@KyleReedTrader Avatar @KyleReedTrader Kyle Reed

Kyle Reed posts on X about $tmdx, in the, $app, ceo 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 42.65% finance 31.62% cryptocurrencies 14.71% technology brands 10.29% social networks 7.35% financial services 3.68% exchanges 2.94% countries 1.47%

Social topic influence $tmdx #69, in the 12.5%, $app 8.82%, ceo 8.09%, growth 8.09%, $rddt #230, $nbis 6.62%, business 6.62%, market 6.62%, beat 6.62%

Top accounts mentioned or mentioned by @mathlonning @mikealfred @mikimmykim @investincintel @randrewcworth @tjthewheeldeal @jack @amaymd @drpatrick @jayapted @qcapital2020 @ckcapitalxx @saylordocs @adambliv @alicemiax @jonahlupton @bourboncap @bidmctransplant @bidmchealth @harvard

Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) AppLovin Corporation (APP) Reddit, Inc. (RDDT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) 4 (FOUR) ZetaChain (ZETA) Iris Energy Limited (IREN) Aspen Aerogels, Inc. (ASPN) Block, Inc. (XYZ) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) NuCypher (NU) Microsoft Corp. (MSFT) ImmunityBio, Inc. Common Stock (IBRX) retard to retired (R/R) Peloton Interactive, Inc. Class A Common Stock (PTON) Strategy (MSTR) Hims & Hers Health, Inc. (HIMS) ARK Innovation ETF (ARKK) Snap, Inc. (SNAP)

Top Social Posts

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

"A few years ago @A_May_MD called $IBRX a scam. I am waiting to hear if he has updated his opinions. I would bet that he hasn't. Here's why: [--]. The spike protein is ubiquitous and is wrecking everyone's immune system. [--]. No one knows about this. [--]. @DrPatrick is a worldclass scientist/founder/operator. [--]. $IBRX Anktiva is going to be (exponentially) bigger than Ozempic. Extreme asymmetry. Here's why: [--]. The spike protein is ubiquitous and is wrecking everyone's immune system. [--]. No one knows about this. [--]. @DrPatrick is a worldclass scientist/founder/operator. [--]. $IBRX Anktiva is going to be"
X Link 2026-01-23T00:00Z [---] followers, 52.4K engagements

"Good opportunity to add to some core positions today. Bought some shares of $HROW $PGY $ZETA and $RDDT. Even bought back some of the $FOUR that I sold in December for a tax loss. Can hardly believe I'm buying it back cheaper than I sold it. I also sold some $50 puts for extra cash and a chance to buy it at crazy prices. https://twitter.com/i/web/status/2016984851069751343 https://twitter.com/i/web/status/2016984851069751343"
X Link 2026-01-29T21:20Z [---] followers, [---] engagements

"Am I crazy or did @mikealfred delete a tweet about buying 100k shares of $RR at $4.91"
X Link 2026-02-02T16:32Z [---] followers, [----] engagements

"I sold out of $HOOD between $105 and [---] on the way up (cost basis $32) because I thought the valuation was getting ahead of its financials. I missed a chunk of the overshoot as it eventually went into the $150s which was a crazy valuation. It's starting to look interesting again. No position yet but watching closely. I did sell some $70 puts for fun. Would be happy to get assigned there. https://twitter.com/i/web/status/2018393519233130935 https://twitter.com/i/web/status/2018393519233130935"
X Link 2026-02-02T18:38Z [---] followers, [---] engagements

"Whoever would have thought that $ULTY would be a safe haven.Nasdaq down over 2% SP down 1.2% and $ULTY down 0.33%"
X Link 2026-02-03T19:56Z [---] followers, [---] engagements

"$ULTY now green :) Whoever would have thought that $ULTY would be a safe haven.Nasdaq down over 2% SP down 1.2% and $ULTY down 0.33%. Whoever would have thought that $ULTY would be a safe haven.Nasdaq down over 2% SP down 1.2% and $ULTY down 0.33%"
X Link 2026-02-03T20:36Z [---] followers, [---] engagements

"No other way to put it except that today was terrible. $APP $IREN $NBIS are some of my biggest positions. It's days like this that make me want to shut off my computer and come back next year. Nothing changed in the long-term stories so I don't plan on any changes to the portfolio but I did make some small adds to these positions. https://twitter.com/i/web/status/2019184980748816649 https://twitter.com/i/web/status/2019184980748816649"
X Link 2026-02-04T23:03Z [---] followers, [---] engagements

"ON $PTON this mornings earnings release was mixed. Top line revenue declined but all other metrics were headed in the right direction. I added on the weakness just to maintain the position weighting which is still very small. The turnaround is slow going but it continues to march on. I continue to believe one good quarter could do wonders for the shares but there is clearly execution risk (thus the small size). As a Peloton rider since the Kickstarter days I want them to succeed. I mentioned in the original post that I have a [--] year timeline on this one so while the latest quarter was"
X Link 2026-02-05T15:37Z [---] followers, [---] engagements

"Added to my $RDDT position after a stellar Q4 and FY2025. The shares aren't getting the at the moment but when overall market sentiment turns they should outperform"
X Link 2026-02-05T21:37Z [---] followers, [---] engagements

"$RDDT had a very solid earnings report with a stellar Q4 and FY2025. Not only did they destroy estimates hey also raised guidance for Q1 [----]. They have been sold off relentlessly the past couple of weeks but they deserve to be much higher. I think if the market environment had been a little friendlier the the shares would be up 15-20% in the post market. https://twitter.com/i/web/status/2019526449980665967 https://twitter.com/i/web/status/2019526449980665967"
X Link 2026-02-05T21:40Z [---] followers, [---] engagements

"Agree with this take on $IREN. Their [----] numbers are wholly irrelevant. Hyperscalers are planning to spend hundreds of billions of dollars in capex. $IREN is poised capture enough of it to make the company's future very bright. Their bitcoin mining will soon be meaningless in the big picture. $IREN price action post earnings release is nasty. The market seems to be throwing a tantrum over [--] things: no new hyperscaler deals being announced and a big miss versus analysts EPS expectations. 1) No new hyperscaler deal announcements is disappointing but with the $IREN price action post earnings"
X Link 2026-02-05T22:46Z [---] followers, [----] engagements

"@JayApted @qcapital2020 Jack Dorsey should have stepped aside as CEO of $XYZ a long time ago. He is a visionary and a big-picture strategist and should give himself a role that plays to those strengths but he is a terrible CEO"
X Link 2026-02-07T16:51Z [---] followers, [--] engagements

"This is not mostly a $MSTY problem. It's a $MSTR problem. Im definitely not trying to bash these people because I got owned even worse But I havent heard anything about $MSTY for months. Wasnt that long ago that everyone was pouring $ into it Down 82% this past year. 😪 The transition from a Bull to a Bear is just Brutal. Im definitely not trying to bash these people because I got owned even worse But I havent heard anything about $MSTY for months. Wasnt that long ago that everyone was pouring $ into it Down 82% this past year. 😪 The transition from a Bull to a Bear is just Brutal"
X Link 2026-02-08T04:59Z [---] followers, [---] engagements

"I'm very transparent. If you look in my history you'll see I rode $HIMS up twice selling each time in the mid 60s. My current position with an avg cost of $37 is currently sucking. Sold half at $25 so it's 2% weight now and I'm waiting to gather more info to decide what to do. So apparently everyone sold $HIMS at $60 and Albert Einstein is their uncle. At least re-tweet the post when you sold. To be expected though congratulations to the short term thinkers who got lucky. As for me I'm not looking for a 4x I'm looking for 100x- as always. And So apparently everyone sold $HIMS at $60 and"
X Link 2026-02-08T18:08Z [---] followers, [---] engagements

"@CKCapitalxx I wonder why Anduril doesn't just buy Kraken"
X Link 2026-02-09T02:53Z [---] followers, [---] engagements

"Seems like $PGY just can't win in this market. A few years ago when they prioritized growth at all costs they got punished for big losses in the economic downturn. Now when they are being more prudent and sacrificing growth for profits and safety they get hammered for missing the top line growth estimates. https://twitter.com/i/web/status/2020880659665809520 https://twitter.com/i/web/status/2020880659665809520"
X Link 2026-02-09T15:21Z [---] followers, [---] engagements

"@Mikimmykim I'm in both. With this morning's add my $PGY position is slightly bigger than $SOFI"
X Link 2026-02-09T17:48Z [---] followers, [---] engagements

"Cathie Wood has gotten very rich losing people's money. Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a"
X Link 2026-02-10T15:47Z [---] followers, [---] engagements

"@saylordocs Traders can borrow whatever they need at 4% selling SPX box spreads but doing it to buy bitcoin Not sure that's smart"
X Link 2026-02-10T23:35Z [---] followers, [----] engagements

"@AdamBLiv This one is simple. You either believe BTC is going higher or you don't"
X Link 2026-02-11T00:53Z [---] followers, [---] engagements

"@mathlonning @Investinc_Intel Have you modeled what their revs and net income look like at [-----] transplants You wouldn't even need multiple expansion to get a triple on the stock"
X Link 2026-02-11T01:01Z [---] followers, [--] engagements

"@randrewcworth Still a 6% premium to the enterprise value though. Bottom line is that it is a binary bet on bitcoin. If bitcoin goes back up ASST goes back up. If BTC goes down so does ASST"
X Link 2026-02-11T01:37Z [---] followers, [--] engagements

"Mostly taking the day off today to do some volunteer work. I encourage everyone to find a local organization that resonates with you and donate some of your time. It will be incredibly rewarding to you. I'll be back to digest the $APP earnings after the market"
X Link 2026-02-11T14:58Z [---] followers, [---] engagements

"I hedged a portion of my $NBIS position ahead of earnings tomorrow morning. It's not something I normally do for long-term holds but this market has been punishing companies even for great reports and the AI/data center sector in particular is seeing violent reactions to misses great than expected cap-ex or failures to announce new deals. It's prudent to de-risk the position under these circumstances. https://twitter.com/i/web/status/2021686613848334695 https://twitter.com/i/web/status/2021686613848334695"
X Link 2026-02-11T20:43Z [---] followers, [---] engagements

"Would not at all be surprised if $APP finishes green tomorrow. Their business is firing on all cylinders"
X Link 2026-02-12T01:12Z [---] followers, [----] engagements

"@TJTheWheelDeal $APP $RDDT $ZETA"
X Link 2026-02-12T17:34Z [---] followers, [----] engagements

"@Alice_MiaX Maybe something consumer staples or industrials Having both s&p and nasdaq is basically doubling up on tech"
X Link 2026-02-12T23:16Z [---] followers, [---] engagements

"They have said that they have sold out of their capacity each quarter and that demand is far exceeding supply for the foreseeable future. They have also indicated that the pricing (revenue generation) of the older GPUs is holding up well (as it transfers from training to inference). https://twitter.com/i/web/status/2022148737645133879 https://twitter.com/i/web/status/2022148737645133879"
X Link 2026-02-13T03:20Z [---] followers, [--] engagements

"As good a day as Today has been I am still annoyed that $RDDT is down. They should be up 15-20% on a day like today after that phenomenal earnings report"
X Link 2026-02-06T18:32Z [---] followers, [----] engagements

"@JonahLupton Crazy that $RDDT was red today. Should have been up 15-20%"
X Link 2026-02-07T01:23Z [---] followers, [---] engagements

"@Investinc_Intel $TMDX for me"
X Link 2026-02-10T23:10Z [---] followers, [---] engagements

"Sold out of $SNAP and $SATL completely to add to higher conviction plays that have pulled back. Split the proceeds between $RDDT $APP $PGY and $ZETA. Normally would have added to $TMDX also but the position is already overweight"
X Link 2026-02-13T17:44Z [---] followers, [---] engagements

"@TJTheWheelDeal He doesn't own it personally. He sponsors real estate partnerships that raise capital from investors to buy apartment complexes. He invests the cash flow from the real estate into Bitcoin on behalf of the partnership"
X Link 2026-02-14T22:44Z [---] followers, [---] engagements

"Revenue is not close to the whole story for $NBIS. Not when they are guiding $16-20B in CapEx for [----] alone. I'm very bullish on the company but ending the analysis at the top line growth is missing a lot of the story. Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09 Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09"
X Link 2026-02-14T16:56Z [---] followers, [---] engagements

"If Bitcoin went to $1 would you even want to buy it all Wouldn't that mean there was something fatally wrong with the premise of the asset How is it possible that it goes to $1 but is still "the future of money" or "digital gold." At $1 isn't it basically a failed experiment https://twitter.com/i/web/status/2023115413719019560 https://twitter.com/i/web/status/2023115413719019560"
X Link 2026-02-15T19:21Z [---] followers, [---] engagements

"2 million BTC were also sold during that time. Im still waiting for someone to explain to me how over [--] million Bitcoin were purchased by ETFs and treasury companies over the last few years and we are still below $69000. Im still waiting for someone to explain to me how over [--] million Bitcoin were purchased by ETFs and treasury companies over the last few years and we are still below $69000"
X Link 2026-02-16T17:32Z [---] followers, [--] engagements

"$TMDX closing at the highs and recovering most of the the mornings sell-off is encouraging. That short report was nonsense. I'll be watching the CEO present to the JP Morgan Healthcare Conference on Monday - hope he confirms/raises Q4 or [----] estimates"
X Link 2025-01-10T21:15Z [---] followers, [----] engagements

"Always annoying when a crappy market mutes the gains from an incredible earnings report like $TMDX or $RDDT. Just have to have confidence that ultimately the shares will go where they are supposed to go"
X Link 2025-08-01T12:47Z [---] followers, [---] engagements

"$FOUR posted decent if not great earnings this morning and basically confirmed guidance. Was cheap before the release and I think a 15% drop is way too much. Adding here. The problem is that $FOUR always seems to be cheap. They don't get much love. But in the mid 80s it is a compelling buy"
X Link 2025-08-05T13:49Z [---] followers, [----] engagements

"Just took a quick glance but $SOC definitely seems like it is worth looking into. Valuation seems inexpensive and the business looks to be improving. Will dig deeper. No position at the moment. Li Lu the only person Charlie Munger willing to trust his money with has a 30mil position on $SOC. https://t.co/T9MUtSgTnS Li Lu the only person Charlie Munger willing to trust his money with has a 30mil position on $SOC. https://t.co/T9MUtSgTnS"
X Link 2025-09-27T21:02Z [---] followers, [----] engagements

"Contrarian strength in $TMDX the past couple of days has been nice to see. Perhaps people are realizing that Q3 sentiment was overly bearish. All data available so far (flight data transplant data management commentaryetc) suggests Q3 will meet expectations at a minimum. I think they will post a small beat on revs and a solid beat on net income"
X Link 2025-10-17T16:12Z [---] followers, [----] engagements

"Who is ready for $TMDX earnings tomorrow I put on small hedge that covers about 20% of my position - just enough to take the sting out if shares sell off on the release - but I am expecting a small beat on revs and a solid beat on earnings. Hoping for a raise on full year guidance as well to 40% YoY growth"
X Link 2025-10-28T20:51Z [---] followers, [----] engagements

"$TMDX Net income margins were almost 17% - blowing away estimates and a huge 400% improvement YoY"
X Link 2025-10-29T20:38Z [---] followers, [----] engagements

"$TMDX already up 12% from the post market lows"
X Link 2025-10-29T20:44Z [---] followers, [----] engagements

"$PGY down 46% from its September ATH. Looking extremely cheap for the growth they've been posting. They report Monday. I took my position from 2% to 3%"
X Link 2025-11-06T15:28Z [---] followers, [----] engagements

"@mikealfred If some anonymous "they" can move the price of Bitcoin at will doesn't that pretty much negate it's main premise as a decentralized asset free from manipulation or control"
X Link 2026-02-16T17:36Z [---] followers, [---] engagements

"Needham initiated coverage of $SMCI with a buy rating and target of $600. The fact that they didn't wait for the 10K to be filed tells me they probably spoke to management and aren't worried about the 10K showing material restatements. Speculation but it makes sense to me. I hope $SMCI files its 10K soon. The delay is really putting a lid on the shares. I'm not selling because the latest info is that the CEO said they don't expect any material changes to [----] numbers but the market wants certainty. I hope $SMCI files its 10K soon. The delay is really putting a lid on the shares. I'm not"
X Link 2024-09-18T14:09Z [---] followers, [----] engagements

"$TDW is stupid cheap here. 9.2X NTM EPS while analysts expect EPS to triple by [----]. It's a smaller position in my core portfolio (around 3.5%) but there is a good chance it gets bigger. I'd be happy to take it to 5% at these levels"
X Link 2024-10-20T18:09Z [---] followers, [----] engagements

"$ASPN hopefully bottomed with the announced stock offering. The growth story hasn't changed. Triple digit EPS growth expected for the next 2-3 years. Honestly $20 makes zero sense for this stock. Should be $30+. Aggressively adding down here"
X Link 2024-10-23T00:48Z [---] followers, [----] engagements

"Most short reports end up being wrong but this new one on $TMDX is beyond ludicrous. It's hard to believe anyone is selling their shares. But I'm happy to buy them"
X Link 2025-01-10T14:21Z [---] followers, 19.7K engagements

"If you're selling $TMDX on this garbage short report you really need to look in the mirror and ask yourself if you're cut out for investing"
X Link 2025-01-10T14:49Z [---] followers, 12K engagements

"Don't forget that Walid is presenting for $TMDX at the JP Morgan Healthcare conference on Monday. Wouldn't want to be short going into that event"
X Link 2025-01-10T17:22Z [---] followers, [----] engagements

"@BourbonCap Grabbed some $TMDX at [--] and [--] today. Anyone who understands the company knows the short report was BS. Looking forward to the CEO presenting at the JP Morgan healthcare conference on Monday. Hopefully he will comment on Q4 earnings and/or [----] estimates"
X Link 2025-01-10T20:37Z [---] followers, [---] engagements

"If you understand $TMDX and their business then Scorpion Capital gave you a gift today. Don't get annoyed. Get long. It's a phenomenal time to add to a position or start a new one"
X Link 2025-01-11T00:53Z [---] followers, [----] engagements

"The presentation went very well and $TMDX is up after hours. The CEO hinted at a Q4 revenue beat. Wouldn't surprise me at all. I still think $TMDX finishes [----] in the $125-140 range. Don't forget that Walid is presenting for $TMDX at the JP Morgan Healthcare conference on Monday. Wouldn't want to be short going into that event. https://t.co/D0nQiRQ03i Don't forget that Walid is presenting for $TMDX at the JP Morgan Healthcare conference on Monday. Wouldn't want to be short going into that event. https://t.co/D0nQiRQ03i"
X Link 2025-01-14T01:52Z [---] followers, [----] engagements

"$TMDX closing at the highs and 12% gain from yesterday's lows is nice to see. If you're a long-term investor the chance to buy down here has been a gift. This is still my 3rd largest position and I'm looking for 125-140 by the end of the year absent some macro economic issues"
X Link 2025-01-22T21:12Z [---] followers, [----] engagements

"One day $TMDX will be able to strong [--] green days together. Patiently waiting"
X Link 2025-01-23T15:57Z [---] followers, [---] engagements

"$TMDX closing in the green and 7% up form the day's low is encouraging price action. It's very possible the bottom is in"
X Link 2025-01-23T21:11Z [---] followers, [---] engagements

"$TMDX has filled the gap from the short report and is up 28% from the lows. Flight data continues to look very strong. Looking forward to their earnings report in a couple weeks"
X Link 2025-02-04T22:03Z [---] followers, [----] engagements

"$ASPN down 34% AH on weak Q1 guidance and plans to stop building the second factory in Georgia. Disappointing release for sure but this seems like an overreaction"
X Link 2025-02-12T21:56Z [---] followers, [----] engagements

"I'm obviously annoyed with $ASPN. Not going to make any rash decisions. I want to hear the call tomorrow morning to know if they see demand weakening or if this is just an inventory problem. Then I'll know what to do"
X Link 2025-02-12T22:39Z [---] followers, [----] engagements

"Listening to the $ASPN call. They believe the Q1/25 issue is inventory related not demand related. That's good news. Also said they remain GM's sole-source supplier. That's great news. I'll be running some numbers today but nothing on the call makes me want to sell right away"
X Link 2025-02-13T14:06Z [---] followers, [----] engagements

"I wish @Jack Dorsey would do the right thing for shareholders and step aside at $XYZ. The company needs a competent capable CEO. Dorsey would be much better suited in the CHairman's role"
X Link 2025-02-25T16:06Z [---] followers, [----] engagements

"The $TMDX earnings report was excellent. I'm actually the shares aren't higher in after-hours trading but I think we will see them move up over the next few weeks. Huge short interest and no real reason to be short anymore. $TMDX JUST REPORTED EARNINGS *Q4 REVENUE $ 121.6M EST. $109.49M (BEAT ✅) 🚀 *FY24 REVENUE 441.5$ M EST $430M(BEAT ✅) 🚀 *Q4 EPS 0.19$ EST. $0.15(BEAT ✅)🚀 *FY25 GUIDANCE REVENUE $530 to $552M EST. $520M (BEAT ✅)🚀 https://t.co/RuNtEZqqgz $TMDX JUST REPORTED EARNINGS *Q4 REVENUE $ 121.6M EST. $109.49M (BEAT ✅) 🚀 *FY24 REVENUE 441.5$ M EST $430M(BEAT ✅) 🚀 *Q4 EPS 0.19$"
X Link 2025-02-28T03:09Z [---] followers, [----] engagements

"Markets never stop surprising me. Still it is baffling to me who is selling $TMDX down here especially after the earnings report and continued strong flight data. My timeframe is years so I'm happy to wait and let the story play out"
X Link 2025-03-06T16:06Z [---] followers, [----] engagements

"Flight data points to a great quarter (beat and raise) but the market doesn't seem to care. $TMDX still hovering around $70. Guess the bulls ave to wait a couple more months. $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV"
X Link 2025-03-24T14:52Z [---] followers, [---] engagements

"When the market pays no attention to publicly available information it makes me wonder why. $TMDX should be much higher but it's not. The bears have the flight data and still aren't buying. What is out there that the bulls aren't seeing $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV"
X Link 2025-03-24T14:57Z [---] followers, [----] engagements

"Nice to see $TMDX go green in the last couple of minutes of the day - up almost 5% from the morning lows. The stock has been a stellar performer the past couple of weeks. Looking for $90-100 by the time they report Q1 earnings.and it that goes well we could see a huge move"
X Link 2025-04-15T20:00Z [---] followers, [----] engagements

"$XYZ looks cheap here but how can anyone trust @jack to lead this company to growth He's been a disaster of a CEO so far. Hard to buy while he's at the helm"
X Link 2025-05-05T14:49Z [---] followers, [---] engagements

"$TMDX is a great company. It's one thing to make money on their stock but it's even better when their success means lives are being saved. Happy Saturday at @BIDMCtransplant @BIDMChealth @Harvard Three liver transplants in one day all done during daytime hours thanks to machine perfusion a technology that keeps donor livers healthy and transplant-ready for longer. Just a few years ago the idea of having three https://t.co/L36TYeGTje Happy Saturday at @BIDMCtransplant @BIDMChealth @Harvard Three liver transplants in one day all done during daytime hours thanks to machine perfusion a technology"
X Link 2025-05-27T18:55Z [---] followers, [----] engagements

"Still hard to believe $TMDX was trading in the 50s not too long ago. Still undervalued based on the daily flight data. 2nd quarter should be another beat. New ATHs by the end of the year"
X Link 2025-05-31T14:19Z [---] followers, [---] engagements

"$XYZ is still cheap but it will always trade at a discount because Jack Dorsey has zero credibility as a CEO with the Street. If he stepped down and appointed a proper CEO to run the company the shares would see a 30% pop on the news. $XYZ has a likely bitcoin yield of $250M/year . but it's insignificant compared to operating income of $2B . should Block increase its Bitcoin purchases Currently Block is using 10% of bitcoin related gross profit to buy bitcoin . should this be 50%+ 🤔 Comment below 👇 $XYZ has a likely bitcoin yield of $250M/year . but it's insignificant compared to operating"
X Link 2025-07-16T14:29Z [---] followers, [----] engagements

"At this valuation I'd rather sell ATM covered calls. Sold [--] $HOOD $121 Covered Calls expiring 8/1 for $2752.86 total. Easy money. 🧠 Heres the breakdown: [--] The Setup Each call is backed by [---] shares so I used [----] shares as collateral. I collected $1.02 per contract locking in $2.7K in instant income. [--] The Bet Im https://t.co/c4l4CeRmDB Sold [--] $HOOD $121 Covered Calls expiring 8/1 for $2752.86 total. Easy money. 🧠 Heres the breakdown: [--] The Setup Each call is backed by [---] shares so I used [----] shares as collateral. I collected $1.02 per contract locking in $2.7K in instant income. [--] The"
X Link 2025-07-28T23:10Z [---] followers, [----] engagements

"I'm trying to get my engagement up. Should I post a $TMDX deep dive"
X Link 2025-07-30T00:28Z [---] followers, [----] engagements

"$TMDX is trading under 6x NTM sales. For the incredible growth its shown it should be trading closer to 8-10X sales. If they do 35% YoY rev growth this year they'll do $596MM in sales ( I think it will be closer to $615MM but let's be conservative.) At 9X sales their valuation would be $5.364 Billion. They have [-----] million shares outstanding so that would suggest a price of $158 per share. That where I'm looking for them to go in the next few months"
X Link 2025-07-30T02:16Z [---] followers, [----] engagements

"When $JNJ acquired Shockwave Medical they paid nearly 18x sales. $TMDX is trading under 6x. Not sure if they are looking to get bought out but a company like JNJ could pay a very nice premium"
X Link 2025-07-30T13:43Z [---] followers, [----] engagements

"Compare $TMDX to $PRCT. PRCT is growing a little faster but is still not profitable. They are trading at more than 8.5x sales. TMDX is growing revs 30-40% a year and is very profitable. They trade at less than 6x sales. Curious what it will take for TMDX to get rerated to a better sales multiple"
X Link 2025-07-30T15:10Z [---] followers, [----] engagements

"$ASPN back over $8. They report Aug [--]. I'll be looking to see if they have gotten the business back on track after a terrible Q1. I harvested a big tax loss on my position. Then I bought in the $4s but mostly sold those shares from $6 to $8. Now I have a small position and I'm waiting to see how the business is performing. A lot of it is out of their hands. They need their largest customer (GM) to work through EV inventory issues and start ordering from them again. EV sales have improved this year for GM but not sure if its enough to affect Q2 for ASPN. This is a case where I want to wait to"
X Link 2025-07-30T15:35Z [---] followers, [----] engagements

"It's hard to sell on the way up and watch the market keep grinding higher.but no one knows where the top will be. You gotta do what lets you sleep at night. I went from 160% long earlier this year to 78% long today. I have missed quite a few moves.but I'm following my plan and the portfolio is doing just fine. You want to make dollars. You don't have to make every dollar. Im now 55% cash Im now 55% cash"
X Link 2025-07-30T16:43Z [---] followers, [---] engagements

"$TMDX 157.4MM Rev $0.92 EPS. Raises Guidance to 585-605 - that's 35% YoY growth. Solid beat even if everyone here was thinking revs in the mid 160s"
X Link 2025-07-30T20:14Z [---] followers, [----] engagements

"$TMDX achieved net income margins of 22% vs the estimates of 11.5%. That's phenomenal. They more than doubled the street's EPS estimates"
X Link 2025-07-30T20:17Z [---] followers, [----] engagements

"Here's why $TMDX crushed the earnings estimates. Increased revs by 38% while keeping a lid on operating expenses (up 5%). That's insane"
X Link 2025-07-30T20:20Z [---] followers, 11.2K engagements

"Bought a little more $TMDX at [---] on the report. It's now a 29.75% position. By far the largest in my portfolio"
X Link 2025-07-30T20:21Z [---] followers, [----] engagements

"Not much to dislike in the $TMDX report. Going to listen to the call but they are firing on all cylinders. Was expecting 165MM revs vs their 157.4MM but predicting them is always an imprecise endeavor because we are extrapolating from a limited set of flight and transplant data. But I don't know anyone (me included) who was thinking they'd hit $0.92 EPS. I was looking for $0.63 vs the [--] cent street estimates. Shares up 8% on the news. I think it will go higher tomorrow"
X Link 2025-07-30T20:24Z [---] followers, [----] engagements

"Good night all. Congrats to the $TMDX holders. Good tings are ahead"
X Link 2025-07-30T21:30Z [---] followers, [---] engagements

"$TMDX ran into the 140s on the strength of the Q1 report. This Q2 report is even better. Things are looking very good"
X Link 2025-07-30T21:45Z [---] followers, [----] engagements

"I just looked at the street estimates for $TMDX. Analysts were looking for $1.79 EPS for full year [----]. In the first [--] quarters TMDX has already done $1.62"
X Link 2025-07-30T23:54Z [---] followers, [----] engagements

"Interesting comment by Waleed on the $TMDX call yesterday. He was explaining that the flight trackers we all use are not accurate because not every transplant involves flights. They do a significant amount of ground transportation as well. I think the flight trackers still provide a useful broad look at the business but we can't expect to be 100% accurate on revs"
X Link 2025-07-31T11:55Z [---] followers, [----] engagements

"For the record I sold not a single share of $TMDX today. The earnings report and call just confirmed my bullishness. I'll always trade around a position especially one like TMDX that moves around so much but I'm not starting to trim probably until the 140-150 range"
X Link 2025-07-31T19:48Z [---] followers, [---] engagements

"Looking out a couple years I would say $UNH is undervalued but their EBITDA is shrinking right now and there is no clarity as to exactly when they get back on track. Couple that whith seasonal weakness in the overall market for August and September and I'd rather wait and put my cash in more immediate opportunities than jump in and hope that they get things turned around. $UNH The price action on United Healthcare is very alarming. I have never seen anything like it and Ive been through the internet dot com bubble the Great Financial crisis COVID pandemic. Stock crashes are nothing new -"
X Link 2025-08-02T18:30Z [---] followers, [----] engagements

"@mortgagetruth Rates going to zero Seriously I know of no serious person who believes that will happen"
X Link 2025-08-04T19:03Z [---] followers, [----] engagements

"OK. $APP is my biggest position that is reporting today. Looking for good news"
X Link 2025-08-06T20:04Z [---] followers, [----] engagements

"@youngphilo91 The quarter was good news. I'll bet $APP is green tomorrow. Meanwhile got to add some at $337"
X Link 2025-08-06T20:10Z [---] followers, [---] engagements

"$APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow"
X Link 2025-08-06T20:26Z [---] followers, [----] engagements

"Who bought the silly dip yesterday afterhours $APP $APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow. $APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow"
X Link 2025-08-07T13:11Z [---] followers, [----] engagements

"Also increased $PGY today to a 2% position. Hoping to add on any further weakness. I'd take it to [--] or 5% in the mid 20s. Earnings beat and guidance raise. Trading at less than 9X NTM EBITDA while estimates are for EBITDA growth in the 35-40% range over the next few years. That's a compelling opportunity for long term investors. The post earnings selloff is crazy"
X Link 2025-08-08T19:51Z [---] followers, [----] engagements

"$TMDX CEO Waleed Hassanein bought shares this week worth$1.9MM"
X Link 2025-08-09T00:55Z [---] followers, [----] engagements

"@oguzerkan I have a decent position (4%) but the problem with $NU is that it has been cheap forever. There is a risk premium attached for being based in Brazil that I think keeps the stock from trading at more appropriate multiples"
X Link 2025-08-19T00:10Z [---] followers, [----] engagements

"$APP will get into the SP500. It's a matter of when not if. And the stock will pop on the news. But ultimately it doesn't matter. The value of the shares will follow the trajectory of the business.and that only points one way right now"
X Link 2025-08-26T01:04Z [---] followers, [----] engagements

"@nataninvesting $HROW is one of my top picks right now. Valuation is hugely compelling and the opportunity for a 3-5X is very real"
X Link 2025-08-28T14:50Z [---] followers, [----] engagements

"If we could just get $TMDX to move a little today would be a phenomenal day"
X Link 2025-08-28T16:43Z [---] followers, [----] engagements

"$TMDX CEO bought $2 million in stock a couple weeks ago. He didn't do it because he's expecting a miss in Q3. Along with his very bullish comments at the recent conferences his purchase makes me very confident that Q3 won't be as bad as the market thinks an that the year overall will be stellar. Been steadily adding to my position on weakness. My biggest position by a large margin (with a time frame of several years)"
X Link 2025-09-09T13:02Z [---] followers, [----] engagements

"Increased my position in $NBIS by about 25% today. If we can get a healthy pullback I'd love to double the size of this position. The next few years are going to be huge for the company and it's hard to model the potential for the shares. I'm thinking a double or triple from here is a base case scenario. A 5-6X is not impossible. I'll be trying to run more numbers and see if I can get a model that works"
X Link 2025-09-09T20:10Z [---] followers, [---] engagements

"I believe this is true. There is chasing a stock and then there is revaluing a stock based on new information. The $MSFT contract is a game changer and makes $NBIS a completely different company than it was last week. If you're using the old valuation models then it would seem like you're chasing the shares up here. But if you toss the old models out and work through new ones you might find that the upside potential for $NBIS is even higher now than it was when the shares were in the 60s. (I increased my position (basis in the mid 20s) by 25% around $90 and will continuing adding if there are"
X Link 2025-09-12T01:02Z [---] followers, [----] engagements

"@MikeSchiemer @CurtPhilipczak @wliang @BTC_Chad54 @Dante_Riddick @growthstockpick @Stock_MaverickX @BeatTheBotz @JvaJit_CEO @adampatti @feneratorcom @cdntradegrljenn Thanks for the shoutout. Love helping people understand and beat the market"
X Link 2025-09-14T18:22Z [---] followers, [---] engagements

"$IREN just became my 10th 100% gainer of the year. Next likely candidate is $HROW"
X Link 2025-09-19T16:34Z [---] followers, [----] engagements

"$TMDX is looking to be a monster into the year end. September flights are already 10% above the Sep [----] level and there are still [--] days to go. Flights per day in September are also tracking above August. Combined with the CEO's comments that a significant portion of transplants are involving ground transportation we have the real possibility of a solid beat for Q3 earnings. A beat and a raise could send this stock to $150 in a hurry"
X Link 2025-09-22T20:45Z [---] followers, [----] engagements

"One of the hardest things to do when stocks are going higher every day is to maintain your discipline with respect to position sizes. You fight the urge to go "all in" on every position. I wish I had a lot more $NBIS $APLD $IREN and others.but I know what position sizing makes sense for my portfolio. We've seen how easily gains can disappear in speculative small cap names. There isn't a single stock that can do real damage to my portfolio. There's not even a sector that can put me out of the game. Remember the goal is to make some dollars not every dollar. Manage risk and the rest tends to"
X Link 2025-09-22T21:47Z [---] followers, [---] engagements

"Northland raises $NBIS price target from $77 to $206. https://www.tipranks.com/news/the-fly/nebius-target-raised-named-a-top-pick-at-northland-after-microsoft-deal-thefly https://www.tipranks.com/news/the-fly/nebius-target-raised-named-a-top-pick-at-northland-after-microsoft-deal-thefly"
X Link 2025-09-24T13:57Z [---] followers, [---] engagements

"@YodaStockInvest $NU should be on the list"
X Link 2025-09-27T21:03Z [---] followers, [---] engagements

"$FOUR is getting way too cheap. Trading at 4X [----] EBITDA while they are growing revs and EBITDA at 30%+ per year. Their debt has gone up but they have used it to make smart accretive acquisitions. I expect this one will be much higher in a couple of years. (I do have a long position)"
X Link 2025-09-30T18:36Z [---] followers, [----] engagements

"Did some small adds today. I want to see if this sell off turns into anything bigger before committing bigger amounts. But I picked up some $TMDX $FOUR $PGY $RKT $SOFI and $ZETA"
X Link 2025-09-30T18:45Z [---] followers, [---] engagements

"@MrMikeInvesting My biggest screw-up of the year was selling $AMD for a tax loss in April and then forgetting to re-enter"
X Link 2025-10-02T02:07Z [---] followers, [----] engagements

"The stock has been trading weakly because of concerns about slow Q3 flight data - but the data improved nicely in September and is still 37% higher than Q3 [----]. Add to that the CEO's comments that as much as 40% of the transplants are now using ground transportation and the slow start to Q3 flight data becomes less significant. If they beat and raise in Q3 which is a definite possibility then I think the stock goes straight to $150. I'll share the math in another post this coming week"
X Link 2025-10-05T00:27Z [---] followers, [----] engagements

"Did I really just buy $APP at $550 Hell yes"
X Link 2025-10-06T19:54Z [---] followers, [----] engagements

"Added to $HROW - increased the position by about 20%. The issue in California is ultimately going to be immaterial to the company's overall business"
X Link 2025-10-08T19:58Z [---] followers, [---] engagements

"Weekly chart of $FOUR - Every time it hits the trendline it tends to gain 100%+ over the next [--] months. Just sayin'"
X Link 2025-10-10T00:26Z [---] followers, [----] engagements

"Within the next 1-2 years I plan to step away from my screens. I'll still be in the market but I won't be trading and actively managing my portfolios full time on a minute to minute basis like I do now. I'm looking to move on to the next phase of my life but I'm not yet sure what I am going to do. Not ready to retire and do nothing but I don't yet know what the plan is. Maybe buy a business or two - as long as I'm not buying a job. Maybe get into real estate in some way. I am [--] and open to suggestions"
X Link 2025-10-12T17:39Z [---] followers, [----] engagements

"My take on $PYPL remains unchanged. The downside is likely limited but there is no reason to believe it will generate market beating returns going forward. It's a "risk [--] to make 1" bet but I like "risk [--] to make 5" bets"
X Link 2025-10-13T00:28Z [---] followers, [---] engagements

"I'm reminded of what Waleed said at the JP Morgan Healthcare COnference last month: "As far as tracking the tails (i.e. the aircraft flights) it's an interesting way for someone who doesn't have much to do but we are moving as more and more people getting comfortable with how long organs could stay in OCS we shifted ground transportation from 20% or lower to now approaching 40% of the total NOP missions. So yes it's a secondary measure but it doesn't tell the full story. Also we still have 20% of the aviation requirement done by third party. So again I'm not saying Q3 is not going to be"
X Link 2025-10-14T00:43Z [---] followers, [----] engagements

"@HighYieldHustle You don't have to reinvest the dividends back into $ULTY but you do need to reinvest them into something to maintain the overall NAV level of your account. It should increase your income as well"
X Link 2025-10-14T18:24Z [---] followers, [----] engagements

"As a professional full time investor/trader that lives off of what I make in the markets the best thing I did was create an income portfolio that pays my bills so that I can leave my growth portfolio alone to compound. There is no artificial pressure to sell holdings to raise cash or to make large withdrawals for living expenses. It's improved my results significantly. After all you can never have a ten bagger if you sell it as a [--] bagger. The best part is that the income portfolio usually throws off more than I need so I can reinvest the extra to either increase my income or add to my growth"
X Link 2025-10-14T19:04Z [---] followers, [----] engagements

"$TMDX was involved in [----] transplant cases last year. The CEO said he expects to hit [-----] cases by [----] just in the US and to double that number with cases in Europe. That's nearly $1.2 billion in revenue just from the US which puts their share price over $300 even if they don't improve their net income margins. I honestly don't care what the Q3 numbers are. If they miss and the shares drop I will buy more. This is a long-term story that is as bullish as it gets"
X Link 2025-10-15T02:22Z [---] followers, [----] engagements

"If $TMDX hits the street's revenue estimates for Q3 I suspect they will crush the earnings estimates. Currently the estimates call for a net income margin of 10%. NIM for Q1 and Q2 were 17.9% and 22%. NIM likely won't be as high for Q3 because that's when they do a lot of maintenance on the planes but I predict it will be closer to 13-15% which will give EPS of $0.61/sh at the midpoint vs $0.36 estimated - and that's if they only hit the revenue estimate (I think they will exceed it and be closer to $150MM in revs)"
X Link 2025-10-16T13:33Z [---] followers, [----] engagements

"Also bought back all the shares of $FOUR that I had sold over $100.plus a few more. Now a 7.5% position. The valuation is as cheap as it has ever been in a while and the company is set to become a FCF machine as they integrate their recent acquisitions. I don't know what this looks like at year end but I have a pretty good idea where it trades in 2-3 years"
X Link 2025-10-17T21:14Z [---] followers, [----] engagements

"My top [--] holdings.How do you think this portfolio will look in 3-4 years"
X Link 2025-10-22T21:56Z [---] followers, [---] engagements

"$TMDX earnings were solid. Very slight miss on Revs. Basically in line. Huge beat on earnings. They raised the midpoint of their full year guidance but not the upper range. I think that's the reason shares are selling off. It's a buying opportunity thought because there is a good chance they beat in Q4 and FY2026 should be a great year for them"
X Link 2025-10-29T20:14Z [---] followers, [----] engagements

"Full year estimates for $TMDX are for $2.33 in earnings per share. After Q3 they are at $2.28. Zero reason to sell on today's report"
X Link 2025-10-29T20:17Z [---] followers, [----] engagements

"Waleed just said international markets will be a major growth driver for $TMDX in the future. Establishing [--] hubs in Italy as the first international NOP network (launching H1 2026). Sees a significant business opportunity by replicating their transplant logistics network in the EU. Could begin adding revenue in late [----] and becoming bigger in 2027"
X Link 2025-10-29T20:42Z [---] followers, [----] engagements

"$TMDX Q3 slide presentation: https://investors.transmedics.com/static-files/90bb617c-f0f5-4a72-8c98-a7ff8f9c6404 https://investors.transmedics.com/static-files/90bb617c-f0f5-4a72-8c98-a7ff8f9c6404"
X Link 2025-10-29T20:49Z [---] followers, [----] engagements

"Would not be surprised if $TMDX ends tomorrow in the green"
X Link 2025-10-29T20:58Z [---] followers, [----] engagements

"I've read the earnings report. I listened to the call. There is ZERO reason for $TMDX to be down 10%. They demolished earnings estimates. Their margins are improving even in a tough quarter. They are developing several major new revenue drivers that will come on line in the next year or two. They raised guidance and said they were being conservative. Q4 is off to a great start. The business is doing great and is being run by an extremely competent team. If you're a long-term investor this is a buying opportunity. I don't expect the shares will stay down for long"
X Link 2025-10-29T23:38Z [---] followers, 10.3K engagements

"From yesterday's $TMDX earnings call:"
X Link 2025-10-30T21:30Z [---] followers, [----] engagements

"As the historically bad months of September and October turned out to be actually pretty good I put more money to work and reduced my cash position to under 5%. Increased positions in $NBIS $IREN $ROOT $OSCR $ZETA $APP $FOUR $RDDT and $SOFI. I think the portfolio is nicely position for a strong close to 2025"
X Link 2025-11-03T02:25Z [---] followers, [---] engagements

"I did add to $RELY on the AH drop. The earnings release was almost all good news and most importantly the future looks good. Went from 1% to 1.5%. Won't go above 2% for this one"
X Link 2025-11-06T00:21Z [---] followers, [----] engagements

"I increased my $nbis position by 40% around [--] when the$msft deal was announced. I just increased it again by 40% in the low 90s"
X Link 2025-11-12T23:27Z [---] followers, [---] engagements

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