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# ![@Kaizen_Investor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1969772663611768832.png) @Kaizen_Investor KaizenInvestor

KaizenInvestor posts on X about $pl, $hims, $ampx, cash flow the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1969772663611768832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:interactions.svg)

- X Week XXXXXX +6.60%

### Mentions: XX [#](/creator/twitter::1969772663611768832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:posts_active.svg)

- X Week XXX +17%

### Followers: XXX [#](/creator/twitter::1969772663611768832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:followers.svg)

- X Week XXX +34%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1969772663611768832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969772663611768832/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1969772663611768832/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$pl](/topic/$pl) #15, [$hims](/topic/$hims) #119, [$ampx](/topic/$ampx) #15, [cash flow](/topic/cash-flow) #324, [$envx](/topic/$envx), [$flnc](/topic/$flnc), [$stld](/topic/$stld) #12, [$lvmh](/topic/$lvmh) #25, [$eose](/topic/$eose), [longterm](/topic/longterm)

**Top assets mentioned**
[Planet Labs PBC (PL)](/topic/$pl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Pulsechain (PLS)](/topic/$pls) [AAR Corp. (AIR)](/topic/$air) [Vonage Holdings Corporation (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Golar LNG Ltd (GLNG)](/topic/$glng) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Alvey Chain (WALV)](/topic/$alv) [Open Custody Protocol (OPEN)](/topic/$open) [IREN Limited (IREN)](/topic/$iren) [Oklo Inc. (OKLO)](/topic/$oklo) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Datadog Inc (DDOG)](/topic/$ddog) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Zscaler Inc (ZS)](/topic/$zs) [Okta Inc (OKTA)](/topic/$okta) [Fortinet Inc (FTNT)](/topic/$ftnt) [Cloudflare, Inc. (NET)](/topic/$net) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Prologis Inc (PLD)](/topic/$pld) [APX (APX)](/topic/$apx) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Beldex (BDX)](/topic/$bdx) [Eli Lilly and Company (LLY)](/topic/$lly) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::1969772663611768832/posts)
---
Top posts by engagements in the last XX hours

"Wall Street hit the panic button on $LVMH but they're missing the golden rule: luxury is timeless. As long as people desire the best $LVMH will reign supreme. The recent dip isn't a red flag; it's a red carpet inviting you to own the king of luxury"  
[X Link](https://x.com/Kaizen_Investor/status/1978367968527413543) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T07:50Z XXX followers, XXX engagements


"Here are X small-caps you need to know about. They have a revenue CAGR of XX% or more an operating margin of minimum XX% and a positive free cash flow. A thread"  
[X Link](https://x.com/Kaizen_Investor/status/1973652642682548541) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-02T07:33Z XXX followers, XX engagements


"$HEM is Sweden's dominant online property portal demonstrating consistent and strong revenue growth. It operates a highly profitable asset-light business model resulting in exceptionally high and expanding operating margins"  
[X Link](https://x.com/Kaizen_Investor/status/1973652645366906974) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-02T07:33Z XXX followers, XXX engagements


"Every XX hours Planet's fleet of roughly XXX satellites images the entire landmass of Earth. The result An ever-growing dataset of planetary change. Over XX terabytes of new data are added daily feeding an archive that already exceeds XXX petabytes. But this isn't about the pictures. This is structured queryable data. What $PL has built is a time machine for Earth"  
[X Link](https://x.com/Kaizen_Investor/status/1975652896512614730) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"$PL is not a Satellite company. It works as a Data-as-a-Service business. Instead of selling images Planet operates a subscription model. Governments private companies and NGO's pay for continuous access to the data feed. This structure gives $PL predictable sticky revenue. In fact XX% of its annual contract value is recurring. It evolved to a SaaS company with an enormous data moat"  
[X Link](https://x.com/Kaizen_Investor/status/1975652899280560354) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"$PL's customer base spans over XXX organizations across government defense and commercial sectors. Defense and intelligence agencies use it to monitor troop movements and detect covert infrastructure. Civil governments rely on it to monitor deforestation plan urban development or coordinate disaster response. In agriculture $PL's data helps farmers detect stress in crops optimize irrigation and prevent disease outbreaks. In insurance it allows constant post-disaster assessments"  
[X Link](https://x.com/Kaizen_Investor/status/1975652902321455206) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"The global Earth Observation market is about $XX billion today and expected to grow to $XX billion by 2030. The geospatial AI and analytics market is projected to grow from $XX billion in 2025 to nearly $XXX billion by 2034. $PL is sitting on the fuel for that AI engine. Planet's dataset becomes the training ground for machine learning systems that interpret the physical planet"  
[X Link](https://x.com/Kaizen_Investor/status/1975652905207406651) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"$PL is still working toward consistent profitability. It's a capital-intensive business. But the numbers are moving in the right direction. A positive free cash flow and a backlog of $736M are a first step in the right direction. Competition exists in the space economy (Maxar $AIR and $BKSY) but none combine global coverage daily frequency and a deep time-series archive. Executive risks are available but with the large cluster of satellites a failed lift-off wouldn't be catastrophic"  
[X Link](https://x.com/Kaizen_Investor/status/1975652908239626527) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"$PL went parabolic in the last couple of months but is it overvalued at the moment I simulated three scenarios: In the bear case; the top line would grow in line with the general market growth (15%) but the company keeps struggling with profitability and the FCF will stay around 10%. In this case the price target is only $XX. In the neutral case; the top line would grow 25%. This is in line with the mid-range of analyst forecasts. Thanks to the successful DaaS-model the FCF margin expands to 18%. The price target in this simulation is $XXXX. The bull case imagines that $PL would be the data"  
[X Link](https://x.com/Kaizen_Investor/status/1975652912857534621) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, 1619 engagements


"$PL isnt just capturing images its building the worlds first searchable database of Earth. As AI begins to understand the physical world this data will be indispensable. The only question is will you spot it before the market does (This is not financial advice. This analysis is for informational and educational purposes only. Always do your own research before making any investment decisions)"  
[X Link](https://x.com/Kaizen_Investor/status/1975652915101507812) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, XXX engagements


"@RealJGBanks I would add $ENVX and $AMPX to the Energy Storage tech. Great companies"  
[X Link](https://x.com/Kaizen_Investor/status/1976202458708766844) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-09T08:25Z XXX followers, 1619 engagements


"The revenues of pure-play LNG companies have grown with a 10-year CAGR of XXXXX% total market cap CAGR has grown with 16.7%. (including: $VG $NEXT $GLNG $FLNG.) There is definitely still a lot of room to grow for these companies. Are we at the beginning of an LNG wave"  
[X Link](https://x.com/Kaizen_Investor/status/1976213480136114667) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-09T09:09Z XXX followers, 1342 engagements


"$EOSE: +17% $AMPX: +155% $ENVX: +135% Is energy storage the green solution to our global energy problem It looks like most investors believe it is"  
[X Link](https://x.com/Kaizen_Investor/status/1977740454163599861) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-13T14:17Z XXX followers, XXX engagements


"@FIREDUpWealth $PL"  
[X Link](https://x.com/Kaizen_Investor/status/1978080440389906479) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T12:48Z XXX followers, XXX engagements


"@Mr_Derivatives $LVMH will be back in no time"  
[X Link](https://x.com/Kaizen_Investor/status/1978442566551941225) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T12:47Z XXX followers, XXX engagements


"@InvestinWeston @6figurecheck $HIMS and $TMDX (pharma wave) $AMPX and $FLNC (Energy Storage wave). I can only sit back (relax) and hope now"  
[X Link](https://x.com/Kaizen_Investor/status/1978447696772940009) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T13:07Z XXX followers, XXX engagements


"This Energy Storage wave is unstoppable at the moment. Since this tweet 12days ago: $AMPX: +25% $EOSE: +35% $ENVX: +17% $FLNC: +57% We are on our way to go back to the 2021 all-time high market cap. Blink and you'll miss the opportunity"  
[X Link](https://x.com/Kaizen_Investor/status/1978464868211585024) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T14:15Z XXX followers, XXX engagements


"$TSM's stellar quarterly results underscore their indispensable role in the burgeoning AI sector. Their near-monopolistic position in advanced node manufacturing is translating directly into spectacular broad-based growth signaling that this is still the early phase of a long-term trend. Shares are up X% pre-market 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1978745255911420158) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T08:50Z XXX followers, XXX engagements


"@RocketPenguin75 Interesting company. I really like the energy storage wave. At the moment I went for $AMPX and $FLNC. $ENVX stays high on my watchlist"  
[X Link](https://x.com/Kaizen_Investor/status/1978745907282694631) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T08:52Z XXX followers, XXX engagements


"@TacticzH I do understand but I dont agree. The mightiest and the richest man in the world are constantly tweeting. So why cant the CEO of $HIMS celebrate a XX% move of his company"  
[X Link](https://x.com/Kaizen_Investor/status/1978761136137719972) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T09:53Z XXX followers, 4495 engagements


"@RealJGBanks Bought $HIMS two days ago. They have all the tools to become the go-to brand of direct-to-consumer healthcare"  
[X Link](https://x.com/Kaizen_Investor/status/1978820888469401787) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T13:50Z XXX followers, XXX engagements


"Rough day for the Energy storage wave after $ABAT dropped almost XX% over X days. The Dept. of Energy withdrew a $52M grant for its lithium refinery. This jeopardizes the project creating funding and credibility issues. $EOSE: -XXXXX% $FLNC: -XXXXX% $AMPX: -XXXX% Opp. or trap"  
[X Link](https://x.com/Kaizen_Investor/status/1978852459243082087) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T15:56Z XXX followers, 1500 engagements


"VIX chart is the only one that will go up today 😅"  
[X Link](https://x.com/Kaizen_Investor/status/1978864860390715900) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T16:45Z XXX followers, XX engagements


"A strong double beat Q3 for $ALV. $ALV is the world's leading supplier of automotive safety systems developing and manufacturing products like airbags seatbelts and steering wheels for major car manufacturers. Shares are down XXX% during pre-market 📉"  
[X Link](https://x.com/Kaizen_Investor/status/1979156971337994306) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T12:06Z XXX followers, XX engagements


"4. Free Cash Flow: In the end free cash flow is what truly matters. It represents how much money the company has left at the end to reward shareholders. For growth companies like $HIMS it is not the main focus yet but it will become increasingly important in the future. It is important to remember that the free cash flow margin can never exceed the gross profit margin. This gives companies with higher gross profit margins a natural advantage. The scalability of a business determines how closely its free cash flow margin can approach its gross profit margin. $HIMS already has a positive free"  
[X Link](https://x.com/Kaizen_Investor/status/1979223737925881908) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XXX engagements


"4. The Future: To determine a potential price target I use a reverse DCF. Many investors dislike reverse DCF models because the required free cash flow (FCF) growth rates often seem unrealistic. However I prefer this method because it helps me see how much FCF the company would need to generate in absolute terms ten years from now. This gives me a realistic sense of what the market is currently expecting. At the moment for $HIMS to deliver an annual return of XX% its FCF would need to reach $1590 million by 2035. How realistic is that Currently $HIMS has a free cash flow margin of about 7%."  
[X Link](https://x.com/Kaizen_Investor/status/1979223741612560419) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"Conclusion: I have built a clear case and conviction that $HIMS is well positioned to capture my belief in the GLP-1 wave. That is where it all begins with conviction. A belief in a trend that will grow higher and faster than most people expect. From there I look for the best company to ride that wave with the least risk and the highest potential return. Do I care if the CEO tweets too much or sells some shares Not really. Do I care if the COO leaves within six months Not really. What I care about are the fundamentals: growing customer numbers the expiration of GLP-1 patents and the ways"  
[X Link](https://x.com/Kaizen_Investor/status/1979223745375146093) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XXX engagements


"@NighthawkTradez $HIMS will move to $XXX mid-term $XXX long-term"  
[X Link](https://x.com/Kaizen_Investor/status/1979228072441225232) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:48Z XXX followers, XXX engagements


"@danielnewmanUV Bullish long-term on $HIMS"  
[X Link](https://x.com/Kaizen_Investor/status/1979228324711821454) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:49Z XXX followers, XXX engagements


"@6figurecheck Great thread bro everyone has FOMO sometimes. I dont trade in options but I also have it when stocks rise hard like $OPEN $IREN and $OKLO. Hard to keep FOMO out when stocks rise so hard within a year and everyone talking about it on X"  
[X Link](https://x.com/Kaizen_Investor/status/1979290149411524829) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T20:55Z XXX followers, XXX engagements


"All cybersecurity companies are up today. $PANW +2.75% $OKTA +2.29% $RBRK +1.64% $NET +2.52% $DDOG +3.7% $CYBR +2.67% $FTNT +1.24% $ZS +0.84% $S +0.56% $CRWD +1.88% There are no losers in this wave"  
[X Link](https://x.com/Kaizen_Investor/status/1975273372381569188) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-06T18:54Z XXX followers, XXX engagements


"$PL is quietly building the world's most valuable and irreplicable dataset - A time series archive of our planet itself. Planet Labs is surfing on three waves that will define the stock market for years to come: Space economy AI and the environmental wave. A deep dive"  
[X Link](https://x.com/Kaizen_Investor/status/1975652892972359751) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-07T20:02Z XXX followers, 7870 engagements


"Warren Buffett will be a happy man. $DPZ just published a very strong quarter. They have beaten revenue estimates for the first time in at least X quarters. EPS also beats estimates ending at XXXX (Est. 3.98). Shares are up XXX% before opening.🟢"  
[X Link](https://x.com/Kaizen_Investor/status/1978060302232031625) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T11:28Z XXX followers, XXX engagements


"Were entering a decade where cybersecurity isnt just protection its infrastructure. Every company is becoming digital every system connected and with AI accelerating both innovation and risk the attack surface is exploding. AI will make defenses smarter but it will also make attacks faster stealthier and more scalable. The result A permanent arms race where cybersecurity becomes as fundamental as electricity or the internet itself. $CRWD sits right in the middle of this wave defending the digital world as it transforms under AIs impact"  
[X Link](https://x.com/Kaizen_Investor/status/1978151251318649041) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T17:29Z XXX followers, XX engagements


"$CRWD has grown revenues from $119M in 2018 to $4.4B today a CAGR above 40%. Gross profit margins sit near XX% and free cash flow has exploded to over $1.1B with margins above 30%. This is a textbook SaaS model: massive operating leverage negative working capital and customers who pay upfront for annual subscriptions. In essence CrowdStrikes clients are funding its growth"  
[X Link](https://x.com/Kaizen_Investor/status/1978151254611337293) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T17:29Z XXX followers, XX engagements


"Super interesting and technical analysis about the new Owl satellite of $PL. $PL has a huge future"  
[X Link](https://x.com/Kaizen_Investor/status/1978217046950232220) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-14T21:51Z XXX followers, XXX engagements


"$PLD reports a strong quarter beating EPS ($0.82 vs Est. $0.73)🟢 revenues ($2064 vs Est. $2034)🟢 and raising its 2025 guidance🟢 The logistics giant is expanding into data centers to meet growing power demands. Shares are up X% in pre-market trading 📈"  
[X Link](https://x.com/Kaizen_Investor/status/1978435053559406596) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-15T12:17Z XXX followers, XXX engagements


"@StockMKTNewz $PL and $AMPX both -XX% 🙃"  
[X Link](https://x.com/Kaizen_Investor/status/1978935728303161653) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-16T21:26Z XXX followers, XXX engagements


"Buffett can be happy with this strong double beat of $APX in Q3. Just like the strong quarter of $LVMH the $APX CEO mentions that high-end consumer spending shows no weakness. Shares are almost unchanged at pre-market"  
[X Link](https://x.com/Kaizen_Investor/status/1979153457928962523) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T11:52Z XXX followers, XX engagements


"2. The Companies: Now we dive into the companies behind this wave. How do they make money how will they ride the wave and what are the risks that could cause them to fall off it In the GLP-1 wave there are three main types of players: the producers of GLP-1 itself ($NVO $LLY $VKTX) the suppliers of auto-injectors ($YPSN $BDX) and the platforms or distributors that sell the drugs ($HIMS). When the potential of this wave is so massive it may seem surprising that only two companies currently supply GLP-1. The main reason is patents. Both $NVO and $LLY hold patents on GLP-1 (I do not know the"  
[X Link](https://x.com/Kaizen_Investor/status/1979223730959086060) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"3. Figures: The first thing I look at is a graph that compares revenue growth with gross profit margin growth. If a company is able to grow both it means they are attracting more customers and those customers are willing to pay more. I do not like using the word moat as I find it very subjective. It only carries weight when someone like Buffett or Munger uses it. To keep things objective I prefer to rely on measurable indicators such as gross profit margin and revenue growth. In the case of $HIMS the company is showing impressive growth in revenue but is struggling to expand its gross profit"  
[X Link](https://x.com/Kaizen_Investor/status/1979223734448803942) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T16:31Z XXX followers, XX engagements


"@Iron_Mind001 Thanks bro Will have to do some research on $CIFR but will release it next week"  
[X Link](https://x.com/Kaizen_Investor/status/1979598432659546423) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T17:20Z XXX followers, XXX engagements


"@Ashton_1nvests $GOOGL"  
[X Link](https://x.com/Kaizen_Investor/status/1979815118235189533) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T07:41Z XXX followers, XXX engagements


"@NetWorthNotes Congrats man well deserved"  
[X Link](https://x.com/Kaizen_Investor/status/1979894397379719626) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T12:56Z XXX followers, XX engagements


"@EXP_Philosopher Wind: $CADLR solar: $FSLR energy storage almost all have potential Hydrogen has a lot of potential but electrolyzers are costly & big players like $CMI are involved. Wave will go sky high imo but difficult to point one out. Mixed: $BE & $ENPH Nuclear: stay out for now"  
[X Link](https://x.com/Kaizen_Investor/status/1974532308863799321) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-04T17:49Z XXX followers, XX engagements


"The financial sector keeps on delivering this quarter. $FITB with a strong double beat in the third quarter. EPS: $XXXX vs Est. $XXXX 🟢 Revenues: $2301M vs Est. $2277M 🟢 Shares are up X% in pre-market📈"  
[X Link](https://x.com/Kaizen_Investor/status/1979148191141445983) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T11:31Z XXX followers, XX engagements


"A lot of short-term noise around $HIMS but they will be absolutely fine in the long run"  
[X Link](https://x.com/Kaizen_Investor/status/1979397126221168944) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T04:00Z XXX followers, XXX engagements


"@Dividend_Learn How do you like it My wife and I have been to Greece this summer to do some Island hopping. We visited Athens X days on the way back but werent particularly impressed by the city"  
[X Link](https://x.com/Kaizen_Investor/status/1979461998719975507) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T08:18Z XXX followers, XX engagements


"@Dividend_Learn We loved the islands though: Milos Sifnos Naxos. Easy to reach by ferry. But maybe you have done them as well. Enjoy"  
[X Link](https://x.com/Kaizen_Investor/status/1979467786339459290) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T08:41Z XXX followers, XX engagements


"@Dividend_Learn Belgium you"  
[X Link](https://x.com/Kaizen_Investor/status/1979472642743656450) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T09:00Z XXX followers, XX engagements


"Some thouhts on $HIMS and fundamental analysis 👇"  
[X Link](https://x.com/Kaizen_Investor/status/1979909961359462760) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T13:58Z XXX followers, XXX engagements


"@zarieinvests $HIMS can easily go to $XXX long-term"  
[X Link](https://x.com/Kaizen_Investor/status/1979965189467283800) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T17:37Z XXX followers, XXX engagements


"Euro Stoxx rises over X% this morning📈 Top gainers: $BBVA: Spanish multinational banking group $RHM: German defense and automotive company $IFX: German semiconductor solutions manufacturer $ENR: Manufactures batteries and auto care products Top losers: $SAN: Spanish financial services company $UCG: Italian commercial bank $ISP: Italy's largest banking group"  
[X Link](https://x.com/Kaizen_Investor/status/1980182847269839011) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T08:02Z XXX followers, XXX engagements


"@stocksguide_ $UPWK has shown the ability to grow again while $FVRR stays behind at the moment"  
[X Link](https://x.com/Kaizen_Investor/status/1975147128537432208) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-06T10:32Z XXX followers, XXX engagements


"Double beat for $SLB in Q3: EPS $XXXX vs Est. $0.68🟢 Rev. $8981 vs Est. $8971🟢 $SLB is the world's largest offshore drilling and oilfield services company providing technology and expertise to the energy industry for exploration and production. Shares unchanged pre-market"  
[X Link](https://x.com/Kaizen_Investor/status/1979159978653962422) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T12:18Z XXX followers, XXX engagements


"@TheRayMyers No space economy Companies like: $PL $ASTS and $RKLB"  
[X Link](https://x.com/Kaizen_Investor/status/1979254102358958225) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-17T18:32Z XXX followers, XXX engagements


"@Cryptocockatooo I think so as well. Still underrated in my opinion. Do you own $PL shares"  
[X Link](https://x.com/Kaizen_Investor/status/1979597963467911171) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-18T17:18Z XXX followers, XXX engagements


"Beginning in 2026 Belgium will introduce a capital gains tax that Ill need to pay. Does your country have a similar tax and what rate do they apply"  
[X Link](https://x.com/Kaizen_Investor/status/1979895169031033268) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T12:59Z XXX followers, XX engagements


"Earning season returns next week. We will give some special attention to the following companies: Monday $RLI: Provides specialty property and casualty insurance $STLD: Steelmaker and metal recycler producing sheet and structural steel Tuesday $KO: Manufacturer of soft drinks concentrates syrups alcoholic beverages $GE: Manufacturer of jet engines components and integrated systems $NFLX: Streaming service for TV shows movies and games $ISRG: Manufactures robotic systems for minimally invasive surgery $GM: Manufacturer of cars trucks automotive parts and engines Wednesday $GEV: Generates"  
[X Link](https://x.com/Kaizen_Investor/status/1980015116297920520) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T20:56Z XXX followers, XXX engagements


"$STLD reports Q3 tomorrow the first full quarter under the XX% steel tariffs. As a domestic producer these tariffs should be a protective wall. Expectations are wide profit margins ("metal spread expansion") and high shipment volumes as they face far less import competition"  
[X Link](https://x.com/Kaizen_Investor/status/1980019367032012816) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T21:12Z XXX followers, XXX engagements


"$FLXS reports Q3 tomorrow showing the other side of the XX% steel tariffs. As a furniture maker steel is a key raw material. Watch gross marginsthey are likely to be squeezed by the spike in input costs. The key question: Could they pass this inflation on to consumers"  
[X Link](https://x.com/Kaizen_Investor/status/1980020760568811558) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-19T21:18Z XXX followers, XXX engagements


"@weary_centurion These are two entirely different companies. Why are they being compared"  
[X Link](https://x.com/Kaizen_Investor/status/1980184475628978340) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T08:09Z XXX followers, XX engagements


"With the Euro Stoxx trading in the green and futures pointing higher the $SPY is expected to open in positive territory"  
[X Link](https://x.com/Kaizen_Investor/status/1980236634638647533) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T11:36Z XXX followers, XX engagements


"@mattscottcap @weary_centurion I'm a fan of $UPWK and have owned it but you can't reliably determine which company is a better opportunity by comparing the figures of two completely different businesses. A direct comparison of numbers alone misses the crucial context behind each company's valuation imo"  
[X Link](https://x.com/Kaizen_Investor/status/1980251823324758500) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T12:36Z XXX followers, XX engagements


"@Secrets4stocks @alwayslearni $STLD will report Q3 earnings today. Should we see them benefit from this shift already Or dont you think they will benefit (yet) from this shift"  
[X Link](https://x.com/Kaizen_Investor/status/1980260291813232979) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:10Z XXX followers, XX engagements


"@TheRonnieVShow Amazing man What an achievement cant even imagine going sober for a year"  
[X Link](https://x.com/Kaizen_Investor/status/1980265674120339587) [@Kaizen_Investor](/creator/x/Kaizen_Investor) 2025-10-20T13:31Z XXX followers, XX engagements