[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @EugeneNg Eugene Ng Eugene Ng posts on X about china, xiaomi, ultra, products the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::915576521129041920/interactions)  - X Week XXXXXX +61% - X Month XXXXXXX +11% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::915576521129041920/posts_active)  - X Week XX -XX% - X Month XX +16% - X Months XXX +22% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::915576521129041920/followers)  - X Week XXXXXX +0.03% - X Month XXXXXX +1% - X Months XXXXXX +7% - X Year XXXXXX +18% ### CreatorRank: XXXXXXX [#](/creator/twitter::915576521129041920/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XX% [stocks](/list/stocks) XX% [countries](/list/countries) XXXX% [finance](/list/finance) #6533 [exchanges](/list/exchanges) XXXX% [travel destinations](/list/travel-destinations) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [china](/topic/china) #2023, [xiaomi](/topic/xiaomi) #542, [ultra](/topic/ultra) 5.71%, [products](/topic/products) 5.71%, [schroders](/topic/schroders) #2, [$221m](/topic/$221m) 5.71%, [$111m](/topic/$111m) 5.71%, [$23b](/topic/$23b) 5.71%, [nasdaq](/topic/nasdaq) 2.86%, [$pme](/topic/$pme) XXXX% **Top accounts mentioned or mentioned by** [@teechongyen](/creator/undefined) [@borrowedideas](/creator/undefined) [@ryandetrick](/creator/undefined) [@gavinsbaker](/creator/undefined) [@patrickoshag](/creator/undefined) [@markmap4](/creator/undefined) [@irnestkaplan](/creator/undefined) [@riceforthought](/creator/undefined) **Top assets mentioned** [Crocs, Inc. (CROX)](/topic/$crox) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Zscaler Inc (ZS)](/topic/$zs) [Paycom Software Inc (PAYC)](/topic/$payc) [Wise (WISE)](/topic/$wise) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Applovin Corporation (APP)](/topic/applovin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) ### Top Social Posts Top posts by engagements in the last XX hours "Xiaomi s SU7 Ultra and YU7 and XX Pro Max. Highly impressed with the quality of their products" [X Link](https://x.com/EugeneNg/status/1994366576477499392) 2025-11-28T11:23Z 26K followers, 25.8K engagements "Interesting chart from Schroders showing that there are more NASDAQ tech companies with no revenues and are loss-making than ever" [X Link](https://x.com/EugeneNg/status/1997910685364449679) 2025-12-08T06:06Z 26K followers, 3795 engagements "Pro Medicus $PME FY25 Earnings - Cust Rev $213m +32% 🟢 - Rev $221m +33% 🟢 - GP $220m +33% 🟢 margin XXX% +4 bps ✅ - EBT $163m +40% 🟢 margin XX% +401 bps ✅ - Underlying Profit $158m +40% 🟢 margin XX% +402 bps ✅ - Net Inc $115m +39% 🟢 margin XX% +247 bps ✅ - OCF $111m +36% 🟢 margin XX% +120 bps ✅ - FCF $104m +38% 🟢 margin XX% +187 bps ✅ Revenue by Geography & Segment - North America $191m +36% 🟢 - Australia $176m +34% 🟢 - Europe $17m +16% 🟢 - PACS $197m +35% 🟢 - PACS (NA) $191m +36% 🟢 - RIS $16m +3% 🟡 Revenue by Type - Exam/license $158m +30% 🟢 - Support/baseline $26m +17% 🟢 -" [X Link](https://x.com/EugeneNg/status/1955855779300565345) 2025-08-14T04:55Z 26K followers, 14.6K engagements "Briefly took a look at Crocs $CROX recently. These two TTM revenue charts of Crocs and HEYDUDE brand revenues says it best. Management is guiding for 4Q25 Crocs and HEYDUDE revenues to be down -X% and -XX% respectively" [X Link](https://x.com/EugeneNg/status/1988405074926895105) 2025-11-12T00:34Z 26K followers, 9329 engagements "NU Holdings $NU 3Q25 Earnings - Rev $4173m +42% 🟢 - NII $2.3b +34% 🟢 - Fee & Commission Rev $595m +27% 🟢 - GP $1.8b +35% 🟢 margin XX% -XXX bps 🔴 +130bps QoQ 🟢 - Adj Net Inc $829m +40% 🟢 margin XX% -XX bps 🔴 - Net Inc $783m +41% 🟢 margin XX% -X bps 🔴 +200bps QoQ 🟢 - Adj ROE XX% +0bps ➡🟢 +200bps QoQ 🟢 Biz Metrics (Users) - Customers 127m +16% 🟢 - Active Customers 105.9m +15% 🟢 - Activity Rate XXXX -20bps 🟡 - Purchase Volume $36.5b +20% 🟢 - ARPAC $XXXX +22% 🟢 - ACPAC $XXX +13% 🟡 Biz Metrics (Credit) - Credit Portfolio $30.4b +45% 🟢 - Credit Portfolio (Credit Cards) $20b +32%" [X Link](https://x.com/EugeneNg/status/1989325446857859403) 2025-11-14T13:32Z 26K followers, 1897 engagements "NVIDIA Blackwell B200 (TRT) achieves the highest performance and best overall efficiency in the SemiAnalysis InferenceMAX benchmarks (Nov25) Token Throughput per GPU vs. End-to-end Latency Token Throughput per GPU vs. Interactivity Cost per Million Tokens (Owning - Hyperscaler) vs. End-to-end Latency Cost per Million Tokens (3 Year Rental) vs. End-to-end Latency" [X Link](https://x.com/EugeneNg/status/1991313696883372199) 2025-11-20T01:12Z 26K followers, 2011 engagements "My two favourite quotes from Chris Hohn's latest interview: X Good companies are better than bad companies become more quality-focused and less activism now Over the years i realized there's good companies and bad companies and I became more discerning at what was good and what was bad and so and and realized good is better so with quality we're getting more much more quality focus on quality compounding less of an activist and because you know good companies generally tend to be well run as well so it's we do less activism and more let the quality of the companies do the work right well. 2" [X Link](https://x.com/EugeneNg/status/1991509459433320785) 2025-11-20T14:10Z 26K followers, 3027 engagements "Zscaler $ZS 1Q26 Earnings - Rev $788m +26% 🟢 - GP $603m +24% 🟢 margin XX% -XX bps 🔴 - NG EBIT $172m +28% 🟢 margin XX% +44 bps ✅ - EBIT $-36m -- 🟢 margin -X% +27 bps ✅ - NG Net Inc $159m +28% 🟢 margin XX% +45 bps ✅ - Net Inc $-12m -- 🟢 margin -X% +45 bps ✅ - OCF $448m +35% 🟢 margin XX% +412 bps ✅ - FCF $413m +42% 🟢 margin XX% +596 bps ✅ Biz Metrics - RPO $5.9b +35% 🟢 - ARR $3.2b +26% 🟢 - Deferred Rev $2.4b +32% 🟢 - $100K+ ARR Customers 3754 +19% 🟢 - $1M+ ARR Customers XXX +20% 🟢 2Q26 Mgmt Guide - Rev $799m +23% 🟢 - NG EBIT $174m - NG Net Inc $153m FY26 Mgmt Guide - ARR $3.72b -" [X Link](https://x.com/EugeneNg/status/1993619360741736931) 2025-11-26T09:54Z 26K followers, 3184 engagements "Meituan $3690HK 3Q25 Earnings - Rev $95.5b +2% ➡🟠 - GP $25.2b -XX% 🔴 margin XX% -1291 bps 🔴 - Adj EBITDA -$16b 🔴 margin -XX% -XXX bps 🔴 - EBIT -$19.8b 🔴margin -XX% -3532 bps 🔴 - Net Inc -$18.6b 🔴margin -XX% -3326 bps 🔴 - OCF -$22.1b 🔴margin -XX% -3949 bps 🔴 Revenue by Segment - CLC (Delivery Svcs) $23b -XX% 🔴 - CLC (Commission) $26.4b +1% ➡🟠 - CLC (Online Mktg Svcs) $14.2b +6% 🟡 - NI (Commission) $1.6b +101% 🟢 - NI (Online Mktg Svcs) $0.1b +15% 🟢 - NI (Other Svcs & Sales) $26.3b +13% 🟡 Core Local Commerce - Rev $67.4b -X% 🔴 - EBIT -$14.1b 🔴 margin -XX% -4188 bps 🔴 New" [X Link](https://x.com/EugeneNg/status/1995149153886671079) 2025-11-30T15:13Z 26K followers, 2959 engagements "Electricity generation share of renewable energy (solar and wind) across provinces in China. Shanghai and Beijing have significantly lower shares of renewables while Tibet Sichuan Yunnan and Qinghai have much higher shares" [X Link](https://x.com/EugeneNg/status/1995993817779163432) 2025-12-02T23:09Z 26K followers, 1339 engagements "Airlines having low ROIC and high volatility of returns. And thats why we dont like airline businesses. Freight forwarders on the other hand look interesting high returns and low volatility of returns. Any good ones" [X Link](https://x.com/EugeneNg/status/1733663990491029988) 2023-12-10T01:44Z 26K followers, 40.3K engagements "Paycom Software $PAYC 3Q25 Earnings - Rev $493m +9% 🟡 - GP $408m +12% 🟡 margin XX% +225 bps ✅ - Adj EBITDA $194m +13% 🟡 margin XX% +148 bps ✅ - EBIT $113m +7% 🟡 margin XX% -XX bps 🔴 - NG Net Inc $110m +17% 🟢 margin XX% +155 bps ✅ - Net Inc $111m +51% 🟢 margin XX% +622 bps ✅ - OCF $178m +92% 🟢 margin XX% +1551 bps ✅ - FCF $80m +79% 🟢 margin XX% +631 bps ✅ Biz Metrics - Recurring Rev $467m +11% 🟡 - Interest Rev $27m -XX% 🔴 FY25 Mgmt Guide - Rev $2.055bn +9% 🟡(same) - Recurring Rev +10% 🟡 (same) - Adj EBITDA $882m XX% margins (same) X Q3 saw recurring revenue +11% and profit margin" [X Link](https://x.com/EugeneNg/status/1986396022848037304) 2025-11-06T11:31Z 26K followers, 2192 engagements "Wise $WISE 1H26 Earnings - Income 882m +9% 🟡 - Rev 658m +11% 🟡 - UL Interest Income (first 1%) 92m +30% 🟢 - Underlying Income 750m +13% 🟡 - GP 704m +8% 🟡 margin XXX% -XXX bps 🔴 - UL GP 571m +13% 🟡 margin XX% -X bps 🔴 - EBIT 265m -XX% 🔴 margin XX% -1067 bps 🔴 - UL EBIT$133m -XX% 🔴 margin XX% -XXX bps 🔴 - Net Inc 187m -XX% 🔴 margin XX% -XXX bps 🔴 - FCF 250m -X% 🔴 margin XX% -XXX bps 🔴 Revenue by Nature - Cross-border Rev 441m +5% 🟡 - Card Rev 132m +28% 🟢 - Other Rev 85m +22% 🟢 Revenue by Geography - Europe (ex-UK) 203m +13% 🟡 - APAC 154m +21% 🟢 - NA 121m +1% ➡🟠 - UK 116m" [X Link](https://x.com/EugeneNg/status/1986749642277794049) 2025-11-07T10:56Z 26K followers, 1943 engagements "The Trade Desk $TTD 3Q25 Earnings - Rev $739m +18% 🟢 (ex US political spend +22% 🟢) - Adj EBITDA $317m +24% 🟢 margin XX% +201 bps ✅ - EBIT $161m +49% 🟢 margin XX% +453 bps ✅ - NG Net Inc $221m +7% 🟡 margin XX% -XXX bps 🔴 - Net Inc $116m +23% 🟢 margin XX% +63 bps ✅ - OCF $225m -XX% 🔴 margin XX% -1314 bps 🔴 - FCF $155m -XX% 🔴 margin XX% -1444 bps 🔴 Biz Metrics - Customer retention XX% (11 consecutive years) - CTV (50%) - Mobile (32.5%) - Display (12.5%) - Audio (5%) - NA XX% spend - International XX% 4Q25 Mgmt Guide - Rev $840m +13% 🟡 (ex US political spend +18.5% 🟢) - Adj EBITDA" [X Link](https://x.com/EugeneNg/status/1986768109508988938) 2025-11-07T12:10Z 26K followers, 5320 engagements "Lovely table on digital advertising market share from MBI @borrowed_ideas. - Google losing digital ads market share (from XX% to 37%) - Meta holding market share XX% - The Trade Desk and Applovin are both gaining share of a small base XXX% and 0.9%" [X Link](https://x.com/EugeneNg/status/1987292040640750025) 2025-11-08T22:51Z 26K followers, 40.5K engagements "CrowdStrike $CRWD 3Q26 Earnings - Rev $1.2b +22% 🟢 - GP $926m +23% 🟢 margin XX% +31 bps ✅ - NG EBIT $265m +32% 🟢 margin XX% +157 bps ✅ - EBIT -$69m 🔴margin -X% -XX bps 🔴 - NG Net Inc $245m +29% 🟢 margin XX% +98 bps ✅ - Net Inc -$34m 🔴margin -X% -XXX bps 🔴 - OCF $398m +22% 🟢 margin XX% -X bps 🔴 - FCF $296m +28% 🟢 margin XX% +115 bps ✅ Biz Metrics - ARR $4.9b +23% - RPO $7.9b +46% 🟢 - X X 8+ modules XX% XX% XX% 📶✅ Revenue by Geography - US $827m +21% 🟢 - EMEA $198m +24% 🟢 - APAC $128m +24% 🟢 - Other $82m +29% 🟢 Mgmt Guide - 4Q26 Rev $1.3b +23% 🟢 - 4Q26 NG EBIT $262m - 4Q26 NG" [X Link](https://x.com/EugeneNg/status/1996154347026026988) 2025-12-03T09:47Z 26K followers, 2096 engagements ""Among all the cars I've tested here's my take: There's no bleeding-edge tech in this car that's impossible to replicate. The software is excellent the modularity impressive and some features are genuinely innovative. But if you took this car apart you wouldn't find revolutionary battery technology or anything others can't copy. This is a car made of normal car parts. What's impressive is how they're all put together. It's rare to find a car with great software great features great build quality great versatility great range and a great driveall in one package. That's elite. If this car were" [X Link](https://x.com/EugeneNg/status/1997461876104679831) 2025-12-07T00:23Z 26K followers, 2005 engagements "A chart from Schroders that says it best on the YTD speculative excess in the US stock markets" [X Link](https://x.com/EugeneNg/status/1997908323061084485) 2025-12-08T05:57Z 26K followers, 10.4K engagements "Xiaomi is indeed the Porsche killer in China. These four charts say it best" [X Link](https://x.com/EugeneNg/status/1997947729537065335) 2025-12-08T08:33Z 26K followers, 15.6K engagements "Fantastic chart from @RyanDetrick. The top XX stocks account for XX% of the US stock market. For context many more countries are far higher China XX% Australia XX% Taiwan XX% and even Singapore is 88%. A singular observation is good but context across geographies is far more crucial" [X Link](https://x.com/EugeneNg/status/1998245643664646386) 2025-12-09T04:17Z 26K followers, 14.4K engagements "Sharing my notes on Gavin Bakers @GavinSBaker recent interview on the Invest Like the Best (E451) with @patrick_oshag: Blackwell was complicated and delayed only started deployment and scaling in the last 3-4 months and will take 6-9 months to ramp. First models trained on Blackwell in early 2026. Expect the first to come from xAI as they have built data centers the fastest. Reasoning saved AI prevented the 18-month air gap and kept AI progress through to mid-2024. Googles Gemini was trained on TPU v6 in 2024 and on TPU v7 in 2025. Google has a temporary advantage in pre-training right now" [X Link](https://x.com/EugeneNg/status/1998708324645351462) 2025-12-10T10:56Z 26K followers, 15.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@EugeneNg Eugene Ng
Eugene Ng posts on X about china, xiaomi, ultra, products the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +61%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX +16%
- X Months XXX +22%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.03%
- X Month XXXXXX +1%
- X Months XXXXXX +7%
- X Year XXXXXX +18%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands XX% stocks XX% countries XXXX% finance #6533 exchanges XXXX% travel destinations XXXX% cryptocurrencies XXXX% luxury brands XXXX% automotive brands XXXX%
Social topic influence china #2023, xiaomi #542, ultra 5.71%, products 5.71%, schroders #2, $221m 5.71%, $111m 5.71%, $23b 5.71%, nasdaq 2.86%, $pme XXXX%
Top accounts mentioned or mentioned by @teechongyen @borrowedideas @ryandetrick @gavinsbaker @patrickoshag @markmap4 @irnestkaplan @riceforthought
Top assets mentioned Crocs, Inc. (CROX) Nu Holdings Ltd. (NU) NuCypher (NU) Zscaler Inc (ZS) Paycom Software Inc (PAYC) Wise (WISE) Trade Desk, Inc. (TTD) Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD)
Top Social Posts
Top posts by engagements in the last XX hours
"Xiaomi s SU7 Ultra and YU7 and XX Pro Max. Highly impressed with the quality of their products"
X Link 2025-11-28T11:23Z 26K followers, 25.8K engagements
"Interesting chart from Schroders showing that there are more NASDAQ tech companies with no revenues and are loss-making than ever"
X Link 2025-12-08T06:06Z 26K followers, 3795 engagements
"Pro Medicus $PME FY25 Earnings - Cust Rev $213m +32% 🟢 - Rev $221m +33% 🟢 - GP $220m +33% 🟢 margin XXX% +4 bps ✅ - EBT $163m +40% 🟢 margin XX% +401 bps ✅ - Underlying Profit $158m +40% 🟢 margin XX% +402 bps ✅ - Net Inc $115m +39% 🟢 margin XX% +247 bps ✅ - OCF $111m +36% 🟢 margin XX% +120 bps ✅ - FCF $104m +38% 🟢 margin XX% +187 bps ✅ Revenue by Geography & Segment - North America $191m +36% 🟢 - Australia $176m +34% 🟢 - Europe $17m +16% 🟢 - PACS $197m +35% 🟢 - PACS (NA) $191m +36% 🟢 - RIS $16m +3% 🟡 Revenue by Type - Exam/license $158m +30% 🟢 - Support/baseline $26m +17% 🟢 -"
X Link 2025-08-14T04:55Z 26K followers, 14.6K engagements
"Briefly took a look at Crocs $CROX recently. These two TTM revenue charts of Crocs and HEYDUDE brand revenues says it best. Management is guiding for 4Q25 Crocs and HEYDUDE revenues to be down -X% and -XX% respectively"
X Link 2025-11-12T00:34Z 26K followers, 9329 engagements
"NU Holdings $NU 3Q25 Earnings - Rev $4173m +42% 🟢 - NII $2.3b +34% 🟢 - Fee & Commission Rev $595m +27% 🟢 - GP $1.8b +35% 🟢 margin XX% -XXX bps 🔴 +130bps QoQ 🟢 - Adj Net Inc $829m +40% 🟢 margin XX% -XX bps 🔴 - Net Inc $783m +41% 🟢 margin XX% -X bps 🔴 +200bps QoQ 🟢 - Adj ROE XX% +0bps ➡🟢 +200bps QoQ 🟢 Biz Metrics (Users) - Customers 127m +16% 🟢 - Active Customers 105.9m +15% 🟢 - Activity Rate XXXX -20bps 🟡 - Purchase Volume $36.5b +20% 🟢 - ARPAC $XXXX +22% 🟢 - ACPAC $XXX +13% 🟡 Biz Metrics (Credit) - Credit Portfolio $30.4b +45% 🟢 - Credit Portfolio (Credit Cards) $20b +32%"
X Link 2025-11-14T13:32Z 26K followers, 1897 engagements
"NVIDIA Blackwell B200 (TRT) achieves the highest performance and best overall efficiency in the SemiAnalysis InferenceMAX benchmarks (Nov25) Token Throughput per GPU vs. End-to-end Latency Token Throughput per GPU vs. Interactivity Cost per Million Tokens (Owning - Hyperscaler) vs. End-to-end Latency Cost per Million Tokens (3 Year Rental) vs. End-to-end Latency"
X Link 2025-11-20T01:12Z 26K followers, 2011 engagements
"My two favourite quotes from Chris Hohn's latest interview: X Good companies are better than bad companies become more quality-focused and less activism now Over the years i realized there's good companies and bad companies and I became more discerning at what was good and what was bad and so and and realized good is better so with quality we're getting more much more quality focus on quality compounding less of an activist and because you know good companies generally tend to be well run as well so it's we do less activism and more let the quality of the companies do the work right well. 2"
X Link 2025-11-20T14:10Z 26K followers, 3027 engagements
"Zscaler $ZS 1Q26 Earnings - Rev $788m +26% 🟢 - GP $603m +24% 🟢 margin XX% -XX bps 🔴 - NG EBIT $172m +28% 🟢 margin XX% +44 bps ✅ - EBIT $-36m -- 🟢 margin -X% +27 bps ✅ - NG Net Inc $159m +28% 🟢 margin XX% +45 bps ✅ - Net Inc $-12m -- 🟢 margin -X% +45 bps ✅ - OCF $448m +35% 🟢 margin XX% +412 bps ✅ - FCF $413m +42% 🟢 margin XX% +596 bps ✅ Biz Metrics - RPO $5.9b +35% 🟢 - ARR $3.2b +26% 🟢 - Deferred Rev $2.4b +32% 🟢 - $100K+ ARR Customers 3754 +19% 🟢 - $1M+ ARR Customers XXX +20% 🟢 2Q26 Mgmt Guide - Rev $799m +23% 🟢 - NG EBIT $174m - NG Net Inc $153m FY26 Mgmt Guide - ARR $3.72b -"
X Link 2025-11-26T09:54Z 26K followers, 3184 engagements
"Meituan $3690HK 3Q25 Earnings - Rev $95.5b +2% ➡🟠 - GP $25.2b -XX% 🔴 margin XX% -1291 bps 🔴 - Adj EBITDA -$16b 🔴 margin -XX% -XXX bps 🔴 - EBIT -$19.8b 🔴margin -XX% -3532 bps 🔴 - Net Inc -$18.6b 🔴margin -XX% -3326 bps 🔴 - OCF -$22.1b 🔴margin -XX% -3949 bps 🔴 Revenue by Segment - CLC (Delivery Svcs) $23b -XX% 🔴 - CLC (Commission) $26.4b +1% ➡🟠 - CLC (Online Mktg Svcs) $14.2b +6% 🟡 - NI (Commission) $1.6b +101% 🟢 - NI (Online Mktg Svcs) $0.1b +15% 🟢 - NI (Other Svcs & Sales) $26.3b +13% 🟡 Core Local Commerce - Rev $67.4b -X% 🔴 - EBIT -$14.1b 🔴 margin -XX% -4188 bps 🔴 New"
X Link 2025-11-30T15:13Z 26K followers, 2959 engagements
"Electricity generation share of renewable energy (solar and wind) across provinces in China. Shanghai and Beijing have significantly lower shares of renewables while Tibet Sichuan Yunnan and Qinghai have much higher shares"
X Link 2025-12-02T23:09Z 26K followers, 1339 engagements
"Airlines having low ROIC and high volatility of returns. And thats why we dont like airline businesses. Freight forwarders on the other hand look interesting high returns and low volatility of returns. Any good ones"
X Link 2023-12-10T01:44Z 26K followers, 40.3K engagements
"Paycom Software $PAYC 3Q25 Earnings - Rev $493m +9% 🟡 - GP $408m +12% 🟡 margin XX% +225 bps ✅ - Adj EBITDA $194m +13% 🟡 margin XX% +148 bps ✅ - EBIT $113m +7% 🟡 margin XX% -XX bps 🔴 - NG Net Inc $110m +17% 🟢 margin XX% +155 bps ✅ - Net Inc $111m +51% 🟢 margin XX% +622 bps ✅ - OCF $178m +92% 🟢 margin XX% +1551 bps ✅ - FCF $80m +79% 🟢 margin XX% +631 bps ✅ Biz Metrics - Recurring Rev $467m +11% 🟡 - Interest Rev $27m -XX% 🔴 FY25 Mgmt Guide - Rev $2.055bn +9% 🟡(same) - Recurring Rev +10% 🟡 (same) - Adj EBITDA $882m XX% margins (same) X Q3 saw recurring revenue +11% and profit margin"
X Link 2025-11-06T11:31Z 26K followers, 2192 engagements
"Wise $WISE 1H26 Earnings - Income 882m +9% 🟡 - Rev 658m +11% 🟡 - UL Interest Income (first 1%) 92m +30% 🟢 - Underlying Income 750m +13% 🟡 - GP 704m +8% 🟡 margin XXX% -XXX bps 🔴 - UL GP 571m +13% 🟡 margin XX% -X bps 🔴 - EBIT 265m -XX% 🔴 margin XX% -1067 bps 🔴 - UL EBIT$133m -XX% 🔴 margin XX% -XXX bps 🔴 - Net Inc 187m -XX% 🔴 margin XX% -XXX bps 🔴 - FCF 250m -X% 🔴 margin XX% -XXX bps 🔴 Revenue by Nature - Cross-border Rev 441m +5% 🟡 - Card Rev 132m +28% 🟢 - Other Rev 85m +22% 🟢 Revenue by Geography - Europe (ex-UK) 203m +13% 🟡 - APAC 154m +21% 🟢 - NA 121m +1% ➡🟠 - UK 116m"
X Link 2025-11-07T10:56Z 26K followers, 1943 engagements
"The Trade Desk $TTD 3Q25 Earnings - Rev $739m +18% 🟢 (ex US political spend +22% 🟢) - Adj EBITDA $317m +24% 🟢 margin XX% +201 bps ✅ - EBIT $161m +49% 🟢 margin XX% +453 bps ✅ - NG Net Inc $221m +7% 🟡 margin XX% -XXX bps 🔴 - Net Inc $116m +23% 🟢 margin XX% +63 bps ✅ - OCF $225m -XX% 🔴 margin XX% -1314 bps 🔴 - FCF $155m -XX% 🔴 margin XX% -1444 bps 🔴 Biz Metrics - Customer retention XX% (11 consecutive years) - CTV (50%) - Mobile (32.5%) - Display (12.5%) - Audio (5%) - NA XX% spend - International XX% 4Q25 Mgmt Guide - Rev $840m +13% 🟡 (ex US political spend +18.5% 🟢) - Adj EBITDA"
X Link 2025-11-07T12:10Z 26K followers, 5320 engagements
"Lovely table on digital advertising market share from MBI @borrowed_ideas. - Google losing digital ads market share (from XX% to 37%) - Meta holding market share XX% - The Trade Desk and Applovin are both gaining share of a small base XXX% and 0.9%"
X Link 2025-11-08T22:51Z 26K followers, 40.5K engagements
"CrowdStrike $CRWD 3Q26 Earnings - Rev $1.2b +22% 🟢 - GP $926m +23% 🟢 margin XX% +31 bps ✅ - NG EBIT $265m +32% 🟢 margin XX% +157 bps ✅ - EBIT -$69m 🔴margin -X% -XX bps 🔴 - NG Net Inc $245m +29% 🟢 margin XX% +98 bps ✅ - Net Inc -$34m 🔴margin -X% -XXX bps 🔴 - OCF $398m +22% 🟢 margin XX% -X bps 🔴 - FCF $296m +28% 🟢 margin XX% +115 bps ✅ Biz Metrics - ARR $4.9b +23% - RPO $7.9b +46% 🟢 - X X 8+ modules XX% XX% XX% 📶✅ Revenue by Geography - US $827m +21% 🟢 - EMEA $198m +24% 🟢 - APAC $128m +24% 🟢 - Other $82m +29% 🟢 Mgmt Guide - 4Q26 Rev $1.3b +23% 🟢 - 4Q26 NG EBIT $262m - 4Q26 NG"
X Link 2025-12-03T09:47Z 26K followers, 2096 engagements
""Among all the cars I've tested here's my take: There's no bleeding-edge tech in this car that's impossible to replicate. The software is excellent the modularity impressive and some features are genuinely innovative. But if you took this car apart you wouldn't find revolutionary battery technology or anything others can't copy. This is a car made of normal car parts. What's impressive is how they're all put together. It's rare to find a car with great software great features great build quality great versatility great range and a great driveall in one package. That's elite. If this car were"
X Link 2025-12-07T00:23Z 26K followers, 2005 engagements
"A chart from Schroders that says it best on the YTD speculative excess in the US stock markets"
X Link 2025-12-08T05:57Z 26K followers, 10.4K engagements
"Xiaomi is indeed the Porsche killer in China. These four charts say it best"
X Link 2025-12-08T08:33Z 26K followers, 15.6K engagements
"Fantastic chart from @RyanDetrick. The top XX stocks account for XX% of the US stock market. For context many more countries are far higher China XX% Australia XX% Taiwan XX% and even Singapore is 88%. A singular observation is good but context across geographies is far more crucial"
X Link 2025-12-09T04:17Z 26K followers, 14.4K engagements
"Sharing my notes on Gavin Bakers @GavinSBaker recent interview on the Invest Like the Best (E451) with @patrick_oshag: Blackwell was complicated and delayed only started deployment and scaling in the last 3-4 months and will take 6-9 months to ramp. First models trained on Blackwell in early 2026. Expect the first to come from xAI as they have built data centers the fastest. Reasoning saved AI prevented the 18-month air gap and kept AI progress through to mid-2024. Googles Gemini was trained on TPU v6 in 2024 and on TPU v7 in 2025. Google has a temporary advantage in pre-training right now"
X Link 2025-12-10T10:56Z 26K followers, 15.5K engagements