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# ![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1654481430636838914.png) @InvestingVisual Investing visuals

Investors are focusing on companies with strong potential in AI, cloud computing, and e-commerce. Key players like NVIDIA, Microsoft, and Amazon are being analyzed for their dominance in these areas, with some experts highlighting their impressive revenue growth and financial performance. The "magnificent 7" tech companies are also being scrutinized for their profitability and potential for long-term growth.

### Engagements: XXXXXXX [#](/creator/twitter::1654481430636838914/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1654481430636838914/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +149%
- X Year XXXXXXXXXX +2,588%

### Mentions: XX [#](/creator/twitter::1654481430636838914/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1654481430636838914/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +64%
- X Months XXX +48%
- X Year XXXXX +616%

### Followers: XXXXXX [#](/creator/twitter::1654481430636838914/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1654481430636838914/c:line/m:followers.svg)

- X Week XXXXXX +1.20%
- X Month XXXXXX +7.30%
- X Months XXXXXX +72%
- X Year XXXXXX +893%

### CreatorRank: XXXXXXX [#](/creator/twitter::1654481430636838914/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1654481430636838914/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1654481430636838914/influence)
---

**Social category influence**
[finance](/list/finance)  #1173 [stocks](/list/stocks)  #1684 [technology brands](/list/technology-brands)  #6327 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  #1429 [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[asml](/topic/asml) #1, [nvda](/topic/nvda) #8, [$asml](/topic/$asml) #1, [$nvda](/topic/$nvda) #27, [$amd](/topic/$amd) #6, [pltr](/topic/pltr) #4, [googl](/topic/googl) #8, [$googl](/topic/$googl) #174, [$pltr](/topic/$pltr) #4, [$tsm](/topic/$tsm) #7

**Top accounts mentioned or mentioned by**
[@anesoterictruth](/creator/undefined) [@sergeycyw](/creator/undefined) [@investorcity4u](/creator/undefined) [@inaneorpheus](/creator/undefined) [@dr_martin123](/creator/undefined) [@tornillo_x](/creator/undefined) [@jacksonleeburn1](/creator/undefined) [@ltd1984](/creator/undefined) [@4m4kl](/creator/undefined) [@greencandlecl](/creator/undefined) [@fedex774](/creator/undefined) [@imsilviu](/creator/undefined) [@rudiux](/creator/undefined) [@dolilod](/creator/undefined) [@lucasosok](/creator/undefined) [@alexkosmon](/creator/undefined) [@joshkaineallen](/creator/undefined) [@febel](/creator/undefined) [@profeprofit](/creator/undefined) [@edgesamjc](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Now Coin (NOW)](/topic/$now) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cloudflare, Inc. (NET)](/topic/$net) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Netflix Inc (NFLX)](/topic/$nflx) [Spacemesh (SMH)](/topic/$smh) [Snowflake, Inc. (SNOW)](/topic/$snow) [Mastercard, Inc. (MA)](/topic/$ma) [Spotify Technology (SPOT)](/topic/$spot) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Apple, Inc. (AAPL)](/topic/$aapl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Centene Corp (CNC)](/topic/$cnc) [Oracle Corporation (ORCL)](/topic/$orcl) [RAI Finance (SOFI)](/topic/$sofi) [Mario Coin (COIN)](/topic/$coin) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Shopify Inc (SHOP)](/topic/$shop) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Cream (CRM)](/topic/$crm) [eBay Inc (EBAY)](/topic/$ebay) [Uber Technologies, Inc. (UBER)](/topic/$uber) [KLA Corp (KLAC)](/topic/$klac) [Constellation Energy Corp (CEG)](/topic/$ceg) [Micron Technology, Inc. (MU)](/topic/$mu) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Arista Networks Inc (ANET)](/topic/$anet) [Suncor Energy, Inc. (SU)](/topic/$su) [Emerson Electric Co. (EMR)](/topic/$emr)
### Top Social Posts [#](/creator/twitter::1654481430636838914/posts)
---
Top posts by engagements in the last XX hours

"I believe A.I. is just getting started. Businesses I think are best positioned for each phase: Phase 1: $NVDA $ASML $AMD $TSMC $NBIS Phase 2: $MSFT $META $GOOGL $AMZN Phase 3: $PLTR $NOW $TEM $CRWD $NET Phase 4: $SPOT $SHOP $TEAM $TSLA $DUOL"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946888567017587198) 2025-07-20 11:03:00 UTC 77.1K followers, 71.4K engagements


"Important day for semi's tomorrow $ASML Q2 earnings incoming EST. Revenue: $XXXX Bln (+20.8%) Est. EPS: $XXXX (+30.3%)"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945112362748408024) 2025-07-15 13:25:00 UTC 77.1K followers, 22.1K engagements


"8/ $CRM vs $NOW - Two SaaS giants dominating enterprise software"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144033377894476) 2025-07-04 14:36:16 UTC 76.8K followers, 11.7K engagements


"$PLTR is now trading at 84x EV/Revenue even higher than $NET during the 2021 craze. That didnt end well for $NET stock in the months that followed. Will history repeat itself or is this time different🤔"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945141948500615573) 2025-07-15 15:22:34 UTC 77.1K followers, 25K engagements


"@AnEsotericTruth Youre right inflation is a major factor here. When we look at the past XX years most common index tracker like the all world nasdaq S&P returned over XX% though. So it all comes down to the inflation adjusted return in the years ahead"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946644255444804020) 2025-07-19 18:52:12 UTC 76.9K followers, XX engagements


"How they make money: $NVDA vs $AMD 🫰 I like both of them for different reasons. Do you have a favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942994156000870795) 2025-07-09 17:08:00 UTC 76.8K followers, 38.6K engagements


"$CRWD Crowdstrike vs $S SentinelOne comparison⚖🔎 After the massive $CRWD outage investors eye $S as alternative investment. Let's see how they stack up. A summary 📜👇 🔷 $CRWD is a higher quality company based on management product and moat 🔷 $S has higher growth but the margins and balance sheet are lacking behind $CRWD 🔷 $CRWD is a more attractive buy judging on valuation and past stock performance (yet still not cheap given the circumstances) Disclaimer The impact of the outage on $CRWD business is yet to be seen making valuation assumptions highly uncertain. Handle with care. Cheers🙏"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1816473991483158553) 2024-07-25 14:02:02 UTC 77.1K followers, 5681 engagements


"The AI chip market is set to grow from $96B to $927B by 2034 a massive XX% CAGR. Businesses best positioned to benefit: Tier X - AI Foundation: $ASML $TSM $AMAT Tier X - AI Chips: $NVDA $AMD $AVGO Tier X - AI Infra : $NBIS $CRWV $CDNS"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943997816277545243) 2025-07-12 11:36:11 UTC 77.1K followers, 203.9K engagements


"You're given $100000. Would you invest it in $NVDA or $AMD"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1910705471679344969) 2025-04-11 14:44:18 UTC 77.1K followers, 233.9K engagements


"@Schwaben_von Absolutely Friedrich. Whether it'll be $927B $1100B or $600B it is expected to expand very rapidly in the years to come"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944016326147624964) 2025-07-12 12:49:44 UTC 77.1K followers, XXX engagements


"7/ $AAPL - The premium hardware and services giant with a loyal ecosystem & iconic products"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393136429559991) 2025-07-13 13:47:03 UTC 77.1K followers, 2689 engagements


"$ASML vs $TSM: two businesses essential to the AI era. Who's your favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946253638977966361) 2025-07-18 17:00:01 UTC 77.1K followers, 63K engagements


"A breakdown why $DLO isn't just a mini $ADYEY covering: X - Business models X - Geographic focus X - Product suite X - Client base X - Technology X - Competitive dynamics X. - $DLO's moat X - Is $ADYEY a threat to $DLO X - Final take Let's dive in 🧵👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216350125899947) 2025-07-21 08:45:30 UTC 77.1K followers, 4916 engagements


"4 - Client Base & Use Cases 👥 $ADYEY: Serves enterprise clients globally (e.g. $EBAY $SPOT $MSFT). Clients use it for complete payment coverage across developed and select emerging markets. Strong in retail travel digital platforms and companies with omnichannel needs. $DLO: Also serves large global clients (e.g. $AMZN $NFLX $UBER) often alongside $ADYEY or Stripe. It is commonly used to fill gaps in difficult emerging markets. $DLO is also growing in serving local merchants in emerging countries moving beyond just cross-border"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216359860957329) 2025-07-21 08:45:32 UTC 77.1K followers, XXX engagements


"Wide-Moat Business Series No. X of 12: $META: XXX BILLION daily active users Return on equity of XX% $XX Bln cash Impressive"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942290016472031567) 2025-07-07 18:30:00 UTC 77.1K followers, 29.9K engagements


"Wide-Moat Business Series No. X of 12: $GOOGL 🔹 Cloud growth of XX% 🔹 $72B in cash (pre-Wiz acquisition) 🔹 Reasonably valued What are your thoughts on $GOOGL"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941567252786184370) 2025-07-05 18:38:00 UTC 77.1K followers, 53.6K engagements


"$ASML Q2 Earnings are in with a double beat🚨 Revenue: 7.69B vs Est. 7.51B (+23%) EPS: XXXX vs Est. XXXX (+47%) Q3 outlook: 7.4B7.9B vs Est. 8.21B"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945361997442199925) 2025-07-16 05:56:57 UTC 77.1K followers, 31.7K engagements


"Off-topic: I'm flying to Colombia later this month and will travel around for X weeks Any must-visit spots I shouldnt miss Planning so far 🗺 Bogot Salento Santa Marta (Lost City Trek) Medelln Tayrona national park Cartagena 🫶"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942672536132567433) 2025-07-08 19:50:00 UTC 76.8K followers, 9415 engagements


"11/ $ADBE - The creative software leader empowering content creation across design media and enterprise"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393151466058181) 2025-07-13 13:47:07 UTC 77.1K followers, 2568 engagements


"10/ $PLTR - The data analytics and AI company that combines powerful software with ontology-based frameworks for mission-critical decisions"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393147733164253) 2025-07-13 13:47:06 UTC 77.1K followers, 2404 engagements


"Would you rather own $AMZN or $GOOGL over the next XX years"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1935393202841768448) 2025-06-18 17:44:32 UTC 77.1K followers, 70.2K engagements


"In 2015 $NVDA's market cap was XX BILLION. Today it's nearly X TRILLION. Over that same period revenue grew from $X billion to $XXX billion🤯"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943358305088258242) 2025-07-10 17:15:00 UTC 77.1K followers, 29.5K engagements


"9/ $TSLA - The pioneering EV and energy company driving the future of transportation and autonomy"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393143815635318) 2025-07-13 13:47:05 UTC 77.1K followers, 2409 engagements


"2 - Geographic Focus & market Strategy 🌍 $ADYEY: Core business comes from developed markets: Europe (56%) and North America (25%). $ADYEY has been gradually expanding into emerging markets (e.g. Brazil India Singapore) but these are not yet central to its revenue base. $DLO: Built primarily for global merchants operating in high-card-penetration regions. $DLO operates exclusively in emerging markets with no major activity in North America or Europe. Key countries being: Brazil Mexico Argentina Nigeria India Indonesia etc. $DLO platform focuses on solve last-mile payment and compliance issues"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216355834343546) 2025-07-21 08:45:31 UTC 77.1K followers, XXX engagements


"Tomorrow $NFLX is on deck for Q2 2025 results Est. Revenue: $11B (+15.5%) Est. EPS: $XXXX (+45.2%)"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945474751520268631) 2025-07-16 13:25:00 UTC 77.1K followers, 15K engagements


"$NVDA: set to resume H20 chip sales in China after U.S. license approval. Stock is up +5% today breaking $XXX. $AMD: cleared to resume MI308 chip shipments to China. Stock is up +7% today breaking $XXX. Great news for both 👌"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945117283820490777) 2025-07-15 13:44:33 UTC 77.1K followers, 44.6K engagements


"$OSCR vs. $LMND: two popular tech-driven disruptors in the insurance space. Important note in the comments👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946578583025070311) 2025-07-19 14:31:14 UTC 77.1K followers, 30.7K engagements


"$PLTR seems unstoppable and hit a new all-time-high today. This is how $PLTR makes money 🫰"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944836414618702195) 2025-07-14 19:08:29 UTC 77.1K followers, 20.6K engagements


"$10000 invested in $MSFT XX years ago would be worth $XXXX MILLION today. Which stock do you think has that kind of potential now"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1933154821881926002) 2025-06-12 13:30:00 UTC 77.1K followers, 395.4K engagements


"With everyone and their goldfish being super bullish on $OSCR and $LMND its important not to blindly follow the hype. Do your own due diligence. Dont buy just because others say you should. Insurance is a highly complex industry I know because Ive worked for two multi-billion dollar insurance company and seen it from the inside out. From an investing standpoint I stay away from insurance businesses. Not because theyre bad but because the industry and its dynamics are very complex and I simply dont have the interest to dive deeper. I know my edge and it isnt insurance. Dont let others convince"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946578585717727234) 2025-07-19 14:31:15 UTC 77.1K followers, 6749 engagements


"AI is reshaping the future. Key players every investor should know: Chip design: $ARM $NVDA $AMD Components: $TSM $MU $SMCI Manufacturers: $TSM $AVGO $ANET Power: $SU $CEG $EMR Equipment: $ASML $KLAC $AMAT"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1932532641296728240) 2025-06-10 20:17:41 UTC 77.1K followers, 128.4K engagements


"$SMH is one of the best-performing ETFs with XX% annualized returns over the past XX years. Top X holdings: $NVDA $TSM $AVGO $ASML $AMD"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946631624570933397) 2025-07-19 18:02:00 UTC 77.1K followers, 17.8K engagements


"How FinTwit darling $OSCR stacks up against its closest competitor $CNC 👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1936079718161276965) 2025-06-20 15:12:30 UTC 76.8K followers, 46.1K engagements


"12/ $ORCL - The enterprise software giant combining legacy database strength with growing AI and cloud infrastructure capabilities"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393155391926728) 2025-07-13 13:47:07 UTC 77.1K followers, 7610 engagements


"6/ $META - The global social media leader rapidly pivoting into A.I"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393132725956849) 2025-07-13 13:47:02 UTC 76.8K followers, 2474 engagements


"$HOOD stock is up +137% YTD. Some other impressive stats: 🔹 Revenue is up 10x since 2019 🔹 User base of XXXX million 🔹 $221B in assets under management 🔹 $1B in free cash flow Its also near at its highest valuation since going public"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944387838423994520) 2025-07-13 13:26:00 UTC 77.1K followers, 15.1K engagements


"@joshkaineallen @cjayj0nes Nah just pointing out whats currently priced in. Im all good 👌"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945942167714730010) 2025-07-17 20:22:21 UTC 76.8K followers, XX engagements


"$ASML: Q2 2025 update strong fundamentals but more geopolitical uncertainty ahead"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945870859408732229) 2025-07-17 15:39:00 UTC 77.1K followers, 22.4K engagements


"This is interesting: $AMD and $NVDA now trade at the same forward price to free cash flow. Who do you think is a better buy right now"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944749219820257419) 2025-07-14 13:22:00 UTC 77.1K followers, 122.9K engagements


"4/ $MSFT - The operating system of the world and AI innovator"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393125214007392) 2025-07-13 13:47:00 UTC 77.1K followers, 2923 engagements


"A subscriber and follower recently flagged two under-the-radar names: $SYM and $FIX. Anyone done a deep dive on either X $SYM: A robotics and tech company serving U.S. retailers and wholesalers. 🔹 XX% stock CAGR since IPO 🔹 Free cash flow positive 🔹 Net cash: $437M X $FIX: Specializes in heating ventilation and air conditioning systems. Also active in constructing data centers. That last part could be a serious tailwind in the AI era. 🔹 XX% stock CAGR since IPO 🔹 Long track record of positive FCF 🔹 XX% ROIC (LTM) Seems like interesting businesses I haven't seen being covered on X. Feel"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1939668876192550916) 2025-06-30 12:54:32 UTC 77.1K followers, 12.4K engagements


"Exciting earnings week ahead Notable names: Monday: $VZ $DPZ Tuesday: $KO $UL $ISRG $SAP $ENPH Wednesday: $T $TSLA $GOOGL $NOW $IBM Thursday: $INTC Who are you looking forward to most"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946178148128964955) 2025-07-18 12:00:03 UTC 77.1K followers, 14.2K engagements


"Thanks for all the suggested business battles - Ill work on them next week Coming up: $HOOD vs $COIN $ASTS vs $RKLB $PANW vs $CRWD $MELI vs $SE $LLY vs $NVO Any others youd like me to cover"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941835860057501876) 2025-07-06 12:25:21 UTC 77.1K followers, 32.6K engagements


"3/ $AMZN - The e-commerce cloud giant ads and streaming giant"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393121338376310) 2025-07-13 13:46:59 UTC 77.1K followers, 3070 engagements


"6/ $OSCR vs $CNC - The health tech innovator versus the incumbent"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144024141947093) 2025-07-04 14:36:14 UTC 77K followers, 13.9K engagements


"The agentic AI cybersecurity market is expected to reach $40B by 2030 growing at a XX% CAGR. Notable names: $CRWD $NET $ZS $PANW $DDOG"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941485661716099570) 2025-07-05 13:13:47 UTC 76.9K followers, 54.2K engagements


"$HOOD vs $COIN: two of the most popular FinTechs out there. Do you have a favorite"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946993510575452588) 2025-07-20 18:00:00 UTC 77.1K followers, 38.8K engagements


"Thats it I hope you found this thread insightful. Every one of these is a great business though some come with hefty price tags. Feel free to add any names you think deserve a spot here. Do you own any of these in your portfolio Cheers 🙏"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393158709628975) 2025-07-13 13:47:08 UTC 77.1K followers, 6308 engagements


"5/ $GOOGL - The search cloud and video and A.I. powerhouse"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393128997163020) 2025-07-13 13:47:01 UTC 76.8K followers, 2755 engagements


"5/ $V vs $MA - A beautiful duopoly which benefits both there is now way around either of them"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941144018785800297) 2025-07-04 14:36:13 UTC 76.9K followers, 13.9K engagements


"Q2 earnings season is about to kick off next week Notable names: Tuesday: $JPM $C Wednesday: $ASML $GS $BAC $UAL Thursday: $PEP $NFLX Friday: $AXP $MMM Which ones are you most looking forward to"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943703275334680924) 2025-07-11 16:05:47 UTC 76.9K followers, 18.3K engagements


"@Next100Baggers I think your confusing $NOW with $SNOW here. $SNOW will report earnings August 20th 👌"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946231810112799194) 2025-07-18 15:33:17 UTC 77K followers, XXX engagements


"$NVDA: from $XXX million to $XXX BILLION data center revenue in less than a decade. And once again the most valuable company in the world👑"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1937879276692660258) 2025-06-25 14:23:18 UTC 76.8K followers, 39.6K engagements


"@GreenCandleCl Based on which assumptions"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946583817193472291) 2025-07-19 14:52:02 UTC 77.1K followers, 1175 engagements


"@AnEsotericTruth Yeah thats easy to say in hindsight but I doubt many investors would go all in one stock. I wouldnt recommend it. For most simply DCA into a good ETF is the best way to go"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946633768426430571) 2025-07-19 18:10:31 UTC 77K followers, XXX engagements


"Overall $ASML results are mixed. $ASML posted a strong Q2 but a weak Q3 guidance and no 2026 guidance. CEO: Looking at 2026 we see that our AI customers' fundamentals remain strong. At the same time we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore while we still prepare for growth in 2026 we cannot confirm it at this stage"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945365852007907444) 2025-07-16 06:12:16 UTC 77.1K followers, 10.1K engagements


"Wide-Moat Business Series No. X of 12: $TSM 🔹 Holds a crucial position in the semiconductor industry 🔹 Leads in advanced node manufacturing technology 🔹 Reasonably priced given its dominance Geopolitical tension remains a key risk to watch though"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943014793327317495) 2025-07-09 18:30:00 UTC 77.1K followers, 18K engagements


"$TSM crushes Q2 earnings 🚨 🟢 Revenue $31.6B vs. 30.2B expected 🟢 EPS $XXXX vs. $XXXX expected 🟢 Gross Margin XXXX% vs. XXXX% expected $TSM +2% pre-market"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945733199058878504) 2025-07-17 06:31:59 UTC 77.1K followers, 34.9K engagements


"Want exposure to semis without picking individual stocks $SMH might be worth a look. It has a 10-year CAGR of XX% and includes many key AI chip players"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944105367899619363) 2025-07-12 18:43:34 UTC 77.1K followers, 52.6K engagements


"$GOOGL: how the most profitable business on Earth makes money 🫰"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943738057154298313) 2025-07-11 18:24:00 UTC 77.1K followers, 55.1K engagements


"5 - Technology & Integration 💻 $ADYEY: Known for high-performance unified platform built in-house and one of the few platforms offering direct acquiring + processing globally. $ADYEY is known for fast settlement high reliability and developer-friendly APIs offering a full-stack model which provides data transparency and speed. $DLO: Emphasizes fast onboarding and expansion: activate 40+ countries via one API. It integrates deeply with local partners. The aggregator model adds complexity behind the scenes but delivers local pricing and higher conversion in challenging markets"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216361802924174) 2025-07-21 08:45:32 UTC 77.1K followers, XXX engagements


"Wide moat business breakdown SUPER THREAD: Tier X - Elite: $NVDA $ASML $AMZN $MSFT Tier X -Extremely wide: $GOOGL $META $AAPL $TSM Tier X - Very wide: $TSLA $PLTR $ADBE $ORCL Let's dive in 🧵👇 1/ $NVDA - The global AI leader who redefined scale"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393112651976968) 2025-07-13 13:46:57 UTC 77.1K followers, 106.6K engagements


"Goldman picks $NBIS is a Top AI Neocloud with a price target of $XX. Nebius is best positioned to serve AI startups needing specialized GPU infrastructure with full-stack tools & pricing power hyperscalers cant match"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944738008260886571) 2025-07-14 12:37:27 UTC 77.1K followers, 16.3K engagements


"1 - Business Model & core offering 🏨 $ADYEY: A full-stack global payments provider: offers end-to-end infrastructure including gateway processing and acquiring services. Supporting online and in-person payments (omnichannel) enabling a unified solution for enterprise merchants. $ADYEY operates as a licensed acquirer in multiple countries providing direct connections to card networks and local payment methods. Value-added services include card issuing merchant financing fraud prevention and analytics. $DLO: Is a specialist aggregator for emerging markets (Latin America Africa Asia). They"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216353854640605) 2025-07-21 08:45:30 UTC 77.1K followers, XXX engagements


"3 - Product & Feature Set 💎 $ADYEY: Provides omnichannel support: online and in-person via POS terminals and supports global cards wallets and local APMs (e.g. iDEAL Pix Alipay). $ADYEY owns the full payment lifecycle ensuring consistency visibility and control. Giving advanced risk management tools (e.g. RevenueProtect) and seamless reporting across all channels. $DLO: Focuses on online payments only with strong specialization in alternative Payment Methods (cash vouchers installment cards wallets) local disbursements/payouts to users vendors or contractors. $DLO is optimized for regulatory"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1947216357906337830) 2025-07-21 08:45:31 UTC 77.1K followers, XXX engagements


"Wide-moat businesses visualized. A summary of the Elite tier covering: $ASML $MSFT $AMZN $NVDA A short thread. Lets go 🧵👇 1/ $ASML The backbone of modern tech with virtually no competition"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1942216554302537856) 2025-07-07 13:38:05 UTC 76.9K followers, 45.7K engagements


"$META 🔹 3.4B daily active users 🔹 XX% return on equity 🔹 $21B in cash on hand 🔹 Trading at 54x forward price to free cash flow A great business but it doesnt come cheap"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1932428787314262378) 2025-06-10 13:25:00 UTC 77.1K followers, 26.3K engagements


"Business battle SUPER THREAD covering: $NVDA vs $AMD $HOOD vs $SOFI $GOOGL vs $MSFT $PLTR vs $SNOW $V vs $MA And many more. Let's dive in 🧵👇 1/ $NVDA vs $AMD - Two AI powerhouses both in a great position to do very well in the years to come"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1941143998896513372) 2025-07-04 14:36:08 UTC 77.1K followers, 478.3K engagements


"@edgesamjc The one that included most of these is the $SMH ETF (0.35% expense ratio)"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945877279596216669) 2025-07-17 16:04:30 UTC 76.8K followers, XX engagements


"$PLTR needs to grow free cash flow by XX% annually for XX years to justify its current price. Great business great investment"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1945914397706039362) 2025-07-17 18:32:00 UTC 77.1K followers, 90.5K engagements


"Why you should never panic sell: $QQQ is back at all-time highs after being down 🔻23% just three months ago"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943322764825210960) 2025-07-10 14:53:46 UTC 76.8K followers, 11.8K engagements


"8/ $TSM - The worlds most advanced semiconductor manufacturer powering the global chip industry"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1944393140086947895) 2025-07-13 13:47:04 UTC 77.1K followers, 2605 engagements


"$QQQ top XX holdings account for XX% of their total assets. That's pretty wild"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1943377179359801823) 2025-07-10 18:30:00 UTC 77K followers, 71.4K engagements


"12 businesses with near-impenetrable moats. Starting tomorrow Ill share a one-pager breakdown on each beginning with $ASML. Who's your favorite👇"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1938305569976107268) 2025-06-26 18:37:14 UTC 76.9K followers, 27.2K engagements


"@AnEsotericTruth I think itll depend on your goals. Say you start at the age of XX invest $10K per year at X% return (conservative) youll have $1000000 by the age of 50"  
![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1654481430636838914.png) [@InvestingVisual](/creator/x/InvestingVisual) on [X](/post/tweet/1946636671555965204) 2025-07-19 18:22:03 UTC 76.9K followers, XX engagements