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# ![@Alerts_Bullish Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1801986925189808128.png) @Alerts_Bullish Bullish Stock

Bullish Stock posts on X about bullish, strong, ai, longterm the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1801986925189808128/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801986925189808128/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +89%
- X Months XXXXXXX +177%
- X Year XXXXXXX +2,824%

### Mentions: XX [#](/creator/twitter::1801986925189808128/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801986925189808128/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +93%
- X Months XXXXX +156%
- X Year XXXXX +1,490%

### Followers: XXX [#](/creator/twitter::1801986925189808128/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801986925189808128/c:line/m:followers.svg)

- X Week XXX +2%
- X Month XXX +6%
- X Months XXX +61%
- X Year XXX +879%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1801986925189808128/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801986925189808128/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[bullish](/topic/bullish) #506, [strong](/topic/strong) 9.09%, [ai](/topic/ai) 9.09%, [longterm](/topic/longterm) #398, [dividend](/topic/dividend) #364, [$btc](/topic/$btc) #2939, [china](/topic/china) 4.13%, [cash flow](/topic/cash-flow) #250, [flow](/topic/flow) 3.31%, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@malonewealth](/creator/undefined) [@dividendology](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Basis Cash (BAC)](/topic/$bac) [Morgan Stanley (MS)](/topic/$ms) [GammaSwap (GS)](/topic/$gs) [JPMorgan Chase (JPM)](/topic/$jpm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin Gold (BTG)](/topic/$btg) [General Mills, Inc. (GIS)](/topic/$gis) [Adobe, Inc. (ADBE)](/topic/$adbe) [Convex Finance (CVX)](/topic/$cvx) [NuCypher (NU)](/topic/$nu) [Copart, Inc. (CPRT)](/topic/$cprt) [SPX6900 (SPX)](/topic/$spx) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eroscoin (ERO)](/topic/$ero) [Gravity Finance (GFI)](/topic/$gfi) [Microsoft Corp. (MSFT)](/topic/$msft) [Goldman Sachs (GS)](/topic/goldman-sachs) [BlackRock Inc (BLK)](/topic/blackrock) [AstraZeneca PLC (AZN)](/topic/$azn) [SAP SE (SAP)](/topic/$sap) [Bank of America (BAC)](/topic/bank-of-america) [Wells Fargo & Co (WFC)](/topic/$wfc) [Barrick Gold Corp. (GOLD)](/topic/$gold) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Datadog Inc (DDOG)](/topic/$ddog) [SKALE (SKL)](/topic/$skl) [Walmart, Inc. (WMT)](/topic/$wmt) [Ape Now Think Later (KLARNA)](/topic/$klarna) [Klarna Group (KLAR)](/topic/klarna) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Campbell Soup Company (CPB)](/topic/$cpb) [Kraft Heinz Co (KHC)](/topic/$khc)
### Top Social Posts
Top posts by engagements in the last XX hours

"🔥 Bullish on $BTG (B2Gold). Low-cost production strong cash flow and rising gold prices create a powerful setup. New project ramps + solid reserves give $BTG one of the best risk-reward profiles in mid-tier gold"  
[X Link](https://x.com/Alerts_Bullish/status/1994095778231411046)  2025-11-27T17:27Z XXX followers, XXX engagements


"2 stocks entering a major CYCLICAL REVERSAL heres my playbook. X. $PYPL Clear asymmetrical setup. Accumulation zone: $50$40 Target: $120150 X. $JD Top-quality Chinese value play. Anything under $XX = buy Target: $110130"  
[X Link](https://x.com/Alerts_Bullish/status/1994439948942885180)  2025-11-28T16:15Z XXX followers, XXX engagements


"Everyone obsesses over Dividend Aristocrat lists But they often ignore the quiet compounding machines. General Mills $GIS: No dividend cut since 1929 Profit margin: XXXX% Fwd P/E: 13.1x Yield: XXX% Payout ratio: 45.5%"  
[X Link](https://x.com/Alerts_Bullish/status/1996297909558468912)  2025-12-03T19:18Z XXX followers, XXX engagements


"Datadog's customer base grows to 32000 (+9.5% YoY) with 4060 customers having ARR $100K (+16.3%). These top clients drive XX% of ARR showing strong enterprise adoption. XX% of customers use 2+ products up from last year. $DDOG is expanding well. 📈"  
[X Link](https://x.com/Alerts_Bullish/status/1997712712500191341)  2025-12-07T17:00Z XXX followers, XXX engagements


"$ADBE Down 35%+ YTD on AI disruption fears. But industry standard (Photoshop PDF) massive switching costs Firefly AI integrated into tools. High margins predictable subs heavy buybacks. Fear overblown = opportunity #Adobe #AI"  
[X Link](https://x.com/Alerts_Bullish/status/1998366894764777926)  2025-12-09T12:19Z XXX followers, XXX engagements


"$SKL ❌ XXX if L2 competition crushes it ⚪ XXXX in a broad altseason ✅ XX only in a high-beta speculative run"  
[X Link](https://x.com/Alerts_Bullish/status/1992609663758770401)  2025-11-23T15:02Z XXX followers, XXX engagements


"$WMT steady as ever: strong grocery share + e-commerce growth. Mid-term: Neutral/Bullish Long-term: Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994726588408369658)  2025-11-29T11:14Z XXX followers, XXX engagements


"$GS benefits from a recovering IPO/M&A pipeline + strong asset management. Mid-term: Bullish Long-term: Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994726641743102385)  2025-11-29T11:14Z XXX followers, XXX engagements


"$CVX stable but oil volatility caps upside. Strong balance sheet. Mid-term: Neutral Long-term: Neutral/Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994727007108870572)  2025-11-29T11:15Z XXX followers, XXX engagements


"$Klarna launches $KlarnaUSD a fully reserved USD stablecoin on Stripe/Paradigm's Tempo blockchainfirst bank to issue there testnet live now public mainnet 2026. With $112B GMV as adoption ramp it targets $120B annual cross-border fees. Game-changer"  
[X Link](https://x.com/Alerts_Bullish/status/1997621988203081962)  2025-12-07T10:59Z XXX followers, XXX engagements


"$REVOLUT hits $75B valuation (+67% YoY) $4B revenue $1.4B pre-tax profit Nvidia's NVentures on cap table. Beyond neobankit's Europe's AI-native financial super app blueprint rivaling $NU and legacy banks next decade"  
[X Link](https://x.com/Alerts_Bullish/status/1997678735378804794)  2025-12-07T14:45Z XXX followers, XXX engagements


"$WKL is down XX% from 52-week highs but boasts massive free cash flow at XXX% of net income. Serving professionals in XXX countries with vital software for law tax and health $WKL leverages serial acquisitions in a fragmented market with strong secular tailwinds. Dividend yield exceeds XXX% with a 5-year DPS CAGR of 10%+. 💼💰 Its 2024 revenue breaks down as: Health & Tax/Accounting each XX% (1.6B) Financial Compliance XX% Legal XX% and ESG 12%. North America drives XX% of sales with a subscription-heavy model ensuring stable recurring revenue. 📊🌍 $WKLs moat combines trusted expert content"  
[X Link](https://x.com/Alerts_Bullish/status/1997768074385412570)  2025-12-07T20:40Z XXX followers, XXX engagements


"4 defensive giants. Same sector. Completely different trajectories: $MDLZ Global brands strong margins steady compounding. $GIS Ultra-cheap valuation high yield resilient cash flow. $CPB Undervalued stable but slow and losing momentum. $KHC Big dividend but structural decline + earnings pressure. Same industry. Very different futures. 📌 If you had to hold just ONE of them for the next XX years 👉 Which stock would you choose for long-term investing Drop your pick below #Investing #Stocks #ValueInvesting #ConsumerStaples #LongTerm #DividendStocks"  
[X Link](https://x.com/Alerts_Bullish/status/1996980326720315877)  2025-12-05T16:29Z XXX followers, XXX engagements


"$CPRT Global online salvage vehicle auctions with strong two-sided network effects (more sellers more buyers loop). 250+ yards insurance moat disciplined leadership. Valuation finally reasonable after years of premium. Compounding machine #Copart #Moats"  
[X Link](https://x.com/Alerts_Bullish/status/1998397471400329286)  2025-12-09T14:21Z XXX followers, XXX engagements


"10 stocks now make up XX% of the $SPX. If Big Tech sneezes the market catches pneumonia. Understand the risks. Prepare accordingly. #Magnificent7 #AI #MarketCycle $AAPL $NVDA"  
[X Link](https://x.com/Alerts_Bullish/status/1998442319012331533)  2025-12-09T17:19Z XXX followers, XX engagements


"$FNGD $RGTZ $PLTZ have all my attention. You can make money on the long side but the excitement on making money on the short side is simply a different thing and that's why George Soros Jesse Livermore and Jim Chanos will remain legends forever"  
[X Link](https://x.com/Alerts_Bullish/status/1984598285521187043)  2025-11-01T12:27Z XXX followers, XXX engagements


"Turkish Lira Crash: -XX% The Lira has lost XX% of its value due to aggressive easing political interference and rising debt. 💸 Imports & living costs soar 📉 Savings vanish 🌍 Investors face huge currency risk #Turkey #Lira #CurrencyCrisis #Inflation"  
[X Link](https://x.com/Alerts_Bullish/status/1986524255169745067)  2025-11-06T20:01Z XXX followers, XXX engagements


"What is #EBITDA Does it even matter Here's everything you need to know about this controversial accounting metric: X What is EBITDA EBITDA stands for: Earnings Before Interest Taxes Depreciation Amortization"  
[X Link](https://x.com/Alerts_Bullish/status/1989340820689084629)  2025-11-14T14:33Z XXX followers, XXX engagements


"Africa is now the worlds #1 gold producer topping 1000 tonnes in 2024. Led by Ghana Mali and South Africa. 2024 output: Africa: 1010t Asia: 665t CIS: 584t LATAM: 519t North America: 500t A new gold powerhouse has emerged. $SVM $ERO $VGZ $GFI $XAU $XAG"  
[X Link](https://x.com/Alerts_Bullish/status/1989655964782661972)  2025-11-15T11:25Z XXX followers, XXX engagements


"JUST IN: XX% of all $BTC bought in the last XXX days is now underwater Higher than $COVID (92%) and $FTX (94%) Source: Bitcoin Archive"  
[X Link](https://x.com/Alerts_Bullish/status/1991256529018708405)  2025-11-19T21:25Z XXX followers, XXX engagements


"Consulting isnt evolving its breaking. What used to take teams frameworks and decks $GPT $OPENAI & $MSFT now do in seconds. Knowledge is a commodity. Value shifts to what AI cant replicate: trust alignment human complexity execution"  
[X Link](https://x.com/Alerts_Bullish/status/1992193335969108143)  2025-11-22T11:27Z XXX followers, XXX engagements


"$INVZ One of the only LiDAR players with REAL OEM contracts (BMW). Revenue ramp + autonomy demand rising. High risk huge upside if they land XX more programs. #autonomous #LiDAR #EV #tech"  
[X Link](https://x.com/Alerts_Bullish/status/1993438290520031688)  2025-11-25T21:54Z XXX followers, XXX engagements


"In XXX AD Constantine issued a 4.5g pure-gold coin that stayed unchanged for XXX years In XXX years $USD lost XX% of its purchasing power On eBay today: Debased Roman denarius: $XX Byzantine solidus: $2000 with $XXX in gold ($GLD) 1700-year lesson: scarcity wins"  
[X Link](https://x.com/Alerts_Bullish/status/1994092997370098112)  2025-11-27T17:16Z XXX followers, XX engagements


"$PDD bullish (ST/MT): explosive growth strong margins. $JD neutral (ST) / bullish (MT): weak China consumer now deep value later. $EL bearish (ST) / neutral (MT): premium beauty slowdown. $GFI bullish (ST/MT): gold strength + solid output"  
[X Link](https://x.com/Alerts_Bullish/status/1994297464107483526)  2025-11-28T06:49Z XXX followers, XXX engagements


"When Zoom $ZM was $600/sh in 2020 it had $XX million in income. Now Zoom is $87/sh with $X billion in income. What does that tell you about the current AI companies Source: Kevin Malone @Malone_Wealth"  
[X Link](https://x.com/Alerts_Bullish/status/1994430020899533107)  2025-11-28T15:35Z XXX followers, XXX engagements


"Top 2026 Market Outlooks curated for you 👇 Goldman Sachs J.P. Morgan UBS BNP Paribas Barclays Standard Chartered T. Rowe Price Invesco HSBC BlackRock all in one place: 🔗 GS: 🔗 JPM AM:"  
[X Link](https://x.com/Alerts_Bullish/status/1994433021915676933)  2025-11-28T15:47Z XXX followers, XXX engagements


"Were in a 5-layer Ponzi economy crypto private equity passive flows the #AI bubble all sitting on governments flooding the system with cheap money and debt. Enjoy the party while it lasts. 👇 Source: Sven Carlin"  
[X Link](https://x.com/Alerts_Bullish/status/1994542908217987110)  2025-11-28T23:04Z XXX followers, XXX engagements


"$ASML ASML Holding $ASML is the backbone of global chipmaking. EUV demand = monopoly power. Mid-term: Bullish Long-term: Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994726202330735030)  2025-11-29T11:12Z XXX followers, XX engagements


"$AVGO rides AI networking demand + VMware integration boosts recurring rev. Mid-term: Bullish Long-term: Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994726532590277053)  2025-11-29T11:14Z XXX followers, XX engagements


"$BAC stable but less explosive than $JPM. Rate compression = headwind. Mid-term: Neutral Long-term: Neutral/Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994726617479090462)  2025-11-29T11:14Z XXX followers, XXX engagements


"$IBM IBM Corp Mid-term: Neutral Long-term: Neutral/Bullish $AZN AstraZeneca Mid-term: Neutral Long-term: Bullish $SAP SAP SE Mid-term: Bullish Long-term: Bullish $MS Morgan Stanley Mid-term: Neutral Long-term: Neutral/Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994788960426758339)  2025-11-29T15:22Z XXX followers, XXX engagements


"$KO Coca-Cola Mid-term: Neutral Long-term: Bullish $CVX Chevron Mid-term: Neutral Long-term: Neutral $CSCO Cisco Mid-term: Bearish/Neutral Long-term: Neutral $UNH UnitedHealth Mid-term: Neutral Long-term: Bullish"  
[X Link](https://x.com/Alerts_Bullish/status/1994789037458993333)  2025-11-29T15:22Z XXX followers, XXX engagements


"Sam Altman just pulled off $100B of infrastructure with zero debt. Whos borrowing instead $ORCL $OBDC (Blue Owl) $SFTBY CoreWeave all loading up while OpenAI keeps a clean balance sheet and an unused $4B facility. Partners take the risk. OpenAI gets the upside. Its not hype its top-tier financial engineering. $MSFT $ORCL $OBDC $SFTBY"  
[X Link](https://x.com/Alerts_Bullish/status/1994882028093813045)  2025-11-29T21:31Z XXX followers, 1583 engagements


"💥 BREAKING : Amundi just tokenized its first money-market fund a major milestone for EU finance. Amundi + CACEIS completed their first blockchain-based transaction turning Amundi Funds Cash EUR into a hybrid fund (classic + tokenized) on Ethereum. Why it matters: Instant settlement 24/7 access Broader distribution Full transparency Opens the door to stablecoin & future CBDC subscriptions Europe isnt reacting anymore its building. $ETH $BNP $ACA $EUFN $IBIT $COIN"  
[X Link](https://x.com/Alerts_Bullish/status/1994883820206821763)  2025-11-29T21:39Z XXX followers, XXX engagements


"HSBCs breakdown of OpenAIs cloud deals is brutal: $288B in commitments potential costs up to $620B/yr and even bullish forecasts leave a $207B funding gap. Bottom line: the AI boom is massive but for OpenAI the math doesnt add up"  
[X Link](https://x.com/Alerts_Bullish/status/1995070677888712771)  2025-11-30T10:01Z XXX followers, XX engagements


"Took a $GOOGL Waymo in SF flawless. Meanwhile Europe is miles behind. Chinas $BIDU Apollo Go: 240M km 17M rides 50+ cities 250k rides/week. Waymo: 160M km 10M rides XX% fewer injuries. Europe A self-driving bus with a safety driver. Weve got the talent and roads just no deployment. If we dont move well be importing robotaxis (and the data) from others"  
[X Link](https://x.com/Alerts_Bullish/status/1995071593085587761)  2025-11-30T10:05Z XXX followers, 1012 engagements


"Top XX Largest Banks in the World (Market Cap in USD) X JPMorgan Chase $JPM $833B X Industrial & Commercial Bank of China $391B X Bank of America $BAC $388B X Agricultural Bank of China $372B X China Construction Bank $357B X Bank of China $279B X Wells Fargo $WFC $272B X Morgan Stanley $MS $264B X Goldman Sachs $GS $242B 🔟 HSBC $HSBC $238B XX Royal Bank of Canada $RY) $214B XX Citigroup $C $186B XX HDFC Bank $185B XX Mitsubishi UFJ $MUFG) $178B"  
[X Link](https://x.com/Alerts_Bullish/status/1995202313795895678)  2025-11-30T18:44Z XXX followers, 3290 engagements


"🚨 Dubai just became the first Middle Eastern government to officially accept $BTC and crypto. While Western regulators stall Dubai builds. They created the framework early attracted exchanges VCs institutions and positioned themselves as the safe haven for global capital. The next financial capital isnt NYC or London. Its Dubai"  
[X Link](https://x.com/Alerts_Bullish/status/1995202557313253726)  2025-11-30T18:45Z XXX followers, XX engagements


"Gemini X just made a $50000/year analysis free thanks to the new Google Finance integration. Gemini now pulls live market data and explains why $SPY $QQQ and $DIA moved not just +1% today. Growth vs value flows momentum shifts sector rotation all in seconds. Wall Street pays $24k/year for this. Now its free. Get the prompt here (you have to subscribe and it's free) :"  
[X Link](https://x.com/Alerts_Bullish/status/1995203011648565731)  2025-11-30T18:47Z XXX followers, XX engagements


"The XX most promising AI startup pitch decks of 2025 🔥 From Perplexity to Mistral ElevenLabs Synthesia Humane Hedra Gradient Labs Heidi Health and more all backed by top funds like a16z Sequoia Greylock Bain and Point72. A goldmine if you want to see how elite founders pitch and what VCs are saying yes to right now. Comment Decks and Ill send the link"  
[X Link](https://x.com/Alerts_Bullish/status/1995203310874132746)  2025-11-30T18:48Z XXX followers, XXX engagements


"Gold looks parabolic until you switch to a log chart. On a linear chart $GOLD looks like its going vertical toward $4000+. On a log scale the entire move sits perfectly on its long-term trend. No bubble. No blow-off top. 197080 was the only true parabolic episode. 200211 was a steady orderly bull cycle. 201824 looks extreme linearly but on log its normal exponential compounding. Fiscal expansion central-bank buying geopolitical risk and soft real yields explain the move not euphoria. Linear = emotion. Log = reality"  
[X Link](https://x.com/Alerts_Bullish/status/1995203671563383005)  2025-11-30T18:49Z XXX followers, XXX engagements


"🚀 $BLK just confirmed it: Bitcoin ETFs are now BlackRocks #1 revenue engine. Yes $IBIT is outperforming 1400+ ETFs.$IBITs record first year: $70B AUM in XXX days $52B net inflows $245M in fees Holds X% of all $BTC supplyBlackRock now manages $100B across its Bitcoin ETFs (US + Brazil). Its own Strategic Income fund even boosted its $IBIT position by +14%. Thats real institutional conviction.📌 Bottom line: Bitcoin isnt a niche anymore. Its a flagship product for the worlds biggest asset manager.👉 Free newsletter:"  
[X Link](https://x.com/Alerts_Bullish/status/1995207484349313110)  2025-11-30T19:05Z XXX followers, XXX engagements


"$AZN Bullish Pipeline strength + oncology leadership keeps revenue compounding despite high valuation. $SAP Bullish Cloud transition boosting margins; Europes strongest enterprise software moat. $MS Neutral Solid wealth-management engine but capital-markets exposure still cyclical. $WFC Bearish Cheap valuation yes but regulatory overhang + sluggish growth still limit upsid"  
[X Link](https://x.com/Alerts_Bullish/status/1995424320969973896)  2025-12-01T09:26Z XXX followers, XXX engagements


"Stable until proven otherwise 🤞 S&P just downgraded Tether to the lowest tier (5) citing non-T-bill collateral $BTC $gold corporate bonds) and weak transparency. A stablecoin must hold the peg at 1:1not XXX not 1.1regardless of what its CEO prefers to hold. Meanwhile in crypto land: As Strategy starts looking increasingly Ponzi-like Eric Larchevque launches The Bitcoin Society in Francea listed company aiming to build a strategic BTC treasury and grow economic influence. Cant wait to see where this goes 👀 More in this weeks newsletter"  
[X Link](https://x.com/Alerts_Bullish/status/1995564415320490297)  2025-12-01T18:43Z XXX followers, XX engagements


"Increasing my position in $WRD"  
[X Link](https://x.com/Alerts_Bullish/status/1995565099101343948)  2025-12-01T18:46Z XXX followers, XXX engagements


"$EDEN position averaged down turned positive for first time today. Edenred has a XX% upside potential in medium term. It pays a nice dividend too"  
[X Link](https://x.com/Alerts_Bullish/status/1995565275157233951)  2025-12-01T18:46Z XXX followers, XXX engagements


"Central banks just did the unthinkable: For the first time in nearly XX years they hold more gold than U.S. Treasuries. Q3Q4 2025: Gold reserves: $4.2T$4.5T Foreign-held $UST: $3.1T$3.5T after one of the fastest sell-offs since 2008 Central banks now drive XX% of global gold demand XXX pre-2020 levels. Exploration budgets already topped $12.8B YTD rigs in Nevada & Ontario booked into 2028. Translation: The most risk-aware capital on earth is rotating out of dollar IOUs and into the one asset they cant print and cant mine fast enough. The discovery-and-M&A cycle is just starting. Names to"  
[X Link](https://x.com/Alerts_Bullish/status/1995780233287413817)  2025-12-02T09:01Z XXX followers, XXX engagements


"$NU (Nu Holdings) quick facts: Reached $14B TTM revenue in XX quarters Faster than almost everyone ex-China Only $UBER got there faster but was heavily unprofitable then $AMZN needed XX quarters to hit $14B TTM Efficiency ratio (cost to generate $X of revenue): $NU now at XXXX% ✅ Other global banks: $JPM XX% $BAC XX% $C XX% $HSBC XX% $MS XX% $GS XX% $DB XX% ICBC XX% Lower = better. $NU went from worst (Q3 2021) to best (Q3 2025). And its only in X markets: Brazil Mexico Colombia. Profitable in just one so far (Brazil) profitability in Mexico/Colombia is still to come. This is one of the most"  
[X Link](https://x.com/Alerts_Bullish/status/1996184619192848681)  2025-12-03T11:47Z XXX followers, XXX engagements


"13F season highlight: $BRK.B (Berkshire Hathaway) disclosed a new stake of 17.8M shares of $GOOGL worth about $4.34B. $GOOGL is now the 10th largest position in the Berkshire portfolio Funded partly by trimming $AAPL again Important nuance: Warren Buffett himself has admitted he missed $GOOGL early despite seeing how much $GEICO used it This new $GOOGL position was almost certainly initiated by Ted Weschler and/or Todd Combs not Buffett directly Still when the ultimate quality-investor vehicle builds a multi-billion position in $GOOGL it says a lot about how they see its long-term compounding"  
[X Link](https://x.com/Alerts_Bullish/status/1996184703930380551)  2025-12-03T11:48Z XXX followers, XXX engagements


"$JD buying MediaMarkt Saturn and soon FNAC is just the beginning. Chinese retailers will dominate global retail: unmatched scale tech power razor-thin margins and total sourcing supremacy. Whether we like it or not the shift is already here. $PDD $JD $WRD"  
[X Link](https://x.com/Alerts_Bullish/status/1996292821930619213)  2025-12-03T18:57Z XXX followers, XXX engagements


"The one stock actually challenging $AMZN is $PDD. 5y rev CAGR XX% FCF +52%/yr GM XX% net margin XX% ROIC XX% vs XXX% WACC almost no debt (D/E 3%). Temu GMV: $0.3B $13B $29.5B $40B+ in X yrs. Yet it trades at 12x earnings. Insane engine with China & policy risk attached"  
[X Link](https://x.com/Alerts_Bullish/status/1996295060602954151)  2025-12-03T19:06Z XXX followers, XXX engagements


"When a Buy becomes a Hold In one dividend universe XX stocks moved from Buy Hold in a single month as prices ran up. Among them: Fidelity Information Services $FIS Bank of Montreal $BMO Amundi $AMUN US Bancorp $USB Takeaway: 📈 Rising prices dont make a business worse. 💰 But they do change the risk/return profile. Your process should tell you when a great business becomes a hold not add"  
[X Link](https://x.com/Alerts_Bullish/status/1996297811529552021)  2025-12-03T19:17Z XXX followers, XXX engagements


"In 2013 Watsco $WSO looked too boring HVAC distribution solid margins insiders heavily invested. I passed. Since then $WSO is up +493.2%. Some of the best compounders look dull on the surface: Sleepy sectors High margins Owner-operators Long runways The market chases stories. Wealth is built in boring cash machines. (At Bullish Stock Alerts we hunt exactly those underpriced cash engines.)"  
[X Link](https://x.com/Alerts_Bullish/status/1996298072721347001)  2025-12-03T19:18Z XXX followers, XXX engagements


"$CROX: A textbook case of disciplined entry Analysts were watching $CROX around $XXX. Instead of chasing they waited for the valuation to match the risk: 📉 Margin of safety hit at $XX 📈 Two weeks later: +15% move But the lesson isnt the +15%. Its the process: 🧠 Define your intrinsic value range 🛑 Let price come to you not the opposite 🎯 Size the position based on volatility + fundamentals"  
[X Link](https://x.com/Alerts_Bullish/status/1996299216411328606)  2025-12-03T19:23Z XXX followers, XXX engagements


"A rare upgrade you dont see often 🔥 ConocoPhillips $COP Why it matters: Cash flows remain strong despite commodity volatility Balance sheet discipline + capital returns = attractive setup Forward metrics screens well across DDM / PEG / Yield vs History When a mega-cap energy name gets a deep-value signal across multiple models Thats usually worth a closer look. Energy might be boring but boring often pays"  
[X Link](https://x.com/Alerts_Bullish/status/1996299404773372052)  2025-12-03T19:24Z XXX followers, XXX engagements


"In the last XX hours: 📌 Vanguard finally opened access to Bitcoin ETFs for clients managing $9.3T. 📌 Bank of America $BAC now allows wealth advisors to recommend up to X% in Bitcoin. These are the same players who said $BTC was too volatile too speculative too niche"  
[X Link](https://x.com/Alerts_Bullish/status/1996301299625685424)  2025-12-03T19:31Z XXX followers, XXX engagements


"The Fed ended QT on Dec X not by choice but because the system hit its liquidity floor. SOFR briefly jumped to XXXX% forcing a $13.5B emergency repo. That wasnt stimulus. It was the sign that reserves were getting too low for the floor-system to function. QT couldnt continue without breaking the funding markets. From here the Fed will use Reserve Management Purchases (short-term T-Bill buying) to keep reserves stable. Not QE just plumbing. In 2026 monetary policy = rates plus liquidity management"  
[X Link](https://x.com/Alerts_Bullish/status/1996303258227441989)  2025-12-03T19:39Z XXX followers, XXX engagements


"Harvard still #1 billionaire factory: XXX alumni worth $600B. 💰 Asia rising fast: Mumbai (22) Tsinghua (19) Peking (14) in top XX. After Boston & Palo Alto. Next gen from Beijing Seoul or Mumbai 🌏📊 #Wealth #Asia #Education #Billionaires #GlobalBusiness"  
[X Link](https://x.com/Alerts_Bullish/status/1996608153245323398)  2025-12-04T15:50Z XXX followers, XXX engagements


"$DHER just got a major signal from Wall Street. Morgan Stanley quietly boosted its voting power to XXXX% in Delivery Hero. Thats not a passive move big institutions dont grab voting rights unless they want influence. What it usually signals: Smart-money accumulation Confidence in a turnaround or asset sale Positioning ahead of strategic decisions No dilution. No distress. Just a heavyweight taking a bigger seat at the table. Bullish lean. Smart money doesnt do this by accident. #Stocks #Investing #DeliveryHero #MS #MarketNews"  
[X Link](https://x.com/Alerts_Bullish/status/1996623435259105739)  2025-12-04T16:51Z XXX followers, XXX engagements


"$HIMS posted another messy-but-promising quarter: Revenue $599M (+49% YoY) Subscribers 2.47M (+21% YoY) ARPU $XX (+50% YoY) GLP-1 revenue still on track for $725M FY EBITDA beat at $82M FCF positive again Margins dipped (2% op margin) as the company invests in subscriptions hormones AI + compounding capacity. Not perfect. But the transformation is working. 2026 looks like the re-acceleration phase"  
[X Link](https://x.com/Alerts_Bullish/status/1996987936336756821)  2025-12-05T17:00Z XXX followers, XXX engagements


"Warning: LEO Could Surpass BNB Dont Get Left Behind"  
[X Link](https://x.com/Alerts_Bullish/status/1997260345442812033)  2025-12-06T11:02Z XXX followers, XX engagements


"1 $VIEC Viel & Cie Performance: +203% Market Cap: 1.14B Activity: Viel & Cie is an investment company focused on long-term equity stakes in financial-sector businesses. X $VUS VusionGroup Performance: +668% Market Cap: 3.53B Activity: VusionGroup (formerly SES-imagotag) developed the VUSION Cloud Retail IoT platform helping retailers turn physical stores into automated data-driven real-time connected digital assets. X $RMS Herms International Performance: +162% Market Cap: 228B Activity: Herms International designs crafts and markets high-end luxury goods across fashion leather accessories"  
[X Link](https://x.com/Alerts_Bullish/status/1997312575432978785)  2025-12-06T14:30Z XXX followers, XXX engagements


"While memecoins distract $OPENAI turns ChatGPT into your personal shopper via "shopping research" + Instant Checkout on Agentic Commerce Protocol with $STRIPE. Product discovery In-chat. Payment Instant. Old search-click-buy funnel gets eaten by agents. 🤖🛍"  
[X Link](https://x.com/Alerts_Bullish/status/1997652059961643480)  2025-12-07T12:59Z XXX followers, XX engagements


"Indias labor force is booming. Chinas is collapsing. UN data: India adds +144M workers by 2050 China loses 239M A demographic shift that could reshape global manufacturing services and growth"  
[X Link](https://x.com/Alerts_Bullish/status/1997688684368498891)  2025-12-07T15:24Z XXX followers, XXX engagements


"@dividendology $BTG $ERO $GIFI"  
[X Link](https://x.com/Alerts_Bullish/status/1997743481796825229)  2025-12-07T19:02Z XXX followers, XXX engagements


"$NVDA invests $2B in Synopsys ($SNPS) for a strategic partnership accelerating EDA tools with GPUs and building out the vertical stack beyond CUDA. Nvidia locking in the chip design future. Bullish for the ecosystem #Semiconductors #NVIDIA"  
[X Link](https://x.com/Alerts_Bullish/status/1998060540531482776)  2025-12-08T16:02Z XXX followers, XX engagements


"📈 $AMZN is back and its all about $AWS Cloud demand is booming and AWS is accelerating fast CEO Andy Jassy says AWS capacity will 2x vs 2022 then 2x again by 2027 🤖 This isnt a rebound its AI-fueled growth. The #AI wave still has power and $AMZN plans to ride it"  
[X Link](https://x.com/Alerts_Bullish/status/1984338647714578804)  2025-10-31T19:16Z XXX followers, XXX engagements


"$PM Bearish High valuation + long-term tobacco decline outweigh the growth of smoke-free products. $HSBC Neutral Global footprint gives stability but rate cuts and China exposure cap upside. $RTX Bullish Defense backlog aerospace demand and government spending create strong multi-year visibility. $TMUS Bullish Industry-leading churn strong cash flow and wide 5G moat keep T-Mobile ahead of competitors"  
[X Link](https://x.com/Alerts_Bullish/status/1995425323639321036)  2025-12-01T09:30Z XXX followers, XX engagements


"Vallourec (VK): The Silent Fall of the Steel Giant Hidden Opportunity or Value Trap"  
[X Link](https://x.com/Alerts_Bullish/status/1998463219287880158)  2025-12-09T18:42Z XXX followers, XX engagements


"$SPX up XX% YTD while fear is rising and valuation metrics like P/E and the Buffett Indicator flash expensive"  
[X Link](https://x.com/Alerts_Bullish/status/1998728663081136440)  2025-12-10T12:17Z XXX followers, XX engagements


"S&P XXX shakeup: $CVNA (Carvana) $FIX (Comfort Systems) $CRH joining Dec XX replacing $LKQ $SEDG (SolarEdge) $MHK. From meme-stock survivor to index darling for $CVNA. Index funds about to buy in big #SP500 #Stocks"  
[X Link](https://x.com/Alerts_Bullish/status/1998082649076666525)  2025-12-08T17:30Z XXX followers, XXX engagements


"December 2025 Best Buys: Hunting quality at a discount Favorites include $ADBE (AI fears creating entry) $CPRT (network effects moat cooling to fair val) $PAYC (efficient HCM with buybacks). Great companies cheaper = long-term wins. What's on your watchlist #ValueInvesting #QualityStocks"  
[X Link](https://x.com/Alerts_Bullish/status/1998473723762847959)  2025-12-09T19:24Z XXX followers, XXX engagements