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[@rebound_capital](/creator/twitter/rebound_capital)
"7/ $DOW - Dow Inc. (material science company) 1M: -XXXXX% All time: -XXXXX% Key Catalysts: Global chemical exports to Brazil India; tariff escalation disrupts supply contracts and increases costs"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1942681977317908588) 2025-07-08 20:27:31 UTC XXX followers, XXX engagements


"The U.S. Currently Holds XX% of Global Data Center Power. That's only gonna go up. Both XAi and Meta have announced their plans for expansion of their GPU superclusters including AMD and Nvidia. The future is looking electric for $AMD and $ASML"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948725672102216012) 2025-07-25 12:43:00 UTC XXX followers, XXX engagements


"4/ $BG - Bunge Ltd. (Agriculture Company) 1M: -XXXXX% All time: -XXXXX% Key Catalysts: Primarily sources raw materials from Philippines"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1942681928747892964) 2025-07-08 20:27:19 UTC XXX followers, XX engagements


"Here are the XX best charts from $GOOGL Google's Q2' XX outlook: X. Search is up 12%; despite concerns over AI"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948462271967179114) 2025-07-24 19:16:20 UTC XXX followers, XXX engagements


"Operating margin for cloud has now doubled to 21%"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948462283585454234) 2025-07-24 19:16:23 UTC XXX followers, XX engagements


"4/ $LCID - Lucid Group Inc. 1M: -XXXXX% All time: -XXXXX% Key Catalysts: (Samsung SDI cell contracts)"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1942731893809484242) 2025-07-08 23:45:52 UTC XXX followers, XXX engagements


"1/ Product and Brand Innovation Protein forward: The Protein Snack market is projected to grow to $7.5Bn within 2032. In May 2025 Pepsi acquired Poppi (prebiotic soda brand) and plans on launching more protein beverages later this year to meet growing consumer demand"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1946320096692969829) 2025-07-18 21:24:06 UTC XXX followers, XX engagements


"$ASML Q2 Earnings with a double beat ✅ Revenue: 7.69B (+ XX% YoY) ✅ Net Profit: 2.29B (+ XX% YoY) ✅ EPS: XXXX (+ XX% YoY)"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1945472770378485861) 2025-07-16 13:17:08 UTC XXX followers, 1277 engagements


"Another example of how two contradictory things can be true: Semiconductor exports at an ATH ASML down -XXXX% this week"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1947692658383851933) 2025-07-22 16:18:10 UTC XXX followers, 2521 engagements


"Stocks in rebound territory affected by Japan/South Korea tariffs: Tech Hardware: $DELL - Dell Technologies Inc. $HPQ - HP Inc. Chip designers and AI: $AMD - Advanced Micro Devices $INTC - Intel Corp. $MU - Micron Technology Inc. $QCOM - Qualcomm Inc. $MRVL - Marvell Technology Inc. Chip Equipment Makers: $AMAT - Applied Materials Inc. $TER - Teradyne Inc. Autos and EV Batteries: $TSLA - Tesla Inc. $F - Ford Inc. Aerospace and Defense Exporters: $BA - The Boeing Co. $LMT - Lockheed Martin Corp. Consumer Brands: $NKE - Nike Inc. $LULU - Lululemon athletica inc. Commodities and AG exporters:"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1943114198088573257) 2025-07-10 01:05:00 UTC XXX followers, 5288 engagements


"$MRK - Merck & Co. Ltd. Below XX Wk. : -XXXXX% P/E ratio: 12x"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1940485409768985081) 2025-07-02 18:59:08 UTC XXX followers, XX engagements


"Another example of how two contradictory things can be true: Semiconductor exports at an ATH $ASML ASML down -XXXX% this week"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1947696376269443116) 2025-07-22 16:32:57 UTC XXX followers, XXX engagements


"$PEP Pepsis earnings were all over the place. Revenue flat profits down EPS down. Despite this the stock is up 7%. All thanks to their 5-step turnaround plan that will 3x their organic growth. Heres their strategy step-by-step:"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1946320092922270109) 2025-07-18 21:24:05 UTC XXX followers, 1333 engagements


"Morgan Stanley analyzed more than 6500 companies and the results are fascinating: The probability of recovery of stock is inversely proportional to the magnitude of drawdown. Meaning the more a stock drops the lower the chance it will bounce back. For example of the 1842 stocks that dropped more than XX% only X in X made it back. However of the XXX stocks that dropped between 50-55% X in X made it back to their previous high Moreover the stocks that went down the most offered the most return when they bounced back: At Rebound Capital I analyze world-class stocks in a drawdown. I research a"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1947331106350756237) 2025-07-21 16:21:30 UTC XXX followers, 6096 engagements


"A list of stocks affected by the proposed BRICS tariffs: $BA - The Boeing Co. $LMT - Lockheed Martin Corp. $ADM - Archer-Daniels-Midland Co. $BG - Bunge Global SA $EL - Este Lauder Companies $CPRI - Capri Holdings Ltd. $DOW - Dow Inc. $DD - DuPont De Nemours Inc. $NKE - Nike Inc"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1942983027472355603) 2025-07-09 16:23:47 UTC XXX followers, 3465 engagements


"Exactly one year ago today the Crowdstrike update triggered widespread BlueScreenofDeath crashes. $CRWD dropped XX% in one day and declined by XX% over the next XX days. Yet the stock is now up XX% over the last year (four times the S&P 500)"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1946461555362791620) 2025-07-19 06:46:12 UTC XXX followers, 1600 engagements


"This is the third week running where $AMD has beaten $NVDA in terms of retail GPU sales(units) Any reason why people are picking up AMD GPUs over Nvidia"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1947635581707817009) 2025-07-22 12:31:22 UTC XXX followers, XXX engagements


"$GOOGL Google is now up XX% in my portfolio. Link for portfolio tracker:"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948462286328488408) 2025-07-24 19:16:24 UTC XXX followers, XXX engagements


"Interesting rebound prospect: Este Lauder Companies ( $EL) The company has been in a structural drawdown and has dropped close to XX% from its all-time highs in early 2022. Michael Burry sold all his other positions and went all in on this company. $EL is his only position"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1945268893712372058) 2025-07-15 23:47:00 UTC XXX followers, XXX engagements


"Search is $GOOGL Googles biggest earner. They made $50Bn just from search in Q1 '25. But recently theyve come under fire for losing the market share to Open AI and Perplexity. If you still buy that read this post. The only speculation for Googles earnings is their search business. The main argument against Google Search is the effect on revenue once AI is fully integrated and widely adopted. Will manual search still prevail when you could instead get a more immersive and direct search experience This is a layered discussion. 1/ If the danger is that Chat GPT and other LLMs are gonna"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948062428438380934) 2025-07-23 16:47:30 UTC XXX followers, 1017 engagements


"6/ $CPRI - Capri Holdings (Global Fashion luxury group) 1M: -XXXX% All time: -XXXXX% Key Catalysts: Similar to TapestryMichael Kors and Versace depend on international sales especially Asia"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1942681961572528131) 2025-07-08 20:27:27 UTC XXX followers, XXX engagements


"$GOOG had an incredible earnings call. Hitting double digit growth for a multi-trillion dollar company is not easy unless its Google. And yet the stock hasnt moved: There are X reasons for this: Googles $85B CapEx guidance Monetizing AI But these issues are severely overblown. Let me explain. Google increased the guidance for their CapEx investment mainly for their investments in AI and Cloud computing. Before I tell you why this is a good decision lets first understand why the market thinks its not: Ideally when a company puts forth a lot of capital upfront as an investment the investors"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948495405534097429) 2025-07-24 21:28:00 UTC XXX followers, XXX engagements


"The best stocks you know and love have underperformed drastically at some point. $AAPL Apple took XXX years to recover from its worst drawdown. $LLY took XXX years. This is why I started Rebound Capital. I research world-class stocks that are in a major drawdown and can potentially yield exceptional returns. Follow along if you haven't already"  
![@rebound_capital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1932002407178981376.png) [@rebound_capital](/creator/x/rebound_capital) on [X](/post/tweet/1948174541458375032) 2025-07-24 00:13:00 UTC XXX followers, XXX engagements