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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 $165m, $13b, $1998b, $4971b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +25%
- X Month XXXXXXX +1.30%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +80%

### 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 +13%
- X Month XX +39%
- 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 +0.14%
- X Month XXXXXX +0.71%
- X Months XXXXXX +6%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXX [#](/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)  X% [finance](/list/finance)  X% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$165m](/topic/$165m) 2.67%, [$13b](/topic/$13b) 2.67%, [$1998b](/topic/$1998b) 1.33%, [$4971b](/topic/$4971b) 1.33%, [$3975b](/topic/$3975b) 1.33%, [$4634b](/topic/$4634b) 1.33%, [$5474b](/topic/$5474b) 1.33%, [$9338b](/topic/$9338b) 1.33%, [$tsm](/topic/$tsm) 1.33%, [$259m](/topic/$259m) XXXX%

**Top accounts mentioned or mentioned by**
[@rajeevaggarwall](/creator/undefined) [@theownersfund](/creator/undefined) [@ftr_investors](/creator/undefined) [@stockbookworm](/creator/undefined) [@ftrinvestors](/creator/undefined) [@brianferoldi](/creator/undefined) [@wolffinancial](/creator/undefined) [@brianstoffel](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@tickersymbolyou](/creator/undefined) [@nicoinberg](/creator/undefined) [@qcompounding](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@growthrapidly](/creator/undefined) [@jrogrow](/creator/undefined) [@ivanaspear](/creator/undefined) [@7innovator](/creator/undefined) [@wessexcapital](/creator/undefined) [@jomasilva88](/creator/undefined) [@tensorflow03](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Workday Inc (WDAY)](/topic/$wday) [Netflix Inc (NFLX)](/topic/$nflx) [MercadoLibre Inc (MELI)](/topic/$meli)
### Top Social Posts [#](/creator/twitter::915576521129041920/posts)
---
Top posts by engagements in the last XX hours

"TSMC $TSM 2Q25 Earnings - Rev NT$933.8b +39% 🟢 - GP NT$547.4b +53% 🟢 margin XX% +544 bps ✅ - EBIT NT$463.4b +62% 🟢 margin XX% +708 bps ✅ - Net Inc NT$397.5b +60% 🟢 margin XX% +580 bps ✅ - OCF NT$497.1b +32% 🟢 margin XX% -XXX bps 🔴 - FCF NT$199.8b +16% 🟢 margin XX% -XXX bps 🔴 Biz Metrics - Wafer Revenue by Technology: 3nm XX% 4nm XX% 7nm XX% - =7nm XX% - Revenue by Segment: HPC XX% Smartphone XX% IoT X% Auto X% total - Revenue by Geography: NA XX% China X% APAC X% JP X% EMEA X% 3Q25 Mgmt Guide - Rev US$33bn +38% (midpoint) - GPM XXXX% - EBIT margin XXXX% LT Mgmt Guide - FY25 Rev +30%+"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1946026851610263968) 2025-07-18 01:58:51 UTC 24.5K followers, 1520 engagements


"The Trade Desk $TTD 1Q25 Earnings - Rev $616m +25% 🟢 - Adj EBITDA $208m +29% 🟢 margin XX% +82 bps ✅ - EBIT $54m +90% 🟢 margin X% +301 bps ✅ - NG Net Inc $165m +26% 🟢 margin XX% +14 bps ✅ - Net Inc $51m +60% 🟢 margin X% +178 bps ✅ - OCF $291m +57% 🟢 margin XX% +955 bps ✅ - FCF $230m +30% 🟢 margin XX% +140 bps ✅ 2Q25 Mgmt Guide - Rev $682m +17% 🟢 - Adj EBITDA $259m Biz Metrics (% share) - Customer retention XX% (past 11Y) ✅ - CTV (47.5%) - Mobile (35%) - Display (12.5%) - Audio (5%) - NA XX% spend - International XX% (growing faster) X Strong quarter uptake in Kokai adoption and"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1920754397996609762) 2025-05-09 08:15:09 UTC 24.5K followers, 4357 engagements


"Paypal $PYPL 3Q22 Earnings Update 💪🏻 - Rev $6.8b +11% (ex-eBay 13%) - NG EBIT $1.5b +4% margin XX% -XXX bps - NG Net Income $1.3b -X% margin XX% -XXX bps - OCF $1.9b +29% margin XX% +398 bps ✅ - FCF $1.8b +37% margin XX% +499 bps ✅"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1589554856016379904) 2022-11-07 09:46:24 UTC 24.5K followers, XX 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, 3720 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, 3137 engagements


"Workday $WDAY 3Q25 Earnings - Rev $2.2b +16% 🟡 - GP $1.6b +15% 🟡 margin XX% -XX bps 🔴 - NG EBIT $569m +23% 🟢 margin XX% +158 bps ✅ - EBIT $165m +88% 🟢 margin X% +292 bps ✅ - NG Net Inc $508m +22% 🟢 margin XX% +123 bps ✅ - Net Inc $193m +69% 🟢 margin X% +283 bps ✅ - OCF $406m -XX% 🟠 margin XX% -XXX bps 🔴 - FCF $359m -X% 🟠 margin XX% -XXX bps 🔴 Subscription Services - Rev $2.0b +16% 🟡 - GP $1.6b +14% 🟡 margin XX% -XXX bps 🔴 Biz Metrics - 12m Sub Rev Backlog $7.0b +15% 🟡 - Total Sub Rev Backlog $22.2b +20% 🟢 XX% Gross Revenue Retention ✅ 3Q25 Wins - added Decathlon Lenovo 4Q25"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1861649095192113663) 2024-11-27 05:51:46 UTC 24.5K followers, 2592 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, 1279 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, 4854 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, 6110 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, 14.2K engagements


"Often I get asked what type of investing I do. To me value investing and growth investing are not separate they are the same. Over the long term business returns (growth of revenues earnings and free cash flows) tend to drive the majority of returns rather than valuations (i.e. the price you pay) with the earnings / free cash flow yield or changes in it. To the more conventional finance folks I reluctantly describe our pursuit of a growth-oriented long-term long-only investment strategy because this is what traditional finance style boxes us in. In short we are a growth investor. But I know"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1946723874835693580) 2025-07-20 00:08:34 UTC 24.5K followers, 2303 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, 1439 engagements


"Vision Capital Fund performance as of XX Jun 2025. For more information please visit: Read our Q2 2025 letter:"  
![@EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::915576521129041920.png) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) on [X](/post/tweet/1940548950203027966) 2025-07-02 23:11:38 UTC 24.5K followers, 2890 engagements