# ![@Berrymaann Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1564773882405453824.png) @Berrymaann Berrymaann Capital

Berrymaann Capital posts on X about asml, $duol, meta, $nvda the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1564773882405453824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564773882405453824/c:line/m:interactions.svg)

- [--] Year [-----] -65%

### Mentions: [--] [#](/creator/twitter::1564773882405453824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564773882405453824/c:line/m:posts_active.svg)

- [--] Year [--] +40%

### Followers: [---] [#](/creator/twitter::1564773882405453824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564773882405453824/c:line/m:followers.svg)

- [--] Month [--] -1.10%
- [--] Year [--] +22%

### CreatorRank: [---------] [#](/creator/twitter::1564773882405453824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564773882405453824/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[asml](/topic/asml), [$duol](/topic/$duol), [meta](/topic/meta), [$nvda](/topic/$nvda), [msft](/topic/msft), [$crm](/topic/$crm), [$spy](/topic/$spy), [$amd](/topic/$amd), [cash flow](/topic/cash-flow), [flow](/topic/flow)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Salesforce Inc (CRM)](/topic/$crm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Rally (RLY)](/topic/rally) [Nike Inc (NKE)](/topic/$nke) [Tesla, Inc. (TSLA)](/topic/$tsla) [The Root Network (ROOT)](/topic/$root) [Alibaba Group (BABA)](/topic/$baba) [ELYSIA (EL)](/topic/$el) [Netflix Inc (NFLX)](/topic/$nflx) [Novo-Nordisk (NVO)](/topic/$nvo) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [UnitedHealth Group (UNH)](/topic/$unh) [Redwire Corporation (RDW)](/topic/$rdw) [Iris Energy Limited (IREN)](/topic/$iren) [Humana Inc (HUM)](/topic/$hum) [Now Coin (NOW)](/topic/$now) [Intuit Inc. (INTU)](/topic/$intu) [Microsoft Corp. (MSFT)](/topic/$msft) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [SAP SE (SAP)](/topic/$sap) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What happened over the weekend I was listening to the oracle of Singapore @adamkhootrader where he shared insights on the outlook for [----]. The summary is AI and Quality Compounders #WeCompoundQuality #SiFU"  
[X Link](https://x.com/Berrymaann/status/1751881638894592213)  2024-01-29T08:15Z [--] followers, [--] engagements


"Fun Fact: Q1 [----] marked the 38-year anniversary of $MSFT initial public offering. The software giant went public on March [--] [----] at $21 per share. On a split-adjusted basis that IPO price was effectively $0.0729 per share. $MSFT shares closed at $415.10 on March [--] 24"  
[X Link](https://x.com/Berrymaann/status/1775729446152016195)  2024-04-04T03:37Z [--] followers, [---] engagements


"@adamkhootrader Well done Adam Looking fwd to seeing you in person again at our annual gathering next jan Greetings from Geneva Switzerland"  
[X Link](https://x.com/Berrymaann/status/1843939581642907890)  2024-10-09T09:00Z [---] followers, [---] engagements


"Loading up BX Flip and big money in SMZ. @pdicarlotrader"  
[X Link](https://x.com/Berrymaann/status/1856632309803327543)  2024-11-13T09:36Z [---] followers, [--] engagements


"Adding CELH to my [----] Game plan. Price testing the Banana SMA and a multi confluence in the SMZ. The Earnings will likely be a major catalyst to push up. 🚀🚀"  
[X Link](https://x.com/Berrymaann/status/1874896603469033497)  2025-01-02T19:12Z [--] followers, [---] engagements


"@InvestInAssets ASML MA AMZN GOOGL FTNT COPART INTU ISRG MEDP VEEV ADP META NOW TSMANET DPZ MCD MELI"  
[X Link](https://x.com/Berrymaann/status/1877346761007571205)  2025-01-09T13:28Z [--] followers, [---] engagements


"@QualityInvest5 Nibbled and averaged down on Adbe pep Asml Tmdx lvmuy meds and Lrcx"  
[X Link](https://x.com/Berrymaann/status/1880499103853080671)  2025-01-18T06:14Z [--] followers, [--] engagements


"@Barchart Thank you Cramer Now the valuation can become normal again"  
[X Link](https://x.com/Berrymaann/status/1882515424279224482)  2025-01-23T19:47Z [--] followers, [---] engagements


"Strong Start to [----] & looking to deploy some cash from premiums into equities that are undervalued. What ever the @WhiteHouse is doing will be a catalyst for an early spring sale"  
[X Link](https://x.com/Berrymaann/status/1886186261662069036)  2025-02-02T22:53Z [--] followers, [--] engagements


"Early Christmas Shopping $MSFT $NVDA $PANW $BAH lots of Sales"  
[X Link](https://x.com/Berrymaann/status/1886438065721184272)  2025-02-03T15:34Z [--] followers, [---] engagements


"$SMCI could push to 60$/share in the next few months. We are seeing buying pressure and if February closes like this that will be the cue to the start of the rally. It remains to be seen if the fundamentals will support the rally"  
[X Link](https://x.com/Berrymaann/status/1888691099247804864)  2025-02-09T20:47Z [--] followers, [----] engagements


"$CRM My fair value for the business is [---]. This is a good level to add. Breaching [---] then we could see further down ward pressure to 175-150 where i will seriously load up"  
[X Link](https://x.com/Berrymaann/status/1973801218893099021)  2025-10-02T17:24Z [--] followers, [---] engagements


"$NKE has the first positive change in net revenues since Feb 2024"  
[X Link](https://x.com/Berrymaann/status/1975246802841391581)  2025-10-06T17:08Z [--] followers, [---] engagements


"Markets weigh future cash flows and vote on liquidity. Households live in the present. The gap is real and unjust. Edge: accept the gap track what truly moves price harvest premium and quality on your terms and insure against the tails. $SPY $TSLA $NVDA $AMD"  
[X Link](https://x.com/Berrymaann/status/1975309591845151208)  2025-10-06T21:18Z [--] followers, [---] engagements


"$ROOT Next stop [---] and then [---]. Filling that thin volume profile like hot knife through butter"  
[X Link](https://x.com/Berrymaann/status/1965142800997208095)  2025-09-08T19:58Z [--] followers, [--] engagements


"Everyones raving about $BABA but jeez $BIDU is entering into thin volume all the way to [---]. Year-end target @pdicarlotrader"  
[X Link](https://x.com/Berrymaann/status/1966465530627322350)  2025-09-12T11:34Z [---] followers, [---] engagements


"$EL is ready to cook"  
[X Link](https://x.com/Berrymaann/status/1980339386312171770)  2025-10-20T18:24Z [---] followers, [--] engagements


"$SPY A few wks my fed was full of portfolio ytd screen shot gains. Where are they now🤔"  
[X Link](https://x.com/Berrymaann/status/1991589236538327397)  2025-11-20T19:27Z [---] followers, [--] engagements


"2/10 Why I trust this DCF. $DUOL is already producing real free cash flow carries net cash and scales a software model. My model is not hope. It is cash flow growth a discount rate and a clear set of kill switches if the engine weakens"  
[X Link](https://x.com/Berrymaann/status/2015763435091341463)  2026-01-26T12:27Z [--] followers, [--] engagements


"3/10 Kill switch [--] engagement. Language learning is a habit business. $DUOL is building habit density. DAU to MAU has risen steadily over time. If engagement weakens everything breaks later"  
[X Link](https://x.com/Berrymaann/status/2015763680336486499)  2026-01-26T12:28Z [--] followers, [--] engagements


"10/10 How I express the view. I like long dated calls because they let me own upside with defined risk but I size by premium at risk and I stage entries around earnings. If [--] kill switches trigger in a [--] quarter window I cut risk. Thesis stays honest"  
[X Link](https://x.com/Berrymaann/status/2015765324474257702)  2026-01-26T12:34Z [--] followers, [--] engagements


"Insane DD. This reminds me of other hated moats. $Meta in [--] $NFLX Recently $ASML and $NVO (still playing out) $AMD $MU. Translation is not the same as learning a language"  
[X Link](https://x.com/Berrymaann/status/2015775828173308378)  2026-01-26T13:16Z [--] followers, [--] engagements


"Its fascinating how the stock market can produce nearly identical "magnitudes" of change while representing completely different psychological states for investors. Volatility is the only constant. Volatility is the only constant. $UNH $HUM $RDW $IREN"  
[X Link](https://x.com/Berrymaann/status/2016249445839417686)  2026-01-27T20:38Z [--] followers, [---] engagements


"$DUOL Duolingo valuation thread. My discounted cash flow puts intrinsic value at [---] to [---] per share. Stock is about [---]. Even if I haircut my model hard to [---] the gap is still large. This is a quality compounder priced like a broken story. 1/10"  
[X Link](https://x.com/Berrymaann/status/2015762874610655388)  2026-01-26T12:24Z [--] followers, [--] engagements


"@QualityInvest5 $NOW $CSU $INTU $MSFT $FICO $VEEV $SAP. I am. Bullish on them all. $CRM and $ADBE are tbd"  
[X Link](https://x.com/Berrymaann/status/2022730826790617555)  2026-02-14T17:53Z [--] followers, [---] engagements

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