@InvestJourneyX Investor's JourneyInvestor's Journey posts on X about $hims, $iren, $sofi, $amd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 57.84% finance 24.51% technology brands 12.75% celebrities 0.98%
Social topic influence $hims #81, $iren 16.67%, $sofi 13.73%, $amd 10.78%, ai 4.9%, iren 4.9%, more than 4.9%, $nvo 4.9%, business 3.92%, this is 3.92%
Top accounts mentioned or mentioned by @joptionengineer @fantstockleague @moinvestinghq @bcoco @thsterlingbrief @wheelieinvestor @b_co_co @arthritisfinger @thebrilliantbu1 @ukcompounder @altivolans @msbinvests @kobeinvest @robstonks1 @nathanielsford @wallstreetsnypa @realtystacker @cashflowking94 @mariuszinvest @stevbuilds
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Iris Energy Limited (IREN) RAI Finance (SOFI) Advanced Micro Devices (AMD) Novo-Nordisk (NVO) Palantir Technologies Inc. (PLTR) AbCellera Biologics Inc. (ABCL) NVIDIA Corp. (NVDA) Gambling.com Group Limited (GAMB) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Ondas Holdings Inc. Common Stock (ONDS) Cipher Mining Inc. Common Stock (CIFR)
Top posts by engagements in the last [--] hours
"Just launched on launchvibe it was free and it only took like [--] seconds well done @jjcooldev π #BuildInPublic #IndieHackers #ProductHunt #Saas https://www.launchvibe.app/launch/225 http://optioneer.io https://www.launchvibe.app/launch/225 http://optioneer.io"
X Link 2026-02-09T10:47Z [---] followers, [---] engagements
"Not a bad start of the week I shipped [--] new options strategy guides in the Optioneer Learning Hub β
Protective Put Protective Collar Bear Put Spread Bull Call Spread Straddle Strangle Butterfly Spread Iron Butterfly all with clear explanations and worked examples. Also shipped a wave of product fixes and reliability improvements. Full breakdown in the blog post π https://optioneer.io/blog/learning-hub-update-feb-2026 https://optioneer.io/blog/learning-hub-update-feb-2026"
X Link 2026-02-09T22:25Z [---] followers, [---] engagements
"Another silent day. Fell asleep putting my kid to bed just woke up and checked the portfolio. New low. Again. Anyone else feel like this market is just rugged right now Are you buying this dip or just watching"
X Link 2026-02-12T22:40Z [---] followers, [---] engagements
"Im thinking of a new killer premium feature for Help me decide what to ship next π If you had to choose ONE what would you want most [--] Smart Flow Scanner (Spot unusual options activity in real time) [--] Assignment & Decay Intelligence (See assignment risk + theta impact instantly) [--] Upgrade Current Features (Make everything faster deeper smarter) Vote + feel free to comment why π http://optioneer.io http://optioneer.io"
X Link 2026-02-13T17:49Z [---] followers, [--] engagements
"@StevBuilds π€ I am building a platform which helps options traders discover trades screen contracts intelligently and track real P&L across strategies"
X Link 2026-02-15T08:23Z [---] followers, [--] engagements
"$GAMB posted mixed results EPS came in strong at $0.26 (+$0.10 beat) showing great cost discipline but revenue of $38.9M missed expectations by $2M. Still the business remains solid with consistent profitability and Ill be watching how they guide for next quarters as the U.S. market continues to expand. https://twitter.com/i/web/status/1988943556694749442 https://twitter.com/i/web/status/1988943556694749442"
X Link 2025-11-13T12:14Z [---] followers, [----] engagements
"I didn't have enough cash on hand so I adjusted the portfolio today. π Finally I pulled the trigger on my first $SOFI shares. No cash left now soit is time to lock in and go back to build on Optioneer. π"
X Link 2026-01-30T20:17Z [---] followers, [---] engagements
"I was going over the $SOFI earnings call transcript and I saw this: "At least 30% annual revenue growth (20252028) and 3842% compounded EPS growth." Does anyone remember hearing a very similar language years ago Because I definitely didn't forget about $PLTR πͺ Not saying history repeats but this looks very interesting to me π - of course like always this is NFA/DYOR. https://twitter.com/i/web/status/2018311221796069520 https://twitter.com/i/web/status/2018311221796069520"
X Link 2026-02-02T13:11Z [---] followers, [----] engagements
"@b_co_co Morning mate π€ Indeed the week started better than expected but it is only the beginning let's see if the market presents some buying opportunities π"
X Link 2026-02-03T06:23Z [---] followers, [--] engagements
"$IRENs quarter was a split story. Big wins: secured large-scale GPU supply structured GPU financing (customer-backed / partner-funded capex) and expanded AI partnerships that could drive multi-year revenue. But near-term: revenue fell from $240M last quarter to $185M (vs $224M expected) and they posted a $155M loss due to heavy build-out costs. Big picture takeaway: $IREN has a credible long-term story but its transitioning from a story stock to an execution stock. Thats the hardest phase and thats why opinions are so polarized right now. And also don't forget that $BTC price going down like"
X Link 2026-02-05T21:44Z [---] followers, [----] engagements
"@charliebilello One of these is still scaling AI + data center faster than the rest. Revenue growth tells you where demand actually is not where headlines are"
X Link 2026-02-06T14:38Z [---] followers, [---] engagements
"Rough week. My portfolio dropped almost 17%. A quick recap of my top holdings $AMD reported very strong earnings stock still dropped 20%. Great numbers brutal repricing. $IREN numbers were a bit disappointing but the narrative didnt change. Wild volatility: dumped to $28 after hours then ripped back to almost $42 by Friday. $HIMS had one of its worst weeks. Down more than 25% at one point. Recovered a bit on Friday then after-market news about FDA scrutiny sent it back below $20. $SOFI also down but held up way better than the rest. Now watch closely if $20 support can hold. Weeks like this"
X Link 2026-02-07T14:17Z [---] followers, [---] engagements
"@b_co_co Only 5% that is nothing π well done mate having lower beta definitely helps you during pullbacks πͺ"
X Link 2026-02-08T09:53Z [---] followers, [--] engagements
"@JOptionEngineer Pff sorry to hear that mate but no worries you will get back in profit I am sure πͺ I only bought some $SOFI and $IREN shares my cash reserve is almost done"
X Link 2026-02-08T13:57Z [---] followers, [--] engagements
"@growthstockpick Thank you for the honest notes I know what you're saying mate it happened to me as well but seeing you getting there gives me hopes I can do this as well π»"
X Link 2026-02-09T22:43Z [---] followers, [--] engagements
"@meeijer $HIMS ofc πͺ"
X Link 2026-02-09T22:47Z [---] followers, [---] engagements
"Solid breakdown. The key takeaway for me is that semaglutides moat isnt just the molecule its the delivery tech (especially SNAC) which most people underestimate. I also agree the oral copy move was unnecessary risk and misaligned with prior messaging. Glad $HIMS pulled it quickly suggests pragmatism rather than doubling down. Long term the real question isnt GLP-1 headlines but whether Hims keeps executing on Labs international expansion and higher-margin services. Thats where conviction should come from. https://twitter.com/i/web/status/2020994742486720714"
X Link 2026-02-09T22:54Z [---] followers, [--] engagements
"@GuyTalksEnergy $MSFT has a better discount but both of them are fine for long term π€"
X Link 2026-02-11T00:29Z [---] followers, [--] engagements
"@arthritisfinger Great points. Not drug vs drug. $NVO sells molecules. $HIMS sells distribution + data + recurring relationships. Pharma margins vs platform optionality. Who owns the customer long term Thats where the real multiple comes from"
X Link 2026-02-11T21:26Z [---] followers, [---] engagements
"@Brogan01122972 Hehe very similar to what I hear about $HIMS βΊ"
X Link 2026-02-11T22:23Z [---] followers, [---] engagements
"@b_co_co Well with $HIMS is a little more than that but mainly the fact that $NVO filled a lawsuit against them. Here I posted more on this: https://x.com/i/status/2020850826005172674 Novo Nordisk has officially filed a lawsuit against $HIMS for allegedly infringing on the semaglutide patent. This is real headline risk not just FUD. Plausible outcomes (most least likely): [--]. HIMS adjusts/pivots its GLP-1 offering or marketing. [--]. Settlement (often https://x.com/i/status/2020850826005172674 Novo Nordisk has officially filed a lawsuit against $HIMS for allegedly infringing on the semaglutide"
X Link 2026-02-13T21:16Z [---] followers, [---] engagements
"@Real_Money_Blog Hehe something like that π Btw look what was my fb profile pic back in [----] π"
X Link 2026-02-14T21:54Z [---] followers, [--] engagements
"@arthritisfinger Good points mate unfortunately at this moment I don't think anything would matter to Wall Street except what they will say about the $NVO lawsuit and GLP1s"
X Link 2026-02-14T22:12Z [---] followers, [---] engagements
"That revenue curve is wild. From $82M to $1.5B in [--] years thats not hype thats execution. If they even get close to that [----] guide youre looking at another $800M+ added on top. The key now is operating leverage. If margins expand while revenue compounds todays price will look very different in hindsight. Growth like this doesnt stay ignored forever. π Just a reminder of $HIMS incredible revenue growth π : 2019: $82.6 million 2020: $148.8 million 2021: $271.9 million 2022: $526.9 million 2023: $872 million 2024: $1.48 billion (69% YoY increase) [----] (Projected): $2.335 billion to $2.355"
X Link 2026-02-15T09:26Z [---] followers, [--] engagements
"@hypergrowth102 Love hearing this. Thats the real moat not just selling products but owning the full experience: data guidance follow-up. If they keep blending tech + personalization like that its way bigger than just a telehealth story. Bullish for the long run"
X Link 2026-02-15T09:31Z [---] followers, [--] engagements
"Im that annoying builder who keeps tweaking things π
This weeks change: Optioneer Premium trial is now $1 for [--] days. Market data isnt free and fully free trials dont scale well so this felt like the fairest middle ground. The $1 trial also locks in the Founding Member rate (30% off for life) shown below π If you try it Id really appreciate honest feedback"
X Link 2026-02-02T22:15Z [---] followers, [---] engagements
"A lot of investors saw $SOFI [----] share offerings and thought dilution. What actually happened: SoFi raised $3.3B while its stock was strong used it to massively strengthen the balance sheet and the value per share went up not down. It wasnt a survival capital but optionality for long-term growth. πͺ As we enter [----] @SoFi's mission and vision for the future are attracting more interest than ever before. Thats why we are excited to share our first Investor Relations Spotlight: providing more context on our recent capital raises. Well share these from time to time and look As we enter 2026"
X Link 2026-02-06T14:26Z [---] followers, [---] engagements
"Monday felt like the right time to reset. I updated my profile to reflect how I actually think about money: Linear income leaks. Leverage compounds. New week. Same focus: build systems reinvest repeat"
X Link 2026-02-09T09:10Z [---] followers, [---] engagements
"Great catch by @HatedMoats we should promote this type of posts not fake pumps. π€ $HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. π€‘ @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend of Peter Lynch. https://t.co/EcZqUUgb3d $HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. π€‘ @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend"
X Link 2026-02-09T10:37Z [---] followers, [---] engagements
"Attaching my trades from today: Bought $ABCL shares Bought [--] $HIMS Call contracts. Another bloody day for my portfolio mostly driven by $HIMS volatility. Not easy but Im sticking to my plan. If Im wrong Ill adjust. If Im right this should look obvious in hindsight"
X Link 2026-02-09T15:35Z [---] followers, [----] engagements
"Hmm I didn't expect for $HIMS to recover so well not bad +30% / +63% on the Calls I bought todayπͺ Can't wait to see what happens tomorrow π Attaching my trades from today: Bought $ABCL shares Bought [--] $HIMS Call contracts. Another bloody day for my portfolio mostly driven by $HIMS volatility. Not easy but Im sticking to my plan. If Im wrong Ill adjust. If Im right this should look obvious in hindsight. https://t.co/v7ooTIvtf2 Attaching my trades from today: Bought $ABCL shares Bought [--] $HIMS Call contracts. Another bloody day for my portfolio mostly driven by $HIMS volatility. Not easy but"
X Link 2026-02-09T21:23Z [---] followers, [---] engagements
"Quiet day on X today. I was very busy at work then unplugged to be fully present with my kid. Progress isnt always public. Hope you had a good one π€"
X Link 2026-02-10T19:55Z [---] followers, [---] engagements
"To all $HIMS investors or previous investors . If your conviction was real at $70 it shouldnt magically disappear at $18. Price volatility tests position sizing not thesis. What actually changed The core business Not much. The narrative Definitely. Your emotions 100%. Most people dont lose money because the company failed. They lose because their sizing didnt match their risk tolerance. If a 5070% drawdown forces you out thats not distribution. Thats leverage + oversized bets. Im personally heavy in $HIMS so I get the pain. But this is where discipline matters: Either: [--] Re-underwrite the"
X Link 2026-02-11T08:59Z [---] followers, [---] engagements
"Novo Nordisk has officially filed a lawsuit against $HIMS for allegedly infringing on the semaglutide patent. This is real headline risk not just FUD. Plausible outcomes (most least likely): [--]. HIMS adjusts/pivots its GLP-1 offering or marketing. [--]. Settlement (often stopping certain compounding; usually no major damages) [--]. Prolonged legal fight = volatility + uncertainty [--]. Worst-case injunction + damages (low probability but fear will price it) Impact: $NVO is protecting its key franchise. $HIMS feels short-term pressure but its not just a one-product company. For shareholders this is"
X Link 2026-02-09T13:22Z [---] followers, [---] engagements
"That revenue curve is wild. From $82M to $1.5B in [--] years thats not hype thats execution. If $HIMS even get close to that [----] guide youre looking at another $800M+ added on top. The key now is operating leverage. If margins expand while revenue compounds todays price will look very different in hindsight. Growth like this doesnt stay ignored forever. π Just a reminder of $HIMS incredible revenue growth π : 2019: $82.6 million 2020: $148.8 million 2021: $271.9 million 2022: $526.9 million 2023: $872 million 2024: $1.48 billion (69% YoY increase) [----] (Projected): $2.335 billion to $2.355"
X Link 2026-02-15T09:38Z [---] followers, [---] engagements
"@fantstockleague From the earnings were seeing AI spend is still a priority cloud + infra budgets arent slowing. Thats why Im comfortable owning $AMD (compute) and $IREN (power / data center exposure). Not chasing here though just letting price come to me π"
X Link 2026-01-29T13:34Z [---] followers, [---] engagements
"@himshouse Hmmm good article but the question that rises now is how $HIMS will beat this π"
X Link 2026-01-29T13:50Z [---] followers, [---] engagements
"@BrycePa09160521 @himshouse Indeed I saw the ad as well but don't think that it can compete with Serena Williams to be honest"
X Link 2026-01-29T15:07Z [---] followers, [--] engagements
"@Selling4Premium No trades yet looking forward to cheaper prices π"
X Link 2026-01-29T21:06Z [---] followers, [--] engagements
"Good morning everyone βΊ It looks like US premarket is fully red π Here are some stocks that I am currently watching: $HIMS -2.95% $IREN -4.5% $NBIS -3.2% $CIFR -4% $ONDS -2.75% $SOFI -2.67% $ABCL -3.11% Looks like today Ill be selling some Cash Secured Puts π"
X Link 2026-01-30T10:08Z [---] followers, [---] engagements
"@BlackPantherCap Cheets mate π€ Fibonacci retracement or how did you came up with those numbers π"
X Link 2026-01-30T13:05Z [---] followers, [----] engagements
"@hypergrowth102 Nope you should have more $HIMS π"
X Link 2026-01-30T13:06Z [---] followers, [---] engagements
"$SOFI Q425 Earnings Highlights Revenue: $1.03B +38.7% YoY & first $1B quarter π Adj EPS: $0.13 beat expectations Net New Members: +1.0M (total 13.7M) Products Added: +1.6M (total 20.2M) Adj EBITDA: $318M (+60%) Record loan originations: $10.5B (46%) FY2026 revenue guide $4.66B Exceptional quarter says CEO growth across lending fees & services π I was waiting to sell CSP for $21-$22 strike price not sure if I will pull the trigger anymore π₯Ί https://twitter.com/i/web/status/2017227597076156510 https://twitter.com/i/web/status/2017227597076156510"
X Link 2026-01-30T13:25Z [---] followers, [---] engagements
"I finally did [--] trades today: Sold a $HIMS $25 CSP exp Feb [--] for $1.3 (potential ROI 5%) Sold a $SOFI $22 CSP exp Feb [--] for 0.9$ (potential ROI 4%) If I will get assigned to any of these I am comfortable owning them π"
X Link 2026-01-30T16:54Z [---] followers, [---] engagements
"Gold 9% Silver 22% S&P [---] 0.5% My portfolio Down 5%. Curious how everyones navigating this pullback hedging adding or just sitting tight π€"
X Link 2026-01-30T17:26Z [---] followers, [---] engagements
"@JOptionEngineer I actually decided to choose between selling CSP for $HIMS and $SOFI or selling CSP for $IREN .so after giving enought thoughts I chose [--] instead of [--] π€ How about you π€"
X Link 2026-01-30T19:19Z [---] followers, [---] engagements
"@Futurenvesting Hehe today is also the day when I started to be a $SOFI shareholder πͺ Let's see how this goes π₯"
X Link 2026-01-30T20:31Z [---] followers, [----] engagements
"@ErsanKuneriLen @Futurenvesting Never regret selling something you actually want to own for the long term. I learned this after a horrible mistake of selling $PLTR way too early just because I thought the price will go need to go down. π"
X Link 2026-01-30T20:35Z [---] followers, [--] engagements
"@kw_invests Hehe I feel you brother π€ but great buy on $SOFI πͺ"
X Link 2026-01-30T20:42Z [---] followers, [---] engagements
"@MoInvestingHQ Wow When almost all of us end the week in deep red you are somehow green Big congrats πͺ"
X Link 2026-01-30T21:04Z [---] followers, [--] engagements
"@MoInvestingHQ Oh got it nevertheless still to end today green when even gold dropped around 10% is something πͺ"
X Link 2026-01-30T21:11Z [---] followers, [--] engagements
"@AIInvestorHQ Don't worry mate just buy more $SOFI π"
X Link 2026-01-30T22:13Z [---] followers, [---] engagements
"@TradeChronicle Exactly One thing which could help you is thinking directly that you will never buy the dip so you will save yourself from going to anger management classes π
"
X Link 2026-01-30T22:19Z [---] followers, [--] engagements
"@DeepValueBagger Once again we need to remind ourselves to not jump in a train thinking it will drive us to the moon π"
X Link 2026-01-30T22:25Z [---] followers, [---] engagements
"@TheStocksKing @PathofTheDollar @freedombill3 @EconNotes_ @Peregrino1708 @TheBrilliantBu1 @Real_Money_Blog @MG_Feed This is great I can now connect directly with other $IREN bulls π
"
X Link 2026-01-30T22:27Z [---] followers, [---] engagements
"@thsterlingbrief Valid points mate but you are missing one very important thing : Inflation Because of inflation your purchasing power is way less than [----] π₯Ί"
X Link 2026-01-31T09:54Z [---] followers, [--] engagements
"@TheBrilliantBu1 Probably.and this sucks tbh"
X Link 2026-01-31T20:41Z [---] followers, [--] engagements
"@TheBrilliantBu1 This is great man love it And don't worry about $HIMS - I have more than 30% in them but you won't regret it in the long term π NFA πͺ"
X Link 2026-01-31T22:24Z [---] followers, [---] engagements
"Hehe let's make it clear we are all humans and make mistakes don't need to feel embarrassed or anything π€ This time it went down before earnings but not every time it will happen like this π Another free advice: never try to catch "the bottom" instead go with the fundamentals first. For example I would d prefer owning a stock like $AMD and catching a "falling knife" when it fell from $150 to $75. In the end I would have more shares while waiting for the "bottom" might only let me buy a few shares just because I worried the stock could drop more. Full disclosure: $HIMS is a meaningful"
X Link 2026-01-31T22:44Z [---] followers, [--] engagements
"Simple example Stock price: $100 Buy [---] shares $10000 Buy a LEAPS call $2500$3000 You gain long-term upside exposure without committing the full amount"
X Link 2026-01-31T22:55Z [---] followers, [--] engagements
"Why some investors use LEAPS β More time to be right β Less sensitivity to daily noise β Defined risk (you know the max loss) β Capital-efficient alternative to shares LEAPS are often used as a stock replacement not a trade"
X Link 2026-01-31T22:56Z [---] followers, [--] engagements
"What LEAPS are NOT β They are not short-term trades β They are not lottery tickets β They are not set and forget You still need a solid thesis"
X Link 2026-01-31T22:56Z [---] followers, [--] engagements
"A better question LEAPS force you to ask Instead of: Will this stock move this week You ask: Will this business be worth more in [--] years That mindset shift alone helps beginners avoid many mistakes"
X Link 2026-01-31T22:57Z [---] followers, [--] engagements
"@MAC13JAN This applies to markets and building. Small boring consistency compounds faster than any hero move. πͺ"
X Link 2026-02-01T05:39Z [---] followers, [--] engagements
"@steady_profits Great week I am also watching $IREN very closely since it is more than 10% of my portfolio πͺ"
X Link 2026-02-01T17:18Z [---] followers, [---] engagements
"Who's ready for next week π I cant wait for these events: $AMD earnings on Feb [--] $IREN earnings on Feb [--] This is where fundamentals do the talking. πͺ"
X Link 2026-02-01T17:45Z [---] followers, [---] engagements
"@b_co_co Hehe I liked that "yet" part π"
X Link 2026-02-01T18:12Z [---] followers, [--] engagements
"@Peregrino1708 That could happen indeed but I will not sell $IREN instead I will do my best to see how I can gather more cash so I can either buy stock or sell CSP πͺ"
X Link 2026-02-01T21:12Z [---] followers, [---] engagements
"@foxtomb232 Even though I also like the thinkpad once you have a Mac you never go Back. π"
X Link 2026-02-01T21:17Z [---] followers, [--] engagements
"What a week. From shipping improvements to Optioneer to reaching [---] followers π And. to finish it even stronger I just launched a new Trade Ideas feature on Optioneer for Premium users. Here's a snippet on how it looks for stocks like $HIMS $IREN $SOFI straight from your watchlist. Grateful for everyone following and supporting the journey π https://twitter.com/i/web/status/2018086327510614425 https://twitter.com/i/web/status/2018086327510614425"
X Link 2026-02-01T22:17Z [---] followers, [---] engagements
"@daniel_dinoia Thank you sirπ€"
X Link 2026-02-02T02:32Z [---] followers, [--] engagements
"@WheelieInvestor Incredible achievements mate πͺ You can take advantage of this pullback in the stock market and leverage that cash π€"
X Link 2026-02-02T09:26Z [---] followers, [--] engagements
"@amktparticipant I thought you would say something about Alex Karp instead π like swearing on short sellers or something π"
X Link 2026-02-02T14:55Z [---] followers, [--] engagements
"@UK_Compounder @altivolans @MSBInvests @kobeinvest @RobStonks1 @nathanielsford @WallStreetSnypa @RealtyStacker @MoInvestingHQ @cashflow_king94 @Mariusz_Invest @thsterlingbrief Many thanks for mentioning me UK Investor appreciate a lot π€"
X Link 2026-02-02T16:05Z [---] followers, [--] engagements
"@TheStocksKing @MidlClassMoney Nice Is anyone buying $SOFI here or are you waiting for a bigger drop π"
X Link 2026-02-02T16:09Z [---] followers, [---] engagements
"@UK_Compounder @altivolans @MSBInvests @kobeinvest @RobStonks1 @nathanielsford @WallStreetSnypa @RealtyStacker @MoInvestingHQ @cashflow_king94 @Mariusz_Invest @thsterlingbrief Love it π€"
X Link 2026-02-02T16:25Z [---] followers, [--] engagements
"@ThePieBuilder @UK_Compounder @altivolans @MSBInvests @kobeinvest @RobStonks1 @nathanielsford @WallStreetSnypa @RealtyStacker @MoInvestingHQ @cashflow_king94 @Mariusz_Invest @thsterlingbrief Right back at you πͺ"
X Link 2026-02-02T18:14Z [---] followers, [--] engagements
"@CXL_LAB Great earnings for $PLTR can't wait for $AMD tomorrow π€"
X Link 2026-02-02T22:34Z [---] followers, [---] engagements
"@guin36 Fair take π Im aware of the concentration risk but $HIMS is one of my highest-conviction long-term positions so Im letting it run for now. $NVO is solid just doesnt fit my current portfolio balance. Sauna sounds like a win either way π
"
X Link 2026-02-03T05:45Z [---] followers, [---] engagements
"@JOptionEngineer Pff I was also not expecting to drop so much.will you sell CC below your avg price or will you wait for the stock to come back π"
X Link 2026-02-03T08:20Z [---] followers, [--] engagements
"@Investinc_Intel No worries mate both $HIMS and $SOFI are great companies It is only a matter of time until they will come back stronger than before πͺ"
X Link 2026-02-03T08:49Z [---] followers, [---] engagements
"@MoInvestingHQ Only $AMD today only 40% of my portfolio no biggie π"
X Link 2026-02-03T09:09Z [---] followers, [---] engagements
"@JOptionEngineer Many thanks Jay appreciate π"
X Link 2026-02-03T11:43Z [---] followers, [--] engagements
"Here is how Im thinking about $AMD going into earnings today. If youre trading $AMD on whether MI300 MI350 or MI400 moves the needle this quarter youre missing the point. For Q4 the Street expects roughly: $9.69.8B revenue $1.25 EPS For Q1 expectations already point to a deceleration ($9.36B revenue). Personally I would love to see $AMD cross $10B revenue in Q4 but honestly a beat or miss wont change my thesis. The real edge is AMDs multi-generation AI cadence: shipping iterating and staying relevant every cycle. Many of you already know that $AMD is 40% of my portfolio and Im holding through"
X Link 2026-02-03T13:06Z [---] followers, [----] engagements
"@JOptionEngineer Wow Great profits Jay relax a little and come back stronger π€"
X Link 2026-02-03T19:53Z [---] followers, [--] engagements
"@WheelieInvestor @WheelieInvestor are you asking this for real or just want engagements π In case you are not joking here are some metrics for [----] π I don't argue $NVDA is a great company but instead I want to clarify that $AMD is way cheaper and potentially could bring better returns"
X Link 2026-02-03T22:09Z [---] followers, [----] engagements
"@WheelieInvestor That is correct I will admit that. $NVDA has the leader move advantage here π€"
X Link 2026-02-04T06:40Z [---] followers, [--] engagements
"@Gatsbydidntdie @WheelieInvestor TTM - yes but FWD PE they are very similar $AMD with [-----] and $NVDA [----] π"
X Link 2026-02-04T06:43Z [---] followers, [--] engagements
"@treasureh8nter Great earnings and guidanceπ₯ $AMD is a long term high conviction stock for me so just ignore the short term noise when the stock is down π"
X Link 2026-02-04T09:11Z [---] followers, [--] engagements
"$AMD earnings last night look ugly in pre-market but the earnings call tells a much more bullish story. Lets walk through it.π§΅π"
X Link 2026-02-04T12:02Z [---] followers, [---] engagements
"@BlackPantherCap Hello mate what positions are you looking to add π"
X Link 2026-02-05T10:30Z [---] followers, [---] engagements
"$IREN earnings today. 12% of my portfolio is here so Im definitely watching this closely. Not expecting detailed quarterly guidance but the focus is on: Any new AI / data center deals Updates or changes to existing FY guidance Timing of MW turning into revenue Thats where the real signal usually is. π PS: implied move is +-15% so be ready for volatility π https://twitter.com/i/web/status/2019364358808035809 https://twitter.com/i/web/status/2019364358808035809"
X Link 2026-02-05T10:55Z [---] followers, [---] engagements
"@fantstockleague @gamblard4744 @Ashton_1nvests $HIMS for the win Pick me π"
X Link 2026-02-05T14:32Z [---] followers, [---] engagements
"$HIMS - In regards to the recent news about a compounded copy of Wegovy drug I see that most people are asking: What if $NVO sues So lets put history + reality together π The good: Historically pharma lawsuits usually target marketing language not the business itself. The bad: Short-term volatility + legal costs (typically manageable not thesis-breaking). The ugly (rare): Big penalties only happen with clear patent infringement not what this looks like. Past cases show outcomes = settlements wording changes move on. Bottom line: noise risk business risk. Any thoughts π"
X Link 2026-02-05T15:02Z [---] followers, [---] engagements
"The real constraint isnt AI demand. Its electricity. You cant scale AI without power and power takes years to secure. Earnings for $IREN in a few hours. Not gonna lie if the stock drops on good results I will buy more shares. Execution matters more than the headline move.π https://twitter.com/i/web/status/2019481195751325833 https://twitter.com/i/web/status/2019481195751325833"
X Link 2026-02-05T18:40Z [---] followers, [----] engagements
"@foliotrail Buying carefully beats guessing the bottom. As long as optimism dominates the feed I assume the process isnt done yet.π€¨"
X Link 2026-02-06T07:19Z [---] followers, [--] engagements
"@TheTechInvest So that is the reason why $IREN recovered premarket π"
X Link 2026-02-06T12:29Z [---] followers, [----] engagements
"@mvcinvesting No worries $IREN will be green today π"
X Link 2026-02-06T12:57Z [---] followers, [---] engagements
"@TheBigDegen This is now being reflected to the $IREN price recovering from that low. Curious how it will look at market open π"
X Link 2026-02-06T13:00Z [---] followers, [---] engagements
"@Mr_Derivatives Insane volatility who is buying $IREN at these levels βΊ"
X Link 2026-02-06T13:43Z [---] followers, [----] engagements
"@Thomas_james_1 For the moment waiting for the first [--] minutes after the market opens to see where we are βΊ"
X Link 2026-02-06T13:51Z [---] followers, [---] engagements
"@fifteenCAGR Why mate Don't you encourage to buy and hold :)"
X Link 2026-02-08T14:52Z [---] followers, [--] engagements
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