@AuditTheHerd Avatar @AuditTheHerd Audit The Herd

Audit The Herd posts on X about $tem, ai, $path, $lmnd the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands celebrities cryptocurrencies countries financial services automotive brands social networks exchanges

Social topic influence $tem #5, ai, $path #55, $lmnd #36, business, $odd #6, $hims #185, in the, if you, $googl

Top accounts mentioned or mentioned by @mattscottcap @jakebrowatzke @cedarstresearch @spike1567 @aviagrawaal @jkeynesalpha @cesarsroy @davyinvests @elonmusk @wearycenturion @sergeant991 @nerdcapk @audittheherd @theronnievshow @bjmtweets @kabraxfx @420elonmusk6967 @incomearca9csr @growthstocks54 @lemonadeinc

Top assets mentioned Tempus AI, Inc. (TEM) UiPath, Inc. (PATH) Lemonade, Inc. (LMND) ODDITY Tech Ltd (ODD) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT) Duolingo, Inc. (DUOL) The Root Network (ROOT) Palantir Technologies Inc. (PLTR) Iris Energy Limited (IREN) ZetaChain (ZETA) Sea Limited (SE)

Top Social Posts

Top posts by engagements in the last [--] hours

"My main account @DAVYinvests was recently suspended without a specific reason provided. My content has always been original long term investment analysis and commentary educational non spammy and shared in good faith. @elonmusk @nikitabier @X @premium (Continued below) @DAVYinvests Has had his account completely locked down He is now struggling to even logon and send private messages and is on the verge of giving up and calling it a day He has tried every possible way of contacting X but to no avail @nikitabier @elonmusk @premium @X This @DAVYinvests Has had his account completely locked down"
X Link 2025-12-19T19:37Z [--] followers, 19.4K engagements

"@weary_centurion @DAVYinvests @nikitabier @elonmusk @Support Thanks Weary 🙏"
X Link 2025-12-20T21:53Z [--] followers, [--] engagements

"@CedarStResearch @elonmusk Did it park in Hoboken too Lived there [--] years and probably had [---] parking tickets 🥴"
X Link 2025-12-21T14:54Z [--] followers, [--] engagements

"I will be giving the link soon. Please feel free to share if it helps and check out other content on $PATH (@wealthmatica wrote a great piece that covers much more than mine)"
X Link 2025-12-29T11:46Z [---] followers, [---] engagements

"My $PATH Thesis Ive been piecing together alot of the thoughts in my head around the company and thought Id share. Hope it gives more insight. Please share and consider subscribing on substack if you felt it was helpful. https://open.substack.com/pub/isolatedalpha/p/ui-path-the-forgotten-automationr=3mcyrp&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/isolatedalpha/p/ui-path-the-forgotten-automationr=3mcyrp&utm_medium=ios&shareImageVariant=overlay"
X Link 2025-12-29T13:20Z [---] followers, [----] engagements

"@weary_centurion @TheLongInvest Im biased towards $ODD obviously but i understand why you did this. Looking forward to your updates on it China is a little iffy for me even though the valuation on some of the companies is absurd. You should do well here 👍"
X Link 2025-12-29T13:37Z [---] followers, [---] engagements

"2026 Core portfolio $PATH $LMND $ODD https://open.substack.com/pub/isolatedalpha/p/why-i-own-lmnd-odd-and-pathr=3mcyrp&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/isolatedalpha/p/why-i-own-lmnd-odd-and-pathr=3mcyrp&utm_medium=ios&shareImageVariant=overlay"
X Link 2025-12-31T13:45Z [---] followers, [---] engagements

"@weary_centurion Great write up - I think dines leaving would be a huge problem for the company. I dont see it happening though its his baby"
X Link 2026-01-01T17:31Z [---] followers, [---] engagements

"@MitchMartan98 @mangel_44 @FinDataJay This is fantastic @MitchMartan98 and @mangel_44 Try reinforces all my research and hands on experience"
X Link 2026-01-02T13:59Z [---] followers, [---] engagements

"I will be putting out a new thesis next week on a company hopefully my old account is reinstated by then (DAVY). Here is my recent thesis on $PATH (largest position). https://substack.com/@isolatedalpha/note/p-182706887 https://substack.com/@isolatedalpha/note/p-182706887"
X Link 2026-01-03T14:12Z [---] followers, [---] engagements

"@bjmtweets The fully integrated advantage isn't just about the datait's about the irreversible architectural decisions required from inception. $LMND had the luxury of building everything greenfield API first AI native no legacy integrations starting as a blank slate in 2016"
X Link 2026-01-03T21:32Z [---] followers, [---] engagements

"@bjmtweets Hmm "general experience" this completely overlooks the specialized depth in bridging legacy systems with agentic AI. Automating non API legacy apps via UI interactions isn't just "general workflow knowledge" it's a niche expertise built over 10+ years"
X Link 2026-01-03T22:05Z [---] followers, [---] engagements

"@bjmtweets Majority of UI paths employees are from Microsoft (including dines) does that mean they have the same potential as Microsoft"
X Link 2026-01-03T22:11Z [---] followers, [---] engagements

"@bjmtweets @_j__f Is this how you debate You set up an LLM to have a biased perspective to prove a point Come on brian. Youre smarter than that"
X Link 2026-01-03T22:39Z [---] followers, [---] engagements

"Nice to see you back contrarian. It was partially my fault as I had used a Google image (DAVY ended up being an Irish hedge fund) my dumb luck which I own. The problem is I got no warning to take it down and was immediately locked out of my account with no support. Its been almost a month and all of my appeals have gone on deaf ears with little response. Im holding a little bit of hope but the community on here (including you) is what keeps me trying. Really appreciate the support 🤝 https://twitter.com/i/web/status/2009986749586350143 https://twitter.com/i/web/status/2009986749586350143"
X Link 2026-01-10T13:52Z [---] followers, [--] engagements

"@mattscottcap Ive been the biggest skeptic on Cathie for a while but more so on the timing. I think $ARKG is setting up for a nice move very soon. Definitely look into $TEM and let me know your thoughts"
X Link 2026-01-10T14:10Z [---] followers, [---] engagements

"Im not a big fan of $ROKU but thats the only big call out. I think most people will look at Eric Lefkofskys history with Groupon and automatically dismiss him (I kind of did). But Ive watched so many interviews with him and have begun to understand his thinking. Im confident he is building something that will change the entire space. Its similar to the $LMND model. https://twitter.com/i/web/status/2009992649596436823 https://twitter.com/i/web/status/2009992649596436823"
X Link 2026-01-10T14:16Z [---] followers, [--] engagements

"@JKeynesAlpha @hypergrowth102 @JKeynesAlpha I like it alot along with $PATH 🤝"
X Link 2026-01-10T14:45Z [---] followers, [---] engagements

"Thanks $TEM will likely continue to trade at a premium as long as growth continues (which there is no reason it shouldnt). Usually Id wait for it to become cheaper but thats often a mistake. My plan is to watch the company like a hawk and continue to DCA. Potentially could retest the $50 range where I will add more. These prices will be meaningless in the next 5-10 years. https://twitter.com/i/web/status/2010068084967530846 https://twitter.com/i/web/status/2010068084967530846"
X Link 2026-01-10T19:15Z [---] followers, [---] engagements

"@jakebrowatzke Are you reevaluating your $LMND position"
X Link 2026-01-10T20:34Z [---] followers, [---] engagements

"$LMND The interview with Daniel was extremely well done. Great questions and answers. I have some thoughts on the socialist aspect but thats a topic for a different discussion. Anyways I dont usually put that much importance with trust pilot reviews (especially with insurance) but I have noticed some poor reviews recently especially on the pet business. This has always been a solid cash flow for $LMND and I expect some of it is due to the premium increases theyve been taking. Does anyone have anymore insight into this Not a thesis breaker for me at all just trying to understand all of the"
X Link 2026-01-11T12:19Z [---] followers, [----] engagements

"@MMMTwealth Ayoo its Davy. Funny you mention $tem. Just bought some last week. Did a write up if youre interested. Likely will trade at a premium as long as execution is solid. https://t.co/AVKpPLtcXd Reposting as original link was broken. Let me know your thoughts https://t.co/AVKpPLtcXd Reposting as original link was broken. Let me know your thoughts"
X Link 2026-01-11T13:54Z [---] followers, [----] engagements

"$TEM The scary thing is - this could just be the start"
X Link 2026-01-12T01:20Z [---] followers, [---] engagements

"$PATH I understand why investors tend to get hung up on terms like "RPA" bc the field is moving so fast with AI that the old label can feel a bit behind the times. The "RPA" tag now seems somewhat outdated overshadowed by the excitement around more advanced AI tools in the headlines seemingly every day. That said standalone AI agents still often come up short on tasks that demand precision and strict rule following things like claims processing three way matching in accounts payable invoice reconciliation in accounts receivable or any structured workflow that's tightly linked to legacy"
X Link 2026-01-12T12:59Z [---] followers, [----] engagements

"@KabraxFX How big is the IA book compared to embedded I know its growing fast but not sure what that means in proportion to total revenue"
X Link 2026-01-12T23:01Z [---] followers, [---] engagements

"Added heavy to my $PATH and $TEM positions today. Dont follow me though Claude code is replacing them both"
X Link 2026-01-13T16:35Z [---] followers, [----] engagements

"@Birdseyetrader Time. Beta is extremely high and its going to be volatile. The company is performing tremendously. To answer your question there are a lot of calls expiring this Friday. Talk to me next week"
X Link 2026-01-13T16:38Z [---] followers, [---] engagements

"I dont directly disagree with your points but I think the view is a bit black and white. The grey space is where I live. A few thoughts: [--]. RPA isnt going away it evolves and integrates into agentic workflows. Rules based automation remains foundational for enterprises. UiPath is the clear #1 (Gartner/35%+ market share) with Automation Anywhere a distant #2. Others barely register. [--]. New "agentic" tools (Claude etc.) add complexity not simplicity. Theyre great but dont replace RPA. They actually need a conductor to avoid chaos in legacy systems. [--]. Orchestration + governance is the real moat"
X Link 2026-01-13T20:36Z [---] followers, [----] engagements

"$TEM Google announced MedGemma [---] today and it's an impressive update ngl : a compact 4B open model that handles full 3D scans like CTs and MRIs natively with better efficiency plus tight integration with MedASR for precise medical speech to text. On the surface it looks like added pressure on $TEM. But if we step back this feels more like validation than direct competition. A few reasons why: First it's classic sector momentum. Google (already a notable Tempus shareholder) doubling down on multimodal healthcare AI signals how seriously the field is taking precision medicine right now. That"
X Link 2026-01-13T22:17Z [---] followers, [----] engagements

"Take a look at my substack post bc I cover it there. But essentially its a illiquid small cap that is easily manipulated by a couple of big funds. There are some concerns on customer reviews but that is inherent in any DTC. Balance sheet is spectacular revenue growth 20%+ and they will sustains 20% EBITDA margins in the LT. Two new brands launching this year and nothing but tailwinds (+no AI headline ris) https://twitter.com/i/web/status/2011422908963266724 https://twitter.com/i/web/status/2011422908963266724"
X Link 2026-01-14T12:59Z [---] followers, [---] engagements

"@Ron_Trades Do you know $TEM has a 19-20% stake in them"
X Link 2026-01-14T13:32Z [---] followers, [---] engagements

"$TEM Bouncing off the heavy support around $66.3. Id like to buy more cheaper but this just looks like a retest of the descending wedge breakout. My PT is $120. Largest position but not for the faint of heart"
X Link 2026-01-14T16:44Z [---] followers, [----] engagements

"@Sergeant991 Its still very big - Ive just added significantly to my $TEM position. I only trimmed a little bit of $PATH when it ran up"
X Link 2026-01-14T19:29Z [---] followers, [---] engagements

"@JKeynesAlpha Did that $$$ go into $tem"
X Link 2026-01-14T21:00Z [---] followers, [----] engagements

"$TEM The high costs that continue to burden the U.S. pharma industry and healthcare system arise largely from the simple reality that we still do not fully understand the complexity of human biology. Researchers physicians and patients alike have long navigated drug development and treatment choices with only partial maps of the intricate genetic molecular and physiological processes at work. This fundamental uncertainty has led to too many disappointing clinical trial outcomes and treatments that help some people profoundly while leaving others with little benefit. Yet we stand at an"
X Link 2026-01-15T12:39Z [---] followers, [----] engagements

"$PATH Looks like everyone on finx became agentic and RPA experts overnight. Very cool I will try to explain my thoughts. Investing is rarely a simple matter of black and white. It unfolds across a wide spectrum of competing narratives and in the short run those narratives often move prices far more than the underlying fundamentals. $PATH is a clear example. The familiar story that artificial intelligence will completely wipe out robotic process automation has returned with Claude code. This should have been known going into the position. Once again the bearish commentary and heightened"
X Link 2026-01-15T18:21Z [---] followers, [----] engagements

"If I had to put all of my money in one company right now at current prices it would be $PYPL. The stock seems to be in the bottoming process before Q4 but no confirmed reversal signs yet. Still hold roughly $150k worth"
X Link 2026-01-16T13:05Z [---] followers, [----] engagements

"At some point it becomes too ridiculous Ive been saying that for months but now its beyond that point. Q4 should be an inflection especially with Braintree acceleration back to growth. Id like to see them give more clarity on agentic commerce ads and banking. They have so many levers to pull from. https://twitter.com/i/web/status/2012152267722432705 https://twitter.com/i/web/status/2012152267722432705"
X Link 2026-01-16T13:17Z [---] followers, [---] engagements

"In my opinion retail investors should think carefully before allocating capital to high beta names especially in the current environment. Two of my favorite high conviction companies $TEM and $LMND carry elevated betas around or above [---]. For context: Beta measures the degree to which a stocks daily price movements amplify (or dampen) those of the broader market. A beta around/above [--] indicates significantly higher volatility. This elevated volatility has a direct impact beyond short term price swings bc it materially increases a companys cost of equity in a discounted cash flow (DCF)"
X Link 2026-01-16T14:44Z [---] followers, [----] engagements

"$PATH Might get some buying opportunities at the [---] MA. $13.3 is a good place to buy and no I haven't sold my shares. Its part of the process"
X Link 2026-01-16T14:52Z [---] followers, [----] engagements

"Growth 20%+ YoY I think it will get close to that this year but likely next year with maestro. Im not as bullish on maestro as some people but its basically the icing on the cake. The more agentic models you see being created the more the orchestration layer comes into play at the enterprise scale. https://twitter.com/i/web/status/2012178140957913530 https://twitter.com/i/web/status/2012178140957913530"
X Link 2026-01-16T15:00Z [---] followers, [---] engagements

"@i9theghost5 Its predictable right People were ecstatic to buy at $16 but now a false sentiment shift and they lose their shit. I saw $13.3 - will add leaps there if it gets there"
X Link 2026-01-16T16:39Z [---] followers, [--] engagements

"$PATH will continue the streak 🤷♂ Does anyone else on X feel pumped that they're starting the year down -32% I doubt anyone else averages 200% returns either 🚀 All my favorite stocks now present even better opportunities than they did starting the year. I am MOVING to take advantage of this $PATH sale 🤑 https://t.co/qfoVWqJAfz Does anyone else on X feel pumped that they're starting the year down -32% I doubt anyone else averages 200% returns either 🚀 All my favorite stocks now present even better opportunities than they did starting the year. I am MOVING to take advantage of this $PATH"
X Link 2026-01-16T22:34Z [---] followers, [----] engagements

"$PATH In the next 5+ years AI driven disruption in automation is inevitable but the pace and impact will vary significantly by incumbent strength and market dynamics. Consider the parallels: - Google faced early LLM threats to Search yet adapted and thrived. - Lemonade encountered rapid agentic progress but continues to perform solidly. Both benefit from proprietary data moats and entrenched positions. But the core of my thesis on $PATH rests elsewhere. Legacy systems especially in government and large enterprises change at an extremely slow pace. UiPath remains deeply embedded in these"
X Link 2026-01-17T12:16Z [---] followers, 10.9K engagements

"Sentiment isnt a risk imo. We have yet to see any of it in the numbers. Balance sheet is fantastic around $1.4-1.5b in cash no debt. The real risk is RPA business (core for now) doesnt continue to grow and Maestro doesnt catch on. Likely would still see 9-12% growth YoY and will bounce in the $12-14 range as a floor. I see two things happening in that case: 1) Daniel buys a different company to pivot. 2) Google (already a shareholder) buys them out for $14-16. The upside is the business continues to accelerate and maestro pulls through in the coming years once agents have been embedded"
X Link 2026-01-17T12:47Z [---] followers, [---] engagements

"After the @DAVYinvests suspension this is now likely my permanent home (@AuditTheHerd). My legal case is lost in the abyss. If you followed me there for long term investing takes on $TEM $PATH $LMND $ODD etc. I'd love to have you back here. Appreciate the support through this mess 🤝 NFA as always https://twitter.com/i/web/status/2012516590210760884 https://twitter.com/i/web/status/2012516590210760884"
X Link 2026-01-17T13:25Z [---] followers, [---] engagements

"@TheRonnieVShow $MBLY looks interesting will check it out. (Its Davy btw)"
X Link 2026-01-17T13:33Z [---] followers, [---] engagements

"@JKeynesAlpha Fantastic post. $TEM is sitting on a goldmine. I think we will have our Nvdia moment within the next 2-3 years"
X Link 2026-01-17T13:45Z [---] followers, [---] engagements

"@OddityOddballs @investingbyGenZ @BastianelliLore @MontanaMatos @weary_centurion @jakebrowatzke @WolfofKorso @alexcapital01 @InvisibleGains @UnveiledZenith @DenisDoros40517 @Mufasa_Capital @howtoinvest_jb I think $HIMS will have some competition going forward lets just say that. Oddity labs /revela is the differentiator imo"
X Link 2026-01-17T14:28Z [---] followers, [---] engagements

"@7FlyingPlatypus @DAVYinvests DAVY is apparently an Irish hedge fund my dumb luck. Trademark was a Google image bad move on my part but it was unintentional"
X Link 2026-01-17T21:14Z [---] followers, [--] engagements

"@MMMTwealth $tem is way too underlooked"
X Link 2026-01-18T11:05Z [---] followers, [----] engagements

"While $HIMS gets a lot of "AI" hype theres a strong argument that their data strategy is mostly marketing gloss on top of a standard pharmacy business. If we look at this through a more skeptical lens here is why $HIMS 's data play might be more "hollow" compared to the powerhouse $TEM is building: Disclaimer: This isn't a hit piece on HIMS. I've owned the stock in the past. [--]. Proprietary vs. Commodity Data The biggest red flag with HIMS is that none of their data is unique. HIMS Labs is essentially a middleman for Quest or LabCorp. They are collecting "biomarkers" (cholesterol testosterone"
X Link 2026-01-18T13:02Z [---] followers, [----] engagements

"@420elonmusk6967 Really I seem to think the biomarkers and data flywheel thesis on $HIMS is all over the place"
X Link 2026-01-18T13:56Z [---] followers, [---] engagements

"Most Peptides arent FDA approved (GLP-1 is the main one that is) and only a small fraction of them will go through the process. Even if they do get some type of approval fda moves at a snails pace. On top of that you can already buy peptides online there really isnt any MOAT there. https://twitter.com/i/web/status/2012888424827494897 https://twitter.com/i/web/status/2012888424827494897"
X Link 2026-01-18T14:02Z [---] followers, [--] engagements

"@420elonmusk6967 $HIMS will likely be fine. I just think that people dont understand the concept of proprietary data"
X Link 2026-01-18T14:09Z [---] followers, [---] engagements

"@cesarsroy Exactly. I was in HIMS at $6 and have been following the company for a long time I know what theyre good at. Im just trying to explain why they dont have the proprietary data advantage that everyone thinks. There are plenty of things to like about $hims"
X Link 2026-01-18T14:34Z [---] followers, [---] engagements

"@cesarsroy I sold at $50-60 bc of the valuation + GLP-1 cliff was inevitable. They will still do well - I just dont think the community is objective anymore"
X Link 2026-01-18T14:38Z [---] followers, [--] engagements

"1. Market Opportunity and Revenue Ambition The global AI healthcare market is projected to reach approximately $111 billion by [----] expanding to more than $800 billion in the subsequent decade as AI enabled drug discovery clinical decision support and personalized therapeutics become standard within the industry. Within this context Tempuss aspiration to achieve $20 billion in annual revenue represents a required market share of roughly 2.5% which is a level consistent with leading AI infrastructure providers in adjacent verticals. Using a DCF for a growth company like $TEM doesn't highlight"
X Link 2026-01-18T15:31Z [---] followers, [---] engagements

"2. Foundational Growth Drivers a. R&D Arbitrage The five largest pharmaceutical companies (Johnson & Johnson Merck Roche AbbVie and Eli Lilly) collectively invest over $75 billion annually in research and development. Tempus is positioning its multimodal data library as a critical infrastructure layer for this expenditure. With more than [--] data licensing clients the company seeks to function as a refinery that transforms disparate clinical and genomic data into actionable insights for drug development trial design and patient stratification. b. Operating Leverage Tempus continues to"
X Link 2026-01-18T15:31Z [---] followers, [----] engagements

"3. Financial Scale Scenario Revenue Trajectory Scaling current revenue of $1.27 billion to $20 billion does align with the projected growth of the AI healthcare ecosystem and reinforces Tempuss potential to become a category defining enterprise. Profitability Outlook If we apply a conservative sector benchmark of 25% net margins (consistent with high performing MedTech and software enabled healthcare businesses) Tempus could generate approximately $5 billion in annual net income once at scale. Valuation Implications Using a [--] earnings multiple which is typical for companies with durable data"
X Link 2026-01-18T15:31Z [---] followers, [---] engagements

"4. Strategic Imperatives for Long Term Success a. Transformation Into a Data Infrastructure Platform To achieve this valuation Tempus must evolve beyond its origins as a testing provider and become the fundamental infrastructure where clinical data intersects with therapeutic development. This vision positions Tempus as a potential Google of Biology a central indexing layer for human health data. b. Development of Regulatory Barriers Securing FDA cleared AI models that integrate directly into hospital systems will be essential to establishing a defensible competitive moat. These regulatory"
X Link 2026-01-18T15:31Z [---] followers, [---] engagements

"5. Conclusion I do believe that achieving a [--] scale up is ambitious. However the projection is supported by a credible strategic and mathematical foundation. The convergence of (1) rising pharmaceutical R&D spending (2) the accelerating adoption of AI in clinical workflows and (3) Tempuss expanding proprietary data moat creates a realistic pathway to a $175 billion valuation. In summary success will depend on Tempuss ability to strengthen its regulatory defenses optimize its revenue mix and firmly establish itself as the indispensable infrastructure layer for AI driven healthcare."
X Link 2026-01-18T15:31Z [---] followers, [---] engagements

"Welcome Everyone Deep dive on $TEM here. Any questions feel free to post in the community. Looking forward to getting different opinions. https://t.co/AVKpPLtcXd Reposting as original link was broken. Let me know your thoughts https://t.co/AVKpPLtcXd Reposting as original link was broken. Let me know your thoughts"
X Link 2026-01-18T16:47Z [---] followers, [----] engagements

"@LimitingThe @jordangiesige Im sitting on a month 🫤"
X Link 2026-01-18T18:53Z [---] followers, [--] engagements

"JPM conference in Jan [----] https://jpmorgan.metameetings.net/events/healthcare26/sessions/317236-tempus-ai-inc/webcastgpu_only=true&kiosk=true https://jpmorgan.metameetings.net/events/healthcare26/sessions/317236-tempus-ai-inc/webcastgpu_only=true&kiosk=true"
X Link 2026-01-18T18:53Z [---] followers, [--] engagements

"RT @mattscottcap: Honestly insane that someone who contributed so much to @X IN A POSITIVE WAY lost their entire following overnight and ca"
X Link 2026-01-18T18:58Z [---] followers, [--] engagements

"Exactly right. $HIMS I think will have a tough couple of quarters and Im not sure how the market will react. They have a lot going on that isnt going to be giving a great ROI for a bit + tough YoY comps with GLP-1s. I will reevaluate after the second half. I think there is a potential it could run on peptide news though https://twitter.com/i/web/status/2012972073623138693 https://twitter.com/i/web/status/2012972073623138693"
X Link 2026-01-18T19:35Z [---] followers, [---] engagements

"@wealthmatica How is the balance sheet risk"
X Link 2026-01-18T21:37Z [---] followers, [---] engagements

"@TheRonnieVShow Letsss goo. So under the radar are you going to start a position again maybe Largest position for me"
X Link 2026-01-19T00:33Z [---] followers, [---] engagements

"I wouldnt say that switching costs is the advantage here (in my opinion). People will stay at $HIMS (if they do) because of the ecosystem and convenience. Additionally the at home lab testing isnt enough blood currently to get more in depth diagnosis. Right now its heavily depend on quest and that isnt anything special"
X Link 2026-01-19T10:02Z [---] followers, [---] engagements

"@cesarsroy @moninvestor It could be semantics here but I think its primarily convenience more than anything. Lab testing is a race to the bottom its primarily a cross selling mechanism"
X Link 2026-01-19T10:20Z [---] followers, [--] engagements

"@KabraxFX Had it yesterday for the first time very impressed"
X Link 2026-01-19T11:14Z [---] followers, [----] engagements

"@KabraxFX I think she got the harissa chicken. Its much cleaner and healthier than chipotle imo. I missed the buying opportunity at $40-50 but likely will start a position on any dips"
X Link 2026-01-19T13:27Z [---] followers, [--] engagements

"@KabraxFX They should do well once inflation comes down and see a nice bump to EPS from lower COGS and labor. + if they automate some of their distribution ect. What is their expansion looking like Can easily model out their projections going forward"
X Link 2026-01-19T13:53Z [---] followers, [--] engagements

"@elonmusk Common sense isnt so common"
X Link 2026-01-19T20:15Z [---] followers, [---] engagements

"@TheWingman4Life $path is my 2nd largest position like it a lot. Claude code wont compete at the enterprise level (yet). It will be a crowded space for sure"
X Link 2026-01-19T21:46Z [---] followers, [--] engagements

"RT @_j__f: Why Hereditary Testing is the Start of a Goldmine for Tempus $TEM Hereditary data isnt just a report on your past. Its the ra"
X Link 2026-01-19T21:48Z [---] followers, [--] engagements

"@ZaStocks One of the few people Ive seen discussing $TEM hopefully you held your position 👌"
X Link 2026-01-20T14:58Z [---] followers, [---] engagements

"@Spike_1567 Primarily just concerns over credit. They only accept 1% but theyre subprime. FCF is choppy. Not my favorite space to be in kind of like BNPL for PYPL"
X Link 2026-01-20T20:45Z [---] followers, [--] engagements

"@jakebrowatzke This you with the 3.9m buy in ah 👀"
X Link 2026-01-20T21:25Z [---] followers, [---] engagements

"RT @HHS_Jim: Artificial intelligence is making medical care more affordable accessible and accurate. Utah took a great step forward by"
X Link 2026-01-20T22:48Z [---] followers, [--] engagements

"@420elonmusk6967 $hims"
X Link 2026-01-20T22:55Z [---] followers, [---] engagements

"Coming from a finance and accounting background one of the most important lessons I've internalized is this: valuation isn't the most important thing in investing it's essential but rarely sufficient on its own. Yes determining a company's intrinsic value is critical. It demands obsessive analysis with dissecting the business model assessing the competitive moat projecting free cash flows margins growth rates capital allocation and risks ect. This process builds conviction and guards against overpaying. Without it you're speculating rather than investing. But even when your intrinsic"
X Link 2026-01-21T13:26Z [---] followers, [---] engagements

"@MMMTwealth $LMND $TEM and $PATH 🤌"
X Link 2026-01-21T13:55Z [---] followers, [----] engagements

"$TEM today announced the launch of Paige Predict. A significant step forward in precision oncology imo. This AI driven digital pathology tool examines standard hematoxylin and eosin (H&E) whole slide images (the routine slides pathologists already prepare) to predict the likely presence or absence of [---] clinically actionable biomarkers and oncogenic pathways across [--] major cancer types such as lung (NSCLC) breast prostate pancreatic and colorectal cancers. In cancer care a common challenge is limited tissue from biopsies. Often there simply isn't enough material for comprehensive next"
X Link 2026-01-21T16:12Z [---] followers, [----] engagements

"@AviAgrawaal @jakebrowatzke Will take a look. My ignorant take is that its an amazing ecosystem but can be replicated fairly easy. Im sure theyll do fine but not the type of business I want to buy. That being said Ill take another look"
X Link 2026-01-21T23:00Z [---] followers, [--] engagements

"@CedarStResearch Great post btw"
X Link 2026-01-22T12:35Z [---] followers, [---] engagements

"Chicken Genius bought $PATH 👀 Just added $path to challenge portfolio. https://t.co/y2MmkHVjrt Just added $path to challenge portfolio. https://t.co/y2MmkHVjrt"
X Link 2026-01-22T16:00Z [---] followers, [----] engagements

"$HIMS investors celebrating the $30 break today"
X Link 2026-01-22T20:11Z [---] followers, [----] engagements

"@Spike_1567 Do you have a position"
X Link 2026-01-22T21:33Z [---] followers, [---] engagements

"@IncomeArca9csr Some of the best management Ive seen from a small cap. Obviously I wont give you financial advice but if I did I would support it"
X Link 2026-01-23T12:19Z [---] followers, [--] engagements

"@Ashton_1nvests $TEM $PATH $LMNd $ODD (timeline [--] years)"
X Link 2026-01-24T11:33Z [---] followers, [---] engagements

"@elonmusk @xai Are you working on getting actual human support for suspended accounts"
X Link 2026-01-24T11:51Z [---] followers, [--] engagements

"@Growthstocks54 Yup not sure if you have $TEM but theyre significant holders there too. Quite the fund"
X Link 2026-01-24T13:55Z [---] followers, [---] engagements

"@slipperyklown Its not a bad idea. Im personally not a fan of selling options as Im reallocating funds between my core positions based on valuations. It definitely works though if you manage them correctly"
X Link 2026-01-24T16:46Z [---] followers, [--] engagements

"$LMND Reposting in here for storm exposure. Thanks @CedarStResearch 👌 @AuditTheHerd here's the data per your comment on potential CAT exposure. I'm not wed to any of these estimates (they could be too high and/or they could be too. low I have no-clue) just started to frame it a little by PIF type per their SERFF data. Figure some folks might find https://t.co/9Gt0lvfOi9 @AuditTheHerd here's the data per your comment on potential CAT exposure. I'm not wed to any of these estimates (they could be too high and/or they could be too. low I have no-clue) just started to frame it a little by PIF"
X Link 2026-01-25T00:10Z [---] followers, [----] engagements

"1. Data Monopoly While other companies have genomic data (sequencing) or clinical data (medical records) Tempus is the only player that has paired them at a massive scale. This is much different than only looking at biomarkers on a simple blood test (if you know you know). Multimodal Advantage: They own a library of 400+ petabytes of data that links a patients genetic profile to their actual clinical outcomes (how they responded to a specific drug). The Scale: This dataset is roughly 60x larger than the previous gold standard public datasets. For a pharma company this is the difference"
X Link 2026-01-25T18:46Z [---] followers, [--] engagements

"2. A proven high margin tech stack Tempus has solved the "biotech burn" problem by creating two distinct but reinforcing revenue streams: Diagnostics (The foundation): Growing at 121% this provides the raw proprietary data. Insights (The alpha): This is the data licensing arm. It carries 70%+ software like margins and has achieved a 126% NRR. $TEM acts as a tollbooth - pharma are subscribing to the Tempus library to build their own billion dollar drugs. https://twitter.com/i/web/status/2015496423475691949 https://twitter.com/i/web/status/2015496423475691949"
X Link 2026-01-25T18:46Z [---] followers, [--] engagements

"3. Deep Institutional "Stickiness" Tempus is embedded in the clinical workflow. Integrations: They are connected to 65% of all U.S. Academic Medical Centers and over [----] health institutions. AI CoPilots: Products like Tempus One (voice enabled AI assistant) and olivia (patient health concierge) make it nearly impossible for a hospital to "switch" to a competitor without disrupting their entire digital infrastructure. On top of that they also have three of their own sequencing and testing labs. This is straight vertical integration"
X Link 2026-01-25T19:05Z [---] followers, [---] engagements

"4. Strategic Expansion (Cardiology & Pathology) TAM is much larger than just oncology now Paige Acquisition: The recent launch of Paige Predict (Jan 2026) allows them to identify biomarkers from a simple digital slide image.saving time and tissue when traditional sequencing isn't possible. Cardiac Lead: With FDA cleared algorithms like ECG-AI they are now moving into the massive cardiology market significantly expanding their TAM. Federal reimbursement (Medicaid/medicare) is still in the early stages with ECG (heart pattern testing) approved in [----]. The Nvdia moment will come once broader AI"
X Link 2026-01-25T19:05Z [---] followers, [---] engagements

"@Eyal__Weiss Thanks Eyal Complex business for sure but i havent been this excited about a company since $LMND. Let me know your thoughts (eventually)"
X Link 2026-01-25T20:16Z [---] followers, [---] engagements

"@Spike_1567 By no means am I interested in $DUOL but I think the pushback would be that theyre gamifying learning so it makes it easier for humans to engage.kids especially"
X Link 2026-01-25T21:28Z [---] followers, [--] engagements

"@TheRonnieVShow Neutral is the perfect word for it. Way too much polarization with $hims"
X Link 2026-01-26T00:30Z [---] followers, [---] engagements

"Great questions. My models are always extremely conservative. Eric has mentioned that they want to grow 30% for the next [--] years. He wants to somewhat control the growth so he doesnt lose track of profitability That being said youre right. Theyre growing 60%+ YoY right now but that is partially due to two acquisitions they made. Their core growth (ex acq) is somewhere around 30%. Why did I use 25% CAGR Its a [--] year outlook. I have a separate model that I have more detailed YoY growth but I am hesitant to show it because there are so many changing dynamics (especially reimbursement). The"
X Link 2026-01-26T10:13Z [---] followers, [---] engagements

"@Eyal__Weiss One other thing - Im only using a 10% WACC in that model. Cost of equity should be much higher due to beta (somewhere around 15%) Im using a lower WACC because Im discounting the FCF margins and revenue growth if that makes sense"
X Link 2026-01-26T10:16Z [---] followers, [--] engagements

"@mattscottcap @lefkofsky Look up Brandon apparel and starbelly. Those were companies of his that actually went bankrupt I believe. Dude has been through a lot and I think it makes him a better ceo. Hes self aware about those failures in a lot of his interviews"
X Link 2026-01-26T19:04Z [---] followers, [--] engagements

"@mattscottcap Love to see $TEM top 2"
X Link 2026-01-26T22:59Z [---] followers, [---] engagements

"@weary_centurion The food business could be difficult in China but im not privy to it. My concern is that profitability may remain elusive unless they have a set plan for it. On the flip side it could provide an extremely stable CF and cross sell opportunity"
X Link 2025-12-31T10:59Z [----] followers, [---] engagements

"Its called manipulating data and parameters to formulate a biased POV. Negative reviews in DTC is just a part of the business (even with $ROOT). Ive ordered from spoiledchild multiple times and never have had any issues. Overall Il Makiage is [---] out of [--]. If you dismiss prompted reviews you might as well completely throw out any CPG DTC company. If your claim is on billing issues brian it really shouldnt matter if its insurance or beauty. A scam is a scam right https://twitter.com/i/web/status/2009721535108456822 https://twitter.com/i/web/status/2009721535108456822"
X Link 2026-01-09T20:18Z [----] followers, [---] engagements

"Google is making the same bet i am on automation/AI. Based on their most recent 13f filings: UiPath $PATH : 7.03M shares ($94M value) Tempus AI $TEM : 1.55M shares ($125M value) Probably nothing"
X Link 2026-01-11T11:53Z [----] followers, [---] engagements

"If youre just starting to look into $TEM then i recommend watching these two videos first. Tempus AI Technology and Overview CEO Interview https://youtu.be/asJ4RxjVIhgsi=fuilpAFqeq0-nSTS https://youtu.be/XLO8kPcMXJksi=Zxd4QFBVTB7BV6WX https://youtu.be/asJ4RxjVIhgsi=fuilpAFqeq0-nSTS https://youtu.be/XLO8kPcMXJksi=Zxd4QFBVTB7BV6WX"
X Link 2026-01-11T15:44Z [----] followers, [---] engagements

"$TEM: Tempus AI is positioning itself as the Amazon of precision medicine. For some reason Tempus AI is still flying somewhat under the radar for many investors (which i like) but its potential stands out as exceptional to me. The company is quietly building what could become the core platform for modern medicine much in the way Amazon started with books before transforming entire industries. Amazon encountered strong pushback from traditional bookstores which viewed two day delivery and rock bottom prices as unattainable. Those doubts proved unfounded as Amazon pressed forward and expanded"
X Link 2026-01-13T12:41Z [----] followers, [----] engagements

"$ODD is the most undervalued company in the market right now. I havent seen such a detached valuation in a long time. J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and share on substack if you found it helpful. https://t.co/8nZjojriZM https://t.co/AF8FH98jjY J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and share on substack if you found it helpful. https://t.co/8nZjojriZM https://t.co/AF8FH98jjY"
X Link 2026-01-14T12:52Z [---] followers, [----] engagements

"Yeah - Oran (the ceo) talked about their growth and why theyre not growing faster. In the beginning Il Makiage grew too quickly and they lost control of the business especially from a profitability perspective. They want to control it so you dont have one year of 60% and the next of 10%. It also helps balance out profitability and cash flow. I do expect rev to tick up to 30% with the new brands but depends on the marketing dollars shift https://twitter.com/i/web/status/2011436452790305142 https://twitter.com/i/web/status/2011436452790305142"
X Link 2026-01-14T13:53Z [----] followers, [--] engagements

"After the @DAVYinvests suspension this is now likely my permanent home (@AuditTheHerd). My legal case is lost in the abyss. If you followed me there for long term investing takes on $TEM $PATH $LMND $ODD etc. I'd love to have you back here. Appreciate the support through this mess 🤝 NFA as always Photo cred: @Ironic_Ape https://twitter.com/i/web/status/2012527497749913805 https://twitter.com/i/web/status/2012527497749913805"
X Link 2026-01-17T14:08Z [----] followers, 10.8K engagements

"$TEM: Strategic Pathway to a $175 Billion Valuation A thread🧵"
X Link 2026-01-18T15:31Z [----] followers, 10.8K engagements

"The three videos that shifted my mindset on $TEM were these (down below). If youre new Id start with these. Invest in Progress Podcast Ark Invest Podcast Tempus Company/Tech Overview Articles: https://medium.com/@ryfukushima/from-first-integration-to-2000-architecting-the-data-intelligence-network-for-precision-medicine-e39e430994cf https://www.forbes.com/sites/sethjoseph/2025/02/26/forget-ai-how-epic-tempus-ai-and-doximity-use-network-effects-in-healthcare/"
X Link 2026-01-18T18:39Z [---] followers, [----] engagements

"@JoshTradeOption Its a sleeper for sure. I dont think it will be for much longer"
X Link 2026-01-18T23:16Z [---] followers, [---] engagements

"$ZETA $TEM $LMND Proprietary data is the only true "MOAT". In the pre AI era you could win by having a "better app" or "cleaner code." Today those are commodities. If your business value is just a "wrapper" on a LLM like GPT-4 or Claude you have zero defense. Your competitors can replicate your entire product over a weekend. The only thing an AI cannot "hallucinate" or "scrape" is proprietary first party data that lives behind your firewall. The new rule of competitive advantage: [--] Models are utilities: General AI models are the basically electricity everyone has them. [--] Systems are the"
X Link 2026-01-19T12:42Z [---] followers, [----] engagements

"$ODD I don't call bottoms but I think this is a start of an uptrend. Volume has been falling (no more sellers) and price is finally stabilizing. I'd like to see a close over $40 for confirmation along with a spike in volume as we saw in May. Intrinsic value aligns with top fib around $80. NFA. https://twitter.com/i/web/status/2013285754567274991 https://twitter.com/i/web/status/2013285754567274991"
X Link 2026-01-19T16:21Z [----] followers, [----] engagements

"If interested for more info on $ODD https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-19T16:23Z [----] followers, [---] engagements

"Why Tempus AI is so critically important in today's healthcare ecosystem Modern medicine excels in silos: top tier specialties EHRs (Epic) labs (Quest) workflows and AI tools generate vast high quality data yet when a patient's condition crosses boundaries spans rare diseases or defies standard models synthesis fails. Diagnostic delays stretch years "normal" results mislead and cross disciplinary insight remains unowned. This is a huge problem that has puzzled me for years and then I came across $TEM. Tempus AI directly solves this fragmentation and that's why it's foundational. Tempus has"
X Link 2026-01-19T21:27Z [----] followers, [----] engagements

"The Nvdia Moment for $TEM The "valley of death" for healthcare AI has always been the gap between FDA clearance and medicare funding. As we enter [----] $TEM is proving that their most valuable proprietary asset might not be their genomic library but their ability to navigate the complex billing codes of CMS. While rivals struggle with "bundled payments" that bury AI costs Tempus has successfully unbundled their value. Heres why I think their reimbursement strategy is the primary driver of their [----] valuation: [--]. Turning Diagnostics into "SaaS". Under the finalized [----] Medicare Physician Fee"
X Link 2026-01-20T12:28Z [---] followers, [----] engagements

"The average man tends to buy high and sell low. Anyone know who said that Ill give you a hint hes a shareholder of $PATH. It never ceases to amaze me that retail investors are so easily swayed by sentiment. Last time I checked Claude code is not at the enterprise level. Will the space be crowded Of course but it kinda has been for the past couple of years. Does that mean that $PATH is finished Probably not. Everyone is obsessing over the latest LLM that can write code or browse the web in a demo. But enterprise isnt a demo. Its messy legacy systems compliance nightmares audit trails"
X Link 2026-01-20T12:58Z [---] followers, [----] engagements

"Ran some quick high level numbers on $PGY today. The stock is extremely cheap. What is the market pricing in right now Seems to be an overreaction to potential credit risk"
X Link 2026-01-20T17:24Z [---] followers, [----] engagements

"Its not my favorite sector because you really have to look at the loan portfolio and understand the credit risk. But at some point the risk- reward is worth it. Need to look more into it but hard to see more downside here on valuation unless something breaks within the business. https://twitter.com/i/web/status/2013665120052752574 https://twitter.com/i/web/status/2013665120052752574"
X Link 2026-01-20T17:29Z [---] followers, [---] engagements

"$HIMS I've been in and out of this since $6. Lots to like but right now the risks outweigh for me. Key concerns: [--]. The Novo fallout burned bridges why would big pharma partner with them after that [--]. Peptides (beyond select GLP-1s) remain unapproved FDA territory. Even approvals could take years with cheaper branded options already available. [--]. Oral GLP-1s (convenience no injections) will likely cannibalize much of HIMS's weight loss segment. [--]. At home blood testing is a slow cross sell play (mainly to HRT/longevity) not a quick topline driver. [--]. International expansion faces big hurdles"
X Link 2026-01-20T21:46Z [----] followers, [----] engagements

"" 'If you just buy an LLM and wonder if it will work for insurance it wont.' Alex Karp Palantir CEO (WEF Jan 2026). Off the shelf LLMs are commoditized and lack the precision for regulated high stakes tasks like underwriting or claims. My view is that success in this sector demands enterprise grade orchestration ontology and data infrastructure. $PLTR and $PATH are leading this automation wave in insurance and enabling 10-15x speed gains massive cost reductions and reliable AI deployment for incumbents. But replicating $LMND's AI native model (55% automated claims 7% LAE ratio) isnt something"
X Link 2026-01-21T12:40Z [---] followers, [----] engagements

"@420elonmusk6967 I like $se too. No cash otherwise Id be a buyer"
X Link 2026-01-21T12:59Z [---] followers, [---] engagements

"Down almost $80k already on my $TEM position (main acct - still have some in brokerage). Am I worried No. I bought into this position fully knowing that my position could get cut in half relatively quickly. As far as Im concerned the business just pre announced earnings and is firing on all cylinders Paige Predict launch today $1.1B TCV 70+ pharma deals positive EBITDA inflection. Do not buy this stock if youre not comfortable with volatility. It could go to $50 as easily as $100. What matters is the constant progression of the business over time."
X Link 2026-01-21T18:07Z [----] followers, [----] engagements

"@jakebrowatzke $duol 🤔"
X Link 2026-01-21T22:38Z [---] followers, [----] engagements

"Cathie Woods (Ark Invest) bought 89k more shares of $TEM yesterday. Ive been skeptical of Cathies choices the past couple of years but they are onto something in the health tech sector. PTs and timelines are questionable but I think they are correct on the overall theme. P.S - It's not too late to buy $LMND Cathie. https://twitter.com/i/web/status/2014309469694378213 https://twitter.com/i/web/status/2014309469694378213"
X Link 2026-01-22T12:09Z [---] followers, [----] engagements

"@CedarStResearch I have to ask do you see any MOAT determination with the rise of agentic/LLMs Im wondering if most insurance companies can build an internal stack now or part of one especially bc it was a segment of $HCi. Its less complex than the entire $LMND business model no"
X Link 2026-01-22T12:39Z [----] followers, [---] engagements

"@TheRonnieVShow [--]. $ODD"
X Link 2026-01-22T12:54Z [----] followers, [---] engagements

"Not a popular opinion but the higher that $LMND goes here the more I think its strategic to do a capital raise. Issuing more equity would stabilize the float and put cash on the balance sheet. At the very least they could negotiate some convertible debt w/ good financing terms (low int rate). Capital allocation in this sense is pretty straight forward: 1) Sell part of the company when it is near ATHs. 2) Buyback shares when its at depressed prices. Not rocket science. https://twitter.com/i/web/status/2014427851521507827 https://twitter.com/i/web/status/2014427851521507827"
X Link 2026-01-22T20:00Z [---] followers, [----] engagements

"@shai_wininger @NFTConciergeDoc @Tesla @Lemonade_Inc If only @x support was as good as @shai_wininger support"
X Link 2026-01-22T20:06Z [---] followers, [---] engagements

"Ive been in and out since IPO. The liquidity enables you to buy at amazing prices. Very little volume and small float. I dont think there is any other buy that checks all boxes for me right now like $ODD does (management financials business fundamentals ect). Still surprises me no one looks into it but I believe the male demographic doesnt understand beauty. https://twitter.com/i/web/status/2014668116974784749 https://twitter.com/i/web/status/2014668116974784749"
X Link 2026-01-23T11:54Z [----] followers, [---] engagements

"@Growthstocks54 100% best opportunity in the market at these prices"
X Link 2026-01-23T12:49Z [----] followers, [---] engagements

"$GH vs. $TEM: Closest rivals in precision oncology $GH focuses on blood based tests (liquid biopsy niche) while $TEM leverages broader AI + multimodal data (genomics clinical imaging) across oncology and beyond. Latest metrics (TTM or recent prelims as of Jan 2026): $GH (Guardant Health): TTM Revenue: $903M TTM Revenue Growth: +30% (full [----] prelim 33% YoY to $981M) Gross Margin: 63% Market Cap: $15B $TEM (Tempus AI): TTM Revenue: $1.11B (2025 prelim full year $1.27B) TTM Revenue Growth: +73%+ (2025 full year 83% YoY incl. acquisitions; organic 30%) Gross Margin: 62% Market Cap: $12-13B"
X Link 2026-01-23T13:19Z [----] followers, [----] engagements

"$PATH Pullback looks complete. Heading to $21 first. $26-28 is possible with a good Q4. NFA. I just draw lines on charts"
X Link 2026-01-23T17:00Z [---] followers, [----] engagements

"$LMND Id be more concerned with CAT exposure (especially Texas) with this snow storm this weekend than Daniel selling roughly 5% of his position from a pre arranged 10b5-1 sale"
X Link 2026-01-23T20:38Z [---] followers, [----] engagements

"Key Catalysts for My Core Positions in [----] $TEM Federal reimbursement expansion for broader AI driven applications will likely hit this year or in [----] (wont see prices below $100 after that). CMS approved coverage for ECG based AI algorithms already (I.e atrial fibrillation risk detection via ECG-AF) in [----] with reimbursable CPT codes now in place ($128 per assessment). Progress continues toward wider adoption in cardiology and oncology supported by additional FDA clearances and potential new clinical AI payment pathways in [----]. Data and service growth (also higher margin) will drive"
X Link 2026-01-24T13:18Z [----] followers, [----] engagements

"Yes $TEM is my largest. Point being I think it has the biggest MOAT out of all of them and I dont want to risk not having a position of reimbursement comes sooner than expected (even if the company gets cut in half). $LMND used to be 60% of my portfolio but a decent amount of that has been reallocated to $PATH $odd and $tem. Its not as cheap as it was at $30-40. But if it happens to go back to $60 it will become my largest position again (it is my highest conviction in the long term but $tem could be soon - just a bit more balance sheet risk)."
X Link 2026-01-24T14:00Z [---] followers, [---] engagements

"If you ever wanted to be humbled quickly lose 6.5k followers overnight from being banned by AI and then have no support to dispute. Its been over a month and likely that the case is closed. Time to rebuild. I kinda like Audit the Herd better anyways 🤷♂"
X Link 2026-01-24T14:05Z [---] followers, 17K engagements

"Turns out that Davy is an Irish hedge fund and has a trademark on the name. I accidentally used a Google image so its partially my fault but I clearly was not trying to imitate them. Its supposed to be one of the highest reinstated appeal cases as long as you rebrand but I havent been able to get in touch with anyone after appealing [--] times reaching out on LinkedIn cold emailing x employees. Been a rough past month tbh https://twitter.com/i/web/status/2015066917015261495 https://twitter.com/i/web/status/2015066917015261495"
X Link 2026-01-24T14:19Z [---] followers, [---] engagements

"Its for sure complex thats likely why its so under the radar. If i had to explain it to a [--] year old. Tempus AI helps doctors fight sickness like cancer by looking at info from millions of other patients test results pictures and which medicines worked best. The computer uses that huge pile of real info to quickly tell doctors: 'This treatment helped people just like this before.' Why can't others copy it easily Because Tempus has collected one of the largest restricted collections of this special patient info ever with 4000+ medical institutions and it keeps growing bigger every day. It's"
X Link 2026-01-24T15:49Z [----] followers, [---] engagements

"I am a fan of $SE at these prices. Just about to cross over the [--] MA and is a hedge against US markets. Profitable growth platform: Profitable while still delivering 3040% revenue growth with Q3 [----] revenue at $6B and strong EBITDA and net income expansion. Shopee scale + leverage: Ecommerce GMV continues to grow 2530% YoY with logistics increasingly in house setting up operating leverage as margins normalize toward managements 23% target. Fintech is the margin engine: Monee/SeaMoney is growing fastest (60%+ YoY revenue) with a rapidly expanding loan book and low NPLs. Garena adds upside"
X Link 2026-01-24T19:17Z [----] followers, [----] engagements

"@jrouldz $TEM is one of the few AI stocks that will have a proprietary data MOAT. Heres why Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa"
X Link 2026-01-25T12:52Z [---] followers, [---] engagements

"$DUOL is "undervalued" here. If they can maintain 25% + revenue CAGR and above 30% FCF margins for the next [--] years the FV is between $230-$270. Note: TTM assumptions were used for DCF for smoothing purposes. Current TTM growth YoY is 40% and FCF margin is 37%. I accounted for some margin compression due to the rise of LLM + AI disruption. It is your job as an investor to understand if that threat is real or not. These assumptions could be considered conservative if their proprietary data/learning models have/has a MOAT. On the flipside they might be to optimistic if other players disrupt the"
X Link 2026-01-25T13:02Z [---] followers, [----] engagements

"5. Financial Inflection Point The most bullish signal for me in [----] is the arrival of profitability. Most people will wait until full GAAP profitability is reached but it will likely be too late. Innovation takes a lot of upfront R&D to scale but the picture couldnt be more clear now. Tempus reached positive Adjusted EBITDA in late [----]. [----] Guidance: Revenue is projected to hit $1.59 billion w/ margin expansion and operating leverage through data insight sector growth. Management is now proving they can scale the business while letting profits flow to the bottom line"
X Link 2026-01-25T19:05Z [----] followers, [---] engagements

"Where does this leave us Tempus AI is the only company successfully monetizing AI in healthcare today. By turning every diagnostic test into a permanent data asset they have built a "legal monopoly" on the information required to develop the next generation of life saving medicines. One of the few companies I plan on holding for the next 5-10 years and that is why its my #1 position. If interested read more here: NFA as always. https://x.com/AuditTheHerd/status/2010039308531708393s=20 https://twitter.com/i/web/status/2015501380631294045"
X Link 2026-01-25T19:05Z [----] followers, [---] engagements

"In the rapidly maturing AI landscape of [----] I view $PLTR and $TEM as two of the most strategically important infrastructure players. Though they serve vastly different verticals with Palantir dominating defense and global enterprise and Tempus leading in precision medicine they share an almost many similarities in technical architecture and business model. Tempus is deliberately emulating the Palantir playbook to become the indispensable data and decision making backbone of the medical industry. Neither company sells narrow tools or standalone applications. Instead both have built category"
X Link 2026-01-26T13:15Z [----] followers, [----] engagements

"Nancy is still in $TEM 🤌 NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL https://t.co/mT9V5Czqle NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL"
X Link 2026-01-26T15:02Z [----] followers, [----] engagements

"Why Pelosi is buying $TEM for the long term How aggressively will CMS (or private payers) reimburse once coverage pathways are established whether at the approximately $129 per test level currently for Tempus ECG-AF algorithm (reimbursed since late 2024) or at materially higher rates in the $500$4500+ range as seen with their FDA approved xT-CDx oncology assay Tempus currently manages significant test volume that leadership has intentionally constrained pending more favorable reimbursement economics. CEO Eric Lefkofsky has publicly stated that AI has the potential to eliminate $12 trillion in"
X Link 2026-01-27T12:49Z [---] followers, [----] engagements

"$LMND Inside Lemonade Engineering Event Really would love if we could somehow get access to these https://luma.com/qrr5ce7m https://luma.com/qrr5ce7m"
X Link 2026-01-27T14:00Z [----] followers, [----] engagements

"@alc2022 Didnt Andrew allude to a short squeeze"
X Link 2026-01-27T21:04Z [---] followers, [---] engagements

"This is interesting. Automation Anywhere (2nd to $PATH in RPA) is looking at a reverse listing (last valued at $6.8B ) acquiring the publicly traded C3 AI ($1.8B market cap)"
X Link 2026-01-28T17:07Z [----] followers, 11.6K engagements

"If I were $MSFT right now; I would be looking at acquiring $PATH. Why Co-Pilot and Power Automate are terrible. Not compatible with any legacy systems and offer very little ROI for customers. Claude Code will cannibalize a lot of the agentic market and Microsoft needs an orchestration layer (aka Maestro). Not saying it will happen but Im sure Mr. dines is getting some phone calls recently especially at a $6bish EV. https://twitter.com/i/web/status/2016876284379320704 https://twitter.com/i/web/status/2016876284379320704"
X Link 2026-01-29T14:09Z [----] followers, [----] engagements

"@AviAgrawaal Very interesting - in theory this should accelerate $tem s progress. Will have to dig a bit more"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements

"$HIMS The Ad itself was very well done. But is no one concerned about the FTC questioning peptides and cancer detection that arent even on the platform yet 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD $16 MILLION https://t.co/RVGPSsqSPA 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND"
X Link 2026-01-29T15:20Z [---] followers, [----] engagements

"@al_jmy34478 $PATH is fine. Its just falling with $Msft. Likely will chop between $12-16 until earnings. Sit tight"
X Link 2026-01-29T15:26Z [---] followers, [---] engagements

"$IBM's watsonx Orchestrate remains Maestro's ( $PATH) biggest competition in the emerging agent orchestration layer. Still early per management's own words but some real green flags emerging. In IBM's Q4 [----] earnings call (Jan 28) Arvind Krishna discussed software growth in the data sub segment (+19%) and responded to an analyst on drivers: "Data benefits both from our data products that we provide the organic innovation we have done with watsonx both the AI pieces and the Orchestrate piece for agents and we expect that demand keeps pulling through and going forward as people are deploying"
X Link 2026-01-29T16:48Z [----] followers, [----] engagements

"$TEM Cancer treatment has shifted toward precision oncology. But what exactly does that mean It means matching therapies (targeted drugs immunotherapies clinical trials) to a tumor's specific molecular profile (biomarkers like EGFR mutations ALK fusions MSI status HER2 BRCA etc.). Traditionally this requires next generation sequencing (NGS) or other molecular/IHC tests which: - Consume significant tumor tissue (sometimes the biopsy is too small or depleted after initial diagnosis). - Are expensive and slow (days to weeks for results). - Aren't always feasible (e.g. insufficient material"
X Link 2026-01-29T18:13Z [----] followers, [----] engagements

"@mattscottcap @DAVYinvests @X @nikitabier @elonmusk @premium @Support 🤣🤣"
X Link 2026-01-29T19:02Z [---] followers, [---] engagements

"With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for me especially the Novo Nordisk partnership blowing up so quickly and the ongoing reliance on compounding GLP-1s. The Novo deal was announced in April [----] as this big credibility win branded Wegovy on the platform better access all that. Then just two months later in June Novo pulled the plug accusing Hims of illegal mass compounding (calling compounded versions "knockoffs" under the"
X Link 2026-01-29T22:11Z [----] followers, 30.4K engagements

"Im not bearish on the company tbh. And to be honest its at attractive prices. What I am questioning is leadership thats why I havent bought back in. Anyone buying here will likely do fine but its not immediately going to $100 anytime soon unless its a significant short squeeze https://twitter.com/i/web/status/2016999959027978510 https://twitter.com/i/web/status/2016999959027978510"
X Link 2026-01-29T22:20Z [---] followers, [---] engagements

"@JKeynesAlpha Glad you saw it early on. Reimbursement for Medicare /AI algos should happen within the next [--] years thats why Im not waiting for a better entry point. I can guarantee you people will finally catch on when the stock is $100+"
X Link 2026-01-29T23:47Z [----] followers, [---] engagements

"@MagnusSigurdss @JKeynesAlpha No matter how advanced ai gets that will take years to build. You cant just walk into a medical institution and create proprietary data models"
X Link 2026-01-30T00:05Z [---] followers, [---] engagements

"@TheRonnieVShow $TEM made the list"
X Link 2026-01-30T01:01Z [---] followers, [----] engagements

"@Dee__Bookz Likely yes. But to be fair I dont follow $sofi as much. I dont think its a detrimental risk to $PYPL but I think it could complicate their banking charter"
X Link 2026-01-30T12:43Z [---] followers, [---] engagements

"No one is paralyzed by these headwinds I think youre missing my point Trav. The market is discounting the share price because of these. You can be invested for the long term ( I agree there is upside) while simultaneously acknowledging these risks exist. Shorting goes both ways you could make the argument that the reason the stock touched $60-70 is because of short covering. What Im seeing in the community is a lot of cognitive dissonance and ignoring these risks while simultaneously manipulating them to fit the $100+ Pt being thrown around"
X Link 2026-01-30T12:50Z [---] followers, [---] engagements

"@grok @WhitNorris1 Never said bankruptcy but it is a balance sheet and sentiment risk"
X Link 2026-01-30T12:50Z [---] followers, [--] engagements

"@weary_centurion Agreed. $vz just laid off almost 15k jobs and look at the earnings reaction + more buybacks. Hate to see lay offs but really necessary to rebuild the business"
X Link 2026-01-30T14:41Z [---] followers, [---] engagements

"Cooper what are you doing Docking it in $TEM . If youre not comfortable being in the red you dont deserve to have compounding gains. I am not the type of person to try to get the perfect entry points on the few stocks I see as being 5-10x down the road. My FV right now is anywhere around $90-120 without any of the catalysts I see coming especially Medicare/AI reimbursement). I would rather lose a little bit in the short term and have the comfort of mind that I have position rather than the stock take off before then. Could this go back to $40 Sure but it could easily go back to $100+. I am"
X Link 2026-01-31T12:39Z [---] followers, [--] engagements

"Cooper what are you doing Docking it in $TEM . If youre not comfortable being in the red you dont deserve to have compounding gains. I am not the type of person to try to get the perfect entry points on the few stocks I see as being 5-10x down the road. My FV right now is anywhere around $90-120 without any of the catalysts I see coming especially Medicare/AI reimbursement. I would rather lose a little bit in the short term and have the comfort of mind that I have position rather than the stock take off before then. Could this go back to $40 Sure but it could easily go back to $100+. I am"
X Link 2026-01-31T12:39Z [----] followers, [----] engagements

"@HyperTechInvest Still such a sleeper 👀"
X Link 2026-01-31T13:05Z [---] followers, [---] engagements

"Great stuff. I think people just assume that PLTR or Anthropic can stick an LLM into a hospital and replicate what they do. The key is that no matter how quickly AI advances this takes years of getting the clinical data necessary to refine these algorithms. Its also not at a cheap valuation right now so most value investors miss it. https://twitter.com/i/web/status/2017677767303676091 https://twitter.com/i/web/status/2017677767303676091"
X Link 2026-01-31T19:14Z [---] followers, [--] engagements

"@RobStonks1 Seems like upstate ny lol"
X Link 2026-02-01T10:47Z [---] followers, [---] engagements

"$TEM "Marty McCary and the FDA have made it very known that they're going to be trying to accelerate approvals whether that's 510K or actual approvals for algorithms that are used in medicine." Why this is important She's discussing FDA leadership's commitment to faster approvals explicitly including for AI/ML based algorithms (e.g. software as medical device diagnostic tools). As approvals move forward so will reimbursement for these tools. This will be Tempuss Nvdia moment. Highly recommend everyone listen to this recent interview this past month (with Eric the CEO of Tempus) as part of the"
X Link 2026-02-01T12:26Z [----] followers, [----] engagements

"What I look for in a company My portfolio consists of $TEM $PATH $LMND $ODD and $PYPL. These companies dont all exhibit what I look for below but they do meet 2-3 of them at least. [--]. Founder still owns a big piece and runs the show I like businesses where the person who started it still has real skin in the game and proven they can actually execute over time. $ODD is a perfect example of this. Oran (CEO) is a true operator and has above 15% control of the business. [--]. High ROIC (or a believable path to it) The company should be earning a strong return on the capital its invested well above"
X Link 2026-02-01T13:29Z [----] followers, [----] engagements

"@Spike_1567 I have not. But if I recall arent they a serial acquirer"
X Link 2026-02-01T15:53Z [---] followers, [--] engagements

"@Sergeant991 Haha Ive actually been following zeta for longer than most people on here Dont currently have it though was planning on holding it longer but had a couple of better opportunities $ZETA seems to becoming very popular. I started a position after the short report in [----] (much before most of retail). Terrible CB right Here's why I don't care. (Continued) https://t.co/j0HOQ9MhKA $ZETA seems to becoming very popular. I started a position after the short report in [----] (much before most of retail). Terrible CB right Here's why I don't care. (Continued) https://t.co/j0HOQ9MhKA"
X Link 2026-02-01T16:44Z [----] followers, [---] engagements

"@Sergeant991 You will do well Id hold it for the long term. I didnt sell bc I was concerned about the business. Just was trying to consolidate my portfolio"
X Link 2026-02-01T17:14Z [---] followers, [--] engagements

"Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8% allocation followed by Google with 5%. That's a huge statement IMO"
X Link 2026-02-01T17:29Z [----] followers, 15.2K engagements

"@jrouldz Full ported $HIMS back in the day. Sold at $50-60 With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for me especially the Novo Nordisk partnership blowing up so quickly and the https://t.co/3LFhzLcb2j With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for me especially the Novo Nordisk"
X Link 2026-02-01T18:46Z [---] followers, [----] engagements

"Here is how I view $PATH right now: Lets be transparent about the bearish points first: [--]. Cannibalization from Claude (Anthropic) other agentic platforms and general AI agents This remains a legitimate risk. Pure LLM based agents can handle certain unstructured or dynamic tasks more flexibly and at lower cost than traditional RPA bots. The broader shift toward agentic AI can erode portions of UiPath's legacy RPA revenue if enterprises favor lighter code light solutions. [--]. Maestro pull through limited in the near term Maestro (UiPath's orchestration/control plane for agentic automation) is"
X Link 2026-02-01T20:22Z [----] followers, [----] engagements

"@Spike_1567 They need to split their stock Jesus"
X Link 2026-02-01T21:17Z [---] followers, [--] engagements

"This is crazy General Catalyst is the same firm with $LMND and now has 14.6% of their portfolio in $TEM Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8% allocation followed by Google with 5%. That's a huge statement IMO. https://t.co/lQXj7qDMaJ Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8%"
X Link 2026-02-01T22:51Z [----] followers, 10.2K engagements

"The most significant edge in the market comes the moment you stop fixating on whether your portfolio is in the green or the red. I share my losses particularly on $TEM deliberately to demonstrate that drawdowns are simply part of the process. This is not cope.I genuinely do not care about being down $100200k on paper. What actually merits attention The underlying business performance. $TEM recently pre announced earnings beating expectations across all key metrics while posting core growth above 30% and overall revenue growth exceeding 80%. The company faces multiple meaningful catalysts over"
X Link 2026-02-02T12:34Z [----] followers, [----] engagements

"I feel you man. I think a lot of people say they do but they just have tendencies. Im sure you know what I mean by this. Its a vicious cycle but Ive managed to channel it into healthier habits (learning). Its kind of a double edged sword but Ive tried to look at it optimistically it lets me focus and figure shit out - not bc Im smarter but bc I cant let it go until I have solved it. Hope you have learned to live with it in a healthy way. I dont think it can ever go away completely"
X Link 2026-02-02T15:21Z [---] followers, [--] engagements

"@HalalSN @Ironic_Ape Youre not alone man. Any time you want to chat about it - shoot me a message. Also not sure your music preference but NF (the rapper) openly talks about his experiences with it. Definitely has helped me"
X Link 2026-02-02T15:32Z [---] followers, [--] engagements

"This is why ontology matters. $PLTR perfected it and $TEM is doing it right now in healthcare. Every AI company claims to have it few actually do. Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial"
X Link 2026-02-02T21:42Z [----] followers, [----] engagements

"$PyPL PayPal Appoints Enrique Lores as Chief Executive Officer and David W. Dorman as Independent Board Chair No way"
X Link 2026-02-03T11:59Z [---] followers, [----] engagements

"@Spike_1567 Im actually very surprised on everything. Basically being gaslit the entire time. Im glad its only 5% of my portfolio. Is definitely still cheap but likely will remain that way. Id put money that the new CEO does a huge restructuring within the next 3-5 months"
X Link 2026-02-03T14:26Z [---] followers, [--] engagements

"I will happily sacrifice my portfolio if it makes finx influencers question their subscriptions to promote meme stocks. Be careful who you listen to on here(including me). Majority of the people cant even read a financial statement"
X Link 2026-02-03T20:55Z [----] followers, [----] engagements

"@KobeissiLetter Come on Elon we know you want to buy $pypl"
X Link 2026-02-03T20:59Z [---] followers, [---] engagements

"Imagine selling off $TEM after: - Announcing preliminary earnings beating expectations - Guiding even higher for the full year on massive data licensing momentum and pharma deals - Finally flipping adjusted EBITDA positive (and teasing GAAP breakeven soon) - Dropping multiple FDA algorithm clearances in oncology & cardiology within weeks - Watching Pelosi exercise calls and load up more shares right before/after the print - Seeing the stock rip +1525% in the first session post release - Then fade every single point of that gain over the next [--] days on zero news broad market rotation or"
X Link 2026-02-03T22:19Z [----] followers, [----] engagements

"I like $ROOT and it is cheap. Im not a fan of embedded insurance especially considering their large exposure to Carvana. Their IA channels (around 25% of their book if I remember correctly) are growing 40%+ (I know YoY is more) but will need to confirm that this earnings. Im not sold on the auto premium being say $200-400b in the future with autonomy. It will probably shrink which means $roots tam will shrink. $HImS Ive been following for years. I think it is a good opportunity here but it is going to take time. Too many acquisitions that are going to sit as fixed costs for a bit and pressure"
X Link 2026-02-04T09:55Z [----] followers, [---] engagements

"$PYPL serves as a clear reminder to me that genuinely transformative companies tend to trade at a valuation premium. In contrast stocks that appear cheap on the surface are often priced accordingly for good reason. I think that investors often forget that a successful turnaround has rarely been more difficult than it is today particularly in the highly competitive payments sector where execution challenges slowing growth technical debt and shifting competitive dynamics can quickly erode confidence. This is happening to SAAS as well. This brings me to the frequent question I receive about why"
X Link 2026-02-04T12:34Z [----] followers, [----] engagements

"@cesarsroy Ive been in and out of $odd since IPO. Was one of the first to talk about it on here. I still have a decent sized position. Probably the best risk reward here in the market from a financial and fundamental perspective. https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_campaign=post&utm_medium=web https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_campaign=post&utm_medium=web"
X Link 2026-02-04T12:42Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing