[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@TacticzH 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: XXXXX [#](/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)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #5491 [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$nvo](/topic/$nvo) #8, [$asml](/topic/$asml) #15, [asml](/topic/asml) #32, [$dlo](/topic/$dlo) #8, [$tsm](/topic/$tsm) #26, [$csu](/topic/$csu) #5, [$meli](/topic/$meli) #40, [$nbis](/topic/$nbis) #28, [$se](/topic/$se) #12, [$baba](/topic/$baba) #60

**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) [@richardwedekin1](/creator/undefined) [@yodastockinvest](/creator/undefined) [@finfluentialx](/creator/undefined) [@qualitystocksa](/creator/undefined) [@deepicevalue](/creator/undefined) [@thexcapitalist](/creator/undefined) [@realroseceline](/creator/undefined) [@heyflorent](/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) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ferrari N.V. (RACE)](/topic/$race) [Spotify Technology (SPOT)](/topic/$spot) [UnitedHealth Group (UNH)](/topic/$unh) [Advanced Micro Devices (AMD)](/topic/$amd) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [IREN Limited (IREN)](/topic/$iren) [Eli Lilly and Company (LLY)](/topic/$lly) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cream (CRM)](/topic/$crm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Coupang, Inc. (CPNG)](/topic/$cpng) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir (PLTR)](/topic/$pltr) [RAI Finance (SOFI)](/topic/$sofi) [Costco Hot Dog (COST)](/topic/$cost) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [ZetaChain (ZETA)](/topic/$zeta) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Merit Circle (MC)](/topic/$mc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Brookfield Corporation (BN)](/topic/$bn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Vistra, Corp. (VST)](/topic/vistra-corp) [Mastercard, Inc. (MA)](/topic/$ma) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Constellation Energy Corp (CEG)](/topic/$ceg) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Trade Desk, Inc. (TTD)](/topic/$ttd) [4 (FOUR)](/topic/$four) [Costco Wholesale Corporation (COST)](/topic/costco) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Nike Inc (NKE)](/topic/$nke) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Metadium (META)](/topic/$meta)
### Top Social Posts [#](/creator/twitter::1488239011378388997/posts)
---
Top posts by engagements in the last XX hours

"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 28.7K followers, 5970 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, 199.2K 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, 179.2K 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, 49.2K 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, 21.8K 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


"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


"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


"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


"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


"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


"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


"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


"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


"@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


"$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


"@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 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


"@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


"@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


"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


"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


"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


"$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 28.7K followers, 5330 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, 48.9K 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, 219K 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, 105.4K 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, 18.5K 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


"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, 67.2K 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, 51.7K 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, 1331 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


"$BLDR - TOP XX performer in the S&P500 in the last X and XX 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) [@TacticzH](/creator/x/TacticzH) 2025-05-17T11:04Z 28.7K followers, 30K 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 28.7K followers, 61K 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) [@TacticzH](/creator/x/TacticzH) 2025-06-04T14:11Z 28.7K followers, 22.3K 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 XX great stocks from emerging markets worth looking into if you want to diversify: $CPNG Coupang $SE Sea Limited $NU Nu Holdings Ltd. $MELI MercadoLibre Inc. $BABA Alibaba Group Holding Limited $JD Inc. $DLO DLocal Limited $XIAOMI Xiaomi Corporation $GRAB Grab Holdings Inc. $SGML Sigma Lithium Corporation $BYD BYD Company Limited $TATAMOTORS Tata Motors Limited $TM Toyota Motor Corporation Which is your favorite"  
[X Link](https://x.com/TacticzH/status/1932140431111774268) [@TacticzH](/creator/x/TacticzH) 2025-06-09T18:19Z 28.7K followers, 35.7K 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


"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


"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


"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 28.7K followers, 14.6K engagements


"US markets are closed today. Here are a couple of (lesser-known) companies to research during this boring day: $ZETA Zeta Global Holdings $IREN Iren $CDNS Cadence Design Systems $SNPS Synopsys $MRVL Marvell $SE Sea Ltd $CPNG Coupang $FRFHF Fairfax Financial $PME Pro Medicus $BLDR Builders Firstsource $NU Nu Holdings $CDLR Cadeler $AXON Axon $KPG Kelly Partners $EFX Equifax $GAMB Gambling (.com) Group $BULL Webull corp Which has the most potential you think Any other companies worth researching"  
[X Link](https://x.com/TacticzH/status/1941016673533734954) [@TacticzH](/creator/x/TacticzH) 2025-07-04T06:10Z 28.7K followers, 20K engagements


"Did you know that Founder-led companies have consistently outperformed other S&P XXX companies Here are my favorites: $ABNB Airbnb $APP AppLovin $ASTS AST SpaceMobile $AXON Axon $COIN Coinbase Global $CRM Salesforce $CRWD CrowdStrike Holdings $CVNA Carvana $DASH DoorDash $DUOL Duolingo $ETSY Etsy $FOUR Shift4 Payments $FTNT Fortinet $GRAB Grab Holdings $HIMS Hims & Hers Health $HOOD Robinhood Markets $IREN Iren $LMND Lemonade $META Meta Platforms $NBIS Nebius Group $NET Cloudflare $NU Nu Holdings $NVDA NVIDIA $OKTA Okta $ORCL Oracle Corporation $PLTR Palantir Technologies $RKLB Rocket Lab USA"  
[X Link](https://x.com/TacticzH/status/1941230693893521542) [@TacticzH](/creator/x/TacticzH) 2025-07-04T20:20Z 28.7K followers, 15.4K 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


"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 28.7K followers, 56.2K engagements


"These XX companies are not a buy right now: - $ASTS - $HIMS - $HOOD - $RKLB - $PLTR - $TSLA - $SOFI - $CRWD - $SPOT - $DUOL All of these companies have had incredible runups but valuations are stretched and a lot of future potential is more than priced in. Will they go up even more Very likely. They have had incredible momentum on their side and markets are still not showing signs of weakness. I simply do NOT like the risk/reward these companies currently provide. And investing for me is also limiting my downside and not chasing the hype. Don't get me wrong some of these companies are great."  
[X Link](https://x.com/TacticzH/status/1944016818231746610) [@TacticzH](/creator/x/TacticzH) 2025-07-12T12:51Z 28.7K followers, 33.4K engagements


"5/ $CSU Constellation software Constellation Software acquires manages and grows vertical market software companies. These are specialized software businesses that serve specific industries like healthcare finance public transit and more. CSU focuses on buying small to mid-sized companies with strong customer relationships and predictable revenues. Most of their businesses sell mission-critical software on a subscription basis leading to high recurring revenue and stability. They have delivered exceptional shareholder returns in the last decade and I expect them to continue doing so. They are"  
[X Link](https://x.com/TacticzH/status/1944855525088251917) [@TacticzH](/creator/x/TacticzH) 2025-07-14T20:24Z 28.7K followers, 5867 engagements


"6/ $FFX Fairfax Financial Holdings Fairfax Financial Holdings is a Canadian financial holding company based in Toronto. They have holdings in property casualty insurance and reinsurance investment management and insurance claims management Fairfax Financial earns money through its insurance and reinsurance businesses by collecting premiums and targeting underwriting profits. It invests the float from these operations across stocks bonds and private equity to generate additional returns. The company is known for its disciplined value-oriented investment strategy under their CEO Prem Watsa."  
[X Link](https://x.com/TacticzH/status/1944855529332859069) [@TacticzH](/creator/x/TacticzH) 2025-07-14T20:24Z 28.7K followers, 9896 engagements


"Which company do you think is the best buy right now - $NVO at $XX - $UNH at $XXX - $ASML at XXX - $GOOGL at $XXX - $SOFI at $XX - $SPOT at $XXX - $FICO at $1381 - $RKLB at $XX - $ZETA at $XX - $TSLA at $302"  
[X Link](https://x.com/TacticzH/status/1952102071462752708) [@TacticzH](/creator/x/TacticzH) 2025-08-03T20:19Z 28.7K followers, 326.9K engagements


"I think $NVO $ASML and $GOOGL are the most asymmetric upside bets in the market right now. They all still have very solid and high quality fundamentals and large room for growth. Yet all three trade at multi-year low levels and sentiment is at peak pessimism. $UNH and $AMZN are similar cases"  
[X Link](https://x.com/TacticzH/status/1952701168599110121) [@TacticzH](/creator/x/TacticzH) 2025-08-05T12:00Z 28.7K followers, 43.6K engagements


"I'm going to make a new thread on companies that dropped significantly since their latest earnings. My short-list now is: $TTD $DAVE $RACE $LLY $FICO $SMCI $GRAB $PYPL $FTNT Which other companies should be on the list"  
[X Link](https://x.com/TacticzH/status/1954808859123433566) [@TacticzH](/creator/x/TacticzH) 2025-08-11T07:35Z 28.7K followers, 55.9K 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


"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 28.7K followers, 6714 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 28.7K followers, 6882 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


"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


"🚨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


"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


"🚨JUST IN - $NVO - Novo Nordisk about to cut 9000 roles🚨 But the big thing. They even further lowered their operating profit growth outlook to 4-10&. (this was already lowered to 10-16% earlier this year. Novo Nordisk announced a major restructuring to streamline operations speed up decision-making and focus resources on growth in diabetes and obesity. The plan includes cutting about 9000 jobs globally (5000 in Denmark) from its 78400 workforce. The move responds to rising demand growing competition in obesity treatments and rising complexity from rapid scaling. $NVO aims to reinvest savings"  
[X Link](https://x.com/TacticzH/status/1965648796357902589) [@TacticzH](/creator/x/TacticzH) 2025-09-10T05:29Z 28.7K followers, 125.6K 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


"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


"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, 1871 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, 1614 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


"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 28.7K followers, 29K 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 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 28.7K 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 28.7K 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 28.7K 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 28.7K 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 28.7K 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 28.7K followers, 8015 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 28.7K followers, 1106 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 28.7K followers, 131.8K 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


"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 28.7K followers, 8891 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


"🚨 $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


"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


"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


"@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


"@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 28.7K followers, 1637 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, 86.8K 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 28.7K followers, 1349 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 28.7K followers, 1330 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


"@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 28.7K followers, XXX 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, 92.9K 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, 3707 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, 2148 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


"$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, 7950 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, 4410 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, 32.2K 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 28.7K followers, XXX 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


"$NVO = Undervalued. Have a nice weekend. NFA"  
[X Link](https://x.com/TacticzH/status/1979288467646353579) [@TacticzH](/creator/x/TacticzH) 2025-10-17T20:48Z 28.7K followers, 20.7K engagements


"@JM_Investment0 @realroseceline @tadhelm Rose realised $DLO is still publicly traded probably"  
[X Link](https://x.com/TacticzH/status/1979433085654778257) [@TacticzH](/creator/x/TacticzH) 2025-10-18T06:23Z 28.7K followers, XXX engagements