@TheStockerMan Stocker-Man

Stocker-Man posts on X about $hims, $oscr, $sofi, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-------] +432%
[--] Month [-------] +432%
[--] Months [-------] +705%
[--] Year [-------] -7.90%

Mentions: [--] #

[--] Week [--] +82%
[--] Month [---] +118%
[--] Months [---] +297%
[--] Year [---] +75%

Followers: [---] #

[--] Week [---] +24%
[--] Month [---] +35%
[--] Months [---] +122%
[--] Year [---] +346%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 81.97% finance 20.49% cryptocurrencies 16.39% technology brands 12.3% automotive brands 9.02% celebrities 3.28% countries 0.82%

Social topic influence $hims #48, $oscr #19, $sofi #83, $nbis #81, growth 13.93%, $zeta #52, $path #16, $tsla #308, sentiment #388, longterm #508

Top accounts mentioned or mentioned by @investingmn @themomentumplay @5xcap @theeteddyted @investingwithac @jakebrowatzke @uboat159 @highimpactinfo @investor1fact @grok @rbiancous @cameronboswell8 @networthnotes @juliansorel70 @ashton1nvests @spadan25 @hwangjunhoe @zerfindme @stevetuchner @qualcompounders

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) RAI Finance (SOFI) Nebius Group N.V. Class A Ordinary Shares (NBIS) ZetaChain (ZETA) UiPath, Inc. (PATH) Tesla, Inc. (TSLA) Lemonade, Inc. (LMND) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Duolingo, Inc. (DUOL) Alphabet Inc Class A (GOOGL) DisChain (DIS) Novo-Nordisk (NVO) SoFi Technologies, Inc. Common Stock (SOFI) Robinhood Markets, Inc. (HOOD) Verizon Communications Inc. (VZ) Royal Bank of Canada (RY) 8B People vs [-----] Billionaires (8B)

Top Social Posts

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

"I dont think people fully get what LABS could become for $HIMS. Function Health is valued around $2.5B on roughly $100M in revenue. Thats about a 25x sales multiple. The market clearly sees it as a data-driven health platform not just a lab company. With that being said $HIMS LABS launched and hasnt even meaningfully shown up in earnings yet. We havent seen what this can scale to. Function gives you results then you still have to go figure out treatment elsewhere. SO WHAT HAPPENS $HIMS lets you test get results get treated all inside the same ecosystem. That closed loop is powerful. If the"
X Link 2026-02-13T23:47Z [---] followers, 12.2K engagements

"@RBiancoUS Yeah for sure 🤝 $ZETA AI angle + the execution has been super clean. $PLMR looks interesting too those earnings numbers are solid. Gonna check it out"
X Link 2026-01-25T21:17Z [---] followers, [---] engagements

"The whole market tanked today but my only green position was $HIMS +4% 🟢 This is literally the perfect setup for a big comeback. Sentiment at absolute bottom Short interest higher than ever Volume drying up the lower it goes Fundamentals still improving This is a prime example of how price action shapes the narrative. While everyones focused on the chart $HIMS just dropped their new Super Bowl ad: Rich People Live Longer. Looks like theyre pivoting away from being hyper-focused on GLP-1s toward a broader preventative healthcare message. Honestly Thats exactly what I wanted to see. Love it."
X Link 2026-01-29T21:35Z [---] followers, [---] engagements

"$PLTR is giving you a preview of what $PATH can become. Software isnt dead non-AI software is. The future belongs to platforms that use AI to optimize how work actually gets done. Even Zuck has confirmed theyre now seeing real value from AI agents. And thats the key shift: 👉 Agents are starting to work. 👉 That unlocks entirely new products. 👉 And fundamentally changes how businesses operate. Hard not to be bullish. What $PATH is building with Maestro matters $PATH Maestro orchestrates swarms of AI agents to automate entire end-to-end business processes not just tasks. Think: Multiple"
X Link 2026-02-03T19:31Z [---] followers, [----] engagements

"Ive managed to increase my $HIMS position by 50% this pullback Ive also heavily added to my $NBIS $SOFI & $ZETA positions. [--] months from now no one will remember this pullback"
X Link 2026-02-06T03:18Z [---] followers, [----] engagements

"FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. $HIMS is now under $20. Please dont confuse short-term regulatory noise with long-term platform value. Earnings in [--] weeks Super Bowl commercial this weekend Im not selling a single share. See you in [--] years. https://twitter.com/i/web/status/2019918236607754654 https://twitter.com/i/web/status/2019918236607754654"
X Link 2026-02-06T23:36Z [---] followers, [----] engagements

"FYI after [--] straight double beats and guidance raises + partnership with OpenAI $ZETA is down 30% from 52-week high"
X Link 2026-02-06T23:43Z [---] followers, [---] engagements

"@CameronBoswell8 @mikealfred Penny stock status 😭😭🙏🏻🙏🏻 Cmon brother"
X Link 2026-02-06T23:45Z [---] followers, [---] engagements

"$OSCR has been oddly quiet on X the last few weeks. The stock is just sitting at $12. $OSCR today: $1.5B cash $700M in free cash flow $2.9B market cap Read that again. Medical cost ratios are stabilizing. Cash keeps piling up. Execution keeps improving"
X Link 2026-02-06T23:56Z [---] followers, [----] engagements

"@NetWorthNotes $ZETA $SOFI $NBIS and lots and lots of $HIMS"
X Link 2026-02-07T00:24Z [---] followers, [---] engagements

"@investingMN $OSCR membership is up 12000%+ since inception (2012) now serving 2M+ members real traction"
X Link 2026-02-07T00:43Z [---] followers, [---] engagements

"@investingMN $OSCR doesnt need ACA to survive. ACA makes [----] profitability easier not possible"
X Link 2026-02-07T00:59Z [---] followers, [---] engagements

"@TuftingPotion Like"
X Link 2026-02-07T15:40Z [---] followers, [--] engagements

"Anything under 30$ is a great buy for $SOFI. I trust Anthony Noto. Hes been consistent for years: Build a profitable vertically integrated financial platform"
X Link 2026-02-07T19:03Z [---] followers, [---] engagements

"$HIMS is still my 4th largest position despite going from 65$ to sub 20$ My longterm thesis has not changed"
X Link 2026-02-07T19:13Z [---] followers, [----] engagements

"$OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies have been expired since the end of [----] politics once again putting coverage for millions at risk. Frustrating but it is what it is. Although $OSCR already planned for this. Guidance was built assuming no extension and despite that theyre still set up for margin expansion in [----]. 12$ is really really cheap here https://twitter.com/i/web/status/2020251614393536853 https://twitter.com/i/web/status/2020251614393536853"
X Link 2026-02-07T21:41Z [---] followers, [----] engagements

"Id also like to mention that $OSCR isnt built around ACA subsidies the way people assume. Management already modeled no subsidy extension into guidance. Theyve tightened risk selection and pricing so unprofitable members arent chased just for growth. Their tech + care model lowers medical costs reducing reliance on subsidies. They exited bad markets and focus where unit economics work with or without ACA help. Subsidies help at the margin but for $OSCR theyre not existential. Thats the disconnect the market is missing. $OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies"
X Link 2026-02-07T21:43Z [---] followers, [----] engagements

"@JulianSorel70 Alright bro 😭 These $HIMS bears are nuts lol"
X Link 2026-02-07T22:33Z [---] followers, [---] engagements

"@themomentumplay Which biotech companies you like"
X Link 2026-02-08T11:18Z [---] followers, [--] engagements

"$OSCR Multi-year cup & handle forming while fundamentals keep improving. $1.5B cash $700M FCF $2.9B market cap. Markets still asleep"
X Link 2026-02-08T12:05Z [---] followers, [----] engagements

"@Ashton_1nvests Are you looking into $HIMS sub 20$ Ive been following your page for some time. Im also in $SOFI"
X Link 2026-02-08T15:49Z [---] followers, [---] engagements

"Anyone adding $PATH under $13 Strong earnings last quarter ran to $20 now back under $13. Mmm 🤔"
X Link 2026-02-08T16:34Z [---] followers, [----] engagements

"To my fellow $HIMS holders let me know how the commercial looks live 👀"
X Link 2026-02-08T23:13Z [---] followers, 14.6K engagements

"@spadan25 Go hawks and go $HIMS"
X Link 2026-02-08T23:57Z [---] followers, [---] engagements

"$NBIS now up 26% from its lows last week I think $NBIS under 100$ remains a strong buy. Earnings in [--] days"
X Link 2026-02-09T19:19Z [---] followers, [---] engagements

"Alright lets break down $HIMS wild day 👀 Opens down 25% and the headline that spooked everyone: $NVO is asking the court to permanently prohibit $HIMS from selling unapproved compounded medications that allegedly infringe its patents. Heres my take Ive said this before and Ill say it again: I hate how $HIMS is still being viewed as a GLP-1-only story. Ironically if this worst-case scenario actually played out I think it would unlock the real value of the business not destroy it. It would force the market to finally re-rate $HIMS as what it actually is a broad vertically integrated digital"
X Link 2026-02-09T19:27Z [---] followers, [----] engagements

"$OSCR The low end of managements operating income target this year implies just 1% operating margin. For context Mark Bertolini has said that 2.5% net margins can support 0.5x sales in the insurance industry. If $OSCR gets to 2.5% net margin in [----] the stock nearly triples even assuming muted top-line growth. Meanwhile Members up 70% YoY to 3.4M Shares +10% And then they drop this absolute bomb 👇 FULL-YEAR [----] GUIDANCE Revenue: $18.7$19.0B (vs $12.8B Street) MLR: 82.4%83.4% SG&A: 15.8%16.3% Operating Income: $250M$450M Wow Incredible guidance."
X Link 2026-02-10T14:33Z [---] followers, [----] engagements

"$OSCR This is not a 14$ stock"
X Link 2026-02-10T14:35Z [---] followers, [----] engagements

"$OSCR members: 2024: 1.68M 2025: 2.12M 2026: 3.4M Thats 102% growth in just two years. From [----] [----] alone: +60% YoY. $OSCR is growing at a record pace and just raised [----] revenue guidance by $5$6B. Management is openly talking about profitability and margin expansion. Yet the stock is below $14. People loved it at $18. Now its $14 with monster [----] guidance on the table. https://twitter.com/i/web/status/2021320305361219989 https://twitter.com/i/web/status/2021320305361219989"
X Link 2026-02-10T20:28Z [---] followers, [----] engagements

"@investingwithac Ive been holding $OSCR for a year now Not selling a single share till my 45$ price target is met And its coming soon"
X Link 2026-02-10T21:04Z [---] followers, [---] engagements

"Every piece of bad news is already priced into $HIMS. Down 73% from ATH. Earnings in [--] weeks"
X Link 2026-02-10T21:08Z [---] followers, [----] engagements

"@jim_murtagh8 After a monster guidance you can still buy it at 13$. Crazy"
X Link 2026-02-10T21:30Z [---] followers, [--] engagements

"@jakebrowatzke Ive been following you for quite some time LONG $HIMS $PATH 🔥🤝"
X Link 2026-02-11T03:42Z [---] followers, [----] engagements

"$DUOL Now down another 7% today I might be starting a small position here at this price. Oversold imo. $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real https://t.co/jyK4OzCbhW $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+"
X Link 2026-02-11T15:27Z [---] followers, [----] engagements

"$PATH down 10% today now under $12. Last quarter they reported solid earnings with continued operating margin improvement. The business is clearly moving toward sustained profitability. Operating losses have narrowed dramatically since [----] and margins have steadily expanded quarter after quarter. Thats what an inflection looks like. Stock is down 30% this month but fundamentals are trending the opposite direction. Earnings coming soon and this will be one of the first real looks at Maestros impact. If revenue re-accelerates while margins keep improving sentiment flips fast. Under $12 looks"
X Link 2026-02-11T18:18Z [---] followers, [----] engagements

"Will $HIMS finally close green today Down 46% this month. Sentiment at rock bottom. Novo lawsuit noise everywhere. $HIMS bears we going to $10 ✌🏻😭"
X Link 2026-02-11T19:27Z [---] followers, [---] engagements

"Ive been adding a lot of $NBIS last few weeks under 100$ Earnings tomorrow. How do we feel"
X Link 2026-02-12T00:09Z [---] followers, [---] engagements

"@HwangJunhoe I agree Wait until earnings. Although $HIMS is offering an extreme opportunity after this sell off"
X Link 2026-02-12T00:47Z [---] followers, [---] engagements

"@longinvest32 Matt how you feel about $HIMS earnings coming up"
X Link 2026-02-12T00:48Z [---] followers, [---] engagements

"@Leo_Traydes I read this as [--] shares Not 5K shares 😭😭🙏🏻🙏🏻"
X Link 2026-02-12T00:52Z [---] followers, [---] engagements

"$DUOL MAUs and DAUs are literally exploding higher every single year. MAUs: 27M 135M+ DAUs: 5M 50M+ And people are scared that AI is going to replace it We saw this exact same fear trade with $GOOG around the $160 range. Everyone thought OpenAI was going to destroy Googles search dominance overnight. What happened The stock rallied over 100% in the past year. AI didnt kill Google. It strengthened the ecosystem. Same thing here. $DUOL is integrating AI into the product not fighting it. More personalization better retention higher engagement. User growth accelerating + strong margins + zero"
X Link 2026-02-12T00:56Z [---] followers, [----] engagements

"@WheelieInvestor When will you stop trolling $HIMS 😭🙏🏻"
X Link 2026-02-12T01:06Z [---] followers, [---] engagements

"@Ashton_1nvests @jakebrowatzke $HIMS down 75% from ATH yet fundamentals are improving"
X Link 2026-02-12T03:03Z [---] followers, [---] engagements

"@Zerfindme Whats different"
X Link 2026-02-12T04:01Z [---] followers, [--] engagements

"$NBIS will finish green today. Capacity constrained. Not demand constrained"
X Link 2026-02-12T14:28Z [---] followers, [---] engagements

"@stevetuchner With the amount they reinvest capex R&D credits theyre not writing huge tax checks anytime soon"
X Link 2026-02-12T16:30Z [---] followers, [---] engagements

"@keyurthakkar007 makes sense. $NVDA already had the monster run. $AMZN risk/reward just looks cleaner here"
X Link 2026-02-12T16:31Z [---] followers, [---] engagements

"Fear-driven markets should excite you just as much as bull markets. If your long-term thesis hasnt changed but the stock is down 2050% its an opportunity. Past month: $HIMS (-51%) $LMND (-28%) $NBIS (-16%) $OSCR (-22%) $SOFI (-27%) $PATH (-35%) $ZETA (-38%) Did their platforms disappear Did growth suddenly go to zero Did their markets shrink overnight Or did sentiment just flip Fear-driven markets build real wealth if your conviction is based on fundamentals and not price action. https://twitter.com/i/web/status/2022065510079254973 https://twitter.com/i/web/status/2022065510079254973"
X Link 2026-02-12T21:49Z [---] followers, [----] engagements

"You really think the market is valuing $TSLA like a traditional car company Its not trading on cars sold average margin. Its trading on: Autonomy (FSD) Energy storage AI Robotics If you value it like Ford yeah the PE looks insane. If even one of those verticals scales the way bulls expect todays valuation wont look crazy in hindsight. https://twitter.com/i/web/status/2022066041614979204 https://twitter.com/i/web/status/2022066041614979204"
X Link 2026-02-12T21:51Z [---] followers, [--] engagements

"@WSM_97 Mmm fundamentals continue to increase exponentially and yet it's down 70% from ATH. What don't you like about $HIMS"
X Link 2026-02-13T19:25Z [---] followers, [--] engagements

"Here are my end-of-2026 price targets for a few stocks I own (pinning this): $HIMS $90 With 2.5M+ subs today international expansion starting in [----] personalized therapeutics growing fast and margins continuing to climb. $SOFI $50 Continues to expand its product stack grow deposits lower COF and push toward 2030% EBITDA margins long term. $OSCR $45 Profitability in [----] ACA subsidy stability massive revenue base and the CEO openly targeting a $45$55 valuation. A 1x sales multiple on [----] numbers gets you there easily. $ZETA $35 Zeta keeps raising guidance Marigold adds fuel Athena becomes"
X Link 2025-11-28T17:08Z [---] followers, [----] engagements

"$SOFI CEO Anthony Noto on NEW PRODUCTS (Earnings Call) Anthony Noto laid out a massive roadmap for SoFi Technologies heading into [----] and beyond: Expansion into crypto-backed lending giving members lower borrowing rates Launch of institutional crypto trading positioning SoFi as the first nationally licensed bank to offer it Stablecoin-based payments settlement and correspondent services Crypto card issuing and digital asset custody + infrastructure Real-time fiat digital asset conversion through SoFis exchange network 24/7 transaction settlement via a virtual ledger Guidance backs it up 👇"
X Link 2026-01-30T13:43Z [---] followers, [---] engagements

"$HIMS The problem is the stock is now being priced entirely around weight loss and earnings will be judged the same way. I dont like that. The real vision was always clear to me: $HIMS should become the $NFLX of healthcare. In-house labs they manufacture their own products Higher margins Better unit economics Faster iteration Full control of the stack https://twitter.com/i/web/status/2020210464723005711 https://twitter.com/i/web/status/2020210464723005711"
X Link 2026-02-07T18:58Z [---] followers, [----] engagements

"$HIMS said theyre stopping sales of the compounded GLP-1. Curious how the market reacts when overnight opens"
X Link 2026-02-08T11:22Z [---] followers, [----] engagements

"$DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real competition. There isnt a single player even close to its scale not 2x not 5x not even 10x smaller and that user gap continues to widen. What makes this interesting is valuation versus progress. The stock is now trading below its [----] IPO price yet the company has completely transformed since then: Revenue grew from $251M to"
X Link 2026-02-11T01:07Z [---] followers, 56.8K engagements

"I think $SOFI offers way more upside than $HOOD from here $SOFI feels undervalued relative to where fundamentals are heading"
X Link 2026-02-11T01:11Z [---] followers, 11.3K engagements

"@uboat159 I love $ZETA. Also really like $AMZN at this price"
X Link 2026-02-11T13:18Z [---] followers, [---] engagements

"$SOFI Are we basically just waiting for S&P [---] inclusion Trading under 21$ after yet another monster earnings doesnt make sense. $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA"
X Link 2026-02-11T19:29Z [---] followers, [----] engagements

"$AMZN is my favorite Mag [--] at this price (besides $TSLA still think thats a $10T company in the making). I really liked $GOOG at $165 when everyone was bored with it it went on to nearly 2x toward ATHs around $344. Now Im looking at $AMZN the same way. Forward P/E: 2526x PEG: [---] AWS projected growth: 30%+ Gross margins: 50% and expanding Revenue: still compounding double-digits People forget this is no longer just retail. Its: AWS High-margin advertising Prime ecosystem lock-in Logistics network no one can replicate Operating leverage is kicking in. Cost discipline is better. AI tailwinds"
X Link 2026-02-12T00:08Z [---] followers, 11.2K engagements

"Its actually crazy looking back at this. On the left: my portfolio at [--] years old. Brand new to investing. 17% in $DIS. 7% in $VZ. 7% in $RY. Stacking safe dividend stocks paying me literal dollars 😭 I thought yield = smart investing. Fast forward [--] years After really learning how to read balance sheets income statements cash flow margins operating leverage dilution guidance and understanding what actually drives long-term equity returns my portfolio looks completely different. Now its concentrated. High conviction and growth built around businesses Ive actually studied deeply. My other 8%:"
X Link 2026-02-12T00:30Z [---] followers, [----] engagements

"@QualCompounders I was in $META for a very long time. I bought it mid 200s sold around [---]. I really like it"
X Link 2026-02-12T16:28Z [---] followers, [---] engagements

"$LMND down 30% this month looks very interesting here to buy more shares. Especially when just weeks ago they said that once $TSLA FSD is fully active insurance prices could drop up to 50%. Thats not bearish for $LMND. It proves the whole thesis: insurance is data + risk modeling. $LMND can lower premiums because their cost structure scales with software. More customers does not mean more employees. Incumbents on the other hand cant just cut prices without crushing margins. Their models are still very human-heavy. If autonomy reduces accidents: Loss ratios improve Claims drop Pricing becomes"
X Link 2026-02-12T17:00Z [---] followers, [----] engagements

"$HIMS down 70% from ATH sentiment absolutely destroyed. Now this drops: $HIMS RETREAT FROM GLP-1 PILL MAY SHIELD IT FROM DOJ ACTION Trump administration could have pursued injunction or fines Attorney James Boiani (Epstein Becker & Green) said $HIMS quick retreat may eliminate the case or controversy needed for DOJ to act Stock up 5% today. It was already deeply oversold. Everyone priced in worst-case legal disaster. Now if that overhang fades Sentiment can flip fast. And remember the long-term thesis was never just one GLP-1 pill. Platform. Subscriptions. Multiple verticals. Recurring"
X Link 2026-02-13T14:53Z [---] followers, [----] engagements

"$NBIS [----] guidance is actually ridiculous. Look at this progression: [----] ARR: $90M [----] ARR: $1.25B (14x YoY) [----] guidance: $7B$9B ARR (7x YoY) From $90M potentially $9B in two years. Thats hyper-scale. And this is exactly what Ive been saying in my previous $NBIS posts the market is still underestimating how fast this platform is compounding. This isnt just revenue growth this is enterprise adoption accelerating at a pace most people cant even model properly. When ARR starts jumping in multi-billion increments valuation frameworks break. Up 11% today and honestly If they execute anywhere"
X Link 2026-02-13T16:27Z [---] followers, [----] engagements

"$OSCR only up 3% after dropping monster guidance Revenue guide: $18.719B for [----] vs $12.8B prior estimates. Membership up 70% to 3.4M. And the stock moves 3%"
X Link 2026-02-14T00:02Z [---] followers, [----] engagements

"Been a while since I broke down my long-term portfolio allocation so here we go: $TSLA 24% $SOFI 15% $AMD 15% $HIMS 10% $OSCR 9% $ZETA 7% $LMND 6% $PLTR 6% $NBIS 5% $PATH 3% Most of these are down big from highs fundamentals are improving while sentiment is trash. I have been loading up on my $HIMS $ZETA $SOFI positions this past month. https://twitter.com/i/web/status/2022805409325547605 https://twitter.com/i/web/status/2022805409325547605"
X Link 2026-02-14T22:49Z [---] followers, [----] engagements

"@HighImpactInfo [--] years is a stretch imo These arent stagnant businesses growing 3% a year. A lot of them are compounding revenue 2540% with improving margins. If execution continues it doesnt take two decades for the market to reprice that lol"
X Link 2026-02-15T01:49Z [---] followers, [--] engagements

"@stratify_hq Its definitely growth heavy Im not acting like its defensive. But Im [--]. My biggest asset isnt capital its time. I dont need downside protection the same way someone [----] does. I can stomach volatility if the upside over the next [---] years is asymmetric"
X Link 2026-02-15T01:52Z [---] followers, [--] engagements

"@5xCap @stratify_hq I actually agree with you on high beta + cash being powerful. But at [--] my cash position is basically my income. Im constantly adding. So I dont feel the need to sit on 2030% idle when my time horizon is 10+ years"
X Link 2026-02-15T01:54Z [---] followers, [--] engagements

"@Chimp_Capital Nooo"
X Link 2026-02-15T19:38Z [---] followers, [--] engagements

"The healthcare sector is extremely underpriced right now $HIMS -64% from ATH $OSCR -60% from ATH $NVO -65% from ATH $UNH -55% from ATH Absolutely insane"
X Link 2026-02-07T18:55Z [---] followers, [----] engagements

"I bought more $HIMS $ZETA and $NBIS this morning. All [--] at a ridiculous price rn"
X Link 2026-02-10T14:48Z [---] followers, [----] engagements

"This took me longer than expected to write up lol"
X Link 2026-02-12T19:29Z [---] followers, [----] engagements

"@themomentumplay Do you like $ABCL"
X Link 2026-02-08T09:53Z [---] followers, [---] engagements

"Am I biased because I own them or are these actually undervalued here Last month: $SOFI (-25%) $ZETA (-22%) $OSCR (-23%) $PATH (-28%) $HIMS (-46%) Stocks down big yet the fundamentals are improving $SOFI 7M+ members still growing double digits Record deposits GAAP profitable and expanding financial services $ZETA [--] straight double beats + raises 30%+ EBITDA margins Net dollar retention 110%+ Revenue still growing 20%+ $OSCR 3.4M members (+70% YoY) [----] revenue guide: $18.719B $1.5B cash Market cap $2.9B Targeting $250450M operating income $PATH 16% revenue growth last quarter"
X Link 2026-02-11T19:24Z [---] followers, [----] engagements

"$NBIS earnings were exactly what I wanted to see. [----] ARR: $90M [----] ARR: $1.25B [----] ARR guidance: $8B Thats 7x YoY ARR growth. Revenue going from $530M in [----] to expected $33.4B in [----]. And theyre guiding 40% EBITDA margins at scale. This isnt demand constrained. Its capacity constrained which we already knew. Theyre raising contracted power to 3.0GW and expanding sites aggressively. Execution has been flawless. CapEx this year: $1620B. 60% of that already secured / covered by cash flow. That kills the how will they fund it argument. Halfway through this year I wouldnt be surprised if"
X Link 2026-02-12T14:23Z [---] followers, [----] engagements

"It makes zero sense to me that $SOFI is down 30% YTD. They just put up a record quarter raised guidance and laid out some of the strongest mid-term targets theyve ever given. The business is literally executing at the highest level it ever has and the stock is trading like something broke. https://twitter.com/i/web/status/2022371804770173380 https://twitter.com/i/web/status/2022371804770173380"
X Link 2026-02-13T18:06Z [---] followers, [----] engagements

"And this is one of the exact reasons why I genuinely see $HIMS as the $AMZN of healthcare $AMZN didnt win because it sold one product. It built infrastructure. $HIMS is doing the same thing. Theyre not just selling GLP-1. Not just hair loss. Not just testosterone. Theyre building: Labs (diagnostics + data) Treatment in-house Subscriptions Nationwide distribution Personalization through data over time Thats vertical integration. Amazon went from books to everything. Hims is going from one category to full-stack digital care. Now the $NFLX comparison for fun: Netflix won because of subscription"
X Link 2026-02-13T23:52Z [---] followers, [----] engagements

"People keep asking me what $HIMS competitive advantage is since healthcare is so competitive. Heres what people are missing. Even if you strip out GLP-1 completely revenue has still exploded. $550M in FY22 $800M in FY23 $1.25B in FY24 $1.5B+ expected [----] Thats not a one-product story. Thats a platform scaling. The advantage starts with brand. They went direct to consumer in categories people were uncomfortable talking about and made it normal. Then the model. Its subscription. Recurring revenue. High retention. That predictability gives them leverage as they scale. They also control the"
X Link 2026-02-15T19:48Z [---] followers, [----] engagements

"$HIMS dropped almost 70%. So lets actually break down what happened over the last [--] months. First the market boxed $HIMS into one narrative: GLP-1 stock. GLP-1 brought insane attention and revenue acceleration. Growth sped up. Numbers looked insane and the stock ran up. And with that run a different type of shareholder came in. A lot of people werent buying a long-term healthcare platform. They were BUYING the GLP-1 wave. So when the $NVO lawsuit headlines hit and the compounding noise started spreading nobody stuck around to dissect the details. They just sold. And once that selloff started"
X Link 2026-02-12T19:25Z [---] followers, 19.3K engagements

"Based on a couple of replies on my last post I just want to clarify a few things. First this is my long-term account. I have other accounts with different strategies. This one is where I lean into high conviction growth. Yes its growth heavy. Yes its correlated in ugly macro Im not pretending its defensive. But Im [--]. My biggest asset isnt capital its time and future income. My cash position is literally my paycheck. Im constantly adding. I dont need 2030% sitting idle when I have 10+ years ahead of me to compound. Different stages different strategy. I started buying: $HIMS at $14 $SOFI at"
X Link 2026-02-15T02:01Z [---] followers, [----] engagements

"Which stocks are you buying this week Im adding $NBIS and $OSCR. $NBIS [----] guidance is insane: [----] ARR: $90M 2025: $1.25B [----] guide: $7B$9B ARR Thats 7x YoY growth into [----]. $OSCR [----] revenue guide: $18.7B$19B 2025: $12B 2024: $9.18B And the stock barely reacted after that raise. https://twitter.com/i/web/status/2023123220237259164 https://twitter.com/i/web/status/2023123220237259164"
X Link 2026-02-15T19:52Z [---] followers, [----] engagements

"Healthcare remains one of the most undervalued sectors in the market right now Here are [--] names everybody should be watching closely: $HIMS down 51% over the last [--] months This selloff has been almost entirely sentiment-driven. Revenue still growing 50% YoY Strong gross margins + positive FCF Expanding into GLP-1s mental health dermatology This is a category-defining brand trading like growth is dead when it clearly isnt. $UNH down 45% over the last year The market is pricing in regulatory fear not business reality. Largest healthcare company in the U.S. Diversified across insurance + Optum"
X Link 2026-01-28T18:19Z [---] followers, [---] engagements

"After another red day for $HIMS its sitting at a very good price imo. This chart tells the whole story: 📉 Stock price up 37% since [----] 📈 Revenue up +1300%+ over the same period That disconnect doesnt last forever. Fundamentals check: 50% YoY revenue growth Consistently positive FCF Gross margins 75% Expanding into GLP-1s mental health peptides & womens health Strong brand + sticky subscription model Right now sentiment is washed out. Retails frustrated headlines are quiet and expectations are low which is usually where the best long-term entries show up. When sentiment flips back to"
X Link 2026-01-28T20:59Z [---] followers, [---] engagements

"Lets break down $TSLA earnings: Elon Musk wouldnt pin a specific date on fully unsupervised FSD but made it clear $TSLA is being ultra-conservative on safety rolling out city by city. That said Robotaxis are already doing paid rides with no safety driver in Austin and the fleet is doubling monthly. Elon on Optimus competition: We currently dont see any competitors outside of China. Optimus will be much more capable than any robot under development in China. The [--] hardest problems in robotics: Hands Real-world AI Scaling production $TSLA believes it has all three. Key takeaways from the $TSLA"
X Link 2026-01-29T00:07Z [---] followers, [---] engagements

"The catalyst lineup for $TSLA this year is actually insane: Possible SpaceX Tesla merger Unsupervised FSD Supervised FSD global rollout Massive expansion in AI + energy storage You genuinely cannot be bullish enough on $TSLA going into [----]. Lets break down $TSLA earnings: Elon Musk wouldnt pin a specific date on fully unsupervised FSD but made it clear $TSLA is being ultra-conservative on safety rolling out city by city. That said Robotaxis are already doing paid rides with no safety driver in Austin and https://t.co/j41GE7AJWT Lets break down $TSLA earnings: Elon Musk wouldnt pin a specific"
X Link 2026-01-30T00:49Z [---] followers, [---] engagements

"As the market continues to bleed there are some stocks that shouldnt be trading at these levels in my opinion. Here are [--] stocks to take advantage of at these prices $HIMS Sentiment is absolutely crushed but fundamentals keep moving the opposite direction. Revenue growth remains strong margins are expanding and subscriber growth hasnt slowed. The company is evolving from a GLP-1 narrative into a full preventative healthcare platform with brand power most digital health companies dont have. When price disconnects this far from fundamentals it usually doesnt last. $ZETA One of the most"
X Link 2026-01-30T03:04Z [---] followers, [---] engagements

"$SOFI Q4 [----] EARNINGS 🔥 $1.03B Revenue beat vs $982M est $0.13 EPS beat vs $0.12 est Adj. EBITDA $318M +60% YoY 13.7M Members +35% YoY $10.5B Total Originations +46% YoY $7.5B Personal Loan Originations +43% YoY This was a milestone quarter for SoFi Technologies: First time crossing $1B in quarterly revenue First time adding over 1M members in a single quarter Another great earnings print growth across revenue profitability and members all firing at once. l https://twitter.com/i/web/status/2017223136412909579 https://twitter.com/i/web/status/2017223136412909579"
X Link 2026-01-30T13:07Z [---] followers, [---] engagements

"$SOFI is quietly setting up a massive opportunity here. Just delivered a clean double beat: $1.03B revenue vs $982M est $0.13 EPS vs $0.12 est Fundamentals are accelerating yet the stock is selling off and drifting back into a major demand area right near the 200-DMA. That disconnect is exactly where the best risk/reward setups usually form. Weve seen this movie before with Robinhood Markets strong execution weak price action sentiment breaks then the trend flips and momentum takes over. When growth profitability and member expansion are all moving higher downside gets limited and upside"
X Link 2026-01-30T20:32Z [---] followers, [---] engagements

"If the market dumps on Monday these are the [--] stocks Im buying. This is exactly why I keep cash on the side. When the market takes a hit you dont panic you DCA into names you already believe in. $HIMS I liked it at $35. I added at $30. If we see $25 Im buying again. Nothing about the business has changed. Revenue still growing 40%+ margins are strong and theyre scaling subscriptions in a massive healthcare market. Sentiment is terrible price is down fundamentals arent. Thats usually where the best entries show up. $NBIS This one is almost 40% off ATHs so people assume something went wrong. It"
X Link 2026-01-31T23:19Z [---] followers, [---] engagements

"$FUBO reports earnings tomorrow and the setup is interesting. $DIS reports today and any sports-streaming commentary from Bob Iger will be watched closely. Sometimes the signal shows up before the company itself speaks. [----] is shaping up to be a real inflection year for $FUBO. [--]. Merger clarity finally matters: The merger has been treated like a concept for way too long. What the market wants now is numbers: What does the combined business actually look like Do costs come down Is profitability finally visible Even early guidance or commentary could move the narrative. [--]. World Cup = real"
X Link 2026-02-02T16:36Z [---] followers, [----] engagements

"I forgot to mention that I added $BMNR under 23$ today Looks very attractive here"
X Link 2026-02-03T01:25Z [---] followers, [---] engagements

"@NetWorthNotes $ZETA and $SOFI are so over-discounted here +100% gain potential very soon"
X Link 2026-02-03T01:26Z [---] followers, [---] engagements

"$ZETA under 17$ $SOFI under 22$ $PATH under 12$ Incredible"
X Link 2026-02-03T19:55Z [---] followers, [---] engagements

"People really selling $HIMS under 25$"
X Link 2026-02-03T21:05Z [---] followers, [----] engagements

"$PLTR -14% after an incredible quarter $AMD -16% after strong earnings $LMND -11% $NBIS -10% Zoom out. In [--] months no one will even remember this pullback. This is just noise inside a longer-term uptrend. If moves like this are stressing you out the issue isnt the market its the lack of conviction. Spend time learning investing fundamentals not chasing trades. Because if a routine drawdown shakes you a real market crash will wipe you out. https://twitter.com/i/web/status/2019118505925169604 https://twitter.com/i/web/status/2019118505925169604"
X Link 2026-02-04T18:38Z [---] followers, [---] engagements

"$HIMS just launched a Wegovy pill alternative at $49/month. Undercuts Novos branded pricing by $100/month Price steps up to $99 after the intro offer Cash-pay GLP-1 market is officially under real pricing pressure Andrew Dudum said: More choice on the platform is the best thing for customers everywhere. This is exactly the playbook: Own distribution control pricing expand access take share. $HIMS under $30 is an absolute gift. https://twitter.com/i/web/status/2019414968253272188 https://twitter.com/i/web/status/2019414968253272188"
X Link 2026-02-05T14:17Z [---] followers, [---] engagements

"$HIMS I might consider going all in here"
X Link 2026-02-06T00:24Z [---] followers, [---] engagements

"@FistStockStar $HIMS is at an all time low sentiment. Bad news in a bear market will have a massive sell off effect"
X Link 2026-02-06T03:22Z [---] followers, [---] engagements

"@RBiancoUS $ZETA to the moon"
X Link 2026-02-07T00:21Z [---] followers, [---] engagements

"@SimonKi97967462 No it just means that ive been heavily buying this $HIMS dip"
X Link 2026-02-07T22:56Z [---] followers, [--] engagements

"This took me longer than expected to write up lol"
X Link 2026-02-12T19:29Z [---] followers, [----] engagements

"$NBIS will finish green today. Capacity constrained. Not demand constrained"
X Link 2026-02-12T14:28Z [---] followers, [---] engagements

"Ive been adding a lot of $NBIS last few weeks under 100$ Earnings tomorrow. How do we feel"
X Link 2026-02-12T00:09Z [---] followers, [---] engagements

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