#  @BourbonCap Bourbon Capital Several major tech companies have reported significant growth and advancements, including Alphabet ($GOOG) with its first-ever $100 billion quarter, Amazon ($AMZN) with a strong quarter driven by AI and its cloud business, and Microsoft ($MSFT) with a large investment in OpenAI. Additionally, companies like MercadoLibre ($MELI) and Navitas ($NVTS) are making strides in their respective industries with innovative technologies and expansions. Meanwhile, industry leaders such as Nvidia ($NVDA) and ASML ($ASML) continue to push the boundaries in AI and semiconductor technology. ### Engagements: [-------] [#](/creator/twitter::251912158/interactions)  - [--] Week [---------] +70% - [--] Month [---------] -11% - [--] Months [----------] +105% - [--] Year [----------] +181% ### Mentions: [---] [#](/creator/twitter::251912158/posts_active)  - [--] Week [---] -5.30% - [--] Month [---] +19% - [--] Months [-----] -16% - [--] Year [-----] -65% ### Followers: [------] [#](/creator/twitter::251912158/followers)  - [--] Week [------] +1.10% - [--] Month [------] +3.10% - [--] Months [------] +42% - [--] Year [------] +128% ### CreatorRank: [-------] [#](/creator/twitter::251912158/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1399 [finance](/list/finance) #3110 [technology brands](/list/technology-brands) 42.86% [cryptocurrencies](/list/cryptocurrencies) #2514 [countries](/list/countries) 10.26% [social networks](/list/social-networks) 4.03% [financial services](/list/financial-services) #1812 [fashion brands](/list/fashion-brands) 2.2% [automotive brands](/list/automotive-brands) 0.73% [exchanges](/list/exchanges) 0.37% **Social topic influence** [$amzn](/topic/$amzn) #59, [stocks](/topic/stocks) #239, [$goog](/topic/$goog) #10, [ceo](/topic/ceo) #3033, [strong](/topic/strong) #1313, [$asml](/topic/$asml) #41, [asml](/topic/asml) #77, [ai](/topic/ai) #4858, [$grab](/topic/$grab) #8, [more than](/topic/more-than) #1229 **Top accounts mentioned or mentioned by** [@financejack44](/creator/undefined) [@william_r2rclub](/creator/undefined) [@stockstormx](/creator/undefined) [@grok](/creator/undefined) [@swingtraderphix](/creator/undefined) [@stockunlock](/creator/undefined) [@thetikr](/creator/undefined) [@rodrigoticoulat](/creator/undefined) [@ogheneroinana](/creator/undefined) [@jonahlupton](/creator/undefined) [@maayukk](/creator/undefined) [@greenpipstrade](/creator/undefined) [@briansoteli](/creator/undefined) [@tonitrades_](/creator/undefined) [@jimmyinvest](/creator/undefined) [@smsutherland](/creator/undefined) [@valuation_shop](/creator/undefined) [@cariloncapital](/creator/undefined) [@bramvgenechten](/creator/undefined) [@jcjc915661](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Advanced Micro Devices (AMD)](/topic/$amd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Msci Inc (MSCI)](/topic/$msci) [MercadoLibre Inc (MELI)](/topic/$meli) [4 (FOUR)](/topic/$four) [Mastercard, Inc. (MA)](/topic/$ma) [Intuit Inc. (INTU)](/topic/$intu) [Synopsys, Inc. (SNPS)](/topic/$snps) [DLocal Limited (DLO)](/topic/$dlo) [NuCypher (NU)](/topic/$nu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [UiPath, Inc. (PATH)](/topic/$path) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [UnitedHealth Group (UNH)](/topic/$unh) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Now Coin (NOW)](/topic/$now) [Copart, Inc. (CPRT)](/topic/$cprt) [Arista Networks Inc (ANET)](/topic/$anet) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Lam Research Corporation (LRCX)](/topic/$lrcx) [RAI Finance (SOFI)](/topic/$sofi) [ServiceNow Inc (NOW)](/topic/servicenow) [KLA Corp (KLAC)](/topic/$klac) [Micron Technology, Inc. (MU)](/topic/$mu) [Bull Market (BULL)](/topic/$bull) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alibaba Group (BABA)](/topic/$baba) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [ZetaChain (ZETA)](/topic/$zeta) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Moody's Corporation (MCO)](/topic/$mco) [Canadian National Railway (CNI)](/topic/$cni) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Metadium (META)](/topic/$meta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Salesforce Inc (CRM)](/topic/$crm) [Astera Labs, Inc. (ALAB)](/topic/$alab) ### Top Social Posts Top posts by engagements in the last [--] hours "Wonderful companies having a correction right now (most of them are monopolies or oligopolies): S&P Global $SPGI Intuit $INTU Fair Isaac $FICO Intuitive Surgical $ISRG Synopsys $SNPS TransDigm Group $TDG Copart $CPRT Adobe $ADBE Salesforce $CRM Constellation Software $CSU (The biggest correction the company has ever had) Small Caps: Shift4 Payments $FOUR The company has a 12% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT https://twitter.com/i/web/status/1973117411436957869 https://twitter.com/i/web/status/1973117411436957869" [X Link](https://x.com/BourbonCap/status/1973117411436957869) 2025-09-30T20:07Z 72.8K followers, 68.5K engagements "TransDigm Group $TDG usually increases buybacks when the stock price is weak. During fiscal [----] TransDigm repurchased approximately [------] shares of its common stock at an average price of $1247 per share for a total amount of approximately $0.5 billion. Subsequent to the quarter-end in October [----] TransDigm repurchased approximately [-----] additional shares at an average price of $1250 per share totaling around $0.1 billion. To give you an idea the largest buyback theyve done in the past [--] years was in [----] totaling over $0.66 billion. Now in fiscal [----] theyve reported a similar figure" [X Link](https://x.com/BourbonCap/status/1988596305644413040) 2025-11-12T13:14Z 72.8K followers, 26.3K engagements "Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday $MNDY DLocal $DLO https://twitter.com/i/web/status/2008285132659331345 https://twitter.com/i/web/status/2008285132659331345" [X Link](https://x.com/BourbonCap/status/2008285132659331345) 2026-01-05T21:11Z 72.7K followers, 33.7K engagements "5 Undervalued Small-Cap Stocks to Watch [--]. $ZETA - Zeta Global Holdings Corp. Zeta Globals key competitive advantage lies in its unified platform that seamlessly integrates MarTech and AdTech within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three core use cases (customer acquisition retention and monetization) across more than [--] digital channels. Zetas proprietary data cloud forms a powerful competitive moat which covers over [---] million individuals globally including [---] million active U.S. consumers. This data is refreshed quarterly through more than [---] million" [X Link](https://x.com/BourbonCap/status/2009981076303663325) 2026-01-10T13:30Z 72.8K followers, 127.1K engagements "$GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO" [X Link](https://x.com/BourbonCap/status/2010717296495333659) 2026-01-12T14:15Z 72.8K followers, 23.8K engagements "Top [--] Stocks to Buy and Hold for the Next Decade [--]. $GRAB - Grab Holdings Limited Grab is a leading super-app in Southeast Asia combining ride-hailing food delivery payments and financial services in emerging markets with a rapidly expanding middle class. Its ecosystem strategy (mobility + delivery + fintech) mirrors successful models seen in China but in a region with massive population growth and rapidly increasing internet and smartphone penetration. Indonesia is Grabs fastest-growing and most profitable market supported by strong execution across both budget and premium tiers: GrabBike" [X Link](https://x.com/BourbonCap/status/2012521123657789486) 2026-01-17T13:43Z 72.8K followers, 230.4K engagements "3. $GRAB - Grab Holdings Limited 5y Revenue CAGR Growth: 36.5% EPS Growth: Positive in [----] for the first time 5y Cash CAGR Growth: 170.5% 5-year stock performance: -70% Revenue CAGR forecast to 2030: Low: 15.6% Mid: 20% High: 19% Grab is the leading super-app in Southeast Asia combining ride-hailing food delivery payments and financial services across fast-growing emerging markets. The company is evolving into a hybrid food grocery and convenience platform similar to a Southeast Asian DoorDashInstacart model unlocking long-term monetization opportunities. Grab is also positioning itself as a" [X Link](https://x.com/BourbonCap/status/2019039762380636664) 2026-02-04T13:26Z 72.8K followers, [----] engagements "4. $ODD - Oddity Tech Oddity operates a closed-loop feedback system linking consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data rapid product testing and reduced dependence on third-party retailers. Odditys capital-light model with no reliance on physical retail delivers structural margin advantages over traditional beauty companies. AI-driven personalization algorithms match customers" [X Link](https://x.com/BourbonCap/status/2020489609059160144) 2026-02-08T13:27Z 72.8K followers, 24K engagements "Theyre all crashing right now. absolutely beautiful S&P Global Inc. $SPGI Moody's Corporation $MCO MSCI Inc. $MSCI [----] Vibes" [X Link](https://x.com/BourbonCap/status/2021215205930185127) 2026-02-10T13:30Z 72.8K followers, 54.3K engagements "$SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools and we expect that percentage to increase over time" Strong moat high FCF yield and fake disruption. its absolutely beautiful. https://twitter.com/i/web/status/2021959914743107665 https://twitter.com/i/web/status/2021959914743107665" [X Link](https://x.com/BourbonCap/status/2021959914743107665) 2026-02-12T14:49Z 72.8K followers, 26.6K engagements "2. $MELI - MercadoLibre MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. MercadoLibres credit portfolio has grown 100% YoY while maintaining record-low default rates. The company is now the #2 financial institution in Mexico by active users and #1 in app downloads" [X Link](https://x.com/BourbonCap/status/2022666476390400179) 2026-02-14T13:37Z 72.8K followers, [----] engagements "Bankruptcies from May 2024: May [--] [----] $AUVIQ Applied Uv Inc May [--] [----] $ISUNQ Isun Inc May [--] [----] $MACK Merrimack Pharmaceuticals May [--] [----] $NBSE Neubase Therapeutics Inc $QQQ $SPY" [X Link](https://x.com/BourbonCap/status/1802855806397825328) 2024-06-18T00:08Z 72.6K followers, [---] engagements "A few tips for new investors: 1) Never buy Airline stocks 2) Never buy IPOs 3) Never buy Weed stocks 4) Never buy NFTs 5) Never buy "crypto" coins 99% of them are scam 6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them. 7) Free bank information is always wrong. They always say the market is going to crash every single year. 8) Don't go crazy buying dips preserve your capital 9) Never buy before earnings 11) If the stock crashes it can take months or years to recover. No need to rush to buy dips. 10) The market" [X Link](https://x.com/BourbonCap/status/1818073421827424705) 2024-07-29T23:57Z 72.6K followers, 926.9K engagements "Most Recent IPO's I don't buy IPOs but some people buy it $GIG GigCapital7 Corp. $AZI Autozi Internet Technology $BSII Black Spade Acquisition II Co $SPA ISafe Pro Group Inc. $JBDI JBDI Holdings Limited" [X Link](https://x.com/BourbonCap/status/1829505059979485343) 2024-08-30T13:02Z 72.6K followers, [----] engagements "Nextracker Inc. $NXT Undervalue or Trap The stock is down 30% from its peak $NXT July [----] Net Debt 0🟢 Rev: $479.74m EPS: $0.48 FCFPS: [----] Gross Margin: 23% Share Price: $42.73 $NXT July [----] Net Debt 0🟢 Rev: $719.92B (+50%)🟢 EPS: $0.93 (+93%)🟢 FCFPS: [----] Gross Margin: 32%🟢 Share Price: $40.68 Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants. 1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement" [X Link](https://x.com/BourbonCap/status/1830283715362058322) 2024-09-01T16:36Z 72.6K followers, [----] engagements "If you don't want to buy Chinese stocks it's all good but [--] of the most valuable companies in Europe are undervalued: $LVMH $ASML It's up to you to take advantage $ACN was close to [--] weeks low few months ago and its back to all time high" [X Link](https://x.com/BourbonCap/status/1848083349232926805) 2024-10-20T19:26Z 72.6K followers, 130.9K engagements "There are a lot of undervalued stocks right now and next week you can take advantage of this: No risk: $PEP - Undervalued it's practically screaming for everyone to buy it. $TMO - A defensive stock that won't crash; it doesn't care about recessions. We need this company for the next [--] years. $CNI - A sleeping giant in the railway sector and it's one of the strongest oligopolies out there. We need this company for the next [---] years. Mid risk: $GOOG - The lawsuit is hitting the price but it's going to be over soon and this giant will return to normal. It's undervalued. $LVMH - The biggest" [X Link](https://x.com/anyuser/status/1857758465298706864) 2024-11-16T12:11Z 72.5K followers, 185.9K engagements "Undervalued stocks in the market right now. (THREAD🧵) [--]. $ASML - ASML Holding NV $ASML is the sole significant supplier of EUV lithography machines a complex technology that allows for the production of smaller and more powerful chips. $ASML holds a vast portfolio of patents and trade secrets that protect its technology and manufacturing processes. $ASML manufacturing process is highly complex requiring specialized expertise and advanced equipment. This means competitors would not only need to invest heavily but also dedicate significant time before they can even consider competing" [X Link](https://x.com/BourbonCap/status/1862122035289227656) 2024-11-28T13:11Z 72.6K followers, 273.6K engagements "Plenty of opportunities: $AMZN still undervalued $GOOG still undervalued $CNI still undervalued $ASML still undervalued $LVMH still undervalued $MELI still undervalued $GRAB still undervalued $PEP still undervalued $ZTS still undervalued $NU is a buy below $13 $STLA is a buy below $20 $AMGN is buy below $300 $NVO is a buy below $120 $PLTR is a buy below $30 $MSFT is a buy below $400 $HOOD is a buy below $20 $PYPL is a buy below $100 $BABA is a buy below $80 $TMDX is a buy below $120 $OXY is a buy below $60 $ODFL is a buy below $195 $ULTA is a buy below $360 $HIMS is a buy below $26 $AAPL is a" [X Link](https://x.com/BourbonCap/status/1862841601585799432) 2024-11-30T12:50Z 72.6K followers, 372.2K engagements "Undervalued stocks you might want to check out: (THREAD🧵) [--]. $AMZN - Amazon $AMZN's vast global presence and extensive logistics network allow it to offer a wide selection of products with quick delivery times. $AMZN has built an ecosystem that offers numerous synergies and cross-selling opportunities. This ecosystem encourages customer loyalty and frequent engagement. $AMZN is a leader in technological innovation with significant investments in cloud computing through Amazon Web Services (AWS) artificial intelligence and machine learning to enhance its services and operations" [X Link](https://x.com/anyuser/status/1862891746482602180) 2024-11-30T16:09Z 72.5K followers, 268.2K engagements "When you invest in $GRAB you are essentially purchasing: -$100 million worth of cars and properties in Singapore - $292 million in cash - [--] million customers - $UBER in [--] countries - $SHOP in [--] countries - $PYPL in [--] countries - $CART in [--] countries - [-----] employees with 30% dedicated to Research and Development which is commendable as it ensures ongoing expansion and exploration of new markets. Considerations: - 50% of the company's revenue comes from Malaysia and Singapore. With over [---] million people in Southeast Asia but only less than 6% currently using $GRAB the potential for" [X Link](https://x.com/anyuser/status/1863556243811447080) 2024-12-02T12:10Z 72.5K followers, 145.7K engagements "I'm not going to buy anything until Jan [----] but here is my price to buy: $ASML below $700 $LRCX below $80 $CNI below $115 $PYPL below $100 $HIMS below $26 $OXY below $55 $NU below $13 $ODFL below $200 $LVMH below $600 $EL below $90 $NOC below $450 $GOOG $AMZN $MSCI $INTU $BAM $GRAB $UNH $TMDX $V and $MELI whatever price I will add I sold 100% of $LULU and 50% of $ULTA; I want to focus on $MELI and $LVMH I won't add more $BABA; I'm happy with my position and I won't make any moves next year but I'm going to keep posting about BABA. I'm watching $OPEN $UBER $MRX $TMO $LEU $QXO $FOUR $ZETA $PFE" [X Link](https://x.com/BourbonCap/status/1866200721106124839) 2024-12-09T19:18Z 72.6K followers, 131.7K engagements "10 stocks to buy and hold for the next [--] 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 [--] years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them" [X Link](https://x.com/anyuser/status/1866886116567052332) 2024-12-11T16:41Z 72.5K followers, 1.2M engagements "5 Great companies whose stocks declined +15% in [----] but have strong recovery potential in the near future [--]. $OXY - Occidental Petroleum Corporation P/E - [-----] FCF - $4.3B Debt - $27.6B Reasons for stock decline: [--]. Significant debt load partly due to past acquisitions. [--]. Global geopolitical tensions in the Middle East creating uncertainty in oil supply and demand dynamics. [--]. Challenges in consistently delivering shareholder returns. Positive aspects: [--]. Leader in CCUS technology through its subsidiary Oxy Low Carbon Ventures (OLCV) [--]. Diversification into areas beyond oil and gas" [X Link](https://x.com/anyuser/status/1871921977100742874) 2024-12-25T14:12Z 72.5K followers, 264.9K engagements "Warren Buffett once said "Our favorite holding period is forever" Here are [--] stocks to own for the next [--] years. [--]. Microsoft - $MSFT [--]. Azure's market share is projected to reach 30% by [----] driven by advancements in hybrid solutions and edge computing. [--]. Microsoft could generate 25%-30% of its revenue from AI-related services in the coming years. [--]. Game Pass subscriptions are expected to surpass [--] million within five years fueled by the growth of mobile and cloud gaming. [--]. AI-related revenues from offerings like Copilot Azure AI and OpenAI licensing could contribute up to $100 billion" [X Link](https://x.com/anyuser/status/1875536431004668404) 2025-01-04T13:35Z 72.5K followers, 296.5K engagements "Such nice opportunities right now. $MELI $1700 $AMZN $220 $GOOG $190 $AMD $120 $ASML $700 $GRAB $5 $INTU $610 $TMDX $70 $HIMS $25 Long-term growth" [X Link](https://x.com/anyuser/status/1877171491764121763) 2025-01-09T01:52Z 72.5K followers, 129K engagements "14 companies you should buy and hold for long-term growth; if you don't own them yet you should keep them on your watchlist. Valhalla Portfolio: $ASML: A key player in the semiconductor industry ASML specializes in photolithography systems used in manufacturing computer chips. With the tech industry's growth ASML's technology is crucial making it an important investment in the tech supply chain" [X Link](https://x.com/BourbonCap/status/1877687943164579953) 2025-01-10T12:04Z 72.6K followers, 151.1K engagements "There is always money to be made We like $LVMH below $600; today it's back to $730. We like $ASML below $700; today it's back to $750. We like $HIMS below $25; today it's back to $30. We like $NVO below $80; today it's back to $90. $BABA below $90 is still great. $AMZN below $220 is a gift. $NVDA close to $130 looks nice $TMO below $520 is a gift. $GOOG below $200 is great. $CNI below $120 is great. $INTU below $600 looks nice. $TMDX below $90 is great. $NU below $12 is wonderful. $GRAB below $5 is wonderful. $UNH below $500 is great. $AAPL below $220 looks nice. $UBER close to $60 its a gift" [X Link](https://x.com/BourbonCap/status/1882793798453100716) 2025-01-24T14:13Z 72.6K followers, 135.4K engagements "Peter Lynch one of the greatest growth investors of all time once said: "If you're in the right stock it's better to hold on for the long term." He used this metric to select his stocks. - PE [--] - Forward PE [--] - EPS Growth 15% - Profit margin 15% - ROIC 15% - Debt / FCF [--] Here are some companies that match or close to match those criteria:" [X Link](https://x.com/BourbonCap/status/1887134652214726732) 2025-02-05T13:42Z 72.6K followers, 233.1K engagements "David Tepper added more $BABA $ASML $NVDA $AMD and $VST" [X Link](https://x.com/BourbonCap/status/1888993984619462825) 2025-02-10T16:50Z 72.6K followers, 341.9K engagements "$MELI is a $7000 per share stock but the market doesn't know this yet. $GRAB is a $10 per share stock but the market doesn't know this yet. $ASML is a $2000 per share stock but the market knows this but they don't want to buy it yet. $HIMS is a +$100 per share stock; the short position knows this but the market doesn't want to acknowledge this. $GOOG is a $300 per share stock but the market doesn't want to buy it. $AMZN is a $350 per share stock the market know this but they don't want to buy it yet $AMD is a $300 per share stock but the market is too busy making fun of the stock. $NVO is a" [X Link](https://x.com/BourbonCap/status/1889343574690426964) 2025-02-11T15:59Z 72.6K followers, 241.7K engagements "$AMD insider bought the dip 500k worth of shares" [X Link](https://x.com/BourbonCap/status/1889799851107631574) 2025-02-12T22:12Z 72.6K followers, 393.8K engagements "Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM Sold 100% of $BABA" [X Link](https://x.com/BourbonCap/status/1890448064168538591) 2025-02-14T17:08Z 72.6K followers, 180.6K engagements "Small caps to buy and hold for the next [--] years: 1) Hims & Hers Health Inc. $HIMS - Over [---] million subscribers - A monthly online revenue of $73 per average subscriber - Revenue is growing more than 50% year-over-year -$300 million in cash - The company is projected to reach [--] million subscribers Next quarter we are expecting $528 million in revenue which is laughable" [X Link](https://x.com/BourbonCap/status/1894760901930074285) 2025-02-26T14:46Z 72.6K followers, 241.5K engagements "David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors and it's the best proof that money can be made anywhere in the world. Let me tell you about it 🧵" [X Link](https://x.com/BourbonCap/status/1898363871695454299) 2025-03-08T13:23Z 72.6K followers, 345.3K engagements "The market is in panic mode right now but we have a lot of suspicious insider buying activity this week. 1) Congressman Josh Gottheimer bought up to $27M of Microsoft $MSFT call options He added more $BABA as well" [X Link](https://x.com/anyuser/status/1898782687260741911) 2025-03-09T17:07Z 72.5K followers, 329.4K engagements "$NU Nu Holdings is back to its IPO price. Revenue went from $1.7 billion in [----] to $12 billion in [----]. Number of customers went from [--] million to [---] million. Credit card revenue went from $358 million to $3.8 billion. Fees and commission revenue went from $600 million to $1.9 billion. Fascinating behavior Mr market Data from @stock_unlock" [X Link](https://x.com/anyuser/status/1899288437166838202) 2025-03-11T02:37Z 72.5K followers, 121.3K engagements "Stanley Druckenmiller is a name every investor should know. He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Lets dive into his stock-buying criteria recent performance and tips" [X Link](https://x.com/anyuser/status/1903431796051574815) 2025-03-22T13:01Z 72.5K followers, 616.5K engagements "10 Best Stocks to Hold for the Next Decade🧵 [--]. $AMZN - Amazon AWS dominates 32% of the global cloud infrastructure market reinforcing its leadership in cloud computing. Amazon plans to invest $19.12B by [----] to expand logistics and cloud infrastructure in Germany including three new fulfillment centers. With over 200M Prime members worldwide Amazon enjoys strong customer loyalty and a competitive advantage. AWS generates 70% of operating income allowing Amazon to reinvest heavily in logistics e-commerce AI and emerging technologies" [X Link](https://x.com/BourbonCap/status/1904887543809925183) 2025-03-26T13:25Z 72.6K followers, 422.6K engagements "Novo Nordisk A/S $NVO is currently trading at its lowest price-to-sales ratio since March [----]. This is the biggest company in Europe and they hold a significant portion of the obesity care and diabetes market. What a wonderful time to be alive" [X Link](https://x.com/BourbonCap/status/1905265866477838495) 2025-03-27T14:29Z 72.6K followers, 327.8K engagements "Google $GOOG its currently trading at [----] prices - Cloud Revenue went from $17 billion in [----] to $43 billion in [----]. - Google Subscriptions revenue went from $27 billion to $40 billion. - YouTube Revenue went from $27 billion to $36 billion. - MrBeasts channel one of their most important assets went from [--] million subscribers to [---] million. Fascinating behavior Mr. Market Data from @stock_unlock" [X Link](https://x.com/BourbonCap/status/1906336483734118749) 2025-03-30T13:23Z 72.6K followers, 196.1K engagements "Stanley Druckenmiller: 'I'm not sure if I'v ever made money shorting.' He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Long term: 30% CARG Short positions: 0% (He doesn't know) Don't short the market and never bet against America" [X Link](https://x.com/BourbonCap/status/1906381172218737091) 2025-03-30T16:21Z 72.6K followers, 571.1K engagements "Quality stocks near their 52-week low. $GOOG $147 $ADBE $349 $SPGI $451 $AAPL $188 $INTU $561 $CDNS $232 $SNPS $388 $MRVL $49.43 $NVDA $94 $AMD $85 $MSFT $359 $AMZN $171 $AVGO $146 $TSM $146 $ASML $605 $ORCL $128 $ARM $87 $NOW $721 $ANET $64" [X Link](https://x.com/BourbonCap/status/1908876418441765371) 2025-04-06T13:36Z 72.6K followers, 86.8K engagements "Warren Buffett: There are levels of trade deficit that bother me "when you are in effect buying more from other countries than they're buying from you you are handing them investment funds" "we don't want it to be a question of where we import 20% of our GDP and we export nothing. Now we could all quit working and we could handle little pieces of paper to the rest of the world. They could keep sending us food they could send us autos they could send us all kinds of things. But eventually they have claims on all our wealth" Trust the process: short-term pain for long-term gain" [X Link](https://x.com/BourbonCap/status/1910825742939688979) 2025-04-11T22:42Z 72.6K followers, 1.6M engagements "BlackRock CEO Larry Fink: "this is an opportunity to look for opportunities" "This is not a pandemic. This is not a financial crisis. Is something that we have created. United States post-World War II was a global stabilizer. We are the global destabilizer." "That's a very hard thing to say because I pride ourselves of bringing the leadership bringing the conversations. But I will say the power of US capitalism is still alive. They still want to engage they still want to build. So long term I'm less worried about some of these issues but in the short run I'm petrified"" [X Link](https://x.com/anyuser/status/1911475108243202316) 2025-04-13T17:42Z 72.5K followers, 189.1K engagements "Politicians are buying $AMD Jefferson Shreve added [--] days ago Marjorie Greene added [--] days ago Tony Wied added [--] days ago" [X Link](https://x.com/BourbonCap/status/1912839727977316556) 2025-04-17T12:05Z 72.5K followers, 131.6K engagements "Quality stocks trading near [--] week low $ASML $646 $MCO $420 $EFX $221 $GOOG $153 $ODFL $153 $LVMH $480 $NVR $7111 $HD $356 $AMZN $173 $TSM $153 $NVDA $102 $ANET $71 $UNH $448 $ADBE $353 $MSFT $371 $ACN $284 $AMAT $112 $AMD $88 $CMG $48 $NOW $778 $MRVL $51 $ZTS $148 $TMO $429 $DHR $186 $NVO $58 $GRAB $4 $ABNB $113 $LULU $250 Growth Stocks: $SOFI $10.96 $NU $11 $HIMS $27 $HOOD $41 $FOUR $76" [X Link](https://x.com/BourbonCap/status/1912959363373056196) 2025-04-17T20:00Z 72.6K followers, 114.3K engagements "Former Google $GOOG CEO Schmidt told Congress that Al could eventually use 99% of the world's electricity AI currently uses 3% of global energy and it's growing faster than we can build new power plants" [X Link](https://x.com/BourbonCap/status/1917557003079070014) 2025-04-30T12:29Z 72.6K followers, 241.3K engagements "40% of Google's $GOOG portfolio is concentrated in healthcare health insurance and biotech. Why are they so obsessed with healthcare" [X Link](https://x.com/BourbonCap/status/1929946361731903733) 2025-06-03T17:00Z 72.5K followers, 151.4K engagements "$GOOG Strong buy $AMZN Strong buy $ASML Strong buy $OSCR Strong buy $NU Strong buy $ADBE Strong buy $NVO Buy $ANET Strong buy $SNPS Buy Some of these companies have a solid wide moat strong ROIC revenue growing at 12% gross margin 40% and FCF growth 12%. The diluted average shares outstanding CAGR from [----] to [----] for ASML Google and Adobe is 0% and they have been conducting massive buybacks. ANET 0.005% $CPRT its getting there $OSCR will go to $18 but who knows when" [X Link](https://x.com/anyuser/status/1930799185219014669) 2025-06-06T01:29Z 72.5K followers, 77.8K engagements "Plenty oportunities: $GOOG strong buy $AMZN strong buy $TSM buy (The CEO confirmed they are busy.) $TMO strong buy $GRAB strong buy (Building an AI lab) $OSCR strong buy (Founder bought at $16) $SOFI strong buy (EVP bought at $16) $ASML Strong buy (Buying back everyday) $NU strong buy $ANET Strong buy $ULTA Hold (CEO bought at $346) $INTU Hold $LULU up to you (CEO bought at $260) $NVO moderate buy $LVMH moderate buy (CEO bought the dip) $MSCI moderate buy (CEO bought the dip) $PYPL moderate buy $NVR moderate buy $AMAT moderate buy (CEO bought the dip) $MRVL Strong buy (CEO bought the dip)" [X Link](https://x.com/BourbonCap/status/1931984613263790521) 2025-06-09T08:00Z 72.6K followers, 236.8K 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 50% discount. $ADBE Healthy company heavily discounted $LULU Healthy company heavily discounted $PDD 40% of this company its cash $UNH experienced five distinct drawdown episodes of more than 50% since its IPO and it has recovered from all of them: 1987: 82.7% 2008: 74.4% 1998: 57.0% 2025: 60% 1996: 54.0% Small cap: $OSCR trading at cash revenue all time high member all time high and margin are improving" [X Link](https://x.com/BourbonCap/status/1932787973357031645) 2025-06-11T13:12Z 72.6K followers, 139.9K engagements "10. The Descartes Systems Group Inc. $DSGX Software company that helps other companies move stuff better faster and cheaper. - Profit Margin: 75.6% - ROIC: 12.9% - Earnings yield: 1.67% - Expected EPS Growth (3 yr): 21% - Expected Revenue Growth (3 yr): 11% - CAGR since IPO: 22.2% https://twitter.com/i/web/status/1934597446346117571 https://twitter.com/i/web/status/1934597446346117571" [X Link](https://x.com/BourbonCap/status/1934597446346117571) 2025-06-16T13:02Z 72.4K followers, [----] engagements "Robinhood $HOOD director bought [--] million worth of shares Price reported $74" [X Link](https://x.com/BourbonCap/status/1935091958080262391) 2025-06-17T21:47Z 72.6K followers, 593.9K engagements "The guy who owns 28% of $OXY right now" [X Link](https://x.com/BourbonCap/status/1936913574280212611) 2025-06-22T22:25Z 72.6K followers, 119.9K engagements "Visa $V CEO: 'We will enable and scale stablecoins if consumers want them' Improvise adapt overcome long $V" [X Link](https://x.com/BourbonCap/status/1937609255189696521) 2025-06-24T20:30Z 72.6K followers, 173.1K engagements "Selling a tenbagger early is one of the most painful experiences you will ever witness" [X Link](https://x.com/anyuser/status/1938340412403400762) 2025-06-26T20:55Z 72.5K followers, 112.8K engagements "Texas Pacific Land Corporation $TPL its down 50% from its highs The stock has grown at 35.8% per year delivering over 2000% returns in [--] years. The stock has a lot of volatility but it's worth taking a look. I'm gonna make a bigger post next week" [X Link](https://x.com/BourbonCap/status/1953478015956009276) 2025-08-07T15:27Z 72.4K followers, 10.3K engagements "$GOOG empire still going strong" [X Link](https://x.com/BourbonCap/status/1954281540655157525) 2025-08-09T20:40Z 72.6K followers, 411.6K engagements "How Peter Lynch selects stocks: - Trailing PE [--] - Forward PE [--] - Debt/Equity 35% - EPS Growth 15% - PEG Ratio [---] - Market cap $5 billion I'm going to give you a few examples including one of my holdings:" [X Link](https://x.com/BourbonCap/status/1954890966315286591) 2025-08-11T13:01Z 72.6K followers, 139.7K engagements "David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors he was right about Alibaba and now he has a new bet Let me tell you about it🧵" [X Link](https://x.com/BourbonCap/status/1956327609089900917) 2025-08-15T12:10Z 72.6K followers, 211.2K engagements "Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at 32.4% per year delivering over 1522% returns in [--] years. Let me tell you about it🧵" [X Link](https://x.com/BourbonCap/status/1959969020947370200) 2025-08-25T13:20Z 72.5K followers, 31.9K engagements "In [----] $TSLA was at $19 $AMD at $12 and $SHOP at $14 and right now they went up with over 2000% return in less than a decade. Here are [--] companies under $20 that could potentially hit similar returns in the next 8-10 years" [X Link](https://x.com/BourbonCap/status/1960693788076044520) 2025-08-27T13:20Z 72.6K followers, 295.1K engagements "If we have a market correction in the next two months here is my humble list: 1) $FICO 90% of US lenders use FICO 2) $ASML Controls 100% of the EUV market 3) $INTU The largest tax software in the world 4) $UNH Largest health care in the world 5) $NVO Controls a significant part of the diabetes market 6) $GOOG YouTube is the largest university in the world and Gemini is set to be a leader 7) $TSM The largest chip maker in the world 9) $MELI Largest e-commerce in Latin America 10) $NU its gonna one of the largest banks in the world 11) $FOUR The World Cup is next year a lot of restaurants" [X Link](https://x.com/BourbonCap/status/1962677446622232916) 2025-09-02T00:42Z 72.6K followers, 118.1K engagements "8 Stocks to Hold for the Next Decade🧵 [--]. $GOOG - Alphabet Google controls over 90% of the global search market cementing its dominance. A leader in quantum computing and one of the fastest-growing cloud providers. Gemini models now serve 9M+ developers setting benchmarks across languages and logic. The Gemini App has 450M MAUs with daily requests up 50% QoQ. Owns YouTube where Shorts average 200B daily views monetizing on par with long-form in many regions. Waymo has driven 100M autonomous miles and is expanding into new cities and countries. Despite heavy R&D investment Alphabet is" [X Link](https://x.com/BourbonCap/status/1965042224053522819) 2025-09-08T13:19Z 72.6K followers, 140.9K engagements "5 Undervalued Companies You Might Want to Take a Look At $UNH - UnitedHealth Group P/E: 14.9x Foward PE: 21.4x 5Y ROIC: 10.78% 5Y average Gross Margin: 20.8% 5Y Revenue Growth: 11.32% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about 40% in the past year. David Tepper has made UNH his second-largest position with an average cost of $311 but he started buying when shares were trading above $500. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for [----] with Medicare" [X Link](https://x.com/BourbonCap/status/1966487067518546416) 2025-09-12T13:00Z 72.4K followers, 52.2K engagements "Google $GOOG has partnered with the following companies for agent payments: Adobe $ADBE Salesforce $CRM Intuit $INTU DLocal $DLO Mastercard $MA Alibaba $BABA ServiceNow $NOW Disruption Portfolio is making big moves" [X Link](https://x.com/anyuser/status/1968447515755184169) 2025-09-17T22:50Z 72.5K followers, 50.3K engagements "Dan Niles: $GOOG will have the best AI app in the long term Many people underestimate that Google will be capable of generating more than $100 billion in cash flow soon" [X Link](https://x.com/BourbonCap/status/1969014920847986803) 2025-09-19T12:25Z 72.6K followers, 96K engagements "$ASML is finally showing signs of recovery. The sleeping giant is up 34% YTD" [X Link](https://x.com/BourbonCap/status/1969153506910122489) 2025-09-19T21:35Z 72.5K followers, 57.2K engagements "Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at 27% per year delivering over 991% returns in [--] years" [X Link](https://x.com/BourbonCap/status/1970116021110632603) 2025-09-22T13:20Z 72K followers, [----] engagements "Paymentus Holdings Inc. $PAY - Fintech - Payment Transaction Processing Revenue has been growing 32% per year since [----] - Revenue and EPS are expecting to grow +20%" [X Link](https://x.com/BourbonCap/status/1970116036822495577) 2025-09-22T13:20Z 72.5K followers, [----] engagements "Favorite Monopolies and Oligopolies: Taiwan Semiconductor $TSM S&P Global $SPGI MSCI $MSCI Visa $V Intuitive Surgical $ISRG Microsoft Corporation $MSFT American Express $AXP Axon Enterprise $AXON Cadence Design Systems $CDNS Synopsys $SNPS Arista Networks $ANET Mastercard $MA Intuit $INTU Equinix $EQIX ASML Holding $ASML Alphabet $GOOG Amazon $AMZN Fair Isaac $FICO MercadoLibre $MELI TransDigm Group $TDG Canadian National Railway $CNI Copart $CPRT Novo Nordisk $NVO https://twitter.com/i/web/status/1970895952023031869 https://twitter.com/i/web/status/1970895952023031869" [X Link](https://x.com/BourbonCap/status/1970895952023031869) 2025-09-24T16:59Z 72.6K followers, 23.6K engagements "FactSet Research $FDS CEO added shares; it's the first insider purchase since [----] Wild" [X Link](https://x.com/BourbonCap/status/1971314856927338937) 2025-09-25T20:44Z 72.5K followers, [----] engagements "11 Stocks to Buy and Hold for the Next Decade [--]. Amazon $AMZN Amazon remains a global powerhouse across cloud logistics and retail and is expected to maintain this leadership into the next decade through aggressive expansion in India Latin America and the Middle East. AWS holds 32% of the global cloud market and by [----] it could remain the worlds largest cloud platform generating $300B+ in annual revenue while expanding its AI-as-a-service offerings. Generative AI demand is now a multibillion-dollar business growing at triple-digit YoY rates with demand outpacing supply. Amazon Pharmacy" [X Link](https://x.com/BourbonCap/status/1971564940579229954) 2025-09-26T13:18Z 72.6K followers, 277.3K engagements "2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted 70% by Google Lens adoption. YouTube is rapidly expanding into live sports connected TV and advertising and is expected to rival Netflix in revenue over the next few years. Alphabets AI strategy has gained significant momentum. Unlike peers that must attract users for new AI ideas Alphabet already operates at scale. Its AI overviews now reach over [--] billion monthly users across 200+ countries increasing query volume by 10% in supported categories enhancing engagement and" [X Link](https://x.com/BourbonCap/status/1971564945885036793) 2025-09-26T13:18Z 72.4K followers, 26.9K engagements "3. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over [---] software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $4 trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants" [X Link](https://x.com/BourbonCap/status/1971564950561698011) 2025-09-26T13:18Z 72.4K followers, 28.3K engagements "Blackstone $BX COO Jon Gray described the next big thing across three categories: 1) Chips 2) Data Centers 3) Power They've projected a 40% increase in US electricity demand over the next [--] years. The first two categories depend entirely on the third making electricity demand a critical driver for the future https://twitter.com/i/web/status/1972636184414208089 https://twitter.com/i/web/status/1972636184414208089" [X Link](https://x.com/BourbonCap/status/1972636184414208089) 2025-09-29T12:14Z 72.6K followers, 304.5K engagements "Finally someone isnt afraid to speak the truth. Everyone knew that computers semiconductors and internet were going to change the future and the impact was going to be massive. But the timing was miscalculated by the market and that miscalculation usually comes with corrections. Spot on Kenneth Griffin" [X Link](https://x.com/BourbonCap/status/1975372659765452913) 2025-10-07T01:28Z 72.6K followers, 293.1K engagements "6 stocks I would buy right now $JD - Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates Chinas largest self-owned logistics network covering 99% of the population with over 90% of urban orders delivered within [--] hours. This unmatched fulfillment capability continues to be a key differentiator anchoring JDs leadership in reliability and customer experience. JD Food Delivery has become a powerful growth engine boosting both user acquisition and cross-selling. Daily orders have peaked at [--] million supported by more" [X Link](https://x.com/anyuser/status/1975552076336828715) 2025-10-07T13:21Z 72.5K followers, 142.3K engagements "UiPath $PATH is Such a hidden gem" [X Link](https://x.com/BourbonCap/status/1976990944177406266) 2025-10-11T12:39Z 72.6K followers, 209.7K engagements "7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $400 billion by [----] expanding far beyond manufacturing into healthcare logistics and AI-driven enterprise automation. Here are seven companies that are well-positioned to lead and benefit from this transformation. [--]. $AMZN - Amazon Amazons unparalleled integration of robotics AI and logistics data has made it one of the most automated corporations in the world. Amazon Robotics now operates more than [------] robots across its fulfillment centers including Kiva and Proteus models that handle picking" [X Link](https://x.com/BourbonCap/status/1977723830651981887) 2025-10-13T13:11Z 72.4K followers, 85K engagements "Whats your highest conviction stock under $5 billion market cap" [X Link](https://x.com/BourbonCap/status/1978151253893906775) 2025-10-14T17:29Z 72.5K followers, 221.7K engagements "Semiconductor Supply Chain This chart tells you: US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC ASML (EU) remains the worlds sole provider of EUV lithography Asia dominates wafer fabrication and ATP: $TSM and Samsung Electronics" [X Link](https://x.com/BourbonCap/status/1978477168813277562) 2025-10-15T15:04Z 72.6K followers, 169.9K engagements "Growth stocks having a correction: MercadoLibre $MELI Sea $SE Grab Holdings $GRAB Fair Isaac $FICO TransMedics $TMDX Duolingo $DUOL ServiceNow $NOW Sezzle $SEZL Root $ROOT Eli Lilly $LLY UiPath $PATH Zeta Global $ZETA Paymentus Holdings $PAY monday $MNDY WeRide $WRD Rubrik $RBRK Shift4 Payments $FOUR https://twitter.com/i/web/status/1979183369133932765 https://twitter.com/i/web/status/1979183369133932765" [X Link](https://x.com/BourbonCap/status/1979183369133932765) 2025-10-17T13:51Z 72.7K followers, 67.7K engagements "5 Undervalued Small-Cap Stocks to Buy [--]. $PATH - UiPath UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating robotic process automation (RPA) process mining generative AI and agentic automation within a single low-code/no-code environment. It is one of the few platforms to deliver a complete automation lifecycle under one control plane. Since launching its AI-powered automation suite UiPath has supported nearly [--] million agent runs and over [------] process instances with 450+ customers actively building and deploying AI agents. With 2.5M+ community users" [X Link](https://x.com/BourbonCap/status/1980260333236158969) 2025-10-20T13:10Z 72.4K followers, 108.6K engagements "$AMZN and $GOOG are taking 68% of the new AI startup" [X Link](https://x.com/BourbonCap/status/1980610009579786430) 2025-10-21T12:19Z 72.6K followers, 103.2K engagements "Whats your highest conviction stock right now" [X Link](https://x.com/BourbonCap/status/1980766290097881423) 2025-10-21T22:40Z 72.6K followers, 44K engagements "$HIMS short interest is at 36% close to its highest level. The short squeeze hasnt even started yet" [X Link](https://x.com/BourbonCap/status/1981059586917638433) 2025-10-22T18:06Z 72.4K followers, 29.1K engagements "Sergey Brin said a year ago that he is working at $GOOG every day because he has never seen anything as exciting as the recent progress in AI and he doesn't want to miss out Founder motivation usually leads to incredible results" [X Link](https://x.com/anyuser/status/1981404523680973051) 2025-10-23T16:57Z 72.5K followers, 91.1K engagements "Fair Isaac Corporation $FICO - Operating income has surpassed operating expenses - The company expects to generate $1 billion in free cash flow over the next few years - Revenue and EPS are growing by more than 20% - FICO Scores are used in over 90% of U.S. lending decisions - No signs of disruption - Strong pricing power Arguably one of the best businesses ever created. Long $FICO https://twitter.com/i/web/status/1981753113015882090 https://twitter.com/i/web/status/1981753113015882090" [X Link](https://x.com/BourbonCap/status/1981753113015882090) 2025-10-24T16:02Z 72.7K followers, 19.2K engagements "$NVTS NTM free-cash-flow yield stands at -1.33% a major improvement from its five-year average of -6% and a recent trough of -16%. Although still negative this trajectory suggests the company is approaching cash-flow neutrality after several years of investment-heavy scaling. For a small cap operating in a structurally expanding market this improvement is encouraging it reflects lower capex intensity and better inventory management. If Navitas sustains gross-margin expansion above 45% it could reach positive free-cash-flow territory by mid-2026" [X Link](https://x.com/BourbonCap/status/1982798886151262337) 2025-10-27T13:17Z 72.5K followers, [----] engagements "This is the best video from $NVDA so far [--] years of history in a single clip. From video games in the early 1990s and 2000s to gradually expanding into other sectors NVIDIA has slowly become one of the most essential companies in the world" [X Link](https://x.com/BourbonCap/status/1983234956340891907) 2025-10-28T18:10Z 72.6K followers, 153.6K engagements "7 undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y Revenue Growth: 11.4% ROIC: 27% Debt/Equity: 0.76x 1-year performance: -39.7% UnitedHealth serves over [--] million individuals leveraging its unmatched scale data infrastructure and pricing power to deliver efficient healthcare solutions across the U.S. Its diversified revenue streams insurance premiums Optum Health Optum" [X Link](https://x.com/anyuser/status/1984630748863688929) 2025-11-01T14:36Z 72.5K followers, 701.3K engagements "$ADBE - Adobe PE: 21xFoward PE: 14.8x 5y Revenue Growth: 13.1%Profit margin: 30% ROIC: 27% Debt/FCF: 0.69x 1-year stock performance: -30.5% Adobe holds roughly 42% global market share in creative software powered by its industry-leading Creative Cloud suite. Around 74% of Adobes revenue comes from its Digital Media segment a subscription-based model that ensures recurring revenue customer retention and predictable cash flows. Its AI roadmap is ambitious targeting $5 billion in ARR from generative AI by [----]. The companys AI engine Firefly is expanding into 3D and VR content creation keeping" [X Link](https://x.com/BourbonCap/status/1984630760389644436) 2025-11-01T14:37Z 72.4K followers, 34.8K engagements "$FOUR - Shift4 Payments PE: 26.7x Foward PE: 11.6x 5y Revenue Growth: 41.2% 5y Cash Growth: 299% Debt/Equity: 1.8x YTD performance: -33.9% Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in industries where competitors face fragmentation. The company holds 15-20% U.S. market share in hotels and restaurants and is expanding into arenas stadiums e-commerce and international markets. Its recent acquisition in Europe added tax-free shopping capabilities extending its footprint across Europe and Asia. Shift4 is expected to sustain free-cash-flow" [X Link](https://x.com/BourbonCap/status/1984630763040456978) 2025-11-01T14:37Z 72.4K followers, 32.8K engagements "$ADBE CEO: we believe our stock is undervalued so we are buying back a lot of our shares right now [--] undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y https://t.co/WAxk96cn9Y [--] undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies." [X Link](https://x.com/BourbonCap/status/1984959362842907052) 2025-11-02T12:22Z 72.6K followers, 656.4K engagements "Which robotics stocks do you think will dominate the next decade" [X Link](https://x.com/BourbonCap/status/1985410124387680405) 2025-11-03T18:13Z 72.6K followers, 24.4K engagements "This is by far one of the best interviews from Bruce Flatt Brookfields CEO. During the interview the reporter asked him if we are in a bubble and he immediately broke character saying we are not. He explained that the majority of these companies have better credit ratings than most countries plenty of cash and are making long-term investments. Its not a job for everyone and its not easy to do. Bruce also said were going to need all the power we can get and energy consumption is expected to double over the next [--] years Bruce rarely shows emotion but this time he decided to break character" [X Link](https://x.com/BourbonCap/status/1986122258742419530) 2025-11-05T17:23Z 72.6K followers, 330.2K engagements "Shift4 Payments $FOUR Gross Revenue up 61% YoY Gaap EPS from [----] Q3 [----] to [----] Q3 [----] No bueno Net income Q3 [----] $53.8 to $33.4 Q3 [----] -38% YoY 'our board has authorized a new $1 billion stock repurchase programwhich is the largest in our history.'" [X Link](https://x.com/BourbonCap/status/1986411006793240606) 2025-11-06T12:31Z 72.4K followers, 10.7K engagements "Fair Isaac $FICO is such a magnificent business Revenue is up 16% YoY Return on Capital 70.41% (All time high) EPS is up 30% YoY Operating Cash flow is up 24% YoY Patiently waiting to buy more" [X Link](https://x.com/BourbonCap/status/1986472811343274113) 2025-11-06T16:36Z 72.7K followers, 12.2K engagements "Many high-ROIC companies with 12%+ EPS growth are having a slow year are you buying Meta Platforms $META is up 5% YTD Stock price is down 21% from its highs Return on Capital: 33% Earnings yield: 4% EPS has been growing 12% Adobe Inc $ADBE is down -27% YTD Stock price is down 52% from its highs Return on Capital: 46% Earnings yield: 4% EPS has been growing 12% Strong buybacks MSIC $MSCI is down -3% YTD Stock price is down 13% from its highs Return on Capital: 45% EPS has been growing 12% Cannibal stock Mastercard $MA is up 5% YTD Stock price is down 8% from its highs Return on Capital: 68%" [X Link](https://x.com/BourbonCap/status/1986936464920449039) 2025-11-07T23:19Z 72.6K followers, 38.4K engagements "'I cant think of a CEO a management consultant an academic a member of government you name it that I would select over Greg to handle your savings and mine' Such powerful words from Warren Buffett Especially when Greg Abel is going to be in charge of $400 billion in cash in less than [--] weeks" [X Link](https://x.com/BourbonCap/status/1988007413329391717) 2025-11-10T22:14Z 72.5K followers, 14.1K engagements "$AMD's expansion over the next [--] to [--] years is wild: 80% Data Center 50% Server Revenue 40% Client Revenue 70% Adaptive Revenue Semiconductor industry will remain busy" [X Link](https://x.com/anyuser/status/1988323401354932643) 2025-11-11T19:10Z 72.5K followers, 55.4K engagements "What stocks are you currently buying after the last two weeks sell off" [X Link](https://x.com/BourbonCap/status/1991570913507295615) 2025-11-20T18:14Z 72.5K followers, 23.6K engagements "$CPRT Total cash vs Total Liabilities The company has been accumulating cash since June [----]. when most companies turned ultra conservative. - No buybacks since [----] - operating cash flow all time high - Zero debt - Operating income [--] operating expenses - Outstanding management $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV" [X Link](https://x.com/BourbonCap/status/1991933911216296400) 2025-11-21T18:17Z 72.7K followers, 32.3K engagements "6 Stocks to Buy and Hold for the Next Decade [--]. $GOOG - Alphabet Alphabet remains the dominant force in global digital advertising through Google Search and YouTube with search volume boosted by a 70% adoption surge in Google Lens. YouTube continues expanding into live sports connected TV and subscription services. Advertising revenue rose 15% YoY to $10.3 billion while paid subscriptions surpassed [---] million users (+21% YoY) cementing YouTube as a true dual-revenue engine. Alphabets AI strategy is accelerating rapidly. AI Overviews now reach over [--] billion monthly users across 200+" [X Link](https://x.com/BourbonCap/status/1992225308297032098) 2025-11-22T13:35Z 72.4K followers, 445.4K engagements "$GOOG and $AAPL are the only tech stocks near all time highs during this sell off % Decline From Record High: $GOOG all time high Apple $AAPL -1% Cisco Systems $CSCO -3% Taiwan Semiconductor $TSM -8% Intuitive Surgical $ISRG -8% Broadcom $AVGO -12% KLA Corporation $KLAC -11% Applied Materials $AMAT -12% Microsoft $MSFT -13% Amazon $AMZN -13% Lam Research $LRCX -14% Nvidia $NVDA -14% Uber $UBER -16% ASML $ASML -17% Shopify $SHOP -17% Palo Alto Networks $PANW -17% Micron Technology $MU -18% Booking Holdings $BKNG -18% Intuit $INTU -18% Tesla $TSLA -19% Cadence Design $CDNS -20% Netflix $NFLX" [X Link](https://x.com/BourbonCap/status/1992763140132487376) 2025-11-24T01:12Z 72.5K followers, 62.5K engagements "$V Visa or $MA Mastercard Visa: - Rev growing 12% - EPS growing 12% - Gross margins: 98% - FCF Margins 50% - Operating income Operating expenses - 10yr Share Reduction: 21% $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free Cash Flow Margin 50% - Operating income Operating expenses - Strong buybacks: 20% share reduction in the lest 10y https://t.co/GlFP01y6cf $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free" [X Link](https://x.com/BourbonCap/status/1993745053802746236) 2025-11-26T18:13Z 72.6K followers, 97.8K engagements "Booking Holdings $BKNG 10y share reducion: -36% To give you an idea: O'Reilly -43% (10y share reduction) FICO -24% Paypal -23% Visa -21% Mastercard -20% This company is the definition of a cannibal stock. High quality stocks are now underperforming the broader S&P [---] by margins last seen during the late-1990s bubble A lot of great businesses are being ignored by most investors Mastercard Incorporated $MA +0.25% YTD Visa $V +2.45% YTD MSCI $MSCI -6.65% YTD S&P Global $SPGI https://t.co/SoIRZJcvvN High quality stocks are now underperforming the broader S&P [---] by margins last seen during the" [X Link](https://x.com/BourbonCap/status/1994383379463319782) 2025-11-28T12:30Z 72.5K followers, 47.1K engagements "5. $OSCR - Oscar Health While healthcare is undergoing massive disruption Oscar operates in a protected environment supported by ACA marketplace regulations and government subsidies. Oscar Healths total membership grew 28% YoY to [---] million supported by strong retention rates above-market enrollment and Special Enrollment Period (SEP) additions. The company expanded into [--] states including new markets in Alabama and Mississippi deepening its national footprint. With the ACA marketplace expected to reach [--] million covered lives in [----] Oscar has meaningful headroom to expand its addressable" [X Link](https://x.com/BourbonCap/status/1994761801980842290) 2025-11-29T13:34Z 72.4K followers, 12.1K engagements "6. $CPRT - Copart The U.S. salvage vehicle auction industry is an effective oligopoly dominated by Copart and RB Global which together control 80%+ of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transport fleet logistics and towing services providing superior speed and cost control in moving vehicles. At the core of Coparts operations is its proprietary VB3 platform an industry-leading technology supporting over [------] active buyers across 190+ countries. This" [X Link](https://x.com/BourbonCap/status/1994761806137417759) 2025-11-29T13:34Z 72.4K followers, 15K engagements "2. $JD - JDcom 5y Revenue Growth: 22% 5y Cash Growth: 7% Debt/Equity: 0.37x 5-year stock performance: -64% Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond" [X Link](https://x.com/BourbonCap/status/1997295671569682458) 2025-12-06T13:22Z 72.4K followers, 17.8K engagements "3. $DLO - DLocal Limited 5y Revenue Growth: 293% 5y Cash Growth: 107% Debt/Equity: 0.13x 5-year stock performance: -36% DLocal operates across Latin America Africa Asia and the Middle East regions underserved by global payment providers and ripe for digital financial transformation. The company processes payments for global enterprises via a single API supporting 600+ local payment methods across 40+ countries. It recently hit a record TPV of $10.4B up 59% YoY and 13% QoQ marking its fourth consecutive quarter above 50% YoY growth. The company is positioned to dominate cross-border payments" [X Link](https://x.com/BourbonCap/status/1997295675520794718) 2025-12-06T13:22Z 72.4K followers, 16.5K engagements "7. Applied Materials $AMAT - More than [---] semiconductors fabs are under construction right now and more than [--] will be built over the next [--] years they gonna need $AMAT equipment - The semiconductor industry is going to remain busy - After Liberation day CEO bought over $6 million worth of shares at $137 per share his first purchase since [----] https://twitter.com/i/web/status/1999108298285494673 https://twitter.com/i/web/status/1999108298285494673" [X Link](https://x.com/BourbonCap/status/1999108298285494673) 2025-12-11T13:25Z 72.7K followers, [----] engagements "8. Fair Isaac Corporation $FICO - Over 90% of top U.S. lenders use FICO Scores - Rev and EPS growing 12% - Strong buybacks - Scores generate a lot cash flow - Housing market steady since Jun [----]. Eventually folks are gonna apply for mortgages" [X Link](https://x.com/BourbonCap/status/1999108300999131352) 2025-12-11T13:25Z 72.7K followers, [----] engagements "Visa $V Similar to $MA strong buyback Rev and EPS growing 11%" [X Link](https://x.com/BourbonCap/status/1999108303733830051) 2025-12-11T13:25Z 72.4K followers, [----] engagements "DLocal Limited $DLO - Dlocal doesn't has a lot time in the market but since its IPO the company has returned a strong ROIC - Rev and EPS growing 12% - The company is expanding - Oustading CEO with more than [--] years experince" [X Link](https://x.com/BourbonCap/status/1999108306409828495) 2025-12-11T13:25Z 72.4K followers, [----] engagements "Avg street targets for the next [--] to [--] months: Amazon $AMZN $300 S&P Global $SPGI $617.50 MSCI $MSCI $672 Mastercard $MA $660 Visa $V $405 Adobe $ADBE $425 Axon Enterprise $AXON $815 Grab $GRAB $6.93 Uber $UBER $110 Salesforce $CRM $330 Shift4 Payments $FOUR $90 Intercontinental Exchange $ICE $195 ServiceNow $NOW $1150 UnitedHealth Group $UNH $410 NVIDIA $NVDA $250 https://twitter.com/i/web/status/2000905368197562640 https://twitter.com/i/web/status/2000905368197562640" [X Link](https://x.com/BourbonCap/status/2000905368197562640) 2025-12-16T12:26Z 72.6K followers, 46.1K engagements "$MSCI will come back with massive buybacks Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL" [X Link](https://x.com/BourbonCap/status/2000944055489110411) 2025-12-16T15:00Z 72K followers, 13.6K engagements "$UNH still have so much potential and its having one of the worse year since [----] and [----] yet the company serves more than [--] million customers and the avg street target still close to $430 https://x.com/BourbonInsider/status/1979887896703205500 $UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably https://t.co/uMcRkbrNJZ https://x.com/BourbonInsider/status/1979887896703205500" [X Link](https://x.com/BourbonCap/status/2001664846711173388) 2025-12-18T14:44Z 72.3K followers, 12.3K engagements "3. $LULU - lululemon athletica Lululemon has evolved from a niche yoga brand into a global athletic-wear powerhouse. International revenue grew 33% YoY led by: - Mainland China: +46% reported (+47% constant currency) - Rest of World: +19% constant currency This is more impressive because in [----] 99% of revenue came from North America. Today 27.9% is international. Since [----] total revenue has grown +350% making Lululemon the #3 global activewear brand behind Nike and Adidas. The company remains the #1 womens activewear brand in the U.S. operates in 30+ geographies and has quadrupled its" [X Link](https://x.com/BourbonCap/status/2002371047115665789) 2025-12-20T13:30Z 72.4K followers, 20.4K engagements "4. $DLO - DLocal Limited DLocal operates one of the strongest infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. The company processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. It recently reported record TPV of $10.4B (+59% YoY +13% QoQ) its fourth consecutive quarter above 50% growth. Net revenue retention reached 149% among the highest in global fintech and SaaS reflecting strong merchant expansion across volumes geographies and payment methods. APM on-file live across [--] methods" [X Link](https://x.com/BourbonCap/status/2002371051540656146) 2025-12-20T13:30Z 72.6K followers, 20.1K engagements "5. $ADBE - Adobe Inc. Despite AI disruption Adobe retains one of the strongest software moats ever built with roughly 42% global market share in creative software. Digital Media revenue reached $17.65B (+11% YoY) with double-digit ARR growth across routes and geographies. Growth was driven by Creative Cloud Pro while Digital Experience revenue increased to $5.86B (+9% YoY) with subscription revenue up 11% to $5.41B. Adobes long-term freemium strategy is now converting at scale: - 750M+ MAUs across Acrobat & Express - 70M+ creative freemium MAUs (+35% YoY) - Express MAUs +30% YoY - Nearly 50%" [X Link](https://x.com/BourbonCap/status/2002371056275783853) 2025-12-20T13:30Z 72.6K followers, 19.5K engagements "6. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. Total payment volume reached $55 billion up 26% YoY reflecting robust expansion across hospitality restaurants sports and entertainment verticals. The Bambora (Worldline NA) acquisition adds $90B in gateway volume enhanced ACH/EFT capabilities and engineering talent at a steep valuation discount. SmartPay" [X Link](https://x.com/BourbonCap/status/2002371060692627480) 2025-12-20T13:30Z 72.4K followers, 23.5K engagements "3. $CSU - Constellation Software 1y stock performance: -26.4% Constellation Software can be considered defensive through fragmentation and indispensability a decentralized mission-critical software empire that compounds through economic cycles. CSU is the global reference model for Vertical Market Software (VMS) investing. While it may not generate the highest aggregate software revenue it is unmatched in execution owning 1000+ VMS businesses worldwide. Its most important competitive advantage is not a product but its operating philosophy. Unlike most companies that centralize capital" [X Link](https://x.com/BourbonCap/status/2004908976199135271) 2025-12-27T13:35Z 72.5K followers, [----] engagements "4. $CPRT - Copart 1y stock performance: -33.9% Copart is not a classic defensive stock but it is a defensive compounder. The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control over 80% of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transportation fleet and logistics network providing superior speed reliability and cost control. Liquidity continues to strengthen: - All-time highs in" [X Link](https://x.com/BourbonCap/status/2004908980355682419) 2025-12-27T13:35Z 72.5K followers, 12.5K engagements "Nuclear Power Performance in 2025: Small Modular & Micro Reactors NuScale $SMR -21.70% YTD OKLO $OKLO +236% YTD Nano Nuclear $NNE -4.20%YTD Services and Equipment GE Vernova $GEV +99.07%YTD Curtiss-Wright $CW +56%YTD Brookfield $BN +20%YTD BWX Technologies $BWXT +56%YTD Mirion Technologies $MIR +34%YTD Centrus Energy $LEU +263%YTD Power Producers Constellation Energy $CEG +59%YTD Vistra $VST +18%YTD Talen Energy $TLN +87%YTD Duke Energy $DUK +9%YTD Uranium Cameco Corporation $CCJ +78%YTD NexGen Energy $NXE +39%YTD ETF Global X Uranium $URA +60%YTD Sprott Uranium Miners $URNM +36%YTD Energy" [X Link](https://x.com/BourbonCap/status/2006467728756838508) 2025-12-31T20:49Z 72.6K followers, 22.2K engagements "2. $PATH - UiPath In [----] UiPath stock surged 23% yet it remains well below its [----] all-time high of $79. In [----] revenue is expected to grow around 12% with net income projected to increase roughly 20% signaling strong operational momentum. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. Since launching its AI-powered automation suite the company has supported nearly one million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. With over [---] million community users" [X Link](https://x.com/BourbonCap/status/2007450971610186140) 2026-01-03T13:56Z 72.5K followers, [----] engagements "3. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic shift helped drive a +200% stock surge in [----] although shares still trade below their all-time high of $62. Unlike off-grid miners IRENs grid-connected facilities reduce downtime curtailment risk and reliability issues. As AI and data centers drive structural increases in power demand cheap reliable renewable energy becomes the true bottleneck and IREN already controls it. IREN owns its land power infrastructure and data centers end-to-end. As" [X Link](https://x.com/BourbonCap/status/2007450975875870782) 2026-01-03T13:56Z 72.5K followers, [----] engagements "Semiconductor equipment just hit an all-time high. Lam Research $LRCX $190 +2.78% Pre market ASML Holding $ASML $1198 +2.96% Pre market KLA Corporation $KLAC $1305 +2.40% Pre market Applied Materials $AMAT $274 +2.27% Pre market Chip Design: NVIDIA Corporation $NVDA $191 +1.51% Semiconductor Supply Chain This chart tells you: US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC ASML (EU) remains the worlds sole provider of EUV lithography Asia dominates wafer https://t.co/XvNszQw7mo Semiconductor Supply" [X Link](https://x.com/BourbonCap/status/2008166716740649231) 2026-01-05T13:20Z 72.6K followers, 36.6K engagements "$AMD CEO Dr. Lisa Su projects that more than [--] billion people will use AI daily within the next five years. This is wild" [X Link](https://x.com/BourbonCap/status/2008369913216299187) 2026-01-06T02:47Z 72.6K followers, 29.3K engagements "Arista Networks $ANET retained earnings and operating cash flow growing quarter after quarter zero debt and revenue and EPS are expected to grow 20% over the next three years. Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon" [X Link](https://x.com/BourbonCap/status/2008533022665306480) 2026-01-06T13:36Z 72.7K followers, 12.5K engagements "Whats your highest conviction stock under $20 per share" [X Link](https://x.com/BourbonCap/status/2009008513314636113) 2026-01-07T21:05Z 72.6K followers, 33.6K engagements "$MU is going to build the largest semiconductor manufacturing facility in U.S. history and the world's most advanced memory fab You know the rest. they gonna need more semiconductor equipment: bigger orders for $ASML $AMAT and $KLAC $MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment https://t.co/r18IbxQ6Xl $MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment https://t.co/r18IbxQ6Xl" [X Link](https://x.com/BourbonCap/status/2009673966672326970) 2026-01-09T17:09Z 72.6K followers, 174.1K engagements "2. $ODD - Oddity Tech Oddity is built as an AI-native consumer platform with machine learning and automation embedded across the entire value chain. Unlike peers that apply AI selectively Oddity integrates data science directly into core operational workflows allowing efficiency and performance to improve as the business scales. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This loop shortens innovation cycles improves product-market fit and reduces the risk of failed launches. METHODIQ (Brand 3) launched on" [X Link](https://x.com/BourbonCap/status/2009981080602816629) 2026-01-10T13:30Z 72.6K followers, 14.8K engagements "3. $DLO - DLocal Limited DLocal operates one of the strongest payments infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. Its platform processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. The company recently reported record TPV of $10.4 billion up 59% YoY and 13% QoQ marking its fourth consecutive quarter of 50%+ growth. Net revenue retention reached an exceptional 149% reflecting strong merchant expansion across volumes geographies and payment types. Alternative payment methods" [X Link](https://x.com/BourbonCap/status/2009981084071526797) 2026-01-10T13:30Z 72.4K followers, 14.6K engagements "Which stock under $10 billion market cap do you think is undervalued right now" [X Link](https://x.com/BourbonCap/status/2010801193719935217) 2026-01-12T19:48Z 72.5K followers, 48K engagements "Moving into first quarter [----] we expect our business to be supported by continued strong demand for our leading-edge process technologies. said Wendell Huang Senior VP of $TSM Taiwan Semiconductor $TSM 6%+ All time high ASML Holding $ASML 6%+ Pre market All time high KLA Corporation $KLAC 6%+Pre market All time high Lam Research $LRCX 7%+Pre market All time high Applied Materials $AMAT 7%+ All time high https://twitter.com/i/web/status/2011785318865817697 https://twitter.com/i/web/status/2011785318865817697" [X Link](https://x.com/BourbonCap/status/2011785318865817697) 2026-01-15T12:59Z 72.6K followers, [----] engagements "I believe $AMZN is going to be the largest company in America Robotics drones and automation will make a huge impact on the company" [X Link](https://x.com/BourbonCap/status/2011861729706459630) 2026-01-15T18:03Z 72.4K followers, 50.1K engagements "3. $NVO - Novo Nordisk Novo Nordisk is a global leader in diabetes care and obesity treatments two of the fastest-growing chronic health conditions worldwide. Novo controls approximately 45% of the U.S. market and 40% globally with approvals in more than [--] countries. The company benefits from a strong product pipeline and significant pricing power in specialized medications. Next-generation therapies are expected to extend revenue growth. The development of an oral Wegovy pill could dramatically expand the obesity total addressable market (TAM). Recent Akero and Metsera acquisitions" [X Link](https://x.com/BourbonCap/status/2012521131442413915) 2026-01-17T13:43Z 72.4K followers, 30.1K engagements "4. $SOFI - SoFi Technologies SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics software-like margins and global fintech infrastructure capabilities. SoFi operates as a modern digital financial services platform targeting younger consumers across personal banking lending investing and crypto. Growth in fintech adoption and digital banking usage supports long-term expansion. If SoFi continues to increase member engagement and cross-sell rates lifetime customer value could rise significantly. SoFi has delivered positive net income" [X Link](https://x.com/BourbonCap/status/2012521135510798380) 2026-01-17T13:43Z 72.4K followers, 22.7K engagements "6. $PATH - UiPath UiPath is a leader in robotic process automation (RPA) helping enterprises automate repetitive tasks using software bots to reduce costs and improve operational quality. RPA combined with AI enables smarter automation and delivers higher value to customers. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. The company has supported nearly [--] million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. As adoption grows UiPaths automation marketplace" [X Link](https://x.com/BourbonCap/status/2012521142838276582) 2026-01-17T13:43Z 72.6K followers, 23.1K engagements "7. $CEG - Constellation Energy Corporation Constellation operates one of the largest nuclear power fleets in the U.S. generating substantial amounts of carbon-free electricity. Data centers require 24/7 reliable power with minimal interruptions making nuclear energy an ideal solution for powering energy-intensive computing facilities. Constellation has signed multi-decade power agreements to supply carbon-free electricity to major tech companies data centers. Its 20-year agreement with Meta along with long-term AI-infrastructure contracts provides predictable revenue and long-duration demand" [X Link](https://x.com/BourbonCap/status/2012521146940362972) 2026-01-17T13:43Z 72.6K followers, 23.1K engagements "8. $ODD - Oddity Tech Oddity is a technology-driven holding company with exposure to high-growth digital platforms and software-enabled consumer brands. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. ODDITY LABS is transitioning from pure R&D into commercialization with at least eight proprietary products planned for [----] including four tied to METHODIQ. METHODIQ (Brand 3) is positioned as a telehealth-first" [X Link](https://x.com/BourbonCap/status/2012521151184974213) 2026-01-17T13:43Z 72.5K followers, 21.7K engagements "9. $CPRT - Copart Copart is a global leader in online auto auctions and salvage vehicle sales serving insurers dealers and consumers worldwide. The company owns approximately 90% of its 19000+ acres across more than [---] global facilities giving it unmatched control over its real estate footprint. Over the past decade Copart has delivered strong revenue growth with its service segment expanding 359% and its vehicle sales segment growing 248% driven by the scalability of its VB3 platform and continued global expansion. Copart is positioned for strategic growth in Asia while strengthening its" [X Link](https://x.com/BourbonCap/status/2012521155735757256) 2026-01-17T13:43Z 72.7K followers, 20.6K engagements "10. $WRD - WeRide WeRide develops full-stack autonomous driving systems (Level [--] to Level 4) tested and deployed across multiple global markets. The company has received autonomous driving permits in several countries and operates in dozens of cities demonstrating progress beyond a single geographic market. WeRide is rolling out robotaxi services and other autonomous vehicles including robovans and robobuses diversifying revenue beyond traditional vehicle sales. It has built one of the strongest global partner ecosystems in autonomy collaborating with Uber (UAE) Grab (Southeast Asia) SBB" [X Link](https://x.com/BourbonCap/status/2012521159204491767) 2026-01-17T13:43Z 72.7K followers, 20.8K engagements "11. $BULL - Webull Webull serves more than [--] million registered users worldwide reflecting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure. Webull continues to enhance its platform with advanced trading tools research capabilities educational content and 24/7 global market access increasing engagement and platform stickiness. Digital investment platforms benefit from sustained retail investor participation and rising global market access. Webulls Premium Subscription" [X Link](https://x.com/BourbonCap/status/2012521163558195470) 2026-01-17T13:43Z 72.4K followers, 24.4K engagements "Amazon $AMZN is one of Royal Bank of Canadas top stock picks for [----] Interesting theyve included $ABNB. We dont see many people talking about this tech giant And they also included Nancy Pelosis stock $PANW" [X Link](https://x.com/BourbonCap/status/2013234657815363916) 2026-01-19T12:58Z 72.7K followers, 33.7K engagements "$INTR Inter & Co just received approval from the Fed to operate in Florida.that was quick. I cant wait to see $NU expand into the U.S. They already have workers and customers and many people have downloaded and are using the app there. Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK" [X Link](https://x.com/BourbonCap/status/2013286213189288259) 2026-01-19T16:23Z 72.6K followers, 10.9K engagements "$ANET retained earnings and operating cash flow growing quarter after quarter with zero debt. Such an essential company" [X Link](https://x.com/BourbonCap/status/2013658623235231821) 2026-01-20T17:03Z 72.4K followers, 11.6K engagements "$CSU.TO FCF yield is back to [----] highs and an insider purchased [--] share to boost confidence Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT" [X Link](https://x.com/BourbonCap/status/2014060350388261242) 2026-01-21T19:39Z 72.4K followers, 13.6K engagements "Jensen Huang "Say my name" moment NVIDIA $NVDA has grown at 37% per year since its IPO [----] BlackRock $BLK has grown at 21% per year since its IPO in 1999" [X Link](https://x.com/BourbonCap/status/2014317360841146623) 2026-01-22T12:40Z 72.4K followers, 51.4K engagements "Larry Fink $BLK is saying the same thesis as Michael Burry. Every two or three years chip designers develop a new generation with a 50% price increase and hyperscalers are tempted to buy it because they want the best equipment and to offer the best services. In other words its a rat race. Get out of the rat race.build your own chips cheaper and with better performance. I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300 is coming https://t.co/BLfxfTybte I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300" [X Link](https://x.com/BourbonCap/status/2014685272466686080) 2026-01-23T13:02Z 72.4K followers, 170.3K engagements "7 Robotics Company Leaders for the Next Decade [--]. $GOOG - Alphabet Alphabets robotics initiatives (led by Intrinsic DeepMind and RT-X) aim to develop general-purpose robotic intelligence capable of learning reasoning and adapting to new environments. By training robots with large multimodal AI models Google is building the software mind that allows machines to learn thousands of tasks from human demonstrations rather than rigid programming. Googles strength lies in AI scalability connecting data vision and motion learning across its vast ecosystem. If successful it could become the operating" [X Link](https://x.com/BourbonCap/status/2015055439424024591) 2026-01-24T13:33Z 72.5K followers, 156.3K engagements "2. $ISRG - Intuitive Surgical Intuitive Surgical remains the undisputed leader in robotic-assisted surgery (RAS) and is uniquely positioned to expand into new surgical categories emerging markets and adjacent medical robotics fields. The da Vinci ecosystem now with more than [-----] installed systems benefits from unmatched surgeon trust extensive clinical data and a deeply embedded service and training infrastructure. This creates powerful recurring revenue streams and exceptionally high switching costs. Advancements in AI-enhanced imaging augmented reality (AR) and real-time decision support" [X Link](https://x.com/BourbonCap/status/2015055443660321119) 2026-01-24T13:33Z 72.5K followers, 17.8K engagements ""My algorithm has always been: You put smart people together you give them a lot of freedom create an atmosphere where everyone talks to everyone else. They're not hiding in the corner with their own little thing. They talk to everybody else. And you provide the best infrastructure. The best computers and so on that people can work with and make everyone partners." Jim Simons https://twitter.com/i/web/status/2015763359233081450 https://twitter.com/i/web/status/2015763359233081450" [X Link](https://x.com/BourbonCap/status/2015763359233081450) 2026-01-26T12:26Z 72.5K followers, 235.7K engagements "Bloom Energy $BE CEO with a very simple thesis involving natural gas" [X Link](https://x.com/BourbonCap/status/2016165804815880314) 2026-01-27T15:06Z 72.4K followers, 32.4K engagements "UiPath Inc. $PATH is a leading global software company specializing in Robotic Process Automation (RPA) and enterprise automation solutions. Founded in [----] in Bucharest Romania the company http://x.com/i/article/2015513708533858306 http://x.com/i/article/2015513708533858306" [X Link](https://x.com/BourbonCap/status/2016517783270375458) 2026-01-28T14:24Z 72.4K followers, [----] engagements "$MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL" [X Link](https://x.com/BourbonCap/status/2016570702954987716) 2026-01-28T17:54Z 72.5K followers, 28.7K engagements "$FICO We had a good start to our fiscal year with strong top and bottom-line growth said Will Lansing chief executive officer" [X Link](https://x.com/BourbonCap/status/2016628907902894189) 2026-01-28T21:46Z 72.4K followers, [----] engagements "Lam Research Corporation $LRCX: Rev: $5.35B up 22% YoY EPS GAAP $1.26 37% YoY Share Repurchases $1.4B biggest buyback so far" [X Link](https://x.com/BourbonCap/status/2016636103973871625) 2026-01-28T22:14Z 72.5K followers, [----] engagements "$ALLY CFO just purchased [-----] shares for $500K Its the second insider purchasing shares in a week $ALLY insiders have been buying lately https://t.co/t6QWI4Rz7c $ALLY insiders have been buying lately https://t.co/t6QWI4Rz7c" [X Link](https://x.com/BourbonCap/status/2016644871717548068) 2026-01-28T22:49Z 72.6K followers, [----] engagements "$MSCI Operating Expenses vs Operating Income $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt" [X Link](https://x.com/BourbonCap/status/2016851215259148521) 2026-01-29T12:29Z 72.5K followers, [----] engagements "Ecommerce stocks crash: "We don't gonna buy because they gonna be disrupted" 7Mags crash: "We don't gonna buy because they gonna be disrupted" Alibaba crashes "We don't gonna buy because China and its gonna be disrupted" Google crashes "We don't gonna buy because its gonna be disrupted" Software stocks crash: "We don't gonna buy because its gonna be disrupted" Semiconductor stocks crash: "We don't gonna buy because they gonna be disrupted" Cybersecurity stocks crash: "We don't gonna buy because its gonna be disrupted" Then. they gonna be buying at top as usual" [X Link](https://x.com/BourbonCap/status/2016900070306615536) 2026-01-29T15:43Z 72.2K followers, 11.9K engagements "Are you buying anything today" [X Link](https://x.com/BourbonCap/status/2016924010483720576) 2026-01-29T17:18Z 72K followers, 12.8K engagements "Hello to all the American banks $NU is coming At this point apply in Canada as well and start disrupting North America. $NU is going to the US https://t.co/6Ls3pU2Lki $NU is going to the US https://t.co/6Ls3pU2Lki" [X Link](https://x.com/BourbonCap/status/2016966862551068757) 2026-01-29T20:09Z 72.4K followers, [----] engagements "$FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment experience looks like it did [--] or [--] or [--] year ago in the US. this year our focus is gonna be outside the US Plenty room for growth https://twitter.com/i/web/status/2017010334326731010 https://twitter.com/i/web/status/2017010334326731010" [X Link](https://x.com/BourbonCap/status/2017010334326731010) 2026-01-29T23:01Z 72.6K followers, 26.8K engagements "They knew $MSFT was gonna crash thats why they sold few quarters before" [X Link](https://x.com/BourbonCap/status/2017214624836321677) 2026-01-30T12:33Z 72.4K followers, 63K engagements "This is still one of the best clips from former Google $GOOG CEO Eric Schmidt explaining why we need all sources of power to support AI. He told Congress a few months ago that AI could eventually consume a significant portion of the worlds electricity. Schmidt: "We need energy in all forms" $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the entire worldwide energy https://t.co/Vz5RRqrQpY $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the" [X Link](https://x.com/BourbonCap/status/2017579951013167113) 2026-01-31T12:45Z 72.6K followers, 45.9K engagements "5 Undervalued Software Application Companies Over the past year the software application sector has faced meaningful headwinds including macroeconomic pressure slower growth in certain subsegments and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves this setup presents a compelling opportunity for select high-quality software names. [--]. $ADBE - Adobe Adobe shares have declined more than 30% over the" [X Link](https://x.com/BourbonCap/status/2017954466750677110) 2026-02-01T13:33Z 72.5K followers, 24.4K engagements "4. $CRM - Salesforce Salesforce shares have declined nearly 40% despite the company continuing to deliver solid operating performance. Salesforce remains the system of record for customer and sales data for more than [------] organizations supported by powerful data gravity and high switching costs. Its integrated ecosystem (Sales Cloud Service Cloud Marketing Cloud Commerce Cloud and Tableau) is unified by Einstein AI and Data Cloud. Replacing even a single module risks disrupting interconnected workflows. Einstein [--] and Agentforce leverage customer data to deliver contextual AI insights while" [X Link](https://x.com/BourbonCap/status/2017954476980584471) 2026-02-01T13:33Z 72.5K followers, [----] engagements "5. $PAY - Paymentus Holdings Paymentus is the only company on this list to experience a sharp sell-off this month and the stock is down approximately 16% over the past year. Paymentus operates a cloud-based SaaS platform known as the Instant Payment Network (IPN) which integrates directly with billers core financial and operational systems to provide seamless digital payment experiences across channels. The company monetizes through a combination of percentage-based transaction fees and fixed per-transaction fees allowing it to serve both large enterprises and smaller public entities." [X Link](https://x.com/BourbonCap/status/2017954480977801216) 2026-02-01T13:33Z 72.5K followers, [----] engagements "$MU CEO: High bandwidth memory will be a $100B industry by [----] Micron Technology $MU projected revenue growth for [----] [----] and [----] https://t.co/MFpz79GErO Micron Technology $MU projected revenue growth for [----] [----] and [----] https://t.co/MFpz79GErO" [X Link](https://x.com/BourbonCap/status/2018300211903258796) 2026-02-02T12:27Z 72.5K followers, 117.9K engagements "Growth stocks near [--] weeks low: Oddity Tech $ODD Duolingo $DUOL monday $MNDY Webull $BULL Shift4 Payments $FOUR eToro Group $ETOR (IPO May 2025) Hims & Hers Health $HIMS Root $ROOT Dutch Bros $BROS CAVA Group $CAVA Byrna Technologies $BYRN Axon Enterprise $AXON Paymentus $PAY SentinelOne $S The Trade Desk $TTD https://twitter.com/i/web/status/2018334242896331207 https://twitter.com/i/web/status/2018334242896331207" [X Link](https://x.com/BourbonCap/status/2018334242896331207) 2026-02-02T14:42Z 72.6K followers, 16.3K engagements "$MA Cash flow per share - $14B in buybacks for [----] - Rev and EPS growing 15% - Free cash flow growing 20% A new all time high is coming $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS" [X Link](https://x.com/BourbonCap/status/2018376311111131368) 2026-02-02T17:29Z 72.5K followers, 14K engagements "Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+ HubSpot $HUBS 16%+ Uber $UBER 16%+ Palo Alto Networks $PANW 16%+ Microsoft $MSFT 15%+ Intuit $INTU 14%+ Veeva $VEEV 12%+ Workday $WDAY 12%+ Adobe $ADBE 11%+ Salesforce $CRM 11%+ Lime Technologies AB 11%+ Fortinet $FTNT 11%+ SAP $SAP 9%+ Automatic Data $ADP 6%+ Software projected EPS (GAAP) growth for 2026: HubSpot $HUBS 100%+" [X Link](https://x.com/BourbonCap/status/2018666570667491543) 2026-02-03T12:43Z 72.7K followers, 36.2K engagements "$AXON EV/EBITDA is getting closer to its 10year average" [X Link](https://x.com/BourbonCap/status/2018697783260180555) 2026-02-03T14:47Z 72.7K followers, 11.3K engagements "$PYPL $ADBE $UNH and $SNAP are definitely the most hated stocks out there $BABA was part of that list but its now having its redemption arc" [X Link](https://x.com/BourbonCap/status/2018705631583035411) 2026-02-03T15:18Z 72.7K followers, 11.8K engagements "@FinanceJack44 $SPGI is down 8% not only Saas" [X Link](https://x.com/BourbonCap/status/2018706684672110644) 2026-02-03T15:22Z 72.4K followers, [---] engagements "$AMZN Prime delivery hit record highs in 2025" [X Link](https://x.com/BourbonCap/status/2018713910593958003) 2026-02-03T15:51Z 72.5K followers, 12.5K engagements "$HOOD is down 41% from its highs At what price are you waiting to buy" [X Link](https://x.com/BourbonCap/status/2018725308128538968) 2026-02-03T16:36Z 72.5K followers, 20.8K engagements "$AXON makes some of the best YouTube videos and it has a very strong ecosystem. $AXON Projected Rev for [----] [----] and [----] https://t.co/dRYqvFZXKn $AXON Projected Rev for [----] [----] and [----] https://t.co/dRYqvFZXKn" [X Link](https://x.com/BourbonCap/status/2018741638722400417) 2026-02-03T17:41Z 72.7K followers, 18K engagements "4. $ODD - Oddity Tech 5y Revenue CAGR Growth: 28.5% 5y EPS CAGR Growth: 49.4% 5y Cash CAGR Growth: 67.9% 1-year stock performance: -35% Revenue CAGR forecast to 2030: Low: 17% Mid: 21% High: 20% Oddity operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces product launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data faster testing and iteration and reduced reliance on third-party retailers." [X Link](https://x.com/BourbonCap/status/2019039765811675192) 2026-02-04T13:26Z 72.6K followers, [----] engagements "5. $MELI - MercadoLibre 5y Revenue CAGR Growth: 29.9% 5y EPS CAGR Growth: 153.5% 5y Cash CAGR Growth: 85.7% 5y stock performance: +8% Revenue CAGR forecast to 2030: Low: 20% Mid: 29% High: 25% MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. Its credit portfolio has grown" [X Link](https://x.com/BourbonCap/status/2019039768919572843) 2026-02-04T13:26Z 72.6K followers, [----] engagements "$FICO pricing power remains solid Operating margins went from 18% in [----] to 48% in 2025" [X Link](https://x.com/BourbonCap/status/2019120802621472895) 2026-02-04T18:48Z 72.4K followers, [----] engagements "WallStreetBets picks for [----] are getting hit today $AMZN -2.5% $RKLB -14.5% $ASTS -13.67% $GOOG -2.41% $NBIS -12% $RDDT -11% $POET -10% $PATH -1% $MU -13% $AMZN is WallStreetBets #1 stock pick for [----] $PATH $NBIS $GOOG and $ASTS also ranks in the top [--] https://t.co/JSqyGtH9VJ $AMZN is WallStreetBets #1 stock pick for [----] $PATH $NBIS $GOOG and $ASTS also ranks in the top [--] https://t.co/JSqyGtH9VJ" [X Link](https://x.com/BourbonCap/status/2019122610802434448) 2026-02-04T18:55Z 72.5K followers, 12.2K engagements "$NVDA invested $2 Billion in $CRWV at $87.20 Today the stock price is back to $82 80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs 80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs" [X Link](https://x.com/BourbonCap/status/2019124378538037688) 2026-02-04T19:02Z 72.5K followers, [----] engagements "$NFLX free cash flow has experienced exponential growth since [----] Solid business and printing cash through ads" [X Link](https://x.com/BourbonCap/status/2019132052965384438) 2026-02-04T19:32Z 72.5K followers, [----] engagements "Google $GOOG Cloud Rev $17.66B vs Est $16.2B wild" [X Link](https://x.com/BourbonCap/status/2019155409903448262) 2026-02-04T21:05Z 72.5K followers, [----] engagements "$GOOG Sees [----] Capex $175B to $185B vs Est $119.5B" [X Link](https://x.com/BourbonCap/status/2019155880240169387) 2026-02-04T21:07Z 72.5K followers, 17.8K engagements "$GOOG Capex is insane from $119B to $180B in [----] unstoppable $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B" [X Link](https://x.com/BourbonCap/status/2019156917101195498) 2026-02-04T21:11Z 72.4K followers, 21K engagements "$GOOG CEO: More than [------] enterprises use Gemini including AI unicorns" [X Link](https://x.com/BourbonCap/status/2019165125593235475) 2026-02-04T21:44Z 72.5K followers, [----] engagements "$GOOG CEO: On Average every day in Dec [----] over [--] million Yt channels used our new AI creation tools" [X Link](https://x.com/BourbonCap/status/2019166802178396206) 2026-02-04T21:50Z 72.5K followers, [----] engagements "$GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening" [X Link](https://x.com/BourbonCap/status/2019170982909374949) 2026-02-04T22:07Z 72.4K followers, 61.5K engagements "Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B" [X Link](https://x.com/BourbonCap/status/2019517506105544741) 2026-02-05T21:04Z 72.4K followers, [----] engagements "Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B" [X Link](https://x.com/BourbonCap/status/2019517792933081180) 2026-02-05T21:05Z 72.6K followers, [----] engagements "Andy Jassy: "Our chips business is now over $10B in annual revenue. growing at a triple digit percentage year over year"" [X Link](https://x.com/BourbonCap/status/2019590812640899126) 2026-02-06T01:55Z 72.5K followers, 29.2K engagements "Howard Marks: What was the most important event in the financial and investment world in the last [--] years Howard Marks: Most people would say Lehman Brothers [----] tech bubble.Black Monday. but i believe that it was the decline in interest rates declining interest rates are extremely beneficial for assets ownership. Oaktree Capital Management (Howard Marks) 13F as Sep [----] https://t.co/WPSyQWpsRV Oaktree Capital Management (Howard Marks) 13F as Sep [----] https://t.co/WPSyQWpsRV" [X Link](https://x.com/BourbonCap/status/2019780723746525343) 2026-02-06T14:30Z 72.7K followers, 101.4K engagements "$NVDA CEO Jensen Huang: "Software is a tool.there's this notion that the tool in the software industry is in decline and will be replaced by AI. you could tell because stock prices are under a lot of pressure and somewhow AI is gonna replace them" "It is the most illogical thing in the world and time will prove itself" One of the most illogical wall Street sell-offs. Eventually they gonna realize that it makes no sense to replace a hammer for another hammer its better to improve them.a lot software companies will come back stronger Software % Below from all time high Moody's $MCO -16% S&P" [X Link](https://x.com/BourbonCap/status/2020105380018241988) 2026-02-07T12:00Z 72.6K followers, 53.3K engagements "@RodrigoTicoulat $MELI is also a stock to buy and hold for the next decade" [X Link](https://x.com/BourbonCap/status/2020515784884154515) 2026-02-08T15:11Z 72.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BourbonCap Bourbon Capital
Several major tech companies have reported significant growth and advancements, including Alphabet ($GOOG) with its first-ever $100 billion quarter, Amazon ($AMZN) with a strong quarter driven by AI and its cloud business, and Microsoft ($MSFT) with a large investment in OpenAI. Additionally, companies like MercadoLibre ($MELI) and Navitas ($NVTS) are making strides in their respective industries with innovative technologies and expansions. Meanwhile, industry leaders such as Nvidia ($NVDA) and ASML ($ASML) continue to push the boundaries in AI and semiconductor technology.
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- [--] Months [-----] -16%
- [--] Year [-----] -65%
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- [--] Week [------] +1.10%
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Social Influence
Social category influence stocks #1399 finance #3110 technology brands 42.86% cryptocurrencies #2514 countries 10.26% social networks 4.03% financial services #1812 fashion brands 2.2% automotive brands 0.73% exchanges 0.37%
Social topic influence $amzn #59, stocks #239, $goog #10, ceo #3033, strong #1313, $asml #41, asml #77, ai #4858, $grab #8, more than #1229
Top accounts mentioned or mentioned by @financejack44 @william_r2rclub @stockstormx @grok @swingtraderphix @stockunlock @thetikr @rodrigoticoulat @ogheneroinana @jonahlupton @maayukk @greenpipstrade @briansoteli @tonitrades_ @jimmyinvest @smsutherland @valuation_shop @cariloncapital @bramvgenechten @jcjc915661
Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Grab Holdings Limited Class A Ordinary Shares (GRAB) NVIDIA Corp. (NVDA) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Advanced Micro Devices (AMD) Adobe, Inc. (ADBE) Msci Inc (MSCI) MercadoLibre Inc (MELI) 4 (FOUR) Mastercard, Inc. (MA) Intuit Inc. (INTU) Synopsys, Inc. (SNPS) DLocal Limited (DLO) NuCypher (NU) Taiwan Semiconductor (TSM) UiPath, Inc. (PATH) Shift4 Payments, Inc. (FOUR) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) UnitedHealth Group (UNH) Applied Materials, Inc. (AMAT) Cadence Design Systems Inc (CDNS) Now Coin (NOW) Copart, Inc. (CPRT) Arista Networks Inc (ANET) Axon Enterprise, Inc. (AXON) Lam Research Corporation (LRCX) RAI Finance (SOFI) ServiceNow Inc (NOW) KLA Corp (KLAC) Micron Technology, Inc. (MU) Bull Market (BULL) Uber Technologies, Inc. (UBER) Alibaba Group (BABA) Broadcom, Inc. (AVGO) Intuitive Surgical, Inc. (ISRG) ZetaChain (ZETA) ODDITY Tech Ltd (ODD) Moody's Corporation (MCO) Canadian National Railway (CNI) Robinhood Markets, Inc. (HOOD) TransMedics Group, Inc. Common Stock (TMDX) Lululemon Athletica Inc (LULU) Marvell Technology Inc (MRVL) Metadium (META) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TransDigm Group, Inc. (TDG) Salesforce Inc (CRM) Astera Labs, Inc. (ALAB)
Top Social Posts
Top posts by engagements in the last [--] hours
"Wonderful companies having a correction right now (most of them are monopolies or oligopolies): S&P Global $SPGI Intuit $INTU Fair Isaac $FICO Intuitive Surgical $ISRG Synopsys $SNPS TransDigm Group $TDG Copart $CPRT Adobe $ADBE Salesforce $CRM Constellation Software $CSU (The biggest correction the company has ever had) Small Caps: Shift4 Payments $FOUR The company has a 12% FCF yield TransMedics Group $TMDX Paymentus $PAY Root $ROOT https://twitter.com/i/web/status/1973117411436957869 https://twitter.com/i/web/status/1973117411436957869"
X Link 2025-09-30T20:07Z 72.8K followers, 68.5K engagements
"TransDigm Group $TDG usually increases buybacks when the stock price is weak. During fiscal [----] TransDigm repurchased approximately [------] shares of its common stock at an average price of $1247 per share for a total amount of approximately $0.5 billion. Subsequent to the quarter-end in October [----] TransDigm repurchased approximately [-----] additional shares at an average price of $1250 per share totaling around $0.1 billion. To give you an idea the largest buyback theyve done in the past [--] years was in [----] totaling over $0.66 billion. Now in fiscal [----] theyve reported a similar figure"
X Link 2025-11-12T13:14Z 72.8K followers, 26.3K engagements
"Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday $MNDY DLocal $DLO https://twitter.com/i/web/status/2008285132659331345 https://twitter.com/i/web/status/2008285132659331345"
X Link 2026-01-05T21:11Z 72.7K followers, 33.7K engagements
"5 Undervalued Small-Cap Stocks to Watch [--]. $ZETA - Zeta Global Holdings Corp. Zeta Globals key competitive advantage lies in its unified platform that seamlessly integrates MarTech and AdTech within a single ecosystem. Its Zeta Marketing Platform (ZMP) supports three core use cases (customer acquisition retention and monetization) across more than [--] digital channels. Zetas proprietary data cloud forms a powerful competitive moat which covers over [---] million individuals globally including [---] million active U.S. consumers. This data is refreshed quarterly through more than [---] million"
X Link 2026-01-10T13:30Z 72.8K followers, 127.1K engagements
"$GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO"
X Link 2026-01-12T14:15Z 72.8K followers, 23.8K engagements
"Top [--] Stocks to Buy and Hold for the Next Decade [--]. $GRAB - Grab Holdings Limited Grab is a leading super-app in Southeast Asia combining ride-hailing food delivery payments and financial services in emerging markets with a rapidly expanding middle class. Its ecosystem strategy (mobility + delivery + fintech) mirrors successful models seen in China but in a region with massive population growth and rapidly increasing internet and smartphone penetration. Indonesia is Grabs fastest-growing and most profitable market supported by strong execution across both budget and premium tiers: GrabBike"
X Link 2026-01-17T13:43Z 72.8K followers, 230.4K engagements
"3. $GRAB - Grab Holdings Limited 5y Revenue CAGR Growth: 36.5% EPS Growth: Positive in [----] for the first time 5y Cash CAGR Growth: 170.5% 5-year stock performance: -70% Revenue CAGR forecast to 2030: Low: 15.6% Mid: 20% High: 19% Grab is the leading super-app in Southeast Asia combining ride-hailing food delivery payments and financial services across fast-growing emerging markets. The company is evolving into a hybrid food grocery and convenience platform similar to a Southeast Asian DoorDashInstacart model unlocking long-term monetization opportunities. Grab is also positioning itself as a"
X Link 2026-02-04T13:26Z 72.8K followers, [----] engagements
"4. $ODD - Oddity Tech Oddity operates a closed-loop feedback system linking consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data rapid product testing and reduced dependence on third-party retailers. Odditys capital-light model with no reliance on physical retail delivers structural margin advantages over traditional beauty companies. AI-driven personalization algorithms match customers"
X Link 2026-02-08T13:27Z 72.8K followers, 24K engagements
"Theyre all crashing right now. absolutely beautiful S&P Global Inc. $SPGI Moody's Corporation $MCO MSCI Inc. $MSCI [----] Vibes"
X Link 2026-02-10T13:30Z 72.8K followers, 54.3K engagements
"$SPGI CEO Martina Cheung: "We've been providing essential intelligence to our customers for over [---] years. Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools and we expect that percentage to increase over time" Strong moat high FCF yield and fake disruption. its absolutely beautiful. https://twitter.com/i/web/status/2021959914743107665 https://twitter.com/i/web/status/2021959914743107665"
X Link 2026-02-12T14:49Z 72.8K followers, 26.6K engagements
"2. $MELI - MercadoLibre MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. MercadoLibres credit portfolio has grown 100% YoY while maintaining record-low default rates. The company is now the #2 financial institution in Mexico by active users and #1 in app downloads"
X Link 2026-02-14T13:37Z 72.8K followers, [----] engagements
"Bankruptcies from May 2024: May [--] [----] $AUVIQ Applied Uv Inc May [--] [----] $ISUNQ Isun Inc May [--] [----] $MACK Merrimack Pharmaceuticals May [--] [----] $NBSE Neubase Therapeutics Inc $QQQ $SPY"
X Link 2024-06-18T00:08Z 72.6K followers, [---] engagements
"A few tips for new investors: 1) Never buy Airline stocks 2) Never buy IPOs 3) Never buy Weed stocks 4) Never buy NFTs 5) Never buy "crypto" coins 99% of them are scam 6) Never waste your time reading the news. Hedge funds own the news; they'll tell you to sell your stocks when they're shorting them. 7) Free bank information is always wrong. They always say the market is going to crash every single year. 8) Don't go crazy buying dips preserve your capital 9) Never buy before earnings 11) If the stock crashes it can take months or years to recover. No need to rush to buy dips. 10) The market"
X Link 2024-07-29T23:57Z 72.6K followers, 926.9K engagements
"Most Recent IPO's I don't buy IPOs but some people buy it $GIG GigCapital7 Corp. $AZI Autozi Internet Technology $BSII Black Spade Acquisition II Co $SPA ISafe Pro Group Inc. $JBDI JBDI Holdings Limited"
X Link 2024-08-30T13:02Z 72.6K followers, [----] engagements
"Nextracker Inc. $NXT Undervalue or Trap The stock is down 30% from its peak $NXT July [----] Net Debt 0🟢 Rev: $479.74m EPS: $0.48 FCFPS: [----] Gross Margin: 23% Share Price: $42.73 $NXT July [----] Net Debt 0🟢 Rev: $719.92B (+50%)🟢 EPS: $0.93 (+93%)🟢 FCFPS: [----] Gross Margin: 32%🟢 Share Price: $40.68 Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants. 1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement"
X Link 2024-09-01T16:36Z 72.6K followers, [----] engagements
"If you don't want to buy Chinese stocks it's all good but [--] of the most valuable companies in Europe are undervalued: $LVMH $ASML It's up to you to take advantage $ACN was close to [--] weeks low few months ago and its back to all time high"
X Link 2024-10-20T19:26Z 72.6K followers, 130.9K engagements
"There are a lot of undervalued stocks right now and next week you can take advantage of this: No risk: $PEP - Undervalued it's practically screaming for everyone to buy it. $TMO - A defensive stock that won't crash; it doesn't care about recessions. We need this company for the next [--] years. $CNI - A sleeping giant in the railway sector and it's one of the strongest oligopolies out there. We need this company for the next [---] years. Mid risk: $GOOG - The lawsuit is hitting the price but it's going to be over soon and this giant will return to normal. It's undervalued. $LVMH - The biggest"
X Link 2024-11-16T12:11Z 72.5K followers, 185.9K engagements
"Undervalued stocks in the market right now. (THREAD🧵) [--]. $ASML - ASML Holding NV $ASML is the sole significant supplier of EUV lithography machines a complex technology that allows for the production of smaller and more powerful chips. $ASML holds a vast portfolio of patents and trade secrets that protect its technology and manufacturing processes. $ASML manufacturing process is highly complex requiring specialized expertise and advanced equipment. This means competitors would not only need to invest heavily but also dedicate significant time before they can even consider competing"
X Link 2024-11-28T13:11Z 72.6K followers, 273.6K engagements
"Plenty of opportunities: $AMZN still undervalued $GOOG still undervalued $CNI still undervalued $ASML still undervalued $LVMH still undervalued $MELI still undervalued $GRAB still undervalued $PEP still undervalued $ZTS still undervalued $NU is a buy below $13 $STLA is a buy below $20 $AMGN is buy below $300 $NVO is a buy below $120 $PLTR is a buy below $30 $MSFT is a buy below $400 $HOOD is a buy below $20 $PYPL is a buy below $100 $BABA is a buy below $80 $TMDX is a buy below $120 $OXY is a buy below $60 $ODFL is a buy below $195 $ULTA is a buy below $360 $HIMS is a buy below $26 $AAPL is a"
X Link 2024-11-30T12:50Z 72.6K followers, 372.2K engagements
"Undervalued stocks you might want to check out: (THREAD🧵) [--]. $AMZN - Amazon $AMZN's vast global presence and extensive logistics network allow it to offer a wide selection of products with quick delivery times. $AMZN has built an ecosystem that offers numerous synergies and cross-selling opportunities. This ecosystem encourages customer loyalty and frequent engagement. $AMZN is a leader in technological innovation with significant investments in cloud computing through Amazon Web Services (AWS) artificial intelligence and machine learning to enhance its services and operations"
X Link 2024-11-30T16:09Z 72.5K followers, 268.2K engagements
"When you invest in $GRAB you are essentially purchasing: -$100 million worth of cars and properties in Singapore - $292 million in cash - [--] million customers - $UBER in [--] countries - $SHOP in [--] countries - $PYPL in [--] countries - $CART in [--] countries - [-----] employees with 30% dedicated to Research and Development which is commendable as it ensures ongoing expansion and exploration of new markets. Considerations: - 50% of the company's revenue comes from Malaysia and Singapore. With over [---] million people in Southeast Asia but only less than 6% currently using $GRAB the potential for"
X Link 2024-12-02T12:10Z 72.5K followers, 145.7K engagements
"I'm not going to buy anything until Jan [----] but here is my price to buy: $ASML below $700 $LRCX below $80 $CNI below $115 $PYPL below $100 $HIMS below $26 $OXY below $55 $NU below $13 $ODFL below $200 $LVMH below $600 $EL below $90 $NOC below $450 $GOOG $AMZN $MSCI $INTU $BAM $GRAB $UNH $TMDX $V and $MELI whatever price I will add I sold 100% of $LULU and 50% of $ULTA; I want to focus on $MELI and $LVMH I won't add more $BABA; I'm happy with my position and I won't make any moves next year but I'm going to keep posting about BABA. I'm watching $OPEN $UBER $MRX $TMO $LEU $QXO $FOUR $ZETA $PFE"
X Link 2024-12-09T19:18Z 72.6K followers, 131.7K engagements
"10 stocks to buy and hold for the next [--] 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 [--] years - China Singapore South Korea Taiwan and the US are going to keep growing and innovating; $ASML is going to keep growing with them"
X Link 2024-12-11T16:41Z 72.5K followers, 1.2M engagements
"5 Great companies whose stocks declined +15% in [----] but have strong recovery potential in the near future [--]. $OXY - Occidental Petroleum Corporation P/E - [-----] FCF - $4.3B Debt - $27.6B Reasons for stock decline: [--]. Significant debt load partly due to past acquisitions. [--]. Global geopolitical tensions in the Middle East creating uncertainty in oil supply and demand dynamics. [--]. Challenges in consistently delivering shareholder returns. Positive aspects: [--]. Leader in CCUS technology through its subsidiary Oxy Low Carbon Ventures (OLCV) [--]. Diversification into areas beyond oil and gas"
X Link 2024-12-25T14:12Z 72.5K followers, 264.9K engagements
"Warren Buffett once said "Our favorite holding period is forever" Here are [--] stocks to own for the next [--] years. [--]. Microsoft - $MSFT [--]. Azure's market share is projected to reach 30% by [----] driven by advancements in hybrid solutions and edge computing. [--]. Microsoft could generate 25%-30% of its revenue from AI-related services in the coming years. [--]. Game Pass subscriptions are expected to surpass [--] million within five years fueled by the growth of mobile and cloud gaming. [--]. AI-related revenues from offerings like Copilot Azure AI and OpenAI licensing could contribute up to $100 billion"
X Link 2025-01-04T13:35Z 72.5K followers, 296.5K engagements
"Such nice opportunities right now. $MELI $1700 $AMZN $220 $GOOG $190 $AMD $120 $ASML $700 $GRAB $5 $INTU $610 $TMDX $70 $HIMS $25 Long-term growth"
X Link 2025-01-09T01:52Z 72.5K followers, 129K engagements
"14 companies you should buy and hold for long-term growth; if you don't own them yet you should keep them on your watchlist. Valhalla Portfolio: $ASML: A key player in the semiconductor industry ASML specializes in photolithography systems used in manufacturing computer chips. With the tech industry's growth ASML's technology is crucial making it an important investment in the tech supply chain"
X Link 2025-01-10T12:04Z 72.6K followers, 151.1K engagements
"There is always money to be made We like $LVMH below $600; today it's back to $730. We like $ASML below $700; today it's back to $750. We like $HIMS below $25; today it's back to $30. We like $NVO below $80; today it's back to $90. $BABA below $90 is still great. $AMZN below $220 is a gift. $NVDA close to $130 looks nice $TMO below $520 is a gift. $GOOG below $200 is great. $CNI below $120 is great. $INTU below $600 looks nice. $TMDX below $90 is great. $NU below $12 is wonderful. $GRAB below $5 is wonderful. $UNH below $500 is great. $AAPL below $220 looks nice. $UBER close to $60 its a gift"
X Link 2025-01-24T14:13Z 72.6K followers, 135.4K engagements
"Peter Lynch one of the greatest growth investors of all time once said: "If you're in the right stock it's better to hold on for the long term." He used this metric to select his stocks. - PE [--] - Forward PE [--] - EPS Growth 15% - Profit margin 15% - ROIC 15% - Debt / FCF [--] Here are some companies that match or close to match those criteria:"
X Link 2025-02-05T13:42Z 72.6K followers, 233.1K engagements
"David Tepper added more $BABA $ASML $NVDA $AMD and $VST"
X Link 2025-02-10T16:50Z 72.6K followers, 341.9K engagements
"$MELI is a $7000 per share stock but the market doesn't know this yet. $GRAB is a $10 per share stock but the market doesn't know this yet. $ASML is a $2000 per share stock but the market knows this but they don't want to buy it yet. $HIMS is a +$100 per share stock; the short position knows this but the market doesn't want to acknowledge this. $GOOG is a $300 per share stock but the market doesn't want to buy it. $AMZN is a $350 per share stock the market know this but they don't want to buy it yet $AMD is a $300 per share stock but the market is too busy making fun of the stock. $NVO is a"
X Link 2025-02-11T15:59Z 72.6K followers, 241.7K engagements
"$AMD insider bought the dip 500k worth of shares"
X Link 2025-02-12T22:12Z 72.6K followers, 393.8K engagements
"Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM Sold 100% of $BABA"
X Link 2025-02-14T17:08Z 72.6K followers, 180.6K engagements
"Small caps to buy and hold for the next [--] years: 1) Hims & Hers Health Inc. $HIMS - Over [---] million subscribers - A monthly online revenue of $73 per average subscriber - Revenue is growing more than 50% year-over-year -$300 million in cash - The company is projected to reach [--] million subscribers Next quarter we are expecting $528 million in revenue which is laughable"
X Link 2025-02-26T14:46Z 72.6K followers, 241.5K engagements
"David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors and it's the best proof that money can be made anywhere in the world. Let me tell you about it 🧵"
X Link 2025-03-08T13:23Z 72.6K followers, 345.3K engagements
"The market is in panic mode right now but we have a lot of suspicious insider buying activity this week. 1) Congressman Josh Gottheimer bought up to $27M of Microsoft $MSFT call options He added more $BABA as well"
X Link 2025-03-09T17:07Z 72.5K followers, 329.4K engagements
"$NU Nu Holdings is back to its IPO price. Revenue went from $1.7 billion in [----] to $12 billion in [----]. Number of customers went from [--] million to [---] million. Credit card revenue went from $358 million to $3.8 billion. Fees and commission revenue went from $600 million to $1.9 billion. Fascinating behavior Mr market Data from @stock_unlock"
X Link 2025-03-11T02:37Z 72.5K followers, 121.3K engagements
"Stanley Druckenmiller is a name every investor should know. He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Lets dive into his stock-buying criteria recent performance and tips"
X Link 2025-03-22T13:01Z 72.5K followers, 616.5K engagements
"10 Best Stocks to Hold for the Next Decade🧵 [--]. $AMZN - Amazon AWS dominates 32% of the global cloud infrastructure market reinforcing its leadership in cloud computing. Amazon plans to invest $19.12B by [----] to expand logistics and cloud infrastructure in Germany including three new fulfillment centers. With over 200M Prime members worldwide Amazon enjoys strong customer loyalty and a competitive advantage. AWS generates 70% of operating income allowing Amazon to reinvest heavily in logistics e-commerce AI and emerging technologies"
X Link 2025-03-26T13:25Z 72.6K followers, 422.6K engagements
"Novo Nordisk A/S $NVO is currently trading at its lowest price-to-sales ratio since March [----]. This is the biggest company in Europe and they hold a significant portion of the obesity care and diabetes market. What a wonderful time to be alive"
X Link 2025-03-27T14:29Z 72.6K followers, 327.8K engagements
"Google $GOOG its currently trading at [----] prices - Cloud Revenue went from $17 billion in [----] to $43 billion in [----]. - Google Subscriptions revenue went from $27 billion to $40 billion. - YouTube Revenue went from $27 billion to $36 billion. - MrBeasts channel one of their most important assets went from [--] million subscribers to [---] million. Fascinating behavior Mr. Market Data from @stock_unlock"
X Link 2025-03-30T13:23Z 72.6K followers, 196.1K engagements
"Stanley Druckenmiller: 'I'm not sure if I'v ever made money shorting.' He ran Duquesne Capital for [--] years averaging 30% annual returns with zero down years. Long term: 30% CARG Short positions: 0% (He doesn't know) Don't short the market and never bet against America"
X Link 2025-03-30T16:21Z 72.6K followers, 571.1K engagements
"Quality stocks near their 52-week low. $GOOG $147 $ADBE $349 $SPGI $451 $AAPL $188 $INTU $561 $CDNS $232 $SNPS $388 $MRVL $49.43 $NVDA $94 $AMD $85 $MSFT $359 $AMZN $171 $AVGO $146 $TSM $146 $ASML $605 $ORCL $128 $ARM $87 $NOW $721 $ANET $64"
X Link 2025-04-06T13:36Z 72.6K followers, 86.8K engagements
"Warren Buffett: There are levels of trade deficit that bother me "when you are in effect buying more from other countries than they're buying from you you are handing them investment funds" "we don't want it to be a question of where we import 20% of our GDP and we export nothing. Now we could all quit working and we could handle little pieces of paper to the rest of the world. They could keep sending us food they could send us autos they could send us all kinds of things. But eventually they have claims on all our wealth" Trust the process: short-term pain for long-term gain"
X Link 2025-04-11T22:42Z 72.6K followers, 1.6M engagements
"BlackRock CEO Larry Fink: "this is an opportunity to look for opportunities" "This is not a pandemic. This is not a financial crisis. Is something that we have created. United States post-World War II was a global stabilizer. We are the global destabilizer." "That's a very hard thing to say because I pride ourselves of bringing the leadership bringing the conversations. But I will say the power of US capitalism is still alive. They still want to engage they still want to build. So long term I'm less worried about some of these issues but in the short run I'm petrified""
X Link 2025-04-13T17:42Z 72.5K followers, 189.1K engagements
"Politicians are buying $AMD Jefferson Shreve added [--] days ago Marjorie Greene added [--] days ago Tony Wied added [--] days ago"
X Link 2025-04-17T12:05Z 72.5K followers, 131.6K engagements
"Quality stocks trading near [--] week low $ASML $646 $MCO $420 $EFX $221 $GOOG $153 $ODFL $153 $LVMH $480 $NVR $7111 $HD $356 $AMZN $173 $TSM $153 $NVDA $102 $ANET $71 $UNH $448 $ADBE $353 $MSFT $371 $ACN $284 $AMAT $112 $AMD $88 $CMG $48 $NOW $778 $MRVL $51 $ZTS $148 $TMO $429 $DHR $186 $NVO $58 $GRAB $4 $ABNB $113 $LULU $250 Growth Stocks: $SOFI $10.96 $NU $11 $HIMS $27 $HOOD $41 $FOUR $76"
X Link 2025-04-17T20:00Z 72.6K followers, 114.3K engagements
"Former Google $GOOG CEO Schmidt told Congress that Al could eventually use 99% of the world's electricity AI currently uses 3% of global energy and it's growing faster than we can build new power plants"
X Link 2025-04-30T12:29Z 72.6K followers, 241.3K engagements
"40% of Google's $GOOG portfolio is concentrated in healthcare health insurance and biotech. Why are they so obsessed with healthcare"
X Link 2025-06-03T17:00Z 72.5K followers, 151.4K engagements
"$GOOG Strong buy $AMZN Strong buy $ASML Strong buy $OSCR Strong buy $NU Strong buy $ADBE Strong buy $NVO Buy $ANET Strong buy $SNPS Buy Some of these companies have a solid wide moat strong ROIC revenue growing at 12% gross margin 40% and FCF growth 12%. The diluted average shares outstanding CAGR from [----] to [----] for ASML Google and Adobe is 0% and they have been conducting massive buybacks. ANET 0.005% $CPRT its getting there $OSCR will go to $18 but who knows when"
X Link 2025-06-06T01:29Z 72.5K followers, 77.8K engagements
"Plenty oportunities: $GOOG strong buy $AMZN strong buy $TSM buy (The CEO confirmed they are busy.) $TMO strong buy $GRAB strong buy (Building an AI lab) $OSCR strong buy (Founder bought at $16) $SOFI strong buy (EVP bought at $16) $ASML Strong buy (Buying back everyday) $NU strong buy $ANET Strong buy $ULTA Hold (CEO bought at $346) $INTU Hold $LULU up to you (CEO bought at $260) $NVO moderate buy $LVMH moderate buy (CEO bought the dip) $MSCI moderate buy (CEO bought the dip) $PYPL moderate buy $NVR moderate buy $AMAT moderate buy (CEO bought the dip) $MRVL Strong buy (CEO bought the dip)"
X Link 2025-06-09T08:00Z 72.6K followers, 236.8K 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 50% discount. $ADBE Healthy company heavily discounted $LULU Healthy company heavily discounted $PDD 40% of this company its cash $UNH experienced five distinct drawdown episodes of more than 50% since its IPO and it has recovered from all of them: 1987: 82.7% 2008: 74.4% 1998: 57.0% 2025: 60% 1996: 54.0% Small cap: $OSCR trading at cash revenue all time high member all time high and margin are improving"
X Link 2025-06-11T13:12Z 72.6K followers, 139.9K engagements
"10. The Descartes Systems Group Inc. $DSGX Software company that helps other companies move stuff better faster and cheaper. - Profit Margin: 75.6% - ROIC: 12.9% - Earnings yield: 1.67% - Expected EPS Growth (3 yr): 21% - Expected Revenue Growth (3 yr): 11% - CAGR since IPO: 22.2% https://twitter.com/i/web/status/1934597446346117571 https://twitter.com/i/web/status/1934597446346117571"
X Link 2025-06-16T13:02Z 72.4K followers, [----] engagements
"Robinhood $HOOD director bought [--] million worth of shares Price reported $74"
X Link 2025-06-17T21:47Z 72.6K followers, 593.9K engagements
"The guy who owns 28% of $OXY right now"
X Link 2025-06-22T22:25Z 72.6K followers, 119.9K engagements
"Visa $V CEO: 'We will enable and scale stablecoins if consumers want them' Improvise adapt overcome long $V"
X Link 2025-06-24T20:30Z 72.6K followers, 173.1K engagements
"Selling a tenbagger early is one of the most painful experiences you will ever witness"
X Link 2025-06-26T20:55Z 72.5K followers, 112.8K engagements
"Texas Pacific Land Corporation $TPL its down 50% from its highs The stock has grown at 35.8% per year delivering over 2000% returns in [--] years. The stock has a lot of volatility but it's worth taking a look. I'm gonna make a bigger post next week"
X Link 2025-08-07T15:27Z 72.4K followers, 10.3K engagements
"$GOOG empire still going strong"
X Link 2025-08-09T20:40Z 72.6K followers, 411.6K engagements
"How Peter Lynch selects stocks: - Trailing PE [--] - Forward PE [--] - Debt/Equity 35% - EPS Growth 15% - PEG Ratio [---] - Market cap $5 billion I'm going to give you a few examples including one of my holdings:"
X Link 2025-08-11T13:01Z 72.6K followers, 139.7K engagements
"David Tepper has achieved a 28% annual return over the past two decades. It's one of the best contrarian investors he was right about Alibaba and now he has a new bet Let me tell you about it🧵"
X Link 2025-08-15T12:10Z 72.6K followers, 211.2K engagements
"Fair Isaac $FICO still has so much potential and strong pricing power. The stock has grown at 32.4% per year delivering over 1522% returns in [--] years. Let me tell you about it🧵"
X Link 2025-08-25T13:20Z 72.5K followers, 31.9K engagements
"In [----] $TSLA was at $19 $AMD at $12 and $SHOP at $14 and right now they went up with over 2000% return in less than a decade. Here are [--] companies under $20 that could potentially hit similar returns in the next 8-10 years"
X Link 2025-08-27T13:20Z 72.6K followers, 295.1K engagements
"If we have a market correction in the next two months here is my humble list: 1) $FICO 90% of US lenders use FICO 2) $ASML Controls 100% of the EUV market 3) $INTU The largest tax software in the world 4) $UNH Largest health care in the world 5) $NVO Controls a significant part of the diabetes market 6) $GOOG YouTube is the largest university in the world and Gemini is set to be a leader 7) $TSM The largest chip maker in the world 9) $MELI Largest e-commerce in Latin America 10) $NU its gonna one of the largest banks in the world 11) $FOUR The World Cup is next year a lot of restaurants"
X Link 2025-09-02T00:42Z 72.6K followers, 118.1K engagements
"8 Stocks to Hold for the Next Decade🧵 [--]. $GOOG - Alphabet Google controls over 90% of the global search market cementing its dominance. A leader in quantum computing and one of the fastest-growing cloud providers. Gemini models now serve 9M+ developers setting benchmarks across languages and logic. The Gemini App has 450M MAUs with daily requests up 50% QoQ. Owns YouTube where Shorts average 200B daily views monetizing on par with long-form in many regions. Waymo has driven 100M autonomous miles and is expanding into new cities and countries. Despite heavy R&D investment Alphabet is"
X Link 2025-09-08T13:19Z 72.6K followers, 140.9K engagements
"5 Undervalued Companies You Might Want to Take a Look At $UNH - UnitedHealth Group P/E: 14.9x Foward PE: 21.4x 5Y ROIC: 10.78% 5Y average Gross Margin: 20.8% 5Y Revenue Growth: 11.32% While UNH has shown some recovery it remains undervalued relative to its fair value of $480+ and still down about 40% in the past year. David Tepper has made UNH his second-largest position with an average cost of $311 but he started buying when shares were trading above $500. This indicates how much the stock can recover. UnitedHealthcare is implementing aggressive pricing strategies for [----] with Medicare"
X Link 2025-09-12T13:00Z 72.4K followers, 52.2K engagements
"Google $GOOG has partnered with the following companies for agent payments: Adobe $ADBE Salesforce $CRM Intuit $INTU DLocal $DLO Mastercard $MA Alibaba $BABA ServiceNow $NOW Disruption Portfolio is making big moves"
X Link 2025-09-17T22:50Z 72.5K followers, 50.3K engagements
"Dan Niles: $GOOG will have the best AI app in the long term Many people underestimate that Google will be capable of generating more than $100 billion in cash flow soon"
X Link 2025-09-19T12:25Z 72.6K followers, 96K engagements
"$ASML is finally showing signs of recovery. The sleeping giant is up 34% YTD"
X Link 2025-09-19T21:35Z 72.5K followers, 57.2K engagements
"Copart Inc. $CPRT - The largest online car auction - strong moat - The stock has grown at 27% per year delivering over 991% returns in [--] years"
X Link 2025-09-22T13:20Z 72K followers, [----] engagements
"Paymentus Holdings Inc. $PAY - Fintech - Payment Transaction Processing Revenue has been growing 32% per year since [----] - Revenue and EPS are expecting to grow +20%"
X Link 2025-09-22T13:20Z 72.5K followers, [----] engagements
"Favorite Monopolies and Oligopolies: Taiwan Semiconductor $TSM S&P Global $SPGI MSCI $MSCI Visa $V Intuitive Surgical $ISRG Microsoft Corporation $MSFT American Express $AXP Axon Enterprise $AXON Cadence Design Systems $CDNS Synopsys $SNPS Arista Networks $ANET Mastercard $MA Intuit $INTU Equinix $EQIX ASML Holding $ASML Alphabet $GOOG Amazon $AMZN Fair Isaac $FICO MercadoLibre $MELI TransDigm Group $TDG Canadian National Railway $CNI Copart $CPRT Novo Nordisk $NVO https://twitter.com/i/web/status/1970895952023031869 https://twitter.com/i/web/status/1970895952023031869"
X Link 2025-09-24T16:59Z 72.6K followers, 23.6K engagements
"FactSet Research $FDS CEO added shares; it's the first insider purchase since [----] Wild"
X Link 2025-09-25T20:44Z 72.5K followers, [----] engagements
"11 Stocks to Buy and Hold for the Next Decade [--]. Amazon $AMZN Amazon remains a global powerhouse across cloud logistics and retail and is expected to maintain this leadership into the next decade through aggressive expansion in India Latin America and the Middle East. AWS holds 32% of the global cloud market and by [----] it could remain the worlds largest cloud platform generating $300B+ in annual revenue while expanding its AI-as-a-service offerings. Generative AI demand is now a multibillion-dollar business growing at triple-digit YoY rates with demand outpacing supply. Amazon Pharmacy"
X Link 2025-09-26T13:18Z 72.6K followers, 277.3K engagements
"2. Alphabet $GOOG Alphabet dominates global digital advertising through Google Search and YouTube with searches boosted 70% by Google Lens adoption. YouTube is rapidly expanding into live sports connected TV and advertising and is expected to rival Netflix in revenue over the next few years. Alphabets AI strategy has gained significant momentum. Unlike peers that must attract users for new AI ideas Alphabet already operates at scale. Its AI overviews now reach over [--] billion monthly users across 200+ countries increasing query volume by 10% in supported categories enhancing engagement and"
X Link 2025-09-26T13:18Z 72.4K followers, 26.9K engagements
"3. Shift4 Payments $FOUR Shift4 operates one of the most vertically integrated payment platforms in the industry spanning software hardware payment processing and business intelligence. With over [---] software integrations the company has created a defensible moat in sectors where competitors often struggle with fragmented systems. Shift4 was the first to enable cryptocurrency payments for marquee clients through integrations with MetaMask and Coinbase. This innovation opens a pathway to the $4 trillion crypto market. Currently FOUR commands 1520% market share in U.S. hotels and restaurants"
X Link 2025-09-26T13:18Z 72.4K followers, 28.3K engagements
"Blackstone $BX COO Jon Gray described the next big thing across three categories: 1) Chips 2) Data Centers 3) Power They've projected a 40% increase in US electricity demand over the next [--] years. The first two categories depend entirely on the third making electricity demand a critical driver for the future https://twitter.com/i/web/status/1972636184414208089 https://twitter.com/i/web/status/1972636184414208089"
X Link 2025-09-29T12:14Z 72.6K followers, 304.5K engagements
"Finally someone isnt afraid to speak the truth. Everyone knew that computers semiconductors and internet were going to change the future and the impact was going to be massive. But the timing was miscalculated by the market and that miscalculation usually comes with corrections. Spot on Kenneth Griffin"
X Link 2025-10-07T01:28Z 72.6K followers, 293.1K engagements
"6 stocks I would buy right now $JD - Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates Chinas largest self-owned logistics network covering 99% of the population with over 90% of urban orders delivered within [--] hours. This unmatched fulfillment capability continues to be a key differentiator anchoring JDs leadership in reliability and customer experience. JD Food Delivery has become a powerful growth engine boosting both user acquisition and cross-selling. Daily orders have peaked at [--] million supported by more"
X Link 2025-10-07T13:21Z 72.5K followers, 142.3K engagements
"UiPath $PATH is Such a hidden gem"
X Link 2025-10-11T12:39Z 72.6K followers, 209.7K engagements
"7 Robotic Company Leaders for the Next Decade The global robotics market is projected to exceed $400 billion by [----] expanding far beyond manufacturing into healthcare logistics and AI-driven enterprise automation. Here are seven companies that are well-positioned to lead and benefit from this transformation. [--]. $AMZN - Amazon Amazons unparalleled integration of robotics AI and logistics data has made it one of the most automated corporations in the world. Amazon Robotics now operates more than [------] robots across its fulfillment centers including Kiva and Proteus models that handle picking"
X Link 2025-10-13T13:11Z 72.4K followers, 85K engagements
"Whats your highest conviction stock under $5 billion market cap"
X Link 2025-10-14T17:29Z 72.5K followers, 221.7K engagements
"Semiconductor Supply Chain This chart tells you: US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC ASML (EU) remains the worlds sole provider of EUV lithography Asia dominates wafer fabrication and ATP: $TSM and Samsung Electronics"
X Link 2025-10-15T15:04Z 72.6K followers, 169.9K engagements
"Growth stocks having a correction: MercadoLibre $MELI Sea $SE Grab Holdings $GRAB Fair Isaac $FICO TransMedics $TMDX Duolingo $DUOL ServiceNow $NOW Sezzle $SEZL Root $ROOT Eli Lilly $LLY UiPath $PATH Zeta Global $ZETA Paymentus Holdings $PAY monday $MNDY WeRide $WRD Rubrik $RBRK Shift4 Payments $FOUR https://twitter.com/i/web/status/1979183369133932765 https://twitter.com/i/web/status/1979183369133932765"
X Link 2025-10-17T13:51Z 72.7K followers, 67.7K engagements
"5 Undervalued Small-Cap Stocks to Buy [--]. $PATH - UiPath UiPaths platform stands out as the only fully AI-native RPA ecosystem seamlessly integrating robotic process automation (RPA) process mining generative AI and agentic automation within a single low-code/no-code environment. It is one of the few platforms to deliver a complete automation lifecycle under one control plane. Since launching its AI-powered automation suite UiPath has supported nearly [--] million agent runs and over [------] process instances with 450+ customers actively building and deploying AI agents. With 2.5M+ community users"
X Link 2025-10-20T13:10Z 72.4K followers, 108.6K engagements
"$AMZN and $GOOG are taking 68% of the new AI startup"
X Link 2025-10-21T12:19Z 72.6K followers, 103.2K engagements
"Whats your highest conviction stock right now"
X Link 2025-10-21T22:40Z 72.6K followers, 44K engagements
"$HIMS short interest is at 36% close to its highest level. The short squeeze hasnt even started yet"
X Link 2025-10-22T18:06Z 72.4K followers, 29.1K engagements
"Sergey Brin said a year ago that he is working at $GOOG every day because he has never seen anything as exciting as the recent progress in AI and he doesn't want to miss out Founder motivation usually leads to incredible results"
X Link 2025-10-23T16:57Z 72.5K followers, 91.1K engagements
"Fair Isaac Corporation $FICO - Operating income has surpassed operating expenses - The company expects to generate $1 billion in free cash flow over the next few years - Revenue and EPS are growing by more than 20% - FICO Scores are used in over 90% of U.S. lending decisions - No signs of disruption - Strong pricing power Arguably one of the best businesses ever created. Long $FICO https://twitter.com/i/web/status/1981753113015882090 https://twitter.com/i/web/status/1981753113015882090"
X Link 2025-10-24T16:02Z 72.7K followers, 19.2K engagements
"$NVTS NTM free-cash-flow yield stands at -1.33% a major improvement from its five-year average of -6% and a recent trough of -16%. Although still negative this trajectory suggests the company is approaching cash-flow neutrality after several years of investment-heavy scaling. For a small cap operating in a structurally expanding market this improvement is encouraging it reflects lower capex intensity and better inventory management. If Navitas sustains gross-margin expansion above 45% it could reach positive free-cash-flow territory by mid-2026"
X Link 2025-10-27T13:17Z 72.5K followers, [----] engagements
"This is the best video from $NVDA so far [--] years of history in a single clip. From video games in the early 1990s and 2000s to gradually expanding into other sectors NVIDIA has slowly become one of the most essential companies in the world"
X Link 2025-10-28T18:10Z 72.6K followers, 153.6K engagements
"7 undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y Revenue Growth: 11.4% ROIC: 27% Debt/Equity: 0.76x 1-year performance: -39.7% UnitedHealth serves over [--] million individuals leveraging its unmatched scale data infrastructure and pricing power to deliver efficient healthcare solutions across the U.S. Its diversified revenue streams insurance premiums Optum Health Optum"
X Link 2025-11-01T14:36Z 72.5K followers, 701.3K engagements
"$ADBE - Adobe PE: 21xFoward PE: 14.8x 5y Revenue Growth: 13.1%Profit margin: 30% ROIC: 27% Debt/FCF: 0.69x 1-year stock performance: -30.5% Adobe holds roughly 42% global market share in creative software powered by its industry-leading Creative Cloud suite. Around 74% of Adobes revenue comes from its Digital Media segment a subscription-based model that ensures recurring revenue customer retention and predictable cash flows. Its AI roadmap is ambitious targeting $5 billion in ARR from generative AI by [----]. The companys AI engine Firefly is expanding into 3D and VR content creation keeping"
X Link 2025-11-01T14:37Z 72.4K followers, 34.8K engagements
"$FOUR - Shift4 Payments PE: 26.7x Foward PE: 11.6x 5y Revenue Growth: 41.2% 5y Cash Growth: 299% Debt/Equity: 1.8x YTD performance: -33.9% Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in industries where competitors face fragmentation. The company holds 15-20% U.S. market share in hotels and restaurants and is expanding into arenas stadiums e-commerce and international markets. Its recent acquisition in Europe added tax-free shopping capabilities extending its footprint across Europe and Asia. Shift4 is expected to sustain free-cash-flow"
X Link 2025-11-01T14:37Z 72.4K followers, 32.8K engagements
"$ADBE CEO: we believe our stock is undervalued so we are buying back a lot of our shares right now [--] undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies. $UNH - UnitedHealth Group Incorporated PE: 17.6x Foward PE: 20x 5y https://t.co/WAxk96cn9Y [--] undervalued companies Even with the S&P at ATH some companies with strong fundamentals have not followed the market. These stocks remain undervalued and are positioned to begin their next bull rallies."
X Link 2025-11-02T12:22Z 72.6K followers, 656.4K engagements
"Which robotics stocks do you think will dominate the next decade"
X Link 2025-11-03T18:13Z 72.6K followers, 24.4K engagements
"This is by far one of the best interviews from Bruce Flatt Brookfields CEO. During the interview the reporter asked him if we are in a bubble and he immediately broke character saying we are not. He explained that the majority of these companies have better credit ratings than most countries plenty of cash and are making long-term investments. Its not a job for everyone and its not easy to do. Bruce also said were going to need all the power we can get and energy consumption is expected to double over the next [--] years Bruce rarely shows emotion but this time he decided to break character"
X Link 2025-11-05T17:23Z 72.6K followers, 330.2K engagements
"Shift4 Payments $FOUR Gross Revenue up 61% YoY Gaap EPS from [----] Q3 [----] to [----] Q3 [----] No bueno Net income Q3 [----] $53.8 to $33.4 Q3 [----] -38% YoY 'our board has authorized a new $1 billion stock repurchase programwhich is the largest in our history.'"
X Link 2025-11-06T12:31Z 72.4K followers, 10.7K engagements
"Fair Isaac $FICO is such a magnificent business Revenue is up 16% YoY Return on Capital 70.41% (All time high) EPS is up 30% YoY Operating Cash flow is up 24% YoY Patiently waiting to buy more"
X Link 2025-11-06T16:36Z 72.7K followers, 12.2K engagements
"Many high-ROIC companies with 12%+ EPS growth are having a slow year are you buying Meta Platforms $META is up 5% YTD Stock price is down 21% from its highs Return on Capital: 33% Earnings yield: 4% EPS has been growing 12% Adobe Inc $ADBE is down -27% YTD Stock price is down 52% from its highs Return on Capital: 46% Earnings yield: 4% EPS has been growing 12% Strong buybacks MSIC $MSCI is down -3% YTD Stock price is down 13% from its highs Return on Capital: 45% EPS has been growing 12% Cannibal stock Mastercard $MA is up 5% YTD Stock price is down 8% from its highs Return on Capital: 68%"
X Link 2025-11-07T23:19Z 72.6K followers, 38.4K engagements
"'I cant think of a CEO a management consultant an academic a member of government you name it that I would select over Greg to handle your savings and mine' Such powerful words from Warren Buffett Especially when Greg Abel is going to be in charge of $400 billion in cash in less than [--] weeks"
X Link 2025-11-10T22:14Z 72.5K followers, 14.1K engagements
"$AMD's expansion over the next [--] to [--] years is wild: 80% Data Center 50% Server Revenue 40% Client Revenue 70% Adaptive Revenue Semiconductor industry will remain busy"
X Link 2025-11-11T19:10Z 72.5K followers, 55.4K engagements
"What stocks are you currently buying after the last two weeks sell off"
X Link 2025-11-20T18:14Z 72.5K followers, 23.6K engagements
"$CPRT Total cash vs Total Liabilities The company has been accumulating cash since June [----]. when most companies turned ultra conservative. - No buybacks since [----] - operating cash flow all time high - Zero debt - Operating income [--] operating expenses - Outstanding management $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV $CPRT just hit $5.24 billion in cash vs Total Liabilities 961M. https://t.co/ZEBW5OL6GV"
X Link 2025-11-21T18:17Z 72.7K followers, 32.3K engagements
"6 Stocks to Buy and Hold for the Next Decade [--]. $GOOG - Alphabet Alphabet remains the dominant force in global digital advertising through Google Search and YouTube with search volume boosted by a 70% adoption surge in Google Lens. YouTube continues expanding into live sports connected TV and subscription services. Advertising revenue rose 15% YoY to $10.3 billion while paid subscriptions surpassed [---] million users (+21% YoY) cementing YouTube as a true dual-revenue engine. Alphabets AI strategy is accelerating rapidly. AI Overviews now reach over [--] billion monthly users across 200+"
X Link 2025-11-22T13:35Z 72.4K followers, 445.4K engagements
"$GOOG and $AAPL are the only tech stocks near all time highs during this sell off % Decline From Record High: $GOOG all time high Apple $AAPL -1% Cisco Systems $CSCO -3% Taiwan Semiconductor $TSM -8% Intuitive Surgical $ISRG -8% Broadcom $AVGO -12% KLA Corporation $KLAC -11% Applied Materials $AMAT -12% Microsoft $MSFT -13% Amazon $AMZN -13% Lam Research $LRCX -14% Nvidia $NVDA -14% Uber $UBER -16% ASML $ASML -17% Shopify $SHOP -17% Palo Alto Networks $PANW -17% Micron Technology $MU -18% Booking Holdings $BKNG -18% Intuit $INTU -18% Tesla $TSLA -19% Cadence Design $CDNS -20% Netflix $NFLX"
X Link 2025-11-24T01:12Z 72.5K followers, 62.5K engagements
"$V Visa or $MA Mastercard Visa: - Rev growing 12% - EPS growing 12% - Gross margins: 98% - FCF Margins 50% - Operating income Operating expenses - 10yr Share Reduction: 21% $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free Cash Flow Margin 50% - Operating income Operating expenses - Strong buybacks: 20% share reduction in the lest 10y https://t.co/GlFP01y6cf $MA Mastercard is another magnificent business underperforming and being ignored - Rev growing 12% - EPS growing 12% - Gross margin 100% - Free"
X Link 2025-11-26T18:13Z 72.6K followers, 97.8K engagements
"Booking Holdings $BKNG 10y share reducion: -36% To give you an idea: O'Reilly -43% (10y share reduction) FICO -24% Paypal -23% Visa -21% Mastercard -20% This company is the definition of a cannibal stock. High quality stocks are now underperforming the broader S&P [---] by margins last seen during the late-1990s bubble A lot of great businesses are being ignored by most investors Mastercard Incorporated $MA +0.25% YTD Visa $V +2.45% YTD MSCI $MSCI -6.65% YTD S&P Global $SPGI https://t.co/SoIRZJcvvN High quality stocks are now underperforming the broader S&P [---] by margins last seen during the"
X Link 2025-11-28T12:30Z 72.5K followers, 47.1K engagements
"5. $OSCR - Oscar Health While healthcare is undergoing massive disruption Oscar operates in a protected environment supported by ACA marketplace regulations and government subsidies. Oscar Healths total membership grew 28% YoY to [---] million supported by strong retention rates above-market enrollment and Special Enrollment Period (SEP) additions. The company expanded into [--] states including new markets in Alabama and Mississippi deepening its national footprint. With the ACA marketplace expected to reach [--] million covered lives in [----] Oscar has meaningful headroom to expand its addressable"
X Link 2025-11-29T13:34Z 72.4K followers, 12.1K engagements
"6. $CPRT - Copart The U.S. salvage vehicle auction industry is an effective oligopoly dominated by Copart and RB Global which together control 80%+ of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transport fleet logistics and towing services providing superior speed and cost control in moving vehicles. At the core of Coparts operations is its proprietary VB3 platform an industry-leading technology supporting over [------] active buyers across 190+ countries. This"
X Link 2025-11-29T13:34Z 72.4K followers, 15K engagements
"2. $JD - JDcom 5y Revenue Growth: 22% 5y Cash Growth: 7% Debt/Equity: 0.37x 5-year stock performance: -64% Among Chinese companies JD remains one of the few major stocks that has yet to fully recover but that may soon change. JD operates China's largest self-owned logistics network covering 99% of the population with 90%+ of urban orders delivered within [--] hours. This unmatched fulfillment moat continues to anchor JDs dominance in customer experience and reliability. JD Health is scaling rapidly in telemedicine AI-powered prescription management and rare disease support expanding well beyond"
X Link 2025-12-06T13:22Z 72.4K followers, 17.8K engagements
"3. $DLO - DLocal Limited 5y Revenue Growth: 293% 5y Cash Growth: 107% Debt/Equity: 0.13x 5-year stock performance: -36% DLocal operates across Latin America Africa Asia and the Middle East regions underserved by global payment providers and ripe for digital financial transformation. The company processes payments for global enterprises via a single API supporting 600+ local payment methods across 40+ countries. It recently hit a record TPV of $10.4B up 59% YoY and 13% QoQ marking its fourth consecutive quarter above 50% YoY growth. The company is positioned to dominate cross-border payments"
X Link 2025-12-06T13:22Z 72.4K followers, 16.5K engagements
"7. Applied Materials $AMAT - More than [---] semiconductors fabs are under construction right now and more than [--] will be built over the next [--] years they gonna need $AMAT equipment - The semiconductor industry is going to remain busy - After Liberation day CEO bought over $6 million worth of shares at $137 per share his first purchase since [----] https://twitter.com/i/web/status/1999108298285494673 https://twitter.com/i/web/status/1999108298285494673"
X Link 2025-12-11T13:25Z 72.7K followers, [----] engagements
"8. Fair Isaac Corporation $FICO - Over 90% of top U.S. lenders use FICO Scores - Rev and EPS growing 12% - Strong buybacks - Scores generate a lot cash flow - Housing market steady since Jun [----]. Eventually folks are gonna apply for mortgages"
X Link 2025-12-11T13:25Z 72.7K followers, [----] engagements
"Visa $V Similar to $MA strong buyback Rev and EPS growing 11%"
X Link 2025-12-11T13:25Z 72.4K followers, [----] engagements
"DLocal Limited $DLO - Dlocal doesn't has a lot time in the market but since its IPO the company has returned a strong ROIC - Rev and EPS growing 12% - The company is expanding - Oustading CEO with more than [--] years experince"
X Link 2025-12-11T13:25Z 72.4K followers, [----] engagements
"Avg street targets for the next [--] to [--] months: Amazon $AMZN $300 S&P Global $SPGI $617.50 MSCI $MSCI $672 Mastercard $MA $660 Visa $V $405 Adobe $ADBE $425 Axon Enterprise $AXON $815 Grab $GRAB $6.93 Uber $UBER $110 Salesforce $CRM $330 Shift4 Payments $FOUR $90 Intercontinental Exchange $ICE $195 ServiceNow $NOW $1150 UnitedHealth Group $UNH $410 NVIDIA $NVDA $250 https://twitter.com/i/web/status/2000905368197562640 https://twitter.com/i/web/status/2000905368197562640"
X Link 2025-12-16T12:26Z 72.6K followers, 46.1K engagements
"$MSCI will come back with massive buybacks Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL"
X Link 2025-12-16T15:00Z 72K followers, 13.6K engagements
"$UNH still have so much potential and its having one of the worse year since [----] and [----] yet the company serves more than [--] million customers and the avg street target still close to $430 https://x.com/BourbonInsider/status/1979887896703205500 $UNH has been a public company for almost [--] years - 78% of those years have been positive and the stock has delivered more than 40% annual returns in [--] different years. - The company generates a lot of free cash flow - The company has had very few down years probably https://t.co/uMcRkbrNJZ https://x.com/BourbonInsider/status/1979887896703205500"
X Link 2025-12-18T14:44Z 72.3K followers, 12.3K engagements
"3. $LULU - lululemon athletica Lululemon has evolved from a niche yoga brand into a global athletic-wear powerhouse. International revenue grew 33% YoY led by: - Mainland China: +46% reported (+47% constant currency) - Rest of World: +19% constant currency This is more impressive because in [----] 99% of revenue came from North America. Today 27.9% is international. Since [----] total revenue has grown +350% making Lululemon the #3 global activewear brand behind Nike and Adidas. The company remains the #1 womens activewear brand in the U.S. operates in 30+ geographies and has quadrupled its"
X Link 2025-12-20T13:30Z 72.4K followers, 20.4K engagements
"4. $DLO - DLocal Limited DLocal operates one of the strongest infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. The company processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. It recently reported record TPV of $10.4B (+59% YoY +13% QoQ) its fourth consecutive quarter above 50% growth. Net revenue retention reached 149% among the highest in global fintech and SaaS reflecting strong merchant expansion across volumes geographies and payment methods. APM on-file live across [--] methods"
X Link 2025-12-20T13:30Z 72.6K followers, 20.1K engagements
"5. $ADBE - Adobe Inc. Despite AI disruption Adobe retains one of the strongest software moats ever built with roughly 42% global market share in creative software. Digital Media revenue reached $17.65B (+11% YoY) with double-digit ARR growth across routes and geographies. Growth was driven by Creative Cloud Pro while Digital Experience revenue increased to $5.86B (+9% YoY) with subscription revenue up 11% to $5.41B. Adobes long-term freemium strategy is now converting at scale: - 750M+ MAUs across Acrobat & Express - 70M+ creative freemium MAUs (+35% YoY) - Express MAUs +30% YoY - Nearly 50%"
X Link 2025-12-20T13:30Z 72.6K followers, 19.5K engagements
"6. $FOUR - Shift4 Payments Shift4 has built a defensible moat with 550+ software integrations enabling seamless operations in fragmented industries. The company holds 1520% U.S. market share in hotels and restaurants and is expanding into stadiums e-commerce and international markets. Total payment volume reached $55 billion up 26% YoY reflecting robust expansion across hospitality restaurants sports and entertainment verticals. The Bambora (Worldline NA) acquisition adds $90B in gateway volume enhanced ACH/EFT capabilities and engineering talent at a steep valuation discount. SmartPay"
X Link 2025-12-20T13:30Z 72.4K followers, 23.5K engagements
"3. $CSU - Constellation Software 1y stock performance: -26.4% Constellation Software can be considered defensive through fragmentation and indispensability a decentralized mission-critical software empire that compounds through economic cycles. CSU is the global reference model for Vertical Market Software (VMS) investing. While it may not generate the highest aggregate software revenue it is unmatched in execution owning 1000+ VMS businesses worldwide. Its most important competitive advantage is not a product but its operating philosophy. Unlike most companies that centralize capital"
X Link 2025-12-27T13:35Z 72.5K followers, [----] engagements
"4. $CPRT - Copart 1y stock performance: -33.9% Copart is not a classic defensive stock but it is a defensive compounder. The U.S. salvage vehicle auction industry functions as an effective oligopoly dominated by Copart and RB Global which together control over 80% of the market. Copart owns approximately 90% of its 19000+ acres across 240+ global facilities giving it unmatched control over its real estate footprint. It also operates its own transportation fleet and logistics network providing superior speed reliability and cost control. Liquidity continues to strengthen: - All-time highs in"
X Link 2025-12-27T13:35Z 72.5K followers, 12.5K engagements
"Nuclear Power Performance in 2025: Small Modular & Micro Reactors NuScale $SMR -21.70% YTD OKLO $OKLO +236% YTD Nano Nuclear $NNE -4.20%YTD Services and Equipment GE Vernova $GEV +99.07%YTD Curtiss-Wright $CW +56%YTD Brookfield $BN +20%YTD BWX Technologies $BWXT +56%YTD Mirion Technologies $MIR +34%YTD Centrus Energy $LEU +263%YTD Power Producers Constellation Energy $CEG +59%YTD Vistra $VST +18%YTD Talen Energy $TLN +87%YTD Duke Energy $DUK +9%YTD Uranium Cameco Corporation $CCJ +78%YTD NexGen Energy $NXE +39%YTD ETF Global X Uranium $URA +60%YTD Sprott Uranium Miners $URNM +36%YTD Energy"
X Link 2025-12-31T20:49Z 72.6K followers, 22.2K engagements
"2. $PATH - UiPath In [----] UiPath stock surged 23% yet it remains well below its [----] all-time high of $79. In [----] revenue is expected to grow around 12% with net income projected to increase roughly 20% signaling strong operational momentum. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. Since launching its AI-powered automation suite the company has supported nearly one million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. With over [---] million community users"
X Link 2026-01-03T13:56Z 72.5K followers, [----] engagements
"3. $IREN - IREN Limited IREN is evolving from a Bitcoin miner into a power-first vertically integrated digital infrastructure platform. This strategic shift helped drive a +200% stock surge in [----] although shares still trade below their all-time high of $62. Unlike off-grid miners IRENs grid-connected facilities reduce downtime curtailment risk and reliability issues. As AI and data centers drive structural increases in power demand cheap reliable renewable energy becomes the true bottleneck and IREN already controls it. IREN owns its land power infrastructure and data centers end-to-end. As"
X Link 2026-01-03T13:56Z 72.5K followers, [----] engagements
"Semiconductor equipment just hit an all-time high. Lam Research $LRCX $190 +2.78% Pre market ASML Holding $ASML $1198 +2.96% Pre market KLA Corporation $KLAC $1305 +2.40% Pre market Applied Materials $AMAT $274 +2.27% Pre market Chip Design: NVIDIA Corporation $NVDA $191 +1.51% Semiconductor Supply Chain This chart tells you: US dominates chip design EDA/IP and equipment/tools: Chips design: $NVDA $AMD EDA/IP: $CDNS $SNPS equipment/tools: $AMAT $ASML $LRCX $KLAC ASML (EU) remains the worlds sole provider of EUV lithography Asia dominates wafer https://t.co/XvNszQw7mo Semiconductor Supply"
X Link 2026-01-05T13:20Z 72.6K followers, 36.6K engagements
"$AMD CEO Dr. Lisa Su projects that more than [--] billion people will use AI daily within the next five years. This is wild"
X Link 2026-01-06T02:47Z 72.6K followers, 29.3K engagements
"Arista Networks $ANET retained earnings and operating cash flow growing quarter after quarter zero debt and revenue and EPS are expected to grow 20% over the next three years. Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon Enterprise $AXON AMD $AMD AppLovin $APP Small Caps: Webull $BULL Symbotic $SYM ACM Research $ACMR Astera Labs $ALAB monday Watchlist stocks revenue and EPS expected to grow 20%+ for the next [--] years. Large caps: Reddit $RDDT MercadoLibre $MELI Arista Networks $ANET Axon"
X Link 2026-01-06T13:36Z 72.7K followers, 12.5K engagements
"Whats your highest conviction stock under $20 per share"
X Link 2026-01-07T21:05Z 72.6K followers, 33.6K engagements
"$MU is going to build the largest semiconductor manufacturing facility in U.S. history and the world's most advanced memory fab You know the rest. they gonna need more semiconductor equipment: bigger orders for $ASML $AMAT and $KLAC $MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment https://t.co/r18IbxQ6Xl $MU is gonna build the largest memory fab in New York They're gonna need a lot more $ASML $KLAC and $AMAT equipment https://t.co/r18IbxQ6Xl"
X Link 2026-01-09T17:09Z 72.6K followers, 174.1K engagements
"2. $ODD - Oddity Tech Oddity is built as an AI-native consumer platform with machine learning and automation embedded across the entire value chain. Unlike peers that apply AI selectively Oddity integrates data science directly into core operational workflows allowing efficiency and performance to improve as the business scales. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This loop shortens innovation cycles improves product-market fit and reduces the risk of failed launches. METHODIQ (Brand 3) launched on"
X Link 2026-01-10T13:30Z 72.6K followers, 14.8K engagements
"3. $DLO - DLocal Limited DLocal operates one of the strongest payments infrastructure moats in emerging markets spanning Latin America Africa Asia and the Middle East. Its platform processes payments and disbursements through a single API supporting 600+ local payment methods across 40+ countries. The company recently reported record TPV of $10.4 billion up 59% YoY and 13% QoQ marking its fourth consecutive quarter of 50%+ growth. Net revenue retention reached an exceptional 149% reflecting strong merchant expansion across volumes geographies and payment types. Alternative payment methods"
X Link 2026-01-10T13:30Z 72.4K followers, 14.6K engagements
"Which stock under $10 billion market cap do you think is undervalued right now"
X Link 2026-01-12T19:48Z 72.5K followers, 48K engagements
"Moving into first quarter [----] we expect our business to be supported by continued strong demand for our leading-edge process technologies. said Wendell Huang Senior VP of $TSM Taiwan Semiconductor $TSM 6%+ All time high ASML Holding $ASML 6%+ Pre market All time high KLA Corporation $KLAC 6%+Pre market All time high Lam Research $LRCX 7%+Pre market All time high Applied Materials $AMAT 7%+ All time high https://twitter.com/i/web/status/2011785318865817697 https://twitter.com/i/web/status/2011785318865817697"
X Link 2026-01-15T12:59Z 72.6K followers, [----] engagements
"I believe $AMZN is going to be the largest company in America Robotics drones and automation will make a huge impact on the company"
X Link 2026-01-15T18:03Z 72.4K followers, 50.1K engagements
"3. $NVO - Novo Nordisk Novo Nordisk is a global leader in diabetes care and obesity treatments two of the fastest-growing chronic health conditions worldwide. Novo controls approximately 45% of the U.S. market and 40% globally with approvals in more than [--] countries. The company benefits from a strong product pipeline and significant pricing power in specialized medications. Next-generation therapies are expected to extend revenue growth. The development of an oral Wegovy pill could dramatically expand the obesity total addressable market (TAM). Recent Akero and Metsera acquisitions"
X Link 2026-01-17T13:43Z 72.4K followers, 30.1K engagements
"4. $SOFI - SoFi Technologies SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics software-like margins and global fintech infrastructure capabilities. SoFi operates as a modern digital financial services platform targeting younger consumers across personal banking lending investing and crypto. Growth in fintech adoption and digital banking usage supports long-term expansion. If SoFi continues to increase member engagement and cross-sell rates lifetime customer value could rise significantly. SoFi has delivered positive net income"
X Link 2026-01-17T13:43Z 72.4K followers, 22.7K engagements
"6. $PATH - UiPath UiPath is a leader in robotic process automation (RPA) helping enterprises automate repetitive tasks using software bots to reduce costs and improve operational quality. RPA combined with AI enables smarter automation and delivers higher value to customers. UiPath is one of the few platforms offering a complete automation lifecycle under a single control plane. The company has supported nearly [--] million agent runs and over [------] process instances with more than [---] customers actively building and deploying AI agents. As adoption grows UiPaths automation marketplace"
X Link 2026-01-17T13:43Z 72.6K followers, 23.1K engagements
"7. $CEG - Constellation Energy Corporation Constellation operates one of the largest nuclear power fleets in the U.S. generating substantial amounts of carbon-free electricity. Data centers require 24/7 reliable power with minimal interruptions making nuclear energy an ideal solution for powering energy-intensive computing facilities. Constellation has signed multi-decade power agreements to supply carbon-free electricity to major tech companies data centers. Its 20-year agreement with Meta along with long-term AI-infrastructure contracts provides predictable revenue and long-duration demand"
X Link 2026-01-17T13:43Z 72.6K followers, 23.1K engagements
"8. $ODD - Oddity Tech Oddity is a technology-driven holding company with exposure to high-growth digital platforms and software-enabled consumer brands. The company operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces launch risk. ODDITY LABS is transitioning from pure R&D into commercialization with at least eight proprietary products planned for [----] including four tied to METHODIQ. METHODIQ (Brand 3) is positioned as a telehealth-first"
X Link 2026-01-17T13:43Z 72.5K followers, 21.7K engagements
"9. $CPRT - Copart Copart is a global leader in online auto auctions and salvage vehicle sales serving insurers dealers and consumers worldwide. The company owns approximately 90% of its 19000+ acres across more than [---] global facilities giving it unmatched control over its real estate footprint. Over the past decade Copart has delivered strong revenue growth with its service segment expanding 359% and its vehicle sales segment growing 248% driven by the scalability of its VB3 platform and continued global expansion. Copart is positioned for strategic growth in Asia while strengthening its"
X Link 2026-01-17T13:43Z 72.7K followers, 20.6K engagements
"10. $WRD - WeRide WeRide develops full-stack autonomous driving systems (Level [--] to Level 4) tested and deployed across multiple global markets. The company has received autonomous driving permits in several countries and operates in dozens of cities demonstrating progress beyond a single geographic market. WeRide is rolling out robotaxi services and other autonomous vehicles including robovans and robobuses diversifying revenue beyond traditional vehicle sales. It has built one of the strongest global partner ecosystems in autonomy collaborating with Uber (UAE) Grab (Southeast Asia) SBB"
X Link 2026-01-17T13:43Z 72.7K followers, 20.8K engagements
"11. $BULL - Webull Webull serves more than [--] million registered users worldwide reflecting strong adoption of its digital investment platform. The company operates across North America Asia-Pacific Europe and Latin America providing broad geographic exposure. Webull continues to enhance its platform with advanced trading tools research capabilities educational content and 24/7 global market access increasing engagement and platform stickiness. Digital investment platforms benefit from sustained retail investor participation and rising global market access. Webulls Premium Subscription"
X Link 2026-01-17T13:43Z 72.4K followers, 24.4K engagements
"Amazon $AMZN is one of Royal Bank of Canadas top stock picks for [----] Interesting theyve included $ABNB. We dont see many people talking about this tech giant And they also included Nancy Pelosis stock $PANW"
X Link 2026-01-19T12:58Z 72.7K followers, 33.7K engagements
"$INTR Inter & Co just received approval from the Fed to operate in Florida.that was quick. I cant wait to see $NU expand into the U.S. They already have workers and customers and many people have downloaded and are using the app there. Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK Dont forget that $NU has a small operation in the US https://t.co/1BuLCCQXxK"
X Link 2026-01-19T16:23Z 72.6K followers, 10.9K engagements
"$ANET retained earnings and operating cash flow growing quarter after quarter with zero debt. Such an essential company"
X Link 2026-01-20T17:03Z 72.4K followers, 11.6K engagements
"$CSU.TO FCF yield is back to [----] highs and an insider purchased [--] share to boost confidence Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT Constellation Software $CSU.TO insider has purchased [--] share https://t.co/T1umqfgKPT"
X Link 2026-01-21T19:39Z 72.4K followers, 13.6K engagements
"Jensen Huang "Say my name" moment NVIDIA $NVDA has grown at 37% per year since its IPO [----] BlackRock $BLK has grown at 21% per year since its IPO in 1999"
X Link 2026-01-22T12:40Z 72.4K followers, 51.4K engagements
"Larry Fink $BLK is saying the same thesis as Michael Burry. Every two or three years chip designers develop a new generation with a 50% price increase and hyperscalers are tempted to buy it because they want the best equipment and to offer the best services. In other words its a rat race. Get out of the rat race.build your own chips cheaper and with better performance. I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300 is coming https://t.co/BLfxfTybte I cant be the only one who is extremely bullish about Amazons semiconductor lab Long $AMZN $300"
X Link 2026-01-23T13:02Z 72.4K followers, 170.3K engagements
"7 Robotics Company Leaders for the Next Decade [--]. $GOOG - Alphabet Alphabets robotics initiatives (led by Intrinsic DeepMind and RT-X) aim to develop general-purpose robotic intelligence capable of learning reasoning and adapting to new environments. By training robots with large multimodal AI models Google is building the software mind that allows machines to learn thousands of tasks from human demonstrations rather than rigid programming. Googles strength lies in AI scalability connecting data vision and motion learning across its vast ecosystem. If successful it could become the operating"
X Link 2026-01-24T13:33Z 72.5K followers, 156.3K engagements
"2. $ISRG - Intuitive Surgical Intuitive Surgical remains the undisputed leader in robotic-assisted surgery (RAS) and is uniquely positioned to expand into new surgical categories emerging markets and adjacent medical robotics fields. The da Vinci ecosystem now with more than [-----] installed systems benefits from unmatched surgeon trust extensive clinical data and a deeply embedded service and training infrastructure. This creates powerful recurring revenue streams and exceptionally high switching costs. Advancements in AI-enhanced imaging augmented reality (AR) and real-time decision support"
X Link 2026-01-24T13:33Z 72.5K followers, 17.8K engagements
""My algorithm has always been: You put smart people together you give them a lot of freedom create an atmosphere where everyone talks to everyone else. They're not hiding in the corner with their own little thing. They talk to everybody else. And you provide the best infrastructure. The best computers and so on that people can work with and make everyone partners." Jim Simons https://twitter.com/i/web/status/2015763359233081450 https://twitter.com/i/web/status/2015763359233081450"
X Link 2026-01-26T12:26Z 72.5K followers, 235.7K engagements
"Bloom Energy $BE CEO with a very simple thesis involving natural gas"
X Link 2026-01-27T15:06Z 72.4K followers, 32.4K engagements
"UiPath Inc. $PATH is a leading global software company specializing in Robotic Process Automation (RPA) and enterprise automation solutions. Founded in [----] in Bucharest Romania the company http://x.com/i/article/2015513708533858306 http://x.com/i/article/2015513708533858306"
X Link 2026-01-28T14:24Z 72.4K followers, [----] engagements
"$MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL Don't forget $MSCI is a cannibal stock https://t.co/yOENt0dBjL"
X Link 2026-01-28T17:54Z 72.5K followers, 28.7K engagements
"$FICO We had a good start to our fiscal year with strong top and bottom-line growth said Will Lansing chief executive officer"
X Link 2026-01-28T21:46Z 72.4K followers, [----] engagements
"Lam Research Corporation $LRCX: Rev: $5.35B up 22% YoY EPS GAAP $1.26 37% YoY Share Repurchases $1.4B biggest buyback so far"
X Link 2026-01-28T22:14Z 72.5K followers, [----] engagements
"$ALLY CFO just purchased [-----] shares for $500K Its the second insider purchasing shares in a week $ALLY insiders have been buying lately https://t.co/t6QWI4Rz7c $ALLY insiders have been buying lately https://t.co/t6QWI4Rz7c"
X Link 2026-01-28T22:49Z 72.6K followers, [----] engagements
"$MSCI Operating Expenses vs Operating Income $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt $MSCI purchased [---] million shares for $2.4 billion in [----] at an average price of $559. The CEO was buying at the same price. Its just a matter of time until this beast hits a new all-time high https://t.co/vkHqbyZYXt"
X Link 2026-01-29T12:29Z 72.5K followers, [----] engagements
"Ecommerce stocks crash: "We don't gonna buy because they gonna be disrupted" 7Mags crash: "We don't gonna buy because they gonna be disrupted" Alibaba crashes "We don't gonna buy because China and its gonna be disrupted" Google crashes "We don't gonna buy because its gonna be disrupted" Software stocks crash: "We don't gonna buy because its gonna be disrupted" Semiconductor stocks crash: "We don't gonna buy because they gonna be disrupted" Cybersecurity stocks crash: "We don't gonna buy because its gonna be disrupted" Then. they gonna be buying at top as usual"
X Link 2026-01-29T15:43Z 72.2K followers, 11.9K engagements
"Are you buying anything today"
X Link 2026-01-29T17:18Z 72K followers, 12.8K engagements
"Hello to all the American banks $NU is coming At this point apply in Canada as well and start disrupting North America. $NU is going to the US https://t.co/6Ls3pU2Lki $NU is going to the US https://t.co/6Ls3pU2Lki"
X Link 2026-01-29T20:09Z 72.4K followers, [----] engagements
"$FOUR CEO: we are expanding outside the US incredibly rapidly.we're now in [--] countries that we weren't in two years ago and most of those countries the payment experience looks like it did [--] or [--] or [--] year ago in the US. this year our focus is gonna be outside the US Plenty room for growth https://twitter.com/i/web/status/2017010334326731010 https://twitter.com/i/web/status/2017010334326731010"
X Link 2026-01-29T23:01Z 72.6K followers, 26.8K engagements
"They knew $MSFT was gonna crash thats why they sold few quarters before"
X Link 2026-01-30T12:33Z 72.4K followers, 63K engagements
"This is still one of the best clips from former Google $GOOG CEO Eric Schmidt explaining why we need all sources of power to support AI. He told Congress a few months ago that AI could eventually consume a significant portion of the worlds electricity. Schmidt: "We need energy in all forms" $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the entire worldwide energy https://t.co/Vz5RRqrQpY $ASML CEO: If we don't improve the power efficiency of our AI chips over time training these models could eventually consume the"
X Link 2026-01-31T12:45Z 72.6K followers, 45.9K engagements
"5 Undervalued Software Application Companies Over the past year the software application sector has faced meaningful headwinds including macroeconomic pressure slower growth in certain subsegments and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves this setup presents a compelling opportunity for select high-quality software names. [--]. $ADBE - Adobe Adobe shares have declined more than 30% over the"
X Link 2026-02-01T13:33Z 72.5K followers, 24.4K engagements
"4. $CRM - Salesforce Salesforce shares have declined nearly 40% despite the company continuing to deliver solid operating performance. Salesforce remains the system of record for customer and sales data for more than [------] organizations supported by powerful data gravity and high switching costs. Its integrated ecosystem (Sales Cloud Service Cloud Marketing Cloud Commerce Cloud and Tableau) is unified by Einstein AI and Data Cloud. Replacing even a single module risks disrupting interconnected workflows. Einstein [--] and Agentforce leverage customer data to deliver contextual AI insights while"
X Link 2026-02-01T13:33Z 72.5K followers, [----] engagements
"5. $PAY - Paymentus Holdings Paymentus is the only company on this list to experience a sharp sell-off this month and the stock is down approximately 16% over the past year. Paymentus operates a cloud-based SaaS platform known as the Instant Payment Network (IPN) which integrates directly with billers core financial and operational systems to provide seamless digital payment experiences across channels. The company monetizes through a combination of percentage-based transaction fees and fixed per-transaction fees allowing it to serve both large enterprises and smaller public entities."
X Link 2026-02-01T13:33Z 72.5K followers, [----] engagements
"$MU CEO: High bandwidth memory will be a $100B industry by [----] Micron Technology $MU projected revenue growth for [----] [----] and [----] https://t.co/MFpz79GErO Micron Technology $MU projected revenue growth for [----] [----] and [----] https://t.co/MFpz79GErO"
X Link 2026-02-02T12:27Z 72.5K followers, 117.9K engagements
"Growth stocks near [--] weeks low: Oddity Tech $ODD Duolingo $DUOL monday $MNDY Webull $BULL Shift4 Payments $FOUR eToro Group $ETOR (IPO May 2025) Hims & Hers Health $HIMS Root $ROOT Dutch Bros $BROS CAVA Group $CAVA Byrna Technologies $BYRN Axon Enterprise $AXON Paymentus $PAY SentinelOne $S The Trade Desk $TTD https://twitter.com/i/web/status/2018334242896331207 https://twitter.com/i/web/status/2018334242896331207"
X Link 2026-02-02T14:42Z 72.6K followers, 16.3K engagements
"$MA Cash flow per share - $14B in buybacks for [----] - Rev and EPS growing 15% - Free cash flow growing 20% A new all time high is coming $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS $MA EPS and REV growing 15% https://t.co/MfPJ7vGgQS"
X Link 2026-02-02T17:29Z 72.5K followers, 14K engagements
"Software projected Revenue growth for 2026: AppLovin $APP 36%+ ZETA $ZETA 30%+ Rubrik $RBRK 23%+ CrowdStrike $CRWD 21%+ monday $MNDY 20%+ Fair Isaac $FICO 20%+ Duolingo $DUOL 20%+ Zscaler $ZS 20%+ GitLab $GTLB 19%+ ServiceNow $NOW 19%+ Constellation Software $CSU.TO 17%+ HubSpot $HUBS 16%+ Uber $UBER 16%+ Palo Alto Networks $PANW 16%+ Microsoft $MSFT 15%+ Intuit $INTU 14%+ Veeva $VEEV 12%+ Workday $WDAY 12%+ Adobe $ADBE 11%+ Salesforce $CRM 11%+ Lime Technologies AB 11%+ Fortinet $FTNT 11%+ SAP $SAP 9%+ Automatic Data $ADP 6%+ Software projected EPS (GAAP) growth for 2026: HubSpot $HUBS 100%+"
X Link 2026-02-03T12:43Z 72.7K followers, 36.2K engagements
"$AXON EV/EBITDA is getting closer to its 10year average"
X Link 2026-02-03T14:47Z 72.7K followers, 11.3K engagements
"$PYPL $ADBE $UNH and $SNAP are definitely the most hated stocks out there $BABA was part of that list but its now having its redemption arc"
X Link 2026-02-03T15:18Z 72.7K followers, 11.8K engagements
"@FinanceJack44 $SPGI is down 8% not only Saas"
X Link 2026-02-03T15:22Z 72.4K followers, [---] engagements
"$AMZN Prime delivery hit record highs in 2025"
X Link 2026-02-03T15:51Z 72.5K followers, 12.5K engagements
"$HOOD is down 41% from its highs At what price are you waiting to buy"
X Link 2026-02-03T16:36Z 72.5K followers, 20.8K engagements
"$AXON makes some of the best YouTube videos and it has a very strong ecosystem. $AXON Projected Rev for [----] [----] and [----] https://t.co/dRYqvFZXKn $AXON Projected Rev for [----] [----] and [----] https://t.co/dRYqvFZXKn"
X Link 2026-02-03T17:41Z 72.7K followers, 18K engagements
"4. $ODD - Oddity Tech 5y Revenue CAGR Growth: 28.5% 5y EPS CAGR Growth: 49.4% 5y Cash CAGR Growth: 67.9% 1-year stock performance: -35% Revenue CAGR forecast to 2030: Low: 17% Mid: 21% High: 20% Oddity operates a closed-loop feedback system connecting consumer diagnostics product usage outcomes and scientific research. This structure shortens innovation cycles improves product-market fit and reduces product launch risk. Its direct-to-consumer (DTC) model provides structural advantages: full ownership of customer data faster testing and iteration and reduced reliance on third-party retailers."
X Link 2026-02-04T13:26Z 72.6K followers, [----] engagements
"5. $MELI - MercadoLibre 5y Revenue CAGR Growth: 29.9% 5y EPS CAGR Growth: 153.5% 5y Cash CAGR Growth: 85.7% 5y stock performance: +8% Revenue CAGR forecast to 2030: Low: 20% Mid: 29% High: 25% MercadoLibre remains the most dominant digital ecosystem in Latin America combining e-commerce fintech logistics advertising and credit into a powerful flywheel that competitors struggle to replicate. The platform serves 76.8+ million active buyers and continues to expand aggressively in Colombia Chile Ecuador and Peru where e-commerce penetration remains in early stages. Its credit portfolio has grown"
X Link 2026-02-04T13:26Z 72.6K followers, [----] engagements
"$FICO pricing power remains solid Operating margins went from 18% in [----] to 48% in 2025"
X Link 2026-02-04T18:48Z 72.4K followers, [----] engagements
"WallStreetBets picks for [----] are getting hit today $AMZN -2.5% $RKLB -14.5% $ASTS -13.67% $GOOG -2.41% $NBIS -12% $RDDT -11% $POET -10% $PATH -1% $MU -13% $AMZN is WallStreetBets #1 stock pick for [----] $PATH $NBIS $GOOG and $ASTS also ranks in the top [--] https://t.co/JSqyGtH9VJ $AMZN is WallStreetBets #1 stock pick for [----] $PATH $NBIS $GOOG and $ASTS also ranks in the top [--] https://t.co/JSqyGtH9VJ"
X Link 2026-02-04T18:55Z 72.5K followers, 12.2K engagements
"$NVDA invested $2 Billion in $CRWV at $87.20 Today the stock price is back to $82 80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs 80% of $NVDA portfolio is in CoreWeave and they keep throwing more money at it. $2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs"
X Link 2026-02-04T19:02Z 72.5K followers, [----] engagements
"$NFLX free cash flow has experienced exponential growth since [----] Solid business and printing cash through ads"
X Link 2026-02-04T19:32Z 72.5K followers, [----] engagements
"Google $GOOG Cloud Rev $17.66B vs Est $16.2B wild"
X Link 2026-02-04T21:05Z 72.5K followers, [----] engagements
"$GOOG Sees [----] Capex $175B to $185B vs Est $119.5B"
X Link 2026-02-04T21:07Z 72.5K followers, 17.8K engagements
"$GOOG Capex is insane from $119B to $180B in [----] unstoppable $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B $GOOG Sees [----] Capex $175B to $185B vs Est $119.5B"
X Link 2026-02-04T21:11Z 72.4K followers, 21K engagements
"$GOOG CEO: More than [------] enterprises use Gemini including AI unicorns"
X Link 2026-02-04T21:44Z 72.5K followers, [----] engagements
"$GOOG CEO: On Average every day in Dec [----] over [--] million Yt channels used our new AI creation tools"
X Link 2026-02-04T21:50Z 72.5K followers, [----] engagements
"$GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening"
X Link 2026-02-04T22:07Z 72.4K followers, 61.5K engagements
"Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B"
X Link 2026-02-05T21:04Z 72.4K followers, [----] engagements
"Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B"
X Link 2026-02-05T21:05Z 72.6K followers, [----] engagements
"Andy Jassy: "Our chips business is now over $10B in annual revenue. growing at a triple digit percentage year over year""
X Link 2026-02-06T01:55Z 72.5K followers, 29.2K engagements
"Howard Marks: What was the most important event in the financial and investment world in the last [--] years Howard Marks: Most people would say Lehman Brothers [----] tech bubble.Black Monday. but i believe that it was the decline in interest rates declining interest rates are extremely beneficial for assets ownership. Oaktree Capital Management (Howard Marks) 13F as Sep [----] https://t.co/WPSyQWpsRV Oaktree Capital Management (Howard Marks) 13F as Sep [----] https://t.co/WPSyQWpsRV"
X Link 2026-02-06T14:30Z 72.7K followers, 101.4K engagements
"$NVDA CEO Jensen Huang: "Software is a tool.there's this notion that the tool in the software industry is in decline and will be replaced by AI. you could tell because stock prices are under a lot of pressure and somewhow AI is gonna replace them" "It is the most illogical thing in the world and time will prove itself" One of the most illogical wall Street sell-offs. Eventually they gonna realize that it makes no sense to replace a hammer for another hammer its better to improve them.a lot software companies will come back stronger Software % Below from all time high Moody's $MCO -16% S&P"
X Link 2026-02-07T12:00Z 72.6K followers, 53.3K engagements
"@RodrigoTicoulat $MELI is also a stock to buy and hold for the next decade"
X Link 2026-02-08T15:11Z 72.4K followers, [---] engagements
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