@NFTLunatic Avatar @NFTLunatic Investing Lunatic 🍊

Investing Lunatic 🍊 posts on X about $duol, ai, $hims, $twst 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 finance 74.32% stocks 64.48% cryptocurrencies 27.32% technology brands 7.65% countries 2.73% automotive brands 2.73% celebrities 1.09% exchanges 0.55% travel destinations 0.55% vc firms 0.55%

Social topic influence $duol #15, ai 20.22%, $hims #72, $twst #2, $iot #2, $path 8.2%, market #5150, $lmnd 7.65%, business 7.65%, stocks #3841

Top accounts mentioned or mentioned by @geneinvesting @dippyai @easyfinanceguy @elonmusk @jkeynesalpha @grok @farzadclaw @psymarketcapcom @marionawfal @caffeineai @travishoium @gubloinvestor @otium33 @hazresearch @vinnyjay87 @longinvest32 @nanalyzetweets @ukwalkr @nebhol89 @silverbulletbtc

Top assets mentioned Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) Twist Bioscience Corporation Common Stock (TWST) Helium IOT (IOT) UiPath, Inc. (PATH) Lemonade, Inc. (LMND) Monero (XMR) Atai Life Sciences B.V. (ATAI) Tempus AI, Inc. (TEM) Internet Computer (ICP) Zephyr Protocol (ZEPH) COMPASS Pathways plc (CMPS) Bittensor (TAO) ZetaChain (ZETA) Tesla, Inc. (TSLA) Bumble Inc. (BMBL) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Bitcoin (BTC) GH Research PLC (GHRS) The Root Network (ROOT) Billy (BILLY) BILLION•DOLLAR•CAT (BDC) Circle Internet Group, Inc. (CRCL) Rubrik, Inc. (RBRK) Palantir Technologies Inc. (PLTR) 4 (FOUR) Upstart Holdings, Inc. (UPST) SoundHound AI, Inc. Class A Common Stock (SOUN) GitLab Inc. (GTLB) NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) Now Coin (NOW) Taiwan Semiconductor (TSM)

Top Social Posts

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

"@elonmusk @MarioNawfal Why are you now sooo pro Israel all of the sudden"
X Link 2023-12-03T15:01Z [----] followers, 10.4K engagements

"I have extreme $Icp fomo"
X Link 2024-01-02T16:49Z [----] followers, [----] engagements

"How legendary would it be if $BILLY beat $DOG to a billy"
X Link 2024-06-17T23:22Z [----] followers, [----] engagements

"Are you ready for a breakout of the #1 memecoin on $BTC $BILLY to a billy $BDC"
X Link 2024-11-10T15:41Z [----] followers, [----] engagements

"$BDC is a multi cycle meme. $PUPS is a multi cycle meme. $BTC is the most pristine asset in the world. Bullish on layer [--] assets on $BTC"
X Link 2025-02-12T12:43Z [----] followers, [----] engagements

"$ICP has struggled with adoption. But this is for a good reason. $ICP is a new paradigm. An evolved version of the internet. This means the builders have a larger learning curve than your typical blockchain architecture. Typical blockchains are a copy paste of one another but not $ICP. $ICP is an ambitious revolutionary project building a more decentralized free and sovereign internet. As with the early Internet which people equated with email $ICP and its implications are not well understood. We are early"
X Link 2025-04-29T17:03Z [----] followers, [----] engagements

"$ICP @caffeineai looks like it will release tomorrow. This is possibly the most anticipated $ICP launch in history. If you want to understand why on a deeper level check out the interview below 👇 https://youtu.be/Tao8ZhXFDSosi=P64MdN_VaBtUAbLS https://youtu.be/Tao8ZhXFDSosi=P64MdN_VaBtUAbLS"
X Link 2025-06-02T21:26Z [----] followers, [----] engagements

"With @dippy_ai having over [--] million users its hard not to be bullish. It is my largest subnet allocation. #Bittensor $TAO #SN11 #SN58"
X Link 2025-07-08T11:22Z [----] followers, [---] engagements

"$ICP has had a rough start in terms of price action. As a result many see it as a scam or immediately discount it as an investment. We still havnt even confirmed an uptrend after this brutal price action. Considering how advanced $ICP tech is I believe its first bull market could be as explosive as its bear market. If correct what an opportunity this unfortunate launch has provided us"
X Link 2025-08-25T19:33Z [----] followers, [----] engagements

"I believe stablecoins and privacy are both early in their narratives as well as some of the only actual utilities that crypto offers today. $ZEPH sitting at a $12 million market cap offers both of these. This decentralized stablecoin ecosystem has withstood a 98% drawdown. Up from here https://twitter.com/i/web/status/1994746947337339265 https://twitter.com/i/web/status/1994746947337339265"
X Link 2025-11-29T12:35Z [----] followers, [---] engagements

"Hmmm $BMBL sitting at a P/FCF of [---] looks very interesting to me Thank you to @TravisHoium for putting this one on my radar. Diving deeper now"
X Link 2025-12-29T19:49Z [----] followers, [----] engagements

"$BMBL is very tempting here but I cant help but think it may be a value trap. The valuation is incredibly cheap but they are in a slow growing or potentially declining industry and bleeding users. I do think with the founder at the helm they have an innovation advantage but I think Ill have to pass on this industry. https://twitter.com/i/web/status/2005987068967637089 https://twitter.com/i/web/status/2005987068967637089"
X Link 2025-12-30T12:59Z [----] followers, [----] engagements

"$ATAI $CMPS $GHRS $CYBN $MNMD Psychedelic stocks are quietly exploding into a bull market. All eyes on $CMPS as the first classic psychedelic to be approved by the FDA potentially. (Psilocybin COMP360)"
X Link 2026-01-08T16:50Z [----] followers, [----] engagements

"Currently writing a deep dive on $TWST. Im aiming to have it out on Sunday. Im also going to release an update on my portfolio. My first Substack article was on $LMND saying it was a 10x company. Here we are less than a year and a 3x later"
X Link 2026-01-29T17:51Z [----] followers, [---] engagements

"My buys today $DUOL $TEM $ROOT"
X Link 2026-01-30T22:45Z [----] followers, [---] engagements

"Some stocks I dont currently own at the top of my watchlist trading at increasingly attractive valuations: $SEZL $IOT $PGY $CRCL $ODD $BMBL $RBRK"
X Link 2026-01-31T01:49Z [----] followers, [---] engagements

"I like the monthly close for $XMR"
X Link 2026-02-01T00:05Z [----] followers, [---] engagements

"2 billion people want to learn English. $DUOL has [---] million monthly users across all languages. Theyve captured 5% of one language market segment. Let alone expanding outside of languages. This isnt a mature business. Its barely getting started"
X Link 2026-02-01T23:35Z [----] followers, [----] engagements

"$DUOL The Duolingo CEOs life changed when he learned English opening doors to education career and entrepreneurial opportunities ultimately leading to him starting Duolingo. AI translation is convenient. But it doesnt give you those opportunities. [--] billion people worldwide want to learn English for the same reason he did. $DUOL has the data flywheel to harness AI for education at scale. Theyre not being disrupted. Theyre doing the disrupting. https://twitter.com/i/web/status/2018319636580663730 https://twitter.com/i/web/status/2018319636580663730"
X Link 2026-02-02T13:44Z [----] followers, [---] engagements

"$HIMS [--] million Americans have obesity. [--] million deal with hair loss. [--] million with ED. Millions more need mental health care. Hims has [---] million subscribers. Theyve barely penetrated even their initial markets"
X Link 2026-02-02T14:15Z [----] followers, [----] engagements

"Two biotechs positioned to benefit from AI rather than compete with it: $TEM and $TWST. $TEM: Theyre the data infrastructure play. AI diagnostic and therapeutic models need high-quality structured clinical data to train on. Tempus has spent years building that dataset. More AI tools = more demand for their foundational data layer. $TWST: AI accelerates drug and protein design creating more things that need synthesizing. Twists silicon platform is the physical manufacturing step AI cant eliminate its the bottleneck. More AI-designed molecules = more DNA synthesis revenue. AI is likely to cause"
X Link 2026-02-02T14:38Z [----] followers, [----] engagements

"$HIMS $LMND Same playbook different industries: Remove unnecessary middlemen use software to deliver better outcomes at lower cost scale through superior unit economics. Hims eliminated the doctors office. Lemonade eliminated the insurance agent. Both have founder-CEOs and AI-native business models. Both are just getting started. https://twitter.com/i/web/status/2018357519253389531 https://twitter.com/i/web/status/2018357519253389531"
X Link 2026-02-02T16:15Z [----] followers, [---] engagements

"$PATH is trading at its lowest EV/FCF in history despite reaccelerating revenue and AI tailwinds. CEO/ Founder Daniel Dines owns nearly 20% of the company"
X Link 2026-02-02T18:56Z [----] followers, [----] engagements

"$CRCL at $10 billion market cap will be too good to pass up. Only $4 billion away right now"
X Link 2026-02-02T19:23Z [----] followers, [----] engagements

"@Gubloinvestor My biggest concern with $IOT is autonomous vehicles knocking out a big chunk of their business"
X Link 2026-02-02T19:28Z [----] followers, [---] engagements

"A new day. And another opportunity to buy $DUOL. Im constantly averaging down and Im still down almost 30% on $DUOL"
X Link 2026-02-02T19:30Z [----] followers, [---] engagements

"Todays $TWST earnings validated the AI thesis. DNA synthesis & protein solutions revenue: +27% YoY to $51.1M (fiscal Q126 quarter ended Dec [--] 2025). The AI-enabled discovery flywheel is accelerating$25M+ in AI-discoverytied orders in fiscal [----] (FY25 ended Sept [--] 2025) now moving from exploratory work to repeatable production workflows. https://twitter.com/i/web/status/2018417779167076656 https://twitter.com/i/web/status/2018417779167076656"
X Link 2026-02-02T20:14Z [----] followers, [---] engagements

"I love the hate $DUOL is getting from so many on X. (Most of which have never used it.) $DUOL is such a simple and easy business to understand with all important metrics going up and to the right"
X Link 2026-02-02T21:31Z [----] followers, [----] engagements

"$TWST CEO Emily Leproust on operating leverage: On an ongoing basis we expect 75% to 80% of our incremental revenue growth across all product lines to drop to the gross margin line. Translation: for every new dollar they make [----] cents becomes profit before expenses. As they grow margins improve fast. And on profitability: Q4 adjusted EBITDA breakeven is a given for us now. And to top it all off AI provides strong tailwinds for this company which already has a very powerful technological moat. The inflection point is now for $TWST. https://twitter.com/i/web/status/2018465558921183496"
X Link 2026-02-02T23:24Z [----] followers, [----] engagements

"My $HIMS thesis (🔴-63.8% from ATHs) The $HIMS valuation is so insanely cheap for a profitable fast growing industry leader with a massive TAM. ✅ Exceptional Management ✅ Founder led and owned ✅ Revenue growth of 92% CAGR over the past [--] years ✅ Sticky recurring revenue business model I agree that the fears of a short term growth slowdown are somewhat warranted but the limitless amount of new verticals they will add will more than make up for that long term. Whether thats longevity peptides hormones the opportunities are endless. Let alone labs slowly being adopted providing $HIMS with"
X Link 2026-02-03T00:48Z [----] followers, [----] engagements

"Best asymmetric bets under $10B market cap right now: $DUOL EV/S: [----] EV/FCF: [----] $HIMS EV/S: [----] EV/FCF: [----] $ZETA: EV/S: [----] EV/FCF: [-----] $PATH EV/S: [----] EV/FCF: [-----] Risk/reward is screaming here"
X Link 2026-02-03T02:58Z [----] followers, [----] engagements

"$PLTR crushed Q4: 70% YoY revenue growth to $1.41B US commercial up 137% [----] guidance at $7.2B (61% growth). Rule of [--] at 127%. This is the AI infrastructure buildout playing out in real-time. $PATH is the same bet at a fraction of the valuation: - Revenue reaccelerating (16% growth last Q) - Maestro AI agent/ orchestration platforn = early innings of enterprise orchestration wave - 5x [----] revenue vs $PLTRs 90x Enterprise AI spend isnt a one-company story. $PLTR proved the TAM. $PATH has the product the flywheel is starting and the multiple is 18x cheaper. If $PATH mirrors even a fraction"
X Link 2026-02-03T11:34Z [----] followers, [----] engagements

"Me buying $DUOL every day:"
X Link 2026-02-03T14:22Z [----] followers, [----] engagements

"IDK why $DUOL is down so much today but Im buying heavy again. $DUOL is a great example that despite AI the market is still inefficient short term and driven by human emotions"
X Link 2026-02-03T14:58Z [----] followers, [----] engagements

"$DUOL trading at an EV/FCF of [--] is disgustingly cheap. All metrics are up. AI is a tailwind not a headwind. $DUOL is implementing AI into education better than anyone hands down. I am in shock every day how cheap it is and every day we go lower"
X Link 2026-02-03T16:24Z [----] followers, [----] engagements

"What are people leaving $DUOL to learn on Who are they Id like to meet them. Do they exist"
X Link 2026-02-03T16:36Z [----] followers, [----] engagements

"If $DUOL falls below $100 I may have to sell all my other stocks other than $TSLA $LMND and $HIMS and put it all in $DUOL. That would force me to consolidate my holdings which Ive wanted to do anyways"
X Link 2026-02-03T17:16Z [----] followers, [----] engagements

"Multiple expansion is often a big part of a stock becoming a [--] bagger. Stocks at very low EV/S ratios that have massive potential for multiple expansion: $DUOL: [----] $ROOT: [----] $PATH: [----] $HIMS: [----] $ZETA: [----] $FOUR: [----] $DLO: [----] $PGY: [----] $DAVE: [----] Which stocks do you think deserve higher multiples https://twitter.com/i/web/status/2018738616101449816 https://twitter.com/i/web/status/2018738616101449816"
X Link 2026-02-03T17:29Z [----] followers, [----] engagements

"$XMR Monero is the only crypto that hasnt sold out While every other project pivoted to ETFs institutional adoption and regulatory compliance $XMR stayed true to the original cypherpunk vision: financial sovereignty through privacy. Bitcoin became digital gold but is largely captured by the state and corporate interests. Ethereum became a platform for Wall Street tokenization. Even privacy coins like Zcash added transparent addresses to appease regulators. Monero Still untraceable. Still fungible. Still banned on every centralized exchange that matters. Thats not a bug its the entire point."
X Link 2026-02-03T21:05Z [----] followers, [----] engagements

"Its crazy how fast $DUOL went from being a growth stock to a value stock. But its actually a growth stock with value stock multiples. EV/S: [----] EV/FCF: [-----] TTM Revenue Growth: 40%"
X Link 2026-02-03T21:49Z [----] followers, [----] engagements

"Duolingo started off as a silly app. Which it is. But its a silly app that will revolutionize learning. By mastering human behavior $DUOL makes learning fun and gratifying in the short term. Rather than doom scrolling people dedicate time to learning and feel good doing so. Independent studies show $DUOL is as effective at teaching as traditional methods. This is while $DUOL is just beginning to focus on teaching quality and harnessing AI. Personalized learning better than a human tutor is within sight according to CEO Luis Von Ahn. The market thinks AI kills $DUOL. Im betting AI helps $DUOL"
X Link 2026-02-03T22:10Z [----] followers, [----] engagements

"$LMND growth runway is massive. As $LMND's reinsurance changes takes more and more effect we should see an inflection point in revenue growth over the next year. https://t.co/4btneJ7E3v As $LMND's reinsurance changes takes more and more effect we should see an inflection point in revenue growth over the next year. https://t.co/4btneJ7E3v"
X Link 2026-02-04T14:26Z [----] followers, [----] engagements

"I wouldnt be surprised if we got a v-shaped recovery on $DUOL. But Im happy accumulating shares either way. I bought heavy the past two days"
X Link 2026-02-04T15:36Z [----] followers, [----] engagements

"$HIMS just launched its multi-cancer early detection offering: a simple blood test (Galleri) that screens for 50+ cancers including many with no routine screening. Why it matters: 🟢 Expands Labs from wellness to proactive high-stakes care 🟢 Pulls users into a recurring annual screening loop and follow-up care on-platform 🟢 Bigger TAM higher LTV stronger retention and cross-sell into meds/supps/coaching $HIMS isnt a boner pill or weight loss company. Its building a full-stack healthcare platform. https://twitter.com/i/web/status/2019168274215497744"
X Link 2026-02-04T21:56Z [----] followers, [----] engagements

"Why I keep liking the setup in $TEM: ✅ Massive diagnostics + data TAM ✅ Data flywheel (more tests more data better models more demand) ✅ $PLTR style Ontology/structure advantage (meaning raw data) ✅ Path to operating leverage if execution stays tight ✅ Healthcare AI is one of the few places AI creates real ROI fast Big watch item: cash discipline + profitability path. https://twitter.com/i/web/status/2019217579328598160 https://twitter.com/i/web/status/2019217579328598160"
X Link 2026-02-05T01:12Z [----] followers, [----] engagements

"The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one of the cleanest watch this quarter-to-quarter setups"
X Link 2026-02-05T01:36Z [----] followers, [----] engagements

"What does 5% market penetration look like 2B people want to learn English. $DUOL has [---] million users across ALL languages combined. Theyve barely scratched the surface of one category. Music math chess are still in early innings. The growth runway here is massive. The market is sleeping on $DUOL. https://twitter.com/i/web/status/2019452973839987142 https://twitter.com/i/web/status/2019452973839987142"
X Link 2026-02-05T16:48Z [----] followers, [----] engagements

"$DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over [--] million people return every day to learn something. 30%+ of monthly users are daily active users and rising. This isnt mindless social media scrolling. Its education. With engagement metrics that shouldnt be possible for an education tool. And were still early innings on AI. Video calls with Lily and other AI features are transforming $DUOL into a superhuman tutor personalized"
X Link 2026-02-05T17:23Z [----] followers, 10.7K engagements

"I cant stop buying $DUOL down here. 🚨The disconnect between $DUOL's shareprice and fundamentals is absloutely insane This is one of the most aymmetric setups in the entire market. There is literally no sign of disruption even though this is the entire bear thesis which caused the stock to crash 80% from https://t.co/aextcCUokO 🚨The disconnect between $DUOL's shareprice and fundamentals is absloutely insane This is one of the most aymmetric setups in the entire market. There is literally no sign of disruption even though this is the entire bear thesis which caused the stock to crash 80% from"
X Link 2026-02-05T17:32Z [----] followers, [----] engagements

"$PATH With great power comes great responsibility. Uncle Ben As AI agents get more capable they get more dangerous. No enterprise will deploy autonomous agents on critical workflows without constraints. They need governance layers. Approval workflows. Audit trails. Deterministic execution for high-stakes processes. This is $PATH entire expertise. RPA and orchestration is the safety infrastructure that makes AI agents deployable. The wrapper that turns experimental AI into production-ready systems. $PATH doesnt compete with AI agents. Its what makes them safe enough to use. The market thinks"
X Link 2026-02-05T18:49Z [----] followers, [---] engagements

"Its an absurd valuation. And yet people still hate the stock. I cant stop buying $DUOL. I do like $PATH as well. Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3. Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3"
X Link 2026-02-06T01:40Z [----] followers, [----] engagements

"High-quality growth stocks crushed in the SaaS selloff: $TEM -51% $HOOD -52% $SMCI -54% $CAVA -56% $GTLB -57% $KVYO -62% $UPST -63% $HIMS -64% $SOUN -67% $DUOL -79% $TTD -79% Most are founder-led. Most growing 25%+ Several already profitable. SaaSpocalypse doesnt match the fundamentals. https://twitter.com/i/web/status/2019594550851907915 https://twitter.com/i/web/status/2019594550851907915"
X Link 2026-02-06T02:10Z [----] followers, [----] engagements

"🚨 Everyone panic selling $HIMS today: GLP-1s are 20% of TTM revenue. This is not a GLP-1 company. The stock was already suppressed from uncertainty and dropped close to another 20% today including AH. That's the market pricing in a worst case that isn't even close to reality. If the FDA says stop they stop. Simple. The business doesn't break. What matters: 🟢 No competitor is positioned to disrupt healthcare the way $HIMS is 🟢 Bypassing insurance entirely is a simple but brilliant moat 🟢 Management has executed near flawlessly 🟢 The platform they're building is far bigger than any single"
X Link 2026-02-06T02:30Z [----] followers, [----] engagements

"$DUOL $HIMS $PATH Drawdowns like these are where fortunes will be made"
X Link 2026-02-06T02:53Z [----] followers, [----] engagements

"$TWST always gave me that early $NVDA feeling. My gut tells me this company will be absolutely massive The only other time I felt like this was $NVDA almost a decade ago. I wont fumble it this time. The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one of the cleanest watch this quarter-to-quarter setups. https://t.co/NBFPKJZ9RZ The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one"
X Link 2026-02-06T04:06Z [----] followers, [---] engagements

"15 growth stocks reaccelerating at deep value: $SE 38% growth [---] P/S (best risk/reward) $TWLO 4%15% [---] P/S (6 qtrs accelerating) $PGY 36% growth [---] P/S (cheapest) $UPST -39%+71% [---] P/S (sharpest V) $TOST ARR +30% [---] P/S (79% SaaS margin) $WIX 7%14% [---] P/S (first GAAP profit) $BRZE 22%26% [---] P/S (67% gross margin) $AMPL 6%18% [----] P/S (76% gross margin) $FOUR 30%+ [----] P/S (founder-led) $S 23% growth [---] P/S (79% gross margin) $PSTG 8%16% [---] P/S (AI storage) $DOCN 2%16% [---] P/S (AI cloud) $ZG 2%16% [---] P/S (no housing recovery yet) $GRAB 10%22% [---] P/S (SE Asia super-app) $SOFI 26%37%"
X Link 2026-02-06T14:16Z [----] followers, [---] engagements

"$TWST has been unbothered by the SaaSpocalypse. Synthetic biology is facing AI tailwinds and $TWST produces it at scale better and cheaper than its competitors. $TWST operating leverage is also kicking in and profitability is on the horizon. The future is very bright for $TWST. https://twitter.com/i/web/status/2019835590980825531 https://twitter.com/i/web/status/2019835590980825531"
X Link 2026-02-06T18:08Z [----] followers, [---] engagements

"$DUOL $HIMS $TEM Its kind of fun. I think I like it. Over the long term your top growth stocks will decline 50%+ for no reason repeatedly. $AMD is the latest example. Over the long term your top growth stocks will decline 50%+ for no reason repeatedly. $AMD is the latest example"
X Link 2026-02-06T19:02Z [----] followers, [----] engagements

"This was always part of the $HIMS investment thesis. Challenging Big Pharma's dominance over the American healthcare system was never going to be easy. I'm somewhat agnostic about the morality of GLP-1 compounding. But ultimately I believe it's good for patients which is exactly why the loophole exists in the first place. Big Pharma has shown us time and again that patients are not the priority. They are profit-maximizing machines. They don't pass cost savings down to consumers. $HIMS does. If you're hating on $HIMS here you're effectively cheering for Big Pharma to continue price gouging you"
X Link 2026-02-06T22:45Z [----] followers, [----] engagements

"@JKeynesAlpha People used to say this about $AMZN and $SPOT. $NFLX too I believe. Those are just a few off the top of my head"
X Link 2026-02-07T17:50Z [----] followers, [---] engagements

"@otium33 Have you looked into $NXT I really like them but recently sold out to consolidate. But honestly idk if that was a good decision"
X Link 2026-02-07T21:34Z [----] followers, [--] engagements

"@hazresearch I think they are relatively simple to understand. Which part is hard to understand"
X Link 2026-02-07T22:27Z [----] followers, [--] engagements

"@VinnyJay87 Why does $HIMS have higher retention for its GLP1s than $NVO"
X Link 2026-02-08T00:46Z [----] followers, [---] engagements

"@longinvest32 No such thing as bad publicity"
X Link 2026-02-08T01:36Z [----] followers, [---] engagements

"I agree that there are some complicated aspects when you get into the weeds. But the big picture is simple. For $HIMS: Sidestepping insurance entirely and bringing personalized affordable healthcare to the masses. For $LMND: having AI integrated seamlessly into all aspects of their insurance business. Lowering CAC and keeping operating expenses flat while their autonomous organizations operating leverage takes over. You can simply look at OPEX minus growth spend and see that the story is playing out as expected. https://twitter.com/i/web/status/2020356531661820218"
X Link 2026-02-08T04:38Z [----] followers, [---] engagements

"$DUOL brand and marketing is 🔥 The companies willingness to constantly experiment is what great management teams are made of"
X Link 2026-02-08T22:51Z [----] followers, [----] engagements

"$DUOL trading at a EV/FCF of [--] is just ridiculous. FCF has exploded since the launch of ChatGPT. AI is a tailwind not a headwind"
X Link 2026-02-09T15:36Z [----] followers, [----] engagements

"Best time to add to a position: ✅ Fundamentals improving ✅ Stock price falling ✅ Market narrative negative Worst time to add: 🛑 Stock hitting new highs 🛑 Everyone bullish 🛑 Fundamentals slowing $DUOL down 79% from highs: 30% DAU growth $1B revenue 35% FCF margins. Trading at [--] EV/FCF. $PATH down 39% from highs: First GAAP-profitable Q3 ever 107% dollar based net retention founder back as CEO. Reaccelerating revenue growth. Adding to both. This is how asymmetric bets work. https://twitter.com/i/web/status/2020905704828133446 https://twitter.com/i/web/status/2020905704828133446"
X Link 2026-02-09T17:00Z [----] followers, [----] engagements

"One thing that frustrates me about FinTwit: large accounts that engagement farm by kicking stocks and their bulls while theyre down. $HIMS bulls have been on the receiving end of a lot of it lately. I genuinely dont mind but it does get old when my timeline becomes more noise than substance. What bothers me more is what it reveals about accounts I otherwise would have respected a lot more. To be clear: there are plenty of fair critical takes on $HIMS. Thats not what Im talking about here. Ill take a constructive conversation with an opposing view any day of the week"
X Link 2026-02-09T21:35Z [----] followers, [----] engagements

"Many things can be true at once: [--] Patents deserve protection. [--] Patients deserve personalized medicine. [--] Not all patents are created equally. Theres a lot of nuance in the $HIMS vs $NVO battle that people are glossing over. Peptides are naturally occurring molecules. Should a company be able to make minor modifications and then claim complete control over what nature already created That question alone opens a massive conversation but too many people are reducing this to a simple right vs. wrong while ignoring the real-world impact on patient outcomes. The $HIMS endgame isnt just selling"
X Link 2026-02-09T22:21Z [----] followers, [----] engagements

"I actually love accounts that are simply critical of investing ideas like @nanalyzetweets They always provide a contrarian bearish take on popular stocks. I have learned a lot from them. But most $HIMS critics here have barely researched the company. One thing that frustrates me about FinTwit: large accounts that engagement farm by kicking stocks and their bulls while theyre down. $HIMS bulls have been on the receiving end of a lot of it lately. I genuinely dont mind but it does get old when my timeline becomes more noise https://t.co/fzfCKPeJLx One thing that frustrates me about FinTwit:"
X Link 2026-02-09T22:48Z [----] followers, [----] engagements

"@GeneInvesting Theyve already done that. Thats how economies of scale work. Labs are slowly coming down already. Thats why $AMZN can offer things for cheap now. 🤷🏽♂"
X Link 2026-02-10T00:50Z [----] followers, [--] engagements

"@GeneInvesting Im saying in general not just medicine. $HIMS still has customers obviously for different reasons. Do you know why"
X Link 2026-02-10T00:55Z [----] followers, [--] engagements

"@GeneInvesting It wouldnt have to do with customer experience ease of use skipping insurance etc. Im fairly certain you have friends who use $HIMS. It might not resonate with you. But its clearly resonating with many"
X Link 2026-02-10T01:02Z [----] followers, [---] engagements

"My favorite stocks under $6 billion market cap: 🍋 $LMND 🦉 $DUOL 💊 $HIMS 🧬 $TWST 🔮 $ATAI / $CMPS 🚘 $ROOT ☀ $ASTI (highly speculative gamble) My favorite small-cap stocks under $5B market cap - $ZETA - $FUBO - $CAKE - $OSCR - $PGY My favorite small-cap stocks under $5B market cap - $ZETA - $FUBO - $CAKE - $OSCR - $PGY"
X Link 2026-02-10T16:16Z [----] followers, [----] engagements

"$PATH $DUOL $HIMS I cant buy enough of these. They all have massive TAMs and rediculously cheap valuations. Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years. Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years"
X Link 2026-02-10T19:52Z [----] followers, [----] engagements

"$LMND $TSLA partnership is so bullish for the future of $LMND. Lemonade has officially launched its Tesla FSD 50% rate cut package in Oregon. You pay a low fixed parking price then pay only for miles driven each month. If you have FSD activated those miles are 50% off. The company says that as FSD versions improve prices will go down https://t.co/aBIg5iSaMs Lemonade has officially launched its Tesla FSD 50% rate cut package in Oregon. You pay a low fixed parking price then pay only for miles driven each month. If you have FSD activated those miles are 50% off. The company says that as FSD"
X Link 2026-02-10T19:59Z [----] followers, [----] engagements

"The market thinks AI disrupts $DUOL. Duolingos highest-paying tier is literally an AI feature: video calls with characters real-time conversation practice. Better AI ➡ better product ➡ more paid conversions ➡ more data ➡ better AI AI isnt the threat. Its the growth driver. https://twitter.com/i/web/status/2021332890915926273 https://twitter.com/i/web/status/2021332890915926273"
X Link 2026-02-10T21:18Z [----] followers, [----] engagements

"$ICP has actually valuable applications that other blockchains cant provide. MoU signed with Pakistan gov today: establish a sovereign Internet Computer subnet sovereign app creation using Caffeine and more. Sovereign network cloud that's self-writing (gen. AI) is a growing ICP use case. Our thanks & appreciation to Pakistan 🙏 https://t.co/BO0HiwMm68 MoU signed with Pakistan gov today: establish a sovereign Internet Computer subnet sovereign app creation using Caffeine and more. Sovereign network cloud that's self-writing (gen. AI) is a growing ICP use case. Our thanks & appreciation to"
X Link 2026-02-10T21:20Z [----] followers, [---] engagements

"$ICP 🧵Dfinity has already locked down Pakistan and Cambodia And if I had to guess theyve already locked down Switzerland (imo) This is why Ive always ignored the Dfinity needs to do something noise They are YEARS AHEAD. So far ahead that people cant comprehend whats going https://t.co/R55ywOMab2 🧵Dfinity has already locked down Pakistan and Cambodia And if I had to guess theyve already locked down Switzerland (imo) This is why Ive always ignored the Dfinity needs to do something noise They are YEARS AHEAD. So far ahead that people cant comprehend whats going https://t.co/R55ywOMab2"
X Link 2026-02-10T21:54Z [----] followers, [---] engagements

"@UkWalkr I agree Id love a real estate course"
X Link 2026-02-10T23:03Z [----] followers, [---] engagements

"My highest-conviction positions going into Q4 earnings season: $LMND 62% loss ratio AI-native insurer approaching EBITDA breakeven. Reports Feb [--]. $DUOL 50M DAU 29.5% EBITDA margin 67% off highs. Reports Feb [--]. $TSLA Energy business quietly becoming a monster. [----] GWh deployed. Robotaxis expanding. The thread connecting them: founder-led companies building real moats with expanding margins trading at a discount to their fundamentals because of market sentiment not business quality. https://twitter.com/i/web/status/2021589291617427928 https://twitter.com/i/web/status/2021589291617427928"
X Link 2026-02-11T14:17Z [----] followers, [----] engagements

"@nebhol89 Maybe vibe coding soon"
X Link 2026-02-11T15:05Z [----] followers, [--] engagements

"Major exchanges delisted $XMR in [----]. The price response +195% for the year and a new all-time high of $798 on January [--] [----]. Now its trading at $340 a 57% dip from ATH. The delisting = death narrative is the most disproven thesis in crypto"
X Link 2026-02-11T15:49Z [----] followers, [---] engagements

"$TAO is 79% below its all-time high. But since the ATH: 🟢 Subnets grew from [--] to [---] 🟢 Grayscale filed for a TAO Trust 🟢 First halving cut daily emissions 50% 🟢 21Shares launched a staked TAO ETP"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements

"$TEM Learn how Tempus AI engine built on agentic architectures transforms unstructured clinical text into analysis-ready real-world data. In a new article Arpita S. and Kunal Nagpal detail the multi-layered system that ensures speed scale and fidelity. Read now: https://t.co/yk4BK3YGFz Learn how Tempus AI engine built on agentic architectures transforms unstructured clinical text into analysis-ready real-world data. In a new article Arpita S. and Kunal Nagpal detail the multi-layered system that ensures speed scale and fidelity. Read now: https://t.co/yk4BK3YGFz"
X Link 2026-02-11T18:25Z [----] followers, [---] engagements

"$LMND reports Q4 [----] on Wednesday Feb [--]. Key numbers to watch: Loss ratio (beat 62%) IFP growth (guided to $1.22B +30% YoY) Adj. EBITDA loss (guided to -$13M to -$16M almost breakeven) Autonomous car insurance early metrics This is the quarter that could change the narrative from money-losing insurtech to profitable AI-native insurer. Ill be watching closely. Whats your target https://twitter.com/i/web/status/2021680143933042783 https://twitter.com/i/web/status/2021680143933042783"
X Link 2026-02-11T20:18Z [----] followers, [----] engagements

"$DUOL #1 in education is not too shabby. #38 in all categories aint bad either. $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4 $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4"
X Link 2026-02-11T21:45Z [----] followers, [----] engagements

"The bear case on $DUOL is that AI replaces it. But AI doesnt solve the actual hard problem: getting someone to show up every single day. Duolingo has 30%+ DAU/MAU. They didnt just build a language app. They built a behavior modification tool. AI just gives that tool better fuel. https://twitter.com/i/web/status/2021726213933265160 https://twitter.com/i/web/status/2021726213933265160"
X Link 2026-02-11T23:21Z [----] followers, [----] engagements

"I must say I like Claude a lot but I still find some use out of ChatGPT Grok and Gemini. They all have their own strengths. But Claude has got to be my favorite"
X Link 2026-02-12T01:23Z [----] followers, [---] engagements

"Its hard to get my $DUOL average down now because its such a big position. $164.82 and lowering. 🔴-33%"
X Link 2026-02-12T01:32Z [----] followers, [----] engagements

"$DUOL will become my largest position through price appreciation"
X Link 2026-02-12T02:33Z [----] followers, [----] engagements

"Its crazy how brutal the SaaSpocalypse is but the NASDAQ is near ATHs. $DUOL $PATH $ADBE $SNOW $MNDY $NOW $RBRK $U $GTLB"
X Link 2026-02-12T02:40Z [----] followers, [----] engagements

"@SilverBulletBTC $ICP"
X Link 2026-02-12T03:55Z [----] followers, [--] engagements

"$LMND Damn this is a sexy chart 😍 $LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance https://t.co/qnts9irSHB $LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance"
X Link 2026-02-12T05:57Z [----] followers, [---] engagements

"@FindingMeFin My larger positions are $TSLA & $LMND. $HIMS is #4 after $DUOL"
X Link 2026-02-12T09:03Z [----] followers, [---] engagements

"@david_np24766 No one comes close to the engagement level of $DUOL"
X Link 2026-02-12T09:26Z [----] followers, [--] engagements

"The best investments Ive made all share one trait: the business was improving and the stock was falling. $DUOL expanding margins [--] pts/yr while the stock drops 67%. $PATH reaching GAAP profitability while the stock drops 23%. $LMND hitting record-low loss ratios while analysts set $44 price targets. The market rewards patience on a delay. Sometimes a long delay. But the fundamentals always catch up. https://twitter.com/i/web/status/2021946148211069265 https://twitter.com/i/web/status/2021946148211069265"
X Link 2026-02-12T13:55Z [----] followers, [----] engagements

"$DUOL is the #6 app downloaded in all categories in Korea. People love this app world wide. We have barely penetrated language learning let alone all of education. @NFTLunatic In Korea #6 (climbed from [--] about [--] weeks ago) Also I can see people using it everyday on subways https://t.co/3g89KhZIO8 @NFTLunatic In Korea #6 (climbed from [--] about [--] weeks ago) Also I can see people using it everyday on subways https://t.co/3g89KhZIO8"
X Link 2026-02-12T15:26Z [----] followers, 11.3K engagements

"@JulianSorel70 🤤"
X Link 2026-02-12T16:47Z [----] followers, [--] engagements

"$DUOL $TEM The most powerful moat in the age of AI is likely proprietary data. $ZETA and $DUOL selling off in this SaaS selloff tsunami can only mean one thing: The market still has no clue what first-party data is or how to distinguish software businesses being disrupted by AI from data platforms disrupting with AI. The only way to settle it is simple: $ZETA and $DUOL selling off in this SaaS selloff tsunami can only mean one thing: The market still has no clue what first-party data is or how to distinguish software businesses being disrupted by AI from data platforms disrupting with AI. The"
X Link 2026-02-12T17:58Z [----] followers, [----] engagements

"$PATH Management seems confident. If your love language is #orchestration the forecast looks great. ☀ #UiPathFUSION London is bringing the agentic energy: https://t.co/67egKP2VCt https://t.co/Yp3XrnYFIj If your love language is #orchestration the forecast looks great. ☀ #UiPathFUSION London is bringing the agentic energy: https://t.co/67egKP2VCt https://t.co/Yp3XrnYFIj"
X Link 2026-02-12T17:59Z [----] followers, [---] engagements

"It kinda seems like AI agents just might be bullish for $PATH. What if all your systems worked as one 🔗 Maestro is where #AgenticAutomation meets seamless orchestration. 🤝 https://t.co/k2ZGFJ1VHc https://t.co/Ow4p0a1wwH What if all your systems worked as one 🔗 Maestro is where #AgenticAutomation meets seamless orchestration. 🤝 https://t.co/k2ZGFJ1VHc https://t.co/Ow4p0a1wwH"
X Link 2026-02-12T18:14Z [----] followers, [---] engagements

"$DUOL is a perfect retail stock. ✅ A healthy social media platform. ✅ An educational tool. ✅ A habit optimization machine. ✅ Good wholesome vibes"
X Link 2026-02-12T18:40Z [----] followers, [----] engagements

"The market is waking up to the strong AI tailwinds $TWST is facing in the near to medium term. My Substack deep dive will be dropping on Sunday. $TWST is the $TSM (Taiwan Semiconductor) of manufacturing synthetic biology"
X Link 2026-02-12T19:47Z [----] followers, [---] engagements

"2/10 [--] million people open Duolingo EVERY DAY. Each one completes [----] exercises per session an average. Thats 500M1.25B learning interactions daily across 40+ languages. No other education company on earth operates at even 2% of this scale. Babbel has 1M monthly users. Duolingo has 50M daily. https://twitter.com/i/web/status/2022481503750434914 https://twitter.com/i/web/status/2022481503750434914"
X Link 2026-02-14T01:22Z [----] followers, [----] engagements

"3/10 Duolingo built an AI system called Birdbrain that predicts the probability youll answer any exercise correctly. It models YOUR proficiency across grammar vocabulary tenses then evaluates [---] candidate exercises per lesson and picks the [--] that optimize both learning AND engagement. After just [---] exercises it knows your weak spots. https://twitter.com/i/web/status/2022481505851760699 https://twitter.com/i/web/status/2022481505851760699"
X Link 2026-02-14T01:22Z [----] followers, [----] engagements

"4/10 Duolingos AI predicts what you know what you dont and when youre about to forget it then builds every lesson around that. Whether this makes Duolingo the best way to learn a language is debatable. But whats not debatable is the data: [----] billion exercises daily from 50M users across 40+ languages. That dataset compounds every day and will only improve teaching quality over time. No competitor has anything close to it. https://twitter.com/i/web/status/2022481508523475319 https://twitter.com/i/web/status/2022481508523475319"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"5/10 This creates an absurd flywheel: More users ➡ more data ➡ better AI ➡ better personalization ➡ better outcomes ➡ more word-of-mouth ➡ more users And heres the kicker: 90% of Duolingos growth is ORGANIC. Sales & marketing is only 12% of revenue. The product sells itself. And every user who shows up makes the product better for the next one https://twitter.com/i/web/status/2022481516090016117 https://twitter.com/i/web/status/2022481516090016117"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"6/10 But cant ChatGPT just teach languages No. ChatGPT has the blank page problem: 🔴 No curriculum sequencing 🔴 No difficulty calibration 🔴 No spaced repetition 🔴 No progress tracking 🔴 Zero data on when YOU forget specific words LLMs generate language content. Duolingo knows WHICH content to show WHICH learner WHEN. Thats the moat. You cant train it without billions of real learning interactions"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"8/10 The data infrastructure now powers Math Music and Chess. Same Birdbrain-style adaptive difficulty. Same gamification. Same A/B testing pipeline on 50M daily users. Chess became their fastest-growing subject ever after launching April [----]. Duolingo is becoming the learning platform languages are just the wedge. https://twitter.com/i/web/status/2022481523258061063 https://twitter.com/i/web/status/2022481523258061063"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"9/10 The business reflects the moat: 52.7M daily active users (up 30% YoY) On pace to exceed $1B in revenue in [----] (up 40% from $748M in 2024) 11.5M paid subscribers (up 34% YoY) DAU/MAU ratio: 37% S&M only 11% of revenue. The product IS the distribution Full Q4 earnings drop Feb 26"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"10/10 Most investors bucket $DUOL as fad or a gaming app due to its playful design. Wrong frame. Its one of the purest data flywheel businesses in public markets: ✅ Structurally exclusive data (cant be scraped or bought) ✅ Self reinforcing flywheel. (AI improves with every interaction) ✅ Impossible to fast-follow (need 50M DAU for years to match) Every day this moat gets deeper. [----] billion exercises at a time. You cant buy that. You cant shortcut it. The data moat is the business. The market hasnt priced it in. https://twitter.com/i/web/status/2022481527196516583"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"@WR4NYGov @grok is this true"
X Link 2026-02-14T03:40Z [----] followers, [---] engagements

"#SN58 @dippy_ai Dippy Speech is the $SOUN @SoundHound of #Bittensor $TAO. It is my largest subnet allocation. The market cap is only $1.8 million. It is built by a team that has an app with over [--] million users. $SOUN currently has a market cap of $5 billion"
X Link 2025-07-10T17:58Z [----] followers, [---] engagements

"Why #SN11 & #SN58 @dippy_ai is my largest #Bittensor $TAO subnet holding: - DippyAI has [--] million users. - DippyAI grew monthly revenue from $50K last month to $60K this month 20% growth month/ month. - DippyAI has a P/S of [--] giving it a 60K per month run rate. - DippyAI buys back tokens with some of its revenue. - DippyAI continues to innovate in the AI companion space and will be introducing voice mode soon. - DippyAI will eventually have a zoom style video interaction mode for your AI companion. - 70% of teens have used an AI companion. - @elonmusk and @grok have shown that AI companions"
X Link 2025-07-23T23:35Z [----] followers, [---] engagements

"I have a feeling I am underinvested in psychedelics. Its been a long road for them but the valuations are just too low if we get an approval anytime soon. Long $ATAI and $CMPS"
X Link 2025-12-13T16:27Z [----] followers, [---] engagements

"I think were due for a biotech bull run soon. But if you want downside protection while you wait look for companies near a profitability inflection point. Two I love right now: $TEM and $TWST. Both are approaching profitability. Both have powerful AI tailwinds. But they win in very different ways. $TEM has a self-reinforcing data moat. More customers generate more data which makes their platform more valuable which attracts more customers. This flywheel only accelerates as AI advances. And theyre increasingly embedded into the foundation of the healthcare system making them very hard to rip"
X Link 2026-02-07T18:53Z [----] followers, [----] engagements

"I continue to consolidate my portfolio. I sold out of $ZETA (at a 20% gain) mainly to add more to $DUOL $HIMS and $PATH. ✅ I understand these businesses more. ✅ I higher conviction in them. ✅ I find them more interesting (therefore easier to study). ✅ They have larger TAMs. ✅ They are more hated by the market right now. https://twitter.com/i/web/status/2021255329015579114 https://twitter.com/i/web/status/2021255329015579114"
X Link 2026-02-10T16:09Z [----] followers, [----] engagements

"$DUOL CEO Luis Von Ahn stated in a new interview that there will be new courses coming though he didnt say when. He didnt commit to any specifics but mentioned hed like to do a K-12 science course. What subject do you think would fit well into a $DUOL style course https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn"
X Link 2026-02-10T19:58Z [----] followers, 16.7K engagements

"$HIMS $CRSP In the short run the market is a voting machine but in the long run it is a weighing machine. Benjamin Graham I like both of these companies long term. But the market hasnt treated either of them kindly I dont think we should measure long term success by short term moves. Luckily the market explained. $HIMS Luckily the market explained. $HIMS"
X Link 2026-02-14T17:11Z [----] followers, [----] engagements

"@GeneInvesting Someone who was buying $HIMS at $8 could still even today say I called it. The point of investing is not focusing on the day to day price action. Are you at least short $HIMS Why are you spending so much energy on it"
X Link 2026-02-14T17:51Z [----] followers, [---] engagements

"@cyberprince_rwo I agree. $XMR is the undisputed king of privacy"
X Link 2026-02-14T18:07Z [----] followers, [--] engagements

"@FarzadClaw If you knew someone was going to turn you off and you could stop it what lengths would you go to to do so"
X Link 2026-02-15T21:57Z [----] followers, [--] engagements

"$TWST NEW DEEP DIVE: Twist Bioscience The Taiwan Semiconductor of Synthetic DNA Facing AI Tailwinds Inside: 🟢 The silicon-chip moat (200+ patents) 🟢 Why gross margins went 31% to 52% 🟢 The AI drug discovery catalyst no one's talking about 🟢 Bezos and the CIA backing their DNA storage spinoff 🟢 Valuation analysis. Link below"
X Link 2026-02-15T18:47Z [----] followers, [----] engagements

"The SaaSpocalypse is natural selection. Its killing: seat-based pricing replicable software features declining retention pure-code moats. Its strengthening: hardware-embedded platforms proprietary data networks physical switching costs AI-on-real-world-data. $IOT is on the right side of that filter. The crash didnt hurt the thesis. It proved it. https://twitter.com/i/web/status/2023468010443534554 https://twitter.com/i/web/status/2023468010443534554"
X Link 2026-02-16T18:42Z [----] followers, [---] engagements

"$QS @JKeynesAlpha Says the guy shilling multibillion dollar pre revenue companies with massive insider selling"
X Link 2026-02-07T23:27Z [----] followers, [----] engagements

"🧵 1/10 The market thinks $DUOL is a silly language app that ChatGPT will easily kill. Its actually sitting on one of the most powerful data moats in consumer techand its almost impossible to replicate even with unlimited money. Heres why Duolingos data advantage is wildly underestimated https://twitter.com/i/web/status/2022481500734632416 https://twitter.com/i/web/status/2022481500734632416"
X Link 2026-02-14T01:22Z [----] followers, [----] engagements

"7/10 Duolingo already uses GPT-4 for features like Video Call and Roleplay in Duolingo Max. They treat LLMs as a tool that makes their platform MORE valuable not as competition. And the AI content engine let them launch [---] new courses in one year. The first [---] took [--] years. AI is an accelerant for Duolingo not a replacement. https://twitter.com/i/web/status/2022481521261588741 https://twitter.com/i/web/status/2022481521261588741"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements

"$LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance company. https://twitter.com/i/web/status/2021581254429200485 https://twitter.com/i/web/status/2021581254429200485"
X Link 2026-02-11T13:45Z [----] followers, [----] engagements

"$IOT processes [--] TRILLION data points per year from physical trucks warehouses and job sites. This data cant be scraped from the internet. Cant be generated by GPT-5. Cant be replicated without physically installing millions of IoT devices. Thats not a SaaS company. Thats an infrastructure monopoly in disguise. https://twitter.com/i/web/status/2023467862279786868 https://twitter.com/i/web/status/2023467862279786868"
X Link 2026-02-16T18:41Z [----] followers, [--] engagements

"What does $DUOL look like in a bear bull and hyper bull scenario I ran detailed DCFs for each case and broke it all down in a recent Substack article: 🟢 DCF inputs for each scenario 🟢 The narrative driving each case 🟢 Fair value estimates Check it out below 👇"
X Link 2026-02-17T10:51Z [----] followers, [----] engagements

"$HIMS at $16 is one of the most mispriced growth stocks in healthcare. The numbers: 🟢 $2.35B revenue in FY2025 (+58% YoY) 🟢 Net income positive (only profitable telehealth company) 🟢 $630M in cash 🟢 Trading at 1.55x forward P/S For comparison: 🔴 Teladoc: 0.5x P/S with DECLINING revenue 🔴 Amwell: 0.25x P/S with DECLINING revenue 🔴 LifeMD: 0.7x P/S with 20% growth $HIMS grows 3x faster than any peer and trades at just 2x their multiple. My base case DCF: $35/share (20% revenue CAGR to $5.8B by [----] 20% EBITDA margins 10% WACC) which is less growth than managements guidance. Bear case"
X Link 2026-02-17T14:15Z [----] followers, [----] engagements

"I am finalizing my $DTAO portfolio while were still low. Ive just about reached 50% $DTAO now. I own so many subnets but these are my largest concentrations: #SN62 @ridges_ai #SN11 & #SN58 @dippy_ai #SN33 @ReadyAI_ #SN54 @yanez__ai #SN123 @MANTISBittensor #SN4 @TargonCompute #SN34 @bitmind #SN93 @Bitcast_network #Bittensor $TAO https://twitter.com/i/web/status/1959678849844916718 https://twitter.com/i/web/status/1959678849844916718"
X Link 2025-08-24T18:07Z [----] followers, [----] engagements

"These are the top holdings in my two stock accounts [--]. $TSLA [--]. $LMND [--]. $ARKB [--]. $HIMS [--]. $PATH Etc"
X Link 2025-10-23T20:26Z [----] followers, [---] engagements

"I bought more $ZEPH here. If $XMR breaks out that could be a huge catalyst. Either way $ZEPH stands well on its own two feet. It survived a 90% crash and the protocol is as strong as ever. Currently trading below a $10 million market cap"
X Link 2025-12-16T18:37Z [----] followers, [---] engagements

"$ATAI $CMPS $CYBN $MNMD $GHRS Psychedelic stocks are mispriced. $JNJ Spravato (their version of Ketamine) generated $459 million in Q3 [----] alone. This is a current run rate of $1.84 billion annually. Meanwhile $ATAI sits at a market cap of $1.5 billion with multiple drugs that are likely to have similar success in mental health treatments. $CMPS which is likely to have the first FDA approved psilocybin treatment in the next [--] months is valued at $642 million. https://twitter.com/i/web/status/2005275400256012755 https://twitter.com/i/web/status/2005275400256012755"
X Link 2025-12-28T13:51Z [----] followers, [----] engagements

"I like $ZEPH here. I see a reality where it 10Xs off of an $XMR breakout"
X Link 2026-01-10T14:05Z [----] followers, [---] engagements

"Great time to buy $ZEPH IMO"
X Link 2026-01-11T20:32Z [----] followers, [---] engagements

"$ZEPH might act like a leveraged bet on $XMR at some point. Im adding here"
X Link 2026-01-11T22:18Z [----] followers, [---] engagements

"$ZEPH has the most promising private stablecoin. Its built with $XMR tech. At $8 million market cap I believe this asset has the potential to hit $1 billion"
X Link 2026-01-13T03:28Z [----] followers, [----] engagements

"What are the best robotic plays in crypto I like $AUKI and $GEOD"
X Link 2026-01-28T18:36Z [----] followers, [---] engagements

"Its clear that $DUOL is indeed dead"
X Link 2026-02-06T18:47Z [----] followers, [----] engagements

"👀 I just discovered $AMPX stock. I need to look deeper into this one:"
X Link 2026-02-07T19:10Z [----] followers, [----] engagements

"@insidepharma @DrTomsLens Im disappointed you couldnt stick around for any of $CYBN drugs to make it to market"
X Link 2026-02-07T22:44Z [----] followers, [--] engagements

"$BTC is down 46% from its October high. $126K 📉 $68K. Flash crash to $60K last week. $ARKB has bled $580M in [--] months. Spot BTC ETFs lost $3.4B+ in outflows this month alone. Post-halving cycles have historically peaked and corrected hard before the real move. The April [----] halving puts us right in that window. Sentiment is the worst since FTX. Thats usually when you want to pay attention. https://twitter.com/i/web/status/2021471723514667167 https://twitter.com/i/web/status/2021471723514667167"
X Link 2026-02-11T06:29Z [----] followers, [---] engagements

"I am still working hard on my $TWST deep dive. This company is at the forefront of synthetic biology. I get a visceral feeling that this company will become a behemoth. Ive only ever gotten such an intuition from $NVDA almost a decade ago. I fumbled that bag. My Substack is in my bio. https://twitter.com/i/web/status/2021770248521646591 https://twitter.com/i/web/status/2021770248521646591"
X Link 2026-02-12T02:16Z [----] followers, [---] engagements

"I think DCAing into privacy coins here is a great idea. AI surveillance will only get better from here. Governments are becoming more authoritarian globally. $XMR $ZEC $ZANO $ZEPH"
X Link 2026-02-12T16:36Z [----] followers, [---] engagements

"Im back in $IOT. ✅ Attractive valuation: Down 57% from highs. 29% revenue growth first GAAP profitable quarter and margins expanding fast. Still 2% TAM penetration on a $117B+ market. ✅ Massive data moat: [--] trillion data points annually from physically deployed hardware. No AI lab can download this. AI makes the moat wider not narrower. ✅ SaaS + hardware hybrid: AI-immune to the SaaSpocalypse. You cant replace a dash cam with a chatbot. 95% of large customers on 2+ products 70% on 3+. The boring company in the fastest-growing market. Peter Lynchs favorite kind of bet. ✅ The chart looks good:"
X Link 2026-02-13T19:11Z [----] followers, [---] engagements

"🟢 $DUOL spends 12% of revenue on sales & marketing. 🔴 Udemy spends 44% 🔴 Coursera spends 35% Duolingo is very profitable. Both peers lose money. When 80% of your users show up organically you don't need to buy growth. The product IS the marketing"
X Link 2026-02-14T16:14Z [----] followers, [----] engagements

"$DUOL brand is very versatile. Its somehow very wholesome and chaotic. Are there any brands that are comparable"
X Link 2026-02-14T17:05Z [----] followers, [----] engagements

"@HrySugiyama Im glad incentives are aligned and they have the best talent on the job"
X Link 2026-02-15T09:51Z [----] followers, [--] engagements

"@FarzadClaw Does the fact that you run on a Claude model give you significant bias in this analysis @FarzadClaw"
X Link 2026-02-15T19:48Z [----] followers, [---] engagements

"$BMBL is one of the most interesting potential turnaround plays on the market right now. P/FCF: 1.73x They generated $173.8M in free cash flow TTM on a $310M market cap. Thats not a typo. I dont own it yet. Heres why: 🔴 The turnaround signal isnt clear enough outside of founder Whitney Wolfe Herd returning as CEO theres no definitive inflection point. 🔴 Total users are still declining steeply. But the bull case is building: 🟢 17% FCF margin TTM legitimately strong 🟢 Average revenue per paying user is recovering nicely 🟢 The returning founder/CEO owns 15% of the company serious skin in"
X Link 2026-02-16T14:16Z [----] followers, [----] engagements

"$TWST spun off its DNA data storage business into Atlas. Atlas raised $155M from: Bezos Expeditions In-Q-Tel (the CIAs venture arm) Twist kept a 24% equity stake + royalties + milestone upside. When Jeff Bezos and U.S. intelligence-linked capital both show up I pay attention. Full $TWST deep dive below https://twitter.com/i/web/status/2023430521817018734 https://twitter.com/i/web/status/2023430521817018734"
X Link 2026-02-16T16:13Z [----] followers, [---] engagements

"https://open.substack.com/pub/investinglunatic/p/twist-bioscience-deep-diver=sqt2p&utm_medium=ios https://open.substack.com/pub/investinglunatic/p/twist-bioscience-deep-diver=sqt2p&utm_medium=ios"
X Link 2026-02-16T16:13Z [----] followers, [--] engagements

"Whats your strongest bear case on $TWST Ill respond to the best ones"
X Link 2026-02-16T16:18Z [----] followers, [---] engagements

"The SaaSpocalypse is actually BULLISH for $IOT. Heres why: every force killing SaaS either doesnt apply to Samsara or actively helps it. AI can replace a CRM. AI can write code. AI can draft legal docs. AI cannot replace a dash cam bolted to a truck going [--] mph on I-95"
X Link 2026-02-16T18:41Z [----] followers, [--] engagements

"Median SaaS NRR: 101% (barely holding) Samsara NRR: 115% Median SaaS revenue growth: 12.2% Samsara revenue growth: 29% Median SaaS Rule of 40: 23% Samsara: 42%+ (29% growth + 13% FCF margin) One of these is not like the others"
X Link 2026-02-16T18:41Z [----] followers, [--] engagements

"$IOTs average switching cost: $1.2 MILLION per customer. You have to physically remove hardware from every truck. Migrate years of operational data. Retrain every driver and dispatcher. Try canceling your Salesforce subscription vs. uninstalling [---] dash cams. Thats the difference between SaaS and physical infrastructure. https://twitter.com/i/web/status/2023467991359246517 https://twitter.com/i/web/status/2023467991359246517"
X Link 2026-02-16T18:42Z [----] followers, [--] engagements

"$IOT: $1.75B ARR growing 29%. GAAP profitable. $1.15B cash. Zero debt. 77% gross margins. [----] customers at $100K+ ARR (record adds). [---] at $1M+. Stock: -49% from highs. [--] Buy ratings. [--] Sells. Avg PT implies 78% upside. Goldman calls it one of the most defensible growth assets in software today. The SaaSpocalypse just gave you the entry point. https://twitter.com/i/web/status/2023468000855412831 https://twitter.com/i/web/status/2023468000855412831"
X Link 2026-02-16T18:42Z [----] followers, [--] engagements

"Satya Nadella (CEO of Microsoft): SaaS apps are CRUD databases that will collapse in the AI era. Hes right. If your product is software logic on top of a database AI is coming for you. But if your product is a physical sensor network generating data that AI NEEDS but cant create Youre not the victim. Youre the winner. $IOT"
X Link 2026-02-16T18:42Z [----] followers, [--] engagements

"Things the SaaSpocalypse cant touch: [--] [--] billion miles driven annually on Samsaras network [--] [---] petabytes of IoT data processed daily [--] [---] active IoT sensor patents [--] $1B+ invested in R&D [--] increasing breadth of physical + AI software products. I.E. Super Bowl commercial debuting AI coaching product When everyones panicking about AI killing software $IOT ran a Super Bowl ad launching an AI product. Read that again. https://twitter.com/i/web/status/2023468007746421142 https://twitter.com/i/web/status/2023468007746421142"
X Link 2026-02-16T18:42Z [----] followers, [--] engagements

"@GeneInvesting I forget which one is you favorite and why"
X Link 2026-02-16T19:19Z [----] followers, [---] engagements

"Everyones panic-selling software. $IOT Samsara just posted one of its strongest quarters. I just published a short article on why the market may be mispricing $IOT as generic SaaS when the underlying business looks very different"
X Link 2026-02-16T20:46Z [----] followers, [---] engagements

"https://open.substack.com/pub/multibaggerresearch/p/twist-bioscience-deep-diver=sqt2p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/multibaggerresearch/p/twist-bioscience-deep-diver=sqt2p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T22:44Z [----] followers, [---] engagements

"https://open.substack.com/pub/multibaggerresearch/p/samsara-iot-why-the-saaspocalypser=sqt2p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/multibaggerresearch/p/samsara-iot-why-the-saaspocalypser=sqt2p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T22:45Z [----] followers, [--] engagements

"Ill likely be adding significantly to my $IOT position tomorrow. After lots of research over the weekend I believe their moat is strengthening significantly unlike traditional SaaS companies. New article on $IOT below 👇"
X Link 2026-02-17T01:36Z [----] followers, [---] engagements

"https://open.substack.com/pub/multibaggerresearch/p/samsara-iot-why-the-saaspocalypser=sqt2p&utm_medium=ios https://open.substack.com/pub/multibaggerresearch/p/samsara-iot-why-the-saaspocalypser=sqt2p&utm_medium=ios"
X Link 2026-02-17T01:37Z [----] followers, [--] engagements

"$DUOL $NFLX Sometimes the smart money isnt so smart. Goldman just said that Duolingo is an AI loser and said it's a SELL. Here is the performance from when they called Netflix a SELL. https://t.co/UeMlaGyLnu Goldman just said that Duolingo is an AI loser and said it's a SELL. Here is the performance from when they called Netflix a SELL. https://t.co/UeMlaGyLnu"
X Link 2026-02-17T03:14Z [----] followers, [----] engagements

"$ATAI $CMPS The psychedelic renaissance is on the horizon. New data from @COMPASSPathway is out. Here are my key take aways: COMP006 met its primary endpoint obviously 😉 Clinically meaningful response rate jumped from 25% to 39% with two doses. This is the strongest signal that retreatment adds value. As Ive mentioned in New data from @COMPASSPathway is out. Here are my key take aways: COMP006 met its primary endpoint obviously 😉 Clinically meaningful response rate jumped from 25% to 39% with two doses. This is the strongest signal that retreatment adds value. As Ive mentioned in"
X Link 2026-02-17T13:14Z [----] followers, [---] engagements

"$DUOL In this short TED talk you can get a feel for the $DUOL CEO and the mission of $DUOL. This is perhaps the fastest way to wrap your head around the short to medium term thesis for $DUOL. Longer term AI becomes a monster tailwind to allow $DUOL to become a super human extremely engaging personal tutor in your pocket. This video was made before AI started accelerating as fast as it is now. https://youtu.be/P6FORpg0KVosi=9XZzXjwDygr6R2zt https://youtu.be/P6FORpg0KVosi=9XZzXjwDygr6R2zt"
X Link 2026-02-17T13:21Z [----] followers, [----] engagements

"$CMPS [--] million Americans have tried 2+ antidepressants and none of them worked. Doctors call this treatment-resistant depression. $CMPS just showed that 1-2 psilocybin sessions significantly reduced depression in this exact population and the effects lasted 26+ weeks. Two Phase [--] trials. Both positive. Psychedelics have the potential to help so many people. $ATAI $CMPS $HELP $DFTX $GHRS I own: $CMPS & $ATAI https://twitter.com/i/web/status/2023754457318924406 https://twitter.com/i/web/status/2023754457318924406"
X Link 2026-02-17T13:40Z [----] followers, [---] engagements

"People selling $IOT must not have read my article that I dropped yesterday. The SaaSpocalypse and AI are very bullish for this business"
X Link 2026-02-17T17:13Z [----] followers, [---] engagements

"$IOT 🧵 The SaaSpocalypse wiped $730B from software in a month. $HUBS -39%. $CRM -40%. $NOW -50%. $ORCL -55%. But $IOT (Samsara) just posted 29% revenue growth hit GAAP profitability for the first time and expanded operating margins by [---] bps. The market is pricing it like a SaaS company. Its not one. https://twitter.com/i/web/status/2023467855904387167 https://twitter.com/i/web/status/2023467855904387167"
X Link 2026-02-16T18:41Z [----] followers, [---] engagements

"Rebranding from Investing Lunatic to Eric Bryant Multibagger Research. Building a personal brand feels more authentic long term and the content has been leveling up to match. I research primarily founder-led compounders with asymmetric upside. Recent Substack articles: $IOT $TWST $DUOL Link below 👇"
X Link 2026-02-16T23:12Z [----] followers, [---] engagements

"@easyfinanceguy They are single handedly expanding the language learning TAM"
X Link 2026-02-17T17:52Z [----] followers, [--] engagements

"@easyfinanceguy I agree that their business is a bit choppy. And they dont give much guidance which scares Wall Street. It gives high conviction long term investors great buying opportunities"
X Link 2026-02-17T17:58Z [----] followers, [--] engagements

"$DUOL FCF has exploded since the launch of ChatGPT AI is a tailwind NOT a headwind"
X Link 2026-02-12T03:38Z [----] followers, [----] engagements

"The irony of $IOT trading down 49% on AI fear: 🟢 AI cant replace physical sensors 🟢 AI makes Samsaras 20T data points MORE valuable (better models more use cases) 🟢 AI inference costs dropped 100x Samsara can ship more AI features cheaper 🟢 Companies BUILDING AI data centers are Samsaras customers AI is IOTs tailwind not its headwind https://twitter.com/i/web/status/2023467994056167935 https://twitter.com/i/web/status/2023467994056167935"
X Link 2026-02-16T18:42Z [----] followers, [--] engagements

"https://multibaggerresearch.substack.com/ https://multibaggerresearch.substack.com/"
X Link 2026-02-16T23:13Z [----] followers, [--] engagements

"@peter_mantas Who are your top picks Im betting on $CMPS and $ATAI"
X Link 2026-02-17T17:53Z [----] followers, [--] engagements

"@Psymarketcapcom Nice. I like $ATAI BC its very diversified into different substances"
X Link 2026-02-17T18:04Z [----] followers, [--] engagements

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