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# ![@PythiaR Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1136680950769651712.png) @PythiaR Pythia Cap: Vertical Market Sycophant

Pythia Cap: Vertical Market Sycophant posts on X about $csuto, $tdg, $rgen, $asml the most. They currently have XXXXXX followers and 1279 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1136680950769651712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +2.20%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +1.80%

### Mentions: XX [#](/creator/twitter::1136680950769651712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +11%
- X Months XXXXX +4.80%
- X Year XXXXX +95%

### Followers: XXXXXX [#](/creator/twitter::1136680950769651712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:followers.svg)

- X Week XXXXXX +0.33%
- X Month XXXXXX +2.10%
- X Months XXXXXX +7.80%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1136680950769651712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1136680950769651712/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5193 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #7, [$tdg](/topic/$tdg) #4, [$rgen](/topic/$rgen) #2, [$asml](/topic/$asml) #27, [asml](/topic/asml) #47, [$dhr](/topic/$dhr) #10, [$clpt](/topic/$clpt) #14, [over the](/topic/over-the) 0.47%, [$wcn](/topic/$wcn) #5, [$twst](/topic/$twst) #2

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@tbu12345678](/creator/undefined) [@jerrycap](/creator/undefined) [@invesquotes](/creator/undefined) [@lexmutatio](/creator/undefined) [@longonlylarry](/creator/undefined) [@lefttailguy](/creator/undefined) [@compoundpapi](/creator/undefined) [@brentmuio](/creator/undefined) [@nopeitslily](/creator/undefined) [@metacriticcap](/creator/undefined) [@sharpeshark](/creator/undefined) [@oilgodjames](/creator/undefined) [@coalemusguy](/creator/undefined) [@4drant](/creator/undefined) [@taobanker](/creator/undefined) [@inglouriouscap](/creator/undefined) [@thelapurchaser](/creator/undefined) [@libertyrpf](/creator/undefined) [@benfranksaltego](/creator/undefined)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [Repligen, Corp. (RGEN)](/topic/$rgen) [Danaher Corporation (DHR)](/topic/$dhr) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Zoetis Inc (ZTS)](/topic/$zts) [Taiwan Semiconductor (TSM)](/topic/$tsm) [GE Vernova Inc. (GEV)](/topic/$gev) [Synopsys, Inc. (SNPS)](/topic/$snps) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Elcoin (EL)](/topic/$el) [Oklo Inc. (OKLO)](/topic/$oklo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Iagon (IAG)](/topic/$iag) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [Assurant, Inc. (AIZ)](/topic/$aiz) [S&P Global Inc (SPGI)](/topic/$spgi) [4 (FOUR)](/topic/$four) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Bitcoin Incognito (XBI)](/topic/$xbi) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Ferrari N.V. (RACE)](/topic/$race) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Bitcoin (BTC)](/topic/bitcoin) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [United Rentals, Inc. (URI)](/topic/$uri) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Vertiv Holdings Co (VRT)](/topic/$vrt)
### Top Social Posts [#](/creator/twitter::1136680950769651712/posts)
---
Top posts by engagements in the last XX hours

"$RGEN #s in a better spot but tougher comps in H2"  
[X Link](https://x.com/PythiaR/status/1976279685089960386) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:32Z 64.7K followers, 2360 engagements


"$ELAN is outperforming $ZTS over the last X years. Didnt have that on my bingo card"  
[X Link](https://x.com/PythiaR/status/1970531182757769342) [@PythiaR](/creator/x/PythiaR) 2025-09-23T16:50Z 64.7K followers, 3315 engagements


"$TDG is like a X bagger since Nick Howley retired"  
[X Link](https://x.com/PythiaR/status/1971283107245588677) [@PythiaR](/creator/x/PythiaR) 2025-09-25T18:38Z 64.7K followers, 10.8K engagements


"@shortbus_ace Bonds The only fixed income I need is proceeds from selling options & mez tranches of CLOs bruv"  
[X Link](https://x.com/PythiaR/status/1975969946384597408) [@PythiaR](/creator/x/PythiaR) 2025-10-08T17:02Z 64.7K followers, 2152 engagements


"@FLinvestor_ That may just be flat for X years it's almost too good to go down"  
[X Link](https://x.com/PythiaR/status/1978077368590770422) [@PythiaR](/creator/x/PythiaR) 2025-10-14T12:36Z 64.7K followers, XXX engagements


"Our modified Sortino ratio/growth regression analysis indicated $AIZ could trade at a higher multiple. - BMO"  
[X Link](https://x.com/PythiaR/status/1955276543326085214) [@PythiaR](/creator/x/PythiaR) 2025-08-12T14:33Z 64.7K followers, 2757 engagements


"$RYAN EV/Forward EBITDA. Very highly adjusted adjusted earnings + E&S maybe early in its deccel make it a hard long but one to watch"  
[X Link](https://x.com/PythiaR/status/1965508993692123422) [@PythiaR](/creator/x/PythiaR) 2025-09-09T20:13Z 64.7K followers, 3261 engagements


"Brutal action for a bunch of stuff the last few days and today: $CSU.TO $WCN $SPGI $ZTS $IFC.TO $EFN.TO"  
[X Link](https://x.com/PythiaR/status/1970538042411860266) [@PythiaR](/creator/x/PythiaR) 2025-09-23T17:17Z 64.7K followers, 12.4K engagements


"@jbulltard1 It was not straight up Jesus Christ man read a book 😂😂😂 Hes the GOAT. He didnt just buy and hold. He did merger arb options fixed income equities"  
[X Link](https://x.com/PythiaR/status/1977896396620787926) [@PythiaR](/creator/x/PythiaR) 2025-10-14T00:37Z 64.7K followers, 1008 engagements


"@JerryCap $CSU.TO should buy $FOUR 👀"  
[X Link](https://x.com/PythiaR/status/1979172103719948793) [@PythiaR](/creator/x/PythiaR) 2025-10-17T13:06Z 64.7K followers, 1512 engagements


"One XX% down day and some of the most hilarious $TDG bear takes emerge"  
[X Link](https://x.com/PythiaR/status/1953095479220421048) [@PythiaR](/creator/x/PythiaR) 2025-08-06T14:07Z 64.7K followers, 9900 engagements


"What if we denominated the stock market in fartcoin What if we denominated the stock market in $CSU.TO shares What if we denominated the stock market in the number of retarded takes"  
[X Link](https://x.com/PythiaR/status/1976282939358052576) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:45Z 64.7K followers, 5284 engagements


"Bottom $DHR $RGEN $XBI"  
[X Link](https://x.com/PythiaR/status/1973095968519152033) [@PythiaR](/creator/x/PythiaR) 2025-09-30T18:41Z 64.7K followers, 6983 engagements


"Stagflation is pretty much the ideal environment for $WCN If you grow too fast volumes cant keep up WCN less attractive vs other stocks. If you go into a recession WCN relative Op but maybe absolute down as volume dips negative and lower CPI = less price = downside to estimates. What you want is like X% real GDP growth X% CPI and WCN is growing X% volume X% price w/ expanding margins"  
[X Link](https://x.com/PythiaR/status/1935398368681116114) [@PythiaR](/creator/x/PythiaR) 2025-06-18T18:05Z 64.7K followers, 4551 engagements


"Building 900k capacity of DRAM drives $160b of capex over the next X years vs the entire WFE market today of around $110b. If you assume another 2-3 frontier models will have similar memory requirements youre talking $90-$110b per year of DRAM capex on average. And thats before you factor in additional leading edge compute spend required for the GPU deployments. - JPM $ASML $KLAC $AMAT $LRCX"  
[X Link](https://x.com/PythiaR/status/1978612473537458348) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:02Z 64.7K followers, 13.1K engagements


"Gonna need a lot of turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1972681211827900515) [@PythiaR](/creator/x/PythiaR) 2025-09-29T15:13Z 64.7K followers, 23.8K engagements


"The how nice are the spaces we hang out in relative to our LP returns spread Yuuuuuuge with these guys"  
[X Link](https://x.com/PythiaR/status/1977898112581882242) [@PythiaR](/creator/x/PythiaR) 2025-10-14T00:43Z 64.7K followers, 14.6K engagements


"Methodology $RGEN"  
[X Link](https://x.com/PythiaR/status/1972659869170708805) [@PythiaR](/creator/x/PythiaR) 2025-09-29T13:48Z 64.7K followers, 3235 engagements


"Design continually getting cheaper also democratizes the development and production of mAbs beyond large cap pharma which is additive to the volume picture. $TWST"  
[X Link](https://x.com/PythiaR/status/1975239572746543306) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:39Z 64.7K followers, 2130 engagements


"Add $RACE to the pile"  
[X Link](https://x.com/PythiaR/status/1976628417920680416) [@PythiaR](/creator/x/PythiaR) 2025-10-10T12:38Z 64.7K followers, 47.7K engagements


"The year is 2029 $CSU.TO buys $CRWV Mark Leonards cloud based consciousness laughs from his server"  
[X Link](https://x.com/PythiaR/status/1976320433793495403) [@PythiaR](/creator/x/PythiaR) 2025-10-09T16:14Z 64.7K followers, 4565 engagements


"@hvntting @LongOnlyLarry Its going to outlast the mutual fund industry because it controls the client relationship and a moron can make the same or multiples of what you can in a LO seat"  
[X Link](https://x.com/PythiaR/status/1978065228999823411) [@PythiaR](/creator/x/PythiaR) 2025-10-14T11:47Z 64.7K followers, XXX engagements


"I know everyone hates it but over the past X X X & XX years $TMO has outperformed $DHR"  
[X Link](https://x.com/PythiaR/status/1963700251401076756) [@PythiaR](/creator/x/PythiaR) 2025-09-04T20:26Z 64.7K followers, 7407 engagements


"$DHR and $RGEN up on news the JPM LS tools analyst is leaving for a corporate gig marking the bottom for life science tools companies"  
[X Link](https://x.com/PythiaR/status/1973042693325664698) [@PythiaR](/creator/x/PythiaR) 2025-09-30T15:10Z 64.7K followers, 12.1K engagements


"Chat do ASICs need lithography $ASML"  
[X Link](https://x.com/PythiaR/status/1977728609273135509) [@PythiaR](/creator/x/PythiaR) 2025-10-13T13:30Z 64.7K followers, 26.4K engagements


"@Retail_Guru Except Gucci. Theyre special franchises except Gucci"  
[X Link](https://x.com/PythiaR/status/1978451855983120699) [@PythiaR](/creator/x/PythiaR) 2025-10-15T13:24Z 64.7K followers, XXX engagements


"JPM on $RGEN ATF consumable pull through opportunity"  
[X Link](https://x.com/PythiaR/status/1972659230059483208) [@PythiaR](/creator/x/PythiaR) 2025-09-29T13:46Z 64.7K followers, 4599 engagements


"$OKLO is a $XX billion market cap company with no real business. $CLPT enabled the breakthrough treatment of a degenerative neurological condition (requiring literal brain surgery) and now is a robotics play with less than $1b in market cap"  
[X Link](https://x.com/PythiaR/status/1974095608656040000) [@PythiaR](/creator/x/PythiaR) 2025-10-03T12:54Z 64.7K followers, 44.7K engagements


"20-30% of $ASML sales are memory"  
[X Link](https://x.com/PythiaR/status/1973719872883536208) [@PythiaR](/creator/x/PythiaR) 2025-10-02T12:01Z 64.7K followers, 46.1K engagements


"@Lazarus_Capital Maybe. Also if theres some degree of lock in that federal biz is worth a fuckton see $TYL multiple lol"  
[X Link](https://x.com/PythiaR/status/1953186614504800704) [@PythiaR](/creator/x/PythiaR) 2025-08-06T20:09Z 64.7K followers, XXX engagements


"Bull market in idiots posting graphs of one thing denominated in another thing (usually gold or bitcoin)"  
[X Link](https://x.com/PythiaR/status/1978895010167706024) [@PythiaR](/creator/x/PythiaR) 2025-10-16T18:45Z 64.7K followers, 3339 engagements


"@bumUndiscoverd Tbh if Id just put XXX% of my NW in $CSU.TO and $TDG back when I found out about them in 2017 Id be sitting okay today without having to speculate on magic beans"  
[X Link](https://x.com/PythiaR/status/1963074966934745451) [@PythiaR](/creator/x/PythiaR) 2025-09-03T03:01Z 64.7K followers, 1785 engagements


"$SNPS $XXX $TSM $XXX $ASML $XXX On the shopping list but need to go lower first which means we wont go lower. Maybe. Who knows"  
[X Link](https://x.com/PythiaR/status/1976672009833918636) [@PythiaR](/creator/x/PythiaR) 2025-10-10T15:31Z 64.7K followers, 12K engagements


"$OKLO is a $XX billion non existent business And PE cant IPO anything 🧐"  
[X Link](https://x.com/PythiaR/status/1978397529957101966) [@PythiaR](/creator/x/PythiaR) 2025-10-15T09:48Z 64.7K followers, 20.6K engagements


"$TDG repricing term loans from SOFR +2.75% to SOFR +2.25% and extending one another X years"  
[X Link](https://x.com/PythiaR/status/1968773561142726769) [@PythiaR](/creator/x/PythiaR) 2025-09-18T20:26Z 64.7K followers, 8275 engagements


"Oh stagflation you say If only there was some business that wasnt overly sensitive to economic growth but also could pass on inflation with ease"  
[X Link](https://x.com/PythiaR/status/1968396157970956558) [@PythiaR](/creator/x/PythiaR) 2025-09-17T19:26Z 64.7K followers, 4125 engagements


"All the pods were short $WCN werent they"  
[X Link](https://x.com/PythiaR/status/1948450392947536093) [@PythiaR](/creator/x/PythiaR) 2025-07-24T18:29Z 64.7K followers, 3511 engagements


"So did Jensen do this because he wanted to or because the White House told him he had to If its the latter remind me again what the valuation spread is between the US and Chinese stock market"  
[X Link](https://x.com/PythiaR/status/1968655300702912823) [@PythiaR](/creator/x/PythiaR) 2025-09-18T12:36Z 64.7K followers, 14.6K engagements


"$XPO only took off after they hired $ODFL guys to stop the LTL business being run like shit. Same at $URI. Business took off when someone actually bothered to integrate all the acquisitions and run it well. Execution"  
[X Link](https://x.com/PythiaR/status/1967291345879572845) [@PythiaR](/creator/x/PythiaR) 2025-09-14T18:16Z 64.7K followers, 12.2K engagements


"$ASML risks weighted to the upside ASML is a key beneficiary of the memory up-cycle"  
[X Link](https://x.com/PythiaR/status/1978840249515094153) [@PythiaR](/creator/x/PythiaR) 2025-10-16T15:07Z 64.7K followers, 5437 engagements


"If AI is airlines then there is a $TDG of AI. Its probably $NVDA but might be something else"  
[X Link](https://x.com/PythiaR/status/1961162369956258282) [@PythiaR](/creator/x/PythiaR) 2025-08-28T20:22Z 64.7K followers, 10.5K engagements


"@jbulltard1 Compounding at XX% for XX years is a skill. Find me someone else whos done it Ill wait"  
[X Link](https://x.com/PythiaR/status/1977877608516747415) [@PythiaR](/creator/x/PythiaR) 2025-10-13T23:22Z 64.7K followers, 2258 engagements


"Without m&a $TDG is $ORLY but better"  
[X Link](https://x.com/PythiaR/status/1970463941601173621) [@PythiaR](/creator/x/PythiaR) 2025-09-23T12:23Z 64.7K followers, 3801 engagements


"@ThomasDigby1 @ParkBoard Im gay and love the book Enders game. The author is homophobic. And yet I can separate his FICTIONAL work from him. You can not support JKRs views and still like the FICTIONAL work Harry Potter"  
[X Link](https://x.com/PythiaR/status/1976602458576339198) [@PythiaR](/creator/x/PythiaR) 2025-10-10T10:55Z 64.7K followers, XXX engagements


"$VRT is a $10b biz. TAM of 26GW of OaI is worth $55b to them. Not uh priced in"  
[X Link](https://x.com/PythiaR/status/1978616673063325811) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:19Z 64.7K followers, 4584 engagements


"Capacity is so tight the tell will be $TSMC willingness to fund expansion to meet it. Itll show up there before $NVDA revenues or anywhere else - JPM"  
[X Link](https://x.com/PythiaR/status/1978616276827427261) [@PythiaR](/creator/x/PythiaR) 2025-10-16T00:17Z 64.7K followers, 5089 engagements


"Yup through teams and saves everything in a nice folder for you and you can have copilot do up summaries for salesforce notes. Email you can just have it draft them it also can suggest some quick responses but eg you can have it pull from local files if you have saved client files draft an email using info from source XYZ that says ABC (eg KYC update letter or whatever else)"  
[X Link](https://x.com/PythiaR/status/1978241192812048416) [@PythiaR](/creator/x/PythiaR) 2025-10-14T23:27Z 64.7K followers, XXX engagements


"Add this to the list of why we dont pay 50x for HSD/LDD earnings growth examples $ODFL"  
[X Link](https://x.com/PythiaR/status/1976674911897944094) [@PythiaR](/creator/x/PythiaR) 2025-10-10T15:43Z 64.7K followers, 21K engagements


"I can think of a few somewhat more idio pockets: Volume/COGS linked health care: $DHR $RGEN. Bioprocessing has maybe bottomed not going to be a V shaped recovery but people are getting older buying more drugs these guys can price 1-2%/year. Kind of beats to its own drum. Aero: very consensus but typically fairly defensive business. If economy accelerates probably helps on margin but dont think you need that to happen to work. Value consumer: cruises (price/experience good in cruises vs rest of leisure) $TJX $ROST $COST. Cost obs expensive but retailers offering value will continue to gain"  
[X Link](https://x.com/PythiaR/status/1953209644224266634) [@PythiaR](/creator/x/PythiaR) 2025-08-06T21:40Z 64.7K followers, 4817 engagements


"$AMZN is the biggest loser in AI"  
[X Link](https://x.com/PythiaR/status/1978954612062224749) [@PythiaR](/creator/x/PythiaR) 2025-10-16T22:42Z 64.7K followers, 40.5K engagements


"JPM Trust the Bioprocess $DHR $RGEN $TMO"  
[X Link](https://x.com/PythiaR/status/1976279113569857646) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:30Z 64.7K followers, 5746 engagements


"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase"  
[X Link](https://x.com/PythiaR/status/1968788215328031213) [@PythiaR](/creator/x/PythiaR) 2025-09-18T21:24Z 64.7K followers, 5114 engagements


"$EFN.TO Never talked about on Fintwit. Very simple biz: fleet leasing. Mgmt dialed in on the right things: growing high ROE services biz (ROE accretion = P/TBV uplift over time) paying down high cost prefs refinancing cap stack lower over time. Been a happy owner since $21"  
[X Link](https://x.com/PythiaR/status/1957581208692617622) [@PythiaR](/creator/x/PythiaR) 2025-08-18T23:11Z 64.7K followers, 10.7K engagements


"$WCN turning on buybacks"  
[X Link](https://x.com/PythiaR/status/1948353692358607277) [@PythiaR](/creator/x/PythiaR) 2025-07-24T12:04Z 64.7K followers, 9287 engagements


"Someone correct me if Im wrong but I think $CSU.TO was down today more than $BRK was when Buffett retired. Which is funny if you think about the differences in those X companies entire org structure"  
[X Link](https://x.com/PythiaR/status/1971316657630085445) [@PythiaR](/creator/x/PythiaR) 2025-09-25T20:51Z 64.7K followers, 14.5K engagements


"New $ASML bear case just dropped: If they cant hit 40b Euro in 2027 they cant hit 60b Euro in 2030"  
[X Link](https://x.com/PythiaR/status/1978470964448137513) [@PythiaR](/creator/x/PythiaR) 2025-10-15T14:40Z 64.7K followers, 6957 engagements


"@CousinGraig @JerryCap Stocks flat over LTM"  
[X Link](https://x.com/PythiaR/status/1978846660127039795) [@PythiaR](/creator/x/PythiaR) 2025-10-16T15:33Z 64.7K followers, XXX engagements


"Everyone talking about AI and gold and decoupling and debasement And Im just wondering is $DHR gonna guide X or 5%"  
[X Link](https://x.com/PythiaR/status/1978543338417704981) [@PythiaR](/creator/x/PythiaR) 2025-10-15T19:27Z 64.7K followers, 8095 engagements


"@BillBrewsterTBB It's not even the only thing $CLPT is a partner with them on lol"  
[X Link](https://x.com/PythiaR/status/1975749940778340842) [@PythiaR](/creator/x/PythiaR) 2025-10-08T02:27Z 64.7K followers, 1315 engagements


"@hvntting @LongOnlyLarry Yup its a grind or you have to find a way to buy one. But books turn over more frequently than mutual fund firms 😉"  
[X Link](https://x.com/PythiaR/status/1978067827853533343) [@PythiaR](/creator/x/PythiaR) 2025-10-14T11:58Z 64.7K followers, XXX engagements


"@lexmutatio Is it a $CLPT partner"  
[X Link](https://x.com/PythiaR/status/1978450069683581313) [@PythiaR](/creator/x/PythiaR) 2025-10-15T13:17Z 64.7K followers, XXX engagements


"@zippytop71 Need to disaggregate it into maintenance/product/professional services etc. The maintenance piece which is what matters has not been below inflation"  
[X Link](https://x.com/PythiaR/status/1975967824519757907) [@PythiaR](/creator/x/PythiaR) 2025-10-08T16:53Z 64.7K followers, XXX engagements


"12% Mgmt was content to buy back stock at $1250 earlier this year with a XX% IRR hurdle"  
[X Link](https://x.com/PythiaR/status/1978573394057588820) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:27Z 64.7K followers, 39.6K engagements


"Yes now a man in waste management can afford this $GFL"  
[X Link](https://x.com/PythiaR/status/1978899822498451630) [@PythiaR](/creator/x/PythiaR) 2025-10-16T19:04Z 64.7K followers, 28.6K engagements


"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"  
[X Link](https://x.com/PythiaR/status/1852325398300037227) [@PythiaR](/creator/x/PythiaR) 2024-11-01T12:22Z 64.7K followers, 88.4K engagements


"My contra sold $PEP yesterday to buy $BHP so"  
[X Link](https://x.com/PythiaR/status/1976339110060310690) [@PythiaR](/creator/x/PythiaR) 2025-10-09T17:28Z 64.7K followers, 6378 engagements


"@TBU12345678 I mean gold has been the superior investment unfortunately but. theres still time"  
[X Link](https://x.com/PythiaR/status/1978292449492525511) [@PythiaR](/creator/x/PythiaR) 2025-10-15T02:50Z 64.7K followers, XXX engagements


"JPM on $ASML high/low/mid scenarios at their CMD. To reach low lithography would have to become substantially unimportant to the semiconductor industry. My note: all of these estimates are too low by several billion euro because $ASML sandbags their services guidance"  
[X Link](https://x.com/PythiaR/status/1975224024788779499) [@PythiaR](/creator/x/PythiaR) 2025-10-06T15:38Z 64.7K followers, 28.4K engagements


"PIKs getting toggled in record numbers $JNK $HYG $APO $BN $KKR $BX"  
[X Link](https://x.com/PythiaR/status/1978570008004292883) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:13Z 64.7K followers, 56.3K engagements


"@JerryCap $WCN $WST $FICO $SNPS $SYK"  
[X Link](https://x.com/PythiaR/status/1978837193650028836) [@PythiaR](/creator/x/PythiaR) 2025-10-16T14:55Z 64.7K followers, 2350 engagements


"@JaredKubin Growth is coming from price more than volume. Wafer volumes still running below 2021 highs price/wafer up nearly 2x. So argument is less capex needed to drive same revenue growth is some of it anyways no"  
[X Link](https://x.com/PythiaR/status/1978802315462357271) [@PythiaR](/creator/x/PythiaR) 2025-10-16T12:36Z 64.7K followers, 1744 engagements


"10% of GDP goes towards tech spend labor is around 50%. Not all of that is automateable but if some of it can be it meaningfully shifts GDP towards tech spend which is a big differentiator when thinking about the TAM for AI spend. Lightspeed Venture"  
[X Link](https://x.com/PythiaR/status/1975615940219052456) [@PythiaR](/creator/x/PythiaR) 2025-10-07T17:35Z 64.7K followers, 2977 engagements


"Why have all the IT services guys shit the bed the last 2-3 weeks $ACN $CTSH $DAVA $EPAM"  
[X Link](https://x.com/PythiaR/status/1953202767394423133) [@PythiaR](/creator/x/PythiaR) 2025-08-06T21:13Z 64.7K followers, 46.1K engagements


"Gold going parabolic It is still a commodity with capital cycles"  
[X Link](https://x.com/PythiaR/status/1978390140512026794) [@PythiaR](/creator/x/PythiaR) 2025-10-15T09:19Z 64.7K followers, 13.3K engagements


"@WaterworldCapi1 Is Scott Bessent your trader"  
[X Link](https://x.com/PythiaR/status/1978857488062488818) [@PythiaR](/creator/x/PythiaR) 2025-10-16T16:16Z 64.7K followers, XXX engagements


"$JNJ outperforming: $GOOG $MSFT $META $TSLA $AMZN $AAPL YTD. No alpha in large caps tho"  
[X Link](https://x.com/PythiaR/status/1976326670224416898) [@PythiaR](/creator/x/PythiaR) 2025-10-09T16:39Z 64.7K followers, 9472 engagements


"$TMO OpenAI partnership. When $DHR $RGEN $TWST OAI partnerships"  
[X Link](https://x.com/PythiaR/status/1978855377463644356) [@PythiaR](/creator/x/PythiaR) 2025-10-16T16:07Z 64.7K followers, 3456 engagements


"Interesting misconception. $TDG is not an oligopoly. It is a collection of monopolies"  
[X Link](https://x.com/PythiaR/status/1964376283384803443) [@PythiaR](/creator/x/PythiaR) 2025-09-06T17:12Z 64.7K followers, 24.3K engagements


"@S_curvecap $CSU.TO *ducks*"  
[X Link](https://x.com/PythiaR/status/1978836524629197120) [@PythiaR](/creator/x/PythiaR) 2025-10-16T14:52Z 64.7K followers, XXX engagements


"The robot on why commoditized antibody discovery will benefit $TWST"  
[X Link](https://x.com/PythiaR/status/1975240329487081949) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:42Z 64.7K followers, 4732 engagements


"$ROP more or less flat since 2021 $CSU.to a double All is okay with the world"  
[X Link](https://x.com/PythiaR/status/1955023453104509219) [@PythiaR](/creator/x/PythiaR) 2025-08-11T21:48Z 64.7K followers, 5474 engagements


"Theyre only growing X% *grows license & maintenance revenue ex FX 5-7% flexes up along with inflation* $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1973001953828565368) [@PythiaR](/creator/x/PythiaR) 2025-09-30T12:28Z 64.7K followers, 19.3K engagements


"McKesson basically outlining the Bioprocessing thesis. Overall drug spending X% CAGR to 2029 in the US & Canada Within that specialty (most of which is biologics) taking share from traditional (small molecule). $DHR $RGEN $TMO"  
[X Link](https://x.com/PythiaR/status/1978559375334899818) [@PythiaR](/creator/x/PythiaR) 2025-10-15T20:31Z 64.7K followers, 13.7K engagements


"@Invesquotes Its in my sleepy long only bucket along with $TDG $CSU.TO $TSM & $ASML. The rest of my PA is Pythia Pod Shop Capital LTD of course. No other way to do it"  
[X Link](https://x.com/PythiaR/status/1965776806885364021) [@PythiaR](/creator/x/PythiaR) 2025-09-10T13:58Z 64.7K followers, 2311 engagements


"Ex gov spending US GDP is flat to down - $WCN"  
[X Link](https://x.com/PythiaR/status/1951263171018367196) [@PythiaR](/creator/x/PythiaR) 2025-08-01T12:46Z 64.7K followers, 6525 engagements


"$420 Nah. $4200. Yaaaas"  
[X Link](https://x.com/PythiaR/status/1978286557166510094) [@PythiaR](/creator/x/PythiaR) 2025-10-15T02:27Z 64.7K followers, 4684 engagements


"Oh ya I bought some $CSU.TO today. Portfolio is brain surgery a literal gold mine EUV photography airplane seatbelts software Santa a semi-Taiwanese manufacturer and a laboratory for gits"  
[X Link](https://x.com/PythiaR/status/1962992859306721654) [@PythiaR](/creator/x/PythiaR) 2025-09-02T21:35Z 64.7K followers, 19.2K engagements


"but we are cutting our $DHR 2026 numbers"  
[X Link](https://x.com/PythiaR/status/1976279556748365995) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:32Z 64.7K followers, 2670 engagements


"Gonna need a lot more turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1976275102514999546) [@PythiaR](/creator/x/PythiaR) 2025-10-09T13:14Z 64.7K followers, 5590 engagements


"Another one for the we dont pay 50x earnings for HSD/LDD compounder pile"  
[X Link](https://x.com/PythiaR/status/1977877119905485225) [@PythiaR](/creator/x/PythiaR) 2025-10-13T23:20Z 64.7K followers, 100.3K engagements


"Is $TSM down (and all of semicap up) because its kind of blindingly obvious theyre gonna raise capex"  
[X Link](https://x.com/PythiaR/status/1978855071753343021) [@PythiaR](/creator/x/PythiaR) 2025-10-16T16:06Z 64.7K followers, 3748 engagements


"Alright so long post time: Over the past X years Ive experimented with extreme levels of concentration (70-90% in a single stock) In one case I lost about XX% of my investment in the other Ive roughly doubled my money. Just wanted to be transparent with some learnings. 1) initially I had a lot of comfort with the positions Twitter GCs with alt data people doing extreme levels of due diligence. Was great except it didnt really mean much in either case (the Fungus stock cratered CLPT had a near XX% drawdown). You can do all the work and have it not work out. This is why diversification exists."  
[X Link](https://x.com/PythiaR/status/1970997120065994793) [@PythiaR](/creator/x/PythiaR) 2025-09-24T23:41Z 64.7K followers, 199.7K engagements


"Ya think Google is in an interesting spot. Only full stack offering with tons of surface area to apply AI over + distribution. But wedded to an org that is known for frankly never having its shit together when it comes to product releases. Dont think it ever really deserved teens P/E and at mid 20s its not crazy at all"  
[X Link](https://x.com/PythiaR/status/1978886896190394524) [@PythiaR](/creator/x/PythiaR) 2025-10-16T18:12Z 64.7K followers, XX engagements


"$TWST is basically the TSMC for synthetic DNA where the bottleneck is shifting from design (you can run models to simulate antibodies AI will continue to improve that) to production (you can run a thousand models you still have to actually test them in the real world). Cc @peter_mantas"  
[X Link](https://x.com/PythiaR/status/1975238629359604037) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:36Z 64.7K followers, 12.1K engagements


"Wait is $TDG down X% because of this lol"  
[X Link](https://x.com/PythiaR/status/1978494057895559192) [@PythiaR](/creator/x/PythiaR) 2025-10-15T16:11Z 64.7K followers, 20K engagements


"JPM takeaways from the Bioprocessing International Conference $DHR $RGEN $TMO"  
[X Link](https://x.com/PythiaR/status/1968703229161591223) [@PythiaR](/creator/x/PythiaR) 2025-09-18T15:46Z 64.7K followers, 10.1K engagements


"Why would I buy a REIT at a X% cap rate when I can make that in XX minutes in the stock market"  
[X Link](https://x.com/PythiaR/status/1975966010869240172) [@PythiaR](/creator/x/PythiaR) 2025-10-08T16:46Z 64.7K followers, 58.9K engagements


"@viggy_krishnan Ah didnt see the MS cut. Certainly not crazy to be asking them to step up research have heard that as a bear case for defence cos that theyre going to have to become more R&D intensive and step it up. But such a small part of TDGs business and theyre so below the radar"  
[X Link](https://x.com/PythiaR/status/1978500095298392377) [@PythiaR](/creator/x/PythiaR) 2025-10-15T16:35Z 64.7K followers, XXX engagements


"YTD: $BAM +3% $TPG -XX% $BX -XX% $KKR: -XX% $APO -XX% LTM $BAM outperforming peers by 25-40%"  
[X Link](https://x.com/PythiaR/status/1933171616466563440) [@PythiaR](/creator/x/PythiaR) 2025-06-12T14:36Z 64.7K followers, 7710 engagements


"At $X you were buying $CLPT below replacement cost"  
[X Link](https://x.com/PythiaR/status/1978581042584768515) [@PythiaR](/creator/x/PythiaR) 2025-10-15T21:57Z 64.7K followers, 19.9K engagements


"The best public schools are that way in large part because rich often educated and engaged parents can pay for things but also they volunteer get involved hold teachers to account push for enrichment for their kids etc. For society though the problem is when self interested rich parents remove their kids from the system the system suffers. I dont blame rich parents for doing this but as a society we need to consider what happens. Private schools create a perverse incentive and negative flywheel. More rich kids leave = public schools get worse = more rich kids leave = public schools get worse."  
[X Link](https://x.com/PythiaR/status/1977723519346884675) [@PythiaR](/creator/x/PythiaR) 2025-10-13T13:10Z 64.7K followers, 44K engagements


"Every time E&S CR hit XX you had a bad time. Every time it hit 95-100+ you had a good time. $RYAN"  
[X Link](https://x.com/PythiaR/status/1967684409412424022) [@PythiaR](/creator/x/PythiaR) 2025-09-15T20:18Z 64.7K followers, 4290 engagements


"Think this is the correct take & you can see the evidence of it in $TOI.V and $LMN.V. But it may take time for the market to appreciate that"  
[X Link](https://x.com/PythiaR/status/1971208340937249143) [@PythiaR](/creator/x/PythiaR) 2025-09-25T13:41Z 64.7K followers, 15.3K engagements


"Pretty much every significant $CLPT holder has known and tracked $QURE for well over a year now. So its funny to see this wave of generalist interest flood into it + also how little corresponding attention $CLPT has received from the health care accounts on here"  
[X Link](https://x.com/PythiaR/status/1975684122191561103) [@PythiaR](/creator/x/PythiaR) 2025-10-07T22:06Z 64.7K followers, 13.2K engagements


"Port after todays fun: $CLPT XX% $CSU.TO XX% $ASML XX% $RPID XX% $TDG X% $IAG calls of various strikes X% $RGEN X% $TSM XXX% $SNPS XXX% $SMNEY 2%"  
[X Link](https://x.com/PythiaR/status/1970953042372751494) [@PythiaR](/creator/x/PythiaR) 2025-09-24T20:46Z 64.7K followers, 15.6K engagements


"Got my wish for sad reasons unfortunately. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1971239196028514492) [@PythiaR](/creator/x/PythiaR) 2025-09-25T15:43Z 64.7K followers, 8833 engagements


"$CLPT is the next $ISRG"  
[X Link](https://x.com/PythiaR/status/1973480270155358342) [@PythiaR](/creator/x/PythiaR) 2025-10-01T20:08Z 64.7K followers, 20.5K engagements


"The robot on how antibody R&D is done $TWST"  
[X Link](https://x.com/PythiaR/status/1975240124914147516) [@PythiaR](/creator/x/PythiaR) 2025-10-06T16:41Z 64.7K followers, 5610 engagements