[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TacticzH TacticzHazel - Value Investing TacticzHazel - Value Investing has been discussing and sharing insights on various stocks, with a focus on long-term holds and undervalued companies. The conversation revolves around sharing favorite stocks, portfolio compositions, and buy levels, with some users expressing bullish sentiments on $nbis, $asml, $googl, and $tsm. Discussions also center around the potential for certain stocks to grow or be undervalued, with $nbis and $asml being mentioned as having significant potential. ### Engagements: XXXXXXX [#](/creator/twitter::1488239011378388997/interactions)  - X Week XXXXXXX +79% - X Month XXXXXXXXX -XX% ### Mentions: XXX [#](/creator/twitter::1488239011378388997/posts_active)  - X Month XXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::1488239011378388997/followers)  - X Week XXXXXX +7.30% - X Month XXXXXX +61% ### CreatorRank: XXXXXX [#](/creator/twitter::1488239011378388997/influencer_rank)  ### Social Influence [#](/creator/twitter::1488239011378388997/influence) --- **Social category influence** [finance](/list/finance) #982 [stocks](/list/stocks) #1244 [technology brands](/list/technology-brands) #4242 [automotive brands](/list/automotive-brands) #666 [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [exchanges](/list/exchanges) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [asml](/topic/asml) #4, [$asml](/topic/$asml) #3, [$se](/topic/$se) 7.81%, [$nbis](/topic/$nbis) #1, [$oscr](/topic/$oscr) #3, [$dlo](/topic/$dlo) #1, [$googl](/topic/$googl) #92, [$tsm](/topic/$tsm) #37, [oscr](/topic/oscr) #3, [googl](/topic/googl) #2 **Top accounts mentioned or mentioned by** [@meeijer](/creator/undefined) [@sojustfollowme](/creator/undefined) [@gainifyio](/creator/undefined) [@mmoney642](/creator/undefined) [@amosblanco1](/creator/undefined) [@wealthmatica](/creator/undefined) [@longoption](/creator/undefined) [@investseekers](/creator/undefined) [@thexcapitalist](/creator/undefined) [@realroseceline](/creator/undefined) [@alexandermorcef](/creator/undefined) [@simeonresearch_](/creator/undefined) [@uboat159](/creator/undefined) [@gainify_io](/creator/undefined) [@dividenddudex](/creator/undefined) [@gabgrowth](/creator/undefined) [@simeonresearch](/creator/undefined) [@heyflorent](/creator/undefined) [@mycreditjourney](/creator/undefined) [@m23nyc](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alibaba Group (BABA)](/topic/$baba) [Coupang, Inc. (CPNG)](/topic/$cpng) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [Microsoft Corp. (MSFT)](/topic/$msft) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Merit Circle (MC)](/topic/$mc) [MercadoLibre Inc (MELI)](/topic/$meli) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/$tsla) [UnitedHealth Group (UNH)](/topic/$unh) [Palantir (PLTR)](/topic/$pltr) [Ferrari N.V. (RACE)](/topic/$race) [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Spotify Technology (SPOT)](/topic/$spot) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Moody's Corporation (MCO)](/topic/$mco) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Vistra, Corp. (VST)](/topic/$vst) [Eli Lilly and Company (LLY)](/topic/$lly) [Costco Hot Dog (COST)](/topic/$cost) [Nike Inc (NKE)](/topic/$nke) [RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Mastercard, Inc. (MA)](/topic/$ma) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Intuit Inc. (INTU)](/topic/$intu) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Cream (CRM)](/topic/$crm) [KKR & Co, Inc. (KKR)](/topic/$kkr) [PepsiCo, Inc. (PEP)](/topic/$pep) ### Top Social Posts [#](/creator/twitter::1488239011378388997/posts) --- Top posts by engagements in the last XX hours "@wealthmatica @gainify_io One of the best asset managers in the world"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945129014814781672) 2025-07-15 14:31:10 UTC 12.2K followers, XXX engagements "These are the XX most searched stocks on @gainify_io last month. I ranked them based on buy worthiness: X. $GOOGL Alphabet X. $NVO Novo Nordisk X. $ASML ASML X. $AMZN Amazon X. $AMD Advanced Micro Devices X. $NVDA NVIDIA Corporation X. $UNH UnitedHealth Group X $MSFT Microsoft Corporation X $TSLA Tesla XX $AAPL Apple Do you agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1937820567752577482) 2025-06-25 10:30:00 UTC 12.1K followers, 9531 engagements "Are you buying this $FICO dip I kind of have to buy after not having the balls last time. Is this time different"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942593098573312239) 2025-07-08 14:34:20 UTC 12.2K followers, 5413 engagements "7/ $CPNG Coupang is one of South Koreas biggest tech companies best known for its fast delivery service Rocket Delivery. Some people call it the ''Amazon of South Korea'' It started as an e-commerce platform in 2010 and has since expanded into groceries streaming food delivery and now even fintech. For a lot of people in Korea its just part of everyday life now. Growth 5Y - Rev: XX% - Revenue growth next X year: XXXX% - Ebitda growth next year: XX% Operational - Gross margin: XXXX - Operating margin: XXX% Valuation - Forward PE: XX - Forward P/OCF: XXXX - PEG: XXX Sentiment: Love the company"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771596683989130) 2025-07-11 20:37:16 UTC 12.2K followers, 3189 engagements "Do you own any of these names Do you think they are overvalued or undervalued From this list I am most interested in $SE and $CPNG from the stocks I do not own. Did you enjoy this Please like and follow. Have a great weekend ๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943778399173939622) 2025-07-11 21:04:18 UTC 12.2K followers, 3145 engagements "15 companies to buy and hold for the next decade And no this is not just a list of the Mag X ๐ How many do you own โ ๐งต 1/ $BN Brookfield Corporation Brookfield Corporation is a global alternative asset manager. They invest in various sectors including real estate infrastructure renewable power private equity and credit. They have shown incredible performance over the last decades. They have delivered XX% annual returns for the last XX years. Management thinks they can continue this trajectory and double in size over the next X years. They have a very experienced management team and their"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855509602803776) 2025-07-14 20:24:21 UTC 12.2K followers, 59.5K engagements "$AMD is not a buy right now $ASTS is not a buy right now $RKLB is not a buy right now $HIMS is not a buy right now $TSLA is not a buy right now And neither are $PLTR $MSTR $NVDA and $HOOD and many other popular stocks. Don't get me wrong they might still provide amazing returns. All of these companies had amazing buying opportunities in April but times have changed. You buy stocks when the opportunity is undeniable absolutely clear and the risk/reward is great. You do NOT chase missed opportunities and act on FOMO. With valuations extending and share prices skyrocketing it's time to proceed"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1938867505428054250) 2025-06-28 07:50:10 UTC 12.1K followers, 302K engagements "๐ชMy current investable Universe ๐ช Any suggestions for stocks to add to this universe $AMZN โ $AMD ๐ $ASML โ $ASTS $AXON โ $BABA โ $BLDR โ $CDLR $COST $CRM $CSU $EVO โ $FICO $GOOG โ $GRAB $HIMS ๐ $HOOD $KKR $LLY $MC โ $MCO $META $MSFT โ $NBIS โ $NFLX $NKE $NU $NVDA โ $NVO โ $OSCR ๐ $PEP $PLTR $PME $RACE ๐ $SOFI $SPOT ๐ $SPGI โ $TSLA $TSM โ $UBER $V โ $VST โ How many do you own โ = I own ๐ = High on watchlist but want better price"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1930266126040096853) 2025-06-04 14:11:21 UTC 12.2K followers, 21.8K engagements "@MMMTwealth Still undervalued Time for another leg up for $BABA"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945062715430441273) 2025-07-15 10:07:43 UTC 12.1K followers, XXX engagements "Which portfolio would you pick to benefit maximally from the AI-wave Portfolio 1: $AMZN $NBIS $IREN $ASML Portfolio 2: $GOOGL $AMD $AVGO $MRVL Portfolio 3: $META $NVDA $DUOL $ADBE Portfolio 4: $TSLA $PLTR $CRWV $TSM Option 5: pick one from each category"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941956003962274250) 2025-07-06 20:22:45 UTC 12.2K followers, 12.3K engagements "5 stocks to buy right now: - $NBIS - $NVO - $GOOGL - $OSCR - $TSM X stock I want to buy but with better prices: - $SPOT - $RACE - $HIMS - $HOOD - $CSU X stocks I would avoid: - $PLTR - $TSLA - $PEP - $LULU - $NKE Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1931449513459265774) 2025-06-07 20:33:43 UTC 12.2K followers, 158.9K engagements "@meeijer Nice list Some more homework to do. I would maybe add: $SE $CPNG $MRVL $BLDR"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941239800415260998) 2025-07-04 20:56:49 UTC 12.1K followers, 1245 engagements "If I had $100k to build a grow stock portfolio it would look like this: $25k - $NBIS Nebius Group $25k - $HIMS Hims and Hers $15k - $AXON Axon Enterprise $15k - $NU Nu Holdings $10k - $HOOD Robinhood $10k - $SOFI Sofi Technologies. Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1921272414370959456) 2025-05-10 18:33:33 UTC 12.2K followers, 78.3K engagements "Chris Hohn is one of my favorite Superinvestors. He buys strong wide-moat companies and tends to holds them for long periods. His portfolio contains of X companies. Do you think this portfolio beats the S&P500 Companies + holding period: $GE: X quarters $MSFT: XX quarters $MCO: XX quarters $V: XX quarters $SPGI: XX quarters $CP: X quarters $CNI: XX quarters $GOOGL: XX quarters $FER: X quarters"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942063524013818359) 2025-07-07 03:30:00 UTC 12.1K followers, 8349 engagements "BUY TWO SELL TWO HOLD ONE: - $OSCR $XXXXX - $HIMS $XXXXX - $SOFI $XXXXX - $NBIS $XXXXX - $DLO $XXXXX What do you do"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943684779817173330) 2025-07-11 14:52:18 UTC 12.2K followers, 37.3K engagements "8/ $AXON Axon Enterprise U.S.-based company that provides technology solutions for law enforcement agencies. Their products include body-worn cameras TASER devices and a software services like Axon Cloud and Draft One. Axon aims to modernize policing through technology enhancing transparency efficiency and safety. Growth: Market Cap: 48.37B Revenue: $2.08B Revenue: XXXX% CAGR - X year Gross Margin: XXXX% Operating Margin: XXX% Valuation P/S. XXXXX Current P/E: XXX Forward PE: XX Axon is very very expensive. However it's always been expensive since it has been executing so well since"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1919757940350673389) 2025-05-06 14:15:35 UTC 12.1K followers, 2093 engagements "Two companies that I'm going to look into in the near future: $CPNG + $SEA Both showing steady but impressive growth. $CPNG: XX% revenue growth X year CAGR $SEA: XXXX% revenue growth X year CAGR This is expected to drop towards the low 20s in the upcoming year but still looks strong. Both are dominating their home markets. Any tips on threads/accounts to check out when looking into these two companies"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1939300317188718658) 2025-06-29 12:30:00 UTC 12.2K followers, 8165 engagements "@dhruv19891404 No specific thoughts on $ZETA ๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944448451099373606) 2025-07-13 17:26:51 UTC 12K followers, XXX engagements "My current top X holdings: X. $ASML ASML X. $EVO $EVVTY Evolution AB X. $NBIS Nebius X. $MSFT Microsoft X. $GOOGL Alphabet Which are yours"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1932450500378526117) 2025-06-10 14:51:17 UTC 12.2K followers, 27.1K engagements "My $DLO thesis in short: Basically a mini- $ADYEN. They do cross-border payments for merchants in emerging markets. They enable merchants to accept and disburse payments through one single API. The Good: โ Fast growing TPV - over XX% CAGR since 2021 โ Fast growing revenue - Close to XX% CAGR last X years and still expected to double in the next X โ Strong cash position /no debt โ Margins stabilizing โ FCF margin currently XXX% but expected to normalize around XX% โ ROCE above XX% โ Strong CEO with Pedro Arnt โ Huge TAM to attack The risky: โHigh concentration in a small group of merchants โ"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1938696482401480752) 2025-06-27 20:30:35 UTC 12.2K followers, 10.8K engagements "There are still some great buys in the market: $DLO at $XXXXX $NVO at $XXXXX $OSCR at $1647 $BABA at $XXXXXX $LVMH at XXX $GOOGL at $XXXXXX $ASML at XXXXX $CDLR at $2018 $SE at XXXXXX What are you buying next week My eyes are on $BABA and $OSCR"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941603352485429604) 2025-07-05 21:01:27 UTC 12.2K followers, 13.5K engagements "@meeijer This is a great short-list for founder led companies. I would maybe add: $AXON $NU and $FTNT"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941967269631864945) 2025-07-06 21:07:31 UTC 12.1K followers, XXX engagements "5/ $GRAB Grab the Super-app from Southeast Asia. They offer a huge range of services primarily through their mobile application. Main focus is on: - Ride hailing (like $UBER) - Deliveries food and groceries - Digital payments through GrabPay - Financial services: Grabinsure Basically an ''Everyday Everything-app''. Growth 5Y - Rev: XX% - EPS: not profitable yet - Revenue growth next X year: XXXX% Operational - Gross margin: XXXX% - FCF margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX - P/FCF: XXXX Sentiment: reasonably priced. Would rather wait for a better entry level. But"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771589188678047) 2025-07-11 20:37:15 UTC 11.9K followers, 3666 engagements "7/ $ARM Arm Holdings Another company you don't hear about often enough is $ARM. ARM designs the fundamental blueprints for computer chips especially for things that need to be power-efficient like smartphones tablets and even newer laptops. Instead of making the actual chips themselves ARM licenses these designs to other companies (like Apple Samsung Qualcomm). These companies then take ARM's designs and customize them to create their own specific processors for their products. AI needs power-efficient chips and that's ARM's specialty especially for devices like phones and new data centers."  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1931097505359646751) 2025-06-06 21:14:57 UTC 12.2K followers, 6220 engagements "9/ $TSM $TSM is the world's largest independent semiconductor foundry. It specializes in manufacturing integrated circuits (designed by other companies (like $NVDA and $AAPL) operating on a "pure-play" foundry model meaning it does not design or sell its own branded chips. TSMC is a critical supplier to the global technology industry producing advanced chips for a wide range of applications including smartphones high-performance computing and automotive electronics. Growth 5Y - Rev: XX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross margin: XXXX% -"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771603445399786) 2025-07-11 20:37:18 UTC 12.2K followers, 4071 engagements "5/ $CSU Constellation software Constellation Software acquires manages and grows vertical market software companies. These are specialized software businesses that serve specific industries like healthcare finance public transit and more. CSU focuses on buying small to mid-sized companies with strong customer relationships and predictable revenues. Most of their businesses sell mission-critical software on a subscription basis leading to high recurring revenue and stability. They have delivered exceptional shareholder returns in the last decade and I expect them to continue doing so. They are"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855525088251917) 2025-07-14 20:24:25 UTC 12.2K followers, 5235 engagements "These are my favorite companies that I do not own: - $FICO - $SE - $MELI - $NU - $AMD - $RACE - $SPOT - $COST - $CPNG - $CSU Which one is the best buy right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943412821749825780) 2025-07-10 20:51:38 UTC 12.2K followers, 5462 engagements "Which portfolio do you think will perform the best in the second half of 2025 Portfolio 1: $BABA $PPD $SE $CPNG $GRAB Portfolio 2: $HOOD $SOFI $HIMS $OSCR $ZETA Portfolio 3: $UNH $LVMH $NKE $PEP $LULU Portfolio 4: $V $MA $SPGI $EFX $MCO"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1940357281033474050) 2025-07-02 10:30:00 UTC 12.2K followers, 14.4K engagements "The global cybersecurity market is expected to grow to over $XXX Billion by 2033: which is more than a 3X from 2024. Here are XX great companies to benefit from this sector tailwind: $PANW Palo Alto Networks $CRWD CrowdStrike $FTNT Fortinet $NET Cloudflare $ZS Zscaler $VRSN VeriSign $CHKP Check Point Software Technologies $AKAM Akamai Technologies $OKTA Okta $CSCO Cisco Systems $S SentinelOne Which is your favourite"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941857294360236487) 2025-07-06 13:50:31 UTC 12.2K followers, 6949 engagements "Right now I would pick: $NVDA over $AMD $NBIS over $CRWV $NVO over $LLY $BYD over $TSLA Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1924540474737500569) 2025-05-19 18:59:40 UTC 12.1K followers, 83.2K engagements "US markets are closed today. Here are a couple of (lesser-known) companies to research during this boring day: $ZETA Zeta Global Holdings $IREN Iren $CDNS Cadence Design Systems $SNPS Synopsys $MRVL Marvell $SE Sea Ltd $CPNG Coupang $FRFHF Fairfax Financial $PME Pro Medicus $BLDR Builders Firstsource $NU Nu Holdings $CDLR Cadeler $AXON Axon $KPG Kelly Partners $EFX Equifax $GAMB Gambling (.com) Group $BULL Webull corp Which has the most potential you think Any other companies worth researching"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941016673533734954) 2025-07-04 06:10:11 UTC 12.2K followers, 19.5K engagements "Here are my XX favorite NON-US companies You should be watching these ๐งต 1/ $NBIS Nebius is highly specialized in AI-centric cloud infrastructure and services. When you buy Nebius you buy a stake in: โ Nebius core: AI-centered cloud platform + data centers โ Avride: Autonomous driving and delivery robots โ Clickhouse: open-sourced column-oriented SQL database management system โ TripleTen: Online education platform that provides coding bootcamps โ Toloka: Crowdsourcing platform that provides human-annotated data for training and evaluating AI models All of these together make them a very strong AI"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771573799792964) 2025-07-11 20:37:11 UTC 12.2K followers, 54.9K engagements "11/ $RACE I hear you think a car company But $RACE is not a your typical car company. It's a luxury company and a damn good one at that. They are one of the only companies in the world that actually limit their production capacity to create scarcity. And it works. It's one of the most steady and predictable companies in the world. This is also a great company to hold during tariff turmoil as they have a lot of pricing power. And come on who does not want a Ferrari What a brand. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - Gross margin:"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771612076986461) 2025-07-11 20:37:20 UTC 12.2K followers, 3743 engagements "Which company do you think is the best buy right now - $OSCR at $XXXXX - $DLO at $XXXXX - $SOFI at $XXXXX - $GOOGL $XXX - $PLTR at $XXXXXX - $NVO at $XXXXX - $NBIS at $XXXXX - $ASML at XXX - $BABA at $XXX - $TSLA at $310.78"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945214392208937415) 2025-07-15 20:10:26 UTC 12.2K followers, 164.1K engagements "@SoJustFollowMe Great mix as well Most of these X% companies are new for me Which one is your favorite of those"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942681652104134945) 2025-07-08 20:26:13 UTC 12.2K followers, XXX engagements "$ASML shares are down X% premarket. This is mostly due to weaker q3 guidance and no guidance for 2026"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945366750847021228) 2025-07-16 06:15:51 UTC 12.2K followers, 2636 engagements "@faegir_hrafn I get what you are saying. But this is exactly what I also heard in 2021 when people were talking about $ROKU $PTON $NIO and $LCID for example. And look how that went. Not saying it will happen to all of these but some correct heavily. No doubt about that"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944039496099803637) 2025-07-12 14:21:49 UTC 12.2K followers, XXX engagements "@stoyan_petrov I only used $MC cause it's the french ticker"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944728816347209926) 2025-07-14 12:00:55 UTC 12.1K followers, XX engagements "$OSCR is now close to $XX due to another downgrade this time by one of the worst analysts on the planet. Ignore and focus on: - $1.2B in FCF - Exceptional revenue growth (80% X yr cagr) - Exceptional member growth (51% X yr cagr) - MLR improving - $4.5T TAM in the US Healthcare market - EV/FCF: 1.7x - PE: 32x What do you think buying opportunity or dead money"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943653317034356887) 2025-07-11 12:47:16 UTC 12.2K followers, 73.8K engagements "@Vazenngmi Just checked TradeGate price for premarket and now Euronext Amsterdam for live price"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945384957624406355) 2025-07-16 07:28:12 UTC 12.2K followers, XX engagements "4/ $BRK.B Berkshire Hathaway We all know this one of course. Berkshire Hathaway transformed from a dying textile company to the juggernaut it is today all by the great Warren Buffett. Berkshire is known for its diverse portfolio of businesses and investments in a large variety of industries. They mainly operate through their subsidiaries in insurance rail transportation energy generation and distribution manufacturing and retailing. They also hold a large portfolio of equity securities and derivatives. I think that even without Warren at the wheel the foundation of Berkshire is strong enough"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855521275863321) 2025-07-14 20:24:24 UTC 12.2K followers, 5310 engagements "$NBIS Nebius Market cap: $9.38B Clickhouse value: about $1.8B Avride: Atleast $5B (could be way more) That means just $6.8B in value for these two segments. The market currently values Nebius Core Business + Toloka + TripleTen at just a measly $2.56B. An absolute steal. Oh and they have a shitload of cash as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1930354252590800951) 2025-06-04 20:01:32 UTC 12.2K followers, 29.3K engagements "@WallyWalraven I also quite like $HIMS $HOOD and $SPOT. But not right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944374038916120652) 2025-07-13 12:31:10 UTC 12K followers, XX engagements "@HyperTechInvest $STNE is such a great company. Very much ignored by the market"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944781944111116361) 2025-07-14 15:32:02 UTC 12.2K followers, XXX engagements "@gainify_io My money would be on $AXON $AMD and $NVDA"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943274041575407753) 2025-07-10 11:40:10 UTC 12.1K followers, XXX engagements "๐จ $TSM with another monster quarter ๐จ - Revenue $31.6B vs. 30.2B expected ๐ข - EPS $XXXX vs. $XXXX expected ๐ข - Gross Margin XXXX% vs. XXXX% expected ๐ข While $ASML continues to struggle $TSM is not facing any slowdown whatsoever. And come on these margins. Net income was $12.45B just this quarter. Does this look like a company that should be trading at forward PE of XX and an EV/EBIT of XXXX One of the best deals in the market right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945722660731883550) 2025-07-17 05:50:06 UTC 12.2K followers, 3678 engagements "My $DLO thesis ๐งต I recently opened a position in $DLO. Here is why 1/ What does $DLO do $DLO is like a mini- $ADYEN but specifically aimed at emerging markets. They provide payment solutions for some of the worlds largest companies like $AZMN $UBER $MSFT $SHOP and $GOOGL (and many more) They help these companies navigate the difficult landscape of payment processing in emerging markets. They aim specially at: Latin America Africa the Middle East and Asia. They currently operate in XX countries"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1938330187629785143) 2025-06-26 20:15:03 UTC 12.2K followers, 69.8K engagements "@BourbonCap @theTIKR Their buybacks have been very solid indeed. Let's see what guidance $ASML will give for h2"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944744927725777173) 2025-07-14 13:04:57 UTC 12.2K followers, XXX engagements "@SoJustFollowMe Have you checked out $CPNG or $SE Very interesting companies as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943049970992714098) 2025-07-09 20:49:47 UTC 12.2K followers, XXX engagements "@SimeonResearch_ Excellent picks. $PME.AX is so strong as well. Doesn't get any recognition but that growth though"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944780616626487669) 2025-07-14 15:26:45 UTC 12.2K followers, XXX engagements "Here are my top XX plays with exposure to nuclear energy: - $VST Vistra Corp - $RR Rolls Royce - $LMT Lockheed Martin - $CEG Constellation Energy - $OKLO Oklo - $HON Honeywell - $D Dominion Energy - $CCJ Cameco - $GEV GE Vernova - $BWX BWX Technologies Which is your favorite Why nuclear stocks The energy consumption of data centers is projected to DOUBLE or even TRIPLE in the coming years. Some estimates suggest that by 2030 electricity used by data centers alone could be comparable to that of entire countries like India or Germany. We WILL need NUCLEAR power to meet those incredibly high"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1936133345110266115) 2025-06-20 18:45:35 UTC 12.2K followers, 18.1K engagements "Which company do you think is the best buy right now - $OSCR at $XXXXX - $DLO at $XXXXX - $NBIS at $XXXXX - $ASML at XXX - $TSM at $XXX - $AMD at $XXXXXX - $HOOD at XXXXX - $UNH at $311"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1940769058561183876) 2025-07-03 13:46:15 UTC 12.2K followers, 49.9K engagements "My buy levels for these high quality companies: - $DLO below $XX โ ๐ข - $OSCR below $XX ๐ - $NU below $XX - $ASML below XXX โ๐ - $BABA below $XXX โ ๐ข - $HIMS below $XX - $CDLR below $XX ๐ - $SE below $XXX ๐ - $CPNG below $XXXXX - $BLDR below $XXX โ - $AXON below $XXX - $VST below $XXX - $MC / $LVMH below XXX โ ๐ข - $NBIS below $XX โ - $AMD below $XXX - $TSM below $192โ - $HOOD below $XX - $GRAB below $XXXX - $ZETA no idea yet thoughts - $IREN no idea yet thoughts Agree โ= I own currently ๐ = close to buy worthy ๐ข= buy worthy now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1940876536627818797) 2025-07-03 20:53:20 UTC 12.2K followers, 37.8K engagements "10/ $LVMH - $MC When you think of luxury you think of LVMH. And rightly so. LVMH has been one of the largest luxury conglomerates for a while now. Run by the brilliant Bernard Arnault. That's why it's one of by positions (albeit fairly small) Known for brands like: Christian Dior Tag Heuer Mot & Chandon Marc Jacobs and of course Louis Vuitton. Growth 5Y - Rev: XXX% - EPS: XX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - Gross margin: XX% - Operating margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX Sentiment: fairly valued. Even though the stock price has"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771607262277987) 2025-07-11 20:37:19 UTC 12.2K followers, 3080 engagements "@mycreditjourney In Dutch we have a saying: never sell $ASML๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945215138551718029) 2025-07-15 20:13:24 UTC 12.2K followers, XXX engagements "12/ $CSU Constellation Software is a Canadian company that acquires manages and builds vertical market software VMS businesses globally. And they've been doing an excellent job at that. They act like a holding company for large collection of specialized software businesses. Their core business model revolves around finding profitable niche software companies acquiring them at reasonable prices and then letting the existing management teams continue to run and grow those businesses with a "light touch" from Constellation's head office Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next 2"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771615537639545) 2025-07-11 20:37:21 UTC 12.2K followers, 3416 engagements "When the markets are ripping its time to look into some unloved sectors: Here are X sectors that are worth looking into if you can stomach being a contrarian and have a bit of patience: Solar $ENPH Enphase $FSLR First Solar $SEDG Solaredge Healthcare $NVO Novo Nordisk $UNH United Health $PFE Pfizer Consumer Discretionary $LVMH/ $MC Mot Hennessy Louis Vuitton $EL Estee Lauder $LULU Lululemon Oil/Gas $XOM Exxon Mobill $CVX Chevron $TTE Total Energies China $BABA Alibaba $PDD Pinduoduo $JD What sector/companies are you looking into right now Just to be transparant I only own $MC out of this"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1932837733367505265) 2025-06-11 16:30:00 UTC 12.1K followers, 6094 engagements "@Tech_Investor20 I imagine $HIMS to be all of that but than the cheap knock-off version just like their products. Great company but framing them like these X juggernauts is just a little bit out of place"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944779266954031116) 2025-07-14 15:21:24 UTC 12.2K followers, XXX engagements "I added to my $BABA position at $XXX last week. Excellent timing. Shares are up +6% AH on the news that $NVDA will resume H20 sales to China. This means $BABA will regain access to these chips and right now these are simply the best chips to build or improve their AI-models. I think we will see $BABA back at $XXX sooner than most expect. Thoughts"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945045535611589061) 2025-07-15 08:59:27 UTC 12.2K followers, 5233 engagements "My latest buys and sells: Buy: - $DLO - $OSCR - $BABA Sell: - $VST - $AXON What are yours"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943593415444173179) 2025-07-11 08:49:15 UTC 12.2K followers, 23.3K engagements "11 $SPGI S&P Global Still quite an unknown company to most of us. But also quite the ''duopoly with'' $MCO which I will cover next. Just like $MCO $SPGI is mostly known for their credit rating business They evaluate and rate the creditworthiness of governments companies using the famous scale from AAA to D. But they do more; they also have a highly profitable market intelligence business. They also maintain and and license key benchmarks such as the S&P XXX and Dow Jones Industrial Average. Another very steady high quality compounder which I do not mind holding for a long long time"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855546794004699) 2025-07-14 20:24:30 UTC 12.2K followers, 4505 engagements "@DataDInvesting Can someone please send the $ASML CEO to China"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944973036890820650) 2025-07-15 04:11:22 UTC 12.2K followers, XXX engagements "@GabGrowth Those X would be high on my list as well. I like $BABA and $CPNG as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943413045750878645) 2025-07-10 20:52:31 UTC 12.1K followers, XXX engagements "As a Dutchy myself I thought I'd share my XX favorite Dutch companies. All of them are worth checking out Which is your favorite $ASML ASML $ADYEN Adyen $BESI BESI $ASMI ASMI $NBIS Nebius $WKL Wolters Kluwer $AALB Aalberts $AMG AMG Critical Materials NV $VLK Van Lanschot Kempen $HEIJM Koninklijke Heijmans NV What is your favorite company from your home country"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1932180904816083426) 2025-06-09 21:00:00 UTC 12.2K followers, 17.2K engagements "@HyperTechInvest Nice list Would maybe add $SE $CPNG and $ADYEN"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941040450976313790) 2025-07-04 07:44:40 UTC 12.1K followers, XXX engagements "@m23nyc True. Really like the $CPNG story"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943782851184652422) 2025-07-11 21:22:00 UTC 12.2K followers, XX engagements "3/ $EVO Evolution gets mistaken as an online casino quite often. They are not. They merely develop produce and license these online casino games and slots to the operators worldwide. And they do it very well They are the market leader have a relatively wide moat and have the widest range of slot games and game shows (and also the most popular ones). Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - EBITDA margin: XXXX% - Operating margin: XXXX - Net income margin: XX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX Sentiment: Attractively"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771581479890953) 2025-07-11 20:37:13 UTC 12.2K followers, 4662 engagements "@GabGrowth Thanks for sharing nice to read The engineer workstop is quite something. But I like the thought process there. Seems like $GRAB has a great focus on AI"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942189227736805577) 2025-07-07 11:49:30 UTC 12.2K followers, 1783 engagements "How to say; "I'm in the files" without saying you are in the files. Honestly unbelievable that such a message is written by the POTUS. Gaslighting and whataboutism at its finest"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944267504324685846) 2025-07-13 05:27:50 UTC 12.2K followers, 3843 engagements "2/ ASML ASML is the Dutch semiconductor giant most of us know by now. They design and produce lithography machines. Their biggest consumers are: $TSM $INTC and Samsung. To me this one of the easiest buy and holds in the market right now because of their highly monopolistic position and AI tailwinds that will benefit them in the upcoming years. We will need these machines for all our electronic devises whether it's now or in 2030. Without the machines we simply cannot make the chips/semiconductors needed to progress. Do not focus on short-term news or quarterly setbacks with ASML. ASML is"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855513134436391) 2025-07-14 20:24:22 UTC 12.2K followers, 5868 engagements "@MitchMartan98 $SE has Lat-am exposure as well. That's why I mentioned them. (Brazil specifically)"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943677333409267723) 2025-07-11 14:22:42 UTC 12.2K followers, XXX engagements "@meeijer Buy $OSCR Hold $HIMS Sell $ASTS This is the way"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944116041220604391) 2025-07-12 19:25:58 UTC 12.1K followers, 3079 engagements "7/ $NU Nubank is a digital bank based in Latin America. They offer a range of financial services including credit cards personal loans insurance and investment products primarily through its mobile app. Nubank focuses on providing accessible and user-friendly banking solutions to underserved populations in Brazil Mexico and Colombia Growth: Market Cap: 60.09B Revenue: $5.51B Revenue: XX% CAGR - X year Valuation P/S. XXXX Current P/E: XXXXX Forward PE: XXXXX Nu aims to take advantage of people disliking traditional banks and the way they operate. They are expanding rapidly and still have a"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1919757936915632156) 2025-05-06 14:15:34 UTC 12.1K followers, 2386 engagements "6/ $NU $NU is a digital financial services platform primarily operating in Brazil Mexico and Colombia. They offer a wide range of financial products and services through its mobile platform including credit and debit cards digital bank accounts personal loans investment products (NuInvest) and insurance solutions (NuInsurance). $NU is there to take over where traditional banks failed. And they've been crushing it ๐ Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXX% - Gross margin: XXXXX% Valuation - Forward PE: XXXX - PEG: X - P/OCF: 37.52"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771593546534938) 2025-07-11 20:37:16 UTC 12.2K followers, 3565 engagements "14/ $ICE Intercontinental Exchange $ICE owns a number of exchanges and clearing houses around the world with the New York Stock Exchange being the most venerable among them. They also handle major trading volume for commodity futures and over-the-counter markets. What makes an exchange attractive is that they have relatively fixed costs while their revenues are quite variable and can grow in line with inflation and population Another steady predictable high cash-generating quality compounder"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855558911115489) 2025-07-14 20:24:33 UTC 12.2K followers, 4046 engagements "My portfolio for option X would be: $ASML + $GOOGL + $NVDA + $TSM"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941965157757796647) 2025-07-06 20:59:08 UTC 12.1K followers, 1703 engagements "What portfolio would you advice to a friend that starts with investing Here is my take: this portfolio probably outperforms the vast majority of investors Agree $XXXXXX $VOO - Vanguard S&P XXX ETF $XXXXXX $DGRO - iShares Core Dividend Growth ETF $XXXXX $ASML - ASML $XXXXX $NVDA - Nvidia $XXXXX $V - Visa $XXXXX $GOOGL - Alphabet Anything you would you change"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942938856933806464) 2025-07-09 13:28:16 UTC 12.2K followers, 7373 engagements "$GOOGL Revenue growth X YR CAGR: XXXX% X YR Forward revenue CAGR: XX% Operating income: $30B last quarter And now trading at a XXXX forward PE Make it make sense. Is $GOOGL now what $META was in 2022"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944416494969934304) 2025-07-13 15:19:52 UTC 12.1K followers, 5043 engagements "5 stocks to buy this week: - $OSCR Oscar Health - $DLO DLocal - $ASML ASML - $BABA Alibaba Group - $GOOGL Alphabet X stocks to avoid: - $TSLA Tesla - $DUOL Duolingo - $PLTR Palantir Technologies - $CRWD CrowdStrike - $HOOD Robinhood X stocks I'm doing more research on: $SE Sea Limited $CPNG Coupang $CDLR Cadeler A/S $ZETA Zeta Global Holdings $IREN IREN Ltd Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942206971861668057) 2025-07-07 13:00:01 UTC 12.2K followers, 18.9K engagements "Ignoring valuation which non-US company do think is the best I'm quite biased to say $ASML as it is my largest holding but I think it might be Xiaomi. What do you think"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1937532313996525604) 2025-06-24 15:24:35 UTC 12.2K followers, 7771 engagements "@meeijer Nice $MSFT because of valuation and $TKWY just cause they suck :P"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943602075700457568) 2025-07-11 09:23:39 UTC 12.1K followers, XXX engagements "@meeijer I actually like all of them haha"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944861843115401460) 2025-07-14 20:49:31 UTC 12.2K followers, XXX engagements "I found EIGHT companies where the stock price is severely lagging its fundamentals. All of them are out of favor right now. Most of them unloved. ๐ A momentum shift could lead to significant upside. The question is do you believe in their stories ๐งต 1/ 3/ $DLO DLocal Since IPO Revenue: +1307% EPS: +787% Stock price: -XX% $DLO is one of my favorite companies right now and I've recently taken a position. The hold a strong position in the emerging market payment solutions sector and have been increasing their TPV incredibly fast. Can they keep their take rate under control and will they fight"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044866935590989) 2025-07-09 20:29:30 UTC 12.2K followers, 44.1K engagements "13/ $MELI MercadoLibre There are not many growth stories like $MELI's. They are often called the ''Amazon of South America''. And I agree they have the potential to become a big shot just like $AMZN. $MELI is Latin Americas leading e-commerce platform. They offer an online marketplace where people buy and sell products. They also provide digital payment services through Mercado Pago and operate logistics to support fast delivery across the whole region. Their growth story Nothing but spectacular: X year growth: - Revenue: XXXX% - EPS: XXXX% - Stock price: XXX% I expect them to continue"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855555559862521) 2025-07-14 20:24:32 UTC 12.2K followers, 4341 engagements "Which AI-sector are you most bullish on for H2-25 Semiconductor $MU Micron $AMD Advanced Micro Devices $AVGO Broadcom $NVDA NVIDIA $MRVL Marvell $ASML ASML $AMAT Applied Materials $LRCX Lam Research Cloud $AMZN Amazon $ORCL Oracle $MSFT Microsoft $CRWV CoreWeave $GOOGL Alphabet $NBIS Nebius Server $CRDO Credo Technology $DELL Dell Technologies $ALAB Astera Labs $SMCI Super Micro Computer $VRT Vertiv Holdings Data Center $IREN Iren $EQIX Equinix $GLXY Galaxy Digital Holdings $DLR Digital Realty Trust $CORZ Core Scientific $APLD Applied Digital Nuclear $CEG Constellation Energy $RR Rolls-Royce"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942606188358594979) 2025-07-08 15:26:21 UTC 12.2K followers, 13K engagements "๐จJust in : $ASML Q2 Results ๐จ - Revenue est: 7.7B vs 7.54B ๐ข - EPS est: .90 vs XXXX ๐ข ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024 with a gross margin of around XX% Guidance: Q3 Net Sales: 7.4B7.9B vs 8.21B est ๐ด Q3 Gross Margin: 5052 % vs XXXX % ๐ CEO remarks: "Our second-quarter total net sales came in at XXX billion at the top end of our guidance. The gross margin was XXXX% above guidance primarily driven by higher upgrade business and one-offs resulting in lower costs. And this is important: No guidance for 2026 ๐ Looking at 2026 we see that"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945351336729714997) 2025-07-16 05:14:36 UTC 12.2K followers, 9680 engagements "7/ $BLK BlackRock BlackRock is the worlds largest asset manager overseeing trillions of dollars. They provide a wide range of investment and risk management services including index funds active strategies and technology solutions such as the widely used Aladdin platform. Blackrock is literally to big too fail. They make the market. I would easily trust them to invest my money in a better way than I could myself"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855532986417204) 2025-07-14 20:24:27 UTC 12.2K followers, 5156 engagements "4/ $SE Sea Ltd is often dubbed the "Amazon of Southeast Asia" due to its ownership of Shopee but there is a lot more to it. They have X main business segments: โGarena a leading developer and publisher of online games including popular titles like Free Fire (new to me but apparently very popular) โShopee a dominant e-commerce platform across Southeast Asia Taiwan and with a growing presence in Latin America especially Brazil. โSeaMoney which recently rebranded as Monee provides digital financial services such such as mobile wallet services payment processing and credit offerings Growth 5Y -"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771585380487625) 2025-07-11 20:37:14 UTC 12.2K followers, 3717 engagements "8/ $ASML Since Q1-21 Revenue: +78% EPS: +89% Stock price: +30% $ASML is arguably the most important company in the world. They have a wide moat and hold a monopolistic position in the semiconductor sector. They are currently in a transition period and are facing some weaker than expected growth. However $ASML will play a key role in the AI-boom and without them it will be impossible. We are going to need those lithography machines whether we like it or not. It's my biggest holding and I'm happy to keep it that way. $ASML is playing the long game here and so am I"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044899122667614) 2025-07-09 20:29:38 UTC 12.2K followers, 5841 engagements "@LNathell Are their purchases not limited on liquidity/volume during that week as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944664209687515523) 2025-07-14 07:44:12 UTC 12.1K followers, XXX engagements "5/ $RACE Ferrari Ferrari designs engineers produces and sells luxury sports cars. Beyond just selling vehicles it is a lifestyle and luxury brand with a strong presence in Formula X racing and related merchandise/licensing. Why does $RACE have huge potential - Unmatched brand prestige and exclusivity - Strong pricing power - They limit production volume to create high demand - Very profitable and with huge margins - Significant F1 racing legacy and ongoing participation - High customer loyalty and personalization options - Transitioning to hybrid and electric models while maintaining"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929529647613583458) 2025-06-02 13:24:51 UTC 12.2K followers, 7274 engagements "Did you know that Founder-led companies have consistently outperformed other S&P XXX companies Here are my favorites: $ABNB Airbnb $APP AppLovin $ASTS AST SpaceMobile $AXON Axon $COIN Coinbase Global $CRM Salesforce $CRWD CrowdStrike Holdings $CVNA Carvana $DASH DoorDash $DUOL Duolingo $ETSY Etsy $FOUR Shift4 Payments $FTNT Fortinet $GRAB Grab Holdings $HIMS Hims & Hers Health $HOOD Robinhood Markets $IREN Iren $LMND Lemonade $META Meta Platforms $NBIS Nebius Group $NET Cloudflare $NU Nu Holdings $NVDA NVIDIA $OKTA Okta $ORCL Oracle Corporation $PLTR Palantir Technologies $RKLB Rocket Lab USA"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941230693893521542) 2025-07-04 20:20:38 UTC 12.2K followers, 15.1K engagements "@longoption I would need an ETF for all great non-us companies haha. $SE is in there btw. $GRAB and $BABA I like as wel. Just didn't make the cut"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942680256785309919) 2025-07-08 20:20:41 UTC 12.2K followers, XXX engagements "Top European Quality Companies ๐ X. $ASML ASML X. $RMS Hermes X. $ADYEN Adyen X. $NVO Novo Nordisk X. $SIE Siemens AG X. $SE Schneider Electric X. $EVO Evolution AB X. $RACE Ferrari X. $INVE-B Investor AB XX. $WKL Wolters Kluwer XX. $MC / $LVMH Louis Vuittion Mot etc. XX. $OR L'oreal SA XX. $CHEMM ChemoMetec Agree Which would you add"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1925093975704178957) 2025-05-21 07:39:04 UTC 12.2K followers, 47.3K engagements "@DividendNGrowth $NBIS $OSCR $NU $DLO $ASML $KO $O"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941849842092806591) 2025-07-06 13:20:54 UTC 12K followers, XXX engagements "5/ $UNH United Health Since Q1-21 Revenue: +54% EPS: +35% Stock price: -XXXXX% Some strong headwinds for $UNH currently: - DOJ investigations - Cyberattacks - Management issues - Withdrawn guidance The big question is: does that justify the price drop Based on current news and situation I would say yes. But if these issues are resolved $UNH has great upside potential"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044884874825896) 2025-07-09 20:29:35 UTC 12.2K followers, 4280 engagements "8/ $ANET Arista Networks Arista Networks builds the high-speed networking equipment and software that forms the backbone of large data centers and cloud computing environments. Arista helps these companies build and manage the incredibly fast and reliable networks needed for modern cloud computing AI and big data operations The AI boom directly fuels demand for Arista's core business: high-speed low-latency and highly scalable data center networking. Arista currently trades at XXXX forward PE and a XXXX EV/EBITDA multiple"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1931097509348122752) 2025-06-06 21:14:58 UTC 12.2K followers, 6390 engagements "@0xtechquity Thank you Glad you liked it. I would also love to see a lower price for $SPGI ๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944858274244841695) 2025-07-14 20:35:20 UTC 12.2K followers, XXX engagements "@Betsgonewild43 Could be I would need a lower price to be interested"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944374248165785602) 2025-07-13 12:32:00 UTC 12K followers, XXX engagements "9/ $MSCI MSCI Inc. is a global finance company that provides investment tools and services. It is best known for its stock market indexes like the MSCI World and MSCI Emerging Markets Index. These indexes help investors track and compare global markets. MSCI also offers risk analysis ESG (Environmental Social and Governance) ratings and portfolio management tools. Currently trading at a forward P/E of XX with strong free cash flow growth and EBITDA margin above XX% 94%+ client retention rate and record AUM in MSCI-linked ETFs ($1.47T) Massive TAM as demand for index-based investing ESG and"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1922237922188661061) 2025-05-13 10:30:08 UTC 12.2K followers, 2035 engagements "@goddreng10 Not on my radar at all Thanks for sharing"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942258049491534112) 2025-07-07 16:22:59 UTC 12.2K followers, XXX engagements "Looking to diversify Here are XX non-US stocks that should be on your watchlist. (in non-specific order) - $DLO dLocal - $CSU Constellation Software Inc. - $TSM Taiwan Semiconductor - $BABA Alibaba Group - $ASML ASML Holding N.V. - $MELI MercadoLibre - $ADYEN Adyen - $NBIS Nebius - $EVO Evolution Gaming Group AB - $LVMH LVMH Mot Hennessy Louis Vuitton SE - $RMS Hermes International SCA - $PME Pro Medicus - $NVO Novo Nordisk A/S - $CDLR Cadeler A/S - $XIAOMI Xiaomi Corporation - $GRAB Grab Holdings Limited - $NU Nu Holdings Ltd. - $VLK Van Lanschot Kempen N.V. - $RACE Ferrari N.V. - $SPOT"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1937580490862600579) 2025-06-24 18:36:02 UTC 12.2K followers, 29.3K engagements "14/ $CDLR Cadeler Cadeler is the largest provider of offshore wind farm transportation installation and maintenance services. Cadeler owns and operates a specialized fleet of large advanced jack-up vessels designed to handle the increasingly massive next-generation wind turbines and foundations. Why does $CDLR have huge potential -Pure-play exposure to the rapidly growing offshore wind market - Leading position with the world's largest and most versatile fleet of specialized vessels - High barrier to entry (highly capital intensive) - Strong demand-supply imbalance for advanced installation"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929529678462677281) 2025-06-02 13:24:58 UTC 12.2K followers, 6726 engagements "$SE Sea Limited increased their revenue by a whopping 2525% since 2018: 2018: $0.8B LTM: $17.9B 2025: $21B Estimates for 2027: $28.9B Which would mean another 60%+ increase in X years. Meanwhile they turned profitable in 2023 and EPS has been growing fast since then as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943577210759020809) 2025-07-11 07:44:51 UTC 12.2K followers, 6853 engagements "This is my perfect $100K non-US portfolio: - $XXXXXX $CSU - Constellation Software - $XXXXXX $ASML - ASML - $XXXXXX $SPOT - Spotify - $XXXXXX $SE - Sea Ltd - $XXXXXX $DLO - DLocal - $XXXXXX $NBIS - Nebius - $XXXXXX $MELI - MercadoLibre - $XXXXXX $NVO - Novo Nordisk - $XXXXXX $TSM - Taiwan Semi What would you change or add"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942678391418937498) 2025-07-08 20:13:16 UTC 12.2K followers, 29K engagements "Here are XX great stocks from emerging markets worth looking into if you want to diversify: $CPNG Coupang $SE Sea Limited $NU Nu Holdings Ltd. $MELI MercadoLibre Inc. $BABA Alibaba Group Holding Limited $JD Inc. $DLO DLocal Limited $XIAOMI Xiaomi Corporation $GRAB Grab Holdings Inc. $SGML Sigma Lithium Corporation $BYD BYD Company Limited $TATAMOTORS Tata Motors Limited $TM Toyota Motor Corporation Which is your favorite"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1932140431111774268) 2025-06-09 18:19:10 UTC 12.2K followers, 34.8K engagements "Stocks I bought or added to during the April dip: $NVO - multiple buys CB is now $XX $ASML - added to position at XXX - CB XXX $AMZN (new) - CB $XXX $VST - CB now $XXX $AXON (new) - CB $XXX $NBIS - CB $XX $NVDA - CB $XXX $GOOGL - $XXX What did I buy in the last month Absolutely nothing. I'm just adding to my cash position as I'm happy with my holdings right now and waiting for better opportunities. What stocks did you buy during the April dip"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1934710572840374761) 2025-06-16 20:32:00 UTC 12.2K followers, 11.9K engagements "@meeijer Agree. They all have the potential. I see the most potential in $NBIS. $DLO will be a more steady grind I think"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944861453795594269) 2025-07-14 20:47:59 UTC 12.2K followers, 2001 engagements "What stocks are you planning on buying next week Some stocks that look interesting to me right now: - $OSCR at $XXXXX - $DLO at $XXXXX - $BABA at $XXXXXX - $NVO at $XXXXX - $GOOGL at XXX - $MC / $LVMH at XXX - $CDLR at $XXXXX - $SE at $XXX ( would love to see $130-$135 though) With both of these having earnings this week I might also buy a dip in: - $ASML - $TSM These would be perfect buy the dip opportunities for me as I'm XXX% convinced that both are great long term investments. I do not care about quarterly results or setbacks with them"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944492027346882898) 2025-07-13 20:20:00 UTC 12.2K followers, 5706 engagements "9 + 10/ $V and $MA Visa + Mastercard Putting these together as it's the most famous and strongest duopoly in the world. They provide the technology and networks that allow payments to happen between banks merchants and consumers. They both show strong solid growth and both have very high margins. Both steady and predictable quality compounders with a huge moat in their market. Should be a cornerstone in every serious investors portfolio. I think they are very interchangeable. You can buy either of them or both. I have a slight preference for $V"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855542758793538) 2025-07-14 20:24:29 UTC 12.2K followers, 4742 engagements "I finally have some time to do a bit of research this weekend. Companies on my list: - $SE - $CPNG - $MRVL - $ZETA Which other companies should I look into as well"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941153526409056719) 2025-07-04 15:14:00 UTC 12.2K followers, 8999 engagements "What is the highest conviction play in your portfolio right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942310171444723787) 2025-07-07 19:50:05 UTC 12.2K followers, 17.4K engagements "@gainify_io All of them except maybe $PDD and $AAPL"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942551198512603247) 2025-07-08 11:47:51 UTC 12K followers, XXX engagements "12/ $MCO Moody's Corp Unlike $SPGI $MCO is a more pure play on the credit rating business. About XX% of revenue comes from credit ratings this is lower at $SPGI. They also have a analytics segment but slightly different focus than SPGI: Moodys Analytics focuses more on risk compliance and financial modeling software. Holding both $SPGI and $MCO will be a very steady and strong play that will very likely beat the market"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855551269306503) 2025-07-14 20:24:31 UTC 12.2K followers, 4228 engagements "@DimitryNakhla Great now I have to buy the $FICO dip. I promised myself last time"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942592545466241207) 2025-07-08 14:32:09 UTC 12.2K followers, XXX engagements "If I had $100k to build a high risk/high reward portfolio it would look like this: $25K - $NBIS Nebius Group $20K - $HIMS Hims and Hers $15K - $NU Nu Holdings $10K - $COIN Coinbase $10K - $ASTS Ast Spacemobile $10K - $RKLB Rocket Lab $10K - $OSCR Oscar Health Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1924178251582501366) 2025-05-18 19:00:19 UTC 12.2K followers, 256.4K engagements "Dev Kantesaria is one of the best Superinvestors investors right now. Kantesaria focuses on companies with predictable revenue streams and strong competitive advantages with a long-term focus He currently has X holdings and most of them he has held for a long period: $FICO: XX quarters $SPGI: XX quarters $MA: XX quarters $MCO: XX quarters $V: XX quarters $INTU: XX quarters $ASML: X quarters $EFX: X quarters $MSCI: X quarters Would you be comfortable copying his portfolio and holding it for XX years"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942583473945874495) 2025-07-08 13:56:06 UTC 12.2K followers, 16.2K engagements "15/ $GOOGL Alphabet Last but not least. Alphabet. A lot has been said about them. LLM's disrupting their most profitable business model. Search is dead. We've heard it all. Still with their diversified businesses (Youtube Gmail Cloud etc.) I think they are perfectly positioned to still hold a dominant position in society in the upcoming years. And don't forget Gemini is showing great results. What makes Gemini such a great opportunity is not the quality alone but Google's ability to seamlessly integrate it into their current businesses and across segments. With their incredibly strong balance"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855562572980684) 2025-07-14 20:24:34 UTC 12.2K followers, 4749 engagements "2/ $NVO Since Q1-2022 Revenue: + XXX% EPS: +98.2% Stock price: +25.86% We all know what's happening here: $LLY came to join the party and execution has not been great. Therefore they are losing market share. Novo Nordisk is however taking matters into their own hands and they started by firing their CEO. Their steady and fast growth strong pipeline the tailwind from the growing obesity sector still provide significant upside potential. The two main questions are: can they keep up with $LLY and will the new CEO turn things around"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044871041794202) 2025-07-09 20:29:31 UTC 12.2K followers, 4526 engagements "15 Great Non-US companies with IMMENSE potential every serious investor should consider buying: 1/ $ASML ASML makes lithography machines which are essential for producing microchips. They are the sole global supplier of the most advanced EUV (Extreme Ultraviolet) lithography machines. Why does $ASML have huge potential - No competition/ high monopolistic - Long-term AI tailwinds - Huge moat - Strong growth - High switching costs for clients - High margins - High ROIC (24.26%) Valuation: โ Attractively valued: trading below it's historical forward PE and EV/EBITDA. Forward PE: XXXX +"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929529631503258006) 2025-06-02 13:24:47 UTC 12.2K followers, 118.1K engagements "6/ $BABA Since Q1-18 Revenue: +244% EPS: +90% Stock price: -XXXX% We all know $BABA's story. China has been out of favor for a while now and Alibaba did not live up to its expectations since the IPO. And the stock plummeting over recent years reflected that. However things are looking better now and growth increased. I would also argue they could play an important role in the AI-boom in Asia. $BABA still looks relatively cheap with a forward PE of only XX. This while EPS and revenue are expected to grow close to XX% in the upcoming X years"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044889685393697) 2025-07-09 20:29:36 UTC 12K followers, 4044 engagements "12 Non-US Companies to consider as a long-term investor: - $ASML ASML - $CSU Constellation Software - $MELI Mercadolibre - $NU Nu Holdings - $RACE Ferrari - $SPOT Spotify - $ADYEN Adyen - $PME Pro Medicus - $RMS Hermes - $EVO Evolution AB - $TSM Taiwan Semiconductor - $CDLR Cadeler Which would you add"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929201971220586833) 2025-06-01 15:42:47 UTC 12.2K followers, 38.4K engagements "Which stock would you feel comfortable holding for XX years You can not sell For me: $ASML What's your pick"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1924921985080996256) 2025-05-20 20:15:39 UTC 12K followers, 30.2K engagements "6/ $NU Nu holdings Nu Holdings is a digital banking platform in Latin America. It offers a wide range of financial products including credit cards savings accounts loans and investment services all managed through a mobile app. They try to do justice to millions of customers who may have been underserved by traditional banks. Why does $NU have huge potential - Dominant digital banking presence in Latin America - Large and rapidly growing customer base - High smartphone and internet penetration in target markets - Significant portion of unbanked/underbanked population = Diversified product"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929529651325517953) 2025-06-02 13:24:52 UTC 12.2K followers, 6924 engagements "8/ $ASML No AI Boom without ASML. ASML is a Dutch giant who designs and manufactures advanced photo-lithography machines. These machines are used by big players like $TSM and $INTC. We need these machines to produce chips/semiconductors for virtually all modern (electronic) devices. ASML holds a monopolistic position in extreme ultraviolet (EUV) lithography technology. There is simply no other company that does what $ASML does. And it will take a long time for a company to catch up. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771600014221779) 2025-07-11 20:37:17 UTC 12.2K followers, 3452 engagements "Of course there is a lot more to these companies than just revenue and EPS. But this does paint a picture. And it's a nice start to dig deeper. I have shares in all of these except in $UNH and $PDD. So you could say I'm a believer in most of these stories. How about you"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943045685143605265) 2025-07-09 20:32:46 UTC 12K followers, 3827 engagements "$SE net income is also expected to rise quickly in the upcoming years. The stock price will follow"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943577394100510782) 2025-07-11 07:45:35 UTC 12.2K followers, 2126 engagements "@meeijer That's a goodlooking portfolio. For me it would be something like: $ASML $15k $NBIS $15k $GOOGL $10k $NVO $10k $AMZN $10k $EVO $10k $TSM $10k $DLO $10k $OSCR $10k"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944494900961059211) 2025-07-13 20:31:26 UTC 12.2K followers, 3364 engagements "$OSCR Revenue: Q1 2020: $88.1M Q1 2025: $3.045B Total members: Q1 2020: XXXXXXX Q1 2025: 2.202.484 MLR dropped below XX% though in Q1 should stabilize above XX% for full year 2025"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941869854232846820) 2025-07-06 14:40:26 UTC 12.1K followers, 7239 engagements "@amitisinvesting Exactly. I would argue $ASML and $TSM are essential for everything we want to do in the next decade. $ASML not showing the progress that $TSM is showing though"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945724839790035064) 2025-07-17 05:58:46 UTC 12.2K followers, XXX engagements "BEARS DON'T LIKE TO GAMBLE US Gambling stocks are selling off due to fears of global economic slowdown and weaker consumer spending $PENN - Penn Entertainment -XX% ๐ป $FLUT - Flutter entertainment - XX% ๐ป $DKNG - Draftkings -X% ๐ป $CZR - Ceasars entertainment -XXX% ๐ป $GAMB - Group - X% ๐ป In Europe as well: $ENT - Entain - XXXX% ๐ $EVO is not doing so bad after all being down only X% in the last X days"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1899831100903399825) 2025-03-12 14:33:26 UTC 12.1K followers, XXX engagements "My top XX list of wide moat companies: - $ASML ASML Holding N.V. - $V / $MA Visa and Mastercard - $SPGI S&P Global Inc. - $TSCO Tractor Supply Company - $WM Waste Management - $INTU Intuit Inc. - $ISRG Intuitive Surgical - $TSM Taiwan Semiconductor - VIE: $SU Schneider Electric SE - $MSFT Microsoft Corporation Which stocks would you add"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1936522260413861934) 2025-06-21 20:31:00 UTC 12.2K followers, 18K engagements "These XX companies are not a buy right now: - $ASTS - $HIMS - $HOOD - $RKLB - $PLTR - $TSLA - $SOFI - $CRWD - $SPOT - $DUOL All of these companies have had incredible runups but valuations are stretched and a lot of future potential is more than priced in. Will they go up even more Very likely. They have had incredible momentum on their side and markets are still not showing signs of weakness. I simply do NOT like the risk/reward these companies currently provide. And investing for me is also limiting my downside and not chasing the hype. Don't get me wrong some of these companies are great."  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944016818231746610) 2025-07-12 12:51:42 UTC 12.2K followers, 32.8K engagements "If I had $100k to spend on a healthcare portfolio it would look like this: $XXXXXX $NVO - Novo Nordisk $XXXXXX $LLY - Eli Lilly $XXXXXX $HIMS - Hims and Hers $XXXXXX $BMY - Bristol-Myers Squibb Co $XXXXXX $JNJ - Johnson & Johnson $XXXXXX $OSCR - Oscar Health $XXXXX $UNH - UnitedHealth Group $XXXXX $TEM - Tempus AI Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1933630084495081715) 2025-06-13 20:58:31 UTC 12.2K followers, 66.1K engagements "16/ Honorable mentions: Some strong companies that did not make the cut now but certainly could be a strong and solid investment: - $META - $AMZN - $MSFT - $FICO - $INTU - $BOOK - $SPOT - $RACE - $AMD - $COST - $ADP"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855565793906767) 2025-07-14 20:24:35 UTC 12.2K followers, 4640 engagements "Top European Quality Companies๐Vol.2 X. $AI Air Liquide (@MichaelZero10 ) X. $PGHN Partners Group (@M1nvest ) X. $ABS Asseco Business (@M1nvest ) X. $III 3i Group (@M1nvest ) X. $ATCO-A Atlas Copco (@investerarpg ) X. $ABB ABB LTD (@investerarpg ) X. $VOLV-B Volvo (@investerarpg ) X. $SAP SAP (@investerarpg + @JK1399744382 ) X. $ACN Accenture (@HeyFlorent ) XX. $SPOT Spotify (@HeyFlorent ) XX. $NBIS Nebius (@KryptoBull2025) XX. $PRY Prysmian SpA (@adnisin) XX. $LONN Lonza (@RoqueNubloInvst) XX. $AIR Airbus (@RoqueNubloInvst) XX. $PLUS.L PLus500 ltd (@Eyal__Weiss) These are my top picks from"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1926222595059323378) 2025-05-24 10:23:48 UTC 12.2K followers, 11.4K engagements "Is Novo Nordisk one of the best risk/reward plays in the market right now Over the last X years: EPS: is up XXXXX% Stock price: only up XX% Meanwhile share count was also reduced by XXX% $NVO $NOVO"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1941412648383377561) 2025-07-05 08:23:39 UTC 12.2K followers, 20.7K engagements "If I had 100k to spend on a high-quality compounder portfolio it would look like this: $XXXXXX $V - Visa $XXXXXX $SPGI - S&P Global $XXXXXX $ASML - ASML $XXXXXX $MSFT - Microsoft $10:000 $CSU - Constellation Software $XXXXXX $GOOGL - Alphabet $XXXXXX $KKR - KKR & Co Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1930368971506700732) 2025-06-04 21:00:01 UTC 12.2K followers, 21.8K engagements "9/ $EFX Equifax is one of the big three credit reporting agencies best known for providing credit scores and reports used by lenders employers and landlords. They have evolved into a broader data and analytics company with a fast-growing segment in employment and income verification through its Workforce Solutions arm. Growth Rev Growth X yr CAGR: XXX% Rev Growth XX yr CAGR: XXX% EPS Growth XX yr CAGR: XXX% ROIC: XXX Gross Margin: XXXX Operating Margin: XX% PE: XXXX Forward PE: XX EV/EBITDA: XXXX Dividend yield: XXX% Why is $EFX a Buy Despite the recent price surge Equifax still looks"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1920572699945959896) 2025-05-08 20:13:08 UTC 12.1K followers, 2499 engagements "@meeijer Any stocks you would maybe add to your portfolio on this list"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944860395258437877) 2025-07-14 20:43:46 UTC 12.2K followers, XXX engagements "6/ $FFX Fairfax Financial Holdings Fairfax Financial Holdings is a Canadian financial holding company based in Toronto. They have holdings in property casualty insurance and reinsurance investment management and insurance claims management Fairfax Financial earns money through its insurance and reinsurance businesses by collecting premiums and targeting underwriting profits. It invests the float from these operations across stocks bonds and private equity to generate additional returns. The company is known for its disciplined value-oriented investment strategy under their CEO Prem Watsa."  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855529332859069) 2025-07-14 20:24:26 UTC 12.2K followers, 8776 engagements "8/ $EFX Equifax is one of the three major credit reporting agencies in the United States (along with Experian and TransUnion). It collects and maintains credit information on individuals and businesses. Equifax provides credit reports credit scores and other related services helping businesses assess the creditworthiness of potential customers and allowing consumers to monitor and protect their own credit. In addition to credit reporting Equifax also offers identity theft protection fraud detection and credit monitoring services. Currently trading at a forward P/E of XX XX% gross margin with"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1922237919252590702) 2025-05-13 10:30:08 UTC 12.2K followers, 1335 engagements "@SoJustFollowMe I think $ASML clearly also has some China risk. Through policies and politics but $TSM is also one of their main customers"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944759671559971103) 2025-07-14 14:03:32 UTC 12.2K followers, XXX engagements "Ever wonder how $NVDA turned into a $4T company and $AMD is still stuck at $240B Here is why:"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944676380236796036) 2025-07-14 08:32:34 UTC 12.2K followers, 10.3K engagements "$PLTR shareholders have bigger balls than me. I had a nice little run with $PLTR from $X to $XX. But sold out of the position along the way. Still my most profitable investment so far. Looking back I'm still happy I sold as I think it was and still overvalued. Would need to see a 50%+ drop before I would be interested in re-entering the position again. Thoughts Is $PLTR still a buy at this level"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945130836195516875) 2025-07-15 14:38:24 UTC 12.2K followers, 11.3K engagements "@SoJustFollowMe Nice I'm also not convinced for $PDD tbh Much better picks in Asia but still interesting position they are in"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943047236159705491) 2025-07-09 20:38:55 UTC 12K followers, 1478 engagements "@StableBread $TDG $CHTR $LRCX $CCCS I dont come across very often though"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943559648637853942) 2025-07-11 06:35:04 UTC 12.1K followers, XXX engagements "๐จPortfolio Update 02-07-2025 ๐จ My buys and sell for June: โ Buy: $DLO (short thesis is pinned in profile) โSells: closed positions in $AXON (53% profit) and $VST (134% profit) I still like both AXON and Vistra but valuations did not make sense anymore. Will keep watching both. $AXON I might re-open a position around $XXX and $VST I would consider reopening around the $XXX level. My YTD: XXX% ๐ซค S&P500: XXXX% VWRL (Allword) - X% Portfolio returns since inception in 2023: XX% I'm still lagging the S&P500. Mainly because of these two reasons: At least I'm beating my all-world benchmark. X Three"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1940502048346361989) 2025-07-02 20:05:15 UTC 12.1K followers, 11.8K engagements "@gainify_io I think there is still a lot more room to grow for $NVDA and $AMD. Although a correction would be welcome and also quite healthy"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945129370504380565) 2025-07-15 14:32:35 UTC 12.1K followers, XXX engagements "@MitchMartan98 True Would add $SE to that list as well ;)"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943676171838685595) 2025-07-11 14:18:05 UTC 12.2K followers, XXX engagements "2/ $DLO $DLO provides payment solutions for some of the worlds largest companies like $AZMN $UBER $MSFT $SHOP and $GOOGL. I like to refer to them as the mini- $ADYEN with a specialization in and a focus on emerging markets. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross margin: XXXX% - Operating margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXX - PEG: XXX Sentiment: Attractively valued. $DLO is one of my latest buys. I think this company is mispriced and deserves to trade at a lot higher valuation. It's priced like a"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943771577767886967) 2025-07-11 20:37:12 UTC 12.2K followers, 5330 engagements "3/ $KKR Kohlberg Kravis Roberts & Co KKR is a global investment firm that manages multiple asset classes including private equity credit real estate and infrastructure They raise and manage capital for a diverse group of investors across many different asset classes. They then reinvest this capital in companies and assets with a focus on value creation . On top of that they charge management fees for managing the funds and earning a share of the profits when investments perform well. KKR has outperformed the market by a wide margin in the last decade and I expect this to continue. They are up"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855516729237709) 2025-07-14 20:24:23 UTC 12.2K followers, 5726 engagements "@mycreditjourney But you don't have them ๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945214855734014117) 2025-07-15 20:12:16 UTC 12.2K followers, 5175 engagements "My buy levels for these XX amazing companies with rich valuations: $RACE / Ferrari NV -- $XXX $COST / Costco -- $XXX $FICO /Fair Isaac Corp -- $1500 $SPOT / Spotify -- $XXX $SPGI / S&P Global -- $XXX $AXON / Axon -- $XXX $NKE / Nike --$48 $CRM / Salesforce --$240 $V / Visa -- $XXX $PLTR / Palantir -- $XX Do you agree with these levels"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1916911800773169235) 2025-04-28 17:46:02 UTC 12.2K followers, 2388 engagements "$TSM is trading at a forward PE of only XX and an EV/EBITDA of only XX. Meanwhile their entire bear case is build around ''China-risk'' the risk of invasion which is very likely to never happen. - Revenue: XX% X yr CAGR (20.7% X yr forward est.) - EPS: XXXX% X year CAGR ( XXXX% X yr forward est.) Incredible margins too: - Gross: XXXX% - Net income: XXXX% โ They are highly monopolistic and the AI-tailwinds will continue pushing their growth further. Is this not one of the best buys in the market right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944749833438335386) 2025-07-14 13:24:26 UTC 12.2K followers, 3119 engagements "@Invesquotes My approach: ignore any quarterly stuff and focus on the long-term guidance. Does not make sense to focus too much on quarterly bookings for $ASML I think. I would like management to maintain or raise guidance for 2026 though ๐"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944775925511467441) 2025-07-14 15:08:07 UTC 12.2K followers, XXX engagements "$BLDR - TOP XX performer in the S&P500 in the last X and XX years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE ๐งต 1/ Company overview Imagine you want to build a house add an extension or do a big renovation. You're going to need a lot of materials. Things like wood for the frame pre-built sections like wall frames or roof pieces windows doors and all sorts of other supplies. Builders FirstSource is essentially a giant supplier for people who do this kind of work professionally like home builders and remodeling companies. Think of them like a massive hardware store or a"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1923696056966971419) 2025-05-17 11:04:15 UTC 12.2K followers, 29.6K engagements "If I had $100k to build a portfolio with European companies it would look like this: (keeping current valuations in mind) $25K $ASML $25K $NVO $12.5K $MC / $LVMH $12.5K $EVO $12.5K $NBIS $12.5K $CDLR Do you agree Anything you would add/change"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1939953611749920942) 2025-07-01 07:45:58 UTC 12.2K followers, 12.6K engagements "10 Companies that could 2X within X years ๐ - $HIMS Hims and Hers - $NBIS Nebius - $MELI MercadoLibre - $NU Nu Holdings - $NVO Novo Nordisk - $ASTS AST Spacemobile - $TSM Taiwan Semi - $ASML ASML - $OSCR Oscar Health - $BLDR Builders Firstsource Agree Which would you add"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1925287984569647506) 2025-05-21 20:30:00 UTC 12.2K followers, 60.6K engagements "@thexcapitalist Nice thread $BN is one of the best asset managers in the world. Great company to hold as a cornerstone in a portfolio"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1945105327155818966) 2025-07-15 12:57:02 UTC 12.2K followers, XXX engagements "Why choose between $NVO + $LLY and $HIMS FACTS: โIn 2022 XXX billion adults were overweight including over XXX million adults who were living with obesity โIn 2025 over X billion people globally are living with obesity PREDICTIONS: โ2 in X people will be either overweight or obese in 2030 โIn 2030 the total number of obese people will likely exceed XXX billion โBy 2035 an estimated two billion people in the world will be living with obesity Don't you think there is a place for $NVO $LLY AND $HIMS Not just one of them"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943267872253391313) 2025-07-10 11:15:39 UTC 12.2K followers, 3022 engagements "@investseekers Nice adds Still thinking about adding to $MC as well. But I think there are better buys right now"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943602207733039368) 2025-07-11 09:24:11 UTC 12.1K followers, XXX engagements "One of the lesser known ''Superinvestors'' is Stuart McLaughlin. He's known as a disciplined contrarian investor centered on deep value opportunities in cyclical and capital-intensive sectors such as energy steel and industrials He currently has XX holdings with some interesting names like $CCCS en $LRCX in there. Here are his XX holdings: - $MSFT - $TDG - $GOOGL - $AMZN - $CHTR - $ASML - $LRCX - $META - $MCO - $CCCS I actually quite likes his holdings. How about you"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943545933137924376) 2025-07-11 05:40:34 UTC 12.1K followers, 2514 engagements "$SE and $MELI are still not talked about enough. X Year growth rate: $SE: XXXXX% $MELI: XXXXX% Forecasted X year growth rate: $SE: XXXXX% $MELI: XXXXX% Both have a similar growth trajectory but $MELI seems to be outpacing. Which one would you rather hold for the next X years"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944008356764491928) 2025-07-12 12:18:04 UTC 12.2K followers, 8810 engagements "With US-markets touching all-time highs I'm more and more looking to diversify and buy Non-US companies. Here are my top XX picks outside of the US. - $SE Sea Limited - $CPNG Coupang - $DLO dLocal - $TSM Taiwan Semiconductor - $ASML ASML - $BABA Alibaba - $MC / $LVMH LVMH - $GRAB Grab - $MELI Mercadolibre - $NU Nu Holdings I currently own shares in $DLO $TSM $ASML $BABA and $LVMH. But I really like what I see in the other companies as well. Which one is your favorite"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1938506271633678595) 2025-06-27 07:54:45 UTC 12.2K followers, 30.5K engagements "Did you buy $OSCR because of analysts ratings Ofcourse not. And therefore you should not care about this downgrade today either. Analyst ratings are like male nipples: it's okay to have them but they are completely useless. This is what matters: โ Revenue is projected to grow XX% CAGR through 2027 with or without ACA subsidies โ Management has guided to $XXXX in EPS by 2027 โ They are shifting toward ICHRA as a long-term growth channel โ Trading at at only 7x estimated 2027 EPS I think we are only getting started"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943313726217543900) 2025-07-10 14:17:52 UTC 12.2K followers, 21.4K engagements "@gainify_io I think we all are. Growth estimates are strong but valuation does not yet reflect that for $MRVL"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944448659879285057) 2025-07-13 17:27:41 UTC 12.2K followers, 1594 engagements "$100k to spend and looking for a turnaround centered portfolio Here's how I'd do it: $XXXXXX $EVO Evolution AB $XXXXXX $NKE Nike $XXXXXX $PEP PepsiCo $XXXXXX $ENPH Enphase $XXXXXX $BLDR Builders Firstsource $XXXXXX $INTC Intel $XXXXXX $MC LVMH $XXXXX $UNH United Health Group Agree Disclaimer I only hold $EVO $BLDR and $MC"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1933978978106359932) 2025-06-14 20:04:54 UTC 12.2K followers, 18.8K engagements "8/ $TSM Taiwan Semiconductor TSMC is the worlds largest and most advanced dedicated semiconductor foundry. It manufactures chips for leading technology companies including $AAPL $NVDA $AMD and $QCOM To me one of the best buys in the market right now. Cheap looking at metrics but you will ''always'' have a discount due to the China-invasion risk. You get one of the widest monopolies in the world a fast-growing machine earnings a shit-ton of cash. TSMC would trade double the valuation if it was a US company. I think they will see multiple expansion as well as strong growth in the upcoming years"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944855538527039612) 2025-07-14 20:24:28 UTC 12.2K followers, 5173 engagements "Right now I would pick: $NVO over $HIMS $GOOG over $TSLA $DLO over $OSCR $AMZN over $MELI $NBIS over $CRWV $NVDA and $AMD Agree"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1937971663783743991) 2025-06-25 20:30:25 UTC 12.2K followers, 87.2K engagements "@CompoundingLab Haha sorry. Great companies though. $UNH im still not familiar enough with. And $EVO well we all know about Evo haha"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944860695771918520) 2025-07-14 20:44:58 UTC 12.2K followers, XXX engagements "@themattharbaugh One of the best right now I'm very curious what he did with his $ASML position in Q2"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942184615877202139) 2025-07-07 11:31:11 UTC 12K followers, XXX engagements "7/ $PDD Revenue: + 275%% EPS: XXX% Stock price: +82% Recent performance has not been stellar for $PDD They missed earnings and revenue estimates and are facing a lot of competition. They also face the ''China''-headwind as investors are still not bullish and staying away from the country. However growth is still very strong with a XX% CAGR revenue growth in the last X years. Currently they trade at a PE of only 11.8"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044894521725329) 2025-07-09 20:29:37 UTC 12.2K followers, 4474 engagements "@meeijer I lean towards $SE for now. But have to do more research in $MELI"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944016984103907450) 2025-07-12 12:52:21 UTC 12.2K followers, XXX engagements "@thexcapitalist Nice mixed bag I would do it like this: - $ASML $2000 - $NBIS $1500 - $GOOGL $1500 - $TSM $1000 - $OSCR $1000 - $DLO $1000 - $EVO/ $EVVTY $1000 - $AMZN $1000"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1942963931158298672) 2025-07-09 15:07:54 UTC 12.2K followers, 1962 engagements "@mind1nvestor It's like playing poker with play chips. It's just not the same"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943721908458930596) 2025-07-11 17:19:50 UTC 12.1K followers, XXX engagements "20 Companies with huge MOATS. What would your top X look like $ASML - ASML Holding NV $KO - Coca Cola $COST - Costco $CPRT - Copart $CSX - CSX Corp / $UNP - Union Pacific Corp $EVO - Evolution AB $FICO - Fair Isaac Corp $GGG - Graco Inc $HII - Huntington Ingalls Industries Inc $ICE - Intercontinental Exchange Inc $INTU - Intuit $MA - Mastercard / $V - Visa $MCO - Moody's Corp / $SPGI - S&P Global $MSFT - Microsoft $TSM - Taiwan Semiconductor Manufacturing $TSCO - Tractor Supply Co $WM - Waste Management Any companies I missed"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1915369745647325640) 2025-04-24 11:38:27 UTC 12.1K followers, 2626 engagements "@DividendDude_X $PLTR is a great company no doubt about that. Gains are well deserved with the growth and potential they've shown. But anything above $XX just does not make any sense to me. Priced for perfection. Doomed to drop like a rock"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1944777890693820497) 2025-07-14 15:15:56 UTC 12.2K followers, 5589 engagements "ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1931811218219835672) 2025-06-08 20:31:00 UTC 12.2K followers, 73K engagements "2/ $CSU Constellation software Constellation Software acquires manages and builds vertical market software (VMS) businesses. Essentially they buy up smaller software companies that serve specific niche industries (like software for libraries marinas or public transit). Why does $CSU have huge potential - Diversified portfolio - Decentralized model - High switching costs for clients - Strong cash flow generation - A proven model of identifying and integrating new businesses. - High ROIC - Founder-led: Led by its visionary founder Mark Leonard Valuation: ๐ It's one of these companies that"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1929529635865280886) 2025-06-02 13:24:48 UTC 12.2K followers, 8229 engagements "4/ $GOOGL Alphabet Since Q1-21 Revenue: +138.8% EPS: +138.2% Stock price:+69% The LLM/AI thread is keeping $GOOGL down. Will they be able to mitigate their search revenue loss I think they are perfectly diversified to be a key player in this AI-boom one way or the other. $GOOGL has shown they are always capable of adapting to new trends. With their current diversified business segments they are in pole position to keep doing that. $GOOGL is here to stay and I'll be with them"  [@TacticzH](/creator/x/TacticzH) on [X](/post/tweet/1943044879929741499) 2025-07-09 20:29:34 UTC 12.2K followers, 3812 engagements
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TacticzHazel - Value Investing has been discussing and sharing insights on various stocks, with a focus on long-term holds and undervalued companies. The conversation revolves around sharing favorite stocks, portfolio compositions, and buy levels, with some users expressing bullish sentiments on $nbis, $asml, $googl, and $tsm. Discussions also center around the potential for certain stocks to grow or be undervalued, with $nbis and $asml being mentioned as having significant potential.
Social category influence finance #982 stocks #1244 technology brands #4242 automotive brands #666 cryptocurrencies XXXX% countries XXXX% luxury brands XXXX% fashion brands XXXX% exchanges XXXX% travel destinations XXXX%
Social topic influence asml #4, $asml #3, $se 7.81%, $nbis #1, $oscr #3, $dlo #1, $googl #92, $tsm #37, oscr #3, googl #2
Top accounts mentioned or mentioned by @meeijer @sojustfollowme @gainifyio @mmoney642 @amosblanco1 @wealthmatica @longoption @investseekers @thexcapitalist @realroseceline @alexandermorcef @simeonresearch_ @uboat159 @gainify_io @dividenddudex @gabgrowth @simeonresearch @heyflorent @mycreditjourney @m23nyc
Top assets mentioned Sea Limited (SE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oscar Health, Inc. (OSCR) DLocal Limited Class A Common Shares (DLO) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Alibaba Group (BABA) Coupang, Inc. (CPNG) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) NuCypher (NU) Microsoft Corp. (MSFT) Axon Enterprise, Inc. (AXON) Amazon.com, Inc. (AMZN) Merit Circle (MC) MercadoLibre Inc (MELI) Robinhood Markets, Inc. (HOOD) Tesla, Inc. (TSLA) UnitedHealth Group (UNH) Palantir (PLTR) Ferrari N.V. (RACE) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Spotify Technology (SPOT) Nu Holdings Ltd. (NU) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Builders FirstSource, Inc. (BLDR) Moody's Corporation (MCO) Marvell Technology Inc (MRVL) Vistra, Corp. (VST) Eli Lilly and Company (LLY) Costco Hot Dog (COST) Nike Inc (NKE) RAI Finance (SOFI) ZetaChain (ZETA) Apple, Inc. (AAPL) Metadium (META) Iris Energy Limited Ordinary Shares (IREN) Duolingo, Inc. Class A Common Stock (DUOL) CoreWeave, Inc. (CRWV) Mastercard, Inc. (MA) Crowdstrike Holdings Inc (CRWD) Intuit Inc. (INTU) Rocket Lab USA, Inc. Common Stock (RKLB) Cream (CRM) KKR & Co, Inc. (KKR) PepsiCo, Inc. (PEP)
Top posts by engagements in the last XX hours
"@wealthmatica @gainify_io One of the best asset managers in the world" @TacticzH on X 2025-07-15 14:31:10 UTC 12.2K followers, XXX engagements
"These are the XX most searched stocks on @gainify_io last month. I ranked them based on buy worthiness: X. $GOOGL Alphabet X. $NVO Novo Nordisk X. $ASML ASML X. $AMZN Amazon X. $AMD Advanced Micro Devices X. $NVDA NVIDIA Corporation X. $UNH UnitedHealth Group X $MSFT Microsoft Corporation X $TSLA Tesla XX $AAPL Apple Do you agree" @TacticzH on X 2025-06-25 10:30:00 UTC 12.1K followers, 9531 engagements
"Are you buying this $FICO dip I kind of have to buy after not having the balls last time. Is this time different" @TacticzH on X 2025-07-08 14:34:20 UTC 12.2K followers, 5413 engagements
"7/ $CPNG Coupang is one of South Koreas biggest tech companies best known for its fast delivery service Rocket Delivery. Some people call it the ''Amazon of South Korea'' It started as an e-commerce platform in 2010 and has since expanded into groceries streaming food delivery and now even fintech. For a lot of people in Korea its just part of everyday life now. Growth 5Y - Rev: XX% - Revenue growth next X year: XXXX% - Ebitda growth next year: XX% Operational - Gross margin: XXXX - Operating margin: XXX% Valuation - Forward PE: XX - Forward P/OCF: XXXX - PEG: XXX Sentiment: Love the company" @TacticzH on X 2025-07-11 20:37:16 UTC 12.2K followers, 3189 engagements
"Do you own any of these names Do you think they are overvalued or undervalued From this list I am most interested in $SE and $CPNG from the stocks I do not own. Did you enjoy this Please like and follow. Have a great weekend ๐" @TacticzH on X 2025-07-11 21:04:18 UTC 12.2K followers, 3145 engagements
"15 companies to buy and hold for the next decade And no this is not just a list of the Mag X ๐ How many do you own โ
๐งต 1/ $BN Brookfield Corporation Brookfield Corporation is a global alternative asset manager. They invest in various sectors including real estate infrastructure renewable power private equity and credit. They have shown incredible performance over the last decades. They have delivered XX% annual returns for the last XX years. Management thinks they can continue this trajectory and double in size over the next X years. They have a very experienced management team and their" @TacticzH on X 2025-07-14 20:24:21 UTC 12.2K followers, 59.5K engagements
"$AMD is not a buy right now $ASTS is not a buy right now $RKLB is not a buy right now $HIMS is not a buy right now $TSLA is not a buy right now And neither are $PLTR $MSTR $NVDA and $HOOD and many other popular stocks. Don't get me wrong they might still provide amazing returns. All of these companies had amazing buying opportunities in April but times have changed. You buy stocks when the opportunity is undeniable absolutely clear and the risk/reward is great. You do NOT chase missed opportunities and act on FOMO. With valuations extending and share prices skyrocketing it's time to proceed" @TacticzH on X 2025-06-28 07:50:10 UTC 12.1K followers, 302K engagements
"๐ชMy current investable Universe ๐ช Any suggestions for stocks to add to this universe $AMZN โ
$AMD ๐ $ASML โ
$ASTS $AXON โ
$BABA โ
$BLDR โ
$CDLR $COST $CRM $CSU $EVO โ
$FICO $GOOG โ
$GRAB $HIMS ๐ $HOOD $KKR $LLY $MC โ
$MCO $META $MSFT โ
$NBIS โ
$NFLX $NKE $NU $NVDA โ
$NVO โ
$OSCR ๐ $PEP $PLTR $PME $RACE ๐ $SOFI $SPOT ๐ $SPGI โ
$TSLA $TSM โ
$UBER $V โ
$VST โ
How many do you own โ
= I own ๐ = High on watchlist but want better price" @TacticzH on X 2025-06-04 14:11:21 UTC 12.2K followers, 21.8K engagements
"@MMMTwealth Still undervalued Time for another leg up for $BABA" @TacticzH on X 2025-07-15 10:07:43 UTC 12.1K followers, XXX engagements
"Which portfolio would you pick to benefit maximally from the AI-wave Portfolio 1: $AMZN $NBIS $IREN $ASML Portfolio 2: $GOOGL $AMD $AVGO $MRVL Portfolio 3: $META $NVDA $DUOL $ADBE Portfolio 4: $TSLA $PLTR $CRWV $TSM Option 5: pick one from each category" @TacticzH on X 2025-07-06 20:22:45 UTC 12.2K followers, 12.3K engagements
"5 stocks to buy right now: - $NBIS - $NVO - $GOOGL - $OSCR - $TSM X stock I want to buy but with better prices: - $SPOT - $RACE - $HIMS - $HOOD - $CSU X stocks I would avoid: - $PLTR - $TSLA - $PEP - $LULU - $NKE Agree" @TacticzH on X 2025-06-07 20:33:43 UTC 12.2K followers, 158.9K engagements
"@meeijer Nice list Some more homework to do. I would maybe add: $SE $CPNG $MRVL $BLDR" @TacticzH on X 2025-07-04 20:56:49 UTC 12.1K followers, 1245 engagements
"If I had $100k to build a grow stock portfolio it would look like this: $25k - $NBIS Nebius Group $25k - $HIMS Hims and Hers $15k - $AXON Axon Enterprise $15k - $NU Nu Holdings $10k - $HOOD Robinhood $10k - $SOFI Sofi Technologies. Agree" @TacticzH on X 2025-05-10 18:33:33 UTC 12.2K followers, 78.3K engagements
"Chris Hohn is one of my favorite Superinvestors. He buys strong wide-moat companies and tends to holds them for long periods. His portfolio contains of X companies. Do you think this portfolio beats the S&P500 Companies + holding period: $GE: X quarters $MSFT: XX quarters $MCO: XX quarters $V: XX quarters $SPGI: XX quarters $CP: X quarters $CNI: XX quarters $GOOGL: XX quarters $FER: X quarters" @TacticzH on X 2025-07-07 03:30:00 UTC 12.1K followers, 8349 engagements
"BUY TWO SELL TWO HOLD ONE: - $OSCR $XXXXX - $HIMS $XXXXX - $SOFI $XXXXX - $NBIS $XXXXX - $DLO $XXXXX What do you do" @TacticzH on X 2025-07-11 14:52:18 UTC 12.2K followers, 37.3K engagements
"8/ $AXON Axon Enterprise U.S.-based company that provides technology solutions for law enforcement agencies. Their products include body-worn cameras TASER devices and a software services like Axon Cloud and Draft One. Axon aims to modernize policing through technology enhancing transparency efficiency and safety. Growth: Market Cap: 48.37B Revenue: $2.08B Revenue: XXXX% CAGR - X year Gross Margin: XXXX% Operating Margin: XXX% Valuation P/S. XXXXX Current P/E: XXX Forward PE: XX Axon is very very expensive. However it's always been expensive since it has been executing so well since" @TacticzH on X 2025-05-06 14:15:35 UTC 12.1K followers, 2093 engagements
"Two companies that I'm going to look into in the near future: $CPNG + $SEA Both showing steady but impressive growth. $CPNG: XX% revenue growth X year CAGR $SEA: XXXX% revenue growth X year CAGR This is expected to drop towards the low 20s in the upcoming year but still looks strong. Both are dominating their home markets. Any tips on threads/accounts to check out when looking into these two companies" @TacticzH on X 2025-06-29 12:30:00 UTC 12.2K followers, 8165 engagements
"@dhruv19891404 No specific thoughts on $ZETA ๐" @TacticzH on X 2025-07-13 17:26:51 UTC 12K followers, XXX engagements
"My current top X holdings: X. $ASML ASML X. $EVO $EVVTY Evolution AB X. $NBIS Nebius X. $MSFT Microsoft X. $GOOGL Alphabet Which are yours" @TacticzH on X 2025-06-10 14:51:17 UTC 12.2K followers, 27.1K engagements
"My $DLO thesis in short: Basically a mini- $ADYEN. They do cross-border payments for merchants in emerging markets. They enable merchants to accept and disburse payments through one single API. The Good: โ
Fast growing TPV - over XX% CAGR since 2021 โ
Fast growing revenue - Close to XX% CAGR last X years and still expected to double in the next X โ
Strong cash position /no debt โ
Margins stabilizing โ
FCF margin currently XXX% but expected to normalize around XX% โ
ROCE above XX% โ
Strong CEO with Pedro Arnt โ
Huge TAM to attack The risky: โHigh concentration in a small group of merchants โ" @TacticzH on X 2025-06-27 20:30:35 UTC 12.2K followers, 10.8K engagements
"There are still some great buys in the market: $DLO at $XXXXX $NVO at $XXXXX $OSCR at $1647 $BABA at $XXXXXX $LVMH at XXX $GOOGL at $XXXXXX $ASML at XXXXX $CDLR at $2018 $SE at XXXXXX What are you buying next week My eyes are on $BABA and $OSCR" @TacticzH on X 2025-07-05 21:01:27 UTC 12.2K followers, 13.5K engagements
"@meeijer This is a great short-list for founder led companies. I would maybe add: $AXON $NU and $FTNT" @TacticzH on X 2025-07-06 21:07:31 UTC 12.1K followers, XXX engagements
"5/ $GRAB Grab the Super-app from Southeast Asia. They offer a huge range of services primarily through their mobile application. Main focus is on: - Ride hailing (like $UBER) - Deliveries food and groceries - Digital payments through GrabPay - Financial services: Grabinsure Basically an ''Everyday Everything-app''. Growth 5Y - Rev: XX% - EPS: not profitable yet - Revenue growth next X year: XXXX% Operational - Gross margin: XXXX% - FCF margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX - P/FCF: XXXX Sentiment: reasonably priced. Would rather wait for a better entry level. But" @TacticzH on X 2025-07-11 20:37:15 UTC 11.9K followers, 3666 engagements
"7/ $ARM Arm Holdings Another company you don't hear about often enough is $ARM. ARM designs the fundamental blueprints for computer chips especially for things that need to be power-efficient like smartphones tablets and even newer laptops. Instead of making the actual chips themselves ARM licenses these designs to other companies (like Apple Samsung Qualcomm). These companies then take ARM's designs and customize them to create their own specific processors for their products. AI needs power-efficient chips and that's ARM's specialty especially for devices like phones and new data centers." @TacticzH on X 2025-06-06 21:14:57 UTC 12.2K followers, 6220 engagements
"9/ $TSM $TSM is the world's largest independent semiconductor foundry. It specializes in manufacturing integrated circuits (designed by other companies (like $NVDA and $AAPL) operating on a "pure-play" foundry model meaning it does not design or sell its own branded chips. TSMC is a critical supplier to the global technology industry producing advanced chips for a wide range of applications including smartphones high-performance computing and automotive electronics. Growth 5Y - Rev: XX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross margin: XXXX% -" @TacticzH on X 2025-07-11 20:37:18 UTC 12.2K followers, 4071 engagements
"5/ $CSU Constellation software Constellation Software acquires manages and grows vertical market software companies. These are specialized software businesses that serve specific industries like healthcare finance public transit and more. CSU focuses on buying small to mid-sized companies with strong customer relationships and predictable revenues. Most of their businesses sell mission-critical software on a subscription basis leading to high recurring revenue and stability. They have delivered exceptional shareholder returns in the last decade and I expect them to continue doing so. They are" @TacticzH on X 2025-07-14 20:24:25 UTC 12.2K followers, 5235 engagements
"These are my favorite companies that I do not own: - $FICO - $SE - $MELI - $NU - $AMD - $RACE - $SPOT - $COST - $CPNG - $CSU Which one is the best buy right now" @TacticzH on X 2025-07-10 20:51:38 UTC 12.2K followers, 5462 engagements
"Which portfolio do you think will perform the best in the second half of 2025 Portfolio 1: $BABA $PPD $SE $CPNG $GRAB Portfolio 2: $HOOD $SOFI $HIMS $OSCR $ZETA Portfolio 3: $UNH $LVMH $NKE $PEP $LULU Portfolio 4: $V $MA $SPGI $EFX $MCO" @TacticzH on X 2025-07-02 10:30:00 UTC 12.2K followers, 14.4K engagements
"The global cybersecurity market is expected to grow to over $XXX Billion by 2033: which is more than a 3X from 2024. Here are XX great companies to benefit from this sector tailwind: $PANW Palo Alto Networks $CRWD CrowdStrike $FTNT Fortinet $NET Cloudflare $ZS Zscaler $VRSN VeriSign $CHKP Check Point Software Technologies $AKAM Akamai Technologies $OKTA Okta $CSCO Cisco Systems $S SentinelOne Which is your favourite" @TacticzH on X 2025-07-06 13:50:31 UTC 12.2K followers, 6949 engagements
"Right now I would pick: $NVDA over $AMD $NBIS over $CRWV $NVO over $LLY $BYD over $TSLA Agree" @TacticzH on X 2025-05-19 18:59:40 UTC 12.1K followers, 83.2K engagements
"US markets are closed today. Here are a couple of (lesser-known) companies to research during this boring day: $ZETA Zeta Global Holdings $IREN Iren $CDNS Cadence Design Systems $SNPS Synopsys $MRVL Marvell $SE Sea Ltd $CPNG Coupang $FRFHF Fairfax Financial $PME Pro Medicus $BLDR Builders Firstsource $NU Nu Holdings $CDLR Cadeler $AXON Axon $KPG Kelly Partners $EFX Equifax $GAMB Gambling (.com) Group $BULL Webull corp Which has the most potential you think Any other companies worth researching" @TacticzH on X 2025-07-04 06:10:11 UTC 12.2K followers, 19.5K engagements
"Here are my XX favorite NON-US companies You should be watching these ๐งต 1/ $NBIS Nebius is highly specialized in AI-centric cloud infrastructure and services. When you buy Nebius you buy a stake in: โ
Nebius core: AI-centered cloud platform + data centers โ
Avride: Autonomous driving and delivery robots โ
Clickhouse: open-sourced column-oriented SQL database management system โ
TripleTen: Online education platform that provides coding bootcamps โ
Toloka: Crowdsourcing platform that provides human-annotated data for training and evaluating AI models All of these together make them a very strong AI" @TacticzH on X 2025-07-11 20:37:11 UTC 12.2K followers, 54.9K engagements
"11/ $RACE I hear you think a car company But $RACE is not a your typical car company. It's a luxury company and a damn good one at that. They are one of the only companies in the world that actually limit their production capacity to create scarcity. And it works. It's one of the most steady and predictable companies in the world. This is also a great company to hold during tariff turmoil as they have a lot of pricing power. And come on who does not want a Ferrari What a brand. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - Gross margin:" @TacticzH on X 2025-07-11 20:37:20 UTC 12.2K followers, 3743 engagements
"Which company do you think is the best buy right now - $OSCR at $XXXXX - $DLO at $XXXXX - $SOFI at $XXXXX - $GOOGL $XXX - $PLTR at $XXXXXX - $NVO at $XXXXX - $NBIS at $XXXXX - $ASML at XXX - $BABA at $XXX - $TSLA at $310.78" @TacticzH on X 2025-07-15 20:10:26 UTC 12.2K followers, 164.1K engagements
"@SoJustFollowMe Great mix as well Most of these X% companies are new for me Which one is your favorite of those" @TacticzH on X 2025-07-08 20:26:13 UTC 12.2K followers, XXX engagements
"$ASML shares are down X% premarket. This is mostly due to weaker q3 guidance and no guidance for 2026" @TacticzH on X 2025-07-16 06:15:51 UTC 12.2K followers, 2636 engagements
"@faegir_hrafn I get what you are saying. But this is exactly what I also heard in 2021 when people were talking about $ROKU $PTON $NIO and $LCID for example. And look how that went. Not saying it will happen to all of these but some correct heavily. No doubt about that" @TacticzH on X 2025-07-12 14:21:49 UTC 12.2K followers, XXX engagements
"@stoyan_petrov I only used $MC cause it's the french ticker" @TacticzH on X 2025-07-14 12:00:55 UTC 12.1K followers, XX engagements
"$OSCR is now close to $XX due to another downgrade this time by one of the worst analysts on the planet. Ignore and focus on: - $1.2B in FCF - Exceptional revenue growth (80% X yr cagr) - Exceptional member growth (51% X yr cagr) - MLR improving - $4.5T TAM in the US Healthcare market - EV/FCF: 1.7x - PE: 32x What do you think buying opportunity or dead money" @TacticzH on X 2025-07-11 12:47:16 UTC 12.2K followers, 73.8K engagements
"@Vazenngmi Just checked TradeGate price for premarket and now Euronext Amsterdam for live price" @TacticzH on X 2025-07-16 07:28:12 UTC 12.2K followers, XX engagements
"4/ $BRK.B Berkshire Hathaway We all know this one of course. Berkshire Hathaway transformed from a dying textile company to the juggernaut it is today all by the great Warren Buffett. Berkshire is known for its diverse portfolio of businesses and investments in a large variety of industries. They mainly operate through their subsidiaries in insurance rail transportation energy generation and distribution manufacturing and retailing. They also hold a large portfolio of equity securities and derivatives. I think that even without Warren at the wheel the foundation of Berkshire is strong enough" @TacticzH on X 2025-07-14 20:24:24 UTC 12.2K followers, 5310 engagements
"$NBIS Nebius Market cap: $9.38B Clickhouse value: about $1.8B Avride: Atleast $5B (could be way more) That means just $6.8B in value for these two segments. The market currently values Nebius Core Business + Toloka + TripleTen at just a measly $2.56B. An absolute steal. Oh and they have a shitload of cash as well" @TacticzH on X 2025-06-04 20:01:32 UTC 12.2K followers, 29.3K engagements
"@WallyWalraven I also quite like $HIMS $HOOD and $SPOT. But not right now" @TacticzH on X 2025-07-13 12:31:10 UTC 12K followers, XX engagements
"@HyperTechInvest $STNE is such a great company. Very much ignored by the market" @TacticzH on X 2025-07-14 15:32:02 UTC 12.2K followers, XXX engagements
"@gainify_io My money would be on $AXON $AMD and $NVDA" @TacticzH on X 2025-07-10 11:40:10 UTC 12.1K followers, XXX engagements
"๐จ $TSM with another monster quarter ๐จ - Revenue $31.6B vs. 30.2B expected ๐ข - EPS $XXXX vs. $XXXX expected ๐ข - Gross Margin XXXX% vs. XXXX% expected ๐ข While $ASML continues to struggle $TSM is not facing any slowdown whatsoever. And come on these margins. Net income was $12.45B just this quarter. Does this look like a company that should be trading at forward PE of XX and an EV/EBIT of XXXX One of the best deals in the market right now" @TacticzH on X 2025-07-17 05:50:06 UTC 12.2K followers, 3678 engagements
"My $DLO thesis ๐งต I recently opened a position in $DLO. Here is why 1/ What does $DLO do $DLO is like a mini- $ADYEN but specifically aimed at emerging markets. They provide payment solutions for some of the worlds largest companies like $AZMN $UBER $MSFT $SHOP and $GOOGL (and many more) They help these companies navigate the difficult landscape of payment processing in emerging markets. They aim specially at: Latin America Africa the Middle East and Asia. They currently operate in XX countries" @TacticzH on X 2025-06-26 20:15:03 UTC 12.2K followers, 69.8K engagements
"@BourbonCap @theTIKR Their buybacks have been very solid indeed. Let's see what guidance $ASML will give for h2" @TacticzH on X 2025-07-14 13:04:57 UTC 12.2K followers, XXX engagements
"@SoJustFollowMe Have you checked out $CPNG or $SE Very interesting companies as well" @TacticzH on X 2025-07-09 20:49:47 UTC 12.2K followers, XXX engagements
"@SimeonResearch_ Excellent picks. $PME.AX is so strong as well. Doesn't get any recognition but that growth though" @TacticzH on X 2025-07-14 15:26:45 UTC 12.2K followers, XXX engagements
"Here are my top XX plays with exposure to nuclear energy: - $VST Vistra Corp - $RR Rolls Royce - $LMT Lockheed Martin - $CEG Constellation Energy - $OKLO Oklo - $HON Honeywell - $D Dominion Energy - $CCJ Cameco - $GEV GE Vernova - $BWX BWX Technologies Which is your favorite Why nuclear stocks The energy consumption of data centers is projected to DOUBLE or even TRIPLE in the coming years. Some estimates suggest that by 2030 electricity used by data centers alone could be comparable to that of entire countries like India or Germany. We WILL need NUCLEAR power to meet those incredibly high" @TacticzH on X 2025-06-20 18:45:35 UTC 12.2K followers, 18.1K engagements
"Which company do you think is the best buy right now - $OSCR at $XXXXX - $DLO at $XXXXX - $NBIS at $XXXXX - $ASML at XXX - $TSM at $XXX - $AMD at $XXXXXX - $HOOD at XXXXX - $UNH at $311" @TacticzH on X 2025-07-03 13:46:15 UTC 12.2K followers, 49.9K engagements
"My buy levels for these high quality companies: - $DLO below $XX โ ๐ข - $OSCR below $XX ๐ - $NU below $XX - $ASML below XXX โ๐ - $BABA below $XXX โ ๐ข - $HIMS below $XX - $CDLR below $XX ๐ - $SE below $XXX ๐ - $CPNG below $XXXXX - $BLDR below $XXX โ - $AXON below $XXX - $VST below $XXX - $MC / $LVMH below XXX โ ๐ข - $NBIS below $XX โ - $AMD below $XXX - $TSM below $192โ - $HOOD below $XX - $GRAB below $XXXX - $ZETA no idea yet thoughts - $IREN no idea yet thoughts Agree โ= I own currently ๐ = close to buy worthy ๐ข= buy worthy now" @TacticzH on X 2025-07-03 20:53:20 UTC 12.2K followers, 37.8K engagements
"10/ $LVMH - $MC When you think of luxury you think of LVMH. And rightly so. LVMH has been one of the largest luxury conglomerates for a while now. Run by the brilliant Bernard Arnault. That's why it's one of by positions (albeit fairly small) Known for brands like: Christian Dior Tag Heuer Mot & Chandon Marc Jacobs and of course Louis Vuitton. Growth 5Y - Rev: XXX% - EPS: XX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - Gross margin: XX% - Operating margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX Sentiment: fairly valued. Even though the stock price has" @TacticzH on X 2025-07-11 20:37:19 UTC 12.2K followers, 3080 engagements
"@mycreditjourney In Dutch we have a saying: never sell $ASML๐" @TacticzH on X 2025-07-15 20:13:24 UTC 12.2K followers, XXX engagements
"12/ $CSU Constellation Software is a Canadian company that acquires manages and builds vertical market software VMS businesses globally. And they've been doing an excellent job at that. They act like a holding company for large collection of specialized software businesses. Their core business model revolves around finding profitable niche software companies acquiring them at reasonable prices and then letting the existing management teams continue to run and grow those businesses with a "light touch" from Constellation's head office Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next 2" @TacticzH on X 2025-07-11 20:37:21 UTC 12.2K followers, 3416 engagements
"When the markets are ripping its time to look into some unloved sectors: Here are X sectors that are worth looking into if you can stomach being a contrarian and have a bit of patience: Solar $ENPH Enphase $FSLR First Solar $SEDG Solaredge Healthcare $NVO Novo Nordisk $UNH United Health $PFE Pfizer Consumer Discretionary $LVMH/ $MC Mot Hennessy Louis Vuitton $EL Estee Lauder $LULU Lululemon Oil/Gas $XOM Exxon Mobill $CVX Chevron $TTE Total Energies China $BABA Alibaba $PDD Pinduoduo $JD What sector/companies are you looking into right now Just to be transparant I only own $MC out of this" @TacticzH on X 2025-06-11 16:30:00 UTC 12.1K followers, 6094 engagements
"@Tech_Investor20 I imagine $HIMS to be all of that but than the cheap knock-off version just like their products. Great company but framing them like these X juggernauts is just a little bit out of place" @TacticzH on X 2025-07-14 15:21:24 UTC 12.2K followers, XXX engagements
"I added to my $BABA position at $XXX last week. Excellent timing. Shares are up +6% AH on the news that $NVDA will resume H20 sales to China. This means $BABA will regain access to these chips and right now these are simply the best chips to build or improve their AI-models. I think we will see $BABA back at $XXX sooner than most expect. Thoughts" @TacticzH on X 2025-07-15 08:59:27 UTC 12.2K followers, 5233 engagements
"My latest buys and sells: Buy: - $DLO - $OSCR - $BABA Sell: - $VST - $AXON What are yours" @TacticzH on X 2025-07-11 08:49:15 UTC 12.2K followers, 23.3K engagements
"11 $SPGI S&P Global Still quite an unknown company to most of us. But also quite the ''duopoly with'' $MCO which I will cover next. Just like $MCO $SPGI is mostly known for their credit rating business They evaluate and rate the creditworthiness of governments companies using the famous scale from AAA to D. But they do more; they also have a highly profitable market intelligence business. They also maintain and and license key benchmarks such as the S&P XXX and Dow Jones Industrial Average. Another very steady high quality compounder which I do not mind holding for a long long time" @TacticzH on X 2025-07-14 20:24:30 UTC 12.2K followers, 4505 engagements
"@DataDInvesting Can someone please send the $ASML CEO to China" @TacticzH on X 2025-07-15 04:11:22 UTC 12.2K followers, XXX engagements
"@GabGrowth Those X would be high on my list as well. I like $BABA and $CPNG as well" @TacticzH on X 2025-07-10 20:52:31 UTC 12.1K followers, XXX engagements
"As a Dutchy myself I thought I'd share my XX favorite Dutch companies. All of them are worth checking out Which is your favorite $ASML ASML $ADYEN Adyen $BESI BESI $ASMI ASMI $NBIS Nebius $WKL Wolters Kluwer $AALB Aalberts $AMG AMG Critical Materials NV $VLK Van Lanschot Kempen $HEIJM Koninklijke Heijmans NV What is your favorite company from your home country" @TacticzH on X 2025-06-09 21:00:00 UTC 12.2K followers, 17.2K engagements
"@HyperTechInvest Nice list Would maybe add $SE $CPNG and $ADYEN" @TacticzH on X 2025-07-04 07:44:40 UTC 12.1K followers, XXX engagements
"@m23nyc True. Really like the $CPNG story" @TacticzH on X 2025-07-11 21:22:00 UTC 12.2K followers, XX engagements
"3/ $EVO Evolution gets mistaken as an online casino quite often. They are not. They merely develop produce and license these online casino games and slots to the operators worldwide. And they do it very well They are the market leader have a relatively wide moat and have the widest range of slot games and game shows (and also the most popular ones). Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXX% Operational - ROIC: XXXX% - EBITDA margin: XXXX% - Operating margin: XXXX - Net income margin: XX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXXX Sentiment: Attractively" @TacticzH on X 2025-07-11 20:37:13 UTC 12.2K followers, 4662 engagements
"@GabGrowth Thanks for sharing nice to read The engineer workstop is quite something. But I like the thought process there. Seems like $GRAB has a great focus on AI" @TacticzH on X 2025-07-07 11:49:30 UTC 12.2K followers, 1783 engagements
"How to say; "I'm in the files" without saying you are in the files. Honestly unbelievable that such a message is written by the POTUS. Gaslighting and whataboutism at its finest" @TacticzH on X 2025-07-13 05:27:50 UTC 12.2K followers, 3843 engagements
"2/ ASML ASML is the Dutch semiconductor giant most of us know by now. They design and produce lithography machines. Their biggest consumers are: $TSM $INTC and Samsung. To me this one of the easiest buy and holds in the market right now because of their highly monopolistic position and AI tailwinds that will benefit them in the upcoming years. We will need these machines for all our electronic devises whether it's now or in 2030. Without the machines we simply cannot make the chips/semiconductors needed to progress. Do not focus on short-term news or quarterly setbacks with ASML. ASML is" @TacticzH on X 2025-07-14 20:24:22 UTC 12.2K followers, 5868 engagements
"@MitchMartan98 $SE has Lat-am exposure as well. That's why I mentioned them. (Brazil specifically)" @TacticzH on X 2025-07-11 14:22:42 UTC 12.2K followers, XXX engagements
"@meeijer Buy $OSCR Hold $HIMS Sell $ASTS This is the way" @TacticzH on X 2025-07-12 19:25:58 UTC 12.1K followers, 3079 engagements
"7/ $NU Nubank is a digital bank based in Latin America. They offer a range of financial services including credit cards personal loans insurance and investment products primarily through its mobile app. Nubank focuses on providing accessible and user-friendly banking solutions to underserved populations in Brazil Mexico and Colombia Growth: Market Cap: 60.09B Revenue: $5.51B Revenue: XX% CAGR - X year Valuation P/S. XXXX Current P/E: XXXXX Forward PE: XXXXX Nu aims to take advantage of people disliking traditional banks and the way they operate. They are expanding rapidly and still have a" @TacticzH on X 2025-05-06 14:15:34 UTC 12.1K followers, 2386 engagements
"6/ $NU $NU is a digital financial services platform primarily operating in Brazil Mexico and Colombia. They offer a wide range of financial products and services through its mobile platform including credit and debit cards digital bank accounts personal loans investment products (NuInvest) and insurance solutions (NuInsurance). $NU is there to take over where traditional banks failed. And they've been crushing it ๐ Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXX% - Gross margin: XXXXX% Valuation - Forward PE: XXXX - PEG: X - P/OCF: 37.52" @TacticzH on X 2025-07-11 20:37:16 UTC 12.2K followers, 3565 engagements
"14/ $ICE Intercontinental Exchange $ICE owns a number of exchanges and clearing houses around the world with the New York Stock Exchange being the most venerable among them. They also handle major trading volume for commodity futures and over-the-counter markets. What makes an exchange attractive is that they have relatively fixed costs while their revenues are quite variable and can grow in line with inflation and population Another steady predictable high cash-generating quality compounder" @TacticzH on X 2025-07-14 20:24:33 UTC 12.2K followers, 4046 engagements
"My portfolio for option X would be: $ASML + $GOOGL + $NVDA + $TSM" @TacticzH on X 2025-07-06 20:59:08 UTC 12.1K followers, 1703 engagements
"What portfolio would you advice to a friend that starts with investing Here is my take: this portfolio probably outperforms the vast majority of investors Agree $XXXXXX $VOO - Vanguard S&P XXX ETF $XXXXXX $DGRO - iShares Core Dividend Growth ETF $XXXXX $ASML - ASML $XXXXX $NVDA - Nvidia $XXXXX $V - Visa $XXXXX $GOOGL - Alphabet Anything you would you change" @TacticzH on X 2025-07-09 13:28:16 UTC 12.2K followers, 7373 engagements
"$GOOGL Revenue growth X YR CAGR: XXXX% X YR Forward revenue CAGR: XX% Operating income: $30B last quarter And now trading at a XXXX forward PE Make it make sense. Is $GOOGL now what $META was in 2022" @TacticzH on X 2025-07-13 15:19:52 UTC 12.1K followers, 5043 engagements
"5 stocks to buy this week: - $OSCR Oscar Health - $DLO DLocal - $ASML ASML - $BABA Alibaba Group - $GOOGL Alphabet X stocks to avoid: - $TSLA Tesla - $DUOL Duolingo - $PLTR Palantir Technologies - $CRWD CrowdStrike - $HOOD Robinhood X stocks I'm doing more research on: $SE Sea Limited $CPNG Coupang $CDLR Cadeler A/S $ZETA Zeta Global Holdings $IREN IREN Ltd Agree" @TacticzH on X 2025-07-07 13:00:01 UTC 12.2K followers, 18.9K engagements
"Ignoring valuation which non-US company do think is the best I'm quite biased to say $ASML as it is my largest holding but I think it might be Xiaomi. What do you think" @TacticzH on X 2025-06-24 15:24:35 UTC 12.2K followers, 7771 engagements
"@meeijer Nice $MSFT because of valuation and $TKWY just cause they suck :P" @TacticzH on X 2025-07-11 09:23:39 UTC 12.1K followers, XXX engagements
"@meeijer I actually like all of them haha" @TacticzH on X 2025-07-14 20:49:31 UTC 12.2K followers, XXX engagements
"I found EIGHT companies where the stock price is severely lagging its fundamentals. All of them are out of favor right now. Most of them unloved. ๐ A momentum shift could lead to significant upside. The question is do you believe in their stories ๐งต 1/ 3/ $DLO DLocal Since IPO Revenue: +1307% EPS: +787% Stock price: -XX% $DLO is one of my favorite companies right now and I've recently taken a position. The hold a strong position in the emerging market payment solutions sector and have been increasing their TPV incredibly fast. Can they keep their take rate under control and will they fight" @TacticzH on X 2025-07-09 20:29:30 UTC 12.2K followers, 44.1K engagements
"13/ $MELI MercadoLibre There are not many growth stories like $MELI's. They are often called the ''Amazon of South America''. And I agree they have the potential to become a big shot just like $AMZN. $MELI is Latin Americas leading e-commerce platform. They offer an online marketplace where people buy and sell products. They also provide digital payment services through Mercado Pago and operate logistics to support fast delivery across the whole region. Their growth story Nothing but spectacular: X year growth: - Revenue: XXXX% - EPS: XXXX% - Stock price: XXX% I expect them to continue" @TacticzH on X 2025-07-14 20:24:32 UTC 12.2K followers, 4341 engagements
"Which AI-sector are you most bullish on for H2-25 Semiconductor $MU Micron $AMD Advanced Micro Devices $AVGO Broadcom $NVDA NVIDIA $MRVL Marvell $ASML ASML $AMAT Applied Materials $LRCX Lam Research Cloud $AMZN Amazon $ORCL Oracle $MSFT Microsoft $CRWV CoreWeave $GOOGL Alphabet $NBIS Nebius Server $CRDO Credo Technology $DELL Dell Technologies $ALAB Astera Labs $SMCI Super Micro Computer $VRT Vertiv Holdings Data Center $IREN Iren $EQIX Equinix $GLXY Galaxy Digital Holdings $DLR Digital Realty Trust $CORZ Core Scientific $APLD Applied Digital Nuclear $CEG Constellation Energy $RR Rolls-Royce" @TacticzH on X 2025-07-08 15:26:21 UTC 12.2K followers, 13K engagements
"๐จJust in : $ASML Q2 Results ๐จ - Revenue est: 7.7B vs 7.54B ๐ข - EPS est: .90 vs XXXX ๐ข ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024 with a gross margin of around XX% Guidance: Q3 Net Sales: 7.4B7.9B vs 8.21B est ๐ด Q3 Gross Margin: 5052 % vs XXXX % ๐ CEO remarks: "Our second-quarter total net sales came in at XXX billion at the top end of our guidance. The gross margin was XXXX% above guidance primarily driven by higher upgrade business and one-offs resulting in lower costs. And this is important: No guidance for 2026 ๐ Looking at 2026 we see that" @TacticzH on X 2025-07-16 05:14:36 UTC 12.2K followers, 9680 engagements
"7/ $BLK BlackRock BlackRock is the worlds largest asset manager overseeing trillions of dollars. They provide a wide range of investment and risk management services including index funds active strategies and technology solutions such as the widely used Aladdin platform. Blackrock is literally to big too fail. They make the market. I would easily trust them to invest my money in a better way than I could myself" @TacticzH on X 2025-07-14 20:24:27 UTC 12.2K followers, 5156 engagements
"4/ $SE Sea Ltd is often dubbed the "Amazon of Southeast Asia" due to its ownership of Shopee but there is a lot more to it. They have X main business segments: โGarena a leading developer and publisher of online games including popular titles like Free Fire (new to me but apparently very popular) โShopee a dominant e-commerce platform across Southeast Asia Taiwan and with a growing presence in Latin America especially Brazil. โSeaMoney which recently rebranded as Monee provides digital financial services such such as mobile wallet services payment processing and credit offerings Growth 5Y -" @TacticzH on X 2025-07-11 20:37:14 UTC 12.2K followers, 3717 engagements
"8/ $ASML Since Q1-21 Revenue: +78% EPS: +89% Stock price: +30% $ASML is arguably the most important company in the world. They have a wide moat and hold a monopolistic position in the semiconductor sector. They are currently in a transition period and are facing some weaker than expected growth. However $ASML will play a key role in the AI-boom and without them it will be impossible. We are going to need those lithography machines whether we like it or not. It's my biggest holding and I'm happy to keep it that way. $ASML is playing the long game here and so am I" @TacticzH on X 2025-07-09 20:29:38 UTC 12.2K followers, 5841 engagements
"@LNathell Are their purchases not limited on liquidity/volume during that week as well" @TacticzH on X 2025-07-14 07:44:12 UTC 12.1K followers, XXX engagements
"5/ $RACE Ferrari Ferrari designs engineers produces and sells luxury sports cars. Beyond just selling vehicles it is a lifestyle and luxury brand with a strong presence in Formula X racing and related merchandise/licensing. Why does $RACE have huge potential - Unmatched brand prestige and exclusivity - Strong pricing power - They limit production volume to create high demand - Very profitable and with huge margins - Significant F1 racing legacy and ongoing participation - High customer loyalty and personalization options - Transitioning to hybrid and electric models while maintaining" @TacticzH on X 2025-06-02 13:24:51 UTC 12.2K followers, 7274 engagements
"Did you know that Founder-led companies have consistently outperformed other S&P XXX companies Here are my favorites: $ABNB Airbnb $APP AppLovin $ASTS AST SpaceMobile $AXON Axon $COIN Coinbase Global $CRM Salesforce $CRWD CrowdStrike Holdings $CVNA Carvana $DASH DoorDash $DUOL Duolingo $ETSY Etsy $FOUR Shift4 Payments $FTNT Fortinet $GRAB Grab Holdings $HIMS Hims & Hers Health $HOOD Robinhood Markets $IREN Iren $LMND Lemonade $META Meta Platforms $NBIS Nebius Group $NET Cloudflare $NU Nu Holdings $NVDA NVIDIA $OKTA Okta $ORCL Oracle Corporation $PLTR Palantir Technologies $RKLB Rocket Lab USA" @TacticzH on X 2025-07-04 20:20:38 UTC 12.2K followers, 15.1K engagements
"@longoption I would need an ETF for all great non-us companies haha. $SE is in there btw. $GRAB and $BABA I like as wel. Just didn't make the cut" @TacticzH on X 2025-07-08 20:20:41 UTC 12.2K followers, XXX engagements
"Top European Quality Companies ๐ X. $ASML ASML X. $RMS Hermes X. $ADYEN Adyen X. $NVO Novo Nordisk X. $SIE Siemens AG X. $SE Schneider Electric X. $EVO Evolution AB X. $RACE Ferrari X. $INVE-B Investor AB XX. $WKL Wolters Kluwer XX. $MC / $LVMH Louis Vuittion Mot etc. XX. $OR L'oreal SA XX. $CHEMM ChemoMetec Agree Which would you add" @TacticzH on X 2025-05-21 07:39:04 UTC 12.2K followers, 47.3K engagements
"@DividendNGrowth $NBIS $OSCR $NU $DLO $ASML $KO $O" @TacticzH on X 2025-07-06 13:20:54 UTC 12K followers, XXX engagements
"5/ $UNH United Health Since Q1-21 Revenue: +54% EPS: +35% Stock price: -XXXXX% Some strong headwinds for $UNH currently: - DOJ investigations - Cyberattacks - Management issues - Withdrawn guidance The big question is: does that justify the price drop Based on current news and situation I would say yes. But if these issues are resolved $UNH has great upside potential" @TacticzH on X 2025-07-09 20:29:35 UTC 12.2K followers, 4280 engagements
"8/ $ANET Arista Networks Arista Networks builds the high-speed networking equipment and software that forms the backbone of large data centers and cloud computing environments. Arista helps these companies build and manage the incredibly fast and reliable networks needed for modern cloud computing AI and big data operations The AI boom directly fuels demand for Arista's core business: high-speed low-latency and highly scalable data center networking. Arista currently trades at XXXX forward PE and a XXXX EV/EBITDA multiple" @TacticzH on X 2025-06-06 21:14:58 UTC 12.2K followers, 6390 engagements
"@0xtechquity Thank you Glad you liked it. I would also love to see a lower price for $SPGI ๐" @TacticzH on X 2025-07-14 20:35:20 UTC 12.2K followers, XXX engagements
"@Betsgonewild43 Could be I would need a lower price to be interested" @TacticzH on X 2025-07-13 12:32:00 UTC 12K followers, XXX engagements
"9/ $MSCI MSCI Inc. is a global finance company that provides investment tools and services. It is best known for its stock market indexes like the MSCI World and MSCI Emerging Markets Index. These indexes help investors track and compare global markets. MSCI also offers risk analysis ESG (Environmental Social and Governance) ratings and portfolio management tools. Currently trading at a forward P/E of XX with strong free cash flow growth and EBITDA margin above XX% 94%+ client retention rate and record AUM in MSCI-linked ETFs ($1.47T) Massive TAM as demand for index-based investing ESG and" @TacticzH on X 2025-05-13 10:30:08 UTC 12.2K followers, 2035 engagements
"@goddreng10 Not on my radar at all Thanks for sharing" @TacticzH on X 2025-07-07 16:22:59 UTC 12.2K followers, XXX engagements
"Looking to diversify Here are XX non-US stocks that should be on your watchlist. (in non-specific order) - $DLO dLocal - $CSU Constellation Software Inc. - $TSM Taiwan Semiconductor - $BABA Alibaba Group - $ASML ASML Holding N.V. - $MELI MercadoLibre - $ADYEN Adyen - $NBIS Nebius - $EVO Evolution Gaming Group AB - $LVMH LVMH Mot Hennessy Louis Vuitton SE - $RMS Hermes International SCA - $PME Pro Medicus - $NVO Novo Nordisk A/S - $CDLR Cadeler A/S - $XIAOMI Xiaomi Corporation - $GRAB Grab Holdings Limited - $NU Nu Holdings Ltd. - $VLK Van Lanschot Kempen N.V. - $RACE Ferrari N.V. - $SPOT" @TacticzH on X 2025-06-24 18:36:02 UTC 12.2K followers, 29.3K engagements
"14/ $CDLR Cadeler Cadeler is the largest provider of offshore wind farm transportation installation and maintenance services. Cadeler owns and operates a specialized fleet of large advanced jack-up vessels designed to handle the increasingly massive next-generation wind turbines and foundations. Why does $CDLR have huge potential -Pure-play exposure to the rapidly growing offshore wind market - Leading position with the world's largest and most versatile fleet of specialized vessels - High barrier to entry (highly capital intensive) - Strong demand-supply imbalance for advanced installation" @TacticzH on X 2025-06-02 13:24:58 UTC 12.2K followers, 6726 engagements
"$SE Sea Limited increased their revenue by a whopping 2525% since 2018: 2018: $0.8B LTM: $17.9B 2025: $21B Estimates for 2027: $28.9B Which would mean another 60%+ increase in X years. Meanwhile they turned profitable in 2023 and EPS has been growing fast since then as well" @TacticzH on X 2025-07-11 07:44:51 UTC 12.2K followers, 6853 engagements
"This is my perfect $100K non-US portfolio: - $XXXXXX $CSU - Constellation Software - $XXXXXX $ASML - ASML - $XXXXXX $SPOT - Spotify - $XXXXXX $SE - Sea Ltd - $XXXXXX $DLO - DLocal - $XXXXXX $NBIS - Nebius - $XXXXXX $MELI - MercadoLibre - $XXXXXX $NVO - Novo Nordisk - $XXXXXX $TSM - Taiwan Semi What would you change or add" @TacticzH on X 2025-07-08 20:13:16 UTC 12.2K followers, 29K engagements
"Here are XX great stocks from emerging markets worth looking into if you want to diversify: $CPNG Coupang $SE Sea Limited $NU Nu Holdings Ltd. $MELI MercadoLibre Inc. $BABA Alibaba Group Holding Limited $JD Inc. $DLO DLocal Limited $XIAOMI Xiaomi Corporation $GRAB Grab Holdings Inc. $SGML Sigma Lithium Corporation $BYD BYD Company Limited $TATAMOTORS Tata Motors Limited $TM Toyota Motor Corporation Which is your favorite" @TacticzH on X 2025-06-09 18:19:10 UTC 12.2K followers, 34.8K engagements
"Stocks I bought or added to during the April dip: $NVO - multiple buys CB is now $XX $ASML - added to position at XXX - CB XXX $AMZN (new) - CB $XXX $VST - CB now $XXX $AXON (new) - CB $XXX $NBIS - CB $XX $NVDA - CB $XXX $GOOGL - $XXX What did I buy in the last month Absolutely nothing. I'm just adding to my cash position as I'm happy with my holdings right now and waiting for better opportunities. What stocks did you buy during the April dip" @TacticzH on X 2025-06-16 20:32:00 UTC 12.2K followers, 11.9K engagements
"@meeijer Agree. They all have the potential. I see the most potential in $NBIS. $DLO will be a more steady grind I think" @TacticzH on X 2025-07-14 20:47:59 UTC 12.2K followers, 2001 engagements
"What stocks are you planning on buying next week Some stocks that look interesting to me right now: - $OSCR at $XXXXX - $DLO at $XXXXX - $BABA at $XXXXXX - $NVO at $XXXXX - $GOOGL at XXX - $MC / $LVMH at XXX - $CDLR at $XXXXX - $SE at $XXX ( would love to see $130-$135 though) With both of these having earnings this week I might also buy a dip in: - $ASML - $TSM These would be perfect buy the dip opportunities for me as I'm XXX% convinced that both are great long term investments. I do not care about quarterly results or setbacks with them" @TacticzH on X 2025-07-13 20:20:00 UTC 12.2K followers, 5706 engagements
"9 + 10/ $V and $MA Visa + Mastercard Putting these together as it's the most famous and strongest duopoly in the world. They provide the technology and networks that allow payments to happen between banks merchants and consumers. They both show strong solid growth and both have very high margins. Both steady and predictable quality compounders with a huge moat in their market. Should be a cornerstone in every serious investors portfolio. I think they are very interchangeable. You can buy either of them or both. I have a slight preference for $V" @TacticzH on X 2025-07-14 20:24:29 UTC 12.2K followers, 4742 engagements
"I finally have some time to do a bit of research this weekend. Companies on my list: - $SE - $CPNG - $MRVL - $ZETA Which other companies should I look into as well" @TacticzH on X 2025-07-04 15:14:00 UTC 12.2K followers, 8999 engagements
"What is the highest conviction play in your portfolio right now" @TacticzH on X 2025-07-07 19:50:05 UTC 12.2K followers, 17.4K engagements
"@gainify_io All of them except maybe $PDD and $AAPL" @TacticzH on X 2025-07-08 11:47:51 UTC 12K followers, XXX engagements
"12/ $MCO Moody's Corp Unlike $SPGI $MCO is a more pure play on the credit rating business. About XX% of revenue comes from credit ratings this is lower at $SPGI. They also have a analytics segment but slightly different focus than SPGI: Moodys Analytics focuses more on risk compliance and financial modeling software. Holding both $SPGI and $MCO will be a very steady and strong play that will very likely beat the market" @TacticzH on X 2025-07-14 20:24:31 UTC 12.2K followers, 4228 engagements
"@DimitryNakhla Great now I have to buy the $FICO dip. I promised myself last time" @TacticzH on X 2025-07-08 14:32:09 UTC 12.2K followers, XXX engagements
"If I had $100k to build a high risk/high reward portfolio it would look like this: $25K - $NBIS Nebius Group $20K - $HIMS Hims and Hers $15K - $NU Nu Holdings $10K - $COIN Coinbase $10K - $ASTS Ast Spacemobile $10K - $RKLB Rocket Lab $10K - $OSCR Oscar Health Agree" @TacticzH on X 2025-05-18 19:00:19 UTC 12.2K followers, 256.4K engagements
"Dev Kantesaria is one of the best Superinvestors investors right now. Kantesaria focuses on companies with predictable revenue streams and strong competitive advantages with a long-term focus He currently has X holdings and most of them he has held for a long period: $FICO: XX quarters $SPGI: XX quarters $MA: XX quarters $MCO: XX quarters $V: XX quarters $INTU: XX quarters $ASML: X quarters $EFX: X quarters $MSCI: X quarters Would you be comfortable copying his portfolio and holding it for XX years" @TacticzH on X 2025-07-08 13:56:06 UTC 12.2K followers, 16.2K engagements
"15/ $GOOGL Alphabet Last but not least. Alphabet. A lot has been said about them. LLM's disrupting their most profitable business model. Search is dead. We've heard it all. Still with their diversified businesses (Youtube Gmail Cloud etc.) I think they are perfectly positioned to still hold a dominant position in society in the upcoming years. And don't forget Gemini is showing great results. What makes Gemini such a great opportunity is not the quality alone but Google's ability to seamlessly integrate it into their current businesses and across segments. With their incredibly strong balance" @TacticzH on X 2025-07-14 20:24:34 UTC 12.2K followers, 4749 engagements
"2/ $NVO Since Q1-2022 Revenue: + XXX% EPS: +98.2% Stock price: +25.86% We all know what's happening here: $LLY came to join the party and execution has not been great. Therefore they are losing market share. Novo Nordisk is however taking matters into their own hands and they started by firing their CEO. Their steady and fast growth strong pipeline the tailwind from the growing obesity sector still provide significant upside potential. The two main questions are: can they keep up with $LLY and will the new CEO turn things around" @TacticzH on X 2025-07-09 20:29:31 UTC 12.2K followers, 4526 engagements
"15 Great Non-US companies with IMMENSE potential every serious investor should consider buying: 1/ $ASML ASML makes lithography machines which are essential for producing microchips. They are the sole global supplier of the most advanced EUV (Extreme Ultraviolet) lithography machines. Why does $ASML have huge potential - No competition/ high monopolistic - Long-term AI tailwinds - Huge moat - Strong growth - High switching costs for clients - High margins - High ROIC (24.26%) Valuation: โ
Attractively valued: trading below it's historical forward PE and EV/EBITDA. Forward PE: XXXX +" @TacticzH on X 2025-06-02 13:24:47 UTC 12.2K followers, 118.1K engagements
"6/ $BABA Since Q1-18 Revenue: +244% EPS: +90% Stock price: -XXXX% We all know $BABA's story. China has been out of favor for a while now and Alibaba did not live up to its expectations since the IPO. And the stock plummeting over recent years reflected that. However things are looking better now and growth increased. I would also argue they could play an important role in the AI-boom in Asia. $BABA still looks relatively cheap with a forward PE of only XX. This while EPS and revenue are expected to grow close to XX% in the upcoming X years" @TacticzH on X 2025-07-09 20:29:36 UTC 12K followers, 4044 engagements
"12 Non-US Companies to consider as a long-term investor: - $ASML ASML - $CSU Constellation Software - $MELI Mercadolibre - $NU Nu Holdings - $RACE Ferrari - $SPOT Spotify - $ADYEN Adyen - $PME Pro Medicus - $RMS Hermes - $EVO Evolution AB - $TSM Taiwan Semiconductor - $CDLR Cadeler Which would you add" @TacticzH on X 2025-06-01 15:42:47 UTC 12.2K followers, 38.4K engagements
"Which stock would you feel comfortable holding for XX years You can not sell For me: $ASML What's your pick" @TacticzH on X 2025-05-20 20:15:39 UTC 12K followers, 30.2K engagements
"6/ $NU Nu holdings Nu Holdings is a digital banking platform in Latin America. It offers a wide range of financial products including credit cards savings accounts loans and investment services all managed through a mobile app. They try to do justice to millions of customers who may have been underserved by traditional banks. Why does $NU have huge potential - Dominant digital banking presence in Latin America - Large and rapidly growing customer base - High smartphone and internet penetration in target markets - Significant portion of unbanked/underbanked population = Diversified product" @TacticzH on X 2025-06-02 13:24:52 UTC 12.2K followers, 6924 engagements
"8/ $ASML No AI Boom without ASML. ASML is a Dutch giant who designs and manufactures advanced photo-lithography machines. These machines are used by big players like $TSM and $INTC. We need these machines to produce chips/semiconductors for virtually all modern (electronic) devices. ASML holds a monopolistic position in extreme ultraviolet (EUV) lithography technology. There is simply no other company that does what $ASML does. And it will take a long time for a company to catch up. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross" @TacticzH on X 2025-07-11 20:37:17 UTC 12.2K followers, 3452 engagements
"Of course there is a lot more to these companies than just revenue and EPS. But this does paint a picture. And it's a nice start to dig deeper. I have shares in all of these except in $UNH and $PDD. So you could say I'm a believer in most of these stories. How about you" @TacticzH on X 2025-07-09 20:32:46 UTC 12K followers, 3827 engagements
"$SE net income is also expected to rise quickly in the upcoming years. The stock price will follow" @TacticzH on X 2025-07-11 07:45:35 UTC 12.2K followers, 2126 engagements
"@meeijer That's a goodlooking portfolio. For me it would be something like: $ASML $15k $NBIS $15k $GOOGL $10k $NVO $10k $AMZN $10k $EVO $10k $TSM $10k $DLO $10k $OSCR $10k" @TacticzH on X 2025-07-13 20:31:26 UTC 12.2K followers, 3364 engagements
"$OSCR Revenue: Q1 2020: $88.1M Q1 2025: $3.045B Total members: Q1 2020: XXXXXXX Q1 2025: 2.202.484 MLR dropped below XX% though in Q1 should stabilize above XX% for full year 2025" @TacticzH on X 2025-07-06 14:40:26 UTC 12.1K followers, 7239 engagements
"@amitisinvesting Exactly. I would argue $ASML and $TSM are essential for everything we want to do in the next decade. $ASML not showing the progress that $TSM is showing though" @TacticzH on X 2025-07-17 05:58:46 UTC 12.2K followers, XXX engagements
"BEARS DON'T LIKE TO GAMBLE US Gambling stocks are selling off due to fears of global economic slowdown and weaker consumer spending $PENN - Penn Entertainment -XX% ๐ป $FLUT - Flutter entertainment - XX% ๐ป $DKNG - Draftkings -X% ๐ป $CZR - Ceasars entertainment -XXX% ๐ป $GAMB - Group - X% ๐ป In Europe as well: $ENT - Entain - XXXX% ๐ $EVO is not doing so bad after all being down only X% in the last X days" @TacticzH on X 2025-03-12 14:33:26 UTC 12.1K followers, XXX engagements
"My top XX list of wide moat companies: - $ASML ASML Holding N.V. - $V / $MA Visa and Mastercard - $SPGI S&P Global Inc. - $TSCO Tractor Supply Company - $WM Waste Management - $INTU Intuit Inc. - $ISRG Intuitive Surgical - $TSM Taiwan Semiconductor - VIE: $SU Schneider Electric SE - $MSFT Microsoft Corporation Which stocks would you add" @TacticzH on X 2025-06-21 20:31:00 UTC 12.2K followers, 18K engagements
"These XX companies are not a buy right now: - $ASTS - $HIMS - $HOOD - $RKLB - $PLTR - $TSLA - $SOFI - $CRWD - $SPOT - $DUOL All of these companies have had incredible runups but valuations are stretched and a lot of future potential is more than priced in. Will they go up even more Very likely. They have had incredible momentum on their side and markets are still not showing signs of weakness. I simply do NOT like the risk/reward these companies currently provide. And investing for me is also limiting my downside and not chasing the hype. Don't get me wrong some of these companies are great." @TacticzH on X 2025-07-12 12:51:42 UTC 12.2K followers, 32.8K engagements
"If I had $100k to spend on a healthcare portfolio it would look like this: $XXXXXX $NVO - Novo Nordisk $XXXXXX $LLY - Eli Lilly $XXXXXX $HIMS - Hims and Hers $XXXXXX $BMY - Bristol-Myers Squibb Co $XXXXXX $JNJ - Johnson & Johnson $XXXXXX $OSCR - Oscar Health $XXXXX $UNH - UnitedHealth Group $XXXXX $TEM - Tempus AI Agree" @TacticzH on X 2025-06-13 20:58:31 UTC 12.2K followers, 66.1K engagements
"16/ Honorable mentions: Some strong companies that did not make the cut now but certainly could be a strong and solid investment: - $META - $AMZN - $MSFT - $FICO - $INTU - $BOOK - $SPOT - $RACE - $AMD - $COST - $ADP" @TacticzH on X 2025-07-14 20:24:35 UTC 12.2K followers, 4640 engagements
"Top European Quality Companies๐Vol.2 X. $AI Air Liquide (@MichaelZero10 ) X. $PGHN Partners Group (@M1nvest ) X. $ABS Asseco Business (@M1nvest ) X. $III 3i Group (@M1nvest ) X. $ATCO-A Atlas Copco (@investerarpg ) X. $ABB ABB LTD (@investerarpg ) X. $VOLV-B Volvo (@investerarpg ) X. $SAP SAP (@investerarpg + @JK1399744382 ) X. $ACN Accenture (@HeyFlorent ) XX. $SPOT Spotify (@HeyFlorent ) XX. $NBIS Nebius (@KryptoBull2025) XX. $PRY Prysmian SpA (@adnisin) XX. $LONN Lonza (@RoqueNubloInvst) XX. $AIR Airbus (@RoqueNubloInvst) XX. $PLUS.L PLus500 ltd (@Eyal__Weiss) These are my top picks from" @TacticzH on X 2025-05-24 10:23:48 UTC 12.2K followers, 11.4K engagements
"Is Novo Nordisk one of the best risk/reward plays in the market right now Over the last X years: EPS: is up XXXXX% Stock price: only up XX% Meanwhile share count was also reduced by XXX% $NVO $NOVO" @TacticzH on X 2025-07-05 08:23:39 UTC 12.2K followers, 20.7K engagements
"If I had 100k to spend on a high-quality compounder portfolio it would look like this: $XXXXXX $V - Visa $XXXXXX $SPGI - S&P Global $XXXXXX $ASML - ASML $XXXXXX $MSFT - Microsoft $10:000 $CSU - Constellation Software $XXXXXX $GOOGL - Alphabet $XXXXXX $KKR - KKR & Co Agree" @TacticzH on X 2025-06-04 21:00:01 UTC 12.2K followers, 21.8K engagements
"9/ $EFX Equifax is one of the big three credit reporting agencies best known for providing credit scores and reports used by lenders employers and landlords. They have evolved into a broader data and analytics company with a fast-growing segment in employment and income verification through its Workforce Solutions arm. Growth Rev Growth X yr CAGR: XXX% Rev Growth XX yr CAGR: XXX% EPS Growth XX yr CAGR: XXX% ROIC: XXX Gross Margin: XXXX Operating Margin: XX% PE: XXXX Forward PE: XX EV/EBITDA: XXXX Dividend yield: XXX% Why is $EFX a Buy Despite the recent price surge Equifax still looks" @TacticzH on X 2025-05-08 20:13:08 UTC 12.1K followers, 2499 engagements
"@meeijer Any stocks you would maybe add to your portfolio on this list" @TacticzH on X 2025-07-14 20:43:46 UTC 12.2K followers, XXX engagements
"6/ $FFX Fairfax Financial Holdings Fairfax Financial Holdings is a Canadian financial holding company based in Toronto. They have holdings in property casualty insurance and reinsurance investment management and insurance claims management Fairfax Financial earns money through its insurance and reinsurance businesses by collecting premiums and targeting underwriting profits. It invests the float from these operations across stocks bonds and private equity to generate additional returns. The company is known for its disciplined value-oriented investment strategy under their CEO Prem Watsa." @TacticzH on X 2025-07-14 20:24:26 UTC 12.2K followers, 8776 engagements
"8/ $EFX Equifax is one of the three major credit reporting agencies in the United States (along with Experian and TransUnion). It collects and maintains credit information on individuals and businesses. Equifax provides credit reports credit scores and other related services helping businesses assess the creditworthiness of potential customers and allowing consumers to monitor and protect their own credit. In addition to credit reporting Equifax also offers identity theft protection fraud detection and credit monitoring services. Currently trading at a forward P/E of XX XX% gross margin with" @TacticzH on X 2025-05-13 10:30:08 UTC 12.2K followers, 1335 engagements
"@SoJustFollowMe I think $ASML clearly also has some China risk. Through policies and politics but $TSM is also one of their main customers" @TacticzH on X 2025-07-14 14:03:32 UTC 12.2K followers, XXX engagements
"Ever wonder how $NVDA turned into a $4T company and $AMD is still stuck at $240B Here is why:" @TacticzH on X 2025-07-14 08:32:34 UTC 12.2K followers, 10.3K engagements
"$PLTR shareholders have bigger balls than me. I had a nice little run with $PLTR from $X to $XX. But sold out of the position along the way. Still my most profitable investment so far. Looking back I'm still happy I sold as I think it was and still overvalued. Would need to see a 50%+ drop before I would be interested in re-entering the position again. Thoughts Is $PLTR still a buy at this level" @TacticzH on X 2025-07-15 14:38:24 UTC 12.2K followers, 11.3K engagements
"@SoJustFollowMe Nice I'm also not convinced for $PDD tbh Much better picks in Asia but still interesting position they are in" @TacticzH on X 2025-07-09 20:38:55 UTC 12K followers, 1478 engagements
"@StableBread $TDG $CHTR $LRCX $CCCS I dont come across very often though" @TacticzH on X 2025-07-11 06:35:04 UTC 12.1K followers, XXX engagements
"๐จPortfolio Update 02-07-2025 ๐จ My buys and sell for June: โ
Buy: $DLO (short thesis is pinned in profile) โSells: closed positions in $AXON (53% profit) and $VST (134% profit) I still like both AXON and Vistra but valuations did not make sense anymore. Will keep watching both. $AXON I might re-open a position around $XXX and $VST I would consider reopening around the $XXX level. My YTD: XXX% ๐ซค S&P500: XXXX% VWRL (Allword) - X% Portfolio returns since inception in 2023: XX% I'm still lagging the S&P500. Mainly because of these two reasons: At least I'm beating my all-world benchmark. X Three" @TacticzH on X 2025-07-02 20:05:15 UTC 12.1K followers, 11.8K engagements
"@gainify_io I think there is still a lot more room to grow for $NVDA and $AMD. Although a correction would be welcome and also quite healthy" @TacticzH on X 2025-07-15 14:32:35 UTC 12.1K followers, XXX engagements
"@MitchMartan98 True Would add $SE to that list as well ;)" @TacticzH on X 2025-07-11 14:18:05 UTC 12.2K followers, XXX engagements
"2/ $DLO $DLO provides payment solutions for some of the worlds largest companies like $AZMN $UBER $MSFT $SHOP and $GOOGL. I like to refer to them as the mini- $ADYEN with a specialization in and a focus on emerging markets. Growth 5Y - Rev: XXXX% - EPS: XXXX% - Revenue growth next X year: XXXX% Operational - ROIC: XXXX% - Gross margin: XXXX% - Operating margin: XXXX% Valuation - Forward PE: XXXX - Forward P/OCF: XXXX - PEG: XXX Sentiment: Attractively valued. $DLO is one of my latest buys. I think this company is mispriced and deserves to trade at a lot higher valuation. It's priced like a" @TacticzH on X 2025-07-11 20:37:12 UTC 12.2K followers, 5330 engagements
"3/ $KKR Kohlberg Kravis Roberts & Co KKR is a global investment firm that manages multiple asset classes including private equity credit real estate and infrastructure They raise and manage capital for a diverse group of investors across many different asset classes. They then reinvest this capital in companies and assets with a focus on value creation . On top of that they charge management fees for managing the funds and earning a share of the profits when investments perform well. KKR has outperformed the market by a wide margin in the last decade and I expect this to continue. They are up" @TacticzH on X 2025-07-14 20:24:23 UTC 12.2K followers, 5726 engagements
"@mycreditjourney But you don't have them ๐" @TacticzH on X 2025-07-15 20:12:16 UTC 12.2K followers, 5175 engagements
"My buy levels for these XX amazing companies with rich valuations: $RACE / Ferrari NV -- $XXX $COST / Costco -- $XXX $FICO /Fair Isaac Corp -- $1500 $SPOT / Spotify -- $XXX $SPGI / S&P Global -- $XXX $AXON / Axon -- $XXX $NKE / Nike --$48 $CRM / Salesforce --$240 $V / Visa -- $XXX $PLTR / Palantir -- $XX Do you agree with these levels" @TacticzH on X 2025-04-28 17:46:02 UTC 12.2K followers, 2388 engagements
"$TSM is trading at a forward PE of only XX and an EV/EBITDA of only XX. Meanwhile their entire bear case is build around ''China-risk'' the risk of invasion which is very likely to never happen. - Revenue: XX% X yr CAGR (20.7% X yr forward est.) - EPS: XXXX% X year CAGR ( XXXX% X yr forward est.) Incredible margins too: - Gross: XXXX% - Net income: XXXX% โ
They are highly monopolistic and the AI-tailwinds will continue pushing their growth further. Is this not one of the best buys in the market right now" @TacticzH on X 2025-07-14 13:24:26 UTC 12.2K followers, 3119 engagements
"@Invesquotes My approach: ignore any quarterly stuff and focus on the long-term guidance. Does not make sense to focus too much on quarterly bookings for $ASML I think. I would like management to maintain or raise guidance for 2026 though ๐" @TacticzH on X 2025-07-14 15:08:07 UTC 12.2K followers, XXX engagements
"$BLDR - TOP XX performer in the S&P500 in the last X and XX years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE ๐งต 1/ Company overview Imagine you want to build a house add an extension or do a big renovation. You're going to need a lot of materials. Things like wood for the frame pre-built sections like wall frames or roof pieces windows doors and all sorts of other supplies. Builders FirstSource is essentially a giant supplier for people who do this kind of work professionally like home builders and remodeling companies. Think of them like a massive hardware store or a" @TacticzH on X 2025-05-17 11:04:15 UTC 12.2K followers, 29.6K engagements
"If I had $100k to build a portfolio with European companies it would look like this: (keeping current valuations in mind) $25K $ASML $25K $NVO $12.5K $MC / $LVMH $12.5K $EVO $12.5K $NBIS $12.5K $CDLR Do you agree Anything you would add/change" @TacticzH on X 2025-07-01 07:45:58 UTC 12.2K followers, 12.6K engagements
"10 Companies that could 2X within X years ๐ - $HIMS Hims and Hers - $NBIS Nebius - $MELI MercadoLibre - $NU Nu Holdings - $NVO Novo Nordisk - $ASTS AST Spacemobile - $TSM Taiwan Semi - $ASML ASML - $OSCR Oscar Health - $BLDR Builders Firstsource Agree Which would you add" @TacticzH on X 2025-05-21 20:30:00 UTC 12.2K followers, 60.6K engagements
"@thexcapitalist Nice thread $BN is one of the best asset managers in the world. Great company to hold as a cornerstone in a portfolio" @TacticzH on X 2025-07-15 12:57:02 UTC 12.2K followers, XXX engagements
"Why choose between $NVO + $LLY and $HIMS FACTS: โIn 2022 XXX billion adults were overweight including over XXX million adults who were living with obesity โIn 2025 over X billion people globally are living with obesity PREDICTIONS: โ2 in X people will be either overweight or obese in 2030 โIn 2030 the total number of obese people will likely exceed XXX billion โBy 2035 an estimated two billion people in the world will be living with obesity Don't you think there is a place for $NVO $LLY AND $HIMS Not just one of them" @TacticzH on X 2025-07-10 11:15:39 UTC 12.2K followers, 3022 engagements
"@investseekers Nice adds Still thinking about adding to $MC as well. But I think there are better buys right now" @TacticzH on X 2025-07-11 09:24:11 UTC 12.1K followers, XXX engagements
"One of the lesser known ''Superinvestors'' is Stuart McLaughlin. He's known as a disciplined contrarian investor centered on deep value opportunities in cyclical and capital-intensive sectors such as energy steel and industrials He currently has XX holdings with some interesting names like $CCCS en $LRCX in there. Here are his XX holdings: - $MSFT - $TDG - $GOOGL - $AMZN - $CHTR - $ASML - $LRCX - $META - $MCO - $CCCS I actually quite likes his holdings. How about you" @TacticzH on X 2025-07-11 05:40:34 UTC 12.1K followers, 2514 engagements
"$SE and $MELI are still not talked about enough. X Year growth rate: $SE: XXXXX% $MELI: XXXXX% Forecasted X year growth rate: $SE: XXXXX% $MELI: XXXXX% Both have a similar growth trajectory but $MELI seems to be outpacing. Which one would you rather hold for the next X years" @TacticzH on X 2025-07-12 12:18:04 UTC 12.2K followers, 8810 engagements
"With US-markets touching all-time highs I'm more and more looking to diversify and buy Non-US companies. Here are my top XX picks outside of the US. - $SE Sea Limited - $CPNG Coupang - $DLO dLocal - $TSM Taiwan Semiconductor - $ASML ASML - $BABA Alibaba - $MC / $LVMH LVMH - $GRAB Grab - $MELI Mercadolibre - $NU Nu Holdings I currently own shares in $DLO $TSM $ASML $BABA and $LVMH. But I really like what I see in the other companies as well. Which one is your favorite" @TacticzH on X 2025-06-27 07:54:45 UTC 12.2K followers, 30.5K engagements
"Did you buy $OSCR because of analysts ratings Ofcourse not. And therefore you should not care about this downgrade today either. Analyst ratings are like male nipples: it's okay to have them but they are completely useless. This is what matters: โ
Revenue is projected to grow XX% CAGR through 2027 with or without ACA subsidies โ
Management has guided to $XXXX in EPS by 2027 โ
They are shifting toward ICHRA as a long-term growth channel โ
Trading at at only 7x estimated 2027 EPS I think we are only getting started" @TacticzH on X 2025-07-10 14:17:52 UTC 12.2K followers, 21.4K engagements
"@gainify_io I think we all are. Growth estimates are strong but valuation does not yet reflect that for $MRVL" @TacticzH on X 2025-07-13 17:27:41 UTC 12.2K followers, 1594 engagements
"$100k to spend and looking for a turnaround centered portfolio Here's how I'd do it: $XXXXXX $EVO Evolution AB $XXXXXX $NKE Nike $XXXXXX $PEP PepsiCo $XXXXXX $ENPH Enphase $XXXXXX $BLDR Builders Firstsource $XXXXXX $INTC Intel $XXXXXX $MC LVMH $XXXXX $UNH United Health Group Agree Disclaimer I only hold $EVO $BLDR and $MC" @TacticzH on X 2025-06-14 20:04:54 UTC 12.2K followers, 18.8K engagements
"8/ $TSM Taiwan Semiconductor TSMC is the worlds largest and most advanced dedicated semiconductor foundry. It manufactures chips for leading technology companies including $AAPL $NVDA $AMD and $QCOM To me one of the best buys in the market right now. Cheap looking at metrics but you will ''always'' have a discount due to the China-invasion risk. You get one of the widest monopolies in the world a fast-growing machine earnings a shit-ton of cash. TSMC would trade double the valuation if it was a US company. I think they will see multiple expansion as well as strong growth in the upcoming years" @TacticzH on X 2025-07-14 20:24:28 UTC 12.2K followers, 5173 engagements
"Right now I would pick: $NVO over $HIMS $GOOG over $TSLA $DLO over $OSCR $AMZN over $MELI $NBIS over $CRWV $NVDA and $AMD Agree" @TacticzH on X 2025-06-25 20:30:25 UTC 12.2K followers, 87.2K engagements
"@CompoundingLab Haha sorry. Great companies though. $UNH im still not familiar enough with. And $EVO well we all know about Evo haha" @TacticzH on X 2025-07-14 20:44:58 UTC 12.2K followers, XXX engagements
"@themattharbaugh One of the best right now I'm very curious what he did with his $ASML position in Q2" @TacticzH on X 2025-07-07 11:31:11 UTC 12K followers, XXX engagements
"7/ $PDD Revenue: + 275%% EPS: XXX% Stock price: +82% Recent performance has not been stellar for $PDD They missed earnings and revenue estimates and are facing a lot of competition. They also face the ''China''-headwind as investors are still not bullish and staying away from the country. However growth is still very strong with a XX% CAGR revenue growth in the last X years. Currently they trade at a PE of only 11.8" @TacticzH on X 2025-07-09 20:29:37 UTC 12.2K followers, 4474 engagements
"@meeijer I lean towards $SE for now. But have to do more research in $MELI" @TacticzH on X 2025-07-12 12:52:21 UTC 12.2K followers, XXX engagements
"@thexcapitalist Nice mixed bag I would do it like this: - $ASML $2000 - $NBIS $1500 - $GOOGL $1500 - $TSM $1000 - $OSCR $1000 - $DLO $1000 - $EVO/ $EVVTY $1000 - $AMZN $1000" @TacticzH on X 2025-07-09 15:07:54 UTC 12.2K followers, 1962 engagements
"@mind1nvestor It's like playing poker with play chips. It's just not the same" @TacticzH on X 2025-07-11 17:19:50 UTC 12.1K followers, XXX engagements
"20 Companies with huge MOATS. What would your top X look like $ASML - ASML Holding NV $KO - Coca Cola $COST - Costco $CPRT - Copart $CSX - CSX Corp / $UNP - Union Pacific Corp $EVO - Evolution AB $FICO - Fair Isaac Corp $GGG - Graco Inc $HII - Huntington Ingalls Industries Inc $ICE - Intercontinental Exchange Inc $INTU - Intuit $MA - Mastercard / $V - Visa $MCO - Moody's Corp / $SPGI - S&P Global $MSFT - Microsoft $TSM - Taiwan Semiconductor Manufacturing $TSCO - Tractor Supply Co $WM - Waste Management Any companies I missed" @TacticzH on X 2025-04-24 11:38:27 UTC 12.1K followers, 2626 engagements
"@DividendDude_X $PLTR is a great company no doubt about that. Gains are well deserved with the growth and potential they've shown. But anything above $XX just does not make any sense to me. Priced for perfection. Doomed to drop like a rock" @TacticzH on X 2025-07-14 15:15:56 UTC 12.2K followers, 5589 engagements
"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove" @TacticzH on X 2025-06-08 20:31:00 UTC 12.2K followers, 73K engagements
"2/ $CSU Constellation software Constellation Software acquires manages and builds vertical market software (VMS) businesses. Essentially they buy up smaller software companies that serve specific niche industries (like software for libraries marinas or public transit). Why does $CSU have huge potential - Diversified portfolio - Decentralized model - High switching costs for clients - Strong cash flow generation - A proven model of identifying and integrating new businesses. - High ROIC - Founder-led: Led by its visionary founder Mark Leonard Valuation: ๐ It's one of these companies that" @TacticzH on X 2025-06-02 13:24:48 UTC 12.2K followers, 8229 engagements
"4/ $GOOGL Alphabet Since Q1-21 Revenue: +138.8% EPS: +138.2% Stock price:+69% The LLM/AI thread is keeping $GOOGL down. Will they be able to mitigate their search revenue loss I think they are perfectly diversified to be a key player in this AI-boom one way or the other. $GOOGL has shown they are always capable of adapting to new trends. With their current diversified business segments they are in pole position to keep doing that. $GOOGL is here to stay and I'll be with them" @TacticzH on X 2025-07-09 20:29:34 UTC 12.2K followers, 3812 engagements
/creator/x::TacticzH