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# ![@dcurras1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1363880522355793924.png) @dcurras1 Nikotes

Nikotes posts on X about investment, $dhr, $tsm, $anet the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1363880522355793924/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:interactions.svg)

- X Week XXXXX +127%
- X Month XXXXXX +347%
- X Months XXXXXX -XXXX%
- X Year XXXXXXX +182,200%

### Mentions: XX [#](/creator/twitter::1363880522355793924/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:posts_active.svg)

- X Month XX -XXXX%
- X Months XXX -XX%
- X Year XXX +17,450%

### Followers: XXX [#](/creator/twitter::1363880522355793924/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:followers.svg)

- X Week XXX +3.30%
- X Month XXX +14%
- X Months XXX +122%
- X Year XXX +34%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1363880522355793924/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1363880522355793924/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1363880522355793924/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[investment](/topic/investment) 5.77%, [$dhr](/topic/$dhr) 5.77%, [$tsm](/topic/$tsm) 3.85%, [$anet](/topic/$anet) 3.85%, [hei](/topic/hei) 3.85%, [$asml](/topic/$asml) 3.85%, [asml](/topic/asml) 3.85%, [$medp](/topic/$medp) 3.85%, [$hei](/topic/$hei) 3.85%, [bubble](/topic/bubble) XXXX%

**Top accounts mentioned or mentioned by**
[@thescepticalre1](/creator/undefined) [@investinjapan](/creator/undefined) [@invesquotes](/creator/undefined) [@ikkenospes](/creator/undefined) [@qualitystocksa](/creator/undefined) [@wtcm3](/creator/undefined) [@itsdanielwu](/creator/undefined) [@kairospraxis](/creator/undefined) [@redshirtinsight](/creator/undefined) [@berkelkip](/creator/undefined) [@etoroitalia](/creator/undefined) [@findingmoats](/creator/undefined)

**Top assets mentioned**
[Danaher Corporation (DHR)](/topic/$dhr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Arista Networks Inc (ANET)](/topic/$anet) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Heima (HEI)](/topic/$hei) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Cloudflare, Inc. (NET)](/topic/$net) [Parsons Corporation (PSN)](/topic/$psn) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Repligen, Corp. (RGEN)](/topic/$rgen) [Brookfield Corporation (BN)](/topic/$bn) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Mastercard, Inc. (MA)](/topic/$ma) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [The Ensign Group, Inc. (ENSG)](/topic/$ensg) [Basilisk (BSX)](/topic/$bsx)
### Top Social Posts [#](/creator/twitter::1363880522355793924/posts)
---
Top posts by engagements in the last XX hours

"$ADDT $ADDT.B Addtech What a well-run business. Great numbers all around"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1922954605719154705) 2025-05-15 09:57:59 UTC XXX followers, XXX engagements


"$GOOG Higher CapEx - lower FCF OpenAI and co. pushing Big Tech hard to keep up with the AI investment craze. Good for the usual suspects since 2021-2022 $NVDA $TSM $ANET et al"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1948116092355846173) 2025-07-23 20:20:45 UTC XXX followers, XXX engagements


"@InvestInJapan Thoughts on Rakus at these levels Looks deeply embedded in customer workflows with a large underpenetrated regional TAM. Valuation seems attractive (6.7x fwd sales 30x FCF) vs historical multiples with XX% top & bottom-line growth"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1947585974239687007) 2025-07-22 09:14:15 UTC XXX followers, XXX engagements


"Just realized I published my 10th Deep Dive Brief on Heico recently. Time flies. Most of them are open to read. Here's the list: Cloudflare $NET Parsons $PSN MPS $MPWR Medpace $MEDP Arista $ANET Amazon $AMZN ASML $ASML Topicus $TOI.V Lumine $LMN.V HEICO $HEI"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1941564514383822858) 2025-07-05 18:27:07 UTC XXX followers, 2509 engagements


"Into the shit 🕳: $DHR $TMO $RGEN $WST and co. Market want to see reaccelerated growth and higher profitability again. No more postponing. Will see. Last time I checked exec comments were more optimistic than cautious. Market still not believing though"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1946283877724516753) 2025-07-18 19:00:11 UTC XXX followers, XXX engagements


"$DHR The returns on investment here have been abysmal over the last 2y 3y 5y. Should/could eventually pay off (). The opportunity cost has been real"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1947057345990652026) 2025-07-20 22:13:40 UTC XXX followers, XXX engagements


"Alt managers (thinking $BN EQT AB $APO etc.) look so tempting but hard to get a grip on as an investment"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1940117164461031689) 2025-07-01 18:35:52 UTC XXX followers, XXX engagements


"@KairosPraxis @RedshirtInsight @BerkelKip I do. The Mendelson family $HEI"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945812948955349008) 2025-07-17 11:48:53 UTC XXX followers, XXX engagements


"$MA $V The Impact of Stablecoins on the Payment Networks. Both a major threat and a significant opportunity"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945605905749324054) 2025-07-16 22:06:10 UTC XXX followers, XXX engagements


"$SPGI $MCO The Impact of Stablecoins on the Debt Ratings Business. Net positive and with potential to create new markets"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945604055830540592) 2025-07-16 21:58:49 UTC XXX followers, XXX engagements


"So many healthcare ideas (ex. Pharma) across the board but not enough conviction so far. $MEDP $WST $LONN $DIM $TMO $ENSG etc. $ISRG $BSX (good but crazy expensive) $IDXX (maybe 👀) $DHR (only long mainly due to DBS + mgmt ) Covid bubble did not help. Theses are welcomed"  
![@dcurras1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1363880522355793924.png) [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1939004768422133956) 2025-06-28 16:55:36 UTC XXX followers, 1121 engagements