for the new Adobe Commerce Optimizer. This solution allows businesses to rapidly modernise their e-commerce storefronts with AI-powered tools and faster performance all without the immense cost and disruption"  
[X Link](https://x.com/HatedMoats/status/1978055996237848638) [@HatedMoats](/creator/x/HatedMoats) 2025-10-14T11:11Z 6491 followers, 4272 engagements


"The full analysis is here:"  
[X Link](https://x.com/HatedMoats/status/1978511355410792595) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T17:20Z 6457 followers, XXX engagements


"5/8 Bookings Confirm Leadership in Advanced Tech Net bookings remain strong and stable for $ASML at XXX billion. The key story is the demand for cutting-edge technology: EUV systems accounted for XXX billion (67%) of all bookings. This shows continued robust investment in AI and high-performance computing from global customers"  
[X Link](https://x.com/HatedMoats/status/1978354234958479435) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6444 followers, XXX engagements


"@closenberger @bitcoin_bhai @PhilipJFry3024 @TheLongInvest @DonDurrett @mikealfred Thank you Jeff getting blocked by that ๐Ÿคก is a badge of honour he blocked me the moment I asked to show his losers as well. That's how you know someone's a scammer"  
[X Link](https://x.com/HatedMoats/status/1979512377415553264) [@HatedMoats](/creator/x/HatedMoats) 2025-10-18T11:38Z 6491 followers, XX engagements


"๐Ÿšจ I sold XX% of my index fund portfolio. As I mentioned in our Markets This Week newsletter part of my current strategy is to reduce beta exposure. Yesterday I sold XX% of my long-term broad index fund portfolio (stored in all-world fund VWCE ETF). With this I'm currently about XX% in cash. I'll keep part of this cash as dry powder for immediate deployment in buying opportunities part will serve as a down payment for an apartment I'm buying right now and part will be used for cash secured puts. Did you trim any of your positions recently"  
[X Link](https://x.com/HatedMoats/status/1978801646286344438) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T12:34Z 6491 followers, 5496 engagements


"@baselineX2024 That's understandable and actually a very solid reason to stay away :)"  
[X Link](https://x.com/HatedMoats/status/1977404312457539828) [@HatedMoats](/creator/x/HatedMoats) 2025-10-12T16:01Z 6491 followers, XXX engagements


"@TacticzH Not as bad as them manufacturing there tarnishing reputation but indeed bad nonetheless. Sources:"  
[X Link](https://x.com/HatedMoats/status/1977842579757572224) [@HatedMoats](/creator/x/HatedMoats) 2025-10-13T21:03Z 6468 followers, XXX engagements


"$ADBE at its XX week low for no real reason. $CRM being down despite the OpenAI deal for no real reason. $PYPL being back down in its Pain stock price for no real reason. All Hated Moats that will do well in my option"  
[X Link](https://x.com/HatedMoats/status/1978556021472735256) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T20:18Z 6492 followers, 9840 engagements


"3/8 Strong Forward Guidance Signals Confidence $ASML projects a powerful end to the year. Q4 Outlook: Net sales expected between 9.2B and 9.8B. Full Year 2025: Total sales growth is now forecast at around XX% over 2024. This robust guidance points to accelerating momentum heading into 2026"  
[X Link](https://x.com/HatedMoats/status/1978354228700581943) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6435 followers, XXX engagements


"@SayNoToTrading @pepemoonboy So essentially you'll win either way Also can you really own enough of $ISRG The hospital I work at recently bought yet another Da Vinci babe they're spectacular"  
[X Link](https://x.com/HatedMoats/status/1977129329374191670) [@HatedMoats](/creator/x/HatedMoats) 2025-10-11T21:49Z 6461 followers, 1495 engagements


"6/8 Innovation Drives the Future $ASML continues to widen its moat: Shipped its first Advanced Packaging system entering a new high-growth market. Partnered with Mistral AI to enhance system performance across its entire portfolio. These moves support the long-term annual sales target of 44B - 60B by 2030"  
[X Link](https://x.com/HatedMoats/status/1978354238833996174) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6470 followers, XXX engagements


"@JacobCordosa Actually likely"  
[X Link](https://x.com/HatedMoats/status/1978780662766174615) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T11:10Z 6482 followers, XXX engagements


"4/8 Addressing 2026 & China $ASML is proactively managing expectations guiding for a significant decline in China sales in 2026 after a very strong 2024/2025. Crucially the company's diversified demand allows for a resilient outlook: ASML does not expect total 2026 sales to be below 2025 levels"  
[X Link](https://x.com/HatedMoats/status/1978354231850545155) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6435 followers, XXX engagements


"@Mindset4Money_X Great thread Andy What's the better opportunity right now in your opinion $ZETA or $CSU"  
[X Link](https://x.com/HatedMoats/status/1976676007089508634) [@HatedMoats](/creator/x/HatedMoats) 2025-10-10T15:47Z 6472 followers, XXX engagements


"@Franquillo And $ADBE is actually working with BOTH OpenAI and Google. Seems like the marketing of that fact has been lacking. :)"  
[X Link](https://x.com/HatedMoats/status/1978858725642215849) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T16:21Z 6448 followers, XX engagements


"๐Ÿšจ Novo Nordisk loses important court case in U.S. Here's what it means ๐Ÿ‘‡ The News Yesterday a federal appeals court unanimously rejected $NVO lawsuit challenging the U.S. Medicare drug price negotiation program. The court affirmed the government's power to negotiate prices for six of Novo's insulin products and stated that the law bars courts from reviewing which drugs are selected. This ruling is the latest in a string of identical court defeats for major drugmakers like AstraZeneca and Bristol Myers Squibb with the decision coming from a bipartisan panel of judges. My Take While the"  
[X Link](https://x.com/HatedMoats/status/1975455012353401330) [@HatedMoats](/creator/x/HatedMoats) 2025-10-07T06:55Z 6440 followers, 25.7K engagements


"Crypto is speculation with zero intrinsic value. Always has been. If one mean tweet can trigger the biggest liquidation event in its history what will a real negative geopolitical or macroeconomic event do"  
[X Link](https://x.com/HatedMoats/status/1977070540637847695) [@HatedMoats](/creator/x/HatedMoats) 2025-10-11T17:55Z 6429 followers, 5276 engagements


"$ADBE remains one of my biggest conviction play. Do you agree and if not why"  
[X Link](https://x.com/HatedMoats/status/1977302948867649583) [@HatedMoats](/creator/x/HatedMoats) 2025-10-12T09:18Z 6494 followers, 46.2K engagements


"@LoCoInvestments @optima_t a) Adobe will offer the same but better than anyone else b) real creative work done by humans will always be appreciated and the AI slob will need to be corrected by Adobe products"  
[X Link](https://x.com/HatedMoats/status/1978858091933213115) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T16:18Z 6455 followers, XX engagements


"Waiting for OpenAI to close a deal with Lockheed Martin $LMT so the soldiers can generate a heartfelt apology letter before launching the drone"  
[X Link](https://x.com/HatedMoats/status/1978434452444365208) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T12:15Z 6473 followers, 1672 engagements


"@longoption Temporarily broken stock definitely not broken business. Anyone seeing even slightly deeper in the big pharma field would never claim Novo Nordisk is broken business"  
[X Link](https://x.com/HatedMoats/status/1975519466302603431) [@HatedMoats](/creator/x/HatedMoats) 2025-10-07T11:11Z 6443 followers, XXX engagements


"Sub XXX I'm adding $ADBE and am willing to die on its hill"  
[X Link](https://x.com/HatedMoats/status/1978895354482303059) [@HatedMoats](/creator/x/HatedMoats) 2025-10-16T18:46Z 6492 followers, 8089 engagements


"$ASML is reporting their earnings tomorrow. I'll try to write a breakdown of the earnings if time will allow. Meanwhile you can look into this thread finding out what this company actually does and why they have the greatest moat on earth. ๐Ÿ‘‡"  
[X Link](https://x.com/HatedMoats/status/1978213028244963766) [@HatedMoats](/creator/x/HatedMoats) 2025-10-14T21:35Z 6492 followers, 3421 engagements


"Our commentary on $ASML Q3 earnings was just published. China sales exploded to XX% of revenue. Yet management says 2026 can beat 2025 with less China. How We break down the how & why the long-term AI moat is stronger than ever. Don't miss our full take. Link in bio"  
[X Link](https://x.com/HatedMoats/status/1978500375956029636) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T16:37Z 6490 followers, 1952 engagements


"Okay so I have to get like 2M impressions in X month if I want to get that monetised gig. Despite some semi-viral stuff I barely have 3M since mid-August. So my question is - are all of you just here all the time to earn $XX and that's it or what is going on"  
[X Link](https://x.com/HatedMoats/status/1977368656016207893) [@HatedMoats](/creator/x/HatedMoats) 2025-10-12T13:39Z 6426 followers, 3762 engagements


"@Leo_Traydes Well thats because most hedge funds arent trying to beat the market. Theyre trying to hedge risk. Where do you think the name came from :)"  
[X Link](https://x.com/HatedMoats/status/1978221858823553299) [@HatedMoats](/creator/x/HatedMoats) 2025-10-14T22:10Z 6468 followers, 1312 engagements


"You can read the whole analysis here:"  
[X Link](https://x.com/HatedMoats/status/1978509815837007950) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T17:14Z 6453 followers, XXX engagements


"Guys this week's (or more like last week's) deep dive is in progress but it's a slow one since I'm buying a flat and I'm busy with that. I hope to post the deep dive on Wednesday or Thursda so stay tuned Meanwhile read this gem about $NVO by the one and only @TacticzH"  
[X Link](https://x.com/HatedMoats/status/1977825096686612853) [@HatedMoats](/creator/x/HatedMoats) 2025-10-13T19:53Z 6443 followers, 6528 engagements


"8/8 Overall Takeaway ASML delivered another quarter of solid execution. While navigating known geopolitical shifts the company's core business is doing well. Strong Q4 guidance dominant EUV bookings and continued innovation paint a clear picture of resilience and long-term growth. The technology leader is on a firm footing"  
[X Link](https://x.com/HatedMoats/status/1978354246413074596) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6493 followers, XXX engagements


"@meeijer $NVO $UNH if one believes it'll reclaim ATH and $TMDX looks interesting though I haven't valuated it"  
[X Link](https://x.com/HatedMoats/status/1976021262506844488) [@HatedMoats](/creator/x/HatedMoats) 2025-10-08T20:25Z 6435 followers, 7231 engagements


"@eftegarie Long $NVO for me too"  
[X Link](https://x.com/HatedMoats/status/1978452300570976642) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T13:26Z 6468 followers, XX engagements


"7/8 Commitment to Shareholder Returns The company continues to reward investors: An interim dividend of XXXX per share will be paid in November. XXX million in shares were repurchased in Q3. A new share buyback program by $ASML is planned for announcement in January 2026 signaling confidence in the long-term value"  
[X Link](https://x.com/HatedMoats/status/1978354241975497093) [@HatedMoats](/creator/x/HatedMoats) 2025-10-15T06:56Z 6473 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HatedMoats "Thank you Jeff really appreciate it It's always important to remain civil and nice and it is possible in any debate. Especially in cases where there's nothing certain (e.g. our case there - Adobe might do well or it might not just the same no one knows). I'm glad for people like you you make this place so much better"
X Link @HatedMoats 2025-10-18T11:44Z 6493 followers, XX engagements

"I wouldn't say it's "constrained" as they just guided revenue growth rather nicely. Demand is robust (AI is driving huge EUV orders) pricing is a major strength (see the XX% gross margin). I think production capacity is the main bottleneck. They can only build these incredibly complex machines so fast. So I believe it's a supply not a demand issue with $ASML"
X Link @HatedMoats 2025-10-15T13:34Z 6455 followers, XX engagements

"๐Ÿšจ Novo News - proper report ๐Ÿšจ A single aspirational number spoken in the Oval Office just sent a multi-billion dollar shockwave through the two biggest players in the weight-loss drug market highlighting the immense political risk now facing the sector. The News Shares of Novo Nordisk ( $NVO) and Eli Lilly ( $LLY) both fell sharply by X% after U.S. President Donald Trump stated Thursday that the price of Ozempic could come down to "$150 out of pocket." The current U.S. list price for a month's supply is roughly $1000. However the head of the Centers for Medicare and Medicaid Services (CMS)"
X Link @HatedMoats 2025-10-17T09:16Z 6494 followers, 12.9K engagements

"๐Ÿงต ASML and Peter Lynch style approach. Why Is $ASML the Greatest Moat on Planet I'm a huge fan of Peter Lynch and his "invest in what you understand" approach. So let's answer some questions that will make it clearer what $ASML actually does and why it is so special. ๐Ÿ‘‡๐Ÿงต"
X Link @HatedMoats 2025-09-19T14:05Z 6490 followers, 21.2K engagements

"I sold $NVO puts today. Selling puts literally means getting paid while you wait to buy a stock at your desired price. Do you sell options as a strategy in investing Would you like me to write a thread/article on how I use options in my investing"
X Link @HatedMoats 2025-10-10T16:26Z 6435 followers, 8213 engagements

"@unusual_whales Wait what You refuse to be XXX% complacent But this whole bull market is based on that"
X Link @HatedMoats 2025-10-16T21:59Z 6468 followers, 1126 engagements

"@6figurecheck She'd recieve random $1B that OpenAI doesn't even have"
X Link @HatedMoats 2025-10-15T13:17Z 6444 followers, XX engagements

"@ResearchPulse1 I remember posting about this 'bold' move by $LLY which was basically trying to see how far they can go and get away with. :) I think I said back than already it can backfire in $NVO's favour and it seems it did. :) Thanks for the tag interseting to know"
X Link @HatedMoats 2025-10-12T14:51Z 6440 followers, XXX engagements

"๐Ÿšจ Novo News The giant Novo Nordisk just CRUSHED $HIMS The wild west of weight-loss drugs is officially coming to an end. $NVO has decided its had enough and is done letting telehealth middlemen get rich selling compounded versions of its blockbuster drug and is now making a power play to reclaim the entire channel. The News Today Novo Nordisk ( $NVO) revealed its strategy for its highly anticipated oral obesity pill stating it will launch directly on telehealth platforms like Ro and WeightWatchers as soon as it gains U.S. approval (expected in early 2026). The move is a direct shot at rival"
X Link @HatedMoats 2025-10-03T21:20Z 6492 followers, 119.8K engagements

"๐Ÿงต Deep Dive: dLocal ( $DLO) What if a company was attacked by short-sellers and left for dead yet was still growing XX% YoY with clients like Amazon & Microsoft That's the story of dLocal ( $DLO) a company that the market loves to hate. Here's what the bears are missing. ๐Ÿ‘‡ ๐Ÿงต"
X Link @HatedMoats 2025-09-03T12:36Z 6483 followers, 62.2K engagements

"2/8 Q3 2025 By The Numbers Net Sales: XXX billion (comfortably within guidance) Net Income: XXX billion (stable YoY) Gross Margin: A healthy XXXX% EPS: XXXX Consistent execution and strong profitability reinforcing the $ASML's financial stability"
X Link @HatedMoats 2025-10-15T06:56Z 6435 followers, XXX engagements

"@samdrabulok7 I use $IBKR (screenshot here) Trading212 and eToro"
X Link @HatedMoats 2025-10-10T19:09Z 6425 followers, XXX engagements

"๐Ÿšจ Trump said " the 'fat-loss drugs' will be a lot lower in price. After hours: $NVO down -XXXX% $LLY down -XXXX% That man just wants to see the world (and fat obviously) burn. What do you think this means for the obesity market"
X Link @HatedMoats 2025-10-16T22:09Z 6493 followers, 31.8K engagements

"๐Ÿšจ Novo News ๐Ÿšจ Novo Nordisk spent billions to solve its biggest problem - manufacturing capacity. It turns out they may have just acquired a multi-billion dollar headache instead with the FDA officially declaring their newly-acquired key plant non-compliant. The News $NVO's $XX billion shortcut to fix its supply bottlenecks just hit a wall. The FDA has slapped Official Action Indicated (OAI) status (the agency's most severe compliance rating) on Novos recently acquired fill-finish plant in Bloomington Indiana formerly owned by Catalent. The designation follows a summer inspection that found"
X Link @HatedMoats 2025-10-13T20:30Z 6493 followers, 12.8K engagements

"@TacticzH I have multiple articles in writing that's why I can't finish any of them haha $PFE and $ISRG are the closest to being finished so I'll just go with any I can finish or none if the quality is not to my standard :) And no problem it's one of the best pieces written about $NVO"
X Link @HatedMoats 2025-10-13T20:32Z 6463 followers, XXX engagements

"๐Ÿšจ Novo News Just after announcing 9000 layoffs to "trim costs" Novo Nordisk showed us what it plans to do with the savings. Go on a multi-billion dollar shopping spree to fortify its empire against its chief rival. Here's what happened. ๐Ÿ‘‡ The News Today Novo Nordisk ( $NVO) announced it will acquire Akero Therapeutics ( $AKRO) for up to $XXX billion. The deal gives Novo access to Akero's promising late-stage drug efruxifermin for the treatment of MASH a severe and widespread fatty liver disease. The move is a major strategic strike by new CEO Mike Doustdar as he works to fend off intense"
X Link @HatedMoats 2025-10-09T11:02Z 6487 followers, 19.6K engagements

"@Franquillo I just couldn't agree more haha these stocks will grow once people stop buying the ones with 100+ P/E and X revenue"
X Link @HatedMoats 2025-10-16T13:36Z 6491 followers, XX engagements

"6/ Key Financial Metrics $PYPL's valuation has collapsed as we mentioned above into deep value stock territory. Key metrics like its forward P/E ratio and Price to Free Cash Flow (see image attached) are at multi-year lows far below the broader market and its historical average. This suggests the market is pricing in a dire near-zero growth scenario viewing PayPal as a "value trap." The bull case (or even the base case really.) is that this pessimism is overdone for a profitable company still growing EPS creating significant upside from a re-rating if it can execute and prove its moat is"
X Link @HatedMoats 2025-10-02T13:08Z 6468 followers, XXX engagements

"๐Ÿงต Deep Dive: Adobe ( $ADBE) One of the biggest SaaS companies in the world by revenue. So why has its stock collapsed over XX% from its 2024 highs Is the fortress crumbling or is this the value opportunity the market is missing We did a deep dive. ๐Ÿงต๐Ÿ‘‡"
X Link @HatedMoats 2025-08-26T12:34Z 6481 followers, 89.1K engagements

"๐Ÿšจ Novo News In the clearest (and ruthless) signal of its new strategy Novo Nordisk is abandoning its moonshot quest to cure type X diabetes. The message is clear. The focus is no longer on cures but on dominating the massively profitable business of chronic disease treatment. The News $NVO is cutting its entire cell therapy division laying off nearly all XXX employees in the unit. The move shutters ambitious early-stage "moonshot" projects including a potential cure for type X diabetes and a therapy for Parkinson's disease. This is the latest in a rapid series of strategic shifts by new CEO"
X Link @HatedMoats 2025-10-11T09:06Z 6487 followers, 11.3K engagements

"๐Ÿšจ Novo Hiring When your biggest threat isn't a competitor but the President of the United States you don't send in a scientist. You send in a political operator. The News Novo Nordisk ( $NVO) has appointed Greg Miley a senior American pharmaceutical executive from AbbVie ( $ABBV) as its new head of corporate affairs. Miley is a seasoned veteran of government affairs a field better known as corporate lobbying. The move comes as the Danish drugmaker is in the crosshairs of President Trump over drug pricing and is executing a major global restructuring to better compete with its U.S. rival Eli"
X Link @HatedMoats 2025-10-17T15:25Z 6494 followers, 19.1K engagements

"ASML Q3 earnings are in. A thread. ๐Ÿงต๐Ÿ‘‡ $ASML reports solid Q3 2025 results delivering on guidance and issuing a strong outlook for Q4. The report highlights the company's operational strength and deep technology moat even as it navigates the evolving geopolitical landscape. Here's a closer look"
X Link @HatedMoats 2025-10-15T06:56Z 6493 followers, 5027 engagements

"๐Ÿšจ Novo News HEDGE FUNDS ARE SELLING . says the clickbait headline. The noise. While a small fund actually made headlines for trimming its Novo Nordisk position the real story was happening in the background. The smart money was quietly buying the stock by the truckload. The News Recent SEC filings reveal a massive divergence of opinion on Novo Nordisk ( $NVO). While one small investment firm (Means Investment CO. Inc) reduced its holdings a wave of major institutional funds made enormous buys during the first and second quarters. Notably Kingstone Capital increased its stake by over 300000%"
X Link @HatedMoats 2025-10-13T07:22Z 6493 followers, 13K engagements

"@Mindset4Money_X Solid picks all over Do you own $GAMB"
X Link @HatedMoats 2025-10-07T21:06Z 6493 followers, 1068 engagements

"Show me something more beautiful. I don't know who needs to hear this but adopting new tech to a giant with a giant network of giant customers is easier better and more efficient than doing the same thing from zero. That's why AI boosts $ADBE's moat and doesn't erode it"
X Link @HatedMoats 2025-09-11T22:14Z 6433 followers, 17.8K engagements

"@unusual_whales Trump Always Chickens Out TACO"
X Link @HatedMoats 2025-10-15T22:32Z 6477 followers, 2618 engagements

"๐Ÿšจ Adobe Strikes with Mobile-First Approach Adobe is done letting mobile-first apps like CapCut eat its lunch at the entry-level. They are now deploying their most powerful weapon (Premiere) to conquer the entire creator economy starting right from the iPhone in everyone's pocket. The News Last Tuesday (September 30th) Adobe ( $ADBE) officially launched Adobe Premiere on iPhone a new powerful and notably free version of its industry-standard video editing software. The app brings professional-grade features like a multi-track timeline AI-powered audio enhancement and generative AI asset"
X Link @HatedMoats 2025-10-06T08:58Z 6429 followers, 3686 engagements

"๐Ÿšจ Novo News - late but it's an important one The shopping spree continues. Novo Nordisk's new CEO isn't just defending the company's core metabolic business he's aggressively using its massive cash pile to build a second empire in rare diseases. The News Novo Nordisk ( $NVO) has signed a licensing deal worth up to $XXX billion with small-cap biotech Omeros ( $OMER) for its experimental drug zaltenibart. The drug is a promising late-stage candidate for treating Paroxysmal Nocturnal Hemoglobinuria (PNH) a rare and serious blood disorder with potential in other rare kidney diseases. The deal"
X Link @HatedMoats 2025-10-16T06:59Z 6493 followers, 8847 engagements

"7/ Risk Factors PayPal's primary risk is intensifying competition. Rivals like Stripe Adyen and Big Tech (and other niche and/or local(smaller potential disruptors) are pressuring margins and market share forming the core of the bear case that $PYPL's competitive moat is eroding. This is compounded by market saturation in developed economies and macroeconomic risks that could slow consumer spending. Internally we believe the company faces significant execution risk as its new CEO implements a turnaround strategy (which must work out rather flawlessly). While regulatory and security risks also"
X Link @HatedMoats 2025-10-02T13:08Z 6468 followers, XXX engagements

"The way I see it i's not a slowdown it's smart cost optimisation. $TSM will always use DUV for simpler layers. The key is "litho intensity". For advanced nodes like N2/A16 the number of layers that require EUV actually increases. Today's $ASML Q3 results prove it. 3.6B in EUV bookings means that demand for the irreplaceable tech is stronger than ever"
X Link @HatedMoats 2025-10-15T13:23Z 6455 followers, XX engagements

"Some of my holdings currently be like: $NVO wants to get above $XX No I don't think so pal. $ADBE will go above $XXX finally right Right $PYPL above $XX Let's make some nonsense selloff for no bloody reason as soon as possible. $DLO confidently above $XX I don't think so pal. $GOOGL remaining a 3T company Why would they They're only the best company in the world $UNH will stabilise above $XXX right Right . $ASML: "Anyway I started blasting.""
X Link @HatedMoats 2025-10-06T19:48Z 6490 followers, 16.5K engagements

"@DividendDynasty No I use Interactive Brokers for options"
X Link @HatedMoats 2025-10-16T16:19Z 6468 followers, XXX engagements

"@DeepIceValue Isn't it the $OXY deal"
X Link @HatedMoats 2025-10-12T18:23Z 6464 followers, XXX engagements

"@qcapital2020 Let's wait for the $HIMS crowd to explain to you how this is actually super bullish"
X Link @HatedMoats 2025-10-16T22:32Z 6490 followers, 4018 engagements

"What are your thoughts on the gambling stocks $GAMB and $EVO Is any of them worth a deep fundamental analysis in your opinion"
X Link @HatedMoats 2025-10-07T21:07Z 6444 followers, 3444 engagements

"So are you ready for X to be flooded with how obvious it was to buy $PYPL Or $ADBE for that matter And yes $NVO as well. Hated Moats shall prevail"
X Link @HatedMoats 2025-10-08T15:43Z 6490 followers, 19.8K engagements

"CEO wanting his company become a meme stock that's a new one. So bullish right $HIMS"
X Link @HatedMoats 2025-10-16T10:12Z 6491 followers, 5467 engagements

"๐Ÿšจ Adobe News Here's the best example of what bears are missing. ๐Ÿ‘‡ Adobe's deepest moat isn't just its software but rather the army of expert partners that builds entire businesses around its ecosystem. A new announcement shows exactly how that fortress gets built one integration at a time. The News This week WEBJUMP a Platinum Partner of Adobe ( $ADBE) announced it is a key implementer for the new Adobe Commerce Optimizer. This solution allows businesses to rapidly modernise their e-commerce storefronts with AI-powered tools and faster performance all without the immense cost and disruption"
X Link @HatedMoats 2025-10-14T11:11Z 6491 followers, 4272 engagements

"The full analysis is here:"
X Link @HatedMoats 2025-10-15T17:20Z 6457 followers, XXX engagements

"5/8 Bookings Confirm Leadership in Advanced Tech Net bookings remain strong and stable for $ASML at XXX billion. The key story is the demand for cutting-edge technology: EUV systems accounted for XXX billion (67%) of all bookings. This shows continued robust investment in AI and high-performance computing from global customers"
X Link @HatedMoats 2025-10-15T06:56Z 6444 followers, XXX engagements

"@closenberger @bitcoin_bhai @PhilipJFry3024 @TheLongInvest @DonDurrett @mikealfred Thank you Jeff getting blocked by that ๐Ÿคก is a badge of honour he blocked me the moment I asked to show his losers as well. That's how you know someone's a scammer"
X Link @HatedMoats 2025-10-18T11:38Z 6491 followers, XX engagements

"๐Ÿšจ I sold XX% of my index fund portfolio. As I mentioned in our Markets This Week newsletter part of my current strategy is to reduce beta exposure. Yesterday I sold XX% of my long-term broad index fund portfolio (stored in all-world fund VWCE ETF). With this I'm currently about XX% in cash. I'll keep part of this cash as dry powder for immediate deployment in buying opportunities part will serve as a down payment for an apartment I'm buying right now and part will be used for cash secured puts. Did you trim any of your positions recently"
X Link @HatedMoats 2025-10-16T12:34Z 6491 followers, 5496 engagements

"@baselineX2024 That's understandable and actually a very solid reason to stay away :)"
X Link @HatedMoats 2025-10-12T16:01Z 6491 followers, XXX engagements

"@TacticzH Not as bad as them manufacturing there tarnishing reputation but indeed bad nonetheless. Sources:"
X Link @HatedMoats 2025-10-13T21:03Z 6468 followers, XXX engagements

"$ADBE at its XX week low for no real reason. $CRM being down despite the OpenAI deal for no real reason. $PYPL being back down in its Pain stock price for no real reason. All Hated Moats that will do well in my option"
X Link @HatedMoats 2025-10-15T20:18Z 6492 followers, 9840 engagements

"3/8 Strong Forward Guidance Signals Confidence $ASML projects a powerful end to the year. Q4 Outlook: Net sales expected between 9.2B and 9.8B. Full Year 2025: Total sales growth is now forecast at around XX% over 2024. This robust guidance points to accelerating momentum heading into 2026"
X Link @HatedMoats 2025-10-15T06:56Z 6435 followers, XXX engagements

"@SayNoToTrading @pepemoonboy So essentially you'll win either way Also can you really own enough of $ISRG The hospital I work at recently bought yet another Da Vinci babe they're spectacular"
X Link @HatedMoats 2025-10-11T21:49Z 6461 followers, 1495 engagements

"6/8 Innovation Drives the Future $ASML continues to widen its moat: Shipped its first Advanced Packaging system entering a new high-growth market. Partnered with Mistral AI to enhance system performance across its entire portfolio. These moves support the long-term annual sales target of 44B - 60B by 2030"
X Link @HatedMoats 2025-10-15T06:56Z 6470 followers, XXX engagements

"@JacobCordosa Actually likely"
X Link @HatedMoats 2025-10-16T11:10Z 6482 followers, XXX engagements

"4/8 Addressing 2026 & China $ASML is proactively managing expectations guiding for a significant decline in China sales in 2026 after a very strong 2024/2025. Crucially the company's diversified demand allows for a resilient outlook: ASML does not expect total 2026 sales to be below 2025 levels"
X Link @HatedMoats 2025-10-15T06:56Z 6435 followers, XXX engagements

"@Mindset4Money_X Great thread Andy What's the better opportunity right now in your opinion $ZETA or $CSU"
X Link @HatedMoats 2025-10-10T15:47Z 6472 followers, XXX engagements

"@Franquillo And $ADBE is actually working with BOTH OpenAI and Google. Seems like the marketing of that fact has been lacking. :)"
X Link @HatedMoats 2025-10-16T16:21Z 6448 followers, XX engagements

"๐Ÿšจ Novo Nordisk loses important court case in U.S. Here's what it means ๐Ÿ‘‡ The News Yesterday a federal appeals court unanimously rejected $NVO lawsuit challenging the U.S. Medicare drug price negotiation program. The court affirmed the government's power to negotiate prices for six of Novo's insulin products and stated that the law bars courts from reviewing which drugs are selected. This ruling is the latest in a string of identical court defeats for major drugmakers like AstraZeneca and Bristol Myers Squibb with the decision coming from a bipartisan panel of judges. My Take While the"
X Link @HatedMoats 2025-10-07T06:55Z 6440 followers, 25.7K engagements

"Crypto is speculation with zero intrinsic value. Always has been. If one mean tweet can trigger the biggest liquidation event in its history what will a real negative geopolitical or macroeconomic event do"
X Link @HatedMoats 2025-10-11T17:55Z 6429 followers, 5276 engagements

"$ADBE remains one of my biggest conviction play. Do you agree and if not why"
X Link @HatedMoats 2025-10-12T09:18Z 6494 followers, 46.2K engagements

"@LoCoInvestments @optima_t a) Adobe will offer the same but better than anyone else b) real creative work done by humans will always be appreciated and the AI slob will need to be corrected by Adobe products"
X Link @HatedMoats 2025-10-16T16:18Z 6455 followers, XX engagements

"Waiting for OpenAI to close a deal with Lockheed Martin $LMT so the soldiers can generate a heartfelt apology letter before launching the drone"
X Link @HatedMoats 2025-10-15T12:15Z 6473 followers, 1672 engagements

"@longoption Temporarily broken stock definitely not broken business. Anyone seeing even slightly deeper in the big pharma field would never claim Novo Nordisk is broken business"
X Link @HatedMoats 2025-10-07T11:11Z 6443 followers, XXX engagements

"Sub XXX I'm adding $ADBE and am willing to die on its hill"
X Link @HatedMoats 2025-10-16T18:46Z 6492 followers, 8089 engagements

"$ASML is reporting their earnings tomorrow. I'll try to write a breakdown of the earnings if time will allow. Meanwhile you can look into this thread finding out what this company actually does and why they have the greatest moat on earth. ๐Ÿ‘‡"
X Link @HatedMoats 2025-10-14T21:35Z 6492 followers, 3421 engagements

"Our commentary on $ASML Q3 earnings was just published. China sales exploded to XX% of revenue. Yet management says 2026 can beat 2025 with less China. How We break down the how & why the long-term AI moat is stronger than ever. Don't miss our full take. Link in bio"
X Link @HatedMoats 2025-10-15T16:37Z 6490 followers, 1952 engagements

"Okay so I have to get like 2M impressions in X month if I want to get that monetised gig. Despite some semi-viral stuff I barely have 3M since mid-August. So my question is - are all of you just here all the time to earn $XX and that's it or what is going on"
X Link @HatedMoats 2025-10-12T13:39Z 6426 followers, 3762 engagements

"@Leo_Traydes Well thats because most hedge funds arent trying to beat the market. Theyre trying to hedge risk. Where do you think the name came from :)"
X Link @HatedMoats 2025-10-14T22:10Z 6468 followers, 1312 engagements

"You can read the whole analysis here:"
X Link @HatedMoats 2025-10-15T17:14Z 6453 followers, XXX engagements

"Guys this week's (or more like last week's) deep dive is in progress but it's a slow one since I'm buying a flat and I'm busy with that. I hope to post the deep dive on Wednesday or Thursda so stay tuned Meanwhile read this gem about $NVO by the one and only @TacticzH"
X Link @HatedMoats 2025-10-13T19:53Z 6443 followers, 6528 engagements

"8/8 Overall Takeaway ASML delivered another quarter of solid execution. While navigating known geopolitical shifts the company's core business is doing well. Strong Q4 guidance dominant EUV bookings and continued innovation paint a clear picture of resilience and long-term growth. The technology leader is on a firm footing"
X Link @HatedMoats 2025-10-15T06:56Z 6493 followers, XXX engagements

"@meeijer $NVO $UNH if one believes it'll reclaim ATH and $TMDX looks interesting though I haven't valuated it"
X Link @HatedMoats 2025-10-08T20:25Z 6435 followers, 7231 engagements

"@eftegarie Long $NVO for me too"
X Link @HatedMoats 2025-10-15T13:26Z 6468 followers, XX engagements

"7/8 Commitment to Shareholder Returns The company continues to reward investors: An interim dividend of XXXX per share will be paid in November. XXX million in shares were repurchased in Q3. A new share buyback program by $ASML is planned for announcement in January 2026 signaling confidence in the long-term value"
X Link @HatedMoats 2025-10-15T06:56Z 6473 followers, XXX engagements

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/creator/twitter::1830317662892654592/posts