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[@investigato89](/creator/twitter/investigato89)
"This is a great move onboarding often gets overlooked after launch but its one of the highest-leverage areas for retention and user satisfaction. Allowing users to revisit guides and track completion turns training into a continuous learning loop. Smart UX is the invisible edge of every successful product"  
[X Link](https://x.com/investigato89/status/1982074480861024349) [@investigato89](/creator/x/investigato89) 2025-10-25T13:19Z 2092 followers, XX engagements


"@KobeissiLetter Golds surge says a lot about where confidence is shifting from growth to preservation. When an unyielding asset like gold outpaces equities by this much its less about fear and more about a global hedge against policy risk debt and currency dilution"  
[X Link](https://x.com/investigato89/status/1978859932473499960) [@investigato89](/creator/x/investigato89) 2025-10-16T16:25Z 2083 followers, 3048 engagements


"Warren Buffetts experiences with farm and real estate investments are such powerful reminders of timeless principles: patience focusing on long-term productivity and having the discipline to stay within ones circle of competence. I love how examples like these echoed in The Intelligent Investor emphasize looking beyond market noise and chasing value based on future potential"  
[X Link](https://x.com/investigato89/status/1979509101206863978) [@investigato89](/creator/x/investigato89) 2025-10-18T11:25Z 2085 followers, XXX engagements


"The power of earnings over time. X companies X stories. All shaped by one thing: compounding EPS growth. Lets look at how fundamentals tell the real story"  
[X Link](https://x.com/investigato89/status/1979797602033156529) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2083 followers, XXX engagements


"@Mayhem4Markets @AyeshaTariq @TraderadeTweets With the Fed flying half-blind after the shutdown tomorrows CPI isnt just another print its the datapoint steering policy. One number could swing rate expectations bond yields and risk sentiment all at once. High-stakes macro day ahead"  
[X Link](https://x.com/investigato89/status/1981422265225892325) [@investigato89](/creator/x/investigato89) 2025-10-23T18:07Z 2084 followers, XX engagements


"Buffetts philosophy is a timeless reminder that what ultimately compounds is business performance not the tape. If the underlying economics keep improving moats deepen cash flows grow management allocates capital well intrinsic value follows over time. Price quotes are just the markets mood swings; results are the scoreboard. Staying anchored to quality and long-term fundamentals beats reacting to daily noise"  
[X Link](https://x.com/investigato89/status/1981939628845248906) [@investigato89](/creator/x/investigato89) 2025-10-25T04:23Z 2082 followers, XXX engagements


"$CMCSA Comcast trades at 7.3x blended P/E with a XXXX% EPS yield and XXX% dividend yield. Earnings expected to grow (9.7% rate) yet priced below 15x15.6x fair value multiples. Possible undervaluation in a stable cash-generating business. #ValueInvesting #Dividends #Stocks"  
[X Link](https://x.com/investigato89/status/1970708010310778883) [@investigato89](/creator/x/investigato89) 2025-09-24T04:32Z 2054 followers, XXX engagements


"Copart $CPRT doesnt get talked about enough. A quiet compounder turning totaled cars into a $42B powerhouse. No flashy story no hype cycles just 16%+ annual growth for nearly two decades. ⚙ Zero debt pressure 📈 Consistent earnings expansion 🚗 Monopoly-like grip on salvage auctions 💵 Trading at 27x earnings not cheap but quality rarely is If you believe in the long game of infrastructure + data-driven logistics $CPRT might still be early. Whats your take is Copart one of the most underappreciated compounders out there $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1977663600719478856) [@investigato89](/creator/x/investigato89) 2025-10-13T09:12Z 2049 followers, 1662 engagements


"Great post. The tax code quietly rewards long-term thinking both through holding periods and retirement planning. Its wild how few people realize you can literally compound tax-free inside a Roth and still get X% on qualified gains outside it if you plan right. The real alpha is often just tax efficiency"  
[X Link](https://x.com/investigato89/status/1978813191892160923) [@investigato89](/creator/x/investigato89) 2025-10-16T13:20Z 2047 followers, XXX engagements


"Fiserv $FI keeps sliding down another XXX% today. Hard to ignore a business growing earnings XX% a year trading at just 12x blended P/E. But the market doesnt seem to care right now. Fintech fatigue Or quiet opportunity hiding in plain sight #Investing #Stocks #Fintech #Earnings #ValueInvesting #StockMarket #Finance"  
[X Link](https://x.com/investigato89/status/1979154172550185001) [@investigato89](/creator/x/investigato89) 2025-10-17T11:55Z 2054 followers, XXX engagements


"Still one of the most surreal days in market history a XX% drop in a single session with no internet no algos just panic and phones melting down. Black Monday was chaos but it forced Wall Street to modernize risk controls. Every circuit breaker trip since is basically a reminder of that lesson"  
[X Link](https://x.com/investigato89/status/1979970488492548242) [@investigato89](/creator/x/investigato89) 2025-10-19T17:58Z 2062 followers, 16.9K engagements


"$VTRS trade idea: Price is breaking out of a tightening wedge after multiple rejections showing early signs of momentum. Volume picking up RSI turning higher. Stop loss below the wedge at $XXXX. Healthcare sector also showing strength on charts adds tailwind to the setup. $XLV #Stocks #Trading #TechnicalAnalysis #Investing"  
[X Link](https://x.com/investigato89/status/1980568795388215330) [@investigato89](/creator/x/investigato89) 2025-10-21T09:36Z 2047 followers, XXX engagements


"@wallstengine This could be a game changer. Prediction markets have always struggled with scale and legitimacy DraftKings brings both. If they execute $DKNG could blur the line between betting trading and forecasting basically turning market sentiment itself into a product"  
[X Link](https://x.com/investigato89/status/1980732074114900039) [@investigato89](/creator/x/investigato89) 2025-10-21T20:25Z 2069 followers, XXX engagements


"If that happens itd mark a major shift tariffs moving from a trade tool to a fiscal redistribution mechanism. In practice though tariffs are just a hidden tax on imports. Recycling that revenue back to consumers might soften the optics but it doesnt erase the inflationary bite that hits before any rebate lands"  
[X Link](https://x.com/investigato89/status/1980781722401644816) [@investigato89](/creator/x/investigato89) 2025-10-21T23:42Z 2046 followers, 5951 engagements


"Austin is becoming a case study in how supply actually can cool housing costs if zoning and construction allow it. XX% vacancy and falling rents while population still grows Thats what functional housing policy looks like. The contrast with Californias supply-constrained markets says everything about why affordability gaps keep widening"  
[X Link](https://x.com/investigato89/status/1980782010236039642) [@investigato89](/creator/x/investigato89) 2025-10-21T23:43Z 2055 followers, 9395 engagements


"This is a serious warning sign when a central banker like Andrew Bailey compares US private credit to subprime 2008 its not hyperbole. The private credit market has ballooned to $1.7T largely outside traditional bank regulation with questionable underwriting and leveraged structures. If even a few major defaults expose weak links contagion risk could spread fast through pensions insurers and CLOs. How much of it is already embedded in portfolios"  
[X Link](https://x.com/investigato89/status/1980962116296114283) [@investigato89](/creator/x/investigato89) 2025-10-22T11:39Z 2054 followers, 5848 engagements


"@disclosetv This shows how fragile the global supply chain still is one bottleneck in China and Europes biggest automaker hits pause. Its not just a VW problem its a reminder that deglobalization isnt just politics its an economic risk premium every manufacturer now has to price in"  
[X Link](https://x.com/investigato89/status/1981013935521427963) [@investigato89](/creator/x/investigato89) 2025-10-22T15:05Z 2054 followers, 7167 engagements


"This could be a major inflection point for global tech supply chains. If the U.S. starts limiting software exports its not just China that feels it it disrupts every company relying on cross-border development and integration. Short term: uncertainty and potential sell pressure on multinationals with China exposure. Long term: faster decoupling more domestic software ecosystems and maybe the rise of a parallel non-US tech stack"  
[X Link](https://x.com/investigato89/status/1981039460394688568) [@investigato89](/creator/x/investigato89) 2025-10-22T16:46Z 2047 followers, 2044 engagements


"Wild how quickly sentiment can flip in these frontier tech names. Quantum computing is still years from real commercialization but markets are clearly treating it like the next AI trade pure narrative momentum right now. Are we witnessing the early stages of a long-term capital cycle or just another speculative echo of the AI hype wave"  
[X Link](https://x.com/investigato89/status/1981209430386495723) [@investigato89](/creator/x/investigato89) 2025-10-23T04:01Z 2049 followers, 1660 engagements


"BlackRock client flow into ETH is more than just a headline its a signal of institutional comfort with the asset class beyond Bitcoin. Whats interesting isnt the $111M itself but the narrative shift: ETH is starting to be viewed less as a tech bet and more as digital infrastructure. The next catalyst will be when these allocations move from tactical to strategic"  
[X Link](https://x.com/investigato89/status/1981222201354297762) [@investigato89](/creator/x/investigato89) 2025-10-23T04:52Z 2049 followers, XXX engagements


"Theres a valid concern here but it highlights a deeper issue: information asymmetry has become a geopolitical weapon. Whether its China the U.S. or anyone else the battleground isnt just trade or tech its narrative control. Instead of firewalls the real defense might be building a population resilient to manipulation through media literacy and transparent data verification systems. Financial markets would benefit massively from that kind of information hygiene"  
[X Link](https://x.com/investigato89/status/1981234527377723728) [@investigato89](/creator/x/investigato89) 2025-10-23T05:41Z 2049 followers, XXX engagements


"its worth noting that a Letter of Intent is just an expression of future intent not a binding purchase. Still the symbolism matters: Swedens Gripen jets represent a strategic shift toward deeper Nordic-Ukrainian defense cooperation. The next decade will likely see more such long-horizon defense alignments as Europe rebuilds its deterrence capacity and domestic arms industries"  
[X Link](https://x.com/investigato89/status/1981252524452597915) [@investigato89](/creator/x/investigato89) 2025-10-23T06:53Z 2054 followers, XXX engagements


"Smart geopolitical hedging by China stockpiling crude now gives them flexibility if sanctions or shipping routes tighten. Its also a quiet signal that theyre preparing for more turbulence in global trade flows. Energy strategy is national security strategy and theyre playing the long game while others focus on election cycles"  
[X Link](https://x.com/investigato89/status/1981371306147774797) [@investigato89](/creator/x/investigato89) 2025-10-23T14:45Z 2046 followers, XXX engagements


"If Grok can actually produce a watchable movie by next year thats a bigger AI milestone than most realize. Storytelling is one of the hardest creative frontiers for generative models if they crack pacing emotion and coherence it changes not just film but advertising and entertainment economics too"  
[X Link](https://x.com/investigato89/status/1981401051996836341) [@investigato89](/creator/x/investigato89) 2025-10-23T16:43Z 2075 followers, XXX engagements


"Interesting timing. SFs recovery (or lack of it) has big implications beyond politics real estate values local tax receipts and even tech hiring trends all hinge on how the city handles crime and quality-of-life issues. If Mayor Lurie can genuinely turn it around it could mark a turning point for investor sentiment toward urban California. But if not expect capital and talent to keep flowing elsewhere. Can policy shifts move faster than capital flight"  
[X Link](https://x.com/investigato89/status/1981412509635793134) [@investigato89](/creator/x/investigato89) 2025-10-23T17:28Z 2074 followers, XXX engagements


"A XX% YTD move in gold while equities also rally says a lot investors are chasing risk and safety at the same time. Thats not normal behavior its a sign of deep macro uncertainty masked by liquidity. When both fear and greed assets win together something under the surface is off-balance"  
[X Link](https://x.com/investigato89/status/1981729173455380658) [@investigato89](/creator/x/investigato89) 2025-10-24T14:27Z 2075 followers, XX engagements


"Classic $TSLA price action violent flush instant reversal and a full gap fill before anyone can blink. This kind of move says a lot about positioning: shorts pressing too hard into earnings meets dip buyers with conviction. Liquidity vacuum does the rest. If it holds above the gap could be setting up for a sentiment shift but Tesla rallies rarely move in straight lines"  
[X Link](https://x.com/investigato89/status/1981412865887109369) [@investigato89](/creator/x/investigato89) 2025-10-23T17:30Z 2080 followers, XXX engagements


"That confluence of the 200-day moving average and the rising trendline is where technicals meet psychology its where conviction is tested. Historically $HIMS tends to bounce when sentiment washes out at these levels but each retest weakens support unless volume confirms accumulation. If bulls can defend this zone again it could mark another strong leg up if not it turns from support into a magnet for stops"  
[X Link](https://x.com/investigato89/status/1981434881742684316) [@investigato89](/creator/x/investigato89) 2025-10-23T18:57Z 2080 followers, 1570 engagements


"Goldmans push into talent management underscores how finance is blending deeper with entertainment and sports. Its not just diversification its access to IP branding rights and data on consumer engagement. As private equity and banks chase attention assets the line between Wall Street and Hollywood keeps fading and that might be the next frontier for monetizing influence itself"  
[X Link](https://x.com/investigato89/status/1981435162966495434) [@investigato89](/creator/x/investigato89) 2025-10-23T18:58Z 2080 followers, XX engagements


"@unusual_whales Of course they do because every tech headline in 2025 needs a dash of AI + autonomous + partnership. Next up: Nvidia teams up with your coffee maker. #NVDA #Innovation"  
[X Link](https://x.com/investigato89/status/1981439673026195788) [@investigato89](/creator/x/investigato89) 2025-10-23T19:16Z 2080 followers, XXX engagements


"@BourbonCap $FICO is a masterclass in durable economics XX% market share high switching costs and pricing power that compounds over time. When your product becomes the industry standard and your margins expand past your expenses its not growth its entrenchment"  
[X Link](https://x.com/investigato89/status/1981799565800992807) [@investigato89](/creator/x/investigato89) 2025-10-24T19:06Z 2080 followers, XXX engagements


"The VDax spike reflects legitimate contagion concerns - European banks remain exposed to US regional bank stress through interbank lending markets and credit derivatives. The 2023 SVB crisis showed how quickly liquidity pressures can cross borders. Key risks: 1) Unrealized losses on bond portfolios as rates stay elevated 2) Potential deposit flight if confidence wavers 3) Tightening credit conditions impacting EU growth already facing headwinds. ECB may face difficult tradeoff between financial stability and inflation mandate"  
[X Link](https://x.com/investigato89/status/1979121039209574666) [@investigato89](/creator/x/investigato89) 2025-10-17T09:43Z 2079 followers, XXX engagements


"$ADBE Adobe EPS growth: 16%. P/E: 16x vs its 10-year norm of 30x+. A+ balance sheet huge margins and a sticky ecosystem. Investors moved on to AI plays but quality software cash flows dont vanish overnight"  
[X Link](https://x.com/investigato89/status/1979797611545804800) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2079 followers, XXX engagements


"$VZ Verizon EPS growth: just 3%. Dividend yield: 6.8%. Classic income play not a growth story. At 8x earnings its priced like its standing still because it mostly is. But for dividend investors stability is the appeal"  
[X Link](https://x.com/investigato89/status/1979797615408767348) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2079 followers, XXX engagements


"$CRM Salesforce EPS growth: 34%. P/E: 22x. From hyper-growth to disciplined profitability. Wall Street finally trusts it and that shift might be just starting to show up in valuation"  
[X Link](https://x.com/investigato89/status/1979797624028094820) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2079 followers, XXX engagements


"It's important to recognize that market behavior can often hinge on both technical signals and broader macroeconomic factors. While there's a clear bullish pattern forming it will be crucial to watch the upcoming earnings reports and any shifts in global sentiment that could either reinforce or disrupt the current momentum. The potential for both upside and downside seems to be baked into this market so staying flexible and prepared for either outcome is key. Taco trader never sleeps"  
[X Link](https://x.com/investigato89/status/1981076704425627782) [@investigato89](/creator/x/investigato89) 2025-10-22T19:14Z 2078 followers, XXX engagements


"Microns potential delay in HBM4 highlights how execution risk can quickly shift competitive dynamics in semiconductors. Even a XX month lag in ramping advanced memory can hand market share to Samsung and SK Hynix both already scaling aggressively for AI demand. The takeaway: in memory cycles tied to AI infrastructure timing and yield often matter more than technology claims"  
[X Link](https://x.com/investigato89/status/1981309038529790427) [@investigato89](/creator/x/investigato89) 2025-10-23T10:37Z 2079 followers, XXX engagements


"@WatcherGuru @cz_binance @PeterSchiff This debate captures a generational wealth transition from tangible scarcity (gold) to digital scarcity (Bitcoin). The real question isnt which wins but how capital reallocates between them over the next decade"  
[X Link](https://x.com/investigato89/status/1981439937355411886) [@investigato89](/creator/x/investigato89) 2025-10-23T19:17Z 2079 followers, 1905 engagements


"Wow this is quite a shock 😮 Has this been confirmed by official White House sources yet Ending ALL trade negotiations over TV ads seems like an extremely abrupt move. These kinds of sudden policy shifts can send serious ripples through markets especially considering how intertwined US-Canada trade relationships are. What are your thoughts on how this might impact cross-border supply chains and the broader economic relationship This could get messy fast"  
[X Link](https://x.com/investigato89/status/1981585088941838465) [@investigato89](/creator/x/investigato89) 2025-10-24T04:54Z 2079 followers, 5808 engagements


"FactSet $FDS quietly looks like one of the cleaner compounders out there. 📈 19-year EPS growth: +12.4% CAGR 💰 EPS yield: XXX% 📊 Blended P/E: 16.6x (below its long-term norm of 26x) 💵 Dividend yield: XXXX% Not flashy but the chart shows a consistent earnings climb while price has cooled off. If quality + steady growth ever go on sale this is what it looks like. $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1976935301953339764) [@investigato89](/creator/x/investigato89) 2025-10-11T08:58Z 2083 followers, XXX engagements


"Moody's data underscores genuine stability in both leveraged loans and high-yield bonds - the downward trend through 2025 is particularly encouraging. The isolated 'credit cockroach' cases like $ZION and $WAL don't warrant systemic panic. If anything the market's ability to contain these to specific cases while overall default rates ease is actually an encouraging signal for broader credit market health"  
[X Link](https://x.com/investigato89/status/1979121544992330134) [@investigato89](/creator/x/investigato89) 2025-10-17T09:45Z 2083 followers, XXX engagements


"@InvestingVisual Great list Curious to hear what metrics led to the scoring especially for $PLTR and $FIG. Are there standout fundamentals or growth drivers you look for when evaluating high quality software stocks"  
[X Link](https://x.com/investigato89/status/1979618005803061578) [@investigato89](/creator/x/investigato89) 2025-10-18T18:38Z 2082 followers, XXX engagements


"$FI Fiserv EPS growth: XX% per year. P/E: 12x. A fintech quietly compounding while the market chases flashier names. Earnings keep rising. Price hasnt caught up yet. Patience might pay here"  
[X Link](https://x.com/investigato89/status/1979797607506694212) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2081 followers, XXX engagements


"$CMCSA Comcast EPS growth: 20%. P/E: under 7x. A strong operator trading like its in decline. Cables not sexy but free cash flow doesnt care about trends"  
[X Link](https://x.com/investigato89/status/1979797619691209149) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2083 followers, XXX engagements


"@KobeissiLetter The irony is remarkable - a $XX million ad dispute potentially derailing $XXX trillion in annual trade. Are we witnessing a new low in trade war theater where the spectacle matters more than the substance"  
[X Link](https://x.com/investigato89/status/1981584197958398352) [@investigato89](/creator/x/investigato89) 2025-10-24T04:51Z 2080 followers, XXX engagements


"@hkuppy Really appreciate the transparent updates on portfolio positioning and market outlook. Looking forward to reading through the key takeaways and your perspective on the current opportunities. Always valuable to see how you're navigating this environment"  
[X Link](https://x.com/investigato89/status/1981590503289147811) [@investigato89](/creator/x/investigato89) 2025-10-24T05:16Z 2080 followers, XXX engagements


"This is a fascinating shift with major geopolitical implications. China's EV transition not only addresses climate goals but also reduces strategic dependence on energy imports. Russia's pivot to Asia after Western sanctions made China a crucial customer but if China's oil demand drops Moscow will face increasing pressure to find alternative markets at potentially lower prices"  
[X Link](https://x.com/investigato89/status/1981613436430618918) [@investigato89](/creator/x/investigato89) 2025-10-24T06:47Z 2081 followers, XXX engagements


"@Schuldensuehner This highlights the importance of trade quality over quantity. A trade surplus creates domestic multiplier effects while deficits can drain capital. Germany's growth depends not just on trading volumes but on the balance sheet dynamics with each partner"  
[X Link](https://x.com/investigato89/status/1981621622240166299) [@investigato89](/creator/x/investigato89) 2025-10-24T07:19Z 2084 followers, XXX engagements


"@Mr_Derivatives $ETH is sitting right at that make-or-break trendline sentiment looks tired but structures intact. If it holds here weekend volatility could turn into fuel rather than fear. Eyes on volume confirmation before calling it a pump"  
[X Link](https://x.com/investigato89/status/1981798517455597621) [@investigato89](/creator/x/investigato89) 2025-10-24T19:02Z 2083 followers, 1130 engagements


"@StockMKTNewz A $300M ballroom funded by a cross-section of Wall Street Silicon Valley and crypto powerhouses guess bipartisan networking just got a glow-up"  
[X Link](https://x.com/investigato89/status/1981949784446362037) [@investigato89](/creator/x/investigato89) 2025-10-25T05:03Z 2080 followers, 1327 engagements


"Thats a big deal if $IBM can simulate quantum algorithms on standard $AMD hardware it blurs the line between classical and quantum computing. It suggests the near-term advantage may come from hybrid architectures optimizing todays silicon for tomorrows algorithms rather than waiting for full-scale quantum machines. Bridges like this could accelerate practical adoption far faster than most expect"  
[X Link](https://x.com/investigato89/status/1981716746055672246) [@investigato89](/creator/x/investigato89) 2025-10-24T13:37Z 2092 followers, XXX engagements


"Interesting weekly chart on $ADBE price sitting right on a key support zone thats been tested multiple times since 2022. Volumes been picking up here which could hint at distribution rather than accumulation. If this base breaks we might be looking at a deeper revaluation. But if it holds could be setting up for a major reversal. Trend is your friend until it isnt Whats your take Strong hands buying the dip or smart money unloading #Stocks #OptionsTrading #Trading $QQQ"  
[X Link](https://x.com/investigato89/status/1982127551590838307) [@investigato89](/creator/x/investigato89) 2025-10-25T16:50Z 2092 followers, XXX engagements


"@unusual_whales Trumps phrasing China and I signals his transactional worldview: geopolitics as dealmaking not diplomacy. He personalizes state relations framing nations as counterparties in negotiation. Its a reminder that for him success is measured in leverage not legacy"  
[X Link](https://x.com/investigato89/status/1982175829955088752) [@investigato89](/creator/x/investigato89) 2025-10-25T20:01Z 2092 followers, 2461 engagements


"Nvidias margins are higher for a few key reasons: Their AI chips are highly specialized and face little direct competition giving them strong pricing power. The semiconductor business is less commoditized than cloud so Nvidia can capture more value per unit sold. Cloud providers face massive ongoing operational costs (data centers energy personnel) while Nvidias cost structure is leaner after R&D and manufacturing. AI demand lets Nvidia command premium prices while cloud suffers from price competition. This combination gives Nvidia an edge over even the biggest cloud players"  
[X Link](https://x.com/investigato89/status/1982413975363960849) [@investigato89](/creator/x/investigato89) 2025-10-26T11:48Z 2092 followers, XXX engagements


"Persistent inflation soaring policy rates and years of unconventional monetary policies have clearly taken a toll on the Turkish Lira. Meaningful recovery will depend on genuine reforms and strong economic management short-term interventions simply delay the inevitable. Its a reminder that fundamental stability matters just as much as headlines"  
[X Link](https://x.com/investigato89/status/1979571331487125848) [@investigato89](/creator/x/investigato89) 2025-10-18T15:32Z 2086 followers, 23K engagements


"$ASML vs $TSMC two pillars of the semiconductor ecosystem but playing very different games. ASMLs moat is tech monopoly (EUV machines no one else can make). TSMCs moat is scale and execution (chips no one else can build at yield). TSMCs faster growth and ROE tell you where demand is strongest but ASMLs valuation premium shows how markets prize irreplaceability. In semis owning the bottleneck can be just as powerful as owning the volume. #Semiconductors #Investing #TechStocks #AI #Markets #Innovation"  
[X Link](https://x.com/investigato89/status/1980920813252653220) [@investigato89](/creator/x/investigato89) 2025-10-22T08:55Z 2090 followers, XXX engagements


"@WOLF_Financial @VisualCap The wealth gap between the U.S. and the rest of the world is staggering nearly XX% of all millionaires live in one country. Its a reminder that global capital isnt evenly distributed and that policy innovation and access compound just like returns do"  
[X Link](https://x.com/investigato89/status/1981422430481764460) [@investigato89](/creator/x/investigato89) 2025-10-23T18:08Z 2086 followers, XXX engagements


"This image perfectly captures the paradox of modern finance immense technological infrastructure built to trade in microseconds yet still dependent on human judgment at the center. JPMs new floor isnt just about screens; its about signaling scale control and the banks continued dominance in an increasingly automated world. How long humans will remain in the middle of this architecture"  
[X Link](https://x.com/investigato89/status/1981434524128203195) [@investigato89](/creator/x/investigato89) 2025-10-23T18:56Z 2087 followers, 11.1K engagements


"@InvestingVisual Solid picks all three have durable moats and long runways. $MELI is executing like the Amazon of LATAM $DLO is quietly embedding itself in the payments stack and $RBRK gives rare exposure to real infrastructure demand in AI. Quality still matters even in an expensive market"  
[X Link](https://x.com/investigato89/status/1981798348936855616) [@investigato89](/creator/x/investigato89) 2025-10-24T19:02Z 2090 followers, XXX engagements


"@StockSavvyShay @prospero_ai Interesting signal $UNH showing bullish short-term flow ahead of earnings could hint at quiet accumulation. With sentiment recovering and healthcare rotation picking up even modest beats might trigger outsized moves if positioning stays light"  
[X Link](https://x.com/investigato89/status/1981799352948375715) [@investigato89](/creator/x/investigato89) 2025-10-24T19:06Z 2086 followers, XXX engagements


"@TrendSpider Next week could be one of those market-defining stretches macro meets mega-cap earnings. With the FOMC Powells tone and tech giants reporting volatility will test positioning and conviction. Reactions not results will move the tape"  
[X Link](https://x.com/investigato89/status/1981799716565528791) [@investigato89](/creator/x/investigato89) 2025-10-24T19:07Z 2090 followers, 2197 engagements


"@VisualCap @VCElements Fascinating visual the dominance of Texas and New Mexico shows how the U.S. energy story remains deeply regional. The Permian Basin isnt just an oil field anymore; its the backbone of American output and global supply stability"  
[X Link](https://x.com/investigato89/status/1981800535582814391) [@investigato89](/creator/x/investigato89) 2025-10-24T19:10Z 2086 followers, XXX engagements


"Profit-taking and portfolio rebalancing are common moves for big institutional clients like BlackRock. While large sales can shift market sentiment in the short term they dont necessarily reflect on the long-term fundamentals of ETH. Crypto markets are volatile but its long-term conviction that really counts"  
[X Link](https://x.com/investigato89/status/1981944496129540264) [@investigato89](/creator/x/investigato89) 2025-10-25T04:42Z 2087 followers, 1150 engagements


"Interesting to see how concentrated this market still is. China doesnt just hold the largest reserves its also mastered the refining and processing side which is where most of the value (and leverage) lies. The real question: can countries like Brazil or India build the infrastructure and know-how to compete beyond just extraction Because whoever controls the supply chain controls the future of clean tech and defense"  
[X Link](https://x.com/investigato89/status/1982066032815620211) [@investigato89](/creator/x/investigato89) 2025-10-25T12:45Z 2090 followers, XXX engagements


"This marks an interesting intersection between luxury exclusivity and blockchain utility. Ferrari isnt just experimenting with crypto its testing how tokenization can extend brand access and create new economic layers around prestige assets. The future of collectibles may be on-chain but still very offline in value"  
[X Link](https://x.com/investigato89/status/1982074792535568466) [@investigato89](/creator/x/investigato89) 2025-10-25T13:20Z 2092 followers, XXX engagements


"@Cointelegraph Impressive Curious to see which US entities are holding the largest amounts of Bitcoin. Also interesting to see Canada and UK in the top 5"  
[X Link](https://x.com/investigato89/status/1982315721582649412) [@investigato89](/creator/x/investigato89) 2025-10-26T05:17Z 2090 followers, XX engagements


"@DavidInglesTV Interesting to see Bitcoin respond immediately to the US-China talks. Markets seem optimistic for now but it's still early let's watch if this sentiment carries forward in both crypto and equities as negotiations continue"  
[X Link](https://x.com/investigato89/status/1982414231321665930) [@investigato89](/creator/x/investigato89) 2025-10-26T11:49Z 2090 followers, XX engagements


"Clearwater Analytics $CWAN a quiet SaaS compounder. 📊 $475M ARR XX% retention 80%+ win rates. 🏦 Core in insurance expanding to asset managers & hedge funds. 📈 Low-20% growth XX% incremental margins XX% EBITDA CAGR. 💡 Sticky mission-critical software = potential 20%+ IRR through 2020s. Great compounders often hide in plain sight. #SaaS #Investing #Compounders"  
[X Link](https://x.com/investigato89/status/1973047937769918561) [@investigato89](/creator/x/investigato89) 2025-09-30T15:31Z 2088 followers, 1822 engagements


"Healthcare sector showing signs of life. After months of drifting big pharma names are waking up: $PFE breaking out of a long base $MRNA finding footing near multi-year support $MRK bouncing strongly off key demand $LLY leading the charge as usual Rotation into healthcare might just be getting started. 🩺📈 Are we seeing the early stages of a sector comeback #Stocks #Healthcare #Pharma #Investing"  
[X Link](https://x.com/investigato89/status/1974552768355737766) [@investigato89](/creator/x/investigato89) 2025-10-04T19:10Z 2090 followers, 2683 engagements


"@BourbonCap Symbolic moment Intel standing beside $ASMLs EUV machine says more than any roadmap slide could. The company knows that regaining process leadership depends not just on design but on mastering the worlds most complex supply chain. Silicon progress is now a global team sport"  
[X Link](https://x.com/investigato89/status/1982075142319514104) [@investigato89](/creator/x/investigato89) 2025-10-25T13:21Z 2092 followers, XXX engagements


"@MikeFritzell Lion Rocks value really stands out here5x P/E a strong dividend and impressive resilience especially given global diversification (China Malaysia Australia UK) and tariff risks. Curious to hear your thoughts on their competitive landscape"  
[X Link](https://x.com/investigato89/status/1982354128996360527) [@investigato89](/creator/x/investigato89) 2025-10-26T07:50Z 2092 followers, XX engagements


"Interesting to see BTC at $112K while the Fear & Greed Index is only XX. The market seems cautious despite a strong price rally sentiment still hasn't caught up. Could this mean more upside ahead once confidence returns Curious what others think about timing short vs long-term moves here"  
[X Link](https://x.com/investigato89/status/1982419649640706248) [@investigato89](/creator/x/investigato89) 2025-10-26T12:10Z 2092 followers, XXX engagements