[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.] #  @TheEUInvestor The European Investor The European Investor posts on X about $uber, $oscr, market cap, $lmnd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::42615116/interactions)  - X Week XXXXXX +234% - X Month XXXXXX +22% ### Mentions: XX [#](/creator/twitter::42615116/posts_active)  - X Month XXX -XX% ### Followers: XXXXX [#](/creator/twitter::42615116/followers)  - X Week XXXXX +11% - X Month XXXXX +63% ### CreatorRank: XXXXXXX [#](/creator/twitter::42615116/influencer_rank)  ### Social Influence [#](/creator/twitter::42615116/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) **Social topic influence** [$uber](/topic/$uber), [$oscr](/topic/$oscr) #44, [market cap](/topic/market-cap), [$lmnd](/topic/$lmnd), [hims](/topic/hims), [$hims](/topic/$hims), [stocks](/topic/stocks), [autonomous](/topic/autonomous), [lvmh](/topic/lvmh), [insurance](/topic/insurance) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [The Root Network (ROOT)](/topic/$root) [Nike Inc (NKE)](/topic/$nke) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [VF Corp (VFC)](/topic/$vfc) [RAI Finance (SOFI)](/topic/$sofi) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Snap, Inc. (SNAP)](/topic/$snap) [Bull Market (BULL)](/topic/$bull) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [CVS Health Corp (CVS)](/topic/cvs) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Mario Coin (COIN)](/topic/$coin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Alibaba Group (BABA)](/topic/$baba) [Merit Circle (MC)](/topic/$mc) [Goldman Sachs (GS)](/topic/goldman-sachs) [ING Groep N.V. (ING)](/topic/ing-groep) ### Top Social Posts [#](/creator/twitter::42615116/posts) --- Top posts by engagements in the last XX hours "Burberry outperforming fashion peers over the last month: Burberry +31.79% $NKE +21.21% $ANF +19.80% BOSS +10.82% $VFC + XXXX% LVMH +4.46% Kering +2.57% The Burberry Festival campaign launched in June with new brand ambassadors such as #Seungmin definitely helped"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946600145199452180) 2025-07-19 15:56:55 UTC 1088 followers, 6254 engagements "My $OSCR deep-dive continues as we confront the elephant in the room: the impending changes to ACA subsidies I've uncovered four more compelling reasons why Oscar Health ($OSCR) is likely to thrive even as the landscape shifts due to the One Big Beautiful Bill Act (OBBBA). Let's dig inπ β ACA Subsidies Shift Dont Disappear When the enhanced ACA subsidies expire at the end of 2025 as per OBBBA the original ACA subsidy structure though less generous will stay in place. People with incomes above XXX% of the federal poverty level (FPL) would lose eligibility for subsidies and face much higher"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1942320510634717199) 2025-07-07 20:31:10 UTC 1086 followers, 29.2K engagements "@Couch_Investor Generating more FCF at XX% the market cap. $UBER YoY FCF is a thing of beauty"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946152772530774266) 2025-07-18 10:19:13 UTC 1058 followers, XXX engagements "$OSCR would have a $XXXX Trillion market cap if it traded at the same Price-to-Sales valuation as Palantir"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946150969378766984) 2025-07-18 10:12:03 UTC 1088 followers, 2883 engagements "The issue with $SNAP is that it cannot make a profit despite $5.5B in TTM revenues. Unacceptable in this space. That and SBC at over $1B per year. The opportunity lies in changing the management e.g. if an active investor were to come in NOT in revenue growth"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1944332540635943306) 2025-07-13 09:46:16 UTC 1088 followers, XXX engagements "$SOFI P/S = XXX $UPST P/S = XXX $BULL P/S = XXXX $CHYM P/S = XXX $WPLCF P/S = XXX $HOOD P/S = XXXX Still sticking with $SOFI"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1941090750831501797) 2025-07-04 11:04:33 UTC 1088 followers, 1954 engagements "@macaronicapital $GOOGL its the Waymo pilot testing"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946073533236273476) 2025-07-18 05:04:21 UTC 1036 followers, XX engagements "@Tech_Investor20 $OSCR Market Cap: $3.9B $HIMS Market Cap: $11.6B"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945881473308840177) 2025-07-17 16:21:10 UTC 1016 followers, XXX engagements "@Erifra2 By investing in $LMND you get to benefit from both"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946164620080668690) 2025-07-18 11:06:18 UTC 1025 followers, XX engagements "$HIMS: the lawsuit has arrived Levi & Korsinsky filed a class action lawsuit against Hims & Hers alleging that: X Hims was illegally promoting and selling fake versions of Wegovy which endangered patients. X This put Hims' partnership with Novo Nordisk $NVO at serious risk of being canceled (which it eventually did) X Because of these issues any positive statements Hims made about its business were misleading or unfounded. It concerns investors who suffered losses between April XX and June XX 2025. Lead Plaintiff Deadline β‘ August XX 2025"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1944777590234857799) 2025-07-14 15:14:44 UTC 1086 followers, 1009 engagements "Massive compliments to @weary_centurion for this phenomenal piece charting $OSCR CEO Mark Bertolini's remarkable career π A must read. Building on that Id like to share some insights into Mark Bertolinis Independent Director positions. In fact between his Aetna tenure until it was acquired by CVS Health in November 2018 and his appointment as co-CEO at Bridgewater Associates in January 2022 Mark Bertolini did not hold any operating executive roles but was engaged as a director for several companies where he still serves today: π Verizon Communications Inc.: Independent Director since 2015"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945340091691397356) 2025-07-16 04:29:55 UTC 1086 followers, 3088 engagements "If youre into high quality big moat businesses you should definitely look at stock exchange stocks: π Euronext NV π¦ Market Cap 15B XX% in X year π Deutsche Boerse AG π¦ Market Cap 54B XX% in X year π CME Group Inc. $CME Market Cap $102B XX% in X year π Intercontinenal Exchange Inc. $ICE Market Cap $100B XX% in X year π London Stock Exchange Group π¦ Market Cap 60B XX% in X year Add them to your watchlist and be patient to get them at better prices"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1925930134646759467) 2025-05-23 15:01:40 UTC 1033 followers, 2729 engagements "@_balaji_km @nuro @Uber $UBER WILL be one of the AV winners theres no doubt about it"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945845551494275345) 2025-07-17 13:58:26 UTC 1082 followers, XXX engagements "@HolySmokas The the MI350 they have the opportunity to close the gap on $NVDA. The MI400 as well next year particularly if they launch it before the Nvidias Rubin"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945945063785132194) 2025-07-17 20:33:51 UTC 1088 followers, 3063 engagements "@hollertotide Still less interest than Pet and Home which it will need to surpass at some point soon in terms of premiums to realize their 10x plan"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946233517274263653) 2025-07-18 15:40:04 UTC 1084 followers, XX engagements "Eutelsat Communications Europes Starlink is currently up XX% on news of a capital raise from France . Eutelsats OneWeb targets businesses and specialized sectors with customized solutions and professional support whereas Starlink focuses on residential and small businesses in rural areas offering a range of speed options and a DIY installation. OneWeb launches fewer satellites than Starlink but at a higher orbit which maximises their coverage capabilities whilst reducing the risk of space debris and mitigating concerns over orbital congestions and collisions"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1935993312655167574) 2025-06-20 09:29:09 UTC 1050 followers, XXX engagements "@MMoney642 $UBER will be one of the autonomous vehicle winners its inevitable"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945841246980681972) 2025-07-17 13:41:19 UTC 1027 followers, XXX engagements "Baidu's Apollo Go autonomous vehicle service is teaming up with $UBER This multi-year partnership will bring thousands of Apollo Go self-driving cars to the Uber platform globally (outside US/China). Look for initial deployments in Asia and the Middle East later this year including cities like Dubai and Abu Dhabi I said it before and Ill say it again $UBER WILL be one of the autonomous vehicle WINNERS"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945122865939873878) 2025-07-15 14:06:44 UTC 1088 followers, XXX engagements "@andycyau $ROOT is also attractively valued relative to its Insurtech peers"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1943946208499716311) 2025-07-12 08:11:07 UTC 1022 followers, XXX engagements "@EndicottInvests Wow incredible piece ππ Im most excited by the at home testing kits it will be a game changer and theres scope for $HIMS to grow the market while taking a big share of the at home testing subset of the overall market"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946166872182776196) 2025-07-18 11:15:15 UTC 1086 followers, XXX engagements "$UBER is more exposed to the global future of mobility than $TSLA. Period. π Uber owns a XX% stake in Grab Southeast Asias leading ride-hailing and delivery platform. π Its XX% stake in Didi Global $DIDIY gives Uber a foothold in the Chinese mobility market π It recently invested $XXX million in WeRide (China) a leading Chinese autonomous driving robotaxi company. π» It sold its self driving unit to Aurora Innovation $AUR in which it holds a XX% stake. Self-driving freight trucks anyone π It acquired a stake in Joby Aviation maker of electric vertical takeoff and landing (eVTOL) aircraft"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1928536907094360099) 2025-05-30 19:40:03 UTC 1032 followers, XXX engagements "@NewcomerInvest A core component of a solid diversified portfolio beyond high growth tech stocks"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946158097472340062) 2025-07-18 10:40:22 UTC 1080 followers, XX engagements "@TeleHInvesting $LYFT is attractively priced though $UBER is my pick in this space. Long term its more likely to win in the autonomous vehicle space than $LYFT due to scale alone if nothing else"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946077980167446784) 2025-07-18 05:22:01 UTC 1031 followers, XXX engagements "Americans now spend more on health care than groceries or housing. $HIMS to benefit as consumers seek more cost-effective and convenient alternatives. $OSCR to benefit from the change in how healthcare is funded (e.g. reduction in Medicaid growth of ICHRAs)"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945726555059036202) 2025-07-17 06:05:35 UTC 1088 followers, XXX engagements "$PYPL topping the iOS Finance App charts. Notable mentions: π±Venmo #3 π±Chime $CHYM #10 π±Coinbase $COIN #19 π±Robinhood $HOOD #21 π±SoFi $SOFI #26 No Insurtechs in the Top XX $LMND $ROOT $HIPO. But lets get back to the main point $PYPL is killing it"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1942907224902316133) 2025-07-09 11:22:34 UTC 1088 followers, XXX engagements "@CompoundinGirl Strong economic growth numbers coming out of china pushing up many Chinese stocks including $BABA"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945235723948286167) 2025-07-15 21:35:11 UTC XXX followers, 1000 engagements "Following the $ASML earnings call my key takeaways are that: β Withdrawal of growth confirmation in 2026 is due to macroeconomic and geopolitical considerations (incl. tariffs) β Going into 2026 they are still preparing for growth because AI customer fundamentals remain strong. β The 2025 overall margin guidance of XX% is lower than H1 average due to mix less high margin upgrade business and more dilutive effects from High-NA β They expect delivery of strong productivity to their customers for the next few years at least as they continue mature their technology platforms. β‘ In conclusion for"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945491253568614451) 2025-07-16 14:30:34 UTC 1088 followers, 1078 engagements "Goldman Sachs updated its European Conviction List today adding: β LVMH (EPA: $LVMH) β ING Groep (AS: $INGA) β Atlas Copco (ST: $ATCOa) Happy to see LVMH $MC getting some love from analysts lately"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1940111904204366087) 2025-07-01 18:14:58 UTC 1022 followers, 1246 engagements "Fresh insights into the $LMND tech stack from Shai Wininger on LoCo their low-code core insurance system (LoCo). Heres my attempt to explain the techπ β‘ LoCo the Heart provides the flexible configurable framework for insurance product logic rules and workflows which Blender then executes and automates in day-to-day operations. β‘ Blender the Brain is the back-end operations platform that uses the configurations and business logic defined in LoCo to process claims underwriting fraud detection and customer interactions seamlessly. β‘ Integrating these two decoupled systems allows Lemonade to"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1942623613191901639) 2025-07-08 16:35:36 UTC XXX followers, 2223 engagements "@joecarlsonshow + Android + Quantum and OS for Robotics moonshots + its large equity portfolio"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945231978598396251) 2025-07-15 21:20:19 UTC XXX followers, XXX engagements "Great day for fashion stocks: Burberry +9.87% $ANF +6.54% Kering +5.59% LVMH +5.50% $VFC + XXXX% $NKE +3.42% $LULU +3.17% What moves are you making π"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1940160264424550710) 2025-07-01 21:27:08 UTC 1011 followers, 11K engagements "@TeleHInvesting For sure $LYFT is an investment to be considered given its fundamentals and valuation"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1946101316398330150) 2025-07-18 06:54:45 UTC 1028 followers, XX engagements "@macaronicapital So many different players getting into the game. The need for a platform like $UBER becomes more certain with every new partnership"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945875609814470717) 2025-07-17 15:57:52 UTC 1011 followers, XX engagements "ππ¨ $LMND vs. $ROOT: Unpacking the Telematics Difference for Investors Car insurance is a huge focus for both Lemonade and Root (who is pure car) but Lemonades telematics solution stands out for me. Here's why π π Continuous Optimization vs. Upfront Gatekeeper While Root requires a "test drive" to even get a quote Lemonade Car's telematics is an ongoing optimization tool. It provides an immediate quote then driving data refines the premium over time and unlocks perks fostering long-term engagement. Roots test drive is an extra point of friction. π Clear Per-Mile Pricing Lemonade Car"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1943955481363722322) 2025-07-12 08:47:58 UTC 1084 followers, 1909 engagements "@Mr_Derivatives $ASML sell-off yesterday was an overreaction"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1945768090282705193) 2025-07-17 08:50:38 UTC 1029 followers, XXX engagements "Still cant get over the fact that Celsius $CELH acquired Alani Nu for only XXX P/S β‘ $MSTR Monster Energy P/S is X β‘ $KO Coca Cola P/S is XXX β‘ $CELH P/S was XXX (pre-Alani low) And thats not even taking into account Alani Nus much higher growth rate π€― Without this shrewd purchase $CELH would be trading much lower"  [@TheEUInvestor](/creator/x/TheEUInvestor) on [X](/post/tweet/1932014500032487698) 2025-06-09 09:58:46 UTC 1001 followers, 1838 engagements
[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.]
The European Investor posts on X about $uber, $oscr, market cap, $lmnd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance stocks technology brands cryptocurrencies countries luxury brands fashion brands exchanges travel destinations social networks
Social topic influence $uber, $oscr #44, market cap, $lmnd, hims, $hims, stocks, autonomous, lvmh, insurance
Top assets mentioned Uber Technologies, Inc. (UBER) Oscar Health, Inc. (OSCR) Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) The Root Network (ROOT) Nike Inc (NKE) Abercrombie & Fitch Co. (ANF) VF Corp (VFC) RAI Finance (SOFI) Chime Financial, Inc. Class A Common Stock (CHYM) Robinhood Markets, Inc. (HOOD) Lyft, Inc. Class A Common Stock (LYFT) Snap, Inc. (SNAP) Bull Market (BULL) Upstart Holdings, Inc. Common stock (UPST) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) CVS Health Corp (CVS) CME Group Inc (CME) Decentral Games ICE (ICE) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Mario Coin (COIN) PayPal Holdings Inc (PYPL) Coinbase Global, Inc. (COIN) Alibaba Group (BABA) Merit Circle (MC) Goldman Sachs (GS) ING Groep N.V. (ING)
Top posts by engagements in the last XX hours
"Burberry outperforming fashion peers over the last month: Burberry +31.79% $NKE +21.21% $ANF +19.80% BOSS +10.82% $VFC + XXXX% LVMH +4.46% Kering +2.57% The Burberry Festival campaign launched in June with new brand ambassadors such as #Seungmin definitely helped" @TheEUInvestor on X 2025-07-19 15:56:55 UTC 1088 followers, 6254 engagements
"My $OSCR deep-dive continues as we confront the elephant in the room: the impending changes to ACA subsidies I've uncovered four more compelling reasons why Oscar Health ($OSCR) is likely to thrive even as the landscape shifts due to the One Big Beautiful Bill Act (OBBBA). Let's dig inπ β
ACA Subsidies Shift Dont Disappear When the enhanced ACA subsidies expire at the end of 2025 as per OBBBA the original ACA subsidy structure though less generous will stay in place. People with incomes above XXX% of the federal poverty level (FPL) would lose eligibility for subsidies and face much higher" @TheEUInvestor on X 2025-07-07 20:31:10 UTC 1086 followers, 29.2K engagements
"@Couch_Investor Generating more FCF at XX% the market cap. $UBER YoY FCF is a thing of beauty" @TheEUInvestor on X 2025-07-18 10:19:13 UTC 1058 followers, XXX engagements
"$OSCR would have a $XXXX Trillion market cap if it traded at the same Price-to-Sales valuation as Palantir" @TheEUInvestor on X 2025-07-18 10:12:03 UTC 1088 followers, 2883 engagements
"The issue with $SNAP is that it cannot make a profit despite $5.5B in TTM revenues. Unacceptable in this space. That and SBC at over $1B per year. The opportunity lies in changing the management e.g. if an active investor were to come in NOT in revenue growth" @TheEUInvestor on X 2025-07-13 09:46:16 UTC 1088 followers, XXX engagements
"$SOFI P/S = XXX $UPST P/S = XXX $BULL P/S = XXXX $CHYM P/S = XXX $WPLCF P/S = XXX $HOOD P/S = XXXX Still sticking with $SOFI" @TheEUInvestor on X 2025-07-04 11:04:33 UTC 1088 followers, 1954 engagements
"@macaronicapital $GOOGL its the Waymo pilot testing" @TheEUInvestor on X 2025-07-18 05:04:21 UTC 1036 followers, XX engagements
"@Tech_Investor20 $OSCR Market Cap: $3.9B $HIMS Market Cap: $11.6B" @TheEUInvestor on X 2025-07-17 16:21:10 UTC 1016 followers, XXX engagements
"@Erifra2 By investing in $LMND you get to benefit from both" @TheEUInvestor on X 2025-07-18 11:06:18 UTC 1025 followers, XX engagements
"$HIMS: the lawsuit has arrived Levi & Korsinsky filed a class action lawsuit against Hims & Hers alleging that: X Hims was illegally promoting and selling fake versions of Wegovy which endangered patients. X This put Hims' partnership with Novo Nordisk $NVO at serious risk of being canceled (which it eventually did) X Because of these issues any positive statements Hims made about its business were misleading or unfounded. It concerns investors who suffered losses between April XX and June XX 2025. Lead Plaintiff Deadline β‘ August XX 2025" @TheEUInvestor on X 2025-07-14 15:14:44 UTC 1086 followers, 1009 engagements
"Massive compliments to @weary_centurion for this phenomenal piece charting $OSCR CEO Mark Bertolini's remarkable career π A must read. Building on that Id like to share some insights into Mark Bertolinis Independent Director positions. In fact between his Aetna tenure until it was acquired by CVS Health in November 2018 and his appointment as co-CEO at Bridgewater Associates in January 2022 Mark Bertolini did not hold any operating executive roles but was engaged as a director for several companies where he still serves today: π Verizon Communications Inc.: Independent Director since 2015" @TheEUInvestor on X 2025-07-16 04:29:55 UTC 1086 followers, 3088 engagements
"If youre into high quality big moat businesses you should definitely look at stock exchange stocks: π Euronext NV π¦ Market Cap 15B XX% in X year π Deutsche Boerse AG π¦ Market Cap 54B XX% in X year π CME Group Inc. $CME Market Cap $102B XX% in X year π Intercontinenal Exchange Inc. $ICE Market Cap $100B XX% in X year π London Stock Exchange Group π¦ Market Cap 60B XX% in X year Add them to your watchlist and be patient to get them at better prices" @TheEUInvestor on X 2025-05-23 15:01:40 UTC 1033 followers, 2729 engagements
"@_balaji_km @nuro @Uber $UBER WILL be one of the AV winners theres no doubt about it" @TheEUInvestor on X 2025-07-17 13:58:26 UTC 1082 followers, XXX engagements
"@HolySmokas The the MI350 they have the opportunity to close the gap on $NVDA. The MI400 as well next year particularly if they launch it before the Nvidias Rubin" @TheEUInvestor on X 2025-07-17 20:33:51 UTC 1088 followers, 3063 engagements
"@hollertotide Still less interest than Pet and Home which it will need to surpass at some point soon in terms of premiums to realize their 10x plan" @TheEUInvestor on X 2025-07-18 15:40:04 UTC 1084 followers, XX engagements
"Eutelsat Communications Europes Starlink is currently up XX% on news of a capital raise from France . Eutelsats OneWeb targets businesses and specialized sectors with customized solutions and professional support whereas Starlink focuses on residential and small businesses in rural areas offering a range of speed options and a DIY installation. OneWeb launches fewer satellites than Starlink but at a higher orbit which maximises their coverage capabilities whilst reducing the risk of space debris and mitigating concerns over orbital congestions and collisions" @TheEUInvestor on X 2025-06-20 09:29:09 UTC 1050 followers, XXX engagements
"@MMoney642 $UBER will be one of the autonomous vehicle winners its inevitable" @TheEUInvestor on X 2025-07-17 13:41:19 UTC 1027 followers, XXX engagements
"Baidu's Apollo Go autonomous vehicle service is teaming up with $UBER This multi-year partnership will bring thousands of Apollo Go self-driving cars to the Uber platform globally (outside US/China). Look for initial deployments in Asia and the Middle East later this year including cities like Dubai and Abu Dhabi I said it before and Ill say it again $UBER WILL be one of the autonomous vehicle WINNERS" @TheEUInvestor on X 2025-07-15 14:06:44 UTC 1088 followers, XXX engagements
"@andycyau $ROOT is also attractively valued relative to its Insurtech peers" @TheEUInvestor on X 2025-07-12 08:11:07 UTC 1022 followers, XXX engagements
"@EndicottInvests Wow incredible piece ππ Im most excited by the at home testing kits it will be a game changer and theres scope for $HIMS to grow the market while taking a big share of the at home testing subset of the overall market" @TheEUInvestor on X 2025-07-18 11:15:15 UTC 1086 followers, XXX engagements
"$UBER is more exposed to the global future of mobility than $TSLA. Period. π Uber owns a XX% stake in Grab Southeast Asias leading ride-hailing and delivery platform. π Its XX% stake in Didi Global $DIDIY gives Uber a foothold in the Chinese mobility market π It recently invested $XXX million in WeRide (China) a leading Chinese autonomous driving robotaxi company. π» It sold its self driving unit to Aurora Innovation $AUR in which it holds a XX% stake. Self-driving freight trucks anyone π It acquired a stake in Joby Aviation maker of electric vertical takeoff and landing (eVTOL) aircraft" @TheEUInvestor on X 2025-05-30 19:40:03 UTC 1032 followers, XXX engagements
"@NewcomerInvest A core component of a solid diversified portfolio beyond high growth tech stocks" @TheEUInvestor on X 2025-07-18 10:40:22 UTC 1080 followers, XX engagements
"@TeleHInvesting $LYFT is attractively priced though $UBER is my pick in this space. Long term its more likely to win in the autonomous vehicle space than $LYFT due to scale alone if nothing else" @TheEUInvestor on X 2025-07-18 05:22:01 UTC 1031 followers, XXX engagements
"Americans now spend more on health care than groceries or housing. $HIMS to benefit as consumers seek more cost-effective and convenient alternatives. $OSCR to benefit from the change in how healthcare is funded (e.g. reduction in Medicaid growth of ICHRAs)" @TheEUInvestor on X 2025-07-17 06:05:35 UTC 1088 followers, XXX engagements
"$PYPL topping the iOS Finance App charts. Notable mentions: π±Venmo #3 π±Chime $CHYM #10 π±Coinbase $COIN #19 π±Robinhood $HOOD #21 π±SoFi $SOFI #26 No Insurtechs in the Top XX $LMND $ROOT $HIPO. But lets get back to the main point $PYPL is killing it" @TheEUInvestor on X 2025-07-09 11:22:34 UTC 1088 followers, XXX engagements
"@CompoundinGirl Strong economic growth numbers coming out of china pushing up many Chinese stocks including $BABA" @TheEUInvestor on X 2025-07-15 21:35:11 UTC XXX followers, 1000 engagements
"Following the $ASML earnings call my key takeaways are that: β
Withdrawal of growth confirmation in 2026 is due to macroeconomic and geopolitical considerations (incl. tariffs) β
Going into 2026 they are still preparing for growth because AI customer fundamentals remain strong. β
The 2025 overall margin guidance of XX% is lower than H1 average due to mix less high margin upgrade business and more dilutive effects from High-NA β
They expect delivery of strong productivity to their customers for the next few years at least as they continue mature their technology platforms. β‘ In conclusion for" @TheEUInvestor on X 2025-07-16 14:30:34 UTC 1088 followers, 1078 engagements
"Goldman Sachs updated its European Conviction List today adding: β
LVMH (EPA: $LVMH) β
ING Groep (AS: $INGA) β
Atlas Copco (ST: $ATCOa) Happy to see LVMH $MC getting some love from analysts lately" @TheEUInvestor on X 2025-07-01 18:14:58 UTC 1022 followers, 1246 engagements
"Fresh insights into the $LMND tech stack from Shai Wininger on LoCo their low-code core insurance system (LoCo). Heres my attempt to explain the techπ β‘ LoCo the Heart provides the flexible configurable framework for insurance product logic rules and workflows which Blender then executes and automates in day-to-day operations. β‘ Blender the Brain is the back-end operations platform that uses the configurations and business logic defined in LoCo to process claims underwriting fraud detection and customer interactions seamlessly. β‘ Integrating these two decoupled systems allows Lemonade to" @TheEUInvestor on X 2025-07-08 16:35:36 UTC XXX followers, 2223 engagements
"@joecarlsonshow + Android + Quantum and OS for Robotics moonshots + its large equity portfolio" @TheEUInvestor on X 2025-07-15 21:20:19 UTC XXX followers, XXX engagements
"Great day for fashion stocks: Burberry +9.87% $ANF +6.54% Kering +5.59% LVMH +5.50% $VFC + XXXX% $NKE +3.42% $LULU +3.17% What moves are you making π" @TheEUInvestor on X 2025-07-01 21:27:08 UTC 1011 followers, 11K engagements
"@TeleHInvesting For sure $LYFT is an investment to be considered given its fundamentals and valuation" @TheEUInvestor on X 2025-07-18 06:54:45 UTC 1028 followers, XX engagements
"@macaronicapital So many different players getting into the game. The need for a platform like $UBER becomes more certain with every new partnership" @TheEUInvestor on X 2025-07-17 15:57:52 UTC 1011 followers, XX engagements
"ππ¨ $LMND vs. $ROOT: Unpacking the Telematics Difference for Investors Car insurance is a huge focus for both Lemonade and Root (who is pure car) but Lemonades telematics solution stands out for me. Here's why π π Continuous Optimization vs. Upfront Gatekeeper While Root requires a "test drive" to even get a quote Lemonade Car's telematics is an ongoing optimization tool. It provides an immediate quote then driving data refines the premium over time and unlocks perks fostering long-term engagement. Roots test drive is an extra point of friction. π Clear Per-Mile Pricing Lemonade Car" @TheEUInvestor on X 2025-07-12 08:47:58 UTC 1084 followers, 1909 engagements
"@Mr_Derivatives $ASML sell-off yesterday was an overreaction" @TheEUInvestor on X 2025-07-17 08:50:38 UTC 1029 followers, XXX engagements
"Still cant get over the fact that Celsius $CELH acquired Alani Nu for only XXX P/S β‘ $MSTR Monster Energy P/S is X β‘ $KO Coca Cola P/S is XXX β‘ $CELH P/S was XXX (pre-Alani low) And thats not even taking into account Alani Nus much higher growth rate π€― Without this shrewd purchase $CELH would be trading much lower" @TheEUInvestor on X 2025-06-09 09:58:46 UTC 1001 followers, 1838 engagements
/creator/x::TheEUInvestor