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#  @WTCM3 WTCM
There are no recent news or social posts specifically about WTCM. As a result, there is no information available to summarize.
### Engagements: XXXXX [#](/creator/twitter::1081240896975204352/interactions)

- X Week XXXXXX +71%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +11%
- X Year XXXXXXXXX -XX%
### Mentions: XX [#](/creator/twitter::1081240896975204352/posts_active)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +19%
- X Year XXX +25%
### Followers: XXXXXX [#](/creator/twitter::1081240896975204352/followers)

- X Week XXXXXX +0.26%
- X Month XXXXXX +2.20%
- X Months XXXXXX +5.50%
- X Year XXXXXX +11%
### CreatorRank: XXXXXXX [#](/creator/twitter::1081240896975204352/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #3064 [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [fashion brands](/list/fashion-brands) XXXX%
**Social topic influence**
[$or](/topic/$or) #1, [ai](/topic/ai) 5.63%, [level](/topic/level) 5.63%, [$wise](/topic/$wise) 5.63%, [wise](/topic/wise) 5.63%, [$tw](/topic/$tw) #5, [$mc](/topic/$mc) #1, [$adyen](/topic/$adyen) 4.23%, [$relx](/topic/$relx) 4.23%, [$pcor](/topic/$pcor) XXXX%
**Top accounts mentioned or mentioned by**
[@inpractise](/creator/undefined) [@vince85623723](/creator/undefined)
**Top assets mentioned**
[Osisko Gold Royalties Ltd (OR)](/topic/$or) [Wise (WISE)](/topic/$wise) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Merit Circle (MC)](/topic/$mc) [RELX PLC (RELX)](/topic/$relx) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Newmont Corporation (NEM)](/topic/$nem) [Autodesk Inc (ADSK)](/topic/$adsk) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Elcoin (EL)](/topic/$el) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Ferro (FER)](/topic/$fer) [General Electric Company (GE)](/topic/$ge) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Linde PLC (LIN)](/topic/$lin) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Sleepless AI (AI)](/topic/$ai) [Measurable Data Token (MDT)](/topic/$mdt) [Cooper Companies, Inc. (COO)](/topic/$coo) [Hologic, Inc. (HOLX)](/topic/$holx) [Blackstone, Inc. (BX)](/topic/$bx) [aelf (ELF)](/topic/$elf) [Decentral Games ICE (ICE)](/topic/$ice) [CME Group Inc (CME)](/topic/$cme) [Sherwin-Williams Co (SHW)](/topic/$shw) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Bentley Systems, Inc. (BSY)](/topic/$bsy) [Robotics Intelligence (RI)](/topic/$ri) [Cipher (CPR)](/topic/$cpr) [AhaToken (AHT)](/topic/$aht) [United Rentals, Inc. (URI)](/topic/$uri) [Cognex, Corp. (CGNX)](/topic/$cgnx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [United Community Banks, Inc. (UCB)](/topic/$ucb) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [StandardAero, Inc. (SARO)](/topic/$saro) [retard to retired (R/R)](/topic/$rr) [Brunswick Corporation (BC)](/topic/$bc) [Witnet (WIT)](/topic/$wit) [Accenture (ACN)](/topic/$acn) [Cap (CAP)](/topic/$cap) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Watsco, Inc. (WSO)](/topic/$wso) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [SAP SE (SAP)](/topic/$sap)
### Top Social Posts
Top posts by engagements in the last XX hours
"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"
[X Link](https://x.com/WTCM3/status/1995926827735625990) 2025-12-02T18:43Z 13.3K followers, 2563 engagements
""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"
[X Link](https://x.com/WTCM3/status/1975289478240739527) 2025-10-06T19:58Z 13.3K followers, 2626 engagements
""Historically Deutsche Boerse's CMDs provide interesting entry points." $DB1"
[X Link](https://x.com/WTCM3/status/1991617193826742568) 2025-11-20T21:18Z 13.3K followers, 1873 engagements
""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"
[X Link](https://x.com/WTCM3/status/1992958389572542949) 2025-11-24T14:08Z 13.3K followers, 4328 engagements
"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"
[X Link](https://x.com/WTCM3/status/1996945539028471877) 2025-12-05T14:11Z 13.3K followers, 3520 engagements
"recent beauty transaction multiples $OR $GALD cc: $PUIG $EL $KER $ELF $MC $ITP"
[X Link](https://x.com/WTCM3/status/1998409052372521092) 2025-12-09T15:07Z 13.3K followers, 1426 engagements
"India paint growth + valuation (cc: $AKZO IN $APNT IN $BRGR IN $KNPL IN $PIDI IN)"
[X Link](https://x.com/WTCM3/status/1181936518602117122) 2019-10-09T14:16Z 13.3K followers, XX engagements
"on the $ADYEN competitive advantage"
[X Link](https://x.com/WTCM3/status/1674048079580876801) 2023-06-28T13:32Z 13.3K followers, 5271 engagements
"Rich Repetto: "innovation towards products that can trade electronically in shorter maturities I think is going to continue to bring higher volumes" $MKTX $TW $ICE $CME"
[X Link](https://x.com/WTCM3/status/1674751585052774402) 2023-06-30T12:07Z 13.3K followers, 5169 engagements
""demand for gen AI in legal services is likely to be high" $RELX $WKL"
[X Link](https://x.com/WTCM3/status/1759222042354680306) 2024-02-18T14:23Z 13.3K followers, 8106 engagements
"paints & coatings value share by company and region $SHW $PPG $AKZO $AXTA"
[X Link](https://x.com/WTCM3/status/1816150843756036466) 2024-07-24T16:37Z 13.3K followers, 6698 engagements
"five lessons from Erik Engstrm the "overachieving under-the-radar" $RELX CEO (TSR +18% p.a. since taking over in Nov 2009)"
[X Link](https://x.com/WTCM3/status/1858969942965854267) 2024-11-19T20:25Z 13.3K followers, 2128 engagements
"'engineering software' cons growth 25-27E $ADSK $PCOR $CDNS $BSY $NEM $DSY $SNPS"
[X Link](https://x.com/WTCM3/status/1925529352805994604) 2025-05-22T12:29Z 13.3K followers, 4833 engagements
"spirits Nielsen data remains brutal $DGE $RI $CPR"
[X Link](https://x.com/WTCM3/status/1928433292048474297) 2025-05-30T12:48Z 13.3K followers, 7043 engagements
"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"
[X Link](https://x.com/WTCM3/status/1943378728353947665) 2025-07-10T18:36Z 13.3K followers, 1966 engagements
""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"
[X Link](https://x.com/WTCM3/status/1963619639180579250) 2025-09-04T15:06Z 13.3K followers, 1660 engagements
"treasury volatility now lowest since 2021 $TW XX% off peak cc: $LSEG"
[X Link](https://x.com/WTCM3/status/1970144153485844681) 2025-09-22T15:12Z 13.3K followers, 1988 engagements
"Keyence CROCI/ROE decomp 2009-2029E"
[X Link](https://x.com/WTCM3/status/1970928786976989566) 2025-09-24T19:10Z 13.3K followers, 1727 engagements
"$CGNX CFO on Keyence $6861: "a Japanese company with a not very Japanese business model.""
[X Link](https://x.com/WTCM3/status/1971204359473201637) 2025-09-25T13:25Z 13.3K followers, 1615 engagements
"$MLTX brutal cc: $MRK $UCB"
[X Link](https://x.com/WTCM3/status/1973020951672734006) 2025-09-30T13:43Z 13.3K followers, 1429 engagements
"$V x $CRCL cc: $WISE"
[X Link](https://x.com/WTCM3/status/1973102710476935659) 2025-09-30T19:08Z 13.3K followers, 2362 engagements
"on $WISE vs. Stripe multi currency accounts"
[X Link](https://x.com/WTCM3/status/1974983532146794501) 2025-10-05T23:42Z 13.3K followers, 2168 engagements
""high degree of freedom to set prices." $FER"
[X Link](https://x.com/WTCM3/status/1979288507236364412) 2025-10-17T20:48Z 13.3K followers, 2841 engagements
"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"
[X Link](https://x.com/WTCM3/status/1982799734331904338) 2025-10-27T13:21Z 13.3K followers, 4637 engagements
""our Prime data suggests HFs Luxury positioning has actually become more cautious with a Long/Short ratio that sits close to all-time lows (and that should be seen in the context EU Consumer Discretionary weighting which is now at the lowest level since 2017)" $MC $BC $RMS"
[X Link](https://x.com/WTCM3/status/1986139253374374240) 2025-11-05T18:31Z 13.3K followers, 1931 engagements
"JEF on $WISE debates (other than stablecoin-related): "investors appear worried of de-rating post U.S. listing.""
[X Link](https://x.com/WTCM3/status/1986157554724986954) 2025-11-05T19:43Z 13.3K followers, 4305 engagements
""AI clarifies what customers are actually paying for." $ACN $WIT $TCS $CAP"
[X Link](https://x.com/WTCM3/status/1987658697653264435) 2025-11-09T23:08Z 13.3K followers, 2071 engagements
"re: tools switching costs at $TSM cc: $KLAC $ONTO"
[X Link](https://x.com/WTCM3/status/1987995280755880223) 2025-11-10T21:26Z 13.3K followers, 3100 engagements
"Beijer Ref N. America vs. Watsco $BEIJB $WSO"
[X Link](https://x.com/WTCM3/status/1988352306103140590) 2025-11-11T21:05Z 13.3K followers, 3732 engagements
"$WISE monthly downloads & MAUs 2021-today"
[X Link](https://x.com/WTCM3/status/1989027514040381892) 2025-11-13T17:48Z 13.3K followers, 3921 engagements
"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"
[X Link](https://x.com/WTCM3/status/1989088409428873322) 2025-11-13T21:50Z 13.3K followers, 2633 engagements
"$SAP CFO on the 2-5x revenue uplift from on-prem to cloud migration"
[X Link](https://x.com/WTCM3/status/1989324153481023894) 2025-11-14T13:26Z 13.3K followers, 2323 engagements
"estimated EDA sales per user $SNPS $CDNS $SIE"
[X Link](https://x.com/WTCM3/status/1991149315792748546) 2025-11-19T14:19Z 13.3K followers, 2432 engagements
""Hainan duty free sell-out was +13% YoY in October suggesting the positive growth in Sept (+3% & the first positive in XX months) has strongly accelerated" $OR $MC"
[X Link](https://x.com/WTCM3/status/1991945001362915690) 2025-11-21T19:01Z 13.3K followers, 5200 engagements
"chemical industry ROIC at lowest level in XX years cc: $IMCD"
[X Link](https://x.com/WTCM3/status/1993061616448160034) 2025-11-24T20:58Z 13.3K followers, 6406 engagements
"L'Oreal $OR portfolio diversification across price & use case"
[X Link](https://x.com/WTCM3/status/1993737556689596839) 2025-11-26T17:44Z 13.3K followers, 1870 engagements
"Thermo former: "as Danaher moves deeper into life sciences they lose many of the benefits of DBS." $DHR $TMO via @_inpractise"
[X Link](https://x.com/WTCM3/status/1995437368212623699) 2025-12-01T10:18Z 13.3K followers, 5830 engagements
"current top five U.S. industrials topics $CAT $DE $CMI $WM $J"
[X Link](https://x.com/WTCM3/status/1995856020703510986) 2025-12-02T14:02Z 13.3K followers, 4588 engagements
"Beauty is more important than ever said Hieronimus. It is there to provide people with self-esteem transformation its one of the few categories that systematically grows at the global level higher than the GDP. $OR"
[X Link](https://x.com/WTCM3/status/1995887585068286418) 2025-12-02T16:07Z 13.3K followers, 1582 engagements
"Smurfit WestRock $SW LTM demand evolution"
[X Link](https://x.com/WTCM3/status/1995923962031702196) 2025-12-02T18:32Z 13.3K followers, 1618 engagements
"$ADYEN volume growth vs. weighted average growth of top XX listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"
[X Link](https://x.com/WTCM3/status/1995931599121383458) 2025-12-02T19:02Z 13.3K followers, 2456 engagements
"on L'Oral $OR capital allocation cc: $NESN $GALD $KER $SAN"
[X Link](https://x.com/WTCM3/status/1996234312488714742) 2025-12-03T15:05Z 13.3K followers, 1287 engagements
"L'Oral U.S. acquistions over past 30y now represent half of geo sales $OR"
[X Link](https://x.com/WTCM3/status/1996590165247005145) 2025-12-04T14:39Z 13.3K followers, 1825 engagements
"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"
[X Link](https://x.com/WTCM3/status/1797258184597324111) 2024-06-02T13:25Z 13.3K followers, 10.9K engagements
"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"
[X Link](https://x.com/WTCM3/status/1986089822407033012) 2025-11-05T15:14Z 13.3K followers, 3536 engagements
"L'Oral China evolution YTD $OR $EL $PUIG $BABA"
[X Link](https://x.com/WTCM3/status/1988327639795515558) 2025-11-11T19:27Z 13.3K followers, 2550 engagements
"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"
[X Link](https://x.com/WTCM3/status/1993698873169064212) 2025-11-26T15:10Z 13.3K followers, 1965 engagements
"which one is wrong $TRI cc: $RELX"
[X Link](https://x.com/WTCM3/status/1996385458947854714) 2025-12-04T01:05Z 13.3K followers, 3711 engagements
""We forecast a XX% EBITDA CAGR for XXX ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by XX% for 26E and we expect its pricing power to remain considerable with tariff hikes at XX% p.a. over 27-29E" $FER"
[X Link](https://x.com/WTCM3/status/1998412631254634562) 2025-12-09T15:21Z 13.3K followers, 5093 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.]
@WTCM3 WTCMThere are no recent news or social posts specifically about WTCM. As a result, there is no information available to summarize.
Social category influence stocks XXXXX% cryptocurrencies #3064 technology brands XXXXX% countries XXXX% finance XXXX% fashion brands XXXX%
Social topic influence $or #1, ai 5.63%, level 5.63%, $wise 5.63%, wise 5.63%, $tw #5, $mc #1, $adyen 4.23%, $relx 4.23%, $pcor XXXX%
Top accounts mentioned or mentioned by @inpractise @vince85623723
Top assets mentioned Osisko Gold Royalties Ltd (OR) Wise (WISE) Tradeweb Markets Inc. Class A Common Stock (TW) Merit Circle (MC) RELX PLC (RELX) Procore Technologies, Inc. (PCOR) Newmont Corporation (NEM) Autodesk Inc (ADSK) MarketAxess Holdings Inc. (MKTX) Elcoin (EL) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) Ferro (FER) General Electric Company (GE) Raytheon Technologies Corp (RTX) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) Sleepless AI (AI) Measurable Data Token (MDT) Cooper Companies, Inc. (COO) Hologic, Inc. (HOLX) Blackstone, Inc. (BX) aelf (ELF) Decentral Games ICE (ICE) CME Group Inc (CME) Sherwin-Williams Co (SHW) Axalta Coating Systems Ltd. (AXTA) PPG Industries, Inc. (PPG) Bentley Systems, Inc. (BSY) Robotics Intelligence (RI) Cipher (CPR) AhaToken (AHT) United Rentals, Inc. (URI) Cognex, Corp. (CGNX) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Merck & Co., Inc. (MRK) United Community Banks, Inc. (UCB) Circle Internet Group, Inc. (CRCL) StandardAero, Inc. (SARO) retard to retired (R/R) Brunswick Corporation (BC) Witnet (WIT) Accenture (ACN) Cap (CAP) Taiwan Semiconductor (TSM) KLA Corp (KLAC) Onto Innovation Inc. (ONTO) Watsco, Inc. (WSO) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) SAP SE (SAP)
Top posts by engagements in the last XX hours
"on Nemetschek thesis $NEM GY cc: $ADSK $PCOR"
X Link 2025-12-02T18:43Z 13.3K followers, 2563 engagements
""electronification seems to have generally slowed which in addition to other factors has resulted in $TW and $MKTX trading at the lowest multiples in many years" cc: $LSEG"
X Link 2025-10-06T19:58Z 13.3K followers, 2626 engagements
""Historically Deutsche Boerse's CMDs provide interesting entry points." $DB1"
X Link 2025-11-20T21:18Z 13.3K followers, 1873 engagements
""we are in the middle of the deepest global manufacturing slump since WW II. despite this Air Liquide and its peers (Air Products Linde) are demonstrating LSD-MSD% organic revenue and MSD-HSD% EBIT growth" $LIN $APD $AI"
X Link 2025-11-24T14:08Z 13.3K followers, 4328 engagements
"on 15-17x NTM P/E 'floor' for medtech assets $MDT $HOLX $COO cc: $BX"
X Link 2025-12-05T14:11Z 13.3K followers, 3520 engagements
"recent beauty transaction multiples $OR $GALD cc: $PUIG $EL $KER $ELF $MC $ITP"
X Link 2025-12-09T15:07Z 13.3K followers, 1426 engagements
"India paint growth + valuation (cc: $AKZO IN $APNT IN $BRGR IN $KNPL IN $PIDI IN)"
X Link 2019-10-09T14:16Z 13.3K followers, XX engagements
"on the $ADYEN competitive advantage"
X Link 2023-06-28T13:32Z 13.3K followers, 5271 engagements
"Rich Repetto: "innovation towards products that can trade electronically in shorter maturities I think is going to continue to bring higher volumes" $MKTX $TW $ICE $CME"
X Link 2023-06-30T12:07Z 13.3K followers, 5169 engagements
""demand for gen AI in legal services is likely to be high" $RELX $WKL"
X Link 2024-02-18T14:23Z 13.3K followers, 8106 engagements
"paints & coatings value share by company and region $SHW $PPG $AKZO $AXTA"
X Link 2024-07-24T16:37Z 13.3K followers, 6698 engagements
"five lessons from Erik Engstrm the "overachieving under-the-radar" $RELX CEO (TSR +18% p.a. since taking over in Nov 2009)"
X Link 2024-11-19T20:25Z 13.3K followers, 2128 engagements
"'engineering software' cons growth 25-27E $ADSK $PCOR $CDNS $BSY $NEM $DSY $SNPS"
X Link 2025-05-22T12:29Z 13.3K followers, 4833 engagements
"spirits Nielsen data remains brutal $DGE $RI $CPR"
X Link 2025-05-30T12:48Z 13.3K followers, 7043 engagements
"on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO"
X Link 2025-07-10T18:36Z 13.3K followers, 1966 engagements
""The DMI is +36% vs. YE24 and if you exclude the small fractions of data centers that are in that $500MM range you're still +26%. So that just underpins the level of demand that's out there and we look forward to seeing those projects & planning progress to starts." $AHT $URI"
X Link 2025-09-04T15:06Z 13.3K followers, 1660 engagements
"treasury volatility now lowest since 2021 $TW XX% off peak cc: $LSEG"
X Link 2025-09-22T15:12Z 13.3K followers, 1988 engagements
"Keyence CROCI/ROE decomp 2009-2029E"
X Link 2025-09-24T19:10Z 13.3K followers, 1727 engagements
"$CGNX CFO on Keyence $6861: "a Japanese company with a not very Japanese business model.""
X Link 2025-09-25T13:25Z 13.3K followers, 1615 engagements
"$MLTX brutal cc: $MRK $UCB"
X Link 2025-09-30T13:43Z 13.3K followers, 1429 engagements
"$V x $CRCL cc: $WISE"
X Link 2025-09-30T19:08Z 13.3K followers, 2362 engagements
"on $WISE vs. Stripe multi currency accounts"
X Link 2025-10-05T23:42Z 13.3K followers, 2168 engagements
""high degree of freedom to set prices." $FER"
X Link 2025-10-17T20:48Z 13.3K followers, 2841 engagements
"$SARO engine platforms by lifecycle stage cc: $GE $SAF $RTX $MTX $RR"
X Link 2025-10-27T13:21Z 13.3K followers, 4637 engagements
""our Prime data suggests HFs Luxury positioning has actually become more cautious with a Long/Short ratio that sits close to all-time lows (and that should be seen in the context EU Consumer Discretionary weighting which is now at the lowest level since 2017)" $MC $BC $RMS"
X Link 2025-11-05T18:31Z 13.3K followers, 1931 engagements
"JEF on $WISE debates (other than stablecoin-related): "investors appear worried of de-rating post U.S. listing.""
X Link 2025-11-05T19:43Z 13.3K followers, 4305 engagements
""AI clarifies what customers are actually paying for." $ACN $WIT $TCS $CAP"
X Link 2025-11-09T23:08Z 13.3K followers, 2071 engagements
"re: tools switching costs at $TSM cc: $KLAC $ONTO"
X Link 2025-11-10T21:26Z 13.3K followers, 3100 engagements
"Beijer Ref N. America vs. Watsco $BEIJB $WSO"
X Link 2025-11-11T21:05Z 13.3K followers, 3732 engagements
"$WISE monthly downloads & MAUs 2021-today"
X Link 2025-11-13T17:48Z 13.3K followers, 3921 engagements
"$ADYEN on agentic commerce cc: $GOOGL $V $MA $AAPL"
X Link 2025-11-13T21:50Z 13.3K followers, 2633 engagements
"$SAP CFO on the 2-5x revenue uplift from on-prem to cloud migration"
X Link 2025-11-14T13:26Z 13.3K followers, 2323 engagements
"estimated EDA sales per user $SNPS $CDNS $SIE"
X Link 2025-11-19T14:19Z 13.3K followers, 2432 engagements
""Hainan duty free sell-out was +13% YoY in October suggesting the positive growth in Sept (+3% & the first positive in XX months) has strongly accelerated" $OR $MC"
X Link 2025-11-21T19:01Z 13.3K followers, 5200 engagements
"chemical industry ROIC at lowest level in XX years cc: $IMCD"
X Link 2025-11-24T20:58Z 13.3K followers, 6406 engagements
"L'Oreal $OR portfolio diversification across price & use case"
X Link 2025-11-26T17:44Z 13.3K followers, 1870 engagements
"Thermo former: "as Danaher moves deeper into life sciences they lose many of the benefits of DBS." $DHR $TMO via @_inpractise"
X Link 2025-12-01T10:18Z 13.3K followers, 5830 engagements
"current top five U.S. industrials topics $CAT $DE $CMI $WM $J"
X Link 2025-12-02T14:02Z 13.3K followers, 4588 engagements
"Beauty is more important than ever said Hieronimus. It is there to provide people with self-esteem transformation its one of the few categories that systematically grows at the global level higher than the GDP. $OR"
X Link 2025-12-02T16:07Z 13.3K followers, 1582 engagements
"Smurfit WestRock $SW LTM demand evolution"
X Link 2025-12-02T18:32Z 13.3K followers, 1618 engagements
"$ADYEN volume growth vs. weighted average growth of top XX listed merchants CY16-26E cc: $SPOT $META $NFLX $UBER $NKE $MCD $ABNB $HMB"
X Link 2025-12-02T19:02Z 13.3K followers, 2456 engagements
"on L'Oral $OR capital allocation cc: $NESN $GALD $KER $SAN"
X Link 2025-12-03T15:05Z 13.3K followers, 1287 engagements
"L'Oral U.S. acquistions over past 30y now represent half of geo sales $OR"
X Link 2025-12-04T14:39Z 13.3K followers, 1825 engagements
"on $GE $RTX competitive advantages cc: Hanwha Aero $012450 KS"
X Link 2024-06-02T13:25Z 13.3K followers, 10.9K engagements
"Dodge & Cox int'l on Coupang Cellnex Walmex and Reckitt $CPNG $CLNX $WALMEX $RKT"
X Link 2025-11-05T15:14Z 13.3K followers, 3536 engagements
"L'Oral China evolution YTD $OR $EL $PUIG $BABA"
X Link 2025-11-11T19:27Z 13.3K followers, 2550 engagements
"Experian CFO last week on defensibility of model ("Equifax really didn't lose any clients.") and potential rev/margin upside from AI $EXPN $EFX"
X Link 2025-11-26T15:10Z 13.3K followers, 1965 engagements
"which one is wrong $TRI cc: $RELX"
X Link 2025-12-04T01:05Z 13.3K followers, 3711 engagements
""We forecast a XX% EBITDA CAGR for XXX ETR (45% of our NAV for Ferrovial) over 25-29E (102% cumulative EBITDA growth over 5y). the asset raised tolls by XX% for 26E and we expect its pricing power to remain considerable with tariff hikes at XX% p.a. over 27-29E" $FER"
X Link 2025-12-09T15:21Z 13.3K followers, 5093 engagements
/creator/x::WTCM3