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# ![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::915576521129041920.png) @EugeneNg_VCap Eugene Ng

Eugene Ng posts on X about biz, $13b, $23b, $lulu the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::915576521129041920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915576521129041920/c:line/m:interactions.svg)

- X Week XXXXXX +5.10%
- X Month XXXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +81%

### Mentions: XX [#](/creator/twitter::915576521129041920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915576521129041920/c:line/m:posts_active.svg)

- X Week XX +3.50%
- X Month XX +26%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::915576521129041920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915576521129041920/c:line/m:followers.svg)

- X Week XXXXXX +0.13%
- X Month XXXXXX +0.76%
- X Months XXXXXX +6.10%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::915576521129041920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915576521129041920/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::915576521129041920/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[biz](/topic/biz) 2.38%, [$13b](/topic/$13b) 2.38%, [$23b](/topic/$23b) 2.38%, [$lulu](/topic/$lulu) 2.38%, [$526m](/topic/$526m) 1.19%, [$716m](/topic/$716m) 1.19%, [$385m](/topic/$385m) 1.19%, [$854m](/topic/$854m) 1.19%, [$358m](/topic/$358m) 1.19%, [$955m](/topic/$955m) XXXX%

**Top accounts mentioned or mentioned by**
[@rajeevaggarwall](/creator/undefined) [@theownersfund](/creator/undefined) [@consensusgurus](/creator/undefined) [@jomasilva88](/creator/undefined) [@bevoboise](/creator/undefined) [@lukacapital](/creator/undefined) [@nextwavecap](/creator/undefined) [@wessexcapital](/creator/undefined) [@tensorflow03](/creator/undefined) [@defiantclient2](/creator/undefined) [@ftr_investors](/creator/undefined) [@fti_bklee](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Now Coin (NOW)](/topic/$now) [ServiceNow Inc (NOW)](/topic/servicenow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuCypher (NU)](/topic/$nu) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Netflix Inc (NFLX)](/topic/$nflx) [MercadoLibre Inc (MELI)](/topic/$meli) [PACS Group, Inc. (PACS)](/topic/$pacs)
### Top Social Posts [#](/creator/twitter::915576521129041920/posts)
---
Top posts by engagements in the last XX hours

"ServiceNow $NOW 2Q25 Earnings - Rev $3.2b +22% 🟢 - GP $2.5b +20% 🟢 margin XX% -XXX bps 🔴 - NG EBIT $955m +33% 🟢 margin XX% +230 bps ✅ - EBIT $358m +49% 🟢 margin XX% +200 bps ✅ - NG Net Inc $854m +31% 🟢 margin XX% +178 bps ✅ - Net Inc $385m +47% 🟢 margin XX% +200 bps ✅ - OCF $716m +15% 🟢 margin XX% -XXX bps 🔴 - FCF $526m +47% 🟢 margin XX% +273 bps ✅ Segment - Subscription Rev $3.1b +22% 🟢 - Subscription GP $2.5b +20% 🟢 margin XX% -XXX bps 🔴 - Pro Svcs Rev $102m +20% 🟢 - Pro Svcs GP $3m +50% 🟢 margin X% +59 bps ✅ Biz Metrics - cRPO $10.9b +25% 🟢 - RPO $23.9b +29% 🟢 - Cust $20m"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1948189668526497840) 2025-07-24 01:13:07 UTC 24.5K followers, 2133 engagements


"@ConsensusGurus Well Palantir does have the fastest revenue growth and the highest gross profit and FCF margins of the entire lot. Context matters not just valuation alone"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1949038777701425650) 2025-07-26 09:27:10 UTC 24.5K followers, XXX engagements


"A powerful chart from Prosus Capital Markets Day 2019 showcasing how the average US customer retention rate typically evolves. Reflecting on Meituan high-frequency on-demand food delivery has been a cornerstone of its super-app value proposition. Food delivery drives higher user engagement and usage enabling it to cross-sell other services and increase customer lifetime value (LTV). That also explains why JD's Liu recently stated that entering the food delivery market for meal orders was aimed at leveraging its supply chain and targeting the fresh produce supply chain. Because XX% of JD's"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1936997664949932319) 2025-06-23 04:00:05 UTC 24.5K followers, 3723 engagements


"DAU/MAU ratio for Google search versus ChatGPT Claude Gemini Perplexity and Grok"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1947785951503372607) 2025-07-22 22:28:53 UTC 24.5K followers, 3323 engagements


"Nu Holdings $NU 1Q25 Earnings - Rev $3.3b +19% 🟢 - CLA $973m +38% 🟢 margin XX% +427 bps ✅ CLA / CP X% ➡🟢 - GP $1.3b +12% 🟢 margin XX% -XXX bps 🔴 - EBIT $795m +37% 🟢 margin XX% +334 bps ✅ - Adj Net Inc $607m +37% 🟢 margin XX% +249 bps ✅ - Net Inc $557m +47% 🟢 margin XX% +331 bps ✅ - Adj ROE XX% ROE XX% BR ROE XX% Biz Metrics - Customers 118.6m +19% 🟢 - Active Customers 98.7m +19% 🟢 - Activity Rate XX% ➡🟢 - Purchase Vol $30.4b +16% FXN 🟢 - MARPAC $XXXX +17% FXN 🟢 - MACSAC $XXX -XX% FXN 🟠 - Credit Portfolio $24.1b +40% FXN 🟢 - Deposits $31.6b +48% FXN 🟢 - Int Earning Portfolio"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1922657455328092357) 2025-05-14 14:17:13 UTC 24.5K followers, 2801 engagements


"There is something beautiful when the companies in your portfolio/fund partner with each other to do great things and create more value. Example of Nu and Wise here. Nubank eliminated the currency spread in the Ultravioleta Global Account for conversions from BRL to over XX currencies in partnership with the Wise Platform"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1948523731154034826) 2025-07-24 23:20:33 UTC 24.5K followers, 1634 engagements


"Netflix $NFLX 2Q25 Earnings - Rev $11.1b +16% 🟢 - GP $5.8b +31% 🟢 margin XX% +606 bps ✅ - EBIT $3.8b +45% 🟢 margin XX% +684 bps ✅ - Net Inc $3.1b +46% 🟢 margin XX% +575 bps ✅ - OCF $2.4b +88% 🟢 margin XX% +837 bps ✅ - FCF $2.3b +87% 🟢 margin XX% +778 bps ✅ Biz Metrics - UCAN $4.9b +14% 🟢 - EMEA $3.4b +7% 🟡 - LATAM $1.3b +5% 🟡 - APAC $1.3b +16% 🟢 3Q25 Mgmt Guide - Rev $11.5b +17% 🟢 - EBIT $3.6b +25% 🟢 margin XX% +184 bps ✅ - Net Inc $3b +26% 🟢 margin XX% +178 bps ✅ FY25 Mgmt Guide (unchanged) - FY25 Rev $45.2b +16% 🟢 (raised) - FY25 EBIT margin XXXX% 🟢 (raised) - FY25 FCF $8b"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1946224805826769164) 2025-07-18 15:05:27 UTC 24.5K followers, 1323 engagements


"MercadoLibre $MELI 1Q25 Earnings - Rev $5.9b +37% 🟢 - GP $2.8b +37% 🟢 margin XX% -X bps 🔴 - Adj EBITDA $935m +37% 🟢 margin XX% +1 bps ✅ - DC $1452m +41% 🟢 margin XX% +69 bps ✅ - EBIT $763m +45% 🟢 margin XX% +67 bps ✅ - Net Inc $494m +44% 🟢 margin X% +38 bps ✅ - OCF $1021m -XX% 🟠 margin XX% -1769 bps 🔴 - FCF $749m -XX% 🟠 margin XX% -1886 bps 🔴 Revenue By Segment - Net Svc Rev $5320m +35% 🟢 - Net Pdt Rev $615m +63% 🟢 - Ad Rev +50% FXN 🟢 - Comm Net Rev $3.3b +32% 🟢 - Comm Svc Rev $2.7b +27% 🟢 - Comm Pdt Rev $0.6b +64% 🟢 - Fintech Net Rev $2.6b +43% 🟢 - Fin Svcs Net Rev $1.5b"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1920404891052486776) 2025-05-08 09:06:20 UTC 24.5K followers, 4862 engagements


"Alibabas Tmall still continues to lose e-commerce GMV market share in China to Douyin Kuaishou and JD"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1937503195133280705) 2025-06-24 13:28:53 UTC 24.5K followers, 6117 engagements


"Having Deja Vu vibes of 2021. Something tells me that majority of these (with a few exceptions) could likely end up poorly in the next 3-5 years and more. No idea but time will tell"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1946482188280856621) 2025-07-19 08:08:12 UTC 24.5K followers, 14.3K engagements


"The significant majority of new electricity generating capacity is renewable hitting XXXX% in 2024. Source: IRENA"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1924524133120921754) 2025-05-19 17:54:43 UTC 24.5K followers, 1440 engagements


"Pro Medicus $PME 1H25 Earnings - Rev A$101m +32% 🟢 - GP A$101m +32% 🟢 margin XXX% +7 bps ✅ - EBIT A$73m +46% 🟢 margin XX% +692 bps ✅ - Net Inc A$52m +43% 🟢 margin XX% +381 bps ✅ - OCF A$49m +68% 🟢 margin XX% +1032 bps ✅ - FCF A$45m +76% 🟢 margin XX% +1100 bps ✅ By Geography - NA (RIS) A$86m +35% 🟢 - AU (RIS) A$8m +7% 🟡 - EU (PACS) A$2m +1% ➡🟡 By Product/Segment - Visage 7/PACS A$89m +34% 🟢 - RIS A$8m +7% 🟡 By Recurring Revenue - Exam/License Rev A$75m +32% 🟢 - Support/Baseline Rev A$12m +13% 🟡 - Professional Svcs Rev A$5m +37% 🟢 - Archive Data Migration Rev A$5m +70% 🟢 Biz"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1889949863728783639) 2025-02-13 08:08:55 UTC 24.5K followers, 4112 engagements


"Lululemon $LULU 1Q25 Earnings - Rev $2.3b +7% 🟡 - GP $1.4b +8% 🟡 margin XX% +62 bps ✅ - EBIT $439m +1% ➡🟡 margin XX% -XXX bps 🔴 - Net Inc $315m -X% 🟠 margin XX% -XXX bps 🔴 - OCF $315m -X% 🟠 margin XX% -XXX bps 🔴 - FCF $162m -XX% 🟠 margin X% -XXX bps 🔴 Revenue by Geography - UCAN Rev +3% 🟡 - US Rev +2% 🟡 - Canada Rev +4% 🟡 - UCAN Comp Sales +1% 🟡 - International Rev +19% 🟢 - China Rev +21% 🟢 - ROW Rev +16% 🟢 - International Comp Sales +7% 🟡 - China Comp Sales +7% 🟡 - ROW Comp Sales +6% 🟡 - Added X net new stores to XXX 📶 - Gross 3415 SQFT +14% 🟢 Americas - Rev $1675m +3%"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1931547977245716624) 2025-06-08 03:04:58 UTC 24.5K followers, 3357 engagements


"Looks like there could be a very big opportunity for Lululemon to get into sun protective clothing"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1948581653116584384) 2025-07-25 03:10:43 UTC 24.5K followers, 2120 engagements