[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.] [@no_cap_cap](/creator/twitter/no_cap_cap) "Can $CMG.TO please announce an acquisition this week Tired of being underwater on it and how can you be a roll up if you dont roll anything up Its been so long I feel like something good has got to be in the works no"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946719537354961034) 2025-07-19 23:51:20 UTC XXX followers, XXX engagements "Sold half my $MSFT so should I get a starter in $MU or $FEIM"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944796123992076467) 2025-07-14 16:28:23 UTC XXX followers, 1462 engagements "April: "Descartes is now trading at 26x NTM EV/EBITDA which is down from 30x at the start of the year and below the mid-point of its 5-year range (28x average 20-36x range)." Even cheaper or if you prefer less expensive now:"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1935877128337404270) 2025-06-20 01:47:28 UTC XXX followers, XXX engagements ""This combination bolsters Synopsys strong financial position with projected margin expansion and greater unlevered free cash flow generation enabling rapid deleveraging over a period of two years.""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946261786275291581) 2025-07-18 17:32:24 UTC XXX followers, XX engagements "$MSFT was first back to a new ATH. Then $NVDA. $META intraday but now probably cooked for a while on its massive capex. So that means $AMZN probably next. Unless $GOOG or $AAPL a dark horse. (And TSLA should be replaced with a non-cult stonk.)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946014925450777060) 2025-07-18 01:11:28 UTC XXX followers, XXX engagements "$DSG.TO down XX% over that last quarter Revenues of $XXXXX million up XX% from $XXXXX million in the first quarter of fiscal 2025 (Q1FY25) Net income of $XXXX million up X% from $XXXX million in Q1FY25"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1934373307920556239) 2025-06-15 22:11:50 UTC XXX followers, 1131 engagements "If this is right gotta admit it's very tempting "with $ANSS $SNPS has $XX of EPS power which this thing is not at all priced for""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946265564080742623) 2025-07-18 17:47:24 UTC XXX followers, XXX engagements ""based on my knowledge of Danaher I was certain that a similar serial acquirer model would be successful in Japan""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944445318306955401) 2025-07-13 17:14:24 UTC XXX followers, XXX engagements "So far have been wrong on this one but am so so tempted to keep averaging down. That's probably the wrong thing to do since the market is smarter than me but personally I don't see any reason for the sell off so to me looks like the same discounted cashflows for cheaper"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946611562476933368) 2025-07-19 16:42:17 UTC XXX followers, XX engagements "@TBU12345678 @JuanILebedev so now what since $MU has already hit your fair value"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946275166381891941) 2025-07-18 18:25:34 UTC XXX followers, XX engagements "What has a better return over the next XX weeks: $CSU.TO or $DSG.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1939389849951429091) 2025-06-29 18:25:47 UTC XXX followers, 1019 engagements "is something starting to happen $FOUR Interesting that a lot of smart valuation oriented guys on here are long $FOUR whereas $DLO has a lot of traction with Finfluencers. Im sure both will do well. I dont know which will outperform but I feel way more confident in $FOUR"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1938648654853874126) 2025-06-27 17:20:32 UTC XXX followers, 1647 engagements "Which performs better over the next X years: $LMN.V or $FFH.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1932660365927825585) 2025-06-11 04:45:12 UTC XXX followers, 2036 engagements "Seems like the big question is Samsung qualification. $MU bulls argue it is just a negotiating tactic on the part of NVDA. But TBU is pointing out that if Samsung gets qualified and then goes with Micron that's bad for Micron's pricing and if NVDA goes with Samsung that is also bad for Micron. But also people seem to think there is no reason Samsung won't be able to pull it off. So only Micron bull case is Samsung fails qualification or HBM demand exceeds Samsung joining the fray. Thoughts"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946292993339842904) 2025-07-18 19:36:24 UTC XXX followers, XX engagements "@amplifythealpha Been following Bitcoin and crypto since 2017 and have been very wrong on how popular they would become as "assets" but I do think investing in a branded internet coin created by software is extremely risky (and foolish). I prefer investing in companies growing their EPS ✌"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947023070860095851) 2025-07-20 19:57:28 UTC XXX followers, XX engagements "@amplifythealpha is it still X MB blocks with X tps haven't been following it since those days as it was an expensive slow dinosaur back then"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947026148556447814) 2025-07-20 20:09:42 UTC XXX followers, XX engagements "Which performs better over the next six months: $FOUR or $FIVE"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944597593058611400) 2025-07-14 03:19:29 UTC XXX followers, 1324 engagements "It's alive $FOUR "Shift4 Completes Acquisition Of Global Blue""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1940779485982609637) 2025-07-03 14:27:42 UTC XXX followers, 4191 engagements "@amplifythealpha Agree to disagree. Will be a zero one day imo. It is purely a brand. There are now over XX million cryptocurrencies so the idea they are scare is a joke. Anyway don't want to waste time arguing about it. Have a nice Sunday 🤟"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947018423659384842) 2025-07-20 19:39:00 UTC XXX followers, XX engagements "market apparently loved this dont really follow it convenience stores just dont seem like a great business to memaybe because as kids we all went through a phase where we discovered the five finger discount"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946054498541265118) 2025-07-18 03:48:43 UTC XXX followers, XXX engagements "If $GOOG does report another great Q then I think that could be the catalyst it needs like happened with $MSFT"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946633682309328940) 2025-07-19 18:10:11 UTC XXX followers, XXX engagements "Harlan still believes supply is very tight. $MU"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944940336377422005) 2025-07-15 02:01:26 UTC XXX followers, XXX engagements "@TomSmith839 went outside last weekend and hated it just felt tired bored and restless the whole time but you are definitely right that buying shitcos and whatever is most expensive is where all the money is rn 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946605615188722134) 2025-07-19 16:18:39 UTC XXX followers, XX engagements "@bizalmanac I just got this one and its pretty good"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946452976983560624) 2025-07-19 06:12:07 UTC XXX followers, XX engagements "@lol_kikko Issue for me is more that it's now a X% position. I do have a little more cash and am so tempted to add because *seems like a good opp* but also last year averaging down on some stocks didn't work out well for me so want to btd but been burned recently"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947040703420502270) 2025-07-20 21:07:32 UTC XXX followers, XX engagements "As a natural born knife catcher my bet is currently on $DSG.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1939741747573399660) 2025-06-30 17:44:05 UTC XXX followers, XXX engagements "@KairosPraxis so is this AMZN and MSFT situation as bad as you were thinking"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945713714830926008) 2025-07-17 05:14:33 UTC XXX followers, XXX engagements "@RedshirtInsight @PointBreakout You may be right that it's only interesting if cheaper since not in a great sector but as long as things don't get any worse I don't think it will fall more. Just need a good acquisition to show they are on track for CMG XXX in order to improve sentiment"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946980483281383702) 2025-07-20 17:08:15 UTC XXX followers, XX engagements "HaaS-SaaS comp: $V $CLPT $CLBT $BLN.TO $FOUR Is BLN not cheap"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946612073238339700) 2025-07-19 16:44:19 UTC XXX followers, XXX engagements "opportunity $DSG.TO Q1FY26: Net income of $XXXX million up X% from $XXXX million in Q1FY25 and down from $XXXX million in Q4FY25. Net income as a percentage of revenues was XX% compared to XX% in Q1FY25 and XX% in Q4FY25"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1930688118858149981) 2025-06-05 18:08:12 UTC XXX followers, XXX engagements "And then the reason its cheaper right now is because of the question marks you pointed to but if one thinks they will likely get resolved in a net positive way then that means now is a good opp. I see it like NVDA in March and April: hiding in plain sight. Though this is just a vibes based analysis from a tourist"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944890167942336516) 2025-07-14 22:42:05 UTC XXX followers, XXX engagements
[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.]
@no_cap_cap
"Can $CMG.TO please announce an acquisition this week Tired of being underwater on it and how can you be a roll up if you dont roll anything up Its been so long I feel like something good has got to be in the works no"
@no_cap_cap on X 2025-07-19 23:51:20 UTC XXX followers, XXX engagements
"Sold half my $MSFT so should I get a starter in $MU or $FEIM" @no_cap_cap on X 2025-07-14 16:28:23 UTC XXX followers, 1462 engagements
"April: "Descartes is now trading at 26x NTM EV/EBITDA which is down from 30x at the start of the year and below the mid-point of its 5-year range (28x average 20-36x range)." Even cheaper or if you prefer less expensive now:" @no_cap_cap on X 2025-06-20 01:47:28 UTC XXX followers, XXX engagements
""This combination bolsters Synopsys strong financial position with projected margin expansion and greater unlevered free cash flow generation enabling rapid deleveraging over a period of two years."" @no_cap_cap on X 2025-07-18 17:32:24 UTC XXX followers, XX engagements
"$MSFT was first back to a new ATH. Then $NVDA. $META intraday but now probably cooked for a while on its massive capex. So that means $AMZN probably next. Unless $GOOG or $AAPL a dark horse. (And TSLA should be replaced with a non-cult stonk.)" @no_cap_cap on X 2025-07-18 01:11:28 UTC XXX followers, XXX engagements
"$DSG.TO down XX% over that last quarter Revenues of $XXXXX million up XX% from $XXXXX million in the first quarter of fiscal 2025 (Q1FY25) Net income of $XXXX million up X% from $XXXX million in Q1FY25" @no_cap_cap on X 2025-06-15 22:11:50 UTC XXX followers, 1131 engagements
"If this is right gotta admit it's very tempting "with $ANSS $SNPS has $XX of EPS power which this thing is not at all priced for"" @no_cap_cap on X 2025-07-18 17:47:24 UTC XXX followers, XXX engagements
""based on my knowledge of Danaher I was certain that a similar serial acquirer model would be successful in Japan"" @no_cap_cap on X 2025-07-13 17:14:24 UTC XXX followers, XXX engagements
"So far have been wrong on this one but am so so tempted to keep averaging down. That's probably the wrong thing to do since the market is smarter than me but personally I don't see any reason for the sell off so to me looks like the same discounted cashflows for cheaper" @no_cap_cap on X 2025-07-19 16:42:17 UTC XXX followers, XX engagements
"@TBU12345678 @JuanILebedev so now what since $MU has already hit your fair value" @no_cap_cap on X 2025-07-18 18:25:34 UTC XXX followers, XX engagements
"What has a better return over the next XX weeks: $CSU.TO or $DSG.TO" @no_cap_cap on X 2025-06-29 18:25:47 UTC XXX followers, 1019 engagements
"is something starting to happen $FOUR Interesting that a lot of smart valuation oriented guys on here are long $FOUR whereas $DLO has a lot of traction with Finfluencers. Im sure both will do well. I dont know which will outperform but I feel way more confident in $FOUR" @no_cap_cap on X 2025-06-27 17:20:32 UTC XXX followers, 1647 engagements
"Which performs better over the next X years: $LMN.V or $FFH.TO" @no_cap_cap on X 2025-06-11 04:45:12 UTC XXX followers, 2036 engagements
"Seems like the big question is Samsung qualification. $MU bulls argue it is just a negotiating tactic on the part of NVDA. But TBU is pointing out that if Samsung gets qualified and then goes with Micron that's bad for Micron's pricing and if NVDA goes with Samsung that is also bad for Micron. But also people seem to think there is no reason Samsung won't be able to pull it off. So only Micron bull case is Samsung fails qualification or HBM demand exceeds Samsung joining the fray. Thoughts" @no_cap_cap on X 2025-07-18 19:36:24 UTC XXX followers, XX engagements
"@amplifythealpha Been following Bitcoin and crypto since 2017 and have been very wrong on how popular they would become as "assets" but I do think investing in a branded internet coin created by software is extremely risky (and foolish). I prefer investing in companies growing their EPS ✌" @no_cap_cap on X 2025-07-20 19:57:28 UTC XXX followers, XX engagements
"@amplifythealpha is it still X MB blocks with X tps haven't been following it since those days as it was an expensive slow dinosaur back then" @no_cap_cap on X 2025-07-20 20:09:42 UTC XXX followers, XX engagements
"Which performs better over the next six months: $FOUR or $FIVE" @no_cap_cap on X 2025-07-14 03:19:29 UTC XXX followers, 1324 engagements
"It's alive $FOUR "Shift4 Completes Acquisition Of Global Blue"" @no_cap_cap on X 2025-07-03 14:27:42 UTC XXX followers, 4191 engagements
"@amplifythealpha Agree to disagree. Will be a zero one day imo. It is purely a brand. There are now over XX million cryptocurrencies so the idea they are scare is a joke. Anyway don't want to waste time arguing about it. Have a nice Sunday 🤟" @no_cap_cap on X 2025-07-20 19:39:00 UTC XXX followers, XX engagements
"market apparently loved this dont really follow it convenience stores just dont seem like a great business to memaybe because as kids we all went through a phase where we discovered the five finger discount" @no_cap_cap on X 2025-07-18 03:48:43 UTC XXX followers, XXX engagements
"If $GOOG does report another great Q then I think that could be the catalyst it needs like happened with $MSFT" @no_cap_cap on X 2025-07-19 18:10:11 UTC XXX followers, XXX engagements
"Harlan still believes supply is very tight. $MU" @no_cap_cap on X 2025-07-15 02:01:26 UTC XXX followers, XXX engagements
"@TomSmith839 went outside last weekend and hated it just felt tired bored and restless the whole time but you are definitely right that buying shitcos and whatever is most expensive is where all the money is rn 🫤" @no_cap_cap on X 2025-07-19 16:18:39 UTC XXX followers, XX engagements
"@bizalmanac I just got this one and its pretty good" @no_cap_cap on X 2025-07-19 06:12:07 UTC XXX followers, XX engagements
"@lol_kikko Issue for me is more that it's now a X% position. I do have a little more cash and am so tempted to add because seems like a good opp but also last year averaging down on some stocks didn't work out well for me so want to btd but been burned recently" @no_cap_cap on X 2025-07-20 21:07:32 UTC XXX followers, XX engagements
"As a natural born knife catcher my bet is currently on $DSG.TO" @no_cap_cap on X 2025-06-30 17:44:05 UTC XXX followers, XXX engagements
"@KairosPraxis so is this AMZN and MSFT situation as bad as you were thinking" @no_cap_cap on X 2025-07-17 05:14:33 UTC XXX followers, XXX engagements
"@RedshirtInsight @PointBreakout You may be right that it's only interesting if cheaper since not in a great sector but as long as things don't get any worse I don't think it will fall more. Just need a good acquisition to show they are on track for CMG XXX in order to improve sentiment" @no_cap_cap on X 2025-07-20 17:08:15 UTC XXX followers, XX engagements
"HaaS-SaaS comp: $V $CLPT $CLBT $BLN.TO $FOUR Is BLN not cheap" @no_cap_cap on X 2025-07-19 16:44:19 UTC XXX followers, XXX engagements
"opportunity $DSG.TO Q1FY26: Net income of $XXXX million up X% from $XXXX million in Q1FY25 and down from $XXXX million in Q4FY25. Net income as a percentage of revenues was XX% compared to XX% in Q1FY25 and XX% in Q4FY25" @no_cap_cap on X 2025-06-05 18:08:12 UTC XXX followers, XXX engagements
"And then the reason its cheaper right now is because of the question marks you pointed to but if one thinks they will likely get resolved in a net positive way then that means now is a good opp. I see it like NVDA in March and April: hiding in plain sight. Though this is just a vibes based analysis from a tourist" @no_cap_cap on X 2025-07-14 22:42:05 UTC XXX followers, XXX engagements