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[@CousinGraig](/creator/twitter/CousinGraig)
"@k3ithmccullough Its competition; new age players won the platform business: stripe w/ Shopify DoorDash etc and Adyen w/ Spotify nflx uber etc. so they growing faster than legacy. The thought of OAI extracting something appears scary & another strike that theyre ice cubes but theyre"  
[X Link](https://x.com/CousinGraig/status/1974624298221654325) [@CousinGraig](/creator/x/CousinGraig) 2025-10-04T23:54Z 1520 followers, XXX engagements


"Lookin at $fi sales estimate revisions vs begin of yr. XX sales -X% (yes going lower) XX sales flat. XX EBIT -X% XX flat. EPS unch. Stock -XX% ytd. P/E 20x 11x. Pretty pretty pretty wild. Frank Bisignanos great(ish) escape"  
[X Link](https://x.com/CousinGraig/status/1979241146531361063) [@CousinGraig](/creator/x/CousinGraig) 2025-10-17T17:40Z 1520 followers, 1286 engagements


"@peter_mantas *except for $dhr"  
[X Link](https://x.com/CousinGraig/status/1980361095891284083) [@CousinGraig](/creator/x/CousinGraig) 2025-10-20T19:50Z 1520 followers, XXX engagements


"Eh Ill wait for to drop below $XXX before taking a bite . *It did not drop below $400* $isrg"  
[X Link](https://x.com/CousinGraig/status/1980783174163775656) [@CousinGraig](/creator/x/CousinGraig) 2025-10-21T23:48Z 1520 followers, XXX engagements


"@JerryCap $ryan $snps $four $apd $vrsk"  
[X Link](https://x.com/CousinGraig/status/1978846274859225289) [@CousinGraig](/creator/x/CousinGraig) 2025-10-16T15:31Z 1520 followers, XXX engagements


"@insiderfed @bizalmanac Idk but $four adding 1000 merchants per month and growing e2e volumes with entp customers to raise yields. Stock down XX% in X months and is at XX% fed fcf yield with teens growth on earnings. Id say that weakness is priced in. It shouldnt trade to $gpn or with $fi"  
[X Link](https://x.com/CousinGraig/status/1974609140711653582) [@CousinGraig](/creator/x/CousinGraig) 2025-10-04T22:54Z 1520 followers, XXX engagements


"youre at $5.50/shr. We kno strategics want the asset and last rumored bids were in the $8-9/shr range. TMO has no domestic mRNA manufacturing capacity. Agilent is v much in play. Mrvi has partnership with Lonza and DHR"  
[X Link](https://x.com/CousinGraig/status/1948387024605491425) [@CousinGraig](/creator/x/CousinGraig) 2025-07-24T14:17Z 1519 followers, XXX engagements


"The sign of the top might be oilfield services getting bid on the AI narrative. That is truly scraping the bottom of the barrel $hal $pump $lbrt $pten"  
[X Link](https://x.com/CousinGraig/status/1981065941221069313) [@CousinGraig](/creator/x/CousinGraig) 2025-10-22T18:31Z 1519 followers, 2593 engagements