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[@SwissTPortfolio](/creator/twitter/SwissTPortfolio)
"At least one piece of good news for $GOOGL yesterday: the Russell index still likes them. 🫶🤣 Stock up +1% on rebalancing flows. Earnings next week. 👀 Read us. Join us. Sleep well. 📈✨"  
![@SwissTPortfolio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1875995543861866496.png) [@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): 👇 $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. 📈✨"  
![@SwissTPortfolio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1875995543861866496.png) [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1946104371185385768) 2025-07-18 07:06:53 UTC XXX followers, XXX engagements


"🧾 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1875995543861866496.png) [@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. 👀 Q2 preview is live and free. Updated 5-year model inside it might surprise you. Link in bio. Read us. Join us. Sleep well. 📈✨"  
![@SwissTPortfolio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1875995543861866496.png) [@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. 👀 Now imagine he closes the position. 😂 Think about that too. 👀 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1875995543861866496.png) [@SwissTPortfolio](/creator/x/SwissTPortfolio) on [X](/post/tweet/1946816906410811881) 2025-07-20 06:18:15 UTC XXX followers, XXX engagements