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[@financhill](/creator/twitter/financhill)
"🚗 $TSLA isnt waiting to get steamrolled in China. It just registered a new Model Y La 6-seat long-wheelbase version aimed squarely at Chinas exploding mid-SUV market. A shot across the bow at Li Auto Nio and $BYDDY before they eat Teslas lunch"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1945559812080898449) 2025-07-16 19:03:00 UTC 2086 followers, 3236 engagements


"$TSLA investors who bought before earnings"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1948196143177097271) 2025-07-24 01:38:50 UTC 2085 followers, XXX engagements


"$SEE (Sealed Air) They dominate beef packaging with vacuum films & trays. As case-ready beef scales their margins do too"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1942255205778661790) 2025-07-07 16:11:41 UTC 2086 followers, XX engagements


"Also Winning are. Small-Cap U.S. Industrials. Infrastructure growth without austerity is bullish for capital goods. Look to $CAT $VMC $URI and small caps in the $XLI and $IWM baskets"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1941914197941506099) 2025-07-06 17:36:38 UTC 2085 followers, XX engagements


"$COLD (Americold REIT) More centralized meat = more cold storage. Their network is built to handle it"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1942255210291658974) 2025-07-07 16:11:42 UTC 2086 followers, XX engagements


"$CARR (Carrier Global) Industrial CO refrigeration is the new standard in meat plants. Carriers already a top supplier"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1942255211487035851) 2025-07-07 16:11:42 UTC 2086 followers, XX engagements


"For investors the obvious winner is $WMT. But the real alpha is in the supply chain. 🔽"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1942255204583235778) 2025-07-07 16:11:40 UTC 2085 followers, XX engagements


"$META bought X % of EssilorLuxottica for X bn to lock up smartglasses manufacturing capacity. It highlights that RayBan/Oakley branded AIenabled wearables are moving from niche to scaled hardware and gives Zuck a tangible moat versus $AAPL Vision & $GOOG Iris"  
![@financhill Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::751404544777564160.png) [@financhill](/creator/x/financhill) on [X](/post/tweet/1944071001379135914) 2025-07-12 16:27:00 UTC 2086 followers, XXX engagements