[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.] [@SwissTPortfolio](/creator/twitter/SwissTPortfolio) "At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. π«Άπ€£ Stock up +1% on rebalancing flows. Earnings next week. π Read us. Join us. Sleep well. πβ¨"  [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1945747592882659441) 2025-07-17 07:29:11 UTC XXX followers, XXX engagements "Dont miss the chance to explore how our past ideas have performed (as of July XX before market open): π $HIMS +100% since deep dive (13.1) $IESC +40% (9.2) $PSIX +164% (5.3) $SPGI +8% (14.3) $DUOL -X% (1.5) $WST +7% (22.5) SGX: $BBW +0% (9.6) SWX: $SQN +12% (26.6) $TFG.AS +6% (10.7) Dont miss either the Special Early Members Discount for Life you will find in my bio (portfolio update post). Read us. Join us. Sleep well. πβ¨"  [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1946104371185385768) 2025-07-18 07:06:53 UTC XXX followers, XXX engagements "π§Ύ Recent earnings from $NXPI (NXP) $IFX.DE (Infineon) and $STM (STMicroelectronics) confirm it: Order books are thinning. Backlogs are shrinking. Margins are getting tighter"  [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1905329607126942118) 2025-03-27 18:42:32 UTC XXX followers, XX engagements "Bill Ackman once said Googles $GOOGL so dominant it has to act like its being disrupted. If theyre acting this performance deserves an Oscar. π Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. πβ¨"  [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1947530832366997831) 2025-07-22 05:35:08 UTC XXX followers, 30.3K engagements "What do you think $GOOGL will report next week Bill Ackman once said Google is so monopolistic it has to act like its being disrupted. Think about that. π Now imagine he closes the position. π Think about that too. π Will you expect AI fireworks Margin strength Or just another quarter of quiet domination Or will the stock sell off because YouTube blinked or Cloud missed by X% Imho feels like a $NFLX moment no one wants to touch $GOOGL worse than a spin-off stock showing up uninvited in your broker account. Our Earnings Preview drops Monday featuring our full 5-year return model (yes Excel"  [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1946816906410811881) 2025-07-20 06:18:15 UTC XXX 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.]
@SwissTPortfolio
"At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. π«Άπ€£ Stock up +1% on rebalancing flows. Earnings next week. π Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-17 07:29:11 UTC XXX followers, XXX engagements
"Dont miss the chance to explore how our past ideas have performed (as of July XX before market open): π $HIMS +100% since deep dive (13.1) $IESC +40% (9.2) $PSIX +164% (5.3) $SPGI +8% (14.3) $DUOL -X% (1.5) $WST +7% (22.5) SGX: $BBW +0% (9.6) SWX: $SQN +12% (26.6) $TFG.AS +6% (10.7) Dont miss either the Special Early Members Discount for Life you will find in my bio (portfolio update post). Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-18 07:06:53 UTC XXX followers, XXX engagements
"π§Ύ Recent earnings from $NXPI (NXP) $IFX.DE (Infineon) and $STM (STMicroelectronics) confirm it: Order books are thinning. Backlogs are shrinking. Margins are getting tighter" @SwissTPortfolio on X 2025-03-27 18:42:32 UTC XXX followers, XX engagements
"Bill Ackman once said Googles $GOOGL so dominant it has to act like its being disrupted. If theyre acting this performance deserves an Oscar. π Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. πβ¨" @SwissTPortfolio on X 2025-07-22 05:35:08 UTC XXX followers, 30.3K engagements
"What do you think $GOOGL will report next week Bill Ackman once said Google is so monopolistic it has to act like its being disrupted. Think about that. π Now imagine he closes the position. π Think about that too. π Will you expect AI fireworks Margin strength Or just another quarter of quiet domination Or will the stock sell off because YouTube blinked or Cloud missed by X% Imho feels like a $NFLX moment no one wants to touch $GOOGL worse than a spin-off stock showing up uninvited in your broker account. Our Earnings Preview drops Monday featuring our full 5-year return model (yes Excel" @SwissTPortfolio on X 2025-07-20 06:18:15 UTC XXX followers, XXX engagements
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