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[@rebound_capital](/creator/twitter/rebound_capital)
"Of all my investments I want $UNH to work out the most just to flex this graph"  
[X Link](https://x.com/rebound_capital/status/1980949117678559369) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T10:47Z 1082 followers, 2634 engagements


"Read my 2-part deep dive on Google to understand Googles moat:"  
[X Link](https://x.com/rebound_capital/status/1977481511428657346) [@rebound_capital](/creator/x/rebound_capital) 2025-10-12T21:08Z 1082 followers, XXX engagements


"Constellation is down XX% from its ATH due to Mark retiring and AI concerns both of which are overblown. There is little to no chance $CSU's customers will start "vibe-coding" their own software. While Mark leaving is a hit he has built a very decentralized org"  
[X Link](https://x.com/rebound_capital/status/1979763314948505651) [@rebound_capital](/creator/x/rebound_capital) 2025-10-19T04:15Z 1082 followers, 3529 engagements


"Do not ignore Constellation due to its high P/E. At first glance Constellation Software trades at a P/E of XX and it makes no sense to invest in a company with such a high valuation (especially if you are a value investor). However if you dig a bit deeper and understand their business model the numbers begin to make sense. Constellation grows by acquiring companies. Part of the price of the acquired company is for intangible assets such as customer lists software code and the brand. Constellation has to amortize this cost over an estimated life span (5-15 years). This amortization cost was"  
[X Link](https://x.com/rebound_capital/status/1980981811036717222) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T12:57Z 1082 followers, XXX engagements


"The entire AI market except one company falls if OpenAI isnt stable. Heres how: Morgan Stanley reported that OpenAI makes up $330B out of $880B of contracts from Microsoft Oracle and CoreWeave. Basically a lot of the AI market relies on OpenAIs stability. When you bring AMD and Nvidia into the picture consider at least $50B more. Youll notice Google is absent from this massive equation. Thats because Google creates its own models hardware and distribution. Thats independence on an entirely different scale in an industry where $100B customer contracts are the norm. That is why Google will keep"  
[X Link](https://x.com/rebound_capital/status/1977481508933054681) [@rebound_capital](/creator/x/rebound_capital) 2025-10-12T21:08Z 1082 followers, 1669 engagements


"$ASML ASML has a monopoly on the most critical tech in chip manufacturing. The XX% share makes perfect sense when you realize there's no competition. $ASML is inherently the best positioned company in semiconductors. Whats more is that ASML is also perfectly positioned for the boom in memory demand. In a nutshell memory manufacturers are already quoting XX% higher prices for DRAM and NAND flashes - due to the lack of supply. This shortage is expected to last 4-6 quarters. To catch up you need more wafers than ever and for more wafers you need TSMC - who ultimately rely on ASML. All roads lead"  
[X Link](https://x.com/rebound_capital/status/1981088028606316654) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T19:59Z 1082 followers, XXX engagements


"$CSU vs the Entire Market - Fascinating. The stock has delivered gains of XX% CAGR between Oct15 Sep25. And there's still a XX% upside on the table. We're still early. Read my complete deep dive:"  
[X Link](https://x.com/rebound_capital/status/1978099841650635122) [@rebound_capital](/creator/x/rebound_capital) 2025-10-14T14:05Z 1082 followers, 1565 engagements


"10 HIGH QUALITY STOCKS WITH WORST YTD PERFORMANCE From my watchlist: $ACN $ADBE $TTD Which stocks are you watching"  
[X Link](https://x.com/rebound_capital/status/1978581748200915374) [@rebound_capital](/creator/x/rebound_capital) 2025-10-15T22:00Z 1082 followers, 1580 engagements


"$GOOG $GOOGL You're probably seeing this image go around a lot - for good reason. Here's some more context around it: In my opinion Google will win undoubtedly win the AI race. They're the only company out there that dominates all X elements in the AI market - Hardware Models and Distribution. It's simple really. If you're missing either one of those you're gonna be left behind. Take OpenAI for example they've gone a spending spree this past month trying to do the same - 1) Deal with Nvidia/AMD for the chips 2) Deal with oracle/Salesforce for the distribution and data centre Billions of"  
[X Link](https://x.com/rebound_capital/status/1979310453273546917) [@rebound_capital](/creator/x/rebound_capital) 2025-10-17T22:16Z 1082 followers, 10.8K engagements


"$GOOG $GOOGL So Google just crashed the X biggest players (apart from itself) in the quantum computing space. I'm more surprised about the fact that people were betting against Google on something so major 🤷♀"  
[X Link](https://x.com/rebound_capital/status/1981084993813467384) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T19:47Z 1082 followers, 2661 engagements


"I haven't read up on the details but I can foresee a deal between them as the settlement of the suit. Can't imagine any AI company wanting to get on the bad side of $RDDT Reddit at this point in time"  
[X Link](https://x.com/rebound_capital/status/1981088919673590194) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T20:02Z 1082 followers, XXX engagements


"$GOOG $GOOGL Google has yet again shown why theyre the best positioned to win the AI arms race. Recently Google announced that they process XXX quadrillion tokens/month. OpenAI does XXX trillion tokens/month. This is accounting for the fact that Gemini is spread across Googles ecosystem - from Gmail to training their flagship LLM Gemini. And Google is able to do it without $100B deals with other companies. Completely in-house. Thats not all. Up until now Google didnt license the TPUs to anyone. But they are now going to sell additional GCP compute instances with TPUs to Anthropic (Claude)"  
[X Link](https://x.com/rebound_capital/status/1981089430967624095) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T20:05Z 1082 followers, 2069 engagements


"$NFLX Netflix plunged XX% this week. This reminds me of the market overreaction after ASMLs earnings. $ASML stock dropped -XX% and is +45% since. Netflix is down XX% from its ATH right now. All of this because they got hit with a one-time tax from Brazil for $619Mn. Heres a back of the envelope evaluation on Netflix: EPS: $XXXX Tax = $XXX Mn Shares = XXX Mn Effect of tax/ share = 619000000/ 435000000 = $XXXX EPS without tax = $XXXX + $XXXX = $XXXX Without the tax break Netflix wouldve had a XXX% beat on the EPS. This is a classic example of a quality stock being in a temporary drawdown"  
[X Link](https://x.com/rebound_capital/status/1981457344384184439) [@rebound_capital](/creator/x/rebound_capital) 2025-10-23T20:26Z 1082 followers, 1082 engagements


"$FICO is a pure monopoly in providing credit scores in the U.S. This meant that the company has returned more than X times that of the S&P XXX in the last XX years. Moreover their moat is so powerful that since 2022 theyve raised prices by nearly 1000%. Despite that the stock is down XX% from its peak. Does this make it a good buy"  
[X Link](https://x.com/rebound_capital/status/1970869557276692505) [@rebound_capital](/creator/x/rebound_capital) 2025-09-24T15:14Z 1068 followers, 1227 engagements


"Rebound update: $FICO The company with XX% operating margins on its core business is about to have even higher margins with even quicker growth. FICO just doubled its fee to $XX from $XXXX. This is a huge change for FICO and the stock is up XX% since yesterday This is because FICO can now directly license its score to lenders as opposed to bureaus that would then give it to lenders (with a markup) $FICO will now sell two models: 1) Lenders can directly access the FICO score for $XX 2) The second is a performance-based model where the lenders will pay $XXXX upfront but give $XX for a"  
[X Link](https://x.com/rebound_capital/status/1974225488517476771) [@rebound_capital](/creator/x/rebound_capital) 2025-10-03T21:30Z 1071 followers, 2173 engagements


"It took some time but I'm finally here. $CSU Constellation Software Inc. Deep Dive: The Company Constellation Software is probably one of the most unique investment holding firms I have come across. Typically institutions that serve as investment vehicles tend to diversify their investments (Berkshire Hathaway is a notable example). In CSUs case they have exclusively focused on buying and managing Vertical Market Software (VMS) firms. Constellation Software has acquired over XXX companies since its founding in 1995. They focus on small software firms generating $20M in revenue. In a way they"  
[X Link](https://x.com/rebound_capital/status/1975656805809463400) [@rebound_capital](/creator/x/rebound_capital) 2025-10-07T20:17Z 1079 followers, 1904 engagements


"Very curious to hear your thoughts. Here's my full deep dive:"  
[X Link](https://x.com/rebound_capital/status/1975656808800002245) [@rebound_capital](/creator/x/rebound_capital) 2025-10-07T20:17Z 1079 followers, XXX engagements


"This is the reason $FICO is down XX% I don't think a difference of $5/score is going to make a dent on FICO's XX% market share. You're going to have to make a bigger play than pricing to convince lenders to jump ship"  
[X Link](https://x.com/rebound_capital/status/1976012671221973352) [@rebound_capital](/creator/x/rebound_capital) 2025-10-08T19:51Z 1071 followers, 1382 engagements


"I think everyone misunderstands Trump. He's just trying to give everyone an opportunity to buy the dip. Imagine the folks that missed: $NVO $ASML $ADBE $NVDA Trump just didn't want anyone to feel left out"  
[X Link](https://x.com/rebound_capital/status/1976757507931750634) [@rebound_capital](/creator/x/rebound_capital) 2025-10-10T21:11Z 1069 followers, 12K engagements


"Here's the quiet part loud from $ASML's earnings. Memory is quickly becoming a big part of their sales. Why Because hardware Memory bandwidth is becoming the choke point slowing down the entire AI market. For reference 100k H100 GPUs can burn close to $6M/day sitting idle due to memory-bandwidth. $ASML can play a significant role in solving this. Heres how: During 20182022 transformer model size grew XXX every X years while memory per accelerator grew only about X every X years. This has pushed the entire industry into a memory wall. In simple terms the chips are processing much quicker than"  
[X Link](https://x.com/rebound_capital/status/1978578181499351444) [@rebound_capital](/creator/x/rebound_capital) 2025-10-15T21:46Z 1072 followers, 2846 engagements


"A lot of folks are missing this in the earnings. $ASML is solving one of the slowest and most capital intensive processes in making semiconductor chips - packaging. $TSMC $INTC The new XT:260 is 4x more productive than the previous generation. It doesn't mean TSMC will suddenly package chips 4x quicker (how I wish) but the process should be much quicker allowing for more orders/month"  
[X Link](https://x.com/rebound_capital/status/1978580846518157314) [@rebound_capital](/creator/x/rebound_capital) 2025-10-15T21:56Z 1068 followers, 1669 engagements


"@Mindset4Money_X From my watchlist: $ADBE $NVO $CSU.TO $UNH All of them should rebound pretty well"  
[X Link](https://x.com/rebound_capital/status/1978880531086614730) [@rebound_capital](/creator/x/rebound_capital) 2025-10-16T17:47Z 1065 followers, 2312 engagements


"Here's why I think ASML's earnings were very conservative (as always) 1/ China's threats China is still X decades behind ASML. ASML isn't allowed to sell EUV machines to China and still sells DUV machines which are based on an older technology. The reports of China being building competitors to ASML are all based on the machines that ASML created in 2007: the NXT:1950i. It could theoretically be used to create 7nm or even 5nm chips - but the caveat is that the yield would be extremely low. To achieve this through multi patterning ASML had developed the NXT:2000i which was generations ahead of"  
[X Link](https://x.com/rebound_capital/status/1978934827572433025) [@rebound_capital](/creator/x/rebound_capital) 2025-10-16T21:23Z 1072 followers, 1144 engagements


"Guys I think $ADBE Adobe will be fine. I don't think they're getting disrupted by AI 👍"  
[X Link](https://x.com/rebound_capital/status/1978937138239672629) [@rebound_capital](/creator/x/rebound_capital) 2025-10-16T21:32Z 1072 followers, 1068 engagements


"@Whatathingtodo1 Can you show me one example of a niche company who has fired their existing software provider and moved in-house due to AI"  
[X Link](https://x.com/rebound_capital/status/1980498656328577419) [@rebound_capital](/creator/x/rebound_capital) 2025-10-21T04:57Z 1079 followers, XX engagements


"Heres a +40% rebound setup - $CSU Constellation Software Inc. $CSU focuses on buying Vertical Market Software(VMS) firms that usually generate $20M in revenue. In the past XX years theyve acquired over XXX firms. Additionally over the course of those years $CSU has had X massive drawdowns each close to 25%. Thats where the stock is right now too - a XX% drawdown. There are two main reasons for the drawdown which I'm confident will subside. To expand on the rebound thesis Ive published a 2000+ word deep dive on the stock which should give you everything you need to build your own conviction."  
[X Link](https://x.com/rebound_capital/status/1981077567940767874) [@rebound_capital](/creator/x/rebound_capital) 2025-10-22T19:17Z 1082 followers, 1498 engagements


"If Anthropic picks $GOOG over AWS it'll be a very interesting development in the cloud market. Google Cloud having Anthropic would rope a few more AI companies in too"  
[X Link](https://x.com/rebound_capital/status/1981459129626743206) [@rebound_capital](/creator/x/rebound_capital) 2025-10-23T20:34Z 1082 followers, XXX engagements


"$GOOG $GOOGL Sundar Pichai says Google was already AI native before ChatGPT. "Every decision we made I decided to take a full-stack approach in AI." And that's true Google had Deepmind TPUs models and data centers much before the mainstream media was talking about AI"  
[X Link](https://x.com/rebound_capital/status/1981476955699761187) [@rebound_capital](/creator/x/rebound_capital) 2025-10-23T21:44Z 1081 followers, XX engagements