GOOGLE’S $GOOGL GEMINI GROWING MUCH FASTER THAN CHATGPT CURRENTLY… GEMINI IS TAKING SHARE. BULLISH GOOGLE! 📈

$NU Mexico is firing on all cylinders With over 12 million customers, $NU has added 1 million new customers per quarter for seven consecutive quarters!

$NU in two pictures. And keep in mind they’ve done this with a tough macro backdrop..

Averaged up on $gamb. Great quality business trading at a cheap price.

I think competitors will struggle to compete with $GOOG, because Google has billions of users they sell ads to. This lets them offer products like Gmail and Chrome for free. But when you're a new company like Perplexity, without billions of users to sell ads to, then you need a

It is kinda crazy that every threat to $GOOG’s moat in Search is assumed to be successful (from the investment community), yet no threat to $NVDA’s moat in GPUs/CUDA is even discussed.

Google's $GOOGL dislocation in net income compared to stock price continues as net income is far and away at all-time highs while Google's stock price is nowhere near it... It is simply a matter of time. In the long run stock price will always EVENTUALLY follow net income of a

$HIMS / $NVO LAWSUIT RISK IS ALL NOISE Why would $NVO risk so much for so little potential gain? A lawsuit should be a last resort - it can swing in either direction. $NVO is a $233B company $HIMS is a $10B company Wegovy sales are up ~20,000% in 3 years. Over $7B in revenue

$tsm up 63% since this tweet. In 3 months!

Couldn't agree more. I wouldn't touch these great quality businesses even after a 50% correction from here! They will be disappointing investments from here. Price matters! $app $lly $avgo $intu $veev $fico $cdns $wpm $now $bsy

🚨 $MEDP Q2 '25 Earnings: Double Beat, Net New Biz Reaccelerates Q2 '25 Results: 📈 Revenue: $603.3M vs. $539.3M est. (+14.2% YOY, +11.9% beat) 💰 EPS: $3.10 vs. $2.99 est. (+12.7% YOY, +3.7% beat) Key Metrics: 🧾 Net New Business Awards: $620.5M (+12.6% YOY) 📚 Net

$medp up 45% after earnings! This is crazy. I was buying this at 52 week lows.

Congratulations $medp holders! When a quality compounder goes on sale. You buy and hold!

What Medpace $MEDP has done this year with buybacks should be what one should expect from a larger part of publicly traded corporations 1. Manage low expectations 2. Repurchase 10% of shares outstanding at a great valuation 3. Raise expectations once the buyback is complete

$medp up over 55% on the same day! I was buying this at 52 week lows. This is now my second biggest holding because of the spike. Buy good quality businesses on the dip and hold on!

What Could $DLO Do Next? $DLO built a strong business by solving a hard problem. They help global companies collect payments and send money in emerging markets. That is already valuable. But when I look at their infrastructure and where they operate, it is clear they could do a

Is this a dying business? $GOOGL

I present, Google's dying search business:

- ''A hidden gem'' - My $DLO Thesis! DLocal shares have fallen over 85% since its IPO, but the ''new'' CEO, Pedro Arnt is turning things around. Growth is accelerating and profits are increasing. 🧵A big thread -Let's dive in 👇

$NVO ’s new CEO: “We have two priorities: Advance our pipeline and innovation over the long term Maximize what we already have in the short term through strong operational execution” #stocks #Investing