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@MMMTwealth Avatar @MMMTwealth Oliver | MMMT Wealth (CPA)

Several investors are bullish on Lemonade ($lmnd), citing its increasing growth rate, improving loss ratio, and potential for international expansion. One investor considers $lmnd their largest position and believes it will continue to outperform. The company's CEO and investors are optimistic about its prospects, including a potential revenue boost from reduced reinsurance and cross-selling opportunities.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks #2482 finance #3271 cryptocurrencies #604 technology brands XXXXX% countries XXXX% social networks XXXX% fashion brands XXXX% automotive brands XXXX% currencies XXXX%

Social topic influence $path #2, $lmnd #20, $amzn #5, ai 6.9%, $dlo #2, $hrow #1, $tmdx #1, stocks 6.03%, $sei #25, sei #92

Top accounts mentioned or mentioned by @davyinvests @jakebrowatzke @realroseceline @azroul_al @zetaglobal @theinvestinguy @bernard0aquino @iamfabien @fiststockstar @william_r2rclub @ayush_jasoria @stephenwangs73 @bacart15 @thelonginvest @lemonadeinc @dsteinberg10000 @tfanalytics1 @thetikr @lukedowney @dionysus666

Top assets mentioned UiPath, Inc. (PATH) Lemonade, Inc. (LMND) Amazon.com, Inc. (AMZN) DLocal Limited Class A Common Shares (DLO) TransMedics Group, Inc. Common Stock (TMDX) Sei (SEI) ZetaChain (ZETA) The Root Network (ROOT) NuScale Power Corporation (SMR) Upstart Holdings, Inc. Common stock (UPST) Ondas Holdings Inc. Common Stock (ONDS) Symbotic Inc. Class A Common Stock (SYM) 4 (FOUR) NuCypher (NU) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Joby Aviation, Inc. (JOBY) Viking Therapeutics, Inc (VKTX) Auroracoin (AUR) Alignment Healthcare, Inc. Common Stock (ALHC) Sezzle Inc. Common Stock (SEZL) Palantir (PLTR) Allegro MicroSystems, Inc. Common Stock (ALGM) Goldman Sachs (GS) PWR Coin (PWR) Lululemon Athletica Inc (LULU) Rocket Companies, Inc. (RKT) Oscar Health, Inc. (OSCR) RAI Finance (SOFI) Morgan Stanley (MS) Reddit, Inc. (RDDT) SiTime Corporation Common Stock (SITM) Global-E Online Ltd. Ordinary Shares (GLBE) TALEN ENERGY CORP (DE) (TLN) Uranium Energy Corp. (UEC) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Alphabet Inc Class A (GOOGL) Metadium (META) Synopsys, Inc. (SNPS) Tesla, Inc. (TSLA) Cognex, Corp. (CGNX) Illumina, Inc. (ILMN) Teradyne, Inc. (TER) Onto Innovation Inc. (ONTO) Redwire Corporation (RDW)

Top Social Posts

Top posts by engagements in the last XX hours

"HERE'S MY TOP XX HIGH GROWTH STOCKS (in order of position size): X. $LMND: AI native insurance disruptor. X. $NU: The best fintech in LatAm with some of the bet unit economics globally. X. $TMDX: Reinventing organ transplant logistics. X. $HIMS: Disrupting healthcare as we know it today. X. $SOFI: The one-stop shop for peoples financial needs. X. $ZETA: AI driven marketing cloud for enterprises. X. $OSCR: Tech-first health insurance betting big on the ICHRA market. X. $UPST: AI credit engine disrupting lending. X. $NVDA: Powerhouse of the AI revolution. XX. $DLO: Digital payments"
X Link 2025-09-07T16:56Z 62K followers, 96.3K engagements

"MORGAN STANLEY JUST UPGRADED SMALL CAPS TO OVERWEIGHT WITH A BULLISH 2026 FORECAST. Here's my XX favorite small caps today 👇 X. $SPIR X. $ROOT X. $ABCL X. $DLO X. $SES X. $HROW X. $TMDX X. $ONDS X. $VKTX XX. $SEI"
X Link 2025-12-08T22:13Z 62K followers, 32.9K engagements

"$SMR 👇 There's a lot to like about this one"
X Link 2025-12-04T17:11Z 62K followers, 9705 engagements

"Just getting my $ZETA reps in here on X before it jumps 2-3x"
X Link 2025-12-09T15:32Z 62K followers, 9894 engagements

"4. NuScale Power $SMR Annoyingly I missed the first big run on $SMR but I knew it would come down as the valuation had become ridiculous. We're now back at May 2025 levels. Q3 revenue was messy but the most important short term story is if $SMR can turn their framework agreement with TVA into an actual contract and SMR's will be the ideal choice for hyperscalers. This could be the largest SMR deployment in US history and would massively re-rate $SMR again"
X Link 2025-11-23T13:49Z 61.9K followers, 8505 engagements

"5. Aurora Innovation $AUR A $7.3B company with $1B in cash close to a commercializing in a huge market (autonomous trucking). They're still several years away from a material revenue ramp up in my opinion and I think the stock will likely stay in this $3-$6 range until material progress is made in significant miles driven. One to watch but potentially the fundamentals are still slightly unfavorable today. This could easily change in 2026"
X Link 2025-11-23T13:49Z 61.9K followers, 8676 engagements

"You know those stocks that you just don't ever worry about For me one of them is $NU - my second largest position behind $LMND. Happy ATH's to all investors. Quality company. Quality management"
X Link 2025-11-26T15:26Z 61.9K followers, 11.9K engagements

"Monday Screener 👇 Estimated Revenue Growth for the next X years: ABOVE XX% Estimated EBITDA Growth for the next X years: ABOVE XX% Results: X. Alignment Healthcare $ALHC X. Solaris Energy Infrastructure $SEI (portfolio) X. Reddit $RDDT X. Palantir $PLTR X. Sezzle $SEZL @theTIKR"
X Link 2025-09-22T18:58Z 61.9K followers, 11.2K engagements

"Here's some lesser known stocks that are: X. Growing revenue ABOVE XX% CAGR for the next X years. X. Growing EBITDA ABOVE XX% CAGR for the next X years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks"
X Link 2025-10-16T13:50Z 61.9K followers, 6432 engagements

"$ZETA is now only X% above my initial entry price of $XXXXX but the market is completely misinterpreting the numbers. Current analyst estimates suggest only XX% growth in FY26 but with Marigold uplift FY26 growth should be closer to XX% yet they trade at 2.7x NTM sales. EBITDA margins are expected to be XX% in FY26 which I more or less agree with. XX% EBITDA margin on $1.71B in revenue in FY26 (with Marigold) gets you $395M in EBITDA which would be a XX% increase in EBITDA. Current NTM EBITDA margin is 12x. Name me a quality company trading at 12x NTM EBITDA set to grow EBITDA by 48%"
X Link 2025-11-18T14:45Z 61.9K followers, 36.8K engagements

"ELECTRICITY PLAYS: There's been some nice pull backs to some very interesting levels lately 👇 $SEI: Grid infrastructure $VST: Grid buildout/generation $TLN: US renewable generation $UEC: Uranium mining & nuclear fuel supply $SMR: Modular reactor technology $CEG: Nuclear heavy power generation Electricity demand is only going up"
X Link 2025-11-18T18:08Z 61.9K followers, 10.7K engagements

"$META in 2023. $NVDA in 2024. $GOOGL in 2025. $AMZN in 2026"
X Link 2025-11-28T12:03Z 61.9K followers, 150.7K engagements

"TRUMP ADMIN: "We are committed to robotics and advanced manufacturing because they are central to bringing critical production back to the United States." HUANG: Robotics will be a "multi-trillion dollar opportunity" $TSLA $ALGM $NVDA $ARAY $SNPS $HLX $SYM $CGNX"
X Link 2025-12-03T13:22Z 61.9K followers, 5717 engagements

"$PATH has rapidly become my 4th largest position over the last XXX months. Paid subs have seen every single entry. Here's my Deep Dive & Earnings review for this company that I think can truly create some big wealth over the next X years. Article is free for everyone"
X Link 2025-12-05T18:52Z 61.9K followers, 19.7K engagements

"6. Illumina $ILMN Revenue Growth: -XXX% P/S: 3.6x EBITDA Margin: XXXX% $IILM uses robotic automation in its genomic sequencing platforms enabling high-throughput DNA analysis and streamlined lab workflows"
X Link 2025-08-24T13:37Z 62K followers, 4380 engagements

"Robotics is ultimately the next multi-trillion dollar industry. Here's X underrated robotics plays in the niches 👇🧵 X. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: XXXX% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: X. The ongoing semiconductor cycle. X. The"
X Link 2025-10-06T12:49Z 62K followers, 72.2K engagements

"Here's some high beta names on my watchlist 👇 $ABAT: XX% down from recent high $ONTO: XX% down from recent high $RDW: XX% drawdown from recent high $SYM: XX% drawdown from recent high $SMR: XX% drawdown from recent high $AUR: XX% drawdown from recent high Talking about them all today for paid subs"
X Link 2025-11-19T15:01Z 62K followers, 6500 engagements

"$AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth and margins here warrant a 25x EBIT multiple which puts them $800B. This could be on the higher end today but with forecast revenue on digital ad spend set to hit $1.5T by 2030 and $AMZN's 12-15% share in the global digital ad market this is easily a $1T opportunity over the next X years. $AMZN E-Commerce: McKinsey estimates by 2040 the international e-commerce market"
X Link 2025-11-29T13:49Z 62K followers, 26.4K engagements

"$PATH report on Wednesday. It's quickly become a top X position for me. The upside potential on Wednesday is that Maestro has been adopted far quicker than the market expects but I highly doubt this. Deployment takes months so the likelihood of seeing this baked into numbers in Q3 is low. It's all about the Proof of Concept currently and bookings momentum and management commentary on the pipeline to see if we start to front run revenue. I honestly hope this doesn't happen so quickly so I have more time to accumulate the position size I'd like to but obviously this would be a very bullish."
X Link 2025-11-30T17:56Z 62K followers, 54.2K engagements

"Goldman's getting bearish. Yesterday they gave $JOBY a $XX PT and a sell rating. Today they downgraded $SYM to a sell with a PT of $XX (66% decline from today)"
X Link 2025-12-02T08:45Z 62K followers, 22K engagements

"I don't care about the wider macro fears much when you have: X. $ZETA: Set to grow EBITDA at XX% YoY for just 13x NTM EBITDA. X. $PATH: Attempting to crack agentic AI. X. $DLO: Conservative model gives a 3.5x opportunity. X. $TMDX: CEO buying million in stock over the last X months and trading far below MedTech peers. X. $UPST: Trading at 9x NTM EBITDA with the founder buying nearly $4M in stock. There remains many opportunities out there in my opinion. Just be sensible with position sizing and you'll be fine"
X Link 2025-12-02T16:23Z 62K followers, 39.4K engagements

"Reposting this now for $PATH earnings tomorrow. $PATH is now a top X position for me as of today"
X Link 2025-12-02T23:03Z 62K followers, 25.3K engagements

"UIPATH $PATH EARNINGS 🚨 REVENUE: $411.13M VS $392.87M EST ✅ EPS: $XXXX VS $XXXX EST✅ +8% AH🚀"
X Link 2025-12-03T21:14Z 62K followers, 10.8K engagements

"There's a reason $PATH came a very big position size for me very quickly. When you have conviction go in big. It doesn't matter how many stocks you ultimately own as long as your position size reflects your conviction. I see $PATH becoming a top X position for me relatively quickly"
X Link 2025-12-04T14:54Z 62K followers, 19.3K engagements

"Here's some clear AI themes through to 2030 & some SMID caps for each theme 👇 X. POWER: The true bottleneck. We need grid overhauls SMRs and battery storage to fuel 24/7 inference. $FLNC $SMR $PWR $SEI $NRGV X. PCB SHORTAGE: There's not enough factories in the world that can make the high-end AI PCBs fast enough. The companies that are making them are printing money. $TTMI $SANM $PLXS $BHE X. COOLING: Liquid cooling adoption is climbing (projected to hit XX% of AI servers by 2026). $MOD X. OPTICS: The next "memory" wall. As DCs scale to 1GW clusters copper dies. Silicon photonics is the next"
X Link 2025-12-06T15:30Z 62K followers, 21.5K engagements

"A snippet from my $PATH deep dive yesterday. Here's why the $PATH product will become incredibly sticky 👇 (Link in first comment to read)"
X Link 2025-12-06T17:56Z 62K followers, 13.7K engagements

"I haven't mentioned $DLO in a couple weeks as I was so focused on building my $PATH position pre-earnings. But just a friendly Sunday reminder that $DLO remains a fantastic opportunity here. $DLO is conservatively a 3x opportunity by 2030. Over the next decade or so I think we can talk 5-10x. - TPV increased XX% YoY - Gross profit increased XX% YoY - Adj. EBITDA increased XX% YoY This is a high growth emerging markets play with a very strong moat. Incremental TPV growth has reduced take rate yes.but this was always going to happen"
X Link 2025-12-07T15:15Z 62K followers, 15.8K engagements

"Here's some nice opportunities for the week ahead 👇 X. $SMR - NRC-approved small modular reactors for scalable clean energy. Offers a nice bet on the nuclear trend with huge global demand for carbon-free power. Currently just bounced off key support level. X. $ABAT - A nice play on the battery trend. $ABAT offers extraction and recycling tech for critical minerals like lithium. Recently flipped a key level. X. $ZETA - Has remained almost flat since updated guidance. $ZETA is a top XX holding for me and in this zone just above key MA's I think the opportunity is large. X. $PLXS - Capitalizes"
X Link 2025-12-07T17:56Z 62K followers, 24.8K engagements

"Small caps are breaking out. Be careful.but also appreciate that this could be one of the best small cap bull cycles going into rate cuts. $DLO $SPIR $ROOT $ABCL $SES $HROW $TMDX $ONDS $SEI"
X Link 2025-12-09T14:29Z 62K followers, 5455 engagements

"$SVM was my silver play that I bought at $XXXX. Today we're at $XXXX. XXX% return"
X Link 2025-12-09T20:16Z 62K followers, 7425 engagements

"$AMZN is set to investing more than $35B in India by 2030 (on top of the $40B theyve already invested there). The focus is on AI logistics and exports. The $AMZN growth story doesnt stop. I truly think of them as one of the worlds largest startups with an almost infinite bank balance. Itll be a $6T company over the next 3-5 years"
X Link 2025-12-10T08:39Z 62K followers, 13.4K engagements

"My top X ideas right now are: X. $PATH: Arguably the best risk to reward in my portfolio right now. X. $LMND: Set to disrupt one of the largest industries in the world.insurance. X. $FOUR: XX% estimated EBITDA growth for 8x NTM EBITDA multiple. X. $AMZN: Sum of the parts valuation gives me a potential $6T market cap. X. $HROW: High growth non tech play trading at 5x sales for XX% estimated FY26 growth. There's one new stock I found this evening as well. Likely a buy tomorrow.$9B company trading at 0.6x sales for XX% estimated growth. All below $10B market cap (aside $AMZN of course). I love"
X Link 2025-12-10T22:28Z 62K followers, 60.5K engagements

"This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 X. Top XX buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI"
X Link 2025-08-16T11:49Z 62K followers, 145.6K engagements

"Here's X value plays trading at multi-year PE lows 👇🧵 X. Lululemon $LULU $LULU currently trades at 13.8x NTM PE. If they hit analyst estimates at $XXXX in FY27 with a PE of +20x (still below historic levels) then $LULU is a $XXX stock"
X Link 2025-09-03T09:43Z 61.9K followers, 73.5K engagements

"CURRENT SWING TRADE/SMALL CAP PORTFOLIO 👇 $ARGO DOWN XX% $SPIR UP X% $RKT UP XX% $SES UP XX% $ROOT UP X% $ABCL UP X% $CLPT FLAT (initiated small position today) $ONDS UP XX% $BMNR UP 15%"
X Link 2025-09-24T14:52Z 62K followers, 7225 engagements

"2. Omnicell $OMCL EV/Sales: 1.2x Growth Rates: XXX% $OMCL do medication management and adherence automation solutions for healthcare systems and pharmacies meaning they're in a nice position to benefit from efficiency and cost savings in healthcare and general automation in healthcare. $OMCL are still trading at the same levels as 2016 and quite rightly so given the current growth projections for the next 2-3 years. From FY28 onwards analysts are expecting a big jump up in revenue and EBITDA growth rates so the 10x NTM EBITDA multiple today could seem attractive. Much higher risk play"
X Link 2025-10-06T12:49Z 61.9K followers, 7408 engagements

"3. Allegro Microsystems $ALGM EV/Sales: 6.2x Growth Rates: XX% $ALGM operates in an overlooked part of the semiconductor ecosystem which could represent a nice opportunity. That niche is motion control and power management IC's. $ALGM are a big player in the automotive sector but they' also have products that enable energy-efficient power conversion in data centers industrial automation and renewable energy systems making them a nice indirect robotics play in a few high growth markets. EBITDA growth is expected to be XX% CAGR over the next X years meaning a multiple of 27x can be regarded as"
X Link 2025-10-06T12:49Z 61.9K followers, 7535 engagements

"Big themes I'm starting to learn/write about: CRISPR $NTLA $CRSP Peptides $RYTM $LLY IVF $CYRX $PGNY Ocean Energy $OPTT No positions. But just exploring"
X Link 2025-10-29T11:19Z 62K followers, 7136 engagements

"The power grid needs an upgrade. It's one multi-year theme to watch very closely. X. MYR $MYR X. Quanta Services $PWR X. Eaton Corporation $ETN X. EnerSys $ENS X. Valmont $VMI X. Powell Industries $POWL X. Arcosa $ACA X. Preformed Line $PLPC"
X Link 2025-11-20T12:26Z 62K followers, 11.6K engagements

"Everybody should know this but very few act on it. The more your portfolio goes down the more bullish you should get. I made some small buys yesterday. Nothing material but IF we continue to drop my buys will become larger and larger. $LMND $PATH $NU $DLO $FOUR $ZETA $OSCR $HIMS $TMDX"
X Link 2025-11-21T14:10Z 62K followers, 11.5K engagements

"There's a reason institutions are buying $UPST here"
X Link 2025-11-24T13:29Z 62K followers, 42.7K engagements

"With rate cuts expected in December and in 2026 here are some of the biggest beneficiaries I'm interested in: Rate Sensitive Stocks: X. $UPST X. $RKT X. $PLD X. $NEE Small Caps: X. $ONDS X. $SPIR X. $ROOT X. $ABCL X. $DLO X. $HROW X. $SEZL"
X Link 2025-11-26T14:25Z 62K followers, 15.8K engagements

"$NU - "The best fintech in LatAm with some of the best unit economics globally." This remains true"
X Link 2025-11-26T15:28Z 62K followers, 36.9K engagements

"$AMZN: X. Arguably the best physical AI infrastructure potential X. Probably the most advanced logistics operations in the world X. The largest cloud business in the world with an increasing revenue growth rate X. An incredible digital ads business Once you break down the business segments and value them individually.saying $AMZN is overvalued becomes impossible for me to agree with"
X Link 2025-11-28T14:29Z 62K followers, 21.5K engagements

"$UPST +6.4% today. Maybe the market is realizing that anything below $XX is incredibly cheap"
X Link 2025-11-28T15:42Z 62K followers, 17.8K engagements

"$FOUR +6.5% today. Maybe because of Burry's note Again.the market moves because of these big name players. Hopefully some of us quality retail investors become just half as influential over the next few years"
X Link 2025-11-28T15:46Z 62K followers, 9864 engagements

"CURRENT WATCHLIST OF SMALL CAPS (BELOW $4B) 👇 X. $EOSE X. $ASTH X. $OUST X. $NRGV X. $AMPX X. $COHU X. $VNET X. $EU"
X Link 2025-11-30T13:49Z 62K followers, 22K engagements

"High growth stocks today: $LMND down XXX% $OSCR down XXX% $HIMS down XXX% $PLTR down XXX% $JOBY down XXX% $UPST down XXX% And then you've got: $FOUR +0.95% $PATH flat This tells you something"
X Link 2025-12-01T15:44Z 62K followers, 33.2K engagements

"Not too shabby numbers for a company trading below 12x EBITDA. $ZETA"
X Link 2025-12-03T15:11Z 62K followers, 18.5K engagements

"@Bernard0Aquino Not quite $LMND. But I think $ROOT could be the next to run. Quite nice to find laggards in a market where competitors have already moved. I don't see any reason for $ROOT to continue as a laggard"
X Link 2025-12-09T10:01Z 62K followers, XXX engagements

"2. Novo Nordisk $NVO $NVO has had a difficult year but they have a very strong presence in the diabetes and weight loss industries. They're also investing heavily into growth in Denmark France and NC to ride the growing obesity market wave. Currently trading at 14.6x PE whilst historically trading around double that. $XXX would be a XXX% move"
X Link 2025-09-03T09:43Z 62K followers, 9502 engagements

"3. Regeneron Pharmaceuticals $REGN $REGN is a slightly higher growth value play with a current NTM PE in the 14x range whilst historically trading for +20x PE. P/B is also at 2.0x (historically +4.0x). With minimal debt and a current ratio above 7.0x they're quite a safe play in a period of macro weakness. Their portfolio includes eye diseases (EYLEA) chronic inflammation (Dupixent) and cancers (Libtayo) which will all necessary despite economic conditions. I like $REGN a lot - it's on my watchlist"
X Link 2025-09-03T09:43Z 62K followers, 7844 engagements

"4. Oklo $OKLO Revenue Growth: N/A EPS Growth: XX% PE: NEG $OKLO are targeting $5B in revenue by 2028 backed by 14GW pipeline so the growth potential is massive. It's also recurring since $OKLO sell long-term Power Purchase Agreements (PPAs) over a 10-20 year time frame. The business is very strong but very difficult to value given the current state of the business. I'm personally sitting this one out but huge congrats to $OKLO shareholders this year"
X Link 2025-09-23T12:00Z 62K followers, 5492 engagements

"People don't appreciate how cheap $HROW is. Name me another stock growing EBITDA ABOVE XX% CAGR (for the next X years) whilst trading BELOW 17x NTM EBITDA. There's truly not many out there"
X Link 2025-10-20T14:45Z 62K followers, 61K engagements

"Goldman Sachs comes in fairly bearish on eVTOLs currently. They just initiated a SELL rating on $JOBY with a $XX PT. They gave $ACHR a $XX PT with a HOLD rating. "The aircraft operator market has the potential to be very large but we believe it will be cost intensive time-consuming because it requires consumer education contains regulatory hurdles and inherently lowers aftermarket potential.""
X Link 2025-12-01T09:55Z 62K followers, 18.2K engagements

"Networking costs as a percentage of total data center CapEx is exploding. Estimates suggest 15-20% of total AI data center CapEx will be spent on networking by 2030 vs 5-10% today. Put optics on your watchlist 👇 $COHN $CIEN $COMM $LITE $VIAV h/t to @iamfabien for the image"
X Link 2025-12-02T11:06Z 62K followers, 22.9K engagements

"The US will likely be investing heavily into robotics in 2026. There's many angles you can play this: DEFENSE - AeroVironment $AVAV: Defense focused & unmanned drones. - Kratos Defense $KTOS: Defense focused & unmanned drones for US military. WAREHOUSE - Symbotic $SYM: Fully automating huge retail warehouses. - Amazon $AMZN: Nearly X million robots already automating warehouses and last mile delivery. MEDICAL - Omnicell $OMCL: Builds automated dispensing cabinets and robotics inventory systems to manage medical supplies. - Procept Robotics $PRCT: Produces AquaBeam Robotics System which uses"
X Link 2025-12-04T13:49Z 62K followers, 89.9K engagements

"$SPY is flat on the day. We're up XXXX% so far in the core portfolio and XXXX% in swing trade portfolio. Come join us. Only $XX a month"
X Link 2025-12-04T19:05Z 62K followers, 4874 engagements

"1. $AMZN AWS will be worth $2T by 2030 based on conservative assumptions. X. $AMZN Retail will be worth $2.4T by 2030 based on conservative assumptions. X. $AMZN Digital Ads will be worth $800B-$1T by 2030 based on conservative assumptions. Add in valuations for Physical Stores Subscriptions Project Kuiper Zoox and Twitch. I think you get above $6T fairly comfortably. $AMZN is a $2.45T business today"
X Link 2025-12-06T13:49Z 62K followers, 109.4K engagements

"I'm watching $UPST closely this week going into FOMC meeting. Any signs of a rate cut bigger than what is priced in and I think $UPST catches some more bids. We're already up over XX% this month alone. X. December XX calls getting loaded. X. XX% expected EBITDA growth in FY26 X. 20x NTM EBITDA multiple X. 4.3x 2026 sales X. XX% of loans are now fully automated. X. Trillion dollar opportunity in consumer loans with HELOC and Super Prime lending. We've seen numerous days the last few weeks where $UPST has been green on red $SPY days. That's always nice too"
X Link 2025-12-08T19:06Z 62K followers, 8802 engagements

"I remain very bullish over the next 3-5 years. Maybe I'm naturally an optimist. I also plan to slightly decrease my US tech exposure over the next 2-3 months into safer positions. Safer positions for me include $AMZN healthcare oil $GXO and maybe some small caps. Small caps are due a run"
X Link 2025-12-09T11:24Z 62K followers, 11.4K engagements

"If you think $NVDA is overvalued please explain this: $COST PE: 44.2x $WMT PE: 40.3x $SBUX PE: 34.4x $CMG: 28.9x $NVDA PE: 26.6x Arguably the most important driver of the technological innovation over the last X years trades below a coffee chain"
X Link 2025-12-10T12:49Z 62K followers, 7288 engagements

"Here's some more nice data backing up a potential small cap run. My favorite small caps at the moment remain: X. $SPIR X. $ROOT X. $ABCL X. $DLO X. $SES X. $HROW X. $TMDX X. $ONDS X. $VKTX XX. $SEI"
X Link 2025-12-10T13:53Z 62K followers, 23.3K engagements

"@DAVYinvests Also very likely to add to $PATH today"
X Link 2025-12-10T16:38Z 62K followers, 1671 engagements

"I was in the red on $HROW for about X weeks. Now I'm up XX% and only really getting started on this position. It's as simple as this. When you have a stock trading at 18x EBITDA set to grow EBITDA at XX% in FY26 you have to be interested. That's an EV/EBITDA/Growth ratio of 4.7x. You don't get that around too much"
X Link 2025-12-10T18:58Z 62K followers, 6585 engagements

"$LMND just moved from -X% on the day to nearly flat. That's around a $90M market cap swing in XX minutes. I suspect $LMND will move billions in this time frame over the next 3-5 years. Still early"
X Link 2025-12-10T19:26Z 62K followers, 8381 engagements

"POWELL: "Conditions in the labor market are cooling and inflation remains somewhat elevated." Early stagflation. SPY +0.5%"
X Link 2025-12-10T19:35Z 62K followers, 4827 engagements

"@FistStockStar @jakebrowatzke He definitely got me researching $PATH. Huge fan of his 👍"
X Link 2025-12-11T04:24Z 62K followers, XXX engagements

"@jakebrowatzke $LMND is my biggest still but $PATH catching quickly. $FOUR is a position but smaller.definitely would like to add to that but have been very pre-occupied building $PATH. $ODD I don't know anywhere near enough about"
X Link 2025-12-08T16:33Z 62K followers, 1771 engagements

"The longer $PATH stays below $XX the better. Currently its my 4th largest position. Want it to be top X by the end of the year"
X Link 2025-12-10T22:50Z 62K followers, 15.1K engagements

"@Dionysus_666 My returns on $PATH and $LMND and $AMZN and $HROW suggest that was one of the most pointless posts Ive seen today"
X Link 2025-12-11T04:26Z 62K followers, 1115 engagements