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# ![@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 $tmdx, $adbe, ai, $alab the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +5.60%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +98%
- X Year XXXXXXXXX +7.70%

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

- X Week XX -XX%
- X Month XXX +40%
- X Months XXXXX +33%
- X Year XXXXX +23%

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

- X Week XXXXX +0.80%
- X Month XXXXX +5.70%
- X Months XXXXX +59%
- X Year XXXXX +112%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXX%

**Social topic influence**
[$tmdx](/topic/$tmdx) #4, [$adbe](/topic/$adbe) #27, [ai](/topic/ai) 9.09%, [$alab](/topic/$alab) #18, [matter](/topic/matter) #678, [$pypl](/topic/$pypl) #1677, [$nvo](/topic/$nvo) #148, [$se](/topic/$se) #15, [$path](/topic/$path) #139, [$nbis](/topic/$nbis) #113

**Top accounts mentioned or mentioned by**
[@dissectmarkets](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@endicottinvests](/creator/undefined) [@contextinvestor](/creator/undefined) [@futbaumi](/creator/undefined) [@mathlonning](/creator/undefined) [@achillesdes](/creator/undefined) [@tacticzh](/creator/undefined) [@dividenddynasty](/creator/undefined) [@cernunnoscap](/creator/undefined) [@daveyjuice](/creator/undefined) [@patientinvestt](/creator/undefined) [@thubbuch](/creator/undefined) [@dealbacarlos1](/creator/undefined) [@kaizen_investor](/creator/undefined) [@fadi_finance](/creator/undefined) [@wealthmatica](/creator/undefined) [@hippofinance](/creator/undefined) [@georgedubs](/creator/undefined) [@acce](/creator/undefined)

**Top assets mentioned**
[TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Sea Limited (SE)](/topic/$se) [UiPath, Inc. (PATH)](/topic/$path) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [ZetaChain (ZETA)](/topic/$zeta) [MercadoLibre Inc (MELI)](/topic/$meli) [Schlumberger NV (SLB)](/topic/$slb) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alibaba Group (BABA)](/topic/$baba) [Halliburton Company (HAL)](/topic/$hal) [On Holding AG (ONON)](/topic/$onon) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Netflix Inc (NFLX)](/topic/$nflx) [Nike Inc (NKE)](/topic/$nke) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Arista Networks Inc (ANET)](/topic/$anet) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Palantir (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts
Top posts by engagements in the last XX hours

""The 10000 is as far as were concerned something we are highly confident that we will achieve by 2028." My valuation based on this transplant volume target would bring $TMDX $XXX at a 9x P/S for a XX% CAGR by FY28. And Waleed tells me this is the floor. Not the ceiling"  
[X Link](https://x.com/WealthyReadings/status/1996655476608848028)  2025-12-04T18:58Z 9578 followers, 3315 engagements


"My problem today is that I can find too many great setups in the market. $TMDX = flawless. $BTC / $ETH = bottom vibes. $KWEB & $BABA = textbook retest. $ALAB & $NBIS = uptrend reclaim. $SLB & $HAL = ripping new highs. $LULU & $NKE = breaking out. & tons of names still below my buy levels. Can't catch them all"  
[X Link](https://x.com/WealthyReadings/status/1996989747009294759)  2025-12-05T17:07Z 9577 followers, 3871 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 $ONON $ETH $BTC $BABA $NBIS 👇"  
[X Link](https://x.com/WealthyReadings/status/1999214168290001187)  2025-12-11T20:26Z 9578 followers, 1064 engagements


"Few hours in $ZETA isnt very appealing to me. Revenue growth is rapidly slowing. FY28 expectations are $2.1B versus $1B in FY24 with guidance of $1.275B for FY25. That implies XX% YoY growth in FY25 followed by XX% CAGR through FY28 - a clear deceleration. Sure XX% CAGR is excellent but the slowdown raises questions about usage and demand. The bull case seems to rely on growing spending from existing clients shown by the rising proportion of $1M+ accounts. I assume bulls will argue this proves the service is valuable but growth cannot be sustained only by existing clients. They need new ones"  
[X Link](https://x.com/WealthyReadings/status/1994444551071715693)  2025-11-28T16:33Z 9580 followers, 23.1K engagements


"$ADBE is trading at its lowest multiples ever. $LULU is trading at its lowest multiples ever. $PYPL is trading at its lowest multiples ever. $NVO is trading at its lowest multiples ever. Which other name deserves to join that list"  
[X Link](https://x.com/WealthyReadings/status/1995522077659693458)  2025-12-01T15:55Z 9580 followers, 2976 engagements


"@Fut_Baumi Yup. $SE sa well. Many stock show lots of weakness lately. Not very reassuring to me but well. That's the market"  
[X Link](https://x.com/WealthyReadings/status/1996313498448515133)  2025-12-03T20:20Z 9575 followers, XXX engagements


"@SixSigmaCapital Not sure it answers your criteria but energy names have been doing well lately looking at $SLB & $HAL personally. And names like $DG and $DLTR also are in an uptrend which says a lot"  
[X Link](https://x.com/WealthyReadings/status/1996652646950944769)  2025-12-04T18:47Z 9580 followers, XXX engagements


"Start investing in the best only. Not the best company. Not the best stock. The best opportunity. You don't want to marry your fifth choice or to buy the tenth top shoes. But in life you sometimes have to compromise. In investing you don't. You can focus on your first choice over and over again. Yet most deploy capital on their 10th or 15th-best idea. Why would you do that Your liquidity deserves the best setup. Leave the rest behind"  
[X Link](https://x.com/WealthyReadings/status/1998080131030564952)  2025-12-08T17:20Z 9559 followers, 1318 engagements


"@Kaizen_Investor Sure will The top will be only temporary"  
[X Link](https://x.com/WealthyReadings/status/1998519665803542819)  2025-12-09T22:26Z 9580 followers, XX engagements


"@AchillesDes Sure. Clickhouse too. And many others"  
[X Link](https://x.com/WealthyReadings/status/1998519780291260708)  2025-12-09T22:27Z 9571 followers, XX engagements


"While everyone panicked in November as the chances of rate cuts reduced I kept my head cool & shared that I'd continue to buy my stocks during the dip with clear arguments why. All my buys are green since that day some of them are even very green - namely $ALAB $NBIS $ONON $BTC & $ETH. And yes without much surprises the FED did cut rates. When investing reacting is losing"  
[X Link](https://x.com/WealthyReadings/status/1998835984209715563)  2025-12-10T19:23Z 9577 followers, 1915 engagements


"Powell saying there will only be one rate cut in 2026 is like me saying $NVDA will bump its dividend by XX% every month. My pleasure"  
[X Link](https://x.com/WealthyReadings/status/1998836093471355017)  2025-12-10T19:23Z 9563 followers, XXX engagements


"ChatGPT wouldn't add $ADBE's softwares in-app if it could do it"  
[X Link](https://x.com/WealthyReadings/status/1998857217219711139)  2025-12-10T20:47Z 9566 followers, XXX engagements


"ChatGPT wouldn't add $ADBE's softwares in-app if it could do it. You don't usually include your competition in your tool. Just sayin'"  
[X Link](https://x.com/WealthyReadings/status/1998860585182834695)  2025-12-10T21:01Z 9578 followers, 4861 engagements


"Everyone talked about $ALAB for months; now most have forgotten it after a 40%+ drop this past month. Momentum slowed as competition entered the AI bottleneck trade. Nvidia is working on it & partnered with Intel while Broadcom and Marvell remain strong players in the field. But neither Broadcom nor Marvell are working on PCIe6. Their core businesses are already supply constrained with no incentive to chase a niche. Intel is still multiple quarters away from having a credible product. Meanwhile $ALAB is scaling its P-Series and launching the X-Series both designed to boost AI compute"  
[X Link](https://x.com/WealthyReadings/status/1979234644600971529)  2025-10-17T17:14Z 9577 followers, 14K engagements


"I constantly try to look for the best possible set up. And build large positions once I find it. My conditions are pretty strict. X. Strong fundamentals and narratives. X. Correct valuation or undervalued. X. Positive or neutral price action. What stock would fit those today"  
[X Link](https://x.com/WealthyReadings/status/1991520155457744998)  2025-11-20T14:53Z 9579 followers, 1402 engagements


"Finished looking into $PATH: Im not convinced mainly due to ARR dollar growth deceleration. I understand the bull case. But until the data backs it up Ill stay out. That said $PATH has one of the best chart on the market and reports next week. Now onto $ZETA. Which one should I check next"  
[X Link](https://x.com/WealthyReadings/status/1993706045659644393)  2025-11-26T15:38Z 9579 followers, 44.9K engagements


"Dropped my $TMDX valuation model to subs. Still a buy after its XX% rally We're going over the numbers & the growth verticals. 🔹U.S. market & next-gen OCS 🔹European expansion 🔹Kidney OCS 🔹& more Concluding on my investing plan for my biggest position. Link's in bio"  
[X Link](https://x.com/WealthyReadings/status/1994822883185684752)  2025-11-29T17:36Z 9579 followers, 5459 engagements


"I am intentionally walking away from one of the best setups on the market. $PATH looks just ready to explode post-earnings 🚀 But it doesn't fit my system. This is the hardest part in the markets: turning your back on some massive setups because it doesn't check all boxes. But systems are here to protect us from ourselves"  
[X Link](https://x.com/WealthyReadings/status/1995925582341624273)  2025-12-02T18:38Z 9579 followers, 12.2K engagements


"$TMDX is going through its breakout retest now instead of exploding into more volatility later. This is a clean breakout-consolidation. It could even pull back to around $XXX without bothering me at all. We're still going higher. Much higher if you believe the valuation I shared a few days ago - link's in bio"  
[X Link](https://x.com/WealthyReadings/status/1996274446613549449)  2025-12-03T17:44Z 9579 followers, 3733 engagements


"As expected. You sometimes have to miss one to be protected for the next mistakes. Still hurts to miss a XX% move. Congrats to shareholders $PATH"  
[X Link](https://x.com/WealthyReadings/status/1996342479143256321)  2025-12-03T22:15Z 9579 followers, 5241 engagements


"$TMDX is once again the best buy in the market. Great and improving fundamentals. Multiple growth levers until FY30. Reasonable valuation at $XXX. Perfect breakout & retest PA. This is the #1 set up short medium & long term and the many articles in my bio will detail this to you with perfect clarity"  
[X Link](https://x.com/WealthyReadings/status/1996596818310795312)  2025-12-04T15:05Z 9579 followers, 3889 engagements


"@dissectmarkets I hope too"  
[X Link](https://x.com/WealthyReadings/status/1998467540931039720)  2025-12-09T18:59Z 9577 followers, XXX engagements


"We'll have all the IPOs we wanted in 2026. OpenAI. SpaceX. Anduril. And more. And that'll be the top"  
[X Link](https://x.com/WealthyReadings/status/1998503084998512932)  2025-12-09T21:20Z 9579 followers, 1891 engagements


"@TacticzH I've not seen $NVO complain about $HIMS much not since long at least - post shortage end. I've seen them acknowledge that their products are less demanded than $LYLY's though"  
[X Link](https://x.com/WealthyReadings/status/1998824908613365921)  2025-12-10T18:39Z 9579 followers, XXX engagements


"And those GB/NVLink infra will need upgrades to lower those bottlenecks even further and improve compute. Upgrades which nvidia doesn't provide itself which is why it allows customization - which slows down even further the shipments. That's $ALAB & $CRDO's job. I'd look at them if I wanted to play the net leg of the AI ramp up"  
[X Link](https://x.com/WealthyReadings/status/1998866397003161784)  2025-12-10T21:24Z 9579 followers, XXX engagements


"The market doesn't care about disruption it cares to see proof of it not and never happening. And $ADBE doesn't give it with a stable FY26 guidance. There is a clear growth in usage. Not a clear proof of dominance The market doesn't care about normal usage not enough to give a premium for it"  
[X Link](https://x.com/WealthyReadings/status/1999078179206537418)  2025-12-11T11:25Z 9579 followers, XXX engagements


"@DividendDynasty I understand why Just worried it ends up like a paypal"  
[X Link](https://x.com/WealthyReadings/status/1999082648686518764)  2025-12-11T11:43Z 9579 followers, XX engagements


"@CernunnosCap "Might" is a key word here. And note that I am not saying this won't happen. Pretty sure the market will prove stupid price target right. It's not that I am calling out here. It's the process"  
[X Link](https://x.com/WealthyReadings/status/1968732295721816464)  2025-09-18T17:42Z 9579 followers, XXX engagements


"@dissectmarkets I don't think it's a comparable story tbh. $ADBE has more for itself than $PYPL used to. But let's see"  
[X Link](https://x.com/WealthyReadings/status/1998468113403085193)  2025-12-09T19:01Z 9580 followers, XXX engagements


"This is something they have been trying to do for long by now. Not sure if it passes or not and it could hurt $HIMS but I think by now GLP-1 shouldn't even be talked about anymore. Their arket has been so restrained since the shortage end that with or without. It won't be the growth source the market needs"  
[X Link](https://x.com/WealthyReadings/status/1998821774960611505)  2025-12-10T18:27Z 9579 followers, 1342 engagements


"Stop complaining about the $PYPL CFO telling the truth. Weakness is here for longer. The mistake isn't on them for being honest; it's on us for selecting a weaker stock than we thought. Accept the truth and move on. Don't blame it on them. Focus on your next move. That is all that matters"  
[X Link](https://x.com/WealthyReadings/status/1996282092909683135)  2025-12-03T18:15Z 9580 followers, 21K engagements


"The next big wave of returns in AI will come from new narratives. I believe two mainly. Companies pushing compute forward. Not "more" compute better compute. Optimized compute notably in term of energy consumption which will be achieved by reducing bottlenecks. Companies actually leveraging AI to deliver value. Right now we barely have any. Image generation is impressive but it was never something people were actively asking for. Weve seen improvements in ads and some automation but thats nothing compared to what's coming. Finding those handful names will be enough to beat the market by a"  
[X Link](https://x.com/WealthyReadings/status/1998485054448714236)  2025-12-09T20:09Z 9579 followers, 1301 engagements


"@contextinvestor @davey_juice That's different. They proved their technologies' capacities doesn't matter on which economical systems. Thei hardware is capable of pushing science further to places it couldn't go before"  
[X Link](https://x.com/WealthyReadings/status/1999171940624306231)  2025-12-11T17:38Z 9580 followers, XX engagements


"$TMDX is up XX% since that post XX session earlier. I guess "dirt cheap" was the right phrasing"  
[X Link](https://x.com/WealthyReadings/status/1995531318483189930)  2025-12-01T16:31Z 9579 followers, 2608 engagements


"$ALAB is up more than XX% in two days following $CRDO earnings. Why Because the market starts to understand that the next AI winners aren't the obvious ones who sell volume. They are the small ones who sell optimization. I bought $ALAB a few days ago for XX% of the portfolio. I now have all the confirmations I need to double the position. Bet big on your winners when the stars are aligned"  
[X Link](https://x.com/WealthyReadings/status/1995902280139444297)  2025-12-02T17:06Z 9580 followers, 6694 engagements


"$PATH is up XX% since that post. And no one said thank you"  
[X Link](https://x.com/WealthyReadings/status/1996657951034298457)  2025-12-04T19:08Z 9577 followers, 13.6K engagements


"$ADBE is cheap for very good reasons. Is the company bad No. Is it making money Lots. Does it have high multiples No. Doesn't the market realise that It does. The problem is uncertainty. No one doubt of the quality of the business and its cash generation potential; many doubts about its sustainability in an AI dominated world even if Adobe does AI. New tools are taking over some basic work. Who's to say demand will continue to go to $ADBE The market doesn't like risk it can't measure. This uncertainty doesn't make the risk/reward attractive right now. That's why $ADBE isn't catching a bid. Do"  
[X Link](https://x.com/WealthyReadings/status/1998053946699518426)  2025-12-08T15:35Z 9577 followers, 26.1K engagements


"So many falling knives in the markets right now. So many getting burnt because of impatience and ego. $SE $MELI $NFLX $NVO $ANET . Be patient. They all are excellent and their time will come. Just wait for it. Don't let your ego take over"  
[X Link](https://x.com/WealthyReadings/status/1998398098880479485)  2025-12-09T14:23Z 9578 followers, 2714 engagements


"Both $SE and $MELI keep falling. Both trade below my assumed fair value. Both can go much lower. In both case their e-com are under pressure. Competition is pushing them to defend market share and that often means sacrificing margins short term to onboard and retain customers. Protect their market shares. None of this is new. It has happened before it is common in this sector and it is not going away anytime soon. The challenge is that we may be entering a softer period. When that happens the market doesn't maintain high premiums because those premiums are tied to expectations of future cash"  
[X Link](https://x.com/WealthyReadings/status/1998814093315129515)  2025-12-10T17:56Z 9578 followers, 9477 engagements


"$TMDX keeps getting punished for doing exactly what youd expect a top performer to do: disrupt a sector expand the market build a near-monopoly position and consistently outperform. The hard life of a winner"  
[X Link](https://x.com/WealthyReadings/status/1998815076825051263)  2025-12-10T18:00Z 9578 followers, 4819 engagements


"@Mindset4Money_X Sadly I think the only reason for $ADBE to go balistic is to show that AI is actually creating demand for their products. The market doesn't want stable earnings. It wants growth. A tangible proof of demand"  
[X Link](https://x.com/WealthyReadings/status/1998822944953250189)  2025-12-10T18:31Z 9579 followers, XXX engagements


"@patientinvestt Exactly like $SE their are many reasons for this; the market being worried that their shrinking margins might be the result of market shares fights"  
[X Link](https://x.com/WealthyReadings/status/1998826461160157230)  2025-12-10T18:45Z 9578 followers, 5464 engagements


"$ADBE did everything right. Another steady quarter record cash generation big buybacks guidance above expectations for stable continuation. But the market doesnt care. Why Because it wants financial proof of dominance. And that hasnt shown up yet. Patience"  
[X Link](https://x.com/WealthyReadings/status/1998865929187516460)  2025-12-10T21:22Z 9578 followers, 13.9K engagements


"@davey_juice Your biggest position is $CRWV. The irony. Love the aggressivity though. Useful and constructive. Great baitclick"  
[X Link](https://x.com/WealthyReadings/status/1999073194586833163)  2025-12-11T11:06Z 9578 followers, XXX engagements


"here's my arguments on why $ADBE doesn't deserve a premium"  
[X Link](https://x.com/WealthyReadings/status/1999224085990216053)  2025-12-11T21:05Z 9578 followers, XXX engagements


"@CaesarCapitalz I think people forget about a small company named $PLTR 🙄"  
[X Link](https://x.com/WealthyReadings/status/1999230755612823737)  2025-12-11T21:32Z 9578 followers, XXX engagements


"What if $ORCL RPOs actually came through What if OpenAI really could pay for its commitments The consensus right now is that OpenAI cant generate enough demand to support its scale. Many assume failure by default. But that view is built entirely on speculation. No data. Meanwhile RPOs ramp across every compute provider pointing to real & broad-based demand not just from OpenAI but from enterprises everywhere. $PLTR is a perfect example: AI services across every sector and all of it requires compute. For weeks the bear case has been treated as the default narrative. It doesn't mean we should"  
[X Link](https://x.com/WealthyReadings/status/1999235855987376532)  2025-12-11T21:52Z 9578 followers, XXX engagements


"$NFLX used to be a compounder with solid growth tons of cash flow and a huge market left to tap in. The Warner Bros deal changes the risk profile. A $70B+ acquisition for a $420B company means leverage and execution risk. It doesnt mean failure. It means the market prices in risk and won't give the stock its premium anymore. If anything this could turn into a great opportunity given how great management has been and the potential of all the IPs. But its going to take time"  
[X Link](https://x.com/WealthyReadings/status/1999515589744664807)  2025-12-12T16:24Z 9578 followers, XXX 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/WealthyReadings/status/1984270922358940107)  2025-10-31T14:47Z 9578 followers, 91.2K engagements


"$TMDX has reshaped the transplant industry by making Donation after Circulatory Death (DCD) organs scalable. Since the liver OCS rolled out late 2021 DCD liver transplants grew at XX% CAGR. Thats about 3500 additional liver transplants compared with what we would have expected without this tech. On top of that success rates climbed from XXXX% to XX% over the same period. $TMDX OCS is the main driver behind this jump in usable organs and better results. This is what the company does and data backs their systems. A system which allows organs to function outside of a body allows organisation"  
[X Link](https://x.com/WealthyReadings/status/1999228173335380362)  2025-12-11T21:21Z 9578 followers, 4734 engagements


"I finally sold out off $PYPL today. The company has potential but the execution just hasnt kept up. What was supposed to be a fast-pace rollout turned into a constant in the next few quarters. The new checkout experience was built over a year ago and is rolled out to XX% of clients. No real updates on PayPal World and management keeps pointing to weak consumers delays and 2026 as another investment year. There are positives sure. Branded is growing and Braintree has been purged the agentic payment service is out and this could drive engagement but those were only secondary bull cases to my"  
[X Link](https://x.com/WealthyReadings/status/1999589605507576092)  2025-12-12T21:18Z 9578 followers, XXX engagements