@JonahLupton Avatar @JonahLupton Jonah Lupton

Jonah Lupton posts on X about stocks, $celh, $tmdx, $nvda 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 #5181 finance technology brands cryptocurrencies social networks fashion brands automotive brands countries currencies celebrities

Social topic influence stocks, $celh, $tmdx #1, $nvda, $smci, $four, investment #4300, $onon, $app #31, $uber

Top accounts mentioned or mentioned by @zastocks @stocksavvyshay @realsimpleariel @hiddensmallcaps @nietschecapital @stockmarketnerd @celsiusofficial @luoshengpeng @loreztrader @alphacharts365 @cfromhertz @jablamsky @onrunning @hypergrowth102 @martychargin @stockpatternpro @shrederickson @jevgenijs @kyleadamsstocks @saxenapuru

Top assets mentioned Celsius Holdings, Inc. Common Stock (CELH) TransMedics Group, Inc. Common Stock (TMDX) NVIDIA Corp. (NVDA) Super Micro Computer, Inc. Common Stock (SMCI) 4 (FOUR) On Holding AG (ONON) AppLovin Corporation (APP) Uber Technologies, Inc. (UBER) NuCypher (NU) Palantir Technologies Inc. (PLTR) MercadoLibre Inc (MELI) Metadium (META) ARK Innovation ETF (ARKK) Block, Inc. (SQ) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Crowdstrike Holdings Inc (CRWD) Tesla, Inc. (TSLA) Lantheus Holdings, Inc (LNTH) Monster Beverage Corp (MNST) Deckers Outdoor, Corp. (DECK) Aspen Aerogels, Inc. (ASPN) Amazon.com, Inc. (AMZN) Tidewater, Inc. (TDW) Crocs, Inc. (CROX) PepsiCo, Inc. (PEP) DraftKings Inc. Class A Common Stock (DKNG) ShockWave Medical, Inc. (SWAV) aelf (ELF) Nike Inc (NKE) Upstart Holdings, Inc. (UPST) RAI Finance (SOFI) Shopify Inc (SHOP) Trade Desk, Inc. (TTD) Fastly, Inc. (FSLY) Sea Limited (SE) Global-e Online Ltd. (GLBE) Cloudflare, Inc. (NET) Snap, Inc. (SNAP) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL) Teladoc Health, Inc. (TDOC) Toast, Inc. (TOST) Reddit, Inc. (RDDT) Coupang, Inc. (CPNG) Vertiv Holdings Co (VRT) Roku, Inc. (ROKU) CAVA Group, Inc. (CAVA) Zscaler Inc (ZS) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) Datadog Inc (DDOG) InMode Ltd. Ordinary Shares (INMD) PayPal Holdings Inc (PYPL) Snowflake Inc. (SNOW) DLocal Limited (DLO) Eli Lilly and Company (LLY) Expedia Group Inc (EXPE) Peloton Interactive, Inc. Class A Common Stock (PTON) Axon Enterprise, Inc. (AXON) Duolingo, Inc. (DUOL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Twilio, Inc. (TWLO) Arista Networks Inc (ANET) Sweetgreen Inc. (SG) Schrodinger, Inc. (SDGR) Intel Corporation (INTC)

Top Social Posts

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

"@IshanPuri2 I'm really focused on high growth small cap stocks so I went with $PRCH over $OPEN. $OPEN is still on the watchlist and could get added soon"
X Link 2021-01-15T20:48Z 552.1K followers, [--] engagements

"@HowlWithWOLF @ParrotStock @RihardJarc @RunAwayInvestor @MabStonks @robinhoodkid @DecadeInvestor @fatbabyfunds @MazwoodCap @gannonbreslin @jeremymday Im back in the green today 🤑 Im looking at a few stocks for new positions including $NNOX $QFIN $AEI $EOLS I might add to $STPK $NIO $UPST $BAND $PAVM $AEYE $FUSE"
X Link 2021-02-22T16:24Z 552.1K followers, [--] engagements

"@JustinB90072145 @rubbersotong1 It's also an ideal time to do it between earnings because very new catalysts or company specific news to move the stocks"
X Link 2021-04-16T01:36Z 552K followers, [--] engagements

"If you could only invest in [--] sectors/industries for the next [--] years which ones would you pick"
X Link 2021-07-26T21:23Z 552.1K followers, [----] engagements

"$UBER and $PLTR both trading like they might be added to the S&P soon"
X Link 2023-11-10T20:52Z 551.9K followers, 34.4K engagements

"$TMDX continues to have a very strong Q1 with flight volumes up 21% QoQ. I also updated my spreadsheet today and we're at [----] flights per day (in March) with just [---] days left in the month/quarter. This means $TMDX should do approximately [----] flights in Q1 which is 21% above Q4 flight volumes. There are several other data points and variables we can't track but it certainly looks like $TMDX is headed for a monster Q1 earnings report perhaps a 15-20% beat above current street estimates which now stand at $123.4M Q4 revenues per flight was $69220 and if you apply that to Q1 flight volumes it"
X Link 2025-03-29T18:17Z 552.1K followers, 65.7K engagements

"$HIMS needs to stop talking about new products and start launching those new products. They still dont have LABS fully formed no testosterone and no peptides/longevity. These will be growth catalysts once they are available. Ill be a customer of each once they are available. https://twitter.com/i/web/status/2006335846396334338 https://twitter.com/i/web/status/2006335846396334338"
X Link 2025-12-31T12:05Z 552.1K followers, [----] engagements

"Just some stocks at interesting technical levels. $DUOL sitting on the August [----] lows $WIX sitting on the trendline from [----] lows through [----] lows $META back to the trendline from [----] lows $DDOG sitting on the VWAP from the [----] highs and [----] lows"
X Link 2026-01-21T10:24Z 552.1K followers, 31.8K engagements

"$ZS sitting just above VWAP from [----] lows with support from the summer [----] highs as you can see from the big volume shelf $IOT back to the April [----] lows $AVGO pulling back to this channel which has provided good support $NFLX down -5.6% premarket on earnings but now back to the April [----] lows and the VWAP from the October [----] lows https://twitter.com/i/web/status/2013920723329253629 https://twitter.com/i/web/status/2013920723329253629"
X Link 2026-01-21T10:24Z 552K followers, 15.3K engagements

"Thats not accurate $CLPT went up 150% in a month after $QURE shared positive data on AMT-130 but then the FDA said the trial wasnt good enough because they didnt keep the control group off the drug long enough (which is fucking bullshit). So then the stock just came back down to where it was prior to that data release. I would not call that a -50% drawdown. It also shows what this stock could do over the next 4-5 years on 4-5 drug approvals. Each drug approval could move the stock 100-200% depending on which one the size of that market expected adoption rates etc"
X Link 2026-01-24T15:34Z 552.1K followers, [----] engagements

"@DDBlakeFischer EV is $34B and sell side expects $2.242B of adjusted EBITDA in [----] so how are you getting 35-40x when my math says 15x"
X Link 2026-01-28T07:44Z 552.1K followers, [----] engagements

"@MarceloLima $APPF does not look good below $190"
X Link 2026-01-30T15:32Z 552.1K followers, [----] engagements

"@victor_spath $HROW estimates"
X Link 2026-02-02T15:49Z 552.1K followers, [----] engagements

"@RihardJarc and theres a good chance $GOOG will end up raising that number throughout the year and then other hyperscalers will need to spend more in order to keep up"
X Link 2026-02-05T01:05Z 552.1K followers, [----] engagements

"@Nietschecapital Nope but based on everything I saw in Q4 results and Q1 guidance plus management commentary on the earnings call I think $RDDT has nice upside from these prices over the next few years as they continue to monetize 1B MAUs and lock-in new data licensing deals with the LLMs"
X Link 2026-02-07T19:32Z 552K followers, [----] engagements

"@FrameworkWisely Not sure theres another company growing 60% YoY and trading at less than 20x NTM EBITDA"
X Link 2026-02-08T05:17Z 552.1K followers, [----] engagements

"@khawatmiTradez @FrameworkWisely Please show me where $PSIX is growing 60%"
X Link 2026-02-08T12:54Z 552.1K followers, [---] engagements

"@BourbonCap Im very definitely intrigued by the [----] guidance of $1.5B of ebitda which implies 44% CAGR over next [--] years and assuming they can do $720M of ebitda in CY2026 the stock is trading AH at 15x NTM ev/ebitda"
X Link 2026-02-11T23:48Z 552.1K followers, [----] engagements

"@app_hyd @dogballscapital $CRDO said growth over next [--] quarters will be mid single digits QoQ which gets them close to $2B for FY2027 which ends next April which means the stock is trading below 24x FY2027 EBITDA with EBITDA growing 60% in FY2027"
X Link 2026-02-12T10:52Z 552.1K followers, [---] engagements

"@GagHendo007 @5to9_MJ Okay so what are your EBIT estimates in CY2030 whats a reasonable multiple to pay in CY2030 relative to growth rates Whats the outstanding share count in CY2030 Im willing to entertain more upside but we need to see some numbers that support your argument"
X Link 2026-02-12T19:14Z 552.1K followers, [---] engagements

"Here are some cloud/software stocks I'm watching. $DDOG bouncing off 200w $MDB pulling back to the [----] and [----] highs $ZS pulling back to VWAP from [----] lows and trendline from [----] lows"
X Link 2026-02-03T16:04Z 551.4K followers, [----] engagements

"$CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M up 274% YoY and 31.2% QoQ $CRDO guides FY2026 Q2 revenues to $230-240M Dec2025: $CRDO reports FY2026 Q2 revenues of $268.0M up 271.1% YoY and 20.1% QoQ $CRDO guides FY2026 Q3 revenues to $335-345M Feb2026 (today): $CRDO announces preliminary FY2026 Q3 revenues of $404-408M up 200.7% YoY and 51.5% QoQ I'm not sure I've ever seen 51.5% QoQ growth that's just insane. NFA. DYOR. https://twitter.com/i/web/status/2020976817906057574 https://twitter.com/i/web/status/2020976817906057574"
X Link 2026-02-09T21:43Z 551.4K followers, 63.7K engagements

"I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press release: NFA. DYOR. https://ir.hioscar.com/news-events-presentations/news-press-releases/news-details/2026/Oscar-Health-Announces-Financial-Results-for-Fourth-Quarter-and-Full-Year-2025/default.aspx"
X Link 2026-02-10T12:26Z 551.4K followers, 38K engagements

"@Para_Capital I met with one of the top sell side analysts yesterday that covers defense & aerospace $AVAV is his favorite pick right now and it's not even close"
X Link 2026-02-12T13:44Z 551.4K followers, [----] engagements

"@CapexAndChill $APP down -13% with 66% revenue growth and 84% ebitda margins is wild stock now trading less than 20x CY2026 ebitda"
X Link 2026-02-12T14:40Z 551.4K followers, [----] engagements

"Big support level for $APP"
X Link 2026-02-12T15:38Z 551.4K followers, 21K engagements

"updated $APP chart"
X Link 2026-02-13T14:40Z 551.4K followers, 10.8K engagements

"I strongly disagree with this take. Were in the early innings of the ai arms race where the risk of underspending is greater than the risk of overspending. The hyperscalers arent just competing with each other theyre also competing with the best funded private companies in history not to mention China which might be the biggest threat of all. Nobody can afford to pause capex spending"
X Link 2026-02-16T19:50Z 551.4K followers, 57.9K engagements

"At one point today $SMH was outperforming $IGV by 35% YTD Software sector $IGV is extremely oversold with RSI below [--]. A level seen only four other times since [----]. Those instances closely preceded a sharp rally for the software stocks. In every case the ETF was higher [--] and [--] months later with average gains exceeding 20%. https://t.co/SqEX51M2Hj Software sector $IGV is extremely oversold with RSI below [--]. A level seen only four other times since [----]. Those instances closely preceded a sharp rally for the software stocks. In every case the ETF was higher [--] and [--] months later with average"
X Link 2026-02-03T23:43Z 551.4K followers, 32.1K engagements

"Just updated the $TMDX flight tracker and the numbers look phenomenal. $TMDX did [----] flights per day in [----] Q3 $TMDX did [----] flights per day in [----] Q4. $TMDX did [----] flights per day in January [----]. $TMDX has done [----] flights per day in February [----]. Flight data definitely trending in the right direction. https://twitter.com/i/web/status/2019852052843937952 https://twitter.com/i/web/status/2019852052843937952"
X Link 2026-02-06T19:13Z 551.4K followers, 50.1K engagements

"$CRDO said they'll be growing revenues mid-single digits QoQ through FY2027 which is the next [--] quarters. Assuming they report $406M for FY2026 Q3 if they grow 6% QoQ for the next [--] quarters it puts full year FY2027 revenues at $1.996 billion which is currently 15% above street estimates. If they grow 7% QoQ for the next [--] quarters it puts full year FY2027 revenues at $2.064B which is currently 18% above street estimates. Personally I think there's more upside to these numbers. $CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M"
X Link 2026-02-10T15:48Z 551.4K followers, 27.2K engagements

"@Nietschecapital I think $APP does at least $7B of EBITDA in CY2026 which means $APP is now trading at 20x NTM EV/EBITDA with EBITDA growing 50-55%"
X Link 2026-02-11T21:14Z 551.4K followers, [----] engagements

"Great commentary on $APP and highlights from the earnings call. As always $APP management provided a masterclass for investors on how to think about the underlying currents and ever changing landscape in adtech Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company"
X Link 2026-02-12T12:03Z 551.4K followers, 32.6K engagements

"$TMDX did [----] flights per day in [----] Q1 so flights in [----] Q1 are currently tracking +24% YoY but we also know that ground transports have become a bigger % of overall OCS cases over the past [--] months. If we assume ground transports were 30% of OCS cases in [----] Q1 but they've since increased to 40% of OCS cases in [----] Q1 then it's possible that total OCS cases are actually up +44.6% YoY Too early to say whether $TMDX can maintain this run rate through the rest of Q1 but if they can there's no way this YoY growth is currently priced into the stock at 5.5x NTM revs and 22x NTM EBITDA NFA."
X Link 2026-02-07T01:16Z 551.4K followers, 68.6K engagements

"Just re-sharing my $TMDX data/thoughts in case anyone missed it on Friday. $TMDX did [----] flights per day in [----] Q1 so flights in [----] Q1 are currently tracking +24% YoY but we also know that ground transports have become a bigger % of overall OCS cases over the past [--] months. If we assume ground transports were 30% of OCS cases in [----] Q1 but $TMDX did [----] flights per day in [----] Q1 so flights in [----] Q1 are currently tracking +24% YoY but we also know that ground transports have become a bigger % of overall OCS cases over the past [--] months. If we assume ground transports were 30% of OCS"
X Link 2026-02-09T15:04Z 551.4K followers, 21.7K engagements

"Just a reminder on where some great companies are trading on valuation relative to "my" estimates for the next [--] months ie CY2026 or FY2027. I think $TMDX does at least $220M of EBITDA in CY2026 which means the stock is currently trading at 21x NTM EBITDA with EBITDA growing 47% YoY I think $RDDT does at least $1.45B of EBITDA in CY2026 which means the stock is currently trading at 18x NTM EBITDA with EBITDA growing 70% YoY I think $APP does at least $6.9B of EBITDA in CY2026 (Jefferies came out today and said they think $APP does $7.082B of EBITDA this year) which means the stock is"
X Link 2026-02-09T16:56Z 551.4K followers, 75.6K engagements

"I would expect $ZM to have 25-50% fewer employees within [--] years Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will"
X Link 2026-02-10T04:55Z 551.4K followers, 16.7K engagements

"@Alpha_bro1 Reported numbers were solid nice beats all around. Market might be focused on gross margin guidance for Q1 or the $AMZN warrants which is actually bullish because it takes a big risk off the table and assures a lot more orders from the largest capex spender over next 5+ years"
X Link 2026-02-11T11:56Z 551.4K followers, [---] engagements

"Were not invested in $NBIS for what they are today. Were invested in $NBIS for what theyll be in 3+ years. When companies are scaling this fast its going to be bumpy and volatile. This is when a high-conviction long-term investment thesis is your best friend. $NBIS might have missed slightly on Q4 revs but thats only for people focused on the short term. Looking past Q4 revs theres a lot to like and shows this is still one of the most compelling growth opportunities in the market dont forget about their other companies and large equity stakes in Clickhouse and AVride. This report looks thesis"
X Link 2026-02-12T12:15Z 551.4K followers, 31.9K engagements

"@SergeyCYW $APP continues to shine"
X Link 2026-02-16T22:11Z 551.4K followers, [----] engagements

"2022 has been a tough year for investors unless youve been hoarding cash using stops and/or hedging with shorts/puts but thankfully the first half is over hopefully the second half is much better. My top [--] positions: $CELH $SWAV $LNTH $DLO $STEM What are yours"
X Link 2022-07-01T11:13Z 550.8K followers, [---] engagements

"Seeking Alpha's top [--] growth stocks according to their quant rating system: [--]. $INTR - Inter & Co. [--]. $FRO - Frontline [--]. $CELH - Celsius [--]. $CRWD - CrowdStrike [--]. $TRMD - Torm [--]. $VST - Vistra [--]. $PDD - Pinduoduo [--]. $SHOP - Shopify [--]. $SMCI - Super Micro [--]. $LI - Li Auto ** $CELH would be #1 for US companies since $INTR is based in Brazil and $FRO is based in Cyprus https://twitter.com/i/web/status/1721958169214169164 https://twitter.com/i/web/status/1721958169214169164"
X Link 2023-11-07T18:29Z 551.4K followers, 48.8K engagements

"I've partnered with @CelsiusOfficial @TrendSpider and @theTIKR to do a year end giveaway to THREE of my Twitter friends/followers. In order to qualify you have to retweet this post and be following all three of those accounts above plus @JonahLupton (me) We're using to select the THREE winners which is why you have to follow these rules. Here's what the THREE winners will get: - [--] months of @TrendSpider Elite - [--] cases of $CELH @CelsiusOfficial (you choose the flavors) - [--] months of @theTIKR Pro - [--] months to any of my investment services on Substack Seeking Alpha or Stocktwits We're"
X Link 2023-12-20T20:10Z 551.4K followers, 97.7K engagements

"@SergeyCYW $APP looks even better on EV/EBITDA or EV/FCF vs the rest of these names"
X Link 2025-07-28T15:46Z 550.8K followers, [----] engagements

"@jiahanjimliu Just had a 2+ hour meeting with a data center expert hes been building them for the past decade $IREN is his biggest position right now"
X Link 2025-10-19T19:45Z 551.3K followers, 133.7K engagements

"@munzooo_ @jsaurav91 Did not own any $ASPN into earnings. $GM gave plenty of warnings about their EV business"
X Link 2025-11-20T09:05Z 551.4K followers, [---] engagements

"@ChazRonColeman @ScottVallow I didn't own any $ASPN into earnings GM gave plenty of warnings about their EV business slowing down that obviously impacts $ASPN directly so I was out of the stock 6+ weeks ago"
X Link 2025-11-25T16:28Z 550.8K followers, [----] engagements

"$RBRK filled the April gap today because the stock is down in sympathy with $CVLT If you look at recent analyst notes expert call transcripts and the BWG panel discussion (Nov2025) they all say that $RBRK is likely taking market share from Commvault (CVLT) and others because of their superior product offerings. If you're looking for cybersecurity exposure in your portfolio I do think $ZS and $RBRK look compelling at current prices. I know that ai is a threat to certain software companies but that won't be the case for cybersecurity if anything many CTO's will be allocating more budget towards"
X Link 2026-01-27T15:20Z 551.4K followers, 143.8K engagements

"@NIGELWATES $TDW is not quite a breakout but getting close"
X Link 2026-01-27T15:35Z 551K followers, [----] engagements

"$CPNG up 5% premarket as investors finally realized that Kevin Warsh is on the Coupang Board of Directors 👀 At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the bottom today $CPNG was down -45% from the September highs. $CPNG now trading at https://t.co/pUm5yThjI1 At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the"
X Link 2026-01-30T11:24Z 550.9K followers, 43K engagements

"$PLTR is still very expensive but that was a very impressive quarter. You dont see quarters like that in the later innings of a transformational / technology cycle. Anyone who thinks the ai bubble is about to burst isnt paying attention. We still have a long ways to go"
X Link 2026-02-03T01:10Z 550.9K followers, 41.7K engagements

"I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a top [--] website in the US behind Google YouTube Facebook Instagram. Only YouTube users spend more time per session than Reddit which opens up huge monetization potential over time. https://twitter.com/i/web/status/2020222097952219188 https://twitter.com/i/web/status/2020222097952219188"
X Link 2026-02-07T19:44Z 551K followers, 28.9K engagements

"Plus its a very asset light company with great margins and very low capex ($3M per quarter). I still wish SBC was lower but at least its being offset by buybacks. but still too high at 18% of revs. Just because ai is here now doesnt mean people will stop participating in online communities if anything they might start to participate even more not to mention these communities are super valuable to advertisers and brands for customer acquisition https://twitter.com/i/web/status/2020233161653858642 https://twitter.com/i/web/status/2020233161653858642"
X Link 2026-02-07T20:28Z 550.6K followers, [----] engagements

"@Nietschecapital Yup $RDDT looks really f*cking good under $140"
X Link 2026-02-09T16:18Z 551K followers, [----] engagements

"@Nietschecapital $RDDT bouncing off VWAP from IPO"
X Link 2026-02-09T16:21Z 550.6K followers, [----] engagements

"$CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M up 274% YoY and 31.2% QoQ $CRDO guides FY2026 Q2 revenues to $230-240M Dec2025: $CRDO reports FY2026 Q2 revenues of $268.0M up 271.1% YoY and 20.1% QoQ $CRDO guides FY2026 Q3 revenues to $335-345M Feb2025: $CRDO announces preliminary FY2026 Q3 revenues of $404-408M up 200.7% YoY and 51.5% QoQ I'm not sure I've ever seen 51.5% QoQ growth that's just insane. NFA. DYOR"
X Link 2026-02-09T21:38Z 551.4K followers, [----] engagements

"$RDDT feels 40-50% undervalued at less than 20x NTM EBITDA after growing 70% in Q4 and will probably grow another 50-55% in [----] could announce a new data licensing deal with the LLMs (Gemini and ChatGPT) with only $2-3M of capex per quarter with 1B+ MAUs and only YouTube users spend more time per session. https://twitter.com/i/web/status/2021020929170522118 https://twitter.com/i/web/status/2021020929170522118"
X Link 2026-02-10T00:38Z 550.6K followers, [----] engagements

"@rugger01726108 If thats true and revs are only growing 3% YoY then I think headcount reduction is even more important at some of these software companies"
X Link 2026-02-10T12:12Z 550.6K followers, [---] engagements

"@Ad_Quant As always I'm excited and nervous for $APP earnings I'll be surprised if they're not good"
X Link 2026-02-11T19:00Z 551.4K followers, [----] engagements

"@aleabitoreddit $RDDT at 17x NTM EV/EBITDA makes no sense to me"
X Link 2026-02-11T19:19Z 550.6K followers, [----] engagements

"@Nietschecapital This is the only thing that makes sense. algos not understanding they sold off a business unit last year. this is also why the street already has Q2 revenues up 46% YoY and those numbers probably go up tomorrow"
X Link 2026-02-11T21:27Z 551.4K followers, [----] engagements

"@ValuSeeker20 @SingularityRes @aleabitoreddit $RDDT hasn't even come close to maxing out their ARPU it could probably double over the next few years with more video ads and better targeting"
X Link 2026-02-11T22:29Z 550.6K followers, [---] engagements

"Thats hard because they are very different companies with very different value propositions for customers and shareholders. I think $IREN has more upside in the short term because they have 4.5GW of power and still looking for a massive deal with hyperscaler. If that happens the stock could pop 30-50% whereas I dont think $NBIS has a similar catalyst in the next 3-6 months. I like both of them long term however $IREN management still has more to prove and doesnt have the software stack that $NBIS can offer. Both are very compelling at current prices"
X Link 2026-02-12T12:26Z 550.8K followers, [----] engagements

"@CapexAndChill So much dislocation in names like $APP from the actual reality of their fundamentals valuation and growth trajectory"
X Link 2026-02-12T14:59Z 551.4K followers, [---] engagements

"We like to say "this is a stock pickers market" so here are a few examples this year of similar stocks where picking the right one made a massive difference in performance. $META has outperformed $SNAP by 129.7% $NVDA has outperformed $AMD by 162.9% $CELH has outperformed $MNST by 75.3% $ONON has outperformed $NKE by 82.8% $WMT has outperformed $TGT by 29.8% $LLY has outperformed $PFE by 82.5% $NFLX has outperformed $DIS by 55.2% $MA has outperformed $PYPL by 30.2% $MELI has outperformed $SE by 93.9% $UBER has outperformed $LYFT by 78.2% $ARRY has outperformed $ENPH by 80.4% $TSLA has"
X Link 2023-09-02T12:45Z 551.4K followers, 101.2K engagements

"At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the bottom today $CPNG was down -45% from the September highs. $CPNG now trading at 15x CY2026 EV/EBITDA with EBITDA expected to grow at a 40% CAGR for the next few years (using sell side estimates). If you look at other recent data breaches in South Korea the punishments ranged from small fines to a slap on the wrist and assurances that better security measures were being taken. It's well known the South"
X Link 2026-01-27T23:30Z 551.4K followers, 101.1K engagements

"Should be a good day for $HROW shareholders. The stock was likely pulling back because investors were worried about a Q4 miss; the company put those fears to rest this morning. Keep in mind $HROW is only trading at 13x NTM EV/EBITDA with EBITDA expected to grow at a 50% CAGR through CY2029. DYOR. https://twitter.com/i/web/status/2018318144532586915 https://twitter.com/i/web/status/2018318144532586915"
X Link 2026-02-02T13:38Z 551.4K followers, 27.5K engagements

"Big technical bounce for $HIMS this morning off the June [----] highs and the trendline from October [----] lows through September [----] lows. The sell side is looking for $HIMS to do $468M of EBITDA in CY2027. if the company executes really well over the next 18+ months with Labs HRT Peptides etc then I think that number could be $150M higher in which case $HIMS might be trading at less than 11x CY2027 EV/EBITDA https://twitter.com/i/web/status/2018330270131224864 https://twitter.com/i/web/status/2018330270131224864"
X Link 2026-02-02T14:26Z 551.4K followers, 32.6K engagements

"Interesting spot for $RDDT going into earnings tonight. just filled the gap from [----] Q2 earnings plus it's sitting right on the VWAP and trendline from the all time low. Implied move on earnings is +/- 14%"
X Link 2026-02-05T19:48Z 551.4K followers, 17.9K engagements

"It appears that lots of people are now doing a shot of olive oil with lemon juice when they first wake up (ie on an empty stomach). Has anyone started doing this Have you noticed any changes or improvements in your health or appearance With a quick google search it seems the benefits are quite meaningful: anti inflammatory improve digestion improve nutrient absorption increase antioxidants improve heart health improve skin health stabilize blood sugars lower bad cholesterol If you are doing this any recommendations on an olive oil brand Because this is not something I want to risk buying off"
X Link 2026-02-07T16:13Z 551.4K followers, 79.7K engagements

"@WallStAction Some of that short interest is from the convertible debt the buyers short the stock to hedge out the market risk"
X Link 2026-02-08T14:50Z 551.4K followers, [----] engagements

"If I had to own any cloud/software stocks. then. cybersecurity is near the top of my list but right now I'm keeping exposure very light until we get through earning season then I can re-evaluate the landscape. I think cloud/software goes into [--] buckets. 1st bucket: these companies are going to zero or close to it (75-100% workforce reduction) 2nd bucket: these companies will be hurt by ai but not wiped out (50-75% workforce reduction) they will continue to struggle and might eventually get acquired or just turn into zombie companies 3rd bucket: these companies will use ai to enhance their"
X Link 2026-02-09T17:04Z 551.4K followers, 49.9K engagements

"@FirstSquawk If $NVO was smart theyd do a deal with $HIMS because $LLY is about to smoke them with Reta (triple agonist)"
X Link 2026-02-12T11:24Z 551.4K followers, [----] engagements

"As some of you know I shut down my Substack investment service a few weeks ago because Im launching an investment advisor. If youre an accredited or qualified investor and want more information please feel free to message me. With that being said Im no longer running any subscription based investment service on any platform. I do not have a service on discord telegram or whatsapp. I have not endorsed or recommended any other investment services. I am not an advisor or consultant on any investment services. If anyone is saying something different then they are lying and/or trying to defraud"
X Link 2025-10-31T18:33Z 551.4K followers, 195.9K engagements

"Below is a topic I've been thinking about for months as I'm sure many of you have as well. trying to wrap my head around what the cloud/software industry morphs into over the next few years. I'm now putting software/cloud companies into [--] buckets. would love to hear everyone's thoughts / opinions on the matter. None of us have a crystal ball but investors are doing themselves a disservice if they're not thinking through this stuff and using new data to adjust their opinions and portfolios. As investors we have a duty to keep learning and searching for evidence that can support or break our"
X Link 2026-02-09T17:13Z 551.4K followers, 43.7K engagements

"@anandragn Shorting a name that has 2GW+ of power and could announce a hyperscaler deal at anytime is pretty risky. If I was looking for short ideas I dont think Id start with $IREN"
X Link 2026-02-10T20:49Z 551.4K followers, 17.1K engagements

"@Nietschecapital I really dont understand the $NET valuation youd think they were growing revs at 60% with these multiples"
X Link 2026-02-10T22:24Z 551.4K followers, 11K engagements

"Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming business which they sold off last year. If you take $325M revs and $62M ebitda out of the [----] Q1 numbers then $APP guidance for [----] Q1 looks like this. [----] Q1 revs guidance of $1.775B up 53.1% YoY [----] Q1 ebitda guidance of $1.495B up 58.5% YoY After seeing [----] Q1 guidance I'm confident that $APP does at least $6.9B ebitda in CY2026 which means $APP (at the AH lows)"
X Link 2026-02-11T21:47Z 551.4K followers, 38.8K engagements

"Note: for my [----] Q1 numbers I'm using the high end of $APP guidance range however I think they probably beat those numbers by at least 3-5%"
X Link 2026-02-11T21:56Z 551.4K followers, 10.6K engagements

"Looks like $RDDT wants to fill the gap from June [----] which is what the big buyers might be waiting for"
X Link 2026-02-12T15:54Z 551.4K followers, 22.3K engagements

"Not a good day for fintech. $ADYEN down -20.2% $AFRM down -11.5% $HOOD down -8.8% $COIN down -7.3% $TOST down -6.3% $XYZ down -9.4% $UPST down -8.7% $FOUR down -6.9% $SOFI down -6.7% $KLAR down -5.8% It's obviously a bad day for growth stocks in general; I'm assuming most of this pain can be tied back to Adyen earnings this morning. https://twitter.com/i/web/status/2022029900635410863 https://twitter.com/i/web/status/2022029900635410863"
X Link 2026-02-12T19:27Z 551.4K followers, 30.1K engagements

"@Nando265672801 $INTR and $NU both holding up better today"
X Link 2026-02-12T19:31Z 551.4K followers, [----] engagements

"@BestTweets82 @SingularityRes Thats my thought too. Were in the early innings of the ai arms race where the risk of underspending is greater than the risk of overspending"
X Link 2026-02-16T19:45Z 551.4K followers, [---] engagements

"Congrats to the $ZIM shareholders finally getting acquired"
X Link 2026-02-17T12:28Z 551.4K followers, 22.6K engagements

"@HedgeVision He should just buy $NU and $MELI"
X Link 2026-02-17T20:36Z 551.4K followers, [----] engagements

"@NHLBruins It was a great year with a bad ending. It happens. Boston is still the City of Champions"
X Link 2019-06-13T02:51Z 574.7K followers, [--] engagements

"@sal19 I dont block. I just unfriend and unfollow. I feel like that annoys them more or at least I hope it does"
X Link 2019-07-02T19:49Z 566.9K followers, [--] engagements

"When a stock analyst says that Netflix could be a acquisition target given their $140 billion market cap and valued at 125x earnings they lose all credibility. Nobody is going to buy Netflix for $160+ billion and 150x earnings as their subscriber growth starts to decline. 🤦🏻♂"
X Link 2019-07-19T19:34Z 574.7K followers, [--] engagements

"@HCuccinello I talk about sports and paint on my dates 😂"
X Link 2019-11-15T22:42Z 566.9K followers, [--] engagements

"@mikekarnj @withotis @Levitan @Maveron @usv @NextViewVC @KindredVentures Congrats on the new round"
X Link 2019-12-10T17:50Z 575.9K followers, [--] engagements

"@spencerrascoff On another note Tesla is not included in the S&P [---] index yet so when that announcement finally comes all the index funds and ETFs will need to buy the stock. That could add another 20% pop given the limited float of shares"
X Link 2020-02-04T21:02Z 575.8K followers, [--] engagements

"@patrickcsisson Ive followed $AMT for years because they are based in Boston. The stock has been incredible for nearly [--] decades"
X Link 2020-02-18T20:17Z 574.8K followers, [--] engagements

"With that said the markets are going to eventually get over sold because they always do. The pendulum always swings too far in both directions"
X Link 2020-03-09T19:06Z 574.8K followers, [--] engagements

"Right now every stock is getting pounded regardless of industry balance sheet debt load credit rating growth prospects exposure to China etc. Start making a list of stocks you want to buy and put in limit orders. Then stay calm and be patient. The markets will recover"
X Link 2020-03-09T19:06Z 574.7K followers, [--] engagements

"Stocks Id be buying today: $ZM $WORK $KR $UNFI $TDOC $CODX $SNAP $REGN $GILD"
X Link 2020-03-17T15:49Z 575K followers, [--] engagements

"@Ace6one7 @stoolpresidente $MGM got down to $2.33 after the financial crisis then up 10x over the next [--] years"
X Link 2020-03-18T16:00Z 566.7K followers, [--] engagements

"@lizrhoffman Clearly hes not being paid based on stock performance because $GS was flat in [----] and probably would have been down without stock buybacks"
X Link 2020-03-21T01:42Z 574.7K followers, [--] engagements

"@QuerciaMichael @hiddensmallcaps I own $NLS and $PTON. They are competitors but theres very few ways to play the home workout trend besides these two. $TGYM is too high end for most people"
X Link 2020-04-30T13:12Z 567.1K followers, [--] engagements

"@kylemrichard I own $NLS and $PTON. I almost bought $TGYM but their products are too high end and cater to the fancy gyms and hotels which are getting killed right now"
X Link 2020-05-06T15:48Z 566.7K followers, [--] engagements

"@michaelsantoli Its hard to believe this company is trading with an $18B market cap but no sports yet. $DKNG market cap is more than $WYNN and $MGM combined"
X Link 2020-05-15T12:57Z 566.7K followers, [--] engagements

"My growth portfolio heading into the weekend: $AKAM $ALRM $APPF $ARCT $BAND $CDLX $CHGG $CHWY $CRM $CRWD $CWH $DDOG $DOCU $ECOM $ENPH $EVBG $FEAC $FEYE $FIVN $FLIR $FND $FSLY $INSG $INVH $JWS.U $JD $LABU $LVGO $NLS $ONLN $PENN $PETS $PODD $PTON $PYPL $QDEL $QNST"
X Link 2020-05-15T18:26Z 574.8K followers, [--] engagements

"$TDOC = 928% $TREE = 208% $TSLA = 300% $TWLO = 428% (2016) $V = 173% $VRSN = 252% $VRTX = 164% $WIX = 910% $WST = 291% $ZEN = 275%"
X Link 2020-05-17T19:03Z 574.8K followers, [--] engagements

"This is my portfolio heading into the weekend. Positions range from 1% to 3% depending on my conviction in the company as well as how long Ive held b/c of unrealized gains. I know its a lot of names but there is a method to my madness. 50% of my portfolio is on margin"
X Link 2020-05-22T23:15Z 574.8K followers, [--] engagements

"$AAWW $ALRM $APPF $ARCT $AUDC $AYX $BAND $BILL $BYND $CDLX $CHGG $CHWY $CRM $CRWD $CWH $DDOG $DKNG $DOCU $ECOM $EDIT $ENPH $EVBG $EXPE $FEAC $FIVN $FLIR $FND $FSLY $INSG $JWS.U $LABU $LVGO"
X Link 2020-05-22T23:16Z 574.8K followers, [--] engagements

"@alexadelman Bali definitely wins"
X Link 2020-05-25T22:03Z 575K followers, [--] engagements

"@LizAnnSonders @IvanTheK $SAM is near all time highs"
X Link 2020-06-03T16:34Z 573.2K followers, [--] engagements

"@danprimack I know that $EVER is car insurance but their stock price has exploded since the IPO two years ago"
X Link 2020-06-09T03:53Z 575.2K followers, [--] engagements

"Lets talk about how bad these underwriters underpriced the IPOs for $ZI and $VRM. Both stocks popped 100% on the open which means the underwriters basically stole $1B from the companies/investors and transferred to their HNW clients and mutual fund buddies. This needs to stop"
X Link 2020-06-09T19:14Z 574.8K followers, [--] engagements

"@muddywatersre I have a better one for you from today: $IMRN and the warrants $IMRNW"
X Link 2020-06-09T23:24Z 566.7K followers, [--] engagements

"@RingCentral Long $RNG"
X Link 2020-06-10T22:46Z 574.5K followers, [--] engagements

"@rubin_jonathan @saxena_puru I still like $V $MA $PYPAL $SQ too"
X Link 2020-06-19T13:30Z 566.6K followers, [--] engagements

"My top [--] holdings in order by size which represents 92% of my portfolio: $FSLY $CRWD $LVGO $SE $TWLO $PDD $ESTC $ZYXI $DDOG $PGNY $NET $TDOC $DOCU $AYX $NVTA $CHGG $RDFN $NLS $BAND $BYND $FIVN"
X Link 2020-07-01T17:20Z 574.8K followers, [--] engagements

"Today I started positions in $FTCH and $SDGR after doing some research on both. I think theyre both very exciting companies with massive upside and the potential to be multibaggers. I had some extra cash from trimming $FSLY $LVGO $DOCU $TDOC $TWLO $CRWD over the past two days"
X Link 2020-07-02T21:25Z 574.8K followers, [--] engagements

"@CNBCFastMoney Buffett should buy $DE and $DOW"
X Link 2020-07-06T22:50Z 575.6K followers, [--] engagements

"@jrichlive @prak Dont forget about Jensen Huang who founded Nvidia in [----] and has since built a $250 billion company. Hard to find better charts than $NVDA and $ADBE 🚀🚀"
X Link 2020-07-10T01:57Z 574.7K followers, [--] engagements

"As long as were going to keep adding 50000+ new corona cases everyday then Im going to remain bullish on tech software cloud security work from home ecommerce edtech fintech biotech telehealth gaming health monitoring and home fitness"
X Link 2020-07-12T16:11Z 574.8K followers, [---] engagements

"I was just watching @CNBCFastMoney and some woman calls in to ask what stock she should buy for her grandson to teach him about investing and one of the talking heads has the nerve to recommend $T This might be the worst investment advice Ive ever heard on @CNBC"
X Link 2020-07-17T17:02Z 574.7K followers, [--] engagements

"Heres a list of large cap stocks Id buy before $T $AMZN $DIS $AAPL $MSFT $FB $GOOG $NFLX $WMT $TGT $NVDA $PYPL $V $MA $BRK $JPM $HD $LOW $MAR $ADBE $CRM $PFE $GILD $BMY $MRK $MDT $HON $BA $BLK $BX $GS $CVS $ISRG $INTC $AMD $TJX $LULU $ATVI $CAT $DE $ADSK $UBER $PTON $ZM"
X Link 2020-07-17T17:02Z 574.8K followers, [--] engagements

"@AnalystMkts @mathewgrey @richard_chu97 @reachakhil I feel like $LRCX is one of the few stocks Ive never owned or traded 😂"
X Link 2020-07-18T23:56Z 567.2K followers, [--] engagements

"I just did a search on for cannabis ETFs preferably one with leverage and the names are hilarious: $YOLO $MJJ $THCX $TOKE $POTX I believe the only one with leverage is $MJJ at 2x but the volume is so low that the bid/ask spread makes it hard to trade. http://ETF.com http://ETF.com"
X Link 2020-07-20T16:40Z 566.7K followers, [--] engagements

"After getting crushed in the growth stocks last week I just had my best day of the year up 9.4% My top [--] stocks $FNGU $FSLY $LVGO $SE $TWLO which account for 60% of my portfolio were up an average of 9.2% 30% of my portfolio is on margin so that gave me a little extra juice"
X Link 2020-07-20T20:10Z 574.7K followers, [--] engagements

"I have other sources saying index funds/ETFs wouldve been crazy to buy $TSLA ahead of earnings but now that we know theyre eligible for the S&P the buying could start this week otherwise they risk paying higher prices which makes it harder to track the S&P index"
X Link 2020-07-23T04:45Z 574.8K followers, [--] engagements

"@ash_loskor Its hard to know since weve never seen a $300B company added to the S&P that already had a limited float of share If $TSLA does get added to the S&P my best guess is that shares are up at least 20% over the following [--] days"
X Link 2020-07-23T23:39Z 575.8K followers, [--] engagements

"With $TSLA falling a little bit today the market cap is now $280 billion which puts them in 15th place behind $AAPL $MSFT $AMZN $GOOG $FB $BRK $V $JNJ $WMT $MA $PG $JPM $UNH $HD and then $TSLA Perhaps now its 1.2% instead of 1.25% Im sure these numbers will change daily"
X Link 2020-07-23T23:50Z 574.8K followers, [--] engagements

"Not enough people talking about @SamuelAdamsBeer and $SAM. I dont follow the company but Im surprised the stock has done this well considering a large portion of their revenues come from bars restaurants and sporting events. Must be all those people drinking @TrulySeltzer"
X Link 2020-07-24T17:35Z 575K followers, [--] engagements

"@DivCultivator I also like $IIPR as a play on the growth in the cannabis industry"
X Link 2020-07-25T01:42Z 575.1K followers, [--] engagements

"@DivCultivator $SBAC is another great tower REIT"
X Link 2020-07-25T01:43Z 575.1K followers, [--] engagements

"Congrats to my friends at @SherwinWilliams for posting very solid Q2 results 🔥 $SHW is hitting all time highs and for good reason 🚀 Im proud to say that $SHW is the #1 dealer for my company @SoundGuardPaint and were lucky to be working with them https://amp.benzinga.com/amp/content/16807867__twitter_impression=true https://amp.benzinga.com/amp/content/16807867__twitter_impression=true"
X Link 2020-07-28T14:55Z 574.8K followers, [--] engagements

"$SHOP just reported one of the best quarters Ive ever seen from a $100+ billion company and I dont think @CNBC has even mentioned them yet. Lets go boys: @carlquintanilla @jimcramer @davidfaber"
X Link 2020-07-29T13:03Z 574.8K followers, [--] engagements

"Today Im glad $FSLY is 29% of my portfolio. Yesterday I was glad $LVGO was 30% of my portfolio. I cant wait to see these beasts report next week 🙏🏽 $FSLYs biggest customers are reporting huge numbers 🤑 $DXCM and $TDOC reports & comments this week are bullish for $LVGO 🚀"
X Link 2020-07-30T16:14Z 574.8K followers, [--] engagements

"You cant put a pricetag on hypergrowrh. Just focus on buying the best growth companies be patient add money to your account every month buy the dips and enjoy your gains 🚀"
X Link 2020-07-30T17:28Z 574.8K followers, [--] engagements

"My next [--] favorite stocks that I dont own but really like and would like to get back into at some point are: $TWLO $DOCU $CRWD $DDOG $NET $AYX $CHGG $LRN $ZM $ROKU $TTD $PGNY $ESTC $BAND $IIPR $GWPH $SDGR $GH $NVTA $IMMU $SQ $PYPL $OKTA $TDOC $CYRX $ZS $PLAN $SMAR $ALRM $CHWY"
X Link 2020-07-30T17:34Z 574.6K followers, [--] engagements

"Here we go. earnings after the close from $AAPL $AMZN $GOOG $FB $GILD $MGM $EA $MELI $VRTX No biggie only $5+ trillion worth of market cap 🔥 Its a good day to smash some numbers and guide higher for Q3 and full year. $FNGU 🚀"
X Link 2020-07-30T19:50Z 574.6K followers, [--] engagements

"I dont love financials energy pharma cyclicals REITs or industrials but Id buy these stocks/sectors 100% of the time especially at current prices before Id buy fixed income. Buy some 3-5% dividend paying stocks before buying any bonds. Bonds are useless at these levels"
X Link 2020-07-31T17:18Z 574.7K followers, [--] engagements

"Fifth size matters As much as I want to $TSLA and $SHOP for the next 5-10 years I promise these companies have no shot at 25x returns from now until [----]. Theyre just too big with market caps of $275B and $125B respectively"
X Link 2020-08-02T16:00Z 574.8K followers, [--] engagements

"If you want to find companies that have a shot at 25x returns in [--] years you need to be thinking $1-10B market caps but Id say $1-5B is even better. Its exponentially harder for a $10B company to go 25x than it is for a much smaller company. $NVDA was an exception to this"
X Link 2020-08-02T16:00Z 574.9K followers, [--] engagements

"@AlphaCapp Do you own any of them now"
X Link 2020-08-02T20:34Z 567.1K followers, [--] engagements

"@AlphaCapp $SPT has been a popular one today"
X Link 2020-08-02T20:35Z 566.9K followers, [--] engagements

"In the short term because of shitty price action Im disappointed that $LVGO is merging with anyone but long term this story just got much better. These two companies were going to be competitors at some point but now they are combining forces. I love it"
X Link 2020-08-05T14:26Z 574.9K followers, [--] engagements

"There are only two companies I would have accepted a merger with and they are $TDOC and $DXCM. If this merger was with any other company Id be selling all my shares today. $LVGO is a steal right now at $128 so if you want to own the future of healthcare go buy some shares"
X Link 2020-08-05T14:26Z 574.6K followers, [--] engagements

"@jimpeppers $IAC just invested in $MGM today. Im sure its a great stock to hold long term but Im not a long term value manager. I want to own the stocks that will perform the best over the next 3-6 months"
X Link 2020-08-10T19:59Z 566.7K followers, [--] engagements

"@RileyCNBC I hope stripe comes soon"
X Link 2020-08-12T00:36Z 566.9K followers, [--] engagements

"@jablamsky @avgodfather @LeftBrainIR @RichardMoglen @MartyChargin @richard_chu97 @FromValue @saxena_puru @alphacharts365 @andrescardenal @PatternProfits @StockNovice @RamBhupatiraju @Beth_Kindig @MadMraket $VEEV is one of those stocks that always looks expensive but theyre clearly the leader in their niche with no obvious competition nipping at their heels. 27x [----] sales is pricey w/ just 20-25% top line growth but at least theyre profitable. $VEEV has had very few pullbacks"
X Link 2020-08-15T18:58Z 574.6K followers, [--] engagements

"5) $OTRK = tech/AI enabled healthcare platform 6) $ZYXI = non-invasive medical devices to treat chronic pain and injuries 7) $IIPR = leases warehouses to cannabis companies 8) $GWPH = using pharmaceutical grade cannabis to treat chronic diseases"
X Link 2020-08-18T21:00Z 575K followers, [---] engagements

"9) $TWOU = online learning for colleges 10) $LRN = online learning for K-12 11) $NLS = home fitness equipment 12) $PGNY = fertility benefits"
X Link 2020-08-18T21:00Z 575K followers, [---] engagements

"8 reasons why every investor needs to own $FSLY for the next 12+ months Keep reading 👇🏽👇🏽"
X Link 2020-08-20T21:09Z 574.9K followers, [---] engagements

"3) $MDLA = Medallia is an enterprise platform that utilizes machine learning and artificial intelligence to analyze structured and unstructured data from signal fields in human and digital interactions throughout our daily activities. Revenue growth = 25-35% Market cap = $4.5B"
X Link 2020-08-24T02:27Z 566.8K followers, [--] engagements

"4) $SAIL = SailPoint provides identity and security software solutions Revenue growth = 45-55% Market cap = $3.5B"
X Link 2020-08-24T02:27Z 566.8K followers, [--] engagements

"6) $ECOM = ChannelAdvisor is a cloud based platform that helps brands and retailers improve their online presence and performance by expanding sales channels optimizing operations/logistics and providing detailed data & analytics. Revenue growth = 20-30% Market cap = $530M"
X Link 2020-08-24T02:27Z 567.7K followers, [--] engagements

"7) $FRPT = Freshpet manufactures and sells natural/fresh pet products refrigerated meals and treats for dogs and cats. Revenue growth = 30-40% Market cap = $4.6B"
X Link 2020-08-24T02:27Z 567.7K followers, [--] engagements

"8) $GH = Guardant Health is a precision oncology company that provides blood tests data and analytics. The company also offers liquid biopsy tests for advanced stage cancers. Revenue growth = 30-50% Market cap = $9.3B"
X Link 2020-08-24T02:27Z 574.8K followers, [--] engagements

"@hhhypergrowth @richard_chu97 @cap_zay Shall we make a friendly wager on which company will have the largest market cap at the end of their first day of trading 1) Snowflake 2) Palantir 3) Airbnb"
X Link 2020-08-25T06:23Z 574.8K followers, [--] engagements

"@saxena_puru This is why I have added $TCEHY and $ADYEY to my account. Im approx 90% e-commerce and payments: $SHOP $AMZN $BABA $SE $MELI $PDD $SQ $FSLY also benefits from e-commerce and payments b/c its big part of their enterprise customer base"
X Link 2020-08-26T19:39Z 574.9K followers, [---] engagements

"@jaminball The current valuation on $BIGC makes no sense. I assume this massive 100% move in the past two days has to do with the limited float"
X Link 2020-08-26T19:45Z 575.8K followers, [--] engagements

"@saxena_puru I appreciate you for convincing me to add some of these names months ago. I think you might have gotten me into $SE and/or $MELI"
X Link 2020-08-27T00:07Z 574.8K followers, [--] engagements

"@saxena_puru I like this deal for @FSLY 👍🏼 Signal Sciences had raised $61M from investors including two of the best VC firms @CRV and @IndexVentures"
X Link 2020-08-27T12:35Z 574.9K followers, [--] engagements

"@jablamsky Very solid quarter from $VEEV and nice AH pop"
X Link 2020-08-27T20:22Z 574.8K followers, [--] engagements

"@trevmuchedzi Agreed but this is already going to be a huge one. Im just not sure enough large investors are willing to pay more than 60x revenues the first day. I probably will because Ill hold it for the long term. I dont see this one pulling back after the first week"
X Link 2020-08-28T12:39Z 575.8K followers, [--] engagements

"@trevmuchedzi Given that $SNOW is probably only issuing 15% of shares it means a limited float which is obviously what could put this stock way past a $40B market cap on day one. I think theres a 50/50 chance the market cap hits $50B in the first week just not sure about the first day"
X Link 2020-08-28T12:40Z 575.8K followers, [--] engagements

"10 things Ill never do voluntarily: 1) Fly on Spirit Airlines 2) Put bumper stickers on my car 3) Watch the Kardashians 4) Enter a 5k race 5) Go bungee jumping 6) Listen to Cardi B 7) Spend $2000+ on a Peloton 8) Buy treasury bonds 9) Go on a cruise 10) Put pineapple on pizza"
X Link 2020-08-29T22:22Z 574.8K followers, [---] engagements

"@RihardJarc @TheMarkCooke $PINS and $TWTR both undervalued"
X Link 2020-09-01T20:21Z 574.8K followers, [--] engagements

"@RileyCNBC @bumble @WhitWolfeHerd This will be a big win for Blackstone too"
X Link 2020-09-02T04:30Z 566.9K followers, [--] engagements

"Right now $UBER has a $61B market cap and $LYFT has a $9B market cap. I predict whenever @Stripe finally comes public their market cap (after the first week of trading) will be larger than $UBER and $LYFT combined"
X Link 2020-09-02T19:16Z 575.9K followers, [--] engagements

"If you could only own [--] stocks for the rest of [----] what would they be"
X Link 2020-09-04T13:14Z 566.7K followers, [---] engagements

"@SeifelCapital I call $MELI the baby Amazon of South America Its a really cool founding story too"
X Link 2020-09-08T00:16Z 574.9K followers, [--] engagements

"@CaseyM42794043 @JaxxTx My favorite growth stocks right now would probably be: $FSLY $SE $TDOC $TSLA $SHOP $AMZN $ETSY $MELI $PDD $ROKU $TTD $SQ $CRWD $API $DOCU $NVDA $BABA $TCEHY $LULU $ULTA $PTON $BAND $TWLO"
X Link 2020-09-08T01:11Z 566.7K followers, [--] engagements

"@howardlindzon $SNOW"
X Link 2020-09-09T03:18Z 574.8K followers, [--] engagements

"@qcapital2020 @TheMarkCooke @GrowthStockDoc @jaminball @RedCoatChicago I dont see $BIGC taking market share from $SHOP. I see it the other way around. I think the two things keeping $BIGC from being down 20% after hours are: 1) limited float of shares 2) the potential of $BIGC being acquired by $FB or $WMT (long shot)"
X Link 2020-09-09T21:40Z 575.8K followers, [--] engagements

"@Electric_EMS @JE_Research @cameroniadeluca Ill bet anyone money the Fed does not raise rates in [----]. Theres no chance of that happening"
X Link 2020-09-11T01:24Z 574.7K followers, [--] engagements

"@jimcramer $LULU $ULTA $RH $CWH $HD $LOW $WMT and $TGT are the only retail stocks worth owning"
X Link 2020-09-11T02:26Z 574.8K followers, [--] engagements

"@Matt_Cochrane7 @SpaceX @RobinhoodApp @tiktok @Affirm Heres a few more: $ADSK buys @procoretech $BLK buys @Wealthfront $BRK buys @CAT $RTX buys $SPCE $ADBE buys $DOCU $ZM buys $WORK $TGT buys $SFIX $NKE buys $NLS $BABA buys @WishShopping $AMZN buys $MELI"
X Link 2020-09-12T19:20Z 574.8K followers, [--] engagements

"For everyone asking what time $SNOW will start trading today. my best guess is 11:30am. For context $UBER started trading at 11:50am on their IPO day"
X Link 2020-09-16T13:40Z 574.9K followers, [--] engagements

"@RamBhupatiraju @richard_chu97 @saxena_puru @FromValue @Gautam__Baid I only subscribe to a few investor podcasts. Im actually looking for some new ones that focus on disruptive high growth companies"
X Link 2020-09-18T16:18Z 574.8K followers, [--] engagements

"If the markets are down this morning on fears about another Covid wave then I suggest sticking w/ sectors that worked best from March thru June which was e-commerce digital payments gaming streaming cloud work from home workout at home and anything home improvement related"
X Link 2020-09-21T13:35Z 574.8K followers, [---] engagements

"Welcome to the triple digit club $PTON Kudos to everyone that has been holding $PTON since the post-earnings drop to under $80. I have a 14% position in $PTON 🔥"
X Link 2020-09-23T14:50Z 574.8K followers, [---] engagements

"There are better industries to find dividends where the companies are growing earnings and increasing their dividends. Personally I dont see any of the banks increasing their earnings for a long time especially if these VC backed FinTech companies continue to crush them"
X Link 2020-09-25T00:14Z 574.8K followers, [--] engagements

"If you want exposure to the financial industry Id suggest going with the digital payment companies: $V $MA $PYPL $SQ Another option is to go with the asset managers like $GS $MS $BX $KKR however I do worry about their commercial real estate portfolios so be careful"
X Link 2020-09-25T00:18Z 574.8K followers, [---] engagements

"@avgodfather @InvestmentTalkk @x2da4 @TheMarkCooke Cramer is crushing Fisker Auto right now $SPAQ on MadMoney. He legit just gave them a colonoscopy 😬"
X Link 2020-09-25T22:43Z 574.6K followers, [--] engagements

"@bkoplos @BigTenNetwork @Mizzou @B1Gfootball Any idea if college basketball is coming back"
X Link 2020-09-26T18:57Z 574.8K followers, [--] engagements

"Has anyone else noticed that $ENPH is only 3% away from being a 100-bagger since the middle of [----] 🤑"
X Link 2020-09-26T20:35Z 574.9K followers, [---] engagements

"Im always looking for innovative and disruptive companies with extraordinary revenue growth defensible business models and expanding margins. When I start a position in a stock I need to believe it has 50% or more upside over the next 6-12 months. If not then I wont own it"
X Link 2020-09-28T22:20Z 574.8K followers, [--] engagements

"@clueless_1337 @jablamsky @StockMarketNerd @TheMarkCooke @avgodfather @BahamaBen9 This would lead to lots of alcohol poisoning for FinTwit"
X Link 2020-09-29T19:47Z 567.7K followers, [--] engagements

"Portfolio update as of September [--] 2020: $FSLY = 15% $TSLA = 12% $SE = 12% $PTON = 8% $CRWD = 7% $ROKU = 7% $SHOP = 7% $SQ = 6% $TDOC = 6% $PINS = 5% $ETSY = 5% $MELI = 4% $DOCU = 3% $Z = 3% September returns: My portfolio: +3.83% Nasdaq: -5.02% S&P 500: -4.48%"
X Link 2020-09-30T21:34Z 574.7K followers, [---] engagements

"@ocshree Smart man. I trimmed 2% from $FSLY $ROKU $PTON $SE near the highs today and added to $API $DOCU $DDOG $TDOC plus kept some cash"
X Link 2020-10-01T18:44Z 566.7K followers, [--] engagements

"@investing_city Cryoport. They ship human & animal pharmaceuticals that required special handling and temperature controlled transport and logistics such as 150+ million vaccine doses. This is my way to play the vaccine"
X Link 2020-10-06T22:55Z 567.7K followers, [--] engagements

"@JonErlichman Fastly: +530% Fiverr: +587% CrowdStrike: +188% Twilio: +211%"
X Link 2020-10-11T23:17Z 574.8K followers, [--] engagements

"Since $FSLY is down 27% after hours b/c they lowered quarterly rev guidance (likely b/c of TikTok) figured it would be a good time to re-share the tweet below. The best growth stocks will pullback 20-40% from time to time. These are buying opportunities for long term investors. Yesterday I finished the book [---] Baggers and if I had to share one lesson from the book its this: Monster Beverage ($MNST) was a 100-bagger in just [--] yrs 10x over those [--] yrs $MNST dropped more than 25% 3x over those [--] yrs $MNST dropped more than 40% Patience matters Yesterday I finished the book [---] Baggers and if"
X Link 2020-10-14T21:18Z 574.9K followers, [---] engagements

"Nice article tonight by @andrescardenal on $FSLY and why its smart to stay calm and be patient b/c the real story for $FSLY starts in [----] when we see revenue and gross margins benefits of the @signalsciences acquisition plus the rollout of Compute@Edge https://seekingalpha.com/article/4379315-fastly-keep-calm-and-be-patientmail_subject=fsly-fastly-keep-calm-and-be-patient&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha"
X Link 2020-10-15T23:33Z 574.8K followers, [--] engagements

"@StockMarketNerd $NVDA $ADBE $ADSK $HUBS $TEAM $CRM"
X Link 2020-10-17T00:40Z 574.7K followers, [--] engagements

"@AnthonyOhayon @AviNMash this is a great episode especially since you started off talking about [--] of my favorite stocks $SE $MELI $SQ $TDOC"
X Link 2020-10-19T13:17Z 574.8K followers, [--] engagements

"Not sure if anyone has experience in this but @Zillow has two different tickers $Z and $ZG I got back into $Z a few weeks ago and have an unrealized loss.for tax purposes Im wondering if I could sell $Z and buy $ZG so I stay invested in @Zillow but get to take the tax loss 🤔"
X Link 2020-10-19T15:01Z 574.8K followers, [--] engagements

"@alexeheath @sunriverflow They should just buy NextDoor"
X Link 2020-10-21T04:19Z 566.9K followers, [--] engagements

"FWIW after $TSLA reported earnings yesterday my model updated and the new [--] month price targets are: $602 = based on the data $718 = based on data plus S&P inclusion"
X Link 2020-10-22T13:31Z 574.8K followers, [--] engagements

"@focustock $SAIL = $32"
X Link 2020-10-22T18:04Z 575.1K followers, [--] engagements

"@Paul15546952 $FSLY $TSLA $SE $CRWD $FB $TDOC $SQ $ETSY $ROKU $API $DOCU $CYRX $PTON $NLS $PINS $ZG $IIPR"
X Link 2020-10-23T00:31Z 566.7K followers, [--] engagements

"Given all of this and much more I believe $FB is easily a $2.5 trillion company within [--] years which would put the CAGR (compound annual growth rate) at 26%. Long $FB 🚀"
X Link 2020-10-23T16:29Z 574.8K followers, [--] engagements

"My top [--] positions: $TSLA $FSLY $FB $SE $CRWD $SQ $ETSY $TDOC $DOCU $ROKU $PTON $PINS"
X Link 2020-10-23T16:29Z 574.8K followers, [---] engagements

"@Mshukla76My @SeifelCapital @JoTrader4 @NG45981722 @FalkorLucky @TheMarkCooke @RedCoatChicago @GetBenchmarkCo $JMIA is still very risky compared to $BABA for international e-commerce Id rather stick with the beasts: $BABA $SE $MELI $PDD"
X Link 2020-10-25T00:44Z 574.7K followers, [--] engagements

"@adventuresinfi @clueless_1337 Youre right. I could have sworn $API gross margins were in the 70s. Maybe the numbers changed recently"
X Link 2020-11-03T19:13Z 566.6K followers, [--] engagements

"@adventuresinfi @clueless_1337 Looks like $API was in the low 70s a couple years ago and its been declining ever since"
X Link 2020-11-03T19:14Z 566.6K followers, [--] engagements

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