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# ![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304883350730047493.png) @wolfofharcourt Wolf of Harcourt Street

Wolf of Harcourt Street posts on X about $meli, $adyen, $se, $asml the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1304883350730047493/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:interactions.svg)

- X Week XXXXXXX +2.50%
- X Month XXXXXXX +16%
- X Months XXXXXXXXX +14%
- X Year XXXXXXXXX +23%

### Mentions: XX [#](/creator/twitter::1304883350730047493/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:posts_active.svg)

- X Week XXX no change
- X Month XXX +7.80%
- X Months XXXXX +25%
- X Year XXXXX +36%

### Followers: XXXXXX [#](/creator/twitter::1304883350730047493/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:followers.svg)

- X Week XXXXXX +0.71%
- X Month XXXXXX +4.70%
- X Months XXXXXX +20%
- X Year XXXXXX +48%

### CreatorRank: XXXXXXX [#](/creator/twitter::1304883350730047493/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1304883350730047493/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3843 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [agencies](/list/agencies)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$meli](/topic/$meli) #2, [$adyen](/topic/$adyen) #6, [$se](/topic/$se) #7, [$asml](/topic/$asml) #35, [asml](/topic/asml) #76, [$nu](/topic/$nu) #3, [$uber](/topic/$uber) #88, [$amzn](/topic/$amzn) #26, [brazil](/topic/brazil) 0.93%, [argentina](/topic/argentina) XXXX%

**Top accounts mentioned or mentioned by**
[@davey_juice](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@daveyjuice](/creator/undefined) [@theraymyers](/creator/undefined) [@gabgrowth](/creator/undefined) [@globalstockpick](/creator/undefined) [@cousinbalin](/creator/undefined) [@returnsjourney](/creator/undefined) [@kairospraxis](/creator/undefined) [@macaronicapital](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@emilvbf](/creator/undefined) [@dkhos](/creator/undefined) [@fedexsti](/creator/undefined) [@marcosgalperin](/creator/undefined) [@mtatsis](/creator/undefined) [@michelben69](/creator/undefined) [@theeuinvestor](/creator/undefined) [@carmo_analyse](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [NuCypher (NU)](/topic/$nu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Mastercard, Inc. (MA)](/topic/$ma) [Texas Instruments (TXN)](/topic/$txn) [Klarna Group (KLAR)](/topic/klarna) [Wise (WISE)](/topic/$wise) [Alibaba Group (BABA)](/topic/$baba) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shopify Inc (SHOP)](/topic/$shop) [Coupang, Inc. (CPNG)](/topic/$cpng) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [AbbVie Inc (ABBV)](/topic/$abbv) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Cloudflare, Inc. (NET)](/topic/cloudflare)
### Top Social Posts [#](/creator/twitter::1304883350730047493/posts)
---
Top posts by engagements in the last XX hours

"$V trades at 27x forward earnings $ADYEN at 35x. Which one delivers stronger returns over the next X years"  
[X Link](https://x.com/wolfofharcourt/status/1972624866726809738) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T11:29Z 18.8K followers, 10.5K engagements


"I sold $TXN this week. +22% gain but it cost me XX% in opportunity. Heres why I exited what I learned and how it shapes my portfolio going forward 👇"  
[X Link](https://x.com/wolfofharcourt/status/1975896090064159104) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T12:08Z 18.8K followers, 7254 engagements


"Why I sold Texas Instruments"  
[X Link](https://x.com/wolfofharcourt/status/1975896092425515045) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T12:08Z 18.8K followers, 1428 engagements


"$UBER is piloting digital tasks a new way for drivers to earn Beyond rides and deliveries select drivers can soon get paid for things like uploading photos to train AI models or submitting multilingual documents. Tested in India rolling out to the US later this year"  
[X Link](https://x.com/wolfofharcourt/status/1979462457010852327) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T08:20Z 18.8K followers, 13.3K engagements


"Want more than just charts Read the comprehensive $ASML earnings analysis here"  
[X Link](https://x.com/wolfofharcourt/status/1979689843161751758) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T23:23Z 18.8K followers, 1674 engagements


"Footage from Nuro showing another one of $UBER autonomous vehicle partners in action. The $UBER Lucid and Nuro partnership plan to deploy over 20000 autonomous robotaxis starting 2026"  
[X Link](https://x.com/wolfofharcourt/status/1979866154475909439) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T11:04Z 18.8K followers, 7640 engagements


"Wild stat from @TechCrunch - South Korea has had a major cybersecurity incident every month this year. Cybersecurity isnt a trend its a long-term necessity. Long $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1974723858700918795) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T06:30Z 18.8K followers, 3422 engagements


"$ASML Jefferies cuts to Hold from Buy PT XXX Forecasts the wafer fabrication equipment market to decline X% in 2026 against consensus expecting double-digit growth leading to a X% sales decline for $AMSL well below XX% growth in consensus expectations. Bold forecast"  
[X Link](https://x.com/wolfofharcourt/status/1938132962522108233) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-06-26T07:11Z 18.7K followers, 3116 engagements


"InPost Earnings Preview $INPST reports its Q2 2025 earnings tomorrow morning. Street expects: Revenue: PLN XXXX billion +33% YoY EPS: XXXX +6% YoY North Star Metric: Total Parcel Volume"  
[X Link](https://x.com/wolfofharcourt/status/1962488040561279359) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-01T12:09Z 18.8K followers, 4319 engagements


"$ADYEN partnership with Xscape Theaters 🎬 $ADYEN will power seamless payments for Xscapes X U.S. locations catering to digital-savvy moviegoers (47% of their base). From CashApp Pay to Klarna Xscape is modernising the theater experience with premium screens and modern payments by adopting $ADYEN"  
[X Link](https://x.com/wolfofharcourt/status/1971471910031720892) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-26T07:08Z 18.8K followers, 2687 engagements


"$ADYEN response to the Fed on fraud prevention in the AI era is worth a read"  
[X Link](https://x.com/wolfofharcourt/status/1972570920729653566) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T07:55Z 18.8K followers, 4920 engagements


"@capitalatrisk23 @KoyfinCharts Nice way to frame it $ADYEN helps lower the overall TCO which adds real value"  
[X Link](https://x.com/wolfofharcourt/status/1972803803125891218) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-29T23:20Z 18.8K followers, XXX engagements


"@KairosPraxis Also EV is a bad metric for $ADYEN because it includes all the cash it holds on behalf of merchants"  
[X Link](https://x.com/wolfofharcourt/status/1973305085209055349) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-01T08:32Z 18.8K followers, XXX engagements


"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 2026 earnings call"  
[X Link](https://x.com/wolfofharcourt/status/1973700707506405843) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-02T10:44Z 18.7K followers, 2673 engagements


"$ADYEN +5% today no news that I can find. Maybe the market just realised that XX% of payments in Europe are still cash"  
[X Link](https://x.com/wolfofharcourt/status/1973703984792981840) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-02T10:57Z 18.8K followers, 5235 engagements


"@VulcanMK5 Market share loss that sticks once the subsidies dry up"  
[X Link](https://x.com/wolfofharcourt/status/1973723767680704554) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-02T12:16Z 18.7K followers, 1856 engagements


"$MELI continues to dominate cross-border ecommerce in Argentina A new MIDTerm report by CACE & Kantar shows: X% of Argentines made their first international digital purchase in 2025 $MELI leads with XX% share especially in tech & fashion Trailing behind: $BABA: XX% $AMZN: XX% Temu: XX% Shein: X% Despite aggressive newcomers $MELI remains the undisputed leader"  
[X Link](https://x.com/wolfofharcourt/status/1974027878867350016) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-03T08:24Z 18.7K followers, 22.5K engagements


"🚨 Indonesia has suspended TikToks registration after it failed to meet data-sharing rules Authorities cited links between TikTok Live and online gambling during recent protests. Extremely bullish for $SE. Shopee now has free rein in live shopping"  
[X Link](https://x.com/wolfofharcourt/status/1974383267576230188) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T07:57Z 18.8K followers, 6462 engagements


"The sophistication of cyberattacks right now is insane. A new malware SorvePotel is exploiting WhatsApp Web to infect Windows systems posing a real threat to corporate networks. Researchers at Trend Micro found it spreads automatically through the desktop version of WhatsApp with a big focus on Brazilian users. Unlike typical malware that goes after data or ransom SorvePotel prioritizes speed and spread delivering a malicious ZIP file that only opens on desktop. Cyberattacks are inevitable resilience is essential. Very bullish $RBRK"  
[X Link](https://x.com/wolfofharcourt/status/1974433860206342312) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T11:18Z 18.8K followers, 3246 engagements


"$MELI JP Morgan trims $MELI PT to $2600 from $2700 keeps Neutral The note is bullish on $SE seeing Shopee gaining ground in Brazil. While Shopees GMV is XX% of $MELI its lower prices mean it likely delivered more items than $MELI in 2024"  
[X Link](https://x.com/wolfofharcourt/status/1974449075149038011) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T12:18Z 18.8K followers, 19.1K engagements


"@contextinvestor @dming One good example I have is $FVRR. Look how much revenue growth has slowed and they also announced XX% lay offs last month"  
[X Link](https://x.com/wolfofharcourt/status/1974489018701316578) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-04T14:57Z 18.7K followers, XXX engagements


"$WISE is in a XX% drawdown. The market seems to be reacting to Stripes new multicurrency features which let businesses hold and manage funds in different currencies with no FX fees. Anyone bullish or bearish"  
[X Link](https://x.com/wolfofharcourt/status/1974778743848833484) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-05T10:08Z 18.8K followers, 9084 engagements


"Mexicos banking landscape is changing fast. The share of multibank customers jumped from XX% in 2022 to XX% in 2024 (VML The Cocktail). Top entities by shared customers: X. BBVA: XX% X. $MELI Pago: XX% X. Banco Azteca: XX% X. Spin by OXXO: XX% X $NU: XX% Within ATMs BBVA remains #1 but $MELI Pago is now #2 a fintech that didnt even appear in the 2022 study. Three of the top five ( $MELI Pago Spin $NU) are fintechs"  
[X Link](https://x.com/wolfofharcourt/status/1975121730860654797) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-06T08:51Z 18.7K followers, 5899 engagements


"$INPST cuts shipping prices for Allegro deliveries starting Nov X New rate: PLN XXXX net (10.95 gross) down from XXXX (11.49). A textbook case of scale economies shared: lower costs passed straight to customers"  
[X Link](https://x.com/wolfofharcourt/status/1975527273261637997) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-07T11:43Z 18.8K followers, 3374 engagements


"$SE Shopee Doubles Down on Brazil Shopee has opened its 14th distribution center in Brazil part of a push to cut delivery times and strengthen its local seller network. Since entering the market in 2019 Shopee has built one of Brazils fastest-growing e-commerce infrastructures key to competing with $MELI and $AMZN who continue pouring capital into regional infrastructure. By decentralizing operations and adding more hubs Shopee aims to improve fulfillment speed boost last-mile efficiency and expand reach for small and mid-sized merchants"  
[X Link](https://x.com/wolfofharcourt/status/1975532372855824788) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-07T12:03Z 18.8K followers, 7484 engagements


"$UBER Sydney Airport PIN System Goes Permanent After a successful 12-month trial $Uber PIN matching tech is now permanent at Sydney Airport. ✅ XX% faster pickups ✅ XX% less driver idle time ✅ XX% higher satisfaction Sydney Airport saw over XX million passengers in 2024"  
[X Link](https://x.com/wolfofharcourt/status/1975826213542433179) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T07:30Z 18.7K followers, 2814 engagements


"$ASML is planning a massive 100-hectare expansion near Eindhoven to meet soaring demand Without ASML machines the further development of AI will slow said the citys mayor Jeroen Dijsselbloem. The site will house up to 20000 new employees matching its current headcount at Veldhoven. 4.1B has been allocated for infrastructure two-thirds funded by the Dutch government and the rest by companies and local municipalities"  
[X Link](https://x.com/wolfofharcourt/status/1976552392071254393) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T07:36Z 18.8K followers, 25.2K engagements


"When money was free $SE could burn billions chasing growth. Now that eras over and thats bullish for those who made it through"  
[X Link](https://x.com/wolfofharcourt/status/1976565798132232697) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T08:29Z 18.8K followers, 5135 engagements


"This weeks earnings Portfolio $ASML Watching $TSM Another earnings season is upon us already"  
[X Link](https://x.com/wolfofharcourt/status/1977313379988763000) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-12T10:00Z 18.8K followers, 4039 engagements


"$NU CEO David Vlez on Norges Banks podcast He shares how AI could transform banking bringing personalised financial services straight to customers pockets and cutting across traditional banking verticals"  
[X Link](https://x.com/wolfofharcourt/status/1977324167419818005) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-12T10:43Z 18.8K followers, 7840 engagements


"@LukaCapital @financialit_net @Adyen Great find thank you 👍"  
[X Link](https://x.com/wolfofharcourt/status/1978227240958652877) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T22:31Z 18.8K followers, XX engagements


"$RBRK revenue consensus since the start of the year: FY 26: $1.10B $1.23B 🟢 FY 27: $1.38B $1.54B 🟢 FY 28: $1.77B $1.93B 🟢 Textbook beat and raise formula from management all year"  
[X Link](https://x.com/wolfofharcourt/status/1978365979731075492) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T07:43Z 18.8K followers, 3497 engagements


"Big milestone for $SE in Brazil Shopee is now the official store for Ford Motorcraft parts. Ford joins over 1000 major brands in Shopees Official Stores section as well as the recently launched Mechanics Club a collection of automotive companies that have seen a XXX% increase in searches and an XX% rise in sales over the past year. This partnership shows Shopees continued push upmarket into higher-value categories expanding beyond everyday consumer goods into automotive parts and accessories"  
[X Link](https://x.com/wolfofharcourt/status/1978402356116222161) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T10:07Z 18.8K followers, 4993 engagements


"@omkar_jagdale Exactly $NU cited similar reasons when they pulled out a year or so earlier. I'd be surprised to see $SE go back into Argentina this soon"  
[X Link](https://x.com/wolfofharcourt/status/1978756288017260879) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T09:33Z 18.8K followers, XXX engagements


"@BpackInvestor I don't think so $NU would have reacted but that wasn't the case"  
[X Link](https://x.com/wolfofharcourt/status/1978775029404885049) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T10:48Z 18.8K followers, XX engagements


"JPM heard the $SE rumours and believes they are FUD too"  
[X Link](https://x.com/wolfofharcourt/status/1978785149337718840) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T11:28Z 18.8K followers, 3522 engagements


"@GabrielGamrat I think it'll be a similar case of the Shopify and OpenAI announcement in the US. The real value is who controls the back end not the front end"  
[X Link](https://x.com/wolfofharcourt/status/1978988268570947878) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-17T00:55Z 18.8K followers, XXX engagements


"Current Priority Watchlist Wise $WISE Axon $AXON Hermes $RMS Coupang $CPNG Hims & Hers $HIMS What's on yours"  
[X Link](https://x.com/wolfofharcourt/status/1929132868573495460) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-06-01T11:08Z 18.8K followers, 16.4K engagements


"$ADYEN is partnering with $LVMH to unify payments across 1000+ stores in Europe APAC and the Americas. LVMH reported 86B in revenue in 2024. Big win for $ADYEN"  
[X Link](https://x.com/wolfofharcourt/status/1968625322175217868) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-18T10:37Z 18.8K followers, 4357 engagements


"$ADYEN teams up with Simons Canadas oldest family-owned retailer to bring Klarna AliPay & WeChat to checkout. Powering payments across XX stores and e-commerce $ADYEN links all channels for flexible payments & deeper customer insights"  
[X Link](https://x.com/wolfofharcourt/status/1971154046523408824) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-09-25T10:05Z 18.8K followers, 2689 engagements


"Portfolio Review - September 2025 $MELI $META $SE $AMZN $NU $ADYEN $ASML $MSFT $ABBV $EVO $RBRK $UBER $INPST $V $TXN $NIO Three positions I added to Q3 and YTD performance and current buy list. Full review👇"  
[X Link](https://x.com/wolfofharcourt/status/1973359204430946357) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-01T12:07Z 18.8K followers, 8415 engagements


"If youre wondering why $NU applied for a US banking licence watch this interview with Co-Founder & Chief Growth Officer Cristina Junqueira. Shes already based in Miami and set to lead US operations where $NU now has XXX employees on the ground"  
[X Link](https://x.com/wolfofharcourt/status/1975168548147241023) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-06T11:57Z 18.8K followers, 8757 engagements


"$ASML Earnings Preview $ASML reports Q3 2025 results tomorrow morning. Consensus expects: Revenue: 7.73B (+4% YoY) EPS: XXXX (+2%) As always all eyes will be on net bookings which tend to be volatile quarter to quarter"  
[X Link](https://x.com/wolfofharcourt/status/1978079481261871483) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T12:44Z 18.8K followers, 5104 engagements


"$ASML Q3 2025 Earnings are OUT Revenue: 7.52B +1%% YoY (Est 7.73B 🔴) EPS: XXXX +4% YoY (Est XXXX 🟢) Full earnings review will be covered in the newsletter this week"  
[X Link](https://x.com/wolfofharcourt/status/1978338461288481204) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T05:53Z 18.8K followers, 4305 engagements


"$ADYEN S&P Global projects net revenue growth to accelerate in 2026"  
[X Link](https://x.com/wolfofharcourt/status/1978390165497507970) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T09:19Z 18.8K followers, 3597 engagements


"$ADYEN and Cloudflare $NET team up to enable agentic commerce Theyre adopting a new protocol Web Bot Auth developed by Cloudflare and Visa. This standard helps vendors verify trusted AI shopping agents while keeping checkout seamless for consumers"  
[X Link](https://x.com/wolfofharcourt/status/1978718269768180014) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T07:02Z 18.8K followers, 3079 engagements


"$NU Investment Thesis After spending the past six months researching the company here is my take on $NU If you find the content valuable a RETWEET really helps 🙏 Link below 👇"  
[X Link](https://x.com/wolfofharcourt/status/1806297675484037517) [@wolfofharcourt](/creator/x/wolfofharcourt) 2024-06-27T12:04Z 18.8K followers, 126.5K engagements


"$MELI partners with Flash to transform how used cars are bought and sold in Argentina Sellers can now: X. Get a free inspection to determine value X. Accept an instant offer and get paid in 24h X. Auction to 5000+ dealers (paid in XX days) X. List directly on $MELI with verified reports Flash handles everything: paperwork signing and payments. A major step toward improving the experience for 40000+ sellers each month in Argentinas 150k-unit used car market"  
[X Link](https://x.com/wolfofharcourt/status/1975487934553014506) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-07T09:06Z 18.8K followers, 9237 engagements


"$MELI is turning up the heat in Brazil Starting Oct XX subscribers get free same-day shipping on orders over R$19. In June $MELI made its biggest move in X years by cutting the free shipping threshold from R$79 to R$19. Four new fulfillment centers are coming by end-2025"  
[X Link](https://x.com/wolfofharcourt/status/1975822055024271477) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T07:14Z 18.8K followers, 10.3K engagements


"$SE revenue consensus keeps climbing this year: 2025: $19.9B $21.8B 🟢 2026: $23.1B $26.7B 🟢 2027: $26.5B $31.0B 🟢 Stock: +80% YTD. Momentum backed by fundamentals"  
[X Link](https://x.com/wolfofharcourt/status/1975889141109022749) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-08T11:40Z 18.8K followers, 10K engagements


"$MELI revenue consensus since the start of the year: 2025: $25.7B $28.2B 🟢 2026: $31.2B $35.7B 🟢 2027: $37.4B $43.4B 🟢 Wall Street keeps underestimating this business year after year which is great news for those of us doing the work"  
[X Link](https://x.com/wolfofharcourt/status/1976218451271450762) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-09T09:29Z 18.8K followers, 12.9K engagements


"Very interesting interview from Alan Meyer VP of $MELI Marketplace for the Andean Region a part of $MELI that rarely gets attention given its smaller scale compared to Brazil Mexico and Argentina. This year we expected to grow XX% in Peru but we are already close to 50%. While Peru remains a smaller operation (about one-tenth the size of Chile) its expanding at a much faster pace and has significant development potential. The key challenge is SME digitization. In Chile over 30000 small and medium businesses sell on $MELI compared to just 2000 in Peru. As Meyer puts it: We have the technology"  
[X Link](https://x.com/wolfofharcourt/status/1976260508224545249) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-09T12:16Z 18.8K followers, 15.9K engagements


"@david_np24766 $MELI building the critical infrastructure in LatAm"  
[X Link](https://x.com/wolfofharcourt/status/1976446696226947266) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T00:36Z 18.8K followers, XXX engagements


"$MELI is testing the waters in Brazils multi-billion-dollar online pharma market $MELI acquired a local drugstore a legal requirement to sell medicines online and will use it to pilot the model before expanding. Unlike traditional chains $MELI doesnt plan to run a nationwide pharmacy network. Instead the goal is to let small and medium drugstores sell through its platform improving access and modernizing a heavily regulated sector. "The pharmaceutical sector is the only one in Brazil that we do not operate in. It's a sector where we see potential for improvement in access. We want to be a"  
[X Link](https://x.com/wolfofharcourt/status/1976591376092717097) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T10:11Z 18.8K followers, 16.2K engagements


"The optionality this gives $MELI from that float is enormous. "Over 1M people now collect their allowances through MercadoPago. Until 2022 most withdrew cash within XX hours earning 0%. Today XX% keep it digital over $36.9B circulating in the formal economy.""  
[X Link](https://x.com/wolfofharcourt/status/1976604561893990473) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-10T11:03Z 18.8K followers, 6190 engagements


"$ABNB biggest problem is a lack of focus. These buzzwords are all well and good but do travellers really want another social network"  
[X Link](https://x.com/wolfofharcourt/status/1976905062774718583) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-11T06:57Z 18.8K followers, 6325 engagements


"$LVMH first Sephora store in Ireland is going to be insanely busy"  
[X Link](https://x.com/wolfofharcourt/status/1977685970494669037) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-13T10:40Z 18.8K followers, 4872 engagements


"If Waymo truly plans to never compete with $UBER and instead sees them as a long-term partner thats enormously bullish"  
[X Link](https://x.com/wolfofharcourt/status/1977699243084173737) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-13T11:33Z 18.8K followers, 20.8K engagements


"$MELI Maintained at Positive by Susquehanna PT cut to $2900 from $2975"  
[X Link](https://x.com/wolfofharcourt/status/1978045827747901769) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T10:30Z 18.8K followers, 5713 engagements


"$MELI is entering a new chapter. Founder @marcos_galperin begun succession planning three years ahead of January 2026. Heres what this means for $MELI and how the company is preparing for life after its founder 👇"  
[X Link](https://x.com/wolfofharcourt/status/1978061492600926286) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-14T11:33Z 18.8K followers, 8705 engagements


"When $AMZN entered Latin America in 2013 $MELI board debated shutting down Mexico. The safe move was retreat. Instead they 7xd marketing spend. Their message: Every square metre of Latin America will cost you. What a banger of a quote"  
[X Link](https://x.com/wolfofharcourt/status/1978423482728800360) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T11:31Z 18.8K followers, 8854 engagements


"Bad day to have almost XX% of your portfolio in $MELI and $SE Good day to have a X% cash position 🛒"  
[X Link](https://x.com/wolfofharcourt/status/1978591174396121461) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-15T22:37Z 18.8K followers, 14.6K engagements


"$UBER Guggenheim initiates coverage with a Buy rating and $XXX PT They cite $UBER edge in scale tech and brand as key advantages in the evolving mobility market. Guggenheim sees AVs making up XX% of U.S. rideshare by 2035 with $UBER well-positioned to benefit. They also highlight renewed Delivery momentum expecting sustained double-digit growth even as Rides remains the core driver"  
[X Link](https://x.com/wolfofharcourt/status/1978738347934928983) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T08:22Z 18.8K followers, 7789 engagements


"Possible reasons behind $SE XX% selloff yesterday: X. At a Barclays event an exec answered a theoretical worst-case question on margins saying theyd be flat (with GMV still rising) in that unlikely scenario. The context was lost and rumors spread that margins would be flat in reality. Credit @WaterworldCapi1 for sharing this (cant retweet as the account is private). X. Separate chatter suggests Shopee could be entering Argentina which may explain why $MELI also dropped on the day. Neither of these in my view justify a XX% selloff. Markets often react first and clarify later"  
[X Link](https://x.com/wolfofharcourt/status/1978749984544792708) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T09:08Z 18.8K followers, 19.5K engagements


"$NVDA advertising in the $UBER app. I don't own enough $UBER"  
[X Link](https://x.com/wolfofharcourt/status/1978806738187895229) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-16T12:54Z 18.8K followers, 15.8K engagements


"$NU Maintained at Neutral by UBS PT raised to $XX from $15.60"  
[X Link](https://x.com/wolfofharcourt/status/1979442020432409069) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T06:58Z 18.8K followers, 2833 engagements


"$ASML Q3 2025 Earnings in Charts The stock is up almost XX% over the past X weeks. Here are X standout visuals from the quarter: X. Net Bookings"  
[X Link](https://x.com/wolfofharcourt/status/1979487262175019086) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T09:58Z 18.8K followers, 10.5K engagements


"5. Free Cash Flow $ASML"  
[X Link](https://x.com/wolfofharcourt/status/1979487280042787295) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T09:58Z 18.8K followers, 3118 engagements


"$MELI leads Mexico e-commerce app traffic with 34.9M MAUs outpacing $AMZN at 26.3M. Engagement leadership is one of the best forward signals for share of GMV and monetization power. Source: SimilarWeb"  
[X Link](https://x.com/wolfofharcourt/status/1979503985553035617) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-18T11:05Z 18.8K followers, 34.7K engagements


"Been thinking a lot about the impact stablecoins could have on the payments industry. My knowledge of stablecoins is limited but the mental model is simple. $V and $MA exist to provide trust. When a buyer does not know the seller and the seller does not know the buyer trust is the thing that makes the exchange possible. For $V and $MA trust really has three parts: reliability security and confidence in the transaction being honoured on both sides. Stablecoins will face the exact same requirement. A stablecoin issued by $V or $MA will inherently carry more trust than a coin issued by a random"  
[X Link](https://x.com/wolfofharcourt/status/1979812509696831584) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T07:31Z 18.8K followers, 7084 engagements


"@BramVGenechten $V too"  
[X Link](https://x.com/wolfofharcourt/status/1979821654634328296) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T08:07Z 18.8K followers, XXX engagements


"@paladinvestor These are the ones it would make most sense to be able to pull it off. $MELI credit card runs on Mastercard but you can pay direct via Pago. That risk is already in play regardless of stable coins"  
[X Link](https://x.com/wolfofharcourt/status/1979838220922957871) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T09:13Z 18.8K followers, XXX engagements


"@davey_juice Very noticeable whilst $MELI keeps going up and to the right"  
[X Link](https://x.com/wolfofharcourt/status/1979838441740521824) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T09:14Z 18.8K followers, XXX engagements


"This weeks earnings Portfolio $EVO Watching $NFLX $TSLA"  
[X Link](https://x.com/wolfofharcourt/status/1979856004973199418) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T10:23Z 18.8K followers, 4208 engagements


"$MELI is not just the most used shopping app in Mexico it is also the most engaged. Latest data shows $MELI has the highest DAU to MAU ratio beating $AMZN AliExpress Shein and Temu. Engagement like this compounds into lower CAC higher LTV and superior unit economics"  
[X Link](https://x.com/wolfofharcourt/status/1979881364049870955) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T12:04Z 18.8K followers, 11K engagements


"I often hear the $INTR vs $NU argument on valuation. But quality in the form of execution and customer trust matters. Brazilian Central Bank complaint data shows $NU has XX valid complaints per 1m customers. $INTR is at XXXX. $NU is in a league of its own"  
[X Link](https://x.com/wolfofharcourt/status/1979898925265076443) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T13:14Z 18.8K followers, 5433 engagements


"@Seeglerino Thats a good point. At the moment Visa is testing the use of stablecoins instead of pre-depositing cash in local accounts for cross-border payments"  
[X Link](https://x.com/wolfofharcourt/status/1980035648305434763) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T22:17Z 18.8K followers, XX engagements


"@macaronicapital Once the share prices drives the sentiment"  
[X Link](https://x.com/wolfofharcourt/status/1980036965115510809) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T22:22Z 18.8K followers, XX engagements


"@WealthyReadings My knowledge of stablecoins is very limited but the mental model of what a payment method needs to solve is still the same hence why I think the likes of $V and $MA are well positioned here. As you said thats if stablecoins take off at all"  
[X Link](https://x.com/wolfofharcourt/status/1980044717137305958) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-19T22:53Z 18.8K followers, XXX engagements


"The winners in Agentic AI will be the ones with the deepest proprietary data. In Latin America nobody has more e-commerce data than $MELI. The $MELI Personal Assistant is the first step"  
[X Link](https://x.com/wolfofharcourt/status/1980164273226875054) [@wolfofharcourt](/creator/x/wolfofharcourt) 2025-10-20T06:48Z 18.8K followers, 2779 engagements