[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.]

[@capitalatrisk23](/creator/twitter/capitalatrisk23)
"Imerys $NK.PA the mining group reported a good Q2 and sees an improving outlook in minerals as a whole. This is also possibly the only *public* way to play high purity Quartz (Imerys owns XX% of the highest purity Quartz coming from Spruce Pine North Carolina): more semiconductors+photovoltaics = more high purity quartz needed -Adjusted EBITDA YoY +13.6% -Adjusted EBITDA margin reaching XX% -Net income YoY +66%"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1817976890612924663) 2024-07-29 17:34:01 UTC 2266 followers, 2391 engagements


"Remy Cointreau $RCO.PA Nice base building"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1931044448172949938) 2025-06-06 17:44:08 UTC 2266 followers, 3966 engagements


"@ridireresearch @glbeaty @siyul What was his returns for 2024 and 2025 ytd excluding the ETF"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1947876018087248377) 2025-07-23 04:26:47 UTC 2266 followers, XXX engagements


"@DaBao_ @MikeFritzell @IggyOnInvesting @twaddle_inc The Coldplay scandal helped me improve my SaaS software sales skills"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1947173097078927721) 2025-07-21 05:53:37 UTC 2267 followers, XXX engagements


"Update on Pluxee $PLX.PA - the fund Artisan Partners is taking a stake in the payments network Disc: I own both $PLX.PA and $EDEN.PA"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1805259940203806731) 2024-06-24 15:21:24 UTC 2261 followers, 10.9K engagements


"Goldman Sachs upgrades Didi to buy rating $DIDIY Didi up almost XX% on the news One of my thesis is that they do a HK IPO next XX months"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1945542889141911565) 2025-07-16 17:55:45 UTC 2266 followers, 4531 engagements


"European industrials getting killed by Chinese players Soitec the star French semiconductor supplier getting destroyed in the market today after yet another profit warning"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1927667059988504957) 2025-05-28 10:03:36 UTC 2266 followers, 3216 engagements


"The real competitor of $TSLA was always $MCD You acquire users via the cars you make your profit on the burgers 🍔"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1948052421932167369) 2025-07-23 16:07:45 UTC 2266 followers, XXX engagements


"Two stocks that might at some point go back to their highs are $SNAP and $HFG Narratives change fast in a bull market"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1945165347981512926) 2025-07-15 16:55:33 UTC 2266 followers, 2809 engagements


"Imerys $NK.PA getting a run as X. Defense spending = more specialty minerals needs X. Has many mines in the US so less exposed to tariffs X. Main shareholder is rumoured to be eyeing a take-private deal"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1897581771996143718) 2025-03-06 09:35:24 UTC 2266 followers, XXX engagements


"@pandawatch88 been bullish on this name before I am quite sure it can beat US tech but I wonder how strong it is precisely against anything developed in China in the near future by Bytedance Tencent and XXX other tech names that are ready to take margins to zero"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1947361698177778128) 2025-07-21 18:23:03 UTC 2266 followers, XXX engagements


"@irbezek Simple if ROIC is high and you keep having revenue growth and valuation decent DESPITE shitty macro for X years then if you bought in 2024 no reason to sell now but taking some profit yes"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1948040399286567013) 2025-07-23 15:19:58 UTC 2266 followers, XXX engagements


"Umicore $UMI.BR Chemistry company specialising in precious metals and battery metals recycling increasing its guidance FY25 on the back of strong demand in H1 Stock up +8% on the news My way on playing the precious metals and commodities cycle"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1939945939654897971) 2025-07-01 07:15:29 UTC 2267 followers, 2031 engagements


"@skiingswimming1 exactly the right direction I made the big mistake of selling $ABBN.SW But I own $CENER.EBR and looking to buy Elecnor $ENO.BME and $RSGN.SW but the last two seem to be just flying away price-wise"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1937601786862522541) 2025-06-24 20:00:39 UTC 2267 followers, XXX engagements


"$LVMHF $MC.PA Loro Piana LVMH's subsidiary put under court administration in Italy for their Chinese suppliers found to exploit workers If they don't do a massive turnaround of their supply chain LVMH will lose lots of its value ending up being perceived as just a marketing company"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1944712042390143194) 2025-07-14 10:54:16 UTC 2266 followers, XXX engagements


"This is EXACTLY what I thought yesterday Trump will appoint Pulte as next FED Chair. Why is it bullish Pulte: -Has very LOW IQ -Thinks using fartcoin as a collateral for mortgages is perfectly fine and sound -He has a degree in journalism and would be leading the biggest network of Economics PhD Next steps: - your portfolio will 10x for next 2-3 years - most people around Trump will be gigabillionaires - immediately after the end of this Presidency you'll have XX% inflation and huge social unrest so you better put all your proceeds into real assets"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1947957643722608816) 2025-07-23 09:51:08 UTC 2266 followers, XXX engagements


"There you go Elon telling you exactly this. Forget about cost cuts money printing will continue ponzi will continue you guys will keep making easy money for a very long time. As said earlier only thing you should worry about is inflation and FED (re)action"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1926313873319121291) 2025-05-24 16:26:31 UTC 2267 followers, 2546 engagements


"Pair trade: Short EURO Long European Defense stocks Its been working well but it will keep working even better for the next 3-5 years fully monetised by the ECB The challenge will be to find one that hasnt run as much Dassault $DSY.PA Thales $HO.PA Rheinmetall $RHM.ETR Saab $SAAB-B.STO Even Leonardo ran a lot $LDO:BIT I think I know one will check more tomorrow"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1893795163065155959) 2025-02-23 22:48:46 UTC 2266 followers, 9882 engagements


"all the luxury and premium consumer goods company are begging to put a bottom on their stocks same configuration everywhere $LVMHF $RCO.PA $RI.PA $LRLCY $KER.PA I am in none of them - we might see one more puke But rather feels towards the end of a bottoming process"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1934537895479755067) 2025-06-16 09:05:50 UTC 2262 followers, XXX engagements


"Medpace $MEDP up +50% pre-market 😲😲 I got too greedy to go long"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1947645284206711210) 2025-07-22 13:09:55 UTC 2267 followers, 1310 engagements


"Have you noticed what is happening in the semis industry in Europe and Intel Infineon $IFX.ETR Soitec $SOI.EPA STMicro $STMPA.EPA Intel $INTC and many others Massive slow down firings revising down financial objectives.is it just the canary in the coal mine Is it just because of economic slowdown and better times will come Is it soon gonna be $NVDA $ASML $TSMC turn soon Why are those performing well then I think there is a secular change happening in European semis. You need to look at what is happening in China I think Chinese firms have been pushed to innovate in this sector because of US"  
![@capitalatrisk23 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2520719354.png) [@capitalatrisk23](/creator/x/capitalatrisk23) on [X](/post/tweet/1821847644144021598) 2024-08-09 09:55:01 UTC 2266 followers, 5553 engagements