@ValerijDaniloff Avatar @ValerijDaniloff BigV🚀

BigV🚀 posts on X about $lmnd, insurance, $tsla, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 57% finance 35% automotive brands 16% technology brands 6% countries 3% celebrities 1% cryptocurrencies 1%

Social topic influence $lmnd #10, insurance #779, $tsla #296, ai 11%, tesla #1861, lemonade inc #10, car insurance 5%, lmnd 5%, in the 4%, $meta 3%

Top accounts mentioned or mentioned by @lemonadeinc @shaiwininger @daschreiber @farzyness @tesla @neilx10 @grok @alc2022 @cedarstresearch @grindeoptions @tedcruz @lemonadeincs @1potatodog @evjames2069 @cryptowwolf @travishoium @garrettserv @unusualwhales @therealbirnbaum @ironicape

Top assets mentioned Lemonade, Inc. (LMND) Tesla, Inc. (TSLA) Metadium (META) PayPal Holdings Inc (PYPL) Duolingo, Inc. (DUOL) UiPath, Inc. (PATH) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) The Root Network (ROOT)

Top Social Posts

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

"$LMND 🍋🚀 $LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling https://t.co/TM16XKxEig $LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling https://t.co/TM16XKxEig"
X Link 2026-02-14T06:16Z [---] followers, [---] engagements

"$LMND 🍋🚀 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 2026-02-04T05:59Z [---] followers, [----] engagements

"$LMND 🍋🚀👀 REMINDER: $LMND Q4 loss ratio will likely be the lowest it's ever been. Why Daniel said it will be if nothing unexpected happens. And . nothing unexpected did happen. We had minimal catastrophic (CAT) events in Q4. $PRG numbers for Q4 CAT are very low. So how low https://t.co/OaLQqf0UJt REMINDER: $LMND Q4 loss ratio will likely be the lowest it's ever been. Why Daniel said it will be if nothing unexpected happens. And . nothing unexpected did happen. We had minimal catastrophic (CAT) events in Q4. $PRG numbers for Q4 CAT are very low. So how low https://t.co/OaLQqf0UJt"
X Link 2026-02-04T07:27Z [---] followers, [----] engagements

"" $LMND will systematically take each and every profitable customer one by one week by week keep innovating keep delivering keep investing in tech and engineering a relentless focus on customer excellence and the others will just follow the exact same traditional playbook its just human behaviour its a predictable S curve. " Quick lunchtime update - 🤯 once upon a time I had 100% of my portfolio in PYPL. I rode that wave from $33 to over $307 (with some profit taking along the way taking the majority at $100125 and $276) - Today watching every ex-PYPL employee (and some current) post"
X Link 2026-02-04T12:54Z [---] followers, [----] engagements

"$LMND 🍋👀 Everyone dumping software as if its one trade. $LMND isnt SaaS it uses AI to price risk and expand margins. This dislocation = opportunity ahead of earnings. If you missed your previous entry here is a new one. Everyone dumping software as if its one trade. $LMND isnt SaaS it uses AI to price risk and expand margins. This dislocation = opportunity ahead of earnings. If you missed your previous entry here is a new one"
X Link 2026-02-04T19:16Z [---] followers, [----] engagements

"$LMND 🍋👀 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0"
X Link 2026-02-05T17:23Z [---] followers, [---] engagements

"$LMND 🚗🍋 $TSLA And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj"
X Link 2026-02-10T09:58Z [---] followers, [----] engagements

"$LMND 🍋🚗 $TSLA $LMND FSD miles are now live in Arizona and Oregon $LMND FSD miles are now live in Arizona and Oregon"
X Link 2026-02-10T15:55Z [---] followers, [---] engagements

"$LMND 🍋 https://youtu.be/oxnUhfE5rh8si=BFT9LMuxN6qF5JKe https://youtu.be/oxnUhfE5rh8si=BFT9LMuxN6qF5JKe"
X Link 2026-02-10T16:03Z [---] followers, [---] engagements

"$LMND 🍋👀🚀 A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"
X Link 2026-02-11T15:51Z [---] followers, [---] engagements

"$LMND 👀🚀 My family is now 100% $LMND. Everything else has been sold. For better or worse it's time to ride or die. My family is now 100% $LMND. Everything else has been sold. For better or worse it's time to ride or die"
X Link 2026-02-12T20:31Z [---] followers, [---] engagements

"$LMND 🍋🚀👀 $LMND created the AI movement within insurance around [--] years ago. The company often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there (that $LMND created the AI movement within insurance around [--] years ago. The company often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there (that"
X Link 2026-02-12T21:49Z [---] followers, [----] engagements

"$LMND 🍋🚀 Right now the market is panicking but [--] months from now its going to be very obvious where $LMND is and is headed Right now the market is panicking but [--] months from now its going to be very obvious where $LMND is and is headed"
X Link 2026-02-14T06:57Z [---] followers, [---] engagements

"$LMND 🚀🍋 Thoughts on $LMND $LMND is hitting a massive inflection point and the market hasn't fully priced in what this $TSLA integration actually means. At the current price it feels like a steal before the rest of the street wakes up. The "Lemonade Autonomous Car" launch isn't just a https://t.co/E4s9ZqUpkS Thoughts on $LMND $LMND is hitting a massive inflection point and the market hasn't fully priced in what this $TSLA integration actually means. At the current price it feels like a steal before the rest of the street wakes up. The "Lemonade Autonomous Car" launch isn't just a"
X Link 2026-02-15T19:06Z [---] followers, [----] engagements

"$LMND 👀🚀🍋 $LMND is only a $4.5B market cap company right now [--] million customers 30%+ CAGR $1B+ revenue + profitability just over the horizon. Well look back at these prices one day the same way we looked at LMND at a $1B market cap. $LMND is only a $4.5B market cap company right now [--] million customers 30%+ CAGR $1B+ revenue + profitability just over the horizon. Well look back at these prices one day the same way we looked at LMND at a $1B market cap"
X Link 2026-02-15T19:06Z [---] followers, [----] engagements

"$LMND 🍋👀 The $LMND LLM frontend (with guardrails) will be the single biggest unlock for the next phase of consumer interaction. This has been something Ive been waiting (and looking forward too) for years 🙌 People bullish on embedded partnerships need to understand that once the https://t.co/I28MpRjVEz The $LMND LLM frontend (with guardrails) will be the single biggest unlock for the next phase of consumer interaction. This has been something Ive been waiting (and looking forward too) for years 🙌 People bullish on embedded partnerships need to understand that once the"
X Link 2026-02-10T21:22Z [---] followers, [---] engagements

"$LMND 🍋👀🚀 Yep. Soon people will wake up after the sell off and think okay. what actually outperforms and then all the money comes piling back into anything with regulatory Capital and Infastructure moats (I place commodities and land into infrastructure) $LMND Yep. Soon people will wake up after the sell off and think okay. what actually outperforms and then all the money comes piling back into anything with regulatory Capital and Infastructure moats (I place commodities and land into infrastructure) $LMND"
X Link 2026-02-11T16:01Z [---] followers, [----] engagements

"$LMND 🍋👀🚀 My uneducated simple model is that one day $LMND will reach $100B. Compared to many incumbents I believe they have a better product better margins better branding and wider geographical business. Not to mention they are in the biggest industry on earth (pretty much) and the My uneducated simple model is that one day $LMND will reach $100B. Compared to many incumbents I believe they have a better product better margins better branding and wider geographical business. Not to mention they are in the biggest industry on earth (pretty much) and the"
X Link 2026-02-12T06:03Z [---] followers, [----] engagements

"$LMND 🍋 Enough is enough. Got the green light from the Mrs and dumped half the $TSLA position just now bought a significant share count of $LMND. Q4 earnings are in a week and [----] will be a pivotal year in my opinion. Life is too short to be a chicken. Enough is enough. Got the green light from the Mrs and dumped half the $TSLA position just now bought a significant share count of $LMND. Q4 earnings are in a week and [----] will be a pivotal year in my opinion. Life is too short to be a chicken"
X Link 2026-02-12T17:52Z [---] followers, [---] engagements

"$LMND 🍋👀🚗 $LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define $LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define"
X Link 2026-02-12T19:30Z [---] followers, [---] engagements

"$LMND 🍋🚀 Not financial advice do your own due diligence $LMND But Im buying more 🍋 https://t.co/WHrDML0VDJ Not financial advice do your own due diligence $LMND But Im buying more 🍋 https://t.co/WHrDML0VDJ"
X Link 2026-02-12T20:34Z [---] followers, [---] engagements

"$LMND 🍋🚗 My new insurance company is Lemonade. Great rates Tesla/FSD friendly. And who knew a customer service experience could actually be fun Shout out to @Lemonade_inc My new insurance company is Lemonade. Great rates Tesla/FSD friendly. And who knew a customer service experience could actually be fun Shout out to @Lemonade_inc"
X Link 2026-02-13T06:14Z [---] followers, [---] engagements

"$LMND 🍋👀🚀 Are legacy insurers a threat to $LMND My thoughts: I strongly agree with Elon Musk's recent point (from his interview with Peter Diamandis and others) that fully AI-native organizations will unlock unprecedented levels of efficiency and outperform everyone else. He compared it Are legacy insurers a threat to $LMND My thoughts: I strongly agree with Elon Musk's recent point (from his interview with Peter Diamandis and others) that fully AI-native organizations will unlock unprecedented levels of efficiency and outperform everyone else. He compared it"
X Link 2026-02-13T06:14Z [---] followers, [---] engagements

"$LMND 🚗🍋 $TSLA The autonomous car insurance discount $LMND just launched with Tesla That is not a product. That is a trojan horse into the self-driving economy. When every robot drone and AI warehouse needs coverage they are already inside. The enablers eat better than the enabled. The autonomous car insurance discount $LMND just launched with Tesla That is not a product. That is a trojan horse into the self-driving economy. When every robot drone and AI warehouse needs coverage they are already inside. The enablers eat better than the enabled"
X Link 2026-02-13T16:58Z [---] followers, [---] engagements

"Lee Ainslie Maverick Capital (9 billion AUM) bought $LMND 3rd quarter in a row: 🍋"
X Link 2026-02-14T07:03Z [---] followers, [----] engagements

"$LMND 🍋🚀👀 I just listened to the $LMND Q3 [----] earnings call again. I dont know who still needs to hear this but the company is absolutely firing on all cylinders. Expecting more of the same during this weeks Q4 update and [----] guidance. I just listened to the $LMND Q3 [----] earnings call again. I dont know who still needs to hear this but the company is absolutely firing on all cylinders. Expecting more of the same during this weeks Q4 update and [----] guidance"
X Link 2026-02-15T12:06Z [---] followers, [---] engagements

"$LMND Gift 🍋🚀 Just what you needed: Why this CRASH is a GIFT to the $LMND Deep Divers https://t.co/thr0P9N75a Just what you needed: Why this CRASH is a GIFT to the $LMND Deep Divers https://t.co/thr0P9N75a"
X Link 2026-02-15T19:06Z [---] followers, [---] engagements

"$LMND 🍋🚀 My $LMND Q4 and [----] preview video is now up on my Patreon. I'll make this public in a few days. https://t.co/gFSlpdgDoe My $LMND Q4 and [----] preview video is now up on my Patreon. I'll make this public in a few days. https://t.co/gFSlpdgDoe"
X Link 2026-02-15T19:06Z [---] followers, [---] engagements

"Agree. @shai_wininger @daschreiber $LMND 🍋 When I take a long-term position in a company I am also betting on a single unquantifiable variable: Intellectual Magnetic Dominance. This goes beyond being a "visionary." I look for leaders whose minds are so sharp that I feel like I am literally becoming smarter just by When I take a long-term position in a company I am also betting on a single unquantifiable variable: Intellectual Magnetic Dominance. This goes beyond being a "visionary." I look for leaders whose minds are so sharp that I feel like I am literally becoming smarter just by"
X Link 2025-12-05T11:09Z [---] followers, [----] engagements

"$PATH $HIMS $DUOL Who will grow most next [--] years They all have ca the same mcap at the moment. $PATH $HIMS $DUOL Who will grow most next [--] years They all have ca the same mcap at the moment. $PATH $HIMS $DUOL"
X Link 2025-12-05T15:40Z [---] followers, [---] engagements

"$LMND 🍋 $Meta Prashant Sridharan (VP of AI Products) and $PYPL Geoff Seeley (CMO) are not joining $LMND because its a typical insurance company. These are executives who could walk onto the board of any insurer on the planet. If they wanted PGR GEICO Hippo they be welcomed with open arms. So why choose $LMND Because they believe Lemonade isnt just another insurer its the blueprint for the next era of the insurance industry. [--]. AI Prashant builds generative AI products at Meta. At $LMND he gets something PGR and GEICO cant offer a clean AI native environment built from day one. No legacy"
X Link 2025-12-09T08:58Z [---] followers, [----] engagements

"$LMND 🍋 Sometimes when I analyze a company an organization a culture I imagine myself as the industry leader. A giant. And then I pretend Im about to acquire a small but high potential disruptor one that could either become my biggest threat or my smartest investment. So I run a simple but brutal exercise: If I were the incumbent which emerging player would I fear the most Who has the cleanest scalability Who has the strongest culture Who is building the best technology Who has the most intuitive product market fit Whose numbers are bending in the right direction consistently not"
X Link 2025-12-09T11:47Z [---] followers, [----] engagements

"$LMND 🍋 The RBC drag on $LMND is shrinking every single day and importantly today is likely the heaviest that drag will ever be. From here the company benefits from a structural tailwind: As rbc requirements naturally decline with scale improved underwriting and a more mature book of business the capital tax on growth keeps getting lighter. That is why the asymmetry now skews to the upside. If the maximum drag is behind us then every quarter forward carries less friction more operating leverage and higher earnings power. The downside is capped by present conditions the upside expands as the"
X Link 2025-12-10T10:11Z [---] followers, [---] engagements

""Autonomous organization where AI uses humans instead of the other way around." This for me today is like when I saw Terminator movie when I was a kid 😂 $LMND 🍋 Our AI agents use various tools to perform their tasks but the most interesting one is activating humans to handle things they can't do or aren't allowed to. This marks a philosophical paradigm shift in the autonomous organization where AI uses humans instead of the other way Our AI agents use various tools to perform their tasks but the most interesting one is activating humans to handle things they can't do or aren't allowed to."
X Link 2025-12-10T17:19Z [---] followers, [----] engagements

"Oh. $LMND 👀🚀🍋 Shifting 50% of IRA holdings from $TSLA to $LMND. Still overwhelmingly in $TSLA but this is the first time in a long time where my stock portfolio is no longer [--] stock. I now believe there's a massive misunderstanding of Lemonade's long-term potential after spending a fair bit Shifting 50% of IRA holdings from $TSLA to $LMND. Still overwhelmingly in $TSLA but this is the first time in a long time where my stock portfolio is no longer [--] stock. I now believe there's a massive misunderstanding of Lemonade's long-term potential after spending a fair bit"
X Link 2025-12-10T17:37Z [---] followers, [----] engagements

"@1PotatoDog @farzyness @grok can you answer him"
X Link 2025-12-10T20:27Z [---] followers, [--] engagements

"@grok @EvJames2069 @farzyness This is wrong. Revenue in Q4 was over 40% and accelerating. Do it again with updated data"
X Link 2025-12-10T20:32Z [---] followers, [--] engagements

"If this is the thesis $LMND is very early. 🍋 Youd have a hard time convincing me to sell $TSLA as they deploy unsupervised FSD even if you had a gun to my head. If I did have to divest a money losing insurance company wouldnt be my first pick either. Youd have a hard time convincing me to sell $TSLA as they deploy unsupervised FSD even if you had a gun to my head. If I did have to divest a money losing insurance company wouldnt be my first pick either"
X Link 2025-12-11T06:37Z [---] followers, [----] engagements

"A reminder that this is the VP of AI at $META: $LMND 🍋 https://x.com/i/status/1978446986916270240 I've been incredibly impressed with the mission at @Lemonade_Inc and what @shai_wininger and @daschreiber and the team have already accomplished. Excited to contribute and be a part of this incredible journey https://x.com/i/status/1978446986916270240 I've been incredibly impressed with the mission at @Lemonade_Inc and what @shai_wininger and @daschreiber and the team have already accomplished. Excited to contribute and be a part of this incredible journey"
X Link 2025-12-12T19:01Z [---] followers, [----] engagements

"For anyone new start here to research $LMND 🍋 https://youtu.be/eNMB4a3_H9osi=lgyPkGORcS5xakS_ https://youtu.be/eNMB4a3_H9osi=lgyPkGORcS5xakS_"
X Link 2025-12-12T19:13Z [---] followers, [----] engagements

"$LMND 🍋 + $TSLA 🚗 = 💗 There are many more $TSLA investors that should have $LMND in their portfolios. (Not financial advice) There are many more $TSLA investors that should have $LMND in their portfolios. (Not financial advice)"
X Link 2025-12-12T20:26Z [---] followers, [----] engagements

"@CryptoWWolf Start here to learn about $LMND 🍋 https://youtu.be/eNMB4a3_H9osi=OioRHLhaiZxTEzbp https://youtu.be/eNMB4a3_H9osi=OioRHLhaiZxTEzbp"
X Link 2025-12-14T14:13Z [---] followers, [---] engagements

"$LMND next 😀 Fat people should pay higher health insurance premiums Fat people should pay higher health insurance premiums"
X Link 2025-12-14T16:44Z [---] followers, [---] engagements

"This is kind of what I am paying for when it comes to car premiums in Norway. $LMND please come to Norway 🍋"
X Link 2025-12-14T16:47Z [---] followers, [----] engagements

"$LMND 🍋 https://youtube.com/shorts/DXjg5q41vBwsi=ZfHOXqUQaet2bjRj https://youtube.com/shorts/DXjg5q41vBwsi=ZfHOXqUQaet2bjRj"
X Link 2025-12-16T19:39Z [---] followers, [---] engagements

"This guy 🍋 $LMND (reminder) I'm quiet here = I'm super busy building something. (reminder) I'm quiet here = I'm super busy building something"
X Link 2025-12-18T19:07Z [---] followers, [----] engagements

"Another thing to mention about $LMND free cash flow growth is the reduction in reinsurance and also the maturity of the first cohort and the second and so on that is now pure cash cows: https://x.com/i/status/1988520440944349433 I Had some fun with @alc2022 today $LMND https://x.com/i/status/1988520440944349433 I Had some fun with @alc2022 today $LMND"
X Link 2025-12-19T18:26Z [---] followers, [----] engagements

"$LMND renters insurance :"
X Link 2025-12-22T08:10Z [---] followers, [----] engagements

"Oh.😲 I do t have enough shares. $LMND 🍋 @farzyness True. This is a nightmare scenario for incumbent insurers (think of the topline hit) and it's exactly what we're designing for and counting on happening. Things are going to get interesting @farzyness True. This is a nightmare scenario for incumbent insurers (think of the topline hit) and it's exactly what we're designing for and counting on happening. Things are going to get interesting"
X Link 2025-12-22T11:45Z [---] followers, [----] engagements

"@TravisHoium When $LMND you still skeptical"
X Link 2025-12-25T17:11Z [---] followers, [---] engagements

"@GarrettServ @unusual_whales Hi. They are growing IFP 30% you and revenue in Q3 was 42% yoy. The 24% is the customer count. 🙂"
X Link 2025-12-26T11:10Z [---] followers, [--] engagements

"I completed the December challenge faster than 88.7% of all learners on Duolingo $DUOL 🦉"
X Link 2025-12-26T11:48Z [---] followers, [---] engagements

"@TheRealBirnbaum @alc2022 Think I heard you just bought $LMND"
X Link 2025-12-26T19:32Z [---] followers, [---] engagements

"Oh man I dont have enough shares. $LMND 🍋🐶🐶🐶 It seems @CedarStResearch was partially right about a "potential" Pet rate adequacy issue but he got the cause wrong. He assumed it was an aging issue (typical for Pet insurance) and a sensible assumption based on personal experience in the industry. But It wasn't. in his https://t.co/obboQj4gIm It seems @CedarStResearch was partially right about a "potential" Pet rate adequacy issue but he got the cause wrong. He assumed it was an aging issue (typical for Pet insurance) and a sensible assumption based on personal experience in the industry."
X Link 2025-12-28T06:28Z [---] followers, [----] engagements

"Happy 2026: $LMND 🍋🐶"
X Link 2026-01-01T17:32Z [---] followers, [----] engagements

"Most of the pets acquired during the pandemic are still alive but they are now getting older. What will be interesting over the next few years is whether adoption and purchase rates pick up again when this pandemic cohort eventually begins replacing pets. Another dynamic worth watching is whether pets increasingly substitute for children"
X Link 2026-01-01T19:36Z [---] followers, [--] engagements

"$LMND 🍋👀🐶 First cross"
X Link 2026-01-03T08:02Z [---] followers, [----] engagements

"@Ironic_Ape @TyRobben @Teddier @Neil_X10 @CedarStResearch Yeah @daschreiber actually presented it here: At [-----] in the video: https://youtu.be/eNMB4a3_H9osi=nUhwZYsjO2LhKNRj https://youtu.be/eNMB4a3_H9osi=nUhwZYsjO2LhKNRj"
X Link 2026-01-03T18:23Z [---] followers, [---] engagements

"@GrindeOptions $LMND 🍋 https://youtu.be/eNMB4a3_H9osi=gigNAZQHXpZEF7Us https://youtu.be/eNMB4a3_H9osi=gigNAZQHXpZEF7Us"
X Link 2026-01-03T20:35Z [---] followers, [---] engagements

"I did zero trading trimming rolling rebalancing or any of that stuff in [----] and $LMND was by far my largest position. It will probably stay that way for a while. Follow me for more trading advice 😂🍋"
X Link 2026-01-05T08:38Z [---] followers, [----] engagements

"Me and $LMND in [----] vs me and $LMND In [----]. 🍋"
X Link 2026-01-05T09:49Z [---] followers, [----] engagements

"@Kaizzzen @AndersReiche $LMND https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ"
X Link 2026-01-05T19:41Z [---] followers, [---] engagements

"@Micro2Macr0 $LMND 🍋 https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ"
X Link 2026-01-05T19:45Z [---] followers, [---] engagements

"For new peeps in [----] $LMND Investor day: 🍋 https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ https://youtu.be/eNMB4a3_H9osi=5iIpVERiAtTJ57UZ"
X Link 2026-01-05T19:49Z [---] followers, [----] engagements

"$LMND is here:"
X Link 2026-01-05T19:52Z [---] followers, [----] engagements

"@Neil_X10 @OGCapital25 @Leinad7331 Me also but at [--]. I sold Spotify and Netflix and Tesla and Google after holding for years and Google over [--] years. When I finally understood lmnd I switched and it kind of takes alot for me"
X Link 2026-01-07T08:30Z [---] followers, [---] engagements

"There was just a Norwegian podcast where the guest a boomer presented lmnd as a short case. He said: -The founders were not born into insurance. -Net income is negative. -P/B is [--] and P/S is [--]. -They have a disadvantage in auto and no data advantage. All of this was said without any context. We are early. https://twitter.com/i/web/status/2008828832237670549 https://twitter.com/i/web/status/2008828832237670549"
X Link 2026-01-07T09:11Z [---] followers, [---] engagements

"$LMND 🍋 $Meta Prashant Ratanchandani (VP of AI Products) and $PYPL Geoff Seeley (CMO) are not joining $LMND because its a typical insurance company. These are executives who could walk onto the board of any insurer on the planet. If they wanted PGR GEICO Hippo they be welcomed with open arms. So why choose $LMND Because they believe Lemonade isnt just another insurer its the blueprint for the next era of the insurance industry. [--]. AI Prashant builds generative AI products at Meta. At $LMND he gets something PGR and GEICO cant offer a clean AI native environment built from day one. No legacy"
X Link 2026-01-07T09:14Z [---] followers, [----] engagements

"@Gubloinvestor $LMND 🍋"
X Link 2026-01-09T17:16Z [---] followers, [---] engagements

"@farzyness Ready from Norway"
X Link 2026-01-09T18:04Z [---] followers, [---] engagements

"@Couch_Investor And that Iceland actually is green 😂"
X Link 2026-01-09T19:45Z [---] followers, [---] engagements

"On a GAAP basis $LMND shows an LTM net income loss of 173.8m. But the more important question is: how much cash did $LMND actually burn If I adjust for non cash and timing distortions: -Add back 60.1m in SBC dilutive yes but it does not drain the 1.06b balance sheet. -Add back 121.9m in GC synthetic agent spend which GAAP forces them to expense immediately but not the LTV/CAC. Suddenly the picture flips. Underlying cash flow: +8.2m. Cash tells the truth. 🍋 https://twitter.com/i/web/status/2010373532358676982 https://twitter.com/i/web/status/2010373532358676982"
X Link 2026-01-11T15:29Z [---] followers, [----] engagements

"I need more shares $LMND 🍋🍋🍋 $LMND might be one of the only true singularity scalers. The companys value function is simply: f(intelligence) They are literally just selling "frictionless math" (probabilistic inference statistics risk). Singularity scaler: A company whose core value creation consists $LMND might be one of the only true singularity scalers. The companys value function is simply: f(intelligence) They are literally just selling "frictionless math" (probabilistic inference statistics risk). Singularity scaler: A company whose core value creation consists"
X Link 2026-01-13T07:26Z [---] followers, [---] engagements

"Prediction: @PaperBagInvest will be on @CNBC within [----] 🙂 $LMND 🍋"
X Link 2026-01-15T07:23Z [---] followers, [----] engagements

"I found a fitting song-text to $LMND bears: PS: It is a good song and a bit of fun so don't take it seriously 🍋😀 https://open.spotify.com/track/1PpfeNl5uYRBhfFcig2Uz6si=Ay4pWtZmSoG4zSNORkUAiA&pi=3MB5wefrTVe9r https://open.spotify.com/track/1PpfeNl5uYRBhfFcig2Uz6si=Ay4pWtZmSoG4zSNORkUAiA&pi=3MB5wefrTVe9r"
X Link 2026-01-22T10:28Z [---] followers, [---] engagements

"@GrindeOptions $LMND 🍋"
X Link 2026-01-22T19:39Z [---] followers, [---] engagements

"I think we need car insurance a while longer. The next risk is not the driver or FSD its dumb brains hooking up 😃 $LMND California wont vote for asset seizures. That would kill the golden goose Youre kidding right https://t.co/Z4hZRofwwc California wont vote for asset seizures. That would kill the golden goose Youre kidding right https://t.co/Z4hZRofwwc"
X Link 2026-01-24T10:42Z [---] followers, [----] engagements

"$LMND 🍋 $TSLA 🚗 https://youtu.be/d84fy-nd_GMsi=GEwrqSyLVop7GHtx https://youtu.be/d84fy-nd_GMsi=GEwrqSyLVop7GHtx"
X Link 2026-01-24T14:01Z [---] followers, [---] engagements

"@Neil_X10 @FundasyInvestor This is an analysis from Temu"
X Link 2026-01-24T16:12Z [---] followers, [--] engagements

"@GilesAloha @rAndOmHaMlifE @JonBbC_TechGeek Start like that yes. Insurance must go through filing and regulations but it will be everywhere soon 😊 Anyway that answers your initial question 🙂"
X Link 2026-01-25T21:58Z [---] followers, [--] engagements

"$LMND 🍋🚗 $TSLA https://www.lemonade.com/fsd https://www.lemonade.com/fsd"
X Link 2026-01-26T20:16Z [---] followers, [---] engagements

"Easy 🥳 $LMMD Shopped $LMND and $ROOT insurance last weekend. Ended up going with $LMND. Pricing was better and the app was more impressive to me. After I watched both Investor Day calls. Really impressed by what they are doing and the opportunity that lies ahead. Picked up shares this Shopped $LMND and $ROOT insurance last weekend. Ended up going with $LMND. Pricing was better and the app was more impressive to me. After I watched both Investor Day calls. Really impressed by what they are doing and the opportunity that lies ahead. Picked up shares this"
X Link 2025-05-30T03:25Z [---] followers, [---] engagements

"$LMMD 📈 https://x.com/Ironic_Ape/status/1941572329420505314 https://x.com/Ironic_Ape/status/1941572329420505314"
X Link 2025-07-05T19:09Z [---] followers, [---] engagements

"$LMMD 🚗🍋 https://www.lemonade.com/cars=09 https://www.lemonade.com/cars=09"
X Link 2025-08-12T10:27Z [---] followers, [---] engagements

""But it is trading 7x sales". Saying this from looking at PS for [--] second without context better go buy $HFG it is trading [---] ps. $LMND 🍋 Study this:"
X Link 2025-11-01T10:13Z [---] followers, [----] engagements

"$LMND car gross loss ratio came in at 76% but that include ca 9% LAE. Soooo. 😯🍋🚗"
X Link 2025-11-08T11:00Z [---] followers, 19.9K engagements

"Unions. Franchised agents. Middle management protecting their seats. Board members paralyzed by Innovators Dilemma. This is why disruption never comes from incumbents. They are prisoners of their own ecosystem. While legacy players are trapped in their own gravity $LMND is out there integrating Tesla FSD data in Arizona. The factory is software. The engine is AI. $LMND 🍋🚀 .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven miles https://t.co/q0UOjWNNgk .@Lemonade_Inc Autonomous Car for @Tesla FSD is now live in AZ. Reminder: 50% off on FSD-driven"
X Link 2026-01-26T13:13Z [---] followers, [----] engagements

"@CharliePryor @shai_wininger @Lemonade_Inc @Tesla Here is an example: https://x.com/i/status/2015862553281224879 @DarioBundi @shai_wininger @Lemonade_Inc @Tesla Lemonade's Tesla FSD insurance in AZ starts at $30/month with 50% off on FSD-driven miles (usage-based). Next cheapest options like State Farm average $173/month for a Model [--] (full coverage per https://t.co/iZOYl3ytLh). Rates vary by model history and mileageget https://x.com/i/status/2015862553281224879 @DarioBundi @shai_wininger @Lemonade_Inc @Tesla Lemonade's Tesla FSD insurance in AZ starts at $30/month with 50% off on FSD-driven"
X Link 2026-01-26T19:48Z [---] followers, [--] engagements

"Gemini about this thought : The Strategic Alignment: Why This Makes Sense The Regulatory "Escape Hatch": As of late [----] California regulators were moving to potentially revoke Teslas insurance licenses due to a 1600% surge in customer complaints and "systemic failures" in claims handling. By partnering with Lemonade Tesla can leverage Lemonades proven AI-driven claims infrastructure (AI Jim) effectively offloading the operational "bad business" while keeping customers in their ecosystem. The Data Edge: This isn't a traditional white-label deal. Its a native API integration. Lemonade now has"
X Link 2026-01-28T09:44Z [---] followers, [----] engagements

"Its on its way brother 🍋🫡 $LMND $TSLA @shai_wininger @bj23air @Lemonade_Inc @daschreiber I just wish we had Lemonade car insurance in Utah 😩. @shai_wininger @bj23air @Lemonade_Inc @daschreiber I just wish we had Lemonade car insurance in Utah 😩"
X Link 2026-01-28T13:11Z [---] followers, [---] engagements

"Guys who bought $PYPL back her after a mega drop and serious undervaluation are still down 40-45% after [---] weeks. Offfff that is hard.and PayPal is still very undervalued btw"
X Link 2026-01-29T21:41Z [---] followers, [----] engagements

"Figure Technology Deletes the Friction Tax: $FIGR https://open.spotify.com/episode/4isUiHuokmbGmVSEEmFoMYsi=qM0CJfn2ShKF4fg0-mjKmQ&context=spotify%3Ashow%3A4uYl6WQ3ODgcKQ78k1JIg7 https://open.spotify.com/episode/4isUiHuokmbGmVSEEmFoMYsi=qM0CJfn2ShKF4fg0-mjKmQ&context=spotify%3Ashow%3A4uYl6WQ3ODgcKQ78k1JIg7"
X Link 2026-01-30T08:46Z [---] followers, [---] engagements

"Why $LMND slashed $TSLA rates by 50%: 🍋🚗 https://open.spotify.com/episode/7zlEMS5Pu3HEW1hMgfPgussi=Pmu27TufSIC-z3t4RV5ZTQ&context=spotify%3Ashow%3A4uYl6WQ3ODgcKQ78k1JIg7 https://open.spotify.com/episode/7zlEMS5Pu3HEW1hMgfPgussi=Pmu27TufSIC-z3t4RV5ZTQ&context=spotify%3Ashow%3A4uYl6WQ3ODgcKQ78k1JIg7"
X Link 2026-01-30T09:16Z [---] followers, [---] engagements

"I can't come up with one thing that I or my fam use on a daily basis that was invented by a 60yr old human"
X Link 2026-01-30T10:32Z [---] followers, [---] engagements

"#Moltbook don't go here ok 🙂 https://youtu.be/2ued2QeYm0Esi=_FZLzsPcFpMEUQO2 https://youtu.be/2ued2QeYm0Esi=_FZLzsPcFpMEUQO2"
X Link 2026-01-31T10:18Z [---] followers, [---] engagements

"$LMND bears I asked for your criticisms and you delivered. Ive gone through the replies and wanted to break down the key concerns explain them simply and respond objectively. Lets get into it: [--]. Auto insurance rates are too low. Regulators dont let Lemonade raise prices fast enough to match the risk especially in auto. That can lead to underwriting losses. Response: True but every insurer faces this. $LMND may have better long-term pricing power via more accurate data and a direct-to-consumer model. [--]. They overhired. Opex hasnt increased much which feels off unless theyre truly automated."
X Link 2025-05-26T06:30Z [---] followers, [----] engagements

"$LMND bears Please write in the comments below the criticism and bear thesis. I want to learn more about that and its really good to hear it from peoples perspectives. Thanks in advance BigV. $LMND"
X Link 2025-05-25T07:53Z [---] followers, [----] engagements

"$LMND 🍋 https://open.spotify.com/track/5tf1VVWniHgryyumXyJM7wsi=I8ymGZbKSqezigw0Q47R-A https://open.spotify.com/track/5tf1VVWniHgryyumXyJM7wsi=I8ymGZbKSqezigw0Q47R-A"
X Link 2025-10-11T11:43Z [---] followers, 16.8K engagements

"Here is where you want to invest: $LMND $HOOD"
X Link 2025-10-12T12:10Z [---] followers, 23.3K engagements

"The [--] year old $LMND customer cohort has now fully aged out of the synthetic agent program meaning they are 100% $LMND owned cash generating customers. These are no longer early unproven policyholders they have matured with the platform become more stable and represent a valuable high retention segment likely to compound in profitability over time. What makes this dynamic powerful is the cohort layering effect. The [--] year old group originated from a much smaller customer base than the more recent ones. Each new cohort is larger than the last so as time passes an expanding number of"
X Link 2025-11-12T08:13Z [---] followers, 12.7K engagements

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