#  @dcurras1 Nikotes Nikotes posts on X about stocks, $csu, asml, $asml the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1363880522355793924/interactions)  - [--] Week [------] +32% - [--] Month [------] +20% - [--] Months [-------] +306% - [--] Year [-------] +329% ### Mentions: [--] [#](/creator/twitter::1363880522355793924/posts_active)  - [--] Week [--] -52% - [--] Month [--] +109% - [--] Months [---] +26% - [--] Year [---] +43% ### Followers: [-----] [#](/creator/twitter::1363880522355793924/followers)  - [--] Week [---] +2.20% - [--] Month [---] +7.20% - [--] Months [---] +80% - [--] Year [---] +322% ### CreatorRank: [-------] [#](/creator/twitter::1363880522355793924/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [gaming](/list/gaming) **Social topic influence** [stocks](/topic/stocks) #2214, [$csu](/topic/$csu), [asml](/topic/asml), [$asml](/topic/$asml), [$csuto](/topic/$csuto), [ai](/topic/ai), [$googl](/topic/$googl), [$amzn](/topic/$amzn), [$goog](/topic/$goog), [$cdns](/topic/$cdns) #22 **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@renesellmann](/creator/undefined) [@invesquotes](/creator/undefined) [@ikkenospes](/creator/undefined) [@berkelkip](/creator/undefined) [@techfund1](/creator/undefined) [@durablecreators](/creator/undefined) [@dcurras1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@comptortoise](/creator/undefined) [@pharmdabbler](/creator/undefined) [@qualitystocksa](/creator/undefined) [@bradocapital](/creator/undefined) [@pythiar](/creator/undefined) [@nocapcap](/creator/undefined) [@xixmisaxix](/creator/undefined) [@adrivalue](/creator/undefined) [@arneulland](/creator/undefined) [@andrewdopaco1](/creator/undefined) [@atelicinvest](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [MercadoLibre Inc (MELI)](/topic/$meli) [Heima (HEI)](/topic/$hei) [Arista Networks Inc (ANET)](/topic/$anet) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Danaher Corporation (DHR)](/topic/$dhr) [Cloudflare, Inc. (NET)](/topic/$net) [Synopsys, Inc. (SNPS)](/topic/$snps) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Parsons Corporation (PSN)](/topic/$psn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Copart, Inc. (CPRT)](/topic/$cprt) [Novo-Nordisk (NVO)](/topic/$nvo) [KLA Corp (KLAC)](/topic/$klac) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Now Coin (NOW)](/topic/$now) [Datadog Inc (DDOG)](/topic/$ddog) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Brookfield Corporation (BN)](/topic/$bn) [Repligen, Corp. (RGEN)](/topic/$rgen) [S&P Global Inc (SPGI)](/topic/$spgi) [Assemble Protocol (ASM)](/topic/$asm) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) ### Top Social Posts Top posts by engagements in the last [--] hours "@techfund1 Did you drop ASML Also seeing you have dropped your semi equipment plays for this year any specific reason Thanks" [X Link](https://x.com/dcurras1/status/1743587400633458844) 2024-01-06T10:56Z [--] followers, [--] engagements "@techfund1 Also forgot to ask you what do you see in AWE Looks like a niche semi play with some potential big competirors around it" [X Link](https://x.com/anyuser/status/1744091430614626534) 2024-01-07T20:19Z [--] followers, [--] engagements "@CompTortoise Nice recurring revenues growth and cash flow. What do you think at these levels It's been consolidating for more than [--] years to digest its high valuation prospects still look very good IMO" [X Link](https://x.com/dcurras1/status/1813521056487076263) 2024-07-17T10:28Z [---] followers, [--] engagements "@CompTortoise Really enojoy the content you share @CompTortoise 😉 I got a doubt regarding CSU spin-offs by owning shares of the parent company CSU do you effectively own a part of the TOI business too Thanks in advance" [X Link](https://x.com/dcurras1/status/1832472216090407390) 2024-09-07T17:33Z [---] followers, [---] engagements "This is the new 'Expanse Stocks blog' by Nikotes. Coming soon: My two cents and my portfolio. Know more About me at 👇 https://expansestocks.substack.com/about https://expansestocks.substack.com/about" [X Link](https://x.com/dcurras1/status/1835759371722387724) 2024-09-16T19:15Z [---] followers, [--] engagements "Hello readers Just dropped my first blog post on my investing journey and my portfolio. If youre into high-quality growth stocks or swing trading I think youll enjoy what comes next. Would love for you to check it out 👇 https://expansestocks(.)substack(.)com/" [X Link](https://x.com/dcurras1/status/1836440191579394510) 2024-09-18T16:20Z [---] followers, [---] engagements "$CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and help boost their margins. Digesting and consolidating their high valuation before next leg higher. Weekly chart" [X Link](https://x.com/dcurras1/status/1836795266445291563) 2024-09-19T15:51Z [---] followers, [---] engagements "$NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart" [X Link](https://x.com/dcurras1/status/1836797694544585049) 2024-09-19T16:01Z [---] followers, [---] engagements "I'll be covering $NET $CPRT and $NOW in my next post on Expanse Stocks blending fundamentals with technical analysis. Link on my profile. Get ready and check it out👇 https://expansestocks(.)substack(.)com/" [X Link](https://x.com/dcurras1/status/1836799773266837745) 2024-09-19T16:09Z [---] followers, [---] engagements "$CPRT The moaty (still) underappreciated business with best-in-class ROI. Will be on my next blog post blending fundamental insights with technical analysis along with $NET and $NOW 🔗 $CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and help boost their margins. Digesting and consolidating their high valuation before next leg higher. Weekly chart. https://t.co/i8cIQBadrm $CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and" [X Link](https://x.com/dcurras1/status/1836830091579642190) 2024-09-19T18:09Z [---] followers, [---] engagements "$NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗 $NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart. https://t.co/Unmgc8UOMm $NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart. https://t.co/Unmgc8UOMm" [X Link](https://x.com/dcurras1/status/1837117800352985383) 2024-09-20T13:13Z [---] followers, [---] engagements "$NET My blog post is getting ready and here is a glimpse of what I will share 🔗 [--] A detailed business overview with fun facts [--] Connecting Cloudflare's fundamentals to the stock technical signals [--] Full technical analysis chart for investors and traders" [X Link](https://x.com/dcurras1/status/1837594249149534293) 2024-09-21T20:46Z [---] followers, [---] engagements "Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com" [X Link](https://x.com/dcurras1/status/1838251266016673823) 2024-09-23T16:17Z [---] followers, [---] engagements "$NET My piece (free ride) on Cloudflare is published. And you know what they say. technicals lead fundamentals. Link on my profile. $NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗 $NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗" [X Link](https://x.com/dcurras1/status/1838268071599051056) 2024-09-23T17:23Z [---] followers, [---] engagements "$SNOW y out there. Glad to be out long ago. With SBC at 40% of annual revenue a little offering can't do any damage. https://www.stocktitan.net/news/SNOW/snowflake-announces-proposed-private-placement-of-2-0-billion-of-l6en8q5dnbu2.html https://www.stocktitan.net/news/SNOW/snowflake-announces-proposed-private-placement-of-2-0-billion-of-l6en8q5dnbu2.html" [X Link](https://x.com/dcurras1/status/1838323017153167540) 2024-09-23T21:02Z [---] followers, [---] engagements "$SPY Just what you want to see in a broadening bull market. This is how multi-year bull markets are built" [X Link](https://x.com/dcurras1/status/1838351921406689368) 2024-09-23T22:57Z [---] followers, [--] engagements "$PSN Parsons Corporation- This engineering and professional services company for cybersecurity intelligence and physical infrastructure is being rerated but few know about it. And still has some potential left 👟 Will be sharing a technical analysis tomorrow" [X Link](https://x.com/dcurras1/status/1838356440248988111) 2024-09-23T23:15Z [---] followers, [---] engagements "$PSN - Parsons While many focus on $PLTR at [--] P/FCF few recognize this 80-year-old company poised for growth in intelligence tech defense and infrastructure. Being rerated yet still attractive at [----] EV/EBITDA and [----] P/FCF. Will be on my blog soon🔗on profile" [X Link](https://x.com/dcurras1/status/1838525964306805200) 2024-09-24T10:28Z [---] followers, [---] engagements "Here is the link to my free ride piece on $NET If you like my content feel free to stick around I'll be sharing more like this. https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet" [X Link](https://x.com/dcurras1/status/1838527234547634542) 2024-09-24T10:33Z [---] followers, [---] engagements "$NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀" [X Link](https://x.com/dcurras1/status/1838550061099135092) 2024-09-24T12:04Z [---] followers, [----] engagements "$ZTS The opportunities ahead and new markets for this🧠 pharmaceutical with pricing power and a moat in intangible assets (Patents Brand Scale)" [X Link](https://x.com/dcurras1/status/1838639994329518205) 2024-09-24T18:01Z [---] followers, [--] engagements "If you missed my article on Cloudflare here is a preview of a good looking chart I share. Here is the link to my "free ride" piece on $NET if you like it feel free to stick around for more content like this: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx" [X Link](https://x.com/dcurras1/status/1838892644316991509) 2024-09-25T10:45Z [---] followers, [---] engagements "$OTIS China news bode well for this "boring" elevator manufacturer with increasing recurring revenues from maintenance and related services. Building that new base within this cup and handle pattern above its rising w/ 50MA. Looking pretty good to me if you ask me 👀" [X Link](https://x.com/dcurras1/status/1838895710533501359) 2024-09-25T10:57Z [---] followers, [--] engagements "$PLTR "Technicals lead fundamentals" or so they say" [X Link](https://x.com/dcurras1/status/1838898312365146255) 2024-09-25T11:08Z [---] followers, [--] engagements "$MEDP Jefferies downgrade - potential opportunity for the long term IMO" [X Link](https://x.com/dcurras1/status/1838956709282283739) 2024-09-25T15:00Z [---] followers, [---] engagements "Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: $OTIS $NET $ZTS https://expansestocks.substack.com https://expansestocks.substack.com" [X Link](https://x.com/dcurras1/status/1839318602941608026) 2024-09-26T14:58Z [---] followers, [---] engagements "$NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though" [X Link](https://x.com/dcurras1/status/1839369760070684737) 2024-09-26T18:21Z [---] followers, [---] engagements "$NET DOCN at $4B MC so $6B-$8B bid minimum Not sure what to make of it with NET having $1.7B in cash. It can give inorganic growth & opportunity to capitalize in AI inference/training with huge SMB customer base. I think NET still too small & has long organic growth runaway. $NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though. $NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though" [X Link](https://x.com/dcurras1/status/1839384938375958588) 2024-09-26T19:21Z [---] followers, [---] engagements "Resharing a few monthly picks for October on my new blog post (link on my profile too) to make things intersting based on their weekly technical setups and other market & fundamentals driven insigths that can make them move. $NET $CPRT $ZTS Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This month Ive handpicked 3" [X Link](https://x.com/dcurras1/status/1839410047581065645) 2024-09-26T21:01Z [---] followers, [---] engagements "$GOOG Some still calling AI Hype like those NFT Apes right $GOOGL 1/7 Exciting news from @Google_DeepMind Their AI method AlphaChip has just revolutionized computer chip design. It's now being used in Google's Tensor Processing Units (TPUs) and beyond. Here are the details: 🧵THREAD $GOOGL 1/7 Exciting news from @Google_DeepMind Their AI method AlphaChip has just revolutionized computer chip design. It's now being used in Google's Tensor Processing Units (TPUs) and beyond. Here are the details: 🧵THREAD" [X Link](https://x.com/dcurras1/status/1839435066688020587) 2024-09-26T22:41Z [---] followers, [---] engagements "$ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon" [X Link](https://x.com/dcurras1/status/1839654010099249606) 2024-09-27T13:11Z [---] followers, [---] engagements "$MEDP Support levels and a wedge. $MEDP Jefferies downgrade - potential opportunity for the long term IMO. https://t.co/7PXwQBgocO $MEDP Jefferies downgrade - potential opportunity for the long term IMO. https://t.co/7PXwQBgocO" [X Link](https://x.com/dcurras1/status/1839679989786014015) 2024-09-27T14:54Z [---] followers, [--] engagements "$NVO Not a good look indeed. $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1 $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1" [X Link](https://x.com/dcurras1/status/1839693644938223843) 2024-09-27T15:48Z [---] followers, [---] engagements "$SPOT $META These two have shut so many mouths mine too 😶" [X Link](https://x.com/dcurras1/status/1839798273135259855) 2024-09-27T22:44Z [---] followers, [--] engagements "Coming back from Iceland amazing country with mesmerizing nature and a touch of cold. Very bullish" [X Link](https://x.com/dcurras1/status/1842717833333006445) 2024-10-06T00:05Z [---] followers, [--] engagements "$MELI So ANALyst saying a 🧠 company with reinvestments plans to grow its business and offerings and expand its already moaty footprint in LATAM for long-term Gains 👀 I'd say: "Deal gimme more" if you are an investor 👌🏽 JPMorgan Downgrades $MELI to Neutral from Overweight with PT of $2400 Analyst Comments: "We rate MercadoLibre as a Neutral. On one side the company has a very promising long-term outlook with LatAm e-commerce still being very underpenetrated advertising growth having the JPMorgan Downgrades $MELI to Neutral from Overweight with PT of $2400 Analyst Comments: "We rate" [X Link](https://x.com/dcurras1/status/1842904466892218599) 2024-10-06T12:27Z [---] followers, [--] engagements "$ISRG Still looking good but losing steam. One to 👀 if the opportunity arises for a long term investment. $ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon. https://t.co/38srFfDSoW $ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon. https://t.co/38srFfDSoW" [X Link](https://x.com/dcurras1/status/1842909767745839212) 2024-10-06T12:48Z [---] followers, [---] engagements "$NET This getting ready as f**k as they keep 🐑 shaking that tree. One of my picks in my Monthly picks" blog post 👇🏼 $OTIS $ZTS Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for" [X Link](https://x.com/dcurras1/status/1842910434954719689) 2024-10-06T12:51Z [---] followers, [---] engagements "$GOOG I tried this new Google's AI infused experiment for creators: Still slow and buggy. Gives some inaccurate and useless answers but I like where this AI use cases are going 👌 https://notebooklm.google https://notebooklm.google" [X Link](https://x.com/dcurras1/status/1842988266565611701) 2024-10-06T18:00Z [---] followers, [--] engagements "If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This" [X Link](https://x.com/dcurras1/status/1843344879742792160) 2024-10-07T17:37Z [---] followers, [---] engagements "If you like my October "Monthly picks" blog posts (link in my profile) and you are looking for a more "in-depth" analysis here is one I did on Cloudflare $NET a few weeks ago 👇 Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative" [X Link](https://x.com/dcurras1/status/1843354873880010893) 2024-10-07T18:17Z [---] followers, [--] engagements "Constellation Software - $CSU $CSU.TO Leaving aside fundamentals this ascending triangle chart pattern looks pretty bullish to me 👀 Steady and onwards no fuss - brought to you by Sir Marc Leonard" [X Link](https://x.com/dcurras1/status/1843622988115071440) 2024-10-08T12:02Z [---] followers, [---] engagements "That sneaky Waymo potential 👀 Autonomous vehicles battleground getting really interesting between these: $TSLA $GOOG $UBER NEWS: Daniel Ho Teslas former head of vehicle programs and new product integration announced he has joined Waymo as Program Director. Source: https://t.co/SeQHONLRkT https://t.co/9AMbApjw2Q NEWS: Daniel Ho Teslas former head of vehicle programs and new product integration announced he has joined Waymo as Program Director. Source: https://t.co/SeQHONLRkT https://t.co/9AMbApjw2Q" [X Link](https://x.com/dcurras1/status/1843633314416185370) 2024-10-08T12:43Z [---] followers, [---] engagements "$SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat" [X Link](https://x.com/dcurras1/status/1843699505235128829) 2024-10-08T17:06Z [---] followers, [---] engagements "$CPRT One of my monthly specials on my last blog post doing its thing today 👀 Chdck it out 👇🏼 (link on my profile too) and if you like my posts SUBSCRIBE FOR FREE ✔ If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 https://t.co/tuD3wwGsHO If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final)" [X Link](https://x.com/dcurras1/status/1843708422937817271) 2024-10-08T17:41Z [---] followers, [--] engagements "$CPRT $NET $OTIS The ideas were out. so don't look at me look at my latest Monthly specials blog posts for October😉 👇 If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 https://t.co/tuD3wwGsHO If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout" [X Link](https://x.com/dcurras1/status/1844033005821870352) 2024-10-09T15:11Z [---] followers, [---] engagements "$GOOG $GOOGL Government + Free markets never a good combo 😑" [X Link](https://x.com/dcurras1/status/1844033166132359292) 2024-10-09T15:12Z [---] followers, [--] engagements "$MELI Beauty of a chart beauty of a business 👀👌" [X Link](https://x.com/dcurras1/status/1844035831092355497) 2024-10-09T15:22Z [---] followers, [---] engagements "$ADBE Not the same businesses by any means but ADBE chart kind of reminds of $TSLA and $MELI 's with a lag. All of them were/are within long consolidations cycles and been accumulated among "worries". All of them incumbent leaders on their respective markets" [X Link](https://x.com/dcurras1/status/1844038672947240982) 2024-10-09T15:34Z [---] followers, [---] engagements "$SNOW How good a 26.4% FCF margin is when you have SBC to Revenue of 40% and Operating margins of stalling at -40%. In other words Uninvestable. That cheeky Snowman got you there" [X Link](https://x.com/dcurras1/status/1844061715664969963) 2024-10-09T17:05Z [---] followers, [--] engagements "$PLTR Maybe time for a break at [--] EV/S (NTM) and [---] EV/FCF (NTM) don't you think 😉" [X Link](https://x.com/dcurras1/status/1844064325063016793) 2024-10-09T17:16Z [---] followers, [--] engagements "$NET You were advised first here 👇 now it's running. Investing and attracting great new talent for their GTM strategy is what you want to see to cement long-term success. Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative" [X Link](https://x.com/dcurras1/status/1844412725138796565) 2024-10-10T16:20Z [---] followers, [---] engagements "$MEDP Earnings coming soon & we will know more about those cancellations if they persist or not. Stock is trying to break out from that falling wedge after retesting that 320$ support level. Still early with a falling d/ 50MA and death cross chart may take time to repair" [X Link](https://x.com/dcurras1/status/1844418208159367423) 2024-10-10T16:42Z [---] followers, [---] engagements "$VRTX Straight up since that retest at the bottom of the falling wedge but testing its d/ 50MA now. I think it may need to more time to consolidate inside that wedge 👀" [X Link](https://x.com/dcurras1/status/1844420470059434295) 2024-10-10T16:51Z [---] followers, [--] engagements "$SNPS Not bad at all. Starting to repair itself. $SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat. https://t.co/Ckl6Grgvti $SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat. https://t.co/Ckl6Grgvti" [X Link](https://x.com/dcurras1/status/1844423786176877003) 2024-10-10T17:04Z [---] followers, [--] engagements "$ANET No words for this beast 😶 Getting frothy but this is what happens when you are featuring a 50% ROIC expanding your margins and being the leading networking provider for the big AI players for the foreseeable future" [X Link](https://x.com/dcurras1/status/1845872637236429121) 2024-10-14T17:01Z [---] followers, [---] engagements "I've noticed this stock ticker deprioritization in the platform and it's really a shame given its big fintwit community. Searching stocks is getting silly. Few examples $DE $V $MA $NET" [X Link](https://x.com/dcurras1/status/1845941846603665686) 2024-10-14T21:36Z [---] followers, [---] engagements "Medpace - $MEDP Notes by HCM 👀 $MEDP - HCM remains bullish "Top Detractor: Medpace (MEDP) -19%. Medpace declined during the quarter as bookings growth decelerated and concern around increasing clinical trial cancellations accelerated during the quarter. The reality is that Medpaces clinical trial business $MEDP - HCM remains bullish "Top Detractor: Medpace (MEDP) -19%. Medpace declined during the quarter as bookings growth decelerated and concern around increasing clinical trial cancellations accelerated during the quarter. The reality is that Medpaces clinical trial business" [X Link](https://x.com/dcurras1/status/1846190904459038995) 2024-10-15T14:06Z [---] followers, [---] engagements "$ASML Projecting $32.5B FY25 sales vs est. $36B. INTC (specially with their f*ck ups) Samsung maybe TMC taking their time it will eventually come IMO. So short term pain long term gains" [X Link](https://x.com/dcurras1/status/1846201996094660736) 2024-10-15T14:50Z [---] followers, [----] engagements "Exactly. AND I suspect $TSM is also pushing their orders for $ASML equipment to put some pressure on pricing now that $INTC and Samsung competition is faltering as they work trough their internal issues. $ASML disappointing results 😱 - Q3 bookings of 2.63B (vs. est. of 5.39B) - '25 sales at 30-35B (vs. est. of 35.94B) What's going on [--]. "competitive foundry dynamic" aka $INTC cut capex [--]. "Limited capacity additions in memory" aka $MU & SK Hynix are converting https://t.co/HkmCiPMFCJ $ASML disappointing results 😱 - Q3 bookings of 2.63B (vs. est. of 5.39B) - '25 sales at 30-35B (vs. est. of" [X Link](https://x.com/dcurras1/status/1846217607461908849) 2024-10-15T15:52Z [---] followers, [---] engagements "$ASML Video release by Mgmt: Q3 ER [----] & Beyond: [--] Slower Logic and mem recovery (ex. AI) INTC and Samsung delaying orders [--] Demand is there but wrong timing for FY25 revs now at $32.5B and 52% GM [--] LT secular trend intact [----] outlook unchanged https://www.asml.com/en/investors/financial-results/q3-2024-572fba47762609d4 https://www.asml.com/en/investors/financial-results/q3-2024-572fba47762609d4" [X Link](https://x.com/dcurras1/status/1846235913497510379) 2024-10-15T17:05Z [---] followers, [---] engagements "LVMH - $LVMH $MC Not a good Q by any means but we may be close to the bottom of this cycle within a secular bullish cycle for the luxury industry. Sometimes a few LT support lines are enough to assess risk with [---] level holding and MACD trying to bottom. Weekly view 👇" [X Link](https://x.com/dcurras1/status/1846490988929257834) 2024-10-16T09:58Z [---] followers, [---] engagements "ASM International - $ASM Sold down in sympathy with $ASML. Focused on a different part of the intricate chip manufacturing process with their Atomic Layer deposition Tech. Growth for next 5Y expected to be around +15% revs and +25% EPS. Interesting to say the least" [X Link](https://x.com/dcurras1/status/1846639240819495247) 2024-10-16T19:47Z [---] followers, [---] engagements "$AMZN The Wall" [X Link](https://x.com/dcurras1/status/1846931242274402386) 2024-10-17T15:08Z [---] followers, [---] engagements "$ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The positives and the worrying from Investors call [--] Technical Chart Analysis post ER reaction [--] Final Thoughts and whether this is an opportunity or not" [X Link](https://x.com/dcurras1/status/1847256954759938075) 2024-10-18T12:42Z [---] followers, [---] engagements "$HUBS About Hubspot Culture 👇🏼 Really liked these two points on building a great culture from @bhalligan: [--]. Company over team over self [--]. Culture is your second product https://t.co/rM9Sy5oI5F Really liked these two points on building a great culture from @bhalligan: [--]. Company over team over self [--]. Culture is your second product https://t.co/rM9Sy5oI5F" [X Link](https://x.com/dcurras1/status/1847766217366655312) 2024-10-19T22:26Z [---] followers, [--] engagements "@TMTMoats Thanks for sharing. Here is my take on $ASML earnings: https://expansestocks.substack.com/p/asml-q3-2024 https://expansestocks.substack.com/p/asml-q3-2024" [X Link](https://x.com/dcurras1/status/1847768761677279552) 2024-10-19T22:36Z [---] followers, [---] engagements "$ADBE $DSGX $CWAN . Among other interesting RBC top picks for [----] 👇🏼 RBC Top Ideas Into [----] $ADBE $CRWD $GTLB https://t.co/zkZ0MwHcbK RBC Top Ideas Into [----] $ADBE $CRWD $GTLB https://t.co/zkZ0MwHcbK" [X Link](https://x.com/dcurras1/status/1847772104210760114) 2024-10-19T22:49Z [---] followers, [---] engagements "Intuitive Surgical - $ISRG Bank of America take 👇🏼 IMO Impressive on all metrics yes. But very extended short term. Long term a beast playing a very lucrative game on its own" [X Link](https://x.com/dcurras1/status/1847961062009676249) 2024-10-20T11:20Z [---] followers, [---] engagements "$MEDP Will take a closer look at their report and listen to their Call. Will publish the ER review digest tomorrow at my Expanse Stocks blog. Link on profile. $MEDP [----] Q3 Earnings - Revenue: $533.3M - EPS: $3.01 vs $2.77 expected [----] Guidance: - Revenue: Decreased to $2.09B-$2.13B from $2.125-$2.175B - GAAP net income: Increased to $376M-$388M from $361M-$383M - EBITDA: Increased to $450M-$470M from $430M-$460M Previous https://t.co/RYNOGaCpYp $MEDP [----] Q3 Earnings - Revenue: $533.3M - EPS: $3.01 vs $2.77 expected [----] Guidance: - Revenue: Decreased to $2.09B-$2.13B from $2.125-$2.175B -" [X Link](https://x.com/dcurras1/status/1848472584532234571) 2024-10-21T21:13Z [---] followers, [---] engagements "Medpace - $MEDP Interesting ER 👀 ➕ Solid bottom line and cash flows Decent backlog +8.8% ➖ Light revs growth net new biz -12.7% (already telegraphed las Q though) book-to-bill at 1x Will read CC transcript tomorrow and publish ER review at my blog. Link on profile" [X Link](https://x.com/dcurras1/status/1848493840732459229) 2024-10-21T22:37Z [---] followers, [---] engagements "$DHR Getting closer to the end of this downturn cycle in their end-market showing signs of perking up . [----] looking primed for a comeback 👀 Will need to read the CC transcript for more signs. $DHR Danaher Q3'24 Earnings Highlights: 🔹 Adj EPS: $1.71 (Est. $1.57) 🟢 🔹 Revenue: $5.80B (Est. $5.59B) 🟢; UP +3% YoY 🔹 Net Cash Provided by Operating Activities: $1.5B (Est. $1.27B) 🟢 🔹 Non-GAAP Free Cash Flow: $1.2B 🔹 Operating Profit: $958M Guidance: 🔹 For $DHR Danaher Q3'24 Earnings Highlights: 🔹 Adj EPS: $1.71 (Est. $1.57) 🟢 🔹 Revenue: $5.80B (Est. $5.59B) 🟢; UP +3% YoY 🔹 Net Cash" [X Link](https://x.com/dcurras1/status/1848687829661978741) 2024-10-22T11:28Z [---] followers, [---] engagements "Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] Main takes from Conference call (finished 1h ago) [--] Technical Chart Analysis [--] Thoughts & whether this is an opportunity or not" [X Link](https://x.com/dcurras1/status/1848745033496736003) 2024-10-22T15:15Z [---] followers, [---] engagements "You can access directly the link of my $MEDP earnings take here: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024" [X Link](https://x.com/dcurras1/status/1848745379736481939) 2024-10-22T15:17Z [---] followers, [--] engagements "@PharmDabbler Nice take I mostly agree with it 👌 Just published my $MEDP earnings take with conference call notes at my blog: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024" [X Link](https://x.com/dcurras1/status/1848745773770362986) 2024-10-22T15:18Z [---] followers, [---] engagements "@Quality_stocksA Nice take 👌🏽 I go deeper in my $MEDP earnings digest after listening to their Conference call. Here is the link to my Expanse Stocks blog post: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024" [X Link](https://x.com/dcurras1/status/1848755792738193842) 2024-10-22T15:58Z [---] followers, [--] engagements "Snowflake - $SNOW SBC at 40% of revenue -40% operating margin not improving since. Databricks Big Tech eating their lunch. That cheeky Snowman" [X Link](https://x.com/dcurras1/status/1848771245891875137) 2024-10-22T16:59Z [---] followers, [---] engagements "You have access to my $MEDP earnings digest take published in my blog here: https://expansestocks.substack.com/p/medpace-q3-2024 Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] Main takes from Conference call (finished 1h ago) [--] Technical Chart Analysis [--] Thoughts & whether this is an opportunity or not https://t.co/rWvUtDQeQL https://expansestocks.substack.com/p/medpace-q3-2024 Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook 2" [X Link](https://x.com/dcurras1/status/1848806291235365118) 2024-10-22T19:19Z [---] followers, [---] engagements "Danaher - $DHR Takes from ER and CC🧵 1/ Revs: +0.5% EPS: flat Y/Y FCF: $1.2B in Q3 $3.8B YTD 135% cash conversion 2/ Biotech segment - Bioprocessing bouncing back high single-digit growth - Big Biopharma doing well small ones still cautious - China Still struggling" [X Link](https://x.com/dcurras1/status/1848818660481151372) 2024-10-22T20:08Z [---] followers, [---] engagements "Danaher - $DHR Noted down some takes and thoughts from their earnings conference call at my Expanse Stocks blog. Feel free to read them: https://expansestocks.substack.com/p/danaher-conference-call-takes-q3 https://expansestocks.substack.com/p/danaher-conference-call-takes-q3" [X Link](https://x.com/dcurras1/status/1849037560665809232) 2024-10-23T10:38Z [---] followers, [---] engagements "@QualityInvest5 Danaher $DHR Arista Networks $ANET Constellation Software $CSU Intuitive Surgical $ISRG To name a few. Some are currently but in the long run you know what they may probably do😉" [X Link](https://x.com/dcurras1/status/1849042106444116097) 2024-10-23T10:56Z [---] followers, [---] engagements "$ADBE If you believe they are not getting out of business here is an interesting spot 😉 [--] Retesting weekly 200MA [--] Close to the bottom of its consolidation channel" [X Link](https://x.com/dcurras1/status/1849118641100358019) 2024-10-23T16:00Z [---] followers, [---] engagements "$NVO If it does not hold here more pain it is. May test next support level at low $100s coinciding with its weekly 100MA. $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1 $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its" [X Link](https://x.com/dcurras1/status/1849121317531902270) 2024-10-23T16:10Z [---] followers, [--] engagements "@BeuvingJordy Market believing the "postponed growth to 2025" story so far. Watching $ASM next week 👀" [X Link](https://x.com/dcurras1/status/1849360472409084230) 2024-10-24T08:01Z [---] followers, [---] engagements "ASM International - $ASM $BESI confirming "expected" delays from foundries. If market feels edgy next week & pulls out an $ASML Style reaction during ASM ER I am looking for a test of the 430-440 support level close to the w/ 150MA. This one likes to land there & rebound👀" [X Link](https://x.com/dcurras1/status/1849367439768789379) 2024-10-24T08:28Z [---] followers, [---] engagements "Cloudflare - $NET Did you know about the Lava Lamps Wall at their headquarters' lobby One of the traits of Cloudflare's creativity. Published a deep dive about them a few weeks ago. Feel free to read it & subscribe if you like what you see: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet" [X Link](https://x.com/dcurras1/status/1849435564870603074) 2024-10-24T12:59Z [---] followers, [---] engagements "Crowdstrike - $CRWD After the fuss $200s support level held. Now above its w/ 50MA and $300 level has been reclaimed so far. Interesting spot to say the least 👀" [X Link](https://x.com/dcurras1/status/1849457216065089923) 2024-10-24T14:25Z [---] followers, [---] engagements "@StockSavvyShay Did you know about $NET Lava Lamps Wall at their headquarters' lobby Cool stuff. One of the traits of Cloudflare's creativity. Published a deep dive about them a few weeks ago. Feel free to read it: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet" [X Link](https://x.com/dcurras1/status/1849511094873641051) 2024-10-24T17:59Z [---] followers, [--] engagements "@Invesquotes Mostly agree with your take. I think they're "low balling" their guide & [----] will come better than expected. At least they are well positioned for it. Noted down some takes & thoughts from $DHR conference call at my blog. Feel free to read them: https://expansestocks.substack.com/p/danaher-conference-call-takes-q3 https://expansestocks.substack.com/p/danaher-conference-call-takes-q3" [X Link](https://x.com/dcurras1/status/1849515289291129227) 2024-10-24T18:16Z [---] followers, [---] engagements "Parsons - $PSN One my Small Cap favs in the critical infrastructure and intelligence services space with the acquisition 👇 They are going places 👀 $PSN Ive always liked the word accretive: Parsons to Acquire BCC Engineering for $230M Parsons has signed a definitive agreement to acquire BCC Engineering a Florida-based transportation engineering firm in an all-cash deal valued at $230 million. BCC a Trivest Partners $PSN Ive always liked the word accretive: Parsons to Acquire BCC Engineering for $230M Parsons has signed a definitive agreement to acquire BCC Engineering a Florida-based" [X Link](https://x.com/dcurras1/status/1849890961230303241) 2024-10-25T19:09Z [---] followers, [---] engagements "ServiceNow - $NOW Noted down some takes and thoughts from their earnings conference call earlier this week at my Expanse Stocks blog. Feel free to read them: https://expansestocks.substack.com/p/servicenow-conference-call-q3-2024 https://expansestocks.substack.com/p/servicenow-conference-call-q3-2024" [X Link](https://x.com/dcurras1/status/1850150828796985362) 2024-10-26T12:21Z [---] followers, [---] engagements "ROIC for each industry 👇 $SPY Return on Invested Capital by Fundsmith https://t.co/i7fjtkC0dC Return on Invested Capital by Fundsmith https://t.co/i7fjtkC0dC" [X Link](https://x.com/dcurras1/status/1850960444078637511) 2024-10-28T17:58Z [---] followers, [--] engagements "$WM Such a low-key beast 👌🏽🗑 $WM Waste Management Inc. Q2 [----] Earnings Call Key Highlights: 💼 Strong Financial Performance: Record quarterly operating EBITDA margin at 30% driven by efficiencies and disciplined pricing; achieving double-digit operating EBITDA growth. Total revenue up 5% with EBITDA https://t.co/ku4Z8D8jo2 $WM Waste Management Inc. Q2 [----] Earnings Call Key Highlights: 💼 Strong Financial Performance: Record quarterly operating EBITDA margin at 30% driven by efficiencies and disciplined pricing; achieving double-digit operating EBITDA growth. Total revenue up 5% with" [X Link](https://x.com/dcurras1/status/1851042265311166799) 2024-10-28T23:24Z [---] followers, [---] engagements "John Deere - $DE 🚜 Give me a hammer candle to end the month with the MACD about to cross up within this good looking multi-month base👀 Monthly view 👇" [X Link](https://x.com/dcurras1/status/1851237476943143215) 2024-10-29T12:19Z [---] followers, [--] engagements "$WM Love the business not the setup. Would rather wait for this Diamond pattern to unfold 👇" [X Link](https://x.com/dcurras1/status/1851240986879361284) 2024-10-29T12:33Z [---] followers, [---] engagements "$SNPS $CDNS Silent oligopolies critical for semis design. Keep them under-the-hood and away from fintwit talk. Works for me 😉 $CDNS Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $1.64 (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B (Est. $4.63B) 🟡 🔹 Non-GAAP EPS: $5.87-$5.93 (Est. $5.89) 🟡 Q3 Segments $CDNS Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $1.64 (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B" [X Link](https://x.com/dcurras1/status/1851280270168567837) 2024-10-29T15:09Z [---] followers, [--] engagements "@Borlaug_ What do you think of $STVN at current levels Market has been penalizing them due to ongoing capacity expansion (bad for CapEx) and some headwinds on their engineering segment with some delays and higher costs. Looks temporary but would like to know your take. Thanks" [X Link](https://x.com/dcurras1/status/1851287138777681955) 2024-10-29T15:37Z [---] followers, [---] engagements "$ASM Looks pretty good to me. Orders coming better than expected. Will need to read the CC transcript tomorrow. Nice recap 👇 🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅ Revenue: [---] million 📊 Guidance: 740-780 million 🔎 Estimates: [---] million ✅ https://t.co/lrg3qWae3T 🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅" [X Link](https://x.com/dcurras1/status/1851321006301823032) 2024-10-29T17:51Z [---] followers, [---] engagements "$GOOG $GOOGL Very good top line numbers. CapEx high and FCF light below estimates. need to invest if you wanna win long-term you know 😉 $GOOGL Alphabet Q3'24 Detailed Earnings Highlights: 🔹 EPS: $2.12 (Est. $1.85) 🟢 🔹 Total Revenue: $88.27B (Est. $86.3B) 🟢; UP +15% YoY 🔹 Operating Income: $28.52B (Est. $26B) 🟢; UP +34% YoY 🔹 Operating Margin: 32% (Est. 31.4%) 🟢; UP +4.5pp YoY Revenue by Segments: 🔹 $GOOGL Alphabet Q3'24 Detailed Earnings Highlights: 🔹 EPS: $2.12 (Est. $1.85) 🟢 🔹 Total Revenue: $88.27B (Est. $86.3B) 🟢; UP +15% YoY 🔹 Operating Income: $28.52B (Est. $26B) 🟢; UP" [X Link](https://x.com/dcurras1/status/1851356274576814418) 2024-10-29T20:11Z [---] followers, [---] engagements "$V Nice print added value services getting traction 👀 Now at almost $1B revs run with +30% y/y $V Visa Q4'24 Earnings Highlights: 🔹 Adj EPS: $2.71 (Est. $2.58) 🟢; UP +16.3% YoY 🔹 Net Revenue: $9.62B (Est. $9.49B) 🟢; UP +12% YoY 🔹 AdjNet Income: $5.43B (Est. $5.2B) 🟢; UP +13% YoY 🔹 Operating Margin: 66% (vs. 64% in Q4'23) 🟢 Transaction Metrics: 🔹 Payments $V Visa Q4'24 Earnings Highlights: 🔹 Adj EPS: $2.71 (Est. $2.58) 🟢; UP +16.3% YoY 🔹 Net Revenue: $9.62B (Est. $9.49B) 🟢; UP +12% YoY 🔹 AdjNet Income: $5.43B (Est. $5.2B) 🟢; UP +13% YoY 🔹 Operating Margin: 66% (vs. 64% in" [X Link](https://x.com/dcurras1/status/1851358336362692723) 2024-10-29T20:19Z [---] followers, [---] engagements "$GOOG $QQQ Exciting times with AI and technological innovation to say the least. Still many have stayed on the sidelines in money markets for more than [--] years since the end of the Covid burst. Q: "Sundar there was this perception that Alphabet was not as innovative on AI as it should. And it clearly shows that that was wrong. You're moving pretty quickly rolling out new products. Can you talk a bit about how you may have changed your structure" His response: https://t.co/3mXbQduSpn Q: "Sundar there was this perception that Alphabet was not as innovative on AI as it should. And it clearly" [X Link](https://x.com/dcurras1/status/1851413697496842458) 2024-10-29T23:59Z [---] followers, [---] engagements "Interesting take 👇🏼 Semis are cyclical and the day of inflection will come when least expected. Although still within a long secular bull cycle of course. $NVDA $ASML etc. Something I suspected with the recent $ASML earnings. I just dont believe the durability of this semi cycle and sure some of the ASML weakness could be attributed to TSMCs strength against Intel which is pulling back on spend on new factories and CapEx in general. BUT one of Something I suspected with the recent $ASML earnings. I just dont believe the durability of this semi cycle and sure some of the ASML weakness could" [X Link](https://x.com/dcurras1/status/1851417721579217063) 2024-10-30T00:15Z [---] followers, [---] engagements "Waymo and Tesla will be an interesting competition for sure 👀 $GOOG $TSLA Alphabet CEO @sundarpichai took time to outline the achievements of Waymo in his prepared remarks: "Now each week Waymo is driving more than 1M fully autonomous miles and serves over [------] paid rides the first time any AV company has reached this kind of mainstream use" https://t.co/kAWX2YQPBI Alphabet CEO @sundarpichai took time to outline the achievements of Waymo in his prepared remarks: "Now each week Waymo is driving more than 1M fully autonomous miles and serves over [------] paid rides the first time any AV" [X Link](https://x.com/dcurras1/status/1851419823386886263) 2024-10-30T00:24Z [---] followers, [---] engagements "Google $GOOG and Visa $V Just published my ER review and Conference call notes at my Expanse Stocks blog - 🔗on profile & below 👇 I go over: [--] Main takes from their respective CC and outlook [--] Final Thoughts" [X Link](https://x.com/dcurras1/status/1851618432967458968) 2024-10-30T13:33Z [---] followers, [---] engagements "$ASML $MEDP Some interesting bullish MACD divergences in the making 👀" [X Link](https://x.com/dcurras1/status/1851645846284034328) 2024-10-30T15:22Z [---] followers, [---] engagements "$MSFT vs $GOOG Battle of Clouds. Of course different revs run rates but still interesting. Google taking market share 👇🏼 Will be interesting to see $AMZN 's too. Google Cloud vs. Microsoft Cloud $GOOGL $MSFT https://t.co/ylf8dpRJab Google Cloud vs. Microsoft Cloud $GOOGL $MSFT https://t.co/ylf8dpRJab" [X Link](https://x.com/dcurras1/status/1851740235253612894) 2024-10-30T21:37Z [---] followers, [---] engagements "Published a new series of my "Monthly Specials" for November - 🔗 to my blog below 👇 or on Profile. This time Im featuring [--] well-known companies that you may definitely consider for a (very) long term hold. $AMZN $DE $SNPS Want to know why I picked them Check it out 👀" [X Link](https://x.com/dcurras1/status/1851973365096989123) 2024-10-31T13:03Z [---] followers, [---] engagements "$AMZN Another brick in "The Wall" 🧱 🎶" [X Link](https://x.com/dcurras1/status/1852142409335083046) 2024-11-01T00:15Z [---] followers, [---] engagements "$TOI.V Nive Q with improved margins and bottom line + new acquisitions post [--] Septembre coming in nicely. 👇🏼 $TOI.V https://t.co/tyHK2XXBSc $TOI.V https://t.co/tyHK2XXBSc" [X Link](https://x.com/dcurras1/status/1852145326112858436) 2024-11-01T00:27Z [---] followers, [---] engagements "Amazon $AMZN by Morgan Stanley 👇🏼 Good analysis. $AMZN Why We are Bullish '25 as Cost to Serve Improves and Domestic Profit Ramp is Still to Come - Morgan Stanley International Serves Up - Our concerns about AMZNs near term ability to produce company-wide profitably and manage through its investments in lower-priced essentials $AMZN Why We are Bullish '25 as Cost to Serve Improves and Domestic Profit Ramp is Still to Come - Morgan Stanley International Serves Up - Our concerns about AMZNs near term ability to produce company-wide profitably and manage through its investments in lower-priced" [X Link](https://x.com/dcurras1/status/1852271485139751044) 2024-11-01T08:48Z [---] followers, [---] engagements "@techfund1 Nice deep dive. Thanks What do you think of ASM Int. $ASM They seem to have more optionality with their ALD front-end equipment but also have back-end exposure. Looking at the stock at 500s not cheap but not too expensive either given the potential growth for this decade" [X Link](https://x.com/dcurras1/status/1852357334367936643) 2024-11-01T14:29Z [---] followers, [---] engagements "@SKundojjala What do you think of ASMI at these levels Not cheap but not too expensive either looks like one of the semi equipment plays in the Netherlands with better prospects and better positioned to capitalize on GAA chips manufacturing this decade. Thanks" [X Link](https://x.com/dcurras1/status/1852362388588122122) 2024-11-01T14:49Z [---] followers, [--] engagements "Hell of a month for $ASML . Reviewed their earnings report and conference call took some notes and wrote some thoughts for the short term and long term. Check it out on my blog 👇🏼 (🔗 on my Profile too) $ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The positives and the worrying from Investors call [--] Technical Chart Analysis post ER reaction [--] Final Thoughts and whether this is an opportunity or not. https://t.co/BhBsYC1oIO $ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The" [X Link](https://x.com/dcurras1/status/1852851290617102399) 2024-11-02T23:12Z [---] followers, [---] engagements "Parsons - $PSN While many eye $PLTR this $11B mid-cap flies under the radar. A testament to American resilience it has evolved from post-WWII engineering roots to a tech leader in defense intelligence and critical infrastructure. My deep dive is ready. Link 👇 & on Profile:" [X Link](https://x.com/dcurras1/status/1853507537003311348) 2024-11-04T18:40Z [---] followers, [---] engagements "Here is the link to my deep dive on Parsons $PSN: https://expansestocks.substack.com/p/parsons-corporation-a-home-run-from https://expansestocks.substack.com/p/parsons-corporation-a-home-run-from" [X Link](https://x.com/dcurras1/status/1853507828004360222) 2024-11-04T18:41Z [---] followers, [--] engagements "$ASML $ASM Nice take on confusing dissimilar FY25 outlooks provided by these two semi equipment players 👇 🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains what's happening. - ASML reducing outlook [----] mainly due to CapEx cuts and https://t.co/26S1I05vgI 🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains" [X Link](https://x.com/dcurras1/status/1853780878431801803) 2024-11-05T12:46Z [---] followers, [----] engagements "$PSN Few know Parsons an [--] year-old firm thats evolved from traditional engineering to a global tech leader in defense intelligence and critical infra $PLTR style. From AI cybersecurity to missile defense the stock is being rerated. My deep dive 👇 and on Profile. Parsons - $PSN While many eye $PLTR this $11B mid-cap flies under the radar. A testament to American resilience it has evolved from post-WWII engineering roots to a tech leader in defense intelligence and critical infrastructure. My deep dive is ready. Link 👇 & on Profile: https://t.co/oZFHRhh81s Parsons - $PSN While many eye" [X Link](https://x.com/dcurras1/status/1853847012489232427) 2024-11-05T17:09Z [---] followers, [---] engagements "My deep dive on Cloudflare $NET Link 👇🏼 or on Profile Cloudflare - $NET Following Stan Weinstein playbook to the T. Breaking out from an early Stage [--] phase 👇 And if you want to know more about the business fundamentals and technicals check it out on my recent post at Expanse Stocks: https://t.co/52ndhb2Nw8 https://t.co/yArr4zGudY Cloudflare - $NET Following Stan Weinstein playbook to the T. Breaking out from an early Stage [--] phase 👇 And if you want to know more about the business fundamentals and technicals check it out on my recent post at Expanse Stocks: https://t.co/52ndhb2Nw8" [X Link](https://x.com/dcurras1/status/1853892289661472969) 2024-11-05T20:09Z [---] followers, [---] engagements "Zoetis - $ZTS Published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q and Outlook [--] Main takes from their Conference call [--] Technical and Fundamental Analysis post ER reaction [--] Thoughts whether the stock presents an opportunity or not" [X Link](https://x.com/dcurras1/status/1854182134761533536) 2024-11-06T15:20Z [---] followers, [---] engagements "Here is the link to $ZTS earnings review and thoughts whether the stock presents an opportunity or not: https://expansestocks.substack.com/p/zoetis-a-good-opportunity https://expansestocks.substack.com/p/zoetis-a-good-opportunity" [X Link](https://x.com/dcurras1/status/1854182563411308718) 2024-11-06T15:22Z [---] followers, [---] engagements "$MELI Missed on EPS and bottom line but there is a good reason. While Fintech Services pressure margins short term synergies will drive more adoption of Mercado Pago 👇 A Long-term thinking management that's what you want as an Investor" [X Link](https://x.com/dcurras1/status/1854280157101437076) 2024-11-06T21:50Z [---] followers, [----] engagements "If you want to gain some conviction in your $MELI investment thesis. Read this Great take 👇🏼 $MELI You want conviction Aqui esta con mucho calor Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by 5M from [----] to [----] whereas in United States it grew https://t.co/1PI4OgCaIP $MELI You want conviction Aqui esta con mucho calor Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of" [X Link](https://x.com/dcurras1/status/1854312404814877079) 2024-11-06T23:58Z [---] followers, [---] engagements "MercadoLibre - $MELI Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: the positives and negatives [--] Thoughts whether sell-off presents an opportunity or not for LT investors" [X Link](https://x.com/dcurras1/status/1854545045686243702) 2024-11-07T15:22Z [---] followers, [---] engagements "Medpace - $MEDP Bouncing again from support and out of the downward channel with the positive MACD divergence 👀" [X Link](https://x.com/dcurras1/status/1854548746958188964) 2024-11-07T15:37Z [---] followers, [---] engagements "$MELI Testing both daily 200MA and weekly 50MA bouncing so far👀 You can't make this shit up" [X Link](https://x.com/dcurras1/status/1854551748125315133) 2024-11-07T15:49Z [---] followers, [---] engagements "$AMZN $SNPS Many things working short-term post-election but you got to understand technical setups to stack the odds in your favor. Two of my three Monthly Specials picks for November playing out perfectly. Link to my free to read article👇 or on profile. Published a new series of my "Monthly Specials" for November - 🔗 to my blog below 👇 or on Profile. This time Im featuring [--] well-known companies that you may definitely consider for a (very) long term hold. $AMZN $DE $SNPS Want to know why I picked them Check it out 👀 https://t.co/gSBGHRMuj7 Published a new series of my "Monthly" [X Link](https://x.com/dcurras1/status/1854562634164847001) 2024-11-07T16:32Z [---] followers, [---] engagements "One of my Hidden Gems is flying away today. Link to article below or on my Profile Clearwater Analytics $CWAN 👇🏼 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued fundamentals or big growth potential. Each has its special edge. $CWAN $BC.MI $TISG https://t.co/E9HAYPaWL2 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued" [X Link](https://x.com/dcurras1/status/1854603288043221428) 2024-11-07T19:14Z [---] followers, [--] engagements "$ANET Big time. Perfection of a company last two years👌🏽" [X Link](https://x.com/dcurras1/status/1854657598944858404) 2024-11-07T22:50Z [---] followers, [---] engagements "Cloudflare - $NET Nice Q: [--] Revs growth at +28% [--] Bottom line improving faster than top line [--] OCF +54% YoY [--] Investing big time in infra & still +29.5% FCF YoY Raising their own FY24 guidance. ANALysts estimates can go f**k themselves. My deep-dive on NET 👇🏼 Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET" [X Link](https://x.com/dcurras1/status/1854667942895423942) 2024-11-07T23:31Z [---] followers, [---] engagements "Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term" [X Link](https://x.com/dcurras1/status/1854864849831956573) 2024-11-08T12:33Z [---] followers, [----] engagements "Here is the link to my $NET earnings digest with key notes from Conference call and thoughts on the sell-off: https://expansestocks.substack.com/p/cloudflare-building-momentum https://expansestocks.substack.com/p/cloudflare-building-momentum" [X Link](https://x.com/dcurras1/status/1854865121773773190) 2024-11-08T12:34Z [---] followers, [---] engagements "@NotMarkLeonard Where did you get the 359M in acquisition post Q. Could not see it o. The report" [X Link](https://x.com/dcurras1/status/1855166525642088461) 2024-11-09T08:32Z [---] followers, [--] engagements "$CSU $CSU.TO RBC upgrade to C$5300 ➕Jefferies upgrade to C$5000 👇" [X Link](https://x.com/dcurras1/status/1855951120520098180) 2024-11-11T12:30Z [---] followers, [---] engagements "Arista Networks - $ANET 4-for-1 split coming on December 4th but before that some consolidation IMO. $375-380s level 👀 $365 level 👀👀" [X Link](https://x.com/dcurras1/status/1856020636558340344) 2024-11-11T17:06Z [---] followers, [---] engagements "$NET $MELI Don't just stop at the Numbers and ANALysts estimates headlines dig dipper 👀 A few ideas from their Conference Calls (Links 👇 or on Profile at Expanse Stocks). NET CC Notes and Thoughts: MELI CC Notes and Thoughts: http://expansestocks.substack.com/p/mercadolibre-this-er-should-please http://expansestocks.substack.com/p/cloudflare-building-momentum http://expansestocks.substack.com/p/mercadolibre-this-er-should-please http://expansestocks.substack.com/p/cloudflare-building-momentum" [X Link](https://x.com/dcurras1/status/1856026969072103615) 2024-11-11T17:31Z [---] followers, [---] engagements "Nice take on $ASML and the future of litho intensity vs etching technology 👇 Many investors argue that $ASML is historically undervaluedand theyre not wrong. But the real question is are we focusing too much on its multiple instead of its business fundamentals Are we at an EUV peak Are there better opportunities within the WFE supplier sector Lets https://t.co/R37IHxsobb Many investors argue that $ASML is historically undervaluedand theyre not wrong. But the real question is are we focusing too much on its multiple instead of its business fundamentals Are we at an EUV peak Are there better" [X Link](https://x.com/dcurras1/status/1856307124395036888) 2024-11-12T12:04Z [---] followers, [---] engagements "$DDOG Getting ready on the daily weekly and monthly time frames 👀" [X Link](https://x.com/dcurras1/status/1856374638256759156) 2024-11-12T16:32Z [---] followers, [---] engagements "$ADBE You can't make this shit up. Testing support level to the T and bouncing. On track for a W pattern before ER. Watch 👀" [X Link](https://x.com/dcurras1/status/1856381314540151230) 2024-11-12T16:59Z [---] followers, [--] engagements "Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: Positives & Negatives ($NVDA competition etc.) [--] Thoughts about the business short-term and long-term" [X Link](https://x.com/dcurras1/status/1856411027577205105) 2024-11-12T18:57Z [---] followers, [---] engagements "My take and thoughts on $ANET earnings last week and Key notes from their Conference Call: Positives & Negatives ( $NVDA competition etc.) Link to my Expanse Stocks blog on my Profile or 👇🏼 Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: Positives & Negatives ($NVDA competition etc.) [--] Thoughts about the business short-term and long-term https://t.co/pkNGtNCibK Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this" [X Link](https://x.com/dcurras1/status/1856422227949842609) 2024-11-12T19:42Z [---] followers, [---] engagements "Cloudflare - $NET How dare you move this way Well it does for a reason 👇 Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term https://t.co/48ySXsyNrG Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term" [X Link](https://x.com/dcurras1/status/1856714061154484559) 2024-11-13T15:01Z [---] followers, [---] engagements "Part [--] of my "Monthly Specials" for November. With semis cooling off some SaaS leaders lagging in the AI boom are preparing for the next wave as their ER start to reflect AI integration. I picked up [--] stocks $ADBE $DDOG If you want to know why🔗 is below or on Profile" [X Link](https://x.com/dcurras1/status/1856729291691577424) 2024-11-13T16:02Z [---] followers, [---] engagements "Here is the link to my Monthly Specials Part [--] for November featuring [--] SaaS stocks $ADBE and $DDOG http://expansestocks.substack.com/p/monthly-specials-november-2024-part http://expansestocks.substack.com/p/monthly-specials-november-2024-part" [X Link](https://x.com/dcurras1/status/1856729609158500376) 2024-11-13T16:03Z [---] followers, [---] engagements "Constellation Software - $CSU $CSU.TO Breaking out from a bullish ascending triangle pattern price above its 50MA and MACD perking up above the zero line to build more ➕ momentum. Hard to find a stock and a business as solid as this one in the market for a long-term hold" [X Link](https://x.com/dcurras1/status/1856739612640661890) 2024-11-13T16:43Z [---] followers, [---] engagements "Cloudflare - $NET Keeps following the early Stan Weinstein's Stage [--] breakout setup to the T. I talked extensively about this on my free to read NET deep dive a few weeks ago. Link 👇 or on my Profile Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their" [X Link](https://x.com/dcurras1/status/1856750335777296423) 2024-11-13T17:25Z [---] followers, [---] engagements "Good read and nice takes 👇 $CSU $MSFT $AMZN Today's FREE Edition is out with unusual goodies (fiction wtf): 535: Constellation Software's Q3 Analysis Microsoft+ CoreWeave Amazon Logistics vs UPS & FedEx Anthropic Stockfish and The Wild Robot https://t.co/utrAEPe1uW Today's FREE Edition is out with unusual goodies (fiction wtf): 535: Constellation Software's Q3 Analysis Microsoft+ CoreWeave Amazon Logistics vs UPS & FedEx Anthropic Stockfish and The Wild Robot https://t.co/utrAEPe1uW" [X Link](https://x.com/dcurras1/status/1856759578630697226) 2024-11-13T18:02Z [---] followers, [---] engagements "$ASML "ASML.confirming potential [----] scenarios for annual revenue between [--] billion and [--] billion with a gross margin of between approximately 56% and 60%" Under the hood there were a few positive signs in ASML's chart starting by the bullish MACD divergence 👇" [X Link](https://x.com/dcurras1/status/1856984965587612099) 2024-11-14T08:58Z [---] followers, [---] engagements "$ASML Great notes 👌 If you want to get (almost real-time) details on the Investor Day highlights do it here 👇 ASML Investor Day [----] $ASML just provided an update on its long-term strategy confirming potential [----] scenarios for annual revenue between approximately [--] billion and [--] billion with a gross margin of between approximately 56% and 60%. https://t.co/Cj1gyO2ptN ASML Investor Day [----] $ASML just provided an update on its long-term strategy confirming potential [----] scenarios for annual revenue between approximately [--] billion and [--] billion with a gross margin of between" [X Link](https://x.com/dcurras1/status/1857046287612260563) 2024-11-14T13:01Z [---] followers, [--] engagements "$ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation:" [X Link](https://x.com/dcurras1/status/1857050534080876763) 2024-11-14T13:18Z [---] followers, [---] engagements "Adobe and Datadog $ADBE $DDOG My new "Monthly Specials" picks for November based on a blend of technical setups and qualitative/quantitative fundamentals. Check it out at my Expanse Stocks blog. Link on my Profile or below to the blog post 👇 Part [--] of my "Monthly Specials" for November. With semis cooling off some SaaS leaders lagging in the AI boom are preparing for the next wave as their ER start to reflect AI integration. I picked up [--] stocks $ADBE $DDOG If you want to know why🔗 is below or on Profile https://t.co/cI9HhmzQUf Part [--] of my "Monthly Specials" for November. With semis" [X Link](https://x.com/dcurras1/status/1857058771115151424) 2024-11-14T13:51Z [---] followers, [---] engagements "$ASML [----] Sales Projections. All in all still as promising as ever. $ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation: https://t.co/6i2aWWl4E4 $ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation: https://t.co/6i2aWWl4E4" [X Link](https://x.com/dcurras1/status/1857083904789737727) 2024-11-14T15:31Z [---] followers, [---] engagements "@ftr_investors [----] Sales Projections. All in all still as promising as ever 👌" [X Link](https://x.com/dcurras1/status/1857086004118560917) 2024-11-14T15:39Z [---] followers, [---] engagements "Consistent energy generation and cooling technology will be key to keep up with AI innovation. Based on $ASML comments a potential bottle neck. $CEG $VST $VRT $SU.PA $ABB $GEV a few names that come to mind that may help with these challenges. $ASML CEO Christophe Fouquet: Energy costs are challenges in the AI development. We go back to Moore's Law. AI will demand an acceleration of the roadmap. https://t.co/p3jluGQLZw $ASML CEO Christophe Fouquet: Energy costs are challenges in the AI development. We go back to Moore's Law. AI will demand an acceleration of the roadmap. https://t.co/p3jluGQLZw" [X Link](https://x.com/dcurras1/status/1857088076931064112) 2024-11-14T15:47Z [---] followers, [---] engagements "Parsons - $PSN Probably time for a well deserved rest Low-90s and mid-80s two levels of support👀" [X Link](https://x.com/dcurras1/status/1857378062855184753) 2024-11-15T11:00Z [---] followers, [---] engagements "SanLorenzo - $SL $SL.MI CEO bought shares recently and earnings results look pretty solid to me despite the slowdown in the industry after the Covid anomaly & China. Few support levels chart not looking great but it's a game of patience and conviction if you are an investor 😉" [X Link](https://x.com/dcurras1/status/1857395506999132610) 2024-11-15T12:09Z [---] followers, [---] engagements "Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it categorically. High quality semi name in the power management chip market with a moat" [X Link](https://x.com/dcurras1/status/1858161491016372414) 2024-11-17T14:53Z [---] followers, [---] engagements "Just published my free to read article with key takeaways and highlights on $ASML Investor Day. 🔗 is on the thread below or at my Expanse Stocks blog URL on my Profile. I cover the following 👇" [X Link](https://x.com/dcurras1/status/1858503118557782169) 2024-11-18T13:30Z [---] followers, [---] engagements "Here is the link to my $ASML Investor Day key takeaways: http://expansestocks.substack.com/p/asml-investors-day-2024-highlights http://expansestocks.substack.com/p/asml-investors-day-2024-highlights" [X Link](https://x.com/dcurras1/status/1858527588072731109) 2024-11-18T15:08Z [---] followers, [--] engagements "Zoetis - $ZTS Cats and dogs still running for their lives in Springfield; in the meantime Zoetis chart putting a potential Head & Shoulder within its larger multi-year rounded base 👀" [X Link](https://x.com/dcurras1/status/1858559192946069886) 2024-11-18T17:13Z [---] followers, [---] engagements "$AMZN Diversifying their revenue streams and more to come 👇 Advertising Cloud Computing & Seller Services now account for 50% of Amazon's overall revenue. $AMZN https://t.co/9rvbkBDd2F Advertising Cloud Computing & Seller Services now account for 50% of Amazon's overall revenue. $AMZN https://t.co/9rvbkBDd2F" [X Link](https://x.com/dcurras1/status/1858560571659968623) 2024-11-18T17:19Z [---] followers, [---] engagements "$ADYEY $ADYEN Great notes with mgmt comments 👇 ➕ Here's a technical chart to cheer up LT investors [--] iH&S on the weekly + a new potential iH&S on the daily [--] Price at key support level + MACD positive divergence above zero line Just a matter of time for it to gain traction There is a lot to like about $adyen Value Prop - War on💰and ever increasing complexity of dealing with many different payment providers many of which local. Optimal payment routing to minimise merchant costs and maximise authorisation rates. - Capital Light Business We aim to https://t.co/xQf2jKP6Nu There is a lot to like" [X Link](https://x.com/dcurras1/status/1858922731053674914) 2024-11-19T17:18Z [---] followers, [---] engagements "$ASML When investing in cyclical businesses price swings in both direction are usually overextended. Best thing is to keep a long-term perspective if you believe in the secular tailwinds. Short term chart looks ugly but there's a ➕ MACD divergence as selloff dries up 👇" [X Link](https://x.com/dcurras1/status/1858925504793092554) 2024-11-19T17:29Z [---] followers, [---] engagements "$GOOG $GOOGL As DOJ lawsuit uncertainty clears out and news keep coming out this will resume higher past 200$. Watch 👀" [X Link](https://x.com/dcurras1/status/1858944389508194561) 2024-11-19T18:44Z [---] followers, [--] engagements "$TDG Excellent read 👀 How bolts are manufactured and why the may not be as expensive as it seems. Fun fact; In the outskirts of Portland is a nice little shop in an anonymous industrial park. You walk in to a little foyer with a folding card table and [--] thick vacuum sealed Mylar bags each about 1' long and 4" in diameter. They are sitting on top of about [--] pages of Fun fact; In the outskirts of Portland is a nice little shop in an anonymous industrial park. You walk in to a little foyer with a folding card table and [--] thick vacuum sealed Mylar bags each about 1' long and 4" in diameter." [X Link](https://x.com/dcurras1/status/1861061500300829139) 2024-11-25T14:56Z [---] followers, [---] engagements "$CPRT Thick 👀" [X Link](https://x.com/dcurras1/status/1861107096617357581) 2024-11-25T17:58Z [---] followers, [--] engagements "Great Q1 [----] analysis of Copart $CPRT earnings 👇 Copart's recent results + new insights on the time it takes for new safety tech to fully penetrate the auto fleet $CPRT https://t.co/bjK0PAHhbY Copart's recent results + new insights on the time it takes for new safety tech to fully penetrate the auto fleet $CPRT https://t.co/bjK0PAHhbY" [X Link](https://x.com/dcurras1/status/1861111003737448881) 2024-11-25T18:13Z [---] followers, [---] engagements "$CRWD Will be interesting to see how it develops short term. ➕ Imminent Golden cross down gap from July shenanigans completely filled dips have been bought on volume. ➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates" [X Link](https://x.com/dcurras1/status/1861745648921399390) 2024-11-27T12:15Z [---] followers, [--] engagements "$ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you" [X Link](https://x.com/dcurras1/status/1862118132438929856) 2024-11-28T12:55Z [---] followers, [---] engagements "Recently wrote a second edition of my Hidden Gems series where I discover two under-the-radar small-mid caps. One of them is the not well-known "father" of $ASML. Feel free to check it out on my Expanse Stocks blog 👇🏼 Happy thanksgiving to everyone" [X Link](https://x.com/dcurras1/status/1862194553756713225) 2024-11-28T17:59Z [---] followers, [---] engagements "$NTDOY Doing it 👀 this and $TTWO are gold going into next year. $NTDOY Nintendo trying to break out and start a new bullish cycle before the Switch [--] release date 👀 https://t.co/T92TQvka1c $NTDOY Nintendo trying to break out and start a new bullish cycle before the Switch [--] release date 👀 https://t.co/T92TQvka1c" [X Link](https://x.com/dcurras1/status/1862524099232256285) 2024-11-29T15:48Z [---] followers, [---] engagements "$NET When not if it clears out the 110s level it's going straight to 130s. After that look up. Stage [--] in full effect. Talked about this on September at my Cloudflare's deep dive at Expanse Stocks" [X Link](https://x.com/dcurras1/status/1863670459062943882) 2024-12-02T19:43Z [---] followers, [---] engagements "$MELI Brazil shenanigans: lower income & consumer confidence + inflation concerns. Not great ST but I am here for the LT. [--] Diversified across LATAM [--] ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China [--] TAM of 500m people & GDP of $5tn" [X Link](https://x.com/dcurras1/status/1863688018701250890) 2024-12-02T20:53Z [---] followers, [---] engagements "$ASML Don't blink twice 😉 $ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you. https://t.co/DBuR38UNY2 $ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you." [X Link](https://x.com/dcurras1/status/1863692985109549499) 2024-12-02T21:13Z [---] followers, [---] engagements "SentinelOne $S is one of my "risky" picks on my Monthly Specials article for December. Feel free to take a look at my Expanse Stock blog. Link on my profile" [X Link](https://x.com/dcurras1/status/1863991677695746091) 2024-12-03T17:00Z [---] followers, [---] engagements "$AMZN in the AI race. Less noisy than $MSFT and $GOOG usually a good sign 👇 Investors have underestimated $AMZN's AI strategy with the narrative that $AMZN is behind in AI. Now this narrative is proving out to be wrong and the stock is getting rerated as: - $AMZN now has a significant stake in Anthropic (the number [--] LLM provider right now) and AWS Investors have underestimated $AMZN's AI strategy with the narrative that $AMZN is behind in AI. Now this narrative is proving out to be wrong and the stock is getting rerated as: - $AMZN now has a significant stake in Anthropic (the number [--] LLM" [X Link](https://x.com/dcurras1/status/1864354916875055475) 2024-12-04T17:03Z [---] followers, [---] engagements "$SNPS Great ER snapshot 👇🏼 Synopsys $SNPS had a beat-beat with record earnings but Wall Street couldnt figure out the guide where there was an extra work week in Q124 that won't be there in Q125. Itll likely get figured out tomorrow when the real investor notes are published. I appreciated the design https://t.co/ItUxLs70iI Synopsys $SNPS had a beat-beat with record earnings but Wall Street couldnt figure out the guide where there was an extra work week in Q124 that won't be there in Q125. Itll likely get figured out tomorrow when the real investor notes are published. I appreciated the" [X Link](https://x.com/dcurras1/status/1864569380081651955) 2024-12-05T07:15Z [---] followers, [---] engagements "$SNPS On the conservative FY25 outlook from the CC transcript" [X Link](https://x.com/dcurras1/status/1864583926489997443) 2024-12-05T08:13Z [---] followers, [---] engagements "Uncanny 👉👈 $ADBE $CRM $ADBE giving me $CRM vibes https://t.co/KKZ5tzVipl $ADBE giving me $CRM vibes https://t.co/KKZ5tzVipl" [X Link](https://x.com/dcurras1/status/1865497359796359638) 2024-12-07T20:43Z [---] followers, [--] engagements "$DSGX $MANH Two high quality SaaS in logistics supply chain inventories mgmt. Sold DSG for +4% not long ago under $100. bad decision. Watching both closely for Redemption 👀" [X Link](https://x.com/dcurras1/status/1865536950947504539) 2024-12-07T23:20Z [---] followers, [--] engagements "End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial position and whether our strategies are working or not. I discuss [--] methods for calculating returns and why #investing is personal. Link on my Profile" [X Link](https://x.com/dcurras1/status/1866459699778105346) 2024-12-10T12:27Z [---] followers, [---] engagements "$GOOG $GOOGL So google unveiling its quantum computing chip and telling us we probably living in a multiverse Smart PR long time no see 👌 I am being Willow-pilled. $GOOGL Google just casually threw into their release that it proves were likely living in a multiverse. https://t.co/ijtDeCtBBN I am being Willow-pilled. $GOOGL Google just casually threw into their release that it proves were likely living in a multiverse. https://t.co/ijtDeCtBBN" [X Link](https://x.com/dcurras1/status/1866471203868922027) 2024-12-10T13:13Z [---] followers, [---] engagements "$SPY $QQQ Discover three methods for tracking your portfolio Performance and some thougths about why investing is personal. At my Expanse Stocks blog. Link on profile. End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial position and whether our strategies are working or not. I discuss [--] methods for calculating returns and why #investing is personal. Link on my Profile. https://t.co/inaPOH5ygJ End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial" [X Link](https://x.com/dcurras1/status/1866556407832592873) 2024-12-10T18:51Z [---] followers, [---] engagements "$MEDP Volatile but not looking bad at all 👀" [X Link](https://x.com/dcurras1/status/1866821926100119821) 2024-12-11T12:26Z [---] followers, [--] engagements "$IONQ $GOOG Pichai giving the 🖕🏼 and disrupting disruptors" [X Link](https://x.com/dcurras1/status/1866903460412788883) 2024-12-11T17:50Z [---] followers, [---] engagements "$ADBE ER today few seem to care. Watching closely 👀" [X Link](https://x.com/dcurras1/status/1866920476284686425) 2024-12-11T18:58Z [---] followers, [---] engagements "$MPWR Ongoing bottoming process. Still an opportunity IMO. Will share my MPS deep dive tomorrow "free to read" at my Expanse Stocks blog. Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it categorically. High quality semi name in the power management chip market with a moat. https://t.co/ysA3IXLOkU Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it" [X Link](https://x.com/dcurras1/status/1866950748249919693) 2024-12-11T20:58Z [---] followers, [--] engagements "$ADBE At first glance good Q: ➕ on bottom line Net New ARR and RPO growth. ➖ Light on revs guide next Q & sandbagging FY25. Not expecting major break outs from the stock multi-year base. Will listen to the CC and take some notes. I Will share on my blog tomorrow. $ADBE Adobe Q4 Earnings Highlights: 🔹 Revenue: $5.61B (Est. $5.54B) 🟢; +11% YoY 🔹 Adjusted EPS: $4.81 (Est. $4.67) 🟢; +12.6% YoY 🔹 RPO: $20B; +16% YoY FY25 Guidance: 🔹 Revenue: $23.3B-$23.55B (Est. $23.78B) 🔴 🔹 Adjusted EPS: $20.20-$20.50 (Est. $20.52) 🔴 Q1 Outlook: $ADBE Adobe Q4 Earnings Highlights: 🔹 Revenue: $5.61B" [X Link](https://x.com/dcurras1/status/1866959841803243684) 2024-12-11T21:34Z [---] followers, [---] engagements "$NTDOY Interesting read 👇 Nintendo filing a new patent for its joystick technology that improves gaming experience creating some real time physics feedback in-game. Nintendo Just Filed an the most incredible Patent If this Makes it into Switch [--] we won Here is a breakdown in plain English of what this patent is. What's the Deal Controller Magic: Imagine a controller where the joystick (or stick) doesn't just move; it feels different https://t.co/wozA2LqwGt Nintendo Just Filed an the most incredible Patent If this Makes it into Switch [--] we won Here is a breakdown in plain English of what this" [X Link](https://x.com/dcurras1/status/1867189700316016944) 2024-12-12T12:48Z [---] followers, [---] engagements "My deep dive on $MPWR is ready. Here are the topics I cover 👇 Feel free to read it at Expanse Stocks. Link's on profile" [X Link](https://x.com/dcurras1/status/1867233571015987597) 2024-12-12T15:42Z [---] followers, [----] engagements "Not holding key level so far $ADBE $ADBE 👀 https://t.co/48f7po9yww $ADBE 👀 https://t.co/48f7po9yww" [X Link](https://x.com/dcurras1/status/1867291350540202084) 2024-12-12T19:32Z [---] followers, [---] engagements "$AVGO Those EPS and margins and that AI growth 👀 not bad if you ask me. $AVGO Broadcom Q4'24 Earnings Highlights 🔹 Adjusted EPS: $1.42 (Est. $1.39) 🟢 🔹 Adjusted Revenue: $14.05B (Est. $14.08B) 🟡; UP +51% YoY 🔸 AI Revenue: $12.2B for FY24; UP +220% YoY Q1 Guidance: 🔹 Revenue: $14.6B (Est. $14.55B) 🟡; UP +22% YoY 🔹 Adjusted EBITDA: 66% of $AVGO Broadcom Q4'24 Earnings Highlights 🔹 Adjusted EPS: $1.42 (Est. $1.39) 🟢 🔹 Adjusted Revenue: $14.05B (Est. $14.08B) 🟡; UP +51% YoY 🔸 AI Revenue: $12.2B for FY24; UP +220% YoY Q1 Guidance: 🔹 Revenue: $14.6B (Est. $14.55B) 🟡; UP +22% YoY 🔹" [X Link](https://x.com/dcurras1/status/1867320413698896059) 2024-12-12T21:27Z [---] followers, [---] engagements "$SPY Nice take on PPI numbers released this week 👌🏽 PPI. The numbers are the weirdest but I think it confirms what I've been saying I"m seeing listening to the companies aka Reverse Economy of Scale. Let me demonstrate what I mean: The Headline was [---] vs [---] First PPI was driven entirely by Goods (0.7) NOT Services (0.2). https://t.co/6h0xOVQeRP PPI. The numbers are the weirdest but I think it confirms what I've been saying I"m seeing listening to the companies aka Reverse Economy of Scale. Let me demonstrate what I mean: The Headline was [---] vs [---] First PPI was driven entirely by Goods" [X Link](https://x.com/dcurras1/status/1867625781289267430) 2024-12-13T17:40Z [---] followers, [---] engagements "$SPY $QQQ Funny to see ANALysts piling up with upgrades on names that for X reason (or none) are breaking up. 🐑 mentality at its finest 👌🏽" [X Link](https://x.com/dcurras1/status/1867665672790323302) 2024-12-13T20:19Z [---] followers, [--] engagements "$DDOG It needed a pause indeed. Now this level is key needs to hold for a continuation higher towards 200$ after some consolidation. Let's see 👀 $DDOG May need a pause here. Ideally sideways action around $150s before going higher. https://t.co/bam8hM8CHi $DDOG May need a pause here. Ideally sideways action around $150s before going higher. https://t.co/bam8hM8CHi" [X Link](https://x.com/dcurras1/status/1867969118391128183) 2024-12-14T16:25Z [---] followers, [--] engagements "Doing some research on "real" moaty software business. Not as easy to find as it seems. Sone of them: $MANH $GWRE $SNPS Will write about these and some more on a coming article next year (January) at my Expanse stocks blog (link's on profile)" [X Link](https://x.com/dcurras1/status/1868278662836973654) 2024-12-15T12:55Z [---] followers, [---] engagements "$BN Nice 👀👇🏼 Bruce Flatt has run Brookfield for [--] years. He build it into a world class business with $1 Trillion in AUM. Every quarter he shares a letter with his insights. Ive compiled some of my favourite moments below: 🧵👇🏽 (Bookmark & come back later. Worth it) $BN $BAM https://t.co/LsNkkwe5V4 Bruce Flatt has run Brookfield for [--] years. He build it into a world class business with $1 Trillion in AUM. Every quarter he shares a letter with his insights. Ive compiled some of my favourite moments below: 🧵👇🏽 (Bookmark & come back later. Worth it) $BN $BAM https://t.co/LsNkkwe5V4" [X Link](https://x.com/dcurras1/status/1868434308463284466) 2024-12-15T23:13Z [---] followers, [---] engagements "$BN Great review 👇🏼 1/ I've been diving deep into Brookfield Corporation $BN lately and I'm impressed. Here's why it's worth a closer look for investors. 🧵 https://t.co/980XFlOlVH 1/ I've been diving deep into Brookfield Corporation $BN lately and I'm impressed. Here's why it's worth a closer look for investors. 🧵 https://t.co/980XFlOlVH" [X Link](https://x.com/dcurras1/status/1868435049844199919) 2024-12-15T23:16Z [---] followers, [--] engagements "Another great take $BN $BAM $BN 1/ Thread: Key takeaways from Brookfield CEO Bruce Flatt's recent fireside chat 🧵 https://t.co/QezAEC6aYz $BAM $BN 1/ Thread: Key takeaways from Brookfield CEO Bruce Flatt's recent fireside chat 🧵 https://t.co/QezAEC6aYz" [X Link](https://x.com/dcurras1/status/1868437470578389114) 2024-12-15T23:26Z [---] followers, [--] engagements "Cloudflare - $NET Stifel upgrade from Buy from Hold increased the price target to$136 from $95" [X Link](https://x.com/dcurras1/status/1868992349566910739) 2024-12-17T12:11Z [---] followers, [---] engagements "$MELI Reminding me a bit of how AMZN struggled to breakout out past previous [----] ATH. It will come eventually IMO but it will be bumpy and messy not straight forward" [X Link](https://x.com/dcurras1/status/1868996139737137527) 2024-12-17T12:26Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@dcurras1 Nikotes
Nikotes posts on X about stocks, $csu, asml, $asml the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
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- [--] Year [---] +322%
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Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries currencies luxury brands fashion brands social networks gaming
Social topic influence stocks #2214, $csu, asml, $asml, $csuto, ai, $googl, $amzn, $goog, $cdns #22
Top accounts mentioned or mentioned by @kairospraxis @renesellmann @invesquotes @ikkenospes @berkelkip @techfund1 @durablecreators @dcurras1 @joinyellowbrick @comptortoise @pharmdabbler @qualitystocksa @bradocapital @pythiar @nocapcap @xixmisaxix @adrivalue @arneulland @andrewdopaco1 @atelicinvest
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Cadence Design Systems Inc (CDNS) Medpace Holdings, Inc. Common Stock (MEDP) MercadoLibre Inc (MELI) Heima (HEI) Arista Networks Inc (ANET) Intuitive Surgical, Inc. (ISRG) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) HEICO CORP CL A (HEI.A) Danaher Corporation (DHR) Cloudflare, Inc. (NET) Synopsys, Inc. (SNPS) SPDR S&P [---] ETF Trust (SPY) Parsons Corporation (PSN) Palantir Technologies Inc. (PLTR) Taiwan Semiconductor (TSM) Clearwater Analytics Holdings, Inc. (CWAN) Copart, Inc. (CPRT) Novo-Nordisk (NVO) KLA Corp (KLAC) Lam Research Corporation (LRCX) Now Coin (NOW) Datadog Inc (DDOG) Monolithic Power Systems, Inc. (MPWR) Brookfield Corporation (BN) Repligen, Corp. (RGEN) S&P Global Inc (SPGI) Assemble Protocol (ASM) GUIDEWIRE SOFTWARE, INC. (GWRE) Interactive Brokers Group, Inc. (IBKR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@techfund1 Did you drop ASML Also seeing you have dropped your semi equipment plays for this year any specific reason Thanks"
X Link 2024-01-06T10:56Z [--] followers, [--] engagements
"@techfund1 Also forgot to ask you what do you see in AWE Looks like a niche semi play with some potential big competirors around it"
X Link 2024-01-07T20:19Z [--] followers, [--] engagements
"@CompTortoise Nice recurring revenues growth and cash flow. What do you think at these levels It's been consolidating for more than [--] years to digest its high valuation prospects still look very good IMO"
X Link 2024-07-17T10:28Z [---] followers, [--] engagements
"@CompTortoise Really enojoy the content you share @CompTortoise 😉 I got a doubt regarding CSU spin-offs by owning shares of the parent company CSU do you effectively own a part of the TOI business too Thanks in advance"
X Link 2024-09-07T17:33Z [---] followers, [---] engagements
"This is the new 'Expanse Stocks blog' by Nikotes. Coming soon: My two cents and my portfolio. Know more About me at 👇 https://expansestocks.substack.com/about https://expansestocks.substack.com/about"
X Link 2024-09-16T19:15Z [---] followers, [--] engagements
"Hello readers Just dropped my first blog post on my investing journey and my portfolio. If youre into high-quality growth stocks or swing trading I think youll enjoy what comes next. Would love for you to check it out 👇 https://expansestocks(.)substack(.)com/"
X Link 2024-09-18T16:20Z [---] followers, [---] engagements
"$CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and help boost their margins. Digesting and consolidating their high valuation before next leg higher. Weekly chart"
X Link 2024-09-19T15:51Z [---] followers, [---] engagements
"$NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart"
X Link 2024-09-19T16:01Z [---] followers, [---] engagements
"I'll be covering $NET $CPRT and $NOW in my next post on Expanse Stocks blending fundamentals with technical analysis. Link on my profile. Get ready and check it out👇 https://expansestocks(.)substack(.)com/"
X Link 2024-09-19T16:09Z [---] followers, [---] engagements
"$CPRT The moaty (still) underappreciated business with best-in-class ROI. Will be on my next blog post blending fundamental insights with technical analysis along with $NET and $NOW 🔗 $CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and help boost their margins. Digesting and consolidating their high valuation before next leg higher. Weekly chart. https://t.co/i8cIQBadrm $CPRT Some fear EVs ADAS and eventually autonomy will slowly kill them. I believe the opposite these innovations may unlock more value and"
X Link 2024-09-19T18:09Z [---] followers, [---] engagements
"$NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗 $NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart. https://t.co/Unmgc8UOMm $NET They say disruptors rarely live up to their potential. but I believe this one is something else. Not dead just digesting and gathering steam. Getting closer 👀. Weekly chart. https://t.co/Unmgc8UOMm"
X Link 2024-09-20T13:13Z [---] followers, [---] engagements
"$NET My blog post is getting ready and here is a glimpse of what I will share 🔗 [--] A detailed business overview with fun facts [--] Connecting Cloudflare's fundamentals to the stock technical signals [--] Full technical analysis chart for investors and traders"
X Link 2024-09-21T20:46Z [---] followers, [---] engagements
"Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com"
X Link 2024-09-23T16:17Z [---] followers, [---] engagements
"$NET My piece (free ride) on Cloudflare is published. And you know what they say. technicals lead fundamentals. Link on my profile. $NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗 $NET A disruptor making its way in the cloud infrastructure space. Will be on my next blog post at Expanse Stocks blending fundamental insights with technical analysis 🔼🔗"
X Link 2024-09-23T17:23Z [---] followers, [---] engagements
"$SNOW y out there. Glad to be out long ago. With SBC at 40% of annual revenue a little offering can't do any damage. https://www.stocktitan.net/news/SNOW/snowflake-announces-proposed-private-placement-of-2-0-billion-of-l6en8q5dnbu2.html https://www.stocktitan.net/news/SNOW/snowflake-announces-proposed-private-placement-of-2-0-billion-of-l6en8q5dnbu2.html"
X Link 2024-09-23T21:02Z [---] followers, [---] engagements
"$SPY Just what you want to see in a broadening bull market. This is how multi-year bull markets are built"
X Link 2024-09-23T22:57Z [---] followers, [--] engagements
"$PSN Parsons Corporation- This engineering and professional services company for cybersecurity intelligence and physical infrastructure is being rerated but few know about it. And still has some potential left 👟 Will be sharing a technical analysis tomorrow"
X Link 2024-09-23T23:15Z [---] followers, [---] engagements
"$PSN - Parsons While many focus on $PLTR at [--] P/FCF few recognize this 80-year-old company poised for growth in intelligence tech defense and infrastructure. Being rerated yet still attractive at [----] EV/EBITDA and [----] P/FCF. Will be on my blog soon🔗on profile"
X Link 2024-09-24T10:28Z [---] followers, [---] engagements
"Here is the link to my free ride piece on $NET If you like my content feel free to stick around I'll be sharing more like this. https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet"
X Link 2024-09-24T10:33Z [---] followers, [---] engagements
"$NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀"
X Link 2024-09-24T12:04Z [---] followers, [----] engagements
"$ZTS The opportunities ahead and new markets for this🧠 pharmaceutical with pricing power and a moat in intangible assets (Patents Brand Scale)"
X Link 2024-09-24T18:01Z [---] followers, [--] engagements
"If you missed my article on Cloudflare here is a preview of a good looking chart I share. Here is the link to my "free ride" piece on $NET if you like it feel free to stick around for more content like this: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx"
X Link 2024-09-25T10:45Z [---] followers, [---] engagements
"$OTIS China news bode well for this "boring" elevator manufacturer with increasing recurring revenues from maintenance and related services. Building that new base within this cup and handle pattern above its rising w/ 50MA. Looking pretty good to me if you ask me 👀"
X Link 2024-09-25T10:57Z [---] followers, [--] engagements
"$PLTR "Technicals lead fundamentals" or so they say"
X Link 2024-09-25T11:08Z [---] followers, [--] engagements
"$MEDP Jefferies downgrade - potential opportunity for the long term IMO"
X Link 2024-09-25T15:00Z [---] followers, [---] engagements
"Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: $OTIS $NET $ZTS https://expansestocks.substack.com https://expansestocks.substack.com"
X Link 2024-09-26T14:58Z [---] followers, [---] engagements
"$NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though"
X Link 2024-09-26T18:21Z [---] followers, [---] engagements
"$NET DOCN at $4B MC so $6B-$8B bid minimum Not sure what to make of it with NET having $1.7B in cash. It can give inorganic growth & opportunity to capitalize in AI inference/training with huge SMB customer base. I think NET still too small & has long organic growth runaway. $NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though. $NET Rumour to acquire $DOCN Not expecting this 🤔 they wanna go after hyperscalers with this move or what It takes big 🥎 🥎 I dont buy it though"
X Link 2024-09-26T19:21Z [---] followers, [---] engagements
"Resharing a few monthly picks for October on my new blog post (link on my profile too) to make things intersting based on their weekly technical setups and other market & fundamentals driven insigths that can make them move. $NET $CPRT $ZTS Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This month Ive handpicked 3"
X Link 2024-09-26T21:01Z [---] followers, [---] engagements
"$GOOG Some still calling AI Hype like those NFT Apes right $GOOGL 1/7 Exciting news from @Google_DeepMind Their AI method AlphaChip has just revolutionized computer chip design. It's now being used in Google's Tensor Processing Units (TPUs) and beyond. Here are the details: 🧵THREAD $GOOGL 1/7 Exciting news from @Google_DeepMind Their AI method AlphaChip has just revolutionized computer chip design. It's now being used in Google's Tensor Processing Units (TPUs) and beyond. Here are the details: 🧵THREAD"
X Link 2024-09-26T22:41Z [---] followers, [---] engagements
"$ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon"
X Link 2024-09-27T13:11Z [---] followers, [---] engagements
"$MEDP Support levels and a wedge. $MEDP Jefferies downgrade - potential opportunity for the long term IMO. https://t.co/7PXwQBgocO $MEDP Jefferies downgrade - potential opportunity for the long term IMO. https://t.co/7PXwQBgocO"
X Link 2024-09-27T14:54Z [---] followers, [--] engagements
"$NVO Not a good look indeed. $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1 $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1"
X Link 2024-09-27T15:48Z [---] followers, [---] engagements
"$SPOT $META These two have shut so many mouths mine too 😶"
X Link 2024-09-27T22:44Z [---] followers, [--] engagements
"Coming back from Iceland amazing country with mesmerizing nature and a touch of cold. Very bullish"
X Link 2024-10-06T00:05Z [---] followers, [--] engagements
"$MELI So ANALyst saying a 🧠 company with reinvestments plans to grow its business and offerings and expand its already moaty footprint in LATAM for long-term Gains 👀 I'd say: "Deal gimme more" if you are an investor 👌🏽 JPMorgan Downgrades $MELI to Neutral from Overweight with PT of $2400 Analyst Comments: "We rate MercadoLibre as a Neutral. On one side the company has a very promising long-term outlook with LatAm e-commerce still being very underpenetrated advertising growth having the JPMorgan Downgrades $MELI to Neutral from Overweight with PT of $2400 Analyst Comments: "We rate"
X Link 2024-10-06T12:27Z [---] followers, [--] engagements
"$ISRG Still looking good but losing steam. One to 👀 if the opportunity arises for a long term investment. $ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon. https://t.co/38srFfDSoW $ISRG When beasts keep beasting and won't let you in. Great robotics medtech with a strong moat 🧠 Step by step losing some momentum though; may be time for a longer rest soon. https://t.co/38srFfDSoW"
X Link 2024-10-06T12:48Z [---] followers, [---] engagements
"$NET This getting ready as f**k as they keep 🐑 shaking that tree. One of my picks in my Monthly picks" blog post 👇🏼 $OTIS $ZTS Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for"
X Link 2024-10-06T12:51Z [---] followers, [---] engagements
"$GOOG I tried this new Google's AI infused experiment for creators: Still slow and buggy. Gives some inaccurate and useless answers but I like where this AI use cases are going 👌 https://notebooklm.google https://notebooklm.google"
X Link 2024-10-06T18:00Z [---] followers, [--] engagements
"If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 Just published my free read "Monthly Picks" post. This month Ive handpicked [--] stocks (growth and quality) blending fundamentals qualitative insights and technical setups. Check them here for October opportunities: https://t.co/SZFyk17Gal $OTIS $NET $ZTS https://t.co/2qwIykBvr2 Just published my free read "Monthly Picks" post. This"
X Link 2024-10-07T17:37Z [---] followers, [---] engagements
"If you like my October "Monthly picks" blog posts (link in my profile) and you are looking for a more "in-depth" analysis here is one I did on Cloudflare $NET a few weeks ago 👇 Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative"
X Link 2024-10-07T18:17Z [---] followers, [--] engagements
"Constellation Software - $CSU $CSU.TO Leaving aside fundamentals this ascending triangle chart pattern looks pretty bullish to me 👀 Steady and onwards no fuss - brought to you by Sir Marc Leonard"
X Link 2024-10-08T12:02Z [---] followers, [---] engagements
"That sneaky Waymo potential 👀 Autonomous vehicles battleground getting really interesting between these: $TSLA $GOOG $UBER NEWS: Daniel Ho Teslas former head of vehicle programs and new product integration announced he has joined Waymo as Program Director. Source: https://t.co/SeQHONLRkT https://t.co/9AMbApjw2Q NEWS: Daniel Ho Teslas former head of vehicle programs and new product integration announced he has joined Waymo as Program Director. Source: https://t.co/SeQHONLRkT https://t.co/9AMbApjw2Q"
X Link 2024-10-08T12:43Z [---] followers, [---] engagements
"$SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat"
X Link 2024-10-08T17:06Z [---] followers, [---] engagements
"$CPRT One of my monthly specials on my last blog post doing its thing today 👀 Chdck it out 👇🏼 (link on my profile too) and if you like my posts SUBSCRIBE FOR FREE ✔ If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 https://t.co/tuD3wwGsHO If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final)"
X Link 2024-10-08T17:41Z [---] followers, [--] engagements
"$CPRT $NET $OTIS The ideas were out. so don't look at me look at my latest Monthly specials blog posts for October😉 👇 If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout companies: $NTDOY and $CPRT. Want to know why I picked them Check it out 👀 https://t.co/tuD3wwGsHO If you missed the first part of my "Monthly Picks" article for October on my wesbite (🔗below and in my profile) here is the second (and final) part. This time Im featuring two standout"
X Link 2024-10-09T15:11Z [---] followers, [---] engagements
"$GOOG $GOOGL Government + Free markets never a good combo 😑"
X Link 2024-10-09T15:12Z [---] followers, [--] engagements
"$MELI Beauty of a chart beauty of a business 👀👌"
X Link 2024-10-09T15:22Z [---] followers, [---] engagements
"$ADBE Not the same businesses by any means but ADBE chart kind of reminds of $TSLA and $MELI 's with a lag. All of them were/are within long consolidations cycles and been accumulated among "worries". All of them incumbent leaders on their respective markets"
X Link 2024-10-09T15:34Z [---] followers, [---] engagements
"$SNOW How good a 26.4% FCF margin is when you have SBC to Revenue of 40% and Operating margins of stalling at -40%. In other words Uninvestable. That cheeky Snowman got you there"
X Link 2024-10-09T17:05Z [---] followers, [--] engagements
"$PLTR Maybe time for a break at [--] EV/S (NTM) and [---] EV/FCF (NTM) don't you think 😉"
X Link 2024-10-09T17:16Z [---] followers, [--] engagements
"$NET You were advised first here 👇 now it's running. Investing and attracting great new talent for their GTM strategy is what you want to see to cement long-term success. Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative"
X Link 2024-10-10T16:20Z [---] followers, [---] engagements
"$MEDP Earnings coming soon & we will know more about those cancellations if they persist or not. Stock is trying to break out from that falling wedge after retesting that 320$ support level. Still early with a falling d/ 50MA and death cross chart may take time to repair"
X Link 2024-10-10T16:42Z [---] followers, [---] engagements
"$VRTX Straight up since that retest at the bottom of the falling wedge but testing its d/ 50MA now. I think it may need to more time to consolidate inside that wedge 👀"
X Link 2024-10-10T16:51Z [---] followers, [--] engagements
"$SNPS Not bad at all. Starting to repair itself. $SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat. https://t.co/Ckl6Grgvti $SNPS Slapped down consistently by its daily 50MA since it broke down from its uptrend channel but it's trying again 👀 Best-in-class vertical software (EDA tools IP & systems verifications) with a moat. https://t.co/Ckl6Grgvti"
X Link 2024-10-10T17:04Z [---] followers, [--] engagements
"$ANET No words for this beast 😶 Getting frothy but this is what happens when you are featuring a 50% ROIC expanding your margins and being the leading networking provider for the big AI players for the foreseeable future"
X Link 2024-10-14T17:01Z [---] followers, [---] engagements
"I've noticed this stock ticker deprioritization in the platform and it's really a shame given its big fintwit community. Searching stocks is getting silly. Few examples $DE $V $MA $NET"
X Link 2024-10-14T21:36Z [---] followers, [---] engagements
"Medpace - $MEDP Notes by HCM 👀 $MEDP - HCM remains bullish "Top Detractor: Medpace (MEDP) -19%. Medpace declined during the quarter as bookings growth decelerated and concern around increasing clinical trial cancellations accelerated during the quarter. The reality is that Medpaces clinical trial business $MEDP - HCM remains bullish "Top Detractor: Medpace (MEDP) -19%. Medpace declined during the quarter as bookings growth decelerated and concern around increasing clinical trial cancellations accelerated during the quarter. The reality is that Medpaces clinical trial business"
X Link 2024-10-15T14:06Z [---] followers, [---] engagements
"$ASML Projecting $32.5B FY25 sales vs est. $36B. INTC (specially with their f*ck ups) Samsung maybe TMC taking their time it will eventually come IMO. So short term pain long term gains"
X Link 2024-10-15T14:50Z [---] followers, [----] engagements
"Exactly. AND I suspect $TSM is also pushing their orders for $ASML equipment to put some pressure on pricing now that $INTC and Samsung competition is faltering as they work trough their internal issues. $ASML disappointing results 😱 - Q3 bookings of 2.63B (vs. est. of 5.39B) - '25 sales at 30-35B (vs. est. of 35.94B) What's going on [--]. "competitive foundry dynamic" aka $INTC cut capex [--]. "Limited capacity additions in memory" aka $MU & SK Hynix are converting https://t.co/HkmCiPMFCJ $ASML disappointing results 😱 - Q3 bookings of 2.63B (vs. est. of 5.39B) - '25 sales at 30-35B (vs. est. of"
X Link 2024-10-15T15:52Z [---] followers, [---] engagements
"$ASML Video release by Mgmt: Q3 ER [----] & Beyond: [--] Slower Logic and mem recovery (ex. AI) INTC and Samsung delaying orders [--] Demand is there but wrong timing for FY25 revs now at $32.5B and 52% GM [--] LT secular trend intact [----] outlook unchanged https://www.asml.com/en/investors/financial-results/q3-2024-572fba47762609d4 https://www.asml.com/en/investors/financial-results/q3-2024-572fba47762609d4"
X Link 2024-10-15T17:05Z [---] followers, [---] engagements
"LVMH - $LVMH $MC Not a good Q by any means but we may be close to the bottom of this cycle within a secular bullish cycle for the luxury industry. Sometimes a few LT support lines are enough to assess risk with [---] level holding and MACD trying to bottom. Weekly view 👇"
X Link 2024-10-16T09:58Z [---] followers, [---] engagements
"ASM International - $ASM Sold down in sympathy with $ASML. Focused on a different part of the intricate chip manufacturing process with their Atomic Layer deposition Tech. Growth for next 5Y expected to be around +15% revs and +25% EPS. Interesting to say the least"
X Link 2024-10-16T19:47Z [---] followers, [---] engagements
"$AMZN The Wall"
X Link 2024-10-17T15:08Z [---] followers, [---] engagements
"$ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The positives and the worrying from Investors call [--] Technical Chart Analysis post ER reaction [--] Final Thoughts and whether this is an opportunity or not"
X Link 2024-10-18T12:42Z [---] followers, [---] engagements
"$HUBS About Hubspot Culture 👇🏼 Really liked these two points on building a great culture from @bhalligan: [--]. Company over team over self [--]. Culture is your second product https://t.co/rM9Sy5oI5F Really liked these two points on building a great culture from @bhalligan: [--]. Company over team over self [--]. Culture is your second product https://t.co/rM9Sy5oI5F"
X Link 2024-10-19T22:26Z [---] followers, [--] engagements
"@TMTMoats Thanks for sharing. Here is my take on $ASML earnings: https://expansestocks.substack.com/p/asml-q3-2024 https://expansestocks.substack.com/p/asml-q3-2024"
X Link 2024-10-19T22:36Z [---] followers, [---] engagements
"$ADBE $DSGX $CWAN . Among other interesting RBC top picks for [----] 👇🏼 RBC Top Ideas Into [----] $ADBE $CRWD $GTLB https://t.co/zkZ0MwHcbK RBC Top Ideas Into [----] $ADBE $CRWD $GTLB https://t.co/zkZ0MwHcbK"
X Link 2024-10-19T22:49Z [---] followers, [---] engagements
"Intuitive Surgical - $ISRG Bank of America take 👇🏼 IMO Impressive on all metrics yes. But very extended short term. Long term a beast playing a very lucrative game on its own"
X Link 2024-10-20T11:20Z [---] followers, [---] engagements
"$MEDP Will take a closer look at their report and listen to their Call. Will publish the ER review digest tomorrow at my Expanse Stocks blog. Link on profile. $MEDP [----] Q3 Earnings - Revenue: $533.3M - EPS: $3.01 vs $2.77 expected [----] Guidance: - Revenue: Decreased to $2.09B-$2.13B from $2.125-$2.175B - GAAP net income: Increased to $376M-$388M from $361M-$383M - EBITDA: Increased to $450M-$470M from $430M-$460M Previous https://t.co/RYNOGaCpYp $MEDP [----] Q3 Earnings - Revenue: $533.3M - EPS: $3.01 vs $2.77 expected [----] Guidance: - Revenue: Decreased to $2.09B-$2.13B from $2.125-$2.175B -"
X Link 2024-10-21T21:13Z [---] followers, [---] engagements
"Medpace - $MEDP Interesting ER 👀 ➕ Solid bottom line and cash flows Decent backlog +8.8% ➖ Light revs growth net new biz -12.7% (already telegraphed las Q though) book-to-bill at 1x Will read CC transcript tomorrow and publish ER review at my blog. Link on profile"
X Link 2024-10-21T22:37Z [---] followers, [---] engagements
"$DHR Getting closer to the end of this downturn cycle in their end-market showing signs of perking up . [----] looking primed for a comeback 👀 Will need to read the CC transcript for more signs. $DHR Danaher Q3'24 Earnings Highlights: 🔹 Adj EPS: $1.71 (Est. $1.57) 🟢 🔹 Revenue: $5.80B (Est. $5.59B) 🟢; UP +3% YoY 🔹 Net Cash Provided by Operating Activities: $1.5B (Est. $1.27B) 🟢 🔹 Non-GAAP Free Cash Flow: $1.2B 🔹 Operating Profit: $958M Guidance: 🔹 For $DHR Danaher Q3'24 Earnings Highlights: 🔹 Adj EPS: $1.71 (Est. $1.57) 🟢 🔹 Revenue: $5.80B (Est. $5.59B) 🟢; UP +3% YoY 🔹 Net Cash"
X Link 2024-10-22T11:28Z [---] followers, [---] engagements
"Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] Main takes from Conference call (finished 1h ago) [--] Technical Chart Analysis [--] Thoughts & whether this is an opportunity or not"
X Link 2024-10-22T15:15Z [---] followers, [---] engagements
"You can access directly the link of my $MEDP earnings take here: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024"
X Link 2024-10-22T15:17Z [---] followers, [--] engagements
"@PharmDabbler Nice take I mostly agree with it 👌 Just published my $MEDP earnings take with conference call notes at my blog: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024"
X Link 2024-10-22T15:18Z [---] followers, [---] engagements
"@Quality_stocksA Nice take 👌🏽 I go deeper in my $MEDP earnings digest after listening to their Conference call. Here is the link to my Expanse Stocks blog post: https://expansestocks.substack.com/p/medpace-q3-2024 https://expansestocks.substack.com/p/medpace-q3-2024"
X Link 2024-10-22T15:58Z [---] followers, [--] engagements
"Snowflake - $SNOW SBC at 40% of revenue -40% operating margin not improving since. Databricks Big Tech eating their lunch. That cheeky Snowman"
X Link 2024-10-22T16:59Z [---] followers, [---] engagements
"You have access to my $MEDP earnings digest take published in my blog here: https://expansestocks.substack.com/p/medpace-q3-2024 Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] Main takes from Conference call (finished 1h ago) [--] Technical Chart Analysis [--] Thoughts & whether this is an opportunity or not https://t.co/rWvUtDQeQL https://expansestocks.substack.com/p/medpace-q3-2024 Medpace - $MEDP Just published my ER review at my Expanse Stocks blog (🔗 on profile). I go over: [--] Numbers for this Q and outlook 2"
X Link 2024-10-22T19:19Z [---] followers, [---] engagements
"Danaher - $DHR Takes from ER and CC🧵 1/ Revs: +0.5% EPS: flat Y/Y FCF: $1.2B in Q3 $3.8B YTD 135% cash conversion 2/ Biotech segment - Bioprocessing bouncing back high single-digit growth - Big Biopharma doing well small ones still cautious - China Still struggling"
X Link 2024-10-22T20:08Z [---] followers, [---] engagements
"Danaher - $DHR Noted down some takes and thoughts from their earnings conference call at my Expanse Stocks blog. Feel free to read them: https://expansestocks.substack.com/p/danaher-conference-call-takes-q3 https://expansestocks.substack.com/p/danaher-conference-call-takes-q3"
X Link 2024-10-23T10:38Z [---] followers, [---] engagements
"@QualityInvest5 Danaher $DHR Arista Networks $ANET Constellation Software $CSU Intuitive Surgical $ISRG To name a few. Some are currently but in the long run you know what they may probably do😉"
X Link 2024-10-23T10:56Z [---] followers, [---] engagements
"$ADBE If you believe they are not getting out of business here is an interesting spot 😉 [--] Retesting weekly 200MA [--] Close to the bottom of its consolidation channel"
X Link 2024-10-23T16:00Z [---] followers, [---] engagements
"$NVO If it does not hold here more pain it is. May test next support level at low $100s coinciding with its weekly 100MA. $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its d/200MA you pay more attention 👀 https://t.co/Nv4PRt9vj1 $NVO Concerns about increased competition despite a superior distribution pressures on drug pricing cuts etc. When the chart looks like a potential "playbook" H&S and price is on the brink to break down its"
X Link 2024-10-23T16:10Z [---] followers, [--] engagements
"@BeuvingJordy Market believing the "postponed growth to 2025" story so far. Watching $ASM next week 👀"
X Link 2024-10-24T08:01Z [---] followers, [---] engagements
"ASM International - $ASM $BESI confirming "expected" delays from foundries. If market feels edgy next week & pulls out an $ASML Style reaction during ASM ER I am looking for a test of the 430-440 support level close to the w/ 150MA. This one likes to land there & rebound👀"
X Link 2024-10-24T08:28Z [---] followers, [---] engagements
"Cloudflare - $NET Did you know about the Lava Lamps Wall at their headquarters' lobby One of the traits of Cloudflare's creativity. Published a deep dive about them a few weeks ago. Feel free to read it & subscribe if you like what you see: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet"
X Link 2024-10-24T12:59Z [---] followers, [---] engagements
"Crowdstrike - $CRWD After the fuss $200s support level held. Now above its w/ 50MA and $300 level has been reclaimed so far. Interesting spot to say the least 👀"
X Link 2024-10-24T14:25Z [---] followers, [---] engagements
"@StockSavvyShay Did you know about $NET Lava Lamps Wall at their headquarters' lobby Cool stuff. One of the traits of Cloudflare's creativity. Published a deep dive about them a few weeks ago. Feel free to read it: https://expansestocks.substack.com/p/cloudflare-building-a-better-internet https://expansestocks.substack.com/p/cloudflare-building-a-better-internet"
X Link 2024-10-24T17:59Z [---] followers, [--] engagements
"@Invesquotes Mostly agree with your take. I think they're "low balling" their guide & [----] will come better than expected. At least they are well positioned for it. Noted down some takes & thoughts from $DHR conference call at my blog. Feel free to read them: https://expansestocks.substack.com/p/danaher-conference-call-takes-q3 https://expansestocks.substack.com/p/danaher-conference-call-takes-q3"
X Link 2024-10-24T18:16Z [---] followers, [---] engagements
"Parsons - $PSN One my Small Cap favs in the critical infrastructure and intelligence services space with the acquisition 👇 They are going places 👀 $PSN Ive always liked the word accretive: Parsons to Acquire BCC Engineering for $230M Parsons has signed a definitive agreement to acquire BCC Engineering a Florida-based transportation engineering firm in an all-cash deal valued at $230 million. BCC a Trivest Partners $PSN Ive always liked the word accretive: Parsons to Acquire BCC Engineering for $230M Parsons has signed a definitive agreement to acquire BCC Engineering a Florida-based"
X Link 2024-10-25T19:09Z [---] followers, [---] engagements
"ServiceNow - $NOW Noted down some takes and thoughts from their earnings conference call earlier this week at my Expanse Stocks blog. Feel free to read them: https://expansestocks.substack.com/p/servicenow-conference-call-q3-2024 https://expansestocks.substack.com/p/servicenow-conference-call-q3-2024"
X Link 2024-10-26T12:21Z [---] followers, [---] engagements
"ROIC for each industry 👇 $SPY Return on Invested Capital by Fundsmith https://t.co/i7fjtkC0dC Return on Invested Capital by Fundsmith https://t.co/i7fjtkC0dC"
X Link 2024-10-28T17:58Z [---] followers, [--] engagements
"$WM Such a low-key beast 👌🏽🗑 $WM Waste Management Inc. Q2 [----] Earnings Call Key Highlights: 💼 Strong Financial Performance: Record quarterly operating EBITDA margin at 30% driven by efficiencies and disciplined pricing; achieving double-digit operating EBITDA growth. Total revenue up 5% with EBITDA https://t.co/ku4Z8D8jo2 $WM Waste Management Inc. Q2 [----] Earnings Call Key Highlights: 💼 Strong Financial Performance: Record quarterly operating EBITDA margin at 30% driven by efficiencies and disciplined pricing; achieving double-digit operating EBITDA growth. Total revenue up 5% with"
X Link 2024-10-28T23:24Z [---] followers, [---] engagements
"John Deere - $DE 🚜 Give me a hammer candle to end the month with the MACD about to cross up within this good looking multi-month base👀 Monthly view 👇"
X Link 2024-10-29T12:19Z [---] followers, [--] engagements
"$WM Love the business not the setup. Would rather wait for this Diamond pattern to unfold 👇"
X Link 2024-10-29T12:33Z [---] followers, [---] engagements
"$SNPS $CDNS Silent oligopolies critical for semis design. Keep them under-the-hood and away from fintwit talk. Works for me 😉 $CDNS Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $1.64 (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B (Est. $4.63B) 🟡 🔹 Non-GAAP EPS: $5.87-$5.93 (Est. $5.89) 🟡 Q3 Segments $CDNS Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $1.64 (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B"
X Link 2024-10-29T15:09Z [---] followers, [--] engagements
"@Borlaug_ What do you think of $STVN at current levels Market has been penalizing them due to ongoing capacity expansion (bad for CapEx) and some headwinds on their engineering segment with some delays and higher costs. Looks temporary but would like to know your take. Thanks"
X Link 2024-10-29T15:37Z [---] followers, [---] engagements
"$ASM Looks pretty good to me. Orders coming better than expected. Will need to read the CC transcript tomorrow. Nice recap 👇 🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅ Revenue: [---] million 📊 Guidance: 740-780 million 🔎 Estimates: [---] million ✅ https://t.co/lrg3qWae3T 🌐 ✅ 📈 🚀 👇 $ASM International results are out 👉 Orders beat revenue upper end gross margin beats outlook [----] slightly higher (lower band) & GAA ramps continuing. 👉 Q3 results ✅"
X Link 2024-10-29T17:51Z [---] followers, [---] engagements
"$GOOG $GOOGL Very good top line numbers. CapEx high and FCF light below estimates. need to invest if you wanna win long-term you know 😉 $GOOGL Alphabet Q3'24 Detailed Earnings Highlights: 🔹 EPS: $2.12 (Est. $1.85) 🟢 🔹 Total Revenue: $88.27B (Est. $86.3B) 🟢; UP +15% YoY 🔹 Operating Income: $28.52B (Est. $26B) 🟢; UP +34% YoY 🔹 Operating Margin: 32% (Est. 31.4%) 🟢; UP +4.5pp YoY Revenue by Segments: 🔹 $GOOGL Alphabet Q3'24 Detailed Earnings Highlights: 🔹 EPS: $2.12 (Est. $1.85) 🟢 🔹 Total Revenue: $88.27B (Est. $86.3B) 🟢; UP +15% YoY 🔹 Operating Income: $28.52B (Est. $26B) 🟢; UP"
X Link 2024-10-29T20:11Z [---] followers, [---] engagements
"$V Nice print added value services getting traction 👀 Now at almost $1B revs run with +30% y/y $V Visa Q4'24 Earnings Highlights: 🔹 Adj EPS: $2.71 (Est. $2.58) 🟢; UP +16.3% YoY 🔹 Net Revenue: $9.62B (Est. $9.49B) 🟢; UP +12% YoY 🔹 AdjNet Income: $5.43B (Est. $5.2B) 🟢; UP +13% YoY 🔹 Operating Margin: 66% (vs. 64% in Q4'23) 🟢 Transaction Metrics: 🔹 Payments $V Visa Q4'24 Earnings Highlights: 🔹 Adj EPS: $2.71 (Est. $2.58) 🟢; UP +16.3% YoY 🔹 Net Revenue: $9.62B (Est. $9.49B) 🟢; UP +12% YoY 🔹 AdjNet Income: $5.43B (Est. $5.2B) 🟢; UP +13% YoY 🔹 Operating Margin: 66% (vs. 64% in"
X Link 2024-10-29T20:19Z [---] followers, [---] engagements
"$GOOG $QQQ Exciting times with AI and technological innovation to say the least. Still many have stayed on the sidelines in money markets for more than [--] years since the end of the Covid burst. Q: "Sundar there was this perception that Alphabet was not as innovative on AI as it should. And it clearly shows that that was wrong. You're moving pretty quickly rolling out new products. Can you talk a bit about how you may have changed your structure" His response: https://t.co/3mXbQduSpn Q: "Sundar there was this perception that Alphabet was not as innovative on AI as it should. And it clearly"
X Link 2024-10-29T23:59Z [---] followers, [---] engagements
"Interesting take 👇🏼 Semis are cyclical and the day of inflection will come when least expected. Although still within a long secular bull cycle of course. $NVDA $ASML etc. Something I suspected with the recent $ASML earnings. I just dont believe the durability of this semi cycle and sure some of the ASML weakness could be attributed to TSMCs strength against Intel which is pulling back on spend on new factories and CapEx in general. BUT one of Something I suspected with the recent $ASML earnings. I just dont believe the durability of this semi cycle and sure some of the ASML weakness could"
X Link 2024-10-30T00:15Z [---] followers, [---] engagements
"Waymo and Tesla will be an interesting competition for sure 👀 $GOOG $TSLA Alphabet CEO @sundarpichai took time to outline the achievements of Waymo in his prepared remarks: "Now each week Waymo is driving more than 1M fully autonomous miles and serves over [------] paid rides the first time any AV company has reached this kind of mainstream use" https://t.co/kAWX2YQPBI Alphabet CEO @sundarpichai took time to outline the achievements of Waymo in his prepared remarks: "Now each week Waymo is driving more than 1M fully autonomous miles and serves over [------] paid rides the first time any AV"
X Link 2024-10-30T00:24Z [---] followers, [---] engagements
"Google $GOOG and Visa $V Just published my ER review and Conference call notes at my Expanse Stocks blog - 🔗on profile & below 👇 I go over: [--] Main takes from their respective CC and outlook [--] Final Thoughts"
X Link 2024-10-30T13:33Z [---] followers, [---] engagements
"$ASML $MEDP Some interesting bullish MACD divergences in the making 👀"
X Link 2024-10-30T15:22Z [---] followers, [---] engagements
"$MSFT vs $GOOG Battle of Clouds. Of course different revs run rates but still interesting. Google taking market share 👇🏼 Will be interesting to see $AMZN 's too. Google Cloud vs. Microsoft Cloud $GOOGL $MSFT https://t.co/ylf8dpRJab Google Cloud vs. Microsoft Cloud $GOOGL $MSFT https://t.co/ylf8dpRJab"
X Link 2024-10-30T21:37Z [---] followers, [---] engagements
"Published a new series of my "Monthly Specials" for November - 🔗 to my blog below 👇 or on Profile. This time Im featuring [--] well-known companies that you may definitely consider for a (very) long term hold. $AMZN $DE $SNPS Want to know why I picked them Check it out 👀"
X Link 2024-10-31T13:03Z [---] followers, [---] engagements
"$AMZN Another brick in "The Wall" 🧱 🎶"
X Link 2024-11-01T00:15Z [---] followers, [---] engagements
"$TOI.V Nive Q with improved margins and bottom line + new acquisitions post [--] Septembre coming in nicely. 👇🏼 $TOI.V https://t.co/tyHK2XXBSc $TOI.V https://t.co/tyHK2XXBSc"
X Link 2024-11-01T00:27Z [---] followers, [---] engagements
"Amazon $AMZN by Morgan Stanley 👇🏼 Good analysis. $AMZN Why We are Bullish '25 as Cost to Serve Improves and Domestic Profit Ramp is Still to Come - Morgan Stanley International Serves Up - Our concerns about AMZNs near term ability to produce company-wide profitably and manage through its investments in lower-priced essentials $AMZN Why We are Bullish '25 as Cost to Serve Improves and Domestic Profit Ramp is Still to Come - Morgan Stanley International Serves Up - Our concerns about AMZNs near term ability to produce company-wide profitably and manage through its investments in lower-priced"
X Link 2024-11-01T08:48Z [---] followers, [---] engagements
"@techfund1 Nice deep dive. Thanks What do you think of ASM Int. $ASM They seem to have more optionality with their ALD front-end equipment but also have back-end exposure. Looking at the stock at 500s not cheap but not too expensive either given the potential growth for this decade"
X Link 2024-11-01T14:29Z [---] followers, [---] engagements
"@SKundojjala What do you think of ASMI at these levels Not cheap but not too expensive either looks like one of the semi equipment plays in the Netherlands with better prospects and better positioned to capitalize on GAA chips manufacturing this decade. Thanks"
X Link 2024-11-01T14:49Z [---] followers, [--] engagements
"Hell of a month for $ASML . Reviewed their earnings report and conference call took some notes and wrote some thoughts for the short term and long term. Check it out on my blog 👇🏼 (🔗 on my Profile too) $ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The positives and the worrying from Investors call [--] Technical Chart Analysis post ER reaction [--] Final Thoughts and whether this is an opportunity or not. https://t.co/BhBsYC1oIO $ASML Just published my earnings review (🔗 on profile). I go over: [--] Numbers for this Q and outlook [--] The"
X Link 2024-11-02T23:12Z [---] followers, [---] engagements
"Parsons - $PSN While many eye $PLTR this $11B mid-cap flies under the radar. A testament to American resilience it has evolved from post-WWII engineering roots to a tech leader in defense intelligence and critical infrastructure. My deep dive is ready. Link 👇 & on Profile:"
X Link 2024-11-04T18:40Z [---] followers, [---] engagements
"Here is the link to my deep dive on Parsons $PSN: https://expansestocks.substack.com/p/parsons-corporation-a-home-run-from https://expansestocks.substack.com/p/parsons-corporation-a-home-run-from"
X Link 2024-11-04T18:41Z [---] followers, [--] engagements
"$ASML $ASM Nice take on confusing dissimilar FY25 outlooks provided by these two semi equipment players 👇 🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains what's happening. - ASML reducing outlook [----] mainly due to CapEx cuts and https://t.co/26S1I05vgI 🌐 ✅ 🚀 📈 #ASML reduced its [----] outlook whilst #ASM increased its [----] outlook. Confusing for some investors so here is why👇 Small part from earnings call below. ASM International CEO explains"
X Link 2024-11-05T12:46Z [---] followers, [----] engagements
"$PSN Few know Parsons an [--] year-old firm thats evolved from traditional engineering to a global tech leader in defense intelligence and critical infra $PLTR style. From AI cybersecurity to missile defense the stock is being rerated. My deep dive 👇 and on Profile. Parsons - $PSN While many eye $PLTR this $11B mid-cap flies under the radar. A testament to American resilience it has evolved from post-WWII engineering roots to a tech leader in defense intelligence and critical infrastructure. My deep dive is ready. Link 👇 & on Profile: https://t.co/oZFHRhh81s Parsons - $PSN While many eye"
X Link 2024-11-05T17:09Z [---] followers, [---] engagements
"My deep dive on Cloudflare $NET Link 👇🏼 or on Profile Cloudflare - $NET Following Stan Weinstein playbook to the T. Breaking out from an early Stage [--] phase 👇 And if you want to know more about the business fundamentals and technicals check it out on my recent post at Expanse Stocks: https://t.co/52ndhb2Nw8 https://t.co/yArr4zGudY Cloudflare - $NET Following Stan Weinstein playbook to the T. Breaking out from an early Stage [--] phase 👇 And if you want to know more about the business fundamentals and technicals check it out on my recent post at Expanse Stocks: https://t.co/52ndhb2Nw8"
X Link 2024-11-05T20:09Z [---] followers, [---] engagements
"Zoetis - $ZTS Published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q and Outlook [--] Main takes from their Conference call [--] Technical and Fundamental Analysis post ER reaction [--] Thoughts whether the stock presents an opportunity or not"
X Link 2024-11-06T15:20Z [---] followers, [---] engagements
"Here is the link to $ZTS earnings review and thoughts whether the stock presents an opportunity or not: https://expansestocks.substack.com/p/zoetis-a-good-opportunity https://expansestocks.substack.com/p/zoetis-a-good-opportunity"
X Link 2024-11-06T15:22Z [---] followers, [---] engagements
"$MELI Missed on EPS and bottom line but there is a good reason. While Fintech Services pressure margins short term synergies will drive more adoption of Mercado Pago 👇 A Long-term thinking management that's what you want as an Investor"
X Link 2024-11-06T21:50Z [---] followers, [----] engagements
"If you want to gain some conviction in your $MELI investment thesis. Read this Great take 👇🏼 $MELI You want conviction Aqui esta con mucho calor Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by 5M from [----] to [----] whereas in United States it grew https://t.co/1PI4OgCaIP $MELI You want conviction Aqui esta con mucho calor Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of"
X Link 2024-11-06T23:58Z [---] followers, [---] engagements
"MercadoLibre - $MELI Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: the positives and negatives [--] Thoughts whether sell-off presents an opportunity or not for LT investors"
X Link 2024-11-07T15:22Z [---] followers, [---] engagements
"Medpace - $MEDP Bouncing again from support and out of the downward channel with the positive MACD divergence 👀"
X Link 2024-11-07T15:37Z [---] followers, [---] engagements
"$MELI Testing both daily 200MA and weekly 50MA bouncing so far👀 You can't make this shit up"
X Link 2024-11-07T15:49Z [---] followers, [---] engagements
"$AMZN $SNPS Many things working short-term post-election but you got to understand technical setups to stack the odds in your favor. Two of my three Monthly Specials picks for November playing out perfectly. Link to my free to read article👇 or on profile. Published a new series of my "Monthly Specials" for November - 🔗 to my blog below 👇 or on Profile. This time Im featuring [--] well-known companies that you may definitely consider for a (very) long term hold. $AMZN $DE $SNPS Want to know why I picked them Check it out 👀 https://t.co/gSBGHRMuj7 Published a new series of my "Monthly"
X Link 2024-11-07T16:32Z [---] followers, [---] engagements
"One of my Hidden Gems is flying away today. Link to article below or on my Profile Clearwater Analytics $CWAN 👇🏼 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued fundamentals or big growth potential. Each has its special edge. $CWAN $BC.MI $TISG https://t.co/E9HAYPaWL2 Just published my Hidden Gems series featuring under-the-radar small-to-mid caps. 🔗 to my post 👇 or on profile. Picks have unique strengths: from solid business quality undervalued"
X Link 2024-11-07T19:14Z [---] followers, [--] engagements
"$ANET Big time. Perfection of a company last two years👌🏽"
X Link 2024-11-07T22:50Z [---] followers, [---] engagements
"Cloudflare - $NET Nice Q: [--] Revs growth at +28% [--] Bottom line improving faster than top line [--] OCF +54% YoY [--] Investing big time in infra & still +29.5% FCF YoY Raising their own FY24 guidance. ANALysts estimates can go f**k themselves. My deep-dive on NET 👇🏼 Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET"
X Link 2024-11-07T23:31Z [---] followers, [---] engagements
"Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term"
X Link 2024-11-08T12:33Z [---] followers, [----] engagements
"Here is the link to my $NET earnings digest with key notes from Conference call and thoughts on the sell-off: https://expansestocks.substack.com/p/cloudflare-building-momentum https://expansestocks.substack.com/p/cloudflare-building-momentum"
X Link 2024-11-08T12:34Z [---] followers, [---] engagements
"@NotMarkLeonard Where did you get the 359M in acquisition post Q. Could not see it o. The report"
X Link 2024-11-09T08:32Z [---] followers, [--] engagements
"$CSU $CSU.TO RBC upgrade to C$5300 ➕Jefferies upgrade to C$5000 👇"
X Link 2024-11-11T12:30Z [---] followers, [---] engagements
"Arista Networks - $ANET 4-for-1 split coming on December 4th but before that some consolidation IMO. $375-380s level 👀 $365 level 👀👀"
X Link 2024-11-11T17:06Z [---] followers, [---] engagements
"$NET $MELI Don't just stop at the Numbers and ANALysts estimates headlines dig dipper 👀 A few ideas from their Conference Calls (Links 👇 or on Profile at Expanse Stocks). NET CC Notes and Thoughts: MELI CC Notes and Thoughts: http://expansestocks.substack.com/p/mercadolibre-this-er-should-please http://expansestocks.substack.com/p/cloudflare-building-momentum http://expansestocks.substack.com/p/mercadolibre-this-er-should-please http://expansestocks.substack.com/p/cloudflare-building-momentum"
X Link 2024-11-11T17:31Z [---] followers, [---] engagements
"Nice take on $ASML and the future of litho intensity vs etching technology 👇 Many investors argue that $ASML is historically undervaluedand theyre not wrong. But the real question is are we focusing too much on its multiple instead of its business fundamentals Are we at an EUV peak Are there better opportunities within the WFE supplier sector Lets https://t.co/R37IHxsobb Many investors argue that $ASML is historically undervaluedand theyre not wrong. But the real question is are we focusing too much on its multiple instead of its business fundamentals Are we at an EUV peak Are there better"
X Link 2024-11-12T12:04Z [---] followers, [---] engagements
"$DDOG Getting ready on the daily weekly and monthly time frames 👀"
X Link 2024-11-12T16:32Z [---] followers, [---] engagements
"$ADBE You can't make this shit up. Testing support level to the T and bouncing. On track for a W pattern before ER. Watch 👀"
X Link 2024-11-12T16:59Z [---] followers, [--] engagements
"Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: Positives & Negatives ($NVDA competition etc.) [--] Thoughts about the business short-term and long-term"
X Link 2024-11-12T18:57Z [---] followers, [---] engagements
"My take and thoughts on $ANET earnings last week and Key notes from their Conference Call: Positives & Negatives ( $NVDA competition etc.) Link to my Expanse Stocks blog on my Profile or 👇🏼 Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: Positives & Negatives ($NVDA competition etc.) [--] Thoughts about the business short-term and long-term https://t.co/pkNGtNCibK Arista Networks - $ANET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this"
X Link 2024-11-12T19:42Z [---] followers, [---] engagements
"Cloudflare - $NET How dare you move this way Well it does for a reason 👇 Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term https://t.co/48ySXsyNrG Cloudflare - $NET Just published my earnings review (🔗 on profile and below). I go over: [--] Numbers for this Q & outlook [--] Key notes from their Conference Call: positives and negatives [--] Thoughts about the business short-term and long-term"
X Link 2024-11-13T15:01Z [---] followers, [---] engagements
"Part [--] of my "Monthly Specials" for November. With semis cooling off some SaaS leaders lagging in the AI boom are preparing for the next wave as their ER start to reflect AI integration. I picked up [--] stocks $ADBE $DDOG If you want to know why🔗 is below or on Profile"
X Link 2024-11-13T16:02Z [---] followers, [---] engagements
"Here is the link to my Monthly Specials Part [--] for November featuring [--] SaaS stocks $ADBE and $DDOG http://expansestocks.substack.com/p/monthly-specials-november-2024-part http://expansestocks.substack.com/p/monthly-specials-november-2024-part"
X Link 2024-11-13T16:03Z [---] followers, [---] engagements
"Constellation Software - $CSU $CSU.TO Breaking out from a bullish ascending triangle pattern price above its 50MA and MACD perking up above the zero line to build more ➕ momentum. Hard to find a stock and a business as solid as this one in the market for a long-term hold"
X Link 2024-11-13T16:43Z [---] followers, [---] engagements
"Cloudflare - $NET Keeps following the early Stan Weinstein's Stage [--] breakout setup to the T. I talked extensively about this on my free to read NET deep dive a few weeks ago. Link 👇 or on my Profile Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their quantitative & qualitative fundamentals blended with chart technical analysis [--] Where I stand on the business and the stock At https://expansestocks(.)substack(.)com https://t.co/3TxPzYQ3tx Just published my in-depth analysis about $NET I go over: [--] Who they are and why they matter [--] Their"
X Link 2024-11-13T17:25Z [---] followers, [---] engagements
"Good read and nice takes 👇 $CSU $MSFT $AMZN Today's FREE Edition is out with unusual goodies (fiction wtf): 535: Constellation Software's Q3 Analysis Microsoft+ CoreWeave Amazon Logistics vs UPS & FedEx Anthropic Stockfish and The Wild Robot https://t.co/utrAEPe1uW Today's FREE Edition is out with unusual goodies (fiction wtf): 535: Constellation Software's Q3 Analysis Microsoft+ CoreWeave Amazon Logistics vs UPS & FedEx Anthropic Stockfish and The Wild Robot https://t.co/utrAEPe1uW"
X Link 2024-11-13T18:02Z [---] followers, [---] engagements
"$ASML "ASML.confirming potential [----] scenarios for annual revenue between [--] billion and [--] billion with a gross margin of between approximately 56% and 60%" Under the hood there were a few positive signs in ASML's chart starting by the bullish MACD divergence 👇"
X Link 2024-11-14T08:58Z [---] followers, [---] engagements
"$ASML Great notes 👌 If you want to get (almost real-time) details on the Investor Day highlights do it here 👇 ASML Investor Day [----] $ASML just provided an update on its long-term strategy confirming potential [----] scenarios for annual revenue between approximately [--] billion and [--] billion with a gross margin of between approximately 56% and 60%. https://t.co/Cj1gyO2ptN ASML Investor Day [----] $ASML just provided an update on its long-term strategy confirming potential [----] scenarios for annual revenue between approximately [--] billion and [--] billion with a gross margin of between"
X Link 2024-11-14T13:01Z [---] followers, [--] engagements
"$ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation:"
X Link 2024-11-14T13:18Z [---] followers, [---] engagements
"Adobe and Datadog $ADBE $DDOG My new "Monthly Specials" picks for November based on a blend of technical setups and qualitative/quantitative fundamentals. Check it out at my Expanse Stocks blog. Link on my Profile or below to the blog post 👇 Part [--] of my "Monthly Specials" for November. With semis cooling off some SaaS leaders lagging in the AI boom are preparing for the next wave as their ER start to reflect AI integration. I picked up [--] stocks $ADBE $DDOG If you want to know why🔗 is below or on Profile https://t.co/cI9HhmzQUf Part [--] of my "Monthly Specials" for November. With semis"
X Link 2024-11-14T13:51Z [---] followers, [---] engagements
"$ASML [----] Sales Projections. All in all still as promising as ever. $ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation: https://t.co/6i2aWWl4E4 $ASML Probably all you need to know to reassure yourself as a long term investor 👇 CEO on Investors Day Presentation: https://t.co/6i2aWWl4E4"
X Link 2024-11-14T15:31Z [---] followers, [---] engagements
"@ftr_investors [----] Sales Projections. All in all still as promising as ever 👌"
X Link 2024-11-14T15:39Z [---] followers, [---] engagements
"Consistent energy generation and cooling technology will be key to keep up with AI innovation. Based on $ASML comments a potential bottle neck. $CEG $VST $VRT $SU.PA $ABB $GEV a few names that come to mind that may help with these challenges. $ASML CEO Christophe Fouquet: Energy costs are challenges in the AI development. We go back to Moore's Law. AI will demand an acceleration of the roadmap. https://t.co/p3jluGQLZw $ASML CEO Christophe Fouquet: Energy costs are challenges in the AI development. We go back to Moore's Law. AI will demand an acceleration of the roadmap. https://t.co/p3jluGQLZw"
X Link 2024-11-14T15:47Z [---] followers, [---] engagements
"Parsons - $PSN Probably time for a well deserved rest Low-90s and mid-80s two levels of support👀"
X Link 2024-11-15T11:00Z [---] followers, [---] engagements
"SanLorenzo - $SL $SL.MI CEO bought shares recently and earnings results look pretty solid to me despite the slowdown in the industry after the Covid anomaly & China. Few support levels chart not looking great but it's a game of patience and conviction if you are an investor 😉"
X Link 2024-11-15T12:09Z [---] followers, [---] engagements
"Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it categorically. High quality semi name in the power management chip market with a moat"
X Link 2024-11-17T14:53Z [---] followers, [---] engagements
"Just published my free to read article with key takeaways and highlights on $ASML Investor Day. 🔗 is on the thread below or at my Expanse Stocks blog URL on my Profile. I cover the following 👇"
X Link 2024-11-18T13:30Z [---] followers, [---] engagements
"Here is the link to my $ASML Investor Day key takeaways: http://expansestocks.substack.com/p/asml-investors-day-2024-highlights http://expansestocks.substack.com/p/asml-investors-day-2024-highlights"
X Link 2024-11-18T15:08Z [---] followers, [--] engagements
"Zoetis - $ZTS Cats and dogs still running for their lives in Springfield; in the meantime Zoetis chart putting a potential Head & Shoulder within its larger multi-year rounded base 👀"
X Link 2024-11-18T17:13Z [---] followers, [---] engagements
"$AMZN Diversifying their revenue streams and more to come 👇 Advertising Cloud Computing & Seller Services now account for 50% of Amazon's overall revenue. $AMZN https://t.co/9rvbkBDd2F Advertising Cloud Computing & Seller Services now account for 50% of Amazon's overall revenue. $AMZN https://t.co/9rvbkBDd2F"
X Link 2024-11-18T17:19Z [---] followers, [---] engagements
"$ADYEY $ADYEN Great notes with mgmt comments 👇 ➕ Here's a technical chart to cheer up LT investors [--] iH&S on the weekly + a new potential iH&S on the daily [--] Price at key support level + MACD positive divergence above zero line Just a matter of time for it to gain traction There is a lot to like about $adyen Value Prop - War on💰and ever increasing complexity of dealing with many different payment providers many of which local. Optimal payment routing to minimise merchant costs and maximise authorisation rates. - Capital Light Business We aim to https://t.co/xQf2jKP6Nu There is a lot to like"
X Link 2024-11-19T17:18Z [---] followers, [---] engagements
"$ASML When investing in cyclical businesses price swings in both direction are usually overextended. Best thing is to keep a long-term perspective if you believe in the secular tailwinds. Short term chart looks ugly but there's a ➕ MACD divergence as selloff dries up 👇"
X Link 2024-11-19T17:29Z [---] followers, [---] engagements
"$GOOG $GOOGL As DOJ lawsuit uncertainty clears out and news keep coming out this will resume higher past 200$. Watch 👀"
X Link 2024-11-19T18:44Z [---] followers, [--] engagements
"$TDG Excellent read 👀 How bolts are manufactured and why the may not be as expensive as it seems. Fun fact; In the outskirts of Portland is a nice little shop in an anonymous industrial park. You walk in to a little foyer with a folding card table and [--] thick vacuum sealed Mylar bags each about 1' long and 4" in diameter. They are sitting on top of about [--] pages of Fun fact; In the outskirts of Portland is a nice little shop in an anonymous industrial park. You walk in to a little foyer with a folding card table and [--] thick vacuum sealed Mylar bags each about 1' long and 4" in diameter."
X Link 2024-11-25T14:56Z [---] followers, [---] engagements
"$CPRT Thick 👀"
X Link 2024-11-25T17:58Z [---] followers, [--] engagements
"Great Q1 [----] analysis of Copart $CPRT earnings 👇 Copart's recent results + new insights on the time it takes for new safety tech to fully penetrate the auto fleet $CPRT https://t.co/bjK0PAHhbY Copart's recent results + new insights on the time it takes for new safety tech to fully penetrate the auto fleet $CPRT https://t.co/bjK0PAHhbY"
X Link 2024-11-25T18:13Z [---] followers, [---] engagements
"$CRWD Will be interesting to see how it develops short term. ➕ Imminent Golden cross down gap from July shenanigans completely filled dips have been bought on volume. ➖ Approaching ATH with a potential H&S in the making if selling pressure accelerates"
X Link 2024-11-27T12:15Z [---] followers, [--] engagements
"$ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you"
X Link 2024-11-28T12:55Z [---] followers, [---] engagements
"Recently wrote a second edition of my Hidden Gems series where I discover two under-the-radar small-mid caps. One of them is the not well-known "father" of $ASML. Feel free to check it out on my Expanse Stocks blog 👇🏼 Happy thanksgiving to everyone"
X Link 2024-11-28T17:59Z [---] followers, [---] engagements
"$NTDOY Doing it 👀 this and $TTWO are gold going into next year. $NTDOY Nintendo trying to break out and start a new bullish cycle before the Switch [--] release date 👀 https://t.co/T92TQvka1c $NTDOY Nintendo trying to break out and start a new bullish cycle before the Switch [--] release date 👀 https://t.co/T92TQvka1c"
X Link 2024-11-29T15:48Z [---] followers, [---] engagements
"$NET When not if it clears out the 110s level it's going straight to 130s. After that look up. Stage [--] in full effect. Talked about this on September at my Cloudflare's deep dive at Expanse Stocks"
X Link 2024-12-02T19:43Z [---] followers, [---] engagements
"$MELI Brazil shenanigans: lower income & consumer confidence + inflation concerns. Not great ST but I am here for the LT. [--] Diversified across LATAM [--] ecommerce represents 13% of total retail sales compared to +23% in US and +30% in China [--] TAM of 500m people & GDP of $5tn"
X Link 2024-12-02T20:53Z [---] followers, [---] engagements
"$ASML Don't blink twice 😉 $ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you. https://t.co/DBuR38UNY2 $ASML (Euronext Exchange more precise than US shares given FX volatility) Retesting its weekly 200MA never gave it up before At a key support level in the 615-630 range MACD curving up on the weekly and positive divergence on the daily. Enough said now it's up to you."
X Link 2024-12-02T21:13Z [---] followers, [---] engagements
"SentinelOne $S is one of my "risky" picks on my Monthly Specials article for December. Feel free to take a look at my Expanse Stock blog. Link on my profile"
X Link 2024-12-03T17:00Z [---] followers, [---] engagements
"$AMZN in the AI race. Less noisy than $MSFT and $GOOG usually a good sign 👇 Investors have underestimated $AMZN's AI strategy with the narrative that $AMZN is behind in AI. Now this narrative is proving out to be wrong and the stock is getting rerated as: - $AMZN now has a significant stake in Anthropic (the number [--] LLM provider right now) and AWS Investors have underestimated $AMZN's AI strategy with the narrative that $AMZN is behind in AI. Now this narrative is proving out to be wrong and the stock is getting rerated as: - $AMZN now has a significant stake in Anthropic (the number [--] LLM"
X Link 2024-12-04T17:03Z [---] followers, [---] engagements
"$SNPS Great ER snapshot 👇🏼 Synopsys $SNPS had a beat-beat with record earnings but Wall Street couldnt figure out the guide where there was an extra work week in Q124 that won't be there in Q125. Itll likely get figured out tomorrow when the real investor notes are published. I appreciated the design https://t.co/ItUxLs70iI Synopsys $SNPS had a beat-beat with record earnings but Wall Street couldnt figure out the guide where there was an extra work week in Q124 that won't be there in Q125. Itll likely get figured out tomorrow when the real investor notes are published. I appreciated the"
X Link 2024-12-05T07:15Z [---] followers, [---] engagements
"$SNPS On the conservative FY25 outlook from the CC transcript"
X Link 2024-12-05T08:13Z [---] followers, [---] engagements
"Uncanny 👉👈 $ADBE $CRM $ADBE giving me $CRM vibes https://t.co/KKZ5tzVipl $ADBE giving me $CRM vibes https://t.co/KKZ5tzVipl"
X Link 2024-12-07T20:43Z [---] followers, [--] engagements
"$DSGX $MANH Two high quality SaaS in logistics supply chain inventories mgmt. Sold DSG for +4% not long ago under $100. bad decision. Watching both closely for Redemption 👀"
X Link 2024-12-07T23:20Z [---] followers, [--] engagements
"End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial position and whether our strategies are working or not. I discuss [--] methods for calculating returns and why #investing is personal. Link on my Profile"
X Link 2024-12-10T12:27Z [---] followers, [---] engagements
"$GOOG $GOOGL So google unveiling its quantum computing chip and telling us we probably living in a multiverse Smart PR long time no see 👌 I am being Willow-pilled. $GOOGL Google just casually threw into their release that it proves were likely living in a multiverse. https://t.co/ijtDeCtBBN I am being Willow-pilled. $GOOGL Google just casually threw into their release that it proves were likely living in a multiverse. https://t.co/ijtDeCtBBN"
X Link 2024-12-10T13:13Z [---] followers, [---] engagements
"$SPY $QQQ Discover three methods for tracking your portfolio Performance and some thougths about why investing is personal. At my Expanse Stocks blog. Link on profile. End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial position and whether our strategies are working or not. I discuss [--] methods for calculating returns and why #investing is personal. Link on my Profile. https://t.co/inaPOH5ygJ End of the Year is near and many of us try to use the best approach to measure investment returns to understand our financial"
X Link 2024-12-10T18:51Z [---] followers, [---] engagements
"$MEDP Volatile but not looking bad at all 👀"
X Link 2024-12-11T12:26Z [---] followers, [--] engagements
"$IONQ $GOOG Pichai giving the 🖕🏼 and disrupting disruptors"
X Link 2024-12-11T17:50Z [---] followers, [---] engagements
"$ADBE ER today few seem to care. Watching closely 👀"
X Link 2024-12-11T18:58Z [---] followers, [---] engagements
"$MPWR Ongoing bottoming process. Still an opportunity IMO. Will share my MPS deep dive tomorrow "free to read" at my Expanse Stocks blog. Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it categorically. High quality semi name in the power management chip market with a moat. https://t.co/ysA3IXLOkU Monolithic Power Systems - $MPWR High on Watchlist after the👀 Hit hard by a short report claiming NVDA cancelling orders for their Blackwell platform. Company denying it"
X Link 2024-12-11T20:58Z [---] followers, [--] engagements
"$ADBE At first glance good Q: ➕ on bottom line Net New ARR and RPO growth. ➖ Light on revs guide next Q & sandbagging FY25. Not expecting major break outs from the stock multi-year base. Will listen to the CC and take some notes. I Will share on my blog tomorrow. $ADBE Adobe Q4 Earnings Highlights: 🔹 Revenue: $5.61B (Est. $5.54B) 🟢; +11% YoY 🔹 Adjusted EPS: $4.81 (Est. $4.67) 🟢; +12.6% YoY 🔹 RPO: $20B; +16% YoY FY25 Guidance: 🔹 Revenue: $23.3B-$23.55B (Est. $23.78B) 🔴 🔹 Adjusted EPS: $20.20-$20.50 (Est. $20.52) 🔴 Q1 Outlook: $ADBE Adobe Q4 Earnings Highlights: 🔹 Revenue: $5.61B"
X Link 2024-12-11T21:34Z [---] followers, [---] engagements
"$NTDOY Interesting read 👇 Nintendo filing a new patent for its joystick technology that improves gaming experience creating some real time physics feedback in-game. Nintendo Just Filed an the most incredible Patent If this Makes it into Switch [--] we won Here is a breakdown in plain English of what this patent is. What's the Deal Controller Magic: Imagine a controller where the joystick (or stick) doesn't just move; it feels different https://t.co/wozA2LqwGt Nintendo Just Filed an the most incredible Patent If this Makes it into Switch [--] we won Here is a breakdown in plain English of what this"
X Link 2024-12-12T12:48Z [---] followers, [---] engagements
"My deep dive on $MPWR is ready. Here are the topics I cover 👇 Feel free to read it at Expanse Stocks. Link's on profile"
X Link 2024-12-12T15:42Z [---] followers, [----] engagements
"Not holding key level so far $ADBE $ADBE 👀 https://t.co/48f7po9yww $ADBE 👀 https://t.co/48f7po9yww"
X Link 2024-12-12T19:32Z [---] followers, [---] engagements
"$AVGO Those EPS and margins and that AI growth 👀 not bad if you ask me. $AVGO Broadcom Q4'24 Earnings Highlights 🔹 Adjusted EPS: $1.42 (Est. $1.39) 🟢 🔹 Adjusted Revenue: $14.05B (Est. $14.08B) 🟡; UP +51% YoY 🔸 AI Revenue: $12.2B for FY24; UP +220% YoY Q1 Guidance: 🔹 Revenue: $14.6B (Est. $14.55B) 🟡; UP +22% YoY 🔹 Adjusted EBITDA: 66% of $AVGO Broadcom Q4'24 Earnings Highlights 🔹 Adjusted EPS: $1.42 (Est. $1.39) 🟢 🔹 Adjusted Revenue: $14.05B (Est. $14.08B) 🟡; UP +51% YoY 🔸 AI Revenue: $12.2B for FY24; UP +220% YoY Q1 Guidance: 🔹 Revenue: $14.6B (Est. $14.55B) 🟡; UP +22% YoY 🔹"
X Link 2024-12-12T21:27Z [---] followers, [---] engagements
"$SPY Nice take on PPI numbers released this week 👌🏽 PPI. The numbers are the weirdest but I think it confirms what I've been saying I"m seeing listening to the companies aka Reverse Economy of Scale. Let me demonstrate what I mean: The Headline was [---] vs [---] First PPI was driven entirely by Goods (0.7) NOT Services (0.2). https://t.co/6h0xOVQeRP PPI. The numbers are the weirdest but I think it confirms what I've been saying I"m seeing listening to the companies aka Reverse Economy of Scale. Let me demonstrate what I mean: The Headline was [---] vs [---] First PPI was driven entirely by Goods"
X Link 2024-12-13T17:40Z [---] followers, [---] engagements
"$SPY $QQQ Funny to see ANALysts piling up with upgrades on names that for X reason (or none) are breaking up. 🐑 mentality at its finest 👌🏽"
X Link 2024-12-13T20:19Z [---] followers, [--] engagements
"$DDOG It needed a pause indeed. Now this level is key needs to hold for a continuation higher towards 200$ after some consolidation. Let's see 👀 $DDOG May need a pause here. Ideally sideways action around $150s before going higher. https://t.co/bam8hM8CHi $DDOG May need a pause here. Ideally sideways action around $150s before going higher. https://t.co/bam8hM8CHi"
X Link 2024-12-14T16:25Z [---] followers, [--] engagements
"Doing some research on "real" moaty software business. Not as easy to find as it seems. Sone of them: $MANH $GWRE $SNPS Will write about these and some more on a coming article next year (January) at my Expanse stocks blog (link's on profile)"
X Link 2024-12-15T12:55Z [---] followers, [---] engagements
"$BN Nice 👀👇🏼 Bruce Flatt has run Brookfield for [--] years. He build it into a world class business with $1 Trillion in AUM. Every quarter he shares a letter with his insights. Ive compiled some of my favourite moments below: 🧵👇🏽 (Bookmark & come back later. Worth it) $BN $BAM https://t.co/LsNkkwe5V4 Bruce Flatt has run Brookfield for [--] years. He build it into a world class business with $1 Trillion in AUM. Every quarter he shares a letter with his insights. Ive compiled some of my favourite moments below: 🧵👇🏽 (Bookmark & come back later. Worth it) $BN $BAM https://t.co/LsNkkwe5V4"
X Link 2024-12-15T23:13Z [---] followers, [---] engagements
"$BN Great review 👇🏼 1/ I've been diving deep into Brookfield Corporation $BN lately and I'm impressed. Here's why it's worth a closer look for investors. 🧵 https://t.co/980XFlOlVH 1/ I've been diving deep into Brookfield Corporation $BN lately and I'm impressed. Here's why it's worth a closer look for investors. 🧵 https://t.co/980XFlOlVH"
X Link 2024-12-15T23:16Z [---] followers, [--] engagements
"Another great take $BN $BAM $BN 1/ Thread: Key takeaways from Brookfield CEO Bruce Flatt's recent fireside chat 🧵 https://t.co/QezAEC6aYz $BAM $BN 1/ Thread: Key takeaways from Brookfield CEO Bruce Flatt's recent fireside chat 🧵 https://t.co/QezAEC6aYz"
X Link 2024-12-15T23:26Z [---] followers, [--] engagements
"Cloudflare - $NET Stifel upgrade from Buy from Hold increased the price target to$136 from $95"
X Link 2024-12-17T12:11Z [---] followers, [---] engagements
"$MELI Reminding me a bit of how AMZN struggled to breakout out past previous [----] ATH. It will come eventually IMO but it will be bumpy and messy not straight forward"
X Link 2024-12-17T12:26Z [---] followers, [--] engagements
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