@KabraxFX Kab XRoot Inc. ($ROOT) is expanding rapidly, with a growing presence in the auto insurance market through its embedded partnerships, such as with Hyundai, and a widening distribution footprint nationwide. The company's CEO, Alex Timm, has highlighted its technological advantages, including its API stack, which allows for quick integration into partners' systems. Additionally, Root's growth is being compared to other companies, with some analysts expressing bullish sentiments about its potential.
Social category influence stocks 76.03% cryptocurrencies 42.98% finance 39.67% automotive brands 6.61% currencies 2.48% technology brands 2.48% countries 1.65% social networks 0.83%
Social topic influence $root #8, insurance #1960, $upst 12.4%, in the 9.92%, $roots #2, $lmnd #61, hyundai 6.61%, $crdo 6.61%, root #501, $bull #32
Top accounts mentioned or mentioned by @investifydaily @henryinvests @investincintel @arne19288930 @cariocapital @cernunnoscap @thestocksking @stocktology_ @rileye645 @cpostrategy @fernet365 @flinkyjones @call_lee_free @stonk_wisdom @florian_0707 @alikahil @bjmtweets @rowecapital @moninvestor @mindset4moneyx
Top assets mentioned The Root Network (ROOT) Upstart Holdings, Inc. (UPST) Return to Beginnings (ROOTS) Lemonade, Inc. (LMND) Credo Technology Group Holding Ltd (CRDO) Bull Market (BULL) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Dash (DASH) TransMedics Group, Inc. Common Stock (TMDX) Progressive Corp (PGR) CAVA Group, Inc. (CAVA) Carvana Co. (CVNA) Alliance Fan Token (ALL) Ally Financial, Inc. (ALLY) Alibaba Group (BABA) Cheeseball (CB) 4 (FOUR) Robinhood Markets, Inc. (HOOD) Root, Inc. (ROOT) Slide Insurance Holdings, Inc. (SLDE) White Mountains Insurance Group Ltd. (WTM) Kinsale Capital Group, Inc. (KNSL) Skyward Specialty Insurance Group, Inc. (SKWD) Cincinnati Financial Corporation (CINF)
Top posts by engagements in the last [--] hours
"$HIMS reports $401.6m in Revenue up 77% YOY"
X Link 2024-11-04T21:07Z [----] followers, [----] engagements
"Perspective: Tens of millions of people have no idea what's happening in the stock market each day - they likely don't even look - yet these same people are the ones that continue to passively invest in their 401ks every week regardless of price. We live in an "ownership society" where the system is literally designed for its citizens to accumulate assets for their future success and pullbacks become opportunities to be captured by the masses. A massive portion of market demand is automatic and price-insensitive. It is not driven by traders narratives or timing but by the deposits of millions"
X Link 2026-02-14T03:08Z [----] followers, [----] engagements
"I just hit [----] followers Thanks to everyone who has followed me in the last [--] hours or so Its been incredible to see all the new faces and notification spam I think most of you have joined after seeing my recent account success but I hope I can provide you other quality content other than just showing you my account balance However while its been a great achievement its mostly due to two holdings $HIMS and $ROOT. I believe both will continue to be amazing successes and I have no intention of letting these go any time soon even with their recent run ups volatility or not. I hope the momentum"
X Link 2025-02-20T03:44Z [----] followers, [----] engagements
"$TMDX TransMedics chooses Mirandola of Emilia-Romagna Italy for its European Hub ๐ ๐ฅ"
X Link 2025-05-26T23:00Z [----] followers, [----] engagements
"Right now I have three names I am extremely bullish on that make up nearly 50% of the stocks I hold: 1) $ROOT isn't relying on just one channel of growth. Through embedded partnerships they're getting in front of customers at the point of need seamlessly integrating into platforms where insurance feels like a natural add-on. At the same time their independent agent partnerships through the $ROOT Agent Platform are creating a scalable distribution network one that gets stronger with every new connection. Each embedded partner adds reach each agent adds trust and volume and together they create"
X Link 2025-09-29T00:34Z [----] followers, 14.7K engagements
"Revenue: $ROOT: $1.37B โ
$LMND: $600.7Mil ๐คจ $PGR: $82.4B โ
Market Cap: $ROOT: $1.4B ๐คจ $LMND: $3.9B ๐ค $PGR: $144.5B โ
Price-To-Sales: $ROOT: 0.96x โ
$LMND: 6.57x ๐คจ $PGR: 1.75x โ
Est Growth CAGR (3 yrs): $ROOT: 25-50% โ
$LMND: 29-42.1% โ
$PGR: 4.9% ๐คจ What is growth if you keep none of what you make Operating / Profit Margin: $ROOT: +8.83% / +5.98% โ
$LMND: -32.65% / -33.96% ๐ $PGR: +16.28% / +12.66% โ
$PGR has crushed it for the last [--] years ๐ $LMND may crush it for the next [--] years - if it achieves its profitability goals in late [----] or [----] ๐ $ROOT is crushing it now and the next"
X Link 2025-10-04T23:55Z [----] followers, 48.2K engagements
"$ROOT "no signs of an earnings beat" ๐ - Partner $CVNA Record-breaking sales - Partner Hyundai/Kia Record-breaking sales - $ALLY Record-breaking auto loans on 4mil applications - $ROOT Partnered with TurboRaters and QuoteRush - $ROOT sponsored on Kelly Blue Book/AutoTrader websites (millions of views each week) - No Catastrophic weather in the US in the 3rd Quarter - Significant increase in web traffic according to Ahrefs traffic tracking website - Washington State expansion - Experian Data showing $ROOT was cheapest option in [--] States (high probability of conversions)"
X Link 2025-11-03T15:54Z [----] followers, [----] engagements
"You're comparing two different things. Total Loss Ratio is not Net Combined Ratio. You can think of total loss ratio as the gross margin while net combined ratio is similar to net income (but not exactly). The thing is $LMND doesn't actually show their NCR and likely has never dropped below 100% though I don't have the exact figure. At least according to AlphaQuary that uses a non standard calculation it shows $LMND at 165% Combined Ratio versus $ROOT at 108% (where as you pointed out $ROOT's in the period is actually 102.1% so it is close but not exact)."
X Link 2026-02-13T14:56Z [----] followers, [---] engagements
"@HolySmokas Doesn't like you got any insurance in there maybe get some $ROOT"
X Link 2026-02-13T23:26Z [----] followers, [----] engagements
"@MitchMartan98 @JakeVyper @Neil_X10 How far have you looked Their CEO is a certified actuary & their CTO was former citadel quant "one of the first [--] guys on the Citadel's statistical arbitrage floors" that developed his PhD thesis while working at $ROOT on Statistical Machine Learning https://x.com/KabraxFX/status/1971004923585478672 $ROOT's President and CTO Matt Bonakdarpour was a literal quant for Citadel prior to joining $ROOT. It's no wonder why $ROOT was able to achieve industry leading loss ratios so quickly. $ROOT has a literal genius at the helm. Are you bullish yet"
X Link 2026-02-14T20:11Z [----] followers, [---] engagements
"Regardless of the potential of returns in those markets you should stay invested in US based assets. Strong dollar policy supports US equity outperformance because most foreign assets structurally lose value in USD terms. So even when international or EM markets perform well locally the FX translation often wipes out the excess return. That makes the US market the dominant risk asset for global investors compressing any equity risk premium in other markets and sustaining our higher valuations. https://twitter.com/i/web/status/2022803258335727790"
X Link 2026-02-14T22:40Z [----] followers, [--] engagements
"EM's [--] year USD outperformance happened during a massive dollar bear market DXY literally fell -40% from its peak. Weak USD gave them a currency tailwind on top of China's boom. Strong dollar policy does the opposite erodes foreign returns in USD terms. History confirms that USD strength equals US equity dominance and we saw that post [----]. You can see the inverse relationship between the DXY and emerging markets. https://twitter.com/i/web/status/2022818785267454119 https://twitter.com/i/web/status/2022818785267454119"
X Link 2026-02-14T23:42Z [----] followers, [--] engagements
"@CarioCapital @InvestifyDaily But why do you hold a double standard for $BULL but not for $BABA"
X Link 2026-02-15T15:00Z [----] followers, [---] engagements
"Bullish for assets. You think the market is about to crash but its apparently projected to just go straight up. The national debt is private sector's surplus. The more dollars we have the more we can buy assets. U.S. National Debt projected to soar to $64 Trillion over the next decade ๐จ๐จ Probably Fine https://t.co/6nUim6ySgm U.S. National Debt projected to soar to $64 Trillion over the next decade ๐จ๐จ Probably Fine https://t.co/6nUim6ySgm"
X Link 2026-02-15T22:07Z [----] followers, [---] engagements
"๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/ https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/"
X Link 2025-04-02T13:34Z [----] followers, [---] engagements
"$ROOT is my top stock pick going into [----] and no one is talking about this name. $ROOT is attempting to reshape auto insurance by embedding real-time personalized coverage directly into the vehicle purchasing experience through partners like $CVNA. Instead of customers shopping separately for insurance $ROOT integrates instant underwriting & binding into checkout compressing what is normally a multistep high friction process into a few clicks. They also recently entered into the Independent Agents space appointing over [-----] agents and giving them access to their $ROOT Agent Platform ("RAP")"
X Link 2025-12-08T00:37Z [----] followers, 61K engagements
"Top Ten Property & Casualty Insurance Companies by 3-Year Revenue Growth: $ROOT: +95% ๐ $SLDE: +87% $LBRA.TA: +73% $LMND: +43% $WTM: +43% $KNSL: +38% $SKWD: +34% $CINF: +31% $PLMR: +30% $HCI: +23%"
X Link 2026-01-04T01:39Z [----] followers, [----] engagements
"$ROOT is not a stock you trade. You buy hold and buy more. It will leave people behind like it has before. The float is small only 12.49mil. If everyone could only own [---] shares each only [------] people could own a handful yet people think it's a good idea to trade it ๐ Sold $root [-----] Sold $root 74.50"
X Link 2026-01-07T17:33Z [----] followers, [----] engagements
"$ROOT is only just getting started for the new year At yesterday's ICR Conference $ROOT told us "we've already got lots of big partners under contract that we still just haven't launched." Already today we get our first example of that pipeline with the Kikoff partnership embedding $ROOT's insurance experience directly inside a financial app used by millions In the coming weeks or months we may see many more partnerships go live ๐ $ROOT just partnered with Kikoff a credit-building app used by millions. Kikoff works like a low-cost subscription: you pay a small monthly fee and in exchange"
X Link 2026-01-13T20:33Z [----] followers, [----] engagements
"Worried about $ROOT dropping today after such positive news yesterday Don't be - it's systemic and affecting the broader insurance sector down just over 2.3% as of this post. Many other notable names like $PGR $ALL and $LMND are all down pretty big as well. If you were late to add $ROOT this might be a buying opportunity you needed to get in Not financial advice. https://twitter.com/i/web/status/2011179346665546215 https://twitter.com/i/web/status/2011179346665546215"
X Link 2026-01-13T20:51Z [----] followers, [----] engagements
"$CAVA coming in hot with the new Sumac spiced items Sumac Sour Cream + Onion Pita Chips and Sumac Slaw ๐ Unique and delicious flavor profiles you can't get at $CMG or $SG $CAVA makes you crave their food - its so good ๐ฅต"
X Link 2026-01-14T21:18Z [----] followers, [----] engagements
"There is a concern that $ROOT's growth will stagnate Policies in Force only grew 2.37% Q/Q and revenue only 1.27% even though that is 27% YoY. One thing we got to keep in mind is $ROOT actively cuts their own "bad driver" policyholders so the good drivers are not having to pay for the bad driver's mistakes so while it may look like $ROOT is not growing it might be because they are making the decision to cut bad policies (we don't actually know how many customers they cut each period). Despite this possibility analysts are typically wrong in their estimates we have been consistently beating"
X Link 2026-01-23T03:17Z [----] followers, [---] engagements
"$CAVA ๐ซก Hope you enjoyed @alikahil Supporting @KabraxFX today https://t.co/hMqtrTgUbs Supporting @KabraxFX today https://t.co/hMqtrTgUbs"
X Link 2026-01-27T18:27Z [----] followers, [---] engagements
"In September $ROOT hired a new CISO Srini Srinivasan. During his time at $CHWY Srini helped "advance AI-driven fraud detection" and now with $ROOT he may be doing the same. In auto insurance fraud is rampant - it makes up anywhere between 10%-25% of claims. By efficiently catching fraud claims $ROOT may be able to further reduce their loss ratios which would directly improve underwriting profitability This further strengthens the $ROOT flywheel by feeding higher-quality data back into their models enabling better customer segmentation of fraud risk better pricing for all customers as fewer"
X Link 2026-01-29T20:05Z [----] followers, [----] engagements
"$ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their technology. Even if accidents become extremely rare because of AV $ROOT can see which algorithms outperform others. Safer AVs get cheaper insurance riskier AVs will pay more. By pricing this way $ROOT even shape consumer buying behavior. People naturally gravitate toward safer cars because they cost less to insure creating a"
X Link 2026-01-29T22:43Z [----] followers, [----] engagements
"This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what $ROOT did with $CVNA Hyundai across its brands sells nearly [--] million cars in the US a year nearly 4x $CVNA ๐ช๐ฅณ Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo Potentially very bullish news"
X Link 2026-01-30T00:55Z [----] followers, [----] engagements
"Multiple posts concerned that Hyundai's Secure+ insurance offering is not with $ROOT but this is exactly what CEO Alex Timm described in his recent fireside chat. While the filing is for Hyundai Motor not Hyundai Capital it does not mean that the integrated product does not include $ROOT as the underlying insurance and data platform. Th distinction between the two entities matter because Hyundai Motor owns the customer interface (vehicle software infotainment Hyundai app and brand) while Hyundai Capital operates as a financing and services arm. An embedded insurance product like Secure+ would"
X Link 2026-01-30T17:40Z [----] followers, [----] engagements
"Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key software vendor by 75%. His AI-driven approach targets the administrative "noise" that consumes 95% of most procurement teams' time automating routine workflows so $ROOT's stakeholders can focus more on strategic decision making. Underneath this greatly improves $ROOT's operating leverage turning operational improvements directly"
X Link 2026-01-31T19:29Z [----] followers, [----] engagements
"@Florian_0707 Absolutely and $ROOT is my largest position. Nothing in my opinion is more undervalued than this name right now. Valuation continues to compress while the underlying business only continues to improve"
X Link 2026-02-01T02:50Z [----] followers, [---] engagements
"Did you catch $ROOT's Sren Petsch featured spot in Issue #68 of @CPOstrategy over the weekend ๐ Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key https://t.co/COxkP2UPSk Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and"
X Link 2026-02-02T15:41Z [----] followers, [----] engagements
"Was thinking about $DASH's upcoming earnings and was reviewing expectations - I think $DASH might beat pretty significantly in revenue. Here is my thought process: - Q4 [----] estimates for revenue on $DASH are $3.99B. - Historically Q/Q Q3 to Q4 [----] revenue growth was 6.17% and Q3 to Q4 [----] at 6.42%. - Q3 [----] Q/Q revenue growth was 4.93%. - Recently acquired Deliveroo made 1.047B GBP in H1 [----] which converts to about $1.4B (rounding down from today's conversion to be conservative) in USD this implies roughly a $650750 mil quarterly run-rate for Deliveroo. - Deliveroo's revenue will make"
X Link 2026-02-02T18:55Z [----] followers, [---] engagements
"Unexpectedly good drivers are people you would never find through demographics alone but you can find through behavior. $ROOT identifies these people using telematics data how you brake turn accelerate and use your phone while driving. That creates a massive underwriting edge as better risk selection leads to lower loss ratios. Over time $ROOT compounds by attracting the safest drivers and pricing risk more accurately than incumbents. The edge in their data cannot be understated. ๐ $ROOT recognizes ad spend won't win the race but precision will. Annie Yang Sr. Director of Data Science at"
X Link 2026-02-05T16:18Z [----] followers, [----] engagements
"Meet Nicholas Blanchet $ROOT's newest VP of Engineering Most recently CTO at Flextract working on AI and LLMs to drive their wealth management platform. Formerly CTO & Co-founder of Ohi where he built and led a team of 40+ engineers raised $24mil+ in funding and grew the business to a nearly $9mil run-rate. ๐ Having a former co-founder of a high-growth startup is a big advantage this is someone who's built real businesses and understands the ownership mindset required to scale a company like $ROOT ๐ช https://twitter.com/i/web/status/2019639232617410931"
X Link 2026-02-06T05:08Z [----] followers, [----] engagements
"Did you make the uncomfortable decision and buy this week's dip What names did you load up on"
X Link 2026-02-06T17:00Z [----] followers, [----] engagements
"@themotleyfool $ROOT"
X Link 2026-02-09T01:48Z [----] followers, [---] engagements
"$DASH ๐ heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH"
X Link 2026-02-09T03:19Z [----] followers, [---] engagements
"I wouldn't be surprised to see $HIMS get cut in half again from here"
X Link 2026-02-09T04:38Z [----] followers, [----] engagements
"$DASH At least you can get 50% off in New England Patriot fans ๐ Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner https://t.co/VXq9FEV4kw Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner"
X Link 2026-02-09T04:48Z [----] followers, [---] engagements
"@RoweCapital Think what you want but I've considered that. I also made 219% last year on this name. I no longer believe even my previous $18.39 average is a fair value for this company. You don't need to agree and I hope the best for you and that it goes up from here to make you money. GL"
X Link 2026-02-09T06:02Z [----] followers, [---] engagements
"$CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for mid-single digit sequential growth and 200%+ YoY growth for the full fiscal year Holy Cow ๐ฎ This is incredible news for the broader AI trade as infrastructure continues scaling massively ๐ฅณ https://twitter.com/i/web/status/2020995279496118623 https://twitter.com/i/web/status/2020995279496118623"
X Link 2026-02-09T22:56Z [----] followers, [----] engagements
"You have to keep in mind that $CRDO is beating this quarter by almost 20% above guide already so the base of Q4 is already much higher. They're estimating they're going to post nearly 426mil more in Q4 which would bring them to about 1.3B in revenue for the FY [----] but that is not to say they don't beat again by another massive amount like this quarter. This is still huge. https://twitter.com/i/web/status/2021012580190519786 https://twitter.com/i/web/status/2021012580190519786"
X Link 2026-02-10T00:05Z [----] followers, [---] engagements
"@growthrapidly $ZETA has become my third biggest holding. Very excited to see where this goes"
X Link 2026-02-10T00:15Z [----] followers, [---] engagements
"@moninvestor You need $CRDO in there"
X Link 2026-02-10T14:12Z [----] followers, [---] engagements
"$CRDO Will be heading back towards $200 as fundamentals continue to improve quarter after quarter after quarter. $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for https://t.co/DYZN7KGORq $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior"
X Link 2026-02-10T14:55Z [----] followers, [---] engagements
"$ROOT If you're still building a position set limit buys and go live your life. Let the company execute and give performance time. Your investments are not supposed to pay off in just one day one week one month or even one year. You need to let the company cook to see the results you want as you know they are. It's that simple. https://twitter.com/i/web/status/2021255310858649707 https://twitter.com/i/web/status/2021255310858649707"
X Link 2026-02-10T16:09Z [----] followers, [----] engagements
"SMID Cap Companies to own (Price/MC) ๐ค $CAVA - $71 / 8.3B $ROOT - $59 / 915M $ZETA - $17 / 4.2B $TMDX - $136 / 4.6B $FOUR - $60 / 5.4B $UPST - $40 / 4B $BULL - $7 / 3.2B"
X Link 2026-02-10T16:48Z [----] followers, [---] engagements
"@stonk_wisdom $BMNR is another one I still hold my shares but more speculative than the rest"
X Link 2026-02-10T16:55Z [----] followers, [--] engagements
"RT @Upstart: $UPST Q4 and FY [----] results are inrecord revenue and rising demand across every lending product. Highlights below ๐ https://"
X Link 2026-02-10T21:18Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST loans on the balance sheet fell 20% QoQ with R&D loans falling 25.7% ๐ฅ #fundingsecured"
X Link 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @HenryInvests: Paul Gu to become Upstart $UPST CEO May 1"
X Link 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @parthpat87: $UPST $150 by mid 2027"
X Link 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @dsteinberg10000: LG ๐๐๐"
X Link 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST launched voice LLMs for when manual verification calls are required - can you say agentic AI ๐"
X Link 2026-02-10T21:57Z [----] followers, [--] engagements
"RT @goddreng10: So like i basically said and argued with all of you $UPST can reduce loans on their BS without making press releases :))"
X Link 2026-02-10T21:58Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST expects the trend of falling R&D loans on the balance sheet to continue โก"
X Link 2026-02-10T22:05Z [----] followers, [--] engagements
"RT @macro_guru: $UPST just delivered [--] growth in auto + home loan originations. This isnt just personal loans anymore"
X Link 2026-02-10T22:06Z [----] followers, [--] engagements
"RT @earnings_guy: $UPST (Upstart) #earnings are out:"
X Link 2026-02-10T22:08Z [----] followers, [--] engagements
"RT @Mindset4Money_X: $UPST ๐"
X Link 2026-02-10T22:10Z [----] followers, [--] engagements
"RT @HenryInvests: My thoughts on the $UPST balance sheet prior to earnings: They delivered"
X Link 2026-02-10T22:17Z [----] followers, [--] engagements
"RT @CaptTweetz: $UPST New UPSTART CFO Andrea Blankmeyer worked for $SOFI as VP Finance in the past Truly a evolution in the new leadership"
X Link 2026-02-10T22:24Z [----] followers, [--] engagements
"$DASH Q1 [----] quarterly earnings going to be fire and we haven't even seen Q4 2025's yet Q4 release coming at you on 2/18 after hours yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73% yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73%"
X Link 2026-02-10T22:40Z [----] followers, [---] engagements
"$DASH ๐ new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30% new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30%"
X Link 2026-02-10T22:41Z [----] followers, [---] engagements
"RT @HenryInvests: How hard is it for the market to understand that $UPST new products are dilutive to aggregate contribution margin but acc"
X Link 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @HenryInvests: @davegirouard unreal quarter congratulations and thank you"
X Link 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @bradsferguson: ๐คฉWowie This $UPST news is literally EVERYTHING we were hoping for. #thosewhostay"
X Link 2026-02-10T23:02Z [----] followers, [--] engagements
"RT @patrickbetdavid: Hands down the funniest Super Bowl commercial"
X Link 2026-02-10T23:03Z [----] followers, [---] engagements
"RT @BeardoTrader: Traders will keep trying to time the $HOOD bottom while $BULL pumps 50% plus"
X Link 2026-02-11T15:19Z [----] followers, [--] engagements
"$LMND reached -40% intraday from its highs today. This comes amidst the company publicly hyping autonomous/FSD insurance on 1/21 followed immediately by CEO Daniel Schreiber selling 5% of his personal stake in the two trading days after. Regardless of its labeled 10b5-1 executives pre-schedule these exits and know the dates of the sales well in advance. Shai controlled the timing of public communications while Dan had pre-scheduled knowledge of his own exit. Both knew the order of events in advance. While we cannot prove the sale was coordinated you cannot deny it is highly suspicious. Who is"
X Link 2026-02-12T22:01Z [----] followers, [----] engagements
"@SubuTrade So this is showing us the bottom Each of those omens are relatively close to the bottoms lol"
X Link 2026-02-12T22:09Z [----] followers, [----] engagements
"@davey_juice Why is $CRDO the best play in the entire market. Make me proud of you while drunk"
X Link 2026-02-13T01:23Z [----] followers, [---] engagements
"The net combined ratio for this period included a one-time non-cash warrant expense due to Carvana not exercising them before they expired that inflated the CR to 102.1% but we will not see that again. If I'm not mistaken the adjusted CR would be 97% otherwise. They are in fact making a profit and if it were not for this one time event would have been profitable for a fifth straight quarter. $ROOT is also FCF positive"
X Link 2026-02-13T04:02Z [----] followers, [---] engagements
"@wall_st_regard Like I said I think its pretty close but its non-standard. Its more simple. LMND's NCR would likely be closer to maybe 120% I'm guessing. Using ChatGPT it was saying 115% even but that too was an estimate"
X Link 2026-02-13T15:26Z [----] followers, [--] engagements
"@Investinc_Intel I sold out of my $HIMS last year for a large gain I now have a similar play on $ZETA for this year. ๐๐"
X Link 2026-02-13T18:22Z [----] followers, [---] engagements
"@fernet365 @Investinc_Intel No of course not ROOT is still my number one holding ZETA is just a comparable size to my original HIMS position (invested about $25k then on HIMS now investing $30k in ZETA)"
X Link 2026-02-13T19:04Z [----] followers, [--] engagements
"@CernunnosCap @RootInsurance Nice you go through the full test drive yet"
X Link 2026-02-13T19:45Z [----] followers, [---] engagements
"@CernunnosCap @RootInsurance Should be the opposite they prefer full coverage a bare minimum customer would be more risky"
X Link 2026-02-13T20:52Z [----] followers, [--] engagements
"@5xCap @Investinc_Intel No I do. The $HIMS thesis broke down so unless something goes wrong with $ZETA's I don't have intention of letting it go"
X Link 2026-02-13T20:53Z [----] followers, [---] engagements
"@usamazafar88 @fernet365 @Investinc_Intel Nope not selling $CAVA either. ๐"
X Link 2026-02-14T01:48Z [----] followers, [--] engagements
"Quantitative easing is just an asset swap. it is not the cause of US debt. The Fed buys government debt from banks replacing it with reserves. No new spending enters the economy no GDP is directly created by QE. Taking that a step further the US National Debt while it is the government's red ink it is the private sector's black ink. You have wealth as an individual because the government is in "debt" (debt being in " " because its not really "debt" per se. Our government is the sole creator of the currency it is not owed to any other entity other than to itself)."
X Link 2026-02-15T00:05Z [----] followers, [---] engagements
"@FlinkyJones @MarketMovesMatt Not necessarily many of those companies are not public anymore not because they don't exist but because private equity has done massive M&As over the last two decades and taken them private. Public money is forced to circulate within what is remaining as publicly available"
X Link 2026-02-14T18:39Z [----] followers, [---] engagements
"@tickerade @WatcherGuru Printing money makes more debt doesn't reduce existing debt. A "donation" is effectively a tax which does reduce debt"
X Link 2026-02-15T15:09Z [----] followers, [--] engagements
"@CarioCapital @InvestifyDaily Lol. I mean I see so many people rag on $BULL for this reason but hold a double standard. Not just you I've seen dozens doing the same thing and even if it's a joke it really doesn't help"
X Link 2026-02-15T15:12Z [----] followers, [--] engagements
"@CarioCapital @InvestifyDaily Oh lol. Typically I avoid Chinese stocks. Not for political reasons but general underperformance but made an exception for $BULL since it's highly US based for it's operations and consistent global growth"
X Link 2026-02-15T15:15Z [----] followers, [--] engagements
"@InvestifyDaily It's always the case for any stock. No one wants to feel like their following or promoting a loser but will shout from the rooftops when they're winning. $BULL will be a huge winner in this space"
X Link 2026-02-15T15:17Z [----] followers, [---] engagements
"It has nothing to do with mandatory versus voluntary the underlying result is the same taxes fees fines and even donations are all mechanisms for deleting government-issued money from the private sector balance sheet and therefore a tax on the people. That money is being destroyed on receipt it is not finding its way into the hands of someone else who can better use that dollar. It is a pure waste. https://twitter.com/i/web/status/2023096424821649478 https://twitter.com/i/web/status/2023096424821649478"
X Link 2026-02-15T18:05Z [----] followers, [--] engagements
"With more dollars in the economy more people are able to save and people want an adequate return on their savings so they invest. We know that nominal interest rates are lower than the returns you can make on the market so excess dollars are invested. Today we know there is trillions of more dollars floating around than [--] years ago our national debt is now at $38T where it was only $5.7T back in [----]. With all the M&As over the last [--] years we now have a smaller pool of available public companies which people can invest in. Again for comparison about [----] companies during the Dot com period"
X Link 2026-02-14T21:41Z [----] followers, [--] engagements
"@Sean_invests $ROOT $TMDX $ZETA"
X Link 2026-02-15T22:31Z [----] followers, [---] engagements
"@sabrinaoptions @Investinc_Intel $ROOT is a tech company that also is an insurance carrier. Building tech solutions for insurance embedded right into partner's platforms Great one to add to the list"
X Link 2026-01-25T06:05Z [----] followers, [---] engagements
"Yes Exactly The stair step setups are very apparent here on $ROOT. I also completely agree with your assessment of the gap too many people want that price it will be bought up before then. The fact that we are struggling to push down like HIMS is doing makes me believe we are at a good level here. I know that tax loss harvesting period is coming to and end and we might see some increased volume as people reposition at better prices What excites me the most is the setup that might be happening right now as we approach this earnings next month. Q4 earnings in February of [----] made a small dip"
X Link 2026-01-25T17:48Z [----] followers, [---] engagements
"Reverse-split adjusted $ROOT is at all time high institutional ownership. ๐ช [--------] shares * [--] = [---------] prior to the reverse-split. That's about +83% owned today than in October [----] the peak of this chart. Something you wouldn't have known from the chart alone. ๐ซก Youre still early $ROOT https://t.co/YG9ZvhN0RQ Youre still early $ROOT https://t.co/YG9ZvhN0RQ"
X Link 2026-01-25T22:25Z [----] followers, [----] engagements
"@Investinc_Intel Based on this image reverse-split adjusted $ROOT is at all time high institutional ownership. [--------] shares * [--] = [---------] prior to the reverse-split. That's about +83% owned today than in October [----] the peak of this chart"
X Link 2026-01-25T22:27Z [----] followers, [---] engagements
"@CompoundAtlas @ClassicValueInv @The_PennyQueen @makingmoneynow1 @Amateur_Inv @StockResearchWk @TheLongInvest @investingwithac @TheRonnieVShow I appreciate the shoutout For $ROOT we got a great community with amazing members in there that provide a lot of also great information ๐ช Shoutout to @bjmtweets @RileyE645 @alikahil & @call_lee_free Feel free to join us to learn more https://x.com/i/communities/1928641151034429912 https://x.com/i/communities/1928641151034429912"
X Link 2026-01-26T03:50Z [----] followers, [---] engagements
"Back into another $CRDO CSP at the $120 strike expiring 2/27 collecting $840 this time. $CRDO might not get to $120 but that's okay. Made +49% in four days on my $CRDO CSP and still had [--] days left on the contract. Taking the win ๐ Still holding [--] shares from $72.08 or up +116% as of this post. ๐ช https://t.co/gwc6VAuQa1 $CRDO might not get to $120 but that's okay. Made +49% in four days on my $CRDO CSP and still had [--] days left on the contract. Taking the win ๐ Still holding [--] shares from $72.08 or up +116% as of this post. ๐ช https://t.co/gwc6VAuQa1"
X Link 2026-01-26T20:41Z [----] followers, [----] engagements
"15 more shares of $ROOT at $68.00 now [----] shares total at an avg of $93.52 ๐ Because it is already my largest position I will be adding in smaller increments than previous buys by rolling profits into $ROOT from other wins as long as it stays down here. IMO $ROOT is too good not to accumulate at these prices ๐ https://twitter.com/i/web/status/2016161411370745991 https://twitter.com/i/web/status/2016161411370745991"
X Link 2026-01-27T14:48Z [----] followers, [----] engagements
"A spike in CDS is normally bearish when it is just beginning but when it appears to be peaking it can become one of the strongest contrarian signals for a stock. In $ORCL's case the share price has already corrected meaningfully as the market repriced risk tied to higher leverage and debt costs which is exactly what pushed the CDS rates higher in the first place. Because the CDS rates have already risen so aggressively if credit conditions stabilize the next move is not higher risk but a repricing of that risk lower. This should support a higher $ORCL share price. gulp https://t.co/NmRNvPhQKk"
X Link 2026-01-27T23:22Z [----] followers, [----] engagements
"@MarketMatrixs I can only agree with $ZETA in this list"
X Link 2026-01-28T14:31Z [----] followers, [---] engagements
"@Arne19288930 @duedillengence The first sell was only [---] shares. It created a sweep that had sell orders chase it down to fill the hole created and someone immediately bought up all those shares that chased in that zone. Someone appears to have taken out a good chunk of weaker hands on $ROOT. ๐ฅ๐ฅ๐ฅ"
X Link 2026-01-28T15:13Z [----] followers, [---] engagements
"@WealthwLars $LMND first insurance company to operate globally You might want to check your facts. $AIG $TRV and about a dozen other companies operate globally. $LMND investors once again trying to mislead people or not doing enough DD on their own"
X Link 2026-01-29T13:54Z [----] followers, [---] engagements
"@JM_Investment0 $FOUR $ZETA and $ROOT are the three I'm $ROOT-ing for ๐"
X Link 2026-01-29T20:17Z [----] followers, [---] engagements
"$ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their technology. Even if accidents become extremely rare because of AV $ROOT can see which algorithms outperform others. Safer AVs get cheaper insurance riskier AVs will pay more. By pricing this way $ROOT even shape consumer buying behavior. People naturally gravitate toward safer cars because they cost less to insure creating a"
X Link 2026-01-29T22:03Z [----] followers, [---] engagements
"@AlphaMoat We've been in a relationship with Toyota since [----] and a preferred partner as of June of [----] where leads are specifically directed to ROOT. Doesn't seem like it has been any more than that I think they would have announced something like they did with Hyundai otherwise"
X Link 2026-01-30T02:26Z [----] followers, [---] engagements
"It sounds exactly like how Alex Timm described a possible $ROOT product to be during the recent fireside chat see attached. This could include something like you described it could also include other services in addition to the insurance since that is typically what the "+" has represented historically in product creation. https://twitter.com/i/web/status/2017245833385918610 https://twitter.com/i/web/status/2017245833385918610"
X Link 2026-01-30T14:37Z [----] followers, [---] engagements
"@Arne19288930 Right now $ROOT appears to have exclusivity with Hyundai's finance arm. If you go to Hyundai/Kia/Genesis websites and look for insurance only $ROOT appears no one else"
X Link 2026-01-30T14:40Z [----] followers, [----] engagements
"@Arne19288930 Most things $ROOT are under the radar. I hope that changes soon they are a great name great team growing incredibly well. Definitely too cheap"
X Link 2026-01-30T14:41Z [----] followers, [---] engagements
"@Arne19288930 $ROOT has been offered on Hyundai's financing websites since the day of the announcement on April 2nd [----]. This appears to just be one component of the relationship. We do not know if its offered while buying a car but we expect that to come. https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://t.co/eXj43Avw5C https://t.co/3RvrrTDNmT https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB"
X Link 2026-01-30T16:18Z [----] followers, [---] engagements
"@Arne19288930 We further found out in December that $ROOT was sending Hyundai customers direct mailers offering $ROOT (see URL path in the attached image)"
X Link 2026-01-30T16:19Z [----] followers, [---] engagements
"@Arne19288930 We then heard CEO Alex Timm of $ROOT talk about the relationship to Hyundai and what we might imagine to be a future product between the companies which likely points to the Hyundai Secure+ program in my original post above since the "+" implies multiple products in this offer"
X Link 2026-01-30T16:20Z [----] followers, [---] engagements
"@jakebrowatzke Pretty big news for $ROOT recently this Hyundai Secure+ offering is likely $ROOT's white label product https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling"
X Link 2026-01-30T18:19Z [----] followers, [---] engagements
"@PaperBozz Everyone: "Don't invest in $BULL because of China China China" Also everyone: "Have a large allocation in $BABA $JD $BIDU""
X Link 2026-01-30T20:07Z [----] followers, [---] engagements
"@Mindset4Money_X You know I love the $ROOT add ๐"
X Link 2026-01-30T21:15Z [----] followers, [---] engagements
"Sren Petsch Senior Director of Procurement at $ROOT was featured on Issue #68 of @CPOstrategy about $ROOT's partnership. By leveraging AI Sren has effectively reduced procurement costs & increased efficiency inside of $ROOT. Full article link in the comments (pgs 10-24)๐ฅ Meet Sren Petsch Senior Director of Procurement at $ROOT and a key driver behind the company's AI-driven efficiency. ๐ Sren has been at $ROOT for just over a year and was recently been promoted to Senior Director just last month. Why Because he's rewriting how $ROOT https://t.co/KmiEftlVdT Meet Sren Petsch Senior Director"
X Link 2026-01-31T04:23Z [----] followers, [----] engagements
"@TheStocksKing Going to have to lean $AMZN this time :P"
X Link 2026-01-31T19:42Z [----] followers, [---] engagements
"If they can demonstrate acceleration in their growth again this year which I think is very possible with the introduction of some of their newest partners and expansion into IA and if they can achieve roughly 35% YoY growth by Q4 [----] just under a 2.5x PS multiple would put them at the $5B mark. I think that is pretty darn cheap for what we are seeing. For those paying attention there is lots of activity going on underneath. Just in the recent fireside chat Alex hinted at a possible product with Hyundai and just the other day we got word of the Hyundai Secure+ trademark coming into play that"
X Link 2026-02-01T03:44Z [----] followers, [--] engagements
"@khangstrades @Investinc_Intel @Raptor_Capital @Real_Money_Blog @MidlClassMoney @TheBrilliantBu1 @KMink_24 @themojomindset @JerBearRN @BruceOnWealth $ZETA is a great pick. One of my top holdings :)"
X Link 2026-02-03T01:10Z [----] followers, [---] engagements
"$CRDO just launched its new Blue Heron retimer targeting the fast-growing AI scale-up networking market. This product is designed to help data centers connect GPUs and switches more efficiently enabling larger more flexible AI clusters - a key bottleneck in AI infrastructure today. $CRDO's Blue Heron is built on advanced 3nm tech is already sampling and is expected to reach production in Q3 [----]. $CRDO estimates the AI scale-up networking market could exceed $40B by [----] positioning $CRDO's new Blue Heron for meaningful long-term growth ๐ Major hyperscaler partners such as $MSFT $AMZN and"
X Link 2026-02-03T17:03Z [----] followers, [----] engagements
"@moninvestor I don't think I'll be returning to $HIMS ever regardless of price"
X Link 2026-02-06T13:03Z [----] followers, [---] engagements
"@j_lameiro35 Definitely a big benefactor of higher capex spending by all these big names Have you checked out $CRDO as well"
X Link 2026-02-06T17:29Z [----] followers, [---] engagements
"@Muzzlebuster I'm on Robinhood primarily unfortunately can't look very far into international names ๐"
X Link 2026-02-06T17:35Z [----] followers, [--] engagements
"@MagnusSigurdss @grok $ALLY financial the largest auto loan originator in the country"
X Link 2025-11-01T13:26Z [----] followers, [--] engagements
"$TMDX Community we have a community discord where we welcome others to come join us and discuss https://discord.gg/t9nq4DZpu7 https://discord.gg/t9nq4DZpu7"
X Link 2025-03-03T17:13Z [----] followers, [----] engagements
"@Truthacabra33 @jubileemedia These kids are missing half their arguments. Social Security could never run out it is 100% a policy choice if it does. These kids have been misled into thinking they won't have a retirement"
X Link 2025-03-10T18:38Z [----] followers, [----] engagements
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