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[@BourbonCap](/creator/twitter/BourbonCap)
"Stanley Druckenmiller has been holding Coupang Inc. $CPNG for XX quarters and the stock is not even close to its all time high. He sold $NVDA and started a position in MercadoLibre $MELI and a few quarters later in $AMZN. He ran Duquesne Capital for XX years averaging XX% annual returns with zero down years. E-commerce companies are expected to generate the highest revenue in the coming years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945085156810772609) 2025-07-15 11:36:53 UTC 50.2K followers, 18.3K engagements


"DLocal $DLO is such a great opportunity right now. The company continues to expand close more deals explore new countries and accumulate more cash. The company's revenue and EPS are expected to grow by more than XX% in the coming years and the stock price could reach over $XX and still being undervalued. Here are a few reasons to stay bullish on DLocal:"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948736168612319299) 2025-07-25 13:24:43 UTC 50.1K followers, 19.5K engagements


"Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there He has beat the market since 2008 with less than XX stocks Fair Isaac Corporation $FICO S&P Global Inc. $SPGI Mastercard Incorporated $MA Visa Inc. $V Intuit Inc. $INTU ASML Holding N.V. $ASML (He bought at $780) Equifax Inc. $EFX (He bought at $250) MSCI Inc. $MSCI (He bought at $600) I would add $AMZN or $MELI to his portfolio and leave it there for the next XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942201337392881886) 2025-07-07 12:37:37 UTC 50.1K followers, 28.4K engagements


"Pre market $BMY Bristol-Myers +6.38%🟢 $CL Colgate-Palmolive +1.60%🟢 $AON Aon -0.32%🔴 $MMM 3M +6.40%🟢 $CHTR Charter Communications +10.68%🟢 $TROW T.Rowe Price -1.29%🔴 $AVTR Avantor +10.30%🟢 $CNC Centene +2.79%🟢 $NWG NatWest Group +6.01%🟢 $HHH Howard Hughes +4.84%🟢 $NWL Newell Brands +11.23%🟢 $STEL Stellar Bancorp 0%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1816824188490875040) 2024-07-26 13:13:36 UTC 50.1K followers, XXX engagements


"Health care feels like the banking crisis in 2023 depressed no bull case yet a lot of uncertainty nobody wanted the entire sector has crashed but insider are buying In 2023 people were acting as if they could live in a world without banks and now they are acting as if they could live in a world without health care"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947671588888797568) 2025-07-22 14:54:27 UTC 50.1K followers, 10.5K engagements


"@shivamkashan $CPRT is a mid cap and I agree with you. Outstanding company but only a few people talk about it"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942611204972896538) 2025-07-08 15:46:17 UTC 50.2K followers, XXX engagements


"- Ray Dalio increased his $BABA position in Q1 2025. - The White House has given Nvidia the green light to export Blackwell chips to China. - Alibaba owns one of the most advanced AI models (Qwen) Its up BABA but it looks bullish to me"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947655421776564282) 2025-07-22 13:50:12 UTC 50.2K followers, 16.7K engagements


"Companies reporting tomorrow Before Open: $DKS Dick's Sporting $DLTR Dollar Tree $HRL Hormel Foods $CNM Core & Main $CIEN Ciena $REVG Rev Group $PGRU PropertyGuru After Close: $CPRT Copart $HPE Hewlett Packard $CASY Casey's $DSGX Descartes $CRDO Credo Technology $AVAV AeroVironment $Al $CXM Sprinklr $VRNT Verint Systems which one will you be watching"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1831091633732956411) 2024-09-03 22:07:20 UTC 50.1K followers, 1845 engagements


"4 Undervalued Small Caps with Breakout Potential $GRAB - Grab Holdings Grab commands a dominant XX% market share in Southeast Asia with revenue growing XXXXX% year-over-year. Its monthly transacting users increased XX% YoY to XX million signaling strong platform engagement and long-term growth potential. New features like Saver Rides and Priority Deliveries have boosted user engagement and affordability fueling expansion in both mobility and delivery segments. Despite the stock trading below 2022 levels Grabs revenue has grown nearly XXX% since then suggesting strong upside if profitability"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1908512770347172130) 2025-04-05 13:31:17 UTC 50.1K followers, 30.2K engagements


"Today's porn gains: $MARA Marathon Digital Holdings +10.50% 🟢 $AMR Alpha Metallurgical Resources +16.35%🟢 $CLSK CleanSpark +11.66%🟢 $HCC Warrior Met Coal +16.38%🟢 $Arch Arch Resources +9.90%🟢 $IREN Iris Energy Limited +9.92%🟢 $WULF Terawulf inc +11.24%🟢 $HOLI Hollysys Automation +17.56%🟢 $UP Wheels UP +14.26%🟢 $PBI Pintey Bowes +12.80%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1807839214991561175) 2024-07-01 18:10:31 UTC 50.1K followers, XXX engagements


"4) Mercadolibre $MELI - The largest e-commerce platform in Latin America. - Consistent growth. - The company is quietly building one of the largest advertising companies in Latin America. - The company offers different subscriptions for buyers and sellers. - Many small-cap companies have been using MercadoPago's payment processing for their businesses and MercadoPago has been growing significantly. - MercadoPago is the only payment processing company that connects all the major countries in Latin America"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935886401786167) 2025-07-09 13:16:27 UTC 50.1K followers, 7371 engagements


"Undervalued stocks and price target: $HUM Humana $XXX $CNC Centene Corp $XX $MOH Molina Healthcare $XXX $OXY Occidental Petroleum $XX $CNI Canadian National Railway $XXX $LULU Lululemon Athletica $XXX $LVMH Louis Vuitton $XXX $V Visa $XXX $GOOG Google $190"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1839338522962264102) 2024-09-26 16:17:31 UTC 50.1K followers, 2554 engagements


"$HUM CEO added two months ago for the first time"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946275113441108358) 2025-07-18 18:25:21 UTC 50.1K followers, 4838 engagements


"The following companies are going to hit a $X trillion market cap: ASML Holding $ASML Advanced Micro Devices $AMD ServiceNow $NOW Mercadolibre $MELI Visa Inc $V Mastercard $MA Walmart Inc. $WMT Tencent Holdings $TCEHY The following companies are going to hit a $XXX billion market cap: Novo Nordisk A/S $NVO UnitedHealth Group $UNH Louis Vuitton $LVMH Exxon Mobil Corporation $XOM Oracle Corporation $ORCL Costco Wholesale $COST Alibaba $BABA Samsung Electronics Co The following companies are going to hit a $XXX billion market cap: Grab Holdings $GRAB MSCI Inc. $MSCI Cadence Design Systems $CDNS"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1929562390774874242) 2025-06-02 15:34:58 UTC 50.1K followers, 50.2K engagements


"Alphabet Inc. $GOOG - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr):11% - CAGR since 2014: XX% Google remains healthy. It will continue to grow and more AI features will eventually be added. Google Shopping is becoming a giant in e-commerce and Waymo its expanding"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327225986850988) 2025-06-18 13:22:21 UTC 50.1K followers, 1154 engagements


"X community must be having a good year. $HOOD +150% YTD $ASTS +120% YTD $TMDX +114% YTD $HIMS +106% YTD $NBIS +100% YTD $PLTR +80% YTD $ROOT +76% YTD $OSCR +59% YTD $MQ +50% YTD $UBER +53% YTD $MELI +53% YTD $RKLB +40% YTD $BABA +33% YTD $NU +32% YTD $LMND +20% YTD $GRAB +6.5% YTD I'm sure that $UNH will recover in the next few quarters. Good job everyone"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1940104551950074314) 2025-07-01 17:45:45 UTC 50.2K followers, 11.8K engagements


"Evolution AB $EVO CEO added over $X million few days ago EBITDA Margin 5y avg: XX% Average Revenue Growth 5y avg: 20%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935067696095207450) 2025-06-17 20:11:05 UTC 50.1K followers, 20.7K engagements


"Are you buying anything Some of the stocks on my list are starting to look attractive. $BBAI $XXXX $ROOT $XXX $OSCR $XXXXX $PAY $XXXXX $HIMS $XXXXX $ZETA $XX $VTEX $XXXX $LMND $XXXXX $NU $XXXXX $DLO $XXXXX $BABA $106"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943759980802314511) 2025-07-11 19:51:07 UTC 50.1K followers, 33K engagements


"Remittances account for X% or more of GDP in over XX countries worldwide and DLocal is actively expanding in many of those markets. DLocal works with remittance companies and the top XX countries receiving the highest remittances in the world are part of DLocal's coverage"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948736174769553777) 2025-07-25 13:24:44 UTC 50.2K followers, XXX engagements


"Everyone is chasing the next short squeeze but out there a company is growing at over XX% YoY It hasn't missed a single revenue target since its IPO has over XXX million subscribers with numbers that keep growing and maintains a solid subscription revenue. The company continues to explore new markets and products. The CEO is a warrior and the company has a XX% short interest Every two months the company's stock crashes by XX% for no reason. One day people will discover this gem"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948413613695246465) 2025-07-24 16:02:59 UTC 50.1K followers, 14.4K engagements


"Tomorrow Earnings: Before Open $CM Canandian Imperial Bank $DG Dollar General $BBY Best Buy Co $BURL Burlington Stores $CPB Campbell Soup Company $BIRK Birkenstock Holding $OLLI Ollie's Bargain Outlet $AEO American Eagle Outfitters $GMS GMS Inc After Close $LULU Lululemon Athletica $DELL Dell Technologies $MRVL Marvell Technology $ADSK Autodesk $ULTA Ulta Beauty $MDB MongoDB $ESTC Elastic $HCP HashiCorp"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1828948567328796948) 2024-08-29 00:11:33 UTC 50.1K followers, 2207 engagements


"Delphine Arnault is joining her father and they are both adding more to $LVMH"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1914061471849328995) 2025-04-20 20:59:51 UTC 50.1K followers, 41.4K engagements


"4 Great companies whose stocks declined +10% in 2024 but have strong recovery potential in the near future part X X. $AMD - Advanced Micro Devices P/E - XXXXX FCF - $0.5B Debt - $2.2B Reasons for stock decline: X. Concerns regarding the sustainability of growth in the personal computer processor market. X. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue. X. Nvidia continues to dominate the AI accelerator market with investors showing a strong preference for Nvidia over other chipmakers. Strengths: X. EPYC processors are increasingly adopted by major cloud"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1873001885352755473) 2024-12-28 13:43:42 UTC 50.1K followers, 227.3K engagements


"$MSCI EBITDA margins and cash per share have improved from the previous quarter and remain solid Magnificent business"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947711069843296455) 2025-07-22 17:31:20 UTC 50.2K followers, 6572 engagements


"$MSCI is a company he recently added and he will probably DCA in the coming months or years. The CEO is also buying and the company has strong margins. All chart are from @gainify_io"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942201340509241487) 2025-07-07 12:37:38 UTC 50.1K followers, 2434 engagements


"$LBRDK Liberty Broadband Corp. Net Profit Margin: XXXX% Liberty Broadband posts one of the highest profit margins on recordthough this level is below its nine-year average. Why its so profitable: 🔹 Liberty owns a major equity stake in Charter Communications (CHTR) and most of its income comes from this holding. 🔹 Equity method accounting means it records a portion of Charters earnings without operating costs. 🔹 Continued broadband expansion including fiber buildouts in Alaska supports long-term growth. This structure results in ultra-high profitability with minimal direct operating expense"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1930608845165916421) 2025-06-05 12:53:12 UTC 50.1K followers, 1679 engagements


"I can see many people getting sad if Google doesn't go up after earnings just like ASML. They are both great businesses and they will be fine in the long term but people tend to be obsessed with the short term. Waymo is expecting a bigger expansion and ASML is doing great. The forecast remains the same for 2030 AI is still one of the greatest creations out there and both companies play an important role for the next XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947058494747849189) 2025-07-20 22:18:14 UTC 50.2K followers, 7143 engagements


"Earnings after close: $IBM IBM $NOW ServiceNow $KLAC KLA Corporation $WM Waste Management $CMG Chipotle Mexican Grill $ORLY O'Reilly Automotive $F Ford Motor $URI United Rentals $WCN Waste Connections"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1816196016380522674) 2024-07-24 19:37:28 UTC 50.1K followers, 1273 engagements


"Today's Top Stock Gainers $BABA Alibaba +5.14%🟢 $JD JD +7.48%🟢 $TEAM Atlassian +4.93%🟢 $LI Li Auto +6.98%🟢 $COHR Coherent Corp +7.84%🟢 $FTAI FTAI Aviation +6.62%🟢 $CLOV Clover Health +8.08%🟢 $MRVI Maravai LifeSciences +22.15%🟢 $COIN Coinbase +3.68%🟢 $GOLD Barrick Gold +3.39%🟢 $ULTA Ulta Beauty +3.05%🟢 $PLTR Palantir +2.80%🟢 $NU Nu bank +2.39%🟢 $META META +2.01%🟢 $NFLX Netflix +1.89%🟢 $CSCO Cisco +2.05%🟢 $NEE NextEra +1.72%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1824532264274804964) 2024-08-16 19:42:44 UTC 50.1K followers, 2243 engagements


"The CEO is a key asset to the company. With over XX years of experience He was part of the team that built MercadoPago one of the largest fintech platforms in Latin America"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948736177806159960) 2025-07-25 13:24:45 UTC 50.2K followers, XXX engagements


"The following companies just reported: $CPRT Copart -1.06%🔴 $HPE Hewlett Packard -2.88%🔴 $CASY Casey's +0.18%🟢 $DSGX Descartes X% $CRDO Credo Technology -5.75%🔴 $AVAV AeroVironment -3.23%🔴 $Al -18.99%🔴 $CXM Sprinklr -5.02%🔴 $VRNT Verint Systems -14.63%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1831428992659783729) 2024-09-04 20:27:52 UTC 50.1K followers, 2936 engagements


"$CME CME Group Inc. Net Profit Margin: XXXX% CME owns and operates the worlds most important derivatives exchanges creating a powerful economic moat. Why its so profitable: 🔹 Monopoly-like position in futures and options trading across key asset classes (interest rates energy agriculture). 🔹 Transaction-based revenue with high trading fees and clearing margins. 🔹 Licensing proprietary market data adds high-margin recurring revenue. 🔹 Digital platform reduces variable costs and boosts operating leverage. CME exemplifies how market infrastructure can scale profitably with minimal capital"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1930608848378683416) 2025-06-05 12:53:13 UTC 50.1K followers, 1684 engagements


"$ASML bought over X billion worth of shares in Q2 2025 Outstanding management Q1 2025: XXX Billion Q2 2025: 1.056"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1941292149078884409) 2025-07-05 00:24:50 UTC 50.1K followers, 78.5K engagements


"10 stocks to buy and hold for the next XX years: 1) Copart Inc $CPRT - The largest car auction company in the world. - Strong presence in the Middle East and North America. - Access to any car model or parts. - The company 4x more cash than liabilities"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935875383607572) 2025-07-09 13:16:25 UTC 50.1K followers, 88.2K engagements


"$UNH latest SEC filings: 'proactively reached out to the Department of Justice' 'The Company has full confidence in its practices and is committed to working cooperatively with the Department throughout this process.' Say it loud for the people in the back"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948485562303729747) 2025-07-24 20:48:53 UTC 50.1K followers, 16.6K engagements


"Cadeler A/S $CDLR - Cadeler A/S is a Copenhagen-based company leading the charge in offshore wind installation owning the worlds largest fleet of jack-up vessels for setting up wind turbines at sea. - They are expecting massive growth. - They have European Union support and they are funding future projects. - Wind farms will continue to grow in the coming years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1894760926869389699) 2025-02-26 14:46:22 UTC 50.1K followers, 15.2K engagements


"5) Visa inc $V - Visa is the leader in interchange fees and it is able to explore and expand in all markets as consumers demand. Visa and MA still own the market"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935889480405415) 2025-07-09 13:16:28 UTC 50.1K followers, 7398 engagements


"Tomorrow earnings $BMY Bristol-Myers $CL Colgate-Palmolive $AON Aon $MMM 3M $CHTR Charter Communications $TROW T.Rowe Price $AVTR Avantor $CNC Centene $NWG NatWest Group $HHH Howard Hughes $NWL Newell Brands $STEL Stellar Bancorp"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1816585298890940783) 2024-07-25 21:24:20 UTC 50.1K followers, XXX engagements


"Earnings after hours: $NU Nu bank +6.84%🟢 $ALC Alcon -1.38%🔴 $FNV Franco Nevada -0.78%🔴 $EC Ecopetrol +0.38%🟢 $COHR Coherent -0.67%🔴 $XP XP inc +4.23%🟢 $RNA Avidity Biosciences -3.73%🔴 $DJT Trump Media -0.13%🔴 $QFIN Qifu Technology +0.09%🟢 $INTA Intapp +3.97%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1823461248564125919) 2024-08-13 20:46:54 UTC 50.1K followers, 2920 engagements


"10 stocks to buy and hold for the next XX years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research EVs AI data storage energy etc.; we need $ASML for the next XX years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1866886116567052332) 2024-12-11 16:41:49 UTC 50.1K followers, 1.1M engagements


"$CPRT absolutely gorgeous just a little lower. Such a high quality company with strong margins can't be ignored. Cash and revenue all time high"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944819098820468825) 2025-07-14 17:59:40 UTC 50.1K followers, 8840 engagements


"A2Z have launched autonomous shuttle trials with $GRAB Brick by brick"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946718451482960052) 2025-07-19 23:47:01 UTC 50.2K followers, 10.9K engagements


"Heres a list of companies with more cash than liabilities you might want to take a look at: Copart $CPRT is a compounding machine with a wide moat. Flipping cars is insanely profitable. It holds 4x more cash than liabilities"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1930246174407020951) 2025-06-04 12:52:04 UTC 50.1K followers, 16.8K engagements


"$NVDA is expected to generate more than $XXX billion in cash flow this year and it is expected to surpass Apple's cash flow next year. Wild"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948393837459644825) 2025-07-24 14:44:24 UTC 50.1K followers, 6317 engagements


"Target Companies: The Portfolio Stars His current top holdings (Q4 2024) Fair Isaac Corp $FICO: The credit score kingmonopoly vibes pricing power low costs. S&P Global $SPGI: Financial data giant near-duopoly with Moodys. A 25-bagger since 2008. Mastercard $MA: Payments juggernautcapital-light global scale sticky ecosystem. Moodys $MCO: Ratings duopoly with S&P. Bought in 2008-09 crash held for over a decade. Visa $V: Another payments titanpredictable scalable dominant. Intuit $INTU: Accounting software leader (QuickBooks). Scalable recurring revenue. $ASML: Lithography monopoly for"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1900965884706935054) 2025-03-15 17:42:39 UTC 50.1K followers, 10.5K engagements


"Copart Inc. $CPRT is an undervalued large cap that everyone should know about. Copart dominates the online vehicle auction The stock has grown at XX% per year delivering over 1015% returns in XX years. (See thread) 🧵"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934968371583312292) 2025-06-17 13:36:24 UTC 50.1K followers, 36.5K engagements


"The health care sector is currently competing with technology as one of the top performing sectors with the highest return potential over the next 1224 months. Historically this sector has delivered annualized returns of XXX% but today the sector appears deeply undervalued with many companies offering potential upside of XX% or more. If you're not interested in names like $OSCR $UNH or $NVO that's perfectly fine there are still plenty of other companies in this sector offering strong return potential that you may want to consider acting before this opportunity passes"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948010305352515601) 2025-07-23 13:20:23 UTC 50.1K followers, 10.4K engagements


"$GOOG getting closer to $XXX sounds great but the company is expected to generate more than $XXX billion in cash flow by 2027 It will get better from here and the target is higher than $200"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947457217155985915) 2025-07-22 00:42:37 UTC 50.1K followers, 22.3K engagements


"My top XX Cannibal stocks: 10y share reduction AutoZone $AZO -XXXX% O'Reilly Automotive $ORLY -XXXXX% Lowe's $LOW -XXXXX% Apple Inc $AAPL -XXXX% MSCI $MSCI -XX% Northrop Grumman $NOC -XX% JPMorgan Chase & Co $JPM -XXXX% NVR Inc. $NVR -XX% Canadian National Railway $CNI -XXXX% Visa $V -XX% Bonus: Novo Nordisk $NVO -XXXX% ASML Holding $ASML -XX% AutoZone:"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947266231070826827) 2025-07-21 12:03:42 UTC 50.1K followers, 32.2K engagements


"$ELV CEO added XXX million worth of shares $HUM CEO added few months ago $UNH CEO added few months ago"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946275110727385562) 2025-07-18 18:25:21 UTC 50.1K followers, 43.4K engagements


"Here are my top X most gorgeous operating income charts. 1) $TMDX: XX consecutive quarters and the stock price crashed due to hedge fund manipulation there's nothing wrong with the company. 2) $ROOT: Root has improved its operating income for XX consecutive quarters. 3) $HIMS: Hims' operating income has improved for XX consecutive quarters and it keeps going. 4) $VTEX: VTEX operating income has improved for XX consecutive quarters 5) $OSCR: Oscar operating income has improved for X consecutive quarters Bonus $GRAB's operating income has improved for XX consecutive quarters and it's just a few"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943656679553294396) 2025-07-11 13:00:38 UTC 50.1K followers, 20.9K engagements


"Argentina recently reported one of its lowest inflation since early 2021. The central bank has been aggressively lowering rates and consumer sentiment has surged. Amazon and Mercadolibre are having such a good year over there"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948736180574359689) 2025-07-25 13:24:45 UTC 50.1K followers, XXX engagements


"Alphabet $GOOG is expected to generate $XX billion in cash flow next year Waymo is expanding and we haven't said anything about Waymo's Tokyo yet"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946556579463024765) 2025-07-19 13:03:48 UTC 50.1K followers, 23K engagements


"Mega caps are in an overvalued zone right now but. $GOOG is not even close to $XXX and it's trading at 19x earnings. $BRK.B is down XX% since Warren Buffett announced he's stepping down. $AAPL is not even close to its all-time high and it's quietly making moves. $AMZN is still trading at its lowest valuation in more than XX years and e-commerce sales are expected to grow around XX% per year until 2030. $UNH is down XX% and it's currently trading at its lowest valuation since 2008. $LVMH is the biggest luxury company in the world and it's down over XX% one of the biggest drawdowns since the"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942609003147579637) 2025-07-08 15:37:32 UTC 50.2K followers, 14.5K engagements


"Mercadolibre $MELI the most chosen shopping site by Mexicans Hot Sale 2025"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944054975245824448) 2025-07-12 15:23:19 UTC 50.2K followers, 8361 engagements


"Quality stocks near their 52-week low. $GOOG $XXX $ADBE $XXX $SPGI $XXX $AAPL $XXX $INTU $XXX $CDNS $XXX $SNPS $XXX $MRVL $XXXXX $NVDA $XX $AMD $XX $MSFT $XXX $AMZN $XXX $AVGO $XXX $TSM $XXX $ASML $XXX $ORCL $XXX $ARM $XX $NOW $XXX $ANET $64"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1908876418441765371) 2025-04-06 13:36:18 UTC 50.1K followers, 72.3K engagements


"$GOOG CEO 'the Gemini app now has XXX million monthly active users' Q3 2024: XX million monthly active users Q1 2025: XXX million monthly active users Q2 2025: XXX million monthly active users Gemini is moving faster than we think good job Team"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948155309132042382) 2025-07-23 22:56:35 UTC 50.1K followers, 20.8K engagements


"4. Napco Security Technologies Inc. NSSC Designs and makes security equipment for homes businesses schools and government buildings - Profit Margin: XXXX% - ROIC: XXXX% - Earnings yield: XXXX% - Expected EPS Growth (3 yr): XXX% - Expected Revenue Growth (3 yr): XXXX% - CAGR since 2005: 13.2%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934597423667568925) 2025-06-16 13:02:23 UTC 50.1K followers, 2243 engagements


"$OSCR has delivered an extraordinary 2254% revenue growth over the past six years. The tech-driven health insurance industry has seen significant market share gains over the last years with Oscar playing a key role. To put this in context in 2020 among companies focused on this segment Oscar was the smallest in terms of revenue. In just five years it has not only surpassed all its competitors by 5x but also begun competing with the giants in the U.S. health sector. Yet the stock remains below its IPO price"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945835082515906903) 2025-07-17 13:16:50 UTC 50.1K followers, 54.3K engagements


"Is $NVDA still miles ahead or is $AMD closing the gap faster than investors realize In the race to power the future of artificial intelligence and high-performance computing two companies dominate the conversation: NVIDIA and Advanced Micro Devices. While NVIDIA currently leads the AI accelerator space with unmatched market share and software ecosystem dominance AMD is rapidly emerging as a formidable challenger. Its latest generation of chips expanding product portfolio and deepening strategic partnerships are reshaping the competitive dynamics in the semiconductor industry. Though NVIDIA"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1940042426292310317) 2025-07-01 13:38:53 UTC 50.1K followers, 6017 engagements


"Good morning The following companies reported earnings: $KR The Kroger +0.66%🟢 $SIG Signet Jewelers +13.93%🟢 $CAL Caleres -18.77%🔴 $ADSE ADS-TEC Energy X% $MYTE MYT Netherlands +3.9%🟢 $LOVE The Lovesac +4.47%🟢 $DOYU DouYu International -3.17%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1834211762083606671) 2024-09-12 12:45:36 UTC 50.1K followers, XXX engagements


"5. Manhattan Associates Inc. $MANH Smart software that helps big companies move products from warehouses to stores and customers smoothly - Profit Margin: XXXX% - ROIC: XX% - Earnings yield:1.85% - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: 19.6%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934597427312349610) 2025-06-16 13:02:24 UTC 50.1K followers, 2119 engagements


"$OSCR Founder invested $XX million at $XX and Michael Burry added to his position at $XX. The current price is a strong buy whether you like it or not. Burry has been bullish on healthcare for quite some time. $OSCR at $XX is a buy $OSCR at $XX is a buy $OSCR at $XX is a buy Not interested in $OSCR Fine. $DLO its a strong buy as well $NU its a buy $ROOT its a buy $TMDX drops below $XX its going to be a buy. $NBIS If it keeps dropping its going to be a buy. MercadoLibre $MELI has everything you want: - Subscription revenue - An army of small cap and large cap companies paying for ads - Bitcoin"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944039735489421329) 2025-07-12 14:22:46 UTC 50.1K followers, 178.7K engagements


"Dev Kantesaria has one of the most impressive portfolios out there. Dev Kantesaria is the founder and portfolio manager of Valley Forge Capital Management (VFCM) a firm that manages over $X billion in assets. Known for his razor-sharp discipline and patient capital allocation Kantesaria has quietly built one of the most successful long-term track records in the investment world. Investment Philosophy Kantesarias strategy is defined by a few key pillars: Concentrated Portfolios: VFCM typically holds fewer than XX stocks with the top five positions often making up more than XX% of the"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923730406429323678) 2025-05-17 13:20:44 UTC 50.1K followers, 32.8K engagements


"Novo Nordisk A/S $NVO - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr):16% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: XXXX% Obesity care remains a strong market for the next XX years and Novo's patents expire in 2032"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327242730491977) 2025-06-18 13:22:25 UTC 50.1K followers, 1198 engagements


"4 Companies with the Highest Net Profit Margins These companies stand out not just for their revenuebut for how efficiently they turn it into profit. Thread 🧵 $V - Visa Net Profit Margin: XXXX% Visa consistently delivers one of the most impressive profit margins in the S&P XXX thanks to a highly scalable and low-risk model. Why its so profitable: 🔹 Visa doesnt lend moneyit facilitates transactions and collects fees from merchants and banks. 🔹 Its global payments network was built over decades and now scales efficiently with minimal incremental cost. 🔹 Unlike banks Visa carries no credit"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1930608841558819078) 2025-06-05 12:53:11 UTC 50.1K followers, 17.3K engagements


"The market is back at an all-time high but. If $V has a XX% correction it would be a strong buy. If $MSCI has a XX% correction it would be a strong buy. If $NU has a XX% correction it would be a strong buy. If $MELI has a XX% correction it would be a strong buy. if $INTU has a XX% correction it would be a strong buy if $NOW has a XX% correction it would be a strong buy if $ADYEN has a XX% correction it would be a strong buy if $NVDA has a XX% correction it would be a buy If $ASML has a XX% correction it would be a strong buy. If $HIMS has a XX% correction it would be a buy. If $TMDX has a 35%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1939315828375085415) 2025-06-29 13:31:38 UTC 50.1K followers, 30K engagements


"Friendly reminder: $GOOG is expected to generate more than $XXX billion in cash flow by 2027. $XXX per share sounds great but it will get better from here"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948122489076301884) 2025-07-23 20:46:10 UTC 50.1K followers, 14.1K engagements


"Top Holdings Breakdown $FICO Fair Isaac Corporation 📌 XX% of Portfolio 📈 Entry Price: $XXX 💰 Current Price: $2188 Return: XXX% FICO is VFCMs largest and most successful position. Kantesaria has called it one of the most irreplaceable platforms in financea true monopoly with nearly zero direct competition. Market Dominance: FICO Scores are used in over XX% of lending decisions in the U.S. Pricing Power: High-margin recurring revenue from software licensing. Capital Efficiency: Very low capital expenditures high operating leverage. Sticky Customers: Extremely high switching costs for banks"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923730409482842419) 2025-05-17 13:20:45 UTC 50.1K followers, 2618 engagements


"$ASML and $TSMC are two of the most essential players in the global semiconductor ecosystem. ASML recently reported robust demand for its EUV lithography tools driven by increased lithography intensity in AI-related semiconductors and stronger-than-expected Logic orders. Despite revenue growing over XX% in the past three quarters ASML stock is down XX% YoY and its NTM P/E has reverted to 2016 levels (even though revenue has grown more than XXX% since then). This disconnect may present a long-term opportunity"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1949096696589291769) 2025-07-26 13:17:19 UTC 50.1K followers, 9125 engagements


"10 stocks with consistently high long-term ROIC that you might want to keep on your watchlist "If a business earns XX% on capital over XX or XX years even if you pay an expensive looking price youll end up with a fine result." -Charlie Munger 1) Lam Research Corporation $LRCX Wonderful business and the Biggest pension fund in South Korea added Long term ROIC 30%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1899083977450807788) 2025-03-10 13:04:38 UTC 50.1K followers, 49.9K engagements


"Amazon Inc. $AMZN - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: XX% One of the best picks from the list. Over the past two weeks AWS has announced major expansions in Australia Chile Taiwan Saudi Arabia and Europe and the company is still building an army of robots. Amazon is currently trading at its lowest valuation in over XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327230025953367) 2025-06-18 13:22:22 UTC 50.1K followers, XXX engagements


"Since 2023 $XYZ has grown its cash and short-term investments at a faster pace than its debt reflecting a combination of strong operating performance and prudent capital management. When coupled with Block "Rule of 40" where is projected to exceed a combined revenue growth and profit margin of over XX% by 2026 this highlights the companys growing profitability discipline and suggests significant upside potential in the next years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946923878326129143) 2025-07-20 13:23:19 UTC 50.2K followers, 7471 engagements


"$CPRT Copart has $XXX billion in cash vs $XXX millions in Total liability Revenue is at its all time high and it's growing XX% YoY EBITDA margin remains strong at XX% - Revenue all time high - Cash all time high - Healthy Margins - Cash flow per share all time high - Copart is one of the most popular websites for the car community on YouTube The stock price its -XX% YTD Fascinating behavior Mr Market"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944886795520409708) 2025-07-14 22:28:40 UTC 50.1K followers, 12.7K engagements


"My highest fintech conviction stocks to buy and hold for more than XX years Visa Inc. $V Nu Holdings $NU Robinhood Markets $HOOD SoFi Technologies $SOFI Grab Holdings $GRAB DLocal Limited $DLO Wise plc $WISE They are all multibaggers growing XX% YoY and expanding into other markets or sectors. E-commerce is expected to be one of the fastest-growing industries in the coming years. Visa Grab DLocal and NU are heavily involved with microtransactions. You can wait patiendly to buy Bonus Etoro $ETOR (I need more data but it's worth keeping on the watchlist) eToro's founder is still leading the"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1939693821320691959) 2025-06-30 14:33:39 UTC 50.1K followers, 19.7K engagements


"Marvell Technology Inc. $MRVL insiders are buying Over $200000 were added by a director the first time since October 2024. The CEO added $X million at $XX last year"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1898782690003866094) 2025-03-09 17:07:25 UTC 50.1K followers, 21.2K engagements


"$ASML is still a magnificent business growing doing buybacks and building the modern world"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945552294281466247) 2025-07-16 18:33:08 UTC 50.1K followers, 16.4K engagements


"Adobe Inc. $ADBE - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr) : XX% - Expected Revenue Growth (3 yr) 11%: - CAGR since 2005: XXXX% Adobe its currently trading at the lowest valuation in more than XX years and the company is doing a lot buybacks"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327246606086272) 2025-06-18 13:22:26 UTC 50.1K followers, 1154 engagements


"Earnings After close: $MCK McKesson $EQIX Equinix $MNST Monster Beverage $OXY Occidental Petroleum $MFC Manulife Financial $WPM Wheaton Precious Metals $NTR Nutrien $APP AppLovin $CPAY Corpay $HOOD Robinhood $MRO Marathon Oil $DUOL Duolingo $BROS Dutch Bros $OBDC Blue Owl Capital $HOOD after close I'm happy to pay $XX share"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1821267968610955601) 2024-08-07 19:31:35 UTC 50.1K followers, 2711 engagements


"When the world gets scary David Tepper is deploying more cash. His portfolio is at a 7-year high. Top positions: $BABA $PDD $AMZN and $JD. Large position SPY puts probably closed by now He added $XYZ before the stock crash He has reduced his $ASML position"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923173179297591747) 2025-05-16 00:26:31 UTC 50.1K followers, 10.8K engagements