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# ![@davey_juice Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1454132363529699329.png) @davey_juice Frank Slootman’s Abandoned Projects

Frank Slootman's abandoned projects have garnered attention lately, particularly with his previous company, Snowflake, having sold off some of its shares. Meanwhile, Mercado Libre ($meli) has seen significant developments, including the appointment of a new CEO and favorable comparisons to another company ($cost) in terms of growth and valuation. Additionally, $meli and $se are competing in the Latin American e-commerce space, with $meli dominating most of its markets.

### Engagements: XXXXXX [#](/creator/twitter::1454132363529699329/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +122%
- X Months XXXXXXXXX +435%
- X Year XXXXXXXXX +14%

### Mentions: XX [#](/creator/twitter::1454132363529699329/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:posts_active.svg)

- X Week XXX +13%
- X Month XXX +51%
- X Months XXXXX +429%
- X Year XXXXX +46%

### Followers: XXXXX [#](/creator/twitter::1454132363529699329/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:followers.svg)

- X Week XXXXX +1.10%
- X Month XXXXX +12%
- X Months XXXXX +55%
- X Year XXXXX +58%

### CreatorRank: XXXXXXX [#](/creator/twitter::1454132363529699329/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1454132363529699329/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1454132363529699329/influence)
---

**Social category influence**
[stocks](/list/stocks)  #6357 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #5408 [celebrities](/list/celebrities)  XXXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$meli](/topic/$meli) #5, [$rbrk](/topic/$rbrk) #2, [$app](/topic/$app) #6, [$se](/topic/$se) #2, [$nu](/topic/$nu) #2, [$dlo](/topic/$dlo) #3, [$snow](/topic/$snow) #2, [$tsm](/topic/$tsm) #17, [$crdo](/topic/$crdo) #15, [$asml](/topic/$asml) #19

**Top accounts mentioned or mentioned by**
[@gabgrowth](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@justuravgstonk](/creator/undefined) [@grok](/creator/undefined) [@lukacapital](/creator/undefined) [@simeonresearch](/creator/undefined) [@samsolid57](/creator/undefined) [@sergeycyw](/creator/undefined) [@25investor](/creator/undefined) [@freedbyfinance](/creator/undefined) [@redcoatchicago](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@rubenslashh](/creator/undefined) [@wj21331](/creator/undefined) [@daveyjuice](/creator/undefined) [@rahulsetty](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@wearycenturion](/creator/undefined) [@realroseceline](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Applovin Corporation (APP)](/topic/$app) [Sea Limited (SE)](/topic/$se) [NuCypher (NU)](/topic/$nu) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Snowflake, Inc. (SNOW)](/topic/$snow) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [Helium IOT (IOT)](/topic/$iot) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cloudflare, Inc. (NET)](/topic/$net) [4 (FOUR)](/topic/$four) [Datadog Inc (DDOG)](/topic/$ddog) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Hot Dog (COST)](/topic/$cost) [IREN Limited (IREN)](/topic/$iren) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palantir (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Shopify Inc (SHOP)](/topic/$shop) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Arista Networks Inc (ANET)](/topic/$anet) [Coupang, Inc. (CPNG)](/topic/$cpng) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Fortinet Inc (FTNT)](/topic/$ftnt) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Intuit Inc. (INTU)](/topic/$intu) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Now Coin (NOW)](/topic/$now) [SolanaSail (SAIL)](/topic/$sail) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Simplify Macro Strategy ETF (FIG)](/topic/$fig)
### Top Social Posts [#](/creator/twitter::1454132363529699329/posts)
---
Top posts by engagements in the last XX hours

"Imagine buying $asml at a more expensive multiple than $tsm 😂"  
[X Link](https://x.com/davey_juice/status/1978840198336180547) [@davey_juice](/creator/x/davey_juice) 2025-10-16T15:07Z 5929 followers, XXX engagements


"Best r/r next 5-7 years $adyen $se $four $qqq"  
[X Link](https://x.com/davey_juice/status/1970208344938885272) [@davey_juice](/creator/x/davey_juice) 2025-09-22T19:27Z 5925 followers, 1331 engagements


"This is my GARP list- names that I would swing trade if valuation got ridiculous also some names I am watching to see if they will become future GARP plays $adyen $anet $asml $cpng $cybr $dnp.wa $ftnt (like it here/lower for 6-24 mo swing) $grab $intu $isrg $kvyo (debtably attractive here- was actually just looking) $mndy $mpwr $msft $now $panw $pcor $sail $ttd $uber $veev None of these names would I want to hold for LT (as of now) but these names are more for 3-36 month trades. Those that have followed me will notice names Ive successfully swing traded before like: $ttd $veev $panw $now"  
[X Link](https://x.com/davey_juice/status/1971362449342242858) [@davey_juice](/creator/x/davey_juice) 2025-09-25T23:53Z 5925 followers, 8209 engagements


"Other supporting tech: PAM4 signaling (doubles data per lane) LRO (Linear Repeater Optics) for longer reach CPO (Co-Packaged Optics) for extreme density and XX% extra power savings Credo already ships products like Dove XXX (800G) and is working on 3nm DSPs for 1.6T optics. Theyre covering todays needs with LPO/LRO and lining up for the next phase (CPO speeds). Think of it like this: DSP optics = toll booths: reliable but slow and expensive LPO = cars handle bumps themselves faster and cheaper for short trips LRO = add a few checkpoints for longer drives CPO = build the road right into the"  
[X Link](https://x.com/davey_juice/status/1967012533572972953) [@davey_juice](/creator/x/davey_juice) 2025-09-13T23:48Z 5904 followers, 1131 engagements


"$CRDO Credo uses a mix of technologies to optimize AI networking: Copper SerDes high-speed chip-to-chip links inside servers Optical LPO/LRO short-reach links between boards/racks PAM4 signaling doubles data per lane This combination balances power cost and latency. The numbers back the thesis up: Q1 FY26 revenue: $223M (+274% YoY) EPS: $XXXX Q2 guide: $230240M (likely sandbagged) X customers expected to be XX% of revenue names like Amazon Microsoft and xAI"  
[X Link](https://x.com/davey_juice/status/1967013240577130662) [@davey_juice](/creator/x/davey_juice) 2025-09-13T23:51Z 5904 followers, 1646 engagements


"I would start to add to $iot under XX in all likelihood. I trimmed about 1/10th of my position at XX. Would not mind adding that back sub XX. Dont need to tho. Patience for me here. Lots of overhang from losing control of some patents here"  
[X Link](https://x.com/davey_juice/status/1972749296757096779) [@davey_juice](/creator/x/davey_juice) 2025-09-29T19:44Z 5908 followers, XXX engagements


"🥇 Why $RBRK Wins Deals vs. Competitors: 🧵 X. Rubrik vs. Cohesity+Veritas (Combined entity) -Cohesity strengths: Biggest installed base in the industry (Veritas NetBackup legacy + Cohesity newer cloud-native). 12000+ enterprise customers (they dont specify what makes a customer enterprise) 85+ Fortune XXX & nearly XX% of the Global XXX companies. Post-merger Cohesity reported over $1.5B in ARR and revenue (pro forma) of $1.7B. -However Why Rubrik Wins: Cohesity + Veritas now have overlapping products (Cohesity DataProtect Veritas NetBackup Veritas Alta). Customers worry which will survive"  
[X Link](https://x.com/davey_juice/status/1973595589532106911) [@davey_juice](/creator/x/davey_juice) 2025-10-02T03:47Z 5905 followers, 4301 engagements


"Best buys here imo: $meli $dlo $four $crdo (way higher multiple/growth) $rbrk sub XX (way higher multiple/growth) Best buys 10-15% below $se $app $oust"  
[X Link](https://x.com/davey_juice/status/1974147075324719404) [@davey_juice](/creator/x/davey_juice) 2025-10-03T16:18Z 5906 followers, 4134 engagements


"Been seeing some terrible $nvda takes so let me clarify point by point how I see it and why you need to actually do the work: X. Circular financing destroyed Cisco and Nortel True only because they were literally financing customers purchases. Cisco/Nortel extended billions in vendor loans to startups to buy routers/optical gear. When those dot-coms went bust Cisco/Nortel were left with unpaid receivables bloated inventory and a fake sense of demand. That was a credit collapse and a balance sheet implosion. $NVDA doesnt do that: they get cash before shipment. Only about XX% of NVIDIAs sales"  
[X Link](https://x.com/davey_juice/status/1974705958426235089) [@davey_juice](/creator/x/davey_juice) 2025-10-05T05:19Z 5908 followers, 51.3K engagements


"The answer is that they are customers of $DLO I was pretty sure no one would get that. But yeah they have some massive public (and private) companies as customers most of these are customers that have been with them for 4+ years. $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"  
[X Link](https://x.com/davey_juice/status/1974841929666834435) [@davey_juice](/creator/x/davey_juice) 2025-10-05T14:19Z 5904 followers, 6173 engagements


"Added to $meli 2139"  
[X Link](https://x.com/davey_juice/status/1975193466138476684) [@davey_juice](/creator/x/davey_juice) 2025-10-06T13:36Z 5907 followers, 4739 engagements


"Im hoping $meli continues to fall. Will continue to accumulate bigger and bigger amounts. One of the companies I feel the most comfortable/highest conviction in. For this market I dont see any other higher upside plays with less risk. There are safer plays and more risky plays but the balance you get with MELI is good valuation clear market leader durable growth (one of most durable growth Ive seen in its years on the market seasoned leadership w a new ceo taking over who is hungry to prove the company is more than just Marcos/Pedro and many more"  
[X Link](https://x.com/davey_juice/status/1975221755217158489) [@davey_juice](/creator/x/davey_juice) 2025-10-06T15:28Z 5906 followers, 3399 engagements


"I feel like Im committing misdemeanors buying $meli here Under 2000 is a felony type vibe. Im feeling dangerous"  
[X Link](https://x.com/davey_juice/status/1975224695927837013) [@davey_juice](/creator/x/davey_juice) 2025-10-06T15:40Z 5907 followers, 1807 engagements


"Did Cramer come out in favor of $meli or smth Are people thinking Argentina is gonna be insolvent Do people think Amazon is gonna crush them finally after all these years of trying and pouring money into it Will $SE or the knockoff Chinese companies dethrone the king Is LatAm gonna fall off the map These bear thesis are getting kinda funny how often they cycle thru and which one they pick this time. $meli multiple compresses further Great Ill make my position 100k$+"  
[X Link](https://x.com/davey_juice/status/1975279901658718377) [@davey_juice](/creator/x/davey_juice) 2025-10-06T19:20Z 5906 followers, 2954 engagements


"I think theres a chance $meli grows faster in 2h XX and 1h XX as compared to the trailing XX month period (2h 24-1h25) due to shipping changes in brazil. With ads growing fast i dont think this hurts margins much. LT wont matter to margins anyways but either way it will be gross profit accretive imo & def expands scale. Squeeze other players a bit 🤏"  
[X Link](https://x.com/davey_juice/status/1975282488151802256) [@davey_juice](/creator/x/davey_juice) 2025-10-06T19:30Z 5906 followers, 3057 engagements


"Me if $meli gets down under 1800 during the tariff height fears (which is hilarious as it doesnt even affect them- I was buying heavy then also). I will gobble up more shares than your fattest relative at thanksgiving dinner when his favorite sister in law cooks"  
[X Link](https://x.com/davey_juice/status/1975284938397159490) [@davey_juice](/creator/x/davey_juice) 2025-10-06T19:40Z 5906 followers, 1653 engagements


"Had to trim $iot a bunch at XXXXX to make this add happen"  
[X Link](https://x.com/davey_juice/status/1975324075452211520) [@davey_juice](/creator/x/davey_juice) 2025-10-06T22:15Z 5906 followers, XXX engagements


"I will give a few analogies: Fighting against $meli on their home turf is like trying to play ⚽ against people native to the cities located 4-5KM high in Peru while not understanding the rules of the game until its 5-0. Its like trying to steal a grown mans woman in front of him without knowing the mans an elite boxer. Its like a grandma fighting back against a bad guy and trying to knock him out. Its like thinking you can trade better than Nancy Pelosi. Its like trying to fish with no instruments. Its possible but the odds are heavily stacked against you. One of the companies I worry least"  
[X Link](https://x.com/davey_juice/status/1975392870396821666) [@davey_juice](/creator/x/davey_juice) 2025-10-07T02:48Z 5906 followers, 2247 engagements


"Some late night math on $app from my POV 7B EBIT expected 2027 (estimates low) = XXXX EV/Revenue at roughly XXX. Lets say trades 40x fwd EBIT 2027 in end of 2026. And they do 8B EBIT. Would be 320B market cap or $XXX stock in 12-15 months if this is accurate not even counting cash. Currently 199B. Would be XX% returns in a year from AH price. Now lets be more conservative assume 30x fwd & 7.5B EBIT. Thats 225B or XXXX% returns from AH price of XXX. If you go one year more out it gets a lot cheaper. But if the multiple continues to shrink this opportunity will get better and better. Say they"  
[X Link](https://x.com/davey_juice/status/1975469827209744484) [@davey_juice](/creator/x/davey_juice) 2025-10-07T07:54Z 5904 followers, 7308 engagements


"$MELI announced it will offer free same-day shipping starting October XX for subscribers on purchases over XX reais ($3.56) in Brazil and have four more fulfillment centers in the country by the end of 2025. Lets see Amazon offer same day shipping in most of Brazil for no extra cost profitably. Cant be done any time soon"  
[X Link](https://x.com/davey_juice/status/1975653808005874011) [@davey_juice](/creator/x/davey_juice) 2025-10-07T20:05Z 5906 followers, 11.3K engagements


"$se biggest advantage over other EM plays is that they operate in low inflationary regions that are also growing projected to grow faster than any other region. Im hoping the head and shoulder confirms and tops out around XXX and I get a chance to buy more at 140s/150s"  
[X Link](https://x.com/davey_juice/status/1975703160430702846) [@davey_juice](/creator/x/davey_juice) 2025-10-07T23:21Z 5906 followers, 1882 engagements


"Lets break down $nu expansion to USA by their potential clientele We know: -Roughly 40M people live in USA native to Brazil Mexico Colombia -Roughly 46M speak Spanish/portuguese as first language at home -if we add 10M illegal Spanish speakers we get roughly 56M native -if we then add the 15-17M Brazilians that travel to the USA regularly we get 70-75M potential clients that they have the advantage of getting. 70-75M is more than half of Mexico population btw all with way higher ARPAC On top of this The founder said in an interview they have 400-500k Brazilians who have an account in Brazil"  
[X Link](https://x.com/davey_juice/status/1975805266227577070) [@davey_juice](/creator/x/davey_juice) 2025-10-08T06:07Z 5904 followers, 2160 engagements


"2 months after the below tweet $meli 2027 revenue estimates have moved from 41.9B to 43.4B. In total in X months analysts have pushed $meli estimates up by XXXX% from 38B to 43.4B. In this same time frame $meli stock is down a few %. Fear stronger than reality"  
[X Link](https://x.com/davey_juice/status/1975956321028710461) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:07Z 5906 followers, 5814 engagements


"Im gonna get a $nu bank account the first day possible. Call it DD. Fuck the American trash can banks anyways"  
[X Link](https://x.com/davey_juice/status/1975957785574793306) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:13Z 5905 followers, 1137 engagements


"Good interview $app"  
[X Link](https://x.com/davey_juice/status/1975966220823429329) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:47Z 5905 followers, 1595 engagements


"I found the real reason why $meli is down"  
[X Link](https://x.com/davey_juice/status/1976102249828151461) [@davey_juice](/creator/x/davey_juice) 2025-10-09T01:47Z 5905 followers, 7643 engagements


"Well needed thread: Who is Ariel Szarfsztejn the new CEO of $meli who takes over officially next quarter (2026): 🧵"  
[X Link](https://x.com/davey_juice/status/1976106467150217640) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:04Z 5906 followers, 4452 engagements


"Favorite quote: The opportunities for $meli over the next XX years are equal to or greater than those we experienced in the first XX years"  
[X Link](https://x.com/davey_juice/status/1976110264690119012) [@davey_juice](/creator/x/davey_juice) 2025-10-09T02:19Z 5907 followers, XXX engagements


"$rbrk higher high after ER drop here at XXXXX ☑ Now to see if it can make a higher low than XX ❓"  
[X Link](https://x.com/davey_juice/status/1976312408097554656) [@davey_juice](/creator/x/davey_juice) 2025-10-09T15:42Z 5905 followers, 2704 engagements


"The U.S. has completed a $XX billion currency swap deal with Argentina and is also buying Argentine pesos directly to help support and stabilize Argentinas economy. Trump & Milei to meet on October 14th (my birthday so itll go well) $meli up XXX% as we seem to conclude one of the dumber sell offs Ive seen in their recent history"  
[X Link](https://x.com/davey_juice/status/1976371654113554512) [@davey_juice](/creator/x/davey_juice) 2025-10-09T19:38Z 5906 followers, 5452 engagements


"If I dont buy any more shares of $meli my position will hit 100k$ in value at about 3050$/share. Theyve yet to disappoint me on an earnings since I initiated a position 4-5 years ago. More or less the only company I can say that about in that period"  
[X Link](https://x.com/davey_juice/status/1976379558908875256) [@davey_juice](/creator/x/davey_juice) 2025-10-09T20:09Z 5906 followers, 3112 engagements


"@QualityInvest5 Have you ever heard of applovin"  
[X Link](https://x.com/davey_juice/status/1976450223435284822) [@davey_juice](/creator/x/davey_juice) 2025-10-10T00:50Z 5904 followers, 1161 engagements


"$nu making it to Brazilian chicks instagrams that I met while I was down there. Cant be a bad thing. Word of mouth advertising:)"  
[X Link](https://x.com/davey_juice/status/1976546353242415173) [@davey_juice](/creator/x/davey_juice) 2025-10-10T07:12Z 5905 followers, 1217 engagements


"$meli and $dlo giving back most of their gains today"  
[X Link](https://x.com/davey_juice/status/1976659777775337606) [@davey_juice](/creator/x/davey_juice) 2025-10-10T14:43Z 5907 followers, 3587 engagements


"$nu Really hoping they hit Peru next. They can dominate there. For a few reasons. Theyll push the country from the caveman payments era to the digital AI era with payments Basically no serious competition"  
[X Link](https://x.com/davey_juice/status/1976712354953150759) [@davey_juice](/creator/x/davey_juice) 2025-10-10T18:12Z 5906 followers, 1208 engagements


"Please @nubank go into Peru XX% unbanked over 30m ppl XX% have no CC $nu hoping Peru is next. Also its probably the most touristy country in LatAm"  
[X Link](https://x.com/davey_juice/status/1976800940327157936) [@davey_juice](/creator/x/davey_juice) 2025-10-11T00:04Z 5906 followers, 2463 engagements


"$app mangement sees e-commerce as a lot bigger of an opportunity than gaming btw. Currently only X% market share and XX% of revenue. I think 26-27 revenue bull case is cagr north of 40%"  
[X Link](https://x.com/davey_juice/status/1976828320227770767) [@davey_juice](/creator/x/davey_juice) 2025-10-11T01:52Z 5904 followers, 2680 engagements


"On top of this $app management said they are going to continue exploring new verticals said theres no reason why they wont be in more in coming years. Said not even in 5yr"  
[X Link](https://x.com/davey_juice/status/1976830068581449930) [@davey_juice](/creator/x/davey_juice) 2025-10-11T01:59Z 5904 followers, 1633 engagements


"$meli is cheaper than $cost on fwd gaap p.e basis but growing 7x faster. Do with this what you will"  
[X Link](https://x.com/davey_juice/status/1976830349197103498) [@davey_juice](/creator/x/davey_juice) 2025-10-11T02:00Z 5905 followers, 12.8K engagements


"Sold out of $iot position mostly at 38.5-40.5 minus X shares which I will sell next week +10% total (57% annualized) on position in XXX months. Ill consider buying this back under 33.5ish. Under XX would be hard to resist. Still bullish but being extremely picky with capital. I see better opportunities than this in high 30s"  
[X Link](https://x.com/davey_juice/status/1976926008528839132) [@davey_juice](/creator/x/davey_juice) 2025-10-11T08:21Z 5905 followers, XXX engagements


"@wolfofharcourt I like $bkng better"  
[X Link](https://x.com/davey_juice/status/1976929272737808674) [@davey_juice](/creator/x/davey_juice) 2025-10-11T08:34Z 5905 followers, XXX engagements


"$app has a way bigger vision than their Q2 numbers suggest. This is a clear LT winner But broadly speaking in economic terms the gaming dollars spent versus the total TAM in the economy is not that big. Now we're about to tap into the whole world. And if we can help every type of business top of funnel the bottom of funnel and price on revenue not only are we going to be a really great return for our shareholders we're going to help their economies expand. We're going to create millions of jobs and that gets us really excited internally"  
[X Link](https://x.com/davey_juice/status/1976938549585830271) [@davey_juice](/creator/x/davey_juice) 2025-10-11T09:10Z 5904 followers, XXX engagements


"$app sees themselves being incremental to the dollars they spend elsewhere They have been showing a good enough ROI to essentially expand the advertisers budget mean look like we have a huge opportunity in front of us just opening up the platform to web-based advertisers e-commerce being the biggest TAM and the most fragmented industry and the one that we've really played around with inside our pilot. We've been in this pilot state for a year. And we went through and we recruited hundreds of advertisers that we disclosed in Q1. And I said a year ago my scoreboard was can we get as much"  
[X Link](https://x.com/davey_juice/status/1976943188431475052) [@davey_juice](/creator/x/davey_juice) 2025-10-11T09:29Z 5904 followers, 1183 engagements


"2 levels I am watching on $meli under here. XXX MAs above a us in mid 2200s if we dont stabilize over that looking to as how meli reacts to 2000$ level and if that fails s3 classic at 1875$ would be last level of technical resistance I see. Technically very bearish but couldnt be less worried"  
[X Link](https://x.com/davey_juice/status/1977090571207655878) [@davey_juice](/creator/x/davey_juice) 2025-10-11T19:14Z 5906 followers, 3466 engagements


"First to 500B market cap $meli $se"  
[X Link](https://x.com/davey_juice/status/1977145208060985438) [@davey_juice](/creator/x/davey_juice) 2025-10-11T22:52Z 5904 followers, 2378 engagements


"Having trouble figuring out why I shouldnt 5x my $app position at the right price"  
[X Link](https://x.com/davey_juice/status/1977183418791112996) [@davey_juice](/creator/x/davey_juice) 2025-10-12T01:23Z 5904 followers, 2814 engagements


"Since October1 X and especially starting in 2026 $app TAM casually will 10x. In 5-10 years assuming they are successful gaming revenue will be smaller than E-commerce even though gaming will grow 20-30%+. This business is just getting started"  
[X Link](https://x.com/davey_juice/status/1977185538743681425) [@davey_juice](/creator/x/davey_juice) 2025-10-12T01:32Z 5904 followers, 1157 engagements


"@Opu61659893 The lower the better 😉 will weigh my buys heavier. Still above 50MA so buying that for now. Theres a gap in low 500s I am eyeing also. If not 400s would be great and when I would really add a lot"  
[X Link](https://x.com/davey_juice/status/1977235858873872403) [@davey_juice](/creator/x/davey_juice) 2025-10-12T04:52Z 5908 followers, XXX engagements


"@mindful_cap Yes. $meli is way more impactful to the economies they are in though"  
[X Link](https://x.com/davey_juice/status/1977273897763361275) [@davey_juice](/creator/x/davey_juice) 2025-10-12T07:23Z 5904 followers, XXX engagements


"Something to note for $meli and $dlo Argentina has elections on October 26th. I think this can be a catalyst. It appears as if the far left will win. Legislative elections are scheduled to be held in Argentina on XX October 2025. Half of the seats in the Chamber of Deputies and a third of the seats in the Senate will be elected"  
[X Link](https://x.com/davey_juice/status/1977284355459293456) [@davey_juice](/creator/x/davey_juice) 2025-10-12T08:05Z 5907 followers, 6548 engagements


"Between the ceo and Marcos its fair to assume $meli is not woke in the slightest Extra brownie points"  
[X Link](https://x.com/davey_juice/status/1977285236535763045) [@davey_juice](/creator/x/davey_juice) 2025-10-12T08:08Z 5907 followers, 1605 engagements


"The funny thing is that this is likely a XX year old house wife not some XX year old degen gambler. $app is a beast. On top of gaming As E-commerce results show its gonna start to show people why its valued the way it is"  
[X Link](https://x.com/davey_juice/status/1977293112184913965) [@davey_juice](/creator/x/davey_juice) 2025-10-12T08:39Z 5905 followers, 1993 engagements


"Fun fact about $meli Their outgoing CEO and founder Marcos and incoming CEO Ariel are Jewish and vocal Israel supporters. Sorry to the haters"  
[X Link](https://x.com/davey_juice/status/1977299662278217754) [@davey_juice](/creator/x/davey_juice) 2025-10-12T09:05Z 5906 followers, 1475 engagements


"$APP via linkedin When I joined AppLovin in 2014 Adam Foroughi told me he was building a billion-dollar company. A few years in we started getting acquisition offers close to that valuation and I thought This is ita chance for an early exit with incredible returns But Adam turned them down saying Nope were a billion-dollar company. Most of us thought he was crazy to walk away from that kind of money but we kept going. Sure enough AppLovin soon hit that billion-dollar mark. Naturally once we got there Adam set a new goal: Were going to be a $XX billion company. By then we knew better than to"  
[X Link](https://x.com/davey_juice/status/1977520779177685356) [@davey_juice](/creator/x/davey_juice) 2025-10-12T23:44Z 5904 followers, 6703 engagements


"Same can be said for $dlo and $nu btw"  
[X Link](https://x.com/davey_juice/status/1977616383677804726) [@davey_juice](/creator/x/davey_juice) 2025-10-13T06:04Z 5905 followers, XXX engagements


"$APP I didnt even include buybacks in these btw. Assuming XXXX% of shares getting retired per year via buybacks returns will get juiced. I see APP at $XXX by January 2028 👇: Assuming XXXX% annual share reduction (theyve retired double that or more past 2-3 years) assuming 10B EBIT for 2028 & 35x fwd EBIT my price target for January 2028 is $XXX a total gain of XX% over XXXX years or a XXXX% CAGR from $XXX closing price Friday (was buying recently in 560s after buying initial XXX and trimming between 580-700- position larger now than ever). As E-Commerce is just getting started this is a"  
[X Link](https://x.com/davey_juice/status/1977622257712161016) [@davey_juice](/creator/x/davey_juice) 2025-10-13T06:27Z 5904 followers, 4155 engagements


"@cybr4747 Wrt I dont think youve properly studied $meli"  
[X Link](https://x.com/davey_juice/status/1977644661721428333) [@davey_juice](/creator/x/davey_juice) 2025-10-13T07:56Z 5904 followers, XXX engagements


"$tem numbers / valuation look good but I just am not trying to have any exposure to an OS for precision medicine. Not my area and an area that requires too much maintenance research for me and even with that can be unpredictable. Healthcare machinery Fine. $veev okay fine. But I just dont think this company at this stage is even worth a 2nd look to me. I dont care if it rockets I just wont ever have confidence in conviction in a name like this. Remain neutral likely stock goes higher ST if numbers continue. Know thy self. This is more a me thing than a Tempus AI thing"  
[X Link](https://x.com/davey_juice/status/1977911532991189327) [@davey_juice](/creator/x/davey_juice) 2025-10-14T01:37Z 5905 followers, 1323 engagements


"My $rbrk order filled at XXXXX sold some $snow at XXX for the purchase"  
[X Link](https://x.com/davey_juice/status/1978105107104366703) [@davey_juice](/creator/x/davey_juice) 2025-10-14T14:26Z 5905 followers, 1891 engagements


"Zoom out. If anything this is super bullish for $meli Massive compounder growing faster than historically margin way larger than X years ago a way better company lagging the S&P past 5yr $meli barely above covid high here. Im quite confident they outperform the next 5"  
[X Link](https://x.com/davey_juice/status/1978107476516954114) [@davey_juice](/creator/x/davey_juice) 2025-10-14T14:35Z 5906 followers, 4903 engagements


"Shay the man the myth the fraud"  
[X Link](https://x.com/davey_juice/status/1978270192602849428) [@davey_juice](/creator/x/davey_juice) 2025-10-15T01:22Z 5906 followers, 4795 engagements


"Every big company in Brazil prior to $nu was a US knockoff of a big company and everyone would rip each other off because there was low differentiation So much to the point that the Sequoia and David chose to not open their Brazil office as there was no viable investments. This was a big shock to David but the reality dawned in- this was a blessing though and led him to start $nu They offered David a job but he denied it and said he believed in LatAm for the next XX years. He didnt want to waste any time. After seeing the issues in banking it all clicked"  
[X Link](https://x.com/davey_juice/status/1978321521731871108) [@davey_juice](/creator/x/davey_juice) 2025-10-15T04:46Z 5906 followers, XXX engagements


"$wmt $aapl $cost similar vibes"  
[X Link](https://x.com/davey_juice/status/1978356673333916049) [@davey_juice](/creator/x/davey_juice) 2025-10-15T07:06Z 5905 followers, 1235 engagements


"$asml blowing the numbers away You mean missing on revenue in the ai era with insanely low expectations and setting the bar very low for next year"  
[X Link](https://x.com/davey_juice/status/1978503541711938023) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:49Z 5908 followers, 2356 engagements


"Companies who will likely accelerate Q4 revenue *IMO*: $dlo $meli $app"  
[X Link](https://x.com/davey_juice/status/1978555871870304399) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:17Z 5908 followers, 1332 engagements


"Man $rbrk pumping hard into earnings. They gotta beat by 4%+ imo to make market happy and raise by more than the beat. I think they can pull off 295m vs. Estimate of 282m. If they hit my target and guide FY at least 15m higher market should react positively"  
[X Link](https://x.com/davey_juice/status/1965151557055549909) [@davey_juice](/creator/x/davey_juice) 2025-09-08T20:33Z 5905 followers, 3725 engagements


"I believe $rbrk will be larger in scale than $iot by the end of 2027. Market cap of $rbrk 15.5B Revenue of 310M quarterly Market cap of $iot 23B Revenue of 391M quarterly"  
[X Link](https://x.com/davey_juice/status/1969461849142821211) [@davey_juice](/creator/x/davey_juice) 2025-09-20T18:01Z 5907 followers, 1677 engagements


"Trying to analyze $cwan but it feels very messy. They do a lot of m&a. Trades for 5x XX ev/rev. Think I would want 4x 2026 for the risk. Lots of execution risk but also an interesting watch and see. I will put it on the watchlist. Probably never touch this stock unless I feel like I can understand the bull case better when the acquisitions integrate. Watching for now. No rush to analyze deeply as the company now will be different than the one of X years from now which will be way diff from the collant of last year. Too hard pile for now"  
[X Link](https://x.com/davey_juice/status/1971380970210328729) [@davey_juice](/creator/x/davey_juice) 2025-09-26T01:07Z 5912 followers, 1463 engagements


"Nice $cwan pitch"  
[X Link](https://x.com/davey_juice/status/1973630271783313848) [@davey_juice](/creator/x/davey_juice) 2025-10-02T06:04Z 5911 followers, 1379 engagements


"@GabGrowth Ive owned and studied it before but wasnt impressed. But it is a C+ to B- company trading at the wrong multiple. Just my thoughts"  
[X Link](https://x.com/davey_juice/status/1974536123117645895) [@davey_juice](/creator/x/davey_juice) 2025-10-04T18:04Z 5906 followers, XXX engagements


"@GabGrowth Theres a XX% chance that this is $wing in 5-10 years fast food isnt easy"  
[X Link](https://x.com/davey_juice/status/1974537359694893503) [@davey_juice](/creator/x/davey_juice) 2025-10-04T18:09Z 5907 followers, XXX engagements


"@fintegrate I think their multiples price it all in. You are paying a lot for low growth with these names and $fico / $asml"  
[X Link](https://x.com/davey_juice/status/1974831223261343769) [@davey_juice](/creator/x/davey_juice) 2025-10-05T13:37Z 5908 followers, XXX engagements


"If you are selling $APP here you would have to believe they are the worst scam artists of all time if insiders still own almost 1/4 of shares after multiple short reports and theyre guilty of something major. This SEC report is based on a disproven thesis but i am all for them to prove to an even greater degree no wrong things done"  
[X Link](https://x.com/davey_juice/status/1975390403382710691) [@davey_juice](/creator/x/davey_juice) 2025-10-07T02:39Z 5908 followers, 5948 engagements


"$plug one of the shittiest companies from last cycle is making its way back from the dead for prob no reason at all. Only 18x to go till the old top I called it out the whole way down last cycle. This company should be worth 1B max but here we are back at 5B at 4$ cuz they dilute so much. I had a friend who degend into this one with average of 47-48$ back in the day. This one attracts some of the most hilarious investors"  
[X Link](https://x.com/davey_juice/status/1975448199864168667) [@davey_juice](/creator/x/davey_juice) 2025-10-07T06:28Z 5908 followers, 1994 engagements


"So let me get this right. $AMD had to dilute XX% of its stock just to get OpenAI to buy chips. $NVDA gets equity from customers who are desperate to access its GPUs. That says everything about the power dynamic right now. AMD is basically paying to be in the AI game while NVIDIA gets paid to stay on top of it. Its not that AMDs move was dumb its a desperate survival tactic that may or may not work. But it shows whos dictating terms and whos trying to get a seat at the table. Also does this set a precedent that now other big name customers will try and get equity stakes in AMD for orders. It"  
[X Link](https://x.com/davey_juice/status/1975474654329340297) [@davey_juice](/creator/x/davey_juice) 2025-10-07T08:13Z 5908 followers, 12.9K engagements


"Added more $rbrk 76.97"  
[X Link](https://x.com/davey_juice/status/1975587695859556696) [@davey_juice](/creator/x/davey_juice) 2025-10-07T15:43Z 5909 followers, 1630 engagements


"Ive trimmed lots of my $iot over 39/40 past few weeks for other opportunities. I think I could flip to a buyer at about 30-33$ again. I like the company a lot but I just see better r/r atm. 37.7$ atm. now down under X% position. I also trimmed a bit of $snow down to XXX shares bw 235-245 for other opportunities. Still large exposure at more or less 8%"  
[X Link](https://x.com/davey_juice/status/1975617403489866235) [@davey_juice](/creator/x/davey_juice) 2025-10-07T17:41Z 5907 followers, XXX engagements


"Exhibit G & H: forget melatonin or weed if you wanna be able to sleep at night buy Rubrik if you are a CIO. $rbrk compared to Veeam and Commvault was very easy to setup. The new features added and the focus on security and cloud made Rubrik the best option. I like being able to sleep at night not worrying about backups"  
[X Link](https://x.com/davey_juice/status/1975798048937648408) [@davey_juice](/creator/x/davey_juice) 2025-10-08T05:38Z 5906 followers, XXX engagements


"$rbrk basing out after the earnings drop. Looking for higher high this week past 85$. Then a higher low of 77$ where it bottomed yesterday if it dips/consolidates more"  
[X Link](https://x.com/davey_juice/status/1975981406334615802) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:47Z 5905 followers, 5346 engagements


"$RBRK - I asked @grok how rubrik would have helped for an unbiased pov even though I knew the answer was right. Rubrik saves lives. Answer: Practical Outcome with Rubrik - Prevention of Total Loss: With Rubrik the 858TB could have been replicated offsite preventing the permanent loss of eight years worth of data (e.g. Ministry of Personnel Management files). Restoration could have occurred within minutes to hours per Rubriks DRaaS SLAs rather than days or weeks. - Reduced Human Impact: Faster recovery might have alleviated the pressure leading to the overseers suicide and reduced the need for"  
[X Link](https://x.com/davey_juice/status/1976080668762206521) [@davey_juice](/creator/x/davey_juice) 2025-10-09T00:21Z 5906 followers, 2003 engagements


"I expect these companies (from highest to lowest chance but I think all can) to be able to have a very good chance of growing north of 30%+revenue cagr in 2026 & 2027. First X can grow by 40%+cagr next X years. $crdo $alab $app $nvda $rbrk $meli $dlo Other than $alab (insane price tag-trimmed some higher) other names growth adjusted seem more or less reasonable to me. Do you agree"  
[X Link](https://x.com/davey_juice/status/1976832712792015200) [@davey_juice](/creator/x/davey_juice) 2025-10-11T02:10Z 5908 followers, 7933 engagements


"If I had to guess X companies who may not be on here in XX years we wont see $aapl $amzn $tsla Saudi Aramco on here Which would you guess if you had to pick 4"  
[X Link](https://x.com/davey_juice/status/1977085989869977635) [@davey_juice](/creator/x/davey_juice) 2025-10-11T18:56Z 5907 followers, 4706 engagements


"I was talking about $rbrk before anyone other than a small minority. Now I see this one all over fintwit. Happy the community is growing. And I like that its mostly it just blind hype"  
[X Link](https://x.com/davey_juice/status/1977237356311630159) [@davey_juice](/creator/x/davey_juice) 2025-10-12T04:58Z 5906 followers, 2735 engagements


"$meli Found on LinkedIn: From HR Analyst to CEO of Mercado Libre. Ariel Szarfsztejn just got named the next CEO of Latin Americas most valuable tech company. And unless youre deep in the region youve probably never heard his name. But you should. He started his career as an HR analyst at Citibank. Then BCG. Then Despegar. Then Stanford for his MBA. In 2017 he joined Mercado Libre. In just X years he climbed from Strategy VP to running logistics then commerce and now the entire business. Thats seven roles in eight years. Why Because he delivered. This is the kind of talent that exists in Latin"  
[X Link](https://x.com/davey_juice/status/1977300199635656889) [@davey_juice](/creator/x/davey_juice) 2025-10-12T09:07Z 5907 followers, 8009 engagements


"$Googl bulls and bears are both a bit much. In truth its a solid company that likely keeps growing 8-13% cagr for a while. Boring. Buy when under XX p.e sell closer to XX for me. Not much else to say"  
[X Link](https://x.com/davey_juice/status/1977408727180542142) [@davey_juice](/creator/x/davey_juice) 2025-10-12T16:19Z 5914 followers, 3186 engagements


"$nu loan to deposit ratio is 1/2 the ratio of global incumbents meaning they are being super conservative. They also have a relatively high % of their loan balance (mid to low teens last I checked) set aside as reserves. The growth along with the profitability coupled with conservatism is basically unheard of especially at their scale in their industry"  
[X Link](https://x.com/davey_juice/status/1977604825190695107) [@davey_juice](/creator/x/davey_juice) 2025-10-13T05:18Z 5908 followers, 2384 engagements


"$RBRK Was looking for a higher low and we got 78.20$ on Friday☑. Looking to see if it now will hold that 78ish level make higher high than 87.74$. If we continue this pattern eventually we break out assuming market behaves. Lets see if the overnight move holds what RBRK does"  
[X Link](https://x.com/davey_juice/status/1977617575032095186) [@davey_juice](/creator/x/davey_juice) 2025-10-13T06:09Z 5905 followers, 1590 engagements


"$RBRK on Cramer tonight"  
[X Link](https://x.com/davey_juice/status/1977748491083317436) [@davey_juice](/creator/x/davey_juice) 2025-10-13T14:49Z 5905 followers, 3924 engagements


"David started $nu from AWS ☁ with a few hundred thousand $$. Years later he gave up stock comp that would have awarded him billions and would have diluted the company up to 7-10%. This man is built for the job"  
[X Link](https://x.com/davey_juice/status/1977935099619422663) [@davey_juice](/creator/x/davey_juice) 2025-10-14T03:10Z 5908 followers, 1630 engagements


"Added to $rbrk XXXXX $crdo at 134.27"  
[X Link](https://x.com/davey_juice/status/1978171347596382531) [@davey_juice](/creator/x/davey_juice) 2025-10-14T18:49Z 5906 followers, 3723 engagements


"Another set of adds $crdo at XXXXXX $rbrk at 78.26"  
[X Link](https://x.com/davey_juice/status/1978189846079275279) [@davey_juice](/creator/x/davey_juice) 2025-10-14T20:03Z 5906 followers, 2682 engagements


"$se competes with $meli . Yes on XX% of $meli revenues in Brazil. Endless opportunities with no competition essentially other than the Chinese knock offs"  
[X Link](https://x.com/davey_juice/status/1978297132755886480) [@davey_juice](/creator/x/davey_juice) 2025-10-15T03:09Z 5905 followers, 1623 engagements


"David velezs dad has XX siblings and they are all entrepreneurs He spent summers working with them. Born to run $nu"  
[X Link](https://x.com/davey_juice/status/1978315570924634346) [@davey_juice](/creator/x/davey_juice) 2025-10-15T04:22Z 5908 followers, XXX engagements


"$NU is more than a bank. The bull case involves many revenue streams. More than any bank Ive seen. Banking is the cash flow monster to eventually fund more and more new bets From 4Q 2024 Weve mentioned last year that XX% to XX% of our employees today are building products that are generating no revenue. This is not a company that has a huge excess of employees so this is a big deal and a clear focus"  
[X Link](https://x.com/davey_juice/status/1978326439557574705) [@davey_juice](/creator/x/davey_juice) 2025-10-15T05:05Z 5916 followers, XXX engagements


"$oklo going much higher apparently"  
[X Link](https://x.com/davey_juice/status/1978484124164751687) [@davey_juice](/creator/x/davey_juice) 2025-10-15T15:32Z 5908 followers, 1310 engagements


"😂 $asml shareholders getting hype about XX% growth X years out. This company has barely grown since the AI era has started. An AI loser in semi world"  
[X Link](https://x.com/davey_juice/status/1978494206495633501) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:12Z 5906 followers, XXX engagements


"Stock price going up is more important than fundamentals to $asml shareholders. Theyve been a big loser in this AI era. Market pushing basically everything higher at this point"  
[X Link](https://x.com/davey_juice/status/1978496618732122527) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:22Z 5905 followers, 1287 engagements


"$CRDO said it joined Arm's Total Design ecosystem to speed up the creation of custom silicon aimed at artificial intelligence data centers. The partnership will combine Credo's high-speed connectivity portfolio including its SerDes chiplets with Arm's Neoverse Compute Subsystems processor architecture. The integration is designed to help customers more quickly develop tailored chips for next-generation AI cloud and hyperscale data center applications. Credo said the collaboration should enhance flexibility for chip designers seeking to balance performance and efficiency in large-scale AI"  
[X Link](https://x.com/davey_juice/status/1978501071913070890) [@davey_juice](/creator/x/davey_juice) 2025-10-15T16:39Z 5908 followers, 2195 engagements


"@GabGrowth NVIDIA because its clearly the best mag X fundamentally and always has been"  
[X Link](https://x.com/davey_juice/status/1978512164206829907) [@davey_juice](/creator/x/davey_juice) 2025-10-15T17:23Z 5908 followers, XXX engagements


"If $axon gets to the 550-575$ range I would start to get interested in opening up a long. Now that it broke 200MA and still overvalued patience is key here. Probably wind up missing it but its still 19x annualized sales of its last quarter. Not cheap and growth is solid but nothing eye popping"  
[X Link](https://x.com/davey_juice/status/1978521778227184067) [@davey_juice](/creator/x/davey_juice) 2025-10-15T18:02Z 5908 followers, 7211 engagements


"Added to $se XXXXX $meli 2126 Fun fact: its possible to be bullish both"  
[X Link](https://x.com/davey_juice/status/1978537488558731392) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:04Z 5908 followers, 17.7K engagements


"And other set of adds: $se XXXXXX $meli 2079"  
[X Link](https://x.com/davey_juice/status/1978540280522395742) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:15Z 5907 followers, 13.5K engagements


"@yangleicq @bisseminister $se dropping way more tbf"  
[X Link](https://x.com/davey_juice/status/1978540462341341341) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:16Z 5906 followers, 2530 engagements


"Where would you add to $axon"  
[X Link](https://x.com/davey_juice/status/1978546701796344120) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:41Z 5908 followers, XXX engagements


"And another one $se XXXXX $meli 2054 My adds are much higher for $meli here btw"  
[X Link](https://x.com/davey_juice/status/1978553618220417205) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:08Z 5907 followers, 4528 engagements


"$se Has anyone seen any truth to this"  
[X Link](https://x.com/davey_juice/status/1978557958897230166) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:25Z 5905 followers, 3275 engagements


"Interesting. $iren lost their biggest customer to $crwv This space is moving fast"  
[X Link](https://x.com/davey_juice/status/1978558867211440194) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:29Z 5906 followers, 11.1K engagements


"Sentiment is still so bullish here. I think $axon has to break technically completely turn some bulls bearish before I get excited here. Too many better opportunities. Great company. Expensive price implying very high expectations for years to come. Stock will always have a premium but for me its the kind of stock I need to buy only when its as attractive as the companies I am loading up on which in my opinion-its not; the multiple to outlook/growth/margins dont make the math easy yet"  
[X Link](https://x.com/davey_juice/status/1978561799940440096) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:41Z 5908 followers, 2238 engagements


"If this is in fact the reason its bullish because this will hold inflation down in Brazil. Year over year the Reai is doing quite will to the US Also this definitely doesnt hurt $nu $dlo $se $meli $nu"  
[X Link](https://x.com/davey_juice/status/1978568662526161330) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:08Z 5907 followers, 11.6K engagements


"Although I dont think $se would move like that over just that tbh but maybe lot of bullishness priced in"  
[X Link](https://x.com/davey_juice/status/1978568914545119283) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:09Z 5906 followers, XXX engagements


"$frhc I owned this and made 20-30% off it back in 2022. Its up about 4-5x from where I sold. In XXX years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh"  
[X Link](https://x.com/davey_juice/status/1978581262349541597) [@davey_juice](/creator/x/davey_juice) 2025-10-15T21:58Z 5908 followers, 1683 engagements


"$Se liquidation imo likely from a fund. Could also be someone who knows something in advance. Dont see any real news. Lets see if there is news to come"  
[X Link](https://x.com/davey_juice/status/1978598941634502941) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:08Z 5908 followers, 2494 engagements


"$tsm can be a big mover for semis Brace"  
[X Link](https://x.com/davey_juice/status/1978604828935774308) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:32Z 5907 followers, 2411 engagements


"Now $meli is X% cheaper than $cost on a trailing non gaap p.e basis. $cost expected to grow mid single digits $meli expected to cagr 23-27% next 3/4 years. Do with this what you may"  
[X Link](https://x.com/davey_juice/status/1978608050320679307) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:44Z 5908 followers, 2312 engagements


"The CEO of $hims is a dumbass not only does he quote tweet Anthony but also has said: If youre currently protesting against the genocide of the Palestinian people & for your universitys divestment from Israel keep going Its working. The systematic erasure of Palestinians is everywhere. I just completed a @23andMe report. They dont even show Palestine 😂 Dudum urged students via X not to fear disciplinary action from their schools claiming many companies are looking forward to hiring them. He noted "moral courage" trumps a "college degree. There are plenty of companies & CEOs eager to hire you"  
[X Link](https://x.com/davey_juice/status/1978618055308579247) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:24Z 5906 followers, 4990 engagements


"$crwv $iren"  
[X Link](https://x.com/davey_juice/status/1978619357572792435) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:29Z 5907 followers, 1785 engagements


"Gaza genocide was always a Hamas/Gaza propaganda farce like the whole region The only genocide ongoing is from the extremist Muslims versus everyone else in many countries"  
[X Link](https://x.com/davey_juice/status/1978700244612218892) [@davey_juice](/creator/x/davey_juice) 2025-10-16T05:51Z 5907 followers, XXX engagements


"$ddog $gtlb Theee rumors have been going on for years Is it finally time 60$ is about 10B or 10.6x annualized Q2 revenue"  
[X Link](https://x.com/davey_juice/status/1978920325896143053) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:25Z 5907 followers, 3937 engagements


"@Simfer_678 If you own $asml and not $tsm at a cheaper multiple it makes no sense. There are about XX better semi plays here. I think from here it returns 5-12% per annum for next X years or so"  
[X Link](https://x.com/davey_juice/status/1979020291390034395) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:03Z 5907 followers, XX engagements


"Zohran is somewhere between a Welfare state and Cuba"  
[X Link](https://x.com/davey_juice/status/1979048841480478998) [@davey_juice](/creator/x/davey_juice) 2025-10-17T04:56Z 5908 followers, XXX engagements


"Except X. $fvrr was unprofitable not even close on gaap levels at the time X. Fvrr growth slowed XXXX% currently at 400M X. $app is growing 75%+ at 5B revenue and has XX% or so EBIT margins. X. Fiverr is b2c many competitors hard to validate as buyers may want diff things w purchases vs app has massive companies as customers validating their biz more and more X. What How do you comp these X 🤪"  
[X Link](https://x.com/davey_juice/status/1973608894749360244) [@davey_juice](/creator/x/davey_juice) 2025-10-02T04:40Z 5929 followers, 1236 engagements


"Portfolio market close 10/3/25 Top 10= XX% 16%: $CRWD 12%: $RBRK 11%: $MELI 10%: $ZS X% each: $SNOW $DDOG $NU $NET X% each : $DLO $GLBE Rest=11% 3%: $AMD X% each: $NVDA $IOT X% each: $CRDO $APP $ALAB $FOUR $SE Total: $597624.54"  
[X Link](https://x.com/davey_juice/status/1974275984909295752) [@davey_juice](/creator/x/davey_juice) 2025-10-04T00:50Z 5929 followers, 17.2K engagements


"$snow focused on their bottom line clearly 😅 They wanna lose 2-3B GAAP income a year"  
[X Link](https://x.com/davey_juice/status/1975698948934238506) [@davey_juice](/creator/x/davey_juice) 2025-10-07T23:05Z 5929 followers, 1409 engagements


"$snow gaap net income got worse the following quarter in 2Q. No body cares during bull markets but in bear markets is all people talk about. Fascinating behavior"  
[X Link](https://x.com/davey_juice/status/1975953444348534831) [@davey_juice](/creator/x/davey_juice) 2025-10-08T15:56Z 5929 followers, 2221 engagements


"Who is $RBRK CFO Kiran Kumar Choudary 🧵:"  
[X Link](https://x.com/davey_juice/status/1978648815771988371) [@davey_juice](/creator/x/davey_juice) 2025-10-16T02:26Z 5929 followers, 3441 engagements


"@tomsommer Same tbh"  
[X Link](https://x.com/davey_juice/status/1978924933695631716) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:44Z 5929 followers, XXX engagements


"Once my $ddog ccs expire will start to trim that instead of $snow likely especially if stock rips on ER. they expire at 190$ January 2026 so in X months. Would like to keep same size or $snow slightly bigger atm. Would also like to trim $zs but my cc are a year out for 370$"  
[X Link](https://x.com/davey_juice/status/1979022681044357180) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:12Z 5929 followers, XXX engagements


"Semis down big overnight now wow $alab down 7-8% $crdo down X% $tsm down X% Also a lot of the stocks that got pumped like crazy in recent weeks like $iren $rgti $apld $nbis all down close to XX% or more"  
[X Link](https://x.com/davey_juice/status/1979099793109500194) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:18Z 5929 followers, 2293 engagements


"$MELI - Now is the time to load up if you are bullish. And if it goes lower than 2k I will bring a bigger truck. Instead of trading on vibes like most companies growing +30% its gotten to a multiple where you can easily math out the returns. Currently just over a XX% position for me at these levels"  
[X Link](https://x.com/davey_juice/status/1979497908493038042) [@davey_juice](/creator/x/davey_juice) 2025-10-18T10:40Z 5929 followers, 17.6K engagements


"Athletes like Mayweather and Messi have proven to be world class people as well. 🙏"  
[X Link](https://x.com/davey_juice/status/1979499721464107384) [@davey_juice](/creator/x/davey_juice) 2025-10-18T10:48Z 5929 followers, XXX engagements


"$meli generates XXXX% of revenue from X countries =51.1% =22.5% =22.2% Colombia Chile & Peru are roughly XX% bigger combined than Argentina and only XX% smaller than Mexico combined. They continue to build there. By GDP: Brazil $XXXX trillion Mexico $XXXX trillion Argentina $XXXXX billion Colombia $XXX billion Chile $XXX billion Peru $XXX billion Ecuador $XXXXX billion"  
[X Link](https://x.com/davey_juice/status/1979505455706620139) [@davey_juice](/creator/x/davey_juice) 2025-10-18T11:10Z 5929 followers, 4563 engagements


"$CRDO Credo Technology closed the acquisition of Hyperlume which develops micro light-emitting diode-based optical technology that enables high-speed energy-efficient communication between computer chips. The acquisition price wasn't disclosed. @theaustinlyons @BenBajarin"  
[X Link](https://x.com/davey_juice/status/1972872597437305091) [@davey_juice](/creator/x/davey_juice) 2025-09-30T03:54Z 5918 followers, 5349 engagements


"Added more to $app and now its larger than it was before my trims in high 500s 6/700s by 1.5x. a bit shy of X% for now. Still small in all in all"  
[X Link](https://x.com/davey_juice/status/1975347807604347122) [@davey_juice](/creator/x/davey_juice) 2025-10-06T23:49Z 5918 followers, XXX engagements


"@EnergyCredit1 Whats your target now XXX still"  
[X Link](https://x.com/davey_juice/status/1977189222835798406) [@davey_juice](/creator/x/davey_juice) 2025-10-12T01:46Z 5923 followers, XXX engagements


"Is beyond meat crashing cuz their food is super unhealthy expensive and has no demand and also looks like an old shriveled dick I mean look at the picture its horrifying. Who would eat that shit other than Bill Gates lab rats for $"  
[X Link](https://x.com/davey_juice/status/1977811907118837816) [@davey_juice](/creator/x/davey_juice) 2025-10-13T19:01Z 5925 followers, 1434 engagements


"$CRDO Credo launches 224G PAM4 SerDes IP on TSMC N3 process technology Accelerates path to ultra-high speed 1.6Tbps bandwidth for build out of next gen cloud computing AI & hyperscale networks Key points: The new 224G PAM4 IP offering brings Credos high-performance power-efficient SerDes technologies with fabrication on an industry-leading advanced process technology from TSMC to provide the foundation for the design of high-bandwidth low-latency 1.6Tbps port connectivity solutions. The 224G per lane data transmission provides the networking backbone which is critical for the deployment of"  
[X Link](https://x.com/davey_juice/status/1970861627512889399) [@davey_juice](/creator/x/davey_juice) 2025-09-24T14:43Z 5925 followers, 2455 engagements


"Fun fact of the day (3 parter) : $CRDO Credos Active Electrical Cables use around XX% less space than traditional Direct Attach Copper cables AND are XX% more power-efficient than many active optical cable alternatives. On top of that theyre XXX% more reliable Per reliability: Credo Technologys Mean Time Between Failures = XXX million hours. Or 11400 years of continuous operation without failure highlighting unprecedented reliability"  
[X Link](https://x.com/davey_juice/status/1972447105420529859) [@davey_juice](/creator/x/davey_juice) 2025-09-28T23:43Z 5925 followers, 2027 engagements


"@RHouseResearch @stefanvanderlux @galaxyhq @galaxyoneapp Whats your bull case What could go wrong"  
[X Link](https://x.com/davey_juice/status/1978618330723254472) [@davey_juice](/creator/x/davey_juice) 2025-10-16T00:25Z 5928 followers, 1346 engagements


"$meli delivering product with Agentic AI"  
[X Link](https://x.com/davey_juice/status/1978919213071736897) [@davey_juice](/creator/x/davey_juice) 2025-10-16T20:21Z 5929 followers, 1241 engagements


"Added to: $rbrk XXXX $se XXXXXX $alab XXX $tsm starter at XXXXXX $meli 2032"  
[X Link](https://x.com/davey_juice/status/1979241822380544064) [@davey_juice](/creator/x/davey_juice) 2025-10-17T17:43Z 5929 followers, 3239 engagements


"Added more $se XXXXXX $tsm 295.45"  
[X Link](https://x.com/davey_juice/status/1979278983993635232) [@davey_juice](/creator/x/davey_juice) 2025-10-17T20:10Z 5929 followers, 1338 engagements


"Wheres Lauren Balik at the genius who was yellling to the moon about how $snow was a short XXX% ago how $app was a short XXX% ago. Some of the dumbest people can sound smart as they continue to pound their wrongfully strong conviction views"  
[X Link](https://x.com/davey_juice/status/1975958462946578770) [@davey_juice](/creator/x/davey_juice) 2025-10-08T16:16Z 5929 followers, 1682 engagements


"One of the Brazilian women I spent time with just got a new job working for $nu Putting her back on top of my list gonna set up a FaceTime and tell her I miss her for the DD and inside info"  
[X Link](https://x.com/davey_juice/status/1978549537582018629) [@davey_juice](/creator/x/davey_juice) 2025-10-15T19:52Z 5928 followers, 3047 engagements


"@stee_fen I added more $meli than I have in X day in quite some time :)"  
[X Link](https://x.com/davey_juice/status/1978553689909453041) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:08Z 5929 followers, XXX engagements


"Burry really bought the exact top on $meli this is the real reason $meli stock has been acting badly technically. No need to look further under the hood"  
[X Link](https://x.com/davey_juice/status/1978609355466420322) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:50Z 5929 followers, 2950 engagements


"Argentina elections in XX days Once this is over $meli may see relief as uncertainties will be certain. Market never likes uncertainties. Likely pricing in left wing communists winning some seats"  
[X Link](https://x.com/davey_juice/status/1978609623952240682) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:51Z 5929 followers, 2796 engagements


"$meli 5.3x 2027 ev/gp $se 6x XX ev/gp based on analysts (likely lowball) estimates"  
[X Link](https://x.com/davey_juice/status/1978834930214875171) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:46Z 5929 followers, 1478 engagements


"Marcos is likely more involved in Argentina politics than he lets off with a president he clearly admires in Milei $meli may be able to get preferential treatment/advance notice due to Marcos efforts"  
[X Link](https://x.com/davey_juice/status/1978838046079393844) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:58Z 5928 followers, XXX engagements


"I significantly trimmed $snow at 247-250 in recent days for the buys Ive been making. Still over XXX shares. High expectations going into earnings de-risking here and de-risking more if it pops on ER is my move personally. If they significantly accelerate revenue towards XX% Ill stop trimming or if they guide next Q for +40% I think either of these outcomes are more or less XX% odds maybe less. Only way the valuation makes sense is if they continue accelerating so 33%+ this q and more and more each coming q. Once deceleration happens again sentiment could swing hard here. I like the company a"  
[X Link](https://x.com/davey_juice/status/1979021654454878625) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:08Z 5929 followers, 2091 engagements


"In other news $snow going to XXX after ER now that I decrease my position huh"  
[X Link](https://x.com/davey_juice/status/1979021886261526970) [@davey_juice](/creator/x/davey_juice) 2025-10-17T03:09Z 5929 followers, XXX engagements


"$SNOW is -XX% from November 2021. $NET is down a few % in that same period $ZS -XX% in same period $GLBE -XX% from August 2021 $DLO -XX% from August 2021 2021 was a wild year"  
[X Link](https://x.com/davey_juice/status/1979099131663487221) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:16Z 5929 followers, 2078 engagements


"Little known fact is $meli big X used to include Brazil Argentina Venezuela. Now they dont even operate there. 19992002: MELI launched in Argentina and quickly expanded to Brazil Mexico Venezuela and Chile. From 2001-2003 Venezuela was the 3rd largest geography account for up to XX% of GMV at peak. By 2005 in Venezuela capital controls bolvar devaluations and inflation caused its share to collapse to under X% and eventually disappeared from segment reporting forever. By 2015 annual inflation hit a record +100% (was in my economics textbook in 2017 as one of the worst inflation stories ever)"  
[X Link](https://x.com/davey_juice/status/1979624888588800246) [@davey_juice](/creator/x/davey_juice) 2025-10-18T19:05Z 5929 followers, 2302 engagements


"My sale of $adyen was less an indictment of that company more about multiple and the fact that $nu $dlo $four all more attractive to me"  
[X Link](https://x.com/davey_juice/status/1972458151921533308) [@davey_juice](/creator/x/davey_juice) 2025-09-29T00:27Z 5928 followers, 1812 engagements


"19. Bolt What they do: A super-app offering ride-hailing scooter rentals food delivery and grocery services. Scale & Reach: 150+ million customers in 45+ countries strongest in Eastern Europe and Africa. Revenue Impact: Medium to high. Daily-use payments from millions of riders and eaters in emerging markets can drive steady transaction growth for $dlo"  
[X Link](https://x.com/davey_juice/status/1974520214227198315) [@davey_juice](/creator/x/davey_juice) 2025-10-04T17:01Z 5928 followers, XXX engagements


"20. Capitec Pay (South Africa) What they do: Bank-based pay by bank solution that lets customers authorize instant payments directly from their Capitec accounts. Scale & Reach: Capitec Bank is South Africas largest retail bank with 16+ million active clients. Revenue Impact: Low. Expands $dlo local payment offering in South Africa but revenue potential is limited to one market"  
[X Link](https://x.com/davey_juice/status/1974707544133124360) [@davey_juice](/creator/x/davey_juice) 2025-10-05T05:25Z 5928 followers, XXX engagements


"User Reddit reviews on $rbrk 🧵 Exhibit A: We've had Rubrik for XX months and it's been absolutely bulletproof. Legacy estate was a mix of hyper-v and VMware backed-up by a "managed" veeam deployment that I spent all of my time babysitting. We migrated to Nutanix hoping for better stability and longer retention; considered commvault and veeam (self managed this time) and neither of their demos came remotely close to Rubrik. The proof is in the pudding for approx 50k/year less than our old solution we got: infinitely simpler management better reporting proper RBAC with entra SSO reliable"  
[X Link](https://x.com/davey_juice/status/1975795995549057287) [@davey_juice](/creator/x/davey_juice) 2025-10-08T05:30Z 5928 followers, 8120 engagements


"In retrospect when $crwd started stealing the CPO and CMO in same month from $s those were the actual first signs The good thing is stock was at 13-14$ back then and I got out above 18$ anyways. Other than the retard at $upst Dave Gioruard one of the CEOs who promised so much and deliver so little of names Ive owned at one point. One of my big red flags is when CEOs talk the talk but cant walk the walk. Anyways $s was a position I took a 10-15% loss on a 2-3% position and moved on and the re-allocated capital has done quite well while stock down a bit a year or so later. Need to know when to"  
[X Link](https://x.com/davey_juice/status/1975821387123089564) [@davey_juice](/creator/x/davey_juice) 2025-10-08T07:11Z 5928 followers, 3798 engagements


"$crwd $net and $pltr all within spitting distance of ath. $snow and $ddog $zs right near XX week highs. Not sure what names he is watching. SW is richly valued here and the growth must accelerate for a few quarters to justify the premiums. Earnings will be big for SW imo. Lots of hype is built in. Must deliver on ER"  
[X Link](https://x.com/davey_juice/status/1975827132229013587) [@davey_juice](/creator/x/davey_juice) 2025-10-08T07:34Z 5928 followers, 3400 engagements


"@StockMarketNerd You shouldve seen people trolling me when I was buying $crwd $zs $snow near and under XXX man"  
[X Link](https://x.com/davey_juice/status/1975983228478775532) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:54Z 5928 followers, XXX engagements


"When I was buying $crwd $zs $snow near and under XXX you shouldve seen the comments people were making. Not one bear left here"  
[X Link](https://x.com/davey_juice/status/1975983486864588873) [@davey_juice](/creator/x/davey_juice) 2025-10-08T17:55Z 5928 followers, 1367 engagements


"Oh wow $KVYO wrecked Anyone been keeping tabs on this one 6.25x Q2 revenue annualized. Interesting- havent been keeping up with this one after the first few quarters of its IPO Anyone have any strong opinions here X has went quiet here @Wiseman_Cap you still following"  
[X Link](https://x.com/davey_juice/status/1976948269273301370) [@davey_juice](/creator/x/davey_juice) 2025-10-11T09:49Z 5928 followers, 1636 engagements


"Portfolio 10/12/25 Top 9= XX% 16%: $CRWD 13%: $RBRK 12%: $MELI 10%: $ZS X% each: $SNOW $DDOG X% each: $NU $NET X% : $DLO Rest=14% 4%: $AMD 3%: $GLBE X% each: $NVDA $CRDO $APP X% each: $ALAB $FOUR $SE Total: $601.377.27"  
[X Link](https://x.com/davey_juice/status/1977641385764483232) [@davey_juice](/creator/x/davey_juice) 2025-10-13T07:43Z 5929 followers, 9698 engagements


"$NVDA $VRT Vertiv announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories detailing its design maturity for XXX VDC power architectures. Building on its strategic alignment announced in May 2025 Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' strategy moving from concept to engineering readiness. The XXX VDC power portfolio is planned to release in the second half of 2026 aligning to support the 2027 rollout of NVIDIA Rubin Ultra platforms. The data center industry is at a critical inflection point:"  
[X Link](https://x.com/davey_juice/status/1977772077420630149) [@davey_juice](/creator/x/davey_juice) 2025-10-13T16:23Z 5929 followers, XXX engagements


"$alab good example of stock that was valued for perfection one piece of bad news blew it up 20%. I think many quality stocks are priced like that. Only other ones I own like that are priced like that imo $net and $crwd maybe $snow (have covered calls on first 2)"  
[X Link](https://x.com/davey_juice/status/1978108285363400752) [@davey_juice](/creator/x/davey_juice) 2025-10-14T14:39Z 5929 followers, 5975 engagements


"Currently need $meli to get to $2913/share to have this position reach 100k$"  
[X Link](https://x.com/davey_juice/status/1978556463858462839) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:19Z 5929 followers, XXX engagements


"Me pumping capital into $meli knowing they have earnings in X weeks and they will give me what I want"  
[X Link](https://x.com/davey_juice/status/1978562681549250873) [@davey_juice](/creator/x/davey_juice) 2025-10-15T20:44Z 5929 followers, 2669 engagements


"Interesting $meli"  
[X Link](https://x.com/davey_juice/status/1978604445911929305) [@davey_juice](/creator/x/davey_juice) 2025-10-15T23:30Z 5928 followers, 2580 engagements


"$meli making moves in"  
[X Link](https://x.com/davey_juice/status/1978646953190686926) [@davey_juice](/creator/x/davey_juice) 2025-10-16T02:19Z 5928 followers, 1888 engagements


"Added to $meli 2039"  
[X Link](https://x.com/davey_juice/status/1978832046333018378) [@davey_juice](/creator/x/davey_juice) 2025-10-16T14:34Z 5929 followers, 1304 engagements


"All day Ive been debating do I pull trigger on $tsm and grab a starter on this powerhouse praying it falls more and I can add a LT position"  
[X Link](https://x.com/davey_juice/status/1978943116452204877) [@davey_juice](/creator/x/davey_juice) 2025-10-16T21:56Z 5929 followers, XXX engagements


"$MELI Updated assumptions for Dec 2028 share price: Share price: $4846 (+137.54%) Price CAGR: XXXXX% from $2043 Assumptions: Total Revenue 2029: $70.15B Revenue CAGR (20262029): XXXXX% Gross margin: 47%; $32.93B GP EBIT %: XXXXX% EBIT = $9.08B Forward EBIT multiple: XXXXX Assumes $28.2B revenue for 2025 Share price currently: $2043 🟥 Bear $2393 Revenue 2029: $55.6B Revenue CAGR (2629): XXXX% Gross margin: 45%; GP = $25.0B EBIT %: 11.5%; EBIT = $6.39B Forward EBIT multiple: XX Price $2393 (+17.08%) Price CAGR: XXXX% 🟨 Conservative $3561 Revenue 2029: $64.7B Revenue CAGR (2629): XXXXX% Gross"  
[X Link](https://x.com/davey_juice/status/1979096478392943008) [@davey_juice](/creator/x/davey_juice) 2025-10-17T08:05Z 5929 followers, 5459 engagements


"Portfolio 10/17/25 market close Top 9= XXXX% 16%: $CRWD XX% each: $RBRK $MELI 10%: $ZS X% each: $DDOG $NU 7%: $NET X% each: $SNOW $DLO Rest=15.7% 4%: $AMD 3%: $GLBE X% each: $CRDO $NVDA $APP X% each: $SE $ALAB $FOUR Smaller: $TSM Total: $590140.29"  
[X Link](https://x.com/davey_juice/status/1979479581967913326) [@davey_juice](/creator/x/davey_juice) 2025-10-18T09:28Z 5929 followers, 2683 engagements


"@evrgn11112231 @pitandhummus Yeah $asml is super overpriced. The fact that people are paying a higher multiple than $tsm on 1/3 the growth is funny"  
[X Link](https://x.com/davey_juice/status/1979653523026665813) [@davey_juice](/creator/x/davey_juice) 2025-10-18T20:59Z 5929 followers, XXX engagements


"You know I am talking about future growth rates not past growth rates Looking out to 2027 $tsm is XX% cheaper based on analyst estimates. I think it likely winds up being more than that when its all said and done. You know this right Why do you bring up the past I sure as hell didnt. You know China revenue is gonna fall off a cliff next year and its XX% of revs"  
[X Link](https://x.com/davey_juice/status/1979675285982171442) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:25Z 5929 followers, XXX engagements


"Looking out to 2027 $tsm is XX% cheaper based on analyst estimates. I think it likely winds up being more than that when its all said and done. DYOR make your own opinion. Ive been pounding this opinion for 5-6 months now- Better companies to own than $asml this cycle at least imo"  
[X Link](https://x.com/davey_juice/status/1979675730280591763) [@davey_juice](/creator/x/davey_juice) 2025-10-18T22:27Z 5929 followers, XXX engagements