$DE — FinTwit mentions on Surfaced

$DE — FinTwit mentions on Surfaced

Recent mentions

33 mentions

@invesquotesJul 13, 2026 · 2:55 PM

A couple of years ago I read an interview made by @JRogrow to Jerome Dodson (founder of Parnassus Investments). The quote below stuck with me and molded by investment philosophy: "Many of our biggest winners have been companies that operate in cyclical industries with secular growth drivers. When their business cycle turns down, investors become overly pessimistic and extrapolate the current negative conditions. They forget the cycle will eventually turn, throw in the towel on the secular growth drivers, and engage in panic selling, pushing the stock to bargain-basement levels. But eventually the cycle turns, and the stock soars higher. It’s difficult to have the courage to buy when everyone else is selling, and this has been an important part of our success." Since then, I've tried to look for similar setups: cyclical (but secular) businesses that the market disregarded because there was no "inflection" in sight. Results of said set-ups (thus far), have been pretty good: 1. Keysight Technologies. $KEYS — 60% CAGR since publish date 2. Medpace $MEDP — 42% CAGR 3. ASML $ASML — 26% CAGR 4. Texas Instruments $TXN — 16% CAGR 5. Deere & Company $DE — 16% CAGR Finding these is tough and patience will be required due to the non-linearity of returns, but they can be pretty profitable (more so on a risk-adjusted basis). Any similar setups come to mind today? Feel free to leave them in the comments!

@invesquotesMay 26, 2026 · 1:57 PM

Just published an update on $DE earnings. I go over the results and the current valuation after the recent "normalization." In the usual place! https://t.co/3sulNGdu7v

@cobraalertsApr 23, 2026 · 6:48 PM

$DE UP 40%+ 🚨🐍

@vulturetradesApr 23, 2026 · 6:47 PM

$DE Up 40% here at 3.00 from 2.20 🔥 https://t.co/px1AHsfpy3

@cobraalertsApr 23, 2026 · 6:40 PM

$DE UP 30%+ 🐍🚨

@cobraalertsApr 23, 2026 · 6:36 PM

$DE 670 CALL 5/15 @ here 🐍🚨

@vulturetradesApr 23, 2026 · 6:36 PM

$DE 670 Call 5/15 here 🚨

@cobraalertsApr 23, 2026 · 6:36 PM

A+ set up 👇 $DE 670 CALL 5/15 @ 1.50 🐍🚨

@vulturetradesApr 23, 2026 · 6:36 PM

$DE swinging $50k in calls

@vulturetradesApr 23, 2026 · 6:35 PM

High Confidence 🚨 $DE 670 Call 5/15 at 1.50

@cobraalertsApr 23, 2026 · 6:35 PM

$DE 670 CALL 5/15 @ 1.50 🚨

@vulturetradesApr 23, 2026 · 6:35 PM

$DE 670 Call 5/15 at 1.50 🚨

@cobraalertsApr 23, 2026 · 6:35 PM

$DE 670 CALL 5/15 @ 1.50 🐍🚨

@vulturetradesApr 23, 2026 · 6:29 PM

$DE 2.70 from 2.20 new highs https://t.co/17s6HhsbrR

@cobraalertsApr 23, 2026 · 6:28 PM

$DE call from 2.20 > 2.70 🙏🐍

@cobraalertsApr 23, 2026 · 6:06 PM

$DE 2.20 to 2.60+ 🐍🙏

@vulturetradesApr 23, 2026 · 6:03 PM

$DE 20% at 2.50 from 2.20 🔥

@vulturetradesApr 23, 2026 · 4:52 PM

$DE looks A+

@cobraalertsApr 23, 2026 · 4:51 PM

$DE over 590 can print big to $600+

@vulturetradesApr 23, 2026 · 4:51 PM

$DE can run with $CAT

@vulturetradesApr 23, 2026 · 4:51 PM

High Confidence 🚨 $DE 650 Call 5/15 at 2.20

@cobraalertsApr 23, 2026 · 4:51 PM

$DE 650 CALL 5/15 @ 2.20 🚨🐍

@vulturetradesApr 23, 2026 · 4:51 PM

$DE 650 Call 5/15 at 2.20 🚨

@blackpanthercapApr 9, 2026 · 6:17 PM

Me too. The more I looked into it, the more potential I kept seeing. I really think people underestimate the potential in term of farming especially; John Deere $DE as a customer. That sector is huge, and all machines will over time need to be adjusted to AI and 'self-harvesting.'

@blackpanthercapApr 9, 2026 · 6:03 PM

I’ve finally pulled the trigger on a new position that I think is going to be a cornerstone of my holdings for the next decade. I’m officially long $OUST (Ouster, Inc.). If you’ve been following my "long-term trilogy"; $ONDS, $KRKNF, and $AMPX then you know my vibe. I’m looking for companies that aren't just "tech stocks," but the actual backbone of the next industrial revolution. I’ve added more to those three recently, and $OUST is joining them as a permanent fixture in the long-term bucket. Here is the lowdown on why I’m so high on this one. One of my favorite Peter Lynch rules is the "Mall Walk" test. Basically, if you can see a company’s products working in the real world, you’re onto something. With $OUST, it’s everywhere if you look: Warehouse tech: Those autonomous forklifts and robots moving boxes? That’s often Ouster’s 3D vision. Smart Cities: Ever see those sensor pods on traffic lights? They’re replacing those old-school wires in the asphalt to make intersections safer. Security: High-end perimeter sensors that don't freak out every time a cat walks by? That’s Ouster’s "Gemini" software at work. We talk a lot about AI in the digital sense (like ChatGPT), but "Physical AI" is where things get real. Machines need to "see" and "think" in 3D to move through our world. Ouster is the leader in Digital LiDAR. While their competitors are mostly using "analog" tech (think vacuum tubes; clunky and expensive), Ouster has shrunk the tech onto two simple chips. It’s the same shift we saw from film cameras to digital. It’s cheaper, it’s smaller, and it scales way better. When I look at who is actually using this tech, it’s a "who’s who" of heavy hitters. We aren't talking about speculative startups; we’re talking about +850 customers including: > Retail/Logistics: $AMZN & $SERV > Industrial Giants: $DE (John Deere) > Government: NASA, US Army, US Navy, @anduriltech If the Army and NASA trust your "eyes" to guide their hardware, you’ve probably got the best tech on the block. Right now, the TAM is solid, $OUST sit on around 4% of the market, but we’re only scratching the surface of a +20% CAGR in the immediate sensing market. However, the future potential TAM is where the "tenbagger" potential lives. As we move toward fully autonomous shipping, port automation, and mass-market vehicle safety, the ceiling for LiDAR basically disappears. If you look at the chart, $OUST has been beaten up lately. It’s down about 35% over the last six months. The whole market is jittery about interest rates and oil. They had a huge Q4, but some of it was a one-time royalty check. The "smart money" used that as an excuse to exit, but the actual product sales are still growing like crazy (shipped 25k+ units last year). The company is debt-free with over $210M in cash. In Lynch terms: a company that has no debt can’t go bankrupt. They have a 7-year runway to just keep innovating even if the economy stays weird. Final Thoughts I’m treating $OUST just like my positions in $ONDS, $KRKNF, and $AMPX. This is a conviction play. This case requires patience. It won’t go to the moon tomorrow. But with their tech advantage and customer base, I truly believe $OUST is a potential tenbagger over the next 5 to 10 years. Stay patient, stay long. -BP Please note: This is not financial advice.

@aleabitoredditMar 22, 2026 · 3:02 AM

JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.

@invesquotesMar 5, 2026 · 10:43 PM

I’ve identified two sets of common traits in my biggest winners: 1. Cyclical businesses riding long-term secular trends: there will most likely be a time when nobody wants to own them $KEYS $DE 2. Good (not necessarily exceptional) businesses managed by exceptional people $MEDP

@invesquotesFeb 23, 2026 · 6:25 PM

Published this on Deere $DE 🔗 in profile! https://t.co/KueuAnAfNZ

@amitisinvestingFeb 19, 2026 · 8:34 PM

The growth to value rotation is becoming one of the most fascinating things in the market when you really read how fund managers are discussing it. I'm going through $DE Deere Q1 earnings. It's seen as an industrial part of the stock market. Sales are up 13% YoY. Net income is down 25% YoY. Operating profit is down 59% YoY. This stock trades at 35x earnings and is up 42% YTD. One fund manager who owns it from Gamco Investors: "It is important to note that companies like Deere make 'things,' tangible items that cannot be disintermediated by AI." Really? That's why you're paying 35x earnings for a company with declining EPS growth? Because they make 'THINGS' that are physical? $DE is a great company and deserves a multiple but we are at the stage of this market where there is so much concern over AI commoditizing everything that now fund managers are plowing into companies that make physical things for the sake of not being in a sector that AI can replace. I think eventually this market wakes up and says that paying that much for negative growth does not make sense, AI is not going to destroy every sector alive, and worst case -- if AI is actually eating the world, then $NVDA should be much, much higher than now because all of that demand will come right back to the epicenter of AI. Verizon, Coke, Deere...all being preferred for negative/low growth vs $META, $GOOGL, $AMZN. Have no idea when but it does feel like things will eventually flip.

@invesquotesFeb 19, 2026 · 11:18 AM

Deere reports apparently strong Q1 earnings and reinforces the bottom of the cycle this fiscal year Shared a fairly detailed report for free almost two years ago (how time flies, wow) $DE

@blackpanthercapDec 21, 2025 · 2:50 PM

3/ Trend 2: Robotics Automation surge incoming with AI. Top picks: $ONDS (drone/autonomy tech) $SERV (service robots) $KRKNF (subsea intelligence $DE (autonomous farming) Robots can hit prime time in 2026. Early movers can compound hard.

@blackpanthercapDec 21, 2025 · 2:50 PM

1/ Everyone’s asking: “What should I buy for 2026 gains?” Here’s 4 unstoppable megatrends trends for 2026 to lock in the AI explosion: NFA. DYOR. Thread 🧵 TLDR: $IREN, $NBIS, $CIFR, $WULF, $ONDS, $SERV, $KRKNF, $DE, $TE, $EOSE, $FLNC, $RKLB, $PL, $ASTS, $LUNR. https://t.co/TAFHhUp484

@ftr_investorsNov 22, 2025 · 9:06 AM

After another volatile week, the upcoming one will be much quieter on the earnings front because of Thanksgiving 🦃 What’s on the schedule? Tuesday: $BABA, $NIO, $DELL, $WDAY Thursday: $DE What’s on your schedule — catching your breath after last week? 😉 https://t.co/y1ylmscfVM