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# ![@jefke00 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1269985450686644225.png) @jefke00 jefke

jefke posts on X about $pton, $orpa, $amrk, pumping the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1269985450686644225/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269985450686644225/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXX +405%
- X Months XXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1269985450686644225/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269985450686644225/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XX -XX%
- X Year XXX +17%

### Followers: XXXXX [#](/creator/twitter::1269985450686644225/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269985450686644225/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX +0.10%
- X Months XXXXX +10%
- X Year XXXXX +79%

### CreatorRank: undefined [#](/creator/twitter::1269985450686644225/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269985450686644225/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1269985450686644225/influence)
---

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

**Social topic influence**
[$pton](/topic/$pton), [$orpa](/topic/$orpa), [$amrk](/topic/$amrk), [pumping](/topic/pumping), [macro](/topic/macro), [surge](/topic/surge), [beta](/topic/beta), [currency](/topic/currency), [$tigo](/topic/$tigo), [$aer](/topic/$aer)

**Top assets mentioned**
[Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Aercap Holdings N.V. (AER)](/topic/$aer) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Philip Morris International Inc. (PM)](/topic/$pm) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Gigantix Wallet (GTX)](/topic/$gtx) [ArchLoot (AL)](/topic/$al)
### Top Social Posts [#](/creator/twitter::1269985450686644225/posts)
---
Top posts by engagements in the last XX hours

"Local Peleton store is being turned into an Aesop one. $PTON $OR.PA"  
[X Link](https://x.com/jefke00/status/1655145885829943296) [@jefke00](/creator/x/jefke00) 2023-05-07T09:41Z 2003 followers, XXX engagements


"I was randomly thinking back about $AMRK. Why has sucked even though gold has gone up only It seems that: The assumed gold beta was wrong. The business is spread/volumedriven and hedged to price. The bull thesis (explicitly or implicitly) assumed rising gold prices would drive stronger demand for A-Marks products pumping margins. But golds 202425 surge came from macro and central bank demand not the retail-coin shortages that boosted 2021-22 results. And even worse just like with cocoa for Barry Callebaut rising prices increase cash needed to finance inventory. Even though the gold/cocoa"  
[X Link](https://x.com/jefke00/status/1974463046069236069) [@jefke00](/creator/x/jefke00) 2025-10-04T13:14Z 2003 followers, 1726 engagements


"Inchcape #INCH down X% while reiterating FY 2025 guidance how come ". while management consistently reiterated its full-year growth guidance implying that H1 results were internally "on track" for a second-half weighted year the market's negative reaction likely stems from: the significant declines in H1 revenue and profit (even on a constant currency basis) the notably weak free cash flow generation in H1 the explicit forecast for currency headwinds in H2 and the decision to lower the interim dividend. These factors combined with ongoing mixed market momentum and tariff uncertainties could"  
[X Link](https://x.com/jefke00/status/1950128985561543125) [@jefke00](/creator/x/jefke00) 2025-07-29T09:39Z 2002 followers, XXX engagements


"The portfolio returned XXXX% in 2024 but that will be covered in a different post. This one is just a quick word about each position in the portfolio at the start of 2025 $TIGO $AER $SCR.TO $GOOGL $PM $MC.PA #CHG #MACF $WPK.TO $CZR $BEKB.BR $GCO.MC $MATR.TO $LNR.TO $BARN.SW #SRC $GTX #INCH $VRLA.PA"  
[X Link](https://x.com/jefke00/status/1876958072964288984) [@jefke00](/creator/x/jefke00) 2025-01-08T11:44Z 2002 followers, 1834 engagements


""🖕" - Sofina to shareholders complaining about the NAV discount"  
[X Link](https://x.com/jefke00/status/1970779567993372801) [@jefke00](/creator/x/jefke00) 2025-09-24T09:17Z 2002 followers, 1098 engagements


""On March13 2025 $AL announced that Mr.Udvar-Hzy would retire. On March14 2025 the CEO of a strategic company . communicated . unsolicited preliminary interest." No time to waste 🐐"  
[X Link](https://x.com/jefke00/status/1978750243261780458) [@jefke00](/creator/x/jefke00) 2025-10-16T09:09Z 2002 followers, XXX engagements


"@atelicinvest The problem here is mostly the phrasing imo: You can argue the stock is cheap as is (11-12x fwd p/e) and with current sales growth estimates X% the described AI tailwind sounds pretty sweet Less of an explicit AI bet but more of a free call option"  
[X Link](https://x.com/jefke00/status/1979456134357393612) [@jefke00](/creator/x/jefke00) 2025-10-18T07:54Z 2002 followers, XXX engagements