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@DAVYinvests Avatar @DAVYinvests DAVY

DAVY posts on X about $path, $odd, il makiage, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% social networks XXXX%

Social topic influence $path #11, $odd #1, il makiage #1, ai 12.5%, business #4271, $pypl #1077, products 6.25%, ceo #1330, $lmnd #151, agentic #425

Top accounts mentioned or mentioned by @weary_centurion @jakebrowatzke @neilx10 @mmmtwealth @smithonmarket @wealthmatica @attaloya @cedarstresearch @thestocksking @neil_x10 @winnerinvestor @thelonginvest @investwithsheng @uipath @danieldines @bjmtweets @jminvestment0 @gothburzs @jm_investment0 @mattscottcap

Top assets mentioned UiPath, Inc. (PATH) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) PayPal Holdings Inc (PYPL) Lemonade, Inc. (LMND) ZetaChain (ZETA) Palantir (PLTR) Goldman Sachs (GS) Hims & Hers Health, Inc. (HIMS) Palomar Holdings, Inc. Common stock (PLMR) The Root Network (ROOT) 4 (FOUR) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"$PATH Double beat"
X Link 2025-12-03T21:12Z 6472 followers, 28.4K engagements

"1/ Why I think $PATH has almost no real downside left but absolutely stupid upside if they execute Lets start with the obvious: the discourse around this stock is completely broken. Bulls are treating it like the next $PLTR on steroids pricing in a perfect outcome before most of the story has even played out. Bears are doing the opposite hyper focused on every short term flaw questioning the core product and acting like the company is one bad quarter from irrelevance. Both camps are wrong in useful ways. Im not in either trench. I just care whether the risk/reward still makes sense after the"
X Link 2025-12-05T13:02Z 6472 followers, 16K engagements

"$ODD is completely underestimated by the market in my opinion. Oddity is a DTC consumer platform that is building beauty brands Il Makiage & Spoiled child through the use of AI. They use machine learning quizzes to personalize products which bypasses the traditional retail channels for direct sales and higher margins. 🟢Founder Owned (Oran Holtzman) with high inside ownership of 20%+ of shares. 🟢20%+ Annual Revenue Growth 🟢20% EBITDA Margins 🟢P/E XX 🟢Gross Margin XX% 🟢Strong Balance Sheet 🟢20%+ ROIC 🟢Minimal tariff impact to the business 🟢Share buybacks Brand X and X are new brands"
X Link 2025-08-25T11:51Z 6453 followers, 6263 engagements

"Management Oran Holtzman (CEO Co-Founder Chairman) -Co-founded in 2013 -Leads tech/beauty innovation -Heavily involved in Oddity Labs developments (i.e Brand X and 4). Oran maintains significant share ownership which signals strong alignment with shareholders in my opinion and a personal stake in the company's success. Lindsay Drucker Mann (CFO) -16+ yrs at Goldman Sachs -Led Consumer Tech ECM IPOs like Peloton/Bumble. Lindsay brings robust financial acumen from her background at Goldman Sachs and has a played an important role in scaling Oddity's operations. Insider Ownership: 20+% (but"
X Link 2025-10-11T12:54Z 6462 followers, XXX engagements

"What is ODDITY Oddity first caught my eye after investing in $HIMS (which has many similarities). The business comprises two main segments: IL MAKIAGE: A premium makeup brand with AI-powered shade matching and a strong DTC presence. SpoiledChild: A science-backed anti-aging and wellness brand with subscription-based products and personalized recommendations. This dual brand strategy creates a flywheel effect where data from millions of users fuels product innovation driving customer retention and new brand launches. The Oddity Labs department is utilized to create new formulations and"
X Link 2025-10-11T12:54Z 6461 followers, XXX engagements

"How does ODDITY make money ODDITY generates revenue through its DTC platform leveraging its two core brands. 1) Product Sales (85%) Revenue from direct sales of IL MAKIAGE and SpoiledChild products driven by e-commerce and subscription models. Average order value (AOV) is $XX with a 30%+ repeat purchase rate. 2) Value-Added Services (15%) -Subscriptions: Recurring revenue from Spoiled Childs monthly delivery model. -Personalization Fees: Premium AI-driven product matching and consultations. -Partnerships: Collaborations with beauty influencers (Jeremy Scott and Alyson Hannigan) and"
X Link 2025-10-11T12:54Z 6464 followers, XXX engagements

"Competitive Edge AI-Powered Personalization AI matches products to XX% of users skin tones and needs outperforming manual methods. This drives a XX% higher conversion rate than industry averages. Data-Driven Flywheel With X million+ users data lake fuels product innovation and marketing creating a self-reinforcing growth loop. Direct-to-Consumer Efficiency Bypassing retail middlemen Oddity achieves higher gross margins vs. traditional beauty brands. Think of $ELF that needs to invest heavily in retail channels like Target. ODDITY Labs Innovation/Revela The $XX million lab investment (2024)"
X Link 2025-10-11T12:54Z 6453 followers, XXX engagements

"Powerful Trusted Brands IL MAKIAGE: #1 DTC makeup brand in the U.S. (eMarketer 2025) with 1.5m followers on Instagram. Spoiled Child: Fastest-growing wellness brand 484k followers on Instagram as of October 2025. Trust: Ranked #5 in beauty brand trust globally (Interbrand 2025). Yet some claim Oddity is fadingthe data says otherwise"
X Link 2025-10-11T12:55Z 6453 followers, XXX engagements

"$PLMR Niche CAT insurer (primarily earthquake) with a focus on AI and analytics for underwriting. Don't let the drop fool you the business is still fundamentally sound. -Forward P/E XX -FCF yield of XX% -Revenue compounding 40%+ @wealthmatica Might be on to something (check out his deep dive). I'd like to see a little bit more consolidation in this area before moving higher and breaking out of the descending wedge. Nonetheless its a good spot to start a position IMO. No position yet due to my heavy insurance exposure with $LMND and $ROOT but I like it"
X Link 2025-10-27T17:28Z 6460 followers, 2314 engagements

"$PYPL is officially the cheapest company I know from a FCF perspective. Sucks that no one uses them anymore oh wait"
X Link 2025-11-17T13:35Z 6462 followers, 9972 engagements

"$ODD Exceptional quarter 🟢Exceeded guidance across all metrics 🟢Double-digit growth for IL MAKIAGE & SpoiledChild 🟢METHODIQ brand launched (Nov) 🟢Expansion of ODDITY LABS platform Q3 2025 Performance Net Revenue: $148M (24% YoY) Gross Margin: XXXX% (+170 bps) Adjusted EBITDA: $29M (16% YoY) Adjusted EPS: $XXXX (vs. $XXXX prior year) Cash Position: $793M + $200M credit facilities Updated FY2025 Outlook Revenue: $806809M (2425%) Gross Margin: XXXX% Adj. EBITDA: $161163M Adj. EPS: $2.102.12 Improving margin and rev growth in a terrible tariff environment with a weakening consumer is"
X Link 2025-11-19T21:33Z 6450 followers, 2121 engagements

"@WinnerInvestor $PYPL is the safest bet at these valuations IMO. Ive built out my $PATH position unless it goes down more but been adding more $ODD to DCA"
X Link 2025-11-28T17:01Z 6460 followers, XXX engagements

"@TheLongInvest $PATH and $ODD"
X Link 2025-11-29T13:40Z 6460 followers, 2271 engagements

"$ZETA is executing flawlessly and they will do really well. Im not as confident on the terminal value with their growth rates as I am with $LMND and $PATH (if maestro plays out). Im also not a big fan of the marketing space due to the competition from larger players in the space and the dependence on data. Just my personal opinion"
X Link 2025-11-30T14:40Z 6460 followers, XXX engagements

"Saying $PATH is undervalued or overvalued without any context on a discounted cash flow is meaningless. Base Case Currently is $XX intrinsic value. I used a rough estimate of WACC but beta is low around XXXX so I think this is reasonable. As you can see the terminal value will depend heavily on the growth rates for the next X years. UI Path will need to retain their RPA business and cross sell into Maestro + their other Agentic products. Even if we completely reduce their growth rates the intrinsic value could fall into the $12-15 range. This is exactly why I've been saying there is little"
X Link 2025-11-30T15:39Z 6461 followers, 26.1K engagements

"@attaloya Ive had ROOT. Great company and its trading cheap. I just reallocated to $ODD as I have too much insurance in my portfolio"
X Link 2025-11-30T16:15Z 6460 followers, XXX engagements

"$PATH What can Sales and Marketing tell us about the business and why did I incorporate margin pressure in my DCF (Hint - higher cost might be better) 2Q 2026: $166.3M 2Q 2025: $194.3M XXXX% reduction There are a couple of ways of looking at this: 1) The Optimistic Side Cost Optimization: UiPath is becoming more efficient in acquiring and retaining customers. Improved ROI: Lower spend with higher revenue indicates stronger brand equity better targeting and possibly increased reliance on organic growth or partner channels. Profitability Focus: This aligns with the significant improvement in"
X Link 2025-12-01T13:36Z 6464 followers, 4786 engagements

"$PATH Open interest on 2027 & 2028 leaps looks a bit high for company that "won't show any growth" in the coming years. Must be a glitch"
X Link 2025-12-02T15:34Z 6464 followers, 5895 engagements

"Could be a $ROOT quarter. Ive stated multiple times that I think were early. Management will likely keep sandbagging until they get concrete data on how deployment is going with Maestro. My personal opinion is we see some progress with Maestro this year but nothing material to the numbers. The inflection point will be when they stop sandbagging guidance - which may be next quarter. Deployment takes time and usually lasts several months to educate enterprises. Im confident we will see growth with maestro but not completely sure on the time frame. In the meantime as long as RPA NRR stays 108%"
X Link 2025-12-02T16:58Z 6468 followers, XXX engagements

"$LMND often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there. What that quick take misses is that the stock isnt trading on todays earnings its trading on a rapidly improving terminal value thats starting to come into focus. Even though I prefer a X year DCF there is a lot of value in a XX year outlook here. Heres why the multiple is making more sense with each passing quarter: X. Car insurance is scaling faster than expected Car in force premium (IFP) grew XX %"
X Link 2025-12-03T12:10Z 6462 followers, 26.3K engagements

"@JM_Investment0 Cant argue with this. I do think $FOUR has some balance sheet risk (even though bulls would disagree with me) but likely will have more upside in the short term"
X Link 2025-12-07T15:45Z 6467 followers, 1685 engagements

"@SmithOnMarket I still think its extremely undervalued. Theyve made a lot of progress but technical debt is extremely hard to get rid of combined with a highly competitive sector. Likely 2027 will be their year"
X Link 2025-12-11T11:57Z 6468 followers, XX engagements

"Q3 aligned to my expectations with FCF reversion. That should only strengthen as the Blue Owl partnership allows faster collections on A/R with BNPL. Braintree will get back to growth Q4. Not much has changed with my thesis. The problem is sentiment (as much as I hate to say it) and how it can drag on the stock price. I like Jamie but she doesnt help. Agree with your points btw"
X Link 2025-12-11T12:04Z 6468 followers, XX engagements

"People wont be buying $PYPL until its $80+. At that point it will likely still be a buy"
X Link 2025-12-01T17:36Z 6471 followers, 9097 engagements

"$PYPL Finished listening to Jamie at UBS yesterday and honestly it left me more rattled than I expected. Shes usually pretty dry and measured but even by her standards this felt heavy on caution. The quotes that stuck with me: - Trade down behavior is still very consistent. - Average order values are lower pretty much across the board. - Branded checkout in Q4 tracking a couple points slower than the Q3 run rate we just reported. - Repeated the line about the lower income consumer being under pressure and said theyre seeing it in real time heading into the holidays. She also flagged the China"
X Link 2025-12-04T13:48Z 6471 followers, 3046 engagements

"$PATH I believe UiPaths trajectory is stronger than most investors realize. I wanted to get ahead of the curve by explaining how MCP and A2A impact Maestro before bearish narratives start forming. One of the most under discussed developments in enterprise AI is the rapid proliferation of specialized AI agents. Large organizations are now deploying agents from multiple vendors simultaneously: Microsoft Copilot Salesforce Einstein Google Gemini agents OpenAI custom GPTs Anthropic Claude and others. While this creates tremendous capability it also introduces a significant integration challenge:"
X Link 2025-12-04T20:16Z 6471 followers, 6343 engagements

"I havent sold any $PATH shares. Ive had a couple of people say that Im being paid to promote the stock and that I sold after earnings. Lets just be clear: 1) I dont have enough followers to do that. 2) I have hands on experience with using UI Path in my career and have followed it for many years. 3) Ive waited to assume a position until recently because I was waiting for more information to come out. 4) I dont constantly post my portfolio on here bc I dont answer to anyone else. 5) I buy with the intention to hold for many years especially with UI path being the inflection next year. 6) I"
X Link 2025-12-09T17:52Z 6472 followers, 9025 engagements

"Buys today $100k to $LMND and $100k to $PATH. Yes Im still buying at these levels"
X Link 2025-12-10T16:17Z 6472 followers, 8680 engagements

"$ODD ODDITY Tech Ltd Thread (Capitulation or opportunity) -Business model -Competitive Edge -Innovation -Valuation CEO Oran "Our business is growing with high profitability multiple engines and long runways"
X Link 2025-10-11T12:54Z 6472 followers, 24.6K engagements

"History 2013-2018: Founding and Early Innovation -ODDITY was founded in 2013-2014 by Oran Holtzman and launched its first brand IL MAKIAGE in 2018. -Initially focused on direct-to-consumer (DTC) beauty it pioneered online makeup matching using AI-driven technology. 2022: Expansion and Innovation -Introduced Spoiled Child in 2022 leveraging molecular discovery and a subscription model. -The company grew its tech platform integrating AI computer vision and data science to personalize beauty solutions. 2021Present: Public Market and Growth -Oddity went public on the NYSE in July 2023 under $ODD"
X Link 2025-10-11T12:54Z 6472 followers, XXX engagements

"$PATH The legacy RPA take on UiPath is still complete nonsense. Quick context before I start: 1) UiPath hasnt been just RPA in years. Its a full agentic platform that runs traditional bots any LLM and autonomous agents together under Maestro. 2) Everyone (management sell side every long) has said a million times that Maestro wont move revenue materially for a few more quarters. No one is hiding that. Now the actual point. Half the timeline instantly decided this is a dying RPA company using AI lipstick to slow churn. That narrative falls apart the second you look at the numbers or the actual"
X Link 2025-12-04T12:11Z 6472 followers, 10.2K engagements

"A lot of noise lately about Daniel Dines selling $PATH shares. Most of it shows a complete misunderstanding of how Rule 10b5-1 plans actually work. Quick facts: - These are pre scheduled automated sales set up months (sometimes years) in advance when the insider has zero material nonpublic information. - They exist specifically to prevent any appearance (or reality) of insider trading. - Dines latest sale (Dec 10): 45000 shares ($837k). Thats XXXX% of his position. Daniel Dines still beneficially owns 1920% of UiPath. Even after selling 5.7M shares over the past year under his 10b5-1 plan he"
X Link 2025-12-11T22:12Z 6472 followers, 4217 engagements

"$ODD Had more time to look into their Q3. Not discounting their Q3 but playing devils advocate here. Key Observations Share-based compensation (+$9.2m YoY🔴) Boosted OCF artificially (non cash add back) but expected in a growth phase. I will continue to monitor it because sustained increases could mask underlying cash trends along with potential dilution. Trade payables ($25.2m YoY🟡) Largest headwind; flipped from source (+$6.0m) to use ($19.2m). Likely timing of supplier payments or terms normalization not inherently negative but worth tracking for a potential liquidity impact in the"
X Link 2025-11-21T18:58Z 6468 followers, 2668 engagements

"Added $30k worth more of $ODD today"
X Link 2025-11-26T16:11Z 6468 followers, 2601 engagements

"$PATH UiPath: Margin Expansion + Durable Moat Financial Snapshot Stock Based Compensation (SBC): Still elevated at $78M per quarter but trending down. The $500M buyback offsets dilution. Once IPO era grants roll off and the stock stabilizes SBC normalization will be a major tailwind for GAAP profitability. Gross Margins: 80-84% overall XX% for software Net Revenue Retention (NRR): 108110% (down from XXX% a year ago but still strong). Non-GAAP Operating Margin: Hit XX% last quarter; UiPath has already shown it can reach 30%+ (Q4 FY2025 was 32%). My Target: 2530% in XX years feels realistic as"
X Link 2025-12-02T20:53Z 6467 followers, 3447 engagements

"Post Q3 FY2026 $PATH Valuation trying to stay grounded and technical Bulls will call me conservative bears will call me delusional heres my middle of the road take. Quick recap: - Price $XXXXX $10.4B market cap $8.9B EV - TTM revenue $1.555B - ARR $1.782B (+11% YoY) - NRR stuck at XXX% for three straight quarters - TTM non GAAP op margin XX% FCF margin XXXX% - $1.52B net cash essentially zero debt - First GAAP profitable quarter in company history Q3 was solid but growth is still XXX% forward looking. FY2026 guidance only implies 1112%ish revenue growth and management was pretty clear:"
X Link 2025-12-07T14:06Z 6468 followers, 8972 engagements

"@jakebrowatzke $ODD 🤝"
X Link 2025-12-08T15:56Z 6471 followers, 1378 engagements

"$PATH is no longer just RPA Many still think of UiPath solely as robotic process automation. In reality the company has spent years evolving into a full spectrum intelligent automation platform complete with process mining task mining document understanding and arguably most important a robust agentic AI framework. The March 2025 acquisition of Peak AI accelerates that transformation dramatically. Peak brings a mature Decision Intelligence platform purpose built for autonomous outcome driven AI agents in high impact commercial domains: - Inventory AI optimizes stock across purchasing"
X Link 2025-12-09T16:02Z 6470 followers, 2979 engagements

"$PATH UiPath Thesis -What do they do -Strategic Positioning -Expanding TAM and Structural Tailwinds -Technology Differentiation -Adoption and Stickiness -Partnerships -Financial Overview "The unknown can be scary. Create a culture around understanding and celebrating automation and its purpose so your employees can learn to embrace it rather than fear it." Daniel Dines (CEO)"
X Link 2025-11-11T16:11Z 6472 followers, 67K engagements

"$PATH UiPath Delivers Strong Q3 FY2026 Results and Accelerates Agentic Automation Innovation UiPaths third quarter highlights: ✅ Revenue: $411M up XX% YoY ✅ ARR: $1.782B up XX% YoY ✅ Achieved first GAAP-profitable Q3 with $13M operating income ✅ Non-GAAP operating income: $88M ✅ Net cash flow from operations: $28M Whats driving this momentum Enterprises are scaling AI and automation strategies and UiPath is leading the way with a unified platform that combines deterministic automation agentic automation and orchestration.all in a trusted governed system. Recent Innovations & Partnerships:"
X Link 2025-12-03T21:22Z 6471 followers, 8531 engagements

"$PATH Hands On Experience with UiPath ROI (this is part of my resume pitch btw). A few years ago I led the restructuring finance workstream for a multi billion dollar CPG company that had finally reached the breaking point with its legacy systems. The brief from the CFO was pretty straightforward put a hard number on how much the manual workarounds were costing us and find a modernization path that actually worked inside our capital constraints. We started with the textbook solution which was a complete core system replacement that would harmonize decades old ERP instances custom code and an"
X Link 2025-12-06T15:14Z 6472 followers, 23.3K engagements

"$PATH The gap between todays X forward sales multiple and a potential XXX (or higher) comes down to one thing imosales model evolution. Since Ive yet to see a bear thesis on this platform that actually lines up with what Im hearing or seeing Ill try to give some perspective from my POV but lets set some context first: 1) RPA and Agentic can still provide XX% + growth with minimal maestro adoption. There needs to be a sales funnel that is conditioned to feed this growth. 2) Daniel Dines has said multiple times that he wants to grow his talent internally. I believe this is partially the reason"
X Link 2025-12-08T13:05Z 6472 followers, 4182 engagements

"Got my $PYPL dividends. Enough for a couple or a hundred drinks tonight to drink the pain away. Cheers 🥃"
X Link 2025-12-11T11:34Z 6472 followers, 3365 engagements

"$ODD Fair Value: $XX / share Base case XX% revenue CAGR through 2030 1720% FCF margins $XXX B revenue and $340400 M annual FCF by FY2030 Why this is realistic: X. Proven playbook IL MAKIAGE $XXX M run rate SpoiledChild scaling toward $XXX M+ Core brands alone can compound 1820% organically X. Brand X METHODIQ (launched Nov 2025) AI powered medical skincare + telehealth Early data: X higher AOV vs core 4050% gross margins Path to $150250 M run-rate by 2028 X. Brand X 2026 launch Management repeatedly guiding to another multi hundred million dollar brand in wellness Track record makes this high"
X Link 2025-12-11T17:15Z 6472 followers, 7183 engagements

"@MMMTwealth Seems like we like the same stocks. $PATH $LMND and $ZETA. Still think you should consider $ODD"
X Link 2025-12-12T17:33Z 6472 followers, 1363 engagements

"$PATH There are some truths to @gothburzs post 1) If the deployment process sucks then there will be very little value added. Garbage in garbage out. 2) Use cases are not often audited or vetted. Heres how it really should work from my experience The C suite issues a formal directive making AI a strategic priority. The goals are to boost productivity improve efficiency and keep pace with competitors. To make this real companies pick a group of AI champions (yes the term is a little cringy) from key areas like finance operations HR procurement and IT. These folks are typically mid level"
X Link 2025-12-12T18:34Z 6472 followers, 3933 engagements