[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.] [@0xtechquity](/creator/twitter/0xtechquity) "π From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly Keysight Technologies $KEYS is at the heart of technological revolutions. Investors take note: massive growth strong moat software shift resilient business. ENGLISH π Read the full article here : FRENCH π Larticle complet ici :" [X Link](https://x.com/0xtechquity/status/1961023842450551084) [@0xtechquity](/creator/x/0xtechquity) 2025-08-28T11:11Z XXX followers, 1995 engagements "πΆ Zoetis $ZTS From here we can discuss" [X Link](https://x.com/0xtechquity/status/1974220787352522902) [@0xtechquity](/creator/x/0xtechquity) 2025-10-03T21:11Z XXX followers, XXX engagements "Alpha Growth Chronicles #AGC Episode XX A unique 8-stock portfolio one champion per country π Nu Holdings $NU Adyen $ADYEN Herms $RMS S&P Global $SPGI Maire Tecnimont $MAIRE Investor AB $INVE.B Clnica Baviera $CBAV Constellation Software $CSU Different geographies different industries yet all high-quality compounders. In the end this is quite an exceptional portfolio. ππ" [X Link](https://x.com/0xtechquity/status/1979923995462906306) [@0xtechquity](/creator/x/0xtechquity) 2025-10-19T14:54Z XXX followers, XXX engagements "This chart from Badger Meter. β¨ $BMI hikes its dividend +18% to $XXXX annual. Now XX consecutive years of dividend growth. Quiet compounding from a cash-generative water tech leader. Still a lot of potential. π· @moning_co_fr" [X Link](https://x.com/0xtechquity/status/1957462341538185530) [@0xtechquity](/creator/x/0xtechquity) 2025-08-18T15:19Z XXX followers, 7357 engagements "Alpha Growth Chronicles #AGC Episode XX Focus mode: Semiconductors only.β‘ A curated basket of X world-class enablers shaping the future of technology: π TSMC $TSMC β‘ NVIDIA $NVDA π‘ ASML $ASML β ASM International $ASM π Advantest $ATEYY π Lam Research Corporation $LAM When you own the picks & shovels of the tech gold rush less is more. β Dont try this portfolio at home. way too concentrated (but oh so beautiful). Inspiration: @JulienTechInvst" [X Link](https://x.com/0xtechquity/status/1962178818392682783) [@0xtechquity](/creator/x/0xtechquity) 2025-08-31T15:41Z XXX followers, 1383 engagements "My watchlist and price target π π» Intuit $INTU 600$ π Moody's $MCO 400$ β» Waste Management $WM 190$ β SalesForce $CRM BUY π MSCI $MSCI 500$ π³ Shift4 Payments $FOUR 72$ π― Chipotle Mexican Grill $CMG 36$ π³ VISA $V 300$ π Amazon $AMZN 200$ π§β Hims & Hers Health $HIMS 35$ π¦ Duolingo $DUOL 240$ π¨ Adobe $ADBE BUY π Tesla $TSLA SELL πͺ Costco Wholesale Corporation $COST 680$ π Herms International $RMS 1800 β ASML $ASML 650" [X Link](https://x.com/0xtechquity/status/1969050347759956196) [@0xtechquity](/creator/x/0xtechquity) 2025-09-19T14:46Z XXX followers, 1313 engagements "Keysight Technologies βThe master of testingβ" [X Link](https://x.com/0xtechquity/status/1970068239439872059) [@0xtechquity](/creator/x/0xtechquity) 2025-09-22T10:10Z XXX followers, XX engagements "4 STOCKS - X CHARTS β¨ ServiceNow π₯ $NOW Intuit πΈ $INTU Copart π $CPRT Kinsale Capital Group π‘ $KNSL Heres how the operating profit of these companies has evolved over the years. π A clear picture of which businesses are scaling efficiently and creating real value. How would you rank them" [X Link](https://x.com/0xtechquity/status/1971196235974582566) [@0xtechquity](/creator/x/0xtechquity) 2025-09-25T12:53Z XXX followers, 1599 engagements "π΄ ResMed $RMD Software operating profit up XXX% since 2018. a XXXX% CAGR π With sleep apnea demand set to rise this software segment could be a key long-term growth driver. π I focus on it because these are my favorite type of revenues: recurring" [X Link](https://x.com/0xtechquity/status/1971956746814919166) [@0xtechquity](/creator/x/0xtechquity) 2025-09-27T15:15Z XXX followers, XXX engagements "What a day to be an $ASML and $ADYEN shareholder π₯³" [X Link](https://x.com/0xtechquity/status/1973750135902671033) [@0xtechquity](/creator/x/0xtechquity) 2025-10-02T14:01Z XXX followers, XXX engagements "Im bullish on Sprouts Farmers Market $SFM π± Theyve built a strong position in the growing market for fresh natural and organic foods. With XXX stores (as of Dec 2024) across XX states theyre a supertrend in healthy eating. β Competition in the grocery sector is fierce. Success will depend on clearly defining their value proposition and executing a disciplined growth strategy. Long-term goal: Expand to 1400 stores nationwide" [X Link](https://x.com/0xtechquity/status/1974836978324496405) [@0xtechquity](/creator/x/0xtechquity) 2025-10-05T14:00Z XXX followers, 1133 engagements "π― $IBKR and $HOOD two faces of the same coin. Both want to open markets to everyone. One does it with infrastructure and precision the other with design and accessibility. They democratize investing but they dont play the same game. π" [X Link](https://x.com/0xtechquity/status/1976347679861936162) [@0xtechquity](/creator/x/0xtechquity) 2025-10-09T18:03Z XXX followers, 1326 engagements "π Spotify $SPOT growth story in one chart: Premium subscribers CAGR: XXXX% π΅ Monthly active users CAGR: XXXX% Sustained double-digit growth over a decade. A company that keeps scaling expanding its moat and turning users into loyal subscribers. How do you feel about this company π§" [X Link](https://x.com/0xtechquity/status/1979180849821041027) [@0xtechquity](/creator/x/0xtechquity) 2025-10-17T13:41Z XXX followers, XXX engagements "Ive already published X articles on Substack - all completely free Heres a quick recap ππ§΅" [X Link](https://x.com/0xtechquity/status/1970068237049082223) [@0xtechquity](/creator/x/0xtechquity) 2025-09-22T10:10Z XXX followers, 1442 engagements "Ferrari $RACE π Pure luxury emotional driving and exclusivity. Even when the market struggles Ferrari remains above the fray a brand that thrives on aspiration and passion. Porsche $P911 π Exceptional engineering and precision but exposed to a more challenging market. Volume-driven pressures can limit the aura and exclusivity. Two philosophies: Ferraris allure vs Porsches pragmatism. And is a clear win for Italy" [X Link](https://x.com/0xtechquity/status/1977787165716120037) [@0xtechquity](/creator/x/0xtechquity) 2025-10-13T17:23Z XXX followers, 1448 engagements "Two stars shining bright in 2025 β¨ NU Holdings $NU +5468% YTD Hims & Hers Health π $HIMS +12211% YTD π Do you own $NU or $HIMS in your portfolio" [X Link](https://x.com/0xtechquity/status/1968733760414728621) [@0xtechquity](/creator/x/0xtechquity) 2025-09-18T17:48Z XXX followers, 1182 engagements "π€ My top picks for a $100K AI & future tech portfolio: $NVDA Nvidia $20K $ASML ASML $15K $ADYEN Adyen $15K $PLTR Palantir $10K $INTU Intuit $10K $ISRG Intuitive Surgical $10K $SHOP Shopify $10K $CRWD CrowdStrike $5K $MELI MercadoLibre $5K Exposure to AI cloud fintech & e-commerce disruptors" [X Link](https://x.com/0xtechquity/status/1978826765473825077) [@0xtechquity](/creator/x/0xtechquity) 2025-10-16T14:14Z XXX followers, XXX engagements "π S&P Global $SPGI One of the most beautiful businesses in the world. With one of the strongest moats. And part of one of the best duopolies. A P/E below XX will start looking interesting" [X Link](https://x.com/0xtechquity/status/1971992260297609234) [@0xtechquity](/creator/x/0xtechquity) 2025-09-27T17:36Z XXX followers, 4116 engagements "People often say on Twitter: Invest for the long term ignore the noise. π But there are X major risks that could disrupt the future even for long-term investors: π Climate change π₯ Demographic shifts Long-term investing also means thinking about the world well live in tomorrow. Im planning to write an article diving deeper into these risks especially demographics which could be particularly dangerous for markets and the economy" [X Link](https://x.com/0xtechquity/status/1979554057854345385) [@0xtechquity](/creator/x/0xtechquity) 2025-10-18T14:24Z XXX followers, XXX engagements "Obesity Drug Market Set to Hit $105B by 2030 π€― A monumental shift driven by rising obesity rates social trends and expanding medical applications. This is one of the biggest investment themes of the decade. While Novo Nordisk $NVO and Eli Lilly $LLY lead the charge keep these compounders on your radar: Hims & Hers $HIMS Bringing accessibility to the masses by offering compounded (generic-like) GLP-1s via telehealth. A key player in the distribution wars. π ResMed $RMD Increased obesity screening (due to GLP-1s) drives more Sleep Apnea diagnoses. $RMD's devices are often a crucial initial" [X Link](https://x.com/0xtechquity/status/1980268515488841774) [@0xtechquity](/creator/x/0xtechquity) 2025-10-20T13:43Z 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.]
@0xtechquity
"π From 5G to Space: Keysight the Master of Testing Did you know that a little-known company ensures your smartphones autonomous cars and even Wi-Fi work flawlessly Keysight Technologies $KEYS is at the heart of technological revolutions. Investors take note: massive growth strong moat software shift resilient business. ENGLISH π Read the full article here : FRENCH π Larticle complet ici :"
X Link @0xtechquity 2025-08-28T11:11Z XXX followers, 1995 engagements
"πΆ Zoetis $ZTS From here we can discuss"
X Link @0xtechquity 2025-10-03T21:11Z XXX followers, XXX engagements
"Alpha Growth Chronicles #AGC Episode XX A unique 8-stock portfolio one champion per country π Nu Holdings $NU Adyen $ADYEN Herms $RMS S&P Global $SPGI Maire Tecnimont $MAIRE Investor AB $INVE.B Clnica Baviera $CBAV Constellation Software $CSU Different geographies different industries yet all high-quality compounders. In the end this is quite an exceptional portfolio. ππ"
X Link @0xtechquity 2025-10-19T14:54Z XXX followers, XXX engagements
"This chart from Badger Meter. β¨ $BMI hikes its dividend +18% to $XXXX annual. Now XX consecutive years of dividend growth. Quiet compounding from a cash-generative water tech leader. Still a lot of potential. π· @moning_co_fr"
X Link @0xtechquity 2025-08-18T15:19Z XXX followers, 7357 engagements
"Alpha Growth Chronicles #AGC Episode XX Focus mode: Semiconductors only.β‘ A curated basket of X world-class enablers shaping the future of technology: π TSMC $TSMC β‘ NVIDIA $NVDA π‘ ASML $ASML β ASM International $ASM π Advantest $ATEYY π Lam Research Corporation $LAM When you own the picks & shovels of the tech gold rush less is more. β Dont try this portfolio at home. way too concentrated (but oh so beautiful). Inspiration: @JulienTechInvst"
X Link @0xtechquity 2025-08-31T15:41Z XXX followers, 1383 engagements
"My watchlist and price target π π» Intuit $INTU 600$ π Moody's $MCO 400$ β» Waste Management $WM 190$ β SalesForce $CRM BUY π MSCI $MSCI 500$ π³ Shift4 Payments $FOUR 72$ π― Chipotle Mexican Grill $CMG 36$ π³ VISA $V 300$ π Amazon $AMZN 200$ π§β Hims & Hers Health $HIMS 35$ π¦ Duolingo $DUOL 240$ π¨ Adobe $ADBE BUY π Tesla $TSLA SELL πͺ Costco Wholesale Corporation $COST 680$ π Herms International $RMS 1800 β ASML $ASML 650"
X Link @0xtechquity 2025-09-19T14:46Z XXX followers, 1313 engagements
"Keysight Technologies βThe master of testingβ"
X Link @0xtechquity 2025-09-22T10:10Z XXX followers, XX engagements
"4 STOCKS - X CHARTS β¨ ServiceNow π₯ $NOW Intuit πΈ $INTU Copart π $CPRT Kinsale Capital Group π‘ $KNSL Heres how the operating profit of these companies has evolved over the years. π A clear picture of which businesses are scaling efficiently and creating real value. How would you rank them"
X Link @0xtechquity 2025-09-25T12:53Z XXX followers, 1599 engagements
"π΄ ResMed $RMD Software operating profit up XXX% since 2018. a XXXX% CAGR π With sleep apnea demand set to rise this software segment could be a key long-term growth driver. π I focus on it because these are my favorite type of revenues: recurring"
X Link @0xtechquity 2025-09-27T15:15Z XXX followers, XXX engagements
"What a day to be an $ASML and $ADYEN shareholder π₯³"
X Link @0xtechquity 2025-10-02T14:01Z XXX followers, XXX engagements
"Im bullish on Sprouts Farmers Market $SFM π± Theyve built a strong position in the growing market for fresh natural and organic foods. With XXX stores (as of Dec 2024) across XX states theyre a supertrend in healthy eating. β Competition in the grocery sector is fierce. Success will depend on clearly defining their value proposition and executing a disciplined growth strategy. Long-term goal: Expand to 1400 stores nationwide"
X Link @0xtechquity 2025-10-05T14:00Z XXX followers, 1133 engagements
"π― $IBKR and $HOOD two faces of the same coin. Both want to open markets to everyone. One does it with infrastructure and precision the other with design and accessibility. They democratize investing but they dont play the same game. π"
X Link @0xtechquity 2025-10-09T18:03Z XXX followers, 1326 engagements
"π Spotify $SPOT growth story in one chart: Premium subscribers CAGR: XXXX% π΅ Monthly active users CAGR: XXXX% Sustained double-digit growth over a decade. A company that keeps scaling expanding its moat and turning users into loyal subscribers. How do you feel about this company π§"
X Link @0xtechquity 2025-10-17T13:41Z XXX followers, XXX engagements
"Ive already published X articles on Substack - all completely free Heres a quick recap ππ§΅"
X Link @0xtechquity 2025-09-22T10:10Z XXX followers, 1442 engagements
"Ferrari $RACE π Pure luxury emotional driving and exclusivity. Even when the market struggles Ferrari remains above the fray a brand that thrives on aspiration and passion. Porsche $P911 π Exceptional engineering and precision but exposed to a more challenging market. Volume-driven pressures can limit the aura and exclusivity. Two philosophies: Ferraris allure vs Porsches pragmatism. And is a clear win for Italy"
X Link @0xtechquity 2025-10-13T17:23Z XXX followers, 1448 engagements
"Two stars shining bright in 2025 β¨ NU Holdings $NU +5468% YTD Hims & Hers Health π $HIMS +12211% YTD π Do you own $NU or $HIMS in your portfolio"
X Link @0xtechquity 2025-09-18T17:48Z XXX followers, 1182 engagements
"π€ My top picks for a $100K AI & future tech portfolio: $NVDA Nvidia $20K $ASML ASML $15K $ADYEN Adyen $15K $PLTR Palantir $10K $INTU Intuit $10K $ISRG Intuitive Surgical $10K $SHOP Shopify $10K $CRWD CrowdStrike $5K $MELI MercadoLibre $5K Exposure to AI cloud fintech & e-commerce disruptors"
X Link @0xtechquity 2025-10-16T14:14Z XXX followers, XXX engagements
"π S&P Global $SPGI One of the most beautiful businesses in the world. With one of the strongest moats. And part of one of the best duopolies. A P/E below XX will start looking interesting"
X Link @0xtechquity 2025-09-27T17:36Z XXX followers, 4116 engagements
"People often say on Twitter: Invest for the long term ignore the noise. π But there are X major risks that could disrupt the future even for long-term investors: π Climate change π₯ Demographic shifts Long-term investing also means thinking about the world well live in tomorrow. Im planning to write an article diving deeper into these risks especially demographics which could be particularly dangerous for markets and the economy"
X Link @0xtechquity 2025-10-18T14:24Z XXX followers, XXX engagements
"Obesity Drug Market Set to Hit $105B by 2030 π€― A monumental shift driven by rising obesity rates social trends and expanding medical applications. This is one of the biggest investment themes of the decade. While Novo Nordisk $NVO and Eli Lilly $LLY lead the charge keep these compounders on your radar: Hims & Hers $HIMS Bringing accessibility to the masses by offering compounded (generic-like) GLP-1s via telehealth. A key player in the distribution wars. π ResMed $RMD Increased obesity screening (due to GLP-1s) drives more Sleep Apnea diagnoses. $RMD's devices are often a crucial initial"
X Link @0xtechquity 2025-10-20T13:43Z XXX followers, XXX engagements
/creator/twitter::1923743709767847936/posts