# ![@RichardWedekin1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4601827937.png) @RichardWedekin1 Wedekind Research

Novo Nordisk ($NVO) and Copart ($CPRT) are seeing significant attention due to their strong fundamentals and potential buying opportunities after recent drawdowns. Several analysts are optimistic about $NVO, citing its double-digit revenue growth over [--] quarters and impressive financials. Meanwhile, $CPRT is noted for its history of bouncing back from corrections, with its stock near the 200-day simple moving average, which often acts as support.

### Engagements: [-----] [#](/creator/twitter::4601827937/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:interactions.svg)

- [--] Week [-------] +56%
- [--] Month [-------] +8.10%
- [--] Months [---------] -52%
- [--] Year [---------] +2,481%

### Mentions: [--] [#](/creator/twitter::4601827937/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:posts_active.svg)

- [--] Week [---] +6.10%
- [--] Month [---] +20%
- [--] Months [-----] +29%
- [--] Year [-----] +293%

### Followers: [-----] [#](/creator/twitter::4601827937/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:followers.svg)

- [--] Week [-----] +3.40%
- [--] Month [-----] +10%
- [--] Months [-----] +40%
- [--] Year [-----] +744%

### CreatorRank: [-------] [#](/creator/twitter::4601827937/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4601827937/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.13% [finance](/list/finance)  39.16% [technology brands](/list/technology-brands)  27.27% [cryptocurrencies](/list/cryptocurrencies)  11.19% [automotive brands](/list/automotive-brands)  3.5% [social networks](/list/social-networks)  2.8% [luxury brands](/list/luxury-brands)  2.1% [financial services](/list/financial-services)  #654 [exchanges](/list/exchanges)  1.4% [countries](/list/countries)  1.4%

**Social topic influence**
[stocks](/topic/stocks) 8.39%, [ai](/topic/ai) 6.99%, [in the](/topic/in-the) 6.99%, [$tpl](/topic/$tpl) #8, [$now](/topic/$now) #149, [$nvo](/topic/$nvo) #159, [$path](/topic/$path) #107, [$fico](/topic/$fico) #16, [$csu](/topic/$csu) #44, [$vrsk](/topic/$vrsk) #1

**Top accounts mentioned or mentioned by**
[@trem0nia09](/creator/undefined) [@saylor](/creator/undefined) [@hap0606](/creator/undefined) [@marktenjoyer](/creator/undefined) [@chartingchris](/creator/undefined) [@cannainform](/creator/undefined) [@michaeljburry](/creator/undefined) [@davidein](/creator/undefined) [@thelonginvest](/creator/undefined) [@aktienmax](/creator/undefined) [@alc2022](/creator/undefined) [@fundstrat](/creator/undefined) [@leonelissen](/creator/undefined) [@georgeoomm32323](/creator/undefined) [@yorxt](/creator/undefined) [@jomasilva88](/creator/undefined) [@wealthyreadings](/creator/undefined) [@valuescreener](/creator/undefined) [@cryptolyxe](/creator/undefined) [@billackman](/creator/undefined)

**Top assets mentioned**
[Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Now Coin (NOW)](/topic/$now) [Novo-Nordisk (NVO)](/topic/$nvo) [UiPath, Inc. (PATH)](/topic/$path) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Adobe, Inc. (ADBE)](/topic/$adbe) [SAP SE (SAP)](/topic/$sap) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Zscaler Inc (ZS)](/topic/$zs) [Hamilton Insurance Group, Ltd. (HG)](/topic/$hg) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Figma, Inc. (FIG)](/topic/$fig) [Bitcoin (BTC)](/topic/bitcoin) [Arista Networks Inc (ANET)](/topic/$anet) [MercadoLibre Inc (MELI)](/topic/$meli) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Davita Inc (DVA)](/topic/$dva) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Ferrari N.V. (RACE)](/topic/$race) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Okta Inc (OKTA)](/topic/$okta) [Copart, Inc. (CPRT)](/topic/$cprt) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Klarna Group plc (KLAR)](/topic/$klar) [Reddit, Inc.  (RDDT)](/topic/$rddt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Gartner Inc (IT)](/topic/$it) [Robert Half International Inc (RHI)](/topic/$rhi) [Paycom Software Inc (PAYC)](/topic/$payc) [AppLovin Corporation (APP)](/topic/applovin) [Oracle Corporation (ORCL)](/topic/$orcl) [Salesforce Inc (CRM)](/topic/$crm) [Fiserv Inc (FISV)](/topic/$fisv) [Strategy (MSTR)](/topic/$mstr) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some companies make real money others just pretend to $VRSK FCF-Margin is almost identical with the SBC-adjusted FCF-Margin ✅ $ADBE and $DUOL also look good $RBRK $TEAM and $SNOW are only profitable because of stock based compensation "A wolf in sheep's clothing" https://twitter.com/i/web/status/2020162739016982770 https://twitter.com/i/web/status/2020162739016982770"  
[X Link](https://x.com/RichardWedekin1/status/2020162739016982770)  2026-02-07T15:48Z [----] followers, [----] engagements


"Opendoor $OPEN just went from Delisting to a Five Bagger. $CVNA like behavior"  
[X Link](https://x.com/RichardWedekin1/status/1947201585831940542)  2025-07-21T07:46Z [----] followers, [----] engagements


"DaVita $DVA is a Buyback Monster The company has reduced the number of outstanding shares by 66% from 209M to 71.5M Thats a CAGR of 13.5% The current Buyback Yield is 18.6% This makes it clear why Buffett loves the stock https://twitter.com/i/web/status/1961328499928547643 https://twitter.com/i/web/status/1961328499928547643"  
[X Link](https://x.com/RichardWedekin1/status/1961328499928547643)  2025-08-29T07:22Z [----] followers, [----] engagements


"LSEG Data shows $LSEG could be ready for a bounce"  
[X Link](https://x.com/RichardWedekin1/status/1961752127111348506)  2025-08-30T11:25Z [----] followers, [----] engagements


"Rough Year for Rating/Analytics Companies like $FDS $MORN and $IT The AI Impact"  
[X Link](https://x.com/RichardWedekin1/status/1968800479862726932)  2025-09-18T22:13Z [----] followers, [----] engagements


"The Big BuyBack Overview I added the following Buyback Monsters Atkore $ATKR Xerox $XRX Davita $DVA Davita reduced its share count by 60% over the last [--] years scoring a 11.3% reduction on average. Berkshire is the biggest Shareholder Lets talk about Buybacks You know I like $PLUS for them But $SYF and $BHF managed it to buy back more than 50% of theire own shares over the last [--] years $AN is on a whole nother level Mohnish Pabrai bought it in Q2 What would you add https://t.co/uwHIWur1Fu Lets talk about Buybacks You know I like $PLUS for them But $SYF and $BHF managed it to buy back more"  
[X Link](https://x.com/RichardWedekin1/status/1970509714879365387)  2025-09-23T15:25Z [----] followers, [----] engagements


"The Job Market is so bad Robert Half is approaching Covid-Bottom Prices We talk about a 12-Year Support Zone $RHI"  
[X Link](https://x.com/RichardWedekin1/status/1970605290753343917)  2025-09-23T21:44Z [----] followers, [----] engagements


"$DVA Davita buys back its own shares permanently. $BRKb must therefore sell shares in order not to exceed the 45% threshold. That's currently pushing the price down. Davita is a buyback monster I think this is a great opportunity to buy the stock"  
[X Link](https://x.com/RichardWedekin1/status/1984260750148550826)  2025-10-31T14:06Z [----] followers, [----] engagements


"$NEM.DE Nemetschek managed it to give away a 41% gain this year 📉 I had almost doubled my investment now Im up only 20% again. You ask me if it hurts Yes yes it hurts"  
[X Link](https://x.com/RichardWedekin1/status/1985696598417162559)  2025-11-04T13:12Z [----] followers, [---] engagements


"$RHI Returning to the 15Y VPOC is crazy 💀 The Job Market is so bad Robert Half is approaching Covid-Bottom Prices We talk about a 12-Year Support Zone $RHI https://t.co/COX3ScuB90 The Job Market is so bad Robert Half is approaching Covid-Bottom Prices We talk about a 12-Year Support Zone $RHI https://t.co/COX3ScuB90"  
[X Link](https://x.com/RichardWedekin1/status/1987961990254374927)  2025-11-10T19:14Z [----] followers, [----] engagements


"$FDS Earnings Review 📑 EPS = $4.51 vs $4.38 Organic ASV was $2.39B up 5.9% Y/Y Operational: Client count was [----] a net increase of [--] clients Annual ASV retention was greater than 95% Share Repurchase Program: FactSet repurchased [------] shares of its common stock for $139.9M at an average price of $292.61 during Q1/26. Board of Directors approved an additional $600M in share repurchase authority up to $1B FY/26 Expectations: GAAP Operating Margin is expected to be in the range of 29.5% to 31.0% GAAP diluted EPS is expected to be in the range of $14.55 to $15.25 Adjusted diluted EPS is"  
[X Link](https://x.com/RichardWedekin1/status/2001775900132597930)  2025-12-18T22:05Z [----] followers, [---] engagements


"Welcome to a new episode of Charts that make you cry Featuring [--]. $VITb [--]. $PAYC [--]. $UBIP [--]. $S"  
[X Link](https://x.com/RichardWedekin1/status/2002736293898485769)  2025-12-21T13:41Z [----] followers, [----] engagements


"In rare cases some stocks actually come back What a chart 000660.KS $HXSCL"  
[X Link](https://x.com/RichardWedekin1/status/2008487423093948807)  2026-01-06T10:34Z [----] followers, [---] engagements


"Texas Pacific Land got caught again $TPL"  
[X Link](https://x.com/RichardWedekin1/status/2011109323146215620)  2026-01-13T16:13Z [----] followers, [---] engagements


"This is my updated Portfolio for the end of january I bought more $ZS which is why the position makes up 4.2% of my portfolio now. I think this is enough $NEM.DE is down to 3.5% not because I sold. (Yes the 45% drawdown hurts my feelings) $PATH is now also visible I will further increase this position everytime the market punishes the stock. I have made some fundamental changes in my portfolio It was quite difficult for me but I sold my shares in Realty Income to buy into some more promising stocks. I bought additional shares in: UiPath $PATH (15 for 1194) EIS $EIS.AT (90 for 198) Zscaler $ZS"  
[X Link](https://x.com/RichardWedekin1/status/2013675656735789524)  2026-01-20T18:11Z [----] followers, [----] engagements


"Its probably time to buy some shares of AppLovin $APP"  
[X Link](https://x.com/RichardWedekin1/status/2014374546803925291)  2026-01-22T16:28Z [----] followers, [----] engagements


"I'm not saying that it will happen but Im saying that I would understand it $RACE 🐎"  
[X Link](https://x.com/RichardWedekin1/status/2014722089643557034)  2026-01-23T15:29Z [----] followers, [----] engagements


"You dont own enough copper But I can help you out. Here are the most common ways to profit from a rising copper price: [--]. Copper Futures $HG volatile short-term [--]. Copper Miners $COPX / $ASWD diversified long-term [--]. Established Players $FCX / $ANTO conviction long-term [--]. Moonshots $USCU speculative highly volatile long-term In my opinion global copper miners are the smartest option since the byproducts of copper mining are silver and gold. These companies are making a lot of money anyway. Not financial advice Keine Anlageberatung https://twitter.com/i/web/status/2015079266128744512"  
[X Link](https://x.com/RichardWedekin1/status/2015079266128744512)  2026-01-24T15:08Z [----] followers, 16.3K engagements


"After the stock nearly halved due to high valuation and AI concerns J.P. Morgan has raised its price target for Nemetschek from [--] to [---] and upgraded its rating from underweight to overweight. The stock is now also on the investment bank's "Analyst Focus List" besides SAP. The analyst Joseph George views AI as more of an opportunity than a threat for Nemetschek. $NEM.DE is up 8% today 📈 https://twitter.com/i/web/status/2015687595649270143 https://twitter.com/i/web/status/2015687595649270143"  
[X Link](https://x.com/RichardWedekin1/status/2015687595649270143)  2026-01-26T07:25Z [----] followers, [---] engagements


"Probably the spot to buy shares of Qualcom just before the stock jumps 300% just because its a semi stock Not financial advice $QCOM"  
[X Link](https://x.com/RichardWedekin1/status/2016520720340210087)  2026-01-28T14:36Z [----] followers, [----] engagements


"MSCI Inc. Q4 Earnings Recap📑 EPS = $4.66 vs $4.60 ☑ Revenue = $822M (in line) Retention Rate of 93.4% "MSCI is well positioned to benefit from AI and use it to increase the value of our solutions Henry A. Fernandez Chairman and CEO of MSCI The company reported the 11th straight year of double-digit adjusted EPS growth and a record asset-based-fee run rate driven by record inflows into ETF products linked to the indexes. $MSCI is up 5% today 📈 https://twitter.com/i/web/status/2016559189850517573 https://twitter.com/i/web/status/2016559189850517573"  
[X Link](https://x.com/RichardWedekin1/status/2016559189850517573)  2026-01-28T17:09Z [----] followers, [---] engagements


"Copper now also broke out on the COMEX chart The $6 resistance is gone 📈 $HG The time to buy copper cheap is almost over Price went to $6/lb today $HG https://t.co/RuiG3jYIfG The time to buy copper cheap is almost over Price went to $6/lb today $HG https://t.co/RuiG3jYIfG"  
[X Link](https://x.com/RichardWedekin1/status/2016758021603443158)  2026-01-29T06:19Z [----] followers, [----] engagements


"Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% 📉 $SAP SAP $SAP Q3 [--] results Revenue 8470M Q3 [--] 7744M +9% 🟢 Est. 8452M beat 🟢 EPS [----] Q3 [--] [----] +15% 🟢 Est. [----] beat 🟢 Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% https://t.co/6pcd73QJK1 SAP $SAP Q3 [--] results Revenue 8470M Q3 [--] 7744M +9% 🟢 Est. 8452M beat 🟢 EPS [----] Q3 [--] [----] +15% 🟢 Est. [----] beat 🟢 Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% https://t.co/6pcd73QJK1"  
[X Link](https://x.com/RichardWedekin1/status/2016793732738138562)  2026-01-29T08:41Z [----] followers, [----] engagements


"Its crazy to see market darlings get punished like this Mr. Market Classic $NOW $SAP"  
[X Link](https://x.com/RichardWedekin1/status/2016814187045937272)  2026-01-29T10:02Z [----] followers, [----] engagements


"You already know what I want to say The stock hit the SMA200 and will probabaly take a short break/bounce here But after that there will be more downside I guess. Dream buy-target would be [---] $SAP Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% 📉 $SAP https://t.co/HQ0sUhivBf Cloud backlog 15.4B up 25% YoY Cloud revenue up 25% Cloud ERP Suite up 34% The Stock: -12% 📉 $SAP https://t.co/HQ0sUhivBf"  
[X Link](https://x.com/RichardWedekin1/status/2016882056458899918)  2026-01-29T14:32Z [----] followers, [----] engagements


"Copper Just zoom out you see a textbook play The price broke out on the weekly timeframe and got rejected by the trendline on the 5W chart. $HG Copper now also broke out on the COMEX chart The $6 resistance is gone 📈 $HG https://t.co/Alpy4SRZCe Copper now also broke out on the COMEX chart The $6 resistance is gone 📈 $HG https://t.co/Alpy4SRZCe"  
[X Link](https://x.com/RichardWedekin1/status/2017179748783329281)  2026-01-30T10:15Z [----] followers, [---] engagements


"If you ask $GOOG Gemini to rank some of the top software companies on a scale indicating the strength of the moat using $ASML as a reference because it holds an absolute monopoly the result is as follows: [--]. $FICO coming really close [--]. $MSFT $ORCL [--]. $CSU Workflow Giants [--]. $NOW $TEAM $WDAY $CRM $HUBS https://twitter.com/i/web/status/2017195900536226252 https://twitter.com/i/web/status/2017195900536226252"  
[X Link](https://x.com/RichardWedekin1/status/2017195900536226252)  2026-01-30T11:19Z [----] followers, [----] engagements


"Looking at the price movements of [--]. $FICO [--]. $ADBE [--]. $TEAM [--]. $CSU [--]. $PAYC and every internet stock in the 90s now is probabaly the time to sell it all. Going up in a straight line usually means underperformance over the next [--] years due to narrative shifts overvaluation etc. Yes I know we talk about the companies with the highest quality. Key word is today What do Amphenol Comfort Systems and KLA all have in common They have all outperformed the S&P [---] in [--] of the last [--] years. So that's not [--] years overall. Each individual year they've been consistently outperforming."  
[X Link](https://x.com/RichardWedekin1/status/2017229782434316754)  2026-01-30T13:33Z [----] followers, [----] engagements


"I think we can all agree on the fact that altcoins are dead now 🪦 Yen Carry Trade It apparently doesn't matter how good your chain is how strong your ecosystem is booming how many bonds have been tokenized etc. When liquidity is lacking prices fall. $HODL $VTOP"  
[X Link](https://x.com/RichardWedekin1/status/2017610384421585077)  2026-01-31T14:46Z [----] followers, [---] engagements


"Breaking Metaplantes unrealized losses now account for 28% of total marketcap 🚨 $MTPLF"  
[X Link](https://x.com/RichardWedekin1/status/2017688039313608781)  2026-01-31T19:54Z [----] followers, [---] engagements


"@saylor You ever heard about junk bonds"  
[X Link](https://x.com/RichardWedekin1/status/2017769647135760678)  2026-02-01T01:19Z [----] followers, [---] engagements


"Silver opens up 3% 📈 Natural Gas is down 16% 📉 $SI $NG"  
[X Link](https://x.com/RichardWedekin1/status/2018112382023725122)  2026-02-02T00:01Z [----] followers, [---] engagements


"Nemetschek is historically cheap The stock is also a victim of the current sell-off in the software sector. Over the last ten years the stock has experienced four major crashes but due to the company's double-digit growth each drawdown was a buying opportunity The company announced last week that revenue grew by 22.6% in FY25 and exceeded the 1B mark for the first time. $NEM.DE https://twitter.com/i/web/status/2018324998792810583 https://twitter.com/i/web/status/2018324998792810583"  
[X Link](https://x.com/RichardWedekin1/status/2018324998792810583)  2026-02-02T14:05Z [----] followers, [---] engagements


"Oracle is heading for its biggest drawdown in over [--] years $ORCL"  
[X Link](https://x.com/RichardWedekin1/status/2018436386848743535)  2026-02-02T21:28Z [----] followers, [---] engagements


"Druckenmiller striking again 📈 $WWD"  
[X Link](https://x.com/RichardWedekin1/status/2018445756034949267)  2026-02-02T22:05Z [----] followers, [---] engagements


"Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss 🔄 Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL PayPal will publish Q4/25 earnings in the next two hours 📑 Expected EPS = $1.29 Revenue = $8.79B TM$ = $4.07B $PYPL https://t.co/tJYtbzmjdB PayPal will publish Q4/25 earnings in the next two hours 📑 Expected EPS = $1.29 Revenue = $8.79B TM$ = $4.07B $PYPL https://t.co/tJYtbzmjdB"  
[X Link](https://x.com/RichardWedekin1/status/2018672796369395905)  2026-02-03T13:07Z [----] followers, [----] engagements


"I honestly think we are in the capitulation phase of Software now $IT $TEAM $DUOL"  
[X Link](https://x.com/RichardWedekin1/status/2018694481323721103)  2026-02-03T14:34Z [----] followers, [----] engagements


"Atlassian now trades at a P/FCF of [--] Fwd EV/FCF is [--] What in the world $TEAM Im not invested but I feel your pain $TEAM https://t.co/6qNFqvS4KX Im not invested but I feel your pain $TEAM https://t.co/6qNFqvS4KX"  
[X Link](https://x.com/RichardWedekin1/status/2018722739679293721)  2026-02-03T16:26Z [----] followers, [---] engagements


"After yesterdays market selloff $CSU trades at a FCF-Yield of 7% Companies like Constellation Software usually dont trade at FCF-Yileds of more than 7% Mr. Market is depressed"  
[X Link](https://x.com/RichardWedekin1/status/2018962509013606649)  2026-02-04T08:19Z [----] followers, [---] engagements


"The funny thing is that investors were scared Figma could replace Adobe so Adobe went down In reality Figma gets disrubted by vibe coding $ADBE $FIG AI Wont Replace Software Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP https://t.co/neG9cnIfi3 AI Wont Replace Software Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP https://t.co/neG9cnIfi3"  
[X Link](https://x.com/RichardWedekin1/status/2019104988258267192)  2026-02-04T17:45Z [----] followers, [---] engagements


"Alphabet Earnings are out 🔎 EPS = $2.82 vs. $2.64 ✅ YouTube revenue exceeded $60B for th FY25 Google Cloud revenues increased 48% to $17.7B Net income increased 30% EPS increased 31% to $2.82 Full Year Capex = $91.5B Repurchases of stock = $45.7B The stock is up 1% AH $GOOG $GOOGL https://twitter.com/i/web/status/2019156387708944568 https://twitter.com/i/web/status/2019156387708944568"  
[X Link](https://x.com/RichardWedekin1/status/2019156387708944568)  2026-02-04T21:09Z [----] followers, [----] engagements


"Breaking Altcoins breaking out against Bitcoin 📈 $OTHERSBTC Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again [--]. [----] is going to be THE altcoin year https://t.co/RNrbRdqW7P Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again [--]. [----] is going to be THE altcoin year https://t.co/RNrbRdqW7P"  
[X Link](https://x.com/RichardWedekin1/status/2019164039134539842)  2026-02-04T21:39Z [----] followers, [---] engagements


"@Trem0nia09 Ich kenne mich mit dem Unternehmen nicht aus. Was sind deiner Ansicht nach die Wachstumstreiber"  
[X Link](https://x.com/RichardWedekin1/status/2019164996064710985)  2026-02-04T21:43Z [----] followers, [--] engagements


"The stock of this company is down 68% from its all-time-high $NVO"  
[X Link](https://x.com/RichardWedekin1/status/2019395113089372634)  2026-02-05T12:58Z [----] followers, [---] engagements


"$RLUSD 24h volume hits $440M Permissioned Domains are now live on XRPL Mainnet and Permissioned DEX has achieved validator consensus to activate in [--] weeks Soon the full "permissioning stack" will be available for institutions to access compliant liquidity pools on XRPL. ✅ Credentials: Verifiable Permissioned Domains are now live on XRPL Mainnet and Permissioned DEX has achieved validator consensus to activate in [--] weeks Soon the full "permissioning stack" will be available for institutions to access compliant liquidity pools on XRPL. ✅ Credentials: Verifiable"  
[X Link](https://x.com/RichardWedekin1/status/2019402009934463315)  2026-02-05T13:25Z [----] followers, [---] engagements


"Eyes on Microsoft we have been here before Even the best stocks have big drawdowns. $MSFT"  
[X Link](https://x.com/RichardWedekin1/status/2019423334321254642)  2026-02-05T14:50Z [----] followers, [---] engagements


"Ouch $PYPL $FISV Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss 🔄 Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL https://t.co/cZr2AM0p6l Holy Painpal EPS = $1.23 vs $1.29 ❌ Revenue = $8.68B vs $8.79B ❌ CEO Change Alex Chriss 🔄 Enrique Lores PayPal now officially has the worst stock performance of a still running/cash producive business in history. $PYPL https://t.co/cZr2AM0p6l"  
[X Link](https://x.com/RichardWedekin1/status/2019428382505857301)  2026-02-05T15:10Z [----] followers, [----] engagements


"Its leveraged Bitcoin works in both directions. $MSTR $BTC"  
[X Link](https://x.com/RichardWedekin1/status/2019479683029496023)  2026-02-05T18:34Z [----] followers, [---] engagements


"@WealthyReadings $DUOL and $TWLO are more than questionable"  
[X Link](https://x.com/RichardWedekin1/status/2019490074241728943)  2026-02-05T19:15Z [----] followers, [---] engagements


"Amazons TTM Free Casflow went from $47.7B in Q3/24 to $11.2B in Q4/25 Thats a decrease by 76.5% $AMZN"  
[X Link](https://x.com/RichardWedekin1/status/2019553499244097912)  2026-02-05T23:27Z [----] followers, [---] engagements


"The results convinced investors ✅ Vitec is attempting a comeback $VITB Vitec Software drops to its lowest valuations in the past ten years $VITB https://t.co/kGHjmRqQHK Vitec Software drops to its lowest valuations in the past ten years $VITB https://t.co/kGHjmRqQHK"  
[X Link](https://x.com/RichardWedekin1/status/2019817106297209138)  2026-02-06T16:54Z [----] followers, [----] engagements


"The entire $BTC Maxi Bull Case is cracking in front of everyones eyes. Esptein Fake Bitcoin Forced Selling There is practically no reason to be invested anymore. 🚨BITHUMB MADE [------] FAKE BITCOIN On Friday a system glitch let Bithumb distribute [------] $BTC that never existed on the blockchain. The exchange only had [---] $BTC on its own books and [-----] BTC for customers yet its ledger treated fake coins as real. South Korean https://t.co/ZXznWSHEdH 🚨BITHUMB MADE [------] FAKE BITCOIN On Friday a system glitch let Bithumb distribute [------] $BTC that never existed on the blockchain. The exchange"  
[X Link](https://x.com/RichardWedekin1/status/2020495518116503811)  2026-02-08T13:50Z [----] followers, [---] engagements


"@value_screener I would say Nemetschek Verisk and TPL are coming close. None of them is cheap measured by P/E but some are worth a look right now"  
[X Link](https://x.com/RichardWedekin1/status/2020836683395301732)  2026-02-09T12:26Z [----] followers, [--] engagements


"@CannaInform @michaeljburry @davidein @TheLongInvest @aktien_max @alc2022 @saylor @fundstrat $PYPL 💀"  
[X Link](https://x.com/RichardWedekin1/status/2020979039872155803)  2026-02-09T21:52Z [----] followers, [---] engagements


"Oscar has gained [---] million new members YoY 📈 Revenue went up 17% YoY in Q4/25 to $2.8B Medical Loss Ratio went up to 95.4% 🚨 $OSCR https://twitter.com/i/web/status/2021183137150009624 https://twitter.com/i/web/status/2021183137150009624"  
[X Link](https://x.com/RichardWedekin1/status/2021183137150009624)  2026-02-10T11:23Z [----] followers, [----] engagements


"Many software stocks have lost 30% to 40% of their value in the last month. Texas Pacific Land has gained that same amount in value 📈 Capital rotates $TPL"  
[X Link](https://x.com/RichardWedekin1/status/2022350609505251483)  2026-02-13T16:42Z [----] followers, [---] engagements


"The swing of the pendulum The shocking news has arrived. Now there is nothing positive to report. There is no bull case because everyone has given up. I'm not claiming there will be a V-shaped recovery but I know that a pendulum swings first in one direction and then in the other. Howard Marks knows this. $STLA Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The company expects a 2H25 net loss of up to 21B and a low single-digit operating margin including 1.6B in tariff costs. Most charges tie to scrapping or"  
[X Link](https://x.com/RichardWedekin1/status/2019743459972657552)  2026-02-06T12:02Z [----] followers, [---] engagements


"GoDaddy is a beautiful business Free Cashflow went up by 28.5% on average for more than a decade and the FCF-Margin is improving year-by-year $GDDY"  
[X Link](https://x.com/RichardWedekin1/status/2020272696412770659)  2026-02-07T23:05Z [----] followers, [---] engagements


"@michaeljburry got nuked with $MOH @davidein got nuked with $KD @TheLongInvest got nuked with $HIMS @aktien_max got nuked with $HIMS @alc2022 got nuked with $DUOL @saylor got nuked with $BTC @fundstrat got nuked with $ETH Wild Times"  
[X Link](https://x.com/RichardWedekin1/status/2020976525642957090)  2026-02-09T21:42Z [----] followers, [---] engagements


"Are you not entertained $TPL Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low 📈 Now the Stock is down 50% 📉 $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested https://t.co/LDHxtK3KVf Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low 📈 Now the Stock is down 50% 📉 $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested https://t.co/LDHxtK3KVf"  
[X Link](https://x.com/RichardWedekin1/status/2021260879283576843)  2026-02-10T16:32Z [----] followers, [----] engagements


"Inspire Medical Systems 1Y = -72% 5Y = -73% Okay cool $INSP"  
[X Link](https://x.com/RichardWedekin1/status/2021911437614981375)  2026-02-12T11:37Z [----] followers, [---] engagements


"If you want to own shares of $WIX $55 looks like your entry"  
[X Link](https://x.com/RichardWedekin1/status/2021959907898273860)  2026-02-12T14:49Z [----] followers, [---] engagements


"Great article worth a read Tank you for this @LeoNelissen Long $TPL https://t.co/PbF85vwx4m https://t.co/PbF85vwx4m"  
[X Link](https://x.com/RichardWedekin1/status/2022003280298356879)  2026-02-12T17:42Z [----] followers, [----] engagements


"Thank you for [-----] Followers ❤"  
[X Link](https://x.com/RichardWedekin1/status/2022395129798254683)  2026-02-13T19:39Z [----] followers, [---] engagements


"UiPath $PATH is a lost company But a lost company with [----] Customers with $100k+ ARR and [-----] Total Customers Wallstreet does not care currently. I like it when Wallstreet does not care"  
[X Link](https://x.com/RichardWedekin1/status/1963704399638716906)  2025-09-04T20:43Z [----] followers, [----] engagements


"The return of hydrogen stocks $PLUG / $BLDP / $ITM / $NEL"  
[X Link](https://x.com/RichardWedekin1/status/1975117449143148742)  2025-10-06T08:34Z [----] followers, [----] engagements


"$TW I would love to see -50%"  
[X Link](https://x.com/RichardWedekin1/status/1975427511233486938)  2025-10-07T05:06Z [----] followers, [---] engagements


"Cantillon Capital Management Q3/25 Update 🔎 AUM $18B William von Mueffling was mainly a seller but increased his positions in $TW and $ADBE Biggest position is still $AVGO Stake in $ECL reduced by 93%"  
[X Link](https://x.com/RichardWedekin1/status/1984234652614418644)  2025-10-31T12:23Z [----] followers, [----] engagements


"If I had $100.000 to invest into a Microcap Portfolio it would look like this [--]. $ILYDA.AT Ilyda $25k [--]. $CYB Cyberoo $20k [--]. $EIS.AT European Innovation $20k [--]. $TPG.DE Platform Group $20k [--]. $RMB Rumbu $15k"  
[X Link](https://x.com/RichardWedekin1/status/1999995687992488328)  2025-12-14T00:11Z [----] followers, [----] engagements


"Companies with a high net cash position compared to theire marketcap*💵 [--]. $JD 42% [--]. $PDD 36.9% [--]. $ADYEN 28.6% [--]. $PLUS.L 24.4% [--]. $BRKb 23.5% [--]. $OKTA 15.7% [--]. $NTDOY 12.5% *as of the latest report"  
[X Link](https://x.com/RichardWedekin1/status/2004955761659842879)  2025-12-27T16:41Z [----] followers, [----] engagements


"I have updated this list with Grab and Pop Mart [--]. $PDD 57.9% [--]. $JD 41.1% [--]. $BRKb 35.6% [--]. $GRAB 31.6% [--]. $PLUS 31.3% [--]. $ADYEN 22.3% [--]. $OKTA 21.9% [--]. $CPRT 17.1% [--]. $NTDOY 15.8% [--]. $PMRTY  14.9% [--]. $NOW 📷 12.4% [--]. $ANET 📷 10.6% *Based on analysts' estimates for [----] via Companies with the highest expected net cash positions* relative to theire current marketcap 💵 [--]. $PDD  57.9% [--]. $JD  41.1% [--]. $BRKb 35.8% [--]. $PLUS 31.3% [--]. $ADYEN 22.3% [--]. $OKTA 21.7% [--]. $CPRT 17.1% [--]. $NTDOY 15.7% [--]. $NOW 12.4% [--]. $ANET Companies with the highest expected net cash positions* relative to theire"  
[X Link](https://x.com/RichardWedekin1/status/2006990971473424844)  2026-01-02T07:28Z [----] followers, 10.8K engagements


"AI Picks and Shovels [--]. Energy producers ⚡ Data centers require gigantic amounts of electricity around the clock so companies with stable energy sources such as nuclear power or natural gas get into focus Constellation Energy $CEG Vistra Corporation $VST NextEra Energy $NEE [--]. Network technology & infrastructure 🔌 The electricity needs to travel from the power plant to the data center. The existing networks are often outdated and require massive expansion. Siemens Energy $ENR GE Vernova $GEV Schneider Electric $SU [--]. Cooling & Thermal Management 💨 AI chips get extremely hot. Conventional"  
[X Link](https://x.com/RichardWedekin1/status/2007184970897293628)  2026-01-02T20:19Z [----] followers, [----] engagements


"$GDDY hits the SMA200 I wouldn't be surprised if the stock starts to recover now"  
[X Link](https://x.com/RichardWedekin1/status/2008240647783018877)  2026-01-05T18:14Z [----] followers, [---] engagements


""The Magnum Ice Cream Company" is now an independent company. It was founded in [----] as a spin-off from Unilever. That was new to me These brands belong to the company now 🍦 Magnum Cornetto Ben & Jerrys Carte dOr Langnese Nogger Viennetta $MICC $UL"  
[X Link](https://x.com/RichardWedekin1/status/2011755037622747550)  2026-01-15T10:59Z [----] followers, [---] engagements


"Not a great day for companies named Constellation $CSU $STZ $CEG"  
[X Link](https://x.com/RichardWedekin1/status/2012187863799246949)  2026-01-16T15:39Z [----] followers, [----] engagements


"10 stocks I would buy right now [--]. $ZS [--]. $NVO [--]. $NOW [--]. $MELI [--]. $NBIS [--]. $PATH [--]. $OKTA [--]. $PANW [--]. $GRAB [--]. $PSTG"  
[X Link](https://x.com/RichardWedekin1/status/2012520254610563358)  2026-01-17T13:39Z [----] followers, [----] engagements


"Umicore keeps running 📈 With metal prices like these recycling companies such as Umicore are increasingly coming into focus. $UMI"  
[X Link](https://x.com/RichardWedekin1/status/2014705939836698703)  2026-01-23T14:25Z [----] followers, [---] engagements


"The street expectes a free cashflow of $920M and SBC adjusted free cashflow of $330M for The Trade Desk in [----] So we still talk about a Price to SBC adjusted FCF of [--] I call this pain $TTD"  
[X Link](https://x.com/RichardWedekin1/status/2016279746397475143)  2026-01-27T22:38Z [----] followers, [---] engagements


"The time to buy copper cheap is almost over Price went to $6/lb today $HG Every projection I have seen so far estimates at least [--] million metric tons of copper demand in [----]. Meanwhile the supply is projected to peak at [--] million metric tons in [----] declining below [--] million metric tons by [----]. Supply-demand imbalance gets crazy post-2035. https://t.co/1QIvUOGpEH Every projection I have seen so far estimates at least [--] million metric tons of copper demand in [----]. Meanwhile the supply is projected to peak at [--] million metric tons in [----] declining below [--] million metric tons by 2035."  
[X Link](https://x.com/RichardWedekin1/status/2016622802560757836)  2026-01-28T21:21Z [----] followers, [----] engagements


"Fair Isaac Q1/26 is out 🔎 EPS = $7.33 vs $7.07 ✅ (GAAP EPS = $6.61) Revenue from Fico Scores went up 29% Operating Income was $234M up 30.4% Free Cashflow was $165M down 11.5% Fico spend $171M on Share Buybacks But: Debt Interest expense went from $29.5M up to $42M (+42%) now accounting for 18% of Operating Income. The stock is down 1.5% after hours $FICO https://twitter.com/i/web/status/2016639610848248259 https://twitter.com/i/web/status/2016639610848248259"  
[X Link](https://x.com/RichardWedekin1/status/2016639610848248259)  2026-01-28T22:28Z [----] followers, [---] engagements


"Software Stocks that hit new all-time-lows today: [--]. $ASAN [--]. $BRZE [--]. $NCNO [--]. $FRSH [--]. $TTAN [--]. $FIG [--]. $NTSK [--]. $CRCL [--]. $SAIL [--]. $KLAR Yes [--] of them are IPOs"  
[X Link](https://x.com/RichardWedekin1/status/2018724365102403676)  2026-02-03T16:32Z [----] followers, [---] engagements


""Is sentiment bullish or bearish right now" Ohh wait let me check Tempus AI real quick Bearish $TEM"  
[X Link](https://x.com/RichardWedekin1/status/2018726456210129119)  2026-02-03T16:41Z [----] followers, [----] engagements


"Paycom Software is down to prices not seen since july [----] 📉 [--] Major Drawdowns [--] Emotional Roller Coaster Rides All for nothing This is called betrayal betrayal to every investor that has not started investing back in [----]. That's exactly what I've been trying to say all along: inequality of opportunity If you didn't buy Palantir or Nvidia which probably no beginner did since almost every investing book advises against it (buying the "hottest" stock) you suffered massive losses with "buy good companies and hold on to them" Yeah cool $PAYC https://twitter.com/i/web/status/2018729653276496068"  
[X Link](https://x.com/RichardWedekin1/status/2018729653276496068)  2026-02-03T16:53Z [----] followers, [---] engagements


"Novo Nordisk initiates a share repurchase programme fr [----] $NVO #PRESS Novo Nordisk initiates [----] share repurchase programme. Learn more here: https://t.co/avinydNDo8 https://t.co/ljMz11hNs3 #PRESS Novo Nordisk initiates [----] share repurchase programme. Learn more here: https://t.co/avinydNDo8 https://t.co/ljMz11hNs3"  
[X Link](https://x.com/RichardWedekin1/status/2018945277944562114)  2026-02-04T07:10Z [----] followers, [----] engagements


"Intuit 5Y Performance now negative 📉 $INTU"  
[X Link](https://x.com/RichardWedekin1/status/2019060755161612593)  2026-02-04T14:49Z [----] followers, [---] engagements


"15 Tickers that Mr. Market is mispricing [--]. $S [--]. $ZS [--]. $NVO [--]. $AMD [--]. $PATH [--]. $RACE [--]. $TPL [--]. $ADBE [--]. $VRSK [--]. $TW [--]. $FICO [--]. $PANW [--]. $NOW [--]. $CRM [--]. $CSU"  
[X Link](https://x.com/RichardWedekin1/status/2019146526761841080)  2026-02-04T20:30Z [----] followers, [---] engagements


"Checking in on my "Short Calls" [----] [--]. $OLKO -8% [--]. $MSTR -22.4% [--]. $PSNY -29.5% [--]. $KLAR -26.8% I should switch to short selling I guess 🧐 While everyone is busy picking out the best stocks for [----] I'll give you my top short candidates first From experience I have learned to completely avoid shorting as although my diagnosis is correct I am usually way too early. However if I had to short those would be the https://t.co/JVCA5xwL4h While everyone is busy picking out the best stocks for [----] I'll give you my top short candidates first From experience I have learned to completely avoid"  
[X Link](https://x.com/RichardWedekin1/status/2019421288503341506)  2026-02-05T14:42Z [----] followers, [---] engagements


"Atlassian just reported Q2 Revenue of $1507656000 OCF of $177805000 FCF of $168516000 SBC of $452624000 SBC adjusted FCF Margin: -18.84% Growth means nothing if you burn all the money $TEAM Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY AI is killing software - really $TEAM Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY AI is killing software - really $TEAM"  
[X Link](https://x.com/RichardWedekin1/status/2019698941865148744)  2026-02-06T09:05Z [----] followers, [---] engagements


"I think $RDDT $PLTR $NOW $NEM.DE $VRSN Are a Buy here"  
[X Link](https://x.com/RichardWedekin1/status/2019810602932400130)  2026-02-06T16:29Z [----] followers, [---] engagements


"Tyler Technologies combines two factors: mission-critical data in a niche. It is therefore probabaly of the last companies to become obsolete due to AI And the stock trades at historically low valuations $TYL"  
[X Link](https://x.com/RichardWedekin1/status/2020509432224846263)  2026-02-08T14:46Z [----] followers, [---] engagements


"Monday dropped to a valuation of $4B The company has $1.5B in cash and cash equivalents and $162M in marketable securities Combined = $1.66B Longterm Liabilities are $145M so we talk about a net cash position of $1.5B 37.5% of total marketcap is net cash $MNDY Monday dot com is now trading at its lowest price ever. $MNDY https://t.co/ueS9BgyPMI Monday dot com is now trading at its lowest price ever. $MNDY https://t.co/ueS9BgyPMI"  
[X Link](https://x.com/RichardWedekin1/status/2020966261564301474)  2026-02-09T21:01Z [----] followers, [----] engagements


"$FDS is trading below its Covid-19 bottom. We talk about [--] years of performance erased in [--] months"  
[X Link](https://x.com/RichardWedekin1/status/2021232069339123870)  2026-02-10T14:37Z [----] followers, [---] engagements


"Look who got caught by the MAs The stock is up 6% on the TSE and 8% on Trade Republic today Timing on point (so far) $CCOEY http://9697.JP I did it I took advantage of the strong price increase of Plus500 over the past few weeks and just sold a small portion of my shares at a profit of 185% ✅ I used the money to establish an initial position in Capcom: [--] Shares I expect Requiem to be a success. As a fan of https://t.co/U0sKal3jDU http://9697.JP I did it I took advantage of the strong price increase of Plus500 over the past few weeks and just sold a small portion of my shares at a profit of"  
[X Link](https://x.com/RichardWedekin1/status/2021259256880607340)  2026-02-10T16:25Z [----] followers, [---] engagements


"The funny thing is that I sold my one single share of $MSCI with a 21% gain at [-----] one week ago. And I had doubts about the sale because it's such a good company"  
[X Link](https://x.com/RichardWedekin1/status/2021346281264976118)  2026-02-10T22:11Z [----] followers, [----] engagements


"Investing today is 10x harder than when those who "beat the market" were writing their books. What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing. What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing"  
[X Link](https://x.com/RichardWedekin1/status/2021351018693312739)  2026-02-10T22:30Z [----] followers, [---] engagements


"@Hap0606 $MNDY is not on my buy list but I dont see risk if we the talk about a $2B company if it has a cash generating business and $1.5B in cash. So if the stock gets another 50% cut Im interested"  
[X Link](https://x.com/RichardWedekin1/status/2021544248345231788)  2026-02-11T11:18Z [----] followers, [--] engagements


"Just play this one $MAT This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts. https://t.co/FPqi3NqWUk This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts. https://t.co/FPqi3NqWUk"  
[X Link](https://x.com/RichardWedekin1/status/2021545473811567039)  2026-02-11T11:22Z [----] followers, [---] engagements


"Time to load up on $PATH again Disclaimer: Im long UiPath"  
[X Link](https://x.com/RichardWedekin1/status/2021640246170202133)  2026-02-11T17:39Z [----] followers, [----] engagements


"I've made some changes to my monthly savings plans. Here's an overview: I halved my savings rate at Verisk and created a savings plan on Constellation. New 25/M in $MSFT 25/M in $CSU I still find long-term US bonds attractive which is why I also invest in the german equivalent of the $TLT ETF. https://twitter.com/i/web/status/2022030061558239482 https://twitter.com/i/web/status/2022030061558239482"  
[X Link](https://x.com/RichardWedekin1/status/2022030061558239482)  2026-02-12T19:28Z [----] followers, [---] engagements


"Arista Networks Q4/25 Earnings 🔎 Non GAAP EPS: $0.82 vs $0.76 ✅ Revenue: $2.49B vs $2.38B ✅ Revenue was up 28.9% in Q4 and 28.6% in FY25 compared to fiscal year [----] 📈 GAAP Gross Margin: 62.9% GAAP Net Income: $955.8M Free Cashflow for the FY was $4.25B with SBC of $439M (10%) and Buybacks of $1.6B $ANET is up 15% AH https://twitter.com/i/web/status/2022083000083566892 https://twitter.com/i/web/status/2022083000083566892"  
[X Link](https://x.com/RichardWedekin1/status/2022083000083566892)  2026-02-12T22:58Z [----] followers, [---] engagements


"Today I share my analysis on Novo Nordisk $NVO with you The stock has been heavily debated lately and its understandable why: its rare for a market leader to lose 60% of its market value in just one year The Big Thread:"  
[X Link](https://x.com/RichardWedekin1/status/1916551325921259981)  2025-04-27T17:53Z [----] followers, 582.8K engagements


"Texas Pacific Land $TPL was up 1.700% from its [----] Covid Low 📈 Now the Stock is down 50% 📉 $TPL makes up 45% of Horizon Kinetics $8.4B Portfolio. 200D SMA is close. Probably the Nr. [--] stock that I would like to see fall another 10%. Im highly interested"  
[X Link](https://x.com/RichardWedekin1/status/1955756839309832553)  2025-08-13T22:22Z [----] followers, [----] engagements


"Caterpillar Fwd P/E is [--] now Weekly RSI [--] the stock is overbought Volume still looks good but please no matter what you do think or hope prepare to take at least some profits or set a trailing stop loss here. The stock allready doubled $CAT"  
[X Link](https://x.com/RichardWedekin1/status/2021603779552936059)  2026-02-11T15:14Z [----] followers, [---] engagements


"Highest Quality Businesses on 🌎 (Not in order) Mercado Libre $MELI Fair Isaac $FICO Equifax $EFX American Express $AXP Texas Pacific Land $TPL Alphabet $GOOGL Fortinet $FTNT Novo Nordisk $NVO Copart $CPRT Constellation Software $CSU Taiwan Semi $TSM Advanced Micro $AMD Adobe $ADBE Meta Platforms $META Black Rock $BLK Visa $V ASML $ASML Nvidia $NVDA Broadcom $AVGO Palo Alto Networks $PANW Intuitive Surgical $ISRG MSCI $MSCI Moodys $MCO Apple $AAPL Mastercard $MA Arista Networks $ANET Nasdaq $NDAQ Intercontinental Exchange $ICE S&P Global $SPGI Microsoft $MSFT Cadence Design $CDNS Eli Lilly"  
[X Link](https://x.com/anyuser/status/1959561727718142263)  2025-08-24T10:21Z [----] followers, 43.8K engagements


"Fundsmith Q3/25 📑🔎 Terry Smith sold: 100% of $MA 100% of $VRSK 56% of $META 48% of $MSFT 7.6% of $GOOGL Just to buy more $NSSC and $ZTS I have just one question: What is this guy doing"  
[X Link](https://x.com/RichardWedekin1/status/1989332623668207711)  2025-11-14T14:00Z [----] followers, [----] engagements


"$FVRR - logarithmic Chart"  
[X Link](https://x.com/RichardWedekin1/status/1998808757871301048)  2025-12-10T17:35Z [----] followers, [---] engagements


"Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS"  
[X Link](https://x.com/RichardWedekin1/status/2006757788211622217)  2026-01-01T16:01Z [----] followers, 51K engagements


"The next one on the list Bonesupport reports that its preliminary net sales for Q4/25 will reach 313M SEK representing growth of 36% at constant exchange rates The stock is up 20% today 📈 $BONEX Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow $NOW [--]. Nvidia $NVDA [--]. Arista Networks $ANET [--]. Palo Alto Networks $PANW [--]. Bonesupport $BONEX [--]. Advanced Micro Devices $AMD https://t.co/A13jHPQ1Vp Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow"  
[X Link](https://x.com/RichardWedekin1/status/2011396847563415762)  2026-01-14T11:15Z [----] followers, [----] engagements


"Matrix Asset Advisors Portfolio Update AUM = $1.1B Important Buys $BMY Bristol-Myers Squibb New Important Adds $ACN Accenture +110% $GNRC Generac +69% $LMT Lockheed Martin +44% Important Sells $FISV Fiserv -100% $ZBH Zimmer Biomet -75% $CMCSA Comcast -29% https://twitter.com/i/web/status/2012475935027581327 https://twitter.com/i/web/status/2012475935027581327"  
[X Link](https://x.com/RichardWedekin1/status/2012475935027581327)  2026-01-17T10:43Z [----] followers, [----] engagements


"I have made some fundamental changes in my portfolio It was quite difficult for me but I sold my shares in Realty Income to buy into some more promising stocks. I bought additional shares in: UiPath $PATH (15 for 1194) EIS $EIS.AT (90 for 198) Zscaler $ZS (3 for 18202) https://twitter.com/i/web/status/2013331402951897598 https://twitter.com/i/web/status/2013331402951897598"  
[X Link](https://x.com/RichardWedekin1/status/2013331402951897598)  2026-01-19T19:23Z [----] followers, [----] engagements


"If there really is a new altcoin season coming because the Fed is pumping liquidity into the market I still want to invest in real "value" not ghostchains. Dead Projects/Chains I avoid [--]. EOS $EOS [--]. The Sandbox $SAND [--]. Bitcoin Cash $BCH Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again [--]. [----] is going to be THE altcoin year https://t.co/RNrbRdqW7P Just checked $OTHERSBTC by myself and its true Just two options in my view: [--]. Altcoins get so unimportant that they never will be important again 2."  
[X Link](https://x.com/RichardWedekin1/status/2013589833818464522)  2026-01-20T12:30Z [----] followers, [---] engagements


"I remember the time when people on this platform talked about Roper Technologies like it was a super high quality company. Meanwhile 5Y Performance: -8.78% Hold on to your winners Selling your winners is the biggest mistake a investor can make All Nonsens. If a company loses its moat it loses its pricing power and therefore its growth. If it doesn't apply universally then it's not correct. And it obviously depends on the company. $ROP https://twitter.com/i/web/status/2016260915025322219 https://twitter.com/i/web/status/2016260915025322219"  
[X Link](https://x.com/RichardWedekin1/status/2016260915025322219)  2026-01-27T21:23Z [----] followers, [----] engagements


"5 High Moat Stocks with major Drawdowns from their all-time-high 🏰 [--]. $VRSK -33.60% [--]. $FICO -38.40% [--]. $SAP -39.80% [--]. $TPL -41.80% [--]. $RACE -43.00%"  
[X Link](https://x.com/RichardWedekin1/status/2017280899583218000)  2026-01-30T16:57Z [----] followers, [---] engagements


"Anyone who has been following me for a while knows that I was recently in London I visited the London Stock Exchange and well the building is still standing. I don't need to explain why this company is in a special position. Its competitive advantage is obvious and won't be destroyed by AI. $LSEG is one of the most obvious Buy in the market right now NFA / Keine Anlageberatung https://twitter.com/i/web/status/2019708784990474750 https://twitter.com/i/web/status/2019708784990474750"  
[X Link](https://x.com/RichardWedekin1/status/2019708784990474750)  2026-02-06T09:44Z [----] followers, 18.4K engagements


"Blood in the Streets S&P Global's disappointing outlook is dragging down other stocks in the sector such as Moody's and Verisk 📉 $SPGI $MCO $VRSK"  
[X Link](https://x.com/RichardWedekin1/status/2021230494038258117)  2026-02-10T14:31Z [----] followers, [----] engagements


"$SKWD Skyward Specialty Insurance also reported very strong Q3 numbers today EPS of $1.10 significantly higher than the expected $0.88 ✅ Gross premiums increased by 51.6% to $606.5M YoY 📈 Combined Ratio was 89.2% a new record"  
[X Link](https://x.com/RichardWedekin1/status/1983635819983487096)  2025-10-29T20:43Z [----] followers, [---] engagements


"Here are my [--] "Top Picks" for [----] [--]. UiPath $PATH [--]. Nebius $NBIS [--]. Novo Nordisk $NVO [--]. Mercado Libre $MELI [--]. ServiceNow $NOW [--]. Nvidia $NVDA [--]. Arista Networks $ANET [--]. Palo Alto Networks $PANW [--]. Bonesupport $BONEX [--]. Advanced Micro Devices $AMD Special Pick: Copper S&P500 Price Target: I go with MS and say [-----] https://twitter.com/i/web/status/2006379309909287168 https://twitter.com/i/web/status/2006379309909287168"  
[X Link](https://x.com/RichardWedekin1/status/2006379309909287168)  2025-12-31T14:57Z [----] followers, 63.6K engagements


"Wolters is now down 55% from its all-time-high The stock went from $181 to $81 in less than one year aiming at the Volume PoC. Simply brutal $WKL"  
[X Link](https://x.com/RichardWedekin1/status/2016183040620245360)  2026-01-27T16:14Z [----] followers, [----] engagements


"Impressive Portfolio Update Yacktman Asset Management Q4 is out 🔎 Donald Yacktman was mainly a seller of equitys but we see some very interesting buys here: [--]. $SPY Broad US-Market [--]. $CPRT Copart [--]. $VRSK Verisk Analytics [--]. $FICO Fair Issac [--]. $EWY South Korea Some high quality adds I think https://twitter.com/i/web/status/2018998688169775354 https://twitter.com/i/web/status/2018998688169775354"  
[X Link](https://x.com/RichardWedekin1/status/2018998688169775354)  2026-02-04T10:42Z [----] followers, [---] engagements


"@MarktEnjoyer Gut feeling. This has had the highest success rate so far. My brain usually makes the mistakes. For example selling $GME after a 70% return at $7 to avoid being too greedy instead of actually profiting from the world's biggest short squeeze"  
[X Link](https://x.com/RichardWedekin1/status/2021354497356988560)  2026-02-10T22:44Z [----] followers, [---] engagements


"Novo Nordisk is asking the court to permanently ban Hims from selling unapproved compounded drugs $NVO $HIMS #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"  
[X Link](https://x.com/RichardWedekin1/status/2020832372468637887)  2026-02-09T12:09Z [----] followers, [----] engagements


"@cryptolyxe The question is: How did @BillAckman know"  
[X Link](https://x.com/RichardWedekin1/status/2022324057169879110)  2026-02-13T14:56Z [----] followers, [---] engagements


"Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I hope the stock falls below the SMA200 $PME https://twitter.com/i/web/status/2013341330840158257 https://twitter.com/i/web/status/2013341330840158257"  
[X Link](https://x.com/RichardWedekin1/status/2013341330840158257)  2026-01-19T20:02Z [----] followers, [----] engagements


"Marketcap $50M Sales growth past 3Y 25% P/E = profitable (0) Sagtec Global $SAGT How it feels to be locked in at the middle of the night researching some random small-cap stock you found online https://t.co/aYCGbtuwxM How it feels to be locked in at the middle of the night researching some random small-cap stock you found online https://t.co/aYCGbtuwxM"  
[X Link](https://x.com/RichardWedekin1/status/2014976252910694457)  2026-01-24T08:19Z [----] followers, [---] engagements


"Nearly every IPO reaches new all-time lows today [--]. $ZSPC [--]. $TTAN [--]. $FIG [--]. $SAIL [--]. $NTSK [--]. $BTGO [--]. $CRCL [--]. $BULL [--]. $KLAR [--]. $ETOR [--]. $NMAX Even $RDDT is down 46% from its ATH Simply never buy IPOs"  
[X Link](https://x.com/RichardWedekin1/status/2019064679239209399)  2026-02-04T15:05Z [----] followers, [---] engagements


"This is what it looks like to be an IPO Investor Only $RDDT and $CRWV were great investments. We talk about [--] out of 10"  
[X Link](https://x.com/RichardWedekin1/status/2019690907294163109)  2026-02-06T08:33Z [----] followers, [----] engagements


"I just realised that Figma had more stock-based compensation that actual revenue in the first nine months of [----] Revenue = $752M Stock-based compensation = $1.14B I understand why the stock is down 85% $FIG"  
[X Link](https://x.com/RichardWedekin1/status/2020202281753596162)  2026-02-07T18:25Z [----] followers, [----] engagements


"You are looking for companies with low SBC/Revenue and high SBC adjusted FCF-Margins I got you Here are some high quality names: [--]. $KNSL [--]. $PLUS.LN [--]. $FICO [--]. $ASML [--]. $BKNG [--]. $NEM.DE [--]. $VRSK [--]. $TPL Real Cashflow 💰 Real Return for Shareholders"  
[X Link](https://x.com/RichardWedekin1/status/2020551758074749163)  2026-02-08T17:34Z [----] followers, [----] engagements


"Wolters Kluwer is now close its biggest drawdown in the companys [--] years of beeing listed as a public company 📉 This one of the biggest overreactions I have ssen so far LLMs wont make this company obsolet. There are paywalls anyway. $WKL needs to be on your watchlist Volume POC ✅ $WKL https://t.co/QImmQTiAtN Volume POC ✅ $WKL https://t.co/QImmQTiAtN"  
[X Link](https://x.com/RichardWedekin1/status/2020889980495601943)  2026-02-09T15:58Z [----] followers, [----] engagements


"Even the best dont always win Coupang and Docusign are among the top [--] positions in Stanley Druckenmiller's portfolio. The stocks have been brutally sold off for some time now. $CPNG $DOCU"  
[X Link](https://x.com/RichardWedekin1/status/2021607437988491639)  2026-02-11T15:29Z [----] followers, [----] engagements


"Pro Medicus opens down 18% today I love to see it [---] AUD would be a dream $PME Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I hope the stock falls below the https://t.co/BtOqwXM4M2 Pro Medicus has evolved to one of the best businesses out there The stock is now down 44% from its all-time-high. Yes it is still very expensive but analysts continue to expect breathtaking growth Definitely a stock I want to own I"  
[X Link](https://x.com/RichardWedekin1/status/2021727501702070476)  2026-02-11T23:26Z [----] followers, [----] engagements


"Grab is guiding for a 20% CAGR in terms of Revenue over the next [--] years $GRAB"  
[X Link](https://x.com/RichardWedekin1/status/2021733392707092849)  2026-02-11T23:49Z [----] followers, [----] engagements


"Ultra high Margins Super high Net Cash Low SBC to Revenue Low Capex to Revenue 5Y Stock Performance: -50% $ADYEN"  
[X Link](https://x.com/RichardWedekin1/status/2021874702655029469)  2026-02-12T09:11Z [----] followers, [---] engagements


"Pro Medicus HJ Results 🔎 Revenue = $128937000 Gross Profit = $128774000 Net Income =$171223000 The "4D Medical" Effect: This increase in net income mainly results from an unrealized gain of $149.1M from the investment in the company 4D Medical $4DX Adjusted pre-tax profit which excludes these fair value changes rose by 29.7% to $90.6M (still strong) Operating Income grew faster than revenues (29.7% vs. 28.4%) indicating a further improvement of the already very high margins ✅The company remains completely debt-free ✅Cash Reserves rose to $118.3M ✅Dividend hike by 28% to [--] cents per share"  
[X Link](https://x.com/RichardWedekin1/status/2021953896889913528)  2026-02-12T14:25Z [----] followers, [---] engagements


"PayPal Buyback Yield is 16% now $PYPL"  
[X Link](https://x.com/RichardWedekin1/status/2021978774083125621)  2026-02-12T16:04Z [----] followers, 43K engagements


"The only thing this market environment truly demonstrates is that Buffett has been right all along And the people who once again claimed he had lost his touch are down bad on their investments"  
[X Link](https://x.com/RichardWedekin1/status/2021991674294284372)  2026-02-12T16:55Z [----] followers, [---] engagements


"So what can we learn When a stock comes into investors' focus and its price 5x within a year nothing else matters anymore. Good prospects high margins high ROIC . Doesn't matter you have to sell Yes the stock could double again or you could lose 70% $EVO"  
[X Link](https://x.com/RichardWedekin1/status/2022261209005793335)  2026-02-13T10:46Z [----] followers, [----] engagements


"Renaissance Technologies Portfolio Changes They have bought [--]. 5221% more Costco $COST [--]. 424% more Chevron $CVX [--]. 339% more T-mobile $TMUS [--]. 272% more P&G $PG [--]. 221% more Tesla $TSLA [--]. 164% more Netflix $NFLX [--]. 151% more Micron $MU [--]. 142% more AMD $AMD [--]. 72% more Robinhood $HOOD [--]. 45% more Sandisk $SNDK They have sold [--]. 68% of Applovin $APP [--]. 52% of GE Vernova $GE [--]. 49% of Gilead $GILD [--]. 48% of Microsoft $MSFT [--]. 32% of DoorDash $DASH [--]. 32% of Sprouts $SFM [--]. 24% of Adobe $ADBE [--]. 23% of Zoom $ZM [--]. 16% of Reddit $RDDT [--]. 13% of TSM $TSMC"  
[X Link](https://x.com/RichardWedekin1/status/2022581435291373786)  2026-02-14T07:59Z [----] followers, [----] engagements


"Cathie Wood and ARK Investment are down 30% on $ROKU 30.3% on $DASH 44.9% on $BLSH 50% on $DKNG 50.3% on $BMNR 53.5% on $XYZ 60.3% on $TTD 61.2% on $TXG 61.9% on $RXRX 62.4% on $CRCL 65% on $NTLA 74% on $PD 82.4% on $PACB"  
[X Link](https://x.com/RichardWedekin1/status/2022584431584686278)  2026-02-14T08:11Z [----] followers, [----] engagements


"So many Investors have jumped on Amazon it's almost impossible not to be bullish by now Seth Klarman: Baupost Group "New Buy" / 9.28% of Portfolio at $225 Nehal Chopra: Ratan Capital "Add" by 166% / 9.4% of Portfolio at $202 George Soros: Soros Fund Management "Add" by 6% / 7.3% (Top Position) at $211 $AMZN https://twitter.com/i/web/status/2022590614949265417 https://twitter.com/i/web/status/2022590614949265417"  
[X Link](https://x.com/RichardWedekin1/status/2022590614949265417)  2026-02-14T08:35Z [----] followers, [---] engagements


"@GeorgeOomm32323 She did with $GOOG"  
[X Link](https://x.com/RichardWedekin1/status/2022639905512505799)  2026-02-14T11:51Z [----] followers, [--] engagements

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