# ![@WealthyReadings Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1673604674392412160.png) @WealthyReadings The Few Bets That Matter

The Few Bets That Matter posts on X about $nbis, $alab, $goog, $baba the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1673604674392412160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1673604674392412160/c:line/m:interactions.svg)

- [--] Week [-------] -13%
- [--] Month [-------] +76%
- [--] Months [---------] +63%
- [--] Year [---------] +130%

### Mentions: [--] [#](/creator/twitter::1673604674392412160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1673604674392412160/c:line/m:posts_active.svg)

- [--] Week [--] -9.50%
- [--] Month [---] +24%
- [--] Months [-----] +22%
- [--] Year [-----] +26%

### Followers: [------] [#](/creator/twitter::1673604674392412160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1673604674392412160/c:line/m:followers.svg)

- [--] Week [------] +1.50%
- [--] Month [------] +8.20%
- [--] Months [------] +53%
- [--] Year [------] +119%

### CreatorRank: [-------] [#](/creator/twitter::1673604674392412160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1673604674392412160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6123 [technology brands](/list/technology-brands)  31.37% [finance](/list/finance)  26.47% [fashion brands](/list/fashion-brands)  5.88% [cryptocurrencies](/list/cryptocurrencies)  3.92% [countries](/list/countries)  2.94%

**Social topic influence**
[$nbis](/topic/$nbis) #63, [$alab](/topic/$alab) #9, [$goog](/topic/$goog) #21, [$baba](/topic/$baba) #145, [$hims](/topic/$hims) #403, [$duol](/topic/$duol) #27, [$tmdx](/topic/$tmdx) #25, [$nvo](/topic/$nvo) #20, [matter](/topic/matter) #425, [$pypl](/topic/$pypl) 8.82%

**Top accounts mentioned or mentioned by**
[@fi_wagz](/creator/undefined) [@wearycenturion](/creator/undefined) [@jaynomoney](/creator/undefined) [@nataninvesting](/creator/undefined) [@levelup325](/creator/undefined) [@jay_nomoney](/creator/undefined) [@alexander_dww](/creator/undefined) [@duenegligence](/creator/undefined) [@kburtond](/creator/undefined) [@alexanderdww](/creator/undefined) [@stockfins](/creator/undefined) [@kreizjordy](/creator/undefined) [@sumeet2692](/creator/undefined) [@harbinus2022](/creator/undefined) [@selfheavenly_](/creator/undefined) [@waymoproblems](/creator/undefined) [@singularityres](/creator/undefined) [@fiwagz](/creator/undefined) [@monkeyluffy](/creator/undefined) [@stockmarketnerd](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Alibaba Group (BABA)](/topic/$baba) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc.  (DUOL)](/topic/$duol) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Novo-Nordisk (NVO)](/topic/$nvo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Iris Energy Limited (IREN)](/topic/$iren) [UiPath, Inc. (PATH)](/topic/$path) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ethereum (ETH)](/topic/$eth) [American Eagle Outfitters (AEO)](/topic/$aeo) [Netflix Inc (NFLX)](/topic/$nflx) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [Microsoft Corp. (MSFT)](/topic/$msft) [DAR Open Network (DAR)](/topic/$dar) [Oracle Corporation (ORCL)](/topic/$orcl) [On Holding AG (ONON)](/topic/$onon) [Strategy (MSTR)](/topic/$mstr) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Schlumberger NV (SLB)](/topic/$slb) [MercadoLibre Inc (MELI)](/topic/$meli) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Moderna Inc (MRNA)](/topic/$mrna) [Spotify Technology (SPOT)](/topic/$spot) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Halliburton Company (HAL)](/topic/$hal) [UnitedHealth Group (UNH)](/topic/$unh) [Bitcoin (BTC)](/topic/$btc) [Sandisk Corporation (SNDK)](/topic/$sndk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [IonQ, Inc. (IONQ)](/topic/$ionq) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You only need a few great names to make a fortune as long as you size up when you find them. So why not focus on those only Current positions: $TMDX $ALAB $ONON $ETH $MSTR $BABA $NBIS $PATH 👇 https://wealthyreadings.com https://wealthyreadings.com"  
[X Link](https://x.com/WealthyReadings/status/2003213398251831539)  2025-12-22T21:17Z 10.6K followers, [----] engagements


"$HIMS is the perfect example of why so many fail in the markets. They look at the past to build expectations of the future"  
[X Link](https://x.com/WealthyReadings/status/2006036528653357496)  2025-12-30T16:15Z 10.6K followers, 19.2K engagements


"$AEO returned 133% in [--] weeks despites large fundamental challenges an unwanted sector and many other obstacle. But it had a great pattern. And potential. $LULU is in the exact same situation today getting really close to my buying target. Could it be that simple"  
[X Link](https://x.com/WealthyReadings/status/2009680641768763793)  2026-01-09T17:36Z 10.6K followers, [----] engagements


"$LULU has the exact same pattern as $AEO & $VSCO. Same challenges. Same playbook. Same price action. Since then one is up 114% and the other 234%"  
[X Link](https://x.com/WealthyReadings/status/2010396308423766304)  2026-01-11T17:00Z 10.7K followers, [----] engagements


"While X was obsessed with growth & AI defensive assets have been on fire. I shared trades on $DG $DLTR $SLB $HAL up +60%+ in under six months with options up 500%+. Today Im sharing two new setups: 🔹 $UPS 🔹Another one Both come with clear success conditions and a defined investment plan. You can make serious money in non-sexy names. It just depends whether youre here for returns or thrills. I know which one I choose. Links below 👇 https://twitter.com/i/web/status/2011823176733335905 https://twitter.com/i/web/status/2011823176733335905"  
[X Link](https://x.com/WealthyReadings/status/2011823176733335905)  2026-01-15T15:29Z 10.6K followers, [----] engagements


"$NVO traders look ready to take some profits. Demand for the pill is clearly massive; around [-----] prescriptions up 361% week over week. Weekly data is too short a window to draw conclusions plus this remains the launching month but it shows exactly what matters. GLP-1 demand is huge. And pill demand is bigger than injectables which isnt surprising. Still $NVO hasnt been able to push much higher. With more than 20% since the pill approval buyers might be a bit tired although there doesn't seem to be any reason to be. If we finally get that retest Ill be stepping in big. Hopefully sooner"  
[X Link](https://x.com/WealthyReadings/status/2014811851255599263)  2026-01-23T21:25Z 10.6K followers, 11.4K engagements


"How long before we accept that a stock just isnt ready to go higher Every day hundreds tell you to buy $ADBE $DUOL $HIMS $UNH $NFLX $PYPL & co. Yet they keep printing yearly lows. Which gives them even more attention. People love losers. And being down 50% apparently. https://t.co/gymKiwJpsu https://t.co/gymKiwJpsu"  
[X Link](https://x.com/WealthyReadings/status/2016211771715879421)  2026-01-27T18:08Z 10.6K followers, [----] engagements


"Bought $PATH Bought $ALAB Bought $NVO Could buy $NBIS Could buy $TMDX"  
[X Link](https://x.com/WealthyReadings/status/2017281830861390324)  2026-01-30T17:00Z 10.6K followers, [----] engagements


"$MELI has a very sexy chart right now. This one is going higher. The market looks like its rotating out of parts of tech and into defensives and international names. China is doing well. LatAm is doing well. Leaders will lead. Thats $MELI. And $BABA"  
[X Link](https://x.com/WealthyReadings/status/2017282428268634136)  2026-01-30T17:03Z 10.6K followers, [----] engagements


"It's not about the companies it's about the stocks. $NFLX new yearly low $ADBE new yearly low $DUOL new yearly low $PYPL new yearly low $HIMS new yearly low Leave them alone. Why force it https://t.co/gymKiwJpsu https://t.co/gymKiwJpsu"  
[X Link](https://x.com/WealthyReadings/status/2017344424661901456)  2026-01-30T21:09Z 10.6K followers, [----] engagements


"$TMDX finished January with [---] flights implying $61M in revenue. That's 40% of their last quarter in the bank. In a month. The company is expected to generate $155M Q4-25. Yet the stock still trades at 8x sales with a product gaining traction new innovation coming new organs coming limited competition a defensive healthcare business international expansion ahead and a FY26 guidance that could be massive to the upside. Why is this stock getting no love Once more prop to @SingularityRes for the dashboard. 🚨 $TMDX is dirt cheap again and I dont say that often. Markets are globally anxious and"  
[X Link](https://x.com/WealthyReadings/status/2017999131969503423)  2026-02-01T16:31Z 10.6K followers, 10.7K engagements


"Those two opinions aren't mutually exclusive. $DUOL is an amazing company. The need to learn - languages and else will always exist and AI will enhance the application not disrupt it. $DUOL isn't a great buy at the moment. Short/medium term growth and cash generation is uncertain plus market reaction's been very doubtful and that doubt could persist for quarters or years. Third opinion being that conditions change sometimes from one day to another. Changing our mind is our biggest strength as investors. But ultimately stock picking is about buying the best potential return. Not buying"  
[X Link](https://x.com/WealthyReadings/status/2018049181126975762)  2026-02-01T19:49Z 10.6K followers, [----] engagements


"The [----] contrarian trade. Selling tech - $NBIS $PATH $ALAB $GOOG $ASML Selling risk - $BTC $ETH $MSFT $PLTR Buying defensives - $NVO $NTR $DAR Buying international - $BABA $MELI And still outperforming https://t.co/TVqbdhKTn4 https://t.co/TVqbdhKTn4"  
[X Link](https://x.com/WealthyReadings/status/2018388942958035213)  2026-02-02T18:19Z 10.6K followers, [----] engagements


"$LULU was in a clear downtrend for months. Stabilized. Broke its downtrend printed a higher high reclaimed its averages. Volume is expanding breakout happened on even more volume. Pullback came on low volume meaning no profit-taking from earlier buyers. Gap filled. Local low held. $AEO / $VSCO playbook. https://twitter.com/i/web/status/2018421954114703438 https://twitter.com/i/web/status/2018421954114703438"  
[X Link](https://x.com/WealthyReadings/status/2018421954114703438)  2026-02-02T20:31Z 10.7K followers, [----] engagements


"$ORCL keeps falling after announcing looking for another $50B in debt for buildouts. It doesnt matter what you believe; your conviction your timeframe or how strong compute demand is. The market is pricing risk above everything else now. Thats all that matters"  
[X Link](https://x.com/WealthyReadings/status/2018433348301988183)  2026-02-02T21:16Z 10.6K followers, [----] engagements


"$PLTR showing you why 100x sales is cheaper than 10x PE $PYPL"  
[X Link](https://x.com/WealthyReadings/status/2018436051530838107)  2026-02-02T21:27Z 10.6K followers, 10.5K engagements


"$PLTR is giving you a preview of what $PATH can become. Software isnt dead only non-AI enhanced softwares will die. On the contrary companies leveraging AI to optimize others are the future. Demand for these services is real and Zuck confirmed theyre starting to see their value. We're starting to see agents work. This will unlock the ability to build completely new products and transform how we work. It's hard not to be bullish. https://t.co/BXN5Zt5Gvr https://t.co/BXN5Zt5Gvr"  
[X Link](https://x.com/WealthyReadings/status/2018444734801363110)  2026-02-02T22:01Z 10.6K followers, [----] engagements


"On the bright side $PYPL is even cheaper now. Buybacks & all"  
[X Link](https://x.com/WealthyReadings/status/2018684936278986863)  2026-02-03T13:56Z 10.6K followers, [----] engagements


"$NVO is back in the $50s. Look at that. Who could have guessed. The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade. I took shit for not buying the downtrend. I took shit when the stock bounced. And I will still end up with a better average price than the DCA crowd. Taking shit is often a sign youre doing something right on social media. https://x.com/WealthyReadings/status/2018388356468445351 $NVO traders look ready to take some profits. Demand for the pill is clearly massive;"  
[X Link](https://x.com/WealthyReadings/status/2018744017144684831)  2026-02-03T17:50Z 10.6K followers, [----] engagements


"@FI_Wagz Still need to check the earnings there's a reason for that dump ahah"  
[X Link](https://x.com/WealthyReadings/status/2018744576220021129)  2026-02-03T17:53Z 10.6K followers, [--] engagements


"$PLTR up 9% now at 248x earnings $PYPL down 20% now at 7.75x earnings That's how the market works. Accept it. $PLTR showing you why 100x sales is cheaper than 10x PE $PYPL https://t.co/bCu1xvmLxH $PLTR showing you why 100x sales is cheaper than 10x PE $PYPL https://t.co/bCu1xvmLxH"  
[X Link](https://x.com/WealthyReadings/status/2018781201386086849)  2026-02-03T20:18Z 10.6K followers, [----] engagements


"Don't mistake overexposure to beta for a crash. The $SPY is only down 2.23% from its ATH. That's what happens when we get used to call 20x sales great opportunities. Time to get grounded. https://t.co/45bAL41Db2 https://t.co/45bAL41Db2"  
[X Link](https://x.com/WealthyReadings/status/2019108304384123346)  2026-02-04T17:58Z 10.6K followers, [----] engagements


"$GOOG delivers killer earnings and deserves a lower premium for it. Why Simple. The market rewards one thing only: consistent safe cash generation. ROI doesnt matter. Demand doesnt matter. Technological revolution doesnt matter. No cash. No premium. $GOOGL like $META before it just told the market that nearly all yearly cash generation will be spent on CapEx $180B guided vs $100B expected. AI hardware will keep generating cash and getting paid. That doesnt mean the market will reward the spenders - nor the one cashing the checks. The market is not the economy. The market is not the company."  
[X Link](https://x.com/WealthyReadings/status/2019179366199042549)  2026-02-04T22:40Z 10.6K followers, 10.4K engagements


"@monkey_luffy I was mentionning $META's CapEx not metaverse spending but you have a point. Although $META CapEx has delivered better ROI than $GOOG so far. But it doesn't matter the market doesn't like it is all"  
[X Link](https://x.com/WealthyReadings/status/2019346404662210720)  2026-02-05T09:44Z 10.6K followers, [---] engagements


"@StockMarketNerd @gothburz This is crazy tbh. The lack of attention someone needs to lose his focus after two written lines is insane and apparently more & more common in X as this kind of format seem to become the norm"  
[X Link](https://x.com/WealthyReadings/status/2019505198968807595)  2026-02-05T20:15Z 10.6K followers, [--] engagements


"@duenegligence No I don't but they plan to double their volume in two years without kidney which means if achieved the market could hardly justiy "only" 7x sales. If so you're looking at 100%+ in two years. Not sure how that's not interesting"  
[X Link](https://x.com/WealthyReadings/status/2019509983407432034)  2026-02-05T20:34Z 10.6K followers, [--] engagements


"Yeah it's a bit complicated not gonna lie. I'm only looking and buying defensives now. $UPS $NTR and $DAR on my eyes. Not doing anything else and I don't expect things to settle in a day or two as this selloff isn't due to an event which can be reversed it's just real selling. Gotta go where strength is https://twitter.com/i/web/status/2019512827241984275 https://twitter.com/i/web/status/2019512827241984275"  
[X Link](https://x.com/WealthyReadings/status/2019512827241984275)  2026-02-05T20:45Z 10.6K followers, [---] engagements


"@Kburtond I am ahah but as shared $ALAB generates cash doesn't spend it. We're not talking about increasing CapEx here $TSM $ASML $SNDK all of the ones generating cash are doing just great"  
[X Link](https://x.com/WealthyReadings/status/2019522463600656711)  2026-02-05T21:24Z 10.6K followers, [---] engagements


"@Couch_Investor No one can build fast/cheap enough to be honest. $NBIS had the same issue last quarter $ORCL too. There's a moment growth won't be limited by demand but real world realities"  
[X Link](https://x.com/WealthyReadings/status/2019522655926513673)  2026-02-05T21:24Z 10.6K followers, [----] engagements


"How many will look back on $IREN chart and call it an obvious double top in the future Looking at $NBIS right now 🤐"  
[X Link](https://x.com/WealthyReadings/status/2019555775199473974)  2026-02-05T23:36Z 10.7K followers, [----] engagements


"@weary_centurion Bro all due respect but you can't chill $PYPL none stop get wrong and wrecked complain about people making fun of $PYPL investors and now hit on $IREN holders with this kind of post. Keep it rational and humble especially three days after that $PYPL trade. All due respect"  
[X Link](https://x.com/WealthyReadings/status/2019556310656905383)  2026-02-05T23:38Z 10.6K followers, [---] engagements


"@weary_centurion You literally have [--] posts chilling how right you were on $IREN while those who bought when you bought $PYPL are still up 100% plus on their $IREN shares despites a -40% this week. Like cmon"  
[X Link](https://x.com/WealthyReadings/status/2019556766447727109)  2026-02-05T23:40Z 10.6K followers, [---] engagements


"@alexander_dww You probably have a point but the market didn't see $IREN like a miner anymore but that doesn't mean it didn't affect the stock. They will crush earnings. No doubts. I have doubts on how the market will react but I hope well"  
[X Link](https://x.com/WealthyReadings/status/2019557128575369315)  2026-02-05T23:41Z 10.6K followers, [---] engagements


"@weary_centurion It's not about getting the stock wrong it's about pushing back on those who bullied $PYPL holders to do the same three days later to $IREN holders. But it's none of my problem after all so I'll just shut up 🤝"  
[X Link](https://x.com/WealthyReadings/status/2019561046592405546)  2026-02-05T23:57Z 10.6K followers, [---] engagements


"@alexander_dww I don't follow $IREN closely enough to know the specifics so I'll take your word for it"  
[X Link](https://x.com/WealthyReadings/status/2019561421856821430)  2026-02-05T23:58Z 10.6K followers, [---] engagements


"$HIMS is down 62% since I closed my position. This is what happens when we hold on personal conviction - bias really without regard for how the market rewards or punishes stocks nor fundamentals. Maybe $HIMS bounces. Maybe it doesnt. But no one will convince me this is investing: holding through 60%+ drawdowns regardless of markets price action opportunity cost or conditions. I took shit for sharing this and selling my position. I was called a trader - whatever insult that is stupid without vision or understanding but most importantly I just wasn't considered an investor because I sold a"  
[X Link](https://x.com/WealthyReadings/status/2019810567708618939)  2026-02-06T16:29Z 10.6K followers, [----] engagements


"You've been here a long time so I'll respect you and answer you but keep in mind that this kind of childish behavior does you no good and I won't put up with it. I sold $NBIS around $80 following the $GOOG report. The stock is up 6% since. I bought $ALAB with the proceeds after around $145 and that stock is up 16% since. Why act like this and compare a 12-hour timeframe - in which I've actually massively outperformed $NBIS while my selling is based on medium-term structural issues regarding the market's appetite for risk You're acting as if you bought the perfect $73 bottom. First: you"  
[X Link](https://x.com/WealthyReadings/status/2019828280728203356)  2026-02-06T17:39Z 10.6K followers, [---] engagements


"I did not have $ALAB up 19% on my bingo card today. Very glad I concentrated my portfolio and accumulated on the weekly [--] at $145. Price action is key as usual. Portfolio up more than 10% today and flat YTD a pretty good performance considering the state of FinX. More to come on Tuesday after earnings. With CapEx announcements AI hardware companies should continue to print money compute optimizer even more than others. The only tech stocks I still own are $ALAB and $BABA and I expect both to outperform. $ALAB generates real cash today. As long as CapEx keeps rising - and $AMZN just confirmed"  
[X Link](https://x.com/WealthyReadings/status/2019883871224099005)  2026-02-06T21:20Z 10.6K followers, [----] engagements


"FinX love quoting Buffett & treat his method as the only path for "real investors" Most dont even understand his teachings nor follow them. Even fewer realize his methods won't work for them. They'll quote him while holding names like $ASTS speculation like $IONQ degrading fundamentals like $HIMS "moat" narratives like $DUOL. Nothing wrong with those companies but for the fact Buffett would have never bought any of them. Anyone who adapts to price action updates a thesis or reacts to concrete data is labeled a trader a gambler a paper hand or simply stupid. Ironically Buffett did all of that."  
[X Link](https://x.com/WealthyReadings/status/2020233275927937104)  2026-02-07T20:28Z 10.6K followers, [----] engagements


"More free advertising for $HIMS The gift that keeps on giving. #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"  
[X Link](https://x.com/WealthyReadings/status/2020857167381733666)  2026-02-09T13:47Z 10.6K followers, [----] engagements


"$GOOG CEO was so criticized a year ago. But he found the way to secure $15B including a tranche in a 100-year bond. This is a masterclass. I'd like to have a conversation to those who bought those bonds thought. Cause $GOOG or not 100Y bonds are bullshit. What the hell Google $GOOGL has attracted more than $100 billion of orders for a bond sale thats expected to be about $15B - Bloomberg https://t.co/HY8z5h1uwg Google $GOOGL has attracted more than $100 billion of orders for a bond sale thats expected to be about $15B - Bloomberg https://t.co/HY8z5h1uwg"  
[X Link](https://x.com/WealthyReadings/status/2020932414235869684)  2026-02-09T18:46Z 10.6K followers, [----] engagements


"@Valuation_Shop Operating cash flow even to avoid CapEx spending At least to find out ROI"  
[X Link](https://x.com/WealthyReadings/status/2021149513562325282)  2026-02-10T09:09Z 10.7K followers, [--] engagements


"@Investinc_Intel They're so operating within the law and the rulebook you didn't write that they have been sued and forced to remove their products from the platform after a FDA reclamation"  
[X Link](https://x.com/WealthyReadings/status/2021229510796992766)  2026-02-10T14:27Z 10.7K followers, [--] engagements


"@MikeZaccardi "less Div & Buybacks" Look at $GOOG & if they slowed down return to shareholders like $MSFT did the would have generated more cash. Not sure why BofA would share such a biased chart"  
[X Link](https://x.com/WealthyReadings/status/2021265049898098789)  2026-02-10T16:48Z 10.7K followers, [---] engagements


"@Jay_nomoney Yes and yes. But comparable p/s"  
[X Link](https://x.com/WealthyReadings/status/2022408241951670339)  2026-02-13T20:31Z 10.7K followers, [--] engagements


"@selfheavenly_ $DUOL Q4 guidance is 0% sequential growth. It's nice to believe but the data is more important than beliefs"  
[X Link](https://x.com/WealthyReadings/status/2022414517549080967)  2026-02-13T20:56Z 10.7K followers, [---] engagements


"@ethereal_echo14 I agree with everything except "it cheap" because we simply don't know. But I'm also bullish on the business"  
[X Link](https://x.com/WealthyReadings/status/2022416101007855618)  2026-02-13T21:02Z 10.7K followers, [--] engagements


"Im going to break down my investment system with a heavy focus on price action - a tool usually ignored by investors. Ill walk you through how I think how I pick stocks how I size positions & what http://x.com/i/article/2011921766763864064 http://x.com/i/article/2011921766763864064"  
[X Link](https://x.com/WealthyReadings/status/2011922837070889172)  2026-01-15T22:05Z 10.7K followers, [----] engagements


"Bought more $BABA today according to plan. Fundamentals remain strong and still underestimated mostly due to Sun Art and Intimes muted growth. Price action follows the same playbook; breakout on volume retest without. See you higher"  
[X Link](https://x.com/WealthyReadings/status/2019125536346501319)  2026-02-04T19:06Z 10.7K followers, [----] engagements


"You only need a few great names to make a fortune as long as you size up when you find them. So why not focus on those only Current positions: $TMDX $ALAB $BABA $PATH $LULU 👇 https://www.wealthyreadings.com/ https://www.wealthyreadings.com/"  
[X Link](https://x.com/WealthyReadings/status/2020535639549124806)  2026-02-08T16:30Z 10.7K followers, [----] engagements


"$ALAB had a strong quarter and is yet down 20%. I haven't seen quality coverage of this company on X and I believe it deserves one so here is the complete analysis I shared with subscribers. Review of the quarter the reasons for the drop how I think about it & what I do. https://t.co/l9nGdNNrQu https://t.co/l9nGdNNrQu"  
[X Link](https://x.com/WealthyReadings/status/2021669806316171277)  2026-02-11T19:36Z 10.7K followers, 21.8K engagements


"$TMDX my #1 position will report earnings on February [--] in [--] days. I see a revenue floor of $157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA and about European expansion and opportunity as it should have started H1-26. $TMDX is an ignored healthcare opportunity with a monster potential and I expect this to be shown on FY26 guidance. From my point of view everything is positive on this name today and should be after earnings. $TMDX closed the quarter with [----] flights after a very strong finish to December. I see a"  
[X Link](https://x.com/WealthyReadings/status/2021677426519236817)  2026-02-11T20:07Z 10.7K followers, [----] engagements


"Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because the company isnt excellent but because it did not reward $GOOG so why would it reward $NBIS for the same behavior Fundamentally everyone will be bullish. Demand is through the roof compute was sold out management is planning to build more sites etc. Everything FinX wants to see. From a market perspective Q4 CapEx slowed down guidance talks about 20% increase of contracted power for FY26 without news on connected power"  
[X Link](https://x.com/WealthyReadings/status/2021939232487387642)  2026-02-12T13:27Z 10.7K followers, 12.1K engagements


"$MRNA is what every investor should be looking for And textbook price action. Years of downtrends with crushing volume until some consolidation on growing volume. Breakout on reccord volume followed by perfect retest pre-earnings. Earnings please retest is to the cent reaction +9% and we're probably going for another ride. I don't follow the fundamental but this is where we study folks. Not just because we like the story of a growth stock but because the market does. That's where money is $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was"  
[X Link](https://x.com/WealthyReadings/status/2022323788176621945)  2026-02-13T14:55Z 10.7K followers, [----] engagements


"$NVO Wegovy pill data continues to look positive. The thesis that pills would be a major hit given many patients refuse injections seems validated with 36% of patients completely new to GLP-1s. $NVO also plans to raise the price of Wegovy pills from $149 to $199 in April. That should help growth although its fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty which would reduce growth as the injections are slightly more expensive than the pills. Its hard to be very optimistic on the"  
[X Link](https://x.com/WealthyReadings/status/2022345018069877058)  2026-02-13T16:20Z 10.7K followers, [----] engagements


"$DUOL is now trading at 5x sales and 14x earnings. I know the narrative: AI could disrupt the service. But imagine it doesnt and imagine $DUOL guides to 20% growth for FY26. At these multiples thats not exactly expensive although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind. I dont touch downtrends. But its fair to question this one. https://twitter.com/i/web/status/2022347282713321806 https://twitter.com/i/web/status/2022347282713321806"  
[X Link](https://x.com/WealthyReadings/status/2022347282713321806)  2026-02-13T16:29Z 10.7K followers, [----] engagements


"$ANET posted an excellent quarter. Revenues up 29% gross/net margins at 63% & 38% Q1-26 guidance pointing to 30% YoY. Shares up 9% post-earnings at 21x sales. Deserved. $ALAB posted an even better one. Revenues up 91% with 75% gross and 17% net margins Q1-26 guidance at 83% growth. Shares down 28% since earnings at 26x sales. $ANET is more established slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket. But $ALAB made the mistake of acquiring two companies increasing OpEx and salaries to expand capabilities and"  
[X Link](https://x.com/WealthyReadings/status/2022363071470080120)  2026-02-13T17:31Z 10.7K followers, [----] engagements


"@Stockfins Estimates are bs until earnings. Market has no idea how their ab tests change will impact cash generation and Q4 guidance was terrible. It's normal to price in more risks than fair. I'm a big fan of the company. Let's see if I can be a big fan of the stock. I'd love to"  
[X Link](https://x.com/WealthyReadings/status/2022396757855080955)  2026-02-13T19:45Z 10.7K followers, [---] engagements


"@3KComeback Do your best my bro. Keep in mind that those criticizing are either investing daddy's money or have even less. This who worked to get their millies won't bitch. They know how hard the grind was"  
[X Link](https://x.com/WealthyReadings/status/2022402900358803579)  2026-02-13T20:10Z 10.7K followers, [----] engagements


"@Rationalmind__ Do they Transmedics sells consumables for transplants while expanding the tam due to it's tech. Not so sure about that. They're at different maturity stages and capitalisation yes. But ver comparable in term of business and predictability"  
[X Link](https://x.com/WealthyReadings/status/2022408534768627759)  2026-02-13T20:32Z 10.7K followers, [---] engagements


"@Jay_nomoney No because $DUOL growth is not predictable after the last quarter. $SPOT is"  
[X Link](https://x.com/WealthyReadings/status/2022414062341230728)  2026-02-13T20:54Z 10.7K followers, [--] engagements


"@Jay_nomoney $DUOL's problem is only post Q3 due to a very weak Q4 guidance and comments from management that they won't focus on cash generation. it's about pricing risk and uncertainty. Not about the past. Then maybe they'll surprise and do wonderful"  
[X Link](https://x.com/WealthyReadings/status/2022421013565435949)  2026-02-13T21:21Z 10.7K followers, [--] engagements


"$ONON breaking another higher high. Sportswear are on fire lately. The new $NKE"  
[X Link](https://x.com/WealthyReadings/status/2009337109132550204)  2026-01-08T18:51Z 10.7K followers, [---] engagements


"Ranking my portfolio per expected returns this year. [--]. $PATH [--]. $NBIS [--]. $ALAB [--]. $MSTR [--]. $ETH [--]. $TMDX [--]. $LULU [--]. $BABA"  
[X Link](https://x.com/WealthyReadings/status/2010399709802737969)  2026-01-11T17:13Z 10.7K followers, [----] engagements


"$BABA valuation is depressed by three misunderstandings. 1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact. 2) Geopolitics. The war unreliability and asset-freeze narratives are just that: narratives and ignore probability. The U.S. needs China as much as China needs the U.S. Reaching such extremes would be globally catastrophic and is highly unlikely. But investors will realize that when FOMO kicks. 3) Potential. $BABA is vertically integrated. They own their infrastructure chips models LLMs applications (from finance to media"  
[X Link](https://x.com/WealthyReadings/status/2011509599518802092)  2026-01-14T18:43Z 10.7K followers, [----] engagements


"$ORCL is down 60% from ATH in a straight line. And we still think $IREN & $NBIS can go up 100%"  
[X Link](https://x.com/WealthyReadings/status/2019126621652037936)  2026-02-04T19:11Z 10.7K followers, [----] engagements


"Did a lot of buying over the last two hours. $PATH $NBIS $ALAB $BABA $TMDX The last add for some of these names. If they dont bounce here Im out. For good. Also interesting: buyers keep showing up aggressively every evening an hour before the close. Theres something there. https://twitter.com/i/web/status/2019139058451013755 https://twitter.com/i/web/status/2019139058451013755"  
[X Link](https://x.com/WealthyReadings/status/2019139058451013755)  2026-02-04T20:00Z 10.7K followers, [----] engagements


"Fully out of $NBIS after 200%+ returns. I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor. If $GOOG wasn't rewarded for its CapEx and compute returns I do not see why $IREN or $NBIS would. When leaders fall second-handed assets rarely rise. I hope we get that bounce and I hope you holders will get what you're looking for. I'll continue to closely follow the company. But for now my thesis is that the market won't reward tech anymore and that returns lie elsewhere. I'll be back when that changes. And it will. $GOOG delivers killer earnings"  
[X Link](https://x.com/WealthyReadings/status/2019511249747529928)  2026-02-05T20:39Z 10.7K followers, 19.3K engagements


"The only tech stocks I still own are $ALAB and $BABA and I expect both to outperform. $ALAB generates real cash today. As long as CapEx keeps rising - and $AMZN just confirmed it isnt slowing after Meta and Google did the same semis will keep printing. Unlike hyperscalers semis are positive FCF. They dont depend on future ROI; they monetize real spending happening now. With hyperscalers guiding CapEx 50% above expectations that cash flows directly to semis. The market wants free cash flow. They have it. $BABA is the only hyperscaler holding up while markets fall. Likely because. [--]. Ownership"  
[X Link](https://x.com/WealthyReadings/status/2019521325887259130)  2026-02-05T21:19Z 10.7K followers, 10.6K engagements


"$IREN & $NBIS proving right. It doesn't matter what we believe fair value is. It doesn't matter that demand is through the roof. It doesn't matter that hyperscalers continue to spend. The market is the ultimate truth. Regardless of our ego and convictions. Fully out of $NBIS after 200%+ returns. I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor. If $GOOG wasn't rewarded for its CapEx and compute returns I do not see why $IREN or $NBIS would. When leaders fall second-handed https://t.co/bbJqGIERs0 Fully out of $NBIS after 200%+ returns. I"  
[X Link](https://x.com/WealthyReadings/status/2019540756365463865)  2026-02-05T22:36Z 10.7K followers, 13.3K engagements


"@TheTechInvest Can we normalize calling out gurus on this app for once It's great to create content but this kind of behaviors should be banned. No one should be able to display such dishonesty publicly even less with 50k followers. Makes me sick. $HIMS"  
[X Link](https://x.com/WealthyReadings/status/2020496840467284399)  2026-02-08T13:56Z 10.7K followers, 49K engagements


"I'd be careful using forward PE on hyperscalers like $MSFT. Depreciation and amortization will start to damage earnings during [----] and that will increase through [----] we've seen it with $META already. That won't change cash generation but that will increase PE and that is not priced in yet. Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"  
[X Link](https://x.com/WealthyReadings/status/2020822147803775471)  2026-02-09T11:28Z 10.7K followers, 12.4K engagements


"$ALAB is my second-largest position & reports earnings tonight. Im structurally bullish for two main reasons: 🔹The CapEx cycle is not over - confirmed by $GOOG $AMZN & other hyperscalers. 🔹Compute optimization is priority #1. With energy & space being the limiting factors and real-world constraints making both hard to expand quickly the only short-term path forward for companies overwhelmed by compute demand is optimization. That means more compute per unit of energy & space. And that requires more efficient hardware. Maximizing this metric is priority #1. That runs through $ALAB & a few"  
[X Link](https://x.com/WealthyReadings/status/2021258550031352313)  2026-02-10T16:22Z 10.7K followers, 10.5K engagements


"Interesting acquisition by $NBIS raising some questions on capital allocation & market reaction though. This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers. Raw compute wont cut it. Google has Gemini Microsoft has Copilot OpenAI has ChatGPT. You cant deliver an end-to-end enterprise service with compute only you need intelligence. Thats exactly what this deal is about very logical imo and very positive for long term holders. That said the timing is interesting. $NBIS didn't disclose price & the deal should close rapidly."  
[X Link](https://x.com/WealthyReadings/status/2021263699076436136)  2026-02-10T16:43Z 10.7K followers, [----] engagements


"Speaking more than one language is useless. Until you put hot Latina dancers on stage at one of the biggest events in the world. Suddenly everyone wants to speak Spanish. $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/WealthyReadings/status/2021267057581388205)  2026-02-10T16:56Z 10.7K followers, [----] engagements


"This is why $PLTR is one of the best companies on earth. And why Ill gladly go all-in once the sell-off is done. Hopefully well below $100. Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion https://t.co/DCZciCbfmM Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion https://t.co/DCZciCbfmM"  
[X Link](https://x.com/WealthyReadings/status/2021270428363223085)  2026-02-10T17:09Z 10.7K followers, [----] engagements


"This feels like a top signal imo. $GOOG management is extremely smart to lock in cheap liquidity for their buildouts with almost no consequences due to the timeframes. But 100-year bonds makes zero sense and buying them even less even for a company like $GOOG. The [---] year bond is back in the tech world https://t.co/UGKB36SJKg The [---] year bond is back in the tech world https://t.co/UGKB36SJKg"  
[X Link](https://x.com/WealthyReadings/status/2021279236284166407)  2026-02-10T17:44Z 10.7K followers, [----] engagements


""according to a person familiar with the transaction who asked not to be identified because the terms are private." Love Bloomberg ahah Not very cheap but not exessive considering what they're buying. Let's see if they can leverage it to attract enterprises. Thanks for the link 🤝"  
[X Link](https://x.com/WealthyReadings/status/2021279971625337029)  2026-02-10T17:47Z 10.7K followers, [--] engagements


"@QualityInvest5 Banger ahah. To be fair they used to. They just took so much backlash they slowed done but $DUOL marketing used to be banger"  
[X Link](https://x.com/WealthyReadings/status/2021282159923773556)  2026-02-10T17:56Z 10.7K followers, [---] engagements


"$ALAB delivered better than expected revenues 6.7% above the high end of their own guidance. The market doesnt like the 7.7% sequential growth guidance for Q1-26 after 17% sequential growth this quarter. It should remember that management has repeatedly guided conservatively while execution keeps overperforming. This very quarter proving it. Also the Scorpion X ramp is expected in H1-26 not today while the Scorpion P might be the reason for overperformance and if so. That means really strong demand as volume weren't meant to reach full potential yet and according to management. Initial"  
[X Link](https://x.com/WealthyReadings/status/2021339334591250865)  2026-02-10T21:43Z 10.7K followers, [----] engagements


"Felt the need to comment on this to give a counter opinion even if not asked. I think there is a huge misconception in nowadays' market about Buffett and wall street. The time where they were gods amongst men ended when information became accessible to everyone and believing retails can't do better is pure stupidity imo. I have an article pointing this out. This kind of return is possible from anyone nowadays especially these last [--] years as the market is all about liquidity and hype. Thinking it isn't doable means you think you're incapable of doing it. Bit sad imo. That said where I'll"  
[X Link](https://x.com/WealthyReadings/status/2021539795432796593)  2026-02-11T11:00Z 10.7K followers, [---] engagements


"Liquidity matters even more 🙄. I'd completely see $PLTR fall to those levels and like you I'd buy lots. I could maybe even go all in under the right conditions. But I wouldn't underestimate the market's capacity to beat down a growth name even if it's Palantir. Personally hope for this to happen. Will see if it does https://twitter.com/i/web/status/2021558229713424838 https://twitter.com/i/web/status/2021558229713424838"  
[X Link](https://x.com/WealthyReadings/status/2021558229713424838)  2026-02-11T12:13Z 10.7K followers, [---] engagements


"Using Buffett's quotes out of context to illustrate a behaviour he would never have. Just to confirm personal bias. $HIMS bulls have no more limits. Although this confirmation bias using Buffett's quotes out of context is the new normal on X 👇 https://x.com/i/status/2019819544819192161 Not buying $HIMS at $17 a share means you think the following: - Warren buffets famous quote "Buy when others are fearful sell when others are greedy" is a load of rubbish - $NVO will beat $HIMS in court Hims will have to stop selling compounded GLP-1's - $HIMS stock https://x.com/i/status/2019819544819192161"  
[X Link](https://x.com/WealthyReadings/status/2021581756432838679)  2026-02-11T13:47Z 10.7K followers, [----] engagements


"@KreizJordy I think the bull case was always post H2-26 imo. When scorpion start to Ely ramp up - or not and the bull case is broken. My pov"  
[X Link](https://x.com/WealthyReadings/status/2021589557364298066)  2026-02-11T14:18Z 10.7K followers, [--] engagements


"Closed my $ALAB hedge. Made a quick $950 per contract in less than 24h just by respecting price action & fundamental expectations. Q1 was never meant to break records with Scorpion P starting volume and X just starting pre production. The company delivered as best as possible. But when you run to the top of the range after 40% in three days it's better to hedge growth stocks if the quarter reporting isn't expected to be pivotal. My long position is red but the thesis remain as strong as yesterday. I just have more liquidity to buy now. I'll detail the option play and logic later if"  
[X Link](https://x.com/WealthyReadings/status/2021602284451332225)  2026-02-11T15:08Z 10.7K followers, [----] engagements


"$MRNA blew up 60% to its local top after this post. $PFE is in the exact same configuration. The bull case is nothing but safe healthcare giants dragged to ungodly valuation post covid hype. $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was @nataninvesting since months bit early to my taste but by now. It's close to perfection. Liquidity continues to rotate. It really seems to be time to start looking away https://t.co/yHhxinW6eb $MRNA is ready to blow up. And no one is talking about it. The only one I saw mentionning the name was"  
[X Link](https://x.com/WealthyReadings/status/2021636904933060722)  2026-02-11T17:26Z 10.7K followers, [----] engagements


"I discussed $CRWV Possibly. Don't remember although I'm not sure I talked shit about the company except to say that $NBIS was a better investment imo. But if you find it I'd be curious of what I said then. I disagree on $HIMS. But I wish you success Just wouldn't put my money on it but that's me. https://twitter.com/i/web/status/2021643501440586084 https://twitter.com/i/web/status/2021643501440586084"  
[X Link](https://x.com/WealthyReadings/status/2021643501440586084)  2026-02-11T17:52Z 10.7K followers, [---] engagements


"Last month I shared an article about FinX darlings I wouldn't buy & why. Fast forward to today. $NFLX -10% $ADBE -16% $DUOL -26% $PYPL -28% $UBER -16% $HIMS -44% Violent. I am a big fan of some of those but it isn't enough to be a buyer. Investing isn't cheerleading. https://t.co/gymKiwJpsu https://t.co/gymKiwJpsu"  
[X Link](https://x.com/WealthyReadings/status/2021689839771430938)  2026-02-11T20:56Z 10.7K followers, [----] engagements


"@Sumeet2692 They sure don't. I'm always trying to be cautious of something I might be missing but after two years being a cheerleader of that stock I'm still yet to find what the market doesn't like in $TMDX"  
[X Link](https://x.com/WealthyReadings/status/2021693168589197643)  2026-02-11T21:09Z 10.7K followers, [---] engagements


"@DrTomsLens https://x.com/WealthyReadings/status/2021939232487387642 Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because the company isnt excellent but because it did not reward $GOOG so why would it reward $NBIS for the https://t.co/05tB6ME8oH https://x.com/WealthyReadings/status/2021939232487387642 Few $NBIS notes after this quarter. I'll be the bear once more. I continue to believe the market will punish the stock - or not reward it as much as many expect. Not because"  
[X Link](https://x.com/WealthyReadings/status/2021962176999686379)  2026-02-12T14:58Z 10.7K followers, [---] engagements


"@Harbinus2022 I haven't followed soni couldn't say but the guidance is still here. Have they wrongly guided before"  
[X Link](https://x.com/WealthyReadings/status/2022389882518409482)  2026-02-13T19:18Z 10.7K followers, [--] engagements


"The $HIMS x $NVO drama should stop. Many make it look like a David vs Goliath narrative but it isn't. It is one of a company with patents against one trying to steal patents. That's all it is. You failed one stock pick. Put your big boy's pants and move on for god sake"  
[X Link](https://x.com/WealthyReadings/status/2020878982862840036)  2026-02-09T15:14Z 10.7K followers, [----] engagements


"@Levelup325 And you're one of the few printing today My $UPS as well But those returns aren't good enough for most not sexy"  
[X Link](https://x.com/WealthyReadings/status/2021688151270445370)  2026-02-11T20:49Z 10.7K followers, [--] engagements


"$QQQ & $SPY down everything being sold today. What's green $SLB 2.77% $UPS 5.29% $NTR 1.92% $DAR 3.22% $SWBI 3.75% But no one cares. 👇 https://t.co/TVqbdhKTn4 https://t.co/TVqbdhKTn4"  
[X Link](https://x.com/WealthyReadings/status/2018747327029162224)  2026-02-03T18:04Z 10.7K followers, [----] engagements


"$TMDX back below $130. Beating flight records daily. Trading at 8x sales. Growing 25%+. Clinical trials advancing. International expansion. Why shouldn't I all in at this point"  
[X Link](https://x.com/WealthyReadings/status/2019122399770456466)  2026-02-04T18:54Z 10.7K followers, [----] engagements


"@iamfabian I've seen content on substrack already no doubt there are great people there"  
[X Link](https://x.com/WealthyReadings/status/2021871433325174961)  2026-02-12T08:58Z 10.7K followers, [--] engagements


"🚨 $TMDX is launching its NOP service in Italy and is in discussions with other countries to open more in Europe but also beyond This is massive They are prepared to operate four strategic sites in Northern Italy and to operate those NOP with both ground and air transport - in time alongside their clinical services. Those sites should serve the surrounding areas. Staffing is already underway with operations to begin in Q1 [----] Way ahead of schedule @nataninvesting will finally be able to go on site and do some ground work for us"  
[X Link](https://x.com/anyuser/status/1983637353374814362)  2025-10-29T20:49Z 10.7K followers, [----] engagements


"$NVO is NOT cheap and NOT a buy right now. GLP-1 was supposed to drive growth but market share is slipping in favor of competition. Growth guidance was cut twice and there are no near-term catalysts nor clarity on what the future will be like. Lower growth lower cash generation lower multiples. This is how the market works. Comparing today's valuation to the last two years' is like comparing apples to bananas. Conditions changed. $NVO is a fantastic company. Just not a great stock yet. There are no reasons to rush any purchase better be patient"  
[X Link](https://x.com/anyuser/status/1984270922358940107)  2025-10-31T14:47Z 10.7K followers, 97.1K engagements


"Building a software watchlist. None are worth buying yet but they will be. So far. $ADBE $DUOL $RBRK $NOW $TWLO $CRWD Whats missing"  
[X Link](https://x.com/WealthyReadings/status/2019458497541452129)  2026-02-05T17:10Z 10.7K followers, [----] engagements


"In hindsight $NBIS quarters highlight comes from its CapEx. Not just CapEx but how it is financed. Were talking about a $23B company planning $18B CapEx while publicly stating they expect to finance 60% organically via FCF cash & commitments. They also have clients financially committing before delivery to enable buildouts; a strong proof of trust especially when those are $META and $MSFT. Last but not least the remaining 40% could be financed through equity-backed debt one of the cheapest funding sources - dilution being even cheaper but paid in later. I'd remain cautious on the sector and"  
[X Link](https://x.com/WealthyReadings/status/2022322253749203265)  2026-02-13T14:49Z 10.7K followers, [----] engagements


"@Kalshi Probably waiting for a French train"  
[X Link](https://x.com/WealthyReadings/status/2022415628171383242)  2026-02-13T21:00Z 10.7K followers, [---] engagements


"I wonder to what point acceleration was priced in the guidance. I also wonder how many using injectable will pass to pills hence hit growth even further - as they pass from the most to least expensive product. $NVO will be a game of "how much did management bake their guiadnce" for the next few quarters. https://twitter.com/i/web/status/2022423395061895553 https://twitter.com/i/web/status/2022423395061895553"  
[X Link](https://x.com/WealthyReadings/status/2022423395061895553)  2026-02-13T21:31Z 10.7K followers, [---] engagements

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