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# ![@TacticzH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1488239011378388997.png) @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: XXXXXX [#](/creator/twitter::1488239011378388997/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488239011378388997/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +4,342%

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

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +281%

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

- X Week XXXXXX +3.90%
- X Month XXXXXX +21%
- X Months XXXXXX +2,956%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1488239011378388997/influence)
---

**Social category influence**
[finance](/list/finance)  #6426 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #7039 [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$nvo](/topic/$nvo) #5, [asml](/topic/asml) #17, [$asml](/topic/$asml) #8, [$dlo](/topic/$dlo) #8, [$tsm](/topic/$tsm) #24, [novo](/topic/novo) #458, [$meli](/topic/$meli) #26, [$nbis](/topic/$nbis) #33, [$csu](/topic/$csu) #4, [$evo](/topic/$evo) #1

**Top accounts mentioned or mentioned by**
[@meeijer](/creator/undefined) [@mmoney642](/creator/undefined) [@gainifyio](/creator/undefined) [@longoption](/creator/undefined) [@simeonresearch](/creator/undefined) [@sojustfollowme](/creator/undefined) [@bourboncap](/creator/undefined) [@wealthmatica](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dividendg_web3](/creator/undefined) [@investingvisual](/creator/undefined) [@yodastockinvest](/creator/undefined) [@richardwedekin1](/creator/undefined) [@finfluentialx](/creator/undefined) [@qualitystocksa](/creator/undefined) [@deepicevalue](/creator/undefined) [@thexcapitalist](/creator/undefined) [@heyflorent](/creator/undefined) [@realroseceline](/creator/undefined) [@hypertechinvest](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [MercadoLibre Inc (MELI)](/topic/$meli) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [IREN Limited (IREN)](/topic/$iren) [Eli Lilly and Company (LLY)](/topic/$lly) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ferrari N.V. (RACE)](/topic/$race) [Tesla, Inc. (TSLA)](/topic/$tsla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Spotify Technology (SPOT)](/topic/$spot) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [S&P Global Inc (SPGI)](/topic/$spgi) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coupang, Inc. (CPNG)](/topic/$cpng) [Cream (CRM)](/topic/$crm) [Palantir (PLTR)](/topic/$pltr) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [NuCypher (NU)](/topic/$nu) [Brookfield Corporation (BN)](/topic/$bn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Vistra, Corp. (VST)](/topic/vistra-corp) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [Costco Hot Dog (COST)](/topic/$cost) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Adobe, Inc. (ADBE)](/topic/$adbe) [Merit Circle (MC)](/topic/$mc) [RAI Finance (SOFI)](/topic/$sofi) [Akropolis (AKRO)](/topic/$akro) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Oklo Inc. (OKLO)](/topic/$oklo) [Constellation Energy Corp (CEG)](/topic/$ceg) [Costco Wholesale Corporation (COST)](/topic/costco) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Nike Inc (NKE)](/topic/$nke) [PepsiCo, Inc. (PEP)](/topic/$pep) [Enphase Energy Inc (ENPH)](/topic/$enph) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [ZetaChain (ZETA)](/topic/$zeta)
### Top Social Posts [#](/creator/twitter::1488239011378388997/posts)
---
Top posts by engagements in the last XX hours

"My XX favorite non-US companies Ranked on buy-worthiness right now: - $NVO Novo Nordisk - $ASML ASML - $EVO Evolution AB - $BABA Alibaba - $DLO Dlocal - $CSU Constellation Software - $MELI MercadoLibre - $TSM Taiwan Semiconductor - $SE Sea Ltd - $NBIS Nebius Do you agree and which companies would you add Sidenote: I think they are all quite reasonably valued right now"  
[X Link](https://x.com/TacticzH/status/1957399537225511207) [@TacticzH](/creator/x/TacticzH) 2025-08-18T11:09Z 28.7K followers, 85.8K 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) [@TacticzH](/creator/x/TacticzH) 2025-08-19T07:49Z 28.7K followers, 52.7K engagements


"The Ultimate $1.000.000 AI Data-center Portfolio $XXXXXXX $ASML ASML $XXXXXXX $TSM Taiwan Semi $XXXXXXX $NVDA Nvidia $XXXXXX $AMD Advanced Micro Devices $XXXXXX $NBIS Nebius $XXXXXX $IREN Iren $XXXXXX $CRWV Coreweave $XXXXXX $CIFR Cipher Mining $XXXXXX $WYFI Whitefiber $XXXXXX $GLXY Galaxy Digital $XXXXXX $VST Vistra Corp $XXXXXX $EOSE Eos Energy $XXXXXX $CLS Celestica $XXXXXX $EQIX Equinix $XXXXXX $MU Micron $XXXXXX $VRT Vertiv What would you change or add"  
[X Link](https://x.com/TacticzH/status/1975641819431018597) [@TacticzH](/creator/x/TacticzH) 2025-10-07T19:18Z 28.7K followers, 217K engagements


"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"  
[X Link](https://x.com/TacticzH/status/1931811218219835672) [@TacticzH](/creator/x/TacticzH) 2025-06-08T20:31Z 28.7K followers, 73.1K 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"  
[X Link](https://x.com/TacticzH/status/1936133345110266115) [@TacticzH](/creator/x/TacticzH) 2025-06-20T18:45Z 28.7K followers, 19.5K engagements


"$NVO - ''A BET ON THE FAT'' - Full thesis 🧵 Novo Nordisk is still unloved and unwanted. That's exactly when we should dive deeper. Find below my full deep dive on this (in my opinion) fantastic asymmetric opportunity. A big thread 👇"  
[X Link](https://x.com/TacticzH/status/1974123940210524455) [@TacticzH](/creator/x/TacticzH) 2025-10-03T14:46Z 28.7K followers, 48.7K engagements


"@HatedMoats What company will you be covering next Mate And thanks for sharing my deep dive"  
[X Link](https://x.com/TacticzH/status/1977826680288030858) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:00Z 28.7K followers, XXX engagements


"7/ $VST Vistra Corp Vistra is a leading integrated power producer and retailer with a diverse portfolio of natural gas nuclear and renewable plants. It generates electricity for wholesale markets and retail customers providing reliable and affordable energy. The AI data center boom is driving huge power demand creating a structural tailwind for Vistra. Its reliable baseload generation makes it a top partner for long-term power deals with tech giants. By co-locating data centers near its plants Vistra cuts transmission costs and locks in recurring revenue fueling strong earnings growth in the"  
[X Link](https://x.com/TacticzH/status/1965467057627017444) [@TacticzH](/creator/x/TacticzH) 2025-09-09T17:27Z 28.7K followers, 7545 engagements


"''Always one tweet away from a bad day'' Today is just another reminder that as long as the Orange man is running the world you can't take anything for granted. This is also why it's smart to take some profits on the way up and why you should be very careful when taking leverage. This -XXX% little mini-dip is nothing in the grand scheme of things. I know that. But when China and the US start going head-to-head again things might get a lot more ugly really fast. I'm sitting on XX% cash right now after I sold my $OSCR position this week. I'm gonna keep an eye out for some good opportunities in"  
[X Link](https://x.com/TacticzH/status/1976750564215050408) [@TacticzH](/creator/x/TacticzH) 2025-10-10T20:43Z 28.7K followers, 12.3K engagements


"$DLO is probably one of the best buys in the market right now. One of my main reasons for investing in $DLO is Pedro Arnt (CEO). The more you listen to him the more you understand how lucky you are to be able to invest alongside him. The experience he has from his work at $MELI gives him the perfect set of skills experience and mindset to built DLocal into something special. I've come across a great interview with him on Spotify. Here are my favorite quotes out of this interview which in my opinion clearly highlight his vision and expertise. First quote: ''I think it captures this notion that"  
[X Link](https://x.com/TacticzH/status/1978158869160370649) [@TacticzH](/creator/x/TacticzH) 2025-10-14T18:00Z 28.7K followers, 21.7K engagements


"$ASML Price targets raised at UBS and Oddo Oddo BHF: 1020 to 1050 UBS: XXX to 1000 Oddo BHF anticipates a strong Q4 projecting around XXX billion in revenue and a XX% gross margin supported by robust EUV machine sales though with a smaller contribution from China in 2026. UBS also sees steady 2026 growth fueled by AI advances raising its EPS estimates. Based on the full-year forecasts they expect minor changes to the consensus on 2025 EBIT but likely upward revisions of around X% for 2026 EPS"  
[X Link](https://x.com/TacticzH/status/1978765168608764109) [@TacticzH](/creator/x/TacticzH) 2025-10-16T10:09Z 28.7K followers, 7920 engagements


"My top XX of companies with the strongest MOATs X. $ASML - ASML X. $FICO - Fair Isaac Corp X. $SPGI - S&P Global X. $MCO - Moody's Corp X. $V / $MA - Visa and Mastercard X. $EVO- Evolution Ab X. $MSFT - Microsoft X. $TSM - Taiwan Semiconductor Manufacturing X. $HII - Huntington Ingalls XX. $COST - Costco XX. $WM - Waste Management XX. $TSCO - Tractor Supply Company XX. $EFX - Equifax XX. $SAP - SAP XX. $ICE - Intercontinental Exchange XX. $GGG - Graco XX. $INTU - Intuit XX. $ORLY - O'Reilly Auto Parts XX. $UNP - Union Pacific XX. $KO - Coca Cola Do you agree with this list Which would you add"  
[X Link](https://x.com/TacticzH/status/1963582674809098571) [@TacticzH](/creator/x/TacticzH) 2025-09-04T12:39Z 28.7K followers, 64.9K engagements


"Which pair do you think will perform the best over a X year period X. $ASML/ $TSM X. $NBIS/ $IREN X. $NVDA / $AMD 4/ $SE / $MELI 5/ $NVO / $LLY 6/ $OSCR / $UNH 7/ $DLO / $ADYEN 8/ $BABA / $PDD X. $SPGI/ $MCO XX. $V/ $MA"  
[X Link](https://x.com/TacticzH/status/1968735669678690745) [@TacticzH](/creator/x/TacticzH) 2025-09-18T17:55Z 28.7K followers, 76.1K engagements


"Sentiment list for my Portfolio + Watchlist Undervalued - $DLO - $NVO - $DAVE Attractively valued - $ASML (close to fairly valued) - $OSCR - $GOOGL - $CRM 🎯 - $ADBE 🎯 - $CSU 🎯 - $DUOL 🎯 - $LLY 🎯 Fairly valued - $EVO - $BABA - $AMZN - $NBIS - $SPGI - $TSM - $V - $NVDA - $SE 🎯 - $AMD 🎯 - $MELI 🎯 - $META 🎯 - $CPNG 🎯 Richly valued - $RACE 🎯 - $MSFT - $SPOT 🎯 - $COST 🎯 Do you agree 🎯 = on my watchlist"  
[X Link](https://x.com/TacticzH/status/1969484206183997700) [@TacticzH](/creator/x/TacticzH) 2025-09-20T19:30Z 28.7K followers, 80.3K engagements


"$NVO $LLY India is a key market for Eli Lilly Eli Lilly will invest more than $1B in India in the coming years to boost manufacturing and supply through local drugmakers India is projected to have the world's second largest obesity population in 2050. Still a long way out but significant nonetheless"  
[X Link](https://x.com/TacticzH/status/1975138120040354186) [@TacticzH](/creator/x/TacticzH) 2025-10-06T09:56Z 28.7K followers, 10.3K engagements


"$NVO - One of the largest EPS/Price disconnects I have ever seen"  
[X Link](https://x.com/TacticzH/status/1976669339320303783) [@TacticzH](/creator/x/TacticzH) 2025-10-10T15:21Z 28.7K followers, 178.9K engagements


"You have to stay humble while investing. There is always something else to learn"  
[X Link](https://x.com/TacticzH/status/1977280571018551531) [@TacticzH](/creator/x/TacticzH) 2025-10-12T07:49Z 28.7K followers, 199.1K engagements


"After the great support I received on my $NVO Deep Dive I'm now working on a big $ASML Deep Dive. I hope to finish it within the next week ASML reports earnings this Wednesday so I will include this earnings report in my analysis and also run the (new) numbers in my valuation model. Are you interested Be sure to subscribe to my SS as that will be where I will post it (and a lot of other things too). 📎Link in my bio and in the comment section below"  
[X Link](https://x.com/TacticzH/status/1977656464551313480) [@TacticzH](/creator/x/TacticzH) 2025-10-13T08:43Z 28.7K followers, 41.3K engagements


"🚨 $NVO - Bad News for Novo Nordisk 🚨 Novo's Indiana plant which they recently acquired was hit with FDA's most serious inspection classification portending possible delays for Novo and partners. The FDA has tagged the former Catalent facility with an official action indicated (OAI) label which is the most severe of the three inspection classifications issued by the agency. There are issues regarding quality control and hygiene Similar issues and warnings were already handed out during the summer and have apparently not yet been resolved. Companies like $REGN and $SRRK are also impacted as"  
[X Link](https://x.com/TacticzH/status/1978012045657145593) [@TacticzH](/creator/x/TacticzH) 2025-10-14T08:16Z 28.7K followers, 49.1K engagements


"Is $AMZN the clearest buy in the market today"  
[X Link](https://x.com/TacticzH/status/1978103778910798032) [@TacticzH](/creator/x/TacticzH) 2025-10-14T14:21Z 28.7K followers, 105.3K engagements


"$ASML's CEO Christophe Fouquet: ''I think we have seen a flow of positive news in the last few months that have helped to reduce come uncertainties that we discussed last quarter: He states the main reasons for the increased positivity: X. Strong new to commitment AI -- more investment into Advanced Logic and DRAM X. AI will benefit a larger part of their customer base X. Strong progress in Litho intensity especially EUV"  
[X Link](https://x.com/TacticzH/status/1978376786430845424) [@TacticzH](/creator/x/TacticzH) 2025-10-15T08:25Z 28.7K followers, 18.4K engagements


"Link the the earnings review:"  
[X Link](https://x.com/TacticzH/status/1978520973335826941) [@TacticzH](/creator/x/TacticzH) 2025-10-15T17:58Z 28.7K followers, 2132 engagements


"🚨 $TSM Q3 Earnings are out 🚨 Another blowout quarter with XXXX% revenue growth YoY and diluted EPS up XX% YoY - Revenue $32.27B (Cons. $31.61B) 🟢 - Earnings per share: $XXXX (Cons. $2.63) 🟢 Q4 outlook raised: - Revenue: $32.2B$33.4B (Cons. $32.0B) 🟢 - Gross Margin expected to be between 5961% - Operating profit expected to be between XX and XX% Management commentary: Our business in the third quarter was supported by strong demand for our leading-edge process technologies. Moving into fourth quarter 2025 we expect our business to be supported by continued strong demand for our"  
[X Link](https://x.com/TacticzH/status/1978711768772788409) [@TacticzH](/creator/x/TacticzH) 2025-10-16T06:37Z 28.7K followers, 13.8K engagements


"This is not extreme fear. And if it is I'm very curious to see what the meter will say when we have a good and healthy XX% dip. Usually I'd say Extreme Fear is a nice time to start thinking about being more aggressive with buying stocks. But right now it seems like we still need a lot more downside for the meter to justify extreme fear"  
[X Link](https://x.com/TacticzH/status/1979110192714232317) [@TacticzH](/creator/x/TacticzH) 2025-10-17T09:00Z 28.7K followers, 32.1K 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"  
[X Link](https://x.com/TacticzH/status/1915369745647325640) [@TacticzH](/creator/x/TacticzH) 2025-04-24T11:38Z 28.7K followers, 2770 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"  
[X Link](https://x.com/TacticzH/status/1933978978106359932) [@TacticzH](/creator/x/TacticzH) 2025-06-14T20:04Z 28.7K followers, 19K engagements


"Why I think: $HOOD is not a buy right now $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $CRWV is not a buy right now $NBIS is not a buy right now $IREN is not a buy right now While it is crystal clear that some of these are poised to do really well in the future I think the risk/reward is not in your favor right now. And that goes for a lot of other growth names as well. Not even X months ago the odds were a lot better. While fundamentals have changed for the better for most of these names after some of the run-ups we've seen major pullbacks are"  
[X Link](https://x.com/TacticzH/status/1969321725436297494) [@TacticzH](/creator/x/TacticzH) 2025-09-20T08:44Z 28.7K followers, 384K engagements


"4.2 /Pipeline In my opinion these are the X most promising drugs still in the pipeline (besides Oral Wegovy) - Cagrisema: CagriSema is a combination therapy that pairs Semaglutide with Cagrilintide a long-acting amylin analogue. -Amycretin: Amycretin combines the GLP-1 and Amylin receptor agonism into a single molecule. This dual mechanism aims to enhance appetite suppression and metabolic regulation. - UBT251: UBT251 is an experimental triple receptor agonist developed by The United Laboratories targeting GLP-1 GIP and glucagon receptors. Novo Nordisk secured global licensing rights for"  
[X Link](https://x.com/TacticzH/status/1974123965367865474) [@TacticzH](/creator/x/TacticzH) 2025-10-03T14:46Z 28.7K followers, 2105 engagements


"5.1 / Competition Eli Lilly First lets address the elephant in the room: Eli Lilly. $LLY is by far the largest competitor to Novo Nordisk. Novo and Lilly have both bet heavily on the diabetes and obesity sector with their GLP-1s making the current market a duopoly. Unlike Novo Nordisk Eli Lilly has a more diversified portfolio with about XX% of the company aimed at diabetes and obesity. Their two most noteworthy drugs in the obesity segment are: - Mounjaro ( diabetes) - Zepbound ( obesity) Both are based around the GLP-1 agonist Tirzepatide. Lets compare them to Novos Ozempic and Wegovy. To"  
[X Link](https://x.com/TacticzH/status/1974123971135090889) [@TacticzH](/creator/x/TacticzH) 2025-10-03T14:46Z 28.7K followers, 1870 engagements


"🚨 $NVO - Big Move by Novo Nordisk 🚨 Novo Nordisk plans to launch its new obesity pill via telehealth to regain market share. Yesterday Novo's US COO confirmed that Novo plans to launch ''Oral Wegovy'' via telehealth platform likes RO and Weightwatchers. This is on top of distribution through it's own DTC-platform Novocare. The aim is to make the new pill easily accessible to everyone and also cut out the need for insurance coverage. The battle for ORAL GLP-1 market-share is only getting started. They might also introduce a subscription-based model where patients could sign up for six to 12"  
[X Link](https://x.com/TacticzH/status/1974391012698046928) [@TacticzH](/creator/x/TacticzH) 2025-10-04T08:27Z 28.7K followers, 72.1K engagements


"🚨 $ASML Q3 Earnings are out 🚨 - Rev: 7.5B vs est: 7.65B 🔴 - EPS XXXX vs est XXXX 🟢 - Net bookings: 5.4B vs est 5.2B 🟢 Outlook Q4 Rev: 9.2-9.8B - consensus was 9.3B 🟢 Gross margin: 51-53% - consensus XXX% 🟢 Important Outlook for 2026: $ASML does not expect 2026 total net sales to be below 2025. FY guidance 2026 will be given in January Dividend of XXX will be made payable in november. A new buyback program will be released in January. The 2025 program will likely not be finalized. Highlights from the CEO statement: - On the technology side we see litho intensity continue to develop"  
[X Link](https://x.com/TacticzH/status/1978329772032737784) [@TacticzH](/creator/x/TacticzH) 2025-10-15T05:19Z 28.7K followers, 92.8K engagements


"🚨Just in $NVO Expanding portfolio 🚨 Novo Nordisk has entered into a definitive asset purchase and license agreement with Omeros for Zaltenibart (formerly OMS906) an antibody in development for rare blood and kidney disorders. Novo Nordisk will gain exclusive global rights to develop and commercialize Zaltenibart in all indications. Omeros will receive $XXX million in upfront and near-term milestone payments with potential total payments up to $2.1B plus tiered royalties on net sales. Zaltenibart inhibits MASP-3 a key activator of the complement systems alternative pathway which is linked to"  
[X Link](https://x.com/TacticzH/status/1978447835918938448) [@TacticzH](/creator/x/TacticzH) 2025-10-15T13:08Z 28.7K followers, 17.2K engagements


"Just posted my full review of $ASML Q3 earnings. Check it out and let me know what you think. 📎Link in bio and in the comments. PS. I expect to release my $ASML deep dive within a week. You can expect a deep analysis and an updated valuation model based on the latest insights. Subscribe so you don't miss it"  
[X Link](https://x.com/TacticzH/status/1978520877370134661) [@TacticzH](/creator/x/TacticzH) 2025-10-15T17:58Z 28.7K followers, 3691 engagements


"Here is why I won't invest in $HIMS"  
[X Link](https://x.com/TacticzH/status/1978758430178349311) [@TacticzH](/creator/x/TacticzH) 2025-10-16T09:42Z 28.7K followers, 67.1K engagements


"@Mindset4Money_X My top 3: X. $NVO X. $AMZN X. $CSU"  
[X Link](https://x.com/TacticzH/status/1978860179840967121) [@TacticzH](/creator/x/TacticzH) 2025-10-16T16:26Z 28.7K followers, 4387 engagements


"Added to my $NVO and $EVO position today. Increased $NVO to XX% 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) [@TacticzH](/creator/x/TacticzH) 2025-10-17T15:48Z 28.7K followers, 50.2K engagements


"@traderwicks Most of my portfolio is buy and hold. I do balance sometimes but I try to limit that. Not always successfully haha. Some positions are more mid-term like $NBIS and $DAVE"  
[X Link](https://x.com/TacticzH/status/1979219127857262946) [@TacticzH](/creator/x/TacticzH) 2025-10-17T16:13Z 28.7K followers, XXX engagements


"10 Companies that could 2X within X years 💎 - $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"  
[X Link](https://x.com/TacticzH/status/1925287984569647506) [@TacticzH](/creator/x/TacticzH) 2025-05-21T20:30Z 28.4K followers, 61K engagements


"4/ $CELH Celsius Holdings Celsius is up close to XX% after delivering excellent earnings. What did investors like Revenue is up XX% YoY Adj EBITDA is up XXX% Gross margins stil holding above XX% Strong volume from Celsius brand Celsius + Alani Nu are now ranked #3 in the U.S. energy brand list just behind Monster and Redbull Would I buy into $CELH right now No even though this performance was great I think waiting for a better valuation on Celsius is the smart thing to do right now. This will be quite a choppy ride as they are still highly depended on $PEP for distribution and they still rely"  
[X Link](https://x.com/TacticzH/status/1953805555639767300) [@TacticzH](/creator/x/TacticzH) 2025-08-08T13:08Z 28.4K followers, 18.6K engagements


"These TEN companies are high on my watchlist and they should be on yours too. My thoughts + buy levels for all of them. Which companies should I add to this watchlist 🧵👇 1/ $AMD Advanced Micro Devices Last year I researched both $NVDA and $AMD and I went with $NVDA as they are still clearly the market leader. And that's what I usually go with. However after doing more research I now think the best bet is to own both of them. The TAM is big enough and they can easily co-exist. $AMD keeps taking share from $INTC with superior CPUs they are now a strong alternative to $NVDA in AI with its"  
[X Link](https://x.com/TacticzH/status/1959622346290983175) [@TacticzH](/creator/x/TacticzH) 2025-08-24T14:22Z 28.4K followers, 87.4K engagements


"3/ $CSU Constellation Software Constellation software is one of the best compounders in the market. They are basically a holding company that acquires owns and operates vertical market software (VMS) businesses. And they do it very well. They've grown to be a decentralized empire of niche software companies grown by systematically acquiring sticky cash-generating businesses and compounding returns over decades. They've grown their revenue at XX% CAGR in the last XX years and they continue to compound. One of the best capital allocators in the world. My buy level: 3900CAD"  
[X Link](https://x.com/TacticzH/status/1959622355132576056) [@TacticzH](/creator/x/TacticzH) 2025-08-24T14:22Z 28.6K followers, 6714 engagements


"Is this the best risk/reward play right now $NVO"  
[X Link](https://x.com/TacticzH/status/1971303808497017237) [@TacticzH](/creator/x/TacticzH) 2025-09-25T20:00Z 28.4K followers, 95.1K engagements


"3/ Management $NVO has been around for over XXX years and it that time theyve only had X CEOs (the 6th one was added this August (in 2025). That speaks volumes. Novo has always been focused on the long-term and their CEOs reflect that. The average CEO holds the position for just under XX years and therefore the replacement of Lars Fruergaard Jrgensen came as a surprise to most. He was recently replaced by (another company insider) Mike Doustdar. On a first glance he seems to be ready to make big decisions. He got handed the company in pretty bad weather but it seems hes holding up a nice big"  
[X Link](https://x.com/TacticzH/status/1974123955360293250) [@TacticzH](/creator/x/TacticzH) 2025-10-03T14:46Z 28.4K followers, 2325 engagements


"It's just a matter of time before $NVO will have it's $BABA moment. Purely on PE/Multiple expansion you can easily get a XX% return before the end of 2026. Avg fwd PE last X year: XXXXX Avg fwd PE since 2016: XXXXX Current fwd PE: XXXXX Why would this not work from here"  
[X Link](https://x.com/TacticzH/status/1975134810294431985) [@TacticzH](/creator/x/TacticzH) 2025-10-06T09:43Z 28.4K followers, 28.9K engagements


"🚨 $NVO Novo starts cutting jobs in the US 🚨 Novo has decided to cut jobs at their largest US manufacturing plant Clayton. We are talking about ''dozens'' of employees here ranging in jobs like quality control line technicians and HR staff. So job cuts along the line. As many of you know this is part of a broader global restructuring plan in which they will cut 9000 roles of which 5000 are planned in Denmark alone. It's a clear sign that Novo is ready to start executing the announced lay-offs and it will hopefully enhance the balance between cost control and future growth. I don't see this"  
[X Link](https://x.com/TacticzH/status/1975520035893309830) [@TacticzH](/creator/x/TacticzH) 2025-10-07T11:14Z 28.4K followers, 14.7K engagements


"@InvestingVisual I lean towards $SPOT. Both great companies though. But would love better valuations for both"  
[X Link](https://x.com/TacticzH/status/1976014079413321821) [@TacticzH](/creator/x/TacticzH) 2025-10-08T19:57Z 28.4K followers, XXX engagements


"@meeijer Out of these I would only buy $NVO right now. $DLO is getting close as well. This week im also checking out $INT (Intellego) as it's falling from grace"  
[X Link](https://x.com/TacticzH/status/1976019219818086488) [@TacticzH](/creator/x/TacticzH) 2025-10-08T20:17Z 28.4K followers, 10K engagements


"🚨Just in - $NVO to acquire Akero Therapeutics🚨 This further enhances Novo's portfolio for the treatment of MASH. Akero's Efruxifermin (EFX) is the only treatment that shows significant fibrosis regression in phase X in patients with compensated Cirrhosis. EFX is currently in phase X development for the treatment of patients with advanded liver fibrosis. They will acquire Akero for $XX per share (current price was $XXXXX - so that's about a XX% premium) Shares are are down about X% on the news"  
[X Link](https://x.com/TacticzH/status/1976229501131534584) [@TacticzH](/creator/x/TacticzH) 2025-10-09T10:13Z 28.4K followers, 36K engagements


"$NVO - I'm getting some questions as to why this deal with Akero $AKRO is not very well received (initially). I still have to learn more but I think the bad reaction stems from: ✅ It's just another acquisition that will sit in the way of buybacks ✅ Novo pays a XX% premium for the company ✅ Akero's EFX is still in phase X ✅ While it compliments their overall portfolio it is not specifically ''obesity''-focused. Those are just my first thoughts. Personally I'm not really against or for this acquisition. This is not what will drive Novo's share price significantly up or down"  
[X Link](https://x.com/TacticzH/status/1976241909023625716) [@TacticzH](/creator/x/TacticzH) 2025-10-09T11:02Z 28.4K followers, 18.7K engagements


"$NVO's CEO Doustdar on the $AKRO acquisition: "MASH destroys lives silently - and efruxifermin (EFX) has the potential to change that by reversing liver damage" "If approved we believe it could become a CORNERSTONE therapy alone or together with Wegovy to tackle one of the fastest-growing metabolic diseases of our time.''"  
[X Link](https://x.com/TacticzH/status/1976247469328470216) [@TacticzH](/creator/x/TacticzH) 2025-10-09T11:24Z 28.4K followers, 7991 engagements


"Important note on the $NVO acquirement of $AKRO: ✅No change to 2025 operating profit outlook but free cash flow to decline by about USD X billion implying X to XX billion DKK depending on closing timing. ❌2026 operating profit growth expected to drop by around X percentage points due to higher R&D spending. 👉Acquisition will be primarily financed through debt"  
[X Link](https://x.com/TacticzH/status/1976257035093110892) [@TacticzH](/creator/x/TacticzH) 2025-10-09T12:02Z 28.4K followers, 8165 engagements


"I think you are absolutely right here. It deserves a premium due to it's strong brand and predictability. But such low CAGR growth simply limits returns. Rerating seems reasonable. Gonna take a closer look to as I've been wanting to get in $RACE for a long time. It's just not clear to me if this actually changes the whole thesis"  
[X Link](https://x.com/TacticzH/status/1976263556862480863) [@TacticzH](/creator/x/TacticzH) 2025-10-09T12:28Z 28.4K followers, 1103 engagements


"@trader_gu @SuEricGP @YodaStockInvest I have no idea what this is mate haha. And im not a trader nor very good at TA"  
[X Link](https://x.com/TacticzH/status/1977821772746719238) [@TacticzH](/creator/x/TacticzH) 2025-10-13T19:40Z 28.4K followers, XXX engagements


"@ben_moshenyc Buy-worthy Not so sure about $RACE tbh. That guidance cut was huge"  
[X Link](https://x.com/TacticzH/status/1977831078951072175) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:17Z 28.4K followers, 1342 engagements


"@TheBrilliantBu1 Ye I've been hearing and seeing a lot about $ROOT lately. Haven't gotten around to giving it a proper look. Have a good deep dive somewhere"  
[X Link](https://x.com/TacticzH/status/1977831918034178241) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:20Z 28.4K followers, 2611 engagements


"@HatedMoats This is bad news indeed. Will check it out tomorrow Do you have a source"  
[X Link](https://x.com/TacticzH/status/1977841489851093030) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:58Z 28.6K followers, 1329 engagements


"@SoJustFollowMe There's never a rush. But what's your thoughts on them right now Why wait"  
[X Link](https://x.com/TacticzH/status/1978104905542869466) [@TacticzH](/creator/x/TacticzH) 2025-10-14T14:25Z 28.4K followers, 4999 engagements


"@DeepIceValue It's not the same $ASML maintained their 2030 targets/range. They were just unclear about the short-term $RACE cut their guidance all the way up to 2030"  
[X Link](https://x.com/TacticzH/status/1978107322200129823) [@TacticzH](/creator/x/TacticzH) 2025-10-14T14:35Z 28.4K followers, XXX engagements


"@DeepIceValue Won't do XXX% like some of these other companies no. But could be a nice solid holding for the next decade imo"  
[X Link](https://x.com/TacticzH/status/1978115064956608725) [@TacticzH](/creator/x/TacticzH) 2025-10-14T15:05Z 28.4K followers, 4133 engagements


"@meeijer Fully agree. Just a matter of time before it will have it's $UNH moment"  
[X Link](https://x.com/TacticzH/status/1978162648496722410) [@TacticzH](/creator/x/TacticzH) 2025-10-14T18:15Z 28.4K followers, 2062 engagements


"@KaramDhanoa1 They did release 2026 guidance: ''not lower than 2025''. But I'd of course love more details there haha. They have more customers than China but it will be tricky if they can compensate the loss of sales there"  
[X Link](https://x.com/TacticzH/status/1978425896231936021) [@TacticzH](/creator/x/TacticzH) 2025-10-15T11:41Z 28.4K followers, XXX engagements


"Which stock would you feel comfortable holding for XX years You can not sell For me: $ASML What's your pick"  
[X Link](https://x.com/TacticzH/status/1924921985080996256) [@TacticzH](/creator/x/TacticzH) 2025-05-20T20:15Z 28.6K followers, 30.2K engagements


"Top European Quality Companies 💎 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"  
[X Link](https://x.com/TacticzH/status/1925093975704178957) [@TacticzH](/creator/x/TacticzH) 2025-05-21T07:39Z 28.7K followers, 47.9K 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"  
[X Link](https://x.com/TacticzH/status/1937820567752577482) [@TacticzH](/creator/x/TacticzH) 2025-06-25T10:30Z 28.6K followers, 9903 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"  
[X Link](https://x.com/TacticzH/status/1940357281033474050) [@TacticzH](/creator/x/TacticzH) 2025-07-02T10:30Z 28.6K followers, 14.6K engagements


"Here are my XX 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) [@TacticzH](/creator/x/TacticzH) 2025-07-11T20:37Z 28.6K followers, 56.2K engagements


"6/ $LLY Eli Lilly is a global pharmaceutical company. They discover develop manufacture and sell prescription medications for a range of conditions but have a strong focus on diabetes and obesity. They also focus on cancer immunology neuroscience and Alzheimers. They're bestknown for their GLP1 drugs: Mounjaro (for type X diabetes) and Zepbound (for obesity) which propelled revenue growth and helped Lilly become one of the most valuable drugmakers ever. Right now Lilly is boosting manufacturing improving drug access via its LillyDirect platform and pushing forward on pipeline assets like"  
[X Link](https://x.com/TacticzH/status/1946928434493440479) [@TacticzH](/creator/x/TacticzH) 2025-07-20T13:41Z 28.7K followers, 3564 engagements


"Which company do you think is the best buy right now - $UNH at $XXX - $ASML at XXX - $OSCR at $XXXXX - $DLO at $XXXXX - $GRAB at $XXXX - $MELI $2362 - $AMD at $XXX - $HIMS at XXXXX - $ASTS at $XXXXX - $HOOD at $104.85"  
[X Link](https://x.com/TacticzH/status/1949562705234555268) [@TacticzH](/creator/x/TacticzH) 2025-07-27T20:09Z 28.7K followers, 235.4K engagements


"4/ $SE Sea Limited I also try to look outside the US for great companies. The next X on this list are among the best to me. Sea limited is often called the ''Amazon of Southeast Asia'' and for good reason. Sea Limited's Shopee platform is the leading e-commerce marketplace in Southeast Asia. On top of that you have Garena (gaming platform) and SeaMoney ( mobile wallet payments and digital lending. Growth has been really strong in the last X years growing at XX% CAGR. In 2023 they turned profitable which was a huge step for them. This one sits high on my watchlist but I would need a lower"  
[X Link](https://x.com/TacticzH/status/1959622359523922302) [@TacticzH](/creator/x/TacticzH) 2025-08-24T14:22Z 28.6K followers, 6881 engagements


"5/ $MELI MercadoLibre The second strong non-US company is Mercadolibre. Just like Sea Limited growth has been incredible these past years. They too have been called the Amazon + PayPal + eBay of Latin America. $MELI is the largest e-commerce and fintech ecosystem in Latin America and they really have been dominating these last couple of years. Growth was above XX% CAGR in the past X years and for the next two years XX% CAGR is expected. $MELI is perfectly set-up to benefit from massive EM tailwinds like the growing middle class retail e-commerce boom and fast-growing digital payments. My buy"  
[X Link](https://x.com/TacticzH/status/1959622363831578753) [@TacticzH](/creator/x/TacticzH) 2025-08-24T14:22Z 28.6K followers, 5959 engagements


"8/ $CEG Constellation Energy Constellation Energy is the largest U.S. producer of carbon-nautral energy powered mainly by its nuclear fleet alongside hydro wind and solar assets. It supplies reliable electricity to homes businesses governments and a large share of Fortune XXX companies. AI data centers need round-the-clock uninterrupted power making Constellations nuclear plants a perfect fit. Long-term PPAs like its 20-year deal with $MSFT secure predictable revenue while funding plant upgrades. The market now views Constellation as a critical AI infrastructure provider driving a premium"  
[X Link](https://x.com/TacticzH/status/1965467061880013008) [@TacticzH](/creator/x/TacticzH) 2025-09-09T17:27Z 28.7K followers, 7051 engagements


"9/ $MOD Modine Manufacturing Modine is a global leader in thermal management with a fast-growing Data Center Cooling segment that delivers advanced systems including liquid cooling for AI and HPC facilities. The AI creates surging demand for efficient cooling as traditional air systems cant handle the heat output of modern GPUs. Modines expertise in liquid cooling makes it a key enabler of this transition. To meet demand it is expanding production capacity in North America positioning itself as a critical picks-and-shovels supplier to the MAG7s data center buildout"  
[X Link](https://x.com/TacticzH/status/1965467065948762456) [@TacticzH](/creator/x/TacticzH) 2025-09-09T17:27Z 28.7K followers, 6321 engagements


"Which of these currently ''unloved'' stocks is not a value trap right now - $NVO at $XXXXX - $ADBE at $34870 - $MRVL at $XXXXX - $TTD at $XXXXX - $CRM at $XXXXXX - $DUOl at XXXXXX - $ENPH at $3763 - $LULU at $15963 - $LVMH at XXX - $FICO at $1544"  
[X Link](https://x.com/TacticzH/status/1967308431905137086) [@TacticzH](/creator/x/TacticzH) 2025-09-14T19:24Z 28.7K followers, 50.9K engagements


"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"  
[X Link](https://x.com/TacticzH/status/1968404253686239381) [@TacticzH](/creator/x/TacticzH) 2025-09-17T19:58Z 28.7K followers, 140.3K engagements


"My favorite asymmetric opportunities have been and still are $ASML $NVO and $DLO. But I'm looking for a new stock to dive into that could fit well with those X. Which of these has the most potential you think"  
[X Link](https://x.com/TacticzH/status/1968762882377626030) [@TacticzH](/creator/x/TacticzH) 2025-09-18T19:43Z 28.6K followers, 9233 engagements


"$ASML is giving up some of it gains in early morning trading in Europe likely in sympathy with $ASMI $ASMI also a Dutch semiconductor business (equipment) lowered their H2 revenue goals. Could also just be a bit of daily volatility"  
[X Link](https://x.com/TacticzH/status/1970392460842147986) [@TacticzH](/creator/x/TacticzH) 2025-09-23T07:39Z 28.6K followers, 5329 engagements


"Which company do you think is the best buy right now - $NVO at $XX - $ASML at XXX - $DUOL at $XXX - $TSM at $XXXXXX - $NBIS at $XXXXXX - $IREN at $XXXXX - $CSU at CAD 3660 - $CRM at $XXXXXX - $BABA at $XXXXXX - $DLO at $14.55"  
[X Link](https://x.com/TacticzH/status/1972390859531530528) [@TacticzH](/creator/x/TacticzH) 2025-09-28T20:00Z 28.6K followers, 93.8K engagements


"🚨Portfolio Update September - XX% YTD🚨 Just posted my portfolio update for the month September. I'm up XX% vs XXXX% for the S&P500. I cover: ✅My performance (also vs benchmarks) ✅Sentiment for my holdings ✅Plans + update for all my holdings ✅My watchlist I post all my buys and sells when I do them and provide you with a monthly portfolio update. No paywall. 📎 Link in my bio"  
[X Link](https://x.com/TacticzH/status/1973379278575227257) [@TacticzH](/creator/x/TacticzH) 2025-10-01T13:27Z 28.6K followers, 20.3K engagements


"@Mindset4Money_X Nice you added even more today I think this will be a great long-term hold. I was thinking yesterday If I were to add anything to my portfolio and had to choose between $BN and $CSU. I'd probably pick $BN. You"  
[X Link](https://x.com/TacticzH/status/1973728325534380432) [@TacticzH](/creator/x/TacticzH) 2025-10-02T12:34Z 28.6K followers, XXX engagements


"I try to be as transparant and unbiased as possible. Not too long ago I was beating the drum about $ASML as I thought it was heavily undervalued. Now after the recent run-up I think we are approaching fair value. Does that mean we should ignore $ASML now No not at all. But the asymmetric opportunity that I thought it was is not as clear as before. It's still a great company just less attractively valued. Looking at EV/EBIT we are now approach the XX year average same thing applies to other multiples. My approach: I will hold onto my shares for the upcoming 5-10 years. At least that's the"  
[X Link](https://x.com/TacticzH/status/1975825795269484850) [@TacticzH](/creator/x/TacticzH) 2025-10-08T07:29Z 28.6K followers, 25.3K engagements


"I sold my full $OSCR position today. I took a good hard look in the mirror and realized I just don't understand the company well enough. Took a nice XX% gain and will see later what I'll do with the cash. I just posted an update on my SS with more reasoning behind this decision. I post all my buys/sells and portfolio updates there. Link in bio and in the comments below. Am I an idiot or reasonable move"  
[X Link](https://x.com/TacticzH/status/1976283634375037382) [@TacticzH](/creator/x/TacticzH) 2025-10-09T13:48Z 28.5K followers, 131.8K engagements


"@tosti____ You sold $NVO 🤣"  
[X Link](https://x.com/TacticzH/status/1976318684667793673) [@TacticzH](/creator/x/TacticzH) 2025-10-09T16:07Z 28.7K followers, XXX engagements


"$DLO jumped X% as the U.S. has completed a $20B currency swap deal with Argentina and is also buying Argentine pesos directly to help support and stabilize Argentinas economy. Other companies with exposure to Lat- am (like $MELI) also rise as this is a clear signal of the US backing and supporting the Argentian economy"  
[X Link](https://x.com/TacticzH/status/1976379266913984881) [@TacticzH](/creator/x/TacticzH) 2025-10-09T20:08Z 28.7K followers, 22.1K engagements


"$NBIS with another all-time high today. I expected a lot when I opened my position in $NBIS in January but I did not expect to be up XXX% this year (even with some trimming along the way). Overvalued or still more upside"  
[X Link](https://x.com/TacticzH/status/1976385372990091365) [@TacticzH](/creator/x/TacticzH) 2025-10-09T20:32Z 28.6K followers, 30K engagements


"Is this a bubble or the beginning of a new Era Whichever way you put it. OpenAI and $NVDA are in the middle of it all"  
[X Link](https://x.com/TacticzH/status/1976530564917125618) [@TacticzH](/creator/x/TacticzH) 2025-10-10T06:09Z 28.6K followers, 7448 engagements


"@mvcinvesting Very well written article Interesting company to continue following as there are many catalysts to improve the growth prospects. Must say your writing also keeps getting better and better (it's already very good)"  
[X Link](https://x.com/TacticzH/status/1976536694578135212) [@TacticzH](/creator/x/TacticzH) 2025-10-10T06:34Z 28.7K followers, 3023 engagements


"All of this will be impossible without $ASML and $TSM"  
[X Link](https://x.com/TacticzH/status/1976624494493213171) [@TacticzH](/creator/x/TacticzH) 2025-10-10T12:22Z 28.6K followers, 8874 engagements


"@KairosPraxis Sorry I don't really follow what you're saying"  
[X Link](https://x.com/TacticzH/status/1976759618752639322) [@TacticzH](/creator/x/TacticzH) 2025-10-10T21:19Z 28.6K followers, XXX engagements


"@meeijer Agree with all Except with $BZAI and $VLN as I have never heard of them haha"  
[X Link](https://x.com/TacticzH/status/1977827055975932270) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:01Z 28.6K followers, 1615 engagements


"@salvador_duckli I know $AMZN better still looking into $CSU"  
[X Link](https://x.com/TacticzH/status/1977908888939688131) [@TacticzH](/creator/x/TacticzH) 2025-10-14T01:26Z 28.7K followers, XXX engagements


"@meeijer Most of these have been absolutely crushing it lately. And then we have $NVO. 😃"  
[X Link](https://x.com/TacticzH/status/1978424516888887702) [@TacticzH](/creator/x/TacticzH) 2025-10-15T11:35Z 28.6K followers, XXX engagements


"@alexander_dww I just think it's unprofessional. I've seen similar behavior in the past and I do not like it"  
[X Link](https://x.com/TacticzH/status/1978762561437757569) [@TacticzH](/creator/x/TacticzH) 2025-10-16T09:58Z 28.6K followers, 2908 engagements


"@matt59606024 Lots of words for someone who doesn't care"  
[X Link](https://x.com/TacticzH/status/1978780008492499145) [@TacticzH](/creator/x/TacticzH) 2025-10-16T11:08Z 28.7K followers, 3424 engagements


"@rata_bursatil_ Ye I'm just gonna sit back and see what happens Maybe add to some high conviction stocks too"  
[X Link](https://x.com/TacticzH/status/1979121364083540460) [@TacticzH](/creator/x/TacticzH) 2025-10-17T09:44Z 28.6K followers, XXX 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) [@TacticzH](/creator/x/TacticzH) 2025-06-01T15:42Z 28.7K followers, 39K 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"  
[X Link](https://x.com/TacticzH/status/1933630084495081715) [@TacticzH](/creator/x/TacticzH) 2025-06-13T20:58Z 28.7K followers, 67.2K 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"  
[X Link](https://x.com/TacticzH/status/1937580490862600579) [@TacticzH](/creator/x/TacticzH) 2025-06-24T18:36Z 28.7K followers, 29.8K 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"  
[X Link](https://x.com/TacticzH/status/1938506271633678595) [@TacticzH](/creator/x/TacticzH) 2025-06-27T07:54Z 28.7K followers, 30.8K 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"  
[X Link](https://x.com/TacticzH/status/1942206971861668057) [@TacticzH](/creator/x/TacticzH) 2025-07-07T13:00Z 28.7K followers, 19.1K 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"  
[X Link](https://x.com/TacticzH/status/1942678391418937498) [@TacticzH](/creator/x/TacticzH) 2025-07-08T20:13Z 28.7K followers, 35K 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. 💔 A momentum shift could lead to significant upside. The question is do you believe in their stories 🧵 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"  
[X Link](https://x.com/TacticzH/status/1943044866935590989) [@TacticzH](/creator/x/TacticzH) 2025-07-09T20:29Z 28.7K followers, 45K engagements


"3/ $NU Nu Holdings is a Brazilian digital bank thats become one of the biggest fintech companies in the world. Started in 2013 it began with a no-fee credit card and now offers a full range of banking services through its app; like savings loans investments and insurance. It's popular for making banking simple transparent and mobile-first and they operate primarily in Lat-America ✅5 Year Revenue CAGR: XXXX% ✅ X Year EPS CAGR: XXXX% For the next X years expectations are: ✅EPS: XXXX% ✅Revenue: 26.4%"  
[X Link](https://x.com/TacticzH/status/1946928420413481242) [@TacticzH](/creator/x/TacticzH) 2025-07-20T13:41Z 28.7K followers, 4719 engagements


"4/ $DLO DLocal is a fintech company from Uruguay that helps global businesses get paid in emerging markets. They offer a single API for managing both pay-ins and pay-outs across 40+ countries. They provide access to 900+ local payment methods like e-wallets bank transfers and cash. ✅5 Year Revenue CAGR: XXXX% ✅ X Year EPS CAGR: XXXX% For the next X years expectations are: ✅EPS: XXXX% ✅Revenue: 26.8%"  
[X Link](https://x.com/TacticzH/status/1946928426520092724) [@TacticzH](/creator/x/TacticzH) 2025-07-20T13:41Z 28.7K followers, 3948 engagements


"7/ $PME Pro Medicus is an Aussie health-tech company that builds slick medical imaging software. Hospitals and imaging centers across Australia North America and Europe use its Visage platforms to view and manage CT MRI PET scans in 2D 3D even 4D making radiology workflows smoother and faster In a nutshell: PME is the behind-the-scenes imaging tech that helps doctors see clearly and its cashing in on global hospital digital upgrades. ✅5 Year Revenue CAGR: XXXX% ✅ X Year EPS CAGR: XXXX% For the next X years expectations are: ✅EPS: XXXX% ✅Revenue: 34%"  
[X Link](https://x.com/TacticzH/status/1946928438734200886) [@TacticzH](/creator/x/TacticzH) 2025-07-20T13:41Z 28.7K followers, 3238 engagements


"6/ $GOOGL Alphabet Alphabet is my 6th largest holding at 6.6%. Just like $MSFT I think it's one of the best companies in the world and this is a long-term hold for me. I've been adding to my position in the last couple of months as I thought it was completely undervalued and mispriced. After the recent run-up I think it's not such a no-brainer anymore but I still think it's a must-have for any long-term investor. It's a pure cash generating machine and I expect them to do well during market weakness. Valuation: Fairly valued My cost basis: $143"  
[X Link](https://x.com/TacticzH/status/1958149715859493221) [@TacticzH](/creator/x/TacticzH) 2025-08-20T12:50Z 28.7K followers, 13.1K engagements


"7/ $DLO Dlocal Dlocal is my 7th largest holding. It's my latest addition to the portfolio and one of my strongest convictions. The latest quarter was exceptional and guidance was raised significantly. The take rate came in lower than expected which surprised a lot of investors. Dlocal is up almost XX% since the beginning of August but I still consider it a strong investment. I'm not currently adding as I'm quite happy with the position it holds in the portfolio right now. Valuation: Fairly valued My cost basis: $1012"  
[X Link](https://x.com/TacticzH/status/1958149719835742500) [@TacticzH](/creator/x/TacticzH) 2025-08-20T12:50Z 28.7K followers, 13.4K engagements


"One of the strengths of $DLO Dlocal -- its ability to grow revenue from its existing customer base. This demonstrates that Dlocal's product is providing value to its customers who are not only sticking around but also expanding their business. This shows strong customer loyalty and a healthy business model. DLocal has consistently reported very high NRR rates often significantly above XXX% albeit in a downtrend over the last years. However that downtrend was broken since June last year and we are back to XXX% now"  
[X Link](https://x.com/TacticzH/status/1963159670555660670) [@TacticzH](/creator/x/TacticzH) 2025-09-03T08:38Z 28.7K followers, 5468 engagements


"Five companies that are NOT a buy for me right now - $SOFI- Sofi - $HOOD - Robinhood - $PLTR - Palantir - $TSLA - Tesla - $ASTS - AST Spacemobile Five companies that ARE a buy for me now - $ASML - ASML - $DLO - Dlocal - $NVO - Novo Nordisk - $OSCR - Oscar Health - $TSM - Taiwan Semiconductor"  
[X Link](https://x.com/TacticzH/status/1963334348070862940) [@TacticzH](/creator/x/TacticzH) 2025-09-03T20:12Z 28.7K followers, 126.2K engagements


"🚨Just in - $DLO - Dlocal🚨 DLocal and Western Union today announced a strategic partnership to enable digital payment methods on Western Unions online platforms in Latin America. The agreement between will enhance the remittance experience in Latin America by integrating local and alternative payment methods into Western Unions digital channels. Customers in countries like Chile Mexico Peru Panama Argentina and Brazil will gain greater flexibility and control over their transfers with potential expansion to other markets. The partnership also supports the growth of the regions digital"  
[X Link](https://x.com/TacticzH/status/1965390471884153280) [@TacticzH](/creator/x/TacticzH) 2025-09-09T12:22Z 28.7K followers, 7338 engagements


"5.2/ Competition - Others Other noteworthy competitors are: Roche $ROG Roche is also making a push into the obesity market with a new strategy focused on building a diverse portfolio rather than relying on a single drug. Theyve made a couple of key acquisitions in the past year including the purchase of Carmot Therapeutics for its lead GLP-1/GIP drug and a partnership with Zealand Pharma for Petrelintide an amylin analog. Sanofi $SAN Sanofis strategy in the obesity sector is to avoid the GLP-1 drug race with Novo Nordisk and Eli Lilly. Instead Sanofi is aiming at more innovative"  
[X Link](https://x.com/TacticzH/status/1974123974956044422) [@TacticzH](/creator/x/TacticzH) 2025-10-03T14:46Z 28.7K followers, 1610 engagements


"🚨 $NVO Strategic Move By Novo Nordisk🚨 Novo Nordisk has decided to discontinue its cell therapy research and development efforts. They are laying off nearly all of the divisions' XXX employees. They've been researching this field for about XX years invested billions of dollars but have now decided enough is enough. A spokesperson said: We are in the process of identifying partners with the right capabilities and manufacturing capacity to further develop our innovations. The layoffs are expected to impact studies for an experimental heart-failure stem cell therapy and a Parkinsons disease"  
[X Link](https://x.com/TacticzH/status/1976929797554004172) [@TacticzH](/creator/x/TacticzH) 2025-10-11T08:36Z 28.7K followers, 25.6K engagements


"They say money doesn't grow on trees. But for OpenAI it does. - $300B $ORCL deal - $100B $NVDA deal - $XXXX $CRWV deal - $10B $AVGO deal On top of that they have announced numerous strategic collab deals like the one with $AMD and today's partnership with $AVGO. Projected 2025 revenue for OpenAI =$13B Read that again. REVENUE. $13B. NOT PROFIT Financial engineering at its finest"  
[X Link](https://x.com/TacticzH/status/1977728034733002950) [@TacticzH](/creator/x/TacticzH) 2025-10-13T13:28Z 28.7K followers, 28K engagements


"5 stocks I consider buy-worthy today: - $DLO DLocal - $NVO Novo Nordisk - $AMZN Amazon - $EVO Evolution AB - $DAVE Dave X stocks I would ignore: - $PLTR Palantir - $OKLO Oklo - $TSLA Tesla - $ASTS AST SpaceMobile - $HIMS Hims & Hers X stocks high on my watchlist: - $BN Brookfield Corp - $FFX Fairfax Financial Holdings - $CSU Constellation Software - $SE Sea ltd - $AXON Axon Agree"  
[X Link](https://x.com/TacticzH/status/1977830562456097009) [@TacticzH](/creator/x/TacticzH) 2025-10-13T20:15Z 28.7K followers, 86.7K engagements


"@Kaizen_Investor I also won't invest in $TSLA haha. They can both be unprofessional right"  
[X Link](https://x.com/TacticzH/status/1978762425944920469) [@TacticzH](/creator/x/TacticzH) 2025-10-16T09:58Z 28.7K followers, 4003 engagements


"@HatedMoats Love your takes on $NVO Keep m coming"  
[X Link](https://x.com/TacticzH/status/1979228993766224299) [@TacticzH](/creator/x/TacticzH) 2025-10-17T16:52Z 28.7K followers, 1306 engagements