@Informarts Avatar @Informarts Informational Arts

Informational Arts posts on X about $lmnd, $hims, ai, $duol the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 56% finance 23% technology brands 21% cryptocurrencies 9% automotive brands 7% countries 6% celebrities 2% exchanges 2% gaming 1%

Social topic influence $lmnd 22%, $hims 21%, ai 8%, $duol 8%, $fig #35, $snow 7%, $tsla 7%, $pltr 6%, $nbis 6%, $net 5%

Top accounts mentioned or mentioned by @alc2022 @mmmtwealth @dividenddudex @gabgrowth @hypertechinvest @elonmusk @4vmrv @jakebrowatzke @databricks @kshvbgde @csandbatch @digiii @marco60454658 @holysmokas @hypergrowth102 @nftlunatic @ethenalabs @boujeefinances @figurerobot @grok

Top assets mentioned Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Figma, Inc. (FIG) Snowflake Inc. (SNOW) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cloudflare, Inc. (NET) PayPal Holdings Inc (PYPL) WIX.com Ltd. (WIX) monday.com Ltd. (MNDY) UiPath, Inc. (PATH) The Root Network (ROOT) Adobe, Inc. (ADBE) Sea Limited (SE) Datadog Inc (DDOG) Novo-Nordisk (NVO) Atlassian Corporation PLC (TEAM) MongoDB, Inc. (MDB) Eli Lilly and Company (LLY) Oscar Health, Inc. (OSCR) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) RAI Finance (SOFI) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) ODDITY Tech Ltd (ODD) Trade Desk, Inc. (TTD) Crowdstrike Holdings Inc (CRWD) Cisco Systems Inc (CSCO) Palo Alto Networks Inc (PANW) UnitedHealth Group (UNH) Metaplanet Inc. (MTPLF) Strategy (MSTR) Upstart Holdings, Inc. (UPST) Confluent, Inc. (CFLT) Helium IOT (IOT) Metadium (META) Snap, Inc. (SNAP) Recursion Pharmaceuticals, Inc. (RXRX) Tempus AI, Inc. (TEM) AbCellera Biologics Inc. (ABCL) Iris Energy Limited (IREN) Viking Therapeutics, Inc (VKTX) S&P Global Inc (SPGI) Aspen Aerogels, Inc. (ASPN) Alien Base (ALB) CRISPR Therapeutics AG (CRSP) Intellia Therapeutics, Inc (NTLA) BEAM (BEAM) Apple, Inc. (AAPL)

Top Social Posts

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

"RT @4vmrv: Tap the post"
X Link 2026-02-11T00:56Z [---] followers, [----] engagements

"@jakebrowatzke Honestly throw $FIG in there. Amount of vibe-coded slop being spat out into the world needs actual designers at some point"
X Link 2026-02-10T21:09Z [---] followers, [---] engagements

"I see a disconnect from people promoting that AI will commodify software and the people actually producing software If the average analyst-joe can ship a $FIG clone I'm sold. Not before"
X Link 2026-02-06T12:43Z [---] followers, [---] engagements

"With all the decent vibe-coded slop getting churned out original design is the only real differentiator left. That's why I'm bullish on $FIG - none of the big SaaS companies can match the pace Dylan + team are shipping at and they're integrating AI well"
X Link 2026-02-11T09:49Z [---] followers, [----] engagements

"@databricks Just go public already"
X Link 2026-02-09T17:19Z [---] followers, [----] engagements

"This is what makes me ashamed to be a European. Is anyone actually impressed by this Does the average EU socialist voter think this is a win This clown wants to make France an AI leader with 30M 🤡 https://t.co/0HKmu4qji2 This clown wants to make France an AI leader with 30M 🤡 https://t.co/0HKmu4qji2"
X Link 2026-02-06T22:17Z [---] followers, [--] engagements

"RT @kshvbgde: I can't believe this is a government website what the fuck"
X Link 2026-02-07T15:25Z [---] followers, [----] engagements

"RT @CSandbatch: Lol dude you have weeks"
X Link 2026-02-11T00:06Z [---] followers, [---] engagements

"RT @digiii: delusional optimism is the only way out"
X Link 2026-02-11T00:25Z [---] followers, [---] engagements

"Its genuinely hilarious watching X accounts saying that software is dead while shitting on $FIG $DUOL $WIX $MNDY $PATH etc. You really think youre smarter than the people who built multi billion-dollar companies Theyre not panicking. Theyre already three moves ahead of whatever apocalypse you just invented 😂 https://twitter.com/i/web/status/2022048750143742348 https://twitter.com/i/web/status/2022048750143742348"
X Link 2026-02-12T20:42Z [---] followers, [---] engagements

"Looking forward to $SNOW earnings tonight"
X Link 2025-05-21T10:27Z [---] followers, [--] engagements

"Next generation mag 7: $SNOW $NET $PLTR $HIMS $CRWD $MDB $TSLA (they aren't going anywhere anytime soon)"
X Link 2025-05-21T11:32Z [---] followers, [---] engagements

"Waiting patiently for $LLY X $HIMS partnership"
X Link 2025-05-21T11:39Z [---] followers, [---] engagements

"Someone who is smarter than me - in the long run is there room for both Databricks & $SNOW Seems like they start overlapping more and more. Would it be stupid to bet on both if and when Databricks IPO's"
X Link 2025-05-22T08:45Z [---] followers, [--] engagements

"Snagged [---] shares of $NBIS at $22.38 avg. and [---] shares of $HIMS at $30.32 avg. a month ago. Reading X a little bit of luck and good timing and a concentrated portfolio. [----] is the year we start escaping the rat race 🙏 they make up 30% of my portfolio"
X Link 2025-05-24T08:26Z [---] followers, [---] engagements

"You do not have to own EVERY stock. Choose a few good ones. For instance if you like insurance tech you don't have to own both $OSCR $LMND & $ROOT. Just choose one of them (even though they operate within different insurance categories)"
X Link 2025-05-24T08:28Z [---] followers, [---] engagements

"@alc2022 Where can I donate for a $LMND deep dive"
X Link 2025-05-24T11:14Z [---] followers, [----] engagements

"The best stocks rewrite business models: $TSLA leading with autonomy & energy $LMND disrupting insurance $HIMS redefining healthcare $NET reshaping cloud security. My top picks to dominate long-term"
X Link 2025-05-30T07:22Z [---] followers, [---] engagements

"$PLTR is one of the greatest companies in the world and the most strategically important company in the west. This does not change the fact that it is richly valued. Profitable great companies also crashed in [----] e.g. $CSCO. This is starting to look like a similar case"
X Link 2025-05-31T10:38Z [---] followers, [--] engagements

"Out of principle you should pick either $HIMS or $OSCR not both. Hims & Hers direct-pay model clashes with Oscars insurance focus. Stay consistent"
X Link 2025-06-02T16:25Z [---] followers, [---] engagements

"@MMMTwealth Disgusting to have $S and $PANW on your list over $NET"
X Link 2025-06-02T17:11Z [---] followers, [---] engagements

"You want to own companies where the customers love the product. Good examples of this are $LMND $DUOL $PLTR $TSLA - bad examples of this are $UNH $ADBE"
X Link 2025-06-10T13:46Z [---] followers, [---] engagements

"Decided to concentrate my portfolio more 26.7% $LMND 18.4% $HIMS 15.1% $NBIS 14.4% $SE 12.7% $TSLA 12.7% $SNOW 0.4% cash Sold out of $NET because it had gotten to some insane multiples. Also sold out of $KLAC & $AMAT as they felt a bit out of place"
X Link 2025-06-10T14:02Z [---] followers, [---] engagements

"How does the Israel Iran conflict impact $LMND They have 20% of their staff in Tel Aviv"
X Link 2025-06-13T03:29Z [---] followers, [----] engagements

"@Marco60454658 @HolySmokas Yea you just keep buying $ADBE then. Companies that are hated by their customers are digging their own grave"
X Link 2025-06-16T20:08Z [---] followers, [--] engagements

"If $PLTR ever gets below $70 again I'm going all in"
X Link 2025-06-17T15:16Z [---] followers, [--] engagements

"People promoting $MTPLF $MSTR & alt coins is essentially a taxicab indicator. Once the secret is out it's too late"
X Link 2025-06-19T16:24Z [---] followers, [---] engagements

"$LMND starting to feel like generational wealth. Don't let people know so I can accumulate more🤫"
X Link 2025-06-20T15:45Z [---] followers, [----] engagements

"I'm looking for stocks for the eminent moment when my white collar job is fully automated (we're not far away). So far $LMND is the most obvious play. Other candidates are $UPST $HIMS $PLTR $SOFI $SNOW $MDB $DDOG $IOT $CFLT - invest in these types of stocks to protect yourself - your future self will thank you"
X Link 2025-06-20T18:40Z [---] followers, [---] engagements

"What $HIMS sub $50 looks like What $LMND sub $40 looks like What $TSLA sub $350 looks like What $NBIS sub $50 looks like"
X Link 2025-07-14T10:47Z [---] followers, [---] engagements

"@DividendDude_X You will never get rich by buying fractional shares of a $250B market cap company. Get real"
X Link 2025-07-15T12:59Z [---] followers, [--] engagements

"Just bought another [---] shares of $LMND bringing my total to [----] shares 💪 Let's get rich boys"
X Link 2025-08-07T16:48Z [---] followers, [----] engagements

"I fundamentally reject investment in companies like $META or $SNAP due to their detrimental impact on cognitive development and societal intellect"
X Link 2025-08-07T17:35Z [---] followers, [---] engagements

"@GabGrowth Whats your take on Kaspi and Allegro Also e-commerce"
X Link 2025-08-09T11:00Z [---] followers, [---] engagements

"@GabGrowth Any particular reason"
X Link 2025-08-09T11:19Z [---] followers, [--] engagements

"Whats a stock today that's like $LMND in the $10-20s range that's wildly misunderstood by the market Y'all are so smart so there must be some on your radar"
X Link 2025-08-13T14:34Z [---] followers, [----] engagements

"Considering a big bet on $RXRX $TEM $ABCL and more $HIMS. As healthcare inevitably crosses the event horizon from generic to AI-driven precision medicine and personalized care these companies will lead. This is healthcares next wave"
X Link 2025-08-14T17:46Z [---] followers, [---] engagements

"When and where is the $190 fair value $LMND party 🥳 Think we'll hit it before $HIMS gets to celebrate $100 party"
X Link 2025-08-15T05:31Z [---] followers, [----] engagements

"Invest in companies with consistent QoQ customer growth. $HIMS $LMND $PLTR"
X Link 2025-08-16T13:15Z [---] followers, [--] engagements

"Looking forward to being on universal basic income in [--] years. Then I can mow the lawn start oil painting and wake up late OpenAI CEO Sam Altman says its actually the most exciting time to be starting out ones career.' Do you agree OpenAI CEO Sam Altman says its actually the most exciting time to be starting out ones career.' Do you agree"
X Link 2025-08-18T12:57Z [---] followers, [--] engagements

"Hot take: Cathie Wood will outperform 99% of investors in [--] years"
X Link 2025-08-20T06:35Z [---] followers, [--] engagements

"@hypergrowth102 $LMND for the secure play. $HIMS if I was in a gambling mood"
X Link 2025-08-22T05:20Z [---] followers, [---] engagements

"" $HIMS is with me; I will not be afraid. What can mere bears do to me " - Dudums 118:6"
X Link 2025-08-22T14:05Z [---] followers, [--] engagements

"@alc2022 You've admitted to being wrong about BB and GoPro in the past but it's not quite at that level yet. Try the app yourself do some field research reevaluate the thesis. Would love to hear your take after you've tried the app"
X Link 2025-09-05T18:44Z [---] followers, 16.5K engagements

"Adam May's birthday party (everyone is busy at the $HIMS $100 party)"
X Link 2025-09-06T11:02Z [---] followers, [---] engagements

"The future that Cognition will unlock is unfathomable and it will be known as one of the most important AI and reasoning labs in the world This company will unlock monumental human achievement So excited to be an investor of this company and their raw competitive nature The future that Cognition will unlock is unfathomable and it will be known as one of the most important AI and reasoning labs in the world This company will unlock monumental human achievement So excited to be an investor of this company and their raw competitive nature"
X Link 2025-09-09T15:24Z [---] followers, [--] engagements

"Well said Mr. President TO MY GREAT FELLOW AMERICANS https://t.co/oRsrE5TTHr TO MY GREAT FELLOW AMERICANS https://t.co/oRsrE5TTHr"
X Link 2025-09-11T11:25Z [---] followers, [--] engagements

"What are the odds that $HIMS runs to $150+ before EOY decides to tank for no reason at all to sub $40 start [----] and none of us sold anything"
X Link 2025-09-11T16:21Z [---] followers, [--] engagements

"@alc2022 Purest singularity scaler in the market"
X Link 2025-09-18T16:52Z [---] followers, [---] engagements

"Bullish $HIMS 🚨 BREAKING: TRUMP IS THINKING ABOUT LAUNCHING A WEBSITE TO HELP CONSUMERS SHOP FOR CHEAPER DRUGS $HIMS $NVO $LLY 🚨 BREAKING: TRUMP IS THINKING ABOUT LAUNCHING A WEBSITE TO HELP CONSUMERS SHOP FOR CHEAPER DRUGS $HIMS $NVO $LLY"
X Link 2025-09-19T19:58Z [---] followers, [---] engagements

"When $SE hits $400 $LMND hits $200 $IREN hits $150 $HIMS hits $200 $NBIS hits $300 we've probably hit the top. Not before"
X Link 2025-09-24T17:48Z [---] followers, [---] engagements

"@NFTLunatic @ethena_labs The crypto or do they have a public company Can't find anything"
X Link 2025-09-25T11:33Z [---] followers, [--] engagements

"@BoujeeFinances Makes sense. Half of it is last generation automotive & petrochemistry pharma. The other half is oil and tobacco. Not worth touching"
X Link 2025-10-01T05:57Z [---] followers, [---] engagements

"@HyperTechInvest $PYPL $DUOL $NVO $VKTX $SPGI"
X Link 2025-10-03T06:44Z [---] followers, [---] engagements

"@elonmusk just do it already. It's a drop in the bucket. If Elon just put all his money into $HIMS he could probably double up in less than a year. https://t.co/GS6nNVzhY9 If Elon just put all his money into $HIMS he could probably double up in less than a year. https://t.co/GS6nNVzhY9"
X Link 2025-10-03T18:13Z [---] followers, [---] engagements

"My $TSLA thesis"
X Link 2025-10-04T15:32Z [---] followers, [--] engagements

"@Figure_robot Incredible work When is the IPO Let us be part of this journey"
X Link 2025-10-09T18:40Z [---] followers, [---] engagements

"@MMMTwealth Hey @grok Tell me about $ASPN & $ALB. Never heard about them before"
X Link 2025-04-22T14:51Z [---] followers, [---] engagements

"🧬 Im obsessed with CRISPR and its potential Gene editing is changing the world. Let me share with you some companies I'm watching: Health & Medicine: $CRSP: CRISPR Therapeutics - Cures genetic diseases with CRISPR $EDIT: Editas Medicine - Treats blindness & blood disorders $NTLA: Intellia Therapeutics - Targets heart & liver conditions $BEAM: Beam Therapeutics - Precisely fixes DNA for health $VERV: Verve Therapeutics - Cuts cholesterol with gene edits De-Extinction & Wildlife (this is wild): Colossal Biosciences: Revives extinct species like dire wolves & mammoths (private) $CRSP: CRISPR"
X Link 2025-04-24T12:45Z [---] followers, [---] engagements

"@DividendDude_X about to blow a fuse after $AAPL / $GOOG news 😂"
X Link 2025-05-07T15:39Z [---] followers, [---] engagements

"$AMZM this. $GOOG that. Stop talking about what has been and get an original thought"
X Link 2025-05-13T13:23Z [---] followers, [--] engagements

"I believe my portfolio will outperform 99% of portfolios in the long run: 18.9% $HIMS 18.9% $SE 14.5% $TSLA 12.8% $SNOW 12.3% $NBIS 9.7% $LMND 6.3% $AMAT 4% $NET 2.4% $KLAC I firmly believe in the AI thesis and that it will flip our way of life on its head (and I like boner pills and cheap e-commerce in SEA). I'd like to get into Palantir again but I just can't with this valuation. If and when Databricks goes IPO I will match a position in that to my Snowflake position. I do not believe in diversification for the sake of diversification - my philosophy is to hold 8-12 companies with"
X Link 2025-05-24T07:03Z [---] followers, [----] engagements

"@NighthawkTradez @ro @RentYourStocks She complained about a cotton plant in a hotel. Turns out she also had a cotton plant in her own home"
X Link 2025-10-06T13:30Z [---] followers, [--] engagements

"@HyperTechInvest $HACK.ST - iGaming $2B marketcap TTM P/E [--] 50% revenue growth guides for 30% revenue growth"
X Link 2025-10-18T18:58Z [---] followers, [---] engagements

"The most exciting companies on the planet are all private. Anduril SpaceX Figure ai OpenAI Anthropic Stripe etc. This is not healthy. The general public will only gain some of the wealth once the vast majority of the gains have already been made. What has happened to the IPO market"
X Link 2025-10-23T08:02Z [---] followers, [--] engagements

"If you truly want to free your mind master Linear Algebra & Statistics. They unlock every industry - from Finance to AI labs to quantum computing. Okey hear me out what if you LEARN MATH instead of coding https://t.co/YX9KSTGsuB Okey hear me out what if you LEARN MATH instead of coding https://t.co/YX9KSTGsuB"
X Link 2025-10-23T12:09Z [---] followers, [--] engagements

"I wonder if anybody from $ICE tried Polymarket before investing $2B. Filled with bots thin liquidity on most bets insane spreads and insane manipulation of odds"
X Link 2025-10-23T18:42Z [---] followers, [---] engagements

"@alc2022 Would be curious to hear your take on some Chinese stocks. Ubtech Robotics doing humanoid robotics Unitree going IPO in Q4 $BYDDY $BABA $NEO $PDD etc. You can hate China as much as you want but they're smart and there is a lot of them"
X Link 2025-10-23T18:52Z [---] followers, [---] engagements

"Tempted to all in $PYPL. Shouldn't already trade at $70 again after OpenAI deal 😂"
X Link 2025-10-29T19:29Z [---] followers, [---] engagements

"Not sure whether to full port $PYPL $NVO or $HIMS"
X Link 2025-11-04T19:12Z [---] followers, [---] engagements

"New Jim Cramer Jesus what happened $DUOL https://t.co/n9WV4FGWlM Jesus what happened $DUOL https://t.co/n9WV4FGWlM"
X Link 2025-11-06T06:47Z [---] followers, [--] engagements

"@alc2022 what's your take on the slowing QoQ revenue for $DUOL Seems very similar to why $HIMS was punished last quarter"
X Link 2025-11-06T08:11Z [---] followers, [---] engagements

"@bryan_johnson Lost in the Casino last night - could really go for some extra virgin olive oil and $10.000"
X Link 2025-11-12T14:04Z [---] followers, [--] engagements

"How is painpal $PYPL sub $60 😂 Honestly might be one of the best buys for 2026"
X Link 2025-11-21T15:39Z [---] followers, [--] engagements

"Buy winners. $LMND over $ROOT $HOOD over $SOFI $NBIS over the rest of the crowd of copycats"
X Link 2025-12-11T19:36Z [---] followers, [---] engagements

"I see all these stupid python scripts for polymarket and how you can make millions in PnL each month. The thing people don't realise is that there has to be someone on the other side taking the loss and that is you. You're the exit liquidity. You can't make $1M+ in PnL each month with a vibe coded system https://twitter.com/i/web/status/2006532387434295491 https://twitter.com/i/web/status/2006532387434295491"
X Link 2026-01-01T01:06Z [---] followers, [--] engagements

"Tell me which movie this guy is from & I'll PayPal you $50"
X Link 2026-01-04T05:18Z [---] followers, [--] engagements

"I support this as a Dane but our politicians would never even consider it. They are too busy trying to grift the people by raising taxes and playing VC by dumping our tax surplus into rsted denmark should just sell greenland to the u.s. for $2 trillion wipe out their debt start a sovereign wealth fund & fatfire as the worlds bougiest welfare state. why would you not do it denmark should just sell greenland to the u.s. for $2 trillion wipe out their debt start a sovereign wealth fund & fatfire as the worlds bougiest welfare state. why would you not do it"
X Link 2026-01-06T01:40Z [---] followers, [--] engagements

"@alc2022 What's your rationale for looking at $IBRX"
X Link 2026-01-09T14:44Z [---] followers, [---] engagements

"How Israeli tech companies look at me $LMND $ODD $PGY $ETOR $WIX"
X Link 2026-01-09T15:20Z [---] followers, [---] engagements

"We got Pandora before GTA [--] 🚨: A "Super-Earth" named TOI-1846 b located [---] light-years away has been detected emitting a mysterious repeating signals. https://t.co/N8H72vLjqS 🚨: A "Super-Earth" named TOI-1846 b located [---] light-years away has been detected emitting a mysterious repeating signals. https://t.co/N8H72vLjqS"
X Link 2026-01-13T17:14Z [---] followers, [--] engagements

"It feels like everyone's raking in millions from stocks or bootstrapping million $ ARR companies overnight. That's just the X echo chamber we're all stuck in. In reality most people are sheep with no plans or ambition. I'm glad to be here"
X Link 2026-01-14T12:26Z [---] followers, [--] engagements

"As a Dane I believe many around the world underestimate the depth of Donald Trump's unpopularity here - 89% hold a negative view (I'm not among them) undoubtedly exacerbated by the Greenland affair. Sadly most Danes are not capable of independent thought having been brainwashed by our biased media's echo chamber. This means that it's essentially impossible to have any productive conversation about the geopolitical situation in Denmark - whether at work at home or with peers. It always ends in: "Trump bad." "Why" "Because I don't like him." To me Trump is simply prioritizing America's security"
X Link 2026-01-21T16:03Z [---] followers, [--] engagements

"From CNBC's Sprigs Srivastava: "Trump also kept referring to Greenland as a 'piece of ice' and appeared to confuse it with Iceland" This is sloppy journalism. Trump is correct that Greenland is mostly ice-covered (over 80% by its massive ice sheet). As for the names: Erik the Red dubbed it "Greenland" around [---] AD to lure settlers as southern coastal areas were greener during a warmer period. Iceland got its name from Viking explorer Flki Vilgerarson after spotting drift ice in a fjord despite its volcanic terrain and green landscapes. Climate shifts over centuries made the irony stick -"
X Link 2026-01-22T07:37Z [---] followers, [--] engagements

"99.88 $LMND I can taste the sweet honey Yet Yet It is so far"
X Link 2026-01-22T18:17Z [---] followers, [---] engagements

"$LMND might seem expensive now but I've learnt from the past that you always want to buy the winners and never the second or third best just because they are cheaper. Winners keep on winning"
X Link 2026-01-23T10:06Z [---] followers, [--] engagements

"Issue with $PYPL is that they're not the best at anything. They're always the 3rd or 4th best option. It will never reach ATHs again untill management becomes laser focused on beeing really good at one thing"
X Link 2026-01-23T10:08Z [---] followers, [---] engagements

"Copper is next Then Lithium Graphite & Cobalt Then Gallium Germanium & Antimony Then Niobium Tantalum Ytterbium Europium Erbium & Rubidium Then Titanium Beryllium Rhenium Tungsten & Hafnium This game is too easy. By ultra small cap us extractors and refineries. Easy money. You're welcome Gold silver platinum & uranium has already had its run https://twitter.com/i/web/status/2014732250592456851 https://twitter.com/i/web/status/2014732250592456851"
X Link 2026-01-23T16:09Z [---] followers, [--] engagements

"@elonmusk I'm a huge fan of Grok but I've noticed lately that stuff like stock prices market cap etc (I.E. real time that that is important) is simply not working. It's always using outdated information. Grok is simply not useful right now in terms of that. I catch it very often spitting out straight up lies. https://twitter.com/i/web/status/2015781560746692783 https://twitter.com/i/web/status/2015781560746692783"
X Link 2026-01-26T13:39Z [---] followers, [--] engagements

"@InvestInAssets Genmab ABB evolution Demant GN store nord"
X Link 2025-05-11T18:15Z [---] followers, [---] engagements

"The $CHGG / $DUOL case is interesting - real first AI pilot hitting EdTech: destroyer angle tanking Chegg's homework revenue vs enabler angle lifting Duolingo's personalized side. Get this framework down map it to other sectors like content/media design customer support - and you'll spot winners for a long time coming. https://twitter.com/i/web/status/2015785608724021540 https://twitter.com/i/web/status/2015785608724021540"
X Link 2026-01-26T13:55Z [---] followers, [---] engagements

"@Geiger_Capital After the nearly 150% rally past year No thanks"
X Link 2026-01-30T18:20Z [---] followers, [----] engagements

"I think it's interesting how $DDOG $SNOW $MNDY $DUOL $TTD $GDDY etc is selling off. Has anyone actually tried vibecoding something this complex 😂 Furthermore have you tried getting customer trust - that's the real moat. We're getting to a place that's so incredibly unrealistic and all of these are selling at an insane discount. $MSFT won't be replaced by mr. $20K MRR in [--] days vibe-coded app filled with security risks & no trust & historical proof of delivery of service. https://twitter.com/i/web/status/2019039624052584943 https://twitter.com/i/web/status/2019039624052584943"
X Link 2026-02-04T13:25Z [---] followers, [---] engagements

"The $TEAM earnings shows how wrong the market is and that everything is just driven by sentiment 😂"
X Link 2026-02-05T21:53Z [---] followers, [---] engagements

"I bet if you make like an equal weighted portfolio of $DUOL $PATH $TTD $TEAM $MNDY $ASAN $RBRK $ZETA $WIX $ODD $LMND $ROOT $FIG you'll crush Nasdaq in the next 10-15 years: [--]. They're the companies integrating AI best into their products. [--]. Their foundation is not ai vibecoded slop [--]. They were created without a delusional [--] year old founder who thinks they can create a salesforce copy in [--] weeks (no hate❤) meaning the people who work there are actually smart [--]. Most of them are still founder led and relatively new companies so they are not bloated with old ideas/ways of doing things & no"
X Link 2026-02-06T00:08Z [---] followers, [---] engagements

"$FIG gives me $COIN / $HOOD IPO vibes. I think we'll see a major comeback story once everything cools down"
X Link 2026-02-06T00:10Z [---] followers, [---] engagements

"Day [--] of the SaaS-pocalypse. Early recovery signals appearing on the horizon. Still dont know if the market is finally coming to its senses or if this is just another dead cat bounce. Holding the line. Xoxo $FIG $PATH $TEAM $MDNY $CRM $DDOG $ADBE"
X Link 2026-02-06T11:19Z [---] followers, [---] engagements

"From vibe-coding to production. Try the tools and publish before you say AI is replacing software engineers. Just try it"
X Link 2026-02-06T12:41Z [---] followers, [--] engagements

"Why is $LMND s market cap only $2.4B with 20%+ growth 30% projected $309M cash $676M in bonds and $151M in Q4 revenue and they're literally disrupting insurance infront of our eyes (and people do not hate them) Help me understand please. I feel like I am missing something"
X Link 2025-05-19T17:12Z [---] followers, 32.4K engagements

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