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# ![@BourbonCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::251912158.png) @BourbonCap Bourbon Capital

Several companies are being highlighted for their strong performance and potential for growth. Notably, Nu Holdings ($NU) and MercadoLibre ($MELI) are gaining attention for their rapid growth in Latin America, with $NU's revenue increasing from $XXX billion to $XX billion in just a few years. Additionally, companies like Google ($GOOG), Amazon ($AMZN), and ASML ($ASML) are being touted as strong buys due to their wide economic moats and solid financials.

### Engagements: XXXXXX [#](/creator/twitter::251912158/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +46%
- X Year XXXXXXXXXX +2,594%

### Mentions: XX [#](/creator/twitter::251912158/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +56%

### Followers: XXXXXX [#](/creator/twitter::251912158/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:followers.svg)

- X Week XXXXXX +0.50%
- X Month XXXXXX +3.50%
- X Months XXXXXX +77%
- X Year XXXXXX +2,086%

### CreatorRank: XXXXXXX [#](/creator/twitter::251912158/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::251912158/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::251912158/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5125 [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXX% [fashion brands](/list/fashion-brands)  XXX% [travel destinations](/list/travel-destinations)  XXX% [luxury brands](/list/luxury-brands)  XXX% [currencies](/list/currencies)  XXX% [automotive brands](/list/automotive-brands)  XXX%

**Social topic influence**
[stocks](/topic/stocks) #3305, [asml](/topic/asml) #36, [$asml](/topic/$asml) #30, [$nu](/topic/$nu) 2.61%, [$cprt](/topic/$cprt) 1.8%, [$meli](/topic/$meli) 1.6%, [$msci](/topic/$msci) #5, [goog](/topic/goog) #20, [roic](/topic/roic) 1.6%, [$goog](/topic/$goog) #18

**Top accounts mentioned or mentioned by**
[@gainifyio](/creator/undefined) [@mathcoredad](/creator/undefined) [@sergeycyw](/creator/undefined) [@shivamkashan](/creator/undefined) [@twalnor](/creator/undefined) [@alerts_bullish](/creator/undefined) [@manipulatedman1](/creator/undefined) [@thelonginvest](/creator/undefined) [@cptndividend](/creator/undefined) [@rmb](/creator/undefined) [@chipper17](/creator/undefined) [@wladcasanova](/creator/undefined) [@stockunlock](/creator/undefined) [@blu2berri](/creator/undefined) [@dividendpaydate](/creator/undefined) [@rhinoinsight](/creator/undefined) [@futureman1977](/creator/undefined) [@wadeblazinggame](/creator/undefined) [@grok](/creator/undefined) [@gcmercier](/creator/undefined)

**Top assets mentioned**
[NuCypher (NU)](/topic/$nu) [Copart, Inc. (CPRT)](/topic/$cprt) [MercadoLibre Inc (MELI)](/topic/$meli) [Msci Inc (MSCI)](/topic/$msci) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Now Coin (NOW)](/topic/$now) [S&P Global Inc (SPGI)](/topic/$spgi) [Alibaba Group (BABA)](/topic/$baba) [Advanced Micro Devices (AMD)](/topic/$amd) [Novo-Nordisk (NVO)](/topic/$nvo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [The Root Network (ROOT)](/topic/$root) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Visa, Inc. (V)](/topic/visa-inc) [Intuit Inc. (INTU)](/topic/$intu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [ServiceNow Inc (NOW)](/topic/servicenow) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Humana Inc (HUM)](/topic/$hum) [KLA Corp (KLAC)](/topic/$klac) [Moderna Inc (MRNA)](/topic/$mrna) [Oxygen (OXY)](/topic/$oxy) [ArchLoot (AL)](/topic/$al) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Sprinklr, Inc. (CXM)](/topic/$cxm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Palantir (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ZetaChain (ZETA)](/topic/$zeta) [TenX (PAY)](/topic/$pay) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [DexCom, Inc. (DXCM)](/topic/$dxcm) [O'Reilly Automotive Inc (ORLY)](/topic/$orly)
### Top Social Posts [#](/creator/twitter::251912158/posts)
---
Top posts by engagements in the last XX hours

"$NU is going to report after market close Revenue Estimate: $XXX billion XX% YoY EPS Estimate: $XXXX XX% YoY Brazil is currently experiencing its highest credit rates since 2016 yet MercadoLibre keeps growing like its just another Monday. Whatever happens NU Holdings will keep adding customers deposits and loans"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1922265563306315778) 2025-05-13 12:19:58 UTC 50.1K followers, 39K engagements


"Stanley Druckenmiller has been holding Coupang Inc. $CPNG for XX quarters and the stock is not even close to its all time high. He sold $NVDA and started a position in MercadoLibre $MELI and a few quarters later in $AMZN. He ran Duquesne Capital for XX years averaging XX% annual returns with zero down years. E-commerce companies are expected to generate the highest revenue in the coming years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945085156810772609) 2025-07-15 11:36:53 UTC 50.1K followers, 18.1K engagements


"$ASML reports this week. They have been reducing the number of shares since 2017"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944741680327885203) 2025-07-14 12:52:02 UTC 50.1K followers, 17.8K engagements


"Undervalued stocks by Morningstar: $BIIB Biogen Inc $NOW ServiceNow Inc $ADBE Adobe Inc $ASML ASML Holding $TW Tradeweb $TROW T. Rowe Price Group $FTNT Fortinet Inc $SPGI S&P Global $ROP Roper Technologies $V Visa $RY Royal Bank of Canada $ADI Analog Devices"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1812880324713689366) 2024-07-15 16:02:05 UTC 50.1K followers, XXX engagements


"Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there He has beat the market since 2008 with less than XX stocks Fair Isaac Corporation $FICO S&P Global Inc. $SPGI Mastercard Incorporated $MA Visa Inc. $V Intuit Inc. $INTU ASML Holding N.V. $ASML (He bought at $780) Equifax Inc. $EFX (He bought at $250) MSCI Inc. $MSCI (He bought at $600) I would add $AMZN or $MELI to his portfolio and leave it there for the next XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942201337392881886) 2025-07-07 12:37:37 UTC 50.1K followers, 28.4K engagements


"2. $ADBE - Adobe Inc. Stock Price: $XXXXX Fair Value: $XXX Adobe holds a dominant position in creative software with nearly unchallenged reach across design video publishing and marketing. 🔹 Its suitePhotoshop Illustrator Premiere Pro After Effects Lightroom and InDesignis the industry standard. 🔹 Creative Cloud shifted Adobe to a high-margin recurring SaaS model. 🔹 90%+ of creative professionals use Photoshop globally. 🔹 Subscription revenue is growing XX% YoY. 🔹 Adobe Firefly its generative AI engine integrates natively into its toolscontributing $125M in booked business in Q1 and"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1927354043828969944) 2025-05-27 13:19:47 UTC 50.1K followers, 2635 engagements


"Health care feels like the banking crisis in 2023 depressed no bull case yet a lot of uncertainty nobody wanted the entire sector has crashed but insider are buying In 2023 people were acting as if they could live in a world without banks and now they are acting as if they could live in a world without health care"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947671588888797568) 2025-07-22 14:54:27 UTC 50.1K followers, 10.4K engagements


"@shivamkashan $CPRT is a mid cap and I agree with you. Outstanding company but only a few people talk about it"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942611204972896538) 2025-07-08 15:46:17 UTC 50.1K followers, XXX engagements


"- Ray Dalio increased his $BABA position in Q1 2025. - The White House has given Nvidia the green light to export Blackwell chips to China. - Alibaba owns one of the most advanced AI models (Qwen) Its up BABA but it looks bullish to me"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947655421776564282) 2025-07-22 13:50:12 UTC 50.1K followers, 16.5K engagements


"Companies reporting tomorrow Before Open: $DKS Dick's Sporting $DLTR Dollar Tree $HRL Hormel Foods $CNM Core & Main $CIEN Ciena $REVG Rev Group $PGRU PropertyGuru After Close: $CPRT Copart $HPE Hewlett Packard $CASY Casey's $DSGX Descartes $CRDO Credo Technology $AVAV AeroVironment $Al $CXM Sprinklr $VRNT Verint Systems which one will you be watching"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1831091633732956411) 2024-09-03 22:07:20 UTC 50.1K followers, 1843 engagements


"4) Mercadolibre $MELI - The largest e-commerce platform in Latin America. - Consistent growth. - The company is quietly building one of the largest advertising companies in Latin America. - The company offers different subscriptions for buyers and sellers. - Many small-cap companies have been using MercadoPago's payment processing for their businesses and MercadoPago has been growing significantly. - MercadoPago is the only payment processing company that connects all the major countries in Latin America"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935886401786167) 2025-07-09 13:16:27 UTC 50.1K followers, 7338 engagements


"ASM International NV $ASM insiders added for the first time since July 2024 Few semiconductor insiders are buying the dip: $MRVL insider added few weeks ago $AMAT CEO added few weeks ago"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1915859896089641182) 2025-04-25 20:06:08 UTC 50.1K followers, 12.7K engagements


"$HUM CEO added two months ago for the first time"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946275113441108358) 2025-07-18 18:25:21 UTC 50.1K followers, 4804 engagements


"The following companies are going to hit a $X trillion market cap: ASML Holding $ASML Advanced Micro Devices $AMD ServiceNow $NOW Mercadolibre $MELI Visa Inc $V Mastercard $MA Walmart Inc. $WMT Tencent Holdings $TCEHY The following companies are going to hit a $XXX billion market cap: Novo Nordisk A/S $NVO UnitedHealth Group $UNH Louis Vuitton $LVMH Exxon Mobil Corporation $XOM Oracle Corporation $ORCL Costco Wholesale $COST Alibaba $BABA Samsung Electronics Co The following companies are going to hit a $XXX billion market cap: Grab Holdings $GRAB MSCI Inc. $MSCI Cadence Design Systems $CDNS"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1929562390774874242) 2025-06-02 15:34:58 UTC 50.1K followers, 50.2K engagements


"Alphabet Inc. $GOOG - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr):11% - CAGR since 2014: XX% Google remains healthy. It will continue to grow and more AI features will eventually be added. Google Shopping is becoming a giant in e-commerce and Waymo its expanding"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327225986850988) 2025-06-18 13:22:21 UTC 50.1K followers, 1151 engagements


"X community must be having a good year. $HOOD +150% YTD $ASTS +120% YTD $TMDX +114% YTD $HIMS +106% YTD $NBIS +100% YTD $PLTR +80% YTD $ROOT +76% YTD $OSCR +59% YTD $MQ +50% YTD $UBER +53% YTD $MELI +53% YTD $RKLB +40% YTD $BABA +33% YTD $NU +32% YTD $LMND +20% YTD $GRAB +6.5% YTD I'm sure that $UNH will recover in the next few quarters. Good job everyone"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1940104551950074314) 2025-07-01 17:45:45 UTC 50.1K followers, 11.8K engagements


"According to $MSCI European stocks pay the highest dividend yield. I'm not a dividend person just sharing $ASML doesn't have the highest dividend yield but its dividend yield has grown by XX% annually over the past XX years. Dividend 3yr CAGR: XXXXX% Dividend 5yr CAGR: XXXXX% Dividend 10yr CAGR: XXXXX% Novo Nordisk A/S $NVO: Dividend 3yr CAGR: XXXXX% Dividend 5yr CAGR: XXXXX% Dividend 10yr CAGR: XXXXX% Louis Vuitton $LVMH: Dividend 3yr CAGR XXXX% Dividend 5yr CAGR XXXXX% Dividend 10yr CAGR XXXXX% Industria de Diseo Textil $ITX (ZARA) Dividend 3yr CAGR XXXXX% Dividend 5yr CAGR XXXXX% Dividend"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1936404713097843192) 2025-06-21 12:43:54 UTC 50.1K followers, 9924 engagements


"$EVO Evolution AB: The Most Undervalued Growth Machine in Europe In 2020 Evolution AB reached its peak market capitalization supported by a dominant position in the live casino industry. At the time it operated approximately XXX live casino tables. Today that number has surged to over 1700 tablesa XXX% increase in operational scale. Yet despite this remarkable expansion the stock is now down nearly XX% from its all-time high"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1921557010203468172) 2025-05-11 13:24:26 UTC 50.1K followers, 16.4K engagements


"Nu Holdings $NU its back to IPO price - Revenue went from $XXX billion in 2021 to $XX billion in 2024. - Number of customers went from XX million to XXX million. - Credit card revenue went from $XXX million to $XXX billion. - Fees and commission revenue went from $XXX million to $XXX billion. - Interest income went from $XXX million to $X billion - PEG ratio XXX - The revenue its expected to grow by more than XX% every year until 2030. It sounds like a wonderful deal. Chart from @stock_unlock"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1907414421372039545) 2025-04-02 12:46:50 UTC 50.1K followers, 22.6K engagements


"Evolution AB $EVO CEO added over $X million few days ago EBITDA Margin 5y avg: XX% Average Revenue Growth 5y avg: 20%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935067696095207450) 2025-06-17 20:11:05 UTC 50.1K followers, 20.7K engagements


"@scientist_ws $KLAC $ASML $AMAT $AMD or $LCRX"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1868833710910697857) 2024-12-17 01:40:52 UTC 50.1K followers, XXX engagements


"Are you buying anything Some of the stocks on my list are starting to look attractive. $BBAI $XXXX $ROOT $XXX $OSCR $XXXXX $PAY $XXXXX $HIMS $XXXXX $ZETA $XX $VTEX $XXXX $LMND $XXXXX $NU $XXXXX $DLO $XXXXX $BABA $106"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943759980802314511) 2025-07-11 19:51:07 UTC 50.1K followers, 32.9K engagements


"Delphine Arnault is joining her father and they are both adding more to $LVMH"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1914061471849328995) 2025-04-20 20:59:51 UTC 50.1K followers, 41.4K engagements


"$UNH has not experienced two consecutive years of negative returns since 1987"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945245659285614752) 2025-07-15 22:14:40 UTC 50.1K followers, 35.3K engagements


"4 Great companies whose stocks declined +10% in 2024 but have strong recovery potential in the near future part X X. $AMD - Advanced Micro Devices P/E - XXXXX FCF - $0.5B Debt - $2.2B Reasons for stock decline: X. Concerns regarding the sustainability of growth in the personal computer processor market. X. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue. X. Nvidia continues to dominate the AI accelerator market with investors showing a strong preference for Nvidia over other chipmakers. Strengths: X. EPYC processors are increasingly adopted by major cloud"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1873001885352755473) 2024-12-28 13:43:42 UTC 50.1K followers, 227.3K engagements


"$MSCI is a company he recently added and he will probably DCA in the coming months or years. The CEO is also buying and the company has strong margins. All chart are from @gainify_io"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942201340509241487) 2025-07-07 12:37:38 UTC 50.1K followers, 2419 engagements


"$MSCI EBITDA margins and cash per share have improved from the previous quarter and remain solid Magnificent business"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947711069843296455) 2025-07-22 17:31:20 UTC 50.1K followers, 6399 engagements


"6) Alphabet Inc. $GOOG Waymo $GOOG is expanding across the US and Tokyo. Soon it will cover the country and start exploring new markets. Gemini will continue to innovate and Veo X will bring major changes to gaming and Hollywood"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935892554924493) 2025-07-09 13:16:29 UTC 50.1K followers, 6983 engagements


"Today's loss porn $HUBS HubSpot Inc. -XXXXX% $FTAI FTAI Aviation Ltd. -XXXX% $ZI ZoomInfo Technologies Inc.-7.74% $KYMR Kymera Therapeutics Inc.-9.99% $ZD Ziff Davis Inc.-11.45% $RXST RxSight Inc.-9.94% $TXG 10x Genomics Inc.-14.14% $KNSA Kiniksa Pharmaceuticals Ltd.-7.71% $LZ Inc.-22.23%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1811116505049768152) 2024-07-10 19:13:18 UTC 50.1K followers, XXX engagements


"I can see many people getting sad if Google doesn't go up after earnings just like ASML. They are both great businesses and they will be fine in the long term but people tend to be obsessed with the short term. Waymo is expecting a bigger expansion and ASML is doing great. The forecast remains the same for 2030 AI is still one of the greatest creations out there and both companies play an important role for the next XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947058494747849189) 2025-07-20 22:18:14 UTC 50.1K followers, 7059 engagements


"DexCom Inc. $DXCM its up X% The stock is down XX% from its peak - Net Debt 0🟢 - 5-year average ROIC 30%🟢 - Negative working capital🔴 - Gross Margin 60%🟢 - FCF Margin 10%🟢 - Revenue Growth 20%🟢 - FCF Growth 20%🟢 - No increase in shares outstanding🟢 I haven't opened a position yet but you might want to consider researching this company"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1825586247487693287) 2024-08-19 17:30:53 UTC 50.1K followers, 1850 engagements


"Earnings after close: $IBM IBM $NOW ServiceNow $KLAC KLA Corporation $WM Waste Management $CMG Chipotle Mexican Grill $ORLY O'Reilly Automotive $F Ford Motor $URI United Rentals $WCN Waste Connections"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1816196016380522674) 2024-07-24 19:37:28 UTC 50.1K followers, 1272 engagements


"Today's Top Stock Gainers $BABA Alibaba +5.14%🟢 $JD JD +7.48%🟢 $TEAM Atlassian +4.93%🟢 $LI Li Auto +6.98%🟢 $COHR Coherent Corp +7.84%🟢 $FTAI FTAI Aviation +6.62%🟢 $CLOV Clover Health +8.08%🟢 $MRVI Maravai LifeSciences +22.15%🟢 $COIN Coinbase +3.68%🟢 $GOLD Barrick Gold +3.39%🟢 $ULTA Ulta Beauty +3.05%🟢 $PLTR Palantir +2.80%🟢 $NU Nu bank +2.39%🟢 $META META +2.01%🟢 $NFLX Netflix +1.89%🟢 $CSCO Cisco +2.05%🟢 $NEE NextEra +1.72%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1824532264274804964) 2024-08-16 19:42:44 UTC 50.1K followers, 2242 engagements


"Moderna Inc $MRNA insider added $X million worth of shares"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1897038737575702734) 2025-03-04 21:37:34 UTC 50.1K followers, 24.9K engagements


"The following companies just reported: $CPRT Copart -1.06%🔴 $HPE Hewlett Packard -2.88%🔴 $CASY Casey's +0.18%🟢 $DSGX Descartes X% $CRDO Credo Technology -5.75%🔴 $AVAV AeroVironment -3.23%🔴 $Al -18.99%🔴 $CXM Sprinklr -5.02%🔴 $VRNT Verint Systems -14.63%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1831428992659783729) 2024-09-04 20:27:52 UTC 50.1K followers, 2932 engagements


"$ASML bought over X billion worth of shares in Q2 2025 Outstanding management Q1 2025: XXX Billion Q2 2025: 1.056"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1941292149078884409) 2025-07-05 00:24:50 UTC 50.1K followers, 78.5K engagements


"10 stocks to buy and hold for the next XX years: 1) Copart Inc $CPRT - The largest car auction company in the world. - Strong presence in the Middle East and North America. - Access to any car model or parts. - The company 4x more cash than liabilities"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935875383607572) 2025-07-09 13:16:25 UTC 50.1K followers, 87.9K engagements


"5) Visa inc $V - Visa is the leader in interchange fees and it is able to explore and expand in all markets as consumers demand. Visa and MA still own the market"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1942935889480405415) 2025-07-09 13:16:28 UTC 50.1K followers, 7364 engagements


"Moderna Inc. $MRNA insider added for the first time since Feb 2020 (Before covid)"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1898782695200584168) 2025-03-09 17:07:26 UTC 50.1K followers, 18.9K engagements


"Earnings after hours: $NU Nu bank +6.84%🟢 $ALC Alcon -1.38%🔴 $FNV Franco Nevada -0.78%🔴 $EC Ecopetrol +0.38%🟢 $COHR Coherent -0.67%🔴 $XP XP inc +4.23%🟢 $RNA Avidity Biosciences -3.73%🔴 $DJT Trump Media -0.13%🔴 $QFIN Qifu Technology +0.09%🟢 $INTA Intapp +3.97%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1823461248564125919) 2024-08-13 20:46:54 UTC 50.1K followers, 2917 engagements


"MercadoLibre $MELI have been upgraded to Investment Grade on strong Financials and ecosystem Strength by S&P Global 'We therefore raised our ratings on Latin American online marketplace and fintech company and on its unsecured notes to 'BBB-' from 'BB+'.' $SPGI 'We think management is committed to a conservative balance sheet that could support an investment-grade rating.' S&P We are now joining the big leagues with a better score. Long $MELI"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943443804431827137) 2025-07-10 22:54:45 UTC 50.1K followers, 12.9K engagements


"10 stocks to buy and hold for the next XX years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research EVs AI data storage energy etc.; we need $ASML for the next XX years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1866886116567052332) 2024-12-11 16:41:49 UTC 50.1K followers, 1.1M engagements


"$CPRT absolutely gorgeous just a little lower. Such a high quality company with strong margins can't be ignored. Cash and revenue all time high"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944819098820468825) 2025-07-14 17:59:40 UTC 50.1K followers, 8750 engagements


"Heres a list of companies with more cash than liabilities you might want to take a look at: Copart $CPRT is a compounding machine with a wide moat. Flipping cars is insanely profitable. It holds 4x more cash than liabilities"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1930246174407020951) 2025-06-04 12:52:04 UTC 50.1K followers, 16.8K engagements


"A2Z have launched autonomous shuttle trials with $GRAB Brick by brick"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946718451482960052) 2025-07-19 23:47:01 UTC 50.1K followers, 10.8K engagements


"Target Companies: The Portfolio Stars His current top holdings (Q4 2024) Fair Isaac Corp $FICO: The credit score kingmonopoly vibes pricing power low costs. S&P Global $SPGI: Financial data giant near-duopoly with Moodys. A 25-bagger since 2008. Mastercard $MA: Payments juggernautcapital-light global scale sticky ecosystem. Moodys $MCO: Ratings duopoly with S&P. Bought in 2008-09 crash held for over a decade. Visa $V: Another payments titanpredictable scalable dominant. Intuit $INTU: Accounting software leader (QuickBooks). Scalable recurring revenue. $ASML: Lithography monopoly for"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1900965884706935054) 2025-03-15 17:42:39 UTC 50.1K followers, 10.5K engagements


"Top X Worst Pains 1) Selling a tenbagger early 2) Not buying stocks during a XX% crash 3) Putting a tenbagger on your watchlist not buying it and ignoring it forever 4) Selling a stock because you think it's the "top" 5) Watching the CEO of a company you own stock in having an affair with another woman at a Coldplay concert and then the post going viral on X"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946196815910523369) 2025-07-18 13:14:14 UTC 50.1K followers, 10.6K engagements


"Copart Inc. $CPRT is an undervalued large cap that everyone should know about. Copart dominates the online vehicle auction The stock has grown at XX% per year delivering over 1015% returns in XX years. (See thread) 🧵"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934968371583312292) 2025-06-17 13:36:24 UTC 50.1K followers, 36.4K engagements


"MSCI $MSCI is one of the best stocks to buy and hold for the long term. Its CEO a top insider has been buying shares. (See thread)🧵"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1911776388522385501) 2025-04-14 13:39:44 UTC 50.1K followers, 69.1K engagements


"The health care sector is currently competing with technology as one of the top performing sectors with the highest return potential over the next 1224 months. Historically this sector has delivered annualized returns of XXX% but today the sector appears deeply undervalued with many companies offering potential upside of XX% or more. If you're not interested in names like $OSCR $UNH or $NVO that's perfectly fine there are still plenty of other companies in this sector offering strong return potential that you may want to consider acting before this opportunity passes"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948010305352515601) 2025-07-23 13:20:23 UTC 50.1K followers, 9931 engagements


"$GRAB's operating income has improved for XX consecutive quarters just a few more quarters. The company has launched its own cabs. it will get better"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943391905657597960) 2025-07-10 19:28:31 UTC 50.1K followers, 9393 engagements


"$GOOG getting closer to $XXX sounds great but the company is expected to generate more than $XXX billion in cash flow by 2027 It will get better from here and the target is higher than $200"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947457217155985915) 2025-07-22 00:42:37 UTC 50.1K followers, 22.1K engagements


"My top XX Cannibal stocks: 10y share reduction AutoZone $AZO -XXXX% O'Reilly Automotive $ORLY -XXXXX% Lowe's $LOW -XXXXX% Apple Inc $AAPL -XXXX% MSCI $MSCI -XX% Northrop Grumman $NOC -XX% JPMorgan Chase & Co $JPM -XXXX% NVR Inc. $NVR -XX% Canadian National Railway $CNI -XXXX% Visa $V -XX% Bonus: Novo Nordisk $NVO -XXXX% ASML Holding $ASML -XX% AutoZone:"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1947266231070826827) 2025-07-21 12:03:42 UTC 50.1K followers, 31.8K engagements


"4. $DEO - Diageo $DEO is the worlds largest spirits producer by revenue and volume with a presence in over XXX countries that ensures extensive market penetration and strong brand recognition. The companys strategic expansion into high-growth regions such as Asia and Africa have enabled it to capture new consumer bases. In North America $DEO holds a dominant position accounting for approximately XX% of its total net sales. They generate substantial global cash flow around $XXX billion in six months while its premium portfolio supports robust profit margins. Growth in markets like India and"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1865376372291432569) 2024-12-07 12:42:38 UTC 50.1K followers, 16.2K engagements


"International Flavors & Fragrances Inc. $IFF insiders added over $XXX million"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1898782692608475264) 2025-03-09 17:07:26 UTC 50.1K followers, 19.1K engagements


"$ELV CEO added XXX million worth of shares $HUM CEO added few months ago $UNH CEO added few months ago"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946275110727385562) 2025-07-18 18:25:21 UTC 50.1K followers, 43.2K engagements


"Today's top stock gainers $LLY Eli Lilly and Company +5.57%🟢 $G Genpact Limited +16.23%🟢 $DOCS Doximity +37.56%🟢 $SG Sweetgreen +28.95%🟢 $PAY Paymentus Holdings +13.94%🟢 $TTD The Trade Desk +11.99%🟢 $EXPE Expedia Group +9.20%🟢 $CAVA Cava Group +7.34%🟢 $ONTO Onto +9.47%🟢 $U Unity Software +8.29%🟢 $ANF Abercrombie +6.23%🟢 $NTRA Natera +6.62%🟢 $IX ORIX Corporation +4.09%🟢 $FROG JFrog +5%🟢"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1821986520531693618) 2024-08-09 19:06:52 UTC 50.1K followers, XXX engagements


"After Hours stocks $DECK Deckers Outdoor +4.91%🟢 $WFRD Weatherford +5%🟢 $BE Bloom Energy +10.48%🟢 $EVH Evolent Health +5.52%🟢 $LB LandBridge Company +4.93%🟢 $FIVE Five Below -9.22%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1813326499287839177) 2024-07-16 21:35:02 UTC 50.1K followers, XXX engagements


"Here are my top X most gorgeous operating income charts. 1) $TMDX: XX consecutive quarters and the stock price crashed due to hedge fund manipulation there's nothing wrong with the company. 2) $ROOT: Root has improved its operating income for XX consecutive quarters. 3) $HIMS: Hims' operating income has improved for XX consecutive quarters and it keeps going. 4) $VTEX: VTEX operating income has improved for XX consecutive quarters 5) $OSCR: Oscar operating income has improved for X consecutive quarters Bonus $GRAB's operating income has improved for XX consecutive quarters and it's just a few"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943656679553294396) 2025-07-11 13:00:38 UTC 50.1K followers, 20.9K engagements


"Some of the most Undervalued Mega caps: $GOOG Strong buy $AMZN Strong buy $CPRT close to fair value $LVMH Strong buy $NVO The biggest company in Europe is trading at a XX% discount. $ADBE Healthy company heavily discounted $LULU Healthy company heavily discounted $PDD XX% of this company its cash $UNH experienced five distinct drawdown episodes of more than XX% since its IPO and it has recovered from all of them: 1987: XXXX% 2008: XXXX% 1998: XXXX% 2025: XX% 1996: XXXX% Small cap: $OSCR trading at cash revenue all time high member all time high and margin are improving"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1932787973357031645) 2025-06-11 13:12:16 UTC 50.1K followers, 138K engagements


"Alphabet $GOOG is expected to generate $XX billion in cash flow next year Waymo is expanding and we haven't said anything about Waymo's Tokyo yet"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946556579463024765) 2025-07-19 13:03:48 UTC 50.1K followers, 23K engagements


"Mercadolibre $MELI the most chosen shopping site by Mexicans Hot Sale 2025"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944054975245824448) 2025-07-12 15:23:19 UTC 50.1K followers, 8332 engagements


"Quality stocks near their 52-week low. $GOOG $XXX $ADBE $XXX $SPGI $XXX $AAPL $XXX $INTU $XXX $CDNS $XXX $SNPS $XXX $MRVL $XXXXX $NVDA $XX $AMD $XX $MSFT $XXX $AMZN $XXX $AVGO $XXX $TSM $XXX $ASML $XXX $ORCL $XXX $ARM $XX $NOW $XXX $ANET $64"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1908876418441765371) 2025-04-06 13:36:18 UTC 50.1K followers, 72.3K engagements


"I know you love tech stocks and buy everything from the same industry but Healthcare is undervalued right now Oversold stocks $HUM Humana $CNC Centene Corp $MOH Molina Healthcare $ELV Elevance Health"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1839001649181819037) 2024-09-25 17:58:54 UTC 50.1K followers, 3433 engagements


"$GOOG CEO 'the Gemini app now has XXX million monthly active users' Q3 2024: XX million monthly active users Q1 2025: XXX million monthly active users Q2 2025: XXX million monthly active users Gemini is moving faster than we think good job Team"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948155309132042382) 2025-07-23 22:56:35 UTC 50.1K followers, 14.7K engagements


"4. Napco Security Technologies Inc. NSSC Designs and makes security equipment for homes businesses schools and government buildings - Profit Margin: XXXX% - ROIC: XXXX% - Earnings yield: XXXX% - Expected EPS Growth (3 yr): XXX% - Expected Revenue Growth (3 yr): XXXX% - CAGR since 2005: 13.2%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934597423667568925) 2025-06-16 13:02:23 UTC 50.1K followers, 2241 engagements


"$OSCR has delivered an extraordinary 2254% revenue growth over the past six years. The tech-driven health insurance industry has seen significant market share gains over the last years with Oscar playing a key role. To put this in context in 2020 among companies focused on this segment Oscar was the smallest in terms of revenue. In just five years it has not only surpassed all its competitors by 5x but also begun competing with the giants in the U.S. health sector. Yet the stock remains below its IPO price"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945835082515906903) 2025-07-17 13:16:50 UTC 50.1K followers, 54.2K engagements


"Is $NVDA still miles ahead or is $AMD closing the gap faster than investors realize In the race to power the future of artificial intelligence and high-performance computing two companies dominate the conversation: NVIDIA and Advanced Micro Devices. While NVIDIA currently leads the AI accelerator space with unmatched market share and software ecosystem dominance AMD is rapidly emerging as a formidable challenger. Its latest generation of chips expanding product portfolio and deepening strategic partnerships are reshaping the competitive dynamics in the semiconductor industry. Though NVIDIA"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1940042426292310317) 2025-07-01 13:38:53 UTC 50.1K followers, 6014 engagements


"5. Manhattan Associates Inc. $MANH Smart software that helps big companies move products from warehouses to stores and customers smoothly - Profit Margin: XXXX% - ROIC: XX% - Earnings yield:1.85% - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: 19.6%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1934597427312349610) 2025-06-16 13:02:24 UTC 50.1K followers, 2117 engagements


"$OSCR Founder invested $XX million at $XX and Michael Burry added to his position at $XX. The current price is a strong buy whether you like it or not. Burry has been bullish on healthcare for quite some time. $OSCR at $XX is a buy $OSCR at $XX is a buy $OSCR at $XX is a buy Not interested in $OSCR Fine. $DLO its a strong buy as well $NU its a buy $ROOT its a buy $TMDX drops below $XX its going to be a buy. $NBIS If it keeps dropping its going to be a buy. MercadoLibre $MELI has everything you want: - Subscription revenue - An army of small cap and large cap companies paying for ads - Bitcoin"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944039735489421329) 2025-07-12 14:22:46 UTC 50.1K followers, 178.7K engagements


"Red day Do you have any green stock $BA The Boeing -8.34%🔴 $FIX Comfort System -7.38%🔴 $ONTO Onto innovation -7.32%🔴 $NVDA Nvidia -6.58%🔴 $INTC Intel Corporation -6.01%🔴 $KLAC Kla Corporation -5.52%🔴 $TSM Taiwan Semiconductor -5.73%🔴 $ARM Arm Holdings -5.66%🔴 $MU Micro Technology -5.57%🔴 $AMAT Applied Materials -5.53%🔴 $DELL DELL -4.84%🔴 $AVGO Broadcom -4.32%🔴 $OXY Occidental Petroleum -2.60%🔴 $NFLX Netflix -2.57%🔴 $GOOG Google -2.15%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1830980635898359855) 2024-09-03 14:46:16 UTC 50.1K followers, 2856 engagements


"Dev Kantesaria has one of the most impressive portfolios out there. Dev Kantesaria is the founder and portfolio manager of Valley Forge Capital Management (VFCM) a firm that manages over $X billion in assets. Known for his razor-sharp discipline and patient capital allocation Kantesaria has quietly built one of the most successful long-term track records in the investment world. Investment Philosophy Kantesarias strategy is defined by a few key pillars: Concentrated Portfolios: VFCM typically holds fewer than XX stocks with the top five positions often making up more than XX% of the"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923730406429323678) 2025-05-17 13:20:44 UTC 50.1K followers, 32.8K engagements


"9) ZETA $ZETA Revenue 3Y Forward Growth XX% PEG: 0.51"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1900165145973723436) 2025-03-13 12:40:48 UTC 50.1K followers, 3297 engagements


"@gainify_io $MU was the same thing a few months ago trading at 0.6x PEG"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944441712086040584) 2025-07-13 17:00:04 UTC 50.1K followers, 1607 engagements


"If you had to choose X of these stocks to hold for the next X years which would you choose Intuit Inc. $INTU Formula One Group $FWONK Entegris Inc. $ENTG Morningstar Inc. $MORN BioMarin Pharmaceutical Inc. $BMRN Shift4 Payments Inc. $FOUR Incyte Corporation $INCY NICE Ltd. $NICE Nu Holdings Ltd. $NU TransMedics Group Inc. $TMDX StepStone Group Inc. $STEP GDS Holdings Limited $GDS Victory Capital Holdings Inc. $VCTR Power Integrations Inc. $POWI Inter & Co Inc. $INTR DLocal Limited $DLO Alarm Holdings Inc. $ALRM Oddity Tech $ODD"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1843829075325911529) 2024-10-09 01:41:22 UTC 50.1K followers, 3171 engagements


"Novo Nordisk A/S $NVO - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr):16% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: XXXX% Obesity care remains a strong market for the next XX years and Novo's patents expire in 2032"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327242730491977) 2025-06-18 13:22:25 UTC 50.1K followers, 1194 engagements


"The market is back at an all-time high but. If $V has a XX% correction it would be a strong buy. If $MSCI has a XX% correction it would be a strong buy. If $NU has a XX% correction it would be a strong buy. If $MELI has a XX% correction it would be a strong buy. if $INTU has a XX% correction it would be a strong buy if $NOW has a XX% correction it would be a strong buy if $ADYEN has a XX% correction it would be a strong buy if $NVDA has a XX% correction it would be a buy If $ASML has a XX% correction it would be a strong buy. If $HIMS has a XX% correction it would be a buy. If $TMDX has a 35%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1939315828375085415) 2025-06-29 13:31:38 UTC 50.1K followers, 30K engagements


"Friendly reminder: $GOOG is expected to generate more than $XXX billion in cash flow by 2027. $XXX per share sounds great but it will get better from here"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1948122489076301884) 2025-07-23 20:46:10 UTC 50.1K followers, 12.4K engagements


"$JNJ - Johnson & Johnson Although growth may moderate due to its mature status JNJ maintains one of the strongest fundamental profiles in large-cap healthcare. - Free Cash Flow Yield: Grows from XXX% to XXX% - Operating Cash Flow Yield: Peaks at XXX% in 2025 - P/E Ratio: Expected to fall to 13.1x - P/B Ratio: Drops to approximately 4.1x - Dividend Yield: Rises to XXXX% JNJs MedTech division grew XXX% operationally driven by acquisitions like Abiomed and Shockwave along with growth in surgical vision and wound care. Additionally JNJ announced plans to invest over $XX billion in the U.S. over"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1932291339107885412) 2025-06-10 04:18:50 UTC 50.1K followers, 7458 engagements


"Top Holdings Breakdown $FICO Fair Isaac Corporation 📌 XX% of Portfolio 📈 Entry Price: $XXX 💰 Current Price: $2188 Return: XXX% FICO is VFCMs largest and most successful position. Kantesaria has called it one of the most irreplaceable platforms in financea true monopoly with nearly zero direct competition. Market Dominance: FICO Scores are used in over XX% of lending decisions in the U.S. Pricing Power: High-margin recurring revenue from software licensing. Capital Efficiency: Very low capital expenditures high operating leverage. Sticky Customers: Extremely high switching costs for banks"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923730409482842419) 2025-05-17 13:20:45 UTC 50.1K followers, 2615 engagements


"Since 2020 $MANH has generated more cash and short-term investments than revenue in most quarters underscoring its operational efficiency and financial flexibility. During this period $MANH has also delivered an impressive ROIC averaging above XX% far exceeding the industry average of 8%10%. This reflects the high-margin nature of its cloud-native SaaS model and its ability to grow profitably with minimal capital intensity"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1943300549316690106) 2025-07-10 13:25:30 UTC 50.1K followers, 4743 engagements


"$NU Holdings is still the fastest growing and largest fintech in Latin America. The number of customers grew from XX million in Q1 2022 to XXX million in Q1 2025. Revenue is growing more than XX% YoY EPS is growing more than XX% YoY. Credit revenue is growing more than XX% YoY. The number of customers is growing more than XX% YoY. Monthly average revenue per active user is growing XX% YoY. The company expects to report $XX billion in revenue by 2027. MercadoPago is its biggest competitor with a stronger focus on small businesses rather than individual users. Inter & Co the second-largest"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1929901612186697907) 2025-06-03 14:02:54 UTC 50.1K followers, 5486 engagements


"Today's After Hours Stock movers: $TCOM Trip Group +8.88%🟢 $HUBB Hubbell Incorporated +5%🟢 $TKO TKO Group Holdings 5.01%🟢 $FUN Six Flags Entertainment +5%🟢 $SLAB Silicon Laboratories +4.99%🟢 $LESL Leslie's -13.73%🔴 $BYND Beyond Meat -15.62%🔴"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1813694923289379042) 2024-07-17 21:59:01 UTC 50.1K followers, XXX engagements


"10 stocks with consistently high long-term ROIC that you might want to keep on your watchlist "If a business earns XX% on capital over XX or XX years even if you pay an expensive looking price youll end up with a fine result." -Charlie Munger 1) Lam Research Corporation $LRCX Wonderful business and the Biggest pension fund in South Korea added Long term ROIC 30%"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1899083977450807788) 2025-03-10 13:04:38 UTC 50.1K followers, 49.9K engagements


"Amazon Inc. $AMZN - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr): XX% - Expected Revenue Growth (3 yr): XX% - CAGR since 2005: XX% One of the best picks from the list. Over the past two weeks AWS has announced major expansions in Australia Chile Taiwan Saudi Arabia and Europe and the company is still building an army of robots. Amazon is currently trading at its lowest valuation in over XX years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327230025953367) 2025-06-18 13:22:22 UTC 50.1K followers, XXX engagements


"$ASML repurchased XXX million shares for a total amount of XXX billion Q2 2025: XXX billion Q1 2025: XXX billion Don't stop keep reducing the float"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945457880510968294) 2025-07-16 12:17:58 UTC 50.1K followers, 40.3K engagements


"Nothing is gonna stop $HIMS from exploring new markets new products and reaching over XX million subscribers. Nothing is gonna stop $TMDX from buying more planes and exploring new countries. Nothing is gonna stop $OSCR from reaching over XX million Americans. Nothing is gonna stop $GRAB from exploring new countries and implementing autonomous vehicles or buses. Nothing is gonna stop $DLO from exploring more countries and expanding into other financial services. its still early"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945121632550355088) 2025-07-15 14:01:50 UTC 50.1K followers, 15.7K engagements


"Since 2023 $XYZ has grown its cash and short-term investments at a faster pace than its debt reflecting a combination of strong operating performance and prudent capital management. When coupled with Block "Rule of 40" where is projected to exceed a combined revenue growth and profit margin of over XX% by 2026 this highlights the companys growing profitability discipline and suggests significant upside potential in the next years"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1946923878326129143) 2025-07-20 13:23:19 UTC 50.1K followers, 7372 engagements


"$CPRT Copart has $XXX billion in cash vs $XXX millions in Total liability Revenue is at its all time high and it's growing XX% YoY EBITDA margin remains strong at XX% - Revenue all time high - Cash all time high - Healthy Margins - Cash flow per share all time high - Copart is one of the most popular websites for the car community on YouTube The stock price its -XX% YTD Fascinating behavior Mr Market"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944886795520409708) 2025-07-14 22:28:40 UTC 50.1K followers, 12.7K engagements


"Fastest Growing Banking Brands 2025 $NU: It's number X and they only operate in X countries. Imagine a bigger market"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944111801009926456) 2025-07-12 19:09:07 UTC 50.1K followers, 17.1K engagements


"My highest fintech conviction stocks to buy and hold for more than XX years Visa Inc. $V Nu Holdings $NU Robinhood Markets $HOOD SoFi Technologies $SOFI Grab Holdings $GRAB DLocal Limited $DLO Wise plc $WISE They are all multibaggers growing XX% YoY and expanding into other markets or sectors. E-commerce is expected to be one of the fastest-growing industries in the coming years. Visa Grab DLocal and NU are heavily involved with microtransactions. You can wait patiendly to buy Bonus Etoro $ETOR (I need more data but it's worth keeping on the watchlist) eToro's founder is still leading the"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1939693821320691959) 2025-06-30 14:33:39 UTC 50.1K followers, 19.7K engagements


"Top XX Mid-Cap Growth Stocks Held by Funds: X. $CELH Celsius X. $MPWR Monolithic Power X. $MDB MongoDB X. $DXCM DexCom X. $HUBS HubSpot Are you holding any of these stocks"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1845261854542602676) 2024-10-13 00:34:44 UTC 50.1K followers, 4216 engagements


"$ASML is still a magnificent business growing doing buybacks and building the modern world"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1945552294281466247) 2025-07-16 18:33:08 UTC 50.1K followers, 16.4K engagements


"Adobe Inc. $ADBE - Profit Margin: XX% - ROIC: XX% - Earnings yield: XXXX% - Buyback Yield: XXXX% - Economic Moat: Wide - Expected EPS Growth (3 yr) : XX% - Expected Revenue Growth (3 yr) 11%: - CAGR since 2005: XXXX% Adobe its currently trading at the lowest valuation in more than XX years and the company is doing a lot buybacks"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1935327246606086272) 2025-06-18 13:22:26 UTC 50.1K followers, 1149 engagements


"4 Railway companies with Potential for Stock skyrocket in the Coming Years X. $CP - Canadian Pacific Kansas City $CP is the only railroad offering a seamless network spanning Canada the U.S. and Mexico with approximately 20000 route miles across those countries. Bill Ackmann recognizes the value of the 2023 merger that created CPKC making it the only single-line rail network connecting North America. $CP is a leader in transporting Canadian grain from prairie provinces to global markets via key ports. The company targets an industry-leading operating ratio below XX% driven by $X billion in"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1870471063387381811) 2024-12-21 14:07:07 UTC 50.1K followers, 44.2K engagements


"Earnings After close: $MCK McKesson $EQIX Equinix $MNST Monster Beverage $OXY Occidental Petroleum $MFC Manulife Financial $WPM Wheaton Precious Metals $NTR Nutrien $APP AppLovin $CPAY Corpay $HOOD Robinhood $MRO Marathon Oil $DUOL Duolingo $BROS Dutch Bros $OBDC Blue Owl Capital $HOOD after close I'm happy to pay $XX share"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1821267968610955601) 2024-08-07 19:31:35 UTC 50.1K followers, 2709 engagements


"When the world gets scary David Tepper is deploying more cash. His portfolio is at a 7-year high. Top positions: $BABA $PDD $AMZN and $JD. Large position SPY puts probably closed by now He added $XYZ before the stock crash He has reduced his $ASML position"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1923173179297591747) 2025-05-16 00:26:31 UTC 50.1K followers, 10.8K engagements


"Today's Largest Insider sells: $UBER Uber Technologies $35M $TDG TransDigm Group $22M $CVNA Carvana Co $20M $CRVL Corvel Corp $12M $WDAY Workday Inc $12M $RBLX Roblox Corp $9M $HURN Huron Consulting $3.4M $BKNG Booking Holdings $3M $HOOD RobinHood $2.6M $TEAM Atlassian Corp $2.8M $TOST Toast inc $2.5M $MRNA Moderna $1.8M $RVMD Revolution Medicines $1.5M $CRWD CrowdStrike Holdings $1.4M"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1813383320543113412) 2024-07-17 01:20:49 UTC 50.1K followers, XXX engagements


"$PEP - PepsiCo While PepsiCo reduced its FY earnings outlook due to macro headwindsincluding tariffs lower consumer confidence and economic uncertaintyits core fundamentals remain strong. - Free Cash Flow Yield: Expands from XXX% to XXX% by 2027 - Operating Cash Flow Yield: Rises to XXX% - P/E Ratio: Declines from 18.7x to 14.5x - EV/EBITDA: Compresses to 11.1x - Dividend Yield: Rises to XXX% Despite a modest revenue slowdown and elevated debt PepsiCo continues executing its long-term strategy through value-added investments portfolio evolution and operational efficiency. Its international"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1932291336411009371) 2025-06-10 04:18:49 UTC 50.1K followers, 3546 engagements


"Oscar Health $OSCR CEO Mark Bertolini said at a Washington Post that over the next XX years the individual insurance market could expand to cover around XXX million Americans"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1944407174739865902) 2025-07-13 14:42:50 UTC 50.1K followers, 47.6K engagements


"$NU Nu Holdings is back to its IPO price. Revenue went from $XXX billion in 2021 to $XX billion in 2024. Number of customers went from XX million to XXX million. Credit card revenue went from $XXX million to $XXX billion. Fees and commission revenue went from $XXX million to $XXX billion. Fascinating behavior Mr market Data from @stock_unlock"  
![@BourbonCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::251912158.png) [@BourbonCap](/creator/x/BourbonCap) on [X](/post/tweet/1899288437166838202) 2025-03-11 02:37:05 UTC 50.1K followers, 120.8K engagements