[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.] #  @7LukeHallard Luke Hallard Luke Hallard posts on X about tesla, $isrg, $meli, $rklb the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::14196664/interactions)  - X Week XXXXXX +1,290% - X Month XXXXXX +66% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::14196664/posts_active)  - X Week XX +93% - X Month XX +22% - X Months XXX -XX% - X Year XXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::14196664/followers)  - X Week XXXXXX +0.83% - X Month XXXXXX +2.30% - X Months XXXXXX +16% - X Year XXXXXX +44% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::14196664/influencer_rank)  ### Social Influence [#](/creator/twitter::14196664/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [tesla](/topic/tesla) #2055, [$isrg](/topic/$isrg) #20, [$meli](/topic/$meli) #53, [$rklb](/topic/$rklb) #122, [$googl](/topic/$googl) 8.54%, [$tsla](/topic/$tsla) #445, [generated](/topic/generated) 7.32%, [$cash](/topic/$cash) #6, [crowdstrike](/topic/crowdstrike) #118, [$crwd](/topic/$crwd) #74 **Top accounts mentioned or mentioned by** [@7flyingplatypus](/creator/undefined) [@fromvalue](/creator/undefined) [@7innovator](/creator/undefined) [@contraturtlesg](/creator/undefined) [@kellyjo1822](/creator/undefined) [@fools_gd](/creator/undefined) [@bezosric](/creator/undefined) [@contraturtlex](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@dillon_valdez](/creator/undefined) [@poelmans737](/creator/undefined) [@arkinvest](/creator/undefined) [@dkthomp](/creator/undefined) [@bastinda](/creator/undefined) [@beyondearthtech](/creator/undefined) [@7investing](/creator/undefined) [@malling](/creator/undefined) [@public](/creator/undefined) [@invesquotes](/creator/undefined) [@dividendgrowth](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [MercadoLibre Inc (MELI)](/topic/$meli) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Novo-Nordisk (NVO)](/topic/$nvo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Sea Limited (SE)](/topic/sea-limited) [NuCypher (NU)](/topic/$nu) [Palantir (PLTR)](/topic/$pltr) [Axon Enterprise, Inc. (AXON)](/topic/$axon) ### Top Social Posts [#](/creator/twitter::14196664/posts) --- Top posts by engagements in the last XX hours "On the buy side I doubled my position in Novo Nordisk $NVO to a XXX% allocation. My thesis is centred on the upcoming oral version of Wegovy which showed superior results to competitors in clinical trials and is expected to get an FDA decision by year-end" [X Link](https://x.com/7LukeHallard/status/1978888162429571478) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements "The net result of this rebalancing is an increase in my cash position from XXXX% to 18.7%. Given prevailing market conditions which seem stretched my current target is to get closer to XX% cash (plus fixed income) by year-end" [X Link](https://x.com/7LukeHallard/status/1978888165956911310) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1943981745881108736) [@7LukeHallard](/creator/x/7LukeHallard) 2025-07-12T10:32Z 18.4K followers, 13.1K engagements "@LoRezTrader I own both (ISRG since 2006) but respectfully the moats really aren't that comparable. $ISRG has literally trained a generation of surgeons on its solution it's culturally embedded. $TMDX has a leading solution but one that's replicable by a sufficiently motivated competitor" [X Link](https://x.com/7LukeHallard/status/1977480127631196215) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-12T21:02Z 18.4K followers, XXX engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Oct 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXX% X. $GOOGL - Alphabet - XXX% X. $TSLA - Tesla - XXX% X. $MELI - MercadoLibre - XXX% X. $AMZN - Amazon - XXX% X. $ASTS - AST SpaceMobile - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir -" [X Link](https://x.com/7LukeHallard/status/1978888154917568784) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, 17.6K engagements "I had planned to add to Brazilian fintech NuBank this month but it appears the company is making a serious attempt to expand into North America. This makes me incredibly nervous as an investor. Sea Limited $SE had a disastrous few years following a botched overexpansion into Europe and South America and I'm still feeling the pain of this. I have a XXX% allocation to $NU so for now think I'm just going to wait and see how the international story plays out" [X Link](https://x.com/7LukeHallard/status/1978888168255717616) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, 1646 engagements "I use a portfolio-wide Reverse Discounted Cash Flow analysis to stress-test the growth expectations of the stocks in my porfolio it's an invaluable 'sniff-test' on all the companies I own You can download my template at the link below:" [X Link](https://x.com/7LukeHallard/status/1978888170704961991) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:18Z 18.4K followers, 1418 engagements "I've been investing in world-class companies committed to shaping a better future for the past XX years. Here's everything I own today plus details of the trades I've made in the past month: = high conviction at current valuation X. $USD - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $AXON - Axon - XXX% X. $RKLB - Rocket Lab - XXX% X. $NVDA - NVIDIA - XXX% XX. $AMZN - Amazon - XXX% XX. $TTD - The Trade Desk - XXX% XX. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $IIND" [X Link](https://x.com/7LukeHallard/status/1842170525423919540) [@7LukeHallard](/creator/x/7LukeHallard) 2024-10-04T11:50Z 18.4K followers, 41.5K engagements "I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%" [X Link](https://x.com/7LukeHallard/status/1900218866225070586) [@7LukeHallard](/creator/x/7LukeHallard) 2025-03-13T16:14Z 18.4K followers, 68.7K engagements "I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA" [X Link](https://x.com/7LukeHallard/status/1912097938517426354) [@7LukeHallard](/creator/x/7LukeHallard) 2025-04-15T10:57Z 18.4K followers, 56.6K engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1922280237242466357) [@7LukeHallard](/creator/x/7LukeHallard) 2025-05-13T13:18Z 18.4K followers, 16K engagements "I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15." [X Link](https://x.com/7LukeHallard/status/1933258921235657118) [@7LukeHallard](/creator/x/7LukeHallard) 2025-06-12T20:23Z 18.4K followers, 29.5K engagements "What happens when you're too successful We tackle the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. We flip the script to find the answers. + White Fiber $WYFI could this be next AI data center play" [X Link](https://x.com/7LukeHallard/status/1972647560318984476) [@7LukeHallard](/creator/x/7LukeHallard) 2025-09-29T13:00Z 18.4K followers, 2099 engagements "This month saw a significant rebalancing prompted by some sleepless nights over high valuations and portfolio concentration My biggest move was trimming my largest holding Rocket Lab $RKLB. There's no change in my long-term conviction for the company this was purely a risk management decision to reduce the position size with a goal of getting to XX% exposure by year end" [X Link](https://x.com/7LukeHallard/status/1978888157421539816) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements "I also trimmed Palantir $PLTR and Axon $AXON due to concerns over their demanding valuations and also excessive stock-based compensation at Axon. My Reverse DCF model suggests they both need to grow free cash flow by over XX% annually for ten years to justify the current price which seems rather a stretch I plan to revalidate my thesis for Axon once Q3 results arrive in November" [X Link](https://x.com/7LukeHallard/status/1978888159988760826) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements "I also cleaned house by selling my entire position in Airtel Africa $AAF. While the original thesis remains intact I was no longer tracking it closely enough and prefer to concentrate capital into holdings where I have higher conviction and active interest" [X Link](https://x.com/7LukeHallard/status/1978888164321431830) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-16T18:17Z 18.4K followers, XXX engagements "@BleedingEdgeAM @OwenRask I see they're rolling out FSD beta in the Aus market Anirban. London is next year apparently. I didn't spec FSD on my Highland didn't expect progress in this market so soon. How did they market the pilot program to Tesla owners where you're based" [X Link](https://x.com/7LukeHallard/status/1979432232960872568) [@7LukeHallard](/creator/x/7LukeHallard) 2025-10-18T06:19Z 18.4K 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.]
@7LukeHallard Luke Hallard
Luke Hallard posts on X about tesla, $isrg, $meli, $rklb the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +1,290%
- X Month XXXXXX +66%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +93%
- X Month XX +22%
- X Months XXX -XX%
- X Year XXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.83%
- X Month XXXXXX +2.30%
- X Months XXXXXX +16%
- X Year XXXXXX +44%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% automotive brands XXXX% countries XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence tesla #2055, $isrg #20, $meli #53, $rklb #122, $googl 8.54%, $tsla #445, generated 7.32%, $cash #6, crowdstrike #118, $crwd #74
Top accounts mentioned or mentioned by @7flyingplatypus @fromvalue @7innovator @contraturtlesg @kellyjo1822 @fools_gd @bezosric @contraturtlex @fiscoraoriginal @dillon_valdez @poelmans737 @arkinvest @dkthomp @bastinda @beyondearthtech @7investing @malling @public @invesquotes @dividendgrowth
Top assets mentioned Tesla, Inc. (TSLA) Intuitive Surgical, Inc. (ISRG) MercadoLibre Inc (MELI) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD) Novo-Nordisk (NVO) TransMedics Group, Inc. Common Stock (TMDX) Sea Limited (SE) NuCypher (NU) Palantir (PLTR) Axon Enterprise, Inc. (AXON)
Top Social Posts #
Top posts by engagements in the last XX hours
"On the buy side I doubled my position in Novo Nordisk $NVO to a XXX% allocation. My thesis is centred on the upcoming oral version of Wegovy which showed superior results to competitors in clinical trials and is expected to get an FDA decision by year-end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, XXX engagements
"The net result of this rebalancing is an increase in my cash position from XXXX% to 18.7%. Given prevailing market conditions which seem stretched my current target is to get closer to XX% cash (plus fixed income) by year-end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, XXX engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Jul 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% 15."
X Link @7LukeHallard 2025-07-12T10:32Z 18.4K followers, 13.1K engagements
"@LoRezTrader I own both (ISRG since 2006) but respectfully the moats really aren't that comparable. $ISRG has literally trained a generation of surgeons on its solution it's culturally embedded. $TMDX has a leading solution but one that's replicable by a sufficiently motivated competitor"
X Link @7LukeHallard 2025-10-12T21:02Z 18.4K followers, XXX engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Oct 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $RKLB - Rocket Lab - XXXX% X. $ISRG - Intuitive Surgical - XXX% X. $GOOGL - Alphabet - XXX% X. $TSLA - Tesla - XXX% X. $MELI - MercadoLibre - XXX% X. $AMZN - Amazon - XXX% X. $ASTS - AST SpaceMobile - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $NVDA - NVIDIA - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir -"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, 17.6K engagements
"I had planned to add to Brazilian fintech NuBank this month but it appears the company is making a serious attempt to expand into North America. This makes me incredibly nervous as an investor. Sea Limited $SE had a disastrous few years following a botched overexpansion into Europe and South America and I'm still feeling the pain of this. I have a XXX% allocation to $NU so for now think I'm just going to wait and see how the international story plays out"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, 1646 engagements
"I use a portfolio-wide Reverse Discounted Cash Flow analysis to stress-test the growth expectations of the stocks in my porfolio it's an invaluable 'sniff-test' on all the companies I own You can download my template at the link below:"
X Link @7LukeHallard 2025-10-16T18:18Z 18.4K followers, 1418 engagements
"I've been investing in world-class companies committed to shaping a better future for the past XX years. Here's everything I own today plus details of the trades I've made in the past month: = high conviction at current valuation X. $USD - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $AXON - Axon - XXX% X. $RKLB - Rocket Lab - XXX% X. $NVDA - NVIDIA - XXX% XX. $AMZN - Amazon - XXX% XX. $TTD - The Trade Desk - XXX% XX. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $IIND"
X Link @7LukeHallard 2024-10-04T11:50Z 18.4K followers, 41.5K engagements
"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AXON - Axon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA - 1.9%"
X Link @7LukeHallard 2025-03-13T16:14Z 18.4K followers, 68.7K engagements
"I've generated a XXXX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: Apr 2025 = high conviction at current valuation X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $MELI - MercadoLibre - XXX% X. $GOOGL - Alphabet - XXX% X. $CRWD - Crowdstrike - XXX% X. $TSLA - Tesla - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $AMZN - Amazon - XXX% XX. $SE - Sea Ltd - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $ADYEN - Adyen - XXX% XX. $NVDA - NVIDIA"
X Link @7LukeHallard 2025-04-15T10:57Z 18.4K followers, 56.6K engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: May 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $RKLB - Rocket Lab - XXX% X. $TSLA - Tesla - XXX% X. $CRWD - Crowdstrike - XXX% X. $WISE - Wise - XXX% X. $AXON - Axon - XXX% XX. $SE - Sea Ltd - XXX% XX. $AMZN - Amazon - XXX% XX. $IIND - India ETF - XXX% XX. $PLTR - Palantir - XXX% XX. $ADYEN - Adyen - XXX% 15."
X Link @7LukeHallard 2025-05-13T13:18Z 18.4K followers, 16K engagements
"I've generated a XX% CAGR over XX years by investing in world-class companies committed to shaping a better future. Here's everything I own today: June 2025 = high conviction = bought / added = trimmed / sold X. $CASH - Cash - XXXX% X. $ISRG - Intuitive Surgical - XXXX% X. $RKLB - Rocket Lab - XXX% X. $GOOGL - Alphabet - XXX% X. $MELI - MercadoLibre - XXX% X. $TSLA - Tesla - XXX% X. $AMZN - Amazon - XXX% X. $AXON - Axon - XXX% X. $WISE - Wise - XXX% XX. $SE - Sea Ltd - XXX% XX. $CRWD - Crowdstrike - XXX% XX. $PLTR - Palantir - XXX% XX. $IIND - India ETF - XXX% XX. $NVDA - NVIDIA - XXX% 15."
X Link @7LukeHallard 2025-06-12T20:23Z 18.4K followers, 29.5K engagements
"What happens when you're too successful We tackle the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. We flip the script to find the answers. + White Fiber $WYFI could this be next AI data center play"
X Link @7LukeHallard 2025-09-29T13:00Z 18.4K followers, 2099 engagements
"This month saw a significant rebalancing prompted by some sleepless nights over high valuations and portfolio concentration My biggest move was trimming my largest holding Rocket Lab $RKLB. There's no change in my long-term conviction for the company this was purely a risk management decision to reduce the position size with a goal of getting to XX% exposure by year end"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, XXX engagements
"I also trimmed Palantir $PLTR and Axon $AXON due to concerns over their demanding valuations and also excessive stock-based compensation at Axon. My Reverse DCF model suggests they both need to grow free cash flow by over XX% annually for ten years to justify the current price which seems rather a stretch I plan to revalidate my thesis for Axon once Q3 results arrive in November"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, XXX engagements
"I also cleaned house by selling my entire position in Airtel Africa $AAF. While the original thesis remains intact I was no longer tracking it closely enough and prefer to concentrate capital into holdings where I have higher conviction and active interest"
X Link @7LukeHallard 2025-10-16T18:17Z 18.4K followers, XXX engagements
"@BleedingEdgeAM @OwenRask I see they're rolling out FSD beta in the Aus market Anirban. London is next year apparently. I didn't spec FSD on my Highland didn't expect progress in this market so soon. How did they market the pilot program to Tesla owners where you're based"
X Link @7LukeHallard 2025-10-18T06:19Z 18.4K followers, XXX engagements