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[@evrgn11112231](/creator/twitter/evrgn11112231)
"And since you mentioned examples here's my favorite one. Also relevant because it's been my biggest ITD winner. You could buy $PRM at $X a share in October 2023 at a time when estimates were getting killed and sentiment was AWFUL as not only were they experiencing one of the worst fire seasons in XX years most people thought a new entrant had broken their sole source position. I was so convicted on the business and its cheapness at this time that I decided to leave my firm to start a fund and race to get out the door as soon as I could to buy it - which I did in size. The stock doubled before"  
[X Link](https://x.com/evrgn11112231/status/1951760520417067038) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-02T21:42Z 6320 followers, 39.7K engagements


"@DAntarktis @PythiaR interesting i heard about lasertec's issues on an expert call like X years ago but haven't been following it closely"  
[X Link](https://x.com/evrgn11112231/status/1951303485627998471) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-01T15:26Z 6321 followers, XXX engagements


"@PythiaR @zippytop71 No revisions momentum and they can't grow without M&A. Can't work without engine exposure (bc you know - SV's will never decline and we won't ever revert back to old SV cadence once retirements eventually normalize; also ignore eventual dual sourcing of XXX for CFM bois)"  
[X Link](https://x.com/evrgn11112231/status/1975699223686623654) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-07T23:06Z 6322 followers, XXX engagements


"@PythiaR lol who thinks they are going to do 60b in 2030"  
[X Link](https://x.com/evrgn11112231/status/1978477877210329232) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-15T15:07Z 6323 followers, 1204 engagements


"@rev_cap Crazy bullish on AI and memory (and associated mega capacity build out required) but not a SINGLE mention of semicap. We are still very early. @TBU12345678 @lokoyacap @PythiaR"  
[X Link](https://x.com/evrgn11112231/status/1979607723810631936) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T17:57Z 6352 followers, 3192 engagements


"@s_nav123 @RAMCOCAPITAL tbh i wouldn't hate $ASML investing in Anduril and giving Palmer Luckey a board seat lol (although he may try to withdraw from China completely hah)"  
[X Link](https://x.com/evrgn11112231/status/1979640484411928597) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:07Z 6352 followers, XXX engagements


"What's the TSM FCF conversion I own both but imo the capital intensity difference makes up the difference. probably similar risk/rewards at the moment imo with maybe a slight nod to ASML. ASML less tail risk so I'll likely always be larger in it vs tsm. and fwiw TSM consensus capex forecasts are likely far too low"  
[X Link](https://x.com/evrgn11112231/status/1979643825845858631) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:20Z 6352 followers, XXX engagements


"Engine OE will have a downcycle again one day which hurts decrementals. and when they do clean sheet the XXX you'll likely not only lose share but you'll have to probably spend a bunch of money developing the new engine and then have to go back down the learning curve again. I don't care about cyclicality I'm just pointing out that GE is far from perfect or without risks (like everything)"  
[X Link](https://x.com/evrgn11112231/status/1979653614130844124) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:59Z 6352 followers, XXX engagements


"@S_curvecap Europe is an incredibly momo driven market since there is so little structural growth. Stocks missing KPI's get left for dead in ways that would make US podbois blush"  
[X Link](https://x.com/evrgn11112231/status/1940166105181692372) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-01T21:50Z 6352 followers, 2062 engagements


"$BME.L This company reports earnings tonight US time (am in the UK). My second biggest position. Been an absolute dog over the last year as they've been missing LFLs on what I think are mostly cyclical issues. Stock has been left for dead and is trading at 7.5x earnings on street numbers (which are probably a little too high). Street bracing for a big margin reset - my estimates are lower than lowest sell-sider but still only trading at 8.5x PE And should grow both LFL and stores from here. I think stock easily has well over XXX% upside. Who knows how it will trade shorter term but this is"  
[X Link](https://x.com/evrgn11112231/status/1944904672227029079) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-14T23:39Z 6352 followers, 13.4K engagements


"$BME.l 6.5mm of 19mm of shares traded yesterday were Walleye and DE Shaw shorting the stock on a huge gap down. What are they playing for at this point stock is 6.8x consensus ntm PE with no liquidity issues and LFL's which have stabilized and a new CEO"  
[X Link](https://x.com/evrgn11112231/status/1945534887076794836) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-16T17:23Z 6352 followers, 12K engagements


"lol geeeez. They're still going. Walleye shorting this thing was 1/3 of the volume yesterday. $BME.L"  
[X Link](https://x.com/evrgn11112231/status/1947778948550758840) [@evrgn11112231](/creator/x/evrgn11112231) 2025-07-22T22:01Z 6352 followers, 6493 engagements


"@BubbleBeta $BME.L too - if you look at the 2022 period the stock bottomed well in advance of estimates as well - the stock was +50% off the bottom vs the first upward revision:"  
[X Link](https://x.com/evrgn11112231/status/1951786882414657754) [@evrgn11112231](/creator/x/evrgn11112231) 2025-08-02T23:27Z 6352 followers, 1706 engagements


"*top in every stock I own"  
[X Link](https://x.com/evrgn11112231/status/1974257455455506625) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-03T23:37Z 6352 followers, 10.1K engagements


"Early Happy "$ASML down XX% on uneventful earnings" day for those who celebrate"  
[X Link](https://x.com/evrgn11112231/status/1978194586209030237) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-14T20:21Z 6352 followers, 35.9K engagements


"More 2x shot triggers: - Any mention by mgmt of having capacity ready to ramp production to XX EUV units pa for a potential AI megacycle - Any suggestion that Mistral OpenAI - Joint press-release with OpenAI for anything"  
[X Link](https://x.com/evrgn11112231/status/1978206666580500775) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-14T21:09Z 6352 followers, 3404 engagements


"@JerryCap $MCO"  
[X Link](https://x.com/evrgn11112231/status/1978832955263881688) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-16T14:38Z 6352 followers, 1377 engagements


"And I guess does neutralizing factors successfully neutralize drawdowns so collectively my questions are: 1) what's the point 2) why is that a desirable goal 3) does factor identification and hedging help achieve that goal 4) what is the cost of that hedging (direct or opportunity cost) 5) what is the cost / impact on returns and/or sharpe when it doesn't work as intended"  
[X Link](https://x.com/evrgn11112231/status/1979579227709071473) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T16:04Z 6352 followers, XXX engagements


"@lokoyacap @rev_cap @TBU12345678 @PythiaR Why wouldn't you spend ever available dollar of FCF on capex if you truly believed we are on the precipice of a once in a lifetime memory supercycle"  
[X Link](https://x.com/evrgn11112231/status/1979614267449196878) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T18:23Z 6352 followers, 1348 engagements


"@lokoyacap @rev_cap @TBU12345678 @PythiaR Quickly looking at past cycles it wouldn't be shocking to see memory capex going up XX% pa for the next couple of years - just based on current bbg gross profit estimates which are probably too low (they seem to spend all of their gross profit on capex basically in boom years)"  
[X Link](https://x.com/evrgn11112231/status/1979624222134620295) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:02Z 6352 followers, XXX engagements


"At least it's no longer at a discount to $SAF.f"  
[X Link](https://x.com/evrgn11112231/status/1979633778651013136) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:40Z 6352 followers, 2336 engagements


"Litho doesn't have replacement cycles if that's what you are asking about. They still in operation forever. so every new sale is for capacity growth. The point on not making as much in AM is actually opportunity LT for ASML and a biggggg lever they have been slowly pulling and will continue to pull over time"  
[X Link](https://x.com/evrgn11112231/status/1979654146895851739) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T21:01Z 6352 followers, XXX engagements


"@pitandhummus Yes - probably higher OP mix for GE actually but ASML margins are similar vs OE. ASML will mix higher in services over time. GE is far easier to model for that reason. But I would argue ease of modeling drives complacency and it's not without risks"  
[X Link](https://x.com/evrgn11112231/status/1979654935005516066) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T21:04Z 6352 followers, XXX engagements


"@davey_juice @pitandhummus I'm saying ASML is super cheap homie"  
[X Link](https://x.com/evrgn11112231/status/1979655078471680214) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T21:05Z 6352 followers, XXX engagements


"While we're at it $TDG now trades at a XX turn discount to $GE"  
[X Link](https://x.com/evrgn11112231/status/1979716039924666602) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T01:07Z 6352 followers, 1128 engagements


"$MCO at a XX turn discount now to $GE"  
[X Link](https://x.com/evrgn11112231/status/1979736379866444084) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T02:28Z 6352 followers, 1409 engagements


"@RAMCOCAPITAL @DynamicMoats @PythiaR @ErnestWongBWM Are you buying $TDG or $VRX $MCO or $UNH These seem obvious in hindsight but ex-ante it's extremely difficult to determine and that's where the alpha is"  
[X Link](https://x.com/evrgn11112231/status/1923019386706636871) [@evrgn11112231](/creator/x/evrgn11112231) 2025-05-15T14:15Z 6339 followers, XXX engagements


"@firstadopter Have never heard CC talk like that. He's about to mega rip capex to unbelievable levels"  
[X Link](https://x.com/evrgn11112231/status/1978834285655154912) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-16T14:43Z 6342 followers, XXX engagements


"@taobanker Or you could just buy actual bonds Or something like $TDG with better cash div yield + perpetual high growth + higher quality"  
[X Link](https://x.com/evrgn11112231/status/1978992694761271718) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T01:13Z 6344 followers, XXX engagements


"@GlennLuk And yes EUV is far harder than immersion as well. Which is why Nikon has immersion and hasnt even tried to compete in EUV"  
[X Link](https://x.com/evrgn11112231/status/1979333122224460072) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T23:46Z 6343 followers, XXX engagements


"@taobanker They dont grow volume and arent particularly cheap"  
[X Link](https://x.com/evrgn11112231/status/1977080385260732667) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-11T18:34Z 6350 followers, 1250 engagements


"@GlennLuk lol oh nooo dont block me. You asked for education I deliver. FT accurately reporting on an immersion r&d tool =/ being close to competitive production ready"  
[X Link](https://x.com/evrgn11112231/status/1979334790685036905) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-17T23:52Z 6352 followers, XXX engagements


"@geoffreykarren @FundamentEdge @JaredKubin Does controlling drawdowns increase alpha"  
[X Link](https://x.com/evrgn11112231/status/1979577972148645951) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T15:59Z 6352 followers, XXX engagements


"$ASML trades at an XX turn discount to $GE as semicap enters its engine AM up-cycle moment"  
[X Link](https://x.com/evrgn11112231/status/1979631845840175227) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T19:33Z 6352 followers, 23.2K engagements


"both long cycle in secular growing industries with cyclical kickers and monopolies with pricing power. similar growth rates in bbg. GE makes most money in the AM while ASML makes more money on the OE sale but the LT models are more similar than people realize. TCI (and lots of other HFs) owns one but not the other"  
[X Link](https://x.com/evrgn11112231/status/1979642814012043308) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:16Z 6352 followers, XXX engagements


"GE is far more cyclical actually than ASML - doesn't seem that way due to recency bias but ASML hasn't had negative revenue growth since NAND went 3D in 2012. Engine shop visits will have a down cycle one day (likely when SVs go back to X from X one day). Boeing will also eventually build a clean sheet XXX which will be dual sourced and CFM will lose it's monopoly position"  
[X Link](https://x.com/evrgn11112231/status/1979650597134750159) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:47Z 6352 followers, XXX engagements


"@pitandhummus I don't know if GE is mispriced or not. ASML I believe is. Just a random comparison I decided to make bc I was curious"  
[X Link](https://x.com/evrgn11112231/status/1979651026551771583) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T20:49Z 6352 followers, XXX engagements


"Best thing I've ever read in one place on the history of $ASML scanners the development of their natural monopoly and the learning curve + scale driven moats (that are arguably more important than their technological ones)"  
[X Link](https://x.com/evrgn11112231/status/1979662306650005640) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-18T21:34Z 6352 followers, 24.6K engagements


"@RAMCOCAPITAL @PythiaR @JerryCap that's when we bought"  
[X Link](https://x.com/evrgn11112231/status/1979718998154727592) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T01:19Z 6352 followers, XXX engagements


"My numbers haven't changed as I am very careful about that but the bias is to the upside on my estimates and my view of the downside value is now higher. Obviously the stock is not as good today as 2-3 months ago but the path is more clear and you don't face same estimate risks as then. So easier for most now"  
[X Link](https://x.com/evrgn11112231/status/1979723529282101558) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T01:37Z 6352 followers, XXX engagements


"lol this is fun what other high quality businesses used to have a $GE multiple but now trade at an inexplicable double digit discount"  
[X Link](https://x.com/evrgn11112231/status/1979736990288621732) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T02:30Z 6352 followers, 1360 engagements


"@regissweeney_jr I've long been uncomfortable with the level of historical pricing they've taken and the go forward pricing needed to underwrite to make the math interesting. I'm stale though"  
[X Link](https://x.com/evrgn11112231/status/1979770232651882697) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T04:43Z 6352 followers, XX engagements


"@jake_ayes @tphuang The CCP litho disinfo machine is in overdrive at a pace I've never seen before. Probably best to just ignore them"  
[X Link](https://x.com/evrgn11112231/status/1979771865817374945) [@evrgn11112231](/creator/x/evrgn11112231) 2025-10-19T04:49Z 6352 followers, XXX engagements