Dark | Light
# ![@TacticzH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1488239011378388997.png) @TacticzH TacticzHazel

Novo Nordisk ($NVO) is grabbing attention with multiple discussions around its undervaluation, growth prospects, and strategic moves, including an extraordinary general meeting to elect new board members and a deal to acquire an antibody in development for rare blood and kidney disorders. Additionally, the company is facing challenges, such as a FDA inspection classification for its Indiana plant and a restructuring plan to cut [-----] roles. Its stock appears to be one of the favorites among investors, alongside ASML ($ASML) and Taiwan Semiconductor ($TSM).

### Engagements: [------] [#](/creator/twitter::1488239011378388997/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:interactions.svg)

- [--] Week [-------] +7.70%
- [--] Month [---------] +17%
- [--] Months [----------] +40%

### Mentions: [--] [#](/creator/twitter::1488239011378388997/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:posts_active.svg)

- [--] Week [---] -27%
- [--] Month [---] -5%
- [--] Months [-----] -23%

### Followers: [------] [#](/creator/twitter::1488239011378388997/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:followers.svg)

- [--] Week [------] +0.74%
- [--] Month [------] +4.90%
- [--] Months [------] +85%

### CreatorRank: [-------] [#](/creator/twitter::1488239011378388997/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  53.64% [technology brands](/list/technology-brands)  21.85% [finance](/list/finance)  14.57% [cryptocurrencies](/list/cryptocurrencies)  7.28% [countries](/list/countries)  5.96% [automotive brands](/list/automotive-brands)  4.64% [luxury brands](/list/luxury-brands)  2.65% [fashion brands](/list/fashion-brands)  1.99% [currencies](/list/currencies)  1.32% [social networks](/list/social-networks)  0.66%

**Social topic influence**
[$nvo](/topic/$nvo) #27, [$hims](/topic/$hims) #190, [$asml](/topic/$asml) #15, [asml](/topic/asml) #29, [$csu](/topic/$csu) #16, [$nbis](/topic/$nbis) #294, [novo](/topic/novo) #1219, [$tsm](/topic/$tsm) #189, [$dlo](/topic/$dlo) #40, [$se](/topic/$se) #47

**Top accounts mentioned or mentioned by**
[@meeijer](/creator/undefined) [@grok](/creator/undefined) [@preseidentmusk](/creator/undefined) [@pennystockabe](/creator/undefined) [@hatedmoats](/creator/undefined) [@investseekers](/creator/undefined) [@longinvest32](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@researchpulse1](/creator/undefined) [@jcannush](/creator/undefined) [@theraymyers](/creator/undefined) [@sourjyac93](/creator/undefined) [@invest091](/creator/undefined) [@sojustfollowme](/creator/undefined) [@oksurf](/creator/undefined) [@jimmyinvest](/creator/undefined) [@sergeycyw](/creator/undefined) [@jkjn12345](/creator/undefined) [@arturraposo1r](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DLocal Limited (DLO)](/topic/$dlo) [Sea Limited (SE)](/topic/$se) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Evotec SE (EVO)](/topic/$evo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Micron Technology, Inc. (MU)](/topic/$mu) [Vistra, Corp. (VST)](/topic/$vst) [Ferrari N.V. (RACE)](/topic/$race) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Spotify Technology (SPOT)](/topic/$spot) [Mastercard, Inc. (MA)](/topic/$ma) [S&P Global Inc (SPGI)](/topic/$spgi) [Costco Hot Dog (COST)](/topic/$cost) [Metadium (META)](/topic/$meta) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Alibaba Group (BABA)](/topic/$baba) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [RAI Finance (SOFI)](/topic/$sofi) [Oklo Inc. (OKLO)](/topic/$oklo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital) [Coldstack (CLS)](/topic/$cls) [Costco Wholesale Corporation (COST)](/topic/costco) [Waste Management, Inc. (WM)](/topic/$wm) [Huntington Ingalls Industries Inc (HII)](/topic/$hii)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CSU turned from one of the best compounders in the world to ''hated because of AI'' in only a matter of months. That's how quick sentiment changes. The business itself not so much. It's now trading at the lowest P/FCF in over a decade. Is the sell-off overdone or justified"  
[X Link](https://x.com/TacticzH/status/2009372817968779654)  2026-01-08T21:13Z 35.8K followers, 11.4K engagements


"$NVO - Ready to rumble $HIMS"  
[X Link](https://x.com/TacticzH/status/2019452135646044268)  2026-02-05T16:44Z 35.8K followers, [----] engagements


"$PGY Pagaya taking a real beating after earnings. What happened"  
[X Link](https://x.com/TacticzH/status/2020851073401946347)  2026-02-09T13:23Z 35.8K followers, 13.9K engagements


"The Thematic Supercycle of 2026: AI / Compute / Semicon $ASML $SSNLF $NVDA $MU $AMD $TSM Nuclear & Power $CEG $VST $GEV $OKLO Data Centers & Power Infrastructure $NBIS $IREN $VRT $CRWV $CIFR Batteries & Storage $FLNC $EOSE $TE Defense & Aerospace $KRKNF $RHM $LMT $BA $LHX $RTX Drones & Autonomous Systems $AVAV $RCAT $ONDS Space $RKLB $ASTS $LUNR Copper $FCX $RIO $TECK $IE Rare Earths $MP $UUUU $CRML $TMC $IDR Quantum $QBTS $IONQ $RGTI Crypto $BTC $ETH Emerging markets $DLO $MELI $SE Healthcare $NVO $LLY What is your favorite theme for 2026"  
[X Link](https://x.com/TacticzH/status/2015878660033581252)  2026-01-26T20:05Z 35.8K followers, 25.1K engagements


"Link to the $CSU deep dive: Free to read"  
[X Link](https://x.com/TacticzH/status/2020497898040185025)  2026-02-08T14:00Z 35.8K followers, [----] engagements


"🚨BREAKING - $NVO. The FDA flags Novo Nordisk for misleading Wegovy ad The FDA says that the ad misbrands Wegovy Semaglutide tablets and violates the Federal Food Drug and Cosmetic Act The FDA is really busy 😄"  
[X Link](https://x.com/TacticzH/status/2020891134868832653)  2026-02-09T16:02Z 35.8K followers, 27K engagements


"$NVO - UBT251 the Retrarutide killer @ResearchPulse1 found some key leaked data that might suggest UBT251 could be beating $LLY's Retatrutide on both weight loss and side effects. The data seems unconfirmed so we have to take this with a grain of salt. But to me it only means one thing: watch the upcoming UBT251 data/trial results like a hawk. The phase [--] data is expected soon. It could be big"  
[X Link](https://x.com/TacticzH/status/2021179133380698291)  2026-02-10T11:07Z 35.8K followers, [----] engagements


"@alc2022 Even if free I'd rather step on a Lego twice. And then another time to really pain myself"  
[X Link](https://x.com/TacticzH/status/2021303229896638750)  2026-02-10T19:20Z 35.8K followers, [----] engagements


"Get ready for 2026: [--] AI/Datacenter plays to watch $NBIS Nebius Group $IREN IREN Limited $CIFR Cipher Mining $VST Vistra Corp $WYFI WhiteFiber Inc $CRWV CoreWeave $GLXY Galaxy Digital $EQIX Equinix $VRT Vertiv Holdings $CLS Celestica What am I missing"  
[X Link](https://x.com/TacticzH/status/2004197690717212919)  2025-12-25T14:29Z 35.8K followers, 43.2K engagements


"Get ready for 2026: [--] European companies to watch $ASML - ASML Holding $NBIS - Nebius $ADYEN - Adyen $ASMI - ASM International $WKL - Wolters Kluwer $NVO - Novo Nordisk $SAN - Sanofi $HO - Thales $AI - Air Liquide $SU - Schneider Electric $RMS - Hermes $SAP - SAP $SIE - Siemens AG $RHM - Rheinmetall AG $RACE - Ferrari $SPOT - Spotify $EVO - Evolution Gaming $III - 3i Group $PLUS.L - PLus500 ltd $WISE - Wise PLC Which one is your favorite and which one would you add"  
[X Link](https://x.com/TacticzH/status/2004922719553691730)  2025-12-27T14:30Z 35.8K followers, 96.4K engagements


"$NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance and overall press release. Check it out. Link in bio and in the comments below"  
[X Link](https://x.com/TacticzH/status/2018796302583374267)  2026-02-03T21:18Z 35.8K followers, 19.1K engagements


"Looking to diversify away from the US stock market This is the only watchlist you need: $SIE Siemens AG  $TSM Taiwan Semiconductor $IREN Iren Ltd $PDD Pinduoduo $SPOT Spotify Technology S.A. $BN Brookfield Corporation $RHM Rheinmetall $KPG Kelly Partners Group $CSU Constellation Software $CDLR Cadeler A/S $VLK Van Lanschot Kempen N.V. $MELI MercadoLibre $XIAOMI Xiaomi Corporation $RMS Hermes International SCA $EVO Evolution AB $ADYEN Adyen $NVO Novo Nordisk $RYCEY Rolls Rocye $CPNG Coupang $LDO Leonadro SpA $SE Sea Ltd $TOI Topicus Inc. $BABA Alibaba $LVMH LVMH Mot Hennessy Louis Vuitton SE"  
[X Link](https://x.com/TacticzH/status/1957711624686477809)  2025-08-19T07:49Z 35.8K followers, 53.1K engagements


"My top [--] of companies with the strongest MOATs [--]. $ASML - ASML [--]. $FICO - Fair Isaac Corp [--]. $SPGI - S&P Global [--]. $MCO - Moody's Corp [--]. $V / $MA - Visa and Mastercard [--]. $EVO- Evolution Ab [--]. $MSFT - Microsoft [--]. $TSM - Taiwan Semiconductor Manufacturing [--]. $HII - Huntington Ingalls [--]. $COST - Costco [--]. $WM - Waste Management [--]. $TSCO - Tractor Supply Company [--]. $EFX - Equifax [--]. $SAP - SAP [--]. $ICE - Intercontinental Exchange [--]. $GGG - Graco [--]. $INTU - Intuit [--]. $ORLY - O'Reilly Auto Parts [--]. $UNP - Union Pacific [--]. $KO - Coca Cola Do you agree with this list Which would you add"  
[X Link](https://x.com/TacticzH/status/1963582674809098571)  2025-09-04T12:39Z 35.8K followers, 65.5K engagements


"Added to my $NVO and $EVO position today. Increased $NVO to 11% of the portfolio and $EVO is now my 3rd largest holding again at 8.3%. I think both provide excellent risk/rewards currently as I think there downside is limited. It's also a little bit of extra diversification from my mostly tech-oriented other holdings. Wanna stay on top of all my buys and sells and why I do them Subscribe to my SS as that's where I give regular portfolio updates and all my buys/sells. Going forward I will do less of these updates on X. 🔗Link in my bio"  
[X Link](https://x.com/TacticzH/status/1979212938020831515)  2025-10-17T15:48Z 35.8K followers, 59.1K engagements


"If I had $1.000.000 to built a equally weighted portfolio with only large-MOAT companies it would look like this: - $ASML ASML - $TSM Taiwan Semiconductor - $GOOGL Alphabet - $V Visa - $MA Mastercard - $TMDX Transmedics - $META Meta Platforms - $AXON Axon Enterprise - $AMZN Amazon - $FFX Fairfax Financial - $SPGI S&P Global - $MCO Moody's Corp - $NVDA Nvidia - $MSFT Microsoft - $FICO Fair Isaac Corp Agree What would you change"  
[X Link](https://x.com/TacticzH/status/1996967085067436036)  2025-12-05T15:37Z 35.8K followers, 92.4K engagements


"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to 11.3% after [--] weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to 15.3% at [--] weeks In comparison: Oral Wegovy showed 16.6% weight loss after [--] weeks and. Lilly's Orforglipron resulted in average weight loss of 12.4% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in 2026"  
[X Link](https://x.com/TacticzH/status/1998030146201133201)  2025-12-08T14:01Z 35.8K followers, 10.7K engagements


"These are my top [--] International picks going into [----] $NVO Novo Nordisk $ASML ASML $TSM Taiwan Semiconductor Manufacturing $DLO Dlocal $CSU Constellation Software $MELI MercadoLibre $SE Sea Ltd $NBIS Nebius $TOI.V Topicus $KRKNF Kraken Robotics What are yours"  
[X Link](https://x.com/TacticzH/status/2000574063820062757)  2025-12-15T14:30Z 35.8K followers, 60.2K engagements


"Get ready for 2026: [--] growth stocks to watch $IREN Iren $NBIS Nebius $GLXY Galaxy Digital Holdings $KRKNF Kraken Robotics $MELI MercadoLibre $SE Sea Limited $DLO dLocal $HROW Harrow $PME Pro Medicus $GRAB Grab Holdings $NU Nu Holdings $RKLB Rocket Lab $AXON Axon Enterprise $VST Vistra Corp $AMD Advanced Micro Devices Which ones am I missing"  
[X Link](https://x.com/TacticzH/status/2002784881110294568)  2025-12-21T16:55Z 35.8K followers, 33.6K engagements


"Get ready for 2026: [--] large moat companies to watch $ASML ASML $TSM Taiwan Semiconductor $V Visa $MA Mastercard $AMZN Amazon $SPGI S&P Global $NVDA Nvidia $MSFT Microsoft $MCO Moody's Corp $FICO Fair Isaac Corp $HII Huntington Ingalls $WM Waste Management $COST Costco $CPRT Copart $GOOGL Alphabet Which one would you add"  
[X Link](https://x.com/TacticzH/status/2005285106693308526)  2025-12-28T14:30Z 35.8K followers, 29.8K engagements


"These are my my top [--] picks for 2026: $NVO - Novo Nordisk $DLO - dLocal $NBIS - Nebius $KRKNF - Kraken Robotics $AMZN - Amazon $SE - Sea Ltd $MELI - MercadoLibre $MSFT - Microsoft $BABA - Alibaba $V - Visa So far it's at a 5.13% YTD. You can follow and track the portfolio for FREE via blossom via this link: Disclaimer: this is not my actual portfolio. I do own some of these companies but not all of them. I'll also make and track some sector or theme-specific portfolios for [----] as well. More on that later"  
[X Link](https://x.com/TacticzH/status/2009980477604577280)  2026-01-10T13:27Z 35.8K followers, 30.7K engagements


"$NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we could value around $4B (which is conservative in my opinion Avride alone could be worth that). $25B - $4.2B - $4.8B - $4B =$12B (without cash deduction it would be $16.8B) If Nebius executes well and they have been doing just that so far they can easily do $4.5B in ARR by the end of [----] for their core business. Nebius is still cheap"  
[X Link](https://x.com/TacticzH/status/2012223462937419798)  2026-01-16T18:00Z 35.8K followers, 38.8K engagements


"$AXON has delivered [--] consecutive quarters of over 28% growth. One of the most impressive growth stories in the market right now. When is the price right for this one"  
[X Link](https://x.com/TacticzH/status/2012608361330802882)  2026-01-17T19:30Z 35.8K followers, 10.5K engagements


"$CSU is down about 50% from it's all-time high. This warrants a proper look into it's valuation. Is it actually cheap now or not Let's find out. So therefore I partnered with @HatedMoats to write a DCF analysis on Constellation Software. Completely free to read Go check it out and let me know what you think. Link below:"  
[X Link](https://x.com/TacticzH/status/2014817375527333927)  2026-01-23T21:47Z 35.8K followers, 12K engagements


"🚨BREAKING: $NVO WEGOVY PILL STILL AT RECORD LEVELS. Symphony data show TRx are at [-----] for week [--]. Another big jump compared to the [-----] reported last Friday for week [--]. TRx stand for total prescriptions. This includes new and refills (but refills are not part of the equation for the Wegovy Pill ofcourse. Keep in mind this is still not the total number as telehealth sales and NovoCare are not included. IQVIA Data to be released at 12:00 CET today should confirm this strong trend"  
[X Link](https://x.com/TacticzH/status/2017144596254294134)  2026-01-30T07:55Z 35.8K followers, 18.5K engagements


"My next deep dive will be on $CSU I'm currently very busy finalizing it I hope to release it within a week or so. The more I dive into Constellation Software the more I realize what a brilliant well-ran company this is. It perfectly fits with how I approach investing myself. It's non-hyped self-critical sometimes a tad boring focused on execution and always honest. This is not a company that is focused on short-term returns. They don't need hype. They execute. They generate cash. A lot of it. This is a company that has built its brand name over the span of several decades. Mark Leonard set"  
[X Link](https://x.com/TacticzH/status/2017315764642930759)  2026-01-30T19:15Z 35.8K followers, 15.4K engagements


"My top [--] picks are beating the S&P500 with 5.3% to 1.6% YTD. Fortunately my ''real'' portfolio is doing even better with a solid 10% YTD return. Why the difference I did not include $ASML (my largest holding) in my top [--] list. Silly me. Here is how each of my picks have performed so far this year from best to worst performer: [--]. $KRKNF - Kraken Robotics = +21.2% [--]. $NVO - Novo Nordisk = +13.4% [--]. $BABA - Alibaba = +10% [--]. $MELI - MercadoLibre = +9.2% [--]. $AMZN - Amazon = +6% [--]. $DLO - dLocal = -3.7% [--]. $NBIS - Nebius = -4.81% [--]. $V - Visa - 6.35% [--]. $MSFT - Microsoft = -8.8% [--]. $SE - Sea"  
[X Link](https://x.com/TacticzH/status/2017349604107489659)  2026-01-30T21:30Z 35.8K followers, [----] engagements


"Tell me you know nothing about $ASML without telling me. You do know $ASML has different EUV machines right Ever heard about Low-NA and high-NA"  
[X Link](https://x.com/TacticzH/status/2017870622416584988)  2026-02-01T08:00Z 35.8K followers, 15K engagements


"$NVO - Novo Nordisk has submitted Wegovy pill for approval in Brasil. Brasil could be a key market for $NVO as obesity is rising quickly there. Overweight among Brazilians has jumped 20% in [--] years and over 60% of Brazilians are overweight Obesity doubled from [----] to [----] affecting 25.7% of the population. Novo recently invested over $1B to increase it's exposure in Brasil by expanding the Montes Carlos Facility. This in an effort to strengthen their position in Lat-AM"  
[X Link](https://x.com/TacticzH/status/2018661730167959871)  2026-02-03T12:23Z 35.8K followers, 12.6K engagements


"Markets have been correcting for just under a week now and a lot of people on X and Reddit have started panicking already. Some are down 50% or more in a matter of weeks. With [--] consecutive months of green for the overall markets it seems like people have forgotten markets do move down as well. Some of these people are positioned very aggressively following hype chasing gains and acting on FOMO. Yes when you position like that you will see drawdowns of 50% or more. And you will see them often. This little bump is nothing yet. If you are worried now your portfolio is positioned way to"  
[X Link](https://x.com/TacticzH/status/2019336815107281105)  2026-02-05T09:06Z 35.8K followers, 15.7K engagements


"$NVO $HIMS We all know how this ended last time. Is this even legal"  
[X Link](https://x.com/TacticzH/status/2019410399691415576)  2026-02-05T13:58Z 35.8K followers, 39K engagements


"Desperate move by $HIMS. I just don't think it's even legal. There is no shortage And the medicals reasons loophole (tailoring to side effects bs) just won't cut it. $NVO should sue"  
[X Link](https://x.com/TacticzH/status/2019413573185991172)  2026-02-05T14:11Z 35.8K followers, 24.7K engagements


"$HIMS is down 15% from the daily high. This is what you get when you literally scam your own patients. $NVO $LLY $HIMS"  
[X Link](https://x.com/TacticzH/status/2019489842980352053)  2026-02-05T19:14Z 35.8K followers, 22K engagements


"@sourjyac93 Not holding $EVO anymore You"  
[X Link](https://x.com/TacticzH/status/2019552197105840613)  2026-02-05T23:22Z 35.8K followers, [---] engagements


"@DD17_Capital Thanks for sharing my work Daniel Glad you thought it was worth sharing ;)"  
[X Link](https://x.com/TacticzH/status/2020620936245059822)  2026-02-08T22:09Z 35.8K followers, [---] engagements


"🪐My current investable Universe 🪐 Any suggestions for stocks to add to this universe $AMZN ✅ $AMD 🟠 $ASML ✅ $ASTS $AXON ✅ $BABA ✅ $BLDR ✅ $CDLR $COST $CRM $CSU $EVO ✅ $FICO $GOOG ✅ $GRAB $HIMS 🟠 $HOOD $KKR $LLY $MC ✅ $MCO $META $MSFT ✅ $NBIS ✅ $NFLX $NKE $NU $NVDA ✅ $NVO ✅ $OSCR 🟠 $PEP $PLTR $PME $RACE 🟠 $SOFI $SPOT 🟠 $SPGI ✅ $TSLA $TSM ✅ $UBER $V ✅ $VST ✅ How many do you own ✅ = I own 🟠= High on watchlist but want better price"  
[X Link](https://x.com/TacticzH/status/1930266126040096853)  2025-06-04T14:11Z 35.8K followers, 22.5K engagements


"Get ready for 2026: [--] Asian companies to watch: $BABA - Alibaba $TCEHY - Tencent $BIDU - Baidu $PDD - PinDuoDuo $JD - JDcom $GRAB - GRAB $XIAOMI - Xiaomi Corp $TSM -Taiwan Semiconductor Manufacturing $SE - Sea ltd $CPNG - Coupang $SAMSUNG - Samsung $SONY - Sony Group Corp $TM - Toyota Motor Corp $BHA - Bharat Electronics $TRENT - Trent LTD Which one is your favorite and which one would you add"  
[X Link](https://x.com/TacticzH/status/2005023526949097878)  2025-12-27T21:10Z 35.8K followers, 79.3K engagements


"My Top [--] Stocks going into 2026: 🥇 $NVO 🥈 $DLO 🥉 $NBIS What is your top 3"  
[X Link](https://x.com/TacticzH/status/2006100479059644556)  2025-12-30T20:30Z 35.8K followers, 48.5K engagements


"Companies with 25%+ ROIC trading below [--] times earnings: SK Hynix: ROIC: 27.6% P/E: [----] $MRK - Merck & CO ROIC: 26.6% P/E: [----] $NVO - Novo Nordisk ROIC: 26.6% P/E [----] $UBER - Uber Holdings ROIC: 27.2% PE: [--] $PDD - PinDuoDuo ROIC: 68.5% PE: [----] *Data from fiscal"  
[X Link](https://x.com/TacticzH/status/2010099830165532994)  2026-01-10T21:22Z 35.8K followers, 35K engagements


"If you invested $10k in $CLS in Jan [----] you would now have $235k"  
[X Link](https://x.com/TacticzH/status/2015522563263508521)  2026-01-25T20:30Z 35.8K followers, [----] engagements


"@DG_Invests $NVO. $DLO $NBIS $ASML. The others not so sure ;)"  
[X Link](https://x.com/TacticzH/status/2015915784615105019)  2026-01-26T22:32Z 35.8K followers, [---] engagements


"@meeijer $CSU $NBIS and $DLO are looking especially good here"  
[X Link](https://x.com/TacticzH/status/2016271133192990754)  2026-01-27T22:04Z 35.8K followers, [----] engagements


"$NVO - The best defense is a good offence. Novo Nordisk spent a whopping $500M on advertising in the US for Wegovy and Ozempic in the first nine months of [----]. That's more than double what Eli Lilly spend in the same period. Now with the roll-out of the Wegovy Pill I expect to seen even higher numbers. A lot of budget is apparently spent on the Super Bowl but also on other commercials and advertising. I like it enough with waiting and wishing. Get the name out there. Source: Reuters"  
[X Link](https://x.com/TacticzH/status/2016506609636192642)  2026-01-28T13:40Z 35.8K followers, 19.4K engagements


"$PYPL - Paypal is nobody's pal right now"  
[X Link](https://x.com/TacticzH/status/2018663570431684960)  2026-02-03T12:31Z 35.8K followers, [----] engagements


"$NVO $HIMS - I just posted my update on Novo's 30% fall this week. A proper look into their earnings and I also address the $HIMS drama. Check it out and let me know what you think. Link in bio and comment section. Free to read"  
[X Link](https://x.com/TacticzH/status/2019509019480846510)  2026-02-05T20:30Z 35.8K followers, [----] engagements


"Also [--] $NVO products featured on the main page"  
[X Link](https://x.com/TacticzH/status/2019724802597265652)  2026-02-06T10:48Z 35.8K followers, [----] engagements


"@meeijer Good post mate This could have been so good for both $HIMS and $NVO. If only they worked together"  
[X Link](https://x.com/TacticzH/status/2020612417273876486)  2026-02-08T21:35Z 35.8K followers, [----] engagements


"$BLDR - TOP [--] performer in the S&P500 in the last [--] and [--] years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE 🧵 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"  
[X Link](https://x.com/TacticzH/status/1923696056966971419)  2025-05-17T11:04Z 35.8K followers, 30.1K 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"  
[X Link](https://x.com/TacticzH/status/1929201971220586833)  2025-06-01T15:42Z 35.8K followers, 39.1K engagements


"My current top [--] holdings: [--]. $ASML ASML [--]. $EVO $EVVTY Evolution AB [--]. $NBIS Nebius [--]. $MSFT Microsoft [--]. $GOOGL Alphabet Which are yours"  
[X Link](https://x.com/TacticzH/status/1932450500378526117)  2025-06-10T14:51Z 35.8K followers, 27.1K engagements


"These are the current Fintwit Favorites. Which one has the most potential from this point - $NBIS Nebius - $OSCR Oscar Health - $DUOL Duolingo - $GRAB Grab - $IREN Iren ltd - $FOUR Shift4 Payments - $ROOT Root inc - $LMND Lemonade - $OPEN Opendoor - $BMNR Bitmine Immersion Technologies - $SOFI Sofi - $HOOD Robinhood - $OKLO Oklo - $IONQ IONQ"  
[X Link](https://x.com/TacticzH/status/1969849106093818132)  2025-09-21T19:39Z 35.8K followers, 75.9K engagements


"These are the Top [--] WORST performing companies of the S&P500 in [----] - 67% - Fiserv - $FISV - 67% - The Trade Desk- $TDD -49% - Deckers Outdoor- $DECK -48% - Gartner- $IT -44% - Lululemon- $LULU -40% - Molina Healthcare- $MOH -40% - Charter Communications- $CHTR - 39% - Alexandria Real Estate Eq- $ARE - 39% - Factset Research Systems- $FDS - 38% - Chipotle Mexican Grill - $CMG Which one has the most potential to do well in [----] you think"  
[X Link](https://x.com/TacticzH/status/2008879163097452559)  2026-01-07T12:31Z 35.8K followers, 15.8K engagements


"Which company do you think is the best buy right now - $NVO at $5964 - $DLO at $1435 - $NBIS at $105 - $PLTR at $179 - $HIMS at [--] - $DUOL at $166 - $ZETA at $2351 - $IREN at $53 - $HOOD at $120 - $KRKNF at $8.70 CAD - $CSU at [----] CAD - $GRAB at [---] - $SE at $130 - $CRM at $240"  
[X Link](https://x.com/TacticzH/status/2011194634643325413)  2026-01-13T21:52Z 35.8K followers, 83.9K engagements


"$DLO - dLocal partners with HONOR to launch localized payments in Peru's. The partnership supports HONOR's expansion in Peru by introducing local payment methods such as cards bank transfers eWallets and cash aligning with how Peruvians pay online. "HONOR's products set a high bar for innovation and their payment experience should reflect the same standard" said Justin Goh Head of China at dLocal. "By processing transactions through domestic rails and supporting key local methods like Yape and Pago Efectivo we're helping them connect directly with consumers and build a strong foundation for"  
[X Link](https://x.com/TacticzH/status/2013558445996154942)  2026-01-20T10:25Z 35.8K followers, [----] engagements


"HBM Supply Chain Overview $MU - Micron $HXSCL - SK Hynix $SSNLF - Samsung $TSM - TSMC $NVDA - Nvidia $AMD - Advanced Micro Devices $SNPS - Synopsys $BESI - BE Semiconductor Industries $AMAT - Applied Materials $AVGO - Broadcom $MRVL - Marvell $DD - DuPont $MSFT - Microsoft $GOOGL - Alphabet $META - META $LCRX - Lam Research"  
[X Link](https://x.com/TacticzH/status/2015548415640228087)  2026-01-25T22:12Z 35.8K followers, 29.3K engagements


"THE HBM sector could grow from $4B in [----] to $130B by [----] according to Bloomberg. These companies are set to benefit: The Big 3: $MU Micron $SSNLF Samsung $HXSCL SK Hynix Ecosystem: $ASML ASML $TSM TSMC $INTC Intel $AMD Advanced Micro Devices $NVDA Nvidia Advanced Equipment Suppliers $BESI BE Semiconductor Hanmi Semiconductor Disco Corp Packaging: $AMKR Amkor ASE Technology Holding JCET Group Design and IP $RMBS Rambus $CDNS Cadence Design Systems $SNPS Synopsys Others: $MRVL Marvell Fujitsu Powertech Technology $AMAT Applied Materials $KLIC Kulicke and Soffa"  
[X Link](https://x.com/TacticzH/status/2017243907298570610)  2026-01-30T14:30Z 35.8K followers, [----] engagements


"@invest091 Thanks Michael Looking back I maybe should've spend a bit more time on competitors. But it was so long already haha"  
[X Link](https://x.com/TacticzH/status/2020612136460865832)  2026-02-08T21:34Z 35.8K followers, [---] engagements


"Top European Quality Companies 💎 [--]. $ASML ASML [--]. $RMS Hermes [--]. $ADYEN Adyen [--]. $NVO Novo Nordisk [--]. $SIE Siemens AG [--]. $SE Schneider Electric [--]. $EVO Evolution AB [--]. $RACE Ferrari [--]. $INVE-B Investor AB [--]. $WKL Wolters Kluwer [--]. $MC / $LVMH Louis Vuittion Mot etc. [--]. $OR L'oreal SA [--]. $CHEMM ChemoMetec Agree Which would you add"  
[X Link](https://x.com/TacticzH/status/1925093975704178957)  2025-05-21T07:39Z 35.8K followers, 48.1K engagements


"Here are my [--] favorite NON-US companies You should be watching these 🧵 1/ $NBIS Nebius is highly specialized in AI-centric cloud infrastructure and services. When you buy Nebius you buy a stake in: ✅Nebius core: AI-centered cloud platform + data centers ✅Avride: Autonomous driving and delivery robots ✅Clickhouse: open-sourced column-oriented SQL database management system ✅TripleTen: Online education platform that provides coding bootcamps ✅Toloka: Crowdsourcing platform that provides human-annotated data for training and evaluating AI models All of these together make them a very strong AI"  
[X Link](https://x.com/TacticzH/status/1943771573799792964)  2025-07-11T20:37Z 35.8K followers, 56.3K engagements


"Which company do you think is the best buy right now - $UNH at $281 - $ASML at [---] - $OSCR at $14.45 - $DLO at $10.83 - $GRAB at $5.35 - $MELI $2362 - $AMD at $166 - $HIMS at [-----] - $ASTS at $53.45 - $HOOD at $104.85"  
[X Link](https://x.com/TacticzH/status/1949562705234555268)  2025-07-27T20:09Z 35.8K followers, 235.7K engagements


"10 Quality companies trading at their lowest valuations ever. [--]. $CSU - Constellation Software P/FCF 19.84"  
[X Link](https://x.com/TacticzH/status/2010349488313950313)  2026-01-11T13:54Z 35.8K followers, 185.8K engagements


"$MSFT Microsoft now trades at 24.5x FWD earnings. Looking back these have been great buying opportunities. Is this a quality company on sale or is there more to it"  
[X Link](https://x.com/TacticzH/status/2018328839533859112)  2026-02-02T14:21Z 35.8K followers, 19.8K engagements


"🚨Just in: $WBD Warner Bros' shareholders likely to hold vote on Netflix $NFLX deal in March. Reuters: If shareholders were to reject the Netflix deal Paramount is expected to continue escalating pressure and attempt to replace Warner Bros board members with directors more open to reviewing or approving its hostile $108.4 billion offer. Warner Bros' board unanimously rejected Paramount's bid labeling it "inadequate" and "not in the best interests" of shareholders"  
[X Link](https://x.com/TacticzH/status/2018339154468208916)  2026-02-02T15:02Z 35.8K followers, 12.7K engagements


"$ASML is not wasting any time with buybacks. Purchasing about 25M per day since they announced the 12B program last week"  
[X Link](https://x.com/TacticzH/status/2018415649517650145)  2026-02-02T20:06Z 35.8K followers, 40.3K engagements


"@SergeyCYW I like $SE and $CSU here as well"  
[X Link](https://x.com/TacticzH/status/2018713461883035658)  2026-02-03T15:49Z 35.8K followers, [---] engagements


"Value investing is officially dead. Quality companies like $CSU $NVO $MSFT $FICO $ADP and $SE are getting flushed. Meanwhile this thing is breaking the sound barrier. $ASTS"  
[X Link](https://x.com/TacticzH/status/2018715919082471620)  2026-02-03T15:59Z 35.8K followers, [----] engagements


"$NVO - The good news is we don't have to worry about bad guidance anymore. The bad news they gave it today"  
[X Link](https://x.com/TacticzH/status/2018753096684609805)  2026-02-03T18:26Z 35.8K followers, 20.2K engagements


"$NVO - It was all in the cards"  
[X Link](https://x.com/TacticzH/status/2018754823902867963)  2026-02-03T18:33Z 35.8K followers, 26.4K engagements


"$NVO - Hidden in all the negativity. Mike Doustdar just said on Bloomberg TV that there are already [------] patients on the Wegovy pill. Also hidden in the news they announced a new buyback program of about 15B DKK roughly 1% of the current market cap. Still this repricing is warranted on this horrible guidance cut"  
[X Link](https://x.com/TacticzH/status/2018798104443769151)  2026-02-03T21:25Z 35.8K followers, 24.9K engagements


"My portfolio is down 4.5% today. One of the biggest drawdowns I have experienced since I started investing. But I noticed I am not concerned at all. I am happy with my portfolio. I am happy with my holdings. If anything I want more shares of the companies I hold. Stocks go up and down. That's part of investing. Sometimes for good reason (like today with $NVO). And sometimes it makes no sense at all ( I see you $CSU $TOI.V). But in the end we just have to sit through it It's part of the game"  
[X Link](https://x.com/TacticzH/status/2018801193854575007)  2026-02-03T21:38Z 35.8K followers, 12.6K engagements


"$NVO $HIMS. Great take by Adam"  
[X Link](https://x.com/TacticzH/status/2019487445062963475)  2026-02-05T19:05Z 35.8K followers, 15.7K engagements


"Explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts"  
[X Link](https://x.com/TacticzH/status/2019523539791917114)  2026-02-05T21:28Z 35.8K followers, 11.2K engagements


"My explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts"  
[X Link](https://x.com/TacticzH/status/2019539350443421732)  2026-02-05T22:31Z 35.8K followers, 20.2K engagements


"$IREN is actually in the green now after dropping almost 20% after hours. Hated to loved in the span of a couple of hours. Gotta love the stock market. Congrats to all the dip buyers"  
[X Link](https://x.com/TacticzH/status/2019745150067482909)  2026-02-06T12:09Z 35.8K followers, 21.3K engagements


"$NVO - TRx numbers for the Wegovy pill look insane"  
[X Link](https://x.com/TacticzH/status/2019306001498087763)  2026-02-05T07:04Z 35.8K followers, 15.1K engagements


"What do you buy now to get the best GLP-1 exposure $NVO $LLY $VKTX"  
[X Link](https://x.com/TacticzH/status/2019318722406576259)  2026-02-05T07:54Z 35.8K followers, [----] engagements


"This will not end well for $HIMS. FDA with a very quick statement. $NVO $LLY"  
[X Link](https://x.com/TacticzH/status/2019646011497672926)  2026-02-06T05:35Z 35.8K followers, 18.5K engagements


"Quiet day in the market so you have time to do some research Check out this great deep dive on a company most people don't know Texas Pacific Land $TPL Daniel is a great writer and he does some excellent research. Definitely worth a read and be sure to check out his other deep dives as well. He surely deserves more followers here on X and on SS"  
[X Link](https://x.com/TacticzH/status/1994058781081092325)  2025-11-27T15:00Z 35.8K followers, 40.7K engagements


"Get ready for 2026: [--] high-growth stocks to watch $NBIS -Nebius $IREN -IREN $DLO -dLocal $SE -Sea ltd $PME - Pro Medicus $NU -Nu Holdings $GRAB- Grab Holdings $AXON- Axon $ASTS -AST SpaceMobile Inc. $RKLB- Rocket Lab $RDDT -Reddit $NOW- ServiceNow $AMD -Advanced Micro Devices $VST- Vistra Corp $LLY- Eli Lilly $ZETA- Zeta Global $TE - T1 Energy $CIFR - Cipher Mining $PGY - Pagaya $HROW - Harrow Which one is your favorite and which one am I missing"  
[X Link](https://x.com/TacticzH/status/2005651160145834474)  2025-12-29T14:44Z 35.8K followers, 34.2K engagements


"The Top [--] performing companies of the S&P500 in [----] 559% - Sandisk - $SNDK 282% - Western Digital - $WDC 239% -Micron - $MU 219% - Seagate technology - $STX 203% - Robinhood - $HOOD 172% - Warner Bros Discovery - $WBD 168% - Newmont Corp - $MEN 137% - Lam Research - $LRCX 135% - Palantir - $PLTR 120% - Comfort systems - $FIX Data storage and memory solutions heavily represented here. Are these still buy-worthy or has this ship sailed"  
[X Link](https://x.com/TacticzH/status/2008533484294328542)  2026-01-06T13:37Z 35.8K followers, 138.7K engagements


"Why I believe $PLTR is NOT a buy right now $TSLA is NOT a buy right now $HIMS is NOT a buy right now $ASTS is NOT a buy right now $ASML is NOT a buy right now $MSTR is NOT a buy right now $BMNR is NOT a buy right now $SOFI is NOT a buy right now Valuation matters. Valuation matters a lot. Valuations on a lot of companies in the market are reaching or at levels that scream expensive to me. The potential of companies like $TSLA and $ASTS is unmatched but valuation is not attractive right now. A lot of the current valuation is based on future promises and beliefs and that simply does not cut it"  
[X Link](https://x.com/TacticzH/status/2008912760273551613)  2026-01-07T14:45Z 35.8K followers, 353K engagements


"🚨 BREAKING: $NVO'S WEGOVY PILL SALES HIT A RECORD [-----] IN WEEK [--] Compare this to last week's [----] number (which was already very good) and you can see how big this is. For comparison: Zepbound did 10k in week [--] and the injectable Wegovy did just over 1k in it's second week upon launch So these numbers are very very promising and show how much interest there is in oral pills for weight-loss. And keep in mind this is excluding telehealth and Novocare numbers. Even though sentiment is already changing it seems to me the market is still heavily underestimating the impact the new oral GLP-1 era"  
[X Link](https://x.com/TacticzH/status/2014607825259880683)  2026-01-23T07:55Z 35.8K followers, 53.2K engagements


"Great article on $NVO"  
[X Link](https://x.com/TacticzH/status/2018567602248003737)  2026-02-03T06:09Z 35.8K followers, 20.8K engagements


"10 High Quality Companies in a big drawdown $SE -69% $NKE - 65% $NVO -63% $UNH -54% $CSU -52% $ORCL -51% $NOW -49% $RACE - 47% $AXON -41% $HOOD - 41% And this is all happening while markets are touching ATHs"  
[X Link](https://x.com/TacticzH/status/2018694212514992415)  2026-02-03T14:33Z 35.8K followers, 22.6K engagements


"$NVO - WHOOOPS"  
[X Link](https://x.com/TacticzH/status/2018733853808927008)  2026-02-03T17:10Z 35.8K followers, 70K engagements


"$NVO's turnaround story was never about the first part of [----]. Don't get me wrong just like each and every one of you I'm not impressed by the [----] guidance. But $NVO simply does not have information on the long-term uptake of the Wegovy pill plus the long-term impact of the US price cuts. What they need: - Multiple quarters of data on Wegovy Pill sales - Multiple quarters of comparison Wegovy Pill vs Orforglipron - Multiple quarters on US sales + margins Right now it is simply to early for them to make a decent and educated call on this. The start looks promising but that's all for now."  
[X Link](https://x.com/TacticzH/status/2019041650173976972)  2026-02-04T13:33Z 35.8K followers, 13.2K engagements


"$NVO - I think this particular remark in the earnings calls tells a lot about how they came to their [----] guidance. I believe management is being very conservative with their guidance here. They simply lack enough data regarding Wegovy pill sales and the potential volume increase driven by lower prices in the US. It could significantly underperform but in my opinion it could also exceed expectations. Perhaps even more importantly I think they HAVE to be conservative because $LLY is looming with Orforglipron. That could disrupt expectations or offset strong H1-26 results.""  
[X Link](https://x.com/TacticzH/status/2019048114087178667)  2026-02-04T13:59Z 35.8K followers, 11.4K engagements


"🚨BREAKING - $NVO WILL SUE $HIMS"  
[X Link](https://x.com/TacticzH/status/2019439476507046210)  2026-02-05T15:54Z 35.8K followers, 43.4K engagements


"Here is why I believe: $PLTR is still not a buy $TSLA is still not a buy $HIMS is still not a buy $ASTS is still not a buy $ASML is still not a buy $BMNR is still not a buy $MSTR is still not a buy $SOFI is still not a buy Even though we've seen a big correction in certain parts of the market I think a lot of hyper-growth and narrative oriented companies are still rather expensive. To be fair some of the companies I named in my last post (3rd of Jan) have a better risk/reward now than back in January. But I think the risk/reward for most of these is still skewed to the downside. And very"  
[X Link](https://x.com/TacticzH/status/2019538334578541050)  2026-02-05T22:27Z 35.8K followers, 89.1K engagements


"Big win for $NVO and $LLY. Goodbye $HIMS"  
[X Link](https://x.com/TacticzH/status/2019904071402934289)  2026-02-06T22:40Z 35.8K followers, 54.9K engagements


"The Squeeze was there - $HIMS"  
[X Link](https://x.com/TacticzH/status/2020149242271006723)  2026-02-07T14:54Z 35.8K followers, 13.8K engagements


"The market is selling $CSU because of AI fears. I believe it's more of an opportunity than a threat. And they are positioning themselves just like that. Customers will not just give up on their mission-critical software for some unknown new-founded company vibe-coding just a slightly better of cheaper product. They are way more likely to stick to the company that has been with them for many many years and treated them well. The company they trust. And that company is $CSU. That company is heavily investing in AI as well. And they are in pole position to implement it across their huge spectrum"  
[X Link](https://x.com/TacticzH/status/2020406708145737778)  2026-02-08T07:57Z 35.8K followers, [----] engagements


"Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect show-case of how you can built a company around core values vision and a strong focus on execution. It was built by one of the most interesting CEO's of all-time: Mark Leonard. Just learning about how he built this compounding machine around his core values and beliefs is truly inspiring. Free to read so check it out Any like"  
[X Link](https://x.com/TacticzH/status/2020497557118431261)  2026-02-08T13:58Z 35.8K followers, 51.6K engagements


"🚨BREAKING: $NVO THEY ACTUALLY DID IT. Novo Nordisk is asking the court to permanently ban $HIMS from selling unapproved compounded drugs that infringe our patents and is seeking to recover damages"  
[X Link](https://x.com/TacticzH/status/2020838375843156301)  2026-02-09T12:33Z 35.8K followers, 21.8K engagements


"$ASML is not afraid of heights Continuing to buy back roughly 25M of shares every day. Currently at 1.5% of the total buyback program"  
[X Link](https://x.com/TacticzH/status/2020985311745257825)  2026-02-09T22:17Z 35.8K followers, 16.4K engagements


"@TheRayMyers I really like that EM basket here"  
[X Link](https://x.com/TacticzH/status/2021116174671454629)  2026-02-10T06:57Z 35.8K followers, [----] engagements


"There is no other company like $ASML. The engineering is just on another level. The mirrors inside an EUV machine are the flattest objects in the world and are measured in picometers (trillionths of a meter). I certainly never heard of that. If one of these mirrors were the size of the entire Netherlands or Germany the biggest "bump" or imperfection on the surface would be less than [--] millimeter high"  
[X Link](https://x.com/TacticzH/status/2021168759520510173)  2026-02-10T10:25Z 35.8K followers, [----] engagements


"$SPOT Crushed earnings - Up+15% in premarket. ✅Beat on MaU ✅Beat on Premium Subs ✅Beat on Gross margins ✅Beat on Operating income 🟠Revenue strong as well despite ARPU decline"  
[X Link](https://x.com/TacticzH/status/2021184758315692305)  2026-02-10T11:29Z 35.8K followers, [----] engagements


"@jkjn12345 I know Luckily ASML has quite a big ownership in Zeiss"  
[X Link](https://x.com/TacticzH/status/2021204732564603255)  2026-02-10T12:48Z 35.8K followers, [--] engagements


"$HOOD - Valuation matters"  
[X Link](https://x.com/TacticzH/status/2021331343473508672)  2026-02-10T21:12Z 35.8K followers, [----] engagements


"🚨BREAKING - $NVO - CAGRISEMA ACHIEVED 14.2% WEIGHT LOSS IN REIMAGINE [--] TRIAL. CagriSema achieved superior weight loss of up to 14.2% where up to 43% of the people achieved 15% weight loss and up to 24% achieved 20% weight loss. CagriSema achieved superior HbA1c reduction of up to 1.91%-points1 from a mean HbA1c baseline of 8.2%. Shares are up 2% on the news"  
[X Link](https://x.com/TacticzH/status/2018351169731493965)  2026-02-02T15:49Z 35.8K followers, 61.3K engagements


"$NVO - The Wegovy pill is the 2nd hit when you open browse for medications on the TrumpRX website. And if you are wondering about why Novo is facing pressure on sales just check out the list and original price"  
[X Link](https://x.com/TacticzH/status/2019724213402431495)  2026-02-06T10:45Z 35.8K followers, 29.2K engagements


"$NVO - Details on the share repurchase program. Novo wil repurchase up to 3.8B DKK (about 500M) shares in the period between the 4th of February and the 4th of March. This is part of the 15B DKK program (about 1% of total market cap and worth about 2B) that will be finalized next year on the 4th of February. Buybacks already began last week. They purchased between 200k and 280k shares per day"  
[X Link](https://x.com/TacticzH/status/2020837560830865589)  2026-02-09T12:29Z 35.8K followers, 17.3K engagements


"@Mindset4Money_X That's one hell of a chart. This is what growth looks like"  
[X Link](https://x.com/TacticzH/status/2021336185793282505)  2026-02-10T21:31Z 35.8K followers, [----] engagements


"These are the worst performing stocks in the S&P500 in [----]. Any good buys here"  
[X Link](https://x.com/TacticzH/status/2021338272962838779)  2026-02-10T21:39Z 35.8K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@TacticzH Avatar @TacticzH TacticzHazel

Novo Nordisk ($NVO) is grabbing attention with multiple discussions around its undervaluation, growth prospects, and strategic moves, including an extraordinary general meeting to elect new board members and a deal to acquire an antibody in development for rare blood and kidney disorders. Additionally, the company is facing challenges, such as a FDA inspection classification for its Indiana plant and a restructuring plan to cut [-----] roles. Its stock appears to be one of the favorites among investors, alongside ASML ($ASML) and Taiwan Semiconductor ($TSM).

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] +7.70%
  • [--] Month [---------] +17%
  • [--] Months [----------] +40%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] -27%
  • [--] Month [---] -5%
  • [--] Months [-----] -23%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.74%
  • [--] Month [------] +4.90%
  • [--] Months [------] +85%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 53.64% technology brands 21.85% finance 14.57% cryptocurrencies 7.28% countries 5.96% automotive brands 4.64% luxury brands 2.65% fashion brands 1.99% currencies 1.32% social networks 0.66%

Social topic influence $nvo #27, $hims #190, $asml #15, asml #29, $csu #16, $nbis #294, novo #1219, $tsm #189, $dlo #40, $se #47

Top accounts mentioned or mentioned by @meeijer @grok @preseidentmusk @pennystockabe @hatedmoats @investseekers @longinvest32 @thebrilliantbu1 @researchpulse1 @jcannush @theraymyers @sourjyac93 @invest091 @sojustfollowme @oksurf @jimmyinvest @sergeycyw @jkjn12345 @arturraposo1r @joinyellowbrick

Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Taiwan Semiconductor (TSM) DLocal Limited (DLO) Sea Limited (SE) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Eli Lilly and Company (LLY) Advanced Micro Devices (AMD) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Evotec SE (EVO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Robinhood Markets, Inc. (HOOD) Axon Enterprise, Inc. (AXON) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Micron Technology, Inc. (MU) Vistra, Corp. (VST) Ferrari N.V. (RACE) Fair Isaac, Corp. (FICO) Moody's Corporation (MCO) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Rocket Lab USA, Inc. Common Stock (RKLB) Spotify Technology (SPOT) Mastercard, Inc. (MA) S&P Global Inc (SPGI) Costco Hot Dog (COST) Metadium (META) Nu Holdings Ltd. (NU) NuCypher (NU) Alibaba Group (BABA) BITMINE IMMERSION TECH (BMNR) RAI Finance (SOFI) Oklo Inc. (OKLO) Vertiv Holdings Co (VRT) Ondas Holdings Inc. Common Stock (ONDS) CoreWeave, Inc (CRWV) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY) Coldstack (CLS) Costco Wholesale Corporation (COST) Waste Management, Inc. (WM) Huntington Ingalls Industries Inc (HII)

Top Social Posts

Top posts by engagements in the last [--] hours

"$CSU turned from one of the best compounders in the world to ''hated because of AI'' in only a matter of months. That's how quick sentiment changes. The business itself not so much. It's now trading at the lowest P/FCF in over a decade. Is the sell-off overdone or justified"
X Link 2026-01-08T21:13Z 35.8K followers, 11.4K engagements

"$NVO - Ready to rumble $HIMS"
X Link 2026-02-05T16:44Z 35.8K followers, [----] engagements

"$PGY Pagaya taking a real beating after earnings. What happened"
X Link 2026-02-09T13:23Z 35.8K followers, 13.9K engagements

"The Thematic Supercycle of 2026: AI / Compute / Semicon $ASML $SSNLF $NVDA $MU $AMD $TSM Nuclear & Power $CEG $VST $GEV $OKLO Data Centers & Power Infrastructure $NBIS $IREN $VRT $CRWV $CIFR Batteries & Storage $FLNC $EOSE $TE Defense & Aerospace $KRKNF $RHM $LMT $BA $LHX $RTX Drones & Autonomous Systems $AVAV $RCAT $ONDS Space $RKLB $ASTS $LUNR Copper $FCX $RIO $TECK $IE Rare Earths $MP $UUUU $CRML $TMC $IDR Quantum $QBTS $IONQ $RGTI Crypto $BTC $ETH Emerging markets $DLO $MELI $SE Healthcare $NVO $LLY What is your favorite theme for 2026"
X Link 2026-01-26T20:05Z 35.8K followers, 25.1K engagements

"Link to the $CSU deep dive: Free to read"
X Link 2026-02-08T14:00Z 35.8K followers, [----] engagements

"🚨BREAKING - $NVO. The FDA flags Novo Nordisk for misleading Wegovy ad The FDA says that the ad misbrands Wegovy Semaglutide tablets and violates the Federal Food Drug and Cosmetic Act The FDA is really busy 😄"
X Link 2026-02-09T16:02Z 35.8K followers, 27K engagements

"$NVO - UBT251 the Retrarutide killer @ResearchPulse1 found some key leaked data that might suggest UBT251 could be beating $LLY's Retatrutide on both weight loss and side effects. The data seems unconfirmed so we have to take this with a grain of salt. But to me it only means one thing: watch the upcoming UBT251 data/trial results like a hawk. The phase [--] data is expected soon. It could be big"
X Link 2026-02-10T11:07Z 35.8K followers, [----] engagements

"@alc2022 Even if free I'd rather step on a Lego twice. And then another time to really pain myself"
X Link 2026-02-10T19:20Z 35.8K followers, [----] engagements

"Get ready for 2026: [--] AI/Datacenter plays to watch $NBIS Nebius Group $IREN IREN Limited $CIFR Cipher Mining $VST Vistra Corp $WYFI WhiteFiber Inc $CRWV CoreWeave $GLXY Galaxy Digital $EQIX Equinix $VRT Vertiv Holdings $CLS Celestica What am I missing"
X Link 2025-12-25T14:29Z 35.8K followers, 43.2K engagements

"Get ready for 2026: [--] European companies to watch $ASML - ASML Holding $NBIS - Nebius $ADYEN - Adyen $ASMI - ASM International $WKL - Wolters Kluwer $NVO - Novo Nordisk $SAN - Sanofi $HO - Thales $AI - Air Liquide $SU - Schneider Electric $RMS - Hermes $SAP - SAP $SIE - Siemens AG $RHM - Rheinmetall AG $RACE - Ferrari $SPOT - Spotify $EVO - Evolution Gaming $III - 3i Group $PLUS.L - PLus500 ltd $WISE - Wise PLC Which one is your favorite and which one would you add"
X Link 2025-12-27T14:30Z 35.8K followers, 96.4K engagements

"$NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance and overall press release. Check it out. Link in bio and in the comments below"
X Link 2026-02-03T21:18Z 35.8K followers, 19.1K engagements

"Looking to diversify away from the US stock market This is the only watchlist you need: $SIE Siemens AG $TSM Taiwan Semiconductor $IREN Iren Ltd $PDD Pinduoduo $SPOT Spotify Technology S.A. $BN Brookfield Corporation $RHM Rheinmetall $KPG Kelly Partners Group $CSU Constellation Software $CDLR Cadeler A/S $VLK Van Lanschot Kempen N.V. $MELI MercadoLibre $XIAOMI Xiaomi Corporation $RMS Hermes International SCA $EVO Evolution AB $ADYEN Adyen $NVO Novo Nordisk $RYCEY Rolls Rocye $CPNG Coupang $LDO Leonadro SpA $SE Sea Ltd $TOI Topicus Inc. $BABA Alibaba $LVMH LVMH Mot Hennessy Louis Vuitton SE"
X Link 2025-08-19T07:49Z 35.8K followers, 53.1K engagements

"My top [--] of companies with the strongest MOATs [--]. $ASML - ASML [--]. $FICO - Fair Isaac Corp [--]. $SPGI - S&P Global [--]. $MCO - Moody's Corp [--]. $V / $MA - Visa and Mastercard [--]. $EVO- Evolution Ab [--]. $MSFT - Microsoft [--]. $TSM - Taiwan Semiconductor Manufacturing [--]. $HII - Huntington Ingalls [--]. $COST - Costco [--]. $WM - Waste Management [--]. $TSCO - Tractor Supply Company [--]. $EFX - Equifax [--]. $SAP - SAP [--]. $ICE - Intercontinental Exchange [--]. $GGG - Graco [--]. $INTU - Intuit [--]. $ORLY - O'Reilly Auto Parts [--]. $UNP - Union Pacific [--]. $KO - Coca Cola Do you agree with this list Which would you add"
X Link 2025-09-04T12:39Z 35.8K followers, 65.5K engagements

"Added to my $NVO and $EVO position today. Increased $NVO to 11% of the portfolio and $EVO is now my 3rd largest holding again at 8.3%. I think both provide excellent risk/rewards currently as I think there downside is limited. It's also a little bit of extra diversification from my mostly tech-oriented other holdings. Wanna stay on top of all my buys and sells and why I do them Subscribe to my SS as that's where I give regular portfolio updates and all my buys/sells. Going forward I will do less of these updates on X. 🔗Link in my bio"
X Link 2025-10-17T15:48Z 35.8K followers, 59.1K engagements

"If I had $1.000.000 to built a equally weighted portfolio with only large-MOAT companies it would look like this: - $ASML ASML - $TSM Taiwan Semiconductor - $GOOGL Alphabet - $V Visa - $MA Mastercard - $TMDX Transmedics - $META Meta Platforms - $AXON Axon Enterprise - $AMZN Amazon - $FFX Fairfax Financial - $SPGI S&P Global - $MCO Moody's Corp - $NVDA Nvidia - $MSFT Microsoft - $FICO Fair Isaac Corp Agree What would you change"
X Link 2025-12-05T15:37Z 35.8K followers, 92.4K engagements

"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to 11.3% after [--] weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to 15.3% at [--] weeks In comparison: Oral Wegovy showed 16.6% weight loss after [--] weeks and. Lilly's Orforglipron resulted in average weight loss of 12.4% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in 2026"
X Link 2025-12-08T14:01Z 35.8K followers, 10.7K engagements

"These are my top [--] International picks going into [----] $NVO Novo Nordisk $ASML ASML $TSM Taiwan Semiconductor Manufacturing $DLO Dlocal $CSU Constellation Software $MELI MercadoLibre $SE Sea Ltd $NBIS Nebius $TOI.V Topicus $KRKNF Kraken Robotics What are yours"
X Link 2025-12-15T14:30Z 35.8K followers, 60.2K engagements

"Get ready for 2026: [--] growth stocks to watch $IREN Iren $NBIS Nebius $GLXY Galaxy Digital Holdings $KRKNF Kraken Robotics $MELI MercadoLibre $SE Sea Limited $DLO dLocal $HROW Harrow $PME Pro Medicus $GRAB Grab Holdings $NU Nu Holdings $RKLB Rocket Lab $AXON Axon Enterprise $VST Vistra Corp $AMD Advanced Micro Devices Which ones am I missing"
X Link 2025-12-21T16:55Z 35.8K followers, 33.6K engagements

"Get ready for 2026: [--] large moat companies to watch $ASML ASML $TSM Taiwan Semiconductor $V Visa $MA Mastercard $AMZN Amazon $SPGI S&P Global $NVDA Nvidia $MSFT Microsoft $MCO Moody's Corp $FICO Fair Isaac Corp $HII Huntington Ingalls $WM Waste Management $COST Costco $CPRT Copart $GOOGL Alphabet Which one would you add"
X Link 2025-12-28T14:30Z 35.8K followers, 29.8K engagements

"These are my my top [--] picks for 2026: $NVO - Novo Nordisk $DLO - dLocal $NBIS - Nebius $KRKNF - Kraken Robotics $AMZN - Amazon $SE - Sea Ltd $MELI - MercadoLibre $MSFT - Microsoft $BABA - Alibaba $V - Visa So far it's at a 5.13% YTD. You can follow and track the portfolio for FREE via blossom via this link: Disclaimer: this is not my actual portfolio. I do own some of these companies but not all of them. I'll also make and track some sector or theme-specific portfolios for [----] as well. More on that later"
X Link 2026-01-10T13:27Z 35.8K followers, 30.7K engagements

"$NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we could value around $4B (which is conservative in my opinion Avride alone could be worth that). $25B - $4.2B - $4.8B - $4B =$12B (without cash deduction it would be $16.8B) If Nebius executes well and they have been doing just that so far they can easily do $4.5B in ARR by the end of [----] for their core business. Nebius is still cheap"
X Link 2026-01-16T18:00Z 35.8K followers, 38.8K engagements

"$AXON has delivered [--] consecutive quarters of over 28% growth. One of the most impressive growth stories in the market right now. When is the price right for this one"
X Link 2026-01-17T19:30Z 35.8K followers, 10.5K engagements

"$CSU is down about 50% from it's all-time high. This warrants a proper look into it's valuation. Is it actually cheap now or not Let's find out. So therefore I partnered with @HatedMoats to write a DCF analysis on Constellation Software. Completely free to read Go check it out and let me know what you think. Link below:"
X Link 2026-01-23T21:47Z 35.8K followers, 12K engagements

"🚨BREAKING: $NVO WEGOVY PILL STILL AT RECORD LEVELS. Symphony data show TRx are at [-----] for week [--]. Another big jump compared to the [-----] reported last Friday for week [--]. TRx stand for total prescriptions. This includes new and refills (but refills are not part of the equation for the Wegovy Pill ofcourse. Keep in mind this is still not the total number as telehealth sales and NovoCare are not included. IQVIA Data to be released at 12:00 CET today should confirm this strong trend"
X Link 2026-01-30T07:55Z 35.8K followers, 18.5K engagements

"My next deep dive will be on $CSU I'm currently very busy finalizing it I hope to release it within a week or so. The more I dive into Constellation Software the more I realize what a brilliant well-ran company this is. It perfectly fits with how I approach investing myself. It's non-hyped self-critical sometimes a tad boring focused on execution and always honest. This is not a company that is focused on short-term returns. They don't need hype. They execute. They generate cash. A lot of it. This is a company that has built its brand name over the span of several decades. Mark Leonard set"
X Link 2026-01-30T19:15Z 35.8K followers, 15.4K engagements

"My top [--] picks are beating the S&P500 with 5.3% to 1.6% YTD. Fortunately my ''real'' portfolio is doing even better with a solid 10% YTD return. Why the difference I did not include $ASML (my largest holding) in my top [--] list. Silly me. Here is how each of my picks have performed so far this year from best to worst performer: [--]. $KRKNF - Kraken Robotics = +21.2% [--]. $NVO - Novo Nordisk = +13.4% [--]. $BABA - Alibaba = +10% [--]. $MELI - MercadoLibre = +9.2% [--]. $AMZN - Amazon = +6% [--]. $DLO - dLocal = -3.7% [--]. $NBIS - Nebius = -4.81% [--]. $V - Visa - 6.35% [--]. $MSFT - Microsoft = -8.8% [--]. $SE - Sea"
X Link 2026-01-30T21:30Z 35.8K followers, [----] engagements

"Tell me you know nothing about $ASML without telling me. You do know $ASML has different EUV machines right Ever heard about Low-NA and high-NA"
X Link 2026-02-01T08:00Z 35.8K followers, 15K engagements

"$NVO - Novo Nordisk has submitted Wegovy pill for approval in Brasil. Brasil could be a key market for $NVO as obesity is rising quickly there. Overweight among Brazilians has jumped 20% in [--] years and over 60% of Brazilians are overweight Obesity doubled from [----] to [----] affecting 25.7% of the population. Novo recently invested over $1B to increase it's exposure in Brasil by expanding the Montes Carlos Facility. This in an effort to strengthen their position in Lat-AM"
X Link 2026-02-03T12:23Z 35.8K followers, 12.6K engagements

"Markets have been correcting for just under a week now and a lot of people on X and Reddit have started panicking already. Some are down 50% or more in a matter of weeks. With [--] consecutive months of green for the overall markets it seems like people have forgotten markets do move down as well. Some of these people are positioned very aggressively following hype chasing gains and acting on FOMO. Yes when you position like that you will see drawdowns of 50% or more. And you will see them often. This little bump is nothing yet. If you are worried now your portfolio is positioned way to"
X Link 2026-02-05T09:06Z 35.8K followers, 15.7K engagements

"$NVO $HIMS We all know how this ended last time. Is this even legal"
X Link 2026-02-05T13:58Z 35.8K followers, 39K engagements

"Desperate move by $HIMS. I just don't think it's even legal. There is no shortage And the medicals reasons loophole (tailoring to side effects bs) just won't cut it. $NVO should sue"
X Link 2026-02-05T14:11Z 35.8K followers, 24.7K engagements

"$HIMS is down 15% from the daily high. This is what you get when you literally scam your own patients. $NVO $LLY $HIMS"
X Link 2026-02-05T19:14Z 35.8K followers, 22K engagements

"@sourjyac93 Not holding $EVO anymore You"
X Link 2026-02-05T23:22Z 35.8K followers, [---] engagements

"@DD17_Capital Thanks for sharing my work Daniel Glad you thought it was worth sharing ;)"
X Link 2026-02-08T22:09Z 35.8K followers, [---] engagements

"🪐My current investable Universe 🪐 Any suggestions for stocks to add to this universe $AMZN ✅ $AMD 🟠 $ASML ✅ $ASTS $AXON ✅ $BABA ✅ $BLDR ✅ $CDLR $COST $CRM $CSU $EVO ✅ $FICO $GOOG ✅ $GRAB $HIMS 🟠 $HOOD $KKR $LLY $MC ✅ $MCO $META $MSFT ✅ $NBIS ✅ $NFLX $NKE $NU $NVDA ✅ $NVO ✅ $OSCR 🟠 $PEP $PLTR $PME $RACE 🟠 $SOFI $SPOT 🟠 $SPGI ✅ $TSLA $TSM ✅ $UBER $V ✅ $VST ✅ How many do you own ✅ = I own 🟠= High on watchlist but want better price"
X Link 2025-06-04T14:11Z 35.8K followers, 22.5K engagements

"Get ready for 2026: [--] Asian companies to watch: $BABA - Alibaba $TCEHY - Tencent $BIDU - Baidu $PDD - PinDuoDuo $JD - JDcom $GRAB - GRAB $XIAOMI - Xiaomi Corp $TSM -Taiwan Semiconductor Manufacturing $SE - Sea ltd $CPNG - Coupang $SAMSUNG - Samsung $SONY - Sony Group Corp $TM - Toyota Motor Corp $BHA - Bharat Electronics $TRENT - Trent LTD Which one is your favorite and which one would you add"
X Link 2025-12-27T21:10Z 35.8K followers, 79.3K engagements

"My Top [--] Stocks going into 2026: 🥇 $NVO 🥈 $DLO 🥉 $NBIS What is your top 3"
X Link 2025-12-30T20:30Z 35.8K followers, 48.5K engagements

"Companies with 25%+ ROIC trading below [--] times earnings: SK Hynix: ROIC: 27.6% P/E: [----] $MRK - Merck & CO ROIC: 26.6% P/E: [----] $NVO - Novo Nordisk ROIC: 26.6% P/E [----] $UBER - Uber Holdings ROIC: 27.2% PE: [--] $PDD - PinDuoDuo ROIC: 68.5% PE: [----] *Data from fiscal"
X Link 2026-01-10T21:22Z 35.8K followers, 35K engagements

"If you invested $10k in $CLS in Jan [----] you would now have $235k"
X Link 2026-01-25T20:30Z 35.8K followers, [----] engagements

"@DG_Invests $NVO. $DLO $NBIS $ASML. The others not so sure ;)"
X Link 2026-01-26T22:32Z 35.8K followers, [---] engagements

"@meeijer $CSU $NBIS and $DLO are looking especially good here"
X Link 2026-01-27T22:04Z 35.8K followers, [----] engagements

"$NVO - The best defense is a good offence. Novo Nordisk spent a whopping $500M on advertising in the US for Wegovy and Ozempic in the first nine months of [----]. That's more than double what Eli Lilly spend in the same period. Now with the roll-out of the Wegovy Pill I expect to seen even higher numbers. A lot of budget is apparently spent on the Super Bowl but also on other commercials and advertising. I like it enough with waiting and wishing. Get the name out there. Source: Reuters"
X Link 2026-01-28T13:40Z 35.8K followers, 19.4K engagements

"$PYPL - Paypal is nobody's pal right now"
X Link 2026-02-03T12:31Z 35.8K followers, [----] engagements

"$NVO $HIMS - I just posted my update on Novo's 30% fall this week. A proper look into their earnings and I also address the $HIMS drama. Check it out and let me know what you think. Link in bio and comment section. Free to read"
X Link 2026-02-05T20:30Z 35.8K followers, [----] engagements

"Also [--] $NVO products featured on the main page"
X Link 2026-02-06T10:48Z 35.8K followers, [----] engagements

"@meeijer Good post mate This could have been so good for both $HIMS and $NVO. If only they worked together"
X Link 2026-02-08T21:35Z 35.8K followers, [----] engagements

"$BLDR - TOP [--] performer in the S&P500 in the last [--] and [--] years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE 🧵 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"
X Link 2025-05-17T11:04Z 35.8K followers, 30.1K 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"
X Link 2025-06-01T15:42Z 35.8K followers, 39.1K engagements

"My current top [--] holdings: [--]. $ASML ASML [--]. $EVO $EVVTY Evolution AB [--]. $NBIS Nebius [--]. $MSFT Microsoft [--]. $GOOGL Alphabet Which are yours"
X Link 2025-06-10T14:51Z 35.8K followers, 27.1K engagements

"These are the current Fintwit Favorites. Which one has the most potential from this point - $NBIS Nebius - $OSCR Oscar Health - $DUOL Duolingo - $GRAB Grab - $IREN Iren ltd - $FOUR Shift4 Payments - $ROOT Root inc - $LMND Lemonade - $OPEN Opendoor - $BMNR Bitmine Immersion Technologies - $SOFI Sofi - $HOOD Robinhood - $OKLO Oklo - $IONQ IONQ"
X Link 2025-09-21T19:39Z 35.8K followers, 75.9K engagements

"These are the Top [--] WORST performing companies of the S&P500 in [----] - 67% - Fiserv - $FISV - 67% - The Trade Desk- $TDD -49% - Deckers Outdoor- $DECK -48% - Gartner- $IT -44% - Lululemon- $LULU -40% - Molina Healthcare- $MOH -40% - Charter Communications- $CHTR - 39% - Alexandria Real Estate Eq- $ARE - 39% - Factset Research Systems- $FDS - 38% - Chipotle Mexican Grill - $CMG Which one has the most potential to do well in [----] you think"
X Link 2026-01-07T12:31Z 35.8K followers, 15.8K engagements

"Which company do you think is the best buy right now - $NVO at $5964 - $DLO at $1435 - $NBIS at $105 - $PLTR at $179 - $HIMS at [--] - $DUOL at $166 - $ZETA at $2351 - $IREN at $53 - $HOOD at $120 - $KRKNF at $8.70 CAD - $CSU at [----] CAD - $GRAB at [---] - $SE at $130 - $CRM at $240"
X Link 2026-01-13T21:52Z 35.8K followers, 83.9K engagements

"$DLO - dLocal partners with HONOR to launch localized payments in Peru's. The partnership supports HONOR's expansion in Peru by introducing local payment methods such as cards bank transfers eWallets and cash aligning with how Peruvians pay online. "HONOR's products set a high bar for innovation and their payment experience should reflect the same standard" said Justin Goh Head of China at dLocal. "By processing transactions through domestic rails and supporting key local methods like Yape and Pago Efectivo we're helping them connect directly with consumers and build a strong foundation for"
X Link 2026-01-20T10:25Z 35.8K followers, [----] engagements

"HBM Supply Chain Overview $MU - Micron $HXSCL - SK Hynix $SSNLF - Samsung $TSM - TSMC $NVDA - Nvidia $AMD - Advanced Micro Devices $SNPS - Synopsys $BESI - BE Semiconductor Industries $AMAT - Applied Materials $AVGO - Broadcom $MRVL - Marvell $DD - DuPont $MSFT - Microsoft $GOOGL - Alphabet $META - META $LCRX - Lam Research"
X Link 2026-01-25T22:12Z 35.8K followers, 29.3K engagements

"THE HBM sector could grow from $4B in [----] to $130B by [----] according to Bloomberg. These companies are set to benefit: The Big 3: $MU Micron $SSNLF Samsung $HXSCL SK Hynix Ecosystem: $ASML ASML $TSM TSMC $INTC Intel $AMD Advanced Micro Devices $NVDA Nvidia Advanced Equipment Suppliers $BESI BE Semiconductor Hanmi Semiconductor Disco Corp Packaging: $AMKR Amkor ASE Technology Holding JCET Group Design and IP $RMBS Rambus $CDNS Cadence Design Systems $SNPS Synopsys Others: $MRVL Marvell Fujitsu Powertech Technology $AMAT Applied Materials $KLIC Kulicke and Soffa"
X Link 2026-01-30T14:30Z 35.8K followers, [----] engagements

"@invest091 Thanks Michael Looking back I maybe should've spend a bit more time on competitors. But it was so long already haha"
X Link 2026-02-08T21:34Z 35.8K followers, [---] engagements

"Top European Quality Companies 💎 [--]. $ASML ASML [--]. $RMS Hermes [--]. $ADYEN Adyen [--]. $NVO Novo Nordisk [--]. $SIE Siemens AG [--]. $SE Schneider Electric [--]. $EVO Evolution AB [--]. $RACE Ferrari [--]. $INVE-B Investor AB [--]. $WKL Wolters Kluwer [--]. $MC / $LVMH Louis Vuittion Mot etc. [--]. $OR L'oreal SA [--]. $CHEMM ChemoMetec Agree Which would you add"
X Link 2025-05-21T07:39Z 35.8K followers, 48.1K engagements

"Here are my [--] favorite NON-US companies You should be watching these 🧵 1/ $NBIS Nebius is highly specialized in AI-centric cloud infrastructure and services. When you buy Nebius you buy a stake in: ✅Nebius core: AI-centered cloud platform + data centers ✅Avride: Autonomous driving and delivery robots ✅Clickhouse: open-sourced column-oriented SQL database management system ✅TripleTen: Online education platform that provides coding bootcamps ✅Toloka: Crowdsourcing platform that provides human-annotated data for training and evaluating AI models All of these together make them a very strong AI"
X Link 2025-07-11T20:37Z 35.8K followers, 56.3K engagements

"Which company do you think is the best buy right now - $UNH at $281 - $ASML at [---] - $OSCR at $14.45 - $DLO at $10.83 - $GRAB at $5.35 - $MELI $2362 - $AMD at $166 - $HIMS at [-----] - $ASTS at $53.45 - $HOOD at $104.85"
X Link 2025-07-27T20:09Z 35.8K followers, 235.7K engagements

"10 Quality companies trading at their lowest valuations ever. [--]. $CSU - Constellation Software P/FCF 19.84"
X Link 2026-01-11T13:54Z 35.8K followers, 185.8K engagements

"$MSFT Microsoft now trades at 24.5x FWD earnings. Looking back these have been great buying opportunities. Is this a quality company on sale or is there more to it"
X Link 2026-02-02T14:21Z 35.8K followers, 19.8K engagements

"🚨Just in: $WBD Warner Bros' shareholders likely to hold vote on Netflix $NFLX deal in March. Reuters: If shareholders were to reject the Netflix deal Paramount is expected to continue escalating pressure and attempt to replace Warner Bros board members with directors more open to reviewing or approving its hostile $108.4 billion offer. Warner Bros' board unanimously rejected Paramount's bid labeling it "inadequate" and "not in the best interests" of shareholders"
X Link 2026-02-02T15:02Z 35.8K followers, 12.7K engagements

"$ASML is not wasting any time with buybacks. Purchasing about 25M per day since they announced the 12B program last week"
X Link 2026-02-02T20:06Z 35.8K followers, 40.3K engagements

"@SergeyCYW I like $SE and $CSU here as well"
X Link 2026-02-03T15:49Z 35.8K followers, [---] engagements

"Value investing is officially dead. Quality companies like $CSU $NVO $MSFT $FICO $ADP and $SE are getting flushed. Meanwhile this thing is breaking the sound barrier. $ASTS"
X Link 2026-02-03T15:59Z 35.8K followers, [----] engagements

"$NVO - The good news is we don't have to worry about bad guidance anymore. The bad news they gave it today"
X Link 2026-02-03T18:26Z 35.8K followers, 20.2K engagements

"$NVO - It was all in the cards"
X Link 2026-02-03T18:33Z 35.8K followers, 26.4K engagements

"$NVO - Hidden in all the negativity. Mike Doustdar just said on Bloomberg TV that there are already [------] patients on the Wegovy pill. Also hidden in the news they announced a new buyback program of about 15B DKK roughly 1% of the current market cap. Still this repricing is warranted on this horrible guidance cut"
X Link 2026-02-03T21:25Z 35.8K followers, 24.9K engagements

"My portfolio is down 4.5% today. One of the biggest drawdowns I have experienced since I started investing. But I noticed I am not concerned at all. I am happy with my portfolio. I am happy with my holdings. If anything I want more shares of the companies I hold. Stocks go up and down. That's part of investing. Sometimes for good reason (like today with $NVO). And sometimes it makes no sense at all ( I see you $CSU $TOI.V). But in the end we just have to sit through it It's part of the game"
X Link 2026-02-03T21:38Z 35.8K followers, 12.6K engagements

"$NVO $HIMS. Great take by Adam"
X Link 2026-02-05T19:05Z 35.8K followers, 15.7K engagements

"Explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts"
X Link 2026-02-05T21:28Z 35.8K followers, 11.2K engagements

"My explanation of the $HIMS and $NVO feud today. Would love to hear your thoughts"
X Link 2026-02-05T22:31Z 35.8K followers, 20.2K engagements

"$IREN is actually in the green now after dropping almost 20% after hours. Hated to loved in the span of a couple of hours. Gotta love the stock market. Congrats to all the dip buyers"
X Link 2026-02-06T12:09Z 35.8K followers, 21.3K engagements

"$NVO - TRx numbers for the Wegovy pill look insane"
X Link 2026-02-05T07:04Z 35.8K followers, 15.1K engagements

"What do you buy now to get the best GLP-1 exposure $NVO $LLY $VKTX"
X Link 2026-02-05T07:54Z 35.8K followers, [----] engagements

"This will not end well for $HIMS. FDA with a very quick statement. $NVO $LLY"
X Link 2026-02-06T05:35Z 35.8K followers, 18.5K engagements

"Quiet day in the market so you have time to do some research Check out this great deep dive on a company most people don't know Texas Pacific Land $TPL Daniel is a great writer and he does some excellent research. Definitely worth a read and be sure to check out his other deep dives as well. He surely deserves more followers here on X and on SS"
X Link 2025-11-27T15:00Z 35.8K followers, 40.7K engagements

"Get ready for 2026: [--] high-growth stocks to watch $NBIS -Nebius $IREN -IREN $DLO -dLocal $SE -Sea ltd $PME - Pro Medicus $NU -Nu Holdings $GRAB- Grab Holdings $AXON- Axon $ASTS -AST SpaceMobile Inc. $RKLB- Rocket Lab $RDDT -Reddit $NOW- ServiceNow $AMD -Advanced Micro Devices $VST- Vistra Corp $LLY- Eli Lilly $ZETA- Zeta Global $TE - T1 Energy $CIFR - Cipher Mining $PGY - Pagaya $HROW - Harrow Which one is your favorite and which one am I missing"
X Link 2025-12-29T14:44Z 35.8K followers, 34.2K engagements

"The Top [--] performing companies of the S&P500 in [----] 559% - Sandisk - $SNDK 282% - Western Digital - $WDC 239% -Micron - $MU 219% - Seagate technology - $STX 203% - Robinhood - $HOOD 172% - Warner Bros Discovery - $WBD 168% - Newmont Corp - $MEN 137% - Lam Research - $LRCX 135% - Palantir - $PLTR 120% - Comfort systems - $FIX Data storage and memory solutions heavily represented here. Are these still buy-worthy or has this ship sailed"
X Link 2026-01-06T13:37Z 35.8K followers, 138.7K engagements

"Why I believe $PLTR is NOT a buy right now $TSLA is NOT a buy right now $HIMS is NOT a buy right now $ASTS is NOT a buy right now $ASML is NOT a buy right now $MSTR is NOT a buy right now $BMNR is NOT a buy right now $SOFI is NOT a buy right now Valuation matters. Valuation matters a lot. Valuations on a lot of companies in the market are reaching or at levels that scream expensive to me. The potential of companies like $TSLA and $ASTS is unmatched but valuation is not attractive right now. A lot of the current valuation is based on future promises and beliefs and that simply does not cut it"
X Link 2026-01-07T14:45Z 35.8K followers, 353K engagements

"🚨 BREAKING: $NVO'S WEGOVY PILL SALES HIT A RECORD [-----] IN WEEK [--] Compare this to last week's [----] number (which was already very good) and you can see how big this is. For comparison: Zepbound did 10k in week [--] and the injectable Wegovy did just over 1k in it's second week upon launch So these numbers are very very promising and show how much interest there is in oral pills for weight-loss. And keep in mind this is excluding telehealth and Novocare numbers. Even though sentiment is already changing it seems to me the market is still heavily underestimating the impact the new oral GLP-1 era"
X Link 2026-01-23T07:55Z 35.8K followers, 53.2K engagements

"Great article on $NVO"
X Link 2026-02-03T06:09Z 35.8K followers, 20.8K engagements

"10 High Quality Companies in a big drawdown $SE -69% $NKE - 65% $NVO -63% $UNH -54% $CSU -52% $ORCL -51% $NOW -49% $RACE - 47% $AXON -41% $HOOD - 41% And this is all happening while markets are touching ATHs"
X Link 2026-02-03T14:33Z 35.8K followers, 22.6K engagements

"$NVO - WHOOOPS"
X Link 2026-02-03T17:10Z 35.8K followers, 70K engagements

"$NVO's turnaround story was never about the first part of [----]. Don't get me wrong just like each and every one of you I'm not impressed by the [----] guidance. But $NVO simply does not have information on the long-term uptake of the Wegovy pill plus the long-term impact of the US price cuts. What they need: - Multiple quarters of data on Wegovy Pill sales - Multiple quarters of comparison Wegovy Pill vs Orforglipron - Multiple quarters on US sales + margins Right now it is simply to early for them to make a decent and educated call on this. The start looks promising but that's all for now."
X Link 2026-02-04T13:33Z 35.8K followers, 13.2K engagements

"$NVO - I think this particular remark in the earnings calls tells a lot about how they came to their [----] guidance. I believe management is being very conservative with their guidance here. They simply lack enough data regarding Wegovy pill sales and the potential volume increase driven by lower prices in the US. It could significantly underperform but in my opinion it could also exceed expectations. Perhaps even more importantly I think they HAVE to be conservative because $LLY is looming with Orforglipron. That could disrupt expectations or offset strong H1-26 results.""
X Link 2026-02-04T13:59Z 35.8K followers, 11.4K engagements

"🚨BREAKING - $NVO WILL SUE $HIMS"
X Link 2026-02-05T15:54Z 35.8K followers, 43.4K engagements

"Here is why I believe: $PLTR is still not a buy $TSLA is still not a buy $HIMS is still not a buy $ASTS is still not a buy $ASML is still not a buy $BMNR is still not a buy $MSTR is still not a buy $SOFI is still not a buy Even though we've seen a big correction in certain parts of the market I think a lot of hyper-growth and narrative oriented companies are still rather expensive. To be fair some of the companies I named in my last post (3rd of Jan) have a better risk/reward now than back in January. But I think the risk/reward for most of these is still skewed to the downside. And very"
X Link 2026-02-05T22:27Z 35.8K followers, 89.1K engagements

"Big win for $NVO and $LLY. Goodbye $HIMS"
X Link 2026-02-06T22:40Z 35.8K followers, 54.9K engagements

"The Squeeze was there - $HIMS"
X Link 2026-02-07T14:54Z 35.8K followers, 13.8K engagements

"The market is selling $CSU because of AI fears. I believe it's more of an opportunity than a threat. And they are positioning themselves just like that. Customers will not just give up on their mission-critical software for some unknown new-founded company vibe-coding just a slightly better of cheaper product. They are way more likely to stick to the company that has been with them for many many years and treated them well. The company they trust. And that company is $CSU. That company is heavily investing in AI as well. And they are in pole position to implement it across their huge spectrum"
X Link 2026-02-08T07:57Z 35.8K followers, [----] engagements

"Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect show-case of how you can built a company around core values vision and a strong focus on execution. It was built by one of the most interesting CEO's of all-time: Mark Leonard. Just learning about how he built this compounding machine around his core values and beliefs is truly inspiring. Free to read so check it out Any like"
X Link 2026-02-08T13:58Z 35.8K followers, 51.6K engagements

"🚨BREAKING: $NVO THEY ACTUALLY DID IT. Novo Nordisk is asking the court to permanently ban $HIMS from selling unapproved compounded drugs that infringe our patents and is seeking to recover damages"
X Link 2026-02-09T12:33Z 35.8K followers, 21.8K engagements

"$ASML is not afraid of heights Continuing to buy back roughly 25M of shares every day. Currently at 1.5% of the total buyback program"
X Link 2026-02-09T22:17Z 35.8K followers, 16.4K engagements

"@TheRayMyers I really like that EM basket here"
X Link 2026-02-10T06:57Z 35.8K followers, [----] engagements

"There is no other company like $ASML. The engineering is just on another level. The mirrors inside an EUV machine are the flattest objects in the world and are measured in picometers (trillionths of a meter). I certainly never heard of that. If one of these mirrors were the size of the entire Netherlands or Germany the biggest "bump" or imperfection on the surface would be less than [--] millimeter high"
X Link 2026-02-10T10:25Z 35.8K followers, [----] engagements

"$SPOT Crushed earnings - Up+15% in premarket. ✅Beat on MaU ✅Beat on Premium Subs ✅Beat on Gross margins ✅Beat on Operating income 🟠Revenue strong as well despite ARPU decline"
X Link 2026-02-10T11:29Z 35.8K followers, [----] engagements

"@jkjn12345 I know Luckily ASML has quite a big ownership in Zeiss"
X Link 2026-02-10T12:48Z 35.8K followers, [--] engagements

"$HOOD - Valuation matters"
X Link 2026-02-10T21:12Z 35.8K followers, [----] engagements

"🚨BREAKING - $NVO - CAGRISEMA ACHIEVED 14.2% WEIGHT LOSS IN REIMAGINE [--] TRIAL. CagriSema achieved superior weight loss of up to 14.2% where up to 43% of the people achieved 15% weight loss and up to 24% achieved 20% weight loss. CagriSema achieved superior HbA1c reduction of up to 1.91%-points1 from a mean HbA1c baseline of 8.2%. Shares are up 2% on the news"
X Link 2026-02-02T15:49Z 35.8K followers, 61.3K engagements

"$NVO - The Wegovy pill is the 2nd hit when you open browse for medications on the TrumpRX website. And if you are wondering about why Novo is facing pressure on sales just check out the list and original price"
X Link 2026-02-06T10:45Z 35.8K followers, 29.2K engagements

"$NVO - Details on the share repurchase program. Novo wil repurchase up to 3.8B DKK (about 500M) shares in the period between the 4th of February and the 4th of March. This is part of the 15B DKK program (about 1% of total market cap and worth about 2B) that will be finalized next year on the 4th of February. Buybacks already began last week. They purchased between 200k and 280k shares per day"
X Link 2026-02-09T12:29Z 35.8K followers, 17.3K engagements

"@Mindset4Money_X That's one hell of a chart. This is what growth looks like"
X Link 2026-02-10T21:31Z 35.8K followers, [----] engagements

"These are the worst performing stocks in the S&P500 in [----]. Any good buys here"
X Link 2026-02-10T21:39Z 35.8K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::TacticzH
/creator/x::TacticzH